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3rd Amendment 09/15/2010DANNY L. KOLHA GE CLERK OF THE CIRCUIT COURT DATE: September 24, 2010 TO: Lisa Tennyson Grants Management ATTN: Kim Wilkes, Sr. Grants Coordinator Social Services Division FROM: Pamela G. Hanco�k*,. At the September 15, 2010, Board of County Commissioner's meeting the Board granted approval and authorized execution of Amendment #0003 for the Homeless Prevention and Rapid Re -Housing Grant Agreement (HPRP) #KFZ28 between the State of Florida Department of Children and Families and Monroe County Board of County Commissioners (Community Services/Social Services). Enclosed are four duplicate originals of the above -mentioned, executed on behalf of Monroe County, for your handling. Please be sure to return the fully executed "Clerk's Original" and the "Finance Copy" as soon as possible. Should you have any questions please do not hesitate to contact this office. cc: County Attorney Finance w/o document File Clerk's Original Grantr.Agreement #KFZ28 Amendment #0003 ,t Date: 10/01 /2010 THIS AMENDMENT, entered into between the State of Florida, Department of Children and Families, hereinafter referred to as the "Department", and Monroe County B.O.C.C., hereinafter referred to as the "Grantee", amends grant agreement # KFZ28. The purpose of this amendment is to amend the grant by increasing the total grant funding to include additional 2010-2011 grant funding awarded and a revised HPRP Estimated Budget Summary with relevant language. 1. The grant amount statement on page 1 is hereby amended to read: NOW, THEREFORE, The Department hereby awards to the Grantee, the FY 2009- 2010 amount of $257,007.00 and the FY 2010-2011 amount of $100,000.00 for a grand total of $357,007.00, under the following terms and conditions: 2. Page 2, Paragraph 2, is hereby amended to read: a. The HPRP program plan filed with the Department by the Grantee is incorporated as Attachment A and on file in the grant file of record. The Department's Substantial Amendment document, upon which that program plan is based, is also incorporated herein by reference as if fully set out here and is on file in the grant file of record. The Grantee hereby agrees to perform the tasks and to provide the services described in the program plan contained in Attachment A. b. Having demonstrated the requirements to successfully perform under the terms and conditions of the original 2009 grant agreement, the Grantee is hereby awarded $100,000.00 in additional 2010-2011 funding as approved by the Office on Homelessness. Attachment A. Grantee's HPRP Program Plan is hereby amended to incorporate Attachment Al into the Grantee's HPRP Program Plan. This new attachment outlines the Grantees revised plans to provide additional homeless services and also provides a 2010-2011 HPRP Estimated Budget Summary reflecting this additional 2010-2011 funding allocation. This 2010-2011 allocation is in addition to the original funding allocation awarded to the Grantee in 2009. The Grantee hereby agrees to perform the stated tasks and to provide the services described in Attachment A and Attachment Al., 3. Page 2, Paragraph 3, is hereby deleted in its entirety. 4. Page 4, Paragraph 13, page is hereby amended to read: a. Grantees receiving awards from the Department in 2009 shall expend fifty percent (50%) of the 2009 grant funds by June 30, 2010 on eligible program costs. The Department reserves the right to amend the grant agreement to recapture grant funds in the event that the Grantee fails to achieve the spending target, and fails to provide sufficient explanations and correction action plans to the Department. Should the Department exercise its option to recapture grant funds, any eligible expense Grant Agreement #KFZ28 Amendment #0003 Date: 10/01 /2010 obligated shall be retained by the Grantee for expenditure. Further, the Department requires the Grantee to achieve an expenditure goal of completely expending the 2009 grant on eligible costs by June 30, 2011. The Department may extend this spending deadline upon receipt of a written request from the Grantee, explaining the need for additional time, and a detailed plan to complete the expenditure of the grant. b. Grantees receiving awards from the Department for 2010-2011 shall obligate 100 percent (100%) of the awarded 2010-2011 grant funds by December 31, 2010 on eligible program costs. Obligated means the Grantee has approved case management plans for eligible households that commit the Grantee to pay eligible housing related costs on behalf of the households, in addition to eligible staff and administrative costs incurred for the grant period. All costs obligated by the Grantee must be documented in a written report to the Department by January 10, 2011. 5. Page 7, Paragraph 28, is hereby amended to read: 28. In accordance with section 112.3187(2), Florida Statutes (F.S.), agencies or independent contractors shall not retaliate against an employee for reporting violations of law to an appropriate agency that creates substantial and specific danger to the public's health, safety, or welfare. Furthermore, agencies or independent contractors shall not retaliate against any person who discloses information to an appropriate agency alleging improper use of governmental office, gross waste of funds, or any other abuse or gross neglect of duty on the part of an agency, public officer, or employee. Employees and person may file with the Office of Chief Inspector General, Agency Inspector General, the Florida Commission on Human Relations or the Whistle -blower's Hotline number at 1- 800-543-5353. The Grantee shall comply with and incorporate into any subgrant agreement all provisions related to the Whistleblower protection, as specified in Section 1553 of the American Recovery and Reinvestment Act of 2009. The Grantee shall post notice of employee rights and remedies for whistleblower protections provided under Section 1553 of the Recovery Act. The Grantee shall include the substance of section B. subsection 4, clause (1) and section B, subsection 4, clause (2) in all subcontracts. 6. Page 8, Paragraph 35, f. is hereby amended to read: f. The provider and its partners, subcontractors, and agents shall document the customer's or companion's preferred method of communication and any requested auxiliary aids/services provided in the customer's record. Documentation, with supporting justification, must also be made if any request was not honored. The provider shall submit compliance reports monthly, by the 5th business day following the reporting month, to the Department's Grant or Contract Manager. The provider shall distribute Customer Feedback forms to customers or companions, and provide assistance in completing the forms as requested by the customer or companion. 7. Page 9, after IN WITNESS THEREOF, delete "31" and replace with "39". 2 Gran#,Agreement #KFZ28 Amendment #0003 Date: 10/01 /2010 8. Pages 15a -15h, Attachment Al, 2010 Request for Homeless Prevention Funds, dated April 19, 2010, are hereby inserted and attached hereto. 9. Page 19, Attachment C, Request for Release of Funds Schedule, as previously revised on page 2 of Amendment #0002, is hereby deleted in its entirety and Revised Page 19, Revised Attachment C, Request for Release of Funds Schedule, dated 10/01/2010, is hereby inserted in lieu thereof and attached hereto. This revised schedule reflects the additional FY 2010-2011 allocation of funds combined with any remaining FY 2009- 2010 funds. This amendment shall begin on October 1, 2010, or the date, on which the amendment has been signed by both parties, whichever is later. All provisions in the contract and any attachments thereto in conflict with this amendment shall be and are hereby changed to conform to this amendment. All provisions not in conflict with this amendment are still in effect and are to be performed at the level specified in the contract. This amendment and all its attachments are hereby made a part of the contract. IN WITNESS THEREOF, the parties hereto have caused this 12 (twelve) page amendment to be executed by their officials thereunto duly authorized. PROVIDER: Mo SIGN BY: ►f� INTIM County B.O.C.0 STATE OF FLORIDA: Department of Children and Families SIGNED f�✓ BY: NAME TITLE: Monroe County Mayor TITLE: DATE: S E P 1 5 2010 DATE: Provider FID #: 59-6000749 Reg s'9�AL). LPCLEP" ERk6DEP�IT Gilda P. Ferradaz N -1 4 Circuit Administtor_, r �C-1)i O 9/A - T^7�—, CD CD .. o c.n j o TO FORM IFFICIENCY Counsel Date •(v t Attachment A 1 2010 REQUEST FOR HOMELESS PREVENTION FUNDS Submitted by: Monroe County Social Services BOARD OF COUNTY COMMISSIONERS Commissioner George Neugent, District 2 Mayor Sylvia Murphy, District 5 Commissioner Kim Wigington, District 1 Mayor Pro Tom Heather Carruthers, District 3 Commissioner Mario DiGennaro, District 4 15a Th& UMMO COU*, FL CoMMO CoSWW dldreetrd to ft SpedN Needs o(Um No"Iess April 19, 2010 Tom Pierce Office on Homelessness Department of Children and Families 1317 Winewood Blvd Building 3, Room 201 Tallahassee, Florida 32399.0700 Re: Request for HPRP Funds Dear Torn: Southernmost Homeless Assistance League Is recommending that Monroe County Social Services be selected to distribute a portion of the balance of funds that is available for the 2010 Allocalion of Homeless Prevention and Rapid Re -housing Program. This recommendation Is based on a publicly noticed and open meeting of the SHAL Executive Committee where the appropriate units of government were represented. Based on the performance of serving people at risk of homelessness over the past year with rental assistance, SHAL recommends that the Monroe County Social Services be allocated additional funds to meet this large need. Sincerely, We / wen�ci G�'oies y ,PhD Executive Director RalEtte Avael, Chair Jamie Pipher, Vice Chair Sheryl Graham, Secretary Doug Blomberg, Treasurer M Box 2990, Key West, FL 330W2990 ISb AGENCY 2010 REQUEST FOR FUNDS TO SHAL Agency Name: Monroe County Social Services IRS Employer identification Number: NJA_501(c)(3)?: YES NO Mailing Address Physical Location where Services Provided Street: 1100 Simonton Street, 2-257 1100 Simonton Street,1« Floor, Key West, FL City:Key West 490 W Street Ocean, Marathon, FL State: Florida 88820 Overseas Hwy, MM 88.8. Tavernier, Fl. Zip Code:33040 Executive Director's Name: Roman Gastesk County Administrator Phone Number. 305 292.4441Fax: 305.292.4544 Email [PRINT CLEARLY]: gostesl-roman@monroecounty--fl.gov -- Primary Project Contact: Sheryl Graham Phone Number. 305492.4510 Fax: 30549$4359_ Email [PRINT CLEARLY]: graham-sherylQmonroecountywfl.gov Agency Website: www.monroecounty-fl.gov _ Project Name: Homeless Prevention Funds Program Population Served in proposed project: COMA ONE Homeless Those at risk of homelessness Other. Currently. MOSS nmviri a carulrrne L-. Program Areas) to be Implemented In proposed project: cIRCLS Rental Assistance Utility Assistance Other Case Management Employment Sldlls List physical addresses In each of the 3 regions of the Keys where clients will receive services: 1100 Simonton Street, 18t Floor, Key West, FL (Lower Keys) 490 63" Street Ocean, Marathon, FL (Middle Keys) 88820 Overseas Hwy, MM 88.8. Tavernier, FL (Upper Keys) 15c Narrative Monroe County Social Services, the sub -grantee, for the Homeless Prevention and Rapid -Re -Housing Program grant was awarded a two year grant, effective September 30, 2009 through June 30, 2011. Monroe County was given an initial allocation of $257,007.00. First Year's estimated budget spending was $154,204.00 (60% of grant funds) and $102,803.00 (40% of grant funds) for the Second Year. Monroe County Social Services staff is located in three different areas of the Keys. This aliows for maximum participation by residents who are in need of assistance. Due to the high demand, request for assistance and success of the Homeless Prevention Program, Monroe County exceeded our First Year Budget Allocation. This resulted in an amendment to the Initial contract to reallocate $52,906.00 from the Second Year spending to be utilized in the First Year spending. The Original budget for direct client financial assistance was estimated at 60% percent of the budget. The reallocation of funds from the Second Year to the First Year results in an increase of 14% going to direct financial assistance. Monroe County Social Services has also been able to utilize other funding sources to provide case management and administration services which have resulted In a reduction of these original estimated spending amounts and allowing funding to be moved into direct client financial assistance. As of 3'd Quarter reporting, Monroe County Social Services has assisted 69 households with total expenditures of $141,698.01.Once the BOCC approves the budget revision of moving the $52,906.00, 22 additional households have been approved with total expenditures of $46.669.00 which would bring the GTD spending to $187,367.01. For the first six months of this grant, Monroe County has expended 72% in direct client financial assistance of the total allocation of $257.007.00. In addition to the above expenditures, we are still receiving applications. We currently have 34 applications on hold due to lack of funding. Based on the average number of months of rental assistance requested (2 months), estimated expenditures for these 34 applicants are approximately $70,930.00. After moving $52,906.00 to the First Year Budget, the Second Year Budget is only $45,297.39 for direct assistance. Even with the addition of the 2010 HPRP Allocation Pro Rate Need by Continuum of $25,303 for Monroe County, Social Services would only by able to assist current clients and the above pending clients. We would not be able to assist any new applicants. Our initial expectation was to assist approximately 125 households for the entire two years. Based on the above information, we have assisted approximately 125 households in the first six months of the First Year alone. 15d In summation, current GTD expenditures for Monroe County Social Services are $141,698.01 with an additional encumbered amount of $45,669.00 which brings total GTD expenditures in direct financial assistance at $187,367.01, This amount represents a total of 91 households served with an average amount per household of $2,059.00. For the first six months of this grant, an average of 15 households per month. (Please refer to attached spreadsheet and back up for additional clarification and information). Based on this information. Monroe County Social Services is requesting 2010 HPRP Pro Rata Need amount of $100,000.00 as opposed to the formula allocation of $25,303. The $100,000 allocation would allow us to prevent homelessness by providing an additional 48 households with rental assistance. Proposed drawdown schedule for 2010 HPRP rtgauest Monroe County Social Services request the following drawdown schedule for the Pro Rate Need by Continuum allocation of $100,000.00: First Quarter/Second Year Second Quarter/Second Year July 15, 2010 October 15, 2010 $25,000.00 Third Quarter/Second Year Fourth Quarter/Second Year January 15, 2011 April 15, 2010 $25,000.00 $25,000.00 $26,000.00 As requested, attached please find the following documents: a. Pro Rata NOW Budget Summary b. "Requested BudgeC c. 2009 Quarterly Performance Report for quarter ending 3/31/10. 15e MONROE COUNTY SOCIAL SERVICES HOMELESS PREVENTION AND RAPID RE -HOUSING GRANT REQUEST FOR RELEASE OF FUNDS SCHEDULE RELEASE DATE AMOUNT First Quarter/First Year October 15, 2009 $38,551.12 Second Quarter/First Year October 15, 2009 $38,551.12 Third Quarter/First Year January 15, 2010 $38,551.12 Fourth Quarter/First Year May 15, 2010 $91,456.64 First Quarter/Second Year July 15, 2010 $37,474.25 Second Quarter/Second Year October 15, 2010 $37,474.25 Third Quarter/Second Year January 15, 2011 $37,474.25 Fourth Quarter/Second Year April 15, 2011 $37,474.25 Completed by Kim Wilkes Sr. Grants Coordinator 7/27/ 10 revised 15f Homeless Prevention Funds Budget Summary Page "revised 7129/10 for additional $100,000 allocation Agency: Monroe County Board of County Commissioners Total grant allocation=$357,007.00 DIRECT CLIENT ASSISTANCE AND ADMINISTRATIVE EXPENSE DETAIL Year One bud et 711109-6✓30110 = 207,110.00 LINE ITEMS TOTAL MCSS LIHEAP f Monroe County EXPENSE 8 othergrants lGeneral Revenue A. Financial Assistance -direct client assistance 2,137,118.35 190,413.79 1,406,704.56 540,000.00 (includes rental assistance and utility payments) B. Case Management 8 Employment Skills 8,582.20 8,582.00 0 0 part time Case Manager (new hire) ( salary only) C. Data collection and evaluation (HMIS entry) 8,000.00 8,000.00 0 Sub contractor (SHAL) 0 D. Adminstrative Cost 114.21 114.21 0 0 ;includes office supplies, operating supplies, advertising, *ental and leases -Xerox copier, postage) MTei e. DIRECT CLIENT ASSISTANCE AND ADMINISTRATIVE EXPENSE DETAIL Year TWn hudefoM/1/4/LR/9ni44i- , An ens nn LINE ITEMS TOTAL EXPENSE MCSS LIHEAP 3 other grants Monroe County General Revenue 540,000.00 A. Financial Assistance -direct client assistance (includes rental assistance ) 2,071,951.77 125,247.21 1,406,704.56 B. Case Management 8 Employment Skills 17,264.00 17,264.00 0 0 C. Data collection and evaluation (HMIS entry) 4,000.00 4,000.00 0 0 D. Adminstrative Cost (includes office supplies, operating supplies, advertising, rental and leases -Xerox copier, postage) 3,500.00 3,385.79 0 0 TOTALS: 2,096,715.77 hgggEl,=406,7=0456 �540,000,00 % spent of grant Total direct assistance - spending breakdown: $315,661.00 88.4201a case management- $25,846.00 7.24% data entry - $12,000.00 3.36% administration- $3,500.00 0.98% total $357,007.00 100.00% #KFZ28 8/11/20102:50 PM 15g OMB Approval Number: 2506-0180 (Expiration Date: 9/30/2009) E. Estimated Budget Summary HUD requires the grantee to complete the following table so that participants in the citizen participation process may see the grantee's preliminary estimated amounts for various HPRP activities. Enter the estimated budget amounts for each activity in the appropriate column and row. The grantee will be required to report actual amounts in subsequent reporting. Estimated Budget Summary Homelessness Prevention Rapid Re- housing Total Amount Budgeted al Assistance' F $ 315,661.00 $ n/a $ 315,661.00 Relocation and ation Services2l $ 25,846.00 $ n/a $ 25,846.00 vious two rows) $ $ n/a $341,507.00 Data Collection and Evaluation $ 12,000.00 Administration (up to 2.5%) $ 3500.00 Total HPRP Amount Budgeted4 $ 357,007.00 Financial assistance includes the following activities as detailed in the HPRP Notice: short-term rental assistance, medium -term rental assistance, security deposits, utility deposits, utility payments, moving cost assistance, and motel or hotel vouchers. 2Housing relocation and stabilization services include the following activities as detailed in the HPRP Notice: case management, outreach, housing search and placement, legal services, mediation, and credit repair. 3Data collection and evaluation includes costs associated with operating HUD -approved homeless management information systems for purposes of collecting unduplicated counts of homeless persons and analyzing patterns of use of HPRP funds. 4This amount must match the amount entered in the cell on the table in Section A titled "Amount Grantee is Requesting." HUD-40119 15h THE STATE OFFICE ON HOMELESSNESS REVISED ATTACHMENT C REQUEST FOR RELEASE OF FUNDS SCHEDULE HOMELESSNESS PREVENTION AND RAPID RE -HOUSING PROGRAM (HPRP) In accordance with the terms and conditions of the Homeless Prevention and Rapid -Re -Housing program (HPRP) Agreement the Grantee has been awarded the amount of $257,007.00 (2009) and $100.000.00 (2010) for a total of $357,007.00 and the Department shall release these funds in accordance with the following schedule, subject to the availability of funds: DRAW DATE AMOUNT First Year October 15, 2009 $77,102.24 January 15, 2010 $38,551.12 May 15, 2010 $91,456.64 Second Year July 15, 2010 $37,474.25 October 15, 2010 $37,474.25 January 15, 2011 $37,474.25 April 15, 2011 $37,474.25 2009 TOTAL $207,110.00 2010 TOTAL $149,897.00 GRAND TOTAL $357.007.00 For each payment request the Grantee shall prepare and submit a request for release of funds by activity on the Grantee's stationary. Revised 10101; 2010 19 KFZ28