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Home My WebLink AboutORANGEWOOD CHILDREN'S FOUNDATION (3) - 2011 City of Santa Ana Clerk of the Council AGREEMENT TERMINATION FORM COTC Office Use Only Please complete this form when the attached agreement and all amendments (if any) are no longer in effect. Return form to the Clerk of the Council Office (M-30). Call 647-6520 if you have any questions. The agreement with t)vzwyJJ)czA CAId ,s ()1U1-0(-CLAWA' No. P �!N`b-. 1Oa Lai-v( 1 was completed on CI and final payment has been made. (List all amendments. Use space below if needed.) ii,c)/1 I `V— Z'3. -D Department: C 'I s JL � l Phone/Ext.: X 2.10 9-I Signature: Date: 'a\ \� v Revised 08-23-10 INSURANCE 40-'* NIL A-2010-123-01 WORK MAY at< i ; w)C Eb CLERK & ,SXJJNCIL AMENDMENT TO AGREEMENT UNDER c(1 DATE. THE WORKFORCE INVESTMENT ACT 4 r? THIS AMENDMENT, made and entered into this I" day of July, 2011, by and between the Orangewood Children's Foundation ("Contractor") and the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the State of California ("City"). 41, 9 RECITALS c A. The City and Contractor entered into that certain Agreement Under the Workforce Investment Act effective July 1, 2010 (Agreement #A-2010-123) hereinafter referred to as "said Agreement". i ? B. The parties hereto now desire to amend the Agreement by extending the Term and to revise the Budget attached to said Agreement. Relevant exhibits affected by these changes will also be amended. WHEREFORE, in consideration of the mutual and respective covenants and promises hereinafter contained and made, and subject to all of the terms and conditions of said Agreement as hereby amended, the parties hereto do hereby agree as follows: 1. Section III. "Time Period of Agreement" shall be amended through September 30, 2011, in accordance with said term which states: "The term of this Agreement may be extended by a writing executed by the Executive Director and the City Attorney". 2. Exhibit F to said Agreement is hereby replaced with the amended Exhibit F (Budget), attached hereto and incorporated herein by reference. The amount of City's Obligation remains as stated in said Agreement. 3. Except as hereinabove modified, the terms and conditions of said Agreement remain unchanged and in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this Amendment to said Agreement the date and year first above written. ATTEST: I'D Maria D. Huizar Clerk of the Council CITY OF SANTA ANA By: (. APPROVED AS TO FORM: Joseph Straka Interim City Attorney BY: t .? Lisa E. Storck Assistant. City Attorney CITY OF SANTA ANA COMMUNITY DEVELOPMENT AGENCY v Nancy T. Edwards Interim Executive Director JJJ Paul Walters Interim City Manager "CONTRACTOR" Orangewood Children's Foundation BY: Nam Title Chief Program Officer ?' t e: Robert Theemling 32. June 22, 2011 Ms. Julie Castro-Cardenas Santa Ana Workforce Investment Board 1000 E. Santa Ana Blvd., #200 Santa Ana, CA 92701 Dear Ms. Castro-Cardenas, As you know, the Orangewood Children's Foundation, Foster Youth Liaison Project was not funded by the City of Santa Ana WIB for PY 2011/2012. We are contracted and committed to provide 12 months of follow-up services for 26 PY 2010/2011 clients. Since we are not receiving new funds, we face financial challenges to support staff, supportive services, and incentives to serve clients during the follow-up year. Therefore, we would like request utilizing the remainder of this year's contracted funding amount to extend our contract period through September 30, 2011. A contract extension and availability of remaining funds to deliver quality services will support the following: • Availability of 4 staff at 20 hours per week • Job placement and/or enrollment in post-secondary education for up to 26 clients • Attainment of a diploma or credential for up to 26 clients • Distribution of incentives for those who meet performance measure goals • Distribution of supportive services to assist client with performance measure goals • Completion of 30-day and 60-day follow-ups and preparation for 1St quarter follow-ups for PY 2010/2011 clients • Completion of 4th quarter follow-ups for PY 2009/2010 clients • Completion of documentation in client files Revised copies of our entire budget and budget narrative are enclosed. A budget form indicating the funds that will be used during the extension period is also included. Please feel free to contact me anytime should you have questions. My phone number is (714) 619-0208 or you may contact me via email at rtheemlingC@orangewoodfoundation.org. It has been a privilege to partner with the Santa Ana WIB since 2006 assisting foster youth with workforce development. Although we are not a funded agency in PY 2011/2012, we hope we can be of continued assistance to the WIB and partnering agencies as a resource and referral source for foster youth clients. Thank you for your consideration of an extension of our PY 2010/2011 contract period. Sincerely, Robert B. Theemling Chief Program officer qmfwi ? P? - 2010 -1 ? Exhibit F ?? C7fZ1GQi7P?G ?d ?? 1575 EAST 17TH STREET, SANTA ANA, CA 92705 714 619-0200 www.orangewoodfoundation.org Tax ID #95-3616628 Budget (July 1, 2011 - September 30, 2011) All costs related to the program activities described in the proposal must be included on the Budget Form. A budge- narritive must be attached on a separate sheet of paper for all line items marked with an * astrisk. Administrative No more than 10% allowed. Program Total WIA Match/In-Kind Total Personnel Salaries* 1. FYLP Peer Mentors (4 at .50 FTE at $14.00/hr.) $14,560 $14,560 $14,560 2. FYLP Supervisor (.50 FTE) 3. Senior Accountant (.10 FTE) Use separate sheet if necessary. Benefits* 1. FYLP Supervisor (23%) 2. Senior Accountant (23%) Use separate sheet if necessary. Total Personnel $0 $14,560 $14,560 $14,560 Operating Expenses Rent or user fee* Utilities Phones Internet fees Parking fees Security Maintenance Insurance Equipment rental fees* Vehicle lease* Office expenses (consumables) Accounting Services Legal services Auditing services Indirect costs* Staff training Staff travel/mileage Participant Wages* Support services* $2,416 $2,416 $2,416 Participant Incentives* $4,800 $4,800 $4,800 Other (list)* Total Operating Expenses $0 $7,216 $7,216 $0 $7,216 GRAND TOTAL (Total Personnel + Total Operating Expenses) $0 $21,776 $21,776 $0 $21,776 See Budget Form instructions Note: Audit Requirements States, local governments and non-profit institutions who receive $500,000 or more in federal funds in a fiscal year shall meet the audit requirements of the OMB Circular A-133, "Audits of States, and Local Governments and Non- Profit Institutions." Exhibit F Attachment C BUDGET FORM All costs related to the program activities described in the proposal must be included on the Budget Form. A budge- narritive must be attached on a separate sheet of paper for all line items marked with an * astrisk. -vitro W.WQ1W14 i Administrative No more than 10% allowed. AMR Program Total WIA Match/In-Kind Total Salaries* 1. FYLP Peer Mentors (4 at.450 FTE at $14.00/hr.) $66,976 $66,976 $66,976 2. FYLP Supervisor (.50 FTE) $16,017 $16,017 $16,017 3. Senior Accountant (.10 FTE) $5,300 $4,710 $4,710 Use separate sheet if necessary. Benefits* 1. FYLP Supervisor (23%) $3,684 $3,684 $3,684 2. Senior Accountant (23%) $1,219 $1,083 $1,083 Use separate sheet if necessary. Total Personnel Rent or user fee* $6,,15519 $86,677 $92,470?y1 g };ice $9,000 $92,470 $9,000 Utilities $7,200 $3,600 $3,600 $7,200 Phones $4,800 $2,400 $2,400 $4,800 Internet fees $2,000 $1,000 $1,000 $2,000 Parkin fees Security Maintenance Insurance $6,000 $3,000 $3,000 $6,000 Equipment rental fees* Vehicle lease* Office expenses (consumables) $7,000 $3,500 $3,500 $7,000 Accounting Services -Legal services Auditing services $1,000 $500 $500 $1,000 Indirect costs* Staff training $1,300 $1,300 $1,300 Staff travel/mileage $275 $275 $275 Participant Wa es* Support services* $17,201 $17,201 $17,201 Participant Incentives* $7,143 $7,143 $7,143 Other (list)* Total .0 eratin Expenses { $0 `r1" .y 6 19 $53,919 Tl"yh>t _ L . $?40=596 Y $38,344 $ ?30,814 $24,575 5'7 $62,919 See budget Form instructions Note: Audit Requirements States, local governments and non-profit institutions who receive $500,000 or more in federal funds in a fiscal year shall meet the audit requirements of the OMB Circular A-133, "Audits of States, and Local Governments and Non- Profit Institutions." Exhibit F Budget Narrative (July 1, 2011 -September 30, 2011) PERSONNEL Salaries: List each individual position dedicated to this project. List title, percentage of full time equivalent (FTE) or the amount of time to be charged to this project. Benefits: List each individual position dedicated to this project. List title, percentage of full time equivalent (FTE) or the amount of time to be charged to this project. Key Staff and staffing level rationale The Foster Youth Liaison Project will staff 4 part-time Peer Mentors. The Peer Mentors will be currently enrolled in college level studies with a focus on Human Services and/or related fields. The Peer Mentors are also young adults who have emancipated from the foster care system and have successfully provided mentoring services through other Orangewood Children's Foundation programs. The use of part-time staff is critical to this project. The Foster Youth Liaison Project will provide a 6:1 participant to case manager (Peer Mentor) ratio as well as provide the Peer Mentors with valuable work experience and training. This project will also provide a Foster Youth Liaison Project Supervisor who will provide oversight on client progress and Peer Mentor performance and the Staff Accountant who will track program expenditures and provide overall finance support. The Supervisor and Staff Accountant's salaries and benefits will not be included in this revised budget for the contract extension period. The following is a description of the individual positions dedicated to this project: 4 Peer Mentors @ .50 FTE each (Peer Mentor positions are PT 20 hours per week) Peer Mentor hourly rate is $14.00 per hour. 4 Peer Mentors at .50 FTE equals .2 FTE at 1,040 hours is $14,560 for this extension period. We may reallocate funds to the line in case more Peer Mentor hours are needed to serve program participants and meet program objectives. 1 Supervisor.50 FTE 1 Staff Accountant at. 10 FTE OPERATING EXPENSES Rent or User Fee: Provide percent of office space that will be charged to this project. Describe how percentage was determined. N/A Equipment Rental Fee (equipment may not be purchased): List items that will be used for this project. Provide percent of rental fee that will be charged to this project. Describe how percentage was determined. N/A Vehicle Lease (vehicles may not be purchased): Provide list of vehicles dedicated for this project. Describe vehicle use and percentage of use that will be charged to this project. Describe Exhibit F how percentage was determined. Note: CONTRACTOR shall also obtain and maintain, during the effective period of this Agreement, broad form automobile liability coverage with a $1,000,000 minimum limit. N/A Indirect Cost: Provide indirect cost rate plan. N/A Participant Wages: Describe costs directly related to individual participants such as paid training and/or work experience. Include number of youth, hourly wage, benefits and bonuses. Include length of activity. N/A Support Services: Attach policies and procedures for supportive services. Policy must include spending limits. During this extension period, our program will dedicate resources to Supportive Services on an as needed, emergency resource to assist clients accomplish performance measure goals. We will attempt to utilize non-WIA resources prior to using WIA funds for Supportive Services. Participant Incentives: Indicate the type of payment, rate of payment and describe what youth must achieve to receive the incentive. The Foster Youth Liaison Project program model builds in incentives that help our youth achieve goals. In addition to the performance goals set forth by the grant, our program model has established additional activities that will assist youth in becoming empowered, self-reliant and productive adults within one year of their enrollment. Participants will have the opportunity to complete the following: Goal Incentive If Basic Skills Deficient, improve at least One $50 Gift Card Educational Level in Math and/or Reading by Exit. Retain or Enter Unsubsidized Employment after Exit $50 Gift Card and by the end of the 1st Quarter after Exit. $50 Bonus Gift Card will be provided if the job is identified as Green, High Demand, and/or STEM Retain or Enroll in Post-Secondary Education after $50 Gift Card Exit and by the end of the 1St Quarter after Exit. Complete a Diploma or Certificate after Enrollment $50 Gift Card and by the end of the 3rd Quarter after Exit. Stay connected with your Case Manager throughout $50 Gift Card the Program Year and Follow-Up Year by completing Exit, and all Follow-Ups. Complete My Action Plan Goals by Exit $100 Gift Card Upon successful completion of the above objectives, participants will be given a gift card valued at their listed amounts above. 26 participants may earn up to $400 dollars in gift cards Exhibit F each, which totals to a budgeted amount of $10,400. Gift cards will be from a WIA authorized list to ensure clients may purchase items that may directly benefit their ability to access employment, education, etc. The incentives amount included in this revised budget includes an estimated amount to be expended during the extension period. However, we are committed to total amount of up to $10,400 according to our contracted agreement through the end of our follow-up year. Other: This item may include fieldtrips and youth stipends. All items must be listed and include cost details. N/A Exhibit F