HomeMy WebLinkAboutContract 35553%iTY SECRETARY
.
TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS �C7f�TRAci NOST)5
CONTRACT NUMBER: 567039 FOR THE
DOE.WEATHERIZATION ASSISTANCE PROGRAM (CFDA$ 81.092)
ATTACHMENT A - BUDGET AND PERFORMANCE DOCUMENT
SUBRECIPIENT NAME: FORT WORTH, CITY OF, HOUSING DEPARTMENT
DEPARTMENT FINANCIAL OBLIGATIONS
$190,930.00
DOE WAP
FUNDS CURRENTLY AVAILABLE
`
$2,950.00
TRAINING
& TECHNICAL ASSISTANCE FUNDS
CURRENTLY AVAILABLE
$190,930.00
TOTAL
ANTICIPATED
DOE WAP
FUNDS
$2,950.00
TOTAL
ANTICIPATED.TRAINING
& TECHNICAL ASSISTANCE FUNDS
Additional funds may be obligated via Amendments) Funds may only be obligated
and expended during the current contract period. Unexpended fund balances will
be recaptured.
BUDGET FOR AVAILABLE ALLOCATIONS*
CATEGORIES
ADMINISTRATION**
LIABILITY/POLLUTION OCCURRENCE INSURANCE***
FISCAL AUDIT
MATERIALS/PROGRAM SUPPORT/LABOR
HEALTH AND SAFETY****
SUB -TOTAL
TRAINING AND -TECHNICAL ASSISTANCE*****
TOTAL
FOOTNOTES:
DEPARTMENT SHARP
$19,093.00
$3,969.00
$800.00
$150,811.00
$16,757.00
$190,930.00
$2,950.00
$193,880.00
* Denotes that the subrecipient must request in writing any adjustments
needed to a budget category before TDHCA will make'any adjustments to
the budget categories. The only categories that can be reduced are
the Administration, Insurance, Fiscal Audit and/or in the Health
and Safety categories. Subrecipients are limited to (2) requested
budget revisions during the current contract term. Only those written
request(s) from the Subrecipients at least 90 days prior to the end of
the contract term (by December 31, 2007) will be reviewed: TDHCA may
decline to review written requests received during the final 90 days of
contract term.
**
***
Denotes maximum for administration based on 10'k of the total allowable
expenditures excluding travel for training.
Denotes $1,500 for liability insurance and.the remaining balance for
pollution occurrence insurance.
Denotes the maximum for Health and Safety expenditures.
Department approved training / travel only.
v`tyJ� i1' L ttV;�si:U
Tarrant County
Sub recipient shall provide weatherization program services to complete a
minimum of 52 dwelling units for DOE during the allocation term excluding
health and safety expenses without prior written approval from the Department.
EFFECTIVE:
FORT WORTH, CITY OF, HOUSING DEPARTMENT
BY: Jerome C. Walk on
FORT WORTH, ITY, GRANT ADMIN.
TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS
BY: Michael Gerber
Michael Gerber, Acting Executive Director
This contract is not effective unless signed by the Executive Dn•ector
of the Department oftmeir authorized designee.
APPROVED YGR THE FOB' WORTH CITY MANAGER'S OFFICE
BY:
APPROVED AS TO FORM AND LEGALITY:
SR. ASSISTANT CITY ATTORNEY
CITY SECRETARY
CONTRACT
•
a�oT
Date
PERFORMANCE
Subrecipient's service area consists of the following Texas counties:
Tarrant County
Subrecipient shall provide weatherization program services sufficient to expend
the contract funds during the contract term. WAP costs per unit, excluding
health and safety expenses, shall not exceed $21885_without prior written
approval from the Department.
EFFECTIVE: 09/Ol/2007
FORT WORTH, CITX OF, HOUSING DEPARTMENT
BY: NOT SIGNED
FORT WORTH, CITY OF, HOUSING DEPARTMENT Executive Director
TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS
BX: NOT SIGNED
Michael Gerber, Executive Director
This contract is not effective unless signed by the Executive Director of the
Department or their authorized designee.
TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS
CONTRACT NUMBER: 567039 FOR THE
DOE WEATHERIZATION ASSISTANCE PROGRAM (CFDA# 81.042)
SECTION i. PARTIES TO CONTRACT
This contract (hereina€ter "Contract") is made by and between the Texas
Department of Housing and Community Affairs, an agency of the State of
Texas (hereinafter the "Department") and
FORT.WORTH, CITY OF, HOUSING DEPARTMENT (hereinafter the
"Subrecipient"). The term of this Contract shall be for the period
identified under Attachment A - Budget and Performance Document
(hereinafter Attachment A).
SECTION 2. CONTRACT TERM
The period €or performance of this contract, unless earlier
terminated, is April 1, 2007 through March 31, 2008 (hereinafter the
"Contract Term"}.
SECTION 3. SUBRECIPIENT PERFORMANCE
Subrecipient shall, on an equitable basis throughout its service area,
develop and implement a Weatherization Assistance Program (WAP) in
accordance with Attachment A of this Contract. Subrecipient shall
develop and implement the WAP to assist in achieving a prescribed level
of energy efficiency in the dwellings of low --income persons. WAP
services will be provided to owner occupied units as well as rental
units. Priority will be given to households with elderly, persons with
disabilities, households with young children under 6 years of age,.
and/or households with a high energy burden and households with high
energy consumption are also given priority. Subrecipient shall
implement WAP in accordance with the provisions of Part A o£ the Energy
Conservation in Existing Buildings Act of 1976, as amended (42 U.S.C.
Sec. 6861 et seq.); the U.S. Department o€ Energy (DOE) regulations
codified in 10 C.F.R. Parts 490 and 600; any applicable Office of
Management and Budget (OMB) Circulars; the Texas WAP State Plan; State
weatherization regulations; the Title 10. Community Development, Part
I. Texas Department of Housing and Community Affairs Chapter 6. Energy
Assistance Programs, Subchapter A. Department of Energy Weatherization
Assistance Program (DOE-WAP) 10 nv, Sec. 6.1 - Sec. 6.21; The 2000
International Residential Code; 2000 Intornational Energy Conservation
Code; and the terms of this Contract.
SECTION 9, DEPARTMENT k'TNANCIAL ORI,TGATTONS
A, In consideration of Subrecipient's satisfactory performance of this
Contract, Department shall reimburse Subrecipient for the actual
allowable costs incurred by Subrecipient in the amount specified in
Attachment A of this Contract.
B. Department's obligations under this Contract are contingent upon
the actual receipt by Department o€ adequate federal funds. Tf
sufficient funds are not available, Department shall notify
Subrecipient in writing within a reasonable time after such fact is
determined. Department shall then terminate this Contract and will
YL1'�,
not be liable for the failure to make any payment to Subrecipient
under this Contract.
C. Department is not liable for any cost incurred by Subrecipient
which:
(1) is incurred to weatherize a dwelling unit which is not an
eligible dwelling unit as defined in 10 C.F.R. Sec. 940.22;
(2) is incurred to weatherize a dwelling unit which is designated
for acquisition or clearance by a federal, state, or local
program within twelve months from the date weatherization of
the dwelling unit is scheduled to be completed;
(3j is incurred to weatherize a dwelling unit previously
weatherized with WAP funds, except as provided for in 10
C.F.R. Sec. 940.18(e)(2);
(9) is for Subrecipient's administrative costs incurred in excess
of the maximum limitation set forth in Section 8 of this
Contract;
(5) is not incurred during the Contract term;
(6) is not reported to Department on a WAP Progress Expenditure
Report/Monthly Funding Report (hereinafter "Funding Report"),
within sixty (60) days. of the termination of the Contract
term;
(7) is subject to reimbursement by a source other than Department;
or
(8) is made in violation of any provision of this Contract or any
provision of federal or state law or regulation, including,
but not limited to, those enumerated in this Contract.
D. Subrecipient shall refund, within fifteen (15} days of Department's
request, any sum of money paid to Subrecipient which Department
determines has resulted in an overpayment or has not been spent in
accordance with the terms of this Contract. Department may offset
or withhold any amount otherwise owed to Subrecipient under this
Contract against any amount owed by Subrecipient to Department
arising under this or any other contract between the parties.
SECTION 5. METHOD OE PAYMENT / CASH BALANCES
A. Each month, Subrecipient may request an advance payment of WAP
funds under Attachment A by submitting a Funding Report to
Department (through the electronic reporting system} at its offices.
in. Travis County, Texas. Subrecipient must maintain and follow
written procedures to minimize the time elapsing between the
transfer of funds from Department and the disbursement of such
funds by Subrecipient.
B. Subrecipient's requests for advances shall be limited to the
minimum amount needed to perform and timed to be in accordance with
actual, immediate cash requirements of the Subrecipient in carrying
out the purpose of this Contract. The timing and amount of cash
advances shall be as close as administratively feasible not to
exceed a 30 day projection of the actual disbursements by the
Subrecipient for direct program costs and the proportionate share
of any allowable indirect costs.
C. Subsection 4(A) notwithstanding, Department reserves the right to
use a cost reimbursement method of payment for all funds if (1)
Department determines that Subrecipient has maintained excess cash
balances; (2) Department identifies any deficiency in the cash
controls or financial management system maintained by Subrecipient;
(3) Department determines that a cost reimbursement method would
benefit the program; (4) Department's funding sources require the
use of a cost reimbursement method; or (5) Subrecipient fails to
comply with any of the reporting requirements of Section 10.
D. A17. funds paid to Subrecipient under this.Contract are.paid in
trust for the exclusive benefit of the eligible recipients of the
weatherization assistance program and for.the payment of the
allowable expenditures identified in Section 8 of this Contract.
SECTION 6. COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS
Except as expressly modified by law or the terms of this Contract,
Subrecipient shall comply with the cost principles and uniform
administrative requirements set forth in the Uniform Grant and Contract
Management Standards, 1 T.A.C. Sec. 5.191 et seq. (the "Uniform Grant
Management Standards"); all .references therein to "local government"
shall be construed to mean Subrecipient. Uniform cost principles for
local governments are set, forth in OMS Circular No. 87, and for non-
profits in OMI3 Circular No. 122. Uniform administrative requirements
for local governments are set forth in OMB Circular No. 102 and for
non -profits in OMB Circular No. 110.
SECTION 7. USE OF ALCOHOLIC BEVERAGES
None of the funds provided under this Contract shall be used for the
payment of salaries to any employee who uses alcoholic beverages while
on active duty. No funds provided under this Contract shall be used
for the purchase of alcoholic beverages.
SECTION 8. TERMINATION AND SUSPENSION
A. Department may terminate this Contract, in whole or in part, at any
time Department determines that there is cause for termination.
Cause for termination includes but is not limited. to Subrecipient's
failure to comply with any term of this Contract, with the
Department's "Criteria and Procedures €or Termination or Nonrenewal
of Weatherization Subgra�tee Contracts" -- Policy Issuance 495-
12.8, any state weatherization regulation and the WAP State Plan.
Department shall notify Subrecipient in writing at. least thirty
(30) days before the date of termination.
B. Nothing in this Section shall be construed to limit Department's
authority to withhold payment and immediately suspend
Subrecip.ient's performance under this Contract if Department
identifies possible instances of fraud, abuse, waste, fiscal
mismanagement, or other serious deficiencie"s.in Subrecipient's
performance. Suspension shall be a temporary measure pending
either corrective action by Subrecipient or a decision by
Department to terminate this Contract.
C. Department shall not be liable for any costs incurred by
Subrecipient after termination or during the suspension of this
Contract. The termination or suspension of this Contract
notwithstanding, Subrecipient shall not be relieved of any
liability for damages due to Department by virtue of any prior or
future breach of this Contract by Subrecipient. Department may
withhold any payment otherwise due to Subrecipient until such time
as the exact amount of damages owed to Department by Subrecipient
is determined and paid.
SECTION 9. ALLOWABLE EXPENDITURES
A. The allowability of Subrecipient's costs incurred in the
performance of this Contract shall be determined in accordance with
the provisions of Section 5 and the regulations set forth in 10
C.F.R. Sec. 490.18, subject to the limitations and exceptions set
forth. in this Section.
B. To the maximum extent practicable, Subrecipient shall utilize funds
provided under this Contract for the purchase of weatherization
materials. All weatherization materials installed must have an
approved State of Texas Energy Audit SIR of one (1) or greater
unless otherwise indicated. All measures related to the insulation
of cengs, exterior walls and floors are included as proposed
measures in the approved State of Texas Energy Audit on all units
not previously insulated to prescribed standards and suitable to
receive these measures. Weatherization measures installed shall
begin with those having the greatest.SZR (on approved State of
Texas Energy Audit) and proceed in descending order to the
materials with the smallest SZR or until the maximum allowable per
unit expenditures are achieved. Subrecipient shall weatherize
eligible dwelling units using only weatherization materials which
meet or exceed the standards prescribed by DOE in 10 C.F.R. Part
440, Appendix A and are installed in compliance with the Texas
Weatherization Field Guide and Texas Mechanical Systems Field
Guide.
Allowable WAP expenditures under Attachment A include:
(1) purchase and delivery ,of weatherization materials as defined in 10
C.F.R. Sec. 940.3, but not to include storm doors;
(2) labor costs for doors, primary windows & storm windows that will
result in approved energy savings with a savings to' investment
ratio of one or greater in accordance with 10 C.F.R. Sec. 940.19;
(3) weatherization materials and labor for heating and cooling system
tune ups, repairs, modification, or replacements if such will
result in improved energy efficiency as demonstrated by savings to
investment ratio (SIR) of one (1) or better in the approved State
of Texas Energy Audit and, whenever available, heating and cooling
systems must have an Energy Star rating;
(9). transportation of weatherization and repair materials, tools;
equipment, and work crews to a storage site and to the site of
weatherization work;
(5) maintenance, operation, and insurance of vehicles used to
transport weatherization materials;
(6) maintenance of tools and equipment;
(7) purchase or lease of tools, equipment, and vehicles (purchase o.f
vehicles must be approved in advance by DOE);
(8) employment of on -site supervisory personnel;
(9) storage of weatherization materials, tools, and equipment;
(10) incidental repairs (such as repairs to roofs, walls, floors, and
other parts o£ a dwelling unit) if such repairs are necessary for
the effective performance or. preservation of weatherization
materials {If incidental repairs are necessary to make the
installation of the weatherization materials effective, the cast
of incidental repair materials _charged to WAP funds awarded under
Attachment A shall not exceed the cost of weatherization materials
charged to WAP funds and shall have a whole house SIR of one (1)
or greater on the approved State of Texas Energy Audit.);
(11) allowable health and safety measures; and
(12) allowable base load measures. Health and Safety funds not
expended may be moved to the labor, materials, and program support
category. These changes will require a contract action;
thereforeI Subrecipient must provide written notification to the
Department at least 90 days prior to the end of the Contract term
before these funds can be moved.
C. Administrative costs incurred by Subrecipient in performing this
Contract are to be based on actual expenditures and shall be
allowed up to the amount outlined in Attachment A. Allowable
administrative costs may include reasonable costs associated with
Subrecipient's administrative personnel, travel (out of service
area), office space, equipment, and supplies which are necessary
for the administration of WAP. Administrative costs are earned
based upon the allowable percentage of total allowable
expenditures, excluding the allowance for Department / DOE Training
Travel or special equipment purchases. Subrecipient may use any or
all of the funds allowed for administrative purposes under this
Contract for the purchase and delivery of weatherization materials.
Those changes will require a contract action; therefore,
Subrecipient must provide written notification to the Department at
least 90 days prior to the end of the Contract term before these
funds can be moved.
D. The cost of liability insurance for the weatherization program for
personal injury and for property damage, not to exceed Fifteen
Hundred Dollars ($1,500.00) shall be an allowable WAP expenditure
under Attachment A. Subrecipient may request in.writinq a waiver
of the limit on liability insurance. The waiver request must.
provide. price quotes from at least three (3) insurance carriers.
If Subrecipient is allowed to waive the liability insurance limit,
amounts in excess of the $1,500 may be charged to the
administrative or program support category. The liability
insurance category has increased to enable Subrecipient to purchase
pollution occurrence insurance in addition to the general liability
insurance. Generally, regular liability insurance policies Co not
provide coverage for potential effects of many health& safety
measures, such as lead disturbances and other pollution occurrence
items. Subrecipient should review existing policies to ensure that
lead is covered and if not, secure adequate coverage for all units
to be weatherized. Subrecipients' insurance must cover the
pollution occurrence insurance coverage for their independent
contractors or the independent contractors must obtain the
coverage. Note: The pollution occurrence insurance has been based
on the number of units the subrecipient plans to weatherize with
all of the different funding sources, i.e:, I:IHEAP and DOE.
E. Fiscal audit expenses for the weatherization program not to exceed
Eight Hundred Dollars ($$00.00} shall be allowed under Attachment
A, subject to Section 15.
F. To the maximum extent practicable, Subrecipient shall secure the
services of (1) volunteers, (2) training participants, and (3)
public service employment workers assisted pursuant to the Job
Training Partnership Act, to weatherize dwelling units under the
direction of qualified supervisors.
SECTION 10. RECQRD KEEPING REQUIREMENTS
A. Subrecipient shall comply with the record keeping requirements set
forth at 10 C.F.R. Sec. 440.24 and with such additional record
keeping requirements as speced by Department.
B. For each dwelling unit weatherized with funds received from WAP
under this Contract, Subrecipient shall maintain a file containing
the following information:
(1) completed Application for Weatherization Services, indicating
0
the ages of the residents, households with children under 6,
and persons with disabilities;
(2) 12 month customer billinghistory for utilities / consumption
release form;
(3) eligibility documentation (proof of income eligibility shall
consist of checks, check stubs, award letters, employer
statements, or other similar documents including total income
and public assistance payments); no dwelling unit shall be
weatherized without documentation that the dwelling unit is
an eligible dwelling unit as defined in 10 C.F.R. Sec.
440.229 All proof of income must reflect earnings from
within 12 months of the start date indicated on the BW12.
Proof of income documentation requirements are the same for
both single and multifamily housing; effective January It
2005, all new applications must have proof of income or
affidavit of no income for the previous .30 days;
(4) Building Weatherization Deport to include -certification of
final inspection;
(5) invoices of materials purchased and/or inventory removal
sheets;
(6) invoices of labor;
(7) if a rental unit, Landlord Agreement Form (includin(g Exhibits
A and B), Landlord Financial Participation or and
Permission to Conduct Energy Audit Form (Department form);
Al all forms as required by WAP Palicy.Issuances $04-11.30;-•
(II} Self-help Certification (Department form), if applicable;
(9) Notice,of Denial {Department form), if applicable;
(10) Signed and dated Building Assessment form;
(11) Attic Inspection •(local design allowed);
{12) wall Inspection (local design allowed);
(13) Justification for Qmission of Priorities (local design
allowed), if applicable;
(1A) Documentation of pre & post-weatherization carbon monoxide
readings for all combustible appliances used in the
conditioned space;
(15}Blower Door Data Sheet_;
(16) Copy of the cover sheet, SIR page, and Suggested Repairs and
Measures page for the -approved State of Texas Energy Audit;
(17) A complete approved State of Texas Energy Audit on disk and a
disk back-up for all units weatherized (unless using computer
based audit); and,
(18) Other forms as may be required byPolicy Issuances.
WAP unit files for this Contract shall be kept separate from LIHEAP
WAP files and each shall be identified with contract year number
followed by "DOE WAP"
C. Materials standards documentation for weatherization materials
purchased under this Contract must be maintained. These standards
must meet the requirements as per Appendix A of 10 CFR 440 and the
Texas Weatherization Field Guide and Texas Mechanical Systems Field
Guide.
D: Subrecipient shall give the federal and state funding agencies, the
Comptroller General of the United States, and Department access to
and the right to reproduce all records pertaining to this Contract.
All such records shall be maintained for a� least three years after
final payment has been made and all other pending matters are
closed. Subrecipient shall include the requirements of this
Subsection in all subcontracts.
E. All WAP records maintained by Subrecipient, except records made
confidential by law, shall be available for inspection by •the
public during Subrecipient's normal business hours to the extent
a ,
required by the Texas Public Information Act, TM GOV'T CODE ANN.
Chapter 552.
SECTION 11. REPORTYNG REQUIREMENTS
A. Subrecipient shall electronically submit to Department no later
than fifteen (15) days after the end of each month of the Contract
term a Performance Report listing demographic information on all
units completed in the previous month and an Expenditure Report
listing all expenditures of funds under this Contract during the
previous month. These reports are due even if Subrecipient hasno
new activity to report during the month. Both reports shall be
submitted electronically.
B. Subrecipient shall electronically submit to Department no later
than sixty (60) days after the end of the Contract term of this
Contract a final expenditure and programmatic report. The failure
o€ Subrecipient to provide a full accounting of all funds expended
under this Contract may result in ineligibility to receive
additional funds or additional contracts.
C. Subrecipient shall submit to Department no later than sixty (60)
days after the end of the Contract term an inventory of all
vehicles, tools, and equipment with a unit acquisition cost of
$5,000.00 or.more and a useful life of more than one year, if
purchased in whole or in part with funds received under this or
previous weatherization assistance program contracts. The
inventory shall reflect the vehicles, tools, and equipment on hand
as of the last day of the Contract term.
D. Subrecipient shall submit other reports, data, and information on
the performance of this Contract as may be required by DOE pursuant
to 10 C.F.R. Sec. 440.251 or by Department.
E. If Subrecipient fails to submit, in a timely and satisfactory
manner, any report or response required by this Contract, including
responses to monitoring reports, Department may withhold any and
all payments otherwise due or requested by Subrecipient hereunder.
Payments may be withheld until such time as the delinquent report
or response is received by Department. If the delinquent report or
response is not received within forty-five (45} days of its due
date, Department may suspend or terminate this Contract. Tf
Subrecipient receives Weatherization Program funds from the
Department over two or more Contracts of subsequent terms, funds
may be withheld or this Contract suspended or terminated by
Subrecipient's failure to submit a past due report or response
(including a report of audit) from a prior Contract term.
SECTION 12. CHANGES AND AMENDMENTS
Any change in the terms of this Contract required by a change in state
or federal law or regulation is automatically incorporated herein
effective on the date designated by such law or regulation and
subrecipient is on constructive notice of this change whether actual
notice is provided. Except as otherwise specifically provided herein
any other change in the terms of this Contract shall be by amendment in
writing and signed by both parties to this Contract or by a Letter of
Notification (LON) signed by Department.
SECTION 13. DEPARTMENT INEORMAT24N ACTION ITEMS
Department may issue information action items which serve to interpret
and clarify the terms of this Contract. Such Information Action Items
or Memorandums shall not alter the terms of this Contract so as to
relieve Department of any obligation of reimbursement of an allowable
cost incurred by Subrecipient prior to the effective date of the
Information Action Item, All information action items issued by
Department, whether before or after the date this Contract is executed,
shall govern the performance of this Contract until specifically
rescinded.by Department. Durable program rules and other features
described in issuances will become incorporated into the Texas
Administrative Code - 10 TAC Sec. 6.1 - 6.21.
SECTION 19. INDEPENDENT SUBRECIPIENT
It is agreed that Department is contracting with Subrecipient as an
independent contractor. Subrecipient agrees to indemnify Department
against any disallowed costs or other claims, which may be asserted by
any third party in connection with the services to be performed by
Subrecipient under this Contract.
SECTION 15> PROCUREMENT STANDARDS & SUBCONTRACTS
A. Subrecipient shall develop and implement procurement procedures,
which
conform to the uniform administrative requirements referenced
in Section 5 of this Contract. Subrecipient shall not procure
supplies, equipment, materials, or services for this Contract
except in accordance with its procurement procedures and WAP Policy
zssuance #02-10.2. All procurement contracts, other than "small
purchases" as defined in WAP Policy Issuance #02-10.2, shall be in
arriting and shall contain the provisions required by WAP Policy
Issuance #02-10.2. Subrecipient must obtain advance written
permission from DOE through Department before purchasing any
vehicle. Subrecipient shall include language in any subcontract
that provides the Department the ability to directly review,
monitor, and/or audit the operational and financial performance
and/or records of work performed under this Contract.
B. Subrecipient shall ensure that its subcontractors comply with all
applicable terms of this Contract as if the performance rendered by
the subcontractor was being rendered by Subrecipient. Subrecipient'
shall inspect all subcontractors' work and shall be responsible for
ensuring that it is completed in a good and workmanlike manner.
Subrecipient shall make no payment to subcontractor until all work
Ls complete and has passed a final inspection.
C. Zt is the sole responsibility of Subrecipient's authorized
weatherization staff to
approved State of Texas
In.an emergency situati
the Department waive th
i
allotted for the waiver. Under no circumstances will a waiver be
granted for longer than six months. Failure to strictly adhere to
this policy will result in disallowed costs.
SECTZON 16. AUDZT
A. Subrecipient shall arrange for the performance of an annual
financial and compliance audit of funds received and performances
rendered under this Contract, subject to the following conons.
and limitations:
1. Subrecipients expending $500,000 or more in federal financial
assistance for any fiscal year ending on or after December 31,
2003, shall have an audit made in accordance with Department's
supplemental audit guide, the Single Audit Act Amendments of
1996, 3l U.S.C. 7501 et seq. and OMB Circular No. 133 -Revised
June 27, 2003; "Audits of States, Local Governments, and Non -
Profit Organizations." For purposes of this Section 15,
"federal financial assistance" means assistance provided by a
federal agency in the form of grants, contracts, loans, loan
guarantees, property, cooperative agreements, .interest
subsidies, insurance or direct appropriations, but does not
include direct federal cash assistance to individuals. The
term includes awards of federal financial assistance received
directly from federal agencies, or indirectly through other
units of state and local government.
2. Subrecipient shall utilize funds budgeted under this Contract
to pay for that portion of the cost of such audit services
properly allocable to the activities funded by Department under
this Contract, provided however that Department shall not make
payment for the cost of such audit services until Department
has received a satisfactory audit report, as determined by
Department, from Subrecipient.
3. Subrecipient sha12 submit two (2) copies of the report of such
audit to Department within thirty {30) days after the
completion of the audit, and no later than nine (9) months
after the end of the audit period. However, for fiscal years
beginning on or before June 30, 1998, the audit shall be
completed and submitted within the earlier of 30 days after
receipt of the auditor's report or 13 months after the end of
the audit period. Subrecipient shall ensure that the audit .
report is made available for public inspection within thirty
(30) days after completion of the audit. Audits performed
under this Section 15 are subject to review and resolution by
Department or its authorized representative.
4. The audit report must include verification of all expenditures
by budget category, in accordance with the final Funding Report
submitted to close out the contract year.
D. Subsection A.notwithstanding, Subrecipients expending less than
$500,000 in Federal financial assistance may arrange for the
performance of an annual financial statement audit. Such audit
should include verification as required in Sec. 15(A)(9).
C. Subsection A notwithstanding, Department reserves the right to
conduct an annual financial and compliance audit of funds received
and performances rendered under this Contract. Subrecipient agrees
to permit Department or its authorized representative to audit
Subrecipient's records and to obtain any documents, materials, or
I
nformation necessary to facilitate such audit.
p. Subrecipient understands and agrees that it shall be liable •to
Department for any costs disallowed pursuant to financial and
compliance audits) of funds received under this Contract.
Subrecipient further understanvs and agrees that reimbursement to
Department of such disallowed costs shall be paid by Subrecipient
from funds which were not provided or otherwise made available to
Subrecipient under this Contract.
E. Subrecipient shall take such action to facilitate the performance
of such audit or audits conducted pursuant to this section as
Department may require of Subrecipient.
F. Subrecipient shall procure audit services through an open,
competitive
process
at least once every
four years. The
auditor
shall retain
working
papers and reports
-for a minimum of
three
years after
the date
of issuance of the
auditor's report
to the
auditee. Audit working papers shall be made available upon request
to Department at the completion of the audit, as a part of a
quality review, to resole audit findings, or to carry out
oversight responsibilities consistent with the purposes of this
part. Access to working papers includes the right to obtain copies
of working papers, as is reasonable and necessary.
SECTrON 17. PROPERTY MANAGEMENT
A. Subrecipient acknowledges that any vehicles, tools, and equipment
with a unit acquisition .Cost of $5,000.00 or more and a useful life
of more than one year, if purchased in whole or in part with funds
received under this or previous weatherization assistance program
Contracts, are not assets of either the Subrecipient or the
Department but are held in trust for the Weatherization Assistance
Program and as such are assets of the Weatherization Assistance
Program.' Any equipment, tools, or vehicles having a useful life of
more than one year and an acquisition cost of $5,000.00 or more per
unit must receive prior approval from the Department before the
C.
purchase is made.
Subrecipient shall develop and implement a property management
system, which conforms to the uniform administrative requirements
referenced in Section 5. Subrecipient shall not use, transfer, or
dispose of any property acquired in whole or in part with funds
provided under this or a previous weatherization assistance program
contract except in accordance with its own property management
system and Department Issuances.
Subrecipient shall establish adequate safeguards to prevent loss,
damage, or theft of property acquired hereunder and shall promptly
report to Department ahy loss, damage, or theft of property with an
acquisition cost of Five Thousand and no/100 Dollars ($5,000.00)
or more.
In addition to the inventory of vehicles, tools, and equipment
required under Section 10, Subrecipient shall take a physical.
inventory of all WAP materials and shall reconcile the results with
its property records at least once every year. Any differences
between quantities determined by the inventory and those shown in
the property records shall be investigated by Subrecipient to
determine the cause of the difference.
SECTION 18. INSURANCE REQUIREMENTS
Subrecipient shall maintain adequate personal injury and property
damage liability insurance or, if Subrecipient is a unit of local
government, shall maintain sufficient reserves to protect against the
hazards arising out of or in connection with the performance of this
Contract. Subrecipient shall also maintain adequate pollution
occurrence insurance in addition to the general liability insurance.
Generally, regular liability insurance policies do not provide coverage
for potential effects of many health & safety measures, such as lead
disturbances and other pollution occurrence items. Subrecipient should
review existing policies to ensure that lead is covered and if not,
secure adequate coverage for all units to be weatherized. Note: The
pollution occurrence insurance has been based on the number of units
the subrecipient plans to weatherize with the following different
funding sources, i.e.; LIHEAP and DOE. If subrecipient requires
additional funding for liability insurance, they must first provide the
Department with three price quotes. When approved, additional
liability insurance costs may be paid from administrative or program
support categories. The Department strongly recommends the
subrecipient require their contractors to carry pollution occurrence
insurance to avoid being liable for any mistakes the contractors may
make. Each agency should get a legal opinion regarding the best course
to take for implementing the pollution occurrence insurance coverage.
If Subrecipient is not a unit of local government, Subrecipient shall
provide Department with certificates of insurance evidencing
Subrecipient's current and effective insurance coverage, Subrecipient
agrees to notify the Department immediately upon receipt of
notification of the termination, cancellation, expiration, or
modification of any insurance coverage or required policy endorsements.
Subrecipient agrees to suspend the performance of all work performed
under this Contract until Subrecipient satisfies the coverage
requirements and obtains the policy endorsements, and has delivered to
Department certificates of insurance evidencing that such coverage and
policy endorsements are current and effective, and has been notified by
Department that such performance of the work under this Contract may
recommence. Subrecipients.must also require all contracting
independent subcontractors to have general liability insurance.
Subrecipients' insurance must cover the pollution occurrence insurance
coverage for their independent subcontractors or the independent
subcontractors must obtain the coverage.
SECTION 19. LITIGATION AND CLAIMS
Subrecipient shall give .Department immediate written notice of any
claim or action filed with a court or administrative agency against
Subrecipient and arising out of the performance of this Contract or any
subcontract hereunder. Subrecipient shall furnish to Department copies
of all pertinent papers received by Subrecipient with respect to such
action or claim.
SECTION 20. TECHNICAL ASSISTANCE AND MONITORING
Department or its designee may conduct periodic desk and on -site
monitoring to evaluate the efficiency, economy, and effectiveness.of
Subrecipient's performance of this Contract. Department will advise
Subrecipient in writing of any deficiencies noted during such
monitoring. Department may provide technical assistance to
Subrecipient and may require changes in Subrecipient's accounting,
personnel, procurement, and management procedures in order to correct
any deficiencies noted. Subrecipient may be required by Department to
return to dwelling units to correct identified problems. Department
may further review and assess the efforts Subrecipient has made to
correct previously noted deficiencies. Department may withhold funds,
place Subrecipient on a cost reimbursement basis, deobligate funds,
suspend performance, terminate this Contract, or invoke other remedies
in the event monitoring reveals material deficiencies in Subrecipient's
performance or if Subrecipient fails to correct any deficiency within a
reasonable period of time.
SECTION 21. LEGAi, .AtJTHOE2TTY
A. Subrecipient represents that it possesses the practical ability and
the legal authority to enter into this Contract, receive and manage
the funds authorized by this Contract, and to perform the services
Subrecipient has obligated itself to perform under this Contract.
B. The person signing.this Contract on behalf of Subrecipient hereby
warrants that he/she has been authorized by Subrecipient to execute
this Contract on behalf of Subrecipient and to bind Subrecipient to
all terms herein set forth.
C. Department shall have the right to suspend or terminate .this
Contract if there is a dispute as to the legal authority of either
Subrecipient or the person signing this Contract to enter into this
Contract or to render performances hereunder. Should such
suspension or termination occur, Subrecipient is liable to
Department for any money it has received for performance of the
provisions of this Contract.
��. t0a' itafl j TEN,
SECTION 22. PREVENTION OF FRAUD AND ASUSE
A. Subrecipient shall establish, maintain, and utilize internal
control systems and procedures sufficient to prevent, detect, and
correct incidents of waste, fraud, and abuse in the WAP and to
provide for the proper and effective management of all program and
fiscal activities funded by this Contract. Subrecipient's internal
control systems and all transactions and other significant events
must be clearly documented and the documentation made readily
available for review by Department.
B. Subrecipient shall give Department complete access to all of its
records, employees, and agents for the purpose of monitoring or
investigating the weatherization program. Subrecipient shall fully
cooperate with Department's efforts to detect, investigate, and
prevent waste, fraud, and abuse. Subrecipient shall immediately
notify the Department of any identified instances of waste, fraud,
or abuse.
C. Department will notify the funding source upon identification of
possible instances .of waste, fraud, and abuse or other serious
deficiencies..
D. Subrecipient may not discriminate against any employee or other
person who reports a violation of the terms of this Contract or of
any law or regulation to Department or to any appropriate law
enforcement authority, if the report is made in good faith.
SECTION 23. CONFLICT OF INTEREST/NEPOTISM
A. Subrecipient represents that neither it nor any member of its
governing body presently has any interest or shall acquire any
interest in, directly or indirectly, erhich would conflict with the
performance of this Contract and that no person having such
interest shall be employed by Subrecipient or appointed as a member
of Subrecipient's governing body.
B. Subrecipient shall establish safeguards to prohibit its employees
from using their positions for a purpose that is or gives the
appearance of being motivated by a desire for private gain for
themselves or others, particularly those with whom they have
family, business or other ties.
C. Subrecipient agrees that zt will comply with'TEX, GOV'T CODE ANN.
Chapter 573 by ensuring that no officer, employee, or member of the
governing body of Subrecipient shall vote for or confirm the
employment of any person related within the second degree by
affinity or third degree by consanguinity to any member of the
governing body or -to any officer or employee authorized to employ
or supervise such person. This prohibition shall not prohibit the
continued employment of a person who has been continuously employed
for a period of two years pxior to the election or appointment of
the officer, employee, or governing body member related to such
person in the prohibited degree.
SECTION 24. POLITICAL ACTIVITY AND LOBBYING PROHIBITED
A. None of the funds provided under this Contract shall be used for
C
influencing the outcome of any election, or the passage or defeat
of any legislative measure. This prohibition shall not be
construed to prevent any official or employee of Subrecipient from
furnishing to any member of its governing body upon request, or to
any other local or state official or employee .or to any citizen
information in the hands of the employee or official not considered
under law to be confidential information. Any action taken against
an employee or. official for supplying such information shall
subject the person initiating the action to immediate dismissal
from employment.
No funds provided under this Contract may be used directly or
indirectly to hire employees or in any other way fund or support
candidates for the legislative, executive, or judicial branches of
government of Subrecipient, the State of Texas, or the government
of the United States.
If any funds other than federally 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 an employee. of a
Member of. Congress in Connection with this Contract, Subrecipient
shall complete and submit a Certification Regarding Lobbying form
I
n accordance with its instructions. No state funds may be given
to persons who are required to register under 'TX GOV'T CODE ANN.
305.
D. None of the funds provided under this Contract shall be paid to any
official or employee who violates any of the provisions of this
section.
SECTION 25. NON-DISCRIMINATION AND EQUAZ OPPORTUNITY
No person shall on the ground of race, color, religion, sex, national
origin, age, disability, political affiliation or belief be excluded
from participation in, be denied the benefits of, be subjected to
discrimination under, or be denied employment in the administration of
or in connection with any program or activity funded in whole or in
part with funds made available under this Contract.
SECTION 26. SPECIAL COMPZIANCE PROVISIONS
Subrecipient shall comply with the requirements of all applicable laws
and regulations, including those specified in 10 C.E.R. Part _600,
Appendix A.
SECTION 27. TRAINING AND TECHNICAL ASSISTANCE E'UNDS
Training and technical assistance funds shall be used only €or
Department and/or DOE training events.
B. Allowable travel costs under this Contract shall be determined in
accordance with OMS Circulars A-122 or A-87, as applicable, any
Department Issuance on travel, and with Subrecipient's written
travel policy. Subrecipient's written travel policy shall
delineate the rates which Subrecipient shall use.in computing the
travel and per diem expenses of its board members and employees.
Prior to incurring any costs for travel, subrecipient must provide
Department with a copy of its travel policy and evidence that such
policy has been approved by Subrecipient's governing body. If
subrecipient has no established written travel policy, the travel
regulations applicable to Department employees shall apply.
C. Department may, from time to time, provide funds in this category
that are far the sole purpose of purchasing designated
weatherization equipment.
SECTION 28. MAINTENANCE OE EFFORT
Funds provided to subrecipient under this Contract may not be
substItuted for funds or resources from any other source nor in any way
serve to reduce the funds or resources, which would have been available
to or provided through subrecipient, hadthis Contract never been
executed.
SECTION 29. DEBARRED AND SUSPENDED PARTIES
{1} subrecipient must not make any award (subgrant or contract} to any
party which is debarred or suspended or is otherwise excluded from
or ineligible for participation in Federal assistance programs
under Executive Order 12599, "Debarment and Suspension 95 C.F.R
Part 76", subrecipient shall include in any subcontracts that
failure to adequately perform under this Contract may result in
penalties up to and including Department from performing
additional work for theDepartment.
(2) Subrecipient shall certify that neither it nor its principals is
presently debarred, suspended, proposed for debarment, declared
ineligibleI or voluntarily excluded from participation in this
transaction by any Federal department or agency.
(3) If Subrecipient is unable to provide the certification required by
this Section, such prospective participant shall attach an
explanation to this Contract.
SECTION 30. NO WAIVER
No right or remedy given to Department by this Contract shall preclude
the existence of any other right or remedy, nor shall any action taken
I
n the exercise of any right or remedy be deemed a waiver of any other
right or remedy. The failure of Department to exercise any right or.
remedy on any occasion shall not constitute 'a waiver of Department's
right to exercise that or any other right or remedy at a later time.
SECTION 31. PRIOR ORAL AND WRITTEN AGREEMENTS
All prior oral or written agreements between the parties hereto
relating to the subject matter of this Contract have been reduced to
wrng and are contained herein.
SECTION 32. SEVERABILITX
If any portion of this Contract is held to be invalid by a court of
competent jurisdiction, the remainder of it shall remain valid and
binding.
BY: ..NOT.SIGNED..........
FORT WORTH, CTTX OF, ROUSING DEPARTMENT, Executive Director
BY: ..NOT.SIGNED..........
Michael Gerber, Executive -Director
This Contract is not effective unless signed by the Executive Director
of the Department or their authorized designee.