Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C Agree No 2025-17
CONTRACT FOR PROFESSIONAL SERVICES
BETWEEN
THE CITY OF LOMITA AND BLAIS & ASSOCIATES, LLC (B&A)
This AGREEMENT to provide grant services and is entered into this 6 th day of May
2025, by and between the CITY OF LOMITA, a general law city and municipal corporation ("CITY") and Blais & Associates, LLC (B&A) ("CONSULTANT"). ,R ECITALS
A. CITY does not have the personnel able and/or available to perform the services required under thi� agreement.
B. Therefore, CITY desires to contract out for consulting services for grant services.
C. CONSULTANT warrants to CITY that it has the qualifications, experience and facilities to perform properly and timely the services underthis Agreement.
D. CITY desires to contract with CONSUL TANT to perform the services as described in Exhibit A of this Agreement.
NOW, THEREFORE, based on the foregoing recitals, CITY and CONSUL TANT agree as follows:
1. CONSIDERATION AND COMPENSATION.
A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, attached as Exhibit A;
B. As additional consideration, CONSUL TANT and CITY agree to abide by the terms and conditions contained in this Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT an amount not to exceed $50,000, far CONSULTANT's services, unless otherwise specified by written amendment to this Agreement.
D. No additional compensation shall be paid for any other expenses incurred, unless first approved by the City Manager or his designee.
E. CONSULTANT shall submit to CITY, by not later than the 10th day of each month, its bill for services itemizing the fees and costs incurred during the previous month. CITY shall pay CONSULTANT all uncontested amounts set forth in the
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1C CONSULTANT'S bill within 30 days after it is received.
2. SCOPE OF SERVICES.
A. CONSUL TANT will perform the services and activities set forth in the SCOPE OF SERVICES attached hereto as Exhibit A and incorporated herein by this reference.
If any part of Exhibit A is inconsistent with the terms of this Agreement, the terms of this Agreement shall control.
B. Except as herein otherwise expressly specified to be furnished by CITY, CONSUL TANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, vehicles, transportation, office space, and facilities necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement.
3. .PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CO�SULTANT must submit an invoice to CITY which lists the reimbursable costs, the specific tasks performed, and, for work that includes deliverables, the percentage of the task completed during the billing period.
4. TIME OF PERFORMANCE. The services of CONSUL TANT are to commence upon receipt of a notice to proceed from CITY and shall continue until all authorized work is completed ·to CITY's reasonable satisfaction, in accordance with the schedule incorporated in "Exhibit A," unless extended in writing by CITY.
5. ,FAMILIARITY WITH WORK. By executing this Agreement, CONSUL TANT represents that CONSUL TANT has (a) thoroughly investigated and considered the scope of services to be performed; (b) carefully considered how the services should be performed; and (c) understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement.
6. KEY PERSONNEL. CONSULTANT will maintain a team of experienced grant writers who are available to support all phases of grant development with the CITY's dedicated Client Lead (Laurie Bayles) to serve as the primary point of contact for the CITY, ensuring consistency, clear communication, and strategic oversight pertaining to all aspects of grant research and consultation. This Client Lead will collaborate closely with the CITY and CONSULTAN's team of expert writers to deliver high-quality, competitive proposals tailored to the City's priorities and funding opportunities. While CONSUL TAN anticipates developing a dedicated writing team assigned to the CITY, final staffing may be subject to change based on the timing of contract execution and workload availabillty. CONSUL TAN will seek written authorization from the CITY far any staff changes.
7. .TERM OF AGREEMENT. The term of this Agreement shall commence upon execution by both parties and shall expire on May 5, 2026, unless earlier termination
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C occurs under Section 12 of this Agreement, or extended in writing in advance by both parties.
8. CHANGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSUL TANT and CITY. The cost or credit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties.
9. TAXPAYER IDENTIFICATION NUMBER. CONSUL TANT will provide CITY with a Taxpayer Identification Number.
10. PERMITS AND LICENSES. CONSULTANT will obtain and maintain during the term of this'Agreement all permits, licenses, and certificates that may be required by local, state and federal laws in connection with the performance of services under this Agreement, including a business license as specified in Title VI, Chapter 2 of the Lomita Municipal Code.
11. LAWS AND REGULATIONS; EMPLOYEE/LABOR CERTIFICATION., CONSUL TANT shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. CONSULTANT shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for CITY to terminate the Agreement for cause.
12. TERMINATION.
A. Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause. Notice of termination shall be in writing.
B. CONSUL TANT may terminate this Agreement. Notice will be in writing at least 30 days before the effective termination date.
C. In the event of such termination, CONSUL TANT shall cease services as of the date of termination, all finished or unfinished documents, data, drawings, maps, and other materials prepared by CONSUL TANT shall, at CITY's option, become CITY's property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of notice of termination.
D. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated.
13.. INDEMNIFICATION.
A. CONSULTANT shall indemnify, defend with counsel approved by CITY, and hold harmless CITY, its officers, officia·Is, employees and volunteers from and
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with CONSULTANT's performance of work hereunder or its failure to comply with any of its obligations contained in this AGREEMENT, regardless of CITY'S passive negligence, but excepting such loss or damage which is caused by the sole active negligence or willful misconduct of CITY. Should CITY in its sole discretion find CONSULTANT'S legal counsel unacceptable, then CONSUL TANT shall reimburse CITY its costs of defense, including without limitation reasonable attorneys fees, expert fees and all other costs and fees of litigation.
CONSULTANT shall promptly pay any final judgment rendered against CITY (and its officers, officials, employees and volunteers) covered by this indemnity obligation. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.
8. The requirements as to the types and limits of insurance coverage to be maintained by CONSUL TANT as required by Section 18, and any approval of said insurance by CITY, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by CONSULTANT pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification.
14. ASSIGNABILITY. This Agreement is for CONSUL TANT's professional services.
CONSUL TANT's attempts to assign the benefits or burdens of this Agreement without CITY's written approval are prohibited and will be null and void.
15. INDEPENDENT CONSULTANT. CITY and CONSULTANT agree that CONSUL TANT will act as an independent CONSUL TANT and will have control of all work and the manner in which is it performed. CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY. CONSULTANT is not an agent or employee of CITY and. is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees. Any provision in this Agreement that may appear to give CITY the right to direct CONSUL TANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only.
16. AUDIT OF RECORDS.
A CONSULTANT agrees that CITY, or designee, has the right to review, obtain, and copy all records pertaining to the performance of this Agreement.
CONSULTANT agrees to provide CITY, or designee, with any relevant information requested and will permit CITY, or designee, access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with this Agreement.
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C CONSUL TANT further agrees to maintain such records for a period of three (3) years following final payment under this Agreement.
B. CONSUL TANT will keep all books, records, accounts and documents pertaining to this Agreement separate from other activities unrelated to this Agreement.
17. CORRECTIVE MEASURES. CONSUL TANT will promptly implement any corrective measures required by CITY regarding the requirements and obligations of this Agreement. CONSULTANT will be given a reasonable amount of time as determined by CITY to implement said corrective measures. Failure of CONSULTANT to implement required corrective measures shall result in immediate termination of this Agreement.
18. INSURANCE REQUIREMENTS.
A. CONSUL TANT, at CONSUL TANT's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies:
1. Workers Compensation Insurance as required by law. CONSUL TANT shall require all subconsultants similarly to provide such compensation insurance for their respective employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by CITY at I.east thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against CITY, its officers, agents, employees, and volunteers for losses arising from work performed by CONSULTANT for CITY.
2. General Liability Coverage. CONSUL TANT shall maintain commercial general liability insurance in an amount of not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury, and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit.
3. Automobile Liability Coverage. CONSUL TANT shall maintain automobile liability insurance covering bodily injury and property damage for all activities of CONSULTANT arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired, and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
4. Professional Liability Coverage. CONSULTANT shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors, or omissions which may arise from CONSULTANT'S operations under this Agreement, whether such operations be by CONSULTANT or by its employees, subconsultants, or
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C subconsultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis; or a combined single-limit-per-occurrence basis. When coverage is provided on a "claims made basis," CONSUL TANT will continue to renew the insurance for a period of three (3) years after this Agreement expires or is terminated.
Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSUL TANT, or its officers, employees or agents during the time this Agreement was in effect.
B. Endorsements. Each general liability, automobile liability and professional liability insurance policy shall be issued by a financially responsible insurance company or companies admitted and authorized to do business in the State of California, or which is approved in writing by CITY, and shall be endorsed as follows. CONSUL TANT also agrees to require all CONSUL TANTs, and subconsultants to do likewise.
1. "The CITY, its elected or appointed officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the CONSULTANT, including materials, parts, or equipment furnished in connection with such work or operations."
2. This policy shall be considered primary insurance as respects CITY, its elected or appointed officers, officials, employees, agents, and volunteers.
Any insurance maintained by CITY, including any self-insured retention CITY may have, shall be considered excess insurance only and shall not contribute with this policy.
3. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
4. The insurer waives all rights of subrogation against CITY, its elected or appointed officers, officials, employees, or agents.
5. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to CITY, its elected or appointed officers, officials, employees, agents, or volunteers.
6. The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days' written notice has been received by CITY.
C. CONSUL TANT agrees to provide immediate notice to CITY of any claim or loss against CONSULTANT arising out of thework performed under this agreement.
CITY assumes no obligation or liability by such notice, but has the right (but not Page6 ofll
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.
D. Any deductibles or self-insured retentions must be declared to and approved by CITY. At CITY's option, CONSUL TANT shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
E. CONSULTANT shall provide certificates of insurance with original' endorsements to CITY as evidence of the insurance coverage required herein.
Certificates of such insurance shall be filed with CITY on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with CITY at all times during the term of this Agreement.
F. Failure on the part of CONSUL TANT to procure or maintain required insurance shall constitute a material breach of contract under which CITY may terminate this Agreement pursuant to Section 12 above.
G. The commercial general and automobile liability policies required by this Agreement shall allow CITY, as additional insured, to satisfy the self-insured retention ("SIR") and/or deductible of the policy in lieu of the CONSULTANT (as the named insured) should CONSULTANT fail to pay the SIR or deductible requirements. The amount of the SIR or deductible shall be subject to the approval of the City Attorney and the Finance Director. CONSULTANT understands and agrees that satisfaction of this requirement is an express condition precedent to the effectiveness of this Agreement. Failure by CONSUL TANT as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement. Should CITY pay the SIR or deductible on CONSULTANT'S behalf upon CONSULTANT'S failure or refusal to do so in order to secure defense and indemnification as an additional insured under the policy, CITY may include such amounts as damages in any action against CONSUL TANT for breach of this Agreement in addition to any other damages incurred by CITY due to the breach.
19. USE OF OTHER CONSULTANTS. CONSULTANT must obtain CITY's prior written approval to use any CONSULTANTs while performing any portion of this Agreement. Such approval must include approval of the proposed CONSULTANT and the terms of compensation.
20. FINAL PAYMENT ACCEPTANCE CONSTITUTES RELEASE. The acceptance by the CONSULTANT of the final payment made under this Agreement shall operate as and be a release of CITY from all claims and liabilities for compensation to the CONSULTANT for anything done, furnished or relating to the CONSULTANT'S work or services. Acceptance of payment shall be any negotiation of CITY'S check or the failure to make a written extra compensation claim within ten (10) calendar days of the receipt of that check. However, approval or payment by CITY shall not constitute, nor be deemed, a release of the responsibility and liability of CONSULTANT, its employees, sub-CONSULTANTs
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C and agents for the accuracy and competency of the information provided and/or work performed; nor shall. such approval or payment be deemed to be an assumption of such responsibility or liability by CITY for any defect or error in the work prepared by CONSUL TANT, its employees, sub-CONSUL TANTs and agents.
21. CORRECTIONS. In addition to the above indemnification obligations, the CONSULTANT shall correct, at its expense, all errors in the work which may be disclosed during CITY'S review of CONSULTANT'S report or plans. Should the CONSUL TANT fail to make such correction in a reasonably timely manner, such correction shall be made by CITY, and the cost thereof shall be charged to CONSULTANT. In addition to all other available remedies, CITY may deduct the cost of such correction from any retention amount held by CITY or may withbold.:... ________ ... payment otherwise owed CONSUL TANT under this Agreement up to the amount of the cost of correction.
22. NON-APPROPRIATION OF FUNDS. Payments to be made to CONSULTANT by CITY for services preformed within the current fiscal year are within the current fiscal budget and within an available, unexhausted fund. In the event that CITY does not appropriate sufficient funds for payment of CONSULTANT'S services beyond the current fiscal year, the Agreement shall cover payment for CONSULTANT'S only to the conclusion of the last fiscal year in which CITY appropriates sufficient funds and shall automatically terminate at the conclusion of such fiscal year.
23. NOTICES. All communications to either party by the other party will be deemed made when received by·such party at its respective name and address as follows:
CITY
Cit� of Lomita
24300 Narbonne Avenue
Lomita, CA 90717
ATTN: Cit� Manager
CONSULTANT
B&A
2807 Allen Street1 Suite
2050
Dallas1 TX 92618
ATTN: Jordan Carter
Chief Executive Officer
Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph. Courtesy copies of notices may be sent via electronic mail, provided that the original notice is deposited in the U.S. mail or personally delivered as specified in this Section.
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C
24. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person , other than CONSUL TANT's bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person , other than CONSULTANT's bona fide employee, any fee, commission , percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should CONSUL TANT breach or violate this warranty, CITY may rescind this Agreement without liability.
25. THIRD PARTY BENEFICIARIES. This Agreement and every provision herein is generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of any other party. There wi ll be no incidental or other beneficiaries of any of CONSULTANT's or CITY's obligations under this Agreement.
26. INTERPRETATION .. This Agreement was drafted in, and wi ll be construed in accordance with the laws of the State of Cal ifornia, and exclusive venue for any action involving this agreement wi ll be in Los Angeles County.
27. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral or written .
28. RULES OF CONSTRUCTION . Each Party had the opportunity to independently review this Agreement with legal counsel . Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning ; it wi ll not be interpreted strictly for or against either Party.
29. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by written amendment with signatures of all parties to this Agreement. CITY's city administrator, or designee, may execute any such amendment on behalf of CITY.
30. ACCEPTANCE OF FACSIMILE OR ELECTRONIC SIGNATURES. The Parties agree that this Agreement wi ll be considered signed when the signature of a party is delivered by facsimile transmission , scanned and del ivered via electronic mail, or del ivered using digital signature tech nology approved by CITY. Such facsimile or electronic signatures wi ll be treated in all respects as having the same effect as an original signature.
31 . FORCE MAJEURE. Should performance ofthis Agreement be impossible due to fire, flood , explosion , war, embargo, government action , civi l or mil itary authority, the natural elements, or other similar causes beyond the Parties' control, then the Agreement wi ll immediately terminate without obligation of either party to the other.
32. TIME IS OF ESSENCE. Time is of the essence to comply with dates and schedules to be provided .
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1C
33. ATTORNEY'S FEES. The parties hereto acknowledge and agree that each will bear his or its own costs, expenses and attorneys' fees arising out of and/or connected with the negotiation, drafting and execution of the Agreement, and all matters arising out of or connected therewith except that, in the event any action i's brought by any party hereto to enforce this Agreement, the prevailing party in such action shall' be entitled to reasonable attorneys' fees and costs in addition to 1 all other relief to which that party or those parties may be entitled.
34. STATEMENT OF EXPERIENCE. By executing this Agreement, CONSUL TANT represents that it has demonstrated trustworthiness and possesses the quality, fitness and capacity to perform the Agreement in a manner satisfactory to CITY.
CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in dealing with private CONSUL TANTs, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public agency.
35. ,DISCLOSURE REQUIRED., (CITY and CONSUL TANT initials required at one of the following paragraphs)
OR
By their respective initials next to this paragraph, CITY and CONSUL TANT hereby acknowledge that CONSULTANT is a "CONSULTANT" for the purposes of the California Political Reform Act because CONSULTANT'S duties would require him or her to make one or more of the governmental decisions set forth in Fair Political Practices Commission Regulation 18700.3(a)(2) or otherwise serves in a staff capacity for which disclosure would otherwise be required were CONSULTANT employed by CITY. CONSULTANT hereby acknowledges his or her assumingoffice, annual, and leaving-office financial reporting obligations under the California Political Reform Act and the CITY'S Conflict of Interest Code and agrees to comply with those obligations at his or her expense. Prior-to CONSUL TANT commencing services hereunder, the City's Manager shall prepare and deliver to CONSUL TANT a memorandum detailing the extent of CONSULTANT'S • disclosure obligations in accordance with the CITY'S Conflict of Interest Code.
City Initials __ _
CONSUL TANT Initials ---
By their initials next to this paragraph, CITY and CONSUL TANT hereby acknowledge that CONSULTANT is not a "CONSUL TANT" for the purpose of the California Political Reform Act because CONSULTANT'S duties and responsibilities are not within the scope of the definition of CONSULTANT in Fair Political Practice Commission Regulation 18700.3(a)(2) and is otherwise not serving in staff capacity in accordance with CITY'S Conflict of Interest Code.
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B656967201 C City Initials UV
CONSUL TANT Initials {Jd
IN WITNESS WHEREOF the parties hereto have executed this contract the day and year first hereinabove written .
CITY OF LOMITA CONSULTANT
And rew Vialpando, City Manager By: Jordan Carter, Chief Executive Officer ATTEST:
t14.,-\Wu.VL, itov� tJve..°a'ovlj 45-3083595
Kath leen Horn Gregory, City Clerk Taxpayer ID No.
ifO FORM:
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C B&A Grant
Services
&Software
Exhi bit A
Contact: Whitten Guajardo, Vice Pr esident
Phone: 949-620 -091 2
Email: [email protected]
Website: www.blaisassoc.com
Date: March 21, 2025
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C
I TABLE OF CONTENTS
A. COVER LETTER
B. QUALIFICATIONS
C. PROPOSED METHODOLOGY
D. ESTIMATED BUDGET
B&AI Grant
Services
&Software
1 3
7 12
GRANT RESEARCH, WRffiNG, & MANAGEMENT I i
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C I A. COVER LETTER
March 21, 2025
Mr. And rew Vialpa ndo
City Ma nager
City of Lomita
24300 Narbon ne Avenue
Lomita, CA 90717
Subject: B&A Proposal for Provision of Grant Services to the City of Lomita Dear Mr. Ibarra:
Blais & Associates, LLC (B&A) is pleased to provide the City of Lomita with the followi ng grant services prici ng proposal for your conside ratton. Fou nded in 2000, B&A provides comprehensive grant services to mu nicipal government agencies, including strategic resea rch, writi ng, and management. Our 20+ year history reflects a consistent Return on Investment (ROI) of up to $1 25 for every $1 invested.
B&A offers a ra nge of grant fu nding services, including developing strategic fu nding pla ns, conducti ng research, evaluating project competitiveness, writing applications, and ma naging post-award administration.
The City may engage us for any combi nation of these services as outl ined in this proposat The primary location of services wi ll be our Cal ifomia office. 9 California Office
7545 Irvi ne Center Dr., Ste 200
Irvi ne, CA 9261 8 9 Texa-s Office
2807 Al len St., Ste 2050
Dallas, TX 75Z04
Company Name: Blais & Associates, LLC (doi ng busi ness as "B&A Gmnt Services and Software") Company Phone Number: (949) 589-6338
Company Fax Number: (469) 242 -2290
Company Email:" bi�dev©:1tfa1sassqc.co!11
The information presented in this proposal is true and correct. I will serve as you r p rimary poi nt of contact with respect to this proposal and am authorized to bind B&A to the terms of this propos@I. All statements in this proposal, including proposal price, remain va lid for 90 calendar days from the submission date.
B&AI Granl
:
Services
&Software GRANT RESEARCH, WRffiNG, & MANAGEMENT I 1
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1C Main Point of Contact: Natale Lessey
Main Point of Contact Phone Number: (714) 401-73 82
Main Point of Contact Email: nlessey&@blaisassoc.com
We look forwa rd to su pporting the City in secu ring funding for key projects and providing efficient effective grant services.
Respectfu lly yours,
Whitten Guajardo
Vice President
B&AI Grant
Services
&Softl.vare GRANT RESEARCH, WRITTNG, & MANAGEMENT I 2
I B. QUALIFICATIONS
B&A is a full-service Limited Liability Corporation (LLC) providing comprehensive grant consulting services. Founded in 2000, we have over 20 years of experience providing strategic grant research, grant writing, and grant management services to municipal government and reg ional public agencies, including water districts and councils of governments.
B&A currently serves hundreds of municipalities and Councils of Governments, along with other regional agencies. With offices in Southe rn California and Texas, and a staff of over 30 professionals working remotely across the United States, B&A has grant experience in all areas of municipal government including Public Works, Parks & Recreation, Transportation, Economic Development, Public Health, Public Safety/Fire, and Water, to name a few.
Mission. Our mission is to serve our clients with the highest qual ity, full spectrum of grant support services to enable our cl ients to identify, pursue, and deliver prog rams that develop and improve the communities in which they live.
Licensing. While licensing is not required for grant consultants, B&A believes in maintaining and promoting professional standards. Our memberships include the Grant Professionals Association (GPA), the National Grants Management Association (NGMA), and the American Grant Writers Association (AGWA);,, B&A holds to, and maintains, the code of ethics promoted by these organizations.
B&A'S EXPERIENCE
B&A has written more than 2,000 grant appl ications in the past 20 years, winning over $1.5 billion for our cl ients.
Separately, we have managed and reported hundreds of grant/loan agreements comprised of over $600 million in grant funds.
The best testament of our grant writing expertise is the variety of agencies to which we have submitted highly successful grant appl ications on behalf of our clients. Table 1 summariz'es the funding that B&A has secured from various funding agencies.
·I
;11 Funding Agency
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i Applications , A d d F d �. S b ·tt d l war e un s •• =-���--- .•••• .... ·· =�
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e __ � � � �l", "· 21
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= --1 �./ ..... .... $8,243 972 ,
'��✓ =✓--�� , - .. -c · .. �rGv d- �=� � L� ��J56JL .... , ,J.l2·P!:partr:::\�ntg.f,Er:ie_r]L_ .. =_ •=-··· . ���� .. n�.JO j .. �-�¥ $?,99_?,, . . . . . ..... ..... .. . . . ... . . . .. .. ...... . ... . .. .. .... .. .. . ... . . .. . . T . . ... ... .... . .. artment ofr
lealth and Human Services • ' 25 •
• $13,805,765 i
.. • - - • �'"""""-"'i;-
e pa rtment of Homeland Security ,..-----��--_J~�----�- __ l�6�§6?,�02 ' it ��=-�e�t ••
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B&A Servi-ces I Grant
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2 RECENT GRANT AWARDS
Ou r track record of winning more than 60 percent of client grant applications submitted in any given year proves our uniqueness within the field of professional grant writing over the long term, particula rly when most grant prog rams only fund anywhere from 5 to 20 percent of appl ications received. Our knowledge and experience with grant prog rams, daily resea rch activities, and assistance with the "go" or "no-go" decision-making process ensu res that we a re knowledgeable of the programs and projects that granting agencies seek to fu nd. Our services are designed to ensure the client maintains situational awa reness of potentia l gra nts that su pport their specific needs, pursue all appropriate grant fu nding, and ensure proper grant reporting and close-out administration for award ed gra nts.
In the past five yea rs, B&A developed over 830 gra nts for our Cal ifornia cl ients, winning over $641 mil lion in grant fu nding. $52 million of these requests were for Cong ressionally directed spending and California legislature set asides.
Recently, B&A won 11 of 16 Ca ltra ns Hig hway Safety Improvement Program grant applications submitted on behalf of our clients, worth over $4.2 million in fund ing. This equates to a 69 percent win rate.
B&AI Grant
Services
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C_aliforn1a g_~i;:a
, California Departm ' • t. -· .. ····•.·· ••• ···-·· ~----------~-----,----------'----------1 1 Cal
Uo.? hng§le~ c=oyntY.~,. < ~s•-< ·».c ··" .•• ••• •·· ........ - • > -:[ - ] m. /. <tY' L ()ranse -~0-~QtY ,_ --»- ....... ····· ................ •· ··• ............ !' ..................... ········ ····· _j J380,QOO ' ) Riverside County . . .. ··.·· .. · .··. • • • • • " 9 • • $2,412,626 1 ~. ~@R~~ir~ic~I~:i.~i& .. :>v ;<:;_; ···c,~:. ½ •.. - ·.-.·.; - --- << .k~' --- .·· j --··~-·· .:- -~-·~:=-~--~-:J~~j~g~J : San Francisco Bay Restoration Authority I 1 '! $450,000 1 k. ~,.,_.,,J_ --.,-~~""_,,,-,,,<•~~¥. ,:: "y • ~-- 7 .. ··_.,,, .?· ... -•_-,,., -, ·~'---"". ,- .. -. ➔- ·:-:-"""',··-···"'"""·--. -,~.•-'--=.,..,,,_.-~-<c.c,,;,,•,·~ _ y,~•-,w='.· .. ·~-"--:.,~~-:; .. ·•·..c:c· ·c.~- ·"''<: - •--•c,::s"_,'~':. s·•"~«•.~.s~:'" 1/; -· -·'?' t __ .'.:'"'":. "'.£=, -~· Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-486569672D1C Ta ble 2 provides a snapshot of a few of our recent wins.
Grant Prog ram { Project Date Fu nds . i<-•~·-•-'""'~;.-."'"'"""�·•C,J�""='·•=··•''""''"'""""':;.,~••••·":;.c ... ,a'°":;;;�,c-Oe.b,=,',,i""" ·,,,=-=;""·-· • -- d::¼=-=1. c.,,,..:;,:•_ �J. •• '"''""' .,1 ....,· ·,;· ..""'-....;c;,,.�=.....;;,�,_;;..;..;���,.,,:,.�-E'.:,;,i;,.:.;;_-,,}_,,,-r,-,:,,;;->.;,,;.;: .. �:.-' Bureau of
Reclamation
Federal Railroad
Admin istration
Lugert-A ltus
Irrigation District
City of Banning
2023
2023
ARPA Additional
,! Federal Transit ' Assistance Gra nt Omnitrans Service 2022 $5,000,000 : :
$2,800,000
$13,319,560 J .Administration
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Home la nd Security;
Federal Emergency
Management
Staffing for
'! Adeq uate Fire and
! Emergency
•I I Response (SAFER)
/li
City of Celina • Hiring 12
, Firefighters
l 2022 $3,656,691
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Transportation
Low or No
Emission Prog ram
!I· Omnitrans
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Omnitrans Zero
. Emissions Buses, 1
Workforce
$ 9,342, 502
Development
'. Fuel ing, and J 2022
Pro·ect f'--<·,,.....,.�---�,.......,.-=.,�•-•-�--_,,,!-"�•�---·'?"""'"·"""�""'"""-"""'1!"'-a,;,,....,;,.,___ --:s;i;:: __, __,�- U.S. Economic
Development
, Admin istration
U.S. Economic
Development
Admin istration
Economic
Adjustment and
Assista nce Grant -
America n Rescue
Tourism Economic
Development
Administration
America n Rescue
Pl n Act ..
B&AI Grant
Services
&Software
City of Anaheim
Department of
, Public Works
: City of Farmers
'Bra nch
; Store One: Food
, Service Incubator
and Job Training
, Center
l Historical Park
• Events Center
2022 $3,000,000
2022 $1,400,000
GRANT RESEARCH, WRITING, & MANAGEMENT I 5
Funding Agency
Federal Awards
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Water & Energy
Efficiency Grant
Program
1 R~ii~;ad Crossi~g
Elimination Grant
Pr2g_ram .
a
Client Name
10n
.. ing project
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B656967201 C California Awards
Statewide Park
Cal ifornia Development and
Department of Parks Community
and Recreation Revitalization
Program
State Coastal California Coastal Commission Grant Commission Program California Clean California
Department of Local Grant
Transportation Program
Cal ifornia Clean Cal ifornia
Department of 1 Local Grant
Transportation Program
California Small Community
Department of l Drought Relief
Water Resources Program
Cal ifornia Urban and
Department of , Multibenefit
Water Resources ! Drought Rel ief
_,
California State Transit and
Transportation Intercity Rail
Agency Capital Program
California Natural Land & Water
Resources Agency Conservation Fund
Fresno Council of Active
Governments Transportation
Program
I
.. -- -r [ State Water I Clean Water State
1 Resources & Control r
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B&AI Grant
Services
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City of Indio
City of Anaheim
Department of
Community
Services
City of Indio
City of Yuba City
I
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Cal ifornia Rural ! Water Association
Cal ifornia Rural
) Water Association
Anaheim
Transportation
I Network
l
City of Colton
City of Coalinga
City of Yuba City
,,_<H-,,� •-- --
Indio Sports Park 2021 $8,500,000
State Coastal 2022 $5,000,000 Commission
Jackson Street
Corridor Project 2022 $4,997,670
Plumas Street
Historic District &
Water Tower Park 2022 $2,235,888
Improvements
Banning Heights
Mutual Water
Company Well
and Water Storage
2022 $3,700,000
• for Drought Rel ief
Project
+
Lahontan Funding
Area Region - 2022 $4,624,998
various projects
1 ATN FAST:
Revolutionizing 2022 $22,778,000 Transit for a Global
Audience
Chavez Park
Improvement 2023 $1,015,200
Project
/ Coalinga
Perimeter Trail 1
Interconnect 2023 $2,606,000
Pacific South and
Gregory Nor!h I -·+-
Wastewater
Treatment Facil ity 2023 $35,022,000 Outfall & Diffuser , Pr�J_ect - -- w---- --
GRANT RESEARCH, WRmNG, & MANAGEMENT I 6
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B656967201 C I c. PROPOSED METHODOLOGY
B&A employs a tried-and-true methodology that has proven successfu l for our clients over the past two decades.
GRANT RESEARCH - GRANT MONITORING/INTELLIGENCE
Actively Identify Grant Resources. B&A resea rches, tracks, and identifies grant opportun ities util izing a systematic, daily process to fi nd grant sol icitations at the federa l, state, regional, and local level. The resea rch team in tu rn develops a Fact Sheet and attends workshops or webinars. The Fact Sheet routinely provides the name of the fu nding agency, leve l of fu nding ava ilable, historic average awa rds for the prog ram, due dates, elig ible and inelig i ble projects or activities, prog ram summary, and other critica l deta ils. In addition, our membership to the League of Cities provides us with up-to-date knowledge reg ardi ng issues facing local and regional government agencies. B&A also mon itors propositions and leg isl ative activities to understa nd the potentia l impact on our cl ients and grant prog rams.
GRANT RESEARCH - MONTHLY GRANT ACTIVITY REPORT
Our B&A Research
Department develops and
issues over 450 targeted
grant Fact Sheets and
summa ries every year.
B&A recommends a month ly Grant Activity Report (GAR) conference ca ll with key City staff. This sta nding conference ca ll allows discussion of open and active grant opportu nities and potential projects The GAR wi ll identify all grants in the development process, those that have been submitted, grant awa rds, den ied grants, and any special services provided.
Annual Roll-up Report with Return on Investment: B&A provides an executive level annual Grant Roll-up Report desig ned to give City staff updates about the grant prog ram accompl ishments and ROI, as applicable.
GRANT RESEARCH -GRANT RESEARCH CONSULTATION
At any time during our contract, the City ca n request the Grant Research team to perform grant resea rch consu ltation to i nvestigate a specific grant prog ram. Internal ly, B&A coo rd inates to ensu re that the research is conducted in a responsive, thorough, and timely fashion. This resea rch may include contact with the fu nding agency to develop intell igence on the goals and objectives of the prog ram or measure the agency's inte rest in fu nding the project as contemplated or proposed by the cl ient This is particu la rly va luable to the City when eva luating a proposed project that may not initia lly appear to be eligible or competitive for the program. Our extensive list of contacts within grant fu nding agencies enables the B&A resea rch team to gather useful information and actionable guida nce for the team.
B
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Services
f_,-., Software GRANT RESEARCH, WRffiNG, & MANAGEMENT I 7 Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1C
GRANT APPLICATION DEVELOPMENT
Our services are desig ned to ensure the client maintains situational awareness of potential grants that support their specific needs, pursue all appropriate grant funding, and ensure proper grant reporting and close-out administration for awarded grants. Al l B&A-written appl ications are custom developed, with detailed and tailored narrative sections, graphics, photos, and artwo rk. Unlike competitors' processes, we do not employ cut-and-paste procedures, look-alike templates, or factory-style application approaches.
The following summarizes B&A's systematic grant writing process Over the past 20 years,
B&A has written more than
2,000 grant proposals
winning over $1.5 bill ion in
grant funding.
• Once the cl ient decides to pursue a grant, B&A carefully reviews the guidelines and develops a fixed fee notto-exceed quote proposal outlining the estimated costs for B&A to assist the cl ient This activity typically takes between one and three days to provide the client with a detailed quote. Upon cl ient approval, B&A sched ules all meeting s, assembles stakeholders, and obtains relevant information from multiple stakeholders (via emails, phone calls, or virtual meetings) to develop targeted, effective grant proposal submissions Throug hout the grant proposal development process, B&A ensures that all req uired components of a proposal are included in the application for submission, ensuring ad herence to grant evaluation criteria. • Based on the due date and proposal requirements, B&A develops an overall grant outl ine, cal led a Timeline and Checkl ist, which identifies a list of tasks to be accompl ished, milestone dates to be met, and who wi ll be responsible. B&A works with City staff and team to determine writing assignments, including an estimate of how much City staff time wi ll be needed at the beg inning of each project This includes ide ntifying who is responsible for completing the tasks and the dates tasks are to be completed. B&A strives to complete as much of the appl ication independently as possi ble. B&A provides the leadership for the coo rdination of any necessary meetings, conference calls, or discussions.
A grant Timeline &
Checklist is a B&A best
practice that guides the
entire grant writing
appl ication process.
• B&A develops an appl ication outl ine that includes the narrative questions from the grant that need answering.
B&A's associates 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 appl ication.
• Beginning with long-lead tasks, the B&A team researches necessary information, meets with appropriate staff, stakeholders, and consultants, and develops proposal language, including the scope of work, budget, timeline, justification, cost- benefit analysis, transmittal cover letter, and completes all necessary federal, state, and local forms, certifications, and assurances. B&A interviews key staff and/or other consultants to capture as much information about the project as possible. As needed, B&A can also develop Staff Reports and Resolutions for B
&AI Grant
Services
&Software GRANT RESEARCH, WRITING, & MANAGEMENT I 8
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C Board or Council authorization regarding the submission of the grant proposal and/or local match fu nding commitment, etc.
• B&A provides budget guida nce and ju stifications in alignment with City pol icies and personnel guidelines and in conformance with grant solicitation requirements.
• Concu rrently, B&A determines the role of any sta keholders and identifies those stakeholders in coordination with staff and consultants.
B&A will work with staff to identify sta keholders for letters of support and wi ll develop the letters of support for distribution B&A wi ll assist in distribution of the letters of support for signature. • B&A attends any pre-proposal conferences, etc. hosted by the grantmaking agency B&A collects data and photographs as independently as possible from existing resou rces such as General Pla ns, California Commu nities Environmental Hea lth Screening Tool (Ca lE nviroScreen), B&A grant applications are
all custom developed with
unique support letters and
graphics.
and Goog le Earth, to name a few All B&A team members are trained in the use of these tools; no outside consulta nts are required
• B&A determines if any special graphics, artwork, maps, etc. are needed and incorporates those exhibits into the proposa l as soon as possible. B&A ge nerally develops graphics, ma ps, and artwork in-house. If specialized Geog raphic Information System (GIS) maps are required, B&A ca n su bcontra ct with GIS special ists or work with the client's internal GIS team to perform these ta sks. However, most grant appl ications do not require highly detai led graph ics, and we have been very successfu l with our intern al map development. • B&A conducts any greenhouse gas reduction, water savings, energy savings and other calcu lations, as necessa ry. B&A staff are trai ned in the calcu lation tools accepted by most g ra nt fu nding agencies including the Ca liforn ia Air Resou rces Board emission reduction and greenhouse gas red uction tools. B&A mai nta ins relationships with specific technical or engineering firms that ca n provide access to other modeling tools, including Benefit Cost Ana lyses.
• B&A ma nages and incorporates all edits to g ra nt proposa ls to ensu re consistency of messaging, integ ration of gra nt requirements and succinctness prior to fi nal client review and submittal to the fu nding authority. B&A wi ll provide draft copies of grant proposa ls (80 percent and 100 percent) t o t h e City with an adequ ate amount of time to al low for feed back and fi nal editing. B&A's policy is to provide at least 48 hours for review time (longer if possible). B&A then reviews and incorporates the ed its or discusses any ed its that might impact the scoring of the project or exceed proposal limitations. The 80 perce nt draft is intended to ensure the technical aspects of the proposal are accurate and consistent with the goals of the clie nt, including the budget The final 100 percent draft ensu res the City and B&A are comforta ble with the final appl ication and there is an opportunity to interject any of the City's fi nal adjustments, sig natu res, and approva l to submit.
B
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Services
&Software
GRANT RESEARCH, WRmNG, & MANAGEMENT I 9
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C • If hard copy appl ications are required for submission, B&A ma kes all req uired copies and ensures proper del ive ry by the due date. If submitti ng electronic appl ications via the intern et, B&A coordinates any password or authorization requirements as early as necessary to ensure the timely submission of e-grants. B&A has never missed a grant deadline.
B&A has never missed a
grant deadline.
• B&A maintains a comprehen sive project fi le - co nta ining all facts, data, statistics, and na rrative collected and written as part of the assigned projects - throug hout the development process, which is provided to City staff for futu re use once the grant appl ication is submitted and/or approved. Final documents are provided to the client. All original work products are provided to the cl ient via a link to our B&A system. All electronic fi les are in Microsoft Word, Excel, PowerPoi nt, or other ap propriate softwa re. • In the case that a grant proposal is denied, B&A will coordin ate with staff and the granting age ncy to req uest a debriefing. Debriefings are extremely va luable because the team can receive recomme ndations to strengthen the proposal for the next grant cycle.
While the application is undergoing development, B&A wi ll conti nually assess and score the project and appl ication against the prog ram requirements to ensure that it remains highly competitive. As a project, grant writi ng is unique beca use there is a hard deadline that must be met. B&A controls the schedule because it is crucial that the appl ication be submitted on time. Our staff is cog nizant of the need to.deliver the 80 and 100 percent complete drafts on schedule and are give n fu l l l atitude to ensure del ive ry o f t h e application. We have had occa sions where extreme measures were take n due to failures with FedEx - and the appl ication was sti ll del ive red on time.
QUALITY CONTROL
B&A exercises the hig hest level of professional care and accu racy when developing g ra nt del ivera bles for clients. B&A util izes a tiered review process involvi ng our most senior grant professionals to ensure that every piece of a grant appl ication is reviewed prior to del ivery. Once a g ra nt application is approximately 80 percent complete, B&A's team will del iver the appl ication to City staff to al low the City an op portu nity to provide in put and comments. After revisions are made at the 80 percent ma rk, B&A will fi nal ize the application and deliver a 100 percent complete appl ication to the City as a fi nal opportu n ity for review and provision of any additional input. Once B&A receives approva l from the City, B&A will su bmit the application on the City's behalf or will provide deta iled submission guida nce and support to the designated staff member, depending on the fu nding agency's pol icy.
B&AI Grant
Services
&Software GRANT RESEARCH, WRITING, & MANAGEMENT I 10
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C � Development of
o initial draft
Review of initial draft
by senior B&A staff
member
LEGISLATIVE ADVOCACY
* Opportunity for
O client comments
co
Further revisions
and add itions by
B&A staff member
'cP- Review of final draft
o by senior B&A staff
� member
Final opportunity for
cl ient comments
and input
Fi nal revisions made
to application by
B&A staff member
c Su bmission of
.Q application to
� funding agency
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Since March 2021, when earmarks were brought back into the legislative process, B&A has assisted our clients with dozens of successful earmark applications in the amount of $125.2 mil lion. B&A also has extensive experience working with legislative staff to ensure that local, reg ional, state, and federal delegations are briefed on overall grant initiatives or special initiatives. This includes leading and informing annual legislative agendas and preparing agendas and su pport materials for Washington, DC trips, developing su pport letters, guid ing site visits, and developing overall strategic plans for unique or large-scale initiatives that wi ll require multiple funding sources, including grants.
B&AI Grant
Services
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E
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B656967201 C I D. ESTIMATED BUDGET
RECURRING COSTS
Monitor/send targeted grant opportunities,
Grant Research, summaries, and fact sheets
Monitoring, and
Fact Sheets,
Grant
Consultation
Grant Activity Reports (GARs); Scheduled cal ls to
review opportunities and grants in-progress; Go/nogo consultation; Coordination calls; Project specific research.
Fixed fee of $1,740 $1,740
Fixed Monthly/Annual Budget $1,740
*PROJECT SPECIFIC COSTS - Quoted Upon Request
Grant Proposal
Development &
Submittal
Full scope col laborative grant writing development to
include submission (cost will vary by application
complexity and client involvement)
Full scope col laborative grant writing development to
include submission (cost will vary by application
complexity and client involvement)
*Grant consulting fees dependent upon usage
*This estimates one midcomplexity grant per
year
*This estimates one
high-complexity grant
per year
Estimated Annual Budget
(inclusive of grant develo ment requested)
$20,880
$20,880
$9,425
$18,125
$48,430
B&AI Grant
Services
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p
Docusign Envelope ID: D875CD4B-2E67-44A7-9F53-4B6569672D1 C
STANDARD FEE SCHEDULE
'., -�
Professional Services
External Consultants (e.g., BCA ana lysis)
Mi leag e
Travel (tol ls, taxi, airfare, hotel)
Printi ng, Copying, Sindi ng, etc.
Shippi ng, Express Mail, or Courier
Fixed Fee
Cost - no markup
Prevailing sta ndard IRS rate
Cost - no markup
Cost - no markup
Cost - no marku p
B&A performs work on a fixed fee not-to-exceed basis. Each project is independently ana lyzed to determine the project,ed scope of work. B&A provides a fixed fee not-to-exceed quote for client review and approva l prior to begin ning work. Any addition<1I one-off req uests or activities that fa ll outside of the scope of work are performed and bi lled at a time and materia ls basis. This streamli ned approach enables B&A to serve as a good steward of the cl ient's capita l resources and be the most efficient and effective grant services provider possible. B&A may @djust rates annually to align with the cost of doing business. All external consultant fees and direct out-of- pocket expenses are biHed at cost (without ma rkup).
Our proposed rates remain va lid for a period of 90 ca lendar days from the date of sµ bmission of this fee schedule. Invoices are provided monthly and are paya ble within 30 days of receipt.
B&A actively integrates the following "cost saving" practices into its operational procedures:
• All out-of-pocket expenses are bi lled at cost, with no markup to our clients .. • B&A uti lizes company discou nted commercially availa ble printing services (e.g., Staples), as ne.eded, for bulk printing, copying, and binding su pport, to minimrze direct costs. • B&A uti l izes company discounted commercially availa ble shipping and del ivery services (e.g., FedEx, UPS, or USPS), as needed, for del ivery of hard copy materials, sig nifica ntly rec;Juci ng expenses. • Receipts for direct expenses can be provided upon req uest.
B
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Servl.:es
.
·. &Software GRANT RESEARCH, WRITING, & MANAGEMENT I 13