HomeMy WebLinkAboutResolution - 5608 - Interlocal Contract - TNRCC - Well Head Protection Program - 08_28_1997Resolution No.5608
Item #23
August 28, 1997
RESOLUTION
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 an Interlocal Contract for the Well Head
Protection Program, by and between the City of Lubbock and the Texas Natural Resource
Conservation Commission, attached herewith, in substantially the same form as Exhibit "A",
and any associated documents, which Contract shall be spread upon the minutes of the Council
and as spread upon the minutes of this Council shall constitute and be a part of this Resolution
as if fully copied herein in detail
Passed by the City Council this 28th day of August _, 1997.
ATTEST:
Kaytge Darnell, City Secretary
APPROVED AS TO CONTENT:
e ry Elle rook, Managing Director o
Water Utilities
APPROVED AS TO
Richard K. Casner, atural Resources Ittorney
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August 22, 1997
THE STATE OF TEXAS
COUNTY OF TRAVIS
IN7ERLOCAL CONTRACT
Contract Number 2000006 (90
THIS INTERLOCAL (INTERGOVERNMENTAL) CONTRACT (CONTRACT) is entered into by and between the
Governmental Entities shown below as Contracting Parties, pursuant to the authority granted and in compliance with the
provisions of the Interlocal Cooperation Act, Texas Government Code, Chapter 791.
I. CONTRACTING PARTIES:
The RECEIVING AGENCY, OR TNRCC: Texas Natural Resource Conservation Commission
The PERFORMING PARTY: City of Lubbock. Texas
II. STATEMENT OF SERVICES TO BE PERFORMED:
See Attachment A
III. BASES FOR CALCULATING REIMBURSABLE COSTS:
See Attachment B and Exhibits B-1 through B-3.
IV. CONTRACT AMOUNT
TNRCC shall reimburse allowable costs of performing services under this contract in the maximum
amount of $%,600. Reimbursement of costs is contingent on Performing Party's providing 40% of
funds or in kind contribution in the amount or value of $64,400.
Performing Party's contribution shall be drawn from non-federal sources.
V. ADDMONAL CONTRACT PROVISIONS
See Attachment C
VI. TERM OF CONTRACT:
This Contract shall begin on the date of execution by TNRCC, and shall terminate on full performance.
Full performance is due on August 31. 1999.
It is expressly understood and agreed by the parties hereto that the performance on the part of the
Agency and/or the Performing Party of any obligations hereunder is contingent upon and subject to
actual receipt by the Agency of sufficient and adequate funds from the sources contemplated by this
Contract. To the extent the performance of this contract transcends the biennium in which this
Contract is entered into, this Contract is specifically contingent upon the continued authority of the
Agency and appropriations therefor.
VII. FUNDING
This Contract is fimded in part by a grant from the U.S. Environmental Protection Agency (EPA)
piasoant to the Federal Water Pollution Control Act (Clean Water Act) 9319. Neither the United States
nor the EPA or any of its employees is a party to this Contract. This Contract is subject to the availability
of fiords from EPA. This Contract is subject to and shall be in accordance with all terms and conditions
of the Cooperative Grant between the Texas Natural Resource Conservation Commission (MCC) and
EPA. The RECEIVING AGENCY sball comply will all terms and provisions of the Cooperative Grant
(EPA Assistance Agreement C9-96146-04-0) between the Texas Natural Resource Conservation
Commission and Environmental Protection Agency. This Contract is also subject to the Federal
Regulations contained in 40 CFR Part 31. v The RECEIVING AGENCY and the PERFORMING
PARTY agree that appropriate clauses, as applicable, in 40 CFR §31.36(l) and 133.1030 apply to the
work to be performed under this Contract. Each party paying for the performance of government
functions or services must make those payments from current revenues available to the paring party.
VIII. ATTACHMENTS
Attachments A, B, and C are attached to this Contract and are made a part of this Contract for all
purposes. Exhibits B-1, B-2 and B-3 are attached to this Contract and are made a part of this Contract
for all purposes. All exhibits specifically mentioned in Attachment A andattached thereto are made a
part of this Contract for all purposes.
The RECEIVING AGENCY farthercerfifies that it has the authority to contract for the above services by authority granted
in the Current Appropriations Act, TEx. WATER CoDE §5.229 and TEx. HEALTH Aim SAFETY CoDE 1382.033.
PERFORMING PARTY further certifies that it has authority to perform the services coat m.-ted for by authority granted
in GOVERNMENT CODE §791.001.
VII. FUNDING
This Contract is funded in part by a grant from the U.S. Environmental Protection Agency (EPA)
pursuant to the Federal Water Pollution Control Act (Clean Water Act) §319. Neither the United
States nor the EPA or any of its employees is a party to this Contract. This Contract is subject to the
availability of funds from EPA. This Contract is subject to and shall be in accordance with all terms
and conditions of the Cooperative Grant between the Texas Natural Resource Conservation
Commission (MCC) and EPA. The RECEIVING AGENCY shall comply will all terms and
provisions of the Cooperative Grant (EPA Assistance Agreement C9-961464)4-0) between the Texas
Natural Resource Conservation Commission and Environmental Protection Agency. This Contract is
also subject to the Federal Regulations contained in 40 CFR Part 31. The RECEIVING AGENCY and
the PERFORMING PARTY agree that appropriate clauses, as applicable, in 40 CFR §31.36(1) and
§33.1030 apply to the work to be performed under this Contract. Each party paying for the
performance of government functions or services must make those payments from current revenues
available to the paying party.
VIII. ATTACHMENTS
Attachments A, B, and C are attached to this Contract and are made a part of this Contract for all
purposes. Exhibits B-1, B-2 and B-3 are attached to this Contract and are made a part of this Contract
for all purposes. All exhibits specifically mentioned in Attachment A and attached thereto are made
a part of this Contract for all purposes.
The RECEIVING AGENCY further certifies that it has the authority to contract for the above services by authority
granted in the Current Appropriations Act, TEx. WATER CODE §5.229 and TEx. HEALTH AND SAFETY CoDE 1382.033.
PERFORMING PARTY further certifies that it has authority to perform the services contracted for by authority granted
in FOCAL GOVERNMENT CODE §391.004 AND HEALTH AND SAFETY CODE §363.0615.
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RECEIVING AGENCY:
Texas Natural Resource Conservation Commission
By: 6 f
Sea Pete! n, Deputy r
Office of Water Resource Management
Date: g 0- - ' q —I
PERFORMING PARTY:
City of Lubbock, Texas
BY
Mayor
ATTEST:
City Secretary
APPROVED AS TO CONTENT:
r of�cWorks��
APPROVED AS TO FORM:
Assistant City Attorney
** THIS CONTRACT DOES NOT REQUIRE APPROVAL BY THE GENERAL SERVICES COMMISSION **
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ATTACE ENT A
SCOPE OF SERVICES AND SCHEDULE OF DELIVERABLES
ATTACEMENT A
SCOPE OF SERVICES AND SCHEDULE OF DELIVE1tABLES
The TNRCC is the state's designated administrator of the Wellhead Protection (WHP) Program.
As such, the TNRCC strives to work with local governments to establish VnIP programs and
implement best management practices (BMPs) to prevent contamination of the state's ground water
resources. The RECEIVING AGENCY AND THE PERFORMING PARTY desire to enter into
this cooperative agreement in order to combine their resources and abilities. The TNRCC will
provide technical assistance to the PERFORMING PARTY in order to coordinate WB P program
implementation by governmental entities having jurisdiction. Details of the contracted duties are
listed below:
I. SCOPE OF SERVICES
A. Project Preparation
1. Purchase global positioning system (GPS) receivers and geographic
information system (GIs) software.
a. PERFORMING PARTY shall obtain two (2) GPS receivers,
accessories, and real time correction (RTC) receiver components.
These receivers shall be used to verify and digitize potential
contaminant source and public water supply well locations.
PERFORMIMG PARTY shall also obtain necessary software for
postprocessing collected GPS data and/or real-time correction
accessories. The GPS components and RTC components shall be
completely compatible with RECBIVMG AGENCY equipment and
software.
b. PERFORIVIING PARTY shall obtain not less than two copies of
GIs software. Software must be completely compatible with
RECEIVING AGENCY equipment and software.
C. PERFORMING PARTY shall train project staff in the use and
operation of the GPS and GIs equipment.
2. PERFORMING PARTY shall use GPS receivers to verify locations of
public water supply wells to within 2 to 5 meter accuracy level. Digitized
data shall then be input into PERFORMING PARTY's GIs system and
correlated to data collected in Paragraph I.(B)(2).
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B. Potential Contaminant Source Identification
1. PERFORMING PARTY shall prioritize potential sources of contamination
(PSOC) to be included in this project. This project is limited to PSOCs
located within Wellhead Protection Areas (WHPAs) delineated by the
RECEIVING AGENCY around the city of Lubbock's public water supply
(PWS) wells. The TNRCC Wellhead Protection Report for the city of
Lubbock (AS-101/WBP) identifies the delineated Wellhead Protection
Areas and PSOCs.
2. PERFORMING PARTY shall use GPS receivers to assign accurate (2 to
5 meter accuracy level) locations to prioritized PSOCs. Digitized inventory
data shall then be input into the GIS system. PERFORMING PARTY,
with consultation from RECEIVING AGENCY, shall determine which
PSOCs present the greatest threat to public water supply wells. Of
particular interest are locations of hydrocarbon contamination plumes
located in the soil horizon and/or in the water table and abandoned water
wells. Task shall be completed not later than March 31, 1999.
C. Best Management Practice Implementation
A. Best Management Practices:
Best Management Practices to be implemented under this Contract may
include but are not limited to:
Abandoned water well closure%apping according to state guidelines;
Clean-up of illegal dumping activities;
Enforcement of existing ordinances;
Adoption of new ordinances (e.g. Wellhead Protection Ordinance);
Adoption of Wellhead Protection contingency plan,
Household hazardous waste collection;
Erection of Wellhead Protection signs/roadside markers,
Public education/outreach;
Clean-up of hydrocarbon contamination dire to leaking petroleum storage
tanks (100% of this cost will be borne out of the state's Petroleum Storage
Tank (PS7) Fund administered by the RECEIVING AGENCY);
Best management practices identified in the State of Texas Nonpoint Source
Strategy; and
Activities which are approved by the RECEIirING AGENCY as an
appropriate best management practice.
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Note: Silvicultural activities are under jurisdiction of the Texas State Soil
and Water Conservoation Board Coordination with the Board if necessary,
will be coordinated by the PERFORMING PARTY.
These best management practices have been approved by the United States
Environmental Protection Agency, Region 6 for the Texas Wellhead
Protection Program. Other best management practices, as listed in the
Texas Nonpoint Source Strategy, may also be implemented under this
Contract.
2. PERFORMING PARTY shall conduct public education/outreach activities to
inform the public about the Wellhead Protection Program and best
management practices to be implemented.
3. Before temporarily capping abandoned water wells, PERFORMING PARTY
shall obtain cost estimates and provide such estimates to RECEIVING
AGENCY in writing for coordination and input from the RECEIVING
AGENCY and the United States Environmental Protection Agency Region
6 (EPA) prior to temporary capping activities.
4. PERFORMING PARTY shall contact owners/operators of leaking PSTs to
which it has knowledge. PERFORMING PARTY shall advise
owners/operators of legal and financial responsibilities, availability of state
funds for remediation, and Wellhead Protection potential threats.
TNRCC PST Program will address all PST related potential sources found
in the delineated WHPAs for mitigation. The PST fund is established by the
Texas Legislature and is used to clean up contamination caused by leaking
PSTs on a first come, first serve basis. The responsibility for accessing this
fund lies with the responsible party and the local governing authority. In this
project, the city will direct the responsible parties to begin clean-up
activities The responsible party will then contact the 7NRCC PST Program
who will fund the cleavr-up activities Because of the sensitivity of the aquifer
and the extent of the brown contcnnination, the PST Program has placed
considerable priority to clean-up of these sites Assurances that clean-up
will take place are incumbent upon the PST Remediation Funds regulations
as mandated by the Texas Legislature. Any "hot slots" turned over to the
PST Program will receive attention. Notwithstanding the above, the
PERFORMING PARTY shall not be responsible, in any way, manner or
form, for the supervision, or monitoring activities, or any costs whatsoever,
of the PST clean up activities Further any and all costs of PST clean up,
whether paid out of the PST fund by the landowner, or by the RECEMNG
AGENCY, shall not comprise any portion of the funds contemplated in this
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contract, nor shall said PST clean up, other than delineated above, he
construed as apart of the project contemplated by this contract.
D. Mapping
1. RECEIVING AGENCY shall generate GIS maps of city Public Water Supply
(PWS) wells, potential contaminant sources, Wellhead Protection Areas, and
mitigated potential contaminant sources. PERFORMING PARTY and
RECEIVING AGENCY shall coordinate the design of the maps. These maps
shall be provided to PERFORMING PARTY.
2. RECEIVING AGENCY and PERFORMING PARTY agree to share all GPS
and/or GIS data files, maps and records directly related to the project
contemplated in this contract. This information shall be made reasonably
available to the public and other government agencies at the time which the
PERFORMING PARTY is reasonably able to do so.
E. Reporting
1. PERFORMING PARTY shall provide to RECEIVING AGENCY quarterly
reports not later than 14 days after the close of each quarter. Reports shall
describe activities undertaken to meet Contract objectives and milestones
achieved. Quarterly reports shall be in a format specified by the RECEIVING
AGENCY AND PERFORMING PARTY.
2. PERFORMING PARTY shall provide to RECEIVING AGENCY a final
report which documents mitigation activities, problems, successes, cost
analyses of mitigation activities, and integration of GPS and GIS.
H. SCHEDULE OF DE1 NERABLES
A. Project Preparation- All services described in Section I.A. of this Attachment
shall be completed by 3/31/99.
B. Potential Contaminant Source Identification- All services described in Section
I.B. of this Attachment shall be completed by 3/31/99.
C. Best Management Practice Implementation- All services described in Section I.
C. of this Attachment shall be completed by 6/30/99.
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D. Mapping- All services described in Section I.D. of this Attachment shall be
completed by 7/31/99.
E. Reporting - All services described in Section I.E. of this Attachment shall be
completed by 7/31/99.
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ATTACENMNT B
PAYMENT CONDITIONS AND PROCEDURES
ARTICLE 1. CONSIDERATION AND PAYMENT
a. TNRCC shall pay for services received from appropriation items or accounts of the TNRCC
from which like expenditures would normally be paid, based upon vouchers drawn by the
TNRCC payable to PERFORMING PARTY.
b. Payments received by the PERFORMING PARTY shall be credited to its current
appropriation item(s) or account(s) from which the expenditures of that character were
originally made.
Requests for reimbursement must be submitted to the individual indicated in "Exhibit B-2,
Payment Details." Requests for reimbursement shall be submitted on S (five) copies of a
properly completed State of Texas Purchase Voucher (Comptroller of Public Accounts
Form 74-112) or an Interagency Transaction Voucher (Form 73-140). The Request shall be
accompanied by a properly completed and signed Financial Status Report (State Supplemental
Form 269a). For each category of expense shown in Exhibit B-1, this Report shall clearly
indicate the PERFORMING PARTY's expenditures for the period in question, cumulative
expenditures to date, and the balance which will remain in each category following
reimbursement of the amount being requested. All requests for reimbursement shall contain
sufficient detail for audit thereof.
d. To be eligible for reimbursement under this Agreement, a cost must have been incurred and
paid by the PERFORMING PARTY within the tmne period indicated in Box 9 of the Financial
Status Report (TNRCC Form 269a), or incurred within the time period indicated in Box 9 of
the Financial Status Report with the intent to pay in full by notlater than 30 days following
receipt of reimbursement from the TNRCC, or 30 days after receipt of a bill or invoice from
the subcontractor or supplier, whichever occurs later.
e. Upon the TNRCC's approval of each payment request, payment shall be made to the
PERFORMING PARTY as soon as practicable of the approved reimbursement amount, less
applicable retainage and less all previous payments.
f. TNRCC reserves the right to suspend or withhold payment for any services or reports
pending the PERFORMING PARTY's completion, revision, or correction of services or
reports identified in "Attachment A."
g. The TNRCC may require the reimbursement of any over -payments determined as a result of
any audit or inspection of records kept by the PERFORMING PARTY on work performed
under this Contract.
ARTICLE 2. RETAINAGE
Tire TNRCC will retain the pez=uge amount shown on Exhibit B-1 from the amounts to be paid to the PERFORMING
PARTY, pending satisfactory completion by the PERFORMING PARTY OF all work specified under this Contract,
acceptance of such work by the TNRCC Project Representative, and delivery to the TNRCC of the release of claims
specified in Article 3.b below.
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ARTICLE 3. PROCEDURES FOR FINAL PAYMENT
a. The TNRCC may refuse to reimburse expenditures for which the PERFORMING
PARTY submits a voucher more than 60 days after the contract's termination.
b. As a condition to final payment or to a termination settlement under this Contract, the
PERFORMING PARTY shall execute and deliver to the TNRCC a release of all claims
against the TNRCC arising under, or by virtue of, this Contract. The PERFORMING
PARTY may exempt any specific claims it may assert, in its discretion, under this provision,
which specific claims shall be set forth in the release of claims.
C. Upon satisfactory completion by the PERFORMING PARTY OF all work specified under
this Contract, acceptance of such work by the TNRCC Project Representative, and delivery
to the TNRCC of the release of claims specified in section 2.b above, the PERFORMING
PARTY will be paid the unpaid balance of any money due for the work (including retainage,
if applicable). The PERFORMING PARTY agrees that the determination of satisfactory
completion of any and all work or other services performed or furnished under this Contract
will be based entirely on the judgment of the staff of the TNRCC, which judgment will be
exercised in a reasonable manner and in good faith.
d. The PERFORMING PARTY agrees that the determination of satisfactory completion will
be based entirely on the judgment of the staff of the TNRCC, which judgement will be
exercised in a reasonable manner and in good faith. The PERFORMING PARTY further
agrees to hold the TNRCC, its officers, agents, and employees harmless from any damages
or claims arising from its determination whether PERFORMING PARTY has satisfactorily
completed the work.
e. Final payment shall not constitute a waiver of the TNRCC's claims against the
PERFORMING PARTY under this Contract.
ARTICLE 4. COST AND PRICE OF THIS CONTRACT
If the total compensation to be paid to PERFORMING PARTY under this Contract exceeds $25,000.00, then:
a. all cost -type payments to PERFORMING PARTY within the meaning of 40 CFR §31.3 (e.g.,
payments for expenses incurred, time and materials, or hourly rates), and all payments where
PERFORMING PARTY's services have not been competitively procured, shall be based on
allowable costs (refer to 40 CFR §31.22), and shall be based on a cost or price analysis.
i. Allowable costs are the direct and indirect costs incurred in or directly attributable
to the performance of the services under this Contract (refer to 40 CFR f31.22,
OMB Circular A-87, and Title 48 CFR Part 31; see also 'Exhibit B-3" to this
Agreement), including the following:
(1) Direct Labor Costs:
Direct salary costs (without employee benefits) incurred by the PERFORMING PARTY for
the time the PERFORMING PARTY's personnel are directly utilized on the work necessary
to fulfill the terms of the contract. The maximum allowable salary rate (excluding overhead)
for individual consultants retained by the PERFORMING PARTY or by the PERFORMING
PARTY's subcontractors is the maximum daily rate for Federal Grade Step 18 ("GS18', or
its current equivalent. 140 CFR 31.360)]
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s. �e7•�m
Other allowable direct costs to the extent that they are reasonable and approved by the
TNRCC.
(3) Indirect Costs:
Overhead costs, employee benefits and other indirect costs agreed to by the TNRCC. These
rates shall not exceed the audited indirect cost rates applied to direct labor costs and certain
other direct costs, materials and supplies purchased from outside sources, as determined by
an audit based on federal procurement regulations in effect for the period of the Contract.
ii. PERFORMING PARTY shall provide the cost or price analysis to the TNRCC in
the TNRCC approved format (Cost or Price Summary, EPA form no. 5700-41),
which shall be attached to this Contract and incorporated herein as Exhibit D-1. If
indirect costs are to be reimbursed under this Contract, PERFORMING PARTY
shall also submit an indirect cost proposal and a copy of an approval document
reflecting that the proposed indirect cost rate has been approved by a Federal agency
or a federally certified State or local agency.
b. All feed -price payments to PERFORMING PARTY within the meaning of 40 CFR § 31.22
(e.g., fixed prices per deliverable, or a fixed hemp sum price), where the PERFORMING
PARTY's services have been competitively procured, shall be btuod on reasonable prices as
evidenced by a price analysis meeting the requirements of 40 CFR § 31.36, which shall be
submitted to TNRCC by PERFORMING PARTY (using Cost or Price Summary, EPA form
no. 5700-41).
i. The PERFORMING PARTY assures that any cost and pricing data submitted for
evaluation with respect to prices for this Contract are based on current, accurate and
complete data supported by its books and records.
ii. If the TNRCC and/or EPA determine that any price negotiated in connection with
this Contract was increased by any significant sum tecause the PERFORMING
PARTY, or any subcontractor, furnished incomplete or inaccurate cost or pricing
data or data not current, then such price or cost shall be reduced accordingly, and
the Contract shall be modified in writing to reflect such reduction.
ARTICLE 5. BUDGET
a. TNRCC's obligation for reimbursement of PERFORMING PARTY's expenses (costs)
authorized under this Agreement shall in no case exceed the Maximum TNRCC Obligation
Amount set forth in ITEM IV, on page i, of this Agreement, unless this Agreement is
formally amended in writing.
b. Budgeted expenses authorized under this Agreement are as described in Exhibit B-1.
ARTICLE 6. BUDGET CATEGORY ADJUSTMENTS
a. The PERFORMING PARTY is responsible for ensuring that expenditure amounts remain
within the various budget limits, set forth in Exhibit B-1 to this Attachment.
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b. The PERFORMING PARTY may expend funds in excess of the funds listed for a particular
budget category within the budget contained in Exhibit B-1 to this Attachment, without
requiring an amendment to this Agreement, or otherwise requiring the TNRCC's prior written
approval, provided that:
i. The cumulative dollar amount of all excess expenditures among direct budget
categories is equal to or less than ten percent (10%) of the total amount of the total
budget as specified in Exhibit B-1 to this Attachment;
Sufficient funds are available in other budget categories, or from earned interest, to
cover the excess expenditures;
The transfer will not change the scope or objective of the programs, projects, and
activities funded under this Agreement;
iv. The PERFORMING PARTY adheres to all other requirements of this Agreement
obtaining prior written authorization;
V. The PERFORMING PARTY notifies the TNRCC as soon as practical of the
deviation from the budget categories, and not later than with the first Financial
Status Report (rNRCC Form 269a) submitted to the TNRCC after the changes are
made.
C. The provisions of this Article shall apply in addition to any other standards for budget changes
required elsewhere in this Agreement or by applicable law.
ARTICLE 7. PERSONNEL
a. Salaries for positions funded under this Agreement shall be docxunented by appropriate time
and attendance records. At a minimum, those records must include the number of hours
worked each day on all projects in which time is shared, the signature of the employee, and
the signature of the supervisor.
b. Payments firm fiords provided under this Agreement for accruals such as vacation, sick leave,
severance pay, or other accruals are allowed only for time during which the employee was
employed and performing work under this Agreement.
C. The PERFORMING PARTY shall ensure that all personnel assigned to work on activities
funded under this Agreement are qualified for the position assigned, and that the number of
personnel assigned, as well as the salary of those personnel, are appropriate for the work
performed.
d. The PERFORMING PARTY shall notify the TNRCC in writing as soon as practical, and not
later than with the first Financial Status Report (MCC Form 269a) submitted to the
TNRCC after the changes are made, of any changes to the personmel assignments outlined in
the PERFORMING PARTY's original funding application.
ARTICLE 8. TRAVEL
a. Expenses inchxW under the Travel expense category shall be subject to the provision of the
budget contained in Exhibit B-1 to this Attachment.
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b. All employee travel -related expenses, whether for in -state or out-of-state travel, shall be
claimed (.e., reported for reimbursement) at the same rates allowed by the PERFORMING
PARTY for its employees or by the State of Texas for its employees, whichever is less. For
is -state travel, automobile mileage will be reimbursed at no more than 28 cents per mile; per
diem will be for actual costs (lodging and meals) up to $80 per day per individual (maximum
of $25 per day for meals and $55 per day for lodging). Copies of the most current state of
Texas out-of-state travel standards may be obtained from the TNRCC. Travel allowances or
car allowances may not be claimed under this Agreement.
C. All travel for which expenses are claimed must be in connection with the tasks and activities
required under this Agreement.
The PERFORMING PARTY must obtain prior written authorization from the TNRCC for
reimbursement under this Agreement of any travel outside of the state of Texas.
ARTICLE 9. SUPPLIES
a. Expenses included under the Supplies expense category of the budget contained in Exhibit B-1
to this Attachment shall be for non -construction related costs for goods and materials having
a unit acquisition cost (including freight) of less than $1,000. Such expenditures shall
generally relate to the routine purchase of office supplies (paper, pencils, and staplers) or
other goods which are consumed by the PERFORMING PARTY in a relatively short period
of time, in the regular performance of the general activities funded under this Agreement.
b. Non -routine expenditures of goods and materials, not falling under the definition of
Equipment under Article 10 of this Attachment, shall be charged to the Other expense
category and are subject to the restrictions outlined in Articles 12 of this Attachment.
ARTICLE 10. EQUIPMENT
a. Expenses included under the Equipment expense category of the budget contained in Exhibit
B-1 to this Attachment shall be for non -construction related, tangible, personal property
having a unit acquisition cost of $1,000 or more (including freight and set up costs) with an
estimated usefirl life of over one year.
b. No purchases of equipment to be charged to the equipment expense category of the budget
contained in Exhibit B-1 to this Attachment shall be allowed under this Agreement unless
approved ahead of time, in writing, by the TNRCC.
ARTICIE 11. CONTRACTUAL EXPENSES
a. Expenses included under the Contractual expense category of the budget contained in Exhibit
B-1 to this Attachment shall be for costs for professional services or tasks provided by a firm
or individual who is not employed by the PERFORMING PARTY.
b. No contractual expenses included under the contractual expenses category of the budget
contained in Exhibit 1-1 to this Attachment shall be allowed under this Agreement unless such
contract has been approved ahead of time, in writing, by the TNRCC, using a format
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provided by the TNRCC. All contractual expenditures using funds provided under this
Agreement shall meet all procurement laws applicable to the PERFORMING PARTY and the
Uniform Grant and Contract Management Act, TEX GOWT CODE ANN. 1783.001 et seq
(Vernon, 1992) which adopts `the Common Rule% OMB Circular A-102.
C. Any amendment to a PERFORMING PARTY subcontract authorized for reimbursement
under this Agreement, whether or not such subcontract required TNRCC pre -approval, which
will result in or require substantive changes to any of the tasks required to be performed
under this Agreement, as set forth in Attachment A of this Agreement, must be approved in
writing by the TNRCC.
ARTICLE 12. OTHER EXPENSES
a. All expenses under the Other expense categories of the budget listed in Exhibit B-1 to this
Attachment must be in connection with the tasks and activities to be performed under this
Agreement.
b. Except as provided for under Section 11.c of this Article, ao expenses under the Other
expense categories of the budget listed in Exhibit B-1 to this Attachment, including computer
hardware or software purchases not included under the Equipment expense category, shall be
eligible for reimbursement under this Agreement unless approved ahead of time, in writing,
by the TNRCC.
Subcategories of Other expenses for which prior authorization, as described in Section I l.b
of this Article, is not required include:
i. Books and reference materials;
ii. Dues and membership fees for the PERFORMING PARTY's affiliation with
organizations and associations which directly relate to the performance of activities
under this Agreement (dues for individual employee affiliation to particular
organizations or professional associations, unless listed in Exhibit B-1 to this
Attachment, must be approved individually, in writing, by the TNRCC);
Subscriptions, only insomuch as they relate directly to the performance of activities
under this Agreement;
iv. Postage, telephone, and utilities expenses;
V. Printing and reproduction expenses;
vi. Advertising and public notices;
vii. Registration fees and other approved staff training costs (fees and training costs for
persons not employed by the PERFORMING PARTY must be approved individually
by the TNRCC);
viii. Repair and maintenance costs;
ix. Office furniture, not filrmg under the definition of equipment under Article 9 of this
Attachment;
X. Space and equipment rentals; and
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xi. Additional Other expenses specifically listed herein.
d. The PERFORMING PARTY shall ensure that expenditures charged under the Other expense
category are not also included within the expenses reimbursed through the Indirect expense
category.
ARTICLE 13. FINANCIAL STATUS REPORTS
a. Except as otherwise provided in this Article, a Financial Status Report (TNRCC Form 269a)
containing as its "reporting period" the latest State fiscal year quarter shall be submitted with
each progress report submitted under Attachment A. Such reports shall be required even if
no expenses or encumbrances have been incurred during the report period. For each
expenditure that falls within either the "Equipment,' 'Construction,' or "Contractual' budget
categories, the PERFORMING PARTY shall attach legible documentation (such as copies of
invoices marked paid and purchase orders) issued by the contractor or vendor that support the
amount being requested. All expenses or costs listed on the Financial Status Report shall be
for the period identified in Box 9 of the Financial Status Report.
b. When, under a reimbursement payment method, the PERFORMING PARTY has already
submitted one or more properly completed Financial Status Reports (MCC Form 269a)
together with appropriate TNRCC Supplemental Forms covering the entire time period in
question, the report for that quarterly period, required under this Article, shall be considered
as having been submitted.
A Final Financial Status Report (MCC Form 269a), indicating in the appropriate box that
it is the final report, shall be submitted by the PERFORMING PARTY, by not later than
forty-five (45) days following the termination date of this Agreement.
d. The PERFORMING PARTY shall adequately track program income (interest) earned from
the funds provided under this Agreement, and shall document any income, and/or
expenditures from that income, in the appropriate section of the financial status report.
ARTICLE 14. ADDMONAL REQUIREMENTS
a. The TNRCC reserves the right to withhold or deny payment of funds awarded under this
Agreement due to materially incomplete, incorrect, or inconsistent reports or tasks required
user this Agreement until the PERFORMING PARTY satisfactorily completes, revises, or
corrects such services or reports. In the event the PERFORMING PARTY fails to perform
any material obligations m accordance with the terms herein, subject to the terms hereof,
TNRCC may terminate this Agreement, and pursue such other remedies as are allowed by
law, due to the PERFORMING PARTY's continued or repeated failure to perform tasks and
submit reports m a complete, correct and consistent manner. The TNRCC also reserves the
right to require the reimbursement of any overpayments determined as a result of any audit
or inspection of records kept by the PERFORMING PARTY concerning the Agreement
supported tasks to be performed. In the event the TNRCC fails to perform any material
obligations, in accordance with the terms herein, the PERFORMING PARTY may terminate
this Agreement and pursue such other remedies as allowed by law. Notwithstanding the
above, if the failure of the TNRCC to perform its obligations is solely as a result of the
TNRCC not receiving sufficient funds from EPA, the sole and exclusive remedy of the
PERFORMING PARTY is termination of this Agreement.
B-7
b. The TNRCC shall not be liable for costs incurred by the PERFORMING PARTY for
employee travel or for the purchase or acquisition of any items or services covered under this
attachment, except to the extent that the requirements of this Attachment have been fully
complied with by the PERFORMING PARTY.
C. With respect to any expense, item, or activity which is identified or listed by the
PERFORMING PARTY on TNRCC Form 269a or on TNRCC Supplemental Forms, the
TNRCC reserves the right to require from the PERFORMING PARTY, prior to providing
reimbursement or additional disbursement, additional information concerning (1) the nature
or purpose of the expense, item, or activity, (2) how the expense, item, or activity benefited
the overall purpose or goal of the grant supported project, and (3) why the expense, item, or
activity was necessary for the successful performance of one or more of the grant supported
tasks set forth in Attachment A of this Agreement.
d. Failure on the part of the PERFORMING PARTY to comply with the conditions set forth in
this Agreement shall be the basis for termination of this Agreement, the revocation of any
unexpended or inappropriately expended funds, and/or any other remedies permitted by law.
ARTICLE 15. ADDITIONAL PROM BITED ACTIVITIES
Unless authorization is otherwise specifically provided for in or under the terms of this Agreement, the PERFORMING
PARTY shall ensure that funds provided under this Agreement are not used for the following activities, programs, or
Projects:
a. Construction. Funds provided under this Agreement may not be used for construction, the
enhancement or building of permanent facilities. Construction costs include: the cost of
planning the project; the cost of materials and labor connected to the construction project; the
cost of equipment attached to the permanent structure; and any subcontracts, including
contracts for services, which are performed as a portion of the project administered by the
PERFORMING PARTY.
b. Legislative and Lobbying Expenses. Any expenses (mchuding Legal expenses, staff time,
travel, phone calls, and telefaxes) that are related in any way to drafting legislation, lobbying
for legislation, or other political activities are not authorized.
C. Food/Entertainment Expenses. Funds provided under this Agreement may not be used for
food or eatery expewes, including nefivshments at meetings and other functions. This
provision does not apply to authorized employee per diem expenses for food costs incurred
while on travel status.
d. Automotive Repair Costs. Funds provided under this Agreement may not be used to pay for
the cost of vehicle repairs or maintenance, including the cost of vehicle parts or labor. This
does not apply to administrative expenses incurred while administering a program described
in Task 4 (See Attachment A).
B-8
EDIT B-1
BASIS FOR CALCULATING RF.Il OURSABLE COSTS
(Must reflect all services described in statement of services)
Categories C29
Direct Labor $ 21,000
Indirect Costs (rate: 30%) $ 6,300
EqaiPment
Reproduction & Printing
GPS/GIS Equipment & Training
Vehicle Use
Public Outreach & Education
Capping Wells
Total
$ 2,500
$ 34,000 $ 51,500
$ 15,000
$ 54,200
$ 28,000
$161,000
Retainage for this contract shall be equal to zero dollars and zero cents ($0.00).
1. t,
A. Completed vouchers and their corresponding 269a forms, shall be submitted quarterly to the following address
(type or print legibly):
Attn: David P. Terry
Environmental Scientist
Water Utilities Division
Mail Code: 155
Texas Natural Resource Conservation Commission
P.O. Box 13087
Austin, Texas 78711-3087
ALLOWABLE DIRECT COST CATEGORIES:
• Personnel - Costs for salaries and wages.
• fringe Benefits - Costs for employee benefits, i.e., social security contribution, retirement, insurance,
unemployment compensation, W.
• Travel - Costs of transportation, lodging, meals, and related expenses for staff official business travel
conducted in carrying out the contract. Travel costs may be paid on the bads of fixed mileage, per
diem rates, or actual cost reimbursement. Note: Contractors without formal written travel regulations
must use state regulations.
• Supplies - Costs for materials and supplies necessary to carry out the program. This includes all
supplies and any item of equipment having a purchase price (including freight) of $500.00 or less.
a Equipment - Costs for tangible personal property having a unit acquisition cost over $500.00 and a
useful life of one year or longer. Equipment must be itemized. Items costing less than $500.00 should
be shown under "Supplies."
s Contractual - Costs for professional services or advice provided by a firm or individual, who are not
employed by the applicant. Charges may include fees and travel costs (transportation/lodging/meals).
• Other - All direct cost items not identified and explained in the above categories. Some of the major
expenditures that should be budgeted in this category are:
1. Space and equipment rental
2. Utilities and telephone expenses
3. Data processing services
4. Printing and reproduction expenses
S. Postage and shipping
6. Contract clerical or other personnel services
7. Contract CPA or bookkeeping services
8. Janitorial services
9. Exterminating services
10. Security services
11. Insurance and bonds
12. Equipment repairs or service (maintenance agreements, etc.)
13. Books, periodicals, pamphlets, and memberships
14. Advertising
15. Registration fees
16. Laboratory expenses
17. Payments to individuals such as stipends and allowances for trainee, consulting fees, etc.
19. Administrative costs rendered by a third party
ALLOWABLE INDIRECT COSTS:
Indirect Charges - Costs incurred for a common or joint purpose benefiting more than one cost
objective of the proposed project and not readily identifiable as a direct cost. These costs may be
determined utilizing:
A negotiated contract from the applicant organization's Federal Cognizant or State
Coordinating Agency (photocopy of contract must be attached);
The Standard Indirect Cost Computation Table - Table 1 in the Uniform Grant and Contract
Management Standards (UGCMS); or
A cost allocation plan may be submitted to the appropriate cognizant or coordinating agency,
or to the Texas Natural Resource Conservation Commission Health, Fiscal Services Division
for approval of an indirect charges rate.
AT TAC MENT C
ADDITIONAL CONTRACT PROVISIONS
ATTACEMIENT C: ADDITIONAL CONTRACT PROVISIONS
ARTICLE 1. RESPONSIBILITY OF TIC PERFORMING PARTY
(a) The PERFORMING PARTY shall be responsible for the professional quality, technical accuracy, timely
completion and the coordination of all services, and other work furnished by the PERFORMING PARTY under
this Contract.
(b) The PERFORMING PARTY shall perform such professional services as may be necessary to accomplish the
work required to be performed under this Contract, in accordance with this Contract and applicable EPA and
RECEIVING AGENCY requirements and any and all applicable law.
(c) The RECEIVING AGENCY may require the PERFORMING PARTY to correct or revise any errors, omissions
or other deficiencies in any reports or services provided by the PERFORMING PARTY to ensure that such
reports and services fulfill the purposes of this Contract. The PERFORMING PARTY shall make the required
corrections or revisions without additional.cost to the RECEIVING AGENCY.
(d) Neither the TNRCC's nor EPA's review, approved or acceptance of, nor payment for any of the services
provided under this Contract shall be construed to operate as a waiver of any rights under this Contract or of
any cause of action arising out of the performance of this Contract; and the PERFORMING PARTY shall be,
and remain, liable in accordance with applicable law for all damages to the RECEIVING AGENCY or EPA
inchrdmg reasonable attorneys' fees and court costs which are solely caused by the PERFORMING PARTY's
negligent performance of any of the services furnished under this Contract.
(e) The obligations of the PERFORMING PARTY under this Article are in addition to the PERFORMING
PARTY's other express or implied assurances under this Contract or implied assurances under applicable law.
M The RECEIVING AGENCY agrees to provide the PERFORMING PARTY with oversight and coordination with
activities stipulated in Attachment A. and reasonable requests imthorized by the- Project Representatives. The
RECEIVING AGENCY further recognizes that, where applicable, the PERFORMING PARTY'S
responsibilities may be contingent upon the RECEIVING AGENCY'S assistance, oommuaiation, feedback,
or oversight.
ARTICLE 2. UCEN1SES, PERMITS AND, LAWS
The PERFORMING PARTY shall, except as otherwise provided in this Contract, be responsible for obtaining any
necessary licenses sad permits, and for complying with any applicable federal, state, and municipal laws, codes and
regulations, in action with the work required by this Contract.
ARTICLE 3. CONSIDERATION AND PAYMENT
(a) Requests for reimbursement must be submitted an S (five) copies of a properly completed State of Texas
Purchase Voucher (CcaTt oller of Public Accoumb Form 74-IM or an Interagency Transaction Voucher (Form
73-140) do accompanied by a properly completed and itgned Financial Status Report (State Supplemental Form
269a). The Report shall clearly indicate, for each category of expense in Attachment B, the PERFORMING
PARTY's expenditures for the period in question, the PERFORMING PARTY's cumulative expenditures to
date, and the balance remaining in each category following reimbursement of the amount being requested.
Vouchers and State Supplemental 269a Forms shall cantata sufficient detail for audit thereof, to the individual
indicated in Attachment B, Exhibit B-1, Payment Details.
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The RECEIVING AGENCY may refuse to reimburse expenditures for which the PERFORMING PARTY
submits a voucher more than 60 days after the contract's termination.
(b) Allowable Costs: The costs charged under this contract, or the price of this contract, shall be based on allowable
costs. Allowable costs are the direst and indirect costs (refer to Attachment B, Exhibit B-2 Allowable Costs,
40 CFR § 31.22, OMB Circular A-87, and Title 48 CFR Sections 31.103 or 31.105 and Subpart 31.2) incurred
in or directly attributable to the performance of the services under this Contract, including the following:
Direct salary costs (without employee benefits) incurred by the PERFORMING PARTY for the time
the PERFORMING PARTY's personnel are directly utilized on the work necessary to fulfill the terms
of this Contract. The maximum allowable salary rate (excluding overhead) for individual consultants
retained by the PERFORMING PARTY or by the PERFORMING PARTY's subcontractors is the
maximum daily rate for Federal Grade Step 18 ("ES-6').
Other allowable direct costs to the extent that they arc reasonable and approved by the RECEIVING
AGENCY.
(3) Indirect Costs:
Overhead costs, employee benefits and other indirect costs agreed to by the RECEIVING AGENCY.
These rates shall not exceed the audited indirect cost rates applied to direct labor costs and certain other
direct costs, materials and supplies purchased from outside sources, as determined by an audit based
on federal procurement regulations in effect for the period of this Contract.
(c) Cost/Price Summary: If the total compensation to be paid to PERFORMING PARTY under this Contract
exceeds $25,000.00, the PERFORMING PARTY shall provide the following to the RECEIVING AGENCY
upon execution of this Contract:
(1) a Cost and Price analysis meeting the requirements of 40 CFR 131.36(f) and 40 CFR §31.22. The
Cost and Price analysis sball be incorporated into this Contract as Exhibit D-1; and
(2) an indirect cost proposal, unless no indirect costs are to be paid under this Contract. The indirect cost
proposal nziit be accompanied by a copy of an approval document reflecting that the proposed indirect
cost rate has been approved by a federal agency or a federally certified state or local agency.
(d) The RECEIVING AGENCY shall pay to the PERFORMING PARTY 60 % of the total amount of each invoice,
subject to a maximum total payment by the RECEIVING AGENCY of $96,600. This payment shall be made
within 30 days of receipt and approval of each invoice.
(e) Upon satisfactory completion of the work performed hereunder and prior to final payment under this Contract
for such services, or prior to settlement upon termination of the Contract and as a condition thereto, the
PERFORMING PARTY shall execute and deliver to the RECEIVING AGENCY a release of all claims against
the RECEIVING AGENCY arising under or by virtue of this Contract.
(f) Upon satisfactory completion by the PERFORMING PARTY of all of the services identified in Attachment A,
including all exhibits to Attachment A, as called for under the terms of this Contract and upon acceptance of
such services by the RECEIVING AGENCY, the PERFORMING PARTY will be paid the unpaid balance of
any money due for such tasks, including the retained percentages relating to that portion of the tasks, where such
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retained percentage are applicable. The PERFORMING PARTY agrees that the determination of satisfactory
completion will be based entirely on the judgement of the staff of the RECEIVING AGENCY. The
PERFORMING PARTY further agrees to exempt the RECEIVING AGENCY and its staff from damages or
claims arising from the enforcement of this provision.
(g) Final payment under this Contract or settlement upon termination shall not constitute a waiver of the TNRCC's
claims against the PERFORMING PARTY arising under this Contract.
(h) RECEIVING AGENCY reserves the right to suspend payment for any servioes or reports pending the
PERFORMING PARTY's completion, revision, or correction of services or reports identified in Attachment A.
(1) The RECEIVING AGENCY. may require the reimbursement of any over -payments determined as a result of any
audit or inspection of seconds kept by the PERFORMING PARTY on work performed under this Contract.
ARTICLE 4. AUTHORIZED REPRESENTATIVES
(a) The RECEIVING AGENCY EXECUTTVE DIRECTOR will identify a person authorized to give direction to the
PERFORMING PARTY, and act on behalf of the RECEIVING AGENCY. The person designated as the
RECEIVING AGENCY Authorized Representative is identified in Exhibit C-1, Designation of Authorized
Representatives and Designated Location for Record Access and Review.
(b) The RECEIVING AGENCY'S EXECUTIVE DIRECTOR hereby authorizes such identified person to further
delegate his or her authority as necessary, including any delegation of authority to a RECEIVING AGENCY
employee who will act as the TNRCC's authorized Field Representative. Written notice of any such delegation
shall be provided to the PERFORMING PARTY. The PERFORMING PARTY may rely on the TNRCC, the
RECEIVING AGENCY Authorized Representative or any of its employees, officers, or agents representations
that said party has been delegated such authority.
(c) The PERFORMING PARTY will identify the person authorized to receive direction from the RECEIVING
AGENCY, to manage the vm& being ped'eamed, and to ad on behalf of the PERFORMING PARTY. The person
designated as an Authac zed Representative is identified in Exhibit C-1, Designation of Authorized Representatives
and Designated Location for Record Aocess and Review.
(d) The PERFORMING PARTY agrees to make whatever arrangements are necessary to ensure that the Authorized
Representative, or someone to whom that person has delegated his or her authority, is reasonably available at all
times for consultation with the RECEIVING AGENCY. Written notice of any such delegation shall be provided
to the RECEIVING AGENCY.
ARTICLE & TERMINATION
(a) Subject to the terms hereof, this Contract shall terminate upon fall performance of all requirements contained
herein, unless the Contract term is extended in writing.
(b) This Contract may be terminated in whole or is part in writing by either party in the event of substantial facture
by the other party to i'ulfill any of its material obligations under this Contract through no fault of the terminating
party: Piovided that no such termination may be effected unless die other party is given (1) not less than ddrty
(30) days written notice (delivered by certified =4 return receipt requested) of intent to terminate, with specific
descittion of the substantial failure, and an opportunity to cure the substantial failure with said time; and (2) an
opportunity for consultation with the terminating party prior to termination.
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(c) This Contract may be terniinated in whole or in part in writing by the RECEIVING AGENCY for its convenience:
Provided that the PERFORMING PARTY is given not less than thirty (30) days written notice (delivered by
certified mail, return receipt requested) of intent to terminate.
(d) If termination for default under Section (b) or termination for convenience under Section (c) is effected by the
RECEIVING AGENCY, an equitable adjustment in the price provided for in this Contract shall be made, but:
(1) no amount shall be allowed for anticipated profit on unperformed services, tasks or other work and
(2) any payment due the PERFORMING PARTY at the time of termination may be adjusted to the extent
of any additional costs occasioned to the RECEIVING AGENCY by reason of the PERFORMING
PARTY's defanit However, the equitable adjustment for any termination shall provide for payment to
the PERFORMING PARTY for services rendered and expenses incurred prior to the termination, in
addition to termination settlement costs reasonably mcurred by the PERFOEV.1ING PARTY relating to
commitments which had become firm prior to the termination.
(e) Upon receipt of a termination action pursuant to Sections (b) or (c) above, the PERFORMING PARTY shall
(1) promptly discontinue all services affected (unless the notice directs otherwise); and
(2) make male to the RECEIVING AGENCY two copies of all data, drawings, specifications, reports,
estimates, summaries, and such other information and materials as may have been accumulated by the
PERFORMING PARTY in performing this Contract, whether completed or in the process.
(f) Upon termination pursuant to Sections (b) and (c) above, the RECEIVING AGENCY may take over the work and
prosecute the same to completion by Contract with another party or otherwise.
(g) K after termination for failure of the PERFORMING PARTY to fulfill contractual obligations, it is determined
that the PERFORMING PARTY had not so failed, the termination shall be deemed to have been effected for the
ooe of the RECEIVING AGENCY. In such event, adjustment of the price provided for in this Contract
shall be made as provided in Section (d) of this Article.
(h) In the event that the Contract is terminated under Section (c), the RECEIVING AGENCY shall release the
PERFORMING PARTY firm all liability or responsibility for complefion of this project
ARTICLE 6. CHANGES
(a) The Executive Director of the RECEIVING AGENCY, or his Authorized Reprewmtative may, at any 6me, by
written won to the PERFORMING PARTY, make changes to the scope of thiis Contract or in the services
or work to be performed after reasonable consultation with the PERFORMING PARTY and to the mutual
agreement of the RECEIVING AGENCY and the PERFORMING PARTY. If such changes cause an iacrem
or decrease in lire PERFORMING PARTY's cost of, or time required for, performance of any services under this
Contract, whether or not changed by an order, an equitable adjustment shall be made and this Cant -ad shall be
mod£ ad is wry a000Aingiy. Any claim of the PERFORMING PARTY for adjument under this clause mast
be asserted in writing within thirty (30) days after the date of receipt by the PERFORMING PARTY of The
notification of change, unless the Executive Director of the RECEIVING AGENCY or his Authorized
Representative grants a farther period of time before the date of final payment under this Contract.
(b) A Major Change will include one or more of the following:
(1) An increase or decrease in the amount of compensation to the PERFORMING PARTY;
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(2) An extension or shortening of the term of the Contract;
(3) A change in the scope of the Contract or the services to be performed; or
(4) Any action that is beyond the authority of the RECEIVING AGENCY EXECUTIVE DIRECTOR.
(c) Implementation of a Major Change must be preceded by a formal written amendment to the Contract. The
amendment must contain a description and justification of the proposed change: and the formal signature of
persons authorized to bind each party in contract. Any amendment that will exceed the contractual authority of
the RECEIVING AGENCY EXECUTIVE DIRECTOR also requires the consent, at Agenda, of a majority of
Commissioners of the RECEIVING AGENCY.
(d) Any proposed change that is not a Major Change may qualify as a Minor Change. Such change must be
authorized in writing by the Authorized Representatives of both parties, but does not require a formal
amendment to the Contract.
(a) If the PERFORMING PARTY requests a Minor Change and the Authorized Representative of the RECEIVING
AGENCY does not approve the request as a Minor Change, then the change shall be deemed a Major Change
and the PERFORMING PARTY may only obtain authorization to proceed in accordance with Section (c) of this
Article.
ARTICLE 7. WAIVER
Unless authorized in accordance with Article 6 of this Attachment (relating to Changes), or in writing by the RECEIVING
AGENCY EXECUTIVE DIRECTOR, no waiver of any obligation of the PERFORMING PARTY under this Contract
shall bind the Commission. Furthermore, unless specified in the written authorization, the authorized waiver by the
RECEIVING AGENCY EXECUTIVE DIRECTOR of such obligation shall not constitute a continuing waiver of the
obligation. Except as provided herein, no waiver by the RECEIVING AGENCY EXECUTIVE DIRECTOR shall
constitute a waiver of the Commission's subsequent right to demand and receive performance within a reasonable time
to be specified by the Commission, in accordance with all provisions of this Contract.
ARTICLE S. FORCE MAJEURE
If a force majeure event occurs which causes delays or the reasonable likelihood of delay in the achievement of the
r+eq�riremeatts of this Contract, the PERFORMING PARTY shall immediately notify the RECEIVING AGENCY orally
and shall, within five (5) working days of the event, notify the RECEIVING AGENCY in writing of the anticipated length
and cause of the delay, the measures taken or to be taken to minimize the delay, and the timetable by which the
PERFORMING PARTY intends to implement these . A force majeure avant shall be an act of God, strike, war,
blockade, public riot, lightning, fire, flood, explosion, governmental restraint or decree, and any other cause, whether
of the kind specifically enumerated herein or otherwise, which is not reasonably within the control of the PERFORMING
PARTY.
ARTICLE 9. ACCOUNTING SYSTEMS
The PERFORMING PARTY shall have an accounting system which accounts for costs in accordance with generally
accepted accounting standards or principles. The PERFORMING PARTY must propose and account for costs in a
manner consistent with such standards or principles.
ARTICLE 10. AUDIT, ACCESS TO RECORDS
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(a) The PERFORMING PARTY shall maintain and make available for inspection, audit, or review books, financial
records, documents, and other evidence directly pertinent to performance on all work under this Contract,
including negotiated changes or amendments thereto, in accordance with accepted professional practice,
appropriate accounting procedures and practices, and, as applicable, 40 CFR §§ 31.36, 31.42 and 35.935-7 at
the PERFORMING PARTY's Texas office. The PERFORMING PARTY shall also make available at this office
the financial information and data used by the PERFORMING PARTY in the preparation or support of any cost
submission required pursuant to 40 CFR § 31.36 and a copy of the cost summary submitted to the RECEIVING
AGENCY. The EPA, the Comptroller General of the United States, the United States Department of Labor,
and the RECEIVING AGENCY or any of their duly Authorized Representatives, shall have access to such
books, records, documents, and other evidence for the purpose of inspection, audit or review. During the
conduct of any such audit, review or inspection, the PERFORMING PARTY's books, financial records, and
other pertinent documents may, upon conference with the PERFORMING PARTY, be copied by the EPA, the
Comptroller General of the United States, the United States Department of Labor, and the RECEIVING
AGENCY or any of their duly Authorized Representatives. All such information shall be handled by the
auditing parties in accordance with good business ethics.
(b) The PERFORMING PARTY agrees to include Sections (a) through (e) of this Article in all its contracts and all
its subcontracts directly related to project performance which are in excess of TwentyFive Thousand Dollars
42s,000).
(c) Audits conducted pursuant to this provision shall be in accordance with generally accepted auditing standards
and established procedures and guidelines of the reviewing or audit agency(ies).
(d) The PERFORMING PARTY agrees to the disclosure of all information and reports resulting from access to
records pursuant to Section (a) above to any of the agencies referred to in Section (a) above. Where the audit
concerns the PERFORMING PARTY, the auditing agency will afford the PERFORMING PARTY an
opportunity for an audit exit conference and an opportunity to comment on the pertinent portions of the draft
audit report. The final audit report will inchde the written comments, if any, of the audited parties.
(e) Records under Section (a) above shall be maiotained and made available during performance on EPA work under
this Contract and until three years from date of final payment by the RECEIVING AGENCY for the project.
In addition, those records which relate to any dispute under an EPA cooperative Contract or application for
assistance, any litigation, or the settlement of claims arising out of such performance, or costs or items to which
an audit exception has been taken shall be maintained and made available until three years after the date of
resolution of such disputes, litigation, or claim or exception.
Q) Authorized representatives shall have access to records at any reasonable time during the term of this agreement
and not less than two (2) years thereafter. However, nothing in this article shall obligate the PERFORMING
PARTY to maintain records for a period of time in excess of such time as required by law.
(g) Subjed to the terms hereof, this right of access article applies to financial records pertaining to all subcontracts
and all subcontract change orders and subcontract amendments.
(h) The RECEIVING AGENCY reserves the right to require the reimbursement of any over -payments determined
as a result of any audit or inspection of records kept by the PERFORMING PARTY on work performed under
this Contract.
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ARTICLE 11. ASSIGNABILITY
This Contract is not transferable or otherwise assignable by the PERFORMING PARTY.
ARTICLE 12. SUBCONTRACTS
Any subcontractors and outside associates or consultants required by the PERFORMING PARTY in connection with the
services covered by this Contract shall be limited to such individuals or firms as were specifically identified in Attachment
A to this Contract and agreed to during negotiations or as are specifically approved by tho RECEIVING AGENCY or
person(s) identified in writing under Article 4 during the pe6mmance of this Contract. Any substitution in such
subcontractors, associates, or consultants shall be subject to the prior written approval of the RECEIVING AGENCY.
ARTICLE 13. UM IZATION OF SMALL, MINORITY, AND WOMEN'S BUSINESS ENTERPRISES
(a) In accordance with 40 C.F.R. 1 31.36(e) and RECEIVING AGENCY policy, the PERFORMING PARTY
agrees that qualified small, minority, and women's businesses and labor surplus area fume shall have the
maximum practicable opportunity to participate in the performance of EPA gram -assisted contracts and
subcontracts.
(b) In accordance with RECEIVING AGENCY policy, the PERFORMING PARTY agrees that it will attempt to
ad ie-m thirty percrat (30%) participation by minority and women's business enterprises in the performance of
this project. Consistent with EPA guidance in effect on the date of this Contract, the PERFORMING PARTY
agrees that if it fails to achieve twelve percent (12%) participation by minority and women's enterprises over
the duration of this project, the PERFORMING PARTY will demonstrate in writing that the six affirmative
action steps outlined in 40 C.F.R. 131.36(e)(2) were followed, i.e., that the PERFORMING PARTY:
(1) Placed qualified small and minority business enterprises and womm's business enterprises on
solicitation lists;
(2) Assured that such business enterprises were solicited whenever they were potential sources;
(3) Divided total requirements, when economically feasible, into smaller tasks or quantities to permit
maximum participation by such business enterprises;
(4) Established delivery schedules, where the requite permitted, which encouraged participation, by
such business enterprises;
(S) Used the services and assistance of the Equal Opportunity Development Division of the RECEIVING
AMWCY, the Small Business Aeration, and lira Mmonty Business Development Agency of the
Department of Commerce; and
(6) Required its subcontractors to take the affirmative steps listed in Sections 1 S above in all of its
subcontracts that contemplate the letting of lower -tier subcontracts.
(c) The PERFORMING PARTY's firbure to abide by the terms of this Article shall be yrr xb for termination of
this Contract for cause.
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ARTICLE 14. EMPLOYMENT PRACTICES
The PERFORMING PARTY agrees that in the performance of this Contract it will not disaruninate against any employee
or applicant for employment because of race, religion, color, sex, age, or national origin and it will comply with Executive
Order 11246, entitled "Equal Employment Opportunity", as amended by Executive Order 11375, and as supplemented in
Department of Labor Regulations (Title 41 CFR Part 60).
ARTICLE 15. AMERICANS WITH DISABILITIES ACT
The PERFORMING PARTY shall comply with all applicable regaurinents of the Americans with Disabilities Act of 1990,
Public Law 101-336,101 Congress, 2nd Session,104 Stat. 327 (July 26,1990).
ARTICLE 16. ENERGY EFFICIENCY STANDARDS
The PERFORMING PARTY shall follow standards and policies on energy efficiency which are contained in the Texas State
Energy Conservation Plan issued in compliance with the Energy Policy and Conservation Act (P.L. 94-163).
ARTICLE 17. UNIFORM GRANT AND CONTRACT MANAGEMENT ACT
The provisions of the Uniform Grant and Contract Management Act, TEX GOUT CODE ANN. §783.001 et seq (Vernon,
1992), apply to this Contract. Compliance with the conditions and requirements contained therein is necessary for the
satisfactory performance of the services and work required under this Contract.
ARTICLE 18. DATA AND PUBLICITY
(a) All data and other information developed under this Contract shall be furnished to the RECEIVING AGENCY
and shall be public data and information except to the extent that it is exempted f -mn public access by Vernon's
Tex. Gov. Code § 552.001 et seq. Upon terminatiian of this Contract, all data and information shall become the
property of RECEIVING AGENCY and flee PERFORMING PARTY.
(b) Except as otherwise provided by this Contract, the PERFORMING PARTY shall not provide data generated or
otherwise obtained in the performance of its responsff) iries under this Contract to any party other than the State
of Texas and its authorized agents.
(c) Unless required by law, the PERFORMING PARTY agrees 10 notify and obtain the verbal approval of
RECEIVING AGENCY prior to releasing any information to the news media regarding the activities being
conducted under this Contract if the information being released contains reference, other than as set forth m Article
21 hereof either expressed or implied, to the RECEIVING AGENCY. The Project Representatives shall be
authorized to establish reasonable exceptions to this section where the lack of such exceptions would present an
unusual hardship to &e PERFORMING PARTY in implementing the services stipulated in Attachment A.
(d) All equipment acquired by the PERFORM NG PARTY pursuant to this agreemmit shall be and remain the
property of the PERFORMING PARTY upon the Sul completion and texnmuation of this Agreement.
ARTICLE 19. PATENTS
If this Contract i wdws research, devela wzn1al, oTcrimental, or demonstration work and any discovery or invention arises
or is developed in fic course o for under this Contract, such invention or discovery shall be subject to the reporting and rights
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and rights provisions of 40 CFR ff 31.25 and 31.36 (Refer to 40 CFR § 30.1101-.1112 and 37 CFR Part 401). In such
case, the PERFORMING PARTY shall report the discovery or invention to EPA directly or through the RECEIVING
AGENCY and shall otherwise comply with the TNRCC's responsibilities in accordance with Part 31. The
PERFORMING PARTY hereby agrees that the disposition of rights to inventions made under this Contract shall be in
accordance with the applicable reporting and rights provisions of 37 CFR Part 401. The PERFORMING PARTY shall
include provisions appropriate to effectuate the purposes of this condition in all subcontracts involving research,
developmental, experimental, or demonstration work.
ARTICLE 20. COPYRIGHTS AND RIGHTS IN DATA
The PERFORMING PARTY agrees that any plans, drawings, specifications, computer programs, technical reports,
operating manuals, and any work as stated in 40 CFR 131.34 are subject to the rights in the United States, as set forth
therein as applicable, including the right to use, duplicate and disclose such manuals, etc., in whole or in part, in any
manner for any purpose whatsoever, and to have others do so. If the material is copyrightable, the PERFORMING
PARTY may copyright such, in accordance with the aforesaid provisions, but the RECEIVING AGENCY and the Federal
Government reserve a royalty -free, nonexclusive and irrevocable license to reproduce, publish, and use such materials,
in whole or in part, and to authorize others to do so. The RECEIVING AGENCY and the Federal Government also
reserve a royalty -free, nonexclusive, and irrevocable license to reproduce, publish or otherwise use, and to authorize
others to use for any purpose whatsoever any rights of copyright to which PERFORMING PARTY purchases ownership
with fiords received under this Contract. The PERFORMING PARTY shall include provisions appropriate to effectuate
the purpose of these conditions in all subcontracts expected to produce copyrightable work or under which rights of
copyright are expected to be purchased.
ARTICLE 21. ACKNOWLEDGMENT OF FINANCIAL SUPPORT
The PERFORMING PARTY shall acknowledge the financial support of the RECEIVING AGENCY and the U.S. EPA
whenever work funded, in whole or part, by this Contract is publicized or reported in news media or publications. All
reports and other documents con4b ted as a part of this Contract, other than documents prepared exclusively for internal
use within the RECEIVING. AGENCY, shall carry the following notation on the front cover or title page:
PREPARED IN COOPERATION VNM THE
TEXAS NATURAL RESOURCE CONSERVATION COW&SSION AND
THE U.S ENVIRONNIENrAL PROTECTION AGENCY
The pieparad a of this report, was Laanoed through grants fioai the U.S. Environmental Protection A,aenry through the Teas
Natural Resource Comervation Commission.
ARTICLE 22. DEBARMENT
In connection with the procurement of the PERFORMING PARTY's services under this Contract and in accordance with
Executive Order 12549 and 40 CFR Part 32, the PERFORMING PARTY has submitted Certification Regarding
Debarment, Suspension and Other Responsibility Matters, ('Certification) a copy of which is attached hereto and
incorporated herein as Exhibit D-2.
The PERFORMING PARTY further acknowledges and agrees, that by signing this Contract, the PERFORMING PARTY
agrees to be bound by the provisions relating to lower tier participants set forth in 40 CFR Part 32 and in Appendix B -
Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered
Transactions, a copy of which is attached hereto and incorporated herein as Exhibit D-3.
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ARTICLE 23. INSURANCE AND INDEMNIFICATION
To the extent permitted by law, the PERFORMING PARTY agrees to indemnify and hold harmless the TNRCC and all
of its employees and officers against and from any and all liability, loss, or damage arisinged of the
contract. The PERFORMING PARTY shall require its subcontractors to obtain and maintain, at their own expense,
insurance as will protect the subcontractor, the PERFORMING PARTY and the TNRCC, its employees, and its officers
from all such claims arising from the performance by the PERFORMING PARTY'S subcontractors or subcontractors'
employees resulting from the functions and services required under this Contract, or comprehensive general liability
insurance in the amount of $250,000.00 in the aggregate and per occurrence, whichever is less.
ARTICLE 24. VIOLATING FACILITIES
The PERFORMING PARTY shall not in the performance of this contract use any facility placed on the List of Violating
Facilities maintained by the ERA pursuant to 40 CFR Part 15 during the period the facility remains on such list.
ARTICLE 25. HEADINGS
The headings to sections contained in this Contract are for convenience and reference only and in no way define, describe,
extend or limit the scope or intent of the substantive provision to which the heading applies unless the context so requires.
ARTICLE 26. ORDER OF PREFERENCE
Unless otherwise stated, a listing of factors, criteria or subjects in the Contract does not constitute an order of preference.
ARTICLE 27. SEVERABIL 17Y
If any provision of this Contract is held invalid, such invalidity shall not affect any other provision which can be given
effect without the invalid provision, and to this end the provisions of this Contract are declared to be severable.
ARTICLE 28. NOTICE
Any notice or other written communication shall be considered delivered three (3) days aRer the date postmarked,
provided such notice or written communication is sent by certified mail, return receipt requested, or delivered in person
to the authorized representative of the party specified as described in Article 4 this Attachment.
ARTICLE 29. REMEDIES
(a) In accordance with Tex. Water Code Section 5.354 and Tex. Civ. Practice do Remedies Section 15.014, venue
for all claims, counterclaims, disputes, and other matters in question between the RECEIVING AGENCY and
the PERFORMING PARTY arising out of or relating to this Contract or the breach thereof shall be in a court
of competent jurisdiction in the City of Austin, Travis County, Texas.
(b) The parties may agree to submit such claims, counterclaims, disputes, and other matters in question between
the RECEIVING AGENCY and the PERFORMING PARTY to a6hration or nrodiation,.but only by written
amendment to this Contract signed by both the RECEIVING AGENCY and the PERFORMING PARTY.
(c) This article is not intended as a waiver of sovereign immunity.
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ARTICLE 30. LOBBYING ACTIVITIES [31 U.S.C. 1352; 40 CFR 34.110(d)]
(a) If it is reasonably foreseeable that payments to the PERFORMING PARTY under this Contract will exceed
$ 100,000, the PERFORMING PARTY shall comply with the following requirements. This Article applies
regardless of whether the PERFORMING PARTY is a for -profit or not -for -profit entity, including a state or
local governmental entity.
(b) The PERFORMING PARTY shall comply with the requirements of the 'Anti -Lobbying Act' (Public Law 101-
121, Section 319, 31 U.S.C. 1352) (hereinafter, 'Act"), and with all applicable regulations, standards, orders,
or requirements issued thereunder. Any violation of this provision by the PERFORMING PARTY constitutes
grounds for termination of this Contract for default.
(c) The PERFORMING PARTY shall forward to the RECEIVING AGENCY the Certification it is required to
submit under Section 1352(b)(2)(C) of the Act, which requires the recipient of federal funds to certify that it is
in compliance with the Act. It shall also forward to the RECEIVING AGENCY any disclosure forms it is
required to submit under Section 1352(b)(2)(A)&(B) of the Act, which requires disclosure of lobbying activities
paid for with finds. Copies of the Certification and Disclosure forms are attached hereto as Exhibits
D4 and D-5, respectively.
(d) PERFORMING PARTY shall require all of its subcontractors under subcontracts that will exceed $100,000:
(1) as a condition of the subcontract, to furnish the PERFORMING PARTY with the Certification required under
Section 1352(b)(2)(C) of the Act; and (2) to furnish the PERFORMING PARTY with any disclosure forms
required under Section 1352(b)(2)(A)&(B) of the Act. PERFORMING PARTY shall promptly forward to the
RECEIVING AGENCY any of the forms its subcontractors submit to it.
ARTICLE 31. ENTIRE CONTRACT
This Contract (IneWing the document entitled 'Interlocal Contract,' Attachments A-C, and all Exhibits thereto)
represents the entire Contract between the parties hereto and supersedes any and all prior Contracts between the parties,
whether written or oral.
ARTICLE 32. AMENDMENTS
Any amendments, modifications or supplements to this Contract shall be in writing and shall be signed by both parties.
END OF ATTACEMENT C
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EXHIBIT C-1
DESIGNATION OF AUTHORIZED REPRESENTATIVES AND DESIGNATED LOCATION FOR RECORD
ACCESS AND REVIEW
(a) The EXECUTIVE DIRECTOR of the TNRCC hereby designates the individual named below as the person
authorized to give direction to the PERFORMING PARTY as an Authorized Representative of the TNRCC:
David P. Terry
Environmental Scientist
Water Utilities Division (MC-155)
Texas Natural Resource Conservation Commission
Voice (512) 239-6020
FAX (512) 239-6050
(b) The PERFORMING PARTY hereby designates the individual named below as the person authorized to receive
direction from the TNRCC, to nnanage the work being performed, and to act on behalf of the PERFORMING
PARTY as an Authorized Representative:
Sherry Stephens
Water Programs Manager
City of Lubbock Water Utilities
P.O. Box 2000
Lubbock, Texas 79457
Voice (806) 767-2989
Fax (806) 7"32
(c) The PERFORMING PARTY designates the following location for record access and review:
City of Lubbock Water Utilities
600 Municipal Drive
Lubbock, Texas 79401
EDIT D-1
Cost or Price Summary Instructions and Form
PURPOSE AND APPLICABILITY
The purpose of this form is to provide a simple form for the display of cost and price data. 40 CFR 33.290 requires the recipient to
perform cost or price analysis for every procurement action. including subagreement modifications. This form is not required by EPA,
but may be used at the recipient's option.. If the recipient currently uses a cost and price analysis form which accomplishes the same
objectives as this form, the recipient may use its own form.
INSTRUCTIONS
If this form is used, CAREFULLY READ AND FOLLOW ALL
INSTRUCTIONS. Many items arc not self-explanatory. Attach
additional sheets if necessary.
Use only the applicable portion of this form:
Part I is applicable to all subagreements.
Part II is applicable to all subagreements requiring a cost analysis
pursuant to EPA procurement regulations.
Part III is applicable to all subagre ments where review is bases on price
comparison (i.e., price analysis).
Part IV certification will be executed as required by the instructions for
each block.
PART 1-GENERAL
Item 1 - Enter the name of the of the recipient as shown on the
assistance agreement.
Item 2 - Enter the assistance identification number shown on the
assistance agreement (or assigned to the project, if no assistance
agreement has yet been executed).
Item 3 - Enter the name of the contractor or subcontractor with whom
the subagreement is proposed to be executed.
Item 4 -Enter the date of the contractor's or subcontractoes proposal to
the recipient.
Item S - Enter the full mailing address of the contractor or
subcontractor.
Item 6 - dive a brief description of the work to be performed under the
proposed subagreement.
Part 11- COST SUMMARY
This portion of the form is to be completed by the contractor (or his/her
subcontractor) with whom a subagreement is a formally advertised,
competitively bid, fixed price subagreement.
Nothing in the following discussion should be interpreted as
recommending the inclusion as direct costs any items normally treated
as overhead costs in the firms accounting or estimating system. 40
CFR Part 30 identifies general cost principles applicable to
subagreements under EPA assistance. Pursuant to that Pan, all
subagreements awarded to profit -making organizations arc subject to,
cost principles of 48 CFR 312. Architect engineer and construction
contracts are also subject to 48 CFR 31.105.
Item 7 - Direct Labor
Direct labor costs normally include salaries at a regular time rate.
Overtime premiums should be identified separately on an attachment.
Exhibit D-1
Incurrence of unanticipated overtime costs requires the approval of the
recipient at the time of incurrence. If significant overtime is known to
be needed at the time of completion of the cost review form, the
reasons therefore, labor categories, rates and hours should be identified
on the attachment. Also included is the cost of partners' or principals'
time when they are directly engaged in services to be rendered under
the subagreement. In case the full time of any employee is not to be
devoted to work to be performed under the subagrcement, only the cost
ofactual time to be applied should be included. The compensation of
a partner or principal shall be included as direct cost only for the time
that she/he is expected to be engaged directly in the performance of
work under the subagrocment ami only if it is the firm's normal practice
to charge such time directly to all jobs. The rate of compensation of a
partner or principal shall be commensurate with the cost of employing
another qualified person to do such work, but the salary portion shall
not exceed the actual salary rate of the individual eoneemed.
Distribution of profits shall not be included in the rate of compensation.
Enter in block 7 the categories of professional or technical personnel
necessary to perform each major clement of work under the
subagreement scope of services. Estimate hours worked for each
category and extend them by the wage rates to be paid during the actual
performance of the work. Current rates, adjusted for projected
increases, if any should be useful for the actual categories of labor
contemplated. All projected increases should be supported by recent
experience or established personnel policy. Enter in the far right column
the total estimated direct labor cost.
Supporting records to be maintained by the contractor and which must
be submitted or made available to the recipient or EPA upon request
include:
a. The method of estimating proposed hours worked.
b. The computation techniques used in arriving at proposed labor rates.
c. The specific documents, books or other records used as factual
source material to develop proposed hours worked and labor rates.
d. Detailed rate computations which were used in computing the
information submitted on the form.
If in block 14a, the contractor has checked "No," a brief narrative
description of the methods used in arriving at items a though d above
shall be included on an attached sheet.
Item 8- Indirect Costs
Indirect cost may consist of one or more pools of expenses which are
grouped on the basis of the benefits accruing to the cost objectives
represented by the distribution bax or bases to which they are allocated.
Since accounting practices vary, the use of particular groupings is not
required. Neither is the use of"t particular allocation base mandatory.
However, it is mandatory that the method used results in an equitable
allocation of indirect costs objectives which they support
Normally, the firm's accounting system and estimating practices will
determine the method used to allocate overhead costs. The firm's
established practices, if in accord with generally accepted accounting
principles and PROVIDED THEY PRODUCE EQUITABLE
RESULTS IN THE CIRCUMSTANCES, will generally be accepted.
Proposed overhead rates should represent the firm's best estimate of the
rates to be experienced during the subagreement period. They should
be based upon recent experience and be adjusted for known factors
which will influence experienced trends.
Common overhead groupings are overhead on direct labor and general
and administrative expenses. The first groupings usually include
employment tares, fringe benefits, holidays, vacation idle time,
bonuses, applicable and direct labor, etc. The second generally includes
the remaining costs, which, because of their incurrence for common or
joint objectives, are not readily subject to treatment as direct costs. It is
expected, however, that proposal groupings will correspond with the
firm's normal method for accumulating indirect costs. (Under some
accounting systems, the first grouping would be included instead under
item 7.) No special categorization is required, provided the results are
realistic and equitable.
Direct salaries are the normal distribution base for overhead cost but in
some circumstances other bases produce more equitable results. As in
the case of overhead cost groupings, the method to be used will depend
upon the firm's normal practices and the equity of the results produced
in the circumstances.
In the case of multibranch firms, joint ventures, or affiliates, it is
expected that overhead costs applicable to specific location(s) where
work is to be based on cost data from the most recent fiscal periods
updated to reflect changes in volume of business or operations.
Enter in block 9 the indirect cost pools normally used by the firm for
allocation of indirect costs. Enter indirect cost rate for each pool and
extend each one by the rate base to which it applies to arrive at the
estimated indirect costs to be incurred during the actual performance of
the work If dic indirect labor total from block 7 is not used as the rate
base for any of the indirect cost pools, the rate base used must be
explained on an attached sheet.
A brief narrative statement outlining the firm's policies and practices for
accumulating indirect costs. Enter the indirect cost rate costs and the
method used to compute the proposed rate or rates shall accompany the
form. Include comment on the firm's policies regarding the pricing and
costing of principals' time. The normal accounting treatment of
principals' salaries, the annual amounts, and the hourly charge rate, if
used, should be discussed.
Enter in the far right column the total estimated indirect costs.
Supporting records to be maintained by the contractor and which must
be submitted or made available to the recipient or EPA upon request
include:
a. Detailed cost data showing overhead accounts, allocation bases, and
rate computations for the preceding fiscal period. If more than six
months of the current fiscal period have elapsed, cost data for this
Exhibit D-1
• period should be included as one of the three period(s).
b. Company budgets, budgetary cost data and overhead rates
computations for future period(s).
Item 9 - Other Direct Costs
The following items are illustrative of costs normally included in this
category of costs:
a. Travel cast including transportation, lodging, subsistence, and
incidental expenses incurred by personnel or consultants while in
#%ml status in connection with the performance of services required
by the contract. The cost principles generally require the use of less
than first class air accommodations and also limit the cost of private
aircraft.
b. Equipment Materials, and Supplies
(1) Long distance telephone calls~ telegraph and cable
expenses to be incurred in connection with the performance of
services required in connection the subagreement
(2) Reproduction costs, including blueprints, black and
white prints, ozalid prints, photographs, photostats, negatives; and
express charges.
(3) Commercial printing, binding, artwork; and models
(4) Special equipment
c. Subcontractors
d. Other Direct costs, ifany, not included above.
Enter in blocks 9a-d all other direct costs proposed. Travel costs
entered must be supported by an attachment which identifies the
number of staff trips proposed and the estimated cost per staff trip for
both local and long distance transportation. The number of days and
the rate per day must be provided to support the per diem shown. Each
subcontract and consultant agreement must be identified separately in
block 9c.
Enter in the far right column on line 9e the total of all other direct costs
(9a-d).
Suppotting data to be maintained by the contractor and which must be
submitted or made available to the recipient or EPA upon request
include:
a. basis for other direct costs proposed.
b. factual sources of costs, rates, etc., used in computing proposed
amount of each cost element.
Item 10 - Total Estimated Cost
Enter the total of all direct labor, indirect costs and other direct costs
from items 7, 8, and 9.
Item 11- Profit
A fair and reasonable pravision for profit cannot be made by simply
applying a certain predetermined percentage to the total estimated
cos[ Rather, profit will be estimated as a dollar amount after
considering:
a. degree of risk
b. nature of the work to be performed.
c. extent offirm's firvestment
d. subcontracting of work, and
e. other criteria.
The Federal Acquisition: Regulation cast principles applicable to
subagreements with profit -making organizations (40 CFR 31.2 and
31.105) disallow certain types of costs which are sometimes incurred
by firms in the normal conduct of their business. Examples of costs
which are not allowable under these costs principles include, but are
not limited to, entertainmen4 interest on borrowed capital, and bad
debits. Because the Government considers "profit" to be the excess
ofprice over allowable casts, such computation can indicate a higher
profit estimate that the firm's experienced profit as it customarily
computes it The contractor pray separately disclose to the recipient
its customary computations
Enter the dollar amount of profit in block 11.
Item 12 - Total Price
Enter the total of items 10 and 11.
Part III - PRICE SUMMARY
This portion of the form is for use by a recipient when price
comparison, i.e., price analysis, is used subagreement review. It may
also be used by a contractor when price comparison is used as a basis
for award of a subcontract
Item 13 - Competitor's Catalog Listings, In -House Estimates, Price
Quotes
Enter sources of all competitive bids or quotes received, or catalogs
used and their prices, or in-house estimates made, if appropriate, for
comparison. Attach additional sheets if necessary, particularly for,
purchases of several different items.
Enter in the far right column the proposed price for the subagreement.
Part IV - CERTIFICATIONS
Item 14 - Contractor - FOR USE BY CONTRACTOR OR
SUBCONTRACTOR ONLY.
Exlubit D-1
Complete this block only if part II has been completed.
Enter the specific cost principles with which the costs summary of Part
11 conforms. Cost principles applicable to subagreements with various
types or organizations are identified in 40 CFR Part 30.4010. Cost
principles applicable to subagtxrnrnts with profit -making organizations
are those at 48 CFR 312 and, for architect -engineer or construction
contracts, 48 CFR 31.105.
c. (1) Describe the proposal, quotation, request for price
adjustment, or other submission involved, giving appropriate identifying
number (e.g., RFP No.
(2) Enter the date when the price negotiations were concluded
and the contract price was agreed to. The responsibility of the
subagreement is not limited by the personal knowledge of the
contractoes negotiator if the time of agreement, showing that the
negotiated price is not based on complete, current, and accurate data
(3) Enter the date of signature. This date should be as close as
practicable to the date when the price negotiations were concluded and
the subagreement price was agreed to (not to exceed 30 days).
Item 15 - Recipient Reviewer - FOR USE BY RECIPIENT ONLY.
If required by applicable assistance regulations, the recipient must
submit the signed form for EPA review prior to execution of the
subagreement.
Item 16 - EPA Reviewer - FOR USE BY EPA ONLY.
t19 1.61% 1":153 .\ wFiiC' _. ;1,oC-_i. G� _
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A. ASNITANCE EMMFiCATM NO.
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Citj of Lubbock
4. DATE OF PROPOSAL
11-8-96
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Water Utilities
P.O. Box 2000
Lubbock, TX 79457
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Annual Reviews performed by:
Robinson, Burdett, Hartin & Cowan, L.L.P.
1500 Broadway, Suite 1300
Lubbock, TX 79401
Sample review attached to this summary
14b. TTAS SVMMARY COWORMS WITH THE FOILOWIMG COST PMMCIRES
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E7EIIBIT D-2
Certification Regarding
Debarment, Suspension and Other Responsibility Matters
EPA
EXHIBIT D-2
!PA hvjea Oomioi Nmber
Ueimd &A" Pnvim meow Praeaion Agency
Wnrbingmn. DC 2oeeo
Certification Regarding
Debarment, Suspension, and Other Responsibility Matters
The Prospective participant certifies to the best of its knowledge and belief
that it and its principals:
(a) Are not presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from covered transactions by any
Federal department or agency;
(b) Have not within a three-year period preceding this proposal been convicted
of or had a civil judgement rendered against them for commission of fraud
or a criminal offense in connection with obtaining, attempting to obtain,
or performing a public (Federal, State, or local) transaction or contract
under a public transaction; violation of Federal or State antitrust
statutes or commission of embezzlement, theft, forgery, bribery,
falsification or destruction of records, making false statements, or
receiving stolen property;
(c) Are not presently indicted for or otherwise criminally or civilly charged
by a government entity (Federal, State, or local) with commission of any
of the offenses enumerated in paragraph (b) of this certification; and
(d) Have not within a three-year period preceding this application/proposal
had one or more public transactions (Federal, State, or local) terminated
for cause or default.
I understand that a false statement on this certification may be grounds for
rejection of this proposal or termination of the award. In addition, under 18
USC Sec. 1001, a false statement may result in a fine of up to $10, 000 or
imprisonment for up to 5 years, or both.
Typed Name & Title of Authorized Representative
Signature of Authorized Representative
Date
13 I am unable to certify to the above statements. My explanation is
attached.
zPA rore 5700-49 (11-81)
;I : I I S Y I�c7
Certification Regarding
Debarment, Suspension, and Other Responsibility Matters
Lower Tier (to be filled out by all lower tier contractors & recipients)
EPA
EXHIBIT D-3
LOWER TIER
CPA Project Control Number
Unites States Cnvironmental Protection Agency
Yasnington, DC 20660
Certification Regarding
Debarment, Suspension, and Other Responsibility Matters
The Prospective participant certifies to the best of its knowledge and belief
that it and its principals:
(a) Are not presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from covered transactions by any
Federal department or agency;
(b) Have not within a three-year period preceding this proposal been convicted
of or had a civil judgement rendered against them for commission of fraud
or a criminal offense in connection with obtaining, attempting to obtain,
or performing a public (Federal, State, or local) transaction or contract
under a public transaction;. violation of Federal or State antitrust
statutes or commission of embezzlement, theft, forgery, bribery,
falsification or destruction of records, making false statements, or
receiving stolen property;
(c) Are not presently indicted for or otherwise criminally or civilly charged
by a government entity (Federal, State, or local) with commission of any
of the offenses enumerated in paragraph (b) of this certification; and
(d) Have not within a three-year period preceding this application/proposal
had one or more public transactions (Federal, State, or local) terminated
for cause or default.
I understand that a false statement on this certification may be grounds for
rejection of this proposal or termination of the award. In addition, under 18
USC Sec. 1001, a false statement may result in a fine of up to $10,000 or
imprisonment for up to 5 years, or both.
Typed Name & Title of Authorized Representative
Signature of Authorized Representative
Date
O I am unable to certify to the above statements. -My explanation is
attached.
CPA rorm 5700-49 (11-PP)
:4:11:
Certification Regarding Lobbying
Must be filled out by PERFORMING PARTY if the contract i5 over $100,000.00
Exhibit DA
CERTIFICATION REtARDING LOBBYING
Certification for Contracts, Grants, Loan, and Cooperative Agreements
Ile undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing
or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with awarding of any Federal contract, the making of any Federal grant, the making of
any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification
of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to
influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or any employee of a Member
of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all
tiers (including subcontracts, subgrants, and contracts raider grants, loans, and cooperative agreements) and that all subrecipients shall certify
and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into.
Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code.
Any person who fails to file the required certification shall be subject to the civil penalty of not less than $10,000 and not more than
$100,000 for each such failure.
Statement for Loan Guarantees and Loan Insurance
The undersigned states, to the best of his or her knowledge and belief, that:
If any funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency,
a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this commitment
providing for the United States to insure or guarantee a loan, the undersigned shall complete and submit Standard Form-LLL,.'Disclosure
Form to Report Lobbying,' in accordance with its instructions.
Submission of this statement is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code.
Any person who fans to file the required statement shall be subject to a civil penalty of not less than $10,000 and mot more than $100,000
for each such failure.
ORGANIZATION NAME AWARD NUMBER
NAME AND TITLE OF AUTHORIZED REPRESENTATIVE
SIGNATURE DATE
Please check appropriate box below:
[ ] Disclosure Form attached
[ ] Disclosure Form Forthcoming
[ ] Disclosure Form Not Applicable
I
EX " IT D-S
Disclosure of Lobbying Activities
Must be filled out by PERFORMING PARTY if the contract is over $100,000.00
Exhibit D-5 Page I of 3
DISCLOSURE OF LOBBYING ACTIVITIES
Complete this form to disclose lobbying activities pursuant to 31 USC 1352
1. Type of Federal Action: [ J 2. Status of Federal Action: [ J 3. Report Type: [ )
a. contract a. bid/offer/application a. initial filing
b. grant b. initial award b. material change
e. cooperative agreement c. post -award
d. loan For Material change only:
e. loan guarantee year Quarter
4. Name and Address of Report Entity 5. if Reporting Entity in No. 4 is Subawardee, enter name and address of
[ I prime [ I subawardee Prime:
her , if known:
Congressional District, if known: ional Districk if known:
6. Federal Department/Agency: 7. Federal Program name/Description:
g. Federal Action Number, if known:
10. a. Name and address of Lobbying Entity
(if individual, last mate, first name, Ml):
11. Amount of Payment (check all that apply):
$ [ J actual [ J planned
12. Amount of payment (check all that apply):
[ 1 a. cash
[ 1 b. in -kind; specify nature
value
9. Award Amount if known:
S
b. Individuals Performing Services (including address if different from No.
10a)
(last name, first name, M1):
13. Type of Payment (check all that apply):
[ J a. retaraer
[ 1 b. one-time fee
[ ) c. commission
[ 1 d. contingent fee
[ 1 e. deferred
[ J f. other, specify:
14. Brief description of services perforated or to be performed and date(s) of service, including officer(s), employee(s), or Member(s) contacted for
Payment indicated in Item 11:
(attach Continuation sheets) SF-LLL-A if necessary)
SF-LLL-A attached: I I Yes
Signature
Print Nacre
Titre
Telephone No.
Date
Exhibit D-S
DISCLOSURE OF LOBBYING
CONTINUATION SHEET
Reporting Entity:
Page 2of3
Page of
Authorized for Local Reproduction
Standard Form - LLL-A
Exhibit D-5 Page 3 of 3
INSTRUCTIONS FOR COMPLETION OF SF-LL DISCLOSURE OF LOBBYING ACTIVITIES
This disclosure form shall be completed by the reporting entity, whether subawardee or prime Federal recipient, at the initiation or receipt of a covered Federal action.
or a material change to a previous filing, pursuant to Title 31 U.S.C. Section 1352. The filing of a form is required for each payment or agreement to make payment
to any lobbying antity for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress,
or an employee of a Member of Congress in connection with a covered Federal action. Use the SF-LLL-A Continuation Sheet for additional information if the space
on the form is inadequate. Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the
Office of Management and Budget for additional information.
I . Identify the type of covered Federal action for which lobbying activity is and/or has been secured to influence the outcome of a covered Federal action.
2. Identify the status of the covered Federal action.
3. identify the appropriate classification of this report. If this is a follow-up report caused by a material change to the information previously reported, enter
the year and quarter in which the change occurred. Enter the date of the lest previously submitted report by this reporting entity for this covered Federal
action.
4. Enter the full name, address, city, state and zip code of the reporting entity. Include Congressional District if known. Check the appropriate classification
of the reporting entity that designates if it is, or expects to be, a prime or subaward recipient. Identify the tier of the subawardee, e.g., the first subawardee
of the prime is the first tier. Subawards include but are not limited to subcontracts, wbgrants, and contract awards under grants..
5. If the organization filing die report in hem 4 checks 'Subawardee", then enter the full name, address, city, state and zip code of the prime Federal recipient.
Include Congressional District, if known.
6. Enter the name of the Federal Agency making the award or loan commitment. Include at least one organizational level below agency name, if known. For
example, Department of Transportation, United States Coast Guard.
7. Enter the Federal program name or description for the covered Federal action (Item 1). if known, enter the full Catalog of Federal Domestic Assistance
(CFDA) number for grants, cooperative agreements, loans, and loan commitments.
a. Enter the most appropriate Federal identifying number available for the Federal action identified in Item 1 (e.g., Request for Proposal (RFP) number,
invitation for Bid (IFB) number, grant announcement number, the contract, grant, or loan award number, the application/proposal control number assigned
by the Federal agency) Include prefixes, e.g., RFP-DE-90-001.'
9. For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the Federal amount of the award/loan
commitment for the prime entity identified in item 4 or 5.
10. (a) Enter the full name, address, city, state and zip code for the lobbying entity engaged by the reporting entity identified in Item 4 to influence the
covered Federal action.
(b) Enter the toll comes of the individual(s) performing services, and include full address if different from 10(a). Eater Last Name, Fast Name, and
Middle Initial (MI).
11. Enter die amount of ration paid or reasonably expected to be paid by the repotting entity (Item 4) to the lobbying entity (Item 10). Indicate whether
the payment has been made (actual) or will be made (planned). Check all boxes that apply. If this is a material change report, enter the cumulative amount
of payment made or planned to be made.
12. Check the appropriate box(es). Check all boxes that apply. If payment is made through an in -kind contribution, specify the nature and value of the in -kind
payment.
13. Check the appropriate box(ex). Check all boxes that apply. If other, specify nature.
l4. Provide a specific and detailed description of the services that the lobbyist has performed, or will be expected to perform., and the date(s) of any services
rendered. Include all preparatory and related activity, not just time spent in actual contact with Federal officials. identify the Federal official(,) or
employee(:) contacted or the officer(s), employee(,), or Member() of Congress that were contacted.
15. Check whether or not a SF-LLL-A Continuation Shect(s) is attached.
16. The certifying official shall sign and date the form, print his/her name, title, and telephone number.
Public reporting burden for this collation of information is estimated to average 30 minutes per response, including time for reviewing instruction, searching
existing data sources, gathering and maintaining tine data needed, and completing and reviewing the collection of information. Send comments regarding the -
burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden to the Office of Management and Budget
Paperwork Reduction Project 48-004 , Washington, D.C. 29503.