HomeMy WebLinkAbout1991-07-09 - AGENDA REPORTS - SENIOR CENTER (2)AGENDA REPORT
City Manager Approval
Item to be presented y:
Raouel Garcia � j
DATE: JULY 9, 1991
SUBJECT: SENIOR CENTER
DEPARTMENT: PARKS AND RECREATION
BACKGROUND
On May 28, 1991, Council approved the submission of the City's .final statement
and proposed use of funds for the Community Development Block Grant (CDBG) for
fiscal year 1991/92 with the U.S. Housing and Urban Development Department
(HUD). The Santa Clarita Valley Senior Center was one of the Council approved
projects recommended for funding in the amount of $70,000. These funds will go
toward paying the remaining balance of the modular building of $22,709, and the
remaining $47,291 will fund senior services programs consistingof consumer
housing information, health and wellness and consumer education programs for
program year beginning -July 1, 1991 through June 30, 1992.
Although the City has complied in every way with all CDBG requirements in order
to become an entitlement city with HUD, to date the City has not received or
entered into a contractual agreement with HUD.. The City is still waiting for
its entitlement award letter, and contract; therefore, the City cannot obligate
any funds until agreement has been executed between the -City and HUD. The City
is currently working with Congressman Moorhead's congressional office in an
attempt to expedite processing of agreement. HUD will not provide an exact date
as to when the City will receive its contract; however, the City has been
informed that it would not be sooner than mid-July. The City has been informed
that other cities also face a similar situation.
City staff sees. an urgency in .executing the Senior Center Agreement for
continuance of services to seniors, although the City will not be able to be
reimbursed for general fund expenses incurred from the senior citizens center
programs prior to the execution of the agreement between the City and HUD. The
maximum. monthly reimbursable allotment for the Santa Clarita Valley Committee on
Aging Corporation for social services is $3,941. Depending on when the City
signs a.contract with HUD, the fiscal impact to the City could be all of this
amount for 'services rendered during the month of July. The City will pay a lump
sum of $22,709 for the modular building, contingent on City's authority to
obligate funds. According to CDBG regulations and HUD's concurrence, this is
deemed an eligible activity.
APPROVED
Agenda Item
City Council to direct staff to execute agreement with the Santa Clarita Valley
Committee on Aging Corporation for the provision of services to seniors through
the Senior Center for the period of July 1, 1991, through June 30, 1992.
ATTACHMENT
Senior Center Agreement
RG:mat/PRCOUNC.40
AGREEMENT BETWEEN THE CITY OF SANTA CLARITA
AND SANTA CLARITA VALLEY COMMITTEE ON.AGING CORPORATION
IMPLEMENTATION OF THE SENIOR CENTER SERVICES PROGRAM
THIS AGREEMENT is made and entered into in the City of
Santa Clarita, California, by and between the CITY OF SANTA
CLARITA, hereinafter referred to as "City and SANTA CLARITA'
VALLEY COMMITTEE ON AGING, hereinafter referred to as
"Contractor."
RECITALS
WHEREAS, the City of Santa Clarita supports the national
objective of the Housing and Community Development Act (HCDA)
of 1974, as amended, which provides for the development of
viable urban communities by providing for decent housing and a
suitable living environment and expanding economic
iopportunities, principally for persons of low and moderate
income; and
WHEREAS, City expects to enter into an Agreement with the
U.S. Housing and Urban Development Department (HUD) to execute
the City's Community Development Block Grant (CDBG) Program
under the Housing Community Development Act of 1974, as
amended, hereinafter called the "Act," and
WHEREAS, Contractor desires to participate in said program
and is qualified by' reason of experience, preparation,
organization, staffing and facilities to provide services.
NOW, THEREFORE, the parties hereto agree as follows:
1. AGREEMENT. This Agreement consists of this document
and attachments: Exhibit A, Project Description and Exhibit. B,
Budget.
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2. SCOPE OF SERVICES. Contractor is to perform all the
services set forth in the Project Description, Exhibit A to
this Agreement, a copy of which is attached hereto and
incorporated herein by this reference.
3. TIME OF PERFORMANCE. Upon execution of the Contract by
the City, said services of Contractor are to commence July 1,
1991, and shall be completed no later than June 30, 1992.,
4. AGREEMENT ADMINISTRATION. Hereinafter called "City
Project Coordinator," or his designee, shall have full
authority to act for City. in the administration of this
Agreement consistent with the provisions contained herein.
5. COMPENSATION AND METHOD OF PAYMENT. For performance -of
such services, the City will pay Contractor an amount of money
. not exceeding the sum of seventy thousand and no/100 dollars
($70,000), which payment shall. constitute full and complete
compensation for Contractor's services under this Agreement.
Of this amount, $22,709 will go toward paying off remaining
balance of modular building and the remaining $47,291. will go
directly to fund public services` programs and related program
administration expenses, as detailed in Exhibit A and B of this
Agreement. . Said compensation will be paid by the City out of
Community Development ,Block Grant (CDBG) for Fiscal Year
1991/92, except for services paid for prior to the execution of
the City's Contract with HUD. Payment of services compensated
between the execution of this Contract and the City's Agreement
with HUD will be made from City's general fund. The City will
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reimburse Contractor for preceding months expenses incurred
for social services rendered in an amount not to exceed $3,941
per month. Upon execution of Contract with HUD, the City will
pay a lump sum of $22,709 for payoff of remaining balance of
modular building. on or before the fifteenth day of each
calendar month, starting with the calendar month of August,
1991, the Contractor shall submit to the City a payment invoice
and. monthly progress report for the Contractor's previous
month's expenses and program activity. Said payment invoice
shall give the total monthly expenses owed to Contractor, and
shall also itemize the same detail conforming to the budget
required by Section 6 of this Contract. In order for payment
to be processed, invoice and reports shall be submitted with
all required information and shall be -satisfactory to the City
. for payment to be approved. After timely receipt of each
payment invoice and monthly progress report, the City will draw
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a. warrant in favor of the Contractor. The City will issue
payment according to the City's- established demand warrant
schedule and corresponding warrant deadlines; no exceptions
will be made. In the- event the Contractor exceeds allowable
monthly allotment of $3941, a written addendum to the invoice
stating the reason must be attached. Payment of additional
sums will be subject to City approval. Any funds received by
the Contractor, and not expended for expenses incurred during
the term of this Contract, shall be promptly returned to the
City upon the expiration of the term of this Agreement.
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6.. BUDGET°SECTION. No more than the amounts specified in
the Budget, Exhibit B, which is attached hereto and
incorporated herein by this reference, may be spent for the
separate cost categories without prior written approval of the
City Project Coordinator as provided in section 32 of this
Agreement.
7. EXPENDITURES. Expenditures made by Contractor in the
operation of this Agreement shall be in strict compliance and
conformity with Budget set forth in Exhibit. B, unless prior
written approval for an exception is obtained from City.
B. COMPLIANCE WITH LAWS. All parties agree to be bound by
applicable Federal, State and local laws, ordinances,
regulations, and directives as they pertain to the performance
of this Agreement.- This Agreement is subject to and
incorporates the terms of the Act; 24 Code of Federal
Regulations, Part 570, Chapter V; U.S. Office of Management and
Budget Circulars A-87, A-95, and A-102 revised as modified by
24 CFR 570.310; and Auditor -Controller Contract Accounting and
Administration Handbook.
9. INDEPENDENT CONTRACTOR. Contractor will be acting in
an independent capacity and not as an agent, employee, partner,
joint venturer, or associate of the City. The employees or
agents of Contractor shall not be deemed or construed to be the
agent.or employees of the City for any purpose whatsoever.
10: INSURANCE,. Without, limiting Contractor's
indemnification of City, Contractor. shall provide and maintain
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at its own expense during the term of this Agreement a program
of insurance satisfactory to the City's Risk Manager covering
its operations hereunder as specifically defined in the Project
Description, Exhibit A to this Agreement.
11. FAILURE TO PROC"RE INSURANCE. Failure on the part of
Contractor to procure or maintain required insurance shall
constitute a material breach of Agreement under which City may
immediately terminate this Agreement or, at its discretion,
procure or renew such insurance and pay any and all premiums in
connection therewith, and all monies so paid by City shall be .
repaid by Contractor to City upon demand or City may offset the
cost of the premiums against any monies due to Contractor from
City.
12. INDEMNIFICATION. Contractor, agrees to indemnify,
idefend, and hold harmless City, its agents, elected and
appointed officers, and employees• from and against any and all
liability, expense, including defense costs and .legal fees, and
claims for damage of any nature whatsoever, including but not
limited to, bodily injury, death, personal injury; or property
damage arising from or connected with Contractor's operations,
or.its services hereunder.
13. PROGRAM EVALUATION AND REVIEW. Contractor shall make
available for inspection its performance, financial and all
other .records pertaining to performance of this Agreement to
authorized HUD personnel, and allow the City to inspect and
monitor its facilities, program operations, and units
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completed, including the interviewing of Contractor and program
participants. Contractor agrees to submit all data that is
necessary to complete the City's Annual Grantee Performance
Report and monitor the. Contractor for program accountability,
and progress in accordance with applicable HUD requirements and
City performance goals.
14. EXPENDABLE PERSONAL PROPERTY. Expendable personal
property refers to all tangible personal property other than
nonexpendable personal property. All purchased ,expendable
property with a unit value of One Thousand Dollars ($1,000) or
more per unit must have the prior written approval of the City
Project Coordinator or his designee.
15. PURCHASE OR LEASE OF NONEXPENDABLE PROPERTY OR
. EQUIPMENT. Contractor shall obtain three (3) written
documented bids prior to purchasing or leasing any
nonexpendable personal property or equipment of Three Hundred
Dollars ($300) in unit value .as approved in the Budget, Exhibit
B. Bids shall require approval of the City Project Director
prior to purchase of lease price of over Three Hundred Dollars
($300) in unit value and having a life expectancy of more than
one (1) year shall be. properly identified and inventoried and
shall be charged at its actual price deducting all cash
discounts, rebates, and allowances received by Contractor.
This inventory shall be provided to the City upon request.
.16. ALLOWANCES FOR` LEASE OR RENTAL OF VEHICLE AND
EQUIPMENT SPACE. The City will approve space requirements
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necessary for Agreement performances, at costs .using prevailing
• area rates and space allocations.
17. ACCOUNTING. Contractor must establish and -maintain on
a .current basis an adequate accrual accounting system in
accordance with generally accepted accounting principles and
standards.
18. AFFIRMATIVE ACTION. Contractor shall make every
effort to ensure that all projects funded wholly or in part by
CDBG funds shall provide equal employment and career
advancement opportunities for minorities and women. In
addition, Contractor shall make every effort to employ
residents of the area and shall keep a record of the positions
that have been created.directly or as a result of this program.
19. CHANGES. The City may, from time to time, request
changes in the Scope of Services of Contractor to be performed
hereunder.. Such changes, including any increase or decrease in
the amount of Contractor's compensation, which are agreed upon
by and between the City and Contractor shall be incorporated
into this Agreement by written amendments..
20. CHANGES IN GRANT ALLOCATION. The - City reserves the
right to .reduce the grant allocation when the City's fiscal
monitoring indicates that Contractor's rate of expenditure will
result in unspent funds at the end of the program year.
Changes in the grant allocation done after original approval
will be incorporated into this Agreement by written amendments.
2.1. PROGRAM PUBLICITY. Contractor shall develop a
community outreach and publicity program designed to provide
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information relative to available consumer housing information,
health and wellness and consumer education program programs
under this program to potential program participants living in
the City of Santa Clarita. The community outreach and
publicity program requires prior approval of the. City Project
Coordinator.
22. JOINT FUNDING. For programs in which there are
sources of funds in addition to those identified in Exhibit B,
Contractor shall provide proof of such funding. The City shall
not pay for any services provided by Contractor which are
funded by other sources. Allrestrictions and/or requirements
provided in this Agreement relative to accounting, budgeting,
and reporting apply to the total program regardless of funding
sources.
23. ASSURANCES. Contractor hereby assures and certifies
that it has complied with the 'Act, applicable regulations,
policies, guidelines and requirements, OMB Circular A-87, A-95,
and A-102 and. that it will comply with all applicable Federal,
State and ,City laws and regulations as they relate to
acceptance and use of Federal funds for this Federally assisted
programs. Also, Contractor gives assurance and certifies with
respect to the program specified in Exhibit A that it will
comply with all the provision of 24 Code of Federal Regulations
570.307, except sections (d) and (e), which pertain to
assurances required of program applicants. Furthermore,
Contractor gives assurances and certifies that it will comply
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with the.provisions of 41 Code of Federal Regulation 60-1.4 and
24 Code of Federal Regulations 135.20 each of .which are
incorporated herein by this reference. Contractor further
assures and certifies that it will comply with any future
amendments or changes to said required assurances and that
during the term of this Agreement will maintain current copies
of said assurances at the address specified in Section 21 below.
.24. NOTICES. All notices shall be served in writing. The
Notices to Contractor shall be sent to the following address:
Program Coordinator, Santa Clarita Valley Committee on Aging
Corporation, 22900 Market Street, Santa Clarita, CA 91321..
Notices, reports and statements to the City shall be delivered
or sent to City Project Coordinator or his designee at 23920
Valencia Boulevard, Suite 300, Santa Clarita, CA 91355.
25. ASSIGNMENT. This Agreement is not assignable by
Contractor without the express written consent of the City.
Any attempt by Contractor to assign any performance of the
terms of this Agreement shall be null and void and shall
constitute a material breach of this Agreement.
26. TERMINATION AND TERMINATION COSTS*.. This Agreement may
be terminated at any time by either party upon giving' thirty
(30) days written notice. City may immediately terminate this
Agreement by written notice upon the termination,. suspension,
discontinuation or substantial reduction in CDBG funding for
the Agreement activity, or if for .any reason the timely
completion" of the work under. this Agreement is rendered
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improbable, infeasible or impossible. In such event,
Contractor shall be compensated for all services rendered and
all necessarily incurred costs performed in good faith in
accordance with the -terms of this Agreement that have not been
previously reimbursed, to the. date of said termination to the
extent CDBG funds are available.
27. FISCAL LIMITATIONS. The United States of America
through HUD in the future may place programmatic fiscal
limitation(s) on CDBG funds not presently anticipated.
Accordingly, the City reserves the right to revise this
Agreement in order to take into account actions affecting HUD
program funding. In the event of funding reduction, the City
may reduce the budget of this Agreement as a whole or as a cost
category, may limit the rate of Contractor's authority to
commit and spend funds, or' may restrict Contractor's use of
both its uncommitted and its unspent funds. Where HUD has
directed or requested the City to implement a reduction in
funding, in whole or as to cost category, with respect to
funding for this Agreement, City Project. Coordinator may act
for the City in implementing and effecting such a reduction and
in revising the Agreement for such purpose. Where City Project
Coordinator has reasonable grounds to question the fiscal
accountability, financial soundness, or compliance with this
Agreement of Contractor, City Project Coordinator may act for
the City in suspending the operation of this. Agreement or up to
Thirty (30) days upon three (3) days' written notice to
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Contractor of his intention to so act, pending an audit or
other resolution of such questions. In no event, however,
shall any revision made by the City affect expenditures and
legally binding commitments made by Contractor before it
received notice of -such revision, provided that such amounts
have been committed in good faith and are otherwise allowable
and that such commitments are, consistent with HUD cash
withdrawal guidelines.
28. USE OF FUNDS FOR ENTERTAINMENT MEAL, OR GIFTS.
Contractor certifies and agrees that it will not use funds
provided through this Agreement to pay for entertainment,
meals, or gifts.
29. CONFLICT OF INTEREST. Contractor, its agents and
employees shall comply with all. applicable Federal, State,
County, City laws and regulations governing conflict of
interest. To this end, Contractor will make available to its
subcontractors, vendors, or personal. service providers,
including. subsidiaries of the agents and employees, copies of
all applicable Federal, State, County, and City laws, and
regulations governing conflict of interest. Contractor shall
furnish to the City prior to .execution of the Agreement, a
written list of all current or proposed subgrantees/
subcontractors, vendors, or personal service providers,
including subsidiaries of .Contractor. This list should be
limited to those subgrantees/subcontractors, vendors or
personal service providers, including subsidiaries of
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Contractor, which will receive Ten Thousand Dollars ($10,000)
or more during the term of this Agreement. Such a list shall
include the names, addresses, telephone numbers, and
identification of principal party(ies) and a description of
services to be provided. During the term of this Agreement,
Contractor shall notify, the city in writing of any change in
the list of subgrantees/subcontractors, vendors, personal
service providers or subsidiaries of Contractor with fifteen
(15) days of any change.
30. DISCRIMINATION. No person shall, on the grounds of
age, race, sex, creed, color, religion, or national origin, be
excluded from participating. in, be refused the benefits of, .or
otherwise be subjected to discrimination in any activities,
programs, or employment supported by this Agreement.
31. BUDGET MODIFICATIONS. City Project Coordinator or his
designee may grant budget modifications to this Agreementfor
the movement of funds within the budget categories identified
in Exhibit.B, Budget, when such modification:
a. Do not exceed $10,000 per budget cost category;
b. Are specifically requested by Contractor;
c. Do not alter the amount of compensation with this
Agreement;
d. Will not change the project goals or scope of
services;
e. Are in the best interest of the City and Contractor
in performing the scope of services under this Agreement;
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.f. Related to salaries, are in accordance with
applicable salary ordinances or laws; and
'g. City Project Director, subject to. the restrictions
in Sections 30 and 31 may authorize reallocation of Budget line
items and other items within consumer housing information,
health and wellness and consumer education program.
32. TIME OF PERFORMANCE MODIFICATIONS. City Project
Coordinator may grant time of performance modifications to this
Agreement when such modifications:
a. In aggregate do not exceed twelve (12) calendar
months and;
b. Are specifically requested by Contractor.
33. AUDIT EXCEPTIONS BY STATE AND FEDERAL AGENCIES.
Contractor agrees that in the event the program established
• hereunder is subject to audit exceptions by appropriate State
and Federal audit agencies, it shall be responsible for
complying with such exceptions and paying the U.S. Department
of Housing and Urban Development the full amount- of City's
liability to the funding agency resulting from such audit
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exceptions.
34. AMENDMENTS: VARIATIONS. This writing with
attachments, embodies the whole of the Agreement of the parties
hereto. There are no oral agreements not contained herein.
Except as herein provided, addition or .variation of the terms
of this Agreement shall not be valid unless made in 'the form of
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a written amendment to this Agreement formally approved and
• executed by, both parties.
35. PURCHASE AND INVOICE DEADLINES. Purchase of equipment
and supplies must be completed before the last month of the
Agreement period,and all equipment and supply bills are to be
paid before the last month of this period. Invoices for all
obligations incurred under this Agreement must be submitted to
the City within sixty (60) days from when the indebtedness is
incurred or they may be subject to disallowance. Payment
invoices which have not been submitted for payment prior to the
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termination date of this Agreement, must be, forwarded to the
City with thirty (30) days after •the.Agreement termination date
or they may not be honored. Exceptions to the. preceding
limitations require prior written approval. by City Project
Director or his designee.
36. ACQUISITION OF SUPPLIES AND EO IPHENT. Following
approval by the City for necessary supplies and equipment for
Agreement performance, Contractor may purchase from a. related
agency/organization only if: (a) prior authorization is
obtained in writing from the City; (b) no more than maximum
prices or. charges are made and no less than minimum
specifications are met as provided in writing by the City; (c)
a community related benefit is derived from such Contractor
related acquisition; and (d) no conflict of interest for
private gain accrues to Contractor br its employees, agents or
officers.
37. MQNITORING AND EVALUATION. The City will monitor,
evaluate, and provide guidance to Contractor in the performance
of this Agreement. Authorized representatives of the City and
U.S. Housing and Urban Development Department shall have the
right of access to all activities and. facilities operated by
Contractor under this Agreement. Facilities include all files,
records, and other documents related to the performance of this
Agreement. Activities include attendance at staff, board of
directors, advisory committee, and advisory board meetings, and
observation of ,on-going program functions. Contractor will
insure the cooperation of its staff and board members in such
efforts. City Project Coordinator. or his designee will conduct
periodic program. progress review. These reviews will focus on
the extent to which the planned program has been implemented
and measurable goals achieved, effectiveness of program
management, and impact of the program.
38. AUDITS. Contractor program will be audited in
accordance with the City's policy and funding source
guidelines. Audits may also be conducted by Federal, or State
funding source agencies. The City or its authorized
representatives shall, at all times, have access for the
purpose of audit or inspection to any and all books, documents,
papers, records, property, and premises of Contractor.
Contractor's staff will cooperate fully with authorized
auditors when they conduct audits and examinations of program.
If indications of misappropriation or misapplication of the
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fund of this Agreement cause the City to require a special
audit, the cost of the audit will be encumbered and deducted
from this Agreement budget. Should the City subsequently
determine that the special audit was not warranted, the amount
encumbered will be restored to the Agreement budget.
39. FINANCIAL PHASE OUT PERIOD. Contractor agrees to
complete all necessary financial phase out procedures required
by the City Project Coordinator, or designee, within period of
not more that forty-five (45) calendar days from the expiration
date of this Agreement. This time period will be referred to
as the financial phase out period. The City is not liable to
provide reimbursement for any expenses or costs associated with
this Agreement after the expiration of the financial phase out
period. After the expiration of the financial- phase out
iperiod, those funds not paid to Contractor under this
Agreement, if any, may be immediately reprogrammed by City into
other eligible activities in the City. The City Project
Coordinator, or designee, shall request a final financial audit
for activities performed under this Agreement at the expiration
of.the final phase out period.
40. PERSONNEL POLICIES. City may review Contractor's
personnel policies and may make available to Contractor
personnel policies developed by pity. City personnel policies
are optional with Contractor, unless City verifies personnel
management problems during the Agreement- period, in which
instance City's Project Coordinator- may require use of City
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developed personnel practices, including use of City Personnel
• Policies, as a condition of continued funding of future
Agreement awards. Personnel policies. include, but are not
limited to, staff size and levels, salaries,
supervisory -subordinate ratios, consultant fees, fringe
benefits and other related matters.
41. NEPOTISM. Contractor shall not hire nor 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 Contractor. For the
purposes of this section, the term "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, step-parent, and
. step -child. The term "administrative capacity" means having
selection, hiring, supervisory or management responsibilities,
including serving on the governing body of Contractor.
42. RELIGIOUS AND POLITICAL ACTIVITIES. Contractor agrees
that funds under this Agreement, will be used exclusively for
performance of the work required under this Agreement, and that
no funds made available under this Agreement shall be used to
promote religious or political activities in connection with
the performance of this Agreement.
43. OUTSIDE EMPLOYMENT. In its written personnel
policies, Contractor shall include the following provisions
governing outside employment of its employees:
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. a. Such employment shall not interfere with efficient
• performance of the employee's duties in the program of this
Agreement;
b. Such employment shall not involve a conflict of
interest or. an appearance of conflict with the employee's
duties in the program of this Agreement;
c. Such employment shall not involve the performance
of duties which the employee should perform as part of his
employment in the program of this Agreement; and
d. Such employment shall not occur.. during the
employee's regular or assigned working hours. in the program of
this Agreement, unless during the entire day on which such
employment occurs, the employee is on vacation, compensatory
leave or leave without pay.
Contractor shall establish effective procedures to enforce
these provisions and must provide specific procedures regarding
outside employment of its full-time personnel whose duties are
not readily confined to. a standard work -day or work -week.
Personnel includes, but is not limited.to, Executive Directors,
neighborhood workers, and' other employees whose
responsibilities may require them to be available. for duty
during evenings or on weekends.
44. STAFF TRAVEI3. Contractor shall not incur any
expenditures for travel outside of. Los Angeles County, without
prior written approval of City.
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45.' PURCHASE AND INVOICE DEADLINES. Contractor must
purchase all administrative equipment approved in the Agreement
prior to the last four (4) months of the Agreement. All
purchase of administrative, equipmentand property must be in
the possession of Contractor prior to the last three (3) months
of the Agreement.
After City approves administrative equipment necessary for
Agreement performance, Contractor may purchase from private
vendors, provided requirement are met as specified in the Los
Angeles County Community Development Commission
Auditor -Controller's Contract Accounting and Administrative
handbook, which is on file. with the City's Finance
Administration Department, and incorporated herein by reference.
46. USE OF FUNDS. All funds approved under this Agreement
shall be used solely for costs approved in the program budget
for this Agreement. Agreement funds shall not be used as a
cash advancement, to guarantee payments for any non -program
obligations, or as loans for non -program activities. Separate
financial and program records shall be kept for each funding
source.
47. REPORTS AND RECORDS. Contractor agrees to prepare and
submit financial, program progress, monitoring, evaluation and
other reports as required by City. Contractor shall maintain,
and permit on-site inspections of, such property, personnel,
financial and other records and accounts as are 'considered
necessary by City to assure proper accounting for all Agreement
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funds. Contractor will ensure that its employees and board
members furnish such information which, in the judgement of
City representatives, may be relevant to a question of
compliance with contractual conditions with City directives, or
with the effectiveness, legality and achievements of the
program.
48. EXTENT OF AGREEMENT. This Agreement represents the
entire and integrated Agreement of the parties and supersedes
any and all prior negotiations, representations, or agreements,
either written or. oral. This Agreement may be amended only -by
written instrument signed by both parties.
Executed on this day 6f
at the City of Santa Clarita.
E
Carl
Donna Grindey
City Clerk
Clarita
1990
Approved as to form: Santa Clarita a
Committee.on Aging Corporation
Carl Newton
City. Attorney
RG:mat.1634
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EXHIBIT A Santa Clarita Vailey
Committee on Aging Corporation
PROJECTION DESCRIPTION
PURPOSE AND BENEFICIARIES
The purpose of the proposed project is to provide assistance to low
and moderate income senior citizens who are at risk of being insti-
tutionalized, also provide support services that will increase their
chances of remaining in thair homes or to help them locate the least
restrictive alternative when living arrangement must be changed and
to meet various needs'of elderly. The program will provide services
to eligible persons in the city on a first come, first serve basis.
CONTENT AND OPERATION
The Santa Clarita Valley Committee on Aging Corporation, 22900 Markat
Street Santa Clarita, California 91321, telephone number 805-259-9444
or 805-255-1588 will provide, under the supervision of City of Santa
Clarita, all labor, equipment, supplies, administrative support,
community, outreach and determination of eligibility of program par-
ticipation and documentation necessary for implementation of a
"senior center services" program.
The program will focus on two major areas: Consumer Housing Information,
Health and Wellness and Consumer Education programs. The programs
will promote dignity, understanding, and a more supportive social
environment through support groups and community education to eligible
participants.
An "eligible participant" is -defined as a household consisting of one
or more persons who occupy a single family home or apartment where
the household income does not exceed the low to moderate income limits
established by the United States Department of Housing and Urban
Development. At that time eligibility for participation is determined.
Applicants may participate in the program year round.
The following activities will be included in the scope of services
provided by Santa Clarita Valley Committee on Aging Corporation under
contract to the City of Santa Clarita.
A. COMMUNITY OUTREACH
A marketing program will -be designed to provide awareness
of the program in community groups where members may be
potential program participants. Flyers, press releases,
and similar written materials will be prepared and
distributed.
B.-- SCREENING PARTICIPANTS
Potential participants who make inquires will be counseled
to the extent of services which can be offered or performed,
advised of eligibility requirements, and applicati.on and
all other pertinent procedures.
PQ. 1
The following services will be provided:
• A. CONSUMER HOUSING INFORMATION
1. Consumer Contacts: Consumer Housing Information and senior
services will assist low to moderate income senior citizens
and younger adults, disabled persons, who are looking for
suitable living environment. The project will identify;
by demographic assessment and strategic planning, specific
data that will provide housing referrals and client comm-
unity resources.
2. Comprehensive Assessments: Will be done on those clients
havtng.multiple and complex needs. The assessment would
collect information about a client, determine the necessary
supportive services to meet their needs, and arrange for
clients to receive the benefits of these supportive services.
° Advocacy
° Forms Completion
° Information &.Referral (other than Housing)
° Financial Counseling
Housing Manual: A guide to local Housing Resources for
older persons will be updated by the Santa Clarita Senior
Center.
4. Gerontolo ical Training: An educational seminar focusing
on geron o ogical issues will be coordinated by the Santa
Clarita senior Center and be made available to employees
and managers of H.U.D.. buildings and other housing projects
where seniors and disabled persons reside.
B. HEALTH AND WELLNESS/CONSUMER EDUCATION
1• Health & Wellness: Community education throughlectures
and traini—F-9--w-17T also increase the level of information,
especially on physical and mental health issues as well as
strengthen decision making skills.-
2...
kills:2.• Health Screenin Professional blood pressure screenings
wt be provided weekly to assist older persons to identify
and understand their health needs in order to maintain or
improve physical health.
3. Exercise: A variety of excerise classes are being offered
Tor the frail elderly to provide optimal mental and physical
well being.
.4. Support Groups: Continuation of the successful Widowed and
Divorced program for low/moderate income individuals.who are
otherwise unable to access professional bereavement programs
and an After Stroke group for both the'victims and the care-
giver.
Pg. 2
4. Support Groups (continued) Peer Counselors and staff will
facilitate support groups to seniors living in subsidized
• housing oriented to empowering the senior to act as an
advocate in his/her own behalf in matters of personal health
and social concerns other groups provide programs that all-
elivate loneliness by ;roviding socialization and building
self-esteem.
5. Health Fair. and Flu Clinic: The Santa Clarita Valley Senior
Center will coordinate with the local American Red Cross to
provide an annual Health Fair and Flu Clinic. The Health
Fair will provide health education and screenings to the
community. The goal of this program is to acquaint partic-
ipants with the concept of life style choices and habits that
affect their health status, and encourage personal respons-
ibility for health through positive health. behaviors. The
Flu Clinic provides preventive health by providing free
immunizations to the senior citizen and disabled persons
who are most at risk of getting the flu.
6. In -Service Training: In-service t~aining provides staff,and
peer counselors, and Housing Information Volunteers with
two (2) training sessions per month on variety of consumer
and health issues pretaining to senior citizens.
7. Consumer Education Seminars: Will provide information to
seniors, and their families, helping them to develop strat
egies. to maximize existing housing resources and access
support services that would allow the senior to remain at
home safely, as well as, being an educated and informed con-
sumer.
C. PROCUREMENT OF SERVICES:
Procurement of services provided by persons who are not
employees of Contractor shall be.approved in advance by the
city and shall conform to the requirements of Attachment 0
of OMB Circular A-102 and Circular A-122. 'A minimum of three
written bids shall be solicited with the service agreement
awarded to the lowest responsible bidder. Copies of all
related documentation in the procurement of outside service
shall be transmitted promptly to the City.
D. DOCUMENTATION OF REPORTS:
Detailed records will be kept on"each client served, noting
name of beneficiary, address, census tract, type of services
provided. Employee records will be maintained, including
hours worked and rate ofpay.
On a monthly basis, the Contractor will provide performance
reports and a monthly account of actual expenditures for
personnel, travel, space, equipment/supplies, and any other
expenditures, and accompanied by any other appropriate
expenditures documentation, as required by the U.S. Housing
and Urban Development Department (HUD) and the City.
• Pg. 3 -
a
0
Santa Clarita Valley
Committee on Aging Corporate
Agency Name
TARGET POPULATION
1. Completethe items below concerning the 60+ population characteristics
of each community in the service area.
SERVICE AREA: Santa Clarita Valley
POPULATION
a
# of Persons 60r
( Acre 60+
CHARACTERISTICS
in Service Area
It UnduplicaFe-1,to
be Served
AI/AN (American Indian/
Alaskan Native)
I 30
3
A/PI (Asian Pacific Islander)
I 28
3
B (Black)
128
3
H -(Hispanic)
I 92
18
W (White)
8742 I
423
TOTAL
I
9020
450
LOW INCOME
2689 :
270
NOTE: 'Unduplicated' is the number of different persons to be served
�. one time during the contract year.
Page Ne, 4
0
SERVICES
WORK MEASUREMENT
CONSUMER HOUSING INFORMATION
- Consumer Contacts
- Manual (annual up -date - one time only)
- Apartment Manager Training (one time.only)
1 session
- Comprehensive Assessment
includes: Advocacy
Forms Completion
Information•& Referrals
Financial Counseling
HEALTH & WELLNESS/CONSUMER EDUCATION
HEALTH & WELLNESS:
...Lectures (2 p/month)/Classes
...Blood Pressure Checks
Santa Clarita Valley
Committee on Aging Corporation
Agency Name
Units l Units'l UNIT OF MEASURI24EN7
216 18 Persons
1 -- 1 manual up-dat
20 -- Persons
240 20 Persons
480 40 1 Persons -
600 50 Persons
- Exercise
2000
167
Persons
includes Sit -N -8 -Fit
- Support Groups
960
80
Persons
includes Stroke Group
Loss/Peer Counseling Groups
Psycological Support Group
- Health Fair (one time only)
200
--
Persons
includes Health Education & Screening
Folow-up
- Flu Shots Clinic (one time only)
"100
--
Persons
HOUSING INFORMATION VOLUNTEERS:
Staff/Peer Counselor In -Service
20
Persons
Training 2/Month
2
Sessions
Consumer Education
100
--
Persons
Lectures 5/Year
e,
ro
00
I�
Santa Clerics Valle/ Senior Canter
Organlratloa Chert
Mut itio,
Pc gree
Ceot[al _ _ Food Se[u.
Otetaq Serve � Director
MartPark [Stchee
Sits Mgr.
SANTA CLARITA VALLEY
COMMITTEE ON AGING, CORP.
_ E-ec-tive
Cou ncll Director
Yoluoteer sau- -ease Ac[Lltiea
Coordlna[or Eld er 11/M nditapped Coordinator
1kiLrt�a $yodel
man
y Protect
I Msaager
Food Serve.
Heed Cook Fml1 Yal Verde
Orchard Arae Drlrer
Site Mgr.
Vr
Drivers
CYn. PatcF
Sita Mgr. Assistant.
Gook /1 Volunteer
Merl Packers
Custodies Assistant IRNI
Cooke /2 A / Packer/Driver
Dleveaher Rover
Il 8 12
I Rev. 5/91
D r A r e r a
JStaclsticlan _ _ _ _ _ Oiflm M.vpv/
AcwunLent
Supporti a Services
swp nim Serva.
Director Secretary
NmIH,/141Lr�
Respite Coordinator Act ounting
Supervisor Clerk
Case
Respite 4Ysker Ya rker
11 d 12
Telephone
Rec eptlonls[
IDM
Ysl. Peer Assessor
Counselors
Clerk
TYplst
Graduate
Telone Intern 11
Rammmsace
'k/
Counter
Graduate
NOVA Intake Intern 12
lYorker
LJ rYa
CIIISS
Yol witcera
E
.c a.Clarito Faller
Commitee on Aging, Corp.
STAFF DUTY STATEMENT Agency Name
(Complete one for each job category)
Job Titler.'tkl 11t'1
(Use same title throughout application) (No. of Positions)
Hours per week Ott
Supervised by Whom (Job Title; BOARD OF DIRECTORS - COMMITTEE ON .AGING CORP
Requirements for -Position: '
1. B.A. Degree in social service, public administration, gerontology or related
field and minimum of three years supervisory or managerial e.�perience in an
agency.
2. Knowledge of the Aging Network and community based services for the elderly
3. ,Ability to work effectively with volunteer boards and advisory councils.
4. :Ability to develop positive relations with other agencies.
5. .ability to plan, monitor and evaluate budgets
6. .Ability to motivate and manage people
7. .Ability to plan, organize and implement programs suitable for fulfillment
.of ,the agency's mission.,
Job Duties:
I. Responsible for planning and overall administration of the full scope of
programs being provided by the Santa Clarita Valley Committee on Aging
Corporation.
2. Develops programs and makes iedommendations to the Board that will further
the organizations mission, goals and -objectives in such a manner that
optimum results are achieved in relation to the resources of the agency.
3. Ensures implementation of policies adopted by the Board, and has chief
administrative responsibility for the public accountability of the agency.
4. Responsible for thee-xecution of all contracts for service
5. Prepares agency budgets in concert with the budget/finance committee and
is responsible for co„trol once approved.
6. Directs financial operations of the funded programs under the direction of
the Chief Financial Officer.
7. Supervises and directs the Food Service :tanager, Supportive Service Director,
Paratransit/Senior Center/Activities Director, and the Administrative
Services staff
8. Provides overall control and direction for the personnel function of the
agency, including active participation in or approval of personnel
9. Evaluates the services being provided by the agency in relation to changing
demographic needs, policies of the Area Agency on Aging and other funding
sources, and according to recognized standards for services to the elderly.
10. Develops and recommends to the Board of Directors programs and services
11. Maintaining involvement in the Aging Network and Gerontological organizations
12. Recommends modifications in services where appropriate
13. Maintains community contact and develop a positive public image of the
agency -in community affairs and with funding agencies.
Page No. 7
1 of 2
I \I ( U II\"I' 1111, 1'I'n Il
u
Pg* ' 8
2of2
1
14•\'i 1J1\, ,111 .11111."prldli it`mlLUlll l\' 1111 Orilla tl ill Jild pUbllr
rYlJllUnti of I Jrl
1``.
)1,1111 L,I1119 C(f it'Liv t' ili 2,,t rc1JL1O1is of lurLS.
16.
Works with the - Advisory Council as the agencv's primary
advocacy body and
in compliance with .area Agency on Aging regulations.
17.
Acts as the agency's spokes person, interpreting the agency function and
position to other agencies, public officials, Elle media
and general public.
lb.
Attends all Beard meetings, provides staff support when
required, and
administers an orientation and training program for the
Board, Staff, and
the Advisory Council.
u
Pg* ' 8
2of2
Santa Clsrita Valley
Committee on Aging, Corp
Agent11aae
STAFF DUT7 STATEMENT ,
(Complete one for each job category)
Job Title:_ CF RFTAR}'
(Use same title throughout application) (NO. of Positions)
flours per week ,0
Supervised by Mhom (Job Title: EXECUTIVE DIRECTOR
Requirements for Position:
1. Ability to analyze and organize tasks to be done
2. File and maintain filing system
3. Type 50 wpm
4. Take direction
5. Work with a minimum of supervision
6. Do minimum amount of volunteer supervision
7. Work with the elderly
8. Must be bondable
0 Job Duties:
11
I. Works cooperatively with Executive Director
and all all administrative staff
2. Keep pertinent typing up to.date as required and correspondence
3. Keep assigned filing up to date
4. Assist in supervision of office volunteers as requested.
5. Assist with Executive Director's scheduling ,and CoA Board work flow
6. Attend.staff meetings as required
7. Learn and carry out policies and procedures of the Area Agencg.on.Aging
and Committee on Agiig Corporation
8. Must be flexible and adaptable
9. Other minor duties as requested'
Page No. 9
_a Clarity Valley
Committee on Aging, Corp.
STAFF DUTY STATEMENT Agency Name
(Complete one for each ,fob category)
Job Title: !;1*A11srirt.%%'
(use same• title throughout application) (No, of Positions)
Hours per week 40
Supervised by Whom (Job Title: ESECBTIVE DIRECTOR
Requirements for Position:
1. Ability to type 40 wpm and produce statistics and date neatly and accurateiv
Z. Ability to use 10 kev calcaluator and some knowledge or willingness to learn
Word Processor and Data Base computer programs.
3. Ability to produce neat, legible reports
4. Ability to analyze and organize a task with limited instructions and follow
through to completion
5. ability to plan work to meet schedules and deadlines
6, ability to work and get along with others — must be flexible and adaptable'
7. Valid Calif. Class III Driver's License good driving record and able
to meet all insurance requirements
8. Must be bondable
Job Duties:
1. Record and compile statistics for weekly and monthly reports on all program
catagories.
2. Prepare and submit timely monthly reports to all funding sources.
3. Prepare and submit a monthly year-to-date summary report on all contract and
actual data in all program categories for presentation of services provided.
4. Record and maintain all statistical data for all previous and. present funding
years in an organized system for quick reference.
5. Design master forms for the development or improvement: of record keeping for
all program categories.
6. Organize and maintain filing system for all funding year contracts/agreements/
compliance documents/insurance policies, etc.
7. Process, record, and maintain participants intakes records and transfer data
to computer data base for submitting timely reports to funding sources"
8. Work'with accountant and clerk on all aspects of documentation
9. assist with proposal' preparation.
10. Coordinate the administration work flow to assure accurate and timely completion
and submittal:
11. Order and maintain all office supplies needed for all program categories.
12. atteztd staff meetings and in-service training as required.
13. Other minor duties as requested.
0 Page No. 10
Santa Clarita valley
Comrtiittee on Aging Corp.
Agency Name
S'I'AF'f' U11'i'Y S'1'A'Pl:HE•'N'1'
(Complete one for each job category)
Job Title: Office Manager/Accountant
(Use same title throughout application (No. of Positions)
Hours per week 40
Supervised by Whom (Job Title• Executive Director
Requirements for Position:
:. .�La Degree in accounting with conputar training and experience including
Lotus 1, 2, 3.
2. Minimum of three (3) years experience in supervisory accounting position.
3. Knowledge of government accounting and fund accounting principles.
4. Ability to analyze fiscal problems and procedures.
5. Ability towork with agency management.personnel to develop budget, cost
control measures, and unit pricing.
6. Ability to meet insurance requirements.
7. Must be able to follow through tasks to completion and submit reports on time.
8• ability to work cooperatively, confidentially and creatively with agency
staff.
9. Must be bondable.
Job Duties:
1. Organizeand implement statistical reporting system.
2. Monitor all reporting procedures.
3. Full charge bookkeeping — manual and computer.
4. Process all AAA statistical and financial reports in a timely manner
5. Prepare CDBG monthly reports, M2 111—B quarterly reports, #151 AAA monthly
reports.
6. Preparation of all budgets, revisions, and closeout reports.
7,. Works cooperatively with Executive Director, the Chief Fiscal Officer of the
Board of Directors, and the AAA fiscal consultants.
8. Preparation of quarterly payroll tax report and year end DC3 and Federal 940.
9. Supervise and instruct admisnistrative staff.
10. Attend staff meetings and training as required.
11. Other duties as needed.
Page No. 11
0
nta Clarfte Valley
.ommittee on Aging, Corp,
STAFF DUTY STATEMENT Agency Name
(Complete one for each Job category)
Job Title: Acrountln4 Cli
(Use same title thri
Hours per week 20
Supervised by Whom (Job Title:
Requirements for Position:
t a
Office Manager/Accountant
1. Ability to analyze and organize tasks to be done.
2. File and maintain filing system•
3. ability co work on computer•
4. Background in bookkeeping.
5. Work with a minimum amount of supervision.
6. :fust be bondable.
Job Duties:
1. Works cooperatively with Accountant.
2. Keep filing up to date.
3. Prepare weekly time sheets and distribute to supervisors.
4. Enter payroll hours on computer and payroll checks.
5. Enter accounts payable on computer and run checks.
6. Enter other data as needed on computer.
7. :fust be flexible and adaptable.
S. Attend staff'meetings as required.
9. Relief - Counting money and make deposits.
10. Do weekly paratransit paper work.
11. Relieve as receptionist.
12. Other minor duties as requested.
Page No. 12
ons
SANTA CLAR1TA VA: LEN'
('n?CIITTFF ON .ACI:a
geney Name
STAFF DUTY S7ATEMENT
(Complete one for for each job category)
Job Title: CLERK COUNTER
(Use same title throughout app ication) (No. of Positions
Hours per week 10
Supervised by Whom (Job Title): Office Manager/Accountant
Requirements for Position:
1. Be able to use 10 -Key Touch.
2. Ability to count money accurately.
3. Ability to record money amounts accurately
4. Work with a minimum amount of supervision.
S. Must meet insurance requirements to be bondable.
i
Job Duties:
1. Count money in afternoon for about two (2) hours.
2. - You should have monies from Sites, Transportation, HD`:, Supportive Services,
Exercise, General accounts, Trips and Tours.
3. Make deposit slips and make sure that somebody other than yourself takes
deposit to bank.
Page No. 13
r1
U
►_J
Santa Clarita Valley
Committee on Aging Corporation
gency Name
STAFF DUTY STATElOEliT
(Complete one for for eacn job category)
Jab Title: Supportive Services Director
(Use same title througnout Application) No. of POsitions)
Hours per week .40
Supervised by Whom (Job Title): Executive Director
Requirements for Position:
11
2.
Bachelor's Degree in Social Services or Gerontolog
Experience In Gerontology and Social Welfare
3.
systeis.
Experience in administration and supervision.
4.'
Experience in implementation of services for the elderly.
5.
Ability to interview, counsel, and relate to older people, and assess
their needs.
6.
Ability to work well in a nonprofit organization and to relate well with
older adults as clients and co-workers.
JOB
DUTIES:
1.
Analyze job duties, tasks, and performance of all staff and volunteers
Within the Department.
2.
Interview clients with multiple needs at the Center or at home to collect
information necessary to determine the most appropriate supportive services
to•meet those needs. (Comprehensive Assessments).
3.
Interfaces with other community organisations as requested.
4.
Works cooperately with the Executive Director to organize/reorganize a
coordinated and effective work plan for all Supportive Services offered
by the Center.
S.
Coordinates Case Management.
6.
Coordinates and supervises Peer Counseling and In=Home Visits.
7.
Coordinates and supervises the Telephone Reassurance program.
8.
Coordinates and supervises the C.H.I.S.S. (housing information volunteers).
.9.
Maintains statistical intake records according to the requirements of
L.A. County Area Agency on Aging and'SCV Committee on Aging.
10. ,
Supervises date collection from .all staff and volunteer members of
supportive services team.
ll.
Maintains files and prepares accurate and timely program reports.
12.
Reports to the Executive Director.
. .
13.
14.
Attends staff meetings and other In -Service training as required.
'Perfurm� otner related duties as required.
pg. 14 .
0
Santa Clarita valley
Committee on Aging Corporation
Agency Name
STAFF DUTY STATE?,M
(Complete one for for eac7 job category)
Job Title: Health and wellness Coordinator
(Use same tit e.througnout application) (No, ar Positions
Hours per week 24
Supervised by Whom (Job Title): Social Services Director
Requirements for Position:
1. Graduate Degree in social work or equivalent preferred.
2. Experience in Gerontology and Social Welfare systems.
3. Ability to interview, counsel, and relate to older people and their
families and to assess their needs.
4. Ability to work well in 'a -nonprofit organization and to relate well
with older adults as clients and co-workers.
5. Experience in implementation of services for the elderly.
6. Ability to carry out procedures set down by the Area Agency on Aging
and the SCV Committee on Aging.
Job Duties:
1. Plans, organizes, and facilitates support•groups.
2. Provides Case Management for elderly clients with multipieneeds.
Complete comprehensive assessments, develop care plans, authorize and
Arrange appropriate services, and monitor client's progress.
3. Plans and implements Health and Wellness lectures/programs.
4. Recruits and supervises social work/gerontology interns.
5. Coordinates and supervises respite registry.
6. Interfaces with other community organizations as requested.
7. Attends staff meetings and other IN -Service training as required.
8. Maintains•files and prepare accurate and timely reports.
9. Perform related duties as required.
page No.15
1 of 2
11111 TITI.I.: HEALTH X WELLNESS COORDINATOR
0 NJ:. a III,I NI I'T.,; ,ll II..1!'IIV!:
J. Graduate I)tgl,.r� In social lurk 01-. ec4u1V,Ilcnl in I. It'[ ILd.
I.kpuricnce in Gerontology and Social welfare systoms,
1• ability to inLervIuw
Lo ass r 1-�llnSel. and rr'l.lh• Irl .1.IU,'�ry l., yep thn.r I.,�eni Ir ..c nn
c,;s their nec�3s,
1J)"I ty to work well in a non-profit Of E1,3111 Ion and to relate cell with older
.Idults us clients and co-workers.
5• Cxperience in implementation of services for the elderly.
6. Ability to carry out procedures set down by the Area Agency On Aging, and SCV
Ccmnittee On Aging.
J013 DUTIES:
1'- Plans, organizes, and facilitates support groups.
2- Provides Case Management for elderly clients with multple needs, complete compre-
hensive assessments, develop care plans, authorize and arrange appropriate services
and monitor client's progress.
3• Plans and implements Health and Wellness lectures/program.
4- Recruits and supervises social work/gerontology interns.
5- Coordinates and supervises respite registrar.
6. Interfaces with other community organization's as requested.
7• Attends staff meetings and other In -Service. training as required.
8. Maintain files and prepare accurate and timlely reports.
9- Perform related duties as required.
Pg.
16
0 2of2
Santa Clarita Valley
Committee on Aging Corporati
• STAFF DUTY S'fATEHENT Agency Name
(Complete one for each job category)
Job Title: Case Worker
(Use same title throughout application (No. of Positions)
Hours per week 30
Supervised by Whom (Job Title: Social Services Director
Requirements for Position:
1. Knowledge of the unique problems and needs of the elderly.
2. Ability to access the needs of the frail elderly, and develop and implement
care plans to meet their needs.
3. Ability to identify & coordinate local resources.
4. Ability to maintain current and accurate records.
5. Ability to work well with others including staff, volunteers, clients and families
6. Must have a thorough knowledge of supportive services.
7. Must have a combination of education and experience in the human service
-
field preferred.
8 . Valid Cafif. driver's license, possession of a reliable transportation vehicle
and proof of current insurance coverage.
Job Duties:
1. Assists in providing Case Management to elderly clients with multiple needs.
Complete comprehensive assessments, develop care plans, authorize and arrange
• appropriate services, and monitor clients progress under the supervision of
the Social Services Director.
2. Makes in-home visits and assessments as needed.
3. Maintains files and prepares accurate and timely reports.
4. Attends staff meetings and other In -Service training as required.
5. Perform related duties as required.
17
Page No.
Santa Clarita Valley
Committee on Aging, Corp.
Agency Name
STAFF DUTY STATEMENT
(Complete one for each job category)
Job Title: Telephone Receptionist
(Use same -title throughout application) (No.: of Positions)
Hours per week 40
Supervised by Whom (Job Title:
Requirements for Position:
1. Ability to analyze and organize tasks to be done.
2. Must have good hearing.
3. Must be, personable and be able to represent the agency well.
4. Type 50 words per minute.
5. Take direction.
6. Work with a minimun amount of supervision.
7. Do minimum amount of volunteer supervision.
8. Must be bondable.
. Job Duties:
1. Works cooperatively with Senior Center Director and all administrative staff.
2. Keep pertinent typing up to date as required.
3. Answers the telephone for the agency.
4. Keep assigned filing up to date.
5. Assist in supervision of office volunteers as requested.
6. Assist with office scheduling.
7. Learn andcarryout policies and procedures of the Area Agency on Aging and
Committee on Aging.
8. Must be flexible and adaptable.
9. Attend staff meetings as required.
10. Other minor duties as requested.
•
18
Page No..
Job
Duties:
Cr-vittee on Aging, Corp.
1.
Sets up for activities, after receiving setup schedule from Senior
Al, .cy Name
Director
STAFF DUTY STATEMENT
2.
Cleans, sweeps and mops the rile floors
(Complete one for each Job category)
aJob
Vacuums rugs and carpets
Title: ����STnn1AN
4.
Dusts, cleans and polishes furniture and furnishings
(Use same title throughout application) (No. of Positions)
S.
Hours per week 40
Supervised by whom (Job Title- SITE MANAUERS SUPERVISOR
Washes walls, ceilings and high light fixtures working on ladders
Requirements for Position:
7.
1.
Some custodian experience -
8-
2.
Ability to keep accurate and timely reports
3•
ASilicyto learn and carry out policy and procedures as set down by Area
9.
Replenishes toilet room supplies
Agency on Aging, Health Department and Committee on Aging
10.
4.
Ability to relate well to seniors
5.
Valid California Class III Driver's License
11.
6.
Must have good driving record
12.
7.
Must be 25 years of age or older
8.
Ability to meet insurance carriers requirements
13.
9.
Able to read and write English
Job
Duties:
1.
Sets up for activities, after receiving setup schedule from Senior
Center
Director
2.
Cleans, sweeps and mops the rile floors
3.
Vacuums rugs and carpets
4.
Dusts, cleans and polishes furniture and furnishings
S.
Washes door -glass, mirrors and windows
6.
Washes walls, ceilings and high light fixtures working on ladders
7.
Polishes metal work
8-
Cleans, 'disinf ects cabinets, washbowls and toilet room fixtures and'other
equipment
9.
Replenishes toilet room supplies
10.
!loves furniture and heavy equipment in connection with cleaning or
rearranging
Center space
11.
Inventories janitorial supplies monthly
12.
Routinely do deep cleaning tasks.by following a regular schedul.e which
ensures
that all of the facility will be throughly cleaned perodically '
13.
Storks cooperatively with other staff members to ensure a clean and
safe facility
14.
Secures the building at night
15.
Attends staff meetings and In-service training as required
16.
Other minor duties as required
Page No. 15
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I•
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I0
sanl.t Clurrta 1'al3rt
Commlttec al, Ap1nF Corpolattc
Sency Name -
VOLUNIIIR OUTY SIAIEMCNI
;;o Peer Counselor Yours per
No. of Posittcns 10 Week 40
Job Duties:
1..
ICiil
recardless
respond to al: assiCned requests on
of
behalf of se-:_or•citi.ens (age oG-)
2•
rill
race, ethnicity, creed. er
previdr advroca infor'-ration
means.
3-
gill
q' and/or
fellow up neighbor, family, friend,
referral resources.
or
an ailing or disabled senior.
co=unity agency concerns for
»-
5•
Will
mill
maintain accurate legal records of all sen ices rendered.
attend 1.•ednesday supervision..
6.
7.
::ill
Vill
maintain a personal resources guide
whose information is current.
report to Social Service Supervisor.
Pg. 20
Agcoa y Name
VOLUNTEER DUTY SIATEMENT
4
H()usinFl Information Specialist
Housing 'Information ,Specialists provide information to older consumers
about housing options and services that are available in their commu-
nities. Responsibilities include the following:
...Training in housing and housing -related service options, listening
skills and methods of imparting information.
...Working with the.local CHISS Sponsor in liaison activities and
in matching consumers with HIVs.
...Keeping abreast of new developments in housing and finance options
in their community.
...Meeting with older consumers on a one-on-one basis to provide in-
formation that will help them with decisions about their housing
situations.
...Completing a reporting form following each contact with an older
consumer.
r� ...Provide impartial and accurate information and referral to older
consumers.
Responsible for responding to and registering all requests for senior
housing information. Responsible for maintaining a current roster
of general information addressing all senior -housing -issues. Each
response requires complete documentation as set forth by the lead
agency,
Pg.
21
� 1
u
I
SANTA CLAr;ilA VALLEY
COMP;ITTEE ON AGING CORPORATION
AGENCY NAME
VOLUNTEER DDYY STATEMENT
Consumer Housing Information Services for Seniors (CHISS)
CUORDINATOR:
The CHISS Coordinator has successfully completed the 40 hours peer counselor train-
ing program, and has additional senior housing knowledge which is utilized to
assist the Executive Director -in the planning and administration of the CHISS
program.
I. Organizing consumer education programs. ,
2. Setting up coalition meetings.
3. Planning and implementation of. facility, managers training.
4. Researching complex housing questions for other volunteers.
S. Collecting and dissemination of data and information related to in
the housing supply for low income elderly and handicapped residents.
22
Pg. --
0
EXHIBIT B
Cb" MliITY-DEVELOP __uE.I ' BLOCK Gr'..1:7T
H E V I E N AN V
CDBG
it a
IProject i's ca ervicesna st
Y atb
22900 Market Street
ddress lContractS pecia istate a --
Newhall, Ca 91321
Operating gency IMounting Officer rat ee
SCV Committee on Aging Corp.
duress
Grant Period: July 1. 1991 to June 30, 1992
Cost categories
Total Cost
CDBG
Other
ATY
PROJECTS
Personnel
28097
28097
Empioyee
Benefits
4474
4474
Consultants
b Contracts
6100
6100
I
Travel /Traininq
2766
2766
S,
22709
22709
suma e
I
lies
21682168
quipment
;r
Rent/Purchase
Other
3686
3686
I
I
TOTAL
I
0000
70000
AGENCY ALMMIZAT:OM
I.hereby certify that (1)CO=unity Development Block Grana budget
reflects"necessary, reasonable and allowable costs for the services in t -a
Service Area, (2) the amounts are accurate and correct.
Signature - Project Director- ate Signature of Contracting ncy ate
Brad Berens, Executive Director Robert Endress President
rin amme nrt am an ftie
Rev. 2/89 _
1 "
— BUOGLT JUSTIFICATIONS
PERSONNEL
CDBG
Project Title
Monthly
% Time on
Months To
Line
Position/Title
Salary
Project
Be Worked
CDBG
Other
Totdl Cost
Personnel
Executive Director
3334
7 %
12
2800
Secretary
1057
7 %
12
888
Statistician
1560
5 %
12
936
Office Manager/Acct.
1907
6 %
12
1373
Accounting Clerk 20 Hrs.
520
6
12
374
Clerk/Counter 10 hrs.
208
1
12
25
Supportive Services
Director
2253
32 %
12
8653
Health & Wellness Doo
d.
1564
30 %
12
5990
Case Worker 30 hrs.
910
50 %
12
5460
Telephone Receptionist
910
5 %
12
546
Custodian
1096
8 %
12
1052
TOTALS or page subtotals
23097
- OTHER.COSTS CATEGORIES .
CDBG
Project Title
Description of Budget
Item and Cost Basis
CDBG
Other
Total Forward where applicable)
Fringe Benefits
FICA .0765
2145
State Unemployment Insurance
.02
562
Medical.
924
Workmens Comp
843
TOTALS or page subtotals
4474
oQ
CDBG
Project Title
Description of Budget
Item and -Cost Basis
Total Forward (where aoolicable)
16
CDDG
- OTHER COSTS CATEGORIES
CDBG
Other
Equipment
Lease
Purchase
Other
Phone
1213
Dues ,& Membership
I40
Outside Services
188
Volunteer Expenses
150
Tax.& License
125
Advertising
1Q0
Printing
730
Repair/Maintenance
50
Accounting
240
Liability insurance
850
i
TOTALS (or Pane subtotals)
3686 1