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Home My WebLink AboutContract 53164-A1 CSC No. 53164-A1 SE5?' P`�`( FIRST AMENDMENT TO CITY SECRETARY CONTRACT NO. 53164 This Amendment("Amendment")is made and entered into by and between the City of Fort Worth ("City")and Guardianship Services, Inc. (GSI) ("Agency") by and through their duly authorized agents. City and Agency may be referred to individually as"Party"and jointly as"Parties." WHEREAS, the City and Agency made and entered into City Secretary Contract No. 53164 ("Contract")on December 05,2019; WHEREAS,the Contract provides funding to Agency pursuant to a grant received by City from the United States Department of Housing and Urban Development ("HUD") through the Community Development Block Grant Program ("CDBG"), Program No. B-19-MC48-0010, Catalog of Federal Domestic Assistance No. 14.218; WHEREAS, Section 5.2.2.2 of the Contract permits Agency to request an amendment of the budget, subject to written approval by the Director of the City's Neighborhood Services Department, So long as a request is submitted by May 31,2020; Whereas,Agency requested temporary changes to the program due to the COVID-19 Pandemic So that it can use multiple forms of digital media for communication with clientele; WHEREAS, the agency requested an amendment to its budget from City to adjust line items to help agency meet expenditures;and WHEREAS, it is the mutual desire of City and Agency to amend the Contract temporarily due to COVID-19 and help Agency meet the program's goals and further the interests of both Agency and City; NOW,THEREFORE,City and Agency hereby agree to amend the Contract as follows: I. EXHIBIT"A" PROGRAM SUMMARY and EXHIBIT`B"—BUDGET attached to the Contract are hereby amended and replaced in their entirety with the EXHIBIT "A" REVISED PROGRAM SUMMARY and EXHIBIT`B"REVISED BUDGET,June 2020,attached hereto. H. This Amendment is effective as of the effective date the Contract. III. All terms and conditions of the Contract not amended herein remain unaffected and in full fore e and effect,are binding on the Parties and are hereby ratified by the Parties. Capitalized terms not defined herein shall have the meanings assigned to them in the Contract. [SIGNATURES APPEAR ON FOLLOWING PAGE] Amendment No. 1 to CSC No. 53164 OFFICi 4tIECORD Guardianship Services, Inc.(GSI)(CDBG PRESUMED BENEFIT) CITY SECRETARY FT. WORTH,TX ACCEPTED AND AGREED: GUARDIANSHIP SERVICES,INC(GSI) CITY OF FORT WORTH By: `-_ By:Fernando Costa(Jut 1,2020 09:33 CDT) Lyn c tt, xecutive Dir ctor Fernando Costa,Assistant City Manager FtT. ATTEST: a ' ` '�� APPROVE AS TO FORM AND `' LEGALITY: By. By:Jo Pate(Ju 2009:26CDT) City Secretary "' ;C� Jo Ann Pate,Assistant City Attorney M&C:G-19-0016 � a<�,rL" Ordinance No.24161-04-2020 1295 Certification No.2019-515398 Date:August 6,2019 RECOMMENDED: IiZaz i Victor Turner(Jun 30,202012:40 CDT) By: Victor Turner,Neighborhood Services Director CONTRACT COMPLIANCE MANAGER: By signing, I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements &�Pj=A4 b Barbara Asbury(Jun 30,2020 :14 CDT) Barbara Asbury,Compliance and Planning Manager OFFICIAL.RECORD CITY SECRETARY FT.WORTH,TX Amendment No. 1 to.CSC No.53164 Page 2 Guardianship Services, Inc.(GSI)(CDBG PRESUMED BENEFIT) GUARDIANSHIP SERVICES, INC. (GSI) Exhibit"A" Prevention of Elder Financial Exploitation PROGRAM SUMMARY PROGRAM SUMMARY (CDBG) October 1, 2019 to September 30, 2020 $70,000 PERIOD AMOUNT Capitalized terms not defined herein shall have meanings assigned to them in the contract. PROGRAM: The Program will provide residents of Fort Worth who are 62 years of age and older financial literacyeducation for the Prevention of Elder Financial Exploitation. Due to COVID-19 � Guardianship Services, Inc. (GSI) will provide one-on-one education sessions via telephone to help eligible participants avoid fraud and scams targeting older residents in Fort Worth. GSI will use these telephone sessions and virtual means of communications to instruct the seniors on the prevalence and types of financial exploitation,as well as how to avoid and report financial exploitation. Individuals requiring extensive assistance will be referred to partnering agencies or GSI's money management program for case management. All training materials and workbooks for each participant will be provided via email or USPS. Participants will be given a pretest at entry and posttest at programexit. CDBG funds will be used to pay for a percentage of salaries,FICA,health insurance for program employees, as well as rent. Agency's office is located at 1125 College Avenue,Fort Worth,TX 76104 with operating hours of 8:00 a.m.to 5:00 p.m., Monday through Friday. Program services will be available via telephone or email: Monday through Friday from 8:00 a.m.—5:00 p.m. REGULATORY CLASSIFICATION: IDIS Matrix Code(s) and Service Category: 05A Senior Services National Objective Citation: LMC Low/Mod Limited Clientele 24 CFR570.208(a) (2) Regul atory 24 CFR 570.201 e)ul ( g Y Citation(s .) CDBG PRESUMED BENEFITPSA CONTRACT 2019-2020-EXHIBIT"A"-PROGRAM SUMMARY GUARDIANSHIP SERVICES INC, INC. Agency will maintain documentation which verifies that 100%of clients served by the Program are Elderly in accordance with the CDBG Presumed Benefit clientele definition. PROGRAM GOALS: Minimum Number of Fort Worth Clients to be Served:The Program must serve a minimum of 146 Unduplicated Clients from Fort Worth as shown by the monthly reports on Attachment III. CDBG PRESUMED BENEFIT PSA CONTRACT 2019-2020—EXHIBIT"A"—PROGRAM SUMMARY GUARDIANSHIP SERVICES INC, INC. EXHIBIT"B"-BUDGET Account Grant Budget A B C Total PROGRAM PERSONNEL Salaries 1001 61,814 226,982 85,172 23,727 397,695 FICA 1002 2,512 17,337 8,271 2,304 30,424 Life/Disability Insurance 1003 2,010 782 218 3,010 Health/DentalInsurance 1004 4,201 39,672 18,695 5,208 67,776 Unemployment-State 1005 Worker's Compensation 1006 Retirement 1007 Long Term Disability 1008 SUPPLIES AND SERVICES Office/Program Supplies 2001 3,757 1,461 407 5,625 Postage 2002 Printing 2003 Transportation 2004 MISCELLANEOUS Contract Labor(City needs copy of contract before expenses can be reimbursed) 3001 Food Supplies 3002 Teaching Aids 3003 Craft Supplies 3004 Field Trip Expenses 3005 Mileage 3006 9,371 3,644 1,015 14,030 Other Field Trip Expenses if Approved 3007 Other(Office Equipment Rental) 3008 9,994 3,886 1,083 14,963 Other(Tech Supplies) 3009 - Other(Outreach) 3010 1,239 482 134 1,855 FACILITY AND UTILITIES Telephone 4001 4,019 1,563 435 6,017 Electric 4002 687 267 74 1,028 Gas 4003 Water and Wastewater 4004 Solid Waste Disposal 4005 Rent(City needs copy of lease before expenses can be reimbursed) 4006 1,473 22,713 9,978 2,780 36,944 Cleaning Supplies 4007 Repairs and Maintenance 4008 2,553 993 277 3,823 Grease Trap Service 4009 LEGAL,FINANCIAL AND INSURANCE Fidelity Bond or Equivalent 5001 Directors and Officers 5002 General Commercial Liability 5003 4,150 1,614 450 6,214 Auto Insurance 10 buses 5004 Umbrella Insurance 5005 Accident Insurance 5006 Property Insurance 5007 DIRECT ASSISTANCE OtherO 6001 15,516 3,192 888 19,596 BUDGET TOTAL 70,000 360,000 1 140,000 39,000 609,000 FUNDING A:Tarrant County FUNDING B:Area Agency on Aging FUNDING C: NIHNIR of Tarrant County CDBG 51%PSA CONTRACT 2019-2020-EXHIBIT"B"-BUDGET Guardianship Services,Inc.(GSI). Page I The following tables were created for the purpose of preparing, negotiating, and determining the cost reasonableness and cost allocation method used by the Agency for the line item budget represented on the first page of this EXHIBIT "B"—Budget. The information reflected in the tables is to be considered part of the terms and conditions of the Contract. Agency must have prior written approval by the City to make changes to any line item in the Budget as outlined in Section 5.2.2 in the Contract. The deadline to make changes to EXHIBIT "B"—Budget is May 31,2020. SALARY DETAIL-PROGRAM PERSONNEL Est. Percent to Amount to Position Title Annual Salary Grant Grant Executive Director $ 107,625 4.0% $ 4,300 Money Management Literacy Program Manager 44,363 56.8% 25,186 Money Management Program Director 83,103 6.0% 5,000 Volunteer& Community Outreach Manager 46,104 18.7% 8,630 Manager, Finance, and Operations 73,500 15.0% 11,057 Financial Exploitation Prevention Center Manager 43,000 17.8% 7,641 TOTAL $ 397,695 15.5% $ 61,814 FRINGE DETAIL-PROGRAM PERSONNEL Est. Percent to Amount to Percent of Payroll Amount Grant Grant FICA 7.65% $ 30,424 8.3% $ 2,512 Life/Disability Insurance 3,010 0.0% - Health/Dental Insurance 67,776 6.2% 4,201 Unemployment-State Worker's Compensation Retirement Long Term Disability TOTAL $ 101,2101 6.6%1 $ 6,713 SUPPLIES AND SERVICES Est. Percent to Amount to Total Budget Grant Grant Office/Program Supplies $ 5,625 0.0% $ - Postage Printing Transportation TOTAL $ 5,625 0.0% $ - CDBG PRESUMED BENEFIT PSA CONTRACT 2019-2020-EXHIBIT"B"-BUDGET Page 2 Guardianship Services, Inc.(GSI) MISCELLANEOUS Est. Percent to Amount to Total Budget Grant Grant Contract Labor Food Supplies Teaching Aids Craft Supplies Field Trip Expenses Mileage 14,030 0.0% - Other Field Trip Expenses if Approved Other(Office Equipment Rental) 14,963 0.0% - Other(Tech Supplies) Other(Outreach) 1,855 0.0% - TOTAL 30,848 0.0% $ - FACILITY AND UTILITIES Est. Percent to Amount to Total Budget Grant Grant Telephone $ 6,017 0.0% $ - Electric 1,028 0.0% - Gas Water and Wastewater Solid Waste Disposal Rent 36,944 4.0% 1,473 Cleaning Supplies Other(Repairs and Maintenance) 3,823 0.0% - Grease Trap Service TOTAL $ 47,812 3.1% $ 1,473 LEGAL, FINANCIAL AND INSURANCE Est. Percent to Amount to Total Budget Grant Grant Fidelity Bond or Equivalent Directors and Officers General Commercial Liability 6,214 0.0% - Auto Insurance 10 buses Umbrella Insurance Accident Insurance Property Insurance TOTAL $ 6,2141 0.0% $ - CDBG PRESUMED BENEFIT PSA CONTRACT 2019-2020-EXHIBIT"B"-BUDGET Page 3 Guardianship Services,Inc.(GSI) DIRECT ASSISTANCE Est. Percent to Amount to Total Budget Grant Grant OtherO 19,596 0.0% - TOTAL $ 609,000 1 11.5% $ 70,000 CDBG PRESUMED BENEFIT PSA CONTRACT 2019-2020-EXHIBIT"B"-BUDGET Page 4 Services Inc. GSI Guardianship ( )