HomeMy WebLinkAboutContract 32354 CITY SECRETARY
CONTRACT NO.
TCEQ FORM :
TCEQ STATE FUNDED GRANT AGREEMENT
Fiscal Year 2006 and 2007
CONTRACT NO. 582-6-74392
THIS AGREEMENT is entered by and between Texas Commission on Environmental Quality
(hereinafter called TCEQ) and the City of Fort Worth acting through Environmental Management
Department(hereinafter called PERFORMING PARTY).
TCEQ and PERFORMING PARTY, in consideration of the mutual covenants hereinafter set forth, agree
as follows:
ARTICLE 1. WORK
1.1 PERFORMING PARTY shall complete all Work related to Work Plan activities
identified in the City of Fort Worth, Texas, related portion of Exhibit A-21 Local Air
Program Work Plan for the term of this Agreement. Work is generally described in this
article, and includes activities consistent with the direction and intent of the Compliance
Monitoring Strategy for the Air and/or Stage H programs. Activities to be performed
under this Agreement are more fully described in the attached Scope of Work Section,
which is hereby incorporated by reference into this Agreement.
1.2 The intended outcome is the PERFORMING PARTY's assistance to the TCEQ in the
enforcement of the Clean Air Act.
ARTICLE 2. AGREEMENT TERMS
2.1 This Agreement shall have a term commencing on§ept&bb, &1,20054nd shall
tgminate on August 31,2007.43oth parties have an option to renew the Agreement for
two (2)additional one (1)year periods upon written consent of the parties by an
Amendment to this Agreement..
The Annual Performance Evaluation requirements identified in the Scope of Work
Section and certain reporting requirements as identified in this Agreement shall survive
the termination of this Agreement. Other than for administrative matters,this Agreement
shall not extend into a fiscal year for which the Texas Legislature has not appropriated
funding necessary to perform this Agreement.
ARTICLE 3. AGREEMENT AMOUNT
3.1 TCEQ and PERFORMING PARTY agree that the maximum amount to be paid by
TCEQ for completion of the Work shall not exceed$549,100',dlver the Agreement term,
limited in each fiscal year to one half of the total Agreement amount, unless the parties
amend this amount in accordance with the Agreement Documents.
TCEQ SFG Agreement. Contract No.582-6-74392 Page I of 59 March 19,2005
3.2 The term"Local Air Program" is defined as the eligible local air pollution program
conducted by PERFORMING PARTY under Section 382.0622,Texas Health and Safety
Code. The combined federal and state share of the funding for the PERFORMING
PARTY's Local Air Program(including the state funds under this Agreement) shall not
exceed 67% (sixty-seven percent)of the PERFORMING PARTY's total cost for the
program. The PERFORMING PARTY must provide matching funds such that the
combined federal share, derived from the Section 105 pass-through funding from the
TCEQ,and the state share, derived from the current Appropriations Act, shall not exceed
67%,or the total amount of this Agreement will be reduced proportionately so that this
condition is met.
ARTICLE 4. PAYMENT PROCEDURES
4.1 PERFORMING PARTY shall submit requests for Payment in accordance with
ARTICLE 7 of the General Conditions.
4.2 Quality. All investigations and investigation documentation must be prepared in
accordance with applicable Field Operations Division Standard Operating Procedures
(FODSOP), issued protocols and guidance documents, and Enforcement Division
Standard Operating Procedures(EnfSOP). Adherence to FODSOP, issued protocols and
guidance, and EnfSOP are required for the successful completion of any investigation.
ARTICLE 5. BASES FOR CALCULATING PAYMENT
5.1 The PERFORMING PARTY shall receive the dollar amount as specified and agreed
upon for all properly rendered and received environmental services, investigations and
related items as described in Scope of Work Section and detailed within Exhibit A-21:
Local Air Program Work Plan.
5.2 Investigations that are subject to more than one chapter(whether state or federal rule)
shall be considered one investigation for payment purposes.
ARTICLE 6. FUNDING
6.1 Availability of Funds. The parties agree that this Agreement and all claims, suits, or
obligations arising under or related to this Agreement are subject to and limited to the
availability of funds appropriated by the Texas Legislature for the purposes of this
Agreement or for the respective claim, suit, or obligation, as applicable.
6.2 Source of Funds and Legal Authority. This Agreement is funded through the FY2006-
2007 Appropriations Act; TEX.WATER CODE&5.229;TEX.HEALTH AND SAFETY CODE
&&382.111-382.115. The PERFORMING PARTY certifies that it has authority to
perform the services contracted for by authority granted in the City of Fort Worth City
Code 16,Article IX, Fort Worth Air Pollution Ordinance. This Agreement is subject to:
the Uniform Grant and Contract Management Act(UGCMA),Texas Government Code,
Section 783.001 et seq., and the Uniform Grant Management Standards(UGMS) for
State Agencies, 1 Texas Administrative Code, Section 5.141 et seq.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 2 of 59 March 19,``2005 GrG �pp
6.3. PERFORMING PARTY agrees to place the above notices relating to availability of
funds, the source of funds and legal authority in all subgrants and subcontracts.
ARTICLE 7. PERFORMING PARTY'S REPRESENTATIONS
In order to induce TCEQ to enter into this Agreement, PERFORMING PARTY makes the following
representations:
7.1 PERFORMING PARTY is familiar with and understands all applicable federal, state and
local Laws and Regulations that may affect cost, progress,performance or furnishing of
the Work.
7.2 PERFORMING PARTY is aware of the general nature of work to be performed by
TCEQ and others that relate to the Work as indicated in the Agreement Documents.
7.3 PERFORMING PARTY has given TCEQ written notice of all conflicts, errors,
ambiguities or discrepancies that PERFORMING PARTY has discovered in the
Agreement Documents and the written resolution thereof by TCEQ is acceptable to
PERFORMING PARTY, and the Agreement Documents are generally sufficient to
indicate and convey understanding of all terms and conditions for performance and
furnishing of the Work.
7.4 PERFORMING PARTY hereby ratifies and attests to all certifications and deliverables it
has provided to TCEQ during the offer process and agrees to give prompt written notice
to TCEQ if there is any material change in these certifications or deliverables.
7.5 PERFORMING PARTY agrees that it is not a vendor and that this Agreement is not
subject to the prompt payment act.
ARTICLE 8. CONTRACT DOCUMENTS
The Contract Documents which comprise the entire Agreement between TCEQ and PERFORMING
PARTY concerning the Work consist of the following which are attached to and incorporated herein:
8.1 The TCEQ Form: TCEQ State Funded Grant Agreement
8.2 Scope of Work Section of the TCEQ State Funded Grant Agreement.
8.3 The General Conditions of the TCEQ State Funded Grant Agreement.
8.4 Other Documents
8.4.1 Exhibits
Exhibits A-1 through A-20: Reserved.
Exhibit A-21: Local Air Program Work Plan
Available electronically only as Quattro Pro spreadsheet filename:
htip://ntcfprd/fod/index.cfm?fuseaction=layouts.lp
TCEQ SFG Agreement. Contract No.582-6-74392 Page 3 of 59 March 19 2 05
Exhibit A-22: Work Plan Cost Matrix
Available electronically as the "Cost Matrix" tab of Exhibit A-21
Exhibit A-23: Investigation Typecode Definitions
8.4.2 FORMS
Form B-1: HUB/MWBE Progress Assessment Report
Form B-2: TCEQ STATE PURCHASE VOUCHER
Form B-3: TCEQ Invoice
Form B-4: Financial Status Report
Form B-5: Fiscal Analysis Package
8.5 The following which may be delivered or issued after the Effective Date of the
Agreement and are not attached hereto: Work Plan Amendments, all Written
Amendments, and other documents amending, modifying or supplementing the
Agreement Documents pursuant to the General Conditions.
8.6 There are no Contract Documents other than those listed above in this ARTICLE. The
Contract Documents may be amended, modified or supplemented only as provided in
this Agreement.
ARTICLE 9. MISCELLANEOUS
9.1 Terms used in this Agreement which are defined in ARTICLE 1 of the General
Conditions will have the meanings indicated in the General Conditions.
9.2 Notwithstanding any provisions relating to assignment in the Uniform Commercial Code,
no delegation by a party hereto of any duties or obligations nor assignment by a party
hereto of any rights under or interests in the Agreement Documents will be binding on
another party hereto without the written consent of the party sought to be bound; and,
specifically but without limitation, monies that may become due and monies that are due
may not be assigned without such consent (except to an extent that the effect of this
restriction may be limited by law), and unless specifically stated to the contrary in any
written consent to an assignment, no assignment will release or discharge the assignor
from any duty or responsibility under the Agreement Documents.
9.3 TCEQ and PERFORMING PARTY each binds itself, its partners, successors, assigns
and representatives to the other party hereto, its partners, successors, assigns and
representatives in respect to all covenants, Agreements and obligations contained in the
Agreement Documents. This Agreement is not transferable or otherwise assignable by
the PERFORMING PARTY without the written consent of the TCEQ and any attempted
transfer without such consent is void.
9.4 The parties hereby agree that this Agreement does not waive the State's sovereign
immunity relating to suit, liability, and the payment of damages.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 4 of 59 March 19,2005
9.5 Any provision of the Contract Documents held to be void or unenforceable under any
Laws or Regulations shall be deemed stricken, and all remaining provisions shall
continue to be valid and binding upon TCEQ and PERFORMING PARTY, who agree
that Agreement Documents shall be reformed to replace such stricken provision or part
thereof with a valid and enforceable provision that comes as close as possible to
expressing the intention of the stricken provision.
9.6 The PERFORMING PARTY acknowledges and agrees that because this Agreement has
been executed, and will be administered in Travis County, State of Texas, that in this
sense, the Agreement is considered performed in said County. The PERFORMING
PARTY acknowledges and agrees that any permissible cause of action involving this
Agreement will arise solely in Travis County. If a legal action related to this claim is
permissible and there are two (2)or more counties of proper venue under the rules of
mandatory, general,or permissive venue, and one such county is Travis County, the
PERFORMING PARTY hereby agrees to venue in Travis County. This provision does
not waive TCEQ's sovereign immunity.
9.7 Any notice issued pursuant to these Contract Documents shall be addressed to the
respective party at the addresses set out below, or at such other address as they have
theretofore specified by written notice. Such notices shall be sent by certified mail,
return receipt requested, or by nationally recognized courier, and evidenced by the
confirmation of delivery rendered by the courier service, or shall be delivered in hand
and a receipt provided therefor. Minor modifications to the Work Plan and notice of
updating or clarifying any of the Exhibits or Agreement referenced guidance documents
shall be communicated in writing sent by email,U.S. Postal Service via first class mail or
hand delivered. Any notice or other written communication shall be considered
delivered upon receipt, or in the case of communications sent by first class mail.
9.8 This Agreement is subject to cancellation,without penalty, in whole or in part, if funds
are not appropriated by the Texas Legislature,or otherwise made available to TCEQ.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 5 of 59 M rch 19.2005 _
9.9 ADDRESSES FOR NOTICE:
TCEQ Local Program Contract Manager: PERFORMING PARTY REPRESENTATIVE:
Printed name: Gloria Castillo, MC 174 Printed Name: Brian Boerner, CHMM
Field Operations Division Title: Director
Texas Commission on Environmental Quality Environmental Management Department
P. O. Box 13087, Capitol Station 1000 Throckmorton Street
Austin,Texas 78711-3087 Fort Worth,Texas 76102
TCEQ Local Program Project Manager: Email: Brian.Boerner@fortworthgov.org
Phone: (817) 392-6088
Printed name: Tracy Callen, MC 174 Fax: (817) 392-6359
Field Operations Division ALTERNATE CONTACT
Texas Commission on Environmental Quality
P. O. Box 13087, Capitol Station T.C. Michael,RS, QEP
Austin, Texas 78711-3087 Program Manager, Air Quality Division
5000 MLK Freeway
TCEQ Project Field Representative: Fort Worth, Texas 76119
Printed Name: Frank Espino Email: TC.Michael@fortworthgov.org
Phone: (817) 871-5450
Title: Regional Director Fax: (817) 871-5464
Texas Commission on Environmental Quality
Dallas -Fort Worth Regional Office
2309 Gravel Drive
Fort Worth,TX 76118-6951
Email: fespino@tceq.state.tx.us
Phone: (817) 588-5800
Fax (Administration): (817) 588-5700
CONTINUED ON NEXT PAGE
TCEQ SFG Agreement. Contract No.582-6-74392 Page 6 of 59 March 19,2005
IN WITNESS WHEREOF, TCEQ and PERFORMING PARTY have executed this Agreement in
multiple copies, each of which is an original.
This Agreement will be commence upon the Effective Date of the Agreement as defined by section 1.20
of the General Terms and Conditions.
Performing Party:
Texas Commission on Environmental Quality By
By
r Signature:
Signature: Printed Name: A 1^
Printed Name: Mark R: Vickery, P.G.
Title: Assistant City Manager
Date: , m
Title: Deputy Executive Director Approved As To Form:
Date: C2 By
Signature: 4,A&F
By _ Printed Name: Chri a R. Lopez
Title: Assistant i Attorne
Signature: ��-_. - �,�,/
Date:
Printed Name: Deirdre C. Moss, C.T.P.M.
Title: Agency Contract Coordinator
Date: 1 l
TCEQ SFG Agreement. Contract No.582-6-74392 Page 7 of 59 March 19,2005
APPROVED AS TO FORM & LEGALITY:
B, [�W4,q -
v
Title: Asst. City Attorney
ATTEST:
By
Printed Name: Marty Hendrix
Title: City Secretary
Date: (Ak cv 14 1 AU-16
M & C 0 -11ceiLl
GENERAL CONDITIONS OF THE TCEQ STATE FUNDED GRANT AGREEMENT
ARTICLE 1. DEFINITIONS
Wherever used in these General Conditions or in the other Agreement Documents the following terms
have the meanings indicated which are applicable to both the singular and plural thereof-
1.1.
hereof:1.1. Accrued Expenditures -means the charges incurred by the PERFORMING PARTY during a
given period requiring the provision of funds for: (1)goods and other tangible property received; (2)
services performed by employees, and (3) other amounts becoming owed under programs for which no
current services or performance is required, such as annuities, insurance claims, and other benefit
payments.
1.2. Accrued Income-means the sum of: (1)earnings during a given period from services performed
by the PERFORMING PARTY and goods and other tangible property deliverable to purchasers, and (2)
amounts becoming owed to the PERFORMING PARTY for which no current services or performance is
required by the PERFORMING PARTY.
1.3. Acquisition Cost-of an item of purchased equipment means the net invoice unit price of the
property including the cost of modifications, attachments, accessories, or auxiliary apparatus necessary to
make that property usable for the purpose for which it was acquired. Other charges such as the cost of
installation, transportation, taxes, duty or protective in-transit insurance, shall be included or excluded
from the unit acquisition cost in accordance with the PERFORMING PARTY's regular accounting
practices.
1.4. Addenda-written or graphic instruments issued prior to the execution of the Agreement which
clarify, correct or change the Proposal Requirements or the Agreement Documents.
1.5. Administrative Requirements -mean those matters common to grants in general, such as financial
management,kinds and frequency of reports, and retention of records. These are distinguished from
"programmatic"requirements, which concern matters that can be treated only on a program-by-program
or grant-by-grant basis, such as kinds of activities that can be supported by grants under a particular
program.
1.6. Agreement-refers to the form"TCEQ State Funded Grant Agreement"which contains the
salient terrns of the contract between TCEQ and the PERFORMING PARTY and covers the Work to be
performed; also includes any additional Contract Documents which may be attached to the Agreement
and made a part thereof as provided therein.
1.7. Assessment-The evaluation process used to measure the performance or effectiveness of a
system and its elements, including audit,performance evaluation, management systems review,peer
review, inspection, or surveillance.
1.8 Audit -A systematic and independent examination to determine whether activities and related
results comply with planned arrangements and whether these arrangements are implemented effectively
and are suitable to achieve objectives.
1.9 Awarding Agency-means the TCEQ.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 8 of 59 March 19,2005
1.10. Bonds- Bid, Performance and Payment bonds and other instruments of security.
1.11. Cash Contributions -means the PERFORMING PARTY's cash outlay, including the outlay of
money contributed to the PERFORMING PARTY or subgrantee by other public agencies and
institutions, and private legislation, federal funds received from other assistance Agreement may be
considered as PERFORMING PARTY or subgrantee cash contributions.
1.12. Common Rule-means the Uniform Grant Management Standards which were promulgated by
the Texas Governor's Office of Budget and Planning pursuant to the Uniform Grant Conditions and
Management Act,Tex. Government. Code Chapter 783.
1.13. Contract-means (except as used in the definitions for"grant" and "subgrant" in this section and
except where qualified by "federal") a procurement contract under a grant or subgrant, and means a
procurement subcontract under a contract.
1.14. Contract Documents - asset forth in the Agreement.
1.15. Contract Price-the moneys payable by TCEQ to PERFORMING PARTY for completion of the
Work in accordance with the Contract Documents as stated in the Agreement(subject to the provisions
of these General Conditions).
1.16. Contract Times- the number of days or dates stated in the Agreement to complete the Work so
that it is ready for final payment.
1.17. Cost Sharing or Matching- means the value of the third party in-kind contributions and the
portion of the costs of a State assisted project or program not borne by the State.
1.18. Cost-type Contract - means a contractor subcontract under a grant in which the PERFORMING
PARTY or subcontractor is paid on the basis of the costs it incurs, with or without a fee.
1.19. Defective-an adjective which when modifying the word Work refers to Work that is
unsatisfactory, faulty or deficient, in that it does not conform to the Contract Documents, or does not
meet the requirements of any inspection, reference standard, test on approval referred to in the Contract
Documents, or has been damaged prior to final payment.
1.20. Effective Date of the Agreement -the date indicated in the Agreement on which it becomes
effective,but if no such date is indicated it means the date on which the Agreement is signed and
delivered by the last of the two parties to sign and deliver.
1.21. Equipment- means tangible,nonexpendable,personal property having a useful life of more than
one year and an acquisition cost of$5,000 or more per unit. A PERFORMING PARTY may use its own
definition of equipment provided that such definition would at least include all equipment defined above.
"Equipment"definition pertaining to acquisition cost of$5,000 or more per unit as modified to subject
state funds to the state definition or minimum cost for capitalized equipment. A state awarding agency
will advise a PERFORMING PARTY of the rules for capitalizing equipment purchased from state funds
and ultimate disposition thereof.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 9 of 59 Mardi 19,i06!P.t
1.22. Expenditure Report - means (1) for nonconstruction grants the"Financial Status Report"(or
other equivalent report); and(2) for construction grants, the SF-271 "Outlay Report and Request for
Reimbursement"(or other equivalent report).
1.23. Final Completion -the Work is completed in the judgment of TCEQ.
1.24. General Conditions-refers to the "General Conditions of the TCEQ Federally Funded Grant
Agreement."
1.25. Government -means a State agency or local government.
1.26. Grant - means an award of financial assistance, including cooperative Agreement, in the form of
money, or property in lieu of money,by the State to an eligible PERFORMING PARTY. The term does
not include technical assistance which provides services instead of money, or other assistance in the form
of revenue sharing, loans, loan guarantees, interest subsidies, insurance, or direct appropriations. Also,
the term does not include assistance, such as a fellowship or other lump sum award, which the
PERFORMING PARTY is not required to account for.
1.27. Grantee - means the government to which a grant is awarded and which is accountable for the
use of the funds provided. The grantee is the entire legal entity even if only a particular component of
the entity is designated in the grant award document. Also means the PERFORMING PARTY.
1.28. HUB- Historically Underutilized Business as defined by Texas law. The State Purchasing and
General Services Act defines a historically underutilized business as an entity with its principal place of
business in Texas in which fifty-one percent(51%)or more of the corporation's stock(or other equitable
securities) or partnership's assets and interest are owned by one or more economically disadvantaged
persons, who have a proportionate interest and actively participate in the corporation or partnership
control,operation, and management. If the business is a sole proprietorship,the socially disadvantaged
person must completely own, operate and control the business. Economically disadvantaged persons
include members of certain groups including Black Americans,Hispanic Americans, American Women,
Asian Pacific Americans and Native Americans.
1.29. Inspection - An activity such as measuring, examining, testing, or gauging one or more
characteristics of an entity and comparing the results with specified requirements in order to establish
whether conformance is achieved for each characteristic.
1.30 Intellectual Property- 1) any and all inventions, discoveries, improvements, or creations for
which copyright, trade secret, patent or other proprietary rights may be acquired, 2) any photographs,
graphic designs,plans, drawings, specifications, computer programs, computer files, documentation,
technical reports, operating manuals, or other copyrightable materials, and 3) any other work fixed in any
tangible medium of expression which can be perceived,reproduced, or otherwise communicated for
which copyright, trade secret, patent or other proprietary rights may be acquired.
1.31. Intellectual Property Rights -patent, trademarks, trade secret rights, confidential information
TCEQ SFG Agreement. Contract No.582-6-74392 Page 10 of 59 March 19,2005
rights or any other proprietary rights to which a person may be entitled or may actually possess.
Intellectual Property Rights include all rights of ownership and original authorship throughout the world.
1.32. ISO/IEC-The International Organization for Standardization and the International
Electrotechnical Commission.
1.33. Laws and Regulations; Laws or Regulations- any and all applicable laws,rules, regulations,
ordinances, codes and orders of any and all governmental bodies, agencies, authorities and courts having
jurisdiction.
1.34. Liens- liens, charges, security interests or encumbrances upon real property or personal property.
1.35. Local Government- means a county, municipality, city,town, township, local public authority
(including public and Indian housing agencies under the United States Housing Act of 1937,42 U.S.C.
§1437 et seq.) school district, special district, intrastate district, council of governments (whether or not
incorporated as a nonprofit corporation under state law), any other regional or interstate government
entity, or any agency of instrumentality of a local government.
1.36. Major Change-any change in the work that meets the requirements of ARTICLE 6, Section 6.2
of the General Conditions of this Agreement
1.37. Management Systems Review(MSR) - The qualitative assessment of a data collection operation
and/or organization(s) to establish whether the prevailing quality management structure, policies,
practices, and procedures are adequate for ensuring that the type and quality of data needed are obtained.
1.38. Minor Change- a written document which provides for minor changes in the work in accordance
with these General Conditions,but which does not involve a change in the Contract Price or the Contract
Times.
1.39. Nonconformance - A deficiency in characteristic, documentation, or procedure that renders the
quality or an item or activity unacceptable or indeterminate; non-fulfillment of a specified requirement.
1.40. Notice of Award- the written notice by TCEQ to an apparent successful Applicant stating that
upon compliance by the apparent successful Applicant with the conditions precedent enumerated therein,
within the time specified, TCEQ will sign and deliver the Agreement.
1.41. Obligations - means the amount of Work performed by the PERFORMING PARTY during a
given period that may result in reimbursement by the TCEQ during the same or a future period.
1.42. Outlay- (expenditures)mean charges made to the project or program. They may be reported
TCEQ SFG Agreement. Contract No.582-6-74392 Page l l of 59 March 19,2005
on a cash or accrual basis. For reports prepared on a cash basis, outlays are the sum of actual cash
disbursement for direct charges for goods and services, the amount of indirect expense incurred, the
value of in-kind contributions applied, and the amount of cash advances and payments made to
PERFORMING PARTY and subgrantees. For reports prepared on an accrued expenditure basis, outlays
are the sums of actual cash disbursements, the amount of indirect expense incurred, the value of in-kind
contributions applied, and the new increase (or decrease) in the amounts owed by the PERFORMING
PARTY for goods and other property received, for services performed by employees, contractors,
subgrantees, subcontractors, and other payees , and other amounts becoming owed under programs for
which no current services or performance are required, such as annuities, insurance claims, and other
benefit payments.
1.43. Peer Review- A documented, critical review of work generally beyond the state of the art or
characterized by the existence of potential uncertainty.The peer review is conducted by qualified
individuals(or organizations)who are independent of those who performed the work but are equivalent
in technical expertise (i.e.,peers) to those who performed the original work. The peer review is
conducted to ensure that activities are technically adequate, competently performed,properly
documented, and satisfy established technical and quality requirements, The peer review is an in-depth
assessment of the assumptions, methodology, acceptance criteria, and conclusions pertaining to specific
work and of the documentation that supports them. Peer reviews provide an evaluation of a subject where
quantitative methods of analysis or measures of success are unavailable or undefined, such as in research
and development.
1.44. Percentage of Completion Method-refers to a system under which payments are made for Work
according to the percentage of the completed Work, rather than to the PERFORMING PARTY's cost
incurred.
1.45. Performance Evaluation -A type of audit in which quantitative data generated in a measurement
system are obtained independently and compared with routinely obtained data to evaluate the proficiency
of an analyst or laboratory.
1.46. Prior Approval- means documentation evidencing consent prior to incurring specific cost.
1.47. Produced-participle or passive verb which when used in connection with the term Intellectual
Property means conceived, developed, implemented, discovered, invented, first actually reduced to
practice or otherwise produced.
1.48. Project - the total body of services rendered of which the Work to be provided under the
Contract Documents may be the whole, or a part as indicated elsewhere in the Contract Documents.
1.49. Project Representative- the Project Representative of the TCEQ and the PERFORMING
PARTY are designated in the Supplementary Conditions.
1.50. Real Property- means land, including land improvements, structures and appurtenances thereto,
excluding movable machinery and equipment.
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1.5 1. Share- when referring to the TCEQ's portion of real property, equipment or supplies, means the
same percentage as the TCEQ's portion of the acquiring party's total costs under the grant to which the
acquisition cost of the property was charged. Only costs are to be counted, not the value of third-party
in-kind contributions.
1.52 Source oflnterest to the EPA -For the purposes of this Agreement, any air pollution site that
meets the definition of Major Source as listed in this Agreement or any TCEQ Air Program account
whose actual emissions equal or exceed 80% of the major source emissions threshold.
1.53. Standards - refers to the Uniform Grant Management Standards,
1.54. State-means the State of Texas.
1.55. Subcontractor-an individual, firm, or corporation having a direct contract with PERFORMING
PARTY or with any other Subcontractor for the performance of a part of the Work.
1.56. Subgrant - means an award of financial assistance in the form of money ,or property in lieu of
money,made under a grant by the PERFORMING PARTY to an eligible subgrantee. The term includes
financial assistance when provided by contractual legal Agreement, but does not include procurement
purchases, nor does it include any form of assistance which is excluded from the definition of"grant."
1.57. Subgrantee- means the government or other legal entity to which a subgrant is awarded and
which is accountable to the PERFORMING PARTY for the use of the funds provided. "Subgrantee" is
synonymous with"subrecipient"and refers to any entity receiving grant or contract funds from or
through a state agency.
1.58. Supplementary Conditions - synonymous with"Program Conditions,"the part of the Contract
Documents which amends or supplements these General Conditions.
1.59. Supplies - means all tangible personal property other than"equipment" as defined in these
General Conditions.
1.60. Surveillance-Continual or frequent monitoring and verification of the status of an entity and the
analysis of records to ensure that specific requirements are being fulfilled.
1.61. Suspension - means, depending on the context, either(1)temporary withdrawal of the authority
to obligate grant funds pending corrective action by the PERFORMING PARTY, or subgrantee or a
decision to terminate the grant, or(2)an action taken by a TCEQ official in accordance with the Contract
Documents, State or Federal law, or Regulations to immediately exclude a person from participating in
grant transactions for a period, pending completion of an investigation and such legal or debarment
proceedings as may ensue.
1.62. Technical Systems Audit (TSA) -A thorough, systematic, on-site qualitative audit of facilities,
equipment, personnel, training procedures, record keeping, data validation, data management, and
reporting aspects of a system.
1.63. Termination -means permanent withdrawal of the authority to obligate previously-awarded grant
funds before that authority would otherwise expire. It also means the voluntary relinquishment of that
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authority by the PERFORMING PARTY or subgrantee. "Termination"does not include: (1) withdrawal
of funds awarded on the basis of the PERFORMING PARTY's underestimate of the unobligated balance
in a prior period; (2) withdrawal of the unobligated balance as of the expiration of a grant; (3) refusal to
extend a grant or award additional funds to make a competing or noncompeting continuation, renewal,
extension or supplemental award; or (4)voiding of a grant upon determination that the award was
obtained fraudulently or was otherwise illegal or invalid from inception.
1.64. Terms of a Grant or Subgrant - mean all requirements of the grant or subgrant, whether
contained in statutes, regulations, or the Contract Documents.
1.65. Third Party In-kind Contributions - mean property or services which benefit a state assisted
project or program and which are contributed by third parties without charge to the PERFORMING
PARTY, or a cost-type PERFORMING PARTY under the grant Agreement.
1.66. TCEQ-the Texas Commission on Environmental Quality.
1.67. Uniform Grant Management Standards (UGMS) -means the Uniform Grant Management
Standards which were promulgated by the Texas Governor's Office of Budget and Planning
pursuant to the Uniform Grant Conditions and Management Act, Tex. Govt. Code Chapter 783.
1.68. Unliquidated Obligations - for reports prepared on a cash basis mean the amount of obligations
incurred by the PERFORMING PARTY that has not been paid. Reports prepared on an accrued
expenditure basis represent the amount of obligations incurred by the PERFORMING PARTY for which
an outlay has not been recorded.
1.69. Unobligated Balance-means the portion of the funds authorized by the TCEQ that has not been
obligated by the PERFORMING PARTY, and is determined by deducting the cumulative obligations
from the cumulative funds authorized.
1.70. Work -the entire completed services or the various separately identifiable parts thereof required
to be furnished under the Contract Documents. Work includes and is the result of performing or
furnishing labor, services, materials or equipment as required by the Contract Documents.
1.71. Work Plan- the Work Plan submitted by the Applicant as amended at the time of award and
subsequently according to procedures set forth in these General Conditions. The Work Plan consists of
written technical descriptions of, equipment, schedules, standards &workmanship as applied to the Work
and certain administrative details applicable thereto.
1.72. Written Amendment -a document signed by PERFORMING PARTY and TCEQ which
authorizes an addition, deletion or revision in the Work, or an adjustment in the Contract Price or the
Contract Times, issued on or after the Effective Date of the Agreement.
ARTICLE 2.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 14 of 59 March 19,2005
(Reserved)
ARTICLE 3. CONTRACT DOCUMENTS: INTENT
3.1. The Contract Documents comprise the entire Agreement between TCEQ and PERFORMING
PARTY concerning the Work. The Contract Documents are complementary; what is called for by one is
as binding as if called for by all. The Contract Documents will be construed in accordance with the laws
of the State of Texas.
3.2. It is the intent of the Contract Documents to describe a functionally complete project(or part
thereof) to be constructed in accordance with the total Agreement. Any Work, materials or equipment
that may reasonably be inferred from the Contract Documents or from prevailing custom or trade usage
as being required to produce the intended result will be furnished and performed whether or not
specifically called for. When words or phrases which have a well-known technical or pollution cleanup
industry or trade meaning are used to describe Work,materials or equipment, such words or phrases shall
be interpreted in accordance with that meaning.
3.3. Whenever in the Contract Documents the terms "as ordered," "as directed,""as required,""as
allowed,""as approved" or terms of like effect or import are used, or the adjectives"reasonable",
"suitable," "acceptable," "proper" or"satisfactory"or adjectives of like effect or import are used to
describe a requirement, direction,review or judgment of TCEQ as to the Work, it is intended that such
requirement, direction, review or judgment will be solely to evaluate, in general, the completed Work for
compliance with the requirements of and information in the Contract Documents and conformance with
the design concept of the completed Project as a functioning whole as shown or indicated in the Contract
Documents (unless there is a specific statement indicating otherwise). The use of any such term or
adjective shall not be effective to assign to TCEQ any duty or authority to supervise or direct the
furnishing or performance of the Work or any other provision of the Contract Documents.
ARTICLE 4. PERFORMING PARTY'S RESPONSIBILITIES
4.1. 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 Agreement.
Supervision and Superintendence:
4.2. PERFORMING PARTY shall supervise, inspect and direct the Work competently and
efficiently, devoting such attention thereto and applying such skills and expertise as may be reasonably to
perform the Work in accordance with the Contract Documents. PERFORMING PARTY shall be solely
responsible for the means, methods, techniques, sequences and procedures of the Work. PERFORMING
PARTY shall be responsible to see that the completed Work complies accurately with the Contract
Documents.
PERFORMING PARTY's Representative
4.3. The PERFORMING PARTY will identify in writing the person authorized to receive direction
from the TCEQ, to manage the work being performed, and to act on behalf of the PERFORMING
PARTY.
4.4. The PERFORMING PARTY agrees to make reasonable arrangements necessary to ensure that
its authorized Representative, or someone to whom that person has delegated his or her authority, is
TCEQ SFG Agreement. Contract No.582-6-74392 Page 15 of 59 "n`
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CITY tKIREI Y
available at all reasonable times for consultation with the TCEQ. Written notice of any such delegation
shall be provided to the TCEQ.
Personnel
4.5. PERFORMING PARTY shall provide competent, suitably qualified personnel to perform the
Work as required by the Agreement Documents. PERFORMING PARTY shall at all times maintain
good discipline and order on the project.
Employment Practices
4.6. The PERFORMING PARTY agrees that in the performance of this Agreement, it will not
discriminate against any employee or applicant 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 (41 CFR
Part 60). The PERFORMING PARTY assures that no person will, on the grounds of race, creed, color,
disability,national origin, sex, political affiliation or beliefs, be excluded from, be denied the benefit of,
or be subject to discrimination under any program or activity funded in whole or part under this
Agreement.
Americans with Disabilities Act
4.7. The PERFORMING PARTY shall comply with all applicable requirements of the Americans
with Disabilities Act of 1990,42 U.S.C. §12131 et seq., as well as state and federal statutes relating to
nondiscrimination which include, but are not limited to, those listed in the Uniform Grant Management
Standards.
Materials &Equipment
4.8. Unless otherwise specified in the Contract Documents, PERFORMING PARTY shall furnish
and assume full responsibility for all materials, equipment, labor, transportation, tools, appliances, fuel,
power, light, heat, telephone, water, sanitary facilities, temporary facilities and all other facilities and
incidentals necessary for the furnishing,performance, testing, start-up and completion of the Work.
4.9. All materials and equipment shall be of good quality and to the extent practicable, except as
otherwise provided in the Contract Documents. All materials and equipment shall be applied, installed,
connected, erected, used, cleaned and conditioned in accordance with instructions of the applicable
Supplier, except as otherwise provided in the Contract Documents.
Title to and Management of Equipment
4.10. Subject to the obligations and conditions set forth in this Agreement, title to all equipment
acquired under this Agreement shall vest, upon acquisition or construction, in the PERFORMING
PARTY.
4.11. The PERFORMING PARTY agrees to conduct physical property inventories, to maintain
property records and necessary control procedures, and to provide adequate maintenance with respect to
all equipment acquired under this Agreement.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 16 of 59 March.19,2005
4.12. The PERFORMING PARTY may develop and use its own property management system which
must conform with all applicable State and local laws, rules and regulations. If an adequate system for
accounting for personal property owned by the PERFORMING PARTY or its subcontractor is not in
place or currently in use, the Property Accounting System Manual issued by the State of Texas General
Services Commission shall be used as a guide for establishing such a system.
4.13. Property records must be maintained that include a description of the property, a serial number or
other identification number, the source of property, who holds title, the acquisition date, and the cost of
the property, percentage of federal participation in the cost of the property, the location, use and
condition of the property, and any ultimate disposition data including the date of disposal and sale price
of the property.
4.14. A physical inventory of all equipment acquired or replaced under this Agreement having an
initial purchase price of Five Thousand Dollars ($5,000)or more, shall be conducted no less frequently
than once every two years and the results of such inventories reconciled with the appropriate property
records. Property control procedures utilized by the PERFORMING PARTY shall include adequate
safeguards to prevent loss, damage, or theft of the acquired property. Any loss, damage or theft shall be
investigated. The PERFORMING PARTY agrees to develop and carry out a program of property
maintenance as necessary to keep both originally acquired and any replaced property in good condition,
and to utilize proper sales procedures to ensure the highest possible return, in the event such equipment is
sold.
4.15. All equipment acquired or replaced under this Agreement shall be used for the duration of its
normally expected useful life to support the purposes of this Agreement whether or not the original
projects or programs continue to be supported by federal or state funds.
4.16. Subject to the provisions of this Article, if no longer needed for the support of the authorized
projects or programs referred to in paragraph 4.15 of this Article, equipment acquired under this
Agreement, whether original or replacement, may be used in support of other activities currently or
previously supported by the TCEQ or the Federal Government, or alternatively, may be made available
for use on other projects or programs, providing such other use will not interfere with the work on those
projects or programs for which such equipment was originally acquired.
4.17. The PERFORMING PARTY may for the purpose of replacing various equipment utilized under
this Agreement, either trade in or sell the equipment or property referred to in paragraph 4.10 and use the
proceeds of such trade-in or sale to offset the cost of acquiring needed replacement property.
4.18. Items of equipment with a current per-unit fair market value of less than $5,000 may be retained,
sold or otherwise disposed of with no further obligation to the awarding agency. Methods used to
determine per-unit fair market value must be documented, kept on file and made available to the
awarding agency upon request.
Items of equipment with a current per-unit market value of$5,000 or more may be retained or sold and
the awarding agency shall have a right to an amount calculated by multiplying the current market value
or proceeds from sale by the awarding agency's share of the equipment. Methods used to determine per-
unit fair market value must be documented,kept on file and made available to the awarding agency upon
request.
4.19. If prior to the termination date of this Agreement,the PERFORMING PARTY or its
subcontractors or subgrantees determine that any equipment acquired with funds provided as a result of
this Agreement is no longer needed for support of the programs or projects referred to in paragraph 4.15,
the TCEQ may require the PERFORMING PARTY to transfer title and possession to such equipment to
the TCEQ or a third party named by the TCEQ.
TCEQ SFG Agreement. Contract No.582-6-74392 Page 17 of 59 March 19,2005
4.20. The PERFORMING PARTY agrees that if a determination is made within six years of the
initiation date of this Agreement that any equipment acquired with funds provided as a result of this
Agreement is no longer needed for support of the programs or projects referred to in paragraph 4.15, the
TCEQ has a right to require the transfer of any equipment having a fair market, per unit value of more
than five thousand dollars($5,000)to the TCEQ or a third party named by the TCEQ.
4.21. The PERFORMING PARTY shall not grantor allow to a third party a security interest in any
original or replacement equipment purchased or constructed with funds made available to
PERFORMING PARTY under this Agreement.
4.22. The PERFORMING PARTY agrees that, in the event any funds provided under this Agreement
are in turn awarded to any subcontractor for the purchase or acquisition of any equipment by such other
party, the PERFORMING PARTY's contract with that subcontractor shall include the requirements set
forth in these General Conditions.
Substitutes and"or-Equal"Items:
4.23. Whenever an item of material or equipment is specified or described in the Contract Documents
by using the name of a proprietary item or the name of a particular Supplier, the specification or
description is intended to establish the type, function and quality required. Unless the specification or
description contains or is followed by words reading that no like,equivalent or"or-equal"item or no
substitution is permitted,other items of material or equipment of other Suppliers may be accepted by
TCEQ.
4.24. Substitute Methods or Procedures: If a specific means, method, technique, sequence or
procedure is shown or indicated in and expressly required by the Contract Documents, PERFORMING
PARTY may furnish or utilize a substitute means, method, technique, sequence or procedure acceptable
to TCEQ. PERFORMING PARTY shall submit sufficient information to allow TCEQ, in TCEQ's sole
discretion, to determine that the substitute proposed is equivalent to that expressly called for by the
Contract Documents.
Concerning Subcontractors,Suppliers and Others
4.25. All contractual expenditures using funds provided under this Agreement shall meet all
procurement laws and regulations applicable to the PERFORMING PARTY and subcontractor and the
Uniform Grant and Contract Management Act and the Uniform Grant Management Standards. Note that
competitive bidding will generally be required for contracts other than interlocal and interagency
contracts,which are under TEx.Gov.CODE,Chapter 791 et seq. Note also that the Common Rule of
OMB Circular A-102, as adopted in the Uniform Grant Management Standards, precludes the use of the
cost plus a percentage of cost method of contracting.
4.26. The PERFORMING PARTY shall forward any proposed subagreement for the performance of
work required under this Agreement's Scope of Work to TCEQ's Project Representative prior to
execution of the subagreement. The TCEQ may,within twenty-one(2 1)days of receipt of the proposed
subagreement,provide written notice(fax acceptable)to the PERFORMING PARTY questioning
whether the subagreement is for a legitimate purpose relating to the satisfaction of this Agreement or has
been procured in accordance with the minimum standards of the UGCMA. The PERFORMING PARTY
shall not enter into a questioned subagreement until the TCEQ has withdrawn all questions raised in the
notice. Neither the TCEQ's failure to question a subagreement nor its subsequent withdrawal of any
questions raised regarding a subagreement shall in any way imply the TCEQ's approval of the
subagreement's purpose or method of procurement of the subagreement. Further, the terms of this
provision do not in any way restrict the TCEQ's rights under this Agreement to subsequently refuse
reimbursement for expenses incurred pursuant to the subagreement. The PERFORMING PARTY may
TCEQ SFG Agreement. Contract No.582-6-74392 Page I8 of 59 March f9,2005
U.
require a bid bond to protect the local and state interests by assuring that a bidder will, upon acceptance,
execute all required contractual documents within the time period specified.
4.27. No employee,officer or agent of the PERFORMING PARTY shall participate in selection,or in
the award or administration of a subagreement supported by this Agreement if a conflict of interest,real
or apparent, would be involved. Such a conflict arises when:
4.27.1. The employee,officer or agent,
4.27.2. Any member of his immediate family,
4.27.3. His or her partner, or
4.27.4. An organization which employs, or is about to employ any of the above,
has financial or other interest in the subcontractor selected. The officers, employees or agents will
neither solicit nor accept gratuities, favors or anything of monetary value from contractors, potential
contractors, or parties to Subcontracts. To the extent permitted by State or local law or regulations, such
standards of conduct will provide for penalties,sanctions,or other disciplinary actions for violations of
such standards by the PERFORMING PARTY officers,employees, or agents, or by contractors or their
agents. See Uniform Grant Management Standards,Part III, Subpart C, Sec. .36(3).
4.28. The PERFORMING PARTY shall be responsible for the management and fiscal monitoring of
all subcontractors and subgrantees. The PERFORMING PARTY shall monitor its subcontractors and
subgrantees to ensure that the subcontractors and subgrantees are operating consistently with applicable
laws and regulations,applicable contracting policies,and these Contract Documents. The
PERFORMING PARTY shall ensure that all subcontractors and subgrantees comply with all recording
keeping and access requirements set forth in these Contract Documents. The TCEQ reserves the right to
perform an independent audit of all subcontractors and subgrantees. PERFORMING PARTY,
subcontractors and subgrantees shall maintain detailed records
4.29. Funds provided by the TCEQ pursuant to this Agreement that are paid to the subcontractor shall
be used by the subcontractor solely to satisfy the purposes of the Agreement.
Procurements
4.30. All procurements by the PERFORMING PARTY of goods and/or services under this Agreement
shall be conducted in a manner providing full and open competition in accordance with Subpart C,
Sec._.36, Subsections(b)through(1) of Part III of UGMS.
4.31. PERFORMING PARTY shall perform a cost or price analysis in connection with all
procurements in excess of$2,000 which are not competitively procured. A cost analysis will also be
required when adequate price competition is lacking and for sole source procurements,unless the
reasonableness of the price can be established on the basis of a catalog or market price. Failure to follow
these requirements for providing the greatest possible competition in a procurement are grounds for
disallowance of costs for reimbursement.
4.32. All subgrants awarded by the PERFORMING PARTY under this Agreement shall be in
accordance with Chapter 2261 Texas Government Code and Part III Subpart C, Sec._.37, Subsection(b)
of UGMS.
Historically Underutilized Businesses
4.33. PERFORMING PARTY agrees that qualified HUBs shall have the maximum practicable
opportunity to participate in the performance of the Work.
TCEQ SFG Agreement. Contract No. 582-6-74392 Page 19 of 59 March 19,2005
4.34. PERFORMING PARTY will submit a completed HUB/MWBE PROGRESS ASSESSMENT
REPORT, contained in Form B-1,with each quarterly invoice and voucher submitted under the provisions
of ARTICLE 7 of these General Conditions of this Agreement, Payments to PERFORMING PARTY and
Completion of the TCEQ State Funded Grant Agreement.
4.35. PERFORMING PARTY's failure to comply with this ARTICLE shall be grounds for termination
for cause in accordance with ARTICLE 8 of these General Conditions of this Agreement.
4.36. (Reserved)
Intellectual Property Requirements
4.37. Intellectual Property
4.37.1. Royalties and Patent Fees. PERFORMING PARTY shall pay all license fees and
royalties and assume all costs incident to the use or possession in the performance of the Work or
the incorporation in the Work of any Intellectual Property.
4.37.2. Disclosure of Intellectual Property Produced during the Work. PERFORMING PARTY
shall promptly notify TCEQ and EPA of all Intellectual Property which PERFORMING PARTY
or PERFORMING PARTY's employees, subcontractors, or subcontractor's employees may
produce, either solely or jointly with others, during the course of the Work. In addition,
PERFORMING PARTY shall promptly notify TCEQ of all Intellectual Property to which
PERFORMING PARTY may acquire rights in connection with the performance of the Work.
Any notification under this paragraph shall contain sufficient technical detail to convey a clear
understanding of the Intellectual Property, and shall identify any publication, sale,public use, or
impending publication. Promptly upon request,PERFORMING PARTY shall supply such
additional information as TCEQ may request.
4.37.3. If PERFORMING PARTY fails to protect any Intellectual Property Rights in the
Intellectual Property Rights in the Intellectual Property produced in the course of performing the
Work,TCEQ shall have full authority to protect, assume and retain all Intellectual Property Rights
in any and all such Intellectual Property.
4.37.4. PERFORMING PARTY agrees that PERFORMING PARTY, its agents, and its
employees shall not in any manner use, sell,distribute, disclose or otherwise communicate any
portion of Intellectual property owned by or licensed to TCEQ, except in the course of performing
the Work, unless PERFORMING PARTY has independent Intellectual Property Rights to such
Intellectual Property.
4.37.5. Grant of License. With respect to such Intellectual Property as is (1) incorporated in the
Work(other than Intellectual Property for which TCEQ already possesses equal or greater
Intellectual Property Rights by virtue of this Agreement or otherwise), (ii)produced by
PERFORMING PARTY or PERFORMING PARTY's employees, subcontractors,or
subcontractor's employees during the course of performing the Work, or(iii) specifically
identified in the Supplemental Conditions as Intellectual Property to which Intellectual Property
Rights are granted pursuant to this paragraph,PERFORMING PARTY hereby grants to TCEQ (I)
a nonexclusive,perpetual, irrevocable, enterprise-wide license to reproduce,publish, or otherwise
use such Intellectual Property and associated use documentation, and (ii) a nonexclusive,
perpetual, irrevocable,enterprise-wide license to authorize others to reproduce,publish, or
otherwise use such Intellectual Property for TCEQ's purposes.
TCEQ SFG Agreement. Contract No. 582-6-74392 Page 20 of 59 March 19,2005
4.37.6. Modification;Derivative Works. TCEQ shall have the right, in its own discretion, to
independently modify any Intellectual Property to which license is granted herein for TCEQ's
own purposes and use,through the services of its own employees or independent contractors.
TCEQ shall own all Intellectual Property Rights to such modifications. PERFORMING PARTY
shall not incorporate any such modifications into its Intellectual Property for distribution to third
parties unless it first obtains a license from TCEQ.
4.37.7 PERFORMING PARTY shall comply with all Laws and Regulations relating to
Intellectual Property. PERFORMING PARTY represents and warrants to TCEQ that
PERFORMING PARTY will not infringe any Intellectual Property Right of any third party.
PERFORMING PARTY further represents and warrants to TCEQ that in the course of performing
the Work it will not use or possess any Intellectual Property owned by a third party without
paying any required royalty or patent fees. PERFORMING PARTY warrants that it has full title
in and ownership of the Intellectual Property and any enhancements, updates or other
modifications, or that it has full power and authority to grant all licenses granted herein, and that
such license use by the TCEQ will in no way constitute an infringement or other violation of any
Intellectual Property right of any third party. The PERFORMING PARTY warrants that it shall
have,throughout any applicable license term hereunder, free and clear title to,or the right to
possess,use sell,transfer, assign, license,or sublicense,products that are licensed or provided
hereunder to the TCEQ by PERFORMING PARTY. Except as permitted in the Contract
Documents,PERFORMING PARTY shall not create or permit the creation of any lien,
encumbrance,or security interest in the Work or any part thereof,or any product licensed or
provided hereunder to TCEQ for which title has not yet passed to TCEQ, without the prior written
consent of TCEQ. PERFORMING PARTY represents and warrants to TCEQ that neither it nor
any other company or individual performing the Work is under any obligation to assign or give to
any third party any Intellectual Property rights granted or assigned to TCEQ,or reserved by
TCEQ,pursuant to the Contract Documents.
4.37.8. To the fullest extent permitted by Laws and Regulations, PERFORMING PARTY shall
indemnify and hold harmless TCEQ, and its officers, directors, employees and agents, as more
fully specified in these General Conditions, from and against all fines,penalties, claims,
damages, losses, demands,judgments, settlements,punitive damages,costs of suit, attorneys'
fees and delays to the contractors,whether arising in tort or otherwise, and whether the parties
are individually or jointly responsible from any damages, that arise out of, result from or relate to
any infringement of property, contractual,or employment rights or Intellectual Property Rights
incident to the use in the performance of the Work or resulting from the incorporation in the
Work of any Intellectual Property. PERFORMING PARTY agrees that it will make no
settlement which prevents TCEQ from continuing use of the Intellectual Property without
TCEQ's prior written approval. In all events,TCEQ shall have the right to participate in the
defense of any such suit or proceeding through counsel of its own choosing.
Technology Access Clause
4.38. PERFORMING PARTY expressly acknowledges that state funds may not be expended in connection
with the purchase of an automated information system unless the system meets certain statutory requirements
under section 2157.005 of the Government Code, relating to accessibility by persons with visual impairments.
Accordingly, the PERFORMING PARTY represents and warrants to TCEQ that the technology provided to
TCEQ for purchase is capable, either by virtue of features included within the technology or because it is
readily adaptable by use with other technology, of(1)providing equivalent access for effective use by both
visual and nonvisual means; (2) presenting information, including prompts used for interactive
communications, in formats intended for nonvisual use; and(3)being integrated into networks for obtaining,
retrieving, and disseminating information used by individuals who are not blind or visually impaired. For
purposes of this paragraph,the phrase"equivalent access"means a substantially similar ability to
TCEQ SFG Agreement. Contract No.582-6-74392Page 21 of 59 March 19,2005
communicate with or make use of the technology, either directly by features incorporated within the
technology or by other reasonable means such as assistive devices or services which would constitute
reasonable accommodations under the Americans with Disabilities Act or similar state or federal laws.
Examples of methods by which equivalent access may be provided include,but are not limited to, keyboard
alternatives to mouse commands and other means of navigating graphical displays, and customizable display
appearance.
Subgrant Activities
4.39. All subgrants awarded by the PERFORMING PARTY under this Agreement will be awarded on the
basis of competitive applications and proposals when feasible. The applications and proposals will be
evaluated utilizing criteria including cost comparison,probable quality of goods or services and past
performance. Upon request,PERFORMING PARTY must provide evidence to support the selection and
award.
4.40. Payments by PERFORMING PARTY to subgrantees will be solely for reimbursement of actual
allowable costs utilizing the same standards and requirements as the reimbursement payments from TCEQ to
PERFORMING PARTY set out in this Agreement. No subgrant will be made on a fixed-amount of cost
reimbursement unless this method is specifically approved by the TCEQ based on supporting evidence of
proposed subgrantee's actual costs.
4.41. All subgrant agreements must be in writing and must be approved by the TCEQ. The standards and
requirements for reimbursements and standards for performance will be incorporated into the subgrant
agreements as well as other provisions required by this Agreement.
Permits
4.42. Unless otherwise provided in the Contract Documents, PERFORMING PARTY shall obtain and pay
for all construction permits and licenses. PERFORMING PARTY shall pay all charges of utility owners for
connections to the Work, and PERFORMING PARTY shall pay all charges of such utility owners for capital
costs related thereto such as plant investment fees.
Laws and Regulations
4.43. PERFORMING PARTY shall give all notices and comply with all Laws and Regulations applicable to
furnishing and performance of the Work. Except where otherwise expressly required by applicable Laws and
Regulations,TCEQ shall not be responsible for monitoring PERFORMING PARTY's compliance with any
Laws or Regulations.
4.44. If PERFORMING PARTY performs any Work knowing or having reason to know that it is contrary to
Laws or Regulations,PERFORMING PARTY shall bear all claims,costs, losses and damages caused by,
arising out of or resulting therefrom.
Uniform Grant and Contract Management Act
4.45. The provisions of Uniform Grant and Contract Management Act,TEx.Gov.CODE,Chapter 783
applies to this Agreement, all amendments thereto, and all subcontracts and subagreements. Compliance with
the conditions and requirements contained therein is necessary for the satisfactory performance of the services
TCEQ SF'G Agreement. Contract No.582-6-74392Page 22 of 59 March 19,2005
and work required under this Agreement.
Energy Efficiency Standards
4.46. 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 federal requirements.
Taxes
4.47. Where applicable PERFORMING PARTY shall pay all sales, consumer,use and other similar taxes
required to be paid by PERFORMING PARTY in accordance with the Laws and Regulations in connection
with the work required by this Agreement.
Records,Documents,Data,Access, and Audit
4.48. The PERFORMING PARTY shall maintain books,records, documents, and other evidence
reasonably pertinent to performance of the Work and requirements of the Contract Documents, including the
Agreement or amendments thereto. All financial records shall be maintained in accordance with generally
accepted accounting principles, the Uniform Grant Management Standards and these Contract Documents.
The PERFORMING PARTY shall also maintain the financial information and data used in the preparation or
support of any request for reimbursement (direct and indirect), price or profit analysis for this Agreement or
any subagreement or subcontract and a copy of any cost information or analysis submitted to the TCEQ. The
TCEQ,Texas State Auditor's Office,or any of their authorized representatives shall have access to all such
books,records,documents and other evidence for the purpose of review, inspection, audit, excerpts,
transcriptions and/or copying during normal business hours. The PERFORMING PARTY shall provide
proper facilities for such access and inspection.
4.49. The PERFORMING PARTY agrees that all record keeping,quality assurance requirements, and
access requirements shall be applicable to all subcontracts and subagreements.
4.50. The PERFORMING PARTY agrees to the disclosure of all information and reports resulting from
access to records and quality activities under this Agreement.
4.51. Records under paragraph 4.48 and 4.49 shall be maintained by the PERFORMING PARTY during
performance of Work under this Agreement, and for three (3)years after final payments, final expenditure
reports and all other pending matters are closed. If any litigation, claim,negotiation, audit, quality assurance
assessment, cost recovery, or other action (including actions concerning costs of items to which an audit
exception or nonconformance has been taken or identified) involving such records or corrective actions has
been started before the expiration of the three year period, such records must be retained until completion of
the action or resolution of all issues which arise from it, or until the end of the regular three year period,
whichever is later.
4.52. Access to records or work activity is not limited to the required retention periods. The entities
designated in paragraph 4.48 shall have access to records or work activity at any reasonable time for as long as
the records or nonconformance identified pursuant to an assessment are maintained.
4.53. This right-of-access article applies to financial and quality records pertaining to this Agreement and
all subagreements and amendments. In addition,this right of access article applies to all records and work
activities pertaining to this Agreement and all subagreements and amendments:
4.53.1. to the extent the records pertain reasonably to Agreement or subcontract performance;
TCEQ SFG Agreement. Contract No.582-6-74392Page 23 of 59 March 19,2005
4.53.2. if there is any indication that fraud, gross abuse, or corrupt practices may be involved; or
4.53.3. if the Agreement or subcontract is terminated for default or for convenience.
4.54. The Federal Government and its agencies will have the same rights of access to records as are granted
to, assigned to, or reserved by the TCEQ under this Agreement.
Data and Publicity
4.55. All data and other information developed under this Agreement shall be furnished to the TCEQ and
shall be public data and information except to the extent that it is exempted from public access by the Texas
Public Information Act, TEX.Gov'T CODE § 552 ("Act"). Upon termination of this Agreement, all copies of
data and information shall be furnished, at no charge to the TCEQ, upon request, to include data bases
prepared using funds provided under this Agreement, and become the property of the TCEQ. Except as
otherwise provided by these Contract Documents or the Act, the PERFORMING PARTY shall not provide
data generated or otherwise obtained in the performance of its responsibilities under this Agreement to any
party other than the State of Texas.
4.56. The PERFORMING PARTY agrees to notify and obtain the verbal approval of TCEQ prior to
releasing any information to the news media regarding the activities being conducted under this Agreement.
Safety and Protection
4.57. Where applicable, PERFORMING PARTY shall be responsible for requiring subcontractors and
subgrantees to maintain and supervise all necessary safety precautions and programs in connection with the
Work. PERFORMING PARTY shall take all necessary safety precautions.
Independent Contractor
4.58. In performing any services hereunder, the PERFORMING PARTY is, and undertakes performance as,
an independent contractor.
Lobbying Activities
4.59. As set forth in these Contract Documents, and in accordance with the Uniform Grant Management
Standards,and State law, PERFORMING PARTY shall not use funds provided under this Agreement to
support political activity either directly or indirectly. This preclusion includes funds paid in reimbursement of
direct or indirect costs.
4.59.1. If it is reasonably foreseeable that payments to the PERFORMING PARTY under this
Agreement 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.
4.59.2. 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 Agreement for default.
4.59.3. The PERFORMING PARTY shall forward to the TCEQ the Certification it is required to
submit under Section 1352(b)(2)(0)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 TCEQ any disclosure forms it is
TCEQ SFG Agreement. Contract No.582-6-74392Page 24 of 59 March 19,2005
required to submit under Section 1352(b)(2)(A)&(B) of the Act, which requires disclosure of lobbying
activities paid for with non-federal funds.
4.59.4. 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)(D)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 TCEQ any of the forms its subcontractors
submit to it.
4.60. (Reserved)
Accounting Systems
4.61. The PERFORMING PARTY shall have an accounting system which accounts for costs in accordance
with generally accepted accounting standards or principles and complies with 40 CFR §31.20.and all
applicable State law, regulations,and policies relating to accounting standards or principles. The
PERFORMING PARTY must account for costs in a manner consistent with such standards or principles. This
system shall provide for the identification, accumulation,and segregation of allowable and unallowable
project costs among projects.
Independent Financial Audit
4.62. The PERFORMING PARTY shall engage an independent financial auditor and conduct an annual
audit of the PERFORMING PARTY'S financial statements in accordance with the Single Audit provisions of
UGMS
4.62.1 All terms used in connection with audits in this Agreement shall have the definitions and
meanings assigned in the Single Audit Circular in UGMS.
4.62.2 Provisions of the Single Audit Circular in Part IV of UGMS shall apply to all non-state
government entities expending the funds of this grant, whether they are recipients, receiving the funds
directly from the TCEQ, or are subrecipients, receiving the funds from a pass-through entity(a
recipient or another subrecipient). In addition, the PERFORMING PARTY shall require the
independent auditor to supply all audit work papers substantiating the work performed, at the request
of the TCEQ or its designee.
Exceptions in Audit
4.62.3 TCEQ is required to take action on exceptions noted an audit of PERFORMING PARTY's
financial records. Therefore, PERFORMING PARTY agrees to submit to TCEQ a copy of the report
any audit conducted of the PERFORMING PARTY's financial records within 20 days of receipt of
PERFORMING PARTY's receipt of an audit report. At the same time, PERFORMING PARTY will
also provide a statement containing an explanation of the conditions giving rise to each exception in
the audit report as well as a plan for correction of any significant deficiencies in PERFORMING
PARTY's operations or Agreement performance. TCEQ may approve the statement or reject as
insufficient. At the option of the TCEQ, the PERFORMING PARTY may revise and resubmit. If the
statement is initially or subsequently rejected by the TCEQ with no further opportunity to revise, the
TCEQ may suspend payments or may terminate the Agreement for cause and may undertake any other
remedies or sanctions provided under this Agreement.
Hazardous Substances, Waste Disposal and Manifests
TCEQ SFG Agreement. Contract No.582-6-74392Page 25 of 59 Ma 61 4-1Qla�
4.63. PERFORMING PARTY, subcontractors and subgrantees must comply with all applicable Laws and
Regulations.
Conflict of Interest
4.64. PERFORMING PARTY shall notify TCEQ immediately upon discovery of any potential or actual
conflict of interest. PERFORMING PARTY agrees that TCEQ has sole discretion to determine whether a
conflict exists and that TCEQ may terminate the Agreement under Article 8 of the General Conditions; using
the mechanism provided under section 8.2.1,on the grounds of actual or apparent conflict of interest. See
paragraph 4.27 of these General Conditions concerning conflicts of interest with subgrantees, subcontractors
and others.
4.64.1. Notice of Conflict oflnterest: The PERFORMING PARTY shall notify the TCEQ in writing
of any actual, apparent, or potential conflict of interest regarding any individual performing or having
access to information regarding the Work. As applicable, the notification shall include both
organizational conflicts of interest and personal conflicts of interest. Any individual with a personal
conflict of interest shall be disqualified from taking part in any way in the performance of any work
that created the conflict of interest.
Survival of Obligations:
4.65. All representations, indemnifications,warranties and guarantees made in, required by or given in
accordance with the Contract Documents, as well as all continuing obligations indicated in the Contract
Documents,will survive final payment, completion and acceptance of the Work and termination or completion
of the Agreement.
Interest and Unexpended Funds
4.66 Interest Earned on Grant Agreement Funds. If PERFORMING PARTY earns any interest from grant
funds, then PERFORMING PARTY is required to handle interest earned from grant funds in the same manner
and under the same conditions as the actual grant funds. This includes at a minimum, describing the
expenditure of the interest funds in the plan and budget of PERFORMING PARTY submitted to the TCEQ,
and reporting the actual use of that interest to the TCEQ on the financial reports required under the new grant
agreement. Any interest earned under this Agreement must be expended within state fiscal year 2002. Any
remaining interest earned under this Agreement which is not expended by August 31,2003, shall be returned
to the TCEQ within one hundred and twenty(120)days following the end of fiscal year 2002 unless TCEQ
authorizes an alternative.
4.67 Unexpended funds and Interest Remaining at Termination. The PERFORMING PARTY shall,not later
than one hundred and twenty(120)days following termination of this Agreement, or thirty(30)days
following submittal of the final Financial Status Report,whichever is earlier, return to the TCEQ any
unexpended disbursements and/or reimbursements remaining in any accounts containing such funds. By not
later than the same date, the PERFORMING PARTY,unless authorized otherwise in writing by the TCEQ,
shall return to the TCEQ any remaining interest earned, in excess of one hundred dollars ($100). Amounts of
earned interest less than one hundred dollars($100)may be retained by the PERFORMING PARTY for
administration expenses.
ARTICLE 5. TCEQ'S RESPONSIBILITIES
5.1. The Executive Director of the TCEQ will identify a person authorized to give direction to the
PERFORMING PARTY, and act on behalf of the TCEQ. The person designated as the TCEQ Authorized
Representative is identified on page 6 of this Agreement.
TCEQ SFG Agreement. Contract No.582-6-74392Page 26 of 59 March 19,2005
5.2. The Executive Director of the TCEQ hereby authorizes such identified person to further delegate his
or her authority as necessary, including a delegation of authority to a TCEQ employee.
5.3. The Contract Documents and the Uniform Grant Management Standards contain provisions that
provide for withholding of payment as well as suspension and termination of the Agreement by the TCEQ.
5.4. The TCEQ shall not supervise, direct or have control or authority over, nor be responsible for,
PERFORMING PARTY'S means, methods, techniques, sequences or procedures of performing the Work or
the Safety precautions and programs incident thereto,or for any failure of PERFORMING PARTY to comply
with Laws and Regulations applicable to the furnishing or performance of the Work. TCEQ will not be
responsible for PERFORMING PARTY's failure to perform or furnish the Work in accordance with the
Contract Documents.
ARTICLE 6. CHANGES IN THE WORK
6.1. The Executive Director of the TCEQ, or his Project Representative may, at any time, by written
notification to the PERFORMING PARTY, make changes to the scope of this Agreement or in the services or
work to be performed. If such changes cause an increase or decrease in the PERFORMING PARTY's cost of,
or time required for,performance of any services under this Agreement, whether or not changed by an order,
an equitable adjustment shall be made and this Agreement shall be modified in writing accordingly. Any
claim of the PERFORMING PARTY for adjustment under this clause must 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 TCEQ or his Project Representative grants a further period of time before the
date of final payment under this Agreement.
6.2. An Amendment(Major Change) will include one or more of the following:
6.2.1. an increase or decrease in the amount of compensation to the PERFORMING PARTY;
6.2.2. an extension or shortening of the term of the Agreement;
6.2.3. a significant change in the scope of the Agreement or the services to be performed; or
6.2.4. any action that is beyond the authority of the Executive Director or the Project
Representative of the TCEQ.
6.3. Implementation of a Major Change must be preceded by a formal written amendment to the
Agreement. Requests for an Amendment must be in writing and be submitted to the TCEQ Project
Representative prior to initiating changes. The amendment must contain a description of the proposed change.
The amendment must be signed by persons authorized to bind each party in contract. Any amendment that
will exceed the contractual authority of the Executive Director of the TCEQ also requires the consent, at
Agenda, of a majority of Commissioners of the TCEQ.
6.4. Any proposed change that is not a Major Change(Amendment) may qualify as a Minor Change. A
Minor Change shall require the written agreement of both Project Representatives, but shall not require a
formal amendment to the Agreement. A copy of the authorization must be retained in the appropriate file of
both the PERFORMING PARTY and the TCEQ.
6.5. If the PERFORMING PARTY requests a Minor Change and the Project Representative of the TCEQ
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 6.3 of this
Article.
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6.6. PERFORMING PARTY is permitted to rebudget within the approved direct cost budget to meet any
unanticipated requirements and may make limited program changes to the approved project. Certain types of
these changes require the prior written approval of the TCEQ. Applicable cost principles set forth in 40 CFR
Part 31.22 contain additional requirements for prior approval of certain types of costs and apply to all grants
and subgrants. Prior approval shall be required as follows:
6.6.1. Any change resulting in the need for additional funding;
6.6.2. Cumulative transfers among direct cost categories, or, if applicable, among separately
budgeted programs of projects and which exceed or are expected to exceed the total budget by ten
percent(10%);
6.6.3. Transfers of funds allotted for training allowances.
6.6.4. Changes in key personnel in cases where specified in an application or grant award.
6.6.5. Subcontracting those activities which are central to the purposes of the award
6.7. Any request shall be in writing to TCEQ and TCEQ shall promptly review and approve or disapprove
the request in writing. If such changes requires federal prior approval, TCEQ shall obtain that approval before
approving the request
Inclement Weather
6.8 A deadline set forth in the schedule of deliverables may be extended by a period equivalent to the time
lost because of inclement weather that precludes work towards the completion of that deliverable. The
PERFORMING PARTY shall maintain, and make available at the TCEQ's request, daily records adequately
supporting its claim that inclement weather precluded work towards the completion of a deliverable. The
PERFORMING PARTY shall make best attempts to recoup time lost due to inclement weather. The
PERFORMING PARTY shall notify the TCEQ in writing(fax acceptable)prior to the deliverable deadline of
the deadline extension pursuant to this Article. Extensions of a deliverable deadline pursuant to this Article
will constitute a minor change. No extension under this paragraph shall extend the terms of this Agreement.
The TCEQ reserves the right to reject, in good faith, within 30 days of receipt of the notification of the
deadline extension, the PERFORMING PARTY'S claim that inclement weather precluded work towards the
completion of a deliverable
Waiver
6.9. Unless authorized in accordance with these Contract Documents (relating to Changes), or in writing by
the TCEQ, no waiver of any obligation of the PERFORMING PARTY, the authorized waiver by the TCEQ of
such obligation shall not constitute a continuing waiver of the obligation. No waiver by the TCEQ Executive
Director shall constitute a waiver of the TCEQ's subsequent right to demand and receive performance within a
reasonable time to be specified by the TCEQ, in accordance with all provisions of this Agreement.
TCEQ SFG Agreement. Contract No.582-6-74392Page 28 of 59 March 19,2005
ARTICLE 7. PAYMENTS TO PERFORMING PARTY
Payment based on Reimbursement of Actual Cost of Performance
7.1 Allowable Costs. Payments from the TCEQ to the PERFORMING PARTY are for reimbursement of
PERFORMING PARTY's actual allowable costs of PERFORMING PARTY's performance. Actual costs
include reasonable and necessary direct and indirect costs. Allowable costs are those deemed allowable by the
TCEQ in accordance with the requirements of this Agreement and the following which are hereby
incorporated into this Agreement:
61. Uniform Grant Management Standards prepared and promulgated by the office of the
Governor of Texas;
62. Rules and guidelines of the office of the Governor of Texas
63. Allowable Expenditure Guidelines of the TCEQ
64. Applicable rules and policies of the TCEQ
65. Applicable State law
66. For funds received from a federal government source,applicable federal regulations and law.
Payments by TCEQ
7.2 PERFORMING PARTY must request payment by submitting one copy of an itemized invoice in a format
provided by the TCEQ , a properly completed TCEQ PURCHASE VOUCHER, and such other forms as the
TCEQ requires. PERFORMING PARTY will also submit any supporting documentation required by TCEQ.
TCEQ will review the submittal and approve or reject the request for payment. PERFORMING PARTY must
make any revisions required by the TCEQ in order to gain approval. TCEQ is not obligated to make payment
until the request for payment is approved by TCEQ.
Fixed-Amount Cost Reimbursement
7.3 In accordance with Chapter 2261 Texas Government Code, all payments by TCEQ to PERFORMING
PARTY are based on reimbursement of PERFORMING PARTY's actual costs incurred in performing the
Work. If this Agreement utilizes a pre-determined fixed-amount of reimbursement, this amount is determined
on the basis of an estimate of PERFORMING PARTY's actual costs of performing one or more of the
following: 1)specified service(s) (tasks); or 2) specified service(s) (tasks) during a specified time period; or
3)providing specified good(s), or product. PERFORMING PARTY has provided the estimate of costs in its
Fiscal Analysis Package(Form B-5) for this grant. The TCEQ relies on the accuracy of that estimate to
determine the fixed-amount of reimbursement. PERFORMING PARTY will provide supporting evidence to
establish the accuracy of its estimate of actual costs. PERFORMING PARTY will monitor its actual costs of
performance and provide TCEQ with a report annually to confirm that the original estimate of costs remains
accurate. If in fact that estimate exceeds the actual costs of performance,TCEQ may recover the excess
amount paid by 1)rejecting all or part of any reimbursement requests by PERFORMING PARTY and
retaining amounts sufficient for repayment; or 2)by demanding and receiving repayment of the amount from
PERFORMING PARTY. TCEQ may also use any other remedies and sanctions available under this
Agreement.
Contractual Costs
7.4 PERFORMING PARTY's contractual costs must comply with allowable costs requirements.
PERFORMING PARTIES which are governmental entities must engage in contractor selection on a
competitive basis in accordance with their established policies. If PERFORMING PARTY has no competitive
procurement policy or is a private entity, PERFORMING PARTY must generally select contractors by
evaluation and comparison of price, quality of goods or services and past performance.
TCEQ SFG Agreement. Contract No.582-6-74392Page 29 of 59 March 19,2005
Comparison of PERFORMING PARTY's Costs
7.5 In accordance with Section 2259.203 Texas Government Code, the TCEQ is required to perform a
comparison of costs reimbursed under this Agreement. PERFORMING PARTY will provide a report to
verify that its costs of performance are reasonably comparable to prices generally charged for similar goods or
services.
Indirect Cost Rate
7.6 If indirect costs are to be paid under this Agreement, 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.
Duplication of Effort Prohibited
7.7 In addition to the funds provided to PERFORMING PARTY under this Grant Agreement, the TCEQ may
provide funds to PERFORMING PARTY under a separate Grant Agreement(so that funds of two or more
TCEQ grants are funding a single activity of PERFORMING PARTY). PERFORMING PARTY must
monitor all activities to ensure that the grant funds complement one another and do not result in double
payments for the same activity.
Payment Request Procedures
7.8. All requests for reimbursement under this Agreement shall be submitted in accordance with the
requirements set forth in this Article.
7.9 On a quarterly basis,within thirty(30)days after the end of a quarter, the PERFORMING PARTY shall
submit one copy of an itemized invoice in a format provided by the TCEQ and a properly completed TCEQ
PURCHASE VOUCHER, in order to obtain payment for tasks completed under this Agreement. Completed
request for reimbursement packages should be mailed or delivered to the TCEQ Local Program Contract
Manager identified in paragraph 9.8 of ARTICLE 9 of this Agreement(related to Notice). Concurrent with
the submittal to the Local Program Contract Manager, a copy of the same documents shall be submitted to the
TCEQ Project Regional Representative identified in paragraph 9.8 of ARTICLE 9 of this Agreement(related
to Notice).
7.10 The TCEQ Local Program Contract Manager will review the invoices and purchase vouchers for
requests for payment for services performed as identified in Section 7.8 of this ARTICLE and as required in
Scope of Work Section,and will provide written documentation to the PERFORMING PARTY and the TCEQ
Project Regional Representative that the requests are acceptable or will provide a written explanation of why
the requests or the work identified in the requests is unacceptable. If the requests do not satisfactorily demon-
strate the accomplishment of the required tasks, the TCEQ Local Program Contract Manager and TCEQ
Project Regional Representative will not authorize payment on the accompanying voucher until such time as
deficiencies have been corrected.
7.11. TCEQ is not obligated to make payment until the request for reimbursement is approved by TCEQ.
Further, the TCEQ reserves the right to suspend payment for any incomplete, inconsistent or incorrect services
or reports as required by this Agreement until the PERFORMING PARTY satisfactorily completes,revises, or
corrects such services or reports.
Closeout
7.12 When it is determined that all applicable administrative activities and all required work of the grant have
been completed, the TCEQ shall close out the award. Within thirty(30) days after the expiration or
TCEQ SFG Agreement. Contract No.582-6-74392Page 30 of 59 March 19,2005
termination of the grant, the PERFORMING PARTY must submit all financial, performance, and other
reports required as a condition of the grant. These reports may include,but are not limited to:
7.12.1 All performance or progress reports required by this Agreement.
7.12.2 Financial Status Report
7.12.3 Final request for payment
7.12.4 Invention disclosure(if applicable).
7.12.5 State-owned property report(if applicable).
7.13 In accordance with the Uniform Grant Management Standards, a PERFORMING PARTY must submit
an inventory of all state-owned property(as distinct from property acquired with grant funds) for which it is
accountable and request disposition instructions from the TCEQ of property no longer needed.
7.14 Within ninety(90) days of receipt of the reports set forth above, the TCEQ will make upward or
downward adjustments to the allowable costs. The TCEQ agency will make prompt payment to the
PERFORMING PARTY for allowable reimbursable costs. Closeout of the grant does not affect:
7.14.1 The TCEQ's right to disallow costs and recover funds on the basis of a later audit or other
review;
7.14.2 The PERFORMING PARTY'S obligation to return any funds due as a result of later refunds,
corrections, or other transactions;
7.14.3 Records retention as required herein;
7.14.4 Property management requirements set forth herein; and
7.14.5 Audit requirements set forth herein.
7.15 The PERFORMING PARTY must immediately refund to the TCEQ any balance of unobligated
(unencumbered) cash advanced that is not authorized to be retained for use on other grant.
7.16 Any funds paid to a PERFORMING PARTY in excess of the amount to which the PERFORMING
PARTY is finally determined to be entitled under the terms of the award constitute a debt to the TCEQ. If not
paid within a reasonable period after demand, the TCEQ may reduce the debt by:
7.16.1 Making an administrative offset against other requests for reimbursement;
7.16.2 Withholding advance payments otherwise due to the PERFORMING PARTY, or
7.16.3 other action permitted by law.
7.17 Except where otherwise provided by statutes or regulations, the TCEQ will charge interest on an
overdue debt in accordance with the Uniform.Grant Management Standards. The date from which interest is
computed is not extended by litigation or the filing of any form of appeal.
7.18 Upon satisfactory completion of the work performed hereunder and prior to final payment under this
Agreement for such work, or prior to settlement upon termination of this Agreement and as a condition
thereto, the PERFORMING PARTY shall execute and deliver to the TCEQ a release of all claims for payment
of any funds due and payable by the TCEQ pursuant to the terms of this Agreement. Such release shall be
conditioned upon payment of all fund amounts due and payable to PERFORMING PARTY under this
Agreement, and limited to only those claims which reasonably could have been foreseen at the time the release
is executed. PERFORMING PARTY reserves the right to identify claims to be excluded thereby.
7.19 The PERFORMING PARTY shall provide to the TCEQ documentation showing all tasks that have been
completed by the PERFORMING PARTY.
7.20 Final Payment under this Agreement or settlement upon termination shall not constitute a waiver of the
TCEQ's claims against the PERFORMING PARTY.
Cost Provisions Applying Solely to Regional Planning Commissions and Councils of Government
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7.21 The provisions of this Paragraph and Subparagraphs apply solely to Performing Parties, Subgrantees and
other Recipients of the funds under this Grant Agreement defined as a"Regional Planning Commission"as
defined in Chapter 391 of the Texas Local Government Code,which includes, among others, a Council of
Government. In the event of conflict with other provisions of the Agreement Documents, the provisions of this
ARTICLE prevail.
7.21.1 PERFORMING PARTY will comply with all requirements and rules to be adopted by the
Office of the Governor of Texas pursuant to Section 391.009 Texas Local Government Code
relating to the operation and oversight of Regional Planning Commissions. These rules are
due for adoption on or about January 1,2000. If those rules conflict with provisions of the
Agreement Documents,the rules will prevail.
7.21.2 PERFORMING PARTY will comply with the requirement of Chapter 391 Texas Local
Government Code by adopting competitive procurement methods equivalent to Chapter 252
Texas Local Government Code for the purchase of all goods and services. PERFORMING
PARTY will notify the TCEQ upon adoption of these methods.
7.21.3 PERFORMING PARTY will comply with all other requirements of Chapter 391 Texas Local
Government Code with special attention to the following restrictions on the use of funds
provided under this Agreement:
7.21.3.1 Contracts with or employment of lobbyists
7.21.3.2 Lobbying activities by employees
7.21.3.3 Auto allowance of members of the governing body
7.21.3.4 Travel reimbursements at the state rate
7.21.3.5 Alcoholic beverages and entertainment
7.21.3.6 Indirect cost rate limited to 15%of total direct expenditures
7.21.3.7 Classification salary schedules and appropriate exempt positions.
7.22 If indirect costs are to be paid under this Agreement,PERFORMING PARTY shall also submit an
indirect cost proposal and a copy of an approval document reflecting that the proposed indirect cost rate and
an analysis of the determination for the proposed indirect cost rate.
ARTICLE 8. TERMINATION
8.1. This Agreement shall terminate upon full performance of all requirements contained herein, unless
extended in writing.
8.2. This Agreement may be terminated in whole or in part by either party in the event of a material failure
to comply with the Agreement terms, in accordance with the Uniform Grant Management Standards: Provided
that no such termination may be effected unless the other party is given
8.2.1. not less than ten (10)days written notice(delivered by certified mail,return receipt requested)
of intent to terminate, and
8.2.2. an opportunity for consultation with the terminating party prior to termination.
8.3. This Agreement may be terminated in whole or in part in writing by the TCEQ for its convenience, in
accordance with the Uniform Grant Management Standards: Provided that the PERFORMING PARTY is
given not less than ten(10) days written notice (delivered by certified mail,return receipt requested) of intent
to terminate. Circumstances in which the TCEQ may terminate for convenience include,but are not limited
to,the Texas Legislature's withdrawal of appropriations for this project.
8.4. If the TCEQ terminates the Agreement for a material failure to comply with the Agreement terms under
Section 8.2 or the TCEQ terminates the Agreement for convenience under Section 8.3,an adjustment in the
Agreement amount shall be made in accordance with the Uniform Grant Management Standards.
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8.5. Upon receipt of a termination action pursuant to Sections 8.2 or 8.3 above, the PERFORMING PARTY
shall:
8.5.1 promptly discontinue all services affected (unless the notice directs otherwise), and
8.5.2 deliver or otherwise make available to the TCEQ 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 Agreement, whether
completed or in the process.
8.6. If, 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 convenience of the TCEQ.
8.7. If any delay or failure of performance is caused by a force majeure event as described in the force
majeure Article of this Agreement, either party may in its sole discretion terminate this Agreement in whole or
part pursuant to this Article.
Force Majeure
8.8. A force majeure event shall be defined to include decrees of or restraints by a governmental
instrumentality, acts of God(except that rain, wind, flood or other natural phenomena normally expected for
the locality shall not be construed as an act of God),work stoppages due to labor disputes or strikes, fires,
explosions, epidemics,riots,war,rebellion, and sabotage.
8.9. Provided this Agreement has not been terminated, and subject to the conditions below, if a delay or
failure of performance by either party results from the occurrence of a force majeure event, the delay shall be
excused and the time fixed for completion of the work extended by a period equivalent to the time lost
because of the event if, and to the extent that:
8.9.1. the delay or failure was beyond the control of the party affected and not due to its fault or
negligence; and
8.9.2. the delay or failure was not extended because of the affected party's failure to use all diligence
to overcome the obstacle or to resume performance immediately after the obstacle was
overcome.
8.10. No time extension shall be granted under this Article unless the party seeking relief has notified the
other in writing within a reasonable time after commencement of the event, 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 measures. The party seeking relief shall also give written
notice of the ending of the event within a reasonable time after the event has ended.
8.11. The TCEQ shall be responsible for costs related to a force majeure event only if they are incurred by
the PERFORMING PARTY after the prior written request by the TCEQ Project Representative, to incur such
costs in connection with any force majeure event. Neither the TCEQ nor the PERFORMING PARTY shall
have, and both hereby waive, any claim whatever for any damages resulting from delays caused by force
majeure events.
ARTICLE 9. MISCELLANEOUS
Computation of Times:
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TEN.
9.1. When any period of time is referred to in the Contract Documents by days, it will be computed to
exclude the first and include the last day of such period. If the last day of any such period falls on a Saturday
or Sunday or on a federal holiday, such day will be omitted from the computation.
9.2. A calendar day of twenty-four(24)hours measured from midnight to the next midnight will constitute a
day.
9.3 A working day is any day that both the TCEQ and the PERFORMING PARTY are open for business.
Notice of Claim:
9.4. Should TCEQ or PERFORMING PARTY suffer injury or damage to person or property because of any
error, omission or act of the other party or of any of the other party's employees or agents or others for whose
acts the other party is legally liable, claim will be made in writing to the other party within a reasonable time
of the first observance of such injury or damage. The provisions of this paragraph shall not be construed as a
substitute for or a waiver of the provisions of any applicable statute of limitations or repose or sovereign
immunity.
Professional Fees and Court Costs Included.
9.5. Whenever reference is made to "claims, costs, losses, and damages," it shall include in each case, but
not be limited to, all fees and charges of TCEQ,architects, attorneys and other professionals and all court or
other dispute resolution costs.
Acknowledgment of Financial Support
9.6. The PERFORMING PARTY shall acknowledge the financial support of the TCEQ whenever work
funded, in whole or part,by this Agreement is publicized or reported in news media or publications. All
reports and other documents completed as a part of this Agreement, other than documents prepared
exclusively for internal use within the TCEQ, shall carry the following notation on the front cover or title
page:
PREPARED IN COOPERATION WITH THE
TEXAS COMMISSION ON ENVIRONMENTAL QUALITY
The preparation of this report was financed through grants from the State of Texas through the
Texas Commission on Environmental Quality
ARTICLE 10. INSURANCE,LIABILITY AND INDEMNIFICATION
10.1 To the extent permitted bylaw, the PERFORMING PARTY agrees to indemnify and hold harmless the
TCEQ and all of its employees and officers against and from any and all liability, loss, or damage arising out
of the performance of this Agreement. To the extent that any activity conducted by PERFORMING PARTY
with funds provided under this Agreement entails significant risk of loss or injury to individuals and third
parties or their property, the PERFORMING PARTY will secure and maintain insurance sufficient to protect
PERFORMING PARTY and the TCEQ, and its employees and officers against claims arising from the
conduct of such activities.
10.2 In all subcontracts and subgrants,PERFORMING PARTY shall require its subcontractors and
subgrantees to obtain and maintain, at their own expense, insurance as will protect the subcontractor, the
PERFORMING PARTY and the TCEQ, its employees, and its officers from all such claims arising from the
TCEQ SFG Agreement. Contract No.582-6-74392Page 34 of 59 March 19,2005
performance by the PERFORMING PARTY's subcontractors or subcontractors' employees resulting from the
functions and services required under this Agreement, including workers compensation in accordance with
Texas statutory requirements.
10.3. PERFORMING PARTY will purchase and maintain Directors and Officers insurance or equivalent
insurance coverage or other financial assurance sufficient to protect the interests of the state in the event of an
actionable act or omission by a director or officer of the PERFORMING PARTY. Self insurance may satisfy
the requirements of this section if the PERFORMING PARTY is a home rule municipality and the
PERFORMING PARTY's self insurance covers acts or omissions of officers or directors.
ARTICLE 11. STANDARDS FOR PERFORMING PARTY'S PERFORMANCE
11.1 In accordance with Chapter 2261 Texas Government Code, the TCEQ is required to monitor
PERFORMING PARTY's performance under this Agreement. Therefore, PERFORMING PARTY agrees that
the following are appropriate standards for PERFORMING PARTY's performance during the Agreement:
11.1.1. Timeliness of Work. Standard: Work is provided on schedule.
11.1.2. Quality of Work. Standard: PERFORMING PARTY's Work conforms to the requirements
of the Agreement and is technically accurate.
11.1.3. Subcontract Activities. Standard: PERFORMING PARTY's subcontract and subgrant
activities comply with all TCEQ contract requirements regarding subcontracts especially competitive
procurement methods for goods and services,use of required subcontract provisions, and monitoring
performance of subcontractors and subgrantees.
11.1.4. Administrative and Financial Operations. Standard: PERFORMING PARTY's
administrative and financial operations comply with all obligations in law and in the contract especially
record-keeping, reimbursement requests, audits, allowable costs,and restricted expenditures.
Performance Measures
11.2. TCEQ will monitor PERFORMING PARTY 's performance and evaluate the level of
compliance with the standards utilizing the following performance measures:
Exemplary: DELETED
Satisfactory: PERFORMING PARTY generally complied with the standard consistently; occasional
deficiencies may have occurred which were corrected on a timely basis.
Unsatisfactory: Significant deficiencies have occurred, or PERFORMING PARTY frequently or
substantially failed to comply with the standard.
Agreement Monitoring and Evaluation Report
11.3. In accordance with Chapter 2261 Texas Government Code,TCEQ will monitor and evaluate
PERFORMING PARTY's performance utilizing the performance standards and performance measures set out
in this Agreement. TCEQ will prepare a cumulative written report of the evaluation upon termination or
expiration of the Agreement and also as frequently as determined appropriate by the TCEQ.
11.3.1. Within 30 days of receipt of a Periodic or Annual Performance Evaluation, the
PERFORMING PARTY shall provide information to the TCEQ concerning action(s) that will be taken
TCEQ SFG Agreement. Contract No.582-6-74392Page 35 of 59 March 19,2005
to correct any deficiencies noted in the End-of-Year Assessment report. This response will include a
description of the nature and extent of each deficiencies' impact on data quality, the specific corrective
actions taken or planned to address the deficiencies,actions taken or planned to prevent recurrence, a
schedule to bring any deficiencies in the ambient air monitoring program up to TCEQ standards, the
means to be used to document completion of each action, and it will identify resources to accomplish
the necessary corrections.
11.3.2. Within 90 days after receipt of TCEQ comments or as recommended by the TCEQ, the
PERFORMING PARTY shall correct deficiencies and report to the TCEQ any deficiencies that cannot
be corrected within the allocated time-frame. If the deficiencies are not corrected to the satisfaction of
the TCEQ, in addition to other rights the TCEQ may have against the PERFORMING PARTY, it may
result in the TCEQ withholding payment to the PERFORMING PARTY for future agreement activities
and/or in the PERFORMING PARTY becoming ineligible for future funding.
Resolution Process far Disallowed/Questioned Costs:
11.3.3. The PERFORMING PARTY has the right to dispute any such determination by the TCEQ,
utilizing the process identified in Article 12, below.
Schedule of Remedies available to the TCEQ
11. 4. In accordance with Chapter 2261 Texas Government Code, the following Schedule of Remedies
applies to this Agreement in the event of substandard performance or other failure to conform to the
requirements of the Agreement or applicable law.
11.4.1. Reject substandard performance and request corrections without charge to the TCEQ.
11.4.2. Issue notice of substandard performance or other non-conforming act or omission.
11.4.3. Request and receive return of any over payments or inappropriate payments.
11.4.4. Reject reimbursement request and suspend payment pending accepted revision of substandard
performance or non-conformity.
11.4.5. Suspend all or part of the Work and/or payments pending accepted revision of substandard
performance or non-conformity.
11.4.6. Reject reimbursement request and withhold all or partial payments. Funds may be retained by
the TCEQ for recovery of administrative costs or returned to funding source as authorized by
agreements with the funding source and by state or federal law.
11.4.7. Terminate the Agreement, demand and receive: return of all equipment purchased of contract
funds, return of all unexpended funds, and repayment of expended funds.
11.4.8 Withhold payment to the PERFORMING PARTY for future air program activities and/or
result in the PERFORMING PARTY becoming ineligible for future funding.
Sanctions for Substandard Performance
11.5. If the TCEQ evaluation finds PERFORMING PARTY's performance to be substandard, TCEQ may
provide its written evaluation report to other governmental entities at any time. TCEQ may also provide its
written evaluation report to the public as authorized by law.
TCEQ SFG Agreement. Contract No.582-6-74392Page 36 of 59 March 19,2005
Cumulative Remedies
11.6. TCEQ may avail itself of any remedy or sanction provided in this Agreement or in law to recover any
losses rising from or caused by the PERFORMING PARTY's substandard performance or any non-conformity
with the Agreement or the law. The remedies and sanctions available to TCEQ in this Agreement shall not
limit the remedies available to the TCEQ under law.
11.7. The duties and obligations imposed by these General Conditions and the rights and remedies available
hereunder to the parties hereto, and, in particular but without limitation,the Schedule of Remedies,
obligations imposed upon PERFORMING PARTY by these General Conditions, and all other rights and
remedies available to TCEQ thereunder, are in addition to,and are not to be construed in any way as a
limitation of, any rights and remedies available to any or all of them which are otherwise imposed or
available,by Laws or Regulations,by special warranty or guarantee or by other provisions of the Contract
Documents, and the provisions of this paragraph will be as effective as if repeated specifically in the Contract
Documents in connection with each particular duty, obligation,right and remedy to which they apply.
ARTICLE 12. DISPUTE RESOLUTION
Alternative Dispute Resolution
12.1 The dispute resolution process provided for in Chapter 2260 of the Texas Government Code and
applicable rules of the TCEQ must be used by the Contractor to attempt to resolve all disputes arising under
this Agreement.
TCEQ SFG Agreement. Contract No.582-6-74392Page 37 of 59 March 19,2005
ff
f , WORTH, TEX,
SCOPE OF WORK SECTION
The PERFORMING PARTY shall perform the following tasks by the deadlines indicated in this Scope of
Work section. Only work related to tasks listed in the Notice to Proceed for which the funding level is listed
as greater than zero are subject to the requirements of this Scope of Work section.
1. Grants
The PERFORMING PARTY shall complete all the Work described in this Scope of Work section and shall
fully comply with all requirements of the fiscal year 2006—2007 General Appropriations Act from which it
receives funds during the term of this Agreement.
2. Administrative Regulations
2.1 Changes to Exhibits. The TCEQ may update,add new, or remove any or all of the exhibits
referenced in this Agreement as either a minor or major amendment to this Agreement,
depending upon the nature of the change.
2.2 Changes to Guidance Documents. The TCEQ may update, add new, or remove any or all of
the guidance documents referenced in this Agreement. The TCEQ shall promptly notify the
PERFORMING PARTY in writing of any changes to the guidance documents,and will attach
a copy of the updated documents, except for guidance manuals available only electronically.
In the case of guidance available only electronically, the communication from the TCEQ to
the PERFORMING PARTY will include an electronic address of the electronic document.
The PERFORMING PARTY shall implement updated editions of any such documents within
the time frames specified within each of the documents or within the communication
describing the document change or within thirty days of receipt, whichever comes first. If the
PERFORMING PARTY does not agree to comply with updated editions of these documents,
the PERFORMING PARTY shall have the option of declining to perform a particular task(as
task is defined by this Scope of Work)which requires use of these documents. If the
PERFORMING PARTY declines to perform all or part of a task, it will not receive any
payment for that task.
2.3 Fiscal Analysis of Fixed Payment. Within thirty(30)days after the beginning of each fiscal
year of this Agreement term, the PERFORMING PARTY shall submit to the TCEQ its
current Fiscal Analysis Package (Form B-5). The analysis shall include the following:
2.3.1 An analysis of funding expenditures shall be submitted on Form B-5, through
completion of the Table of Estimated Funding, the Budget Information Work Sheet:
Sections A—E, and the Staffing List Information Work Sheet.
2.3.2 The PERFORMING PARTY must demonstrate how it will provide matching funds
for its share of the State Compliance Agreement funds as required by Article 3,
Agreement Amount,paragraph 3.2 of this Agreement.
2.4 Requests for Payment. On a quarterly basis from the beginning of the Agreement Term, the
PERFORMING PARTY shall submit requests for payment to the TCEQ Local Program
Contract Manager with a copy to the Local Program Project Regional Representative in
accordance with Article 7, Payments to Performing Party of the General Conditions of this
TCEQ State Funded Grant Agreement.
2.5 Reserved.
2.6 Financial Status Report. By December 1,2006,the PERFORMING PARTY shall submit a
TCEQ SFG Agreement. Contract No.582-6-74392Page 38 of 59 March 19,2005
final Financial Status Report(FSR) (Form B-3) for this Agreement for fiscal year 2005. By
December 1, 2007, the PERFORMING PARTY shall submit a final Financial Status Report
(FSR) (Form B-3) for this Agreement for fiscal year 2006. With each FSR, the
PERFORMING PARTY shall submit a list of property purchased wholly or partially with
funds from this Agreement and having a unit acquisition cost of$5000 or more. The FSR
shall satisfy state financial reporting requirements for this Agreement. The requirements of
this paragraph shall survive the termination of this Agreement.
2.7 A copy of the annual independent financial audit required by the Uniform Grant Management
Standards shall be provided by the PERFORMING PARTY to the TCEQ Contract Manager
within nine(9) months after the end of the PERFORMING PARTY's fiscal year for each
fiscal year of the contract period.
2.8 The PERFORMING PARTY shall implement and maintain internal quality control
procedures to ensure completeness and accuracy of all Agreement deliverables.
2.9 Annual Work Plan Development. Work Plans shall be developed and a consensus shall be
reached on the Work Plan through either a Major or Minor Amendment to the Agreement by
August 1, 2006 for fiscal year 2007. The developed Work Plan shall be comprised of work
consistent with the direction and intent of the Compliance Monitoring Strategy for the Air
and/or Stage H programs.
3. Performance Evaluations of PERFORMING PARTY
Consistent with Article 11 of the General Provisions of this Agreement(related to Standards for Performing
PARTY'S PERFORMANCE) the TCEQ will evaluate the PERFORMING PARTY'S work.
3.1 Ongoing work product evaluations. The TCEQ will make evaluations of
PERFORMING PARTY'S work in an ongoing manner throughout the Agreement
term. Evaluations will be conducted of PERFORMING PARTY'S work product
utilizing standardized procedures and will typically be conducted by one or more
persons designated with that task by the TCEQ Project Regional Representative. At
least two of the ongoing evaluations shall be conducted in conjunction with oversight
investigations. An oversight investigation may be either a joint or follow-up
investigation. A joint investigation is defined as an investigation in which a TCEQ
representative accompanies the PERFORMING PARTY during an investigation for
the primary purpose of PERFORMING PARTY program oversight. A follow-up
investigation is an investigation conducted by a TCEQ representative for the primary
purpose of PERFORMING PARTY program oversight at a site where the
PERFORMING PARTY had recently completed an investigation. The TCEQ will
provide written assessments of each work product evaluated, including oversight
investigation results. Written work product evaluations will be provided to the
PERFORMING PARTY'S representative responsible for the day to day
implementation of the program by the 7"working day of each month for work product
evaluations conducted in the preceding month, or at another mutually agreed upon time
during the month.
3.2 Periodic program evaluation meetings. The intention of periodic program evaluations
is to ensure ongoing program effectiveness. Evaluations of the PERFORMING
PARTY are based on both individual work product evaluations and trends identified
through work product evaluations as well as performance under the various activities
TCEQ SFG Agreement. Contract No.582-6-74392Page 39 of 59 Mar
IM
required under the Agreement. Program evaluation meetings will be held at least
quarterly during the course of this Agreement term. The meetings will include at least
the TCEQ Project Regional Representative or his/her designee, the TCEQ Air and
Waste Section Managers and the PERFORMING PARTY'S representative responsible
for day to day program oversight. Standing topics for each meeting should include at
least the following topics: updates on progress made on the work plan, updates on
program implementation issues, work plan development for future years, discussions
on progress implementing corrective action plans, if any, and discussions related to the
various work product evaluations conducted by the TCEQ. If the TCEQ work product
evaluations conducted since the previous quarterly meetings result in the TCEQ
identifying a trend toward unsatisfactory performance, the discussions will include the
area of concern. The TCEQ Project Regional Representative designee will document
the meetings and will provide meeting minutes to the PERFORMING PARTY'S
representative within three calendar weeks of the meeting.
3.3 Unsatisfactory Performance. If after discussions with the PERFORMING PARTY
during the quarterly program evaluation meeting, the TCEQ Project Regional
Representative determines that a structural or procedural problem is the likely source
of deficiencies, the TCEQ Project Regional Representative will document this issue
and notify the PERFORMING PARTY in writing of the suspected program deficiency
within 30 days. The PERFORMING PARTY will provide a written assessment of the
situation to the TCEQ within 30 days of receiving the TCEQ notification. The
PERFORMING PARTY will provide either an explanation of why no program
deficiency should be found or a corrective action plan where one is warranted. Any
corrective action plan shall include a statement of the problem being addressed by the
corrective action plan, the identification of measures implemented to correct the
specific problems identified, structural or procedural measures that have been or will
be taken to preclude similar problems from recurring, a time line for implementation
of such measures, and milestones and measures to be used to demonstrate
improvement. The plan does not require approval by the TCEQ and should be
implemented immediately by the PERFORMING PARTY.
3.4 Correction to unsatisfactory performance. The efficacy of any plans submitted under
paragraph 3.3 of this section will be assessed through subsequent periodic work
product evaluations and demonstrations made by the PERFORMING PARTY
concerning progress made to correct the underlying cause of the unsatisfactory
performance. Demonstrations concerning corrective action plans shall be provided to
the TCEQ by the PERFORMING PARTY during the periodic program evaluation
meetings unless the TCEQ specifically agrees to an alternative schedule or venue of
demonstrations.
3.5 Sanctions for unsatisfactory performance. The TCEQ may avail itself of any remedies
identified in Article 11 of the General Conditions of this Agreement after the TCEQ
makes a written finding to the PERFORMING PARTY of unsatisfactory performance.
3.6 Performance Evaluation addressing performance for work approved in CCEDS in
Fiscal Year 2005.
3.6.1 If the TCEQ identifies deficiencies in the air program compliance and enforcement
TCEQ SFG Agreement. Contract No.582-6-74392Page 40 of 59 March 19,2005
activities during the Fiscal Year 2005 Annual Performance Evaluation required by a
previous Agreement between the TCEQ and the PERFORMING PARTY, the
PERFORMING PARTY shall, within 90 days after receipt of TCEQ comments or as
recommended by the TCEQ, correct any similar deficiencies in the work performed
under that Agreement and report to the TCEQ any deficiencies that cannot be corrected
within the 90 days.
3.7 Annual Performance Evaluation addressing work approved in CCEDS in each fiscal
year of this agreement.
3.7.1 By the first day of August of each fiscal year covered in this Agreement, the TCEQ
will provide an Annual Performance Evaluation Questionnaire to be completed by the
PERFORMING PARTY. The response to the Questionnaire will be used as the basis
for the on-site evaluation of air program compliance and enforcement activities which
have occurred during the prior fiscal year.
3.7.2 By the 15`h day of September following the receipt of the Questionnaire identified in
paragraph 3.7.1 above, the TCEQ will provide a schedule for the Annual Performance
Evaluation.
3.7.3 By the first day of October following the receipt of the Questionnaire identified in
paragraph 3.7.1 above, the PERFORMING PARTY shall provide a written response to
the Annual Performance Evaluation Questionnaire to the TCEQ.
3.7.4 By the first day of December following the receipt of the Questionnaire identified in
paragraph 3.7.1 above, the TCEQ will complete the on-site evaluation of the air
program compliance and enforcement activities. The on-site review will include
discussion of preliminary findings and recommendations.
3.7.5 Within forty-five (45) days of completing the on-site Annual Performance Evaluation,
the TCEQ will provide a written report containing the findings of the on-site Annual
Performance Evaluation to the PERFORMING PARTY.
3.7.6 Within forty-five (45) days of receipt of the Annual Performance Evaluation Report
covering PERFORMING PARTY's performance for fiscal year 2006, the
PERFORMING PARTY shall provide information to the TCEQ in writing concerning
action(s) that will be taken or have been taken to correct any deficiencies noted in the
Annual Performance Evaluation report, if applicable. This response will include a
schedule to bring any deficient areas up to TCEQ standards and will identify resources
to accomplish necessary corrections.
3.7.7 Within ninety(90) days after receipt of the Annual Performance Evaluation report
provided by the TCEQ the PERFORMING PARTY shall correct deficiencies and
report to the TCEQ any deficiencies that cannot be corrected within the 90 days.
4. Requirements Applicable to All Affected Work Activities.
TCEQ SFG Agreement. Contract No.582-6-74392Page 41 of 59 March 19,112005
�c L C2 K
The following requirements apply to each Work Plan task(activity) that is listed in paragraph 5 of this Scope
of Work section.
4.1 Payment. The PERFORMING PARTY shall receive the dollar amount specified and agreed
upon in this Agreement for each completed Work Plan task listed in paragraph 5 of this Scope
of Work section.
4.1.1 No additional compensation will be paid for any Work Plan tasks not included in this Scope
of Work section or in excess of the number specified in the Work Plan unless the Work Plan
is modified by mutual agreement of both parties.
4.2 Responsibility of PERFORMING PARTY: A complete work task under this Agreement shall
include all of the general requirements applicable to all affected work task types as listed in
this paragraph and all the requirements specific for each work task type listed paragraph 5 of
this Scope of Work section. In order to receive the compensation set out in Article 5 of this
Agreement, incorporated herein as the"Bases For Calculating Payment,"the PERFORMING
PARTY must fulfill all of the following subparagraphs, including investigation and
enforcement or task handling, direct data entry, and training for each of the relevant work
types listed in paragraph 5 of this Scope of Work section:
4.2.1 Program: PERFORMING PARTY shall implement and conduct a program for each task type
identified in paragraph 5 of this Scope of Work section and conduct the relevant activities
related to those paragraphs. In the process of conducting work under this Agreement, the
PERFORMING PARTY shall comply with the requirements of the most recent applicable
version of the following guidance documents and exhibits:
Guidance Documents:
• Air Program Investigator's Manual,revision approved January 6, 2004. Available
from the T-net at: http://ntcfprd/fod/index.cfm?fuseaction=layouts.airinv
• Open Records Decision No. 391, dated July 26, 1983
• TCEQ Records Management, Chapter 10.
1 1.http://home.tceg.state.tx.us/intemal/admin/it/recordsmgint/recordsmanua1.htmI
• Criteria for Initiation of Formal Enforcement Action for Air, Water, and Waste
Violations, Enforcement Initiation Criteria, Field Operations Division Standard
Operating Procedures (FODSOP) Appendix 3, rev 9.0. Available electronically at:
http://ntcfdev l/fod/index.cfm?fuseaction=layouts.response
• Enforcement Standard Operating Procedures(Enforcement SOP)rev. November 8,
2004. Available as hard copy and as electronic copy on the T-Net at:
h ttp://home.tceq.state.tx.us/cgi-bin/intemal/en forcement/I istofapp.pl
• Field Operations Division Standard Operating Procedures (FODSOP), rev August 1,
2004. Available as hard copy and as electronic copy from the T-Net at:
http://ntcfdevI/fod/index.cfin?fuseaction=Iayouts.divprotocoIs
• Exceptions Report Guidance, rev 1.0. Available as hard copy and electronically from
TCEQ SFG Agreement. Contract No.582-6-74392Page 42 of 59 March 19,2005
the T-Net at: http://home.tceq.state.tx.us/intemal/enforcement/air_inspect/index.htm
• "Format for Air Investigations Reports" memorandum, November 18, 2004. Available
from the T-net at: http://ntcfprd/fod/Documents/ee-report-format-e-mai1.pdf
• Comprehensive Compliance and Enforcement Data System(CCEDS)User Manual.
Available via the CCEDS application or electronically from the T-Net at:
http://home.tceq.state.tx.us/intemal/enforcement/cceds/ccedsug.hhul
• CCEDS Guidance from FODWEB at:
http://ntcfprd/fod/index.cfm?fuseaction=layouts.cceds.cfm
• TCEQ Compliance Monitoring Strategy. Available as hard copy and electronically
from the T-Net at: http://ntcfdevl/fod/index.cfn?fuseaction=layouts.airinv
• Written Exit Interview Implementation Guidance. Available from the T-Net at:
http://ntcfprd/fod/index.cfni?fuseaction=layouts.guidance
• Guidance Document for Field Operations Division Investigations of Complaints.
Available on the T-net at: http://ntcfdevl/fod/index.cfin?fuseaction=layouts.guidance
• Petroleum Storage Tank Facility Investigator's Manual, FODSOP Appendix 29.
Available as hard copy and individual sections on the T-Net at:
http://home.tceq.state.tx.us/cgi-bin/internal/enforcement/fodforms?page=FOD_SOP
• 30 TAC, Chapter 116, Investigation Protocol, rev July 15, 2000
Available as hard copy or electronically from the T-Net at:
http://ntcfdev 1/fod/index.cfm?fuseaction=lavouts.airinv
• OpLeaks Program Investigations Protocol, rev 1.0
Available as hard copy and electronically from the T-Net at:
http://ntcfdev 1/fod/index.cfm?fuseaction=lavouts.airinv
• 30 TAC, Chapter 111, Investigation Protocol, rev 1.0. Available electronically from
the T-Net at: http://ntcfdevl/fod/index.cfm?fuseaction=layouts.airinv
• Oxygenate and Reid Vapor Pressure Test Methods
• Emissions Events Investigations Protocol, Revised November 22, 2004. Available
electronically from the T-Net at: http:/!ntcfdevl/fod/index.cfin?fuseaction=Iayouts.ee
• 30 TAC, Chapter 122, Investigation Protocol, rev July 15, 2000. Available as hard
copy or electronically from the T-Net at:
http://home.tceq.state.tx.us/intemaI/enforcement/air_inspect/index.htm
• Vapor Recovery Test Procedures Handbook,RG-399,November 2002. Available on
the TCEQ web page at:
TCEQ SFG Agreement. Contract No.582-6-74392Page 43 of 59 March 19,2005
http://www.tceq.state.tx.us/comm exec/forms_pubs/pubs/rg/rg-399.htm1
• Stage H portion of the TCEQ Compliance Monitoring Strategy
• Guidance for the Review of Non-Reportable Emissions Events Records Required
Under 30 TAC Chapter 101 (relating to Emissions Event Reporting and Record
keeping Requirements). (04/06/11)Available from the T-net at:
http:Hntcfprd/fod/Documents/non-report-events-memo.l)df
• Authorization for Emissions Under Permit by Rule, 30 TAC Chapter 106. (04/11/05)
Available from the T-net at: http://ntcford/fod/Documents/permit-by-rule-memo.pdf
• Updated Guidance for Determining Maximum Allowable Operating Rates and
Requesting a Retest. (02/21/05)Available by hard copy.
Exhibits:
• Exhibit A-21: Local Air Program Work Plan
• Exhibit A-22: Work Plan Pricing Matrix
• Exhibit A-23: Investigation Typecode Definitions
4.2.2 Work Plan Activities
4.2.2.1 The PERFORMING PARTY will prepare and submit a detailed proposed
Work Plan in the form of Exhibit A-21. When developing the Work Plan the
PERFORMING PARTY shall select the number and type of investigations
consistent with the Compliance Monitoring Strategy of the TCEQ effecting
maximum benefit for air pollution control consistent with TCEQ objectives.
Planned investigations conducted at the same site in successive fiscal years
may only be scheduled for such repeat planned investigations where the
Compliance Monitoring Strategy requires such or after prior approval by the
TCEQ. TCEQ may approve of all or part of the activities proposed in the
submitted Work Plan. Approval will be in the form of a written Notice to
Proceed that will document the portion of the Work Plan that was approved.
Upon approval, PERFORMING PARTY may recover reimbursable costs for
the completion of approved Work Plan activities.
4.2.2.2 The PERFORMING PARTY shall plan for and conduct the number and type
of Work Plan activities as identified in the Notice to Proceed for the
respective local program. The parties to this Agreement may provide for
fewer investigations or activities, or a smaller percentage of investigations or
activities, or investigations or activities of different types by making a Minor
Change or Written Amendment, as appropriate, to the work plan.
4.2.3 Maintain Lists of Sources. The Performing party shall develop and maintain a census
of sources subject to recurring planned investigations resulting from applying the
Compliance Monitoring Strategy for the Air and Waste Programs.
TCEQ SFG Agreement. Contract No.582-6-74392Page 44 of 59 March 19,2005
4.2.3.1 Sources of Interest to EPA. For air pollution control subject sources, the
census shall include those sources which meet the definition of"Sources of
Interest to the EPA"as defined in the General Conditions of this Agreement.
The PERFORMING PARTY and the TCEQ agree that the List of Sources of
Interest to the EPA contained in the Notice to Proceed for the appropriate
local program constitutes the list of sources subject to this investigation and
enforcement program. The PERFORMING PARTY and the TCEQ agree that
those sources marked as scheduled for an ANBI, OPCC,UML2,NSR1,
NSR2, and NSR3 in that same Notice to Proceed will constitute the sources to
be investigated for the fiscal year, and the type of investigation that will be
performed on those sources for the fiscal year.No additional compensation
will be paid for any ANBI, OPCC, UML2,NSR1,NSR2, and NSR3
investigations conducted at sources not listed in the Notice to Proceed unless
the list is modified via a Minor Change to this Agreement. No modification in
the type of investigation conducted at the sources during the fiscal year, as
identified in the Notice to Proceed, may be made except through a Minor
Change to this Agreement.
By May I"of each fiscal year of this Agreement, the PERFORMING PARTY
must provide an updated list of Sources of Interest to the EPA to the TCEQ.
Such a list shall identify any changes to existing sources on the list in the
Notice to Proceed,and propose any new sources that should be added to that
list along with an explanation of why such changes should be made.
4.2.3.2 Reid Vapor Pressure or Oxygenate Requirements.The census shall include
those sources subject to a 100% inspection commitment annually, such as
sources subject to Reid Vapor Pressure or Oxygenate sampling requirements.
4.2.3.3 Stage H.The PERFORMING PARTY shall identify and submit a list to
TCEQ identifying those motor vehicle fuel dispensing facilities within the
PERFORMING PARTY'S territorial jurisdiction where Stage H vapor
recovery equipment is required pursuant to the TCEQ rules (30 TAC
§§115.221 — 115.229 and §§115.241 — 115.249).The census of these sources
shall be utilized when developing and implementing Work Plans, and
therefore should be maintained as the fiscal year progresses,but must be as
accurate as possible prior to Work Plan development in any given fiscal year.
A listing of Stage II facilities which were newly identified or which were
identified as closed or no longer in business shall be created and updated and
maintained quarterly by the PERFORMING PARTY. The listing shall
include the total number identified during the calendar quarter and the
cumulative number identified since the beginning of the fiscal year covered
by this Agreement.
4.2.4 Reserved.
4.2.5 Enforcement:
TCEQ SFG Agreement. Contract No.582-6-74392Page 45 of 59 M trek 19,101r
4.2.5.1 The PERFORMING PARTY shall issue Notices of Violations (NOVs) and
initiate appropriate enforcement actions on all violations detected during any
Work Plan related investigation for which the performing party is responsible,
even when violations are discovered at the site that may be unrelated to the
primary purpose of the investigation being conducted.
4.2.5.2 The PERFORMING PARTY shall refer cases requiring consideration for
enforcement action to the TCEQ within sixty(60)days from the last day of
the investigation in which the violation was detected unless an otherwise
specifically identified deadline is established in the exhibits or Agreement
documents for the enforcement action and related investigation type.
4.2.5.3 PERFORMING PARTY and TCEQ shall agree to an Addendum to this
Agreement that will establish the process the PERFORMING PARTY and
TCEQ will use to address and resolve violations detected during Work Plan
related investigations. This Addendum will address the process to be used to
resolve cases and mitigate the issues. The process would include a protocol
for the PERFORMING PARTY to notify TCEQ of its interest in pursuing
enforcement under Texas Water Code §7.351 and the factors that would be
considered by the TCEQ in determining whether to support such
enforcement. The PERFORMING PARTY shall not pursue enforcement if
the TCEQ is pursing enforcement in the same matter. In consideration of the
parties' commitment to develop this Addendum,the PERFORMING PARTY
will not pursue any enforcement action without the review and consent of the
TCEQ, until the parties agree to the Addendum, at which point the Addendum
will control the actions of the parties.
4.2.6 Reserved.
4.2.7 Database Usage. Unless otherwise specifically directed, all investigation and
enforcement tasks performed under this Agreement shall be documented in CCEDS in
a manner consistent with the various guidance documents created for that purpose
related to investigations, enforcement, CCEDS,FODSOP, and EnfSOP. In addition,
all incidents reported to the PERFORMING PARTY shall be documented in CCEDS
in the manner required by the investigation protocols related to the incident type and
by the CCEDS manual. Data entry of all required enforcement and investigation data
into CCEDS shall be an ongoing requirement through out the term of this Agreement.
4.2.7.1 Mutual Obligations of Parties related to CCEDS:
4.2.7.1.1 TCEQ Support:
• The TCEQ shall provide phone support(512-239-6231), as outlined
in the CCEDS User Manual during normal business hours to guide
PERFORMING PARTY'S technical personnel in trouble-shooting
network and application issues.
• The TCEQ shall provide the appropriate level of technical support,
including but not limited to, on-site support to facilitate the timely
correction of technical problems, to facilitate the PERFORMING
PARTY in the completion of data entry and reporting obligations.
TCEQ SFG Agreement. Contract No. 582-6-74392Pa¢e 46 of 59 March 19,2005
• TCEQ is responsible for the installation, termination and maintenance
of the data circuit from TCEQ to the Point of Presence at the Local
Programs site. TCEQ is responsible for terminating the circuit into
the local router. Local router is owned, operated and maintained by
TCEQ.
• The TCEQ shall configure all TCEQ network software to TCEQ
standards.
• The TCEQ shall provide information on the TCEQ WAN and
applications to the PERFORMING PARTY as needed.
4.2.7.1.2 PERFORMING PARTY support:
• The PERFORMING PARTY is responsible for extension of
connectivity from the local router to an ethernet switch and
distribution on a local area network to each workstation.
• The PERFORMING PARTY shall configure all network hardware
and software on the segment of their network connected to the TCEQ
WAN in order to maintain compatibility with TCEQ standards and to
assure that TCEQ applications can properly operate on the network
segment.
• The PERFORMING PARTY network segment connected to the
TCEQ WAN will be a separate and distinct network with no
connections to other LANs,WANs or data circuits.
• The PERFORMING PARTY shall provide a primary and secondary
automation point of contact,who shall be responsible for security of
the network and equipment used by PERFORMING PARTY staff,
responding to TCEQ inquiries,requests for network assistance and
communicating automation questions and/or problems to the TCEQ
WAN manager or TCEQ Automation staff.
• The PERFORMING PARTY shall allow TCEQ technical staff
physical and electronic, and logical network access for application
support and security monitoring.
• The PERFORMING PARTY shall obtain approval from the TCEQ
Regional LAN Support Supervisor(Becky Schiffel,
bschiffe@tceq.state.tx.us or at (512)239-6034)prior to making
network segment configuration changes that may negatively impact
access to the TCEQ WAN or the TCEQ applications.
4.2.7.2 Reserved.
4.2.7.3 Quality and Timeliness: Timely,accurate,and complete data entry related to
all Work Plan items is essential to completion of the work, and must be
accomplished in accordance with the Agreement and relevant guidance
documents. The data entry and/or submission of reports delayed by the
PERFORMING PARTY due to the unavailability of TCEQ data systems
when the unavailability is due to the TCEQ systems shall not be deemed
TC V0 CFG Avreement. C ontrnet Nn.5R2—A-74392Pa9e 47 of 59 March 19.2005
untimely and/or deficient.
4.2.7.4 Database Training. The PERFORMING PARTY shall attend TCEQ-
sponsored database application training on an as-scheduled basis. It shall be
the responsibility of the PERFORMING PARTY to ensure that its staff is
adequately trained and qualified in order to perform designated tasks.
4.2.8 Monthly Reporting. On a monthly basis, the PERFORMING PARTY shall provide
the appropriate TCEQ Project Regional Representative with an original copy of each
approved investigation report or enforcement referral package. In addition, the
PERFORMING PARTY shall provide a report on the accomplishment of each of the
tasks identified as deliverable by the PERFORMING PARTY in Exhibit A-21. The
PERFORMING PARTY shall provide this documentation within seven (7) working
days after the end of each calendar month of the fiscal years for which this Agreement
is in effect. Where the information necessary to complete the monthly Work Plan
task progress reports is required to reside in CCEDS or other TCEQ data systems, the
reports may be generated from that data. Where possible, Crystal Reports will be the
preferred mechanism of generating the reports and as they are developed, will be an
acceptable mechanism of providing the reports. The monthly reporting must contain
at least the following elements:
4.2.8.1 A summary report of progress against the Work Plan specifying the number
and type of Work Plan activities approved for the month, and a year-to-date
listing of progress for each Work Plan type listed in the Scope of Work
Section showing both activities performed, and activities completed and
approved. The listing of activities approved for the month shall include
sources investigated by name, regulated entity number, and investigation type
code.
4.2.8.2 A listing of any Work Plan revision(s) detailing changes that have been made
in the Work Plan for the month and indicating the approval date and
approving parties of each change. Properly executed minor or major
amendments may suffice for this section of the report.
4.2.8.3 A listing by type of enforcement initiated (NOV or NOES) during the month.
For each activity initiated, indicate the type of enforcement activity initiated,
the rules violated, and the resolution of each enforcement action initiated.
4.2.8.4 A listing of each Work Plan task approved more than thirty (30) days after the
required deadline and an explanation of why that delay occurred, and what
action has been implemented to minimize recurrence of similar delays.
4.2.8.5 Investigation Reports or activity results: The PERFORMING PARTY shall
submit an original hard copy of each investigation report and any associated
or referenced attachments approved during the month. Enforcement referral
packages (including any work product referenced attachments) approved
during the month will be forwarded to the TCEQ in accordance with
paragraph 4.2.5 of this Scope of Work section.
TCEQ SFG Agreement. Contract No.582-6-74392Page 48 of 59 March 19,2005
1
4.2.8.6 The monthly report will also include additional reporting as may be listed in
each of paragraph 5 of this Scope of Work section.
4.2.8.7 Exceptions and Deadlines. The PERFORMING PARTY will include a
section in the monthly report detailing each of the following:
4.2.8.7.1 the identification of each enforcement action that was
untimely and an explanation for the untimeliness, including
the identification of any violation situation indicated to
include a High Priority Violation(HPV) that has not or will
likely not meet the timeliness requirements.
4.2.8.7.2 the identification of, and response to, any enforcement
exceptions requests made pursuant to the enforcement
exception request process described in the Criteria for
Initiation of Formal Enforcement Action for Air, Water, and
Waste Violations, Enforcement Initiation Criteria, FODSOP
Appendix 3.
4.2.9 Quarterly Reporting.
4.2.9.1 The PERFORMING PARTY shall provide a listing of newly identified Stage
II facilities or Stage II facilities which were identified as closed or no longer
in business. This listing shall be created and updated and maintained quarterly
by the PERFORMING PARTY. The listing shall include the total number of
facilities identified during the calendar quarter and the cumulative number
identified since the beginning of the fiscal year covered by this Agreement.
4.2.9.2 The PERFORMING PARTY shall provide the TCEQ a current organizational
chart each quarter to the Project Manager. This chart shall delineate,by name
and title, all staff utilized to complete the requirements of this contract.
4.2.10 Training and qualification for investigators may include, but is not limited to:
4.2.10.1 Annual TCEQ Air Investigators Training or Annual PST Stage II
Training, as appropriate.
4.2.10.2 Visible Emissions Evaluator's Certification (required for
investigators who will be making opacity readings using EPA Method
9).
4.2.10.3 Training related to TCEQ database use when available.
4.2.10.4 Training and certification of Emissions Evaluators performing stack
test pretest meetings, observations and report reviews.
It shall be the responsibility of the PERFORMING PARTY to identify and obtain any
necessary safety training.
TCEQ SFG Agreement. Contract No.582-6-74392Page 49 of 59 ,
vppJ16Y I����q�p��U
4.2.11 Managers or manager-appointed representatives for the PERFORMING PARTY shall
attend TCEQ-sponsored Local Program Managers' Meetings in Austin,Texas, on an
as-scheduled basis.
5. Required Investigation and Enforcement programs:
A complete task under each of these items shall include all of the general requirements of paragraph 4
of this Scope of Work Section and additionally any specific guidance listed below.
5.1 ANBI: CCI investigations at sources of interest to the EPA
5.2 NMNC: Non-Major Non-Checklisted Source CCI Investigations
5.3 NMCL: Non-Major Checklisted Source CCI Investigations
5.4 CMPL: Complaint Investigations
5.4.1 List of Sources. The PERFORMING PARTY shall respond to all citizen air pollution
complaints within its jurisdiction received or referred to it in a time frame at least as
quickly as that required in the "Incident Guidance" section of FODSOP. Any
investigation performed which is not required by the Exhibits listed in this section or
policy shall be considered outside the scope of this Agreement. However, if a
violation is detected, it may be referred to TCEQ for consideration of enforcement
action, where appropriate.
5.4.2 Disclosure of Confidential Information. The PERFORMING PARTY shall protect
from disclosure information regarding the identity of a complainant to the extent
allowed by the Texas Public Information Act, Govt. Code Chapter 552. (See also
Guidance Document, Attorney General of Texas Open Records Decision No. 391
(1983)). In the event that information which tends to identify a complainant is
requested pursuant to the Texas Public Information Act, PERFORMING PARTY
shall seek to protect that information through a request for opinion of the Attorney
General's Office. The PERFORMING PARTY shall also maintain an information
file about each complaint filed with the PERFORMING PARTY.
5.4.3 Special Reporting.
5.4.3.1 In accordance with Section 5.177 of the Water Code, the PERFORMING
PARTY shall provide to complainants a quarterly status report for any
unresolved written complaint received from within its jurisdiction.
5.4.3.2 The PERFORMING PARTY shall make available to the TCEQ, monthly and
upon request, information regarding the investigation and handling of Stage H
vapor recovery related complaints.
5.4.3.3 The PERFORMING PARTY shall include both the number of citizen air
program and Stage H program complaints received in the month covered by
the report and cumulative for the year.
TCEQ SFG Agreement. Contract No.582-6-74392Page 50 of 59 March 19,2005
5.4.4 Coordination with TCEQ. The PERFORMING PARTY shall immediately coordinate
with the appropriate TCEQ regional office and, as necessary,the Office of
Compliance &Enforcement, Enforcement Division, on action to respond to any
complaints that are substantial in terms of concentration,duration, or potential health
impacts.
5.4.5 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
and initiate the enforcement action on all cases of nuisance,confirmed complaints, or
any other violations of state air pollution laws or rules detected during a complaint
investigation, as required by the most recent version of each of the exhibits previously
cited in Item 4.2.1 of this Scope of Work section.
5.4.6 Information Access. The PERFORMING PARTY shall make available to the TCEQ,
upon request, information regarding the investigation and handling of complaints.
Available information shall include the number of citizen air pollution complaints
investigated by the PERFORMING PARTY each month.
5.4.7 Timeliness of Data Entry. The PERFORMING PARTY shall enter all complaints
information into CCEDS as soon as practical after receiving the complaint.
5.4.8 Training. Complaint Coordinator Training, when provided by the TCEQ is required
for appropriate staff and a manager,as changes may affect handling procedures.
5.5 PMSI and POSI: Permit Site Review Investigations (Stationary and Portable
permits respectively)
5.5.1 Special Reporting. In addition to the data entry requirements listed in paragraph 4 of
this part, response to these investigations will also include reporting to the Air
Permits program in the manner described in the referenced guidance documents.
5.6 PMPR: Permit Provisions Review Investigations
5.6.1 Special Reporting. In addition to the data entry requirements listed in paragraph 4 of
this part,response to these investigations will also include reporting to the Air
Permits program in the manner described in the referenced guidance documents.
5.7 RCSP:Review of a request for authorization under Tier 11 of the standard permit
for temporary rock crushers.
5.7.1 Special Reporting. In addition to the data entry requirements listed in paragraph 4 of
this part, response to these investigations will also include reporting to the Air
Permits program in the manner described in the referenced guidance documents.
5.8 NSR1: On-Site NSR Level 1 review of all preconstruction authorizations at a
source of interest to EPA.
TCEQ SFG Agreement. Contract No.582-6-74392Page 51 of 59
5.8.1 Special Equipment. It shall be the responsibility of the PERFORMING PARTY to
acquire and maintain the special equipment identified in the Special Investigation
Training and Equipment Costs table of Exhibit A-21.
5.9 NSR2: On-Site NSR Level 2 permits review limited to flexible permits.
5.9.1 Special Equipment. It shall be the responsibility of the PERFORMING PARTY to
acquire and maintain the special equipment identified in the Special Investigation
Training and Equipment Costs table of Exhibit A-21.
5.10 NSR3: On-Site NSR Level 3 In-depth investigation of preconstruction
authorization, determining VOC emissions from Organic Process Leaks
(OpLeaks) from cooling towers or component leak detection and repair programs
5.10.1 Special Equipment. It shall be the responsibility of the PERFORMING PARTY to
acquire and maintain the special equipment identified in the Special Investigation
Training and Equipment Costs table of Exhibit A-21.
5.11 MNSR: Same as an NSR1, except not at a source of interest to EPA.
5.11.1 Special Equipment. It shall be the responsibility of the PERFORMING PARTY to
acquire and maintain the special equipment identified in the Special Investigation
Training and Equipment Costs table of Exhibit A-21.
5.12 BURN: Investigations related to outdoor burning and burning approval
5.12.1 Response to Events. The PERFORMING PARTY shall conduct Investigations
related to outdoor burning within its jurisdiction received or referred to it as
expeditiously as possible.
5.13 FI: NOV Followup Investigations
5.14 ENF FI: Agreed Order followup Investigations
5.14.1 Response to Events. The PERFORMING PARTY shall conduct any ENT FI
Investigations within its jurisdiction received or referred to it in a timely
manner.
5.15 BD04: Investigation of vehicle emissions controls at used car lots
5.16 BD14: Fuel Oxygenate Determination Investigations
5.17 BD05-RVP: Determination of Gasoline Reid Vapor Pressure Investigations
5.18 UML1: Level 1 Emissions Events Investigation of a Single Event (or related events)
requiring immediate on-site response.
TCEQ SFG Agreement. Contract No.582-6-74392Page 52 of 59 March 19,2005
5.18.1 Lists of Sources. The PERFORMING PARTY shall respond to all notifications for
UML1 and UML3 Investigations within its jurisdiction consistent with the
requirements outlined in the protocols for these type of investigations.
5.18.2 Scope of Investigation. A complete UML1 Investigation involves either a single
event or may involve several related events that occurred over a finite span of time at
a given site.
5.18.3 Coordination with TCEQ. The PERFORMING PARTY shall immediately coordinate
with the appropriate TCEQ regional office and, as necessary, the Office of
Compliance &Enforcement, Enforcement Division, on action to respond to any
Emissions Events or Scheduled Maintenance, Startup, or Shutdown activities that are
substantial in terms of concentration, duration, or potential health impacts, or that
meet the criteria of a UML 1 investigation.
5.18.4 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
and initiate the enforcement action on all cases of nuisance or any other violations of
state air pollution laws or rules detected during an UML1 investigation, as required by
the most recent version of each of the exhibits previously cited in Item 4.2.1 of this
Scope of Work Section.
5.18.5 Timeliness of Data Entry. The PERFORMING PARTY shall enter all Emissions
Events or Scheduled Maintenance, Startup, or Shutdown information into CCEDS as
soon as practical after receiving the notification.
3.18.6 Training. Emissions Events training, when provided by the TCEQ is required for
appropriate staff and a manager, as changes may affect handling procedures.
5.19 UML2: Level 2 Emissions Events Investigations of all emissions events, scheduled
maintenance, startup,and shutdowns, and excess opacity only events for an
entire site for the previous 12-month period.
5.19.1 Scope of Investigation. A complete Level 2 Emissions Event Investigation at a given
site shall include the review of all Emissions Events or Scheduled Maintenance,
Startup, or Shutdown activities related to that site for at least the 12 months preceding
the investigation.
5.19.2 Training. Emissions Events training, when provided by the TCEQ is required for
appropriate staff and a manager, as changes may affect handling procedures.
5.20 UML3: Level 3 Emissions Events Investigation of an emissions event or scheduled
maintenance,startup, or shutdown activity not requiring immediate on-site
response.
5.20.1 Lists of Sources. The PERFORMING PARTY shall respond to all notifications for
UML3 Investigations within its jurisdiction consistent with the requirements outlined
TCEQ SFG Agreement. Contract No.582-6-74392Page 53 of 59 March 19,2005
in the protocols for these type of investigations.
5.20.2 Scope of Investigation. A complete UML1 or UML3 Investigation involves either a
single event or may involve several related events that occurred over a finite span of
time at a given site.
5.20.3 Coordination with TCEQ. The PERFORMING PARTY shall immediately coordinate
with the appropriate TCEQ regional office and, as necessary, the Office of
Compliance &Enforcement, Enforcement Division, on action to respond to any
Emissions Events or Scheduled Maintenance, Startup, or Shutdown activities that are
substantial in terms of concentration, duration, or potential health impacts, or that
meet the criteria of a UML1 investigation.
5.20.4 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
and initiate the enforcement action on all cases of nuisance or any other violations of
state air pollution laws or rules detected during an UML3 investigation, as required by
the most recent version of each of the exhibits previously cited in Item 4.2.1 of this
Scope of Work Section.
5.20.5 Timeliness of Data Entry. The PERFORMING PARTY shall enter all Emissions
Events or Scheduled Maintenance, Startup,or Shutdown information into CCEDS as
soon as practical after receiving the notification.
5.20.6 Training. Emissions Events training, when provided by the TCEQ is required for
appropriate staff and a manager, as changes may affect handling procedures.
5.21 RPCAP: Review of a proposed Corrective Action Plan (CAP) or letter of intent (LOI) as
a response to a finding of an excessive emissions event determination by the
Executive Director.
5.21.1 Scope of Investigation. The scope of the investigation is outlined in the protocol for
this investigation type. The TCEQ Executive Director reserves the authority to
approve or deny any CAP or Permit Request to address excessive emissions events.
Therefore,the PERFORMING PARTY may neither approve nor deny CAPs,but
rather, they must make a recommendation, in writing,to the TCEQ regional office on
approval or denial of such a plan or permitting request. Where this issue arises,the
PERFORMING PARTY will work in conjunction with the appropriate TCEQ Air
Section Manager or his/her designee for handling CAPS or CAP denials for a timely
resolution of the situation.
5.22 CAPC: Compliance Investigation of an approved CAP.
5.23 CHRONC: On-site follow-up compliance investigation following a chronic finding by
the Commission.
5.24 RCHRON: Review to determine whether a site experiencing excessive emissions events
is chronic.
TCEQ SFG Agreement. Contract No.582-6-74392Page 54 of 59 March 19,2005
5.24.1 Scope of Investigation. The scope of the investigation is outlined in the protocol for
this investigation type. The Commission reserves the authority to issue, based on
determinations made by the Executive Director, orders finding that a site has chronic
excessive emissions events. Therefore, the PERFORMING PARTY must make a
recommendation, in writing, to the TCEQ regional office on forwarding such
findings. The PERFORMING PARTY will work in conjunction with the appropriate
TCEQ Air Section Manager or his/her designee for initiating chronic excessive
emissions events recommendations.
5.25 OPCC: In-Office Permit Compliance Certification Review.
5.26 INES: Investigations related to reviewing reports received from sources subject to the
National Emissions Standards for Hazardous Air Pollutants (NESHAPs,40 CFR
61).
5.26.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it consistent with the plan of
reviewing such reports received as described in the referenced guidance documents.
5.27 INSP: Investigations related to reviewing reports received from sources subject to the
New Source Performance Standards (HSPS,40 CFR 60).
5.27.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it consistent with the plan of
reviewing such reports received as described in the referenced guidance documents.
5.28 RR07: Investigations related to reviewing reports received from sources subject to 30
TAC 117,related to Nitrogen Oxide requirements.
5.28.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it consistent with the plan of
reviewing such reports received as described in the referenced guidance documents.
5.29 RRGR: Investigations related to reviewing reports received from sources subject to any
other air related requirement not otherwise listed specifically in the Work Plan.
including,but not Limited to 30 TAC 115,related to Control of Volatile Organic
Compounds,30 TAC 106, related to Permits by Rule, or 30 TAC 116, related to
Permits.
5.29.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it consistent with the plan of
reviewing such reports received as described in the referenced guidance documents.
5.30 RR63: Review of compliance related reports driven by Maximum Achievable Control
Technology standards (MACT,40 CFR 63).
5.30.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it consistent with the plan of
TCEQ SFG Agreement. Contract No.582-6-74392Page 55 of 59 March 19,2005
reviewing such reports received as described in the referenced guidance documents.
5.31 PRES: Pre-test meeting investigations.
5.31.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it as expeditiously as
possible.
5.31.2 Training. No work of this type will be performed unless the work is conducted by a
person who has successfully completed the Emissions Evaluator Certification test as
administered by the TCEQ unless that person is working directly under the guidance
of persons specifically designated by the TCEQ.
5.32 OBPT/OBCC: Observation of Performance Test or CEM Certification test,
respectively.
5.32.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it as expeditiously as
possible.
5.32.2 Training. No work of this type will be performed unless the work is conducted by a
person who has successfully completed the Emissions Evaluator Certification test as
administered by the TCEQ unless that person is working directly under the guidance
of persons specifically designated by the TCEQ.
5.33 RPFT: Review of Stack Test report
5.33.1 Response to Events. The PERFORMING PARTY shall conduct investigations of the
listed types within its jurisdiction received or referred to it as expeditiously as
possible.
5.33.2 Training. No work of this type will be performed unless the work is conducted by a
person who has successfully completed the Emissions Evaluator Certification test as
administered by the TCEQ unless that person is working directly under the guidance
of persons specifically designated by the TCEQ.
5.34 Stage II System Test Observations
5.34.1 The Stage II Vapor Recovery investigation and enforcement program includes
investigation and enforcement with respect to both Stage I and Stage II vapor
recovery equipment and requirements at motor vehicle fuel dispensing facilities
where Stage H vapor recovery equipment is required.
5.34.2 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
and initiate the enforcement action on all cases of nuisance, confirmed complaints,or
any other violations of state air pollution laws or rules detected during a complaint
investigation, as required by the most recent version of each of the exhibits previously
cited in Paragraph 4.2.1 of this Scope of Work section.
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5.34.3 Timeliness of Data Entry. The PERFORMING PARTY shall enter all Stage I and
Stage II investigation information into CCEDS within the time frames specified in the
relevant exhibits.
5.34.4 Training and Committee Participation. Investigators conducting Stage I and II Vapor
Recovery work shall attend the TCEQ-sponsored Stage II Vapor Recovery Annual
Training or Stage II Committee meetings on an as-scheduled basis.
5.35 Stage II Compliance Evaluation Investigations(CEI)
5.35.1 The Stage II Vapor Recovery investigation and enforcement program includes
investigation and enforcement with respect to both Stage I and Stage II vapor
recovery equipment and requirements at motor vehicle fuel dispensing facilities
where Stage II vapor recovery equipment is required.
5.35.2 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
and initiate the enforcement action on all cases of nuisance, confirmed complaints,or
any other violations of state air pollution laws or rules detected during a complaint
investigation, as required by the most recent version of each of the exhibits previously
cited in Paragraph 4.2.1 of this Scope of Work section.
5.35.3 Timeliness of Data Entry. The PERFORMING PARTY shall enter all Stage I and
Stage II investigation information into CCEDS within the time frames specified in the
relevant exhibits.
5.35.4 Training and Committee Participation. Investigators conducting Stage I and II Vapor
Recovery work shall attend the TCEQ-sponsored Stage II Vapor Recovery Annual
Training or Stage II Committee meetings on an as-scheduled basis.
5.36 Stage II Followup Investigations
5.36.1 The Stage II Vapor Recovery investigation and enforcement program includes
investigation and enforcement with respect to both Stage I and Stage II vapor
recovery equipment and requirements at motor vehicle fuel dispensing facilities
where Stage II vapor recovery equipment is required.
5.36.2 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
an4initiate the enforcement action on all cases of nuisance, confirmed complaints, or
any other violations of state air pollution laws or rules detected during a complaint
investigation, as required by the most recent version of each of the exhibits previously
cited in Paragraph 4.2.1 of this Scope of Work section.
5.36.3 Timeliness of Data Entry. The PERFORMING PARTY shall enter all Stage I and
Stage II investigation information into CCEDS within the time frames specified in the
relevant exhibits.
5.36.4 Training and Committee Participation. Investigators conducting Stage I and II Vapor
TCEQ SFG Agreement. Contract No.582-6-74392Page 57 of 59 March 19,2005
Recovery work shall attend the TCEQ-sponsored Stage II Vapor Recovery Annual
Training or Stage II Committee meetings on an as-scheduled basis.
5.37 Stage H Record Review Investigations
5.37.1 The Stage II Vapor Recovery investigation and enforcement program includes
investigation and enforcement with respect to both Stage I and Stage II vapor
recovery equipment and requirements at motor vehicle fuel dispensing facilities
where Stage II vapor recovery equipment is required.
5.37.2 Violations Detected. The PERFORMING PARTY shall issue a notice of violation
and initiate the enforcement action on all cases of nuisance, confirmed complaints, or
any other violations of state air pollution laws or rules detected during a complaint
investigation, as required by the most recent version of each of the exhibits previously
cited in Paragraph 4.2.1 of this Scope of Work section.
5.37.3 Timeliness of Data Entry. The PERFORMING PARTY shall enter all Stage I and
Stage II investigation information into CCEDS within the time frames specified in the
relevant exhibits.
5.37.4 Training and Committee Participation. Investigators conducting Stage I and II Vapor
Recovery work shall attend the TCEQ-sponsored Stage II Vapor Recovery Annual
Training or Stage II Committee meetings on an as-scheduled basis.
5.38 Issuance of Notices of Violations
5.38.1 Response to Events. The PERFORMING PARTY shall conduct complete
enforcement activities within the time frames established in the various investigation
protocols,being particularly careful to meet any enforcement driven deadlines related
to EPA's High Priority Violation (HPV)policy that are reflected in the various
investigation and enforcement exhibits.
5.39 Enforcement Case Development,Issuance of Notice of Enforcement and Enforcement
Referral
5.39.1 Response to Events. The PERFORMING PARTY shall conduct complete
enforcementlactivities within the time frames established in the various investigation
protocols,being particularly careful to meet any enforcement driven deadlines related
to EPA's High Priority Violation(HPV) policy that are reflected in the various
investigation and enforcement exhibits.
5.40 Investigation Quality Review Activities
5.40.1 It is recognized that the PERFORMING PARTY is responsible for the development
of their own Investigation Quality Review program, and suggests the guidelines listed
in paragraph 4.2.1 of this Scope of Work section may be followed by the
PERFORMING PARTY when implementing their program:
TCEQ SFG Agreement. Contract No.582-6-74392Page 58 of 59 hin eh 19,2006
1,f Fi �f Y�t
5.40.2 Reporting. In a separate section of the monthly report required under paragraph 4.2.8
of this Scope of Work section,provide a listing of the activities performed under this
task for the month.
5.41 Special Investigation Training/Equipment
5.41.1 A complete task under this paragraph shall include all of the general requirements of
paragraph 4 of this Scope of Work section and additionally:
Exhibit A-21: Local Air Program Work Plan, specifically the TRNG_EQUIP table,
Table 4, of the exhibit.
5.41.2 Level of Effort. The PERFORMING PARTY and the TCEQ agree that the level of
effort reflected in the participation in required training and purchase of required
equipment identified in the TNRG_EQUIP table of Exhibit A-21 related to this
activity for the local program shall constitute the initial Work Plan for this program.
5.41.3 Provide a section in the monthly report indicating training received under this task
and progress made in acquiring any equipment.
END OF
SCOPE OF WORK SECTION
TCEQ SFG Agreement. Contract No. 582-6-74392Page 59 of 59 March 19,2005
FORM B-1
TCEQ HUB PROGRESS ASSESSMENT REPORT (PAR)
TCEQ HUB Progress Assessment Report(PAR)
Part A.Identifying Information.
1,TCEQ Contract No.: 2.Your Invoice No.
3.Work Order No.(if applicable) 4.For work completed between / / and
5.Prime Contractor("You"): 6.Prime Contractor Vendor ID ii:
7.Contact: 8.Phone:( )
9.Is the Prime Contractor a Texas certified HUB and performing at least 25%of the total value of the contract? Yes_ No—
.Part
o_.Part B.Current Invoice FOR HUB and/or Non-HUB Subcontracting Information.
10. a Check box if no HUB and/or Non-HUB subcontractors have been used this period,otherwise fill out below listed table:
Value of this subcontractor's
Name and Address of HUB Type of participation for this invoicing
and/or Non-HUB Subcontractor Vendor ID No. HUB Provided": period
❑MBE ❑Services $
❑WBE ❑Commodities
❑MBE ❑Services $
❑WBE ❑Commodities
❑NIBE ❑Services $
❑WBE ❑Commodities
7–Total $
•If subcontractor's services include both labor and materials,check"services"only.
Note:If you need room to list more subcontractors,enter this information on a plain sheet of paper and attach it to this form.
11.Total of current invoice: $
12.Total of current invoices from certified HUB subcontractors: $
13.Percent of HUB expenditures for this invoice: %
(line 12=line 11)x 100
Part C.Total Contract/HUB Subcontracting Information
14.Total amount invoiced to date: $
15.Total invoiced from certified HUB Subcontractors to date: $
16. Percent of HUB invoices for total contract to date: %
(line 15_line 14)x100
17.HUB subcontracting goal for this contract: %
Part D.Affirmation.The information provided on this form is complete and correct. You or our representative must sign here:
18.Name: Signature 19.Date:
Part E.Other Information.For TCEQ use only. (Project manager. Conspide this box and si
Type of funding: ❑State ❑Federal ❑Both Date In: / / PCA Code(s)
Check if prime contractor is one of the following: Printed Name:
❑River Authority ❑Interlocal
Index: COB?: Signature:
G e n e ra I Information 4.For work completed between-Enter the period of time in which the work
covered by these invoices was carried out
Wurpose of this form is to help the Texas Commission on Environmental 5.Prime Contractor-Enter the name of the contractor to which we awarded this
ty(ICEQ;`Sts")to track the value of business we do with Texas-certified contracL
"historically underutilized businesses"(HUBS)and federally designated"minority.
or woman-owned business enterprises"(MWBEs}In this form,the acronym 6. Prime Contractor Vendor ID#-Enter the 11-digit vendor identification
"HUB"refers to both of these classes of businesses. number the Comptroller of Public Accounts has assigned the prime contractor.
Do I Have to Complete This Form? 7. Contact-Enter the name of the person authorized to complete this form for the
If we have awarded you a contract to provide us with professional services,other prime contractor.We will contact this person if we have any questions about the
services,or commodities and your contract contains a subcontracting plan,then you information you have provided on this form.
must complete this form each time you submit an invoice or set of invoices to
us-moven ifno subcontracting occurred during the period covered by these 8. Phone-Enter the phone number at which we can reach the contact person
invoices. named in Item 7.
If you an a HUB,you must perform at least 25 percent of the total value of the 9. Indicate"Yes"or"No".
contract with your own or leased employees as defined by the Internal Revenue
Service in order for the agency to receive 100 percent HUB credit for the entire 10.HUB and/or Non-HUB Subcontractor Information-First column—Enter
contrail.You may subcontract more than 75 percent of the contract with HUBS or the complete name and address of each subcontractor.Enter information about this
non-HUB subcontractors,but you must report to us the value—both dollar amount subcontractor in the remaining columns of this row.Check box if no subcontractors
and percentage--of your contract that was actually performed by you and your were used during this invoicing period.
subcontractors during each invoicing period.
Second column—Enter the 13-digit vendor identification number the Comptroller
Where Do 1 Turn This Form In? of Public Accounts has assigned to this HUB subcontractor.
When you have completed this form,attach it to your invoices and submit it to our
project manager for your contract, Third column—You have three options:
• If this subcontractor is a minority-owned business enterprise,check
Where Can I Get More Answers? "MBE."
If you have any other questions,call the project manager named on your contract or • If this subcontractor is a woman-owned business enterprise,check
our HUB Program Director:(512/239-1273). "WBE."
• If this subcontractor qualifies as both an MBE and a WBE,check both
Definitions boxes.
These brief definitions may help you complete this form For terms where a full Fourth column—Indicate,by checking the appropriate box,whether the
legal definition may be helpful,we have cited the rule or law that gives that subcontractor provided services or commodities.(If both,check"services"
definition.. only.)
Frflh column—Enter the total of all invoices attached for this HUB subcontractor.
Commodities--materials,supplies,or equipment.May include consumable
articles(for example,office supplies)or durable items(for example,computers, 11.Total of current invoice-Enter the total of the Prime Contractor's current
furniture,or equipment). invoice.
Other servicer---a11 services other than construction and professional services, 12.Total of current Invoices from certified HUB subcontractors-Enter the
including consulting services(Texas Goverment Code,Chapter 2254,Subchapter total amount of all attached invoices from HUBs.
B).
13.Percent of HUB expenditures for this invoice-Use the instructions on the
Prime contractor(or"prime")--any business,agency,or individual who PAR form to calculate the percentage of this invoice that HUB subcontractors have
provides commodities or services to us under a purchase order or other contract. completed-
Professional
ompletedProfessional services--services of accountants,architects,engineers,land 14.Total amount invoiced to date-Enter the total of all invoices you have
surveyors,optometrists,and physicians(Texas Government Code,Chapter 2254, submitted to us to date for this contract,including the invoices attached to this PAR
Subchapter A). form,
Services--(1)functions performed for us by an outside source—for example, 15.Total of HUB expenditures on the total contract to date-Enter the total of
equipment repair,consulting,hazardous waste disposal,or work by short-term all HUB subcontractor invoices for this contract to date.
temporary employees.
(2)similar functions performed for the prime contractor by an outside source. 16.Percent of HUB invoices for the total contract to date-Use the instructions
on the PAR form to calculate the percentage of this contract that HUB
Subcontractors—any business,agency,or individual(other than an employee)who subcontractors have completed to date.
provides commodities or services to the prime contractor.
17.HUB Subcontracting goal for this contract-The HUB goal is stated as a
Total contract(Item 14)---on this form,total value of your contract with us, percentage in your contriacL Enter the HUB goal here.
including all monetary amendments,if any,
18.Name and Signature-The contractor or authorized representative of the
Vendor ID No.—the 11-digit taxpayer identification number assigned to this contractor.
subcontractor by Comptroller of Public Accounts.The subcontractor should be able
to provide you with this number. 19.Date-Enter the date you completed this report
Instructions
1.TCEQ Contract No.-Enter the contract number we have assigned to this
contract.This number appears on the first page of the contract
2.Your Invoice No.-Enter your invoice number for each invoice you are
submitting with this form
3.Work Order No.-If applicable,enter your work order number for the site,
phase,or program.
FORM B-2
TCEQ PURCHASE VOUCHER
TCEQ PURCHASE VOUCHER Page of
Agency No. 582 Agency Name Texas Commission on Environmental Quality Current Document No.
I. Date TCEQ Received I Service Dates 3. Contract/Purchase 4. Requested Payment 5. Payment Due
Invoice Order Date Date Data
6. Payee Identification No. & Voucher Prepared By: Date:
7. Pay To (Payee Name/Address): 9. Contract Voucher Auditor: Date:
10. FINAL BILLING YES NO (Please circle one)
DOC REF DOC SFX TRANS INDEX MOD AY 11. PCA PCC
SFX CODE P
231
001
SEQ REQ NO COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
13. INVOICE NUMBER DESCRIPTION l4. CONTRACT NO. GRANT NO. PROJECT NO.
DOC REF DOC SFX TRANS INDEX MOD AY Il. PCA PCC
SFX CODE P
231
002
SEQ REQ NO COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
13. INVOICE NUMBER DESCRIPTION 14. CONTRACT NO. GRANT NO. PROJECT NO.
15. DESCRIPTION OF GOODS or SERVICES 16. QUANTITY 17. UNIT PRICE 18. AMOUNT
LEGAL DESCRIPTIVE TEXT:
I approve this voucher for payment. The above goods or services correspond in every particular with the contract under which they were purchased The invoice for the goods or
services is correct This payment complies with the General Appropriations Act
19. DIVISION SIGN 19. Phone(Area code and number) 19. Date
APPROVAL HERE
BATCH NO BATCH TYPE DATE ENTERED ENTERED BY DATE RELEASED RELEASED BY:
4
DATE MAILED OR TRANSMITTED WARRANT NUMBER DIRECT'DEPOSIT TRANSMITTAL NUMBER
Revised 9/00
TCEQ PURCHASE VOUCHER CONTINUATION FORM Page nf
DOC REF DOC SFX TRANS INDEX MOD AY 11. PCA PCC
SFX CODE P
231 01
003
SEQ REQ NO COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
13. INVOICE NUMBER DESCRIPTION 14. CONTRACT GRANT NO. PROJECT NO.
NO.
DOC REF DOC SFX TRANS INDEX MOD AY 11. PCA PCC
SFX CODE P
231 01
004
SEQ REQ NO COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
$
13. INVOICE NUMBER DESCRIPTION 14. CONTRACT GRANT NO. PROJECT NO.
NO.
DOC REF DOC SFX TRANS INDEX MOD AY 11. PCA PCC
SFX CODE P
101 231 01
005
SEQ REQ No COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
13. INVOICE NUMBER DESCRIPTION 14. CONTRACT GRANT NO. PROJECT NO.
NO.
DOC REF DOC SFX TRANS INDEX MOD AY 11. PCA PCC
SFX CODE P
231 01
006
SEQ REQ NO COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
$
13. INVOICE NUMBER DESCRIPTION 14. CONTRACT GRANT NO. PROJECT NO.
NO.
DOC REF DOC SFX TRANS INDEX MOD AY 11. PCA PCC
SFX CODE P
231 01
007
SEQ REQ NO COMP OBJ AGY OBJ 12. AMOUNT RVS RTI NUMBER
NO.
13. INVOICE NUMBER DESCRIPTION 14. CONTRACT GRANT NO. PROJECT NO.
NO.
FORM B-4
ITEMIZATION OF EQUIPMENT AND CONTRACTUALCOSTS
FINANCIAL STATUS REPORT
ITEMIZATION OF EQUIPMENT AND CONTRACTUAL COSTS '
EXHIBIT -
XH B 1
FINANCIAL STATUS REPORT
1. ORGANIZATION UNIT
TO WHICH REPORT IS SUBMITTED:
2. GRANT/CONTRACT TITLE:
3. PAYEE IDENTIFICATION NUMBER: 4. RECIPIENT ORGANIZATION(NAME AND COMPLETE
ADDRESS,INCLUDING ZIP CODE):
5. TCEQ CONTRACT NUMBER:
6. FINAL REPORT: ❑YES ❑NO
7. ACCOUNTING BASIS: ❑CASH ❑ACCRUAL
8. TOTAL PROJECT/GRANT PERIOD: 9. PERIOD COVERED BY THIS REPORT:
FROM TO FROM TO
10. BUDGET CATEGORIES: Approved Project Cost Cumulative Balance••
Budget This Report Project Cost
a. Personnel/Salary •
b. Fringe Benefits
c. Travel •
d. Supplies •
e. Equipment •
f Contractual
g. Construction •
h. Other •
i. Total Direct Costs (Sum a-h)
j. Indirect Costs
k. Total (Sum of i&j)
L. Local,/In Kind Match (Minus) (Minus) (Minus)***
M. Total Obligation Payable(K-L)
• List (Itemize) on the appropriate supplemental form all component expenses comprising the total for each of these categories.
Please attach receipts,as required,in accordance with Attachment B of your contract.
•* Negative balances in any of the budget categories should be explained in a brief accompanying narrative.
*•* Up Total maximum Local,/In Kind Match Provided
11. CERTIFICATION I certify to the best of my knowledge and belief that this report is correct and complete and that all outlays and unliquidated
obligations are for the purposes set forth in the award document.
Signature of Authorized Certifying Official
Typed or Printed Name and Title
Telephone (Area code,number and ext.) Date Submitted
TCEQ Supplemental Form 269a-2(6/1/94) (See Attachment B of Contract for additional Details)
EQUIPMENT PURCHASES (during this report period)
NUMBER ITEM DESCRIPTION UNIT TOTAL
PURCHASED (Should match description provided for approval) COST COST TASKS
TOTAL EQUIPMENT EXPENDITURES(must agree with line 10e on Form 269a) $
CONTRACTUAL EXPENDITURES (during this report period)
SUBCONTRACTOR NAME FOR COST THIS PERIOD TASKS
TOTAL CONTRACTUAL EXPENDITURES (must agree with line 1 Of on Form 269a) Is
" LEGIBLE RECEIPTS, IF REQUIRED, MUST BE ATTACHED TO THIS FORM FOR EACH LISTED ITEM OR EXPENDITURE.
Supplemental Form 269a-2 (6/1/94) (See Contract for Additional Details)
ITEMIZATION OF CONSTRUCTION COSTS
CONSTRUCTION COSTS (during this report period)
DESCRIPTION PURPOSE COST(THIS PERIOD) TASKS
TOTAL CONSTRUCTION EXPENDITURES must agree with line I Og on Form 269a Is
"LEGIBLE RECEIPTS, IF REQUIRED, MUST BE ATTACHED FOR ALL LISTED EXPENDITURES THAT EQUAL OR EXEED$500.
Supplemental Form 269a-3(6/1/94) (See Contract for Additional Details)
ITEMIZATION OF SUPPLY AND OTHER COSTS
SUPPLIES PURCHASED (during this report period)
NUMBER ITEM DESCRIPTION UNIT TOTAL
PURCHASED Should match description provided forapproval) COST COST TASKS
TOTAL SUPPLY EXPENDITURES must agree with line 10d on Form 269a $
OTHER EXPENDITURES (during this report period)
NUMBER UNIT TOTAL
PURCHASED DESCRIPTION COST COST TASKS
TOTAL OTHER EXPENDITURES must agree with line 10h on Form 269a Is
'LEGIBLE RECEIPTS, IF REQUIRED, MUST BE ATTACHED FOR ALL LISTED EXPENDITURES THAT EQUAL OR EXEED$500.
Supplemental Form 269a4 (6/1/94) (See Contract for Additional Details)
ITEMIZATION OF PERSONNEL/SALARY AND TRAVEL COSTS
PERSON NEUSALARY EXPENDITURES (during this report period)
SALARY(THIS
EMPLOYEE NAME TITLE/POSITION PERIOD TASKS
TOTAL PERSONNEUSALARY EXPENDITURES (must agree with line 10a on Form 269a) $
TRAVEL EXPENDITURES (during this report period)
COST (THIS
DESCRIPTION REASON PERIOD TASKS
TOTAL TRAVEL EXPENDITURES (must agree with line 10c on Form 269a) $
*SUPPLEMENTAL DOCUMENTATION (time sheets, travel receipts, etc.) IS NOT REQUIRED TO BE ATTACHED TO THIS FORM.
Supplemental Form 269a-5(6/1/94) (See Contract for Additional Details)
FORM B-5
FISCAL ANALYSIS PACKAGE
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