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CalACES MOU with WCDS Counties
Rev. 6/19/18
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MEMORANDUM OF UNDERSTANDING
BETWEEN THE CALIFORNIA AUTOMATED CONSORTIUM ELIGIBILITY SYSTEM
AND THE COUNTIES OF ALAMEDA, CONTRA COSTA, FRESNO, ORANGE, PLACER,
SACRAMENTO, SAN DIEGO, SAN FRANCISCO, SAN LUIS OBISPO, SAN MATEO, SANTA
BARBARA, SANTA CLARA, SANTA CRUZ, SOLANO, SONOMA, TULARE, VENTURA AND YOLO
This MEMORANDUM OF UNDERSTANDING (“MOU”) is made and entered into by and between
the California Automated Consortium Eligibility System (hereafter “CalACES”), and the Welfare
Client Data System (“WCDS”) Consortium Counties of Alameda, Contra Costa, Fresno, Orange,
Placer, Sacramento, San Diego, San Francisco, San Luis Obispo, San Mateo, Santa Barbara, Santa
Clara, Santa Cruz, Solano, Sonoma, Tulare, Ventura, and Yolo (referred to collectively as “WCDS
Counties” and individually as “WCDS County”).
I.INTRODUCTION
A.CalACES, a joint powers authority (“JPA”) comprised of forty (40) California counties,
was formed on September 1, 2017, pursuant to Assembly Bill ABX1 16 (2011), which
required the thirty-nine (39) Consortium IV (“C-IV”) JPA counties and Los Angeles
County to form a forty (40) county consortium and replace the LEADER and C-IV
systems with a single jointly designed system.
B.The WCDS Consortium is a consortium of eighteen (18) California counties organized
for the purpose of managing and maintaining the CalWORKs Information Network
(known as CalWIN) and related systems, used by the WCDS Counties in support of
their social services programs.
C.The Centers for Medicare and Medicaid Services and the Food and Nutrition
Services agencies of the United States Department of Agriculture directed California
(“State”) to move to a single statewide-automated welfare system (“SAWS”) by
2023. In moving toward that goal and in consultation with the County Welfare
Directors Association of California (“CWDA”) and relevant State program sponsors,
CalACES and the WCDS Counties are pursuing the formation of a new consortium
(“CalSAWS”) that combines all fifty-eight (58) California Counties (“58 Counties”).
D.Representatives from CalACES, the WCDS Counties, and CWDA formed a team (the
“CalSAWS Leadership Team”). The CalSAWS Leadership Team is collaborating on
the CalSAWS governance structure, and making recommendations for cross-
Agreement No. 18-437
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consortia issues. A significant cross-consortia issue involves the procurement and
implementation of Shared Services, which would facilitate the move toward a single
SAWS.
E. Rather than wait until the formation of CalSAWS, the CalSAWS Leadership Team
recommended that the 58 Counties begin procuring and implementing Shared
Services.
F. The CalSAWS Leadership Team recommended that CalACES assume legal
responsibility for the procurement and execution of contracts with vendors for
Shared Services, on behalf of CalACES and the WCDS Counties, for implementation
by the 58 Counties.
G. The State Department of Social Services (“CDSS”) supports the plan that CalACES
may obtain these Shared Services on behalf of the 58 Counties.
II. PURPOSE
A. The purpose of this MOU is to delineate the areas of understanding and agreement
between CalACES and each WCDS County regarding matters related to the
procurement, implementation, maintenance and operations of shared services for
the benefit of the 58 Counties. These shared services include the Online CalWORKs
Appraisal Tool (“OCAT”) Rebuild as provided in Welfare and Institutions Code
section 11325.15, the Foster Care Eligibility Determination and other services
(“collectively, “Shared Services”) deemed necessary by the CalSAWS Leadership
Team and CWDA.
B. This MOU is conditioned on CalACES and each of the WCDS Counties executing this
MOU without modification.
NOW THEREFORE, in consideration of the mutual covenants contained herein, CalACES and the
WCDS Counties (each a “Party” and collectively the “Parties”) agree as follows:
III. RESPONSIBILITY OF THE PARTIES
A. CalSAWS Leadership Team: To facilitate the procurement, implementation,
maintenance and operations of Shared Services for the benefit of the 58 Counties,
the Parties have formed the CalSAWS Leadership Team, comprised of six (6)
members: two (2) representatives from the WCDS Counties; two (2) representatives
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from CalACES operating on the C-IV System and two (2) representatives from
CalACES operating on the Leader Replacement System.
B. CalACES
1. CalACES, acting on its own behalf and in a fiduciary capacity for the WCDS
Counties, agrees to undertake best efforts to assume responsibility for the
procurement of Shared Services on behalf of the Parties.
2. CalACES agrees to enter into contracts for Shared Services with the vendor(s),
for the Parties, provided (a) that CalACES and the WCDS Counties receive their
respective State and/or Federal funding in full for the Shared Services, and (b)
that the CalSAWS Leadership Team reviews and approves the contracts prior
to approval by CalACES. In order to facilitate the procurement process, the
WCDS Counties will not be a party to the contracts for Shared Services with
the vendor(s). CalACES will closely monitor the funding and track the
utilization for these Shared Services efforts. CalACES will establish an original
budget after consultation with and approval of the CalSAWS Leadership Team
regarding the scope of work and sources of funding for Shared Services, which
may include a County share (“County Share”) in addition to the State and/or
Federal funding. The County Share is defined and established by the approved
Cost Allocation Plan. In the event there is a need for additional funds beyond
the original budget, CalACES will consult with and obtain approval from the
CalSAWS Leadership Team to determine how to manage the situation.
3. In the event a Shared Service requires the Parties to share in a portion of cost,
the County Share will be determined using the approved Cost Allocation Plan
for the Shared Service, which distributes the costs across all state, federal and
county programs. CalACES will follow the standard invoicing processes to
invoice WCDS Counties based upon each WCDS County’s Persons Count
portion of the County Share, as published annually by the Office of Systems
Integration.
4. Following its annual audit, CalACES has an annual operational report and
annual fiscal report prepared and shall make these reports available to any
WCDS County upon request.
5. CalACES agrees to solicit and incorporate feedback regarding all of the Shared
Services procurements and/or ongoing services, operations, and
enhancements using existing established governance processes where
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available, or as directed by the CalSAWS Leadership Team, in consultation with
CWDA and relevant State program sponsors.
6. With respect to the OCAT Rebuild, CalACES will ensure that CDSS retains the
same level of access to OCAT as CDSS had as of June 30, 2017, and the other
functional requirements required in Welfare and Institutions Code section
11325.15, subdivisions (b) and (c).
7. CalACES, with the approval of the CalSAWS Leadership Team, may terminate
any contract for Shared Services, including in the event of any suspension or
termination of State and/or Federal funding or unavailability of County funds
for transfer to CalACES to cover budget shortfalls.
C. WCDS Counties
1. Each WCDS County agrees and hereby delegates the authority to CalACES to
procure Shared Services for implementation by that WCDS County.
2. Each WCDS County agrees to cooperate with CalACES in providing any needed
information in support of the Shared Services procurements, development,
implementation, and ongoing maintenance.
3. Each WCDS County agrees to transfer to CalACES, or permit CDSS to allocate
and directly send to CalACES, its State, Federal, and/or County Share, as agreed
to in the budgeting process outlined in section B.2. Each WCDS County’s
financial contribution for procuring Shared Services under this MOU is limited
to its respective County Share for Shared Services, based upon the approved
Cost Allocation Plan, unless each WCDS County specifically agrees to pay an
amount beyond its County Share.
4. In the event there is a County Share for an approved Shared Service based
upon the approved Cost Allocation Plan, each WCDS County agrees to remit
payment upon receipt of a CalACES invoice to the designated fiscal agent for
CalACES.
5. Each WCDS County agrees to cooperate with CalACES and/or vendors of
Shared Services to provide access to that WCDS County’s sites and facilities,
as necessary for the implementation of Shared Services.
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6. Each WCDS County agrees to cooperate with CalACES and/or vendors of
Shared Services to take the actions necessary to interface with the Shared
Services, consistent with the implementation timeline for the Shared Services.
D. MISCELLANEOUS PROVISIONS
1. Neither Party shall assume any liability for the direct payment of any salaries,
wages, retirement benefits, workers’ compensation insurance, or other
compensation for the other Party’s personnel performing services hereunder.
2. All Parties agree to be liable for the negligence and willful misconduct of their
own employees, agents and contractors performing services hereunder.
3. Term. The MOU shall commence on the date the board of CalACES approves
the MOU, which date shall not occur until after all WCDS Counties have
approved the MOU, and the MOU shall remain in effect until the formation of
CalSAWS.
4. The Parties agree that their respective obligations under this MOU are
contingent upon State and Federal financial participation in the Shared
Services. In the event that such funds are not forthcoming for any reason,
either Party shall notify the other and shall have the right to terminate the
MOU.
5. Each Party agrees to indemnify, defend and hold harmless the other Parties
and each of their officers, employees, agents, and volunteers from any and all
claims, actions, losses, damages and/or liability arising out of its obligations
under this MOU and any resulting contracts for Shared Services.
6. In the event any of the Parties are found to be comparatively at fault for any
claim, action, loss or damage which results from their respective obligations
under this MOU and any resulting contracts for Shared Services, each Party
shall indemnify the other(s) to the extent of its comparative fault.
7. This MOU, and any amendment(s), may be executed in multiple counterparts,
each of which shall be deemed an original, but all of which shall, when taken
together, shall constitute a single instrument. Transmission by facsimile or via
e-mail as a scanned image of an executed counterpart to this MOU will be
deemed due and sufficient delivery of such counterpart, and a photocopy or
scanned image of an executed counterpart sent by email or by facsimile
transmission may be treated by the Parties as a duplicate original.
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8. This MOU constitutes the entire MOU between the Parties hereto with respect
to the subject matter herein. This MOU may be amended at any time by
mutual agreement of all the Parties.
9. Written notices provided hereunder shall be sufficient when addressed to the
offices listed below and shall be deemed given upon deposit in the U.S. mail,
first class, postage prepaid.
IN WITNESS THEREOF, the Parties hereto have caused this Memorandum of Understanding to be
executed and attested by their proper offices thereunto duly authorized, as of the day and year
written.
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Dated: ________________________ California Automated Consortium Eligibility System
By:
_______________________________
Scott Pettygrove, Chair
Board of Directors
By:
________________________________
John Boule, Secretary
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Dated: __________________________ County:
County of Alameda
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Alameda County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Contra Costa
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Contra Costa County Counsel
By:
___________________________
(Name, title)
Attest:
Dated: --..:.Au....:,q,;~l'lt'll""'~=--1-.,-=~=-:..,fl.__ __
CalACES MOU with WCDS Counties
Rev. 6/19/18
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County:
County of Fresno
o, Chairperson of the Board
of Supervisors of the County of Fresno
Approved As To Legal Form
Fresno County Counsel
Attest:
Bernice E. Seidel
Clerk of the Board of Supervisors
County of Fresno, State of California
By: ~ t_, .. (J
Deputy
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Dated: __________________________ County:
County of Orange
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Orange County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Placer
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Placer County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Sacramento
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Sacramento County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of San Diego
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
San Diego County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of San Francisco
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
San Francisco County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of San Luis Obispo
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
San Luis Obispo County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of San Mateo
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
San Mateo County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Santa Barbara
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Santa Barbara County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Santa Clara
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Santa Clara County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Santa Cruz
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Santa Cruz County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Solano
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Solano County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Sonoma
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Sonoma County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Tulare
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Tulare County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Ventura
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Ventura County Counsel
By:
___________________________
(Name, title)
Attest:
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Dated: __________________________ County:
County of Yolo
By:
_______________________________
_______________________________
[Name], Chair
Board of Supervisors
Approved As To Form
Yolo County Counsel
By:
___________________________
(Name, title)
Attest: