HomeMy WebLinkAbout064628 - General - Contract - Junior Achievement of the Chisholm TrailCSC No. 64628
STATE OF TEXAS §
§
COUNTY OF TARRANT §
This contract ("Contract") is made and entered into by and between the City of Fort Worth
(hereafter "City") and Junior Achievement of the Chisolm Trail (hereafter "Agency"), a Texas
non-profit corporation. City and Agency may be referred to individually as a"Party" and jointly
as "the Parties".
The Parties state as follows:
WHEREAS, City receives grant monies from the United States Department of Housing
and Urban Development through the Community Development Block Grant ("CDBG") Program,
Program No. B-25-MC-48-0010, Catalog of Federal Domestic Assistance No. 14.218;
WHEREAS, a national objective of the CDBG program is to benefit low and moderate
income citizens in accordance with 24 CFR Part 570, as amended from time to time;
WHEREAS, Agency submitted a proposal to use CDBG funds for a program to serve
individuals and families, 51 % of whom must be low and moderate income;
WHEREAS, City citizens, the Community Development Council, and the City Council
have determined that CDBG programs are needed by the City's citizens.
NOW, THEREFORE, the Parties understand and agree as follows:
1. INCORPORATION OF RECITALS.
City and Agency hereby agree that the recitals set forth above are true and correct and form
the basis upon which the Parties have entered into this Contract.
2. DEFINITIONS.
In addition to terms defined in the body of this Contract, the terms set forth below shall
have the definitions ascribed to them as follows:
Area Median Income or AMI means the median family income for the Fort Worth-Arlington
metropolitan statistical area as established annually by HUD. The 2025 income limits are
attached hereto as EXHIBIT "A-1" — 2025 HUD Income Limits.
CDBG means Community Development Block Grant.
Complete Documentation means the following documentation as applicable:
• Attachments I, II, and III within Exhibit "D", with supporting documentation
including:
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o Proof of expense: copies of timesheets, invoices, leases, service contracts or
other documentation showing that payment is due by Agency.
o Proof of payment: cancelled checks, bank statements, or wire transfers
necessary to demonstrate that amounts due by Agency were actually paid by
Agency.
o Proof of client eligibility: either (i) verifiable self-certification of income
such as the City's Certification Income Statement attached as EXHIBIT "E"
— Form of Income Self-Certification or a similar form approved by City,
or (ii) Source Documentation and, if applicable, confirmation of eligibility
through the Systematic Alien Verification for Entitlements (SAVE)
program.
Complete Documentation shall meet the standards described in the attached
EXHIBIT "F" - Standards for Complete Documentation.
• Any other document or record reasonably necessary to verify costs spent and client
eligibility for the Program.
CDBG Funds means the CDBG grant funds supplied by City to Agency under the terms of this
Contract.
CDBG Regulations means regulations found at 24 CFR Part 570 et seq.
Count�vide Agencies means agencies with 10% or more of clients that reside outside of the
boundaries of the City. All other agencies are considered Fort Worth agencies.
DBE means disadvantaged business enterprise in accordance with 49 CFR Part 26.
Director means the Director of the Neighborhood Services Department.
Effective Date means October 1, 2025.
HUD means the United States Department of Housing and Urban Development.
IDIS means Integrated Disbursement Information System, HUD's project tracking system.
Income Eligible Client means a client whose annual income adjusted for family size does not
exceed 80% of AMI using the most current HUD Income Guidelines and Technical Guidance for
Determining Income and Allowances. The definition of annual income to determine client income
eligibility shall be the definition contained in 24 CFR Part 5.609, as amended from time to time.
National Objective means an activity that benefits low- and moderate-income persons. For the
purposes of this Contract, at least 51% of the clients served by the Program must be Income
Eligible Clients.
Neighborhood Services Department means the City's Neighborhood Services Department.
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Neighborly Software — Online database for Agency to submit monthly reimbursement requests.
OMB means the Office of Management and Budget.
Program means the services described in EXHIBIT "A" — Program Summary.
Reimbursement Request means all reports and other documentation described in Section 9.
Source Documentation means documentation of full household income of any type described
under the definition of annual income in 24 CFR Part 5.609, including but not limited to copies of
paychecks, Social Security and disability verification letters, interest or rental income statements,
retirement income statements, child support and alimony verification, unemployment benefit
letters, and the like.
Unduplicated Clients means a count of all clients served by the Program at least once in the
Contract Term. Clients served by the Program more than once in the Contract Term will only be
counted the first time they are served when determining the total count of Unduplicated Clients.
3. TERM.
The term of this Contract begins on the Effective Date and terminates on September 30,
2026, unless earlier terminated as provided in this Contract. This Contract may be extended by
mutual agreement of the Parties in writing if such extension is necessary for completion of the
program. Extensions will be memarialized in an amendment to the Agreement so long as the
amendment is in compliance with City policies and all applicable laws and regulations governing
the use of federal grant funds. The Contract term shall include any extension, if exercised, as
provided herein.
4. DUTIES AND RESPONSIBILITIES OF CITY.
4.1 Provide CDBG Funds.
City will provide up to $50,000.00 of CDBG Funds under the terms and conditions of this
Contract.
4.2 Monitor.
City will monitor the activities and performance of Agency and any of its contractors,
subcontractors or vendors as necessary, but no less than annually. Monitoring by City will include
determining whether Agency is meeting the National Objective during the term of this Contract.
5. DUTIES AND RESPONSIBILITIES OF AGENCY.
5.1 Required Services.
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Agency shall perform the services described in EXHIBIT "A" — Program Summary in
accordance with the terms and conditions of this Contract.
5.2 Use of CDBG Funds.
52.1. Comnliance with CDBG Regulations and Contract.
Agency shall be reimbursed for eligible Program costs with CDBG Funds only if City
determines in its sole discretion that:
5.2.1.1 Costs are eligible expenditures in accordance with CDBG Regulations.
5.2.1.2 Costs are in compliance with this Contract and are reasonable and
consistent with industry norms.
5.2.1.3 Complete Documentation, as applicable, is submitted to City by
Agency.
5.2.2 Bud�et.
5.2.2.1 The CDBG Funds will be paid on a reimbursement basis in accordance
with EXHIBIT "B" - Budget.
5.2.2.2 During the term of this Contract, Agency may submit written requests
to increase or decrease line-item amounts in the Budget, including an
explanation of why such increases or decreases are necessary. All
requests shall be approved by Director ar Director's designee in writing,
with such approval being in the City's sole discretion. If the Agency's
proposed Budget amendment is approved (as approved, the "Amended
Budget"), then the Amended Budget shall be memorialized in a written
amendment to this Contract. The Amended Budget will take effect on
the first day of the month following the month in which the Contract
amendment is executed, unless otherwise specified in the amendment.
All requests for Budget amendments must be submitted by April
15, 2026.
5.2.3 Chan�e in Pro�ram Budget.
5.2.3.1 Agency will notify City promptly of any additional funds it receives for
operation of the Program, and City reserves the right to amend this
Contract in such instances to ensure compliance with HUD regulations
governing cost allocation.
5.2.3.2 Agency agrees to utilize the CDBG Funds to supplement rather than
supplant funds otherwise available for the Program.
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5.2.4 Pavment of CDBG Funds to Agencv.
CDBG Funds will be disbursed to Agency upon City's approval of Reimbursement
Requests including submission of Complete Documentation to City in compliance with Section 9.
If Agency expends all funds budgeted for the Program prior to September 30, 2026, City may
hold back a small amount of the CDBG Funds until the end of the term. During this interim period,
Agency must continue to submit Attachment III — Client Data Report in EXHIBIT "D" —
Reimbursement Forms monthly. It is expressly agreed by the Parties that any CDBG Funds not
spent or approved for reimbursement to Agency shall remain with City.
5.3 Pro�ram Performance Milestones, Review and Corrective Action .
5.3.1 Agency represents that the Program will achieve the following milestones in
accordance with EXHIBIT "A" — Program Summary and the table below:
Month
6
9
12
25%
50%
75%
100%
% of Unduplicated
Clients Served (as
speciiied in EXHIBIT
"A" — Program
Summary)
25%
50%
75%
100%
5.3.2 Failure of Agency to meet these milestones or a material deviation from them as
outlined in this Section 5.3 is a breach of this Contract. For the purpose of this Section, "material
deviation" shall mean more than 10% lower than the specified goal. In the event of such breach,
City reserves the right in its sole option to delay or withhold payment of Reimbursement Requests,
(ii) institute a Corrective Action plan as described below, (iii) to lower Agency's allocation of
CDBG Funds, or terminate this Contract.
5.3.2.1 Corrective Action.
Corrective action will be unique to the Agency and the Program and will be designed to
ensure that the Agency (i) expends the funds allocated to it by the City, and (ii) serves the
required number of unduplicated clients through the Program. The City may issue verbal or
informal directive requiring the Agency to take corrective action. A corrective action may
require additional outreach or marketing, additional reporting, additional monitoring, or any
other mechanism that will reasonably ensure the Program goals are met and that expenditures are
roughly proportional to the number of eligible, unduplicated clients served. Informal corrective
action shall not be considered a formal written corrective action plan or amendment to this
Contract. Formal written corrective action shall be required only when expressly stated in writing
by the City.
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5.3.3 Failure to meet at least 80% of its performance milestones or serve 90.
Unduplicated Clients under this Contract may, in City's sole discretion, disqualify Agency for
consideration under the City's Request for Proposals for the 2026-2027 Program Year for federal
grant funds.
5.3.4 Amendments to performance milestones must be approved by the Director in
writing, with such approval being in the Director's sole discretion. If Director approves the
Agency's proposed amended performance milestones (as approved, the "Amended Performance
Milestones"), then the Amended Performance Milestones will take effect on the first day of the
month following the month in which it was approved by the Director, unless otherwise specified
in the amendment. All requests for amendments to performance milestones must be submitted by
June 1, 2026. Except in extreme circumstances, notwithstanding the above, any amendments to
performance milestones shall not reduce the number for serving 90 Unduplicated Clients stated in
Section 5.3.3.
5.4 Identifv Program Expenses Paid with CDBG Funds.
Agency will keep accounts and records in such a manner that City may readily identify and
account for Program expenses reimbursed with CDBG Funds. These records shall be made
available to City for audit purposes and shall be retained as required hereunder.
5.5 Meet National Obiective.
Agency shall ensure that the activities carried out in the Program will meet the National
Obj ective.
5.6 Pro�ram Subcontracts.
Agency shall not enter into a subcontract with another agency, contractor, or vendor to
provide a service to clients for any part of the Program that will be paid with CDBG Funds without
City's written consent.
6. CLIENT ELIGISILITY VERIFICATION.
6.1 Client Eli�ibilitv.
Agency will document client eligibility as follows:
6.1.1 A�encv Clients.
Agency must verify all new clients' income with either a veriiiable self-certification of
income such as the City's Certification of Income Statement attached as EXHIBIT "E" — Self-
Certification of Income Form or a similar form approved by City, or Source Documentation.
Agency must use the annual income definition in 24 CFR Part 5.609 to establish client income and
must use the most current HUD Income Guidelines. The income of all Program clients must be
documented and at least 51% of them must be Income Eligible Clients.
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If applicable, the Agency must comply with the eligibility and verification requirements
that apply under title IV of the Personal Responsibility and Work Opportunity Reconciliation Act
of 1996, as amended (8 U.S.C. 1601-1646) (PRWORA) and use the Systematic Alien Verification
for Entitlements (SAVE) or an equivalent verification system approved by the Federal
government, to prevent any Federal public benefit from being provided to an ineligible alien who
entered the United States illegally or is otherwise unlawfully present in the United States, unless
the Agency is a nonprofit charitable organization exempt from this requirement under 8 U.S.C. §
1642(d).
6.1.1.1 If Agency serves both Fort Worth and non-Fort Worth clients, the
proportion of Program costs allocated to the CDBG-funded portion of
the Program Budget must be consistent with the proportion of Fort
Worth clients to all clients.
6.1.1.2 All Program clients must be reported on EXHIBIT "D" —
Reimbursement Forms, Attachment III. All Program clients whose
income has not been verified will be deemed not to be Income Eligible
Clients and shall not be included in the 51%.
6.1.1.3 Both the City's Certification of Income Statement attached as
EXHISIT "E" — Self-Certification of Income Form or a similar form
approved by City, or Source Documentation and, if applicable, such
confirmation of eligibility through the SAVE program are required to
verify the eligibility of Program clients.
6.1.2 Verification of Program Eli�ibilitv.
6.1.2.1 At the end of each quarter during the Contract term, Agency shall verify
CDBG Program Eligibility by confirming that at least 51 % of clients
served by the Program to date are Income Eligible Clients as reported
on Attachment III.
6.1.2.2 If Agency fails to meet the requirements of Section 6.1.2.1, Agency will
have thirty (30) calendar days, or until the next monthly invoice, to cure.
6.1.2.3 City will notify Agency by e-mail within fourteen (14) calendar days if
the client eligibility requirements outlined in this Section are not cured
within the timeline outline in 6.1.2.2. Agency will have seven (7)
calendar days from the date of the e-mail notice to meet these
requirements. If Agency fails to meet the requirements, Agency may
forfeit any payments otherwise due that month and failure to meet the
client eligibility requirements will be considered an event of default as
outlined in Section 10.1.
6.1.2.4 In the event the Agency fails to meet the client eligibility requirements,
City reserves the right in its sole option to delay or withhold payment of
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Reimbursement Requests, to lower Agency's allocation of CDBG
Funds, or to terminate this Contract.
6.2 Submission of Complete Documentation.
Agency must submit copies of documentation of client eligibility described in Section 6.1
with Attachment III with each month's Reimbursement Request for all Unduplicated Clients.
6.3 Maintain Documentation.
Agency must maintain copies of all documentation required by this Section 6 for 7 years
following the expiration of the Contract term. This Section shall survive the earlier termination or
expiration of this Contract.
7. ADDITIONAL CDBG REOUIREMENTS.
Agency agrees to comply with all requirements of the CDBG Program as stated in the
CDBG Regulations, including but not limited to the following:
7.1 Environmental Review.
CDBG Funds will not be paid, and costs cannot be incurred until City has conducted an
environmental review and completed an Environmental Review Record as required by 24 CFR
Part 58. The environmental review may result in a decision to proceed with, modify, or cancel the
funding for the Program. Further, Agency will not undertake or commit any funds to physical or
choice limiting actions as described in any applicable federal regulations. Any violation of this
provision will (i) cause this Contract to terminate immediately, and (ii) require Agency to repay
City the CDBG Funds it has already received and forfeit any future payments of CDBG Funds.
7.2 Contract Not Constituting Commitment of Funds.
Notwithstanding any provision of this Contract, the Parties agree and acknowledge that
this Contract does not constitute a commitment of funds, and that such commitment of funds or
approval may occur only upon (i) satisfactory completion of an environmental review and receipt
by City of an authorization to use grant funds from HUD under 24 CFR Part 58, (ii) approval of
City's 2025-2026 Action Plan, and (iii) receipt by City of a grant agreement from HUD.
7.3 Monitorin�.
7.3.1 Agency understands and agrees that it will be subject to monitoring by City for
compliance with terms and provisions of this Contract and the CDBG Regulations for the term of
this Contract. Agency is subject to such monitoring during the term of this Contract and for 7
years after the Contract term ends. Agency will provide reports and access to Program files as
requested by City during this 7 year period.
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7.3.2 Representatives of City, HUD, HUD Office of Inspector General, and the United
States Comptroller General shall have access during regular business hours, upon 48 hours prior
notice, to Agency's offices and records pertaining to the use of the CDBG Funds, and to Agency's
off'icers, directors, agents, employees, contractors, subcontractors and vendors for the purpose of
such monitoring.
7.3.3 In addition to other provisions of this Contract regarding frequency of monitoring,
City reserves the right to perform desk reviews or on-site monitoring of Agency's compliance with
the terms and conditions of this Contract. City shall provide Agency with a written report of the
monitor's findings after each monitoring visit. If the monitoring report notes deficiencies in
Agency's performance, the report shall include requirements for the timely correction of said
deficiencies by Agency. Failure by Agency to take the action specified in the monitoring report
may be cause for suspension or termination of this Contract as provided herein.
7.3.4 Subsections 7.3.1 through 7.3.3 shall be applicable for the Contract Term and for 7
years thereafter and shall survive the earlier termination or expiration of this Contract.
7.3.5 Agency shall provide City annually the results of any state or federal monitoring.
Such results shall be submitted within 60 days of receipt of such state or federal monitoring report,
or with the January Reimbursement Request, whichever is earlier.
7.4 A�encv Procurement Standards.
Agency shall comply with all applicable federal, state and local laws, regulations, and
ordinances for making procurements under this Contract. In addition to the conflict of interest
provisions in Section 14.13.3, Agency shall establish written procurement procedures to ensure
that materials and services are obtained in a cost effective manner and that provides for full and
open competition. When procuring materials and services for this Contract, Agency shall comply
at a minimum with the procurement standards in 2 CFR Part 200.317 through Part 200.326.
7.4.1 Contracts in excess of $10,000.00 made by Agency using CDBG Funds must
address termination for cause and convenience including the manner by which such termination
shall be effected and the basis for settlement of the terminated contract, if any, as required by
Appendix II(B), 2 CFR Part 200.
7.4.2 Agency shall not make any contract with parties listed on the government wide
System for Award Management, www.sam.gov ("SAM"). Agency must confirm by search of
SAM that all contractors paid with CDBG Funds are not listed by SAM as being debarred, both
prior to hiring and prior to submitting a Reimbursement Request which includes invoices from any
such contractor. Failure to submit such proofs of search shall be an event of default.
7.5 Cost Principles/Cost Reasonableness.
Agency shall administer its use of CDBG Funds in compliance with 2 CFR Part 200, as
applicable. The eligibility of costs incurred for performance rendered shall be determined in
accordance with 2 CFR Part 200.400 through 2 CFR Part 200.475.
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7.6 Financial Mana�ement Standards.
Agency agrees to comply with 2 CFR Part 200, as applicable. Agency also agrees to adhere
to the accounting principles and procedures required therein, utilize adequate internal controls, and
maintain necessary supporting and back-up documentation for all costs incurred in accordance
with 2 CFR Part 200.302 and Part 200.303.
7.7 Uniform Administrative Requirements, Cost Principles, and Audit
Reauirements.
Agency will comply with the Uniform Administrative Requirements, Cost Principles, and
Audit Requirements for Federal Awards in 2 CFR Part 200, as applicable, or any reasonably
equivalent procedures and requirements that City may require.
7.8 Terms Apnlicable to Contractors, Subcontractors and Vendors.
Agency understands and agrees that all terms of this Contract, whether regulatory or
otherwise, shall apply to any and all contractors, subcontractors and vendors of Agency which are
in any way paid with CDBG Funds or who perform any work in connection with the Program.
Agency shall cause all applicable provisions of this Contract to be included in and made a part of
any contract or subcontract executed in the performance of its obligations hereunder including its
obligations regarding the CDBG Regulations. Agency shall monitor the services and work
performed by its contractors, subcontractors and vendors on a regular basis for compliance with
the CDBG Regulations and Contract provisions. Agency must cure all violations of the CDBG
Regulations committed by its contractors, subcontractors or vendors. City maintains the right to
insist on Agency's full compliance with the terms of this Contract and the CDBG Regulations and
Agency is responsible for such compliance regardless of whether actions taken to fulfill the
requirements of this Contract are taken by Agency or by Agency's contractors, subcontractors or
vendors. Agency acknowledges that the provisions of this Section shall survive the earlier
termination or expiration of this Contract and shall be applicable for 7 years after the Contract term
ends.
7.9 Copvri�ht and Patent Ri�hts.
No reports, maps, or other documents produced in whole or in part under this Contract shall
be the subject of an application for copyright by or on behalf of Agency. HUD and City shall
possess all rights to invention or discovery, as well as rights in data, which may arise as a result of
Agency's performance under this Contract.
7.10 Conflict of Interest Disclosure.
In accordance with the requirements of Section 14.13.2.1 and 14.13.4, Agency shall
establish conflict of interest policies for federal awards. Agency shall disclose to City in writing
any potential conflict of interest.
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7.11 Compliance with FFATA and Whistleblower Protections.
Agency shall comply with the requirements of 2 CFR 300(b), including provisions of the
Federal Funding Accountability and Transparency Act ("FFATA") governing requirements on
executive compensation and provisions governing whistleblower protections contained in 10
U.S.C. 2409, 41 U.S.C. 4712, 10 U.S.C. 2324, 41 U.S.C. 4304 and 41 U.S.C. 4310.
7.11.1 Agency shall provide City with its DLJNS number.
7.12 Internal Controls.
In compliance with the requirements of 2 CFR Part 200.303, Agency shall:
7.12.1 Establish and maintain effective internal control over the CDBG Funds that
provides reasonable assurance that Agency is managing the CDBG Funds in compliance with
federal statutes, regulations, and the terms and conditions of this Contract. These internal controls
shall be in compliance with guidance in "Standards for Internal Control in the Federal
Government" issued by the Comptroller General of the United States or the "Internal Control
Integrated Framework" issued by the Committee of Sponsoring Organizations of the Treadway
Commission ("COSO");
7.12.2 Comply with federal statutes, regulations, and the terms and conditions of this
Contract;
7.12.3 Evaluate and monitor Agency's compliance with statutes, regulations and the terms
and conditions of this Contract;
7.12.4 Take prompt action when instances of noncompliance are identified including
noncompliance identified in audit findings; and
7.12.5 Take reasonable measures to safeguard protected personally identifiable
information and other information that HUD or City designates as sensitive or Agency considers
sensitive consistent with applicable federal, state, local and tribal laws regarding privacy and
obligations of confidentiality.
8. RECORD KEEPING; REPORTING AND DOCUMENTATION
REOUIREMENTS; AUDIT.
8.1 Record Keeuing.
Agency shall maintain a record-keeping system as part of its performance of this Contract
and shall promptly provide City with copies of any document City deems necessary for the
effective fulfillment of City's monitoring and evaluation responsibilities. Specifically, Agency will
keep or cause to be kept an accurate record of all actions taken and all funds spent, with supporting
and back-up documentation. Agency will maintain all records and documentation related to this
Contract for 7 years after the Contract term ends, regardless of whether or not this Contract is
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earlier terminated. If any claim, litigation, or audit is initiated before the expiration of the 7 year
period, the relevant records and documentation must be retained until all such claims, litigation or
audits have been resolved.
8.2 Access to Records.
Representatives of City, HUD and any duly authorized officials of the federal government
will have full access to, and the right to examine, audit, copy, excerpt and/or transcribe any of
Agency's records pertaining to all matters covered by this Contract for 7 years after the Contract
term ends, regardless of whether or not this contract is earlier terminated. Such access shall be
during regular business hours and upon at least 48 hours prior notice.
8.3 Renorts.
Agency will submit to City all reports and documentation described in this Contract in such
form as City may prescribe. Agency may also be required to submit a final performance and/or
final financial report if required by City at the termination of this Contract in such form and within
such times as City may prescribe. Failure to submit to City any report or documentation described
in this Contract shall be an event of default of this Contract and City may exercise all of its
remedies for default under this Contract.
8.3.1 AdditionalInformation.
Agency shall provide City with additional information as may be required by state or
federal agencies to substantiate Program activities and/or expenditure eligibility.
8.4 Change in Reporting Repuirements and Forms.
City retains the right to change reporting requirements and forms at its discretion. City
will notify Agency in writing at least iifteen (15) days prior to the effective date of such change,
and the Parties shall execute an amendment to the Contract reflecting such change if necessary.
8.5 Audit.
8.5.1 Entities that Exnend $1,000,000.00 or more in Federal Funds Per Year.
All non-federal entities that expend $1,000,000.00 or more in federal funds within 1 year,
regardless of the source of the federal award, must submit to City an annual audit prepared in
accordance with specific reference to 2 CFR Part 200.501 through Part 200.521. The audit shall
cover the Agency's fiscal years during which this Contract is in force. The audit must be prepared
by an independent certiiied public accountant, be completed within nine 9 months following the
end of the period being audited and be submitted to City within thirty 30 days of its completion.
Agency's audit certification is attached hereto as EXHIBIT "C" —"Audit Certification Form"
and "Audit Requirements". The Audit Certification Form must be submitted to City prior to
or with the first Reimbursement Request. Entities that expend less than $1,000,000.00 a year in
federal funds are exempt from federal audit requirements for that year, but records must be
available for review or audit by appropriate officials of the federal agency, City, and General
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Accounting Office.
8.5.2 Citv Reserves the Right to Audit.
City reserves the right to perform an audit of Agency's Program operations and finances at
any time during the term of this Contract and for 7 years after the Contract term ends, regardless
of whether or not this Contract is earlier terminated, if City determines that such audit is necessary
for City's compliance with the CDBG Regulations or other City policies. Agency agrees to allow
access to all pertinent materials as described herein for such audit. If such audit reveals a
questioned practice or expenditure, such questions must be resolved within fifteen (15) business
days after notice to Agency of such questioned practice or expenditure. If questions are not
resolved within this period, City reserves the right to withhold further funding under this Contract
and/or any other contracts with Agency. IF AS A RESULT OF ANY AUDIT IT IS
DETERMINED THAT AGENCY HAS FALSIFIED ANY DOCUMENTATION OR
MISUSED, MISAPPLIED OR MISAPPROPRIATED CDBG FUNDS OR SPENT CDBG
FUNDS ON ANY INELIGIBLE ACTIVITIES, AGENCY AGREES TO REIMBURSE
CITY THE AMOUNT OF SUCH MONIES PLUS THE AMOUNT OF ANY SANCTIONS,
PENALTY OR OTHER CHARGE LEVIED AGAINST CITY BY HUD BECAUSE OF
SUCH ACTIONS.
9. REIMBURSEMENT REOUIREMENTS.
9.1 Deadline for Submittin� Reimbursement Reauests.
9.1.1 Reimbursement Requests shall be submitted monthly to the City and must be
received by the City on or before the 15tb day of the month following the month expenses were
paid by Agency. For example, the Reimbursement Request for June expenses must be received
by July 15. In the event the 15tb falls on a weekend or City holiday, Reimbursement Requests
shall be due the next day that the City is open for business. Failure to submit a Reimbursement
Request in a timely fashion will result in City taking the actions outlined in Section 10.1.
NOTWITHSTANDING ANYTHING ABOVE, THE REIMBURSEMENT REQUEST FOR
EXPENSES INCURRED FOR SEPTEMBER 2026 MUST BE RECEIVED BY OCTOBER
4, 2026. COMPLETE DOCUMENTATION FOR ALL SEPTEMBER 2026 EXPENSES
MUST BE SUBMITTED BY OCTOBER 15, 2026. FAILURE TO SUBMIT A FINAL
REIMBURSEMENT REQUEST WITH COMPLETE DOCUMENTATION BY
OCTOBER 15, 2026 WILL RESULT IN FORFEITURE OF PAYMENT OF THE
SEPTEMBER REIMBURSEMENT REQUEST.
9.1.2 City will notify Agency by e-mail within fourteen (14) calendar days if a
Reimbursement Request is lacking Complete Documentation or corrections are needed. Agency
will have seven (7) calendar days from the date of the e-mail notice to submit any requested
information or missing documentation. At City's sole discretion, Agency may be penalized, in the
Request for Proposal for the 2026-2027 Program Year for any notifications received under this
Section. If Agency fails to submit all the required information or missing documentation within
seven (7) calendar days from the first e-mail, Agency may forfeit any payments otherwise due that
month and failure to submit any requested information will be considered an event of default as
outlined in Section 10.1.2.
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9.2 Submission of Reimbursement Requests.
Agency shall provide City with Complete Documentation and the following reports
as shown in EXHIBIT "D" —Reimbursement Forms with each Reimbursement Request:
9.2.1 Attachment I— Request Summarv.
This report shall contain the amount requested for reimbursement each month, and the
cumulative reimbursement requested to date (inclusive of that month's request).
9.2.2 Attachment II — Expenditure Worksheet.
This report shall itemize each expense requested for reimbursement by Agency and shall
include the Account corresponding the expense to a Budget line item. In order for this report to
be complete the following must be submitted:
9.2.2.1 For payroll expenses, timesheets signed by employees and approved by
supervisor for all payroll expenses listed. Timesheets must distinguish
between CDBG-funded time and non-CDBG funded time and reflect
actual time spent on CDBG-funded activities. Agency may not submit
payroll expenses dated sixty (60) calendar days prior to the date of the
Reimbursement Request.
9.2.2.2 For non-payroll expenses, invoices for each expense listed with an
explanation as to how the invoiced expense pertains to the Program.
Agency may not submit invoices dated sixty 60 calendar days prior to
the date of the Reimbursement Request.
9.2.2.3 Proof that each expense was paid by Agency. Proof can be satisfied by
cancelled checks, wire transfer documentation, paid receipts or other
appropriate banking documentation.
9.2.3 Attachment III — Client Data Report.
This report shall list each Unduplicated Client served during the month along with his or
her demographic information. The Client Data Report must maintain a list of all clients served
during the Contract term. In order for this report to be complete, the following must be submitted:
9.2.3.1 Documentation of income verification for each Unduplicated Client the first
time the client is served by the Program, which will either be the completed form
of EXHIBIT "E" — Self- Certification of Income Form or similar form approved
by City, and Source Documentation.
9.2.4 Delivery of Reimbursement Reauest.
Reimbursement Requests must be submitted through Neighborly Software or other
reporting software as approved by the City by the deadline in Section 9.1.
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9.2.5 Countvwide A�encies
Countywide Agencies shall submit EXHIBIT "A-2" — Reporting Requirements for
Count�vide Agencies quarterly with the December, March, June and September Reimbursement
Requests. Reports due under this section have the same due date as the Reimbursement Request.
9.3 Withholding Pavment.
CITY SHALL HAVE NO OBLIGATION TO PAY ANY REIMBURSEMENT
REQUEST THAT IS NOT RECEIVED BY THE DUE DATE AS OUTLINED HEREIN.
Failure to timely submit accurate and complete Reimbursement Requests and Complete
Documentation along with any required reports shall be an event of default.
10. DEFAULT AND TERMINATION.
10.1 Failure to Submit Reimbursement Reauest or Reauired Documentation.
10.1.1 If Agency fails to submit a Reimbursement Request in accordance with Section
9, Agency shall be in default of this Contract. City will notify Agency in writing of such default
and the Agency will have seven (7) calendar days from the date of the written Default Notice to
submit such Reimbursement Request to cure the default. If Agency fails to cure within such time,
Agency shall forfeit any payments otherwise due that month.
10.1.2 NOTWITHSTANDING THE PROVISIONS OF SECTION 10.1.1, IF
AGENCY FAILS TO SUBMIT THE REIMBURSEMENT REQUEST DUE OCTOBER 4,
2026 OR IF THE SUBMITTED REIMBURSEMENT REQUEST DUE OCTOBER 4, 2026
IS LATE, INCOMPLETE OR OTHERWISE NOT IN COMPLIANCE WITH THIS
CONTRACT OR THE CDBG REGULATIONS AS DETERMINED BY CITY IN ITS
SOLE DISCRETION, THERE WILL BE NO CURE PERIOD AND ANY
REIMBURSEMENT WILL BE FORFEITED.
10.1.3 In the event of an uncured default under this Section, City reserves the right at
its sole option to terminate this Contract effective immediately upon written notice of such intent
with no penalty or liability to City.
10.1.4 Notwithstanding anything to the contrary herein, City will not be required to
pay any CDBG Funds to Agency during the period that any Reimbursement Request, report or
documentation is past due or is not in compliance with this Contract or the CDBG Regulations, or
during any period during which Agency is in default of this Contract.
10.1.5 In the event of termination under this Section 10.1, all CDBG Funds awarded
but unpaid to Agency pursuant to this Contract shall be immediately forfeited and Agency shall
have no further right to such funds.
10.2 Failure to Maintain Records or Submit Reports and Documentation.
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If Agency fails to maintain all records and documentation as required in Section 8, or if the
maintained or submitted report or documentation is not in compliance with this Contract or the
CDBG Regulations as determined by City in its sole discretion, City will notify Agency in writing
and Agency will have thirty (30) calendar days from the date of the written request to obtain or
recreate the missing records and documentation or submit or resubmit any such report or
documentation to City. If Agency fails to maintain the required reports or documentation, or fails
to submit or resubmit any such report or documentation within such time, City shall have the right
to terminate this Contract effective immediately upon written notice of such intent with no penalty
or liability to City.
10.2.1 In the event of termination under Section 10.2, all CDBG Funds awarded but
unpaid to Agency pursuant to this Contract shall be immediately forfeited and Agency shall have
no further right to such funds.
10.2.2 In the event of termination under Section 10.2, any CDBG Funds paid to
Agency must be repaid to City within thirty (30) days of termination. If such CDBG Funds are not
repaid to City within the thirty (30) day period, City shall exercise all legal remedies available
under this Contract.
10.3 In General.
10.3.1 Subject to Section 10.2, and unless specifically provided otherwise in this
Contract, Agency shall be in default under this Contract if Agency breaches any term or condition
of this Contract. In the event that such a breach remains uncured after thirty (30) calendar days
following written notice by City (or such other notice period as may be specified herein) or, if
Agency has diligently and continuously attempted to cure following receipt of such written notice
but reasonably requires more than thirty (30) calendar days to cure, as determined by both Parties
mutually and in good faith, City shall have the right to elect in City's sole discretion to: (i) extend
Agency's time to cure, (ii) terminate this Contract effective immediately upon written notice of
such intent to Agency, or (iii) pursue any other legal remedies available to City under this Contract.
10.3.2 City's remedies may include:
10.3.2.1 Direct Agency to prepare and follow a schedule of actions for
carrying out the affected activities, consisting of schedules,
timetables and milestones necessary to implement the affected
activities.
10.3.2.2 Direct Agency to establish and follow a management plan that
assigns responsibilities for carrying out the remedial activities.
10.3.2.3 Reprogram CDBG Funds that have not yet been expended from
affected activities to other eligible activities or withhold CDBG
Funds.
10.3.2.4 Any other appropriate action including but not limited to any
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remedial action legally available such as declaratory judgment,
specific performance, damages, temporary or permanent
injunctions, termination of this Contract or any other contracts with
Agency, and any other available remedies.
10.3.3 In the event of termination under this Section 10.3, all CDBG Funds awarded
but unpaid to Agency pursuant to this Contract shall be immediately forfeited and Agency shall
have no further right to such funds, and any CDBG Funds already paid to Agency must be repaid
to City within thirty (30) days of the termination. Failure to repay such CDBG Funds within the
thirry (30) day period will result in City exercising alllegal remedies available under this Contract.
10.4 No Funds Disbursed while in Breach.
Agency understands and agrees that no CDBG Funds will be paid to Agency until all
defaults are cured to City's satisfaction.
10.5 No Compensation After Date of Termination.
Agency shall not receive any compensation for work undertaken after the date of the
termination.
10.6 Rights of Citv Not Affected.
Termination shall not affect or terminate any of the existing rights of City against Agency,
or which may thereafter accrue because of Agency's default and this provision shall be in addition
to any and all other rights and remedies available to City under the law. Such termination does
not terminate any provisions of this Contract that have been expressly noted as surviving the term
or termination of the Contract. No delay or omission by City in exercising any right or remedy
available to it under this Contract shall impair any such right or remedy or constitute a waiver or
acquiescence in any Agency default.
10.7 Waiver of Breach Not Waiver of Subsepuent Breach.
The waiver of a default or breach of any term, covenant, or condition of this Contract shall
not operate as a waiver of any subsequent default or breach of the same or any other term, covenant
or condition hereof.
10.8 Civil, Criminal and Administrative Penalties.
Failure to perform all the Contract terms may result in civil, criminal or administrative
penalties, including, but not limited to those set out in this Contract.
10.9 Termination for Cause.
10.9.1 City may terminate this Contract in the event of Agency's default, inability, or
failure to perform subject to notice, grace and cure periods. In the event City terminates this
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Contract for cause, all CDBG Funds awarded but unpaid to Agency pursuant to this Contract shall
be immediately rescinded and Agency shall have no further right to such funds and any CDBG
Funds already paid to Agency must be repaid to City within thirty (30) days of termination. Failure
to repay such CDBG Funds within thirty (30) days will result in City exercising all legal remedies
available to City under this Contract. AGENCY ACKNOWLEDGES AND AGREES THAT
IF CITY TERMINATES THIS CONTRACT FOR CAUSE, AGENCY OR ANY
AFFILIATES OF AGENCY SHALL NOT BE CONSIDERED FOR ANY OTHER CITY
CONTRACT FOR CDBG FUNDS FOR A MINIMUM OF 7 YEARS FROM THE DATE
OF TERMINATION.
10.9.2 Agency may terminate this Contract if City does not provide the CDBG Funds
substantially in accordance with this Contract.
10.10 Termination for Convenience.
In terminating in accordance with 2 CFR Part 200, Appendix II, this Contract may be
terminated in whole or in part only as follows:
10.10.1 By City with the consent of Agency in which the Parties agree upon the
termination conditions, including the effective date and in the case of partial termination, the
portion to be terminated; or
10.102 By Agency upon at least thirty (30) days written notification to City, setting
forth the reasons for such termination, the effective date, and in the case of partial termination, the
portion to be terminated. In the case of a partial termination, City may terminate the Contract in
its entirety if City determines in its sole discretion that the remaining portion of the Contract to be
performed or CDBG Funds to be spent will not accomplish the purposes for which the Contract
was made.
10.11 Dissolution of Agencv Terminates Contract.
This Contract shall terminate in the event Agency is dissolved or ceases to exist. In the
event of termination under this Section, all CDBG Funds are subject to repayment and/or City may
exercise all of its remedies under this Contract.
10.12 Non-appropriation of Funds.
In the event no funds or insufiicient funds are appropriated by City in any fiscal period for
any payments due hereunder, City will notify Agency 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 City of any kind whatsoever, except as to the portions of the payments herein
agreed upon for which funds have been appropriated.
10.13 Reversion of Assets.
In the event this Contract is terminated with or without cause, all assets acquired by Agency
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with the CDBG Funds including cash, interest payments from loans or otherwise, all outstanding
notes, mortgages or other security instruments, any accounts receivable attributable to the use of
the CDBG Funds, and any real or personal property owned by Agency that was improved with the
CDBG Funds shall automatically transfer to City or to such assignee as City may designate.
11. REPAYMENT OF CDBG FUNDS.
All CDBG Funds are subject to repayment in the event the Program does not meet the
requirements of this Contract or in the CDBG Regulations. If Agency takes any action that
results in the City being required to repay all or any portion of the CDBG Funds to HUD,
Agency agrees it will reimburse City within thirty (30) days of notice from the City for such
repayment. Additionally, if Agency takes any action that results in City receiving a finding
from HUD about the Program, whether or not repayment of all or any portion of the CDBG
Funds is required of City, Agency agrees City may require that 10% of the CDBG Funds be
repaid to City as liquidated damages. The Parties agree that City's damages in the event of either
repayment to HUD being required or receiving a finding from HUD are uncertain and would be
difficult to ascertain and may include an impact on City's CDBG grant or other federal grant funds,
in addition to the finding by HUD or a required repayment of funds to HUD by City. Therefore,
the Parties agree that payment under this Section of 10% of the CDBG Funds by Agency to City
is liquidated damages and not a penalty.
12. CHANGE IN NON-PROFIT STATUS.
Agency must provide City with written notification of any changes to its non-profit status
within fifteen (15) calendar days of being notified of the change. Regardless of notice by Agency,
if the non-profit status of Agency changes after the date of this Contract, City may but is not
obligated to, terminate this Contract. In the event of termination under this Section 12, all CDBG
Funds awarded but not yet paid to Agency pursuant to this Contract shall be immediately rescinded
and Agency shall have no further right to such funds. City, in its sole discretion, may require that
any CDBG Funds already paid to Agency must be repaid to City within thirty (30) calendar days
of termination under this Section.
13. SURVIVAL.
Any provision of this Contract that pertains to auditing, monitoring, indemnity obligations,
client income eligibility, record keeping and reports, City ordinances, or applicable CDBG
requirements, and any default and enforcement provisions necessary to enforce such provisions,
shall survive the termination of this Contract for 7 years after the Contract term ends, regardless
of whether or not this Contract is earlier terminated, and shall be enforceable by City against
Agency.
14. GENERAL PROVISIONS
14.1 Agencv an Independent Contractor.
Agency shall operate hereunder as an independent contractor and not as an officer, agent,
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servant or employee of City. Agency 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, contractors, subcontractors, vendors, clients, licensees or invitees.
14.2 Doctrine of Resnondeat Sunerior.
The doctrine of respondeat superior shall not apply as between City and Agency, or its
officers, members, agents, servants, employees, contractors, subcontractors, vendors, clients,
licensees or invitees, and nothing herein shall be construed as creating a partnership or joint
enterprise between City and Agency. City does not have the legal right to control the details of
the tasks performed hereunder by Agency, its officers, members, agents, employees, contractors,
subcontractors, vendors, clients, licensees or invitees.
14.3 Agencv Propertv.
City shall under no circumstances be responsible for any property belonging to Agency, or
its off'icers, members, agents, employees, contractors, subcontractors, vendors, clients, licensees
or invitees that may be lost, stolen or destroyed or in any way damaged and AGENCY HEREBY
INDEMNIFIES AND HOLDS HARMLESS CITY AND ITS OFFICERS, AGENTS, AND
EMPLOYEES FROM ANY AND ALL CLAIMS OR SUITS PERTAINING TO OR
CONNECTED WITH SUCH PROPERTY.
14.4 Religious Organization.
Agency shall comply with all applicable requirements as more particularly described in 24
CFR Part 5109. No portion of the CDBG Funds shall be used in support of any sectarian or
religious activity. In addition, there must be no religious or membership criteria for clients of a
CDBG-funded service.
14.4.1. Separation of Explicitiv Reli�ious Activities.
Agency retains its independence and may continue to carry out its mission, including the
definition, development practice, and expression of its religious beliefs, provided that it does not
use CDBG Funds to support or engage in any explicitly religious activities (including activities
that involve overt religious content such as worship, religious instruction, or proselytization), or
in any other manner prohibited by law.
14.4.2 Exulicitiv Reli�ious Activities.
If Agency engages in explicitly religious activities (including activities that involve overt
religious content such as worship, religious instruction, or proselytization), the explicitly religious
activities must be offered separately, in time or location, from the programs or activities supported
by CDBG Funds and participation must be voluntary for clients of a CDBG-funded service.
14.4.3 Required Notices.
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If Agency constitutes a Faith-based organization under 24 CFR Part 5.109, Agency must
provide all clients of a CDBG-funded service with the notice attached as EXHIBIT "I"—Notice
of Beneficiary Rights. Such notice shall be provided to the client prior to enrollment in any
CDBG-funded program or activity. In addition, if a client or prospective client of a CDBG-funded
service objects to the religious character of Agency, then Agency must promptly undertake
reasonable efforts to identify and refer the client or prospective client to an alternate provider to
which the client or prospective client has no such objection, as more particularly described in 24
CFR Part 5.109.
14.5 Venue.
Venue shall lie in state courts in Tarrant County, Texas or the United States District
Court for the Northern District of Texas, Fort Worth Division for any action, whether real or
asserted, at law or in equity, arising out of the execution, performance, attempted performance or
non-performance of this Contract.
14.6 Governing Law.
This Contract shall be governed by and construed in accordance with the laws of the State
of Texas. If any action, whether real or asserted, at law or in equity, arises out of the execution,
performance or non-performance of this Contract or on the basis of any provision herein, for any
issue not governed by federal law, the choice of law shall be the laws of the State of Texas.
14.7 Severabilitv.
The provisions of this Contract are severable, and if for any reason a clause, sentence,
paragraph or other part of this Contract 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.
14.8 Written A�reement Entire Contract.
This written instrument and the Exhibits, Attachments, and Addendums attached hereto,
which are incorporated by reference and made a part of this Contract for all purposes, constitute
the entire agreement by the Parties concerning the work and services to be performed under this
Contract. Any prior or contemporaneous oral or written agreement which purports to vary the
terms of this Contract shall be void. Any amendments to the terms of this Contract must be in
writing and executed by the Parties.
14.9 Para�raph Headin�s for Reference Onlv, No Le�al Significance; Number
and Gender.
The paragraph headings contained herein are for convenience in reference to this Contract
and are not intended to define or to limit the scope of any provision of this Contract. When context
requires, singular nouns and pronouns include the plural and the masculine gender shall be deemed
to include the feminine or neuter and the neuter gender to include the masculine and feminine.
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The words "include" and "including" whenever used herein shall be deemed to be followed by the
words "without limitation".
14.10 Compliance with All Applicable Laws and Regulations.
Agency agrees to comply fully with all applicable laws and regulations that are currently
in effect or that are hereafter amended during the performance of this Contract. Those laws
include, but are not limited to:
➢ CDBG Regulations found in 24 CFR Part 570
➢ Title I of the Housing and Community Development Act of 1974, as amended, (42
USC 5301)
➢ Title VI of the Civil Rights Act of 1964 (42 U.S.C. Sections 2000d et seq.) including
provisions requiring recipients of federal assistance to ensure meaningful access by
persons of limited English pro�ciency
➢ The Fair Housing Act, Title VIII of the Civil Rights Act of 1968 (42 U.S.C. Sections
3601 et seq.)
➢ Executive Orders 11063, 11246 as amended by 11375 and 12086 and as supplemented
by Department of Labor regulations 41 CFR Part 60
➢ The Age Discrimination in Employment Act of 1967
➢ The Age Discrimination Act of 1975 (42 U.S.C. Sections 6101 et seq.)
➢ The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970
(42 U.S.C. Sections 4601 et seq. and 49 CFR Part 24) ("URA")
➢ Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. Sections 794 et seq.) and 24
CFR Part 8 where applicable
➢ National Environmental Policy Act of 1969, as amended, 42 U.S.C. Sections 4321 et
seq. ("NEPA") and the related authorities listed in 24 CFR Part 58.
➢ The Clean Air Act, as amended, (42 U.S.C. Sections 1251 et seq.) and the Clean Water
Act of 1977, as amended (33 U.S.C. Sections 1251 et seq.) and the related Executive
Order 11738. In no event shall any amount of the assistance provided under this
Contract be utilized with respect to a facility that has given rise to a conviction under
the Clean Air Act or the Clean Water Act.
➢ Immigration Reform and Control Act of 1986 (8 U.S.C. Sections 1101 et seq.)
speciiically including the provisions requiring employer verifications of legal status of
its employees
➢ The Americans with Disabilities Act of 1990 (42 U.S.C. Sections 12101 et seq.), the
Architectural Barriers Act of 1968 as amended (42 U.S.C. Sections 4151 et seg.) and
the Uniform Federal Accessibility Standards, 24 CFR Part 40, Appendix A
➢ Regulations at 24 CFR Part 87 related to lobbying, including the requirement that
certifications and disclosures be obtained from all covered persons
➢ Drug Free Workplace Act of 1988 (41 U.S.C. Sections 701 et seq.) and 24 CFR Part
23, Subpart F
➢ Executive Order 12549 and 24 CFR Part 5.105(c) pertaining to restrictions on
participation by ineligible, debarred or suspended persons or entities
➢ Section 6002 of the Solid Waste Disposal Act, as amended by the Resource
Conservation and Recovery Act
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➢ Guidelines of the Environmental Protection Agency at 40 CFR Part 247
➢ For contracts and subgrants for construction or repair, Copeland "Anti-Kickback" act
(18 U.S.C. 874) as supplemented in 29 CFR Part 5
➢ For construction contracts awarded by Agency in excess of $2,000, and in excess of
$2,500 for other contracts which involve the employment of inechanics or laborers,
Sections 103 and 107 of the Contract Work Hours and Safety Standards Act (40 U.S.C.
327A 300) as supplemented by 29 CFR Part 5
➢ Lead-Based Paint Poisoning Prevention Act (42 U.S.C. 4801 et seq.), as amended by
the Residential Lead-Based Paint Hazard Reduction Act of 1992 (42 U.S.C. 4851 et
seq.) and implementing regulations at 24 CFR Part 35, subparts A, B, M, and R
➢ Uniform Administrative Requirements, Cost Principles, and Audit Requirements for
Federal Awards, 2 CFR Part 200 et seq.
➢ Federal Funding Accountability and Transparency Act of 2006 ("FFATA") (Pub.L.
109-282, as amended by Section 6205(a) of Pub.L. ll0-252 and Section 3 of Pub.L.
113-101)
➢ Federal Whistleblower Regulations, as contained in 10 U.S.C. 2409, 41 U.S.C. 4712,
10 U.S.C. 2324, 41 U.S.C. 4304 and 41 U.S.C. 4310.
➢ The Build America, Buy America Act (BABA) enacted under Division G, Title IX of
the Infrastructure Investment and Jobs Act (IIJA, Pub. L. No. 117-58) signed into law
on November 15, 2021.
➢ General Administrative, National, and Departmental Policy Requirements and Terms
for HUD's Financial Assistance Programs (2025), as referenced in the Notice of
Funding Opportunity (NOFO) for this award.
➢ Compliance with OMB requirements on the Unique Entity Identifier (UEI) and
SAM.gov registration, as well as reporting under 2 CFR Part 25 and Part 170.
➢ Adherence to all applicable requirements related to noncompliance and termination, as
described in 2 CFR §§ 200.339-200.340.
➢ Report suspected fraud, waste, and abuse to HUD and the Office of Inspector General
(OIG), and to inform employees of their protections under 41 U.S.C. § 4712.
14.11 urm � ��;�+„a u,.�;,.,.+� .,,,a �,�,,.�,,.,,,.,,,,+ .,,,a �+�,,,,. �,.,,,,,,,�,;,, n,.,,,,,.+.,,,;+;,,�.
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14.12 Prohibition Against Discrimination.
14.12.1 General Statement.
Agency shall comply in the execution, performance or attempted performance of this
Contract, with all non-discrimination requirements of 24 CFR Part 570.607 and Chapter 17, Article
III, Division 4— Fair Housing of the City Code. Agency may not discriminate against any person
because of race, color, sex, gender, religion, national origin, familial status, disability or perceived
disability, sexual orientation, gender identity, gender expression, or transgender, nor will Agency
permit its off'icers, members, agents, employees, or clients to engage in such discrimination.
This Contract is made and entered into with reference specifically to Chapter 17, Article
III, Division 3- Employinent Practices of the City Code, and Agency hereby covenants and agrees
that Agency, its officers, members, agents, employees and contractors, have fully complied with
CDBG 51% PSA CONTRACT 2025-2026 23
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all provisions of same and that no employee, or applicant for employment has been discriminated
against under the terms of such ordinances by either or its officers, members, agents, employees
or contractors.
14.12.2 No Discrimination in Emplovment durin� the Performance of This
Contract.
During the performance of this Contract Agency agrees to the following provision, and
will require that its contractors and subcontractors also comply with such provision by including
it in all contracts with its contractors:
�Contractor's, Subcontractor's or Vendor's name� will not unlawfully discriminate against
any employee or applicants for employment because of race, color, sex, gender, religion, national
origin, familial status, disability or perceived disability, sexual orientation, gender identity, gender
expression or transgender. [Contractor's, Subcontractor's or T�endor's name] will take affirmative
action to ensure that applicants are hired without regard to race, color, sex, gender, religion,
national origin, familial status, disability or perceived disability, sexual orientation, gender
identity, gender expression or transgender and that employees are treated fairly during employment
without regard to their race, color, seX, gender, religion, national origin, familial status, disability
or perceived disability, sexual orientation, gender identity, gender expression or transgender. Such
action shall include, but not be limited to, the following: employment, upgrading, demotion or
transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms
of compensation, and selection for training, including apprenticeship. [Contractor's,
Subcontractor's or Vendor's name] agrees to post in conspicuous places, available to employees
and applicants for employment, notices setting forth the provisions of this nondiscrimination
clause.
[Cont�actor's, Subcontractor's or Vendor's name] will, in all solicitations or
advertisements for employees placed by or on behalf of [Contractor's, Subcontractor's or
Vendor's name], state that all qualified applicants will receive consideration for employment
without regard to race, color, sex, gender, religion, national origin, familial status, disability or
perceived disability, sexual orientation, gender identity, gender expression or transgender.
�Contractor's, Subcontractor's or T�endor's name� covenants that neither it nor any of its
officers, members, agents, employees, or contractors, while engaged in performing this Contract,
shall, in connection with the employment, advancement or discharge of employees or in
connection with the terms, conditions or privileges of their employment, discriminate against
persons because of their age or because of any disability or perceived disability, except on the
basis of a bona fide occupational qualification, retirement plan or statutory requirement.
[Cont�actor's, Subcont�actor's or Vendor's name] further covenants that neither it nor its
officers, members, agents, employees, contractors, or persons acting on their behalf, shall specify,
in solicitations or advertisements for employees to work on this Contract, a maximum age limit
for such employment unless the specified maximum age limit is based upon a bona fide
occupational qualification, retirement plan or statutory requirement.
14.12.3 A�encv's Contractors and the ADA.
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In accordance with the provisions of the Americans With Disabilities Act of 1990
("ADA"), Agency warrants that it and any of its contractors will not unlawfully discriminate on
the basis of disability in the provision of services to the general public, nor in the availability, terms
and/or conditions of employment for applicants for employment with, or employees of, Agency or
any of its contractors. AGENCY WARRANTS IT WILL FULLY COMPLY WITH THE
ADA'S PROVISIONS AND ANY OTHER APPLICABLE FEDERAL, STATE AND
LOCAL LAWS CONCERNING DISABILITY AND WILL DEFEND, INDEMNIFY AND
HOLD CITY HARMLESS AGAINST ANY CLAIMS OR ALLEGATIONS ASSERTED BY
THIRD PARTIES, CONTRACTORS SUBCONTRACTORS, VENDORS OR AGENTS
AGAINST CITY ARISING OUT OF AGENCY'S AND/OR ITS CONTRACTORS',
SUBCONTRACTORS', VENDORS' OR AGENTS' OR THEIR RESPECTIVE
EMPLOYEES' ALLEGED FAILURE TO COMPLY WITH THE ABOVE-REFERENCED
LAWS CONCERNING DISABILITY DISCRIMINATION IN THE PERFORMANCE OF
THIS CONTRACT.
14.13 Conf7icts of Interest and Violations of Criminal Law.
14.13.1 AEencv Safe�uards.
Agency shall establish safeguards to prohibit its employees, board members, advisors and
agents from using positions for a purpose that is or gives the appearance of being motivated by a
desire for private gain for themselves or others, particularly those with whom they have family,
business or other ties. Agency shall disclose to City any such conflict of interest or potential
conflict of interest, immediately upon discovery of such.
14.13.2 General Prohibitions Against Conflicts of Interest.
No employees, agents, consultants, officers or elected officials or appointed officials of
City or of Agency who exercise or have exercised any functions or responsibilities with respect to
activities assisted with CDBG funds or who are in a position to participate in a decision-making
process or gain inside information with regard to these activities may utilize CDBG services, may
obtain a financial interest or benefit from a CDBG-assisted activity, or have an interest in any
contract, subcontract or agreement with respect thereto, or the proceeds thereunder, either for
themselves or those with whom they have family or business ties, during their tenure or for 1 year
thereafter.
14.13.2.1 Agency shall establish conflict of interest policies for federal awards
including the CDBG Funds and shall disclose in writing potential
conflicts of interest to City as authorized by 2 CFR Part 200.112.
14.13.3 Conflicts of Interest Involving Procurement.
The conflict of interest provisions of 2 CFR Part 200.318 shall apply in the procurement
of property and services by Agency. In all cases not governed by this Section, the provisions of 24
CFR Part 570.611 of the CDBG Regulations shall apply.
CDBG 51°/a PSA CONTRACT 2025-2026 25
Junior Achievement of the Chisolm Trail
14.13.3.1 As more particularly described in 2 CFR Part 200.318, Agency shall
maintain and submit to City written standards of conduct covering
conflicts of interest and governing the performance of its employees
engaged in the selection, award, and administration of contracts. No
employee, officer, or agent may participate in the selection, award,
or administration of a contract supported by a federal award if he or
she has a real or apparent conflict of interest. The standards of
conduct must provide for disciplinary actions to be applied for
violations of such standards by officers, employees, or agents of
Agency.
14.13.32 The officers, employees, and agents of Agency shall neither solicit
nor accept gratuities, favors, or anything of monetary value from
contractors or parties to subcontracts.
14.13.3.3 Notwithstanding the prohibition contained in Section 14.13.3.2,
Agency may set standards of conduct for situations in which the
financial interest is not substantial or the gift is an unsolicited item
of nominal value. Such standards of conduct must provide for
disciplinary actions to be applied for violations of such standards by
Agency's officers, employees or agents.
14.13.3.4 Agency shall maintain written standards of conduct covering
organizational conflicts of interest. Organizational conflicts of
interest means that because of relationships with a parent company,
affiliate, or subsidiary organization, Agency is unable or appears to
be unable to be impartial in conducting a procurement action
involving a related organization.
14.13.3.5 Agency must maintain records sufficient to detail the history of
procurement. These records will include, but are not necessarily
limited to the following: rationale for the method of procurement,
selection of contract type, contractor selection or rejection, and the
basis for the contract price.
14.13.4 Disclosure of Conflicts of Interest.
In compliance with 2 CFR Part 200.112, Agency is required to timely disclose to City in
writing any potential conflict of interest.
14.13.5 Disclosure of Conflicts of Interest for Agencv Clients.
Agency understands that its clients will be receiving assistance partially or fully funded
utilizing Housing and Urban Development (HUD) funds received by City. Agency will assist City
in determining whether eligible clients have a potential relationship to the City that constitutes a
conflict of interest by having clients fill out the Conflict of Interest Disclosure Form, attached
CDBG 51°/a PSA CONTRACT 2025-2026 26
Junior Achievement of the Chisolm Trail
hereto as Exhibit "J". In the event a conflict of interest exists, this may affect the client's eligibility
to receive services. As a result, if a potential client provides information on the form that a conflict
may exist, Agency must notify City for a determination prior to providing services.
14.13.6 Disclosure of Texas Penal Code Violations.
Agency affirms that it will adhere to the provisions of the Texas Penal Code which prohibit
bribery and gifts to public servants. Agency will timely disclose to City all violations.
14.13.7 Disclosure of Federal Criminal Law Violations.
In compliance with 2 CFR Part 200.113, Agency is required to timely disclose to City all
violations of federal criminal law involving fraud, bribery or gratuity violations potentially
affecting the Agency.
14.14 Subcontractin� with Small and Minoritv Firms, Women's Business
Enterqrises and Labor Surplus Areas.
14.14.1 For procurement contracts $100,000.00 or larger that are paid for, in part or in
full, with the CDBG Funds, Agency agrees to abide by City's policy to involve Minority Business
Enterprises and Small Business Enterprises and to provide them equal opportunity to compete for
contracts for construction, provision of professional services, purchase of equipment and supplies
and provision of other services required by City. To the extent applicable, Agency agrees to
comply with all City Ordinances, and all amendments or successor policies or ordinances thereto,
for all contracts and subcontracts for procurement larger than $100,000.00 or larger that are paid
for, in part or in full, with the CDBG Funds and will further require all persons or entities with
which it so contracts to comply with said ordinance.
14.14.2 It is national policy to award a fair share of contracts to disadvantaged business
enterprises ("DBEs"), small business enterprises ("SBEs"), minority business enterprises
("MBEs"), and women's business enterprises ("WBEs"). Accordingly, affirmative steps must be
taken to assure that DBEs, SBEs, MBEs, and WBEs are utilized when possible as sources of
supplies, equipment, construction and services.
14.14.2.1 In order to comply with federal reporting requirements 24 CFR Part
570.506 (g)(6), Agency must submit the form attached hereto as
EXHIBIT "H" — MBE Reporting Form for each contract or
subcontract with a value of $25,000.00 or more paid or to be paid
with the CDBG Funds. Agency shall submit this form by the date
specified in EXHIBIT "H" — MBE Reporting Form.
14.15 Other Laws.
The failure to list any federal, state or City ordinance, law or regulation that is applicable
to Agency does not excuse or relieve Agency from the requirements or responsibilities in regard
to following the law, nor from the consequences or penalties for Agency's failure to follow the
CDBG 51°/a PSA CONTRACT 2025-2026 27
Junior Achievement of the Chisolm Trail
law, if applicable.
14.16 Assignment.
Agency shall not assign all or any part of its rights, privileges, or duties under this Contract
without the prior written approval of City. Any attempted assignment of same without approval
shall be void, and shall constitute a breach of this Contract.
14.17 Right to Inspect Agencv Contracts.
It is agreed that City has the right to inspect and approve in writing any proposed contracts
between Agency and any contractor or vendor engaged in any activity in conjunction with this
CDBG-funded Program prior to any charges being incurred.
14.18 Force Maieure.
If Agency becomes unable, either in whole or part, to fulfill its obligations under this
Contract due to acts of God, strikes, lockouts, or other industrial disturbances, acts of public
enemies, wars, blockades, insurrections, riots, epidemics, pandemics, earthquakes, fires, floods,
restraints or prohibitions by any court, board, department, commission or agency of the United
States or of any States, civil disturbances, or explosions, or some other reason beyond Agency's
control (collectively, "Force Majeure EvenY'), the obligations so affected by such Force Majeure
Event will be suspended only during the continuance of such event. Agency will give City written
notice of the existence, extent and nature of the Force Majeure Event as soon as reasonably
possible after the occurrence of the event. Failure to give notice will result in the continuance of
Agency's obligation regardless of the extent of any existing Force Majeure Event. Agency will
use commercially reasonable efforts to remedy its inability to perform as soon as possible.
14.19 IMMIGRATION NATIONALITY ACT.
Agency shall verify the identity and employment eligibility of its employees who perform
work under this Contract, including completing the Employment Eligibility Verification Form (I-
9). Upon request by City, Agency shall provide City with copies of all I-9 forms and supporting
eligibility documentation for each employee who performs work under this Contract. Agency
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 Agency employee who is not legally eligible to
perform such services. AGENCY SHALL INDEMNIFY CITY AND HOLD CITY
HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO
VIOLATIONS OF THIS PARAGRAPH BY AGENCY, AGENCY'S EMPLOYEES,
SUSCONTRACTORS, AGENTS, OR LICENSEES. City, upon written notice to Agency, shall
have the right to immediately terminate this Contract for violations of this provision by Agency.
15. INDEMNIFICATION AND RELEASE.
AGENCY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS
AND DEFEND, AT ITS OWN EXPENSE, CITY AND ITS OFFICERS, AGENTS,
CDBG 51°/a PSA CONTRACT 2025-2026 28
Junior Achievement of the Chisolm Trail
SERVANTS AND EMPLOYEES FROM AND AGAINST ANY AND ALL CLAIMS OR
SUITS FOR PROPERTY LOSS OR DAMAGE AND/OR PERSONAL INJURY,
INCLUDING DEATH, TO ANY AND ALL PERSONS, OF WHATSOEVER KIND OR
CHARACTER, WHETHER REAL OR ASSERTED, ARISING OUT OF OR IN
CONNECTION WITH THE EXECUTION, PERFORMANCE, ATTEMPTED
PERFORMANCE OR NONPERFORMANCE OF THIS CONTRACT AND/OR THE
OPERATIONS, ACTIVITIES AND SERVICES OF THE PROGRAM DESCRIBED
HEREIN, WHETHER OR NOT CAUSED IN WHOLE OR IN PART, BY ALLEGED
NEGLIGENCE OF OFFICERS, AGENTS, SERVANTS, EMPLOYEES, CONTRACTORS
OR SUBCONTRACTORS OF CITY; AND AGENCY HEREBY ASSUMES ALL
LIABILITY AND RESPONSIBILITY OF CITY AND ITS OFFICERS, AGENTS,
SERVANTS, AND EMPLOYEES FOR ANY AND ALL CLAIMS OR SUITS FOR
PROPERTY LOSS OR DAMAGE AND/OR PERSONAL INJURY, INCLUDING DEATH,
TO ANY AND ALL PERSONS, OF WHATSOEVER KINDS OR CHARACTER,
WHETHER REAL OR ASSERTED, ARISING OUT OF OR IN CONNECTION WITH
THE EXECUTION, PERFORMANCE, ATTEMPTED PERFORMANCE OR
NONPERFORMANCE OF THIS CONTRACT AND/OR THE OPERATIONS,
ACTIVITIES AND SERVICES OF THE PROGRAM DESCRIBED HEREIN, WHETHER
OR NOT CAUSED IN WHOLE OR IN PART BY ALLEGED NEGLIGENCE OF
OFFICERS, AGENTS, SERVANTS, EMPLOYEES, CONTRACTORS OR
SUBCONTRACTORS OF CITY. AGENCY LIKEWISE COVENANTS AND AGREES TO
AND DOES HEREBY INDEMNIFY AND HOLD HARMLESS CITY FROM AND
AGAINST ANY AND ALL INJURY, DAMAGE OR DESTRUCTION OF PROPERTY OF
CITY, ARISING OUT OF OR IN CONNECTION WITH ALL ACTS OR OMISSIONS OF
AGENCY, ITS OFFICERS, MEMBERS, AGENTS, EMPLOYEES, CONTRACTORS,
SUBCONTRACTORS, INVITEES, LICENSEES, OR CLIENTS, OR CAUSED, IN
WHOLE OR IN PART, BY ALLEGED NEGLIGENCE OF OFFICERS, AGENTS,
SERVANTS, EMPLOYEES, CONTRACTORS OR SUBCONTRACTORS OF CITY.
IT IS THE EXPRESS INTENTION OF THE PARTIES, BOTH AGENCY AND
CITY, THAT THE INDEMNITY PROVIDED FOR TffiS SECTION INCLUDES
INDEMNITY BY AGENCY TO INDEMNIFY AND PROTECT CITY FROM THE
CONSEQUENCES OF CITY'S OWN NEGLIGENCE, WHETHER THAT NEGLIGENCE
IS ALLEGED TO BE THE SOLE OR CONCURRING CAUSE OF THE INJURY,
DAMAGE OR DEATH.
AGENCY AGREES TO AND SHALL RELEASE CITY, ITS AGENTS,
EMPLOYEES, OFFICERS AND LEGAL REPRESENTATIVES FROM ALL LIABILITY
FOR INJURY, DEATH, DAMAGE OR LOSS TO PERSONS OR PROPERTY
SUSTAINED IN CONNECTION WITH OR INCIDENTAL TO PERFORMANCE UNDER
THIS CONTRACT, EVEN IF THE INJURY, DEATH, DAMAGE OR LOSS IS CAUSED
BY CITY'S SOLE OR CONCURRENT NEGLIGENCE.
AGENCY SHALL REQUIRE ALL OF ITS CONTRACTORS AND
SUBCONTRACTORS TO INCLUDE IN THEIR CONTRACTS AND SUBCONTRACTS
A RELEASE AND INDEMNITY IN FAVOR OF CITY IN SUBSTANTIALLY THE SAME
CDBG 51°/a PSA CONTRACT 2025-2026 29
Junior Achievement of the Chisolm Trail
FORM AS ABOVE.
16. WAIVER OF IMMUNITY BY AGENCY.
If Agency, as a charitable or nonprofit organization, has or claims an immunity or
exemption (statutory or otherwise) from and against liability for damages or injury, including
death, to persons or property, Agency 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.
17. INSURANCE AND BONDING.
Agency will maintain coverage in the form of insurance or bond in the amount of
$50,000.00 to insure against loss from the fraud, theft or dishonesty of any of Agency's officers,
agents, trustees, directors or employees. The proceeds of such insurance or bond shall be used to
reimburse City for any and all loss of CDBG Funds occasioned by such misconduct. To effectuate
such reimbursement, such fidelity coverage shall include a rider stating that reimbursement for
any loss or losses shall name the City as a Loss Payee.
Agency shall furnish to City in a timely manner, but not later than the Effective Date,
certificates of insurance as proof that it has secured and paid for policies of commercial insurance
as specified herein. If City has not received such certificates by the Effective Date, Agency shall
be in default of the Contract and City may, at its option, terminate the Contract.
Such insurance shall cover all insurable risks incident to or in connection with the
execution, performance, attempted performance or nonperformance of this Contract. Agency shall
maintain the following insurance coverage and limits:
Commercial General Liabilitv (CGL) Insurance
$ 500,000 each occurrence
$1,000,000 aggregate limit
Non-Profit Or�anization Liabilitv or Directors & Officers Liabilitv
$1,000,000 Each Occurrence
$1,000,000 Annual Aggregate Limit
Business Automobile Liabilitv Insurance
$1,000,000 each accident on a combined single-limit basis, or
$ 250,000 Property Damage
$ 500,000 Bodily Injury per person per occurrence
$2,000,000 Aggregate
Insurance policy shall be endorsed to cover "Any Auto", defined as autos owned, hired,
and non-owned. Pending availability of the above coverage and at the discretion of
City, the policy shall be the primary responding insurance policy versus a personal
auto insurance policy if or when in the course of Agency's business as contracted
herein.
CDBG 51% PSA CONTRACT 2025-2026 30
Junior Achievement of the Chisolm Trail
Workers' Compensation Insurance
Part A: Statutory Limits
Part B: Employer's Liability
$100,000 each accident
$100,000 disease-each employee
$500,000 disease-policy limit
Note: Such insurance shall cover employees performing work on any and all projects
including but not limited to construction, demolition, and rehabilitation. Agency or its
contractors shall maintain coverages, if applicable. In the event the respective contractors
do not maintain coverage, Agency shall maintain the coverage on such contractor, if
applicable, for each applicable contract.
Additional Reauirements
Such insurance amounts shall be revised upward at City's reasonable option and no more
frequently than once every 12 months, and Agency shall revise such amounts within thirry (30)
days following notice to Contractor of such requirements.
Agency will submit to City documentation that it has obtained insurance coverage and has
executed bonds as required in this Contract prior to payment of any monies provided hereunder.
Where applicable, insurance policies required herein shall be endorsed to include City as an
additional insured as its interest may appear. Additional insured parties shall include employees,
officers, agents, and volunteers of City.
Any failure on part of City to request certificate(s) of insurance shall not be construed as a waiver
of such requirement or as a waiver of the insurance requirements themselves.
Insurers of Agency's insurance policies shall be licensed to do business in the state of Texas by
the Department of Insurance or be otherwise eligible and authorized to do business in the state of
Texas. Insurers shall be acceptable to City insofar as their financial strength and solvency and
each such company shall have a current minimum A.M. Best Key Rating Guide rating of A-: VII
or other equivalent insurance industry standard rating otherwise approved by City.
Deductible limits on insurance policies shall not exceed $5,000 per occurrence unless otherwise
approved by City.
In the event there are any local, federal or other regulatory insurance or bonding requirements for
the Program, and such requirements exceed those specified herein, the former shall prevail.
Agency shall require its contractors to maintain applicable insurance coverages, limits, and other
requirements as those specified herein; and Agency shall require its contractors to provide Agency
with certificate(s) of insurance documenting such coverage. Also, Agency shall require its
contractors to have City and Agency endorsed as additional insureds (as their interest may appear)
on their respective insurance policies.
CDBG 51% PSA CONTRACT 2025-2026 31
Junior Achievement of the Chisolm Trail
Directors and Officers Liability coverage shall be in force and may be provided on a claims-made
basis. This coverage may also be referred to as Management Liability, and shall protect the insured
against claims arising out of alleged errors in judgment, breaches of duty and wrongful acts arising
out of their organizational duties. Coverage shall protect not only the entity, but all past, present
and future directors, officers, trustees, employees, volunteers and committee members.
Notwithstanding any provision in this Contract to the contrary, when applicable, Agency
shall comply with the requirements of 2 CFR 200.310 and shall, at a minimum, provide the
equivalent insurance coverage for real property and equipment acquired or improved with
CDBG Funds as provided to property owned by Agency.
18. CERTIFICATION REGARDING LOBBYING.
The undersigned representative of Agency hereby certifies, to the best of his or her
knowledge and belief, that:
No federal appropriated funds have been paid or will be paid, by or on behalf of Agency,
to any person for influencing or attempting to influence an officer or employee of any
agency, a member of Congress, an officer or employee of Congress in connection with the
awarding of any federal contract, the making of any federal grant, the making of any federal
loan, the entering into of any cooperative agreement and the extension, continuation,
renewal, amendment, or modification of any federal contract, grant, loan or cooperative
agreement.
If any funds other than federally appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency,
member of Congress in connection with this federal contract, grant, loan or cooperative
agreement, Agency shall complete and submit Standard Form-LLL, "Disclosure Form to
Report Lobbying," in accordance with its instructions.
This certification is a material representation of fact upon which reliance was placed when
this Contract was made or entered into. Submission of this certificate is a prerequisite for
making or entering into this Contract imposed by 31 U.S.C. Section 1352. Any person
who fails to file the required certification shall be subject to a civil penalty of not less than
$10,000.00 and not more than $100,000.00 for each such failure.
Agency shall require that the language of this certification be included in all subcontracts
or agreements involving the expenditure of federal funds.
19. LITIGATION AND CLAIMS.
Agency shall give City immediate notice in writing of any action, including any proceeding
before an administrative agency, filed against Agency in conjunction with this Contract or the
Program. Agency shall furnish immediately to City copies of all pertinent papers received by
Agency with respect to such action or claim. Agency shall provide a notice to City within 10 days
upon filing under any bankruptcy or financial insolvency provision of law.
20. NOTICE.
CDBG 51% PSA CONTRACT 2025-2026 32
Junior Achievement of the Chisolm Trail
All notices required or permitted by this Contract must be in writing and are deemed
delivered on the earlier date of the date actually received or the third day following deposit in a
United States Postal Service post office or receptacle; with proper postage, certified mail return
receipt requested; and addressed to the other Party at the address set out below or at such other
address as the receiving Party designates by proper notice to the sending Party.
City
City Attorney's Office
100 Fort Worth Trail
Fort Worth, TX 76102
Telephone: 817-392-7600
Copy to:
Neighborhood Services Department
100 Fort Worth Trail
Fort Worth, TX 76102
Attention: Kacey Thomas
Telephone: 817-392-7540
Copy to:
Neighborhood Services Department
100 Fort Worth Trail
Fort Worth, TX 76102
Attention: Jaylon Scott
Telephone: 817-392-5118
AgencV:
Agency Name: Junior Achievement of the Chisolm Trail
Contact: Cindy Hames, CEO
Address: 6300 Ridglea Place Suite 400
Fort Worth, TX 76116
Telephone: 817-731-0838
21. AGENCY HAS LEGAL AUTHORITY TO ENTER INTO CONTRACT.
Agency 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 Contract and to perform
the responsibilities herein required.
22. COLINTERPARTS.
This Contract may be executed in multiple counterparts, each of which shall be considered
an original, but all of which shall constitute one instrument which may be sufficiently evidenced
by one counterpart.
23. PROGRAM INCOME
CDBG 51% PSA CONTRACT 2025-2026 33
Junior Achievement of the Chisolm Trail
Parties agree that no program income as deiined by HUD shall be earned as a result of this
contract.
24. PROHIBITION ON CONTRACTING WITH COMPANIES THAT BOYCOTT
ISRAEL
If Agency has less than ten employees, this contract is for less than $100,000, or Agency
does not meet the definition of a"company" under the applicable section of the Texas Government
Code, this provision shall not apply. Agency acknowledges that in accordance with Chapter 2270
of the Texas Government Code, the 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 Section
808.001 of the Texas Government Code. By signing this contract, Agency certifies that Agency's
signature provides written verification to the City that Agency: (1) does not boycott Israel; and (2)
will not boycott Israel during the term of the contract.
25. PROHIBITION ON BOYCOTTING ENERGY COMPANIES
Agency 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, Agency certifies that Agency's signature
provides written verification to the City that Agency: (1) does not boycott energy companies; and
(2) will not boycott energy companies during the term of this Agreement.
26. PROHIBITION ON DISCRIMINATION AGAINST FIREARM AND
AMMUNITION INDUSTRIES
Agency acknowledges that except as otherwise provided by Chapter 2274 of the Texas
Government Code, as added by Acts 2021, 87th Leg., R.S., S.B. 19, § l, the Agency 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, Agency certifies that Agency's
signature provides written verification to the City that Agency: (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.
CDBG 51°/a PSA CONTRACT 2025-2026 34
Junior Achievement of the Chisolm Trail
27. ELECTRONIC SIGNATURES.
This Contract 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.
[SIGNATURES APPEAR ON NEXT PAGE]
CDBG 51% PSA CONTRACT 2025-2026 35
Junior Achievement of the Chisolm Trail
IN WITNESS WHEREOF, the Parties hereto have executed this Contract in Fort Worth,
Tarrant County, Texas.
'o fr FORT n➢d
ATTEST: p�o�� �J"��(j� d
>� /n\ �d0
q°i`o oe 9.�0
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�\��C#s� ad°n nEzo.s66
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Jannette Goodall
City Secretary
CITY OF FORT WORTH:
b�� ��r,��Gr,��
Dana Burghdoff (Jan 26, 2 14:32:07 C��
Dana Burghdoff
Assistant City Manager
M&C: 25-0676
Date: February 20, 2025
1295 Certification No. 2025-1272194
RECOMMENDED BY:
����"�
Kacey Thomas
Neighborhood Services Director
APPROVED AS TO FORM AND LEGALITY:
so�Gcr'e Ma�l�ewf
Sophie Mathews
Assistant City Attorney II
CONTRACT COMPLIANCE ADMINISTRATOR:
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
�� 0 � �'ca�i-
Jaylon Scott, Neighborhood Development Specialist
JUNIOR ACHIEVEMENT OF THE CHISOLM TRAIL
�Y
Cindy Hames an 14, 2026 11:34:04 CST)
Cindy Hames, CEO
CDBG 51% PSA CONTRACT 2025-2026
Junior Achievement of the Chisolm Trail
�FFICIAL RECORD
CtTY SECRETARY
FT. WORTH, TX
36
EXHIBITS:
EXHIBIT "A" —Program Summary
EXHIBIT "A-1" — 2025 HUD Income Limits
EXHIBIT "A-2" — Reporting Requirements for Countywide Agencies
EXHIBIT "B" — Budget
EXHIBIT "C" — Audit Certification Form
EXHIBIT "D" — Reimbursement Forms
EXHIBIT "E" — Self-Certification of Income Form
EXHIBIT "F" — Standards for Complete Documentation
EXHIBIT "G" — Severely Disabled Certification Form (only applicable to Presumed
Benefit contracts)
EXHIBIT "H" — MBE Reporting Form
EXHIBIT "I" — Notice of Beneficiary Rights
EXHIBIT "J" — Conflict of Interest Disclosure Form
EXHIBIT "K" — Certificate of Compliance: Additional Program-Specific Policy
Requirements
CDBG 51°/a PSA CONTRACT 2025-2026 37
Junior Achievement of the Chisolm Trail
Junior Achievement of the Chisholm Trail
Cradle To Career Initiative Program
PROGRAM SUMMARY
Community Development Block Grant
(CDBG)
October l, 2025 to September 30, 2026
PERIOD
Capitalized terms not defined herein shall have meanings assigned them in the Contract.
EXHIBIT "A"
$50,000.00
AMOUNT
PROGRAM:
Junior Achievement of the Chisholm Trail's Cradle to Career Initiative program will provide K-5 students
in Fort Worth's low-to-modcrate income schools with valuable knowledge and skills in financial literacy
and career readiness instruction to help them enter the workforce effectively and obtain high-wage careers
in the future.
The Agency is located at 6300 Ridglea Place, Suite 400, Fort Worth, TX 76116. Operating hours are 8:00
a.m. to 5:00 p.m., Monday through Friday. Program Services delivered at the following locations Monday
through Friday, during school hours of 7:40 a.m. to 3:20 p.m.:
School Name
Como Elementary
Burton Hill Elementary School
De Zavala Elementary
Glen Park Elementary
Mary Louise Phillips
Natha Howell Elementary
North Hi Mount Elementary
Oakhurst Elementary
Oaklawn Elementary
Ridglea Hi11s Elementary
South Hi Mount Elementary
Springdale Elementary
Versia Williams Elementary
Washington Heights Elementary
W. J. Turner Elementary
June W. Davis Elementary
S.H. Crowley Elementary
Address
4000 Horne St
519 Burton Hill Road
1419 College Ave
3601 Pecos St
3020 Bigham B1vd
1324 Kings Hwy
3801 W 7th St
2700 Yucca St
3220 Hardeman St
6817 Cumberland Road
4101 Birchman Ave
3207 Hollis St
901 Baurline St
3214 Clinton Ave
3000 NW 26th St
6301 Rockrose Tr1
10525 Avenue
City
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Fort Worth
Crowley
Zip
76107
76114
76104
76119
76116
76117
76107
76111
76119
76116
76107
761 ll
76111
76106
76106
76123
76036
CDBG 51 % PSA CONTRACT 2025-2026 — EXHIBIT "A" — PROGRAM SUMMARY
Junior Achievement of the Chisholm Trail
Page � 1
CDBG funds will cover a portion of salaries for nine (9) employees responsible for curriculum
development, logistical planning, securing career speakers, scheduling, and program operations essential to
the financial literacy and career readiness initiatives. Additionally, a portion of these funds will support
program supplies needed for participants in these programs. The percentage of any Program employee's
salary will not exceed the percentage of Fort Worth clients participating in the Program and shall be cost
allocated in accordance with the amount applicable to the CDBG funded Program.
City of Fort Worth Agency shall not change any locations without prior written City approval. Costs
incurred at any locations without City approval are non-reimbursable. Service locations revisions will
trigger the City's Citizen Participation Plan and will require a 30-day public notice.
A�encv is a Fort Worth A�encv: At least 90% of clients served by the Program are Fort Worth residents.
Documentation:
Based on the nature of the service provided, Agency wi11 maintain documentation that verifies that 51 % of
clients served by the Program are income eligible with current household incomes at or below 80% of Area
Median Income (AMI) as established or defined by the United States Department of Housing and Urban
Development (HUD).
Agency must furnish the City with a Certification of Income Statement for all clients served. For example,
if the Program serves 1,000 clients, 510 must be Income Eligible Clients. In this example, Agency would
be required to furnish City 1,000 Certification of Income Statements that prove at least 510 of the clients
served by the Program are Income Eligible Clients.
REGULATORY CLASSIFICATION:
IDIS Matrix Code(s) and Service Category: OSL Child Care Services
National Objective Citation: LMC Low/Mod Limited Clientele 24 CFR 570.208(a)(2)
Regulatory Citation(s): 24 CFR 570.201(e)
PROGRAM GOALS:
Minimum Number of Fort Worth Clients to be Served: The Cradle to Career Initiative Program must
serve approximately 90 Unduplicated Clients from Fort Worth, as shown by the monthly reports in
Attachment III-Client Data Report.
Per HUD regulations, any fractional results when calculating the 51 % income eligibility requirement must
be rounded up.
OTHER AGENCY REpUIREMENTS:
Upon completion of the program year, Junior Achievement of the Chisholm Trail will submit with the final
reimbursement request a summary of client outcomes measured through attendance and demographic data,
biannual impact surveys, academic data from local ISDs, and results from internal and third-party research,
demonstrating progress in financial literacy, career readiness, and overall program effectiveness.
CDBG 51 % PSA CONTRACT 2025-2026 — EXHIBIT "A" — PROGRAM SUMMARY
Junior Achievement of the Chisholm Trail
Page � 2
EXHIBIT "A-1"
2025 HUD INCOME LIMITS
AMI
30%
50%
80 %
1 person 2 people 3 people
$22,400 $25,600 $28,800
$37,350 $42,700 $48,050
$59,750 $68,300 $76,850
4 people
$32,200
$53,350
$85,350
5 people
$34,600
$57,650
$92,200
*Income limits are published at least annually by HUD.
6 people
$37,150
$61,900
$99,050
7 people
$39,700
$66,200
$105,850
8 people
$42,250
$70,450
$112,700
Effective 6/01/2025
EXHIBIT "B" - BUDCET
GrantBudeet I A I B I C I D I E I Total
PROGRAM PERSONNEL
Salaries 1001 S 44,91 I.00 5 31,699.00 S 9,510.00 S 9,� 10.00 S 81,94Z00
�FICA ]002 S 2,425.00 S 727.00 S 727.00 S 3,879.00
�Life✓Disability lnsi¢ence 1003 S I U 36 S 3521 S 35.? I S 187J8
�Health/De�tal I�surance 1004 $ 3,693.74 $ 1,108.13 S L,L08.13 $ 5,910.00
�Unemployment-State 1005 $ 1,176.00 5 353.00 S 353.00 $ 1,882.00
�Workcr'sCompensation ]006 $ -
�Rctfrcmcnt 1007 S 1,SR5.00 S 475.00 S 475.00 S 2,535.00
S1affTraining 1008 $ -
SUPPLIES AND SERVICES
Office/Prog�am Supplies 2001 S 5,089.00 $ 1 Q058.55 $ 3,77220 S 3,772.20 S 36,374.95
�Pos�age 2002 S -
�Printing 2003 S -
�Adv/Media, Dues/Pub,1'rinling
Bank Fccs S
othcr 2UU4 S -
MISCELLANEOUS
Contract I.abor food
Supplics/Meals (City nccds copy of
co�trect before espenses ca� be
reimbursed) 3001 $ -
�Food Supplies 3002 $ -
�Teaching Aids 3003 S -
�Ci�aBSupplies 3004 S -
�Field Trip Cxpenses 3005 S -
Mileage 3006 S -
FACILITY AND UTILITIE5
Telephone 4001 S -
�Elechic 4002 S -
�Gas 4003 $ -
�Wate�andWastewate� 4004 $ -
�SolidWasteDisposal 4005 $ -
Rent (City needs copy of lease
before expe�ses cau be reimbursed)
4006 $ -
�Clea�ing Supplies 4007 $ -
�Repairs 4008 S -
�Cuslodlal Scrviccs 4009 S -
�Utilities,"I�ransportation, PP &li 4010 S -
�Fiddfty Dond or Lquivalcnt
�Directo�s and OfGceis
�General Commercial Liability
�Benkfees
�volunleer
�volunlezr
Prof Fees
DIRECT A5SI5TANCE
AudiVIT�Lcgal Voluuteer
Recniitment, Misc.
�BUDCCT TOTAL
FUNDING A:
FUNDING B:
FUNDING C:
5001
5002
500�
�004
I 6001 I
� 50,000.00
Rainwater Foundation
Texas Capital Bank
R4 Foundation
$ SU,754.65 I � 15,980.54 I S 15,950.54 �$
132,715A3
Page 1
The following tables were created for the purpose of preparing, negotiating, and determining the cost reasonableness and cost allocation
method used by the Agency for the line item budget represented on the first page of this EXffiBIT "B" — Budget. The information reflected in
the tables is to be considered part of the terms and conditions of the Contract. Agency must have prior written approval by the City to make
changes to any line item in the Budget as outlined in Section 5.2.2 in the Contract. The deadline to make changes to
EXHiBIT "B" — Budget is Apri130, 2026.
SALARY DETAIL-PROGRAM PERSONNEL
Position Title
�President
IVice President
I Director of Operations
I Development Director
I Volunteer Coordinator (Part Time Hourly)
�Education Director
Annual Salary
$ 177,581.00
$ 139,697.00
$ 83,333.00
$ 102,977.00
$ 29,000.00
$ 77,828.00
Est Percentto
Grant
1%
1%
10%
3%
18%
13%
Amount to
Grant
1,775.81
1,396.97
8,33330
3,08931
5,220.00
l0,117.64
IEducation Manager $ 58,938.00
� Education Asssistant (Part Time Hourly) $ 23,200.00
� Development Coordinator (Part Time Hourly) $29,000.00
�
ITOTAL $ 721,554.00
� FICA
� Life/Disabiliry Tnsurance
I Health/Dental Insurance
IUnemployment-State
I Worker's Compensation
� Retirement
� Staff Training
� TOTAL
FRINGE DETAIIrPROGRAM PERSONNEL
Percent of Payroll Amount
0.00% $ -
0.00% $ -
0.00% $ -
0.00% $ -
0.00% $ -
0.00% $ -
0.00% $ -
0.00% $ -
SUPPLIES AND SERVICES
Total Budget
$ 36,375.00
$ -
$ -
$ -
$ 36,375.00
�Office/Program Supplies
I Postage
I Printing
Adv/Media, Dues/Pub, Printing, Bank Fees
� TOTAL
CDBG PSA CONTRACT 2024-25 - EXHIBIT "B" - BUDGET
JuniorAchievement ChislomT�ail
� Contract Labor
IFood Supplies
ITeaching Aids
ICrafr Supplies
IField Trip Expenses
I Mileage
I TOTAL
I Telephone
� Electric
I Gas
I Water and Wastewater
I Solid Waste Disposal
�Rent
ICleaning Supplies
I Repairs
ICustodial Services
� Utilities, Transportarion, PP & E
I TOTAL
MISCELLANEOUS
Total Budget
20%
10%
3%
6.22%
$ 11,787.60
$ 2,320.00
$ 870.00
$ 44,910.63
Est. Percent to Amount to
Grant Grant
#DN/0! $ -
#DN/0! $ -
#DN/0! $ -
#DN/0! $ -
0.0% $ -
#DN/0! $ -
0.0% #REF!
#REF! #REF!
Est. Percent to Amount to
Grant Grant
13.99% $ 5,089.00
0.00% $ -
0.00% $ -
0.00% $ -
51.61 % $ 5,089.00
ee�� z
Est. Percent to Amount to
Grant Grant
#DIV/0!
#DiV/0! $ -
Est. Percent to Amount to
Grant Grant
$ -
FACILITY AND UTILITIES
Total Budget
$ -
LEGAL, FINANCIAL AND INSURANCE
Est. Percent to Amount to
Total Budget Grant Grant
� Fidelity Bond or Equivalent
�Directors and Officers
�General Commercial Liabiliry
I Prof Fees
� TOTaL
I $ - I
DIRECT ASSISTANCE
Est. Percent to Amount to
Total Budget Grant Grant
�AudiUIT/Legal Volunteer Recruitment, Misc.
I TOTAL
CDBU PSA CONTRACT 2025-26 - EXHIBIT "B" - BUDGET
Page 3
lunior �chir�cmrnt ut th�• Chi�lum llvil
I
`
Junior Achievement of the Chisholm Trail, Inc.
Financial Statements with Supplementary Information
June 30, 2024 and 2023
�
Certified Public Accountants
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Postretirement Benefits Plan
The health and welfare plan also offers health care benefits to retired personnel of the
participating employees. This creates an implicit rate subsidy, which is considered to be a
postretirement benefit. Management of the Organization does not believe the implicit rate
subsidy amount to be material to the Organization, especially since the Plan is a multi-employer
plan. Accordingly, no balances or transactions of the postretirement benefits plan are recorded
in the financial statements of the Organization.
12. Employee Benefit Plan
The Organization has a defined-contribution plan where the Organization has the option to
make a discretionary nonelective contribution based on the relationship of an employee's
annual salary to the total compensation of all participants. There are no age or service
requirements. All full-time employees and part-time employees with over 1,000 hours worked
are eligible to make elective deferrals through payroll deductions up to the IRS limits.
Participants are 100% vested in the defined-contribution plan. Contributions to the plan totaled
$31,719 and $28,622 for the years ended June 30, 2024 and 2023, respectively.
13. Commitments
The Organization awards scholarships to certain Junior Achievement participants. The recipient
must maintain a designated grade point average over the scholarship period in order to
continue qualifying for the scholarship. If all participants continue to qualify, the Organization's
commitment is as follows for the years ending June 30:
2025 $ 42,000
2026 31,000
2027 19,000
2028 10,000
$ 102,000
14. Concentrations
As of June 30, 2024, approximately 62% of pledges receivable was derived from one donor. As
of June 30, 2023, approximately 44% of pledges receivable was derived from two donors.
24
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Financial lnstruments and Concentrations of Risk
Financial instruments which are potentially subject to concentrations of credit and market risk
consist principally of cash and cash equivalents, a certificate of deposit, investments, and
pledges receivable. The Organization places cash, the certificate of deposit and money market
accounts with creditworthy financial institutions. Accounts at each institution are insured by
the Federal Deposit Insurance Corporation up to $250,000. At June 30, 2024, the Organization's
uninsured balances totaled $67,164.
The Organization's investments are subject to various risks, such as interest rate, credit and
overall market volatility risks. Further, because of the significance of the investments to the
Organization's financial position and the level or risk inherent in most investments, it is
reasonably possible that changes in the values of the investments could occur in the near term
and such changes could materially affect the amounts reported in the financial statements.
Management is of the opinion that the diversification of its invested assets among the various
asset classes should mitigate the impact of changes.
Pledges receivable are unsecured and are due from various donors. The Organization
continually evaluates the collectability of pledges receivable and maintains allowances, as
considered necessary.
Cash and Cash Equivalents
The Organization considers highly liquid investments available for current use with original
maturities of three months or less to be cash equivalents. The Organization classifies cash and
cash equivalents held by external investment managers as investments as these funds are not
readily available for operations.
Certificate of Deposit
At June 30, 2024, the Organization has one certificate of deposit with an interest rate of 4.60%
maturing in June 2025.
Investments
The Organization's investments in marketable securities are reported at fair value in the
accompanying statements of financial position. Purchases and sales of securities are recorded on a
trade-date basis. Interest income is recorded on the accrual basis, and dividends are recorded on
the ex-dividend date. Interest and dividend income is shown net of direct investment expense on
the statements of activities. Realized and unrealized gains and losses are included in the
statements of activities.
11
Junior Achievement of the Chisholm Trail, Inc.
Contents
Independent Auditors' Report
Financial Statements:
Statements of Financial Position
Statements of Activities
Statements of Functional Expenses
Statements of Cash Flows
Notes to Financial Statements
Supplementary Information:
Aggregating Schedule - Statement of Financial Position
Aggregating Schedule - Statement of Activities
4
5
7
9
10
26
27
Certi�ied P�blic Acc�ur�ta�ts
Independent Auditors' Report
To the Board of Directors of
Junior Achievement of the Chisholm Trail, Inc.
Opinion
We have audited the accompanying financial statements of Junior Achievement of the
Chisholm Trail, Inc. (a nonprofit organization) (Organization), which comprise the statements of
financial position as of June 30, 2024 and 2023, and the related statements of activities,
functional expenses and cash flows for the years then ended, and the related notes to the
financial statements.
In our opinion, the financial statements referred to above present fairly, in all material respects,
the financial position of the Organization as of June 30, 2024 and 2023, and the changes in its
net assets and its cash flows for the years then ended in accordance with accounting principles
generally accepted in the United States of America (GAAP).
Basis for Opinion
We conducted our audits in accordance with auditing standards generally accepted in the
United States of America (GAAS). Our responsibilities under those standards are further
described in the Auditors' Responsibilities for the Audit of the Financial Statements section of
our report. We are required to be independent of the Organization and to meet our other
ethical responsibilities in accordance with the relevant ethical requirements relating to our
audits. We believe that the audit evidence we have obtained is sufficient and appropriate to
provide a basis for our audit opinion.
Responsibilities of Management for the Financial Statements
Management is responsible for the preparation and fair presentation of the financial
statements in accordance with GAAP, and for the design, implementation and maintenance of
internal control relevant to the preparation and fair presentation of financial statements that
are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, management is required to evaluate whether there are
conditions or events, considered in the aggregate, that raise substantial doubt about the
Organization's ability to continue as a going concern within one year after the date that the
financial statements are available to be issued.
SFC LLP www.sfcllp.com
200 E Front St., Suite 200, Arlington, Texas 76011 Phone 817.649.8083
Auditors' Responsibilities for the Audit of the Financial Statements
Our objectives are to obtain reasonable assurance about whether the financial statements as a
whole are free from material misstatement, whether due to fraud or error, and to issue an
auditors' report that includes our opinion. Reasonable assurance is a high level of assurance but
is not absolute assurance and therefore is not a guarantee that an audit conducted in
accordance with generally accepted auditing standards will always detect a material
misstatement when it exists. The risk of not detecting a material misstatement resulting from
fraud is higher than for one resulting from error, as fraud may involve collusion, forgery,
intentional omissions, misrepresentations or the override of internal control. Misstatements,
including omissions, are considered material if there is a substantial likelihood that, individually
or in the aggregate, they would influence the judgment made by a reasonable user based on
the financial statements.
In performing an audit in accordance with GAAS, we:
• Exercise professional judgment and maintain professional skepticism throughout the
audit.
• Identify and assess the risks of material misstatement of the financial statements,
whether due to fraud or error, and design and perform audit procedures responsive to
those risks. Such procedures include examining, on a test basis, evidence regarding the
amounts and disclosures in the financial statements.
• Obtain an understanding of internal control relevant to the audit in order to design
audit procedures that are appropriate in the circumstances, but not for the purpose of
expressing an opinion on the effectiveness of the Organization's internal control.
Accordingly, no such opinion is expressed.
• Evaluate the appropriateness of accounting policies used and the reasonableness of
significant accounting estimates made by management, as well as evaluate the overall
presentation of the financial statements.
• Conclude whether, in our judgment, there are conditions or events, considered in the
aggregate, that raise substantial doubt about the Organization's ability to continue as a
going concern for a reasonable period of time.
We are required to communicate with those charged with governance regarding, among other
matters, the planned scope and timing of the audit, significant audit findings, and certain
internal control related matters that we identified during the audit.
Report on Supplementary Information
Our audit was conducted for the purpose of forming an opinion on the financial statements as a
whole. The accompanying supplementary information on pages 26 through 27 is presented for
purposes of additional analysis and is not a required part of the financial statements. Such
information is the responsibility of management and was derived from and relates directly to
the underlying accounting and other records used to prepare the financial statements. The
information has been subjected to the auditing procedures applied in the audit of the financial
statements and certain additional procedures, including comparing and reconciling such
information directly to the underlying accounting and other records used to prepare the
financial statements or to the financial statements themselves, and other additional procedures
in accordance with GAAS. In our opinion, the information is fairly stated in all material respects
in relation to the financial statements as a whole.
��� ����
A Limited Liability Partnership
Arlington, Texas
November 30, 2024
Junior Achievement of the Chisholm Trail, Inc.
Statements of Financial Position
June 30, 2024 and 2023
Assets
Current assets:
Cash and cash equivalents
Certificate of deposit
Investments
Pledges receivable, net
Prepaid expenses
Right-of-use assets - operating leases, net
Total current assets
Noncurrent assets:
Fixed assets, net
Endowment investments
Total noncurrent assets
Totalassets
Liabilities and Net Assets
Current liabilities:
Accounts payable and accrued expenses
Deferred revenue
Note payable, current portion
Right-of-use liabilities - operating leases, current
Total current liabilities
Noncurrent liabilities:
Line of credit
Right-of-use liabilities- operating leases, net
Total noncurrent liabilities
Total liabilities
Net assets:
Net assets without donor restrictions:
Undesignated
Board-designated endowment
Total net assets without donor restrictions
Net assets with donor restrictions
Total net assets
Total liabilities and net assets
2024
$
693, 327
158, 972
254, 650
81, 752
11, 532
84, 573
1, 284, 806
$
2023
604,407
153, 003
238, 718
17, 600
5,532
141,118
1,160, 378
77,190 97, 774
1, 970, 803 1, 750, 606
2, 047, 993 1, 848, 380
$ 3,332,799 $ 3,008,758
$
�
279,669
15, 000
77, 049
371,718
326,800
9,196
335, 996
707,714
105,765
1, 726,087
1, 831, 852
793, 233
2, 625, 085
3, 332, 799
$
$
182,429
11, 944
71, 890
266, 263
60, 000
72,088
132, 088
398, 351
169,052
1, 529, 044
1, 698, 096
912, 311
2, 610,407
3, 008, 758
See notes to financial statements.
4
Junior Achievement of the Chisholm Trail, Inc.
Statement of Activities
Year Ended June 30, 2024
Revenue and support:
Contri butions:
Corporate
Individual
Foundation
Special events, net of direct costs
totaling $285,858
Publicsectorfunding
Investment return, net
Unrealized gain on investments
Realized gain
Contributions of nonfinancial assets
Other income
Net assets released from restrictions
Total revenue and support
Expenses:
Program services
Administrative
Fundraising
Total expenses
Change in net assets
Net assets at beginning of year
Net assets at end of year
Without Donor
Restrictions
��
363, 641 $
65, 727
463,421
644, 513
21,125
28, 836
4, 983
243,142
30,126
54, 431
368, 268
2, 288, 213
1, 464, 810
253,884
435,763
2,154, 457
133,756
1, 698, 096
$ 1, 831, 852 $
With Donor
Restrictions
67, 404 $
130,000
9, 505
34, 908
7, 373
( 368, 268)
(119, 078)
431, 045
65, 727
593, 421
644, 513
21,125
38, 341
39, 891
250, 515
30,126
54, 431
2,169,135
- 1, 464, 810
- 253,884
- 435,763
- 2,154,457
(119,078) 14,678
912, 311 2, 610,407
793, 233 $ 2, 625, 085
Tota I
See notes to financial statements.
5
Junior Achievement of the Chisholm Trail, Inc.
Statement of Activities
Year Ended June 30, 2023
Revenue and support:
Contributions:
Corporate
Individual
Foundation
Contributions of nonfinancial assets
Government grant
Special events, net of direct costs
totaling $128,052
Program income
Investment return, net
Unrealized gain on investments
Realized gain
Other income
Net assets released from restrictions
Total revenue and support
Expenses:
Program services
Administrative
Fundraising
Total expenses
Change in net assets
Net assets at beginning of year
Net assets at end of year
Without Donor With Donor
Restrictions Restrictions Total
$ 259,923 $ 137,817 $ 397,740
60, 703 8, 679 69, 382
306,872 228,000 534,872
20, 350 - 20, 350
15, 500 - 15, 500
649,644
42, 609
33, 741
111,145
50, 337
150,128
329, 724
2, 030, 676
11, 772
23,423
3, 292
(329,724)
83, 259
649, 644
42, 609
45,513
134, 568
53, 629
150,128
2,113,935
1,458,326 - 1,458,326
279, 394 - 279, 394
346,602 - 346,602
2,084,322 - 2,084,322
( 53, 646) 83, 259 29, 613
1, 751, 742 829, 052 2, 580, 794
$ 1,698,096 $ 912,311 $ 2,610,407
See notes to financial statements.
6
Junior Achievement of the Chisholm Trail, Inc.
Statement of Functional Expenses
Year Ended June 30, 2024
Salaries
Pension and insurance
Payrolltaxes
Total personnel expense
Rent and utilities
Telephone
Maintenance and supplies
Office supplies and postage
Insurance
Total occupancy expense
Travel
Staff training and development
Volunteer recruiting and training
Program materials
Scholarships
Virtual learning experiences
Fundraising
License fee
Interest
Outside services
Miscellaneous
Special events
Professional services
Depreciation
Total otherexpense
Total expenses
Less expenses included with revenues
on the statement of adivities
Direct costs of special events
Total expenses included in the expense
section on the statement of activities
Program Services
K-12 Program Administrative
$ 737,267 $ 156,875 $
107,090 22,749
57,245 11,970
901,602 191,594
76,178 16, 612
7, 968 1, 592
20,385 4,053
10,425 2,164
7,848 1,682
122,804 26,103
15,482 3,436
6,633 1,506
4,465 -
95,605 -
62,384 -
12,080 -
129,961 -
- 7, 518
48,210 23,427
- 300
45,000 -
20,584 -
440,404 36,187
1,464,810 253,884
$ 1,464,810 $ 253,884 $
See notes to financial statements.
7
Supporting Services
Total
Fundraising SupportingServices
246,412 $ 403,287 $
35,978 58,727
18,561 30,531
300,951 492,545
25,941 42,553
2, 589 4,181
6,611 10,664
3,309 5,473
1,682 3,364
40,132 66,235
4,597 8,033
2,065 3,571
58,010 58,010
- 7, 518
30,008 53,435
- 300
285,858 285,858
380,538 416,725
721,621 975,505
Total
1,140, 554
165,817
87, 776
1, 394,147
118, 731
12,149
31,049
15,898
11, 212
189,039
23, 515
10, 204
4,465
95, 605
62, 384
12,080
58,010
129,961
7, 518
101, 645
300
285,858
45,000
20, 584
857,129
2,440,315
(Zss,ssa) (zas,ass) �zss,sss)
435,763 $ 689,647 $ 2,154,457
Junior Achievement of the Chisholm Trail, Inc.
Statement of Functional Expenses
Year Ended June 30, 2023
Salaries
Pension and insurance
Payrolltaxes
Total personnel expense
Rent and utilities
Telephone
Maintenance and supplies
Office supplies and postage
Insurance
Total occupancy expense
Travel
Staff training and development
Volunteer recruiting and training
Program materials
Scholarships
Virtual learning experiences
Fundraising
License fee
Interest
Outside services
Special events
Depreciation
Total otherexpense
Total expenses
Less expenses included with revenues
on the statement of activities
Direct costs of special events
Total expenses included in the expense
section on the statement of activities
Program Services
Supporting Services
Total
1,098,894
139,492
84, 375
1, 322, 761
107, 385
11, 288
23,910
33,808
11, 529
187,920
24, 541
10, 686
1, 700
154, 307
67,132
17,823
263
139,894
7, 356
144, 793
128,052
5,146
701,693
2, 212, 374
K-12 Program Administrative
$ 710,233 $ 151,426 $
89,820 19,570
54,921 11,513
854,974 182,509
69, 664 14, 702
7,137 1, 617
14,825 3,470
24,023 4,048
8,071 1,729
123,720 25,566
17,008 3,044
7,716 1,258
1, 700 -
154,307
67,132 -
17,823 -
139,894 -
- 7, 356
68,906 59,661
5,146 -
479, 632 71, 319
1,458,326 279,394
$ 1,458,326 $ 279,394 $
Total
Fundraising SupportingServices
237,235 $ 388,661 $
30,102 49, 672
17,941 29,454
285, 278 467, 787
23,019 37,721
2,534 4,151
5,615 9,085
5,737 9,785
1,729 3,458
38,634 64,200
4,489 7,533
1,712 2,970
263 263
- 7, 356
16, 226 75, 887
128,052 128,052
150,742 222,061
474,654 754,048
(128,052) (128,052) (128,052)
346,602 $ 625,996 $ 2,084,322
See notes to financial statements.
8
Junior Achievement of the Chisholm Trail, Inc.
Statements of Cash Flows
Years Ended June 30, 2024 and 2023
Cash flows from operating activities:
Change in net assets
Adjustments to reconcile change in net assets to
net cash used by operating activities:
Net realized and unrealized gains on investments
Depreciation
Amortization of right-of-use assets - operating leases
Allowance for doubtful accounts
Changes in assets and liabilities:
Pledges receivable
Prepaid expenses
Accounts payable and accrued expenses
Deferred revenue
Right-of-use liabilities - operating leases
Net cash used by operating activities
Cash flows from investing activities:
Purchases of certificate of deposit
Sales of investments
Purchases of investments
Purchases of fixed assets
Net cash provided (used) by investing activities
Cash flows from financing activities:
Payments on lines of credit
Proceeds from draws on lines of credit
Payments on note payable
Net cash provided by financing activities
Change in cash and cash equivalents
2024 2023
$ 14, 678 $ 29, 613
( 290, 406)
20, 584
75, 443
(500)
( 64,107)
( 6, 000)
97, 240
15, 000
( 76,178)
( 214, 246)
(5,969)
4, 374, 055
( 4, 319, 776)
48, 310
Cash and cash equivalents at beginning of year
Cash and cash equivalents at end of year $
Supplemental disclosure of cash flow information:
Cash paid during the yearfor interest $
Right-of-use assets obtained in exchange for operating lease liabilities $
(363,200)
630,000
(11,944)
254, 856
88, 920
604,407
693,327 $
7, 517 $
19, 601 $
(188,197)
5,146
68, 074
( 2, 250)
9, 749
4, 500
(11,765)
( 65, 214)
(150,344)
(153,003)
850, 901
(715,119)
(102,920)
(120,141)
(90,000)
150,000
(15,925)
44, 075
(226,410)
830, 817
604,407
7, 356
209,192
See notes to financial statements.
9
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
1. Organization
Junior Achievement of the Chisholm Trail, Inc. (Organization) is a nonprofit organization
involved in teaching business and economic principles to local primary and secondary students
in the North and West Texas areas. These services are funded through contributions received
from individuals and businesses residing or operating in the geographic area where the
activities are conducted. The Organization is primarily supported by grants and contributions
from individuals and other organizations.
2. Summary of Significant Accounting Policies
Basis of Accounting
The Organization
accordance with
(GAAP).
prepares the financial statements on the accrual basis of accounting in
accounting principles generally accepted in the United States of America
Financial Statement Presentation
Net assets and revenues, expenses, gains and losses are classified based on the existence or
absence of donor-imposed restrictions. Accordingly, net assets and changes therein are
classified as follows:
Net assets without donor restrictions - Net assets not subject to donor-imposed
stipulations. Net assets without donor restrictions may be designated for specific
purposes by action of the board of directors.
Net assets with donor restrictions - Net assets subject to donor stipulations that will be
met by actions of the Organization and/or the passage of time.
Some net assets with donor restrictions include a stipulation that assets provided be
maintained permanently (perpetual in nature) while permitting the Organization to expend the
income generated by the assets in accordance with the provisions of additional donor-imposed
stipulations or a board of directors approved spending policy.
Revenues are reported as increases in net assets without donor restrictions unless use of the
related assets is limited by donor-imposed restrictions. Expenses are reported as decreases in
net assets without donor restrictions. Expirations of net assets with donor restrictions (i.e., the
donor-stipulated purpose has been fulfilled and/or the stipulated time period has elapsed) are
reported as reclassifications between the applicable classes of net assets. The Organization
chooses to show restricted contributions whose restrictions are met in the same reporting
period as contributions without donor restrictions.
10
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Fixed Assets
Purchased fixed assets with an acquisition cost in excess of $1,000 and a useful life of more
than one year are recorded at acquisition cost. Donated fixed assets are recorded at estimated
fair value at the date of donation.
Depreciation is calculated by the straight-line method over the estimated service lives of the
respective assets as follows:
Equipment 3-10 years
Leasehold improvements 5-7 years
Furniture and fixtures 5-7 years
Revenue Recognition
The Organization recognizes contributions when cash, securities or other assets or an
unconditional promise to give is received. Unconditional promises to give that are expected to be
collected in future years are recorded at the present value of the amounts expected to be
collected. All contributions are considered available for unrestricted use unless specifically
restricted by the donor.
Conditional promises to give are recognized when the conditions to which they are subject are
met. If funds are received related to the conditional promise, the amounts received are accounted
for as a refundable advance.
Special event revenue is recognized when the event occurs.
Donated rent is reflected as a contribution at the estimated fair value. Donated goods are reported
as contributions at their estimated fair value at the time of receipt. Contributions of nonfinancial
assets are described in Note 10.
A substantial number of volunteers have donated significant amounts of time to the Organization's
activities. However, the Organization only recognizes donated services which create or enhance
nonfinancial assets or that require specialized skills, are provided by individuals possessing those
skills, and would typically need to be purchased if not provided by donation. No donated services
were utilized that met the criteria to be recorded as revenue in the Organization's financial
statements.
Program income is earned and recorded when the related program services are provided.
12
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Scholarships
The Organization recognizes scholarships as expenses at the time recipients are entitled to receive
them. Generally, this occurs when the Scholarship Committee approves a specific scholarship.
Unconditional scholarships approved but not yet disbursed are reported as accounts payable and
accrued expenses. Conditional scholarships approved but contingent upon fulfillment of certain
specified conditions by the Organization are not recorded until the conditions have been met.
Allocation of Functional Expenses
The costs of providing the various program services and supporting activities have been
summarized on a functional basis in the statements of activities. The financial statements
report certain categories of expenses that are attributable to one or more program service or
supporting service of the Organization. Accordingly, certain costs have been allocated among
the various functions. Payroll and related cost allocations are based on estimated time spent in
each activity. Office expenditures allocations are based on full-time equivalent (FTE) ratio.
Certain other allocations are based on number of relevant FTE employees.
Estimates and Assumptions
The preparation of financial statements in conformity with GAAP requires management to
make estimates and assumptions that affect the reported amounts of assets and liabilities at
the date of the financial statements and the reported amounts of revenues and expenses
during the reporting period. Actual results could differ from those estimated. Significant
estimates include the fair value of investments.
Income Taxes
The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal
Revenue Code (IRC). In addition, the Organization has been determined by the Internal
Revenue Service (IRS) not to be a"private foundation" within the meaning of Section 509(a) of
the Code. Income generated from activities unrelated to the Organization's exempt purposes is
subject to tax under IRC Section 511. The Organization did not have a material unrelated
business income tax liability as of June 30, 2024 and 2023. Therefore, no tax provision or
liability has been reported in the accompanying financial statements.
GAAP requires the evaluation of tax positions taken in the course of preparing the
Organization's tax returns and recognition of a tax liability (or asset) if the Organization has
taken an uncertain position that more likely than not would not be sustained upon examination
by the IRS. Management has analyzed the tax positions taken by the Organization, and has
concluded that as of June 30, 2024 and 2023, there are no uncertain tax positions taken or
expected to be taken that would require recognition of a liability (or asset) or disclosure in the
financial statements.
13
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Employee Retention Credit
During the year ended June 30, 2023, the Organization was eligible to receive the Employee
Retention Credit (ERC) pursuant to the Coronavirus Aid, Relief and Economic Security Act of
2020. In accordance with this, other income totaling $142,036 has been included in the
accompanying 2023 financial statements.
3. Pledges Receivable
Included in pledges receivable in the statements of financial position were the following
unconditional promises to give at June 30:
Pledges due in one year or less $
Less allowance for doubtful accounts
4. Fixed Assets
$
2024 2023
81, 752 $ 18,100
- ( 500)
81, 752 $ 17, 600
Fixed assets in the accompanying financial statements are presented net of accumulated
depreciation. The components of fixed assets are as follows at June 30:
Equipment
Leasehold improvements
Furniture and fixtures
Less accumulated depreciation
$
$
2024
186,826
9, 873
140,426
337,125
( 259, 935)
77,190
$
$
2023
186, 826
9, 873
140, 426
337,125
( 239, 351)
97, 774
Depreciation expense for the year ended June 30, 2024 and 2023 totaled $20,584 and $5,146,
respectively.
14
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
5. Investments
The Organization records financial instruments at estimated fair value. Fair value accounting
defines fair value as the price that would be received to sell an asset or paid to transfer a liability in
an orderly transaction between market participants at the measurement date. The fair value
hierarchy requires an entity to maximize the use of observable inputs and minimize the use of
unobservable inputs when measuring fair value. The standard describes three levels of inputs that
may be used to measure fair value:
Level 1 Inputs to the valuation methodology are quoted prices in active markets for
identical investments as of the reporting date;
Level2 Inputs to the valuation methodology are other quoted prices in active
markets, which are either directly or indirectly observable as of the
reporting date, and fair value can be determined through the use of models
or other valuation methodologies;
Level 3 Inputs to the valuation methodology are unobservable inputs in situations
where there is little or no market activity for the asset or liability and the
reporting entity makes estimates or assumptions related to the pricing of
the asset or liability including assumptions regarding risk.
A financial instrument's level within the fair value hierarchy is based on the lowest level of any
input that is significant to the fair value measurement. The following is a description of the
valuation methodologies used for instruments measured at fair value, including the general
classification of such instruments pursuant to the valuation hierarchy.
Money Market Funds
These investments are valued using $1 for the net asset value (NAV).
Equities, Exchange Traded Funds and Mutual Funds
These investments are public investment vehicles using the NAV provided by the administrator of
the fund. The NAV is based on the value of the underlying assets owned by the fund, minus its
liabilities, and then divided by the number of shares outstanding. The NAV is a quoted price in an
active market and classified within level 1 of the valuation hierarchy.
15
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
The following table sets forth the Organization's investments at estimated fair value as of June 30:
Level 1
2024 2023
Equities $ 1,177,607 $ 556,526
Exchange traded funds and mutual funds 934,996 1,335,811
Money market 112,850 96,987
$ 2,225,453 $ 1,989,324
Net investment income consists of the following for the years ended June 30:
Interest and dividends
Realized gain
Unrealized gain
Investment fees
2024
$ 55, 642 $
250, 515
39, 891
(17, 301)
$ 328, 747 $
2023
60, 960
53, 629
134, 568
(15,447)
233, 710
As of June 30, 2024, there were no individual investments greater than 10% of total investments.
As of June 30, 2023, the Six Circles US Unconstrained Equity Fund represented 10% of total
investments.
6. Leases
In evaluating its contracts, the Organization separately identifies lease and nonlease
components, such as common area and other maintenance costs, in calculating the right-of-use
(ROU) assets and lease liabilities for its office space. The Organization has elected the practical
expedient to not separate lease and nonlease components and classifies the contract as a lease
if consideration in the contract allocated to the lease component is greater than the
consideration allocated to the nonlease component.
Leases result in the recognition of ROU assets and lease liabilities on the statement of financial
position. ROU assets represent the right to use an underlying asset for the lease term, and lease
liabilities represent the obligation to make lease payments arising from the lease, measured on
a discounted basis. The Organization determines lease classification as operating or finance at
the lease commencement date.
16
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
At lease inception, the lease liability is measured at the present value of the lease payments
over the lease term. The ROU asset equals the lease liability adjusted for any initial direct costs,
prepaid or deferred rent, and lease incentives. The Organization uses the implicit rate when
readily determinable. As most of the leases do not provide an implicit rate, the Organization
uses the risk-free rate based on the information available at the commencement date to
determine the present value of lease payments. Risk-free rates used to determine the present
value of lease payments were derived by reference to the interest paid on short-term
government debt.
The lease term may include options to extend or to terminate the lease that the Organization is
reasonably certain to exercise. Lease expense is generally recognized on a straight-line basis
over the lease term. The Organization has elected not to record leases with an initial term of 12
months or less on the statement of financial position. Lease expense on such leases is
recognized on a straight-line basis over the lease term.
Nature of Leases
The Organization entered into several operating lease agreements for office space. The leases
generally contain renewal options and require the Organization to pay all executory costs
(property taxes, maintenance and insurance). Termination of the leases is generally prohibited
unless there is a violation under the lease agreement.
Future minimum lease payments and reconciliation to the statement of financial position at
June 30, 2024 are as follows for the years ending June 30:
2025
2026
Total future undiscounted lease payments
Less present value discount
Operating lease liabilities
$ 77,049
10,676
87,725
(1,480)
$ 86,245
17
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
The lease cost and required information are as follows for the years ended June 30:
Total operating lease cost
Other information:
2024 2023
$ 77,893 $ 70,141
Cash paid for amounts included in
the measurement of lease liabilities:
Operating cash flows from operating leases $ (76,178) $ (65,214)
Right-of-use assets obtained in exchange
for new operating lease liabilities $
Weighted-average remaining lease term:
Operating lease
Weighted-average discount rate:
Operating lease
7. Notes Payable and Related Party Transactions
Related Party Note Payable
19,601 $ 209,192
1.29 years 2.03 years
3.59% 2.85 %
During the year ended June 30, 2020, the Organization obtained an interest-free note payable
from the Achievement Foundation, Inc. The note payable is to be repaid in quarterly
installments of $3,981 beginning June 2021. The note matured on March 31, 2024 and there
was no outstanding balance at June 30, 2024. At June 30, 2023, the note payable had an
outstanding balance of $11,944.
The note payable was not discounted to present value because the discount was deemed to be
immaterial.
Lines of Credit
The Organization has a line of credit for $350,000. This line of credit is under the terms of a
revolving loan agreement with a bank which provided for interest at the current Prime rate
(8.5% as of June 30, 2024) plus 1.05% and is secured by the endowment fund. The line of credit
has a maturity date of January 3, 2028. At June 30, 2024, the Organization had no outstanding
balance due under the agreement. At June 30, 2023, the Organization had $60,000 due under
the agreement.
18
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
The Organization entered into a line of credit during 2024 for $750,000. This line of credit is
under the terms of a revolving loan agreement with a bank which provided for interest at the
current Prime rate (8.5% as of June 30, 2024) plus 1.75% and is secured by the endowment
fund. The line of credit has a maturity date of April 29, 2027. At June 30, 2024, the Organization
had $326,800 due under the agreement.
Related Party Transactions
The Organization pays annual license fees to Junior Achievement USA (JA USA), an affiliated
organization. Such fees totaled $129,961 and $139,894 for the years ended June 30, 2024 and
2023, respectively.
The Organization also purchases insurance and program materials from JA USA; total related
expense for the years ended June 30, 2024 and 2023 was $176,592 and $246,002, respectively.
During the years ended June 30, 2024 and 2023, the Organization received contributions from
members of its board of directors totaling $110,234 and $78,886, respectively.
S. Net Assets
As of June 30, 2024 and 2023, $1,726,087 and $1,529,044, respectively, of net assets without
donor restrictions have been designated by the Organization's board of directors as a general
endowment fund to support the mission of the Organization.
Net assets with donor restrictions consist of amounts restricted by donors for the following
purposes at June 30:
Program restrictions
Scholarships
Perpetualin nature
2024
$ 223, 746
485, 762
83, 725
$ 793,233 $ 912,311
2023
$ 387,717
440,869
83, 725
Net assets with donor restrictions were released from restrictions during the years ended June 30,
2024 and 2023 for the following purposes:
2024 2023
Program restrictions $ 350,217 $ 313,290
Scholarships 18,051 16,434
$ 368,268 $ 329,724
19
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
9. Endowment Funds
The Organization's endowment consists of donor-restricted funds established for scholarships
and general expenses and net assets designated by the board of directors for a general
endowment fund to support the mission of the Organization. As required by GAAP, net assets
associated with endowment funds are classified and reported based on the existence or
absence of donor-imposed restrictions.
Interpretation of Relevant Law
The board of directors (Board) has interpreted the Texas Uniform Prudent Management of
Institutional Funds Act (TUPMIFA) as requiring the preservation of the fair value of the original
gift as of the gift date of the donor-restricted endowment funds absent explicit donor
stipulations to the contrary. As a result of this interpretation, the Organization classifies as net
assets with donor restrictions — held in perpetuity (a) the original value of gifts donated to the
permanent endowment, (b) the original value of subsequent gifts to the permanent
endowment, and (c) accumulations to the permanent endowment made in accordance with the
direction of the applicable donor gift instrument at the time the accumulation is added to the
fund. The earnings from the original gift and subsequent gifts are classified as net asset with
donor restrictions until those amounts are appropriated for expenditure by the Organization in
a manner consistent with the standard of prudence prescribed by TUPMIFA.
In accordance with TUPMIFA, the Organization, in making a determination to appropriate or
accumulate donor-restricted endowment funds acts in good faith, with the care that an
ordinarily prudent person in a like position would exercise under similar circumstances, and
considers if relevant, the following factors in making a determination to appropriate or
accumulate donor-restricted endowment funds:
• The duration and preservation of the fund
• The purposes of the Organization and the donor-restricted endowment fund
• General economic conditions
• The possible effect of inflation and deflation
• The expected total return from income and the appreciation of investments
• Other resources of the Organization
• The investment policies of the Organization
20
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Endowment funds are categorized in the following net asset classes as of June 30, 2024:
Donor-restricted endowment funds
Board-designated endowment funds
Total endowment net assets
Without Donor With Donor
Restrictions Restrictions
$ - $ 244, 716
1, 726, 087 -
$ 1, 726, 087 $ 244, 716
Total
$ 244, 716
1, 726, 087
$ 1, 970, 803
Endowment funds are categorized in the following net asset classes as of June 30, 2023:
Donor-restricted endowment funds
Board-designated endowment funds
Total endowment net assets
Without Donor With Donor
Restrictions Restrictions
$ - $ 221,562
1, 529, 044 -
$ 1,529,044 $ 221,562
Total
$ 221,562
1, 529, 044
$ 1, 750, 606
A reconciliation of the endowment funds' beginning and ending balances for the years ended
June 30, 2024 and 2023 is as follows:
With Donor Restrictions
Without Donor Accumulated Restricted in
Restrictions Gains and Other Perpetuity
Endowment net assets, June 30, 2022
Appropriations for expenditures
Interest and dividends
Net appreciation (realized and unrealized)
Administrative fees
Endowment net assets, June 30, 2023
Appropriations for expenditures
Interest and dividends
Net appreciation (realized and unrealized)
Administrative fees
Endowment net assets, June 302024
$
$
1, 502, 899 $
(166,604)
43, 452
161,483
(12,186)
1, 529, 044
(73,569)
35, 917
248,125
(13,430)
1, 726, 087 $
21
121,784 $
( 2, 550)
7,179
12, 976
(1, 552)
137, 837
( 2, 700)
6, 913
20, 597
(1, 656)
160,991 $
83,725 $
83, 725
83, 725 $
Total
1, 708,408
(169,154)
50, 631
174,459
(13,738)
1, 750, 606
(76,269)
42, 830
268, 722
(15,086)
1,970,803
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
Return Objectives and Risk Parameters
The Organization's Board has adopted an investment policy for endowment assets that
attempts to provide a predictable stream of funding to programs supported by its endowments
while seeking to maintain the purchasing power of the endowment assets. Endowment assets
include those assets of donor-restricted funds that the Organization must hold in perpetuity or
for a donor-specified period(s) as well as board-designated funds. This implies growing the
corpus in real terms while at the same time protecting the assets from serious volatility.
The Organization may use up to 5% of the board-designated funds annually for operations,
based on the May 31 balance of the preceding year. This amount may be transferred on or after
July 1 of each year and is to be included in the annual budget and approved by the Board.
Strategies Employed forAchieving Objectives
To satisfy its long-term rate-of-return objectives, the Board relies on a total return strategy in
which investment returns are achieved through both capital appreciation (realized and
unrealized) and current yield (interest and dividends). The Board targets a diversified asset
allocation strategy that places a greater emphasis on equity-based investments to achieve its
long-term return objectives within the guidelines of its investment policy.
Funds with Deficiencies
From time to time, the fair value of assets associated with individual donor-restricted
endowment funds may fall below the level that the donor or TUPMIFA requires the
Organization to retain as a fund of perpetual duration. There were no such deficiencies in the
endowment funds at June 30, 2024 or 2023.
10. Contributed Nonfinancial Assets
The Organization received the following contributions of nonfinancial assets during the year
ended June 30, 2024:
Prog ra m
Services
Rent $ 24,192
Goods 1,326
$ 25,518
Administrative Fundraising
$ 2,304
$ 2,304
$ 2,304
$ 2,304
$
$
Tota I
28, 800
1,326
30,126
22
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
The Organization received the following contributions of nonfinancial assets during the year
ended June 30, 2023:
Prog ra m
Services
Rent $ 15,300
Goods 2,350
$ 17,650
Rent
Administrative Fundraising Total
$ 1,350 $ 1,350 $ 18,000
- - 2,350
$ 1,350 $ 1,350 $ 20,350
The fair value of contributed rent is based on a recent comparable rental price in the same
city's real estate market.
Goods
Contributed goods are recorded at the market value of the sales of comparable goods.
There were no donor restrictions on contributions of nonfinancial assets received during the
years ending June 30, 2024 and 2023.
11. Health and Welfare Benefits Trust and Postretirement Benefits Plan
Health and Welfare Benefits Trust
The Organization participates in the JA USA self-funded medical, dental and other benefits plan
covering fulltime employees of the Organization and their beneficiaries and covered
dependents. The plan is accounted for like a multi-employer plan. Premiums are paid into the
health and welfare plan for each participant by the participating employers. All the assets and
liabilities of the health and welfare plan are held in the Junior Achievement USA Health and
Welfare Benefits Trust (Benefits Trust).
Accordingly, no balances or transactions of the Benefits Trust are recorded in the financial
statements of the Organization. The Organization's premium expense for the health and
welfare plan for the years ended June 30, 2024 and 2023, was $134,099 and $110,870,
respectively.
23
Junior Achievement of the Chisholm Trail, Inc.
Notes to the Financial Statements
15. Liquidity and Availability of Resources
The Organization's financial assets available to meet cash needs for general expenditures within
one year are as follows at June 30:
Cash and cash equivalents
Certificate of deposit
Pledges receivable, net
Investments
Total financial assets
Less amounts not available for general expenditures within one year:
Donor-imposed restrictions:
Restricted by donor for scholarships
Restricted by donorto be held in perpetuity
Board designated quasi-endowment fund
Financial assets not available forgeneral expenditures
Financial assets available to meet cash needs for general expenditures
within one year
2024
$ 693, 327
158, 972
81, 752
2, 225, 453
3,159, 504
2023
$ 604,407
153, 003
17, 600
1, 989, 324
485, 762
83, 725
1, 726, 087
2, 295, 574
$ 863, 930 $
2, 764, 334
440, 869
83, 725
1, 529, 044
2, 053, 638
710,696
The Organization is substantially supported by restricted contributions. Because a donor's
restriction requires resources to be used in a particular manner or in a future period, the
Organization must maintain sufficient resources to meet those responsibilities to its donors.
Thus, financial assets may not be available for general expenditure within one year. As part of
managing its financial assets, the Organization ensures sufficient resources are available when
obligation are due. In the event of an unanticipated liquidity need, the Organization also could
draw upon its quasi-endowment fund.
16. Subsequent Events
Management has evaluated subsequent events through, November 30, 2024, the date the
financial statements were available to be issued and concluded that no additional disclosures
are required.
25
Junior Achievement of the Chisholm Trail, Inc.
Aggregating Schedule - Statement of Financial Position
June 30, 2024
auasi-
Endowment Scholarship Eliminating Aggregated
Fort Worth Abilene Amarillo Midland Fund Fund Entries Balance
Current assets:
Cash and cash equivalents
Certificate of deposit
Investments
Pledges receivable, net
Prepaid expenses
Interfund receivables
Right-of-use assets - operating leases, net
Total current assets
Noncurrent assets:
Fixed assets, net
Endowment investments
Total noncurrent assets
Totalassets
Current liabilities:
Accounts payable and accrued expenses
Interfund payables
Deferred revenue
Right-of-use liabilities - operating leases, current
Total current liabilities
Noncurrent liabilities:
Line of credit
Right-of-use liabilities - operating leases, net
Total noncurrent liabilities
Total liabilities
Net assets (deficit):
Net assets (deficit) without donor restrictions
Net assets with donor restrictions:
Time and purpose
Held in perpetuity
Total net assets (deficit)
Total liabilities and net assets
$ 110,732 $ 356,975 $ 55,147 $ 158,113 $ - $ 12,360 $ - $ 693,327
- 158,972 - - - 158,972
- - - - - 254,650 - 254,650
98,543 4,367 2,065 - - - (23,223) 81,752
11,532 - - - - - - 11,532
125 - - - 1,008,440 58,111 (1,066,676) -
69,713 14,860 - - - - - 84,573
290, 645 376, 202 57, 212 317,085 1, 008,440 325,121 (1, 089, 899) 1, 284, 806
- - 77,190 - - - - 77,190
- - - - 1,726,086 244,717 - 1,970,803
- - 77,190 - 1,726,086 244,717 - 2,047,993
$ 290,645 $ 376,202 $ 134,402 $ 317,085 $ 2,734,526 $ 569,838 $ (1,089,899) $ 3,332,799
$ 139,573 $ 138,352 $ 17,408 $ 7,684 $ - $ - $ (23,348) $ 279,669
1,066,551 - - - - (1,066,551) -
- - 15,000 - - - - 15,000
67,251 9,798 - - - - - 77,049
1, 273, 375 148,150 32,408 7, 684 - - (1, 089, 899) 371, 718
326,800 - - - - - - 326,800
4,135 5,061 - - - 9,196
330,935 5,061 - - - - - 335,996
1,604,310 153,211 32,408 7,684 - - (1,089,899) 707,714
(1,449,911) 135,491 101,994 309,401 2,734,526 351 - 1,831,852
136,246 87,500 - - - 485,762 - 709,508
- - - - - 83,725 - 83,725
(1,313,665) 222,991 101,994 309,401 2,734,526 569,838 - 2,625,085
$ 290,645 $ 376,202 $ 134,402 $ 317,085 $ 2,734,526 $ 569,838 $ (1,089,899) $ 3,332,799
26
Junior Achievement of the Chisholm Trail, Inc.
Aggregating Schedule - Statement of Activities
Year Ended June 30, 2024
Revenue and support:
Contribution of financial assets
Special events, net
Publicsectorfunding
Investment return, net
Unrealized gain on investments
Realized gain
Contributions of nonfinancial assets
Other income
Total revenue and support
Expenses:
Program services
Administrative
Fundraising
Totalexpenses
Change in net assets
Fort Worth Abilene
$ 615,585 $ 135,726 $
340,941 115,022
21,125 -
- 557
- 350
98,131 8, 812
1,075,782 260,467
895,575 203,998
131,949 27,577
324,400 32,815
1,351,924 264,390
$ (276,142) $ (3,923) $
Amarillo Midland
174,294 $ 153,430 $
124,468 64,082
366 5,426
29,776 -
20,425 5,169
349,329 228,107
253,342 171,950
56, 549 37, 809
58,372 20,176
368,263 229,935
(18,934) $ (1,828) $
27
QuaSi-
Endowment
Fund
- $
22,487
4, 983
243,142
270,612
270,612 $
Scholarship
Fund
11,158 $
9, 505
34,908
7, 373
62,944
18,051
18,051
44,893 $
Eliminating Aggregated
Entries Balance
- $ 1, 090,193
- 644,513
- 21,125
- 38,341
- 39,891
- 250,515
- 30,126
(78,106) 54,431
(78,106) 2,169,135
(78,106) 1,464,810
- 253,884
- 435,763
(78,106) 2,154,457
- $ 14,678
EXHIBIT "D"
REIMBURSEMENT FORMS
Exhibit D
Attachment I- Request Summary
Agency:
Address:
City, State, Zip:
Program:
Month of Service:
Tax ID Number:
Contract Number:
Case ID:
P.O. Number:
FID Number:
IDIS Number:
Program Account Amount
OriQinal Amount This Invoice Cumulative to Date Remaining Balance
(Program Name) Case ID
Salaries
FICA
Life/Disability Insurance
H ealth/Dental Insurance
Unemployment-State
Worker's Coinpensation
Office Supplies
Food Supplies
Inswance
Accounting
ConhactLabor
1001
1002
1003
1004
1005
1006
1007
IOOA
1009
1010
1011
$
$
$
$
$
$
$
$
$
$
$
$
$
S
S
S
$
$
$
$
$
$
ToraL � - �
$
S
S
S
$
$
$
$
$
$
�
$
S
S
S
S
$
$
$
$
$
$
$
$
�
ATTACHMENTII
Cify of Fort Worth
Neighborhood Services Department
Ezpenditure Worksheet
Aee�cv:
Pro n.
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� To�l
*For Salaries, state employee's title under Deseriptionqob Trtle. Reut must �deut `ry teuaut
Only highlighted codes cau be reiuiburecd
Expcnsc Linc Itcm
Ac�ouot
EMERGENCYSHELTER
I�:SSI�:NTI:1I. SF.RVICI�:S
I Salance� 1001 �
P[C� 1002 �
� e�ee�n�sand� ms��a�co ioos I
� x�imi�e�r���d� �e iooa I
� uncmplopnrnt-statc� loos �
� Worke� s Compencation 1006 �
� orroosuuu�;oy �om I
� �
� �
� Food Supplies 1008 �
� InSurance 1009 �
� Accouuti�� 1010 �
� ConhxctLbor 1011 �
� OLhcrQ 1012 �
� SHELTER OPERATIONS I
� M���vc�a�cc zooi �
� s��dry zooz �
� [n5u�ao� zoos I
� ummes Zooa �
� s��pp��� zoos I
I Rgpp�cs 2006 I
OthuQ 2007
HOUSING RELOCATION AND STABILIZATIOY
PREVENTION
� Salarics 3U01 �
� FIC9 3002 �
� LiCc/Disabili�yln'surancc 3007 �
� Heaflh/Dentallnsueance 3004 �
� UJ}��p to_@nenbStat� 3005 �
� Worker s 2�ompenset�on 3006 �
� OthuQ 3007 �
� RCHOUSING I
� Salaries 4001 �
� FICA 4002 �
� Life/Disabili�y I�sura�ce d003 �
� llcahh/Dcme insurancc ��� I
I ugg� �o e�i-siaee �oos I
� �orker's�umpencation -1006 �
OtherQ i007
FINANCIAL ASSISTA.VCE
PRI�:VI�:N"1'IOV
� Re�tal Assista�ce 5001 �
� �
� UtiliryPa�nnents 5002 �
� REHO[151NG I
� Re�ral Ass�sta�ce 6001 �
� Secu�ityDeposf�s 6002 �
� Un1�vDeposits 6003 �
� Ucihiy�a�nncnts 6004 �
� Moving Cosls 6005 �
Motcl/Ilotcl Vouchcrs 6006
HMIS
HMISSoltwamCosts 7001
ZI vHi�" x OI an6 n v B a aaav» 6 YZ Z I
.s o��Jn��su
I
.iwa.�� �. w�+r..ie��.e��,e�n+�n.�a... � . +ew�.�,an�r.n.,�v:�.��n�w�.•:u��.i+a.•r+..,����u.�•+w�v �uN.Lri�:e+mm��n...��e.,.,. nv� . .,,,nw.nn»�•�u�w,��.�.a�u�a�a�m�arw al�zuzu.ww,�e,v��sr.or.,..em.u)w,.���.n.��.r�a�,�vv,....,,�.,�v:�.�9umw����.m��..wnu��w.v�.
4iiiuN
ua�fln�J
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illJ
III I.N'iWHJV.I l.\'
EXHIBIT "E"
CERTIFICATION FORMS
INCOME CERTIFICATION
(NOT SUBJECT TO CITIZENSHIP AND IMMIGRATION VERIFICATION)
INCOME AND CITIZENSHIP/IMMIGRATION CERTIFICATION
(SUBJECT TO CITIZENSHIP AND IMMIGRATION VERIFICATION)
City of Fort Worth
CERTIFICATION OF INCOME STATEMENT
Applicant Name:
Current Address:
Last Name
Phone #:
City and Zip:
Household Members and Income
(including applicant)
First Name Age � Monthly Income
�
�
�
�
�
Total Gross Annual Household Income:
TOTAL NUMBER OF FAMILY MEMBERS
�$
(Include Yourself, Spouse, Children, etc.)
Source of Income
PERSONAL DEMOGRAPHIC INFORMATION: (Check one box in each category. This information is required forfederal reporting underHUD guidelines.)
a. ❑ MALE
❑ FEMALE
c. ETHNICITY
❑ HISPANIC
❑ NON-HISPANIC
b. ❑ AMERICAN INDIAN/ALASKAN NATIVE ❑ ASIAN
❑ BLACK/AFRICAN AMERICAN ❑ NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER
❑ WHITE ❑ AMERICAN INDIAN/ALASKAN NATIVE & WHITE
❑ ASIAN & WHITE ❑ BLACK/AFRICAN AMERICAN & WHITE
❑ AMERICAN INDIAN/ALASKAN NATIVE ❑ OTHER MULTI-RACIAL
& BLACK/AFRICAN AMERICAN
d. DISABLED e. IS HEAD OF HOUSEHOLD FEMALE?
❑ YES ❑ YES
❑ NO ❑ NO
Certification: I certify that all information I provide is true and may be subject to verification at any time by a third party. I agree to
furnish accurate and truthful information when applying for and receiving services. I understand that providing false or misleading
information may subject me to penalties under applicable Federal, State, and local laws.
Signature of Applicant
Date
WARNING: T�T�E 18, SECTION 1001 OF THE U.S. CODE STATES THAT A PERSON IS GUILTY OF A FELONY FOR KNOWINGLY AND WILLINGLY
MAKING FALSE OR FRAUDULENT STATEMENTS TO ANY DEPARTMENT OF THE UNITED STATES GOVERNMENT.
-----------------For use by Agency staff only-----------------
Household Size:
Applicable Income Limit:
Gross Annual Income:
Is Applicant Eligible?
Check if Applicant refused to provide demographic informafion:
Staff Assessment of Demographics:
Person Making Determination:
Date:
NOTE: Agency staff are required to verify all information provided in this Certificafion of Income Statement. This form must include the address,
income amounts, and income sources for all household members, and all information must be verified.
City of Fort Worth
CERTIFICATION OF INCOME & U.S. CITIZENSHIPIIMMIGRATION STATEMENT
Applicant Name:
Current Address:
Name (First & Last Name)
Total Gross Annual Household Income:
TOTAL NUMBER OF FAMILY MEMBERS
Phone #:
City and Zip:
Household Members and Income
(including applicant)
DOB Monthly Income
$
Source of Income
(Include Yourself, Spouse, Children, etc.)
With/out U.S.
Citizenshipl
Immigration
Verification
❑YES ❑NO
❑YES ❑NO
❑YES ❑NO
❑YES ❑NO
❑YES ❑NO
PERSONAL DEMOGRAPHIC INFORMATION: (Check one box in each category. This information is required forfederal reporting underHUD guidelines.J
a. ❑ MALE b. ❑ AMERICAN INDIAN/ALASKAN NATIVE ❑ ASIAN
❑ FEMALE ❑ BLACK/AFRICAN AMERICAN ❑ NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER
❑ WHITE ❑ AMERICAN INDIAN/ALASKAN NATIVE & WHITE
❑ ASIAN & WHITE ❑ BLACK/AFRICAN AMERICAN & WHITE
❑ AMERICAN INDIAN/ALASKAN NATIVE ❑ OTHER MULTI-RACIAL
& BLACK/AFRICAN AMERICAN
c. ETHNICITY d. DISABLED e. IS HEAD OF HOUSEHOLD FEMALE?
❑ HISPANIC ❑ YES ❑ YES
❑ NON-HISPANIC ❑ NO ❑ NO
Certification: I certify that all information I provide is true and may be subject to verification at any time by a third party. I agree to furnish accurate
and truthful information when applying for and receiving services. I understand that providing false or misleading information may subject me to
penalties under applicable Federal, State, and local laws.
Signature of Applicant
Date
WARNING: T�T�E 18, SECTION 1 OO1 OF THE U.S. CODE STATES THAT A PERSON IS GUILTY OF A FELONY FOR KNOWINGLY AND WILLINGLY MAKING FALSE OR
FRAUDULENT STATEMENTS TO ANY DEPARTMENT OF THE UNITED STATES GOVERNMENT.
-----------------For use by Agency staff only-----------------
Household Size: Gross Annual Income: $ Applicable Income Limit: $
Is applicant income eligible? ❑YES ❑NO Is everyone in the household a U.S. citizen or able to provide immigration verification?
❑YES ❑NO
Applicant citizenship/immigration status verification method used: ❑SAVE Documentation ❑Government-issued Documents
❑ Check if Applicant refused to provide demographic informafion:
Staff Assessment of Demographics:
Person Making Determination:
Date:
NOTE: Agency staff are required to verify all information provided in this Certification of Income Statement. This form must include the address,
income amounts, and income sources for all household members, citizenship status and all information must be verified.
EXHIBIT "F"
STANDARDS OF DOCUMENTATION
CDBG 51 % PSA CONTRACT -- EXHIBIT "F" -- STANDARDS OF DOCUMENTATiON
2024-25 Documentation Standards for
CDBG Public Service Contract Expenses
Employee Salaries and Benefits - City will only reimburse a percentage of any employee's salary and benefits who work directly with the CDBG-funded Program.
Percentages will be cost allocated and determined prior to the execution of the CDBG Contract. Agencies requesting the reimbursement of 100% of any Agency employee
will require prior City approval. Agencies must show calculation on how the CDBG portion of employee salaries and benefits were calculated consistently with the CDBG
Contract.
Salaries
If an employee works on both a CDBG eligible and non-CDBG eligible program(s), the City will only reimburse for a reasonable portion
of the employee's salary. Prior to the execution of the CDBG Contract, the Agency will priovide the City with a written statement on how
each employee's time will be allocated. If an employee works 100% of their time directly with the CDBG-funded Program, then 100% of
the employee's salary may be eligible for reimbursement. Agency must submit a written statement that 100°/ of the employee's time is
spent working directly with the CDBG-funded Program. Statements must be signed by a person authorized to sign on behalf of the
Agency and will be submitted with the October invoice.
X X Reimbursement requests must include a timesheet and work log that reflects the hours worked by the employee(s) working directly on
the CDBG-funded Program. For employees who are paid with multiple funding sources, timesheets must reflect all funding sources. If
separate timesheets are kept for each funding source, all such timesheets must be submitted to City. Timesheets must be signed by
employee and supervisor. Agency must show a calculation and documentation of how the employee's salary was calculated and
invoiced to City.
� FICAIMedicare X X X
� Life Insurance X X X
Health x x x
Insurance
Disability x x x
Insurance
Unemployment x x x
Insurance
*If employees are paid by direct deposit rather than check, then the agency must submit both the direct deposit payment company's
report (such as an ADT report) and a bank statement or check showing payment to the direct deposit company.
If the City pays gross salary, this is already included. If the City pays the employer portion, the Agency must provide proof that the
employee is enrolled in the benefit plan, must show a calculation and documentation of how the invoiced amount was calculated, and
must provide documentation showing payment. Invoice and proof of payment are only required with the first reimbursement request and
at any time there are changes to amounts, enrollments, disenrollments, etc.
If the City pays gross salary, this is already included. If the City pays the employer portion, the Agency must provide proof that the
Retirement x x x employee is enrolled in the benefit plan, must show a calculation and documentation of how the invoiced amount was calculated, and
must provide documentation showing payment. Invoice and proof of payment are only required with the first reimbursement request and
at any time there are changes to amounts, enrollments, disenrollments, etc.
Materials, Equipment, Goods and Supplies - City will only reimburse for the cost allocated percent or amount spent in support of the CDBG-funded Program. Agencies
requesting reimbursement for these items will require prior City approval. Agencies must show calculation on how the CDBG portion of these expenses were calculated
consistently with the CDBG Contract.
Office Supplies X X X
Office
Equipment X X X X X
Rental
Postage X X X
Printinq X X X
Construction &
Building X X X X This category is only available for the REACH Program and Habitat for Humanity.
Materials
Sport and
Recreation X X X
Equipment
Cleaning X X X
Supplies
Teaching Aids X X X
I Craft Supplies X X X
Food Supplies X X X This category is only available to the Program provided by Meals on Wheels.
Rent, Utilities and Maintenance - City will only pay for a portion of these expenses. The portion of these expenses will be determined by the square footage attributable to
the CDBG-funded Program and shall be cost-allocated in accordance with the amount of space used for the CDBG-funded Program. These expenses may only be in support
of the CDBG-funded Program. The items listed below require prior City approval and the Agency is required to identify any funding source that pays for the portion of the
expenses that is not paid with CDBG funds. Agencies must show calculation on how the CDBG portion of these expenses were calculated consistently with the CDBG
Contract.
Telephone X X
I Gas X X
Water/Wastew X X
ater
I Electric X X,
I Solid Waste X �
CDBG 51 % PSA CONTRACT 20242025 Exhlbit "F" — STANDARDS FOR COMPLETE DOCUMENTATION
Facility This item requires approval by the City prior to the execution of the CDBG Contract. Repairs may be categorized as major/minor
Maintenance X X X X rehabilitation projects and must be approved through the full HUD Environmetal Review.
and Repairs
Rent X X X City will pay for a portion of the rent for the Program facility so long as its in proportion to the square footage attributable to the CDBG-
funded program.
Miscellaneous I
This item requires prior approval by the City. Prior to the execution of the CDBG Contract, the Agency must submit a written statement
that lists the contract labor services to be used during the Contract term. Agency will submit a memo related to the procurement of such
Contract Labor X X X X X services and will forward any information pertaining to the procurement process to City. This requirement applies to, but is not limited to,
services retained for security services, legal, accounting, transportation providers, educational facilitators, custodial services, etc.
Agencies may not use the contract services of any City of Fort Worth Department.
City-required X X City will only pay for a percentage of the City-required insurance so long as iYs in proportion to the square footage attributable to the
Insurance CDBG-funded program.
City requires that the agency submit its fee schedule or formula on how the Agency calculates the childcare scholarship amount. The
fee schedule/formula should demonstrate a breakout of income levels, and for each income level the schedule should demonstrate
Childcare X X which portion of the expense is to be paid by the family and which portion of the expense is to be reimbursed by the City. A fee
Scholarships schedule/formula must be submitted to the City prior to the first payment. Agency must submit documentation supporting that the client
is income eligible and that the household is being charged in conformance with the fee schedule. If the fee schedule/formula changes at
any time during the contract term, the Agency must immediately notify City on the date the new fee schedule/formula takes into effect.
"$0" Income Agecies that are required to verify and provide proof of household income to determine eligibility, must require that anyone who is over
Certifications the age of 18, living in the housohold, submit a$0 Income Certification.
If an audit is required because federal funds exceed $1,000,000.00, then the cost should be split evenly by all grant funding sources.
Audit Services X X X X Agency must show calculation on how the CDBG portion of the accounting services were calculated. For example, if the CDBG grant is
10% of your Agency's budget, then invoice shall not exceed 10°/ of the overall cost. Agency must show a calculation and
documentation of how the invoiced amount was calculated, and must provide documentation showing payment.
'Proof of payment effective October 1, 2024: payments or Expenses must be documented in the following manner:
A) Image of the check AND bank statement showing the check cleared the bank; OR,
B) Image of the cancelled check (ex. At end of bank statement); OR,
C) Payroll Check Stub, "Advice", or Statement AND Bank Statement indicating payroll; OR,
D) For wire or e-transfers: Reciept or statement from payee/vendor OR bank statement.
Revised as of 08/07/2024 TJ
CDBG 51 % PSA CONTRACT 2024-2025 Exhibil "F"— STANDARDS FOR COMPLETE DOCUMENTATION
EXffiBIT "G"
SEVERELY DISABLED CERTIFICATION FORM
CDBG 51 % PSA CONTRACT - EXHIBIT "G" - SEVERELY DISABLED CERTTFICATION FORM
CERTIFICATION FORM
DOCUMENTING CLIENT STATUS AS "SEVERELY DISABLED ADULT"
Client Name:
Address:
City, State, Zip
Client Identification No.
CHECK ALL THAT APPLY
� Has used a wheelchair, a walker, cane , crutches or other special aid for six
months or longer
Has been diagnosed with one of the following conditions: Alzheimer's disease,
� mental retardation or other developmental disability, senility or dementia,
cerebral palsy, or autism; or has another mental or emotional condition that
seriously interferes with everyday tasks.
Is unable to perform one or more of the following "Functional Activities":
❑ seeing, hearing, speaking and having one's speech understood, lifting or
carrying, using stairs, grasping small objects, or walking.
Is unable to perform or needs assistance to perform one or more of the following
❑ Activities of Daily Living (ADL): getting around inside the home, getting in or
out of bed or a chair, bathing, dressing, eating, and toileting.
Is unable to perform or needs assistance to perform one or more of the following
Instrumental Activities of Daily Living (IADL): going outside the home,
❑ keeping track of money and bills, preparing meals, doing light housework,
taking prescription medications in the right amount and at the right time, and
using the telephone.
❑ Has a condition that prevents them from working at a job or doing housework.
The undersigned Agency representative conducted a visual assessment of the client identified on this
form and certifies that the client meets at least one of the conditions indicated above, which
determines that he/ she meets the deiinition of "severely disabled" according to the U.S. Census
Bureau.
Certified by:
Signature/Title:
Date:
CFW Neighborhood Services Dept.: Revised 08/29/2019
CDBG 51 % PSA CONTRACT - EXHIBIT "G" - SEVERELY DISABLED CERTIFiCATION FORM
EXHIBIT "H"
MBE REPORTING FORM
CDBG 51 % PSA CONTRACT -- EXHIBIT "H" -- MBE REPORTING FORM Page 1
COntraCt and SUbCOntraCt ACtiVity U.S. Department of Housing and Urban Developmeot OMB Approval No.: 2577-0088 OMB
Approval No.: 2502-0355
Public reporting burden for this collection of infonnation is estimated to average .5 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The
infom�ation is vol�.mtary. HUD may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB Control Number.
P.xecutive Orders dated July 14, 19R3, directs the Minoriry Business Development Plans shall be developed by each Federal Agency and the these annual plans shall establish minority business development objectives. The information is used by HUD to monitor and evaluate MBE activides against
the totaL prograin activity and the designated inii�ority business enterprise (MBE) goals. The Deparhnent reqnires the infonnation to provide guidance a�d oversight for prograins fo� the developinent of minoriry business enterprise co�cerning Minority Business Development. If the information is
not eollected HUD would not be able to establish meaningful MBE goals nor evaluate MBE performance against these goals.
Privacy Act Notice = The United STates Department of Housing and Urban Development, Federal Housing AdministraTion, is authorized to solicit Uie Information requested in this fonn by virtue of Title 12, United States Code, Section 1701 et seq., and regulation. It will not be disclosed or
relesed outside the United States Department of Housing and Urban Development without your conseM, except as required or permitted by Law.
7. Grantee/Project Owner/Developer/SponsorBuilder/Agency
Checkif: 2� Location(City,StatcZip Codc)
PH
IH
CPD
Housing
3a. Name ofCon[act Nerson 36. Phone Number pncluding Area Code) 4. Reporting Period 5. Nrograin Code (No[applicable for CND programs.) � 6. Date Submiucd to Cicld O�ec
See explanntion ofCodes at bottom of Page Use a
❑ Oct I- Sept. 30 (Anntrl -F� sepaiate sheer For each progrem code.
Conhac[or or
Granl/Projcct numbc� or HUD Subcontraclor
Case Number or other Amounc of Type of Trade Bus .. Subcontracmr ContraetodSubcontractor Name a��d Address
idcnlificationoCpropcny. Conuzctor Codc Racial/I[ihnic WomanOmmcdRusiness VrimcConiroctorlAcmifcation(ID) IdcmificaiionpD) 'j.
subdfvfrSon, dwcllfng unil, elc. Subcantuct (Scc bdo�s) (Scc hdo�v) (Ycs orNo) Sumbcr SCC. 3 Sumbcr SCC. 3
7a. 76. 7c. 7d. 7e. 7f. 7g. 7h 71.
� Name Sh�et City
7c Type nf Trade Cndes:
CPD: Housing/Public Housiug:
I �cwConslruciion 1=NewConstruction 6 Profcssional
2— Cducaliod/Tcaining �= Subs[antial Rehab. 7= 7'cnanl Scn Iccs
3=0ther }=Rcpair 8=L;duca[ion/"fraining
4 Service 9=AmhJEngrg.Apprau�d
5— Proi�� Manrzt. 0= Other
7d: Racial/Ethnic Codes:
I — \Nhilc Amcricans
2 = Black Americans
3 — Nntive Amencnns
4 = H ispanic Amcncans
5 Asfan/Pacific Ameucans
b — I Iasidic Jews
5: Program Cudes (Cumplete for Huusing and Public and Indian Huusing programs unly):
1— All Insurcd, inclucLing Scclion8 5— Scction 202
2= Flexible Subsidy 6= HUD-Held (Management)
3=Sec[ionBNoninsured,Non-HYI>� 7=Vublic/InJinHousing
4=lns�rod (Managcmcn[) 8=Scc[ion 81 I
State Zip
Prcvious cAitions acc obsolac. focm HUD-2516 (8/98)
EXHIBIT "I"
NOTICE OF BENEFICIARY RIGHTS
CDBG PSA CONTRACT- EXHIBIT "I" - NOTICE OF BENEFICIARY RIGHTS
Notice of Beneficiary Ri�hts
Name of Agency:
Name of Program:
Contact information for Program Staff (name, phone number, and e-mail address, if appropriate):
Because this program is supported in whole or in part by direct Federal financial assistance from
the Federal Government, we are required to let you know that:
• We may not discriminate against you on the basis of religion, religious belief, a refusal
to hold a religious belief, or a refusal to attend ar participate in a religious practice;
• We may not require you to attend or participate in any explicitly religious activities that
are offered by us and any participation by you in these activities must be purely
voluntary;
• We must separate, in time or location, any privately funded explicitly religious activities
from activities supported by direct Federal financial assistance;
• If you object to the religious character of our organization, we must make reasonable
efforts to identify and refer you to an alternative provider to which you have no such
obj ection; and
• You may report an organization's violations of these protections, including any denial of
services or benefits, by contacting or filing a written complaint to HUD [or the
intermediary, if applicable].
We must give you this written notice before you enroll in our program or activity, as required by
24 CFR 5.109.
CDBG PSA CONTRACT- EXHIBIT "I" - NOTICE OF BENEFICIARY RIGHTS
F���r ����x
CONFLICT OF INTEREST DISCLOSURE:
FOR CITY OF FORT WORTH PROGRAMS ONLY
The assistance you are applying for is funded using Housing and Urban Development (HUD) funds and because
of this our office is requesting the following information in order to comply with the funding requirements. Please
complete this form to the best of your ability, sign it, and return it to this Agency at your earliest convenience.
NAME:
TELEPHONE:
ADDRESS:
E-MAIL ADDRESS (if applicable)
L Are you employed by the City of Fort Worth?
1 a. If yes, by which Department and Division:
2. Were you employed by the City of Fort Worth within the most recent 12-month period?
2a. If yes, by which Department and Division:
I❑YES ��NO
� n YES � NO
3. Are any members of your immediate family currently employed by the City of Fort Worth?
(`7mmedia[e Family"includes (whether by blood or adoption): the spouse, parent (including a stepparent), � j�ES ❑ NO
child (including a stepchild), brother, sister (incl�uding a stepbrother or stepsister), grandparent, grandchild,
and in-laws.)
3a. If yes, please provide relative's name(s), Department(s), and Division(s):
4. If No, were any members of your immediate family employed by the City of Fort Worth yES NO
within the most recent 12-month period? � �
4a. If yes, please provide relative's name(s), previous Department(s), and Division(s):
5. Are you an elected or appointed official, or agent or consultant, of the City of Fort Worth? I YES � NO
Sa. If yes, by which Department and Division: � �
6. Are any immediate family members an elected or appointed official, or agent or consultant yES NO
of the City of Fort Worth? � �
6a. If yes, please provide relative's name(s), Department(s), and Division(s):
CeNtifcation: I understand and agree that the City may/will contact the City of Fort Worth department including all supervisors in
order to determine whether any of these persons' employment or official functions are or were related to the City's use of federal
grant funds and whether federal funds can be provided. I certify that the information I am providing is true and could be subject
to verification at any time by a third party. I also acknowledge that the provision of false information could leave me subject
to the penalties of Federal, State and local law.
WARNING: TITLE IH, SECTION IOOI OF THE U.S. CODE STATES THAT A PERSON IS GUILTY OF A FELONY FOR KNOWINGLY AND WILLINGLY
MAKING FALSE OR FRAUDULENT STATEMENTS TO ANY DEPARTMENT OF THE UNITED STATES GOVERNMENT.
Applicant/Prospective Applicant Signature
Date
-------------------------------------- --------------------------- --------------------------- ---
For_City_Staff Only: Once this farm is completed and if "Yes" is marked on any of the above questions, please return it
to your Compliance Specialist as soon as possible for processing. if you have any questions, please contact Leticia
Rodriguez, Compliance Administrator, Compliance Division, at 817-392-7319, or Charletta Moaning, Sr. Contract
Compliance Specialist, at 817-392-7333 or at charlettamoaning�fortworthtexas.gov.
Neighborhood Services Department-Conflict Disclosure Form, Dated September 23, 2024-City Only
EXHIBIT "J"
CONFLICT OF INTEREST DISCLOSURE:
FOR CITY OF FORT WORTH PROGRAMS ONLY
CDBG 51% PSA CONTRACT -- EXHIBIT "J" -- CONFLICT OF INTEREST DISCLOSURE
EXHIBIT "K"
CERTIFICATE OF COMPLIANCE:
ADDITIONAL POLICY REQUIREMENTS
CERTIFICATE OF COMPLIANCE:
ADDITIONAL POLICY REQUIREMENTS
The following policy requirements set forth in "EXHIBIT "K" — Certificate of Compliance:
Additional Policy Requirements" are dictated by the Department of Housing and Urban
Development (HUD) and are imposed upon the City of Fort Worth as the named Recipient of the
Federal award agreement. The terms outlined in this addendum are hereby incorporated by
reference into this Contract and shall be binding upon the Agency as a subrecipient of this award.
The Agency shall comply with all applicable provisions of EXHIBIT "K" — Certificate of
Compliance: Additional Program-Specific Policy Requirements as if fully stated herein.
This compliance is subject to new guidance, court decisions, or new regulatory actions that could
change the interpretation, application, or enforcement of these requirements. By signing this
certification, the Subrecipient is certifying that they have read and will comply with these
requirements and will monitor HUD guidance and other actions that may require changes or
updates to their own program policies. Any contractual requirement contained herein determined
to be unenforceable by a legal opinion, directive from a federal agency, court order, or executive
order (the "Determination"), shall be performed in a manner that complies with the Determination
to the greatest extent possible even if such compliance means non-performance.
In addition to all applicable federal statutes and regulations, the Subrecipient certifies that it has
read and agrees to comply with the attached policy requirements, if applicable, established under
the federal award agreement between the Department of Housing and Urban Development and the
City of Fort Worth, and which are a material condition of this Agreement:
+�aa�N[11��1 �, PCILIC'�R�QLIIREM�INIT�
If appli�abl�:
1, Th� Re�lpien�t shaLL not us� �r�r�t fi�.ir}ds t�o �aRomate "�cn�er� I�evBo�,�r," �� defined i� Ex��utl� �r�d�r
{E,�.] 14i��, D�f�eldl�l,� U'4rc�men ir€�m ��nder I�Jr.�il�g� ��s#rerrii�rru and Re�tnrir�� Fll�lt�gi�alTruth to
tt�� �f�d�r��l ��pwernm�nt;
�, Th�� F#e�i�ient agree� that �t� �orr�pllatice ir� all re�pe�ts wlth a�l �p�a�ic�ble F�d�ral. �ntl-
�i�criminaCion IawS 15 ilro�t��i2l k� khe U,S: �rr1���rtiK's ���ment decisions fnr �4��pr�s�� of secli�an
3729�b}(�� �� tdt�a �1. Ur►ik�d 5tates Cod�;
:�, �he F��Cip�enk certifies tht�t it �c�es r��at ujpera�k.�e any pra�Cams th�k wic�late any ap�li�c.��ilp Feili�r�[
�riti-di�crcmiination 17ti��,, I��ludin�7i�leVl afthc��i�ll Rl�hlseA�;to11964;
Th� R��eiplent sY��ll n�t use an� �rar�t funds k�U fund or prflmotr. e1��:tl�re �b�rti�an�, ��. re�uir�ed by
F.�, i.�18�,. �nf�rcin� tF�� H�le �4�er7tlm�ntF and t�at,
5. Nc�tt�ritl�s�,�ncJin;� ar7ythir�� in thie N�f ��r �,����t��afi�rn, this �rant sF�aLl ne�t t�� ���efned iby Exe�uti+��
C�r�ers rev�4���1 Y�y �.�. Y�i75�4, in�IM,a[flr3� �.[�. i40(�8, �r hJa�FC� rn�i,ilrerT�eriC� implementiitig
�xec��t��� �r��rs that h��r� �t��n ���nk�d,
�6_ Th� Recipi�nt rni.iSK 2��Irtlinw��er its g�ant irti ��t�nr�cJ.drtce wuiikh alL app�Li��L�L�� i�nir��i�,r��GI�I� re�tricti�r�s
and r�c�qt�ire�7�,i1t5, ir�Clut�ingthe �li�it�ilit�r ���i tr�rifi�;�ii�an r��quircrr��nts �h�k 3��1y uradertit9�e I�! c�f
x�le Pers+�nal R��p�rnsit�ilit�� �7�7�1 ��rk �pporkuruity Re�e�r��il�i�kiorl ��k �rf 19�6, as �rnenci�d (#_U �,(;,
1��1-16�}�};PR5,5�'�ORA� ��nc� ��r7y applieabl� r�qu�ram�nts tr7ai WU[i, th� Aiforn�� G�en�r�l, irr th� U,S,
�iki�enship r���rJ (ri1�11�r��ian Ser�i€��s m�y ��k�l�listt Pr�rm time �� tirnc ta c�it��l�wi[li R�k�►V�FkA,
E���:�,1ir,�N C}rti�r �q�1�F or ath�r Cx����t�1e C�rders �r irr�m�gratoon lr�u�,
7', h�Jn s���� ar unit of �en�r�2l I�c�l ��vernrnent tho�t �re..�iu�s tur��lar�� ur�der thi� �rG,mt n��y u�e 4fia#
fundin� in � m{��r��� th�t byde�ign �r effcct f��illt�C�3 Ch� subsidiaation or pr���[��Ic�tt a1 ille�3l
in�rt���r�tl�rt� �r �fnields ille�a{ �Li�r�� fr�r�t rJe�arta4ic�n, in�clu�iiin� hy m�lr�t�lr�lr�� �oli�i�s �r practi�.��
Ch�k m�k�rialty�imped� r.nfnt��r�1�ri# �fif�der�! �mmi�r��tir�� sl�tlit�� �nci regu[ati�ra�.
The P�€�crpir.r7t�Tl�dslus��AWE,�ra� r�c�ui��l�r�e��n�lic:�tia�system�ppr��J ha�th7� ��eci�ral
��i�+erno7i�,lx. �� �1r��nt �rry Feder,°�� �3u1}IrC F���1�fit frvrn �eiu�g pr�,�i�ir�i te� �� �r1e4i�iial� ali�r� u�rhrs
rn��r�d th� Unite� 5t�t�es ilile�T�ll�r t�r I� aih�rv�ise un'law►t(�ull.y pr�s��[ ifl� lfi� lJniied �tatcs_
F�i[I�•�ased nr��ni��tl�ntls rl��yr h�e suk�r��i�i�rttS� t�r flln�is �n th� �arn� b�sis a� �fl'� �i�hM�r
�r��r�i�atl��1, F�eci�i�rp�ts ma� r��t, ir� #F1e sele�tir�n c�f sutar�cipi�ent}, di��rirtaln�[� �g�in�t ar�
�:r�T�r�ic�iirJn t�a�ed on th� nr���r,ia�tir•�n's r�;i�'ou� char���:t�}r, ��fi�.i�ti��r�, rtr �xer�i;e.
Certification and Acknowledgement
This certification shall be deemed incorporated by reference into the main Contract. By signing
below, the Agency hereby certifies, acknowledges, and agrees that:
• Agency has read and understands all terms and conditions set forth in this EXHIBIT "K"
— Certificate of Compliance: Additional Program-Specific Policy Requirements;
• Agency shall comply with these requirements in both program practice and written policies
and procedures;
• Agency agrees to be in compliance with these requirements as a material condition of this
Contract and a prerequisite to the receipt and continued use of grant funds; and
• Agency understands that any violation of these terms may result in the suspension or
termination of funding, repayment of funds, or other remedies available under law or
regulation.
Authorized Certification
Name of Agency: Junior Achievement of the Chish�
Name of Authorized Official: CindY Hames
Title: president
Signature: 3d42„os_„Zo_4�5o_b�6��5�d9,993a,� oa,ezozso„a,,a3za-0so� �6�5,�s,ss3d„ Date: ni /ia/�mF
M&C Review
CITY COUNCIL AGENDA
Create New From This M&C
DATE: 8/12/2025 REFERENCE NO.: M&C 25-0676 LOG NAME:
CODE: C TYPE: NON- PUBLIC
CONSENT HEARWG:
Page 1 of 5
Offlclal site of the City of Fort Worth, Texas
FJRT��ORTH
_�_
192025-2026 HUD
ANNUAL ACTION
PLAN
YES
SUBJECT: (ALL) Conduct Public Hearing and Approve the City of Fort Worth's 2025-2026 Annual
Action Plan for the Use of Federal Grant Funds in the Amount of $13,273,355.77 to be
Awarded by the United States Department of Housing and Urban Development from the
Community Development Block Grant, HOME Investment Partnerships Program,
Emergency Solutions Grant, and Housing Opportunities for Persons with AIDS Program,
Authorize Collection and Use of Program Income, Authorize Execution of Related
Contracts, Adopt Appropriation Ordinance, and Authorize Waiver of Indirect Costs
(PUBLIC HEARING - a. Staff Available for Questions: Juliet Moses; b. Public Comment c.
Council Action: Close Public Hearing and Act on M&C)
RECOMMENDATION:
It is recommended that City Council:
1. Conduct a public hearing to allow citizen input and consideration of the City's 2025-2026 Annual
Action Plan for use of federal grant funds to be awarded by the United States Department of
Housing and Urban Development in the amount of $13,273,355.77 for the Community
Development Block Grant, HOME Investment Partnerships Program, Emergency Solutions Grant,
and Housing Opportunities for Persons with AIDS grant programs;
2. Approve the City's 2025-2026 Annual Action Plan for submission to the United States Department
of Housing and Urban Development, including allocations of grant funds to particular programs
and activities as detailed below;
3. Authorize the collection and use of an estimated $30,000.00 of program income which is
expected to result from activities using prior years' Community Development Block Grant funds
for the City's Priority Repair Program;
4. Authorize the collection and use of an estimated $30,000.00 of program income which is
expected to result from activities using prior years' HOME Investment Partnerships Program grant
funds for the City's Homebuyer Assistance Program, and authorize the use of 10 percent of the
program income for administrative costs;
5. Authorize the City Manager or his designee to execute contracts for one-year terms with the
agencies listed in Tables 1, 2, and 3 below for Program Year 2025-2026 for Community
Development Block Grant, Emergency Solutions Grant, and Housing Opportunities for Persons
with AIDS grant funds, contingent upon receipt of funding, and satisfactory completion of all
federal regulatory requirements;
6. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in
the Grants Operating Federal Fund in the total amount of $13,273,355.77 consisting of
$7,116,438.00 in Community Development Block Grant funds, $2,814,431.77 in HOME
Investment Partnerships Program funds, $615,818.00 in Emergency Solutions Grant funds, and
$2,726,668.00 in Housing Opportunities for Persons with AIDS grant funds, all subject to receipt
of such funds; and
7. Authorize a waiver of the Neighborhood Services Department indirect cost of 21.05\%, estimated
total of $264,698.00.
DISCUSSION:
The City's 2025-2026 Annual Action Plan summarizes the major housing and community development
activities and proposed expenditures for the program year beginning October 1, 2025 and ending
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M&C Review
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September 30, 2026 for use of federal grant funds totaling $13,273,355.77 from the United States
Department of Housing and Urban Development (HUD) from the Community Development Block Grant
(CDBG), HOME Investment Partnerships Program (HOME), Emergency Solutions Grant (ESG), and
Housing Opportunities for Persons with AIDS (HOPWA) grant programs, plus program income from the
CDBG and HOME grant programs totaling $60,000.00. It also summarizes the use of program income
resulting from activities using prior years' CDBG and HOME funds, the primary purpose of which is to
benefit low-and moderate-income persons in Fort Worth. ESG funds primarily benefit persons experiencing
homelessness, and HOPWA funds primarily benefit low-and moderate-income persons with HIV/AIDS.
A Request for Proposals from social service agencies and nonprofit organizations seeking grant funding
was published on January 15, 2025. All proposals were received on March 3, 2025. Staff reviewed all
proposals and developed recommendations for the allocation of estimated funding from HUD based on the
capacity of applicant organizations, grant experience, fiscal stability, and compliance with applicable
federal regulations. One public hearing was held on July 14, 2025, to provide citizens with the opportunity
to participate in the development of the Annual Action Plan. Recommendations for award amounts were
considered and adopted by the Community Development Council on June 11, 2025.
A 30-day public comment period was held from June 16, 2025, through July 16, 2025. Notice of this public
comment period was published in the Cleburne Times Review on June 10, 2025; in the Fort Worth Star
Telegram and Weatherford Democrat on June 11, 2025; and in La Vida News and the Wise County
Messenger on June 12, 2025.
Any comments received are maintained by the Neighborhood Services Department in accordance with
federal regulations. The City held two public hearings as a part of the HUD required citizen participation
process. The first public hearing was held by staff on July 14, 2025, and the second public hearing is
scheduled for the City Council Meeeting on August 12, 2025.
A summary of staff's final funding recommendations is provided below in Tables 1, 2, and 3. The 2025-
2026 Annual Action Plan will be submitted to HUD by August 15, 2025.
Indirect costs totaling approximately $264,698.00 could be charged to these grants, as the Neighborhood
Services Department indirect cost rate is 21.05\°/o in the City's most recent Cost Allocation Plan. A waiver
of these costs is requested to allow allocation of these funds to further support the programs and services
to assist low-to-moderate income citizens.
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
For Program Year 2025-2026, it is recommended that the amount of $7,116,438.00 in CDBG funds and an
estimated amount of $30,000.00 in CDBG program income totaling $7,146,438.00 be allocated as follows:
Public Service Agencies -$1,067,465.00 (Limited to 15\% of the grant allocation): Includes social services
for low- and moderate income persons, persons with disabilities, and disadvantaged persons; Housing
Programs -$2,665,000.00: Includes funding for the City's Priority Repair Program, Cowtown Brush-Up, and
accessibility modifications for seniors and persons with disabilities; Major Projects -$1,000,685.00:
Includes funding for street improvements; Program Delivery -$960,000.00: Includes program delivery
costs for housing programs; Administration -$1,423,288.00 (Limited to 20\% of the grant allocation):
Includes costs for administering the CDBG grant; Estimated Program Income -$30,000.00: Includes up to
$30,000.00 in funding for the City's Priority Repair Program. Any CDBG program income over the
estimated amount not used for the Priority Repair Program will be allocated to priority activities in the City's
Consolidated Plan, subject to the City Council approval.
HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME)
For Program Year 2025-2026, it is recommended that the amount of $2,814,431.77 in HOME funds and an
estimated amount of $30,000.00 in HOME program income totaling $2,844,431.77 be allocated as follows:
Homebuyer Assistance Program -$1,110,824.77: Includes funding for down payment and closing cost
assistance for low- and moderate-income homebuyers through the Fort Worth Community Land Trust, the
City of Fort Worth and Trinity Habitat for Humanity; Community Housing Development Organizations
(CHDOs) for affordable housing projects -$422,164.00: These funds will be used by Housing Channel for
the Mason Heights affordable housing development in southeast Fort Worth. Funds will be used for the
acquisition of land and the new construction of 236 units. An estimated 183 units (approximately 77\%) will
be sold to low to moderate income households at or below 80\% Area Median Income (AMI); Major
Projects -$1,000,000.00 allocated to Fort Worth Housing Solutions (FWHS) as a part of Phase Six of the
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Choice Neighborhood Initiative (CNI) grant benefiting low-moderate come residents in the Stop Six
Neighborhood of Fort Worth; Administration -$281,443.00 (Limited to 10\% of the grant allocation):
Includes costs for administering the HOME grant; Estimated Program Income -$30,000.00: Includes
funding for the Homebuyer Assistance Program and HOME grant administrative costs. HUD allows the City
to use 10 percent of any HOME program income towards the cost of administering the HOME grant.
HOME program income over the estimated amount not used for the Homebuyer Assistance Program will
be allocated to priority activities in the City's Consolidated Plan, subject to City Council approval.
HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA)
For Program Year 2025-2026, it is recommended that the amount of $2,726,668.00 in HOPWA funds be
allocated as follows: Public Service Agencies -$1,670,868.00; Neighborhood Services Department -
$974,000.00; Administration -$81,800.00 (Limited to 3\°/a of the grant allocation)
EMERGENCY SOLUTIONS GRANT (ESG)
For Program Year 2025-2026, it is recommended that the amount of $615,818.00 in ESG funds to be
allocated as follows: Public Service Agencies -$569,632.00; Administration -$46,186.00 (Limited to 7.5\%
of the grant allocation)
CONTRACT RECOMMENDATIONS
The Community Development Council and Neighborhood Services Department staff recommend that
contracts be executed with the public service and subrecipient agencies listed below for the amounts
shown in the following tables:
Community Development Block Grant Contracts
AGENCY
Housing Channel
Meals-On-Wheels, Inc. of
Tarrant County
TABLE 1: CDBG AGENCIES
ICONSOLGOAL D PLAN I pROGRAM
IAffordable Housing IHousing Counseling &
Education
IHealthy Living and INutrition Program
Wellness
Guardianship Services Inc. Aging In Place
�United Community Centers, Inc IChildren and Youth
Services
�Boys & Girls Club of Greater IChildren and Youth
Tarrant County Services
IGirls Inc of Tarrant County IChildren and Youth
� Services
ICamp Fire First Texas IChildren and Youth
� Services
�Junior Achievement of the IChildren and Youth
Chisholm Trail, Inc. Services
�The Women's Center of Tarrant IEconomic Empowerment
County and Financial Resilience
IEaster Seals North Texas, Inc. IEconomic Empowerment
� and Financial Resilience
Money Smart+ Elder
Financial Fraud
Prevention Workshops
IEducation Literacy
Program
IYouth Development at
Eastside Branch
IWhole Girl Program
ITeens In Action
ICradle to Career
Initiative
IEmployment Solutions
IEmployment Services
AMOUNT
$111,000.00
$120,000.00
'�:1 111 11
$125,000.00
$72,000.00
$90,281.00
$62,184.00
$50,000.00
$90,000.00
$92,000.00
Homelessness
Presbyterian Night Shelter Prevention and Special Moving Home Program $175,000.00
Needs Support
�CDBG Public Services Agencies Total II$1,067,465.00I
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M&C Review
**Rehabilitation, Education and Accessibility
Advocacy for Citizens with Improvements Project Ramp
Handicaps dba REACH, Inc.
**Fort Worth Area Habitat for Housing Preservation and
Humanity, Inc. DBA Trinity Rehabilitation Cowtown Brush Up
Habitat for Humanity
�CDBG Subrecipient Agencies Total
ITOTAL CDBG CONTRACTS
Page 4 of 5
$165,000.00
$500,000.00
� $665,000.00�
I$1,732,465.00�
**REACH and Trinity Habitat will be funded from the CDBG Housing Programs and Services budget.
Housing Opportunities for Persons with AIDS Contracts
TABLE 2: HOPWA AGENCIES
AGENCY CONSOLIDATED PLAN
GOAL
Tarrant County Homelessness Prevention
Samaritan Housing, and Special Needs
Inc. Support
AIDS Outreach
Center, Inc.
Homelessness Prevention
and Special Needs
Support
�TOTAL HOPWA CONTRACTS
Emergency Solutions Grants Contracts
PROGRAM
HOPWA Program -
Administration, Tenant-
Based Rental Assistance
(TBRA), Short-Term
Rent, Mortgage, and
Utility Assistance
(STRMU), Supportive
Services, Facility-Based
Operations (FBO)
'The Housing Assistance
Program
- Administration, Tenant-
Based Rental Assistance
(TBRA), Short-Term
Rent, Mortgage, and
Utility Assistance
(STRMU), Supportive
Services
TABLE 3: ESG AGENCIES
AGENCY CONSOLIDATED PLAN pROGAM
GOAL
The Presbyterian Night Homelessness Prevention and Shelter
Shelter of Tarrant County, Special Needs Support Operations/Services
Inc.
Lighthouse for the Homelessness Prevention and Day Shelter
Homeless dba True Worth Special Needs Support Operations/Services
Place
The Salvation Army
Center for Transforming
Lives
Homelessness Prevention and Homelessness
Special Needs Support Prevention
Homelessness Prevention and Rapid Re-Housing
Special Needs Support
AMOUNT
$1,406,188.00
$264,680.00
$1,670,868.00�
AMOUNT
$139,491.00
$150,000.00
$127,141.00
$73,000.00
$80,000.00
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M&C Review
�SafeHaven of Tarrant Homelessness Prevention and Shelter
County Special Needs Support Operations/Services
�TOTAL ESG CONTRACTS
All figures have been rounded to the nearest dollar for presentation purposes.
Page 5 of 5
��$569,632.00�
Each of these grants are an entitlement grant rather than a competitive grant received from the United
States Department of Housing and Urban Development (HUD). Entitlement grants provide funds to
agencies based on a formula prescribed in legislation or regulation, rather than based on review. These
specific grants are allocated to the City of Fort Worth based on population size and per capita income each
year. The grants have been consistently awarded to the City since 1974 with the inception of the
Community Development Block Grant (CDBG) through the Housing and Community Development Act of
1974. The Emergency Shelter (renamed Solutions) Grant (ESG) was authorized in 1987 through the
McKinney-Vento Homelessness Assistance Act. The HOME Investment Partnerships Program (HOME)
and the Housing Opportunities for Persons with AIDS (HOPWA) Program were authorized through the
Cranston-Gonzales National Affordable Housing Act of 1990. With these grants, administrative and
program delivery allocations support approximately 90 FTE positions in the Neighborhood Services
Department, which is funded nearly 60\% with various grants including these entitlement grants.
Positions funded with HUD Entitlement grants are subject to grant availability. In the event of a grant award
being decreased or eliminated, the Neighborhood Services Department would review programs and
services funded by the grants and determine a level of service and staffing that aligns with the available
funding. Alternatives to consider may include staff and program reductions or eliminations.
The City of Fort Worth has certified that all programs receiving funding through the HOPWA, HOME, ESG,
and CDBG grants comply with applicable Executive Orders.
These programs are available in ALL COUNCIL DISTRICTS.
�6��_1��7:7Ji/_��[�I�IL��:i�l�C�_��[�]`F
The Director of Finance certifies that upon approval of the above recommendations and adoption of the
attached appropriation ordinance, funds will be available in the current operating budget, as appropriated,
of the Grants Operating Federal Fund. The Neighborhood Services Department (and Financial
Management Services) will be responsible for the collection and deposit of funds due to the City. Prior to
an expenditure being incurred, the Neighborhood Services Department has the responsibility to validate
the availability of funds. These are reimbursement grants.
TO
Fund Department Account Project Program Activity Budget Reference # Amount
ID ID � Year (Chartfield 2)
FROM
Fund Department Account Project
ID , I ID
Submitted for Citv Manaqer's Office bv:
Program Activity Budget � Reference # Amount
Year (Chartfield 2)
Dana Burghdoff (8018)
Oriqinatinq Deaartment Head:
Additional Information Contact:
ATTACHMENTS
Kacey Bess (8187)
Juliet Moses (6203)
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CERTIFICATE OF INTERESTED PARTIES
Complete Nos. 1- 4 and 6 if there are interested parties.
Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties.
1 Name of business entity filing form, and the city, state and country of the business entity's place
of business.
Junior Achievement of the Chisholm Trail, Inc.
Fort Worth, TX United States
2 Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Fort Worth
FORM 1295
1 of 1
OFFICE USE ONLY
CERTIFICATION OF FILING
Certificate Number:
2025-1272194
Date Filed:
02/20/2025
Date Acknowledged:
g Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
N SD25-001
2025-2026 PSA RFP (CDBG)
Nature of interest
4
Name of Interested Party City, State, Country (place of business) (check applicable)
Controlling Intermediary
5 Check only if there is NO Interested Party.
❑X
6 UNSWORN DECLARATION
My name is
My address is
(street)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of
, and my date of birth is
(city) (state) (zip code) (country)
, on the day of , 20
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V4.1.0.5dd2ace2
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City Secretary's Office
Contract Routing & Transmittal Slip
Contractor's Name: JuniorAchievement ofthe Chisolm Trail
Subject of the Agreement: Public Service Agency - Community Development Block Grant (CDBG;
between the agency and the City of Fort Worth for their Child Care Services Program - Cradle to Career
Initiative receiving an award amount of $50,000.00 to serve 90 unduplicated Fort Worth clients from 0�
to September30, 2026.
M&C Approved by the Council? * Yes ❑✓ No ❑
If so, the M&C must be attachecl to the cont�act.
Is this an Amendment to an Existing contract? Yes ❑ No ❑✓ N/A
If so, p�ovide the original contract nurnber and the amendment number.
Is the Contract "Permanent"? *Yes ❑ No 0
If unsuNe, see back page fo� permanent cont�^act listing.
Is this entire contract Confidentiial? *Yes ❑ No ❑✓ Ifonly specific info�mation is
Confidentzal, please list what information is Confidential and the page it is loeated.
N/A
Effective Date: 01 october 2025 Expiration Date: 3o September 2026
If �different from the approval date. If �applicable.
Is a 1295 Form required? * Yes ❑✓ No ❑
*If so, please ensure it is attached to the approving M&C or attached to the contract.
PrOjeCt Number: Ifapplicable. N�A
*Did you include a Text field on the contract to add the City Secretary Contract (CSC)
number? Yes ✓❑ No ❑
Contracts need to be routed for CSO nrocessin� in the followin� order:
1. Katherine Cenicola (Approver)
2. Jannette S. Goodall (Signer)
3. Allison Tidwell (Form Filler)
*Indicates the information is required and if the information is not provided, the contract will be
�eturned to the department.