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HomeMy WebLinkAbout1990-295 , 1 RESOImION NUMBER 5"0 -..t 7.} 2 RESOImION OF THE CITY OF SAN BERNl\RDIN:> AtJ'IH)RIZIm AND DIllEC'l'Im THE 3 EXECUTION OF A CXHroNITY DEVEIDl'MENT BIDCK GRAm FUNDIm .l\GREEMENT Bm'WEEN THE CITY OF SAN BERNl\RDIN:> AND GREATER SAN BERNl\RDIN:> ARElI. SPECIAL OLYMPICS. 4 BE IT RESOLVED BY THE Ml\.YOR AND a:tHlN roUN:lIL OF THE CITY OF SAN 5 BERNl\RDIN:> AS FOLIDI9S: 6 7 8 9 10 11 12 Section 1. (a) '!he Mayor of the City of San Bernardino is hereby authorized and ected to execute, on behalf of the City, an agreement for Community Develop- t Block Grant funding with Greater San Bernardino Area Special Olympics, 'ch agreement is attached hereto as Exhibit "1", and is incorporated herein reference as though fully set forth at length. '!he agreement provides for e granting of Community Development Block Grant funds in the following amount 13 14 15 16 inded if the parties to the agreement fail to execute it within sixty (60) Section 2. (b) '!he authorizations to execute the above referenced agreement is res- 17 ixty days of the passage of this resolution. I HEREBY CERI'IFY that the foregoing resolution was duly adopted by the 18 19 yor and Cammon Council of the City of SaJ'l.~ at a /7/.&-V' ting thereof, held on the /d-tl day of (,,4'/1' 1990 by the following ote, to wit: :/ 21 20 22 III III 23 III III 24 III III 25 III III 26 III III 27 I I I 28 -05-90 1 RESOLUTION OF THE CITY OF SAN BERNARnOO AllTHDRIZDG THE EXECUTION OF A CDBG 1IGREEMENl' BETWEEN CITY AND THE GRElI.TER SAN BERNlIRDIN:l AREA SPECIAL OLYMPICS 1 2 Council Members 3 FS'l'RAD1\ 4 REILLY 5 FIDRES 6 MAUa3IEY 7 MINOR 8 IDPE-lDDIAM 9 MILLER 10 11 12 AYES t/'" m\.YS ABSTAIN i-/ j,,;// ./ .-/ ,./ v--- /Mudd- r!~::6-..J./ J!,&U/&~~ City Cl~ ffi-~7 13 C'\ The foregoing resolution is hereby approved this /;Y~y of \:\d~1f- 15 1990. v 14 16 17 18 19 proved as to fom and 20 egal content: 21 AMES F. PENMAN. ity AC 22 : 7~ 23 C 24 ab/3961 25 26 27 28 -05-90 2 (, , 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ~g!nJI!H!nl'~ THIS AGREEMENT is entered into effective as of this ;;;i day of ~'-r , 1990, at San Bernardino, California, between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "city", arrl GREATER SAN BERNARDINO AREA SPECIAL OLYMPICS, a non-profit COl11lllllI1i.ty service organization, referred to as "Subrecipient". City arrl Subrecipient agree as follows: 1. Recitals. (a) Subrecipient has requested financial assistance from City for fiscal year 1990/1991 from funds available through the Community Development Block Grant Program from the United states of America to City. (b) Subrecipient represents that the expenditures authorized by this Agreement are for valid arrl eligible COl11lllllI1i.ty development purposes, as defined in 24 CFR, Part 570 in a=rdance with federal law arrl regulations, arrl that all funds granted under this Agreement will be used for no pur- pose(s) other than those purposes specifically authorized. 'Ihe specific pur- poses arrl scope of services of this particular grant are set forth in Exhibit "A", attached hereto and incorporated into this Agreement as though fully set forth herein. (c) Subrecipient will corrply with applicable uniform administrative requirements, as described in 24 CFR, Part 570.502. (d) Subrecipient will carry out each activity, program and/or project in corrpliance with all federal laws and regulations as set forth in 24 CFR, Part 570, with the following exceptions, (i) the Subrecipient does not assume the environmental responsibilities of the Grantee as described in 24 CFR, Part 570.604, and; (ii) the Subrecipient does not assume the Grantee's re- sponsibilities for initiating the review process under Executive Order Number 7-05-90 -1- EXHIBIT "I" . . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 12372. (e) SUbrecipient will comply with the requirements set forth in the Unifonn Relocation Assistance and Real Property Acquisition Policy Act of 1970, as amended, (URA) 49 CFR, Part 24 in a=rdance with federal and regu- lations when attempting to or acquiring any building or parcel of land. SUb- recipient will be required to obtain written approval from the Director of Community Development prior to any activity taking place within the confines of URA 49 CFR, Part 24, as amended. 2. Pavments. City shall reiInburse SUbrecipient for allowable costs incurred under the scope of this Agreement and applicable federal regulations, which have not been paid for or reiInbursed in any other manner by any other agency or private source of funding. ReiInbursement shall be made on a monthly basis, with the total of all such reiInbursements not to exceed $10,000. 3. Tenn. This Agreement shall commence as of the date of execution by City and tenninate June 30, 1991. 4. Use of Funds: BuCbet: Travel Limitation. (a) The funds paid to Subrecipient shall be used by it solely for 20 the purposes set forth in Paragraph 1(b) of this Agreement, and in a=rdance 21 with the program budget submitted by Subrecipient to the City of San Bernar- 22 dino Community Development Department, a copy of which is attached to this 23 Agreement as Exhibit "B". '!his budget shall list all sources of funding for 24 the program covered by this agreement, whether from state, federal, local or 25 private sources, and shall identify which sources are paying for which speci- 26 fie portions of the program, by line-item, to the extent practicable. 27 (b) No travel expenses for out-of-state travel shall be included in 28 7-05-90 -2- . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 this program unless specifically listed in the budget as submitted and appro- ved, and all travel expenses to be funded from funds provided hereunder shall be specifically identified as travel expenses, which shall be negotiated bet- ween the City of San Bernardino Community Development Deparbnent and SUbreci- pient in the budget. /my travel expenses incurred by SUbrecipient above the budgeted amount or for out-of-state travel shall not be eligible for reim- bursement unless the prior written approval of the Director of Community De- velopment of the City of San Bernardino, or hisjher designee, has been 0b- tained. (c) FUnds shall be used for purposes authorized by the Community Development Block Grant Program on! y, and no portion of the funds granted hereby shall be used for any pw:pose(s) not specifically authorized by this Agreement. (d) Only net payroll shall be periodically reimbursed by city as an allowable cost. Reimbursement payroll shall include those hours dulyautho- rized by the appropriate authority within SUbrecipient's organization and, shall include funds actually received by payee. /my amounts withheld by Sub- recipient from an employee's paycheck for taxes, social security, or other withholding and not innnediately paid over to another entity, shall not be included as wages or expenses eligible for reimbursement as an allowable cost until such time as the withheld taxes, social security, or other withholdings are actually paid over to another entity entitled to such payment. Upon such payment and the submission of evidence of such payment to the City of San Bernardino Community Development Deparbnent, such expenses shall be regarded as an allowable cost, and the City shall reimburse SUbrecipient for such 0b- ligation. (e) SUbrecipient shall be allowed, with the prior written approval of the Community Development Deparbnent of the City of San Bernardino, to 7-05-90 -3- . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 make changes in the budget during the first three (3) quarters of the fiscal year, so long as SUbrecipient is in COIlpliance with Section "2" of this Agreement at the time of submission of the budget modification request. A variation in the itemization of =sts, as set forth in the budget submitted to city by Subrecipient, not to exceed ten percent (10%) as to any particular line item, shall be allowed provided that the prior written approval of the Director of Conununity Development of the City of San Bernardino is obtained, it being urrlerstood that the total amount of the grant shall not be varied thereby . (f) '!he parties intend that grant funds be utilized within the time period covered by this agreement, and entitlement to any funds not expended or obligated shall revert to the City. No resel:Ve for the future shall be established with the funds except as may be authorized to meet cammitments made for services provided during the period of this Agreement, but not yet paid for at the =nclusion of this Agreement. (g) SUbrecipient shall remain in COIlpliance with all state, federal and local laws prior to the receipt of any reilnbursement hereunder. '!his inCludes, but is not Imted to, all laws and regulations relative to the fonn of organization, local business licenses and any laws and regulations specific to the business and activity carried out by Subrecipient. Reim- bursement shall not be made to a Subrecipient which is not operating in 22 COIlpliance with all applicable laws. Reilnbursements may be subsequently 23 paid, at the discretion of the Director of Corrununity Development, for 24 reilnbursement costs incurred during the period when COIlpliance is achieved 25 before expiration of this Agreement. 26 5. Account:inq; Audit. 27 (a) Prior to the final payment under this Agreement, and at such 28 7-05-90 -4- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 other tilnes as may be requested by the Director of Community Development of the City of San Bernardino, Subrecipient shall submit to the Director an a=unting of the proposed and actual expenditures of all revenues from whatever source accruing to the organization for the fiscal year ending June 30, 1991. (b) Financial records shall be maintained by SUbrecipient in a=rd- ance with Generally Accepted Accounting Principles, and in a manner which pennits city to trace the expenditures of funds to source d=umentation. All books and records of Subrecipient are to be kept open for inspection at any ti1ne during the business day by the City, its officers or agents, and by any representative of the United states of America authorized to audit community development block grant programs. (c) Standards for financial management systems and financial report- ing requirements established by 24 CFR, Parts 85.20 and 85.22 shall be fully canplied with by SUbrecipient. Subrecipient acknowledges that the funds pro- vided are federal funds. (d) SUbrecipient's financial management system shall provide for accurate, current and canplete disclosure of the financial results of each program sponsored by this Agreement. It is the responsibility of Subreci- pient to adequately safeguard all assets of the program, and Subrecipient shall assure that they are used solely for authorized purposes. (e) In addition to the foregoing, SUbrecipient shall at its own expense have the City-funded portion of its program audited annually, and provide to City a copy of the audit report within sixty (60) days after receipt of the report by Subrecipient. Such audit must be performed by a Certified Public A=untant or some other independent auditor approved in advance by the City's Director of the Community Development. 6. Services Available to Residents; Monitorinq and Reoortinq ProcIrarn 7-05-90 -5- 1 Perfonnance. 2 'Ihe savices of Subrecipient shall be made available to residents and 3 inhabitants of the City of San Bernardino unless otherwise noted in Exhibit 4 "A". No person shall be denied savice because of race, color, national 5 origin, creed, sex, marital status, or physical harrlicap. Subrecipient shall 6 c:arrply with Affirmative Action guidelines in its enployment practices. Subre- 7 cipient shall also monitor the program's activities and submit written re- 8 ports quarterly, or more often if requested, to the Director of Community 9 Development of the City of San Bernardino, in accordance with 24 CFR, Part 10 85.41(c) (d), and Part 85.21. Failure to provide such quarterly performance 11 reports constitutes a violation of this Agreement. Further, the processing 12 by City of Subrecipient's requests for reiInbursement shall be halted follow- 13 ing such breach, and shall subject Subrecipient to tenporary withholding as 14 provided for in Paragraph 11 hereof. City reserves the right to waive such 15 breach, without prejudice to any other of its rights hereunder, upon a find- 16 ing by the Director of Community Development that such failure was due to 17 extraordinary circumstances and that such breach has been timely cured with- 18 out prejudice to the City. 19 7. Procurement Practices: COnflict of Interest. 20 Subrecipient shall c:arrply with procurement procedures and guidelines 21 established by 24 CFR, Part 85.36(d) (1), Subrecipient "Procurement stan- 22 dards". In addition to the specific requirements of 24 CFR, Part 85, Subre- 23 cipient shall maintain a code or standards of conduct which shall govern the 24 performance of its officers, enployees or agents in contracting with and ex- 25 pending the federal grant funds made available to Subrecipient under this 26 Agreement. Subrecipient's officers, enployees or agents shall neither soli- 27 cit nor accept gratuities, favors, or anything of monetary value from con- 28 7-05-90 -6- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 tractors or potential contractors. To the extent permi.ssable by state law, roles, and regulations, the standards adopted by SUbrecipient shall provide for penalties, sanctions or other disciplinary actions to be applied for violations of such standards by either the SUbrecipient's officers, employees or agents, or by contractors or its agents. Subrecipient shall provide a copy of the code or standards adopted to City forthwith. SUbrecipient shall undertake infornal procurement methods for purchases that do not cost =re than $25,000.00, in the aggregate, which call for price or rate quotations from an adequate number of qualified sources. The SUbrecipient shall be alert to organizational conflicts of interest or non-competitive practices among contractors which may restrict or eliminate competition or otherwise restrain trade. Subrecipient agrees to adhere to conflict of interest provisions set forth in 24 OR, Part 570.611 and to the procurement roles set forth in 24 OR, Part 85.36, in its expenditure of all funds received under this Agreement. 8. Anti-Kick Back Provisions: Eaual DnP10vment ClPPorbmitv. All contracts for construction or repair using funds provided under this Agreement shall include a provision for compliance with the Copeland "Anti-Kick Back" Act (18.U.S.C. 874) as supplemented in Department of Labor Regulations (29 CFR, Part 3). 'Ihis Act provides that each contractor or subgrantee shall be prohibited from inducing, by any means, any person emplo- yed in the construction, completion or repair of public work, to give up any part of the compensation to which he/she is otherwise entitled. Subrecipient shall report all suspected or reported violations to City. All contracts in excess of $10,000.00 entered into by Subrecipient using funds provided under this Agreement shall contain a provision requiring compliance with Equal Employment Opportunity provisions established by Executive Order Number 11246, as amended. 7-05-90 -7- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 9. Prevailinq Waqe ReclUirement. Any construction contracts awarded by SUbrecipient using funds pro- vided under this Agreement in excess of $2,000.00 shall include a provision for compliance with the Davis-Bacon Act (40.U.S.C. 276(a) to 276(a) 7) and as supplemented by the Department of labor Regulations (29 OR). Under this Act, contractors shall be required to pay wages to laborers and mechanics at a rate not less than the minimum wages specified in a wage detennination made by the Secretary of labor. In addition, contractors shall be required to pay wages not less often than once a week. SUbrecipient shall place a copy of the current prevailing wage detennination issued by the Department of labor in each solicitation and the award of a contract shall be conditioned upon the acceptance of the wage detennination. Subrecipient shall report all sus- pected or reported violations to City. 10. APProval of city of any Charqes: Use of P.l.O<.lLC'.lll Inoane. (a) city hereby requires Subrecipient to notify the City, in writing, of its intent to charge a fee for any service, the provision of which is as- sisted pursuant to this Agreement. City requires SUbrecipient to obtain the 18 prior written approval of City for any charges or fees to be charged by Sub- 19 recipient for such services, and of any rules and regulations governing the 20 provision of services hereunder. 21 (b) Program income represents gross income received by the SUbreci- 22 pient directly generated from the use of the funds provided hereunder. SUch 23 earnings include interest earned on advances and may include, but will not be 24 limited to, income from service fees, sale of CClIlIDlOdities, usage and rental 25 fees for real or personal property purchased using the funds provided by this 26 Agreement. As to such income, it shall be first applied to eligible program 27 activities, before requests for reimbursement and, in the use, shall be sub- 28 7-05-90 -8- 1 ject to all applicable provisions of this Agreement. Income not so applied 2 shall be remitted to city. Subrecipient shall remit all unspent program in- 3 come to the City within thirty (30) days subsequent to the end of the program 4 year (June 30, 1991). 5 11. TemDorarv Withholdincr. 6 The Director of Community Development of the City of San Bernardino 7 is authorized to withhold the payment of funds to Subrecipient when the Di- 8 rector detennines that any violation of this Agreement has cx::cu=ed. FUnds 9 shall be withheld until the violation is corrected to the satisfaction of the 10 Director. Subrecipient shall have the right to appeal the decision of the 11 Director to the Mayor and Cormnon Council. The sole grounds for such appeal 12 shall be that no violation of the Agreement has cx::cu=ed. Subrecipient shall 13 file such appeal within fifteen (15) days after such first notice of with- 14 holding. The Mayor and Cormnon Council shall set a date for the hearing of 15 such appeal which is within thirty (30) days following the date of filing. 12. Records Retention. 16 17 Financial records, supporting documents, statistical records, and all 18 other records pertaining to the use of the funds provided under this Agree- 19 ment shall be retained by Subrecipient for a period of three (3) years, at a minimum, and in the event of litigation, claim or audit, the records shall be 20 21 retained until all litigation, claims and audit findings involving the re- 22 cords, have been fully resolved. Records for non-expendable property ac- quired with federal funds provided under this Agreement shall be retained for 23 three (3) years after the final disposition of such property. 24 13. Property Manaoernent standards. 25 Non-expendable personal property, for the purposes of this Agreement, 26 is defined as tangible personal property purchased in whole or in part with 27 funds provided under this Agreement, which has a useful life of l1\Ore than one 28 7-05-90 -9- 1 (1) year and an acquisition cost of one-thousand dollars ($1,000.00), or more 2 per unit. Real property means land, including land inprovements, structures 3 and appurtenances thereto, excluding movable machineJ:Y and equipment. Non- 4 expendable personal property and real property purchased with or inproved by 5 funds provided under this agreement shall be subject to the property manage- 6 ment standards set forth in 24 CFR, Part 85.32. 7 14. TeI:mination for cause. 8 (a) City reserves the right to tenninate this Agreement in a=rdance 9 with 24 CFR, Part 85.43, and any and all grants and future payments under 10 this Agreement, in whole or in part, at any ti1ne before the date of COIlple- 11 tion of this Agreement whenever City determines that the SUbrecipient has 12 materially failed to COIlply with the terns and conditions of this Agreement. 13 In the event City seeks to tenninate this Agreement for cause, City shall 14 promptly notify the SUbrecipient in writing of the proposed tennination and 15 the reasons therefore, together with the proposed effective date. Subreci- 16 pient shall be given an opportunity to appear before the Mayor and Common 17 Council at the ti1ne which the Mayor and Common council are to consider such 18 recommended tennination, and shall be given a reasonable opportunity to show 19 cause why, if any exists, the Agreement should not be tenninated for cause. 20 Upon detennination by the Mayor and Common COuncil that the Agreement should 21 be tenninated for cause, notice thereof, including reasons for the detennina- 22 tien, shall promptly be mailed to the SUbrecipient, together with infonnation 23 as to the effective date of the tennination. Such notice may be given orally 24 at that hearing. The determination of the Mayor and Common COuncil as to 25 cause shall be final. 26 (b) In the event of any tennination whether for cause or for conven- 27 ience, SUbrecipient shall forthwith provide to the Conununity Development [;e- 28 7-05-90 -10- , 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 partment any and all documentation needed by the Community Development De- partment to establish a full record of all IrOnies received by Subrecipient and to document the uses of same. 15. Texmi.nation for COnvenience. City or Subrecipient nay terminate this Agreement, in a=rdance with 24 em, Part 85.44, in whole or in part provided both parties agree that the continuation of the project would not produce beneficial results commensurate with further expenditure of funds. In such event, the parties shall agree upon the termination conditions, including the effective date and, in the case of partial terminations, the portion to be terminated. The Subrecipient shall not incur new obligations for the terminated portion after the effec- tive date and shall cancel as nany outstanding obligations as possible. city shall allow Subrecipient full credit for the city's share of the non-cancell- able obligations properly incurred by the Subrecipient prior to termination. 16. Reversion of Assets. Subrecipient agrees that upon expiration of this Agreement, the Sub- recipient shall transfer to the City any and all COB:; funds not used at the ti1ne of expiration and any a=unts receivable attributable to the use of COB:; funds. Subrecipient agrees that any real property under its control, which was acquired or iInproved, in whole or in part, with COBG funds in excess of $500.00 shall either, (i) be used to meet one (1) of the three (3) national objectives as set forth in 24 em, Part 570.208 until five (5) years after expiration of the agreement or such period of ti1ne as determined appro- priate by the City, or; (ii) is disposed of in a nanner which results in the City being reimbursed in the aIrOunt of the current fair narket value of the property less any portion thereof attributable to expenditure of, or iInprove- ment to, the property by Subrecipient. Such reimbursement is not required after the period of ti1ne specified, in (i) above. 7-05-90 -11- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 17. Hold Hannless. SUbrecipient agrees to indemnify, save and hold hannless the City and its employees and agents from all liabilities and charges, expenses (includ- ing counsel fees), suits or losses, however =ing, or damages, arising or growing out of the use of or receipt of funds paid under this Agreement and all operations under this Agreement. Payments under this Agreement are made with the understanding that the City is not involved in the performance of services or other activities of the Subrecipient. SUbrecipient and its em- ployees and agents are independent contractors and not employees or agents of City. 18. 1\mendment. '!his Agreement may be amended or m:xiified only by written agreement signed by both parties, and failure on the part of either party to enforce any provision of this Agreement shall not be construed as a waiver of the right to c:orrpel enforcement of any provision or provisions. 19. Assicmment. '!his Agreement shall not be assigned by SUbrecipient without the prior written consent of City. 20. Notices. All notices herein required shall be in writing and delivered in person or sent certified mail, postage prepaid, addressed as follows: 23 As to city: 24 Director Chmnn1i.ty Developnent Dept. 25 City Hall, Fifth Floor 300 North ''1)1' street 26 San Bernardino, Calif. 92418 As to Subrecipient: Ms. Joy Barba, Director Greater San Bernardino Area special Olyn-pics 536 West 11th street San Bernardino, ell. 92410 27 28 21. Evidence of Authoritv. 7-05-90 -12- 1 SUbrecipient shall provide to City evidence in the form of a certi- 2 fied copy of minutes of the governing body of SUbrecipient, or other adequate 3 proof, that this Agreement has been approved in all its detail by the govern- 4 ing body of the Subrecipient, that the person(s) executing it are authorized 5 to act on behalf of Subrecipient, am that this Agreement is a biOOing obli- 6 gation on SUbrecipient. 7 22. certification and Assurance. 8 SUbrecipient shall comply with the program requirements attached 9 hereto as Exhibit "C" which are incorporated by reference as though fully set 1 0 forth at length am made a part of this agreement by execution of all certi- 11 fications and assurances of the CDBS program. 12 23. Entire 1lareement. 13 '!his Agreement am any document or instnIment attached hereto or re- 14 ferred to herein integrates all terms am corrlitions mentioned herein or in- 15 cidental hereto, am supercedes all negotiations am prior writing with re- 16 sped to the subject matter hereof. In the event of conflict between the 17 terms, coOOitions or provisions of this Agreement, am any such document or 18 instnIment, the terms am coOOitions of this Agreement shall prevail. 19 24. No Third Partv Beneficiaries. 20 No third party shall be deemed to have any rights hereunder against 21 any of the parties hereto as a result of this Agreement. 22 IIII 23 IIII 24 IIII 25 IIII 26 IIII 27 28 7-05-90 -13- CDBG 1\GREEMEN1' BE'l'IiEEN CITY OF SAN BERNl\RDIN:) 1\ND TIlE GREATER SAN BERNl\RDIN:) ~ SPECIAL OLYMPICS. 1 2 rn WITNFSS WHEREOF, the parties hereto have executed this agreement on 3 the day an::1 year first hereinabove written. 6 7 8 9 10 11 12 13 4 5 AT1'FSl': a~_ f)~ '-- city Clerk 14 Approved as to fonn an::1 legal content: 15 JAMES F. mlMAN, 16 City Attorney 17 18 19 20 21 22 23 24 25 26 27 28 .f' ?i0~ 7/05/90 -14- BY: BY: BY: SCOPE OF SERVICES The amount of $10,000 is requested to assist -with funding the Greater San Bernardino Area Special Olympics program. These funds -would assist our local athletes by providing funds for administrative costs. These costs include staffing expenses and administration of the program. There is only one (I) paid staff all other staffing is volunteer and/or in-kind in nature. The grant -would assist in providing city support for the program and assistance -with administrative expenses. THE FOLLOWING IS A BRIEF DESCRIPTION OF OUR LOCAL SPECIAL OLYMPICS: Special Olympics provides year-round training and athletic competition in a variety of -well-coached Olympic-type sports for mentally retarded individuals, ages 8 and up, by providing them -with continuing opportunities to develop physical fitness, prepare for entry into school and community programs, express courage, experience joy, and participate in the sharing of gifts, skills, and friendship -with their families, other Special Olympians and the Community. Our local Special Olympics program provides training and competition in Volleyball, Basketball, Softball, Aquatics, Track and Field, Powerlifting, Alpine Skiing, Nordic Skiing, Speed Skating, Figure Skating, and various other sports. For many of our athletes this is their only opportunity to develop skills in the follo-wing areas: physical fitness, social interaction, lifestyle development, leisure development. Within our program athletes have the opportunity to travel to competitions and visit other areas -within the United States. For most of our athletes this is their first opportunity to travel outside of the Greater San Bernardino area. Our Special Olympics program currently serves over 450 athletes. All of the registered athletes have disabilities. These disabilities include mental retardation and they may also have physical challenges accompanying their mental disabilities. Approximately ninety percent (90~) of these participants are from lo-w-income households. The potential for growth in our area is tremendous. Athlete participation could increase by fifty percent (50~), -with the proper funding and support, -within 2-5 years, as -would the amount and quality of local competitions and tournaments. 07/05/90 EXHIBIT "Aft The Special Olympics program is capable of improving both the beneficiary's living environment and improving economic opportunities. An increase in the Olympians self-confidence and socialization sk111s creates a positive environment in which the participants live and promotes community awareness. This awareness will in turn create a positive attitude towards and within the developmentally disabled population. The higher self-confidence and self-esteem, along with the experience and skills gained during Special Olympics training and competition, carry into jobs and daily living sk111s of our participants. This positive approach opens economic avenues for the athletes and is reflected in the workplace. The community in turn, benefits by becoming aware of the Athlete's abilities and needs. This assists with successful job placement and overall community support. The community is able to share in the true Olympics Spirit - where everyone is a winner. Special Olympics is a non-profit organization. Participation in the program does not require a membership fee or any other cost to the participants. All costs for training, competition, travel, lodging, meals, etc. are covered by the Greater San Bernardino Area Special Olympics program. We are funded entirely by fundraising, donations, and grants. '. GREATER SAN BERNARDINO AREA SPECIAL OLYMPICS INCOME STATEHENT PROJECTED BUDGET July 1, 19B9-June 30, 1990 GROSS INCOME CIRCLE OF FRIENDS MISC. -(T-SHIRTS-VOL.) DONATIONS BOWLATHON SPECIAL OLYMPICS WEEK CONCESSION STANDS SOUVENIR STANDS BOOSTER BUTTONS DONATION CANS FOUNTAIN DONATIONS CREATIVE CIRCLE FUNDRAISER 5K-10K RUN VOLLEYBALL TOURNAMENT REGISTRATION FEES COOKIE SALES PROJECTED TOTAL GROSS INCOME CARRYOVER JULY 1, 1989 PROJECTED GRAND TOTAL-AVAILABLE FUNDS 07/05/90 EXHIBIT "n" .-1- ? PROJECTED $ 2,000.00 2,000.00 15,000.00 B,OOO.OO 2,000.00 2,000.00 BOO.OO 100.00 1,000.00 1,200.00 350.00 2,000.00 600.00 B,OOO.OO 45,050.00 34,566.38 79,616.38 - " SAN BERN~RDINO/REDLANDS SPECIAL OLYMPICS EXPENSE STATEMENT PROJECTED BUDGET AREA GAMES Food: Swim Meet: Meals for 200 Cost: $1.75/person Track Meet: Meals for 1,500 Same cost Meat, buns, soda, ice, condiments, fruit, chips, charcoal, paper products, etc. Hats (24 x $2.50) T-Shirts Ribbons Helium and balloons (85% of total cost) Registration Labels & Name Tags Bowling Linage Nike Tennis Shoes P.A. Equipment Rental Festival Disc Jockey Helium and balloons (15% or total cost) Hisc. PROJECTED EXPENSES 350.00 2,625.00 2,975.00 48.00 5,500.00 200.00 450.00 100.00 -0- 200.00 325.00 6,823.00 65.00 80.00 50.00 195.00 AREA GAMES TOTAL- 8,193.00 WINTER GAl-IES Training Registration WINTER GAMES TOTAL- STATE GAMES-UCLA SUMMER GAl-1ES Misc. (Soda, etc.) Lodging ($95.00 x 40) Tube Socks Hats ($2.50 x 45) Team Pictures Area Director Lodging and Parking STATE GAMES TOTAL- INTERNATIONAL GAMES INTER. GAMES TOTAL- TRANSPORTATION Volleyball - 4 trips Area Games (Misc.) State Games Other Tournaments TRANSPORTATION -0- 360.00 360.00 35.00 2,000.00 175.00 112.50 100.00 65.00 2,487.50 3,000.00 125.00 400.00 TOTAL- 3,525.00 -2- ,. REGISTRATION FEES Other Tournaments Volleyball REGISTRATION TOTAL- VOLLEYBALL TOURNAMENT Gym Rental T-Shirts: 400 athletes and coaches 100 volunteers Miscellaneous food Trophies VOLLEYBALL TOURNMIENT TOTAL- AREA DIRECTOR'S MEETINGS Northern Meeting 3 representatives Southern Meeting 4 representatives Mileage/Misc. AREA DIRECTOR'S MEETINGS TOTAL- MISCELLANEOUS SUPPLIES AND EXPENSES San Diego Basketball Printing: Misc. Printing: Master Calendar Stationary and Envelopes Photography Sport Training Camp Volleyball Registration Fees Supplies Fairfax Volleyball Uniforms Miscellaneous MISCELLANEOUS TOTAL- FUNDRAISING EXPENSES Direct Mail Hiscellaneous Cookies Circle of Friends Printing-Bowlathon Awards Linage FUNDRAISING EXPENSES TOTAL- SPECIAL OLYMPICS WEEK Printing Envelopes Booster Buttons SPECIAL OLYMPICS WEEK TOTAL- -3- PROJECTED EXPFNr 165.00 1,700.00 -0- 50.00 50.00 1,965.00 950.00 250.00 100.00 1,300.00 100.00 120.00 125.00 225.00 -0- 1,350.00 2,500.00 450.00 -0- 250.00 5,120.00 250.00 25.00 6,000.00 -0- 85.00 150.00 400.00 6,910.00 100.00 20.00 200.00 320.00 PROJEC" ~D EXPEN&~,j " CONCESSION STANDS Volleyball Harvest Fair S.O. Track Meet Souvenirs 175.00 BOO.OO 300.00 BOO.OO 2,075.00 CONTINGENCY FUNDS 1,000.00 SUBTOTAL (33,255.50) SALARY EXPENSE 27,000.00 (26%) 7,020.00 (+) (34,020.00) (=) (67,275.50) (+) 12,340.0B Previous Fiscal Years Outstanding Expenses (- ) 8649.09 Available for FY 1990-91 (+) 3,691. 79 **prior to COBG grant (+) 10,000.00 Adjusted Total (+) 13,691. 79 -4- ~ CITY OP SAR BERNARDINO COMMUNITY DEVELOPMENT DEPARTMENT COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM REQUIREMENTS FOR SUBRECIPIENTS Prepared: February, 1989 EXHIBIT 'C' . CITY OF SAN BERNARDINO COMMUNITY DEVELOPMENT DEPARTMENT COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM Supplemental Information for subrecipient As a successful applicant of the City of San Bernardino FY 1989/1990 Community Development Block Grant (CDBG) Program, you are not only agreeing to provide the services as stated in your application, but also to abide by the CDBG Program requirements and responsibilities. To further assist you in understanding said requirements and responsibilities, the following summaries and attachments have been prepared to introduce to or update you on each item. Additionally, this instructional package will reauire your governing body designated official to read and sign his/her signature as part of the CDBG agreement. Monthlv Request for Reimbursement Deadline: Due the fifth (5th) day after end of each calen- dar month unless otherwise stated in the CDBG agreement. Include the following: a) One (1) completed Request for Reimbursement form. b) One (1) copy of all checks issued that are being reimbursed. c) One (1) copy of all bills/receipts that support check(s) issued. d) One (1) copy of all payroll check(s) that are being reim- bursed. e) One (1) copy of all check stubs, accounting ledgers, and/or other documentation that reflect gross salary and all deductions for each check(s) issued. f) One (1) page narrative describing activities undertaken during the month included for reimbursement. In response to its part of each agreement, the City agrees to pay all invoices within thirty (30) days after it receives the invoice provided the City is satisfied all expenses have been incurred within the scope of the executed agreement and that the subrecipient continues to comply with the terms and conditions of the CDBG agreement. (Generally, invoices are processed within ten (10) days of receipt of same.) The City reserves the right to defer processing of invoices and withhold payments until all required reports, statements, and/or certificates have been submitted and, where necessary, approved. 2 CDBG PROGRAM Supplemental Information a) All accounting records and evidence pertaining to all costs of each subrecipient and all documents related to the CDBG agreement shall be retained and available for three (3) years following the completion of the funded program. b) Each subrecipient agrees to allow the City of San Bernar- dino Community Development Department to audit the funded program as part of its annual audit of all CDBG funds pursuant to federal regulations set forth in Title 24 of the Code of Federal Regulations. Reports/Reportinq Requirements and Records/Record Keepinq Requirements While staff realizes that report writing and record-keeping are not the most desirable aspects of any program, it is one vehicle that provides a measure of program progress and accomplishments. Thus, all subrecipients participating in the CDBG Program are required to provide the City of San Bernardino Community Development Department with written reports of its activities on or before the tenth (loth) day of October, January, April and July of any given program year for the previous three (3) month period in addition to a final report when the agreement terminates. All reports shall include information on program activities, accomplish- ments, new program information and current program statistics on expenditures, case loads and activities of the reporting period. Each subrecipient is also required to maintain monthly records of all ethnic and racial statistics of persons and families assisted by its program(s). This monthly record shall include data on the number of low and moderate income persons and households assisted, (as determined by federal income limits), number of female-headed households, and number of senior citizens assisted. As mentioned earlier, each subrecipient is required to keep all accounting records and evidence pertaining to all costs for three (3) years following completion of the funded program. Quarterlv Reports Deadlines: October 10 -- for period covering July I, to September 30, of program year. January 10 -- for period covering October I, to December 31, of program year. 3 CDBG PROGRAM Supplemental Information April 10 -- for period covering January 1, to March 31, of program year. July 10 -- for period covering April 1 to June 30, of program year. Include the following: a) One (1) completed Activity Report (form number 802). b) One (1) competed Direct Benefit Report (form number 045(a). c) One (1) completed Contract and Subcontract Activity Report (form OMB 2506-006). (For construction projects only.) It is the responsibility of the subrecipient to prepare and submit the required reports by the above stated deadlines in order to keep City staff informed of any changes to the funded program(s). Proqrarn Monitorinq One of the city's responsibilities is to monitor each subrecipient at least once a year. Not only are the monitoring visits intended to ensure each agency's continued compliance with CDBG requirements, but also serve as an opportunity for city staff to become more knowledgeable of each agency's program(s). The monitoring visits also serve as an opportunity to provide information to other City staff, the Mayor and Common Council and other interested persons. Listed below is typical information City staff will be seeking, observations that might be made, and items we may wish to review: a) The accomplishment(s) of the program(s) to date. b) Whether or not program objectives are being met. c) That the intended client group is being served. d) The number of people on staff. e) The existence and maintenance of client files. f) Assistance City staff can provide. In addition to monitoring each agency once a year, the City of San Bernardino Community Development Department reserves the right to have its internal auditor conduct an onsite audit of the program as part of the its annual audit of all CDBG funds pursuant to Federal Regulations. 4 CDBG PROGRAM Supplemental Information Although the terms "monitoring" and "audit" may appear somewhat formidable, please be assured that your agency will be notified in advance of any request for a monitoring visit. Also, please be advised that representatives from HUD monitor the CDBG program every year. During HUD visit(s), they may wish to monitor one (1) or more of the City's subrecipients. If your agency should be selected, you will be notified in advance in order to arrange a mutually convenient time. Proqram Budqet Another required element of your CDBG agreement with the City is the program budget. Please submit an updated line item budget reflecting your approved CDBG allocation. Also, include a copy of your overall program budget with a summary of your funding source(s) and the total agency budget. The CDBG portion of your total program or agency budget should be identifiable. In past years, several agencies have raised questions regard- ing minor budget modifications or adjustments. Staff realizes that the approved budget may require minor adjust- ments during the life of the program and request that you discuss proposed changes with Community Development Depart- ment staff. Again, please be reminded that capital or non-expendable equipment is not to be purchased with CDBG funds. If you need to acquire such equipment, please discuss it with Community Development Department staff. Purchase of Personal Property or Equipment (Read section 13 of the CDBG Aqreement All tangible personal property having a useful life of more than one (1) year and an acquisition cost of three hundred dollars ($300.00) or more per unit shall be subject to the requirements of the Property Management Standards specified in 24 CFR, Part 85.32, "Common Rule". Procedures a) All equipment and property purchased in accordance with the above standards shall be identified as "Federal Property-HUD", (include your internal Identification NUmber). Identification may be achieved by tagging or engraving the property or by any method that will result in property Identification Number being permanentlv affixed. 5 ~ .. .. - CDBG Program Supplemental Information b) Maintain a separate record of all such equipment and property. Information shall include: 1. Name/Description 2. Serial Number 3. Identification Number 4. Date Purchased 5. Purchase Price 6. Condition (i.e., excellent/good/fair/poor) 7. Characteristics (i,e., color/features, etc.) 8. Physical Location (i.e., address/office/room, etc.) c) Submit an inventory listing to the City of San Bernardino Community Development Department each vear endinq June 30. Said listing is to be submitted by Julv 10 following the end of the year. The list should include all the information included in item (b). d) A written request must be submitted to the City of San Bernardino Community Development Department for any approved purchases that are not in the originally approved budget (see agreement). Written authorization must be obtained from the Community Development Department by subrecipient prior to the purchase of any equipment, whether or not said equipment was included in the agency's original budget. e) It is the responsibility of the subrecipient to maintain and repair all property and equipment purchased with CDBG funds. It is also the responsibility of the subrecipient to identify all purchased equipment and property with tags or engraving, and to supply same. Fiscal Accountinq and Audit Documentation The City of San Bernardino Community Development Department requires each agency to observe and comply with all account ing rules and audit procedures as set forth in the CDBG agreement. The following is a brief description of the most prominent requirements: a) As a participant in the City of San Bernardino CDBG Program, each subrecipient agrees to keep all funds received from the City separate from any other sources of funding. b) Each subrecipient also agrees received from the City of San with the procedures set forth and Administrative Handbook". attached. to keep records of all funds Bernardino in accordance in the "Agreement Accounting A copy of the Handbook is 6 . .. CDBG Program Supplemental Information Audits Each subrecipient shall provide the City of San Bernardino Community Development Department with an audit report, completed and signed by a Certified Public Accountant. The audit shall include all information pertinent to the CDBG funded program including any audit findings. The audit report shall be prepared and submitted to the City of San Bernardino Community Development Department as soon after the close of the year ending June 30, as is possible, or immediately after the subrecipient's regular audit is completed (whichever is first). Certification and Assurance Attached is a copy of the Certification and Assurance form to be prepared and signed by the designated governing offi- cial(s) of the subrecipient agency. This document is to be attached to the CDBG agreement and shall become part of the governing requirements. 7 '" .... . ... CITY OF SAN BERNARDINO COMMUNITY DEVELOPMENT DEPARTMENT "Certification and Assurance" (To Accompany CDBG Agreement) I, 3~,-, '\)j:\'f ~('~^9C' \]\\P (~~ \ (Name andcritle of Official) the G< ,\\ -\\.\p" (, 't' c '" ~ (", \.\v,~, '\ \ < " (Name of Agency/Organi.zation) \', , of located at "-,~)\c, l( '\~" '< '" \, .' :?~:.... i-- " :X'v" \ X'-' X ,-\ . , ((\ '10 ({ ) 0 do hereby make the following certification and assurance to accompany the Community Development Block Grant Agreement between .,c~(l,n~,-" r",r~ ("'~ ~ U /,) (name of organization) an the city of SanJBe nardino: a) certify that the information booklet for CDBG Program requirements has been read and understood; and (' I b) Assure that the b,;,h~\ \'L/' (U (name of Agency) will comply with all gove i require- ments as stipulated herewith in the performance of the CDBG Agreement. ,,\ ,) \"y i"-~ ',.'. J'::':.'l..."-. ~-< .\-..- (Signature of Official) <",)) ') ) (1 n (Dat'e) Community Development Department (Date) ELF/lab/3025 2/1989 8