AGREEMENT FOR COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM (3)
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AGREEMENT
This Funds Agreement is made and entered into this J.5~ day of (\~~ I 1 q9 (Q between
the City of Clearwater, hereinafter referred to as the City, and Partners in Self-Sufficiency, Inc.,
hereinafter referred to as the Agency.
WHEREAS, it has been determined to be highly desirable and socially responsible to provide
the Agency's services to those whose need for such services would not otherwise be met; and
WHEREAS, the City desires to help those in need of the foregoing by providing funding for the
aforementioned service; and
WHEREAS, the Agency provides its services and operates in the City;
NOW, THEREFORE, the parties agree as follows:
ARTICLE 1. TERM
The term of this agreement shall be for a period of approximately 12 months
commencing October 2, 1996 and continuing through the 30th day of September, 1997,
(the Te1711ination Date), unless earlier terminated under the terms of this agreement.
ARTICLE n. RESPONSillILITIES OF THE AGENCY
1. Services to be Provided. The Agency shall provide services 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 the term of this agreement.
3. Scheduled Reports of Agency Activities. The Agency sha1l 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 services as delineated by the Agency in the aforementioned
proposal. Funds existing and not used for this purpose at the end of the term of this
agreement shall be deemed excess to the intended purpose and sha1l be returned to the
City.
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5. Creation, Use and Maintenance of Financial Records.
a. Creation of Records. Agency shall create, maintain and make accessible to
authorized City representatives such financial and accounting records, books,
documents, policies, practices, and procedures 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 personnel.
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 provision 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, handicap, age, or
national origin.
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, handicap,age, or national origin.
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 evidence
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
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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 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. RESPONSIBILTIlES OF TIlE CITY
1. Grant of Funds. The City agrees to provide a total grant of Two Thousand Dollars
($2,000.00) 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 I 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 be terminated with 30
day 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.
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1. If to Agency, addressed to:
2. If to City, addressed to:
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(Type or print Agency address here.)
Grants Coordinator
Human Relations Department
P.O. Box 4748
Clearwater, FL 34618-4748
ARTICLE VII. EFFECfIVE DATE
The effective date of this agreement shall be as of the second day of October, 1996.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals this
a,s"'trayof ~-v,-'Dt^ , 1996.
Approved as to form and legal sufficiency:
Witnesses as to Agency:
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CITY OF CLEARWATER, FLORIDA
By: #.F-
City na r
Attest:
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Attest:
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J 210 JINO AVENUE
CLEARWATER, FLORIDA 34816
(813) 461.5777 (813) 461.3453
F.AX (813) 446-3462
r Partners In Self-Sufficiency
April 23, 1996
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Ms. Eleanor Breland
City of Clearwater
Human Relations Department
P.O. Box 4748
Clearwater, Florida 34618
Dear Ms. Breland:
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Attached is our application for City of Clearwater Social Services Program Grants.
Partners in Self-Sufficiency, Inc. understands that without a strong homeownership
program, our participants, and those of public housing, will have a difficult time becoming
homeowners.
We believe it is our job to teach, assist, and advocate for these clients with the many
excellent programs in our community who serve this particular client group.
Our intent is not to replicate what these groups are already doing, but to assist in their
efforts. I have attached a copy of our agreements with the Community Service Foundation
and The Homebuyers Club; they are both enthusiastic about joining efforts to make the
dream of homeowners hip a reality.
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Thank you for your consideration. Please call me at 461-3453 if you should have any
questions.
Sincerely,
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Sylvia Costello
Executive Director
Attachments
Clearwater's Family Self.Sufficiency Program
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CITY OW CLEARWATER
SOCIAL SIRVICIS GRAJrl'
PROJBCT APPLICATIOM FORK
Phone: (813) 462-6884 for assistance
Due:
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A. Applica~ioD IDforaa~ioD
Applicant:
(Sponsor/Developer)
Organization Name:
(If different) .
Address:
City; state; Zip'
Telephone Number:
Partners in Self~utfj:ciency. Ihc~
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210 Ewing A.venue
Clearwater, Florida 34616
461-3453 or 461-5777
Contact Person:
Sylvia Costello
Title:
Executive Director
Telephone Number:
Period for which funds
are being requested:
same as above
10-1-96 to 9-30-96
Signature k ,.,. C,J-r;.U.
Q.A~~ ~ r'::).,4~
Board of Directors Chairperson
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Date 4-23-96
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The City of Clearwater reserves the right to fund applicants at a
level lower than requested.
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C. AMOUNT OP PUHDIHG CURRENTLY aEguB8TBDI
(Not to exceed $10,000)
$2,000.
D. SPBCIPICALLY FOR WBA~ WILL THIS HONBY BB V88O.
(Line item budget for this amount)
Compnt:pr!
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BRID DESCRIPTIO. OF PROJBCT YOU WXSH TO P1JRI)' UTILIZING THXS
GRANT. Partners in Self-Sufficiency has joined with Clearwater
Housing Authority and the Family Investment Program to sponsor
Th~ ~~~~~~r9 {n Hcm~ownpr~hip prog~~m ~ wi" ~~9~ ~a~a0~
residents from PSS, Condon Gardens, Homer Villas, and Chesapeake
Villas to become homeowners. We have agreements with Community
Service Foundation and t:hp Hom~hlly~rc: r, nh ~o t.f""rlr w; fob
and assist them with this specific client group. Our first
meetinq is May 1st, thp r~~pnnc:~ T~,..,m ~OQ;~~~t~ ~a& beeR
enormous.
P. BRID DESCRIPTIO. OF YOUR OVBRALL ORGUIIATION.
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Partners in ~~lT-~l1rT;~;~n~y. In~_ ~~~i~~~ 1nw ~~~nm~ ~~m;';es,
specifically single parent families, to achieve economic
self-sufficiency within ~ivp (~) y~~rc: w~ p~,...~,ine thew with
afordable/safe housing (through our partnership with Clearwater
Housina Authority), onp-to~on~ ~~c:~ m~n~gomo~t to a~w;~t them to
meet their job training and/or educational goals to become
employed: speciRl prnqrRmming ~nn ~~+-;~';tie&. and an iut9n&ive
homeownership program. These various aspects of the program assis
our participRnt:s to no 1 ongpr n~,,"n 'J"""~rnmeI1~~' 8'lb&idi~&
Giving our families the tools for self-sufficiency assists them t
become partner~ in t:hp p~onomi~ ~rot.fth of our Qommunity, allowin~
them to give back what they have been given.
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G. NUKBD 01' CLIBllTS SaVBD BY THIS PROGRAM.
Approximately 300 clients
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PBRCBII'l'AG. OJ' '1''''. CLIIDITS WHO DB CITIIBlfS 01' CLBARWATBR.
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I. CURREN'l' OVERALL ORGANIIAl'IOJf BUDGET (PLEASB ATTACH).
$76,991.
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J. II' THIS IS START UP OR DTCKII1G HONBY, SPECI" DB DBl'ULS 1.,
WHICK AGDCY OR ORGAJfIIATIOJf WILL PROVIDB 1'BB HATCH, '1'HB
RBQUIRBMBftS UD DB U01JJf'1' 01' '1'BB HATCH.
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We ~r':'~I'P' 1"-1 n'1 to oth,Qr fl:lRaCr~ fo.rthgtial~ry ef ~
partt::imA ~;:)~p 'nu:'n=-~A'" tPiR~llaE ("'n'ln~y ... ~""a.""~ ~ra.T't-; n_.:r.j rt
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dollars) .
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It. 18 YOUR AGBHCY A RBGISTBRBD 501 (C) (3) NON-PRO!'I'1' AGDCY OR IJf
DB PROCESS OJ' BBCOJaIlG ()JfB.
Yes we are a registered SOl(c)(3).
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DOES YOUR !'ACILI'1'Y HAVB OR IS IT III 1'JIB PROCBSS OJ' ACgOIRXNG
THB APPROPRIA'1'B LICDSORB !'OR 1'D DBL:IVBRY 01' DB SBRVICB8
DESCRXBED III THIS APPLICATION.
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N/A
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1996-1997
Partner. In Self-Sufficiency
REVENUE:
810 - Donations
Corporate $13.500.
Other 8.591.
Sub-Total
820 - Clearwater CDOO
830 - Pin. Co. Social Action
Foundations
Pin. Co. Camm. Found. 5.000.
Gulf Coast Exe. Wornens 3,000
Sub-Total
850 - Interest Income
- Income from Reserves
Total Revenue
EXPENDITURES:
902 - ChDdcare
906 - Ed/Application Fees
908 - EdIT' esting Fees
910- EdlTuition/BooksJSupplies
914 - HousingMilitles & Telephone
920 - TransportationtGBus Tokens
924 - Medicallt)ental
926 - Miscellaneous
- Case Management
Sub-Total ClIent Services
984 - Salaries
986 - FICA
.982- Health Insurance
983 - Workers Compensation Insurance
954 - Office Expenses
. 955 - ComputerlPrinter Expenses
964 - Postage
970 - Travel
974 - DuesJFees
980 - TraininglSeminars
988 - Community Relations
976 - MisceUaneous
Sub-Total Ooeratina Exoenses
GRAND TOTAL
22,091.
35.000.
6,000.
8.000.
300.
5.600.
78..1.
3.000.
750.
750.
750.
2,000.
1,000.
300.
1,200.
12,750.
22,500.
41,460.
4,147.
2,934.
2.000.
500.
500.
600.
600.
300.
200.
1.200.
SO.
54,491.
76,991.
Adopted: March 23, 1996
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AGREEMENT
FOR THE BENEFIT OF LOW TO MODERATE INCOME RESIDENTS OF CLEARWATER
WORKING TOWARD THE GOAL OF HOME OWNERSHIP.
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THE PARTIES
PARTNERS IN SELF-SUFFICIENCY, INC, PII1DerS in Homeownership Proaram
and
THE HOMEBUYERS CLUB of Tampa Bay
GOAL
TO PROVIDE LOW TO MODERATE INCOME RESIDENTS OF CLEARWATER WITH THE MOST
COMPREHENSIVE HOUSING INFORMATION A V AILABLE THROUGH ONE-ON-ONE COUNSELING.' . .
LEADING TO DEVELOPMENT OF A HIGHLY PERSONALIZED "PLAN" WITH MEASURABLE GOALS
BASED ON EACH FAMILIES INDMDUAL RESOURCES AND PROBLEMS. AND TO PROVIDE REGULAR
PERSONAL AND TECHNICAL SUPPORT TO nmsE FAMILIES wmI MONITORING OF 1HEIR PROGREss. l
TO INCREASE THEIR OPPOR11JNITY FOR SUCCESS. ' I
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WHEREAS both organizations share a similar goal in assisting low and moderate income
buyers attain the dream of homeownership an~
WHEREAS Partners in Self-Sufficiency, Inc. has a,specific group of said residents who have' "
already identified this goal through their Partners in Homeownerbip Program with a monitored I
program resulting in .Escrow. money available for the downpayment, and
WHEREAS The HomeBuyers Club of Tampa Bay can provide the trainin& experience and
technical support to develop an individualized plan for each member,
BOTH PARTIES 'agree to the following in order to provide clients individuAH7'-ed services in the '."
most efficient manner possible
THE HOMEBUYERS CLUB agrees to 1- accept all referrals from the Partners in Se1f-
Sufficiency, Inc., Partners in Homeownership Program as club members. 2- provide staff and/or
trained volunteers to work on a plan development with each referred member family on an
individual basis. 3- provide on-going technical support and advice as needed to find solutions to
individual problems. 4- to provide access to club membership benefits such ~ free legal services,
access to credit reports, reduced fees, commissions, and costs of products provided by sponsoring
companies and institutions. ' ,
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THE PARTNERS IN SELF-SUFFICIENCY, PARTNERS IN HOMEOWNERSHIP
PROGRAM agrees to 1- provide staff' or volunteer counsellors who will participate in the plan
development as part of an on-going training process. 2- provide on-going monitoring of the plan
implementation. 3- provide a structure of on-going individual and group support to participating
families. 4- provide general over-site of the group and determine in further referrals to other
professionals (i.e. legal, credit, debt, education and training) are required.
Agreed to this ,p-/M da~,o:!~_ 7
The e yers CIU~
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artners in Self-Sufficiency
BOARD
OF
lRUSTEES
PRESIDEm'
Lee Regulskl
VICE PRESIDENT
Mary M. Vaughn
'mEASURER
D. Alan Rotz
) SECRETARY
Mac1..ane Norcross
lRUSTEES
r Hany B. Jamieson
! EmU C. Marquardt. Jr.
R Bruce McManus
Barbara Rosenblum
1 Walter H. Sanford
EXECUllVE DIRECfOR
Sam Evans
I COMPREHENSIVE
AFFORDABLE HOUSING
RESOURCE PROJECf
DlRECfOR
Charles D. Mann
ADMINISTRATIVE
ASSISTAm'
Flora Maclean
PROGRAMS
Central Housing
Assistance Service
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t _~ Spivey Memorial Apartments
Lisa l.upton.Goddard Apartments
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fair Housing Services
[ ,Affordable Housing Services
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~~:a~~::~~Rd:W616-3420 : · Cleazwater. Aorida 34616 · (813) 461-0618
LETTER OF AGREEMENT
April 3, 1996
Ms. Sylvia Costello
PARTNERS IN SBLF SUFFICIENCY
210 Ewing Avenue
Clearwater, Pl. 34616
Dear Ms. Costello,
This is to confirm our agreement regarding the
provision of services by Community Service Foundation
to your agency, Partners in Self-Sufficiency, Inc.
Partners 1n Bome Ownership Program.
Community Service Foundation has always been committed
to maintaining an am~le supply of safe, fair and
affordable housing w1thin our community and to educate
our low to moderate income families in the
opportunities and responsibilities of, as well as the
means of acquiring home ownership. It is therefore,
our ~leasure to network with Partners in Self
Suff1ciency by provide training programs for your
client group.
We look forward to working with you on this mutually
advantageous project.
A?%ls <;/k
Executive Director
Community Service Foundation
SEIler
"ME?
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Buy a HOME?
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1-1-
NEVER HAPPEN!"
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Sound like you?
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Well, Partners in Self Sufficiency, Clearwater Housing Authority and the
F~y Investment Center want to put that belief to rest!
PARTNERS IN HOME OWNERSHIP
First meeting
Wednesday, May 1st
Condon Gardens Community Room
6:00 p.m.
Child care and Pizza will be provided.
But-.. we need you to let us know that you are c:oming
(got to get enough pizza!)
Please call Carrol at 461-3453 to reserve your spot!
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It's time to learn about home ownership.
Y 00 CAN own a home!
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608 North Garden Avenue Clearwater, Aorida 34615
Phone: (813) 442-4155 FAX: 446-4911
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April 12, 1996
Ms. Sylvia Costello
Executive Director
Partners In Self-Sufficiency
210 Ewing Avenue
Clearwater, Florida 34616
Dear Ms. Costello:
This is to confirm our agreement regarding the services between the Clearwater
Neighborhood Housing Services ami the Partners in Self-Sufficiency, Inc. Partners in
Homeownership Program.
Our agency bas agreed to assist in providing information and services to your particular
client group regarding homeownership. The Clearwater Neighborhood Housing Services
program shares your concerns that low to moderate income fiunilies be given the
opportunities for affordable housing. It is a pleasure to network with your agency in this
project.
We look forward to working with you.
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April IS, 1996
I TAMPA BAyl
COMMUNITY DEVELOPMENT CORPORATION
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Lincoln Oaks Building, 1221 Turner St., Suite 202, Clearwater, Florid~l 34616
(813)442-7075 Fax (813) 446-8727
Sylvia Costello
Executive Director
Partners in Self-Sufficiency
210 Ewing Avenue
Clearwater, Fl34616
Dear Sylvia:
May I take this opportunity to confirm our continuing cooperation to assist your clients who
participate in Project Self-Sufficiency. Please continue to forward announcements of meetings
that involve your clients so Tampa Bay CDC may participate. This additional outreach
demonstrates your commitment to assist your clients achieve homeownership.
As you know, Tampa Bay CDC provides downpayment and closing cost assistance to those
eligible families who need our help to qualify for primary financing. Tampa Bay CDC has secured
the support of the Federal Home Loan Bank to assist those families who under SOO.4 of median
income. I anticipate that the CDC wiD be able to fulfill the dreams of many future homebuyers.
Thank you once again and I look to working with you in our efforts to promote affordable
housing for low income families.
Sincerely,
4,~
Gregory E. Schwartz
Executive Director