EXCLUSIONS & ADDITIONS Clause Samples

EXCLUSIONS & ADDITIONS a. The following services, responsibilities, and activities are hereby expressly excluded from the Services, together with any services, responsibilities, and activities by ExED on behalf of the Client not explicitly set forth in the respective Exhibits: (i) Managing or designing human resources processes to ensure the Client’s compliance as the employer of record. (ii) Managing or confirming the accuracy of vacation and sick accrual balances. (iii) Identifying or applying for private grants. Should the Client receive a private grant, the Client is responsible for tracking and informing ExED of financial reporting requirements. (iv) Developing Local Control and Accountability Plan (LCAP) goals and actions, or identifying actions that contribute to increasing or improving services for unduplicated pupils. (v) Drafting the narrative sections of the Budget Overview for Parents. (vi) Ensuring compliance for programs paid for with restricted funds, including determining allowable expenses and completing time and effort reporting. (vii) Preparing and filing property tax exemption forms. (viii) System for Award Management (▇▇▇) registration or renewal registration. (ix) Maintaining corporation/limited liability company/non-profit status, including filing Statements of Information. (x) Obtaining or renewing liability and workers’ compensation insurance. (xi) Ensuring Brown Act compliance or providing Brown Act training.

EXCLUSIONS & ADDITIONS. A) The following services, responsibilities and activities are hereby expressly excluded from the Services, together with any services, responsibilities and activities by ExED on behalf of the Client not specifically set forth on this Schedule A: 1) Managing or designing Human Resources processes to ensure Client compliance as the employer of record. 2) Managing or confirming accuracy of vacation and sick accrual balances. 3) Identifying or applying for private grants. Should a client receive a private grant, client is responsible for tracking and informing ExED of financial reporting requirements. 4) Developing Local Control and Accountability Plan (LCAP) goals and actions or identifying actions that contribute to increasing or improving services for unduplicated pupils. 5) Drafting the narrative sections of the Budget Overview of Parents. 6) Ensuring compliance for programs paid for with restricted funds, including determining allowable expenses and completing time and effort reporting. 7) Preparing and filing property tax exemption forms. 8) System for Award Management (▇▇▇) registration or renewal registration. 9) Maintaining corporation/non-profit status including Statement of Information filings. 10) Obtaining or renewing liability and worker’s compensation insurance. 11) Ensuring ▇▇▇▇▇ Act compliance or providing ▇▇▇▇▇ Act training. B) The following services, responsibilities and activities are available as part of the Services, as requested by the Client in writing, for the additional charges and fees described below: 1) For new charter school petitions, ExED will prepare the budget to be submitted with the petition for an additional fee of $3,000.

EXCLUSIONS & ADDITIONS. A) The following services, responsibilities and activities are hereby expressly excluded from the Services, together with any services, responsibilities and activities by ExED on behalf of the Client not specifically set forth on this Schedule A: 1) Managing or designing Human Resources processes to ensure Client compliance as the employer of record. 2) Managing or confirming accuracy of vacation and sick accrual balances. 3) Identifying or applying for private grants. Should a client receive a private grant, client is responsible for tracking and informing ExED of financial reporting requirements. 4) Developing Local Control and Accountability Plan (LCAP) goals and actions or identifying actions that contribute to increasing or improving services for unduplicated pupils. 5) Drafting the narrative sections of the Budget Overview of Parents. 6) Ensuring compliance for programs paid for with restricted funds, including determining allowable expenses and completing time and effort reporting. 7) Preparing and filing property tax exemption forms. 8) System for Award Management (▇▇▇) registration or renewal registration. 9) Maintaining corporation/non-profit status including Statement of Information filings. 10) Obtaining or renewing liability and worker’s compensation insurance. 11) Ensuring Brown Act compliance or providing Brown Act training. B) The following services, responsibilities and activities are available as part of the Services, as requested by the Client in writing, for the additional charges and fees described below: 1) For new charter school petitions, ExED will prepare the budget to be submitted with the petition for an additional fee of $3,650. 2) Rush Checks: Rush checks are strongly discouraged. The Client will be allowed one rush check a month. After that, the Client will be charged a fee of $38.00 per rushed check requested by the Client or as a result of the Client’s acts or omissions (e.g., invoices held up at the Client site). The Client will also be charged the cost of delivery, if applicable. Rush Checks are defined as checks requested to be sent out immediately, outside the normal weekly processing schedule.