HomeMy WebLinkAboutContract 44720 r
(0;3TY SECRUAW
CONW=NOS
PERSONAL SERVICES CONTRACT BETWEEN
THE CITY OF FORT WORTH AND KATHEMNE LIVINGSTON
This, PERSONAL SERVICES CONTRACT ("Contract") is by and tr e . the CITY OF
FORT WORTH (1;c.ty � icip corporation of the State of Texas ("City") acting by
and through its duly authorized Assistant City Manager, and KATHERINE LIVINGSTON, an
individual("Consultant").
ASS in March 20121, the City applied for and received a g�• `r+�n� e Wallace
Foundation, which is a philanthropic organization whose mission is to improve learning and enrichment
opportunities for children, particularly these luring in distressed urban areas;
WIRREAS, the City and The Wallace Foundation entered into a contract (City Secretary
Contract Number 434 w ("Grant") for the City to use the Grant funds to create a systemic approach for
ensuring high quality, accessible year-round out-of-school time progra.rns fc r Fort Worth youth;
"FREAS, during the terra of the Wallace Foundation grant,the City of Fort Worth.,through its
Parks, and Community Services Department,, will use the grant funds to initiate a citywide system to
support and strengthen the,afterschool and summer programming in the local community;
WHEREAS, .the Grant sets forth three building block to help the City achieve its citywide
initiative and certain key expected accomplishments and measures by which the Wallace Foundation will
track the City's progress of the initiative;
WHEREAS, the City desires to hire Consultant to assist with administering the citywide
initiative program and preparing the required reports and deliverables to the Wallace:Foundation pursuant
to the terms and conditions of the Grant contract, along with any othder,Grant-related assignments required
by the City s, Parks and Community Services Department's Director and/or his designee ("Project
Director"),-
WHEREAS, Consultant has experience and expertise in administering grant programs similar to
the Grant and in establishing collaboration between various school districts, government and non-profit
t
organization to support grant projects,, and
WHEREAS, the City and Consultant wish to set out the terms and conditions under which said
services shall be carried out..
Scope of "e r lices
..1
Consultant shall, with good faith and due diligence, use her experience and expertise in
grant administration to assist the City in achieving the Grant program goals and preparing, all required
reports and deliverables for Year 2 of the Grant and a portion of Year 3 of the Grant up to the
e w ration of the Term set forth in Exhibit � by performing the servi e W • Exhibits
OFFICIAL RECORD
Personal Services Contract Katheruile Livingston R E CE IV E D N_1(i 'l 5 813 C'Ty SECRETARY I of 22
FT WORTH, TX
A and B are attached hereto and incorporated herein by reference. The services to be performed
pursuant to Exhibit B shall be referred to as "Services.," Consultant agrees to perform all Services in
accordance with the highest professional, industry standards.
1_2 The Work Product (as hereinafter defined) delivered by the Consultant will be in a form
and content satisfactory to the City. Consultant will consult City sufficiently in advance of all delivery
dates regarding style, format, content, and other delivery requirements to ensure that the Work Product,
when delivered, will meet the City's specifications. Consultant will', adhere to any further reasonable
schedule and process requirements rements established by City for the submission, review, and revision by
Consultant of the Work Product, and preliminary and draft versions of the Work Product. Consultant will
make any additions to, deletions from, alterations of or revisions to the Work Product that the City,
determines are necessary to,render the Work Product satisfacto-ry to the City.
2.
Compensation; Payment Schedule
2.1 The City shall pay Consultant an amount not to exceed Fifty Thousand Dollars and No
Cents ($5o,000.00) in accordance with the provisions of this Contract and the fee schedule set forth in
Exhibit A, which shall constitute full compensation for all Services to be performed and material to be
furnished by Consultant under this Contract.
2.2 Consultant shall not perform any additional services for the City not specified by this
Contract unless the City requests and approves in writing the additional services and costs for Such
services. The City shall not be liable for any additional expenses ofConsultant not specifiled by this
Contract unless the City first duly approves such expenses in writing.,
2.3 The Consultant shall issue monthly payment invoices to -the City that must contain a
detailed, breakdown to inc,lude.- the City's contract number, task or deliverables to the City and date
provided for the period,the arnount billed for each task or deliverable, and the total amount due. If
rov
the City requires additional reasonable documentation, it shall request the! same promptly after receiving
the above described information and the Consultant shall provide such, additional reasonable
documentation to the extent the same is available.
2.4. Invoices shall be submitted no later than the 10th day following the end of the month and
sent to Sheri Endsley, Parks and Community Services Department,4200 South Freeway, Suite 2200, Fort
Worth, Texas 76115.
2.5 Payment for Services shall be due within thirty (3,0) days, of the uncontested perfon'riance
of the particular Service and receipt by the City of Consultant's invoice for payment of the same,
including any additional documentation described in section 2.3.
2.6 In the event of a disputed or contested billing, only the portion being contested will be
Personal Services Contract-Katherine Livingston 2 of 22
j
withheld from payment, and the undisputed portion will be paid. City will exercise reasonab I teness i n
contesting any bill or,portion thereof No interest will accrue on any contested portion of the billmig until
the contest has been mutually resolved. For contested billings, the City shall make payment in full to
Consultant within 60 days of the date the contested matter is resolved.
2.7 The City reserves the right to withbold payment based on Consultant's non-compliance
with any of the terms of this Contract.
3.
Term and Termination
3.1 Unless terminated carrier pursuant to the terms herein, this Contract shall be effective
beginning on April 1, 2013 and shall expire upon completion of the Services or on March 3 1, 20,14,
whichever is earlier.
3.2 Termination for Convenience.
3.2.1 The City may to mate th,is, Contract for its convenience UPOD ten (10) days
w itte,n notice to the Consultant. Upon receipt of such notice, Consultant shall
rl I
immediately discontinue al�l Services and work and the placing of all orders or
the entering into Contracts for all supplies, assistance, facilities and materials in
connection with the performance of this Contract and shall proceed to cancel
promptly all existing contractsinsolfar as they are chargeable to this Contract., If.
the City terminates,this Contract under this Section, the City shall pay Consultant
for Services actually performed in accordance herewith prior to such termination,
less such payments as have been previously made, in accordance with a final
statement submitted by Consultant documenting the performance of such work.
3.2.2 Consultant may, for any reason, terminate this Contract upon thirty (30) days
written notice to the City. Consultant shall provide the City with originals and
copies of all completed or partially completed documents prepared under this
Contract on or before the effective date of termination.
3.3 Termination for Cause. I"I he City may terminate this Contract for cause in 'the event
Consultant falls, to perform in accordance with the terms, and conditions contained herein. In such. event,
City shall give Consultant written notice of Consultant's failure to perform, giving Consultant fourteen
(14) caJendar days to come into compliance with the Contract requirements,. If the Consultant fails to
come into compliance with this Contract, City shall notify Consultant, In writing, and this Contract shall
be terminated as of the date of such notification. In such event, Consultant shall not be entitled to any
additional compensation.
Persm al Services Contract—Katherine L.1vingston 3 of 22
o
3.4 Nog::amuopriation of Funds. In the event nofunds or insufficient funds are appropriated
by the City in any fiscal period for any payments due hereunder, City will notify Consultant of such
occurrence and this Contract shall, terminate on the last day ofthe fiscal period for which appropriations
were received without penalty or expense to the City of any kind whatsoever, except as to the portions of
the payments herein agreed upon for which funds shall have been appropriated.
3.5 Upon termination of the Contract for any reason, Consultant shall provide the City with
all originals and con F ies, of all completed or partially completed documents, prepared under this Contract
within thirty(30) days,after the effective date of termination.
3.6 71"he City's obligations under this Contact are contingent upon the actual receipt of grant
funds from The Wallace Foundation. If sufficient funds are not available to make payments, under this
Contract or if the City's allocation of The Wallace Foundation funds changes, the City reserves the right
to amend or terminate this Contract without penalty to the City.
4,
Ownership and Intellectual Property Rights
4.1 City shall o wn all right, title, and interest in the work produced by Consultant under this
Contract(collectively, "'Work Product") at all times throughout the world., Further, City shall he the sole
and exclusive owner of all copyright,, patent, trademark,trade secret and other proprietary rights in and to
the Work Product. Ownership of the Work Product shall inure to the benefit of the City from the date of
creation or fixation of the Work Product in a tangible medium of expression (whichever
conception,
occurs first). Each cop yrightable aspect of the Work Product shall be considered a, "work—made-for-hire"
within the meaning of the Copyright Act of 1,976, as amended, and City will be considered the author of
the Work Product, with all rights appurtenant thereto. If, and to the extent such, Work Product, or any part
thereof, is not considered a "work-made-for-hire" within the meaning of the Copyright Act of 1976, as
amended, Consultant hereby expressly assigns, sells, and transfers,, and to the extent any such assignment,
sale, or transfer cannot be made at the present time to City, agrees to assign, sale, and transfer, all,
exclusive right, title and interest in and to the Work Product., and all copies thereof, and in and to the
copyright, patent, trademark, trade secret, and all other proprietary rights therein, that the City may have
or obtain, without further consideration, free 'from any claim, lien for balance due, or rights, of retention
thereto on the part of the City. Consultant shall have no copyright or other intellectual property interest in
the Work Product.
4.2 The City shall have access to and be entitled to review and copy any portion of the Work
Product at any time.
Liabillity,Indemnlification and Release
Personal,Services Contract—Katherine Living tore 4 of 22
5.1 LIABILITY. CONSULTANT S14ALL BE LIABLE AND RESPONSIBLE FOR
ANY A.N. ALL PROPERTY LOSS, PROPERTY DAMAGE AND PERSONAL INJURY,
INCLUDING,BUT NOT LIMITED TO,DEATH,TO ANY AND ALL PERSONS, OF ANY KIND
OR CHARACTER., WHETHER REAL OR ASSERTED, TO THE EXTENT CA-USED BY Tim
NEGLIGENT ACT S) OR OMISSION S),MALFEASANCE OR INTENTIONAL MISCONDUCT
OF CONSULTANT,ITS OFFICERS,, AGENTS, SERVANTS OR EMPLOY-FES.
5.2 INDEMNIFICATION, CONSULTANT COVENANTS AND AGREES TO AND
DOES HEREBY INDEMNIFY, HOLD HARMLESS, AND DEFEND, AT ITS OWN EXPENSE,
CITY FROM AND AGAINST ANY AND ALL CLAIMS,, LAWSUITS,jFUDGMENTS,ACTIONS,
CAUSES OF ACTION, LIENS, LOSSES, EXPENSES, COSTS, FEES (INCLUDING, BUT NOT
LIMITED TO,ATTORNEY"S FEES AND COSTS OF DEFENSE),PROCEEDINGS,DEMANDS,1
DAMAGES, LIABILITIES, AND/OR SUITS OF' ANY KIND, OR NATURE, INCLUDING, BUT
NOT LIMITED TO, THOSE FOR PROPERTY LOSS (INCLUDING,, BUT NOT LIMITED TO,
WORKERS" COMPENSATION ACT LIABILITY,LOST PROFITS,AND PROPERTY DAMAGE)
AND/OR PERSONAL INJURY (INCLUIDING, BUT NOT LI-MffED TO, DEATH) TO ANY AND
ALL PERSONS,OR OTHER HARM FOR WHICH RECOVERY OF DAMAGES IS SOUGHT,OF
WHATSOEVER KIND OR CHARACTER, WHET HER REAL OR ASSERTED, ARISING OUT
OF OR RESULTING FROM ANY ACTS, ERRORS, OR OMISSIONS OF CONSULTANT
AND/OR CONSULTANTS CONTRACTORS AND THEILR RESPECTIVE OFFICERS, AGENTS,
EMPLOYEES, DIRECTORS,, MEMBERS, PARTNERS, AND REPRESENTATIVES IN
CONNECTION WITH THE EXECUTION, PERFORMANCE, ATTEMPTED PERFORMANCE,
OR NONPERFORMANCE OF THIS CONTRACT', EXCEPT THAT TIM INDEMNITY
PROVIDED FOR IN THIS PARAGRAPH S14ALL NOT APPLY TO ANY LIABILITY
RESULTING FROM THE SOLE GROSS,NEGLIGENCE OF THE CI V*
5.3 IF ANY ACTION OR PROCEEDING SHALL BE BROUGHT BY OR AGAINST'
THE CITY IN CONNECTION WITH ANY SUCH LIABILITY OR CLAIM, CONSULTANT, ON
NOTICE FROM CITY, SHALL DEFEND SUCH ACTION OR PROCEEDING, AT
CONSULTANT'S EXPENSE, BY OR THROUGH ATTORNEYS, REASONABLY
SATISFACTORY TO CITY.
5.4 This section shall survive the expiration or earlier termination of this Contract.
6,
Independent Contractor
6.1 Consultant shall perform all work and services hereunder as an 'Independent contractor
and not an officer, agent or employee of the City. Consultant shall have exclusive control of, and
Personal Services Contract—Katherine Livingston 5 of 22
—............
exclusive right to control, the details of the work performed hereunder and all persons performing same
and sliall be solely responsible for the acts and omissions of its officers, agents, employees and
s"ubcontractors. Nothing herein shall be construed as the creation of a partnership or joint enterprise
between the City and Consultant, its officers, agents, servants, employees or subcontractors; and the
doctrine of respondeat superior shall have no application between the City and Consultant. It is further
understood that the City shall in no way be considered a co-employer or joint employer of Consultant,
or any officers, agents,, servants and employees or subcontractors of Consultant. Neither Consultant, nor
any of its officers, agents, employees,, servants., contractors and subcontractors shall be entitled to any
employment benefits from the City. Consultant shall be responsible, and liable for any and all] payment
and reporting of taxes on behalf of itself, its officers, agents,, servants, employees or subcontractors.
7.
Disclosure of Conflicts,,,Confidentiallity
7.1 Consultant warrants to the City that it has made full disclosure ill writing of any
existing or potential conflicts of interest related to services to be performed hereunder. Consultant
further warrants that it will make prompt disclosure in writing of any conflict of interest that develop
subsequent to the signing of this,Contract.
7.2, Consultant, for itself and its officers, agents and employees, further agrees that it shall
treat all information provided to it by the City as confidential and shall not disclose any such
information to a third party without the prier Written approval of the City. The exception to this rule Is
that information designed to be shared as part of the collaborative, effort among the City, the Fort Worth
Independent School District and other partners involved in the project may be distributed as needed.
Consultant shall store and maintain the City information in a secure manner and shall not allow
unauthorized users, to access, modify, delete or otherwise corrupt the City information in any way.
Consultant shall notify the City immediately if the security or integrity of any City information has been
compromised or is believed to have been compromised.
8.
Right to Audit
8.1 Consultant agrees that the City shall, until the expiration of three (3) years after final
payment under this Contract, have access to and the right to examine at reasonable times any directly
pertinent books, documents, papers and records of the Consultant involving, transactions relating,to this
Contract at no additional cost to the City. Consultant agrees that the City shall have access during
normal, working hours to all necessary Consultant facilities and shall be provided adequate and
appropriate work space in order to conduct audits in compliance with the provislons,of this section. The
Personal Services Contract—Katherine uvingsaon 6 of 22
mb
City shall give Consultant reasonable advance notice of intended audits. This section shall survive the
expiration or earlier termination of this Contract.
9.
Prohibition of Assignment
9.1 Consultant shall not assign or subcontract any of its, duties, obligations, or rights under
this Contract without the prior written consent of the City. If the City grants consent to an assignment, the
assignee shall execute a written agreement with the City and the Consultant under which the assignee
,agrees to be bound by the duties and obligations of Consultant under this Contract. The Consultant and
assignee shall be jointly liable for all obligations under this Contract prior to the assiginnent. f'the City
grants consent to, a subcontract, the subcontractor shall execute a written agreement with the Consultant
referencing this Contract under which the subcontractor shall agree to be bound by the duties and
obligations of the Consultant under this Contract as such duties and obligations may apply.
10.
Not
10.1. Notices required pursuant to the provisions of this Contract shall be conclusively
determined to have been delivered when (1) hand-delivered to the other party, its agents, employees,
leN delivered by facsimite with electronic confirmation of the transmission, or
servants or representatives, �/,)
(3) received by the other party by United States 'Mail, registered, return receipt requested, addressed as
follows:
To the CITY: To CONSULTANT.
City of Fort Worth Katherine Livingston
Attn: Sheri Endsley 116 Copperwood Drive
4200, South Freeway, Suite 2200 Lakeside,,, r rX 7'6108
Fort Worth TX 76115-1499
Facsirnfle: (817) 392-5736
With copies to:
City Attorney
City of Fort Worth 3 d oo
1000 1"brockmortion Street, F l r
Fort Worth, Texas 76102,
Insurance
11.1, Gengally. Consultant shall provide the City with certificate(s)of insurance documenting
,policies of the following minimum coverage limits that are to be in effect prior to commencement off,any
Personal Services Contract—Katherine I.,ivingston 7 of 22
work pursuant to this Contract. Consultant has an ongoing duty to provide the City with an annual
certificate of insurance to evidence coverage. Such insurance shall cover all insurable risks incident to or
in connection with the execution, performance, attempted performance or nonperformance of this
Contract. Consultant shall maintain the following coverages and lit-nits thereof-.
11-1.1 Professional I--ji.ablifi —Errors&,Omissions
L $1,00�0,000 Each Occurrence
il. $1,000,000 An nual Aggregate Limit
iii. This coverage shall protect the insured against claims arising out of
alleged errors in judgment, breaches of duty and wrongful acts arising
Out Of their management duties.
11.2 Additionql Reqt iremepts.
11.2.1. Insurers of Consultant's insurance policies shall be licensed to do bus,ine,ss, in the
state of Texas by the Department of hisurance or be otherwise eligible and
authorized to do, business in the state of Texas. Insurers shall be acceptable to,
City insofar as their financial strength and solvency and each such company
shall have a current minimum A.M. Best Key Rating Guide rating of A--, VII or
other equivalent insurance industry standard rating otherwise approved by City.
1 1.2.2 Coverage shall be claims-made, and maintained for the duration of the
contractual agreement and for two (2) years following completion of services,
provided. The certificate of insurance shall state the coverage I's claims made
and "Include the retroactive date.
12.
Non-Discrimination
12.1. Consultant, for itself, its personal representatives, assigns,, subcontractors and successors
in interest as part of the consideration herein, agrees that in the performance of Consultantils duties and
obligations hereunder, it shall not discriminate in the treatment or employment of any individual or group
of individuals on any basis prohibited by law. If any clairn arises -from an alleged violation of this non-
discrimination covenant by Consultant, its personal representatives, assigns, subcontractors or successors,
in interest, Consultant agrees to assume such liability and to indemnify and defend the City and hold the
City harmless from such claim.
130,
Severabilifty
1,3.1 If any provision of this Contract is held to be invalid, illegal or unenforceable, the
validity,, legality and enforceability of the remaining provisions shall not in any way be affected or.
4
impaired.
Personal Services Contract—Katherine Livingston 8 of 22
14.
Force Majeure
14.1 The City and Consultant shall, exercise their best efforts to meet their respective duties
and obligations as set forth in this Contract, but shall not be held liable for any delay or omission in
performance due to force majeure or other causes beyond 'their reasonable control (force maje.ire),
including, but not limited to, compliance with any government law, ordinance or regulation, acts of God,
acts of the public enemy, fires, strikes, lockouts, natural disasters, wars,, riots,, material or labor restrictions
by any govenimental authority, transportation problems and/or any other similar causes.
15,
Choice of Law, Venue
15.1 This Contract shall be construed in accordance with the internal laws of the State of
Texas.
1.5.2 If any action, whether real or asserted, at law or in equity, is brought on the basis, of this
Contract, venue for such action shall fie in state courts located in Tarrant County, Texas or the United
States District Court for the Northern District of Texas, Fort Worth Division.
16.
Entirety of Contract
16.1 This Contract contains the entire understanding and agreement between the City and
Consultant,, their assigns and successors in interest, as to the matters contained herein. Any prior or
contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with
any provision of this Contract.
,17.
Compliance with Laws,Ordinances,and Grant Agreement
1. .1 Consultant agrees to comply with all federal, state and local laws, ordinances,, rules and
regulations. If the City notifies Consultant of any violation of such laws, ordinances, rules or regulations,
Consultant shall immediately desist from and correct the violation. Consultant also agrees to abide by all
applicable terms of the City's, Grant Agreement with The Wallace Foundation, which shall be provided
to the Consultant upon request.
18.
Licenses and Permits
18.1 Consultant shall, at its sole expense, obtain and keep in effect all licenses and permits
necessary for it to carry out its duties and obligations hereunder.
Personal Services Coritract—Katherine Livingston 9+f 22
t9.
Governmental Powers
t9.1 It is understood and agreed that by execution of this Contract, the City does not waive, or
surrender any of its governmental powers.
20.
No Waiver
20.1 The failure of the City or Consultant to insist upon the performance of any term or
provision of this Contract or to exercise any right granted herein shall not constitute a waiver of the
City's or Consultant's respective right to 'insist upon appropriate performance or to assert any such right
on any future occasion.
21.
Headings Not Controlling
21.1 Headings and titles used in this contract are for reference purposes only and shall not be
deemed a part of this Contract.
22.
Review of Counsel
22.1. The parties acknowledge that each party and its counsel. have reviewed and revised this
Contract and that the non-nal rules of construction to the e6ect that any ambiguities are to be resolved
against the drafting party shall not be employed in the interpretation of'this Contract or exhibits hereto.
23.
Amendments,Modilficati"ons,and Extensions
23.1 No extension, modification or, an of this Contract shall be binding upon a party
hereto unless such. extension, modification, or amendment is set forth in a written instrument, which is
executed by an authorized representative and delivered on behalf of such party.
24.
Confidential Information
Consultant shall treat all information provided to it by the City as confidential and shall not
disclose any such information to a third party without the prior written approval of the City. Consultant
further agrees that it shall store and maintain all City information in a secure manner and shall not allow
unauthorized users to access, modify, delete, or otherwise corrupt City information in any way.
Consultant shall notify the City immediately if the security or integrity of any City information has been
compromised or is believed to have been compromised.
Personal Services Contract—Katherine Livingston 10 of 22
,PITNESSW EREOF, the parties hereto have executed this Contract In MUltiples thisA,irof
"2 011.3.
CITY OF FORT WORTM, KAT11ERINE LIVINGSTON
By
jv Aon
.6usan Alanis Katherine I i ingston
Assistant City Manager
APPROVED,AS TO FORM AND LEGALITY:
FI., Wallach
Assistant City Attomey
rO
ATiTE T
Ma
ecreta 00001
city ry ()0 00
*0000
NO M&,C REQUIRED
OFFICIAL R1001W
Personal Se Moen Contract—Katlierine fAvitigstoll CITY SECRIMAW 11, of'22
FTw Wo"jit yX
EXH][Blr f A
ti
Program Goals and Reports
CCTV OF FORT WORTH APPENoix A
FOR,r WORT",TX,716115 RFQUEST ID#20120016
Grant Amount: Up to$765,000 to be used over four years from March 15, 2012 through
March 14,2016)to support the work described in the proposal you submitted on March 26,
2011,which is incorporated herein by reference and summarized in this Appendix. In the event
of a conflict between the grant agreement(ifICILiding this Appendix)and your proposal,the terms
of the grant acy-reernent shall control.
C�
Program Summary
Fort Worth's over-arching goal is to create a systernic approach for ensuring high quality,
accessible year-round opportunities for all of Fort Worth's youth,includi,ng those who are living
in the city of Fort Worth yet outside ofthe Fort Worth, Independent School Disuict(FWISD)
service area or are attending alternative or private schools. The primary focus of Fort Worth's,
approach to achieving this goal is through Support'fo�r the Reliable Information building block;
specifically by conducting geographical mapping.,asset tracking, market research,data collection
and training in order to improve access to and participation in quality programs. The second
building block is(7ommitment to Quality. Fort Worth will develop city wide CAST prograin
quality standards,assessment tools,training,and incentives for OST providers in Fort Worth in
order,to improve program quality across the city. A final building block effort,Coordinating
Entity wi'It address the establishment,enhancement andJor revitalization of a 501(c'(3)
,
organization with a Board of Directors in order to ensure sustainability of the data and quality
efforts.
Program Goals and Coal Attainment(ndicators
Key exI)ected accomj)1i.Yhments of 1his grant and measures ,which we wil/know goofs are
being achieveti, by Buildi"Block
B!!j1d�inB!o�k Goals -Goal Attainment Indicators
1. Reliable 1.1 Improve access to quality A database of year-long,
programming by identifying school term and sums-ner 0S'T
locations ofexisting prograrns programs will be compiled
and where service gaps occur, and made available to the
using geo-rnapping tools public in order to improve
access to programming.1.2 Coordinate efforts of os,r
providers citywide to collect A geographical map of For
reliable data(including Worth depicting the locati011
attendance and prograrn of os,r providers will be
effectiveness)utilizing a created and made accessible t o
comm,on record keeping the public in order to improve
system(MIS) p access to pro gramni,ing.
Personal Services Contract—Katherine Livingston 1 "22
t 1d Block _oa
1.3 Capture reliable
info,nnation about the enan V i detailed market et research
fior quality OS"'I'programs study by geo aphic areas will
through actin g market he made available to S"I'
research partners showing the desire
and need for .S'1."pr tgr rns in
1.4 Build capacity of the c�ity in order to fetter serve �
,
individual providers t use under-served neighborhoods.
common record keeping
system(MIS) A citywide c MIS will be in
place(either through an
agreement with FWISF)to use
their MIS citywide or the
acquisition/development of a
new data system)and will be
used by providers to support
improved, ro rar rrclr g.
Common tneasuresacross
programs will be identified
and reported on.
Commitment to Quality 2.1 Improve program quality A list. quality standards will
by defining City-wick utility be developed and adopted
.standards city-wide by at legit 6 0 1%of
.2 Improve program quality
through, lct ti fic tlon of Comprehensive r gra
quality components and the quality monitoring nd
lcv to. e t c l tion cal"a e al, a,tion t l,s will be
common program quality developed and used by at least
assessment tool 600/6 of OSI'providers.
.
�..�
.-.3 � citywide�. , An incentive prograrn,that
training systern l:r S'1" rewards S"I"l r vider" for
progran,irning,evaluation,and program quality will be
buy;i mess ract c es established,as well as support
1""o:r those needing assistance in
inipt"OV11,19 program q alit °"
Pers,onal Services Contract Katherine tM ivitig ton 13 of 22
Buill k, 6-Oals- ..
A, adicators
2,4 Implement a quality rating A collaborative citywide
system,to guide funding system of ongoing training for
decisions OST providers will be in place
to improve duality and at least
60%of the providers citywide
are participating in training on
a yearly basis.
Establish a sustainable A cadre ofI 0-15 key
citywide OST coordinating providers and community
entity partners will meet at least
quarterly to identify and
address OST needs in Fort
"worth,during the grant permed
and beyond..
An identified user rou p of
children,parents,educators
and conymuAty members will
meet annually to help inform.
decision makers about impact.
A 1(c)(3)organization will
be created or an+existing,one
will be named as the
coordinating entity for the Fort
Worth OST system;this
organization will include a
coordinating board to provide
oversight and community
inpUtw
Personal Services Contract—Katherine rine L.iving tc n 14 of
Required Reports,Deliverables to Wallace
Work protlucts andspecific due dates
Due October 15,,2012.- Annual progress report(for work completed March 15-September 15,
2012), including critical analysis o."performance against plan for each Building Block using
Appendix C,Grantee Reporting Foimi;financial summary of expenditures;and,Action Plan for
Year 2(beginning March 1,5,2013)with a detailed budget(including updated goal attainment
indicators as needed). "I"his report should include any work products such as,memoranda of
understanding,data-sharing agreements,work plans,program qual,ity standards and assessments
developed,and other tools that have been generated through the Next Generation After School
System Building initiative. Please also include with this report verification that you are a
government instrumentality,
Due October 15,2013.- Annual progress report(for work completed September 16,2012
September 15,2013),including critical analysis of performance against plan for each Building
Block using Appendix C,Grantee Reporting,Form-, financial summary of expenditures-and
I I I
Action Plan for Year 3 (beginning March 15,2014)with a detailed budget(including updated
goal attainment indicators as needed). This report Should include any work products such as
memoranda o,f understanding,data-sharing agreements,,work plans, program quality standards
and assessments developed,and other tools that have been generated through the Next
Generation After School System Building Initiative. Please also include with this report
verification that you are a government instrurrientafity,
Due October 15,2014:Annual progress report(for work completed September 16,2013-
September 15,2014),,including,critical analysis,of performance against plan for each Building
Block using Appendix C,Grantee Reporting Form;and, financial surnmar of expend'itures.This
I y
report should, include any work products such as,memoranda ofunderstanding,eta-sharing,
agreements,work plans,program quality standards and assessments developed,and other tools
that have been generated'through the Next Generation After School Systern Building Initiative.
Please also include with this report verification that You are a government instrumentality.
Due April 15,2015: Final progress report(for work completed September 16,2014-March 15
20:15,the last six months of the project-related activities),including a critical analysis of
performance against plan for each Building Block using Appendix C.Grantee Reporting Form-,
and, final financial surnmary of expenditures,related to the prQjcet-related expenses. 'rhis report
should include any work products such as menioranda,of un(lerstanding.data-sharing
agreements,work plans.prop,-am quality standards and assessments developed,and other tools
that have been generated through the Next Gerienttion Afier School S °stem Building fniti,a,tilve.
Due April 15�,2016.- Narrative reflection on participation in the Initiative in a Cormat to be
determined six-months prior to due date. Final financial summary of expenditures from
-N larch 16,2015-March 15,2016.
Personal Services Contract-Katherine Livingston 15 of 22
APPENDIX
THE WALLACE FOUNDATION
NEXT GENERATION AFTER SCHOOL SYSTEm BUILDING INITIATIVE
GRANTEE PROGRESS REPORT GUIDELINE
To pro vide an opportunity to r fiecl on the fiinded Project. its uccomplishmen, cLhqljq,q& owes
and lessons learned, Wallace requires periodic narrative and financial reports on the progress o 'the
work supported by this grant. The due dates q such reports,and the substance of such reports,are
"f
detailed in Appendix A oJ"your grunt agreement.
Wallace high4y values and seeks your criticalanal is(#*the progress made compared to your goals(a
I _q"t5—
plan sls.performance ana sis-),-.your reflections about what worked, what did not,and wl�y,'and
explanation oj*revl,5ions to your next year's plan. the insighis and dato provided may be used as source
inaterial-forfuture knowledge protlucts on
,-you will be csulte in ihe ml7t that ive would like to share
injbrai(mon provided in your reportfor research put-poses.
Pleine re er to j&end&AoL Eour graniggreement,and Locia answers on ei4dence related to the
qg reed Lupon Pro ram Goals and Attainment Indicators.
Organization, Name,-, CITY OF FORT WORTH,PARKS AND COMMUNITY SERVICEs DEPARTMENT
Request ID#-*2012001.6
Period covered by report:
Report Deadline:
Preferred Report Length-, up to 15 pages,single-spaced
I. Plan vs.Performance
Resit'ite each goal in Appendix A qfyour grant agreement below,organized by Building Blocks, For each
goal please list the Key"cavities lure,,Icti'oti,"iel),sfroiii,41)1)endiv,4(#'Ihe grant agreement or any
subsequent amendments)tmd assess'your progress toward the res u on lts, using the agreed up aleas ures
listed in 4ppendixll of your work plan or aq subsequent amendinents. If atiy()J"the proposed activities
and results that relate to the goals variedfirom what w(,,iy outlined in AppendLr A please explaht variation
and any lessons leamedfi-om the implementation(in the j4ssessment&Identification oJ'Changes
column Add additional rows.,16r goals and addifional matrices as neededfi)r each Building Block listed
in Appendix.4.
Building Block-
Ivities Progress Toward Results Assessment& Identification of
Key Acti
.............. Changes in Strategy Needed
...........
Personai Services Contract-Katherine Livingston 16 of 22
GOAD 2-d
p
AL 3
q
1
Overall,summary of progress and challem es:
1. Common Measures that All Cities are Reporting Against
Please respond to the following three sets of questions, halfa page for each question)-
. "hat progress,have you made toward being,able to report site-level youth participation by
program session ands grade,as measured by average 'ally attendance?If you have a data
system in place at this tirn ,ho w many programs are currently entering data into they system?
'ghat was your average daily attendance 1*(r the last reporting period of your programming?
2 ro �nn por�� qua ity standards for the
providers in our city'?What percentage(.4 pro id rs has agreed to adopt the standard's
What progress have you mad e toward developino and implementing an assessment tool used
by the pr�owid rs in your system?What percentage of providers Undertook program grtalit
assessment in this reporting period?How many providers,have been trained on program
grrallt? If yort(ar;working on staff' redential no,how many providers,currently have ail
0S]"cr edential`?
What progress have yr�LI mad toward hr�aldin the apa ��t�����l" ���r�r providers to use your city s
MIS and pro„rain,quality data to improve programming?Please provide examples of how
Personal St 17 of 22
data has been used to support programming and/or policy(for example, using data to build
public support for afterschool, toadvoBate for funding,to expand program slots).
M. Overall Reflections(half page)
Reflecting on the activities and results described above, what have been your City's most it
i
successes n this reporting period?
What are Your greatest concerns about the work moving forward?
V. Leadership Changes(half page if needed)
"ere there any major changes, in leadership positions that affect this grant/contract? If Sol,
n what is your
assessment of the likely effect of those changes on the funded work?
V. Continuous Improveinent(one page)
In YOUr opinion could anything have been done differently during the grant period that would have led to
better results,,as well as communication and partnership?
• By you:
• By the lead '"dal lace staff on th is grant:
• By the ftmridation:
• By N:LC, the Technical Assistance Coordinator:
V1. Technical Assistance and the Learning Network(half page)
Please critique your experience with the technical assistAmce provided during this reporting period.
What has been,most beneficial aspect of the TA to your work so far?
Looking ahead, what technical assistance do you anticipate needing to carry out your next year of
work?
Vit. Publications,Comintinications,and Meditill
0 Please provide any notable press clippings, major pi.blications,or other tools(including web,sites),
that have been developed or released in this reporting period, 'This includes strategic plans, evaluation
reports, program qUality standards, memorandUrn 0 IF Understanding, etc.
do Please, provide the following infomation about key public events in which your orr7 cr,aniziiti n's,work
was highlighted and/or your leadership presented- Title. location,date, venue and size of audience for
events
Vill. Financial Assessment(half page)
Was the grant money spent as anticipated in the budget attached as Appendix B to the grant agreement or
any subsequent amendments? P'lease... irickide an-e�ienditure report that co!ppares_pro. cted to, actijal
e,Wises.. If there is a balance left to, be spent please propose and explain hokN and when the grant will be
spent in full.
X. Attachnients
0 Please provide documentation that you ,cire a,gover-ni-nent instru mental ity.
'Personal Services Contract—Katherine Livincy0 tan 18 of 22,
• Please provide a Year 2 action I
provided.• Please provide an updated pr(�ect budget and overall systern budget using the forms
Pilease provide a Year 2 budget narrative and mia,tclh docunientation titsing the ft ms pirovi
Submlitteld By.-
Executive Director Date Board Chair Date
19 of 22
Persona,l Services Contract—Katherine Livingston
Exhibit
B
Scope of or The Wallace Grant, Phase 2
Revisions I'ncludl*ng additions or deletions may be made to Scope of Work by mutual written
Iff i
consent; however, not to exceed the amount authortizea n Section 2.1
Prepared Jul 3 Put ut Measure Total
7117-11-7
Coordination-services with city departments and consultants
Coordinate with Sheri Endsley,the Wallace Grant':s Project Director,via Total,amount for 7 $2,800
phone or email months
Coordination services with PACS part time,staff, 10,hours per month x 2 Work completed $1.,000
months
Provide facilitation services for 9 meetings by preparing for, creating Facilitation $1,350
agendas,conducting meeting, and preparing action item lists for
Management Team Meetings or other staff meetings
Serve on interview panels for new employees Participation $1,000
Provide information and train the new staff about the initiatives and Training delivered $1,5010
databases, Constant Contact., etc.,
rn A%
7,650
Providel support for meetings/conference calls with The Wallace
Foundation,technical assistance Team, and fun,der visits
................
Monthly preparation for and participation in 8' Wallace "check in" Facilitation $L400
monthly conference calls
Participation in 12 N and technical assistance teams,conference Participation $900
calls/office hours,webinars, etc.
.............
Attend Wallace out-of-town cross-site meetings expenses paid by PACS Participation $1,200
For meetings,with funders, prepare agenda,create handouts, attend Meetings held $500
meeting,,follow up, if needed,
$4,FOOO
Provide'Information and coordinate with other consultants
Provide information to fancy Marchant about SPARC and grant needs Data provided, $1,00
0
Provide information to Murr,ay Branding Data provided $300
Provide information,to the Balcom Agency-2 page Data pirovid�ed $400
Provide information to Crawford (pro bond work) Data provided $300
Provide information to Cindy Johnson Data provided $300
Create draft scope of work, andi provide information to consultant T Data provided $400
inventorying other full and partial service providers
Provide, information to Mar et Research consultant Data provided $800
Persona]Services Contract—Katherine Livingston 20 of 22
Provide information for new website,design and implementation Data provided X1,000
Prepare Year 2 Progress Report to all ace and the budget for Year 3 Report Submitted $ ,,,00101 -7 1
8500
$201150:
RELIABLE DATA
Create an Access database-with geo-coded locations that can link to GIS Access database $700
system created
Create Access tables for contact information for community leaders, List prepared, $1.Soo
Wallace contacts, and individuals involved in afterschool Tables Access,
2012 afterschool and summer participation data:Analyze and prepare Handout prepared $11500
handout
2013 Afterschool': Collect data, prepare list and analyze participation, List prepared,,, $2,50!0
data collected by location from large providers for school year 2013 analyzed
20113 Summer, Prepare list and'analyze from participation data List prepared, $L000
collected by summer programs 2013 analyzed
Create Access database tables of 2013 information about participation Tables and queries $850
in districts,zip codes or other useful areas created
Collect,data and update Access with 21014 providers,and locations Data Entered $200
..... ..........
Coordinate creation of a 21013 map of locations with city GIS staff Map created 0o
Compile sample data sharing documents for use pus a basis for MO Samples collected $400
between school districts,ands iroviders; create a model draft MO,U
Prepare for and attend meetings,with personnel from two school Meetings held, $400
districts to discuss afterschool programing, participation data and data minutes
collection
Convene meeting of Police Department and FWISD to replicate Grand Meeting held $200
Rapids Study
$9,75O
COORDINATING ENTITY
Plan awed execute Leadership Team/Adv its ory Group,,Governance
Committee and subcommittees meetings -8 sessions
Schedule and attend meetings, program site visits, conference calls, Me tings held $(5"000
coordinate with Mayor's office, Chair,, PACS, Wallace and technical
assistance
Draft agenda and working agenda, conduct research,create documents Documents& $6,0100
for meetings and coordinate with presenters or facilitators Presentations
coordinated
..........
Coordination when out-of-town facilitators are here Participation $7510
$12,'750
Personal Services Contract—Katherine Livingston 21 of 22
COMMITMENT TO QUALITY
Develop,standards and,McItcators for quallity programs
collaboration with area providers
Coll,ect res,e rch about standards/assessment, create library of research, $1p250
Provide administrative support for Quality Task Team meetings and Meetings, hielId $2,8OO
subcommittee meetings
Schedule meetings,coordinate with PALS, create the agenda and'word—,
agenda
Coordinate room arrangements and refreshments
Coordinate printing of meeting materials with PAC.
Creating minutes and following up on assigned tasks to be done
Submit refreshment costs for reimbursement
Send email notices and reminders to team members
Create and prepare, handouts for meetings Materials $1j,400
d�isitribu�ted
Represent SPARC to'TXPost1 sit can committee for state standards, trips Participation $1,01000
1
to Austin (costs to be reimbursed), conference calls with committee
$6p4501
SUBTOTAL $49,1010,
................ ............
REIMBURSABLE EXPENSES
...............
Mileage to and from meetings at$.5 /mile List of trips $880
$8801
.....................
TOTAL
$49,980
Pusonal Services Contract—Katherine 1Jvingston 2,2 of 22