HomeMy WebLinkAboutAgenda Report - June 21, 2006 E-14AGENDA ITEM F04014
CITY OF LOW
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Adopt Resolution Authorizing the City Manager to Execute the Direct Payment
Program Agreement with the State of California Department of Community
Services and Development for the Term of July 1, 2006 through June 30, 2009
MEETING DATE: June 21, 2006
PREPARED BY: Interim Finance Director
RECONWENDED ACTION: That the City Council adopt a resolution authorizing the City Manager, or
his designee, to execute the direct payment program agreement with the
State of California, Department of Community Services and Development
for the term of July 1, 2006 through June 30, 2009.
BACK(OOUND INFORMATION: The LIHEAP (low -Income Home Energy Assistance Program) is
designed to provide assistance to qualified customers once a year or as a
crisis intervention action. As a crisis intervention action, this program
is crucial to customers who need help paying their utility bills, as otherwise
they may suffer termination of service for non-payment.
Routinely the State of California, Department of Community Services and Development (CSD) issues an
agreement to be jointly signed by CSD and the City of Lodi to provide for LIHEAP disbursements on
behalf of City of Lodi energy customers. The State CSD is now requiring that a resolution of the local
governing body accompany the signed agreement. This resolution will complete the requirements to
the agreement for the term of July 1, 2006 through June 30, 2009.
FUNDING AVAILABLE: None required
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Attachments
APPF 0VED:
Ruby aiste, Interim Finance Director
Blair King, City Manager
City of Lodi
Direct Payment Agreement
Agreement No, 06-1310
FAXISM M 2ML
This Agreement consists of this signature page, Exhibits A through F, and Attachments I through
IV, which are attached hereto and incorporated herein by this reference. It is entered into
between the State of California, Department of Community Services and Development, and
the Utility Company, City of Lodi:
Utility Company:
The, term of this Agreement is:
The maximum arnount of this Agreement is
Agreed to and approved:
CONTRACTOR
By:
Authorized Signature
Blair King, City Manager
Printed Name and Title of Person Signing
Address: ATTEST.
Jennifer M. Perrin
Interim City Clerk
Telephone:
Facsimile. -
STA. 1 E OF CALIFORNIA
By:
Authorized Signature
City of Lodi
July 1, 2006 through June 30, 2009
$-0-
mate Si ed
AS
D e it Seh a r�it3Attorney 2 W. Pine St., P ox 006
Lodi, CA 95241-1910
(209) 333-f807
Department of Community Services and
Development
Date Signed
Richard J ; Bueche
_Chief of Fiscal
Printed NameandTitle of Person Sipung
Address: 700 North Tenth Street
Sacramento, California 95814-0338
Telephone: (916) 341-4200
Facsimile: (916) 341-4213
Payrrirt)IQ006 Direct Payrrienff'acesbeets106-1310 City of Lodj-doc
Direct Payment Agreement
SCOPE OF WORK
The purpose of this Agreement between the Department of Community Services and
Development, hereinafter referred to as CSD, and the Cite of I,odi, hereinafter referred
to as Contractor, is for the purpose of making direct credit to the accounts of low-income
enQrgy customers of the Contractor that are identified by CSD as payment recipients
udder CSFs Low-income Home Energy Assistance Program ( ,THEA.'); which includes
the Home Energy Assistance Program (HEAP) and Energy Crisis Intervention Program —
East Track. (EC IP --M.
2, Location Where Services Are To Be Provided
Unless specified in writing, in advance, by CSD, the location of all services to be
provided by CSD under this Agreement will be at:
Department of Community Services and Development
Program Services and Support Unit
700 North Tenth Street, Roam 258
Sacramento, California 95814
Addresses
All notices to the parties shall, unless otherwise requested in writing, be sent to
Contractor -'s address as follows:
Mame andTitle: Jades R. Krueger, Deputy City Mune�r
Cit, of Lodi
Company aa: _
Address: 221 W. Pine St., P 0 Box 3006
City, State and .dip Code:_ Lodi, CA 95241-141.0
or by facsimile to W7
and to CSD's address as follows:
Sukle Godinez, manager
Department of Community Services and Development
700 North 10th Street, Room 258
Sacramento, California 95814-0338
or by facsimile to (916) 341-4285.
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Direct Payment Agreement
1, Eamment
Contractor will not receive any direct financial consideration under this Agreement,
2, CSD's Project M
The Manager of the Energy and Environmental Services is designated as the
Departmont's Project Coordinator. The Department may, at any time, designate a
substitute Project Coordinator.
3, �,ontractor`,LP Protect Coordinator
, �__ _Mi_ _
Y /0A llsrc is designated as the Contractor's Project
Coordinator, The Contractor may, at any time, designate a substitute Project
Coordinator, Notification to CSD of any change in the Project Coordinator will. be made
in writing and will not require an amendment to this agreement.
4. Budw ContfinvencvClatuise
A. It is mutually agreed that if the Budget Act of the current year and/or any
subsequent years covered under this Agreement does not appropriate sufficient
funds for the program, this Agreement shall be of no further force and effect, 113
this event, CSD shall have no liability to pay any funds whatsoever to Contractor
or to furnish any other considerations under this Agreement and Conti -actor shall
not be obligated to perform any provisions of this Agreement,
B. If funding for any fiscal year is reduced or deleted by the State of California
Budget Act for purposes of this program, the CSD shall have the option to either
cancel this Agreement with no liability occurring to the CSD, or offer an
agreement amendment to Contractor to reflect the reduced amount.
C. Notwithstanding the language in Sections 5.A. or 5.B. below, if CSD believes that
funds will be insufficient to allow the State to make LIHEAP payments to
Contractor i.e., for the reasons described in Section 5,A. or 5.13, below, then CSD
shall promptly notify Contractor's Project Coordinator, The CSD and Project
Coordinator shall attempt to amend this Agreement so the LIHEAP payments can
continue to the extent possible given the nature of the shortage or unavailability of
funding for LIHEAP. The parties agree that It is undesirable to terminate this
Agreement for any short-term unavailability of LIHEAP funds and that it would
be preferable, if Federal funds are not available for LIHEAP, to suspend LIHEAP
until CSD is able to obtain sufficient funding to resume credits to qualified low-
income energy customers, as provided for under LIHEA-P.
B
Direct Payment Agreement
. Provisions far `ederall l landed Contracts
A. It is Mutually understood between the parties that this contract may have beers
written for the mutual benefit of both parties before ascertaining the availability of
congressional appropriation of funds, to avoid program and fiscal delays that would
occur if the contract were executed after that determination was made.
B. This contract is valid and enforceable only if sufficient funds are made available to
the CSD by the United Mates Government for the purpose of this program. In
addition, this contract is subject to any additional restrictions, limitations, or
conditions enacted by the Congress or to any statute enacted by the Congress that
may affect the provisions, terms, or funding of this contract in any manner.
C. The parties mutually agree that if Congress does not appropriate sufficient funds for
LIHEAP, this contract shall be amended to reflect any reduction in funds.
D, CSD has the option to void the contract under the 30 -day cancellation clause or to
amend the contract to reflect any reduction for funds.
Ea CSU will notify Contractor's Project Coordinator if federal funds are insufficient for
LIHEAP to continue as expected during the next fiscal year or if restrictions,
limitations or conditions have. been imposed by Congress can the LIHEAP or funding
for it as soon as the Federal grant award letter has been issued with some constraint.
CSD further agrees that Contractor's willingness to suspend the LIHEAP, as
described Therein and in Section S.C, above, does not constitute an agreement by
Contractor that: (i) funding for LIHEAP is unimportant or (ii) a delay in crediting a
customer with LIHEAP finds is acceptable, to either Contractor or its customers.
11cobmr shared\CortMus\DirecI NymentlMaster File\4 2006 Exhibit B, Budget Detail and Payment Provisions 051106.doe
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Approval
This Agreement is of no force or effect until signed by moth parties and approved by the
Department of General Services, if required.
/-. Amendment
No amendment or variation of the terms of this Agreement shall be valid unless made in
writing, signed by the parties and approved as required. No oral understanding or
Agreement not incorporated in the Agreement is binding on any of the parties.
a. Assi�n�nt
This Agreement is not assignable by the Contractor, either in,whole or in part, without
the consent of the State in the form of a formal written amendment.
4. Audit
The agency performing work under this Agreement agrees that the awarding department,
the Department of General Services, the Bureau of State Audits, or their designated
representative shall have the right to review and to copy any records and supporting
documentation pertaining to the performance of this .agreement if it exceeds $10,000.
The agency performing work agrees to maintain such records for possible audit for a
minimum of three (3) years after final paym. ent, unless a longer period of record retention
is stipulated. The agency performing work under this Agreement agrees to allow the
auditor(s) access to such records during normal business hours and to allow interviews of
any employees who weight reasonably have information related to such records. Farther,
the agemcy performing work under this Agreement agrees to include a similar right of the
State to audit records and interview staff in any subcontract related to performance of this
Agreement. (GC 8546.7. PCC 10115 et seq., CCH Title 2, Section 1896)
5. Indemnification
Each party is responsible for its own acts, omissions, conduct, and failure to act in the
performance of this Agreement.
6. lutes
The agency performing the work tinder this Agreement shall continue with the
responsibilities under this Agreement during any dispute.
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7. iermination for Cause
Direct Payment Agreement
The State may terminate this Agreement and be relieved of any payments should the
Contractor fail to perform the requirements of this agreement at the time and in the
manner herein provided. In the event of such termination the State may proceed with the
work in any manner deemed proper by the State. .All costs to the State shall be deducted
from any sum due the Contractor tinder this Agreement and the balance, if any, shall be
paid to the Contractor upon demand.
�. Inde end nt QLntractor
Contractor, and the agents and employees of Contractor, in the performance of this
Agreement, shall. act in an independent capacity and not as officers or employees or
agents of the State.
9, Iwlondiscnimnation Clause
During the performance of this Agreement, Contractor and its subcontractors shall not
unlawfully discriminate, harass, or allow harassment against any employee or applicant
for employment because of sex, race, color, ancestry, religious Creed, national origin,
physical disability (including HIV and AIDS), mental disability, medical condition
(cancer), age (over 40), marital. status, and denial of family care leave. Contractor and
subcontractors shall insure that the evaluation and treatment of their employees and
applicants for employment are free from such discrimination and harassment. Contractor
and subcontractors shall comply with the provisions of the Fair Employment and Housing
Act (Government Code Section 12990 (a -f) et se .) and the applicable regulations
promulgated thereunder (California Code of Regulations, Title 2, Section 7285 et seq,).
The applicable regulations of the Fair Employment and Housing Commission
implementing Govenunent Code Section 12990 (a -f), set forth in Chapter 5 of Division 4
of Title 2 of the California Code of regulations, are incorporated into this Agreement by
reference and made a part hereof as if set forth in full. Contractor and its subcontractors
shall give written notice of their obligations under this clause to labor organizations with
which they have a collective bargaining or other .Agreement. Contractor shall include the
nondiscrimination and compliance provisions of this clause in all subcontracts to perform
work under the Agreement.
10. Timeliness
Time is of the essence in this .Agreement,
11, Cern ezxtiora
The consideration to be .paid Contractor, as provided herein, shall be in compensation for.
all of Contractor's expenses incurred in the performance hereof, including travel, per
diem, and taxes, unless otherwise expressly so provided.
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I2, Govemin&Law
This contract is governed by and shall be interpreted In accordance with the laws of the
State of California.
13. Child m
upport Coma Act
— S
For any Agreement in excess of $100,000, the agency performing work under this
Agreement acknowledges in accordance with Public Contract Code 7110, that:
a) The agency performing work under this Agreement recognizes the importance of
child and family support obligations and shall fully comply with all applicable
state and federal laws relating to child and family support enforcement, including,
but not limited to, disclosure of information and compliance with earnings
assign mumt orders, as provided in Chapter 8 (commencing with section 5200) of
Part 5 of Division 9 of the Family Code; and
b) The agency performing work under this Agre(--meat, to the best of its knowledge,
is fully complying with the eari-tings assignment orders of all employees and is
providing the names of all new employees to the Now Hire Registry maintained
by the California Employment Development Department.
1.4, Unenforceable Provision
In the event that any provision of this Agreement is unenforceable or held to be
unenforceable, then the parties agree that all other provisions of this Agreement have
Force and effect and shall not be affected thereby,
15. Union Activities
For all contracts, except fixed price contracts of $50,000 or less, the agency performing
work under this Agreement acknowledges that:
By signing this agreement the agency performing work under this Agreement hereby
acknowledges the applicability of Government Code Section 16645 through
Section 16649 to this Agreement and agrees to the following:
a) The agency performing work under this Agreement will not assist, promote or
deter union organizing by employees performing work on a state service contract,
including a public works contract.
b) No state funds received under this Agreement will be used to assist, promote or
deter union organizing.
C) The agency performing work under this Agreement will not, for any business
conducted under this Agreement, use any state property to hold meetings with
employees or supervisors, if the purpose of such meetings is to assist, promote or
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deter union organizing, unless the state property is equally available to the general
public for holding meetings.
d) If the agency performing work under this Agreement incurs costs, or makes
expenditures to assist, promote or deter union organizing, that agency will
maintain records sufficient to show that no reimbursement from state funds has
been sought for these costs, and that the agency shall provide those records to the
Attorney General upon request.
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SPECIAL TERMS AND CONDITIONS
Cancellation
Either party may terminate this Agreement by gi
r
b. The foreign entity was established in connection with a transaction
or series of related transactions pursuant to which (1) the foreign
entity directly or indirectly acquired substantially all of the
properties held by a domestic corporation or all of the properties
constituting a trade or business of a domestic partnership or related
foreign partnership, and (II) the acquiring foreign entity is more
than 50 percent owned, by vote or value, by domestic shareholders
or partners. (iii) For purposes of this subparagraph, indirect
acquisition of property includes the acquisition of a stock share, or
any portion thereof, of°the owner of that property.
4, Domestic Partners
Commencing on July 1, 2004 Contractor certifies that it is in compliance with Public
Contract Code section 10295.3 with regard to benefits for domestic partners. For any
contracts executed or amended, bid packages advertised or made available, or scaled bids
received on or after July 1 2004 and prior to January 1, 2007, a Contractor may require an
employee to pay the costs of providing additional benefits that are offered to comply with
PCC 10295.3.
5. Doi-ne Business with the State of California
A. The following lags apply to persons or entities doing business with the State of
California:
Conflict of Interest. Contractor needs to be aware of the following provisions
regarding current or former state employees. if Contractor has any questions on
the status of any person. rendering services or involved with the Agreement, the
awarding agency most be contacted mediately for clarification.
1) Current State Employees (PCC 10410)
a. No officer or employee shall engage in any employment, activity
or enterprise from which the officer or employee receives
compensation or has a financial interest and which is sponsored or
funded by any state agency, unless the employment, activity or
enterprise is required as a condition of regular state employment,
b. No officer or employee shall contract on his or her own behalf as
an independent contractor with any state agency to provide goods
or services.
2} Former State Employees (PCC 10411)
For the two-year period from the date he or she left state
employment, no former state officer or employee may enter into a
contract in which he or she engaged in any of the negotiations,
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Direct Payment Agreement
transactions, plaming, arrangements Or any part of the decision-
making process relevant to the contract while employed in any
capacity by any state agency.
b. For the twelve-irionth period from the date he or she left state
employment, no former state officer or employee may enter into a
contract with any state agency if he or she was employed by that
state agency in a policy-making position in the same general
subject area as the proposed contract within the 12 -month period
prior to his or her leaving state service.
B. If Contractor violates any provisions of above paragraphs, such action by
Contractor shall render this Agreement void, (PCC 10420)
C. Members of boards and commissions are exempt from this section if they do not
receive payment other than payment of each meeting of the board or commission,
payment for preparatory time and payment for per diem, (PCC 10430 (e))
6. Labor Codelorkers' Com �
Both parties agree that they are aware of the provisions that require every employer to be
insured against liability for Worker's Compensation or to undertake self-insurance in
accordance with the provisions, and CSD affirms to comply with such provisions before
commencing the perforinance of the work of this Agreement. (Labor Code Section 3700)
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�cans with Disabilities Act
Contractor assures the State that it complies with the Americans with Disabilities Act
(ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all
applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et
seq.}
8, Contractor Nquig Change
An amendment is required to change the Contractor's name as listed on this Agreement,
Upon receipt of legal documentation of the name change, the State will process the
amendment, Payment of invoices presented with a new name cannot be paid prior to
approval of said amendment.
9. Co rate Quali.fica.tions todo Buss ness iijCaliforniq
A. When Agreements are to be performed in the state by corporations, the
contracting agencies will be verifying that the contractor is currently qualified to
do business in California in order to ensure that all obligations due to the state are
fulfilled,
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B. "Doing business" is defined in R&TC Section 23101 as actively engaging in any
transaction for the purpose of financial or pecuniary gain or profit. Although
there are some statutory exceptions to taxation, rarely will a corporate contractor
perforating within the state not be subject to the franchise tax.
C. Both domestic and foreign corporations (those incorporated outside of California)
must be in good standing in order to be qualified to do business in California.
Agencies will determine whether a corporation is in good standing by calling the
Office of the Secretary of State.
M Resolution
A county, city, district, or other local public body Mast provide the State with a copy of a
resolution, order, motion, or ordinance of the local governing body Haat by law has
authority to enter into aro agreement, authorizing execution of the agreement.
11. Air Or Mater Pollution Violation
Under the State laws, the Contractor shall not be: (1) in violation of any order or
resolution not subject to review promulgated by the State Air Resources Board or an air
pollution control district, (2) subject to cease and desist order not subject to review issued
pursuant to Section 133031 of the Water Code for violation of waste discharge
requirements or discharge prohibitions; or (3) finally determined to be in violation of
previsions of federal law relating to air or water pollution,
12. Compliance with Laws and Tax Withholding
A. CSD shall comply with all applicable Federal, State, and local lawns, rules, and
regulations, and shall obtain all permits required to conduct its business and
perforin the work called for in this Agreement, if applicable.
B. CSD represents and warrants that it will withhold all taxes, if any, which are
required to be withheld under applicable laws with respect to CSD personnel who
perform services for the Contractor. CSD shall indemnify and hold the
Contractor harmless, on an after-tax basis, for any liability incurred by the
Contractor as a result of CSD's failure to institute any such required withholding.
i1C rbra sh�redlCantaactslriirect Paymeni'Mastcr H66 2006 Exhibit D, Special Terms and Conditions 051106.doe
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Direct Payment Agreement
1. Independent Contractor
CSD, and the agents and employees of CSD, in the performance of this Agreement, shall
act in aro independent capacity and not as officers or employees or agents of Contractor.
2. kale ation of CST°s l-�aties
This Agreement is not assignable by CSD, either in whole or in part, without the consent
of Contractor in the forret of a formal written amendment. CSD shall not employ other
consultants or contractors to provide key data entry, document perfection, and/or any
rather services under this Agreement without the prior written approval of Contractor, nor
shall the ditties of CSD, under this Agreement, be delegated without prior written
approval of Contractor. Unless otherwise expressly agreed upon by Contractor, GSD
shall remain responsible for the quality and timeliness ofperforinance notwithstanding
any delegation.
3. Conflict of Interest/Business Ethics
CSD shall exercise reasonable care and diligence to prevent any actions or conditions Haat
could result in a conflict with Contractor's interest. During the term of this .Agreement,
CSD shall not accept any employment or engage in any consulting work that creates a
conflict of interest with Contractor or in any way compromises the services to be
performed under this Agreement. All financial statements, reports, billings, and other
documents rendered shall properly reflect the facts about all activities and transactions
handled for the account of Contractor.
4. Want
CSD warrants to Contractor that the work under this Agreement shall be performed with
the degree of skill and care that is required by current, good and sound professional
procedures and practices, and in conformance with generally accepted professional
standards prevailing at the time the work is performed, so as to ensure that the services
performed are correct and appropriate for the purposes contemplated in this Agreement
and related specifications.
S.. Confidentiality
A. In the coarse of performing the services under this Agreement, CSD may have
access to confidential, commercial, or personal information concerning, but not
limited to, technology, rate making, legislative, and personnel matters and
practices of the Contractor, its subsidiaries, affiliates, or members of the public.
CSD agrees not to disclose any such information without the prior written
approval of Contractor.
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B, Contractor hereby agrees to provide required security to insure the confidential,
physical security, and safekeeping of all data, information, files, and documents
while in its possession, Through the observance of the same or more effective
procedural requirements as used by CSD, Contractor will protect from unauthorized
use and disclosure all sensitive data, documentation, or other information that are
designated confidentia) by CSD and made available to Contractor in order to carry
out this Agr"ment. CSD shall provide to Contractor in writing the identification of
all such confidential data and information, as well as CSD procedural requirements
for protection of such data and information from unauthorized use and disclosure,
C. Any representation herein made by CSD relating to confidentiality or the
operations, limitations, and requirements for the furnishing of personnel records,
as set forth in Exhibit D, Additional Provisions, Section 6,, CSD's Use of
Contractor's Property, below shall be subject to the Information Practices Act of
1977, Section 1798 et seq. of the California Civil Code, and the California Public
Records Act, Section 6250 et seq. of the California Government Code,
6, CSD's Use of Contractor-sPr2p—erty
All records, reports, computer programs, written procedures, and similar materials,
documents or data, in whatever form provided by Contractor for CSD's use in
performance of services under this Agreement, shall remain the confidential property of
Contractor and shall be returned to Contractor immediately upon completion of CSD's
use or upon writteri request of Contractor,
7, Availabilitv of Information and Public Test]
A. Contractor's duly authorized representatives shall Dave, or the term of this
Agreement and for two (2) years thereafter, access at all reasonable times, upon
five (5) day's written notice and during regular working hours, to the CSD
personnel, accounts, and records, including but not limited to applications
processed and computer Files for personnel who perform services for Contractor
under this Agreement in order to verify or review the quantity, quality, work
program and progress of the work, reimbursable costs, amounts claimed by CSD,
estimates of cost for fixed rates, including those applicable to proposed changes,
ajuitial audit to verify recertification processes, and for any other reasonable
purposes. The personnel records, accessible under this paragraph, shall be limited
to timekeeping, expense, and other such public records.
& This provision shall apply to all Agreements except those performed solely on a
lump -sum basis. However, where lump sum and time and materials work, ie.,
unit price, reimbursable cost, fixed rates, are performed together, either as a part
of this Agreement or as separate contract(s), then the above audit privilege shall
also extend to Contractor for access to all CSD's records pertaining to all
contracts including the lump sum for assurance that the portions of the work
performed on a time -and -materials basis are not being charged with time,
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Direct Payment Agreement
material, or other units or east that are intended to be covered by lump sura or
fixed rates, etc., provided herein, supplement hereto or in such other agreements.
C. CSD accounts shall be .kept in accordance with generally accepted accounting
principles in, the particular industry and shall be kept in such a manner and in
sufficient detail to clearly disclose the nature and amounts of the different items
of service and cost pertaining to this Agreement and the basis for charges or
allocations to this Agreement,
D, CSD shall preserve all such accounts and records for a period of two (2) years
after the expiration of the term of this Agreement. Contractor's duly authorized
representatives shall have the right to reproduce any such accounts and records.
Contractor shall be responsible for the incremental cost, if any, of retention and
retrieval of said records. CSD shall promptly adjust any inaccuracy in the
billings.
E. Access under this paragraph shall not extend the time for the taking of written
exception to and the adjustments of accounts as provided for in Exbibit 13, Budget
Detail and .payment Provisions, Section 2, Compensation, A. Application
Category Costs, item 1). CSD shall bear no portion of the Contractor 's audit cost
incurred under this paragraph unless agreed to by CSD.
Nonwaiver
The waiver by either party of any breach of any terra, covenant, or condition contained in
this Agreement, or any default in the performance of any obligations under this
Agreement, shall not be deemed to be a waiver of any ether breach or default of the same
or any other term, covenant, condition or obligation; nor shall any waiver of any incident
of breach or default constitute a Continuing waiver of the same. All waivers should be in
writing.
9. Prior Work
Services perform d. by CSI] pursuant to Contractox's authorization, but before the
execution of this contract, shall be considered as having been performed subject to the
provisions of this contract.
10. Incidental; and Conse uential DTpg es
Contractor shall not be liable for incidental or consequential damages including, but not
limited to, loss of profits, commitments to subcontractors, rental or lease agreement(s),
and personal services contracts, unless expressly authorized in wr�ting by Contractor.
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11. Insurance
CSD is a self-insured entity. If said coverage no longer prevails, CSD will notify
Contractor within thirty (30) days of said coverage expiration.
12. Cans
The captions of the various sections. paragraphs, and subparagraphs are for convenience
only and shall not be considered or referred to in resolving questions of interpretations.
13 . Venue
In the event that suit shall be brought by either party to this Agreement, the parties agree
that venue shall be exclusive vested in the State Courts of the County of Sacramento, or
where otherwise appropriate, exclusively in the United States District Court, Eastern
District of California, Sacramento, California.
14. OtheC� ements
This Agreement shall not prevent either party frorn entering into similar agreements with
esters.
1. DatResolutionm;p
A.
-Unless otherwise mutually agreed to, any disputes between CSD and Contractor
regarding the construction or application of this Agreement and claims arising out
of this Agreement or its breach shall be submitted to mediation within thirty (30)
calendar clays of the written request of one party after the service of that request
on the other party.
B. The parties shall make best efforts to settle all disputes arising under this
Agreement as a matter of normal business and without recourse to either
mediation or litigation. If the parties are unable to resolve a dispute with respect
to this Agreement, either party may send a notice to the other requesting a
meeting at which senior officers or officials of the parties will attempt to resolve
the dispute. If the parties are unable to resolve the dispute within ten (10) days
after the meeting notice is received by the party to whore it is directed, or such
longer period as the parties may agree, thea either party may initiate mediation as
set forth herein.
C. Mediation under this section is a condition precedent to filing an action in any
court. In the event of litigation that arises out of any dispute related to this
Agreement, the parties shall each pay their respective attorney's fees, expert
witness costs and cast of suit, regardless of the outcorne the litigation.
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16, Additional Work -
Before proceeding with any work involving possible claims for extra compensation not
specified in this Agreement, CSD shall, upon receipt of a detailed description of services
requested, submit in writing to the Contractor a detailed estimate for the cost for such
work. CSD shall provide the Contractor with a detailed breakdown and estimated cost of
anticipated work, including extensions and change orders, as follows,
A, Description of work to be performed, including detailed breakdown of identifiable
tasks;
B. Estimated cost of each task; and
C. Expected date of completion of each task.
D. CSD shall not proceed with any such additional work prior to receiving written
amendment to this Agreement, signed by both parties.
17. Federal Equal O oTtunity Laws
During the performance of this Agreement, and to the extent they may be applicable to
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this Agreement, CSD agrees to comply with the following;
A. Federal Executive Order 11246, as amended by Executive Order 11375 relating to
equal employment opportunity-,
B. Title VI and Title VII of the Civil Pigbts Act of 1964; as amended;
C. Rehabilitation Act of 1973, as wnended.
D. Vietnam Era Veterans Readjustment Assistance Act of 1972, as amended;
E. 'Title 41, Code of Federal Regulations (CFR), Chapter 60, Office of Federal
Contract Compliance Program, Equal Employment Opportunity, Department of
Labor, as amended; and
F. Public Law 101-336, Americans with Disability Act of 1990.
PaymentWaster Ffle17 2006 Exhibit E, Additional Provisions 051106-doc
M
Direct Payment Agreement
A. CSD will process applications and make a determination of applicant's eligibility for
assistance based upon preestablished criteria pursuant to the LIHEAP. CSL? will
provide the Contractor with a printout or transmittal (Attachment 2) which lists
applicants determined eligible for assistance and the amount of assistance. Payment,
in the form of a State of California warrant, and Direct Payment Summary
(Attachment 3), shall accompany the printout, and shall represent the sum total of
benefits contained on said transmittal.
B. Contractor will process payments contained on aforementioned printout in
accordance with the provisions of the enclosed LIHEAP Direct Payment
Instructions (Attachment 1).
C. Contractor will provide notification of LIHEAP payment to each customer for
whom a credit is made. The wording of said notification must contain the wards
"LIHEAP credit."
D. The contractor shall attempt to credit the accounts of qualified low-income
customers by the subsequent billing cycle following the receipt of the transmittal
and State of California warrant.
E. 1) Contractor is responsible for completing anti returning to CSD, the .Direct
Payment Summary that accompanies each transmittal, within tern (10)
working days of processing and handling the batch run of eligible low-
income utility customers receiving LIHEAP assistance, Contractor shall
complete the Direct Payment Summary by indicating: 1) the total number
of customer accounts where the Contractor was successful in crediting full
amount of eligible LIHEAP benefit; 2) the customer accounts where the.
Contractor was only able to credit a partial amount of the eligible LIHEAP
benefit., also referred to as Partial Payment Return; and 3) the customer
accounts where the Contractor was unable to credit any of the eligible
LIHEAP assistance amount, also referred to as Full Payment return.
2) Contractor shall return any undeliverable LIHEAP benefits to CSD during
the course of this Agreement.
Disbursements
Funds provided under this Agreement shall be disbursed and applicant accounts credited
in accordance with the provisions of the LIHEAP Direct Payment Instructions.
Assurances
A. Contractor shall charge the eligible household, in the nonnal billing process, the
difference between the actual cast of the home energy and the payment amount
F1
C
r
made by the Department. The actual casts of the home energy shall be consistent
with applicable utility company tariffs as approved by the CPUC.
B. Contractor assures that no household receiving assistance under this process will
be treated adversely because of such assistance tinder applicable provisions of
State Law regarding public regulatory requirements.
4. Etrts
Reports required under this Agreement are detailed in the LMEAP Direct Payment
instructions and the attachments thereto.
\tclobra\sliare<i1Cnritrdets\D)rect PaymentWtaster File18 2006 Exhibit F, Programmatic Provisions 051145.doc
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ATTACHMENT I
LTHEAP DIRECT PAYMENT INSTRUCTIONS
CSW TO MAKE A MATCH
OPEN ACCOUNTS- If an applicant's utility account is open at the time a LIHEAP
payment is received, the full amount of the payment can be applied even if it creates a
credit to the account.
It is incumbent upon your company to match payments to the correct account and
customer of record to which the LIHEAP applicant has directed the benefit. For this
purpose, both the "Customer of Record" and last name of the LIHEAP applicant,
"Applicant Last Narne"has been provided, as well as an account number and service
address.
CI,QSED ACCOUNTS: If, at the time the LIHEA-P benefit is to be applied, and the
applicant's reported utility account is closed, you must select and complete one of the
three options below:
1.) A match can be made with an applicant's new account within the same utility
company.
2.) If the account is CLOSED with an outstanding balance owed, a partial
payment can be made and the difference refunded to CSD with a notation on
your printout.
3.) If the account is CLOSED with no outstanding balance, the total amount of
LT EAP benefit should be returned to CST} with a notation on your printout.
HOW TO NOTIFY CSD OF PARTIALS AND/OR NON -MATCHES
l.)
PRINTOUTS:
Copy the page of the printout upon which the LIHEAP applicant's name
appears.
Circle the name of the customer of record to whose account the partial
payment was applied (See Attachment 2).
Note beside the LIHEAP payment the amount that is being returned to
CSD (tine difference between the CSD payment and the returned amount is
the amount which was credited to the customer of record). If there is a
100% refund to GSH note the total LIHEAP payment amount.
® Provide an adding machine tape listing the total amount of money to be
refunded to CSD. The tape should include both the individual amounts, as
well as a total.
It Return the LIJ-1EAP DIRECT PAYMENT SUMMARY SHEET, which
accompanies each run of selected payment records, with the number of
partials and/or non -matches (See Attachment 3).
Attach a check made payable to CSD and return your printout (with
partials/non-matches information), adding inachine tape, and surninary
page to:
The Department of Community Services and Development
Energy and Environmental Services
700 North 10" Street
Sacramento, California 95814
1) Compact Disk (CD)/File Transfer Protocol (FTP)
If you expect to return the "partial or non -match" information to CSD by
CD or File Transfer Protocol (FTP), refer to Attachment 4 for more
specific instructions on how to code the record.
WHAT IF ALL RECORDS ARE MATCHES
If you find that all records on a specific run are matches to your client database, you need
to notify CSD on the LIHEAP Direct Payment Summary. In the case of a 100% match,
the figure in the "Run $ Total" column would be the same amount as the amount in the
"Total S Match" column (Attachment 3).
\\Cobra\shared\CoyitractslDirect PaymentluM aster FilelAttachment 1 Dir. Paym. Instructions doc
AT"T TORMENT Z
BATE: 05/03/2006 DEPARTMENT OF COMMUNITY SERVICES AND DEVE ; P'T PAGE: 1
2006 HOME ENERGY ASSISTANCE PROGRAM
(Federally Funded Programs)
UTIL)TY COMPANY NAT.
Run on 05t032006
ACCOUNT NUMBER PAY AMT CUSTOMER OF SERVICE ADDRESS Al' I WAaNT LAST NAME I-3LN
RECORD
425780960262500()003301 $236.00 MELLISA CAS'1`RO 2625 S MAIN ST LOS ANC3ELES, CA 95678 CASTRO 062780500001484
109976.6500156000000401 $294.00 LUIS A UNDIZ 156 W 82 Si LOS ANGELES, CA 90003 AB NDIZ 060630500002812
ATTACHMENT 3
i.
:if ,, 1i i h 1f;•
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PLEAS . ERETURN THIS SUMMARY SKEET WITH PRINT-OUTS AND CHECK (FOR NOTLMATCHES)
NO LATER THAN 10 DAYS FOLLOWING RECEIPT FROM CSL3
PLEASE RETuRN SUMMARY SHEET TO
IVSD USF ONLY
STELLA AVILA, ENERGY SERVICES
HOME ENERGY ASSISTANCE PROGRAM
00 N I OTH STREET
SACRAMEN'T'O, CA 95814
IF YOU HAVE ANY QUESTION PLEASE CONTACT
STELLA AVILA (916) 341-4255
CHECK
NUMBER
AmouNT
(.A)
(B)
(c)
(D) .
CSS] UN ATE
TOT AOL
S'O'T DOLLAR
TOTAL!lNUMBER
TOTAL DOLLARS
(THIS DATE IS ON THE
AMOUNTFROM
AMOUNT BEING
OF RECORDS
THAT MATCHED
TOP LEFT HAND
4 CSD
�RETURNED CSD
BEING RETURNED
(THIS IS THE AMOUNT
CORNER OF THE PRINT-
4 (THIS IS THE CHECK
(ENTER THE AMOUNT
TO COSI)
THAT YOU STARTED
ours)
AMOUNT THAT WAS
OF THE CHECK THATECOR
(EN`F `
WITH, MINUS ANY
SENT WITH THIS RAIN
WILL BE RETURNED TO
OF R12DS THAT
RETURN
RETURN DOLLARS,
DATE NOTE: THIS
CSD WITH THIS FORM)WILL
BE RETLJRI�iEI3 TO
EQUALS TOTAL
AMOUNT SHOULD
CSD WTTH THIS FOIA
DOLLARS MATCHED A -
MATCH THE PRINT
B -D)
gUT)
01/25/06
im
PLEAS . ERETURN THIS SUMMARY SKEET WITH PRINT-OUTS AND CHECK (FOR NOTLMATCHES)
NO LATER THAN 10 DAYS FOLLOWING RECEIPT FROM CSL3
PLEASE RETuRN SUMMARY SHEET TO
IVSD USF ONLY
STELLA AVILA, ENERGY SERVICES
HOME ENERGY ASSISTANCE PROGRAM
00 N I OTH STREET
SACRAMEN'T'O, CA 95814
IF YOU HAVE ANY QUESTION PLEASE CONTACT
STELLA AVILA (916) 341-4255
CHECK
NUMBER
AmouNT
DATE
RECEIVED
SUMMARY
!
e+�,�,
DATE SENT
TO ITS
RETURNED ED
I
Zl-i hila Date
(YYI)
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RESOLUTION NO. 2006-118
A RESOLUTMON OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXECUTE THE DIRECT PAYMENT PROGRAM
AGREEMENT WITH THE STATE OF CALIFORNIA DEPARTMENT OF
COMMUNITY SERVICES AND DEVELOPMENT FOR THE TERM OF
JULY 1, 2006 THROUGH JUNE 30, 2009
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby approve
the [direct Payment Program Agreement between the City of Lodi and the State of California
Department of Community Services and Development; and
BE IT FURTHER RESOLVED that the Lodi City Council hereby authorizes the City
Manager to execute the agreement on behalf of the City of Lodi; and
BE IT FURTHER RESOLVED that this agreement shall be in effect for the term July 1,
2006 through June 30, 2009.
Dated: June 21, 2006
--=----------------====---------- ----____--_-----________----______---_--
I hereby certify that Resolution No. 2006-118 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held June 21, 2006, by the following vote:
AYES: COUNCIL MEMBERS - Beckman, Hansen, Johnson, Mounce,
and Mayor Hitchcock
NOES: COUNCIL MEMBERS - None
ABSENT: COUNCIL MEMBERS - None
ABSTAIN: COUNCIL MEMBERS - None
NII~EVPERRIN
Interim City Clerk
2006-118