HomeMy WebLinkAboutAgenda Report - June 16, 2021 H-02AGENDA ITEM
CITY OF LODI
COUNCIL COMMUNICATION
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H-2
AGENDA TITLE: Adopt Resolution Authorizing City Manager to Extend Temporarily Modified
Customer Assistance & Relief Energy (CARE) Package Program Term to
September 30, 2021, and Execute Third Amendments to Term of the Professional
Services Agreements with Efficiency Services Group, LLC, the Salvation Army,
and Community Partnership for Families of San Joaquin to September 30, 2021;
and Further Authorize FY 21 Appropriations and Expenditures to Carry Over into
FY 22
MEETING DATE: June 16, 2021
PREPARED BY: Business Development Manager
RECOMMENDED ACTION: Adopt a resolution authorizing the City Manager to extend the
temporarily modified Customer Assistance & Relief Energy (CARE)
Package Program term to September 30, 2021, and execute third
amendments to term of the Professional Services Agreements with Efficiency Services Group, LLC, the
Salvation Army, and Community Partnership for Families of San Joaquin to September 30, 2021; and
further authorize FY 21 appropriations and expenditures to carry over into FY 22.
BACKGROUND INFORMATION: Resolution No. 2020-121 approved by City Council on July 17, 2020
temporarily modified eligibility requirements to make additional
emergency electric payment assistance available to Lodi Electric
Utility customers to August 31, 2020, during COVID-19 mitigation. Resolution No. 2020-184 approved by
the City Council on August 19, 2020 extended the modified CARE program to June 30, 2021. The
modified program has increased participation by 200 percent from FY 20 to FY 21. However, the total
assistance in FY 21 was lower than anticipated providing approximately $16,500 in utility assistance
payments.
Staff recommends extending the modified CARE program's eligibility requirements to supplement the
American Debt Relief utility payments program currently being applied by the Department of Finance. It
is important to note that CARE assistance payments can only be applied to the electric portion of the
outstanding utility bill while American Debt Relief payments are applied to other utility services.
The proposed resolution will also extend the terms of the third party administrators who currently
administer this program including the Salvation Army, Community Partnership for Families, and Energy
Services Group (ESG) from June 30, 2021 to September 30, 2021.
New third -party administrator contracts will be brought to the City Council for approval before the
September 30, 2021 expiration date with an effective date of October 1, 2021.
FISCAL IMPACT: The additional assistance, including third party administrative costs was
capped at $351,000 per Resolution 2020-121 and funds were appropriated
in Fiscal Year 2020/21 This resolution will authorize the roll over and
availability of funds to FY 2021/22.
APPROVED: steve5chwabauer
Stephen Schwabauer, City Manager
Adopt Resolution Authorizing City Manager to Extend Temporarily Modified Customer Assistance & Relief Energy (CARE)
Package Program Term to September 30, 2021, and Execute Third Amendments to Term of the Professional Services
Agreements with Efficiency Services Group, LLC, the Salvation Army, and Community Partnership for Families of San Joaquin
to September 30, 2021; and Further Authorize FY 21 Appropriations and Expenditures to Carry Over into FY 22
June 16, 2021
Page Two
FUNDING AVAILABLE: Public Benefits Fund Account No. 50465300.72450 and 50465300.72921.
Andrew Keys
Andrew Keys
Deputy City Manager/Internal Services Director
Astrida Trupovnieks
Astrida Trupovnieks
Business Development Manager
AMENDMENT NO. 3
EFFICIENCY SERVICES GROUP
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AMENDMENT NO. 3 TO PROFESSIONAL SERVICES AGREEMENT, is made and
entered this day of , 2021, by and between the CITY OF LODI, a municipal
corporation (hereinafter "CITY"), and EFFICIENCY SERVICES GROUP, a California Domestic Non -Profit,
(hereinafter "CONTRACTOR").
WITNESSETH:
WHEREAS, CONTRACTOR was retained by the City to provide application administration
services for the Lodi Electric Utility's Customer Assistance & Relief (CARE) Package program;
and
2. WHEREAS, CONTRACTOR and CITY entered into a Professional Services Agreement on June
13, 2019, (the "Agreement"), the original of which is on file with the City Clerk's Office; and
3. WHEREAS, on June 3, 2020, CONTRACTOR and CITY executed Amendment No. 1 to expand
the Contractor's scope of services as a third -party administrator of the Customer Assistance &
Relief Energy (CARE) Package program (Amendment No. 1), the original of which is on file with
the City Clerk's Office; and
4. WHEREAS, on August 19, 2020, CONTRACTOR and CITY executed Amendment No. 2 to
expand the term of the Agreement as a third -party administrator of the Customer Assistance &
Relief Energy (CARE) package program (Amendment No. 2), the original of which is on file with
the City Clerk's Office; and
5. WHEREAS, the CARE program will be extended through September 30, 2021; and
4. WHEREAS, by approval of Resolution No. 2020-121, and Resolution No. 2020-184, Lodi City
Council has authorized the City Manager to increase CARE Program third -party administrator
contract limits by an indefinite amount each, however, collectively, not -to -exceed $102,000; and
6. WHEREAS, the Agreement, Amendment No. 1, and Amendment No. 2 are collectively referred to
as the "Agreement" and by this reference are incorporated as if fully set forth herein.
NOW, THEREFORE, the parties agree to amend the Agreement to extend the term of the
Agreement to and including September 30, 2021.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this Amendment No. 3 on
the date and year first above written.
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
Attest:
JENNIFER CUSMIR
City Clerk
EFFICIENCY SERVICES GROUP, LLC an
Oregon limited liability company
MARK GOSVENER
Chief Operating Officer
Approved as to Form:
JANICE D. MAGDICH
City Attorney h
AMENDMENT NO. 3
THE SALVATION ARMY
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AMENDMENT NO. 3 TO PROFESSIONAL SERVICES AGREEMENT, is made and
entered this day of , 2021, by and between the CITY OF LODI, a municipal
corporation (hereinafter "CITY"), and THE SALVATION ARMY, a California Domestic Non -Profit,
(hereinafter "CONTRACTOR").
WITNESSETH:
1. WHEREAS, CONTRACTOR was retained by the City to provide application administration
services for the Lodi Electric Utility's Customer Assistance & Relief (CARE) Package program;
and
2. WHEREAS, CONTRACTOR and CITY entered into a Professional Services Agreement on
August 20, 2019, (the "Agreement"), the original of which is on file with the City Clerk's Office;
and
3. WHEREAS, on June 3, 2020, CONTRACTOR and CITY executed Amendment No. 1 to expand
the Contractor's scope of services as a third -party administrator of the Customer Assistance &
Relief Energy (CARE) Package program (Amendment No. 1), the original of which is on file with
the City Clerk's Office; and
4. WHEREAS, on June 16, 2021, CONTRACTOR and CITY executed Amendment No. 2 to expand
the term of the Agreement as a third -party administrator of the Customer Assistance & Relief
Energy (CARE) package program (Amendment No. 2), the original of which is on file with the City
Clerk's Office; and
5, WHEREAS, the CARE program will be extended through September 30, 2021; and
6. WHEREAS, by approval of Resolution No. 2020-121, and Resolution No. 2020-184,the Lodi City
Council has authorized the City Manager to increase CARE Program third -party administrator
contract limits by an indefinite amount each, however, collectively, not -to -exceed $102,000; and
7. WHEREAS, the Agreement, Amendment No. 1, and Amendment No. 2 are collectively referred to
as the "Agreement" and by this reference are incorporated as if fully set forth herein.
NOW, THEREFORE, the parties agree to amend the Agreement to extend the term of the
Agreement to and including September 30, 2021.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this Amendment No. 3 on the
date and year first above written.
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
Attest:
JENNIFER CUSMIR
City Clerk
THE SALVATION ARMY, a California Domestic
Non -Profit
IVAN WILD
Major Divisional Commander
Approved as to Form:
JANICE D. MAGDICH
City Attorney
AMENDMENT NO. 3
COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AMENDMENT NO. 3 TO PROFESSIONAL SERVICES AGREEMENT, is made and
entered this day of 2021, by and between the CITY OF LODI, a municipal
corporation (hereinafter "CITY"), and COMMUNITY PARTNERSHIP FOR FAMILIES OF SAN JOAQUIN,
a California Domestic Non -Profit, (hereinafter "CONTRACTOR").
WITNESSETH:
1. WHEREAS, CONTRACTOR was retained by the City to provide application administration
services for the Lodi Electric Utility's Customer Assistance & Relief (CARE) Package program;
and
2. WHEREAS, CONTRACTOR and CITY entered into a Professional Services Agreement on
August 20, 2019, (the "Agreement"), the original of which is on file with the City Clerk's Office:
WHEREAS, on June 3, 2020, CONTRACTOR and CITY executed Amendment No. 1 to expand
the Contractor's scope of services as a third -party administrator of the Customer Assistance &
Relief Energy (CARE) Package program (Amendment No. 1), the original of which is on file with
the City Clerk's Office; and
4. WHEREAS, on August 19, 2020, CONTRACTOR and CITY executed Amendment No. 2 to
expand the term of the Agreement as a third -party administrator of the Customer Assistance &
Relief Energy (CARE) package program (Amendment No. 2), the original of which is on file with
the City Clerk's Office; and
5. WHEREAS, the CARE program will be extended through September 30, 2021; and
6. WHEREAS, by approval of Resolution No. 2020-121, and Resolution No. 2020-184, Lodi City
Council has authorized the City Manager to increase CARE Program third -party administrator
contract limits by an indefinite amount each, however, collectively, not -to -exceed $102,000; and
7. WHEREAS, the Agreement, Amendment No. 1, and Amendment No. 2 are collectively referred to
as the "Agreement" and by this reference are incorporated as if fully set forth herein.
NOW, THEREFORE, the parties agree to amend the Agreement to extend the term of the
Agreement to and including September 30, 2021.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this Amendment No. 3 on
the date and year first above written.
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
Attest:
JENNIFER CUSMIR
City Clerk
COMMUNITY PARTNERSHIP FOR FAMILIES
OF SAN JOAQUIN, a California
Domestic Non -Profit
MEREDITH BAKER
Executive Director
Approved as to Form.
JANICE D. MAGDICH
City Attorney
RESOLUTION NO. 2021-183
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXTEND TEMPORARILY -MODIFIED CUSTOMER
ASSISTANCE & RELIEF ENERGY (CARE) PACKAGE PROGRAM TERM TO
SEPTEMBER 30, 2021 AND TO EXECUTE THIRD AMENDMENTS TO TERM OF
THE PROFESSIONAL SERVICES AGREEMENTS WITH EFFICIENCY SERVICES
GROUP, LLC, THE SALVATION ARMY, AND COMMUNITY PARTNERSHIP FOR
FAMILIES OF SAN JOAQUIN TO SEPTEMBER 30,2021; AND FURTHER
AUTHORIZE FISCAL YEAR 2021 APPROPRIATIONS AND EXPENDITURES TO
CARRY OVER INTO FISCAL YEAR 2022
WHEREAS, by Resolution No. 2020-121, the Lodi City Council temporarily modified
eligibility requirements to make additional emergency electric payment assistance available to
Lodi Electric Utility (LEU) customers to August 31, 2020, during COVID-19 mitigation; and
WHEREAS, by Resolution No. 2020-184, participation in the temporarily -modified
program was extended to June 30, 2021; and
WHEREAS, the City of Lodi, located within San Joaquin County, is continuing its efforts
to protect, promote, and improve the health and well-being of its citizens and has identified the
extension of the CARE Program as a necessary component of this effort; and
WHEREAS, staff recommends extending the temporarily -modified CARE Program until
September 30, 2021; and
WHEREAS, the CARE assistance authorized to be applied to outstanding utility bills will
only be applied to the electric portion of the utility bill; and
WHEREAS, sufficient funding in the amount of $351,000 was authorized by Resolution
No. 2020-184 to extend the temporarily -modified CARE Program, including third party
administrative costs and will roll and be available in Fiscal Year 2021/2022 for said extension.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to extend the temporarily -modified Customer Assistance & Relief
Energy (CARE) Package Program term to September 30, 2021; and
BE IT FURTHER RESOLVED that the Lodi City Council does hereby authorize the
City Manager to execute Third Amendments to term of the Professional Services Agreements
with Efficiency Services Group, LLC, the Salvation Army, and Community Partnerships for
Families of San Joaquin; and
BE IT FURTHER RESOLVED that the Lodi City Council does hereby authorize the
carryover of appropriations from the Public Benefits Fund (50465300.72450 and
50465300.72921) from FY 21 to FY 22; and
BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol
Manual (adopted 11/6/19, Resolution No. 2019-223), the City Attorney is hereby authorized to
make minor revisions to the above -referenced document(s) that do not alter the compensation
or term, and to make clerical corrections as necessary.
Dated: June 16, 2021
I hereby certify that Resolution No. 2021-183 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held June 16, 2021, by the following votes:
AYES: COUNCIL MEMBERS — Chandler, Hothi, Khan, and Kuehne
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Nakanishi
ABSTAIN: COUNCIL MEMBERS — None
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JENNIFER USMIR
City Clerk
2021-183