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Douglas Gardens Health Center . , EMERGENCY SHELTER GRANTS AGREEMENT BETWEEN THE CITY OF MIAMI BEACH AND DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH, INC. This Agreement made and entered into this 1st day of October, 2001, by and between the CITY OF MIAMI BEACH, a municipal corporation, hereinafter referred to as "the City", and DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH, INC., hereinafter referred to as "Provider". WHEREAS, the City has received a grant from the U.S. Department of Housing and Urban Development as part of its Emergency Shelter Grants Program for the period October I, 200 I, to September 30, 2002 (hereinafter "the contract period"); and WHEREAS, the Emergency Shelter Grants (ESG) Program is designed to be the first step in a continuum of assistance to enable homeless individuals and families to move toward independent living as well as to prevent homelessness; and WHEREAS, the One-Year Action Plan was adopted by City of Miami Beach Resolution No. 2001-24517 on July 18,2001; and WHEREAS, the City has detennined, through its One-Year Action Plan for federal funds for Fiscal Year 2001/2002, the necessity for engaging the Provider to render the following services in Miami Beach: HOMELESS OUTREACH (collectively, the Program). NOW, THEREFORE, in consideration of the mutual benefits contained herein, the City and Provider agree as follows: Section 1. Agreement Documents: Agreement documents shall consist of this Agreement and four (4) attachments, all of which are incorporated by reference into this Agreement: . Attachment I contains a description of the Program service and goals offered by the Provider. . Attachment II is a line item budget. . Attachment III outlines financial management procedures for use with Emergency Shelter Grants funds. . Attachment IV contains all applicable federal regulations. Section 2. Statement of Work: The Provider agrees to implement the Activity in accordance with the Budget, as described in Attachment I and II. HOMELESS OUTREACH (576.21(a)(3)) To provide mobile outreach services (intake assessment and referral) to at least 100 people placed in shelter care. Section 3. Agreement Amount: The City agrees to make available Thirty One Thousand Eight Huudred and Fifty Dollars ($31,850) for use by the Provider during the tenn of the Agreement. 1 / , ~ Section 4. Alterations: Any proposed alterations in the Program offered by the Provider and/or the budget shall first be submitted to and approved in writing by the City, said approval at the City's sole discretion. Section 5. Method of Payment and Reporting Requirements: The Provider agrees to submit monthly Program progress reports to the City on the lOth day of each month, throughout the term of this Agreement. The Provider also agrees to submit, on September 20, 2002, a comprehensive final report covering the agreed-upon Program objectives, activities, and expenditures during the term of this Agreement, including, but not limited to, performance data on client feedback, with respect to the goals and objectives outlined in Attachment I. Attachment 1lI contains reporting forms to be used in fulfillment of this requirement. Other reporting requirements may be required by the City in the event of Program changes; the need for additional information or documentation arises; and/or legislative amendments are enacted. The Provider shall be informed, in writing, if any changes become necessary. Reports and/or requested documentation not received by the due date shall be considered delinquent and shall be considered by the City, at its sole discretion, as sufficient cause to suspend pending ESG payments to the Provider, and/or recuperate a portion of the ESG funds referenced herein. Section 6. Monitoring: The City shall schedule no less than one (1) monitoring visit with the Provider to evaluate the progress and performance of the Program and, at its discretion, provide technical assistance. Section 7. Additional Conditions and Compensation: It is expressly understood and agreed by the parties hereto that monies to be used by Provider, as contemplated by this Agreement, originate from grants of Emergency Shelter Grants funds from the U.S. Department of Housing and Urban Development (HUD) and must be implemented in full compliance with all of HUD's rules and regulations. It is expressly understood and agreed that in the event of curtailment or non-production of said federal grant funds, the financial sources necessary to continue to pay the Provider all or any portions of the funds contemplated herein will not be available, and that this Agreement will thereby terminate effective as of the time that it is determined by the City, in its sole discretion and judgement, that said funds are no longer available. In the event of such determination, the Provider agrees that it will not look to, nor seek to hold liable, the City or any individual member of the City Commission thereof personally for the performance of this Agreement and all of the parties hereto shall be released from further liability each to the other under the terms of this Agreement. Section 8. Compliance with Local, State and Federal Regulations: The Provider agrees to comply with all applicable federal regulations as they may apply to program administration and to carry out each activity in compliance with the laws and regulations as described in 24 CFR 576, as same may be amended from time to time. Additionally, the Provider will comply with an state and local laws and ordinances hereto applicable. It shall be Provider's sole and absolute responsibility to familiarize itself with any and an such applicable federal regulations, as well as any and all applicable state and local laws and ordinances. Section 9. Eligible Participants: The Provider agrees that the Program will serve only homeless individuals residing within the City limits of Miami Beach or individuals who are facing eviction or termination of utility services and are eligible to receive homeless prevention services in accordance with federal guidelines (the potential homeless.) 2 . . Section 10. Subcontract: No part of this Agreement may be assigned or subcontracted without the prior written consent ofthe City, such consent to be at the City's sole discretion. Section 11. Term: This Agreement shall remain in effect from October 1,2001, through September 30, 2002, with the understanding that at the end of any fiscal year during the term herein, the City of Miami Beach City Commission has the authority to reappropriate any remaining unused funds. Section 12. Termination of Agreement: The City and the Provider agree that this Agreement may be terminated in whole or in part for convenience and without cause, by either party hereto by written notice to the other party of such intent to terminate, at least thirty (30) days prior to the effective date of such termination. In the event of such termination for convenience by either party, the City shall cease any payments to Provider for costs resulting from obligations which were not properly incurred before the effective date of termination. Additionally, Provider shall be solely responsible for submitting a final report, as provided in Section 5 of the Agreement, detailing all Program objectives, activities and expenditures up to the effective date of the termination. Said "final report" shall be due within five (5) working days following the effective date of the termination. Upon timely receipt of Provider's "final report", the City, at its sole discretion, shall determine the amount (if any) of ESG funds to be returned to the City as a result of any incomplete Program items and/or items not satisfactorily performed, and shall provide Provider with written notice of any monies due. Said monies shall be due and payable upon receipt of such notice by Provider. Notwithstanding the preceding, the City reserves any and all rights and responsibilities it may have with regard to recapture of the ESG funds herein, or any assets acquired or improved in whole or in part with said funds. Notwithstanding the preceding paragraph, the City may also place the Provider in default of this Agreement, and may suspend or terminate this Agreement for cause. "Cause" shall include, but not be limited to, the following: a. Failure to comply and/or perform in a material way, as same shall be determined by the City in its sole discretion, in accordance with the terms of this Agreement, or any Federal, State, County or City of Miami Beach statute or regulation. b. Submitting reports to the City, which are late, incorrect or incomplete in any material respect. c. Implementation of this Agreement, for any reason, is rendered impossible or infeasible. d. Failure to respond in writing to any concerns raised by the City, including substantiating documents when required/requested by the City. e. Any evidence of fraud, mismanagement, and/or waste, as determined by the City's monitoring of the sub-recipient, and applicable HUD rules and regulations. The City shall notify the Provider in writing when the Provider has been placed in default. Such notification shall include: (i) actions taken by or to be taken by the City, such as withholding of payments; (ii) actions to be taken by the Provider as a condition precedent to clearing the deficiency; and (iii) a reasonable date for compliance, which shall be no more than fifteen (15) days from notification date. In the event that Provider fails to correct such 3 , deficiency within the aforestated period, and following such notice from the City, this Agreement shall be terminated by the City, without further notice to Provider. In the event of curtailment of, or regulatory constraints placed on, the funds by HOD, this Agreement will terminate, effective as of the time that it is determined such funds are no longer available. Costs ofthe Provider resulting from obligations incurred during a suspension or after termination, are not allowable unless the City expressly authorizes them in the notice of suspension or termination, or subsequent thereto. Other costs during suspension or after termination which are necessary and not reasonably avoidable are allowable if, in the sole discretion of the City: a. The costs resulting from obligations which were properly incurred before the effective date of suspension or termination, are not in anticipation of it, and, in the case of termination, are noncancelable; and b. The costs would be allowable if the award were not suspended or expired normally at the end ofthe funding period in which the termination takes effect. In the event of termination of the Agreement, at its sole discretion, the City may require Provider to transfer any ESG assets to the City pursuant to Section 16 herein. Section 13. Equal Employment Opportunities: The Provider shall comply with equal employment opportunities as stated in Executive Order 11246, entitled "Equal Employment Opportunity" as amended Executive Order 11375, and as supplemented in Department of Labor regulations. Section 14. Homeless Assistance and Participation: Provider agrees that it will provide for the participation of homeless individuals on its policymaking entity, in accordance with 42 V.S.C. 11375(d). Section 15. Religious Organization or Owned Property: ESG funds may be used by religious organizations or on property owned by religious organizations only with prior written approval from the City and only in accordance with requirements set in 24 CFR 576.23. Section 16. Reversion of Assets: In the event of a termination of this Agreement pursuant to Section 12 herein, or upon expiration of this Agreement, the Provider shall transfer to the City any ESG funds on hand at the time of expiration and any account receivable attributable to the use of ESG funds. In accordance with Section 415(i) of the 1987 McKinney Act, each ESG recipient or sub-recipient herein certifies that it will maintain the facility as a homeless shelter for a period of ten (10) years in the case of major rehabilitation or conversion, or for three (3) years for other rehabilitation activities (other than major rehabilitation or conversion.) Any building for which ESG funds are used for other eligible activities must be maintained as a shelter for the homeless for the period during which such assistance is provided. Any real property under the Provider's control that was acquired or improved in whole or in part with ESG funds (including ESG funds provided to the Provider in the form of a loan) must either: 4 , a. Be used as a homeless facility for either ten (10) years or longer or three (3) years after the expiration of the term of this Agreement or for such longer period of time as determined to be appropriate by the City and as memorialized by the City and Provider in an amendment to this Agreement or such other instrument as the City, at its discretion, determines appropriate; or b. If not used in accordance with the above subsection (a), the Provider shall pay to the City an amount equal to the current market value of the property less any portion of the value attributable to expenditures of non-ESG funds for the acquisition of, or improvement to, the property. No payment is required after the period oftime specified in subsection (a). Section 17. Conformity to HUD regulations: The Provider agrees to abide by guidelines set forth by the U.S. Department of Housing and Urban Development for the administration and implementation of the Emergency Shelter Grants (ESG) Program, including all applicable federal regulations as they may apply to program administration and to carry out each activity in compliance with the laws and regulations as described in 24 CFR 576. The Provider shall comply with the requirements and standards of: 24 CFR part 85 (codified pursuant to OMB Circular No. A-I02), OMB Circular No. A-87, OMB Circular No. A-122, OMB Circular A-II 0 (implemented as 24 CFR part 84), and/or the related ESG provision as they relate to the acceptance and use of Emergency Shelter Grants amounts, as applicable. The Provider agrees to comply with all the provisions of 24 CFR 576.57. In this regard, the Provider agrees that duly authorized representatives of the U.S. Department of Housing and Urban Development shall have access to any books, documents, papers and records of the Provider that are directly pertinent to this Agreement for the purpose of making audits, examinations, excerpts and transcriptions. Section 18. Sponsorships: The Provider agrees that all notices, informational pamphlets, press releases, advertisements, descriptions of the sponsorship of the Program, research reports, and similar public notices prepared and released by the Provider for, on behalf of, and/or about the Program shall include the statement: "FUNDED BY THE CITY OF MIAMI BEACH EMERGENCY SHELTER GRANTS PROGRAM" In written materials, the words "CITY OF MIAMI BEACH EMERGENCY SHELTER GRANTS FUNDS ADMINISTERED BY THE NEIGHBORHOOD SERVICES DEPARTMENT" shall appear in the same size letters as the name of the Provider. Section 19. Examination of Records: The Provider shall maintain sufficient records in accordance with 24 CFR part 5 to determine compliance with the requirements of this Agreement, the Emergency Shelter Grants Program, and all applicable laws and regulations. This documentation shall include, but not be limited to, the following: a. Books, records and documents in accordance with generally accepted accounting principles, procedures and practices, which sufficiently and properly reflect all revenues and expenditures of funds provided directly or indirectly by this Agreement, including 5 matching funds and Program income. These records shall be maintained to the extent of such detail as will properly reflect all net costs, direct and indirect labor, materials, equipment, supplies and services, and other costs and expenses of whatever nature for which reimbursement is claimed under the provisions of this Agreement. b. Time sheets for split-funded employees, which work on more than one activity, in order to record the ESG activity delivery cost by Program and the non-ESG related charges. c. How the objectives defined in 24 CFR 576.1 and the eligibility requirement(s) under which funding has been received, have been met. The Provider is responsible for maintaining and storing all records pertinent to this Agreement in an orderly fashion in a readily accessible, permanent and secured location for a period off our (4) years after expiration of this Agreement, with the following exception: if any litigation, claim or audit is started before the expiration date of the four year period, the records will be maintained until all litigation, claims or audit findings involving these records are resolved. The City shall be informed in writing after closeout of this Agreement, of the address where the records are to be kept. Section 20. Audits and Inspections: At any time during normal business hours, and as often as City and/or Federal Government representatives may deem necessary, the Provider shall make available all records, documentation, and any other data relating to all matters covered by the Agreement for review, inspection or audit. Audits shall be conducted annually and shall be submitted to the City 180 days after the end of the Provider's fiscal year. Sub-recipients shall comply with the requirements and standards ofOMB A-B3, "Audits ofInstitutions of High Education and Other Non-Profit Institutions" (as set forth in 24 CFR Part 45), or OMB Circular A-128, "Audits of State and Local Governments" (as set forth in 24 CFR Part 44), as applicable. Ifthis Agreement is closed-out prior to the receipt of an audit report, the City reserves the right to recover any disallowed costs identified in an audit after such closeout. Section 21. IndemnificationlInsurance Requirements: The Provider shall indemnify and hold harmless the City from any and all claims, liability, losses and causes of action which may arise out of an act, omission, negligence or misconduct on the part of the Provider or any of its agents, servants, employees, contractors, patrons, guests, clients, licensees or invitees pursuant to this Agreement and/or the Program. The Provider shall pay all claims and losses of any nature whatsoever in connection therewith and shall defend all suits in the name of the City, when applicable, and shall pay all costs and judgements which may issue thereon. This Indemnification shall survive the termination and/or expiration of term of this Agreement. The Provider shall not commence any work and/or services pursuant to this Agreement until all insurance required under this Section has been obtained and the City's Risk Manager has approved such insurance. In the event evidence of such insurance is not forwarded to the City's Risk Manager within thirty (30) days after the execution of this Agreement, this Agreement shall become null and void and the City shall have no obligation under the terms thereof unless a written extension of this thirty (30) day requirement is secured from the City Administration. 6 , The Provider shall maintain and carry in full force during the term of this Agreement and throughout the duration of the Program contemplated herein, whichever is longer, the following insurance (s): a. General Liability Policy with coverage for Bodily Injury and Property Damage, in the amount of $1,000,000 single limit. The policy must include coverage for contractual liability to cover the above indemnification. b. Worker's Compensation and Employers Liability, as required pursuant to Florida Statute. c. Automobile and vehicle coverage shall be required when the use of automobiles and other vehicles are involved in any way in the performance of the Agreement. Limits for such coverage shall be in the amount of $500,000. d. The City of Miami Beach shall be named as an additional insured under all such insurance contracts and City of Miami Beach Resolution No. 2001-24517shall referenced in the certificate. e. Thirty- (30) day written notice of cancellation or substantial modification of the insurance coverage must be given to the City's Risk Manager by the Provider and his/her insurance company. f. The insurance must be furnished by insurance companies authorized to do business in the State of Florida, and approved by the City's Risk Manager. The companies must be rated no less than "B+" as to management, and not less than "Class VI" as to strength by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent, subject to the approval of the City's Risk Manager. g. Original Certificates of Insurance for the above coverage must be submitted to the City's Risk Manager for approval prior to any work commencing. These certificates will be kept on file in the Office of the Risk Manager, Third Floor City Hall. All insurance required by this section of the Agreement shall be and remain in full force and effect for the entire term of this Agreement and/or throughout the duration of the project, whichever is greater, and each certificate or policy shall carry the provision that the insurance shall not terminate, lapse or otherwise expire, prior to thirty (30) days written notice to that effect, given by the insurance carrier to the City, and that the insurance carrier will not invoke the defense of performance of a governmental function by the Provider in performing this contract. Compliance with the foregoing requirements shall not relieve the Provider of the liabilities and obligations under this Section or under any other portion of this Agreement, and the City shall have the right to obtain from the Provider specimen copies of the insurance policies in the event that submitted Certificates of Insurance are inadequate to ascertain compliance with required coverage. All of Provider's certificates, above, shall contain endorsements providing that written notice shall be given to the City at least thirty (30) days prior to termination, cancellation or reduction in coverage of the policy. 7 Section 22. Conflict ofInterest: The Provider covenants that no person under its employ who presently exercises any functions or responsibilities in connection with ESG-funded activities has any personal financial interests, direct or indirect, in this Agreement. The Provider covenants that in the performance of this Agreement, no person having such conflicting interest shall be employed. The Provider covenants that it will comply with all provisions of24 CFR 576.57(d) "Conflict ofInterest", and the Federal, State, County and City of Miami Beach statutes, regulations, ordinances or resolutions governing conflicts of interest. The Provider shall disclose, in writing, to the City any possible conflicting interest or apparent impropriety that is covered by the above provisions. This disclosure shall occur immediately upon knowledge of such possible conflict. The City will then render an opinion, which shall be binding on both parties. Section 23. Venue: This Agreement shall be enforceable in Miami-Dade County, Florida, and iflegal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for the enforcement of the same shall lie in Miami- Dade County, Florida. Section 24. Notices: All notices required under this Agreement shall be sent to the parties at the following address, with copies to the Office ofthe City Attorney: City: Joanna Revelo, Director Community Development Division Neighborhood Services Department City of Miami Beach 1700 Convention Center Drive Miami Beach, FL 33139 Provider: Daniel T. Brady, Ph.D., Executive Director Douglas Gardens Community Mental Health Center of Miami Beach, Inc. 710 Lincoln Road Miami Beach, FL 33139 Section 25. Limitation of Liability: The City desires to enter into this Agreement only if in so doing the City can place a limit on City's liability for any cause of action for money damages due to an alleged breach by the City of this Agreement, so that its liability for any such breach never exceeds the sum of $10,000. Provider hereby expresses its willingness to enter into this Agreement with Provider's recovery from the City for any damage action for breach of contract to be limited to a maximum amount of $10,000, less the amount of all funds actually paid by the City to Provider pursuant to this Agreement. Accordingly, Provider hereby agrees that the City shall not be liable to Provider for damages in an amount in excess of $10,000, which amount shall be reduced by the amount of the funding actually paid by the City to Provider pursuant to this Agreement, for any action or claim for breach of contract arising out of the performance or nonperformance of any obligations imposed upon the City by this Agreement. Nothing contained in this subparagraph or elsewhere in this Agreement is in any way intended to be a waiver of the limitation placed upon City's liability as set forth in Florida Statutes, Section 768.28. 8 . Section 26. Matching Requirements: The Provider warrants herein that it will comply with the provisions of 24CFR 576.51 and 42 V.S.C. 11375(a)(3) and will provide the required dollar for dollar match from sources other than ESG, in accordance with Attachment II. The Provider will provide the City with evidence of such matching funds. This Agreement shall be binding upon all parties hereto and their respective heirs, executors, administrators, successors and assigns. In witness thereof, the parties hereto have executed or caused to be executed by their duly authorized officials, this Agreement in three (3) copies, each of which shall be deemed an original on the date first above written. OF MIAMI BEACH DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH, INC. AuthOriZ~ry ~ ~6' f tAU1u-- :O,wfr:t:- ~" 6i.))/IZ ' Typed Name and Title City Clerk \\CH2\VOL I\DDHP\SALL\L YSSETTE\ACTPLAN\2001-02\contracts\DougJas\ESG Contract.doc APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION Ll-;,l-{) } 9 . EgG AGREEMENT October 1, 2001 to September 30, 2002 ATTACHMENT I STATEMENT OF WORK AND GOALS DESCRIPTION OF PROGRAM To provide mobile outreach and case management services to the homeless in Miami Beach, resulting in at least 100 persons being placed in shelter care. Funding will be used to partially fund a mobile outreach team, supportive services for the homeless, and emergency/transitional beds. Homeless individuals and families currently living on the streets of Miami Beach will be the targeted population to be serviced. The program will offer a comprehensive level of services to ensure long-term success for homeless persons coming off the street. The mobile outreach team is a part of a multi-agency-coorrl;n~ted network of teams working throughout Miami-Dade County. The purpose of the team is to engage homeless individuals and families living on the streets and assist them in accessing housing and services. Addressing the unique housing needs of each homeless person is essential for ensuring these persons stay in housing and are successful in meeting their goals. Douglas Gardens will purchase emergency sheher beds at the Salvation Army for persons who are awaiting placement to transitional programs and for persons who are placed by the City of Miami Beach Police after hours. The Center will also lease two hotel units on Miami Beach for persons who are not appropriate for placement at the emergency sheher. A wide array of transitional and pennanent housing programs provided by Douglas Gardens on Miami Beach will be available for persons coming from the emergency placement or for persons who can skip the emergency shelter step. PROGRAM GOALS AND MEASURABLE OUTCOMES I. Contact at least 40 homeless individuals per week, or a minimum of 2,000 per year. 2. Complete an assessment of each homeless person's needs and placement goals by a case manager on staff with the outreach team. 3. Refer homeless persons to the appropriate housing and services. 4. Place at least 8 homeless individuals or families in housing on or off Miami Beach, for a minimum of 7 days, each month, totaling at least 100 per year. 5. Provide outreach and case management in conjunction with the Miami Beach Police Department's Homeless Outreach Team. SCHEDULE FOR IMPLEMENTATION Goal 1012001 1112001 1212001 112002 212002 312002 412002 512002 612002 712002 812002 912002 1 X X X X X X X X X X X X 2 X X X X X X X X X X X X 3 X X X X X X X X X X X X 4 X X X X X X X X X X X X 5 X X X X X X X X X X X X 6 X X X X X X X X X X X X F:\DDHP\$ALLILYSSETfEIACTPLAN\2001'()2\c_lDougloslDouglas GanIens AU I.doc Page 1 ofl . Activity Name: Provider Name: ESG AGREEMENT October I, 2001 to September 30, 2002 ATTACHMENT II BUDGET SUMMARY SHEET Homeless Outreach Doul!las Gardens Community Mental Health Center Funding Year: 200112002 Date Submitted: Categor CDBG/ESG Other Funding y Category Breakdown Funds Other Funds Sources Total Funds Number 1 Salaries and Benefits $10,889 $62,056 U.S. HUD/Trust $65,036 2 Space Rental $11,973 $237 U.S. HUD/Trust $12,210 3 Equipment Lease or $768 $7,680 U.S. HUD/Trust $8,448 Purchase 4 Other Operating Expenses $8,220 $2,725 U.S. HUD/Trust $10,945 Total CDBG/ESG Funds $31,850 Total Other Funds Grand Total $104,548 Page I of5 . ESG AGREEMENT BUDGET ITEMIZATION SHEET Activity Name: Provider Name: Homeless Outreach Doul!las Gardens Community Mental Health Center Funding Year: 200112002 Date Submitted: Category Amount Category Category Breakdown CDBGIESG Other Funds Total Funds Number Funds 1 Coordinator, Homeless Programs (.25 FTE) $9,074 $0 $9,074 1 Outreach Case Manager (1 FTE) $0 $27,801 $27,801 1 Peer Outreach Worker (1 FTE) $0 $19,934 $19,934 1 Fringe Benefits (at 32%) $1,815 $14,321 $16,135 Total Amount $10,889 $62,056 $72,944 Page 2 of5 ESG AGREEMENT BUDGET ITEMIZATION SHEET Activity Name: Provider Name: Homeless Outreach Doul!las Gardens Communitv Mental Health Center Funding Year: 2001/2002 Date Submitted: Category Amount Category Category Breakdown CDBGIESG Other Funds Total Number Funds Funds 2 Space Rental (I,OOO-sq. ft. x $12.21 per sq. ft.) $11,973 $237 $12,210 Total Amount $11,973 $237 $12,210 Page 3 of5 . ESG AGREEMENT BUDGET ITEMIZATION SHEET Activity Name: Provider Name: Homeless Outreach Doul!las Gardens Community Mental Health Center Funding Year: 200112002 Date Submitted: Category Amount Category Category Breakdown CDBGIESG Other Funds Total Funds Number Funds 3 Van Lease (at $460 a month x 5.6%) $0 $5,520 $5,520 3 Cellular Phone (lease and air time @ $64 a month) $768 $0 $768 for mobile outreach team referrals 3 Beeper (at $1.75 a month) $0 $0 $0 3 Parking Card for Outreach van, Case Manager and $0 $2,160 $2,160 Peer Outreach Worker (3 at $60 x 12 months) , Total Amount $768 $7,680 $8,448 Page 4 of5 . ESG AGREEMENT BUDGET ITEMIZATION SHEET Activity Name: Provider Name: Homeless Outreach Doul!las Gardens Community Mental Health Center Funding Year: 200112002 Date Submitted: Category Amount Category Category Breakdown CDBGIESG Other Funds Total Funds Number Funds 4 Food for four persons ($90 a month each) $4,320 $0 $4,320 4 Gas and oil for van (at $130 a month) $0 $1,560 $1,560 4 Bus tokens for clients ($97 a month x 12 months) $0 $1,165 $1,165 4 Auto Insurance (at $258 a month) $3,100 $0 $3,100 4 Indirect Administrative Costs (2.5% of total grant) $800 $0 $800 Total Amount $8,220 $2,725 $10,945 Page5of5 ESG AGREEMENT October 1, 2001 to September 30, 2002 ATTACHMENT III GUIDELINES FOR FINANCIAL MANAGEMENT OF ESG-FUNDED ACTIVITIES To comply with federal regulations, each program must have a financial management system that provides accurate, current and complete disclosure of the financial status of the activity. This means the financial system must be capable of generating regular financial status reports which indicate the dollar amount allocated for each activity (including any budget revisions), amount obligated (i.e., for which contract exists), and the amount expended for each activity. The system must permit the comparison of actual expenditures and revenues against budgeted amounts. The City must be able to isolate and to trace every ESG dollar received and prove where it went and for what it was used. Accounting records must be supported by source documentation. Invoices, bills of lading, purchase vouchers, payrolls and the like must be secured and retained for four years in order to show for what purpose funds were spent. Payments should not be made without invoices and vouchers physically in hand. All vouchers/invoices should be on vendor's letterhead. All employees paid in whole or in part from ESG funds should prepare a time sheet indicating the hours worked on ESG projects for each pay period. Based on these time sheets and the hourly payroll costs for each employee, a voucher statement indicating the distribution of payroll charges should be prepared and placed in the appropriate files. The City is responsible for reviewing and certifying the financial management of any operating agency, which is not a City department or bureau, in order to determine whether or not it meets all of the above requirements. If the agency's system does not meet these requirements and modifications are not possible, the City must administer the ESG funds for the operating agency. Financial records are to be retained for a period of four years, with access guaranteed to the City, to HUD or Treasury officials or their representative. One copy of the vendors' audited financial statement shall be submitted to the City immediately following the end of the vendors' fiscal year(s) during which ESG funds are received. Payments to sub-recipients will be on a reimbursement basis to be submitted to: Joanna Revelo, Director Community Development Division City of Miami Beach Neighborhood Services Department 1700 Convention Center Drive Miami Beach, Florida 33139 Requests are to be submitted utilizing the enclosed financial status, client profile, and narrative report forms, in a format consistent with the approved budget as shown in Attachment II, including an analysis of expenses to budget. A cash advance may be available upon special request. F:\DDHP\$ALLIL YSSETIElACTPLAN\200 I-02lBoilerplateslAttachment III ESG.doc Page I ofl > ~ ICMB Budget Account 137.5790 MontbNear CITY OF MIAMI BEACH COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FINANCIAL STATUS REPORT Provider: Douelas Gardens Community Mental Healtb Ceoter Project Name: Homeless Outreacb Date Submitted: Title: Signature: Reporting Period: Person Submitting Report: CDBG Year 27 $31,850 FY 2001/2002 Budget Amount Month Description Expenditures Year to Date Expenses October 2001 November 2001 December 2001 January 2002 February 2002 March 2002 April 2002 May 2002 June 2002 July 2002 August 2002 September 2002 Available Funds Amount Requested This Payment . CITY OF MIAMI BEACH EMERGENCY SHELTER GRANTS PROGRAM MONTHLY NARRATIVE AND CLIENT PROFILE REPORT Provider: Doul!las Gardens Community Mental Health Center Project Name: Homeless Outreach Reporting Period: Date Submitted: Person Submitting Report: Signature: Please complete the folIowing reports for activities undertaken during this month's reporting period. If reporting for more than one activity, provide a separate progress and client profile report for each distinct activity. I. Monthly Progress Report - Please document the progress achieved during this month towards the project goals and measurable outcomes that were outlined in the Schedule for Implementation of the Statement of Work and Goals (Attachment I of the Agreement.) Month Goal Met Not Met October November December January February March Month Goal Met Not Met April May June July August September In the space below, describe any problem, which may have affected your performance during the reporting period. Attach additional pages, if necessary and describe any special circumstance encountered, recognition or award received during the reporting period. II. Client Profile Report Month Clients Income Range Ethnicity Female Special HOH Needs3 New YTD' 50% 80% White Not Black Not Hispanic American Asian!Pacific (VLI)' (LM) , Hispanic Hispanic Indian Islander/Other Oct. Nov. Dec. Jan. Feb. March April May June July Aug. Sept. / Total Notes: (1) YTD indicates Year to Date. This number equals prior monthly figures + current monthly figures. (2) VLI indicates very~low income. LM indicates low/moderate.income. (3) Special Needs includes elderly/frail elderly persons, persons with AIDS, persons with disabilities, homeless persons, and families participating in programs to achieve economic self-sufficiency. \\CH2IVOLt\DDHP\$ALL\L YSSETIEIACTPLAN\2001-02\BoiterptateslProgress Report PS aod ED.doc . ESG AGREEMENT October 1, 2001 to September 30, 2002 ATTACHMENT IV APPLICABLE FEDERAL REGULATIONS Compliance with the Section 109 of the Housing and Community Development Act of 1974 The work to be performed under this Agreement is subject to the requirements of Section 109 of the Housing and Community Development Act of 1974, which states that: "No person in the United States shall, on the ground of race, color, national origin, sex or handicap, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity funded in whole or in part with funds available under this title." Compliance with Equal Opportunity Provisions of Executive Order No. 11246 In carrying out the Agreement, the Provider shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, handicap or national origin. The Provider shall take affirmative action to insure that applicants for employment are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, handicap or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of payor other forms of compensation; and selection for training, including apprenticeship. The Provider shall post in conspicuous places, available to employees and applicants for employment, notices to be provided by the government setting forth the provisions ofthis nondiscrimination clause. The Provider shall state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, handicap or national origin. For purposes of the Emergency Shelter Grants program, the term "dwelling units" in 24 CFR part 8 shall include sleeping accommodations. Use of emergency shelter grants amounts must also comply with the requirement that the Provider make known that use of the facilities or services is available to all on a nondiscriminatory basis. If the procedures that the Provider intends to use to make known the availability of the facilities and services are unlikely to reach persons of any particular race, color, religion, sex, age, national origin, familial status, or disability who may qualify for such facilities and services, the Provider must establish additional procedures that will ensure that such persons are made aware of the facilities and services. Providers must also adopt procedures which will make available to interested persons, information concerning the location of services and facilities that are accessible to persons with disabilities. Applicability ofOMB Circulars The policies, guidelines, and requirements of 24 CFR part 85 (codified pursuant to OMB Circular No. A-I 02), and OMB Circular No. A-87, as they relate to the acceptance and use of emergency shelter grant amounts by States and units oflocal government, and Nos. A-IIO and A-122 as they relate to the acceptance and use of emergency shelter grant amounts by private nonprofit organizations. OMB Circulars referenced in this section are available at the Entitlement Cities Division, Room 7282, Department of Housing and Urban Development, 451 Seventh Street, SW, Washington, DC 20410. Page 1 00 . Compliance with Lead-Based Paint Regulations The requirements, as applicable, of the Lead-Based Paint Poisoning Prevention Act (42 USC 4821-4846) and implementing regulations at 24 CFR part 35. In addition, the Provider must also meet the following requirements relating to inspection and abatement of defective lead. based paint surfaces: A. Treatment of defective paint surfaces must be perfonned before final inspection and approval of the renovation, rehabilitation or conversion activity under this part; and B. Appropriate action must be taken to protect shelter occupants from the hazards associated with lead-based paint abatement procedures. Conflict of Interest In addition to the Conflict of Interest requirements in OMB Circulars A-I02 and A-IIO, no person who is an employee, agent, consultant, officer or elected or appointed official of the City of Miami Beach or the Provider and who exercises or has exercised any functions or responsibilities with respect to the assisted activities, or who is in a position to participate in a decision making process or gain inside infonnation with regard to such activities may obtain a personal or financial interest or benefit from the activity or have an interest in any contract, subcontract, or agreement with respect thereto, or the proceeds thereunder, either for him or herself or for those with whom he or she has family or business ties, during his or her tenure, or for one year thereafter. Audit The Provider is subjectto the audit requirements ofOMB Circular A-B3, as set forth in 24 CFR part 45. Lobbying and Disclosure Requirements The disclosure requirements and prohibitions of 42 USC 3537a and 3345 Compliance with Section 3 of the Housing and Urban Development Act of 1968 A. The work to be perfonned under this Agreement is on a project assisted under a program providing direct federal financial assistance from the Department of Housing and Urban Development and is subject to the requirements of Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.c. 170 lu. Section 3 requires that, to the greatest extent feasible, opportunities for training and employment be given to lower income residents of the project area and contracts for work in connection with the project be awarded to business concerns which are located in, or owned in substantial part, by persons in the area of the project. B. The parties to this Agreement will comply with the provisions of said Section 3 and the regulations issued pursuant thereto by the Secretary of Housing and Urban Development set forth in 24 CFR, and all applicable rules and orders ofthe Department issued thereunder prior to the execution of this Agreement. The parties to this Agreement certify and agree that they are under no contractual or other disability, which would prevent them from complying with these requirements. C. The Provider shall send to each labor organization or representative of workers with which he has a collective bargaining agreement or other contract or understanding, if any, a notice advising the said labor organization or workers representative of his commitments under this Section 3 clause and shall post copies of the notice in conspicuous places available to employees and applicants for employment or training. Page 2 of3 D. The Provider will include this Section 3 clause in every sub-agreement for work in connection with the project and will, at the direction of the applicant for, or recipient of federal financial assistance, take appropriate action pursuant to the sub-agreement upon finding that the subcontractor is in violation ofregulations issued by the Secretary of Housing and Urban Development, 24 CFR. The Provider will not subcontract with any subcontractor where it has notice or knowledge that the latter has been found in violation of regulations under 24 CFR and will not enter into any sub-agreement unless the subcontractor has first provided it with a preliminary statement of ability to comply with the requirements of these regulations. E. Compliance with the provisions of Section 3, the regulations set forth in 24 CFR, and all applicable rules and orders of the Department issued thereunder prior to the execution of the contract, shall be a condition of the federal financial assistance provided to the project, binding upon the applicant or recipient of such assistance, its successors and assigns. Failure to fulfill these requirements shall subject the applicant or recipient for such assistance, its successors and assigns to those sanctions specified by the grant or loan agreement or contract through which federal assistance is provided, and to such sanctions as are specified by 24 CFR Part 135. Compliance with Section 504 of the Rehabilitation Act of 1973, as amended The work to be performed under this contract is subject to the requirements of Section 504 of the Rehabilitation Act of 1973, as amended, which states that: "No otherwise qualified handicapped individual in the United States... shall, solely by reason of his handicap, be excluded from the participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance or under any program or activity conducted by any executive agency." F:\DDHP\$ALLIL YSSETfEIACfPLAN\2001-02\BoilerplateslAttachment IV ESG.doc Page 3 00 CERTIFICATION OF RELIGIOUS ORGANiZATION REOUlREMENTS In accordance with First Amendment of the U.S. Constitution - "church/state principles", CDBG assistance may not, as a general rule, be provided to primarily religious entities for any secular or religious activities. Therefore, the following restrictions and limitations apply to any provider which represents that it is, or may be deemed to be, a religious or denominational institution or an organization operated for religious purposes which is supervised or controlled by or operates in connection with a religious or denominational institution or organization. A religious entity that applies for and is awarded CDBG funds for public service activities must agree to the following: I. It will not discriminate against any employee or applicant for employment on the basis of religion and will not limit employment or give preference in employment to persons on the basis of religion; 2. It will not discriminate against any person applying for such public services on the basis of religion and will not limit such services or give preference to persons on the basis of religion; 3. It will provide no religious instruction or counseling, conduct no religious worship or services, engage in no religious proselytizing, and exert no other religious influence in the provision of such public services; 4. The portion of a facility used to provide public services assisted in whole or in part under this Agreement shall contain no sectarian or religious symbols or decorations; and The funds received under this Agreement shall not be used to construct, rehabilitate, or restore any facility which is owned by the Provider and in which the public services are to be provided. However, minor repairs may be made if such repairs are directly related to the public services; are located in a structure used exclusively for non-religious purposes; and constitute, in dollar terms, only a minor portion of the CDBG expenditure for the public services. I hereby acknowledge that I have read the specific requirements contained in this Certification, and that eligibility of my organization's project depends upon compliance with the requirements contained in this document. DOUGLASGARDENSCO~YMENTAL HEALTH CENTER OF MIAMI BEACH. INC. Signaturfl-P- ~ /I I'U h6Q I ( ( Date atory ~1-. Jk,t. Print Title of Authorized Signatory Page 1 ofl CERTIFICATION REGARDING LOBBYING Name of Recipient: CITY OF MIAMI BEACH Name of Sub-recipient: DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH. INC. Grant Program Name: EMERGENCY SHELTER GRANTS S-01-MC-120007 If h.1 h.OOt I { The undersigned certifies, to the best of his or her knowledge and belief, that: Grant Number: Date: I. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or any employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or any employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all sub-awards at all tiers (including sub-contracts, sub-grants, and contracts under grants, loans, and cooperative agreements) and that all individuals receiving sub-awards shall certify and disclose accordingly. DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH. INC. If he k I Date I I tlx_ Print Name of Authorized Signato ~. ~11. Print Title of Authorized Signatory Page! of! CERTIFICATION REGARDING DRUG-FREE WORKPLACE REOUlREMENTS Name of Recipient: CITY OF MIAMI BEACH Grant Program Name: DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH. INC. EMERGENCY SHELTER GRANTS Name of Sub-recipient: Grant Number: S-01-MC-120007 f! /2-1 J-Z-061 ( I The Provider shall insert in the space provided below the site(s) expected to be used for the performance of work under the grant covered by the certification: Date: Place of Performance (include street address, city, county, state, zip code for each site): 70r U rl/l-<i ~I ~-f' 331>9 U/IIUUIJ ~ DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH. INC. M 1S3 II ("21/200/ r . Signature ~(~~ Print Name of Authorized Signatory Date e -1-. JJc (l... Print Title of Authorized Signatory Page! of! - . ACKNOWLEDGEMENT OF DISABILITY NONDISCRIMINATION AFFIDAVIT CONTRACT REFERENCE ESG Fiscal Year 2001/2002 NAME OF FIRM, CORPORA nON, OR ORGANIZA nON DOUGLAS GARDENS COMMUNITY MENTAL HEALTH CENTER OF MIAMI BEACH. INC AUTHORIZED AGENT~OMPLETING AFFIDAVIT ~~lei:.. 'B~ POSITION ~ J)(1'l.. PHONE NUMBER em -S3,.,)Jcf I I, ' t~ ~ ' being duly first sworn state: That the above named form, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. The Americans with Disabilities Act of 1990 (ADA): Pub. 1. 101-336, 104 Stat 327, 42 U.S.C. 12101-12213 and 547 U.S.c. Sections 225 and 611 including Title I, Employment; Tittle II, Public Services; Title III, Public Accommodations and Services Operated by Private Entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. The Rehabilitation Act of 1973: 29 U.S.C. Section 794. The Federal Transit Act, as amended: 49 U.S.C. Section 1612. The Fair Housing Act as amended: 42 U.S.C. Section 3601-3631. ~t}Sj I(ft, ho;/ f ( Joo) d~$~y Signature Date SUBSCRIBED AND SWORN TO (or affirmed) before me on c? }4 Dan\?J ~'fO~ (Affiant) W$r (Type of identification) ~~~ (Si nature of Notary) ~ t\. FrarlClne Massaro !~ . My Commisston 0000396.' '\ ~fi 2E 200' (Print or Staift'" ~of~~) Notary PUblitfl'" ~ .J.State) Notary Seal vomm.uton 0 3884 -.:....;:.1 E>cpir.. February 25 2005 The City of Miami Beach will not award a contract to any firm, corporation or organization that fails to complete and submit this Affidavit with the firm, corporation or organization's bid or proposal or fails to have this Affidavit on file with the City of Miami Beach. presented as identification. !DD CX523 7 10 Lf (Serial Number) ~~1;W05 Page 1 ofl ; . CITY OF MIAMI BEACH GLOSSARY Affordable Housing: Affordable housing is generally defined as housing where the occupants pay no more than 30 percent of gross income for gross housing costs, including utility costs. AIDS and Related Diseases: The disease of acquired immunodeficiency syndrome or any conditions arising from the etiologic agent for acquired immunodeficiency syndrome. Alcohol/Other Drug Addiction: A serious and persistent alcohol or other drug addiction that significantly limits a person's ability to live independently. Committed: Generally means there has been a legally binding commitment of funds to a specific project to undertake specific activities. Community Develooment Target Area: Geographic area where at least 51 percent of the residents are low and moderate-income persons. Consistent with the Plan: A determination made by the jurisdiction that a program application meets the following criterion: . The Annual Plan for that fiscal year's funding indicates the jurisdiction planned to apply for the program or was willing to support an application by another entity for the program; . The location of activities is consistent with the geographic areas specified in the plan; and . The activities benefit a category of residents for which the jurisdiction's five-year strategy shows a priority. Cost Burden> 30%: The extent to which gross housing costs, including utility costs, exceed 30 percent of gross income, based on data published by the U.S. Census Bureau. Cost Burden >50% (Severe Cost Burden): The extent to which gross housing costs, including utility costs, exceed 50 percent of gross income, based on data published by the U.S. Census Bureau. Disabled Household: A household composed of one or more persons at least one of whom is an adult (a person of at least 18 years of age) who has a disability. A person shall be considered to have a disability if the person is determined to have a physical, mental or emotional impairment that: (1) is expected to be oflong-continued and indefinite duration; (2) substantially impedes his or her ability to live independently; and (3) is of such a nature that the ability could be improved by more suitable housing conditions. A person shall also be considered to have a disability ifhe or she has a developmental disability as defined in the Developmental Disabilities Assistance and Bill of Rights Act (42 U.S.c. 6001-6006). The term also includes the surviving member or members of any household described in the first sentence of Page I of? . . this paragraph who were living in an assisted unit with the disabled member of the household at the time of his or her death. Elderlv Household: For HUD rental programs, a one or two person household in which the head of the household or spouse is at least 62 years of age. Elderlv Person: A person who is at least 62 years of age. Existing Homeowner: An owner-occupant of residential property who holds legal title to the property and who uses the property as his/her principal residence. Familv: See definition in 24 CFR 812.2 (The National Affordable Housing Act definition required to be used in the CHAS rule differs from the Census definition). The Bureau of Census defines a family as a householder (head of household) and one or more other persons living in the same household who are related by birth, marriage or adoption. The term "household" is used in combination with the term "related" in the CHAS instructions, such as for Table 2, when compatibility with the Census definition of family (for reports and data available from the Census based upon that definition) is dictated. (See also "Homeless Family.") Familv Self-Sufficiency (FSS) Program: A program enacted by Section 554 of the National Affordable Housing Act which directs Public Housing Agencies (PHAs) and Indian Housing Authorities (IHAs) to use Section 8 assistance under the rental certificate and rental voucher programs, together with public and private resources, to provide supportive services, that will enable participating families to achieve economic independence and self-sufficiency. Federal Preference for Admission: The preference given to otherwise eligible applicants under HUD's rental assistance programs who, at the time they seek housing assistance are involuntarily displaced, living in substandard housing, or paying more than 50 percent of family income for rent. (See 24 CFR 882.219.) First Time Home Buver: An individual or family who has not owned a home during the three year period preceding the HUD-assisted purchase of a home that must be used as the principal residence of the home buyer, except that any individual who is a displaced homemaker (as defined in 24 CFR 92) or a single parent (as defined in 24 CFR. 921) may not be excluded from consideration as a first time home buyer on the basis that the individual, while a homemaker or married, owned a home with his or her spouse or resided in a home owned by the spouse. For Rent: Year round housing units which are vacant and offered/available for rent. (U.S. Census definition). For Sale: Year round housing units which are vacant and offered available for sale only. (U.S. Census definition). Frail Elderlv: An elderly person who is unable to perform at least 3 activities of daily living (i.e., eating, dressing, bathing, grooming, and household management activities). (See 24 CFR 689.105.) Group Ouarters: Facilities providing living quarters that are not classified as housing units. (U.S. Census Page 2 of7 . definition.) Examples include: prisons, nursing homes, dormitories, military barracks, and shelters. HOME: The HOME Investment Partnerships Program, authorized by Title 11 of the National Affordable Housing Act. Homeless Familv: Family that includes at least one parent or guardian and one child under the age of 18, a homeless pregnant woman, or a homeless person in the process of securing legal custody of a person under the age of 18, living in situations described by terms "sheltered" or "unsheltered". Homeless Individual: An unaccompanied youth (17 years or younger) or an adult (18 years or older) without children, living in situations described by terms "sheltered" or "unsheltered". Homeless Youth: Unaccompanied person 17 years of age or younger who is living in situations described by terms "sheltered" or "unsheltered". Household: One or more persons occupying a housing unit (U.S. Census definition). See also "Family". Housing Problems: Households with housing problems include those that: (I) occupy units meeting the definition of Physical Defects; (2) meet the definition of overcrowded; and (3) meet the definition of cost burden greater than 30%. Table 1C requests nonduplicative accounts of households that meet one or more of these criteria. Housing Unit: An occupied or vacant house, apartment, or a single room (SRO housing) that is intended as separate living quarters. (U.S. Census definition.) Institutions/Institutional: Group quarters for persons under care or custody. (U.S. Census definition.) Large Related: A household of 5 or more persons which includes at least one person related to the householder by blood, marriage or adoption. LIHTC: (Federal) Low Income Housing Tax Credit. Low-Income: Households whose incomes do not exceed 50 percent of the median income for the area, as determined by HUD, with adjustments for smaller and larger families, except that HUD may establish income ceilings higher or lower than 50 percent of the median for the area on the basis of HUD's findings that such variations are necessary because of prevailing levels of construction costs for fair market rents, or unusually high or low family incomes. NOTE: HUD income limits are updated annually and are available from local HUD offices. (This term corresponds to low and moderate-income households in the CDBG Program.) Moderate-Income: Households whose incomes are between 51 percent and 80 percent of the median income for the area, as determined by HUD, with adjustments for smaller or larger families, except that HUD may establish income ceilings higher or lower than 80 percent of the median for the area on the basis of HUD's findings that such variations are necessary because of prevailing levels of construction costs or fair market rents, or unusually high or low family incomes. (This definition is different than that for the CDBG Program.) Page 3 of7 . . . Middle-Income: Households whose incomes are between 81 percent and 95 percent of the median income for the area, as determined by HUD, with adjustments for smaller or larger families, except that HUD may establish income ceilings higher or lower than 95 percent of the median for the area on the basis of HUD's findings that such variations are necessary because of prevailing levels of construction costs or fair market rents, or unusually high or low family incomes. (This definition is different than that for the CDBG Program.) Non-Elderlv Household: A household which does not meet the definition of "Elderly Household," as defined above. Non-Homeless Person with Soecial Needs: Includes elderly/frail elderly persons, persons with AIDS, disabled families, and families participating in organized programs to achieve economic self-sufficiency. Non-Institutional: Group quarters for persons not under care or custody. (U.S. Census definition.) Occuoied Housing Unit: A housing unit that is the usual place of residence of the occupant(s). Other Household: A household of one or more persons that does not meet the definition of a Small Related household, Large Related household, or Elderly Household. Other Income: Households whose incomes exceed 80 percent of the median income for the area, as determined by the Secretary, with adjustments for smaller and larger families. Other Low-income: Households whose incomes are between 51 percent and 80 percent of the median income for the area, as determined by HUD, with adjustments for smaller and larger families, except that HUD may establish income ceilings higher or lower than 80 percent of the median for the area on the basis of HUD's findings that such variations are necessary because of prevailing levels of construction costs or fair market rents, or unusually high or low family incomes. (This term corresponds to moderate-income in the CDBG Program.) Other Vacant: Vacant year round housing units that are not For Rent or For Sale. This category would include Awaiting Occupancy or Held. Overcrowded: A housing unit containing more than one person per room. (U.S. Census definition.) Owner: A household that owns the housing unit it occupies. (U.S. Census definition.) Phvsical Defects: A housing unit lacking complete kitchen or bathroom. (U.S. Census definition.) Jurisdictions may expand upon the Census definition. Primarv Housing Activitv: A means of providing or producing affordable housing -- such as rental assistance, production, rehabilitation or acquisition -- that will be allocated significant resources and/or pursued intensively for addressing a particular housing need. (See also, "Secondary Housing Activity".) Proiect-Based (Rental) Assistance: Rental Assistance provided for a project, not for a specific tenant. Tenants receiving project-based rental assistance give up the right to that assistance upon moving from the project. Page 4 of? ! ~ Public Housing ClAP: Public Housing Comprehensive Improvement Assistance Program. Public Housing MROP: Public Housing Major Reconstruction of Obsolete Projects. Rent Burden> 30% (Cost Burden): The extent to which gross rents, including utility costs, exceed 30 percent of gross income, based on data published by the U.S. Census Bureau. Rent Burden> 50% (Severe Cost Burden): The extent to which gross rents, including utility costs, exceed 50 percent of gross income, based on data published by the U.S. Census Bureau. Rental Assistance: Rental assistance payments provided as either project-based rental assistance or tenant-based rental assistance. Renter: A household that rents the housing unit it occupies, including both units rented for cash and units occupied without cash payment of rent. (U.S. Census definition.) Renter Occupied Unit: Any occupied housing unit that is not owner occupied, including units rented for cash and those occupied without payment of cash rent. Secondary Housing Activitv: A means of providing or producing affordable housing such as rental assistance, production, rehabilitation or acquisition -- that will receive fewer resources and less emphasis than primary housing activities for addressing a particular housing need. (See also, "Primary Housing Activity" .) Section 215: Section 215 of Title II of the National Affordable Housing Act. Section 215 defines "affordable" housing projects under the HOME program. Service Needs: The particular services identified for special needs populations, which typically may include transportation, personal care, housekeeping, counseling, meals, case management, personal emergency response, and other services to prevent premature institutionalization and assist individuals to continue living independently. Severe Cost Burden: See Cost Burden> 50%. Severe Mental Illness: A serious and persistent mental or emotional impairment that significantly limits a person's ability to live independently. Sheltered: Families and persons whose primary nighttime residence is a supervised publicly or privately operated shelter, including emergency shelters, transitional housing for the homeless, domestic violence shelters, residential shelters for runaway and homeless youth, and any hotel/motel/apartment voucher arrangement paid because the person is homeless. This term does not include persons living doubled up or in overcrowded or substandard conventional housing. Any facility offering permanent housing is not a shelter, nor are its residents homeless. Small Related: A household of 2 to 4 persons which includes at least one person related to the householder by birth, marriage, or adoption. Page 5 of7 f . Substandard Condition: Housing not meeting the City of Miami Beach's Housing Code, containing deficiencies such as holes in roof, faulty or non-existent plumbing, etc. Substandard Condition and not Suitable for Rehab: By local definition, dwelling units that are in such poor condition as to be neither structurally nor financially feasible for rehabilitation. (See also "Substandard Condition.") Substandard Condition-but Suitable for Rehab: By local definition, dwelling units that do not meet standard conditions but are both financially and structurally feasible for rehabilitation. This does not include units that require only cosmetic work, correction or minor livability problems or maintenance work. (See also "Substandard Condition.") Substantial Amendment: A major change in an approved housing strategy. It involves a change to the five-year strategy, which may be occasioned by a decision to undertake activities or programs inconsistent with that strategy. Substantial Rehabilitation: Rehabilitation of residential property at an average cost for the project in excess of $25,000 per dwelling unit. Supportive Housing: Housing, including Housing Units and Group Quarters, that have a supportive environment and includes a planned service component. Supportive Service Need in FSS Plan: The plan that PHAs administering a Family Self-Sufficiency program are required to develop to identify the services they will provide to participating families and the source of funding for those services. The supportive services may include child care; transportation; remedial education; education for completion of secondary or post secondary schooling; job training; preparation and counseling; substance abuse treatment and counseling; training in homemaking and parenting skills; money management and household management; counseling in home ownership; job development and placement; follow-up assistance after job placement; and other appropriate services. Supportive Services: Services provided to residents of supportive housing for the purpose of facilitating the independence of residents. Some examples are case management, medical or psychological counseling and supervision, child care, transportation, and job training. Tenant-Based (Rental) Assistance: A form of rental assistance in which the assisted tenant may move from a dwelling unit with a right to continued assistance. The assistance is provided for the tenant, not for the project. Total Vacant Housing Units: Unoccupied year round housing units. (U.S. Census definition.) Unsheltered: Families and individuals whose primary nighttime residence is a public or private place not designed for, or ordinarily used as, a regular sleeping accommodation for human beings (e.g., streets, parks, alleys). Vacant Awaiting Occupancv or Held: Vacant year-round housing units that have been rented or sold and are currently awaiting occupancy, and vacant year round housing units that are held by owners or renters for occasional use. (U.S. Census definition.) Page 6 of7 r < . Vacant housing Unit: Unoccupied year-round housing unit that is available or intended for occupancy at any time during the year. Verv Low-Income: Households whose incomes do not exceed 50 percent of the median area income for the area, as determined by HUD, with adjustments for smaller and larger families and for areas with unusually high or low incomes or where needed because of prevailing levels of construction costs or fair market rents. (This term corresponds to low income households in the CDBG Program.) (For the purpose of further distinguishing within this category, two subgroups (0 to 30% and 31 to 50% of MFI) have been established in the CHAS tables and narratives.) Worst-Case Needs: Unassisted, very low-income renter households who pay more than half of their income for rent, live in seriously substandard housing (which includes homeless people) or have been involuntarily displaced. Year Round Housing Units: Occupied and vacant housing units intended for year round use. (U.S. Census definition.) Housing units for seasonal or migratory use are excluded. Page 7 of7