HomeMy WebLinkAboutContract 46159-A1RECEIVEr
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C4a'1 P7AGT NO.
FIRST AMENDMENT TO CITY SECRETARY CONTRACT NO. 46159
WHEREAS the City of Fort Worth ("City") and Lena Pope Home, Inc., ("Agency")
made and entered into City Secretary Contract No. 46159 ("Contract");
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");
WHEREAS, the CDBG regulations require that documentation must be submitted to City
which verifies that 51 % of the clients served by the Agency's Program are income eligible with
current household incomes at or below 80% of AMI;
WHEREAS, the purpose of this amendment is to clarify Agency's reporting requirements
regarding the clients it serves in the Program for which City is furnishing CDBG Funds in
accordance with the Contract; and
WHEREAS, it is the mutual desire of City and Agency to amend the Contract to
complete the Program and meet Contract objectives.
NOW, THEREFORE, City and Agency hereby agree to amend the Contract as follows:
I.
Section 2. DEFINITIONS is amended by substituting the following for the current
definitions in the Contract:
"Complete Documentation means the following documentation as applicable:
• Attachments I, II, and III, with supporting documentation including:
o Proof of expense: copies of timesheets, invoices, leases,
service contracts or other documentation showing that payment
is due by Agency.
o Proof of payment: cancelled checks, bank statements, or wire
transfers necessary to demonstrate that amounts due by Agency
were actually paid by Agency.
o Proof of client eligibility: Source Documentation for all
clients participating in the Program, including non -Fort Worth
clients."
"Director means the Director of the Neighborhood Services Department."
"Income Eligible Client means a client whose annual income adjusted for family
size does not exceed 80% of AMI using the most current HUD Income
Guidelines and Technical Guidance for Determining Income and Allowances.
Amendment No. 1 to CSC No. 46159
Lena Pope Home, Inc. (CDBG)
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Page 1
Rev.. 07/2015
The definition of annual income to deteuuine client income eligibility shall be the
definition contained in 24 CFR Part 5.609, as amended from time to time. '
"National Objective means an activity that benefits low and moderate income
persons. For the purposes of this Contract, at least 51% of the clients served by
the Program must be Income Eligible Clients.'
"Neighborhood Services Department means the City's Neighborhood Services
Department." -
"Source Documentation means either (i) a verifiable certification of full
household mcome such as the City's Certification Income Statement attached as
Exhibit "E" — Form of Income Self -Certification• or (ii) documentation of full
household income of any type described under the defmition of annual income in
24 CFR Part 5.609, including but not limited to copies of paychecks, Social
Security and disability verification letters, interest or rental income statements
retirement income statements, child support and alimony verification
unemployment benefit letters, and the like."
"Unduplicated Clients means a count of all clients served by the Program at least
once in the Contract term. Clients served by the Program more than once m the
Contract term will only be counted the first time they are served when
determining the total count of Unduplicated Clients. '
Section 2. DEFINITIONS is amended by deleting the following definitions in the
Contract:
"CDBG Eligible Client means a client whose annual income adjusted for family
size does not exceed 80% of AMI using the most current HUD Income
Guidelines and Technical Guidance for Determining Income and Allowances
verified by either Source Documentation or the form in Exhibit "E' — Form of
Income Self -Certification. Agencies serving 100% Clientele must follow the
requirements set forth in Section 6.1.3."
"HED Department means the City's Housing and Economic Development
Department."
II
Section 6. CLIENT ELIGIBILITY VERIFICATION is deleted in its entirety and
replaced by the following:
"6.1 Client Eligibility.
Agency will document client eligibility as follows:
Amendment No. 1 to CSC No. 46159
Lena Pope Home, Inc. (CDBG)
Page 2
Rev. 07/2015
6.1.1. Agency Clients Served by the Program.
Agency must verify all clients' incomes with Source Documentation. Agency
must use the annual income definition in 24 CFR Part 5.609 to establish client income
and must use the most current HUD Income Guidelines The income of the Fort Worth
clients served by the Program must be documented, but at least 51% of them must be
Income Eligible Clients
6.1.1.1. If Agency serves both Fort Worth and non -Fort Worth
clients, the proportion of Program costs allocated to the
CDBG-funded portion of the Program Budget must be
consistent with the proportion of Fort Worth to non -Fort
Worth clients
6.1.1.2. All clients, whether Fort Worth clients or not, must be
reported on Exhibit "D" — Reimbursement Forms,
Attachment III. All Program clients for which Source
Documentation is not obtained will be deemed to be not
Income Eligible Clients and shall not be included in the
51%.
6.1.1.3. At least 51% of Fort Worth clients must be Income
Eligible Clients
6.2 Submission of Complete Documentation.
Agency must submit copies of all eligibility verification documentation described
in Section 6 1 with Attachment III in each month's Reimbursement Request for all
Unduplicated Clients served for the first time, and must maintain copies of such
documentation as required under this Contract.
6.3 Agency must maintain copies of all documentation required by this
Section 6 for 5 years following the expiration of the Contract term. This Section shall
survive the earlier termination or expiration of this Contract."
Section 9.2.2.1 and Section 9.2.2.2 are deleted and replaced by the following:
"9.2.2.1 For payroll expenses timesheets signed by employees and approved
by supervisor for all payroll expenses listed. Timesheets must
distinguish between CDBG-funded time and non-CDBG funded time
and reflect actual time spent on CDBG-funded activities. Agency may
not submit payroll expenses dated more than 120 days before the date
of the Reimbursement Request.
9 2 2 2 For non -payroll expenses, invoices for each expense listed with an
explanation as to how the invoiced expense pertains to the Program.
Agency may not submit invoices dated more than 120 days before the
Amendment No. 1 to CSC No. 46159
Lena Pope Home, Inc. (CDBG)
Page 3
Rev. 07/2015
date of the Reimbursement Request."
IV.
Section 9.2.3 Attachment III — Client Data Report is deleted and replaced by the
following:
` 9.2.3 Attachment III — Client Data Report
This report shall list each Unduplicated Client served during the month
along with his or her demographic infoiination The Client Data Report must
maintain a list of all clients served during the Contract term In order for this
report to be complete, the following must be submitted:
9.2.3.1 Documentation of income verification for each
Unduplicated Client, the first time he or she is served
by the Program which will either be Source
Documentation or the completed foul of Exhibit "E" -
Form of Income Self Certification."
V.
Exhibit "A' — Program Summary and Attachment III attached to the Contract are
hereby replaced with the attached Exhibit "A" — Program Summary Revised 05/2015 and the
attached Attachment III Revised 05/2015.
VI.
This amendment is effective as of the Effective Date of the Contract except for the
amendments to Section 9.2.3, Exhibit "A' — Program Summary Revised 05/2015 and
Attachment III Revised 05/2015 which shall be effective May 1, 2015.
VII.
All terms and conditions of the Contract not amended herein remain unaffected and in
full force 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. 46159
Lena Pope Home, Inc (CDBG)
Page 4
Rev. 07/2015
ACCEPTED AND AGREED:
LENA POPE HOME, INC. CITY OF FORT WORTH
(
By:
Todd Landry, Executive Director
ST:
/kst pity Secretary
M&C: C-26893
Amendment No. 1 to CSC No. 46159
Lena Pope Home, Inc. (CDBG)
By: 46,744,40,444H
Fernando Costa, Assistant City Manager
APPROVED AS TO FORM AND
LEGITY:
Assistant City Attorney
OFF RECORD
CITY SECRETARY
FT. WORTH, TX
Page 5
Rev. 07/2015
LENA POPE HOME, INC.
Second Opportunity for Success
PROGRAM SUMMARY
(CDBG)
October 1, 2014 to September 30, 2015
PERIOD
EXHIBIT "A"
PROGRAM SUMMARY
Revised 05/2015
$75 000 00
AMOUNT
Capitalized terms not defined herein shall have meanings assigned them in the Contract.
PROGRAM:
The Program will provide youth and family counseling for the purpose of reducing juvenile
crime and delinquency. Program services include group life skills improvement classes and
counseling for parents and their children. Upon completion of the group portion of the Program
client progress will be monitored and clients will be provided with follow-up case management.
The Program may provide services to Fort Worth and non -Fort Worth clients. Agency will
submit documentation which verifies that 51% of Fort Worth clients are Income Eligible Clients
with current household incomes at or below 80% of AMI
CDBG Funds will be used to pay a percentage of salaries for Program employees. The
percentage of salaries for Program employees will not exceed the percent of Fort Worth clients
participating in the Program. CDBG Funds will also pay for a portion of general commercial
liability insurance.
Program services will be provided at 3200 Sanguinet, Fort Worth, TX 76107 from 8.00 a.m. to
5 00 p.m., Monday through Friday. Group classes and intake will be held Wednesday and
Thursday evenings from 6:00 p.m. to 8:00 p.m. Intakes will be scheduled prior to the group
classes from 5:00 p.m. to 6:00 p.m.
REGULATORY CLASSIFICATION:
MIS Matrix Code(s) and Service Category: 05 Other Public Services
National Objective Citation: LMC Low/Mod Limited Clientele 24 CFR 570.208(a)(2)
Regulatory Citation(s): 24 CFR 570.201(e)
Amendment No. 1 to CSC No. 46159
Lena Pope Home, Inc (CDBG)
Page 6
Rev. 07/2015
PROGRAM GOALS:
Minimum Fort Worth Performance Outcome At least 51% of Fort Worth clients served by
the Program must be Income Eligible Clients For example, if 800 clients out of 1,000 clients
served by the Program are from Fort Worth, 408 of those Fort Worth clients must also be Income
Eligible Clients In this example, Agency would be required to furnish City 1,000 Certification
of Income Statements that prove at least 408 of the Fort Worth clients served by the Program are
Income Eligible Clients.
Minimum Contract Performance Outcome. The Program must serve a minimum of 125
Unduplicated Clients from Fort Worth as shown by the monthly reports on Attachment III
When determining the number of clients which constitutes 51%, HUD regulations require that
partial numbers must be rounded up.
Amendment No. 1 to CSC No. 46159
Lena Pope Home Inc. (CDBG)
Page 7
Rev. 07/2015
ATTACHMENT III
CL t N'NT DATA REPORT
Revised 05/2015
1
00
Amendment No. 1 to CSC No. 46159
Lena Pope Home, Inc (CDBG)
Page 8
Rev. 07/2015
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 8/5/2014 - Ordinance No. 21363-08-2014
CONTINUED FROM A PREVIOUS WEEK
DATE: Tuesday, July 22, 2014 REFERENCE NO.: C-26893
LOG NAME: 17HUDACTIONPLANPY2014-2015
SUBJECT:
Conduct Two Public Hearings and Approve the City's Action Plan for the Use of Federal Grant Funds in the
Amount of $9,827 252.00 from the United States Department of Housing and Urban Development for
Program Year 2014-2015 from the Community Development Block Grant, HOME Investment Partnerships
Program, Emergency Solutions Grant and Housing Opportunities for Persons with AIDS Grant Programs,
Authorize Collection and Use of Program Income, Authorize Waiver of Application of Indirect Cost Rates,
Authorize Execution of Related Contracts and Interdepartmental Letters of Agreement and Adopt
Appropriation Ordinance (ALL COUNCIL DISTRICTS)
RECOMMENDATION:
It is recommended that the City Council:
1. Conduct two public hearings to allow citizen input and consideration of the City's 2014-2015 Action Plan
for use of federal grant funds from the United States Department of Housing and Urban Development in the
amount of $9,827,252.00 for Program Year 2014-2015 from the Community Development Block Grant,
HOME Investment Partnerships Program, Emergency Solutions Grant and Housing Opportunities for
Persons with AIDS grant programs and for the use of program income from activities using prior years'
federal grant funds;
2. Approve the City's 2014-2015 Action Plan for submission to the United States Department of Housing
and Urban Development including allocations of grant funds to particular programs and activities as detailed
below;
3. Authorize the collection and use of an estimated amount of $50,000.00 of program income resulting from
activities using prior years' Community Development Block Giant funds for the programs and activities
detailed below;
4. Authorize the collection and use of an estimated amount of $100,000.00 of program income resulting from
activities using prior years' HOME Investment Partnerships Program funds for the City's Homebuyer
Assistance Program;
5. Authorize the City Manager or his designee to execute contracts and Interdepartmental Letters of
Agreement for a one year term with the agencies listed below in Tables 1, 2 and 3 for Program Year
2014-2015 for Community Development Block Grant, Emergency Solutions Grant and Housing
Opportunities for Persons with AIDS grant funds, contingent upon receipt of funding;
6. Authorize the City Manager or his designee to extend the contracts and Interdepartmental Letters of
Agreement for up to one year if an agency or department requests an extension and such extension is
necessary for completion of the program, or to amend the contracts and Interdepartmental Letters of
Agreement if necessary to achieve program goals provided any amendment is within the scope of the
program and in compliance with City policies and all applicable laws and regulations governing the use of
federal grant funds;
8. Authorize a waiver of indirect cost rates as applicable for the Grants Fund, in accordance with the City's
Administrative Regulations; and
9. Adopt the attached appropriation ordinance increasing the estimated receipts and appropriations to the
Grants Fund in the total amount of $9,827,252.00 consisting of $6,193,950.00 in Community Development
Block Grant funds, $2,143,383.00 in HOME Investment Partnerships Program funds, $493,901.00 in
Emergency Solutions Grant funds and $996,018.00 in Housing Opportunities for Persons with AIDS grant
funds, plus any program income, all subject to receipt of such funds.
DISCUSSION:
The City's Annual Action Plan summarizes the major housing and community development activities and
proposed expenditures for use of federal grant funds totaling $9 827,252.00 from the United States
Department of Housing and Urban Development (HUD) for Community Development Block Grant (CDBG),
HOME Investment Partnerships Program (HOME), Emergency Solutions Grant (ESG) and Housing
Opportunities for People with AIDS (HOPWA) grant programs for the program year beginning October 1,
2014 and ending September 30, 2015. This year's Action Plan also summarizes the use of program income
resulting from activities using prior years CDBG and HOME funds. The purpose of these grant funds is to
primarily benefit low and moderate income City residents, with ESG funds primarily benefiting homeless
persons and HOPWA funds primarily benefiting persons with HIV/AIDS
Staff developed recommendations for the allocation of the estimated funding from HUD and presented them
to the Community Development Council (CDC) on May 21, 2014 and to the City Council at the Pre —Council
meeting on June 10, 2014. Notice of a 30—day public comment period from July 2, 2014 to July 31, 2014 was
published in the Fort Worth Star —Telegram on June 28, 2014 Any comments received will be maintained by
the Housing and Economic Development Department, in accordance with federal regulations. The City will
hold two public hearings as part of the HUD —required citizen participation process, the first on July 22, 2014
and the second on August 5, 2014 at which time the City Council is scheduled to approve the Action Plan. In
addition, public hearings were held on June 24, 2014 at 10:00 a.m. and 6:00 p.m. for citizens to provide
comment on the proposed list of neighborhood streets eligible for reconstruction using CDBG funds.
A summary of the CDC's funding recommendations is provided below in Tables 1, 2 and 3 and a spreadsheet
of all specific funding recommendations is attached. The Action Plan must be submitted to HUD by August
15, 2014.
For Program Year 2014-2015, it is recommended that the amount of $6,193,950.00 in CDBG funds and the
estimated amount of $50,000.00 of CDBG program income be allocated as follows:
Public Services - $929,092.50
This item includes social services for low to moderate income, disabled and disadvantage populations.
Housing Programs and Services - $2,150,600.00
This item includes funding for the City's Priority Repair Program, Cowtown Brush —Up homebuyer and
housing services and accessibility modifications to the homes of senior and/or disabled individuals and
related project delivery costs for these programs.
CDBG Match Funds - $500,000.00
This item includes match funds for the Lead Grant program.
Infrastructure Services - $638,126.80
This item includes funding for reconstruction of neighborhood streets.
CDBG Economic Development - $737,340.70
This item is the City's annual payment on its Section 108 loan from HUD.
CDBG Estimated Program Income - $50,000.00
The CDC recommended allocating any CDBG program income for the reconstruction of neighborhood
streets.
CDBG General Administration - $1,238,790.00
This item includes costs for administering the CDBG grant including allocations for Financial Management
Services, Internal Audit and Transportation and Public Works Departments.
For Program Year 2014-2015, it is recommended that the amount of $2,143,383.00 in HOME funds and the
estimated amount of $100,000.00 of HOME program income be allocated as follows:
Homebuyer Assistance Program - $1,097,405.70
This items includes funding for down payment and/or closing cost assistance to low and moderate income
homebuyers.
Community Development Housing Organizations (CHDO) Set Aside - $321,507.40
HUD requires that a minimum of 15 percent of HOME funds be allocated to CHDOs for affordable housing
projects and CHDO administrative operating costs. These funds will be used to complete the Hillside
Morningside Neighborhood Single Family Infill Development which will result in the construction of up to
17 single family houses by the Tarrant County Housing Partnership CHDO.
Multifamily Development - $510,131.60
Funding will be used for the Columbia at Renaissance Square, an approximately 140—unit mixed income
development, with 28 market rate units The rest of the units will provide quality affordable housing to Fort
Worth families with incomes at or below 80 percent of Area Median Income. The development will be
located at 3801 W.G. Daniels Drive in Council District 8.
HOME General Administration - $214,338.30
This item includes costs for administering the HOME grant.
HOME Estimated Program Income - $100,000.00
The program income will be used in the City's Homebuyer Assistance Program.
For Program Year 2014-2015, it is recommended that the amount of $996,018.00 in HOPWA funds be
allocated as follows:
Non -Profit Service Providers - $966,137.46
HOPWA Program Administration - $29,880.54
For Program Year 2014-2015, it is recommended that the amount of $493,901.00 in ESG funds be allocated
as follows:
Non -Profit Service Providers - $456,858.42
ESG Program Administration - $37,042.58
The CDC and Staff recommend that contracts be executed with the agencies listed below in the amounts
shown in the following tables:
Community Development Block Grant:
Table 1 - CDBG Agencies
Organization
Women's Center of Tarrant County
Senior Citizens of Greater Tarrant County
YMCA of Metropolitan Fort Worth
YWCA of Fort Worth and Tarrant County
Childcare Associates
Girls Inc of Tarrant County
Camp Fire
Lena Pope Home
Ladder Alliance
Tarrant County Housing Partnership
Presbyterian Night Shelter
Meals on Wheels of Tarrant County
CDBG Public Service Subtotal
*REACH Resource Center on Independent
Living
Total CDBG Contracts
*REACH will be fimded from the CDBG Housing Programs budget.
Program
Senior Services
Senior Services
Child Care Services
Child Development
Child Care Services
Youth Services
Youth Services
Youth Services
Employment/Job Training
Housing Counseling &
Education
Case Management/Main Shelter $ 82,000.00
Home —delivered Meals
Program
Housing Opportunities For Persons With AIDS:
Need —Project Ramps
Table 2 - HOPWA Agencies
Organization Program
Tarrant County
Samaritan Housing,
Inc.
AIDS Outreach
Center, Inc.
TOTAL HOPWA
Contracts
Emercrencv Solutions Grant:
Amount
$ 75,000.00
$ 93,092.50
$ 50,000.00
1$ 50,000.00
$ 50,000.00
$ 75,000.00
$ 75,000.00
N$ 75,000.00
1$ 75,000.00
($ 124,000.00
1$ 105,000.00
1$ 929, 092.50
1$ 75,000.00
1$1,004,092.501
Amount
Administration (seven percent) and Supportive Services $409,380.46
Administration (seven percent), Supportive Services,
Tenant Based Rental Assistance (TBRA), and Short Tenn $556,757.00
Rent Mortgage and Utility Assistance (STRMU)
$966,137.46
Table 3 - ESG Agencies
1
Organization
SafeHaven of Tarrant County
Presbyterian Night Shelter
Day Resource Center for the Homeless
The Salvation Army, a Georgia
Corporation
Catholic Charities of Fort Worth
Program
Shelter Services
Shelter Services
Shelter Services
Homelessness Prevention/Rapid
Re —Housing
Homelessness Prevention/Rapid
Re —Housing
TOTAL ESG Contracts
These programs are available in ALL COUNCIL DISTRICTS.
Amount
$ 85,065.00
$ 95,544.00
$115,732.00
$ 43,136.00
$117,381.42
$456,858.42
FISCAL INFORMATION:
The Financial Management Services Director certifies that upon approval of the above recommendations,
adoption of the attached appropriation ordinance and receipt of grant funds, funds will be available in the
current operating budget, as appropriated, of the Grants Fund.
FUND CENTERS:
TO Fund/Account/Centers
GR76
GR76
GR76
GR76
GR76
GR76
GR76
GR76
GR76
GR76
GR76
GR76
451727 017206720XXX
SXXXXX 017206720XXX
451727 017206721XXX
SXXXXX 017206721XXX
451727 017206723XXX
SXXXXX 017206723XXX
451727 017206724XXX
5XXXXX 017206724XXX
476091 017206720XXX
SXXXXX 017206720XXX
476076 017206721XXX
5XXXXX 017206721XXX
CERTIFICATIONS:
Submitted for City Manager's Office bv:
Originating Department Head:
Additional Information Contact:
ATTACHMENTS
$6.193.950.00
$6.193.950.00
$2.143.383.00
$2.143.383.00
$493.901.00
$493.901.00
$996,018.00
$996.018.00
$50.000.00
$50.000.00
$100.000.00
$100.000.00
1. 17HUDACTIONPLANPY2014-2015 AO 2014.docx
2. Action Plan 14—15.ndf
3. PROPOSFD 2014 CDBG Streets Attachment.pdf
FROM Fund/Account/Centers
Fernando Costa (6122)
Jay Chapa (5804)
Cynthia Garcia (8187)
Leticia Rodriguez (7319)