HomeMy WebLinkAboutMUNICIPAL WATER DISTRICT 2 - 2004
:...
~.
MUNICIPAL
WATER
DISTRICT
OF
ORANGE
COUNTY
10500 Ellis Avenue
P.O. Box 20895
Fountain Valley, California 92728
(714) 963.3058
Fax: (714) 964-9389
WWW.mwdoc.com
Brett R. Barbre
President
Ed Royce, Sr.
First Vice-President
Susan Hinman
Second Vice-President
Ergun Sakal!
Director
Wayne A. Clark
Director
LarryD. Dick
Director
Joan C. Finnegan
Director
Kevin P. Hunt, P.E.
Genera/Manager
MEMBER AGENCIES
City of Brea
City of Buena Park
East Orange County Water District
EI ToroWater Oistrict
Emerald Bay Service District
City of Fountain Valley
City of Garden Grove
City of Huntington Beach
Irvine RanchWaterOistrict
Laguna Beach CountyWaterOistrict
City of La Habra
City of La Palma
Mesa Consolidated Water District
Moulton Niguel Water District
City of Newport Beach
City of Orange
Orange County Water District
Orange Park Acres Mutual Water Co.
City of San Clemente
City of San Juan Capistrano
Santa Margarita Water District
Santiago County Water District
City of Seal Beach
Serrano Water District
South Coast Water District
Southern California Water Co.
TrabucoCanyonWaterDistrict
City of Tustin
City of Westminster
Yorba Linda Water District
N-2004-106
Agreement
for Participation in Mnnicipal Water District of Orange County's
Weather Based Irrigation Controller Rebate Program
for Single-Family Residential and Small Commercial Properties
When executed on behalf of each party this Agreement will constitute an
agreement between the Municipal Water District of Orange County (MWDOC),
and the City of Santa Ana ("Participating Agency") for participation and co-
funding of a Weather Based Irrigation Controller Rebate Program for Single
Family Residential and Small Commercial Properties ("Program") to be offered
in Participating Agency's service area.
MWDOC has developed and arranged funding through Metropolitan
Water District of Southern California ("Metropolitan") and other sources for a
program to provide rebates to owners of single family residences and small
commercial properties to encourage them to retrofit existing operable irrigation
timers with devices to control the amount of water used based upon weather
conditions, ("Smart Controllers"). The Program is scheduled to provide rebates
for up to Five Thousand (5,000) Smart Controllers installed by qualified
participants in the Program area. The Program's objectives are to achieve
savings in water consumption, reduce water runoff to storm drains and natural
water bodies, and promote the goals of the Best Management Practices.
MWDOC will contract for services of a qualified rebate contractor
("Rebate Contractor") to provide information about the Program and
participation criteria to eligible participants, administer the rebates, and report
the results of the Program. The rebate process will be initiated by a Program
participant requesting a rebate application. The Rebate Contractor will keep a
log of all rebate applications issued to potential participants. Upon receiving an
application, the participant must complete the following two-step process in
order to receive a rebate:
1. Once the Smart Controller is purchased and installed, the participant
must complete and return to the Rebate Contractor the required items
identified in Part One of the rebate application. In order for the
participant to be eligible for a rebate, the Rebate Contractor must
receive Part One of the rebate application within sixty (60) days after
the application is issued and logged in by the Rebate Contractor. If
an application is not returned within the 60-day period, the
application will not be counted toward the maximum number of
Smart Controllers authorized for the Participating Agency's service
area;
2. Upon receipt by the Rebate Contractor of the completed Part One, the
Rebate Contractor shall arrange for verification of the installation ofthe
Smart Controller by a technician, who will complete Part Two of the
application during a installation verification site visit.
A Program participant qualifies for a rebate, and the rebate is issued, when
proper installation and operation of the Smart Controller is verified. Participating
Agency will provide funding of Nine Dollars ($9.00) per Smart Controller valve
installed within its service territory for which a rebate is issued pursuant to the Program,
up to a 'Not to Exceed' maximum set forth in this Agreement.
MWDOC's Obligations: MWDOC will be responsible for designing the Program and
providing all necessary staffing, materials, and administration to manage and implement
the Program and for preparing reports on the Program's results through contractors and
its own staff. These services will include:
.
Providing marketing and infonnational material for the Program;
.
Establishing eligibility requirements for prospective Program participants;
.
Mailing marketing materials to potential participants using lists of property
owners provided by the Participating Agencies;
.
Providing a website, a toll-free telephone number, and printed infonnational
materials for prospective participants to learn about the Program and apply
to participate;
.
Infonning participants about the eligible Smart Controller technologies and
where they may purchase an appropriate Smart Controller. (Purchase and
installation of Smart Controllers will be the responsibility of the property-
owner, and participants will be required to waive and release any claims
against MWDOC, Metropolitan, and the Participating Agency in order to
receive a rebate);
.
Providing quality control, verification of installation, and collection of data;
.
Processing of the rebate applications and mailing of the rebates;
.
Developing a database of infonnation regarding Program participation,
including the types of Smart Controllers for which rebates are given;
.
Providing monthly reports of Program activity to Participating Agency, and
invoicing Participating Agency for its funding obligation; and
.
Invoicing Participating Agency on a per valve basis, at $9 per valve, for
those valves installed in their service territory.
MWDOC shall provide Participating Agency with monthly reports and shall
monitor the number of rebate applications provided in Participating Agency's service
2
.
territory to ensure that it is within the maximum 'Not to Exceed' number provided in
this Agreement. Rebates will be offered on a first come-first served basis while funding
lasts. Therefore, if applications received from Program participants throughout the
implementation area exhaust the number of rebates available under the Program, it may
not be possible to offer rebates within Participating Agency's service territory up to the
maximum 'Not to Exceed' number provided herein. MWDOC does not guarantee any
minimum number of rebates will be available for Participating Agency's service area.
MWDOC agrees to maintain the confidentiality of Participating Agency's
customer names, addresses and other information about the Program Participants
gathered in connection with the Program, and will not cause or permit the disclosure of
such information except as necessary to carry out the Program. To the extent MWDOC
contracts with third party contractors to carry out all or any portion of the Program,
MWDOC will require the Contractor to maintain the confidentiality of said customer
information.
Participating Agency Obligations: To enable MWDOC to identify potential Program
participants for marketing the Program, Participating Agency agrees to provide
complete customer name and address information to MWDOC for those potential sites
Participating Agency requests be included in the Program. Upon request, Participating
Agency will provide MWDOC with addressing for the top-20% of their residential
water users. Participating Agency agrees to provide funding for the Term of the
Program in the amount of Nine Dollars ($9.00) per Smart Controller valve installed at a
qualified property within Participating Agency's service territory for which a rebate is
given, up to a maximum 'Not to Exceed' number of 1,000 valves. As part of its
administrative responsibility, MWDOC will track rebate distribution on a fiscal year
basis in order to limit the number of rebates issued within Participating Agency's
service area over the Participating Agency's designated 'Not to Exceed' fiscal year
total.
.
For fiscal year 2004-2005 this 'Not to Exceed' liability is $9,000 (1,000
valves x $9.00).
.
For fiscal year 2005-2006, this 'Not to Exceed' liability is $0.00 (0 valves x
$9.00).
.
For fiscal year 2006-2007 this 'Not to Exceed' liability is $0.00 (0 valves x
$9.00).
MWDOC will invoice Participating Agency on a monthly basis for rebates issued in the
previous month period, and payment will be due within thirty (30) days of the date of
the invoice.
Although MWDOC will make every effort to pace the Program in the Participating
Agency's service territory in order not to exhaust the Participating Agency designated
fiscal year funding limit, MWDOC makes no guarantee the funding limit assigned by
the Participating Agency while not be exhausted prior to the end of the fiscal year. In
the case where the funding limit has been exhausted prior to the end of the current fiscal
year and if there are no additional funds available from the Participating Agency,
3
. .
.
MWDOC will direct the rebate contractor to discontinue reserving rebates for
participants in the Participating Agency's service area. MWDOC will direct the rebate
contractor to take names for purposes of creating a waiting list.
Indemnification: MWDOC has designed the Program as a rebate program in which
the property owner is solely responsible for selecting, purchasing, and installing the
Smart Controller. Property owner will be required to sign a release and waiver of any
claims against MWDOC, the Participating Agency, and any other funding agency, as a
condition of participating in the Program. MWDOC will require its Rebate Contractor
to indemnify MWDOC, the Participating Agency, and any other funding agency against
claims arising out of or related to the performance ofthat contract. MWDOC will
require the Rebate Contractor to provide general liability insurance covering MWDOC,
each Participating Agency, and any other funding agency as additional insureds.
Nevertheless, to the extent that MWDOC or the Participating Agency or their staff
performs any activities in connection with the Program, each agrees to indemnify and
hold the other harmless from any and all liability, claims, obligations, damages, and
suits arising out of such activities.
Term: The Program will commence on or about August 1,2004 and will continue until
December 31, 2006 or until the targeted number of rebates has been exhausted,
whichever occurs first ("Program Expiration"). If the maximum number of rebates for
Participating Agency's service area have been issued prior to Program Expiration,
MWDOC will direct its Rebate Contractor to discontinue offering the Program in
Participating Agency's service area; however, final reporting of Program results will not
be completed until after the Program Expiration date.
Early Termination: Participating Agency may terminate this Agreement prior to the
Program Expiration date, or prior to distribution of the maximum number of rebates for
Participating Agency's service area, upon thirty (30) days' written notice to MWDOC.
MWDOC may terminate this Agreement prior to the Expiration Date, or prior to
distribution ofthe maximum number of rebates for Participating Agency's service area
without prior notice in the event funding for this Program is exhausted, reduced, or
eliminated from any funding source. If it becomes necessary to terminate this Program
for any other reason, MWDOC will give Participating Agency thirty (30) days' written
notice. Participating Agency will be responsible for payment of its funding contribution
for all rebates made before and after the effective date ofthe termination for all
applications initiated by Program participants within Participating Agency's service
area prior to the effective date of the termination. For purposes ofthis paragraph, an
application is deemed initiated when the Program participant obtains an application and
III
III
III
III
III
III
III
III
III
III
III
4
.
MWDOC will direct the rebate contractor to discontinue reserving rebates for
participants in the Participating Agency's service area. MWDOC will direct the rebate
contractor to take names for purposes of creating a waiting list.
Indemnification: MWDOC has designed the Program as a rebate program in which
the property owner is solely responsible for selecting, purchasing, and installing the
Smart Controller. Property owner will be required to sign a release and waiver of any
claims against MWDOC, the Participating Agency, and any other funding agency, as a
condition of participating in the Program. MWDOC will require its Rebate Contractor
to indemnify MWDOC, the Participating Agency, and any other funding agency against
claims arising out of or related to the performance of that contract. MWDOC will
require the Rebate Contractor to provide general liability insurance covering MWDOC,
each Participating Agency, and any other funding agency as additional insureds.
Nevertheless, to the extent that MWDOC or the Participating Agency or their staff
performs any activities in connection with the Program, each agrees to indemnify and
hold the other harmless from any and all liability, claims, obligations, damages, and
suits arising out of such activities.
Term: The Program will commence on or about August 1,2004 and will continue until
December 31, 2006 or until the targeted number of rebates has been exhausted,
whichever occurs first ("Program Expiration"). If the maximum number of rebates for
Participating Agency's service area have been issued prior to Program Expiration,
MWDOC will direct its Rebate Contractor to discontinue offering the Program in
Participating Agency's service area; however, final reporting of Program results will not
be completed until after the Program Expiration date.
Early Termination: Participating Agency may terminate this Agreement prior to the
Program Expiration date, or prior to distribution of the maximum number ofrebates for
Participating Agency's service area, upon thirty (30) days' written notice to MWDOC.
MWDOC may terminate this Agreement prior to the Expiration Date, or prior to
distribution of the maximum number of rebates for Participating Agency's service area
without prior notice in the event funding for this Program is exhausted, reduced, or
eliminated from any funding source. If it becomes necessary to terminate this Program
for any other reason, MWDOC will give Participating Agency thirty (30) days' written
notice. Participating Agency will be responsible for payment of its funding contribution
for all rebates made before and after the effective date of the termination for all
applications initiated by Program participants within Participating Agency's service
area prior to the effective date of the termination. For purposes of this paragraph, an
application is deemed initiated when the Program participant obtains an application and
III
III
III
III
III
III
III
III
III
III
III
4
" "','
.
his participation is logged-in by the Rebate Contractor. Whether the Agreement is
tenninated by Participating Agency or MWDOC, MWDOC will nevertheless provide
Participating Agency with reports of rebate activities in Participating Agency's service
area.
Dated: 1-'1,,~ -0 '1-
Dated:
9 .. 3 --o<¡-
ATTEST:
~~~J ~
lx/\ PATRICIA E. HAY . ~é
v lì .. Clerk of the Councll
MUNICIP AL WATER DISTRICT OF
ORANGE COUNTY
By:
\VVl. ~
ph M. Berg
ter Use Efficiency Program Manager
City of Santa Ana,
Participating Agency
-
;' /" /)
, / /,' / /
( (;,_Ú¿~u.._--
DAVID 'N. 'REAM
City Manager
G:\Prop 13 ET Installation Program\MA Agreements\Santa Ana FY.doc
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
. -
Cl ty Attorney V
":'°"' £f~¿;; 0"" f'k
Deputy City Attorney
TO CONTENT:
]
LH JA ES OSS
U- Executive Director of the
Public Works Agency
5
I
Association of California Water Agencies I Joint Powers Insurance Authority
5620 Birdcage Street, Suite 200, Citrus Heights, CA 95610
CERTIFICATE OF COVERAGE
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER OTHER THAN
THOSE PROVIDED IN THE COVERAGE DOCUMENT, THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE
COVERAGE DOCUMENTS LISTED HEREIN.
MEMBER
Municipal Water District of Orange County
P.O. Box 20895
Fountain Valley, CA 92728-0895
COVERAGE INFORMATION
This is to certify that coverage documents listed herein have been issued to the Member Agency herein for the Coverage period indicated. Not withstanding any
requirement, term or condition of any contract or other document with respect to which the certificate may be issued or may pertain, the coverage afforded by the
coverage documents ilsled herein is subject t~ all the terms, r.onditions and exclusions of such coverage documents.
Tvee of Coveraae Certificate # Effective Date EXDiration Date .-. Limits
General Liability
Commercial General Liability
Contractual Liability
Products/Completed Operations
Occurrence
Auto Liability
Owned Autos ~' tod7
Hired Autos .'J ?
c~ ''--\: ,--'C..
Non-Owned Autos
Auto Physical Damage
Scheduled Autos
Hired Autos
Property
Special Form
Mobile Equipment
Boiler and Machinery
Crime
..' -i
Workers' Compensation MOWC&EL-070104 7/1/2004 7/1/2005
0 Coverage A - Workers' Compo Per Accident Statutory Limit
0 Coverage B - Employer's Liability Per Accident $2,000,000
CERTIFICATE HOLDER DESCRIPTION
City of Santa Ana, City Manager In reference to the Consultant Agreement made
P.O. Box 1988 September 1, 2001.
Santa Ana, CA 92702-1988
I
I
CANCELLATION: Should any of the coverage documents herein be cancelled before the expiration date thereof, ACWAfJPIA will cmåea\'er to provide 30 days written
notice to the certificate holder named herein.
Signed by:
Date: Auqust 05, 2004
(Authþrized Represènt~ve)
I, /