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HomeMy WebLinkAbout20142575.tiff MEMORANDUM Aggase DATE: October 9, 2014 r, , 'I, 'ti -- y r�i �r 1� TO: Douglas Rademacher, Chair, Board of County Commis 'oners _ J r G6 NiTY , FROM: Judy A. Griego, Director, Human Se ' RE: Agreement for Services between the W County Department of Human Services and Discover Goodwill Enclosed for Board approval is an Agreement for Services between the Department and Discover Goodwill. The Bid for this Agreement was approved at the September 3, 2014, Board Meeting. This Agreement finalizes the Bid Process. Discover Goodwill administers the LEAP Program for approximately 20 counties throughout Colorado. Discover Goodwill administered the LEAP Program for Weld County last year. Discover Goodwill will be responsible for sending LEAP applications to the list of community providers and for participating in Project Connect and in other community functions. Total funding shall not exceed $151,230.00 or the amount allocated by the State of Colorado. This Agreement shall be effective October 1, 2014 through September 30, 2015. If you have any questions, please give me a call at extension 6510. /6 qq-iit /0 i3-/�( t iikcog5 AGREEMENT FOR SERVICES BETWEEN THE WELD COUNTY DEPARTMENT OF HUMAN SERVICES AND LEAP ELIGIBILITY VENDOR This Agreement, made and entered into this day of°ti eI/ 2014 by and between the Board of County Commissioners, on behalf of the Weld County Department of Human Services, hereinafter referred to as"Human Services,"and LEAP eligibility vendor," hereinafter referred to as the "Contractor." WITNESSETH WHEREAS,the County of Weld,pursuant to the Weld County Home Rule Charter, has provided administrative and outreach funding to an Experienced Contractor to determine eligibility for Weld County's Low-income Energy Assistance Program (LEAP) population pursuant to Bid Request No#: and WHEREAS, Human Services desires to enter into an agreement with the Contractor to assist Human Services through its professional expertise, knowledge, and experience and is ready, willing and able to provide such services, subject to the conditions hereinafter set forth. NOW THEREFORE, in consideration of the parties'mutual promises,the parties hereto covenant and agree as follows: 1. Term This Agreement shall become effective October 1, 2014,and shall expire September 30,2015. 2. Scope of Services Services shall be provided by the Contractor to any person(s) inquiring, applying and/or eligible for LEAP services in compliance with Exhibit A"Scope of Services," a copy of which is attached and incorporated by reference. 3. Payment Schedule a. Payment shall be made on the basis of Exhibit B, "Payment Schedule," a copy of which is attached and incorporated by reference. The Agreement Budget shall establish the maximum reimbursement which will be paid from federal and/or state funds throughout the duration of this agreement. b. The Contractor shall submit an itemized monthly billing to Human Services for all costs incurred pursuant to Exhibit A of this Agreement in accordance with criteria established by Human Services. The Contractor shall submit all itemized monthly billings to the Human Services no later than the thirtieth(30)day of the month following the month the cost was incurred. Billings must be signed by the Contractor. Failure to submit monthly billings in accordance with the terms of this agreement shall result in the Contractor's forfeiture of all rights to be reimbursed for such expenses. c. Payments to the Contractor shall be made monthly by Human Services upon receipt of such itemized billings as required under Exhibits A and B. d. Reimbursement of costs incurred pursuant to this Agreement is expressly contingent upon the availability of state and federal funds. Page 1 of 6 e. Human Services shall not be billed for, and reimbursement shall not be made for, time e. Human Services shall not be billed for, and reimbursement shall not be made for, time involved in activities outside of those defined in Exhibit A. Work performed prior to the effective date on of this Contract shall not be reimbursed or considered part of this Agreement. 3. Financial Management At all times from the effective date of this Contract until completion of this Contract, the Contractor shall comply with the administrative requirements, cost principles and other requirements set forth in the Financial Management Manual adopted by the State of Colorado. The required annual audit of all funds expended under LEAP must conform to the Single Audit Act of 1984 and OMB Circular A-128. 4. Payment Method Unless otherwise provided in the Scope of Services and Payment Schedule: a. The Contractor shall provide proper monthly invoices and verification of services performed for costs incurred in the performance of the agreement. b. Human Services may withhold any payment if the Contractor has failed to comply with the Financial Management Requirements, program objectives, contractual terms, or reporting requirements. 5. Assurances The Contractor shall abide by all assurances as set forth in the attached Exhibit C, which is attached hereto and incorporated herein by reference. 6. Compliance with Applicable Laws At all times during the performance of this contract, the Contractor shall strictly adhere to all applicable federal and state laws, orders, and all applicable standards, regulations, interpretations or guidelines issued pursuant thereto. This includes the protection of the confidentiality of all applicant/recipient records, papers, documents, tapes and any other materials that have been or may hereafter be established which relate to this Contract. While not an exhaustive list, the Contractor acknowledges that the following laws are included: -Title VI of the Civil Rights Act of 1964,42 U.S.C. Sections 2000d-1 et. seq. and its implementing regulation,45 C.F.R. Part 80 et. seq.; and -Section 504 of the Rehabilitation Act of 1973, 29 U.S.C. Section 794, and its implementing regulation,45 C.F.R. Part 84; and -The Age Discrimination Act of 1975, 42 U.S.C. Sections 6101 et. seq. and its implementation regulation,45 C.F.R.Part 91; and -Title VII of the Civil Rights Act of 1964; and -The Age Discrimination in Employment Act of 1967; and -the Equal Pay Act of 1963; and -the Education Amendments of 1972; and -Immigration Reform and Control Act of 1986,P.L. 99-603; and all regulations applicable to these laws prohibiting discrimination because of race, color, national origin, and, sex, religion and handicap, including Acquired Immune Deficiency Syndrome (AIDS) or AIDS related conditions, covered under Section 504 of the Rehabilitation Act of 1973, as amended, cited above. Included if 45 C.F.R. Part 74 Appendix G 9, which requires that affirmative steps be taken to assure that small and minority businesses are utilized, when possible, as sources of supplies, equipment, construction and services. This assurance is given in consideration of and for the purpose of obtaining any and all federal and/or state financial assistance. Page 2 of 6 Any person who feels that s/he has been discriminated against has the right to file a complaint either with the Colorado Department of Human Services or with the U.S. Department of Health and Human Services,Office for Civil Rights. 7. Certifications Contractor certifies that, at the time of entering into this Contract, it has currently in effect all necessary licenses, approvals, insurance, etc. required to properly provide the services and/or supplies covered by this contract. 8. Monitoring and Evaluation The Contractor and Human Services agree that monitoring and evaluation of the performance of this Agreement shall be conducted by the Contractor and Human Services. The results of the monitoring and evaluation shall be provided to the Board of Weld County Commissioners. The Contractor shall permit Human Services, and any other duly authorized agent or governmental agency, to monitor all activities conducted by the contractor pursuant to the terms of this Agreement. As the monitoring agency may in its sole discretion deem necessary or appropriate, such program data, special analyses, on-site checking, formal audit examinations, or any other reasonable procedures. All such monitoring shall be performed in a manner that will not unduly interfere with agreement work. 9. Certification Contractor certifies that Contractor is not an illegal immigrant,and further,Contractor represents, warrants,and agrees that it has verified that Contractor does not employ any illegal aliens. If it is discovered that Contractor is an illegal immigrant, employs illegal aliens or subcontracts with illegal aliens, County can terminate this Agreement and Contractor may be held liable for damages. 10. Fund Availability Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. By execution of this Agreement, County does not warrant that funds will be available to fund this Agreement beyond the current fiscal year. 11. No Conflict No employee of Contractor nor any member of Contractor's family shall serve on a County Board, committee or hold any such position which either by rule, practice or action nominates, recommends, supervises Contractor's operations,or authorizes funding to Contractor. 12. Severability If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable, this Agreement shall be construed and enforced without such provision, to the extent that this Agreement is then capable of execution within the original intent of the parties. 13. Governmentallmmunity No term or condition of this contract shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protections or other provisions, of the Colorado Governmental Immunity Act §§24-10-101 et seq., as applicable now or hereafter amended. Page 3 of 6 14. No Third Party Beneficiary It is expressly understood and agreed that the enforcement of the terms and conditions of this P Y gr Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under this Agreement shall be an incidental beneficiary only. 15. Board of County Commissioners of Weld County Approval This Agreement shall not be valid until it has been approved by the Board of County Commissioners of Weld County, Colorado or its designee. 16. Choice of Law Colorado law, and rules and regulations established pursuant thereto, shall be applied in the interpretation, execution, and enforcement of this Agreement. Any provision included or incorporated herein by reference which conflicts with said laws, rules and/or regulations shall be null and void. 17. Public Contracts for Services C.R.S. §8-17.5-101. Contractor certifies, warrants, and agrees that it does not knowingly employ or contract with an illegal alien who will perform work under this contract and will confirm the employment eligibility of all employees who are newly hired for employment in the United States to perform work under this Agreement, through participation in the E-Verify program of the Department program established pursuant to C.R.S. §8-17.5-102(5)(c). Contractor shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or enter into a contract with a subcontractor that fails to certify with Contractor that the subcontractor shall not knowingly employ or contract with an illegal alien to perform work under this Agreement. Contractor (a) shall not use E-Verify Program or Department program procedures to undertake pre-employment screening or job applicants while this Agreement is being performed, (b) shall notify the subcontractor and Weld County within three (3) days that Contractor has actual knowledge that a subcontractor is employing or contracting with an illegal alien and (c) shall terminate the subcontract if a subcontractor dues not stop employing or contracting with the illegal alien within three (3) days of receiving notice, and (d) shall comply with reasonable requests made in the course of an investigation, undertaken pursuant to C.R.S. §8-17.5-102(5), by the Colorado Department of Labor and Employment. If Contractor participates in the Department program, Contractor shall deliver to County, a written notarized affirmation that it has examined the legal work status of such employee,and shall comply with all of the other requirements of the Department program. If Contractor fails to comply with any requirement of this provision or of C.R.S. §8-17.5-101 et seq., County, may terminate this Agreement for breach, and if so terminated, Contractor shall be liable for damages. 18. Employee Financial Interest/Conflict of Interest C.R.S. §§24-18-201 et seq. and §24-50-507. The signatories to this Agreement aver that to their knowledge, no employee of County has any personal or beneficial interest whatsoever in the service or property which is the subject matter of this Agreement. Contractor has no interest and shall not acquire any interest direct or indirect, which would in any manner or degree with the performance of Contractor's services and Contractor shall not employ any person having such known interests. During the term of this Agreement, Contractor shall not engage in any in any business or personal activities or practices or maintain any relationships which actually conflict with or in any way appear to conflict with the full performance of its obligations under this Agreement. Failure by Contractor to ensure compliance with this provision may result, in County's sole discretion, in immediate termination of this Agreement. Page 4 of 6 19. Attorneys Fees/Legal Costs. In the event of a dispute between County and Contractor, concerning this Agreement, the parties agree that each party shall be responsible for the payment of attorney fees and/or legal costs incurred by or on its own behalf. 20. Modification of Agreement All modifications to this agreement shall be in writing and signed by both parties. 21. Remedies The Director of Human Services or designee may exercise the following remedial actions should s/he find the Contractor substantially failed to satisfy the scope of work found in this Agreement. Substantial failure to satisfy the scope of work shall be defined to mean incorrect or improper activities or inaction by the Contractor. These remedial actions are as follows: a. Withhold payment to the Contractor until the necessary services or corrections in performance are satisfactorily completed; b. Deny payment or recover reimbursement for those services or deliverables which have not been performed and which due to circumstances caused by the Contractor cannot be performed or if performed would be of no value to the Human Services. Denial of the amount of payment shall be reasonably related to the amount of work or deliverables lost to Human Services; c. Incorrect payment to the Contractor due to omission,error, fraud, and/or defalcation shall be recovered from Contractor by deduction from subsequent payments under this Agreement or other agreements between Human Services and the Contractor, or by Human Services as a debt due to Human Services or otherwise as provided by law. 22. Representatives For the purpose of this Agreement, the individuals identified below are hereby designated representatives of the respective parties. Either party may from time to time designate in writing a new or substitute representative(s): For Human Services: For the Contractor: John Kruse.A.P. Administrator Denise Krug, V.P.Workforce Development& Community Programs Name Title Name Title 23. Notice All notices required to be given by the parties hereunder shall be given by certified or registered mail to the individuals at the addresses set forth below. Either party may from time to time designate in writing a substitute person(s)or address to whom such notices shall be sent: To: Human Services To: Discover Goodwill of Southern and Western Colorado Judy A. Griego,Director Denise Krug,V.P.Workforce Development and P.O. Box A Community Programming Greeley.CO 80631 1460 Garden of the Gods Road 80907 24. Litigation The Contractor shall promptly notify Human Services in the event that the Contractor learns of any actual litigation in which it is a party defendant in a case which involves services provided under this Agreement. Page 5 of 6 The Contractor, within five (5) calendar days after being served with a summons, complaint, or other pleading which has been filed in any federal or state court or administrative agency, shall deliver copies of such document(s) to the Human Services' Director. The term "litigation" includes an assignment for the benefit of creditors, and filings in bankruptcy, reorganization and/or foreclosure. 25. Termination This Agreement may be terminated at any time for convenience by either party given thirty (30) days written notice and is subject to the availability of funding. 26. Entire Agreement This Agreement, together with all attachments hereto, constitutes the entire understanding between the parties with respect to the subject matter hereof, and may not be changed or modified except as stated in Paragraph 9 herein. IN WITNESS WHEREOF, the parties hereto have duly executed the Agreement as of the day, month, and year first above written. ATTEST:W ;,,k Weld County Clerk to the Boar, E,LAN.. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO aV'• C, BY-, 1, L'./, nil t� 1 _.., Dep ty Clerk to the Board 1 r r N., \et Barbara Kirkmeyer, Pro-TemOCT 1 3 2014 APPROVED AS TO FUNDING: 41'... 0 p.. APPROVED AS TO SUBSTANCE: I Controller El c ed Offi ial or D ead O D RM: Dir of General Services Co orney CONTRACTOR Con ractor v Page 6 of 6 q0N-11 7r EXHIBIT A SCOPE OF SERVICES 1. Abide by all applicable Federal and State laws; Federal, State and County rules,regulations and program parameters; and applicable County and Department policies and procedures.This includes all civil rights laws and requirements. 2. Ensure staff are appropriately trained on program rules,and use the required State computer system prior to determining eligibility and process applications. Access additional State or third party systems, Department of Labor,to obtain or verify information.Use any County or Department computer systems or tracking tools as requested. Contractor shall comply with the State and County system access,use and confidentiality requirements. Contractor shall notify the Department immediately,when employees no longer have authorization to access any State or County system. 3. Address all appeals and complaints. 4. Maintain hours of operation that correspond to the Department's, i.e.,Monday through Friday 8 a.m.to 5 p.m. Reasonable holiday and weather closures are permitted. During business hours, Contractor will make applications available to any interested individual and accept applications. Be available during hours of operation to answer client and vendor questions and address concerns,and timely respond to customer calls and requests. 5. Retain confidentiality of all referrals and client information. This includes all verbal and written communication, and all service delivery information. Unless prior written approval is provided from the County, the Contractor may not release any information about the program and its applicants. 6. Create and maintain participant and program files that adequately address Department, County, State, and Federal program requirements and that meet reasonable audit standards. Contractor shall maintain documentation for five(5)years. Files include,but may not be limited to: a.Signed and dated staff confidentiality statements and any other signed policies and procedures required by the Department, b.Client requests or referrals, c.Client applications and related supporting documentation, and d.All fiscal records. 7. Determine eligibility of applicants for LEAP in accordance with all LEAP rules and regulations. This includes timely processing of expedited applications when a utility shut-off is pending. Contractor shall save in the applicant case file: a) all documentation received by the applicant regarding household information and eligibility issues; and b) all internal documentation by staff regarding information requests, comments and rationale regarding determination and verification of eligibility, case actions, and investigation referrals. 8. After review of all available state/county computer systems and reviewing the LEAP application, if suspected fraud has occurred,the Contractor must submit a fraud referral to the Department. 9. For any overpayments of LEAP benefits that occurred during the contract period, the Contractor must complete the request for a claim and send it to the Department. 10. Develop detailed written operating procedures and present these to the Department for review and approval. These should include items such as processing expectations, case reviews, and confidentiality. The operating procedures and related administrative functions must be approved by the County and be in place within 15 days from the start date of the contract. 11. Have adequate space, staff and operations in place and prepared to begin processing applications by November 1', and maintain adequate space, staff and operations throughout the Contract. Administrative support services personnel would include, but not be limited to: accounting, internal audit,purchasing,human resources, customer service, and staff development. 12. Meet with County staff as requested to review overall performance. Reports on case reviews, customer services and any related activities shall be accompany monthly invoicing, and may be additionally discussed in performance meetings. Page 1 of 2 13. Cooperate with community partners, service providers and County staff as reasonable and appropriate to achieve LEAP requirements and quality customer service. 14. Obtain and have operational within 15 days from the start date of the contract and maintain throughout the contract, equipment and technology reasonably needed to execute the contract. This included but may not be limited to: a.Fax and phone lines b.Copiers and Printers c.Computers and LAN d.Telephones and related gear(e.g.,headsets) e.Shredder f.All necessary office furniture g.All necessary office supplies 15. Provide appropriately skilled supervision of staff and appropriate overall management. Notify the County in writing of any change in the persons authorized to bind the Contractor. Not subcontract this work to any other entity. 16. Obtain reference and background checks before hiring employees to perform under the contract. 17. Not speak with any member of the media without express consent by a County Commissioner, County or Department Director. Not present to any entity that they make policy or funding decisions on behalf of the County or Department. Contractor shall not engage in any form of lobbying on behalf of the County. 18. Participate in any Federal, State or County audits or performance reviews, and allow access to all related records and systems. Contractor shall provide its own internal audit and quality assurance function, and maintain reasonable documentation. If an audit or review by a Federal, State or County auditor results in a corrective action plan, the Contractor shall develop such plan, obtain County approval and implement by the defined deadline. If such an audit or review results in a financial penalty for the County,the Contractor shall be expected to reimburse the Department. 19. Work according to generally accepted accounting practices in accordance with established State and Federal laws,rules and regulations. Contractor shall retain an external,independent auditor, and if Contractor is determined to be a sub-recipient must obtain at their cost an audit that complies with OMB Circular A-133. 20. Provide community outreach to residents of Weld County. This can be accomplished, at a minimum,by: a. Sending LEAP applications to community partners b. Setting up outreach booths/sites to share LEAP information c. Attending community meetings d. Advertising Page 2 of 2 EXHIBIT B PAYMENT SCHEDULE 1. Funding and Method of Payment Human Services agrees to reimburse the Contractor for expenses listed in Exhibit A for a total amount not to exceed One-hundred Fifty One Thousand Two Hundred Thirty Dollars ($151,230) or the amount allocated by the State of Colorado for the administration of LEAP and LEAP Outreach. LEAP administration total cannot exceed One-hundred Thirty Thousand Nine Hundred Twenty Nine Dollars($130,929). LEAP Outreach total cannot exceed Twenty Thousand Three Hundred One Dollars ($20,301). Expenses incurred by the Contractor, in association with said project prior to the term of this Agreement, are not eligible expenditures and shall not be reimbursed by Human Services. Payment pursuant to this Contract, if Weld County funds, whether in whole or in part, is subject to and contingent upon the continuing availability of Weld County funds for the purposed hereof. In the event that said funds, or any part thereof, become unavailable as determined by Human Services, Human Services may immediately terminate this Contract or amend it accordingly. 2. Submittal of Vouchers Billings for payment shall be submitted to the Weld County Department of Human Services,P.O. Box A, Greeley, Colorado 80632. When submitting billings for payment, the Contractor will submit and itemized billing detailing what specifically the expenses are for. All expenses must be reasonable to administer LEAP and LEAP Outreach. Page 1 of 1 EXHIBIT C ASSURANCES 1. The Contractor agrees it is an independent contractor and that its officers and employees do not become employees of Weld County, nor are they entitled to any employee benefits as Weld County employees, as the result of the execution of this Agreement. 2. Weld County, the Board of County Commissioners of Weld County, its officers and employees, shall not be held liable for injuries or damages caused by any negligent acts or omissions of Contractor or its employees, volunteers, or agents while performing duties as described in this Agreement. Contractor shall indemnify, defend, and hold harmless Weld County, the Board of County Conunissioners of Weld County, its employees, volunteers, and agents. The Contractor shall provide adequate liability and worker's compensation insurance for all its employees, volunteers, and agents engaged in the performance of the Agreement upon request, the Contractor shall provide Human Services with the acceptable evidence that such coverage is in effect. 3. No portion of this Agreement shall be deemed to constitute a waiver of any immunities the parties or their officers or employees may possess, nor shall any portion of this Agreement be deemed to have treated a duty of care with respect to any persons not a party to this Agreement. 4. No portion of this Agreement shall be deemed to create an obligation on the part of the County of Weld, State of Colorado,to expend funds not otherwise appropriated in each succeeding year. 5. If any section, subsections, paragraph, sentence, clause, or phrase of this Agreement is for any reason held or decided to be unconstitutional, such decision shall not effect the validity of the remaining portions. The parties hereto declare that they would have entered into this Agreement and each and every section, subsection, paragraph, sentence, clause, and phase thereof irrespective of the fact that any one or more sections, subsections,paragraphs, sentences, clauses, or phrases might be declared to be unconstitutional or invalid. 6. No officer, member or employee of Weld County and no member of their governing bodies shall have any pecuniary interest, direct or indirect,in the approved Agreement or the proceeds thereof. 7. The Contractor assures that they will comply with the Title VI of the Civil Rights Act of 1986 and that no person shall, on the grounds of race, creed, color, sex, or national origin, be excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination under this approved Agreement. 8. The Contractor assures that sufficient, auditable, and otherwise adequate records that will provide accurate, current, separate, and complete disclosure of the status of the funds received under the Agreement are maintained for three (3) years or the completion and resolution of an audit. Such records shall be sufficient to allow authorized local, Federal, and State auditors and representatives to audit and monitor the Contractor. 9. All such records, documents, communications, and other materials shall be the property of Human Services and shall be maintained by the Contractor, in a central location and custodian, in behalf of Human Services, for a period of three (3) years from the date of final payment under this Contract, or for such further period as may be necessary to resolve any matters which may be pending, or until an audit has been completed with the following qualification: If an audit by or on behalf of the federal and/or state government has begun but is not completed at the end of the three (3) year period, or if audit findings have not been resolved after a three(3)year period, the materials shall be retained until the resolution of the audit finding. 10. The Contractor assures that authorized local, federal and state auditors and representatives shall, during business hours, have access to inspect any copy records, and shall be allowed to monitor and review through on-site visits, all contract activities, supported with funds under this Agreement to ensure compliance with the Page 1 of 3 terms of this Agreement. Contracting parties agree that monitoring and evaluation of the performance of the Agreement shall be conducted by appropriate funding sources. The results of the monitoring and evaluation activities shall be provided to the appropriate and interested parties. 11. This Agreement shall be binding upon the parties hereto, their successors, heirs, legal representatives, and assigns. The Contractor of Human Services may not assign any of its rights or obligations hereunder without the prior written consent of both parties. 12. The Contractor certifies that Federal appropriated funds have not been paid or will be paid, by or on behalf of the Contractor, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, loan,grant,or cooperative agreement. 13. The Contractor assures that it will fully comply with the LEAP regulation promulgated, and all other applicable federal and state laws,rules and regulations. The Contractor understands that the source of funds to be used under this Agreement is: LEAP Funds. 14. The Contractor assures and certifies that it and its principals: a. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by a federal department of agency. b. Have not, within a three-year period of preceding this Agreement, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; violation of federal or state antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records,making false statements,or receiving stolen property; c. Are not presently indicted for or otherwise criminally or civilly charged by a government entity (federal, state, or local) with commission of any of the offenses enumerated in paragraph 11(b)of this certification; and d. Have not within a three-year period preceding this Agreement, had one or more public transactions(federal, state, and local)terminated for cause or default. 15. The Appearance of Conflict of Interest applies to the relationship of a contractor with Human Services when the Contractor also maintains a relationship with a third party and the two relationships are in opposition. In order to create the appearance of a conflict of interest, it is not necessary for the contractor to gain from knowledge of these opposing interests. It is only necessary that the contractor know that the two relationships are in opposition. During the term of the Contract the Contractor shall not enter any third party relationship that gives the appearance of creating a conflict of interest. Upon learning of an existing appearance of a conflict of interest situation, the Contractor shall submit to Human Services, a full disclosure statement setting forth the details that create the appearance of a conflict of interest. Failure to promptly submit a disclosure statement required by this paragraph shall constitute grounds for Human Services'termination, for cause,of its contract with the Contractor. 16. Contractor shall protect the confidentiality of all applicant records and other materials that are maintained in accordance with this Contract. Except for purposes directly connected the administration of LEAP,no Page 2 of 3 information about or obtained from any applicant/recipient in possession of Contractor shall be disclosed in a form identifiable with the applicant/recipient or a minor's parent or guardian. Contractor shall have written policies governing access to, duplication and dissemination of, all such information. Contractor shall advise its employees, agents and subcontractors, if any, that they are subject to these confidentiality requirements. Contractor shall provide its employees, agents, and subcontractors, if any, with a copy or written explanation of these confidentiality requirements before access to confidential data is permitted. 17. Proprietary information for the purposes of this contract is information relating to a party's research, development, trade secrets, business affairs, internal operations and management procedures and those of its customers, clients or affiliates, but does not include information (1) lawfully obtained from third parties, (2) that which is in the public domain, or (3) that which is developed independently. Neither party shall use or disclose directly or indirectly without prior written authorization any proprietary information concerning the other party obtained as a result of this Contract. Any proprietary information removed from the State's site by the Contractor in the course of providing services under this Contract will be accorded at least the same precautions as are employed by the Contractor for similar information in the course of its own business. 18. The Contractor certifies it will abide by Colorado Revised Statue(C.R.S.)26-6-104,requiring criminal background record checks for all employees, contractors,and sub-contractors. 19. Contractor certifies that it shall comply with the provisions of Colorado Revised Statutes (C.R.S.) 8-17.5-101, et seq. Contractor shall not knowingly employ or contract with an illegal alien to perform work under this Contract or enter into a contract with a subcontractor that fails to certify to Contractor that the subcontractor shall not knowingly employ or contract with an illegal alien to perform work under this Contract. Contractor represents, warrants, and agrees that it (a) has verified that it does not employ any illegal aliens, through participation in the Basic Pilot Employment Verification Program administered by the Human Security Administration and Department of Homeland Security, and (b) otherwise will comply with the requirements of C.R.S. 8-17.5-102(2)(b). Contractor shall comply with all reasonable requests made in the course of an investigation under C.R.S. 8-17.5-102 by the Colorado Department of Labor and Employment. If Contractor fails to comply with any requirement of this provision or C.R.S. 8- 17.5-101, et seq., Human Services may terminate this Contract for breach and Contractor shall be liable for actual and consequential damages to Human Services. Except where exempted by federal law and except as provided in C.R.S. 24-76.5-103(3), if Contractor receives federal or state funds under this Contract, Contractor must confirm that any individual natural person eighteen (18) years of age or older is lawfully present in the United States pursuant to C.R.S. 24-76.5-103(4) if such individual applies for public benefits provided under this Contract. If Contractor operates as a sole proprietor, it hereby swears or affirms under penalty of perjury that it(a) is a citizen of the United States or is otherwise lawfully present in the United States pursuant to federal law, (b) shall produce one of the forms of identification required by C.R.S. 24-76.5-101, et seq., and (c) shall produce one of the forms of identification required by C.R.S.24-76.5-103 prior to the effective date of this Contract. Page 3 of 3 WELD COUNTY PURCHASING 1861 6 1150 O Street Room #107, Greeley CO 80631 1 E-mail: mwalters( co.weld.co.us E-mail: reverett(c�co.weld.co.us Phone: (970) 356-4000, Ext 4222 or 4223 CO U N T Y , Fax: (970) 336-7226 DATE OF BID: AUGUST 8, 2014 REQUEST FOR: LEAP PROGRAM (LOW-INCOME ENERGY ASSISTANCE) FOR 2014-2015 DEPARTMENT: HUMAN SERVICES DEPT BID NO: #B1400165 PRESENT DATE: AUGUST 18, 2014 APPROVAL DATE: SEPTEMBER 3, 2014 VENDOR DISCOVER GOODWILL OF SOUTHERN AND WESTERN COLORADO 1460 GARDEN OF GODS RD COLO SPRINGS CO 80907 IT WAS THE DECISION OF THE WELD BOARD OF COUNTY COMMISSIONERS TO AWARD THE SOLE BIDDER FOR THE LEAP PROGRAM (LOW-INCOME ENERGY ASSISTANCE)TO VENDOR: DISCOVER GOODWILL OF SOUTHERN AND WESTERN COLORADO. WELD COUNTY COLORADO 9/3/14 BY: TREVOR JIRICEK DIRECTOR OF GENERAL SERVICES Discover 9 Goodwill 9°°"'"SOulha&I&Western Colorado Discover Goodwill of Southern and Western Colorado 1460 Garden of Gods Road Colorado Springs,CO 80907 (719)635-4483 Low-Income Energy Assistance Program (LEAP) REQUEST FOR PROPOSAL NO.B1400165 Submitted to: Weld County Purchasing Department 1150 O Street,Room 107 Greeley,Colorado 80631 Due Date:August 8,2014 Time Due:10:00 AM 9A Goodwill yvvdmlll Soatliern&Wcstcrn Colorado Discover Goodwill of Southern and Western Colorado 1460 Garden of Gods Road Colorado Springs, CO 80907 (719) 635-4483 Low-Income Energy Assistance Program (LEAP) REQUEST FOR PROPOSAL NO. B1400165 Submitted to: Weld County Purchasing Department 1150 O Street, Room 107 Greeley, Colorado 80631 Due Date: August 8, 2014 Time Due: 10:00 AM EXHIBIT A SCOPE OF SERVICES I. Abide by all applicable Federal and State laws; Federal, State and County rules, regulations and program parameters; and applicable County and Department policies and procedures. This includes all civil rights laws and requirements. Discover Goodwill understands and will abide by all Federal and State laws and all Federal, State and County rules, regulations and program parameters. 2. Ensure staff are appropriately trained on program rules, and use the required State computer system prior to determining eligibility and process applications. Access additional State or third party systems, Department of Labor, to obtain or verify information. Use any County or Department computer systems or tracking tools as requested. Contractor shall comply with the State and County system access, use and confidentiality requirements. Contractor shall notify the Department immediately, when employees no longer have authorization to access any State or County system. All staff hired for the LEAP program will he appropriately trained on program rules and the required State computer systems. The new technicians will attend the annual "New Tech" training held by the State LEAP office prior to the start of the program. Returning veteran staff will attend a one-day training held by the State LEAP office. All other staff will receive in-house training that is specific to their job responsibilities. Discover Goodwill also understands it is necessary to have access to certain State and County IT systems in order to administer the LEAP program and obtain or verify information. All computers and computer systems will be in compliance and compatible with County and State requirements and confidentiality requirements. Discover Goodwill will use any existing LEAP computers and related hardware and software and notified the Department immediately when employees no longer have authorization to access State or County systems. 3. Address all appeals and complaints. Discover Goodwill will address all appeals and complaints. 4. Maintain hours of operation that correspond to the Department's, i.e., Monday through Friday 8 a.m. to 5 p.m. Reasonable holiday and weather closures are permitted. During business hours, Contractor will make applications available to any interested individual and accept applications. Be available during hours of operation to answer client and vendor questions and address concerns, and timely respond to customer calls and requests. Discover Goodwill maintains hours of operation of Monday through Friday, 8 a.m. to 5 p.m. All applications will be submitted to the contractor via mail, fax or scanned electronic mail. In the event a client has a question pertaining to their application, Discover Goodwill will maintain both a local and toll-free 800 phone numbers. The mail-in process and phone system will eliminate the need for client office visits. 5. Retain confidentiality of all referrals and client information. This includes all verbal and written communication, and all service delivery information. Unless prior written approval is provided from the County, the Contractor may not release any information about the program and its applicants. Discover Goodwill will retain confidentiality of all referrals and client information. Written policy' memorandums will address the confidentiality of all client information as well as the safety and confidentiality of records. Each agent, employee or subcontractor that comes into contact with client records will be subject to all confidentiality policies and required to sign a confidentiality agreement before coming into contact with any documentation. All LEAP employees will also sign a conflict of interest statement. Additionally', Discover Goodwill and its employees are HIPAA compliant and trained in all regulations. Discover Goodwill also provides Civil Rights training to all staff annually. Discover Goodwill will not release any information about the program and its applicants. 6. Create and maintain participant and program files that adequately address Department, County, State, and Federal program requirements and that meet reasonable audit standards. Contractor shall maintain documentation for five (5)years. Files include, but may not be limited to: a.Signed and dated staff confidentiality statements and any other signed policies and procedures required by the Department, b.Client requests or referrals, c.Client applications and related supporting documentation, and d.A1l fiscal records. Discover Goodwill will maintain all client and program files including confidentiality statements, client requests and referrals, client applications and all fiscal records either hard copy, electronically or both. Files will be retained and accessible for State and Department review as needed and all files will be maintained for five years. 7. Determine eligibility of applicants for LEAP in accordance with all LEAP rules and regulations. This includes timely processing of expedited applications when a utility shut-off is pending. Contractor shall save in the applicant case file: a) all documentation received by the applicant regarding household information and eligibility issues; and b) all internal documentation by staff regarding information requests, comments and rationale regarding determination and verification of eligibility, case actions, and investigation referrals. The Manager and Coordinator at Discover Goodwill are active members of the LEAP Stakeholders Meetings at the State LEAP Office in Denver. They serve on committees that review rules, policies and procedures for the LEAP program and are instrumental in making changes for the continued improvement of the program. Discover Goodwill determines the eligibility of applicants for LEAP by a division of labor by individual staff. This is done through "production pods" with staff that are cross-trained and specialize in all the various elements of the application process to ensure a timely turn-around. This process, now considered best practice throughout the State, increases efficiency, is more cost effective and reduces clients' wait time for benefit delivery. Discover Goodwill maintains all documentation received by the applicant as well as all internal documentation staff have regarding information requests, comments and rationale regarding determinations and verification of eligibility, case actions and investigation referrals. 8. After review of all available state/county computer systems and reviewing the LEAP application, if suspected fraud has occurred,the Contractor must submit a fraud referral to the Department, Discover Goodwill understands if fraud is suspected a fraud referral must be submitted to the Department. 9. For any overpayments of LEAP benefits that occurred during the contract period, the Contractor must complete the request for a claim and send it to the Department. Discover Goodwill understands if any overpayments of the LEAP benefits occur during the contract period it must complete a request for a claim and send it to the Department. 10. Develop detailed written operating procedures and present these to the Department for review and approval. These should include items such as processing expectations, case reviews, and confidentiality. The operating procedures and related administrative functions must be approved by the County and be in place within 15 days from the start date of the contract. A completed procedures manual draft will be given to the Department no later than fifteen days from the contract start-date. A final version of Discover Goodwill's LEAP Operating Procedures, incorporating any requested revisions by the Department, will be given to the Department no later than fifteen days after the initial return of the draft. Refer to Attachment A, an outline of the proposed Operating Procedures for the LEAP program. I1. I lave adequate space, staff and operations in place and prepared to begin processing applications by November I", and maintain adequate space, staff and operations throughout the Contract. Administrative support services personnel would include, but not be limited to: accounting, internal audit, purchasing, human resources, customer service, and staff development. Space, staff and operations to administer the LEAP program are already in place. Discover Goodwill also has all the administrative support personnel in place and will be ready to begin processing applications by November I'. 12. Meet with County staff as requested to review overall performance. Reports on case reviews, customer services and any related activities shall be accompany monthly invoicing, and may be additionally discussed in performance meetings. Discover Goodwill will meet with County staff as requested to review overall performance. 13. Cooperate with community partners, service providers and County staff as reasonable and appropriate to achieve LEAP requirements and quality customer service. Discover Goodwill will cooperate with all community partners, approved service providers and County staff to achieve LEAP requirements and quality customer service. 14. Obtain and have operational within 15 days from the start date of the contract and maintain throughout the contract, equipment and technology reasonably needed to execute the contract. This included but may not be limited to: a.Fax and phone lines b.Copiers and Printers c.Computers and LAN d.Telephones and related gear(e.g., headsets) e.Shredder f. All necessary office furniture g.All necessary office supplies Discover Goodwill owns/leases all necessary equipment to operate the LEAP program. If it is determined that additional supplies are needed, Discover Goodwill will maintain and have all equipment operational within 15 days before the start date of the contract. 15. Provide appropriately skilled supervision of staff and appropriate overall management. Notify the County in writing of any change in the persons authorized to bind the Contractor. Not subcontract this work to any other entity. Discover Goodwill will provide appropriately skilled supervision and overall management of the LEAP program. Please see attached resumes, Attachment 131 and [32. Goodwill will notify the County in writing of any change in the persons authorized to bind the contract and will not subcontract this work to any other entity. For a complete list of all jobs, refer to the organizational chart, Attachment C. 16. Obtain reference and background checks before hiring employees to perform under the contract. Discover Goodwill uses an outside,full-service background screening company called Nation Check to conduct all of its background checks. Both new and returning LEAP staff are subject to the following background checks prior to employment: Social Security Number Trace, 1-9 Immigration/Citizenship Status/ Work Eligibility(E- Verify),Colorado All County and District Court Search, National Criminal Database(including sex offender registry information), National Sex Offender Register and Medical Sanction Scan. Following all the searches for the background check,all LEAP staff must take a five panel drug screening. This screening is also conducted by Nation Check and administered at an off-site, certified drug screen facility. Employment is contingent upon these searches and a negative drug test result. 17. Not speak with any member of the media without express consent by a County Commissioner, County or Department Director. Not present to any entity that they make policy or funding decisions on behalf of the County or Department. Contractor shall not engage in any form of lobbying on behalf of the County. Discover Goodwill agrees it will not speak with any member of the media without the consent of a County Commissioner, or present to any entity that it makes policy or funding decisions on behalf of the County or Department. Discover Goodwill will not engage in any form of lobbying on behalf of the County. 18. Participate in any Federal, State or County audits or performance reviews, and allow access to all related records and systems. Contractor shall provide its own internal audit and quality assurance function, and maintain reasonable documentation. If an audit or review by a Federal, State or County auditor results in a corrective action plan, the Contractor shall develop such plan, obtain County approval and implement by the defined deadline. If such an audit or review results in a financial penalty for the County, the Contractor shall be expected to reimburse the Department. Discover Goodwill understands all documentation is the exclusive intellectual property of the Department and agrees to comply with an audit, if required by law, and any of the expenses incurred with the audit including any fines incurred. If an audit or review requires a corrective action plan, Discover Goodwill will develop the plan, obtain County approval and implement by the defined deadline. 19. Work according to generally accepted accounting practices in accordance with established State and Federal laws, rules and regulations. Contractor shall retain an external, independent auditor, and if Contractor is determined to be a sub-recipient must obtain at their cost an audit that complies with OMB Circular A-133. Discover Goodwill will work according to generally accepted accounting practices in accordance with established State and Federal laws, rules and regulations. Goodwill retains an external, independent auditor who conducts an annual audit. This auditor has determined Discover Goodwill falls outside of the OMB Circular A-133. 20. Provide community outreach to residents of Weld County. This can be accomplished,at a minimum, by: a. Sending LEAP applications to community partners b. Setting up outreach booths/sites to share LEAP information c. Attending community meetings d. Advertising Discover Goodwill will work with community partners, vendors and other government agencies to provide outreach information to the residents of Weld County. Discover Goodwill will attend an annual meeting of those individuals to give them up-to-date information about the upcoming LEAP season and assist via telephone or email if there are specific questions by those individuals. Discover Goodwill will also work with Energy Outreach Colorado and the state LEAP office on initiatives to reach residents. EXHIBIT B PAYMENT SCHEDULE Funding and Method of Payment Human Services agrees to reimburse the Contractor for shelter and case manager services as described in Exhibit A for a total amount not to exceed One-hundred Twenty Eight Thousand Seven I kindred Sixty Eight Dollars ($128,768) or the amount allocated by the State of Colorado for the administration and Outreach of LEAP. Discover Goodwill will administer the Weld County contract for the state approved allocation for administration and Outreach as designated by the State's allocation letter that is received annually. This combined administration and outreach amount was $ 160,260 for the 2013-2014 LEAP season. Expenses incurred by the Contractor, in association with said project prior to the term of this Agreement, are not eligible expenditures and shall not be reimbursed by Human Services. Discover Goodwill will not incur expenses in association with the LEAP project prior to the terms of this agreement and will not ask for reimbursement by I luman Services on those non-eligible expenditures. Payment pursuant to this Contract, if Weld County funds, whether in whole or in part, is subject to and contingent upon the continuing availability of Weld County funds for the purposed hereof. In the event that said funds, or any part thereof, become unavailable as determined by Human Services, Human Services may immediately terminate this Contract or amend it accordingly. Discover Goodwill agrees that in the event that county funds, or any part thereof, become unavailable as determined by Human Services that Human Services may immediately terminate this contract or amend it accordingly. 2. Submittal of Vouchers Billings for payment shall be submitted to the Weld County Department of Human Services, P.O. Box A, Greeley, Colorado 80632. When submitting billings for payment,the Contractor will submit and itemized billing detailing what specifically the expenses are for. All expenses must be reasonable to administer LEAP. Discover Goodwill will submit billings for payment to Weld County Department of Human Services, P.O. Box A, Greeley, Colorado 80632. Discover Goodwill will send a financial statement with the invoice on a monthly basis. Discover Goodwill's accounting system can provide itemized bills when requested for audits and quarterly reviews on specific line items from the monthly financial. EXHIBIT C ASSURANCES 1. The Contractor agrees it is an independent contractor and that its officers and employees do not become employees of Weld County, nor are they entitled to any employee benefits as Weld County employees, as the result of the execution of this Agreement. 2. Weld County, the Board of County Commissioners of Weld County, its officers and employees, shall not be held liable for injuries or damages caused by any negligent acts or omissions of Contractor or its employees, volunteers, or agents while performing duties as described in this Agreement. Contractor shall indemnify, defend, and hold harmless Weld County, the Board of County Commissioners of Weld County, its employees, volunteers, and agents. The Contractor shall provide adequate liability and worker's compensation insurance for all its employees, volunteers, and agents engaged in the performance of the Agreement upon request, the Contractor shall provide Human Services with the acceptable evidence that such coverage is in effect. 3. No portion of this Agreement shall be deemed to constitute a waiver of any immunities the parties or their officers or employees may possess, nor shall any portion of this Agreement be deemed to have treated a duty of care with respect to any persons not a party to this Agreement. 4. No portion of this Agreement shall be deemed to create an obligation on the part of the County of Weld, State of Colorado,to expend funds not otherwise appropriated in each succeeding year. 5. If any section, subsections, paragraph, sentence, clause, or phrase of this Agreement is for any reason held or decided to be unconstitutional, such decision shall not affect the validity of the remaining portions. The parties hereto declare that they would have entered into this Agreement and each and every section, subsection, paragraph, sentence, clause, and phrase thereof irrespective of the fact that any one or more sections, subsections, paragraphs, sentences,clauses,or phrases might be declared to be unconstitutional or invalid. 6. No officer, member or employee of Weld County and no member of their governing bodies shall have any pecuniary interest, direct or indirect, in the approved Agreement or the proceeds thereof 7. The Contractor assures that they will comply with the Title VI of the Civil Rights Act of 1986 and that no person shall, on the grounds of race, creed, color, sex, or national origin, be excluded from participation in, he denied the benefits of, or be otherwise subjected to discrimination under this approved Agreement. 8. The Contractor assures that sufficient, auditable, and otherwise adequate records that will provide accurate, current, separate, and complete disclosure of the status of the funds received under the Agreement are maintained for three (3) years or the completion and resolution of an audit. Such records shall be sufficient to allow authorized local, Federal, and State auditors and representatives to audit and monitor the Contractor. 9. All such records, documents, communications, and other materials shall be the property of Human Services and shall be maintained by the Contractor, in a central location and custodian, in behalf of Human Services, for a period of three (3) years from the date of final payment under this Contract, or for such further period as may be necessary to resolve any matters which may he pending, or until an audit has been completed with the following qualification: If an audit by or on behalf of the federal and/or state government has begun but is not completed at the end of the three (3) year period, or if audit findings have not been resolved after a three (3) year period, the materials shall be retained until the resolution of the audit finding. 10. The Contractor assures that authorized local, federal and state auditors and representatives shall, during business hours, have access to inspect any copy records, and shall be allowed to monitor and review through on-site visits, all contract activities, supported with funds under this Agreement to ensure compliance with the terms of this Agreement. Contracting parties agree that monitoring and evaluation of the performance of the Agreement shall be conducted by appropriate funding sources. The results of the monitoring and evaluation activities shall be provided to the appropriate and interested parties. I 1. This Agreement shall be binding upon the parties hereto, their successors, heirs, legal representatives, and assigns. The Contractor of I luman Services may not assign any of its rights or obligations hereunder without the prior written consent of both parties. 12. The Contractor certifies that Federal appropriated funds have not been paid or will be paid, by or on behalf of the Contractor, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, loan, grant,or cooperative agreement. 13. The Contractor assures that it will fully comply with the LEAP regulation promulgated, and all other applicable federal and state laws, rules and regulations. The Contractor understands that the source of funds to be used under this Agreement is: LEAP Funds. 14. The Contractor assures and certifies that it and its principals: a. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by a federal department of agency. b. Have not, within a three-year period of preceding this Agreement, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; violation of federal or state antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; c. Are not presently indicted for or otherwise criminally or civilly charged by a government entity (federal, state, or local)with commission of any of the offenses enumerated in paragraph 11(b) of this certification; and d. Have not within a three-year period preceding this Agreement, had one or more public transactions (federal, state,and local)terminated for cause or default. 15. The Appearance of Conflict of Interest applies to the relationship of a contractor with Human Services when the Contractor also maintains a relationship with a third party and the two relationships are in opposition. In order to create the appearance of a conflict of interest, it is not necessary for the contractor to gain from knowledge of these opposing interests. It is only necessary that the contractor know that the two relationships are in opposition. During the term of the Contract the Contractor shall not enter any third party relationship that gives the appearance of creating a conflict of interest. Upon learning of an existing appearance of a conflict of interest situation, the Contractor shall submit to I luman Services, a full disclosure statement setting forth the details that create the appearance of a conflict of interest. Failure to promptly submit a disclosure statement required by this paragraph shall constitute grounds for Human Services'termination, for cause,of its contract with the Contractor. 16. Contractor shall protect the confidentiality of all applicant records and other materials that are maintained in accordance with this Contract. Except for purposes directly connected the administration of LEAP, no information about or obtained from any applicant/recipient in possession of Contractor shall be disclosed in a form identifiable with the applicant/recipient or a minor's parent or guardian. Contractor shall have written policies governing access to, duplication and dissemination of, all such information. Contractor shall advise its employees, agents and subcontractors, if any, that they are subject to these confidentiality requirements. Contractor shall provide its employees, agents, and subcontractors, if any, with a copy or written explanation of these confidentiality requirements before access to confidential data is permitted. 17. Proprietary information for the purposes of this contract is information relating to a party's research, development, trade secrets, business affairs, internal operations and management procedures and those of its customers, clients or affiliates, but does not include information (I) lawfully obtained from third parties, (2) that which is in the public domain, or(3)that which is developed independently. Neither party shall use or disclose directly or indirectly without prior written authorization any proprietary information concerning the other party obtained as a result of this Contract. Any proprietary information removed from the State's site by the Contractor in the course of providing services under this Contract will be accorded at least the same precautions as are employed by the Contractor for similar information in the course of its own business. 18. The Contractor certifies it will abide by Colorado Revised Statue(C.R.S.)26-6-104, requiring criminal background record checks for all employees, contractors, and sub-contractors. 19. Contractor certifies that it shall comply with the provisions of Colorado Revised Statutes (C.R.S.) 8-17.5-101, et seq. Contractor shall not knowingly employ or contract with an illegal alien to perform work under this Contract or enter into a contract with a subcontractor that fails to certify to Contractor that the subcontractor shall not knowingly employ or contract with an illegal alien to perform work under this Contract. Contractor represents, warrants, and agrees that it(a) has verified that it does not employ any illegal aliens, through participation in the Basic Pilot Employment Verification Program administered by the Human Security Administration and Department of Homeland Security, and (b) otherwise will comply with the requirements of C.R.S. 8-17.5- 102(2)(b). Contractor shall comply with all reasonable requests made in the course of an investigation under C.R.S. 8-17.5-102 by the Colorado Department of Labor and Employment. If Contractor fails to comply with any requirement of this provision or C.R.S. 8-17.5-101, et seq., Human Services may terminate this Contract for breach and Contractor shall be liable for actual and consequential damages to Human Services. Except where exempted by federal law and except as provided in C.R.S. 24-76.5-103(3), if Contractor receives federal or state funds under this Contract, Contractor must confirm that any individual natural person eighteen (18) years of age or older is lawfully present in the United States pursuant to C.R.S. 24-76.5-103(4) if such individual applies for public benefits provided under this Contract. If Contractor operates as a sole proprietor, it hereby swears or affirms under penalty of perjury that it (a) is a citizen of the United States or is otherwise lawfully present in the United States pursuant to federal law, (b) shall produce one of the forms of identification required by C.R.S. 24-76.5-101, et seq., and (c) shall produce one of the forms of identification required by C.R.S. 24-76.5-103 prior to the effective date of this Contract. 1. The bid proposed herein meets all of the conditions, specifications and special provisions set forth in the request for proposal for Request No. B140016 l 2. The quotations set forth herein are exclusive of any federal excise taxes and all other state and local taxes. 3. He or she is authorized to bind the below-named bidder for the amount shown on the accompanying proposal sheets. 4. The signed bid submitted, all of the documents of the Request for Proposal contained herein (including, but not limited to, product specifications and scope of services), and the formal acceptance of the bid by Weld County, together constitutes a contract, with the contract date being the date of formal acceptance of the bid by Weld County. 5. Weld County reserves the right to reject any and all bids, to waive any informality in the bids, and to accept the bid that, in the opinion of the Board of County Commissioners, is to the best interests of Weld County. The bid will be awarded to one vendor. FIRM Discover Goodwill of Southern and Western Colorado BY Denise A. Krug (Please print) BUSINESS ADDRESS 1460 Garden of the Gods Rd. DATE CITY, STATE, ZIP CODE Colorado Springs, CO 80907 TELEPHONE NO 71 -635-4483 FAX 719-635-5713 TAX ID# 84-0513404 SIGNATURE C A , 674 E-MAIL dkrugi discovermygoodwill.org WELD COUNTY IS EXEMPT FROM COL RADO SALES TAXES. THE CERTIFICATE OF EXEMPTION NUMBER IS #98-03551-0000. PLEASE DO NOT SEND BACK PAGES 1-7 OF THIS 19 PAGE RFP. AGREEMENT FOR SERVICES BETWEEN THE WELD COUNTY DEPARTMENT OF HUMAN SERVICES AND LEAP ELIGIBILITY VENDOR This Agreement, made and entered into this day of August, 2014 by and between the Board of County Commissioners, on behalf of the Weld County Department of Human Services, hereinafter referred to as "Human Services," and LEAP eligibility vendor," hereinafter referred to as the "Contractor." W ITNESSETH WHEREAS, the County of Weld, pursuant to the Weld County Home Rule Charter, has provided administrative and outreach funding to an Experienced Contractor to determine eligibility for Weld County's Low-income Energy Assistance Program (LEAP) population pursuant to Bid Request No 4131400165: and WHEREAS, Human Services desires to enter into an agreement with the Contractor to assist Human Services through its professional expertise, knowledge, and experience and is ready, willing and able to provide such services, subject to the conditions hereinafter set forth. NOW THEREFORE, in consideration of the parties' mutual promises, the parties hereto covenant and agree as follows: 1. Term This Agreement shall become effective September 15, 2014, and shall expire September 14, 2015. 2. Scope of Services Services shall be provided by the Contractor to any person(s) inquiring, applying and/or eligible for LEAP services in compliance with Exhibit A "Scope of Services," a copy of which is attached and incorporated by reference. 3. Payment Schedule a. Payment shall be made on the basis of Exhibit B, "Payment Schedule," a copy of which is attached and incorporated by reference. The Agreement Budget shall establish the maximum reimbursement which will he paid from federal and/or state funds throughout the duration of this agreement. b. The Contractor shall submit an itemized monthly billing to Human Services for all costs incurred pursuant to Exhibit A of this Agreement in accordance with criteria established by Human Services. The Contractor shall submit all itemized monthly billings to the Human Services no later than the fifteenth (15) day of the month following the month the cost was incurred. Billings must be signed by the Contractor. Discover Goodwill provides a financial report in conjunction with the invoice. Itemized documentation can be made available upon request on a quarterly basis. Discover Goodwill also requests a modification to the monthly billing date of the 15th day of the month. Requested change is that the invoice be submitted no later than the 30th day of the month. This is due to organization financials not being available until after the 18th of each month. Failure to submit monthly billings in accordance with the terms of this agreement shall result in the Contractor's forfeiture of all rights to be reimbursed for such expenses. c. Payments to the Contractor shall he made monthly by Human Services upon receipt of such itemized billings as required under Exhibits A and B. d. Reimbursement of costs incurred pursuant to this Agreement is expressly contingent upon the availability of state and federal funds. e. Human Services shall not be billed for, and reimbursement shall not be made for, time involved in activities outside of those defined in Exhibit A. Work performed prior to the effective date on this Contract shall not be reimbursed or considered part of this Agreement. 3. Financial Management At all times from the effective date of this Contract until completion of this Contract, the Contractor shall comply with the administrative requirements, cost principles and other requirements set forth in the Financial Management Manual adopted by the State of Colorado. The required annual audit of all funds expended under LEAP must conform to the Single Audit Act of 1984 and OMB Circular A-128. 4. Payment Method Unless otherwise provided in the Scope of Services and Payment Schedule: a. The Contractor shall provide proper monthly invoices and verification of services performed for costs incurred in the performance of the agreement. b. Human Services may withhold any payment if the Contractor has failed to comply with the Financial Management Requirements, program objectives, contractual terms, or reporting requirements. 5. Assurances The Contractor shall abide by all assurances as set forth in the attached Exhibit C, which is attached hereto and incorporated herein by reference. 6. Compliance with Applicable Laws At all times during the performance of this contract, the Contractor shall strictly adhere to all applicable federal and state laws, orders, and all applicable standards, regulations, interpretations or guidelines issued pursuant thereto. This includes the protection of the confidentiality of all applicant/recipient records, papers, documents, tapes and any other materials that have been or may hereafter be established which relate to this Contract. While not an exhaustive list, the Contractor acknowledges that the following laws arc included: -Title VI of the Civil Rights Act of 1964, 42 U.S.C. Sections 2000d-1 et. seq. and its implementing regulation, 45 C.F.R. Part 80 et. seq.; and - Section 504 of the Rehabilitation Act of 1973,29 U.S.C. Section 794, and its implementing regulation,45 C.F.R. Part 84; and -The Age Discrimination Act of 1975, 42 U.S.C. Sections 6101 et seq. and its implementation regulation, 45 C.F.R. Part 91; and - Title VII of the Civil Rights Act of 1964; and - The Age Discrimination in Employment Act of 1967; and - the Equal Pay Act of 1963; and -the Education Amendments of 1972; and - Immigration Reform and Control Act of 1986, P.L. 99-603; and all regulations applicable to these laws prohibiting discrimination because of race, color, national origin, and, sex, religion and handicap, including Acquired Immune Deficiency Syndrome (AIDS) or AIDS related conditions, covered under Section 504 of the Rehabilitation Act of 1973, as amended, cited above. Included if 45 C.F.R. Part 74 Appendix G 9, which requires that affirmative steps be taken to assure that small and minority businesses are utilized, when possible, as sources of supplies, equipment, construction and services. This assurance is given in consideration of and for the purpose of obtaining any and all federal and/or state financial assistance. Any person who feels that s/he has been discriminated against has the right to file a complaint either with the Colorado Department of Human Services or with the U.S. Department of I lealth and Human Services, Office for Civil Rights. 7. Certifications Contractor certifies that, at the time of entering into this Contract, it has currently in effect all necessary licenses, approvals, insurance, etc. required to properly provide the services and/or supplies covered by this contract. 8. Monitoring and Evaluation The Contractor and Human Services agree that monitoring and evaluation of the performance of this Agreement shall be conducted by the Contractor and Human Services. The results of the monitoring and evaluation shall be provided to the Board of Weld County Commissioners. The Contractor shall permit Human Services, and any other duly authorized agent or governmental agency, to monitor all activities conducted by the contractor pursuant to the terms of this Agreement. As the monitoring agency may in its sole discretion deem necessary or appropriate, such program data, special analyses, on-site checking, formal audit examinations, or any other reasonable procedures. All such monitoring shall be performed in a manner that will not unduly interfere with agreement work. 9. Certification Contractor certifies that Contractor is not an illegal immigrant, and further, Contractor represents, warrants, and agrees that it has verified that Contractor does not employ any illegal aliens. If it is discovered that Contractor is an illegal immigrant, employs illegal aliens or subcontracts with illegal aliens, County can terminate this Agreement and Contractor may be held liable for damages. 10. Fund Availability Financial obligations of the County payable after the current fiscal year are contingent upon funds for that purpose being appropriated, budgeted and otherwise made available. By execution of this Agreement, County does not warrant that funds will be available to fund this Agreement beyond the current fiscal year. I I. No Conflict No employee of Contractor nor any member of Contractor's family shall serve on a County Board, committee or hold any such position which either by rule, practice or action nominates, recommends, supervises Contractor's operations, or authorizes funding to Contractor. 12. Severability If any term or condition of this Agreement shall be held to be invalid, illegal, or unenforceable, this Agreement shall be construed and enforced without such provision, to the extent that this Agreement is then capable of execution within the original intent of the parties. 13. Governmental Immunity No term or condition of this contract shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protections or other provisions, of the Colorado Governmental Immunity Act §§24-10- 101 et seq., as applicable now or hereafter amended. 14. No Third Party Beneficiary It is expressly understood and agreed that the enforcement of the terms and conditions of this Agreement, and all rights of action relating to such enforcement, shall be strictly reserved to the undersigned parties and nothing in this Agreement shall give or allow any claim or right of action whatsoever by any other person not included in this Agreement. It is the express intention of the undersigned parties that any entity other than the undersigned parties receiving services or benefits under this Agreement shall he an incidental beneficiary only. 15. Board of County Commissioners of Weld_County Approval This Agreement shall not be valid until it has been approved by the Board of County Commissioners of Weld County, Colorado or its designee. 16. Choice of Law Colorado law, and rules and regulations established pursuant thereto, shall be applied in the interpretation, execution, and enforcement of this Agreement. Any provision included or incorporated herein by reference which conflicts with said laws, rules and/or regulations shall be null and void. 17. Public Contracts for Services C.R.S. §8-17.5-101. Contractor certifies, warrants, and agrees that it does not knowingly employ or contract with an illegal alien who will perform work under this contract and will confirm the employment eligibility of all employees who are newly hired for employment in the United States to perform work under this Agreement, through participation in the E-Verify program of the Department program established pursuant to C.R.S. §8-17.5-102(5)(c). Contractor shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or enter into a contract with a subcontractor that fails to certify with Contractor that the subcontractor shall not knowingly employ or contract with an illegal alien to perform work under this Agreement. Contractor (a) shall not use E-Verify Program or Department program procedures to undertake pre-employment screening or job applicants while this Agreement is being performed, (b) shall notify the subcontractor and Weld County within three (3) days that Contractor has actual knowledge that a subcontractor is employing or contracting with an illegal alien and (c) shall terminate the subcontract if a subcontractor dues not stop employing or contracting with the illegal alien within three (3) days of receiving notice, and (d) shall comply with reasonable requests made in the course of an investigation, undertaken pursuant to C.R.S. §8-17.5-102(5), by the Colorado Department of Labor and Employment. If Contractor participates in the Department program, Contractor shall deliver to County, a written notarized affirmation that it has examined the legal work status of such employee, and shall comply with all of the other requirements of the Department program. If Contractor fails to comply with any requirement of this provision or of C.R.S. §8-17.5-101 et seq., County, may terminate this Agreement for breach, and if so terminated, Contractor shall be liable for damages. 18. Employee Financial Interest/Conflict of Interest C.R.S. §§24-18-201 et seq. and §24-50-507. The signatories.to this Agreement aver that to their knowledge, no employee of County has any personal or beneficial interest whatsoever in the service or property which is the subject matter of this Agreement. Contractor has no interest and shall not acquire any interest direct or indirect, which would in any manner or degree with the performance of Contractor's services and Contractor shall not employ any person having such known interests. During the term of this Agreement, Contractor shall not engage in any business or personal activities or practices or maintain any relationships which actually conflict with or in any way appear to conflict with the full performance of its obligations under this Agreement, Failure by Contractor to ensure compliance with this provision may result, in County's sole discretion, in immediate termination of this Agreement. 19. Attorneys Fees/Legal Costs. In the event of a dispute between County and Contractor, concerning this Agreement, the parties agree that each party shall be responsible for the payment of attorney fees and/or legal costs incurred by or on its own behalf. 20. Modification of Agreement All modifications to this agreement shall be in writing and signed by both parties. 21. Remedies The Director of Human Services or designee may exercise the following remedial actions should s/he find the Contractor substantially failed to satisfy the scope of work found in this Agreement. Substantial failure to satisfy the scope of work shall be defined to mean incorrect or improper activities or inaction by the Contractor. These remedial actions are as follows: a. Withhold payment to the Contractor until the necessary services or corrections in performance are satisfactorily completed; b. Deny payment or recover reimbursement for those services or deliverables which have not been performed and which due to circumstances caused by the Contractor cannot be performed or if performed would be of no value to the Human Services. Denial of the amount of payment shall be reasonably related to the amount of work or deliverables lost to Human Services; c. Incorrect payment to the Contractor due to omission, error, fraud, and/or defalcation shall be recovered from Contractor by deduction from subsequent payments under this Agreement or other agreements between Human Services and the Contractor, or by Human Services as a debt due to Human Services or otherwise as provided by law. 22. Representatives For the purpose of this Agreement, the individuals identified below are hereby designated representatives of the respective parties. Either party may from time to time designate in writing a new or substitute representative(s): For Human Services: For the Contractor: John Kruse, A.P. Administrator Denise A. Krug V.P. Work Force Development and Community Programs Name Title Name Title 23. Notice All notices required to be given by the parties hereunder shall be given by certified or registered mail to the individuals at the addresses set forth below. Either party may from time to time designate in writing a substitute person(s) or address to whom such notices shall be sent: To: Human Services To: Discover Goodwill of Southern and Western Colorado Judy A. Griego, Director Denise A. Krug, V.P. P.O. Box A 1460 Garden of the Gods Rd Greeley, CO 80631 Colorado Springs, CO 80907 24. Litigation The Contractor shall promptly notify Human Services in the event that the Contractor learns of any actual litigation in which it is a party defendant in a case which involves services provided under this Agreement. The Contractor, within five (5) calendar days after being served with a summons, complaint, or other pleading which has been tiled in any federal or state court or administrative agency, shall deliver copies of such document(s) to the Human Services' Director. The term "litigation" includes an assignment for the benefit of creditors, and filings in bankruptcy, reorganization and/or foreclosure. 25. Termination This Agreement may be terminated at any time for convenience by either party given thirty (30) days written notice and is subject to the availability of funding. 26. Entire Agreement This Agreement, together with all attachments hereto, constitutes the entire understanding between the parties with respect to the subject matter hereof, and may not be changed or modified except as stated in Paragraph 9 herein. 25. Termination This Agreement may be terminated at any time for convenience by either party given thirty (30) days written notice and is subject to the availability of funding. 26. Entire Agreement This Agreement, together with all attachments hereto, constitutes the entire understanding between the parties with respect to the subject matter hereof, and may not be changed or modified except as stated in Paragraph 9 herein. IN WITNESS WHEREOF, the parties hereto have duly executed the Agreement as of the day, month, and year first above written. ATTEST: Weld County Clerk to the Board BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO BY: Deputy Clerk to the Board Douglas Rademacher, Chair APPROVED AS TO FORM: Cont ctor Bruce Barker, County Attorney J /. Contractor WELD COUNTY DEPARTMENT OF HUMAN SERVICES Judy A.Griego, Director Discover Goodwill of Southern and Western Colorado REQUEST NO#61400165 LEAP Proposed Budget for 2014-2015 Administration Expenses Total Director $ 4,900.00 Manager $ 8,850.00 Coordinator $ 6,914.00 Outreach Specialist $ 6,188.00 System Improvement Specialist $ 7,061.73 Technicians $ 31,192.00 Clerks $ 16,600.00 Total $ 81,705.73 Fringe (21.9%) $ 17,893.55 Total Payroll $ 99,599.28 Operating Expenses Professional Fees $ 270.00 Total Supplies (Office, computer, forms and printing, other) $ 7,000.00 Occupancy $ 12,000.00 Other Operating Expenses Telephones $ 1,000.00 Postage $ 8,020.00 Advertising; Promo Printing& Other $ 700.00 Equipment Maintenance& Rentals $ 2,000.00 Meetings & Seminars;Fees, Travel, Meals& Rooms $ 1,500.00 Transportation (Travel Allowance, Trash Removal) $ 1,400.00 Depreciation $ 9,600.00 Total Operating $ 43,490.00 Total Payroll $ 99,599.28 Indirect Costs (12%) $ 17,170.71 Total Budget $ 160,260.00 This budget is based on serving 4,500 applicants Outreach Expenses (Amounts listed are included in the total budget as listed above) Outreach Specialist $ 7,883.00 Supervision for Activities $ 805.00 Mailing Costs $ 6,604.00 Phone Inquiries/Call Center Clerks $ 3,578.00 Supplies related to Outreach $ 964.00 Mileage $ 1,500.00 Meetings/Conference Meals, Room, Travel $ 800.00 Advertising $ 500.00 Outreach Expenses Total $ 22,634.00 Administration Expenses Total $ 137,626.00 Total Budget $ 160,260.00 Attachment A Outline for Operating Procedures Purpose & Intent Section One — Policies Discover Goodwill Employee Handbook Conflict of Interests Information Handling & Confidentiality Discrimination or Favoritism — Employee Handbook LEAP Memorandums Section Two - Procedures Conflict of Interests Case Record Storage Case Record Access Reporting Fraud or Misconduct LEAP Processing Flow Closing Procedures Turnover Plan Section Three — Internal Controls Case Reviews Review Samples Section Four— Fraud Identification Methods & Types of Fraud Indicators of Internal Fraud Conflict of Interest Statement-Fraud Section Five — Training: Prevention and Detection Employee Training Employee Training Checklist Section Six — Telephone Procedures Creating Voicemail message Using Voicemail system Creating Closing Voicemail message Attachment A Section Seven — Computer System LEAP/GGCC — Low-Income Energy Assistance Program CUBS — Colorado Unemployment Benefit System DOLE — Department of Labor and Employment CBMS- Colorado Benefit Management System SAVE - Systematic Alien Verification Entitlement EBT — Electronic Benefits Transfer System SVES - State Verification Exchange System Child Support Enforcement Website State Portal System State Access Paperwork Microsoft Outlook Section Eight— Job Descriptions and Job Responsibilities Organizational Chart Clerk Data Entry Technician Data Verification Technician Emergency Technician Technician Outreach Specialist System Improvements Specialist Coordinator Manager Section Nine — Training Overview Training Skills Test Address Confidentiality Program Civil Rights Training Section Ten — Quality Assurance Risk Assessment Form File Review Form Attachment Bl Résumé 6315 Andersen Mill Heights Phone 719-238-6076 Unit 107 Fax 719-867-1119 Colorado Springs,CO 80923 E-mail jessicamayo10@yahoo.com Jessica Mayo Education [ 2/2006—Current ] University of Colorado at Colorado Springs Colorado Springs, Colorado • Business Administration-Organizational Management [ 1989- 1991 ] Blair Junior College Colorado Springs, Colorado • Computer Science Associate Degree with emphasis on Business in 1991 • Computer Science Associate Degree with emphasis on Accounting in 1991 • Recognized in Who's Who of College Students. • Graduated with dual degrees • Completed Mini MBA Training Course • Obtain Senior Level Certificate on Supervisory Skills Training Professional 2006—Present Discover Goodwill of Southern &Western Colorado experience Colorado Springs, Colorado Director of Family Services • Oversee all activities for Family Services programs,to include Child Care Licensing, Life Skills, LEAP and Goodwill At Home and Voyages Adult Day Facility. • Oversee the Brain Injury Program and Independent Living Skills Trainers. • Negotiates contracts with the State,County, Public and Private agencies • Research, development and implementation of revenue generating services. • Represent Goodwill to State, County and City, public and private agencies through public speaking,written and media communications. • Identify and collaborate with numerous community agencies • Prepare business plans,grants and proposals • Maintain Financial Viability for all units under my direction • Assist Vice President with Rehabilitations' Risk Management Team and implementation of the program. • Complete the Annual Statistical Report for Gil • Liaison for all Information Technology projects Career Development Center Administrator • Manage multiple family oriented units. • Oversee daily operations of the Career Development Center • Negotiates contracts with the State,County, Public and Private agencies • Administers Child Care Licensing, Family Resource Alliance and the Low- Income Energy Assistance Programs • Research, development and implementation of revenue generating services. • Represent Goodwill to State,County and City, public and private agencies through public speaking,written and media communications. • Identify and collaborate with numerous community agencies • Prepare business plans,grants and proposals Child Care Licensing Manager • Managed and operated the Child Care Licensing Program • Met and exceeded accreditation standards and Federal, State and County performance standards • Maintained budgets • Supervised and evaluated staff • Educated the child care community through presentations and public speaking Low-Income Energy Assistance Program(LEAP) • Managed and operated LEAP • Maintained budgets • Supervised and evaluated staff • Educated the community on the availability of LEAP and energy assistance in the community • Worked with over 10,000 applicants within October 1 through April 30. Child Care Licensing Specialist • Licensed child care homes in El Paso County • Inspected,monitored and evaluated homes in the community • Testified in civil and criminal child abuse cases • Managed a caseload of over 350 homes annually Resource Room Technician • Monitored the Resource Room on a daily basis • Maintained client files on over 500 participants on a weekly basis • Met with clients on a daily basis and gave a minimum of three job referrals to each participant as well as support service vouchers • Work hand in hand with Job Services staff • Contacted employers in regards to jobs available with their organization Attachment B2 Résumé MELINDA A. BENNETT PO Box 9714 • Colorado Springs,CO 80932 17191 632-6338(home) 17191 243-0885(cell) mhenn cUfgoodreill-colosp rings.org QUALIFICATION Committed professional with ID years of experience in responsible positions with PROFILE Discover Goodwill. Record of success in complex roles requiring meticulous attention to detail, mastery and management of multiple responsibilities,an excellent understanding of successful management practices.ability to act independently. lead.direct.and serve as information source for others. Self starter and team player with well-developed interpersonal. negotiation, and relationship building skills. Strategic and analytical thinker able to take the reins of a project, identify the desired result, define requirements, set standards and priorities, develop and execute a plan of action to reach the desired result in a timely manner without sacrificing quality. Persuasive communicator and relationship builder with well-developed presentation and negotiation skills able to establish credibility,initiate and exchange dialogue.carp trust and respect of diverse populations and staff at all levels. WORK HISTORY Discover Goodwill of Southern and Western Colorado 9-2002 present LEAP Manager(2-2007 to present) • Manage programs contracted to Discover Goodwill by the following counties; El Paso, La Plata. Routt. Delta. Douglas. Eagle/Pitkin, Garfield, Gunnison/Ilinsdale. Lake, Moffat/Rio Blanco. Montrose.Ouray and San Miguel Department of Human Services to provide emergency assistance to community residents who have or are in danger of having utilities disconnected due to inability to pay. • Budget development.ensure invoicing is accomplished in a timely manner, compile data and statistical documentation for review by Vice President of Rehabilitation&Community Services and Director of family Services. • Implement program policy and procedural changes required by State LEAP office on goals.internal staffing procedures and policies,and program relations. • Review and process stall. Dl IS.and volunteer applications. • Interview. hire.train,delegate responsibilities.oversee and evaluate performance of 40 staff members made up of coordinator.system improvement specialists,outreach specialist. technicians. clerical support personnel, data verification techs and data entry clerks. • Iixplain eligibility criteria to applicants and agencies. • Maintain and ensure confidentiality of files and records pertinent to program operation. • Provide liaison between Discover Goodwill, State LEAP office. numerous community partner agencies in the State of Colorado. over 60 fuel providers and all contracted counties as listed above. • Active member in State LEAP Stakeholder's meetings since 2008.attend stall meetings, Rehabilitation management and staff meetings. manager meetings. Board of Canty Commissioners meeting on behalf of El Paso County LEAP also State and County meetings. LEAP Technician (2002-2007) • Served as Lead technician assigned to manage the Intake Team of 5 technicians assisting clients with heating crises. • Interview clients in person, explain criteria, determine eligibility, verify accuracy, and process applications. • Secure information from vendors,applicants,and other agencies. • Liner cases into Slate's master file. • Forward approval or denial notices. • Ensure confidentiality at all time. GOODWILL INDUSTRIES continued Special Project(June-July,2007) • Selected to implement design concept suggested by Milestones project managers. • Developed color boards for presentation. interfaced with subcontractors to communicate and integrate business center design and room remodel,and maintained integrity of philosophical changes in program and services reflected through software changes. LOUDEN-FORD OFFICE INTERIORS AND ASSOCIATES 1 I-1996-7-2000 Account Representative • Specialized in ergonomic office space planning and interior design. • Worked with governmental and county agencies and set up GSA accounts. • Marketed,demonstrated,and sold Canon copiers,Okidata products,and office furniture. • Developed and managed large accounts. ALL ASPECTS OF CONSTRUCTION 3-1996present Partner • Co-owner of construction company specializing in home repairs and remodels. • Manage accounts receivable/payable,prepare and send out monthly billings,and process project bid proposals. COMPUTER Certified CAD Designer SKILLS Proficient in use of MSOffice Suite working in a Windows operating environment. EDUCATION Iiigh school graduate 'C C O c6 0 a a 0S C COE c O O. c y ¢ 0 O > a Do Q v ¢ W a W O2J O J a o C W E O a N a O O a O - R W J O �l t C V a m O O E c a vai ¢ — 0 � v U CU O5J C L y O O o' in d E CD m a) o UC o. a T� = J V ? 0 s C +i 0 "w o E 0 c O O 0- • 0 L rnU o 0 dQ Ea • if i- C O . C W > J �l Y C � =` d J C E -• }>1% ?, d ► m ► m p� ► a E TA C O. N - C fa O E N ta O d -'20 2 2 0 > o T O E co O� w0 ` U 0 ^ W o 1 E i 'V O 3 O V > O O a a w L O J J CD C• o L C m 6 O• J Ill. a 1T3'O c all. O .c O o 0 U) o 0 U i- 0 M co- - ¢ • W w y J J O 4 N C J co ¢ ry a c O U To ' c z U O 0 2 0 O F Hello