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Home My WebLink About02-26-2026 CAPSLO Community Partnership AgreementCOMMUNITY PARTNERSHIP AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY, INC. This COMMUNITY PARTNERSHIP AGREEMENT, hereinafter referred to as the Agreement, is made and entered into in the City of San Luis Obispo on _____________________ by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as CITY, and COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO, a California non-profit organization, hereinafter referred to as CAPSLO. WITNESSETH: WHEREAS, the CITY and CAPSLO desire to continue supporting residents benefiting from home energy efficiency and electrification upgrades; and WHEREAS, Pillar 3 of the Climate Action Plan for Community Recovery includes Foundational Action 2.1.B Green Buildings which outlines the following action for the 2023-25 Financial Plan: Create an equity focused “Green and Healthy Buildings” service to educate the community and connect low-income building owners with resources, incentives, financing, and contractors; and WHEREAS, The City has previously executed a Purchase Order to CAPSLO for implementation of Buildings Upgrade Prize funds for the installation of heat pump HVAC and heat pump water systems in manufactured homes; and WHEREAS, CAPSLO is a named partner on the City’s TECH QuickStart Grant application which was selected for award; and WHEREAS, the CITY desires to maintain a mutually beneficial relationship between the CITY and CAPSLO to advance climate goals; and WHEREAS, the CITY has determined that partnerships with community organizations to provide shared services to the community are of great benefit and CAPSLO has expressed a willingness to continue these shared services, in partnership and in cooperation with the CITY; and WHEREAS, CAPSLO is uniquely qualified to provide the services contemplated under this Agreement due to its more than 30 years of experience delivering home repair and energy upgrade programs to low-income households in the community. NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be for one (1) year from March 1, 2026 to March 1, 2027. The terms of this Agreement may be amended upon the mutual written agreement of the parties. 2. FINANCIAL MANAGEMENT. The CITY and CAPSLO agree to a series of terms as outlined below to share in the financial costs associated with home energy upgrades. 2.1 PAYMENT TO CAPSLO FOR GRANT ADMINISTRATION, PERMITTING AND INSTALLATION SERVICES. The CITY shall compensate CAPSLO in an amount not to exceed $193,910 over the one year duration of this Agreement. A. CAPSLO shall invoice the CITY for these costs on a milestone basis reflective of the compensation timeline detailed in the TECH QuickStart Grant Agreement. B. The CITY shall remit payment to CAPSLO on a milestone basis as TECH QuickStart funds are disbursed. Docusign Envelope ID: 93F833C0-3D96-4026-B00E-97B85743FE20 2/26/2026 | 12:11 PM PST 3. ROLES AND RESPONSIBILITIES. The City of San Luis Obispo Sustainability Manager may authorize periodic modifications, within the scope of their financial and/or operational authority, to the Roles and Responsibilities as they may deem necessary or appropriate to the partnership between the CITY and CAPSLO. Any amendment or modifications to the Roles and Responsibilities shall be upon mutual written consent of both parties. A. SCOPE OF SERVICES i. Both parties agree to collaborate on SLO Green and Healthy Homes program projects as outlined in the work plan for the Green Buildings Pillar of the Climate Action Plan. ii. The CITY Sustainability Manager and CAPSLO Staff will meet monthly during the one (1) year term to coordinate project administration and implementation. B. CITY OBLIGATIONS i. The CITY Sustainability Manager will set monthly reoccurring meetings with CAPSLO Staff during the one (1) year term. ii. The CITY shall remit the payment to CAPSLO as outlined in the TECH Quick Start agreement during the one (1) year term. iii. The CITY shall provide administrative support for grant management and reporting. C. CAPSLO OBLIGATIONS i. CAPSLO will provide quotes and subsequent invoices for all permit acquisition, weatherization installation, and appliance upgrade services during the one (1) year agreement term, which will cover: a. Energy audits b. Weatherization (where necessary and feasible to reduce bill impacts) c. Electrical panel upgrades d. Heat pump water heater installations e. Heat pump HVAC installations f. Heat pump washer/dryer installations g. Induction cooktop installations h. Backyard Solar + Battery installations ii. CAPSLO will provide project updates during CITY and CAPSLO bi-weekly project management meetings. iii. CAPSLO will comply with the energy bill confidentiality requirements established in the TECH Quick Start agreement, which reads as follows: Qualifying Customer names, utility account numbers and utility billing data are considered confidential data and may not be provided via email. This data may be provided through the TECH Clearinghouse, or if any additional transfer of confidential data is required, Energy Solutions will setup a secure file transfer website for Quick Start Grant Recipient to use to transfer data. Quick Start Grant Recipient is solely responsible for the secure storage of confidential information in its possession, including, but not limited to, confidential information that is collected for the submission of incentive claims. Quick Start Grant Recipient must destroy any customer utility account numbers and utility billing data in its possession no later than the date of the incentive payment clearing for the incentive submission in question, or 12 months, whichever is lesser. 4. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto. 5. AGREEMENT TERMINATION. Either party may terminate the Agreement for convenience provided that 30 days written notice is given. The Agreement may be terminated by either party for cause, provided that written notice has been given in the manner specified herein stating the reasons for the intended termination and providing the other party at least 10 days to cure any alleged breach. If the party receiving notice fails or refuses to cure the alleged breach within 10 days, or to make substantial progress toward cure to the satisfaction of the party demanding cure, this Agreement may be terminated 10 days after receipt of the notice as specified herein. Docusign Envelope ID: 93F833C0-3D96-4026-B00E-97B85743FE20 6. AGREEMENT AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be presented in writing by the City’s Sustainability Manager and CAPSLO Energy Program Manager and shall be effective only upon final approval by the City Manager or their designee, except as otherwise stated in Section 3 of this Agreement 7. INSURANCE AND LIABILITY A. Each party to this Agreement shall make the other party, its officers, agents, employees and volunteers as separately additionally insured through a “CG 20 26” or equivalent, blanket endorsement or section of the policy no later than October 1 of each year. Each party agrees to provide a commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00-01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage, including without limitation, blanket contractual liability. B. Each party agrees to provide a minimum liability and property damage insurance coverage of one million dollars ($1,000,000). C. Each party shall maintain worker’s compensation insurance at a level that is consistent with state law requirements. 8. HOLD HARMLESS AND INDEMNIFICATION A. CITY agrees to defend, indemnify, protect and hold CAPSLO and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to CAPSLO’s employees, agents, officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of the CITY, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that the CITY duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of CAPSLO, its agents, officers, employees or volunteers. B. CAPSLO agrees to defend, indemnify, protect and hold the CITY and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to the CITY employees, agents, officers or volunteers, which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of CAPSLO, and its agents, officers, employees or volunteers, in performing its responsibilities hereunder, and all expenses of investigating and defending against same; provided, however, that CAPSLO’s duty to indemnify and hold harmless shall not include any claims or liability arising from the negligence or willful misconduct of the CITY, its agents, officers, employees or volunteers 9. NOTICE. All written notices to the parties hereto shall be sent by USPS Mail, postage prepaid by registered or certified mail addressed as follows: CITY: City Manager City of San Luis Obispo 990 Palm St. San Luis Obispo, CA 93401 CAPSLO: Chief Executive Officer Community Action Partnership of San Luis Obispo County, Inc. 1010 Broad Street San Luis Obispo, CA 93401 11. AUTHORITY TO EXECUTE AGREEMENT. Both CITY and CAPSLO do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. Docusign Envelope ID: 93F833C0-3D96-4026-B00E-97B85743FE20 ATTEST: CITY OF SAN LUIS OBISPO ________________________________ By:________________________________ Teresa Purrington Whitney McDonald City Clerk City Manager APPROVED AS TO FORM: COMMUNITY ACTION PARTNERHSIP SAN LUIS OBISPO COUNTY, INC. By:_________________________________ J. Christine Dietrick Elizabeth Steinberg City Attorney Chief Executive Officer Docusign Envelope ID: 93F833C0-3D96-4026-B00E-97B85743FE20