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HomeMy WebLinkAboutContract 62170CSC No. 62170 AGREEMENT FOR COMMUNITY -BASED PROGRAMS GUARDIANSHIP SERVICES, INC.- PROGRAM GRANT FISCAL YEARS 2025 — 2027 In consideration of the mutual covenants, promises, and agreements contained herein, THIS AGREEMENT ("Agreement") is made and entered into between CITY OF FORT WORTH (City"), a home -rule municipal corporation of the State of Texas, acting by and through William Johnson, its duly authorized Assistant City Manager, and GUARDIANSHIP SERVICES, INC. ("Contractor"), a Texas nonprofit corporation acting by and through Lyn Scott, Executive Director, its duly authorized representative. RECITALS WHEREAS, City has determined that Community -Based Programs are necessary to support crime prevention in the City of Fort Worth during Fiscal Years 2025 — 2027 to meet one or more of the Crime Control and Prevention District's ("CCPD") goals, which are: (1) to support efforts to reduce violent crime and gang -related activities through enhanced enforcement activities and crime prevention programs, (2) to support efforts to increase the safety of residents and to decrease crime throughout Fort Worth neighborhoods, and (3) to support efforts to increase the safety of youth and reduce juvenile crime through crime prevention and intervention programs; WHEREAS, Contractor has agreed to operate a Community -Based Program called Victims Services, Financial Exploitation Prevention Center ("Program"), which will support the police department's crime prevention efforts throughout the community; WHEREAS, City desires to enter into an agreement with Contractor to operate the Program; and WHEREAS, as consideration for Contractor's performance and operation of the Program, City has appropriated monies in the CCPD Budget in the amount of $300,000.00 ("Program Funds") to provide to Contractor on a reimbursable basis, subject to and in accordance with this Agreement. NOW, THEREFORE, in consideration of the mutual covenants herein expressed, the parties agree as follows: AGREEMENT DOCUMENTS The Agreement documents shall include the following: 1. This Agreement between City and Contractor 2. Exhibit A — Scope of Work: Project Plan and ZoomGrants Program Narrative 3. Exhibit B — Budget Narrative Form 4. Exhibit C — Request for Reimbursement (RFR) 5. Exhibit D — Program Performance Report 6. Exhibit E — Budget Modification Form 7. Exhibit F — Corrective Action Plan Form OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX The exhibits, which are attached hereto and incorporated herein, are made a part of this Agreement for all purposes. In the event of any conflict between the terms and conditions of Exhibits A through F and the terms and conditions set forth in the body of this Agreement, the terms and conditions of this Agreement control. DEFINITIONS The term "City" shall include City of Fort Worth, and its officers, agents, employees, and representatives. The term "Contractor" shall include Guardianship Services, Inc., and its officers, agents, employees, representatives, servants, contractors, and subcontractors. The term "Party" shall refer to either City or Contractor. The term "Parties" shall refer to both City and Contractor. AGREEMENT 1. Responsibilities of Contractor Contractor covenants and agrees to fully perform, or cause to be performed, with good faith and due diligence, all work and services described in Exhibit "A". Contractor shall be responsible for the day-to-day administration of the Program. Contractor agrees to expend the Program Funds in accordance with the Budget Narrative Form as described in Exhibit `B". Program activities and quarter measures shall be reported in accordance with Exhibit "D"- Program Performance Report. 2. Program Funds 2.1 In no event shall the total distribution from City made to the Contractor during the Term of this Agreement exceed the total sum of $300,000.00 ("Program Funds"). 2.2 Pavment Payment of the Program Funds from City to Contractor shall be made on a quarterly and cost -reimbursement basis following receipt by City from Contractor of a signed Request for Reimbursement (RFR) (Exhibit Q. The Exhibit C shall be submitted along with copies of all receipts and other supporting documentation for expenses related to this Agreement. Exhibit C reports shall be submitted to City as outlined in the report schedule in Section 2.4. Each RFR should be sequentially numbered and labeled using the following format: AGENCY NAME -INVOICE -QUARTER -YEAR RFR submissions will include expense documentation that is legible, detailed, clear and concise. The submitted RFR shall include the Exhibit D Performance Report, and be signed by the Contractor or duly authorized officer of the Contractor. Submissions must be scanned and submitted to the CCPD Partners Unit of the Fort Worth Police Department. Submissions should be sent electronically to PSM(&fortworthtexas.aov, or via mail addressed as such: ATTENTION: CCPD Partners Unit, Financial Management Division, Bob Bolen Public Safety Complex, 505 W. Felix St., Fort Worth, Texas, 76115. Reimbursements will not be made until after receipt of an acceptable and approved RFR and Exhibit D Program Performance report. 2.3 Reimbursements shall be made within 30 days of receipt of an acceptable and approved RFR and Exhibit D Program Performance Report. With the exception of final reimbursements requests as outlined in Section 2.5, incomplete or incorrect submissions shall be returned to the Contractor for resubmission, restarting the 30-day reimbursement schedule. 2.4 Reauest for Reimbursement Reporting Schedule Contractor agrees to submit all Exhibit C-Requests for Reimbursements (RFR) and Exhibit D-Program Performance Reports on a quarterly basis. Reports shall be included in July, October, January, and April's submission. Contractor agrees to provide Exhibit C—Request for Reimbursement and Exhibit D—Program Performance Report per the following schedule: Activity/Expenses Report on occurring in the following 5' of- the 15 of: months: October — December January January — March April April — June July July — September October Contractor agrees Exhibit C and Exhibit D reports shall be submitted to City no later than the 15th day after the end of each reporting month. If this deadline occurs on a weekend or a City holiday, then reports shall be submitted to the City by the next City business day. Should the Contractor not be able to meet these requirements in the given month, the Contractor shall provide written notification prior to the deadline that details the justification and expected date of submission. If no notification is received by the 151h of the reporting month, the City will document for future corrective action. If, by the last day of the same month, Contractor has not submitted the required reports, the City will send a Non -Compliance Letter notifying the Contractor's duly authorized representative of a possible suspension of program funding. Submittal of Exhibit C and Exhibit D is required even if expenses and/or activity does not occur. 2.5 No Revisions on Final Reports The last day for the City to receive RFRs and supporting expense documentation from the Contractor for this agreement is October 15, 2027. No corrections or additional documentation will be allowed after this date. Any discrepancies on the final RFR or expense documentation will be adjusted from the final reimbursement amount. 2.6 Budget Modifications Contractor is authorized to modify up to five (5) percent of any budgeted line -item in the original approved budget without prior written permission from City. However, Contractor must submit the Request for Budget Modification Form (Exhibit "E") to City, with the RFR, during the month the modification took place. The request must include justification for modification to the budget, and the new modified budget cannot exceed the total amount of Program Funds. 2.7 Budget Modification Approvals Any modifications of more than five (5) percent of any budgeted line -item in the original approved budget must have prior written permission from City before the modifications are made. The Budget Modification Form (Exhibit "E") must be submitted, and request must be approved by City, before any money is moved to the line -item. Once the Budget Modification is approved, the modified budget will take effect on the first day of the following month. The new modified budget shall not exceed the total amount of Program Funds. 2.8 Budget Modifications to Zero -Line Items Any modifications to zero line -items in the original approved budget must have prior written permission from City before the modifications are made. The Budget Modification Form (Exhibit "E") must be completed and approved by City before money is transferred into the new line -item. Once the Budget Modification is approved, the modified budget will take effect on the first day of the following month. The new modified budget shall not exceed the total amount of Program Funds. 2.9 Budget Modifications to Direct and Indirect Line Items Budget modification can only occur within the Direct and Indirect costs. Funds may not be moved from a Direct line -item into an Indirect line -item, or vice versa. Modification of Direct and Indirect approved budgets must follow the guidelines outlined in sections 2.6, 2.7, 2.8, 2.9. 2.10 Last Dav to Approve Modifications The last day the City will approve a Budget Modification for this agreement is August 1, 2027. 2.11 The City reserves the right to reject any budget modification that the City believes, in its sole discretion, is not clearly aligned with the program activities and any requests for reimbursement expenses that the City believes, in its sole discretion, are not specified in Exhibit "B" of this Agreement or an approved budget modification form. 2.12 Budget Modifications shall be submitted to PSM(&,,fortworthtexas.2ov, or via mail addressed as such: ATTENTION: CCPD Partners Unit, Financial Management Division, Bob Bolen Public Safety Complex, 505 W. Felix St., Fort Worth, Texas, 76115. 2.13 Contractor will document cost allocations for all budgeted expenses throughout the entirety of the Agreement and will be responsible for having a policy and procedure in place for this documentation. Specifically, Contractor will document how all shared costs, personnel time, or equipment that was fully or partially paid for using CCPD funds, were used in furtherance of the program activities described in this Agreement. Documentation of these cost allocations, as well as a copy of the Contractor's policy and procedures for the documentation of the cost allocations shall be made available to the City upon request. 2.14 Match Reauirement If applicable, Contractor agrees that for any amount awarded in excess of $300,000 in CCPD funds will be required to contribute matching funds which shall be 25% of the total Program Funds as outlined in Section 2.1. Matching funds must be for the sole purpose of paying or reimbursing costs associated with the program scope as outlined in Exhibit B. Contractor agrees to report matching funds along with request for reimbursement documentation as outlined in Section 2. 3. Term 3.1 This Agreement shall commence upon October 1, 2024 ("Effective Date"), and shall end on December 31, 2027("End Date"). With the exception of an extension, as outlined in Section 3.2, all of Contractor's expenditures and program services under this Agreement must be completed during the project term period October 1, 2024 — September 30, 2027. The City reserves the right to withhold the final Request for Reimbursement until all required documents have been provided by the Contractor to the City. All final reports for this agreement must be received by October 15, 2027. 3.2 Request for Extension The City in its sole and exclusive discretion may extend the End Date of this Agreement in order for the Contractor to conclude all work and fulfill objectives set forth in Exhibit A. The Contractor agrees that this is not an increase of funds. To request an extension, Contractor must provide written justification for the request no later than July 15, 2027. The City reserves the right to decline any extension request that is not in the best interest of the City. 3.3 Liquidation Period Contractor agrees that no additional costs can be incurred after September 30, 2027. Contractor has until November 30, 2027 to liquidate accrued expenditures that occurred during the project term period October 1, 2024 — September 30, 2027. To receive reimbursement, Contractor agrees to report liquidated expenses using the Exhibit C form and provide backup documentation by November 30, 2027. 4. Program Performance 4.1 Contractor agrees to maintain full documentation supporting the performance of the work and fulfillment of the objectives set forth in Exhibit "A." 4.2 [Omitted] 4.3 Program Performance Report Contractor agrees to provide a Program Performance Report (Exhibit D) to document the performance of work as described in the Project Plan and Scope of Work. The Exhibit D shall document details of the quarterly progress toward outcome objectives achieved in support of the CCPD goals and zip code data for unduplicated participants. The program reports shall be submitted to City as identified in the report schedule in Section 2.4. 4.4 Corrective Action Plan Contractor agrees to complete a Corrective Action Plan ("CAP") in the event of two (2) consecutive quarter submissions, or (6) consecutive errors in a given quarter for incomplete or incorrect submissions of Exhibit C or Exhibit D reports. A Corrective Action Plan may also be implemented in response to monitoring findings, recurring late submissions of Exhibit C and Exhibit D reports, failure to take corrective actions, and responding to audit reports by the City. The CAP will contain the identified issue found by the City, how the Contractor will correct that issue, who the responsible person will be to ensure completion, and a target completion date. An example of this form is attached as Exhibit "F". 4.5 Monitoring Visits Contractor agrees that the City may conduct a monitoring visit to assess the risk of City funds and Contractor performance at any time during the duration of this Agreement. The City will notify the Contractor of an upcoming monitoring visit and provide instructions of what to prepare. The Contractor agrees to respond to any monitoring findings identified by the City through a Corrective Action Plan. 4.6 Non -Responsiveness Contractor agrees to provide corrective action to all findings or revisions identified by the City during the duration of this Agreement. If, by the last day of the same month a corrective action is identified by the City, and a response is not provided by the Contractor, the City will document further corrective action and send a Non -Compliance letter notifying the Contractor's duly authorized representative of compliance issues, requested resolution, or a possible suspension of program funding. 4.7 The final Exhibit D-Program Performance Report will be due October 15, 2027. 4.8 A representative of the program from the Contractor shall attend quarterly meetings of the Crime Control and Prevention District Board as requested. 5. Default and Termination 5.1 This Agreement is wholly conditioned upon the actual receipt by City of Program Funds from the CCPD. All monies distributed to Contractor hereunder shall be exclusively from monies received from the CCPD, and not from any other monies of City. In the event that funds from the CCPD are not received in whole or in part, City may, at its sole discretion, terminate this Agreement and City shall not be liable for payment for any work or services performed by Contractor under or in connection with this Agreement. 5.2 In the event no funds or insufficient funds are appropriated by the City in any fiscal year for any payments due hereunder, City will notify Contractor of such occurrence and this Agreement shall terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to the City of any kind whatsoever, except as to the portions of payments herein agreed upon for which funds have been appropriated. 5.3 The City may terminate this Agreement at any time and for any reason by providing the other party with at least thirty (30) days' written notice of termination. 5.4 Termination will be effected by delivering to Contractor written notice of termination. Upon Contractor's receipt of notice of termination, Contractor shall: (a) Stop work under the Agreement on the date and to the extent specified in the notice of termination; (b) Place no further order or subcontracts, except as may be necessary for completion of the work not terminated; (c) Terminate all orders and contracts to the extent that they relate to the performance of the work terminated by the notice of termination; and (d) Cease expenditures of Program Funds, except as may be necessary for completion of the work not terminated. 5.5 In the event City suspends or terminates this Agreement, Contractor expressly waives any and all rights to monetary damages, including but not limited to actual, consequential, and punitive damages, court costs and attorney's fees. 5.6 Within thirty (30) days following the date of termination of this Agreement, Contractor shall return to City any property provided hereunder. City will have no responsibility or liability for Contractor's expenditures or actions occurring after the effective date of termination of the Agreement. 6. Eauipment and Maintenance All equipment purchased with Program Funds must meet all eligibility requirements of the City. Contractor shall maintain all equipment used in the administration and execution of the Program. Contractor shall maintain, replace, or repair any item of equipment used in support of the Program, or for use under the terms of this Agreement that no longer functions or is lost or stolen. The cost for maintenance, replacement or repair of any equipment used in support of Program and/or for use under the terms of this Agreement is the sole responsibility of Contractor. Contractor shall not use Program Funds to repair or replace said equipment. Contractor shall use any and all equipment purchased with Program Funds exclusively in support of the Program. Within 10 days following the purchase of equipment, Contractor shall submit to City a detailed inventory of all equipment purchased with Program Funds to the CCPD Partners Unit at the address set forth in Section 2.2. The equipment inventory shall include an itemized description of each piece of equipment, the date each piece of equipment was purchased, the cost of purchase for each piece of equipment, and the location of each piece of equipment. 7. Administrative Reauirements 7.1 Contractor agrees to keep sufficient records to document its adherence to applicable local, state, and federal regulations, along with documentation and records of all receipts and expenditures of Program Funds and to allow for reasonable audits of such records during regular business hours, at the expense of the City or Contractor, with such audit to be performed by an auditor selected by the City or the Board. All records shall be retained for a minimum of three (3) years following the termination or completion of this Agreement. City or its representatives shall have the right to investigate, examine, and audit at any time any and all such records relating to operations of Contractor under this Agreement. Contractor, its officers, members, agents, employees, and subcontractors, upon demand by City, shall make such records readily available for investigation, examination, and audit. In the event of such audit by City, a single audit of all Contractor's operations will be undertaken and may be conducted either by City (performed by staff in the Police Department or the City's Internal Audit Department) or an independent auditor approved by the City or Board. Contractor shall submit a copy of any audit performed by their independent auditor within 30 days of receipt of the final audit report. 7.2 If any audit reveals a questioned practice or expenditure, City shall notify Contractor as soon as reasonably practical. Contractor shall have up to fifteen (15) days to provide City with a written explanation and any supporting documentation regarding practice or expenditure. If Contractor fails to resolve or cure the questioned practice or expenditure to the City's satisfaction within the fifteen (15) day period, City reserves the right to withhold further Program Funds under this and/or future agreement(s) with Contractor. 7.3 If, as a result of any audit, it is determined that Contractor misused, misapplied or misappropriated all or any part of the Program Funds, Contractor agrees to reimburse City the amount of such monies misused, misapplied or misappropriated, plus the amount of any sanction, penalty, or other charge levied against City because of such misuse, misapplication or misappropriation. 7.4 Contractor's obligation to City shall not end until all closeout requirements are completed. The closeout requirements shall include, but are not limited to the following: providing final Exhibit C and Exhibit D reports making final payments, and disposing of the Program assets as appropriate, if deemed required by the City in its sole discretion. 7.5 Contractor covenants and agrees to fully cooperate with City in monitoring the effectiveness of the services and work to be performed by Contractor under this Agreement, and City shall have access at all reasonable hours to offices and records of Contractor, its officers, members, agents, employees, and subcontractors for the purpose of such monitoring. 7.6 Throughout the term of this Agreement and for up to three months after its expiration, the City may periodically request, and the Contractor will be required to provide, information for the purposes of evaluating the overall effectiveness of Crime Control and Prevention District (CCPD) funding. This information will include, but may not be limited to, the zip -codes of participating individuals of the program(s) receiving CCPD funding. Requested information will consist solely of aggregated data without any personal identifiers. Further, any information requested will not be used in a way that would violate local, state, or federal statutes, regulations, or policies. 7.7 If the Contractor maintains the information the City is requesting, the Contractor shall provide the requested information to the City within 30 days of receipt of the request. If the Contractor does not maintain the requested information as of the date it receives the City's request, the Contractor shall begin collecting such information as of that date, shall provide an initial response regarding that information within sixty days, and shall thereafter update that information upon request. 7.8 If necessary, an amendment may be brought forward to identify additional specific metrics that Contractor will be required to maintain and provide to the City to evaluate the effectiveness of the Crime Control and Prevention District Funding. Section 7 shall survive the expiration or termination of this Agreement. 8. Indenendent Contractor 8.1 Contractor shall operate hereunder as an independent contractor and not as an officer, agent, servant, or employee of City. Contractor shall have exclusive control of, and the exclusive right to control, the details of the work and services performed hereunder, and all persons performing same, and shall be solely responsible for the acts and omissions of its officers, members, agents, servants, employees, subcontractors, program participants, licensees, or invitees. The doctrine of respondeat superior shall not apply as between City and Contractor, its officers, members, agents, servants, employees, subcontractors, program participants, licensees, or invitees, and nothing herein shall be construed as creating a partnership or joint enterprise between City and Contractor. No federal, state, or local income tax, nor any payroll tax of any kind, shall be withheld or paid by City on behalf of Contractor. Contractor shall not be treated as an employee with respect to the services performed pursuant to this Agreement for federal or state tax purposes. It is expressly understood and agreed that officers, members, agents, employees, subcontractors, licensees, or invitees of Contractor, and any program participants hereunder are not eligible for, and shall not participate in any employer pension, health, or other fringe benefit plan provided by City. It is expressly understood and agreed that City does not have the legal right to control the details of the tasks performed hereunder by Contractor, its officers, members, agents, employees, subcontractors, program participants, licensees, or invitees. 8.2 City shall in no way nor under any circumstances be responsible for any property belonging to Contractor, its officers, members, agents, employees, subcontractors, program participants, licensees, or invitees, which may be lost, stolen, destroyed, or in any way damaged. 9. Liability and Indemnification CONTRACTOR SHALL BE LIABLE AND RESPONSIBLE FOR ANYAND ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CA USED BY THE NEGLIGENT ACTS) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONTRACTOR, ITS OFFICERS, AGENTS, SERVANTS OR EMPLOYEES. CONTRACTOR AGREES TO DEFEND, INDEMNIFY, AND HOLD THE CITY, ITS OFFICERS, AGENTS, SERVANTS, AND EMPLOYEES HARMLESS AGAINST ANY AND ALL CLAIMS, LAWSUITS, ACTIONS, COSTS, AND EXPENSES OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, THOSE FOR PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO OWNER'S BUSINESS AND ANY RESULTING LOST PROFITS) AND/OR PERSONAL INJURY (INCLUDING DEATH) THAT MAYRELATE TO, ARISE OUT OF, OR BE OCCASIONED BY (I) CONTRACTOR'S BREACH OF ANY OF THE TERMS OR PROVISIONS OF THIS AGREEMENT OR (II) ANY NEGLIGENT ACT OR OMISSION OR INTENTIONAL MISCONDUCT OF CONTRACTOR, ITS OFFICERS, AGENTS, ASSOCIATES, EMPLOYEES, CONTRACTORS (OTHER THAN THE CITY), OR SUBCONTRACTORS RELATED TO THE PERFORMANCE OF THIS AGREEMENT; EXCEPT THAT THE INDEMNITYPROVIDED FOR IN THIS SECTION SHALL NOT APPLY TO ANY LIABILITY RESULTING FROM THE SOLE NEGLIGENCE OF THE CITY OR ITS OFFICERS, AGENTS, EMPLOYEES, OR SEPARATE CONTRACTORS, AND IN THE EVENT OF JOINT AND CONCURRENT NEGLIGENCE OF BOTH CONTRACTOR AND CITY, RESPONSIBILITY, IFANY, SHALL BE APPORTIONED COMPARATIVELY IN ACCORDANCE WITH THE LAWS OF THE STA TE OF TEXAS. NOTHING HEREIN SHALL BE CONSTR UED AS A WAIVER OF THE CITY'S GOVERNMENTAL IMMUNITY AS FURTHER PROVIDED BY THE LAWS OF TEXAS. Contractor shall require all of its subcontractors to include in their subcontracts a release and indemnity in favor of City in substantially the same form as above. Section 9 shall survive the expiration or termination of this Agreement. 10. Non-AssiLynment No assignment or delegation of duties under this Agreement by Contractor shall be effective without City's prior written approval. 11. Prohibition Against Interest 11.1 No member, officer, or employee of the City, or its designees or agents; no member of the governing body of the locality in which the Program is situated; and no other public official of such locality or localities who exercises any functions or responsibilities with respect to the Program during this tenure or for one year thereafter, shall have any interest, direct or indirect, in any contract or subcontract, or the proceeds thereof, for work to be performed hereunder. Contractor shall incorporate, or cause to be incorporated, like language prohibiting such interest, in all contracts and subcontracts hereunder. 11.2 No officer, employee, member, or program participant of Contractor shall have a financial interest, direct or indirect, in this Agreement or the monies transferred hereunder, or be financially interested, directly or indirectly, in the sale to Contractor of any land, materials, supplies, or services purchased with any funds transferred hereunder, except on behalf of Contractor, as an officer, employee, member, or program participant. Any willful violation of this paragraph with the knowledge, expressed or implied, of Contractor or its subcontractors, shall render this Agreement voidable by City of Fort Worth. 12. Nondiscrimination 12.1 In accordance with the federal, state, and local laws and ordinances, Contractor covenants that neither it nor any of its officers, members, agents, employees, program participants, or subcontractors, while engaged in performing this Agreement shall in connection with the employment, advancement, or discharge of employees, in connection with the terms, conditions, or privileges of their employment, discriminate against persons because of their age, except on the basis of a bona fide occupational qualification, retirement plan, statutory requirement, or statutory or ordinance exception. 12.2 Contractor will not unlawfully discriminate against any person or persons because of age, race, color, religion, sex, disability, national origin, or sexual orientation, nor will Contractor permit its officers, members, agents, employees, subcontractors, or program participants to engage in such discrimination. IF ANY CLAIM ARISES FROM AN ALLEGED VIOLATION OF THIS NON- DISCRIMINATION COVENANT BY CONTRACTOR, ITS PERSONAL REPRESENTATIVES, ASSIGNS, SUBCONTRACTORS OR SUCCESSORS IN INTEREST, CONTRACTOR AGREES TO ASSUME SUCH LIABILITY AND TO INDEMNIFY AND DEFEND THE CITY AND HOLD THE CITY HARMLESS FROM SUCH CLAIM. Section 12 shall survive the expiration or termination of this Agreement. 13. Compliance 13.1 Contractor, its officers, members, agents, employees, program participants, and subcontractors, shall abide by and comply with all laws, federal, state and local, including all ordinances, rules and regulations of City. If City calls to the attention of Contractor in writing to any such violation on the part of Contractor or any of its officers, members, agents, employees, subcontractors or program participants, then Contractor shall immediately desist from and correct such violation. 13.2 Contractor shall utilize Program Funds strictly for those purposes and goals intended under the terms and conditions of this Agreement. If City calls the attention of Contractor in writing to any such violations on the part of Contractor or any of its officers, members, agents, employees, program participants or subcontractors, then Contractor shall immediately desist from and correct such violation. 14. Governmental Powers It is understood that be execution of this Agreement, the City does not waive or surrender any of its governmental powers. 15. Waiver of Immunitv If Contractor is a charitable or nonprofit organization and has or claims an immunity or exemption (statutory or otherwise) from and against liability for damages or injury, including death, to persons or property, Contractor hereby expressly waives its rights to plead defensively such immunity or exemption as against City. This section shall not be construed to affect a governmental entity's immunities under constitutional, statutory, or common law. 16. Insurance Requirement 16.1 Coverages and Limits — Contractor 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 of any work pursuant to this Agreement: (a) Commercial General Liability (CGL): Contractor is self -insured. Contractor will furnish a Certificate of Self -Insurance in lieu of the required general liability insurance certificate. (b) Non -Profit Organization Liability or Directors & Officers Liability: $1,000,000 per occurrence, with a $1,000,000 annual aggregate limit, in a form that is acceptable to the City's Risk Manager. (c) Automobile Liability: (If Contractor owns or operates vehicles under Scope of Services) $1,000,000 each accident on a combined single limit basis OR split limits are acceptable if limits are at least $250,000 Bodily Injury per person, $500,000, Bodily Injury per accident and $100,000 Property Damage. (d) Any other insurance the City may reasonably require to protect the interest of the City. 16.2 Contractor's insurer(s) must be authorized to do business in the State of Texas for the lines of insurance coverage provided and be currently rated in terms of financial strength and solvency to the satisfaction of the City's Risk Manager. All insurers must have minimum rating of A-VII in the current A.M. Best Key Rating Guide, or have reasonably equivalent financial strength and solvency to the satisfaction of Risk Management. If the rating is below that required, written approval of Risk Management is required. 16.3 Each insurance policy required herein shall be endorsed with a waiver of subrogation in favor of the City. Each insurance policy required by this Agreement, except for policies of worker's compensation or accident/medical insurance shall list the City as an additional insured. City shall have the right to revise insurance coverage requirements under this Agreement. 16.4 Contractor further agrees that it shall comply with the Worker's Compensation Act of Texas and shall provide sufficient compensation insurance to protect Contractor and City from and against any and all Worker's Compensation claims arising from the work and services provided under this Agreement. Contractor will furnish a Certificate of Self -Insurance in lieu of the required Worker's Compensation insurance certificate. 16.5 A minimum of thirty (30) days' notice of cancellation or reduction in limits of coverage shall be provided to the City. At least ten (10) days' notice shall be acceptable in the event of non- payment of premium. Notice shall be sent to the Risk Manager, City of Fort Worth, 100 Fort Worth Trail, 76102, with copies to the City Attorney at the same address. 16.6 Any failure on the part of the City to request required insurance documentation shall not constitute a waiver of the insurance requirement. 16.7 Certificates of Insurance evidencing that the Contractor has obtained all required insurance shall be delivered to the City prior to Contractor proceeding with any work pursuant to this Agreement. 17. Miscellaneous Provisions 17.1 The provisions of this Agreement are severable, and, if for any reason a clause, sentence, paragraph, or other part of this Agreement shall be determined to be invalid by a court or federal or state agency, board, or commission having jurisdiction over the subject matter thereof, such invalidity shall not affect other provisions which can be given effect without the invalid provision. 17.2 City's failure to insist upon the performance of any term or provision of this Agreement or to exercise any right herein conferred shall not be construed as a waiver or relinquishment to any extent of City's right to assert or rely upon any such term or right on any future occasion. 17.3 Should any action, whether real or asserted, at law or in equity, arise out of the execution, performance, attempted performance or non-performance of this Agreement, venue for said action shall lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. 17.4 Contractor represents that it possesses the legal authority, pursuant to any proper, appropriate and official motion, resolution, or action passed or taken, to enter into this Agreement and to perform the responsibilities herein required. 17.5 This written instrument and attached exhibits constitute the entire agreement between the parties concerning the work and services to be performed hereunder, and any prior or contemporaneous, oral or written agreement which purports to vary from the terms hereof shall be void. 17.6 Any amendments to the terms of this Agreement must be in writing and must be signed by authorized representatives of each party. 17.7 None of the performance rendered under this Agreement shall involve, and no portion of the Program Funds received hereunder shall be used, directly or indirectly, for the construction, operations, maintenance, or administration of any sectarian or religious facility or activity, nor shall said performance rendered or funds received be utilized so as to benefit, directly or indirectly, any such sectarian or religious facility or activity. 17.8 The parties acknowledge that each party and its counsel have had the opportunity to review this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Agreement or exhibits hereto. 17.9 Captions and headings used in this Agreement are for reference purposes only and shall not be deemed a part of this Agreement. 17.10 The provisions and conditions of this Agreement are solely for the benefit of City and Contractor and are not intended to create any rights, contractual or otherwise, to any other person or entity. 17.11 Contractor certifies that it has obtained a 501(c)(3) Certificate from the Internal Revenue Service. Contractor shall notify City in writing of any changes to its 501(c)(3) tax-exempt status during the term of this Agreement. 17.12 Contractors are required to ensure criminal background screenings are conducted for all volunteers or employees who will be working with children under the proposed program. All criminal background checks shall be compliant with Texas Department to Family and Protective Services standard, the Texas Administrative Code and all other applicable law. Contractors will be responsible for ensuring criminal background screening is conducted and maintain appropriate records, which will be subject to review by the City. CONTRACTORS SHALL INDEMNIFY, DEFEND, AND HOLD CITY HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY CONTRACTOR, CONTRACTOR'S EMPLOYEES, SUBCONTRACTORS, AGENTS, OR LICENSEES. 18. Notice Notices to be provided hereunder shall be sufficient if forwarded to the other party by hand - delivery or via U.S. Postal Service certified mail, postage prepaid, to the address of the other party shown below: CITY: William Johnson, Assistant City Manager City Manager's Office City of Fort Worth 100 Fort Worth Trail Fort Worth, TX 76102 Copies To: CCPD Partners Unit Financial Management Division Bob Bolen Public Safety Complex 505 West Felix St. Fort Worth, TX 76115 City Attorney's Office Attn: Police Contracts 100 Fort Worth Trail Fort Worth, TX 76102 CONTRACTOR: Guardianship Services, Inc. Lyn Scott, Executive Director 1125 College Ave Fort Worth, TX 76104 19. Counterparts: Electronically Transmitted Signature This Agreement, as well as any associated exhibits or documents, including RFR's and Requests for Budget Modifications may be executed in one or more counterparts, each of which when so executed and delivered shall be considered an original, but such counterparts shall together constitute one and the same instrument and agreement. Any signature delivered by a party by facsimile or other electronic transmission (including email transmission of a portable document file (pdf) or similar image) shall be deemed to be an original signature hereto. 20. Immigration and Nationalitv Act Contractor shall verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). Upon request by City, Contractor shall provide City with copies of all I-9 forms and supporting eligibility documentation for each employee who performs work under this Agreement. Contractor shall adhere to all Federal and State laws as well as establish appropriate procedures and controls so that no services will be performed by any Contractor employee who is not legally eligible to perform such services. CONTRACTOR SHALL INDEMNIFY, DEFEND, AND HOLD CITY HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY CONTRACTOR, CONTRACTOR'S EMPLOYEES, SUBCONTRACTORS, AGENTS, OR LICENSEES. City, upon written notice to Contractor, shall have the right to immediately terminate this Agreement for violations of this provision by Contractor. 21. No Bovcott of Israel. If Contractor has fewer than 10 employees or the Agreement is for less than $100,000, this section does not apply. Contractor acknowledges that in accordance with Chapter 2271 of the Texas Government Code, City is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. The terms "boycott Israel" and "company" shall have the meanings ascribed to those terms in Chapter 2271 of the Texas Government Code. By signing this Addendum, Contractor certifies that Contractor's signature provides written verification to City that Contractor: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the Agreement. 22. Prohibition on Discrimination Against Firearm and Ammunition Industries. Contractor acknowledges that except as otherwise provided by Chapter 2274 of the Texas Government Code, the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the City with a company with 10 or more full-time employees unless the contract contains a written verification from the company that it: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate during the term of the contract against a firearm entity or firearm trade association. To the extent that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this Agreement, Contractor certifies that Contractor's signature provides written verification to the City that Contractor: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate against a firearm entity or firearm trade association during the term of this Agreement. 23. Prohibition on BovcottinLy Ener2v Comuanies Contractor acknowledges that in accordance with Chapter 2276 of the Texas Government Code, the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more that is to be paid wholly or partly from public funds of the City with a company with 10 or more full-time employees unless the contract contains a written verification from the company that it: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of the contract. To the extent that Chapter 2276 of the Government Code is applicable to this Agreement, by signing this Agreement, Contractor certifies that Contractor's signature provides written verification to the City that Contractor: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of this Agreement. 24. Electronic Signatures This Agreement may be executed by electronic signature, which will be considered as an original signature for all purposes and have the same force and effect as an original signature. For these purposes, "electronic signature" means electronically scanned and transmitted versions (e.g. via pdf file or facsimile transmission) of an original signature, or signatures electronically inserted via software such as Adobe Sign. [SIGNATURE PAGE FOLLOWS] [REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK] Effective as of the date signed by the Assist nt City Manager below. City: By: William Johnson (0 t22,202418:22CDT) Name: William Johnson Title: Assistant City Manager Date: Oct 22, 2024 CONTRACTOR: Guardianship Services, Inc. By: s� Name: Lyn Scott Title: Executive Director Date: Oct 22, 2024 CITY OF FORT WORTH INTERNAL ROUTING PROCESS: Approval Recommended: By: Robert Alldre ge (OCt 22, 202416:40 CDT) Name: Robert A. Alldredge Jr. Title: Executive Assistant Chief of Police Approved as to Form and Legality: By: Name: Andrea Phillips Title: Assistant City Attorney Contract Authorization: M&C: 24-0761 Approved: 9/ 17/2024 1295: 2024-1200128 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. By: Name: Elizabeth Garza Title: CCPD Partners Manager City Secretary By: lf� Name: Jannette S. Goodall Title: City Secretary OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX 8/19/24, 1:24 PM Print/Preview FORTWORTH® Powered by ZoomGrantsT"" and Fort Worth Police Department FY24 CCPD RFP Proqram Grants Deadline: 7/8/2024 Exhibit A: ZoomGrants Program Narrative Guardianship Services. Inc. Victims Services. Financial Exploitation Prevention Center Jump to: Concept Paper Narrative Proiect Plan & Budaet Uploaded Documents $ 300.000.00 Reauested Submitted: 3/28/2024 12:12:40 PM (Pacific) Project Contact Diane Wolfe dwolfe(a)auardianshipservices.ora Tel: 817-480-2226 Additional Contacts Iscott(o)auardianshipservices.orq Concent Paper top 1. Agency Legal Name Guardianship Services, Inc. Guardianship Services., Inc. PO Box 11481 Fort Worth, TX 76110 United States Executive Director Lyn Scott Iscott@guardianshipservices.org Telephone817-921-0499 x 103 Fax 817-921-0680 Web httns://www.guardianshinservices.org/ 2. Contact Person Name, Phone, Email Diane Wolfe, CFRE, 817-480-2226, dwolfe@guardianshipservices.org 3. Agency's Annual Non-CCPD Revenue 2,332,220 4. What Districts will this project serve? Check all that apply. L7 District 2 0 District 3 0 District 4 0 District 5 0 District 6 0 District 7 0 District 8 0 District 9 0 District 10 0 District 11 5. What is the mission of your agency? Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianship and supports and services for aging and other at -risk adults in Tarrant County. 6. What is the target group for this project? Adults ages 65 and older, one in 10 Fort Worth residents, are the target group for this project. While all Fort Worth https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842F1E32A7B 1/15 8/19/24, 1:24 PM Print/Preview adults will be eligible, outreach will focus on the 76102, 76104, 76105, 76116, 76117, and 76119 ZIP codes in which above -average rates of persons living with cognitive difficulty are reported. Because older adults have had a lifetime to save and hold an estimated 70% of wealth in the U.S., seniors like Frank are targets of fraud and financial exploitation. Frank was a gifted educator, a brilliant man with three master's degrees earned from the finest universities in Texas. After a long career in public education, he retired in comfort, lacking nothing. Nothing, that is, except family. When he reached retirement age, Frank was alone in the world —alone and vulnerable. Today one in five Americans ages 65 and older are also aging alone. As the years passed, Frank slipped silently under dementia's sway. Without family to protect his interests, he fell prey to financial exploitation and was left all but destitute. Inspired by Frank and vulnerable seniors like him, GSI created the Financial Exploitation Prevention Center of Tarrant County in 2016. The Center, a partnership with the Tarrant County Criminal District Attorney, Adult Protective Services, and others, works to prevent and prosecute financial crimes against aging and vulnerable adults. Services are coordinated by GSI. To date, the Center has helped victims recover more than $2 million in rest 7. What is the crime/safety problem you are addressing? The Financial Exploitation Prevention Center fights crime including elder fraud and exploitation, a growing threat to seniors. Fort Worth crime statistics submitted to the FBI National Incident -Based Reporting System show aging adults, who make up approximately 10% of population, are disproportionately affected by fraud and financial crimes. In 2022, older residents ages 60 and older were the victims of: 37% of 251 wire fraud offenses 37% of 251 false pretenses/swindle/confidence game offenses 40% of 324 Counterfeiting/forgery offenses 19% of 569 credit card/automated teller machine fraud offenses Because an estimated 85% of victims never report offenses, crime statistics do not accurately reflect the scale of elder fraud and financial exploitation in Fort Worth. Victims may be silenced by shame or because the perpetrator is a relative or provides needed care, according to research published by AARP. By conservative estimates, one in 10 older Americans falls prey to fraud, and one in 20 suffers financial exploitation by a caregiver. These figures suggest thousands of cases in Fort Worth, resulting in millions in losses, given average losses of $35,101 per victim reported by the FBI Internet Crime Complaint Center for the year 2022. The cost of these crimes is often victims' living savings —and more. Research links financial crimes against the elderly to higher 5-year mortality rates, making prevention a matter of life and death. 8. What are the causes of the crime/safety problem identified in the previous question? A 2018 Securities and Exchange Commission report cited three factors in rising rates of financial crimes against aging Americans: cognitive effects of aging, the shift to self -managed retirement funds, and the graying of America. Wealth is concentrated among older Americans, and those with cognitive difficulties may struggle to protect their assets. "The shift from defined benefit to defined contribution plans has placed responsibility onto the elderly themselves to manage their retirement savings —ironically just at a time in their lives when their ability to do so may become impaired," according to the 2018 SEC report. The rising numbers of aging Americans are another factor. By 2034, older adults will outnumber children in the U.S. for the first time in history. Driven by these factors, rates of elder fraud and financial exploitation have more than doubled since the pandemic began. "Loneliness, social distancing, dependence on others and the quick adoption of online banking technologies all contributed to the rapid growth of elder financial fraud," according to a 2022 report published by AARR Prevention remains the best remedy. Public education, combined with the services of a knowledgeable liaison dedicated to helping seniors and law enforcement work together to prosecute offenders, can reduce the harm done by these crimes. 9. How does your strategy address those causes? Guardianship Services, Inc. will dedicate a full-time position to victim services of the Financial Exploitation Prevention https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 2/15 8/19/24, 1:24 PM Print/Preview Center. This team member, an experienced criminal justice professional, will work to reduce crime through prevention efforts, assist in reporting and prosecution of these crimes, and help victims rebound by coordinating services of Center partners. Program goals are: Prevent financial crimes against older residents through public education Support reporting, investigation and prosecution of crimes that do occur Strengthen police/community relations by acting as a liaison between seniors and Fort Worth police. Activities would include: Prevent financial crimes against older residents with high -value public education. Address the harm of fraud and financial exploitation through victim services/liaison activities delivered according to the following framework. Respond: monitor the Center call line, respond promptly to calls from the public and referrals from community partners, and support Center clients with culturally -competent services tailored to their needs. Research: document facts of the case and client needs for law enforcement, Adult Protective Services and other investigative agencies, and social service partners. Report: encourage reporting, acting as a liaison between victims and law enforcement agencies. Refer: help victims access social and other services. 10. What measurable impact will your strategy have related to crime and safety? The program will build on Guardianship Services Inc.'s experience as coordinating agency in the Financial Exploitation Prevention Center of Tarrant County, an alliance with the Tarrant County Criminal District Attorney's office and the community of aging and disability services providers, to prevent crime and achieve the following measurable impacts: Deter financial crimes against the elderly through increased reporting and prosecution, thereby reducing or recovering losses through liaison and navigation services that help victims pursue justice. Goal will be to achieve a 5% increase in reporting of these offenses, a vital first step to prosecutions or civil judgments that deter crime. Prevent crime through public education, as measured in numbers of older residents participating in fraud awareness education that reduces risky behavior, such as hand -shake agreements with contractors or forgoing estate and other legal or financial planning that can protect vulnerable, older adults. Education and outreach activities will give emphasis to vulnerable neighborhoods, including the 76102, 76104, 76105, 76116, 76117, and 76119 ZIP codes. Center staff will work with Fort Worth police divisions to coordinate education and outreach to 10 community groups or centers annually, strengthening police/community relations through enhanced community ties, collaboration, and Center liaison services. Narrative top 1. Please select the CCPD Goal(s) your project addresses. YJ Reduce crime through prevention projects J Reduce crime through intervention projects J Increase safety through Direct Neighborhood Projects J Increase safety through youth crime prevention projects J Increase safety through youth crime intervention projects 2. Select entity type Y! Private Non -Profit 501 c3 J Public Non -Profit 3. Does your project address the Special Emphasis: <I>Police/Community Relations</i> or <i>Violent Crime Prevention</i>? Y Yes J No https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 3/15 8/19/24, 1:24 PM Print/Preview 4. Which Council Districts will this project serve? Mark all that apply. District 2 District 3 District 4 '! District 5 District 6 Y District 7 District 8 Y District 9 District 10 Y District 11 5. Provide a brief summary of your project's activities and objectives (up to 375 characters). The project will add a full-time victim services position to the Financial Exploitation Prevention Center at Guardianship Services, Inc. The team member, a crime prevention specialist, will work to prevent financial crimes against older residents, increase reporting of offenses, coordinate victim services, and improve police/community relations. 6. What is the crime/safety situation the target group faces? Please explain the extent of the problem and what causes it to persist. Support your description with good sources. Elder fraud and financial exploitation, theft by deception or the illegal or improper use of an older adult's income or assets, threatens the financial security and welfare of more than one in 10 Fort Worth residents. Three out of every four older adults report being targeted by an attempt at fraud in the last two years, and 30% say they have fallen victim to at least one scam, according to findings of the University of Michigan National Poll on Healthy Aging published in November 2023. These rates suggest thousands of cases in Fort Worth with millions in losses annually, given average losses of $35,101 per victim reported by the FBI Internet Crime Complaint Center for the year 2022. Because 74% of victims never report elder financial fraud or exploitation, according to estimates by Texas Adult Protective Services, official crime statistics cannot capture the full scope of these crimes. Many victims are silenced by shame or because the perpetrator is a relative or provides needed care, according to "The Scope of Elder Financial Exploitation: What It Costs Victims," a report published by AARP in June 2023. Despite underreporting, Fort Worth crime statistics submitted to the FBI National Incident -Based Reporting System show aging adults, who make up approximately 10% of the city's population, are disproportionately affected by fraud and financial crimes. In 2022, Fort Worth residents ages 60 and older were the victims of: • 37% of 251 wire fraud offenses • 37% of 251 false pretenses/swindle/confidence game offenses • 40% of 324 counterfeiting/forgery offenses • 19% of 569 credit card/automated teller machine fraud offenses "Elder Financial Exploitation," a 2018 Securities and Exchange Commission white paper, cited three factors in rising rates of financial crimes against aging Americans: the cognitive effects of aging, the shift to self -managed retirement funds, and the growing numbers of older Americans. Driven by these factors, rates of elder fraud and financial exploitation have more than doubled since the pandemic began, according to "Responding to the Pandemic -Era Uptick in Financial Exploitation," an AARP report issued in October 2022. The cost of these crimes is often victims' life savings —and more. Research links fraud victimization "with hospitalization, loss of independence, depression, suicide, and early mortality," according to "Vulnerability of Older Adults to Government Impersonation Scams," a study reported September 22, 2023 on JAMA Open Network. These risks to life and health make prevention of elder fraud and financial exploitation a matter of life and death. 7. What is the target population? Please include characteristics to describe their circumstances and how the crime or safety situation affects them. Seniors ages 65 and older, one in 10 Fort Worth residents, are the target group for this project. While all older Fort Worth adults will be eligible, outreach will focus on older adults living in low- to moderate -income Fort Worth neighborhoods. Because older adults have had a lifetime to save and hold an estimated 70% of wealth in the U.S., seniors like Frank https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842F1E32A7B 4/15 8/19/24, 1:24 PM Print/Preview are frequent targets of fraud and financial exploitation. Frank was a gifted educator, a brilliant man with three master's degrees earned from the finest universities in Texas. After a long career in public education, he retired in comfort, lacking nothing. Nothing, that is, except family. When he reached retirement age, Frank was alone in the world —alone and vulnerable. More than one in five Americans ages 60 and older live alone, according to "Religion and Living Arrangements Around the World," a 2019 study by Pew Research Center. As the years passed, Frank slipped silently under dementia's sway. Without family to protect his interests, he fell prey to financial exploitation and was left all but destitute. Inspired by Frank and vulnerable seniors like him, GSI created the Financial Exploitation Prevention Center in 2016. The Center —an alliance of the Tarrant County Criminal District Attorney, Adult Protective Services, and partners in aging and disability services —works to prevent and prosecute financial crimes against aging and vulnerable adults. Services are coordinated by GSI. To date, the Center has helped victims recover more than $2 million in restitution. Financial fraud and exploitation occurs across all socioeconomic groups, but "low-income older adults have a greater range of needs and experience more hardships, such as limited social support, mobility, and access to social services" that leave them more vulnerable, according to "The Money Smart for Older Adults Program: A Qualitative Study of the Participants' Financial Well -Being," a study published in the Journal of Gerontological Social Work in 2021. Low-income seniors can least afford to lose income, so activities are centered in neighborhoods with higher than average rates of senior poverty, including the 76102, 76104, 76105, 76106, 76110, 76112, 76115, 76116, 76119, and 76164 ZIP codes. Up to 30.2% of adults ages 65 and older in targeted ZIP codes live below the poverty line, according to data available on the Healthy North Texas website, an initiative of the DFWHC Foundation. The overall senior poverty rate for the City of Fort Worth is 10.6%, according to 2022 American Community Survey data available from the U.S. Census Bureau. Because research links fraud victimization with dangers ranging from depression to suicide and early mortality, efforts to prevent and end elder fraud and financial exploitation are a matter of life and death. 8. What action will you take to resolve the situation? Discuss how you will address the causes of the crime/safety problem described in Question 6. Please include: 1) What are the major activities; 2) How many will benefit; 3) How your project is unique & similar to other efforts; and 4) What sources were used to develop and inform your project. To address this situation, Guardianship Services, Inc. (GSI) will dedicate a full-time position to victim services of the Financial Exploitation Prevention Center. This team member will work to: 1. Reduce elder financial fraud or exploitation through crime prevention education 2. Help victims navigate the legal process and report crimes 3. Coordinate Center partners' social services for victims, and 4. Improve police/community relations as a liaison who unites victims and Fort Worth police in fighting crime. The project will allow GSI to redeploy a masters -level criminal justice professional currently serving in the agency's Tarrant County American Rescue Plan Act -funded Lifeline Friendly Visitor Program. More than 100 older adults annually will benefit directly, and all older residents-10% of Fort Worth's population —will benefit indirectly through program services that work to prevent elder financial fraud and exploitation and improve reporting of this category of crimes. Major activities would include: 1. Prevent financial crimes against older residents with public education. According to AARP, research shows consumers who are aware of a scam are 80% less likely to engage and 40% less likely to fall victim. To forewarn Fort Worth seniors, the victim services professional will coordinate outreach to 10 community groups or centers annually, working with Fort Worth police divisions to identify centers of community life in vulnerable neighborhoods, including the 76102, 76104, 76105, 76106, 76110, 76112, 76115, 76116, 76119, and 76164 ZIP codes, in each division. Residents will be encouraged to attend one of GSI's Money Smart+ financial literacy and fraud awareness workshops in Fort Worth. 2. Provide victim services that increase reporting, address the harm of fraud and financial exploitation, and strengthen police/community relations. Program services will be delivered according to the following framework. • Respond: monitor the Center call line, respond promptly to calls from the public and referrals from community partners, and support Center clients with culturally -competent services tailored to their needs. • Research: document facts of the case and client needs for law enforcement, Adult Protective Services and other https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842F1E32A7B 5/15 8/19/24, 1:24 PM Print/Preview investigative agencies, and social service partners. • Report: encourage reporting, acting as a liaison between victims and law enforcement agencies. • Refer: help victims access social and other services. The project brings an experienced crime prevention professional to the task and is informed by GSI's experience as coordinating agency for the Financial Exploitation Prevention Center —an alliance of the Tarrant County Criminal District Attorney, Adult Protective Services, and partners in aging and disability services —as well as data and research, including Fort Worth crime statistics reported to the FBI National Incident -Based Reporting System and sources cited in this proposal. 9. What are your anticipated results? Please include how the crime/safety situation will change and how you will measure success. The program will build on Guardianship Services Inc.'s experience as coordinating agency for the Financial Exploitation Prevention Center to prevent crime and achieve the following measurable impacts: 1. Prevent crime through public education, as measured in numbers of older residents participating in fraud awareness education and pre- and post -testing that measures learning. Education and outreach activities will reach at least 100 older adults annually and give emphasis to vulnerable neighborhoods, including the 76102, 76104, 76105, 76106, 76110, 76112, 76115, 76116, 76119, and 76164 ZIP codes. Center staff will work with Fort Worth police divisions to connect at least 10 community groups or centers with proven educational programming annually, strengthening police/community relations through enhanced community ties, collaboration, and Center liaison services. 2. Increase reporting of financial crimes against the elderly, a vital first step to prosecutions or civil judgments that deter crime, using liaison services that help victims navigate the criminal justice system. The goal is to achieve a 5% annual increase in reporting of these offenses because underreporting has consequences for communities and victims alike. "Victims' decisions to not call the police may fundamentally shape our understanding of the distribution of crimes, limit the protective and emotional support received by victims, undercut the deterrence capacity of the criminal justice system, and hamper scientific evaluation of policies directed at improving public safety. For these reasons, victims have been rightly described as the gatekeeper of the criminal justice system," researchers Min Xie and Eric P. Baumer warned in "Crime Victims' Decisions to Call the Police: Past Research and New Directions," published in the Annual Review of Criminology 2 in 2019. Progress will be measured by tracking offense reports by victims assisted under the program. The 5% goal will be calculated using the 2022 FBI National Incident -Based Reporting System statistics for wire fraud offenses, false pretenses/swindle/confidence game offenses, counterfeiting/forgery offenses, and credit card/automated teller machine fraud offenses committed against Fort Worth residents ages 60 and older as the baseline. 10. Why is your agency suited to lead this project? Please include your agency's experience, mission, partnerships, and nature of your services. Guardianship Services, Inc. (GSI) has worked to prevent and end abuse, neglect and exploitation of aging and other vulnerable adults since 1998. In 2016, GSI, the Tarrant County Criminal District Attorney, and more than 10 partners in aging and disability services created the Financial Exploitation Prevention Center. Its mission: prevent and prosecute fraud and financial exploitation of aging and other vulnerable adults and help victims rebound. The Center is based at GSI, which coordinates the services of partner agencies. More than $2 million in restitution has been paid to date through partners' efforts. The Center's partners and their roles include the following. Prevent and prosecute offenses: • Adult Protective Services • Tarrant County Criminal District Attorney • Aging and Disability Resource Center • Tarrant County Human Services and Probate Courts Help victim's rebound: • Alzheimer's Association • Area Agency on Aging • Arlington Urban Ministries • AARP Texas • Helping Restore Ability • Meals on Wheels, Inc. of Tarrant County • MHMR: My Health My Resources of Tarrant County • Pathfinders • SER, Jobs for Progress, Inc. https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842F1E32A7B 6/15 8/19/24, 1:24 PM • Sixty & Better, Inc. Print/Preview Recent cases demonstrate the wide range of Financial Exploitation Prevention Center victim services: A North Texas senior began an online relationship with a woman whose social media profile identified her as a U.S. Marine serving abroad. By the time his wife discovered their correspondence, he had sent more than $50,000 in cash, wire transfers and gift cards to an overseas scammer who had stolen a young Marine's identity. The victim was suicidal and his marriage was crumbling when his wife turned to the Financial Exploitation Prevention Center at GSI for help. Center staff worked with the family to stop another $137,000 wire transfer to the scammer and continue to follow the case, hoping the victim will cooperate with authorities and pursue the perpetrators of this scam, one of many the Federal Trade Commission warns are targeting veterans and patriotic Americans who support our troops. A 78-year-old homeowner needed accessibility modifications to her aging home and entered into a handshake agreement with a neighbor who had remodeling experience. He insisted on full payment in advance and accepted her life savings. Weeks later, she called the Financial Exploitation Prevention Center at GSI for help because the contractor started but refused to complete the work, leaving her home a shambles. Center staff helped the homeowner understand her options under the law, report to Fort Worth police, and pursue a case through small claims court. Center staff then recruited a local business and volunteers from the Fort Worth Police Department to clean up the home site, paint the home exterior, and make the house habitable while justice runs its course. 11. What is your agency's mission? Please include how this project fits and how this project was developed. The Guardianship Services, Inc. (GSI) story began in 1985, when community leaders envisioned a program that would bridge the legal and social service systems to protect and serve vulnerable adults without family caregivers and others abused, neglected or exploited by people entrusted with their care. To create it, they launched a pilot program —Volunteer Guardians —for Tarrant County's aging residents. It was a work of the heart. After more than a decade of service to older residents, these advocates answered the call to extend care to younger adults living with cognitive, developmental or other disabilities and formed an independent nonprofit organization—GSI—to provide it in 1998. Its mission: to provide guardianship and supports and services for all at -risk adults in Tarrant County. No single solution meets the needs of all at -risk adults, so GSI launched its Money Management program, a less restrictive alternative to guardianship, in 2000. The Financial Exploitation Prevention Center, which is based at GSI, was created in 2016 to better serve victims of financial crimes, including fraud or exploitation. Services are coordinated by GSI and work to prevent financial crimes against vulnerable adults, assist in reporting and prosecution of fraud and financial exploitation, and provide a coordinated response to victims' needs. Because our mission is to serve aging and at -risk adults, GSI is a compassionate advocate for victims, including those who live with cognitive difficulties or other challenges. Disabilities that leave aging and other adults vulnerable to fraud or exploitation can also complicate reporting and prosecution of offenses, so law enforcement benefits from having an informed and capable ally that can act as liaison to victims and their families. GSI is that partner. The agency is a Fort Worth Certified Age -Friendly Business and has earned the challenging Dementia Friendly designation, both hallmarks of compassionate and professional care. GSI now has the opportunity to build on its experience and capabilities to enhance victim services as American Rescue Plan Act -funded programs wind down. Dorothy Tyler, MACJ, CHW, CDP, currently serves GSI as Community Resource Navigator for the Lifeline Friendly Visitor project, GSI's ARPA-funded pilot program. She has contributed her criminal justice training and experience, including more than four years of service as a Fort Worth Police Department crime prevention specialist, to Financial Exploitation Prevention Center cases on a time -available basis. She cannot, however, serve full-time while assigned to the Lifeline project. Because her experience is so valuable to Fort Worth and its people, GSI proposes to reassign Ms. Tyler to the role of full-time Financial Exploitation Prevention Center victim services professional at the conclusion of our ARPA-funded pilot project in FY 2025. 12. What geographic area will you serve? Please include the relevant council districts, zip codes, or neighborhoods that will be served by your project. Victim services will be available to all Fort Worth residents, but program outreach and public education will focus on low- to moderate -income neighborhoods, including the 76102, 76104, 76105, 76106, 76110, 76112, 76115, 76116, https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842F1E32A7B 7/15 8/19/24, 1:24 PM 76119, and 76164 ZIP codes. Print/Preview Risk of elder financial exploitation varies according to health status, cognitive function, race and gender, with people of color, women, seniors living alone, and those ages 80+ being the most vulnerable, according to research cited in "The Money Smart for Older Adults Program: A Qualitative Study of the Participants' Financial Well -Being," a study published in the Journal of Gerontological Social Work in 2021. Low- to moderate -income seniors can least afford to lose limited income, so GSI concentrates public education and outreach on neighborhoods with higher rates of poverty among older residents. Center staff will identify community groups, centers, and leaders across all Fort Worth police divisions to engage in outreach efforts, strengthening police/community relations through enhanced community ties, collaboration, and Center liaison services. Because the victim services position would be funded by City of Fort Worth Crime Control and Prevention District dollars, programming would be focused on services to Fort Worth residents. The victim services professional may cooperate with Financial Exploitation Prevention Center partners, including the Tarrant County District Attorney's staff, in other public education programming and play a consulting role in suspected or actual cases involving residents of other Tarrant County communities, but would focus on services to residents of the City of Fort Worth. 13. What other funding have you secured (or requested) on behalf of this project? Please include a description of how you intend to continue these services after funding expires. Guardianship Services, Inc. has begun fundraising for FY 2025 but has not received funding commitments to date. Nonetheless, a funding request has been submitted to the Carl B. & Florence E. King Foundation for $25,000; a decision is pending. To date, the Financial Exploitation Prevention Center and its initiatives have been funded by general operating revenues, evidence of GSI's commitment to the unique mission of the Center. While the scope of the problem —elder fraud and financial exploitation —ultimately will require the services of more than one dedicated, full-time professional, developing multi -year funding is the first step in establishing a base of sustainable support that will allow GSI to bring this solution to scale. That will be accomplished with a combination of public and private grants and the support of individual and business donors representing grateful Center clients or stakeholders in law, banking and financial services. 14. If applicable, how will your project address a CCPD Special Emphasis? To receive points for Special Emphasis, agency must include a Special Emphasis outcome or activity in the Project Plan section.. Adding a full-time victim services professional to the Financial Exploitation Prevention Center team can improve Police/Community Relations by providing a liaison who works with and on behalf of both Fort Worth police and victims of elder fraud or financial exploitation. As an intermediary, the victim services professional can improve the public experience of police encounters and help build trust, especially in segments of the community that are less likely to report positive experiences in police encounters. "Black (68%) and Hispanic (70%) Americans are less likely than White Americans (82%) to report an overall positive experience in their encounters with police in the past 12 months," according to findings from the Gallup Center on Black Voices summarized on the Gallup Blog December 11, 2023. Police encounters shape expectations of fair treatment and willingness to work with police in the future. "Interactions with police set the tone for how Americans perceive police treatment in their local area. With near unanimity, those who report positive interactions with police expect future encounters to follow suit (95%) and feel they can count on police to treat people like them fairly (91 %) ... These expectations are reflected in perceptions of overall police -community relations as well," according to the December 11, 2023 Gallup Blog post. Authors of "To Report or Not to Report? A Focal Concerns Analysis of Victim Reporting Decisions Following Victimization," a study published in the Journal of Interpersonal Violence in 2022, found that victims who sought the services of a victim support agency were more likely to report crimes, underscoring the value of trust earned by victim services professionals to law enforcement. 15. If your project relies on FWPD personnel, please provide the name of a contact in the Department that is able to answer questions about your project. https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 8/15 8/19/24, 1:24 PM Print/Preview The project involves but does not rely on FWPD personnel. Project Plan & Budget top Project Plan Outcomes Outcome How is it measured? Objective Measurable Outcome Objective State what tool is used to track the outcome. Outcome Prevent and deter crime by achievina a 5% annual increase in Client offense reports will be Objective reportina of wire fraud false pretenses/swindle/confidence aame, tracked by the GSI victim services 1 counterfeiting/forgery, and credit card/automated teller machine professional and can be verified fraud offenses aaainst residents 60+. Benchmark will be 2022 by Fort Worth police reports. Fort Worth statistics for these offenses aaainst victims apes 60+ as submitted to the FBI National Incident -Based Reportina System. Outcome Prevent crimes with public education alertina older residents to Particioation will be tracked in Objective the risks of fraud or financial exploitation; contact at least 10 loas of contacts with communitv 2 community groups.. which will refer 100 older residents to free aroups and workshoD attendance Monev Smart+ fraud awareness and financial literacv workshops records, along with Dre- and post - annually. Educational programming will be open to all City of Fort tests that measure participants' Worth residents, but outreach will be focused on residents of the learnina. 80% of Darticipants will 76102, 76104, 76105, 76106, 76116, 76117, and 76119 and show improvement. 76164 ZIP codes. Outcome Strengthen police/community relations by providing a liaison who Changes in perceptions of police Objective works with and on behalf of both Fort Worth police and victims of will be measured by Dre- and 3 elder financial exploitation and throuah enhanced community ties post- survevs of individuals formed as the victim services professional works to make public receivina victim services: 75% of education available, especially to underserved seaments of the older adults helped by the victim community. services professional will report an overall Dositive experience with or perception of Fort Worth police. Outcome Objective 4 Outcome Objective 5 Total Project Plan Activities Activitv Goals & Tools Project Activity Summary Provide a quantifiable Plan goal for the activity. Activities Describe what will be done. State how it will be tracked. People Timeline Involved/Responsible provide dates to list who will carry out complete activity activity Outcome 1 Activity 1 Respond: monitor the Financial Respond to at least 100 Victim services Ongoing Exploitation Prevention Center call inquiries annually, which professional - victim from line, respond promptly to calls from will be tracked by call contact and support January 1, the public and referrals from and emails loas. Victim services intern - 2025 community partners, and support call and email loas through https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842FIE32A7B 9/15 8/19/24, 1:24 PM Print/Preview Center clients with culturally - competent services tailored to their needs. Activity 2 Research: document facts of the case and client needs for law enforcement. Adult Protective Services and other investiaative aaencies and social service partners. Activity 3 Report: encourage reporting of incidents and offenses, actina as a liaison between victims and law enforcement agencies Activity 4 Refer: help victims access social services and other supports Activity 5 Determine participants' perception of their experience with Fort Worth police as a result of this process. Outcome 2 Research facts of 50 or Victim services more cases (participation professional - victim in victim services is contact and support voluntary., and clients are Victim services intern - free to decline enter case notes participation beyond their initial call or contact.) Trackina will be via case notes in GSI's eGuardianship database. Assist in reportina of 18 Victim services incidents or offenses to professional - victim Fort Worth police contact and support quarterly, 72 reports Victim services intern - annually. Reports will be log reports in logaed by GSI and can eGuardianship verified by Fort Worth police renorts. Tracking will be via case notes in GSI's eGuardianship database. Make 30 referrals to Victim services partner aaencies or other professional - victim GSI internal Droarams contact and support annually. Referrals will Victim services intern - be logged in case notes loa referrals in in GSI's eGuardianship eGuardianship database. A 1-3 auestion survev will Victim services be administered to older professional - victim residents helped by the contact and support victim services Victim services intern - professional to determine loa responses in whether their experience eGuardianship with Fort Worth Dolice was a Dositive one. Responses will be recorded in case notes in GSI's eGuardianship database. Activity 1 Identify communitv groups Identifi/ at least 10 renresentina vulnerable community groups for neighborhoods in Fort Worth police outreach annually; divisions and taraet for outreach to maintain qroup contact engage older Fort Worth residents informationincludina in free Monev Smart+ fraud telephone numbers and awareness and financial literacv emailin the GSI workshops. Offer the opportunity to constituent database. participate to all older residents of Fort Worth but focus outreach on the 76102, 76104, 76105, 76106, 76116, 76117, and 76119, 76164 ZIP codes. Update roster of community groups annually in the first quarter of the vear. Activity 2 Contact community groups Contact at least 10 quarterly to Dromote participation community groups to December 31, 2027. Ongoing from January 1, 2025 through December 31, 2027. Ongoing from January 1, 2025 through December 31, 2027. Ongoing from January 1, 2025 through December 31, 2027. Ongoing from January 1, 2025 through December 31, 2027. Victim services March 31, professional - community 2025 group outreach March 31, Victim services intern - 2026 maintain roster of March 31, community groups in 2027 constituent database Victim services Last day of professional - community each https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 10/15 8/19/24, 1:24 PM Print/Preview in free Monev Smart+ fraud promote Darticination in arouD outreach quarter in awareness and financial literacy Money Smart+ Victim services intern - the project workshops convenient to workshops and loci maintain roster of period residents. contact details in the GSI community groups in constituent database. constituent database Activity 3 Present free Monev Smart+ fraud Engage at least 100 Victim services First day of awareness and financial literacy older Fort Worth professional - community each month workshops, residents in Monev group outreach in the Smart+ fraud awareness Communitv Outreach & project and financial Iiteracv Engagement Manager - period workshops annually and present workshops document in workshop Victim services intern - participant logs. log workshop participants Activity 4 Activity 5 Outcome 3 Activity 1 Communicate with Fort Worth Log at least semi-annual Victim services July 1, 2025 police divisions by telephone, contacts with all Fort professional - Fort Worth December email or via Drinted media semi- Worth Dolice divisions for police division contacts 31, 2025 annuallv to focus crime Drevention- a total of 12 contacts Victim services intern - July 1, 2026 oriented public education on annually or six every six loa FWPD contacts December vulnerable neiahborhoods across months. Loa contact 31, 2026 Fort Worth. update Fort Worth details in the GSI July 1, 2027 Police Department personnel on constituent database. December incidents within their divisions, 31, 2027 enhance communitv ties, and build awareness of Center liaison services. Activity 2 Activity 3 Activity 4 Activity 5 Outcome 4 Activity 1 Activity 2 Activity 3 Activity 4 _ Activity 5 _ Outcome 5 Activity 1 Activity 2 Activity 3 Activity 4 Activity 5 Total Budaet Narrative Budget Description Category What is the Use only expense? Quantity Quantity Cost/Rate Year 1 Year 2 Year 3 Total Year Measure/Unit (How (cost per CCPD CCPD CCPD 1-3 (Hours, FTE, item) CCPD https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842FIE32A7B 11/15 8/19/24, 1:24 PM approved Describe the budget expense and categories why it is needed Salary Victim services professional. The victim services professional serves as a liaison between Fort Worth police and older residents victimized or at risk of elder financial fraud. A 3% year - over -year increase in salaryiss budgeted in Year 2 and Year 3. Salary The Communitv Outreach and Engagement Manager coordinates and Dresents Money_ Smart+ community workshops for older adults referred through community outreach. A 3% year-over- vear increase in salary is budgeted in Year 2 and Year 3. Salary Stipend, victim services intern, based on 480 hours/year Salary_ Program supervisor is the Executive Director. The Financial Exnloitation Prevention Center operates under her Print/Preview supplies, many are Requested Requested Requested Expenses etc.), needed?), Amount Amount Amount Requested FTE 1.00 47,043.13 47,043.13 48,510.21 49,977.29145,530.63 FTE 0.10 $ $ 5,386.47 $ 5,554.45 $ 5,722.43 53, 864.70 16,663.35 Hours 480.00 $ 12.00 $ 5,760.00 $ 5,760.00 $ 5,760.00 $ 17,280.00 FTE 0.10 146,978.80 14,697.88 15,156.24 15,614.61 45,468.73 https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 12/15 8/19/24, 1:24 PM Print/Preview Salary Indirect Fringe direct supervision, and the victim services professional, Director of Accountina, and Communitv Outreach and Engagement Manager report or will report directly to her. A 3% year -over -year increase in salary is budgeted in Year 2 and Year 3. Director of Accountina. The Director of Accountina provides all financial manaaement for grant - funded programs. A 3% year-over- vear increase in salary is budgeted in Year 2 and Year 3. 10% of costs for program facilities and administration, includinq utilities, janitorial, maintenance, etc. Year 2 and Year 3 reflect year - over -year increases in salaries described above. Employer share of FICA (7.65%) for proaram staff at % of FTE attributable to the grant (10% for full- time staff FTE 0.10 $ $ 9,162.29 $ 2,448.03 $ 9,733.76 91,622.90 28,344.08 0.10 $ $ 8,788.59 $ 9,044.71 $ 9,300.83 $ 87,885.94 27,134.13 _ 0.08 $ $ 5,836.17 $ 6,018.17 -$ 6,200.18 $ 76,289.77 18,054.52 https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3D1&propidu=2A06864AAA554571B593A842F1E32A7B 13/15 8/19/24, 1:24 PM Print/Preview except the victims services professional, for whom 100% of employer FICA is charged.) Annual totals reflect year - over -year increase in salaries budgeted in Year 2 and Year 3. Uploaded Documents top Documents Requested * Required?Attached Documents Letter of Commitment (if applicable) - If agencies require contracted services (includinq consultants), a Letter of Commitment should be obtained. The letter should reveal the extent to which the individual or institution was involved in the developm IRS 990 - Form filed with the IRS required for GSI 990 non -profits. Current Year Budget - The agency budget for the 0 GSI FY24 Budget current fiscal vear. Current Income Statement (unaudited) -A 0 GSI YTD FY24 P&L statement of revenue and expense for the aaencv. The income statement must have been issued fewer than 90-days prior to the date the application is submitted. Current Balance Sheet (Current Statement of GSI Balance Sheet Financial Position) - A statement of assets, liabilities and capital for the aaencv. The balance sheet must have been issued fewer than 90-days prior to the date application is submitted. IRS Determinant Letter ❑ GSI IRS determination letter Board of Directors List - Aaencies must submit a '❑ GSI Board of Directors 3 20 2024 list of their aovernina Board of Directors to include name, employer, and phone number. Exisitina Corrective Action Plan (if applicable) https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 14/15 8/19/24, 1:24 PM Print/Preview Memorandum of Understandina (if applicable) - Aaencies that wish to use sub-arantee aaencies to perform (not support) measurable activities or outcomes should submit a memorandum of understandina with these aaencies. This should outline the roles/re Sub -Grant Budqet (if applicable) Any sub -grants listed in the budaet reauire a Memorandum of Understandina and a separate Budaet Form must be included in submission. An MOU and Sub - Grant Budaet form should be uploaded to ZoomGrants for each reaueste download template * ZoomGrantsTM is not responsible for the content of uploaded documents. Application ID: 459505 Become a fan of ZoomGrantsl- on Facebook Problems? Contact us at Question sy�ZoomGrants.— ©2002-2024 GrantAnalyst.com. /ill rights reserved. "ZoomGrants" and the ZoomGrants logo are trademarks of GrantAnalyst.com, LLC. LogoutI Browser https://www.zoomgrants.com/printprop.asp?rfpidu=BBF6B7444EF34207A8525CD7CBF4A3Dl&propidu=2A06864AAA554571B593A842F1E32A7B 15/15 EXHIBIT A: SCOPE OF WORK: PROJECT PLAN AND ZOOMGRANTS PROGRAM NARRATIVE Agency Name: Guardianship Services, Inc. Project Title: Victims Services, Financial Exploitation Prevention Center CCPD Emerging Priority Please check all that apply. ❑x Police Community Relations ❑ Violent Crime Prevention ❑ Foster Care ❑ Adjudicated Youth & Adults CCPD Mission Prioritv Please check all that apply. ❑ Afterschool Program ❑ Gang Intervention ® Victim Services Outcome 1 A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. Benchmark is the 2022 Fort Worth statistics for these offenses against victims ages 60+ as submitted to the FBI National Incident -Based Reporting System. Client offense reports will be tracked by the GSI victim services professional and can be verified by Fort Worth police reports. Benchmark figures plus rate of increase would result in an expected total of 1,046 or more such offenses reported against adults 60+ over a three-year period. Outcome 2 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as demonstrated in pre- and post-tests that measure participants' learning. Educational programming will be open to all City of Fort Worth residents, but outreach will be focused on residents of the 76102, 76104, 76105, 76106, 76116, 76117, and 76119 and 76164 ZIP codes. Participation will be tracked in logs of contacts with community groups and workshop attendance records. Outcome 3 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Strengthen police/community relations by providing a liaison who works with and on behalf of both Fort 1) Monitor the Financial Exploitation Prevention Center call line and answer promptly to calls from the public and referrals from community partners, and support Center clients with culturally - appropriate services tailored to their needs. 2) Research document facts of the case a client needs for law enforcement, Adult Protective Services and other investigative agencies and social service partners. 3) Report incidents and offenses to law enforcement agencies. Encourage reporting of incidents and offenses, acting as a liaison between victims and law enforcement agencies. Worth police and victims of elder financial exploitation and through enhanced community ties formed as the victim services professional works to make public education available, especially to underserved segments of the community. 100 minimum calls annually, 300 over the three-year period, will be received and tracked via email or calls. 50 (minimum) cases will be researched annually, 150 cases over the three-year period. Participation from victims is voluntary and clients can decline participation beyond the initial call or contact. Tracking via case notes in GSI's eGuardianship database. 216 reports to law enforcement agencies aided by the victim services professional over the three-year period. Reports will be logged by GSI and can verified by Fort Worth police reports. Tracking will be via case notes in GSI's eGuardianship database Victim services professional - victim contact and support; victim services intern - calls and logs Victim services professional - victim contact and support; victim services intern - enter case notes Victim services professional - victim contact and support; victim services intern - log reports in eGuardianship 4) Refer victims so they can 90 referrals to partner agencies or Victim services professional - access social services and other other GSI internal programs over victim contact and support; supports the three-year period, 30 annually. victim services intern - log referrals in eGuardianship January 1, 2025 — December 31, 2027 January 1, 2025 — December 31, 2027 January 1, 2025 — December 31, 2027 January 1, 2025 — December 31, 2027 Referrals will be logged in case notes in GSI's eGuardianship database. 5) Determine participants' 150 older residents (three-year Victim services professional - January 1, 2025 — December 31, perception of their experience total) will be who accept support victim contact and support; 2027 with Fort Worth police as a from the victim services victim services intern - log result of this process. professional will participate in a 1- responses in eGuardianship 3 question survey to determine whether their experience with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 6) Identify community groups 30 (minimum) community groups Victim services professional - March 31, 2025 representing vulnerable over three years, or 10 per year, community group outreach March 31, 2026 neighborhoods in Fort Worth will be identified in collaboration Victim services intern - maintain March 31, 2027 police divisions and target for with Fort Worth police divisions roster of community groups in outreach to engage older Fort for targeted outreach during the constituent database Worth residents in free Money three-year period; staff will Smart+ fraud awareness and maintain group contact financial literacy workshops. information, including telephone Offer the opportunity to numbers and email, in the GSI participate to all older residents constituent database. of Fort Worth but focus outreach on the 76102, 76104, 76105, 76106, 76116, 76117, and 76119, 76164 ZIP codes. Update roster of community groups annually in the first quarter of the year. 7) Contact community groups to 120 contacts over the three-year Victim services professional - Last day of each quarter in the promote participation in free period-10 contacts per quarter— community group outreach. project period Money Smart+ fraud via phone, email or in person will Victim services intern -maintain awareness and financial be made with targeted community roster of community groups in literacy workshops convenient groups to promote participation in constituent database to residents. Money Smart+ workshops; contact details will be logged in the GSI constituent database. 8) Offer free Money Smart+ fraud 300 unduplicated older Fort Worth Victim services professional — First day of each month in the awareness and financial residents over the three-year community group outreach; project period literacy workshops. period, 100 annually, will Community Outreach & participate in Money Smart+ fraud Engagement Manager -present awareness and financial literacy workshops; workshops as documented in Victim services intern -log workshop participant logs. workshop participants 9) Communicate with Fort Worth 36 contacts, 12 per year. Log at Victim services professional - July 1, 2025 police divisions by telephone, least semi-annual contacts with all Fort Worth police division December 31, 2025 email or via printed media Fort Worth police divisions. Log contacts; Victim services intern - July 1, 2026 semi-annually to focus crime contact details in the GSI log FWPD contacts December 31, 2026 prevention -oriented public constituent database. July 1, 2027 education on vulnerable December 31, 2027 neighborhoods across Fort Worth, update Fort Worth Police Department personnel on incidents within their divisions, enhance community ties, and build awareness of Center liaison services. Crime Control and Prevention District FY25 Program Grants EXHIBIT B - Budget Narrative Guardianship Services, Inc. DESCRIPTION/JUSTIFICATION �-VF-resents QUANTITY QUANTITY MEASURE RATE YEAR 1 YEAR 2 YEAR 3 • total revenue for programs across our organization) $97,268.00 $99,968.00 $102,764.00 ', 11111 11 - 11 11 1 I I III I I A. SALARY nilli Victim services professional. The victim services professional serves as a liaison between Fort Worth police and older residents victimized or at risk of elder financial fraud. A 3% year -over -year 1.00 FTE $47,135.00 $47,135.00 $48,550.00 $50,007.00 • 11 increase in salary is budgeted in Year 2 and Year 3. Dedicated 100% to CCPD efforts. The Community Outreach and Engagement Manager coordinates and presents Money Smart+ community workshops for older adults referred through community outreach. A 3% year -over -year 0.10 FTE $53,967.00 $5,396.00 $5,548.00 $5,714.00 1 1 increase in salary is budgeted in Year 2 and Year 3. Split -funded: 10 % to CCPD efforts. $5,760.00 $5,760.00 Victim services intern, based on 480 hours/year Hours 480.00 $12.00 $5,760.00 Program supervisor is the Executive Director. The Financial Exploitation Prevention Center operates under her direct supervision, and the victim services professional, Director of Accounting, and Community Outreach and Engagement Manager report or will report directly to her. A 3% 0.10 FTE $146,900.00 $14,690.00 $15,130.00 $15,585.00 1 1 1 year -over -year increase in salary is budgeted in Year 2 and Year 3. Split -funded: 10% to CCPD efforts. Director of Accounting. The Director of Accounting provides all financial management for grant - funded programs. A 3% year -over -year increase in salary is budgeted in Year 2 and Year 3. Split- 0.10 FTE $91,600.00 $9,160.00 $9,434.00 $9,717.00 11 funded: 10 % to CCPD efforts. B. FRINGE I I Employer share of FICA (7.65%) for program staff at % of FTE attributable to the grant (10 % for full-time staff except the victims services professional, for whom 100 % of employer FICA is 0.80 $26,420.00 $6,284.00 $6,458.00 $6,639.00 11 charged.) Annual totals reflect year -over -year increase in salaries budgeted in Year 2 and Year 3. 1 I I C. TRAVEL & TRAINING 1 11 1 I I I D. EQUIPMENT �1 11 *E.SUP�PLIES 1 1 I I I M 11 *F.CON�SULTINGRCONTRACTING 1 I I I M 11 *G.SUEB-G!RANT=S 1 1 1 I I I 1 11 1 I I I H.00CUPANCY M 11 • • I I I IND LD of costs for program facilities and administration, including utilities, janitorial, 0.10 $88,522.00 $8,843.00 $9,088.00 $9,342.00 11 maintenance, etc. Year 2 and Year 3 reflect year -over -year increases in salaries described above. 1 1 Total Program Expenses $300,000.00 Total Requested from CCPD $300,000.00 FORT WORTH, CRIME CONTROL AND'.—si .I J_,I_ Submit To: By Email: PSM@fortworthtexas.gov Mail: Bob Bolen Public Safety Complex Attn: Contract Compliance Specialist Financial Management Division 505 West Felix St. Fort Worth, TX 76115 Budget Category A Personnel B Fringe Benefits C Travel & Training D Equipment E Supplies F Contracts/Consultants G Sub -Awards H Occupancy Total Direct Costs Budget Category Total InDirect Costs Exhibit C Request for Reimbursement (RFR) FY 2025 Submitting Agency: Contact Name: Phone Number: Email: Remit Address: Invoice Number: Month of Request: Guardianship Services, Inc Diane Wolfe 817480-2226 dwolfe(a)a uardianshioservices.ora PO Box 11484 Fort Worth, TX 76110 DIRECT COSTS (90% Minimum) A B C D E Budget Amount $ 253,346.00 Total of Previous This Mequest anth's Reimbursements R Requested $ - $ - (B+C) Total Requested To -Date $ (A-D) Remaining Balance Available $ 253,346.00 $ 19,381.00 $ $ 19,381.00 $ $ $ $ $ 272,727.00 $ $ 272,7 INDIRECT COSTS (10% Maximum) A B C D E (B+C) (A-D) Total of Previous This Month's Budget Amount Reimbursements Request Total Requested Remaining Balance Requested To -Date Available $ 27 273.00 $ $ $ 27 273.00 Supporting documents required with monthly requests. See Requestfor Reimbursement Instructions for reference Summary: Total Budget: $ 300,000.00 Previous Requests: $ - This Request: $ - Total Requested To -Date $ - Remaining Funds $ 300,000.00 I have reviewed this request and certify that these listed expenses and support documentation are accurate. Authorized Signatory Signatory Title Date Fiscal Agent Use Only Purchase Order # Fund Dept. ID Account RFR Approved For Payment (Forth Worth Police Department CCPD Staff Use Only) Reviewed by: Approved by: Grant Staff Signature Date Finance Received Stamp Placed Below Chant Staff Signature Date Agency Name: Person to Contact for Corrections: Contact Phone Number for Corrections: Email Address for Corrections: Project Term Authorized Executive Signor Crime Control and Prevention District Partners with a Shared Mission EXHIBIT D - PROGRAM PERFORMANCE REPORT Section I. Agency Information Guardianship Services Inc., Diane Wolfe 817-480-2226 dwolfe@guard ianshooservices.org October 1, 2024 - September 30, 2027 Diane Wolfe CCPD Goal (s): Reduce crime through prevention projects Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section If. Quarterly Outcomes - Overall Performance Year One 2025 Year Two 2026 Year Three 2027 Year -to- Performance Percentage Outcome Measure and Description I 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 1st Ott 2nd Qtr 3rd Qtr 4th Qtr 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Date Goal Complete (%) Total Total Total Total Total Total Total Total Total Total Total Total A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 0 0 0 0 0 0 0 0 0 0 0 o 51 0.00% card/automated teller machine fraud offenses against residents 60+per year. An annual increase of 17 reports. 80%of 100 participants annually, 300 participants over a three-year period, in free Money Smart+fraud awareness and financial literacy workshops will show improvement as 0 0 0 0 0 0 0 0 0 0 0 0 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75%of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of individuals 0 0 0 0 0 0 0 0 0 0 0 0 0 113 0.00% receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year Period. Project Plan Activities 300 over the three-year period, 100 minimum calls annually, will be received and tracked via email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 216 reports to law enforcement agencies aided by the victim services professional over the three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database MENNEEL Section II. Participant Activity - Overall Performance Year One 2025 Year Two 2026 Year Three 2027 1st Qtr I 2nd Qtr I 3rd Qtr I 4th Qtr 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Year Performance Goal Percentage complete I%I Total 0 0 0 0 Total 0 0 0 0 Total 0 0 0 0 Total 0 0 0 0 Total Total Total Total Total Total Total Total a a a 0 a 0 a a 0 0 a 0 0 a 0 0 0 0 0 0 a a a a 0 0 0 0 0 0 0 0 0 0 0 0 300 160 216 90 0.00% 0.00% 0.00% 0.00% 0 0 0 0 0 a 0 0 0 a 0 0 0 Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 Authorized Executive Signor: Diane Wolfe Section II. Program Information CCPD Goal (s): Reduce crime through prevention projects 0 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Oct-24 Nov-24 Dec-24 Q1 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit card/automated 0 51 0.00% teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show 0 240 0.00% improvement as demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of individuals receiving victim services. As a 0 113 0.00% result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Oct-24 Nov-24 Dec-24 Q1 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via email or calls. 0 300 0.00% 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0.00% 216 reports to law enforcement agencies aided by the victim services professional over the three-year period. 0 216 0.00% 90 referrals to partner agencies or other GSI internal programs over the three-year period, 30 annually. 0 90 0.00% 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience with Fort Worth police was a 0 150 0.00% positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year period; staff will maintain group contact 0 30 0.00% information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote 0 120 0.00% participation in Money Smart+workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+ fraud awareness and financial literacy 0 300 0.00% workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi-annual contacts with all Fort Worth police divisions. Log 0 36 0.00% contact details in the GSI constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this reporting period. Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Title: Date: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 0 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Jan-25 Feb-25 Mar-25 Q2 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Jan-25 Feb-25 Mar-25 Q2 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0.00% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0.00% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0.00% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0.00% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0.00% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0.00% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community 0 120 0.00% groups to promote participation in Money Smart+workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0.00% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0.00% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Title: Date: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 10 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Apr-25 May-25 Jun-25 Q3 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Apr-25 May-25 Jun-25 Q3 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote participation in Money 0 120 0% Smart+ workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Date: Title: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 10 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Jul-25 Aug-25 Sep-25 Q4 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Quarterly Narrative Questions Project Plan Activities Jul-25 Aug-25 Sep-25 Q4 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote participation in Money 0 120 0% Smart+ workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Date: Title: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 Authorized Executive Signor: Diane Wolfe Section II. Program Information CCPD Goal (s): Reduce crime through prevention projects 0 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Oct-25 Nov-25 Dec-25 Q1 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit card/automated 0 51 0.00% teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show 0 240 0.00% improvement as demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of individuals receiving victim services. As a 0 113 0.00% result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Oct-25 Nov-25 Dec-25 Q1 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via email or calls. 0 300 0.00% 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0.00% 216 reports to law enforcement agencies aided by the victim services professional over the three-year period. 0 216 0.00% 90 referrals to partner agencies or other GSI internal programs over the three-year period, 30 annually. 0 90 0.00% 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience with Fort Worth police was a 0 150 0.00% positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year period; staff will maintain group contact 0 30 0.00% information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote 0 120 0.00% participation in Money Smart+workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+ fraud awareness and financial literacy 0 300 0.00% workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi-annual contacts with all Fort Worth police divisions. Log 0 36 0.00% contact details in the GSI constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this reporting period. Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Title: Date: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 0 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Jan-26 Feb-26 Mar-26 Q2 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Jan-26 Feb-26 Mar-26 Q2 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0.00% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0.00% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0.00% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0.00% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0.00% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0.00% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community 0 120 0.00% groups to promote participation in Money Smart+workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0.00% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0.00% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Title: Date: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 10 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Apr-26 May-26 Jun-26 Q3 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Apr-26 May-26 Jun-26 Q3 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote participation in Money 0 120 0% Smart+ workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Date: Title: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 10 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Jul-26 Aug-26 Sep-26 Q4 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Quarterly Narrative Questions Project Plan Activities Jul-26 Aug-26 Sep-26 Q4 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote participation in Money 0 120 0% Smart+ workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Date: Title: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 Authorized Executive Signor: Diane Wolfe Section II. Program Information CCPD Goal (s): Reduce crime through prevention projects 0 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Oct-27 Nov-27 Dec-27 Q1 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit card/automated 0 51 0.00% teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show 0 240 0.00% improvement as demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of individuals receiving victim services. As a 0 113 0.00% result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Oct-27 Nov-27 Dec-27 Q1 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via email or calls. 0 300 0.00% 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0.00% 216 reports to law enforcement agencies aided by the victim services professional over the three-year period. 0 216 0.00% 90 referrals to partner agencies or other GSI internal programs over the three-year period, 30 annually. 0 90 0.00% 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience with Fort Worth police was a 0 150 0.00% positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year period; staff will maintain group contact 0 30 0.00% information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote 0 120 0.00% participation in Money Smart+workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+ fraud awareness and financial literacy 0 300 0.00% workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi-annual contacts with all Fort Worth police divisions. Log 0 36 0.00% contact details in the GSI constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this reporting period. Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Title: Date: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 0 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Jan-27 Feb-27 Mar-27 Q2 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Jan-27 Feb-27 Mar-27 Q2 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0.00% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0.00% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0.00% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0.00% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0.00% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0.00% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community 0 120 0.00% groups to promote participation in Money Smart+workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0.00% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0.00% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Title: Date: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 10 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Apr-27 May-27 Jun-27 Q3 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Section II. Participant Activity - Overall Performance Project Plan Activities Apr-27 May-27 Jun-27 Q3 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote participation in Money 0 120 0% Smart+ workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Date: Title: Section I. Agency Information Agency Name: Guardianship Services Inc., Person to Contact for Corrections: Diane Wolfe Contact Phone Number for Corrections: 817-480-2226 Email Address for Corrections: dwolfe@guardianshopservices.org Reporting Period: Project Term October 1, 2024 - September 30, 2027 rized Executive Signor: Diane Wolfe Section II. Program Information W CCPD Goal (s): Reduce crime through prevention projects 10 Project Description Guardianship Services, Inc. (GSI) strengthens the safety net in accomplishing its mission: to provide guardianshipand supports and services for aging and other at -risk adults in Tarrant County. Section II. Quarterly Outcomes - Overall Performance Outcome Measure and Description Jul-27 Aug-27 Sep-27 Q4 Totals Performance Goal Percentage Complete (%) A three-year increase of 51 reports (5%) over the benchmark rates of wire fraud, false pretenses/swindle/confidence game, counterfeiting/forgery, and credit 0 51 0.00% card/automated teller machine fraud offenses against residents 60+ per year. An annual increase of 17 reports. 80% of 100 participants annually, 300 participants over a three-year period, in free Money Smart+ fraud awareness and financial literacy workshops will show improvement as 0 240 0.00% demonstrated in pre- and post-tests that measure participants' learning. 75% of 50 older adults annually, 150 individuals over a three-year period, who accept victim services will report an overall positive experience with or perception of Fort Worth police by pre- and post- surveys of 0 113 0.00% individuals receiving victim services. As a result, positive experiences will be reported by 38 older adults annually, 113 individuals over a three-year period. Quarterly Narrative Questions Project Plan Activities Jul-27 Aug-27 Sep-27 Q4 Totals Performance Goal Percentage Complete (%) 300 over the three-year period, 100 minimum calls annually, will be received and tracked via 0 300 0% email or calls. 150 cases over the three-year period, 50 (minimum) cases will be researched annually, 0 150 0% 216 reports to law enforcement agencies aided by the victim services professional over the 0 216 0% three-year period. 90 referrals to partner agencies or other GSI internal programs over the three-year period, 0 90 0% 30 annually. 150 older residents (three-year total) will be who accept support from the victim services professional will participate in a 1-3 question survey to determine whether their experience 0 150 0% with Fort Worth police was a positive one. Responses will be recorded in case notes in GSI's eGuardianship database 30 (minimum) community groups over three years, or 10 per year, will be identified in collaboration with Fort Worth police divisions for targeted outreach during the three-year 0 30 0% period; staff will maintain group contact information, including telephone numbers and email, in the GSI constituent database. 120 contacts over the three-year period-10 contacts per quarter —via phone, email or in person will be made with targeted community groups to promote participation in Money 0 120 0% Smart+ workshops; contact details will be logged in the GSI constituent database. 300 unduplicated older Fort Worth residents over the three-year period, 100 annually, will participate in Money Smart+fraud awareness 0 300 0% and financial literacy workshops as documented in workshop participant logs. 36 contacts, 12 per year. Log at least semi- annual contacts with all Fort Worth police divisions. Log contact details in the GSI 0 36 0% constituent database. Quarterly Narrative Questions Please provide detailed commentary on your projects progress for this quarter. If needed, you Instructions: may attach a separate page for responses. Describe major accomplishments achieved in implementing the project. Highlight specific aspects of the project contributing to its success. Describe any challenges (i.e. frustrations, barriers, disappointments) in implementing the project and how they were addressed or resolved. What has the project revealed about the organization's capacity to address the identified CCPD goals outlined in the contract? On the tab labeled "Zip Codes", please provide zip code data for program participants for this Certification : I have reviewed the above financial and program performance for this quarter. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project. Name: Date: Title: Section I. Agency Information Aqencv Name: Project Title: I I Contact Phone Number for corrections: I I Email Address for C xrections: I Number of Participants Zip Code Year One 2025 Year Two 2026 Total Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 I 76101 0 I 76102 0l I 76103 01 I 76104 0l I 76105 01 I 76106 0l I 76107 01 I 76108 0l I 76109 01 I 76110 0l I 76111 01 I 76112 0l I 76113 01 I 76114 0l I 76115 01 I 76116 0l I 76118 01 I 76119 0l I 76120 01 I 76121 0l I 76122 0l I 76123 0l I 76124 0l I 76126 0l I 76129 01 I 76130 0l I 76131 01 I 76132 0l I 76133 01 I 76134 0l I 76135 0l I 76136 0l I 76137 0l I 76140 0l I 76148 0l I 76150 0l I 76155 0l I 76161 01 I 76162 01 I 76163 0l I 76164 0l I 76177 0l I 76178 0l I 76179 0l I 76181 0l I 76185 0l I 76191 0l I 76192 0l I 76193 0l I 76195 0l I 76196 0l I 76197 0l I 76198 0l I 76199 01 Initials (per quarter) (Oct -Nov -Dec) (Jan -Feb -Mar) (Apr -May -Jun) (Jul -Aug -Sept) (Oct -Nov -Dec) (Jan -Feb -Mar) (Apr -May -Jun) (Jul -Aug -Sept) (0ct-Nov-Dec) (Jan -Feb -Mar) (Apr -May -Jun) (Jul -Aug -Sept) Certification: I have reviewed the above financial and program requirements. I verify that the enclosed report materials accurately reflect the status of the aforementioned program/project Exhibit E: Crime Control and Prevention District REQUEST FOR BUDGET M IFICATION Fiscal Year 2025 Date Submitting Agency Guardianship Services, Inc Contact Name Diane Wolfe Phone Number and Email 817-480-2226 Remit Address dwolfe@guardianshipservices.org Budget Category A. Personnel B. Fringe Benefits C. Travel and Training D. Equipment E. Supplies F. Contracts/Consultants G. Sub -Awards H. Occupancy Total Direct Costs Approved Budget DIRECT COSTS (90% minimum) Approved Budget Change Requested Revised Budget INDIRECT COSTS (10% maximum Change Requested Revised Budget Modification Narrative (describe in detail what change is for) I have reviewed this request and certify that the listed modifications are correct. Authorized Signatory ❑ Modification Approved Signatory Title FWPD STAFF USE ONLY Date ❑ Modification NOT Approved FWPD Staff Signature Date FY25 — CCPD Grants Corrective Action Plan Exhibit F: Crime Control and Prevention District CORRECTIVE ACTION PLAN In order to complete this form, please pull out the finalized Monitoring Results. Please detail the intended actions and timeline in which corrective action will be completed. It is advisable that all corrections to procedure be formalized by a policy document approved by the governing board. Additional Instructions are below. ITEM ID MONITORING FINDING CORRECTIVE ACTION RESPONSIBLE PERSON TARGET COMPLETION DATE SECTION - # FIN - 1 PERS - 2 ADM - 3 List the CCPD Improvemen Comment here Detail the corrective action to be taken. Designate a person to ensure completion Designate a target date to complete the action Authorized Representative Signature Name of Authorized Representative — Please Print Date City of Fort Worth, Texas Mayor and Council Communication DATE: 09/17/24 M&C FILE NUMBER: M&C 24-0761 LOG NAME: 35CCPD PROGRAM GRANTS Q4 2024 SUBJECT (ALL) Authorize Execution of Contracts with Camp Fire First Texas, Guardianship Services, Inc., United Community Centers, Inc. Southside Hornets Athletics Association from the Crime Control & Prevention District Community Based Programs Fund in the Total Program Amount of Up to $1,101,000.00 to Operate Crime Prevention Programming that Benefits Fort Worth Residents RECOMMENDATION: It is recommended that the City Council authorize the execution of contracts with Camp Fire First Texas, Guardianship Services, Inc., United Community Centers Inc., Southside Hornets Athletics Association from the Crime Control & Prevention District Community Based Programs Fund in the total program amount of up to $1,101,000.00 to operate crime prevention programming that benefits Fort Worth residents. DISCUSSION: Crime Control and Prevention District (CCPD) Community Based Programs provide funding to agencies that are recommended by a selection panel and then approved by the CCPD Board of Directors (Board). This panel consisted of staff and community representatives who evaluated the proposals to ensure minimum qualifications were met and that the proposed projects met one or more of the goals of the Board. On August 20, 2024, the Board reviewed and approved the recommendation to fund four crime prevention programs. The following programs' awards total up to $1,101,000.00 and are funded by the CCPD Community Based Fund. The four programs will have a contract term of October 1, 2024 through December 31, 2028 with no renewals. Funding will be allocated as follows to each agency in Fiscal Year 2025 on a reimbursement basis Camp Fire First Texas ($300,000.00) will implement their program "Teens in Action". Goals are to increase safety, reduce dropout rates, and reduce juvenile crimes by engaging under -served middle and high school students in positive activities, cultivating a growth mindset and conflict resolution skills through social -emotional curriculum, family engagement, one-on-one mentoring, and college and career readiness. The program will serve participants in Council Districts 2, 3, 5, and 8. Guardianship Services, Inc. ($300,000.00) will implement "The Financial Exploitation Prevention Center" program which creates a unified network of partners committed to the prevention, protection, and prosecution of financial exploitation of aging and/or disabled adults in Fort Worth. The program will serve participants in All Council Districts. United Community Centers, Inc. ($300,000.00) will implement Education Literacy Program (ELP) and Family Assistance and Advocacy services. These programs focus on literacy, family empowerment, and building relationships between neighborhood police officers (NPOs), businesses, and schools. The program will serve participants in Council Districts 2, 8, and 11. Southside Hornets ($201,000.00) will implement the "UNITY360" program which aims to combat juvenile delinquency in the Southside communities by engaging 4-12 year -olds in sports, education, and mentorship. Activities include STEM learning, parental engagement, and sports, all underpinned by their PROUD values to instill discipline, respect, and community spirit, thereby enhancing safety, and reducing crime rates. The program will serve participants in Council District 8. Funding is budgeted in the CCPD Community Based Fund for the CCPD Community Based Programs Department for the purpose of funding the CCPD Community Base Program FY24 project. FISCAL INFORMATION / CERTIFICATION: The Director of Finance certifies that funds are available in the current capital budget, as previously appropriated, in the CCPD Community Based Fund for the CCPD Community Based Prgm FY24 project to support the approval of the above recommendation and execution of the contract. Prior to any expenditure being incurred, the Police Department has the responsibility to validate the availability of funds. Submitted for Citv Manaaer's Office bv: William Johnson 5806 Oriainatina Business Unit Head: Neil Noakes 4212 Additional Information Contact: Elizabeth Garza 5571 Sarah Shannon 4254 Expedited