PROPOSAL FOR
RFP #23-015
GRANT SERVICES
CITY OF RIALTO
OCTOBER 21, 2022
1 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
APPROACH IN DELIVERING GRANT SERVICES
B
APPENDIX | EDITS TO PROFESSIONAL SERVICES
AGREEMENTF
TABLE OF CONTENTS
A
UNDERSTANDING OF CITY’S REQUEST FOR
PROPOSAL NEEDS
C
FIRM’S QUALIFICATIONS AND EXPERIENCE
D
FIRM’S RESOURCES
E
LOCAL BUSINESS PREFERENCE
ATTACHMENTS | REQUIRED FORMS
G
2 3190 Shelby Street, Bldg C, Ontario, CA 91764
T: (909) 890-9693 | F: (909) 890-9694 | www.koacorp.com
MONTEREY PARK ORANGE ONTARIO SAN DIEGO LA QUINTA CULVER CITY USA
NOV 2021-NOV 2022
Dear Ms. Simmons:
On behalf of KOA Corporation (KOA) and our team, I am delighted to submit our proposal for Grant Services for the City of Rialto. KOA has assembled a best-in- class team for this project. We believe our planning and engineering capabilities, expertise in multi-modal transportation, successful record of accomplishment in grant writing, and our working relationship with the City of Rialto establishes a strong baseline to provide grant services for the City, including those focused on transportation and sustainability.
Since 2010, KOA has written 73 grants, including for the Caltrans Active Transportation Program (ATP), RAISE, Local Partnership Program (LPP), Transportation Development Act (TDA) Article 3 (SB 821), Metro Call for Projects, Highway Safety Improvement Program (HSIP), SCAG Sustainable Communities Program, and many more. 50 of these applications have been successful, resulting in a success rate of 68%. We have secured more than $164 million because of these efforts.
KOA’s key personnel assigned to this project have a track record of success in grant writing and management. Our Project Manager, Mr. Michael Nilsson, AICP CTP, has over 20 years of experience with an outstanding track record leading and executing over $50 million in grant funding. He will be the point-of-contact with City staff and our team to ensure project tasks are equally supported with resources and staffing.
• Our Team’s Deputy Project Manager is Mr. Jonathan Raspa, AICP. Mr. Raspa has applied and managed grants totaling more than $46 million for both public and private sectors.
• I will be Principal-in-Charge and will be involved in critical decision-making processes for grant services through this effort, leveraging experience on more than 40 transportation planning, engineering, and grant-writing projects.
KOA guarantees that all contents of this proposal are valid for a period of 120 calendar days from the due date of the proposal.
Thank you for this opportunity to offer our services. As a firm Principal, I am authorized to bind the Proposer to the provisions of the RFP. Please contact me if you wish to discuss this proposal further or if you have questions regarding this submittal.
Sincerely,
KOA Corporation
Min Zhou, PE | CEO/President
DATE
October 21, 2022
TO
Ms. Shanita Simmons
Purchasing Manager
City of Rialto
150 S. Palm Avenue
Rialto, CA 92376
FROM AUTHORIZED
PRINCIPAL
Ms. Min Zhou, PE
CEO/President
1100 Corporate Center Drive
Suite 201
Monterey Park, CA 91754
(323) 260-4703
[email protected]
PROPOSED
PROJECT MANAGER/
MAIN POINT OF
CONTACT
Mr. Michael Nilsson, AICP
CTP
Director of Mobility Planning
(858) 300-8951
[email protected]
RFP #23-015
Grant Services
3 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
UNDERSTANDING OF THE INTENT OF THE RFP AND OF CITY’S EXPECTATIONS UPON
IMPLEMENTATION
KOA is familiar with the unique and intricate requirements of numerous Federal, State, regional, and local funding programs. Since 2010, KOA has secured over $164 million through 50 grant applications for cities and counties across Southern California. Our professional engineers and planners can ensure that proposed projects conform to Federal and State funding guidelines to meet or exceed the funding program’s selection criteria to justify a grant funding request. We will employ existing document templates, inter-agency contacts, and our comprehensive repositories of demographic, infrastructure, and GIS data to assist in the development of grant applications. Additionally, we have staff members who are experienced in providing a variety of outreach services, including conducting meetings with the community to obtain input and support for public infrastructure programs and projects.
KEY/CRITICAL ASPECTS OF THE POTENTIAL SERVICES
KOA will provide the following grant writing and management services as outlined in the RFP, including:
• Funding Needs Analysis
• Grant Funding Research
• Grant Funding Tracking Mechanisms
• Evaluation of Potential Funding Opportunities
• Perform Review of Specific Project Qualification Requirements • Grant Proposal Development
• Assist with Grant Administration
• Identify City Funding Goals and Priorities
• Identify Future Grant Opportunities
A detailed description of our approach to these services are described in greater detail in Section B of this proposal.
METHODOLOGIES
KOA has been building its grant support discipline since 2010. We are well-versed in the procedures and requirements for preparing grant research and applications. KOA is knowledgeable in the wide variety of funding opportunities available for public works projects. We will research potential grant opportunities for the City to pursue, in order to maximize its funding potential. We have already developed a database of funding opportunities categorized by federal, state, regional, and local grant funding for our planning projects and internal use. KOA will use this database as a starting point to explore additional funding sources and other project specific grant funding opportunities. Funding sources shall complement City project needs and allow for adequate time to prepare the grant application.
Step-by-step details to our grant application and management approach are also described in greater detail in Section B of this proposal.
SECTION A | UNDERSTANDING OF CITY’S REQUEST FOR PROPOSAL NEEDS 4 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
KOA is well qualified to provide grant writing,
management and research according to the scope of
services listed in the RFP.
FUNDING NEEDS ANALYSIS
WORK WITH CITY STAFF TO FACILITATE
MEETINGS WITH CITY DEPARTMENTS TO
ASSESS THE VALIDITY OF CURRENT FUNDING
PRIORITY AREAS AND IDENTIFY NEW
PRIORITY AREAS FOR FUNDING.
KOA will assess the City’s history and overall
capacity to research, apply for, obligate, and
manage grant funding for capital projects in the
City. This will include:
1. Assessing the existing staff capacity for grant
management (or management of consultants
providing grant management services) within
the City by individual department.
2. Reviewing a list of capital projects and/or
programs and related schedules and budgets
by individual department to determine an
overall set of projects that are both fiscally
constrained and broadly eligible for local, state,
or federal funding.
3. Help organize and clearly define roles within,
and external to, an individual City department
for a typical grant-funded project throughout
its application, obligation, and implementation
phases.
4. Develop a process for determining a “go/no-
go” process for both funding programs and
projects to strategically position the City and
its individual departments for a high rate of
success in funding pursuit and project delivery.
Deliverables for this assessment process
includes a memorandum summarizing findings
and recommendations. It may also include the
identification of forms or spreadsheet tools
that will aid in grant administration, program
or manual(s) of policies/procedures (MPPs)
outlining recommended workflows, or any
combination of the above to support the City’s
needs and its respective departments.
COORDINATE MEETINGS WITH COUNCIL
SUBCOMMITTEE TO CONFIRM PRIORITIES
After meeting with City departments on current and new
funding priority areas (based on City staff direction), KOA will then present priority projects and recommendations to the City of Rialto Council subcommittee. KOA will
take into consideration comments received from the
Council subcommittee. KOA will further discuss the
Council subcommittee comments with City departments.
Refinements to findings and recommendations of the
funding priority areas, as necessary, will be made and
confirmed with the Council subcommittee.
GRANT FUNDING RESEARCH
IDENTIFY GRANT OPPORTUNITIES FOR THE
CITY BASED ON IDENTIFIED PROJECTS AND
PRIORITIES
With extensive experience in grant writing, KOA
currently manages several on-call grant writing and
management contracts with municipal agencies across
Southern California. This includes current contracts
with the cities of Long Beach, Pasadena, Menifee, and
Huntington Beach. With every on-call grant writing and
management contract, KOA staff actively researches grant opportunities available for agencies, meeting with City staff members in advance of funding cycles coming out.
This proactive approach has resulted in the production
of many successful grant applications for agencies KOA
has worked with, including $50 million dollars awarded
to Los Angeles Department of Transportation (LADOT)
after KOA led the preparation of grant applications for Active Transportation Program (ATP) Cycles 4 and 5 for the agency. KOA will regularly monitor grant opportunities
with announcements/fact sheets distributed regularly.
PROVIDE GRANT FUNDING TRACKING
MECHANISMS AND FACILITATE REGULAR
UPDATES RELATING TO THE FUNDING
NEEDS ANALYSIS. THIS MAY INCLUDE:
• Monthly reports summarizing status of
opportunities, including status of submitted
applications
• Monthly meetings with key staff
• Communication to close feedback loop on grant
funding opportunities not pursued along with
evaluation
KOA staff will serve as the City liaison on project-
related activities, specializing in the production
and management of infrastructure grants. As the
SECTION B | APPROACH IN DELIVERING GRANT SERVICES
5 CITY OF RIALTO
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Examples of KOA’s experience in providing fact sheets on grant funding programs and projects 6 CITY OF RIALTO
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proposed grant writing support services firm, we will
be involved in all phases of grant research, writing
and management. This will also require that we
coordinate with City staff and consultants involved
in the project. As a part of the grant funding
tracking effort, KOA will:
1. Prepare staff reports, monthly progress
reports, agendas for Council meetings, and
presentations
2. Attend scheduled project development team
meetings
3. Coordinate with the City Attorney and other
City staff in order to assist in the preparation of
agreements/documents
4. Provide support for community relations and
the preparation of informational material
5. Coordinate with funding agencies on project
delivery and preparing funding requests
6. Prepare reimbursement reports
7. Coordinate with engineering teams and/or
technical services teams
8. Coordinate with environmental consultants
9. Provide evaluation on grant funding
opportunities not pursued
In regards to tracking grants pre-award, KOA maintains a comprehensive grant tracking spreadsheet that is updated on a regular basis and can be customized to the needs of an individual jurisdiction. It lists prospective federal, state, regional and local infrastructure funding opportunities that include the name of the grant opportunity,
funding agency leading the grant opportunity, timing
for grant workshops (if offered), estimated timing for
the grant’s Call for Projects, contact information for
grant representatives leading the management of the
grant program, and expected due dates for the grant
applications. Additionally, background information is
provided on the tracking spreadsheet from recent grant
award cycles. This includes the average grant award,
percentage of applications funded, types of projects/
plans/programs funded (e.g., bicycle/pedestrian
improvements, safe routes to school programs) and links to application guidelines (if available). The grant tracking spreadsheet helps provide guidance on which grant
programs to pursue for individual projects, maximizing
the chances of these projects getting funded. The grant tracking spreadsheet also tracks upcoming funding
opportunities, including those offered through the recent passage of the Bipartisan Infrastructure Law (BIL).
For tracking grants post-award for agencies, KOA has
experience in managing the CalSMART online reporting
tool through our on-call grant management experience
with agencies across Southern California. It is frequently used for quarterly reporting on SB-1 funded programs,
including the Caltrans Active Transportation Program. We also assist agencies in invoicing for grant reimbursement requests and closeout reports on grants once they are
completed.
SUPPORT THE EVALUATION OF POTENTIAL
FUNDING OPPORTUNITIES AND PROVIDE
RECOMMENDATIONS TO THE CITY
KOA will use a kick-off meeting to discuss strategic
decision-making about grant opportunities, including
assessing a project’s readiness to seek grant funding,
reviewing key project information like schedules, budgets, and scope, and ensuring that it meets the eligibility
requirements for the specific funding program. KOA has
developed several project/grant checklists and scenario evaluation tools to help drive decision-making when it
comes to matching up projects with potential funding
sources, and to evaluate any schedule impacts related to funding requirements.
PERFORM REVIEW OF SPECIFIC PROJECT
QUALIFICATION REQUIREMENTS
The KOA team can provide grant writing, management
and research for the following types of planning, program, and infrastructure grant applications through local, state and federal funding sources:
• Streets, Roads, Trails, Bridges, Public Right-of-Way
Accessibility
• Active Transportation, Mobility, Bike and Pedestrian
Right-of-Way
• Sustainability, Stewardship
• Transit
• Roadway Safety
• Integration of Land Use and Transportation
For instances where the client agency does not have
an existing plan to apply for funding, KOA extensively
researches available federal, state, and local grants,
reviewing grant guidelines and attending grant workshops (if made available by the funding agency). Based on the results of this research, KOA will present the viability of funding opportunities to the City for consideration.
7 CITY OF RIALTO
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Often, the agency enlists KOA’s services to apply for the available funding, once the agency chooses a path to take.
In some cases, KOA trains the agency’s staff in the process of researching and applying to various funding sources.
KOA has conducted this work for both large and small
agencies in the Southern California region.
GRANT PROPOSAL DEVELOPMENT -
PROVIDE GENERAL GRANT PROPOSAL
WRITING SERVICES ASSOCIATED WITH
THE COMPLETION OF APPLICATIONS,
INCLUDING THE COMPLETION OF
ABSTRACTS, NOTICES OF INTENT,
AND PRODUCTION OF APPLICATION
MATERIALS. PREPARE GRANT APPLICATION
PROPOSALS AND PACKAGES TO SUBMIT
TO THE AWARDING AGENCY, WHICH MAY
INCLUDE THE FOLLOWING SERVICES:
DEVELOPING OVERALL GRANT OUTLINE;
WORKING WITH APPROPRIATE CITY
DEPARTMENT/STAFF AND TEAM TO
DETERMINE WRITING ASSIGNMENTS,
INCLUDING PROVIDING A PREDICTION OF
HOW MUCH CITY STAFF TIME YOU EXPECT
WILL BE NEEDED AT THE BEGINNING OF EACH
PROJECT.
Since 2010, KOA has submitted 73 grant applications
through the following grant programs:
• California Active Transportation Program (ATP)
• USDOT TIGER/BUILD
• California Local Partnership Program (LPP)
• Transportation Development Act (TDA)
• Article 3 Senate Bill 821 Bicycle and Pedestrian
Projects;
• LA Metro Call for Projects
• Highway Safety Improvement Program (HSIP)
• SCAG Sustainable Communities Program
• Caltrans Systemic Safety Analysis Report Program
(SSARP)
• Caltrans Sustainable Communities Grant
• Caltrans Adaptation Planning Grant
• California Natural Resources Agency’s Urban
Greening Program
• Mobile Source Air Pollution Reduction Review
Committee Funding Program
• USDOT RAISE Grant
• USDOT Safe Streets and Roads for All (SS4A) Grant
• USDOT Reconnecting Communities Pilot (RCP)
Program
• CTC Environmental Enhancement and Mitigation
Program
• California River Parkways Program
KOA will deploy a detailed methodology on preparing
each grant application, leveraging our experience on
developing applications from the above grant programs.
GRANT APPLICATION DEVELOPMENT KICKOFF
KOA will start every grant application with a kick-off
meeting to listen and communicate, understanding the
City’s objectives around a particular project or grant
program, and sharing their recommendations on a
strategic approach for each funding pursuit. KOA will also prepare a summary of a funding opportunity’s goals and
objectives, program guidance, key dates and funding
amounts, and related agencies or stakeholders that should be engaged. KOA can help to develop grant fact sheets to share with staff and decision-making committees.
NARRATIVE DEVELOPMENT
When developing a grant narrative for infrastructure
applications, KOA will address a funding program’s
objectives and goals, and demonstrate how the project’s outcomes will meet those objectives and support program goals.
To support and complement the narrative, grant writing
staff will also draw on the analytical, engineering
design, and policy development experience that the
firm possesses. This will be employed both during the
application development, as well as during the final QA/ QC to assess the overall application and any potential
schedule or budget impacts from the grant that should be addressed. KOA’s expertise in both writing and managing grants, as well as managing the construction of projects with grant funding, can provide unique insight into how to deliver a project with grant funds.
DATA COLLECTION
Having the necessary data available on-hand will
be invaluable in telling a compelling narrative. Most
applications are only considered competitive with
sufficient data to backup claims. One of KOA’s first steps in preparing an application is to send a Data Request
Memo to the client to source agency-specific data to
support the grant application. At the same time, KOA will 8 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
also begin collecting publicly available data to support the application process. Some of the most widely utilized data sources that we have used in other infrastructure grant applications include:
• Census Bureau: KOA is familiar with incorporating
a variety of Census data, including American
Community Survey data, Public Use Microdata
samples, Longitudinal Employer-Household
Dynamics survey data, and North American Industry
Classification System business/workforce data to
establish the context of a project’s impact.
• Environmental/Equity: KOA has worked with a broad
collection of datasets and public assessment tools that help identify communities that are disproportionately
impacted by pollution, economic, or historic
disinvestment. The current funding environment
prioritizes projects that create equitable benefits, and KOA can incorporate data from the Healthy Places
Index, California Equity Atlas and CalEnviroScreen, or
even develop customized equity measures that are
sensitive to local context and needs.
• Geographic Information Systems (GIS): KOA’s long
experience in sourcing and analyzing spatial data
will support the integration of mapping and location
analysis into an application’s demonstration of
need and benefits. KOA can create compelling print
or web maps to clearly communicate a project’s
components, context, benefits and outcomes. KOA
can also incorporate web mapping applications
and tools to support outreach surveys and project-
specific data collection.
• Traffic & Collision Analysis: Transportation funding is often focused in improving the safety and mobility
of people in the public right of way. KOA has
decades of experience collecting traffic-related data,
including vehicle counts, infrastructure inventories,
demand modeling, speed surveys and trip
characteristics. KOA also has extensive experience
working with SWITRS and TIMS collision data, using
customized tools and GIS mapping to understand
local traffic safety and to recommend context-
sensitive countermeasures to reduce traffic collisions
on local streets.
DATA ANALYSIS AND MANAGEMENT
After obtaining data, KOA will conduct the necessary
analyses that will support the application narrative, with a focus on demonstrating how a project meets grant
selection criteria with outcomes that will achieve the
grantor’s objectives and goals. The data collection and analysis process will create a data-driven project context, helping to frame the needs and benefits through an equity lens to tell a meaningful story. KOA can also collect and analyze data to estimate the baseline and future benefits of the project if funded, and create customized measures of project need or benefits with a specific funding
program’s goals and objectives.
To better communicate analytical outcomes, KOA will also develop infographics, charts, or maps that enhance the
message and better demonstrate a project’s specific needs or benefits. The project team will take a multidisciplinary approach, complementing methodology and results with
compelling visual communication that will support an
application’s narrative.
Throughout the entire data collection and analysis
process, KOA will organize data into the appropriate
formats and database locations, facilitating both efficient management of the grant’s supporting data and creating
a streamlined handoff of all grant materials when the
application is completed.
WORKING WITH APPROPRIATE CITY
DEPARTMENT/STAFF AND TEAM TO
DETERMINE WRITING ASSIGNMENTS,
INCLUDING PROVIDING A PREDICTION OF
HOW MUCH CITY STAFF TIME YOU EXPECT
WILL BE NEEDED AT THE BEGINNING OF
EACH PROJECT
For each individual pursuit, KOA has several well-
established practices that ensure timely delivery of a
completed grant application. Prior to proceeding with
a grant application, KOA will prepare a detailed letter proposal that will outline tasks led by KOA with an line item budget. It will also identify items that are expected to be led by the City with estimates of agency staff time.
Once receiving an e-mailed notice to proceed from the
City, the KOA project manager will schedule regular check- in meetings to update City staff on progress, request
additional data or information as needed, and hand off
any analysis or deliverables for review. KOA will prepare a draft application schedule that charts out all key elements, including the scheduling of check-ins, deliverable deadlines and comment timeframes, development and solicitation of support letters, and final application submission.
SECTION B | APPROACH IN DELIVERING GRANT SERVICES
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When developing a grant application, KOA will typically lead in the development of all graphic and narrative
content. However, City staff are helpful in the providing the following information/assistance in the development of a grant application:
• Background on project/programs for which
funding is being sought for, including access to any
previously developed City Plans, design drawings, or
community engagement materials.
• While KOA will develop the letter of support
template, it is preferred that the City submit support
letter requests directly to stakeholder organizations
to maximize the number of responses.
• Review of grant application content developed by
KOA prior to application submission.
• On federal grant applications, it is expected that the City has current logins with grants.gov and SAMs.
gov and will ultimately submit grant application
through these logins. However, KOA can assist the
City in the grant application submission through an
online meeting.
TAKING THE LEAD IN SCHEDULING
MEETINGS, BRINGING TOGETHER
STAKEHOLDERS, AND OBTAINING
RELEVANT INFORMATION FROM MULTIPLE
STAKEHOLDERS.
In addition to having a full team of grant writers, KOA also can conduct a full range of online and in-person
engagement with stakeholders. This includes the
development of customized webpages, surveys, and
interactive GIS-based maps. In-person tools include the facilitation of community meetings, pop-ups at existing community events, and development of project factsheets to better inform stakeholders and the community.
ENSURING THAT ALL REQUIRED
COMPONENTS OF EACH PROPOSAL ARE
INCLUDED IN SUBMISSION; ENSURING
ADHERENCE TO GRANT EVALUATION
CRITERIA AND ENSURING EACH ENTIRE
GRANT PACKAGE IS TIMELY AND
CORRECTLY PREPARED AND SUBMITTED IN
ACCORDANCE WITH THE REQUIREMENTS
AND RESTRICTIONS OF ITS RESPECTIVE
FUNDERS’ PORTAL AND TECHNICAL
SUBMISSION REQUIREMENTS.
KOA’s project managers and staff will review each
deliverable before it is submitted, as well as a thorough review of all application documents. Application
documents will also be customized to match the City’s
branding, so that the project’s presentation and grant
application are consistent throughout.
In addition to project manager and City staff reviews,
KOA employs an additional level of QA/QC on every
project to ensure that its high professional standards are being met. Senior KOA staff outside of the project will review all deliverables for adherence to grant application requirements.
One of the ways that KOA successfully meets grant
program deadlines is to work backwards from the
application due date, incorporating fixed periods of time for deliverable preparation and City staff review. KOA will also leverage its established working relationships with City departments, as well as granting agency staff at the local and state level.
For each individual pursuit, KOA has several well-
established practices that ensure timely delivery of a
completed grant application:
• The KOA project manager will schedule regular
check-in meetings to update City staff on progress,
request additional data or information as needed,
and hand off any analysis or deliverables for review.
• KOA will prepare a draft application schedule that
charts out all key elements, including the scheduling
of check-ins, deliverable deadlines and comment
timeframes, development and solicitation of support
letters, and final application submission.
KOA’s approach to grant applications is to target
completion of the application and submission of all
materials 2-3 days before the application is due to the granting agency. By setting a higher standard on the
application schedule, each deliverable has the flexibility to allow for additional review, allowing for revisions to be incorporated that will improve an application and its competitiveness.
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PROVIDING BUDGET GUIDANCE AND
JUSTIFICATIONS IN ALIGNMENT WITH CITY
POLICIES AND PERSONNEL GUIDELINES
AND IN CONFORMANCE WITH GRANT
SOLICITATION REQUIREMENTS.
As a full-service firm that consists of transportation
planners, civil and traffic engineers and construction
management personnel, KOA is fully capable of
developing detailed cost estimates for infrastructure
projects with unit costs. These estimates are in line with current assumptions and industry standards in Southern
California, and are formatted in a way that directly comply with grant requirements. Our capability of incorporating civil engineers and other transportation specialists directly into the development of grant applications have resulted in the seamless implementation of grant-funded projects throughout Southern California.
EDITING DRAFT PROPOSALS FOR
CONSISTENCY OF MESSAGING, ENSURING
INTEGRATION OF GRANT REQUIREMENTS
AND SUCCINCTNESS PRIOR TO CITY FINAL
REVIEW AND SUBMITTAL TO FUNDER.
KOA’s approach to grant applications is to target a
complete draft of an application approximately 2-3 weeks prior to a grant application deadline for the City’s review, allowing for sufficient time to receive Staff comments.
KOA’s project managers and staff will review each
deliverable before it is submitted, as well as a thorough review of all application documents.
In addition to project manager and City staff reviews, KOA employs an additional level of QA-QC on every project
to ensure that its high professional standards are being met, with senior KOA staff dedicated to review draft
deliverables to ensure adherence to grant application
requirements.
After the application is submitted, KOA will assemble all application development materials, including documents
and images, datasets and analysis outputs, graphic design files and web assets. These will be packaged into a final deliverable, including the application itself, which can be incorporated into the agency’s project file for future use in grant administration, seeking additional funding, outreach efforts and final project delivery.
ASSIST WITH GRANT ADMINISTRATION
SERVICES AND REPORTING AS NEEDED.
KOA’s team is well versed in the policies and procedures of numerous grant programs and funding agencies,
including Caltrans’ Local Assistance program, FHWA’s
federal authorization process, California Transportation Commission program guidance, and Caltrans’ Local
Assistance Procedures Manual. KOA will coordinate
with the funding agencies on project delivery via email, phone calls, in-person meetings, or virtual meetings. Our past documentation of all forms of communication with
funding agencies has proven to be instrumental in our
successive experience with funding agencies.
KOA will document and memorialize all forms of
communication in a conversation log as opposed to
keeping track of e-mails and documents separately. This log may be provided to funding agency staff via email,
conference calls, SharePoint links, or meetings to ensure that any new funding agency staff is updated with their responsibilities and current project status.
As the federal government updates its procedures and
requirement for Grants.gov and SAM.gov, KOA can
also assist the City in how to best incorporate those
changes, while remaining responsive to new funding
opportunities. KOA can advise on how to best structure
grant administration staff to have access to Grants.gov, setting up and authorizing workspaces and facilitating
City staff access and administration so that grant research, application submission, quarterly progress (program
specific) and financial reporting (using the SF-425 form) are completed in a timely manner. KOA can also support
the Department in ensuring that the SAM.gov unique
entity identifier (UEI) update is incorporated on all of its future federal funding applications and reporting forms.
IDENTIFY DEMONSTRATED ABILITY TO
FULLY DEDICATE TO THE CITY’S FUNDING
GOALS AND PRIORITIES, ABILITY
TO ESTABLISH POSITIVE WORKING
RELATIONSHIPS WITH CITY STAFF AND
MEMBERS OF COUNCIL
Grant guidelines are regularly changing to meet the
evolving goals of legislation and funding agencies.
As a matter of course, KOA will also maintain lines of
communication with granting agency staff, City Staff and stakeholders, in order to answer any logistical or technical questions that may come up during the application’s
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development, ensuring that the application schedule
is maintained. KOA’s success with maintaining these
communication protocols are demonstrated in the dozens
of agencies we have provided grant management and
assistance services for throughout Southern California.
ABILITY TO PROACTIVELY IDENTIFY FUTURE
GRANT OPPORTUNITIES, ALIGN FUNDING
PRIORITIES AND ENSURE PROACTIVE
COMMUNICATION AMONG STAKEHOLDERS
THROUGHOUT THE GRANT FUNDING
CYCLE
KOA’s assessment process for the City will include
several focused meetings with City staff, support staff, management, and any other stakeholders that contribute
to a grant-funded project’s delivery. This will help
KOA staff understand the unique capacity or schedule
constraints that are otherwise preventing a streamlined, successful project delivery or grant management
experience. KOA will work with City staff to develop
strategies to overcome these constraints, helping the City to:
1. Set feasible timelines for project selection
and application preparation with new funding
opportunities, including steps to take with each new
funding opportunity.
2. Understand and incorporate funding requirements
into a project’s design, specifications, procurement
and delivery process, to avoid non-compliance.
3. Create effective grant management strategies and
tools to support staff during project delivery, grant
reporting, and reimbursement requests, including
grant program fact sheets, scenario evaluation and
reporting support tools.
4. Incorporate closeout requirements for grant-funded
projects, including final reporting, data collection,
and post-completion analysis, as part of all project
delivery schedules, ensuring that each program’s
statutory requirements are met.
DEMONSTRATED UNDERSTANDING
OF FEDERAL, STATE, CITY AND OTHER
GRANT FUNDING OPPORTUNITIES, THE
TECHNICAL NATURE OF GRANT WRITING
AND PROPOSAL DEVELOPMENT, AND
DEMONSTRATED ABILITY TO IDENTIFY,
PRIORITIZE AND PURSUE GRANT FUNDING
FOR MULTIPLE PROJECT PRIORITIES
KOA is familiar with the unique and intricate requirements of multiple infrastructure Federal, State, regional, and local funding programs. KOA’s grant application preparation
has secured $164 million dollars for our Clients through 50 grant applications for Cities across Southern California since 2010. Our professional engineers and planners
ensure that the proposed grant applications conform
to Federal and State guidelines and can be sufficiently justified for a funding request. We will employ existing document templates, interagency contacts, and our
accrued database of reference GIS shapefiles to assist
grant application narratives. Additionally, we have staff members who are experienced in providing community
outreach services, including conducting meetings within local communities to obtain input and support for public infrastructure programs and projects.
13 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
SECTION B | APPROACH IN DELIVERING GRANT SERVICES
SCHEDULE
The project schedule provided by KOA Corporation
outlines general time durations to develop standard types of infrastructure grant applications and grant management services. However, a specific project timeline for scope tasks will be determined upon assignment between the
City of Rialto and KOA. A narrative description of standard services KOA provides are provided below, with timeframe ranges for common grant application and management
tasks. Time ranges assume a project starts once receiving an official Notice-to-Proceed from the City of Rialto.
Development of a cost and scope proposal is not included in the time ranges presented below.
GRANT FUNDING NEEDS ASSESSMENT
APPROXIMATE TIME RANGE – 1-3 MONTHS PER
INDIVIDUAL CITY DEPARTMENT
KOA can research a department’s capacity to research,
apply for, obligate and manage grant funding for capital projects. This includes assessing staff capacity, reviewing a list of capital projects, helping to organize and define roles within and external to a City department, and develop a process for determining a “go/no-go” process for funding programs and projects.
LOW-LEVEL GRANT APPLICATION AND
DEVELOPMENT (GRANT APPLICATIONS UNDER
$1 MILLION DOLLARS )
APPROXIMATE TIME RANGE – 1-3 MONTHS
There are many opportunities to obtain grant funding
for infrastructure projects that are $1 million dollars and under. A low-level infrastructure grant application typically involves local, regional or state funds for lower-cost
infrastructure projects, or for programs and plans. Such grant applications usually involve a brief narrative followed by development of a scope of work, project timeline and project schedule. All information presented needs to align to the grant program’s goals and objectives. Applications may need to provide a local match and support letters
from local and regional community organizations,
although sometimes it is not required. Examples of low- level infrastructure grant applications KOA has prepared include applications in the SCAG Sustainability Grant
Program, Caltrans Highway Safety Improvement Program,
and the Caltrans Sustainable Transportation Planning
Grant Program.
MEDIUM -LEVEL GRANT APPLICATION AND
DEVELOPMENT (GRANT APPLICATIONS
BETWEEN $1 -$10 MILLION DOLLARS )
APPROXIMATE TIME RANGE – 2-4 MONTHS
A medium-level application for infrastructure projects
typically involves pursuit of local, regional or state funds of projects between $1-$10 million dollars. Depending on the type of grant program, applications may need to provide a local match, often 20% or less of the total funding amount.
Medium-level applications contain a range of narrative
questions, graphics and tables that support the application narrative, references to existing City policies, as well as obtaining support letters from community organizations
and local/regional agencies. All information presented
needs to state the alignment of the grant application
to the grant program’s goals and objectives. Grant
workshops are typically offered in advance of the Call for Projects for each grant cycle, which last approximately 3 months from the release of grant guidelines for the
funding program to the grant application deadline. Ideally, KOA prefers to work with agencies upon the release
of a funding program’s grant application guidelines to
allow for sufficient time to complete medium-level grant applications. Examples of medium-level infrastructure
applications KOA has prepared include the Caltrans
Active Transportation Program and the California Natural Resource Agency Urban Greening Grant Program.
Federal funding (including those in state-administered
grant programs) is commonplace in projects funded by
medium-level applications, sometimes requiring extensive reporting requirements and approvals from the California Transportation Commission.
HIGH-LEVEL GRANT APPLICATION AND
DEVELOPMENT (GRANT APPLICATIONS ABOVE
$10 MILLION DOLLARS )
APPROXIMATE TIME RANGE: 6 -8 MONTHS
A high-level application for infrastructure projects
typically involves pursuit of state or federal funds of projects above $10 million dollars, with funding awards of over $25-$50 million dollars commonplace. High-
level applications contain an extensive amount of
preparation, often requiring a minimum of 6 months
to prepare. A local match is often required, usually
covering 20% of the project cost or more. Support letters are recommended from regional, state, and national
representatives, complementing the project’s significance.
It is recommended that the City work with KOA in advance of the release of the grant application guidelines, which often times are released 3 months prior to the application 14 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
SECTION B | APPROACH IN DELIVERING GRANT SERVICES
deadline. In addition to the development of project
narratives, multiple graphics and tables augmenting text, information on high-level applications often needs to
be validated through the development of a benefit-cost
analysis. This analysis is a method that determines the future risk reduction benefits for a project and compares those benefits to its costs. The result is a Benefit-Cost Ratio (BCR). A project is considered cost-effective when the BCR is 1.0 or greater. Often times, a grant agency will dictate the methodology to be utilized for the benefit- cost analysis to ensure that measurements utilized are
consistent across grant application submissions for the funding program. KOA staff has recent experience in
preparing applications for the United States Department of Transportation’s (USDOT) Rebuilding American
Infrastructure with Sustainability and Equity (RAISE)
program. Once funding is received from these grant
programs, reporting is often extensive to ensure
compliance with all federal requirements.
GRANT MONITORING AND INTELLIGENCE
APPROXIMATE TIME RANGE: 1 -6 MONTHS. THE
LOWER END OF THE TIME RANGE IS OFTEN LIMITED
TO THE PACKAGING GRANT MATERIALS FROM AN
APPLICATION SUBMISSION, WHILE THE HIGHER
END OF THE TIME RANGE OFTEN INCLUDES
COMMUNICATION WITH A FUNDING AGENCY
THROUGH NOTIFICATION OF RECEIVING THE
GRANT AWARD.
After a grant application is submitted, KOA will assemble all application development materials, including
documents and images, datasets and analysis outputs,
graphic design files and web assets. These will be
packaged into a final deliverable, including the application itself, which can be incorporated into the agency’s
project file for future use in grant administration, seeking additional funding, outreach efforts and final project
delivery.
KOA will coordinate with the funding agencies on project delivery via email, phone calls, in-person meetings, or virtual meetings. Our past documentation of all forms of communication with funding agencies has proven to be
instrumental in our successive experience with funding
agencies.
KOA will document and memorialize all forms of
communication in a conversation log as opposed to
keeping track of e-mails and documents separately. This log may be provided to funding agency staff via email,
conference calls, SharePoint links, or meetings to ensure that any new funding agency staff is updated with their responsibilities and current project status.
ON-CALL GRANT RESEARCH
APPROXIMATE TIME RANGE: 6 -10 HOURS PER
MONTH, DEPENDS ON THE NUMBER OF GRANT
PROGRAMS TO RESEARCH.
KOA can regularly monitor relevant grant opportunities
for the City and its individual departments, attend grant program workshops, as well as develop informational fact sheets to inform staff of upcoming funding opportunities.
GRANT REPORTING AND MANAGEMENT
APPROXIMATE TIME RANGE: 1 -6 YEARS, WHICH
IS A COMMON DURATION FOR A GRANT -
FUNDED INFRASTRUCTURE PROJECT. PLANS
AND PROGRAMS ARE OFTEN IN THE LOWER -END
OF THE TIME RANGE, WHILE LARGER CAPITAL
IMPROVEMENT PROJECTS ARE IN THE HIGHER -END
OF THE TIME RANGE.
KOA will prepare miscellaneous monthly reports and assist City staff as needed. With KOA’s hands-on experience in the full lifecycle of a project, we understand that schedule can be a deciding factor in successful project development and delivery. For every grant application, KOA will work backwards from the submittal deadline, incorporating staff review times, key approvals, and realistic timeframes to set up the application for success.
KOA staff understand the importance of incorporating
funding requirements into a project’s schedule, including preparing grant submittals, environmental approvals,
and agency review times to avoid future delays or missed milestones during project delivery. KOA’s team is well
versed in the policies and procedures of numerous grant programs and funding agencies, including Caltrans’ Local Assistance program, FHWA’s federal authorization process, California Transportation Commission program guidance,
and Caltrans’ Local Assistance Procedures Manual.
15 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
FIRM’S BACKGROUND
Founded in 1987, KOA is a leading provider in traffic engineering, civil engineering, transportation planning, and construction management services for public agencies and private sector clients. We offer our clients technical knowledge, innovative solutions and responsive services. The hallmark of our success is our dedication to each and every project and our desire to leave a legacy of extraordinary contributions to our communities. Our staff includes certified transportation planners, registered civil and traffic engineers, project/ construction managers, and construction inspectors. With six offices located in Southern California, KOA has provided engineering services for some of the largest public works and transportation planning projects throughout California.
FIRM’S PRINCIPAL OFFICERS
The following people are authorized to bind KOA in a contractual agreement.
Jimmy Lin - Board Member | Managing Executive
Walter Okitsu - Board Member | Vice President | Principal Doug Yeh | Board Member | Vice President | Senior Engineer Giuseppe Canzonieri | Board Member | Vice President | Senior Engineer Arnold Torma | Board Member | Retired Employee
Min Zhou | Chief Executive Officer | President
Juan Gutierrez | Chief Financial Officer
Chuck Stephan | Vice President | Principal | Managing Director Joel Falter | Principal | Managing Director
SPECIFIC AND RELEVANT EXPERIENCE
KOA is familiar with the unique and intricate requirements of numerous Federal, State, regional, and local funding programs. Since 2010, KOA has secured over $164 million through 50 grant applications for cities and counties across Southern California. Our professional engineers and planners can ensure that proposed projects conform to federal and state funding guidelines to meet or exceed the funding program’s selection criteria to justify a grant funding request. We will employ existing document templates, inter-agency contacts, and our comprehensive repositories of demographic, infrastructure, and GIS data to assist in the development of grant applications. Additionally, we have staff members who are experienced in providing a variety of outreach services, including conducting meetings with the community to obtain input and support for public infrastructure programs and projects.
KOA will be providing all requested professional services. We do not anticipate the need for subconsultants at this time.
Detailed project information is provided on the following pages.
BUSINESS NAME
KOA Corporation
TYPE OF FIRM
S Corporation
STATE OF INCORPORATION
California
PROJECT OFFICE
LOCATION
1100 Corporate Center Dr.
Suite 201
Monterey Park, CA 91754
Tel: (323) 260-4703
Fax: (323) 260-4705
MAIN CONTACT
Mr. Michael Nilsson, AICP CTP
Director of Mobility Planning
(858) 300-8951
[email protected]
FIRM’S PRINCIPAL OFFICER
Ms. Min Zhou, PE
CEO/President
(323) 260-4703
[email protected]
TYPES OF SERVICES
Grant Application Preparation
Grant Management
Grant Administration
Civil Engineering
Traffic Engineering
Transportation Planning
Active Transportation
Highway & Transportation Design
Program Management
Construction Management
LOCATION OF OFFICES
Monterey Park | Orange
Ontario | San Diego
La Quinta | Culver City
SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
16 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
AGENCY CONTACT
City of Long Beach
Rachel Junken
Transportation Planner III
(562) 570-6173
[email protected]
CITY OF LONG BEACH | PACIFIC AVENUE CYCLE
TRACK, ATP CYCLE 5
LONG BEACH, CA
Grant Application for a Cycle Track | 03/2020-09/2020 | ATP Cycle 5 | $8,333,000 Awarded
KOA Corporation assisted the City by preparing an application to secure funding from the Call for Projects for the Active Transportation Program (ATP) Cycle 5. KOA worked with the City to identify a candidate project for the grant application as part of the services provided. The application included graphics, cost estimates, and letters of support. The scope of services included: coordination and project administration; preparation of narratives, GIS mapping, exhibits, and graphics; engineering concepts & cost estimation; and the assistance in obtaining letters of support and other outreach components of the applications. The City was awarded $8,333,000 for the design, construction and non-infrastructure project phases.
17 CITY OF RIALTO
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PROJECTS
SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
AGENCY CONTACT
Los Angeles Department of
Transportation
Margot Ocañas
Project Manager
(213) 928-9707
[email protected]
LADOT | ATP CYCLE 4 & 5 GRANT ASSISTANCE
LOS ANGELES, CA
Grant Application for Multiple Projects | 02/2018-03/2021 | ATP Cycle 4 & ATP Cycle 5 | $50,000,000 Awarded
For Active Transportation Program (ATP) Cycles 4 and 5, KOA provided grant writing assistance for 12 grant applications. Applications ranged from small to large projects, and covered quick build, infrastructure and planning projects. For each grant application, KOA collaborated with the LADOT team to understand the project’s background and discussed potential directions to develop project narratives. We worked closely with the LADOT team to collect all relevant data that could assist with the narrative development. For data that we weren’t able to retrieve from the client, we leveraged our transportation planning expertise to acquire the data, and performed supplemental analyses to further support project narratives. To develop truly unique and persuasive grant applications, KOA created informative fact sheets, 3D renderings, outreach packages, and a careful strategy to gather letters of support. As a result of our efforts, we helped the City win close to $50 million for much-needed pedestrian and bicycle infrastructure projects.
AGENCY CONTACT
City of Pasadena
Armin Kheirmand, PE
Associate Engineer
(626) 744-7224
[email protected]
CITY OF PASADENA | ALLEN STATION GOLD LINE
SAFETY ENHANCEMENT PROJECT
PASADENA, CA
Safety Planning and Grant Application | 03/2018-03/2019 | SCAG 2018 Sustainable Communities Program (SCP) | $500,000 Awarded KOA worked with the City of Pasadena to create a new street vision for Allen Avenue between Villa Street and Colorado Boulevard. The project involved developing a concept design that reflected neighborhood concerns by incorporating safety enhancements that improved walkability and enhanced connections to the Metro Gold Line station at Allen Avenue.
KOA and the City led outreach efforts, which included developing a project website, four community workshops, an intercept survey at the Allen station, and an online survey for the public to provide input. KOA provided engineering concept design plans and cost estimation. The proposed safety countermeasures included sidewalk and curb extensions, buffered bike lanes, high visibility crosswalks, a kiss-and-ride zone, improved landscaping and pedestrian lights, and more. In addition, KOA staff prepared 3D renderings that were used in the public outreach meetings.
The project gained much support from the local communities. The City is currently looking for funding to implement the project. A quick-build grant has been secured by the City from SCAG’s Sustainable Communities Program.
18 CITY OF RIALTO
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PROJECTS
SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
AGENCY CONTACT
City of Wildomar
Warren Repke, PE
Capital Projects Manager
(951) 677-7751
[email protected]
CITY OF WILDOMAR | SYSTEMATIC SAFETY
ANALYSIS REPORT (SSAR)
WILDOMAR, CA
SSAR | 02/2020-01/2021 | HSIP Cycle 10 | $375,200 Awarded KOA prepared a Systemic Safety Analysis Report (SSAR) that we then developed into a Local Roadway Safety Plan for the City of Wildomar. KOA analyzed the Crossroads collision data from the past five years to identify major collision types, patterns and high-collision frequency and rate intersections and roadway segments within the City. All the intersections and roadway segments within the City were ranked by collision frequency, crash rate and EPDO scores. Collision diagrams for high-risk intersections and roadway segments were prepared and a roadway safety audit was conducted to identify transportation safety issues. KOA proposed safety enhancement countermeasures, developing a list of safety projects and estimating the project cost. A list of recommended safety projects with competitive benefit-to-cost ratios were identified for HSIP Cycle 10 applications. The SSAR met all Caltrans requirements. Two of three prioritized projects were accepted for HSIP Cycle 10 funding.
AGENCY CONTACT
City of Cathedral City
John A. Corella, PE
Director of Engineering/Public Works
(760) 770-0327
[email protected]
CVAG | CATHEDRAL CITY ATP SAFETY PROJECTS
CATHEDRAL CITY, CA
ATP Improvements | 11/2019-06/2020 | ATP Cycle 5 | $5,556,000 Awarded
Under the implementation of Coachella Valley Association of Government’s (CVAG) regional ATP plan, the City of Cathedral City plans to enhance bicycle and pedestrian facilities citywide. KOA Corporation was selected by CVAG and Cathedral City to provide grant writing services for the development of an Active Transportation Program (ATP Cycle 5) grant application along three (3) Corridors: E Palm Canyon Drive, Cathedral Canyon Drive, and Date Palm Drive. These projects would help bridge critical gaps in the City’s active transportation network by focusing on developing connections from northern-mid Cathedral City to Downtown.
Improvements will also connect to future CV Link segments and access points, offering more convenient access to regional destinations across the Coachella Valley and neighboring cities like Palm Springs and Rancho Mirage. The KOA team was responsible for conceptual development, Environmental Clearance, Public Outreach, Final PS&E and Grant Application Assistance. The project helped the City win more than $5.5 million in grant funding.
19 CITY OF RIALTO
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PROJECTS
SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
AGENCY CONTACT
City of Anaheim
Jamie Lai, PE (currently at City of
Yorba Linda)
Director of Public Works/City Engineer
(714) 961-7170
[email protected]
CITY OF ANAHEIM | HSIP CYCLE 9 GRANT
APPLICATION
ANAHEIM, CA
Grant Application | 05/2018-08/2018 | HSIP Cycle 9 | $2,622,100 Awarded
Through our on-call contract with the City of Anaheim, KOA was retained to prepare three Highway Safety Improvement Program (HSIP) Cycle 9 Applications. The scope of services included analyzing intersections, providing count measures based on the existing conditions and collision evaluation, calculating b/c ratios for each potential project, project recommendations, application preparation, data collection, and final electronic submittal.
AGENCY CONTACT
City of San Bernardino
Michael Grubbs
Project Manager
(909) 384-5179
[email protected]
CITY OF SAN BERNARDINO | SYSTEMIC SAFETY
ANALYSIS REPORT (SSAR)
SAN BERNARDINO, CA
SSAR | 09/2017-09/2018 | HSIP Cycle 9 | $5,490,800 Awarded KOA assisted the City with the preparation of a grant application package, which was subsequently awarded under the Caltrans Systemic Safety Analysis Report (SSAR) Program. KOA was competitively awarded the consultant contract to complete the SSAR project and prepare a final SSAR/LRSP document. KOA completed a review of existing safety conditions, utilizing the SWITRS database. The project included an evaluation of safety countermeasures and a citywide inventory of 300 traffic signals, controller cabinets, intersection safety lights, flashers, mid-block crossings, and signage. The existing signal system review was used to provide a foundation for potential signal system upgrades or replacements based on age, application, and known deficiency, pertaining to existing standards and safety. The report analyzed current collision data, evaluated crash analyses, identified high-risk corridors and intersections, and included other safety analyses to identify preliminary safety project scopes and recommendations for utilizing traffic signals, street lighting, and signage upgrades, including dilemma zone detection as countermeasures.
20 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
PROJECTS
SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
AGENCY CONTACT
City of Menifee
Carlos Geronimo, PE
Principal Engineer
(951) 723-3722
[email protected]
CITY OF MENIFEE | GRANT MANAGEMENT
MENIFEE, CA
Grant Management | 01/2017-06/2022 | SB 821 Bike and Pedestrian Program Call for Projects | $499,765
Since 2017, KOA has managed three HSIP projects and one SSARP-funded project for the City. The HSIP effort required constant coordination between the City and Caltrans to facilitate the completion of exhibits; completion of required forms pertaining to environmental clearance, right of way certification, and authorization to proceed with construction; preparing invoices for reimbursement; and responding to questions or concerns throughout the process. We have conducted monthly progress meetings to discuss status, deadlines, and other potential grant pursuits.
KOA has also assisted in reviewing language for new grants and project submittals prepared by the City and provided comments.
AGENCY CONTACT
City of Rialto
Azzam Jabsheh, PE, TE, PTOE
(currently at City of San Bernardino)
Traffic Engineer
(909) 384-7251
[email protected]
CITY OF RIALTO | GRANT WRITING SERVICES
RIALTO, CA
Grant Applications | 01/2017-10/2017 | Caltrans Sustainable Communities | $5,900,000
Over the past four years, KOA has provided the City with grant-writing services for multiple funding programs, winning more than $5.9 million for the following planning and infrastructure projects: 1) Alder Avenue and Randall Avenue Roadway Improvements Project (Local Partnership Program) - this grant funded pedestrian, bicycle, and vehicle improvements to two corridors within the City to expand capacity and better accommodate active transportation; 2) Climate Adaptation Plan with Transportation Integration (Adaptation Planning Grant) - this grant funded the preparation of a citywide climate adaptation plan to, among other goals, increase city resiliency against vulnerabilities such as fires and floods; 3) Terra Vista Drive Neighborhood Safe Routes to School (Active Transportation Program) - this grant funded walking and biking improvements near two schools in Rialto in a disadvantaged community; 4) Pacific Electric Trail Expansion Feasibility Study (Sustainable Communities Grant) - this grant funded a planning study to extend the existing 20-mile Pacific Electric Trail to Downtown Rialto. 21 CITY OF RIALTO
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SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
KEY STAFF
RESUMES
The resumes of key proposed staff are presented on the pages that follow.
ORGANIZATIONAL CHART
The organizational chart below reflects our team organization, and individual staff assignments/responsibilities. Grant analysis includes assistance on all grant writing and management tasks mentioned in the scope of work.
PRINCIPAL-IN-CHARGE
Min Zhou, PE
GRANT ANALYSIS
Frank Barrera, RSP1
Task Leader
Support
Ali Shahzad, PE
Jonathan Louie, PE
Clyde Prem, PTP
Ryan Kelly, PE
Daniel Hendricks, EIT
Armin Jorgenson
David Mariscal
PROJECT MANAGER
Michael Nilsson, AICP CTP
DEPUTY PROJECT MANAGER
Jonathan Raspa, AICP
Eric Tsay
Task Leader
Support
Sarai Osorio
Thomas Chalmers
Alberto Salgado
Eunju Jung
GRAPHICS/
GIS SUPPORT
22 CITY OF RIALTO
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SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
MICHAEL NILSSON, AICP CTP
PROJECT MANAGER | DIRECTOR OF MOBILITY PLANNING
Michael Nilsson is Director of Mobility Planning at KOA. Michael Nilsson has over 20 years of experience and has written more than 35 successful grant applications. He has managed a diverse portfolio of over 20 federal, state, and locally funded grant projects, with a focus on transportation policy and infrastructure. Through his experience in the public sector, Michael has created scopes of work for grant projects, prepared requests for proposals, led the candidate selection processes for procurements, and negotiated and administered consultant contracts. As the city’s liaison to grant agencies, he focused on keeping projects on time and on budget and submitted required grant reports to agency representatives. Michael also maintained open communication between agency representatives and city staff, adjusting funding agreements as needed to ensure the best possible outcome for each project.
Michael has also secured over $50 million of planning and infrastructure improvements through competitive grants, including those associated with Caltrans, SCAG, California Natural Resources Agency, and Strategic Growth Council. Since joining KOA, Michael has continued his focus on funding transportation improvements in a proactive fashion to facilitate implementable projects. In addition to being a key player on numerous award-winning projects, he is also a reputable speaker at various industry organizations.
RELEVANT EXPERIENCE
ATP Cycle 6 Grant Applications
Project Manager. Michael is currently leading all aspects of grant application development for Jurupa Valley, Upland and Riverside County, producing a total of six grant applications. Additionally, Michael is also assisting in the review and graphic development for Long Beach.
City of Glendale, Clean California Grant Program Applications Project Manager. Through an existing on-call contract KOA has with the City of Glendale, Michael led the preparation of two grant applications, securing $10 million dollars for the beautification of the San Fernando Road corridor and for a network of permeable alleys throughout the City.
City of Glendale, Harvard-Louise Green Streets*
“Project of the Year” from American Public Works Association So Cal Chapter Grant Writing and Management Lead. As Senior Mobility Planner for the City of Glendale, Michael Nilsson successfully pursued and obtained $997,900 in Proposition 84 Urban Greening Project Grant funding for the city’s first complete- and green-streets project, which is strategically located across from the Glendale Central Library and the “Americana at Brand” mixed-use complex. The project combines multimodal infrastructure improvements with enhancements to water quality and stormwater management. Awarded funds provide curb extensions, bioswales, mid-block crossings, sharrows and bike lanes, and additional landscaping to the 1.1-mile project area. Overall, the project offers multiple benefits, especially improved water and air quality
EDUCATION
BS, Urban and Regional Planning,
California State Polytechnic
University, Pomona
CERTIFICATIONS
American Institute of Certified
Planners (AICP), #019327
AICP Certified Transportation
Planner (CTP)
PROFESSIONAL
AFFILIATIONS
American Planning Association
(APA), Member
*Experience with previous firm
23 CITY OF RIALTO
RFP #23-015 GRANT SERVICES
and increased safety for all modes of transportation. Michael and Community Development staff conducted community outreach for the project, including the Harvard and Louise Green Streets Expo held in October 2015, which contained a street closure with a full-size demonstration of green street improvements. Construction on the project started in mid- 2016, and was completed in late summer 2017.
City of Long Beach, Active Transportation Grant and Outreach Assistance* Project Manager. Through an on-call consultant contract, Michael Nilsson led the development of an outreach program implementing components of the Long Beach Bicycle Master Plan. This included developing outreach materials and surveys to inform the public about the proposed Orange Avenue Class IV Protected Bikeway, which is outlined as a key cross-town route and backbone bikeway in the City’s Bicycle Master Plan. After this engagement was conducted, Michael assisted the City in the development of an ATP Cycle 4 Grant Application for the Orange Avenue Class IV Protected Bikeway, successfully obtaining $13.8 million dollars in grant funding for the City. Michael also assisted the City in the development of a Caltrans Sustainable Transportation Planning Grant Application for an integrated land use and transportation plan in North Long Beach, successfully obtaining $730,000 in grant funding for the City.
City of Glendale, On-Call Grant Assistance Services*
Project Manager. Michael Nilsson provided grant management and project management assistance for the City of Glendale’s Urban Design and Mobility Planning Division through an on-call consultant contract. As part of the contract, responsibilities included assistance with securing transportation funding as well as project management assistance to advance existing and newly funded transportation projects. Michael successfully obtained over $300,000 in grant funding for the City through the Caltrans Sustainable Transportation Planning Grant Program as well as developed Request for Proposals for funded City of Glendale transportation and land use planning efforts.
Metropolitan Transportation Commission Cycle 5 ATP Grant Assistance* Grant Writing Editor. Michael Nilsson provided grant application assistance for the Metropolitan Transportation Commission on the ATP Cycle 5 Richmond-San Rafael Bridge Marin Gap Closure grant application. The project included funding for a bikeway that would close a critical gap along the existing bridge path that would allow for an uninterrupted connection across the San Francisco Bay from Richmond in Contra Costa County to San Rafael in Marin County. As part of the project, Michael was the lead editor of grant application content and managed the development of graphics for the application. The project team successfully obtained over $4.3 million dollars in grant funding for the Metropolitan Transportation Commission.
City of Glendale, Active Transportation Grant Writing*
Project Manager. As Senior Mobility Planner for the City of Glendale, Michael led the development of 3 successful grant applications for Cycle 1 of the Caltrans Active Transportation Program, with $2.6 million dollars in funding obtained for the City. Funded projects included a Citywide Pedestrian Plan, a Citywide Safety Education Initiative, and Safe Routes to School Infrastructure Improvements adjacent to Hoover High School, Keppel Elementary School and Toll Middle School.
TIGER Grant Application for Glendale-Los Angeles Garden River Bridge (Glendale Narrows Riverwalk)* Project Planner. Michael was part of a multi-disciplinary staff team representing the City of Glendale to obtain funding for a bicycle and pedestrian bridge across the Los Angeles River, connecting the Riverwalk trail in the City of Glendale to the Los Angeles River bicycle path and Griffith Park in the City of Los Angeles. As part of the grant application, Michael constructed application narratives and assisted in stakeholder coordination. Preparation of the grant application resulted in setting the groundwork for securing Proposition C, Measure R Sub-Regional Highway and Proposition 68 funding.
Bridge construction is anticipated to be completed in 2028.
Michael Nilsson, AICP CTP | Project Manager – Page 2
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SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
MIN ZHOU, PE
PRINCIPAL-IN-CHARGE | CEO/PRESIDENT
Min Zhou has 28 years of transportation engineering and planning experience with both private consultant companies and public agencies. She is knowledgeable in roadway design, traffic design, transportation modeling and studies, non-motorized transportation, database management, and statistical analysis. Ms. Zhou has been instrumental in developing KOA’s qualification for grant writing and grant management. Ms. Zhou has reputation of attention to detail and good client management. She has successfully managed hundreds of large and small contracts on schedule and under budget.
RELEVANT EXPERIENCE
• POLB Coastal Bike Trail Connector ATP Cycle 2 Grant Application • POLB South Waterfront/Pier J Bike and Pedestrian Path Grant Management
• POLB Coastal Bike Trail Connector Metro 2015 Call for Projects Application
• Grant Management for the Port of Long Beach and cities of Menifee, Yorba Linda, and South Pasadena
• City of San Bernardino HSIP Cycle 9 Advanced Dilemma Zone Detection Project and Grant Application
JONATHAN RASPA, AICP
DEPUTY PROJECT MANAGER | SENIOR ASSOCIATE PLANNER
Jonathan Raspa is a transportation planner with extensive experience preparing grant applications and managing awarded funds on large construction projects. Previously employed with the Port of Long Beach, Jonathan oversaw the successful management of multiple federal and state transportation grants awarded to capital projects at the Port. He was also a team member/project manager responsible for the preparation of TCEP, BUILD, INFRA, and PIDP grant applications. Additionally, Jonathan has broad experience working with Caltrans’ Local Assistance division on all aspects of grant-funded projects, and in-depth understanding of the requirements to deliver projects in partnership with Federal and State funding agencies.
RELEVANT EXPERIENCE
• POLB Terminal Island Wye PIDP Grant Application & Management* • POLB 4th Track at Ocean - TCEP Grant Application & Management* • POLB Double Track from Pier G to J*
• City of Long Beach Shoreline Drive Reconnecting Communities Grant Application
• City of Long Beach Willow Street SS4A Grant Application • City of Corona Ontario Avenue RAISE Grant Application
EDUCATION
MS, Civil Engineering,
Michigan State University
MS, Urban Planning, School of
Architecture, Tsinghua
University, Beijing
BS, Urban Planning, School of
Architecture, Tongji University,
Shanghai
REGISTRATIONS
Professional Engineer (PE),
Civil, CA #66448
EDUCATION
MA, Masters of Urban and
Regional Planning (MURP),
California Polytechnic University,
Pomona
CERTIFICATIONS
American Institute of Certified
Planners (AICP), #32860
*Experience with previous firm
25 CITY OF RIALTO
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SECTION C | FIRM’S QUALIFICATIONS AND EXPERIENCE
FRANK BARRERA, RSP1
GRANT ANALYSIS TASK LEADER | SENIOR PLANNER
Frank Barrera has 16 years of experience in the transportation planning and engineering field. He specializes in transportation planning, traffic engineering, data analysis, and feasibility studies, including Safe Routes to School (SRTS) and Active Transportation Program (ATP) studies. Frank has successfully managed multiple SRTS and ATP projects, various sign inventory and database management projects, and SSAR projects. He has extensive experience in traffic calming and safety improvement projects and conducts traffic control device audits for SRTS and ATP projects.
RELEVANT EXPERIENCE
• POLB Pier J Bike and Pedestrian Path Grant Management • Port of Long Beach Ocean Boulevard Connector – ATP Cycle 2 Grant Application
• City of South Pasadena HSIP and SSARP Grant Applications • City of Westminster ATP Grant Applications
• City of Banning Bicycle And SRTS Improvements Project – ATP Cycle 2 Grant Application
• City of Wildomar Grand Avenue Bike Improvements & Multi-Purpose Trail Improvements Projects & ATP Cycle 3 Grant Application
• City of Long Beach ATP Cycle 6 Grant Application
EDUCATION
MS, Transportation Engineering,
California State Polytechnic
University, Pomona
BS, Urban and Regional Planning,
California State Polytechnic
University, Pomona
CERTIFICATIONS
Road Safety Professional 1
(RSP1)
ERIC TSAY
GRAPHICS/GIS SUPPORT TASK LEADER | SENIOR ASSOCIATE
PLANNER
Eric Tsay has five years of transportation experience. Eric’s experience includes active transportation planning, bikeway master plans, trails master plans, safe routes to school plans, socioeconomic evaluation, and project graphics. He is well versed with use of GIS, and design tools such as Sketchup 3D.
RELEVANT EXPERIENCE
• City of Upland ATP Cycle 6 Grant Application
• City of Jurupa Valley ATP Cycle 6 Grant Applications
• City of Twentynine Palms Grant Application
• County of Riverside Grant Applications
• City of Long Beach ATP Cycle 6 Grant Application
• City of Glendale Clean California Grant Applications for San Fernando Road and Permeable Alleyways
• City of Encinitas Active Transportation Plan
• Imperial County Active Transportation
• City of Indio Multi-Modal Hub Feasibility Study and Design • SBCTA Metrolink Active Transportation Accessibility Improvements Project
EDUCATION
Graduate Diploma, Geographic
Information Science and
Technology (GIST), University of
Southern California, Los Angeles
BA, Geography, Urban and
Regional Planning, University of
California Los Angeles
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JONATHAN LOUIE, PE
GRANT ANALYSIS SUPPORT | SENIOR ENGINEER
Jonathan Louie has 26 years of traffic engineering and transportation planning experience involving traffic impact assessments, site access and circulation design, parking layout design, public transport strategy, transit-oriented developments, neighborhood circulation, pedestrianization, trip generation monitoring, and transportation demand management (TDM) programs.
His experience also includes development and application of a wide range of microscopic and macroscopic traffic simulation models as well as travel demand forecasting models. Jonathan has been the technical lead on projects requiring broad, multi-disciplinary knowledge of engineering, planning and public relations. He has provided support to environmental assessment, site plan approval, land use zoning and rezoning, and special-purpose districts, and is experienced in working with multi-disciplinary consultant teams.
RELEVANT EXPERIENCE
• Alameda Corridor-East (ACE) Traffic Study and Concept Plans for Phase II Rail-Road Grade Separation Project, Los Angeles County
• City of Los Angeles LA Street Civic Building Environmental Impact Report Traffic Impact Study
• City of Moorpark Moorpark Civic Center Environmental Impact Report Traffic and Parking Impact Study
EDUCATION
MS, Civil Engineering
(Transportation), University of
California, Irvine
BS, Civil Engineering
(Transportation & Structure),
University of California, Irvine
REGISTRATIONS
Professional Engineer (PE),
Traffic, CA #2415
ALI SHAHZAD, PE
GRANT ANALYSIS SUPPORT | MANAGING DIRECTOR
Ali Shahzad brings 26 years of experience with a strong working knowledge of traffic and civil engineering, specializing in traffic signal system design and principles, signal operations, Intelligent Transportation Systems (ITS), and construction inspection. His project experience consists of project management and oversight from the concept to the design stage and through construction. He has worked on several HSIP and ATP grant applications, including administration of grant funds and design management of grant funded projects. His experience specifically includes traffic signal design and modification plans, roadway striping and signage design, all types of traffic safety studies, traffic control investigations, accident analysis, traffic calming, signal timing and coordination, street lighting design, signal interconnect, traffic control plan design, and traffic impact studies.
RELEVANT EXPERIENCE
• City of Escondido, Escondido Creek Trail Signalized Bike/Pedestrian Crossing at El Norte Parkway Project*
• City of Escondido, Escondido Creek Bikeway Missing Link Project* • City of Escondido East Valley Parkway HSIP Cycle 7
• Eastvale HSIP Cycle 10 - Citywide Retroreflective Backplates on Traffic Signal Indicators
EDUCATION
BS, Civil Engineering, San Diego
State University
REGISTRATIONS
Professional Engineer (PE),
Traffic, CA #2295
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CLYDE PREM, PTP
GRANT ANALYSIS SUPPORT | SENIOR PLANNER
Clyde Prem is a Senior Planner for KOA. He has more than 30 years of transportation experience. Clyde’s experience includes project management, corridor studies, regional transportation plans, complete streets analysis, bicycle and pedestrian planning and transit planning. He brings experience with completing alternatives analysis, CEQA, transit operations plans, multimodal hubs and parking analysis. He is well-versed with use of public involvement techniques to develop consensus plans. He has published articles and been a speaker at numerous national and regional transportation conferences.
RELEVANT EXPERIENCE
• City of Palm Desert ATP Cycle 6 Grant Application
• City of Twentynine Palms ATP Cycle 6 Grant Application • City of Menifee Grant Management Services
• City of Desert Hot Springs HSIP Grant Applications
• City of Barstow Active Transportation Program (Cycle I) Funding • Western Riverside Council of Governments (WRCOG) On-Call Transportation Planning Services
• Desert Hot Springs Palm Drive System Safety Analysis Report (SSAR) • SBCTA Metrolink Active Transportation Accessibility Improvements • City of Poway Local Road Safety Plan (LRSP)
RYAN KELLY, PE
GRANT ANALYSIS SUPPORT | SENIOR ENGINEER
Ryan Kelly has worked in the field of traffic engineering and transportation planning since 2001. He has managed traffic engineering design projects, including those requiring coordination with multiple agencies. Ryan has performed parking demand and shared parking analyses, traffic operations analyses, traffic signal warrant analyses, construction traffic impact analyses, vehicle queuing calculations, sight distance analyses, and on-site circulation and safety reviews. He has also been responsible for parking demand studies, access surveys, and supervising empirical data collection.
RELEVANT EXPERIENCE
• City of Pasadena North Fair Oaks Avenue Corridor Clean California Grant Application
• City of Beverly Hills On-Call Engineering
• UCLA Long Range Development Plan Amendment, Westwood
• City of Los Angeles Century Plaza Mixed-Use Development Shared Parking Analysis
• The Jeff Hotel
• City of Los Angeles 11631 Victory Boulevard Medical Facility • Hai Tech Collision Study
• City of Culver City Entrada Creative Office
EDUCATION
MS, Urban Planning and
Transportation, University of Illinois
at Urbana-Champaign
BS, Economics, University of Iowa
CERTIFICATIONS
Professional Transportation Planner
(PTP)
EDUCATION
MS, Transportation Engineering,
University of Texas, Austin
BS, Civil Engineering, University of
Massachusetts, Amherst
REGISTRATIONS
Professional Engineer (PE),
Traffic, CA #2547
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DANIEL HENDRICKS, EIT
GRANT ANALYSIS SUPPORT | ASSOCIATE PLANNER
Daniel Hendricks has contributed to the preparation of numerous transportation and circulation studies for a wide range of development projects, including residential, commercial, and institutional land uses throughout the County of Los Angeles and beyond. His involvement in recent projects has included evaluating the operations of transportation facilities using a variety of analyses, such as intersection capacity, residential roadway segment, and freeway mainline and off-ramp facility analyses. Daniel has assisted in the preparation of traffic signal warrant analyses, parking demand studies, and transportation demand management (TDM) programs for multiple development projects. He also has experience utilizing traffic analysis and simulation software, including Synchro/SimTraffic, Traffix, and Highway Capacity Software (HCS).
RELEVANT EXPERIENCE
• City of Upland ATP Cycle 6 Grant Application
• City of Jurupa Valley ATP Cycle 6 Grant Applications
• City of Pasadena North Fair Oaks Avenue Corridor Clean California Grant Application
• UCLA Westwood Village Bikeway Gap Closure
• City of Needles Transportation Element Update
EDUCATION
MURP, Master of Urban Planning,
Mobility and Transportation
Planning, University of Southern
California
BS, Environmental Chemistry,
University of California, San Diego
BA, Urban Studies and Planning,
University of California, San Diego
ARMIN JORGENSON
GRANT ANALYSIS SUPPORT | ASSOCIATE PLANNER
Armin Jorgenson is an Associate Planner at KOA. He is a mission-driven, conceptually oriented individual who aspires to use urban infrastructure as a means to alleviate social inequities and enhance the availability of sustainable transportation modes. He is proficient in using ArcGIS Pro, ArcGIS Online, FieldMaps, SPSS, SQL, and Python. In his most recent position he served as Transit Planning Intern at Omitrans. In this position he wrote grant applications on behalf of several cities in San Bernardino County for adding benches, shelters, and ADA-compliant landing areas.
RELEVANT EXPERIENCE
• City of Twentynine Palms Grant Application
• County of Riverside Grant Applications
• City of Long Beach ATP Cycle 6 Grant Application
• Omnitrans Grant Applications for Bus Shelters and Amenities for Multiple Cities*
• Omnitrans Stops and Routes Mapping in ArcGIS Pro for Grant Applications*
EDUCATION
BS, Civil Engineering
(Transportation/Traffic
Engineering, Water Resources
Engineering, Hydraulic/
Hydrologic Design), University
of California, Los Angeles
REGISTRATIONS
Engineer-In-Training (EIT),
CA #169447
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SARAI OSORIO
GRAPHICS/GIS SUPPORT | ASSOCIATE PLANNER
Sarai Osorio is an Associate Planner for KOA. In her previous role, she met with clients to identify and develop land-use plans that meet requirements for neighborhood growth which has prepared her to work well in teams that work to prepare and submit technical proposals and reports. Additionally, she has extensive experience using her facilitation skills to serve vulnerable and underserved populations. During her time with KOA, she has utilized her community outreach skills, graphic visualization skills, and fluency in Spanish to guide the development of various project types in their early stages. Sarai has also used her creative skills to enhance outreach materials for ATP/SRTS/ tactical urbanism demonstrations.
RELEVANT EXPERIENCE
• City of Orange North Tustin Street Specific Plan
• SCAG Costa Mesa Pedestrian Plan
• City of Colton Local Roadway Safety Plan (LRSP)
• SCAG Palm Springs Pedestrian and SRTS Master Plan
• City of Ontario Multi-Modal Transportation Center
• City of Rancho Cucamonga Local Roadway Safety Plan (LRSP)
EDUCATION
MS, Urban Planning, Harvard
Graduate School of Design
BA, Sociology, Minor in Urban
Planning, University of California,
Los Angeles
DAVID MARISCAL
GRANT ANALYSIS SUPPORT | ASSOCIATE PLANNER
KOA
David Mariscal is an Associate Planner for KOA. He is a confident networker, writer and public speaker with strong analytical skills. He has extensive experience in leading discussions on zero-emissions policies; providing analytical support for various projects including clean transportation, plastics, and natural working public lands; and developing effective community outreach strategies. David is an essential team member, and will bring his community outreach expertise to this project.
RELEVANT EXPERIENCE
• Urban Land Institute | Participated and contributed to a ULI Technical Advisory Panel (TAP) on the revitalization of the North Broadway Corridor in the Lincoln Heights neighborhood.
• Better World Group | Subject matter expert on California zero-emission light-, medium- and heavy-duty vehicle regulatory policy. • Consensus Inc. | Coordinated with clients to develop effective community outreach strategies focused on building mutually beneficial and transparent relationships with local stakeholders for proposed housing, commercial and environmental remediation projects. • Consensus Inc. | Led door-to-door community walks to collect direct feedback from residents and maintained digital databases tracking community support levels.
EDUCATION
MA, Urban Planning, University of
Southern California
BA, Urban Environmental Policy,
Occidental College
SKILLS/TRAINING
ERSI ArcGIS, Trello, Nation Builder
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ALBERTO SALGADO
GRAPHICS/GIS SUPPORT | ASSOCIATE PLANNER
Alberto Salgado is a transportation planner with a foundation in traffic impact studies and traffic assessments for small and large scale developments.
Analysis includes TOD, mixed-use residential, hotels, restaurants, coffee shops and retail as well as construction impact analysis for institutional and utility projects. Currently, Alberto is working on a parking Study for the City of San Fernando, a Freight Study for the County of Los Angeles and the General Plan Update for the City of San Bernardino. In the past, Alberto has also worked in First Last Mile projects for unincorporated communities in the County of Los Angeles including East Los Angeles, and West Whittier-Los Nietos documenting conditions for walking and biking near new proposed Metro Gold line Stations. Further experience includes data analysis for LRSP and SSARP projects, for jurisdictions such as El Monte, Fontana, Paramount, Diamond Bar, Azusa, and the County of Los Angeles. Alberto has also worked on construction management projects, conducting construction observation.
RELEVANT EXPERIENCE
• City of Manhattan Beach Local Roadway Safety Plan
• City of Pico Rivera Systemic Safety Analysis Report (SSAR) • City of Pasadena North Lake Avenue Traffic and Pedestrian Safety Enhancement Plan
EDUCATION
BS, Urban and Regional Planning -
Infrastructure and Transportation
Option, California State Polytechnic
University, Pomona
Minor, Architecture, Natural
Sciences, and Humanities, Pasadena
City College
THOMAS CHALMERS
GRAPHICS/GIS SUPPORT | ASSOCIATE PLANNER/GIS SPECIALIST Tom Chalmers has seven years of experience in geographical sciences and geographic information science (GIS). He understands the complexity of each phase of a transportation study, from field data collection, to analysis/quality control, and finally preparing a wide range of final deliverables. Tom has a sharp eye for detail to be able to run these studies and manage large groups of people effectively and accurately. He excels in creating and managing project workflows, particularly in engaging others in the finer details of data. Tom utilizes his GIS experience to streamline processes, manage large datasets, and create appealing and easy to understand visuals. He also uses this background to assist in the development of internal applications.
RELEVANT EXPERIENCE
• County of Riverside Grant Applications
• City of Long Beach ATP Cycle 6 Grant Application
• City of Huntington Beach Local Road Safety Plan (LRSP) • SCAG Costa Mesa Pedestrian Plan
• City of Victorville Local Roadway Safety Plan (LRSP)
• City of San Bernardino Local Roadway Safety Plan (LRSP) • City of Colton Local Roadway Safety Plan (LRSP)
EDUCATION
MS, Geographic Information
Science, California State University,
Long Beach
BS, Geographical Sciences, Minor in
GIS, University of Maryland,
College Park
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EUNJU JUNG
GRANT WRITING/RESEARCH SUPPORT | ASSOCIATE PLANNER
Eunju Jung is a passionate Associate Planner at KOA. She has numerous experiences conducting quantitative, qualitative and spatial analyses from diverse sectors. In this role, she is responsible for GIS mapping, traffic impact analysis, and active transportation grant proposals. She has worked on projects addressing active transportation, complete streets, and safe routes to school. She is interested in multimodal transportation and equal opportunities for mobility.
RELEVANT EXPERIENCE
• City of South El Monte Rush Street Corridor Enhancement Plan • City of Pasadena 710 N Stub Transitional Project
• City of South Gate ATP Cycle 6 Grant Assistance
• LADOT ATP Grant Applications*
• LADOT Bicycle Friendly Business Program Grant Applications*
EDUCATION
MBA, Real Estate Development,
Pacific State University
MS, Urban Planning, University of
Southern California
BS, Economics, SungKyunKwan
University, Seoul, South Korea
*Experience with previous firm
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EXAMPLES OF GRANT APPLICATIONS
Below is a list of agencies that utilized KOA’s grant writing and management support services. Samples prepared and submitted by KOA are provided in the proposal appendix. • City of Rialto: KOA worked on a grant application from 8/2018-11/2018 for funding the Pacific Electric Trail Expansion Feasibility Study through the Caltrans Sustainable Communities Grant Program. The City requested $299,000 in funding, with grant funding successfully awarded by Caltrans. • City of Wildomar: KOA worked on a grant application from 9/2020-11/2020 for Wildomar Signal Improvements through the Highway Safety Improvement (HSIP) Cycle 10 grant program. The City requested $375,200 in funding, with grant funding successfully awarded.
• LADOT: KOA worked on a grant application from 3/2020-6/2020 for the Shatto Place Quickbuild Project through Cycle 5 of the Caltrans ATP grant program. LADOT requested $250,000 in funding, with grant funding successfully awarded.
The chart on the following page lists the various grant applications for which KOA has secured a minimum of $150,000 in funding since 2018 for the given Southern California agency.
SUCCESS RATE OF CONSULTANT TEAM
Since 2010, KOA has written 73 grant applications with 50 successful grant applications to state and regional agencies, with $164 million obtained for California jurisdictions to fund transportation projects and plans. KOA has prepared successful grant applications recently through the Transportation Development Article 3 SB 821 Bicycle and Pedestrian Program, SCAG Sustainability Program, Caltrans Sustainable Transportation Program, Metro Call for Projects, as well as multiple cycles of the Highway Safety Improvement Program (HSIP) and Caltrans Active Transportation Program (ATP).
Since 2010, KOA’s success rate in obtaining grant funding for jurisdictions is at 68%—far higher than the average for grants that are awarded through statewide competitive grant programs.
REFERENCES
Five references with knowledge of KOA’s ability to provide grant research, application, and management services are listed after the grant application chart.
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REFERENCES
CITY OF LONG BEACH
Rachel Junken, Transportation Planner III
(562) 570-6173, [email protected]
LOS ANGELES DEPARTMENT OF TRANSPORTATION (LADOT )
Margot Ocañas, Project Manager
(213) 928-9707, [email protected]
COUNTY OF RIVERSIDE
Dennis Acuna, County Traffic Engineer
(951) 955-6820, [email protected]
PORT OF LONG BEACH (POLB)
Theresa Dau-Ngo, Director of Transportation and Master Planning (562) 283-7182, [email protected]
CITY OF WILDOMAR
Warren Repke, PE, Capital Projects Manager
(951) 677-7751, [email protected]
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FIRM’S ABILITY TO ASSIGN ADDITIONAL RESOURCES
KOA has the appropriate resources available to provide all the services outlined in this RFP and as laid out in the proposed KOA scope. While the scope of each project assignment under this contract needs to be refined, KOA feels confident that we have all of the required disciplines and professionals and can provide our services in a timely manner within the agreed-upon schedule and budget. For 35 years, KOA has excelled in providing professional services in transportation engineering, mobility planning, safety implementation, and construction management for public agencies and private sector clients. The team proposed as part of this proposal is experienced and capable. Our firm has an excellent track record of performance and has received commendations for the quality of our work and our delivery process. With a staff of more than 100 personnel in Southern California, we are able to manage the City’s assignments under this contract without sacrificing the quality of services on other assignments.
NON-LABOR RESOURCES
FINANCIAL
KOA is in sound financial standing and has no outstanding financial obligations that would strain our ability to deliver on the set of services as requested and proposed here.
EQUIPMENT
KOA has all the necessary equipment to deliver the services outlined in the RFP. The firm owns its own hardware, has licenses to ESRI’s ArcGIS package, Adobe Creative Suite, AutoCAD, Synchro, and other professional/industry-based software.
ORGANIZATION STRUCTURE OF STAFF RESOURCES
Below is an organizational chart of our management/staffing structure. Specifics regarding staffing for this project are addressed in the organizational chart for the project, presented earlier in this proposal.
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Since KOA does not have an office located within the City of Rialto, we do not qualify to receive bonus points for the Local Business Preference. As a result, we are not providing a Local Business Preference Form (Attachment F) as part of this submittal.
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KOA acknowledges receipt of the “Professional Services Agreement” template. Our surety has reviewed the Indemnification clause and respectfully proposes the following revisions for more suitable conformance to industry standards and state regulations.
5.3 Indemnification.
To the full extent permitted by law, Consultant agrees to indemnify, defend, and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations, or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), arising from Consultant’s reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant, or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith; (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents, or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents, or employees, any and all costs and expenses incurred by the City, its officers, agents, or employees in such action or proceeding, including but not limited to, legal costs and reasonable attorneys’ fees.
Consultant shall incorporate similar, indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness, or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.
SECTION F | APPENDIX | EDITS TO PROFESSIONAL SERVICES AGREEMENT 38 CITY OF RIALTO
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SECTION G | ATTACHMENTS | REQUIRED FORMS
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www.koacorp.com
USA
NOV 2021-NOV 2022
COST PROPOSAL FOR
RFP #23-015
GRANT SERVICES
CITY OF RIALTO
OCTOBER 21, 2022
www.koacorp.com
USA
NOV 2021-NOV 2022