HomeMy WebLinkAboutResolution - 5210 - Contract - TDHCA - Low-Income Familes, Weatherization Services - 07_11_1996RESOLUTION NO.5210
July 11, 1996
Item #17
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed to
execute for and on behalf of the City of Lubbock a Contract with the Texas Department of
Housing and Community Affairs to assist low-income families with weatherization services.
Said Contract is attached hereto and incorporated in this Resolution as if fully set forth herein
and shall be included in the minutes of the Council
Passed by the City Council this 11 th
ATTEST:
Betty . Johnson, ity Secretary
APPROVED AS TO CONTENT:
(@ CU� (S;70,,
Doug Goo , Managing Director of
Health & CQnJmunity Services
ALW.jsn-XDOH&CA.RES
ccdocs/June 25, 1996
day of July , 1996.
RESOLUTION NO.5210
July 11, 1996
Item #17
TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS
CONTRACT NO. 406048 FOR THE
SOUTHWESTERN PUBLIC SERVICE LOW-INCOME PROGRAM IN
WEATHERIZATION
SECTION 1. PARTIES TO CONTRACT
This agreement is made by and between the Texas Department of Housing and Community
Affairs, an agency of the State of Texas (hereinafter the "Department") and CITY OF
LUBBOCK (hereinafter the "Contractor").
SECTION 2. DEPARTMENT FINANCIAL OBLIGATIONS
A. Department's obligations under this contract are contingent upon the actual receipt by
Department of adequate Southwestern Public Service (SPS) Low -Income Program (LIP)
in Weatherization funds. If sufficient funds are not available, Department shall notify
Contractor in writing within a reasonable time after such fact is determined. Department
shall then terminate this contract and will not be liable for the failure to make any
payment to Contractor under this contract.
B. Department is not liable for any cost incurred by Contractor which:
(1) is incurred to weatherize a dwelling unit which is not an eligible dwelling unit as
defined in 10 C.F.R. 440.22; (there are no categorically eligible clients in the SPS LIP
in Weatherization)
(2) is incurred to weatherize a dwelling unit which is designated for acquisition or
clearance by a federal, state, or local program within twelve months from the date
weatherization of the dwelling unit is scheduled to be completed;
(3) is not incurred during the Contract Period;
(4) is not reported to Department on a SPS LIP Progress Expenditure Report, within sixty
(60) days of the termination of this contract;
(5) is subject to reimbursement by a source other than Department;
(6) is made in violation of any provision of this contract or any provision of federal or
state law or regulation, including, but not limited to, those enumerated in this contract;
or
(7) is incurred on a unit that is outside the SPS service area.
I
C. Contractor shall refund, within fifteen (15) days of Department's request, any sum of
money paid to Contractor which Department determines has resulted in an overpayment
or has not been spent in accordance with the terms of this contract. Department may
offset or withhold any amount otherwise owed to Contractor under this contract against any
amount owed by Contractor to Department arising under this or any other contract
between the parties.
SECTION 3. METHOD OF PAYMENT / CASH BALANCES
A. Each month, Contractor may request a reimbursement payment for funds expended
under the budget categories of the Attachment A by submitting to Department at its
offices in Travis County, Texas a SPS LIP Progress Expenditure Report and a TDHCA
approved invoice for services.
B. Contractor's requests for funds shall be for the amount expended and accrued in the
reporting month. In no event shall Contractor request an advance. Contractor shall
establish procedures to minimize the time elapsing between the transfer of funds from
Department and the disbursal of such funds by Contractor.
C. All funds paid to Contractor under this contract are paid in trust for the exclusive benefit
of the eligible recipients of the SPS LIP in Weatherizaton and for the payment of
the allowable expenditures identified in Section 7.
SECTION 4. COST PRINCIPLES
Except as specifically modified by law or the terms of this contract, in performing this
contract, Contractor shall comply with the cost principles set forth in OMB Circular No. A-122
(non -profits) or OMB Circular No. A-87 (units of local governments).
SECTION 5. UNIFORM ADMINISTRATIVE REQUIREMENTS
Except as specifically modified by law or the terms of this contract, in performing this
contract, Contractor shall comply with the uniform administrative requirements set forth in
OMB Circular No. A-110 (non -profits) or the Common Rule, 10 C.F.R. 600.400 et seq. (units of
local government).
SECTION 6. TERMINATION AND SUSPENSION
A. Department may terminate this contract, in whole or in part, at any time Department
determines that there is cause for termination. Department shall notify Contractor in
writing at least thirty (30) days before the date of termination.
B. Nothing in this Section shall be construed to limit Department's authority to withhold
payment and immediately suspend Contractor's performance of this contract if
a
Department identifies possible instances of fraud, abuse, waste, fiscal misman-
agement, or other serious deficiencies in Contractor's performance. Suspension
shall be a temporary measure pending either corrective action by Contractor or a
decision by Department to terminate this contract.
C. Department shall not be liable for any costs incurred by Contractor after termination or
during suspension of this contract. Notwithstanding the termination or suspension of this
contract, Contractor shall not be relieved of any liability for damages due to Department
by virtue of any breach of this contract by Contractor. Department may withhold any
payment otherwise due to Contractor until such time as the exact amount of damages
owed to Department by Contractor is determined and paid.
SECTION 7. ALLOWABLE EXPENDITURES
A. The allowability of Contractor's costs incurred in the performance of this contract shall
be determined in accordance with the provisions of Section 5 and the regulations set
forth in 10 C.F.R. 440.18, subject to the limitations and exceptions set forth in this Section.
B. Allowable weatherization expenditures under Attachment A includes the cost of labor,
materials and program support. No costs associated with Contractor's administrative
personnel, travel (out of service area), office space, equipment, and supplies are
allowable. Program Support cost may not exceed 15% of the total SPS funds expended
on any one unit.
PROVIDED THAT:
(1) Weatherization measures installed meet the requirements of a Savings to
Investment Ratio of 1 or better as demonstrated by the SPS EASY audit program;
(2) Weatherization materials which meet or exceed the standards prescribed by DOE in
10 C.F.R. Part 440, Appendix A are installed in compliance with the Materials
Installation Standards Manual.
(3) Only those homes that are heated and/or cooled by electricity furnished by SPS will
be eligible for DOE Approved Weatherization measures.
C. Contractor shall demonstrate, offer and, when desired by customer(s), install low flow
showerheads for all participating customers. Low flow showerheads will be offered free
to all participants in this Program who have electric water heaters. The new showerhead
will be demonstrated by the installer and the existing showerhead will be left with the
customer. Installers will not attempt to install low flow showerheads when the
customers plumbing appears to be defective or unsuitable for the measures.
D. Contractors shall demonstrate, offer and, when desired by customer(s), install compact
fluorescent lights (CFLs).
E. Contractor shall provide appropriate energy education for all participants. This will
include information about how to read an electric meter, understand information contained
on an electric bill, understand the savings impacts of CFLs, and low flow showerheads
and other general information concerning energy management.
F. To the maximum extent practicable, Contractor shall secure the services of (1)
volunteers, (2) training participants, and (3) public service employment workers assisted
pursuant to the Job Training Partnership Act, to weatherize dwelling units under the
direction of qualified supervisors.
SECTION 8. RECORD KEEPING REQUIREMENTS
A. Contractor shall comply with the record keeping requirements set forth at 10 C.F.R. 440.24
and with such additional record keeping requirements as specified by Department.
B. For each dwelling unit weatherized with funds received under this contract,
Contractor shall maintain a file containing the following information:
(1) completed Application for Weatherization Services (Department form);
(2) eligibility documentation (proof of income eligibility shall consist of checks, check
stubs, award letters, employer statements, or other similar documents including
total income and public assistance payments); no dwelling unit shall be weatherized
without documentation that the dwelling unit is an eligible dwelling unit as defined in
10 C.F.R. 440.22;
(3) Building Weatherization Report (Department form) to include certification of final
inspection;
(4) invoices of materials purchased and/or inventory removal sheets;
(5) invoices of labor;
(6) Notice of Denial (Department form) if applicable;
(7) SPS EASY audit "Measures Ranked by SIR" form;
(8) Other forms as may be required via the Issuance System.
C. Materials standards documentation for weatherization materials purchased under this
contract must be maintained. These standards must meet the requirements as per
Appendix A of 10 CFR 440 and the Material Installation Standards Manual.
E. Contractor shall give Department and SPS access to and the right to reproduce all
records pertaining to this contractor. All such records shall be maintained for at least
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three years after final payment has been made and all other pending matters are closed.
Contractor shall include the requirements of this Subsection in all subcontracts.
F. All program records maintained by Contractor, except records made confidential by
law, shall be available for inspection by the public during Contractor's normal business
hours to the extent required by the Texas Open Records Act, TEX. GOV'T CODE ANN.
Chapter 551.
SECTION 9. REPORTING REQUIREMENTS
A. Contractor shall submit a SPS LIP Progress Expenditure Report for each month of the
Contract Period. Such monthly reports must be received by Department no later than
the 20th day of the following month. Expenditure reports are due even if Contractor
has no new activity to report.
B. Contractor shall submit to Department within sixty (60) days following the date of
termination of this contract final expenditure reports utilizing the SPS LIP Progress
Expenditure Report. The failure of Contractor to provide a full accounting of all funds
expended under this contract shall be sufficient reason for Department to deny or
terminate any future SPS LIP contracts to Contractor.
C. Contractor shall submit such other reports, data, and information on the performance of
this contract as may be required by SPS, or by Department.
D. If Contractor fails to submit, in a timely and satisfactory manner, any report or response
required by this contract, including responses to monitoring reports, Department may
withhold payments otherwise due Contractor hereunder. Payments may be withheld
until such time as the delinquent report or response is received by Department. If
the delinquent report or response is not received within forty-five (45) days of its due
date, Department may suspend or terminate this contract. If Contractor receives
Weatherization Program funds from Department over two or more contract periods,
funds may be withheld or this contract suspended or terminated by Contractor's failure
to submit a report or response (including a report of audit) past due from a prior
contract period.
SECTION 10. CHANGES AND AMENDMENTS
Any change in the terms of this contract as required by a change in state or federal law or
regulation is automatically incorporated herein effective on the date designated by such
law or regulation. Except as otherwise specifically provided herein, any other change in the
terms of this contract shall be by amendment hereto in writing and executed by both parties to
this contract or by a Department issued Letters) of Notification.
5
SECTION 11. DEPARTMENT ISSUANCES
Department may issue directives which serve to interpret or clarify the terms of this contract.
Such directives shall be issued by Department in the form of SPS LIP Policy Issuances.
Issuances shall not alter the terms of this contract so as to relieve Department of any
obligation of reimbursement of an allowable cost incurred by Contractor prior to the effective
date of the Issuance. All SPS LIP Policy Issuances promulgated by Department, whether
before or after the commencement date of this contract, shall govern the performance of
this contract until specifically rescinded by Department.
SECTION 12. INDEPENDENT CONTRACTOR
It is agreed that Contractor is an independent contractor. To the extent allowed by law,
Contractor agrees to hold Department harmless and indemnify it against any disallowed
costs or other claims asserted by any person in connection with the services to be
performed by Contractor under this contract.
SECTION 13. PROCUREMENT STANDARDS & SUBCONTRACTS
A. Contractor shall develop and implement procurement procedures which conform with
the uniform administrative requirements referenced in Section 5. Contractor shall not
procure supplies, equipment, materials, or services except in accordance with its
procurement procedures and WAP Policy Issuance #88-10.1. All procurement contracts,
other than "small purchases" as defined in WAP Policy Issuance #88-10.1, shall be in
writing and shall contain the provisions required by WAP Policy Issuance #88-10.1.
B. Contractor shall ensure that its subcontractors comply with all applicable terms of this
contract as if the performance rendered by the subcontractor was being rendered by
Contractor. Contractor shall inspect all subcontractors' work and shall be responsible for
ensuring that it is completed in a good and workman -like manner.
SECTION 14. PROPERTY MANAGEMENT
A. Contractor shall develop and implement a property management system which conforms
with the uniform administrative requirements referenced in Section 5. Contractor
shall not use, transfer, or dispose of any property acquired in whole or in part with
funds provided under this or a previous weatherization assistance program contract
except in accordance with its own property management system and Department
Issuances.
B. Contractor shall establish adequate safeguards to prevent loss, damage, or theft of
property acquired hereunder and shall promptly report to Department any loss, damage,
or theft of property with an acquisition cost of Five Hundred Dollars ($500.00) or more.
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C. Contractor shall not purchase any equipment with funds from this contract.
SECTION 15. INSURANCE REQUIREMENTS
Contractor shall maintain adequate personal injury and property damage liability
insurance or, if Contractor is a unit of local government, sufficient self insurance reserves
to protect against the hazards arising out of or in connection with the performance of this
contract.
SECTION 16. LITIGATION AND CLAIMS
Contractor shall give Department immediate written notice of any claim or action filed with
a court or administrative agency against Contractor and arising out of the performance of this
contract or any subcontract hereunder. Contractor shall furnish to Department copies of all
pertinent papers received by Contractor with respect to such action or claim.
SECTION 17. TECHNICAL ASSISTANCE AND MONITORING
Department or its designee may conduct periodic on -site monitoring and evaluation of
the efficiency, economy, and effectiveness of Contractor's performance of this contract.
Department will advise Contractor in writing of any deficiencies noted during such
monitoring. Department may provide technical assistance to Contractor and may require
changes in Contractor's accounting, personnel, procurement, and management procedures
in order to correct any deficiencies noted. Contractor may be required by Department to
return to dwelling units to correct identified problems. Department may conduct follow-up
visits to review and assess the efforts Contractor has made to correct previously noted
deficiencies. Department may withhold funds, deobligate funds, suspend performance,
terminate this contract, or invoke other remedies in the event monitoring reveals material
deficiencies in Contractor's performance or if Contractor fails to correct any deficiency
within a reasonable period of time.
SECTION 18. LEGAL AUTHORITY
A. Contractor represents that it possesses the practical ability and the legal authority to
enter into this contract, receive and manage the funds authorized by this contract, and
perform the services Contractor has obligated itself to perform under this contract.
B. The person signing this contract on behalf of Contractor hereby warrants that he/she has
been authorized by Contractor to execute this contract on behalf of Contractor and to
bind Contractor to all terms herein set forth.
C. Department shall have the right to suspend or terminate this contract if there is a dispute
as to the legal authority of either Contractor or the person signing this contract to enter
into this contract or to render performances hereunder. Should such suspension or
termination occur, contractor is liable to Department for any money it has received for
performance of the provisions of this contract.
SECTION 19. PREVENTION OF FRAUD AND ABUSE
A. Contractor shall establish, maintain, and utilize internal control systems and
procedures sufficient to prevent, detect, and correct incidents of waste, fraud, and
abuse in the SPS LIP and to provide for the proper and effective management of all
program and fiscal activities funded by this contract. Contractor's internal control systems
and all transactions and other significant events must be clearly documented and the
documentation made readily available for monitoring by Department.
B. Contractor shall give Department complete access to all of its records, employees, and
agents for the purpose of monitoring or investigating the SPS LIP. Contractor shall fully
cooperate with Department's efforts to detect, investigate, and prevent waste, fraud, and
abuse. Contractor shall immediately notify the Department of any identified instances of
waste, fraud, or abuse.
C. Contractor may not discriminate against any employee or other person who reports a
violation of the terms of this contract or of any law or regulation to Department or to
any appropriate law enforcement authority, if the report is made in good faith.
SECTION 20. CONFLICT OF INTEREST/NEPOTISM
A. Contractor represents that neither it nor any member of its governing body presently
has any interest or shall acquire any interest, directly or indirectly, which would conflict
with the performance of this contract and that no person having such interest shall be
employed by Contractor or appointed as a member of Contractor's governing body.
B. Contractor shall establish safeguards to prohibit its employees from using their
positions for a purpose that is or gives the appearance of being motivated by a desire for
private gain for themselves or others, particularly those with whom they have family,
business or other ties.
C. Contractor agrees that it will comply with TEX. GOV'T CODE ANN. Chapter
573 by ensuring that no officer, employee, or member of the governing body of
Contractor shall vote for or confirm the employment of any person related within the
second degree of affinity or third degree of consanguinity to any member of the
governing body or to any officer or employee authorized to employ or supervise such
person. This prohibition shall not prohibit the continued employment of a person who
has been continuously employed for a period of two years prior to the election or
appointment of the officer, employee, or governing body member related to such person in
the prohibited degree.
SECTION 21. POLITICAL ACTIVITY AND LOBBYING
A. No funds provided under this contract may be used to attempt to influence in any manner
a member of Congress to favor or oppose any legislation or appropriation by Congress, nor
to lobby state or local elected officials.
SECTION 22. NON-DISCRIMINATION AND EQUAL OPPORTUNITY
No person shall on the ground of race, color, religion, sex, national origin, age, handicap,
political affiliation or belief be excluded from participation in, be denied the benefits of, be
subjected to discrimination under, or be denied employment in the administration of or in
connection with any program or activity funded in whole or in part with funds made available
under this contract.
SECTION 23. SPECIAL COMPLIANCE PROVISIONS
Contractor shall comply with the requirements of all applicable laws and regulations,
including those specified in 10 C.F.R. Sec. 600.436 (i).
SECTION 24. MAINTENANCE OF EFFORT
Funds provided to Contractor under this contract may not be substituted for funds or
resources from any other source nor in any way serve to reduce the funds or resources
which would have been available to or provided through Contractor had this contract never
been executed.
SECTION 25. DEBARRED AND SUSPENDED PARTIES
Contractor must not make any award (subgrant or contract) to any party which is debarred or
suspended or is otherwise excluded from or ineligible for participation in Federal assistance
programs under Executive Order 12549, "Debarment and Suspension."
SECTION 26. NO WAIVER
No right or remedy given to Department by this contract shall preclude the existence of any
other right or remedy, nor shall any action taken in the exercise of any right or remedy be
deemed a waiver of any other right or remedy. The failure of Department to exercise any
right or remedy on any occasion shall not constitute a waiver of Department's right to exercise
that or any other right or remedy at a later time.
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SECTION 27. PRIOR ORAL AND WRITTEN AGREEMENTS
All prior oral or written agreements between the parties hereto relating to the subject matter
of this contract have been reduced to writing and are contained herein.
SECTION 28. SEVERABILITY
If any portion of this contract is held to be invalid by a court of competent jurisdiction, the
remainder of it shall remain valid and binding.
SIGNED this 11th day of July , 1996.
�ITYMLBOCK
DAVID R. LANGSTON, MAYOR
TEXAS DEPARTMENT OF HOUSING
AND COMMUNITY AFFAIRS
EXECUTIVE DIRECTOR
This contract in not effective unless signed by the Executive Director of the Department or his
authorized designee.
APPROVED AS TO CONTENT:
Doug Goodm Managing Director
Health & Community Services
ATTEST:
Betty W. Johnsony City Secretary
10
SPS LOW-INCOME PROGRAM
ATTACHMENT A
PERIOD, PERFORMANCE AND BUDGET COMPONENT
CONTRACTOR NAME: CITY OF LUBBOCK
CONTRACT NUMBER: 406048
CONTRACT PERIOD
The period for performance of this contract, unless earlier terminated, is
January 16, 1996 through March 31, 1997 (hereinafter the "Contract Period").
CONTRACTOR PERFORMANCE
Contractor shall, on an equitable basis throughout its combined SPS/WAP
service area, develop and implement a SPS Low -Income Program in
Weatherization to achieve a prescribed level of assistance for eligible low-
income persons, particularly the elderly and handicapped. Contractor shall
implement the program in accordance with the provisions of SPS LIP training
manual, the Texas WAP Installation Standards Manual and the terms of this
contract. Contractor's service area shall coincide with the SPS service area
in the following Texas counties:
Lubbock County
Contractor shall provide weatherization program services to complete a
minimum of 63 dwelling units during the contract period. Costs per unit shall
not exceed an average of $600.00., Contractor shall complete weatherization
and all other energy conservation measures as listed in Attachment B,
Production Schedule. Failure to complete, at a minimum, the production
figures listed in Attachment B may result in reduction of funds and measures
or termination of this contract.
BUDGET
A. In consideration of Contractor's satisfactory performance of this
contract, Department shall reimburse Contractor for the actual allowable
costs incurred by Contractor in the amount of:
(1) Funds for SPS LIP: 37661.00
B. By written notice to Contractor, Department
additional funds from this budget component.
Contractor may assume that the total award
will be: 37661.00
Page 1
may deobligate or obligate
For planning purposes only,
during the Contract Period
1/
The budget listed below is based on minimum units and maximum dollars.
MEASURES CATEGORY
Weatherization
Compact Fluorescent Lights
Showerheads
TOTAL
TOTAL
SPS MEASURES
------------------
63 Wx. Units
157 CFLs
82 Showerheads
NUMBER OF UNITS AMOUNT
------------------------------
63 37661.00
157 .00
82 .00
37661.00
ATTACHMENT B
PRODUCTION SCHEDULE
4/1/96
7/1/96
10/1/96
1/1/97
through
through
through
through
6/30/96
%
9/30/96
%
12/31/96
% 3/31/97 %
------- ------
5
.08
------- ------
20
.32
-------- ------
27
------- ------
.43 11 .1"
20
.13
75
.48
23
.15 11 .0.
15
.18
30
.37
17
.21 20 .24
Notes: Weatherization Funds = 37661.00
Weatherization units are minimum figures.
CFL and Showerhead totals are maximum figures.
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