HomeMy WebLinkAboutContract 46160-A1 (2)Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
f
a4 t % y rarer
t :,tmc
I >TY it3EcRETAity
kdiAaNTRACT NO, 14-IP _ ter- _ e7
(11
FIRST AMENDMENT TO CITY SECRETARY CONTRACT NO. 46160
WHEREAS the City of Fort Worth ("City") and The Women's Center of Tarrant County,
Inc. ("Agency") made and entered into City Secretary Contract No. 46160 ("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, it is necessary 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;
WHEREAS, at the City's request, Agency will use the CDBG Funds to pay for a
percentage of three additional employees to make sure that cost allocation principles are
consistent with the percentage of Fort Worth Clients participating in the Program; 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 t,�e Nei hborhood Se `ices Department."
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH, TX
Page 1
Rev. 07/2015
"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.
The definition of annual income to determine 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 income 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 definition 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 in 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 foot' 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'
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 2
Rev. 07/2015
"6.1 Client Eligibility.
Agency will document client eligibility as follows:
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 all 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 This Section 6 shall be applicable for the Contract term and for 5 years
thereafter and 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 followings
"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 150 days before the date
of the Reimbursement Request.
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 3
Rev. 07/2015
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 150 days before the
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 information The Client Data Report must
maintain a list of all clients served during the Contract term, including non -Fort
Worth clients 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 including non -Fort Worth clients,
the first time he or she is served by the Program, which
will either be Source Documentation or the completed
foini of Exhibit "E" - Form of Income Self
Certification."
V.
Exhibit "A" — Program Summary, Exhibit "B" — Budget, and Attachment III
attached to the Contract are hereby replaced with the attached Exhibit "A' — Program
Summary Revised 04/2015 Exhibit ` B" — Budget Revised 04/2015, 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 Exhibit "A' — Program Summary Revised 04/2015 and Exhibit "B" — Budget
Revised 04/2015 which shall be effective April 1, 2015, and Section 9.2.3, 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. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 4
Rev. 07/2015
ACCEPTED AND AGREED:
THE WOMEN'S CENTER OF TARRANT CITY OF FORT WORTH
COUNTY
By:
La
ATTEST:
pity Secret
M&C: C-26
resident/CEO
ent/CEO
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County (CDBG)
BY��/✓✓ 1.60�
Fernando Costa, Assistant City Manager
APPROVED AS TO FORM AND
LEGALITY:
Assistant City Attorney
OFFICIAL RECORD
CITY SIEi;kETARY
FT. WORTH, TX
Page 5
Rev. 07/2015
THE WOMEN'S CENTER OF TARRANT COUNTY,
INC.
Counseling Services for Senior Citizens
PROGRAM SUMMARY
(CDBG)
October 1, 2014 to September 30, 2015
PERIOD
EXHIBIT "A"
PROGRAM SUMMARY
Revised 04/2015
$75 000.00
AMOUNT
Capitalized terms not defined herein shall have meanings assigned them in the Contract.
PROGRAM:
The Program will provide clinical counseling, case management, information and referrals,
education, and support groups to income eligible clients.
The Program may provide services to Fort Worth and non -Fort Worth clients. Agency will
submit documentation which verifies that 51% of all clients served by the Program are Income
Eligible Clients with current household incomes at or below 80% of AMI In addition, Agency
will provide documentation that verifies that 51% of Fort Worth clients are Income Ehgible
Clients with current household incomes at or below 80% of AMI.
CDBG Funds will be used to pay a percentage of salaries and fringe benefits for Program
employees. The percentage of any Program employee's salary and fringe benefits will not
exceed the percentage of Fort Worth Clients participating in the Program.
Agency's office is located at 1723 Hemphill Street, Fort Worth, TX 76110. Program services are
available Monday through Friday, 6:30 a.m. to 8:00 p.m.
REGULATORY CLASSIFICATION:
IDIS Matrix Code(s) and Service Category: 05A Senior Services
National Objective Citation: LMC Low/Mod Limited Clientele 24 CFR 570.208(a)(2)
Regulatory Citation(s) • 24 CFR 570.201(e)
PROGRAM GOALS:
Minimum Fort Worth Performance Outcome. At least 51% of Fort Worth clients served by
the Program must be Income Eligible Clients Foi example, if 800 clients out of 1,000 clients
served by the Progiam are from Fort Worth, 408 of those Fort Worth clients must also be Income
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 6
Rev. 07/2015
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 Ehgible Clients.
Minimum Number of Fort Worth Clients to be Served: The Program must serve a minimum
of 180 Unduplicated Clients from Fort Worth as shown by the monthly reports on Attachment
III.
When deteiuuining the number of clients which constitutes 51 %, HUD regulations require that
partial numbers must be rounded up.
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 7
Rev. 07/2015
EXHIBIT "B" — BUDGET Revised 04/2015
ADIIIINIS 17RATIVE (HOPWA ONLY)
Salaries
FICA
Life Insurance
Health Insurance
Disability Insurance
Unemployment -State
Accounting
TOTAL ADMINISTRATIVE EXPENSES
% Administrative Cost
PROGRAM PERSONNEL
Salaries
FICA
Life Insurance
Health Insurance
Unemployment
Worker s Compensation
Retirement
SUPPLIES AND SERVICES
Office Supplies
Office Equipment Rental
Postage
Printing
MISCELLANEOUS
Construction/Building Materials (only REACH)
Contract Labor (City needs copy of contract before
expenses can be reimbursed)
Craft Supplies
Field Trip Admission Expenses
Other Field Trip Expenses (if preapproved by City)
Food Supplies(City needs copy of contract before
expenses can be reimbursed)
Teaching Aids
FACILITY AND UTILllTES
Telephone
Electric
Gas
Water and Wastewater
Solid Waste Disposal
Rent (City needs copy of lease before expenses can be
reimbursed)
Custodial Services
Repairs
Cleaning Supplies
LEGAL, FINANCIAL, AND INSURANCE
Fidelity Bond or Equivalent
Directors and Officers
General Commercial Liability
Contract Accounting
DIRECT ASSISTANCE
Childcare Scholarships
Short -terns Rent Assistance
Short-term Mortgage Assistance
Short -terns Utilities Assistance
OTHER EXPENSES
TOTAL
Account
1001
1002
1003
1004
1005
1006
1007
2001
2002
2003
2004
2005
2006
2007
3001
3002
3003
3004
4001
4002
4003
4004
4005
4006
4007
5001
5002
5003
5004
5005
5006
5007
5008
5009
6001
6002
6003
6005
7001
7002
7003
7004
Grant
Budget
63,462
4,855
320
5,659
189
125
390
75,000
Increase
2,891
22
257
3,170
Decrease
778
164
2,185
43
3,170
Revised
Program
Budget
66,353
4,077
156
3,474
146
147
647
75,000
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc (CDBG)
Page 8
Rev. 07/2015
The following tables are purely informational and were created solely for purposes of preparing,
negotiating, and determining the reasonableness of the overall line item budget on the first page
of this EXHIBIT "B" — BUDGh,T and are not to be considered part of the terms and conditions
of this Contract. Contractor may make changes to any column except the ` Position" column in
the "Salary Detail" table without the City's consent so long as the total amounts charged to the
grant do not exceed the line items on the first page of the EXHIBIT "B' — BUDGET " Changes
to the column labeled "Position" may only be made with the prior written consent of the City.
Position Name
Clinical Therapist
Case Manager
Director of General Counseling
President & CEO
Vice President & CFO
Grant Coordinator
TOTAL
FICA
Life Insurance
Health Insurance
Unemployment
Workers Compensation
Retirement
TOTAL
Office Supplies
Office Equipment Rental
Postage
Printing
TOTAL
Contract Labor
Craft Supplies
Facility Fees
Field Trip Costs
Food Supplies
Teaching Aids
TOTAL
SALARY D h TAIL
Annual Rate
40,000
37,000
63,000
113,000
80,000
53,000
Annual Hours
2,080
2,080
2,080
2,080
2,080
2,080
FRINGE DETAIL**
Percent of
Payroll
6.14%
0 24%
5.24%
0.22%
0.22%
0.98%
Amount
4,077
156
3,474
146
147
647
Percent to Grant
92.5%
46.6%
9.8%
2%
2%
3%
Percent to Grant
100%
100%
100%
100%
100%
100%
SUPPLIhS AND SERVIC1 S
Total Budget ( Percent to Grant
MISCELLANEOUS
Total Budget
Percent to Grant
Amount to Grant
37,031
17,250
6,146
2,479
1,668
1,779
66,353
Amount to Grant
4,077
156
3474
146
147
647
8,647
Amount to Grant
Amount to Grant
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 9
Rev. 07/2015
FACILITY AND UTILITIES
Total Budget Percent to Grant
Telephone
Electric
Gas
Water and Wastewater
Solid Waste Disposal
Rent
Custodial Services
Repairs
Cleaning Supplies
TOTAL
FINANCIAL AND INSURANCE
Total Budget Percent to Grant
Fidelity Bond (or Equivalent)
General Commercial Liability
Directois and Officers
Contract Accounting
TOTAL
DIRECT ASSISTANC[4
Total Budget
Childcare Scholarships
Short -Term Rent Assistance
Short Term Mortgage Assistance
Short Term Utilities Assistance
Tenant Based Rental Assistance
TOTAL
** Please note that "Fringe Details" calculations include rounding errors.
Percent to Grant
Amount to Grant
Amount to Grant
Amount to Grant
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 10
Rev. 07/2015
ATTACHMENT III
CLIENT DATA REPORT
Revised 05/2015
Amendment No. 1 to CSC No. 46160
The Women's Center of Tarrant County, Inc. (CDBG)
Page 11
Rev. 07/2015