HomeMy WebLinkAbout25D - AGMT - SENIOR MEALS PROGRAMCITY COUNCIL MEETING DATE:
JUNE 2, 2015
TITLE:
AGREEMENT WITH COMMUNITY
SENIORSERV INC. FOR THE FISCAL YEAR
2015 -2016 SENIOR MEALS PROGRAM
{STRATEGIC PLAN NO. 5,6E)
CITY MANAGE
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1" Reading
❑ Ordinance on 2"' Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute an agreement with Community
SeniorServ, Inc. for the 2015 -2016 Senior Meals Program in the amount of $77,398 for a one
year term to end on June 30, 2016, subject to non - substantive changes approved by the City
Manager and City Attorney.
DISCUSSION
In April 2015, the Parks, Recreation and Community Services Agency (PRCSA) was allocated
Community Development Block Grant (CDBG) funding to support Senior Meals Programs.
PRCSA, which manages and coordinates a variety of programs and activities for seniors, will
utilize the allocation of CDBG funds to enter into an agreement with Community SeniorServ, Inc.
to continue to provide the two programs, described below, in Santa Ana for the fiscal year 2015-
2016.
The Meals on Wheels program prepares and delivers three meals daily directly to the homes of
homebound, frail, and socially isolated seniors in the City. A registered dietician plans the meals
to assure 100% of the U. S. Nutritional Recommended Daily Allowance - consisting of breakfast,
a cold lunch, and a frozen dinner. In addition to meals, clients benefit from daily contact with
delivery staff as well as the calls and /or visits from case workers who regularly check on their
well- being.
The Senior Lunch Program will be offered at three sites in Santa Ana (Santa Ana Senior Center,
Southwest Senior Center, and Vietnamese Community Center) to help alleviate poor nutrition
among the elderly population, especially prevalent among those who live alone and /or on a
limited income. This nutrition program seeks to enhance the physical and mental well -being of
the elderly population by:
25D -1
Agreement with Community SeniorServ, Inc.
June 2, 2015
Page 2
Encouraging a sense of dignity;
Providing stimulating activities and volunteer opportunities; and
Augmenting participants' financial resources by providing donation -based meals.
The Senior Lunch Program meals are also planned and certified by a dietician to meet one third
of each person's daily nutritional needs based on Food and Drug Administration (FDA)
guidelines.
STRATEGIC PLAN ALIGNMENT
Approval of this item allows the City to meet Goal #5 Community Health, Livability, Engagement &
Sustainability, Objective #6 (Focus projects and programs on improving the health and wellness of
all residents), Strategy E (Expand Senior Center programming to provide greater enrichment and
explore activities in art, culture and health).
FISCAL IMPACT
Funds will be budgeted in the Community Development Block Grant account (no. 13518783
69135) for the following fiscal year: FY 2015 -2016 - $77,398.
Gerardo Mouet, -
Executive Director
Parks, Recreation
Services Agency
Community
v1&q4J,tX
KdTly Re ers
Executive Director
Community Development Agency
EXHIBIT: Agreement
APPROVED AS TO FUNDS AND ACCOUNT:
Francisco Gutierrez,
Executive Director
Finance and Management Services Agency
25D -2
AGREEMENT BETWEEN THE CITY OF SANTA ANA AND
COMMUNITY SENIORSERV, INC. FOR USE OF
COMMUNITY DEVELOPMENT BLOCI{ GRANT FUNDS
This Agreement is hereby made and entered into this 2 "a day of June 2015, by and between
the City of Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California ( "CITY ") and Community SeniorServ, Inc., a
California nonprofit corporation ( "SUBRECIPIENT "),
RECITALS
A. The CITY, as an entitlement recipient and grantee of the United States Department of
Housing and Urban Development ( "HUD ") Community Development Block Grant
( "CDBG ") Entitlement Program, Catalog of Federal Domestic Assistance (CFDA) Number
14,218, desires to enter this Agreement with the SUBRECIPIENT for the expenditure of
CDBG funds in accordance with Title 24, Part 570 of Code of Federal Regulations 24 CFR
570.000, et seq. ("CDBG REGS ").
B. CITY has applied for and received CDBG funds from HUD pursuant to Title I of the
Housing and Community Development Act of 1974, Public Law 93 -383, as amended
( "ACT "),
C. The SUBRECIPIENT is a private nonprofit corporation that has been selected by the CITY
to receive CDBG fiends and administer such financial assistance; and to provide the services
described in Exhibit A, in accordance with the schedule of performance included therein,
hereinafter referred to as "said program ". SUBRECIPIENT represents that it is qualified
and willing to operate said program and certifies that the activities carried out with funds
provided under this Agreement will meet. one or more of the CDBG program's National
Objectives (24 CFR Part 570.208).
D. SUBRECIPIENT agrees that it will adhere to the performance measurements and
outcomes as indicated on Exhibit A. Failure to follow the measurements and meet the
stated outcomes may constitute breach of contract that could result in termination of this
Agreement or serve as reason for the City to recapture the grant fiords awarded to
SUBRECIPIENT pursuant to this Agreement.
WHEREFORE, it is agreed by and between the parties that the foregoing Recitals are a,
substantive part of tivs Agreement and the following terms and conditions are approved and
together with all exhibits and attachments hereto, shall constitute the entire Agreement between the
CITY and SUBRECWIENT:
I. SUBRECIPIENT'S OBLIGATIONS
A. Nonprofit Status - Representations and Warranties.
25D -3
(a) Authority. SUBRECIPIENT is a duly organized and existing nonprofit
corporation in good standing and authorized to do business under the laws of the State of
California. SUBRECIPIENT has full right, power and lawful authority to accept the funding
hereunder and to undertake all obligations as provided herein and the execution, performance
and delivery of this Agreement by SUBRECIPIENT has been fully authorized by all requisite
actions on the part of SUBRECIPIENT.
(b) Experience. SUBRECIPIENT is a qualified provider of the services to be
provided hereunder.
(c) Familiarity With Services Required. By executing this Agreement,
SUBRECIPIENT warrants that (i) it has thoroughly investigated and considered the services to
be performed and provided hereunder, (ii) it has carefully considered how the services should be
performed, and (iii) it fully understands the facilities, difficulties and restrictions attending
performance of the services under this Agreement,
(d) No Conflict. To the best of SUBRECIPIENT'S knowledge,
SUBRECIPIENT'S execution, delivery and performance of its obligations under this Agreement
will not constitute a default or a breach under any contract, agreement or order to which
SUBRECIPIENT is a party or by which it is bound.
(e) No Banlcruptcy. SUBRECIPIENT is not the subject of any current or
threatened bankruptcy proceeding.
(f) No Pending Legal Proceedings. SUBRECIPIENT is not the subject of a
current or threatened litigation that would or may materially affect SUBRECIPIENT'S
performance under this Agreement.
(g) Application Veracity. All provisions of and information provided in
SUBRECIPIENT'S application for funding submitted to CITY including any exhibits are true
and correct in all material respects,
(h) No Pending Investigation. SUBRECIPIENT is not aware that it is the
subject of any current or threatened criminal or civil action investigation by any public agency,
including without limitation a police agency or prosecuting authority, that would relate to affect
performance of the Agreement or provision of services hereunder.
B. Amount of Grant /Tern and Quarterly Disbursement. The amount granted
to SUBRECIPIENT is S eventy -Seven Thousand Three Hrmdred and Ninety Eight Dollars
$77,398.00 ( "CDBG FUNDS "), and such funds shall be expended by SUBRECIPIENT on or
before June 30, 2016. The Term of this Agreement may be extended by a writing executed by
the City Manager or his or her designee and the City Attorney. The CDBG FUNDS shall be
disbursed by CITY to SUBRECIPIENT on a quarterly basis subject to and upon receipt and
approval of a complete quarterly activity report from SUBRECIPIENT, with the final payment
subject to the satisfaction of the condition precedent of submittal of complete reporting
information due on or before July 15 of the applicable funding year, as hereinafter more fully set
forth. SUBRECIPIENT shall be obligated to perform such duties as would normally extend
2
25D -4
beyond the term, including but not limited to obligations with respect to indemnification, audits,
reporting, data retention/reporting, and accounting, Failure to provide any of the required
documentation and reporting will cause CITY to withhold all or a portion of a request for
reimbursement, or return the entire reimbursement package to SUBRECIPIENT, until such
documentation and reporting has been received and approved by CITY.
The CITY reserves the right to reduce the grant application if the CITY's fiscal
monitoring indicates that SUBRECIPIENT's rate of expenditure will result in unspent funds at
the end of the program year. Amendments in the grant allocation will be made after consultation
with SUBRECIPIENT.
C. Usc of Fiords, SUBRECIPIENT agrees to use all federal funds provided by CITY to
SUBRECIPIENT pursuant to this Agreement to operate said program, as set forth in "Exhibit A,"
attached hereto and by this reference incorporated herein. SUBRECIPIENT'S failure to perform as
required may, in addition to other remedies set forth in this Agreement, result in readjustment of the
amount of funds CITY is otherwise obligated to pay to SUBRECIPIENT hereunder.
D. Allowable Costs. SUBRECIPIENT agrees to complete said program on or before
June 30, 2016 and to use said fiords to pay for necessary and reasonable costs allowable under the
federal law and regulations to operate said program. Said amounts shall include, but not be limited
to, wages, administrative costs, and employee benefits comparable to other similarly situated
employees, and indirect costs. Other allowable program costs are detailed in the budget, as set forth
in "Exhibit. B," attached hereto and by this reference incorporated herein. SUBRECIPIENT shall
use all income received from said funds only for the same purposes for which said funds may be
expended pursuant to the terms and conditions of this Agreement. SUBRECIPIENT has the ability
to adjust line item amounts in the budget with the written approval of the CITY's Executive
Director of the Community Development Agency or designee, so long as the total budget amount
does not increase.
In accordance with 2 CFR 200.414, the CITY will honor SUBRECIPIENT's approved
federally recognized indirect cost rate or if no such rate exists a de minims indirect cost rate of ten
percent (I O %) sball be used as set forth in "Exhibit B ".
E. Licensing. SUBRECIPIENT agrees to obtain and maintain all required licenses,
registrations, accreditation and inspections from all agencies governing its operations.
SUBRECIPIENT shall ensure that its staff shall also obtain and maintain all required licenses,
registrations, accreditation and inspections from all agencies governing SUBRECIPIENT's
operations hereunder. Such licensing requirements include obtaining a City business license, as
applicable.
F. Zoning., SUBRECIPIENT agrees that any facility/property used in furtherance of
said program shall be specifically zoned and permitted for such use(s) and activity(ies). Should
SUBRECIPIENT fail to have the required land entitlement and/or permits, thus violating any local,
state or federal riles and regulations relating thereto, SUBRECIPIENT shall immediately make
good -faith efforts to gain compliance with local, state or federal rules and regulations following
written notification of said violation(s) from the CITY or other authorized citing agency.
3
25D -5
SUBRECIPIENT shall notify CITY immediately of any pending violations. Failure to notify CITY
of pending violations, or to remedy such known violation(s) shall result in termination of grant
funding hereunder. SUBRECIPIENT must make all corrections required to bring the
facility /property into compliance with the law within sixty (60) days of notification of the
violation(s); failure to gain compliance within such time shall result in termination of grant funding
hereumder.
G. Separation of Accounts. All finds received by SUBRECIPIENT from CITY
pursuant to this Agreement shall be maintained in an account in a federally insured banking or
savings and loan institution with record keeping of such accounts maintained pursuant to applicable
2 CFR 200.302 requirements. SUBRECIPIENT is not required to maintain separate depository
accounts for CDBG FUNDS; provided however, the SUBRECIPIENT must be able to account for
receipt, obligation and expenditure of CDBG FUNDS pursuant to applicable 2 CFR 200.302
requirements.
H. Audit Report Requirements. SUBRECIPIENT agrees that if SUBRECIPIENT
expends Seventy -Seven Thousand Three Hundred and Ninety Eight Dollars ($77,398.00) or more in
federal funds, SUBRECIPIENT shall have an annual audit conducted by a certified public
accowitant in accordance with the standards as set forth and published by the United States Office
of Management and Budget. SUBRECIPIENT shall provide CITY with a copy of said audit by
April 1 of the year following the program year in which this Agreement is executed.
I. Record KeepingVRe oorrting. SUBRECIPIENT shall keep and maintain complete and
adequate records and reports on program participants to determine their initial and continuing
eligibility for the program services being provided to assist CITY in meeting and maintaining its
record keeping responsibilities under the CDBG REGS, including the following:
(1) Records
a, Documentation evidencing program income requirements in conformity with 24
CPR 570.504(b((2)(i), (ii) and 24 CFR 570.503(b)(3) and 24 CFR 570.208(a)(2)(B) of the
income level of persons and/or families participating in or benefiting by the
SUBRECIPIENT program.
b. Documentation of the number of persons and /or families participating in or
benefiting by the SUBRECIPIENT program.
c. Household information shall include number of persons, identification of bead of
household, race /etlmicity, and income verification of all household members ages 18 and
over.
d. Documentation of all CDBG FUNDS received from CITY.
c. Documentation of expenses as identified in the Budget Proposal, including
evidence of incurring the expense, invoices for goods or services, copies of any and all
contracts or documentation pertaining to costs for subcontractors, plus all other invoices and
proof of payment for which CDBG FUNDS were expended, and any payments therefor.
25D -6
f Any such other related records as CITY shall reasonably require or as required to
be maintained pursuant to the CDBG REGS.
(2) Reports
a. Payment Request. Concurrently with the submittal of each quarterly report, on
or before the 15th day of October, January, April and July, SUBRECIPIENT shall submit
both: an original invoice /request for reimbursement and true copies of invoices, receipts,
canceled checks, bank statements, credit card statements, procurement documentation for
goods or services, Umeshects, payroll records, benefit statements, agreements, contracts or
documentation pertaining to costs for subcontractors, and /or other documentation
supporting and evidencing how the CDBG FUNDS have been expended during the
applicable quarter.
b. Quarterly Progress Report. SUBRECIPIENT agrees to keep records of all
ethnic and racial statistics of persons and families benefited by SUBRECIPIENT in the
performance of its obligations under this Agreement, including, but not limited to, the
number of low and moderate income persons and households assisted in accordance with
federal income limits, the number of female heads of households assisted, new program
information and year -to -date program statistics on expenditures, caseload and activities.
Failure to provide any of the required documentation and reporting will cause CITY to
withhold all or a portion of a request for reimbursement, or return the entire
reimbursement package to SUBRECIPIENT, until such documentation and reporting has
been received and approved by CITY.
J. Access to Records, CITY and the United States Government and/or their
representatives shall have access for purposes of monitoring, auditing, and examining
SUBRECIPIENT's activities and performance, to books, docinnents and papers, and the right to
examine records of SUBRECIPIENT's subcontractors, bookkeepers and accountants, employees
and participants in regard to said program. CITY and the United States Government and/or their
representatives shall also schedule on -site monitoring at their discretion. Monitoring activities
may also include, but are not limited to, questioning employees and participants in said program
and entering any premises or any site in which any of the services or activities funded hereunder
is conducted or in which any of the records of SUBRECIPIENT are kept. Nothing herein shall
be construed to require access to any privileged or confidential information as set forth in federal
or state law.
K. Location of Records /Required Length of Record ICeenin , All accounting records,
reports, and evidence pertaining to all costs, expenses and the CDBG FUNDS of
SUBRECIPIENT and all documents related to this Agreement shall be maintained and kept
available at SUBRECIPIENT' S office or place of business for the duration of the Agreement and
thereafter for five (5) years from the date of final payment under this Agreement. Records which
relate to (a) complaints, claims, administrative proceedings or litigation arising out of the
performance of this Agreement, or (b) costs and expenses of this Agreement to which CITY or
any other governmental agency takes exception, shall be retained beyond the five (5) years until
complete resolution or disposition of such appeals, litigation claims, or exceptions. In the event
SUBRECIPIENT does not make the above- referenced documents available within the city of Santa
Ana, California, SUBRECIPIENT agrees to pay all necessary and reasonable expenses incurred by
25D -7
CITY in conducting any audit at the location where said records and books of account are
maintained.
L. Compliance with Law/Proarani Income. SUBRECIPIENT acknowledges that the
fiords being provided by CITY for said program are received by CITY pursuant to the ACT as
amended and that expenditures of these funds shall be in accordance with the ACT and all pertinent
regulations issued by agencies of the federal government, including, but not limited to, all
regulations found at Title 24 of the Code of Federal Regulations. Program income received by
SUBRECIPIENT shall be returned to CITY unless otherwise provided for in this Agreement.
SUBRECIPIENT agrees to comply fully with all federal, state and local laws and court orders
applicable to its operation whether or not referred to in this Agreement.
M. Debarment. To protect the public interest and ensure the integrity of Federal
programs, CITY may only conduct business with responsible persons and may not make any
award or permit any award to any party which is debarred or suspended or is otherwise excluded .
from or ineligible for participation in Federal assistance programs under Executive Order 12549,
"Debarment and Suspension ". See also 24 CFR 570.609. SUBRECIPIENT must review and
sign Exhibit C "Debarment ", which is attached hereto and incorporated herein by this reference.
SUBRECIPIENT shall be in good standing, without suspension by the California Secretary of State,
Franchise Tax Board and Internal Revenue Service. Any change in the corporate status or
suspension of SUBRECIPIENT shall be reported immediately to CITY.
N. Confidentiality, Without prejudice to any other provisions of this Agreement,
SUBRECIPIENT shall, where applicable, maintain the confidential nature of information provided
to it concerning participants in accordance with the requirements of federal and state law. However,
SUBRECIPIENT shall submit to CITY and or HUD or its representatives, all records requested,
including audit, examinations, n- onitoring and verifications of reports submitted by
SUBRECIPIENT, costs incurred and services rendered hereunder.
O. Independent Contractor. SUBRECIPIENT agrees that the performance of
obligations hereunder is rendered in its capacity as an independent contractor and that it is in no way
an agency of CITY.
P. Violation of Terms and Conditions. SUBRECIPIENT agrees that if
SUBRECIPIENT violates any of the teens and conditions of this Agreement or any prior
Agreement whereby CDBO funds were received by SUBRECIPIENT, or if SUBRECIPIENT
reports inaccurately, or if on audit there is a disallowance of certain expenditures, SUBRECIPIENT
agrees to remedy the acts or omissions causing the disallowance and repay CITY all amounts spent
in violation thereof If SUBRECIPIENT engaged in fraudulent activity to obtain and/or justify
expenditure of the CDBG funds granted hereunder, SUBRECIPIENT shall be required to reimburse
the CITY of all such funds that were obtained and/or spent under fraudulent circumstances.
Q. Equipment, SUBRECIPIENT agrees to maintain a record for each item of non-
expendable personal property acquired -wider the terms of this Agreement. Said record shall be
made available to CITY upon request. The term "non-expendable personal property" shall include
leased and purchased equipment.
25D -8
R. Prohibited Use, SUBRECIPIENT hereby certifies and agrees that it will not use
funds provided through this Agreement to pay for entertainment, meals or gifts, or other prohibited
uses.
S. Lobbvin . SUBRECIPIENT certifies that it will comply with federal law (31
U.S.C. 1352) and regulations found at 24 CFR Part 87, which provide that no appropriated funds
may be expended by the recipient of a federal contract, grant, loan or cooperative agreement to pay
any person for influencing or attempting to influence an officer or employee of any agency,
Member of Congress, or an officer or employee of a Member of Congress in connection with
awarding of any federal contract, the making of any federal grant or loan, entering into any
cooperative agreement and the extension, renewal, amendment or modification of any federal
contract, grant, loan or cooperative agreement. SUBRECIPIENT shall sign a certification to that
effect in a form as set forth in "Exhibit D," attached hereto and by this reference incorporated
herein. SUBRECIPIENT shall submit said signed certification to CITY prior to performing any of
its obligations under this Agreement and prior to any obligation arising on the part of CITY to pay
any sums to SUBRECIPIENT under the terms and conditions of this Agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to
any person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of
Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the
undersigned shall complete and submit a "Disclosure Form to Report Lobbying," in accordance
with its instructions (Exhibit D).
SUBRECIPIENT shall require that the language of this certification be included in
the award documents for all sub - awards at all tiers (including subcontractors, sub- grants, and
contracts under grants, loans, and cooperative agreements), and agrees to take all actions necessary
to ensure that all gabrecipients shall similarly certify and disclose accordingly.
T. Financial Interest. SUBRECIPIENT agrees that except for the use of CDBG funds
to pay salaries and other related administrative or personnel costs, no persons who exercise or have
exercised any fimction with respect to CDBG activities assisted under the terms of this Agreement,
or who are in a position to participate in a decision - making process or gain inside information with
regard to such activities, may obtain a financial interest or benefit from a CDBG- assisted activity of
SUBRECIPIENT, either for themselves or those with whom they have farnily or business ties,
during their tenure or for one year thereafter. This prohibition applies to any person who is an
employee, agent, consultant, officer, or elected or appointed official of CITY, or of any designated
public agency, or the SUBRECIPIENT,
U. Labor Standards. The SUBRECIPIENT agrees to comply with the requirements
of the Secretary of Labor in accordance with the Davis -Bacon Act as amended, the provisions of
Contract Work Flours and Safety Standards Act (40 U.S.C. 327 et seq.) and all other applicable
Federal, state and local Iaws and regulations pertaining to labor standards insofar as those acts
apply to the performance of this Agreement. The SUBRECIPIENT agrees to comply with the
Copeland Anti -Dick Back Act (18 U.S.C. 874 et seq.) acrd its implementing regulations of the
25D -9
U.S. Department of Labor at 29 CPR Part 5. The SUBRECIPIENT shall maintain documentation
that demonstrates compliance with hour and wage requirements of this part. Such documentation
shall be made available to the CITY for review upon request.
SUBRECIPIENT agrees that, except with respect to the rehabilitation or construction of
residential property containing less than eight (8) units, all contractors engaged under contracts
in excess of $2,000,00 for construction, renovation or repair work financed in whole or in part
with assistance provided under this contract, shall comply with Federal requirements adopted by
the CITY pertaining to such contracts and with the applicable requirements of the regulations of
the Department of Labor, under 29 CFR Parts 1, 3, 5 and 7 governing the payment of wages and
ratio of apprentices and trainees to journey workers; provided that, if wage rates higher than
those required under the regulations are imposed by state or local law, nothing hereunder is
intended to relieve the SUBRECIPIENT of its obligation, if any, to require payment of the
higher wage. The SUBRECIPIENT shall cause or require to be inserted in full, in all such
contracts subject to such regulations, provisions meeting the requirements of this paragraph.
V. Section 3 of the Housing and Urban Development Act of 1968. SUBRECIPIENT will
make every effort to provide training opportunities for low -and moderate - income persons residing
within the community where the construction project is located and contracts awarded to local
businesses therein to the greatest extent feasible as required Linder the provisions of Section 3 of the
Housing and Urban Development Act of 1968, the regulations set forth in 24 CFR 135, and all
applicable rules and orders issued hereunder prior to the execution of this Agreement. Compliance
with the foregoing requirements shall be a condition of the federal financial assistance provided
under this Agreement and binding on the SUBRECIPIENT. Failure to fulfill these requirements
shall subject the SUBRECIPIENT, its successors and designees, to those sanctions specified by the
Agreement through which federal assistance is provided. The SUBRECIPIENT certifies and agrees
that no contractual or other disability exists which would prevent compliance with these
requirements. SUBRECIPIENT shall make every effort to ensure that all projects funded wholly or
in part by CDBG funds shall provide equal employment opportunities for minorities and women.
W. Drug Free Workplace. SUBRECIPIENT agrees to provide a drug -free work place and
to execute a certification as set forth in "Exhibit E" attached hereto and incorporated herein by this
reference.
X. Uniform Administrative Requirements Cost Principles and Audit Requirements for
Federal Awards. The following requirements and standards must be complied with: 2 CFR Part
200 et al. SUBRECIPIENT shall procure all materials, property, or services in accordance with
the requirements of 2 CFR 200.318 -326.
Y. Subpart K of 24 CFR 570. SUBRECIPIENT will carry out its activities in compliance
with the requirements of Subpart K of 24 CPR 570, however SUBRECIPIENT does not assume the
CITY's envirormiental responsibilities or the responsibility for initiating the environmental review
process under 24 CFR Part 52.
Z. Women- and Minoritv-Owned Businesses (W /MBE) SUBRECIPIENT will use its
best efforts to afford small businesses, minority business enterprises, and women's business
25D -10
enterprises the maximum practicable opportunity to participate in the performance of this
Agreement in accordance with the requirements of 2 CFR 200.321 "Contracting with small and
minority businesses, women's business enterprises, and labor surplus area firms ". As used in this
Agreement, the term "small business" means a business that meets the criteria set forth in section
3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "minority and women's
business enterprise" means a business at least fifty -one percent (51 %) owned and controlled by
minority group members or women. For the purpose of this definition, "minority group
members" are African- Americans, Spanish - speaking, Spanish surnamed or Spanish- heritage
Americans, Asian - Americans, and American Indians. SUBRECIPIENT may rely on written
representations by businesses regarding their status as minority and female business enterprises
in lieu of an independent investigation,
IL CITY'S OBLIGATIONS
A. Payment of Funds. Upon execution of this Agreement by SUBRECIPIENT, CITY shall
pay to SUBRECIPIENT from CDBG funds, when, if and to the extent received from HUD, for
CITY's 2015 -2016 CDBG program year amounts expended by SUBRECIPIENT in carrying out
said program for fiscal year 2015 -2016 pursuant to this Agreement up to a maximum aggregate
payment of Seventy -Seven Thousand Three Hundred and Ninety Eight Dollars ($77,398.00) in
installments determined by CITY. Payments shall be made to SUBRECIPIENT through the
submission of invoices /roimbursement requests.
CITY shall pay such invoices /reimbursement requests within thirty (30) days after receipt
thereof provided CITY is satisfied that such expenses have been incurred and documented within
the scope and provisions of this Agreement and that SUBRECIPIENT is in compliance with the
terms and conditions of this Agreement. Failure to provide any of the required documentation
and reporting will cause CITY to withhold all or a portion of a request for reimbursement, or
return the entire reimbursement package to SUBRECIPIENT, until such documentation and
reporting has been received and approved by CITY. Documentation may include, but is not
limited to true copies of invoices, receipts, canceled checks, bank statements, credit card
statements, procurement documentation for goods or set-vices, timesheets, payroll records,
benefit statements, agreements, contracts or documentation pertaining to costs for
subcontractors, and /or other documentation supporting and evidencing how the CDBG FUNDS
have been expended during the applicable quarter.
B. Audit of Account. CITY shall include an audit of the account maintained by
SUBRECIPIENT in CITY's annual audit of all CDBG FUNDS in accordance with Title 24 of
the Code of Federal Regulations and other applicable federal laws and regulations.
C. Common Rule: Pursuant to 2 CFR 200.328(a), the CITY manages the day -to -day
operations of each grant aid subgrant supported activities. CITY staff has detailed knowledge of the
grant program requirements and monitors grant and subgrant supported activities to assure
compliance with Federal requirements. Such monitoring covers each program, function and activity
and performance goals are reviewed periodically.
25D -11
D. Environmental Review: In accordance with 24 CFR 58, the CITY is responsible for
undertaking environmental review and maintaining environmental review records for each
applicable project.
E. Performance Monitoring: CITY shall monitor the performance of SUBRECIPIENT
against goals and performance standards required herein. The SUBRECIPIENT shall be
responsible to accomplish the levels of performance as set forth in Exhibit A and report such
measures quarterly to the CITY, If the SUBRECIPIENT estimates such goals will not be met,
the SUBRECIPIENT is to contact the CITY, at which time the CITY will determine if any
adjustments to the grant award is appropriate. Substandard performance as determined by the
CITY will constitute non - compliance with this Agreement. Should the CITY determine that the
SUBRECIPIENT has not performed its obligations as stated in this contract in a satisfactory
manner, or if the CITY determines that insufficient supporting information has been submitted,,
the CITY shall notify the SUBRECIPIENT in writing of its determination specifying in full
detail the objections which it has to the SUBRECIPIENT's performance. If action to correct
such substandard performance is not taken by the SUBRECIPIENT after being notified by the
CITY, within a reasonable period of time as stipulated in the written notification, contract
suspension or termination procedures will be initiated.
III. NONDISCRIMINA,rION
1. SUBRECIPIENT agrees to comply with Executive Order 11246 which requires that
during the performance of this Agreement, SUBRECIPIENT agrees not to discriminate against any
employee or applicant for employment because of race, religion, sex, color or national origin. Such
action shall include, but not be limited to the following: employment, upgrading, demotion, or
transfer, rates of pay or other forms of compensation, and selection for training, including
apprenticeship. SUBRECIPIENT agrees to post in conspicuous places, available to employees and
applicants for employment, notices to be provided by the SUBRECIPIENT setting forth the
provisions of this nondiscrimination clause.
2. SUBRECIPIENT agrees to comply with Title VI of the Civil Rights Act of 1964
which indicates that no person shall, on the ground of race, color or national origin, be excluded
from participation in, be denied the benefits of, or be subject to discrimination under any program of
activity receiving federal financial assistance.
3. No person shall, on the grounds of race, sex, creed, color, religion, marital status,
national origin, age, sexual orientation, or physical or mental handicap be excluded from
participation in, be refused the benefits of, or otherwise be subject to discrimination in any activities,
programs or employment supported by this Agreement. SUBRECIPIENT is prohibited from
discrimination on the basis of age or with respect to an otherwise qualified handicapped person as
provided for under Section 109 of the Housing and Community Development Act of 1974, as
amended.
4. SUBRECIPIENT agrees to comply with the Age Discrimination Act of 1975 which
requires that during the performance of this Agreement, SUBRECIPIENT agrees not to discriminate
against any employee or applicant for employment because of age. Such action shall include, but
not be limited to the following: employment upgrading, demotion, or transfer, rates of pay or other
10
25D -12
forms of compensation, and selection for training, including apprenticeship. SUBRECIPIENT
agrees to post in conspicuous places, available to employees and applicants for employment, notices
to be provided by the SUBRECIPIENT setting forth the provisions of this age discrimination
clause.
5. SUBRECIPIENT agrees to comply with Section 504 of the Rehabilitation Act of
1973 which requires that no otherwise qualified individual with a disability in the United States,
shall, solely by reason of his or her disability, be excluded from the participation in, be denied the
benefits o% or be subjected to discrimination under any program or activity receiving federal
financial assistance or under any program or activity conducted by any executive agency or by the
United States Postal Service.
IV. CONFLICT OF INTEREST
Pursuant to the conflict of interest requirements set forth in 24 CFR 570.611 and 2 CFR
200.112, SUBRECIPIENT certifies that no member, officer, employee, agent or assignee of CITY
having direct or indirect control of any CDBG monies granted to the CITY, inclusive of the subject
CDBG FUNDS, shall serve as an officer of SUBRECIPIENT. Further, any conflict or potential
conflict of interest of any officer of SUBRECIPIENT shall be fully disclosed in writing prior to the
execution of this Agreement and said writing shall be attached and deemed fully incorporated as a
part hereof. Notice shall be sent by SUBRECIPIENT to CITY regarding any changes or
modifications to its board of directors and list of officers.
V. SPECIAL CERTIFICATION FOR RELIGIOUS ENTITIES
If SUBRECIPIENT is a religious entity, SUBRECIPIENT hereby agrees that in connection
with the provision of the services SUBRECIPIENT shall provide with CDBG funds, in accordance
with 24 CFR 570.2000):
A. SUBRECIPIENT shall not discriminate against any employee or applicant for
employment on the basis of religion and shall not limit employment or give preference in
employment to persons on the basis of religion.
B. SUBRECIPIENT shall not discriminate against any person applying for the services
SUBRECIPIENT agrees to provide under the terms of this Agreement on the basis of religion and
shall not limit such services or give preference to applicants for such services on the basis of
religion.
C. SUBRECIPIENT shall NOT provide religious instruction or counseling, conduct
any religious worship or services, or engage in any religious proselytizing, or exert any religious
influence in the provision of the services in said program.. The parties agree that this covenant is
intended to and shall be construed for the limited purpose of assuring compliance with respect to the
use of CITY funds by SUBRECIPIENT with applicable constitutional Iunitations respecting the
establishment of religion as set forth in the establishment clause under the First Amenchnent of the
United States Constitution and Article 1, Section 4 of the California Constitution, and is not in any
manner intended to restrict other activities of SUBRECIPIENT.
11
25D -13
D. The portion of a facility used to provide public services assisted in whole or in part
under this Agreement shall contain no sectarian or religious symbols.
E. Where the services to be provided under said program are rendered on property
owned by the primarily religious entity SUBRECIPIENT, CDBG funds may also be used for minor
repairs to such property which are directly related to the cost of rendering the services under said
program, where the cost constitutes in dollar terms only an incidental portion of the CDBG
expenditure for rendering the services under said program.
VI. PROHIBITION OF NEPOTISM
SUBRECIPIENT agrees not to hire or permit the hiring of any person to fill a position
funded through this Agreement if a member of that person's immediate family is employed in an
administrative capacity by SUBRECIPIENT. For the purposes of this section, the tern "immediate
family" means spouse, child, mother, father, brother, sister, brother -in -law, sister -in -law, father -in-
law, mother -in -law, son -in -law, daughter -in -law, aunt, uncle, niece, nephew, stepparent and
stepchild. The tern "administrative capacity" means having selection, hiring, supervisor or
management responsibilities.
VIL NOTICES
Notices to the parties shall, uriess otherwise requested in writing, be sent by U.S. Mail,
postage prepaid, and addressed as follows:
TO CITY: Cleric of the City Council
City of Santa Ana
20 Civic Center Plaza (M -30)
P.O. Box 1988
Santa Ana, California 92702 -1988
Fax (714) 647 -6956
TO SUBRECIPIENT: Community SeniorSery Inc,
1200 N. Knollwood Circle
Anaheim, CA 92801
Fax (714) 220 -1374
VIII, ASSIGNABILITY
None of the duties of, or work to be performed by, SUBRECIPIENT under this Agreement
shall be subcontracted or assigned to any agency, consultant, or person without the prior written
consent of CITY. SUBRECIPIENT must submit all subcontracts and other agreements that relate
to this Agreement to CITY. No subcontract or assignment shall tenninate or alter the legal
obligations of SUBRECIPIENT pursuant to this Agreement.
12
25D -14
IX. HOLD HARMLESS
SUBRECIPIENT shall indemnify, defend and save harmless CITY, its officers, employees,
agents, representatives and volunteers from and against any and all damages to or for loss of use of
property and for injuries to or death of any person or persons, including property and employees or
agents of CITY, and shall defend, indemnify and save harmless CITY, its officers, employees,
agents, representatives and volunteers from and against any and all claims, demands, suits, actions
or proceedings of any kind or nature, including, but not by way of limitation, workers compensation
claims and including attorney fees and reasonable expenses for litigation or settlement, resulting
from or arising out of the negligent or wrongful acts, errors or omissions of SUBRECIPIENT, its
officers, directors, employees, agents, subcontractors and suppliers arising out of
SUBRECIPIENT's performance of this Agreement.
X. INSURANCE
Prior to undertaking performance of work under this Agreement, SUBRECIPIENT shall
maintain and shall require its subcontractors, if any, to obtain and maintain insurance as
described below:
a, Commercial General Liability Insurance. SUBRECIPIENT shall maintain
commercial general liability insurance naming the City, its officers, employees, agents,
volunteers and representatives as additional insured(s) and shall include, but not be limited to
protection against claims arising from bodily and personal injury, including death resulting
therefrom and damage to property, resulting from any act or occurrence arising out of
SUBRECIPIENT's operations in the performance of this Agreement, including, without
limitation, acts involving vehicles. The amounts of insurance shall be not less than the
following: single limit coverage applying to bodily and personal injury, including death resulting
therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with
$2,000,000 in the aggregate, Such insurance shall (a) name the City, its officers, employees,
agents, volunteers and representatives as additional insured(s); (b) be primary and not
contributory with respect to insurance or self-insurance programs maintained by the City; and (c)
contain standard separation of insured's provisions.
b. Business automobile liability insurance, or equivalent form, with a combined,
single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage
for owned, hired and non -owned automobiles,
C, Worker's Compensation Insurance. In accordance with the provisions of Section
3700 of the Labor Code, SUBRECIPIENT, if SUBRECIPIENT has any employees, is required to
be insured against liability for worker's compensation or to undertake self - insurance. Prior to
commencing the performance of the work under this Agreement, SUBRECIPIENT agrees to
obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per
accident.
13
25D -15
d. If SUBRECIPIENT is or employs a licensed professional such as an architect or
engineer: Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by
SUBRECIPIENT pursuant to this section:
(i) SUBRECIPIENT shall maintain all insurance required above in full force
and effect for the entire period covered by this Agreement,
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
(iii) Certificates and policies shall state that the policies shall not be canceled
or reduced in coverage or changed in any other material aspect without
thirty (3 0) days prior written notice to the City.
f. If SUBRECIPIENT fails or refuses to produce or maintain the insurance required
by this section or fails or refuses to furnish the City with required proof that insurance has been
procured and is in force and paid for., the City shall have the right, at the City's election, to
forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be
paid for its time and materials expended prior to notification of termination. Consultant waives
the right to receive compensation and agrees to indemnify the City for any work performed prior
to approval of insurance by the City.
XI. REVERSION OF ASSETS
A. Upon the expiration of this Agreement, SUBRECIPIENT shall transfer to CITY any
CDBG funds on band at the tine of the expiration of this Agreement as well as any accounts
receivable attributable to the use of CDBG funds. [24 CFR 570.503(b)(7)]
B. Any real property wider SUBRECIPIENT's control that was acquired or improved
in whole or in part with CDBG funds in excess of $25,000.00 must either be:
1. Used, where CITY has given written approval, to meet one of the national
objectives stated in 24 CPR 570.208 until five (5) years after expiration of this Agreement, or for
such longer period of time as determined to be appropriate by CITY; or
2. If not used in accordance with subparagraph 1 above, SUBRECIPIENT shall
pay to CITY an amount equal to the current fair market value of the property less any portion of the
value attributable to the expenditure of non -CDBG funds for acquisition of, or improvement to, the
property. Such payment is program income to CITY.
C, Subject to the obligations set forth herein, title to equipment acquired under the
terns of this Agreement will vest upon acquisition in SUBRECIPIENT. When said equipment
14
25D -16
which has been acquired in accordance with this Agreement and all applicable regulations is no
longer needed for said program, disposition of said equipment will be made as follows:
1. Items of equipment with a current per unit fair market value of less than
$5,000.00 may be retained, sold or otherwise disposed of with no further obligation to CITY.
2. Items of equipment with a current fair market per unit value of $5,000.00 or
more may be retained or sold and CITY shall have the right to an amount calculated by multiplying
the current market value or proceeds from the sale by CITY's share of federal finds used to acquire
the equipment, in accordance with 2 CFR 200.313(e)(2).
D. SUBRECIPIENT hereby agrees, upon the demand of CITY, to execute,
acknowledge and deliver, or cause any person or entity who may have any claim to rights hereunder
or under any document, instrument or agreement executed in furtherance of the services and
activities to be performed hereunder, to execute, acknowledge and deliver, to CITY assignment(s),
quit claim deed(s) or such other and further instruments, documents and agreements as may be
necessary, in the sole and absolute discretion of CITY, to vest in CITY all of SUBRECIPIENT's
right, title and interest (if any it may have) in and to CITY, CDBG or other federal, state and/or
local accounts or program funds or allocation of funds to which CITY is or may be entitled, either
for its own account or as fiduciary or trustee for others, which were obtained for the purpose of the
performance of this Agreement or any previous agreements relating to the same subject matter or
activities as this Agreement, together with any instruments, loans, grants or advances by
SUBRECIPIENT on behalf of CITY, in furtherance of the activities hereunder or thereof.
SUBRECIPIENT's obligations and responsibilities set forth in this paragraph "XI.
REVERSION OF ASSETS," and in paragraph "XII. TERMINATION" and other requirements
pertaining to program income shall not be affected by the termination of this Agreement and shall
survive the date of termination of this Agreement for such period of time as CITY and/or HUD
deems necessary for the responsibilities, duties and obligations to be performed and completed to
the satisfaction of CITY and HUD.
XII. TERMINATION
A. This Agreement may be terminated on thirty (30) days' written notice by either
party. In the event of such termination, SUBRECIPIENT shall only be entitled to reimbursement
for approved expenses incurred to the effective date of termination,
B, This Agreement may be suspended or terminated by CITY upon five (5) days'
written notice for violation by SUBRECIPIENT of Federal Laws governing the use of Community
Development Block Grant Funds. hr the event of such suspension or termination,
SUBRECIPIENT shall only be entitled to reimbursement for approved expenses incurred up to the
effective date of suspension or termination.
C. Pursuant to 2 CPR 200.340, in the event SUBRECIPIENT defaults by failing to
fulfill all or any of its obligations hereunder, CITY may declare a default and tennination of this
Agreement by written notice to SUBRECIPIENT, which default and termination shall be effective
15
25D -17
on a date stated in the notice which is to be not less than ten (10) days after certified mailing or
personal service of such notice, unless such default is cured before the effective date of termination
stated in such notice. If terminated for cause, CITY shall be relieved of further liability or
responsibility under this Agreement, or as a result of the termination thereof, including the payment
of money, except for payment for approved expenses incurred for services satisfactorily and timely
performed prior to the mailing or service of the notice of termination, and except for reimbursement
of (1) any payments made for services not subsequently performed in a timely and satisfactory
mamier, and (2) costs incurred by CITY in obtaining substitute performance.
D. The grant of funds under this Agreement may be terminated for convenience by
either the CITY or SUBRECIPIENT, in whole or part, by setting forth the reasons for such
termination, the effective date, and, in the case of partial termination, the portion to be terminated,
however, if in the case of a partial termination, the CITY determines that the remaining part of the
award will not accomplish the purpose for which the award was made, the CITY may terminate the
award in its entirety.
E. The grant of funds wider this Agreement may be terminated due to the non-
performance of SUBRECIPIENT and /or failure of SUBRECIPENT to perform the work described
in Exhibits A and B or failure to meet the performance standards and program goals set forth
therein.
F. In the event this Agreement is terminated as set forth in subparagraphs XII.A.
through XII.E., inclusive, SUBRECIPIENT agrees to immediately return to CITY upon CITY's
demand and prior to any adjudication of SUBRECIPIENT's rights, any and all funds not used, and
to comply with paragraph "XI. REVERSION OF ASSETS" of this Agreement.
XIII. LIMITATION OF FUNDS
The United States of America, through HUD, may in the frrtw'e place programmatic or fiscal
limitations on the use of CDBG finds which limitations are not presently anticipated. Accordingly,
CITY reserves the right to revise this Agreement in order to take account of actions affecting I -IUD
program finding. In the event of funding reduction, CITY may, in its sole and absolute discretion,
reduce the budget of this Agreement as a whole or as to costs category, may limit the rate of
SUBRECIPIENT's authority to commit and spend funds, or may restrict SUBRECIPIENT's use of
both its uncommitted and its unspent funds. Where HUD has directed or requested CITY to
implement a reduction in funding, in whole or as to a cost category, with respect to funding for this
Agreement, CITY's City Manager or delegate is authorized to act for CITY in implementing and
effecting such a reduction and in revising, modifying, or amending the Agreement for such
purposes. If such a reduction in funding occurs, SUBRECIPIENT shall be permitted to de -scope
accordingly. Where CITY has reasonable grounds to question SUBRECIPIENT's fiscal
accountability, financial soundness, or compliance with this Agreement, CITY may suspend the
operation of this Agreement for up to sixty (60) days upon five (S) days written notice to
SUBRECIPIEN'r of its intention to so act, pending an audit or other resolution of such questions.
In no event, however, shall any revisions made by CITY affect expenditures and legally binding
conmritrments made by SUBRECIPIENT before it received notice of such revision, provided that
16
25D -18
such amorints have been committed in good faith and are otherwise allowable and that such
commitments are consistent with HUD cash withdrawal guidelines.
MV. EXCLUSIVITY AND AMENDMENT OF AGREEMENT
This Agreement supersedes any and all other agreements, either oral or in writing, between
the parties hereto with respect to the use of CITY's CDBG funds by SUBRECIPIENT and contains
all the covenants and agreements between the parties with respect to the program in any manner
whatsoever. Each party to this Agreement acknowledges that no representations, inducements,
promises or agreements, orally or otherwise, have been made by any party, or anyone acting on
behalf of any party, which are not embodied herein, and that no other agreement or amendment
hereto shall be effective unless executed in writing and signed by both CITY and SUBRECIPIENT.
XV. LAWS GOVERNING THIS AGREEMENT
This Agreement shall be governed by and construed in accordance with the laws of the State
of California, and all applicable federal laws and regulations.
XVI. CLOSE -OUT
The SUBRECIPIENT's obligation to the CITY shall not end until all close -out
requirements are completed. Activities during this close -out period shall include, but are not
limited to: malting final payments; submitting final invoice(s), report(s), in accordance with this
AGREEMENT, and documentation; disposing of program assets (including the return to the
CITY of all unused materials and equipment); remitting any receivable accounts to the CITY and
determining the custodianship of records. The SUBRECIPIENT shall be obligated to perform
such duties as would normally extend beyond the terra, including but not limited to obligations
with respect to indemnification, audits, reporting, data retention/reporting, and accounting.
XVII. VALIDITY AND SEVERABILITY
The invalidity in whole or in part of any provision of this Agreement shall not void or affect
the validity of any other provision of this Agreement. Whenever possible, each provision of this
AGREEMENT shall be interpreted in such manner as to be effective and valid under applicable
law, but if any provision of this AGREEMENT is held to be prohibited by or invalid Larder
applicable law, such provision shall be ineffective only to the extent of such prohibition or
invalidity, without invalidating the remainder of such provisions of this AGREEMENT.
XVIII. WAIVER
No delay or omission by either party hereto to exercise any right or power accruing upon any
noncompliance or default by the other party with respect to any of the terms of this Agreement
shall impair any such right or power or be construed to be a waiver thereof. A waiver by either
of the parties hereto of any of the covenants, conditions, or agreements to be performed by the
other shall not be construed to be a waiver of any succeeding breach thereof or of any other
covenant, condition or agreement herein contained.
17
25D -19
XIX. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indemnify CITY fully, including reasonable costs and attorney's fees, for any injuries or damages to
CITY in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits and Attachments referenced herein and attached hereto shall be incorporated
as if fully set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed tlris Agreement as of the last
date and year written below.
ATTEST:
MARIA D. HUIZAR
Clerk of the Council,
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
B .JOHN M. FUNK
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
GERARDO MOUET
Executive Director of Parks,
Recreation and Community Services Agency
18
CITY OF SANTA ANA
DAVID CAVAZOS
City Manager
COMMUNITY SENIORSERV, INC.
SUBRECIPIENT:
Name:
Title:
Tax ID#
DUNS#
25D -20
Name of Organization
Name of Funded Program
Annual Accomplishment Goal
I. Total number of unduplicated Participants (Santa Ana and Non -Santa Ana participants) anticipated to be served by
the funded program, named above, during the 12 -month contract period.
5001 Participants
City of Santa Ana
II. Number of ONLY unduplicated Santa Ana Participants to be served by the funded program, named above, during
the 12 -month contract period.
900 1 Participants
Program and Funding Description
III. Description of Work - In the space below, describe the program to be funded during the 12 -month contract period.
What specific activities will be undertaken during the contract period. Please be concise in your response, Only the
viewable space will print.
Santa Ana CDBG funds will be utilized to help fund the raw food costs of meals on wheels and congregate lunch
meals to Santa Ana older adult participants.
Home Delivered Meal Program:
Participants in the Home Delivered Meals program will receive 3 meals per day 5 days per week and case
management services. Meals will be delivered by paid and volunteer drivers. Eligibility and case management
services will be provided by CSS Case Managers. Participants will also have access to other services at no
charge including in -home services, respite services, home safety equipment, and other resources.
Congregate Lunch Program:
Participants in the Congregate Lunch program's will be provided a daily (Monday- rriday) hot nutritional lunch
at 3 nutrition sites in Santa Ana,
Locations:
Southwest Senior Center
Santa Ana Senior Center
Vietnamese Community Center
Schedule of Performance
Estimate the number of ONLY unduplicated Santa Ana participants to be served by the funded program during the 12
month contract period per quarter. (Enter number of new Santa Ana Participants served each quarter. If they were
served in quarter 1 do not count them again inquarter 2 __.....
Quarter 1: July 1 - September 30
Participants
Quarter 2: October 1 - December 31
Participants
Quarter 3: January 1 - March 31
A900
Participants
Quarter 4: April 1 -June 30
Participants
Total unduplicated Santa Ana Participants to be served.
Schedule of Invoicing
Estimate the amount of grant funds to be requested during the 12 -month contract period on a quarterly basis.
Quarter 1: July 1 - September 30
$ 19;349.00
0
Quarter 2: October 1 - December 31
$ 19,349,00
Quarter 3: January 1 - March 31
$ 19,349.00
Quarter 4: April 1 -June 30
$ _19,351 00
$ 77,398.00 jTotal Grant
Exhibit A
Page 1 of 1
25D -21
Program Year 2015 -2016
Final Budget
Organization Name Community SeniorSery
Program Name Congregate and Home Delivered Meal Programs
Expenditures
Category
Expenses Funded by
Santa Ana CDBG
Expenses Funded
by Other Sources
Federal Funds _
Total Program
Budget
Total Organizational
Budget
Administrative Staff
Salaries & Benefits
$
$
804,636
$
804,636
$
1,583,381
Program Staff Salaries &
Benefits
$
$
1817,791
$
1,817,791
$
3,479,517
Contractual /Professional
Services
$
$
224,844
$
224,844
$
1,015,258
OTHER:
$
Rent, Utilities and Supplies
$
$
617,262
$
617,262
$
1,326,977
Communication Expenses
$
$
132,425
$
132,425
$
251,167
Training, Conferences,
and Dues
$
$
39,821
$
39,821
$
57,691
Insurance
$
$
66,837
$
66,837
$
128,598
Raw Food
$ 77398
$
1,547,638
$
1,625,036
$
2,609090
Other Expenses
$ -
$
58,050
$
58,050
$
1,722,153
In Kind
$ -
$
797,788
$
797,788
$
976,977
TOTAL DIRECT COSTS
$ 772398
$
6,107,092
$
6,184,490
$
13,150,809
INDIRECT COST L21.)*
$
Total
$ 77,898
$
6,107,092 1
$
6,184,490
$
13,150,809
Indirect cost rate; 10% Non - Federal entity without federaly recognized
negotiated indirect cost rate, will charge a de minimis
rate of 10% of modified total direct costs
LIST ALL OTHER PROGRAM FUNDS THAT HAVE BEEN SECURED FOR 15 -16
(Total Funds for Program must equal Total Program Budget above)
Source Amount
Santa Ana CDBG
$
77,398
Federal Funds _
$
3,837,067
State Funds
$
364,433
Other CDBG Funds
$
260,155
Safety Net Grants / Private Contributlons
$
180,468
Senior Donations
$
667,181
In Kind
$
797,788
Total Funds for the Program
$
6,184,490
Exhibit B
Page 1 of 1
2501-22
Certification Regarding
Debarment, Suspension, Ineligibility and Voluntary Exclusion
Lower Tier Covered Transactions
This certification is required by the regulations implementing Executive Order 12549, Debarment and
Suspension, 29 CFR Part 98, Section 98,510, Participants' responsibilities. The regulations were published
as Pate VII of the May 26,1988 Federal Register (pages 19160 - 19211).
(BEFORE COMPLETING CERTIFICATION, READ INSTRUCTIONS FOR CERTIFICATION -
Attached)
(1) The prospective recipient of federal assistance funds certifies, by submission of this proposal, that
neither it nor its principals are presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from participation in this transaction by any federal department or
agency.
(2) Where the prospective recipient of federal assistance funds is unable to certify to any of the
statements in this certification, such prospective participant shall attach an explanation to this
proposal.
Name and Title of Authorized Representative
Signature Date
EXHIBIT C
25 23
INSTRUCTIONS FOR CERTIFICATION
By signing and submitting this proposal, the prospective recipient of federal assistance funds is
providing the certification as set out below.
2. The certification in this clause is a material representation of fact upon which reliance was placed
when this transaction was entered into. If it is later determined that the prospective recipient of
federal assistance funds knowingly rendered an erroneous certification, in addition to other remedies
available to the Federal Government, the Department of Labor (DOL) may pursue available
remedies, including suspension and/or debarment.
The prospective recipient of federal assistance fiords shall provide immediate written notice to the
person to which this proposal is submitted if at any time the prospective recipient of federal
assistance funds learns that its certification was erroneous when submitted or has become erroneous
by reason of changed circumstances.
4. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered
transaction," "participant," "person," "primary covered transaction," "principal," "proposal," and
"voluntarily excluded," as used in this clause, have the meanings set out in the Definitions and
Coverage sections of rules implementing Executive Order 12549. You may contact the person to
which this proposal is submitted for assistance in obtaining a copy of those regulations.
5. The prospective recipient of federal assistance funds agrees by submitting this proposal that, should
the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier
covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily
excluded from participation in this covered transaction, unless authorized by the DOL.
6. The prospective recipient of federal assistance funds further agrees by submitting this proposal that
it will include the clause titled "Certification Regarding Debarment, Suspension, Ineligibility and
voluntary exclusion - Lower Tier Covered Transactions," without modification, in all lower tier
covered transactions and in all solicitations for lower tier covered transactions.
A participant in a covered transaction may rely upon a certification of a prospective participant in a
lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded
from the covered transaction, unless it knows that the certification is erroneous. A participant may
decide the method and frequency by which it determines the eligibility of its principals. Each
participant may, but is not required to check the List of Parties Excluded from Procurement or Non -
Procurement Programs.
8. Nothing contained in the foregoing shall be construed to require establishment of a system of
records in order to render in good faith the certification required by this clause. The knowledge and
information of a participant is not required to exceed that which is normally possessed by a prudent
person in the ordinary course of business dealings.
9. Except. for transactions authorized under paragraph 5 of these instructions, if a participant in a
covered transaction knowingly enters into a. lower tier covered transaction with a person who is
suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in
addition to other remedies available to the Federal Government, the DOL may pursue available
remedies, including suspension and/or debarment.
EXHIBIT C
Page 2 of 2
25D -24
Certification Regarding Lobbying
Certification for Contracts, Grants, Loans and Cooperative Agreements
The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of Congress, or
an employee of a Member of Congress in connection with the awarding of any Federal
contract, the making of any cooperative agreement, and the extension, continuation,
renewal, amendment, or modification of any Federal contact, grant, loan or cooperative
agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to
any person for influencing or attempting to influence an officer or employee of any
agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with this Federal contract, grant, loan, or cooperative
agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure
Form to Report Lobbying," in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the
award documents for all mbawards at all tiers (including subcontract, subgrants, and
contracts under grants, loans, and cooperative agreements) and that all subrecipients shall
certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed
when this transaction was made or entered into. Submission of this certification is a
prerequisite for making or entering into this transaction imposed by Section 1352, Title
31, U. S. Code. Any person who fails to file the required certification shall be subject to
a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
Grantec /Contaotor Organization Program Title
Name of Certifying Officer Signature Date
EXIJIBIT D
Page 1 of 1
25D -25
Certification Regarding Drug -Free Workplace Requirements
The certification set out below is a material representation upon which reliance is placed
by the U.S. Department of Housing and Urban Development in awarding the grant. If it
is later determined that the contractor knowingly rendered a false certification, or
otherwise violates the requirements of the Drug -Free Workplace Act, the U.S.
Department of Housing and Urban Development, in addition to any other remedies
available to the Federal Government, may take action authorized under the Drug -Free
Workplace Act.
CERTIFICATION
A. The contractor certifies that it will provide a drug -free workplace by:
(a) Publishing a statement notifying employees that the unlawful manufacture,
distribution, dispensing, possession or use of a controlled substance is
prohibited in the contractor's workplace and specifying the actions that will
be taken against employees for violation of such prohibition;
(b) Establishing a drug -free awareness program to inform employees about—
(1) The dangers of drug abuse in the workplace;
(2) The contractor's policy of maintaining a drug -free workplace;
(3) Any available drug counseling, rehabilitation, and employee
assistance program; and
(4) The penalties that may be imposed upon employees for drug abuse
violations occurring in the workplace;
(c) Making it a requirement that each employee who will be engaged in the
performance of the grant be given a copy of the statement required by
paragraph (a);
(d) Notifying the employee in the statement required by paragraph -(a) that,
as a condition of employment under the contract, the employee will -
(1) Abide by the terms of the statement; and
(2) Notify the employer of any criminal drug statute conviction for a
violation occurring in the workplace no later than five days after
such conviction.
(e) Notifying the U.S. Department of Housing and Urban Development within
ten days after receiving notice under subparagraph (d)(2) from an
employee or otherwise receiving actual notice of such conviction;
EXHIBIT E
Page 1 of 3
25D -26
(f) Taking one of the following actions, within 30 days of receiving notice
under subparagraph (d)(2), with respect to any employee who is so
convicted -
( 1) Taking appropriate personnel action against such an employee, up
to and including termination; or
(2) Requiring such employee to participate satisfactorily in a drug
abuse assistance or rehabilitation program approved for such
purposes by a Federal, State, or local health, law enforcement, or
other appropriate agency;
(g) Making a good faith effort to continue to maintain a drug -free workplace
through implementation of paragraphs (a), (b), (c), (d), (e) and (f).
B. The contractor shall insert in the space provided on the attached "Place of
Performance" form the site(s) for the performance of work to be carried out with
the grant funds (including street address, city, county, state, and zip code) the
contractor further certifies that, if it is subsequently determined that additional
sites will be used for the performance of work under the contract, it shall notify
the U.S. Department of Housing and Urban Development immediately upon the
decision to use such additional sites by submitting a revised 'Place of
Performance" form.
Organization
Authorized Signature Date
EXHIBIT E
Page 2 of 3
25D -27
PLACE OF PERFORMANCE
FOR CERTIFICATION REGARDING DRUG -FREE
WORKPLACE REQUIREMENTS
Name:
Date:
The Contractor shall insert in the space provided below the site(s) expected to be used
for the performance of work under the contract covered by the certification:
Place of Performance (include street address, city, county, state, zip code for each site):
EXHIBIT E
Page 3 of 3
2501-28