Item Coversheet

Agenda Item 3.4.2

TAMC Logo     
TRANSPORTATION AGENCY FOR MONTEREY COUNTY
Memorandum
To: 

Board of Directors

From:

Debra L. Hale, Executive Director

Meeting Date:

January 23, 2019

Subject:

Request for Qualifications: Grant Preparation Assistance


RECOMMENDED ACTION:

Grant Preparation Consultant Assistance:

  1. APPROVE issuing a Request for Qualifications for consultant grant preparation assistance, subject to Agency counsel review;
  2. AUTHORIZE staff to publish the Request for Qualifications, and return to the Board of Directors with a recommendation for approval of a consultant; and
  3. APPROVE the use of Measure X regional project funds for this contract, in an amount not-to-exceed $150,000.
SUMMARY:
The Agency seeks consultant assistance and expertise to prepare grant applications to provide matching funds for various Measure X and other priority projects.  In the past, such assistance was utilized to secure over $30 million in state competitive funding. 
FINANCIAL IMPACT:
The estimated cost per grant application is $25,000, based on the cost of the consultant work on the successful SB 1 grant of $19 million for the Imjin Parkway improvements.  In some cases, full grant preparation may not be required, such as the greenhouse gas analysis performed by consultants for the successful $10 million Transit Capital grant for the Rail Extension to Salinas project.  Based on this past experience, staff is requesting a not-to-exceed amount of $150,000 over a three-year term.  Work will be directed on a task order basis, within a specific scope of work budget negotiated with the consultant.  The total cost of all task orders may not exceed the $150,000 budget, and will be funded out of Measure X funding specific to the projects in question. 
DISCUSSION:

In November, 2016, over 68% of the voters approved Measure X, the Transportation Safety and Investment Plan, which via a 3/8% sales tax raised over $28 million in the 2017/18 fiscal year.  Forty percent of this funding is dedicated to the delivery of the 10 regional projects or programs, administered by TAMC.  The Agency’s goals and objectives call for an aggressive effort to seek matching funds to leverage this local money with both state and federal funding.

 

This request for qualifications will be used by TAMC to select a consultant or consultant team to prepare or assist in the preparation of grant applications for projects in the Measure X Integrated Funding Plan, and other regional priority projects. 

 

One of TAMC's goals is to maximize the amount of matching grants that are available to priority projects, particularly regional Measure X projects.  As grant opportunities arise, TAMC staff may require expert assistance in preparing these grant applications, since they often require technical analysis, and can take a great deal of time outside of normal work assignments.  Hiring outside consultant assistance can improve the Agency's ability to attract outside funding by providing the expertise and resources needed to prepare grant applications. 

 

Submitting teams will be evaluated based on the following criteria: 

 

1

Project Team Skills: excellent writing ability – able to create a vision, make a case and emphasize the project benefits, technical ability to provide cost/benefit, air quality and other statistical information, demonstrated ability to create a graphically appealing representation of the project, ability to coordinate with the staff and other project team members.

45 points

2

Demonstrated Knowledge and Experience with Grant-Writing: demonstrated familiarity with state and federal grant requirements – such as the SB 1 competitive grants, the Federal Lands Access Program grant, and the federal INFRA grants. Past grant preparation experience, success in securing grant funding. Knowledge of Agency priorities and understanding of project benefits in light of the grant requirements. Favorable relationships with state and/or federal grantee agencies and decision-makers.

45 points

4

References: favorable references from past clients.

5 points

5

Cost: Competitive rates as compared to other bidders

5 points

 

 

The proposed schedule for the contract review and approval is:

 

Notice of Intent to publish Request for Qualifications (RFQ)..........                    January 10, 2019

TAMC Board approval of Release of RFQ.......................................                    January 23, 2019

Release of Request for Qualifications...............................................                    January 28, 2019

Electronic Statements of Qualifications due to TAMC ....................      February 28, 2019 – noon

Review and Ranking of Statements of Qualifications.......................         Week of March 4, 2019

TAMC Board consideration of contract............................................                      March 27, 2019

Contract expiration date ...................................................................                         June 30, 2022

ATTACHMENTS:
Description
Grant Preparation Assistance - Scope of Services