HomeMy WebLinkAboutResolutions - No. 2004-159RESOLUTION NO, 2004-159
A FIESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING
THE CITY MANAGER TO ALLOCATE VARIOUS FUNDS FOR
THE LODI CARE PACKAGE PROGRAM, AND FURTHER
AUTHORIZING THE CITY MANAGER TO EXECUTE
A CONTRACT WITH THE SALVATION ARMY TO
ADMINISTER THE PROGRAM
WHEREAS, the Lodi Customer Assistance & Relief Energy (CARE) Package
Program is designed to provide assistance to Lodi families who are below the current
federal income guidelines in the payment of their City of Lodi utility bill; and
WHEREAS, specifically, the Lodi CARE Package Program will provide a relief
payment of $125.00 maximum for eligible families, and other program specifics include
the following:
a family in need Will be interviewed by staff of the Lodi Salvation Army and
must meet eligibility requirements (please see attached Exhibit `A"- Eligibility
Requirements);
if approved by staff from the Lodi Salvation Army at its Lockeford Street
offices, the Lodi Salvation Army will then notify the City of Lodi Finance
Department of eligible customer name and amount of relief payment; City of
Lodi Finance staff will input appropriate payment data into customer's
account;
the Salvation Army will also notify the City of Lodi Electric Utility Department
of approved customers; these customers will automatically be enrolled in the
Lodi Energy Audit Program and receive a free, in-home energy audit (Electric
Utility staff will also deliver important customer information regarding water
conservation and services available through Central Valley Waste Services);
customers are eligible for a maximum grant of $125 every six months;
a new set of income guidelines has been developed for this program, which
the Lodi Salvation Army will utilize as a part of the customer eligibility
screening process (please see attached Exhibit "B").
WHEREAS, several entities are partnering to ensure success of this program,
and listed below are the agencies/departments and the financial resources committed
by each to fund this effort:
Central Valley Waste Services, $15,000 (this contribution will fund the refuse
relief component);
City of Lodi Electric Utility, $60,000 (this contribution will fund the program
administration, customer outreach and material preparation costs, as well as
the electric utility relief component);
City of Lodi Public Works, $30,000 (this contribution will fund the water and
wastewater relief components);
City of Lodi Finance Department; and
Lodi Salvation Army.
WHEREAS, staff recommends approval of a contract with the Salvation Army to
administer the program and provide the necessary customer screening services at its
offices located on Lockeford Street in Lodi, with the Electric Utility staff serving as the
City's point of contact for the program, frequently meeting with Salvation Army staff on
document filing, customer follow-up, management of the budget, etc.; and
WHEREAS, Electric Utility, Finance, and Public Works staff, in conjunction with
Central Valley Waste Services and the Lodi Salvation Army, recommend approval of
these funds, as well as execution of the contract, to implement the Lodi CARE Package
Program.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to allocate various funds for the Lodi CARE Package
Program in the amount of $105,000; and
BE IT FURTHER RESOLVED that the City Manager is authorized and directed
to execute a contract with the Salvation Army to administer the program.
Dated: August 4, 2004
1 hereby certify that Resolution No. 2004-159 was passed and adopted by the
Lodi City Council in a regular meeting held August 4, 2004, by the following vote:
AYES: COUNCIL MEMBERS — Hitchcock, Howard, Land, and
Mayor Hansen
NOES: COUNCIL MEMBERS — Beckman
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
SUSAN J. BLACKSTON
City Clerk
2004-159
CONTRACT
This contract between The City of Lodi (hereinafter "Lodi") and The Salvation Army, a
California Corporation (hereinafter "T.S.A."), sets forth the terms and conditions under
which T.S.A. will provide the services described herein. Lodi and T.S.A. agree as
follows:
SCOPE OF SERVICES
T.S.A. agrees to administer the Lodi CARE Package pilot project for the City of Lodi, in
strict conformity with the terms and conditions of this contract. T.S.A. will provide the
following services to Lodi under this agreement:
✓ Maintain and monitor a customer grant budget of $84,000, which
concludes August 30, 2005, or sooner, if funds are depleted (see
`Terms of Agreement' below for additional guidelines);
✓ Provide all customer interface, screening for customer eligibility
(pursuant to the eligibility requirements set forth in Exhibit "A,") and
approve customer participation for a customer grant under this pilot
program, for benefits at those levels prescribed in Exhibit "B";
✓ Notify the City of Lodi Finance Department through a designated
procedure any/all customers approved for a "grant" under this pilot
program;
✓ Notify the City of Lodi Electric Utility on a bi-monthly basis, and
provide the utility with the names of those approved customers
participating in this pilot program;
✓ Maintain and monitor, in conjunction with the City of Lodi Electric
Utility, a $16,000 (not to exceed figure) pilot program administrative
budget.
TERMS OF AGREEMENT
The term of this agreement shall be from the earliest possible implementation date after
Lodi City Council approval, through August 30, 2005, or until the entire $105,000 pilot
program budget has been expended. A. In the event that the customer `grant" monies
(which total $84,000) are exhausted prior to 8/30/05, and there are funds left in T.S.A.
administration budget (which total $16,000), T.S.A. will return all remaining funds to
Lodi. B. In the event that T.S.A. administration budget is exhausted prior to 8/30/05, and
there are funds remaining in the customer `grant" budget, Lodi will retain the option of
continuing the pilot program and pay T.S.A. for its additional administrative costs.
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(Note: the additional $5,000 allocated for this pilot project is for material production and
other administrative costs.)
ADVERTISING, MARKETING, AND PUBLIC RELATIONS
All advertising, marketing and/or public relations will be the sole responsibility of Lodi,
which includes all costs associated with any promotional material and/or ad campaigns,
as well as costs associated with the development and production of program brochures
and program participant applications. T.S.A. agrees to provide consulting services to
Lodi on potential market groups or targeted audiences.
INSURANCE
For actions performed under this agreement, T.S.A. agrees to maintain all necessary
insurance requirements set forth by Lodi (as identified in the instructions/requirements
for insurance coverage page).
CONTRACT PRICE AND TERMS
T.S.A. will invoice for all administrative work performed at a rate of $1,333.00 per
month for this project. The total administrative budget for this pilot project is set at
$16,000.00 (not to exceed figure). In addition, T.S.A. will manage the distribution of the
customer "grant" monies, which total $84,000 in this pilot program. Invoices will be
submitted to Lodi the first of each month, payable within thirty (30) days of the invoice
date.
COMPLIANCE WITH LICENSES -
(NOTE: No additional anticipated licenses required to comply with this project.)
INDEMNITY CLAUSE
T.S.A. shall indemnify, defend, and hold harmless the City of Lodi, the City of Lodi
Electric Utility, it's City Council, Directors, Officers, Agents, and employees against all
claims, loss, damage, expense, and liability arising out of, or in any way connected with
the performance of this contract and excepting only such loss, damage, or liability as may
be caused by the intentional acts or sole negligence of the City of Lodi, and the City of
Lodi Electric Utility.
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LODI CARE PACKAGE
CONTRACT ACCEPTANCE
THE ABOVE TERMS AND CONDITIONS ARE AGREED UPON, AND ACCEPTED
ON THIS DAY OF AUGUST, 2004.
The Salvation Army City Manager, City of Lodi
City Attorney, City of Lodi
SEAL OF CITY OF LODI CLERK
Lodi CARE Package
EXHIBIT "A"
Eligibility Requirements:
> must meet income guidelines as established in Exhibit "B;"
➢ customer has not received assistance through the Lodi CARE Package Program in
the past six (6) months;
➢ customer must present (in person) appropriate documentation of the following in
order to qualify for a relief payment-
- current City of Lodi utility statement;
- ID/Social Security Cards for ALL members of the household, and driver's
license or California ID card of the person listed on the utility account;
- proof of current income (i.e.: pay stub, grant letter, etc.)- handwritten notes
are not acceptable;
copy of rental agreement;
- proof of unexpected expenses (within the last sixty days), resulting in the
inability to or hardship in paying City of Lodi utility account;
- City of Lodi receipt for customer's co -payment, if applicable/necessary;
➢ customer must consent to a free, in-home energy audit, once their relief payment has
been approved.
Lodi CARE Package
EXHIBIT "B"
Benefit Levels:
➢ $125.00 per eligible customer service address/account;
➢ one relief payment in a six-month period; no more than two (2) relief
payments in 12 months.
Lodi CARE Package Income Levels:
persons in household
persons in household
persons in household
persons in household
persons or more in household
$16,000 (maximum)
$20,000 ( "
$25,500 ( "
$31,000 (
$36,500 (
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