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AGREEMENT-FINDING-MAINTAINING AFFORDABLE HOMES TO THOSE WHO WOULD NOT OTHERWISE HAVE A MEANS TO FILL THIS NEED f I I AGREEMENT This Funds Agreement is made and entered into between the City of Clearwater, hereinafter referred to as the City, and Community Service Foundation, Inc. hereinafter referred to as the Agency. WHEREAS, it has been determined to be higWy desirable and socially responsible to provide assistance in finding and maintaining affordable homes to those who would not otherwise have a means to fill this need; and WHEREAS, the City desires to help those in need by providing funding for the above services; and WHEREAS, the Agency provides such services and operates in the City; NOW, THERFORE, the parties agree as follows: ARTICLE I. TERM The term of this agreement shall be for a period of 12 months commencing on the 18t day of October, 1998 and continuing through the 30th day of September, 1999 (the Termination Date) unless earlier terminated under the terms of this agreement. ARTICLE II. RESPONSmILITIES OF THE AGENCY 1. Services to be Provided: The Agency shall provide the above stated service in accordance with the proposal submitted by the Agency and approved by the City, which is incorporated herein by reference. 2. Area to be Served: Services rendered through this agreement shall be provided within the corporate limits of the City as it now exists and as its boundaries may be changed during he term of this agreement. 3. Scheduled Reports of Agency Activities: The Agency shall furnish the City Human Relations Department, Grants Coordinator, with an annual report of activities conducted under the provisions of this agreement within sixty days of the end of the Agency's fiscal year. Each report is to identify the number of clients served, the costs of such service, and commentary on the viability, effectiveness, and trends affecting the program. 4. Use and Disposition of Funds Received: Funds received by the Agency from the City shall be used to pay for the above services as further described in the grant proposal submitted by the Agency to the City. Funds existing and not used for this purpose at the end of this agreement term shall be deemed excess to the intended purpose and shall be returned to the City. ~ I' 0 ~. (' .'j D -;".. C" , ,../(.- '. u/ I I 5. Creation, Use, and Maintenance of Financial Records: a) Creation of Records: Agency shall create and maintain financial and accounting records, books, documents, policies, practices, procedures and any information necessary to reflect fully the financial activities of the Agency. Such records shall be available and accessible at all times for inspection, review, or audit by authorized City representatives. b) Use of Records: Agency shall produce such reports and analyses that may be required by the City and other duly authorized agencies to document the proper and prudent stewardship and use of the monies received through this agreement. c) Maintenance of Records: All records created hereby are to be retained and maintained for a period not less than five (5) years from the termination of this agreement. 6. Non-discrimination: Notwithstanding any other provisions ofthis agreement during the term of this agreement, the Agency for itself, agents and representatives, as part of the consideration for this agreement, does covenant and agree that: a) No Exclusion from Use: No person shall be excluded from participation in, denied the benefits of, or otherwise be subjected to discrimination in the operation of this program on the grounds of race, color, religion, sex, age, national origin, or disability. b) No Exclusion from Hire: In the management, operation, or provision of the program activities authorized and enabled by this agreement, no person shall be excluded from participation in or denied the benefits of or otherwise be subject to discrimination on the grounds of or otherwise be subjected to discrimination on the grounds of race, color, religion, sex, age, national origin, or disability. c) Inclusion in Subcontracts: The Agency agrees to include the requirement to adhere to Title VI and Title VII of the Civil Rights Act of 1964 in all approved sub-contracts. d) Breach of Nondiscrimination Covenants: In the event of conclusive evidenced of a breach of any of the above non-discrimination covenants, the City shall have the right to terminate this agreement. 7. Liability and Indemnification: The Agency shall act as an independent contractor and agrees to assume all risks of providing the program activities and services herein agreed and all liability therefore, and shall defend, indemnify, and hold harmless the City, its officers, agents, and employees from and against any and all claims of loss, liability, and damages of whatever nature, to persons and property, including, without limiting the generality of the foregoing, death of any person and loss of the use of any property, except claims arising from the negligence or willful misconduct of the City or City's agents or I I employees. This includes, but is not limited to matters arising out of or claimed to have been caused by or in any manner related to the Agency's activities or those of any approved or unapproved invitee, contractor, subcontractor, or other person approved, authorized, or permitted by the Agency in or about its premises whether or not based on negligence ARTICLE m. RESPONSffiILITIES OF THE CITY 1. Grant of Funds: The City agrees to provide a total grant of $ 4,225.00 to fund the program in accordance with this agreement. 2. Payments: The total amount requested will be paid by the City to the Agency within 30 days after execution of this agreement by the City and the Agency but no earlier than October 1 of the budget year for which the funds are authorized. ARTICLE IV. DISCLAIMER OF WARRANTIES This Agreement constitutes the entire Agreement of the parties on the subject hereof and may not be changed, modified, or discharged except by written Amendment duly executed by both parties. No representations or warranties by either party shall be binding unless expressed herein or in a duly executed Amendment hereof ARTICLE V. TERMINATION 1. For Cause: Failure to adhere to any of the provisions of this agreement in material respect shall constitute cause for termination. This agreement may by terminated with 30 days notice. 2. Disposition of Fund Monies: In the event of termination for any reason, monies made available to the Agency but not expended in accordance with this agreement shall be returned to the City. ARTICLE VI. NOTICE Any notice required or permitted to be given by the provisions of this agreement shall be conclusively deemed to have been received by a party hereto on the date it is hand-delivered to such party at the address indicated below (or at such other address as such party shall specify to the other party in writing), or if sent by registered or certified mail (postage prepaid), on the fifth (5th) business day after the day on which such notice is mailed and properly addressed. 1. If to City, addressed to Grants Coordinator, Human Relations Department, P.O Box 4748, Clearwater, FL 33758 2. If to Agency, addressed to Community Service Foundation, Inc., Jerry Spilatro, Executive Director, 925 Lakeview Road, Clearwater, FL 33756. I I ARTICLE VD. EFFECTIVE DATE The effective date of this agreement shall be as of the first day of October, 1998. .IN WITNESS WHEREOF, the parties hereto have set their hands and seals this ~ . 7 dayof Oc~ ,1998. City of Clearwater, Florida Countersigned: By l Michael Roberto, City Manager Attest: Approved as to form and legal sufficiency: ~ ~ John Carassas, Assistant City Attorney :~ . a E. Goudeau, City Cletk ,-'. - - /.--. . - '. Witnesses as to Agency: ~~.~~ O~q~ Attest: d:;y Il?, ~VL Sylvia M. Costello Donna I. Binsse CITY OF CLEARWATER, FLORIDA I I CITY OF CLEARWATER SOCLAL SERVICES GRANT PROJECT APPLICATION FORM Phone: (813) 562-4060 for assistance Due: May 4, 1998 A. Application Information Applicant: . ( Sponsor/Developer) .COMMUNITY SERVICE FOUNDATION, INC. Organization Name: (If different) same Address: 925 Lakeview Road City; State; Zip Clearwater, FL 33756 Telephone Number: (813) 461-0618 Contact Person: . Jerry Spila tro Title: Executive Director Telephone Number: (813) 461-0618 Period for which funds are being requested: October I, 1998 - September 30, 1999 P;r:-esident Board of Directors Chairperson Date ... NOTE: The City of Clearwater reserves the right to fund applicants at a level lower than requested. 2 I I B. Activity (Check One) .... Adult Crime Child Abuse Elderly Hunger Juvenile Crime Physical Illness Parenting Adolescents Substance Abuse Unsupervised Children Youth Development other (Describe Below) x Community Service Foundation is requesting $ 5,000 to provide financial assistance to approximately 50 low income City of Clearwater residents to help them with utility deposits for electric or water service when first movinq in to an affordable rental housing unit. The Clearwater Utility Deposit Financial Assistance Program has been' funded by Clearwater Social Service grants in past years, but was not funded in FY 1997-98. The assistance was sadly missed as we were unable to provide deposit assistance funding for many Clearwater resid~nts that truly needed our help. COMMUNITY SERVICE FOUNDATION HAS NOT REQUESTED FUNDING FROM THE CITY OF CLEARWATER CONSOLIDATED FUNDING PLAN TO PAY FOR THIS PROGRAM.,. 3 I I C. AMOUNT OF FUNDING CURRENTLY REQUESTED: (Not to exceed $ 10,000) $ 5,000 D. SPECIFICALLY FOR WHAT WILL THIS MONEY BE USED: (Line item budget for this amount) The entire amount will be used as direct financial aid to clients. The funds will provide financial assistance to low income City of clearw. ater families that require deposits up to $ 200 to have their . utilities connected when moving into affordable 'rental housing. Utility de~osit payments will be made directly to the util1ty company. / E. BRIEF DESCRIPTION OF PROJECT YOU WISH TO FUND UTILIZING THIS GRANT: Utility deposits of up to $ 200 are loaned to clients who meet our Clearwater Utilit~ Deposit Assistance Program guidelines. After sign1ng a loan agreement, CSF will $Uarantee payment, and utilities are turned on. With1n 30-45 days, CSF sends the deposit funds to Clearwater Utilities or Florida Power (Clearwater residents only) . The utility deposit funds will be loaned to the family with an affordable payment plan. Funds paid back into the revolving loan account would then be used to assist other families. Our research indicates that it often takes more than $ 1,000 for a family to move in to rental housing (1st months rent, security deposit, utility deposits). In many case lower income families cannot afford these cost without assistance. . F. BRIEF DESCRIPTION OF YOUR OVERALL ORGANIZATION: Community Service Foundation has been helping Pinellas Counties lower income families with affordable housing placement and related services since 1959. Our mission is to provide decent affordable housing, and related services to those who struggle to maintain a stable living environment for themselves and their families. We do this 1) by managing 74 affordable rental units, 2) placing families in affordable housing owned by others, 3) providing training on Getting a Mortgage, Family Budgeting, and Post Purchase ownership, 4) mediate in eviction and foreclosure,S) counsel clients on Fair Housing rights, 6) provide financial assistance for rent, mortgage, and utilities when funds are available. We have the capacity, staff, and financial resources to administer this on-going client assistance program. 4 I I G. NUMBER OF CLIENTS SERVED BY THIS PROGRAM: Approximately 50 low income Clearwater families, or based on a family size of three, 150 individuals. H. PERCENTAGE OF THESE CLIENTS WHO ARB CITIZENS OF CLEARWATER: 100 %' I . CORRRNT OVERALL ORGANIZATION BUDGET e PLEASE ATI'ACH) : $ 552,309 O~erating Budget 130,000 F~nancial Assistance to clients $ 682,309 TOTAL BUDGET J. IF THIS IS START UP OR MATCHING MONEY, SPECIFY TIm DETAILS ie: WHICH AGENCY OR ORGANIZATION WILL PROVIDE THE MATCH, THE REQUIREMENTS AND TIm AMOUNT OF THE MATCH: There are no direct matching funds for the Clearwater Utility Deposit Assistance Program, however, Community Service Foundation pays all the cost to administer the program. When loans are paid back, the funds can be used to assist another family. Utility Deposit Assistance funds are not available from any other sources to help City of Clearwater low income residents. K. IS YOUR AGENCY A REGISTERED 501 eC) 3 NON-PROFIT AGENCY OR IN TIm PROCESS OF BECOMING ONE: Community Service Foundation has been a registered 501 (c) 3 non-profit since 1959. L. DOES YOUR FACILITY HAVE OR IS IT IN TIm PROCESS OF ACQUIRING THE APPROPRIATE LICENSURE FOR THE DELIVERY OF TIm SERVICES DESCRIBED IN THIS APPLICATION: Community Service Foundation has all necessary licensure to provide these services. .,.,. 5 I I M. HAS YOUR ORGANIZATION RECEIVED OR IS IT EXPECTING TO RECEIVE FUNDING (~.tiJS'.niIS.K CASH OR IN-KIND CONTRIBUTIONS) FROM THE CITY OF CLEARWATER DURING THE FISCAL YEAR FROM OCTOBER 1, 1997 THROUGH SEPTEMBER 30, 1998? YES -1L IF YES, PLEASE EXPLAIN: NO 1) Approved for $ 10,000 to provide Homeownership Training Programs. 2) Approved for $ 10,000 to provide Fair Housing Program. 3) Approved for $ 192,315 to build a Neighborhood Family Center in South Greenwood. 4) Approved for $ 192,825 to build (6) affordable housing rental units in South Greenwood. In 1998-99, Community Service Foundation will be requesting Consolidated City of Clearwater funding for: 1) $ 11,000 to provide Homeownership Training. 2) $ 11,000 to provide Fair Housing Program. 3) $ 100,000 to create (3) homeownership opportunities for low income City of Clearwater 1st time home buyers. 6 I I COMMUNITY SERVICE FOUNDATION, INC. PROPOSED OPERATING BUDGET BY PROGRftMS FY 98-99 ANNUAL BUDGET Revenues Expenses REVENUES Private Government $ 431309 121000 PROGRAM EXPENSES HOMEBUYER TRAINING (Mortgage/Budget/post Purchase) FAIR HOUSING, Affordable Housing Counseling, Eviction Prevention, Mortgage, Rent, and Utility Assistance AFFORDABLE RENTAL HOUSING Administrative/Fund Raising/ Community Relations $ 57628 97978 * 304428 91660 TOTAL REVENUES & EXPENSES $ 552309 $ 551694 * Does not include approximately $ 130,000 from Federal Emergency Management Agency, Florida Power Neighbor Energy Fund, Clearwater Utillties. Plnellas County. and Cleanwater Soclal Services which is given to clients for assistance ~th either mortgage, rent, utility. or utility deposit payments. I I COMMUNITY SERVICE FOUNDATION. INC. PROPOSED OPERATING BUDGETS FISCAL YEAR 98-99 - SUtt1AAY PAGE BY SOURCES OF REVENUES & EXPENSES REVENUES & EXPENSES FY 98-99 (Budget) REVENUES Contributions Misc. Private Funds Rental Properties Public (Government) $ 31. 500 75.900 323.909 121.000 TOTAL REVENUES EXPENSES ' Salaries & Benefits Other Administrative Rental Program Homebuyers Program Fund Raising Community Relations Rental Property Operations TOTAL EXPENSES TOTAL BUDGETED GAIN/LOSS $ 552.309 $ 229.347 54.504 2.100 2.000 5.500 5.000 253.243 $ 551.694 $ 615 Footnotes: A) ,The proposed budget does not i nc 1 ude the cash outlay shoul d we purchase any new properties. and does not include the expenses associated ~th building the new Family Center. and Foundation Oaks a six unit apartment complex adjacent Foundation Village. . B) The funds for any new property purchases ~ll come from CSF reserves. grants. and mortgages. The funds to build the Family Center and apartments ~ll come from grants and loans. C) Does not include approximately $ 130.000 from Federal Emergency Management Agency. Florida Power Neighbor Energy Fund. Clearwater Utilities. Plnellas County. and Clearwater Social Services which is given to clients for assistance ~th either mortgage. rent. utility. or utility deposit payments. Additional footnotes on following page. HIGHLIGHTS OF FY 98-99 tDGET In FY 1998-99: 1) I .. , We ~ll not have the revenues and expenses associated with (FVNF() Foundation Village Neighborhood Family Center. 2) We ~ll turnover 18 rental units to Pinellas County and lQsf the rent associated ~th those units. This year's budget calls for $ (40.917) less in rental revenue. 3) To make up for the lost rent from the County units. we ~ll Rurchase additional rental units, and start collecting rents. from construction of six new apartment units. 4) In addition. to off-set the loss of rents. we wi 11 need to rehabilitate and sell at least (2) houses for an expected profit of $ 15,000. 5) We will also need to increase corporate and individual fund raising. revenues from grant writing, and the golf tournament. . .1. .. I COMMUNITY SERVICE FOUNDATION. INC. PROPOSED OPERATING BUDGET FY 98-99 REVENUES Corporate Contributions Individual Contributions Board Members I FY 98-99 $ 16000 14500 1000 Subtotal Contributions Trust Income Interest & Dividends Fund Raising Events Pinellas Co. Camm. Fund Homebuyers Program (HFA) Homebuyers Program (FNMA) Private Grants "We Care" Program Income Miscellaneous Fee Income Sale of Rehab Properties s Subtotal Misc. Rental Property Income 1544-48 Myrtle. 1564-68 Scranton Foundation Village Foundation Oaks 1537 S. Myrtle 147 Ramona Circle County Units 828 Wyatt/1689 Tilley 1333-39 S. Michigan LWV Office $ 18000 600 16000 6000 1000 10000 6000 1300 2000 15000 Private Funds $ 42645 19880 143300 16920 16550 6994 31900 25944 19176 600 Subtotal Rental Properties TOTAL PRIVATE REVENUE Pinellas County CDBG Pinellas Co. Social Action Clearwater Consolidated Funding Largo CDBG St. Pete CDBG St. Pete Social Action $ 66000 6000 22000 15500 8500 3000 ..". TOTAL PUBLIC (GOVT.) TOTAL REVENUE Fil e: grtbud , $ 31500 $ 75900 $ 323909 $ 431309 $ 121000 $ 552309 CoIMuNITY SERVICE FOUNDATION. INC. I . - .:: PROPOSED OPERATING BUDGET FY 98-99 ADMINISTRATIVE/PROGRAMS FY 98-99 FUND RAISING/CR EXPENSES Salaries and Fringe: Salaries $ 193946 Peak Part-Time Wages 1000 FICA 14836 UC 1000 WC 1405 Health/Dental/Life 11857 Retirement 401-k 5303 Subtotal Salaries & Fringe $ 229347 Other Administrative: Professional Fees $ 10500 Payroll Service 3491 Office Supplies 6300 Office Equipment Lease 1660 Telephone 4120 Postage 2730 Office Mt~e Payments 8868 Office & rounds Maint. 5040 Insurance 2100 Ut il i ties 3025 Volunteer Appr./Entertainment 900 Employee Training 1100 Printing 600 Subscriptions 350 Dues 450 Travel 1700 Conferences 520 Advertising 550 Permits & Licenses 350 Bank Charges 150 Sub-total Other Adm. $ 54504 Misc. Program Expenses: Rental Properties (Cr Cks. Ev) $ 2100 Homebuyers Program . 2000 Fund Raising/Community Relations Gol f... Tournament 5500 Comm. Relations/Promotion 5000 Property Operations 253243 TOTAL OPERATING EXPENSES $ 551694