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PROVIDE SERVICES TO ELDERLY CITIZENS IN NEED (2) ~ ~ I I AGREEMENT This Funds Agreement is made and entered into between the City of CleaIWater, hereinafter referred to as the City, and Neighborly Senior Services, Inc. hereinafter referred to as the Agency. WHEREAS, it has been determined to be highly desirable and socially responsible to provide services to elderly citizens to those who would not otheIWise have a means to fill these needs; 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 1 st 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. RESPONSffiILITIES 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. /0- C/ ~ -() f (i) 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 of this 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. RESPONSmILITIES OF THE CITY 1. Grant of Funds: The City agrees to provide a total grant of $ 4,688.00 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.D Box 4748, Clearwater, FL 33758 2. If to Agency, addressed to Neighborly Senior Services, Inc., Lynn M. Dunn, Administrative Coordinator, 13650 Stoneybrook Drive, Clearwater, FL 33762. .' I I ARTICLE VII. EFFECTIVE DATE The effective date of this agreement shall be as ofthe first day of October, 1998. .IN WITNESS WHEREOF, the parties hereto have set their hands and seals this 7~ dayof Octo~ ,1998. City of Clearwater, Florida Countersigned: By~ Michael Roberto, City Manager Attest: Approved as to form and legal sufficiency: ~~ -= ". --- John Carassas, Assistant City Attorney .~' ..;;/'" w........ _ _ B. Witnesses as to Agency: resident / CEO ~redric Buchholtz *~ Attest: ! !f)rlfj rJ 11 ~jyog.- Mary Dedman ~~ Man lyn H ward .. ... '~~ - - .;., . - . - - -..: ---- ..... ,. -'" --- -.-< ~:.. ~-.~:,.>~T:~:: CITY OF CLEARWATER, FLORIDA .. . . - ...._-"'_... -- ".;.. I I City of Clearwater Social Services Grant Project Application Fonn Phone: (813) 562-4060 for assistance Due: May 4, 1998 A. Application Information Applicant ( Sponsor/Developer) Neighborly Senior Services, Inc. Organization Name: (If different) Same as Above Address: 13650 Stoneybrook Drive City; State; Zip: Clearwater, Florida 33762 Telephone Number: (813) 573-9444 Contact Person: Lynn M. Dunn Title: Administrative Coordinator Telephone Number Same as Above Period for whieh funds are being requested: Project Period 1998-99 Signature (See attached Board motion) Board of Directors Chairperson Date April 30, 1998 NOTE: The City of Clearwater reserves the right to fund applicants at a level lower than requested. ". I I c. Amount of Funding Currently Requested: (Not to exceed $10,000) u $5,000 to be used as matching funds. $1.00 of match generates $9.00 in services. D. Specifically for what will this money be used. (Line item budget for this amount) Please see attached Total Agency Budget. Neighborly Senior Services, Inc. receives funds from a variety of sources. The pri~ary sources of funding, Title III of the Older Americans Act and the Florida Community Care for the Elderly Act of 1976, require that NSS provide local matching funds on a 90%110% basis, i.e., for cvery nine dollars of federal or state funds received, NSS must raise one dollar of local matching funds. NS~ provided multiple services to Clearwater residents in 1997, therefore we request the financial support of your community to ensure the continuation of these vital services which are designed to meet the basic needs of your most vulnerable elderly and disabled residents. The number and percent of unduplicated clients in each NSS program who resided in Clearwater during the latest year for which data are available are indicated in columns (2) and (3) in the table below: (1 ) (2) (3) (4) (5) Total Number of Number of Unduplicat Total "Fair Share" ed Unduplicat Clients in Percent Amount of of ed of NSS Program Clients Clearwater Total Match Match Adult Day Care 433 85 19.63% $90,556 $17,777 Community Care . for the Elderly 2,348 391 16.65% $424,812 $70,742 Meals on Wheels 3,229 445 13.78% $82,570 $11,379 Group Dining 2,817 397 14.09% $149,161 $21,021 Neighborly Transportation 3,575 622 17.40% $183,828 $31,984 Palm Harbor Multi- purpose Senior Center* 1,412 13 0.92% $0 $0 Telephone Reassurance/ Companionship 301 28 9.30% $0 $0 Significant Others Support 336 30 8.93% $0 $0 Alzheimer's Disease Initiative Respite Care 149 27 1.8.12% $0 $0 Fair Share Total $152,903 Total Match $930,927 3.27% of total = Total Requested $5,000 ~ , I I G. Number of client" served by this program. 10,491 H. Percentage of these clients who are citizens of Clearwater. 19% or 2,038 clients. I I. Current overall organization budget (Please attach). See attached. J. If this is start up or matching money, specify the details, i.e. which agency or organization will provide the match, the requirements and the amount of the match. This ,is match money on a 1:9 basis for Older Americans Act Programs: Adult Day Care, Meals on Wheels, Group Dining, and Transportation. It also matches Aorida State Community Care for the Elderly Program on a 1:9 basis. Clearwater's fair share of match is $152,903 however NSS is requesting only 3.27% or $5,000. This amount generates $50,000 in revenue. K. Is your agency a registered SOl(c)(3) non-profit agency or in the process of becoming one? Yes, Neighborly Senior Services is a registered 501(c)(3) non-profit agency. L. Does your facility have or is it in the process of acquiring the appropriate licensure for the delivery of the services described in this application. Yes, all Neighborly Senior Services' facilities have the required licensure. 10 NEIGHDORL Y SENIOR SERVICES CLIENT STATlSITCS Project Period January 1, 1997 through December 31,1997 ...."...."...,.....,...........1 ADULT DAY CARE" CCE' I MEAL50N WHEELS OROUP DININO NTP- SENIOR CENTER me I ",J,.;):::,:::,::,:,:', """""",.J",w",,: Pen:.nt &x: F....... 289 66.74% 1.696 n.23'l1. 2165 67.05% ....10 144 33.26% 652 27.77'l'o 1064 32.95% ,::i;i2!:iGl:J~~:i[;.iI All!: o.s91 1.0 2.31% 682 14,52'l'. 0.00% - 6CH41 106 24,_ 916 1~51% 683 21.15% 75-&4 188 43,42'l'. 750 15.97'l'o 1316 40.76% 85. 129 29.79'l'. 2.348 SO.OO'l\ :;;; 38.09'l\ . 1938 69'l'. 2726 879 31% 850 iG~'Es~r 76% 24% ~ 909 64% :::al 251 50 "-'''9 1012 1095 661 1.74% 35.92'l'. 38,87'l'o 23.46% 332 B93 1345 'OOE 9.28% 24.97'l'o 37,61% 28.13'l<o 7 0.50% 300 21._ 1089 n,'2'l'. 13 O,~ :ii .....,...".,.. N55 OuI...ch Word of Moulh Olher Soc." Agoncle'i Mas. Medl.1 Medical R.r....,. Churdl R.f.mlla yo'un...... ........._~......_._....,.~t~.r!. :'_. . ..... "":','(J:DTAL,' 54 168 22 o 61 o o 128 433 12.47'l'o 38.8O'l'. 5.08% 0.00% 14.09'l\ 0.00% 0.00% 29.56% .;??I~;~ 517 1.072 253 22.02'l'. 45._ 10.76% 0.00'l'. 4.l>>'l'. 0.00'l'. 0.00% 17.46% Jil(I,\iCfii;? 80 1017 1911 9 204 9 9 10 "."'..,;::',?ti 1.86% 31.5O'l'. 59.16% 0.28'l'. 8.32% 0.28% 0.28% 0.31% )Q!l,OO'l4: 8.63% 57.47'l'o 21.09'l'. 1.60% 2.20% l.n% 0.85% 6.39% i\Xl;~i' '422 472 209 o 133 o o '339 ....,',.,",'. 357~::': 39.76% 13.2O'l'. 5.85% 0.00'l'. 3.72'l'. 0.00% 0.00% 37.45% .:!QIl,OO'lfl". o 903 2 504 o . o 3 o ,,:,:Ht~,. 0.00'l'. 63,95% 0.14% 35.69'l'. 0.00% 0.00% 0,21% 0.00% ;;1OQ.0Q1li0 22 141 86 15 32 o 1 4 30t 7.31% 46.84% 28.57'l'o 4._ 10,63'l1. 0.00% 0,33% 1.33'l'. tOQ.OO'llo 96 410 .::::..:.::.;>:.:'.:~:::'..,:._._. "'-': '.".",.:,:",,'.~,. -.....Ie Area: Bell..lr 0 0.00% I 0.04% 0 0.00% 3 0.11% 2 0.06% 0 0,00% 0 0.00% BeI'ealrBeach 0 0.00% 1 0.04% 0 0.00% 1 0.04% 8 0.23% 0 0,00% 1 0.33'l'. Bell...lr Blut,. 1 0.23% 3 0.13'l1. 0 0.00% 3 0.11% 3 0.()8'l(, 0 0.00% 1 0.33'l'. Bell..lr Shore 0 0.00% 0.00'l'. 0 0.00'l'. 0 0.00% I 0.03% 0 0.00% 0 O.CO'lI. CI..rwater 85 19.83'l1. 391 18.65% 445 13.78'l'. 397 14.09'l'. 622 17.54% 13 0.92% 28 9,JO'l(, Dun<<tln 31 7.18% 128 5.J7'llo 203 8.29% 217 7.70'll0 245 6.91% 83 5.88% '4 4.65% Gudport 2 0.46% 19 0.81% 79 2.45% 151 5.36% '4 0.39% 0 0.00% 5 1.66% Indian Roclla Beach. 0 0.00% 8 0,34% 0 0,00'l'. 1 0.04% 2 0.06% 0 0,00% 0 O.CO'lI. Ind"n Shor.. 1 0.23% 6 0.26% 0 O.CO'lI. 0 0.00% 0 0.00% 0 0.00% 0 0.00% Kenneth City 2 0.46% 13 0.55% 4 0.12'l'. 5 0.18% 10 0.28'l'. 0 0.00% 0 0.00% Largol 70 16.17'l'o 291 12.39'l'. 609 18.86% 204 7.24% 466 13.14% 0 0.00% 19 6.31'" Madel..- Beach , 0.23% 11 0.47% 12 0.37% 8 0.28% 3 0.()8'l(, 0 000% 3 1.00% North Redington Beach I 0 O.llO'l(, 3 0.13% 4 0.12% 2 0,07'l'o 0 O.CO'lI. 0 0,00% 0 0.00% Old8lT\lr 3 0.69% 19 0.81% 48 1.49... 14 0.50% 11 0,31% 14 0.99'" 3 1.00% Plnell.. Park 22 5.08% 149 8.35% 176 5.45'" 139 4.9J% 218 8.'5'" 0 0.00% 0 O.llO'l(, Redington B..eh 1 0.23'l\. 1 0.04% 8 0.25'" 1 0.04% 0 O.llO'l(, 0 0.00% 0 0.00'" Redington Shore. 0 0.00% 7 O.JO'l(, 14 0.43'" 2 0.07% 1 0.03% 0 0.00% 0 0.00% Salaty H.rbor 3 0.69'Y. 23 0._ 47 1.46% 50 1.77'l(, 56 1.5/l'l(, 9 0.84% 5 '.66% St. Petersburg 139 32.10% 998 42.5O'l(, 901 27.9()'l(, 1007 35.75% 1198 33.78'l'. 0 0.00'" '56 51.83'l'. St. P.,.raburg Beach 0 0.00% 18 0._ 90 2.79% 12 0.43% 11 0.31% 0 0.00% 2 0,66% S<<nlnol. 25 5.77'l(, n 3.26% 88 2.66% 119 4.22% 90 2.54'" 0 0.00'" 'J ~.32% South P...d..,.l 2 0.46% 14 0.60% 55 1.70... 19 0.67% 15 0.42% 0 0.00'" 2 0.66% Tarpon Spring.; 8 1.85% 70 2.98'!'. 129 4.00% 123 4.37'l'o 75 2.'2'" 68 4.82% 7 2.33'l'. Tr...urel."nd 4 0.92'l\. 6 0.26% 90 2.79'" 10 0.35'" 4 0.11% 0 0.00% 1 0.33% Unlnco<po<ated Area.' 33 7.62% 95 4.05% 229 7.09% 329 11.68'l'. 491 13.85'" 1225 86.76% " 13.62'l'o ...,....,',.:..,.:::::,::"'::::'16T...L.. ..... .. "<433,: """"""'ioo:OO'I<i':'" ,',',,'i}'\'i,m:"'" 'i':'{:1ooJn%'{,"',' """"":',,:3229'" """"""fOO.lIl:y"i""" ' :'{28f1" ',.,.,':':""::'jji):i6'!:l/',.....,. ..... 3S48""".,. "': 100,00%,:{::::"""",. ''1.,2: ... l00.OO'l'. :!O1'" """"100,00%",,"" f NTP lolals :bn'l match because 3) were oul 01 counrv. I I I I I I I PACE I 1.99% 10.3O'l(, 66.78'l'. 2O.93'l<o 50S I ',:;",.""""",:l3B '.' ..:e':....:: Muritw ........ !p~~~t'.. 220 1161 :'.3:lll' ~35i '1 ':/,3:lll ... : I, 8' i ":"':"3:16 . iI '.. Aor .,:J,:e;;:,:')~;""" Numb.. Pen:.nt 65% 35... 100'll0'" 1~~1 100'll0'" 19: 7J! 2UI 30 5,65'" 21.73'l1. 63.69'% 8.93'l1 1591 681 331 51 45, '21 21 12, 3:16 I 47.32% 20.24% 9.1l2'llo 1.49% ,3.39'l'. 3.57'l\. 0.60% 3.57% :'.'oO..~":" .... , ..., .. , 3, , 0' 01 301 2' 81 " 01 5, 331 01 0' 0' '2 0, O. 01 101 i 0: 23; 2: 33 0,89% 0.30% 0.00% 0.00% 8.9J'l(, 0.60% 2.J8'l(, 0.30% 0.00% 1.49'% 9.8Z'Y. 0.00% 000% 0.00"," 3.57% 0.00% 0,00'" 0.00% 3O.Q6'l(, 0.00'" 6,85'" 0.60% 9.82% O,JO'l(, 2.c.l1% '100.00% 4 90 29 o 5 o o 21 'U9" o o o o 27 4 1 1 4 1 '6 o 1 J 6 o 2 1 50 o 11 o 6 1 14 ......."'.:f49:' 95 64'" 54 ]6% .".149.":"" 100% .,~~.........................,~: 'r49 """. '':''jOO% 5 3.36'" 33 22.15% 63 42.28'Y. 4.! 32.2'''' 2.68'" 8O.4()'l(, 19._ OJ))'!'. 3.36% O.OO'!'. 0.00% 14.09'l'. "".:'jOOJ,!)'llo O.CO'lI. 0.00% 0.00% 0.00'" '8.12'1<. 2._ 0.67'" 0.67% 2.68% 0.67% 10.14'" 0.00% 0.6'" _ 2.0'''' 4.0J% 0.00% 1.34% 0.67% 33.56'l\. O.CO'lI. 7.38". 0.00% 4.0J'" 0.67% 9.oIQ% "'100.00.:;