HomeMy WebLinkAboutState & Municipal Facilities Program - FI Resurfacing RECEIVED
j AUG - 5 2019
` Df Southold Town Clerk
Office of the Town Attorney
Town of Southold
Town Hall Annex, 54375 Route 25
P.O. Box 1179
Southold, New York 11971-0959
Telephone : 631-765-1939
Facsimile: 631-765-6639
MEMORANDUM
To: Ms. Elizabeth A. Neville, Town Clerk
From: Mary Silleck
Secretary to the Town Attorney
Date: August 2, 2019
Subject: State and Municipal Facilities Program (SAM) Grant
Fishers Island Resurfacing
With respect to the above-referenced matter, I am enclosing,the original
Agreement regarding the above matter.
If you have any questions regarding the enclosed, please do not hesitate to call
me. Thank you.
/ms
Enclosures
NEWYORK DASNY
STATE OF
OPPORTUNITY.
ANDREW M. CUOMO ALFONSO L. CARNEY, JR. GERRARD P. BUSHELL, Ph.D.
Governor Chair President&CEO
June 5, 2019
VIA OVERNIGHT MAIL RECENED
Mr. Vincent Orlando JUN 10 2019
Superintendent of Highways
Town of Southold
53095 Route 25 TOWN ATTORNEY'S OFFICE
Southold, NY 11971
Subject. State and Municipal Facilities Program ("SAM')
Fishers Island Resurfacing
Project ID: #12763
Dear Mr. Orlando:
Enclosed please find one (1)fully executed original Grant Disbursement Agreement for your files. At this time you
may forward requisitions for payment, along with your wire instructions, to the attention of Accounts Payable—
Grants (if you haven't done so already), utilizing the forms provided in the Grant Disbursement Agreement. In
addition, we have attached a list of Frequently Asked Questions. This list was designed to answer many ofthe
questions that you may have about the Grant process. If you should have any additional questions about
submitting a requisition, please contact the accounts payable hotline at(518)257-3777, and an accountant will
get back to you shortly.
Thank you.
Sincerely,
Sarah D.Antonacci
Assistant Director, Grants Administration
Enc.
cc: Accounts Payable, DASNY
CORPORATE HEADQUARTERS NEW YORK CITY OFFICE BUFFALO OFFICE DORMITORY AUTHORITY STATE OF NEW YORK
515 Broadway One Penn Plaza,52nd Floor 539 Franklin Street
Albany,NY 12207-2964 New York,NY 10119-0098 Buffalo,NY 14202-1109 WE FINANCE, BUILD AND
T 518-257-3000 T 212-273-5000 T 716-884-9780 DELIVER.
F 518-257-3100 F 212-273-5121 F 716-884-9787
www.dasny.org
This GRANT DISBURSEMENT AGREEMENT includes
all exhibits and attachments hereto and is made on the terms and by the parties listed below
and relates to the Project described below:
DORMITORY AUTHORITY OF THE STATE,OF 515 Broadway
NEW YORK ("DASNY"): Albany, New York 12207
Contact: Sara Richards, Esq.
Phone: (518) 257-3177
E-mail: grants@dasny.org
THE GRANTEE: Town of,Southold
P.O. Box 1179 '
53095 Main Rd
' Southold, NY 11971
Contact: Mr. Vincent Orlando
Phone: (631,) 765-6597
Email:
vincent.oriando@town.southold.ny.us
THE PROJECT: Fishers Island Resurfacing
PROJECT LOCATION: Town-of Southold
PROJECT ADDRESS: Fishers Island
GRANT AMOUNT: $100,000
FUNDING SOURCE:" State and Municipal Facilities Program
("SAM") /
For Office Use Only:
PRELIMINARY APPLICATION OR PROJECT
INFORMATION SHEET DATE: 02/06/18
DATE GDA SENT TO GRANTEE: l/�309
DATE AGREEMENT SIGNED BY GRANTEE: L
T ,
DATE AGREEMENT SIGNED BY DASNY:
EXPIRATfON DATE OF THIS AGREEMENT:
Project IQ: 12763
FMS#: 143044
GranteelD: 3210
GrantID: 13839
Updated 12-19-18 1
TERMS AND CONDITIONS
1. The Project '
The Project Description, budget, and timeline with respect thereto, is set forth as the
schedule for the Project in Exhibit A. The Grantee will performs tasks within the scope
of the Project Description in the schedule as described in Exhibit A to this Agreement.
2. Project Budget and Use of Funds'-'
a) The Grantee will undertake the Project in accordance with the overall Project budget,
which includes the Grant funds, as set forth in Exhibit A to this Agreement. The
Grant will only be applied to eligible expenses which are as described in the
Preliminary Application-or Project Information Sheet, and fall within the scope of the
Project Description set,forth in the schedule as described in Exhibit A hereto.
b) Grantee agrees and covenants to apply the Grant proceeds only to capital works or
purposes, which shall consist of the following:
i. the acquisition, construction, demolition, or replacement of a fixed asset or
assets;
ii. the major repair or renovation of a fixed asset, or assets, which materially
extends its useful life or materially improves or increases its capacity; or
iii. the planning or design of the acquisition, construction, demolition,
replacement, major repair or renovation of a fixed asset or assets, including
the preparation and review of plans and specifications including engineering
and other services, field surveys and sub-surface investigations incidental
thereto. 1
c) Grantee agrees and covenants that the Grant proceeds'shall not be used for costs
that are not capital in nature, which include, but shall not be limited to working
capital, rent, utilities, salaries, supplies, administrative expenses, or to pay down debt
incurred to undertake the Project.
3. Books and;Records '
The Grantee will maintain accurate books and records concerning the Project for six (6)
years from the date the Project is completed and will make those books and records
available to DASNY, its agents, officers and employees during Grantee's business hours
upon reasonable request. In the event of earlier termination of this Agreement, such
documentation shall be made available to DASNY, its agents, officers and employees for
six (6) years following the date of such early termination.
4. Conditions Precedent to Disbursement of-the Grant
No Grant funds-shall be disbursed until the following conditions have been satisfied:
Updated 12-19-18 2
a) DASNY has received a description of the Project, budget and timeline in the form of
Exhibit A, and an opinion of Grantee's counsel, in substantially the form appended to
this Agreement as Exhibit B; and
b) The requirements of the SAM Program have been met; and J
c) The monies required to fund the Grant have been received by DASNY; and
d) In the event of disbursement pursuant to paragraph 5(b) below, the Grantee has
provided DASNY with documentation evidencing that a segregated account has `
been established by the Grantee into which Grant funds will be deposited (the
"Segregated Account"). Eligible Expenses incurred in connection with the Project to
be financed with Grant proceeds that are to be paid on invoice shall be paid out of
the Segregated Account. The funds in such account shall not be used for any other
purpose.
e) The Grantee certifies that it is in compliance with the provisions of the SAM and this
Agreement and'that the Grant will only be used for the Project set forth in the
Preliminary Application or Project Information Sheet and in Exhibit A hereto.
f) Not-for-profit organizations are required to register and prequalify on the New York
State Grants Gateway (www: rantsreform.ny.4ov) in order to receive Grant funds.
The Grantee's Document Vault must be in prequalification status prior to any
disbursements of the grant funds.
5. Disbursement -
Subject to the terms and conditions contained in this Agreement, DASNY shall disburse
the Grant to the Grantee, in the manner set forth in Exhibit D, as follows:
a) Reimbursement: DASNY shall make payment directly to the Grantee in the amount
of Eligible Expenses actually incurred and paid for by the Grantee, upon presentation
to DASNY of:
L the Payment Requisition Forms attached to this Agreement as Exhibit E and
its attachments;
I
ii. copies of invoices for Eligible Expenses from the Grantee's contractor and/or
vendor and proof of payment from the Grantee to the contractor and/or
vendor in a form acceptable to DASNY; and
iii. such additional supporting documentation as DASNY may require in order to
clearly demonstrate that Eligible Expenses were incurred and paid by the
Grantee in connection with the Project described herein; or
b) Payment on Invoice:
i. DASNY may make payment directly to the Grantee in the amount of Eligible .,
Expenses actually incurred by the Grantee, upon presentation to DASNY of:
1) the Payment Requisition,Forms attached to this Agreement as Exhibit E
and its attachments;
Updated 12-19-18 3
2) copies of invoices for Eligible Expenses from the Grantee's contractor
and/or vendor in a form acceptable to DASNY evidencing the completion
of work; and
3) such additional supporting documentation as DASNY may require in
order to clearly demonstrate that Eligible Expenses were incurred by the
Grantee in connection with the Project described herein.
ii. The Grantee must deposit all Grant proceeds paid on invoice pursuant to this
paragraph 5(b) into the Segregated Account established pursuant to
Paragraph 4(d). All Eligible Expenses incurred in connection with the Project
to be financed with Grant funds that are to be paid on invoice must be paid
out of this account. The account shall not be used for any other purpose.
iii. The Grantee must provide proof of disbursement of Grant funds to-the
respective contractor and/or vendor in a form acceptable to DASNY, within
sixty (60) days of the date that Grant funds are disbursed to the Grantee to
pay for such costs. DASNY will not make any additional disbursements from
Grant funds until such time as proof of payment is provided.
iv. Utilizing the Grant funds paid to the Grantee pursuant to this section for any
purpose other than paying the contractors and/or vendors identified in the
requisition documentation in the amounts set forth in the requisition shall
constitute a default under this Agreement and shall, at a minimum, result in
the denial of payment on invoice for subsequent requisitions.
V. DASNY may deny payment on invoice at its sole and absolute discretion,
thereby restricting the method of payment pursuant to this contract to
reimbursement subject to the terms of Section 5(a).
c) Real Property Acquisition:
i. Prior to closing on the sale of the subject real property, DASNY shall be
provided with an executed Escrow Instruction Letter, signed by DASNY and
an escrow agent approved by DASNY, title report, draft deed and any other
documents requested by DASNY to justify and support the costs to be paid at
the closing from Grant funds.
ii. DASNY shall transfer the Grant funds to the escrow agent to hold in escrow
pending closing. The Grant funds will be wired to the escrow agent not more
than one (1) business day prior to the scheduled closing unless otherwise
approved by DASNY.
iii. On the day of the closing, the escrow agent shall provide DASNY with copies
of the executed deed, a copy of the title insurance policy, the final closing
statement setting forth costs to be paid at closing, and copies of any checks
to be drawn against Grant funds.
iv. Upon DASNY approval, the escrow agent shall disburse the Grant funds as
set forth in the documentation described in (iii), above to Courthouse Square,
LLC and shall provide DASNY with proof of such disbursement.
d) Electronic Payments Program: DASNY reserves the right to implement an electronic
payment program ("Electronic Payment Program")for all payments to be made to the
Updated 12-19-18 4
Grantee thereunder. Prior to implementing an Electronic Payment Program, DASNY
shall-provide the Grantee written notice one hundred twenty days prior to the
effective date of such Electronic Payment Program ("Electronic Payment Effective
Date"). Commencing on or after the Electronic Payment Effective Date, all
payments due hereunder by the Grantee shall only be rendered electronically, unless
payment by paper check is expressly authorized by DASNY. Commencing on or
after the Electronic Payment Effective Date the Grantee further acknowledges and
agrees that DASNY.may withhold any request for payment hereunder, if the Grantee
has not complied with�DASNY's Policies and Procedures relating to its Electronic
Payment Program in effect at such time, unless payment by paper check is expressly
authorized by DASNY.
e) In no event will DASNY make any payment which would cause DASNY's aggregate
disbursements to exceed the Grant amount.
f) The Grant, or a portion thereof, may be subject to recapture by DASNY as provided
in Section 9(c) hereof.
6. Non-Discrimination and Affirmative Action
The Grantee shall make its best effort to comply with DASNY's Non-Discrimination and
Affirmative Action policies set forth in Exhibit F to this Agreement.
7. No Liability of DASNY or the State
DASNY shall not in any event whatsoever be liable for any injury or damage, cost or
expense of any nature whatsoever that occurs as a result of or in any way in connection
with the Project and the Grantee hereby agrees to indemnify and hold harmless DASNY,
the State and their respective agents, officers, employees and directors (collectively, the
"Indemnitees")from and against any and all such liability and any other liability for injury
or damage, cost or expense resulting from the payment of the Grant by DASNY to the
Grantee or use of the Project in any manner, including in a manner'which, if the bonds
are issued on a tax-exempt basis, (i) results in the interest on the bonds issued by
DASNY the proceeds of which were used to fund the Grant (the "Bonds") to be
includable in gross income for federal income tax purposes or(ii) gives rise to an
allegation against DASNY by a governmental agency or authority, which DASNY
defends that the interest on the Bonds is includable in gross income for federal income
tax purposes, other than that caused by the gross negligence or the willful misconduct of
the Indemnitees.
8. Warranties and Covenants
The Grantee warrants and covenants that:
a) The Grant shall be used solely for Eligible Expenses in accordance with the terms
and conditions of this Agreement.
b) No materials, if any, purchased with the Grant will be used for any purpose other
than the eligible Project costs as identified in Exhibit A.
c) The Grantee agrees to utilize all funds disbursed in accordance with this Agreement
in accordance with the terms of the SAM Program.
Updated 12-19-18 5
d) The Grantee is solely responsible for all Project costs in excess of the Grant. The
Grantee will incur and pay Project costs and submit requisitions for reimbursement in
connection with such costs.
e) The Grantee has sufficient, secured funding for all Project costs in excess of the
Grant, and will complete the Project as described in the Preliminary Application or
Project Information Sheet and in this Agreement.
f) The Grantee agrees to use its best efforts to utilize the Project for substantially the
same purpose set forth in this Agreement until such time as the Grantee determines
that the Project is no longer reasonably necessary or useful in furthering the public
purpose for which the grant was made.
g) There has been no material adverse change in the financial condition of the Grantee
since the date of submission of the Preliminary Application or Project Information
Sheet to DASNY.
h) No part of the Grant will be applied to any expenses paid or payable from any other
external funding source, including State or Federal grants, or grants from any other
public or private source.
i) The Grantee owns, leases, or otherwise has control over the site where the Project
will be located. If the Project includes removable equipment or furnishings including
but not limited to, computer hardware and software, air conditioning units, lab
equipment, office furniture,and telephone systems, Grantee will develop, implement '
and maintain an inventory system for tracking such removable equipment and
furnishings.
j) If the Grantee will utilize the Grant funds to acquire the Project site. Following
acquisition of the Project site, the Grantee will retain title ownership to the Project
site. If at any time during the term of this Agreement the real property is repurchased
by the Seller or otherwise conveyed to any entity other than the Grantee, the
Grantee will notify DASNY within 10 business days from the date the contract of sale
is executed OR within 10 business days from the date the Grantee initiates or is
notified of the intent to transfer ownership of the Project site, whichever is earlier. In
that-event, Grantee hereby agrees to repay to DASNY all Grant funds disbursed
pursuant to this Agreement.
k) The Project to be funded by the Grant will be located in the State of New York. If the
Grant will fund all or a portion of the purchase of any type of vehicle, such vehicle will
be�registered in the State of New York and a copy of the New York State Vehicle
Registration documents will be provided to DASNY's Accounts Payable Department
at the time of requisition.
1) Grantee is in compliance with, and shall continue to comply in all material respects,
with all applicable laws, rules, regulations and orders affecting the Grantee and the
Project including but not limited to maintaining the Grantee's document vault on the
New York State Grants Reform Gateway (www.arantsreform.ny.aov).
m) The Grantee has obtained all necessary consents and approvals from the property
owner in connection with any work to be undertaken in connection with the Project.
r -
Updated 12-19-18 6
i
n) All contractors and vendors retained to perform services in connection with the
Project shall be authorized to do business in the State of New York and/or filed such
documentation, certifications, or other information with the State or County as
required in order to lawfully provide such services in the State of New York. In
addition, said contractor/vendors shall possess and maintain all professional licenses
and/or certifications required to perform the tasks undertaken in connection with the
Project.
o) Neither the Grantee nor any of the members of its Board of Directors or other
governing body or its employees have given or will give anything of value to anyone
to procure the Grant or to influence any official act or the judgment of any person in
the performance of any of the terms of this Agreement.
p) The Grant shall not be used in any manner for any of the,following purposes:
I
is political activities of any kind or nature, including, but not limited to, furthering
the election or defeat of any candidate for public, political or party office, or
for providing a forum for such candidate activity to promote the passage,
defeat, or repeal of any proposed or enacted legislation;
ii. religious worship, instruction or proselytizing as part of, or in connection with,
the performance of this Agreement;
iii. payments to any firm, company, association, corporation or organization in
which a member of the Grantee's Board of Directors or other governing body,
or any officer or employee of the Grantee, or a member of the immediate
family of any member of the Grantee's Board of Directors or other governing
body, officer, or employee of the Grantee has any ownership, control or
financial interest, including but not limited to an officer or employee directly or
indirectly responsible for the preparation or the determination of the terms of
the contract or other arrangement pursuant to which the proceeds of the
Grant are to be disbursed. For purposes of this paragraph, "ownership"
means ownership, directly or indirectly, of more than five percent (5%) of the
,. assets, stock, bonds or other dividend or interest-bearing securities; and
"control" means serving as a member of the board of directors or other
governing body, or as an officer in any of-the above; and
iv. payment to,any member of Grantee's Board of Directors or other governing
body of any fee, salary or stipend for employment or services, except as may
be expressly provided for in this Agreement.
q) The relationship of the Grantee (including, for purposes of this paragraph, its officers,
employees, agents and representatives) to DASNY arising out of this Agreement
shall be that of an independent contractor. The Grantee covenants and agrees that
it will conduct itself in a manner consistent with such status, that it will neither hold
itself out as, nor claim to be, an officer, employee, agent or representative of DASNY
or the State by reason hereof, and that it will not by reason thereof, make any claim,
demand or application for any right or privilege applicable to an officer, employee,
agent or representative of DASNY or the-State, including without limitation, worker's
compensation,coverage, unemployment insurance benefits, social security coverage
or retirement membership or credit.
Updated 12-19-18 7
r) The information contained in the Preliminary Application or Project Information Sheet
submitted by the,Grantee in connection with the,Project and the Grant, as such may
have been amended or supplemented and any supplemental documentation
requested by the State or DASNY in connection with the Grant, is incorporated
herein by reference in its entirety. In the event of,an inconsistency between the
descriptions, conditions, and terms of this'Agreement and those contained in the
Preliminary Application or Project Information Sheet, the provisions of this
Agreement shall govern. The Grantee hereby acknowledges that)DASNY has relied
on the statements and representations made by the Grantee in the Preliminary
Application or Project Information Sheet and any supplemental information in making
the Grant. The Grantee hereby represents and warrants that it has made no material
misstatement or omission of fact in the Preliminary Application or Project Information
Sheet, supplemental information, or otherwise-in connection with the Grant and that
the information contained in the Preliminary Application or Project Information Sheet
and supplemental information continues on the date hereof to be materially correct
and complete.
s) The Grantee hereby represents and warrants that it has made no material
misstatement or omission of fact in the Grantee Questionnaire ("GQ"), attached
-hereto as Exhibit C, or the Grantee's document vault in the New York State's Grants
Reform Gateway completed by the Grantee in connection with the Project and the
Grant, and that the responses in the GQ and the document vault continue on the
date hereof to be materially correct and complete. The Grantee hereby
acknowledges that DASNY has relied on the statements and representations made
by the Grantee in the GQ in making the Grant, and that the Grantee will be required
to reaffirm the information therein each time a requisition for grant funds is presented
to DASNY.
t) The Grantee is duly organized, validly existing and in good standing under the laws
of the State of New York, or is duly organized and validly existing under the laws of
another jurisdiction and is authorized to do business and is in good standing in the
State of New York and shall maintain its corporate existence in good standing in
each such jurisdiction for the term of this Agreement, and has,full power and
authority to execute and deliver the Agreement and to perform its obligations
thereunder;
u) The Grantee agrees to provide such documentation to DASNY as may be requested
by DASNY in its sole and absolute discretion to support a requisition for payment, to
determine compliance by the Grantee with the terms of this Agreement or otherwise
reasonably requested by DASNY in connection with the Grant, and further
acknowledges that if documentation requested in connection with a requisition for
payment does not, in the sole and absolute discretion of DASNY, provide adequate
support for the costs requested, that such requisition request shall be denied and
payment shall not be made to the Grantee.
v)_ The Agreement was duly authorized, executed and delivered by the Grantee and is
binding on and enforceable against_the Grantee in accordance with its terms.
9. , Default and Remedies
a) Each of the following shall constitute a default by the Grantee under this Agreement:
Updated 12-19-18 8
i. Failure to perform or observe any obligation, warranty or covenant of the,
Grantee contained herein, or the failure by the Grantee to perform the
requirements herein to the reasonable satisfaction of DASNY and within the
time frames established therefor under this Agreement.
ii. Failure to comply with any request for information reasonably made by
DASNY to determine compliance by the Grantee with the terms of this
Agreement or otherwise reasonably requested by DASNY in connection with
the Grant.
iii. The making by the Grantee of any false statement or the omission by the
Grantee to state any material fact in or in connection with this Agreement or
the Grant, including information provided in the Preliminary Application or
Project Information Sheet or in any supplemental information that may be
requested by the State or DASNY.
iv. The Grantee shall (A) be generally not paying its debts as they become due,
(B)file, or consent by answer or otherwise to the filing against it of, a petition
under the United States Bankruptcy Code or under any other bankruptcy or
insolvency law of any jurisdiction, (C) make a general assignment for the
benefit of its general creditors, (D) consent to the appointment of a custodian,
receiver, trustee or other officer with similar powers of itself or of any—
substantial part of its property, (E) be adjudicated insolvent or-be liquidated or
(F) take corporate action for the purpose of any of the foregoing.
v. An order of a court having jurisdiction shall be made directing the sale,
disposition or distribution of all or substantially all of the property belonging to
the Grantee, which order shall remain undismissed or unstayed for an
aggregate of thirty (30) days.
vi. The Grantee abandons the Project prior to its completion.
vii. The Grantee is found to have falsified or modified any documents submitted
in connection with this grant, including but not limited to invoice, contract or
payment documents submitted in connection with a'Grantee's request for
payment/reimbursement.
viii. Utilizing the Grant funds paid to the Grantee pursuant to Section 5(b)for any
purpose other than paying the contractors and/or vendors identified in the
requisition documentation in the,amounts set forth in the requisition.
b) Upon the occurrence of a default by the Grantee and written notice by DASNY
indicating the nature of the default, DASNY shall have the right to terminate this
Agreement.
c) Upon any such termination, DASNY may withhold any Grant proceeds not yet
disbursed and may require repayment of Grant proceeds already disbursed. If
DASNY determines that any Grant proceeds had previously been released based
upon fraudulent representations or other willful misconduct, DASNY may require
repayment of those funds and may refer the matter to the appropriate authorities for
Updated 12-19-18 9
prosecution. DASNY shall be entitled to exercise any other rights and seek any
other remedies provided by law.
10. Term of Agreement
Notwithstanding the provisions of Section 9 hereof, this Agreement shall terminate three
(3) years after the latest date set forth on the front page hereof without any further notice
to the Grantee. DASNY, in its sole discretion, may extend the term of this Agreement
upon a showing by the Grantee that the Project is under construction and is expected to
be completed within the succeeding twelve (12) months. All requisitions must be
submitted to DASNY in proper form prior to the termination date in order to be
reimbursed.
11. Project Audit
DASNY shall, upon reasonable notice, have the right to conduct, or cause to be
conducted, one or more audits, including field inspections, of the Grantee to assure that
the Grantee is in compliance with this Agreement. This right to audit shall continue for
six (6) years following the completion of the Project or earlier termination of this
Agreement.
12. Survival of Provisions
The provisions of Sections 3, 7, 8(o), 8(p) and 11 shall survive the expiration or earlier
termination of this Agreement.
13. Notices
Each notice, demand, request or other communication required or otherwise permitted
hereunder shall be in writing and shall be effective upon receipt if personally delivered or
sent by any overnight service or three (3) days after dispatch by certified mail, return
receipt requested, to the addresses set forth on this document's cover page.
14.Assignment
The Grantee may not assign or transfer this)Agreement or any of its rights hereunder.
15. Modification
This Agreement may be modified only by a written instrument executed by the party
against whom enforcement of such modification is sought.
16. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of the
State of New York. This Agreement shall be construed without the aid of any
presumption or other rule of law regarding construction against the party drafting this
Agreement or any part of it. In case any one or more of the provisions of this Agreement
shall for any reason be held to be invalid, illegal or unenforceable in any respect, such
invalidity, illegality or unenforceability shall not affect any other provision hereof and this
Agreement shall be construed as if such provision(s) had never been contained herein.
Updated 12-19-18 10
N
17. Confidentiality of Information
Any information contained in reports made to DASNY or obtained by DASNY as a result
of any audit or examination of Grantee's documents or relating to trade secrets,
operations and commercial or financial information, including but not limited to the
nature, amount or source of income, profits, losses, financial condition, marketing plans,
manufacturing processes, production costs, productivity rates, or customer lists,
provided that such information is clearly marked "confidential" by the Grantee that
concerns or relates to trade secrets, operations and commercial or financial information,
including but not limited to the nature, amount or source of income, profits, losses or
expenditures, financial condition, marketing plans, manufacturing processes, production
costs, productivity rates, or customer lists, which is determined by DASNY to be exempt ?
from public disclosure under the Freedom of Information Law, shall be'considered
business confidential and is not to be released to anyone, except DASNY and staff
directly involved in assisting the Grantee, without prior written authorization from the
Grantee, as applicable. Notwithstanding the foregoing, DASNY will not be liable for any
information disclosed, in DASNY's sole discretion, pursuant to the Freedom of
Information Law, or which DASNY is required to disclose pursuant to legal process.
18. Executory Clause
This Agreement shall be deemed executory to the extent of,monies available for the
SAM Program to DASNY.
Updated 12-19-18 11
I
Town of Southold
Fishers Island Resurfacing
Project ID 12763
J
This agreement is entered into as of the latest date written below:
GRANTEE: TOWN OF SOUTHOLD
r
(Signature of Grantee Authorized Officer)
< -� A . . Supervisor
(Printed Name and Title)
Date:
DORMITORY AUTHORITY OF THE STATE OF NEW YORK
r
Z� J
(Signature of DASNY AulYiorized Officer)
(Printed Name)
Date:
Updated 12-19-18 12
GRANT DISBURSEMENT AGREEMENT
EXHIBITS
EXHIBIT A Project Budget
EXHIBIT B Opinion of Counsel
EXHIBIT C Grantee Questionnaire "
EXHIBIT D Disbursement Terms
EXHIBIT E Payment Requisition Form and Dual Certification
EXHIBIT E-1 Payment Requisition Cover Letter
EXHIBIT E-2 Payment Requisition Back-up Summary
EXHIBIT F Non-Discrimination and Affirmative Action Policy
Updated 12-19-18 13
EXHIBIT A: Project Budget
Town of Southold
Fishers Island Resurfacing
Project ID 12763
_ t
USE OF FUNDS TIMELINE SOURCES
Anticipated Dates** DASNY In-Kind/Equity/Sponsor Other Sources
Share
Project Description* Start End Amount Source Amount Entity Name Amount Total
Name
DOT —
Fishers Island ; 05/01/2019 10/01/2019 $100,000 CHIPS $790 $100,790
Resurfacing
* Please note that the Project Description as set forth in this column must summarize the scope of the Eligible Expenses set forth in the
Preliminay Application or Project Information Sheet as per Section 2(a) of this Agreement for which reimbursement or payment on
invoice will be sought. Please ensure that the Project Description is an appropriate summary of the Eligible Expenses for which grantee
will be submitting for requisition. The failure to ensure all Eligible Expenses are consistent with the project description may delay
payment.'-
Please
ayment.'Please be sure to complete the anticipated start and end dates in the Project schedule above before returning to DASNY.
Updated 12-19-18 14
WILLIAM McQUAID DUFFY SCOTT A.RUSSELL
TOWN ATTORNEY ®�®f 3®U� Supervisor
bill.duffy@town.southold.ny.us
DAMON A. HAGAN Town Hall Annex, 54375 Route 25
.1� y�
ASSISTANT TOWN ATTORNEY T P.O.Box 1179
CA Aw Southold,New York 11971-0959
damonh@southoldtownny.gov G S Q
Telephone (631) 765-1939
®yc®U ,� Facsimile(631) 765-6639
OFFICE OF THE TOWN ATTORNEY
TOWN OF SOUTHOLD
March 27, 2019
DASNY
515 Broadway
Albany,NY 12207
ATTN: Michael E. Cusack, General Counsel
RE: State and Municipal Facilities Program ("SAM") Grant
Fishers Island Resurfacing
Project ID 12763
Ladies and Gentlemen:
I have acted as counsel to the Town of Southold(the"Grantee") in connection with the Project
referenced above. In so acting, I have reviewed a certain Grant Disbursement Agreement
between you and the Grantee, executed by the Grantee on March 26, 2019 (the"Agreement")
and such other documents as I consider necessary to render the opinion expressed hereby.
Based on the foregoing, I am of the opinion that:
1. The Grantee is duly organized, validly existing and in good standing under the laws of
the State of New York, and has full power and authority to execute and deliver the
Agreement and to perform its obligations thereunder; and
2. The Agreement was duly authorized, executed and delivered by the Grantee and is
binding on and enforceable against the Grantee in accordance with its terms.
Very Truly Yours,
William M. Duffy, Vq.
Southold Town Attorney
14
EXHIBIT C: Grantee (questionnaire
PLEASE READ THE FOLLOWING:
1) If a completed Grantee Questionnaire is inserted as Exhibit C in this GDA you -
acknowledge the following:
• This inserted Grantee Questionnaire is an accurate and true copy of such previously
submitted DASNY Grantee Questionnaire.
• The Grantee certifies that there has been no material change in the information an
any of the responses in the Grantee Questionnaire.
2) If a new Grantee Questionnaire is requested*, answer all questions and append any
needed attachments. Authorized Signatures must be original and each authorized
signature notarized individually by a registered New York State Notary Public.
In addition, DASNY will not accent the Grantee Questionnaire if the notary's dates fall
after the date the Authorized Officer signed the GDA on nape 12.
Note: If the Grantee Questionnaire is more than a year old when you return the GDA,
DASNY may require you to fill out a new Grantee Questionnaire which may delay the
GDA execution process.
*If you need a new Grantee Questionnaire please email Grants(CDdasny.org to request a
fill-in template of the Grantee Questionnaire.
Updated 12-19-18 16
1 T
D A S ISI Y I -WE-FIN-ANGE,BUILD AND DELIVER.
DORMITORY AUTHORITY STATE OF NEW YORK
Grant Programs
Grantee Questionnaire
THIS QUESTIONNAIRE MUST BE COMPLETED IN FULL BEFORE DASNY WILL
PROCESS YOUR GRANT APPLICATION
If you have previously submitted a Grantee Questionnaire in the past six (6) months and there are no
changes since your last submission, please attach a signed and notarized Affidavit of No Change Form
along with your most recent copy of the previously submitted Grantee Questionnaire.The Form is attached
to the back of this document.
SECTION I: GENERAL INFORMATION ,1
1. GRANTEE(LEGALLY INC.NAME): Iy O/" SOU�I�IOL�
2. FEDERAL EMPLOYER ID NO.(FEIN): I`— 600 031
3. DB/A—DOING BUSINESS AS(IF APPLICABLE):
CouNTYFILED: Sofro[./<
4. WEBSITEADDRESS(IF APPLICABLE): (.0 Lok), S401A&b7OW1J 10 • GOV
5. BUSINESS E-MAIL ADDRESS: V I Pc6,U-r C)R. �Ib..J 0 �, 76W)0 •.Sdc77f�OL�•j� S
6. PRINCIPAL PLACE OF BUSINESS ADDRESS: 6195 1Percwic L& 6 PE<dmK I N►� IIQ
7. TELEPHONE NUMBER: I` $1 yb 7. FAx NUMBER: 1-250
8. DOES THE GRANTEE USE,OR HAS IT USED IN THE PAST FIVE(5)YEARS,ANY OTHER BUSINESS NAME,FEIN,
OR D/B/A OTHER THAN WHAT IS LISTED IN QUESTIONS 1-4 ABOVE? rI���
ElI!'YES 1 0
If yes, provide the name(s), FEIN(s) and d/b/a(s) and the address for each such entity on a
separate piece of paper and attach to this questionnaire.
9. AUTHORIZED CONTACT:
NAME: Jr NcCp7 0ktAot�-o
TITLE: SUt e!Z I L76dt4d�P7 aF l�r4Mg-4�
TELEPHONENUMBER: 6-si- /bJ- 3/4O FAxNUMBER: 631- 91�t //)36
E-MAIL: 7 wN •SdJ-fA".' j •05
10. HOW MANY YEARS HAS THIS GRANTEE BEEN IN BUSINESS?
Page 1 of 8
7/9/18
Grantee FEIN:
• 4
11. TYPE OF BUSINESS (PLEASE CHECK APPROPRIATE BOX):
a) ❑ BUSINESS CORPORATION-
b) ❑ PUBLIC RESEARCH INSTITUTION
C) ❑ ACADEMIC RESEARCH INSTITUTION
d)❑ NOT-FOR-PROFIT RESEARCH INSTITUTION
e) ❑ NOT-FOR-PROFIT CORPORATION CREATED ON BEHALF OF
A PUBLIC,NOT-FOR-PROFIT PRIVATE OR ACADEMIC RESEARCH INSTITUTION
f) ❑ NOT-FOR-PROFIT CORPORATION CHARITIES REGISTRATION NUMBER:
g) 4'-'JZcIPALITY`DEVELOPMENT CORPORATION OR INDUSTRIAL DEVELOPMENT AGENCY
h)
1) ❑ UNIVERSTTY/EDUCATIONAL ORGANIZATION
j) ❑ OTHER—SPECIFY
12. PLEASE INDICATE WHETHER YOU BELIEVE THAT ANY OF THE INFORMATION SUPPLIED HEREIN IS
CONFIDEq4 AND SHOULD BE EXEMPT FROM DISCLOSURE UNDER THE FREEDOM OF INFORMATION LAW:
❑YEs 21NO
IF YOU CHECKED"YES"YOU MUST IDENTIFY THE INFORMATION YOU FEEL IS CONFIDENTIAL BY
PLACING AN ASTERISK IN FRONT OF THE APPROPRIATE QUESTION NUI%MER(S)AND YOU ARE
REQUESTED TO ATTACH AN ADDITIONAL SHEET(S)UPON WHICH THE BASIS FOR SUCH CLAIM(S)IS
EXPLAINED.
YOU MAY ALSO REQUEST THAT THE CONFIDENTIAL DOCUMENTATION BE REVIEWED AND RETURNED
TO YOU AND NOT RETAINED BY THE AUTHORITY. PLEASE BE ADVISED,HOWEVER,THAT THE
AUTHORITY MUST COMPLY IN ALL RESPECTS WITH THE FREEDOM OF INFORMATION LAW.
l
Page 2'of 8
' 7/9/18 '
f ~
SECTION n: GRANTEE CERTIFICATION AS TO PUBLIC PURPOSE
A. DEFINITIONS
AS USED HEREIN IN THIS GRANT PROGRAMS GRANTEE QUESTIONNAIRE:
1. "AFFILIATE"MEANS ANY PERSON OR ENTITY THAT DIRECTLY OR INDIRECTLY CONTROLS OR IS CONTROLLED
1
BY ORIS UNDER COMMON CONTROL OR OWNERSHIP WITH THE GRANTEE.
2. "GRANTEE" MEANS THE.,PARTY OR PARTIES RECEIVING FUNDS PURSUANT TO THE TERMS OF A GRANT
DISBURSEMENT AGREEMENT("GDA")TO BE ENTERED INTO BETWEEN THE GRANTEE AND DASNY OR
THEIR EMPLOYEES AND AFFILIATES.
3. "GRANT-FUNDED PROJECT"MEANS THE WORK THAT WILL BE FULLY OR PARTIALLY PAID FOR WITH THE
PROCEEDS OF THE GRANT, AS DESCRIBED IN THE PRELIMINARY APPLICATION, PROJECT INFORMATION
r SHEET AND THE GDA,AND INCLUDES,BUT IS NOT LIMITED T0,ARCHITECTURAL,ENGINEERING AND OTHER
PRELIMINARY PLANNING COSTS,CONSTRUCTION,FURNISHINGS AND EQUIPMENT.
4. "RELATED PARTY"MEANS:(I)THE PARTY'S SPOUSE,(II)NATURAL OR ADOPTED DESCENDANTS OR STEP-
CHILDREN OF THE PARTY OR OF THE SPOUSE,(III)ANY NATURAL OR ADOPTED PARENT OR STEP-PARENT OR
ANY NATURAL,ADOPTED,OR STEP-SIBLING OF THE PARTY OR OF THE SPOUSE,(IV)THE SON-IN-LAW,
DAUGHTER-IN-LAW,BROTHER-IN-LAW,SISTER-IN-LAW,FATHER-IN-LAW OR MOTHER-IN-LAW OF THE PARTY
OR OF THE SPOUSE,(V)ANY PERSON SHARING THE HOME OF ANY OF THE PARTY OR OF THE SPOUSE,(VI)ANY
PERSON WHO HAS BEEN A STAFF MEMBER,EMPLOYEE,DIRECTOR,OFFICER OR AGENT OF THE PARTY WITHIN
TWO(2)YEARS OF THE DATE OF THIS GRANTEE QUESTIONNAIRE, AND(VII)AFFILIATES OR
SUBCONTRACTORS OF THE PARTY.
5. "SPONSORING MEMBER(S)" MEANS THE ASSEMBLY MEMBER OR STATE SENATOR WHO SPONSORED,
ARRANGED FOR AND/OR PROCURED THE GRANT.IN ADDITION,"SPONSORING MEMBER(S)"SHALL INCLUDE
THE GOVERNOR WHEN APPROPRIATE AS LISTED HEREIN.
v
B. GRANT AWARD
1. HAS THE GRANTEE OR ANY OF THE GRANTEE'S RELATED PARTIES PAID ANY THIRD�PARTY OR AGENT,EJFHER
DIRECTLY OR INDIRECTLY,TO AID IN THE SECURING OF THIS GRANT? ❑YES YNNO
IF ANSWER IS"YES" PLEASE EXPLAIN:
2. HAS THE GRANTEE OR ANY OF THE GRANTEE'S RELATED PARTIES AGREED TO SELECT SPECIFIC
CONSULTANTS, CONTRACTORS, SUPPLIERS OR VENDORS TO PROVIDE GOODS OR SERVICES IN CONNEON
WPfH THE GRANT-FUNDED PROJECT AS A CONDITION OF RECEIVING THE GRANT? ❑YES ErNo
IF ANSWER IS"YES",PLEASE EXPLAIN:
3. WILL ALL CONSULTANTS, CONTRACTORS, SUPPLIERS AND VENDORS SELECTED TO PROVIDE GOODS OR
SERVICES IN CONNECTION WITH THE GRANT FUNDED PROJECT BE CHOSEN SIN ACCORDANCE WITH THE
GRANTEE'S CONFLICT OF INTERESTS POLICY, OR IF CONSULTANTS, SUPPLIERS AND VENDORS RETAINED IN
CONNECTION WITH THE GRANT FUNDED PROJECT HAVE ALREADY BEEN SELECTED, WAS YIE SELECTION
UNDERTAKEN IN ACCORDANCE WITH THE GRANTEES CONFLICT OF INTEREST POLICY? lifYES ONO
IF GRANTEE'S GOVERNING BOARD HAS NOT ADOPTED A CONFLICT OF INTERESTS POLICY,PLEASE
STATE NONE.
IF ANSWER IS"NO",PLEASE EXPLAIN:
7/9/18 Page 3 of 8
4. DOES THE SPONSORING MEMBER(S) OR ANY RELATED PARTIES TO SPONSORING MEMBER(S) HAVE ANY
FINANCIAL INTEREST,DIRECT OR INDIRECT,IN THE GRANTEE OR IN ANY OF THE GRANTEE'S EQUITY OWNERS,OR
WILL THE SPONSORING MEMBERS OR ANY RELATED PARTIES TO SPONSORING MEMBERS RECEIVE ANY
FINANCIAL BENEFIT,EITHER DIRECY OR INDIRECTLY,FROM THE PROJECT FUNDED IN WHOLE OR IN PART WITH
GRANTPROCEEDS? ❑YES LJ iVo
IF THE ANSWER IS"YES",PLEASE PROVIDE DETAILS IN SEPARATE APPENDIX ATTACHED TO THIS
CERTIFICATION.
SECTION III: DUE DILIGENCE QUESTIONS
1. DOES THE GRANTEE POSSESS ALL CERTIFICATIONS, LICENSES, PERMITS, APPROVALS, OR OTHER
AUTHORIZATIONS ISSUED BY ANY LOCAL, STATE, OR FEDERAL GOVERNMENTAL ENTITY IN CONNECTION WITH
THE PROJECT,GRANTEE'S SERVICES,OPERATIONS,BUSINESS,OR ABILITY TO CONDUCT ITS ACTIVITIES? PLEASE
NOTE THIS DOES NOT INCLUDE CONSTRUCTION RELATED ACTIVITIES SUCH AS BUILDING PERMITS AND
CEER71tATES OF OCCUPANCY.
YES ❑No
IF THE ANSWER IS "NO",PLEASE SET FORTH ON A SEPARATE DOCUMENT ATTACHED HERETO THE
CERTIFICATIONS, LICENSES, PERMITS, APPROVALS, OR OTHER AUTHORIZATIONS THAT ARE
REQUIRED AND THE DATE(S) THAT SUCH CERTIFICATIONS, LICENSES, PERMITS, APPROVALS, OR
OTHER AUTHORIZATION IS EXPECTED.
2. ON A SEPARATE DOCUMENT ATTACHED HERETO,LIST ALL CONTRACTS THE GRANTEE HAS ENTERED INTO WITH
ANY NEW YORK STATE AGENCY, PUBLIC AUTHORITY, OR OTHER QUASI-STATE ENTITY, IN THE PAST FIVE (5)
YEARS. PLEASE LIST THE NAME,ADDRESS AND CONTACT PERSON FOR THE CONTRACTING ENTITY,AS WELL AS
THE CONTRACT EFFECTIVE DATES. ALSO PROVIDE STATE CONTRACT IDENTIFICATION NUMBER,IF KNOWN. ❑ N/A
3. WITHIN THE PAST FIVE(5)YEARS,HAS THE GRANTEE,ANY PRINCIPAL,OWNER,DIRECTOR,OFFICER,MAJOR
STOCKHOLDER(10%OR MORE OF THE VOTING SHARES FOR PUBLICLY TRADED COMPANIES,25%OR MORE OF THE
SHARES FOR ALL OTHER COMPANIES), RELATED COMPANY OR AFFILIATE BEEN THE SUBJECT OF ANY OF THE
FOLLOWING:
(a) A JUDGMENT OR CONVICTION FOR ANY BUSINESS RELATED CONDUCT CONSTITUTING A CRIME�
UNDER FEDERAL,STATE OR LOCAL GOVERNMENT LAW? ❑YES LS IV o
(b) BEEN SUSPENDED,DEBARRED OR TERMINATED BY A LOCAL,STATE OR FEDERAL AUTHORITY
CONNECTION WITH A CONTRACT OR CONTRACTING PROCESS? El YES R NO
(c) BEEN DENIED AN AWARD OF A LOCAL,STATE OR FEDERAL GOVERNMENT CONTRACT,HAD A
CONTRACT SUSPENDED OR HAD A CONTRACT TERMINATED FOR NON-RESPONSIBILITY?
❑YES V No
(d) HAD A LOCAL,STATE,OR FEDERAL GOVERNMENT CONTRACT SUSPENDED OR TERMINATEDFW
CAUSE PRIOR TO THE COMPLETION OF THE TERM OF THE CONTRACT? ❑YES RAJ NO
(e) A CRIMINAL INVESTIGATION OR INDICTMENT FOR ANY BUSINESS RELATED CONDUCT CONSG
A CRIME UNDER FEDERAL,STATE OR LOCAL GOVERNMENT? ❑YES ZNO
(f) AN INVESTIGATION FOR A CIVIL VIOLATION FOR ANY BUSINESS RELATED CONDUCT BY ANY
FEDERAL,STATE OR LOCAL AGENCY? ❑YES No
Page 4 of 8
7/9/18
1 • r ,
Section III: Due Diligence Questions
#2. List all contracts: `
The Town of Southold has entered into numerous contracts with New York State a list could be provided
upon request.
i
1
(g) AN UNSATISFIED JUDGMENT,INJUNCTION OR LIEN FOR ANY BUSINESS RELATED CONDUCT
OBTAINED BY ANY FEDERAL STATE OR LOCAL GOVERNMENT AGENCY INCLUDING,BUT NOT
LIMITED TO,JUDGMENTS BASED ON TAXES OWED AND FINES AND PENALTIES ASSESSED BY
FEDERAL,STATE OR LOCAL GOVERNMENT AGENCY? ❑YES ZNo
(h) A GRANT OF IMMUNITY FOR ANY BUSINESS-RELATED CONDUCT CONSTITUTING A CRM4RUNDER
FEDERAL,STATE OR LOCAL LAW INCLUDING,BUT NOT LIMITED TO ANY CRIME RELATED TO
TRUTHFULNESS AND/OR BUSINESS CONDUCT? ElYES �NO
(i) AN ADMINISTRATIVE PROCEEDING OR CIVIL ACTION SEEKING SPECIFIC PERFORMANCE OR
RESTITUTION IN CONNECTION WITH ANY FEDERAL,STATE OR LOCAL CONTRACT OR LEASE?
❑YES 5�No
(j) THE WITHDRAWAL,TERMINATION OR SUSPENSION OF ANY GRANT OR OTHER FINANCIAL SUPPORT
BY ANY FEDERAL,STATE,OR LOCAL AGENCY,ORGANIZATION OR FOUNDATION?
❑YES dNo
(k) A SUSPENSION OR REVOCATION OF ANY BUSINESS OR PROFESSIONAL LICENSE HELD BY THE
GRANTEE,A CURRENT OR FORMER PRINCIPAL,DIRECTOR,OR OFFICER OF THE GRANTEE,OR ANY
MEMBER OF THE ANY CURRENT OR FORMER STAFF OF THE GRANTEE? ❑YES [VNO
(1) A SANCTION IMPOSED AS A RESULT OF JUDICIAL OR ADMINISTRATIVE PROCEEDINGS RELATIVE TO
ANY BUSINESS OR PROFESSIONAL LICENSE? El YES ZNO
(m) A CONSENT ORDER WITH THE NEW YORK STATE DEPARTMENT OF ENVIRONMENTAL
CONSERVATION,OR A FEDERAL,STATE OR LOCAL GOVERNMENT ENFORCEMENT DETERMN TION
INVOLVING A VIOLATION OF FEDERAL,STATE OR LOCAL LAWS? ❑YES YNo
(n) A CITATION,NOTICE,VIOLATION ORDER,PENDING ADMINISTRATIVE HEARING OR PROCEEDING OR
DETERMINATION FOR VIOLATIONS OF:
- FEDERAL,STATE OR LOCAL HEALTH LAWS,RULES OR REGULATIONS ❑YES Ef No
- UNEMPLOYMENT INSURANCE OR WORKERS'COMPENSATION ❑YES ld1NO
- COVERAGE OR CLAIM REQUIREMENTS ❑YES dNO
- ERISA(EMPLOYEE RETIREMENT INCOME SECURITY ACT) ❑YES L"I NO
- FEDERAL,STATE OR LOCAL HUMAN RIGHTS LAWS ❑YES IJ NO
- FEDERAL INS(IMMIGRATION AND NATURALIZATION SERVICE)AND
ALIENAGE LAWS,SH RMAN ACT OR OTHER FEDERAL ANTI-TRUST LAWS ❑YES gNO
- A FEDERAL,STATE,OR LOCAL DETERMINATION OF A WILLFUL VIOLATION
OF ANY PUBLIC WORKS OR LABOR LAW OR REGULATION? ❑YES dNO
- AN OCCUPATIONAL SAFETY AND HEALTH ACT CITATION AND
NOTIFICATION OF PENALTY CONTAINING A VIOLATION CLASSIFIED
AS SERIOUS OR WILLFUL? ❑YES L NO
FOR EACH YES ANSWER TO QUESTIONS 3A-N, PROVIDE DETAILS ON ADDITIONAL SHEETS REGARDING
THE FINDING,INCLUDING BUT NOT LIMITED TO CAUSE,CURRENT STATUS,RESOLUTION,ETC.
1
Page 5 of 8
7/9/18,
4. DURING THE PAST THREE(3)YEARS,HAS THE GRANTEE FAILED TO:
(a-1) FILE ANY RETURNS,INCLUDING,IF APPLICABLE,FEDERAL FORM 99o,WITH ANY FEDERAL,STATE OR
LOCAL GOVERNMENT ENTITY'? ❑YES Ev NO
IF YES,IDENTIFY THE RETURN THAT WAS NOT FILED,THE TYPE OF FORM,THE YEAR(S)IN WHICH THE REQUIRED
RETURN WAS NOT FILED,AND THE REASON WHY THE RETURN WAS NOT FILED:
(a-2) PAY ANY APPLICABLE FEDERAL,STATE,OR LOCAL GOVERNMENT TAXES? ❑YES LTJ NO
IF YES,IDENTIFY THE TAXING JURISDICTION,TYPE OF TAX,LIABILITY YEARS)AND TAX LIABILITY AMOUNT
THE GRANTEE FAILED TO PAY AND THE CURRENT STATUS OF THE LIABILITY
(b) FILE RETURNS OR PAY NEW YORK STATE UNEMPLOYMENT INSURANCE? ❑YES UNO
IF YES, INDICATE THE YEARS THE GRANTEE FAILED TO FILE/PAY THE INSURANCE AND THE CURRENT
STATUS OF THE LIABILITY:
(C) FILE DOCUMENTATION REQUESTED BY ANY REGULATING ENTITY SET FORTH IN SECTION III,QUESTION 1
ABOVE,WITH THE ATTORNEY GENERAL OF THE STATE OF NEW YORK,OR WITH ANY OTHER LOC
STATE,OR FEDERAL ENTITY THAT HAS MADE A FORMAL REQUEST FOR INFORMATION? ❑YES MNo
IF YES, INDICATE THE YEARS THE GRANTEE FAILED TO FILE THE REQUESTED INFORMATION AND THE
CURRENT STATUS OF THE MATTER:
5. HAVE ANY BANKRUPTCY PROCEEDINGS BEEN INITIATED BY OR AGAINST THE GRANTEE,
RELATED ORGANIZATIONS, ENTITIES OR ITS AFFILIATES WITHIN THE PAST SEVEN (7) YEARS (WHETHER��R
NOT CLOSED) OR IS ANY BANKRUPTCY PROCEEDING PENDING BY OR AGAINST THE GRANTEE, RELlIITED
ORGANIZATIONS,ENTITIES OR ITS AFFILIATES,REGARDLESS OF THE DATE OF FILING? ❑YES ®®NO
IF YES,INDICATE IF THIS IS APPLICABLE TO THE SUBMITTING GRANTEE OR ONE OF ITS AFFILIATES:
IF IT IS AN AFFILIATE, RELATED ORGANIZATION OR ENTITY, INCLUDE THE AFFILIATE'S NAME AND
FEIN:
PROVIDE THE COURT NAME,ADDRESS AND DOCKET NUMBER:
INDICATE IF THE PROCEEDINGS HAVE BEEN INITIATED, REMAIN PENDING OR HAVE BEEN
CLOSED:
IF CLOSED,PROVIDE THE DATE CLOSED:
7/9/18 Page 6 of 8
CERTIFICATION
THE GRANTEE CERTIFIES THAT ALL FUNDS THAT WILL BE EXPENDED PURSUANT TO THE TERMS OF THE
GDA TO BE ENTERED INTO BETWEEN DASNY AND THE GRANTEE ARE TO BE USED SOLELY AND DIRECTLY
FOR THE PUBLIC PURPOSE OR PUBLIC PURPOSES DESCRIBED IN THE PRELIMINARY APPLICATION,PROJECT
INFORMATION SHEET AND GDA. THE GRANTEE FURTHER CERTIFIES THAT ALL SUCH FUNDS WILL BE USED
SOLELY IN THE MANNER DESCRIBED IN THE PRELIMINARY APPLICATION,PROJECT INFORMATION SHEET,
AND ,GDA. THE GRANTEE FURTHER CERTIFIES THAT IT WILL UTILIZE THE REAL PROPERTY,
EQUIPMENT, FURNISHINGS, AND OTHER CAPITAL COSTS PAID FOR WITH'GRANT PROCEEDS UNTIL SUCH
TIME AS THE GRANTEE REASONABLY DETERMINES THAT SUCH REAL PROPERTY, EQUIPMENT,
FURNISHINGS AND OTHER CAPITAL COSTS ARE NO LONGER REASONABLY NECESSARY OR USEFUL TO
FURTHER THE PUBLIC PURPOSE FOR WHICH THE GRANT WAS MADE.
THE UNDERSIGNED RECOGNIZES THAT THIS QUESTIONNAIRE IS SUBMITTED FOR THE EXPRESS PURPOSE OF
INDUCING DASNY TO MAKE PAYMENT TO THE GRANTEE FOR SERVICES RENDERED BY THE UNDERSIGNED
AND THAT DASNY MAY IN ITS DISCRETION,BY MEANS WHICH IT MAY CHOOSE,DETERMINE THE TRUTH
AND ACCURACY OF ALL STATEMENTS MADE HEREIN. THE UNDERSIGNED FURTHER ACKNOWLEDGES
THAT INTENTIONAL SUBMISSION OF FALSE OR MISLEADING INFORMATION MAY CONSTITUTE A FELONY
UNDER PENAL LAW SECTION 210.40 OR A MISDEMEANOR UNDER PENAL LAW SECTION 210.35 OR
SECTION 210.45,AND MAY ALSO BE PUNISHABLE BY A FINE OF UP TO$10,000 OR IMPRISONMENT OF UP TO
FIVE YEARS UNDER 18 U.S.C. SECTION 1001;AND STATES THAT THE INFORMATION SUBMITTED IN THIS
QUESTIONNAIRE AND ANY ATTACHED PAGES IS TRUE,ACCURATE AND COMPLETE.
THE UNDERSIGNED ALSO CERTIFIES THAT S/HE HAS NOT ALTERED THE CONTENT OF THE QUESTIONS IN
THE QUESTIONNAIRE IN ANY MANNER; HAS READ AND UNDERSTANDS ALL OF THE ITEMS CONTAINED IN
THE QUESTIONNAIRE AND ANY ATTACHED PAGES; HAS SUPPLIED FULL AND COMPLETE RESPONSES TO
EACH ITEM THEREIN TO THE BEST OF HIS/HER KNOWLEDGE, INFORMATION AND BELIEF; IS
KNOWLEDGEABLE ABOUT THE SUBMITTING GRANTEE'S BUSINESS AND OPERATIONS;UNDERSTANDS THAT
DASNY WILL RELY ON THE INFORMATION SUPPLIED IN THIS QUESTIONNAIRE WHEN ENTERING INTO A
CONTRACT WITH THE GRANTEE;AND IS UNDER DUTY TO NOTIFY DASNYOF ANY MATERIAL CHANGES
TO THE GRANTEE'S RESPONSES HEREIN UNTIL SUCH TIME AS THE GRANT PROCEEDS HAVE BEEN FULLY
PAID OUT 39 GRANTEE. hll� P,
Signa e of Authorized Officer Signature of Chair of the Board of Grantee
(or other Authorized Officer)
�_Q �� lu 11��rn �
Printed Name of Authorized OfficerPrint Name of Chair of the Board of Grantee
(or other Authorized Officer)'
Title of Authorized Officer
Sworn to before me thiV% day Swom to before me this,day
of Wiral ,201_, of� 2019.
rt"Al A _ W � o.
'Notary Public Not Public
MICHELLE L TOMASZEWSKI
N14.STANDISH NOTARY PUBLIC-STATE OF NEW YORK
719/18 State of New York No.01 T06156671 Page 7 of 8
,frtST6164008 Qualified in Suffolk County Print Form
dlti Suffolk County
—
�-pires April My Commission Expires 11-27-2022
EXHIBIT D: Disbursement Terms
Town of Southold
Fishers Island Resurfacing `
Project ID 12763
Subject to the terms and conditions contained in this Agreement, DASNY shall disburse the
Grant to the Grantee as follows:
Standard,Reimbursement
DASNY shall make payment to the Grantee, no more frequently than monthly, based
upon Eligible Expenses (as set forth and in accordance with the schedule in Exhibit A) actually
incurred by the Grantee, in compliance with Exhibit A and upon presentation to DASNY of the
Payment Requisition Forms attached to this Agreement as Exhibit E and its attachments,
together with such supporting documentation as DASNY may require in order to clearly
demonstrate that Eligible Expenses were actually incurred by the Grantee in connection with
the Project described herein. Payment shall be made by reimbursement, subject to the terms
and conditions of Sections 4 and 5(a) of this Agreement; by payment on invoice subject to the
terms and conditions of Sections 4 and 5(b) of this Agreement; or, for real property acquisition,
subject to the"terms and conditions of Sections 4 and 5(c) of this Agreement.
Supporting documentation acceptable to DASNY must be provided prior to payment,
including invoices and proof of payment in a form acceptable to DASNY. If the fronts and backs
of canceled checks cannot be obtained from the Grantee's financial institution, a copy of the
front of the check must,be provided, along with a copy of a bank statement clearly showing that
payment was made by the Grantee to the contractor. DASNY reserves the right to request
additional supporting documentation in connection with requests for payment, including the
backs of canceled checks, certifications from contractors or vendors, or other documentation to
verify that grant funds are properly expended. Please note that quotes, proposals, estimates;
purchase orders, and other such documentation do NOT qualify as invoices.
The Grantee agrees to provide such documentation to DASNY as may be requested by
DASNY in its sole and absolute discretion to support a requisition for payment, to determine
compliance by the Grantee with the terms of this Agreement or otherwise reasonably
requested by DASNY in connection with the Grant, and further acknowledges that if
documentation requested in connection with a requisition for payment does not, in the sole and
absolute discretion of DASNY, provide adequate support for the costs requested, that such
requisition request shall be denied and payment shall not be made to the Grantee.
All expenses submitted for reimbursement or payment on invoice must be for work
completed at the approved project location(s) and/or items'received at the approved project
location(s) prior to the date of the request for reimbursement/payment. In addition, if funds are
requisitioned for the purchase of a vehicle, the New York State Vehicle Registration Documents
and title must be submitted along with the requisition forms.
r
Updated 12-19-18 17
I
EXHIBIT E: Payment Requisition Form and Dual Certification
Town of Southold
Fishers Island Resurfacing
Project ID 12763
For Office Use Only:
FMS#: 143044 GranteeID: 3210 GrantID: 13839
Payment Request# I'
For work completed between 'cis' /o31 ./ iq and ;,16' 1_0_ ( /THIS REQUEST:
A: DASNY SHARE*, C: TOTAL D: A-B-C
B: THIS REQUEST REQUESTED , BALANCE
PRIOR TO THIS
REQUEST
100,000 100000
p0,p06 J
J
I
* Please note that when submitting a requisition for payment, please remember that DASNY
can reimburse you for capital expenditures made by and invoiced to the Grantee set forth
on the cover page of this Agreement only. Capital expenditures include the costs of
acquisition, design, construction, reconstruction, rehabilitation, preservation, development,
improvement, modernization and equipping of a State and Municipal Facilities Program
facility.
DASNY may not reimburse Grantees or make payments on invoice for costs including, but
not limited to, the following: working capital, rent, utilities, salaries, supplies and other
administrative expenses.
Updated 12719-18 18
EXHIBIT E: Payment Requisition Form and Dual Certification
DUAL CERTIFICATION
This certification must be signed by two Authorized Officers of the Town of Southold,for Project# 12763.
We hereby warrant and represent to DASNYthat:
1. To the best of our knowledge, information and belief, the expenditures described in Payment
Requisition Request#. attached hereto in the amount of$ l 4Z? 60b for which Town of
Southold, is seeking payment and/or reimbursement comply with the requirements of the Agreement
between DASNY and Town of Southold (the"Agreement"), are Eligible Expenses, and that the
payment and/or reimbursement of expenditures for which it is seeking payment and/or reimbursement
from DASNY does not duplicate reimbursement or disbursement of costs and/or expenses from any '
other source.
2. The warranties and covenants contained in Section 8 of the Agreement'are true and correct as if made
on the date hereof.
3. The Eligible Expenses for which reimbursement is sought in connection,with this requisition were
actually incurred by the Grantee named on the cover page of this Agreement, and/or will be paid by
the Grantee solely from the Segregated Account established pursuant to paragraph 4(d) of the Grant
-Disbursement Agreement to the contractor named on the invoices submitted in connection with this
requisition and shall not be used for any other purpose.
4. All Project costs described in any contractor/vendor invoice submitted pursuant the payment
requisition form have been completely and fully performed and/or received on site at the applicable
projuct location prior to the date hereof.
5. Proof of disposition of funds from the Segregated Account to the contractor and/or vendors that are
being paid on invoice, if any, will be provided to DASNY within sixty(60) days of the date that Grant
funds are disbursed to the Grantee to pay for such costs. We understand that in the event that
acceptable proof of payment is not provided, DASNY will not make any additional disbursements from
Grant funds until such time as such proof of payment is provided.
6. We have the authority to submit this requisition on behalf of Town of Southold. All eligible expenses
have been incurred within the scope of the Project Description set forth in the schedule in Exhibit A to i
this Agreement.
7. The following documents are hereby attached for DASNY approval, in support of this requisition, and
are accurate images of the original documents (Please check off all that apply):
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❑ Readable copies of both front and back of canceled checks.
❑ Readable copies of the front of the checks and copies of bank statements showing that the checks
have cleared.
❑ Copy of New York State Vehicle Registration and Title documents for all vehicles purchased with
Grant funds.
❑ Invoices/receipts for eligible goods/services that have been received/performed at the approved
project location(s) and a completed Exhibit E-2: Payment Requisition Back-up Summary.
❑ Other:
Authorized Officer Signature: Date:
Print Name:
Title:
Authorized Officer Signature: Date
Print Name:
Title:
Updated 12-1948 - 19
EXHIBIT E-I:, Payment Requisition Cover Letter
ON GRANTEE'S LETTERHEAD
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Date
Attention: Accounts Payable - Grants
DASNY
515 Broadway
Albany, New York 12207
Re: State and Municipal Facilities Program ("SAM) Grant
Fishers Island Resurfacing
Project No. 12763
To Whom It May Concern:
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Enclosed please find our request for payment/reimbursement. The package includes completed
Exhibits E and E-2, including a Dual Certification with original signatures from two authorized .
officers. I have also included supporting documentation and invoices, as summarized in Exhibit
E-2.
Below I-have checked off the relevant payment option and completed the required payment
information. This information is complete and accurate as of the�date of this letter:
1) ❑ We would like to be paid by reimbursement pursuant to section 5(a) of the grant
disbursement agreement. Proof of payment is enclosed for all invoices submitted in this
request. Please remit payment by check.
OR
2) ❑ We would like to be paid by reimbursement pursuant to section 5(a) of the grant
disbursement agreement. Proof of payment is enclosed for all invoices 'submitted in this
request. Please remit payment by wire. The wire instructions for our account are as
follows:
BANK NAME: ACCOUNT#:
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ACCOUNT NAME: ABA#:
OR
3) ❑ We would like to be paid on invoice pursuant to Section 5(b)of the grant disbursement
agreement.We have not paid the invoice(s) included in this request. We have established
a segregated account to be used solely for accepting and disbursing funds from
DASNY for this grant and for no other purpose. The wire instructions for this account
are as follows:
BANK NAME: ACCOUNT#:
ACCOUNT NAME: ABA#:
If any further information is needed, please contact me at( )
Signature:
Print Name: Title:
Updated 12-19-18 20
EXHIBIT E-2: Payment Requisition Back-up Summary
Town of Southold
Fishers Island Resurfacing
Project ID 12763
Please list below all invoice amounts totaling the amount for which you are seeking reimbursement in
this request. Invoices should be organized and total amount requested for reimbursement from grant-,
subtotaled. Please use additional sheets if necessary.
VENDOR/ INVOICE/ AMOUNT REQUESTED COMMENT
CONTRACTOR APPLICATION # FROM GRANT FUNDS
NAME
1
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TOTAL Requested: (Transfer total amount
requested to Exhibit E
pg. 18_column B)
Updated 12-19-18 21
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EXHIBIT F
ANON-DISCRIMINATION AND AFFIRMATIVE ACTION POLICY FOR THE PROJECT
It is the policy of the State of New York and DASNY, to comply with all federal, State and local
law, policy, orders, rules and regulations which prohibit unlawful discrimination because of race,
creed, color, national origin, sex, sexual orientation, age, disability or marital status, and to take
affirmative action to ensure that Minority and Women-owned Business Enterprises (M/WBEs),
Minorities Group Members and women share in the economic opportunities generated by
DASNY's participation in projects or initiatives, and/or the use of DASNY funds.
1) The recipient of State funds represents that its equal employment opportunity policy
statement incorporates, at a minimum, the policies and practices set forth below:
a) Grantee shall (i) not unlawfully discriminate against employees or applicants for
employment because of race, creed, color, national origin, sex, sexual orientation, age,
disability or marital status, (ii) undertake or continue existing programs of affirmative
action to ensure that Minority Group Members and women are afforded equal
employment opportunities, and (iii) make and document its conscientious and active
efforts to employ and utilize M/WBEs, Minority Group Members and women in its
workforce on contracts. Such action shall be taken with reference to, but not limited to,
solicitations or advertisements for employment, recruitment,job assignment, promotion,
upgrading, demotion, transfer, layoff or termination, rates of pay or other forms of
compensation, and selection for training or retraining, including apprenticeship and on-
the-job training.
b) At the request of the AAO, the Grantee shall request each employment agency, labor
union, or authorized representative of workers with whom it has a collective bargaining
or other agreement or understanding, to furnish a written statement that such'
employment agency, labor union, or representative does not unlawfully discriminate, and
that such union or representative will affirmatively cooperate in the implementation of the
Grantee's obligations herein.
2) The Grantee is encouraged to include minorities and women in any job opportunities
created by the Project; and to solicit.and utilize M/WBE firms for any contractual
opportunities generated in connection with the Project.
3) Grantee represents and warrants that, for the duration of the Agreement, it shall furnish all
information and reports required by the AAO and shall permit access to its books and
records by DASNY, or its designee, for the purpose of ascertaining compliance with
provisions hereof.
4) ,Grantee shall include or cause to be included, paragraphs (1) through (3) herein, in every
contract, subcontract or purchase order with a Contracting Party executed in connection
with the Project, in such a manner that said provisions shall be binding upon each
Contracting Party as to its obligations incurred in connection with the Project. _
Updated 12-19-18 22
NON-DISCRIMINATION AND AFFIRMATIVE ACTION DEFINITIONS
Affirmative Action
Shall mean the actions to be undertaken by the Borrower, Grantee and any Contracting Party in
connection with any project or initiative to ensure non-discrimination and Minority/Women-
owned Business Enterprise and minority/female workforce participation, as set forth in
paragraph 2) herein, and developed by DASNY.
Affirmative Action Officer ("AAO")
Shall mean DASNY's Affirmative Action Officer or his/her designee, managing the affirmative
action program for DASNY.
Contracting Party
Shall mean (i) any contractor, subcontractor, consultant, subconsultant or vendor supplying
goods or services, pursuant to a contract or purchase order in excess of$1,500, in connection
with any projects or initiatives funded in whole or in park by DASNY and (ii) any borrower or
Grantee receiving funds from DASNY pursuant to a loan or Grant document.
Minority Business Enterprise ("MBE")
Shall mean a business enterprise, including a sole proprietorship, partnership or corporation
that is (i) a lease fifty-one percent (51%) owned by one or more Minority Group Members; (ii) an
enterprise in which such minority ownership is real, substantial and continuing, (iji) an enterprise
in which such minority ownership has and exercises DASNY to control and operate,
independently, the day-to-day business decisions of the enterprise; (iv) an enterprise authorized
to do business in the State of New York and is independently owned and operated; and (v) an
enterprise certified by New,York State as a minority business.
Minority Group Member
Shall mean a United States citizen or permanent resident alien who is and can demonstrate
membership in one of the following groups: (i) Black persons having origins in any of the Black
African racial groups; (ii) Hispanic persons of Mexican, Puerto Rican, Dominican, Cuban,
Central or South American descent of either Indian or Hispanic origin, regardless of race; (iii)
Asian and Pacific Islander persons having origins in any of the Far East countries, South East
Asia, the Indian subcontinent or the Pacific Islands; and (iv) Native American or Alaskan native
persons having origins in any of the original peoples of North America.
Minority and Women-Owned Business Enterprise Participation
Minority and Women-owned Business Enterprise participation efforts are not limited to the
efforts suggested herein, and the role of MMBE firms should not be restricted to that of a
subcontractor/subconsultant. Where applicable, M/WBE firms should be considered for roles as
prime contractors. Such efforts may include but not be limited to:
(a) Dividing the contract work into smaller portions in such a manner as to permit
subcontracting to the extent that it is economically and technically feasible to do so;
(b) Actively and affirmatively soliciting bids from qualified M/WBEs, including circulation of
solicitations to Minority and Women's trade associations;
(c) Making plans and specifications for prospective work available to M/WBEs in sufficient
time for review;
Updated 12-19-18 23
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(d) Utilizing the services and cooperating with those organizations,providing technical
assistance to the Contracting Party in connection with potential MMBE participation on
DASNY contract;
(e) Utilizing the resources of DASNY Affirmative Action Unit to identify New York State
certified M/WBE firms for the purpose of soliciting bids and subcontracts;
(f) Encouraging the formation of joint ventures, associations, partnerships, or other similar
entities with MM/BE firms, where appropriate,,and
(g) The Contracting Party shall remit payment in a timely fashion.
Women-owned Business Enterprise ("WBE")
Shall mean a business enterprise, including a sole proprietorship, partnership or corporation
that is: (i) at least fifty-one percent (51%) owned by one or more citizens or permanent resident
aliens who are women; (ii) an enterprise in which the ownership interest of such women is real,
substantial and continuing, (iii) an enterprise in which such women ownership has and exercises
DASNY to control and operate, independently, the day-to-day business decisions of the '
enterprise; (iv) an enterprise authorized to do business in the State of New York and is
independently owned and operated; and (v) an enterprise certified by New York State as
woman-owned.
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Updated 12-19-18 24
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