Loading...
HomeMy WebLinkAbout14451RESOLUTION NO. 14451 A RESOLUTION AWARDING AN AGREEMENT FOR PROFESSIONAL SERVICES IN THE AMOUNT OF $77,600 TO NEIGHBORWORKS SOUTHERN COLORADO, INC., A COLORADO NONPROFIT CORPORATION, TO IMPLEMENT AND MAINTAIN A FINANCIAL NAVIGATOR PROGRAM FUNDED BY AN $80,000 GRANT FROM THE CITIES FOR FINANCIAL EMPOWERMENT FUND, AND AUTHORIZING THE MAYOR TO EXECUTE SAME WHEREAS, the City of Pueblo has been awarded an $80,000 Financial Navigator Program Grant from the Cities for Financial Empowerment to implement and maintain a Financial Navigator Program to offer residents on-on-one remote sessions to help navigate the financial impact of COVID-19 through access to local, state, and federal resources; WHEREAS, said grant requires the City to enter into an agreement with a nonprofit partner to implement and maintain the Financial Navigator Program; and WHEREAS, the City and NeighborWorks Southern Colorado desire to enter into an agreement to jointly perform the scope of work of the City’s Financial Navigator Program Grant; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF PUEBLO, that: SECTION 1. An Agreement for Professional Services for Project No. CI2011 is hereby awarded to NeighborWorks Southern Colorado in the amount of $77,600. SECTION 2. In addition to the amount of the bid set forth, as aforementioned, an additional amount of $2,500 is hereby authorized for contingencies and additional work. SECTION 3. The Mayor is hereby authorized to execute said agreement on behalf of Pueblo, a Colorado Municipal Corporation, and the City Clerk shall affix the seal of the City thereto and attest the same. SECTION 4. The officers and staff of the City are authorized and directed to perform any and all acts consistent with the intent of this Resolution and the awarded contract to implement the policies and procedures described herein. SECTION 5. This Resolution shall become effective immediately upon passage and approval. INTRODUCED: August 10, 2020 BY: Ed Brown MEMBER OF CITY COUNCIL APPROVED: PRESIDENT OF CITY COUNCIL ATTESTED BY: CITY CLERK City Clerk's Office Item # M-3 Background Paper for Proposed Resolution COUNCIL MEETING DATE: August 10, 2020 TO: President Dennis E. Flores and Members of City Council CC: Nicholas A. Gradisar, Mayor VIA: Brenda Armijo, City Clerk FROM: Laura Solano, Chief of Staff SUBJECT: A RESOLUTION AWARDING AN AGREEMENT FOR PROFESSIONAL SERVICES IN THE AMOUNT OF $77,600 TO NEIGHBORWORKS SOUTHERN COLORADO, INC., A COLORADO NONPROFIT CORPORATION, TO IMPLEMENT AND MAINTAIN A FINANCIAL NAVIGATOR PROGRAM FUNDED BY AN $80,000 GRANT FROM THE CITIES FOR FINANCIAL EMPOWERMENT FUND, AND AUTHORIZING THE MAYOR TO EXECUTE SAME SUMMARY: This Resolution awards an Agreement for Professional Services to NeighborWorks Southern Colorado, Inc, for professional services to implement and maintain a Financial Navigator Program funded by an $80,000 grant from the Cities for Financial Empowerment Fund. PREVIOUS COUNCIL ACTION: Not applicable to this Resolution. BACKGROUND: The City of Pueblo recently was awarded an $80,000 grant from the Cities for Financial Empowerment’s Financial Navigator Grant Program. The grant requires that the City of Pueblo engage a nonprofit partner to implement and maintain a Financial Navigator program that offers one-on-one remote sessions to help residents navigate the financial impact of COVID-19 through access to local, state, and federal resources. NeighborWorks Southern Colorado has a strong background in providing one-on-one financial guidance, as well-established relationships with local governments, human services, and other nonprofit organizations in Pueblo, making them well-suited to conduct this work. FINANCIAL IMPLICATIONS: This grant will require monitoring, auditing, and submission of financial documents which will impact the City with staffing costs. This grant will provide funding a financial navigator program that will serve citizens seeking financial guidance and support in response to the economic impact of COVID-19. $2,400 in grant funding will help offset the City’s staffing costs. Matching funds from the City are not required for this grant. BOARD/COMMISSION RECOMMENDATION: Not applicable to this Resolution. STAKEHOLDER PROCESS: None ALTERNATIVES: Denial of this Resolution will result in the City being unable to proceed with the related project. RECOMMENDATION: Approval of the Resolution. Attachments: Proposed Resolution Agreement for Professional Services AGREEMENT FOR PROFESSIONAL SERVICES THIS AGREEMENT is made and entered this /,74 day of A Lurks%20??by and between the City of Pueblo, a Colorado Municipal Corporation (hereinafter referred to as "Client")and NeighborWorks Southern Colorado, Inc., a Colorado Non-profit Corporation (hereinafter referred to as "Vendor") for Vendor to render professional services for Client with respect to Project#CI2011 Project Name: Financial Navigator Program and related ancillary services, hereinafter referred to as the"Project." In consideration of the mutual covenants hereinafter set forth,the parties agree as follows: SECTION 1. GENERAL AND SCOPE OF SERVICES. (a) Vendor shall satisfactorily perform the professional consulting services for the Project described in more detail in Schedule 1 attached hereto and incorporated herein by reference(the "Basic Services"). Such services shall include all usual and customary professional consulting services in connection with its work on the Project. All the requirements of the Grant Agreement between the City of Pueblo and the Cities for Financial Empowerment Fund, Inc., attached as Schedule 2, are incorporated herein by reference, unless any requirement is expressly excluded in Schedule 1. (b) To the extent Vendor performs any of the Project work through subcontractors or sub-vendors, Vendor shall be and remain as fully responsible for the full performance and quality of services performed by such subcontractors or sub-vendors as it is for services performed directly by Vendor or Vendor's employees. (c) To the extent Vendor requires access to private property to perform its services hereunder, Vendor shall be required to make arrangements to obtain such access. However,in the event Client has already secured access for Vendor to any such property through a right of entry agreement, access agreement, letter of consent or other instrument,Vendor shall fully comply with and be subject to the terms and conditions set forth therein. A copy of any such instrument will be provided to Vendor upon request. SECTION 2. VENDOR'S RESPONSIBILITIES. (a) Vendor shall be responsible for the professional quality,technical accuracy, and timely completion of Vendor's work, including that performed by Vendor's sub-vendors and subcontractors, and including reports and other services,notwithstanding Client's initial acceptance of same. (b) Vendor shall be responsible, in accordance with applicable law,to Client for all loss or damage to Client caused by Vendor's negligent act or omission; and Vendor hereby irrevocably waives and excuses Client and Client's attorneys from compliance with any requirement to obtain a certificate of review as a condition precedent to commencement of an action,including any such requirements set forth in Section 13-20-602,C.R.S.or similar statute, whether now existing or hereafter enacted. (c) Vendor shall be completely responsible for the safety of Vendor's employees in the execution of work under this Agreement and shall provide all necessary safety and protective equipment for said employees. (d) Vendor acknowledges that time is of the essence with respect to the completion of its services under this Agreement. Vendor represents that Schedule 3 attached hereto is the schedule by which Vendor proposes to accomplish its work,with time periods for which it will commence and complete each major work item. Except to the extent the parties agree to time extensions for delays beyond the control of Vendor, Vendor shall adhere to this schedule and perform its work in a timely manner so as not to delay Client's timetable for achievement of interim tasks and final completion of Project work. Vendor further acknowledges that its schedule has accounted for all reasonably anticipated delays, including those inherent in the availability of labor and equipment required for the work, the availability of information which must be obtained from any third parties, and all conditions to access to public and private facilities. (e) Before undertaking any work or incurring any expense which Vendor considers beyond or in addition to the Scope of Work described in Schedule 1 or otherwise contemplated by the terms of this Agreement, Vendor shall advise Client in writing that(i)Vendor considers the work beyond the scope of this Agreement,(ii)the reasons that Vendor believes the out of scope or additional work should be performed, and(iii) a reasonable estimate Vendor—General—CA 04-18 of the cost of such work.Vendor shall not proceed with any out of scope or additional work until authorized in writing by Client.The compensation for such authorized work shall be negotiated,but in the event the parties fail to negotiate or are unable to agree as to compensation,then Vendor shall be compensated for its direct costs and professional time at the rates set forth in Schedule 4 attached hereto. SECTION 3. FEES FOR SERVICES; PAYMENT. (a) Client will pay to Vendor as full compensation for all services required to be performed by Vendor under this Agreement, except for services for additional work or work beyond the scope of this Agreement, the maximum sum of U.S. $77,600.00, computed as set forth in Schedule 4. (b) Vendor shall submit periodic, but not more frequently than monthly, applications for payment, aggregating to not more than the maximum amount set forth above, for actual professional services rendered and for reimbursable expenses incurred.Applications for payment shall be submitted based upon the hourly rates and expense reimbursement provisions set forth in Schedule 4 attached hereto and shall contain appropriate documentation that such services have been performed and such expenses incurred.Thereafter,Client shall pay Vendor for the amount of the application within 45 days of the date such application is received. (c) No separate or additional payment shall be made for profit, overhead, local telephone expenses, lodging, routine photocopying, computer time, secretarial or clerical time or similar expenses unless otherwise provided and listed in Schedule 4. (d) No compensation shall be paid to Vendor for services required and expenditures incurred in correcting Vendor's mistakes or negligence. (e) Compensation for authorized work beyond the scope of this Agreement shall be governed by the provisions of Section 2(e). (f) In the event services under this Agreement are phased and to be performed in more than one fiscal year or are subject to annual appropriation,Vendor acknowledges that funds only in the amount of initial appropriation are available and it shall confirm availability of funds before proceeding with work exceeding initial and subsequent annual appropriations. SECTION 4. CLIENT'S RESPONSIBILITIES. (a) Client agrees to advise Vendor regarding Client's Project requirements and to provide all relevant information,data,and previous reports accessible to Client which Vendor may reasonably require. (b) Client shall designate a Project Representative to whom all communications from Vendor shall be directed and who shall have limited administrative authority on behalf of Client to receive and transmit information and make decisions with respect to the Project. Said representative shall not, however, have authority to bind Client as to matters of governmental policy or fiscal policy, nor to contract for additions or obligations exceeding a value which is the lesser of$5,000.00 or 5%of the maximum contract price. (c) Client shall examine all documents presented by Vendor, and render decisions pertaining thereto within a reasonable time. The Client's approval of any reports, documents or other materials or product furnished hereunder shall not in any way relieve Vendor of responsibility for the professional adequacy of its work. (d) Client shall perform its obligations and render decisions within a reasonable time under the circumstances presented. Based upon the nature of Client and its requirements,a period of 14 days shall be presumed reasonable for any decision not involving policy decision or significant financial impact, when all information reasonably necessary for Client to responsibly render a decision has been furnished. A period of 46 days shall be presumed reasonable for Client to act with respect to any matter involving policy or significant financial impact. The above periods of presumed reasonableness shall be extended where information reasonably required is not within the custody or control of Client but must be procured from others. Vendor—General—CA 04-18 2 SECTION 5. TERM AND TERMINATION (a) Term. The term of this Agreement begins on the Effective Date and ends on July 31, 2021, unless sooner terminated in accordance with this Agreement. City reserves the right to extend the term of this Agreement in one-year increments by written acceptance of both parties. (b) Fund Appropriation. This agreement is expressly made subject to the limitations of the Colorado Constitution. Nothing herein shall constitute, nor be deemed to constitute, the creation of a debt or multi-year fiscal obligation or an obligation of future appropriations by the City Council of Pueblo, contrary to Article X, §20 of the Colorado Constitution or any other constitutional, statutory or charter debt limitation. Notwithstanding any other provision of this agreement,with respect to any financial obligation of City which may arise under this agreement in any fiscal year after the current year, in the event the budget or other means of appropriations for any such year fails to provide funds in sufficient amounts to discharge such obligation, such failure shall not constitute a default by or breach of this agreement. The termination of this Agreement due to lack of funding shall be without penalty to the City. (c) Client reserves the right to terminate this Agreement and Vendor's performance hereunder, at any time upon written notice, either for cause or for convenience. Upon such termination, Vendor and its subcontractors shall cease all work and stop incurring expenses, and shall promptly deliver to Client all data, reports, plans, calculations, summaries and all other information, documents, work product and materials as Vendor may have accumulated in performing this Agreement,together with all finished work and work in progress. (d) Upon termination of this Agreement for events or reasons not the fault of Vendor, Vendor shall be paid at the rates specified in Schedule 4 for all services rendered and reasonable costs incurred to date of termination; together with any reasonable costs incurred within 10 days of termination provided such latter costs could not be avoided or were incurred in mitigating loss or expenses to Vendor or Client. In no event shall payment to Vendor upon termination exceed the maximum compensation provided for complete performance in Section 3(a). (e) In the event termination of this Agreement or Vendor's services is for breach of this Agreement by Vendor,or for other fault of Vendor including but not limited to any failure to timely proceed with work,or to pay its employees and Vendors, or to perform work according to the highest professional standards, or to perform work in a manner deemed satisfactory by Client's Project Representative, then in that event, Vendor's entire right to compensation shall be limited to the lesser of(a)the reasonable value of completed work to Client or(b)payment at the rates specified in Schedule 4 for services satisfactorily performed and reimbursable expenses reasonably incurred, prior to date of termination. (f) Vendor's professional responsibility for its completed work and services shall survive any termination. SECTION 6. SITE ACCESS. In the event the Project will require access to property not under the control of Client, Vendor and Vendor's employees and Vendors shall obtain all additional necessary approval and clearances required for access to such property.Client shall assist Vendor in obtaining access to such property at reasonable times but makes no warranty or representation whatsoever regarding access to such property.Notwithstanding the foregoing,Vendor understands and agrees that entry to some property by Vendor may be subject to compliance by Vendor with the terms and conditions of an access agreement in accordance with section 1(c)of this Agreement. SECTION 7. USE OF DOCUMENTS. (a) Data, plans, reports and all other documents prepared or provided by Vendor hereunder shall become the sole property of Client, subject to applicable federal grant requirements, and Client shall be vested with all rights therein of whatever kind or nature and however created, whether by common law, statute or equity. Client shall have access at all reasonable times to inspect and make copies of all notes, plans, reports and all other data or other documents pertaining to the work to be performed under this Agreement. In no event shall Vendor publish work product developed pursuant to this Agreement except(i)with advance written consent of Client,which consent may be granted or withheld in Client's sole and absolute discretion and(ii)in full compliance with the requirements of this Agreement and applicable federal regulations. Vendor—General—CA 04-18 3 SECTION 8. INSURANCE AND INDEMNITY. (a) Vendor agrees that it shall procure and will maintain during the term of this Agreement, such insurance as will protect it from claims under workers' compensation acts, claims for damages because of personal injury including bodily injury, sickness or disease or death of any of its employees or of any person other than its employees,and from claims or damages because of injury to or destruction of property including loss of use resulting therefrom;and such insurance will provide for coverage in such amounts as set forth in subparagraph(b). (b) The minimum insurance coverage which Vendor shall obtain and keep in force is as follows: (i) Workers'Compensation Insurance complying with statutory requirements in Colorado and in any other state or states where the work is performed. The Workers' Compensation Insurance policy shall contain an endorsement waiving subrogation against the Client. (ii) Commercial General Liability Insurance.The Vendor shall secure and maintain during the period of this agreement/contract and for such additional time as work on the project is being performed, Commercial General Liability Insurance issued to and covering the liability of the contractor with respect to all work performed by him and all his subcontractors under the agreement/ contract, to be written on a comprehensive policy form. This insurance shall be written in amounts not less than $1,000,000 for each occurrence and aggregate for personal injury including death and bodily injury and $1,000,000 for each occurrence and aggregate for property damage. This policy of insurance shall name the City of Pueblo, its agents, officers, and employees as additional insureds. This policy shall have all necessary endorsements to provide coverage without exclusion for explosion and collapse hazards, underground property damage hazard, blanket contractual coverage, as well as Owner's and Contractor's Protective Liability (OCP) coverage. The policy shall also provide coverage for contractual liability assumed by Contractor under the provisions of the Agreement/Contract, and "Completed Operations and Projects Liability" coverage. Said Commercial General Liability Insurance policy shall contain an endorsement waiving subrogation against the Client. (iii) Professional Liability Insurance with coverage of not less than $1,000,000, and with a deductible of not more than$15,000. (iv)Comprehensive Automobile Liability Insurance.The Vendor shall procure and maintain during the period of the agreement/contract and for such additional time as work on the project is being performed, Comprehensive Automobile Liability Insurance. This insurance shall be written with limits of liability for and injury to one person in any single occurrence of not less than$350,000 and for any injury to two or more persons in any single occurrence of not less than $1,000,000. This insurance shall include uninsured/underinsured motorist coverage and shall protect the Vendor from any and all claims arising from the use both on and off the site of the project of automobiles,trucks,tractors,backhoes and similar equipment whether owned, leased,hired or used by Vendor. (c) Vendor agrees to hold harmless,defend and indemnify Client from and against any liability to third parties,arising out of negligent acts or omissions of Vendor, its employees, subcontractors,and vendors. SECTION 9. SUBCONTRACTS. (a) Client acknowledges that Vendor is the prime contractor and the only party with whom Client has a contractual relationship under this Agreement. To the extent Vendor performs any Project activities through sub- vendors or subcontractors,Vendor shall contractually bind each of its sub-vendors and subcontractors by subcontract agreement to all of the terms of this Agreement which are for the benefit of Client, and Client shall be a third-party beneficiary of those subcontract provisions. (b) Vendor shall indemnify and defend Client from all claims and demands for payment for services provided by subcontractors of Vendor. (c) Vendor acknowledges that, due to the nature of the services to be provided under this Agreement, the Client has a substantial interest in the personnel and Vendors to whom Vendor assigns principal responsibility for services performed under this Agreement.Consequently,Vendor represents that it has selected and intends to employ or assign the key personnel and Vendors identified in the Client's application to the Cities for Financial Empowerment, Vendor—General—CA 04-18 4 Inc.'s Financial Navigators Grant Program prior to execution of this Agreement to induce Client to enter this Agreement. Vendor shall not change such Vendors or key personnel except after giving notice of a proposed change to Client and receiving Client's written consent thereto.Vendor shall not assign or reassign Project work to any person to whom Client has reasonable objection. SECTION 10. MISCELLANEOUS. (a) Notices. Any and all notices or other communications required or permitted by this Agreement or by law to be served on or given to either Vendor or Client by the other party shall be in writing and shall be deemed duly served and given when personally delivered to the party to whom it is directed,or in lieu of such personal service, when deposited in the United States mail,first-class postage prepaid,addressed to the Client,Attention: Laura Solano, Chief of Staff, City of Pueblo CO, 1 City Hall Place, Pueblo CO 81003, or to Vendor at Ashleigh Winans, Chief Executive Officer,NeighborWorks Southern Colorado, 1241 East Routt Avenue,Pueblo CO 81004. Either party may change his address for the purpose of this paragraph by giving written notice of such change to the other party in the manner provided in this paragraph. (b) Entire Agreement. This instrument contains the entire agreement between Vendor and Client respecting the Project, and any other written or oral agreement or representation respecting the Project or the duties of either Client or Vendor in relation thereto not expressly set forth in this instrument and its attachments is null and void. In the case of any conflict between the terms of this Agreement for Professional Services and terms of Schedule 1 or any other attachment hereto,the terms of this Agreement shall govern. (c) Successors and Assigns. This Agreement shall be binding on the parties hereto and on their successors and assigns; provided, however, neither this Agreement, nor any part thereof, nor any moneys due or to become due hereunder to Vendor may be assigned by it without the written consent of Client, which consent may be withheld in Client's sole and absolute discretion. Any assignment or attempted assignment in violation of this subsection shall be void. (d) Amendments. No amendment to this Agreement shall be made nor be enforceable unless made by written amendment signed by an authorized representative of Vendor and by Client in accordance with the requirements of Section 4(b)of this Agreement or upon authorization of Client's governing board. (e) Choice of Law. This Agreement shall be governed and interpreted in accordance with the laws of the State of Colorado. Any unresolved dispute arising from or concerning any breach of this Agreement shall be decided in a state court of competent jurisdiction located in Pueblo, Colorado. (f) Equal Employment Opportunity. In connection with the performance of this Agreement, neither Vendor nor its sub-vendors shall discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, disability, gender orientation or age. Vendor shall endeavor to ensure that its employees are treated during employment without regard to their race, color,religion, sex,national origin,disability, gender orientation or age. (g) Severability. If any provision of this Agreement, except for Section 2, is determined to be directly contrary to and prohibited by law or the requirements of any federal grant or other Project funding source,then such provision shall be deemed void and the remainder of the Agreement enforced. However, it is the intent of the parties that Section 2 of this Agreement not be severable,and that if any provision of said section be determined to be contrary to law or the terms of any federal grant,then this entire Agreement shall be void. SECTION 11. STATE-IMPOSED MANDATES PROHIBITING ILLEGAL ALIENS FROM PERFORMING WORK (a) At or prior to the time for execution of this Agreement(which may be referred to in this section as this "Contract"), Vendor (which may be referred to in this section as "Contractor") shall submit to the Purchasing Agent of City its certification that it does not knowingly employ or contract with an illegal alien who will perform work under this Contract and that the Contractor will participate in either the"E-Verify Program" created in Public Law 208, 104th Congress, as amended and expanded in Public Law 156, 108th Congress, as amended, that is administered by the United States Department of Homeland Security or the "Department Program" established pursuant to §8-17.5-102(5)(c)C.R.S. that is administered by the Colorado Department of Labor and Employment in Vendor-General-CA 04-18 5 order to confirm the employment eligibility of all employees who are newly hired for employment to perform work under this Contract. (b) Contractor shall not: (I) Knowingly employ or contract with an illegal alien to perform work under this contract; (II) Enter into a contract with a sub-vendor that fails to certify to Contractor that the sub-vendor shall not knowingly employ or contract with an illegal alien to perform work under this Contract. (c) The following state-imposed requirements apply to this contract: (I) The Contractor shall have confirmed the employment eligibility of all employees who are newly hired for employment to perform work under this Contract through participation in either the E-Verify Program or Department Program. (II) The Contractor is prohibited from using either the E-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Contract is being performed. (III) If the Contractor obtains actual knowledge that a subcontractor or sub-vendor performing work under this Contract knowingly employs or contracts with an illegal alien, the Contractor shall be required to: A. Notify the sub-vendor and the Client's Purchasing Agent within three (3) days that the Contractor has actual knowledge that the subcontractor/sub-vendor is employing or contracting with an illegal alien;and B. Terminate the subcontract with the subcontractor/sub-vendor if within three (3) days of receiving the notice required pursuant to subparagraph (c)(llI)A. above the subcontractor/sub-vendor does not stop employing or contracting with the illegal alien; except that the Contractor shall not terminate the contract with the subcontractor/sub-vendor if, during such three (3) days, the subcontractor/sub-vendor provides information to establish that the subcontractor/sub-vendor has not knowingly employed or contracted with an illegal alien. (IV) The Contractor is required to comply with any reasonable request by the Colorado Department of Labor and Employment (hereinafter referred to as "CDLE") made in the course of an investigation that CDLE is undertaking pursuant to its authority under§8-17.5-102(5),C.R.S. (d) Violation of this Section 12 by the Contractor shall constitute a breach of contract and grounds for termination. In the event of such termination, the Contractor shall be liable for Client's actual and consequential damages. (e) As used in this Section 12,the terms"subcontractor"and"sub-vendor" shall mean any sub-vendor or subcontractor of Vendor rendering services within the scope of this Agreement. SECTION 12. PERA LIABILITY Vendor shall reimburse the City for the full amount of any employer contribution required to be paid by the City of Pueblo to the Public Employees' Retirement Association("PERA") for salary or other compensation paid to a PERA retiree performing contracted services for the City under this Agreement. The Vendor shall fill out the questionnaire attached as Attachment B and submit the completed form to Client as part of the signed Agreement. Vendor—General—CA 04-18 IN WITNESS WHEREOF,the parties hereto have made and executed this Agreement as of the day and year first above written. CITY OF PUEBLO,A MUNICIPAL CORPORATION VENDOR FIRM NAME By ' ' By: Ashleigh Winans �� AI Mayor / Attests ,zilch. (2A, Title: Chief Executive Officer City Clerk [ SEAL ] BALANCE OF APPROPRIATION EXISTS FOR THIS CONTRACT AND FUNDS ARE AVAILABLE. P1111/4", Director of Finance APPROVED AS TO FORM: ity Attorney Vendor—General—CA 04-18 7 COLORADO PUBLIC EMPLOYEES RETIREMENT ASSOCIATION SUPPLEMENTAL QUESTIONNAIRE TO BE ANSWERED BY ANY BUSINESS PERFORMING SERVICES FOR THE CITY OF PUEBLO Pursuant to section 24-51-1101(2),C.R.S.,salary or other compensation from the employment,engagement, retention or other use of a person receiving retirement benefits(Retiree)through the Colorado Public Employees Retirement Association(PERA) in an individual capacity or of any entity owned or operated by a PERA Retiree or an affiliated party by the City of Pueblo to perform any service as an employee, contract employee, Vendor, independent contractor, or through other arrangements, is subject to employer contributions to PERA by the City of Pueblo.Therefore,as a condition of contracting for services with the City of Pueblo,this document must be completed, signed,and returned to the City of Pueblo: (a) Are you, or do you employ or engage in any capacity, including an independent contractor,a PERA Retiree who will perform any services for the City of Pueblo?Yes ,No(x. (If you answered"no"please proceed to signature section at bottom of this page.) (b) If you answered"yes"to(a)above,please answer the following question: Are you an individual,sole proprietor or partnership,or a business or company owned or operated by a PERA Retiree or an affiliated party? For purposes of responding to this question, an "affiliated party" includes (I) any person who is the named beneficiary or cobeneficiary on the PERA account of the PERA Retiree; (2) any person who is a relative of the PERA Retiree by blood or adoption to and including parents, siblings, half-siblings, children, and grandchildren; (3) any person who is a relative of the PERA Retiree by marriage to and including spouse, spouse's parents, stepparents, stepchildren, stepsiblings, and spouse's siblings; and (4) any person or entity with whom the PERA Retiree has an agreement to share or otherwise profit from the performance of services for the City of Pueblo by the PERA Retiree other than the PERA Retiree's regular salary or compensation. Yes ,No . If you answered"yes"please state which of the above entities best describes your business: (c) If you answered"yes"to both(a)and(b),you agree to reimburse the City of Pueblo for any employer contribution required to be paid by the City of Pueblo to PERA for salary or other compensation paid to you as a PERA Retiree or paid to any employee or independent contractor of yours who is a PERA Retiree performing services for the City of Pueblo. You further authorize the City of Pueblo to deduct and withhold all such contributions from any moneys due or payable to you by the City of Pueblo under any current or future contract or other arrangement for services between you and the City of Pueblo. Please provide the name, address, and social security number of each such PERA Retiree. If more than two, please attach a supplemental list. Name Address Social Security Number Name Address Social Security Number Failure to accurately complete,sign and return this document to the City of Pueblo may result in you being denied the privilege of doing business with the City of Pueblo. Company Name: A{ L6131�W i r" Sô4hjrg,. ell :i'ck „, , , ,Authorized Signature: �„ // _. _ Title: iff.0vs Printed Name: -5 L M�p 4I _ Date: I 2.6 CFE FUND GRANT AGREEMENT EXHIBIT E 8 Schedule 1 — Scope of Work 1. Program Implementation a. Work with the Local Government Lead to provide training and technical assistance to the Financial Navigators to deliver remote financial navigation services, including providing descriptions for local partners to use when making referrals to the Financial Navigators. b. Work with the Local Government Lead to identify a network of referral partners that can additionally assist residents in making progress towards financial goals and related issues (e.g. benefits enrollment, mortgage refinancing). c. Ensure Financial Navigators have proper tools (phone, computer, internet connectivity, etc.), relevant and timely information on policy changes or access to new or expanded City/State programs. d. Participate in all learning community activities, including sharing accomplishments, best practices and lessons learned with the broader field. Such activities could include: 1) Attendance at CFE's Leads web-based kick-off, which will include training on Compass, the database system. Sessions include: a) Monday, July 27th, 2-5pm Eastern b) Monday, August 10th, 2-5pm Eastern c) Monday, August 24th, 2-5pm Eastern d) Monday, September 14th, 3-4pm Eastern 1) Participation in bi-weekly webinars or conference calls with other grantees and partners. 2) Participate in bi-weekly calls with your CFE Fund technical assistance partner and learning community activities facilitated by the CFE Fund. 2. Program Maintenance a. Manage at least 1 Full-Time Equivalent contractually funded staff to serve as Financial Navigator(s). Ensure there are at least two people who are trained to serve in this role (either as direct service or back up). b. Ensure all Financial Navigators, supervisors and any backup staff are fully trained in the national and local Financial Navigators training and successfully complete the required training, including how to use Compass, prior to serving the public. c. Schedule and manage call volume, including having appropriate operator to manage inbound calls to queue callers for the Financial Navigators, collecting and tracking call data in the online database system ("Compass"), and monitoring and adjusting hours of operation as needed. d. Participate in bi-weekly calls with your CFE Fund technical assistance partner and learning community activities facilitated by the CFE Fund e. Support public marketing efforts to raise awareness of Financial Navigators. 1) Update the CFE Fund on training feedback and evolution of resource and referral options. CFE FUND GRANT AGREEMENT EXHIBIT E 9 2) Ensure that the Financial Navigators are delivering the service effectively and following the model requirements provided by the CFE Fund. a) Supervise overall program implementation, management, and support service delivery, including monitoring efforts, troubleshooting and quality of service. b) Coordinate Financial Navigators for resource, training, and database updates. c) Track progress and service delivery through Compass for at least the duration of the grant, which will provide information including: i.Number of clients per zip code ii.Issues clients identify as needing the most help with iii.Resources/referrals being made iv.Time Financial Navigators are spending with clients v.Other resources clients could benefit from 3) Support Financial Navigators to complete at least 1,200 sessions over the term of this Agreement. 3. Reporting. Provide Client with program information and statistics required to meet the reporting requirements in the Grant Agreement between the Cities for Financial Empowerment Fund., Inc., and the City of Pueblo (Schedule 2). CFE FUND GRANT AGREEMENT EXHIBIT E 10 Schedule 2 — Grant Agreement CFE FUND GRANT AGREEMENT EXHIBIT E 11 Schedule 3 — Schedule of Work Program Implementation July 2020 to September 2020 Program Maintenance August 2020 to July 2021 CFE FUND GRANT AGREEMENT EXHIBIT E 12 Schedule 4 — Budget Budget Amount Notes Personnel Costs Program Management $5,000.00 Program planning and development; program oversight Program Operations $2,500.00 Financial Navigators $50,000.00 1 FTE Financial Navigator Administrative Support $3,750.00 Expense tracking; reporting Non-Personnel Costs Marking and Outreach $6,000.00 Outreach; advertising and marketing; collateral Technology/Equipment $2,000.00 Computer; telephone; other required technology Indirect Costs $8,350.00 Total $77,600.00 CFE FUND GRANT AGREEMENT EXHIBIT E 13