HomeMy WebLinkAboutGrant Agreement with GVLT 6.23.2023 DocuSign Envelope ID:7143AO6C-357E-49C6-95D2-C33E5855400D
UU4 EMANHIT
Memorandum
REPORTTO: Jeff Mihelich, City Manager
reg ulli an, City ttorney
FROM: Addi Jadin, Park Planning and Development Manager
SUBJECT: Grant Agreement with Gallatin Valley Land Trust for Funding Toward
Wayfinding Amendment to Agency Landscape and Planning, LLC
Professional Services Agreement
DATE: September 8, 2022
BACKGROUND: As the City and Gallatin Valley Land Trust (GVLT) embarked on the West Side
Connections and Wayfinding Trails, Open Space and Parks (TOP) Bond
Project funded in 2020, the scope of work was modified to reflect the
amount of funding awarded. At the same time, the Active Transportation
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elements of the Parks, Recreation and Active Transportation Plan (PRAT
Plan) were being considered for addition into the desired deliverables from
consultants. GVLT and the City applied for a State of Montana Tourism Grant
and were not awarded funding that would have enabled the inclusion of a
city-wide wayfinding component. Since that time, funds have been identified
in the Engineering budget with a shortfall of approximately $6000. As part of
their commitment to initiating a wayfinding plan with the City, GVLT has
secured funding to contribute to the City-wide effort.
The grant agreement clarifies terms for payment and responsibilities for the
City and GVLT in ensuring the funding is used in accordance with the
intention of the GVLT grant.
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ATTACHMENTS: Attachments:
rant outing heet
Grant Agreement -GVLT Wayfinding.docx
Exhibit A- Bozeman Wayfinding Scope and
Fee
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DocuSign Envelope ID:7143A06C-357E-49C6-95D2-C33E6855400D
BOZ I ' MANMT
City of Bozeman Grant Routing Cover Sheet
This form is used in conjunction with Administrative Order 2014-01, adapting the Grant Application and Reception
Policy. When a Department Director signs grant documents under this provision, they are certifying that they
understand and will carry out the provisions of the grant and its impact on city operations and finances. All the
required boxes must be initialed by the appropriate departments. Use a separate routing sheet for each phase of the
grant process. Utilize assigned grant number for each phase for tracking purposes.
GVLT Wayfinding Grant 2022-05
Grant Document Title: Grant#(Issued by City Clerk):
CFDA it(applies to Federal grants) NA Grant Total: $6000_Grant Match: _�.+ $170K_
Department: Parks and Recreation Grant Project Manager: Addi Jadin,Park Planning and Dev Mgr
Phase of Process: x❑Notice of Intent 1-1 Application Award/Contract
Date Document Signed: 07/07/22
For all grants under 20,000 in Department Finance Office City Manager Original Signed
value. Director Grant Documents
to City Clerk
Does not require approval on os ns Addi to submit
Commission meeting agenda tM 11ncu8ignedby: after routing for
NUC� city Manager and
City Attorney
sstao7Foanoznna... signature
For all grants over$20,000 in Department Finance Office City Manager Original Signed
value. Director Grant Documents
to City Clerk
*Department Director initials
verify notification to City
Commission and City Manager
within 30 days of grant
application.
REQUIRES City Commission
Approval
DATE of COMMISSION
MEETING:
Presented by:
1-1 Consent Action
Revised 10/27/2014
DocuSign Envelope ID:7143A06C-357E-49C6-95D2-C33E5855400D
WAYFINDING GRANT AGREEMENT
GALLATIN VALLEY LAND TRUST
L' --
THIS AGREEMENT is made and entered into this222� day of JUA%k- , 207 by and between
the City of Bozeman, Montana, a self-governing municipal corporation located at 121 N. Rouse
Ave., Bozeman MT 59771 ("City") as GRANTEE and Gallatin Valley Land Trust("GVLT"), a
Montana non-profit public benefit corporation with a mailing address of 212 S. Wallace Ave,
Bozeman, MT as GRANTOR. GVLT and the City may also hereafter be referred to as "Parties".
WHEREAS, on November 6, 2012, the voters of the City of Bozeman approved the
creation of a bond fund for the acquisition, construction and maintenance of new parks, trails
and open spaces in the City of Bozeman (the "TOP Bond Fund"); and
WHEREAS, On October 13, 2020,the Bozeman City Commission adopted Commission
Resolution No. 5221 which authorized the contribution of up to $99,612.51 from the TOP Bond
Fund toward completion of the West Side Connections and Wayfinding Project ("Project") as
proposed by the City of Bozeman Parks and Recreation and Engineering Departments with the
GRANTOR, on the terms and conditions set forth in Commission Resolution No. 5221; and
WHEREAS, the TOP Bond Fund contribution was reduced from the original request by
the TOP Committee and City Commission;therefore,the Project scope was revised to identify
additional funding sources, align with funding available, and to reflect initiatives underway; and
WHEREAS, a parallel initiative to the Project identified by staff is the comprehensive
Parks, Recreation and Active Transportation ("PRAT") plan underway which has received
additional funding from the Transportation and Engineering Department Fiscal Year 2023
budget to include a city-wide Wayfinding Plan for active transportation; and
WHEREAS, GRANTOR is able to provide private funding to contribute to the Wayfinding
Plan thus fulfilling their in-kind matching component of the TOP Project.
THE PARTIES AGREE:
1. The Grant. GRANTOR will grant and release to GRANTEE a sum of six thousand dollars
($6,000) (the "Grant") pursuant to the payment terms in Section 4.
2. Use of Grant Funds. Grant funds in the amount of six thousand dollars ($6,000) will be
used by GRANTEE for the sole purpose of reimbursing expenses incurred by GRANTEE,
Wayfinding Grant Agreement—GVLT Page 1
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DocuSign Envelope ID:7143AOBC-357E-49C6-95D2-C33E5855400D
Staff Instructions for Use and Expectation of Review
Department Director
- Fully understands the grant and its impact on city operations and finances and intends to carry out
the grant provisions if awarded
- Written notification to City Commission and City Manager if grant is over$20,000
- Coordinates with legal staff or applicable departments for all sub-recipient or related contractual
documents associated with the grant
Finance Office
- Receives copies of grant documents and/or accounts for potential impact on city finances
City Manager
- Authorizing signature
i
City Clerk
- Issues grant routing number j
- Retains copy of original signed documents
- Tracks grant documents by number
Revised 10/27/2014
DocuSign Envelope ID;7143A06C-357E-49C6-95D2-C33E5855400D
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as described in the Amended PRAT Plan Professional Services Agreement Scope of Work
to be proposed to the City Commission attached hereto as Exhibit A (the "Wayfinding I
Plan") and by this reference incorporated herein,
3. Term. The term of this Agreement will commence on the Effective Date and expire
upon completion of the Wayfinding plan unless earlier terminated or extended as
provided herein.
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4. Payment of Grant Funds
a. Payment of Grant funds is contingent on GRANTEE entering into an amended
scope of work for the Wayfinding Plan as agreed to by the City Commission.
b. Upon City Commission approval of the amended scope of work, GRANTOR will
pay the Grant funds,
c. GRANTOR will have no obligation to pay any Grant funds, unless, at the time of
the reimbursement request: (i) all of GRANTEE's representations as set forth in
Section 5 are true and correct; and (ii) GRANTEE is not in breach of any term of
this Agreement,
5. Grantee's Representations
a. GRANTEE represents and warrants to GRANTOR that the Grant funds are
necessary to accomplish the financial requirements of the amended Scope of
Work for the Wayfinding Plan,
6, Reports/Accountability/Public Information. If Grant funds are paid to GRANTEE,
GRANTEE will continue to communicate with GRANTOR about the progress and
direction of the PRAT Plan. GRANTEE will continue to seek peer review from GRANTOR'S
staff regarding the Wayfinding Plan components and planning process. GRANTEE must
allow GRANTOR, its auditors, and other persons authorized by GRANTOR to inspect and
copy its books and records for the purpose of verifying that monies provided to
GRANTEE pursuant to this Agreement were used in compliance with this Agreement and
all applicable provisions of federal,state, and local law. GRANTEE will retain such
records for seven years after receipt of final payment under this Agreement unless
permission to destroy them is granted by GRANTOR,
7, Independent Contractor Status. The parties agree that GRANTEE, its agents,
employees, contractors, or subcontractors, are independent contractors for purposes of
this Agreement and are not to be considered employees or agents of GRANTOR for any
purpose,
Wayfinding Grant Agreement—GVLT Page 2
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DocuSlgn Envelope ID:7143A06C-357E-49C6-95D2-C33E5855400D
8. Representatives
a. City's Representative. The City's Representative for the purpose of this
Agreement shall be Addi Jadin, Parks Planning and Development Manager, or
such other individual as City shall designate in writing. Whenever approval or
authorization from or communication or submission to City is required by this
Agreement, such communication or submission shall be directed to the City's
Representative and approvals or authorizations shall be issued only by such
Representative; provided, however,that in exigent circumstances when City's
Representative is not available, GRANTEE may direct its communication or
submission to other designated City personnel or agents and may receive
approvals or authorization from such persons.
b. GRANTEE' Representative. GRANTEE's Representative for the purpose of this
Agreement shall be Matt Parsons,Trails Manager, or such other individual as
GRANTEE shall designate in writing. Whenever direction to or communication
with GRANTEE is required by this Agreement, such direction or communication
shall be directed to GRANTEE's Representative; provided, however, that in
exigent circumstances when GRANTEE's Representative is not available, City may
direct its direction or communication to other designated GRANTEE personnel or
agents.
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year
indicated below.
GRAN E City of Bozeman
Date: `7
Veff Welich, City Manager
GRANTOR Gallatin Valley Land Trust
Chet Work, Executive Director
WayfindingGrantAgreement—GVLT Page
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VocuSign Envelope ID:71
Ap rhostoo form:
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GV9 Sullivan, City Attorney
City nfBozeman
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VVayfind|ng Grant Agreement—8VLT Page
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Docu5ign Envelope ID:7143Ao6C-357E-49C6-95D2-C33E5655400D
Exhibit A
Amended Scope of Work
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DocuSign Envelope ID:7143A06C-357E-49C6-95D2-C33E5855400D
To: Candace Mastel,City of Bozeman
From: Joe Gilpin,Alta
Date: August 23,2022
Re: Bozeman,MT Wayfinding Scope&Fee
Proposed scope of Work for Wayfinding Services
Total Fee: $35,000
Task 1: Existing Conditions ($5,000)
1.1 Wayfinding strategy
Alta will develop a wayfinding strategy Memo that introduces wayfinding elements and their purpose and provides
guidance on destination selection,sign placement,and sign programming in a way that supports community feedback
already received for the PRAT Plan regarding wayfinding,as well as past planning efforts to date.The wayfinding strategy
memo will equip the city with the ability to plan future wayfinding outside the scope of this project.
1.2 Branding inventory
With the help of local City staff,Alta will take inventory of existing branding and types of signage found along Bozeman's
trails,roads and bikeways.This inventory will also consider concurrent efforts by the Prime Consultant(Agency Landscape+
Planning)to support synergies between the wayfinding strategy and the development of the PRAT Plan design guidelines.
We will coordinate with City staff to determine which elements should be incorporated as part of the future wayfinding
system.City staff will guide Alta's work by highlighting both strong and weak examples of existing branding and wayfinding.
Task 1 Assumptions:
• Bozeman City staff will compile a list of community destinations that may be included on wayfinding signage,and
organize them into tiers of regional significance based on guidance provided within the wayfinding strategy memo
• The Prime Consultant will share community feedback and initial recommendations relevant to wayfinding prior to
the start of Task 1
Task 2: Sign Family and Concept ($15,000)
2.1 Establish sign family
Based on the existing conditions analysis and a scan of potential navigational issues,Alta will develop a conceptual family of
up to six(6)sign types,including for on-street bikeways and off-street trails.We will work to align the sign family and
wayfinding strategy with design guidelines developed as part of the PRAT Plan.
Alta Planning+Design,Inc. 1 City of Bozeman,MT
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DocuSign Envelope ID:7143A06C-357E-49C6-95D2-C33E5855400D
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2.2 Design concept
Alta will conduct a visual preference survey with City staff to determine a direction for the look and feel of the wayfinding
system. Using the results of the visual preference survey,Alta will develop one(1)design concept for each sign type in the
sign family.Alta will make one(1)round of revisions based on consolidated,reconciled comments from City staff and the
Prime Consultant. In addition,Alta will provide the City with editable art files(Adobe Illustrator)for each sign type,which
can then be programmed and printed by the City or a third-party sign shop.
Task 2 Assumptions:
• Before beginning Task 2.2,City staff will confirm the City's approach for complying with MUTCD standards,which
will influence the concept design
• The City PM will be responsible for disseminating the visual preference survey to City staff and stakeholders
• The City PM will consolidate comments on the design concept from City staff and reconcile any contradictory
comments before delivering to Alta for revision requests
• The design concept will develop graphic layout of the sign panels,and will not address fabrication and installation
specifications
• The Prime Consultant will share community feedback and initial recommendations relevant to wayfinding
following the summer engagement
Task 3: Sign Placement Demonstration ($5,000)
3.1 Sign placement plan and programming
Alta will create a sign placement and programming plan for one(1)priority route(up to 20 signs),identified by City staff,to
demonstrate sign placement and programming.Deliverables will Include a KMZ or shapefile showing sign locations as well
as vector art files for each sign along the route(up to 20 signs).
Tasl(4: Design Intent Drawings ($10,000)
4.1 Design intent drawings
Alta will develop design Intent drawings for all signs in the sign family established in Task 2,up to six(6).The deliverable for
this task will be a PDF package of drawings that specifies mounting hardware and materials,as well as other installation
specifications for contractors to fabricate and install the signs per the intended design.
Final Deliverables
• Wayfinding Strategy Memo
• Conceptual wayfinding family of signs with up to six(6)signs
• Visual Preference Survey summary
• One(1)design concept and one(1)round of revisions,including editable art files
• Sign placement plan and programming for one(1)priority route(up to 20 signs)—KMZ or shapefile format for
locations,vector files for individual signs
General Assumptions
• Public Engagement:This scope does not include general public engagement,but will incorporate community
feedback gathered during the PRAT Plan that Is relevant to wayfinding
• Stakeholder Coordination:This scope does not include direct coordination between the consultant and
community stakeholders.The City PM will be responsible for soliciting input,If desired,from local stakeholders.
Alta Planning+Design,Inc. 2 City of Bozeman,MT
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