Banning City Council
July 14, 2026

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
Pursuant to HSC Section 50254(b)(3), Grantees shall report individual, client-level data for persons served by grant funding to the Department, in addition to any data reported through local Homeless Management Information System, as required by the Department for the purposes of research and evaluation of grant performance, service pathways, and outcomes for people served.

Grantees shall comply with the data entry requirements of AB977, located at Welfare and Institutions Code section 8256(d).
iii. HCD usage of Reports
Pursuant to HSC Section 50254(b)(4), Department staff may use information reported directly from grantees and through statewide Homeless Data Integration System for the purposes of research and evaluation of grant performance, service pathways, and outcomes for people served. iv. Failure to Report
If the Grantee fails to provide any such report, HCD may recapture any portion of the amount authorized by this Agreement with a 14-day written notification.
b) Evaluation
i. At HCD’s discretion, Grantees shall participate in a program evaluation regarding their implementation of ERF awards. To support this effort, HCD will contract a third party to complete the evaluation. ii. Grantees are expected to be close partners with HCD for this program evaluation and for all evaluative aspects of this Program. This means timely and accurate reporting, candid communication of success or challenges, and availability of persons, information, or materials. More specifically, Grantees must cooperate with HCD or its designee as reasonably required to implement an evaluation plan. This includes providing or facilitating the collection of data and materials as reasonably requested by HCD or its designee.
iii. For the purpose of evaluation, HCD or its designee may visit sites related to the project and film, tape, photograph, interview, and otherwise document Grantee’s operations during normal business hours and with reasonable 144
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
advance notice. The Department will comply with Grantee’s site visit terms during any site visits.
iv. Grantees should maintain active data, documents, and filings in anticipation of this evaluation. Special care should be taken to organize and preserve internal work products that guided implementation by the Grantee or subgrantee.
v. Grantees shall notify HCD and provide copies of any reports or findings if Grantee conducts or commissions any third-party research or evaluation regarding their funded project.
vi. All terms and conditions that apply to reporting similarly apply to evaluation. c) Auditing
The Department reserves the right to perform or cause to be performed a financial audit. At HCD’s request, the Grantee shall provide, at its own expense, a financial audit prepared by a certified public accountant. Should an audit be required, the Grantee shall adhere to the following conditions:
i) The audit shall be performed by an independent certified public accountant.

ii) The Grantee shall notify HCD of the auditor's name and address immediately after the selection has been made. The contract for the audit shall allow access by HCD to the independent auditor's working papers. iii) The Grantee is responsible for the completion of audits and all costs of preparing audits.
iv) If there are audit findings, the Grantee must submit a detailed response acceptable to HCD for each audit finding within 90 days from the date of the audit finding report.
5) Inspection and Retention of Records
a) Record Inspection
The Department or its designee shall have the right to review, obtain, and copy all records and supporting documentation pertaining to performance under this Agreement. The Grantee agrees to provide HCD, or its designee, with any relevant information requested. The Grantee agrees to give HCD or its designee access to its premises, upon reasonable notice and during normal 145
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
business hours, for the purpose of interviewing employees who might reasonably have information related to such records, and of inspecting and copying such books, records, accounts, and other materials that may be relevant to an investigation of compliance with the ERF laws, HCD guidance or directives, and this Agreement.
b) Record Retention
The Grantee further agrees to retain all records described in subparagraph A for a minimum period of five (5) years after the termination of this Agreement.

If any litigation, claim, negotiation, audit, monitoring, inspection, or other action has been commenced before the expiration of the required record retention period, all records must be retained until completion of the action and resolution of all issues which arise from it.
c) Public Records Act
The grantees’ final ERF-2-R application, this contract, and other documents related to the grant are considered public records, which are available for public viewing pursuant to the California Public Records Act.
6) Breach and Remedies
a) Breach of Agreement
Breach of this Agreement includes, but is not limited to, the following events:
i. Grantee’s failure to comply with the terms or conditions of this Agreement. ii. Use of, or permitting the use of, Program funds provided under this Agreement for any ineligible activities.
iii. Any failure to comply with the deadlines set forth in this Agreement. b) Remedies for Breach of Agreement
In addition to any other remedies that may be available to HCD in law or equity for breach of this Agreement, HCD may:
i. Conduct a program monitoring which will include a corrective action plan (CAP) with findings, remedies, and timelines for resolving the findings. 146
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
ii. Bar the Grantee from applying for future ERF funds; iii. Revoke any other existing ERF award(s) to the Grantee; iv. Require the return of any unexpended ERF funds disbursed under this Agreement;
v. Require repayment of ERF funds disbursed and expended under this Agreement;
vi. Require the immediate return to HCD of all funds derived from the use of ERF
vii. Seek, in a court of competent jurisdiction, an order for specific performance of the defaulted obligation or participation in the technical assistance in accordance with ERF requirements.
c) All remedies available to HCD are cumulative and not exclusive. d) The Department may give written notice to the Grantee to cure the breach or violation within a period of not less than 14 days.
7) Waivers
No waiver of any breach of this Agreement shall be held to be a waiver of any prior or subsequent breach. The failure of HCD to enforce at any time the provisions of this Agreement, or to require at any time, performance by the Grantee of these provisions, shall in no way be construed to be a waiver of such provisions nor to affect the validity of this Agreement or the right of HCD to enforce these provisions. 8) Nondiscrimination
During the performance of this Agreement, Grantee and its subrecipients shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex (gender), sexual orientation, gender identity, gender expression, race, color, ancestry, religion, creed, national origin (including language use restriction), pregnancy, physical disability (including HIV and AIDS), mental disability, medical condition (cancer/genetic characteristics), age (over 40), genetic information, marital status, military and veteran status, denial of medical and family care leave or pregnancy disability leave, or any other characteristic protected by state or federal law. Grantees and Sub grantees shall ensure that the evaluation and treatment of their employees and applicants for 147
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
employment are free from such discrimination and harassment. Grantee and its subrecipients shall comply with the provisions of California’s laws against discriminatory practices relating to specific groups: the California Fair Employment and Housing Act (FEHA) (Gov. Code, Section 12900 et seq.); the regulations promulgated thereunder (Cal. Code Regs., tit. 2, Section 11000 et seq.); and the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Gov. Code, Section 11135 - 11139.5). Grantee and its subrecipients shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. 9) Conflict of Interest
All Grantees are subject to state and federal conflict of interest laws. Failure to comply with these laws, including business and financial disclosure provisions, will result in the application being rejected and any subsequent contract being declared void. Other legal action may also be taken. Additional applicable statutes include, but are not limited to, Government Code Section 1090 and Public Contract Code Sections 10410 and 10411.
a) Current State Employees: No State officer or employee shall engage in any employment, activity, or enterprise from which the officer or employee receives compensation or has a financial interest, and which is sponsored or funded by any State agency, unless the employment, activity, or enterprise is required as a condition of regular State employment. No State officer or employee shall contract on his or her own behalf as an independent Grantee with any State agency to provide goods or services.
b) Former State Employees: For the two-year period from the date he or she left State employment, no former State officer or employee may enter into a contract in which he or she engaged in any of the negotiations, transactions, planning, arrangements, or any part of the decision-making process relevant to the contract while employed in any capacity by any State agency. For the twelvemonth period from the date he or she left State employment, no former State officer or employee may enter into a contract with any State agency if he or she was employed by that State agency in a policy-making position in the same general subject area as the proposed contract within the twelve-month period prior to his or her leaving State service.
c) Employees of the Grantee: Employees of the Grantee shall comply with all applicable provisions of law pertaining to conflicts of interest, including but not limited to any applicable conflict of interest provisions of the Political Reform Act of 1974 (Gov. Code, Section 81000 et seq.).
148
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
d) Representatives of a County: A representative of a county serving on a board, committee, or body with the primary purpose of administering funds or making funding recommendations for applications pursuant to this chapter shall have no financial interest in any contract, program, or project voted on by the board, committee, or body on the basis of the receipt of compensation for holding public office or public employment as a representative of the county. 10) Drug-Free Workplace Certification
Certification of Compliance: By signing this Agreement, Grantee hereby certifies, under penalty of perjury under the laws of State of California, that it and its subrecipients will comply with the requirements of the Drug-Free Workplace Act of 1990 (Gov. Code, Section 8350 et seq.) and have or will provide a drug-free workplace by taking the following actions:

Publish a statement notifying employees and subrecipients that unlawful manufacture distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees, Grantees, or subrecipients for violations, as required by Government Code Section 8355, subdivision (a)(1).
a) Establish a Drug-Free Awareness Program, as required by Government Code Section 8355, subdivision (a)(2) to inform employees, Grantees, or subrecipients about all of the following:
i. The dangers of drug abuse in the workplace;
ii. Grantee’s policy of maintaining a drug-free workplace; iii. Any available counseling, rehabilitation, and employee assistance program; and
iv. Penalties that may be imposed upon employees, Grantees, and subrecipients for drug abuse violations.
b) Provide, as required by Government Code Section 8355, subdivision (a)(3), that every employee and/or subrecipient that works under this Agreement:
i. Will receive a copy of Grantee’s drug-free policy statement, and ii. Will agree to abide by terms of Grantee’s condition of employment or subcontract.
149
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
11) Child Support Compliance Act
For any Contract Agreement in excess of $100,000, the Grantee acknowledges in accordance with Public Contract Code 7110, that:
a) The Grantee recognizes the importance of child and family support obligations and shall fully comply with all applicable state and federal laws relating to child and family support enforcement, including, but not limited to, disclosure of information and compliance with earnings assignment orders, as provided in Chapter 8 (commencing with Section 5200) of Part 5 of Division 9 of the Family Code; and
b) The Grantee, to the best of its knowledge is fully complying with the earnings assignment orders of all employees and is providing the names of all new employees to the New Hire Registry maintained by the California Employment Development Department.
12) Special Conditions – Grantees/Subgrantee
The Grantee agrees to comply with all conditions of this Agreement including the Special Conditions set forth in Exhibit E. These conditions shall be met to the satisfaction of HCD prior to disbursement of funds. The Grantee shall ensure that all Subgrantees are made aware of and agree to comply with all the conditions of this Agreement and the applicable State requirements governing the use of ERF.

Failure to comply with these conditions may result in termination of this Agreement. a) The Agreement between the Grantee and any Subgrantee shall require the Grantee and its Subgrantees, if any, to:
i. Perform the work in accordance with Federal, State and Local housing and building codes, as applicable.
ii. Maintain at least the minimum State-required worker’s compensation for those employees who will perform the work or any part of it. iii. Maintain, as required by law, unemployment insurance, disability insurance, and liability insurance in an amount that is reasonable to compensate any person, firm or corporation who may be injured or damaged by the Grantee or any Subgrantee in performing the Work or any part of it. iv. Agree to include and enforce all the terms of this Agreement in each subcontract.
150
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
13) Compliance with State and Federal Laws, Rules, Guidelines and Regulations The Grantee agrees to comply with all state and federal laws, rules and regulations that pertain to construction, health and safety, labor, fair employment practices, environmental protection, equal opportunity, fair housing, and all other matters applicable and/or related to the ERF program, the Grantee, its subrecipients, and all eligible activities.

Grantee shall also be responsible for obtaining any and all permits, licenses, and approvals required for performing any activities under this Agreement, including those necessary to perform design, construction, or operation and maintenance of the activities. Grantee shall be responsible for observing and complying with any applicable federal, state, and local laws, rules or regulations affecting any such work, specifically those including, but not limited to, environmental protection, procurement, and safety laws, rules, regulations, and ordinances. Grantee shall provide copies of permits and approvals to HCD upon request. 14) Inspections
a) Grantee shall inspect any work performed hereunder to ensure that the work is being and has been performed in accordance with the applicable federal, state and/or local requirements, and this Agreement.
b) The Department reserves the right to inspect any work performed hereunder to ensure that the work is being and has been performed in accordance with the applicable federal, state and/or local requirements, and this Agreement. c) Grantee agrees to require that all work that is determined based on such inspections not to conform to the applicable requirements be corrected and to withhold payments to the subrecipient until it is corrected. 15) Litigation
a) If any provision of this Agreement, or an underlying obligation, is held invalid by a court of competent jurisdiction, such invalidity, at the sole discretion of HCD, shall not affect any other provisions of this Agreement and the remainder of this Agreement shall remain in full force and effect. Therefore, the provisions of this Agreement are and shall be deemed severable.
b) The Grantee shall notify HCD immediately of any claim or action undertaken by or against it, which affects or may affect this Agreement or HCD, and shall take 151
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT D
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
such action with respect to the claim or action as is consistent with the terms of this Agreement and the interests of HCD.
152
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT E
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025

SPECIAL TERMS AND CONDITIONS
1) All proceeds from any interest-bearing account established by the Grantee for the deposit of funds, along with any interest-bearing accounts opened by subrecipients to the Grantee for the deposit of funds, must be used for eligible activities and reported on as required by HCD.
2) Grantee shall utilize its local Homeless Management Information System (HMIS) to track ERF projects, services, and clients served. Grantee will ensure that HMIS data are collected in accordance with applicable laws and in such a way as to identify individual projects, services, and clients that are supported by funding (e.g., by creating appropriate - ERF specific funding sources and project codes in HMIS).
3) Grantee shall participate in and provide data elements, including, but not limited to, health information, in a manner consistent with federal law, to the statewide Homeless Management Information System (known as the Homeless Data Integration System or “HDIS”), in accordance with their existing Data Use Agreement entered into with the Council, if any, and as required by Health and Safety Code Section 50254. Any health information provided to, or maintained within, the statewide Homeless Management Information System shall not be subject to public inspection or disclosure under the California Public Records Act (Chapter 3.5 (commencing with Section 6250) of Division 7 of Title 1 of the Government Code). For purposes of this paragraph, “health information” means “protected health information,” as defined in Part 160.103 of Title 45 of the Code of Federal Regulations, and “medical information,” as defined in subdivision (j) of Section 56.05 of the Civil Code. The Council may, as required by operational necessity, amend or modify required data elements, disclosure formats, or disclosure frequency. Additionally, the Council, at its discretion, may provide Grantee with aggregate reports and analytics of the data Grantee submits to HDIS in support of the Purpose of this Agreement and the existing Data Use Agreement. 4) Grantee agrees to accept technical assistance as directed by HCD or by a contracted technical assistance provider acting on behalf of HCD. Grantee will report to HCD on programmatic changes the Grantee will make as a result of the technical assistance and in support of their grant goals.
5) Grantee should establish a mechanism for people with lived experience of homelessness to have meaningful and purposeful opportunities to inform and shape all levels of planning and implementation, including through opportunities to hire people with lived experience.
153
City of Banning
23-ERF-2-R-10001, Am. 1
(Rev. 09/2025)

EXHIBIT E
Program Name: Encampment Resolution Funding Program
Round 2 Rolling “ERF-2-R”
NOFA Date: December 01, 2022
Prep Date: November 4, 2025
6) The Department maintains sole authority to determine if a Grantee is acting in compliance with the program objectives and may direct grantees to take specified actions or risk breach of this Agreement. Grantees will be provided reasonable notice and HCD’s discretion in making these determinations are absolute and final. 7) Non-Bonded Funded
The Department represents that the intent of Exhibits D.1.b. Sufficiency of Funds is only to preserve the legislature’s ability to make changes to appropriations and matters that are lawfully subject to change through the Budget Act. The Department represents and warrants that as of the date of this Agreement the non-bond funds referenced in the Encampment Resolution Funding Program, Round 2 Request for Application dated October 29, 2021, for this Agreement are appropriated to and available for the purposes of this Agreement, and further, that upon execution of this Agreement said funds are deemed allocated to and encumbered for the purposes described in this Agreement and shall not be terminated or reduced as a result of Exhibit D.1.b, Sufficiency of Funds once construction has been commenced in compliance with Program requirements and in accordance with the construction commencement requirements within this Agreement. If not continuously appropriated, said funds must be disbursed prior to any applicable disbursement or expenditure deadline set forth in this Agreement.
154
Program Outcome Measures
City of Banning
Date Range: 01/09/2026 thru 07/09/2026
Included Clients: All enrolled
Discharge Destination # of Clients Percentage
Outcome I. Obtain permanent housing
Place not meant for habitation (e.g., a vehicle, an abandoned building, bus/train/subway station/airport or anywhere outside) 3 75% Emergency shelter, including hotel or motel paid for with emergency shelter voucher, Host Home shelter 0 0%
Safe Haven 0 0%
Foster care home or foster care group home 0 0%
Hospital or other residential non-psychiatric medical facility 0 0% Jail, prison, or juvenile detention facility 0 0%
Long-term care facility or nursing home 0 0%
Psychiatric hospital or other psychiatric facility 0 0% Substance abuse treatment facility or detox center 0 0% Transitional housing for homeless persons (including homeless youth) 0 0% Residential project or halfway house with no homeless criteria 0 0% Hotel or motel paid for without emergency shelter voucher 0 0% Host Home (non-crisis) 0 0%
Staying or living with family, temporary tenure (e.g., room, apartment, or house) 0 0% Staying or living with friends, temporary tenure (e.g., room, apartment, or house) 0 0% Moved from one HOPWA funded project to HOPWA TH 0 0%
Staying or living with family, permanent tenure 0 0%
Staying or living with friends, permanent tenure 0 0%
Moved from one HOPWA funded project to HOPWA PH 0 0%
Rental by client, no ongoing housing subsidy 0 0%
Rental by client, with ongoing housing subsidy 1 25%
Owned by client, with ongoing housing subsidy 0 0%
Owned by client, no ongoing housing subsidy 0 0%
No exit interview completed 0 0%
Other 0 0%
Deceased 0 0%
Client doesn't know 0 0%
Client prefers not to answer 0 0%
Data not collected 0 0%
Total: 4 100%
Total discharged to permanent housing: 1 25%
Discharge Destination # of Clients Percentage
Outcome II. Decrease exits to streets/shelter
Place not meant for habitation (e.g., a vehicle, an abandoned building, bus/train/subway station/airport or anywhere outside) 3 75% Thu Jul 9 11:40:18 AM 2026 Powered By
1 / 4
155
Program Outcome Measures
City of Banning
Date Range: 01/09/2026 thru 07/09/2026
Included Clients: All enrolled
Discharge Destination # of Clients Percentage
Outcome II. Decrease exits to streets/shelter
Emergency shelter, including hotel or motel paid for with emergency shelter voucher, Host Home shelter 0 0%
Total: 3 75%
# of Clients Percentage
Outcome III. Exit with earned income
Adults and Child Head of Households with Earned Income at Exit 1 25% ALL Income Source At Exit # of Clients Percentage
Outcome IV. For those who had 0 income at Intake, obtain stable income before discharge Total Unduplicated Adults that entered with 0 income: 1 25% Total Unduplicated Adults that obtained stable income before discharge: 1 25% Earned Income 1 25%
Unemployment Income 0 0%
Supplemental Security Income (SSI) 0 0%
Social Security Disability Insurance (SSDI) 0 0%
Veteran's Disability Payment 0 0%
Private Disability Insurance 0 0%
Worker's Compensation 0 0%
Temporary Assistance for Needy Families (TANF) 0 0%
General Assistance (GA) 0 0%
Social Security Retirement 0 0%
Veteran's Pension 0 0%
Employment Pension 0 0%
Child Support 0 0%
Spousal Support 0 0%
Other Cash Income 0 0%
Total (Unique Clients): 1 25%
Thu Jul 9 11:40:18 AM 2026 Powered By
2 / 4
156
Program Outcome Measures
City of Banning
Date Range: 01/09/2026 thru 07/09/2026
Included Clients: All enrolled
Discharge Destination # of Clients Percentage
Outcome V. Exits to Known Destinations
Unknown Destination 0 0%
Known Destinations 4 100%
Total: 4 100%
Discharge Destination # of Clients Percentage
Outcome VI. Of those who discharged to permanent housing, length of time to obtain housing? Less than 1 month 0 0%
1-2 months 1 25%
3-6 months 0 0%
7-12 months 0 0%
over 1 year 0 0%
Total: 1 25%
Thu Jul 9 11:40:18 AM 2026 Powered By
3 / 4
157
Program Outcome Measures
City of Banning
Date Range: 01/09/2026 thru 07/09/2026
Included Clients: All enrolled

PROGRAMS
Emergency Shelter Entry Exit
CoB ERF-2-R Interim Sheltering - Motel Vouchers (ES-EE) Thu Jul 9 11:40:18 AM 2026 Powered By
4 / 4
158
Program Outcome Measures
City of Banning
Date Range: 12/01/2022 thru 07/09/2026
Included Clients: All enrolled
Discharge Destination # of Clients Percentage
Outcome I. Obtain permanent housing
Place not meant for habitation (e.g., a vehicle, an abandoned building, bus/train/subway station/airport or anywhere outside) 45 24.06% Emergency shelter, including hotel or motel paid for with emergency shelter voucher, Host Home shelter 4 2.14%
Safe Haven 0 0%
Foster care home or foster care group home 0 0%
Hospital or other residential non-psychiatric medical facility 0 0% Jail, prison, or juvenile detention facility 3 1.6%
Long-term care facility or nursing home 1 0.53%
Psychiatric hospital or other psychiatric facility 2 1.07% Substance abuse treatment facility or detox center 20 10.7% Transitional housing for homeless persons (including homeless youth) 3 1.6% Residential project or halfway house with no homeless criteria 2 1.07% Hotel or motel paid for without emergency shelter voucher 3 1.6% Host Home (non-crisis) 0 0%
Staying or living with family, temporary tenure (e.g., room, apartment, or house) 16 8.56% Staying or living with friends, temporary tenure (e.g., room, apartment, or house) 3 1.6% Moved from one HOPWA funded project to HOPWA TH 0 0%
Staying or living with family, permanent tenure 16 8.56% Staying or living with friends, permanent tenure 1 0.53% Moved from one HOPWA funded project to HOPWA PH 0 0%
Rental by client, no ongoing housing subsidy 15 8.02%
Rental by client, with ongoing housing subsidy 8 4.28%
Owned by client, with ongoing housing subsidy 1 0.53%
Owned by client, no ongoing housing subsidy 0 0%
No exit interview completed 22 11.76%
Other 6 3.21%
Deceased 2 1.07%
Client doesn't know 0 0%
Client prefers not to answer 3 1.6%
Data not collected 11 5.88%
Total: 187 100%
Total discharged to permanent housing: 41 21.93%
Discharge Destination # of Clients Percentage
Outcome II. Decrease exits to streets/shelter
Place not meant for habitation (e.g., a vehicle, an abandoned building, bus/train/subway station/airport or anywhere outside) 45 24.06% Thu Jul 9 01:24:43 PM 2026 Powered By
1 / 4
159
Program Outcome Measures
City of Banning
Date Range: 12/01/2022 thru 07/09/2026
Included Clients: All enrolled
Discharge Destination # of Clients Percentage
Outcome II. Decrease exits to streets/shelter
Emergency shelter, including hotel or motel paid for with emergency shelter voucher, Host Home shelter 4 2.14%
Total: 49 26.2%
# of Clients Percentage
Outcome III. Exit with earned income
Adults and Child Head of Households with Earned Income at Exit 34 18.18% ALL Income Source At Exit # of Clients Percentage
Outcome IV. For those who had 0 income at Intake, obtain stable income before discharge Total Unduplicated Adults that entered with 0 income: 15 8.02% Total Unduplicated Adults that obtained stable income before discharge: 13 6.95% Earned Income 34 18.18%
Unemployment Income 1 0.53%
Supplemental Security Income (SSI) 11 5.88%
Social Security Disability Insurance (SSDI) 8 4.28%
Veteran's Disability Payment 0 0%
Private Disability Insurance 0 0%
Worker's Compensation 0 0%
Temporary Assistance for Needy Families (TANF) 0 0%
General Assistance (GA) 8 4.28%
Social Security Retirement 4 2.14%
Veteran's Pension 1 0.53%
Employment Pension 2 1.07%
Child Support 0 0%
Spousal Support 1 0.53%
Other Cash Income 4 2.14%
Total (Unique Clients): 71 37.97%
Thu Jul 9 01:24:43 PM 2026 Powered By
2 / 4
160
Program Outcome Measures
City of Banning
Date Range: 12/01/2022 thru 07/09/2026
Included Clients: All enrolled
Discharge Destination # of Clients Percentage
Outcome V. Exits to Known Destinations
Unknown Destination 42 22.46%
Known Destinations 145 77.54%
Total: 187 100%
Discharge Destination # of Clients Percentage
Outcome VI. Of those who discharged to permanent housing, length of time to obtain housing? Less than 1 month 4 2.14%
1-2 months 16 8.56%
3-6 months 8 4.28%
7-12 months 9 4.81%
over 1 year 4 2.14%
Total: 41 21.93%
Thu Jul 9 01:24:43 PM 2026 Powered By
3 / 4
161
Program Outcome Measures
City of Banning
Date Range: 12/01/2022 thru 07/09/2026
Included Clients: All enrolled

PROGRAMS
Emergency Shelter Entry Exit
CoB Bryant Opportunity Village Emergency Shelter
CoB ERF-2-R Interim Sheltering - Motel Vouchers (ES-EE) CoB Opportunity Village Expansion - Community Homeless Assistance Program (CHAT) CoB Master-Leased Non-Congregate ES Hoffer St (ERF-2-R) CoBanning-Ramsey Street Village Emergency Shelter
Services Only
CoB - CHAT ERF-2R 10022 Services Only
Street Outreach
CoB - CHAT Street Outreach
CoB Bryant Opportunity Village Emergency Shelter Outreach (Faith In Action) PH Rapid Re-Housing
CoB Community Homeless Assistance Team ERF 2R - RRH
Thu Jul 9 01:24:43 PM 2026 Powered By
4 / 4
162

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Elizabeth Gibbs, City Manager
PREPARED BY: Holly Stuart, Public Works Program Manager Arturo Vela, Director of Public Works
MEETING DATE: July 14, 2026
SUBJECT: Consideration of Resolution 2026-105, Approving an Agreement with Altec Industries, Inc., a Sole Source Provider, for Onsite Inspections and Repair of Bucket Trucks “Not to Exceed” an Annual Aggregate of $60,000 for Fiscal Year 2027 with the Option for Annual Renewals STAFF RECOMMENDATION:

Adopt Resolution 2026-105
BACKGROUND:

The City of Banning owns five (5) bucket trucks. The Street Division uses one (1) truck for general maintenance services, while the remaining four (4) trucks are used by the Electric Department for overhead line repair and maintenance. To remain in compliance with safety standards and requirements set by the Occupational Safety and Health Administration (OSHA) and the American National Standards Institute (ANSI), annual bucket truck inspections are necessary, including inspections of aerial devices and boom platforms.

Electric Utility operations specifically require dielectric testing of bucket trucks, which involves applying high voltage to a device to determine its electrical insulation status. Other bucket truck inspection tests are conducted to assess the structural, functional, and operational aspects of the equipment. These regular inspections are designed to identify developing problems to prevent injuries or equipment downtime. Following the inspections, any defects are categorized by severity and scheduled for repair.

Inspection is performed onsite, and certification is provided verifying annual equipment inspection and operability.

All five (5) City-owned bucket trucks utilize Altec Industries, Inc. (Altec) aerial devices. In years past, to obtain inspection and repair services, staff have solicited Altec, a company proven to provide reliable and effective services. Upon reviewing services, it has been determined that Altec is the sole source for onsite inspections. Additionally, per the attached letter, Altec is a sole source provider for Altec OEM parts and accessories. For these reasons, staff respectfully requests City Council approval to process an annual blanket order with Altec (as a sole source proprietor) for the annual onsite inspection and repair of the bucket trucks, as needed, for an annual aggregate amount “not to exceed” $60,000.

If approved, the agreement terms shall include the option to renew services for four (4) additional singleyear periods for Fiscal Years 2028, 2029, 2030, and 2031 upon satisfactory review and approval of annual services.

JUSTIFICATION:
163
Annual onsite inspections and as-needed repairs of the City’s bucket trucks help ensure that equipment used by the Street Division and Electric Department remains safe, operational, and available for overhead line repair, maintenance, and general field services. By supporting compliance with applicable safety standards and reducing the risk of equipment downtime, the agreement with Altec Industries, Inc. promotes reliable service delivery, protects employees and the public.

Altec is a sole source provider of Altec OEM parts and accessories and is unique in that they provide onsite inspection and repair services.

FISCAL IMPACT:

For Fiscal Year 2026/27, the Fleet Division's proposed operational budget will include funding for annual onsite inspections and repairs, as needed, of the bucket trucks under Account No. 702-3800-480.38-52 (Auto Parts) and Account No. 702-3800-480.30-05 (Repair/Maint-Vehicles). For expenditures incurred before the final budget is adopted, there is an adequate budget for first-quarter expenditures. Budget for the subsequent years of the agreement will be included in the respective Fiscal Year's Operating Budgets.

ATTACHMENTS:

1. Reso_2026-105_REVISED_7.8.26_edits JT.docx

2. Sole Source Letter.doc

3. Contract No C01278 - Altec Industries Inc - Parts Inspections Repair Services Final Draft.docx 164
Resolution 2026-105

RESOLUTION 2026-105

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA, APPROVING AN AGREEMENT WITH ALTEC INDUSTRIES, INC., A SOLE SOURCE PROVIDER, FOR ONSITE INSPECTION AND REPAIR OF BUCKET TRUCKS “NOT TO EXCEED AN ANNUAL AGGREGATE OF SIXTY THOUSAND DOLLARS ($60,000) FOR FISCAL YEAR 2027 WITH THE OPTION FOR ANNUAL RENEWALS WHEREAS, the City of Banning owns five (5) bucket trucks, with one (1) utilized by the Street Division for general maintenance services and four (4) utilized by the Electric Department for overhead line repair and maintenance; and WHEREAS, to remain in compliance with safety standards and requirements regulated by the Occupational Safety and Health Administration (OSHA) and the American National Standards Institute (ANSI), annual inspections of aerial devices and boom platforms are necessary; and
WHEREAS, Electric Utility operations require dielectric testing of bucket trucks to determine the status of electrical insulation and other inspection tests to address structural, functional, and operational aspects of the equipment; and WHEREAS, such inspections are performed onsite, identify potential defects by severity, reduce the risk of injury or equipment downtime, and provide annual certification verifying equipment inspection and operability; and
WHEREAS, all five (5) City-owned bucket trucks utilize Altec Industries, Inc. aerial devices, and Altec has been determined to be a sole source provider for onsite inspections and Altec original equipment manufacturer (OEM) parts and accessories; and WHEREAS, staff recommends approval of an Agreement and related purchasing documents with Altec for annual onsite inspection and repair of City bucket trucks as needed in an annual aggregate amount not-to-exceed sixty thousand dollars ($60,000) for Fiscal Year 2027; and
WHEREAS, the Agreement may be renewed for up to three (3) additional singleyear periods in the amount of sixty thousand dollars ($60,000) per year for Fiscal Years 2028, 2029, and 2030, subject to satisfactory review, approval of annual services, available budgeted funds, and applicable purchasing requirements met; and WHEREAS, funding for Fiscal Year 2027 services is available in the Fleet Division operational budget, Account No. 702-3800-480.38-52 (Auto Parts) and Account No. 702- 3800-480.30-05 (Repair/Maintenance-Vehicles).

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:
165
Resolution 2026-105

SECTION 1. The City Council approves an Agreement with Altec Industries, Inc., as a sole source provider, for on-site inspections and repair of City bucket trucks in an annual aggregate amount not to exceed sixty thousand dollars ($60,000) for Fiscal Year 2027.

The City Manager, or designee, is authorized to approve up to three (3) additional singleyear renewals for Fiscal Years 2028, 2029, and 2030; with each renewal not to exceed an annual aggregate amount of sixty thousand dollars ($60,000).

SECTION 2. City Council authorizes the City Manager or designee to make necessary budget adjustments, appropriations, and transfers related to the Agreement with Altec Industries, Inc., for on-site inspections and repair services.

SECTION 3. City Council authorizes the City Manager to make any necessary nonsubstantive revisions to the agreement and to execute the agreement with Altec Industries, Inc., for on-site inspections and repair services.

SECTION 4. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions.

PASSED, APPROVED, AND ADOPTED this 14th day of July 2026.

Richard Royce, Mayor
City of Banning
ATTEST:

Sandra Calderon, Deputy City Clerk
City of Banning
APPROVED AS TO FORM:

Phaedra A. Norton, City Attorney
Slovak, Baron, Empey, Murphy & Pinkney,
LLP
166
Resolution 2026-105

CERTIFICATION:

I, Sandra Calderon, Deputy City Clerk of the City of Banning, California, do hereby certify that the foregoing Resolution 2026-105, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 14th day of July 2026 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Sandra Calderon, Deputy City Clerk
City of Banning, California
167
Resolution 2026-105

Exhibit A
ALTEC INDUSTRIES, INC. AGREEMENT
168
6/24/26
To Whom It May Concern:

This letter is in response to your request for a Sole Source letter from our company.

Altec has a network of Service Technicians with the Altec Service Group that work directly for the company, and are factory trained upon hire within our Onboarding program that is exclusive to our associates. Our Technicians have exclusive access to our Engineering and Quality teams within the manufacturing plants, as well as original build drawings and schematics that no other service organization can obtain. They also get continued training throughout their career, through our in-house Technical Training department.

In addition, Altec (via the Altec Service Group), is the only place you can purchase OEM Altec replacement parts for your equipment. We do not offer Service or Parts through dealers, only direct through Altec.

If you have any additional questions regarding this, please let me know.

Sincerely,
_____________________________________________________
Josh Hamilton / Regional Service Manager
Altec Industries, Inc
5202 East 36 Hwy
Saint Joseph, MO 64507
tel: 816-341-9471
[email protected]
169
GS Version 1 Last Reviewed: 3/4/2026
1 AGREEMENT FOR GENERAL SERVICES (C01278)

BY INDEPENDENT CONTRACTOR

THIS AGREEMENT FOR GENERAL SERVICES BY INDEPENDENT CONTRACTOR (“Agreement”) is made and effective as of the __________ by and between the CITY OF BANNING, a California municipal corporation (“City”) whose address is 99 East Ramsey Street, Banning, California 92220, and ALTEC INDUSTRIES, INC, a Alabama Corporation whose address is 210 Inverness Center Drive, Birmingham, Alabama 35242 (“Contractor”). City and Contractor are sometimes hereinafter individually referred to as “party” and hereinafter collectively referred to as the “parties.”

RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:

A. City desires to engage Contractor to provide the following services: providing parts & performing onsite inspections and repairs to bucket trucks; and B. Contractor has made a proposal (“Proposal”) to the City to provide such services, which Proposal is attached hereto as Exhibit “A” and incorporated herein by this reference; and C. Contractor agrees to provide such services pursuant to, and in accordance with, the terms and conditions of this Agreement, and represents and warrants to City that Contractor possesses the necessary skills, licenses, certifications, qualifications, personnel and equipment to provide such services.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals and mutual covenants contained herein, City and Contractor agree as follows:

1. Term of Agreement. This Agreement is effective as of the date first above written and shall continue until terminated as provided for herein. Notwithstanding anything in this Agreement to the contrary, this Agreement shall automatically terminate after one (1) year, unless extended for up to four (4) additional one (1) year terms upon approval of the City Council of the City.

2. Services to be Performed. Contractor agrees to provide the services (“Services”) as follows: supplies parts and provide onsite inspections & repairs to the City’s bucket trucks in 170
GS Version 1 Last Reviewed: 3/4/2026
2 accordance with Exhibit “A”. All Services shall be performed in the manner and according to the timeframe set forth in the Proposal. Contractor designates Troy Dentzer as Contractor’s Representative responsible for overseeing the Services provided by Contractor (“Contractor’s Representative”). City designates the City Manager, or his or her designee, to act as the Project Manager (“Project Manager”) in connection with the delivery of Services under this Agreement.

Contractor shall supply, at its sole expense, all equipment, tools, materials, and supplies necessary to perform Services. In the event that the Proposal contains terms that are in addition to or in conflict with this Agreement, other than the price for Services, such terms shall not be valid and shall be of no force or effect.

3. Associates and Subcontractors. Contractor may, at Contractor’s sole cost and expense, employ such competent and qualified independent associates, subcontractors and consultants as Contractor deems necessary to perform the Services; provided, however, that Contractor shall not subcontract any of the Services without the prior written consent of City.

Contractor shall ensure that all subcontractors comply with the requirements of this Agreement, including, but not limited to, insurance, indemnification, and licensing requirements.

4. Compensation.

4.01 Contractor shall be paid at the rates set forth in the Proposal and shall not increase any rate without the prior written consent of the City. Notwithstanding anything in this Agreement to the contrary, total fees and charges paid by City to Contractor under this Agreement shall not exceed the amount of Sixty Thousand Dollars and Zero Cents ($60,000.00).

4.02 Contractor shall not be compensated for any Services rendered nor reimbursed for any expenses incurred in excess of those authorized unless approved in advance by the City, in writing.

4.03 Contractor shall submit to City, on or before the fifteenth (15th) of each month, itemized invoices for the Services rendered in the previous month. The City shall not be obligated to pay any invoice that is submitted more than sixty (60) days after the due date of such invoice. City shall have the right to review and audit all invoices prior to or after payment to Contractor. This review and audit may include, but not be limited to City’s:
a. Determination that any hourly fee charged is consistent with this Agreement's approved hourly rate schedule;
b. Determination that the multiplication of the hours billed times the approved rate schedule dollars is correct;
171
GS Version 1 Last Reviewed: 3/4/2026
3 c. Determination that each item charged is the usual, customary, and reasonable charge for the particular item. If City determines an item charged is greater than usual, customary, or reasonable, or is duplicative, ambiguous, excessive, or inappropriate, City shall either return the bill to Contractor with a request for explanation or adjust the payment accordingly and give notice to Contractor of the adjustment.

4.04 If the work is satisfactorily completed, City shall pay such invoice within thirty (30) days of its receipt. Should City dispute any portion of any invoice, City shall pay the undisputed portion within the time stated above, and at the same time advise Contractor in writing of the disputed portion.

5. Obligations of Contractor.

5.01 Contractor agrees to perform all Services in accordance with the terms and conditions of this Agreement and the Proposal. In the event that the terms of the Proposal shall conflict with the terms of this Agreement or contain additional terms that purport to bind the City other than the Services to be rendered and the hourly rate for the Services, the terms of this Agreement shall govern and said additional or conflicting terms shall be of no force or effect.

5.02 Except as otherwise agreed by the parties, Contractor will supply all personnel, materials and equipment required to perform the Services. Contractor shall provide its own offices, telephones, vehicles and computers. Contractor will determine the method, details, and means of performing the Services under this Agreement.

5.03 Contractor shall keep City informed as to the progress of the Services by means of regular and frequent consultations. Additionally, when requested by City, Contractor shall prepare written status reports.

5.04 Contractor is responsible for paying, when due, all income and other taxes, fees, and withholding, including withholding state and federal taxes, social security, unemployment and worker’s compensation, incurred as a result of the compensation paid under this Agreement. Contractor agrees to indemnify, defend, and hold harmless City for any claims, costs, losses, fees, penalties, interest, or damages suffered by City resulting from Contractor’s failure to comply with this provision.

5.05 In the event Contractor is required to prepare plans, drawings, specifications and/or estimates, the same shall be furnished in conformance with local, state and federal laws, rules and regulations.
172
GS Version 1 Last Reviewed: 3/4/2026
4 5.06 Contractor represents that it possesses all required licenses necessary or applicable to the performance of Services under this Agreement and the Proposal and shall obtain and keep in full force and effect all permits and approvals required to perform the Services herein.

In the event City is required to obtain an approval or permit from another governmental entity, Contractor shall provide all necessary supporting documents to be filed with such entity.

5.07 Contractor shall be solely responsible for obtaining Employment Eligibility Verification information from Contractor’s employees, in compliance with the Immigration Reform and Control Act of 1986, Pub. L. 99-603 (8 U.S.C. 1324a), and shall ensure that Contractor’s employees are eligible to work in the United States.

5.08 In the event that Contractor employs, contracts with, or otherwise utilizes any CalPERS retirees in completing any of the Services performed hereunder, such instances shall be disclosed in advance to the City and shall be subject to the City’s advance written approval.

5.09 Drug-free Workplace Certification. By signing this Agreement, the Contractor hereby certifies under penalty of perjury under the laws of the State of California that the Contractor 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.

5.10 Contractor shall comply with all applicable local, state and federal laws, rules, regulations, entitlements and/or permits applicable to, or governing the Services authorized hereunder including, but not limited to California Department of Industrial Relations (Cal/OSHA) regulations; and the U.S. Department of Transportation Omnibus Transportation Employee Testing Act, related to their scope of work and operations. In case of conflict, the most stringent shall apply.

5.11 Contractor shall keep itself informed concerning and shall render all Services hereunder in accordance with all ordinances, resolutions, statutes, rules, and regulations of the City and any federal, state or local governmental entity having jurisdiction in effect at the time service is rendered.

5.12 Contractor warrants that it has investigated the scope, site, and conditions of the Services, understands the challenges involved, and will perform in accordance with this Agreement. Contractor shall promptly notify the City of any latent or unknown conditions and shall not proceed without written direction from the Project Manager.

All Services shall be of good quality and free from defects. For one year after final acceptance (or longer if required by other warranties), Contractor shall, at its sole expense and within ten (10) days of notice, correct any defective or non-conforming Services and repair related damage, 173
GS Version 1 Last Reviewed: 3/4/2026
5 including work of others affected thereby. Corrected Services shall carry a renewed one-year warranty from the date of acceptance.

If Contractor fails to fulfill these obligations, the City may correct the work at Contractor’s expense, and Contractor shall reimburse the City upon demand. Payment by the City shall not be deemed acceptance of defective work.

5.13 Time is of the essence in the performance of this Agreement.

6. Insurance. Contractor hereby agrees to be solely responsible for the health and safety of its employees and agents in performing the Services under this Agreement and shall comply with all laws applicable to worker safety including but not limited to Cal-OSHA.

Therefore, throughout the duration of this Agreement, Contractor hereby covenants and agrees to maintain insurance in conformance with the requirements set forth below. Attached hereto as Exhibit “B” are copies of Certificates of Insurance and endorsements as required by Section 7.02.

If existing coverage does not meet the requirements set forth herein, Contractor agrees to amend, supplement or endorse the existing coverage to do so. Contractor shall provide the following types and amounts of insurance:

6.01 Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; Contractor agrees to have its insurer endorse the general liability coverage required herein to include as additional insured’s City, its officials, employees and agents. Contractor also agrees to require all contractors and subcontractors to provide the same coverage required under this Section 6.

6.02 Business Auto Coverage in an amount no less than $1 million per accident.

If Contractor or Contractor’s employees will use personal autos in performance of the Services hereunder, Contractor shall provide evidence of personal auto liability coverage for each such person.

6.03 Workers’ Compensation insurance for any of Contractor’s employees that will be providing any Services hereunder. Contractor will have a state-approved policy form providing statutory benefits as required by California law. The provisions of any Workers’ Compensation insurance will not limit the obligations of Contractor under this Agreement.

Contractor expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials and agents. Sole proprietors with no employees, LLCs, or partnerships using the services of members or partners who do not carry Workers’ Compensation insurance acknowledge that they are not subject to the Workers’ Compensation Act of the State of California and agree to complete a signed workers compensation exemption form. 174
GS Version 1 Last Reviewed: 3/4/2026
6 6.04 Optional Insurance Coverage. Choose and check one: Required __ /Not Required _X_; Errors and omissions insurance in a minimum amount of $2 million per occurrence to cover any negligent acts or omissions committed by Contractor, its employees and/or agents in the performance of any Services for City.

7. General Conditions pertaining to Insurance Coverage.

7.01 No liability insurance coverage provided shall prohibit Contractor from waiving the right of subrogation prior to a loss. Contractor waives all rights of subrogation against City regardless of the applicability of insurance proceeds and shall require all contractors and subcontractors to do likewise.

7.02 Prior to beginning the Services under this Agreement, Contractor shall furnish City with certificates of insurance, endorsements, and upon request, complete copies of all policies, including complete copies of all endorsements. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf.

7.03 All required policies shall be issued by a highly rated insurer with a minimum A.M. Best rating of “A- VII”. The insurer(s) shall be admitted and licensed to do business in California. The certificates of insurance hereunder shall state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice has been given to CITY.

7.04 Self-insurance does not comply with these insurance specifications.

Contractor acknowledges and agrees that that all insurance coverage required to be provided by Contractor or any subcontractor, shall apply first and on a primary, non-contributing basis in relation to any other insurance, indemnity or self-insurance available to City.

7.05 All coverage types and limits required are subject to approval, modification and additional requirements by City, as the need arises. Contractor shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect City’s protection without City’s prior written consent.

7.06 Contractor agrees to provide immediate notice to City of any claim or loss against Contractor or arising out of the Services performed under this Agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. 175
GS Version 1 Last Reviewed: 3/4/2026
7 7.07 The coverage shall contain no special limitations on the scope of protection afforded to City, its directors, officers, employees, or authorized volunteers. If the Contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

8. Indemnification.

8.01 Contractor and City agree that City, its employees, agents and officials should, to the extent provided under this Agreement, but limited by the fullest extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by Contractor or any subcontractor or agent of either as set forth herein Contractor acknowledges that City would not enter into this Agreement in the absence of the commitment of Contractor to defend, indemnify, and protect City as set forth herein. a. To the extent provided under this Agreement, but limited by the fullest extent permitted by law, Contractor shall defend, indemnify and hold harmless City, its employees, agents and officials, from and against any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, injuries, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys’ fees incurred by City, court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, as a consequence of or arising out of, or in any way attributable actually, allegedly or impliedly, in whole or in part to the negligence or willful misconduct by Contractor or any of Contractor’s employees or subcontractors in performance of this Agreement. Contractor’s obligation to defend, indemnify, and hold harmless shall include any and all claims, suits, and proceedings in which Contractor (and/or Contractor’s agents and/or employees) is alleged to be an employee of City. All obligations under this provision are to be paid by Contractor as they are incurred by City. b. Without affecting the rights of City under any provision of this Agreement or this Section and regardless of anything to the contrary in this Agreement, Contractor shall not be required to indemnify and hold harmless City, its employees, agents and officials as set forth above from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, defense costs, court costs or any other costs to the extent attributable to the fault of City, provided such fault is determined by agreement between the parties or the findings of a court of competent jurisdiction.

9. Additional Services, Changes and Deletions.
176
GS Version 1 Last Reviewed: 3/4/2026
8 9.01. In the event Contractor performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of City, Contractor shall not be compensated for such services. Contractor expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the City in writing.

9.02 Contractor shall promptly advise the City Manager and Finance Director of City as soon as reasonably practicable upon gaining knowledge of a condition, event or accumulation of events which may affect the scope and/or cost of Services. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the City and/or City Council.

10. Termination of Agreement.

10.01. Notwithstanding any other provision of this Agreement, City, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days’ written notice to Contractor.

10.02 In the event of termination, the payment of monies due Contractor for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement. Immediately upon termination, Contractor agrees to promptly provide and deliver to City all original documents, reports, studies, plans, specifications and the like which are in the possession or control of Contractor and pertain to City.

11. Status of Contractor.

11.01 Contractor shall perform the Services in Contractor’s own way as an independent contractor, and in pursuit of Contractor’s independent calling, and not as an employee of City. However, Contractor shall regularly confer with City’s City Manager or Project Manager as provided for in this Agreement.

11.02 Contractor agrees that it is not entitled to the rights and benefits afforded to City’s employees, including disability or unemployment insurance, Workers’ Compensation, retirement, CalPERS, medical insurance, sick leave, or any other employment benefit. Contractor is responsible for providing, at its own expense, disability, unemployment, Workers’ Compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors. 177
GS Version 1 Last Reviewed: 3/4/2026
9 11.03 Contractor hereby specifically represents and warrants to City that it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of City and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the City is located. Further, Contractor represents and warrants that the individual signing this Agreement on behalf of Contractor has the full authority to bind Contractor to this Agreement.

12. Ownership of Documents; Audit.

12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties, and all other documents of any kind or nature prepared, developed, or obtained by Contractor in connection with the performance of Services performed for the City shall become the sole property of City, and Contractor shall promptly deliver all such materials to City upon request. At the City’s sole discretion, Contractor may be permitted to retain original documents, and furnish reproductions to City upon request, at no cost to City.

12.02 Subject to applicable federal and state laws, rules, and regulations, City shall own all right, title, and interest, including all intellectual property rights, in and to all documents, records, data, reports, and other work product prepared, developed, generated, or obtained by Contractor in connection with the performance of this Agreement. Without limitation, such materials include inspection reports; inspection checklists; repair reports; maintenance records; diagnostic reports; equipment condition assessments; photographs; videos; measurements; testing results; certifications; approvals; recommendations; service logs; warranty documentation; parts lists; replacement recommendations; work orders; inspection and repair histories; quality control records; field notes; electronic data; software-generated reports; and any other documents or information relating to the Services performed under this Agreement.

City shall have the unrestricted, perpetual, royalty-free right to use, reproduce, disclose, modify, distribute, publish, rely upon, and authorize others to use such materials for any lawful governmental purpose, including future maintenance, repair, procurement, replacement, operation of City equipment, warranty administration, regulatory compliance, claims or litigation, and record retention.

12.03 Contractor shall retain and maintain, for a period not less than four years following termination of this Agreement, all-time records, accounting records and vouchers and 178
GS Version 1 Last Reviewed: 3/4/2026
10 all other records with respect to all matters concerning Services performed, compensation paid and expenses reimbursed. At any time during normal business hours and as often as City may deem necessary, Contractor shall make available to City’s agents for examination all of such records and shall permit City’s agents to audit, examine and reproduce such records.

12.04 Contractor acknowledges that the City is a California municipal corporation and is subject to the California Public Records Act, Government Code § 7920.000 et seq. (“CPRA”), and other applicable laws requiring public access to records.

13. Miscellaneous Provisions.

13.01 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written, between the parties hereto with respect to the rendering of Services by Contractor for City and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties.

13.02 Contractor shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of City. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement.

13.03 Contractor shall timely file FPPC Form 700 Conflict of Interest Statements with City if required by California law and/or the City’s conflict of interest policy.

13.04 If any legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys’ fees and costs, in addition to any other relief to which that party may be entitled.

13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California. The parties agree that venue in any litigation between them shall be in Riverside County, California.

13.06 Contractor covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder. Contractor further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or subcontractor. 179
GS Version 1 Last Reviewed: 3/4/2026
11 13.07 Contractor has read and is aware of the provisions of Section 1090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. Contractor agrees that they are unaware of any financial or economic interest of any public officer or employee of the City relating to this Agreement. It is further understood and agreed that if such a financial interest does exist at the inception of this Agreement, the City may immediately terminate this Agreement by giving notice thereof. Contractor shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and during the term of this Agreement.

13.08 Improper Consideration. Contractor shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the City in an attempt to secure favorable treatment regarding this Agreement or any contract awarded by City. The City, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the City with respect to the proposal and award process of this Agreement or any City contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any City contract has been awarded. Contractor shall immediately report any attempt by any City officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from Contractor.

13.09 Severability. If any portion, section, sentence, provision or paragraph of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the entire balance of this Agreement not so affected shall remain in full force and effect.

13.10 Prevailing Wages Contractor shall be responsible to comply with applicable prevailing wages laws. As a condition of payment, if applicable, Contractor shall show proof of payment of wages under applicable state and federal laws and regulations relating to prevailing wages in accordance with the “General Wage Determination Made By the Director of Industrial Relations Pursuant To California Labor Code, Part 7, Chapter 1, Article 2, Sections 1770, 1773, 1773.1, 1773.5, and 1773.9”, for Riverside County and/or 40 U.S.C. Section 276a, et. seq. Such wage rates shall conform with those posted at City offices and the project site. In the event that the Contractor fails to pay the prevailing wages, the Contractor shall be solely liable for penalties and for the shortfall in wages and shall indemnify, defend and hold harmless City under Section 8.01 against any of the same. The following Labor Code sections are hereby referenced and made a part of this Agreement:

1. Section 1771 - Requirement to Pay Prevailing Wages
180
GS Version 1 Last Reviewed: 3/4/2026
12 2. Section 1773.1 – Per Diem Wages; Travel and Subsistence Pay.

3. Section 1774 – Payment of Prevailing Wage Rates.

4. Section 1775 - Penalty for Failure to Comply with Prevailing Wage Rates.

5. Section 1776 – Payroll Records and Certified Payroll Reports.

6. Section 1777.5 - Apprenticeship Requirements.

7. Sections 1810 and 1811 - Working Hour Restrictions.

8. Section 1813 - Penalty for Failure to Pay Overtime.

13.11 Covenant Against Discrimination. Contractor covenants that, by and for itself, its heirs, executors, assigns and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, marital status, national origin, or ancestry in the performance of this Agreement. Contractor shall take affirmative action to ensure that employees are treated during employment without regard to their race, color, creed, religion, sex, marital status, national origin or ancestry.

13.12 Waiver. Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant.

Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or Services by Contractor shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.

13.13 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

13.14 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purpose of this Agreement.

13.15 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either 181
GS Version 1 Last Reviewed: 3/4/2026
13 party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

13.16 Force Majeure. Neither party shall be deemed in default of this Agreement to the extent that performance of its obligations is delayed or prevented by causes beyond its reasonable control, including but not limited to acts of God, war, terrorism, riots, fires, floods, epidemics, pandemics, earthquakes, strikes, labor disputes, governmental orders, or failure of utilities. The affected party shall promptly notify the other party in writing of the occurrence of such event and shall use reasonable efforts to resume performance as soon as practicable. Force majeure shall not excuse the obligation to make payments when due. In no event shall force majeure entitle Contractor to additional compensation, but only to a reasonable extension of time.

13.17 Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified neither party shall be responsible for the service of the other.

13.18 The parties acknowledge and agree that this Agreement may be executed by electronic signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature. The parties expressly adopt and confirm each electronic signature made by a party to this Agreement, regardless of whether delivered in person, by mail, courier, facsimile, email, or in portable document format (PDF), as if the same were manually signed and delivered in person. Each party agrees not to assert that any electronic signature is inadequate to bind such party to the same extent as if signed manually and delivered in person.

13.19 The provisions of this Agreement that by their nature are intended to survive the expiration or termination of this Agreement shall survive such expiration or termination.

Without limiting the foregoing, the provisions relating to indemnification, ownership of documents and intellectual property, audit and records retention, insurance obligations, confidentiality, and payment obligations shall survive the termination or expiration of this Agreement.

13.20 Notice. Any notice, demand, request, consent, approval, or other communication required or permitted to be given under this Agreement (“Notice”) shall be in writing and shall be deemed to have been duly given if delivered personally, sent by nationally recognized overnight courier, sent by certified or registered mail (return receipt requested), or sent by electronic mail, addressed as follows:
182
GS Version 1 Last Reviewed: 3/4/2026
14 To City:

City of Banning
Attn: City Manager
99 East Ramsey Street
Banning, California 92220
Email: [email protected]
To Contractor:

Altec Industries, Inc.
210 Inverness Center Drive
Birmingham, Alabama 35242
Notices shall be deemed received as follows: (i) on the date of delivery if delivered personally; (ii) one (1) business day after deposit with a nationally recognized overnight courier; (iii) three (3) business days after deposit in the United States mail, postage prepaid; or (iv) on the date transmitted if sent by electronic mail during normal business hours of the receiving party, or on the next business day if sent after normal business hours. Either party may change its address for Notice by providing written Notice of such change to the other party in accordance with this Section.

13.21 This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be deemed to be an original, and all of which counterparts taken together shall constitute one and the same instrument for all purposes of this Agreement.

13.22 The recitals set forth in the preamble of this Agreement are hereby incorporated into and made a substantive part of this Agreement as if fully set forth herein. [SIGNATURES ON FOLLOWING PAGE]
183
GS Version 1 Last Reviewed: 3/4/2026
15 IN WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above written.

CITY: CONTRACTOR:

CITY OF BANNING ALTEC INDUSTRIES, INC.

By:_______________________ By:_______________________
Elizabeth Gibbs, City Manager Print
Name: ____________________
Date: ______________________
Date: _____________________
ATTEST:

By: ______________________
Sandra Calderon, Deputy City Clerk
Date: __________________
APPROVED AS TO FORM:

By: ______________________
John O. Pinkney, City Attorney
Date: __________________
184
GS Version 1 Last Reviewed: 3/4/2026
16 EXHIBIT “A”

PROPOSAL
185
GS Version 1 Last Reviewed: 3/4/2026
17 EXHIBIT “B”

CERTIFICATES OF INSURANCE
186

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Elizabeth Gibbs, City Manager
PREPARED BY: Ralph Wright, Parks and Recreation Director MEETING DATE: July 14, 2026
SUBJECT: Consideration of Resolution 2026-107, accepting a donation from the Morongo Band of Mission Indians for $25,000 to support the Fourth of July Celebration and the Aerial Fireworks Show
STAFF RECOMMENDATION:

Adopt Resolution 2026-107
BACKGROUND:

The City of Banning offers an annual Fourth of July Community event in celebration of the Nation's Independence Day. This year's event includes kids' activities, food vendors, a live band, arts and crafts, and culminates with a spectacular aerial fireworks show. The event is free to the public, and the cost to produce the event is nearly $50,000. Due to the structural deficit in the City's General Fund, donations were sought to offset the event costs. Staff contacted the Morongo Band of Mission Indians, which was able to sponsor $25,000 for the community event.

City of Banning Administrative Policy B-27, “Donations to City Funds and Programs/Administration,” became effective in April 2015 and was reviewed in July 2018. The policy establishes procedures for accepting donations in support of City programs and services, including approval thresholds. Under the policy, donations of $1,000 or more require approval by the City Council.

The Morongo Band of Mission Indians has consistently demonstrated its commitment to supporting the Banning community. During the past year, the Tribe has made substantial contributions to the Banning Pass Little League and the Stagecoach Days Association in support of community programs and improvements at Banning parks.

As City staff continue to evaluate the City’s financial condition, the costs and community benefits associated with City-supported programs and events are also being reviewed. Recognizing the importance of this year’s Fourth of July celebration and the City’s current financial constraints, the Morongo Band of Mission Indians has generously offered a sponsorship donation that will fund approximately one-half of the event’s total costs.

JUSTIFICATION:

The General Fund almost fully supports the Parks and Recreation Budget and its large-scale Special 187
Events. The annual Fourth of July celebration serves the entire community, with over 1,500 people inside the gate during the event and thousands more watching the fireworks from surrounding neighborhoods and local parks each year. Without generous donations like this one from the Morongo Band of Mission Indians, large-scale events may have to be canceled or scaled back, which would negatively impact the City of Banning and its residents.

FISCAL IMPACT:

The $25,000 donation is half the total cost of the Fourth of July event. It allows the community to enjoy an amazing event and create long-lasting memories for families and friends alike.

The proposed Resolution requests acceptance of the donation. It also authorizes an increase of $25,000 to the Fourth of July Donation Account 001-5400-361.41-26 for Fiscal Year 2025/26, since the cost of the fireworks show needed to be paid in full before the event.

ATTACHMENTS:

1. Resolution2026-107 .docx

2. Policy B-27 - Acceptance of Donations & Completed Donation Form.pdf 188
Resolution 2026-107

RESOLUTION 2026-107

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA,

ACCEPTING A DONATION TO THE CITY OF BANNING FROM THE MORONGO BAND OF MISSION INDIANS FOR $25,000 TO SUPPORT THE FOURTH OF JULY 4

CELEBRATION
WHEREAS, the City of Banning offers large-scale events for its citizens; and WHEREAS, the City attempts to offer these events free to the community; and WHEREAS, large-scale events are supported through General Fund allocations; sponsorships and donations are necessary to offset the cost; and WHEREAS, the Fourth of July Celebration has an estimated total cost of $50,000, without sponsorships and donations, the City may no longer be able to offer these events for the community; and
WHEREAS, Administrative Policy B-27 “Donations to City Funds and Programs/Administration” establishes the protocol of acceptance of donations; and WHEREAS, the Policy establishes that the City of Banning City Council must approve donations of greater than $1,000; and
WHEREAS, the Morongo Band of Mission Indians supports many non-profit and community activities throughout Banning; and
WHEREAS, the Morongo Band of Mission Indians offered to support the Fourth of July event with a donation of $25,000; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:

SECTION 1. Accept the donation to the City of Banning from the Morongo Band of Mission Indians for $25,000.

SECTION 2. Appropriate a revenue budget of $25,000 in the Fourth of July Donation Account 001-5400-361.41-26 for Fiscal Year 2025/26.

SECTION 3. Authorizing the City Manager or his designee to make necessary budget adjustments, appropriations, and transfers related to donations for the sole purpose of the Fourth of July Celebration.

SECTION 4. The City Clerk shall certify the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions.

PASSED, APPROVED, AND ADOPTED this 14th day of July 2026 189
Resolution 2026-107

Richard Royce, Mayor
City of Banning
ATTEST:

Sandra Calderon, Deputy City Clerk
City of Banning
APPROVED AS TO FORM:

Phaedra A. Norton, City Attorney
190
Resolution 2026-107

CERTIFICATION:

I, Sandra Calderon, Deputy City Clerk of the City of Banning, California, do hereby certify that the foregoing Resolution 2026-107, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 14 th day of July 2026 by the following vote, to
wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Sandra Calderon, Deputy City Clerk
City of Banning, California
191

CITY OF BANNING

ADMINISTRATIVE POLICY
Policy
Subject: Donations to City Funds and Programs/ Administration No. B-27 Reference: Effective: 4/2015 Page No.

Review Date: 1 of 4
7/2018
Attached is Donations to City Funds and Programs/ Administration Policy 192
City of Banning
Donations to City Funds and Programs/Administration
Effective Date: 4/2015
Review Date: 7/2018
Prepared by: Administrative Services
PURPOSE:

The City of Banning recognizes that there are programs administered by the City that residents may wish to support by donating cash, equipment, or materials and supplies. This policy outlines the parameters under which the City will accept a donation and how the funds will be administered and accounted for.
• Provide procedures related to the requirements for acceptance of cash donations. • Ensure that City departments are accountable for proper documentation, administration and activities, in accordance with donor instructions and as a fiduciary custodian of such donations ..

POLICY:

Approval of Donations
Prior to acceptance of cash, equipment, or materials and supplies for any City fund, program or activity, the City Manager or the City Council (as outlined in this policy) must approve acceptance of the donation and establishment of a new trust fund (where required).

Donation Requirements
Donations must reflect positively on the City or its image (e.g., donations from an organization or individual known to promote or permit discriminatory practices or behavior would be unacceptable).

Donations must relate to City approved programs, projects, or activities.

Donations in an amount less than $1,000 will, at the discretion of the City Manager, be placed in an appropriate line item account and fund related to the purpose of the donation. Amounts greater than $1,000 must be approved by the City Council and will be placed in a fiduciary type (then existing or newly created) fund dedicated solely for the purpose of that donation. The City reserves the right to decline any donation with restrictions that would create an undue administrative burden upon the City.

Donation amounts greater than $250 will be acknowledged in writing by the City. Consistent with IRS regulations, non-cash donations will not stipulate a value but will simply provide a description of what was donated. In the latter case, the donor should consult a tax expert, but in any event, is responsible for assigning a value for taxable write off purposes.
193
Donation Submittal Process
A donor may obtain a donation submittal form from the City or simply submit a letter to the City along with the donation amount. The form or letter should indicate for what purpose the donation is made and any restrictions the donor would like placed on the donated funds. The City will provide written acknowledgement of the donation and related restrictions. The acknowledgement will also note how the City will account for the funds.

Maintenance and Monitoring of Donations
Donations which are determined to not require a new fund, but instead are deposited into a fund already established for the purpose the donation was given, will receive the accounting and reporting accorded that particular fund. Any donation set up as its own distinct fund will be handled consistent with government fund accounting. Reporting on that fund will be provided with the annual audited financial statements. Any donor desiring information prior to issuance of the audited financial statements can request, on a quarterly basis, unaudited information by contacting the City Finance Department. 194
City of Banning

DONATION ACCEPTANCE FORM
Per City of Banning Policy gifts, grants, or bequests of less than $1,000 in value may be accepted by the City Manager. Anything $1,000 or above shall be approved by the Banning City Council.

Acceptance of Monetary Gifts, Grants and
Other Revenues from Private Sources
Donor (Entit Name):

Recipient Organization:

Are Funds to be used for a Specific
Purpose?
No □
(General Donation)
Yes □
Amount($):

Acceptance of Non-Monetary Gifts,
_
Grants and
Other Revenues from Private Sources
Type of Item Donated: Purpose:

City Manager's Approval Yes □ No □ Signature: __________ _ City Council Approval
Date: ____________ _
Yes □ No □ Signature: __________ _
Date: ____________ _
'
l=
Sun Lakes Country Club HOA Bingo Program
City of Banning Senior Center
X
If for a Specific Purpose Description is Required: The donation had a stipulation to be used for the Happiness Campaign for Senior Center Programming. $1,500
195

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Elizabeth Gibbs, City Manager
PREPARED BY: Ralph Wright, Parks and Recreation Director MEETING DATE: July 14, 2026
SUBJECT: Consideration of Resolution 2026-108, Approving a Cooperative Agreement with the County of Riverside and Authorizing the City of Banning's Participation in the County of Riverside's Urban County Program for Fiscal Year's 2027, 2028, and 2029.

STAFF RECOMMENDATION:

Adopt Resolution 2026-108
BACKGROUND:

The City of Banning has been a Cooperating City in the County of Riverside's Urban County Program and allows the City to participate in grant-funded opportunities through the Community Development Block Grant (CDBG), Home Investment Partnership Program (HOME), and Emergency Solutions Grant (ESG) programs. The federally funded programs require the County to requalify every 3 years and require all cooperating Cities to enter into cooperative agreements to continue qualifying for the grant programs.

The City receives either a formulaic allocation each year to support these programs or can apply for the applicable program funds.

JUSTIFICATION:

The County's Urban County Programs support City Improvements and programs that would otherwise require General Fund support, funding from other sources or that the City not offer or complete these programs.

FISCAL IMPACT:

The grant funds provided through these programs are a significant benefit to the City and reduce allocations from the General fund for much needed projects and services. A revenue budget associated with this agreement will be included in the proposed Fiscal Year 2026/27 Operating Budget that will be presented for City Council consideration in September.

ATTACHMENTS:

1. Att_1_Resolution_2026-108_ Cooperative Agreement with County of Riverside_Final.docx

2. City of Banning Cooperation Agreement_Final.pdf
196
Resolution 2026-108

RESOLUTION 2026-108

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BANNING, CALIFORNIA, AUTHORIZING PARTICIPATION IN THE COUNTY OF RIVERSIDE’S URBAN COUNTY PROGRAM APPROVING A COOPERATION AGREEMENT FOR FISCAL YEARS 2027, 2028, AND 2029
WHEREAS, the Housing and Community Development Act of 1974, as amended (42 U.S.C.A. § 5301 et seq.) (Public Law 93-383), hereinafter called "ACT", provides that Community Development Block Grant funds hereinafter referred to as "CDBG", may be used for the support of activities that provide decent housing, suitable living environments, and expanded economic opportunities principally for persons of low and moderate-income; and; WHEREAS, the HOME Investment Partnerships Act program, hereinafter referred to as “HOME,” was enacted as Title II of the National Affordable Housing Act of 1990, for the purposes of: expanding the supply of decent, affordable housing for low and very-low income families with emphasis on rental housing; building State and local capacity to carry out affordable housing programs; and providing for coordinated assistance to participants in the development of affordable low-income housing; and
WHEREAS, the Emergency Solutions Grant, hereinafter referred to as “ESG,” was authorized by the McKinney-Vento Homeless Assistance Act of 1987 and the Homeless Emergency Assistance and Rapid Transition to Housing (HEARTH) Act of 2009. The objectives of the ESG program are to increase the number and quality of emergency shelters and transitional Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029 housing facilities for homeless individuals and families, to operate these facilities and provide essential social services, and to help prevent homelessness; and
WHEREAS, CDBG regulations require counties to re-qualify as an Urban County under the CDBG program every three (3) years; and
WHEREAS, the City of Banning has elected to participate as unit of local government (Cooperating City) in the County of Riverside’s Urban County Program for Federal Fiscal Years 2027, 2028, and 2029; and
WHEREAS, the Cooperation Agreement will allow the County and City to carry-out activities which are funded by Community Development Block Grant (CDBG), Home Investment Partnerships Program (HOME) funds, and Emergency Solutions Grant (ESG); and WHEREAS, the Cooperation Agreement will allow the Cooperating City to participate in the Urban County Consolidated Planning Programs.; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Banning as follows:

SECTION 1. The City Council approves the Cooperation Agreement with County of Riverside.

SECTION 2. The City Council authorizes the City Manager or her designees to make nonsubstantive changes and to execute the agreement with County of Riverside on behalf of the City Council to effectuate the City’s participation in the County of Riverside Urban County Program for Fiscal years 2027, 2028 and 2029..
197
Resolution 2026-108

SECTION 3. The City Council authorizes the City Manager, or designee, to make necessary budget adjustments, appropriations, and transfers related to this resolution.

SECTION 4. The City Clerk shall certify the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions.

PASSED, APPROVED AND ADOPTED this 14th day of July 2026.

Richard Royce, Mayor
City of Banning
ATTEST:

Sandra Calderon, Deputy City Clerk
City of Banning
APPROVED AS TO FORM:

John Pinkney, City Attorney
Slovak, Baron, Empey, Murphy & Pinkney,
LLP
198
Resolution 2026-108

CERTIFICATION:

I, Sandra Calderon, Deputy City Clerk of the City of Banning, California, do hereby certify that the foregoing Resolution 2026-108, was duly adopted by the City Council of the City of Banning, California, at a regular meeting thereof held on the 14th day of July 2026 by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Sandra Calderon, Deputy City Clerk
City of Banning, California
199
Resolution 2026-108

Exhibit A
Cooperative Agreement for the Community Development Block Grant, Home Investment Partnerships program, and Emergency Solutions Grant Program for Fiscal years 2027, 0228, 2029
200
Resolution 2026
-108

201
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

COOPERATION AGREEMENT

FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT,

HOME INVESTMENT PARTNERSHIPS PROGRAM, AND

EMERGENCY SOLUTIONS GRANT
FOR FISCAL YEARS 2027, 2028, 2029
This Cooperation Agreement for the Community Development Block Grant, HOME Investment Partnerships Program, and the Emergency Solutions Grant for Fiscal Years 2027, 2028, and 2029, hereinafter referred to as “Agreement” is made and entered into this ______ day of __________ 2026, by and between the COUNTY OF RIVERSIDE, a political subdivision of the State of California, hereinafter referred to as "COUNTY", and CITY OF BANNING, an incorporated municipality within the geographical boundaries of the COUNTY, hereinafter referred to as "CITY.” City and County individually referred to herein as “Party” and collectively as the “Parties.”

RECITALS
WHEREAS, the Housing and Community Development Act of 1974, as amended (42 U.S.C.A. § 5301 et seq.) (Public Law 93-383), hereinafter called "ACT", provides that Community Development Block Grant funds hereinafter referred to as "CDBG", may be used for the support of activities that provide decent housing, suitable living environments, and expanded economic opportunities principally for persons of low and moderate-income; and WHEREAS, the HOME Investment Partnerships Act program, hereinafter referred to as “HOME,” was enacted as Title II of the National Affordable Housing Act of 1990, for the purposes of: expanding the supply of decent, affordable housing for low and very-low income families with emphasis on rental housing; building State and local capacity to carry out affordable housing programs; and providing for coordinated assistance to participants in the development of affordable low-income housing; and
WHEREAS, the Emergency Solutions Grant, hereinafter referred to as “ESG,” was authorized by the McKinney-Vento Homeless Assistance Act of 1987 and the Homeless Emergency Assistance and Rapid Transition to Housing (HEARTH) Act of 2009. The objectives of the ESG program are to increase the number and quality of emergency shelters and transitional 202
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
housing facilities for homeless individuals and families, to operate these facilities and provide essential social services, and to help prevent homelessness; WHEREAS, CDBG regulations require counties to re-qualify as an Urban County under the CDBG program every three (3) years.

WHEREAS, the chief executive officer of the COUNTY is authorized to execute this Agreement pursuant to Riverside County Ordinance No. 442.

WHEREAS, the City Manager or Mayor of CITY is authorized to execute this Agreement on the CITY’s behalf.

WHEREAS, the COUNTY Board of Supervisors on July 14, 2026 via Minute Order 30623 authorized the COUNTY Director of Housing and Workforce Solutions to execute this agreement on behalf of the COUNTY.

NOW THEREFORE, in consideration of the mutual covenants herein set forth and the mutual benefits to be derived there from, the parties agree as follows:

1. GENERAL.
(a). This Agreement gives COUNTY authority to undertake, or assist in undertaking, activities for Fiscal Years 2027, 2028, and 2029, that will be funded from the CDBG, HOME, and ESG programs and from any program income generated from the expenditure of such funds. COUNTY and CITY agree to cooperate, to undertake, or to assist in undertaking, community renewal and lower-income housing assistance activities. COUNTY is qualified as an "Urban County" under the ACT. CITY, by executing this Agreement, hereby gives notice of its election to participate in an Urban County’s Community Development Block Grant (CDBG), Home Investment Partnerships Act (HOME), and Emergency Solutions Grant (ESG) programs, hereinafter referred to as "Urban County Programs".
(b). By executing this Agreement, CITY understands that it may not apply for grants from appropriations under the Small Cities or State CDBG Programs for fiscal years during the period in which it participates in the Urban County’s CDBG program, and that CITY may only participate in the HOME program through the COUNTY’S Urban County Programs, not a HOME 203
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
consortium. The CITY may also apply for HOME funds from the State of California, if permitted by the State.
(c). By executing this Agreement, CITY understands that it may only receive a formula allocation of ESG funds through the COUNTY’S Urban County Programs. The CITY may also apply for ESG funds from the State of California, if permitted by the State.

2. TERM.

The term of this Agreement shall be for three (3) years commencing on October 1, 2026, and expiring on September 30, 2029, unless an earlier date of termination is fixed by U.S.

Department of Housing and Urban Development, hereinafter called HUD, pursuant to ACT.

This Agreement shall remain in effect until funds granted and program income received during the three-year program period are expended and the funded activities completed.

Neither the COUNTY nor the CITY may terminate, withdraw, or be removed from the program during the three-year program period.

This Agreement will renew automatically for participation in one successive threeyear Urban County qualification period (Federal Fiscal Years 2027-29), unless the CITY or the COUNTY provides written notice to the other party that it elects not to participate in a new qualification period. The terminating party shall send a copy of the notice of termination to the HUD field office by the date specified on the HUD Exchange Urban Counties website. By executing this Agreement, the CITY acknowledges that it has been notified in writing of the CITY’s right to make this election. A copy of this Agreement will be sent to the HUD field office by the date specified on the HUD Exchange Urban Counties website.

The Parties agree to adopt amendment(s) to this Agreement as may be required by HUD to meet any new Urban County Qualification requirement(s), when applicable. Failure by either Party to adopt any such amendment, and to submit such amendment to HUD, will void the agreement for such qualification period.

3. PREPARATION OF FEDERALLY REQUIRED FUNDING APPLICATIONS.

The County of Riverside Housing and Workforce Solutions, subject to approval of COUNTY’s Board of Supervisors, shall be responsible for preparing and submitting to the U.S.

Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

204
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
Department of Housing and Urban Development (HUD), in a timely manner, all reports and statements required by the ACT and the Federal regulations promulgated by HUD to secure entitlement grant funding under the CDBG, HOME, and ESG programs. This duty shall include the preparation and processing of COUNTY Housing, Community, and Economic Development Needs Identification Report, Citizen Participation Plan, the County Five-Year Consolidated Plan, One-Year Action Plan, Consolidated Annual Performance and Evaluation Report (CAPER), and other related programs which satisfy the application requirements of ACT and its regulations.

4. COMPLIANCE WITH FEDERAL STATUTES, REGULATIONS AND
OTHER APPLICABLE STATUTES, REGULATIONS AND ORDINANCES.
(a) COUNTY and CITY will comply with the applicable provisions of the ACT and those Federal regulations promulgated by HUD pursuant thereto, as the same currently exists or may hereafter be amended.
(b) The COUNTY and CITY are hereby obligated to take all actions necessary to assure compliance with COUNTY’s certification regarding affirmatively furthering fair housing pursuant to Section 104 (b) of Title I of ACT, as amended. (c) COUNTY and CITY will comply with the applicable provisions of the following: National Environmental Policy Act of 1969; Title VI of the Civil Rights Act of 1964 and the implementing regulations at 24 CFR Part 1; The Fair Housing Act, Title VIII of the Civil Rights Act of 1968, the implementing regulations at 24 CFR Part 100, and the duty to affirmatively further fair housing (AFFH); Title 24 Code of Federal Regulations part 570; Cranston-Gonzales National Affordable housing Act (Public Law 101-625); Executive Order 11063, as amended by Executive Order 12259; Executive Order 11988; the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C.§4630, et. seq.); Section 109 of Title I of the ACT and implementing regulations at 24 CFR part 6, including Section 504 of the Rehabilitation Act of 1973 and the implementing regulations at 24 CFR Part 8, Title II of the Americans with Disabilities Act and the implementing regulations at 28 CFR part 35, the Age Discrimination Act of 1975 and the implementing regulations at 24 CFR part 146, Section 3 of the Civil Rights Act of 1963, as amended, Section 3 of the Housing and Urban Development Act of 1968, the Uniform 205
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
Relocation Assistance and Real Property Acquisition Policies Act of 1970 and the implementing regulations at 49 CFR Part 24, and Section 104(d) of the Act and implementing regulations at 24 CFR Part 42; and other Federal or state statute or regulation applicable to the use of CDBG, HOME Investment Partnerships Act (enacted as Title II of the National Affordable Housing Act of 1990), and Emergency Solutions Grant funds.
(d) CITY agrees that the Urban County Program funding for activities in, or in support of, the CITY are prohibited if CITY does not affirmatively further fair housing within CITY’S jurisdiction or impedes COUNTY actions to comply with its fair housing certification. (e) CITY and COUNTY shall meet the citizen participation requirements of 24 CFR 570.301 and provide Urban County Program citizens with all of the following:
i. The estimate of the amount of CDBG funds proposed to be used for activities that will benefit persons of low and moderate-income; ii. A plan for minimizing displacement of persons as a result of activities assisted with CDBG funds and to assist persons actually displaced as a result of such activities;
iii. A plan that provides for and encourages citizen participation, with particular emphasis on participation by persons of low and moderate-incomes, residents of slum and blighted areas, and of areas in which funds are proposed to be used, and provides for participation of residents in low and moderate-income neighborhoods; iv. Reasonable and timely access to local meetings, information, and records relating to the grantee’s proposed use of funds, as required by the regulations of the Secretary, and relating to the actual use of funds under the ACT; v. Provide for public meetings to obtain citizen views and to respond to proposals and questions at all stages of the community development program, including at least the development of needs, the review of proposed activities and review of program performance.

Meeting shall be held after adequate notice, at times and locations convenient to potential or actual beneficiaries, and with accommodation for the disabled. 206
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
(f). CITY shall develop a community development plan, for the period of this Agreement, which identifies community development and housing needs and specifies both short and long-term community development objectives.
(g). CITY certifies, to the best of its knowledge and belief, that:
i. No Federal appropriated funds have been paid or will be paid, by or on behalf of the CITY, to any person influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress, in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan or cooperative agreement.
ii. If any funds other than Federally-appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress, in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions.
iii. The CITY shall require that the language provided in Sections 4(c) of this Agreement be included in the award documents for all sub-awards at all tiers (including subcontracts, sub- grants and contracts under grants, loans, and cooperative agreements) and that all sub-recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.
(iv). In accordance with Section 519 of Public Law 101-144, (the 1990 HUD Appropriations Act), the CITY certifies that it has adopted and is enforcing a policy prohibiting the use of excessive force by law enforcement agencies within its jurisdiction against any individuals engaged in non-violent civil rights demonstrations, and that it has adopted and is enforcing applicable State and local laws against physically barring entrance to, or exit from, a 207
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
facility or location which is the subject of such non-violent civil rights demonstrations within its jurisdiction.

5. COMPLIANCE WITH POLICY AND PROGRAM OBJECTIVES.

The COUNTY’s Board of Supervisors have adopted policies and procedures to ensure efficient and effective administration of the CDBG, HOME and ESG programs. COUNTY will provide these policies and procedures to CITY within a reasonable time after this Agreement’s commencement date. COUNTY and City agree to comply with these said policies and program objectives and to take no actions to obstruct implementation of the approved 2024-2029 Five Year Consolidated Plan and the subsequent Five-Year Consolidated Plan.

6. OTHER AGREEMENTS
Pursuant to Federal regulations at 24 CFR 570.501(b), CITY is subject to the same requirements applicable to sub-recipients, including the requirement of a written agreement set forth in Federal regulations at 24 CFR 570.503. For each fiscal year during the term of this Agreement, COUNTY and CITY shall enter into an additional agreement, commonly known as a Supplemental Agreement, that will have a term coinciding with a CDBG Program Year and enumerate the project(s) CITY will implement with its entitlement funds. Said Supplemental Agreement will set forth the time schedule for completion of said project(s) and any funding sources, in addition to entitlement funds, that will be used in completing the project(s). If substantial compliance with the completion schedule, due to unforeseen or uncontrollable circumstances, cannot be met by CITY, the schedule for the project(s) may be extended by COUNTY. If COUNY determines that substantial progress toward drawdown of funds is not made during the term of the Supplemental Agreement, the entitlement funds associated with the project(s) may be reprogrammed by COUNTY, to other activities as determined by COUNTY, after COUNTY provides appropriate written notice to CITY. COUNTY's decision not to extend the completion schedule associated with the project(s), or to reprogram the entitlement funds associated with the project(s), will not excuse CITY from complying with terms of this Agreement.

7. DETERMINATION OF PROJECTS TO BE FUNDED AND
DISTRIBUTION OF ENTITLEMENT FUNDS.
208
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
CITY agrees to submit to COUNTY in writing, no later than the date specified by COUNTY prior to each program year, the activities that the CITY desires to implement with its entitlement funds, said designation to comply with statutory and regulatory provisions governing citizen's participation. Said designation is to be reviewed by the COUNTY's Housing and Workforce Solutions to determine that the projects are eligible under Federal regulations for funding and inclusion in the One Year Action Plan of the County’s Five-Year Consolidated Plan and consistent with both Federal and COUNTY policy governing use of Community Development Block Grant (CDBG) funds.

In the event that CITY fails to submit to COUNTY the identified activities that the CITY desires to implement with its entitlement funds by the date specified prior to each program year, the COUNTY may determine the activities to be funded, without consent of the CITY, consistent with both Federal and COUNTY policy governing use of Community Development Block Grant (CDBG) funds.

Consistent with Sections 3, 4, 5, 6, and 7 of this Agreement, COUNTY's Board of Supervisors will make the final determination of the distribution and disposition of all CDBG funds received by COUNTY pursuant to the Act.

8. COMMUNITY DEVELOPMENT BLOCK GRANT MANUAL.

CITY warrants that those officers, employees, and agents, retained by it and responsible for implementing projects funded with CDBG have received, reviewed, and will follow the Community Development Block Grant Manual that has been prepared and amended by COUNTY, which Manual is incorporated herein and made a part hereof by this reference.

9. REAL PROPERTY ACQUIRED OR PUBLIC FACILITY
CONSTRUCTED WITH CDBG FUNDS.

When CDBG funds are used, in whole or in part, by CITY to acquire real property or to construct a public facility, CITY shall comply with the National Environmental Policy Act of 1969 (42 U.S.C. § 4321, et seq.), the California Environmental Quality Act (Cal. Pub. Resources Code § 21000, et seq.), the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C. § 4630, et seq.), and California Government Code Sections 7260 et seq., 209
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
as those laws may be amended from time-to-time and any Federal or state regulations issued to implement the aforementioned laws.

In addition, the following is to occur:
(a) Title to the real property shall vest in CITY;
(b) The real property title will be held by or the constructed facility will be maintained by the CITY for the approved use until five years after the date that the CITY is no longer considered by HUD to be a part of the metropolitan city or urban county, pursuant to 24 CFR 570.501(b).
(c) While held by CITY, the real property or the constructed facility is to be used exclusively for the purpose for which acquisition or construction was originally approved by COUNTY;
(d) CITY shall provide timely written notice to COUNTY of any action which would result in a modification or change in the use of the real property purchased or improved, in whole or in part, with CDBG or HOME funds from that planned at the time of acquisition or improvement, including disposition.
(e) CITY shall provide timely written notice to citizens and opportunity to comment on any proposed modification or change;
(f) Written approval from COUNTY must be secured if the property or the facility is to be put to an alternate use that is or is not consistent with Federal regulations governing CDBG funds;
(g) Should CITY desire during the five (5) year period to use the real property or the constructed facility for a purpose not consistent with applicable Federal regulations governing CDBG funds or to sell the real property or facility, then:
(i) If CITY desires to retain title, it will have to reimburse either COUNTY or the Federal government an amount that represents the percentage of current fair market value that is identical to the percentage that CDBG funds initially comprised when the property was acquired or the facility was constructed;
(ii) If CITY sells the property or facility, or is required to sell the property 210
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
or facility, CITY is to reimburse the COUNTY an amount that represents the percentage of proceeds realized by the sale that is identical to the percentage that CDBG funds comprised of the monies paid to initially acquire the property or construct the facility. This percentage amount will be calculated after deducting all actual and reasonable cost of sale from the sale proceeds.

10. DISPOSITION OF INCOME GENERATED BY THE EXPENDITURE
OF CDBG FUNDS.

CITY shall inform COUNTY in writing of any income generated by the expenditure of CDBG funds received by CITY from COUNTY. CITY may not retain program income so generated. Any and all program income shall be returned to the County and may only be used for eligible activities in accordance with all CDBG requirements, including all requirements for citizen participation.

The COUNTY is required by HUD to monitor and report the receipt and use of all program income. CITY is required to track, monitor, and report any and all program income as requested by COUNTY.

11. TERMINATION.

Except as provided for in Section 2, CITY and COUNTY cannot terminate or withdraw from this Agreement while it remains in effect.

12. NOTICES.

All correspondence and notices required or contemplated by this Agreement shall be delivered to the respective parties at the addresses set forth below and are deemed submitted two days after their deposit in the United States mail, postage prepaid:

COUNTY OF RIVERSIDE CITY OF BANNING _____________
Heidi Marshall, Director Elizabeth Gibbs, City Manager
County of Riverside HWS City of Banning
3403 Tenth Street, Suite 300 99 E. Ramsey Street
Riverside, CA 92501 Banning, CA 92220
211
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

13. AGREEMENT ADMINISTRATION.

The City Manager of the CITY, and the Director of Housing and Workforce Solutions of County of Riverside, or their designee, shall administer the terms and conditions of this Agreement for their respective city or county.

14. COOPERATION; FURTHER ACT.

The PARTIES shall cooperate fully with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purpose of the Agreement.

15. NO THIRD-PARTY BENEFICIARIES.

This Agreement is made and entered into for the sole protection and benefit of the PARTIES hereto and shall not create any rights in any third parties. No other person or entity shall have any right or action based upon the provisions of the Agreement.

16. SECTION HEADINGS.

The Section headings herein are for the convenience of the PARTIES only and shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning or intent of the provisions or language of this Agreement.

17. FORMER AGREEMENTS UTILIZING COMMUNITY
DEVELOPMENT BLOCK GRANT FUNDS BETWEEN COUNTY AND CITY.

All agreements between CITY and COUNTY regarding the use of CDBG funds for fiscal years 1975-76 through fiscal years 2026-27 and any Supplemental Agreements there under, shall remain in full force and effect. If the language of this Agreement is in conflict or inconsistent with the terms of any prior said agreements between CITY and COUNTY, the language of this Agreement will be controlling.

18. INDEMNIFICATION
CITY agrees to indemnify, defend, and hold harmless COUNTY and its authorized officers, employees, agents, and volunteers from any and all claims, actions, losses, damages, and/or liability arising from CITY acts, errors or omissions and for any costs or expenses incurred by COUNTY on account of any claim therefore, except where such indemnifications is prohibited 212
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
by law. CITY shall promptly notify COUNTY in writing of the occurrence of any such claims, actions, losses, damages, and/or liability.

CITY shall indemnify and hold harmless COUNTY against any liability, claims, losses, demands, and actions incurred by COUNTY as a result of the determination by HUD or its successor that activities undertaken by CITY under the program(s) fail to comply with any laws, regulations, or policies applicable thereto or that any funds billed by and disbursed to CITY under this Agreement were improperly expended.

19. COMPLIANCE WITH LAWS AND REGULATIONS.

By executing this Agreement, the Parties hereby certify that they will adhere to and comply with all Federal, state and local laws, regulations and ordinances.

20. ENTIRE AGREEMENT.

It is expressly agreed that this Agreement embodies the entire agreement of the Parties in relation to the subject matter hereof, and that no other agreement or understanding, verbal or otherwise, relative to this subject matter, exists between the Parties at the time of execution.

21. SEVERABILITY.

Each paragraph and provision of this Agreement is severable from each other provision and in the event any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provision will never the less continue in full force without being impaired or invalidated in any way.

22. ASSIGNMENT.

CITY shall not make any sale, assignment, conveyance or lease of any trust or power, or transfer in any other form with respect to this Agreement, or delegate or assign any interest in this Agreement without prior written approval of the County.

23. INTERPRETATION AND GOVERNING LAW.

This Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California. This Agreement shall be construed as a whole according to its fair language and common meaning to achieve the objectives 213
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
and purposes of the Parties hereto, and the rule of construction to the effect that ambiguities are to be resolved against the drafting Party shall not be employed in interpreting this Agreement, all Parties having been represented by counsel in the negotiation and preparation hereof.

24. WAIVER.

Failure by a Party to insist upon the strict performance of any of the provisions of this Agreement by the other Party, or the failure by a Party to exercise its rights upon the default of the other Party, shall not constitute a waiver of such Party’s right to insist and demand strict compliance by the other Party with the terms of this Agreement thereafter.

25. JURISDICTION AND VENUE.

Any action at law or in equity arising under this Agreement or brought by a Party hereto for the purpose of enforcing, construing or determining the validity of any provision of this Agreement shall be filed in the Superior Court of California, County of Riverside, State of California, and the Parties hereto waive all provisions of law providing for the filing, removal or change of venue to any other court or jurisdiction.

26. AMENDMENTS
No change, amendment, or modification to the Agreement shall be valid or binding upon CITY or COUNTY unless such change, amendment, or modification is in writing and duly executed. CITY and COUNTY agree to adopt any necessary amendments to this Agreement to incorporate changes required by HUD as set forth in the Urban County Qualification Notice.

Amendments must be submitted to HUD as provided in the Urban County Qualification Notice and failure to do so will void the automatic renewal for such qualification period.

27. PROHIBITION OF CDBG FUND TRANSFER
Parties to this Agreement understand and agree that they may not sell, trade, or otherwise transfer all or any portion of CDBG Part 52 funds to a Metropolitan City, Urban County, unit of general local government, or insular area that directly or indirectly receives CDBG funds in exchange for any funds, credits, or non-Federal considerations, but must use such funds for activities eligible under Title I of the Housing and Community Development Act of 1974, as amended
214
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

28. EMERGENCY SOLUTIONS GRANT FORMULA ALLOCATION
CITY acknowledges that while participating in the COUNTY’s Urban County program, CITY can only receive a formula Emergency Solutions Grant (ESG) allocation from the Urban County program and only at such times as authorized by the Board of Supervisors. The CITY and COUNTY may also apply for ESG funds from the State of California, if permitted by the State.

29. HOME INVESTMENT PARTNERSHIP ACT FORMULA

ALLOCATION
CITY acknowledges that while participating in the COUNTY’s Urban County program, CITY can only receive a formula HOME allocation from the Urban County program and only at such times as authorized by the Board of Supervisors. The CITY and COUNTY may also apply for HOME funds from the State of California, if permitted by the State.

30. AUTHORITY TO EXECUTE.

The persons executing this Agreement or exhibits attached hereto on behalf of the Parties to this Agreement hereby warrant and represent that they have the authority to execute this Agreement and warrant and represent that they have the authority to bind the respective Parties to this Agreement to the performance of its obligations hereunder.

31. INCORPORATION OF RECITALS
The Parties hereby affirm the facts set forth in the recitals above. Said recitals are incorporated herein and made an operative part of this Agreement.

32. COUNTERPARTS
This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute one and the same instrument. [SIGNATURES ON FOLLOWING PAGE]
215
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
IN WITNESS WHEREOF, the COUNTY and CITY have executed this Agreement on the date shown below.

Date: _______________________

COUNTY OF RIVERSIDE, CITY OF BANNING,
a political subdivision of the a general law city
State of California
BY: ____________________________ BY: _________________________ Heidi Marshall, Director Mayor or City Manager
Housing and Workforce Solutions
APPROVED AS TO FORM: ATTEST:

Minh C. Tran,
County Counsel
BY: ________________________
By: __________________________________ City Clerk
Braden Holly
Deputy County Counsel

APPROVED AS TO FORM:

BY: __________________________
City Attorney
216
Cooperation Agreement For CDBG, HOME And ESG Funds 2027-2029

1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28

COUNTY COUNSEL CERTIFICATION
The Office of County Counsel of the County of Riverside hereby certifies that the terms and provisions of this Agreement are fully authorized under state and local law and that the Agreement provides full legal authority for the COUNTY to undertake, or assist in undertaking, essential community development and housing assistance activities specifically urban renewal and publicly assisted housing.

County Counsel
By: ____
Deputy County Counsel, Braden Holly
217

CITY OF BANNING

STAFF REPORT
TO: CITY COUNCIL
FROM: Elizabeth Gibbs, City Manager
PREPARED BY: Holly Stuart, Public Works Program Manager Arturo Vela, Director of Public Works
MEETING DATE: July 14, 2026
SUBJECT: Consideration of Resolution 2026-109, Awarding Professional Services Agreements to Blais & Associates, Evan Brooks Associates, and Townsend Public Affairs for On-Call Grant Writing and Grant Management Services in a Total Aggregate Not-to-Exceed Amount of $100,000 for the initial term, with Renewal Options, and Rejecting All Other Proposals
STAFF RECOMMENDATION:

Adopt Resolution 2026-109
BACKGROUND:

The City regularly pursues grant funding to support public infrastructure, public safety, parks and recreation, economic development, community development, transportation, environmental, and other municipal priorities. Grant opportunities are often highly competitive and may require technical writing, benefit analysis, supporting documentation, project coordination, and compliance with strict application requirements and deadlines.

To ensure the City has access to qualified professional support, the City released Request for Proposals (RFP) No. 26-127 for Grant Writing and Grant Management Services through the City’s ProcureNow/OpenGov procurement system. The solicitation was posted on March 26, 2026, with proposals due April 30, 2026. The solicitation requested professional, on-call grant writing and grant management services to assist with identifying grant opportunities, preparing applications, and providing post-award grant administration support as needed.

In response to the RFP, the City received twelve proposals, which were ranked in the following order:

1. Blais & Associates, LLC

2. Evan Brooks Associates, Inc.

3. Townsend Public Affairs

4. Engineering Solutions Services, Inc.

5. CLA (CliftonLarsonAllen LLP)

6. The CrisCom Company

7. iParametrics, LLC

8. Public Consulting Group LLC

9. Lexipol, LLC

10. Villa Civil, APC

11. Alpha Omega Group Logistics LLC

12. Grant Writers
218
An evaluation committee was formed and reviewed the proposals based on qualifications, relevant experience, approach, ability to provide grant-writing and grant management services, service flexibility, and pricing. Following review, staff recommends awarding a bench of on-call consultants to Blais & Associates, Evan Brooks Associates, and Townsend Public Affairs.

The recommended bench approach allows the City to assign work based on the type of grant opportunity, subject matter expertise, workload, availability, and the specific needs of each department.

This structure provides the City with flexibility and avoids reliance on a single consultant when grant deadlines are time-sensitive or multiple opportunities arise simultaneously.

Collectively, Blais & Associates, Evan Brooks Associates, and Townsend Public Affairs proposed comprehensive grant writing and grant management services that include grant research and monitoring, funding needs assessments, strategic consultation, grant application development and submittal, funding advocacy, task-order or project-based support, and post-award grant administration and compliance.

The firms’ proposed service models provide the City with flexibility to assign work on an as-needed basis depending on the specific grant opportunity, project requirements, consultant expertise, and departmental needs.

The total aggregate award for all three consultants shall not exceed $100,000 for the initial one-year term of the agreements, with an option to renew for four additional single-year periods. The $100,000 is not intended to be divided equally among the consultants; rather, funds will be flexible and used on an asneeded basis, assigned to the consultant best suited for each grant opportunity or grant management task. Work will only be authorized within the approved aggregate not-to-exceed amount.

JUSTIFICATION:

Awarding a bench of qualified grant-writing and grant-management consultants will provide the City with professional support to identify, pursue, and manage grant funding opportunities. The selected consultants provide complementary experience and service models, allowing the City to obtain assistance with grant research, application preparation, funding strategy, project coordination, and postaward compliance.

Grant deadlines often require quick turnaround and specialized technical writing. Establishing agreements with multiple consultants allows staff to assign work efficiently, compare availability, select the most appropriate consultant for each grant opportunity, and better manage costs within the total approved budget. The City does not have sufficient internal staff capacity to provide the level of ongoing grant research, writing, application coordination, and grant management support required to maximize funding opportunities across departments.

Staff recommends approval of agreements with Blais & Associates, Evan Brooks Associates, and Townsend Public Affairs in the total aggregate not-to-exceed amount of $100,000 for the initial term, with renewal options based on satisfactory services.

FISCAL IMPACT:

The total aggregate award for grant writing and grant management services shall not exceed $100,000 for the initial one-year term. Funding will be used flexibly among Blais & Associates, Evan Brooks Associates, and Townsend Public Affairs based on authorized assignments and City needs.

All services and expenditures under the agreements are subject to the availability of budgeted funds and applicable City appropriation authority. The Continuing Resolution approved by the City Council in June provides expenditure authority for the first quarter of the fiscal year, which is anticipated to be sufficient to cover projected expenditures until the Fiscal Year 2026–2027 budget is formally adopted. 219
Because grant writing and grant management services may support multiple departments and projects, specific account numbers and general ledger codes will be assigned to purchase requisitions when individual tasks are authorized. No individual consultant is guaranteed a specific dollar amount under the bench award.

ATTACHMENTS:

1. Blais & Assoicates Proposal.pdf

2. Evan Brooks Proposal.pdf

3. Townsend Public Affairs Proposal.pdf

4. Reso_2026-109 JT edits.docx

5. Contract No C01275 - Townsend Public Affairs - Grant Services.docx

6. Contract No C01276 - Evan Brooks Associates - Grant Services.docx

7. Contract No C01277 - Blais & Associates - Grant Services.docx 220
Contact: Whitten Guajardo, Chief Operating Officer
Phone: (949) 620-0912
Email: [email protected]
Website: www.blaisassoc.com
April 30, 2026
City of Banning
Grant Writing and Grant Management
Services
Proposal
221
GRANT RESEARCH, WRITING, & MANAGEMENT | i

TABLE OF CONTENTS
A. STATEMENT OF UNDERSTANDING AND APPROACH 1
B. COMPANY INFORMATION 13
C. COMPANY PERSONNEL 15
D. DISCLOSURE 17
E. EXPERIENCE AND REFERENCES 18
F. APPENDICES 26
222
GRANT RESEARCH, WRITING, & MANAGEMENT | 1
A. STATEMENT OF UNDERSTANDING AND APPROACH
B&A uses a proven methodology refined over two decades to ensure client success.

NEEDS ASSESSMENT & GRANT STRATEGIC PLAN
B&A recommends the one-time development of a Grant Strategic Plan to guide future grant research and development. This includes up to three calls with City staff to conduct a “Needs Assessment,” where B&A will develop an understanding of the City’s priority projects and review relevant documents, such as the City’s Capital Improvement Program (CIP), strategic plans, and budget.

Based on these discussions, B&A will create a comprehensive Grant Strategic Plan outlining the City’s projects, goals, and alignment with grant programs, including a forecast/schedule of key grant opportunities. This plan helps the City budget match funding for grant programs and supports targeted, effective grant applications.

GRANT RESEARCH – GRANT MONITORING/INTELLIGENCE
Actively Identify Grant Resources. B&A systematically researches and tracks grant opportunities daily across federal, state, regional, and local levels. Our team develops detailed Fact Sheets summarizing key information, including the funding agency, available funding, average award amounts, deadlines, eligibility, program details, and more. In addition, our membership to the League of Cities provides us with up-to-date knowledge regarding issues facing local and regional government agencies. B&A also monitors propositions and legislative activities to understand the potential impact on our clients and grant programs.

Our B&A Research
Department develops and
issues over 450 targeted
grant Fact Sheets and
summaries every year.
223
GRANT RESEARCH, WRITING, & MANAGEMENT | 2
B&A uses the following methods to keep informed on current opportunities and to search for specific grants:

Method Description
Grant Calendar
B&A excels in understanding federal, state, and regional grant programs and their funding cycles. B&A’s expertise allows us to quickly align client needs with our grant calendars, ensuring clients capitalize on recurring annual programs.

Federal Funding
B&A monitors the federal government’s web portal daily for grant announcements. The portal lists every grant announcement issued by federal agencies.

State Funding
B&A maintains a comprehensive list of all state agencies and their grant portals, monitoring sites daily for new grant notices. B&A also stays current on bond measures or propositions that are passed through the general election process.

Foundation
Funding
B&A receives the “RFP Bulletin” weekly via electronic mail from the Foundation Directory, which is the recognized portal for all foundation and not-for-profit funding nationwide. As relevant and/or requested, B&A summarizes targeted opportunities and forwards them to the City for consideration.

Local Funding
There are several regional agencies and planning organizations that have funding programs, such as councils of governments and air quality management districts, all of which are also tracked.

GRANT RESEARCH – MONTHLY GRANT ACTIVITY REPORT
B&A recommends a monthly Grant Activity Report (GAR) call with City staff to review active grant opportunities, ongoing projects, submitted applications, awards, denials, and any special services provided.

Additionally, B&A provides an annual Grant Roll-up Report summarizing program achievements and ROI for executive-level updates.
224
GRANT RESEARCH, WRITING, & MANAGEMENT | 3
City of Banning Roll-Up Report.

GRANT RESEARCH – GRANT RESEARCH CONSULTATION
The City can request grant research consultation at any time to investigate specific programs. B&A’s team ensures responsive and thorough research, including contacting funding agencies to assess program goals and gauge agency interest in the proposed project. This is particularly valuable to the City when evaluating a proposed project that may not initially appear to be eligible or competitive for the program. B&A’s extensive agency contacts provide actionable insights to guide decisions.

GRANT RESEARCH, WRITING, & MANAGEMENT SERVICES | 1
Return on Investment:
$98 per dollar spent

1. COMPETITIVE GRANTS AWARDED TOTAL $47,212,318
Granting Agency/Funding Source Project Grant Award

1.1 2020 Bureau of Reclamation Small Scale Water Efficiency Pressure Zone Separation and Water Loss Reduction Project $75,000

1.2 2020 U.S. Department of Justice Coronavirus Emergency Supplemental Funding Program Coronavirus Emergency Response Reimbursement $34,733

1.3 2020 County of Riverside CARES Act Emergency Solutions for COVID-19 Ramsey Street Village Project $125,000

1.4 2020 California Housing and Community Development
Department Local Early Action Planning (LEAP) Program Local Early Action Planning Project $150,000

1.5 2020 Southern California Association of Governments (SCAG) Sustainability Planning Grant
City of Banning Comprehensive Active Transportation
Plan $250,000

1.6 2021 County of Riverside CARES Act Emergency Solutions Grant Round II COVID-19
Ramsey Street Village Staff, Security, and Site
Improvements  $175,000

1.7 2021 California State Parks Outdoor Equity Grants Program Outdoor Exploration Program $700,000

1.8 2021 California Department of Water Resources (DWR) Urban and Multibenefit Drought Relief
Banning Critical Well Relocation (M-12A) for Drought
Relief $2,475,000

1.9 2022 U.S. Department of Homeland Security; Federal
Emergency Management Agency (FEMA) California Office of Emergency Services (CalOES) Hazard Mitigation Grant
Program (HMGP)
PrepareCA Match: City of Banning Mias Canyon Utility
Hardening for Fire Resiliency Project $547,285

1.10 2022 California Public Utilities Commission (CPUC) Local Agency Technical Assistance Broadband System Expansion Feasibility Study $300,000

1.11 2022 California Department of Water Resources (DWR) SG IRWM Region 2022 Prop 1 Round 2 Implementation Grant
City of Banning Lions Park Recycled Water Conversion
Project - Priority Project 2 of 3. $499,256

1.12 2022 U.S. Department of Transportation; Federal Railroad Administration Railroad Crossing Elimination Grant Program Hargrave Grade Separation Planning Project $2,800,000

1.13 2023 California Housing and Community Development
Department Encampment Resolution Funding Program
Opportunity Village Expansion and Community Homeless
Assistance Team (CHAT) Outreach Project $980,461

1.14 2023 Riverside County Transportation Commission 2023 Western Riverside County Regional Arterials Sun Lakes Boulevard Extension $13,500,000

1.15 2023 Firehouse Subs Foundation Firehouse Subs Public Safety Foundation Grant None $34,997

1.16 2023 Strategic Growth Council Community Resilience Centers Program Banning Armory Community Resilience Center Project $1,070,620

1.17 2024 California Department of Transportation (Caltrans) Sustainable Transportation Planning Grant
Zero-Emissions Vehicle Fleet and Infrastructure
Transition Action Plan $309,850

1.18 2024 California Board of State and Community Corrections (BSCC) Proposition 47 Grant Program Banning Re-Entry & Community Safety Project $6,990,541

1.19 2024 Bureau of Reclamation Title XVI WIIN Critical Wastewater Treatment Recycled Water Upgrades $16,194,575 May 2018 through September 2024 (six years)
City of Banning, CA
Grant Activity Summary
7545 Irvine Center Drive
Irvine Business Center, Suite 200
Irvine, CA 92618
Phone (949) 589-6338
www.blaisassoc.com
225
GRANT RESEARCH, WRITING, & MANAGEMENT | 4

GRANT APPLICATION DEVELOPMENT
B&A’s services help clients stay informed about relevant grants, pursue appropriate funding, and manage reporting and close-out for awarded grants. All B&A-written applications are custom-developed, with detailed and tailored narrative sections, graphics, photos, and artwork.

B&A does not employ cut-and-paste procedures, look-alike templates, or factory-style application approaches.

The following summarizes B&A’s systematic grant writing process:
• Once the client decides to pursue a grant, B&A carefully reviews the agency guidelines and develops a quote outlining the estimated costs for B&A to assist the client. Upon quote approval, B&A schedules all meetings, assembles stakeholders, and obtains relevant information from multiple stakeholders (via emails, phone calls, or virtual meetings) to develop targeted, effective grant proposal submissions.

Throughout the grant proposal development process, B&A ensures all required components meet the grant's evaluation criteria for submission.
• B&A creates a Timeline and Checklist outlining tasks, milestones, and responsibilities based on the due date and grant requirements. B&A works with City staff to coordinate tasks and estimate staff time needed. B&A strives to complete as much of the application as independently as possible and leads the coordination of any necessary meetings, conference calls, or discussions.
• B&A develops an application outline using the grant's narrative questions. B&A’s Grant Writers are skilled in developing narrative with compelling arguments, in active voice, and within any character limitations. Using this outline, B&A conducts a kick-off conference call discussing the grant program, the Timeline and Checklist, and application.
• B&A begins with long-lead tasks, including researching necessary information, meeting with staff and stakeholders, and developing proposal elements such as the scope of work, budget, timeline, justification, cost-benefit analysis, and required forms. B&A interviews key staff and other consultants to gather project details and can also prepare Staff Reports and Resolutions for Board or Council approval.
• B&A provides budget guidance and justifications in alignment with City policies and personnel guidelines and in conformance with grant solicitation requirements. • B&A identifies stakeholder roles with staff and consultants and works with staff to select stakeholders for letters of support. B&A drafts and assists in distributing these letters for signatures.

Over the past 25 years,
B&A has written more
than 2,000 grant
proposals winning over
$1.5 billion in grant
funding.

A grant Timeline &
Checklist is a B&A best
practice that guides the
entire grant writing
application process.
226
GRANT RESEARCH, WRITING, & MANAGEMENT | 5
• B&A attends pre-proposal conferences and webinars hosted by the grant agency. B&A gathers data and photos from existing resources, including General Plans, (California Communities Environmental Health Screening Tool (CalEnviroScreen), and Google Earth.
• B&A performs any necessary calculations for data including greenhouse gas reduction, water savings, and energy savings.

B&A staff is trained in the calculation tools accepted by most grant funding agencies including the California Air Resources Board emission reduction and greenhouse gas reduction tools. B&A also maintains relationships with other firms for additional modeling tools.
• B&A will provide draft copies of grant proposals (80 percent and 100 percent) to the City with an adequate amount of time to allow for feedback and final editing. B&A’s policy is to provide at least 48 hours for review time. B&A then reviews and incorporates the edits and discusses any revisions that might impact the scoring of the project or exceed proposal limitations. The 80 percent draft is intended to ensure the technical aspects of the proposal are accurate and consistent with the goals of the client, including the budget. The final 100 percent draft ensures the City and B&A are comfortable with the final application, includes any of the City’s final adjustments, and to obtain the necessary signatures and approval to submit.
• If hard copy applications are required for submission, B&A prints the physical copies and ensures proper delivery by the due date. If submitting electronic applications via the internet, B&A coordinates any password or authorization requirements as early as necessary to ensure timely submission. • B&A maintains a comprehensive project file, containing all facts, data, statistics, and narrative, throughout the development process, which is provided to City staff for future use once the grant application is submitted and/or approved. All original work products are provided to the client via a link to our online cloud system. Electronic files are in Microsoft Word, Excel, PowerPoint, or other appropriate software.
• In the case that a grant proposal is denied, B&A will coordinate with staff and the granting agency to request a debriefing. Debriefings are extremely valuable because the team can receive recommendations to strengthen the proposal for the next grant cycle.

While the application is undergoing development, B&A will continually assess and score the project and application against the program requirements to ensure that it remains highly competitive.

B&A maintains a
comprehensive project
file for the client’s
records.

All B&A grant applications
are all custom-developed
with unique support
letters and graphics.
227
GRANT RESEARCH, WRITING, & MANAGEMENT | 6

QUALITY CONTROL
B&A exercises the highest level of professional care and accuracy when developing grant deliverables for clients. B&A utilizes a tiered review process involving our most senior grant professionals to ensure that every piece of a grant application is reviewed prior to delivery. Once a grant application is approximately 80 percent complete, B&A’s team will deliver the application to City staff to allow the City an opportunity to provide input and comments. After revisions are made at the 80 percent mark, B&A will finalize the application and deliver a 100 percent complete application to the City as a final opportunity for review and provision of any additional input. Once B&A receives approval from the City, B&A will submit the application on the City’s behalf or will provide detailed submission guidance and support to the designated staff member, depending on the funding agency’s policy. B&A utilizes a similar review process for all other work products and deliverables, ensuring no work product goes to the City without having been thoroughly vetted and reviewed.

GRANT REPORTING AND MANAGEMENT SERVICES
Grant administration requests are processed identically to grant writing requests – a scope of work is defined, and a quote is provided to the client for review and authorization.

For over two decades, B&A has delivered comprehensive pre- and post-award grant administration services for hundreds of funding agreements, supporting municipalities and public agencies in achieving full lifecycle grant success. Our deep expertise with federal compliance and reporting requirements is extensive and includes a myriad of topics including federal procurement, environmental law, human subject protection, prevailing wage and labor compliance, Build America Buy America, American Iron and Steel, and many others. We approach each engagement with precision, responsiveness, and a commitment to excellence – recognizing a well-managed grant today lays the 0%Development of
initial draft
Review of initial draft
by senior B&A staff
member
80%Opportunity for
client comments
Further revisions
and additions by
senior B&A staff
member
100%Review of final draft
by senior B&A staff
member
Final opportunity for
client comments
and input
Final revisions made
to application by
B&A staff member
SubmissionSubmission of
application to
funding agency
B&A has provided pre- and
post-award grant
management assistance for
hundreds of funding
agreements in the past two
decades.
228
GRANT RESEARCH, WRITING, & MANAGEMENT | 7
foundation for future funding success. The B&A team ensures that every award is administered with full regulatory alignment, timely reporting, and audit-ready documentation. Whether navigating multi-agency funding streams or closing out a single-source grant, we bring the same level of rigor and enthusiasm to every assignment – because we understand the City’s credibility with funders depends on it.

For each new grant award, B&A conducts a thorough review of the grant agreement to confirm alignment with the original grant application and to identify any regulatory provisions that may warrant further attention.

This includes evaluating terms related to procurement, reporting, match requirements, and other compliance obligations that could impact implementation. B&A works closely with City staff to collaborate and serve as a liaison with the funding agency – facilitating communication, negotiating terms when necessary, and clarifying any ambiguities that could affect project delivery or audit outcomes. B&A brings extensive experience in drafting resolutions that may be required as a condition of award and we support the development of staff reports or board agenda materials to ensure smooth internal approvals. B&A’s goal is to ensure that a grant agreement is executed accurately and on time, that the City is fully prepared to administer the award under its stated conditions, and that the final agreement clearly reflects the approved scope of work, budget, and timeline. This proactive approach minimizes risk, strengthens compliance, and sets the stage for successful grant performance.

COMPREHENSIVE GRANT MANAGEMENT SERVICES
B&A delivers comprehensive grant management services designed to ensure the successful implementation, administration, and compliance of awarded funding. B&A’s team of experience grant professionals supports clients across the full lifecycle of grant-funded projects, offering tailored solutions that align with federal, state, and local requirements. Core service areas include:
• Post-Submission and Pre-Award Coordination: The B&A team assists with critical pre-award activities to facilitate timely execution of grant agreements. This includes liaising with funders, reviewing award terms, and ensuring readiness for project launch.
• File Maintenance, Compliance Documentation, and Grant Management Portal: The B&A Team conducts a thorough review of the grant application, award agreement, and supporting documentation to establish a compliant file structure. B&A maintains records in accordance with federal, state, and Single Audit standards. Clients receive “view only” access to our secure online grant management portal, enabling 24/7 visibility into project deliverables, budget activity, compliance milestones, and communications, supporting transparency, oversight, and audit readiness. • Ongoing Grant and Project Management: The B&A team provides proactive project oversight through regular check-ins with client teams and stakeholders. Our grant managers monitor progress, address compliance questions, manage scope and budget amendments, and serve as the primary liaison with 229
GRANT RESEARCH, WRITING, & MANAGEMENT | 8
funding agencies. We also identify and mitigate risks, ensuring projects remain on track with regulatory compliance.
• Reporting and Reimbursement: The B&A team prepares and submits all required financial and programmatic reports, including reimbursement requests, performance updates, and final closeout documentation ensuring timely and accurate submissions are aligned with grantor expectations. • Audit Preparation and Support: The B&A team provides hands-on support to prepare documentation, respond to auditor inquiries, and guide our client through the audit process with confidence and clarity.

B&A’s grant managers are subject matter experts in federal, state and local grant administration, including deep familiarity 2 CFR 200 Uniform Guidance. B&A is equipped to provide additional grant administration services beyond the scope outlined above, based on client needs or specific grant requirements.

GRANT MANAGEMENT INTEGRATION
Whenever permitted by program guidelines, B&A proactively includes grant management costs within the overall project budget. This approach maximizes the client’s direct administrative burden and ensures that eligible funds are strategically allocated to support compliant grant administration. By embedding these costs, we help reduce out-of-pocket expenses for the client while maintaining consistent oversight and support throughout the lifecycle of the grant.

GRANT MANAGEMENT SERVICES – COST SAVINGS AND COMPLIANCE SUPPORT B&A delivers grant management services that generate measurable cost savings and operational efficiencies for our clients. By engaging the B&A team, our clients avoid the overhead of hiring full-time staff solely for grant administration while gaining access to the collective expertise of seasoned professionals well-versed in public sector funding.

Our Grant Management team ensures that every awarded project remains compliant with federal, state, and local regulations. We help our clients stay on budget, meet critical reporting deadlines, and maintain momentum throughout the lifecycle of the grant. In the event of an audit, we provide hands-on support, documentation, and guidance to navigate the process with confidence.

One of the most significant advantages B&A offers is continuity. Staff turnover can disrupt grant administration and jeopardize compliance. B&A acts as a steady partner across projects, preserving institutional knowledge and onboarding personnel efficiently. This continuity reduces risk, saves valuable staff time, and ensures that grant-funded initiatives remain well-managed regardless of internal transitions. 230
GRANT RESEARCH, WRITING, & MANAGEMENT | 9
In short, B&A’s offers a reliable, cost-effective solution for clients seeking to maximize the impact of their awarded funds while maintaining full compliance and operational stability.

PROJECT PLAN
The following table provides a sample schedule that indicates a 12-month cycle of a full grant services program. This schedule can vary depending upon the availability of eligible grant programs meeting the City’s requirements.

Table 4
Sample 12-Month Grant Program
Grant Tasks Mo.
1 Mo.
2 Mo.
3 Mo.
4 Mo.
5 Mo.
6 Mo.
7 Mo.
8 Mo.
9 Mo.
10 Mo.
11 Mo.
12 Grant Funding Needs
Analysis ✔ ✔
Grant Research ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
Develop Annual Roll-up
Report ✔
Grant Proposal
Development (assumes
three mid-complexity
applications)
✔ ✔ ✔ ✔ ✔ ✔
Legislative Advocacy ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
Grant Reporting,
Compliance and
Management
✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔

CITY RESPONSIBILITY AND COORDINATION REQUIREMENTS
To ensure the successful delivery of grant consulting services, Blais & Associates (B&A) will work collaboratively with City staff and requires timely coordination, access to information, and designated points of contact. The following outlines key tasks and responsibilities requested of the City:

1. Designation of Project Lead and Staff Coordination: The City shall designate a primary point of contact (Project Manager) to serve as the liaison between B&A and City departments. This individual will:
• Coordinate internal communication across departments
• Facilitate scheduling of meetings and stakeholder engagement • Consolidate and provide feedback on draft materials
231
GRANT RESEARCH, WRITING, & MANAGEMENT | 10

2. Participation in Needs Assessment and Strategic Planning: City staff will participate in initial and ongoing discussions to:
• Identify priority projects, capital improvement needs, and funding goals • Provide relevant planning documents (e.g., Capital Improvement Program, General Plan, Master Plans, feasibility studies)
• Share project status, timelines, and constraints

3. Provision of Project Data and Supporting Documentation: To develop competitive grant applications, the City will provide or assist in obtaining:
• Project descriptions, scope details, and cost estimates • Maps, plans, renderings, or conceptual designs (if available) • Existing studies, reports, or environmental documentation • Budget information, including identified or potential matching funds

4. Stakeholder Coordination and Technical Input: City staff will support coordination with internal departments and external stakeholders, including:
• Public Works, Engineering, Planning, Finance, and Administration • Consultants (e.g., engineers, environmental specialists, planners) • Community partners or regional agencies (as applicable) City staff will also assist in reviewing and validating technical content to ensure accuracy.

5. Review of Draft Deliverables: B&A utilizes a collaborative review process. The City will:
• Review draft grant applications and deliverables at the 80% and 100% stages • Provide consolidated comments within agreed-upon timelines (typically 24–72 hours depending on complexity and deadline)
• Confirm final approval for submission

6. Authorization and Approvals: The City is responsible for:
• Providing timely authorization to proceed with grant applications (Notice to Proceed) • Securing required internal approvals, including City Council resolutions or authorized signatures • Executing grant application documents and certifications

7. Participation in Grant Activity Reporting: City staff will participate in regular coordination meetings (e.g., monthly Grant Activity Report calls) to:
• Review active opportunities and project status
• Discuss go/no-go decisions for upcoming applications
• Provide updates on City priorities and funding needs
232
GRANT RESEARCH, WRITING, & MANAGEMENT | 11

8. Post-Award Coordination (If Applicable): For awarded grants, the City will:
• Provide financial and project documentation required for reporting and reimbursement • Coordinate internal staff for implementation and compliance tracking • Review and approve reports prepared by B&A
Collaborative Approach: B&A is committed to minimizing the burden on City staff by leading the grant development process and proactively managing timelines, communication, and deliverables. The City’s timely participation and provision of information are critical to ensuring applications are competitive, compliant, and submitted successfully.

USE OF CITY FACILITIES
B&A does not propose the use, lease, purchase, or rental of any City-owned facilities as part of this engagement. All services will be performed remotely unless otherwise requested by the City.

However, B&A maintains a flexible and client-responsive approach and is available to provide on-site support as needed. Upon the City’s request, B&A staff can attend:
• Site visits and field reviews;
• In-person coordination meetings with staff and stakeholders; • Community engagement events; and/or
• City Council or committee meetings.

This approach allows B&A to efficiently deliver services while remaining readily available to support the City in person when it adds value to project delivery or grant competitiveness.

233
GRANT RESEARCH, WRITING, & MANAGEMENT | 12

ADDITIONAL INNOVATIVE APPROACHES
Decision-Making Support: B&A employs a disciplined, decision-first approach to ensure the City’s resources are focused on the most competitive funding opportunities. Rather than pursuing every grant, we serve as a strategic partner, helping the Authority determine where to invest time and effort for the greatest return.

We are not in the business to write every grant for our clients – we write winning proposals. We will recommend a No-Go if we assess a project is not competitive. This structured vetting process allows B&A to focus not on volume, but on delivering high-quality, competitive applications that maximize funding outcomes for our clients.

Multi-Year / Multi-Component Alignment: B&A brings a strategic, long-range approach to advancing largescale projects that require significant funding. For complex, high-cost initiatives, we do not rely on a single funding source; instead, we develop a coordinated, multi-year funding strategy designed to maximize available resources.
234
GRANT RESEARCH, WRITING, & MANAGEMENT | 13
B. COMPANY INFORMATION
B&A is a full-service Limited Liability Corporation (LLC) offering comprehensive grant consulting services.

Since our founding in 2000, we have accumulated almost three decades of experience providing strategic grant research, writing, and management services to municipal governments, regional public agencies, and various specialized sectors. We work with cities, towns, water districts, and councils of governments, addressing needs in areas such as Public Works, Parks and Recreation, Transportation, Economic Development, Public Health, Public Safety/Fire, and Water. With offices in southern California and Texas, B&A’s team of over 20 professionals works remotely across the United States. This enables us to leverage a broad range of expertise in municipal government grant services.

Licensing. Although licensing is not required for grant consultants, B&A upholds professional standards through active memberships in the Grant Professionals Association (GPA), the National Grants Management Association (NGMA), and the American Grant Writers Association (AGWA). We adhere to the code of ethics established by these organizations, reflecting our commitment to excellence and integrity in grant consulting.

Certifications. B&A’s Grant Managers have Financial Assistance Certifications in federal award management.

These certifications ensure our team is proficient and fluent in Title 2 of the Code to Federal Regulations (2 CFR 200).

The primary location of services will be our California office.

California Office
7545 Irvine Center Dr.

Ste 200
Irvine, CA 92618

Company Name: Blais & Associates, LLC (doing business as “B&A Grant Services”) Company Phone Number: (949) 589-6338
Company Fax Number: (469) 242-2290
Company Email: [email protected]
Main Point of Contact: Whitten Guajardo
Main Point of Contact Phone Number: (949) 620-0912
Main Point of Contact Email: [email protected]
235
GRANT RESEARCH, WRITING, & MANAGEMENT | 14

LITIGATION AND CLAIM DISCLOSURE
B&A confirms that, within the past five (5) years, the firm has not been involved in any litigation, mediation, or arbitration related to the performance of services similar in scope to those described in this Request for Proposals.

Furthermore, to the extent that any services performed by B&A may require professional licenses or certifications, B&A affirms that neither the firm nor any of its personnel have been subject to any disciplinary actions, claims, or adverse findings by any regulatory or licensing authority within the past five (5) years.

B&A maintains a strong commitment to ethical business practices, professional integrity, and full compliance with all applicable regulatory requirements.
236
GRANT RESEARCH, WRITING, & MANAGEMENT | 15
C. COMPANY PERSONNEL
B&A proposes a highly experienced team to provide grant support services to the City.

B&A ORGANIZATIONAL CHART

TEAM QUALIFICATIONS AND ROLES
Natale Lessey, B&A’s CEO, is responsible for overall leadership of B&A, including client services and quality control. Natale joined B&A in 2007 and has managed hundreds of grant development projects worth hundreds of millions of dollars in awarded and requested funding. Natale is responsible for high-quality client services across all engagements. She oversees all B&A Client Relationship Directors and Client Relationship Managers, providing strategic guidance on proposal development, client strategy, and client interaction to ensure consistency, responsiveness, and excellence in service delivery.

Whitten Guajardo, B&A’s COO, oversees B&A’s day-to-day operations and ensures effective execution of B&A’s strategic objectives. Whitten manages internal operations across departments, overseeing operations systems, workflows, staffing, performance management, and process improvement to ensure consistency, efficiency, and high-quality service delivery to clients. Whitten partners closely with Natale to implement organizational strategy, scale operations, manage risk, and support sustainable growth across all service lines.

Management
Natale Lessey, CEO
Whitten Guajardo, COO
Client Relationship
Management
Client Relationship
Directors
Client Relationship
Managers
Grant Research & Grant Management
Ursula Drake
Managing Director
Grant Research
Analysts Grant Managers
Grant Development
Susan Worley
Managing Director
Grant Writers
237
GRANT RESEARCH, WRITING, & MANAGEMENT | 16
Ursula Drake, B&A’s Managing Director of Grant Management, brings extensive federal and state government agency experience to our company. She manages grant research and tracking, overseeing the maintenance of a full database of grant solicitations and developing research products as requested by the City. Ursula manages funding proposals for the library, developing timely Fact Sheets for Notice of Funding Opportunities (NOFOs), providing materials to Client Relationship Managers for client distribution, attending webinars, and keeping the B&A grant database current. She also oversees all pre- and post-award grant reporting, administration, and compliance, collaborating with the Grant Management Department to ensure adherence to grant agreement terms and conditions, along with preparation of accurate reports and maintenance of detailed records.

Susan Worley, B&A’s Managing Director of Grant Development, is responsible for grant application development and quality control. Susan has won over $72 million in grant funding since joining B&A in 2016. Susan ensures the submission of compelling and well-crafted grant proposals, along with overseeing compliance with grant program guidelines to maximize win rates.

MINIMUM QUALIFICATIONS AND BUSINESS STANDING DISCLOSURE:

B&A affirms that the firm meets and exceeds the minimum requirements outlined in this Request for Proposals. B&A has more than five (5) years of continuous experience providing services of similar type, scope, and complexity as those described in the Scope of Services. Our firm has a demonstrated track record of successfully delivering comprehensive grant consulting services, including strategic planning, grant research, application development, and grant management, for municipal and public agency clients.

B&A further certifies that it is a legally registered and active business entity and has not filed for bankruptcy under its current name or any other business name within the past five (5) years.

DEDICATED STAFF TO CITY
B&A maintains a team of over 22 experienced grant writers and grant managers who are available to support all phases of grant development. We assign a dedicated Client Relationship Manager (CRM) to serve as the primary points of contact for the City, ensuring consistency, clear communication, and strategic oversight. The Client Relationship Manager collaborates with our internal team of expert writers to deliver high-quality, competitive proposals tailored to the City’s priorities and funding opportunities.

Please see full resumes provided in Appendices including the City’s dedicated CRM and B&A’s management team.

Note: Staff availability may be subject to change depending on the timing of the contract award and contract execution.

B&A will seek the City’s prior approval for any staff changes. 238
GRANT RESEARCH, WRITING, & MANAGEMENT | 17
D. DISCLOSURE
B&A affirms that it has no existing or past contracts, agreements, or affiliations with any organizations, entities, or individuals that would present a conflict of interest in the performance of services for the City. Specifically, B&A does not have any current business relationships with B&A affirms that it has no past or current business or personal relationships with any elected officials, appointed officials, City employees, or family members of any current Banning elected official.

B&A maintains strict standards of professional integrity and independence in all client engagements. Should any potential conflict or relationship arise during the course of this engagement, B&A will promptly disclose such information to the City and take appropriate steps to ensure full transparency and compliance with all applicable requirements.
239
GRANT RESEARCH, WRITING, & MANAGEMENT | 18
E. EXPERIENCE AND REFERENCES
Over the past 26 years, B&A has successfully written more than 2,300 grant applications, securing over $1.8 billion in funding for our clients. In addition to grant writing, we have managed and reported on hundreds of grant agreements, administering over $600 million in awarded funds.

Our expertise is best demonstrated by the wide range of funding agencies for which we have prepared successful grant applications on behalf of our clients. Table 1 provides a summary of the funding secured from various agencies, showcasing the diversity and scope of our achievements.

TABLE 1
Summary of B&A Grant Agency and Program Experience (Not Comprehensive) Funding Agency Applications
Submitted Awarded Funds
Federal
U.S. Department of Transportation 187 $360,361,419
U.S. Department of Homeland Security 185 $65,924,584
U.S. Department of the Interior 137 $61,976,791
U.S. Department of Housing and Urban Development 19 $24,757,994 U.S. Economic Development Administration 22 $18,445,901 Congressionally Directed Spending 74 $16,653,804
U.S. Department of Health and Human Services 26 $13,805,765 U.S. Department of Agriculture 24 $8,409,700
U.S. Department of Justice 38 $6,390,155
U.S. Department of Energy 20 $4,396,669
U.S. Environmental Protection Agency 21 $4,378,414
U.S. Department of Labor 6 $960,814
U.S. Department of Defense 7 $567,000
National Endowment for the Arts 19 $280,000
California (State and County-Level Agencies)
California Environmental Protection Agency 78 $303,519,693 California Department of Transportation 351 $283,416,319 California Natural Resources Agency 396 $210,140,972
California Business, Consumer Services and Housing Agency 67 $86,252,822 California Governor's Office 34 $34,696,850
California Department of Corrections and Rehabilitation 21 $32,779,486 California Department of Public Health 17 $18,623,018
California State Library 10 $14,470,872
240
GRANT RESEARCH, WRITING, & MANAGEMENT | 19
TABLE 1
Summary of B&A Grant Agency and Program Experience (Not Comprehensive) Funding Agency Applications
Submitted Awarded Funds
Los Angeles County 12 $11,578,177
California Department of Finance 4 $7,567,606
California Department of Food and Agriculture 3 $7,250,000 California Department of Education 12 $4,629,877
California Department of Justice 13 $3,986,173
Riverside County 9 $3,912,817
California Governor’s Office 17 $3,143,945
California Office of Emergency Services 21 $2,478,466
San Bernardino County 5 $651,901
California Public Utilities Commission 2 $556,846
Orange County 5 $380,000
California State Set-Asides 1 $30,000
Regional Agencies
Councils of Governments/Metro Planning Organizations 110 $100,497,470 Transportation Agencies 90 $65,164,912
Air Quality Management Districts 56 $11,574,145
Foundations and Private Entities 150 $4,074,406
Water Districts 10 $1,710,750

RECENT GRANT AWARDS
B&A has a proven track record, securing over 46 percent of client grant applications annually - far exceeding the typical 5-20 percent funding rate for most programs. This success is driven by our deep expertise in grant programs, daily research, and strategic guidance on “go” or “no-go” decisions to align with funding agency priorities. B&A helps clients stay informed about relevant grants, pursue appropriate opportunities, and manage reporting, compliance, and close-out requirements for awarded grants. In the past five years, B&A developed over 770 grants for our California clients, securing over $786 million in grant funding, with a California-specific all-time win rate of 45 percent.
241
GRANT RESEARCH, WRITING, & MANAGEMENT | 20
Table 2 highlights our recent achievements.

TABLE 2
Recent B&A Grant Wins (Not All-Inclusive)
Funding Agency Grant Program Client Name Project Award
Date
Awarded
Funds
Federal Awards
Federal Emergency
Management Agency
(FEMA)
Emergency
Operations Center
City of Anaheim
Department of
Public Works
Emergency
Operations Center
Renovation
2025 $1,500,000
Federal Emergency
Management Agency
(FEMA)
Staffing for
Adequate Fire and
Emergency
Response (SAFER)
City of Montclair Hiring of
Firefighters 2025 $443,796
U.S. Department of
Transportation
Advanced
Transportation
Technology and
Innovation
City of Pomona
Pomona Emerging
Transportation
Technologies
2024 $10,621,872
U.S. Department of
Transportation Low or No Emission Omnitrans
Omnitrans sbX
Green Line Zero
Emission Buses,
Charging
Infrastructure, and
Workforce
Development
2024 $8,447,218
U.S. Department of
Transportation
Safe Streets and
Roads for All City of Riverside
City of Riverside
Neighborhood
Safety Investment
2024 $7,448,000
Pipeline and
Hazardous Materials
Safety Administration
Natural Gas
Distribution
Infrastructure Safety
and Modernization
Long Beach Utilities
Department
Long Beach Natural
Gas Pipeline
Replacement and
Leak Detection
Implementation
2024 $6,806,640
California Awards
Southern California
Association of
Governments
Sustainable
Transportation
Block Grant/CMAQ
City of Indio I-10/Monroe Street 2025 $30,000,000
California Natural
Resources Agency EnergIIZE Incentive
Anaheim
Transportation
Network
Additional Charging
Ports for New Buses 2025 $2,360,042
242
GRANT RESEARCH, WRITING, & MANAGEMENT | 21
TABLE 2
Recent B&A Grant Wins (Not All-Inclusive)
Funding Agency Grant Program Client Name Project Award
Date
Awarded
Funds
California Department
of Justice
Tobacco Grant
Program
City of Pasadena
Department of
Public Health
STOP
(Strengthening
Tobacco Oversight
and Prevention)
2025 $759,271
San Gabriel & Lower
Los Angeles Rivers
and Mountains
Conservancy
Rivers and
Mountains
Conservancy
City of Anaheim
Department of
Public Works
La Palma Park
Revitalization 2025 $750,000
California Business,
Consumer Services
and Housing Agency
HOME Investment
Partnerships City of Indio Owner-Occupied Rehabilitation 2025 $500,000 California Department
of Transportation
(Caltrans)
Sustainable
Transportation
Planning
Anaheim
Transportation
Network
ANNA Bus Rapid
Transit and
Community
Connection Nodes
2025 $425,165
California Natural
Resources Agency
CalFire Wildfire
Resiliency and
Forest Health
City of Anaheim
Department of
Community
Services
Irvine Ranch
Conservancy
Vegetation Clearing
2025 $300,000
California Energy
Commission
Community Energy
Reliability &
Resilience
Investment
City of Anaheim
Department of
Public Utilities
Distribution Switch
Reliability &
Automation
Upgrades
2024 $7,453,938
California Board of
State and Community
Corrections
Proposition 47 City of Banning Banning Re-Entry &
Community Safety 2024 $6,990,541
California Department
of Housing and
Community
Development
Permanent Local
Housing Allocation City of Norwalk Norwalk ADU Program 2024 $3,556,572 California Coastal
Conservancy
State Coastal
Conservancy
City of Anaheim
Department of
Community
Services
River Park 2024 $2,000,000
243
GRANT RESEARCH, WRITING, & MANAGEMENT | 22

RELEVANT PROGRAM EXPERIENCE
B&A brings extensive experience supporting municipal clients in securing highly competitive funding across a wide range of federal and state programs. Our team has successfully developed and managed applications for complex infrastructure, transportation, water, and community development initiatives, aligning project needs with program priorities to maximize competitiveness and funding outcomes.

B&A has a proven track record of securing funding through the following programs:
• State Revolving Fund (SRF) Programs – Secured $260 million with 19 applications submitted. • Integrated Regional Water Management (IRWM) Planning and Implementation Grants – Secured $18.3 million with 59 applications submitted.
• Highway Safety Improvement Program (HSIP) – Secured $1.9 million with 4 applications submitted. • Active Transportation Program (ATP) – Secured $82.1 million with 114 applications submitted. • U.S. Bureau of Reclamation Grants – Secured $39 million with 106 applications submitted. • State Water Resources Control Board Grants – Secured $287 million with 42 applications submitted. • U.S. Department of Transportation (USDOT) Grants – Secured $353.5 million with 188 applications submitted.

These funding successes reflect B&A’s ability to navigate complex program requirements, develop competitive and compliant applications, and strategically position client projects for award across multiple funding cycles.
244
GRANT RESEARCH, WRITING, & MANAGEMENT | 23
B&A’s grant management roster includes over $600 million successfully managed grant dollars. Table 3 shows examples of funded grants administered by B&A.

TABLE 3
Sample of B&A-Managed Grant Projects (Not All-Inclusive) Funding Agency Grant Program Client
Name Project Years Managed
Grant
Amount
U.S. Department of
Homeland Security,
Federal Emergency
Management Agency
(FEMA)
Hazard Mitigation
Program
City of
Anaheim
Undergrounding High
Voltage Electrical Line,
Phase One (Project)
2024 -
present $6,572,500
California Department of
Water Resources
Urban Community
Drought Relief
Program
City of Yuba
City
City-Owned Property
Turf Replacement and
Commercial Property
Turf Replacement
2024 –
present $3,415,152
U.S. Department of
Commerce, Economic
Development
Administration (EDA)
Economic
Adjustment
Assistance
Program
Los Angeles
Tourism &
Convention
Board
Los Angeles Tourism &
Convention Board
Marketing Plan
2023 –
2024 $7,500,000
U.S. Department of
Homeland Security,
Federal Emergency
Management Agency
(FEMA)
Staffing for
Adequate Fire and
Emergency
Response
City of Celina
Staffing for Adequate
Fire and Emergency
Response
2022 –
present $3,656,691
California Department of
Transportation (Caltrans)
Clean California
Local Grant
Program
City of
Farmersville
198 Gateway and
Downtown
Improvements
2022 –
present $4,333,906
U.S. Department of
Homeland Security,
Federal Emergency
Management Agency
(FEMA)
Hazard Mitigation
Program
Rancho
California
Water
District
Vail Dam Hazard
Mitigation Project,
Phase One (Project
and Management)
2021 –
present $3,716,699
U.S. Department of
Homeland Security,
Federal Emergency
Management Agency
(FEMA)
Hazard Mitigation
Program
City of
Anaheim
Undergrounding High
Voltage Electrical Line,
Phase One
(Management)
2021 –
present $868,500
U.S. Department of
Housing and Community
Development (HUD)
Community
Development Block
Grant Program
City of
Farmersville
Farmersville
Environmental
Clearance and
Engineering Planning
for Alley Improvement
Project
2020 –
2023 $250,000
245
GRANT RESEARCH, WRITING, & MANAGEMENT | 24

REFERENCES
The following references are from current B&A clients who receive similar grant consulting services to those B&A proposes to provide for the City (company confidential list).

City of Anaheim
Contact: Rudy Emami, Public Works Director
Telephone: 714-765-4058
Email: [email protected]
Services Since: 2010
B&A Services: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), Grant Writing, and Grant
Management
Recent Grants
Awarded:
1) California State Water Resources Control Board Drinking Water State Revolving Fund - $42.4 million.
2) California Department of Transportation Local
Transportation Climate Adaptation Program - $18 million. 3) U.S. Department of Transportation Rebuilding American Infrastructure with Sustainability and Equity- $5 million.

City of Colton
Contact: Bill Smith, City Manager
Telephone: 909-370-5051
Email: [email protected]
Services Since: 2014
B&A Services: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), and Grant Writing
Recent Grants
Awarded: 1) California State Parks Land and Water Conservation Grant Program - $1 million.
2) California Department of Transportation Active
Transportation Program - $2.8 million.
3) San Bernardino County Department of Behavioral Health Homeless Emergency Aid Program- $400,000.

246
GRANT RESEARCH, WRITING, & MANAGEMENT | 25
City of Montebello Fire Department
Contact: Angelica Palmeros, Acting Assistant City Manager Telephone: 323-887-4540 ext. 547
Email: [email protected]
Services Since: 2021
B&A Services: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), Grant Writing, and Grant
Management
Recent Grants
Awarded: 1) U.S. Department of Homeland Security Federal Emergency Management Agency Fire Prevention and Safety Program-
$9 million.
2) U.S. Department of Homeland Security Federal Emergency Management Agency Staffing for Adequate Fire and
Emergency Response Grant Program - $5.6 million.
3) California Department of Housing and Community
Development Permanent Local Housing Allocation - $1.9
million.

Yuba City
Contact: Joshua Wolffe, P.E., Director of Public Works
Telephone: 530-822-3288
Email: [email protected]
Services Since: 2017
B&A Services: Grant Funding Identification (Fact Sheets), Grant Research (Go/No-Go Consultation), and Grant Writing
Recent Grants
Awarded: 1) California Department of Transportation Clean California Local Grant Program - $2.3 million.
2) California Office of Emergency Services Hazard Mitigation Grant Program - $4.8 million.
3) Sacramento Area Council of Governments Regional
Surface Transportation Program - $1.9 million.
247
GRANT RESEARCH, WRITING, & MANAGEMENT | 26
F. APPENDICES
The following information is attached:
• Staff Resumes:
o Dedicated Client Relationship Manager to City of Banning o B&A Management Team
• Rollup Report – from City of Banning’s contract term 2018-2023 with B&A 248

GRANT RESEARCH, WRITING, & MANAGEMENT
Alexandra
Castaneda
Client Relationship
Manager
Alexandra brings extensive experience in local
government and grant management, with a
proven track record of securing and administering
millions of dollars in federal, state, and local funds.

She has supported municipalities, school districts,
and community-based organizations through all
phases of the grant lifecycle—from identifying
opportunities and developing competitive
applications to ensuring post-award compliance
with complex regulatory requirements.

At B&A, Alexandra manages grant efforts for her
portfolio of municipal clients, helping them
maximize funding opportunities while minimizing
administrative burdens. She leverages her
expertise in local government processes and
federal program requirements to provide strategic
guidance tailored to each client’s needs.

PROFESSIONAL CREDENTIALS
• Bachelor of Arts, Business Administration
& Management, Western Governors
University
• FEMA ICS & NIMS Training
• CDBG Administration, Texas Department
of Agriculture
• Local Government Project Procedures
Qualification, University of Texas at
Arlington

PROFESSIONAL ORGANIZATIONS
• Grant Professionals Association, Member
• American Grant Writers Association,
Member
• National Grants Management
Association, Member

EMPLOYMENT HISTORY
• Blais & Associates, LLC (2025-Present)
• Texas Commission on Environmental
Quality
• Rio Grande International Study Center
• Webb County Economic Development

GRANT EXPERIENCE
• Subject Matter Expert (SME) in TERP and TxVEMP grant funding. • Expertise in EPA, HUD, and DOE funding.
• Administered and managed over $300M in state funding. • Developed and submitted over 50 grant applications resulting in over $90M in funding. • Extensive experience identifying and securing grant opportunities across state and federal programs. • Lead end-to-end grant efforts, from application development to administration and closeout. • Ensured compliance with complex funding regulations, reporting standards, and audit requirements. • Strong collaborator with local governments and community organizations. • Bilingual: English & Spanish.
249
GRANT RESEARCH, WRITING, & MANAGEMENT | 1
Natale
Lessey
CEO
Natale brings over a decade of
executive and technical experience in the municipal
grant consulting sector, leading the development and
successful acquisition of millions of dollars in
competitive grant funding and overseeing the
administration of complex, multi-million-dollar grant
portfolios. As Chief Executive Officer and Managing
Director of Client Relationship Management, Natale
provides strategic leadership for client service delivery, ensuring public agency partners receive high-quality,
results-driven support through dedicated Client
Relationship Managers. Natale drives organizational
growth by strengthening client partnerships, aligning
funding strategies with agency priorities, and
establishing service standards that enhance client
satisfaction and long-term success.
.

PROFESSIONAL CREDENTIALS
• Bachelor of Arts, English, California State
University, Fullerton

PROFESSIONAL ORGANIZATIONS
• Grant Professionals Association, Member
• American Grant Writers Association, Member
• National Grants Management Association,
Member

EMPLOYMENT HISTORY
• Blais & Associates, LLC (2013-Present)
• The Ecology Center
• Circle of Help Foundation
• Stephan Kachani Inc.

GRANT EXPERIENCE
• Directed organizational grant strategy resulting in the development of 135+ competitive funding applications. • Secured $55 million in federal and state grant awards, including $14 million in parks and recreation funding and $14 million in transit funding.
• Provide executive oversight of municipal client services, establishing service standards, mentoring Client Relationship Managers, and strengthening client retention and satisfaction. • Drive strategic funding alignment by partnering with public agency leadership to prioritize capital improvement projects and maximize funding competitiveness.
• Oversee full grant lifecycle service delivery, ensuring regulatory compliance, quality assurance, and performance accountability across departments.
• Serve as trusted strategic advisor to executive municipal leadership, providing long-term funding roadmaps supporting infrastructure, housing, transportation, and community development initiatives. • Champion cross-departmental collaboration, staff development, and operational efficiencies to scale service delivery and sustain organizational growth.
250

GRANT RESEARCH, WRITING, & MANAGEMENT
Whitten
Guajardo
Chief Operating
Officer
Our COO brings visionary leadership and strategic expertise to our team, playing a pivotal role in defining and executing our company's strategic vision. With a proven track record of building and motivating high-performing teams, Whitten
excels in driving innovative initiatives designed to help our clients secure and manage substantial grant funding. Her partnership with our CEO ensures insightful
recommendations and robust decision-making support,
aligning our efforts with long-term goals. Whitten oversees B&A department leaders across all divisions, ensuring
efficient and effective client service. With a focus on innovation, growth, and excellence, Whitten is instrumental in positioning B&A for sustained success and impact.

PROFESSIONAL CREDENTIALS
• Bachelor of Arts, Communication, Texas A&M
University

PROFESSIONAL ORGANIZATIONS
• Grant Professionals Association, Member
• American Grant Writers Association, Member
• National Grants Management Association,
Member

EMPLOYMENT HISTORY
• Blais & Associates, LLC (2021-Present)
• alliantgroup, LP

UNIQUE SKILLS
• Skilled communicator with the ability to effectively assess client needs and identify optimal operational strategies tailored to unique client requirements.
• Proven expertise in managing complex projects, ensuring efficient execution while navigating intricate operational and regulatory requirements.
• Experienced in overseeing multi-departmental operations and managing high-level projects for a diverse range of clients. • Possesses deep expertise in identifying and implementing operational improvements. Regularly provides strategic leadership and guidance to department directors and clients to maximize efficiency and project success. 251

GRANT RESEARCH, WRITING, & MANAGEMENT
Ursula
Drake
Managing
Director
Ursula has over two decades of experience in the grant
management arena including federal, state, regional, and foundation programs. Her accomplishments include leading some of the most complex grant and loan programs in the industry using strong budget, compliance, project
management, and reporting skills. Ursula possesses unique skills that encourage teams to work together for successful project management. She routinely leads her grant
management team to successfully manage multi-milliondollar loan and grant-funded projects at the federal, state, and regional level.

GRANT EXPERIENCE
• Over 20 years of comprehensive grant experience across federal, state, and local programs, including research, grant writing, budget development, compliance oversight, and full lifecycle management from application through closeout. • Former U.S. Department of Energy Contracting Officer and Grants Management Specialist with deep expertise in procurement strategy, proposal evaluation, negotiation, and administration of federal financial assistance ranging from $1M to more than $100M.
• Proven success managing large, diverse grant portfolios with a strong record of compliance, documentation accuracy, audit readiness, and multi‑client coordination.
• Extensive knowledge of federal regulations and compliance frameworks including 2 CFR 200, procurement standards, subcontracting requirements, risk mitigation, and protection of controlled unclassified information. • Advanced financial management capabilities, including budget creation, multi‑year reconciliation, expenditure eligibility reviews, variance analysis, and development of internal controls and grant management systems. • Broad experience supporting federally funded infrastructure, workforce, education, and community development projects, paired with strong contract administration skills in modifications, change management, milestone oversight, and resolving contractor performance issues.

PROFESSIONAL CREDENTIALS
• Bachelor of Science, Business Management
and Marketing, Baker College
• CDBG Certified Administrator, Texas
Department of Agriculture
• Certified, Federal Financial Assistance, U.S.

Department of Energy

PROFESSIONAL ORGANIZATIONS
• Grant Professionals Association, Member
• American Grant Writers Association, Member
• National Grants Management Association,
Member

EMPLOYMENT HISTORY
• Blais & Associates, LLC (2016-Present)
• U.S. Department of Energy
• Wichita State University Technical College
• State of Kansas
• Newaygo County Regional Educational Service
Agency
252

GRANT RESEARCH, WRITING, & MANAGEMENT
Susan
Worley
Managing
Director
Susan Worley joined B&A in 2016 and has an extensive
background in client management and grant development.

Susan leads a team of experienced writers, orchestrating the crafting of compelling grant proposals, to ensure satisfaction of targeted goals. Her strategic vision and deep
understanding of diverse funding sources enable her to
navigate the complex landscape of grants, fostering
partnerships with local municipalities, councils of
governments, and other organizations. Susan has secured grant awards from multiple grant agencies crossing focus areas from transportation and recreation infrastructure to planning and hazard mitigation.

PROFESSIONAL CREDENTIALS
• Master of Liberal Arts, English Literature and
Writing, St. Edward’s University
• Bachelor of Arts, Radio-Television-Film, University
of Texas

PROFESSIONAL ORGANIZATIONS
• Grant Professionals Association, Member
• American Grant Writers Association, Member
• National Grants Management Association,
Member

EMPLOYMENT HISTORY
• Blais & Associates, LLC (2016-Present)
• Austin Bat Cave Creative Writing Teacher
• Hospitality, Operations Manager

GRANT EXPERIENCE
• Authored and submitted 100+ grant applications across federal, state, and local funding, achieving a 55% success rate, and securing $72 million in total awarded grant funding including:
o $32 million in transportation-related grants;
o $16.7 million in water and infrastructure grants;
o $3 million+ in parks, recreation, and open space funding; and o $1.7 million in FEMA disaster and hazard mitigation funding. • Experience in local, state, and federal grant application development, including from FEMA and the Bureau of Reclamation.

Special expertise in public works, infrastructure, and environmental grants. • Expertise in technical writing, research, and development of grant proposals for local municipalities, councils of governments and national organizations.
• Extensive experience in assessing client needs, matching needs with grant funding programs, and excellence in client service.
253
GRANT RESEARCH, WRITING, & MANAGEMENT SERVICES | 1
Return on Investment:
$98 per dollar spent

1. COMPETITIVE GRANTS AWARDED TOTAL $47,212,318
Granting Agency/Funding Source Project Grant Award

1.1 2020 Bureau of Reclamation Small Scale Water Efficiency Pressure Zone Separation and Water Loss Reduction Project $75,000

1.2 2020 U.S. Department of Justice Coronavirus Emergency Supplemental Funding Program Coronavirus Emergency Response Reimbursement $34,733

1.3 2020 County of Riverside CARES Act Emergency Solutions for COVID-19 Ramsey Street Village Project $125,000

1.4 2020 California Housing and Community Development
Department Local Early Action Planning (LEAP) Program Local Early Action Planning Project $150,000

1.5 2020 Southern California Association of Governments (SCAG) Sustainability Planning Grant
City of Banning Comprehensive Active Transportation
Plan $250,000

1.6 2021 County of Riverside CARES Act Emergency Solutions Grant Round II COVID-19
Ramsey Street Village Staff, Security, and Site
Improvements  $175,000

1.7 2021 California State Parks Outdoor Equity Grants Program Outdoor Exploration Program $700,000

1.8 2021 California Department of Water Resources (DWR) Urban and Multibenefit Drought Relief
Banning Critical Well Relocation (M-12A) for Drought
Relief $2,475,000

1.9 2022 U.S. Department of Homeland Security; Federal
Emergency Management Agency (FEMA) California Office of Emergency Services (CalOES) Hazard Mitigation Grant
Program (HMGP)
PrepareCA Match: City of Banning Mias Canyon Utility
Hardening for Fire Resiliency Project $547,285

1.10 2022 California Public Utilities Commission (CPUC) Local Agency Technical Assistance Broadband System Expansion Feasibility Study $300,000

1.11 2022 California Department of Water Resources (DWR) SG IRWM Region 2022 Prop 1 Round 2 Implementation Grant
City of Banning Lions Park Recycled Water Conversion
Project - Priority Project 2 of 3. $499,256

1.12 2022 U.S. Department of Transportation; Federal Railroad Administration Railroad Crossing Elimination Grant Program Hargrave Grade Separation Planning Project $2,800,000

1.13 2023 California Housing and Community Development
Department Encampment Resolution Funding Program
Opportunity Village Expansion and Community Homeless
Assistance Team (CHAT) Outreach Project $980,461

1.14 2023 Riverside County Transportation Commission 2023 Western Riverside County Regional Arterials Sun Lakes Boulevard Extension $13,500,000

1.15 2023 Firehouse Subs Foundation Firehouse Subs Public Safety Foundation Grant None $34,997

1.16 2023 Strategic Growth Council Community Resilience Centers Program Banning Armory Community Resilience Center Project $1,070,620

1.17 2024 California Department of Transportation (Caltrans) Sustainable Transportation Planning Grant
Zero-Emissions Vehicle Fleet and Infrastructure
Transition Action Plan $309,850

1.18 2024 California Board of State and Community Corrections (BSCC) Proposition 47 Grant Program Banning Re-Entry & Community Safety Project $6,990,541

1.19 2024 Bureau of Reclamation Title XVI WIIN Critical Wastewater Treatment Recycled Water Upgrades $16,194,575 May 2018 through September 2024 (six years)
City of Banning, CA
Grant Activity Summary
7545 Irvine Center Drive
Irvine Business Center, Suite 200
Irvine, CA 92618
Phone (949) 589-6338
www.blaisassoc.com
254
Contact: Whitten Guajardo, Chief Operating Officer
Phone: (949) 620-0912
Email: [email protected]
Website: www.blaisassoc.com
April 30, 2026
City of Banning
Grant Writing and Grant Management
Services
Price Proposal
255
GRANT RESEARCH, WRITING, & MANAGEMENT | 1

PRICE PROPOSAL
As a boutique service provider, we take a client-centered approach and strive to offer fee arrangements that are practical, transparent, and aligned with individual needs.

Below are B&A’s service offerings that allows the City to retain full control over its budget and allocate funds towards services that address its most immediate needs. The proposed budget provides an estimate of how resources can be strategically deployed for a $100,000 annual budget, which can be set at the City’s discretion.

Task Description Frequency Annual
Cost

MONTHLY COSTS
Needs Assessment /
Analysis
Development of a Strategic Funding Plan for
City’s funding goals
FREE
Included in monthly research $0
Unlimited Grant
Research &
Monitoring, Fact
Sheet Development
,Grant Consultation,
Project Vetting
Distribution of targeted grant opportunities,
summaries, and fact sheets; Develop Monthly
Grant Activity Reports (GARs); Scheduled calls
to review opportunities and grants inprogress; Go/no-go consultation; Coordination calls; Develop Year-End Grant
Roll-Up Reports.

Monthly Fixed
$2,150/month
$25,800
Estimated Annual Budget $25,800
GRANT DEVELOPMENT – Quoted Upon Request (by level of effort) Grant Proposal
Development &
Submittal*
Full scope collaborative grant writing
development to include submission (cost will
vary by application complexity and client
involvement).

This estimates three grants
per year at an average
median price of $12,500 per
grant effort.
$37,500
Estimated Annual Budget $63,300
GRANT Management – Quoted Upon Request (by grant agreement requirements) Grant Management*
Pre- and post-award grant management
services (cost will vary by grant agreement
reporting requirements).

This estimates 1-2 low
complexity grant
management accounts.
$36,700
Estimated Annual Budget $100,000
*Grant fees dependent upon usage

OPTIONA BLENDED HOURLY RATE STRUCTURE FOR MONTHLY RESEARCH B&A is committed to tailoring services to meet a City’s unique needs and budget considerations. In addition to our standard service models, B&A is open to offering an optional blended hourly rate structure for monthly grant research.

Under this approach, services would be provided at a blended rate of $165 per hour, with the City establishing a notto-exceed monthly cap based on its desired level of service. This structure allows the City to maintain full control over expenditures while accessing B&A’s full suite of grant research and advisory support. 256
GRANT RESEARCH, WRITING, & MANAGEMENT | 2

B&A HOURLY BILLING RATES
Personnel Hourly Rate
Associate Grant Staff $150
Senior Associate Grant Staff $180
Technical Director $230

STANDARD FEE SCHEDULE
Description Fee
Professional Services Fixed Fee or Time & Materials basis External Consultants (e.g., BCA analysis) Cost – no markup Mileage Prevailing standard IRS rate
Travel (tolls, taxi, airfare, hotel) Cost – no markup
Printing, Copying, Binding, etc. Cost – no markup
Shipping, Express Mail, or Courier Cost – no markup
B&A’s standard is to perform work on a fixed fee not-to-exceed basis. Each engagement is independently assessed to determine the appropriate scope of work, after which a detailed quote is provided for client review and approval prior to project initiation. This approach allows B&A to serve as a good steward of the client’s financial resources while delivering efficient and high-impact grant services. For added flexibility, B&A also offers hourly billing options when appropriate. B&A may adjust rates annually to reflect changes in the cost of doing business. All external consultant fees and direct out-of-pocket expenses are billed at cost (without markup).

Our proposed rates remain valid for a period of 90 calendar days from the date of submission of this fee schedule. Invoices are provided monthly and are payable within 30 days of receipt.

COST-EFFICIENCY AND BEST PRACTICES
B&A actively integrates the following “cost saving” practices into its operational procedures:
• All out-of-pocket expenses are billed at cost, with no markup to our clients. • B&A utilizes company discounted commercially available printing services (e.g., Staples), as needed, for bulk printing, copying, and binding support, to minimize direct costs. • B&A utilizes company discounted commercially available shipping and delivery services (e.g., FedEx, UPS, or USPS), as needed, for delivery of hard copy materials, significantly reducing expenses. • Receipts for direct expenses can be provided upon request.

257
GRANT RESEARCH, WRITING, & MANAGEMENT | 3

TRAVEL AND REIMBURSABLE EXPENSES
B&A will invoice the City for reasonable and necessary travel-related expenses incurred in the performance of services, including travel, lodging, and subsistence. All such expenses will be billed in accordance with applicable guidelines and will not exceed the current Internal Revenue Service (IRS) standard rates.

B&A will exercise prudent cost control and will coordinate with the City in advance for any anticipated travel requiring reimbursement.

258
Grant Writing &
Grant Management Services

PROPOSAL

PREPARED FOR
City of Banning, California
April 30, 2026
RFP 26-127
Deadline: April 30, 2026, 4:00 PM
Contact: Ellen Clifford, Purchasing Manager
STRATEGIC FUNDING.

CO M M U N I TY I M PA C T.

M E A S U R A B L E R E S U LTS .

Helping public agencies
build stronger communities.
259

PROPOSAL
2 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Cover Letter
V.A COVER LETTER
April 30, 2026
Ellen Clifford, Purchasing Manager
City of Banning
99 E. Ramsey Street
Banning, CA 92220
Subject: RFP 26-127 – Grant Writing and Grant Management Services Dear Ms. Clifford and the Evaluation Committee:

Evan Brooks Associates, Inc. (EBA) is pleased to submit this proposal in response to the City of Banning’s Request for Proposals for Grant Writing and Grant Management Services. We have reviewed the RFP and all accompanying documents in their entirety and confirm our understanding of, and willingness to comply with, all requirements, terms, and conditions prescribed by this RFP and the Sample Agreement.

EBA is a California-certified Disadvantaged Small Business Enterprise (D/SBE) headquartered in Pasadena, approximately 75 miles west of Banning on I-10. Since 2010, our integrated team of grant writers, GIS cartographers, GHG analysts, graphic designers, and cost estimators has secured $2,337,139,495 in grant funding for more than 75 public agencies, with an

84.3% win rate and 90.3% client retention rate. Our average awarded grant is $5.1 million, and we have never missed a submission deadline.

We bring direct, demonstrated experience in the grant programs Banning has identified as priorities: State Revolving Fund, Highway Safety Improvement Program (HSIP), Active Transportation Program (ATP), Bureau of Reclamation programs, SWRCB grants, and Caltrans programs. Our portfolio also extends to FEMA BRIC and HMGP, CalFire, Statewide Park Program (SPP), USDOT Safe Streets and Roads for All (SS4A), and many others across the six departmental categories the City has outlined.

We are particularly well positioned to serve Banning because we already serve similar-sized cities in Riverside County and the Inland Empire, including the City of Desert Hot Springs (population ~30,000), for which we have secured $29.8 million.

We understand the challenges and opportunities facing San Gorgonio Pass communities, including DAC eligibility, aging infrastructure, and the need to stretch limited general fund dollars through strategic external funding.

Daniel Bartelson, MPA, MBA, President, will serve as the single point of contact for all matters related to this proposal and any resulting contract. He can be reached at (626) 799-8011 or [email protected]. We acknowledge receipt of Addendum #1 (April 15, 2026), Addendum #2 (April 22, 2026), Addendum #3 (April 22, 2026), and Addendum #4 (April 29, 2026). We look forward to the opportunity to serve the City of Banning.

Respectfully submitted,
Daniel Bartelson, MPA, MBA, President
Evan Brooks Associates, Inc. | [email protected]
Harold (Hal) Suetsugu, MA, Founder/Owner
Evan Brooks Associates, Inc. | [email protected]
260

PROPOSAL
3 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Citywide Grant Strategy
V.B(A) STATEMENT OF UNDERSTANDING AND APPROACH
We align funding opportunities with your strategic goals through a proven, collaborative process that delivers competitive applications and lasting impact.

Understanding Banning’s Needs
The City of Banning occupies a distinctive position in Southern California: a growing community of approximately 33,000 residents situated at the gateway between the Inland Empire and the Coachella Valley, with Mt. San Gorgonio and Mt. San Jacinto framing the San Gorgonio Pass. Incorporated in 1913, the City carries forward a spirit of resourcefulness that its current infrastructure and service demands now require translating into external funding. 1 2 3 4

F U N D I N G N E E D S

ASSESSMENT

G R A N T

RESEARCH

G R A N T

WRITING

R E P O R T I N G &

COMPLIANCE
We learn your goals, review
projects and existing
data, and identify funding
priorities and gaps across all
City departments.

We identify the right
funding opportunities,
analyze eligibility and
competitiveness, and
develop a strategy to win.

We craft compelling, datadriven narratives, budgets,
and visuals tailored to each
program’s evaluation rubric.

We support award
management, reporting,
and compliance to ensure
long-term success and audit
readiness.

COMMUNITY PROFILE WHAT THIS MEANS FOR GRANTS
~33,000 residents with a median household income
of ~$61,764 and a poverty rate approaching 19%.

Approximately 50% Hispanic population. Multiple census
tracts qualify as SB 535 Disadvantaged Communities
under CalEnviroScreen 4.0. The City operates its own
municipal electric utility and water system, manages
60+ acres of parkland across six parks.

Banning’s DAC status, municipal utility structure, and
capital needs create a high-opportunity profile across
federal, state, and regional programs. The Lions Park
expansion remains unfunded. The Rancho San Gorgonio
Specific Plan introduces up to 3,385 new units. The City is already pursuing ERF and BSCC Prop 47 funding. What’s
needed is systematic capacity to connect priorities to
programs and score at the top.

CO L L A B O R AT I V E . T R A N S PA R E N T. ST R AT E G I C .

We act as an extension of your team, bringing deep grant writing expertise, clear communication, and a steadfast commitment to your mission. Every dollar of City investment is authorized by you before work begins.
261

PROPOSAL
4 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Implementation Plan & Methodology
TASKS 1–3: FROM STRATEGY THROUGH APPLICATION
Our methodology is structured around four core tasks that align directly with the City’s Scope of Work. Each task is designed to minimize the burden on City staff while maximizing grant capture and compliance.

Task 1: Grant Funding Needs Assessment & Strategy
Kick-Off Meeting and Strategic Assessment. Within two weeks of contract execution, we will convene a meeting with City executives and department heads across Public Safety, Public Works and Utilities, Parks and Recreation, Economic Development, Community Development, and Animal Services. The meeting will confirm priorities, review key planning documents (General Plan, any CIP documentation, Parks Master Plan, and recent specific plans), analyze CalEnviroScreen

4.0 and SB 535 census tracts, and identify priority projects, funding gaps, and opportunities for enhanced scoring.

Funding Forecast and Alignment. We will develop a living Funding Forecast that maps unfunded City needs to available and anticipated grant programs by sector, aligning opportunities with City goals, staffing capacity, and project readiness.

This document becomes the City’s strategic roadmap for grant pursuits and will be updated quarterly.

Quarterly Strategy Meetings. We will meet with City staff each quarter to review the grant pipeline, recalibrate priorities based on new funding announcements or shifting City needs, and confirm the application calendar for the upcoming period.

Task 2: Grant Opportunity Research & Monitoring
Active Grant Scanning. EBA continuously monitors federal (Grants.gov, SAM.gov), state (California Grants Portal, SWRCB FAAST, Caltrans Local Assistance), regional, foundation, and private grant sources through internal calendars and databases.

We deliver the following at no additional cost to the City:

Go/No-Go Screening. For each opportunity we or City staff identify, we apply a fit-and-feasibility screen: competitiveness (based on historical award data), funding availability, required match, timeline, CEQA readiness, DAC/equity benefits, partnerships, and delivery risk. We email our findings, recommendation, and a brief requirement checklist to help the City decide whether to pursue. When the fit is poor, we say so directly, saving the City time and money.

Monthly Reports. EBA will provide monthly reports summarizing the amount of time expended, activities undertaken during the previous month, and the status of all active efforts, in accordance with the RFP’s Scope of Work.

Task 3: Grant Writing & Application Development
Each grant application has different requirements and will require varying effort. Typical grant writing activities include:

Guideline and Criteria Review. We analyze program requirements, scoring criteria, and funder priorities to establish a clear application strategy. Our team reviews every rubric line item to ensure nothing is missed.

GRANT ALERTS
Immediate email notifications for
new opportunities identified and
as they are released.

ADVANCE NOTICES
Client-exclusive early intelligence
before formal NOFOs are
released.

LOOK-AHEADS
Comprehensive downloadable
listings of all upcoming grants
categorized by city department.

GRANT REWINDS
Courtesy reminders of
previously shared opportunities
approaching deadlines.
262

PROPOSAL
5 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Work Plan Development. For each authorized application, we prepare a structured work plan defining key dates, responsibilities (consultant and City staff), and deliverables.

Project Area Assessment and DAC Analysis. We conduct site scans, data collection, and policy alignment review. For every application where it is relevant, we perform a Disadvantaged Community analysis using CalEnviroScreen 4.0, CDC Social Vulnerability Index, and U.S. Census data to determine whether Banning’s projects qualify for DAC preference points or set-aside funding. This analysis is critical because DAC eligibility can be the difference between a competitive and a noncompetitive application.

Narrative Development. We craft compelling, data-driven narratives custom-built for each application. We do not use templates or boilerplate. Every proposal is written in active voice, within character and page limitations, and with the evaluation rubric as our primary guide.

GIS Mapping and Visualization. Our in-house GIS cartographer (Jorge Zarza, 20+ years, ArcGIS) produces detailed maps illustrating project scope, demographics, land use, and relation to disadvantaged communities. Our graphic designers produce photosimulations, conceptual drawings, and visual narratives that make applications stand out to evaluators.

Technical Integration. Our in-house team performs GHG emissions calculations, benefit-cost analysis, cost estimation, and photo documentation. For programs such as FEMA BRIC, HMGP, or USDOT SS4A, these technical components often determine outcomes. An integrated team reduces coordination gaps and quality risk.

Stakeholder Coordination and Support Letters. We draft letters of support, distribute them for signatures, and track completion. We coordinate with community organizations, regional partners, and elected officials as needed.

City Review, Finalization, and Submission. We provide an 80% draft for City staff review, incorporate feedback, and deliver a 100% final draft for sign-off. Our policy is to provide at least 48 hours for each review cycle. We handle all portal uploads, hard-copy printing (if required), and filing. We have never missed a submission deadline in 15 years.

Post-Submission Monitoring. We monitor the funding agency through the award announcement and assist with any postsubmission requests for information, site visits, or debriefing calls.

B E S I D E S W R I T I N G , W E S H O W Y O U R
P R O J E C T ’ S R E A D I N E S S A N D V A L U E T O FUNDERS VIA:

The Winning Difference
GIS Mapping: Highlight key data points (e.g.,
demographics, health, land use) to support
your project’s case.

GHG Emissions Calculations: Prove your
project’s sustainability and environmental
benefits.

Conceptual Drawings & Photosimulations:

Bring your vision to life (at least temporarily)
and engage evaluators by showing what
could be.

Public Outreach: Capture community needs
and public voices via surveys, focus groups, &
workshops.

Photos: Show regional connectivity and
document project need.

Graphic Design & Communication: Simplify
complex stories and drive your vision home (or
better yet, to the bank!).
263

PROPOSAL
6 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Compliance, Communication & Innovation
TASKS 4–5, SCHEDULE, AND INNOVATIVE APPROACHES
Task 4: Grant Management & Administrative Services
Upon award of a grant (if requested by the City), EBA provides:

Award Kick-Off and Compliance Planning. We conduct an initial meeting to review reporting requirements, compliance obligations, and project timelines. We prepare a checklist outlining all regulatory and program requirements and establish a clear schedule for all required reports and deliverables.

Ongoing Reporting and Financial Guidance. We gather and track required documentation and performance data throughout the grant lifecycle, draft progress reports and financial reports for City review, submit required documentation to funding agencies by established deadlines, and advise staff on eligible costs and fund utilization to support full use of awarded funds. We prepare and submit reimbursement requests.

Staff Grant Compliance Training. As needed, we provide training to City staff on grant compliance requirements specific to the funding program.

Audit Support and Closeout. We maintain organized, audit-ready documentation including financial records, compliance materials, and correspondence. At project completion, we prepare final reports and confirm completion of all grant conditions. Our team has administered 20+ grants totaling $125 million through closeout without audit deficiencies.

Task 5: Ongoing Communication & Support
Dedicated Point of Contact. Daniel Bartelson will serve as Banning’s single point of contact, coordinating all services and communication.

Monthly Activity Reports and Meetings. We will conduct monthly meetings with City staff to review application status, new grant opportunities, and updates to the City’s project needs list. We will submit an Annual Report summarizing activities and success rate (ROI).

Real-Time Communication. We respond to time-sensitive opportunities through direct coordination with City staff.

Our Pasadena office is 75 miles from Banning on I-10, making us available for in-person meetings, project site visits, and photography on short notice.

Project Schedule

PHASE ACTIVITY TIMELINE
Contract Execution Execute PSA, assign PM, OpenGov registration Week 1 Kick-Off Meet with department heads; review CIP, plans, priorities Weeks 2–3 Task 1 Funding Forecast, quarterly strategy meetings, ongoing Month 2 – Contract Term Task 2 Grant scanning, alerts, go/no-go screening, monthly reports Month 2 – Contract Term Task 3 Application development (per individual City authorization) 3–12 weeks per app Task 4 Post-award administration and compliance (per grant award) Ongoing per award Task 5 Monthly meetings, annual ROI report, real-time coordination Ongoing 264

PROPOSAL
7 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Transition Plan
EBA can begin work within one week of contract execution. The kick-off meeting with City department heads occurs in weeks 2 through 3, and the initial Funding Forecast is delivered by the end of the first month. There is no transition risk because EBA operates on an on-call, task-order basis and does not require ramp-up time, onboarding of subconsultants, or transfer of existing grant files from a predecessor firm. Our team, systems, and processes are immediately available. If the City has active grant applications or post-award compliance obligations currently managed by another firm, EBA can coordinate a seamless handoff during the kick-off phase.

Fluctuation in Service Needs
The on-call, task-order model inherently accommodates fluctuation in service needs. The City scales up by authorizing additional grant applications during high-volume funding cycles, and scales down during periods with fewer opportunities.

EBA’s staff of 9 to 20 professionals scales with project load, and we routinely manage concurrent applications for large agencies like LA Metro. Pricing remains firm for the initial contract term per Section VIII.A of the RFP. No price adjustments are required for fluctuation in volume because each task is individually quoted and authorized before work begins. The City never pays for capacity it does not use.

City Staff Responsibilities
EBA is structured to minimize burden on City staff. We handle research, writing, mapping, document design, compliance, and submission. The City will be responsible for: selecting grants to pursue from opportunities identified by our team; providing internal records and required non-public information; obtaining signatures for required pages; securing approved resolutions and coordinating support letters; reviewing our drafts and offering feedback; and completing final approvals before submission. We do not anticipate using subcontractors.

Innovative Approaches
DAC-Integrated Grant Strategy. Many Banning census
tracts qualify as SB 535 DACs. We integrate this analysis into every application, turning what some firms treat as a checkbox into a scoring advantage.

CIP-to-Grant Alignment. We proactively map capital needs to grant timelines, ensuring projects are positioned before programs open. Critical for fixed-cycle programs like ATP and HSIP.

Multi-Sector Coverage from One Firm. EBA covers all
six departmental categories from one integrated team,
eliminating coordination gaps and enabling cross-sector packaging (e.g., parks + stormwater = SPP + SWRCB).

Bench Model Compatibility. The RFP allows up to three
contracts. EBA thrives in bench environments. Clients
including Riverside, Stockton, and Camarillo use this model successfully.

Use of City Facilities or Property. EBA does not propose to use, lease, purchase, or rent any City-owned facilities or property in connection with services to be performed.
“ EBA provides reliable, thoughtful and strategic guidance, and we’re able to communicate candidly and openly.

Brian K. Lee, Deputy City Manager/Director of Community Development, City of Covina 265

PROPOSAL
8 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Our Qualifications. Your Advantage.

V.B(B) COMPANY INFORMATION
$2.3

BILLION SECURED
in competitive grant funding for
public agencies since 2010

84.3%

WIN RATE
on competitive grant applications
submitted

90.3%

CLIENT RETENTION
built on trust, results, and longterm partnerships

ITEM DETAIL
Organization Evan Brooks Associates, Inc. (EBA)
Address (Main Office) 301 East Colorado Blvd, Suite 524, Pasadena, CA 91101 Contact Person Daniel Bartelson, President
Telephone (626) 799-8011
Email [email protected]
Website www.ebaplanning.com
Entity Type S Corporation (California)
Certifications California-certified Disadvantaged Small Business Enterprise (D/SBE) Year Established 2010
Branch Offices None; staff based primarily in Southern California, working remotely EBA is a privately held S Corporation headquartered in Pasadena, California. Over the past five years, our staff size has ranged from 9 to 20 depending on project load. We maintain a flat, responsive organizational structure that allows us to move quickly, assign the right people to each task, and scale support based on project needs.

Litigation, Mediation, or Arbitration: EBA has not been involved in any litigation, mediation, or arbitration regarding the performance of services similar to those described in this RFP within the past five (5) years. EBA has no civil or criminal litigation judgments.
19,200%+

AVERAGE ROI
across comparable clients (for every
$1 in fees, $192+ returned in funding)
47+

CLIENTS NEAR

BANNING, CA
local presence, immediate availability
266

PROPOSAL
9 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

PERSONNEL ROLE SUMMARY QUALIFICATIONS
Daniel Bartelson, MPA, MBA President / Project Manager 20+ years experience; $2B+ secured; 30+ contracts managed across CA, OR, AZ, MT; former Deputy City Manager (Signal Hill) and Asst. to City Manager (Lawndale); MPA Villanova, MBA U of Arizona, BA UCLA Hal Suetsugu, MA Founder / QA-QC 35+ years experience; 85% individual win rate; $200M+ secured; 90+ grant applications authored; former LA Metro employee; oversees postaward administration; MA Urban Planning UCLA Cait Ghoshal, MPP Senior Grant Writer (Federal) 10+ years; $14.95M RAISE (Maryland DOT), $25M RAISE (Nebraska DOT); expertise in BUILD, INFRA, federal discretionary programs; MPA DePaul University
Katie Lemmon, MURP Senior Grant Writer / Transit
Planning Specialist
15+ years experience; former LA Metro Senior Manager and Principal Transportation Planner; led Gold Line 2B and Blue Line First/Last Mile Plans, Sepulveda Station, East San Fernando Valley, and Transit to Parks initiatives; MURP UCLA, BS USC
John Gahbauer, MPP, MBA Senior Grant Writer /
Transportation Planner
15+ years experience; $10M+ secured for active transportation projects; Metro Gold Line Foothill Extension EIR deputy project manager; Airport Metro Connector and Sepulveda Pass Corridor experience; MPP and MBA UCLA, AB Georgetown
Jane Lee, MURP, MPH Grant Writer/Urban Planner 8+ years experience; $52M secured in past 3 years; FEMA BRIC ($15.7M Santa Cruz), SS4A ($13.8M Riverside), SWRCB experience; MURP and MPH from UCLA
Kevin Nord, MA Grant Writer 8+ years experience; $17M+ secured; ATP, Clean California, environmental modeling expertise; MA Planning USC
Gloria Sandoval Grant Administrator /
Technical Analyst
8+ years at EBA; manages 6 active grants ($30M) for Compton and Arcadia; quarterly reporting, E-76 processing, Caltrans Local Assistance, audit prep; BA CSULA
Jorge Zarza Senior GIS Cartographer 20+ years GIS/ArcGIS experience; former SCAG and City of Baldwin Park planner; produces maps for ATP, HSIP, RAISE, TIRCP applications; bilingual (Spanish); BS Cal Poly Pomona
Douglas Kim, AICP GHG/BCA Specialist 20+ years; former Director of Regional Planning, LA Metro and San Mateo County Transit District; AICP certified; GHG analysis and benefit-cost modeling
Sabry Abdelmalik, PE Resident Engineer 40+ years civil engineering; registered PE in CA and TX; engineering support and data analysis for infrastructure applications Key Personnel
V.B(C) COMPANY PERSONNEL
All services will be performed by EBA’s in-house team. We do not rely on subconsultants for grant writing services, ensuring cost efficiency, direct accountability, and quality control. All assigned key professional staff are properly licensed to practice in California. The following key personnel will be assigned to perform services under this Agreement:

Additional staff: Scott Cardona & Andre Gregorian (Design), Mengci Yang & Terry Matsumoto (Funding Analysts), Melissa Sandoval (Admin), William Imperial (Marketing). All key staff properly licensed in California. All staff can be reached at (626)799-8011. No claims or disciplinary actions in past 5 years. 267

PROPOSAL
10 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Experience & References
V.B(E) EXPERIENCE AND REFERENCES
EBA has been continuously providing grant writing and grant management services under its legally registered business name since October 2010, exceeding the RFP’s requirement of five (5) years within the past eight (8) years. EBA has not filed for bankruptcy under any business name over the past five (5) years.

Since inception, EBA has secured $2,337,139,495 in grant funding for more than 75 public agencies, submitted 306+ grant applications with an 84.3% win rate, and processes 28 to 51 applications per year. Our experience spans every grant program category identified in the RFP:

RFP-SPECIFIED GRANT PROGRAM EXPERIENCE
Full Transparency
V.B(D) DISCLOSURE
EBA has no past or current business or personal relationships with any current Banning elected official, appointed official, City employee, or family member thereof.

RFP-SPECIFIED PROGRAM EBA EXPERIENCE AMOUNT SECURED
State Revolving Fund (SWRCB) Prop 1 applications (Compton, Carson) Applications prepared Highway Safety Improvement Program (HSIP) 20+ applications across 10+ cities $18M+ Active Transportation Program (ATP) 25+ awards across CA $128M+ Senate Bill 1 Programs Multiple programs (LPP, TCEP, SCCP) $700M+ Bureau of Reclamation / WaterSMART WaterSMART application (Pico Rivera) Application prepared SWRCB Grants FAAST portal experience, Prop 1 apps Applications prepared Department of Transportation Grants Caltrans Sustainable, Clean CA, ATP, HSIP $170M+ FEMA / Cal OES (BRIC, HMGP) Santa Cruz ($11.25M), Richmond ($5.3M) $16.55M Parks (SPP, LWCF) Monrovia, Covina, Grand Terrace $5.7M+ RETURN ON INVESTMENT: COMPARABLE CITY CLIENTS
The following table shows EBA’s results for cities of comparable size and scope to Banning, demonstrating the return the City can expect on its grant writing investment:

CLIENT POPULATION GRANTS SECURED E ST. E B A F E E S ROI City of Desert Hot Springs ~30K $29.8M $80,000 37,250%
City of Duarte ~22K $7.5M $25,000 30,000%
City of Covina ~48K $19.9M $100,000 19,900%
City of Arcadia ~57K $5.8M $22,000 26,264%
City of Stockton ~320K $19.7M $78,000 25,156%
City of Monrovia ~37K $2.1M $38,000 5,426%
268

PROPOSAL
11 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

REFERENCES
City of Covina
Contact: Brian Lee, Community Development Director Phone: (626) 384-5460 Email: [email protected] Duration: March 2018 – Present Total Secured: $19,992,400 | ROI: 19,900% Grants include NEA ($25K), US-HUD ($4M), CA State Library Building Forward ($5M), Rivers & Mountains Conservancy ($1M), Caltrans Sustainable ($319K), SCAG ($100K). All on time and on budget.

City of Desert Hot Springs
Contact: Daniel Porras, PE, Deputy City Manager Phone: (760) 329-6411 x109 Email: [email protected] Duration: August 2019 – Present Total Secured: $29.8M | ROI: 37,250% Caltrans ATP ($21M+, 3 awards), Clean California ($8M, 2 awards), Sustainable Communities. Most geographically and demographically comparable client to Banning (population ~30K, Riverside County, San Gorgonio Pass).

City of Stockton
Contact: Jeffrey Aube, Traffic Engineer Phone: (209) 937-7740 Email: [email protected] Duration: 2018 – Present Total Secured: $19.7M | ROI: 25,156% ATP Cycle 4 scored 93/100, one of only 2 projects funded in San Joaquin County. Also HSIP, CMAQ, and technical study supporting $4.9M TCC award. All on time and on budget.
“ EBA goes beyond grant writing, providing maps, photos, graphic design, and strategies that really make our grants stand out.

Alana Johnson, Transportation Services Manager, City of Arcadia 269

PROPOSAL
12 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Fee Schedule & Value
V.C PRICE PROPOSAL
This page intentionally left blank. Please see separate price proposal document. 270

PROPOSAL
13 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Added Benefits
V.D VALUE ADDED SERVICES
In addition to the core grant writing and management services described above, EBA offers the following value-added services at no additional cost or at reduced rates:

Free Grant Research and Alerts
Grant Alerts, Advance Notices, Bi-Monthly Look-Aheads, and Grant Rewinds are provided to Banning at no charge as part of our baseline engagement. These services ensure the City is always aware of upcoming opportunities.

Disadvantaged Community (DAC) Analysis
For every relevant application, EBA performs a DAC analysis using CalEnviroScreen 4.0, CDC Social Vulnerability Index, and U.S. Census data. Multiple Banning census tracts are likely to qualify as SB 535 DACs, which can unlock preference points, set-aside funding, and reduced match requirements across dozens of state programs.

In-House GIS Mapping and Graphic Design
Our GIS cartographer and graphic designers produce
publication-quality maps, photosimulations, conceptual
drawings, and visual narratives that are included as part of our grant writing fees. We do not charge separately for these deliverables.

Photography and Aerial Imagery
Because we are located in Southern California and regularly travel the I-10 corridor, we can capture site photographs and aerial imagery for Banning projects as part of our
application development.

GHG Emissions Calculations
Our in-house analysts perform greenhouse gas emissions
calculations and energy savings quantification to support climate-related grant programs. This capability is included within our standard grant writing scope.

Grant Debriefing and Resubmission Strategy
When an application is not funded, we conduct debriefing calls with the funding agency to understand scoring, then prepare a resubmission strategy for the next cycle. Many of our most successful grants were strengthened through this iterative process.

Data and Materials Repository
Per the RFP, we organize facts, data, statistics, and
narrative collected and written as part of assigned projects, developing data and graphics as appropriate, and make
those items available to the City for future use.

Evidence of Insurance
V.E EVIDENCE OF INSURANCE
EBA maintains insurance coverage meeting or exceeding the requirements specified in the Sample Agreement. A Certificate of Insurance will be provided within ten (10) consecutive calendar days of contract award, as required by the RFP. Evidence of current insurance coverage is available upon request and will be uploaded through the OpenGov portal as part of our submission.
271

PROPOSAL
14 RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Appendix Items
Supporting documentation and qualifications for
Evan Brooks Associates, Inc.

CONTENTS
A. Funding Forecast
B. Grant Awards List
C. Resumes
D. Required Form(s)
RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES 272
EVAN BROOKS ASSOCIATES, INC.

PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES Funding Forecast
APPENDIX A: PRELIMINARY GRANT-TO-PROJECT ALIGNMENT
The following table maps potential Banning projects to specific grant programs. This is a preliminary, non-comprehensive forecast that will be refined during the kick-off phase into a living document based on City priorities, project readiness, and CEQA status.

POTENTIAL PROJECT AREA GRANT PROGRAMS FUNDABLE ELEMENTS Lions Park Expansion &
Modernization
CA State Parks SPP, LWCF Local Assistance, CNRA Cultural/ Community Resources
Playgrounds, shade structures, ADA paths, sports courts/fields, droughttolerant landscaping, interpretive features Water Infrastructure &
System Resilience
SWRCB DWSRF/CWSRF, DWR Sustainable Groundwater, USBR
WaterSMART
Water main replacement, storage improvements, metering upgrades, system resilience, water loss reduction
Intersection & Corridor
Safety
Caltrans HSIP, USDOT SS4A Signal upgrades, high-visibility crosswalks, speed management, pedestrian safety improvements along I-10 corridor and school zones Active Transportation &
Connectivity
Caltrans ATP, Caltrans Sustainable Communities Bike lanes, sidewalk gap closures, Safe Routes to School, multimodal connectivity planning, ADA improvements
Fire and Emergency
Preparedness
FEMA AFG, FEMA SAFER, FEMA BRIC, Cal OES HMGP Equipment, station improvements, wildfire preparedness, seismic resilience, emergency communications
Green Infrastructure &
Corridor Revitalization
Caltrans Clean California, CNRA Urban Greening, CalFire Urban Forestry
Street beautification, tree planting, stormwater BMPs, solar lighting, public art, corridor improvements
Animal Shelter
Improvements
USDA, private foundations, Petco Foundation, ASPCA Facility upgrades, kenneling improvements, adoption area modernization, medical equipment
Public Safety & Diversion
Programs
BSCC Prop 47, Cal OES, BJA (USDOJ) Mental health diversion, substance use treatment, community-based intervention, recidivism reduction
Economic Development &
Brownfields
EPA Brownfields Assessment/Cleanup, EDA Public Works, HUD CDBG Site assessments, remediation, corridor revitalization, public-realm improvements near commercial nodes
273
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Grant Awards List
APPENDIX B: GRANT AWARDS LIST

F U N D I N G
AGENCY

F U N D I N G

PROGRAM

S P O N S O R
AGENCY

P R OJ E CT G R A N T
AMOUNT

PROGRAM TOTAL
AQMD CMAQ Alhambra CNG Refueling $300,000
AQMD CMAQ Baldwin Park Electric Vehicle Charging Stations $464,000 AQMD CMAQ Baldwin Park CNG Refueling $269,000 $1,033,000 AQMD Energy CEC Alhambra LED Signal Upgrade $950,000
AQMD Energy CEC Bellflower Electric Vehicle Charging Stations $400,000 AQMD Energy CEC Inglewood Street Lighting Improvements $650,000 $2,000,000 CalOES Hazard Mitigation Richmond Richmond Wastewater Treatment Plant Seismic Retrofit Project $5,300,000 $5,300,000 CalOES BRIC Santa Cruz Pump Station Mitigation Project $11,250,000 $11,250,000 CA - SGC TCC Stockton Stockton Rising $4,869,106 $4,869,106 CA - SGC Sust. Comm. Baldwin Park Health & Sustainability Element Preparation $368,000 CA - SGC Sust. Comm. SCAG SCS Implementation $983,541 $1,351,541 CA Nat. Resources Urban Rivers Pico Rivera Mines Ave. Flood Control/Stormwater/Greening $1,800,000 $1,800,000 CA Nat. Resources Urban Greening Compton Alameda-SR91 Urban Greening and Water Reclam. $1,207,921 CA Nat. Resources Urban Greening La Verne and
Pomona
Arrow Highway Urban Greening Project $561,825 $1,769,746 CA-GO-Biz Cannabis Equity Grant Mendocino County Local Jurisdiction Funding for Cannabis Equity Applicants/Licensees $1,803,930 $1,803,930 CA-DHCD Parks Program San Fernando Recreation & Parks Improvements $176,550 CA-DHCD Parks Program El Monte Lambert Park Rehabilitation Project - Phase 1/2 $250,966 $427,516 CA-DHCD SB2 Program San Bernardino Development Code Update and Downtown Specific Plan $625,000 $625,000 CA-DWR Flood Emergency
Response
Mendocino County Flood Emergency Response Initiative $288,887 $288,887 CA-Library Building Forward Covina Library at Recreation Village $5,377,020 $5,377,020 CA-Park/Rec Statewide Park Prog. Monrovia Lucinda Garcia Park Expansion and Renovation $675,000 CA-Park/Rec Statewide Park Prog. Covina New Recreation Village Park Phase 1 $4,845,229 $5,520,229 CA-Park/Rec Hab. Cons. Fund Grand Terrace Blue Mountain Trail and Trailhead Development $212,522 $212,522 CAL FIRE Urban & Community
Forestry Grant Program
Compton Greening Compton's State Route 91 $580,952
CAL FIRE Urban & Community
Forestry Grant Program
Petaluma Urban Canopy Inventory $297,681 $878,633
CAL FIRE Green Schoolyard Covina Royal Oak Middle School Greening and Forestry Plan $200,000 $200,000 CA-CTC Local Partner. Prog. La Cañada Flintridge La Cañada Flintridge Soundwalls Project $5,000,000 CA-CTC Local Partner. Prog. LA Metro Orange Line Bus Rapid Transit Improvements Project $75,000,000 $80,000,000 CA-CTC Congested Corridors LA Metro Airport Metro Connector 96th Street Transit Project $150,000,000 $150,000,000 CA-CTC Trade Corridor Enh. LA Metro SR 71 Freeway Conversion Project $44,000,000 CA-CTC Trade Corridor Enh. LA Metro SR-57/60 Confluence: Chokepoint Relief Program $22,000,000 CA-CTC Trade Corridor Enh. LA Metro Interstate 5 Golden State Chokepoint Relief $247,000,000 CA-CTC Trade Corridor Enh. LA Metro America's Global Freight Gateway: SoCal Rail $128,600,000 CA-CTC Trade Corridor Enh. LA Metro I 605/SR 91 Interchange Improvement $32,000,000 $473,600,000 CalRecycle Rubberized Pvmt. Compton Rosecrans and Wilmington Repavement $313,660 CalRecycle Rubberized Pvmt. Compton Citywide Repavement $175,000 CalRecycle Rubberized Pvmt. San Fernando Glenoaks Blvd. Repavement $97,846 CalRecycle Rubberized Pvmt. El Monte Granada/California/Washington Ave. Rehab $138,511 274
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

F U N D I N G
AGENCY

F U N D I N G

PROGRAM

S P O N S O R
AGENCY

P R OJ E CT G R A N T
AMOUNT

PROGRAM TOTAL
CalRecycle Rubberized Pvmt. La Verne Esperanza Ave Rehabilitation $101,000 $826,017 CalRecycle Bev. Container Recyc. Petaluma Community Recycling and Trash Receptacle Project $275,000 $275,000 CalSTA TIRCP LA Metro Vermont Transit Corridor -
CalSTA TIRCP LA Metro Gold Line Foothill Light Rail Extension to Montclair - CalSTA TIRCP LA Metro East San Fernando Valley Transit Corridor - CalSTA TIRCP LA Metro West Santa Ana Light Rail Transit Corridor - CalSTA TIRCP LA Metro Green Line Light Rail Extension to Torrance - CalSTA TIRCP LA Metro Orange/Red Line to Gold Line BRT: NoHo to Pasadena - CalSTA TIRCP LA Metro Program of Projects (all projects above) $1,088,500,000 CalSTA TIRCP LA Metro and
Metrolink
Metrolink Antelope Valley Line Capit. & Ser. Impr. $107,050,000 $1,195,550,000 Caltrans ATP Baldwin Park Maine Ave Complete Street Improvements $2,201,000 Caltrans ATP Baldwin Park Maine Ave Complete Street Improve.,Phase II $1,068,000 Caltrans ATP Baldwin Park Walnut Creek-San Gabriel River East Bank Greenway & Neighborhood Connections
$1,355,000
Caltrans ATP Compton Wilmington Ave Safe Street Improvements $996,000 Caltrans ATP Compton Compton-Carson Safe Bicycling and Wayfinding $808,500 Caltrans ATP Compton Blue Line First/Last Mile Improvements $22,572,000 Caltrans ATP Carson Compton-Carson Safe Bicycling and Wayfinding $808,500 Caltrans ATP Desert Hot Springs Palm Drive Improvements $3,700,000 Caltrans ATP Desert Hot Springs Palm Drive Improvements - South $8,975,000 Caltrans ATP Desert Hot Springs Hacienda Avenue East SRTS Phase II Improvement $8,422,000 Caltrans ATP Duarte Duarte Active Transportation Safety Project $2,270,000 Caltrans ATP Huntington Park Randolph Street Rails-to-Trails Study $400,000 Caltrans ATP Huntington Park State Street Complete Street $1,184,000 Caltrans ATP Huntington Park Safe Routes for Students and Seniors $4,261,000 Caltrans ATP Irwindale Non Motorized Design Guidelines and Active Transportation Action Plan $154,000 Caltrans ATP La Verne La Verne Regional Commuter Bicycle Gap Closure Project $1,552,000 Caltrans ATP LA Metro Doran Street Grade Separation AT Access Project $16,319,000 Caltrans ATP La Puente Safe Routes for Students and Seniors $4,384,000 Caltrans ATP Palmdale Avenue R Complete Streets and Safe Routes Project $5,150,000 Caltrans ATP Redding Turtle Bay to Downtown Gap Completion Project $2,665,000 Caltrans ATP Redding Victor Ave & Cypress Ave Active Transportation (VCAT) $7,822,000 Caltrans ATP Redding Butte Street Boogie Network Project $6,437,000 Caltrans ATP Redding Victor Improvement Project $7,993,000 Caltrans ATP Stockton Stockton SRTS Safety and Connectivity Improvements $2,838,000 Caltrans ATP Shasta County Cottonwood Active Transportation Trunk Line Express (CATTLE) Network $7,056,000 Caltrans - CTC ATP Artesia Norwalk Artesia Boulevards Safe Streets Project $1,987,000 Caltrans - CTC ATP SGVCOG Bike Share Expansion into the San Gabriel Valley $4,554,000 $127,932,000 Caltrans Clean California Desert Hot Springs Hacienda Avenue Green Corridor Revitalization and Beautification Project $2,999,000 Caltrans Clean California Desert Hot Springs Corporate Yard Park Green Development Project $5,000,000 Caltrans Clean California Redding Calaboose Creek Core Revitalization Project $4,029,000 Caltrans Clean California Redding Oregon Street Improvements Project $2,111,000 Caltrans Clean California Downey Rio San Gabriel Park - Green, Safe and Active Park Improvements $749,405 Caltrans Clean California Santa Maria Battles Road Green Corridor Rehab and Beautification $2,509,133 $17,397,538 Caltrans HSIP Alhambra Mission Drive $390,000
Caltrans HSIP Alhambra Valley Bl/Marengo Ave Intersection $440,000 275
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

F U N D I N G
AGENCY

F U N D I N G

PROGRAM

S P O N S O R
AGENCY

P R OJ E CT G R A N T
AMOUNT

PROGRAM TOTAL
Caltrans HSIP Alhambra Valley Bl/New Ave Intersection $645,000 Caltrans HSIP Azusa Arrow Highway Safety Improvements $490,600 Caltrans HSIP Baldwin Park Bogart Ave Signal Improvement $345,000 Caltrans HSIP Bellflower Bellflower Bl Safety Improvements $913,000 Caltrans HSIP Commerce Washington/Garfield Improvements $559,000 Caltrans HSIP Commerce Washington/I-5 Interchange $353,000 Caltrans HSIP Compton Compton Blvd./Willowbrook to Central $1,168,200 Caltrans HSIP Compton Compton Blvd./Willowbrook to City Limits $1,691,098 Caltrans HSIP Compton 20 High Capacity Intersection Improvements $249,800 Caltrans HSIP Grand Terrace Advanced Speed Warning and Intersection Improv. $435,700 Caltrans HSIP Grand Terrace Upgrade Existing Guardrails $648,300 Caltrans HSIP Hermosa Beach Safety Improvements $120,000 Caltrans HSIP Inglewood Crenshaw S Curve $273,000
Caltrans HSIP Inglewood Manchester Ave Safety $172,000
Caltrans HSIP La Verne Bonita/White, Bonita/B Traffic Signals $505,600 Caltrans HSIP La Verne Foothill Blvd Corridor $409,200
Caltrans HSIP La Verne Streetscape Protection Enhancements on Fruit $793,710 Caltrans HSIP La Verne Signal, Lighting and Medians at Durward Way $252,000 Caltrans HSIP Lawndale Mansel/Marine Improvements $249,000 Caltrans HSIP Pico Rivera 19 High Capacity Intersections $853,100 Caltrans HSIP Rosemead SR 19 Rosemead Bl Safety Improvements $479,000 Caltrans HSIP Rosemead Walnut Grove/Rosemead/Garvey Safety Imps. $377,000 Caltrans HSIP San Fernando Intersection Improvements along Metrolink $1,096,000 Caltrans HSIP San Fernando Glen Oaks Boulevard $1,380,400 Caltrans HSIP Stockton Intersection Safety Project $1,975,590 Caltrans HSIP Stockton Intersection Safety Project $793,800 $18,058,098 Caltrans SRTS Alhambra Alhambra HS $256,000
Caltrans SRTS Alhambra Commonwealth Ave $270,000
Caltrans SRTS Baldwin Park Safety Improvements around Schools $450,000 Caltrans SRTS Baldwin Park Sidewalks and Bike Lanes around Schools $1,000,000 Caltrans SRTS Bellflower Eucalyptus ES ped improvements $642,000 Caltrans SRTS Bellflower Palm/Clark $477,000
Caltrans SRTS Commerce Laguna/Bandini $572,000
Caltrans SRTS Inglewood La Tijera Safety Improvements $325,000 Caltrans SRTS Inglewood Ivy Sidewalks $239,000
Caltrans SRTS Rosemead Northeast Rosemead $1,018,000
Caltrans SRTS Rosemead Northwest Rosemead $860,000
Caltrans SRTS Rosemead South Rosemead $526,000
Caltrans SRTS Rosemead Citywide SRTS $490,000
Caltrans SRTS San Marino Citywide SRTS $727,000
Caltrans SRTS South Pasadena Fair Oaks Ave $251,000 $8,103,000 Caltrans SSARP Bell Fatality and Severe Injury Study Report $19,800 Caltrans SSARP Carson Fatality and Severe Injury Study Report $250,000 Caltrans SSARP Compton Fatality and Severe Injury Study Report $247,500 Caltrans SSARP El Monte Fatality and Severe Injury Study Report $247,500 Caltrans SSARP Placentia Fatality and Severe Injury Study Report $148,500 $913,300 276
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

F U N D I N G
AGENCY

F U N D I N G

PROGRAM

S P O N S O R
AGENCY

P R OJ E CT G R A N T
AMOUNT

PROGRAM TOTAL
Caltrans Sust. Comm. Arcadia Arcadia Active Transportation Plan $319,150 Caltrans Sust. Comm. Bell Safe Routes to School Plan $149,100 Caltrans Sust. Comm. Bell Gardens Transit-Oriented Specific Plan & Zoning Code Upd. $355,450 Caltrans Sust. Comm. Bell Gardens General Plan Transportation and Circulation Elem. $188,500 Caltrans Sust. Comm. County of Los
Angeles
Slauson Station Area TOC Specific Plan $457,610
Caltrans Sust. Comm. Carson Active Transportation and Connectivity Plan $358,000 Caltrans Sust. Comm. Compton Safe Routes to School Plan $222,600 Caltrans Sust. Comm. Contra Costa County "Bay Point Enhanced Bike & Ped Improvements Study"
$442,650
Caltrans Sust. Comm. Covina Active Streets and Multimodal Connectivity Plan $319,151 Caltrans Sust. Comm. Desert Hot Springs Active Transportation Safety and Connectivity Plan $368,400 Caltrans Sust. Comm. EcoRapid Transit TOC Specific Plan $600,000 Caltrans Sust. Comm. Huntington Park Pacific / Randolph and Florence / Salt Lake TOC Specific Plans $609,203 Caltrans Sust. Comm. Montebello Transit-Oriented Communities/Multimodal Connectivity Speciflc Plan $442,650 Caltrans Sust. Comm. Pasadena Rose Bowl Area & Brookside Park Multimodal Connectivity $442,650 Caltrans Sust. Comm. Pico Rivera Urban Renaissance: A Vision for a Multimodal, Climate Adaptive, and Economically Vibrant Future For All - General Plan Element Update $700,000
Caltrans Sust. Comm. SCAG - San Marino Huntington Dr. Safe Streets Corridor Impr. $150,000 Caltrans Sust. Comm. SCAG - Vernon Los Angeles River Bikeway Feasibility Study $237,800 Caltrans Sust. Comm. San Fernando Safe Routes to School Plan $144,200 $6,507,114 Caltrans TCRP Pomona SR71/Mission Bl Interchange $16,400,000 $16,400,000 Caltrans Transp. Planning SCAG Aviation Corridor Improvements $221,600 Caltrans Transp. Planning SCAG RTA - First/Last Mile Mobility Plan $171,600 $393,200 FTA BOS ARRA Redondo Beach ADA Improvements $200,000
FTA BOS ARRA Redondo Beach Bus Stop Improvements $218,000 $418,000 FTA BSEP Baldwin Park Bus Stop Enhancements $40,000
FTA BSEP Baldwin Park Bus Stop Enhancements $40,000
FTA BSEP El Monte Bus Stop Enhancements $30,100
FTA BSEP La Verne Bus Stop Enhancements $40,000 $150,100 FTA 5316 Pico Rivera Transit Expansion Service $680,000 FTA 5316 Compton Operation to Expand Bus Hours of Service $192,174 $872,174 FTA TOD Planning Los Angeles Transit Neighborhood Plan for ESFV Light Rail Corridor $405,000 FTA TOD Planning LA Metro West Santa Ana Branch Transit Corridor TOD $1,000,000 FTA TOD Planning LA Metro Union Station/Civic Center Transit District Study $960,000 $2,365,000 FTA 5310 Monrovia Senior/Disability Transit Service Expansion $600,000 FTA 5310 Monrovia GoMonrovia: Phase II Expansion of Service Project $459,931 $1,059,931 LA-RPOSD Measure A Covina Covina Recration Village Access & Connection Plan $460,000 LA-RPOSD Measure A Monrovia Recreation Park Planning & Design Project $460,000 LA-RPOSD Measure A Downey Rio San Gabriel Park Renovation $1,000,000 LA-RPOSD Measure A South Gate Circle Park Renovation $1,000,000 $2,920,000 Metro Active Transport Duarte Duarte Town Center Greening and Traffic Calming Project $3,110,000 $3,110,000 Metro Call for Projects Alhambra Valley Bl $1,500,000
Metro Call for Projects Arcadia Huntington Drive $1,010,000 Metro Call for Projects Azusa Azusa Ave TEA $800,000
Metro Call for Projects Azusa Transit Center $4,200,000 Metro Call for Projects Baldwin Park First-Last Mile Connections $656,256 277
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

F U N D I N G
AGENCY

F U N D I N G

PROGRAM

S P O N S O R
AGENCY

P R OJ E CT G R A N T
AMOUNT

PROGRAM TOTAL
Metro Call for Projects Baldwin Park Regional Commuter Bikeway $400,000 Metro Call for Projects Baldwin Park Metrolink Ped Bridge $1,800,000 Metro Call for Projects Baldwin Park TDM $300,000
Metro Call for Projects Baldwin Park Transit Center $4,200,000 Metro Call for Projects Baldwin Park Clean Fuel Buses for BP Transit $1,150,481 Metro Call for Projects Bellflower Downtown Smart Park $370,290 Metro Call for Projects Carson Avalon RSTI $6,700,000
Metro Call for Projects Compton Central Avenue Regional Commuter Bikeway $1,077,727 Metro Call for Projects Duarte Gold Line Station Ped Linkages $530,000 Metro Call for Projects El Monte Downtown TDM $316,000
Metro Call for Projects El Monte Ramona Signal Synchronization $2,760,000 Metro Call for Projects El Monte Valley Bl RSTI $1,470,000 Metro Call for Projects El Monte El Monte Clean Fuel Bus Replacement $1,451,178 Metro Call for Projects El Monte Regional Bikeway Connector Access Imps. $986,803 Metro Call for Projects Huntington Park HP Sig Synch & Bus Speed Improvements $936,927 Metro Call for Projects Huntington Park Downtown HP i-Park System $545,974 Metro Call for Projects Inglewood Century Bl RSTI $3,200,000 Metro Call for Projects Inglewood Florence Avenue RSTI $2,400,000 Metro Call for Projects Inglewood La Brea Ave S Curve $6,300,000 Metro Call for Projects La Verne La Verne Regional Bike Gap Closure $1,122,466 Metro Call for Projects Lawndale Inglewood/Marine Improvements $1,019,000 Metro Call for Projects Pico Rivera Telegraph Road Bridge Replacement $2,298,643 Metro Call for Projects Pomona SR71/Mission Bl Interchange $3,200,000 Metro Call for Projects Redondo Beach Transit Center $3,200,000 Metro Call for Projects Rosemead Valley Bl RSTI $780,000 Metro Call for Projects Rosemead Rosemead/S. El Monte Regional Bike Corridor $923,720 Metro Call for Projects San Fernando Citywide Signal Synchronization $775,376 Metro Call for Projects San Marino Huntington Drive Capacity Enhancements $939,435 $59,320,276 Metro Mini Call Alhambra Bus Purchase $400,000
Metro Mini Call Baldwin Park Bus Purchase $400,000 $800,000 Metro Mobility Improv. Projects San Marino Huntington Drive Intersection Capacity Improv. $12,000,000 Metro Mobility Improv. Projects San Marino Huntington Drive Capacity Enhancements $6,000,000 Metro Mobility Improv. Projects San Marino Sierra Madre Blvd. Corridor Capacity Improv. $4,000,000 Metro Mobility Improv. Projects San Marino Huntington Drive Traffic Signal Synchronization $7,000,000 Metro Mobility Improv. Projects San Marino San Gabriel Blvd. Traffic Signal Synchronization $3,000,000 $32,000,000 Metro Open Streets San Fernando San Fernando Street Festival $148,800 Metro Open Streets San Fernando San Fernando Street Festival: Nocturnal Ride $144,000 Metro Open Streets Paramount Paramount-Bellflower Open Streets Neighborhood Event $242,000 $534,800 Metro TOD Planning Baldwin Park Infill/TOD Planning and Zoning $289,670 Metro TOD Planning El Monte Infill/TOD Planning and Zoning $400,400 Metro TOD Planning Irwindale Metro Gold Line Station Specific Plan $460,000 Metro TOD Planning San Fernando Infill/TOD Planning and Zoning $282,392 Metro TOD Planning Compton Mixed-Use Policies: General Plan/Zoning Code $410,000 Metro TOD Planning Burbank Downtown Metrolink Station Specific Plan $410,000 Metro TOD Planning Pico Rivera Gold Line Extension TOD Plan $390,000 $2,642,462 Metro Toll Grant Baldwin Park Frazier St. Complete Street $952,434 Metro Toll Grant Baldwin Park Commuter Connector Express Line $742,395 278
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

F U N D I N G
AGENCY

F U N D I N G

PROGRAM

S P O N S O R
AGENCY

P R OJ E CT G R A N T
AMOUNT

PROGRAM TOTAL
Metro Toll Grant Baldwin Park Los Angeles St. Complete Streets Improv. Project $2,247,021 Metro Toll Grant Carson Carson Rapid Bus Priority System $584,150 $4,526,000 Metro Wayfinding Sign. Compton Transit Usability Improvement Project $76,750 $76,750 Met. Trans. Comm. Priority Conservation Midpen Purisima-to-the-Sea Trail and Parking Area $151,000 $151,000 MLB-MLBPA Youth Develop. Brawley Boys & Girls Club of Imperial Valley T-Ball Program $33,310 $33,310 MSRC Local Gov. Match El Monte EV Charging Infrastructure $33,000 MSRC Local Gov. Match La Verne CNG Fueling Station $365,000 MSRC Local Gov. Match San Fernando Class 1 Bikeway $354,000 MSRC Local Gov. Match San Fernando EV Charging Infrastructure $100,000 $852,000 MSRC Clean Trans. Funding Alhambra Electric Vehicle Charging Stations $111,980 $111,980 NEA Grants for Arts Covina Kizh Nation Legacy Mural: Covina’s Historical Tapestry $25,000 $25,000 OR Parks-Rec Local Government Grant Ashland Ashland Bicycle Pump Track Park Project $1,000,000 OR Parks-Rec Local Government Grant Ashland Hunter Park Tennis Courts Rehabilitation Project $720,000 $1,720,000 RMC Prop 68 Grant Covina Banna Park Construction Project $1,000,000 $1,000,000 RCTC TDA Article 3 (SB821) Desert Hot Springs Wardman Park / 8th Street Sidewalk and ADA Improvement Project $340,000 $340,000 SCAG Compass BP Inglewood La Cienega Corridor Study $250,000 $250,000 SCAG Funding for Lasting
Affordability
LA Metro Environmental and Remediation Housing Acceleration Fund $5,000,000 $5,000,000 SCAG HIPP Moorpark Downtown Specific Plan $250,000 $250,000 SCAG REAP CTC Partner. LA Metro North Hollywood Transit Center $15,000,000 $15,000,000 SCAG Sust. Comm. San Fernando Parking Management Plan $237,500 SCAG Sust. Comm. Placentia Open Spaces and Urban Greening Master Plan $150,000 SCAG Sust. Comm. Burbank Media District Specific Plan Update $430,000 SCAG Sust. Comm. Covina Covina Town Center Bicycle/Pedestrian Safety and Connectivity (Gap Closure) Quick Build
$790,000
SCAG Sust. Comm. Covina Covina Downtown EIFD $100,000 $1,707,500 SCCGOV Historic Grant Midpen Alma Cultural Landscape Rehabilitation Project $322,750 $322,750 SGVCOG MSP Arcadia Colorado Blvd. Ped and Bicycle Gap Closure/Connectivity $4,500,000 $4,500,000 SJCOG CMAQ Stockton Fiber Optic Implementation Phase II $6,192,000 SJCOG CMAQ Stockton Transportation Management Center Equip. Upgrade $3,906,001 SJCOG CMAQ Stockton Arch Airport Road Traffic Signal Sync $1,157,000 $16,077,751 US-DOT SS4A Covina Citywide Comprehensive Safety Action Plan $336,000 US-DOT SS4A Ashland Citywide Comprehensive Safety Action Plan $280,000 US-DOT SS4A Pico Rivera Citywide Comprehensive Safety Action Plan $300,000 US-DOT SS4A Riverside South Main Street Complete Streets Project $11,104,807 US-DOT SS4A LA Metro Los Angeles Metro Comprehensive Safety Action Plan $6,320,257 US-DOT SS4A Los Angeles La Brea Avenue Complete Streets Project $9,000,000 $27,341,064 US-HUD Comm. Dev. Fund Baldwin Park Roadside Park Project $2,222,000 US-HUD Comm. Dev. Fund Covina Covina Recreation Village $3,000,000 US-HUD Omnibus Appro. Covina Covina Metrolink Access and Connectivity Project $4,000,000 US-HUD Omnibus Appro. Duarte Donald & Bernice Watson Greenbelt Trail Improvement Project $1,600,000 $10,822,000 WCB Restoration Funding Midpen Wildlife and Regional Trail Crossing $5,000,000 $5,000,000 TOTAL FUNDING AMOUNT $2,337,139,495
279
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Harold (Hal) Suetsugu, MA

FOUNDER / QUALITY ASSURANCE & CONTROL
35+ years experience | 85% individual win rate | $200M+ secured | 90+ applications authored | Former LA Metro employee | MA Urban Planning UCLA
Gloria Sandoval

TECHNICAL ANALYST
8+ years at EBA | Manages several active grants for Compton and Arcadia | Quarterly reporting, E-76 processing, Caltrans Local Assistance, audit prep | BA CSULA
Daniel Bartelson, MPA, MBA

PRESIDENT / PROJECT MANAGER
20+ years experience | $2B+ secured | 30+ contracts managed | Former Deputy City Manager (Signal Hill) | MPA Villanova, MBA University of Arizona, BA UCLA
Key Personnel Resumes
APPENDIX C: RESUMES
Full resumes for the following key personnel are attached as part of this appendix.

Jane Lee, MURP, MPH

GRANT WRITER
8+ years experience | $52M secured in past 3 years | FEMA BRIC ($15.7M Santa Cruz), SS4A ($13.8M Riverside), SWRCB experience | MURP & MPH UCLA
Additional resumes for Kevin Nord (MA), Cait Ghoshal (MPP), Katie Lemmon (MURP), John Gahbauer (MPP, MBA), Douglas Kim (AICP), Jorge Zarza, Sabry Abdelmalik (PE), and support staff are also attached

READY TO SERVE BANNING
EBA has the team, the track record, and the methodology to connect the City of Banning’s priorities to the funding programs designed to support them. We look forward to the opportunity to demonstrate our value as part of the City’s grant writing bench.
280
Daniel Bartelson
President
Education
» Master of Public Administration
(MPA), Villanova University
» Master of Business Administration
(MBA), University of Arizona
» BA, Political Science, UCLA
Work
» Deputy City Manager, City of Signal
Hill
» Assistant to the City Manager/
Human Resources Director, City of
Lawndale
» Management Analyst, Office of
the City Manager, City of South
Pasadena
» Administrative Analyst, Office of
the City Manager, City of South
Pasadena
Certifications
» Certified in Safe Routes to School
Local Planning, National Center for
Safe Routes to School
California Transportation Commission Local Partnership Program | City of La Cañada Flintridge
Grant lead for a $5,000,000 award funding the Soundwalls Project. The project reduces freeway noise impacts, improves neighborhood livability, and supports infrastructure resilience along a major transportation corridor.

Caltrans Sustainable Communities Grant Program | City of Pasadena
Grant writer for a $442,650 award supporting the Rose Bowl Area & Brookside Park Multimodal Connectivity Project. The funding advances planning for safer walking and biking routes, improved access to recreational areas, and enhanced multimodal mobility around one of the region’s most visited destinations.

SCAG Sustainable Communities Program | City of Burbank
Secured a $430,000 grant for the Media District Specific Plan Update. The project advances land use, mobility, and economic development strategies to support growth in one of the region’s major employment centers while improving pedestrian and transit connections.

California Natural Resources Agency Urban Greening Program | City of La Verne and City of Pomona
Developed a $561,825 grant for the Arrow Highway Urban Greening Project.

Funding supports tree planting, pedestrian improvements, and stormwater management strategies to improve climate resilience and create a more walkable corridor.

Daniel brings more than 20 years of experience in leading complex, multijurisdictional transportation planning and grant acquisition projects. He has served as project manager and firm lead on various contracts with public agencies across the states of California, Oregon, Arizona, and Montana, including the Los Angeles County Metropolitan Transportation Authority (Metro) and Shasta Regional Transportation Authority (SRTA). Daniel is adept at project and programmatic budgeting and control, as well as coordinating with public entities because his public-sector career spans more than a decade and includes serving several cities in various capacities. He understands, from goals and objectives to developing and implementing projects, having clear and concise data and working side-by-side each client, is paramount for the project to be a success and to achieve a high return on investment for the client.

Daniel’s experience also includes writing grants, researching new grants, and managing all grant associated work for large agencies, aswell as smaller cities throughout the United States. He is skilled at developing strategic relationships with the funding agency, obtaining supportfrom all levels of government, and developing substantive andwell-written applications. Daniel’s efforts have secured more than $2 billion in state, federal, and local sources for client projects. 281
California Department of Parks and Recreation’s
Statewide Park Program Grant Program (Prop 68)
| City of Monrovia
Project manager, outreach, and grants lead responsible
for securing funding for the expansion and renovation of Lucinda Garcia Park. The SPP-awarded project involved
construction of two new playgrounds with lighting,
fencing and picnic tables, five exercise fitness stations, demonstration garden, interpretive garden, bike racks
with fixit stations, new “Lucinda Garcia Park” monument sign and historic Red Car signage, and lighting.

Cal OES Hazard Mitigation Grant Program | City of
Richmond
Secured $5,300,000 to support the seismic retrofit of
the Richmond Wastewater Treatment Plant. The project
enhances critical infrastructure resilience, reduces
operational risk during major earthquakes, and ensures
continuity of essential wastewater services.

California Department of Water Resources Flood
Emergency Response Program | Mendocino
County
Secured $288,887 to develop the County’s Flood
Emergency Response Initiative. The project enhances
emergency preparedness, strengthens coordination
systems, and improves response capacity in flood-prone
communities.

California Natural Resources Agency Urban River
Grant Program | City of Pico Rivera
Prepared a $1,800,000 application for the Mines Avenue
Flood Control, Stormwater, and Greening project. The
funding supports stormwater capture, expanded green
space, and improved corridor resilience.

U.S. Department of Transportation’s Safer
Streets and Roads for All (SS4A) Grant Program |
City of Pico Rivera
Grant writer for Pico Rivera’s Citywide Comprehensive
Safety Action Plan, which was awarded $300,000.

The City’s ultimate goal is to develop policies and
infrastructure to achieve a vision to eliminate nearly all vehicular traffic-related deaths.

California Governor’s Office of Business and
Economic Development Cannabis Equity Grant |
Mendocino County
Grant writer for a $1,803,930 program supporting
cannabis equity applicants and licensees. The funding
expands business assistance, reduces permitting
barriers, and promotes equitable participation in the
legal cannabis marketplace.

Los Angeles Metropolitan Transportation
Authority (Metro) Grant Application Assistance |
Los Angeles County, CA
Since 2016, and under multiple contracts, Daniel has
served in key project management roles, leading teams
under WSP, Stantec, and others to secure funding for
Metro’s transportation initiatives. He is currently the lead on Metro’s grant writing for the Transit Oriented
Communities Division and EBA lead under WSP
(2020-Present), overseeing project initiation, grant
research, and application preparation. Underthe current TOC contract, Daniel has overseen the development
of 19 applications. Previously, from 2017-2019, as
prime, Daniel managed teams advising Metro on grant
opportunities, developing over 20 state applications to support transportation infrastructure.

Grant Research and Writing Services | San Gabriel
Valley Council of Governments (SGVCOG)
On-call manager responsible for researching, advising,
and managing grant administration for the SGVCOG,
focusing notably on the Sustainable Multimodal
Improvement Plan (SMIP). This includes creating a
detailed funding calendar for SMIP projects, identifying potential funding sources, and ensuring strategic
alignment with SGVCOG’s goals through regular updates
and discussions.

Caltrans’ Systemic Safety Analysis Program
(SSARP) | Various Agencies
Grantwriterresponsible for securing more than $900,000
for the cities of Bell, Carson, Compton, El Monte and
Placentia. The intent of this program is to assist local agencies in performing a collision analysis, identifying safety issues on their roadway networks, and developing a list of systemic low-cost countermeasures that can be used to prepare future HSIP and other safety program
applications.
282
Hal Suetsugu
Founder/Owner/Grant Writer
Education
» MA, Urban Planning, UCLA
» Graduate studies in Geography/Urban
Studies, California StateUniversity,
Los Angeles
» BA, Geography (Minor in Business)
California State University, Los
Angeles
Experience
» Vice President of Planning,
Transtech Engineers
» Transportation Manager, City of
South Pasadena
» Transportation Planning Manager,
Capital Planning and Programming,
Los Angeles County MTA
» Board of Directors Transportation
Deputy, Los Angeles County MTA
Professional
Affiliations
» California Chapter, American
Planning Association
Southern California Association of Governments (SCAG), Grant Funding Identification, Application Development and Grant Scoring | Los Angeles, CA
Project manager responsible for grants needs assessment; grant funding opportunity identification; grant application development, including managing large, interagency grant applications, and coordinating SCAG’s interest with potential funders. In coordination with Project Team staff, was also responsible for reviewing and ranking received grant applications for SCAG’s Sustainable Communities program. In less than one year, more than $3 million in local and state grants were secured for SCAG and multijurisdictional projects.

Metro Transit-Oriented Development Planning Program | City of Burbank
Prepared a $410,000 grant for the Downtown Metrolink Station Specific Plan. Funding supports planning efforts to enhance transit access, improve multimodal connectivity, and guide future mixed-use development around the station area.

California State Library Building Forward Program | City of Covina Wrote the successful $5,377,020 application supporting major improvements at the Covina Library at Recreation Village. The project modernizes library facilities, expands community programming space, and enhances long-term building resilience.

National Endowment for the Arts Grants for Arts | City of Covina Secured a $25,000 award for the Kizh Nation Legacy Mural celebrating indigenous history and cultural heritage. Funding supported artist commissioning, community engagement, and installation of new public art.

Hal has more than 35 years of experience providing regulatory planning support for city projects. Hal has led several projects, including zoning code updates, specific plans, and general plan amendments, and commercial, housing, and mixed-use planning projects. Hal has overseen the award of more than 100 grant-funded projects and plans for municipalities and regional agencies, including the Los Angeles County Metropolitan Transportation Authority (Metro) and the Southern California Association of Governments (SCAG). His expertise includes planning, outreach, and grant writing. To date, Hal has obtained funding for first/last mile station enhancements and sound mitigation, active transportation plans, pedestrian linkages, bike facilities/corridors, bus acquisition, and sidewalk improvements. He has an 85% success rate securing grants he has prepared (including ATP, HSIP, and SB1) and has led outreach projects ranging from large-scale, regional events to smaller community congresses and city council planning commissions.

With a Masters in Urban Planning from UCLA, Hal has dedicated his life to creating livable, sustainable communities that elevate education, health, the environment and safety. 283
CAL FIRE Green Schoolyard Grant Program |
Covina Valley Unified School District
Prepared a $200,000 award for the Royal Oak Middle
School Greening and Forestry Plan. Funding supports
native tree planting, outdoor learning spaces, and
climate-adaptive design to enhance student health and
environmental education.

Caltrans Clean California Program | Desert Hot
Springs
Secured $5 million for the Corporate Yard Park
Green Development Project. The grant funded the
transformation of a previously industrial area into
a community-serving green park space with native
landscaping, recreation amenities, and public art.

Caltrans Clean California Program | City of
Downey
Prepared a $749,405 grant application for Rio San
Gabriel Park improvements. The project enhanced
safety, accessibility, and aesthetics of the park through new lighting, wayfinding, active recreation features, and community-informed design elements.

LA County Regional Park and Open Space District
(Measure A) | City of Downey
Developed a successful $1 million grant application
for the renovation of Rio San Gabriel Park. This
project focused on modernizing park infrastructure,
enhancing ADA accessibility, and increasing recreational opportunities in a densely populated urban area.

LA County RPOSD Measure A | City of South Gate
Grant writer for a $1 million award for the renovation
of Circle Park. The project included playground
upgrades, pathway reconstruction, and drought-tolerant
landscaping, improving recreational equity for families in South Gate.

California Department of Housing and
Community Development (CA-DHCD) Parks
Program | City of San Fernando
Grant writer for a $176,550 award to support recreation and parks improvements in San Fernando. The project
funded upgrades to existing park facilities, enhancing
access to active recreation amenities for a historically underserved community.

CalRecycle Rubberized Pavement Program | City
of Compton
Prepared a $313,660 grant to support rubberized
repavement of Rosecrans and Wilmington. Funding
improves roadway durability, promotes recycled tire
material use, and enhances pedestrian and vehicle
safety.

CA-DHCD Parks Program | City of El Monte
Lead grant writer for a $250,966 award to support Phase 1 and 2 of the Lambert Park Rehabilitation Project.

The Lambert Park Rehabilitation Project - Phase 1 and
2 of construction will continue the rehabilitation of
the park facilities including passive improvements to
watershed area (DG paths, benches, picnic tables, etc), removal of existing wading pool and backfill with sod
to include irrigation; environmental testing of the two existing buildings (Teen/Youth Hut and Recreation
Office/Maintenance Room/Restrooms); and updating
conceptual plan.

Citywide Active Transportation Funding Plan | City
of La Verne
Project Manager responsible for orchestrating and
directing the city’s strategic investment towards
enhancing its transport infrastructure. He has helped the City secure more than $5.7 million in funds, which have been instrumental in delivering various key projects.

Caltrans’ Highway Safety Improvement Program
(HSIP) | Various Agencies
Grant writer responsible for overseeing and securing
more than 20 grant applications totaling more than
$16 million through the State administered program.

This includes securing more than $2 million for nonmotorized safety improvements along Compton Boulevard, one of Los Angeles County’s longest and
deadliest transportation corridors that spans South LA
and the South Bay. Additionally, more than $1 million
was secured for multimodal safety improvements along
Glen Oaks Boulevard for the City of San Fernando. These projects will ultimately improve pedestrian and bicycle safety, connectivity, and mobility.
284
Jane Lee
Urban Planning Associate/Grant Writer

EDUCATION
» M.U.R.P., Urban and Regional
Planning, UCLA
» M.P.H., Public Health, UCLA
» B.S.P.H., Public Health, UC San
Diego
Experience
» Staff Research Associate V at
Sustainable LA Grand Challenge
» Planning Intern, LA County Dept. of
Regional Planning ESGVAP
» Independent Contractor at
Easterseals, Inc.

Technical
Skills
» Canva, ArcGIS, Project
Management, Airtable, SPSS, STATA,
Monday
» Languages: Korean and Chinese
Awards/Affiliations
» UCLA Institute of Transportation
Lewis Center for Regional Policy
Studies Fellow (2022)
» American Public Health Association
(APHA) PHEPH Award Finalist (2021)
U.S. Department of Transportation’s Safer Streets and Roads for All (SS4A) Grant Program | Riverside, CA
Grant writer responsible for securing an implementation grant application for $13.8 million towards citywide infrastructure improvements, including the implementation of a Road Diet, and new pedestrian sidewalks, dynamic/ variable speedwarning signs,bicycle lanes,bicycle signage, sharrows, audible push buttons, and high-visibility crosswalks along the project corridor. This project is building off of recent safety improvements that the City has been implementing, including those with funding from the Active Transportation Program Cycle V and SB-1. The City has also been implementing pedestrian and bicycle improvements at several locations Citywide with Community Development Block Grant (CDBG) funds.

U.S. Department of Homeland Security’s (FEMA) Building Resilient Infrastructure and Communities (BRIC) Program | Santa Cruz, CA Grant writer responsible for preparing a $15.7 million dollar grant application to fund a flood hazard mitigation project that will increase protection from increasingly frequent and intense rainfall events. The current level of protection is inadequate for 5- and 25- year floods, with flooding evident in low-lying areas along streets in Downtown Santa Cruz. The city is proposing to harden existing and construct new pump stations, as well as deepen wet wells, to alleviate flows in the existing storm drain lines.

U.S. Department of Transportation’s Reconnecting Communities Grant Program | Covina, CA
Grant writer responsible for preparing a $5 million dollar grant application to “bridge the gap” between the City’s communities. The funding will help the City meet several objectives, including 1) building a bridge to connect the Covina Metro station to its parking lot across the street, 2) creatingwayfinding signage to bolster economic revenue in the historic downtown area, and 3) fostering a better pedestrian experience through reimagined sidewalks and walkways, coupled with better public safety, for a more unified community.

Jane is a professional planner and grant writer. With a Masters in Public Health and Masters in Urban and Regional Planning from UCLA, she has more than 8 years of professional experience in several interrelated fields, including community health, public policy, land use planning, and urban development. Through a creative yet grounded approach to grant writing, she has helped solve community challenges for cities and public agencies. Her passion for equity in the built environment, mobility, and health has also allowed her to participate and lend her voice in planning and outreach projects. Jane’s experience and work in urban and rural areas throughout California and beyond have provided her with a comprehensive understanding of community challenges and opportunities. In her free time, Jane enjoys traveling abroad, trying new cuisines, and long-distance running. 285
California Department of Transportation’s
Sustainable Transportation Planning Grant
Application | Bell Gardens, CA
Grant writer responsible for preparing a $355,450
planning grant application for the Bell Gardens Transit Oriented Community Specific Plan and Zoning Code
Update (BG-ZCU) Project. The project seeks to bring
connectivity and safety to the City of Bell Gardens
by addressing neighborhood parcel underutilization
and mobility gaps that negatively impact access to
neighborhood schools, parks, retail centers, hospitals, as well as regional transit centers, and transit stops.

The Project will update the City’s outdated General Plan (last updated in 1995) which will help guide future land use development and transportation access for the
disadvantaged community of Bell Gardens.

California State Library’s Building Forward Grant
Program | Moorpark, CA and Monrovia, CA
Grant writer responsible for preparing two construction grant applications totaling $11 million for library
facility-related capital projects that will address critical maintenance needs, improve energy efficiency,
improve sustainability, and expand physical access. The Moorpark City Library application details the need for a critical infrastructure replacement of the current library facility, as a new building is determined to be the most cost-effective way to provide a safe library for Moorpark’s residents. The Monrovia Public Library application seeks to revitalize existing grounds, including renovation of exterior patios and landscaping.

Cal Fire’s Urban and Community Forestry Grant
Program | Riverside, CA
Grantwriterresponsible for preparing a grant application for the City of Riverside’s Urban Forestry Management
Plan project, The proposed project will include the
creation of an in-house database for forestry inventory management, a standardized Urban Forest Management
Plan, and the planting of drought-tolerant trees within existing parks located in Census-designated low-income
neighborhoods in the City of Riverside.

T-Mobile’s Hometown Grant Program | Brawley,
CA
Grant writer responsible for preparing a $50,000
grant application for the Refreshing Brawley Facade
Improvement Project. The project would allow the
City to provide financial assistance to business owners located in theCity’s downtown districttowards storefront improvements, with the goal of supporting the City’s
vision to increase the Downtown Civic area’s position as the City’s cultural, civic, and entertainment center within a walkable, pedestrian-scale village atmosphere.

California Department of Transportation’s Active
Transportation Program Cycle 7 | Burney, CA and
Desert Hot Springs, CA
Grant writer for $30.79 million in grant applications to fundwalking and biking projects improving connectivity, safety, pedestrian circulation, and transit access in two disadvantaged California communities.

Post-Pandemic Mobility Evaluation | East San
Gabriel Valley, CA
Project analyst responsible for executing a community
outreach analysis to inform the East San Gabriel
Valley Area Plan on public space usage and mobility of
immunocompromised and senior residents in Hacienda
Heights and Rowland Heights. Through surveys, social
media scans, and geospatial evaluation, the analysis
identified key areas of open space use and residents’
existing and future space-related needs. The final
evaluation identified several actionable strategies that contained a range of innovative solutions, such as
culturallyandgenerationally inclusiverecommendations
for equitable public spaces.

Publications
Lee, J. (2022). STEPS: Spaces through the eyes and
perceptions of seniors (Master’s capstone, UCLA).

Shipe, R., Lee, J. (2022) UCLA Sustainable LA Grand
Challenge Undergraduate Research Scholars Program:

Preparing the next generation of interdisciplinary leaders (Virginia Tech Publishing).

Lopez, N., Lee, J., Nguyen, T., Nguyen, N. (2021) Social media for public health: lessons learned from a student and faculty led COVID-19 campaign (APHA).
286
Kevin Nord
Planning Associate/Grant Writer
Education
» MA, Planning with Transportation
and Infrastructure Concentration,
USC
» BA, Sociology, California State
University, Long Beach
» AA, Liberal Arts and Sociology,
Cypress College
Experience
» Blue Zone Policy Intern, Beach
Cities Health District
» Production Manager, Openers Plus
» Quantitative Methods of Social
Research Teaching Assistant, CSULB
» Community Health and Wellness
Intern, Orange County Department
of Education
» Merchandising and Pricing
Associate, Sears, Roebuck and Co.

Rivers and Mountains Conservancy Prop 68 Grant Program | City of Covina
Outreach lead and grant writer responsible for preparing the City of Covina’s application requesting $1 million to create a new community park in one of the park-poor community along Banna Avenue at Cypress Street. The proposed 2-acre new park will incorporate an interactive nature play park, fitness zone, outdoor classroom and lab, pollinator garden, tot lot, walking and bicycling paths, and a dog park — all of which were identified by the community as priorities via outreach meetings in which Kevin met with neighborhood residents.

Caltrans’ Active Transportation Program (ATP) Grants | City of Redding
Grant writer responsible for the successful acquisition of over $10 million in ATP funding for the City of Redding, Kevin has been pivotal in enhancing the city’s transportation infrastructure. His work on the Victor Ave & Cypress Ave Active Transportation (VCAT) Project secured $7.8 million to overhaul a hazardous corridor into a secure and accessible route for the community, directly benefiting local schools and economic centers. For the Turtle Bay to Downtown Gap Completion Project, he obtained $2.6 million to create safe and engaging connections between key civic, commercial, and recreational areas.

Caltrans’ Clean California Grant | City of Santa Maria
Grant writer responsible for securing a $2.5 million Caltrans Clean California grant for the Battles Road Green Corridor Rehab and Beautification project in Santa Maria, aiming to revitalize a 1.1-mile pathway into a safer, more accessible green space. This project, deeply rooted in community input and citywide plans, will introduce repaved bike paths, pedestrian walkways, outdoor fitness zones, and environmental enhancements like native plants and bioswales. Additionally, it will feature public art and solar-powered lighting, directly contributing to the city’s goals of reducing waste, beautifying public spaces, enhancing outdoor recreation, and advancing equity for underserved communities.

Kevin brings 8 years of professional experience in several interrelated fields, including public policy, transportation and land use planning, geographic information systems, urban development, and sustainability. He has participated in both qualitative and quantitative research projects, including studies on transit-oriented development impacts, land-use regulations, and environmental modeling. He blends his wide variety of interests — accessibility, biking, design, environmentalism, housing, mobility, social justice, spatial analysis, and sustainability — through a creative approach to planning. Kevin’s research experience and work throughout Los Angeles County and Northern California have provided him a broad perspective and understanding of transportation challenges and opportunities. 287
California State Parks’ Statewide Park
Development and Community Revitalization
Grant Program | City of La Verne
Grant writer responsible for preparing La Verne’s
California State Park’s grant for the construction of a teen center. The $3 million dollar grant request will fund the construction of interpretive and educational open space facilities and exhibits. This application required five outreach meetings (which Kevin facilitated), a thorough understanding of the benefits of a major rehabilitation project, and a strong ability to convey these benefits
clearly and concisely.

U.S. Department of Transportation’s
Reconnecting Communities Grant Program | City
of Burbank
Grant writer responsible for preparing an $800,000
grant for the Burbank Magnolia and Olive Bridge
Comprehensive Connectivity Plan. This planning project
is set to conduct feasibility studies for the Magnolia
and Olive bridges, vital connectors between Downtown
Burbank, the western parts of the city, and Interstate 5.

The aim is to assess the rehabilitation needs for these structures, with a vision to develop separated/raised
bicycle lanes and extended pedestrian facilities on the Magnolia Bridge, and to enhance public transit links,
including local commuter rail, on the Olive Bridge. The rehabilitation is not only crucial for improving safety and reducing carbon emissions but also for supporting new
mixed-use developments and a proposed Bus Rapid
Transit system, reinforcing the bridges’ integral role in connecting Burbank’s downtown to its surrounding
districts.

FTA 5310 Enhanced Mobility for Seniors and
Individuals with Disabilities Transit Grant
Program | City of Monrovia
Author responsible for preparing the City of Monrovia’s application to the Federal Transit Administration
requesting $600,000 to 1) expand transportation services to seniors and individuals with disabilities, 2) increase service destinations for educational and medical
purposes, and 3) extend hours to accommodate a 24-
hour daily on-demand service and adjust transit bus and van transports to meet high demand peak hour local
service.

SB 821 Bicycle and Pedestrian Facilities Program
| City of Desert Hot Springs
Grant writer responsible for successfully securing
$340,000 for the Wardman Park / 8th Street Sidewalk and ADA Improvement Project in Desert Hot Springs through
theSB821sProgram.Thisessentialinitiativewillenhance
pedestrian infrastructure along 8th St from Palm Drive to the Wardman Park parking lot, addressing the current
lack of pedestrian pathways which poses significant
safety and accessibility issues. Upon completion, this
project will connect a low-income residential area with the city’s commercial core, providing seamless access to parks, schools, and transit services.

Caltrans’ Sustainable Transportation Grant | City
of Covina
Grant writer responsible for securing a $319,151 grant
from Caltrans’ Sustainable Transportation Planning
Grant Program for the City of Covina’s Active Streets and Multimodal Connectivity Plan (CASMCP). This initiative
aims to revamp the local and regional transportation
framework, focusing on enhancing active transportation
networks, improving transit connections, and
supporting transit-oriented development. Key activities include in-depth research on current transportation
dynamics, extensive community engagement, and the
development of both draft and final connectivity plans.

Situated in a high-traffic area of the San Gabriel Valley, the projectwill address safety, air quality, and congestion challenges, while fostering sustainable development
around major transit hubs.

Rosemont Avenue Complete Streets Feasibility
Study | City of Pasadena
Lead planner and plan author responsible for directing
a digital-first community engagement approach and
collaborating closely with stakeholders to inform the
development of pedestrian safety enhancements along
Rosemont Avenue, a neighborhood corridor that leads
to the Rose Bowl.
288
Cait Ghoshal
Senior Planning Associate/Grant Writer
Education
» Master in Public Administration,
DePaul University
» Bachelor of Arts, Political Science
and Media Studies, Hobart and
William Smith Colleges
Experience
» Director, Aegis Owner Services
» Senior Consultant, WSP
» Associate, Aon Infrastructure
Solutions
» Program and Development Director,
Congress for the New Urbanism
Awards & Skills
» Young Professionals in
Infrastructure
» WTS International
» American Society of Public
Administrators
» Grant writing, value capture
analysis, risk analysis, financial
feasibility and Value-For-Money,
training and curriculum design
MD 5 Great Mills Improvement Project, RAISE | Maryland
Department of Transportation
Grant writer responsible for $14,950,000 grant to replace a bridge. The Great Mills project will increase safety and mobility by expanding capacity for motorized traffic, creating multimodal transportation options, and replacing an obsolete bridge.

Bushnell to West Kimball, Interstate 80, RAISE | Nebraska Department of Transportation
Grant writer for $25,000,000 grant for a highway reconstruction project. The I-80 Bushnell to West Kimball Project covers 9 mules in Western Nebraska and plays a crucial role in facilitating commerce among regional rural businesses and national freight carriers that move goods across the state.

Lake Nona Mobility Network, RAISE | Orange County, Florida in partnership with Tavistock
Cait first served as a grant writer for the winning grant and then played an implementation role in executing a partnership with Orange County, Florida.

The BUILD grant funded a multi-project infrastructure network program in LakeNona, Florida. Theprojectincludeda greenbelt andotherpark amenities to support both the transportation network and residential development in Lake Nona.

Downtown Transit Center, RAISE | New Orleans Regional Transit Authority
Grant writer responsible for preparing this $16,392,000 grant application for a Downtown Transit Center in New Orlean’s Central Business District. The facility is designed to consolidate transfers across routes, integrate passenger amenities, and enhance pedestrians’ safety as they make transfers.

Cait Ghoshal has provided services ranging from federal and state grant writing, to business process improvement and change management, to infrastructure feasibility and risk analysis. Cait has played an advisory role on more than 25 infrastructure projects in the United States. In addition to her work on alternative delivery projects, Cait is an experienced grantwriter. Cait haswritten federal grants since 2016, including grants for discretionary programs such as Better Utilizing Investments to Leverage Development (BUILD) and Infrastructure for Rebuilding America (INFRA). Cait has also worked as a grant writer in the nonprofit sector, managing initiatives funded by the Ford Foundation, Oram Fund for the Environment & Urban Life, and Surdna Foundation, for six years prior to returning to graduate school. 289
Katie Lemmon
Senior Planning Associate/Grant Writer
Katie Lemmon is an experienced urban planning and public transit professional, specializing in creating inclusive transportation networks. She focuses on developing accessible first and last mile connections to transit, prioritizing community-based planning and equity-centered engagement. Katie’s expertise includes securing funding for active transportation programs and integrating urban greening with transportation improvements. Her strategic vision, adeptness in synthesizing complex information, and ability to build consensus among diverse stakeholders have been instrumental in managing significant projects at Metro, such as the Sepulveda Station and East San Fernando Valley First/Last Mile Plans. Katie’s unique skills make her an invaluable asset in grant writing for transformative urban transportation initiatives.

Education
» Master’s of Urban and Regional
Planning, University of California,
Los Angeles (UCLA)
» B.S., Public Policy, Management,
and Planning - Urban Studies
Emphasis, University of Southern
California
» International Environment and
Development, Semester Program,
American University
Experience
» Principal, Lemmon Planning LLC
» Senior Manager, First/Last Mile
Planning, Los Angeles Metro
» Manager, Transportation Planning,
Los Angeles Metro
» Principal Transportation Planner,
Los Angeles Metro
» Senior Project Manager, PSM2
» Planning Assistant, CityWorks
People + Places, Inc.
» Project Coordinator, PRR
Gold Line 2B First/Last Mile Plan | Metro
Project Manager for the Gold Line 2B First/Last Mile Plan, a pivotal role in the light-rail transit expansion encompassing five stations. Her responsibilities included managing consultant deliverables and effectively integrating a community-based organization into the project team.

This integration was crucial for advising on planning methodology and shaping the community engagement approach. Katie’s role also involved managing coordination with local jurisdictions across five different areas, ensuring a cohesive and well-aligned strategy. Additionally, she was instrumental in extensive coordination with the Foothill Construction Authority, particularly in determining the location and types of projects near planned rail crossings. Her leadership and strategic approach were key in navigating the complexities of this multi-faceted transit project.

Blue Line First/Last Mile Plan | Metro
In her role as Project Manager for the Blue Line First/Last Mile Plan, Katie was at the forefront of Metro’s inaugural First/Last Mile planning initiative, covering an extensive network of 22 stations. She pioneered a novel approach for integrating Community-Based Organizations (CBOs) into the project team, skillfully navigating and resolving various communication and funding challenges. This innovative strategy not only enhanced the project’s effectivenessbut alsoset aprecedentfor community involvement in large-scale transit projects. Katie’s leadership and problem-solving skills were instrumental in the successful development and implementation of this comprehensive and community-focused transportation plan.

Transit to Parks Strategic Plan and Program | Metro
Katie played a pivotal role in overseeing the Transit to Parks Strategic Plan, a visionary project aimed at enhancing access to high-quality parks and open spaces for park-poor communities. She led the development of a Metro program to implement this Strategic Plan. Additionally, Katie was instrumental in conceptualizing the Transit to Parks Summit. This initiative was designed to incubate local projects, facilitate partnerships, and support project sponsors, all grounded in data-driven methods.

Her leadership in this project showcased her commitment to improving community access to green spaces and her skill in fostering collaborative efforts for sustainable urban development. 290
John Gahbauer
Senior Planning Associate/Grant Writer
Education
» M.P.P., Transportation, UCLA Luskin
School of Public Affairs
» M.B.A., Management, UCLA
Anderson School of Management
» A.B., Philosophy, Georgetown
University
Experience
» Lead Planner, Parsons Brinckerhoff
(now WSP)
» Policy and Programming Intern, San
Francisco County Transportation
Authority
» Intern, San Francisco Municipal
Transportation Agency (SFpark
project)
» Consultant, UCLA Anderson
School of Management (Metro
ExpressLanes Survey)a
Career Highlights and Experience
 Led grant writing efforts for multiple active transportation projects in Los Angeles County, successfully securing funding for over $10 million in projects, including 1.5 miles of bicycle and pedestrian infrastructure in Artesia and a pedestrian bridge over the Los Angeles River in Burbank.  Coordinated the development of a $2.9 million Environmental Impact Report (EIR) for the Metro Gold Line Foothill Extension, a 12.3-mile lightrail project from Azusa to Montclair, serving as deputy project manager and main client liaison. Oversaw a team of 10 authors and produced numerous presentations of technical data for public meetings.  Played a significant role in major Metro projects, such as the Airport Metro Connector, where he provided pre-engineering cost estimates for 27 route options, and the Sepulveda Pass Corridor, where he contributed to a comprehensive analysis of transit alternatives for connecting the San Fernando Valley to the Westside.
 Conducted an in-depth analysis of Metro’s Bus Rapid Transit system to identify corridors with high ridership potential, leading to recommendations for dedicated bus lanes, transit signal priority, and other speed improvements across nine key routes.
 Contributed to the groundbreaking SFpark project at the San Francisco Municipal Transportation Agency by designing and conducting a market research study that surveyed 3,500 carpoolers and led focus groups to shape the development of a rewards program for frequent users.  Assisted the San Francisco County Transportation Authority with the administration of an $11 million grant program, focusing on mobility solutions for low-income communities and evaluating grant applications for transportation projects.
 Published research on transportation policy topics, including variable transit fares and environmental analysis in transportation planning, contributing to academic and professional discourse on sustainable mobility solutions.

John is a transportation planner and grantwriterwith extensive experience in transportation planning, policy analysis, and grant writing. He has supported multiple high-profile transit projects, including active transportation initiatives in LA County and large-scale environmental impact reports. His expertise spans transit planning, project management, and policy development, with a focus on improving mobility and access in urban settings. John has been involved in grant writing efforts for various transportation projects and has published research on transit policy and planning. His background includes working on groundbreaking projects such as the Metro Gold Line Foothill Extension and SFpark 291
Douglas Kim
Senior Planning Associate/Grant Writer
Education
» M.A., Urban and Regional Planning,
San Jose State University
Experience
» Principal, Douglas Kim + Associates
LLC
» Director of Regional Planning,
Los Angeles County Metropolitan
Transportation Authority
» Director of Regional Planning, San
Mateo County Transit District
» Lead Consultant, Transportation
Analyses, various projects across
California
Certifications
» AICP Certified Planner (#011509)
Career Highlights and Experience
 Directed the Dumbarton Transportation Corridor study, addressing transit, bicycle, pedestrian, and highway issues across a 26-mile corridor.  Managed the Smart Traffic Analytics project in East Palo Alto, aimed at improving vehicle flow and reducing localized air pollution.  Developed operational and Short Range Transit Plans for transit agencies including Torrance Transit, Riverside Transit Agency, and San Mateo County Transit District.
 Led the preparation of transit master plans and transportation corridor studies for agencies throughout California.
 Provided consulting services in transportation planning and analysis for numerous agencies, including Los Angeles Metro and Anaheim Resort Transit.
 Directed the development of Short Range Transit Plans for major transit agencies, including LA Metro and San Mateo County Transit District.  Led transportation planning efforts for the Dumbarton Rail Corridor, integrating multimodal strategies to improve regional connectivity.  Coordinated transit service restructuring projects to optimize operational efficiency and service coverage for agencies like Norwalk Transit and Montebello Bus Lines.
 Played a key role in the development of community-based transportation and mobility plans, addressing the unique needs of local communities across California.
 Managed GIS analysis and traffic modeling efforts to support transportation planning initiatives and improve data-driven decisionmaking for transit agencies.

Douglas is a seasoned transportation planning professional with significant experience leading regional planning efforts, including serving as Director of Regional Planning for both the Los Angeles County Metropolitan Transportation Authority (LA Metro) and the San Mateo County Transit District. He has overseen key projects such as the Dumbarton Transportation Corridor study, addressing complex multimodal transportation issues across a 26-mile corridor, and has played a vital role in traffic improvement initiatives like the Smart Traffic Analytics project in East Palo Alto. Douglas has developed Short Range Transit Plans and operational strategies for various transit agencies throughout California, including Torrance Transit, Riverside Transit Agency, and Montebello Bus Lines. His expertise spans community-based transportation planning, transit restructuring, and traffic impact analysis, making him a valuable asset in managing 292
Sabry Abdelmalik
Resident Engineer
Education
» B.S., Civil Engineering, Cairo
University
» General Engineering Contractor,
State of Californiae
Experience
» President and Owner, West Site
Engineering
» Senior Design Engineer, Transtech
Engineers
» Senior Project Engineer, Walden
and Associates
» Senior Project Engineer, Rox
Consulting Group
» Project Engineer, United
Engineering Technology
» Project Manager, Cairo Airport
Authority
Certifications
» Registered Civil Engineer in
California and Texas
Career Highlights and Experience
 Led the construction of a new terminal and runway at Cairo Airport, managing all civil engineering aspects and coordination efforts.  Provided engineering services for municipalities, including the design and supervision of street, grading, storm drain, and sewer projects.  Managed civil engineering projects for educational institutions, such as infrastructure upgrades and grading for the University of California, Riverside.
 Oversaw plan checking and construction document preparation for various civil projects in cities like San Bernardino and Palmdale.  Coordinated traffic improvement designs, including traffic signal, street lighting, and traffic control plans, for public works projects across California.
 Supervised the engineering design for large-scale infrastructure projects, including highways, runways, and utility systems at Cairo Airport.  Provided engineering and technical consulting services to educational institutions, such as designing new access roads and grading plans for Cal State University campuses.
 Led civil engineering design for streetwidening and rehabilitation projects in the City of Alhambra, enhancing traffic flow and safety.  Managed the development of flood mitigation designs, including drainage and stormwater management solutions for municipalities like Laguna Woods.
 Conducted comprehensive plan checks for civil engineering projects in cities across Southern California, ensuring compliance with local regulations and standards.

Sabry is a highly experienced civil engineer with over 35 years of expertise in urban and rural development, public works, and infrastructure projects. He has a diverse background that includes designing and supervising street, highway, grading, storm drain, and utility improvement projects. Sabry’s career highlights include serving as Chief Airport Civil Engineer at the Cairo Airport Authority, where he led the construction of a new terminal and runway.

His work extends across municipalities and educational institutions in the U.S., providing engineering services, plan checking, and construction document preparation. His broad experience in project management, coupled with his technical skills in civil engineering design, ensures successful project outcomes for complex infrastructure projects. 293
Jorge Zarza
Senior Planning Associate/GIS Cartographer
Education
» BS, Urban and Regional Planning,
California State Polytechnic
University, Pomona
» GIS Certificate, Rio Hondo College
Experience
» Planner, City of San Fernando
» Planner and GIS Technician,
Southern California Association of
Governments
» Assistant Planner, City of Baldwin
Park
Technical
Skills
» 20+ years’ experience as a GIS
cartographer for a wide variety of
projects and applications
» Local planning experience working
for SCAG and the City of Baldwin
Park
» Bilingual (Spanish)
Career Highlights and Experience
 Updated the land-use database for the Southern California Association of Governments for the 2016-2040 Regional Transportation Plan and Sustainable Communities Strategy.
 Produced 64 maps for the City of Montebello’s Line-by-Line Analysis Report, including bus line system maps, weekly boarding by stop and direction, transit use by census tract, and route change proposal maps.  Prepared 50 maps for the City of San Fernando’s Active Transportation Plan and Safe Routes to School Project, covering land use, bikeways, existing conditions, school site, and proposed improvements.  Prepared 23 maps forBaldwin Park’sNon-Motorized Active Transportation Plan, highlighting bicycle lane and pedestrian infrastructure across neighborhoods.
 Possesses extensive experience producing print-ready maps for a variety of applications such as the Metro Rail to Rail/River Active Transportation Corridor Project Alternative Analysis - Segment B, Bicycle Transportation Master Plans, Downtown Specific Plans, Environmental Impact Reports, and Health and Sustainability Elements.
 Played a leading role in GIS mapping for comprehensive projects in cities like Huntington Park, Rosemead, and Baldwin Park.
 Prepares maps for significant grant applications including ATP, HSIP, RAISE, and TIRCP, to name a few.
 Currently manages a team of planners dedicated to providing comprehensive plan checking services for Accessory Dwelling Units (ADUs) in the City of Burbank. He oversees the meticulous evaluation of ADU proposals to ensure they meet all zoning, building codes, and design standards. His leadership ensures the streamlined progression of ADU approvals, contributing to the city’s housing strategy by expanding residential options and enhancing housing diversity.

Jorge brings 20 years of expertise to the fields of regional and city planning, with a special focus on GIS mapping, land use planning, urban design, smart growth, and bicycle and pedestrian facility design. His professional journey has seen him play integral roles in planning for Baldwin Park, San Fernando, and the Southern California Association of Governments (SCAG), where he skillfully harmonized public input with the built environment across various Los Angeles County cities and agencies. As a GIS mapping specialist, Jorge is crucial in creating detailed census geography and attribute compilations for community analysis, geocoding, digitizing geo-databases, and producing intricate map layouts for diverse projects ranging from planning studies to grant applications, leveraging his proficiency in ArcGIS and Adobe Illustrator to support clients’ data-driven decision-making. 294
Support Associates
Gloria Sandoval
Technical Analyst
Joining EBA in 2016, Gloria brings more than eight
years experience in management, administration,
and support. Equipped with expertise rooted in her
bachelor’s degree in Criminal Justice from CSULA,
Gloria’s unique academic background provides a deep
understanding of the legal and regulatory aspects
essential for navigating the intricacies of grant writing and compliance in public projects. As a technical analyst, Gloria excels in coordinating client grant applications, streamlining submission processes, and identifying new
funding avenues. Her attention to detail and precision
are particularly evident in her management of quarterly reporting, audit preparations, and compliance with
grant reporting requirements. After pausing her career in 2018 to embrace motherhood, Gloria’s return in 2022 has been marked by her continued dedication and ability to
seamlessly integrate into various tasks, reaffirming her role as an invaluable asset to our team. Her support
enhances EBA’s capability to serve local cities, public agencies, and communities effectively.

Andranik Andre Grigorian
Graphic Designer/Illustrator
Andre is an illustrator with a passion for bringing life to design concepts with a work style focused on detail.

With a bachelor’s degree in Illustration from CSUN,
Andre Grigorian has gained over four years of formal
art training, combining skills to present a varied work portfolio that includes Logos, road maps, storyboards,
aswell as architectural and character design. He believes that collaborating with others is essential for success in a project by blending efficiency with a rewarding
engagement process. Andre contributes and transforms
ideas into detail-driven concepts. He also pays attention to safety measurements and layouts with particular
concern for design elements that will have an impact
on disadvantaged communities. In his free time, Andre
likes to practice drawing environments and characters,
continuing to hone his craft and the skills that he can bring to his work projects.

Scott St.James Cardona
Graphic Designer/Illustrator
Scott is a highly skilled and experienced graphic designer and illustrator. He is passionate about graphically
portraying city projects and incorporating designs that contribute to the rejuvenation of cities and communities.

With a bachelor’s degree in Graphic Design from CSULA,
he has successfully led numerous projects within the
City of Los Angeles, ranging from public sculptures to
murals. Throughout his career, he has demonstrated a
deep appreciation for the creative and compassionate
aspects of Los Angeles County communities and has
worked closely with the DTLA Department of Public Arts
for over 5 years. Scott thrives on collaboration and excels at working with diverse teams on multiple projects with tight deadlines, making him a valuable asset in his field.

When he isn’tworking, you can find Scott at his art studio in DTLA, where he creates paintings, ceramics, and
animations. He eagerly looks forward to collaborating
with clients, sharing his extensive knowledge and
creative ideas, and applying innovative approaches to
each project at hand.

William Imperial
Marketing Director
William has more than a decade of experience across
a broad spectrum of areas including research, design,
photography, videography, proposal development,
and grant writing, establishing himself as a strategic
marketing professional. He leads proposal efforts,
creates engaging marketing materials, and crafts
compelling copy and visuals that connect with target
audiences. Driven by a passion for maximizing client
and company potential, William excels in showcasing
strengths, exploring new opportunities, and navigating
competitive landscapes to foster growth. Before joining EBA in 2014, William worked at a technology company,
focusing on analyzing marketing data, increasing
website traffic, and spearheading initiatives in content creation, social media, and business development.

William graduated summa cum laude from CSULA with
a bachelor’s degree in Business Administration and a
minor in Economics.
295
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Required Forms
APPENDIX D: FORMS
A. New Vendor Registration: Per Addendum #2, the City said to fill out the Business Tax Certificate Application but not submit it to HDL. Since EBA is not physically conducting business in Banning (remote/on-call services from Pasadena), this form may not apply. As such, we’ve filled it out conservatively just in case.

B. Certification Compliance with Russia Sanctions: Attached. 296
City of Banning
Finance Department
99 East Ramsey Street / P.O. Box 998
Banning, CA 92220-0998
(951) 922-3129
Dear New Vendor,
The City of Banning is pleased to inform you that we are in the process of setting up your company as a new vendor in our system for the purpose of initiating future purchase orders, and/or enabling payment(s). The City would like to request the following information from your company that is required in order for us to complete your profile, and any further transactions:
• Vendor Masterfile Sheet (enclosed, please complete and return with the following applicable documentation - page 2)
• W9 form (required) (attached if needed pages 3-8, please return only first page {3})
• City of Banning Business Tax Certificate Application [with Business Tax Summary](may not apply if you are not conducting business in Banning - pages 9-10)
• Certificate(s) of liability insurance naming the City of Banning as additional insured with corresponding endorsement pages (may not be required if no on-site work is being performed - Requirements listed page 11) For convenience, completed documents may be returned to the City Requestor via email, or mailed to the address stated above.

Feel free to reach out to us if you have any questions.

Sincerely,
City of Banning
Finance Department
1 297
Name:

Address:

City, State, Zip:

Phone Number:

Contact Person:

Email Address:

Business Description:

Name:

Address:

City, State, Zip:

W-9 Attached: Licenses Verified:

Comm/Serv: E/X Code
Vendor Number: .

Office Use Only
Remittance Address (if different from above)
City: __________ State: __________ Contractors: __________ DIR: ___________ Vendor Master File
Company License (if Applicable):
298
Form W-9
(Rev. October 2018)
Department of the Treasury
Internal Revenue Service
Request for Taxpayer
Identification Number and Certification
a Go to www.irs.gov/FormW9 for instructions and the latest information.

Give Form to the
requester. Do not
send to the IRS.

Print or type.

See Specific Instructions on page 3.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.

Individual/sole proprietor or
single-member LLC
C Corporation S Corporation Partnership Trust/estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) a Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner.

Other (see instructions) a
4 Exemptions (codes apply only to
certain entities, not individuals; see
instructions on page 3):

Exempt payee code (if any)
Exemption from FATCA reporting
code (if any)
(Applies to accounts maintained outside the U.S.)
5 Address (number, street, and apt. or suite no.) See instructions. 6 City, state, and ZIP code
Requester’s name and address (optional)
7 List account number(s) here (optional)
Part I Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter.

Social security number
––
or
Employer identification number
–
Part II Certification
Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

Sign
Here Signature of
U.S. person a Date a
General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.

Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid)
• Form 1099-DIV (dividends, including those from stocks or mutual funds)
• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
• Form 1099-B (stock or mutual fund sales and certain other transactions by brokers)
• Form 1099-S (proceeds from real estate transactions)
• Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition)
• Form 1099-C (canceled debt)
• Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.

If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later.

Cat. No. 10231X Form W-9 (Rev. 10-2018)
3 299
Form W-9 (Rev. 10-2018) Page 2
By signing the filled-out form, you:

1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued),

2. Certify that you are not subject to backup withholding, or

3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and

4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reporting, later, for further information.

Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9.

Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are:
• An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or
• A domestic trust (as defined in Regulations section 301.7701-7).

Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners’ share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income.

In the cases below, the following person must give Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States.
• In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the entity;
• In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the trust; and
• In the case of a U.S. trust (other than a grantor trust), the U.S. trust (other than a grantor trust) and not the beneficiaries of the trust.

Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person, do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities).

Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a “saving clause.” Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes.

If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items.

1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien.

2. The treaty article addressing the income.

3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions.

4. The type and amount of income that qualifies for the exemption from tax.

5. Sufficient facts to justify the exemption from tax under the terms of the treaty article.

Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if his or her stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first protocol) and is relying on this exception to claim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption.

If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233.

Backup Withholding
What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding.

You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return.

Payments you receive will be subject to backup withholding if:

1. You do not furnish your TIN to the requester,

2. You do not certify your TIN when required (see the instructions for Part II for details),

3. The IRS tells the requester that you furnished an incorrect TIN,

4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only), or

5. You do not certify to the requester that you are not subject to backup withholding under 4 above (for reportable interest and dividend accounts opened after 1983 only).

Certain payees and payments are exempt from backup withholding.

See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information.

Also see Special rules for partnerships, earlier.

What is FATCA Reporting?
The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all United States account holders that are specified United States persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information.

Updating Your Information
You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you no longer are tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account; for example, if the grantor of a grantor trust dies.

Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect.

Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty.
300
4 Form W-9 (Rev. 10-2018) Page 3
Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment.

Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties.

Specific Instructions
Line 1
You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax return.

If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9.
a. Individual. Generally, enter the name shown on your tax return. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name.

Note: ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1a. This should also be the same as the name you entered on the Form 1040/1040A/1040EZ you filed with your application.
b. Sole proprietor or single-member LLC. Enter your individual name as shown on your 1040/1040A/1040EZ on line 1. You may enter your business, trade, or “doing business as” (DBA) name on line 2. c. Partnership, LLC that is not a single-member LLC, C
corporation, or S corporation. Enter the entity's name as shown on the entity's tax return on line 1 and any business, trade, or DBA name on line 2.
d. Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. You may enter any business, trade, or DBA name on line 2.
e. Disregarded entity. For U.S. federal tax purposes, an entity that is disregarded as an entity separate from its owner is treated as a “disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter the owner's name on line 1. The name of the entity entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner's name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on line 2, “Business name/disregarded entity name.” If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9.

This is the case even if the foreign person has a U.S. TIN.

Line 2
If you have a business name, trade name, DBA name, or disregarded entity name, you may enter it on line 2.

Line 3
Check the appropriate box on line 3 for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3.

IF the entity/person on line 1 is
a(n) . . .

THEN check the box for . . .
• Corporation Corporation
• Individual
• Sole proprietorship, or
• Single-member limited liability
company (LLC) owned by an
individual and disregarded for U.S.
federal tax purposes.

Individual/sole proprietor or singlemember LLC
• LLC treated as a partnership for
U.S. federal tax purposes,
• LLC that has filed Form 8832 or
2553 to be taxed as a corporation,
or
• LLC that is disregarded as an
entity separate from its owner but
the owner is another LLC that is
not disregarded for U.S. federal tax
purposes.

Limited liability company and enter
the appropriate tax classification.
(P= Partnership; C= C corporation;
or S= S corporation)
• Partnership Partnership
• Trust/estate Trust/estate
Line 4, Exemptions
If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you.

Exempt payee code.
• Generally, individuals (including sole proprietors) are not exempt from backup withholding.
• Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC.

The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space in line 4. 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2)
2—The United States or any of its agencies or instrumentalities 3—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities
5—A corporation
6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or possession
7—A futures commission merchant registered with the Commodity Futures Trading Commission
8—A real estate investment trust
9—An entity registered at all times during the tax year under the Investment Company Act of 1940
10—A common trust fund operated by a bank under section 584(a) 11—A financial institution
12—A middleman known in the investment community as a nominee or custodian
13—A trust exempt from tax under section 664 or described in section 4947
301
5 Form W-9 (Rev. 10-2018) Page 4
The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13.

IF the payment is for . . . THEN the payment is exempt
for . . .

Interest and dividend payments All exempt payees except for 7
Broker transactions Exempt payees 1 through 4 and 6
through 11 and all C corporations.

S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012.

Barter exchange transactions and
patronage dividends
Exempt payees 1 through 4
Payments over $600 required to be
reported and direct sales over
$5,0001
Generally, exempt payees
1 through 52
Payments made in settlement of
payment card or third party network
transactions
Exempt payees 1 through 4
1 See Form 1099-MISC, Miscellaneous Income, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency.

Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) written or printed on the line for a FATCA exemption code.

A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37) B—The United States or any of its agencies or instrumentalities C—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i)
E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i) F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state
G—A real estate investment trust
H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940
I—A common trust fund as defined in section 584(a)
J—A bank as defined in section 581
K—A broker
L—A trust exempt from tax under section 664 or described in section 4947(a)(1)
M—A tax exempt trust under a section 403(b) plan or section 457(g) plan
Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed.

Line 5
Enter your address (number, street, and apartment or suite number).

This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, write NEW at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records.

Line 6
Enter your city, state, and ZIP code.

Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification number (ITIN). Enter it in the social security number box. If you do not have an ITIN, see How to get a TIN below.

If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN.

If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN. If the LLC is classified as a corporation or partnership, enter the entity’s EIN.

Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations.

How to get a TIN. If you do not have a TIN, apply for one immediately.

To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 1-800-772-1213.

Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/Businesses and clicking on Employer Identification Number (EIN) under Starting a Business. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or SS-4 mailed to you within 10 business days.

If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and write “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, generally you will have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments.

You will be subject to backup withholding on all such payments until you provide your TIN to the requester.

Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon.

Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8.

Part II. Certification
To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise.

For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier.

Signature requirements. Complete the certification as indicated in items 1 through 5 below.
302
6 Form W-9 (Rev. 10-2018) Page 5

1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983.

You must give your correct TIN, but you do not have to sign the certification.

2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form.

3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification.

4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations).

5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or
distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification.

What Name and Number To Give the Requester
For this type of account: Give name and SSN of:

1. Individual The individual

2. Two or more individuals (joint
account) other than an account
maintained by an FFI
The actual owner of the account or, if
combined funds, the first individual on
the account1

3. Two or more U.S. persons
(joint account maintained by an FFI)
Each holder of the account

4. Custodial account of a minor
(Uniform Gift to Minors Act)
The minor2

5. a. The usual revocable savings trust
(grantor is also trustee)
b. So-called trust account that is not
a legal or valid trust under state law
The grantor-trustee1
The actual owner1

6. Sole proprietorship or disregarded
entity owned by an individual
The owner3

7. Grantor trust filing under Optional
Form 1099 Filing Method 1 (see
Regulations section 1.671-4(b)(2)(i)
(A))
The grantor*
For this type of account: Give name and EIN of:

8. Disregarded entity not owned by an
individual
The owner

9. A valid trust, estate, or pension trust Legal entity4

10. Corporation or LLC electing
corporate status on Form 8832 or
Form 2553
The corporation

11. Association, club, religious,
charitable, educational, or other taxexempt organization The organization

12. Partnership or multi-member LLC The partnership

13. A broker or registered nominee The broker or nominee For this type of account: Give name and EIN of:

14. Account with the Department of
Agriculture in the name of a public
entity (such as a state or local
government, school district, or
prison) that receives agricultural
program payments
The public entity

15. Grantor trust filing under the Form
1041 Filing Method or the Optional
Form 1099 Filing Method 2 (see
Regulations section 1.671-4(b)(2)(i)(B))
The trust
1 List first and circle the name of the person whose number you furnish.

If only one person on a joint account has an SSN, that person’s number must be furnished.
2 Circle the minor’s name and furnish the minor’s SSN.
3 You must show your individual name and you may also enter your business or DBA name on the “Business name/disregarded entity” name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN.
4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules for partnerships, earlier.
*Note: The grantor also must provide a Form W-9 to trustee of trust.

Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.

Secure Your Tax Records From Identity Theft
Identity theft occurs when someone uses your personal information such as your name, SSN, or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund.

To reduce your risk:
• Protect your SSN,
• Ensure your employer is protecting your SSN, and
• Be careful when choosing a tax preparer.

If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter.

If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit Form 14039.

For more information, see Pub. 5027, Identity Theft Information for Taxpayers.

Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD 1-800-829-4059.

Protect yourself from suspicious emails or phishing schemes.

Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft. 303
7 Form W-9 (Rev. 10-2018) Page 6
The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts.

If you receive an unsolicited email claiming to be from the IRS, forward this message to [email protected]. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484. You can forward suspicious emails to the Federal Trade Commission at [email protected] or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338).

If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027.

Visit www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk.

Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information.

Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer.

Certain penalties may also apply for providing false or fraudulent information.
8 304
City of Banning
99 East Ramsey Street, PO Box 998, Banning, CA 92220
Attn: Business Taxes Phone: (951) 922-3126 Fax: (951) 922-3165

BUSINESS TAX CERTIFICATE APPLICATION
Please Check One
New Application
Change of Owner
Change of Address
Change of Business Name
Home Occupation

PLEASE TYPE OR PRINT CLEARLY
Business Name ________________________________________________ Business Location ______________________________________________ (Not P.O. Box) ______________________________________________ Bus. Phone ______________________ Bus. Fax ____________________ Mailing Address ________________________________________________ (If Different) ________________________________________________ Email Address _________________________________________________ Ownership Corporation Limited Liability Corp. Partnership Sole Proprietor Trust (A Federal ID Number Is Required For All Business Types except Sole Proprietor) Banning Start Date Description of Business / Contractor Job Business Type Retail / Wholesale Service Manufacturing Professional Contractor State Lic. No. ______________ License Type ________________ Expiration date ______________ Resale No. ________________ Federal ID No. _______________ State ID No. ________________

OFFICIAL USE ONLY
Account No. ______________________
Expiration Date ____________________
License Tax $ _____________________
Penalty __________________________
Total Fee $ _______________________
Date Paid _______________ Cash
Check No. ______________ By ______
Reviewed and Approved by
Bus. Lic. Dept. ___________/________
Planning Dept. ___________/________
Bldg. & Safety Dept. _______/________
Fire Dept. _______________/________
Public Works _____________/________
Home Occup. Permit Required- YES NO
BELOW ENTER THE NAMES OF OWNERS, PARTNERS, OR CORPORATE OFFICERS – use additional sheets if necessary Owner Name __________________________________________ Title ____________ Phone ( ) ___________ Home Address _________________________________________________________ Cell No. ( ) ___________ (Street Number, Street Name, City, State, Zip)
Driver’s Lic. No. _____________________ Social Security No. ___________________ Owner Name __________________________________________ Title ____________ Phone ( ) ___________ Home Address _________________________________________________________ Cell No. ( ) ___________ (Street Number, Street Name, City, State, Zip)
Driver’s Lic. No. _____________________ Social Security No. ___________________ In Case of Emergency, Please Contact (Required for In-Town Location) Name ______________________________________________ Title ____________ Phone ( ) ___________ Home Address _________________________________________________________ Cell No. ( ) ___________ (Street Number, Street Name, City, State, Zip)
PLEASE COMPLETE THE FOLLOWING:

No. of
Employees
No. of
Professionals
No. of
Non Professionals
No. of
Rental Units
No. of Coin
Operated Machines

PLEASE CALCULATE AMOUNT DUE BY ENTERING INFORMATION
IN BOXES BELOW AND SIGN.

Business Tax -
Fire Inspection -
Building Inspection -
Home Occupation Fee -
Other Fee -
State CASp Fee -

TOTAL FEES -
I understand that the acceptance of this application does not give me the right to occupy any building until I receive a Certificate of Occupancy. I declare under penalty of perjury, that I am authorized to complete this application and, that to the best of my knowledge, the Information provided herein is true and correct.

Date: ______________ Title: _____________________
Signature: ____________________________________
**Any Business License Applications/Renewals Submitted Without a Signature, Will Not Be Processed**
NOTE: Sales or use tax may
apply to your business
activities. You may seek
written advice regarding the
application of tax to your
particular business by writing
to the nearest Board of
Equalization office. For
general information, please
call the Board of equalization
at 1-800-400-7115
NOTICE: Under Federal and State law, compliance with disability access laws is a serious and significant responsibility that applies to all California building owners and tenants with buildings open to the public. You may obtain information about your legal obligations and how to comply with disability access laws at the following agencies:

The Division of the State Architect at www.dgs.ca.gov/dsa/Home.aspx The Department of Rehabilitation at www.rehab.cahwnet.gov The California Commission on Disability Access at www.ccda.ca.gov $
$
$
$
$ 4.00
$
$
CONTRACTORS- Please provide
ONLY the number of employees
working on the project here in the
City of Banning.
305
City of Banning

BUSINESS TAX SUMMARY
Every Person Who Engages in Business in the City Shall Pay a Business Tax Based Upon Number of Employees Unless Specifically Assigned A Different Tax.

General Service Businesses
Use Number of Employees Tax Calculation Below
0-5 Persons $50.00
6-10 Persons $110.00
11-15 Persons $165.00
16-20 Persons $220.00
21-25 Persons $275.00
26 + Persons $330.00
Professional Services
$80.00 for each professional per year PLUS
$5.00 for each non-professional employee per year
Accountants, CPA OR PA Morticians
Appraisers Oculists
Architects (including landscape) Optometrists (non-dispensing) --Osteopaths
Assayers Physicians Chemists
Attorneys Physiologists
Chiropodists Physiotherapists
Chiropractors Psychologists
Consultants Veterinarians
Dentists Brokers and Agents
Engineers (all types) Laboratory Workers
Geologists
Retail and Wholesale and Other Businesses
Adjustor or Claims Agencies News Agencies
Advertising Agencies Newspaper Dealers
Aircraft Services Odor Control Services
Alarm Services Pest Control Services
Armored Car Services Photographers
Animals, Board and Care Piano Tuning Services
Barber Shops Printers
Beauty Shops Professional Schools (all types)
Business Services Publications and Periodicals
Check-Cashing Services Public Utilities
Data Processing Services Radio, Television, and other
Detective Agency Communication Services
Ditching and Backhoe Services Repair & Maintenance Services Drafting Services (All Types)
Employment Services Sign Printers
Equipment Rental (all types) Swimming Pools and Clubs
Escrow or Title Companies Tailors or Dressmakers
Finance, Savings & Loans Tax Services
Fire Extinguisher Services Ticket Agencies
Guard and Patrol Services Trash Collection Services
Health Salons Travel Agencies
Herbalists Tree, Lawn & Weed Control
Interior Decorators Vehicle Rental or Leasing
Janitor Service agencies
Laundry and cleaning services Warehouse Storage Services Locksmiths Water Softener Services
Messenger Services Real Estate Offices
Miscellaneous as determined
Miscellaneous Businesses
Advertising-Outdoor $125.00 per year for 1-8 billboards/displays $15.00 per year ea. Additional billboard/display
Ambulance Service $55.00 per year- First Ambulance
$12.00 per year- Each Additional Ambulance
Automobile, RV, Trailer and $25.00 per year for 1-10 Units Boat Storage Units $2.00 per year ea. additional unit over 10 Day Nurseries/Nursery $15.00 per year for 1-6 children
Schools $2.00 per year each additional child over 6
Delivery Vehicles $55.00 per year
Dog kennels $20.00 per year each 15 animals
Pawnbrokers $110.00 per year
Shoeshine Stand $15.00 per year
Christmas Tree Lot $15.00 per season
Swap Meet-each location $250.00 per year
See Section 5 of the City of Banning Code Book for additional Business Categories.

These types of businesses require Council Approval
Auto Wrecking/Junk Dealers $110.00 per year
Massage Parlor-Baths $220.00 per year
Taxicabs/Limousines $30.00 per year / per unit
Name and/or Location Change
$ 5.00 Flat Fee
Recreation and Entertainment Services
Amusement Centers $40.00 PLUS First six devices,
Includes any flying horses, rides, lanes, etc.
merry-go-rounds, ferris wheels $ 7.00 for each additional device, or other riding devices, giant ride lane, etc.
slides, shooting galleries, etc.

Amusement Centers, Temporary $40.00 PLUS First six devices, No fixed place of business rides, lanes, etc.
includes kiddie rides in shopping $3.00 for each additional ride, centers, pony rides, etc. lane, etc.

Dance, Public $12.00 per day
(Nightclubs, etc.) $85.00 per year
Dancing Club $85.00 per year
(where admission is charged,
dues paid or donations accepted)
Astrology, Palmistry, etc. $110.00 per year
Theaters and Shows $110.00 First 500 seats per year
$12.00 ea. additional 100
seats/year
Golf Course - 18 hole $110.00 per year
Golf- Driving Range, Miniature $85.00 per year or Pitch and Putt Opening New Businesses
Industrial Waste Inspection Fee $175.00
Fire Inspection Fee $182.00 per unit / per hour
Building and Safety Inspection Fee $110.00 per unit per / hour Sign Permit $537.00
Home Occupation $307.50 plus applicable business
license Fee
Coin Operated Machines
1 – 5 Machines $20.00 per year
Each additional machine $5.00
Contractors
For each first member or employee $80.00
For each employee in excess of one (1) $5.00
Must submit proof of State Contractors License and Worker’s Compensation with the application.

Rentals- Not to exceed $330.00 per year
Hotels, Motels, Rooming houses, $12.00 per unit / per year Duplexes and Multiple-dwellings
Commercial and Business Rentals $20.00 per unit / per year Single Family Residences (3 to 5) $20.00 per unit / per year 6 to 10 residences $30.00 per unit / per year
over 10 residences $40.00 per unit / per year
Mobile Home Parks $1.25 per space / per year
RV Campground $1.25 per space / per year
Mini-warehouse (Storage) $1.00 per each unit / per year 306
Summary of Vendor Insurance Requirements
1) Limits of insurance*:
(a) General Liability insurance with limits of not less than $1,000,000 for bodily injury and property damage; $1,000,000 for personal and advertising injury; $2,000,000 products and completed operations aggregate and $2,000,000 general aggregate.
(b) Auto Liability insurance endorsed for “any auto” with limits of liability of not less than $1,000,000 per accident for bodily injury and property damage. (c) Professional Liability (Errors and Omissions) insurance appropriate to Consultant’s profession, with limits of liability of not less than $1,000,000 per claim/occurrence and $2,000,000 policy aggregate (only required if contract involves the rendering of a professional service).
(d) Workers' Compensation insurance as required under the California Labor Code. (e) Employer's Liability insurance with limits of liability of not less than $1,000,000, each accident; $1,000,000 disease each employee; and $1,000,000 disease policy limit. (f) California Insurance Commissioner to do business in the State of California and rated not less than “A- VII” in Best's Insurance Rating Guide.
*Limits can be adjusted based on the City of Banning judgement based on services provided.

Certificate holder should appear asfollows:

City of Banning
Attn: Purchasing Division
99 E. Ramsey Street
Banning, CA 92220-4837
2) The certificate of insurance should read "The City of Banning, its officers, officials, employees and agents are additional insured as respects to General Liability and Auto Liability insurance. This insurance is primary, and our obligations are not affected by any other insurance carried by such additional insured whether primary, excess, contingent, or on any other basis. Waiver of subrogation for Workers’ Compensation insurance as respects to the City of Banning, its officers, officials, employees and agents.”
3) Additional insured endorsement, with primary and non-contributory language or a primary insurance endorsement, for General Liability insurance (including ongoing operations and completed operations). The additional insured should read, "The City of Banning, its officers, officials, employees, agents and volunteers". Examples of primary insurance language are "Such insurance as is afforded by the policy is primary and any other insurance shall be excess and not contribute to the insurance afforded by this endorsement" or "This insurance is primary, and our obligations are not affected by any other insurance carried by such additional insured whether primary, excess, contingent, or on any other basis". The endorsement number needs to be included in the accord description of certificate of insurance. 4) Additional insured endorsement for Auto Liability insurance. The additional insured should read, "The City of Banning, its officers, officials, employees and agents.” The endorsement number needs to be included in the accord description of certificate of insurance. 5) Waiver of subrogation endorsement for Workers’ Compensation insurance should read, “the City of Banning, its officers, officials, employees and agents.” The endorsement number needs to be included in the accord description of certificate of insurance. 6) The “Retro Date” must be shown for the Professional Liability insurance. (only required if contract involves the rendering of a professional service). 7) A copy of the Declarations & Policy Endorsements page for the General Liability policy.

Should you have any questions with respect to the foregoing, please do not hesitate in contacting the Purchasing Division at (951) 922-3129. Thank you.
11 307
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Daniel Bartelson, MPA, MBA, President
Evan Brooks Associates, Inc.

April 30, 2026
308
Grant Writing &
Grant Management Services

PRICE PROPOSAL

PREPARED FOR
City of Banning, California
April 30, 2026
RFP 26-127
Deadline: April 30, 2026, 4:00 PM
Contact: Ellen Clifford, Purchasing Manager
STRATEGIC FUNDING.

CO M M U N I TY I M PA C T.

M E A S U R A B L E R E S U LTS .

Helping public agencies
build stronger communities.
309
PROPOSAL RFP 26-127: ON-CALL GRANT WRITING AND GRANT MANAGEMENT SERVICES EVAN BROOKS ASSOCIATES, INC.

Fee Schedule & Value
V.C PRICE PROPOSAL
Hourly Rate Schedule. All hourly rates are fully burdened and include overhead, fringe benefits, payroll additives, general and administrative expenses, insurance, and all business-related costs. No additional markup or hidden fees will be applied.

Mileage is billed at the current IRS published rate. EBA rarely uses subconsultants for grant writing services, ensuring cost efficiency and direct accountability. When specialized technical input is required (e.g., benefit-cost analysis, environmental analysis), subconsultant costs are quoted separately and approved by the City before engagement.

If EBA is charging travel costs, EBA’s charges invoiced to the City for travel, lodging, and subsistence shall not exceed the current IRS rates.

Estimated Annual Costs by Task. Work under this contract will be assigned on a task-order basis. The estimates below represent annual ranges based on a typical on-call engagement with a city of Banning’s size and project pipeline. EBA will provide a detailed, line-item cost estimate for each individual grant application, targeted research activity, and administration engagement before beginning work, and will only proceed after the City’s explicit written approval.

PERSONNEL CLASSIFICATION H O U R LY
RATE
Founder/Owner $298
President / Project Manager $275
Grants Manager / Senior Associate $238
Grant Writer / Associate $178
Research / Funds Analyst $143
GIS Mapping / Graphics $130
Administrative Support $113
TASK E ST. A N N UA L R A N G E E X A M P L E

MONTHLY
Task 1: Needs Assessment & Strategy $6,000 – $12,000 $583 Task 2: Grant Monitoring & Research $4,500 – $10,000 $500 Task 3: Grant Writing & App Develop. $9,000 – $70,000+ $3,666 Task 4: Grant Admin & Compliance $8,000 – $25,000/yr
per grant
$1,250
Task 5: Ongoing Communication Included in Tasks 1–2 $0
Example Total ~$71,988 $5,999

H O U R L Y R A T E S C H E D U L E ESTIMATED ANNUAL COSTS BY TASK Illustrative only. Actual costs depend on number and types of grants pursued & managed. All work subject to City authorization.

WHAT WE SUGGEST FOR COST CONTROL

BASELINE INVESTMENT
Tasks 1–2 is a baseline of ~$750–
$1,350/mo; most work occurs in
months 1 & 2, with hours shifted as
needed. You get a dedicated research
team, funding forecast, & go/no-go
recommendations. Grant Alerts and
Look-Aheads are FREE.

PER-GRANT AUTHORIZATION
Task 3 is quoted and authorized on
a per-grant basis. The City sees the
estimated cost, the scope of work,
and EBA’s feasibility assessment
before committing a dollar.

POST-AWARD ONLY
Task 4 is activated only when a grant
is awarded and if/when the City
requests compliance support.

We recommend a low monthly baseline for grant strategy, per-grant approval for applications, and post-award support only when funding is secured.
310
Proposal for Grant Writing & Grant Management Services | City of Banning Page 0 Proposal for
Grant Writing & Grant Management Services
RFP-26-127
April 30, 2026 311
Proposal for Grant Writing & Grant Management Services | City of Banning Page 1

TABLE OF CONTENTS
Table of Contents.......................................................................................................................................1 Cover Letter................................................................................................................................2 Statement of Understanding & Approach ...................................................................................3 Company Information................................................................................................................10 Company Personnel .................................................................................................................13 Disclosure.................................................................................................................................24 Experience & References .........................................................................................................25 Price Proposal..................................................................Submitted in a Separate Electronic File 312
Proposal for Grant Writing & Grant Management Services | City of Banning Page 2

COVER LETTER
April 30, 2026
Ellen Clifford, Purchasing Manager
City of Banning
99 E. Ramsey Street
Banning, CA 92220
Dear Ms. Clifford:

Thank you for the opportunity for Townsend Public Affairs, Inc. (“TPA”) to submit our proposal for Grant Writing & Grant Management Services to the City of Banning (“City”).

Contact During Period of Proposal Evaluation:

Name: Olivia Raymond
Title: Senior Business Development Associate
Telephone Number: (949) 399-9050
Email Address: [email protected]
Since our inception in 1998, TPA has earned the reputation as a Champion for Better Communities by providing the experience, resources, and relationships expected from a premier legislative advocacy and grant writing firm while also giving clients the unique brand of customer service they deserve: personal attention, maximum accessibility, and passion for their mission.

Our strategic approach to advocacy and funding is tailored to meet each client's individual needs.

We leverage the breadth and depth of our team and our vast network of relationships with key stakeholders and decision makers.

Over the years, TPA has been proud to secure more than $3.3 billion in competitive grants and appropriations and to provide strategic guidance that helps our clients achieve a positive return on investment. But beyond the numbers, what sets us apart is our dedication to helping communities like Banning turn bold ideas into reality, whether securing new funding, shaping statewide policy, or protecting vital resources that your residents rely on.

Thank you again for your interest in our firm and your consideration of this proposal. TPA confirms that all elements of the RFP have been reviewed and understood and acknowledges the firm’s willingness to enter into a contract under the terms and conditions prescribed by this RFP and in the Sample Agreement. Please contact us if you have any questions or need additional information. We would be honored to serve the City of Banning.

Yours truly,
Christopher Townsend (Authorized to Bind the Firm)
President
313
Proposal for Grant Writing & Grant Management Services | City of Banning Page 3

STATEMENT OF UNDERSTANDING & APPROACH

IMPLEMENTATION PLAN
TPA’s implementation plan for this grant writing engagement will ensure that the City receives the highest level of customer service while simultaneously securing impactful funding for its community projects. TPA will use the following methods to manage grant writing services on behalf of the City:

Internal Views and Feedback
• TPA will remain flexible to the City’s needs and capacity while pursuing a grant opportunity.
• TPA will provide comprehensive feedback from introductory grant application sessions and will only require high-level edits of final grant narratives and application packages. • TPA will utilize the City’s preferred methods of coordination and communications (CloudBased, Email, Microsoft Teams, Zoom, Etc.) during the pursuit of funding. • TPA will provide regular updates on all applications in progress. • TPA will ensure all internal review protocols are followed as required by the City’s method of procedures.

External Views and Feedback
• TPA will identify required community outreach protocols in advance of grant deadlines to allow for updates as needed.
• TPA will provide templates and guidance on letters of support, as well as obtain letters of support on behalf of the City as necessary.
• TPA will leverage firmwide knowledge, as well as access to regional, local, and state planning documents and data to provide customized justification and community-basis for project need and support during the grant narrative process. • TPA will assist the City with community outreach required for grant applications by ensuring the City is aware of specific requirements, helping develop materials that capture all elements required by the grant, and compiling the outreach data for inclusion in the application.

Project Management Strategies
• TPA will craft a strategic funding plan to maximize the City’s funding success and leverage funding program guidelines to transform the City’s legacy projects into reality. • TPA will constantly identify and monitor ongoing and upcoming funding opportunities so that the City is best positioned to pursue all relevant programs. • TPA will develop all grant application elements on behalf of the City, including establishing clear accountabilities, providing an overview of application requirements, assembling project background and details, incorporating feedback to finalize the application, and submitting the application.
• TPA will engage in post-submittal advocacy to convey the need and urgency of the City’s projects.
• TPA will provide comprehensive follow-up on unsuccessful projects in order to improve future applications and prepare for future rounds of funding. • TPA will provide progress reports on all activities completed on behalf of the City, including grant submissions, advocacy efforts, and follow-up discussions. 314
Proposal for Grant Writing & Grant Management Services | City of Banning Page 4

UNDERSTANDING & APPROACH

EFFORTS TO ACHIEVE CLIENT SATISFACTION
TPA is proud of our reputation as a Champion for Better Communities. As a part of this commitment, TPA ensures that the City will receive the highest quality of customer service while maximizing grant funding success. The City will have a dedicated project manager, as well as the full commitment of TPA’s 18 additional grant writers and legislative advocates, at its disposal.

Additionally, TPA will utilize the City’s preferred communication methods (phone call, email, text message, etc.) to ensure the City remains apprised of ongoing and future legislation, regulatory measures, funding opportunities, and other activities that have the potential to impact the City and its operations. These strategies, combined with TPA’s policy expertise and longstanding history working with municipalities, guarantee that the City is best positioned to secure funding for its legacy projects.

METHODOLOGY/APPROACH TO IDENTIFY THE FUNDING NEEDS OF THE CITY TPA proposes an all-inclusive monthly retainer option over hourly or per-grant fee options in order to maximize the pursuit of funding opportunities and success for the City. TPA will utilize the following approach to identify the funding needs of the City:
• Conduct Detailed Orientation: TPA utilizes a comprehensive onboarding process that includes extensive meetings with various relevant members of City leadership and key City departments to help develop a strategic plan that is carefully tailored to satisfy the needs of the City and is designed for maximum success in the current political climate and funding environment.
• Funding Needs Assessment: Utilizing the information gathered during the onboarding process, TPA will coordinate with the City to conduct a funding needs assessment and develop a proactive and comprehensive strategic funding plan that best serves the needs of the City’s priorities. The plan will do more than simply identify City projects; it will outline and prioritize multiple funding options for each project and develop a specific plan of work tailored for each project. It will also identify key “strings attached” to help assess the cost/benefit ratio for each grant opportunity.

METHODOLOGY/APPROACH TO IDENTIFYING AND SECURING GRANTS/FUNDING TPA will utilize the following to identify and secure grant funding on behalf of the City:
• Identify, Research, and Monitor Grant Funding Opportunities: TPA will utilize list-serve subscription programs, funding workshops, agency canvassing, and other networking tactics to ensure every potential opportunity is identified and reviewed for relevance with the City’s projects and identified needs, including but not limited to the City’s funding needs in the areas of municipal facilities, community and economic development, affordable housing, workforce development, criminal justice technology, infrastructure, tourism and parks and recreation, transportation, GIS, and planning. TPA will then share these opportunities with the City for further assessment and determination if a grant application is warranted. The City will also receive a grant matrix of funding programs that is updated regularly as opportunities arise. 315
Proposal for Grant Writing & Grant Management Services | City of Banning Page 5

UNDERSTANDING & APPROACH
• Community Outreach: TPA will assist the City with community outreach required for grant applications by ensuring the City is aware of specific requirements, helping develop materials that capture all elements required by the grant, and compiling the outreach data for inclusion in the application.
• Grant Application Development and Submittal: TPA will develop, draft, submit, and follow up on each City grant application through the following process:
o Establishment of Clear Accountabilities: TPA will coordinate with the City to ensure the assignment of responsibilities and tasks are made clear so that confusion and inefficiency are avoided, and the City is burdened as little as possible while TPA pursues a grant opportunity.
o Provide Overview of Full Application Requirements: For each grant application, TPA will provide the City with a detailed overview of the requirements for the grant program and corresponding application to ensure that the program is a strong fit for the City’s project. This will include:
 Application timeline
 Eligible project types
 Funding availability and award maximums and minimums
 List of application components, including proposal questions and any required attachments
o Assemble Project Background and Details: TPA will conduct a detailed informational interview with City staff most involved with each project in order to gain a full understanding of the project background and scope details necessary for developing the grant proposal and addressing all application questions. o Coordinate Technical Project Details: For technical application components such as site plans, detailed cost estimates, project timelines, engineering plans, and costbenefit analyses, TPA will coordinate with City staff to compile all necessary attachments and ensure consistency across all elements of the application. o Draft Written Proposal: TPA will fully draft all narrative components of the application and, when applicable, will indicate where additional input or project detail from the City could be provided during the proposal review process.
o Incorporate Feedback to Finalize Proposal: Well ahead of the application deadline, TPA will provide the City with a full draft for review and feedback. TPA will incorporate any additional details or revisions provided during this process to finalize the grant application and will obtain City approval for the final version of the application prior to submission.
o Submit Completed Application: TPA will ensure that applications are submitted prior to the deadline, whether the submission is electronic or through hard copies, in accordance with submission instructions for each individual program. For hard copy submissions, TPA will print and package applications according to submission instructions and will ship applications through a reliable carrier service such as FedEx in order to provide the City with tracking and delivery confirmation for the application.

TPA will also obtain a receipt for proof of submission and provide the City with a final copy of all submitted application documents.
316
Proposal for Grant Writing & Grant Management Services | City of Banning Page 6

UNDERSTANDING & APPROACH
o Funding Advocacy: Throughout the grant application process TPA will leverage relationships with relevant officials and program officers in various state and federal funding agencies to ensure that City grant applications are aligned with the goals of the specific grant program and that the applications are well-crafted and wellpositioned for funding. o State Budget Funding Opportunities: In an effort to maximize state funding, TPA will work with the City to identify projects and other funding priorities that may be suitable for funding through the State Budget. TPA will coordinate with the City to develop supporting materials for the budget request, as well as to submit the request.

TPA will also work with members of the City’s state legislative delegation, along with the Assembly and Senate Budget Committees, to gain support for the inclusion of the City’s project in the final State Budget approved by the Legislature. o Federal Earmark Opportunities: In an effort to maximize federal funding, TPA will work with the City to identify projects and other funding priorities that may be suitable for funding through the Federal Earmark process. TPA will coordinate with the City to develop supporting materials for the earmark request, as well as to submit the request.

TPA will also work with members of the City’s federal legislative delegation to gain support for the inclusion of the City’s project.
• Post-Grant Submittal Advocacy: TPA will frequently contact legislators and agency officials to follow up on the status of a grant application and promote its need and urgency. This will include drafting letters of support after grant submissions and distributing them to legislators for their consideration. In addition, TPA will work with legislators to reach out to individual granting agencies to provide background on the City’s projects and convey their support for those projects.
• Post-Award Grant Administration and Compliance: TPA will also assist, as needed, with post-award administration and compliance for all grant applications submitted by TPA on behalf of the City. This assistance will include interacting with granting agencies on behalf of the City, providing support for the drafting and submission of required reports and evaluations, and other tasks related to the successful monitoring of and compliance with the program requirements.
• Post-Award Services—Above and Beyond Advocacy: TPA has a track record of success with post-award grant administration and retention. TPA has worked on behalf of clients who, due to unforeseen circumstances, need to request an extension of the grant performance period to accomplish project deliverables. TPA is prepared to engage in the legislative process and work with legislators to get bills passed that would allow for the City to retain its grant funding after the performance period would have otherwise ended. Additionally, TPA is prepared to work directly with the City and agencies to secure scope of work changes to already awarded projects to ensure the City will not have to return any hard-won grant funding. • Comprehensive Follow-Up on Unsuccessful Applications: Despite all best efforts, some grant applications are not selected for funding. In those instances where grant applications are unsuccessful, TPA will work with the relevant state and federal funding agencies to set up in-person or telephone debriefing sessions to discuss the grant applications and how to best revise the grant applications for the next funding round to ensure success. 317
Proposal for Grant Writing & Grant Management Services | City of Banning Page 7

UNDERSTANDING & APPROACH
• Provide Monthly Progress Reports: TPA will confer regularly with the City on our activities.

TPA will provide timely electronic monthly reports on the status of all funding activities, such as current funding opportunities, current applications, submitted applications, and post-grant submittal advocacy. In addition to written reports, TPA will be available to the City for conference calls, in-person briefings, and meetings.

INVOLVEMENT OF CITY STAFF/RESOURCES
TPA grant experts diligently work to compile project details, implement quality control measures, and serve as an extension of City staff to seamlessly submit applications and report on all grant activity relevant to client interests. These efforts have resulted in over $3.3 billion in successful funding achievements on behalf of the firm’s clients. TPA will rely on City staff to provide technical project information, budget details, and project timeline information as appropriate, however, TPA will work diligently to reduce the burden on City staff and develop compelling applications that best reflect the City’s priorities.

PROJECT SCHEDULE
TPA will utilize the following project schedule for this engagement:

TASK TIMELINE
Conduct Detailed Orientation Contract Start
Craft Strategic Funding Plan Contract Start/Annually
Identify, Research, and Monitor Grant Funding Opportunities Ongoing Grant Application Development and Submittal Ongoing/As Needed Establishment of Clear Accountabilities Ongoing/As Needed Provide Overview of Full Applications Requirements Ongoing/As Needed Assemble Project Background and Details Ongoing/As Needed Coordinate Technical Project Details Ongoing/As Needed
Draft Written Proposal Ongoing/As Needed
Incorporate Feedback to Finalize Proposal Ongoing/As Needed Submit Completed Application Ongoing/As Needed
Funding Advocacy As Needed
State Budget Funding Opportunities Annually
Federal Earmark Opportunities Annually
Post-Grant Submittal Advocacy As Needed
Post-Award Grant Administration and Compliance As Needed Post-Award Services—Above and Beyond Advocacy As Needed Comprehensive Follow-Up on Unsuccessful Applications As Needed Provide Progress Reports Monthly/As Requested
318
Proposal for Grant Writing & Grant Management Services | City of Banning Page 8

UNDERSTANDING & APPROACH
The information below provides more in-depth details on TPA’s anticipated schedule and specific task timelines for the grant application process:
• TPA identifies grant opportunities based on priority projects provided by the City during onboarding sessions. TPA will provide monthly, or otherwise regular updates to staff on upcoming and ongoing grant applications that have the potential to align with City projects. (Ongoing throughout the term of the contract)
• Once a grant application is identified, TPA will meet with the project staff to gather the initial project details and begin an application. As soon as an application is identified as a “go,” TPA will provide a comprehensive grant checklist detailing what is required for the application and any additional forms, logins, or completion items required from City staff. (Typically, a 4-8 week process, flexible given deadline restrictions or staff capacity) • TPA will provide a comprehensive grant application draft well in advance of the grant submission deadline, with final edits and approval required from City staff. (2-4 weeks in advance of grant deadline)
• Once final approval is obtained from City staff, TPA will submit and upload all grant applications well in advance of the application deadline. (Within 1 week of application deadline)
• TPA will conduct comprehensive grant follow-up between application submittal and grant award announcement and will provide status updates to City staff. (Typically, a 3-8 month review period, flexible to each individual grant program) • If a grant application is successful, TPA will ensure City staff is connected with the agency for follow-up grant award procedures. If unsuccessful, TPA will conduct comprehensive debrief sessions to best position the City for application resubmittal in future funding cycles. (Ongoing comprehensive follow-up and post-grant award announcement) • The monthly fee structure utilized by TPA ensures that the City and firm can work collaboratively to adapt to any fluctuation in the anticipated schedule for this engagement. By offering an all-inclusive monthly retainer, TPA can ensure program monitoring, application research and preparation, funding advocacy, and comprehensive follow-up are thorough and ongoing. This structure also allows the firm to continuously leverage a broad network of state, federal, and agency relationships and engage in ongoing advocacy for the City’s legacy projects.

TASKS REQUIRED FROM CITY STAFF
While TPA is committed to minimizing demands on City staff, limited coordination and input will be necessary to develop competitive grant applications. At the outset of each application, City staff will be asked to provide initial project descriptions, background information, and any readily available supporting data needed to inform draft materials.

TPA will identify and communicate all required City-provided materials early in the process through a comprehensive checklist, which may include financial documentation, signed forms, resolutions, or other jurisdiction-specific items. Our team will take the lead in drafting all narrative components, including project justifications and scope details, based on the information provided. 319
Proposal for Grant Writing & Grant Management Services | City of Banning Page 9

UNDERSTANDING & APPROACH
As needed, City staff may be asked to supply supplemental details such as cost estimates, matching fund availability, and project timelines. TPA will incorporate this information efficiently and work proactively to reduce follow-up requests.

Prior to submission, City staff will be responsible for reviewing final application materials and authorizing submittal. TPA will ensure that all review requests are provided well in advance of deadlines and are streamlined to require minimal staff time.

INNOVATIVE/CREATIVE APPROACH TO PROVIDING SERVICES
TPA provides a comprehensive, strategy-driven approach to grant development that goes beyond traditional grant writing. Our services are designed to maximize competitiveness, align projects with funding priorities, and position the City of Banning for long-term funding success.

TPA offers the following value-added services:
• Strategic Project Positioning: We align City priorities with state and federal funding programs, ensuring each project is tailored to program guidelines, evaluation criteria, and broader policy objectives. This approach strengthens competitiveness and improves scoring potential.
• Direct Advocacy and Relationships: TPA maintains active relationships with state and federal legislators, agency staff, and key decision-makers. We leverage these connections to elevate City priorities, gain insight into funding trends, and support projects throughout the funding process.
• Proactive Funding Identification: Our team continuously monitors legislation, agency guidance, and emerging opportunities to identify funding sources early. This allows the City to plan ahead, refine projects, and pursue funding strategically rather than reactively. • Grantsmanship and Narrative Development: TPA specializes in crafting clear, compelling, and policy-driven narratives that effectively communicate project need, community impact, and alignment with funding objectives. TPA understands what reviewers are looking for and knows the keys to making projects competitive. • Integrated Project Coordination: We work closely with City staff and project stakeholders to synthesize technical information, community priorities, and policy alignment into a cohesive and competitive application.
• Legislative and Budget Advocacy: TPA supports discretionary funding efforts, including state budget requests and federal earmarks, by developing advocacy strategies, engaging stakeholders, and working directly with decision-makers to secure funding. • End-to-End Support: From opportunity identification and application development to submission and post-award support, TPA provides full lifecycle grant services to ensure consistency, quality, and successful outcomes.

Through this approach, TPA helps ensure that the City of Banning’s projects are not only welldeveloped, but also strategically positioned and highly competitive for funding opportunities.

USE OF CITY PROPERTY
TPA does not request the use or lease, purchase, or rent of any City-owned facilities or property in connection with the services to be performed.
320
Proposal for Grant Writing & Grant Management Services | City of Banning Page 10

COMPANY INFORMATION
TPA is a state and federal grant writing and legislative advocacy firm that provides lobbying and funding services to public agencies and nonprofit organizations throughout California. • Founder/Owner/President: Christopher Townsend
• RFP Contact Person: Olivia Raymond ([email protected]; 949-399-9050) • Type of Entity: Corporation
• Advocacy Success: Shepherded over 165 client-sponsored legislative items into law • Funding Success: Over $3.3 billion in state, federal, and local government grants as well as grants from nonprofit organizations and private companies • Longevity: 27 years (founded in 1998)
• Number of Employees: 24
• Number of Grant Writers and State and Federal Lobbyists: 19 • Primary Office: TPA Southern California Office, Newport Beach (1401 Dove Street, Suite 330, Newport Beach, CA 92660)
• Additional Offices
o TPA State Capitol Office, Sacramento
o TPA Federal Office, Washington, DC
o TPA Northern California Office, Oakland
o TPA Central California Office, Fresno
• Types of Clients:
o City Governments
o County Governments
o Water and Sanitation Districts
o Transportation Districts
o K–12 School Districts
o Community College Districts
o Parks and Recreation Districts
o Fire Protection Districts
o Museums, Science Centers, and Cultural Facilities
• Areas of Specialization:
o Local Governance (Cities, Counties, Special Districts) o Emergency Management and Hazard Mitigation
o Transportation Policy and Infrastructure
o Water and Sanitation Policy and Infrastructure
o Education Policy and Infrastructure
o Housing and Economic Development
o Parks and Community Facilities (Recreational, Cultural, Historical) o Energy, Environment, and Natural Resources
o Public Safety
o Budget and Finance
321
Proposal for Grant Writing & Grant Management Services | City of Banning Page 11

COMPANY INFORMATION
• Ranking by Revenue Reported to the California Secretary of State:
o 6th of 491 Firms Registered for the 2025–26 Legislative Session • TPA is ranked as one of the top 100 federal lobbying firms and represents more California public agencies in Washington, DC than any other advocacy firm in the nation. • Over 80% of clients receive more than $1 million in grant awards in their first full year of working with TPA
FIRM’S GRANT WRITING EXPERIENCE
As the premier grant writing and advocacy firm for California municipalities, TPA has extensive experience in providing customized and effective grant writing services and has built a robust reputation by providing these services to more than 300 diverse cities throughout the state. With valuable state and federal agency relationships, an expansive understanding of countless funding programs in a wide range of policy areas, and the capacity to pursue any and all relevant opportunities, TPA has achieved over $3.3 billion in funding success on behalf of clients and has maintained a trusted client base by ensuring seamless and timely communication. The funding secured has been allocated toward projects that positively impact local communities, such as transportation infrastructure improvements, workforce development programs, regional public safety initiatives, and community beautification projects.

This table provides an overview of our grant funding achievements on behalf of our clients from state, federal, and local government agencies as well as private and nonprofit grant programs.

These amounts represent grants secured through a competitive and/or legislative process and do NOT include any funds awarded to clients via formulas or related forms of funding entitlements.

Policy Area State Funding Federal Funding All Sources
Water and Sanitation $134 Million $41.6 Million $175 Million Transportation $787 Million $390 Million $1,178 Million Education $262 Million $51.9 Million $313 Million
Parks and Recreation $312 Million $39 Million $351 Million Cultural Resources $140 Million $14.3 Million $154 Million Housing and Development $816 Million $48.5 Million $865 Million Public Safety $165 Million $115 Million $281 Million
TOTAL $2.6 Billion $701 Million $3.3 Billion

EXAMPLES OF SUCCESSFUL STATE AND FEDERAL EARMARKS
In addition to TPA’s successful history of securing grant awards on behalf of our clients, our firm has extensive experience in both the state and federal budget processes. The following charts detail TPA’s success in securing state and federal earmarks over the past several years: Several of these state and federal funding wins include projects relating to issue areas of importance to the City, including, but not limited to, public safety, public works, utilities, parks and recreation, economic development, and housing. 322
Proposal for Grant Writing & Grant Management Services | City of Banning Page 12

COMPANY INFORMATION

STATE BUDGET EARMARKS
Year Total Number of Projects Total Amount Awarded
2025-2026 5 $9,000,000
2023-2024 55 $73,910,000
2022-2023 42 $200,950,000
2021-2022 30 $377,715,020
2019-2020 15 $36,230,000
TOTAL STATE BUDGET EARMARKS SECURED: $697,805,020

FEDERAL EARMARKS
Year Total Number of Projects Total Amount Awarded
2026 97 $97,492,150
2024 52 $57,599,445
2023 34 $60,390,094
2022 30 $59,060,357
TOTAL FEDERAL EARMARKS SECURED: $274,542,046

FIRM LITIGATION
TPA has not been involved in any litigation, mediation, or arbitration regarding the performance of any services similar to the services in the past five years. Additionally, TPA has not had any claims or disciplinary action taken against the firm or any of the firm’s key personnel within the past five years.
323
Proposal for Grant Writing & Grant Management Services | City of Banning Page 13

COMPANY PERSONNEL
With a team of 19 grant writers and funding advocates, TPA has the breadth and depth of experience AND the ability to deploy as many advocates and grant writers as needed to maximize success for the City while minimizing the burden on City staff. TPA proposes a dedicated team of five people to perform grant writing services for the City.

Alex Gibbs, Grants Director
Role: Grant Writer & Funding Advocate
Professional Licenses/Certifications: Registered State & Federal Lobbyist Phone Number: 916-829-7289
Anastasia Heaton, Senior Associate
Role: Project Manager; Grant Writer & Funding Advocate
Professional Licenses/Certifications: Registered State & Federal Lobbyist Phone Number: 949-208-3026
Sammi Maciel, Senior Associate
Role: Grant Writer & Funding Advocate
Professional Licenses/Certifications: Registered Federal Lobbyist Phone Number: 202-921-6141
Jake Leischner, Associate
Role: Grant Writer & Funding Advocate
Professional Licenses/Certifications: Registered State & Federal Lobbyist Phone Number: 949-208-3091
Andy Ketsiri, Grants Analyst
Role: Grants Analyst
Professional Licenses/Certifications: Registered State & Federal Lobbyist Phone Number: 949-208-3090
The individuals who will be principally responsible for working with the City will be Grants Director Alex Gibbs and Senior Associates Anastasia Heaton and Sammi Maciel. This team will be directly supported by TPA’s 16 additional grant writers and advocates to ensure the City is able to take advantage of all funding avenues and secure significant funding success.

TPA uses a strategic approach to grant writing services that will be tailored to meet the specific needs of the City. To maximize success, TPA’s team of advocates and grant writers will utilize a collaborative approach and leverage an expansive collection of relationships in the state and federal governments, as well as a variety of policy expertise, including in transportation and infrastructure, water, education, parks and recreation, and local governance.

TPA will not utilize subcontractors for this engagement. TPA affirms that all assigned key professional staff are properly licensed to practice in California.

Resumes for each member of the proposed project team can be found within the “Appendices” section of this proposal.
324
Proposal for Grant Writing & Grant Management Services | City of Banning Page 14

COMPANY PERSONNEL
Alex Gibbs, Grants Director: Alex brings 15 years of experience in public policy and legislative advocacy to TPA. Alex has four years of experience working for the State Legislature, analyzing, researching, writing, and shepherding bills through the legislative process. Alex has also secured significant grant funding for clients throughout California. Alex has expertise in the policy sectors of parks and recreation, natural resources, local governance, public safety, and transportation.

Townsend Public Affairs, Inc.

Grants Director 2014–Present
During his tenure at TPA, Alex has been responsible for securing millions in competitive grant funds at the private, state, and federal levels for local public agency clients. In addition to his expertise in parks and recreation, transportation, and public safety, Alex has a strong network of relationships with State Legislators, key staff, and various state departments and agencies. Some of his accomplishments include:
• Alex coordinated with County of Kern staff to secure over $17 million in grant funding from the Behavioral Health Continuum Infrastructure Grant Program administered by the California Department of Health Care Services to establish a youth crisis walk-in center facility. Alex crafted a competitive application and leveraged a strategic network of agency relationships to ensure the project’s success. The critical funding will allow the County to continue to expand its capacity to provide alternatives to incarceration, hospitalization, homelessness, and institutionalization.
• Alex worked closely with the City of Oakland staff to secure $7 million in grant funding from the Clean CA Local Grant Program. Alex leveraged relationships with the California Department of Transportation and the City’s legislative delegation to advocate for two funded projects successfully. This funding helped the City of Oakland conduct the Courtland Creek Restoration Project and the Oakland Mini Parks Beautification Project, which provided significant remediation and beautification of public resources for residents. • Alex led a team of Kern County staff through the application process to secure $6.5 million in grant funding from the Prop 68 Statewide Parks Program (Round 4). This funded the South Kern Lamont Park Project, which provided much-needed renovations to an existing park in the community of Lamont, despite grant program guidelines that provided preferences for the construction of new parks.
• Alex worked with the City of San Leandro to secure $4.5 million in grant funding from the Building Forward Library Infrastructure Program administered by the California State Library to upgrade libraries throughout the City. Alex tailored the grant application’s message and narrative and worked with City staff to create a project budget and timeline to ensure competitiveness. Alex also utilized advocacy strategies that leveraged the City’s strengths during the grant review process to ensure project success. • Alex collaborated with state Natural Resources Agency staff to secure a $3 million Urban Greening Grant for the Desert Recreation District. This funded the construction of a new park and sports complex in unincorporated Riverside County. Alex then continued to work 325
Proposal for Grant Writing & Grant Management Services | City of Banning Page 15

COMPANY PERSONNEL
with the District on grant administration, ensuring the client could see the completion of their legacy project that had been years in the making. • Alex worked jointly with the City of South San Francisco to secure a $868,000 grant from the Active Transportation Program (ATP). Alex leveraged relationships with the California Department of Transportation and coordinated among local business stakeholders and school officials to craft a competitive grant application to the statewide ATP. This funding helped the City with their Linden and Spruce Avenue Traffic Calming Improvement Project to construct significant traffic calming improvements to ensure bike and pedestrian safety at crucial intersections in residential and commercial neighborhoods. • Alex collaborated with state and federal Land and Water Conservation Fund staff to secure a $750,000 grant for the City of Imperial. This funded the construction of a 300-plus acre regional park and equestrian center. Alex then continued to work with the City on grant administration, ensuring the client was given the appropriate time to meet deadlines and retain their funding.
• Alex worked with the City of South San Francisco to secure a $658,000 grant from the San Mateo County Transportation Authority’s Measure A Pedestrian and Bicycle Program.

Alex leveraged relationships with stakeholders in the County to ensure that the City received the funding needed for their Sunshine Gardens Project, including significant traffic-calming improvements on streets frequented by students walking and riding bicycles.
• Alex worked with City of Novato staff to secure a $220,500 grant from the Food Waste Recovery Program at CalRecycle. This funded a local food waste recovery effort in Marin County that allowed the City of Novato to partner with local nonprofits and ensure that good food that otherwise would go to waste reached food banks and vulnerable residents. • Alex worked jointly with the City of Fullerton to secure a $200,000 planning grant from the US Department of Transportation’s Safe Streets and Roads for All (SS4A) Grant program.

The grant will help fund the Fullerton Comprehensive Safety Action Plan, which will increase public safety for all forms of transportation in the city, including walking, bicycling, and single-occupancy vehicle users.

California State Senate
Legislative Aide 2012–2014
Alex was a member of the Eighth Senate District’s legislative team representing San Francisco and San Mateo Counties. Alex’s primary responsibilities included monitoring, reviewing, and making recommendations on legislation passing through the Senator’s committees and bills of interest to the District. Alex annually carried out bill packages through the legislative process and assisted with problem bills that required more support. Alex consistently had one of the highest numbers of bills signed into law by any Senate staffer.

University of San Francisco, CA
Bachelor of Arts, Politics 2011
San Diego State University
Professional Grant Writing Certification 2023
326
Proposal for Grant Writing & Grant Management Services | City of Banning Page 16

COMPANY PERSONNEL
Anastasia Heaton, Senior Associate: Anastasia brings a variety of experience and knowledge to TPA, including six years of experience in public cultural and historical resources. Anastasia has grant writing experience in areas such as water, parks and recreation, cultural resources, and natural resources.

Townsend Public Affairs, Inc.

Senior Associate 2021–Present
Since joining TPA, Anastasia has worked with clients to develop their funding proposals and secure competitive grant funding for projects. Anastasia has developed robust relationships with the Department of Water Resources, the California Natural Resources Agency, the Governor’s Office of Planning and Research, the California State Library, Go-BIZ, the Department of Parks and Recreation, and the National Endowment for the Arts. She has also worked to identify strategic funding resources that ensure her clients’ visions are transformed into reality. Some of her work includes:
• Anastasia secured $23 million for the City of Palmdale through the highly competitive Rebuilding American Infrastructure with Sustainability and Equity (RAISE) grant program administered by the U.S. Department of Transportation. The funding will support construction of a six-lane railroad grade separation at Rancho Vista Boulevard to enhance safety, reduce congestion, and improve mobility. Coordinated with City staff to compile technical details, draft a compelling project narrative, submit the application, and conduct post-submittal advocacy with the agency.
• Anastasia secured a cumulative $12.1 million in Southern California Association of Governments Regional Early Action Planning (REAP 2.0) grants, including $8 million through the RUSH (Regional Utilities Supporting Housing) initiative to develop over 3,000 stormwater-resilient housing units, and $4.1 million through the Lasting Affordability Program to establish a revolving loan fund for the City of Murrieta’s Housing Authority.

Worked throughout the FY25 Budget Cycle to protect and retain these grant funds amid statewide budget deficit challenges.
• Through the 2022 State Budget process, Anastasia worked to advocate for the inclusion of $6 million for the City of Agoura Hills’ Linear Park construction. This park will provide critical recreation, social, and educational spaces for residents of the City of Agoura Hills. • Anastasia, alongside the California Water Service, secured $4.2 million in competitive Urban Community Drought Relief funding through the Department of Water Resources.

This funding will consolidate several at-risk and dangerous water systems to provide clean, accessible potable water to a disadvantaged area. • Anastasia worked with the State Department of Water Resources staff to secure $2.3 million in Small Community Drought Relief Grants. This grant funding supported three projects in Kern County and Marin County, ranging in award amounts from $19,500 to $1.4 million. These critical drought mitigation projects include a new intake facility and increased storage capacity for water districts hit the hardest by severe drought conditions. • Anastasia worked closely with the City of Palmdale to secure $1 million in competitive LA County Regional Park and Open Space District Measure A funding for Regional Recreation, Multi-Use Trails, and Accessibility projects. This grant funding will expand a beloved and critical swimming pool in the City’s Marie Kerr Park. 327
Proposal for Grant Writing & Grant Management Services | City of Banning Page 17

COMPANY PERSONNEL
• Through both cycles of the Building Forward Library Infrastructure Program, Anastasia secured a total of $4.1 million in state funding for various projects benefiting libraries throughout the state, from children’s wing expansion to HVAC and elevator repairs. • With the City of Murrieta, Anastasia secured $2.4 million in Economic Development Agency competitive grant funding for the Murrieta Innovation Center, a life-science startup incubator and community resource that will prove integral for job growth and development. • Alongside Merced Union High School District, Anastasia secured $750,000 in Outdoor Equity Grant Funding through the California Department of Parks and Recreation for the District’s “Our Outdoors Program,” which will provide outdoor education excursions and career development for underserved students.

On behalf of the City of La Habra, Anastasia secured $320,000 in US Department of Transportation Safe Streets and Roads 4 All (SS4A) grant funding to fully implement a Safe Routes to Schools Plan, helping students in the region safely travel to and from school using active transportation methods.
• Through LA Metro’s 5310 Grant Program, Anastasia, with the City of South El Monte, secured $230,000 in competitive funding to acquire an electric shuttle vehicle, which will allow for increased, sustainable transit options for seniors and disabled residents. • Anastasia submitted an application to the 2022 Bureau of Reclamation’s WaterSMART Water and Energy Efficiency Program, securing $235,170 in grant funding to implement the California Water Service’s multi-region turf replacement program, replacing turfgrass with drought-tolerant, California-friendly habitat.
• Anastasia secured over $230,000 in last-mile broadband access funding for the City of Palm Springs through the California Public Utilities Commission Broadband Adoption Account. This funding will provide needed computer and broadband access infrastructure for various libraries and community centers throughout the City. • Anastasia secured $10,000 in State Parks and Recreation funding for the City of Murrieta and the Murrieta Public Library through the Parks Pass Program. She then secured an additional $30,000 in Sustainable Libraries Grant funding for the Murrieta Public Library to augment existing natural resources education initiatives and expand library reach.

These grant funds will create outdoor activity kits and an Earth Day festival for Murrieta library patrons.
• Anastasia secured $8,600 in LA County Arts Council Community in Action Arts Grants for the City of Palmdale’s Gabriel’s House Music and Kids Program, which offers musical education to underserved youth and public performance opportunities.

U.S. State Department and Indian Health Services Agency Research and Writing VSFS Intern 2020–2021
Santa Barbara Mission Archive-Library
Archival Intern 2020
Westmont College, Santa Barbara
Bachelor of Arts, History 2021
328
Proposal for Grant Writing & Grant Management Services | City of Banning Page 18

COMPANY PERSONNEL
Sammi Maciel, Senior Associate: Sammi brings eight years of federal legislative, funding, and public policy experience. Sammi has experience managing legislative activity, including bill analysis, research, and drafting, particularly for federal funding opportunities. Sammi has expertise in several policy sectors, including local governance, transportation, broadband, energy, and cultural resources.

Townsend Public Affairs, Inc.

Senior Associate 2021–Present
Since joining TPA, Sammi has kept clients informed of significant actions and pertinent developments in the federal government and strategizes ways in which to influence and enact changes in Washington, DC that have concrete results for clients. Some of Sammi’s experiences include:
• Sammi has led TPA’s federal appropriations efforts over the last several years, working hand-in-hand with clients to submit funding requests, advocate to Congressional representatives, and ensure projects are well-positioned for selection. In FY 2026 alone, Sammi helped secure $97,492,160 in federal appropriations funding for 97 critical community projects, demonstrating her expertise in navigating the process and strong relationships with key appropriators in Washington, D.C. • Sammi has strong relationships with key officials within the Department of Transportation, Energy, and Environmental Protection Agency, which have been critical in helping to advocate and navigate the hundreds of new funding opportunities implemented through the Bipartisan Infrastructure Law and Inflation Reduction Act. Sammi has leveraged these relationships to guide clients in the submittal process for the millions of dollars available to improve our clients’ infrastructure priorities.
• Sammi has leveraged her relationships with regional and national EDA officials to assist in drafting applications for the newly authorized Recompetes program, made available through the 2022 CHIPS and Science Act.
• In FY 2023, Sammi worked with the City of Half Moon Bay to secure a $2 million earmark for the City’s Highway 1–Frenchman Creek Intersection and Bike/Pedestrian Improvement project. Sammi assisted in developing and submitting the project for consideration and leveraged her extensive federal relationships to ensure success. • In FY 2023, Sammi helped secure $2 million in federal Community Project Funding for the City of Pleasanton to rehabilitate one of the city’s drinking water wells impacted by PFAS. Sammi worked hand in hand with the city’s congressional delegation to highlight the impact PFAS has had on the community, the cost to remediate the contamination, and the long-term needs the City faces, resulting in the project's funding success. • Sammi worked with the City of Brea to secure $2 million through the FY 2024 federal appropriations process to help modernize Arovista Park, including creating the only allaccessible playground in North Orange County. Sammi coordinated with Brea's representatives to submit the request, diligently advocating to ensure the project's inclusion in the final appropriations bill.
329
Proposal for Grant Writing & Grant Management Services | City of Banning Page 19

COMPANY PERSONNEL
• Sammi worked alongside the Santa Clara Valley Open Space Authority to increase accessibility throughout its trail system by securing $800,000 in FY 2024 federal appropriations funding for ADA improvements. The funding will support several critical updates, including improved signage, upgraded shade access, and trail width standardization.
• In FY 2023, Sammi partnered with the City of Half Moon Bay to secure a $2 million federal earmark for the Highway 1–Frenchman Creek Intersection and Bike/Pedestrian Improvement project. Her hands-on role in developing and submitting the proposal and her federal relationships were key to ensuring its success. • Leveraging her policy expertise and extensive federal relationships, Sammi secured two FY 2024 federal earmarks for the City of Agoura Hills, totaling $3 million. The Microgrid and Bikeway Master Plan projects support the City's goals of enhancing sustainability, improving energy resilience, and promoting active transportation. • Sammi’s four years of experience working for two California Senators have led to an extensive network of relationships both on Capitol Hill and within federal agencies. Her understanding of the regional and political dynamics of the California Congressional delegation and their interactions with other members of the Senate and House is essential to successfully advocating for California-based clients. • Sammi has first-hand knowledge of the current federal appropriations process, including community project funding requests. This process differs from the pre-2011 earmark process, and understanding the need to balance transparency and politics to submit a competitive request is key. Sammi has utilized her experience to successfully aid clients in securing millions of dollars’ worth of earmarks in FY22 and FY23. • Sammi has identified new and previously underutilized federal grants for the benefit of TPA clients. She has leveraged her relationships with key grant officials at various federal agencies to ascertain their specific priorities and buzzwords required for successful grant applications. Sammi then leverages that information to help TPA clients develop and submit more competitive federal grant applications and provides more effective, tailored advocacy to secure funding awards.

U.S. Senate, Office of Senator Kamala Harris (CA)
Field Representative 2019–2021
Sammi represented a 30-county region on behalf of Senator Harris, attending events, hosting meetings, and facilitating outreach to constituents. She tracked key issues, facilitated rapid response, and built an extensive network of relationships with local elected officials and advocacy groups within her 30-county region. Additionally, Sammi drafted letters of support for her region addressed to numerous federal agencies, requesting funding for key projects.

U.S. Senate, Office of Senator Dianne Feinstein (CA)
Legislative Intern Summer of 2017
As a legislative intern with Senator Dianne Feinstein’s office, Sammi researched and drafted memos for state field representatives regarding state legislature bills in the policy areas of transportation and water infrastructure, cannabis, and sanctuary cities.

Dominican University of California
Bachelor of Arts, Political Science 2017
330
Proposal for Grant Writing & Grant Management Services | City of Banning Page 20

COMPANY PERSONNEL
Jake Leischner, Associate: Jake brings a variety of experience and knowledge to TPA, including extensive experience in the writing and editing of proposals. Jake has grant writing experience in areas such as economic and community development, parks and recreation, cultural resources, and natural resources.

Townsend Public Affairs, Inc.

Associate 2024–Present
Since joining TPA, Jake has worked with clients to develop their funding proposals and secure competitive grant funding on projects. He has also worked to identify strategic funding resources that ensure his clients’ visions are transformed into reality. Some of his work includes:
• Jake worked with the City of Moreno Valley to secure $5,050,000 in competitive funding from the National Telecommunications and Information Administration's Digital Equity grant program. The funding will significantly increase the City's access to broadband connectivity, support digital literacy, and remove barriers for disadvantaged communities. • Jake successfully secured three State and Local Cybersecurity grant awards, totaling $750,000, for three municipal clients. This program, which is administered by the California Office of Emergency Services, will enable cities and special districts to improve their ability to prevent, detect, respond to, and recover from cybersecurity threats and incidents.
• Jake worked with the City of Orange to secure $301,440 in competitive funding through the California Department of Justice Tobacco Grant Program to support code enforcement and tobacco operations, strengthening local compliance efforts and protecting public health.
• Jake partnered with the City of Monterey Park to secure two $500,000 grants, totaling $1,000,000, through the Los Angeles County Regional Park and Open Space District Measure A Regional Recreation Facilities Program. These funds will support the Garvey Ranch Park Trail System Planning Project and the Barnes Park Pool Final Design Phase, advancing recreational amenities and improving community access to outdoor space. • Jake helped secure over $5.3 million in funding for public agency clients through the FY 2026 federal earmark process, supporting a range of infrastructure, public safety, and community improvement projects.
• Jake worked with the City of La Verne to secure $57,000 from the Office of Traffic Safety for extrication equipment acquisition and an additional $65,000 to support DUI checkpoints, saturation patrols, and community engagement efforts to improve roadway safety.
• Jake partnered with the City of Lemoore to secure $11,623 through the Cannabis Tax Fund Grant Program to support DUI checkpoint operations and enhance public safety efforts.
331
Proposal for Grant Writing & Grant Management Services | City of Banning Page 21

COMPANY PERSONNEL
• Jake has extensive experience drafting, submitting, and securing funding from a diverse number of grant programs, including those administered by the Federal Emergency Management Agency, California Office of Emergency Services, National Telecommunications and Information Administration, U.S. Department of Transportation, and Federal Highway Administration. He has submitted proposals on behalf of clients for projects relating to state and local cybersecurity, digital equity, bridge infrastructure, and community development programs.
• Jake monitors state and federal agency websites, attends grant funding webinars, and leverages his network of relationships to proactively identify funding opportunities and communicate program requirements, timelines, and best practices to clients. • Jake utilizes information gathered during onboarding sessions to develop and submit tailored grant applications that strongly convey the urgency and impact of client projects to granting agencies to maximize the likelihood of success. • Jake closely monitors ongoing activity in both Sacramento and Washington, DC to ensure clients are acutely aware of upcoming legislation that has the potential to impact funding opportunities or current programs.

Rose Institute for State and Local Government
Student Manager 2017–2021
Jake managed a team of undergraduate students across 15 research and institutional teams, leading biweekly meetings and overseeing staff evaluations. He redesigned the hiring process for a virtual platform, ensuring greater transparency and accessibility. Additionally, Jake led a project analyzing public election financing programs and directed a team in producing redistricting and demographic research. He also contributed to drafting chapters on caucus politics and methodology for 17 states as part of a book publication.

International Bridges to Justice
Research and Development Fellow 2019
Jake researched, pitched, and applied for grants to secure funding for operations at the U.S./Mexico border. Additionally, Jake cultivated partnerships with stakeholders in education, nonprofits, legal aid, and access to justice initiatives, fostering collaborations that provided structural and organizational support.

Claremont McKenna College
Bachelor of Arts, Philosophy, Politics, and Economics 2021 332
Proposal for Grant Writing & Grant Management Services | City of Banning Page 22

COMPANY PERSONNEL
Andy Ketsiri, Grants Analyst: Andy brings strong experience in research, policy analysis, writing, and program coordination, with a background spanning public policy, intergovernmental affairs, and higher education. She has supported complex research initiatives, managed large-scale programs, and produced clear, persuasive written materials for diverse audiences. Andy’s expertise includes grant research and analysis, policy and program evaluation, stakeholder coordination, data synthesis, and technical writing.

Townsend Public Affairs, Inc.

Grants Analyst 2025–Present
Andy supports TPA clients by conducting grant research, developing funding analyses, and assisting with the preparation of competitive grant applications across state and federal programs.

Her academic training and professional experience equip her with strong analytical rigor, attention to detail, and the ability to translate complex program requirements into actionable guidance for local government clients. Andy’s work includes:
• Andy conducts comprehensive research on state and federal grant programs, eligibility criteria, and agency priorities to identify funding opportunities aligned with client projects. • Andy prepares clear and concise grant opportunity summaries, matrices, and eligibility analyses to support client decision-making and strategic planning. • Andy assists with the development of grant narratives, supporting documentation, and application materials, ensuring compliance with agency guidelines and deadlines. • Andy tracks federal and state funding cycles, Notices of Funding Opportunity, and agency announcements to keep clients informed of emerging opportunities. • Andy collaborates with TPA’s advocacy and grants teams to support client strategies, compile data, and develop written materials that strengthen funding competitiveness.

Yale Young Global Scholars, Yale University
University Lead 2025
Andy served in a senior leadership role for a large-scale academic program, overseeing staff coordination, program operations, and student engagement. She managed complex logistics under tight deadlines and ensured compliance with institutional policies, providing experience directly applicable to managing grant-funded programs and reporting requirements.

The English Enthusiasts (Paris, France)
Co-Coordinator, Proofreader, and Editor 2022–2025
Andy supported program coordination and delivered high-quality written and editorial products, strengthening her technical writing, editing, and narrative development skills that are critical for grant writing and proposal development.
333
Proposal for Grant Writing & Grant Management Services | City of Banning Page 23

COMPANY PERSONNEL
The White House
Intern, Office of Intergovernmental Affairs 2019
Andy supported intergovernmental coordination efforts by conducting research, drafting reports, and analyzing policy initiatives to support collaboration between federal, state, local, tribal, and territorial governments. This role provided foundational exposure to federal agencies, intergovernmental processes, and public policy development.

Columbia University
Master of Arts, History and Literature 2024
University of California, Irvine
Bachelor of Arts, History and Political Science 2021
334
Proposal for Grant Writing & Grant Management Services | City of Banning Page 24

DISCLOSURE
TPA does not have any past or current business or personal relationships with any current Banning elected official, appointed official, City employee, or family member of any current Banning elected official, appointed official, or City employee. 335
Proposal for Grant Writing & Grant Management Services | City of Banning Page 25

EXPERIENCE & REFERENCES

ABILITY TO MEET THE MINIMUM SERVICE REQUIREMENTS
TPA has provided high-quality grant writing and state and federal legislative advocacy services to public agency clients since September 1998. Over the firm’s 27 year tenure, TPA has not filed for bankruptcy.

REFERENCES

1. CITY OF PALM SPRINGS
Contact Name: Teresa Gallavan
Contact Title: Assistant City Manager
Address: 3200 E Tahquitz Canyon Way, Palm Springs, CA 92262 Phone Number: 760-322-8380
Email Address: [email protected]
Project Description: TPA provides federal and state legislative advocacy and grant writing services to the City.

Return on Investment: $7,879,662 secured from May 16, 2022 to present Total ROI: 2,295%
Annualized ROI: 125%

2. CITY OF SAN LEANDRO
Contact Name: Eric Engelbart
Contact Title: Deputy City Manager
Address: 835 East 14th Street, San Leandro, CA 92577
Phone Number: 510-577-3389
Email Address: [email protected]
Project Description: TPA provides state legislative advocacy and grant writing services to the City.

Return on Investment: $11,696,467 secured from February 18, 2014 to present Total ROI: 1,524.5%
Annualized ROI: 26%

3. CITY OF MURRIETA
Contact Name: Kristen Crane
Contact Title: Assistant City Manager
Address: 1 Town Square, Murrieta, CA 92562
Phone Number: 951-461-6014
Email Address: [email protected]
Project Description: TPA provides federal and state legislative advocacy and grant writing services to the City.

Return on Investment: $19,936,640 from December 17, 2019 to present Total ROI: 2,238%
Annualized ROI: 66%
336
Proposal for Grant Writing & Grant Management Services | City of Banning Page 26

EXPERIENCE & REFERENCES

EXPERIENCE IN THE PREPARATION OF GRANTS FOR MUNICIPALITIES TPA has established itself as a leader in grant writing and funding advocacy for California municipalities by combining high-quality application development with strategic positioning and direct advocacy. Founded in 1998, TPA provides integrated grant writing and legislative advocacy services that ensure client projects are not only well-developed, but highly competitive and consistently advanced throughout the funding process.

Over the past 27 years, TPA has delivered measurable results through the following core strengths:
• Funding Strategy and Results: TPA has secured more than $3.3 billion in competitive funding for client projects across transportation, water and wastewater, housing, economic development, parks and recreation, public safety, and other critical sectors. Our approach begins well before an application is released. TPA works to shape funding opportunities through legislative, budget, and bond advocacy, helping ensure that programs are structured in ways that align with client priorities. We then carry that strategy forward through application development, submission, and post-submittal engagement to maximize award potential.
• Strategic Positioning and Narrative Development: TPA focuses on aligning projects with agency priorities, program guidelines, and evaluation criteria to strengthen overall competitiveness. We develop clear, compelling, and policy-driven narratives that effectively communicate project need, readiness, and community impact. This approach ensures that applications do more than meet requirements—they stand out in highly competitive funding environments.
• Proactive and Integrated Approach: TPA continuously monitors state and federal funding programs, agency guidance, and legislative developments to identify opportunities early. This allows clients to prepare in advance, refine project scopes, and pursue funding strategically. Our team works closely with City staff and stakeholders to integrate technical information, policy alignment, and community priorities into a cohesive and competitive application.
• Team-Based Execution and Accountability: TPA’s team of 19 professionals operates within a structured, collaborative model that emphasizes coordination, quality control, and responsiveness. Each client is supported by a dedicated Project Manager who serves as the primary point of contact and is backed by subject matter experts across key policy areas. This approach ensures consistency, attention to detail, and disciplined execution across all phases of the grant process.
• Advocacy and Relationships: A key differentiator of TPA’s work is the integration of advocacy into the grant process. The firm maintains strong, active relationships with state and federal agencies, legislators, and key decision-makers. These relationships are leveraged to inform strategy, provide insight into funding priorities, and elevate client projects throughout the review process. TPA ensures that applications are not only submitted, but actively supported and advanced at every stage.

Through this comprehensive and integrated model, TPA provides municipalities with more than traditional grant writing services. We serve as a strategic funding partner—enhancing competitiveness, strengthening project positioning, and increasing the likelihood of securing critical external funding.
337
Proposal for Grant Writing & Grant Management Services | City of Banning Page 27

EXPERIENCE & REFERENCES

EXAMPLES OF SUCCESSFUL GRANTS
TPA has extensive experience helping cities like Banning secure competitive funding to advance priorities such as infrastructure, public safety, and economic development. As a full-service city committed to its history, community character, and future growth, Banning is focused on enhancing quality of life for its residents while supporting sustainable economic development.

TPA specializes in identifying strategic opportunities that align with these goals, supporting projects that strengthen local infrastructure and promote economic vitality. Functioning as a seamless extension of City staff, we ensure Banning is positioned to capitalize on federal, state, and regional sources. The following examples demonstrate our proven ability to navigate complex programs and deliver tangible results for our clients.

City of Murrieta: U.S. EDA Challenge Grant
Project
Description
TPA partnered with the City of Murrieta to secure a $2,400,000 EDA Challenge Grant to transform a 15,000-square-foot facility into the Murrieta Innovation Center. This funding supports the construction of wet labs and the procurement of high-tech equipment to launch a premier life science and healthcare incubator. By fostering a hub for emerging medical startups, the project drives regional job creation and strengthens Murrieta’s innovation economy. TPA’s competitive narrative and understanding of federal priorities were instrumental in capturing this significant investment for the City.

City of Palmdale: U.S. DOT RAISE Grant
Project
Description
TPA worked alongside the City of Palmdale to secure $23,000,000 from the U.S. Department of Transportation’s Rebuilding American Infrastructure with Sustainability and Equity (RAISE) program. This transformative funding will enable the City to construct a grade separation of Rancho Vista Boulevard at both Sierra Highway and the grade crossing of Metrolink and UP tracks. Elements of construction will include an overpass bridge, support columns and retaining walls, installation of paving, curbs, gutters, medians, sidewalks, streetlights, landscape and irrigation features, drainage facilities, and the relocation of utilities. This significant undertaking will improve access to daily needs such as jobs, education, health care, food, nature, and recreation. Utilizing lessons learned from previous cycles of funding, TPA drafted a compelling and competitive application and leveraged agency relationships to ensure success on behalf of the City.

City of Palo Alto: BSCC Organized Retail Theft Prevention Grant Project
Description
TPA partnered with the City of Palo Alto to secure $5,176,812 from the Board of State Community Corrections’ Organized Retail Theft Prevention Grant Program. These funds support increased police presence through extra patrols and undercover operations at high-density retail centers, including the Stanford Shopping Center and downtown.

Additionally, the award provides resources to combat auto theft, a common element of organized retail crime. TPA developed a compelling application that effectively communicated the project's regional safety benefits, ensuring a successful award for the City.
338
Proposal for Grant Writing & Grant Management Services | City of Banning Page 28

EXPERIENCE & REFERENCES
City of Reedley: California DPR Statewide Parks Program Grant Project
Description
TPA worked on behalf of the City of Reedley to secure $4,049,992 in competitive grant funding through the California Department of Parks and Recreation's Statewide Parks Program in 2024. The award has enabled the City to upgrade and improve Camacho Park. TPA was responsible for submitting a complete and compelling project detailing the City's facilities improvement needs and the project's community benefit.

City of San Leandro: CAL FIRE Urban Forestry Grant
Project
Description
TPA worked on behalf of the City of San Leandro to secure $1,500,000 through the Department of Forestry and Fire Protection’s Urban Forestry Grant Program. The award will enable the City to implement a tree resilience plan to address fire hazards. TPA was responsible for developing and submitting a compelling grant application that relayed the project’s need and urgency, especially considering the current environmental challenges and fire threats facing California cities.

City of Murrieta: CAL FIRE Wildfire Prevention Grant
Project
Description
On behalf of the City of Murrieta, TPA secured $2,653,344 in competitive grant funding administered by the California Department of Forestry and Fire Protection (CAL FIRE) for hazardous fuel reduction efforts to mitigate fire risks and protect residents’ lives and property. This project will support Murrieta’s public safety initiatives and enhance the City’s responsiveness to emergencies. TPA was responsible for drafting and submitting the application, coordinating between stakeholders, and advocating for the funding to state legislators and agency officials.

City of Buena Park California DPR Statewide Parks Program Grant Project
Description
TPA worked on behalf of the City of Buena Park to secure $3,190,543 in grant funding through the Statewide Parks Grant Program administered by the California Department of Parks and Recreation. The funding will go towards improvements and upgrades to the City’s Whitaker School Park to ensure the facilities are inclusive and accessible to all residents, families, and children. TPA was integral in the development and submission of the grant narrative and application, as well as in postsubmittal advocacy efforts. These strategies ultimately ensured that the City was able to secure this significant funding and further its mission to serve its residents with high-quality parks and recreation centers. 339
Proposal for Grant Writing & Grant Management Services | City of Banning Page 29

EXPERIENCE & REFERENCES

EXAMPLES OF SUCCESSFUL GRANTS
In addition to the in-depth examples above, TPA has secured millions of funding through priority programs identified by the City.

ENTITY NAME, PROGRAM, AND PROJECT FUNDING

AMOUNT YEAR
City of Paso Robles: Caltrans Local Highway Safety Improvement Program (HSIP): Montebello Oaks Drive Intersection Beacons $280,530 2025 City of Paso Robles: Caltrans Local Highway Safety Improvement Program (HSIP): Signal and Striping Upgrades at Creston and Golden Hill
$100,000 2025
University of California Santa Cruz (UCSC): Local Highway Safety Improvement Program (HSIP): Hagar Drive Improvements $2,078,370 2025 City of Palmdale: USDOT Safe Streets and Roads 4 All (SS4A):

Active Transportation Plan $400,000 2025
City of Westminster: SCAG Sustainable Communities Grant Active Transportation Program: Safe Routes to Schools Quick-Build Implementation
$445,000 2025
City of Palmdale: USDOT Rebuilding America with Sustainability and Equity (RAISE): Rancho Vista Boulevard Grade Separation $23,000,000 2025 Sacramento Regional Transit District: USDOT Rebuilding America with Sustainability and Equity (RAISE): Dos Rios Multimodal Station Access Improvement
$9,586,487 2025
City of Costa Mesa: OCTA Complete Streets Program: Adams Avenue Active Transportation Project $4,223,000 2024
City of Costa Mesa: OCTA Complete Streets Program: Fairview Road Active Transportation Improvements $1,935,000 2024 City of Costa Mesa: USDOT Safe Streets and Roads 4 All:

Demonstration Activities $400,000 2024
City of Hesperia: USDOT Safe Streets and Roads 4 All:

Comprehensive Safe Streets and Vision Zero Plan $1,557,600 2024 City of Palm Springs: USDOT Safe Streets and Roads 4 All:

Comprehensive Action Safety Plan $776,000 2024
City of Palmdale: USDOT Safe Streets and Roads 4 All: 20th Street East Corridor Improvement Project $5,382,164 2024 City of Pismo Beach: USDOT Safe Streets and Roads 4 All: Vision Zero Action Plan $160,000 2024
City of Placentia: USDOT Safe Streets and Roads 4 All: Vision Zero Action Plan $120,000 2024
City of Westminster: USDOT Safe Streets and Roads 4 All:

Comprehensive Action Safety Plan $1,200,000 2024
340
Proposal for Grant Writing & Grant Management Services | City of Banning Page 30

EXPERIENCE & REFERENCES
Sacramento Regional Transit District: USDOT Low or No Emission Grant Program: Delivering Zero-Emission Transit to North Sacramento
$76,847,678 2024
City of Avalon: CTC Active Transportation Program: Tremont Five Corners School Safety Roundabouts $4,092,000 2023
California Water Service: Bureau of Reclamation WaterSMART Water and Energy Efficiency (WEEG) Grant $235,170 2023
City of Pleasanton: State Budget Earmark: PFAS Water Treatment Plant $1,000,000 2023
City of Fontana: USDOT Safe Streets and Roads 4 All Grant:

Foothill Blvd Safety Improvements $19,808,986 2023
City of Shafter: USDOT Safe Streets and Roads 4 All Grant: Traffic Safety Action Plan $160,000 2023
City of Stanton: USDOT Safe Streets and Roads 4 All Grant:

Vision 0 Plan $160,000 2023
City of Costa Mesa: USDOT Safe Streets and Roads for All (SS4A) Grant: Safe Routes to School Action Plan $630,472 2022 City of Dinuba: USDOT Safe Streets and Roads for All (SS4A) Grant: Dinuba Vision Zero Action Plan $344,000 2022
City of Fullerton: USDOT Safe Streets and Roads for All (SS4A) Grant: Safe Streets and Roads for All Planning Grant $200,000 2022 City of La Habra: USDOT Safe Streets and Roads for All (SS4A) Grant: Safe Routes to School Action Plan Development Project $320,000 2022 City of Fontana: USDOT Rebuilding American Infrastructure with Sustainability and Equity (RAISE) Grant Program: Building a Better Connected Inland Empire
$15,000,000 2022
City of Murrieta: Caltrans Local Highway Safety Improvement Program (HSIP): Citywide Traffic Signal Adaptive Timing Program $422,350 2021 Town of Danville: Caltrans Local Highway Safety Improvement Program (HSIP): Townwide Pedestrian Crossing Safety
Improvements
$240,000 2021
City of South San Francisco: Caltrans Highway Safety
Improvement Program (HSIP): Pedestrian Safety Improvement Project
$249,800 2021
East Orange County Water District: Bureau of Reclamation Drought Response Program: Vanderwerf Well Drilling $500,000 2021 City of Oakland: USDOT Rebuilding American Infrastructure with Sustainability and Equity (RAISE): Reconnecting Oakland: Safe, Reliable, and Equitable Access
$14,507,075 2021
City of Palmdale: CTC Active Transportation Quick Build Program:

Domenic Massari Bike Lane System project $412,000 2020
Beaumont-Cherry Valley Water District: Bureau of Reclamation 2020 WaterSMART Grant Program: Advanced metering
infrastructure project
$1,500,000 2020
341
Proposal for Grant Writing & Grant Management Services | City of Banning Page 31

EXPERIENCE & REFERENCES
City of Avalon: SCAG Sustainable Communities Program Master Active Transportation Plan $100,000 2019
City of Moreno Valley: Caltrans Active Transportation Program:

Juan Bautista de Anza Multi-Use Trail Project $8,403,000 2019 City of Avalon: State Budget Earmark: Underground fuel tank replacement $500,000 2019
City of Dinuba: State Budget Earmark: Water Well #21
replacement $1,000,000 2019
City of Selman: State Budget Earmark: Selma Storm Drain Project, Selma Rockwell Pond Groundwater Recharge Project, and Selma Branch Canal Multi-Use Trail
$1,500,000 2019
City of Turlock: State Revolving Loan Fund: North Valley Regional Recycled Water Program $30,000,000 2018
City of Turlock: Bureau of Reclamation Title XVI Grant Program:

North Valley Regional Recycled Water Project $4,300,000 2018 City of Turlock: State Revolving Loan Fund: North Valley Regional Recycled Water Program $30,000,000 2018
City of Pismo Beach: Groundwater Grant Program Prop 1: Santa Maria Groundwater Basin injection project $1,149,880 2018 City of Mendota: MPO 2017 Active Transportation Program Augmentation: Mendota Junior High Safe Routes to Schools Project
$158,000 2017
Orange County Water District: Groundwater Sustainability Grant Program: Mid-Basin Centennial Park Injection Project $9,100,000 2017 Orange County Water District: Groundwater Grant Program Prop 1: North Basin Extraction Well EW-1 Project $800,000 2017 Orange County Water District: Groundwater Grant Program Prop 1: North Basin Remedial Investigation/Feasibility Study $1,000,000 2017 Orange County Water District: Groundwater Grant Program Prop 1: South Basin Remedial Investigation/Feasibility Study $1,000,000 2017 City of Hesperia: State Revolving Loan Fund: Wastewater Treatment Facility $14,673,750 2016
City of Dinuba: Caltrans Highway Safety Improvement Program (HSIP) $290,304 2016
City of Santa Ana: CTC Active Transportation Program Grant $3,729,000 2015 City of Santa Ana: CTC Active Transportation Program Grant $2,366,000 2015 City of Santa Ana: CTC Active Transportation Program Grant $5,424,000 2015 342
Proposal for Grant Writing & Grant Management Services | City of Banning Page 32

EXPERIENCE & REFERENCES

UPCOMING OPPORTUNITIES
The City of Banning is uniquely positioned to compete for and secure significant state funding based on key community indicators and alignment with current program priorities. Notably, the City qualifies as a Severely Disadvantaged Community (SDAC) and falls within an Extreme Heat Severity Zone, both of which are critical scoring factors across multiple State of California funding programs. These designations substantially strengthen the City’s competitiveness, particularly for programs focused on climate resilience, equity, and community investment.

Based on current funding cycles and program guidelines, TPA has identified several near-term opportunities where the City is well-positioned to be highly competitive. Collectively, these programs represent millions of dollars in potential funding if strategic, complete, and timely applications are submitted:
• Active Transportation Program: The City is well-positioned based on available crash and pedestrian safety data, as well as need-based indicators to apply for the currently open Active Transportation Program through the California Transportation Commission (CTC). The City is potentially eligible to apply for funding in excess of $10 million for bicycle and pedestrian improvement projects. The deadline to apply for this grant is June 22, 2026.
• Safe Streets and Roads For All (SS4A): The City is a strong candidate for planning dollars, as well as potentially construction dollars through the US Department of Transportation’s Safe Streets and Roads For All (SS4A) Grant, which will fund a variety of transportation safety projects across the City. The City could apply for as high as $5,000,000 for a planning-level request, or as high as $25 million for construction with a qualifying plan. The deadline to apply for this grant is May 26, 2026. • Extreme Heat and Community Resilience Program: The City is well-positioned to pursue approximately $500,000 for projects such as shade structures, shade sails, and cooling enhancements at parks and public facilities. The City’s extreme heat designation directly aligns with program objectives and scoring criteria. Application submissions for this grant are anticipated to open Q2 2026.
• Urban Greening Program: The City is a strong candidate for approximately $750,000 to support tree planting, green infrastructure, and passive recreation improvements. The program prioritizes communities facing climate and environmental challenges, further strengthening Banning’s competitiveness. The deadline to apply for this grant is June 4, 2026.
• Statewide Park Development and Community Revitalization Program: The City is eligible to pursue at least $5 million for park development, expansion, or rehabilitation projects. As an SDAC, Banning qualifies for priority consideration under this highly competitive program. Application submissions for this grant are anticipated to open Q3 2026.

TPA’s role is to ensure the City fully capitalizes on these opportunities by aligning project concepts with program objectives, developing competitive applications, and advancing each project through a coordinated funding strategy. By combining strong project positioning with proactive engagement and disciplined execution, TPA will help maximize the City’s ability to secure these critical investments in the near term.
343
Price Proposal for Grant Writing & Grant Management Services | City of Banning Page 0 Price Proposal for
Grant Writing & Grant Management Services
RFP-26-127
April 30, 2026 344
Price Proposal for Grant Writing & Grant Management Services | City of Banning Page 1

PRICE PROPOSAL
OPTION I: ALL-INCLUSIVE RETAINER:

TPA structures our agreements to provide maximum flexibility and minimize risk for our clients.

All contracts include a no-fault, 30-day termination clause, allowing either party to terminate the agreement for any reason with 30 days written notice. This approach ensures that agencies retain full control and can move forward with confidence, knowing they are not locked into a long-term commitment. Our goal is to earn your continued partnership through performance, responsiveness, and results, not contractual obligation.

DESCRIPTION OF SERVICES MONTHLY FEE
Grant Writing & Grant Management Services $6,500*
• Conduct Detailed Orientation Included
• Funding Needs Assessment Included
• Identify, Research, and Monitor Grant Funding Opportunities Included • Grant Application Development and Submittal Included
• Establishment of Clear Accountabilities Included
• Provide Overview of Full Applications Requirements Included • Assemble Project Background and Details Included
• Coordinate Technical Project Details Included
• Draft Written Proposal Included
• Incorporate Feedback to Finalize Proposal Included
• Submit Completed Application Included
• Funding Advocacy Included
• State Budget Funding Opportunities Included
• Federal Earmark Opportunities Included
• Post-Grant Submittal Advocacy Included
• Post-Award Grant Administration and Compliance Included • Post-Award Services—Above and Beyond Advocacy Included • Comprehensive Follow-Up on Unsuccessful Applications Included *The monthly fee includes all reasonable business and travel expenses.

ANNUAL NOT-TO-EXCEED AMOUNT: $72,000
345
Price Proposal for Grant Writing & Grant Management Services | City of Banning Page 2

PRICE PROPOSAL
OPTION II: PROJECT-BASED GRANT WRITING SERVICES
OPTION III: TASK-BASED GRANT WRITING SERVICES

DESCRIPTION OF SERVICES APPLICATION FEE
Project-Based Grant Writing Services $5,000-$30,000**
• Conduct Detailed Orientation Included
• Grant Application Development and Submittal Included
• Establishment of Clear Accountabilities Included
• Provide Overview of Full Applications Requirements Included • Assemble Project Background and Details Included
• Coordinate Technical Project Details Included
• Draft Written Proposal Included
• Incorporate Feedback to Finalize Proposal Included
• Submit Completed Application Included
• Funding Advocacy Included
• Post-Grant Submittal Advocacy Included
• Post-Award Grant Administration and Compliance Included • Post-Award Services—Above and Beyond Advocacy Included • Comprehensive Follow-Up on Unsuccessful Applications Included *The project fee includes all reasonable business and travel expenses. *The project fee is determined by grant program requirements and length of project.

Task-Based Grant Writing Services

DESCRIPTION OF SERVICES FEE
• Identify, Research, and Monitor Grant Funding Opportunities $1,500* (Per Month)
• Grant Application Development and Submittal $5,000-$30,000** (Per Project)
• Funding Advocacy and Post-Award Services
o Funding Advocacy
o State Budget Funding Opportunities
o Federal Earmark Opportunities
o Post-Grant Submittal Advocacy
o Post-Award Services–Above and Beyond Advocacy
o Relationship Building
$4,000*
(Per Month)
*The fee includes all reasonable business and travel expenses. *The project fee is determined by grant program requirements and length of project. 346
Resolution 2026-109