HomeMy WebLinkAboutAgreement_General_12/8/2022_Holtz Consulting U22.02VILLAGE OF TEQUESTA
CONSULTING SERVICES WORK AUTHORIZATION
DATE: 11/1/2022 VILLAGE RFQ. NO.:
WORK AUTHORIZATION HCE U22.02 FOR CONSULTING SERVICES
PROJECT No. G/L CODE:
HOLTZ CONSULTING PROJECT NO.:
PROJECT TITLE: Grant Support Services
This Work Authorization, when executed, shall be incorporated in and shall become an integral
part of the Agreement for Professional Services dated September 10, 2020 between the Village of
Tequesta ("VILLAGE"), and Holtz Consulting Engineers, Inc. ("CONSULTANT") hereafter
referred to as the Agreement.
I. PROJECT DESCRIPTION
The project will include general grant funding assistance including grant identification and analysis,
grant writing and proposal development, and grant compliance assistance.
II. SCOPE OF SERVICES
The following is a description of the services to be provided under this Work Authorization.
TASK 1— GRANT FUNDING ASSISTANCE
CONSULTANT shall perform the grant consulting Scope of Services as described herein on a time
and expense basis. The Scope of Services for various tasks will be determined and authorized by the
VILLAGE on an individual basis. Each assignment provided under this proposal shall be defined,
approved and authorized by the VILLAGE. CONSULTANT shall not conduct work on any
assignment under this proposal without prior authorization from the VILLAGE. CONSULTANT
offers a range of services as described below that may or may not be required based on the discretion
and request of the VILLAGE on an individual work order basis.
Subtask 1.1 Grant Identification and Analysis
CONSULTANT shall research and review current and proposed grant opportunities utilizing several
online subscription services and provide updates to VILLAGE staff regarding upcoming grant
opportunities for their consideration. CONSULTANT will analyze grant requirements and restrictions
WORK AUTHORIZATION NO. HCE-U22.02 I of 8
including matching provisions, reporting requirements, federal or state regulations, and their impact
on existing grants or potential grant opportunities as requested by the VILLAGE.
Subtask 1.2 Grant Writing and Proposal Development
CONSULTANT shall prepare grant applications and supporting documentation as required by each
individual grant opportunity and as requested by the VILLAGE for specific VILLAGE initiatives.
CONSULTANT shall coordinate application development with VILLAGE staff and/or develop the
grant application including as required:
• Development of the description of the proposed project;
• Development of background information regarding the VILLAGE, project, and project
location;
• Justification of project need, goals and drivers;
• Identification of expected project outcomes;
• Identification of project performance measures;
• Identification of expected project deliverables;
• Identification of anticipated project schedule and project schedule milestones;
• Development of proposed project budget and any proposed VILLAGE cost -share, in -kind or
otherwise;
• Development of any other required information as required by the grant application.
In addition to the above grant application and grant writing tasks, CONSULTANT shall meet all
deadlines for grant proposal submission, and assist with any required VILLAGE Council or public
meetings regarding the grant application.
Subtask 1.3 Grant Compliance Assistance
Following grant award, CONSULTANT shall assist the VILLAGE with grant compliance as
requested including:
• Coordinate, prepare and submit all required grant compliance and project status reports;
• Coordinate, prepare and submit required documentation for invoicing of grants;
• Assist with grant file documentation to ensure compliance with grant conditions and assist
with any required individual grant audits as necessary;
• Coordinate and serve as VILLAGE liaison with Federal, State, District, Local Government,
and private foundation funding agencies.
III. DELIVERABLES
1. Grant opportunity matrix for VILLAGE established projects/priorities.
2. Draft and final copies of the grant application. Two paper copies and one PDF digital copy for
each the draft and final report will be submitted.
3. Draft and final copies of grant status reports, reimbursement requests as requested/required.
WORK AUTHORIZATION NO. HCE-U22.02 2 of 8
IV. SCHEDULE
Individual tasks will be scheduled to ensure that all grant applications are thoroughly reviewed by
VILLAGE staff and submitted prior to the grant application due date.
V. COMPENSATION AND PAYMENT
Compensation for work orders shall be on a time and expense basis based upon the hourly rates
included in the Professional Services Agreement. The total compensation shall not exceed $10,000.
Monthly progress payments will be authorized based on actual time and expense incurred by
CONSULTANT and approved by the VILLAGE.
VI. ASSUMPTIONS
To assist in meeting the schedule and budget requirements for development of the grant applications
and/or compliance documentation, VILLAGE will provide the following:
1. Capital Improvement Projects for the VILLAGE, budget information, etc.
2. Attendance of key personnel at grant scoping meetings.
3. Prompt review and comment on deliverables.
4. Assistance with obtaining VILLAGE records as required for grant applications and compliance.
VII. AGREEMENT REFERENCE
The work authorized under this Work Authorization shall be performed under the terms and
conditions described within the Professional Services Agreement dated September 10, 2020, by and
between the Village of Tequesta ("VILLAGE") and Holtz Consulting ("CONSULTANT").
Compensation shall not exceed the hourly rates currently in effect under this Agreement.
HOLTZ CONSULTING, INC.
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Title: Vice President
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WORK AUTHORIZATION NO. HCE-U22.02 3 of 8
PUBLIC RECORDS. In accordance with Sec. 119.0701, Florida Statutes, CONTRACTOR must keep
and maintain this Agreement and any other records associated therewith and that are associated
with the performance of the work described in the Proposal or Bid. Upon request from the
Village's custodian of public records, CONTRACTOR must provide the Village with copies of
requested records, or allow such records to be inspected or copied, within a reasonable time in
accordance with access and cost requirements of Chapter 119, Florida Statutes. A CONTRACTOR
who fails to provide the public records to the Village, or fails to make them available for
inspection or copying, within a reasonable time may be subject to attorney's fees and costs
pursuant to Sec. 119.0701, Florida Statutes, and other penalties under Sec. 119.10, Florida
Statutes. Further, CONTRACTOR shall ensure that any exempt or confidential records associated
with this Agreement or associated with the performance of the work described in the Proposal
or Bid are not disclosed except as authorized by law for the duration of the Agreement term, and
following completion of the Agreement if the CONTRACTOR does not transfer the records to the
Village. Finally, upon completion of the Agreement, CONTRACTOR shall transfer, at no cost to
the Village, all public records in possession of the CONTRACTOR, or keep and maintain public
records required by the Village. If the CONTRACTOR transfers all public records to the Village
upon completion of the Agreement, the CONTRACTOR shall destroy any duplicate public records
that are exempt or confidential and exempt from public records disclosure requirements. If the
CONTRACTOR keeps and maintains public records upon completion of the Agreement, the
CONTRACTOR shall meet all applicable requirements for retaining public records. Records that
are stored electronically must be provided to the VILLAGE, upon request from the Village's
custodian of public records, in a format that is compatible with the Village's information
technology systems.
IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER
119, FLORIDA STATUTES, TO CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT, PLEASE CONTACT THE VILLAGE CLERK, RECORDS
CUSTODIAN FOR THE VILLAGE, AT (561) 768-0440, OR AT
Imcwilliams@teguesta.org, OR AT 345 TEQUESTA DRIVE, TEQUESTA, FLORIDA
33469.
Pursuant to Article XII of the Palm Beach County Charter, the Office of the Inspector General has
jurisdiction to investigate municipal matters, review and audit municipal contracts and other
transactions, and make reports and recommendations to municipal governing bodies based on
such audits, reviews, or investigations. All parties doing business with the Village shall fully
cooperate with the inspector general in the exercise of the inspector general's functions,
authority, and power. The inspector general has the power to take sworn statements, require
the production of records, and to audit, monitor, investigate and inspect the activities of the
Village, as well as contractors and lobbyists of the Village in order to detect, deter, prevent, and
eradicate fraud, waste, mismanagement, misconduct, and abuses.
"The Village of Tequesta strives to be an inclusive environment. As such, it is the Village's policy
to comply with the requirements of Title II of the American with Disabilities Act of 1990 ("ADA")
by ensuring that the Contractor's [ agreement /bid documents and specifications ] are accessible
to individuals with disabilities. To comply with the ADA, the Contractor shall provide a written
statement indicating that all [ agreement /bid documents and specifications], from Contractor,
including files, images, graphics, text, audio, video, and multimedia, shall be provided in a format
that ultimately conforms to the Level AA Success Criteria and Conformance Requirements of the
Web Content Accessibility Guidelines 2.0 (Dec. 11, 2008) ("WCAG 2.0 Level AA"), published by
the World Wide Web Consortium ("WK"), Web Accessibility Initiative ("WAI"), available at
www.w3.org/TR/WCAG/."