SOLARI AMENDMENT 3.PDF

Maricopa County — Formal (2022-08-17)

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Contract No. C-22-22-078-X-01 
220102 CI 
Amendment No. 3 
 
AMENDMENT NO. 3 TO THE  
CONTRACT 
BETWEEN 
MARICOPA COUNTY  
ADMINISTERED BY ITS HUMAN SERVICES  
DEPARTMENT  
AND 
SOLARI, INC. 
 
I. 
Maricopa County by and through the Maricopa County Human Services Department and 
Solari Inc. entered into a Contract on or about August 17, 2021. The Agreement term is 
July 1, 2021 through June 30, 2022. The purpose of the Agreement is to assist the County 
in providing services to those who have been disproportionately impacted by the pandemic 
through an expansion of 211 services including but not limited to transportation services, 
housing crisis hotline, and assistance to those facing eviction. The County provided the 
Solari with $25,000 in American Rescue Plan Act Coronavirus State and Local Fiscal 
Recovery Funds under CFDA number 21.027 for these services. The County and the 
Contractor may be referred to individually as “Party” or collectively as “Parties.”  
 
The Parties executed Amendment No. 1 on or about October 4, 2021. The purpose of the 
Amendment was to extend the term of the Agreement from June 30, 2022 through 
December 31, 2022. And for the County to provide an additional $25,000 in American 
Rescue Plan Act Coronavirus State and Local Fiscal Recovery Funds under CFDA 
number 21.027 for the Contractor to conduct additional customer service calls to landlords 
on behalf of tenants in the process of receiving rental and/or utility assistance to prevent 
evictions. 
 
The Parties executed Amendment No. 2 on or about March 15, 2022. Amendment No. 2 
addressed the following: revised the Purpose of the Agreement, revised the 
Responsibilities for the Parties, extended the Term of the Agreement through December 
31, 2022, revised Funding, Invoicing and Payment. Funding for the Agreement was 
increased to $2,987,030 for the following activities: $1,285,970 for Emergency Rental 
Assistance Navigation Support; $1,267,566 for the Housing Crisis Hotline; and $383,494 
for the Transportation Navigation and Assistance Services. Funding is provided under 
Catalogue of Federal Domestic Assistance (CDFA) 21.027 American Rescue Plan Act 
State and Local Fiscal Recovery Funds provided to the County through the U.S. 
Department of Treasury.  
 
II. 
The Parties now agree to amend the Agreement as follows: 
 
A. 
Revise Solari, Inc’s title of responsibility from Contractor to Subrecipient. 
 
B. 
Revise Section 3.0 (CONTRACTOR RESPONSIBILITIES) to add the following: 
3.6 
Incorporate U.S. Department of Housing and Urban Development (HUD) 
Emergency Solutions Grant - Emergency Solutions Grant Cares Act (ESG-
CV) activities into the Agreement that include:  
3.6.1 Develop a live utilization Dashboard to track and summarize 
performance activities for funded services: Emergency Shelter, 
Transitional 
Housing, 
Rapid 
Re-Housing, 
and 
Permanent 
Supportive Housing. Develop a mutually agreed upon timeline and

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Amendment No. 3 
 
milestones for deliverables within the first month of Amendment 
execution.  
3.6.2 Develop 
standard 
report(s) 
focused 
on 
key 
monitoring 
requirements for Maricopa County funded homeless programs. 
Reports shall indicate current occupancy rates for project types as 
well as other mutually agreed upon data points. 
3.6.3 Complete ESG CAPER reporting requirements for all recipients 
within Maricopa.  
3.6.4 Submit to the County program reports: 
3.6.4.1 Programmatic Report on Monthly Activity 
3.6.4.2 Other reports as requested by the County including 
aggregate or client level data, through the HMIS System and 
according to approved CoC Data Sharing agreements. 
Reports shall be utilized to improve access to services.  
3.6.4.3 The County reserves the right to add, remove or revise 
reporting requirements. 
3.6.4.4 Reports shall be submitted via email to: 
TJ Reed 
Homelessness Programs Manager 
Housing and Community Development  
Maricopa County Human Services Department 
234 N. Central Avenue, 3rd Floor, Phoenix, AZ 85004 
Cell: 602-317-7056 
TJ.Reed@Maricopa.gov  
 
C. 
Revise Section 5.0 (TERM) of the Agreement by removing in its entirety and 
replacing with the following: 
5.1 
ARPA funded activities shall be effective on the date listed on page one of 
this Agreement, and will expire on December 31, 2022. 
5.2 
ESG-CV funded activities shall be effective July 1, 2022 through June 30, 
2023. 
 
D. 
Revise Section 10.0 (FUNDING, INVOICING, AND PAYMENT) in the following 
subparagraphs: 
10.2 
The funding amount provided under Catalogue of Federal Domestic 
Assistance (CDFA) 21.027 American Rescue Plan Act State and Local 
Fiscal Recovery Funds provided to the County through the U.S. 
Department of Treasury for the following activities shall be increased by 
$1,651,060: 
10.2.2 $1,267,566 for the Housing Crisis Hotline for a total amount of 
$2,535,132. 
10.2.3 $383,494 for transportation Navigation and Assistance Services for 
a total of $766,988. 
 
10.9 
The County shall provide Subrecipient a not-to exceed amount of $75,000 
under federal Assistance Listing Numbers (ALN) 14.231 Emergency 
Solutions Grant (ESG-CV) as outlined in the attached ESG-CV Budget. 
Funding period of availability is retroactive from July 1, 2022 through June 
30, 2023.

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Amendment No. 3 
 
10.10 The Subrecipient shall submit monthly invoices for costs incurred for 
activities identified in Section 3.0 (CONTRACTOR RESPONSIBILITIES), 
Subparagraph 3.6. ESG-CV invoices must be separate from other 
Agreement program activities. 
10.11 Subrecipient’s monthly invoices are due on the 15th day following the end 
of the month being reported (i.e. February 15th for January report) and 
must include sufficient back-up documentation to support invoices. 
Subrecipient shall invoices to hsdfinance@maricopa.gov  
10.12 Final invoice for ESG-CV funds must be submitted by July 10th.  
10.13 Disallowed costs as detailed in the Uniform Administrative Requirements 
as listed in Section 35 shall not be submitted for reimbursement by the 
Subrecipient and may not be reimbursed by the County. 
 
E. 
Add the following Sections to the Agreement: 
40.0 
FINANCIAL MANAGEMENT 
40.1 
The Subrecipient agrees to maintain an adequate accounting system 
that provides for appropriate grant accounting (including calculation 
of program income). 
40.2 
The Subrecipient shall comply with accounting principles and 
procedures required to utilize adequate internal controls and 
maintain necessary source documentation for all costs incurred, as 
well as any applicable federal laws and regulations. 
 
41.0 
AGREEMENT COMPLIANCE MONITORING/AUDITING 
41.1 
The County will monitor the Subrecipient's compliance with, and 
performance under, the terms and conditions of this Agreement and 
the applicable federal regulations. On-site visits for compliance 
monitoring may be made by the County and its grantor agencies (or 
both the County and its grantor agencies) at any time during the 
Subrecipient's normal business hours, announced or unannounced. 
During an on-site visit, the Subrecipient shall make all of its records 
and accounts related to work performed or services provided under 
this Agreement available to the County for inspection and copying. 
41.2 
The County shall request information for fiscal monitoring/audit per 
Office of Management and Budget (OMB) Uniform Guidance 2 
C.F.R. § 200, to include: 
41.2.1 Financial Management 2 C.F.R. § 200.302 
41.2.2 Internal Controls 2 C.F.R. § 200.303 
41.2.3 Bonds 2 C.F.R. § 200.304 
41.2.4 Payment and Financial Reporting 2 C.F.R. § 200.305 
41.2.5 Cost Sharing or Matching 2 C.F.R. § 200.306 
41.2.6 Program Income 2 C.F.R. § 200.307 
41.2.7 Revision of Budget and Program Plans 2 C.F.R. § 200.308 
41.2.8 Period of Performance 2 C.F.R. § 200.309 
41.2.9 Insurance Coverage 2 C.F.R. § 200.310 
41.2.10Record Retention and Access 2 C.F.R. §§ 200.334 – 
200.338 
41.2.11Procurement Standards 2 C.F.R. § 200.318 
41.2.12Indirect Costs 2 C.F.R. § 200.414 
41.2.13Compensation-Personal Services 2 C.F.R. § 200.430

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Amendment No. 3 
 
41.2.14Audit Requirements 2 C.F.R. §§ 200.501-200.517 
 
42.0 
AUDIT DISALLOWANCES 
42.1 
The Subrecipient shall, upon written notice, reimburse the County for 
any payments made under this Agreement that are disallowed by a 
federal, state, or County audit in the amount of the disallowance, as 
well as court costs and attorney and expert fees the County spends 
to pursue legal action relating to a disallowance. Court costs and 
attorney and expert fees incurred will be specifically identified as 
applicable to the recovery of the disallowed costs in question. 
42.2 
If the County determines that a cost for which payment has been 
made is a disallowed cost, then the County will notify the 
Subrecipient in writing of the disallowance and the required course 
of action, which shall be at the option of the County, either to adjust 
any future claim submitted by the Subrecipient by the amount of the 
disallowance or to require immediate repayment of the disallowed 
amount by the Subrecipient issuing a check payable to the County. 
 
43.0 
DEFAULT AND REMEDIES FOR NONCOMPLIANCE 
43.1 
Notwithstanding anything to the contrary, this Section shall not be 
deleted or superseded by any other provision of this Agreement. 
43.2 
This Agreement may be immediately terminated by the County if 
the Subrecipient defaults by failing to perform any objective or 
breaches any obligation under this Agreement, or any event occurs 
that jeopardizes the Subrecipient’s ability to perform any of its 
obligations under this Agreement. The County reserves the right to 
have service provided by persons other than the Subrecipient if the 
Subrecipient is unable or fails to provide required services within 
the specified time frame in the work statement. 
43.3 
Failure to comply with the requirements of this Agreement and all 
the applicable federal, state, or local laws, rules, and regulations 
may result in suspension or termination of this Agreement, the 
return of unexpended funds (less just compensation for work 
satisfactorily completed that, to date, has not been paid), the 
reimbursement of funds improperly expended, or the recovery of 
funds improperly acquired. Noncompliance includes, but is not 
limited to: 
43.3.1 Non-performance of any obligations required by this 
Agreement. 
43.3.2 Noncompliance with any applicable federal, state, or local 
laws, rules or regulations, including HUD guidelines, 
policies, or directives. 
43.3.3 Unauthorized expenditure of funds. 
43.3.4 Improper disposition of program income. 
43.3.5 Noncompliance 
with 
applicable 
financial 
record 
requirements, 
accounting 
principles, 
or 
standards 
established by OMB Uniform Guidance 2 C.F.R. § 200. 
43.3.6 Noncompliance with recordkeeping, record retention, or 
reporting requirements.

Contract No. C-22-22-078-X-01 
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Amendment No. 3 
 
43.4 
Notwithstanding the suspension or termination of this Agreement, 
or the final determination of the proper disposition of funds, the 
Subrecipient shall, without intent to limit or with restrictions, be 
subject to the following: 
43.4.1 All awards of funding shall be immediately revoked, and any 
approvals related to the project described in Section 3.0 
(CONTRACTOR RESPONSIBILITIES) shall be deemed 
revoked and canceled. Thereby, any entitlements to 
compensation after suspension or termination of this 
Agreement are similarly revoked and unavailable. 
43.4.2 Not be relieved of any liability or responsibility associated 
with Section 3.0 (CONTRACTOR RESPONSIBILITIES). 
43.4.3 Acknowledge that suspension or termination of this 
Agreement does not affect or terminate any rights against 
the Subrecipient at the time of suspension or termination, or 
that may accrue later. Nothing herein shall be construed to 
limit or terminate any right or remedy available under 
Agreement or rule. 
43.4.4 Waiver of a breach or default of any term, covenant, or 
condition of this Agreement or any federal, state, or local 
law, rule, or regulation shall not operate as a waiver of any 
subsequent breach of the same or any other term, covenant, 
condition, law, rule, or regulation. 
43.4.5 The Subrecipient shall, upon notice or with knowledge 
obtained by itself or others, take any and all proactive 
actions necessary, and provide any and all applicable 
remedies to address and correct any act by itself, and any 
and all of its agents, representatives, officers, officials, 
directors, employees, volunteers, successors, assigns, or 
Subcontractors that resulted in any wrongdoing (intentional 
or unintentional); misuse or misappropriation of funds; the 
incorrect or improper disposition of funds; any violation of 
any federal, state, or local law, rule, or regulation; or the 
breach of any certification or warranty provided in this 
Agreement. 
 
44.0 
CONFIDENTIAL INFORMATION 
44.1 
Any information obtained in the course of performing this Agreement 
may include information that is proprietary or confidential to the 
County. This provision establishes the Subrecipient’s obligation 
regarding such information. 
44.2 
The Subrecipient shall establish and maintain procedures and 
controls that are adequate to assure that no information contained in 
its records and/or obtained from the County or from others in carrying 
out its functions (services) under the Agreement shall be used by or 
disclosed by it, its agents, officers, or employees, except as required 
to efficiently perform duties under the Agreement. The Subrecipient’s 
procedures and controls at a minimum must be the same procedures 
and controls it uses to protect its own proprietary or confidential 
information. If, at any time during the duration of the Agreement, the

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Amendment No. 3 
 
County determines that the procedures and controls in place are not 
adequate, the Subrecipient shall institute any new and/or additional 
measures requested by the County within fifteen (15) calendar days 
of the written request to do so. 
44.3 
Any requests to the Subrecipient for County proprietary or 
confidential information shall be referred to the County for review and 
approval, prior to any dissemination. 
 
45.0 
NON-LIABILITY 
The County and its agents, representatives, officials, officers, directors, 
employees, volunteers, departments, agencies, boards, and commissions 
shall not be liable for any act or omission by the Subrecipient or any and all 
of its agents, representatives, officials, officers, directors, employees, 
volunteers, agencies, boards, commissions, or Subcontractors  occurring in 
the performance of this Agreement, nor shall the County and its agents, 
representatives, officials, officers, directors, employees, volunteers, 
departments, agencies, boards, and commissions be liable for purchases, 
Subcontract, or agreements made by the Subrecipient or any and all of its 
agents, representatives, officials, officers, directors, employees, volunteers, 
agencies, boards, commissions, or subcontractors in connection with this 
Agreement. 
 
46.0 
NONDISCRIMINATION, EQUAL OPPORTUNITY AND EQUAL ACCESS 
46.1 
Subrecipient agrees to comply with all provisions and requirements 
of Arizona Executive Order 2009-09 including flow down of all 
provisions and requirements to any subcontractors. Executive Order 
2009-09 supersedes Executive order 99-4 and amends Executive 
order 75-5, which is hereby incorporated into this Agreement as if set 
forth in full herein. In connection with any service or other activity 
under this Agreement, Subrecipient shall not discriminate against 
any employee, client, or any other individual in any way because of 
that person’s age, race, creed, color, religion, sex, disability, or 
national origin. 
46.2 
The Subrecipient, in connection with any service or other activity 
under this Agreement, shall not in any way, discriminate against any 
person on the grounds of race, color, religion, sex, national origin, 
age, disability, political affiliation or belief. The Subrecipient shall 
include this clause in all of its Subcontracts. 
46.3 
The Subrecipient shall comply with requirements of the Housing and 
Urban Development Equal Access Rule at 24 C.F.R. Part 5, Final 
Rule 5863, to ensure equal access to housing and services 
regardless of gender identity. 
 
 
 
47.0 
DISABILITY REQUIREMENTS 
The Subrecipient agrees that any electronic or information technology 
offered under this Agreement shall comply with A.R.S. §§41-2531 and 41-
2532 and Section 508 of the Rehabilitation Act of 1973, which requires that 
employees and members of the public shall have access to and use of

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Amendment No. 3 
 
information technology that is comparable to the access and use by 
employees and members of the public who are not individuals with 
disabilities. 
 
48.0 
LOBBYING 
48.1 
No federal appropriated funds have been paid or will be paid by or 
on behalf of the Subrecipient to any person for influencing or 
attempting to influence an officer or employee of any 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 agreement, 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 agreement, grant, loan, or cooperative 
agreement. 
48.2 
If any funds, other than federal appropriated funds, have been paid 
or will be paid to any person for influencing or attempting to influence 
an officer or employee of any agency, a member of Congress, an 
officer or employee of Congress, or an employee of a member of 
Congress in connection with any federal agreement, grant, loan or 
cooperative agreement, then the Subrecipient shall complete and 
submit OMB Form-LLL, titled "Disclosure of Lobbying Activities," in 
accordance with its instructions and 31 U.S.C. § 1352. 
 
49.0 
SYSTEM FOR AWARD MANAGEMENT 
The Subrecipients must remain current in the System for Award 
Management (SAM) www.sam.gov/SAM/ (database of basic business 
information for subrecipients and contractors that receive federal funds) 
throughout the term of the Agreement.  
 
50.0 
SURVIVAL 
The indemnification, hold harmless, defense, and non-liability provisions of 
this Agreement shall have full force and effect notwithstanding any other 
provisions in this Agreement and shall survive the termination or expiration 
of this Agreement. 
 
51.0 
FORCE MAJEURE 
51.1 
Neither Party shall be liable for failure of performance, nor incur any 
liability to the other Party on account of any loss or damage 
resulting from any delay or failure to perform all or any part of this 
Agreement if such delay or failure is caused by events, 
occurrences, or causes beyond the reasonable control and without 
negligence of the Parties. Such events, occurrences, or causes will 
include Acts of God/Nature (including fire, flood, earthquake, storm, 
hurricane, or other natural disaster), war, invasion, act of foreign 
enemies, hostilities (whether war is declared or not), civil war, riots, 
rebellion, revolution, insurrection, military or usurped power or 
confiscation, 
terrorist 
activities, 
nationalization, 
government 
sanction, lockout, blockage, embargo, labor dispute, strike,

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Amendment No. 3 
 
pandemic, 
and 
interruption 
or 
failure 
of 
electricity 
or 
telecommunication service. 
51.2 
Each Party, as applicable, shall give the other Party notice of its 
inability to perform and particulars in reasonable detail of the cause 
of the inability. Each party must use best efforts to remedy the 
situation and remove, as soon as practicable, the cause of its 
inability to perform or comply. 
51.3 
The Party asserting Force Majeure as a cause for non-performance 
shall have the burden of proving that reasonable steps were taken 
to minimize delay or damages caused by foreseeable events, all 
non-excused obligations were substantially fulfilled, and the other 
Party was timely notified of the likelihood or actual occurrence that 
would justify such an assertion, so that other prudent precautions 
could be contemplated. 
 
III. 
Section II above contains all the changes made by this Amendment No. 3. All other terms 
and conditions of the Agreement and previously approved Amendments not amended by 
this Amendment No. 3 shall remain unchanged and in full force and effect as executed by 
both Parties. 
 
IV. 
This Agreement is subject to A.R.S. §38-511.  
 
IN WITNESS THEREFORE, the Parties have signed this Amendment: 
 
FOR AND ON BEHALF OF  
SOLARI, Inc.: 
 
 
____________________________________ 
Justin N. Chase, CEO                             Date 
 
FOR MARICOPA COUNTY: 
 
 
 
____________________________________ 
Bill Gates, Chairman                                Date 
Maricopa County Board of Supervisors 
 
 
 
Attested to: 
 
 
____________________________________ 
Juanita Garza, Clerk of the Board           Date 
 
 
Approved As To Form: 
 
 
____________________________________ 
Deputy County Attorney                           Date

Contract No. C-22-22-078-X-01 
220102 CI 
Amendment No. 3