1st Amendment 01/18/2017KEVIN MADOK, CPA
MONROE COUNTY CLERK OF THE CIRCUIT COURT & COMPTROLLER
DATE: January 24, 2017
TO: Sheryl Graliam, Director
Social Services
ATTN: Lourdes Francis, Administrator
FROM: Pamela G. Hanc ck eputy Clerk
SUBJECT: January 18th BOCC Meeting
Enclosed are five (5) duplicate originals of Item C31 Modification #1 to Federally Funded
Subgrant Weatherization Assistance Program (WAP) Agreement 16WX- OG- 11 -54 -01 -039
between the State of Florida, Department of Economic Opportunity (DEO) and Monroe, County
of (Monroe County Board of County Commissioners/Monroe County Social Services) for the
period of 04/01/2016- 06/30/2017 in the amount of $89,373.00 executed on belialf of Monroe
County.
Please forward two fully executed originals to this office once signed by the state. Should
you have any questions, please feel free to contact me at ext. 3130. Thank you.
cc: County Attorney w/o document
Finance
File
Executed
MODIFICATION [N ORIGINAL
MODIFICATION NUMBER ONE TO AGREEMENT BETWEEN THE
FLORIDA DEPARTMENT OF ECONOMIC OPPORTUNITY
WEATHERIZATION ASSISTANCE PROGRAM
AND
MONROE, COUNTY OF
CFDA Number(s): 81.042, 93.568 Agreement Number: 16WX- OG- 11 -54 -01 -039
THIS MODIFICATION Number One is entered into by the State of Florida, Department of Economic
Opportunity, with headquarters in Tallahassee, Florida, hereinafter referred to as "DEO," and Monroe, County of,
hereinafter referred to as "Subrecipient" (each individually a "Party" and collectively "the Parties ").
WHEREAS, Paragraph (8) of the Agreement provides that modification of the Agreement shall be in writing
executed by the Parties thereto, and the Parties wish to modify the Agreement as set forth herein;
NOW, THEREFORE, in consideration of the mutual promises of the Parties contained herein, the Parties
agree to the following:
Paragraph (3) PERIOD OF AGREEMENT is hereby deleted in its entirety and replaced with the following:
"This Agreement period will begin on April 1, 2016, and will end on June 30, 2017, unless terminated
earlier in accordance with the provisions of this Agreement, including, but not limited to Paragraph (15),
TERMINATION
2. Subparagraph (a) of Paragraph (4) FUNDING /CONSIDERATION, is hereby deleted in its entirety and
replaced with the following:
"(a) This is a cost - reimbursement agreement. DEO shall reimburse Subrecipient for allowable costs
incurred in the satisfactory performance of work hereunder in an amount not to exceed EIGHTY -NINE
THOUSAND THREE HUNDRED SEVENTY -THREE DOLLARS AND ZERO CENTS ($89,373.00), subject to the
legality of the expenditures, availability of funds, and appropriate budget authority."
3. Subparagraph (c) of Paragraph (26) ATTACHMENTS AND EXHIBITS, is hereby deleted in its entirety and
replaced by the following:
"(c) This Agreement has the following attachments and exhibits:
Exhibit 1— Audit Requirements
Exhibit 1 -A — Funding Sources
Exhibit 2 — Audit Compliance Certification
Attachment A — Scope of Work
Exhibit 1 to Attachment A — Budget Directions
Exhibit 2 to Attachment A — Budget Summary and County Allocations
Exhibit 3 to Attachment A — Production Schedule
Attachment B — Program Statutes and Regulations
Attachment C — Reports
Attachment D —Justification of Advance Payment
Attachment E — Property Management and Procurement
Attachment F — Statement of Assurances
Attachment G — Warranties and Representations
Attachment H — Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
Attachment I —Trafficking Victims Protection Act of 2000
Attachment J — Subrecipient Information"
4. Exhibit 1 -A, Funding Sources, is hereby deleted in its entirety and is replaced by the revised Exhibit 1 -A,
which is attached hereto and incorporated herein by reference.
5. Attachment A, Scope of Work, is hereby deleted in its entirety and replaced by the revised Attachment A,
which is attached hereto and incorporated herein by reference.
6. Exhibit 2 to Attachment A, Budget Summary and County Allocations, is hereby deleted in its entirety and
is replaced by the revised Exhibit 2 to Attachment A, which is attached hereto and incorporated herein by
reference.
7. Exhibit 3 to Attachment A, Schedule of Deliverables, is hereby deleted in its entirety and is replaced by
the new Exhibit 3 to Attachment A, Production Schedule, which is attached hereto and incorporated herein by
reference.
8. All provisions not in conflict with this Modification remain in full force and effect and are to be performed
as specified in the Agreement.
The remainder of this page is intentionally blank.
STATE OF FLORIDA
DEPARTMENT OF ECONOMIC OPPORTUNITY
FEDERALLY FUNDED SUBGRANT AGREEMENT MODIFICATION
SIGNATURE PAGE
IN WITNESS WHEREOF, the Parties have duly executed and delivered this Modification as of the date set
forth below.
By: B .
(Si nature)
�f n I
Ttyk"11"peil, Director
(Print/T Name anu Title ere) Division of Community Development
STATE OF FLORIDA
Monroe, County of DEPARTMENT OF ECONOMIC OPPORTUNITY
(Legal Na of Subrecipie )
Date: 1 / 1 9 / 1 7
59- 6000749
Federal Identification Number
073876757
DUNS Number
Date: -3
Approved as to form and legal
sufficiency, subject only to full and
proper execution by the Parties.
Office of the General Counsel
Department of Economic Opportunity
By ' �
Approved Date:
DOE CCL
Pi- Qva)
N
o
= rn
c�
16 WX- OG- 11 -54 -01 -039
co
FY 2016 WAP AGREEMENT
EXHIBIT 1 -A
FUNDING SOURCES
FEDERAL RESOURCES AWARDED TO THE SUBRECIPIENT PURSUANT TO THIS AGREEMENT CONSIST OF
THE FOLLOWING:
ubrecipient's DUNS Registered Name:
Monroe, County of
ubrecipient's DUNS Number:
073876757
Federal Award Identification Number:
- 1601FLLIEA
Federal Award Date:
October 22, 2015
ubaward Period of Performance Start and End Date:
April 1, 2016 through June 30, 2017
Amount of Federal Funds Obligated by this action by the pass- through
entity to the Subrecipient:
19,166.00
Total Amount of the Federal Funds Obligated to the Subrecipient by the
pass- through entity including the current obligation:
$89,373.00
Total Amount of the Federal Award committed to the Subrecipient by the
pass- through entity:
gg 373.00
Federal award project description, as required to be responsive to the
Federal Funding Accountability and Transparency Act(FFATA):
Energy savings home improvements to eligible
low income households.
Federal Awarding Agency:
U.S. Department of Health and Human Services;
Pass - Through Entity:
Florida Department of Economic Opportunity
C ontact Information for Awarding Official of Pass - Through Entity:
Contact: Hillary Ryan, 850 - 717 -8433
C atalog of Federal Domestic Assistance Number:
93.568
C atalog of Federal Domestic Assistance Title:
Low Income Home Energy Assistance Program
Research and Development:
No
Indirect Cost Rate, if applicable:
N/A
ubrecipient's DUNS Registered Name:
N/A
ubrecipient's DUNS Number:
N/A
Federal Award Identification Number:
DE- EE0006146
Federal Award Date:
N/A
ubaward Period of Performance Start and End Date:
N/A
Amount of Federal Funds Obligated by this action by the pass- through
e ntity to the Subrecipient:
N/A
Total Amount of the Federal Funds Obligated to the Subrecipient by the
pass- through entity including the current obligation:
N/A
Total Amount of the Federal Award committed to the Subrecipient by the
pass- through entity:
N/A
Page 28
Federal award project description, as required to be responsive to the
Federal Funding Accountability and Transparency Act (FFATA):
Energy savings home improvements
to eligible low income households
Federal Awarding Agency:
U.S. Department of Energy
Pass - Through Entity:
Florida Department of Economic
C ontact Information for Awarding Official of Pass - Through Entity:
Contact: Hilary Ryan, 850 - 717 -8433
Catalog of Federal Domestic Assistance Number:
81.042
C atalog of Federal Domestic Assistance Title:
Weatherization Assistance
Research and Development:
No
Indirect Cost Rate, if applicable:
N/A
COMPLIANCE REQUIREMENTS APPLICABLE TO THE FEDERAL RESOURCES AWARDED PURSUANT TO THIS
AGREEMENT ARE AS FOLLOWS:
Federal Program:
Subrecipient shall use the WAP funds to perform energy saving repairs and installation of energy saving
measures on qualified single family dwellings in accordance with all attachments to this Agreement,
applicable OMB Circulars, Florida WAP Procedures Manual and Guidelines, Standard Work
Specifications /Field Guide and the FFY 2016 WAP State Plan.
Subrecipient shall comply with applicable OMB Circulars, DEO's WAP requirements, and eligibility
requirements as set forth in the U.S. Department of Energy regulations codified in Title 10 of the Code
of Federal Regulations, Part 440 — Weatherization Assistance Program for Low - Income Persons.
STATE RESOURCES AWARDED TO THE SUBRECIPIENT PURSUANT TO THIS AGREEMENT CONSIST OF THE
FOLLOWING: N/A
MATCHING RESOURCES FOR FEDERAL PROGRAMS:
Federal Program: N/A
SUBJECT TO SECTION 215.97, FLORIDA STATUTES:
State Project: N/A
COMPLIANCE REQUIREMENTS APPLICABLE TO STATE RESOURCES AWARDED PURSUANT TO THIS AGREEMENT
ARE AS FOLLOWS: N/A
NOTE: Title 2 C.F.R. § 200.331 and section 215.97(5), Florida Statutes, require that the information about Federal
Programs and State Projects included in Exhibit 1 be provided to the Subrecipient.
Page 29
FY 2016 WAP AGREEMENT
ATTACHMENT A
SCOPE OF WORK
1. GENERAL POLICY
Subrecipient shall comply with the following requirements, and if applicable, ensure all contracts require
compliance with the following requirements. In carrying out this Agreement, Subrecipient shall provide all
necessary personnel, materials, services and facilities, except as otherwise provided herein, to carry out the
program. Subrecipient shall designate an individual, referred to by DEO as the WAP Coordinator, who will be
responsible for ensuring that the following activities are adhered to:
A. Identify and solicit eligible low- income residents within Subrecipient's identified service area who have
the need and desire for energy conservation assistance. Subrecipient shall make the services provided
for under this Agreement available to all eligible clients in the counties it serves, subject to the availability
of funds.
B. Subrecipient shall provide weatherization services at an average expenditure limit of $7,105 per unit for
labor, weatherization materials and related matters. This per dwelling amount does not include the
Health and Safety average expenditure limit of $1,059 per dwelling that may also be expended. For
budget and production specifics, see Exhibit 3 to Attachment A, Production Schedule, of this Agreement.
C. Subrecipient shall weatherize dwellings in such a manner that will provide continuous service from the
commencement date to the expiration date of the Agreement. All counties must be served with the
allocated dollar amounts listed in Exhibit 2 to Attachment A, Budget Summary and County Allocation, of
this Agreement. If funds are not being spent in proportion to the progression of months, or the county
allocations, funding will be subject to reallocation.
D. Subrecipient shall provide DEO with documentation and reports as required by this Agreement, including,
but not limited to budget balances, as well as any other information related to this project, or as may
otherwise be specified by DEO.
E. Subrecipient shall complete work on all dwellings in accordance with the Field Guides, the WAP
Procedures Manual, the WAP Priority List, any Supporting Weatherization Program Notices, and any
supplemental DEO and DOE guidelines, unless Subrecipient secures written permission from DEO
otherwise.
F. The health and safety of the clients, Subrecipient's staff, contractors and the integrity of the building
structure shall not be compromised by any work completed with weatherization funds.
G. Subrecipient shall ensure that all installed weatherization materials meet the materials standards taken
from Appendix A to 10 C.F.R. part 440, be of good quality, and be installed in a safe, cost effective manner.
H. Work and materials not meeting quality expectations, as determined by DEO with reference to 10 C.F.R.
part 440 and the WAP Procedures Manual, may subject Subrecipient to written findings. Subrecipient may
be required by DEO to perform re- inspections or "go- backs" on any work performed by Subrecipient or
its contractors which does not meet quality expectations, in DEO's sole discretion, and for which DEO has
issued a finding, the costs incurred for any work performed by Subrecipient or its contractors which does
not meet quality expectations, in DEC's sole discretion, and for which DEO has issued a finding may be
disallowed by DEO.
Page 31 __
II. SUBRECIPIENT RESPONSIBILITIES
A. File Documentation Responsibilities
Each client file shall contain the following documentation:
• Client intake form
• Client income documentation (for
past twelve months)
• Documentation of ownership or
signed Landlord Agreement Form
• Building Work Report
• Copy of bid package(s), invoices,
receipts, payment vouchers
• Pre 1978 dwellings — Certified
Renovator Documentation or
Clearance Testing
• Social Security Documentation (if
applicable)
• Copy of client photo ID
• Copy of client utility bill
• Client Selection (Priority) Criteria
Form
• Copy of Complaint Appeal
Procedures Form signed and
dated by client
• Inspection /Audit Data and Results
• Pre -Work Order Agreement
• Copies of any approved waivers
• Copies of applicable Pre and Final
Permits
• Client File Checklist
• RED Calculator printouts
• Refrigerator Metering record
• QCI Inspector Sheet
• Infrared pictures
B. Recordkeeping
In addition to any recordkeeping requirements set forth in the Agreement, including any attachments or
exhibits thereto and this Scope of Work, Subrecipient agrees to be bound by the recordkeeping provisions
at 10 C.F.R. part 440 and 42 U.S.C. part A, as applicable to Subrecipient. Subrecipient shall keep such
records as U.S. Department of Energy (DOE) requires, including, but not limited to, records which fully
disclose the amount and disposition of the funds received by Subrecipient, the total cost of each
weatherization project, the average costs incurred in weatherization of individual dwelling units, the
average size of the dwelling being weatherized, the average income of households receiving assistance,
and any other records as deemed necessary by DOE, or by DEO in order to fulfill its recordkeeping
requirements under 10 C.F.R. part 440. Subrecipient agrees to keep its records in accordance with the 2
C.F.R. part 200, as adopted and supplemented by 2 C.F.R. part 910.
C. Determining Priority Service
Subrecipient shall give priority to identifying and providing weatherization assistance to elderly persons,
persons with disabilities, families with children under 12 years old, households with a high energy burden
and high residential energy users in their "priority of services" point system. Subrecipient will coordinate
with its local Low Income Home Energy Assistance Program (LIHEAP) provider to develop a referral process
and targeted number of clients to serve. A minimum of 10 percent of the clients receiving weatherization
services through the WAP are to be LIHEAP referrals.
D. Monitoring Visits
The DEO staff and /or its representative shall conduct monitoring visits of Subrecipient at least once a year
but as frequently as DEO may desire throughout the program year. These visits are for the purposes of
quality assurance inspections, administrative and fiscal monitoring, Training and
__ Page 32
Technical Assistance (T &TA), and other meetings as the need arises. The monitoring report shall include
inspection and /orT &TA information.
1. The monitoring staff regularly inspects units completed by Subrecipient. All installed materials shall be
cost effective, safe, and of good quality and appearance. Discoveries of violations of policies and
procedures are called findings.
2. Work not meeting quality expectations may be subject to findings, required remedial work and /or
disallowed costs.
3. All contractor work shall pass an inspection by qualified Subrecipient staff or approved third -party
contractor inspector, prior to payment.
4. Contractor work not meeting quality expectations that requires correction shall be done at the
contractor's expense.
E. Findings
Any non - compliance with the WAP Priority List, the WAP Procedures Manual or any Field Guides
constitutes a finding, as that term is defined in the WAP Procedures Manual. Major findings are those
which are either severe in nature as determined by the monitoring inspector or repeated. Minor findings
are less severe or not repetitive in nature.
Major Findings: Examples of major findings include, but are not limited to, the following:
1. The health and safety of clients, Subrecipient staff or contractors, or the integrity of the building
structure is threatened by work completed with the weatherization funds.
2. A weatherization - related health or safety problem is created by, exacerbated by, or not corrected by
the delivery of weatherization services.
3. The omission, without appropriate authorization, of a required cost - effective measure, a necessary
repair, or a required health and safety repair.
4. Poor - quality work, materials, or equipment that results in significantly degraded performance or
appearance of measures or repairs.
S. Major expenditure of funds on measures that are not included on the National Energy Audit Tool
(NEAT), or are not required in the WAP Priority List, WAP Procedures Manual or the Field Guides.
6. Costs incurred for materials that do not meet the standards for conformance listed in Appendix A of
10 C.F.R. part 440.
7. Any action or lack of action that may result in a liability that threatens the Florida Weatherization
Grant funds.
8. Gross fiscal mismanagement, including any unallowable costs or any wrongful billing to the grant.
Page 33
Minor Findings: Examples of minor findings include, but are not limited to, the following:
1. A single occurrence of poor - quality of work, materials, or equipment that results in minor degradation
of performance or appearance of measures or repairs.
2. Work site clean -up that does not meet the satisfaction of the client or the State monitor.
3. Required energy conservation measures that are not installed but would not contribute a large energy
savings.
4. Required health and safety measures that are not addressed but are not threatening the health or
safety of the client.
F. Training & Technical Assistance Visits (T &TA)
T &TA visits conducted by DEO.staff and its representatives are intended for training purposes.
Recommendations for Subrecipient actions may be issued by DEO based on circumstances observed and
guidance will be offered on the visit report provided to Subrecipient.
G. DEO Field Procedures Waivers
Subrecipient may request waivers which exempt Subrecipient from performing a required measure, or
which allow a restricted measure, if one or more of the following requirements are met:
1. If it is technically not possible to install the measures.
2. If conditions exist, and cannot be overcome, that would make the installation of the measure unsafe.
3. The installation of the measure would threaten the health or safety of either the client or the worker.
State waivers shall be granted by DEC) on a case -by -case basis in writing. Subrecipients who are unable to
provide services according to the WAP Priority List, the WAP Procedures Manual, or the Field Guides
because of local building codes shall supply written documentation to DEO staff and request a State
waiver. Work shall proceed only after approval of a waiver request in writing by DEO staff.
The State waivers permit the following policy exceptions:
1. Fuel conversions.
2. Installation of doors and /or windows exceeding allowable amount.
3. Other work normally considered beyond the scope of weatherization.
III. PROJECT SELECTION, ENERGY AUDITS AND FINAL INSPECTIONS
A. Subrecipient shall use properly trained and qualified energy auditors and inspectors.
B. An Energy Audit is required on every building prior to performing any work other than emergency
response related work. Contractors shall strictly adhere to the work order developed by the auditor. No
deviations from this work order shall be performed, unless authorized by the energy auditor or
weatherization coordinator.
Page 34
C. Subrecipient's Quality Control Inspector shall ensure that all measures required by the WAP Priority List,
the Field Guides and the WAP Procedures Manual have been installed, and that the work quality meets
the standards required by the WAP Field Guides.
D. Each completed project shall be inspected and the inspection shall be documented in the client file. No
project shall be reported as completed until all weatherization materials have been installed and
Subrecipient has performed a final quality control inspection, including any mechanical or subcontractor
work performed.
E. All installed weatherization materials shall meet the materials standards as detailed in Appendix A of 10
C.F.R. part 440, shall be of good quality, and shall be installed in a safe and effective manner.
F. Project Selection
1. Projects should be prioritized in accordance with DOE Policy. Additionally, Subrecipient should
prioritize projects based on:
i. owner participation;
ii. potential energy savings based on utility bill analysis;
iii. assurance that benefits will be direct to unit occupants; and
iv. service to all areas of the service area.
2. Subrecipient shall receive a signed landlord- tenant agreement before work begins on any individual
dwelling unit. This document must be retained as part of the project file.
G. Energy Audit
Prior to performing an energy audit, Subrecipient's auditor shall conduct a walk- through of the unit to
confirm the potential for the installation of energy conservation measures and to ensure that there are
no major barriers to working in the building.
The primary objectives of the energy audit is to survey the home for the potential to install energy
conservation measures, to analyze the Savings to Investment Ratio (SIR) of potential measures, to check
for safety hazards and building durability issues, to provide client education, to document the audit, and
to write a work order detailing work to be done and situations that need to be addressed. Understanding
energy use is a key to performing an exemplary audit.
The energy audit shall include the following information:
1. An assessment of health and safety hazards.
2. Documentation, including, but not limited to, the type of energy audit tool used, the results of the
audit analysis, and the DOE - promulgated priority list used to complete the energy audit.
3. An assessment and record of the existing conditions of the building and its mechanical systems.
4. An evaluation of the existing conditions for energy conservation opportunities and energy - related
health and safety problems.
5. A strategy for improved energy efficiency and for correcting energy - related health and safety
problems.
The energy audit shall also include evaluations of all of the following, per the WAP Procedures Manual
and the WAP Field Guides:
1. Combustion safety testing.
2. Air leakage analysis.
3. Combustion efficiency determination.
4. Thermal performance analysis.
5. Electrical safety testing.
6. Electric base -load testing.
7. Indoor air quality and moisture inspection.
Page 35
Subrecipient shall provide all clients with information regarding all of the following:
1. The weatherization process.
2. Reducing heating and cooling costs.
3. Water conservation and water heating.
4. Staying cool during hot weather.
5. Lead -based paint notification.
6. Mold and mildew notification.
7. Other energy- saving suggestions.
H. Final /Quality Control Inspection Responsibilities
Subrecipient shall be responsible for the following quality control inspection responsibilities:
1. Energy and Conservation Inspection
i. Review the original energy audit form.
ii. Ensure all required procedures were performed.
iii. Verify the accuracy of the audit, including measures that may have been omitted.
iv. Inspect all work to ensure that standards of work quality and materials are met and ensure
that the job site is cleaned up.
V. Call for corrective actions where initial work does not meet standards.
2. Health and Safety Inspection
L Verify that all work was completed to address related health and safety issues.
ii. Call for corrective actions where initial work does not meet standards.
3. File Review and Completion
i. Review all required forms for accuracy and completion.
ii. Document required go -backs or follow -up work.
iii. Sign and date a quality control inspection form assuring that all requirements have been
verified.
iv. A job is complete only after all work installed by Subrecipient or its authorized representative
has been completed and has passed the quality control inspection.
IV. INSTALLATION OF MEASURES
Weatherization measures serve all of the four following purposes:
1. Conserve energy.
2. Reduce energy bills.
3. Protect residents from energy - related hazards.
4. Protect building from damage caused by fire or moisture.
Subrecipient shall be responsible for installing weatherization measures per the WAP Priority List, WAP
Procedures Manual, the Field Guides and applicable local, State, and Federal code.
V. HEALTH AND SAFETY
Weatherization services shall be provided in a manner that minimizes risks to workers, clients, and clients'
homes. Weatherization services shall not begin until health and safety problems are removed. Subrecipient
shall comply with and enforce the WAP Safety Plan.
VI. ACCEPTANCE CRITERIA
DEO shall evaluate this project through review of Subrecipient submitted reports. To receive a reimbursement
for a production period (a production period spans the first day of a month through the last day of the month),
Subrecipient shall submit an electronic copy of each Building Work Report (BWR) Package along with the
Financial Status Report (FSR) to DEO through the electronic financial management system (eGrants) by the
21st day of the following month. In addition, Subrecipient shall submit a signed copy of the FSR via facsimile
or email to DEO by the same due date (Reference Attachment C, Reports). The monthly FSR shall include on-
schedule completion of production goals.
Page 36
If work is behind schedule, Subrecipient shall immediately begin implementation of a plan to bring work up
to schedule.
VII. PAYMENT AND DELIVERABLES
Subrecipient will be reimbursed monthly for expenditures reported in its Monthly Financial Status Report as
described in Attachment C, Reports. Reimbursement will be made by DEO, upon DEC's finding that the
Deliverable has been successfully completed.
Deliverable 1
Minimum Level Performance
Certification that Subrecipient operated during
At a minimum, Subrecipient shall have its office
its regular business hours as identified in
open for business, with the entrance door open
Attachment G, Warranties and Representations,
to the public, and at least one employee on -site
to include expenses for Administration
Monday through Friday from 8:00 a.m. to 5:00
[Administration costs not to exceed $4,468.30
p.m.
(5% of total award amount)], Program Support,
Technical and Training Assistance, Single Audit,
and Liability Insurance.
Deliverable 2
Minimum Level Performance
Complete weatherization of dwellings with
At a minimum, Subrecipient shall complete one
energy saving repairs and installation of energy
(1) weatherized dwelling supported by a Building
saving measures to qualified low- income persons
Work Report (BWR) as identified in Attachment
and to administer the program.
C, Reports.
Average cost per dwelling shall not exceed
$7,105.00.
a) The Deliverables shall be reported monthly on Subrecipient's Monthly Financial Status Report as described
in Attachment C, Reports.
b) Successful completion of the Deliverables shall be determined by receipt by DEO of Subrecipient's Monthly
Financial Status Report containing the certification required in Attachment G, Warranties and
Representations.
VIII. FINANCIAL CONSEQUENCES
A. If Subrecipient provides services to any client more than 180 days after the client's household income has
been verified without recertification of the client's income eligibility, Subrecipient shall be assessed a
financial consequence in the amount of one percent (1%) of the total amount of weatherization services
provided to the ineligible client's dwelling unit.
B. DEO shall not reimburse any expenditures associated with Deliverables not accepted by DEO as
successfully completed; however, this does not preclude Subrecipient from receiving payment for such
expenditures upon successful completion of the Deliverable.
C. If Subrecipient fails to be open, and available, for services according to its regular business hours as
identified in Attachment G, Warranties and Representations, outside weekends and State holidays,
Subrecipient shall pay to DEO financial consequences in the amount of $10.00 per day that Subrecipient
failed to operate according to its regular business hours, up to a maximum of $100.00, for such failure,
unless DEO in its sole discretion waives such failure in writing based upon its determination that the failure
was due to factors beyond the control of Subrecipient.
D. Any amounts due under this Financial Consequence section shall be paid by Subrecipient out of non -
Federal funds.
Page 37
IX. EQUIPMENT INVENTORY
Subrecipient shall submit a written inventory of all equipment acquired in whole or in part with weatherization
funds to DEO's Grant Manager for this Agreement quarterly. Subrecipient shall maintain an equipment
inventory in a manner that will provide an audit trail, traceable from purchase to present usage. "Equipment"
means tangible personal property (including information technology systems) having a useful life of more than
one year and a per -unit acquisition cost which equals or exceeds $500.
X. REFERRALS
Subrecipient shall partner with non- profit organizations or municipalities that provide rehabilitation,
emergency home repair, administer a Neighborhood Stabilization Program, or are participating in a Green and
Healthy Home Initiative, to facilitate the receipt of active referrals of qualified units in order to achieve goals
of serving the low income population.
Page 37A
FY 2016 WAP AGREEMENT
EXHIBIT 2 TO ATTACHMENT A
BUDGET SUMMARY AND COUNTY ALLOCATIONS
SUBRECIPIENT: MONROE, COUNTY OF
AGREEMENT: 16WX- OG- 11 -54 -01 -039
1. ADMINISTRATION
$ 4,468.30
2. HEALTH & SAFETY
$12,168.00
3. TRAINING & TECHNICAL ASSISTANCE
$ 8,488.00
4. SINGLE AUDIT
$ 0.00
5. LIABILITY INSURANCE
$ 3,500.00
6. MATERIALS /LABOR /PROGRAM SUPPORT
$60,748.70
7. TOTAL
1$89,373.00
WEATHERIZATION SERVICE AREA COUNTY ALLOCATION
The financial allocation specified for each county by program is designated to be spent in that county. For
Subrecipients of funds designated for more than one county, in the event that circumstances will not allow
the full expenditure of any program funds allocated to a particular county, a request to expend any part
of those funds in another county must be submitted in writing to DEO and approved in writing by DEO prior
to expenditure. This request must specifically justify the lack of need of program services in that county.
ounty
Ilocation
Of Units
Monroe
$ 65,217.00
1 9
Page 40
2016 WAP AGREEMENT
EXHIBIT 3 TO ATTACHMENT A
PRODUCTION SCHEDULE
Agreement Number: 16WX- OG- 11 -54 -01 -039
The total estimated annual production goal will be the number of dwellings that are anticipated to be
weatherized for the entire Agreement period. If Subrecipient will be requesting an advance in this
Agreement, it should take into consideration the number of dwellings that will be required to weatherize
in the initial and following months to meet the advance expenditure requirement throughout the
Agreement period as outlined in Attachment D, Justification of Advance Payment, of the Agreement.
Process for calculating production goals:
To determine the final amount of funding (Weatherization Amount) available to be appliedto
weatherizing dwellings (material, labor and program support activities) complete thefollowing:
;.r:R
Agreement Amount: $89,373.00
Direct Charges (Audit, T &TA, Insurance from Budget): $11,988.00
Health & Safety Budget $12,168.00
Administration (Admin) from Budget 4,468.30
Total $28,624.30
Subtract:
Total from the Agreement Amount ($ 28,624.30)
Total Weatherization Amount: $ 60,748.70
To determine Estimated Production:
Divide the Weatherization Amount by the allowable per dwelling average expenditure amount of
$7,105.
Weatherization amount $60,748.70 divided by $7,105 = 9 Estimated Production.
To determine Estimated Health and Safety Amount for the Estimated Production (use Subrecipient prior
year's per unit average H &S to project the total H &S costs):
Multiply the Estimated Production times the projected H &S expenditures $12,168.00 = Total H &S.
ESTIMATED ANNUAL PRODUCTION TOTAL: 9
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