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HomeMy WebLinkAboutC14-334 CDOT AmendmentAmendment #:1 Original Contract Routing # 13 HA3 47107
Project #: 18601, BRO C440-007 Amendment Routing #: 15 HA3 70622
Project Name: Catamount Bridge Replacement ID # 400000142/ 271001726/471000172
CONTRACT AMENDMENT
1. PARTIES
This Amendment to the above -referenced Original Contract (hereinafter called the Contract) is entered into by
and between EAGLE COUNTY GOVERNMENT (hereinafter called "Contractor"), and the STATE OF
COLORADO (hereinafter called the "State") acting by and through the Department of Transportation,
(hereinafter called "CDOT").
2. EFFECTIVE DATE AND ENFORCEABILITY
This Amendment shall not be effective or enforceable until it is approved and signed by the Colorado State
Controller or designee (hereinafter called the "Effective Date"). The State shall not be liable to pay or reimburse
Contractor for any performance hereunder including, but not limited to, costs or expenses incurred, or be bound
by any provision hereof prior to the Effective Date.
3. FACTUAL RECITALS
The Parties entered the Contract for the purchase of traffic signal system equipment.
4. CONSIDERATION -COLORADO SPECIAL PROVISIONS
The Parties acknowledge that the mutual promises and covenants contained herein and other good and valuable
consideration are sufficient and adequate to support this Amendment. The Parties agree to replacing the
Colorado Special Provisions with the most recent version (if such have been updated since the Contract and any
modification thereto were effective) as part consideration for this Amendment. If applicable, such Special
Provisions are attached hereto and incorporated by reference herein as Section 251.
5. LIMITS OF EFFECT
This Amendment is incorporated by reference into the Contract, and the Contract and all prior amendments
thereto, if any, remain in full force and effect except as specifically modified herein.
6. MODIFICATIONS.
The Amendment and all prior amendments thereto, if any, are modified as follows:
A. Exhibit C1
i) A Utilities Phase is created.
ii) Utilities Funds in the amount of $20,000.00 are hereby encumbered.
iii) The Total Cost of Work is increased to $2,658,500.00.
iv) The funding provisions (Exhibit Cl) have been revised to reflect the increase in the total cost of work
and the additional utility phase and the utility funds encumbrance. Exhibit C shall be replaced with
Exhibit C1 (attached hereto) upon execution of this Amendment. Any reference to Exhibit C in the
Contract shall hereafter reference Exhibit Cl.
v) The total encumbrance is now increased by $20,000.00. The total encumbrance as a result of this
Amendment and all previous amendments is now $407,550.00, as referenced in Exhibit Cl. The total
budgeted funds to satisfy services/goods ordered under the Contract is revised to be $2,658,500.00.
B. Section 7 (Option Letter Modification) in the original Contract shall be replaced with the following
language, and any reference to Section 7 shall refer to the following:
7. OPTION LETTER MODIFICATION
An option letter may be used to add a phase without increasing total budgeted funds, increase or decrease
the encumbrance amount as shown on Exhibit C and/or transfer funds.from one phase to another. Option
Page 1 of 3
letter modification is limited to the specific scenarios listed below. The option letter shall not be deemed
valid until signed Uv the State Controller or an authorized delegate.
A. Option to add a phase and/or increase or decrease the total encumbrance amount.
The State may require the Local Agency to begin a phase that may include Design, Construction,
Environmental, Utilities, ROW Incidentals or Miscellaneous (this does not applv to
Acquisition/Relocation or Railroads) as detailed in Exhibit A and at the same terns and conditions
stated in the original Agreement, with the total budgeted funds remaining the same. The State may
simultaneously increase and/or decrease the total encumbrance amount by replacing the original
funding exhibit (Exhibit C) in the original Agreement with an updated Exhibit C -I (subsequent
exhibits to Exhibit C-1 shall be labeled C-2, C-3, etc). The State nay exercise this option by providing
a fidly executed option to the Local Agency within thirty (30) days before the initial targeted start date
of the phase, in a form substantially equivalent to Exhibit D. If the State exercises this option, the
Agreement will be considered to include this option provision.
B. Option to transfer funds.from one phase to another phase.
The State may require or permit the Local Agency to transfer funds from one phase (Design,
Construction, Environmental, Utilities, ROW Incidentals or Miscellaneous) to another as a result of
changes to state, federal, and local match. The original funding exhibit (Exhibit C) in the original
Agreement will be replaced with an updated Exhibit C -I (subsequent exhibits to Exhibit C-1 shall be
labeled C-2, C-3, etc.) and attached to the option letter. The .funds transferred from one phase to
another are subject to the same terms and conditions stated in the original Agreement with the total
budgeted funds remaining the same. The State may unilaterally exercise this option by providing a
fully executed option to the Local Agency within thirty (30) days before the initial targeted start date of
the phase, in a.form substantially equivalent to Exhibit D. Any transfer of funds from one phase to
another is limited to an aggregate maximum of 24.99% of the original dollar amount of either phase
affected by a transfer. A bilateral amendment is required for any transfer exceeding 24.99% of the
original dollar amount of the phase affected by the increase or decrease.
C. Option to do both Options A and B.
The State may require the Local Agency to add a phase as detailed in ExhibitA, and encumber and
transfer- funds from one phase to another. The original funding exhibit (Exhibit C) in the original
Agreement will be replaced with an updated Exhibit C-1 (subsequent exhibits to Exhibit C-1 shall be
labeled C-2, C-3, etc.) and attached to the option letter. The addition of a phase and encumbrance and
transfer of funds are subject to the same terms and conditions stated in the original Agreement with the
total budgeted funds remaining the same. The State may unilaterally exercise this option by providing
a fullv executed option to the Local Agencv within thirty (30) days before the initial targeted start date
of the phase, in a form substantially equivalent to Exhibit D.
C. Exhibit D: Exhibit D shall be replaced with Exhibit Dl (attached hereto) upon execution of this
Amendment. Any reference to Exhibit D in the Contract shall hereafter refer to Exhibit D1.
D. Section 22 is amended to delete the final sentence.
E. Exhibit K: Exhibit K shall be replaced with Exhibit K1 (attached hereto) upon execution of this
Amendment. Any reference to Exhibit K in the Contract shall hereafter refer to Exhibit KI.
7. START DATE
This Amendment shall take effect upon the date of the State Controller's Signature
8. ORDER OF PRECEDENCE
Except for the Special Provisions, in the event of any conflict, inconsistency, variance, or contradiction between
the provisions of this Amendment and any of the provisions of the Contract, the provisions of this Amendment
shall in all respects supersede, govern, and control. The most recent version of the Special Provisions
incorporated into the Contract or any amendment shall always control other provisions in the Contract or any
amendments.
Page 2 of 3
9. AVAILABLE FUNDS
Financial obligations of the state payable after the current fiscal year are contingent upon funds for that purpose
being appropriated, budgeted, or otherwise made available.
THE PARTIES HERETO HAVE EXECUTED THIS AGREEMENT
* Persons signing for The Local Agency hereby swear and affirm that they are authorized to act on The Local
Agency's behalf and acknowledge that the State is relying on their representations to that effect.
THE LOCAL AGENCY
STATE OF COLORADO
EAGLE COUNTY
John W. Hickenlooper, GOVERNOR
By:
Colorado Department of Transportation
Title:
/ (b AA�
P S'gnature
Date: � �" (
Donald E. Hunt, Executive Director
/YjA
By: Josh Laaiipp .E., ief Engineer
Date:
2nd The Local Agency Signature if Needed
LEGAL REVIEW
John W. Suthers, Attorney General
By: Click here to enter text.
Title: Click here to enter text.
By:
Signature - Assistant Attorney General
*Signature
Date:
Date:
ALL AGREEMENTS REQUIRE APPROVAL BY THE STATE CONTROLLER
CRS §24-30-202 requires the State Controller to approve all State Agreements. This Agreement is not valid
until signed and dated below by the State Controller or delegate. The Local Agency is not authorized to begin
performance until such time. If The Local Agency begins performing prior thereto, the State of Colorado is
not obligated to pay The Local Agency for such performance or for any goods and/or services provided
hereunder.
STATFAONTR LER
Robert A, B
By:
Coloradoartment of Transportation
nate- 9/d1 /'/7
Page 3 of 3
30. EXHIBIT C1 — FUNDING PROVISIONS [BRO C440-007 (18601)]
A. Cost of Work Estimate
The Local Agency has estimated the total cost the Work to be $2,658,500.00 which is to be funded
as follows:
1 BUDGETED FUNDS
a. Federal Funds $2,126,800.00
(80% of Participating Costs)
b. Local Agency Matching Funds $531,700.00
(20% of Participating Costs)
c. State Matching Funds $0.00
(_% of Participating Costs)
d. Local Agency Matching for CDOT -
Incurred Non-Participating Costs [AND/OR]
Overmatch $0.00
(Including Non-Participating Indirects)
TOTAL BUDGETED FUNDS $2,658,500.00
2 ESTIMATED. CDOT-INCURRED COSTS
a. Federal Share $0.00
(_ of Participating Costs)
b. Local Agency
Local Agency Share of Participating Costs $0.00
Non-Participating Costs (Including Non-
participating Indirects) $0.00
Estimated to be Billed to Local Agency $0.00
TOTAL ESTIMATED CDOT-INCURRED COSTS $0.00
3 ESTIMATED PAYMENT TO LOCAL AGENCY
a. Federal Funds Budgeted (1a) $2,126,800.00
b. Less Estimated Federal Share of CDOT-Incurred Costs (2a) $0.00
TOTAL ESTIMATED PAYMENT TO LOCAL AGENCY $2,126,800.00
Exhibit C1 Page 1 of 3
FOR CDOT ENCUMBRANCE PURPOSES
Total Encumbrance Amount
$2,658,500.00
Less ROW Acquisition 3111 and/or ROW
Relocation 3109
$6,000.00
Net to be encumbered as follows:
$2,652,500.00
Note: Only $407,550 is encumbered at
this time; remaining funds will be
encumbered when available by Option
Letter or Amendment
WBS Element 18601.10.30
Design
3020 1 $343,550.00
WBS Element 18601.10.10
ROW
31001
$44,000.00
WBS Element 18601.10.20
Utility
13988
$20,000.001
WBS Element 18601.10.10
Const
1 3301
$0.00
B. Matching Funds
The matching ratio for the federal participating funds for this Work is 80% federal -aid funds
(CFDA #20.205) to 20% Local Agency funds, it being understood that such ratio applies only to
the $2,658,500.00 that is eligible for federal participation, it being further understood that all
non -participating costs are borne by the Local Agency at 100%. If the total participating cost of
performance of the Work exceeds $2,658,500.00, and additional federal funds are made
available for the Work, the Local Agency shall pay 20% of all such costs eligible for federal
participation and 100% of all non -participating costs; if additional federal funds are not made
available, the Local Agency shall pay all such excess costs. If the total participating cost of
performance of the Work is less than $2,658,500.00, then the amounts of Local Agency and
federal -aid funds will be decreased in accordance with the funding ratio described herein. The
performance of the Work shall be at no cost to the State.
C. Maximum Amount Payable
The maximum amount payable to the Local Agency under this Agreement shall be
$2,126,800.00 (For CDOT accounting purposes, the federal funds of $2,126,800.00 and the
Local Agency matching funds of $515,450.00 less the ROW Acquisition of $6,000.00 will be
encumbered for a total encumbrance of $2,636,250.00), ** Please note that Construction
funds are not yet available, and will be encumbered in the future by Option Letter or
Amendment,** unless such amount is increased by an appropriate written modification to this
Agreement executed before any increased cost is incurred. It is understood and agreed by the
parties hereto that the total cost of the Work stated hereinbefore is the best estimate available,
based on the design data as approved at the time of execution of this Agreement, and that such
cost is subject to revisions (in accord with the procedure in the previous sentence) agreeable to
the parties prior to bid and award. **Please also note that it is understood by the parties
that the Local Agency has separately committed to provide additional funds as
overmatch in the amount of $243,700.00 for the Project.
D. Single Audit Act Amendment
All state and local government and non-profit organizations receiving more than $500,000 from
all funding sources defined as federal financial assistance for Single Audit Act Amendment
purposes shall comply with the audit requirements of OMB Circular A-133 (Audits of States,
Local Governments and Non -Profit Organizations) see also, 49 C.F.R. 18.20 through 18.26. The
Single Audit Act Amendment requirements applicable to the Local Agency receiving federal
funds are as follows:
i. Expenditure less than $500,000
The Local Agency expends less than $500,000 in Federal funds (all federal sources, not just
Highway funds) in its fiscal year then this requirement does not apply.
Exhibit C1 Page 2 of 3
ii. Expenditure exceeding than $500,000 -Highway Funds Only
The Local Agency expends more than $500,000 in Federal funds, but only received federal
Highway funds (Catalog of Federal Domestic Assistance, CFDA 20.205) then a program
specific audit shall be performed. This audit will examine the "financial' procedures and
processes for this program area.
iii. Expenditure exceeding than $500,000 -Multiple Funding Sources
The Local Agency expends more than $500,000 in Federal funds, and the Federal funds are
from multiple sources (FTA, HUD, NPS, etc.) then the Single Audit Act applies, which is an
audit on the entire organization/entity.
iv. Independent CPA
Single Audit shall only be conducted by an independent CPA, not by an auditor on staff. An
audit is an allowable direct or indirect cost.
Exhibit C1 Page 3 of 3
EXHIBIT D1 — OPTION LETTER
SAMPLE IGA OPTION LETTER
(This option has been created by the Office of the State Controller for CDOT use only)
NOTE: This option is limited to the specific contract scenarios listed below
AND may be used in place of exercising a formal amendment.
Date: I State Fiscal Year: I Option Letter No. I Option Letter CMS Routing #
Option Letter SAP #
inal Contract CMS # I Original Contract SAP #
Vendor name:
SUBJECT:
Option to unilaterally authorize the Local Agency to begin a phase which may include Design,
Construction, Environmental, Utilities, ROW incidentals or Miscellaneous ONLY (does not apply to
Acquisition/Relocation or Railroads) and to update encumbrance amounts(a new Exhibit C must be
attached with the option letter and shall be labeled C-1, future changes for this option shall be labeled
as follows: C-2, C-3, C-4, etc.).
Option to unilaterally transfer funds from one phase to another phase (a new Exhibit C must be attached
with the option letter and shall be labeled C-1, future changes for this option shall be labeled as
follows: C-2, C-3, C-4, etc.).
Option to unilaterally do both A and B (a new Exhibit C must be attached with the option letter and shall
be labeled C-1, future changes for this option shall be labeled as follows: C-2, C-3, C-4, etc.).
REQUIRED PROVISIONS:
Option A (Insert the following language for use with the Option A):
In accordance with the terms of the original Agreement (insert CMS routing # of the original Agreement)
between the State of Colorado, Department of Transportation and (insert the Local Agency's name here),
the State hereby exercises the option to authorize the Local Agency to begin a phase that will include
(describe which phase will be added and include all that apply— Design, Construction, Environmental,
Utilities, ROW incidentals or Miscellaneous) and to encumber previously budgeted funds for the phase
based upon changes in funding availability and authorization. The encumbrance for (Design,
Construction, Environmental, Utilities, ROW incidentals or Miscellaneous) is (insert dollars here). A new
Exhibit C-1 is made part of the original Agreement and replaces Exhibit C. (The following is a NOTE
only, please delete when using this option. Future changes for this option for Exhibit C shall be tabled as
follows: C-2, C-3, C-4, etc.).
Option B (Insert the following language for use with Option 8):
In accordance with the terms of the original Agreement (insert CMS # of the original Agreement) between
the State of Colorado, Department of Transportation and (insert the Local Agency's name here), the State
hereby exercises the option to transfer funds from (describe phase from which funds will be moved) to
(describe phase to which funds will be moved) based on variance in actual phase costs and original
phase estimates. A new Exhibit C-1 is made part of the original Agreement and replaces Exhibit C. (The
following is a NOTE only so please delete when using this option: future changes for this option for
Exhibit C shall be labeled as follows: C-2, C-3, C-4, etc.; and no more than 24.99% of any phase may be
moved using this option letter. A transfer greater than 24.99% must be made using an formal
Exhibit D1
Page I of 2
amendment)..
Option C (Insert the following language for use with Option C):
In accordance with the terms of the original Agreement (insert CMS routing # of original Agreement)
between the State of Colorado, Department of Transportation and (insert the Local Agency's name here),
the State hereby exercises the option to 1) release the Local Agency to begin a phase that will include
(describe which phase will be added and include all that apply — Design, Construction, Environmental,
Utilities, ROW incidentals or Miscellaneous); 2) to encumber funds for the phase based upon changes in
funding availability and authorization; and 3) to transfer funds from (describe phase from which funds will
be moved) to (describe phase to which funds will be moved) based on variance in actual phase costs and
original phase estimates. A new Exhibit C-1 is made part of the original Agreement and replaces Exhibit
C. (The following is a NOTE only so please delete when using this option: future changes for this option
for Exhibit C shall be labeled as follows: C-2, C-3, C-4, etc.; and no more than 24.99% of any phase may
be moved using this option letter. A transfer greater than 24.99% must be made using an formal
amendment).
(The following language must be included on ALL options):
The total encumberance as a result of this option and all previous options and/or amendments is now
(insert total encumberance amount), as referenced in Exhibit (C-1, C-2, etc., as appropriate). The total
budgeted funds to satisfy services/goods ordered under the Agreement remains the same: (indicate total
budgeted funds) as referenced in Exhibit (C-1, C-2, etc., as appropriate) of the original Agreement.
The effective date of this option letter is upon approval of the State Controller or delegate.
APPROVALS:
State of Colorado:
John W. Hickenlooper, Governor
By: Date:
Executive Director, Colorado Department of Transportation
ALL CONTRACTS MUST BE APPROVED BY THE STATE CONTROLLER
CRS §24-30-202 requires the State Controller to approve all State Contracts. This Agreement is not
valid until signed and dated below by the State Controller or delegate. Contractor is not
authorized to begin performance until such time. If the Local Agency begins performing prior
thereto, the State of Colorado is not obligated to pay the Local Agency for such performance or
for any goods and/or services provided hereunder.
State Controller
By:
Date:
Form Updated: December 19, 2012
Robert Jaros, CPA, MBA, JD
Exhibit D1
Page 2 of 2
EXHIBIT K1 — SUPPLEMENTAL FEDERAL PROVISIONS
State of Colorado
Supplemental Provisions for
Federally Funded Contracts, Grants, and Purchase Orders
Subject to
The Federal Funding Accountability and Transparency Act of 2006 (FFATA), As Amended
Revised as of 3-20-13
The contract, grant, or purchase order to which these Supplemental Provisions are attached has been
funded, in whole or in part, with an Award of Federal funds. In the event of a conflict between the
provisions of these Supplemental Provisions, the Special Provisions, the contract or any attachments or
exhibits incorporated into and made a part of the contract, the provisions of these Supplemental
Provisions shall control.
1. Definitions. For the purposes of these Supplemental Provisions, the following terms shall have the
meanings ascribed to them below.
1.1. "Award" means an award of Federal financial assistance that a non -Federal Entity receives or
administers in the form of:
1.1.1.Grants;
1.1.2. Contracts;
1.1.3. Cooperative agreements, which do not include cooperative research and
development agreements (CRDA) pursuant to the Federal Technology Transfer Act
of 1986, as amended (15 U.S.C. 3710);
1.1.4.Loans;
1.1.5.Loan Guarantees;
1.1.6.Subsidies-,
1.1.7. Insurance;
1.1.8.Food commodities;
1.1.9.Direct appropriations;
1.1.10. Assessed and voluntary contributions; and
1.1.11. Other financial assistance transactions that authorize the expenditure of Federal
funds by non -Federal Entities.
Award does not include:
1.1.12. Technical assistance, which provides services in lieu of money;
1.1.13. A transfer of title to Federally -owned property provided in lieu of money; even if the
award is called a grant;
1.1.14. Any award classified for security purposes; or
1.1.15. Any award funded in whole or in part with Recovery funds, as defined in section
1512 of the American Recovery and Reinvestment Act (ARRA) of 2009 (Public Law
111-5).
1.2. "Contract" means the contract to which these Supplemental Provisions are attached and
includes all Award types in §1.1.1 through 1.1.11 above.
1.3. "Contractor" means the party or parties to a Contract funded, in whole or in part, with Federal
financial assistance, other than the Prime Recipient, and includes grantees, subgrantees,
Subrecipients, and borrowers. For purposes of Transparency Act reporting, Contractor does
not include Vendors.
1.4. "Data Universal Numbering System (DUNS) Number" means the nine -digit number
established and assigned by Dun and Bradstreet, Inc. to uniquely identify a business entity.
Dun and Bradstreet's website may be found at: http://fedaov.dnb.com/webform.
1.5. "Entity" means all of the following as defined at 2 CFR part 25, subpart C;
Exhibit K1
Page 1 of 4
1.5.1. A governmental organization, which is a State, local government, or Indian Tribe;
1.5.2.A foreign public entity;
1.5.3.A domestic or foreign non-profit organization;
1.5.4.A domestic or foreign for-profit organization; and
1.5.5. A Federal agency, but only a Subrecipient under an Award or Subaward to a non -
Federal entity.
1.6. "Executive" means an officer, managing partner or any other employee in a management
position.
1.7. "Federal Award Identification Number (FAIN)" means an Award number assigned by a
Federal agency to a Prime Recipient.
1.8. "FFATA" means the Federal Funding Accountability and Transparency Act of 2006 (Public
Law 109-282), as amended by §6202 of Public Law 110-252. FFATA, as amended, also is
referred to as the "Transparency Act."
1.9. "Prime Recipient" means a Colorado State agency or institution of higher education that
receives an Award.
1.10. "Subaward" means a legal instrument pursuant to which a Prime Recipient of Award funds
awards all or a portion of such funds to a Subrecipient, in exchange for the Subrecipient's
support in the performance of all or any portion of the substantive project or program for which
the Award was granted.
1.11. "Subrecipient" means a non -Federal Entity (or a Federal agency under an Award or
Subaward to a non -Federal Entity) receiving Federal funds through a Prime Recipient to
support the performance of the Federal project or program for which the Federal funds were
awarded. A Subrecipient is subject to the terms and conditions of the Federal Award to the
Prime Recipient, including program compliance requirements. The term "Subrecipient" includes
and may be referred to as Subgrantee.
1.12. "Subrecipient Parent DUNS Number" means the subrecipient parent organization's 9 -digit
Data Universal Numbering System (DUNS) number that appears in the subrecipient's System
for Award Management (SAM) profile, if applicable.
1.13. "Supplemental Provisions" means these Supplemental Provisions for Federally Funded
Contracts, Grants, and Purchase Orders subject to the Federal Funding Accountability and
Transparency Act of 2006, As Amended, as may be revised pursuant to ongoing guidance from
the relevant Federal or State of Colorado agency or institution of higher education.
1.14. "System for Award Management (SAM)" means the Federal repository into which an Entity
must enter the information required under the Transparency Act, which may be found at
http://www.sam.gov.
1.15. "Total Compensation" means the cash and noncash dollar value earned by an Executive
during the Prime Recipient's or Subrecipient's preceding fiscal year and includes the following:
1.15.1. Salary and bonus;
1.15.2. Awards of stock, stock options, and stock appreciation rights, using the dollar
amount recognized for financial statement reporting purposes with respect to the
fiscal year in accordance with the Statement of Financial Accounting Standards No.
123 (Revised 2005) (FAS 123R), Shared Based Payments;
1.15.3. Earnings for services under non -equity incentive plans, not including group life,
health, hospitalization or medical reimbursement plans that do not discriminate in
favor of Executives and are available generally to all salaried employees;
1.15.4. Change in present value of defined benefit and actuarial pension plans;
1.15.5. Above -market earnings on deferred compensation which is not tax -qualified;
1.15.6. Other compensation, if the aggregate value of all such other compensation (e.g.
severance, termination payments, value of life insurance paid on behalf of the
employee, perquisites or property) for the Executive exceeds $10,000.
Exhibit KI
Page 2 of 4
1.16. "Transparency Act" means the Federal Funding Accountability and Transparency Act of 2006
(Public Law 109-282), as amended by §6202 of Public Law 110-252. The Transparency Act
also is referred to as FFATA.
1.17 "Vendor" means a dealer, distributor, merchant or other seller providing property or services
required for a project or program funded by an Award. A Vendor is not a Prime Recipient or a
Subrecipient and is not subject to the terms and conditions of the Federal award. Program
compliance requirements do not pass through to a Vendor.
2. Compliance. Contractor shall comply with all applicable provisions of the Transparency Act and the
regulations issued pursuant thereto, including but not limited to these Supplemental Provisions. Any
revisions to such provisions or regulations shall automatically become a part of these Supplemental
Provisions, without the necessity of either party executing any further instrument. The State of
Colorado may provide written notification to Contractor of such revisions, but such notice shall not be
a condition precedent to the effectiveness of such revisions.
3. System for Award Management (SAM) and Data Universal Numbering System (DUNS)
Requirements.
3.1. SAM. Contractor shall maintain the currency of its information in SAM until the Contractor
submits the final financial report required under the Award or receives final payment, whichever
is later. Contractor shall review and update SAM information at least annually after the initial
registration, and more frequently if required by changes in its information.
3.2. DUNS. Contractor shall provide its DUNS number to its Prime Recipient, and shall update
Contractor's information in Dun & Bradstreet, Inc. at least annually after the initial registration,
and more frequently if required by changes in Contractor's information.
4. Total Compensation. Contractor shall include Total Compensation in SAM for each of its five most
highly compensated Executives for the preceding fiscal year if:
4.1. The total Federal funding authorized to date under the Award is $25,000 or more; and
4.2. In the preceding fiscal year, Contractor received:
4.2.1. 80% or more of its annual gross revenues from Federal procurement contracts and
subcontracts and/or Federal financial assistance Awards or Subawards subject to
the Transparency Act; and
4.2.2. $25,000,000 or more in annual gross revenues from Federal procurement
contracts and subcontracts and/or Federal financial assistance Awards or
Subawards subject to the Transparency Act; and
4.3. The public does not have access to information about the compensation of such Executives
through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act of
1934 (15 U.S.C. 78m(a), 78o(d) or § 6104 of the Internal Revenue Code of 1986.
5. Reporting. Contractor shall report data elements to SAM and to the Prime Recipient as required in
§7 below if Contractor is a Subrecipient for the Award pursuant to the Transparency Act. No direct
payment shall be made to Contractor for providing any reports required under these Supplemental
Provisions and the cost of producing such reports shall be included in the Contract price. The
reporting requirements in §7 below are based on guidance from the US Office of Management and
Budget (OMB), and as such are subject to change at any time by OMB. Any such changes shall be
automatically incorporated into this Contract and shall become part of Contractor's obligations under
this Contract, as provided in §2 above. The Colorado Office of the State Controller will provide
summaries of revised OMB reporting requirements at
http://www.colorado.gov/di)a/dfp/sco/FFATA.htm.
6. Effective Date and Dollar Threshold for Reporting. The effective date of these Supplemental
Provisions apply to new Awards as of October 1, 2010. Reporting requirements in §7 below apply to
new Awards as of October 1, 2010, if the initial award is $25,000 or more. If the initial Award is below
Exhibit KI
Page 3 of 4
$25,000 but subsequent Award modifications result in a total Award of $25,000 or more, the Award is
subject to the reporting requirements as of the date the Award exceeds $25,000. If the initial Award
is $25,000 or more, but funding is subsequently de -obligated such that the total award amount falls
below $25,000, the Award shall continue to be subject to the reporting requirements.
7. Subrecipient Reporting Requirements. If Contractor is a Subrecipient, Contractor shall report as
set forth below.
7.1 ToSAM. A Subrecipient shall register in SAM and report the following data elements in SAM
for each Federal Award Identification Number no later than the end of the month following the
month in which the Subaward was made:
7.1.1 Subrecipient DUNS Number;
7.1.2 Subrecipient DUNS Number + 4 if more than one electronic funds transfer (EFT)
account;
7.1.3 Subrecipient Parent DUNS Number;
7.1.4 Subrecipient's address, including: Street Address, City, State, Country, Zip + 4, and
Congressional District;
7.1.5 Subrecipient's top 5 most highly compensated Executives if the criteria in §4 above
are met; and
7.1.6 Subrecipient's Total Compensation of top 5 most highly compensated Executives if
criteria in §4 above met.
7.2 To Prime Recipient. A Subrecipient shall report to its Prime Recipient, upon the effective date
of the Contract, the following data elements:
7.2.1 Subrecipient's DUNS Number as registered in SAM.
7.2.2 Primary Place of Performance Information, including: Street Address, City, State,
Country, Zip code + 4, and Congressional District.
8. Exemptions.
8.1. These Supplemental Provisions do not apply to an individual who receives an Award as a
natural person, unrelated to any business or non-profit organization he or she may own or
operate in his or her name.
8.2 A Contractor with gross income from all sources of less than $300,000 in the previous tax year
is exempt from the requirements to report Subawards and the Total Compensation of its most
highly compensated Executives.
8.3 Effective October 1, 2010, "Award" currently means a grant, cooperative agreement, or other
arrangement as defined in Section 1.1 of these Special Provisions. On future dates "Award"
may include other items to be specified by OMB in policy memoranda available at the OMB
Web site; Award also will include other types of Awards subject to the Transparency Act.
8.4 . There are no Transparency Act reporting requirements for Vendors.
Event of Default. Failure to comply with these Supplemental Provisions shall constitute an event of
default under the Contract and the State of Colorado may terminate the Contract upon 30 days prior
written notice if the default remains uncured five calendar days following the termination of the 30 day
notice period. This remedy will be in addition to any other remedy available to the State of Colorado
under the Contract, at law or in equity.
Exhibit KI
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