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Home My WebLink AboutOffice of Planning and Research / Strategic Growth CouncilStrategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 TABLE OF CONTENTS EXHIBIT A – SCOPE OF WORK ................................................................................................................................... 1 PART 1 – Recitals .......................................................................................................................................................... 1 PART 2 – General Terms and Conditions ...................................................................................................................... 2 1. Definitions ......................................................................................................................................................... 2 2. Incorporation ..................................................................................................................................................... 3 3. Grant Term ........................................................................................................................................................ 3 4. Authorized Signatories ...................................................................................................................................... 3 5. Partners and Subcontractors ............................................................................................................................ 4 6. Assignment ....................................................................................................................................................... 4 7. Document Submission ...................................................................................................................................... 4 8. Timeliness ......................................................................................................................................................... 5 9. Amendments and Modifications ........................................................................................................................ 5 10. Conditions for Beginning Work.......................................................................................................................... 6 11. Technical Assistance ........................................................................................................................................ 7 12. Reporting Requirements ................................................................................................................................... 7 13. Payment Provisions .......................................................................................................................................... 9 14. Bimonthly Invoicing ......................................................................................................................................... 11 15. Leverage Funding ........................................................................................................................................... 13 16. Non-CCI Projects ............................................................................................................................................ 13 17. Work Outside the Project Area........................................................................................................................ 13 18. Repayment of Funds ....................................................................................................................................... 13 19. Availability of Funds ........................................................................................................................................ 13 20. Revenue.......................................................................................................................................................... 13 21. Monitoring and Oversight ................................................................................................................................ 14 22. Recordkeeping ................................................................................................................................................ 14 23. Records; Applicability of the California Public Records Act (Gov. Code § 6250 et seq.) ................................ 14 24. Audit and Record Retention ............................................................................................................................ 15 25. Compliance ..................................................................................................................................................... 15 26. Insurance ........................................................................................................................................................ 15 27. Computer Software ......................................................................................................................................... 16 28. Personally Identifiable Information .................................................................................................................. 16 29. Ownership ....................................................................................................................................................... 16 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 30. Non-Performance ............................................................................................................................................ 18 31. Disputes .......................................................................................................................................................... 19 32. Stop Work Order ............................................................................................................................................. 20 33. Health Impacts ................................................................................................................................................ 20 34. Termination for Convenience .......................................................................................................................... 20 35. Governing Law and Venue ............................................................................................................................. 21 36. Grantee Independence/Not an Agent of the State .......................................................................................... 21 37. Indemnification ................................................................................................................................................ 21 38. Waiver ............................................................................................................................................................. 21 39. No Third-Party Beneficiaries ........................................................................................................................... 21 40. Force Majeure ................................................................................................................................................. 21 41. Expatriate Corporations .................................................................................................................................. 21 42. Corporation Qualified to do Business in California .......................................................................................... 22 43. Self-Dealing and Arm’s Length Transactions .................................................................................................. 22 44. Relocation ....................................................................................................................................................... 22 45. Americans with Disabilities Act ....................................................................................................................... 22 46. Non-discrimination Clause .............................................................................................................................. 22 47. Drug-Free Workplace Certification .................................................................................................................. 22 48. Child Support Compliance Act ........................................................................................................................ 23 49. Environmental Justice ..................................................................................................................................... 23 50. Union Organizing ............................................................................................................................................ 23 51. Prevailing Wages and Labor Compliance ....................................................................................................... 23 52. Publicity........................................................................................................................................................... 24 53. Recycled Contents Products ........................................................................................................................... 26 54. Severability ..................................................................................................................................................... 26 55. Terms that Survive Grant Agreement ............................................................................................................. 26 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES .................................................................................. 27 Total Awarded Grant Funds ..................................................................................................................................... 27 Total Leverage Funds .............................................................................................................................................. 27 TCC Project Budget and Schedule of Deliverables ................................................................................................. 27 Budget and Schedule of Deliverables for CCI Projects ........................................................................................... 28 Budget and Schedule of Deliverables for Non-CCI Projects .................................................................................... 85 Budget and Schedule of Deliverables for Transformative Plans .............................................................................. 91 EXHIBIT C – SPECIAL TERMS AND CONDITIONS ................................................................................................... 98 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 PART 1 – Transformative Plans ................................................................................................................................... 98 A. Community Engagement ................................................................................................................................ 98 B. Displacement Avoidance ................................................................................................................................ 98 C. Workforce Development ................................................................................................................................. 98 D. Indicator Tracking and Reporting Requirements ............................................................................................. 98 Part 2 – Project-Specific Terms and Conditions......................................................................................................... 100 A. Low Carbon Transit Operations Program ..................................................................................................... 100 B. Active Transportation Program ..................................................................................................................... 100 C. Low Carbon Transportation: Car Sharing and Mobility ................................................................................. 100 D. Low Income Weatherization .......................................................................................................................... 102 E. Water Energy ................................................................................................................................................ 106 F. Urban Greening ............................................................................................................................................ 106 G. Urban and Community Forestry .................................................................................................................... 106 H. Organics and Food Waste Prevention and Rescue ...................................................................................... 106 EXHIBIT D – AHSC SPECIAL TERMS AND CONDITIONS ...................................................................................... 107 1. Purpose......................................................................................................................................................... 107 2. Incorporated Regulations and Guidelines ..................................................................................................... 107 3. Eligible Activities and Work ........................................................................................................................... 107 4. Performance Milestones for AHD Component .............................................................................................. 108 5. Reimbursement for AHD Component ........................................................................................................... 108 6. Reimbursement for non-AHD Component .................................................................................................... 108 7. Timing ........................................................................................................................................................... 108 EXHIBIT E – Attachments .......................................................................................................................................... 109 Attachment E-1: TCC Project Area Map .................................................................................................................... 110 Attachment E-2: Invoicing and Reporting Templates ................................................................................................. 111 Attachment E-3: Reporting Schedule ......................................................................................................................... 117 Attachment E-4: Indicator Tracking Tables ................................................................................................................ 119 Attachment E-5: Authorized Signatory Template ....................................................................................................... 155 Attachment E-6: Project Representatives .................................................................................................................. 156 Attachment E-7: Payee Data Record STD 204 Form ................................................................................................. 158 Attachment E-8: Contractor Certification Clauses ...................................................................................................... 161 Attachment E-9: Memorandum of Understanding ...................................................................................................... 166 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 1 EXHIBIT A – SCOPE OF WORK Part 1 – Recitals EXHIBIT A – SCOPE OF WORK PART 1 – Recitals WHEREAS, the purpose of this document is to memorialize the terms and conditions related to the Office of Planning and Research / Strategic Growth Council’s award of grant funds to the City of Fresno, the Grantee; WHEREAS, the authority for this Implementation Grant Agreement is the Transformative Climate Communities (TCC) Program statute (Public Resources Code, Sections 75240 – 75243) and the TCC Program Guidelines, as approved for release on August 23, 2017 and amended on October 23, 2017; WHEREAS, funds have been appropriated for the Transformative Climate Communities Program to the Strategic Growth Council through the Governor’s Office of Planning and Research by the Budget Act of 2016 (AB 1613; Section 4); WHEREAS, the TCC Project that is the subject of this Implementation Grant Agreement was approved by the Strategic Growth Council on January 29, 2018; WHEREAS, the Implementation Grant Agreement will be between the Strategic Growth Council and the Grantee; WHEREAS, the Strategic Growth Council will grant to Grantee, pursuant to the above authorization, a sum not to exceed Sixty-Six Million, Five-Hundred Thousand Dollars and No Cents ($66,500,000.00), upon and subject to the terms of this Implementation Grant Agreement and consistent with the terms of the TCC Program Guidelines; WHEREAS AB 2722 requires that projects maximize climate, public health, environmental, workforce, and economic benefits; WHEREAS AB 2722 requires that projects avoid economic displacement of low-income disadvantaged community residents and businesses; WHEREAS AB 2722 requires that projects demonstrate community engagement in all phases; WHEREAS all California Climate Investment projects must comply with monitoring and reporting requirements for greenhouse gas emissions reductions, co-benefits, and outcome indicators, as defined by the California Air Resources Board; and WHEREAS, Grantee agrees to implement the entirety of the Budget and Schedule of Deliverables attached to this Grant Agreement in Exhibit B and when applicable, subrecipient agreements with a Partner for each TCC Project, upon evidence of completion of environmental review pursuant to the requirements of the California Environmental Quality Act (CEQA). Now therefore, as evidenced by the parties foregoing execution of the Grant Agreement, and in consideration of the mutual covenants, terms and conditions set forth herein, the Parties agree that all funds awarded pursuant to this Grant Agreement are to be used as set forth below in this exhibit, and as may be set forth in the remaining exhibits incorporated into this Grant Agreement. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 2 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions PART 2 – General Terms and Conditions 1. Definitions i. “AHSC” – The Affordable Housing and Sustainable Communities Program ii. “Application” – TCC Project application for funding, encompassing materials submitted during both application stages: Concept Proposal and Full Application iii. “CARB Funding Guidelines” – The 2018 Funding Guidelines for Agencies that Administer California Climate Investments adopted by CARB to guide implementation of California Climate Investment programs iv. “Grant Agreement”– Refers to this Implementation Grant Agreement and all attachments v. “TCC Guidelines” – TCC Program Guidelines adopted on August 23, 2017, and amendments adopted on October 23, 2017 vi. “AHSC Guidelines” – The 2016/2017 AHSC Final Guidelines adopted July 17, 2017 and amended August 14, 2017 and October 23, 2017 vii. “Project Area” – Area boundary for the TCC Project, as identified in Attachment E-1 viii. “TCC MOU” – Memorandum of Understanding to be signed between Grantee and their Partners ix. “TCC Program” – The Transformative Climate Communities Program x. “TCC Project” – Project that will be implemented through this Grant Agreement xi. “TCC Project Components” – Components included in the TCC Project, as described in Exhibit B: a. “CCI Projects” – California Climate Investment Projects that will be implemented with TCC grant funds through this Grant Agreement, and that are compliant with the California Climate Investment project types listed in Appendix D of the Guidelines. These project types have approved GHG quantification methodologies. b. “Non-CCI Projects” – Non-California Climate Investment Projects that will be implemented with leverage funding and subject to this Grant Agreement. c. “Transformative Plans” – Term encompassing all four (4) transformative plans: Displacement Avoidance, Community Engagement, Workforce Development, and Indicator Tracking. xii. Time Periods within the Grant Term: a. Project Completion Period (i) Applies to all TCC Project Components, with the exception of Indicator Tracking. (ii) Up to five (5) years from the date that the Parties have signed the Grant Agreement, unless otherwise amended. All TCC Project Components, with the exception of Indicator Tracking, must be completed during the Project Completion Period. b. Performance Period (i) May apply to CCI Projects only (ii) Begins immediately after each CCI Project is completed, if applicable (iii) Length of the Performance Period will vary for each applicable CCI Project and will be used to complete any additional required Indicator Tracking requirements. (iv) Will extend no longer than March 31st, 2026. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 3 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions xiii. Entities involved in the grant implementation process: a. “CARB” – California Air Resources Board b. “Evaluation Technical Assistance” – Team hired by SGC to refine Grantee’s Indicator Tracking Plans and assess the impact and benefits of the TCC Program c. “Grantee” – Entity responsible for leading the implementation of the TCC Project; identified as Lead Applicant in the Application d. "Lead Entity" – Entity leading the implementation of a component of the TCC Project; must be Grantee or a Partner e. “OPR” – Office of Planning and Research f. “Parties” – SGC and Grantee, collectively g. “Partners” – Entities supporting the implementation of the TCC Project; identified as Co-applicants in the Application h. “SGC” – The Strategic Growth Council i. “State” – Any state agency with an oversight role over the funding or TCC Project j. “Subcontractors” – Third-parties hired by either Grantee or a Partner k. “Technical Assistance Staff” –Technical Assistance Staff reimbursed via a grant agreement with the Department of Conservation. Technical Assistance staff will work with Grantee during implementation of the TCC Project 2. Incorporation The TCC and AHSC Guidelines and all the attachments to this Grant Agreement are hereby incorporated by reference into this Grant Agreement as though set forth in full in this Grant Agreement. As described in the TCC Guidelines, AHSC Project Components must conform to requirements of the AHSC Guidelines. The performance of this grant must be conducted in accordance with the following order of precedence: the enabling legislation for the TCC Program, Grant Agreement, TCC Guidelines, and AHSC Guidelines. 3. Grant Term The grant term will commence on the date that the Parties have signed the Grant Agreement. SGC will notify Grantee when work may begin. The grant term ends March 31st, 2026, unless otherwise terminated or amended. Grantee’s obligations under this Grant Agreement must be deemed discharged only once all terms of this Grant Agreement are fulfilled. Grantees will be subject to the Project Completion and Project Performance Periods as defined under this Grant Agreement. 4. Authorized Signatories The SGC Executive Director or designee is authorized to sign this Grant Agreement and related documents on behalf of SGC. SGC staff will notify Grantee of the day-to-day point of contact (“TCC Grant Manager”) once the grant is executed. At the time of grant execution, Grantee will submit a letter that identifies the individual who is authorized to sign this Grant Agreement and TCC Project deliverables and related documents on behalf of Grantee. The letter must Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 4 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions also identify any additional Authorized Designees as well as Grantee’s day-to-day Grant Manager. Use the template provided in Exhibit E (Attachment E-5). If the Authorized Signatory or Authorized Designee is unable to sign a deliverable or related document on behalf of Grantee, Grantee must submit an updated letter signed by the Authorized Signatory designating another individual to sign in their place. If the Authorized Signatory or Authorized Designee are funded through this Grant Agreement, Grantee must designate a different individual to sign the invoices. Grantees must keep Authorized Signatory letters up to date and submit changes through email to the TCC Grant Manager at the subsequent bimonthly reporting due date. Authorized Signatory letters will be kept on file with SGC for up to four (4) years after the Performance Period. 5. Partners and Subcontractors SGC’s contractual relationship is with Grantee, and not any of their Partners or Subcontractors. i. Grantee's contractual relationship with its Partners is defined by the TCC MOU (Attachment E-9) and other documents as determined by the Grantee and subject to SGC written approval, which outline the reimbursement process among Grantee, Partners, and Subcontractors. Grantee’s obligation to pay its Partners and Subcontractors is an independent obligation from SGC’s obligation to pay Grantee. ii. Grantee must abide by the TCC MOU. This includes abiding by the processes defined within the TCC MOU, including, but not limited to the legal and financial considerations, transparent decision-making processes, meeting facilitation procedures, and processes for involving community representatives in decision-making. iii. Grantee is entitled to make use of its own staff, Partners, and Subcontractors, as identified in the TCC MOU and the Budget and Schedule of Deliverables, and will comply with its own competitive bidding and sole sourcing requirements for subcontracts that arise out of or in connection with this Grant Agreement. If Grantee modifies or amends the TCC MOU: a. Grantee must provide SGC with copies showing such changes within fifteen (15) working days. b. Grantee must adhere to the amendments and modifications requirements of this Grant Agreement (Exhibit A, Part 2, Section 9), if applicable. iv. Grantee must manage, monitor, and accept responsibility for the performance of its own staff, Partners, and Subcontractors, and will conduct project activities and services consistent with professional standards for the industry and type of work being performed under this Grant Agreement. v. Grantee must notify SGC if Grantee, Partners, or Subcontractors are revoked, disbarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from the TCC Project. Nothing contained in this Grant Agreement or otherwise will create any contractual relation between SGC and any Partners or Subcontractors, and no subcontract will relieve Grantee of its responsibilities and obligations under the terms of this Grant Agreement. Grantee agrees to be fully responsible to SGC for the acts and omissions of its Partners, Subcontractors, and of persons either directly or indirectly employed by them. 6. Assignment This Grant Agreement is not assignable by Grantee, either in whole or in part, without the consent of SGC in the form of a formal written amendment of this Grant Agreement. 7. Document Submission All correspondence and documents must be submitted through email and contain the Grant Agreement number and Grantee’s name in the subject line. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 5 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions 8. Timeliness Time is of the essence in this Grant Agreement. 9. Amendments and Modifications Any modification or amendment of the terms of this Grant Agreement will be made in writing. No oral understanding or agreement not incorporated in the Grant Agreement as a fully executed amendment is binding on any of the Parties. i. Any request for a modification or amendment must explain the purpose of the request, how the request is consistent with the Guidelines and intent of the TCC Program, and the effect of not approving the request. All requests must include supporting documentation to validate the request. ii. Modification and amendment requests will be considered at the sole discretion of SGC. iii. Requests to increase the overall grant amount or to significantly alter the deliverables of the TCC Program will not be approved because of the competitive nature of the process that resulted in the award of this Grant Agreement. iv. Process for Modification and Amendment Requests: a. Deadlines for Requests: (i) Modification requests must be submitted in writing to SGC at least 30 calendar days prior to when the modification will take effect. Modifications to Exhibit B: Budget and Schedule of Deliverables may be made no more often than bimonthly. (ii) Amendment requests must be submitted in writing to SGC at least 60 calendar days prior to when the amendment will take effect. New amendment requests will not be considered less than three (3) months prior to the end of the Project Completion Period. b. SGC will respond to the modification or amendment request within ten (10) working days. SGC’s response to Grantee may include additional questions. SGC may require additional time to make a determination (i.e., approval or denial) about the request. c. Effective Date of Modification or Amendment: (i) If SGC approves the modification request in writing, the modification may take effect immediately. (ii) If SGC approves the amendment request, SGC will notify Grantee and prepare amendment documents for Grantee within another ten (10) working days, or as soon as feasible. (iii) If SGC rejects the request in writing, Grantee may file a Dispute (Part 2, Section 31). v. Types of allowable Modifications and Amendments: a. Changes to the contractual parties: (i) Modification: changes to Grantee's Authorized Signatories and Subcontractors (ii) Amendment: changes to Partners or terms in the TCC MOU b. Changes to the Budget and Schedule of Deliverables of any CCI Project and/or Transformative Plan: (i) Modification: changes to the descriptions of tasks in the Budget and Schedule of Deliverables (i.e. details regarding methods used to achieve deliverables). (ii) Amendment: changes to deliverables in the Budget and Schedule of Deliverables Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 6 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions c. Reallocation of funds within the Budget and Schedule of Deliverables for a CCI Project and/or Transformative Plan: (i) Modification: less than 10 percent of funds moved between tasks (ii) Amendment: more than 10 percent of funds moved between tasks d. Changes to timelines (i) Modification: changes to deliverable due dates (ii) Amendment: changes to a Project Completion Deadline. Due to the availability of funding, under no circumstances may the amended Project Completion Period extend beyond March 31st, 2026. e. All other requests, including reallocation of grant funds between CCI Projects and/or Transformative Plan, will be determined to be either a modification or an amendment on a case-by-case basis by SGC in a manner consistent with this section. 10. Conditions for Beginning Work For CCI Projects, Grantee must ensure the Lead Entity achieves readiness prior to beginning reimbursable work. Lead Entity must demonstrate readiness in accordance with Appendix D of the Guidelines and the Readiness Workbook submitted with the TCC Application, and demonstrate site control of project sites. All CCI Projects must achieve readiness within the first year of the grant term. The projects that do not meet the readiness requirements within the first year of the grant agreement will be deemed to be infeasible and ineligible for reimbursement, unless SGC gives written approval to extend the timeline to meet the readiness requirements. Funds from any projects deemed infeasible and ineligible for reimbursement cannot be allocated to new projects. Reallocation of funds, if any, to other projects included in the original grant application will be subject to the Modification and Amendment procedures outlined above. For projects with allowable pre-construction costs that can be spent prior to achieving readiness, the Lead Entity must meet readiness requirements for the construction phase of projects prior to beginning reimbursable construction work. For the Low Carbon Transportation: Car Sharing and Mobility project type, all project sites must be identified and meet readiness requirements prior to beginning reimbursable work. For projects with multiple project sites that will be secured during the Project Completion Period, the following readiness requirements will apply: i. Lead Entity does not need to demonstrate site control and compliance on all project sites prior to beginning reimbursable work. Lead Entity must still achieve all other readiness requirements in accordance with Appendix D of the Guidelines and the Readiness Workbook submitted with the Application prior to beginning reimbursable work. ii. Lead Entity must have site control and compliance on a project site from the appropriate governing agency or private property owner prior to beginning work on a project site. iii. Lead Entity must demonstrate site control and compliance with all applicable laws in order for SGC to reimburse Grantee for the work on a project site. SGC has sole discretion to determine when the Lead Entity has demonstrated readiness for each CCI Project. Lead Entity may only begin reimbursable work for each CCI Project under this Grant Agreement once Grantee receives written notice from SGC. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 7 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions Grantee may begin work on Transformative Plans and CCI Projects community engagement and workforce development activities after the Grant Agreement is signed. 11. Technical Assistance The Grantee must hire Technical Assistance staff to work with Grantee during the Project Completion Period. Technical Assistance activities will be funded through, and defined in, a grant agreement between the Grantee and the Department of Conservation. 12. Reporting Requirements i. General Reporting Requirements: a. All reports must be completed using templates attached to this Grant Agreement or provided by SGC. b. The first reporting period will begin on the start date of the Grant Agreement. c. All reports must be submitted to the TCC Grant Manager on the due date specified in the Reporting Schedule (Attachment E-3). When the report submission due date falls on a weekend or state- recognized holiday, reports will be due on the first working day that follows. d. All reports must be signed by the Authorized Signatory or Designee on file with SGC. e. SGC may request to verify reports through methods that include, but are not limited to: supporting documentation, site visits, conference calls or video conferencing. f. Grantee’s failure to timely meet the reporting requirements may result in a delay in reimbursement. ii. Bimonthly Progress Reports: a. Grantee must complete Bimonthly Progress Reports using the template attached to the Grant Agreement (Attachment E-2). b. Grantee must complete Bimonthly Progress Reports for the duration of the Project Completion Period. c. Bimonthly Progress Reports must correspond with the Budget and Schedule of Deliverables described in the Grant Agreement as well as the tasks outlined in the annual Detailed Work Plan and Budget for each CCI Project, Non-CCI Project, and Transformative Plan. d. Grantee must report on any readiness and compliance requirements fulfilled during the invoicing period. Grantees must provide supporting documentation, as requested by SGC. iii. Annual Reports: The following materials must be submitted on an annual basis for the duration of the Project Completion Period: a. Annual Progress Report: Grantee must complete Annual Progress Reports using the template that will be provided by SGC. b. Leverage Funding Report: Grantee must submit Annual Detailed Leverage Reporting forms using the template attached to the Grant Agreement (Attachment E-2). c. Detailed Work Plan and Budget: Grantee must provide the annual detailed work plan and budget aligned with the Work Plan and Budget in the Grant Agreement, and submit as a deliverable. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 8 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions d. Equipment Inventory Record: Grantee must maintain an inventory of all equipment acquired with CCI funds. See Part 2, Section 29, Ownership, for further instruction regarding the equipment inventory. e. Indicator Tracking Report: Grantee must report annually on the tracked indicators described in Exhibit C, Part 1, Section D. iv. Project Completion Reports: a. Completion Report: Grantee must submit a report at the completion of each individual CCI project using the template provided by SGC. b. Grantee must submit any supporting documentation required to demonstrate that projects are fully completed. v. Final Reports: a. Final Report: Grantee must submit a final report at the end of the Performance Period using the template that will be provided by SGC. b. Leverage Funding Report: Grantee must submit a detailed summary of the leverage funding spent using the template provided by SGC. c. Equipment Inventory Record: Grantee must submit an inventory of all equipment acquired with CCI funds using the template provided by SGC. vi. Annual until end of the performance period and Project Completion CARB and SGC Indicator Tracking Reports: a. Grantee must revise and update GHG reductions estimates for the following scenarios: (i) CCI Projects for which there was insufficient information to estimate GHG emission reductions at the time of application must estimate the GHG emission reductions using applicable CARB quantification methodologies upon meeting the readiness requirements. (ii) CCI Projects that change between the application and implementation stages in a way that would impact the estimated GHG emission reduction, must report an updated estimate. (iii) CCI project types with a two-step approach to GHG emission reduction quantification, generally consumer-based incentive programs, must estimate GHG emission reductions again after implementation. b. Grantee must track the following information for each CCI Project for the duration of the grant term: (i) Inputs to support calculations of GHG reductions (ii) Co-benefit indicators (iii) Project outcome information (iv) Employment benefits and outcomes c. Grantee must track and report on all indicators incorporated into the Indicator Tracking Plan finalized with SGC and the Evaluation Technical Assistance during the Pre-Contract Consultation period (see Exhibit C, Part 1, Section D) until end of the performance period. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 9 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions 13. Payment Provisions i. Grantee will be paid on a reimbursement basis: a. Partners must invoice Grantee before Grantee submits an invoice to SGC. TCC funds will be issued to Grantee, who will be responsible for dispersing payment to Partners in accordance with the requirements contained in the TCC MOU. All invoices must be supported by adequate documentation evidencing that the direct cost for which the Partner seeks reimbursement has been incurred. Grantee must maintain as part of its records for the TCC Project all invoices and supporting documentation from their Partners; these records will be subject to the audit provisions in Exhibit A, Part 2, Section 24. b. SGC will not require that the Grantee pay their Partners prior to requesting reimbursement from SGC. c. For CCI Projects, Community Engagement Plan, and Workforce Development Plan, the Grantee may only request reimbursement for eligible costs incurred during the Project Completion Period. Any work performed prior to the start date or after the end of the Performance Period will not be reimbursed. d. During the Project Completion Period, Grantees may request reimbursement for Grant Administration costs as well as costs for Implementing CCI Projects and Transformative Plans. See Exhibit B for details. e. During the Project Performance Period, Grantees may request reimbursement for Grant Administration costs only. ii. Eligible costs Grantee should refer to the TCC Guidelines including Appendices D, H, and I for eligible cost requirements. To the extent that the provisions of this Section may conflict with the TCC Guidelines, this Section takes precedent. a. Direct costs are costs directly tied to the implementation of the TCC Project. Direct costs may include, but are not limited to: personnel, supplies, signs, or travel expenses directly tied to the implementation of the grant. Insurance premiums are only an eligible cost to the extent that the cost of coverage increased because of the award or project requirements. b. Travel costs: Travel expenses directly related to the performance of this Grant Agreement will be subject to the State of California travel reimbursement rates, in effect, during the term of this Grant Agreement. (i) SGC will reimburse for actual expenditures, based on equivalent civil service classifications, up to the maximum state allowable rates in effect at the time of travel. The state rates are available for review at: http://www.calhr.ca.gov/employees/pages/travel-reimbursements.aspx. Incidental costs and travel costs outside the State of California will not be reimbursed. Tips and gratuities will not be reimbursed. (ii) The Grantee shall maintain and submit for reimbursement for staff working on the project detailed travel records and supporting documents (e.g. travel request and approval forms, expense claims, invoices, receipts for lodging and transportation, etc.) showing the date and purpose of the grant- related travel, destination and, in the case of travel by automobile, the number of miles driven. c. The Grantee shall ensure travel costs are outlined in the Budget Detail Worksheet (Exhibit B, Attachment 1) which should be tied to tasks and deliverables in the Work Plan (Exhibit A, Attachment 2). Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 10 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions d. The Grantee and any person traveling pursuant to this Grant Agreement shall indemnify and hold harmless the Department and State of California for any liabilities resulting from such travel. e. CCI Project-specific allowable costs are costs that are only allowed for certain CCI Projects. These direct costs are allowed for project implementation, and therefore may not be subject to the indirect cost restrictions below. These costs may still be subject to additional restrictions per Appendix D of the Guidelines and will not be reimbursed if incurred for other CCI Projects: (i) Operational costs are allowed under the following CCI Projects: Affordable Housing and Sustainable Communities, Low Carbon Transit Operations Program, Low Carbon Transportation, Urban Greening, Urban and Community Forestry, Organics, and Food Waste Prevention and Rescue. (ii) Pre-construction costs (such as design, engineering, permitting, and environmental assessment) are allowed under the following CCI Projects: Affordable Housing and Sustainable Communities, Low-Income Weatherization Program, Water-Energy Grant Program, Urban Greening, Urban and Community Forestry. f. Transformative Plan Allowable Costs are costs allowed for the implementation of the Community Engagement Plan and Workforce Development Plan: (i) Community engagement and outreach costs must be directly related to the implementation of the CCI Projects included in the TCC Project, per Appendix H of the Guidelines. Community Engagement costs may account for no more than 8 percent of the total grant award. (ii) Workforce development, training, and education program costs must be for eligible job training programs per Appendix I of the Guidelines. g. Administrative costs are costs directly tied to the administration of the TCC grant, which include, but are not limited to: staff salaries and benefits, supplies, Indicator Tracking costs, and other resources used to administer the grant. Administration of the grant may include: activities required for coordinating the Grantee/Partner relationship, reporting, invoicing, etc. Administrative costs may account for no more than 10 percent of the total grant award. iii. Ineligible costs a. Indirect costs are not eligible for reimbursement with TCC funds. Indirect costs are defined as expenses of doing business that are of a general nature and are incurred to benefit at least two or more functions within an organization. These costs are not directly tied to the grant but are necessary for the general operation of the organization. Examples of indirect costs may include, but are not limited to: salaries and benefits of employees not directly assigned to a project, but providing general support services such as personnel, business services, information technology, janitorial, and overhead such as rent, utilities, supplies, etc. b. Under no circumstances will Grantee seek reimbursement, nor will SGC reimburse or pay Grantee, for any cost that has been, or will be, paid through another funding source. Grant funds cannot finance any activities designed to supplant rather than supplement existing local agency activities or activities with pre-existing designated funding. This cost supplantation prohibition does not apply to interim financing for housing loans. c. Grantee must not seek reimbursement for any interest accumulated in order to finance the project. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 11 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions d. Grantee will not use or allow the use of any portion of the TCC Project, including real property, for mitigation without the prior written permission of SGC. Any practices that are required as mitigation or other mandated activities of any kind may not be financed by this grant program. iv. All costs must be reasonable, as defined below: a. A cost is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person under the circumstances prevailing at the time the decision was made to incur the cost. In determining reasonableness of a given cost, consideration must be given to: (i) Whether the cost is of a type generally recognized as ordinary and necessary for the operation of the entity or the proper and efficient performance of this Grant Agreement. (ii) The restraints or requirements imposed by such factors as: sound business practices; arm's-length bargaining; federal, state, local, tribal, and other laws and regulations; and terms and conditions of this Grant Agreement. (iii) Market prices for comparable goods or services for the geographic area. (iv) Whether the individuals concerned acted with prudence in the circumstances considering their responsibilities to its employees, the public at large, and the state. (v) Whether the cost significantly deviates from the acquiring entity’s established practices and policies regarding the incurrence of costs. b. SGC has the sole discretion to determine if a cost is reasonable. Any costs that do not meet the requirements above may not be reimbursed by the State. The Grantee may file a Dispute to contest SGC’s determination. v. Retention a. SGC will withhold payment of the final 5% of total requested amount for each CCI Project with exception of Grant Administration costs, Community Engagement Plan, and Workforce Development Plan invoices, until SGC determines that the requirements of that project have been fulfilled per the Grant Agreement. 14. Bimonthly Invoicing During the Project Completion Period, the Grantee will submit by email one (1) invoice package to SGC on the Report Due Date listed in the Project Completion Period Reporting Schedule (Attachment E-3). During the Performance Period, the Grantee will submit by email one (1) invoice package to SGC on the Report Due Date listed in the CARB Indicator Reporting Schedule (Attachment E-3). i. Invoice Package - An invoice, supporting documentation, and the appropriate reporting materials are collectively referred to as the “invoice package.” a. Invoice – Grantee must use the invoice templates provided in Attachment E-2. (i) Expenses should be broken out at the task level. (ii) Expenses under each task should be broken out by cost type. (iii) Indicator Tracking costs, travel, and equipment should be clearly identified. b. Supporting documentation – Grantee must submit supporting documentation for all itemized costs. Documentation may include, but is not limited to: copies of purchase orders, receipts, subcontractor Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 12 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions invoices, and timesheets. These items must contain sufficient information to establish that the specific service was rendered or purchase was made. Original supporting documentation is not required and should be retained by Grantee. (i) Supporting documentation should be clearly labeled by task. (ii) Supporting documentation does not need to be provided for administrative costs. However, Grantee must maintain records of administrative costs to be made available upon request from the State. (iii) Records documenting time spent performing the work must identify the individual, the date on which the work was performed, the specific grant-related activities or objectives to which the individual’s time was devoted, the hourly rate, and the amount of time spent. c. Report(s) – Grantee must submit the appropriate reporting materials described in Exhibit A, Part 2, Section 12. ii. Grantee must submit the invoice package electronically by email only to the TCC Grant Manager and Contracts@sgc.ca.gov . The invoice must be signed by the Authorized Signatory or Designee. By submitting the invoice package to SGC, Grantee certifies that all costs are eligible for reimbursement, that all work has been completed in accordance with the Grant Agreement, and that the invoice total reflects actual costs incurred. a. SGC has the discretion to determine the sufficiency of work completed and completeness of an invoice package. b. If SGC determines that an invoice package is complete and sufficient, SGC will notify Grantee and approve the invoice. SGC will issue one check to Grantee. Grantee is responsible for dispersing payment to Partners, as outlined in the TCC MOU, and any Subcontractors. iii. Invoice packages that do not meet the requirements of this Grant Agreement, are incomplete, or have inaccuracies, will be returned to Grantee for resubmittal within ten (10) working days with an explanation of why it was not approved. a. SGC may authorize payment of a partial invoice package and require Grantee to resubmit the remaining portions in order to fix any inaccuracies or incomplete information. b. Grantee must resubmit the amended invoice package (either partial or full) in the same manner as the original invoice within 10 working days after receiving the notification from SGC while addressing the concerns identified by SGC. iv. If SGC determines that Grantee submitted false or materially inaccurate invoices, supporting document or components of the Application, SGC may impose any and all available remedies, including requesting reimbursement of already disbursed payments or termination of the Grant Agreement. v. The final invoice for each CCI Project should include a request for reimbursement of the retention withheld throughout the Project Completion Period, as discussed in Exhibit A, Part 2, Section 13, of this Grant Agreement. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 13 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions 15. Leverage Funding i. Grantee will report on the leverage funding expended in the Bimonthly Progress Report and Annual Detailed Leverage Reporting form. Grantee must retain supporting documentation of leverage funding that will be made available to the State upon request. ii. Leverage funding must be spent within the Project Area and for the purposes of the TCC Project. iii. Grantee may report on the expenditure of leverage funding starting January 29, 2018 and the end of the Performance Period. iv. If leverage funding sources change during the grant term, Grantee will notify SGC at the subsequent bimonthly reporting due date. a. Changes in leverage funding sources that impact the Budget and Schedule of Deliverables may require an amendment to the Grant Agreement. b. Changes in leverage funding sources that impact the 50 percent eligibility requirement in the Guidelines and Application may require a remedy to be determined between Grantee and SGC. 16. Non-CCI Projects i. Non-CCI projects must be completed by the end of the Performance Period and within the Project Area. ii. Grantee must integrate Non-CCI projects into the Detailed Work Plan and Budget, to be finalized within the first quarter of the grant term and updated on an annual basis. 17. Work Outside the Project Area SGC disclaims any representations, express or implied, that any work outside the Project Area that was not approved as part of the Application is or will be funded by the TCC Program. Grantee waives any claims against SGC related to such work. 18. Repayment of Funds If grant funds are not expended, or have not been expended in accordance with this Grant Agreement; or that real or personal property acquired with grant funds is not being used, or has not been used for purposes in accordance with the Grant Agreement; SGC has sole discretion to take appropriate action under this Grant Agreement, at law or in equity, including but not limited to: a. Requiring Grantee to forfeit any unexpended portion of the grant funds, including but not limited to any retention withheld from invoices; b. Requiring Grantee to repay any funds improperly expended. 19. Availability of Funds Sufficient funds for this Grant Agreement have been made available by the Budget Act of 2016 (AB 1613). However, this contract is subject to any restriction, limitation, or condition enacted by the Legislature, which may affect the provisions, terms, or funding of this contract in any manner. 20. Revenue All revenue generated as a part of any CCI Project or Transformative Plan must be used to further the TCC Project to the extent reasonably possible. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 14 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions 21. Monitoring and Oversight Grantee agrees that the State or designated representative has the right to visit the project sites pertaining to any TCC Project described in this Grant Agreement. Project sites may include any public or participating private properties. i. Once the Grant Agreement is executed, the TCC Grant Manager may request a regularly occurring monthly phone call or in-person meeting with Grantee’s Grant Manager to discuss the TCC Project. Grantee must work with the TCC Grant Manager to accommodate monitoring requests. ii. The State retains the right to conduct site visits with the following minimum frequency: a. Two times during the first two years of the grant term b. One time a year during the remaining years of the grant term iii. At the State’s discretion, site visits may occur more frequently. iv. Grantee agrees that the State or designated representative has the right to conduct a final inspection of completed CCI Projects, as determined by SGC. For construction projects, this may require certification by the appropriate registered professional (such as California Registered Civil Engineer or Geologist) that the project has been completed in accordance with final plans and specifications and any modifications. If Grantee or Lead Entity arranges a final inspection, Grantee must notify the TCC Grant Manager of the inspection date at least ten (10) working days prior to the inspection in order to provide State the opportunity to participate. 22. Recordkeeping Grantee must establish an official file for the TCC Project funded by the Grant Agreement. The file must contain adequate documentation of all actions taken with respect to the TCC Project, including copies of the Grant Agreement, amendments and modifications, letters and email correspondences, financial records (including agreements and any associated documents with Partners and Subcontractors), required reports, and readiness and compliance documentation. The State reserves the right to audit all Grantee, Partner, and Subcontractor records for this project, as stated below. i. Grantee must establish a separate ledger account for receipts and expenditures of grant funds and maintain expenditure details in accordance with the attached Budget and Schedule of Deliverables. Separate bank accounts are not required. Grantee must maintain financial records of expenditures incurred during the TCC Project in accordance with generally accepted accounting principles, including leverage funding that may be required. ii. Grantee must maintain documentation of its normal procurement policy and competitive bid process (including the use of sole source purchasing). iii. Partners and Subcontractors paid with moneys under the terms of this Grant Agreement must maintain all records as specified. Grantee maintains responsibility for ensuring that Partners and Subcontractors comply with the requirements above. 23. Records; Applicability of the California Public Records Act (Gov. Code § 6250 et seq.) Grantee agrees that all data, plans, drawings, specifications, reports, computer programs, operating manuals, notes and other written or graphic work produced in the performance of this Grant Agreement will be in the public domain to the extent to which release of such materials is required under the California Public Records Act (Cal. Gov’t Code § 6250 et seq.). Grantee may disclose, disseminate and use in whole or in part, any final form data and information received, collected and developed under this Grant Agreement, subject to appropriate Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 15 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions acknowledgement of credit to the State for financial support as described in Section 52, Publicity. Grantee must not utilize the materials for any profit-making venture or sell or grant rights to a third party who intends to do so. The State has the right to use any data described in this paragraph for any public purpose. 24. Audit and Record Retention Grantee must ensure adequately protection for all records, physical and electronic, from loss, damage, or destruction for possible audit(s). Grantee agrees that the State or designated representative will have the right during normal business hours to review and to copy any records and supporting documentation pertaining to the performance of this Grant Agreement and interview any employees who might reasonably have information related to such records. Further, Grantee agrees to include a similar right of the State to audit records and interview staff of any Partners and Subcontractors related to the performance of this Grant Agreement. i. Grantee, Partners, and Subcontractors must maintain copies of project records four (4) years after the Performance Period, unless a longer period of records retention is stipulated. ii. The State retains the right to conduct an audit each year during the grant term and up to four (4) years after the Performance Period. iii. The State may require recovery of payment from Grantee, issue a Stop Work Order or terminate the Grant Agreement, as warranted, based on an audit finding, or any other remedies available in law or equity. 25. Compliance Grantee must fully comply with all applicable federal, state and local laws, ordinances, regulations, plans, and design standards. Grantee must secure any new permits or licenses required by authorities having jurisdiction over the Project Area, and maintain all presently required permits. Grantee must ensure that any applicable requirements of the California Environmental Quality Act are met in order to carry out the terms of this Grant Agreement. Grantee must promptly provide evidence of such compliance if requested by the State. Additionally, Grantee certifies that it currently is not and will not become: i. In violation of any order or resolution subject to review promulgated by CARB or an air pollution control district; ii. Subject to a cease and desist order subject to review issued pursuant to Section 13301 of the California Water Code for violation of waste discharge requirements or discharge prohibitions; or iii. Determined to be in violation of provisions of federal law relating to air or water pollution. Grantee must ensure that Partners and Subcontractors comply with all terms in this section with respect to the TCC Project. 26. Insurance i. A Grantee or Lead Entity that is a governmental organization is required to provide evidence of sufficient self-insurance to satisfy the insurance requirements below. ii. If Grantee or Lead Entity is not a governmental organization or is unable to provide evidence of sufficient self-insurance, then the following are the insurance requirements. iii. Grantee must ensure the following insurance policies are obtained and kept in force through the Project Completion Period for each project, with no lapses in coverage, that cover any acts or omissions of Grantee, Partners, Subcontractors or employees engaged in carrying out any tasks specified in this Grant Agreement: Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 16 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions a. Worker’s Compensation Insurance in an amount of not less than the statutory requirement of the State of California. b. Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence for bodily injury and property damage combined. c. Motor vehicle liability with limits not less than the amounts below for combined single limit per accident. Such insurance must cover liability arising out of a motor vehicle including owned, hired, and non- owned motor vehicles. (i) 7 or fewer passengers: $1,000,000 (ii) 8-15 passengers: $1,500,000 (iii) 16+ passengers: $5,000,000 d. Insurance policies must name the State of California, its officers, agents, employees and servants as additional insured parties for the commercial general liability and automobile liability insurance but only with respect to work performed under the Grant Agreement. Grantee is responsible for guaranteeing that a copy of each Certificate of Insurance is submitted to SGC within 60 calendar days of the Grant Agreement signature. The grant number must be included on each submitted Certificate of Insurance. e. Grantee must notify SGC prior to any insurance policy cancellation or substantial change of policy, including lapse of coverage, change in coverage amount, or change in carrier. f. Grantee must notify SGC if any Partners or subcontractors are not in compliance with the insurance requirements above. If any Partners or subcontractors are out of compliance, SGC reserves the right to issue a Stop Work Order, until resolved, as described below. 27. Computer Software Grantee must ensure that the appropriate systems and controls are in place so that funds under this Grant Agreement will not be used for the acquisition, operation, or maintenance of computer software in violation of copyright laws. 28. Personally Identifiable Information Information or data, including but not limited to all records and supporting documentation that personally identifies an individual or individuals is confidential in accordance with California Civil Code Sections 1798, et seq. and other relevant state or federal statutes and regulations. Grantee must ensure that all such information or data that comes into possession under this Grant Agreement is appropriately safeguarded in perpetuity, and must not release or publish any such information, data, or records. 29. Ownership i. Deliverables: a. Grantee hereby grants to the State a royalty-free, nonexclusive, transferable, world-wide license to reproduce, translate, and distribute copies of any and all materials it produces pursuant to this Grant Agreement, for nonprofit, non-commercial purposes, and to have or permit others to do so on the State’s behalf. ii. Equipment: a. For any equipment purchased or built with funds that are reimbursable as a direct cost of the TCC Project, as determined by SGC, Grantee, Partner, or Subcontractor, as applicable, must be the sole Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 17 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions owner on title. During the Project Completion Period, equipment must be dedicated to the described use in the same proportion and scope as was in the Grant Agreement, unless SGC agrees otherwise in writing. On completion or early termination of the Grant Agreement, the State will either require that the equipment be returned or authorize the continued use of such equipment at the Project Area; in making that determination, the State will consider the useful life of the equipment, and Grantee may be required to refund the State for the fair market value of equipment that continues to have a usable life, but is no longer required for project implementation. b. Grantee will assume all risk including cost for maintenance, repair, loss, destruction and damage to all equipment until disposition of equipment. SGC may, at its discretion, repair any damage or replace any lost or stolen items and deduct the cost thereof from Grantee’s invoice to the State, or require Grantee to repair or replace any damaged, lost, or stolen equipment to the satisfaction of SGC with no expense to the State. In the event of theft, a report must be filed immediately with the California Highway Patrol (State Administrative Manual § 8643 [Lost, Stolen, or Destroyed Property]). c. Grantee must maintain an inventory record for each piece of non-expendable equipment purchased or built with funds provided under this Grant Agreement. The inventory record should include, but is not limited to: (i) Grant Number (ii) Description of Equipment (iii) Manufacturer Name (iv) Model (if applicable) (v) Model Year (for vehicles only) (vi) Serial Number, License Number or Vehicle Identification Number (vii) Date Purchased (viii) Purchase Order Number (ix) Original Cost Non-expendable equipment so inventoried are equipment items that have a normal life expectancy of one (1) year or more with an approximate unit price of $5,000 or more. In addition, items of equipment that are prone to theft, loss, and misuse and may contain sensitive data (e.g. computers, printers, smartphones, tablets, cameras, GPS devices, etc.) costing less than $5,000 must be inventoried. d. Grantee must use all equipment acquired only to provide service in the Project Area as it relates to this Grant Agreement. e. The Equipment Inventory Record must be updated annually and upon request. See Reporting section for more information. iii. Vehicles: a. Grantee, Partner, or Subcontractor, as applicable, must be the sole owner of all vehicles acquired as part of CCI Project, including but not limited to, bicycles, cars, buses, vans, rail passenger equipment. During the Project Completion Period, vehicles must be dedicated to the described use in the same proportion and scope as was in the Grant Agreement, unless SGC agrees otherwise in writing. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 18 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions b. Vehicles acquired must be maintained in a state of good repair and dedicated to that public transportation use for their full useful life, which, for the purpose of this Grant Agreement, will be determined in accordance with standard State and national transit practices and applicable rules and guidelines, including any extensions of that life cycle achievable by reconstruction, rehabilitation or enhancements. If the ownership or use of the vehicles change to a use not in accordance with the Grant Agreement, Grantee may be required to reimburse the State for their fair market value. iv. Infrastructure: a. Grantee, Partner, or Subcontractor, as applicable, must ensure all necessary rights of way, property ownership, or leases have been secured prior to construction. Purchases of all real property required for the CCI Project must be free and clear of liens, conflicting easements, obstructions, and encumbrances. Any property acquisition by Grantee must not involve eminent domain proceedings or threat of eminent domain proceedings. Grantee must record deed restrictions on TCC Project property, as applicable. b. Grantee, Partner, or an appropriate public agency or subcontractor, as applicable, must be the sole owner of all rights of way, real and personal property, improvements and infrastructure funded under this Grant Agreement. The foregoing sentence notwithstanding, dispersed improvements such as those made under the Low-Income Weatherization Program may be made on private real property. Each site acquired or improved upon with funding provided under this Grant Agreement must remain permanently dedicated to the described use in the same proportion and scope as was in the Grant Agreement, unless SGC agrees otherwise in writing. If the ownership or use of the property changes to a use not in accordance with the Grant Agreement, Grantee may be required to reimburse the State in a manner determined by SGC. c. Grantee, Partner, or Subcontractor, as applicable, is obligated to continue operation and maintenance of the physical aspects of the CCI Project in accordance with the described use in the same proportion and scope as in the Grant Agreement, unless SGC, Grantee, Partner, or Subcontractor (as applicable) agrees otherwise in writing. Grantee may be excused from its obligations for operation and maintenance of the Project site only upon written approval from SGC. The CCI Project and its facilities must be maintained, supervised, and inspected by adequate and well-trained staff and/or professionals and technicians as the project reasonably requires. v. Debt Security: a. Grantee will not use or allow the use of any portion of real property purchased solely with TCC Project funds as security for any debt. This debt financing prohibition is not applicable to the AHSC Project Component. 30. Non-Performance SGC has sole discretion to determine if Grantee is performing in accordance with the Grant Agreement. Non- performance may be determined for an individual CCI Project, Transformative Plan, or the entire TCC Project. Non-performance issues can include, but are not limited to: misuse of funding for ineligible expenses, inability to meet performance requirements or schedule milestones, failure to complete or failure to make a good faith effort to complete the TCC Project as a whole or any TCC Project Components, and/or failure to comply with the terms of this Grant Agreement. i. SGC will notify Grantee in writing if non-performance is determined, and will provide instructions and a timeline to rectify all cases of non-performance. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 19 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions ii. Grantee must respond to a determination of non-performance within 30 calendar days by either a) acting on corrective actions, or b) disputing SGC’s findings in writing. iii. SGC, without waiver of other rights or remedies, may require Grantee to re-perform any actions not in accordance with this Grant Agreement. SGC may withhold any payments due to Grantee until the individual project or TCC Project is brought back into full compliance. Costs and expenses for these actions will be borne by the applicable Grantee, Partner, or Subcontractor. iv. If Grantee fails to correct any non-performance to SGC’s satisfaction, SGC may elect to terminate the entire Grant Agreement or any part thereof. Grantee may be liable for immediate repayment to SGC of all amounts disbursed by SGC under this Grant Agreement for the individual CCI Project, Transformative Plan of the entire TCC Project as applicable and only if non-performing. SGC may, at its sole discretion, examine the extent of Grantee compliance for work partially completed and determine costs eligible for reimbursement. This paragraph will not be deemed to limit any other remedies available to SGC for breach of this Grant Agreement. v. Upon termination by SGC, Grantee must deliver all invoices, reports, and other deliverables required by this Grant Agreement up to the time of termination. Grantee must deliver all materials within 60 calendar days of the termination date. 31. Disputes SGC has sole discretion to determine if an invoice, report, deliverable, or other supporting documentation is sufficient and complete, per the Grant Agreement, TCC or AHSC Guidelines, CARB Funding Guidelines, and/or any other statutory requirement. All dispute, resolution, and appeal statements must be signed by the appropriate Authorized Signatory or Designee. i. SGC will notify Grantee in writing if any materials are determined to be insufficient or incomplete within fifteen (15) working days of receiving the materials. a. Grantee must respond in writing within fifteen (15) working days with either a) materials requested by the SGC, or b) a written statement disputing SGC’s findings. ii. Grantee has fifteen (15) working days to submit a written dispute statement to the TCC Grant Manager. The dispute statement must contain a concise description of the dispute, along with any supporting documentation. a. Grantee and relevant parties must attempt to negotiate a resolution to the dispute. b. SGC will present a dispute resolution within fifteen (15) working days of receiving Grantee’s dispute statement. ii. Grantee has fifteen (15) working days to appeal a dispute resolution. Grantee must submit a written appeal statement to SGC. The appeal statement must contain a concise description of the appeal, along with any supporting documentation. a. Grantee and relevant parties must attempt to negotiate a resolution to the appealed dispute. b. SGC will respond to the appeal statement within fifteen (15) working days of receiving Grantee’s appeal statement. iii. If Grantee wants to further appeal a dispute resolution after undergoing both the dispute and appeal process, Grantee must submit a further appeal statement to the Government Claims Program at the Department of General Services, the final administrative forum for resolution of the dispute. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 20 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions iv. During a dispute, Grantee must observe any Stop Work Orders put into effect until the dispute is resolved. 32. Stop Work Order SGC has the right to issue a Stop Work Order for an individual CCI Project, Transformative Plan, or the entire TCC Project and suspend payments to Grantee. SGC reserves the right to issue a Stop Work Order if there is a breach in the leverage funding commitments that put components of the TCC Project at risk of not being completed. i. Immediately upon receiving a Stop Work Order written notice, Grantee must cease all work under the individual project or TCC Project. The Stop Work Order will be in effect until resolution is reached or until the project is terminated. a. SGC may require remedial steps from Grantee. b. The individual project or TCC Project may be terminated by means of an amendment. ii. Any costs incurred after the issuance of a Stop Work Order will not be reimbursed. Costs and expenses for these actions will be borne by Grantee. Work may resume only upon written SGC notification that the Stop Work Order has ended. If Grantee issues a Stop Work Order to a Partner, or if Grantee and/or Partners issue a Stop Work Order to any Subcontractors, they must notify SGC within ten (10) working days of issuing the order. 33. Health Impacts If SGC has a reasonable concern about the public health impact of a Project Component, SGC may require Grantee to further study and mitigate the impact as directed by SGC. Section 13 of this Agreement, Payment Provisions, notwithstanding, Grantee may request any required study and mitigation to be considered an eligible cost for reimbursement based on the fiscal inability of the entity required to perform the directed work. 34. Termination for Convenience Both SGC and Grantee have the right to terminate this Grant Agreement prior to the end of the grant term upon 30 calendar days of written notice. The written notice must specify the reason for early termination and may permit SGC or Grantee to rectify any deficiency(ies) prior to the termination date. i. Conditions of early termination: a. Upon any termination, Grantee must deliver all invoices, reports, and other deliverables required by this Grant Agreement up to the time of termination. Grantee must deliver all materials within 60 calendar days of the termination date. b. Upon receipt of notice from SGC of Termination for Convenience, Grantee shall immediately take action to ensure neither it nor any Partner or subcontractor incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. c. SGC will examine the extent of Grantee compliance for work partially completed and reasonably determine costs eligible for reimbursement based on final invoices submitted and compliance with this Grant Agreement. ii. The rights and remedies of the SGC and Grantee provided in this Section shall not be exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 21 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions 35. Governing Law and Venue This Grant Agreement will be governed by the laws of the State of California without regard to conflicts of law principles. Venue will be in Sacramento County, California. 36. Grantee Independence/Not an Agent of the State Grantee, and its employees, agents, Subcontractors, and Partners, in their performance of this Grant Agreement, must act in an independent capacity and not as officers or employees or agents of the State. 37. Indemnification Grantee agrees to indemnify, defend (with counsel reasonably approved by the State) and hold harmless the State, its employees, officers or agents from and against any and all claims, injury, damages, liability, loss or attorneys’ fees arising out of or in connection with the subject matter, terms or performance of this Grant Agreement, and from any suit, proceeding or challenge against the State and its employees, officers or agents by a third party alleging that by virtue of the terms of this Grant Agreement, the State and its employees, officers or agents have done any wrongful act or breached any representation, whether based on a claim in contract, tort or otherwise, excepting gross negligence and intentional misconduct. 38. Waiver Grantee waives any and all rights to any type of express or implied indemnity or right of contribution from the State, officers, agents or employees, for any liability arising from, growing out of, or in any way connected with this Grant Agreement. Grantee waives all claims and recourses against the State, including the right to contribution for loss or damage to persons or property arising from, growing out of or in any way connected with or incident to this Grant Agreement, except claims arising from the gross negligence and intentional misconduct of the State, its officers, agents, and employees. None of the provisions of this Grant Agreement will be deemed waived unless expressly waived in writing. No waiver or any breach of the Grant Agreement shall be held to be a waiver of any prior or subsequent breach. The failure of SGC to enforce at any time the provisions of this Grant Agreement or to require at any time performance by Grantee of these provisions shall in no way be construed to be a waiver of such provisions nor affect the validity of this Grant Agreement or the right of SGC to enforce these provisions. 39. No Third-Party Beneficiaries This Grant Agreement is not intended for the benefit of any person or entity other than the Parties, and no one other than the Parties themselves may enforce any of the rights or obligations created by this Grant Agreement. 40. Force Majeure Neither the State nor Grantee will be responsible hereunder for any delay, default, or nonperformance of this Grant Agreement, to the extent that such delay, default, or nonperformance is caused by an act of God, weather, accident, enemy or hostile governmental action, civil commotion, strikes, lockouts, labor disputes, fire or other casualty, or other contingencies unforeseen by the State or Grantee, its Partners, Subcontractors, or vendors, and beyond the reasonable control of such party. 41. Expatriate Corporations Grantee hereby declares that it is not an expatriate corporation or subsidiary of an expatriate corporation within the meaning of Public Contract Code Section 10286 and 10286.1, and is eligible to contract with the State of California. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 22 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions 42. Corporation Qualified to do Business in California When work under this Grant Agreement is to be performed in California by a corporation, the corporation must be in good standing and currently qualified to do business in the state. "Doing business" is defined in Revenue and Taxation Code Section 23101 as actively engaging in any transaction for the purpose of financial or pecuniary gain or profit. 43. Self-Dealing and Arm’s Length Transactions All expenditures for which reimbursement pursuant to this Grant Agreement is sought must be the result of arm’s-length transactions and not the result of, or motivated by, self-dealing on the part of Grantee or any employee or agent of Grantee. 44. Relocation If a project is subject to State Relocation Law and a relocation plan is required by State Relocation Law (Gov. Code, § 7260 et seq.) and Section 6038 of the Relocation Assistance and Real Property Guidelines (25 Cal. Code of Regulations, div. 1, ch. 6, § 6000 et seq.) for the Project Area, Grantee must provide a copy of the relocation plan. 45. Americans with Disabilities Act Grantee certifies that itself, its Partners, and Subcontractors comply with the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines pursuant to the ADA (42 U.S.C. 12101 et seq.). 46. Non-discrimination Clause During the performance of this Grant Agreement, Grantee, Partners, and Subcontractors will not unlawfully discriminate, harass, or allow harassment against any person on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status, nor will they discriminate unlawfully against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status. Grantee, Partners, and Subcontractors must ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. Grantee, Partners, and Subcontractors must comply with the provisions of the Fair Employment and Housing Act (Gov. Code, § 12990 et seq.) and the applicable regulations promulgated there under (Cal. Code Regs., title 2, § 11005 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code Section 12990 (a)-(f), set forth in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations, are incorporated into this Grant Agreement by reference and made a part hereof as if set forth in full. Grantee must ensure that itself, Partners, and Subcontractors give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other grant agreement. Grantee must include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform services under this Grant Agreement. 47. Drug-Free Workplace Certification Grantee certifies that it will provide a drug-free workplace to employees of Grantee, Partners, and Subcontractors by taking the following actions: Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 23 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions i. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession or use of a controlled substance is prohibited in the organization’s workplace and specifying the actions that will be taken against employees for violations of the prohibition. ii. Establish a drug-free awareness program to inform employees about: a. the dangers of drug abuse in the workplace; b. the organization's policy of maintaining a drug-free workplace; c. any available counseling, rehabilitation and employee assistance programs; and, d. penalties that may be imposed upon employees for drug abuse violations. iii. Every employee who works on the Grant Agreement must: a. receive a copy of the company's drug-free workplace policy statement; and, b. agree to abide by the terms of the company's statement as a condition of employment on the Grant Agreement. 48. Child Support Compliance Act Grantee recognizes the importance of child and family support obligations and must fully comply with all applicable state and federal laws relating to child and family support enforcement, including, but not limited to, disclosure of information and compliance with earnings assignment orders, as provided in Family Code Section 5200 et seq.; and Grantee, to the best of its knowledge, is fully complying with the earnings assignment orders of all employees, and is providing the names of all new employees to the New Hire Registry maintained by the California Employment Development Department. 49. Environmental Justice In the performance of this Grant Agreement, Grantee must conduct its programs, policies, and activities that substantially affect human health or the environment in a manner that ensures the fair treatment of people of all races, cultures, and income levels, including minority populations and low-income populations of California. 50. Union Organizing By signing this Grant Agreement, Grantee hereby acknowledges the applicability of Government Code Sections 16645, 16645.2, 16645.8, 16646, 16647, and 16648 to this Grant Agreement and hereby certifies that: i. No grant funds disbursed by this Grant Agreement will be used to assist, promote, or deter union organizing by employees performing work under this Grant Agreement. ii. If Grantee makes expenditures to assist, promote, or deter union organizing, Grantee must maintain records sufficient to show that no state funds were used for those expenditures, and that Grantee must provide those records to the Attorney General upon request. 51. Prevailing Wages and Labor Compliance Grantee certifies that it will comply with all prevailing wage requirements under California law, pursuant to Section 1720 et seq. of the California Labor Code. The California Labor Code requires payment of locally prevailing wages to workers and laborers on state government contracts in excess of $1,000 for public works projects. A “public work” is the construction, alteration, demolition, installation, repair or maintenance work done under contract and paid for in whole or in part out of public funds. The definition applies to private contracts Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 24 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions when certain conditions exist. Grantee can identify additional stipulations and exceptions under Cal. Labor Code § 1720 et seq. i. Grantee must ensure the following on “public work” activities under this Grant Agreement: a. Prevailing wages are paid; b. The project budget for labor reflects these prevailing wage requirements; and c. The project complies with all other requirements of prevailing wage law including but not limited to keeping accurate payroll records, and complying with all working hour requirements and apprenticeship obligations. ii. Grantee must ensure that its Partners and Subcontractors, if any, also comply with prevailing wage requirements. Grantee must ensure that all agreements with its Partners and Subcontractors to perform work related to the TCC Project contain the above terms regarding payment of prevailing wages on public works projects. iii. The Department of Industrial Relations (DIR) is the primary resource for consultation on the requirements of California prevailing wage law. a. Grantee can identify the rates for prevailing wage on the DIR website at http://www.dir.ca.gov. Grantee may contact DIR for a list of covered trades and the applicable prevailing wage. b. If Grantee is unsure whether the TCC Project or individual projects receiving this award is a “public work” as defined in the California Labor Code, it may wish to seek a timely determination from the DIR or an appropriate court. c. If Grantee has questions about this contractual requirement, recordkeeping, apprenticeship or other significant requirements of California prevailing wage law, it is recommended Grantee consult DIR and/or a qualified labor attorney before accepting this grant award. 52. Publicity Grantee agrees to adhere to the TCC Press Kit provided by SGC. i. Branding: Grantee is required to use the SGC and CCI names and/or logos for all publications, websites, signage, invitations, and other media-related and public-outreach products related to the TCC grant. All such materials must include the following standard language about the TCC Program and the California Climate Investments: The Transformative Climate Communities (TCC) Program funds community-led development and infrastructure projects that achieve major environmental, health and economic benefits in California’s most disadvantaged communities. TCC empowers the communities most impacted by pollution to choose their own goals, strategies and projects to enact transformational change – all with data-driven milestones and measurable outcomes. This program is administered by the Strategic Growth Council (SGC) which coordinates the activities of State agencies and partners with stakeholders to promote sustainability, economic prosperity, and quality of life for all Californians. The TCC Program is part of California Climate Investments, a statewide program that puts billions of Cap-and-Trade dollars to work reducing GHG emissions, strengthening the economy, and improving public health and the environment – particularly in disadvantaged communities. The Cap-and-Trade program also creates a financial incentive for industries to invest in clean technologies and develop innovative ways to reduce pollution. California Climate Investments projects include affordable housing, renewable energy, public transportation, zero-emission vehicles, environmental restoration, more Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 25 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions sustainable agriculture, recycling, and much more. At least 35 percent of these investments are located within and benefiting residents of disadvantaged communities, low-income communities, and low- income households across California. For more information, visit the California Climate Investments website at: www.caclimateinvestments.ca.gov ii. Media: Grantee must provide to SGC the name, phone number, and email address of Grantee’s point of contact for all press inquiries and communications needs related to the project. Grantee is encouraged to distribute a press release for major milestones throughout the lifecycle of the grant. All press releases must be approved by the SGC Communications Office prior to distribution and SGC must be alerted and invited to participate in any and all press conferences related to the grant. iii. Signs: Grantee shall place, or cause to be placed, signs on project construction sites stating that SGC is providing financing through the TCC Program in an appropriate location(s), typeface and size containing the following message: TRANSFORM FRESNO THIS PROJECT HAS BEEN MADE POSSIBLE BY FINANCING FROM CALIFORNIA CLIMATE INVESTMENTS (FUNDED THROUGH THE GREENHOUSE GAS REDUCTION FUND) TRANSFORMATIVE CLIMATE COMMUNITIES PROGRAM THROUGH THE STRATEGIC GROWTH COUNCIL The sign shall be maintained in a prominent location visible and legible to the public. If the job sign includes the acknowledgment and/or logo of one or more other public lenders, the SGC acknowledgment and logo shall also be displayed in a similar size and layout. Copies of the SGC and Program logos can be obtained by contacting the TCC Grant Manager or from the SGC website. Project types such as vehicles, equipment, and consumer-based incentives are also encouraged to identify the funding source by using a decal, sticker, or other signage that includes the California Climate Investments logo. For projects with permanent infrastructure (e.g., AHSC, parks, transit stations, mobility hubs, EV charging stations, community gardens, bike lanes, pedestrian improvements), signage should be on durable materials for the life of the project. For projects with multiple sites or dispersed throughout the project area, such as the Low-Income Weatherization Program, or Urban and Community Forestry, signage must be posted on 10% of sites for the duration of the grant term. Signage should be of "lawn sign" quality for these disbursed sites. Upon installation of the sign(s), Grantee shall submit a digital photograph thereof to SGC to verify compliance with these signage requirements. iv. Communications Materials: In collaboration with SGC, Grantee is required to prepare one or more 2-4 page documents that provide a summary of the grant components and tell the story of the TCC proposal development process and/or implementation. These materials will be displayed on SGC’s website. v. Social media: Grantee is encouraged to use social media to share the process of creating a TCC proposal and to inform the public of all stages of implementation. @CalSGC and @CAClimateInvest should be Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 26 EXHIBIT A - SCOPE OF WORK Part 2 – General Terms and Conditions tagged on all posts related to the TCC grant. Use of the hashtags #TCC and #CommunityLedTransformation is also encouraged. 53. Recycled Contents Products Lead Entity must certify in writing under penalty of perjury, the minimum, if not exact, percentage of post- consumer material as defined in the Public Contract Code Section 12200, in products, materials, goods, or supplies offered or sold to the State regardless of whether the product meets the requirements of Public Contract Code Section 12209. With respect to printer or duplication cartridges that comply with the requirements of Section 12156(e), the certification required by this subdivision must specify that the cartridges so comply (Pub. Contract Code § 12205). 54. Severability If a court of competent jurisdiction holds any provision of this Grant Agreement to be unlawful, unenforceable, or invalid in whole or in part for any reason, such provisions will be severed without affecting any other provision of this Grant Agreement. The validity and enforceability of the remaining provisions, or portions of those provisions, will not be affected. 55. Terms that Survive Grant Agreement The following Sections survive the termination or expiration of the Grant Agreement: 4, 20, 21, 22, 23, 24, 26, 28, 29, 35, 36, 37, 38, 39, 40, 54, and 55. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 27 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Total Awarded Grant Funds The total amount awarded for this grant will not exceed $66,500,000.00 [Sixty-Six Million, Five Hundred Thousand Dollars and No Cents]. Total Leverage Funds The total leverage funds for this grant will equal no less than $117,300,816.30 [One Hundred Seventeen Million, Three Hundred Thousand, Eight Hundred Sixteen Dollars and Thirty Cents]. TCC Project Budget and Schedule of Deliverables Grantee Administrative Costs Timeline Grant Funds Leverage Funds Grant Administration activities, including indicator tracking, per the grant agreement and Memorandum of Understanding Grant Term $643,749.85 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 28 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Budget and Schedule of Deliverables for CCI Projects CCI Project Name and #: 1 – Chinatown Housing Development Project Type: Affordable Housing and Sustainable Communities Address: 1101 F Street, Fresno, CA, 93706 Project Description: The proposed Chinatown project will be a high density, 4-story mixed-use development with 4695 square feet. of ground floor retail space. The Chinatown project will have 56 affordable workforce housing units, and one (1) manager’s unit. The site consists of 0.60 acres of vacant land at 1101 F Street, Fresno, CA 93706 and is within one block of the proposed High Speed Rail Station and across the street from the proposed City Park. This project provides affordable housing, encourages use of mass transit and pedestrian walkways, and provides new retail space to stimulate economic development. Land Area: 0.60 acres Estimated Residential Rental Area: 54188 sq. ft Number of Buildings:1 Estimated Commercial Area: 4695 sq. ft Total Requested AHD Fund: $8,007,319 Total Requested STI Fund: $977,902 Total Requested HRI Fund: $2,800,000 Total Requested Admin Fund Including Cost for Indicators Tracking: $0 AHSC Lead Partner: Housing Authority of the City of Fresno, CA Developer: Housing Authority of the City of Fresno, CA Project Reimbursement Conditions: The City of Fresno commits to permanently cease all burning activity at the City’s Fire Station 3 (located at 1406 Fresno Street in the Chinatown neighborhood) including burning in the Training Tower and all burning that could be associated with live burn drills, vehicles and or use of the Fire Department’s single-story burn props, regardless of their placement on the site of the training facility on or prior to the Tax Credit Financial closing related to this project. No reimbursement will be approved until SGC receives an official letter from the City of Fresno and Housing Authority of the City of Fresno that the grant condition has been met. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 29 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Affordable Housing Development (Part 1 of 3) a) Scope of Work TCC Restricted Units must equal at least 20 percent of the total residential units. # of Bedrooms # of Units AHSC Restricted* Income Limit (% of AMI) Total Unrestricted Unit TOTAL RESTRICTED UNITS** 0 5 5 30% AMI 5 1 5 5 30% AMI 5 2 5 5 30% AMI 5 3 0 0 30% AMI 0 0 4 4 50% AMI 4 1 4 4 50% AMI 4 2 5 5 50% AMI 5 3 1 1 50% AMI 1 0 6 6 60% AMI 6 1 7 7 60% AMI 7 2 13 13 60% AMI 13 3 1 1 60% AMI 1 3 1 none 1 56 Total Project Units 57 56 1 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 30 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Total Restricted units include all units restricted by TCC and TCAC. The TCC award amount was calculated based on the number of Total Restricted Units. Additionally, upon completion, the Affordable Housing Development must meet or exceed the applicable minimum Net Density as set forth in Section 103(a)(1)(A)(iv) of the AHSC Guidelines. b) Milestones PERFORMANCE MILESTONE DATE Execute binding agreement between the Recipient and developer of the proposed Capital Project detailing the terms and conditions of the Capital Project development. 02/25/2019 Secure all Enforceable Financing Commitments. 12/11/2019 Submission of Final Construction Drawings and Specifications to the appropriate local building department or permitting authority. 06/18/2019 Commencement of construction. 03/15/2020 Construction complete and the filing of the Notice of Completion. 05/15/2021 Permanent loan closing. 12/15/2021 Program funds fully disbursed. 12/15/2021 c) Overall Budget USES OF FUNDS REQUESTED TCC AHD FUNDS TOTAL RESIDENTIAL SOURCES/COSTS TOTAL COMMERCIAL SOURCES/COSTS Lesser of Land Cost or Value $225,000 Demolition Legal & Closing Costs Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 31 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Verifiable Carrying Costs Existing Improvements Cost Total Acquisition $225,000 Off-Site Improvements $950,000 Environmental Remediation Site Work (hard costs) $601,858 Urban Greening Structures (hard costs) $8,007,319 $10,673,445 Commercial Space (hard costs) $939,000 Parking $1,160,000 General Requirements $744,487 Contractor Overhead $744,487 Contractor Profit $246,426 GC Bond Premium/ Insurance $471,992 $13,008 Solar System $473,200 Other (Tenant Improvements) $200,000 Total New Construction $8,007,319 $16,065,895 $1,152,008 Design $957,666 $78,045 Supervision Total Architectural Costs $957,666 $78,045 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 32 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Engineering $150,000 ALTA Land Survey Total Survey & Engineering $150,000 Hard Cost Contingency $1,056,785 $56,950 Soft Cost Contingency $177,725 Total Contingency Costs $1,234,510 $56,950 Construction Loan Interest $889,055 Origination Fee $153,147 Credit Enhancement & App. Fee $5,000 Owner Paid Bonds/Insurance Lender Expenses $15,200 Taxes During Construction $20,000 $5,000 Prevailing Wage Monitor $100,000 Insurance During Construction $26,000 Title and Recording Fees $10,000 Construction Mgmt. & Testing $50,000 Predevelopment Interest Exp. $5,000 Other: Accrued Interest on Soft Loans $222,632 Other: $0 Total Construction Expenses $1,496,034 $5,000 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 33 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Loan Origination Fee(s) $26,500 Lender Expenses $25,900 Credit Enhancement & App. Fee Title and Recording $10,000 Property Taxes Insurance $15,000 Total Permanent Financing $77,400 Construction Lender Legal Expenses $35,000 Permanent Lender Legal Fees Sponsor Legal Fees $175,000 Organizational Legal Fees $30,000 Syndication Legal Fees $15,000 Total Legal Fees $255,000 Operating Reserve $195,263 Replacement Reserve $28,500 Rent-Up Reserve Transition Reserve Other: Reserve for Transit Passes for 56 units for 5 years ($48.00/pass) $161,280 Total Capitalized Reserves $385,043 Appraisal(s) $2,000 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 34 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Market Study $6,000 Physical Needs Assessment Environmental Studies $25,000 Total Reports & Studies $33,000 CTCAC App./Alloc./Monitor Fees $36,630 CDLAC Fees $5,360 Local Permit Fees $200,000 Local Development Impact Fees $600,000 Other Costs of Bond Issuance $118,629 Syndicator / Investor Fees & Expenses Indicator Tracking $50,000 Furnishings $200,000 Final Cost Audit Expense $20,000 Marketing $75,000 Financial Consulting $55,000 Other: Planning Consultant $15,000 Total Other Costs $1,375,619 SUBTOTAL $8,007,319 $22,255,167 $1,292,003 Developer Fee/Overhead/Profit $3,454,910 Consultant/Processing Agent Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 35 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Project Administration Syndicator Consultant Fees Guarantee Fees Broker Fees Paid to Related Party Construction Oversight & Mgmt. Total Developer Costs $3,454,910 Total Project Costs $27,002,080 Total Requested TCC AHD Funds$ $8,007,319 d) Detailed Budget Major Tasks Deliverables/Milestones Timeline Grant Funds Task 1: Escrow Closing (Affordable Housing Development Draw Request) Subtask A: Prepare final construction documents Subtask B: Secure bond allocation and 4% tax credits from CDLAC and CTCAC Subtask C: Close Escrow Subtask D: Commence Construction Subtask E: Submit draw request to SGC for 25% of TCC AHSC AHD funds Subtask A: Final Construction Documents Subtask B: Resolution from CDLAC on bond allocation and reservation letter from CTCAC Subtask C: Closing Statement Subtask D: Commence Construction Subtask E: Submit draw request for 25% of TCC AHSC AHD funds Subtask A: Month 2-8 Subtask B: Month 9-11 Subtask C: Month 12-14 Subtask D: Month 12-14 Subtask E: Submit draw request for 25% of TCC AHSC AHD funds one month after construction commencement (estimated Month 15) $2,001,829.75 (First 25% Draw) Task 2: Construction (Affordable Housing Development Draw Request) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 36 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask A: Complete 50% of construction Subtask B: Submit 2nd draw request for 25% of TCC AHSC AHD funds Subtask A: Construction documentation verifying that 50% of the construction budget has been expended with supporting invoices and payment documentation Subtask B: Submit 2nd draw request for 25% of TCC AHSC AHD funds Construction Start Date: Month 14 50% Construction Completion: Estimated Month 21 Construction End Date: Estimated January Month 28 $2,001,829.75 (Second 25% Draw) Task 3: Complete Construction (Affordable Housing Development Draw Request) Subtask A: Complete 75% of construction Subtask B: Complete construction Subtask C: Submit 3rd and 4th draw request for 25% of TCC AHSC AHD funds Subtask A: Construction documentation verifying that 75% of the construction budget has been expended with supporting invoices and payment documentation. Subtask B: Verification of Certificate of Occupancy and Copy of Recorded Notice of Completion Subtask C: Submit 3rd and 4th draw request for 25% of TCC AHSC AHD funds Subtasks A - D: Construction End Date: Estimated Month 28 Submit after 35 days from recordation date of Notice of Completion Meet the CDLAC 50% test Submit draw for 3rd and 4th draw request on Month 25 $2,001,829.75 (Third 25% Draw) Task 4: Project completion Final 25% of the requested fund will be released upon receiving applicable documents listed below: Proposal for Management Agent. Management Agreement. Management Plan Rental Agreement, exhibits and HCD Lease Addendum. Appeal and grievance procedure. Evidence of hazard and liability insurance. Submit certificate with the liability endorsement. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 37 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Initial proposed operating budget and explanation of budgeted costs (electronic version required). Schedule of Rental Income (electronic budget). Updated preliminary title report (less than 30 days old). ALTA Land Title "As Built" Survey (SGC must be named as a party to the transaction within the signed Surveyor's Certificate). Partnership borrowers: all partnership agreement documents including amendments, LP-1, LP-2, loan authorization and certificate of status from Secretary of State. "Corporate managing general partner or borrower: articles of incorporation, by-laws, resolution, certificate of status from the Secretary of State (SOS). Limited Liability Company managing general partner or borrower: articles of organization, operating agreement, resolution, certificate of status from the SOS." Prevailing Wage Compliance Certificate. Certification of Completion. Architect's completion certificate. Statement from borrower certifying receipt of all construction warranty documents and an itemization of these documents. Final certificate of occupancy. Copy of recorded notice of completion. Final audited cost certification - signed. General Liability and Property Insurance copies. Recorded deed of trust. Signed checklist for jurisdiction’s checklist. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 38 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Housing Related Infrastructure (Part 2 of 3) Lead Entity: Housing Authority of the City of Fresno, CA Project Description: Construct site utilities, surface improvements, and parks-landscaping amenities associated with China Town Housing Development Task Deliverables/Milestones Timeline Grant Funds Leverage Funds Task 1: Escrow Closing (Affordable Housing Development Draw Request) Subtask A: Documentation of site acquisition Subtask B: Documentation of impact fees Subtask C: Documentation of architectural and engineering services Subtask A: Submit documentation of site acquisition Subtask B: Submit documentation of impact fees to be paid Subtask C: Submit documentation of architectural and engineering services to be paid Subtask D: Submit draw request for portion of TCC HRI funds (Estimated $1,325,732) Subtask A - C: Pay at escrow closing (estimated Month 14) Subtask A: $225,000 Subtask B: $300,000 Subtask C: $800,732 $0 Task 2: Construction (Affordable Housing Development Draw Request) Subtask A: Complete 50% of site utilities, surface improvements, and parks-landscaping amenities Subtask A: Construction documentation verifying that 50% of the site utilities, surface improvements, and parks-landscaping amenities construction budget has been expended with supporting invoices and payment documentation Subtask B: Submit 2nd draw request for portion of TCC HRI funds ($737,134) Construction Start Date: Month 14 50% Completion: Estimated two months after closing (Month 16) Subtask A: $737,134 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 39 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: Complete Construction (Affordable Housing Development Draw Request) Subtask A: Complete site utilities, surface improvements, and parks- landscaping amenities Subtask A: Construction documentation verifying that the site utilities, surface improvements, and parks-landscaping amenities construction budget has been expended with supporting invoices and payment documentation Subtask B: Submit 3rd draw request for portion of TCC HRI funds ($737,134) Construction Start Date: Month 14 HRI work completion: Estimated four months after closing (Month 18) Subtask A: $737,134 $0 HRI Project Subtotal $2,800,000 $0 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $0 $0 HRI Project Total $2,800,000 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 40 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Sustainable Transportation Infrastructure (Part 3 of 3) Lead Entity: City of Fresno Project Description: There are three Sustainable Transportation Improvements (STI) planned. STI #1 will improve active transportation access to a transit stop in Chinatown located on F and Tulare Streets through the installation of 14 LED streetlights on F Street. Lighting will be installed from Fresno to Ventura Street. STI #2 will increase the urban tree canopy and provide more greenspace in Chinatown. This will be accomplished through planting 26 trees on F Street from Fresno to Mariposa Streets. One parklet will also be installed within these limits. STI #3 will reconstruct China Alley between Kern and Inyo into a permeable green alley and install strand lighting to increase visibility. The City of Fresno will provide the long-term operations and maintenance of the improvements. Task Deliverable(s) Timeline Grant Funds Leverage Funds TASK 1: Project Readiness Subtask A: CEQA Process Subtask B: Utility Data Gathering Subtask C: Topographic Survey 1. City to prepare Notice of Determination 2. Compile known utilities within areas of work 3. City to prepare topo survey and deliver CAD file incorporating R/W, utility and geographic field data for design Month 1-3 $12,504 15% of PE $0 TASK 2: Preliminary Engineering Subtask A: 30% Design Plans Subtask B: 60% Design Plans Subtask C: 90% Design Plans, Specifications and Estimates (PS&E) Subtask D: 100% Design PS&E 1. Prepare preliminary plans and route for review 2. Continue design and incorporate comments from 30% submittal. Route for review 3. Complete design and incorporate comments from 60% submittal. Prepare Specifications and update Engineer’s Estimate 4. Incorporate comments from 90% submittal. Route for signatures Month 4-35 $52,021 Remaining PE funding $0 TASK 3: Construction Bidding and Award Subtask A: Advertise Project for Bidding Subtask B: Receive Bids Subtask C: Identify Responsive & Responsible Bidder 1. Upload PS&E’s to online portals and advertise project per normal bidding process 2. Bid packages will be delivered to City per standard bidding process Month 36-44 $4,168 5% of PE $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 41 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask D: Council Award of Construction Contract Subtask E: Construction Contract Executed 3. Bid opening will be public and Staff will determine who the lowest responsive and responsible bidder is 4. Staff will present contract to Council for award 5. Contract will be executed upon Council award TASK 4: Construction Subtask A: Begin Construction Subtask B: Construction Complete Subtask C: Final inspection Subtask D: Initial Close-out 1. Staff will hold a pre-construction meeting and issue a Notice to Proceed to Contractor. Contractor will pull required permits and commence construction 2. Major work activities are complete, Contractor begin demobilizing 3. Final punch list will be developed by staff and delivered to Contractor for completion 4. Issue retainage (if applicable), complete final paperwork and documentation Month 45-60 $894,540 All CON- related funding $0 TASK 5: Project Management 1. Staff documentation, meetings, project coordination, etc. as required to achieve project milestones Month 1-60 $7,334 0.75% of total budget $0 TASK 6: Grant Administration Subtask A: Memorandum of Understanding (MOU) Subtask B: Financials Subtask C: Reporting Subtask D: Review and Performance Subtask E: Closeout 1. Work with City of Fresno (Grantee) to finalize individual MOU that defines responsibilities and expectations 2. Implement process, defined by MOU, to submit invoices and supporting documentation for grant reimbursement 3. Provide regular reports, as defined by the requirements of specific project type(s), by prescribed deadlines to Grantee for inclusion in required regular reports to the state 4. Implement processes and oversight systems that ensure compliance with grant agreement and project specific requirements. Maintain project records during grant period and for three years post closeout Month 1-60 (included below) 0.75% of total budget $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 42 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES for potential site visits/review by Grantee and/or the State. 5. Reconcile all final expenses and submit all final invoices for reimbursement. Submit all Final and Phase 2 reports as required by project type. STI Project Subtotal $970,568 $0 Grant Administration (see Task F, above) Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $7,334 $0 STI Project Total $977,902 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 43 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 2 – EOC Partnership for Energy Savings and GHG Reductions in SW Fresno Project Type: Low-Income Weatherization Lead Entity: Fresno Economic Opportunities Commission (Fresno EOC) Project Description: The project will install energy efficiency and solar water heating measures on 170 single-family homes in Southwest Fresno. The project will also assess, design, and install 510,000 watts of solar photovoltaic systems on 135 single-family homes in the TCC Project Area. Fresno EOC will provide on the job training and Sun Power certification of crews from the target area (approximately 6 trainees total). Fresno EOC and GRID Alternatives (CCI Project #3) will coordinate their outreach and installation plans. Fresno EOC will provide technical support to homeowners during the post-installation warranty period. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Install Solar on Residential Homes Subtask A: Train staff about program requirements (qualifications, target area, income guidelines, services, etc.) Subtask B: Complete Intake/Education/Certification Subtask C: Assessment/Permitting/Installation/Turn System On Subtask D: Post Inspection/Reporting/Warranty Subtask E: System Monitoring/Follow Up 1. Train staff and partners on program requirements 2. Review current weatherization recipients for Solar PV qualification and send out applications. Outreach/market to local churches, organizations, groups, and partners in target area. 3. Complete 135 Solar PV applications and educate clients on Solar PV 4. Assess, Design and Install Solar PV on 135 homes 5. Inspect, Report and Warranty 135 Solar PV Homes. Educate clients on PG&E Billing. 6. Monitor 135 Solar PV Homes. Respond to client questions, issues, concerns. Month 1-12 (Installations) Month 12- End of Warranty (Education & System Monitoring) $1,987,095.00 $0 Task 2: Install Energy Efficiency Measures / Target Homes Subtask A: Initiate Marketing & Outreach Activities Subtask B: Perform Intake and Energy Education to Residents Subtask C: Home Assessment/ Installation & Post Inspections 1. Train staff and partners on program requirements 2. Attend 5 outreach events 3. Process & Survey 170 homes 4. Assess & Weatherize 170 homes 5. Inspect homes 6. Post-installation support policies and procedures Month 1-12 $917,732.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 44 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: On the Job Training and Certification Subtask A: Identify Trainees from Target Area Subtask B: Send trainees for SunPower Certification Subtask C: On-the-Job Training: Assessment, Design, Installation, Permitting, Turn-on System, Post Inspection Subtask D: Install Solar PV System on Residential Homes 1. Find crews/trainees from Target Area: Fresno EOC's subcontractors, QHS and GHS Govans, will have trainees from the targeted area. If trainees are not yet certified, they will be identified and sent to receive proper training. Fresno EOC's Local Conservation Corps will have trainees/crews who reside in the target area. LCC will identify trainees who will work on the project and get the necessary certifications. 2. Require Subcontractors to have crews from Target Area. QHS and GHS Govans will have crews with employees who reside within the target area. These crews will be familiar with the neighborhoods. Fresno LCC anticipates having 3 trainees become SunPower Certified within the first 6 months. GHS Govans anticipates having 3 trainees certified by the end of 9 months. QHS already have certified trainees/staff at the start of the contract period. QHS will be able to start installing immediately upon contract commencement. 3. Attend 3-day SunPower Training. At a minimum, the lead crew member must be SunPower certified before a crew can begin installation. Training costs will initially be covered by Fresno EOC and SunPower; however, training costs must be reimbursed by LCC and GHS after installation of systems. Lodging and meals will not be covered by Fresno EOC or SunPower. 4. Obtain SunPower certification. SunPower requires that all installers of SunPower panels be certified. 5. On-the-Job training for Trainees. Before and after receiving certification, trainees will be able to Month 1-10 $11,880.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 45 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES receive on-the-job training from QHS. Trainees will be able to learn all aspects of completing a solar PV system. 6. Install solar PV by newly certified crews. CCI Project Subtotal $2,916,707.00 $0 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $291,670.70 $0 CCI Project Total $3,208,377.70 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 46 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 3 – GRID Solar Collaborative Single-Family Partnership Project Type: Low-Income Weatherization Lead Entity: GRID Alternatives Project Description: GRID Alternatives will install 183 kilowatts of solar photovoltaic systems on 60 single-family homes in Southwest Fresno. GRID will also host monthly energy efficiency workshop classes and community outreach activities on solar qualification, training opportunities, and educating the community on energy efficiency and consumer behaviors that save money on electrical utility bills (led by partners Fresno Center for New Americans and Stone Soup Fresno). 100% of project beneficiaries shall be low-income families falling below 80% AMI in the TCC Project Area. The project will target 133 TCC area individuals for on the job training in solar. GRID Alternatives will provide technical support to homeowners during the post-installation warranty period. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Single Family (SF) Solar Installation Subtask A: Community Outreach (Volunteers) – media outreach, door to door canvassing, community orientation events Subtask B: Qualification – identify and recruit participants, hold client energy efficiency training on homeowner applications, review applications Subtask C: Construction Review – site visitation, design analysis and development, complete solar site plans, design, structural, electrical, and site safety plan Subtask D: Permitting and Installation Approvals – submit permit applications to City of Fresno Planning Department, pay permit fees, receive installation permits and construction approval Subtask E: Installation – complete contracts with homeowners, schedule installations, complete installations Subtask F: Interconnection – request City inspections, net metering (NEM) connection, and permission to operate (PTO) from utility company 1. 183 kilowatts of solar PV systems on 60 homes (approximately 3 per month in Year 1 and approximately 6 per month in Year 2) 2. 24 energy efficiency workshops (approximately 1 per month) 3. Host monthly media outreach (electronic, print, digital), door to door canvassing, and community orientation events 4. Train 133 volunteers in installation (approximately 2 per project) 5. Post-installation support policies and procedures Month 1-24 $858,083.00 $535,807.55 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 47 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask G: Post Installation Follow-up – post installation visits, deliver warranties, schedule one- year follow-up as needed CCI Project Subtotal $858,083.00 $535,807.55 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $25,743.41 $0 CCI Project Total $883,826.41 $535,807.55 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 48 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 4 – GRID Solar Collaborative Multi-Family Partnership Project Type: Low-Income Weatherization Lead Entity: GRID Alternatives Project Description: GRID Alternatives will install 91 kilowatts of solar photovoltaic panels on 5 Fresno Housing Authority multi-family buildings. 100% of project beneficiaries shall be low- income families falling below 80% AMI in the TCC Project Area. The project will train 67 TCC area individuals for jobs in solar. The project aims to improve air quality and provide direct economic benefit for West Fresno families through electrical utility cost savings. GRID Alternatives will provide technical support during the post- installation warranty period. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Multi Family (MF) Solar Installations Work plan for 5 multi-family sites: 1. Legacy Commons: 2255 Plumas, Fresno, CA 93706 2. Sequoia Courts: 549 S Thorne Ave, Fresno, CA 93706 3. Bridges at Florence: 649 E Florence Ave, Fresno, CA 93706 4. Sierra Plaza: 838 Tulare St, Fresno, CA 5. Trinity: 524 S Trinity, Fresno, CA 93706 Subtask A: Community Outreach (Volunteers) – media outreach, door to door canvassing, community orientation events Subtask B: Contract Negotiation and Execution – determine scope of work, cost, and installation timeline Subtask C: Project Feasibility and Technical Assessments – technical assessment, structural assessment, engineering review 1. 91 kilowatts of solar photovoltaic panels on 5 multi-family sites 2. Host monthly media outreach (electronic, print, digital), door to door canvassing, and community orientation events 3. Train 67 volunteers in installation (approximately 13 per project) 4. Post-installation support policies and procedures Month 1-9 $342,281.00 $109,999.95 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 49 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask D: Site Plan – design analysis and development of site plan, complete solar site plans, design, structural, engineering, and site safety plan Subtask E: Permitting and Installation Approvals – submit permit applications to City of Fresno Planning Department, pay permit fees, receive installation permits and construction approval Subtask F: Installation – review approved plans, schedule installations, complete installations Subtask G: Interconnection – request City inspections, net metering (NEM) connection, and permission to operate (PTO) from utility company Subtask H: Post Installation Follow-up – post installation visits, deliver warranties, schedule one-year follow-up as needed CCI Project Subtotal $342,281.00 $109,999.95 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $10,268.43 $0 CCI Project Total $352,549.43 $109,999.95 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 50 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 5 – Southwest Fresno Trail Project Type: Urban Greening Lead Entity: City of Fresno Partner: USGBC-CC Project Description: This project will install a Class I Trail along the Fanning Ditch Alignment, from West to Thorne. The project will also plant 102 trees and landscaping to increase the urban tree canopy and add trail and street lighting facilities. An associated project under the Community Engagement Plan led by USGBC-CC will facilitate community input during the design phase of the project. The City of Fresno Department of Public Works will provide long-term operations and maintenance of the trail and improvements. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Complete Remaining Readiness Requirements Subtask A: Complete CEQA Subtask B: ROW Acquisition Process Subtask C: Obtain Required Permits 1. Environmental Documents 2. ROW Certification 3. Permits/Agreements Month 1-12 $136,296.00 $0 Task 2: Preliminary Engineering/Design Plans, Specifications & Estimates (PS&E) Subtask A: Request funding Authorization for PS&E Subtask B: Consultant Selection, 30% Design Plans, Specifications & Estimates Subtask C: Community Input Subtask D: 60% Design Plans, Specifications & Estimates Subtask E: 90% Design Plans, Specifications & Estimates Subtask F: 100% Design Plans, Specifications & Estimates 1. Notice to proceed 2. 30% PS&E 3. Community input into PS&E, in collaboration with the USGBC-CC Community Engagement Plan activities 4. 60% PS&E 5. 100% PS&E Month 13-40 $211,440.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 51 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: Construction Bidding and Award Subtask A: Request Construction Allocation Subtask B: Advertising Subtask C: Receive Bids Subtask D: Identify Responsive & Reasonable Bidder Subtask E: Construction Contract Award - Council Action Subtask F. Construction Contract Executed 1. Construction funding allocated 2. Advertisement 3. Bid Package(s) 4. City Council Agenda/Minutes 5. Construction Contract Month 41-49 $24,520.00 $0 Task 4: Construction Subtask A: Begin Construction Subtask B: Construction Complete Subtask C: Final Inspection Subtask D: Initiate Close Out Process 1. Progress Invoices 2. Infrastructure Completed: Class I bike trail, 102 trees, landscaping, trail and street lighting 3. Inspection Report 4. Final Invoice Package 5. Long-term tree care and infrastructure operations and maintenance plan Month 50-60 $1,532,488.00 $0 Task 5: Project Management Subtask A: Project Management 1. Achievement of Project Milestones Month 1-96 $11,440.00 $0 CCI Project Subtotal $1,916,184.00 $0 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $62,775.00 $0 CCI Project Total $1,978,959.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 52 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 6 – Chinatown Urban Greening Project Type: Urban Greening Lead Entity: City of Fresno Project Description: The project will install improvements to paved pedestrian facilities in Chinatown, improving active transportation and connections to the adjacent planned High Speed Rail Station. Lighting and greening improvements will also be installed. The proposed improvements are located on: F from Mariposa to Ventura, Kern from G Street to E Street and Mariposa from E Street to G Street. Street trees will be placed approximately every 30’ on F Street, Kern Street and Mariposa. A portion of a green alley will also be funded by this project from Tulare to Kern and Inyo to Ventura. The remaining segment from Kern to Inyo is incorporated into CCI Project #1 (Chinatown Mixed-Use Project at HSR West Entrance). This project achieves several goals of the TCC Program including: reducing greenhouse gas emissions through carbon sequestration, installing facilities that encourage active travel, and increasing the urban tree canopy. The City of Fresno Department of Public Works will provide long-term operations and maintenance of the pedestrian and greening improvements. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Complete Remaining Readiness Requirements Subtask A: Initiate CEQA Subtask Subtask B: Complete CEQA 1. CEQA Application Document 2. Completed Environmental Documents Month 1-3 $10,352.00 $0 Task 2: Preliminary Engineering/Design Plans, Specifications & Estimates Subtask A: Request funding Authorization for PS&E Subtask B: 30% Design Plans, Specifications & Estimates Subtask C: Community Input Subtask D: 60% Design Plans, Specifications & Estimates Subtask E: 90% Design Plans, Specifications & Estimates Subtask F: 100% Design Plans, Specifications & Estimates 1. Notice to proceed 2. 30% Plans, specifications, estimates 3. Agenda, meeting notes, images 4. 100% Plans, specifications, estimates Month 4-35 $619,640.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 53 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: Construction Bidding and Award Subtask A: Request Construction Allocation Subtask B: Advertising Subtask C: Receive Bids Subtask D: Identify Responsive & Reasonable Bidder Subtask E: Construction Contract Award - Council Action Subtask F. Construction Contract Executed 1. Construction funding allocated 2. Advertisement 3. Bid Package(s) 4. City Council Agenda/Minutes 5. Construction Contract Month 36-44 $29,555.00 $0 Task 4: Construction Subtask A: Begin Construction Subtask B: Construction Complete Subtask C: Final Inspection Subtask D: Initiate Close Out Process 1. Progress Invoices 2. Infrastructure Completed: a. Paved pedestrian facilities, lighting, street trees on F from Mariposa to Ventura, Kern from G Street to E Street, and Mariposa from E Street to G Street b. Portion of a green alley from Tulare to Kern and Inyo to Ventura 3. Inspection Report 4. Final Invoice Package 5. Long-term tree care and infrastructure operations and maintenance plan Month 45-60 $6,073,046.00 $0 Task 5: Project Management Subtask A: Project Management Achievement of Project Milestones Month 1-60 $22,154.00 $0 CCI Project Subtotal $6,754,747.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 54 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $210,949.00 $0 CCI Project Total $6,965,696.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 55 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 7 – Clean Shared Mobility Network Project Type: Low Carbon Transportation: Car Sharing and Mobility Lead Entity: Fresno Metro Black Chamber of Commerce Supporting Entities: Valley LEAP, Inspiration Transportation, Shared Use Mobility Center, WF Early Readers Preschool Project Description: The project will establish a low carbon transit system of electric vehicle and bicycle shares, to provide low- or no-cost services throughout the Project Area: EV car share (hourly) with below-market rates for lower-income members (34 cars) EV vanpool to employment centers (8 vans) Electric bike share (200 bikes) Electric vehicle charging infrastructure (Level 2 and 3 electric vehicle service systems (EVSE) for the 42 vehicles) Volunteer driver program providing electric vehicle rides to underserved residents Mobility Hub Customer Service Center will provide a physical location for engaging with the program Fresno Metro Black Chamber of Commerce and the project partners will develop a long-term operations and maintenance plan for the system during the first year of the grant term. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Project Setup and Kickoff Subtask A: Set up project management systems Subtask B: Finalize Steering Committee roster Subtask C: Hold Kickoff Meeting with Steering Committee Subtask D: Issue invitations to Stakeholder Advisory Committee 1. Establish Network Leadership 2. Network Collaboration Tools Implemented 3. Network Steering Committee 4. Program Design & Operations Procedures documents and flowcharts 5. Finalized Implementation Plan Month 1-3 $36,466.22 $0 Task 2: Partnership Development and Contracting Subtask A: Execute agreements with funded Steering Committee partners Subtask B: Negotiate contracts with operators 1. All Inter-Network Agreements Executed 2. Completed & Executed Operator Contracts 3. Outline Contingency Plan 4. Outline Continuity of Operations Plan Month 2-5 $51,291.44 $0 Task 3: EV Charging Site Selection and Partnerships 1. List of Sites 2. Completed Site Designs Month 3-5 $66,109.31 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 56 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask A: Identify site design parameters and site selection criteria Subtask B: Select sites and negotiate site host agreements 3. Executed Site Agreements Task 4: EV Charging Site Construction Subtask A: Vendor solicitation, negotiation and selection Subtask B: Develop construction schedule, prepare drawings and obtain permits Subtask C: Perform site improvements and install EV supply equipment 1. Executed agreements with design/construction firm 2. Executed agreement with utilities 3. Permits 4. Completed Site Improvements: a. Level 2 EVSE/sites (approximately 34) b. Level 3 EVSE/sites (approximately 8) 5. Completed EV Equipment Installation Month 4-9 $1,266,161.87 $58,500.00 Task 5: Car/Bike Acquisition and Installation Subtask A: Purchase vehicles/bicycles Subtask B: Install operator hardware and vehicle branding decals Subtask C: Deploy first phase of cars/bikes Subtask D: Deploy remainder of cars/bikes 1. 42 Fully Operational EVs (34 Tesla Model 3 or Chevy Bolts & 8 Tesla Model X, or electric vehicles with equivalent capacity and utility) 2. 200 electric bicycles 3. Identification and installation of bicycle docking stations (approximately 300 stations, unless dockless bikes are deployed) Month 5-9 $2,588,512.49 $0 Task 6: Integrated Services Web Platform Development Subtask A: Form team from each operator and identify baseline app approaches Subtask B: Perform customizations and new development Subtask C: Perform Iterative Testing and Bug Fixes 1. Fully Deployed Web Platform Month 5-9 $173,539.90 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 57 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask D: Beta test platform and complete development Subtask E: Deploy platform Task 7: Mobility Hub Customer Services Center Subtask A: Identify space and sign lease Subtask B: Perform any necessary renovations Determine if permitting is required for renovations Apply for permit if necessary Hire Contractor Monitor renovations/Final Inspection Sign off and Occupy Subtask C: Procure and install related equipment Security system selection Security system installation & configuration Access control established Wireless internet installed Data security measures implemented Procure and Install Customer service software and equipment Subtask D: Provide customer service out of the center 1. Operational customer service facilities (estimated by Month 10) 2. Provide customer service (Month 11-36) Month 1-36 $226,333.59 $0 Task 8: Operations Subtask A: Ongoing carshare and vanpool operations Subtask B: Ongoing Green Raiteros rideshare operations Subtask C: Ongoing Inspiration Transportation rideshare operations Subtask D: Ongoing bikeshare operations 1. Fully operational carshare and vanpool programs 2. Fully operational rideshare programs 3. Fully operational bikeshare programs Month 10-36 $2,151,295.05 $1,974,400.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 58 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 9: Marketing and Outreach Subtask A: Issue invitations to Stakeholder Advisory Committee Subtask B: Hold Stakeholder Advisory Committee #1 (Program Design) Subtask C: Hold Stakeholder Advisory Committee Meeting #2 – Outreach and Marketing Subtask D: Develop branding, marketing collateral and advertising Subtask E: Develop Communications Plan Subtask F: Hire street ambassadors and conduct neighborhood outreach Subtask G: Hold ribbon cutting / launch event Subtask H: Conduct initial advertising campaign Subtask I: Carry out ongoing marketing activities Subtask J: Conduct Stakeholder Advisory Committee Meetings #3, #4, and #5 1. Completed Outreach & Marketing Campaign 2. Established Network of Street Ambassadors 3. Completed Phase I Advertising Campaign 4. Established Public & Community Relations Campaign Month 2-36 $375,150.36 $230,000.00 Task 10: Program Evaluation and Adjustments Subtask A: Collect operator data and analyze performance Subtask B: Hold Program Evaluation Meetings and issue Adjustment Requests 1. Program Evaluation Memos (Operator Data Evaluation) every 6 months during Years 2 and 3 2. Adjustment Requests (for Program Changes) every 6 months during Years 2 and 3 Month 16-36 $125,555.46 $0 Equipment (entire project) Task 7: Mobility Hub Customer Services 1. Tablets (Customer Service Lobby) 2. Desktop computers & peripherals (Customer Service Lobby) Month 1-10 $73,722.52 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 59 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES 3. Printers (Customer Service Lobby) 4. Security and access control (Customer Service Lobby) 5. Wireless infrastructure (Customer Service Lobby) 6. Refillable debit card machine/servicing 7. Multimodal trip information displays 8. Mobile device charging stand CCI Project Subtotal $7,134,138.21 $2,262,900.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $582,876.00 $30,000.00 CCI Project Total $7,717,014.21 $2,292,900.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 60 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 8 – Annadale Mode Shift Project Type: Active Transportation Lead Entity: Self-Help Enterprises Project Description: The project will install approximately 14,070 square feet of sidewalk, approximately 1,196 linear feet of Class II bike lanes, and signage for approximately 1,085 linear feet of Class III bike lanes on East Annadale Avenue between South M.L.K. Jr Boulevard and South Elm Avenue. The project will close a gap of pedestrian path on the street that links an elementary school, community building, health clinic, and current and proposed affordable housing sites. The City of Fresno Department of Public Works will provide long-term operations and maintenance of the improvements. In conjunction, Self-Help Enterprises will use leverage funds to conduct public outreach to educate residents and other community members on the transportation options, and to connect them with existing subsidy programs such as Taxi Scrip and Handy Ride and other City of Fresno Transit programs. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Design of Improvements Subtask A: Meet with City to discuss available right away, class of bike lanes, and design of improvements Subtask B: Develop draft design Subtask C: Review alignment with Clinica Sierra Vista, Mary Ella Brown, TCC Committee and other stakeholders Subtask D: Develop final design 1. Final Design/Construction Documents March 2018 – Month 1 $0 $23,000.00 Task 2: Construction of Improvements Subtask A: Bid Contract for Improvements Subtask B: Enter into construction contract Subtask C: Obtain Encroachment Permit Subtask D: Obtain Bonding and Issue Notice to Proceed Subtask E: Commence Construction 1. Completed sidewalks 2. Class II bike lanes on North and South sides of Annadale Ave. 3. Signage for Class III bike lanes on North and South sides of Annadale Ave. 4. Street lighting Month 1 – 6 $311,818.00 $93,401.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 61 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: Community Outreach & Engagement Subtask A: Community Event to educate residents on Annadale Re: transportation options (bike, pedestrian, transit subsidies) Subtask B: Outreach & Education-- Two (2) On-site Meetings at Senior Housing Project or Mary Ella Brown Community Center 1. Three (3) community events targeting single- family, senior housing, and surrounding community Month 9-18 $0 $20,000.00 CCI Project Subtotal $311,818.00 $136,401.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $31,182.00 $13,599.00 CCI Project Total $343,000.00 $150,000.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 62 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 9 – Mariposa Plaza Project Type: Urban Greening Lead Entity: City of Fresno Project Description: The Mariposa Plaza Activation project refreshes a significant downtown plaza and enhances its connection to the future High Speed Rail station. Renovations will include tree planting, landscaping, installation of permeable paving, and a rainwater capture pavilion. It will maintain its historic use as a place for public speaking and community events. The project adds to these functions by improving the infrastructure for those events and rearranging the relationship between the historic stage and the open audience area. Other improvements such as the addition of public artwork and canopies for shade cement the cultural significance of the area while keeping the plaza flexible for a wide range of public events. The artwork has already been created and selected for this project. The City of Fresno Department of Public Works will provide long-term operations and maintenance of the improvements. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Landscape Design & Placemaking Subtask A: Consultant Selection Subtask B: Preliminary Design & Engineering Subtask C: Public Meetings and Outreach Subtask D: CEQA Completed on 5/3/2017 Subtask E: Construction Bidding & Award 1. Consultant selected to complete design work 2. Construction documents completed 3. Construction contract executed 4. Public meetings and outreach 5. CEQA completion Month 1-24 $478,900.00 $0 Task 2: Construction Subtask A: Begin construction Subtask B: Construction Completed 1. Refresh of Mariposa Urban Plaza complete: a. Permeable pavement b. Rainwater capture pavilion: shade structure with rainwater capture elements, signage, and interpretive aids c. Overhead shade canopy d. Furnishings & bench element e. Lighting f. Trees (12) g. Shrubs Month 25-48 $3,192,673.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 63 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES h. Irrigation system 2. Long-term tree care and plaza operations and maintenance plan CCI Project Subtotal $3,671,573.00 $0 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $187,427.00 $0 CCI Project Total $3,859,000.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 64 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 10 – ERP Green Toddler Park Project Type: Urban Greening Lead Entity: Bethel Temple Church of God in Christ, Inc. dba Early Readers Preschool Project Description: The urban green space will provide one of the few publicly-accessible toddler parks in West Fresno at Bethel Temple (1224 Kern Street). This 3,600 square foot park is designed for young children and to reduce greenhouse gas emissions through green, tree-landscaped park space and an energy-efficient restroom. It will enable parents to provide healthy exercise for themselves and their children. The park will be open and freely accessible to the public with unhindered, barrier-free open access all days of the week, every day of the year, from sunrise to sunset. Early Readers Preschool will manage the park and provide long-term operations and maintenance of the trees and park. Project Reimbursement Conditions: TCC funding is contingent upon: 1) the Lead Entity’s completion of an Exposure Risk Assessment, for which SGC will provide minimum parameters, within the first year of the grant; 2) revision of the project scope to include any project changes or modifications deemed appropriate by the Exposure Risk Assessment, if any; and 3) SGC’s approval of project modifications, if any, that SGC requires based on the Exposure Risk Assessment findings. Task Deliverable(s) Timeline Grant Funds Leverage Funds The final scope of this project is pending completion of the Exposure Risk Assessment and any required project changes or modifications, as described above. Final project scope will require SGC final approval. TBD TBD CCI Project Total $59,140.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 65 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 11 – Southwest Urban Forest Expansion Project Type: Urban and Community Forestry Lead Entity: City of Fresno Project Description: This project will plant approximately 295 trees along existing sidewalks, in street medians, park strips, and parks in southwest Fresno. Proposed locations include: Jensen Median from 41st to MLK (35 trees), Elm Medians from Ventura to Jensen (80 trees), Fruit and Jensen Buffer (150 trees), Tupman Park (15 trees), and Chandler Park (15 trees). The City will partner with a community organization to engage residents in tree planting and education in the park locations, and the partner and the City will provide basic planting education and ensure proper planting procedures to maximize long-term tree health and building urban forestry capacity in the community. The City of Fresno Department of Public Works will provide long-term maintenance on all trees and collaborate with the local Urban Forester as needed. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Complete Readiness Requirements Subtask A: Meet with Regional Urban Forester-City of Fresno staff will meet with Regional Urban Forester prior to beginning work as required by Table D-10 in the TCC guidelines. Subtask B: CEQA completion 1. Regional Urban Forester approval, meeting agenda, sign-in sheets 2. CEQA filing Month 1 $405.05 $0 Task 2: Project Kick Off/Coordination Subtask A: Mobilize a TCC Urban Greening Team and provide training on TCC work plan, budget and objectives. Subtask B: Coordinate community engagement with Tree Fresno for park plantings 1. Kick-off meeting agenda, training materials 2. Community engagement meeting agendas, agreements Month 2-3 $16,512.78 $0 Task 3: Irrigation & Planting Subtask A: Schedule and complete planting and irrigation work for work in the public right-of-way. Locations: Jensen Median from 41 to MLK, Elm Medians from Ventura to Jensen, Fruit and Jensen Bugger, Tupman Park and Chandler Park. 1. Schedule, before and after images, list of trees planted. 2. Volunteer sign-in sheets, photos, flyers Month 10-28 $145,243.65 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 66 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask B: Coordinate with non-profit organizations such as Tree Fresno to include volunteers in tree planting at park locations. Task 4: Tree Inventory Subtask A: Update City of Fresno tree inventory to include any new trees planted in the public right-of-way. 1. Updated tree inventory 2. Long-term tree maintenance plan Month 12-30 $16,834.38 $0 CCI Project Subtotal $178,995.86 $0 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $33,203.35 $0 CCI Project Total $212,199.21 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 67 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 12 – Yosemite Village Permaculture Community Garden & Urban Farm Incubator Project Type: Urban and Community Forestry Lead Entity: Fresno Metro Ministry Supporting Entity: Youth Leadership Institute Project Description: Fresno Metro Ministry is partnering with the Fresno Housing Authority to develop a resident-led community garden and urban greenspace in Southwest Fresno behind the 69-unit Yosemite Village housing complex (872 West Atchinson Court). The 7-acre site is less than 150 yards from the designated California Avenue BRT corridor. The project will incorporate organic and permaculture techniques including non-mechanical, no-till, no-spray methods that promote carbon sequestration and water conservation. The garden/farm includes native habitat, insectaries, fruit trees, greenhouse, walking path, composting, farm stand, and is available for general Southwest Fresno community use. Garden activities will be integrated with nutrition/cooking skills classes and job training/entrepreneurship opportunities. Farm activities on three (3) half-acre demonstration parcels will also be integrated with the outreach, education, and training programs. The project will establish a Garden Leadership Committee that will manage the garden’s operations and maintenance of the garden, and Fresno Metro Ministry will manage the operations and maintenance of the farm plots and greenspace. The Youth Leadership Institute will lead multi-cultural, multi-generational, multi-lingual outreach to residents and community members, to engage the community in the project site’s programming. Outreach activities will include permaculture training, canvassing, informational presentations, tabling events, social media, and quarterly focus groups. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Outreach Subtask A: Conduct multi-cultural, multi-generational, and multi-lingual outreach to community residents and community members throughout the TCC project area. Outreach aims to increase the number of residents actively engaging in programming offered at the project site (community gardening, educational and entrepreneurial opportunities, cooking and nutrition classes). Subtask B: YLI will facilitate quarterly input sessions and focus groups to hear youth and community perspectives on the development, programming, and impact of the project. 1. Youth Leadership Institute (YLI) will conduct project training and outreach planning with youth cohort outreach teams 2. YLI youth cohort-led outreach: door to door canvassing to 1,000 unique addresses, 24 informational presentations (8 per year) to reach 200 individuals over 3 years, 18 informational tabling events (6 per year), and social media 3. YLI youth cohort-led quarterly input sessions and focus groups: goal to recruit 20 residents per meeting, incorporate feedback into quarterly report 4. YLI Youth and Adult Partnership training session Month 1-36 $331,100.00 $6,400.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 68 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask C: YLI will host a Youth and Adult Partnership training for staff and community-based organizations within the project area. Task 2: Development/Production/Education/Training Subtask A: Conduct outreach for the establishment of a community- and resident-based Garden Leadership Committee which will be responsible for garden operations and maintenance Subtask B: Site development, garden construction, and planting 1. Formation of 10-member Garden Leadership Committee a. Outreach to populate committee b. Committee protocols: meetings, roles and responsibilities c. Yearly site management and event calendar 2. Completed garden site a. Community-informed site development and approval b. Plant trees and shrubs c. Planting workdays with volunteers d. Greenhouse installation e. Plant fruits and vegetables in garden plots 3. Long-term tree maintenance plan Month 2-36 $6,400.00 $427,753.00 CCI Project Subtotal $337,500.00 $434,153.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $30,000.00 $0 CCI Project Total $367,500.00 $434,153.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 69 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 13 – Park at MLK Magnet Core Project Type: Urban Greening Lead Entity: City of Fresno Project Description: The project will design and construct a new 9.53-acre public park in the center of a planned residential development adjacent to the new West Fresno Satellite Campus (CCI Project #18), on the west side of MLK Jr. Boulevard between Church and Jensen Avenues. The TCC grant will fund the design phase, property acquisition, and park construction which include landscaping of 100 trees, low water use plantings, a walking path, irrigation, restroom, utilities infrastructure, site furnishings, and LED lighting. The City of Fresno Department of Public Works will provide long-term operations and maintenance of the park improvements. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Readiness Requirements Subtask A: Land Acquisition Subtask B: Environmental Update and Rezone Subtask C: Develop a long-term operations and maintenance plan 1. Finalize negotiations and acquire land for project based upon letter of intent from land owner 2. Environmental update and rezone 3. Long-term operations and maintenance plan Month 1-3 $32,881.25 $0 Task 2: Consultant Selection Subtask A: Request for Qualifications Subtask B: Interviews Subtask C: Council Action 1. Consultant selected to complete design work Month 1-8 $7,920.50 $0 Task 3: Preliminary Engineering /Design Subtask A: 30% Design Plans Subtask B: Community Input and Engagement Subtask C: 60% Design Plans Subtask D: 90% Design Plans 1. Community input incorporated into Design Plans 2. Construction documents (Engineering and Design Plans) complete Month 9-29 $548,440.00 $0 Task 3: Complete CEQA 1. Environmental clearance complete Month 9-12 $13,176.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 70 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask A: Toxic contamination due diligence Subtask B: Process CEQA update (30% plans) Task 4: Right of Way Subtask A: Finalize Right of Way 1. Right of way finalized Month 16-20 $515,220.00 $1,500,000.00 Task 5: Bidding & Award Subtask A: Advertising Subtask B: Construction Contract Award - Council Action 1. Construction contract executed Month 30-37 $28,660.00 $0 Task 6: Construction Subtask A: Permits Subtask B: Begin construction Subtask C: Construction complete 1. Park completed: 100 trees, drought tolerant landscaping, a walking path, irrigation, restroom, utilities infrastructure, site furnishings, and LED lighting. 2. Final Inspection and Notice of Completion 3. Long-term tree care and infrastructure maintenance plan Month 38-60 $4,073,219.78 $0 CCI Project Subtotal $5,219,517.53 $1,500,000.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $210,949.00 $0 CCI Project Total $5,430,466.53 $1,500,000.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 71 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 14 – Inside Out Community Garden Project Type: Urban and Community Forestry Lead Entity: Fresno Economic Opportunities Commission Supporting Entity: Nia Hodge-Grier/Inside Out Community Garden Project Description: The project will build a community garden at Sunset Community Center (1345 West Eden Avenue) that will include site preparation, garden construction and planting, volunteer recruitment, and community engagement on garden maintenance, harvesting, and cooking demonstrations. The Lead Entity and partners will survey the community for produce preferences, plant trees and vegetables with community volunteers, and conduct regular community events teaching proper nutrition and tasting a variety of recipes. The garden will include fruit trees, an ADA accessible planter box, benches, a tool shed, and composting box. The grounds and trees will be maintained long term in accordance with the existing MOU between the City of Fresno and Fresno EOC. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Site Preparation Subtask A: CEQA preparation Subtask B: Regional Urban Forester approval Subtask C: Site control completion 1. CEQA completion 2. Regional Urban Forester approval 3. MOU amendment to extend site control beyond July 2020 to last the entire project duration Month 1-5 $7,500.00 $0 Task 2: Functional Tasks Subtask A: Preparation for planting by purchasing and filing garden boxes with organic soil, and organize non gmo seeds by growth seasons Subtask B: Install drip irrigation to garden boxes that will be used to grow the fruits and vegetables in the garden boxes Subtask C: Purchase trees, shed and composter. Subtask D: Plant trees, and establish area for making compost for fertilizing Subtask E: Determine what kind of vegetables they would like to see grown by holding 3 community meetings, determine whom it will involve and who benefits from the garden. Invite neighbors, tenants, 1. Staff /volunteer and training 2. Prepare and develop the site with 5 fruit trees and ADA accessible garden box that will be ready for seeding and to produce in season fruits and vegetables 3. Garden infrastructure: irrigation, accessible path, ADA accessible garden box, tools and tool shed, 2 benches, compost tumbler and materials 4. Monthly insurance 5. Long-term tree maintenance plan Month 5-36 $67,309.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 72 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES community organizations, gardening and horticultural societies—in other words, anyone who is likely to be interested. Subtask F: Have another meeting with people who feel committed to the creation of the garden and have the time to devote to it, at least at this initial stage. Choose well-organized persons as garden coordinators Form committees of those who will volunteer time to plant and cultivate asset assessment. What skills and resources already exist in the community that can aid in the garden’s creation? Encourage others to participate. Subtask G: Hold another community meeting to assess the number of people that will commit to participating. Subtask H: Introduce Garden guidelines put in writing, Rules, Rights and obligations Subtask I: Prep the seedlings in individual containers to begin sprouting Subtask J: Begin to plant spouted plants as well as fruit and vegetable seeds into soil. Task 3: Producing In-Season Fruits & Vegetables and Community Relations Subtask A: Harvest ripe fruit and vegetables after they are ready for harvest. Subtask B: Hold community harvesting events weekly for those that participated in the growth of the garden from start to finish, and teach them how to prepare the food by having cooking demonstrations Subtask C: Show the community how to present their food at farmer’s local markets for profit. 1. Weekly community harvesting events 2. Monthly outreach and community events 3. Social media page 4. Cooking demonstrations (8) 5. Cooking demonstrations materials: printed recipes and materials, utensils, food, ingredients, hygiene supplies, sanitizer 6. Community outreach curriculum Month 10-36 $16,100.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 73 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask D: Create social media page to help others stay in touch with one another and days and hours of operation for the garden Subtask E: Assess community for those able to work website allow those in the community to know that the garden exists in the community and is there to benefits the community Subtask F: Hold Monthly outreach and community events to educate and connect with community and other organizations about the benefits of green space. How it helps air quality as well as climate. Subtask G: Educate on the benefits of self-reliance and improving health by growing and eating sustainable food. By introducing recipes that can be prepared from foods grown in the garden. CCI Project Subtotal $90,909.00 $0 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $7,091.00 $0 CCI Project Total $98,000.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 74 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 15 – Southwest Fresno Community Food Hub: Community Orchard Project Type: Urban and Community Forestry Lead Entity: Food Commons Fresno Project Description: The project will construct a 0.73-acre community orchard and bio swales at a new Southwest Fresno Community Food Hub (southeast corner of Fruit and California Avenues). Food Commons Fresno will plant over 120 citrus, stone fruit, and nut trees and manage the orchard using organic and biodynamic practices. The bio swales will utilize hügelkultur methods using previously removed wood and biomass, which will capture carbon in soil and woody biomass. Community members and an on-site manager will manage the orchard. The project aims to increase orchard management awareness, access to fresh fruit and nuts, access to shade, and recreation and health outcomes through picnic areas, walking paths, and experiential learning opportunities for the community. Food Commons Fresno will manage the long-term operations and maintenance of the community orchard. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Readiness Subtask A: CEQA Subtask B: Permitting Subtask C: Final Design 1. Complete Entitlement Process with the City of Fresno. The process will yield all necessary permits and documents showing the project as CEQA compliant. 2. Final design and site map Month 1-3 $0 $0 Task 2: Implementation Subtask A: Site Acquisition Subtask B: Confirm Cost Estimate Subtask C: Contract Nursery-Contractor 1. Negotiate & secure title of approximately 2- acre parcel from the Fresno Housing Authority 2. Request & Receive Estimates from three qualified nurseries-contractors 3. Sign materials and services contract Month 1-3 $89,000.00 $125,000.00 Task 3: Tree Planting, Bioswale & Irrigation System Installation Subtask A: Implementation Plan Subtask B: Supplies and Materials Purchased Subtask C: Site Work 1. Tree & Nursery Contractors create coordinated plan for implementation 2. Orchard planted with over 120 trees 3. Bioswale and irrigation installed Month 3-12 $122,000.00 $306,655.00 Task 4: Operations 1. Community Orchard Plan Month 13-36 $11,000.00 $4,600.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 75 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask A: Develop Community Orchard Plan including community involvement Subtask B: Purchase equipment Subtask C: Organize community members to participate in Community Orchard Subtask D: Begin Community Orchard operation Subtask E: Begin data collection 2. Community contact spreadsheet 3. Operational community orchard with rain water and carbon capture features 4. Long-term tree maintenance plan Equipment (entire project) Task 3: Tree Planting, Bioswale & Irrigation System Installation 1. Small tractor with mower, front loader & filler Month 3-12 $20,000 $0 CCI Project Subtotal $242,000.00 $436,255.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $20,500.00 $0 CCI Project Total $262,500.00 $436,255.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 76 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 16 – Southwest Fresno Community Food Hub: Urban Heat Island Mitigation Project Type: Urban Greening Lead Entity: Food Commons Fresno Project Description: The project will design a collection basin and a cistern to store rainwater for irrigation use, an entry plaza with permeable surface, and native plant landscaping and shade trees at the new Southwest Fresno Community Food Hub (southeast corner of Fruit and California Avenues). The landscape design and architecture process will balance the planned building (food distribution center and grocery store) and natural environment. The project will plant approximately 50 drought tolerant and low water usage trees, drought tolerant landscaping, a collection basin to recharge the well(s) on the property and underlying aquifer, and a cistern to reduce the need for well water. The project aims to provide a comfortable environment for public events such as seasonal community markets, while reducing the heat island effect, capturing water runoff, and increasing the future building’s energy efficiency. Food Commons Fresno will manage the long-term operations and maintenance of the landscaping and storm water reduction improvements. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Readiness Subtask A: Finalize Plant Pallet for Site Subtask B: CEQA Subtask C: Permitting 1. Hire or consult with Certified Arborist on appropriate plants-tree for streetscapes and building foundation areas (approximately 50 trees) 2. Complete Entitlement Process with the City of Fresno. The process will yield all necessary permits and documents showing the project as CEQA compliant. Month 1-3 $0 $0 Task 2: Site Design Subtask A: Hire Landscape Architect and Irrigation Designer Subtask B: Site Plans Developed & Permitted 1. Consultants-Contractors Hired 2. Plans for landscape, streetscape, and irrigation system completed Month 1-5 $53,000.00 $0 Task 3: Construction Subtask A: Materials Purchased and Delivered Subtask B: Installation of landscaping and heat island mitigation measures 1. All supplies, materials and plants-trees purchased and delivered 2. All supplies, materials, systems and plants-trees installed (50 trees and native landscaping, permeable surfaces, collection basin, cistern) Month 5-9 $0 $70,500.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 77 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES 3. Long-term tree care and infrastructure maintenance plan CCI Project Subtotal $53,000.00 $70,500.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $9,220.00 $0 CCI Project Total $62,220.00 $70,500.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 78 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 17 – Southwest Fresno Community Food Hub: Edible Food Rescue and Distribution Project Type: Food Waste Prevention and Rescue Lead Entity: Food Commons Fresno Project Description: The project will create an ugly fruit program and expand a food waste prevention and rescue program to reduce off-farm edible food waste. Food Commons Fresno will expand its transportation, storage, sorting, and processing capabilities to distribute edible food waste (currently being landfilled or composted) to food pantries, food kitchens, and community organizations. The sorted and processed foods will be directed through existing Ooooby CSA and Wholesale businesses, along with hunger related programs. During the first year of the grant, the project will expand its food waste diversion operations at its existing site; once the food hub site is acquired and prepared after the first year of the grant, the operations will relocate and further expand at the new Southwest Community Food Hub (southeast corner of Fruit and California Avenues). The project will create new quality jobs and increase access to fresh local food within Southwest Fresno. The project will also conduct seasonal community markets at the new California and Fruit site to enhance access to fresh, local and healthy food. Food Commons Fresno will manage the long-term operations and maintenance of the new food distribution site. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Readiness Subtask A: CEQA Subtask B: Permitting 1. Complete Entitlement Process with the City of Fresno. The process will yield all necessary permits and documents showing the project as CEQA compliant. Month 1-3 $0 $0 Task 2: Facility Construction & System Design Subtask A: Conceptual Design Subtask B: Select Site California & Fruit Subtask C: Site Due Diligence Subtask D: Schematic Design & Community Charettes Subtask E: Begin Entitlement Process Subtask F: Exercise Site Purchase Option Subtask G: Select Design Team Subtask H: Develop Bid Package 1. Conceptual Design package including: building program, site plan and conceptual rendering 2. Executed Purchase Agreement 3. Property Report; determine site metes & bounds, determine if PAOC's require remediation or further testing; take remediation actions if needed 4. Develop building project schematic designs and receive community input on the programmatic, operational and design elements of the building and site Aug 2017 – Month 12 $187,202.00 $262,480.80 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 79 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask I Secure Building Permits Subtask J Underground & Site Prep Subtask K: Foundation Subtask L Framing Subtask M: Distribution Center 5. Entitlement process complete including CEQA, Urban Water Management, Groundwater Management and Water Metering Compliance 6. Site acquisition 7. Contract for Architecture & Engineering services 8. Approved Construction Documents 9. Underground building inspector approval 10. Foundation building inspector approval 11. Framing building inspector approval 12. Safe to occupy building inspector approval Task 3: Design & Installation of Food Waste Rescue & Diversion Program Subtask A: Develop program for rescuing and preventing Food Waste for Existing & New Distribution Centers and Existing Kitchen Subtask B: Purchase non-site bound Food Waste Prevention & Rescue Equipment Subtask C: Purchase site bound Food Waste Prevention and Rescue equipment Subtask D: Hire Personnel to Implement Food Waste Rescue Program Subtask E: Develop relationships with hunger programs to distribute rescued food; create recipes and market channels for further processed rescued food 1. Program developed and implemented 2. Expanded fleet & ugly fruit program 3. Installed equipment 4. Develop relationships, recipes and market channels 5. Updated material flow charts and feedstock certifications, if applicable Month 4-18 $851,788.00 $1,799,885.00 Task 4: Operations 1. Food waste recovery started Month 4-36 $209,040.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 80 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask A: Begin food waste recovery at Existing Distribution Center and Kitchen Subtask B: Relocate or Co-locate with Distribution Center at new SW Fresno facility Subtask C: Continue Food Waste Prevention & Rescue for Existing Distribution, New Distribution Center and Existing Kitchen 2. Operational program diverting edible food waste to kitchen for processing (Month 13-36) 3. Sales of rescued whole vegetable-fruits and value- added products through Ooooby and Wholesale channels (Month 13-36) Equipment (entire project) Task 3: Design & Installation of Food Waste Rescue & Diversion Program 1. Refrigerated van 2. Sorting lines 3. Scales Month 1-3 $44,000.00 $0 CCI Project Subtotal $1,292,030.00 $2,062,365.80 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $196,250.00 $0 CCI Project Total $1,488,280.00 $2,062,365.80 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 81 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES CCI Project Name and #: 18 – Fresno City College: West Fresno Satellite Campus Project Type: Urban Greening Lead Entity: State Center Community College District Project Description: The project will develop a satellite campus in West Fresno (Church Avenue between Walnut Avenue and MLK Jr. Boulevard) with a park-like setting with large areas of urban greening: new bicycle and pedestrian paths connected to the neighborhood’s active transportation plan (approximately 1 mile each), planting over 450 trees to maximize shading around buildings and pathways, landscaping with drought resistant plants, outdoor study spaces, and green infrastructure for storm water retention and groundwater recharge (bio-swales and permeable paving). The new campus will provide residents with workforce training and educational pathways and will offer technical certificates and degree programs leading to both traditional and “green economy” employment outcomes and increased community health benefits. The new satellite campus will also promote entrepreneurism to transform the region and serve as a Magnet Core to catalyze improvements in the overall environmental health of the region. Fresno City College will provide long-term operations and maintenance of the campus urban greening improvements. Project Reimbursement Conditions: TCC funding for the water feature under Task 6 is contingent upon the feature having a storm water capture and/or water conservation function; not only an aesthetic and educational purpose. No reimbursement will be approved for the water feature until SGC approves the final design. TCC funding for the heritage trees under Task 6 is contingent upon the trees being new trees from farms or nurseries, not trees relocated from the wilderness or other locations that would cause environmental disturbance. If this condition cannot be met, the Lead Entity may request a modification to plant smaller trees in a larger quantity. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Complete Readiness Requirements Subtask A: Design sitework, landscape, grant eligible components. Subtask B: Submit plans and obtain DSA approval for sitework. Subtask C: Plant Pallette Certification 1. Develop construction docs for sitework for Division of State Architect (DSA) submission 2. Submit and obtain DSA approval for urban greening project components 3. Submit Certified Plant Pallette Month 1-12 $1,141,882.00 $0 Task 2: Storm water projects and permeable paving Subtask A: Multi-objective storm water projects: All paving (including pedestrian and bicycle paths) to include permeable surfaces. Provision of retention basins, treatment of storm water and construction of bio-swales. 1. Construction of earthwork for retention basins and bio-swales, and construction of bio-swales (approximately 262,000 square feet) 2. Complete inspections and testing Month 12-30 $1,724,597.50 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 82 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: Greening of lands, urban forests Subtask A: Provide drought resistant landscaping using species that are native to the local environment. Include new drought tolerant trees to provide an urban forest. 1. Construction and planting of drought tolerant landscaping (approximately 700,000 square feet total) 2. Planting approximately 450 drought tolerant trees 3. Complete inspections and testing 4. Long-term tree maintenance plan Month 12-30 $5,155,312.50 $0 Task 4: Construct pedestrian friendly pathways to and through campus, connecting home/work/school Subtask A: Construct pedestrian pathways to and through campus. Promoting walking to work school and home. The campus is strategically situated to connect a junior high school to the east, residential and commercial to the south. 1. Construction of approximately 1 mile of pedestrian pathways with permeable surface for groundwater recharge (approximately 75,000 square feet) 2. Install approximately 100 pedestrian path lighting 3. Complete inspections and testing Month 12-30 $2,009,250.00 $0 Task 5: Construct bicycle pathways to and through campus, connecting home/work/school Subtask A: Construct bicycle pathways to and through campus. Promoting biking to work school and home. The campus is strategically situated to connect a junior high school to the east, residential and commercial to the south. 1. Construction of approximately 1 mile of bicycle pathways with permeable surface for groundwater recharge 2. Install approximately 100 bicycle path lighting 3. Complete inspections and testing Month 12-30 $2,199,600.00 $0 Task 6: Greening of Public Lands: Create student study parks with landscape, gazebos, and permeable paving Subtask A: Construct student study parks and plaza with landscaping, educational signage, shade gazebos, park furniture, and permeable 1. Construction of student study parks with permeable paving and approximately 5 shade gazebos 2. Construction of plaza with permeable paving and plaza Month 12-30 $2,493,818.30 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 83 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES paving to encourage students and campus guests to get outside and enjoy nature. Subtask B: Install park furniture, educational signage Subtask C: Install water feature for education about bio-swales/riparian habitat and water conservation. Subtask D: Install 40 Heritage trees along main entrance, student plaza and gathering areas for Phase 1 buildout. 3. Install park furniture and amenities: tables, benches at plaza and study parks 4. Install exercise equipment along pedestrian paths 5. Install educational monument signs for biological studies on plants and riparian habitat 6. Install central water feature in the plaza with storm water capture and/or water conservation function, and additionally with educational and aesthetic functions. SGC will approve the water feature’s eligibility during final design. 7. Install 40 heritage trees along main entrance, student plaza, and gathering areas. Trees must be new trees from farms or nurseries, not relocated from the wilderness or other locations that would cause environmental disturbance. 8. Complete inspections and testing 9. Long-term tree maintenance plan Task 7: Wayfinder signage & amenities around for pedestrian and bicycle paths Subtask A: Install wayfinding and educational signage, park furniture and exercise stations along pedestrian and bicycle paths. 1. Install wayfinding signage for pedestrian and bicycle paths (approximately 20 medium and 5 large size signs) 2. Install approximately 30 park style benches at parklettes 3. Install 2 education monument signs for storm water retention systems 4. Install 10 waste receptacles along pedestrian paths Month 12-30 $314,399.39 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 84 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES 5. Complete inspections and testing Task 8: Construct new campus buildings and associated parking (Phase 1 & 2) 1. Complete DSA approval of building design 2. Construction of 2 new campus buildings and associated parking, and offsite work (leverage only task) Month 1-18 Month 18-60 $0 $70,000,000.00 CCI Project Subtotal $15,038,859.69 $70,000,000.00 Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $1,503,885.97 $0 CCI Project Total $16,542,745.66 $70,000,000.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 85 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Budget and Schedule of Deliverables for Non-CCI Projects Non-CCI Project #: 19 – Chinatown Property Based Improvement District Lead Entity: City of Fresno Project Description: Plan to set up a Property Based Improvement District (PBID) in Chinatown to complement the TCC infrastructure and housing projects in Chinatown. The project will fund a PBID feasibility study to identify and assess property owners in Chinatown, set up a framework for the PBID District Formation, and create a draft Management District Plan. Project goal is the formation of a Chinatown PBID District through a public hearing and ballot process. Task Deliverable(s) Timeline Leverage Funds Task 1: PBID Feasibility Subtask A: Hire Consultant Subtask B: Consultant to identify property owners in district Subtask C: Outreach efforts to educate property owners and stakeholder regarding the proposed district Subtask D: Create and finalize findings report with PBID recommendations 1. Identify roles of all parties 2. Setup framework for PBID formation 3. Asses service priorities and support level 4. Provide recommendations on PBID feasibility July 2018 – Dec 2018 $35,000.00 Task 2: PBID Formation Subtask A: Project Initiation Subtask B: Outreach efforts to educate property owners Subtask C: Draft Management District Plan Subtask D: Petition Preparation Subtask E: Council Hearings and Ballot 1. Formation of proposed Chinatown PBID District pending the results of the feasibility study. Feb 2019 – Nov 2019 $40,000.00 Non-CCI Project Total $75,000.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 86 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Non-CCI Project #: 20 – EOC Partnership for Energy Savings and GHG Reductions in Southwest Fresno: EFMP Plus-Up Vehicle Replacement and Incentives Lead Entity: Fresno Economic Opportunities Commission Supporting Entity: Valley Clean Air Now (Valley CAN) Project Description: Fresno EOC will identify approximately 135 households that may qualify for the EFMP Plus-Up program through the TCC-funded CCI Project #2. Valley CAN will assess the qualifications of the households to participate in the EFMP Plus-Up program and will provide approximately 50 vehicle replacements, 20 home charging stations, 10 home service panel upgrades, and 40 PG&E Clean Fuel Rebate Program Incentives. Task Deliverable(s) Timeline Leverage Funds Task 1: Obtain Electric Vehicles Subtask A: Identify, Educate, and Refer Clients to Valley CAN Subtask B: Purchase, Lease, and Obtain Electric Vehicles Subtask C: Upgrade Home for Charging and Solar PV 1. Fresno EOC will identify and refer qualified solar candidates to Valley CAN (approximately 135 households) 2. Up to 50 electric vehicle upgrades, including securing permits 3. 20 charging stations installations 4. 40 enrollments in the PG&E Clean Fuel Rebate Program 5. 10 electrical panel upgrades Month 1-12 $530,000.00 Non-CCI Project Total $530,000.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 87 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Non-CCI Project #: 21 – TCC Connector Lead Entity: City of Fresno Department of Transportation Project Description: The City of Fresno Department of Transportation will increase transit frequencies from 30 minutes to 15 minutes on Route 38 from Downtown to Jensen and Cedar. A portion of this service improvement will be located within the TCC Project Area. The service improvements within the Project Area will require the purchase of two (2) 40-foot electric buses and the construction of an electric charging station. Task Deliverable(s) Timeline Leverage Funds Task 1: TCC Connector: Service Improvements Subtask A: Begin Recruitment of Additional Operators Subtask B: Hire Operators Subtask C: Train Operators Subtask D: Complete Route Schedule Subtask E: Conduct Operator Signup Subtask F: Begin Service 1. Increase service on Route 38 from Downtown to Jensen and Cedar from 30 to 15 minute frequencies. Dec 2019 – Apr 2020 $532,774.00 Task 2: Equipment: Electric Buses Subtask A: Begin Bus Procurement Subtask B: Award Contract Subtask C: Buses Delivered Subtask D: Buses Inspected/Tested for Service Subtask E: Contract Complete 1. Procurement of two 40-foot electric buses June 2018 – Apr 2020 $1,900,000.00 Task 3: Infrastructure: Electric Charging Station Subtask A: Procure Design Firm Subtask B: Begin PS&E Subtask C: RFP Construction 1. Construction of an electric charging station to support the deployment of electric vehicles. Jan 2018 – Apr 2020 $1,100,000.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 88 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask D: Begin Construction Subtask E: Construction Complete Non-CCI Project Total $3,532,774.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 89 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Non-CCI Project #: 22 – Southwest Offsite Improvements Lead Entity: City of Fresno Project Description: The project will install active transportation infrastructure including trails, sidewalks, and bike lanes as well as underground power lines, and make water utility and roadway improvements around the new Fresno City College: West Fresno Satellite Campus (CCI Project #18). The boundaries of the project are MLK Jr. Boulevard, Church, Jensen and Walnut Avenues. These improvements will support multimodal travel in the neighborhood and access to the new community college campus. Task Deliverable(s) Timeline Leverage Funds Task 1: Funding Subtask A: Fresno Council of Governments CMAQ Funding Award Subtask B: Project programmed into FTIP Subtask C: Submit Request for Authorization of Preliminary Engineering to Caltrans Subtask D: Receive Preliminary Engineering Authorization (E76) from Caltrans 1. FCOG Policy Board Meeting Minutes 2. FTIP 3. Request for Authorization 4. Documents May 2018 – Jan 2019 $13,328.00 Task 2: Consultant Selection Subtask A: Request for Qualifications Subtask B: Interviews Subtask C: Council Action 1. RFQ documents 2. Interview materials, notes 3. Consultant selected to complete design work Feb 2019 – May 2019 $14,680.00 Task 3: Preliminary Engineering/Design Subtask A: 30% Design Plans, Specifications & Estimates Subtask B: Community Input and Engagement Subtask C: 60% Design Plans, Specifications & Estimates Subtask D: 90% Design Plans, Specifications & Estimates Subtask E: 100% Design Plans, Specifications & Estimates 1. Plans, specifications and estimates complete 2. Agenda, meeting notes, images June 2019 – Oct 2020 $987,880.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 90 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 4: Construction Bidding & Award Subtask A: Request Construction Allocation Subtask B: Advertising Subtask C: Receive Bids Subtask D: Identify Responsive & Reasonable Bidder Subtask E: Construction Contract Award - Council Action Subtask F: Construction Contract Executed 1. Construction funding allocated 2. Advertisement 3. Bid Package(s) 4. City Council Agenda/Minutes 5. Construction Contract Oct 2020 – May 2021 $45,400.00 Task 5: Construction & Powerline Underground Subtask A: Update Five Year Underground Utility District Plan Subtask B: Begin construction Subtask C: Construction Complete Subtask D: Final Inspection Subtask E: Initiate Close Out Process Subtask F: Coordinate with PG&E 1. Revised schedule, Council Action (Jan 2018) 2. Offsites completed; Final Inspection and Notice of Completion (Sept 2020 – May 2021) 3. Infrastructure Completed 4. Inspection Report 5. Final Invoice Package 6. Achievement of project milestones May 2021 – June 2023 $14,643,360.00 Task 6: Project Management Subtask A: Project Management Subtask B: Data Collection for Evaluation (Indicator Tracking Plan) Subtask C: Grant Administration 1. Achievement of project milestones 2. Data (indicator tracking plan, project evaluation) 3. MOU 4. Reporting and Invoicing 5. Compliance/Performance Process 6. Project Closeout Jan 2019 – Dec 2023 $28,000.00 Non-CCI Project Total $15,732,648.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 91 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Budget and Schedule of Deliverables for Transformative Plans Community Engagement Plan (1 of 2) Lead Entity: City of Fresno Plan Description: The Community Engagement Plan will be finalized during the first quarter of the grant term, in order to comply with all TCC Program Guidelines requirements. Project Reimbursement Conditions: The Lead Entity must submit a revised work plan and budget, and complete the revision of the Community Engagement Plan according to the criteria described below. No reimbursement will be approved for plan development until SGC approves the revised work plan and budget; no reimbursement will be approved for plan implementation until SGC approves the revised Community Engagement Plan. If the Community Engagement Plan is not complete and approved by SGC on Month 4, the entire TCC Plan may be subject to a stop work order. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Work Plan and Budget 1. Submit revised work plan and budget for completing the Community Engagement Plan. 2. SGC must approve the revised work plan. By the end of Week 2 $0 $0 Task 2: Plan Development by the City of Fresno 1. City of Fresno will lead the revision of the Community Engagement Plan in coordination with technical assistance as provided by SGC. Plan development must include, at a minimum, a community engagement process that informs the design of the plan: 30-45-day period for public review and written comments, and a minimum of one public workshop. 2. Contents of the plan must describe all mechanisms for public participation in TCC implementation process. 3. Community Engagement Plan must meet all TCC Program Guidelines requirements in order to be approved by SGC. Month 1-3 $44,554.15 TBD Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 92 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Task 3: Plan Implementation Implementation of approved Community Engagement Plan. The final scope will be pending approval by SGC. Month 4-60 $846,528.85 TBD Community Engagement Plan Total $891,083.00 $763,152.00 Community Engagement Plan (2 of 2): Southwest Green Trails Project Lead Entity: US Green Building Council – Central California Plan Description: The project will include a bicycle trail design outreach process and a bicycle education program: An outreach process will engage residents and stakeholders in the planning of the Southwest Fresno Trail project (CCI Project #5) to provide input and valuable feedback into the Fanning Ditch Bike Trail. USGBC-CC and Urban Diversity Design will collaborate with appropriate city and planning and engineering consultants and stakeholders to ensure resident and stakeholder input in the planning process. The outreach process aims to build engagement around the new bike trail that will increase connectivity in Southwest Fresno and between TCC projects, the Yosemite Village Permaculture Garden (CCI Project #12) and the Southwest Fresno Community Food Hub (CCI Projects #15, 16, 17). A bicycle education program will prepare the transition to more active transportation usage in Southwest Fresno by educating and engaging active transportation users, and raising bicycle safety awareness among the general population. The program aims to increase rider safety and usage of existing bicycle facilities by promoting safe driving practices, encouraging bicycle usage, sharing information about current and future infrastructure (including TCC trail projects), and providing opportunities to promote current and future connectivity in Southwest Fresno. Task Deliverable(s) Timeline Grant Funds Leverage Funds Southwest Green Trails – Bicycle Trail Design Outreach Task 1: Outreach to Stakeholders Subtask A: Development of Stakeholder List Subtask B: Coordinate target dates and team tasks Subtask C: Outreach to Stakeholder List Subtask D: 2-3 Stakeholder Meetings 1. Stakeholder list 2. Target dates and team tasks 3. Attendees of stakeholder meetings 4. Stakeholder input into Fanning Ditch Bike Trail Month 21-24 $15,610.00 $0 Task 2: Tactical Urbanism Subtask A: Organize and coordinate tactical urbanism collaborators, advocacy groups and schools Subtask B: Develop concept for tactical urbanism 1. Team development of tactical urbanism program 2. Concept for tactical urbanism 3. Input from community 4. Tactical urbanism event/installation Month 23-27 $16,725.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 93 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask C: Outreach to Community Subtask D: Execute tactical urbanism with help of community Task 3: Community Meeting Subtask A: Advertisement through different institutions, school districts, media outlets etc. Subtask B: Prepare outreach strategy, community meeting program Subtask C: Prepare Presentation Materials Subtask D: Coordinate translations to Spanish and Hmong Subtask E: Communication and follow up with stakeholders to make sure their help to spread the word Subtask F: Assist to gather community feedback and summary notes during the meeting 1. Advertisement 2. Outreach Strategy, Meeting program 3. Presentation Materials 4. Translated Documents 5. Attendees of Community Meeting 6. Feedback and Notes from Community Meeting, Marked Maps Month 25-27 $17,635.00 $0 Southwest Green Trails – Bicycle Education Task 4: Bicycle Education Workshops Work plan for six (6) bicycle education workshops: Subtask A: Outreach to stakeholders, trainers, and community participants Subtask B: Development of Program, Locations and Times Subtask C: Outreach to community participants Subtask D: Bicycle Education Workshop Subtask E: Review Workshop and Adjust for Next Time 1. 6 bicycle education workshops: bicycle use, rider safety, current and future bicycle infrastructure in the TCC Project Area, and opportunities to promote future connectivity 2. Attendees of each workshop 3. Workshop feedback incorporated into subsequent bicycle education workshops Month 1-20 $47,975.00 $0 Task 5: Bike to School Day 1. Stakeholder outreach Month 13-17 $28,000.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 94 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Subtask A: Outreach to Stakeholders Subtask B: Development of PSA video Subtask B: Development of Program and Marketing Materials Subtask C: Marketing of Bike to School Day 2. PSA TV campaign 3. Program and marketing materials 4. Attendees and awareness of Bike to School Day event Grant Administration Grant Administration activities (including indicator tracking) per the grant agreement and the Memorandum of Understanding Grant Term $12,595.00 $0 Community Engagement Plan Total $138,540.00 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 95 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Workforce Development Plan (1 of 2) – Plan Development Lead Entity: City of Fresno Partners: Workforce Investment Board; Youth Action Project, Inc. Plan Description: The Workforce Development Plan will be finalized during the first quarter of the grant term, in order to comply with all TCC Program Guidelines requirements. Project Reimbursement Conditions: The Lead Entity must submit a revised work plan and budget, and complete the revision of the Workforce Development Plan according to the criteria described below. No reimbursement will be approved for plan development until SGC approves the revised work plan and budget. Task Deliverable(s) Timeline Grant Funds Leverage Funds Task 1: Work Plan and Budget 1. City of Fresno and partners shall coordinate with SGC to develop and submit a revised work plan and budget for completing the Workforce Development Plan. 2. SGC must approve the revised work plan. By the end of Week 2 $0 $0 Task 2: Plan Development by the City of Fresno, Workforce Investment Board, and Youth Action Project, Inc. 1. The Workforce Investment Board and Youth Action Project, Inc. shall coordinate with the City of Fresno, SGC staff, and technical assistance contractors provided by SGC to develop the Workforce Development Plan, including detailed scopes of work and project budgets for each Workforce Development project. 2. The City of Fresno shall submit the Workforce Development Plan to SGC for approval. 3. Workforce Development Plan must meet all TCC Program Guidelines requirements in order to be approved by SGC. Month 1-3 $160,496.60 $0 Workforce Development Plan Development Total $160,496.60 $0 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 96 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Workforce Development Plan (2 of 2) – Plan Implementation Lead Entities: Workforce Investment Board; Youth Action Project, Inc. Plan Description: Implement approved Workforce Development Plan. Project Reimbursement Conditions The Lead Entity must submit a revised work plan and budget, and complete the revision of the Workforce Development Plan according to the criteria described above. No reimbursement will be approved for plan implementation until SGC approves the revised Workforce Development Plan. Task Deliverable(s) Timeline Grant Funds Leverage Funds The final scope of the Workforce Development Plan is pending completion of the Plan Development phase and approval of the scope within the first quarter of the grant term, as described above. Month 4-60 $3,049,435.40 $20,000 Workforce Development Plan Total $3,049,435.40 $20,000 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 97 EXHIBIT B – BUDGET AND SCHEDULE OF DELIVERABLES Displacement Avoidance Plan Lead Entity: City of Fresno Plan Description: The Displacement Avoidance Plan will be finalized during the first quarter of the grant term, in order to comply with all TCC Program Guidelines requirements. Project Reimbursement Conditions: The Lead Entity must submit a revised work plan and budget, and complete the revision of the Displacement Avoidance Plan according to the criteria described below. If the Displacement Avoidance Plan is not complete and approved by SGC on Month 4, the entire TCC Plan may be subject to a stop work order. Task Deliverable(s) Timeline Leverage Funds Task 1: Work Plan and Budget 1. Submit revised work plan and budget for completing the Displacement Avoidance Plan. 2. SGC must approve the revised work plan. By the end of Week 2 $0 Task 2: Plan Development by the City of Fresno 1. City of Fresno will lead the revision of the Displacement Avoidance Plan in coordination with technical assistance as provided by SGC. Plan development must include, at a minimum, a community engagement process that informs the design of the plan: 30-45-day period for public review and written comments, and a minimum of one public workshop. 2. Thorough analysis of displacement vulnerability of both existing residents and small businesses within the TCC Project Area 3. Revised policies and programs to address the identified vulnerability of existing residents and small businesses within the TCC Project Area 4. Displacement Avoidance Taskforce structure and membership 5. Displacement Avoidance Plan must meet all TCC Program Guidelines requirements in order to be approved by SGC. Month 1-3 TBD Task 3: Plan Implementation Implementation of approved Displacement Avoidance Plan. The final scope will be pending approval by SGC. Month 4-60 TBD Displacement Avoidance Plan Total $60,500.00 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 98 EXHIBIT C – SPECIAL TERMS AND CONDITONS Part 1 – Transformative Plans EXHIBIT C – SPECIAL TERMS AND CONDITIONS PART 1 – Transformative Plans A. Community Engagement Grantee is required by AB 2722 to ensure meaningful community engagement of the TCC Project area residents and key stakeholders in all phases of implementation; Grantee will conduct and oversee community engagement for the entirety of the TCC Project; Grantee will report to SGC on community engagement related activities; and, Grantee will develop a process to collect and address complaints or concerns related to TCC Project implementation. B. Displacement Avoidance Grantee is required by AB 2722 to implement strategies to reduce economic displacement risk within the TCC Project area; Grantee will pursue strategies during grant implementation that will prevent against the displacement of existing households in the TCC Project area; Grantee will pursue strategies during grant implementation that will prevent against the displacement of existing small businesses in the TCC Project area; and Grantee will report to SGC on key milestones related to the adoption and implementation of the displacement avoidance policies annually; and Grantee certifies that no relocation will take place beyond that which was included in submitted relocation plan. C. Workforce Development The TCC Program Guidelines require Grantee to establish goals for workforce training, employment, and local business expansion for the TCC Project area; Grantee will conduct or oversee workforce development activities for the entirety of the TCC Project; and, Grantee will report to SGC on workforce development related activities. D. Indicator Tracking and Reporting Requirements Grantee is required by AB 2722 to track and monitor greenhouse gas (GHG) reductions, co-benefits, and outcome indicators; Grantee may be required to re-estimate GHG emission reductions for each California Climate Investment (CCI) funded project using California Air Resources Board’s (CARB) Greenhouse Gas Quantification Methodology for the Strategic Growth Council Transformative Climate Communities Program for Fiscal Year 2016-17; Grantee will indicate how each CCI and non-CCI Project satisfies criteria for being located within and benefitting disadvantaged and low-income communities and/or low-income households using the criteria specified, per the project type, in the Benefit Criteria Tables available at www.arb.ca.gov/cci-resources; Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 99 EXHIBIT C – SPECIAL TERMS AND CONDITONS Part 1 – Transformative Plans Grantee will track and report indicators on an annual basis, at the point when the projects become operational, and at project closeout. Outcome reporting will be required until the end of the performance period. Reporting templates and Co-Benefit indicators are posted on the CARB CCI Quantification, Benefits, and Reporting Materials webpage and CCI Co-benefit Assessment Methodology webpage, respectively; and, Grantee will be required to share information on project outcomes per CARB requirements including job benefits. Grantee and partners are required to report information on employment outcomes from awarded projects that provide jobs or job training. The requested data includes information on the quantity and quality of jobs, including wages and credentials provided through training programs. This information may be readily available for projects where funding recipients are already tracking employment data using standardized methods (e.g., certified payroll systems). Grantee is required to track each indicator specified in the Indicator Tracking Tables (Attachment E-4), organized by CCI Project and Transformative Plan type. The following terms apply to Grantee’s tracking and reporting process. Purpose: The information reported by Grantee will be used by the Evaluator (Evaluation Technical Assistance) to help Grantee complete reporting forms as required by the California Air Resources Board. The Evaluator may use the information to help assess TCC site progress and results, with highlights that could be shared broadly with TCC stakeholders and interested parties. Data source: Grantee must track the indicators listed in Attachment E-4 using their direct access to the data needed to measure these indicators. In the tables, specific types of project documentation are suggested for tracking each indicator. Frequency: Grantee must continuously track (as relevant) the indicators and report on them annually to the Evaluator and the Strategic Growth Council. Prior to project completion, Grantee will report on progress, such as “X number of housing units are in the X stage of development.” Upon project completion, Grantee will report a final number. Collaboration: Grantee must also help the Evaluator track additional indicators to complete their evaluations. These additional indicators will be determined during project implementation. For example, the Evaluator will design surveys with feedback from Grantee; then Grantee--through TCC project activities--may have the opportunity to distribute surveys to community members, and the Evaluator will analyze the survey results. The evaluators will work with grantees to stay within the budgeted time and resources for tracking indicators agreed upon signing the contract throughout the grant term and performance period. Reporting protocols: The Evaluator will provide Grantee with guidance on reporting protocols and will also provide reporting templates for Grantee’s use. Designated liaison: Grantee and any Lead Entity should designate a point-of-contact who can liaise with the Evaluator to fulfill the tracking and reporting requirements. The Evaluator may also request to speak with staff from co-applicant entities, as applicable, to inform the program evaluation. Grantee will assist in facilitating avenues for direct communication between the co-applicants and the Evaluator if requested (i.e., providing contact information when necessary). Site-specific and additional details: The Evaluator may provide Grantee with a list of additional site-specific indicators to track if the projects or plans in these sites require indicators that deviate from or expand upon those detailed in Attachment E-4. The Evaluator will also provide a list of required inputs to any necessary estimator tools that will be used for the evaluation. If an indicator or input to a given tool is not relevant to Grantee’s particular project, Grantee should report “N/A” for the indicator or input. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 100 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions Part 2 – Project-Specific Terms and Conditions Grantee certifies that it will ensure that the Lead Entity of each CCI Project included in Exhibit B adheres to the following requirements: A. Low Carbon Transit Operations Program Zero-Emission Vehicle Projects Procured vehicles must support the system performance of the improved service lines as described in the Budget and Schedule of Deliverables throughout the Project Completion and Performance Periods. Lead Entity must provide SGC with the current and proposed service plan including routes, service frequency, and number of vehicles deployed on each route within 60 calendar days of Grant Agreement execution. The Lead Entity must quantify the planned number of additional vehicle miles to be operated by zero-emission vehicle (ZEV) buses compared against the baseline service level. Lead Entity must provide SGC with the existing schedules and proposed changes to the affected service lines at least 90 calendar days before initiating service. The service plans should include weekday, weekend, and special event services and maintain service frequency levels consistent with the Work Plan. The schedules should document efforts to coordinate service with other transit services. B. Active Transportation Program If the TCC Project is not on state-owned right-of-way, the project must be constructed in accordance with the Local Assistance Procedures Manual, Chapter 11.2 Design Guidance for Local Assistance Projects, New and Reconstruction Projects design standards for local agency streets and roads, incorporated here by this reference. C. Low Carbon Transportation: Car Sharing and Mobility Vehicle and Equipment Specifications Lead Entity must purchase or lease eligible light-duty passenger vehicles or medium-duty passenger or shuttle vans that are zero emission or near-zero emission vehicles, which include plug-in hybrid electric vehicles (PHEV), battery electric vehicles (BEV), and fuel cell electric vehicles (FCEV). Changes to the fleet after grant execution may be made subject to prior written approval by SGC. Additional vehicle requirements: i. May be purchased or leased (2-year minimum lease period). ii. May be new or used. iii. Must be a four passenger vehicle or more. iv. New vehicles must be eligible for the Clean Vehicle Rebate Project (CVRP) or the California Hybrid and Zero-Emission Truck and Bus Voucher Project (HVIP), but they cannot participate in those projects, i.e., they cannot receive rebates from CVRP2 or vouchers from HVIP3. v. Used vehicles that have participated in CVRP or HVIP and have fully complied with CVRP and HVIP requirements are eligible. vi. Must be registered in California. vii. No modifications to the vehicle’s emissions control systems, hardware, software calibrations, or hybrid system (California Vehicle Code (CVC) Section 27156). Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 101 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions viii. A chassis that has been modified with aftermarket parts or equipment to create a PHEV or zero-emission vehicle is not eligible. ix. Vehicle title cannot be salvaged (as defined in CVC Section 544). Lead Entity may purchase and install electric vehicle supply equipment (EVSE) to provide electricity for BEVs and PHEVs, as applicable. EVSE equipment may be: i. Installed in commercial or residential locations. ii. May include ports for bicycle charging if the project design includes electric bicycles. iii. Level 2: rated up to 240 volts AC, up to 60 amps, and up to 14.4 kW. iv. Level 3: high voltage AC or DC with the capability to charge the vehicle to approximately 80 percent capacity within 30 minutes. The Lead Entity may purchase Class 1 or Class 2 electric bicycles and supporting equipment for the bicycle sharing complement to the car sharing system. Electric bicycles and equipment should comply with the following: i. Purchase and install electric bicycle charging equipment to provide electricity for electric bicycles, no more than one per bicycle, as applicable. ii. Purchase bicycle locking stations, no more than one per bicycle, as applicable. iii. May purchase bicycle helmets for use of electric bicycle. Lead Entity must establish secure and safe home base parking for project vehicles and optional electric bicycles within the Project Area. Program Requirements Lead Entity must develop policy and process to evaluate potential vehicle drivers, bicycle riders, vanpool riders, and subsidy recipients, as follows: i. Enroll all vehicle drivers, bicyclists, carpool/vanpool riders (non-driver participants), and subsidy recipients and ensure that they: a. Complete an Initial Participant Survey upon enrollment. b. Complete trip surveys and participate in research as requested by Lead Entity. c. Pay project fees to use the car sharing system, as determined by Lead Entity. ii. Ensure enrolled vehicle drivers also meet the requirements below: a. Possess a current driver’s license. b. Meet minimum requirements to drive a project vehicle as required by Lead Entity and the insurance provider, to be developed in conjunction with SGC. iii. Ensure enrolled bicyclists satisfactorily complete a bicycle safety training program (as approved by SGC). iv. Participants become ineligible upon any of the following events: a. Vehicle driver or bicycle rider participant becomes ineligible per terms of insurance. b. Vehicle driver’s license lapses or is revoked. c. Vehicle or bicycle rider is determined to be an unsafe or impaired driver by the Lead Entity. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 102 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions d. Participant causes damage to a vehicle, bicycle, EVSE or other project property, at the discretion of Lead Entity or SGC. e. Non-payment of project fees to use the car sharing system, to participate in the project, or to receive subsidies, as required by the Lead Entity. f. Non-compliance with project requirements, at the discretion of Lead Entity or SGC. Lead Entity must develop, administer, and maintain a user-friendly vehicle reservation system; at a minimum, provide telephone-based, person-to-person reservation fulfillment. Lead Entity must develop policies and procedures documents and flow charts that describe Lead Entity’s administrative actions for evaluating and processing participants, reservations, vehicle maintenance, and data gathering and reporting. Lead Entity must establish and maintain records of participants, vehicles, EVSE, optional electric bicycles and chargers, fuel, maintenance, and other records, as follows: i. Identify participant data that is confidential and develop measures to keep this data confidential. ii. Develop a systematic process and schedule to back-up participant, reservation database(s) on a daily basis at a minimum. iii. Develop and enforce security measures to safeguard Project database(s). iv. Store all records in a secured and safe storage facility that maintains confidentiality and provides fire and natural disaster protection. D. Low Income Weatherization Single-Family Residences i. Single-family homes occupied by property owners are eligible for energy efficiency and Solar Photovoltaic (PV) installations. Single-family homes occupied by tenants are eligible for only energy efficiency installations. ii. Lead Entity must have single-family property owners certify that they will not raise the rent of any property with energy efficiency and/or Solar PV installations for a period of two (2) years from the date of installation because of the increased value of the unit due solely to the installations provided (allowable factors for rent increase can include an actual increase in property taxes, actual cost of amortizing other improvements to the property accomplished after the date of work completed by the Partner and/or subcontractor, or actual increases in expenses of maintaining and operating this property). Additionally, the property owner must acknowledge and agree that the property is not for sale at the time of qualifying for the installations and will not be offered for sale or otherwise distributed or is not in foreclosure for at least sixty (60) calendar days following the completion of the installations. iii. Household income eligibility must be established at either 80 percent of the Area Median Income (AMI), or 80 percent of the State Median Income (SMI), whichever results in a higher allowable maximum income. iv. The following types of buildings will not be eligible for installations: a. Buildings requiring significant environmental review, any mitigation, including mitigation of fire hazards or electrification and/or environmental decontamination triggering a deferral as defined in the Deferral Policy section; Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 103 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions b. New buildings or buildings rebuilt or remodeled or retrofitted to meet Title 24 standards (Part 6, of the California Code of Regulations) are not eligible for energy efficiency installations, but are eligible for Solar PV installations; c. Buildings that are structurally unsound or condemned; d. Buildings under a legal cloud or importuned by illegal activity; e. Buildings that have been modified under LIWP, the Low-Income Home Energy Assistance Program (LIHEAP) or Department of Energy (DOE) federal programs within the past four (4) years, do not qualify for energy efficiency measures, with the exception of assessment for and installation of Solar Water Heating, and may receive Solar PV, if qualified. v. Buildings that have received only LIWP-funded Solar PV may qualify for energy efficiency measures. vi. Each building must be assessed for suitability before proposed energy efficiency and/or Solar PV installations occur. vii. Property owners are responsible for certifying participation in any additional energy efficiency upgrade programs that have resulted in modifications to the identified buildings within the project. viii. All work performed must be in compliance with current and applicable provisions of the California Energy Commission Building Energy Efficiency Standards, Alterations under Title 24, Part 6, of the California Code of Regulations, California Home Energy Rating System (HERS) Program regulations. Standards within the current Uniform Building Code and local city and county codes should be adhered to. ix. Work provided to all covered pre-1978 buildings must be in compliance with current Environmental Protection Agency rules in 40 CFR 745 (Code of Federal Regulations), Lead-Based Paint Poisoning Prevention in Certain Residential Structures and the Housing and Urban Development rules in 24 CFR 35, as applicable to energy efficiency installations. Multi-Family Residences i. Multi-family properties, deed restricted and/or subsidized properties must provide regulatory agreements with the applicable local agency showing compliance with the income eligibility requirements. For market rate properties, Lead Entity must require the property owner or manager not to evict or commence any eviction proceeding against any tenant(s) of any qualifying unit in the building, except for cause and subject to all legal requirements and procedures for any such eviction and/or proceeding. ii. Lead Entity must ensure that the property owner or manager certify that the rents for the qualified low- income units will not be increased for a period of two (2) years because of the energy efficiency and/or Solar PV installations and/or major capital improvements. Lead Entity must also require the property owner or manager agree that any units which are designated as vacant as of the effective date of the installations, must be rented to or occupied by a household at an income level such that at least 66 percent of households residing at the property earn less than 80 percent AMI or 80 percent of SMI, whichever results in a higher allowable maximum income. iii. The following types of buildings will not be eligible: a. Buildings requiring significant environmental review, any mitigation, including mitigation of fire hazards or electrification and/or environmental decontamination triggering a deferral as defined in the Deferral Policy section; b. Buildings with significant energy efficiency upgrades installed within the previous five (5) years, unless energy savings goals can be attained at a reasonable cost through the implementation of additional measures; Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 104 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions c. New buildings or buildings rebuilt or remodeled or retrofitted to meet Title 24 standards (Part 6, of the California Code of Regulations) are not eligible for energy efficiency installations, but are eligible for Solar PV installations; d. Buildings that are structurally unsound or condemned; e. Buildings likely to be sold as evidenced by position in the market and refinancing cycle; f. Buildings under a legal cloud or importuned by illegal activity; g. Property under single ownership, including closely held affiliates that, in the aggregate, total more than 1,000 units receiving energy efficiency and/or Solar PV installations. h. Buildings that have previously received LIWP-funded energy efficiency measures within the past four (4) years do not qualify for additional energy efficiency measures, with the exception of assessment for and installation of the following: I. Solar Water Heating II. Solar PV iv. Each building must be assessed for suitability before proposed energy efficiency and/or Solar PV installations occur. v. Property owners are responsible for certifying participation in any additional energy efficiency upgrade programs that have resulted in modifications to the identified buildings within the project. vi. All work performed must be in compliance with current and applicable provisions of the California Energy Commission Building Energy Efficiency Standards, Alterations under Title 24, Part 6, of the California Code of Regulations, California Home Energy Rating System (HERS) Program regulations. Standards within the current Uniform Building Code and local city and county codes should be adhered to. vii. Work provided to all covered pre-1978 buildings must be in compliance with current Environmental Protection Agency rules in 40 CFR 745 (Code of Federal Regulations), Lead-Based Paint Poisoning Prevention in Certain Residential Structures and the Housing and Urban Development rules in 24 CFR 35, as applicable to energy efficiency installations. Assessment, Certification, and Compliance Requirements for both Single- and Multi-Family Residences i. Lead Entity must keep records of project assessments, certifications, and compliance. Lead Entity may refer to the Department of Community Services and Development’s (CSD) Low-Income Weatherization Program (LIWP) standards and forms for examples of information to collect and record retention. Information collected must include, but is not limited to: a. Intake forms with information including, but not limited to household income, household members, eligibility, and energy service currently used; b. Property owner consent to receive energy efficiency and/or Solar PV installations; c. Property owner certification to comply with Single-Family Residence and Multi-Family Residence requirements outlined above; d. Confirmation that property owner has been informed of potential hazardous materials exposure during energy efficiency and/or Solar PV installations, as such hazards are identified; e. Documentation that a building assessment has been completed (pre-and-post project completion). f. Property owner confirmation that proposed energy efficiency and/or Solar PV installations were received and installed properly; Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 105 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions g. Documentation showing why energy efficiency and/or Solar PV installations were deferred or denied, as applicable; h. Documentation of compliance with the Department of Public Health’s Renovation, Repair, and Painting Rule (RRP) (40 Code of Federal Regulations 745), as applicable; i. Documentation of trainings taken by certified renovators (per RRP), as applicable. Operations and Maintenance for both Single- and Multi-Family Residences i. The Lead Entity is responsible for providing verbal and written instructions for each installation to the property owner describing proper operation, maintenance requirements, system components, warranty information, programming of controls, and safety considerations, as applicable. This must occur prior to project completion. All work must be in accordance with the CSD LIWP Measure Standards. SGC will provide the Grantee with a reference document. ii. The Lead Entity must establish and maintain policies and procedures for handling complaints in accordance with the CSD LIWP Measure Standards. a. The policies and procedures shall be in writing and shall be provided to interested individuals upon request. Complaints may include, but are not limited to, equipment failure during the warranty period, and incorrect installation of equipment. The Lead Entity should retain records of all complaints, and how they were resolved, in the event of an audit. Deferral Policy for both Single- and Multi-Family Residences i. Conditions may exist which cannot be mitigated because corrections exceed the scope of this program or cannot be achieved in a cost-effective manner. In these instances, contractors shall install feasible measures and, as applicable, refer the property owner to other agencies/programs for additional assistance. Once conditions have been corrected, installations for which the property qualifies may be installed. Presence of any of the conditions below shall require deferral of all installation activities: a. Mechanical, electrical, or plumbing system is in such disrepair that failure is imminent. b. An environmental condition exists that endangers the occupants or contractor workers. (Example: standing water/sewage, mold, friable asbestos, etc.). c. Evidence of significant infestation of rodents, insects, and/or other vermin is present. d. Moisture conditions within the building are severe and infiltration reduction measures are not feasible. e. Building is condemned, is under remodeling or rehabilitation, or has structural issues. f. Building has unsafe air quality. (Examples: sewage, significant animal feces in the building, improperly stored chemicals, combustible materials, or other fire hazards present a danger to the occupants or workers, etc.) g. Building is pre-1978 construction and paint is seriously degraded and/or damaged, creating a hazardous condition with paint chips or dust. h. Manufactured housing registration is not current or in good standing, and a Department of Housing and Community Development permit will not be granted. i. Occupant has a known health condition/s that would be made worse by installation activities. j. Maintenance or housekeeping practices limit access of workers to the property for diagnostics or services. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 106 EXHIBIT C – SPECIAL TERMS AND CONDITIONS Part 2 – Project-Specific Terms and Conditions k. Property owner refusal of combustion appliance safety (CAS) testing l. Hazardous combustion appliance conditions that cannot be remedied through repair or replacement. m. Property owner is uncooperative, abusive, or threatening to installation personnel. n. Illegal activities are taking place in the property. ii. A contractor may need to defer some or all services when unsafe conditions require repairs or replacements that exceed the scope or funding of this program (known as a limited deferral). When this occurs, the contractor shall provide written and photographic documentation of the condition. Once conditions have been corrected, measures for which the property qualifies may be installed. E. Water Energy All equipment must be certified Energy Star or equivalent products. F. Urban Greening If the project includes habitat restoration or landscaping, the plant palette must include native, low-water, and/or drought-resistant vegetation. Lead Entity must provide maintenance on all plants planted (including replacement) for at least three (3) years after project completion. Lead Entity must also prepare and submit to SGC a plan for the long-term care for the plants. G. Urban and Community Forestry The Regional Urban Forester must approve the species list and map of tree planting area prior to beginning work. Lead Entity shall cause all trees planted (including replacement) to be maintained for at least three years after project completion. Lead Entity must also prepare and submit to SGC a plan for the long-term care for the trees. Any tree planting within the project must adhere to the CAL FIRE Guideline Specifications for Selecting, Planting, and Early Care of Young Trees (“CAL FIRE”), available at http://calfire.ca.gov/resource_mgt/downloads/CALFIRE_Nursery_Standards_and_Specs11_12.pdf. Trees requiring replacement per CAL FIRE must be made at the Lead Entity’s cost. Projects may not use synthetic fertilizer. Organic fertilizers (e.g. compost, manure) may be used. H. Organics and Food Waste Prevention and Rescue Projects must be located in California and result in: i. Reductions in GHG emissions compared to existing practice of landfilling of California-generated green or food materials (for organics), or the production, processing, packaging, distribution, and landfilling of California-generated food materials (for food waste prevention and rescue); and i. Increases in quantity (tons) of California-generated green materials, or food materials, newly diverted from landfill disposal or ADC use, and composted or digested (for organics), or increases in quantity (tons) of California-generated food materials, newly diverted from landfill and prevented or rescued from disposal (for food waste prevention and rescue). For the purpose of this program, “newly diverted” means the tons of materials that are currently being landfilled that will instead be diverted as a result of this project. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 107 EXHIBIT D – AHSC SPECIFIC TERMS AND CONDITIONS EXHIBIT D – AHSC SPECIAL TERMS AND CONDITIONS 1. Purpose This Exhibit is entered into for the purpose of reimbursing Grantee or Lead Entity, as appropriate, for the making of a loan of its own funds for the development, operation and maintenance of a residential rental Affordable Housing Development (AHD) Capital Project. The financial assistance from the TCC Program shall be in the form of a reimbursement-based grant to Grantee, upon receipt of required documentation evidencing that Grantee or Lead Entity has made a loan of its own funds to construct a residential rental Affordable Housing Development, evidenced by a promissory note, secured by a deed of trust and subject to a regulatory agreement driven from TCC and AHSC Guidelines between the Borrower and Grantee. The purpose of the Loan is to ensure that the rental Affordable Housing Development is constructed, owned, managed, maintained and operated in accordance with the requirements of the TCC Program, and as identified in the Application, and to ensure that certain residential units therein shall be occupied by eligible households at affordable rents as defined in the TCC Guidelines and AHSC Guidelines for the full term of the Loan, regardless of sale or transfer of the Property or prepayment of the Loan. To further effect this purpose, if Borrower is an entity other than the Developer identified in the Application, SGC may require the Developer to enter into a Sponsor Operating Guaranty as a condition of closing the Loan. 2. Incorporated Regulations and Guidelines The currently adopted and applicable Uniform Multifamily Regulations ("UMRs") as may be amended from time to time, all as set forth in the California Code of Regulations, Title 25, and the Multifamily Housing Program (“MHP”) authorized and governed by Sections 50675 through 50675.14 of the Health and Safety Code and the regulations promulgated there under in 25 CCR 7300, et seq. are hereby incorporated by reference in their totality into this Agreement. Conflicting provisions of this Grant Agreement notwithstanding, the AHSC Guidelines shall apply, except the following provisions shall supersede the AHSC Guidelines: the reimbursement provisions of this Grant Agreement; the current UMRs shall apply; Grant Agreement shall not be subject to a .42 % mandatory payment; and Grantee shall bear all Loan oversight responsibilities. 3. Eligible Activities and Work i. Grantee will only receive reimbursement for Work (as herein defined) performed for eligible activities as authorized by the TCC Guidelines and AHSC Guidelines. Grantee shall ensure that all Work is performed according to the AHSC Guidelines. ii. Grantee shall perform, or cause to be performed, the funded activities described in the Scope of Work in the Application, incorporated herein by reference, including applicable AHD Capital Projects, Housing Related Infrastructure (HRI), Sustainable Transportation Infrastructure (STI), Transportation-Related Amenities (TRA), Active Transportation programs, Transit Ridership programs, and criteria air pollutant programs (the “Work”). All written materials or alterations submitted as addenda to the original Application and which were approved in writing by SGC are hereby incorporated as part of the Application. SGC reserves the right to review and approve all Work to be performed by Grantee, its Borrower, Lead Entity, contractors, and subgrantees in relation to this Grant Agreement. Any proposed revision to the Work may require an amendment to this Grant Agreement. iii. In the event the AHD Capital Project component is not completed pursuant to TCC Program requirements, the HRI, STI, TRA, Active Transportation programs, Transit Ridership programs, and criteria air pollutant Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 108 EXHIBIT D – AHSC SPECIFIC TERMS AND CONDITIONS programs and program costs would no longer qualify for funding under this Grant Agreement. iv. Work for this Exhibit D shall consist of two components: 1. Making a Loan of Grantee’s own funds for the development and construction by or on behalf of Sponsor of the Affordable Housing Development designated in the Application which is to be developed and constructed by the Borrower, or other developer, as provided in the Application, and meeting the criteria described in Exhibit B. 2. Developing the non-AHD components to fulfil the AHSC program requirements as defined by the AHSC Program. v. For the purposes of performing the Work, SGC agrees to reimburse the amount(s) identified in Exhibit B. Unless amended, SGC shall not be liable for any costs for Work in excess of this amount, nor any unauthorized or ineligible costs. 4. Performance Milestones for AHD Component Grantee shall ensure the completion of the AHD Performance Milestones set forth in Exhibit B by the designated dates. Grantee may apply to SGC for an extension of these timelines based on good cause shown and best efforts and assurances from Grantee for timely completion of the remaining Milestones. SGC may delay reimbursement if Grantee fails to timely complete the Milestones. 5. Reimbursement for AHD Component The bimonthly invoicing provision of this Grant Agreement in Exhibit A, Part 2, Section 14 notwithstanding, Grantee shall submit reimbursement requests on an annual basis or after each 25% increment of the requested fund has been spent, whichever comes first. Reimbursement requests must include reporting on the Milestones achieved per Exhibit B. 6. Reimbursement for non-AHD Component Housing Related Infrastructure (HRI), Sustainable Transportation Infrastructure (STI), Transportation-Related Amenities (TRA), Active Transportation programs, Transit Ridership programs, and criteria air pollutant programs will follow the payment schedule set for all non-AHSC CCI Projects. 7. Timing i. Grantee shall ensure the close the construction financing approved by SGC as indicated in the Grant Agreement and commence, or cause to be commenced, the construction of the Affordable Housing Development and, upon SGC’s request, timely provide evidence of same by submission of recorded deeds of trust for all construction financing (except for AHP funds), payment of all construction lender fees, issuance of building permits (a grading permit does not suffice to meet this requirement) and notice to proceed delivered to the contractor. If no construction lender is involved, and the project is receiving low-income housing tax credits, evidence must be submitted that the equity partner has been admitted to the ownership entity, and that an initial disbursement of funds has occurred. ii. Grantee shall close its Loan to Borrower five years from the grant execution day. Any extension to the Loan closing deadline will require an amendment to this Grant Agreement. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 109 EXHIBIT E - ATTACHMENTS EXHIBIT E – Attachments This page was intentionally left blank. See the following pages. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 110 EXHIBIT E - ATTACHMENTS Attachment E-1: TCC Project Area Map Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 111 EXHIBIT E - ATTACHMENTS Attachment E-2: Invoicing and Reporting Templates This page was intentionally left blank. See the following page(s). Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 112 EXHIBIT E - ATTACHMENTS [EACH INVOICE MUST BE PRINTED ON GRANTEE LETTERHEAD] TRANSFORMATIVE CLIMATE COMMUNITIES PROGRAM BIMONTHLY INVOICE Grantee: Grant Number: Period: [#] Period Dates: (Start Date) (End Date) Authorized Signatory (Name): (Position) By signing this I certify that work has been completed in accordance with the Grant Agreement and that the total below reflects actual costs incurred. Signature: Date: CCI Project or Transformative Plan Grant Funds Spent [PROJECT SUBTOTAL] CCI #1 CCI #2 CCI #3 CCI #4 CCI #5 CCI #6 CCI #7 CCI #8 CCI #9 CCI #10 CCI #11 CCI #12 CCI #13 CCI #14 CCI #15 CCI #16 CCI #17 CCI #18 Community Engagement Workforce Development SUBTOTAL for this Period TOTAL to be reimbursed this Period Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 113 EXHIBIT E - ATTACHMENTS TRANSFORMATIVE CLIMATE COMMUNITIES PROGRAM BIMONTHLY INVOICE DETAIL Grantee: Grant Number: Period: [#] Period Dates: (Start Date) (End Date) Project # and Name: Project Lead: TASK COST CATEGORY AMOUNT SUPPORTING DOCUMENTATION [PAGE NUMBER] 1 PERSONNEL SUBCONTRACTORS SUPPLIES/MATERIALS EQUIPMENT TRAVEL INDICATOR TRACKING OTHER DIRECT COSTS Subtotal 2 Subtotal 3 Subtotal PROJECT SUBTOTAL Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 114 EXHIBIT E - ATTACHMENTS TRANSFORMATIVE CLIMATE COMMUNITIES PROGRAM BIMONTHLY PROGRESS REPORT Grantee: Grant Number: Period #: Reporting Period: (Start Date) to (End Date) Authorized Signatory: (Name) (Position) By signing this I certify that work has been completed in accordance with the Grant Agreement and that the total below reflects actual costs incurred. Signature: Date: Summarize work completed during the reporting period: CCI Project/CEP/WDP Project Lead: Task & Subtask Description of Work Completed Grant Funds Spent Leverage Funds Spent Please refer to specific deliverables in the Budget and Work Plan. Total Funds Spent this Period: Non-CCI Project/DAP Project Lead: Task & Subtask Description of Work Completed Leverage Funds Spent Total Funds Spent this Period: Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 Page 115 EXHIBIT E - ATTACHMENTS STATUS UPDATE CCI PROJECT/CEP/WDP or NON-CCI PROJECT/DAP On Schedule (Y/N) Within Budget (Y/N) Corrective Plan or Action, if needed Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 116 TRANSFORMATIVE CLIMATE COMMUNITIES PROGRAM ANNUAL DETAILED LEVERAGE FUNDING REPORT Funding Source Total Committed CCI Project, Non-CCI Project, or Transformative Plan Total Spent during Reporting Period Grantee: Grant Number: Period #: Reporting Period: (Start Date) to (End Date) Authorized Signatory: (Name) (Position) By signing this I certify that the information below is accurate, that leverage funding has been spent in in accordance with the TCC Grant Agreement and that the total below reflects actual costs incurred. Signature: Date: Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 117 Attachment E-3: Reporting Schedule PROJECT COMPLETION PERIOD REPORTS REPORTING PERIOD BIMONTHLY PROGRESS REPORT ANNUAL REPORTS (Progress, Leverage Funding, Equipment Inventory) DETAILED WORK PLAN AND BUDGET DUE DATE START END November 1, 2018 December, 2018 X January 30 2019 January 1, 2019 February 28, 2019 X March 30 2019 March 1, 2019 April 30, 2019 X May 30 2019 May 1, 2019 June 30, 2019 X July 30 2019 July 1, 2019 August 30, 2019 X September 30 2019 September 1, 2019 October 30, 2019 X X X November 30 2019 November 1, 2019 December 31, 2019 X January 30 2020 January 1, 2020 February 29, 2020 X March 30 2020 March 1, 2020 April 30, 2020 X May 30 2020 May 1, 2020 June 30, 2020 X July 30 2020 July 1, 2020 August 30, 2020 X September 30 2020 September 1, 2020 October 30, 2020 X X X November 30 2020 November 1, 2020 December 31, 2020 X January 30 2021 January 1, 2021 February 28, 2021 X March 30 2021 March 1, 2021 April 30, 2021 X May 30 2021 May 1, 2021 June 30, 2021 X July 30 2021 July 1, 2021 August 30, 2021 X September 30 2021 September 1, 2021 October 30, 2021 X X X November 30 2021 November 1, 2021 December 31, 2021 X January 30 2022 January 1, 2022 February 28, 2022 X March 30 2022 March 1, 2022 April 30, 2022 X May 30 2022 May 1, 2022 June 30, 2022 X July 30 2022 July 1, 2022 August 30, 2022 X September 30 2022 September 1, 2022 October 30, 2022 X X X November 30 2022 November 1, 2022 December 31, 2022 X January 30 2023 January 1, 2023 February 28, 2023 X March 30 2023 March 1, 2023 April 30, 2023 X May 30 2023 May 1, 2023 June 30, 2023 X July 30 2023 July 1, 2023 August 30, 2023 X September 30 2023 September 1, 2023 October 30, 2023 N/A X – FINAL REPORT N/A November 30 2023 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 118 CARB and SGC INDICATOR TRACKING REPORTS REPORTING PERIOD ANNUAL INDICATOR REPORT INVOICE Due Date START END Reporting during the Project Completion Period* Grant Start Date September 30, 2019 X Bi-monthly October 31, 2019 October 1, 2019 September 30, 2020 X Bi-monthly October 31, 2020 October 1, 2020 September 30, 2021 X Bi-monthly October 31, 2021 October 1, 2021 September 30, 2022 X Bi-monthly October 31, 2022 October 1, 2022 September 30, 2023 X Bi-monthly October 31, 2023 Reporting during the Performance Period if applicable October 1, 2023 September 30, 2024 X X October 31, 2024 October 1, 2024 September 30, 2025 X X October 31, 2025 October 1, 2025 March 1, 2026 X X Jan 31, 2026 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 119 Attachment E-4: Indicator Tracking Tables Indicators have been broken out by TCC Project Component. Each CCI Project, Non-CCI Project, and Transformative Plan has its own table. Note that some indicators are specific to an individual CCI Project, and others are general indicators required for each Project Type. All indicators listed below should be reported annually and after project close out and during the performance period. Specific Indicators for Project #1 – Chinatown Housing Project Indicator Data Source Commercial units by size Project documentation (e.g., construction records) Permeable surfaces added (square feet) Project documentation (e.g. design plans) General Indicators for all Affordable Housing and Sustainable Communities (AHSC) Projects Housing units [# constructed by size of unit]* Project documentation (e.g., design plans) Affordable housing units [# constructed by size of unit]* Project documentation (e.g., design plans) Trees planted [#, species, location]* Project documentation (e.g., landscaping invoices) Net density [Dwelling units / acre]* Project documentation (e.g., design plans) % of housing units occupied Project documentation (e.g., rental agreements) % of income restricted housing units occupied Project documentation (e.g., rental agreements) Installed solar photovoltaic capacity (kW) Project documentation (e.g., installation invoices) Number of energy efficiency measures installed by measure type and building type Project documentation (e.g., installation invoices) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 120 Specific Indicators for Project #2 – Fresno Economic Opportunities Commission (EOC) Partnership for Energy Savings and GHG Reductions in Southwest (SW) Fresno Indicator Data Source Subtask: Install Solar on Residential Homes Number of households contacted Project documentation (e.g., mailing lists) Number of site visits conducted Project documentation (e.g. assessment records) Number of applications received Project documentation (e.g., application records) Number of applications approved Project documentation (e.g., application records) Number of contracts executed Project documentation (e.g., contracting records) Subtask: Install Energy Efficiency Measures / Target Homes Number of outreach events attended Project documentation (e.g., event agendas) Number of households contacted Project documentation (e.g., mailing lists) Number of site visits conducted Project documentation (e.g. assessment records) Number of applications received Project documentation (e.g., application records) Number of applications approved Project documentation (e.g., application records) Number of contracts executed Project documentation (e.g., contracting records) General Indicators for all Low-Income Weatherization Program (LIWP) Projects Number of solar PV systems installed by building type Project documentation (e.g., installation invoices) Installed solar photovoltaic capacity (kW) Project documentation (e.g., installation invoices) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 121 Number of solar water heating systems installed by building type Project documentation (e.g., installation invoices) Number of fossil fuel based water heating systems replaced by type Project documentation (e.g., installation invoices) Number of energy efficiency measures installed by type of measure and building type Project documentation (e.g., installation invoices) Number of site visits to assess energy efficiency potential by building type Project documentation (e.g. assessment paperwork) Number of site visits to assess solar PV potential by building type Project documentation (e.g. assessment paperwork) Number of site visits to assess solar water heating potential by building type Project documentation (e.g. assessment paperwork) Number of individuals trained on energy efficiency measures by building type Project documentation (e.g. training records) Number of individuals trained on solar PV maintenance by building type Project documentation (e.g. training records) Number of individuals trained on solar water heating system maintenance by building type Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 122 Specific Indicators for Project #3 – GRID Solar Collaborative Single-Family Partnership Indicator Data Source Number of households contacted Project documentation (e.g., mailing lists) Number of site visits conducted Project documentation (e.g. assessment records) Number of applications received Project documentation (e.g., application records) Number of applications approved Project documentation (e.g., application records) Number of contracts executed Project documentation (e.g., contracting records) Number of community based organizations involved in the process Project documentation (e.g. letters of support) Number of energy efficiency workshops held (by language) Project documentation (e.g. meeting agendas) Number of stakeholders invited to each energy efficiency workshop Project documentation (e.g., mailing list) Number of stakeholders engaged at each energy efficiency workshop Project documentation (e.g., sign in sheets) Number of additional outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each additional outreach activity conducted (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each additional outreach activity conducted (by type of activity) Project documentation (e.g., sign in sheets) General Indicators for all Low-Income Weatherization Program (LIWP) Projects Number of solar PV systems installed by building type Project documentation (e.g., installation invoices) Installed solar photovoltaic capacity (kW) Project documentation (e.g., installation invoices) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 123 Number of solar water heating systems installed by building type Project documentation (e.g., installation invoices) Number of fossil fuel based water heating systems replaced by type Project documentation (e.g., installation invoices) Number of energy efficiency measures installed by type of measure and building type Project documentation (e.g., installation invoices) Number of site visits to assess energy efficiency potential by building type Project documentation (e.g. assessment paperwork) Number of site visits to assess solar PV potential by building type Project documentation (e.g. assessment paperwork) Number of site visits to assess solar water heating potential by building type Project documentation (e.g. assessment paperwork) Number of individuals trained on energy efficiency measures by building type Project documentation (e.g. training records) Number of individuals trained on solar PV maintenance by building type Project documentation (e.g. training records) Number of individuals trained on solar water heating system maintenance by building type Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 124 Specific Indicators for Project #4 – GRID Solar Collaborative Multi-Family Partnership Indicator Data Source Number of housing developments contacted Project documentation (e.g., mailing lists) Number of site visits conducted Project documentation (e.g., assessment records) Number of applications received Project documentation (e.g., application records) Number of applications approved Project documentation (e.g., application records) Number of contracts executed Project documentation (e.g., contracting records) Number of outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each outreach activity conducted (by type of activity) Project documentation (e.g., mailing list) General Indicators for all Low-Income Weatherization Program (LIWP) Projects Number of solar PV systems installed by building type Project documentation (e.g., installation invoices) Installed solar photovoltaic capacity (kW) Project documentation (e.g., installation invoices) Number of solar water heating systems installed by building type Project documentation (e.g., installation invoices) Number of fossil fuel based water heating systems replaced by type Project documentation (e.g., installation invoices) Number of energy efficiency measures installed by type of measure and building type Project documentation (e.g., installation invoices) Number of site visits to assess energy efficiency potential by building type Project documentation (e.g. assessment paperwork) Number of site visits to assess solar PV potential by building type Project documentation (e.g. assessment paperwork) Number of site visits to assess solar water heating Project documentation Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 125 potential by building type (e.g. assessment paperwork) Number of individuals trained on energy efficiency measures by building type Project documentation (e.g. training records) Number of individuals trained on solar PV maintenance by building type Project documentation (e.g. training records) Number of individuals trained on solar water heating system maintenance by building type Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 126 Specific Indicators for Project #5 – Southwest Fresno Trail Indicator Data Source Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 127 Specific Indicators for Project #6 – Chinatown Urban Greening Indicator Data Source Number of outreach activities held to collect community input (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each outreach activity (by type of activity) Project documentation (e.g., sign in sheets) Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 128 Specific Indicators for Project #7 – Clean Shared Mobility Network Indicator Data Source Registered volunteer resource drivers (number) Project documentation (e.g., subcontractor reports) Usage of shared mobility options (number of trips and average trip length by mode) Project documentation (e.g., operator reports) Usage of volunteer ride source rides (number of rides and average trip length) Project documentation (e.g., subcontractor reports) General Indicators for all Low Carbon Transportation (LCT) Projects Vehicles in service* [# and type (model, make)] Project documentation (e.g., fleet purchase and service records) Number and location of charging stations installed Project documentation (e.g., installer invoices) Number and location of EV charging outlets installed by level of service Project documentation (e.g., installer invoices) Number of users registered for carsharing and other mobility project types Project documentation (e.g., user registration records) Number of users registered for vanpool service Project documentation (e.g., user registration records) Number of EV miles traveled (by PEV type) Project documentation (e.g., fleet mileage reports) Number of vanpool miles traveled Project documentation (e.g., fleet mileage reports) Number of vehicle miles traveled by other shared vehicles Project documentation (e.g., fleet mileage reports) Estimated energy usage (kWh) from installed EV charging infrastructure Project documentation (e.g., metered data, if available) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 129 Specific Indicators for Project # 8 – Annadale Modeshift Project Indicator Data Source Number of community events to educate residents on transportation options (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each educational event on transportation options (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at educational event on transportation options (by type of activity) Project documentation (e.g., sign in sheets) Number of hardscaped amenities added along sidewalks (by type) Project documentation (e.g., design plans) Number of hardscaped amenities added along bike lanes (by type) Project documentation (e.g., design plans) General Indicators for all Active Transportation Program (ATP) Projects Linear feet and location of bike lanes installed, by class Project documentation (e.g., project design plans) Linear feet and location of pedestrian pathways completed Project documentation (e.g., project design plans) Number and location of American Disabilities Act (ADA) standard ramps installed Project documentation (e.g., project design plans) Number and location of signalized intersections installed with bike detection Project documentation (e.g., project design plans) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 130 Specific Indicators for Project #9 – Mariposa Plaza Indicator Data Source Number of outreach activities held to collect community input (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each outreach activity (by type of activity) Project documentation (e.g., sign in sheets) Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of hardscaping elements added that provide shade (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) Square feet of new park space added Project documentation (e.g., design plans) Square feet of cool surfaces installed Project documentation (e.g., design plans) Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) Square feet of new park space added Project documentation (e.g., design plans) Square feet of cool surfaces installed Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 131 (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 132 Specific Indicators for Project #10 – ERP Green Toddler Park Indicator Data Source Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) Square feet of new park space added Project documentation (e.g., design plans) Square feet of cool surfaces installed Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 133 Specific Indicators for Project #11 – Southwest Urban Forest Expansion Indicator Data Source Number of community engagement meetings with Tree Fresno for park plantings (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each meeting with Tree Fresno Project documentation (e.g., mailing lists) Number of stakeholders engaged at each community engagement meeting with Tree Fresno Project documentation (e.g., sign in sheets) Number of planting workdays with volunteers Project documentation (e.g., sign in sheets) Number of stakeholders invited to volunteer at plantings workdays Project documentation (e.g., mailing list) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 134 Specific Indicators for Project #12 – Yosemite Village Permaculture Community Garden and Urban Farm Incubator Indicator Data Source Number of Youth Leadership Institute (YLI) training events (by language) Project documentation (e.g., training agendas) Number of potential youth leaders invited to each YLI training event Project documentation (e.g., mailing lists) Number of youth leaders trained at each YLI training event Project documentation (e.g., sign in sheets) Number of informational presentations conducted (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each informational presentation Project documentation (e.g., mailing lists) Number of stakeholders engaged at each informational presentation Project documentation (e.g., sign in sheets) Number of tabling events Project documentation (e.g., tabling notes) Number of stakeholders engaged at each tabling event Project documentation (e.g., tabling notes) Number of households contacted through canvassing Project documentation (e.g., canvassing logs) Number of households engaged through canvassing Project documentation (e.g., canvassing logs) Number of youth cohort-led focus groups (by language) Project documentation (e.g., focus group minutes) Number of stakeholders invited to each youth cohort- led focus group Project documentation (e.g., mailing lists) Number of stakeholders engaged at each youth cohort-led focus group Project documentation (e.g., sign in sheets) Number of youth cohort-led input session (by language) Project documentation (e.g., session minutes) Number of stakeholders invited to each youth cohort- led input session Project documentation (e.g., mailing lists) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 135 Number of stakeholders engaged at each youth cohort-led input session Project documentation (e.g., sign in sheets) Number of stakeholders engaged at the YLI Youth and Adult training session Project documentation (e.g., sign in sheets) Number of Garden Leadership Committee meetings Project documentation (e.g., meeting agendas) Number of additional outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each additional outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each additional outreach activity (by type of activity) Project documentation (e.g., sign in sheets) Number of planting workdays with volunteers Project documentation (e.g., sign in sheets) Number of stakeholders invited to volunteer at planting workdays Project documentation (e.g., mailing list) Number of volunteers engaged at each planting workday Project documentation (e.g., sign in sheets) New farmland (number and size) Project documentation (e.g., site plans) New community garden plots (number and size) Project documentation (e.g., plot membership lists) Produce harvested from farmland by crop type (lbs) Project documentation (e.g., farming records) Produce from farmland given to residents for free by crop type (lbs) Delivery documentation (e.g., receipts) Sales volume of produce by crop type (lbs) Sales records (e.g., receipts) Sales revenue of produce by crop type (dollars) Sales records (e.g., receipts) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 136 Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 137 Specific Indicators for Project #13 – Park at MLK Magnet Core Indicator Data Source Number of outreach activities held to collect community input (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each outreach activity (by type of activity) Project documentation (e.g., sign in sheets) Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) Square feet of new park space added Project documentation (e.g., design plans) Square feet of cool surfaces installed Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 138 Specific Indicators for Project #14 – Inside Out Community Garden Indicator Data Source Number of community meetings conducted (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each community meeting Project documentation (e.g., mailing lists) Number of stakeholders engaged at each community meeting Project documentation (e.g., sign in sheets) New community garden plots (number and size) Project documentation (e.g., plot membership lists) Number of community harvesting events Project documentation (e.g., meeting agenda) Number of stakeholders invited to each community harvesting event Project documentation (e.g., mailing lists) Number of stakeholders engaged at each community harvesting event Project documentation (e.g., sign in sheets) Number of cooking demonstrations Project documentation (e.g., event agendas) Number of stakeholders invited to each cooking demonstration Project documentation (e.g., mailing lists) Number of stakeholders engaged at each cooking demonstration Project documentation (e.g., sign in sheets) Number of additional outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each additional outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each additional outreach activity (by type of activity) Project documentation (e.g., sign in sheets) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 139 (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 140 Specific Indicators for Project #15 – Southwest Fresno Community Food Hub: Community Orchard Indicator Data Source Number of community involvement activities conducted (by type of activity and by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each community activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged at each community activity (by type of activity) Project documentation (e.g., sign in sheets) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 141 Specific Indicators for Project #16 – Southwest Fresno Community Food Hub: Urban Heat Island Mitigation Indicator Data Source Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) Square feet of new park space added Project documentation (e.g., design plans) Square feet of cool surfaces installed Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 142 Specific Indicators for Project #17 – Southwest Community Food Hub: Edible Food Rescue and Distribution Indicator Data Source Equipment purchased for TCC site (by type) Project documentation (e.g., procurement records) Equipment purchased for offsite (by type) Project documentation (e.g., procurement records) Number of hunger programs contacted about distributing rescued food Project documentation (e.g., mailing lists) Number of hunger programs committed to distributing rescued food Project documentation (e.g., letters of support) Sales volume of rescued produce by crop type (lbs) Sales records (e.g., receipts) Sales revenue of rescued produce by crop type (dollars) Sales records (e.g., receipts) Sales volume of value-added products by product type (lbs) Sales records (e.g., receipts) Sales revenue of value-added products by product type (dollars) Sales records (e.g., receipts) General Indicators for all Food Waste Prevention and Rescue Program (FWPRP) / Organics Program (OP) Projects Number of new food distribution facilitates in production (by location) Project documentation (e.g., building plans) Number of new food processing facilities in production (by location) Project documentation (e.g., building plans) Number of new organics recycling facilities (by location) Project documentation (e.g., building plans) Number of training events on food waste prevention and rescue Project documentation (e.g., agendas) Number of training events on organics recycling Project documentation (e.g., agendas) Number of businesses trained in food waste prevention/rescue Project documentation (e.g., sign-in sheets) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 143 Number of businesses trained in organics recycling Project documentation (e.g., sign-in sheets) Number of residents trained in food waste of prevention/rescue Project documentation (e.g., sign-in sheets) Number of residents trained in organics recycling Project documentation (e.g., sign-in sheets) Material diverted from landfills (tons)* Delivery documentation (e.g., weight receipts from certified scales, tonnage reports from haulers) or operational logs Source reduction in food waste (tons)* Prevention tracking documentation (e.g., plate waste audit) Edible food rescued and donated (short tons/year)* Delivery documentation (e.g., weight receipts from certified scales, tonnage reports from haulers) Renewable transportation fuel generation (gallons)* Metered data, sales receipts, or operational logs Renewable energy generation (kWh)* Metered data, sales receipts, or operational logs Renewable energy generation (scf)* Metered data, sales receipts, or operational logs Fossil fuel based transportation fuel use reductions (gallons)* Mileage data or fueling receipts for vehicles (by make and model) associated with the pickup and delivery of waste Diverted organic material sent for compositing (short tons/year) Delivery documentation (e.g., weight receipts from certified scales, tonnage reports from haulers) or operational logs Compost produced (short tons/year) Operations data maintained by composting facilities (e.g., sales receipts) Waste digested (tons) Delivery documentation (e.g., weight receipts from certified scales, tonnage reports from haulers) or operational logs Residual material landfilled or used as alternative daily cover Delivery documentation (e.g., weight receipts from certified scales, tonnage reports from haulers) or operational logs Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 144 Specific Indicators for Project #18 – Fresno City College: West Fresno Satellite Campus Indicator Data Source Number of hardscaping elements added that capture rainwater (by element type) Project documentation (e.g., design plans) Number of additional hardscaped amenities added (by type) Project documentation (e.g., design plans) Square feet of new park space added Project documentation (e.g., design plans) Square feet of cool surfaces installed Project documentation (e.g., design plans) General Indicators for all Urban Greening (UG) and Urban Community Forestry (UCF) Projects Trees planted [#, species, location]* Project documentation (e.g. landscaping invoices) Square feet of other vegetation planted Project documentation (e.g. design plans) Square feet of permeable surfaces added Project documentation (e.g. design plans) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of residents trained on tree/vegetation maintenance Project documentation (e.g. training records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 145 Specific Indicators for Non-CCI Project #19 – Chinatown Business Improvement District (PBID) Indicator Data Source Number of businesses enrolled in PBID Project documentation (e.g., membership records) Dues collected from businesses enrolled in PBID (dollars) Financial documentation (e.g., dues logs) Investments in district improvements by improvement type (dollars) Expenditure documentation (e.g., receipts) Subtask: PBID Feasibility Number of outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting minutes) Number of stakeholders invited to or reached by each outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged by each outreach activity (by type of activity) Project documentation (e.g., sign in sheets) Subtask: PBID Formation Number of outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting minutes) Number of stakeholders invited to or reached by each outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged by each outreach activity (by type of activity) Project documentation (e.g., sign in sheets) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 146 Specific Indicators for Non-CCI Project #20 – EOC Partnership for Energy Savings and GHG Reductions in SW Fresno: EFMP Plus-Up Vehicle Replacement and Incentives Indicator Data Source Number of households referred to Valley CAN Project documentation (e.g., referral forms) Number of incentives distributed (by incentive type and amount) Project documentation (e.g., application records) Number of vehicles purchased (by vehicle make, model, and year) Project documentation (e.g., application records) Number of alternative transportation mobility options secured (by mobility option type) Project documentation (e.g., application records) Number of vehicles retired (by vehicle make, model, and year) Project documentation (e.g., retirement records) Number and location of electric vehicle charging outlets installed by level of service Project documentation (e.g., installation invoices) Number and location of electrical panel upgrades Project documentation (e.g., installation invoices) Number of enrollments in the PG&E Clean Fuel Rebate Program Project documentation (e.g., enrollment records) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 147 Specific Indicators for Non-CCI Project #21 – TCC Connector Indicator Data Source Number of electric vehicles added to public transit fleet Project documentation (e.g., procurement records) Number of electric vehicle charging stations installed Project documentation (e.g., construction permits) Number of additional departures times by route and by stop Project documentation (e.g., service schedules) Additional electric bus VMT Project documentation (e.g., fleet mileage reports) Additional revenue miles Transit agency data on bus service Additional revenue hours Transit agency data on bus service Average number of unlinked trips per day by each route within the TCC boundary area Transit agency data on passenger boardings Estimated number of unlinked trips per day by each stop within the TCC boundary area Transit agency data on passenger boardings Estimated annual passenger miles traveled (PMT) by each route within the TCC boundary area Transit agency data on passenger boardings Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 148 Specific Indicators for Non-CCI Project #22 – Southwest Offsite Improvements Indicator Data Source Linear feet and location of bike lanes by class Project documentation (e.g., design plans) Linear feet and location of completed pedestrian pathways Project documentation (e.g., design plans) Number of hardscaped amenities added along sidewalks (by type) Project documentation (e.g., design plants) Number of hardscaped amenities added along bike lanes (by type) Project documentation (e.g., design plants) Number of water utility improvements (by type) Project documentation (e.g., design plants) Trees planted1 Project documentation2 (e.g. landscaping invoices) Square feet of other vegetation planted3 Project documentation (e.g. design plans) Square feet of permeable surfaces added4 Project documentation (e.g. design plans) Number of additional roadway improvements (by type) Project documentation (e.g., design plants) Number of training activities related to tree/vegetation maintenance Project documentation (e.g. training records) Number of stakeholders trained on tree/vegetation maintenance Project documentation (e.g. training records) 1 Not including trees that may be planted through Urban Community Forestry or Urban Greening projects. 2 Including locations of trees (X,Y coordinates) and whether the tree shades a building or not (yes/no). 3 Not including vegetation planted through Urban Community Forestry or Urban Greening projects. 4 Not including other permeable surfaces added through Urban Community Forestry or Urban Greening projects. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 149 Specific Indicators for the Community Engagement Plan (CEP) Indicator Data Source Specific Indicators for the Community Engagement Plan will be developed after the plan is finalized during the first quarter of the grant term. General Indicators for the Community Engagement Plan (CEP) for a Specific Project and overarching TCC Project Area Number of community engagement events held [by language] (e.g. flyers in different language, photos) Number of stakeholders engaged at each event Project documentation (e.g., sign in sheets) Number of stakeholders engaged through the site’s social media outreach Project documentation (e.g., social media followers) Number of materials distributed to stakeholders (by language) Project documentation (e.g., mailing lists) Total number of people directly served by TCC projects Project documentation (e.g., project level registration lists) Total number of volunteers who participated in project implementation Project documentation (e.g., volunteer sign-in sheets) Total number of people who provided commentary or input on the project Project documentation (e.g., meeting minutes, written comments, etc.) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 150 Specific Indicators for CEP Subplan – Southwest Green Trails Project Indicator Data Source Subtask: Outreach to Stakeholders Number of stakeholder meetings conducted (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each meeting Project documentation (e.g., mailing list) Number of stakeholders engaged at each meeting Project documentation (e.g., sign in sheets) Subtask: Tactical Urbanism Number of tactical urbanism events (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each tactical urbanism event Project documentation (e.g., mailing list) Number of stakeholders engaged at each tactical urbanism event Project documentation (e.g., sign in sheets) Number of tactical urbanism installations (by type) Project documentation (e.g., design plans) Subtask: Community Meeting Number of community meetings (by language) Project documentation (e.g., meeting agendas) Number of stakeholders invited to each community meeting Project documentation (e.g., mailing list) Number of stakeholders engaged at each community meeting Project documentation (e.g., sign in sheets) Subtask: Bicycle Education Workshops Number of bicycle education workshops (by language) Project documentation (e.g., workshop agendas) Number of stakeholders invited to each bicycle education workshop Project documentation (e.g., mailing list) Number of stakeholders engaged at each bicycle education workshop Project documentation (e.g., sign in sheets) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 151 Subtask: Bike to School Day Number of Bike to School Day events Project documentation (e.g., event fliers) Number of stakeholders invited to each Bike to School Day events Project documentation (e.g., mailing list) Number of stakeholders engaged at each Bike to School Day events Project documentation (e.g., bike count) Number of PSA TV campaigns developed Project documentation (e.g., bike count) Number of times each PSA TV campaign is aired Project documentation (e.g., bike count) Number of additional outreach activities conducted (by type of activity and by language) Project documentation (e.g., meeting minutes) Number of stakeholders invited to or reached by each additional outreach activity (by type of activity) Project documentation (e.g., mailing list) Number of stakeholders engaged by each additional outreach activity (by type of activity) Project documentation (e.g., sign in sheets) General Indicators for the Community Engagement Plan (CEP) for a Specific Project and overarching TCC Project Area Number of community engagement events held [by language] ( e.g. flyers in different language, photos) Number of stakeholders engaged at each event Project documentation (e.g., sign in sheets) Number of stakeholders engaged through the site’s social media outreach Project documentation (e.g., social media followers) Number of materials distributed to stakeholders (by language) Project documentation (e.g., mailing lists) Total number of people directly served by TCC projects Project documentation (e.g., project level registration lists) Total number of volunteers who participated in project implementation Project documentation (e.g., volunteer sign-in sheets) Total number of people who provided commentary or input on the project Project documentation (e.g., meeting minutes, written comments, etc.) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 152 Specific Indicators for the Displacement Avoidance Plan (DAP) Indicator Data Source Specific Indicators for the Displacement Avoidance Plan will be developed after the plan is finalized during the first quarter of the grant term. General Indicators for Displacement Avoidance Plan (DAP) Number of affordable units built under density bonus agreements Project documentation (e.g., agreement paperwork) Number of market rate units built under density bonus agreements Project documentation (e.g., agreement paperwork) Number of affordable units built under reduced development impact fees Project documentation (e.g., fee waivers) Number of market rate units built under reduced development impact fees Project documentation (e.g., fee waivers) Number of workshops to inform residents about affordable housing opportunities Project documentation (e.g., agendas) Number of residents engaged at workshops about affordable housing opportunities Project documentation (e.g., sign-in sheets) Number of tenant’s rights education classes held Project documentation (e.g., agendas) Number of residents participating in tenant’s rights education classes Project documentation (e.g., sign-in sheets) Number of foreclosure prevention events for homeowners and owners of multi-unit dwellings (MUDs) Project documentation (e.g., agendas) Number of homeowners and MUD owners who attend/participate in foreclosure prevention workshops Project documentation (e.g., sign-in sheets) Number of site visits conducted to assess the health and needs of businesses Project documentation (e.g., assessments) Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 153 Specific Indicators for the Workforce Development Plan (WDP) Indicator Data Source Specific Indicators for the Workforce Development Plan will be developed after the plan is finalized during the first quarter of the grant term. General Indicators for the Workforce Development Plan (WDP) for a Specific Project and overarching TCC Project Area Job Training and High-Quality Employment Employment Activities Number of jobs supported with TCC project funds, disaggregated by job quality and access metrics 5 Project documentation (e.g., budgets, subcontractor invoices, payroll systems, certified payroll reports) Number of implemented Community Benefits Agreements (CBA) / labor agreements / community workforce provisions that focus on high-quality employment Project documentation (e.g., agreement records) Job Training Activities Number of job training opportunities instituted with partner employers Project documentation (e.g., memorandums of understanding) Number of resource events around training opportunities Project documentation (e.g., agendas) Number of individuals engaged at resource events around job training opportunities Project documentation (e.g., sign-in sheets) Number of individuals who apply for job training opportunities Project documentation (e.g., job training applications) Number of individuals enrolled in job training opportunities Project documentation (e.g., enrollment paperwork) Number of trainees that completed job training, disaggregated by training quality and access metrics 6 Project documentation (e.g., training records) Job Placement Activities Number of job placement arrangements instituted with partner employers Project documentation (e.g., memorandums of understanding) 5 Final list of job quality and access metrics will be provided by UCLA / UCB in a supplemental form. 6 Final list of training quality and access metrics will be provided by UCLA / UCB in a supplemental form. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 154 Number of resource events around job placement opportunities Project documentation (e.g., agendas) Number of individuals engaged at resource events around job placement opportunities Project documentation (e.g., sign-in sheets) Number of individuals who apply for job placement opportunities Project documentation (e.g., job placement applications) Number of job placement participants placed in employment Project documentation (e.g., placement records) Strategic Growth Council-Transformative Climate Communities Program Implementation Grant-Round 1 City of Fresno Grant Number: SGC18119 Attachment E-5: Authorized Signatory Template AUTHORIZED SIGNATORY FORM I hereby verify that I am an authorized Grantee representative and signatory and as such can sign and/or delegate authorization to sign and bind the Grantee as it relates to the above-referenced Grant Agreement and grant related documents. Grantee Authorized Signatory: Name: Delegated Authorized Signatories: 1.Name: Title: C\ f � VV\P<N �6fl., Date: ¥'15')_ I Title: P&;1s11\Nf errs-, MArJM0< Date: ":3/tltr l l Documen ) Authorized to sign: R All Grant Related Documents or □ Grant Agreement D Grant Amendments D Budget Amendments D Reports Invoices Other Title: P(;6ls1"AN"t err� M�Mf::(.2.. Date: �4/n -------,--,--........_ ___ _ Document{s) Aut orized to sign: )( All Grant Related Documents or □ Grant Agreement EXHIBIT E -ATTACHMENTS D Grant Amendments D Budget Amendments Reports Invoices Other Page 155 Strategic Growth Council -Transformative Climate Communities Program Implementation Grant -Round 1 City of Fresno Grant Number: SGC18119 Attachment E-6: Project Representatives Direct all programmatic inquiries to: State Agency: Office of Planning and Research/ Strategic Growth Council Grant Manager: Saharnaz Mirzazad, TCC Grant Manager Address: 1400 Tenth Street Sacramento, CA 95814 Phone: (916) 322-3932 Email: saharnaz. mirzazad@sgc.ca. gov Direct all contracting inquiries to: Contact Officer: Blake A. Deering, Senior Contracts Manager Address: 1400 Tenth Street Sacramento, CA 95814 Phone: (916) 322-3714 Email: blake.deering@sgc.ca.gov EXHIBIT E -ATTACHMENTS Grantee: City of Fresno Grant Manager: Courtney Espinoza , Program Implementation Manager Address: City of Fresno Attn: City Manager, Transform Fresno 2600 Fresno Street, Executive Offices Fresno, CA 93721 Phone: 559-621-7799 Email: transformfresno@fresno.gov Contract Officer: Courtney Espinoza, Program Implementation Manager Address: City Manager's Office, Transform Fresno2600 Fresno Street, Executive Officers Fresno, CA 93721 Phone: (559) 621-7913 Email: courtney.espinoza@fresno.gov Page 156 Strategic Growth Council -Transformative Climate Communities Program Implementation Grant -Round 1City of Fresno Grant Number: SGC18119 Direct all financial inquiries to: Finance Contact: Susan McAuliffe, Business Services Officer Address: 1400 Tenth Street Sacramento, CA 95814 Phone: (916) 445-9712 Email: susan.mcauliffe@oQr.ca.gov Direct all administrative inquiries to: Administrative Contact: Kevin Peth, Senior Administrator Address: 1400 Tenth Street Sacramento, CA 95814 Phone: (916) 324-6665 Email: kevin.12eth(cusgc.ca.gov EXHIBIT E-ATTACHMENTS Finance Contact: Fabiola Lopez, Senior Management Analyst Address: City of Fresno, Public Works Department 2600 Fresno Street Fresno, CA 93721 Phone: (559)621-8699 Email: fabiola.lopex@fresno.gov Administrative Contact: Courtney Espinoza, Program Implementation Manager Address: City Manager's Office, Transform Fresno 2600 Fresno Street, Executive Officers Fresno, CA 93721 Phone: (559) 621-7913 Email: courtney.espinoza@fresno.gov Page 157 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 158 Attachment E-7: Payee Data Record STD 204 Form This page was intentionally left blank. See the following page(s). STATE OF CALIFORNIA-DEPARTMENT OF FINANCE PAYEE DATA RECORD (Required when receiving payment from the State of California in lieu of IRS W-9) STD. 204 (Rev. 6-2003) � � � PAYEE ENTITY TYPE CHECK ONE BOX ONLY � PAYEE RESIDENCY STATUS � � INSTRUCTIONS: Complete all information on this form. Sign, date, and return to the State agency (department/office) address shown at the bottom of this page. Prompt return of this fully completed form will prevent delays when processing payments. Information provided in this form will be used by State agencies to prepare Information Returns (1099). See reverse side for more information and Privacy Statement. NOTE: Governmental entities, federal, State, and local (including school districts), are not required to submit this form. PAYEE'S LEGAL BUSINESS NAME (Type or Print) City of Fresno SOLE PROPRIETOR -ENTER NAME AS SHOWN ON SSN (Last, First, M.I.) I E-MAIL ADDRESS www.fresno.govMAILING ADDRESS BUSINESS ADDRESS 2600 Fresno Street 2600 Fresno Street CITY, STATE, ZIP CODE CITY, STATE, ZIP CODE Fresno, CA 93721 Fresno, CA 93 721 ENTER FEDERAL EMPLOYER IDENTIFICATION NUMBER (FEIN): l914l-l6lol01°13l3lsl NOTE: D Payment will not PARTNERSHIP CORPORATION: be processed □ MEDICAL (e.g., dentistry, psychotherapy, chiropractic, etc.) without an D ESTATE OR TRUST □ LEGAL (e.g., attorney services) accompanying □EXEMPT (nonprofit) taxpayer 1.0. number. � ALL OTHERS D INDIVIDUAL OR SOLE PROPRIETOR I I I 1-1 I 1-1 I I I I ENTER SOCIAL SECURITY NUMBER: (SSN required by authority of California Revenue and Tax Code Section 18646) [Z] California resident -Qualified to do business in California or maintains a permanent place of business in California. D California nonresident {see reverse side) -Payments to nonresidents for services may be subject to State income tax withholding. □No services performed in California.□Copy of Franchise Tax Board waiver of State withholding attached. I hereby certify under penalty of perjury that the information provided on this document is true and correct. Should my residency status change, I will promptly notify the State agency below. AUTHORIZED PAYEE REPRESENTATIVE'S NAME (Type or Print) Michael Lima I /I DATE SIGNATURE!/! ui/m/ /I ffeA! 02/28/2019 Please r,rurn-completed fortn tci: / Department/Office: Office of Planning and Research Unit/Section: Strategic Growth Council Mailing Address: P.O. Box 3044 City/State/Zip: Sacramento, CA 95814-3044 Telephone: ((916) 322-3714 E-mail Address: Contracts@sgc.ca.gov Fax:{_) I TITLE Finance Director/Controller I TELEPHONE ((559))621-7001 State of California Financial rnformation System for California (Fl$Cal) GOVERNMENT AGENCY TAXPAYER ID FORM 2000 Evergre�n �tree�. Suite 2,15 Sacramento. CA 95815 www.fiscaf.ca.goy 1�855-,34.7-225� , ·qt lnformc;,tion · System for Coli(ornic The principal purpose of the information provided is to establish the unique identification of the government entity. Instructions: You may submit one form for the principal government agency and all subsidiaries sharing the same TIN. Subsidiaries with a different TIN must submit a separate form. Fields bordered in red are required. Hover over fields to view help information. Please print the form to sign prior to submittal. You may email the form to: vendors@fiscal.ca.gov, or fax it to (916) 576-5200, or mail it to the address above. Principal I City of Fresno Government ___________________________________ _, Agency Name Remit-To j 2600 Fresno Street Address (Street or PO Box) City I Fresno Government Type: [Z] City D Special District D Other (Specify) D County D Federal State I CA Zip Code+4 I 93721 Federal j 94-6000338 Employer Identification Number (FEIN) List other subsidiary Departments, Divisions or Units under your principal agency's jurisdiction who share the same FEIN and receives payment from the State of California. DepUDivision/Unit Name DepUDivision/Unit Name DepUDivision/Unit Name DepUDivision/Unit Name Contact Person Phone number Signature I Fresno Fire □epar!ment Complete 911 A Street Address Fresno, CA 93721 I Fresno �oloce □epamnent Complete 2313 Mariposa Mall Address Fresno, CA 93721 Complete 2223 "G" street Address Fresno, CA 93706 Complete 4995 E chnton Way Address Fresno, CA 93727 j Michael Lima Title I Finance Director/City Controller I 559-621-7001 ± 7-m�il address I Michael.Lima@fresno.gov Date I 917/18 Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 161 Attachment E-8: Contractor Certification Clauses This page was intentionally left blank. See the following page(s). Attachment E-8 Contractor Certification Clauses 4.17 -Grants CERTIFICATION I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective Grantee to the clause(s) listed below. This certification is made under the laws of the State of California. I Grantee/Bidder Firm Name (Printed) ul 1' D� ft'<e$NO Printed Name ana Title of e on Signing W l 1-M� QlkPcN -�c.,,,�€12. Date Executed I Executed in the County of ff2e5NO GRANTEE CERTIFICATION CLAUSES Federal ID Number °14--(Jl)0033B 1.STATEMENT OF COMPLIANCE: Grantee has, unless exempted, complied with the nondiscrimination program requirements. (Gov. Code§ 12990 (a-f) and CCR, Title 2, Section 11102) (Not applicable to public entities.) 2.DRUG-FREE WORKPLACE REQUIREMENTS: Grantee will comply with the requirements of the Drug-Free Workplace Act of 1990 and will provide a drug-free workplace by taking the following actions: a.Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations. b.Establish a Drug-Free Awareness Program to inform employees about: 1)the dangers of drug abuse in the workplace; 2)the person's or organization's policy of maintaining a drug-free workplace; 3)any available counseling, rehabilitation and employee assistance programs; and, 4)penalties that may be imposed upon employees for drug abuse violations. c.Every employee who works on the proposed Agreement will: l)receive a copy of the company's drug-free workplace policy statement; and, 2)agree to abide by the terms of the company's statement as a condition of employment on the Agreement. Failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both and Grantee may be ineligible for award of any future State agreements if the department determines that any of the following has occurred: the Grantee has made false certification, or violated the Attachment E-8 Contractor Certification Clauses 4.17 – Grants certification by failing to carry out the requirements as noted above. (Gov. Code §8350 et seq.) 3. NATIONAL LABOR RELATIONS BOARD CERTIFICATION: Grantee certifies that no more than one (1) final unappealable finding of contempt of court by a Federal court has been issued against Grantee within the immediately preceding two-year period because of Grantee's failure to comply with an order of a Federal court, which orders Grantee to comply with an order of the National Labor Relations Board. (Pub. Contract Code §10296) (Not applicable to public entities.) 4. GRANTS FOR LEGAL SERVICES $50,000 OR MORE- PRO BONO REQUIREMENT: Grantee hereby certifies that Grantee will comply with the requirements of Section 6072 of the Business and Professions Code, effective January 1, 2003. Grantee agrees to make a good faith effort to provide a minimum number of hours of pro bono legal services during each year of the grant equal to the lessor of 30 multiplied by the number of full time attorneys in the firm’s offices in the State, with the number of hours prorated on an actual day basis for any grant period of less than a full year or 10% of its grant with the State. Failure to make a good faith effort may be cause for non-renewal of a state grant for legal services, and may be taken into account when determining the award of future grants with the State for legal services. 5. EXPATRIATE CORPORATIONS: Grantee hereby declares that it is not an expatriate corporation or subsidiary of an expatriate corporation within the meaning of Public Contract Code Section 10286 and 10286.1, and is eligible to enter into a grant agreement with the State of California. 6. SWEATFREE CODE OF CONDUCT: a. All Grantees contracting for the procurement or laundering of apparel, garments or corresponding accessories, or the procurement of equipment, materials, or supplies, other than procurement related to a public works contract, declare under penalty of perjury that no apparel, garments or corresponding accessories, equipment, materials, or supplies furnished to the state pursuant to the grant have been laundered or produced in whole or in part by sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of child labor or exploitation of children in sweatshop labor, or with the benefit of sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of child labor or exploitation of children in sweatshop labor. The Grantee further declares under penalty of perjury that they adhere to the Sweatfree Code of Conduct as set forth on the California Department of Industrial Relations website located at www.dir.ca.gov, and Public Contract Code Section 6108. b. The Grantee agrees to cooperate fully in providing reasonable access to the Grantee’s records, documents, agents or employees, or premises if reasonably required by authorized officials of the contracting agency, the Department of Industrial Relations, or Attachment E-8 Contractor Certification Clauses 4.17 – Grants the Department of Justice to determine the Grantee’s compliance with the requirements under paragraph (a). 7. DOMESTIC PARTNERS: For grants of $100,000 or more, Grantee certifies that Grantee is in compliance with Public Contract Code section 10295.3. 8. GENDER IDENTITY: For grants of $100,000 or more, Grantee certifies that Grantee is in compliance with Public Contract Code section 10295.35. DOING BUSINESS WITH THE STATE OF CALIFORNIA The following laws apply to persons or entities doing business with the State of California. 1. CONFLICT OF INTEREST: Grantee needs to be aware of the following provisions regarding current or former state employees. If Grantee has any questions on the status of any person rendering services or involved with the Agreement, the awarding agency must be contacted immediately for clarification. Current State Employees (Pub. Contract Code §10410): 1). No officer or employee shall engage in any employment, activity or enterprise from which the officer or employee receives compensation or has a financial interest and which is sponsored or funded by any state agency, unless the employment, activity or enterprise is required as a condition of regular state employment. 2). No officer or employee shall contract on his or her own behalf as an independent contractor with any state agency to provide goods or services. Former State Employees (Pub. Contract Code §10411): 1). For the two-year period from the date he or she left state employment, no former state officer or employee may enter into a grant in which he or she engaged in any of the negotiations, transactions, planning, arrangements or any part of the decision-making process relevant to the grant while employed in any capacity by any state agency. 2). For the twelve-month period from the date he or she left state employment, no former state officer or employee may enter into a grant with any state agency if he or she was employed by that state agency in a policy-making position in the same general subject area as the proposed grant within the 12-month period prior to his or her leaving state service. If Grantee violates any provisions of above paragraphs, such action by Grantee shall render this Agreement void. (Pub. Contract Code §10420) Members of boards and commissions are exempt from this section if they do not receive payment other than payment of each meeting of the board or commission, payment for preparatory time and payment for per diem. (Pub. Contract Code §10430 (e)) Attachment E-8 Contractor Certification Clauses 4.17 – Grants 2. LABOR CODE/WORKERS' COMPENSATION: Grantee needs to be aware of the provisions which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions, and Grantee affirms to comply with such provisions before commencing the performance of the work of this Agreement. (Labor Code Section 3700) 3. AMERICANS WITH DISABILITIES ACT: Grantee assures the State that it complies with the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.) 4. GRANTEE NAME CHANGE: An amendment is required to change the Grantee's name as listed on this Agreement. Upon receipt of legal documentation of the name change the State will process the amendment. Payment of invoices presented with a new name cannot be paid prior to approval of said amendment. 5. CORPORATE QUALIFICATIONS TO DO BUSINESS IN CALIFORNIA: a. When agreements are to be performed in the state by corporations, the contracting agencies will be verifying that the Grantee is currently qualified to do business in California in order to ensure that all obligations due to the state are fulfilled. b. "Doing business" is defined in R&TC Section 23101 as actively engaging in any transaction for the purpose of financial or pecuniary gain or profit. Although there are some statutory exceptions to taxation, rarely will a corporate grantee performing within the state not be subject to the franchise tax. c. Both domestic and foreign corporations (those incorporated outside of California) must be in good standing in order to be qualified to do business in California. Agencies will determine whether a corporation is in good standing by calling the Office of the Secretary of State. 6. RESOLUTION: A county, city, district, or other local public body must provide the State with a copy of a resolution, order, motion, or ordinance of the local governing body which by law has authority to enter into an agreement, authorizing execution of the agreement. 7. AIR OR WATER POLLUTION VIOLATION: Under the State laws, the Grantee shall not be: (1) in violation of any order or resolution not subject to review promulgated by the State Air Resources Board or an air pollution control district; (2) subject to cease and desist order not subject to review issued pursuant to Section 13301 of the Water Code for violation of waste discharge requirements or discharge prohibitions; or (3) finally determined to be in violation of provisions of federal law relating to air or water pollution. 8. PAYEE DATA RECORD FORM STD. 204: This form must be completed by all grantees that are not another state agency or other governmental entity. Strategic Growth Council – Transformative Climate Communities Program Implementation Grant – Round 1 City of Fresno Grant Number: SGC18119 EXHIBIT E - ATTACHMENTS Page 166 Attachment E-9: Memorandum of Understanding This page was intentionally left blank. See the following page(s). WHEREAS, in furtherance of that application, the City and Partners desire to enter into this MOU. NOW, THEREFORE, in consideration of the promises set forth herein, the receipt and sufficiency of which is hereby acknowledged, the undersigned parties, as participants in the State of California's TCC Program administered through the Strategic Growth Council, hereby agree to the following terms and responsibilities for administration of the Grant Program as follows: 1.INCORPORATION OF RECITALS.The parties hereby affirm and incorporate by reference into this MOU the Recitals set forth above. 2.DEFINITIONS. a. 11 City" shall mean the City of Fresno, its employees, agents, or other designees assigned by the City Manager or the Fresno City Council. For the purpose of the TCC Program, the City is the lead applicant and the grantee. b. 11 Grant Term" shall mean a period of five years beginning from the date of execution of a Grant Agreement between the City and the Strategic Growth Council as well as for the term of any required reporting period of up to five additional years. c. 11 Partner' shall mean all entities legally incorporated in the State of California that act together with the City for the purpose of supporting the implementation of the Project. d."Project" shall mean the development, venture, undertaking, task or work that Partner is to complete as generally described in the Master Grant Agreement entered into by the City of Fresno and the Strategic Growth Council. Partner shall complete the project substantially in the form and manner presented herein. e."Stakeholder' shall mean all members of the community with an interest in the successful implementation of the TCC program participating in the application, submission and implementation of TCC grant funds, including but not limited to the Implementation Committee, Outreach and Oversight Committee, and the Community Engagement Collaborative. f.Except as otherwise defined herein, all capitalized terms shall be as defined in the TCC Program Guidelines. 3.TERM. The term of this MOU shall extend for the entirety of the Grant Term. This MOU shall remain in effect until all rights, duties and responsibilities of the parties are exhausted, except those provisions, by which the express terms or nature and context are intended to survive termination or expiration of this MOU. 2 4.COLLABORATIVE STAKEHOLDER STRUCTURE. a.Structure. The Collaborative Stakeholder Structure (CSS) will facilitate Stakeholder participation in the implementation of the TCC Proposal and includes the Lead Applicant, Partners, Outreach & Oversight Committee and local Fresno community stakeholders. The roles and responsibilities of each of these parties are described below and shown in Exhibit A b.City of Fresno as the Lead Applicant is tasked with the responsibility of implementing the Grant Agreement with the Strategic Growth Council which includes compiling and submitting all invoices and reporting documents; monitoring transformative requirements, implementing the transformative plans which include community engagement, workforce development and displacement avoidance; serving as the primary fiscal agent; ensuring a fair, transparent, accountable, and participatory implementation process; and ensuring continuation of the public participation process structure of the CSS, including public meetings, public website, channels for receiving public comment via email, phone and in person. c.Partners. Partners shall be responsible for implementation of the transformative requirements and Project delivery, as well as evaluation and reporting for individual Projects. i.Ensure delivery of Projects in accordance with Program Guidelines and Grant Agreement. ii.Monitoring Transformative Requirements and indicator tracking and reporting. iii.Providing Project-related information and data to the Third Party Evaluator to identify additional indicators for tracking and monitoring based on selected Project types. d.Outreach and Oversight Committee. The Outreach and Oversight Committee is an advisory committee that shal l be a resource for community collaboration and feedback, provide overall guidance on implementation and the transformative plans, and material changes to the Projects including major budget or programmatic changes. i.The Outreach and Oversight Committee is made up of sixteen Committee Members (Members) represented by four members from Chinatown, four members from Downtown and eight members from Southwest Fresno. ii.Current and replenishment Members are req·uired to live, work, or own property in the Transform Fresno Community area as depicted in Exhibit B; cannot be a Partner; and must have held eligible voter status on the former Community Steering Committee,. Members will be required to disclose 3 any financial interests in Projects or Partner agencies through a conflict of interest disclosure substantially similar to the form set forth in Exhibit D. Member vacancies will be filled through nominations submitted to the Outreach & Oversight Committee via a publicly advertised processed including but not limited to posting on the dedicated publically accessible website, flyers at community events and through communications efforts by the Outreach & Oversight Committee Members. Nominations will be reviewed for community leadership with preference given to Community Area residents, Community based groups, religious institutions, advocates, business owners, and community development corporations. Nominations will be voted on by existing Members based on a majority vote and appointments will be confirmed by the Mayor. The Mayor shall also appoint a Chair who will be responsible for facilitating the Committee meetings. iii.Members will serve a two year term but are eligible for reelection in accordance with the nomination and appointment process. 5.COMMUNITY OUTREACH. The Lead Applicant shall be responsible for organizing all committee meetings in coordination with the Outreach & Oversight Committee Members and Partners and according to the Community Engagement Plan of the Transform Fresno project. a.Communication i.The Lead Applicant shall maintain a publicly accessible website with regular updates and information about both the overall grant program and all individual projects. The website shall include a section which provides the public opportunity to submit feedback or request information through an online contact form. All requests received by the Lead Applicant via the website online contact form will be responded to within 48 hours. il. The Lead Applicant shall maintain a dedicated phone. number and email address. All requests received via the phone number and email address will be responded to within 48 hours. iii.The Lead Applicant will establish a list of media outlets and contacts, and public places in consultation with the Outreach& Oversight Committee for distribution of materials and information for the public. b.Meetings: 4 6. L Outreach & Oversight Committee Meetings: The Outreach & Oversight Committee shall set its meeting schedule to include open sessions on a quarterly basis that will be open to the public, held in ADA accessible locations in the project area and at times which are convenient to the public. Members of the Outreach & Oversight Committee and Partners will facilitate and are required to attend all quarterly meetings. The Quarterly meetings are a forum for community members and Stakeholders to receive verbal and written progress reports on implementation, project updates, and discuss questions, concerns, suggestions and comments about the TCC program. ii.Input from community members received in writing at the Quarterly meeting will be evaluated through the Outreach & Oversight Committee and reported back via the monthly newsletter and publically accessible website. iii.The Lead Applicant shall post agendas and meeting information on its publicly accessible website at least seventy-two hours before the convening of any public meeting and provide paper copies for attendees. Distributed materials for the Transform Fresno process are available upon request in paper format. iv.Meeting minutes for quarterly meetings shall be made accessible for public review within 10 business days of meeting date. v.Videos of each quarterly meeting shall be recorded and posted on the publicly accessible website within 1 O business days of meeting date. vi.Sign in sheets will be created for all quarterly meetings and made accessible for public review within 10 business days of meeting date. vii.Services of an interpreter and additional accommodations such as assistive listening devices can be made available for public meetings. Requests for accommodations should be made more than five working days but no later than 48 hours prior to the scheduled meeting/event by contacting the Lead Applicant. TRANSPARENT DECISION-MAKING PROCESS AND PROCESS FOR INVOLVING COMMUNITY REPRESENTATIVES IN DECISION MAKING. a.The Outreach & Oversight Committee shall collaborate and facilitate community input, including specified community groups during the administration of the Grant Program. The community 5 shall have a permanent and ongoing opportunity to provide feedback to the Outreach & Oversight Committee. The Outreach & Oversight Committee will provide · overall guidance on implementation and the transformative plans but specifically on material changes to the Projects including material budget or programmatic changes. The Lead Applicant and all impacted Partners must consider in good faith the recommendations from the Outreach & Oversight Committee. It is the goal, but not a requirement, of the process to have the majority of recommendations or advisory statements to be supported by the majority of the Outreach & Oversight Committee members. 7.ADHERENCE TO REQUIREMENTS: a.Changes, additions, alterations and all other material changes to the Collaborative Stakeholder Structure , Transform Fresno Project, and TCC Funding activities such as the Transformative Plans will be processed in accordance with the terms of the TCC Program Guidelines and Master Grant Agreement. 8.DISPUTE RESOLUTION a.Disputes which arise out of the implementation of the projects will be facilitated by the Lead Applicant in consultation with the Outreach & Oversight Committee. Any material changes resulting from the disputes will be processed in accordance with Section 7 above. 9.LEGAL AND FINANCIAL CONSIDERATIONS. a. Fiscal Agent. The Fiscal Agent shall be the City. The City shall maintain legal, fiscal, and fiduciary responsibilities, including managing grant funds in accordance with State regulations, policies and guidelines. The City is responsible for the development and submission of all reports to the State and additional funding agencies, bookkeeping, accounting, and grant compliance services. The Lead Applicant will enter in a Master Grant Agreement with SGC which details the processes for the aforementioned considerations, the Lead Applicant will enter into Pass-Through agreements with each Partner to pass through necessary requirements from the SGC. 10.NONDISCRIMINATION. To the extent required by controlling federal, state and local law, the Lead Applicant, Partners, and Outreach & Oversight Committee (Parties) shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran 6 or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, the Consultant agrees as follows: a.The Parties will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from parti cipation in, be denied the benefits· of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. b.The Parties will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. The Parties shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to the Parties' employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Parties agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause. 11.COUNTERPARTS. This MOU may be executed in counterparts, each of which when executed and delivered will be deemed an original, and all of which together will constitute one instrument. The execution by any party hereto will not become effective until counterparts hereof have been executed by all parties hereto. [SIGNATURE PAGES TO FOLLOW] IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written. 7 "Partner" EARLY READERS PRESCHOOL By: �1ii?U/ Name: Jim Tate Hill Title: CEO (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By:---------- Name: Title: ----------- ------------(If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: EARLY READERS PRESCHOOL Attention: Jim Tate Hill, CEO 105 E. Meyers Fresno, CA 93706 "Partner'' n or LLC., Board Chair, · e Pres.) Title: Secretary/Treasurer (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: FOOD COMMONS FRESNO COMMUNITY CORPORATION Attention: Warren King, President 202 Van Ness Avenue Fresno, CA 93721 "Partner" Name: Blake Konczal Title: Chief Executive Officer (If corporation or LLC., Board Chair, Pres. or Vice Pres.) Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: FRESNO AREA WORKFORCE INVESTMENT CORPORATION Attention: Blake Konczal Chief Executive Officer 2125 Kern Street, Suite 208 Fresno, CA 93721 Phone: (559) 490-7102 FAX: (559) 490-7199 "Partner" FRESNO ECONOMIC OPP ORTUNITIES COMMISSION By:� Name: Brian Angus Title: Chief Executive Officer (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By:---------- Name: ------------ Title: ___________ _ (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: FRESNO ECONOMIC OPPORTUNITIES COMMISSION Attention: Brian Angus Chief Executive Officer 1920 Mariposa Mall, Suite 300 Fresno, CA 93721 "Partner" FRESNO METRO BLACK CHAMBER By: Na�aaLynn lray Title: Chief Executive Officer (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By:----------- Name: ___________ _ Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: FRESNO METRO BLACK CHAMBER FOUNDATION Attention: Tara Lynn Gray Chief Executive Officer 1444 Fulton Street, Suite 206 Fresno, CA 93721 FRESNO METRO MINISTRY � "Partner" GRID ALTERNATIVES CENTRALL VALLEY Name: Tom Esqueda Title: Executive Director (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Al Galvez Title: Board President (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Jesse Arreguin, Development Officer Partner: GRID ALTERNATIVES VALLEY Attention: Tom Esqueda Executive Director CENTRAL 4140 N. Brawley Avenue, Suite 108 Fresno, CA 93722 "Partner" HOUSING AUTHORITY OF THE CITY OF :� ESNO, C � I� Name: Preston Prince Title: CEO/Executive Director (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By:---------- Name: Title: ___________ _ (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: HOUSING AUTHORITY OF THE CITY OF FRESNO, CALIFORNIA Attention: Preston Prince CEO/Executive Director 1331 Fulton Street Fresno, CA 93721 Phone: (559) 443-8475 "Partner" s� Name: Thomas J. Collishaw Title: President/CEO (If corporation or LLC., Board Chair, Pres. r Vice Pres.) By: ��-------��----I--� Kathryn L. ong-Pence Name: -----icc➔htttiS:tt--f-f-'-F+Min'""ao ...... c ...... ia ..... 1 -=-O-=-=ffi.:;..;.1c_er __ _ Title: ------------(If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: SELF-HELP ENTERPRISES Attention: Thomas J. Collishaw President/CEO P.O. Box 6520 Visalia, CA 93290 "Partner" Name: Christine Miktarian Title: Vice Chancellor, Operations and Information Systems (If corporation or LLC., Board Chair, Pres. or Vice Pres.) Partner: State Center Community College District Attention: Christine Miktarian 1525 East Weldon Fresno, CA 93704 Phone: (559) 244-5900 "Partner'' USG�mia By: __ �-------------- Name: Laura Gromis Title: Executive Director {If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Mayuko Russell Title: Tr:ea&YFer ��tj (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Partner: USGBC-Central California Attention: Laura Gromis Executive Director 2911 E. Barstow Ave, M/S OF 144 Fresno, CA 93740 Exhibit C List of Partners Crosswalk Former Project #Former Project Name New Project #New Project Name Partner Project Type 2 Chinatown Mixed-Use Project at HSR West Entrance (Affordable Housing & Sustainable Communities)1 Chinatown Housing Project Fresno Housing Authority Affordable Housing and Sustainable Communities 12 EOC Partnership for Energy Savings and GHG Reductions in SW Fresno (Low Income Weatherization Program) (Non-CCI)2 EOC Partnership for Energy Savings and GHG Reductions in SW Fresno Fresno Economic Opportunities Commission Low-Income Weatherization 13 GRID Alternatives Solar Renewable Energy Project (Low Income Weatherization Program)3 GRID Solar Collaborative Single-Family Partnership GRID Alternatives Low-Income Weatherization 13 GRID Alternatives Solar Renewable Energy Project (Low Income Weatherization Program)4 GRID Solar Collaborative Multi-Family Partnership GRID Alternatives Low-Income Weatherization 15 Southwest Fresno Trail 5 Southwest Fresno Trail City of Fresno Urban Greening 16 & 27 Chinatown Urban Greening (Urban Greening)6 Chinatown Urban Greening City of Fresno Urban Greening 19 Clean Shared Mobility Network (Low Carbon Transportation)7 Clean Shared Mobility Network Fresno Metro Black Chamber of Commerce Low Carbon Transportation: Car Sharing and Mobility 22 Annadale Mode Shift Project (Active Transportation Program)8 Annadale Mode Shift Self Help Enterprises Active Transportation 28 Mariposa Plaza (Urban Greening)9 Mariposa Plaza City of Fresno Urban Greening 29 Clean Energy Park & Play Urban Greening & Playground (Urban Greening)10 ERP Green Toddler Park Early Readers PreSchool Urban Greening 30 Changing Lives with Trees in SW Fresno (Urban & Community Forestry)11 Southwest Urban Forest Expansion City of Fresno Urban and Community Forestry 31 Yosemite Village Permaculture Community Garden and Urban Farm Incubator (Urban & Community Forestry)12 Yosemite Village Permaculture Community Garden & Urban Farm Incubator Fresno Metro Ministries Urban and Community Forestry 32 Park at MLK Magnet Core (Urban Greening)13 Park at MLK Magnet Core City of Fresno Urban Greening 33 Inside Out Community Garden (Urban & Community Forestry)14 Inside Out Community Garden Fresno Economic Opportunities Commission Urban and Community Forestry 34 Grocery Store, Distribution Center & Community Orchard (Water-Energy) (Urban Greening) (Urban and Community Forestry)15 Southwest Fresno Community Food Hub: Community Orchard Fresno Food Commons Urban and Community Forestry 34 Grocery Store, Distribution Center & Community Orchard (Water-Energy) (Urban Greening) (Urban and Community Forestry)16 Southwest Fresno Community Food Hub: Urban Heat Island Mitigation Fresno Food Commons Urban Greening 34 Grocery Store, Distribution Center & Community Orchard (Water-Energy) (Urban Greening) (Urban and Community Forestry)17 Southwest Fresno Community Food Hub: Edible Food Rescue and Distribution Fresno Food Commons Food Waste Prevention and Rescue 35 Fresno City College - West Fresno Satellite (UGP) (Non-CCI)18 Fresno City College: West Fresno Satellite Campus State Center Community College District Urban Greening 11 Chinatown Property Based Improvement District (Non-CCI)19 Chinatown Property Based Improvement District City of Fresno Leverage Only N/A 20 EOC Partnership for Energy Savings and GHG Reductions in SW Fresno: EFMP Plus-Up Vehicle Replacement and Incentives Fresno Economic Opportunities Commission Leverage Only 23 TCC Connector (Non-CCI)21 TCC Connector City of Fresno Transportation Department Leverage Only 24 MLK Activity Center Street Improvements 22 Southwest Offsite Improvements City of Fresno Leverage Only 35 & 36 West Fresno Advanced Transportation Technology Training & VOICE Gladiator Program WDP Workforce Development Plan City of Fresno, Transformative Plans N/A CEP Community Engagement Plan City of Fresno, USGBC Central California Transformative Plans N/A DAP Displacement Avoidance Plan City of Fresno Transformative Plans