PROVIDE SERVICES TO ELDERLY CITIZENS IN NEED (3)
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AGREEMENT
This Funds Agreement is made and entered into between the City of Clearwater, 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 otherwise 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;
NO\V, 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, 1999 and continuing through the 30th day of September, 2000 (the Termination Date)
unless earlier terminated under the terms of this agreement.
ARTICLE II. RESPONSIBILITIES 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 :lnd 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.
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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 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
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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 III. RESPONSIBILITIES OF THE CITY
1. Grant of Funds: The City agrees to provide a total grant of $3,474.00 to fund the
program in accordance with this agreement and subject to City Commission budget
approval.
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. DISCLAIl\'IER 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 as determined by
the City shall constitute cause for termination. This agreement may by terminated with 5
days notice without any further obligation by City.
2. Disposition of Fund Monies: In the event oftermination 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 Judy Powers
Neighborly Senior Services. Inc.
2. If to Agency, addressed to 13650 Stoneybrook Dr.
Cleanvater. FL 33762
ARTICLE VII. EFFECTIVE DATE
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The effective date of this agreement shall be as of the first day of October, 1999.
ARTICLE VIII. CONTINGENCY
This agreement is contingent upon inclusion by the City Commission of funding for the Social
Services Grants Program in the City of Clearwater Fiscal Year 1999/2000 Operating Budget.
.IN WITNESS WHEREOF, the parties hereto have set their hands and seals this
~ ( c..
;:)q . day of (l)c~ ,1999.
City of Clearwater, Florida
Countersigned:
CITY OF LEARWATER, FLORIDA
By:
Michael Roberto, City Manager
Approved as to form:
Attest:
Witnesses as to Agency:
BYt~
President
~H ~it#, #&if
Attest:
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CITY OF CLEARWATER
SOCIAL SERVICES GRANT
PROJECT APPLICATION FORM
Phone:
(727) 562-4060 for assistance
Due: June 7, 1999
A. Application Information
Neighborly Senior Services, Inc.
Applicant:
(Sponsor/Developer)
organization Name:
(If different)
Address:
13650 Stoneybrook Drive
City; State; Zip
Clearwater, FL 33762
Telephone Number:
.727-573-9444
- -,
Contact Person:
Judy Powers
Title:
Director of Internal Operations
Telephone Number:
Period for which funds
are being requested:
727-497-0222 X27.9.
Project Period 1999 - 2000
Signature
,
'(see attached Board Motion)
Board of Directors Chairperson
Fredr i-c
Date
6/2/99
NOTE:
The City of Clearwater reserves the right to fund applicants at a
level lower than requested.
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B. Activity (Check One)
Adult Crime
Child Abuse
Elderly
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Hunger
Juvenile Crime
Physical Illness
Parenting
Adolescents
Substance Abuse
Unsupervised
Children
Youth Development
Other
(Describe Below)
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C. AMOUNT OF FUNDING CURRENTLY REQUESTED:
(Not to exceed $10,000)
$5,766 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)
,
E. BRIEF DESCRIPTION OF PROJECT YOU WISH TO FUND UTILIZING THIS
GRANT.
Services provided include Adult Dav Care, Meals on Wheels, Group
Dining, Transportation, and Community Care for the Elderly
composed of 16 in-home services including; Homemaker, Personal Care,
Caregiver Relief, Home Health Aide, Occupational/Physical and Speech
Therapy, Mental Health Counseling, Home Nursing, Emergency Alert
Response and Chore Services.
F. BRIEF DESCRIPTION OF YOUR OVERALL ORGANIZATION.
(Please see attached)
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(1 ) (2) (3) (4) (5)
Total Number of
Number of Unduplicated Total "Fair Share"
Unduplicated Clients in Percent of Amount of of
NSS Program Clients Clearwater Total Match Match
Adult Day Care 355 59 16.62% $80,272 $13,341
Community Care
for the Elderlv 1.987 324 16.31 % $362,213 $59,062
Meals on Wheels 3,648 463 12.69% $80,850 $10,261
Group Dining 2,404 343 14.27% $149,161 $21,282
Neighborly
Transportation 2,794 821 29.38% $182,392 $53,595
Palm Harbor Multi-
I purpose Senior Center* 1,551 44 2.84% $0 $0
Telephone Reassurance/
Companionship 344 33 9.59% $0 $0
Significant Others
Support 376 34 9.04% $0 $0
Alzheimer's Disease
Initiative Respite Care 130 19 14.62% $0 $0
Total Match $854,888
3.66% of total=
Total Requested $5,766
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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 primary
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 malching funds on a
90%/10% basis, i.e., for every nine dollars of federal or state funds received. NSS must
raise one dollar of local matching funds.
NSS provided multiple services to Clearwater residents in 1998, 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 attached:
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F. Brief description of your overall organization.
Neighborly Senior Services, Inc. (NSS) is a private not-for-profit agency chartered in .
1966 under the laws of the State of Rorida and is tax exempt under Section 501@(3) of
the Internal Revenue Code. After conducting a needs assessment of the elderly in 1967,
NSS began delivering its first services to Pinellas County Seniors in 1968 through it
Meals on Wheels and Adult Day Care Programs; followed by Group Dining in 1973 and
Transportation in 1977. Now, NSS provides a system of care which not only includes
these early services, but Community Care for the Elderly and a host of other supportive
services as well.
NSS currently has 15 separate programs and provides more than 37 services through its
service delivery system cons is sting primarily of 27 group dining sites, 122 meal on
wheels routes, five adult day care center, 48 vehicles providing transportation services
daily, and 17 in-home services in the Community Care for the Elderly Program. These
programs and 382 dedicated staff are augmented by 3000 volunteers, most notably the
1799 volunteers in the Meals on Wheels Program. NSS currently serves 13, 589 low
income seniors per year in Pinellas County. NSS is the only agency that provides these
services to this target population. NSS has written coordination agreements with 157
other agencies to which referrals are routinely made, and a number of agencies provide
services at sites and centers. NSS programs in this application address the following 1992
I-COPE need areas.
Community Care for the Elderly
Priority I - Frail and Impaired elderly
Priority I - Hunger and Poor Nutrition
Priority 1- Physical Illness
Transoortation
Priority I - Frail and Impaired elderly
Priority I - Hunger and Poor Nutrition
Priority 1- Physical Illness
Adult Day Care
Priority I - Frail and Impaired elderly
Priority I.;.. Hunger and Poor Nutrition
Priority 1- Physical Illness
Priority I - Substance Abuse
Meals and More
Priority I - Frail and Impaired elderly
Priority 1- Hunger and Poor Nutrition
Priority I - Poverty
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G.
G.
NUMBER OF CLIENTS SERVED BY THIS PROGRAM.
13,589
H. PERCENTAGE OF THESE CLIENTS WHO ARE CITIZENS OF CLEARWATER.
16% or 2,140 clients
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 Amer;can8 Art Programs:
Adult Day Care, Meals on Wheels. Grouv Dinin~r and Tran8portRtion.
It also matches Florida State Community Care for F.lrlpr1y Program on
a 1:9 basis. Clearwater's fair share of match is $157,541, however
NSS is requesting only 3.66% or $5,766. This amount generates $57,660
in revenue.
K. IS YOUR AGENCY A REGISTERED 501 (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
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Neighborly Senior Services. Inc.
Account Descr
Federal Funds
State Funds-ADI
State Funds-liCE
State Funds
State Funds - TO
UMPTA Funds
USDA
Local Cash Match
Local Cash Match - TO
Medicaid
Medicare
Program Income ICo Pay
Service for a Fee Abilities AL W
Work Family Elder INCMP
Fee for Service
Sr Companion Services
City of ...
County..
United Way
Contributions
Interest
Inter Agency Revenue
Volunteer IK Match
Bldg Space IK
Emer Alert IK Match
I!:qulplSupplies IK Match
Total Revenue
SALARIES
FRINGE BENEFITS
TOTAL PERSONNEL
TRAVEL
BUILDING SPACE
COMMUNICA nONS
PRINTING & SUPPLIES
OTHER
SUB CONTRACTS
TOTAL ALLOW ABLE
REALLOCATED GENERAL ADMIN
REALLOCATED SPACE COSTS
REALLOCATED SUPPORT COSTS
REALLOCATED MIS COSTS
DEPARTMENT ADMIN TO SVC
TOTAL ALLOW ABLE COST BY SRV
TOTAL IN-KIND VALUATION
TOTAL COSTS PLUS IN-KIND BY SVC
NET INCOME
I 1999 Budget
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1999 Total
Budget
2,298.708
539,807
93.229
3,991,798
350.448
236.000
313,665
15,570
58,408
2,894,271
662,625
760,733
412,040
8.800
548,874
11,440
64,356
41,236
464.616
770,031
180,859
391,683
62,978
31,716
6,255
15,210,146
7,009,987
1,680,924
11,6911,911
260,605
73,934
323,243
317,209
1,504,722
3,137,789
14,308,413
14,308,413
492,632
14.809,820
400,418
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M. HAS YOUR ORGANIZATION RECEIVED OR IS IT EXPECTING TO RECEIVE
FUNDING (WHETHER CASH OR IN-KIND CONTRIBUTIONS) FROM THE CITY
OF CLEARWATER DURING THE FISCAL YEAR FROM OCTOBER 1, 1999
THROUGH SEPTEMBER 30, 20001
YES
NO XX
IF YES, PLEASE EXPLAIN:
Only what is currently being requested.
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Excerpt from
Neighborly Senior Services, Inc.
13650 Stoneybrook Drive
Clearwater, Florida 34622
BOARD OF DIRECTORS
MINUTES
February 22, 1999
OFFICIAL MOTION RE
ANNUAL GENERAL REVENUE
FUNDING REQUESTS
1999-2000
It was moved by Mr. Blume and
seconded by Mr. Snyder to authorize
the President/CEO to submit the
funding requests and to negotiate
and sign the resultant contracts.
Motion carried.