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B2. Urban Forestry Sub Award AgreementCity of Kalispell 201 1' Ave E. P.O. Box 1997 Kalispell, Montana 59903-1997 (406) 758-7757 Fax (406) 758-7758 MEMORANDUM To: Doug Russell, City Manager -9`Z From: Chad Fincher, Director, Parks and Recreation Re: 2016 Urban and Community Forestry Sub Award Agreement Meeting Date: January 4, 2016 BACKGROUND: The Kalispell Parks and Recreation Department submitted a successful program grant application to the Montana Department of Natural Resources and Conservation and has been awarded $15,000 for the Urban Forestry Program Development Grant. Grant funds will be utilized in two ways; the first part of the grant is centered around "Safe Schools" that entail contracted pruning and removal of hazardous trees around prioritized elementary schools within Kalispell. The second portion of the grant identifies funds for hiring a consultant to write an Urban Forest Management Plan for Kalispell. These grant funds require a 50150 local match, and the match will be met with both in -kind tree removal labor and current funding from the Fiscal Year 15/16 urban forestry budget. FISCAL IMPACT: $15,000 in additional funding for the urban forestry program will be made available through this grant. Matching funds expended from the urban forestry budget will be approximately $6,000.00 of authorized budget for grant funding match and approximately $11,000.00 in kind labor services. RECOMMENDATION: It is recommended the City Council move to authorize the City Manager to enter into the grant agreement with Montana Department of Natural Resources. ATTACHMENT: 2016 Urban and Community Forestry Sub Award Agreement FOR DNRC USE ONLY Subaward # UCF-16-101 Maximum amount under this Subaward Agreement: $15,000.00 Amendment # N/A Source(s) of Funds Approved by USDA FS Grant # 15-DG-11010000-008; CFDA # 10.664 FD - Fiscal Legal Project Manager Fund Subclass Ory Percent Amount Expiration Amendment 03564 555UR 5114616 100% $15,000.00 12/30/2016 N/A Workers Comp X N/A Attached Exempt Will be forwarded 2016 URBAN AND COMMUNITY FORESTRY SUBAWARD AGREEMENT CITY OF KALISPELL PROGRAM DEVELOPMENT PROJECT This Subaward Agreement (Subaward) is accepted by City of Kalispell, hereinafter referred to as the "Subrecipient," Federal ID No. 81-6001281, DUNS# 021996665, and represented by Fred Bicha, Parks Superintendent, PO Box 1997, Kalispell, MT 59903-1997, telephone (406) 758-7716, according to the following terms and conditions. This Subaward, awarded and administered by the Montana Department of Natural Resources and Conservation (DNRC), is consistent with the policies, procedures and objectives of the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. This Subaward is awarded under federal grant #1 5-DG-1 1010000-008, executed on 06/26/2015, in the amount of $4,030,300.00, from the United States Department of Agriculture — Forest Service (USFS) and Catalog of Federal Domestic Assistance (CFDA) number 10.664 "Cooperative Forestry Assistance." SECTION 1. PURPOSE. The purpose of this Subaward is to establish mutually agreeable terms and conditions, specifications, and requirements to grant funds to the Subrecipient for an Urban and Community Forestry (UCF) Program Development project in or near, the City of Kalispell, Montana. Basis for this subaward is the UCF Program, which is administered through a partnership with the United States Department of Agriculture, Forest Service (USFS) and the DNRC. The Program FY 2016 — UCF Program Development Subaward Page 1 of 8 Development Project Proposal for this Subaward to the Subrecipient is attached hereto as Appendix "A" and is incorporated herein by reference. SECTION 2. TERM. This Subaward is effective on the date of last signature. The Subrecipient shall have until December 30, 2016, to complete the project and work described in Section 4, Project Scope. The DNRC may, pursuant to Section 19, Agreement Renewal, grant an extension for completion upon request and showing of good cause by the Subrecipient. Good cause is defined as external factors preventing the Subrecipient from completing the work, including but not limited to, inadequate staff, construction, hazard trees or other barriers on project site(s), and extensive and prolonged inoperable weather conditions. A request for extension must be submitted in writing no less than thirty (30) days prior to the termination date if an extension is to be considered by DNRC. SECTION 3. DNRC's ROLE. The DNRC is administering grant funds awarded by the USFS to ensure that the funds are used according to the intent and procedures of the UCF Program Development Grant Program. The DNRC will monitor project expenditures to assure payment eligibility. DNRC assumes no responsibility for the Subrecipient's obligation to faithfully perform the tasks and activities required by this Subaward. The Subrecipient may contact the DNRC's liaison Jamie Kirby, at (406) 542-4288, jam iekirby(a)mt.gov, 2705 Spurgin Road, Missoula, Montana 59804 for guidance related to administration of the terms of this Subaward. All requests for information and assistance shall be submitted to the DNRC liaison, or her designee. SECTION 4. PROJECT SCOPE. (a) The Subrecipient must use the proceeds provided pursuant to this Subaward to perform allowable activities under the Program. The key outcomes of the project are the development of an Urban Forest Management Plan, hazardous tree removals and tree replacements. (b) Supporting Documents/attachments. The Program Development Project Proposal submitted by the Subrecipient, attached hereto as Appendix "A" describes the projects and activities to be performed upon municipal lands by Subrecipient and the required dates of completion. In addition, Subrecipient must fulfill the terms specified in Appendix "B" "Additional Requirements to Proposal", which is attached hereto and incorporated herein by reference. Funding will not be provided if the requirements outlined in Appendices "A" and "B" are not fulfilled. SECTION 5. PROJECT BUDGET. Subaward funds are allocated to the following budget categories: Project Funding Summary. Direct Costs Operating Expenses $ 880.00 Payments to Beneficiaries (Cost Share) $ 0.00 Contracted Services $ 14,120.00 Subtotal - Direct Costs $ 15,000.00 Total Subaward Amount $ 15,000.00 Match Required 1:1 $ 15,000.00 Total Project Funding: $ 30,000.00 This Subaward requires a match of 1:1 of federal to non-federal funds. No federal funds may be used to satisfy the match requirement of this Subaward. FY 2016 — UCF Program Development Subaward Page 2 of 8 The Subrecipient may transfer up to twenty percent (20%) of the total Subaward amount between budget categories as needed to complete the project. The Subrecipient must notify DNRC of such transfers. Transfers between budget categories in excess of twenty percent (20%) of the Subaward amount must be requested by the Subrecipient, approved by DNRC, and documented in an amendment to the Subaward. SECTION 6. AVAILABILITY OF SUBAWARD FUNDS. The Subrecipient acknowledges and understands that Subaward funds become available based on federal awards to DNRC. Costs incurred by the Subrecipient no more than forty-five (45) days prior to the last signature on this Agreement may be, upon approval by the DNRC, eligible for reimbursement or may be counted as match funds. The commitment by DNRC to expend money is contingent upon the DNRC receiving funds under the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. No liability shall accrue to the DNRC or its officials in the event such funds are not appropriated or allotted as authorized under this legislation. Until DNRC notifies Subrecipient that obligated funds are unavailable, DNRC will continue to comply with the terms of this Subaward, including the disbursement of funds. SECTION 7. BIDDING REQUIREMENTS. Upon acquiring products and/or services with funds awarded pursuant to this Subaward, Subrecipient must submit a UCF Bid Solicitation Verification Form attached as Appendix "C" and incorporated herein by reference to DNRC establishing that Subrecipient has solicited a minimum of three (3) bids for every contract or purchase issued by the Subrecipient over One Thousand and no/100 Dollars ($1,000.00) for which subaward funds will be disbursed. Subrecipient shall follow all applicable procurement procedures as required in Section 13, Compliance with Applicable Laws, and the applicable OMB Circular 2 CFR 200 §§ 200.317 — 200.326. SECTION 8. DISBURSEMENTS. The Subrecipient shall submit claims for disbursement of Subaward funds to the DNRC liaison. Documentation of reimbursable costs incurred must be submitted with the disbursement requests. Documentation may include but is not limited to itemized receipts, vendor invoices, inspection certificates, financial reports that clearly show expenditures, payroll records, copies of checks, bank statements, and other forms of proof of payment. DNRC will determine whether documentation submitted adequately supports the disbursement request and may require additional documentation before approving payment. The DNRC will verify the claims and check them against the Reports required in Section 9 and the Project Budget provided in Section 5. The DNRC will disburse Subaward funds to the Subrecipient only upon DNRC's review and approval of the documentation submitted by the Subrecipient. DNRC may withhold reimbursement for costs that are not allowed under this Subaward and may require Subrecipient to provide adequate documentation to substantiate the expenditures as allowable costs. Reimbursement of Subrecipient's expenditures will only be made for expenses included in the Project Budget provided in Section 5 that are clearly and accurately supported by the Subrecipient's records. The Subrecipient must, prior to any funds being disbursed under this Subaward, provide documentation of the one hundred percent (100%) match requirement for every disbursement request sent to the DNRC for approval and payment. The match requirement may be met by contributing cash, in -kind and/or donated contributions committed to the project. Before final disbursement will be made by the DNRC to the Subrecipient, the DNRC Regional Urban Forester must approve the completed project on the Project Inspection Form and must submit FY 2016 — UCF Program Development Subaward Page 3 of 8 the said form along with the Project Report Form, to the DNRC Liaison, pursuant to Section 9, Reports. The DNRC will withhold ten percent (10%) of the total authorized subaward amount until the project tasks outlined in Section 4, Project Scope and the Final Report required by Section 9 are completed by the Subrecipient and approved by the DNRC. Total payment for all purposes under this Subaward shall not exceed Fifteen Thousand and no/100 Dollars ($15,000.00). DNRC may, at its sole discretion, terminate or reduce the scope of this Subaward if available funding is reduced for any reason. DNRC will provide Subrecipient at least 30 days' notice if termination of this Subaward is determined to be necessary due to unavailability of funds. Eligible expenses incurred by Subrecipient up to the specified date and time of termination will be covered under the terms of the Subaward. SECTION 9. REPORTS. A final Report that details the project status, results, accomplishments and financial status will be submitted to DNRC liaison by the Subrecipient for approval upon project completion. Final disbursement of Subaward funds is contingent upon DNRC's receipt and approval of the following documents: 1) Final Report, 2) DNRC Regional Urban Forester Project Inspection Form, and 3) Completed Project Report Form, which is available to download from the DNRC Urban Forestry website. The deadline for submitting the Project Report Form is thirty (30) days after the termination date provided for in Section 2, Term. Subrecipient understands that if the Project Report Form is not provided to DNRC within thirty (30) days after the termination date provided in Section 2, Term, that DNRC may elect to not make payment under the terms of this Subaward. Furthermore, failure by Subrecipient to provide the Project Report Form(s) to the DNRC liaison as required herein may cause the DNRC to terminate this Subaward. The DNRC shall, if necessary, provide the Subrecipient with further instructions regarding the required reporting format and other specific reporting requirements when such requirements are mandated by the Federal and/or State government(s). These new reporting requirements will be provided in writing to Subrecipient and will be added to the terms of this Subaward via an amendment should Subrecipient and the DNRC agree to those terms. The foregoing notwithstanding, Subrecipient must comply with the terms of any future reporting requirements that do not differ materially from those required by this Subaward. SECTION 10. RECORDS AND AUDITS. The Subrecipient must maintain appropriate and adequate records showing complete entries of all receipts, disbursements and other transactions relating to this Subaward for three (3) years after the later of either the final Subaward payment, or the termination or the expiration of this Subaward. The DNRC, the Montana Legislative Audit Division or the Montana Legislative Fiscal Division may, at any reasonable time, audit all records, reports and other documents that the Subrecipient maintains under or during the course of this Subaward to ensure compliance with its terms and conditions. FY 2016 — UCF Program Development Subaward Page 4 of 8 SECTION 11. PROJECT MONITORING AND ACCESS FOR INSPECTION AND MONITORING. The DNRC or its agents may monitor and inspect all phases and aspects of the Subrecipient's performance to determine compliance with this Subaward, including the adequacy of records and accounts. Because the funds awarded under this Subaward come from public funds, public access to the project site and project records must be available. The Subrecipient shall accommodate requests for public access to the site and records with due consideration for safety, private property rights, and convenience of everyone involved. SECTION 12. EMPLOYMENT STATUS AND WORKER'S COMPENSATION. The DNRC is not an owner or general contractor for the project and the DNRC does not control the work activities or work -site of the Subrecipient or any contractors that might be engaged by the Subrecipient for completion of the project. The Subrecipient is independent from and is not an employee, officer or agent of the DNRC. The Subrecipient, its employees and contractors, are not covered by the Workers' Compensation laws applicable to the DNRC as an employer. The Subrecipient is responsible for making sure that it and its employees are covered by Workers' Compensation Insurance and that its contractors are in compliance with the coverage provisions of the Workers' Compensation Act. SECTION 13. COMPLIANCE WITH APPLICABLE LAWS. The Subrecipient must comply with the requirements of the Federal Office of Management and Budget (OMB) guidance in subparts A through F of Circular 2 CFR 200 "UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS" as adopted and supplemented by the USDA in 2 CFR part 400. These regulations are available online at the following website: www.ecfr.gov. Subrecipient certifies -that it will abide by all certifications and assurances set forth in Federal Form AD-1048, "Certification Regarding Debarment, Suspension, Ineligibility & Voluntary Exclusion — Lower Tier Covered Transactions," this form having been signed, attached hereto as Appendix "D", and incorporated herein by reference. Per the terms of the federal award, the Subrecipient shall also require all second -tier subrecipients and contractors to sign form AD- 1048, and shall keep completed forms on file. Subrecipient shall utilize www.sam.gov to verify entities' status. All work performed under this Subaward must fully comply with all applicable federal, state, and local laws, rules, and regulations, including but not limited to, the Montana Human Rights Act, the Civil Rights Act of 1964, the Age Discrimination Act of 1975, the Americans with Disabilities Act of 1990, and Section 504 of the Rehabilitation Act of 1973. Any subletting or subcontracting by the Subrecipient subjects subcontractors to the same provision. In accordance with 49-3- 207, MCA, the Subrecipient agrees that the hiring of persons to perform this Subaward will be made on the basis of merit and qualifications and without discrimination based upon race, color, religion, creed, political ideas, sex, age, marital status, physical or mental disability, or national origin of the persons performing this Subaward. It shall be the Subrecipient's responsibility to obtain all permits, licenses or authorizations that might be required from government authorities for completion of the project. Procurement of labor, services, supplies, materials and equipment shall be conducted according to applicable federal, state and local statutes. DNRC's signature on this Subaward does not guarantee the approval or issuance of any permits, licenses or any other form of authorization to take action for which Subrecipient must apply with DNRC or any other government entity and submit to DNRC to fulfill the terms of this Subaward. FY 2016 — UCF Program Development Subaward Page 5 of 8 NONDISCRIMINATION STATEMENT — PRINTED, ELECTRONIC, OR AUDIOVISUAL MATERIAL. The Subrecipient shall include the following statement, in full, in any printed audiovisual material, or electronic media for public distribution developed or printed with any Federal funding. In accordance with Federal law and U.S. Department of Agriculture policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, or disability. (Not all prohibited bases apply to all programs.) To file a complaint of discrimination, write USDA, Director, Office of Civil Rights, Room 326-W, Whitten Building, 1400 Independence Avenue, SW, Washington, DC 20250-9410 or call (202) 720-5964 (voice and TDD). USDA is an equal opportunity provider and employer. If the material is too small to permit the full statement to be included, the material must at minimum, include the following statement, in print size no smaller than the text: "This institution is an equal opportunity provider. " SECTION 14. AGENCY RECOGNITION REQUIREMENTS Use of Agency Insignia. Subrecipient shall request in writing permission from the U.S. Forest Service Northern Region and receive written permission from the USFS before using the USFS insignia on any published media, such as a webpage, printed publication, or audiovisual production. Subrecipient shall request in writing and receive written permission from DNRC before using the DNRC insignia on any published media, such as a webpage, printed publication, or audiovisual production. Public Notices. Subrecipient is encouraged to give public notice of the receipt of this subaward of federal grant funds and, from time to time, to announce progress and accomplishments. Press releases or other public notices should include a statement substantially as follows: "The funding for this project is derived in full or in part from a federal award of the U.S. Forest Service, Department of Agriculture, subawarded by the Montana Department of Natural Resources and Conservation, Forestry Division." Acknowledgment in Publications, Audiovisuals, and Electronic Media. Subrecipient shall acknowledge USFS and DNRC support as appropriate in any publications, audiovisuals, and electronic media developed as a result of this subaward of USFS grant funds. SECTION 15. INTELLECTUAL PROPERTY — GOVERNMENT RIGHT TO USE. Any graphic material developed under this Subaward may be copyrighted with the proviso that the State of Montana and the USFS will have a royalty -free, nonexclusive, and irrevocable right to produce, publish or otherwise use, and authorize others to use the work for government purposes. The Subrecipient must notify DNRC in writing when any patent rights arise from, or are purchased with, funds awarded under this Subaward. FY 2016 — UCF Program Development Subaward Page 6 of 8 SECTION 16. FAILURE TO COMPLY. If the Subrecipient fails to comply with the terms and conditions of this Subaward, the DNRC may terminate this Subaward and refuse additional disbursements of subaward funds, and take legal action to recover disbursed subaward funds. Such termination will become a consideration in any future application for subawards under the authority of the Cooperative Forestry Assistance Act of 1978, Public Law 95-313, as amended. SECTION 17. ASSIGNMENT AND AMENDMENT. The Subrecipient may not assign or transfer any portion of this Subaward without DNRC's express written consent. Amendments will be attached as an integral component of this Subaward. This Subaward may be terminated by the mutual written consent of both parties. If this Subaward is terminated, the Subrecipient may not submit claims for reimbursement beyond the mutually agreed to termination date. SECTION 18. MONTANA LAW AND VENUE. Any action orjudicial proceeding for enforcement of the terms of this Subaward shall be instituted only in the courts of Montana and shall be governed by the laws of Montana. Venue shall be in the First Judicial District, Lewis and Clark County, Montana. SECTION 19. AGREEMENT RENEWAL. This Subaward may, upon mutual agreement between the parties and according to its terms, be extended. SECTION 20. INDEMNITY AND LIABILITY (HOLD HARMLESS/INDEMNIFICATION). Subrecipient agrees to be financially responsible for any audit exception or other financial loss to the DNRC and the State of Montana which occurs due to the negligence, intentional acts, or failure by Subrecipient and/or its agents, employees, subcontractors, or representatives to comply with the terms of this Subaward. Subrecipient hereby agrees to defend, indemnify and hold harmless the DNRC and the State of Montana and its agents from and against any and all claims, demands, or actions for damages to property or injury to persons or other damage to persons or entities arising out of, or resulting from the performance of this Subaward or the results of this Subaward, provided such damage to property or injury to persons is due to the negligent act or omission, recklessness, or intentional misconduct of Subrecipient or any of its employees. This Subaward is not intended to relieve a liable party of financial or legal responsibility. SECTION 21. INSURANCE REQUIREMENTS. General Requirements: The Subrecipient shall maintain for the duration of this Subaward, at its cost and expense, insurance against claims for injuries to persons or damages to property, including liability, which may arise from or in connection with the performance of the work by the Subrecipient, agents, employees, representatives, assigns, or contractors. This insurance shall cover such claims as may be caused by any negligent act or omission. Specific Requirements for Commercial General Liability: The Subrecipient shall purchase and maintain occurrence coverage with combined single limits for bodily injury, personal injury, and property damage of $750,000 per occurrence and $1,500,000 aggregate per year to cover such claims as may be caused by any act, omission, or negligence of the Subrecipient or its officers, agents, representatives, assigns or contractors. FY 2016 — UCF Program Development Subaward Page 7 of 8 This Subaward consists of pages 1 — 8, plus Appendix "A" - Program Development Project Proposal, Appendix "B" - Additional Requirements to Proposal, Appendix "C" - UCF Bid Solicitation Verification Form, and Appendix "D" - Federal Form AD-1 Q48. The Subrecipient hereby accepts this Subaward according to the above terms and conditions. Date Date By: Subrecipient or Subrecipient's Authorized Representative By: Printed Name DNRC Authorized Representative Printed Name FY 2016 — UCF Program Development Subaward Page 8 of 8 Montana Department of NatciPctl Red uc es and Conservation (DNRC) 2016 Urban Forestry Grant Application COMMUNITY DUNS NUMBER FEDERAL TAX ID NUMBER City of Kalispell 02199663 816001281 COMMUNITY ADDRESS CITY/TOWN STATE ZIP P 0 Box 1997 Kalispell MT 59903-1997 PRINCIPAL REPRESENTATIVE (person DNRC will utilize as TITLE primary contact) Fred Bicha Parks Superintendent PRINCIPAL REP ADDRESS (if same as above, leave blank) CITY/TOWN STATE ZIP PHONE (DAYTIME) FAX EMAIL 406-758-7716 406-758-7719 fbicha@kalispell.com OTHER IMPORTANT CONTACTS: List by name, title, and contact information (phone, email) Chad Fincher, Director, 406-758-7960, cfincher@kalispell.com Lisa Simmer, Administrative Specialist, 406-758-7715, (simmer@kalispell.com TOTAL REQUEST AMOUNT (maximum request $15,000) ARE YOU A CURRENT TREE CITY USA? (YIN) $15,000 Yes Use this page as the cover sheet and include separate paper for the Project Narrative. Please use the Budget Calculation sheets provided. This document must be signed and dated by an individual that is legally authorized to act on the community's behalf. Please answer clearly and concisely, and be sure to include all required attachments. Failure to do so will result in disqualification. Parks and Recreation Dept October 23, 2015 Jamie Kirby Montana DNRC — Urban Forestry Program 2705 Spurgin Road Missoula, Montana 59804-3199 MON TA NA Re: Kalispell FY 2016 Urban Forestry Program Development Grant Dear Jamie and Selection Committee: The City of Kalispell Parks and Recreation is pleased to submit the enclosed FY 2016 Urban Forestry Program Development Grant application. This grant application includes two projects: an Urban Forestry Management Plan and a "Safe Schools" project. A management plan identifying Kalispell's urban forestry needs and goals would help to educate both the community leaders and the public of current concerns, funding needs and steps needed to maintain and improve a sustainable urban forest. While an urban forestry management plan is crucial, the city realizes we have an obvious issue of hazardous trees that require immediate attention. The "Safe Schools" project focuses on the importance of a healthy and safe urban forest in and around the immediate vicinity of schools. In addition to educating our youth, schools serve a community in a variety of ways, often hosting functions such as: voter poling locations, free lunch/food programs and emergency shelters in the event of major catastrophes. In this time of unpredictable weather events there is a real possibility of natural disasters, and schools may be looked to for emergency accommodations. The sites should not hinder or add to an occurrence. Ensuring that school sites are the safest possible and do not pose additional threats to the public. The "Safe Schools" project will not only address hazard trees, but will also provide essential urban forestry education and tree planting components. Our schools are community hubs, connecting residents and families to resources in their neighborhoods, while providing playgrounds and greenspaces to citizens. Thank you for providing Kalispell this opportunity. Sincerely, Fred Bicha, Parks Superintendent Kalispell Parks & Recreation Appendix A Safe Schools & Community Livability Sustaining while improving Kalispell°s Urban Forest The biophilia hypothesise describes an innate attraction that humans have for nature due to a long history of being directly dependent on living things for basic needs. This deep connection persists, and may explain why the experience of nearby nature may help people perform better in the office or at school. Kellert, S.R., and E.O. Wilson. 1993. The Biophilia Hypothesis. Washington D.C., Island Press. ION ��� � RIMC►"�l:lP: The Montana Urban Forestry Program is made possible through state funds and a grant from the USDA Forest Service. Appendix A PROJECT NARRATIVE All of the following elements must be addressed in application. Try to limit responses to 500 words per section. 1. PROJECT ABSTRACT: Describe the type of project and clearly outline its purpose and goals. Are they in line with federal and state program goals? Does the project address a strategic urban forestry objective? Describe how this project fits into the 'Big Picture' of urban forestry in your community. Urban Forest Management Plan An Urban Forest Management Plan (UFMP) will be developed for Kalispell through hiring a consultant. The UFMP will first provide analysis of the current urban forest inventory. Through working with stake holders and citizens a plan will be developed and findings reported to City Council and community leaders. Other key components of the plan: ❖ Suggest direction and priorities ❖ Survey of citizens & community leaders views and goals for Kalispell's urban forest ❖Review of current city right of way tree management and make suggestions ❖Analysis of Kalispell's urban forestry program in comparison with other communities of equal size across America ❖Develop a current maintenance schedule and provide alternatives ❖Develop a risk management plan for Kalispell public trees Kalispell continually explores ways to improve community livability and this project will assist to achieve that goal. The development and adoption of a UFMP will provide factual and tangible information, identifying the necessary steps to guarantee future sustainability. Safe Schools, Education and Tree Planting Studies have shown that students learning in areas with visual or physical access to green spaces, trees and natural settings perform consistently better than students without. Kalispell recognizes the importance of providing a sustainable urban forest and thriving green spaces adjacent to its schools to foster the education of our youth — the leaders of tomorrow. The removal of trees killed by Dutch Elm Disease (DED) throughout Kalispell continues and will require all of Kalispell's UCF resources to complete removals this winter. Looking past DED, the next major hurtle is addressing hazardous trees. A recent site visit to the schools identified four schools in dire need of both tree removal and pruning of hazardous trees to achieve safer schools and neighborhoods. Kalispell's "Safe Schools" project will include both contract and in-house removal and pruning of hazardous trees that are located in close proximity to playgrounds, crosswalks and sidewalks used daily by children, families and faculty. This project will increase the safety to students and users of the facilities. Eleven trees have been identified to be removed while up to fifteen trees are in need of deadwood pruning. Once hazardous trees are removed, eight new trees will be planted utilizing the Montana Conservation Core (MCC) and 5tb grade students. Forestry staff will work with MCC to develop a curriculum that teaches students about tree planting and theAiiior adnce A trees; emphasizing the benefits to human health and well-being, climate mitigation and improvements to air and water quality. Many of the goals shared between The City of Kalispell, The United States Forest Service, and the DNRC regarding urban forestry will be accomplished. Mutual goals to build forest resilience and lessen the impact of invasive pests will be furthered through the removal of declining ash trees within the project area. The Kalispell objective to diversify its urban forest would be furthered by planting trees of diverse species. Focusing this project around schools will reduce the threats of urban forest fragmentation and urbanization, which frequently occur around public and commercial buildings. The "Safe Schools" portion of the project will accomplish improved livability by providing safer school sites. Planting trees will be an investment in the future of the urban forest, enhancing schools and neighborhoods, while meeting the goals of climate mitigation, energy conservation and positive human mental well-being. The planting project will strengthen partnerships with students, volunteers and the school district, who will experience hands on positive mental and physical connection. 2. PROGRAM DEVELOPMENT: How will this project help your community develop or improve a sustainable urban forestry program? Is the project drawn from utilizing existing resources (i.e. inventory, management plan)? Refer to any existing & current annual work plan, strategy, list of 3-5 year goals, or items in a long-term management plan. A completed City of Kalispell Urban Forest Management Plan (UFMP) would greatly improve Kalispell's urban forest, helping to justify and support city leaders and staff when making funding and maintenance decisions. The management plan would identify all facets of the urban forest, outlining 3 -5 year goals and the long-term strategic management plan necessary to increase sustainability and protect this valuable resource for future generations. The Management Plan portion of the project will provide the necessary tool to secure "buy in" from city leaders and citizens, by delineating all aspects of what is needed to keep Kalispell's Urban Forest sustainable. The "Safe Schools" portion of the project, identified through our forestry inventory, will help our community advance a sustainable urban forestry program by proactively reducing forestry safety issues and concerns at local schools, where trees are dead and dying or in need of maintenance and management. Included in this project are the removals of ash trees that are in decline. Removal of the ash trees will also be a proactive Emerald Ash Borer measure; eliminating trees prior to EAB infestation, slowing the spread, while allowing for replanting with more diverse species. 3. PROJECT PERSONNEL: The personnel should possess the necessary qualifications or expertise to carry out project & program goals. Please include name, title/qualification, project role, and level of involvement. A community representative will also be required to view a presentation on grants administration led by DNRC. Please identify this person in this section. ❖Chad Fincher, Director, Kalispell Parks & Recreation, will provide oversite and serve as a liaison between council, city manager, and forestry staff. ❖Fred Bicha, Parks Superintendent & Certified Municipal Arborist, will provide general oversite of the grant project including coordinating on the ground operations. ❖Lisa Simmer, Administrative Specialist, will maintain files and records, track employee hours, and process bills. ❖Kalispell Street Tree Board, will act as a liaison between the project and the public. The board will be encouraged to write articles concerning the project. During the development of the UFMP the board will provide input. -*.*Montana Conservation Corp, will be ta��edtio assist with tree planting and the educational component with 5t1' grade students. ❖ School District #5 Administration & Faculty, will be included in the planning of removal and pruning work and will be invited to participate in the planting. ❖Flathead Industries, will be approached about assisting in watering of trees from June- August. 4. LEVERAGING LOCAL SUPPORT & OUTREACH: Please include any planned activities with partners, volunteers and/or public education related to this project. Identify any other agencies, groups, etc. that will be involved. Kalispell Street Tree Committee volunteers will be briefed and educated on this grant project. Street Tree Members are routinely kept well informed and knowledgeable regarding forestry projects to allow them to answer any questions or concerns they may field from the public regarding the cities ongoing improvements to the urban forest. Committee members will review and provide input on the development of the management plan. Committee members will participate in working with School District #5 administers to inform them of planned tree removals and maintenance around schools and to organize educational and planting programs with 5tn grade students. The Kalispell UFMP will require outreach to various stakeholders and citizens, raising awareness and education of the urban forest. Volunteers such as Montana Conservation Corp will be partnered with to facilitate educational programming and to lead and assist students with tree plantings at or near schools. Partners Flathead Industries (501 (c)(3) non-profit corporation) will be utilized to water and maintain mulch rings on newly planted trees. These projects will be promoted through all media available (t.v., radio, city social media, community calendars, MailChimp — 2,000 residents) and will be included in reports to the City Manager and council which are frequently noted in two local newspapers. 5. PROJECT WORK PLAN AND SCHEDULE: Provide a work plan/schedule for completing each activity and timetable for completion with start and finish dates. Assume that tree planting & maintenance projects have until June 151h, 2016; other projects have until September 30th, 2016. Project Work Plan & Schedule: ❖December 2015 — Council approval & budget amendment, contract signing 4-January 2016 —Advertise RFP's for UFMP ❖January 2016 — Solicit bids for tree removal and pruning ❖February 2016 — RFP review and selection of consultant, contract signing ❖February 2016 — Street Tree Committee contacts and informs school administration of removals & pruning projects ❖March 28 — 31, 2016 — School District Spring break — Contacted removal of 9 trees and pruning up to 10 trees ❖March 28 — 31, 2016 — School District Spring break — In house removal of 2 trees and pruning of 5 trees. ❖April 2016 — Completion of analysis for UFMP **.*April 2016 — 8 Tree plantings with stu"dRM A volunteers including educational program with students ❖May 2016 — UFMP public meeting/open house — council chambers ❖June 2016 — UFMP completion of citizen and council surveys ❖August 2016 — UFMP presentation to council 4-September 2016 —Project reporting and completion 6. PROJECT MONITORING & EFFECTIVENESS: How will you measure this project's success and accomplishments? Note that tree planting and maintenance projects require a 3-year establishment plan (example at http://dnrc.mt.gov/Forestry/Assistance/Urban/Grants.asp). An UFMP would be a major accomplishment for the City of Kalispell. The ability to produce a written document addressing all aspects of the existing conditions and plans for the future of the urban forest would substantially improve the city's ability to succeed at forest sustainability. Effectiveness would be measured by the completion and acceptance of a plan by City Council. The Safe Schools project's success would be evident upon the completion of the removal and pruning of hazard trees surrounding the schools, with measurable safety concerns minimized and liability lessened. The part that will be impossible to track is the number of diverted property claims and human lives that may be saved by this grant money being used on hazard tree removals. Tree planting accomplishes the continued effort put forth by Kalispell to expand the urban forest and the benefits that are associated with trees. All boulevard tree maintenance completed and trees planted through this grant will be entered into the cities tree inventory database and tracked accordingly for the life of the trees. Trees planted during this project will be monitored and/or watered as in accordance with the attached tree maintenance schedule and will be trained pruned in years two and three following planting by park staff. I certify that the community/organization listed above has the approval of the local government to conduct this project. PRINCIPAL REPRESENTATIVE: Name, Signature Fred Bicha, AUTHORIZED COMMUNITY OFFICIAL: Name, Title, Signature _Fred Bicha, Parks Superintendent Remove co -dominant ----� leaders Prune r�big or � crossig banchcs alter first year. DO NOT stake or wrap trunk urJess necessary Remove tags and labels-0. (� Remove all balling ropes Remove "a basket den and scone We w > a � t. -- DO NOT prune terminal leader or branch tips Prune narrow crotch angles and 7� water sprouts after fist year. Prune broken branches Prune suckers 2" - 4"match kept away from truM: Sol well to contan water ' INAMEND® batkfa sd Remove mritaher and cut circling roots it container -grown, or as much burlap as possible d field grown Dug hole 2-3 times root bail width Appendix A Tree Maintenance Schedule Year 1 Activity Description of Service Material J F M A M J J A S O N D Mulching Wheelbarrow each tree X Watering Water truck X X X Inspection Inspect while mulching X Update Inventory Map when mulching X Year 2 Activity Description of Service Material J F MA M J J A S O N D Small Tree training X Mulching Wheelbarrow each tree X X Watering Water truck X X X Inspection Inspect while rump X Remove tree hardware Remove while watering X Year 3 Activity Description of Service Material J F MA M J J A S O N D Small Tree training X Mulching Wheelbarrow each tree X X Watering Water truck X X X Inspection Inspect while pruning X List of Schools Russel Elementary Elrod Elementary ➢ 1 prune ➢ 3 remove ➢ 4 prune Hedges Linderman ➢ 6 remove A 2 remove A 6 prune ➢ 4 prune BUDGET CAMNION FORM PROJECT EXPENSES QUANTITY/HOURLY RATE OR PIECE RATE GRANT FUNDS REQUESTED (A) * APPLICANT CASH MATCH (B) $ VALUE OF DONATED AND IN -KIND (C) TOTAL A + B + C PERSONNEL EXPENSES (SALARIES/WAGES/BENEFITS) *Requested grant funds cannot be used for regular personnel costs of city/town employees. However, forestry student interns or summer forestry apprentice costs can be included as grant funds. Chad Fincher, Director 16 hrs @ $56.36/hr $901.76 $901.76 Fred Bicha, Parks Superintendent 85 hrs @$43.69/hr $3,713.65 $3,713.65 Lisa Simmer, Admin 30 hrs @ $33.70/hr $1,011.00 $1,011.00 Parks Foreman supporting staff 20 hrs @$44.59/hr $891.80 $891.80 MCC 7 people x 8 hrs x $19.89 $1,113.84 $1,113.84 Crew tree removals &pruning 2 — 4 person crews 84hrs @ benefitted wage remove 2, prune 5 $2,226.44 $2 226 44 Street Tree Committee 6 people @ $19.89 hr 10 hrs each $1,193.40 $1,193.40 TOTAL PERSONNEL EXPENSES $11,051.89 $11,051.89 OPERATING EXPENDITURES (TRAVEL, SUPPLIES, RENTALS, ETC.) Trees @ wholesale 8 trees x$110/tree $880.00 $880,00 Fencing $5/tree x 8 trees $40.00 $40.00 Rope/Tree Straps .66/tree x 8 trees $5.28 $5.28 Mulch $5/tree x 8 trees $40.00 $40.00 T-post for trees 4 per tree @ $5 each x 8 trees $160.00 $160.00 TOTAL OPERATING EXPENSES $880.00 $45.28 $200.00 $1,125.28 CONTRACTED PROFESSIONAL SERVICES Management plan Based on other plans around the state $8 000.00 $5,000.00 $13,000.00 Contract Tree Removal & Pruning Remove 9 trees @ $500/tree Prune up to 10 trees based on funding and removal costs. $6,120.00 $6,120.00 Contracted Watering of trees $450.00 $450.00 TOTAL CONTRACTED SERVICES TOTAL PROJECT EXPENDITURES $15,000.00 $5,495.28 $11,251.89 $31,747.17 IMPORTANT NOTE: UPON REQUESTING REIMBURSEMENT, ALL EXPENDITURES (INCLUDING CASH, DONATIONS AND IN -KIND CONTRIBUTIONS TO BE APPLIED TO 100% MATCH) MUST BE SUBSTANTIATED WITH PROOF OF PAYMENT. FEDERAL FUNDS MAY NOT BE USED FOR APPLICANT CASH, DONATED AND/OR IN -KIND CONTRIBUTIONS. Appendix A �> Elrod School Map created s 1W16115 0 25 50 100 150 200 By FB_ KPR Feet Projected Nad 83 op i Nk 0 v' s ow" I p lip Vol 1- 71 W '17 P, J N _Arl A 'no lamA WA 1 11II Appendix A From: Fred Bicha To: Palm, Lorie Cc: Kirby, Jamie; Lisa Simmer Subject: Kalispell 2016 PD grant application Date: Thursday, November 05, 2015 12:57:48 PM Attachments: image001.Dna 2016 Program Development Agplication.odf Please find attached Kalispell's 2016 PD grant application. If you have any questions or if something is missing please do not hesitate to call. Thanks, 5;7e( ,Mek,1 Parks Superintendent Kalispell Parks and Recreation P.O. Box 1997 Kalispell, MT 59903 (406) 758-7716 Office (406) 758-7719 Fax http://www.lqalispell.com/pgrks-and recr �a fis' e J Porkt d Recreation Appendix B Additional Requirements to Proposal In addition to the specifications provided in Appendix A, the following must be completed: 1) Tree planting specifications - Part (A) 2) Final Work Inspection Form -Part (B) Part (A) — Tree Planting All tree planting projects must follow the Best Management Practices for Tree Planting, a special companion publication to the ANSI A300 Part 6: Tree, Shrub, and Other Woody Plant Maintenance — Standard Practices (Transplanting). This booklet covers bare root, containerized, and balled and burlap tree stock. Specifications are summarized here: ❑ Time of Year - The ideal time to plant a tree is when it is in a dormant condition, either in early spring before bud -break, or in the fall, after leaves have dropped. Weather conditions at these times are generally cool, allowing plants to establish new roots before the onset of harsh temperatures. ❑ Location — Visualize the tree in 20 years. Consider site restrictions (available growing space, soil, pavement, overhead/underground utilities, etc.) Call local utility services at least 2 days prior to digging to locate underground utilities. (Usually 811 or 1-800-424-5555 in MT) ❑ Tree selection —Carefully inspect trees and only purchase those that have a strong stem and no physical damage. Avoid trees with circling roots, severe pruning cuts, dead bark or signs of insects and disease. ❑ Site preparation — Dig a hole three times as wide as the root ball, but not deeper. Amending soil is not necessary unless planting in disturbed sites or poor soil quality. Break up compacted soil on sides of the hole, and leave bottom firm. ❑ Tree preparation —1) Identify root flare - part of the trunk where the roots spread out at the base of the tree. Root flare should be visible after the tree has been planted. You may have to remove some soil from the top of the root ball to find the flare. 2) Cut away strings and burlap or plastic from around the trunk. If tree is container grown, carefully remove container. ❑ Tree placement — Lift tree into planting space by the root ball, not the trunk. Ensure tree is at proper depth and never plant too deep. Trunk flare and top of root ball should be at grade. Balance tree upright at center of planting space. Pull back burlap as much as possible without removing soil from the root ball. ❑ Fill with soil — Fill the hole while watering, periodically pausing to gently tamp base, ensuring the tree is firmly settling in the planting space. Finish filling soil just below the trunk flare. ❑ Mulch — Apply 2 inches of organic material i.e. wood chips or similar composted material. Leave bare soil around the trunk. Remove any tags, wrap, flagging, etc. from the tree. Such items were only meant as protection during transportation and installation. ❑ Only stake if necessary - Trees will establish more quickly and develop stronger trunk and root systems if they are not staked at the time of planting. However, protective staking may be required on sites where equipment, animal damage, vandalism or windy conditions are concerns. Use a wide, flexible tying material to avoid injuring trunk and allow the Diagram courtesy of San Antonio Parks and Recreation Appendix B tree to move or sway. Remove staking and ties after one year. ❑ Establishment — Do not fertilize at planting time. Water regularly throughout the first growing season (about once a week unless significant rainfall is received), but do not overwater. Keep lawn mowers and string trimmers away from tree to avoid wounding bark. Only prune dead or injured branches at time of planting. Long term care & protection — Have a 3-year annual inspection program to replace mulch, provide small tree training (light pruning cuts), and check for signs of stress, insects, disease, or vandalism. Keep trunk area free and clear of weeds and other competing vegetation. Put a fence around tree if site is a feeding ground for rabbits, deer, or other wildlife. Part (B) — Project Inspection Form Once the Subaward Project is complete, the Subrecipient must contact the DNRC regional urban forester to schedule a final project inspection. The inspection will verify that all required work has been completed and performed in accordance with state and program specifications. The Project Inspection Form must be completed by the DNRC regional urban forester or duly designated DNRC representative. Upon completion and submittal of the Project Inspection Form, a final payment of subaward agreement funds, including any funds that may have been withheld from earlier payment requests, is made to the Subrecipient. If the project is not inspected and approved by the DNRC regional urban forester, or deficiencies are found during inspection and not corrected, funds may be withheld from the Subrecipient. Appendix C MONTANA URBAN & COMMUNITY FORESTRY SUBAWARD BID SOLICITATION VERIFICATION FORM SUBAWARD PROGRAM: SUBAWARD AGREEMENT #: COMMUNITY/ORGANIZATION NAME COMMUNITY/ORGANIZATION ADDRESS CITY/TOWN STATE ZIP PHONE EMAIL SUBAWARD 'S PRINCIPAL CONTACT NAME AND TITLE PRINCIPAL CONTACT EMAIL & PHONE NUMBER SERVICES BEING PROVIDED BY CONTRACTOR OR VENDOR: CONTRACTOR OR VENDOR NAME Just list top 3 bid requests BID AMOUNT A B C SELECTED CONTRACTOR or VENDOR 1) Please describe the bid solicitation process: 2) Please explain why you chose the selected contractor or vendor: 3) If three bids are unavailable for submission please also describe the issue(s): Appendix D Form AD-1048 (iisg) U. S. DEPARTMENT OF A GRIC UL TURE Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 7 CFR Part 3017, Section 3017.510, Participants' responsibilities. The regulations were published as Part IV of the January 30, 1989, Federal Register (pages 4722-4733). Copies of the regulations may be obtained by contacting the Department of Agriculture agency with which this transaction originated. (BEFORE COMPLETING CERTIFICATION, READ INSTRUCTIONS ON REVERSE) (1) The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. (2) Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. ORGANIZATIONNAME PR1AWARD NUAMER OR PROJECT NAME NAME(S) AND TITLE(S) OFAUTHORIZED REPRESENTATIVE SIGNATURE(S) DATE 1 of 2 Appendix D Form AD-1048 (REvERsE) INSTRUCTIONS FOR CERTIFICATION 1. By signing and submitting this form, the prospective lower tier participant is providing the certification set out on the reverse side in accordance with these instructions. 2. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. 3. The prospective lower tier participant shall provide immediate written notice to the person to which this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 4. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person," "primary covered transaction," "principal," "proposal," and "voluntarily excluded," as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assistance in obtaining a copy of those regulations. 5. The prospective lower tier participant agrees by submitting this form that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. 6. The prospective lower tier participant finiher agrees by submitting this form that it will include this clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions," without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 9. Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. Pil 2of2