HomeMy WebLinkAboutContract 53015 CSC No.53015
October 21,2019
MEMORANDUM OF AGREEMENT
City of Fort Worth
Grant Period 2019-2020
United Way of Tarrant County(UWTC) and the City of Fort Worth (Grantee) enter into this
Memorandum of Agreement for the community investment period beginning July 1, 2019
through June 30, 2020.
Both the Grantee and UWTC are committed to improving the quality of life within the region.
Both agree that by joining together as partners in a voluntary, community-wide effort,
resources can be mobilized to deliver efficient and effective human service programs related
to current community needs as outlined by the UWTC 2019 Community Assessment. The
following provisions must be reviewed and agreed to by the Grantee Chief Executive Officer
in order to maintain the relationship with UWTC.
1. Legal Requirements:
A. Refuse to engage in or tolerate any form of discrimination or harassment.
B. Comply with all requirements of any applicable federal, state and local laws,
ordinances and regulations in connection with its performance of services and
obligations under this agreement.
C. Conduct annual single audit and provide copy to UWTC.
2. To achieve the objectives, both parties agree to:
A. Recognize the need for full accountability to the donors contributing to UWTC.
B. Continuously conduct a public relations effort to promote understanding of
community issues and support for UWTC funded programs and initiatives.
C. Comply with relevant policies and procedures adopted by the UWTC Board of
Directors.
3. UWTC agrees to:
A. Pay Grantee up to$135,637 through the investment period to be used for
programming as detailed in the VITA MOU.
B. Make payments on a monthly basis during the investment period excepting that if the
Grantee does not comply with any issued contingencies and/or all of the requirements
outlined in the Community Investment Policies and Procedures Manual located on the
UWTC's website. Noncompliance may affect future funding.
C. Direct resources to ensure the effective delivery of needed services to maximize
impact in the community.
4. Grantee agrees to:
UNITED WAY OF TARRANT COUNTY
1500 N.Main St.,Suite 200,Fort Worth,TX
76164
A. Operate the program(s)and maintain financial record keeping in accordance with
sound business practice for the specified term, which includes using the funds for
the purpose outlined in the accompanying MOU.
B. Develop full accountability for its operations and comply with all reports and requests
for information, including client, budgetary, operational and program information in a
timely manner.
C. Submit program and/or beneficiary reports according to the schedule agreed
upon with VITA Coordinator Pennie Clayton.
D. Comply with any request for programmatic and operational site visits by
grantor.
E. Acknowledge UWTC's capability to adjust the Grantee's total annual investment at
any time if UWTC cannot maintain the initial investment amount due to unexpected
or significant decreases in UWTC's revenues or reserves. Grantee will be notified
at least 30 days in advance of the adjustment to the annual investment.
F. Must clearly identify itself to community, clients and stakeholders as a recipient of
UWTC funding on the organization property, offices, stationery, publications, social
media and all other communications, and through positive cooperation during the
annual campaign.
G. Keep UWTC well-informed and seek permission for any major change,
Including expansion of a funded program, substitution or deletion in a
funded program or the services it provides,including, but not limited to,
program service changes, location changes, level of services, hours of
operations, and client accessibility. Failing to comply will result in changes
both immediate and otherwise to funding. Capital changes should be
reported at the earliest convenience.
UWTC reserves the right to withhold program funding as outlined above.
This Memorandum of Agreement is entered into for the 2019-20 investment cycle.
BY SIGNING BELOW, YOU CERTIFY THAT YOU HAVE READ THIS AGREEMENT IN
ITS ENTIRETY,THAT YOU KNOW AND UNDERSTAND THE MEANING AND INTENT OF
THIS AGREEMENT AND THAT YOU AGREE TO THE TERMS AND CONDITIONS
CONTAINED HEREIN.YOU ARE FURTHER CERTIFYING THAT YOU UNDERSTAND
THE REQUIREMENTS AND AGREE TO ABIDE BY THEM AND THAT FAILURE TO DO
SO MAY RESULT IN LOSS OF FUNDING.
UNITED WAY OF TARRANT COUNTY
1500 N.Main St.,Suite 200,Fort Worth,TX 2 LIVE UNITED
76164
Approved By:
F2,nako Cos 1,2019) Nov 1,2019
Fernando Costa, Assistant City Manager
Ci Fort Worth Date
1'2-1 !
Chief Financial Officer, United Way of Tarrant County Date
To ensure payment for first quarter, please print,sign,scan,and return via email to
Jeffrey.Allison@unitedwaVtarrant.org.
L
CORDTARY,TX
UNITED WAY OF TARRANT COUNTY UNITED
1500 N.Main St.,Suite 200,Fort Worth,TX 3 LIVE 76164
September 17, 2019
United Way Scalable Community Change Initiative—VITA
Memorandum of Understanding
July 1, 2019—June 30, 2020
This Memorandum of Understanding (MOU) between United Way of Tarrant County (UWTC)
and the City of Fort Worth (CFW) is developed to ensure that Tarrant County low wage earners
who participate in free tax services have the opportunity to apply for all eligible tax benefits.
Under this MOU, UWTC and CFW agree to work collaboratively from July 1, 2019 through June
30, 2020 to ensure free tax services are offered to T arrant County tow wage earners and to
follow all of the rules and requirements of the second year of the IRS Grant 19VITA0239
awarded October 1, 2018. The point of contact for each organization is:
UWTC CFW
Faye Beaulieu, Senior VP Sonia Singleton
Community Investment, UWTC Interim Director Neighborhood Services
R 17-258-8020 817-392-5774
Faye.Beau lieu(a�unitedwaytarrant.orq Sonia.Sing leton(aD.FortWorthTexas.gov
The specific responsibilities of each organization are outlined below.
United Way agrees to:
• Provide financial support to CFW's 8 VITA sites for 2019-2020.
• Provide guidance/technical support and monitoring of compliance with Quality Site
Requirements for CFW VITA staff.
• Provide required oversight of the VITA program and ensure VITA grant requirements are
met, including adherence to Quality Site Requirements.
• Meet with the Interim Director Neighborhood Services as needed.
• Take the lead in the recruitment and training of all volunteers.
• Provide background checks for all volunteers.
• Market the VITA program throughout Tarrant County.
• Share results of the VITA program with the Tarrant County community.
• Coordinate with the IRS and CFW to ensure a seamless effective VITA system.
• Ensure that all of the IRS VITA requirements are met and monitor compliance of all IRS
grant requirements.
• Review quarterly financial reports for all VITA funding including the IRS grant funds.
UNITED WAY OF TARRANT COUNTY LIVE
UNITED
1500 N.Main St.,Suite 200,Fort Worth,TX 76164
City of Fort Worth agrees to:
• Operate 8 VITA sites in accordance with the IRS and UWTC.
• Operate 1 mobile VITA unit to provide additional Tarrant County access to service.
• Prepare and file a total of at least 4,152 tax returns at their 8 VITA sites (9, including
mobile).
• Assist in recruiting volunteers and participants for the VITA partnership.
• Make Site Coordinator training mandatory.
• Give designated UWTC staff administrative access in TaxSlayer software to all sites.
• Forward TaxSlayer reports in PDF format to UWTC on Friday of each week.
• Continue timely submission of quarterly reports.
• Communicate violations to Quality Site Requirements to UWTC and the IRS within 24
hours of being made aware.
• Ensure that all outreach and marketing materials are co-branded by CFW with UWTC
logo.
• Participate in all VITA partnership meetings and meetings of UWTC volunteers as
needed.
• Supply necessary IRS VITA grant information in a timely manner.
• Permit UWTC to audit staff timecards of staff used as match funding to meet the IRS
grant requirements if necessary.
• Adhere to all IRS grant requirements for the operation of the 8 VITA sites and mobile
site.
• Send Quality Site Requirement written guidelines for oversight to UWTC and the IRS
and update both entities regarding any changes as they occur(within two weeks of the
change).
Duration of Agreement
This MOU may be modified, altered, revised, extended or renewed by mutual written consent of
both parties, by the issuance of a written amendment, signed and dated by both parties.
This MOU will be executed upon signature of both parties and will apply for the period of July 1,
2019 to June 30, 2020.
Signatures
s s Nov 1 2019
Sonia Singleton(Wov 1,2019) Date:
Sonia Singleton
Interim Director Neighborhood Services
City of Fort Worth
7 fl vi�I�Li
Faye eaulieu(Oct 30,2019)
Faye Beaulieu, Senior VP, Community Investment Date: Oct 30,2019
United Way of Tarrant County
UrFFilUAL RECORD
9/17/2019 CITY SECRETARY
FT. WORTH,TX
UNITED WAY OF TARRANT COUNTY
2019-2020 IMPACT INITIATIVES GRANT
APPROVED AS TO FORM AND LEGALITY:
Maid MU04y
Matt Murray(Nov 1,2019)
Matt Murray
Assistant City Attorney
ATTEST: F �0
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[i . /lam
MaryJ. ayser(Nov4,2 9)
Mary J. Kayser *`:
City Secretary
M&C 19-0149
Dated: September 10, 2019
By signing below, I acknowledge that I am the person responsible for the monitoring and
administration of this contract,including ensuring all performance and reporting requirements.
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Sonia Singleton ov 1,20191
Sonia Singleton, Interim Director
Neighborhood Services
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M&C Review
Official
CITY COUNCIL AGENDA FORTI ORT11
DATE: 9/10/2019 REFERENCE NO.: **M&C 19-0149 LOG NAME: 19UWTC-VITA-2019
CODE: C TYPE: CONSENT PUBLIC HEARING: NO
SUBJECT: Authorize Application for and Acceptance of, if Awarded, a Grant from the United Way
of Tarrant County in an Amount Up to $250,000.00 for the Volunteer Income Tax
Assistance Program, Authorize Execution of Agreement with the United Way of
Tarrant County, Authorize Allocation of a Portion of Assigned Staff Time Valued in an
Amount Up to $25,000.00 as an In-Kind Match and Adopt Appropriation Ordinance
(ALL COUNCIL DISTRICTS)
RECOMMENDATION:
It is recommended that the City Council:
1. Authorize the application for and authorize acceptance of, if awarded, a grant from the United
Way of Tarrant County in an amount up to $250,000.00 for the operation of the Volunteer Income
Tax Assistance program;
2. Authorize the execution of the related grant Agreement with the United Way of Tarrant County;
3. Authorize the allocation of a portion of assigned staff time valued in an amount up to $25,000.00
as an in-kind match for this grant;
4. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in
the Grants Operating Other Fund in an amount up to $275,000.00, subject to receipt of funds; and
5. Waive the City's requirement to allocate indirect costs to this grant.
DISCUSSION:
The United Way of Tarrant County has funds available for agencies to implement the Asset
Development and Income Support Initiative for Fiscal Year 2019-2020. The outcome of this
initiative is to positively impact the financial stability of Tarrant County working families.
One method to accomplish this is by assisting unduplicated low-income families through the
Volunteer Income Tax Assistance (VITA) program. In 2001, VITA became a community based
program that provides tax return preparation, outreach products and financial education. The goal
is to deliver a program and teach people how to invest their refunds in an advantageous manner to
assist them with becoming self-sufficient.
During the 2018-2019 Fiscal Year, the Neighborhood Services Department administered the
program through the Community Action Partners at 8 sites throughout Tarrant County. If the funds
are awarded, the Neighborhood Services Department will administer the program in 2019-2020.
As of April 15, 2019, 4,661 tax returns were completed for an overall refund amount of$8,491,067
of which $2,404,429 was Earned Income Credit dollars from 1,223 clients. The number of clients
choosing to purchase savings bonds was 14 and 10 clients decided to split their refund by placing
a portion in a savings account. The impact to Tarrant County's economy is $9,889,367 in refunds
and money saved.
The goal for Fiscal Year 2019-2020 is to assist up to 4,000 unduplicated low-income workers file
their tax returns through a VITA site and to file for approximately $3.0 million in Earned Income
Tax Credits (EITC). EITC can supplement the income for families while they work to advance their
earnings. This will enable these families to meet daily living expenses, begin saving, build assets
http://apps.cfwnet.org/council_packet/mc review.asp?ID=27296&councildate=9/10/2019[10/2/2019 9:03:32 AM]
M&C Review
and achieve a level of financial stability.
A 10 percent match is required for this grant and will be provided by allcacating a portion of
assigned Staff time valued in the amount up to$25,000.00 that is billed to and paid out of
previously appropriated general fund money. The total amount of this grant, when factoring in the
in-kind match, is up to $275,000.00. The grant does not allow for indirect costs to be charged. As a
result, all funding will be applied to direct services to operate the program.
This program serves ALL COUNCIL DISTRICTS.
FISCAL INFORMATION/CERTIFICATION:
The Director of Finance certifies that upon approval of the above recorrimendations and adoption of
the attached appropriation ordinance, funds will be available in the current operating budget, as
appropriated, of the Grants Operating Other Fund. This is an advance grant.
IQ
Fund Department Account Project Program Activity I Budget Reference# Amount
ID ID Year (Chartfield 2) -
FROM
Fund Department Account Project Program Activity Budget + Reference# Amount
ID ID Year I (Chartfleld 2) l
Submitted for City Manager's Office bv: Fernando Costa (6122)
Originating Department Head: Sonia Singleton (5774)
Additional Information Contact: Monique Hill (5775)
ATTACHMENTS
19UWTC-VITA 2019-2020 AO.docx
http://apps.cfwnet.org/council_packet/mc review.asp?ID=27296&councildate=9/10/2019[10/2/2019 9:0 3:32 AM]