Appendix B--Definition of Grant Plan
The term “Grant Plan” shall mean the following:
I. PROJECT NAME/TITLE
California Jobs First City of Richmond Fiscal Agent Sub-Regional Convener
II. PROJECT DESCRIPTION
The Grantee shall lead fiscal agent and community engagement for and facilitate City of Richmond sub- regional table convenings in service of the community and in furtherance of the goals of California Jobs First, the project formerly known as the Community Economic Resilience Fund (“CERF”).
III. PROJECT DEFINITIONS
City and County of San Francisco (“City”) – The entity entering into this contractually binding agreement with a third party (Grantee) that will provide goods and/or services to targeted populations on behalf of the City
Grant Agreement (“Agreement”) – A legally binding agreement between the City and Grantee
Grant Plan – Also known as the “Scope of Work (SOW)” and describes the activities and expected outcomes and/or deliverables of the awarded project
Grantee – An awardee contractually bound by this Agreement to receive resources from the City in order to provide goods and/or services to targeted populations on behalf of the City
OEWD – Office of Economic and Workforce Development, a department of the City and Fiscal Lead for the Community Economic Resilience Fund award to the Bay Area High Road Transition Collaborative.
California Jobs First (the project formerly known as Community Economic Resilience Fund) (“CJF”) - The grant award from California Employment Development Department, Governor’s Office of Business and Economic Development, and Governor’s Office of Planning and Research which is the funding source for this project.
Bay Area Good Jobs Partnership for Equity (“BAGJPE”) - An unincorporated association of Bay Area workforce development boards, including the California Workforce Association, Alameda County Workforce Development Board (WDB), WDB of Contra Costa County, NOVAworks, Oakland WDB, OEWD, Richmond WDB, WDB of Solano County, Sonoma WDB, work2future, and Workforce Alliance of the North Bay (Marin and Sonoma). BAGJPE is the Fiscal Agent for the California Employment Development Department Community Economic Resilience Fund on behalf of the Regional Convener and the Bay Area High Road Transition Collaborative.
All Home, a project of The Tides Center (“Regional Convener”) - All Home is the Regional Convener for the Bay Area High Road Transition Collaborative. The Regional Convener coordinates partnerships, provides training and technical assistance, and facilitates the successful implementation of the CJF program across the Bay Area.
Bay Area Jobs First Collaborative (formerly known as the Bay Area High Road Transition Collaborative) (BAJFC) - The BAJFC refers to the project and stakeholders funded through the cCJF initiative and includes representation from workforce, community, labor, business, government, economic development, education, philanthropy, and indigenous communities.
CJF Stakeholders – Required CJF Stakeholders central labor councils, building and construction trades councils, public education labor organization, employers and business associations, economic development organizations, small businesses and small business associations, worker centers, workforce development agencies, housing and homelessness organizations, philanthropic organizations, community-based organization serving disinvested communities, community-based organizations focused on racial justice, community-based organizations focused on immigrant rights, community-based organizations focused on youth, tribal organizations, public health organizations, post-secondary education research institutes, post-secondary education instruction entities, regional governmental agencies, environmental agencies, and environmental justice organizations.
Points of Contact (POC) – Individuals that represent the parties which are contractually bound by this agreement—City and Grantee—as the primary contact(s) on the teams
City’s Team – Consists of at least one Point of Contact (POC) who is a Project Manager assigned to work with Grantee in relation to this Agreement. The assigned Project Manager(s) and contact information is as follows:
Jennifer Hand, Workforce Impact Manager
[email protected]
(415) 701-4830
Grantee’s Team – Consists of at least one representative who is the POC assigned to work with the City in relation to this Agreement:
Tamara Walker, Deputy Community Services Director – Employment & Training [email protected]
510-307-8006
Is this organization a Fiscal Agent for this Project? No If “Yes,” on behalf of which organization, who is the POC, and what is the contact information?
IV. DESCRIPTION OF SERVICES
The Grantee shall provide services for the BAJFC Sub-Regional Tables, which was awarded to the BAGJPE as Fiscal Agent and OEWD as Fiscal Lead.
These funds are authorized to this organization under San Francisco Ordinance NO. XXX-XX, approved on MONTH DAY, 2024.
The goal of the project is to build a sustainable and equitable economy across California, with a focus on supporting new strategies to diversify local economies and develop industries that create high-quality, broadly accessible jobs for all Californians in the transition to a carbon-neutral economy. CJF supports the planning and development of high-road economic development plans to create equitable access to quality jobs. High-road economic development supports environmentally sustainable businesses that pay living wages and create opportunities for career growth.
The project goal meets objectives to build community capacity and develop economic and workforce priorities in subregional areas by funding Sub-Regional Fiscal Leads to lead and guide BAJFC grantees.
V. TASKS AND DELIVERABLES
Task 1. Quarterly Reporting
Grantee shall provide quarterly reports to the City’s Team for every quarter for the entire duration of this agreement within 5 calendar days after the end of each quarter, except for the final quarterly report, which must be completed, submitted, and approved by the Project Manager before the end of the grant term.
The quarterly report should include a summary of activities related to fiscal leadership in the sub- regional area, meetings related to fiscal management, as well as any new contracts/grants administered and any grantee management activities.
Task 1.1. Summary of Activities. Grantee shall keep OEWD apprised of current issues and progress towards deliverables on an at-least monthly basis.
Task 1.2. Summary of Partnerships. Grantee shall commit to partner with BAJFC project partners in its region and in other sub-regional areas and build partnerships with all required BAJFC stakeholders for its sub-regional area: central labor councils, building and construction trades councils, public education labor organization, employers and business associations, economic development organizations, small businesses and small business associations, worker centers, workforce development agencies, housing and homelessness organizations, philanthropic organizations, community-based organization serving disinvested communities, community-based organizations focused on racial justice, community-based organizations focused on immigrant rights, community-based organizations focused on youth, tribal organizations, public health organizations, post-secondary education research institutes, post-secondary education instruction entities, regional governmental agencies, environmental agencies, and environmental justice organizations.
Task 1.3. Support for CalJOBS Implementation. When applicable, grantees will be required to use the state’s system for reporting participant data collected or else support sub-grantees in the local area to navigate CalJOBS. The state will provide training on how to use the CalJOBS reporting system.
Task 1. Deliverables
All Quarterly Reports must be completed, submitted, and approved by the Project Manager before the end of the grant term in order to be eligible for payment
The Quarterly Report should include four sections: issues and progress towards deliverables (Task 1.1), general fiscal management activities in support of BAJFC (Task 1.1), summaries of partnerships including meetings attended and summary of communications to OEWD and stakeholders (Task 1.2), and support for CalJOBS implementation (Task 1.3).
Quarterly Reports are due for every quarter for the entire duration of this agreement as outlined in Task
1.1 - 1.3. with submission due by the following dates:
Deliverable 1.1 Quarterly report for October 1 to December 31: Due by January 5 Deliverable 1.2 Quarterly report for January 1 to March 31: Due by April 5 Deliverable 1.3 Quarterly report for April 1 to June 30: Due by June 30 Deliverable 1.4 Quarterly report for July 1 to September 30: Due by October 5 Deliverable 1.5 Quarterly report for October 1 to December 31: Due by January 5 Deliverable 1.6 Quarterly report for January 1 to March 31: Due by April 5 Deliverable 1.7 Quarterly report for April 1 to June 30: Due by June 30 Deliverable 1.8 Quarterly report for July 1 – September 30: Due by September 20 Deliverable 1.9 Final Summary Report: Due by September 20
All deliverables must be completed, submitted, and approved by the Project Manager before the end of the grant term in order to be eligible for payment.
PROGRAM BUDGET
Instructions:
Supplier Name City of Richmond *Enter costs into the appropriate line items. *Refer to "Line Item Descriptions" tab for further explanation and supporting documents required for invoicing.
*Delete rows not being used.
*If needed, add more staff, consultant, or deliverable lines.
Project Title: California Jobs First Sub-Regional Fiscal Agent
Procurement: ORDINANCE XX-XXX
Budget Line Item Description Detail / Due
Date
Budget Amount
Deliverable 1.1 Quarterly report for October 1 to December 31 1/5/2025 $11,111.00 Deliverable 1.2 Quarterly report for January 1 to March 31 4/5/2025 $11,111.00 Deliverable 1.3 Quarterly report for April 1 to June 30 6/20/2025 $11,111.00 Deliverable 1.4 Quarterly report for July 1 to September 30 10/5/2025 $11,111.00 Deliverable 1.5 Quarterly report for October 1 to December 31 1/5/2026 $11,111.00 Deliverable 1.6 Quarterly report for January 1 to March 31 4/5/2026 $11,111.00 Deliverable 1.7 Quarterly report for April 1 to June 30 6/20/2026 $11,111.00 Deliverable 1.8 Quarterly report for July 1 to September 30 9/20/2026 $11,111.00 Deliverable 1.9 Final summary report 9/20/2026 $11,112.00
TOTAL BUDGET $100,000.00