HomeMy WebLinkAboutP-21-204 Agreement United Way Fresno and Madera Counties.pdf333 W. Pontiac Way, Clovis, CA 93612 / (559) 600-7110
* The County of Fresno is an Equal Employment Opportunity Employer *
County of Fresno
INTERNAL SERVICES DEPARTMENT
Facilities • Fleet • Graphics • Purchasing • Security • Technology
PROCUREMENT AGREEMENT
Agreement Number P-21-204
June 24, 2021
United Way Fresno and Madera Counties
4949 E. Kings Canyon Road
Fresno, Ca 93727
The County of Fresno (County) hereby contracts with United Way Fresno and Madera Counties (Contractor)
to provide information and referral services in accordance with the text of this agreement and
Attachment “A” by this reference made a part hereof.
TERM: This Agreement shall become effective July 1, 2021 and shall remain in effect through June 30,
2022.
EXTENSION: This Agreement may be extended for two (2) additional one (1) year periods by the mutual
written consent of all parties.
MINIMUM ORDERS: Unless stated otherwise there shall be no minimum order quantity. The County
reserves the right to increase or decrease orders or quantities.
CONTRACTOR'S SERVICES: Contractor shall perform the services as described in Attachment “A”
attached, at the rates set forth in Attachment “A”.
ORDERS: Orders will be placed on an as-needed basis by Departments of Social Services and Behavioral
Health under this contract.
PRICES: Prices shall be firm for the contract period. Any pricing changes which may take place during the
life of the contract must be submitted in writing to the County of Fresno Purchasing Manager and received no
less than thirty (30) days prior to becoming effective.
MAXIMUM: In no event shall services performed and/or fees paid under this Agreement be in excess of One
Hundred and Twenty-Seven Thousand Five Hundred Dollars ($127,500.00).
ADDITIONAL ITEMS: The County reserves the right to negotiate additional items to this Agreement as
deemed necessary. Such additions shall be made in writing and signed by both parties.
DELIVERY: The F.O.B. Point shall be the destination within the County of Fresno. All orders shall be
delivered complete as specified. All orders placed before Agreement expiration shall be honored under the
terms and conditions of this Agreement.
DEFAULT: In case of default by Contractor, the County may procure the articles/services from another
source and may recover the loss occasioned thereby from any unpaid balance due the Contractor or by any
other legal means available to the County. The prices paid by County shall be considered the prevailing
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United Way Fresno and Madera Counties
June 24, 2021
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market price at the time such purchase is made. Inspection of deliveries or offers for delivery, which do not
meet specifications, will be at the expense of Contractor.
INVOICING: An itemized invoice in duplicate shall be mailed to requesting County department in
accordance with invoicing instructions included in each order referencing this Agreement. The Agreement
number must appear on all shipping documents and invoices. Invoice terms shall be Net 45 Days.
INVOICE TERMS: Net forty-five (45) days from the receipt of invoice.
TERMINATION: The County reserves the right to terminate this Agreement upon thirty (30) days written
notice to the Contractor. In the event of such termination, the Contractor shall be paid for satisfactory
services or supplies provided to the date of termination.
LAWS AND REGULATIONS: The Contractor shall comply with all laws, rules and regulations whether they
be Federal, State or municipal, which may be applicable to Contractor's business, equipment and personnel
engaged in service covered by this Agreement.
AUDITS AND RETENTION: Terms and conditions set forth in the agreement associated with the purchased
goods are incorporated herein by reference. In addition, the Contractor shall maintain in good and legible
condition all books, documents, papers, data files and other records related to its performance under this
contract. Such records shall be complete and available to Fresno County, the State of California, the federal
government or their duly authorized representatives for the purpose of audit, examination, or copying during
the term of the contract and for a period of at least three years following the County's final payment under the
contract or until conclusion of any pending matter (e.g., litigation or audit), whichever is later. Such records
must be retained in the manner described above until all pending matters are closed.
LIABILITY: The Contractor agrees to:
Pay all claims for damage to property in any manner arising from Contractor's operations under this
Agreement.
Indemnify, save and hold harmless, and at County's request defend the County, its officers, agents and
employees from any and all claims for damage or other liability, including costs, expenses (including
attorney’s fees and costs), causes of action, claims or judgments resulting out of or in any way connected
with Contractor's performance or failure to perform by Contractor, its agents, officers or employees under this
Agreement, and from any and all costs and expenses (including attorney’s fees and costs), damages,
liabilities, claims, and losses occurring or resulting to any person, firm or corporation who may be injured or
damaged by the performance, or failure to perform, of Contractor, its officers, agents, or employees under
this Agreement.
INSURANCE: Without limiting the COUNTY's right to obtain indemnification from CONTRACTOR or any
third parties, CONTRACTOR, at its sole expense, shall maintain in full force and effect, the following
insurance policies or a program of self-insurance, including but not limited to, an insurance pooling
arrangement or Joint Powers Agreement (JPA) throughout the term of the Agreement:
A. Commercial General Liability: Commercial General Liability Insurance with limits of not less than Two
Million Dollars ($2,000,000.00) per occurrence and an annual aggregate of Four Million Dollars
($4,000,000.00). This policy shall be issued on a per occurrence basis. County may require specific
coverage including completed operations, product liability, contractual liability, Explosion-Collapse-
Underground, fire legal liability or any other liability insurance deemed necessary because of the nature
of the contract.
B. Automobile Liability: Comprehensive Automobile Liability Insurance with limits of not less than One
Million Dollars ($1,000,000.00) per accident for bodily injury and for property damages. Coverage should
include any auto used in connection with this Agreement.
C. Professional Liability: If Contractor employs licensed professional staff, (e.g., Ph.D., R.N., L.C.S.W.,
M.F.C.C.) in providing services, Professional Liability Insurance with limits of not less than One Million
Dollars ($1,000,000.00) per occurrence, Three Million Dollars ($3,000,000.00) annual aggregate.
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United Way Fresno and Madera Counties
June 24, 2021
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D. Worker's Compensation: A policy of Worker's Compensation insurance as may be required by the
California Labor Code.
Additional Requirements Relating to Insurance:
Contractor shall obtain endorsements to the Commercial General Liability insurance naming the County of
Fresno, its officers, agents, and employees, individually and collectively, as additional insured, but only
insofar as the operations under this Agreement are concerned. Such coverage for additional insured shall
apply as primary insurance and any other insurance, or self-insurance, maintained by County, its officers,
agents and employees shall be excess only and not contributing with insurance provided under Contractor's
policies herein. This insurance shall not be cancelled or changed without a minimum of thirty (30) days
advance written notice given to County.
Contractor hereby waives its right to recover from County, its officers, agents, and employees any amounts
paid by the policy of worker’s compensation insurance required by this Agreement. Contractor is solely
responsible to obtain any endorsement to such policy that may be necessary to accomplish such waiver of
subrogation, but Contractor’s waiver of subrogation under this paragraph is effective whether or not
Contractor obtains such an endorsement.
Within Thirty (30) days from the date Contractor signs and executes this Agreement, Contractor shall provide
certificates of insurance and endorsement as stated above for all of the foregoing policies, as required
herein, to the County of Fresno, Department of Social Services,
DSSContractInsurance@fresnocountyca.gov., stating that such insurance coverage have been obtained
and are in full force; that the County of Fresno, its officers, agents and employees will not be responsible for
any premiums on the policies; that such Commercial General Liability insurance names the County of
Fresno, its officers, agents and employees, individually and collectively, as additional insured, but only
insofar as the operations under this Agreement are concerned; that such coverage for additional insured
shall apply as primary insurance and any other insurance, or self-insurance, maintained by County, its
officers, agents and employees, shall be excess only and not contributing with insurance provided under
Contractor's policies herein; and that this insurance shall not be cancelled or changed without a minimum of
thirty (30) days advance, written notice given to County. Certificates of insurance are to include the
contract number at the top of the first page.
In the event Contractor fails to keep in effect at all times insurance coverage as herein provided, the County
may, in addition to other remedies it may have, suspend or terminate this Agreement upon the occurrence of
such event.
All policies shall be with admitted insurers licensed to do business in the State of California. Insurance
purchased shall be purchased from companies possessing a current A.M. Best, Inc. rating of A FSC VII or
better.
COMING ON COUNTY PROPERTY TO DO WORK: Contractor agrees to provide maintain and furnish
proof of Comprehensive General Liability Insurance with limits of not less than $500,000 per occurrence.
INDEPENDENT CONTRACTOR: In performance of the work, duties and obligations assumed by Contractor
under this Agreement, it is mutually understood and agreed that Contractor, including any and all of
Contractor's officers, agents, and employees will at all times be acting and performing as an independent
contractor, and shall act in an independent capacity and not as an officer, agent, servant, employee, joint
venturer, partner, or associate of the County. Furthermore, County shall have no right to control or supervise
or direct the manner or method by which Contractor shall perform its work and function. However, County
shall retain the right to administer this Agreement so as to verify that Contractor is performing its obligations
in accordance with the terms and conditions thereof. Contractor and County shall comply with all applicable
provisions of law and the rules and regulations, if any, of governmental authorities having jurisdiction over
matters the subject thereof.
Because of its status as an independent contractor, Contractor shall have absolutely no right to employment
rights and benefits available to County employees. Contractor shall be solely liable and responsible for
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United Way Fresno and Madera Counties
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providing to, or on behalf of, its employees all legally-required employee benefits. In addition, Contractor
shall be solely responsible and save County harmless from all matters relating to payment of Contractor's
employees, including compliance with Social Security, withholding, and all other regulations governing such
matters. It is acknowledged that during the term of this Agreement, Contractor may be providing services to
others unrelated to the County or to this Agreement.
NON-ASSIGNMENT: Neither party shall assign, transfer or sub-contract this Agreement nor their rights or
duties under this Agreement without the written consent of the other party.
AMENDMENTS: This Agreement constitutes the entire Agreement between the Contractor and the County
with respect to the subject matter hereof and supersedes all previous negotiations, proposals, commitments,
writings, advertisements, publications, Request for Proposals, Bids and understandings of any nature
whatsoever unless expressly included in this Agreement. This Agreement supersedes any and all terms set
forth in Contractor's invoice. This Agreement may be amended only by written addendum signed by both
parties.
INCONSISTENCIES: In the event of any inconsistency in interpreting the documents which constitute this
Agreement, the inconsistency shall be resolved by giving precedence in the following order of priority: (1) the
text of this Agreement (excluding Attachment "A"), (2) Attachment "A".
GOVERNING LAWS: This Agreement shall be construed, interpreted and enforced under the laws of the
State of California. Venue for any action shall only be in County of Fresno.
ELECTRONIC SIGNATURES: The parties agree that this Agreement may be executed by electronic
signature as provided in this section.
A. An “electronic signature” means any symbol or process intended by an individual signing this Agreement
to represent their signature, including but not limited to (1) a digital signature; (2) a faxed version of an
original handwritten signature; or (3) an electronically scanned and transmitted (for example by PDF
document) of a handwritten signature.
B. Each electronic signature affixed or attached to this Agreement (1) is deemed equivalent to a valid
original handwritten signature of the person signing this Agreement for all purposes, including but not
limited to evidentiary proof in any administrative or judicial proceeding, and (2) has the same force and
effect as the valid original handwritten signature of that person.
C. The provisions of this section satisfy the requirements of Civil Code section 1633.5, subdivision (b), in
the Uniform Electronic Transaction Act (Civil Code, Division 3, Part 2, Title 2.5, beginning with section
1633.1).
D. Each party using a digital signature represents that it has undertaken and satisfied the requirements of
Government Code section 16.5, subdivision (a), paragraphs (1) through (5), and agrees that each other
party may rely upon that representation.
This Agreement is not conditioned upon the parties conducting the transactions under it by electronic means
and either party may sign this Agreement with an original handwritten signature.
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United Way Fresno and Madera Counties
June 24, 2021
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Please acknowledge your acceptance by returning all pages of this Agreement to my office via email or
USPS.
Please refer any inquiries in this matter to Erin Jones, Purchasing Technician, at 559-600-7120 or
ejones@fresnocountyca.gov
FOR THE COUNTY OF FRESNO
Gary E. Cornuelle
Purchasing Manager
333 W. Pontiac Way
Clovis, CA 93612
GEC:EJ
PROCUREMENT AGREEMENT NUMBER: P-21-204 Page 6
United Way Fresno and Madera Counties
June 24, 2021
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CONTRACTOR TO COMPLETE:
Company:
Type of Entity:
Individual Limited Liability Company
Sole Proprietorship Limited Liability Partnership
Corporation General Partnership
Address City State Zip
TELEPHONE NUMBER FAX NUMBER E-MAIL ADDRESS
Print Name &
Title:
Print Name & Title:
Signature: Signature:
ACCOUNTING USE ONLY
ORG No.: 5610700,56302003
Account No.: 7870
Requisition No.: 5612101240,5632110050
(02/2021)
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
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SUMMARY OF SERVICES
ORGANIZATION: UNITED WAY FRESNO AND MADERA COUNTIES
SERVICES: INFORMATION AND REFERRAL SERVICES VIA THE
CENTRAL VALLEY
2-1-1 CALL CENTER
CONTRACT PERIODS: July 1, 2021 – June 30, 2024 ($127,500)
MAXIMUM COMPENSATION: $ 127,500
DBH INFORMATION AND REFERRAL SERVICES - $12,500
United Way Fresno and Madera Counties shall provide information and referral services to the
residents of Fresno County for the County of Fresno Department of Behavioral Health (DBH).
Through 2-1-1, United Way Fresno and Madera Counties will provide information and referrals for
vital community mental health support services to individuals in need of them, thereby reducing
disparities in access to mental health and human services for un-served and underserved
populations within Fresno County.
DSS 2-1-1 - $30,000
I. PROJECT DESCRIPTION
United Way Fresno and Madera Counties shall provide information and referral services to the
County of Fresno Department of Social Services (DSS) clients that are seeking non-case related
information via its 2-1-1 Call Center. United Way Fresno and Madera Counties can provide
information on items such as housing and shelter, food distributions, low cost child care, and other
help line referral needs. Clients calling into the DSS Call Center may select a direct transfer to 2-
1-1, and United Way Fresno and Madera Counties shall service these calls routed from the DSS
Call Center. United Way Fresno and Madera Counties may elect to subcontract some or all its
obligations under the Procurement Agreement upon the written consent of DS.
II. CONTRACTOR’S RESPONSIBILITIES
United Way Fresno and Madera Counties shall:
1. Subcontract with Interface Children & Family Services for call center services on
behalf of United Way to receive calls directly transferred to the 2-1-1 Call Center
from the DSS call center(s).
2. Service up to 1,000 calls routed from DSS every month, Monday-Friday during
regular business hours (8:00 am - 5:00 pm), with an anticipated service level of
60/120 (60% of calls to be answered within 120 seconds).
3. Serve clients in different languages, as needed.
4. Work in collaboration with DSS to customize call routing, Interactive Voice
Response (IVR) scripts, and technology alignment.
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
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5. Closely monitor the service levels, transfers, and customer feedback (where
possible) to adjust call flow transfers from DSS to United Way Fresno and Madera
Counties.
6. Meet with DSS staff as often as needed.
7. Maintain responsibility for all call center services rendered by Interface Children
and Family Services on behalf of United Way Fresno and Madera Counties.
8. Ensure that Interface Children & Family Services complies with all terms of this
Procurement Agreement while providing call center services.
III. COUNTY RESPONSIBILITIES
DSS shall:
1. Provide IVR system direct link to 2-1-1.
2. Work in collaboration with United Way Fresno and Madera Counties to customize
call routing, IVR scripts, and technology alignment.
3. Meet with United Way Fresno and Madera Counties as often as needed for
problem and issue resolution, information sharing, and review and monitoring of
services.
IV. MONTHLY REPORTS AND OUTCOMES
United Way Fresno and Madera Counties shall provide DSS monthly activity reports on services
rendered by the 15th of the following month. Monthly reporting will include as much information
and data specific to the DSS call transfers as possible, including but not limited to the below
metrics. United Way Fresno and Madera Counties and DSS shall mutually agree on changes to
data tracking as needed and requested.
English Spanish Total
Queue Offered
Inbound Handled
Abandons
Short Abandons
Callback Requests
Avg Speed of Answer
Inbound AHT
Calls in SLA
Fresno DSS Outbound
Accidentally landed at 211 Fresno County but
received Services
DSS Calls returned with no IR
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
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Definitions:
Queue Offered – Number of calls presented from DSS number(s).
Inbound Handled – Number of calls answered by United Way 211.
Abandons – Number of calls that were not answered. Percentage represents
Abandons/Queue Offered.
Short Abandons – Number of calls that failed to connect in less than 60 seconds.
Percentage represents Short Abandons/Queue Offered.
Callback Requests – Number of calls that requested a callback. Percentage represents
Callback Requests/Queue Offered.
Average Speed of Answer – Average time before a call is answered by United Way 211.
Inbound AHT – Average Handle Time (AHT) spent handling a call. Includes talk, hold, and
work time
Calls in SLA – Number of handled calls with queue time less than or equal to 120 seconds.
Fresno DSS Outbound – Number of calls that accidentally went to 211 and asked to be
transferred back to DSS.
Accidentally landed at 211 Fresno County but received Services – Number of calls that
accidentally landed at 211 Fresno County but received services from United Way 211.
DSS Calls returned with no IR – Number of calls returned to DSS from United Way 211
with no information or referral.
BUDGET SUMMARY
ORGANIZATION: United Way Fresno and Madera Counties
SERVICES: 2-1-1 Call Center Information and Referral Services
CONTRACT PERIOD: July 1, 2021 - June 30, 2024
CONTRACT AMOUNT: $127,500
FY 2021-22 FY 2022-23 FY 2023-24 Total
Department of Social Services $30,000 $30,000 $30,000 $90,000
Department of Behavioral Health $12,500 $12,500 $12,500 $37,500
Total Contract Maximum $42,500 $42,500 $42,500 $127,500
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
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BUDGET SUMMARY-DSS
NAME OF ORGANIZATION: United Way Fresno and Madera Counties
SERVICES: 2-1-1 Call Center Information and Referral Services
CONTRACT PERIOD: July 1, 2021 - June 30, 2024
MAXIMUM COMPENSATION $30,000 per 12-month term
CONTRACT TOTAL:$90,000
BUDGET CATEGORIES ACCOUNT
NUMBER
AMOUNT
SALARIES & BENEFITS
Personnel Salaries 0100 $0
Payroll Taxes 0150 $0
Benefits 0200 $0
Subtotal…….. $0
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
G:\PUBLIC\CONTRACTS & EXTRACTS\2021 CONTRACTS\P-21-204 UNITED WAY FRESNO AND MADERA COUNTIES\CONTRACTS &
AMENDMENTS\P-21-204 AGREEMENT UNITED WAY FRESNO AND MADERA COUNTIES.DOCX
SERVICES & SUPPLIES
Insurance 0250 $0
Communications 0300 $3,000
Office Expense 0350 $0
Equipment 0400 $0
Facilities 0450 $0
Travel Costs 0500 $0
Program Supplies 0550 $0
Consultancy/Subcontracts 0600 $24,000
Fiscal & Audits 0650 $0
Training 0660 $0
Indirect Costs 0700 $3,000
Subtotal…….. $ 30,000
TOTAL $30,000
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
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BUDGET SUMMARY-DBH
NAME OF ORGANIZATION: United Way Fresno and Madera Counties
SERVICES: 2-1-1 Call Center Information and Referral Services
CONTRACT PERIOD: July 1, 2021 - June 30, 2024
MAXIMUM
COMPENSATION
$12,500 per 12-month term
CONTRACT TOTAL: $37,500
BUDGET CATEGORIES ACCOUNT
NUMBER
AMOUNT
SALARIES & BENEFITS
Personnel Salaries 0100 $0
Payroll Taxes 0150 $0
Benefits 0200 $0
Subtotal…….. $0
PROCUREMENT AGREEMENT NUMBER: P-21-204 Attachment A
United Way Fresno and Madera Counties
June 24, 2021
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0250 $0
0300 $0
0350 $0
0400 $0
0450 $0
0500 $0
0550 $0
0600 $12,500
0650 $0
0660 $0
SERVICES & SUPPLIES
Insurance
Communications
Office Expense
Equipment
Facilities
Travel Costs
Program Supplies
Consultancy/Subcontracts
Fiscal & Audits
Training
Indirect Costs 0700 $0
Subtotal…….. $ 12,500
TOTAL $12,500