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HomeMy WebLinkAbout2007-308R 9 - i4 ) 1 7 Indian River County Grant Contract This Grant Contract ("Contract") entered into effective this ay of October 2007 by and between Indian River County, a political subdivision of the Stto of Florida , 1801 27th Street, Vero Beach FL , 32960 ("County") and Catholic Charities, ( Recipient); of: P . O . Box 109650 , Palm Beach Gardens , Fl . , 33410 For: Samaritan Center Program Backqround Recitals A . The County has determined that it is in the public interest to promote healthy children in a healthy community. B . The County adopted Ordinance 99- 1 on January 19 , 1999 ("Ordinance") and established the Children's Services Advisory Committee to promote healthy children in a healthy community and to provide a unified system of planning and delivery within which children's needs can be identified , targeted , evaluated and addressed . C . The Children's Services Advisory Committee has issued a request for proposals from individuals and entities that will assist the Children's Services Advisory Committee in fulfilling its purpose. D . The proposals submitted to the Children 's Services Advisory Committee and the recommendation of the Children' s Services Advisory Committee have been reviewed by the County. E . The Recipient, by submitting a proposal to the Children 's Services Advisory Committee , has applied for a grant of money ("Grant") for the Grant Period (as such term is hereinafter defined ) on the terms and conditions set forth herein . F . The County has agreed to provide such Grant funds to the Recipient for the Grant Period (as such term is hereinafter defined ) on the terms and conditions set forth herein . NOW THEREFORE , in consideration of the mutual covenants and promises herein contained , and other good and valuable consideration , the receipt and adequacy of which are hereby acknowledged , the parties agree as follows : 1 . Background Recitals . The background recitals are true and correct and form a material part of this Contract . 2 . Purpose of Grant. The Grant shall be used only for the purposes set forth in the complete proposal submitted by the Recipient attached hereto as Exhibit "A" and incorporated herein by this reference (such purposes hereinafter referenced as "Grant Purposes" ). 3 . Term . The Recipient acknowledges and agrees that the Grant is limited to the fiscal year 2007/2008 ("Grant Period") . The Grant Period commences on October 1 , 2007 and ends on September 30 , 2008 . 9 - i4 ) 1 7 Indian River County Grant Contract This Grant Contract ("Contract") entered into effective this ay of October 2007 by and between Indian River County, a political subdivision of the Stto of Florida , 1801 27th Street, Vero Beach FL , 32960 ("County") and Catholic Charities, ( Recipient); of: P . O . Box 109650 , Palm Beach Gardens , Fl . , 33410 For: Samaritan Center Program Backqround Recitals A . The County has determined that it is in the public interest to promote healthy children in a healthy community. B . The County adopted Ordinance 99- 1 on January 19 , 1999 ("Ordinance") and established the Children's Services Advisory Committee to promote healthy children in a healthy community and to provide a unified system of planning and delivery within which children's needs can be identified , targeted , evaluated and addressed . C . The Children's Services Advisory Committee has issued a request for proposals from individuals and entities that will assist the Children's Services Advisory Committee in fulfilling its purpose. D . The proposals submitted to the Children 's Services Advisory Committee and the recommendation of the Children' s Services Advisory Committee have been reviewed by the County. E . The Recipient, by submitting a proposal to the Children 's Services Advisory Committee , has applied for a grant of money ("Grant") for the Grant Period (as such term is hereinafter defined ) on the terms and conditions set forth herein . F . The County has agreed to provide such Grant funds to the Recipient for the Grant Period (as such term is hereinafter defined ) on the terms and conditions set forth herein . NOW THEREFORE , in consideration of the mutual covenants and promises herein contained , and other good and valuable consideration , the receipt and adequacy of which are hereby acknowledged , the parties agree as follows : 1 . Background Recitals . The background recitals are true and correct and form a material part of this Contract . 2 . Purpose of Grant. The Grant shall be used only for the purposes set forth in the complete proposal submitted by the Recipient attached hereto as Exhibit "A" and incorporated herein by this reference (such purposes hereinafter referenced as "Grant Purposes" ). 3 . Term . The Recipient acknowledges and agrees that the Grant is limited to the fiscal year 2007/2008 ("Grant Period") . The Grant Period commences on October 1 , 2007 and ends on September 30 , 2008 . 4 . Grant Funds and Payment The approved Grant for the Grant Period is Forty Thousand Dollars ($40,000) . The County agrees to reimburse the Recipient from such Grant funds for actual documented costs incurred for Grant Purposes provided in accordance with this Contract. Reimbursement requests may be made no more frequently than monthly. Each reimbursement request shall contain the information , at a minimum , that is set forth in Exhibit "B" attached hereto and incorporated herein by this reference . All reimbursement requests are subject to audit by the County. In addition , the County may require additional documentation of expenditures , as it deems appropriate . 5 . Additional Obligations of Recipient. 5 . 1 Records . The Recipient shall maintain adequate internal controls in order to safeguard the Grant. In addition , the Recipient shall maintain adequate records fully to document the use of the Grant funds for at least three (3 ) years after the expiration of the Grant Period . The County shall have access to all books , records , and documents as required in this Section for the purpose of inspection or audit during normal business hours at the County's expense , upon five (5) days prior written notice . 5 . 2 Compliance with Laws . The Recipient shall comply at all times with all applicable federal , state , and local laws , rules , and regulations . 5 .3 Quarterly Performance Reports. The Recipient shall submit quarterly, cumulative, Performance Reports to the Human Services Department of the County within fifteen ( 15) business days following : December 31 , March 31 , June 30 , and September 30 . The Recipient acknowledges and agrees that the County reserves the right to conduct random and unannounced monitoring of the program' s performance throughout the Grant Period . 5.4 Audit Reguirements . If Recipient receives $25 ,000 or more in the aggregate from all Indian River County government funding sources , the Recipient is required to have an audit completed by an independent certified public accountant at the end of the Recipient's fiscal year. Within 120 days of the end of the Recipient' s fiscal year, the Recipient shall submit the audit to the Indian River County Office of Management and Budget. The fiscal year will be as reported on the application for funding , and the Recipient agrees to notify the County prior to any change in the fiscal period of Recipient. The Recipient acknowledges that the County may deny funding to any Recipient if an audit required by this Contract for a prior fiscal year is past due and has not been submitted by May 1 . 5 .4 . 1 The Recipient further acknowledges that, promptly upon receipt of a qualified opinion from it's independent auditor, such qualified opinion shall immediately be provided to the Indian River County Office of Management and Budget. The qualified opinion shall thereupon be reported to the Board of Commissioners and funding under this Contract will cease immediately. The foregoing termination right is in addition to any other right of the County to terminate this Contract. - 2 - 4 . Grant Funds and Payment The approved Grant for the Grant Period is Forty Thousand Dollars ($40,000) . The County agrees to reimburse the Recipient from such Grant funds for actual documented costs incurred for Grant Purposes provided in accordance with this Contract. Reimbursement requests may be made no more frequently than monthly. Each reimbursement request shall contain the information , at a minimum , that is set forth in Exhibit "B" attached hereto and incorporated herein by this reference . All reimbursement requests are subject to audit by the County. In addition , the County may require additional documentation of expenditures , as it deems appropriate . 5 . Additional Obligations of Recipient. 5 . 1 Records . The Recipient shall maintain adequate internal controls in order to safeguard the Grant. In addition , the Recipient shall maintain adequate records fully to document the use of the Grant funds for at least three (3 ) years after the expiration of the Grant Period . The County shall have access to all books , records , and documents as required in this Section for the purpose of inspection or audit during normal business hours at the County's expense , upon five (5) days prior written notice . 5 . 2 Compliance with Laws . The Recipient shall comply at all times with all applicable federal , state , and local laws , rules , and regulations . 5 .3 Quarterly Performance Reports. The Recipient shall submit quarterly, cumulative, Performance Reports to the Human Services Department of the County within fifteen ( 15) business days following : December 31 , March 31 , June 30 , and September 30 . The Recipient acknowledges and agrees that the County reserves the right to conduct random and unannounced monitoring of the program' s performance throughout the Grant Period . 5.4 Audit Reguirements . If Recipient receives $25 ,000 or more in the aggregate from all Indian River County government funding sources , the Recipient is required to have an audit completed by an independent certified public accountant at the end of the Recipient's fiscal year. Within 120 days of the end of the Recipient' s fiscal year, the Recipient shall submit the audit to the Indian River County Office of Management and Budget. The fiscal year will be as reported on the application for funding , and the Recipient agrees to notify the County prior to any change in the fiscal period of Recipient. The Recipient acknowledges that the County may deny funding to any Recipient if an audit required by this Contract for a prior fiscal year is past due and has not been submitted by May 1 . 5 .4 . 1 The Recipient further acknowledges that, promptly upon receipt of a qualified opinion from it's independent auditor, such qualified opinion shall immediately be provided to the Indian River County Office of Management and Budget. The qualified opinion shall thereupon be reported to the Board of Commissioners and funding under this Contract will cease immediately. The foregoing termination right is in addition to any other right of the County to terminate this Contract. - 2 - 5 .4 .2 The Indian River County Office of Management and Budget reserves the right at any time to send a letter to the Recipient requesting clarification if there are any questions regarding a part of the financial statements , audit comments , or notes . 5 . 5 Insurance Requirements . Recipient shall , no later than October 21 , 2006 , provide to the Indian River County Risk Management Division a certificate or certificates issued by an insurer or insurers authorized to conduct business in Florida that is rated not less than category A-: VII by A. M . Best, subject to approval by Indian River County' s risk manager, of the following types and amounts of insurance : (i ) Commercial General Liability Insurance in an amount not less than $ 1 ,000 , 000 combined single limit for bodily injury and property damage , including coverage for premises/operations, products/completed operations , contractual liability, and independent contractors ; (ii ) Business Auto Liability Insurance in an amount not less than $ 1 , 000 , 000 per occurrence combined single limit for bodily injury and property damage , including coverage for owned autos and other vehicles , hired autos and other vehicles , non-owned autos and other vehicles ; and (iii) Workers' Compensation and Employer's Liability (current Florida statutory limit) 5. 6 Insurance Administration . The insurance certificates , evidencing all required insurance coverages shall be fully acceptable to County in both form and content , and shall provide and specify that the related insurance coverage shall not be cancelled without at least thirty (30) calendar days prior written notice having been given to the County. In addition , the County may request such other proofs and assurances as it may reasonably require that the insurance is and at all times remains in full force and effect. Recipient agrees that it is the Recipient's sole responsibility to coordinate activities among itself, the County, and the Recipient's insurer(s) so that the insurance certificates are acceptable to and accepted by County within the time limits set forth in this Contract. The County shall be listed as an additional insured on all insurance coverage required by this Contract, except Workers' Compensation insurance . The Recipient shall , upon ten ( 10 ) days' prior written request from the County, deliver copies to the County, or make copies available for the County's inspection at Recipient's place of business , of any and all insurance policies that are required in this Contract . If the Recipient fails to deliver or make copies of the policies available to the County; fails to obtain replacement insurance or have previous insurance policies reinstated or renewed upon termination or cancellation of existing required coverages ; or fails in any other regard to obtain coverages sufficient to meet the terms and conditions of this Contract, then the County may, at its sole option , terminate this Contract. 5. 7 Indemnification . The Recipient shall indemnify and save harmless the County, its agents , officials, and employees from and against any and all claims , liabilities , losses, damage , or causes of action which may arise from any misconduct, negligent act, or omissions of the Recipient, its agents , officers , or employees in connection with the performance of this Contract. - 3 - 5 . 8 Public Records . The Recipient agrees to comply with the provisions of Chapter 119 , Florida Statutes (Public Records Law) in connection with this Contract. 6 . Termination . This Contract may be terminated by either party, without cause , upon thirty (30) days prior written notice to the other party. In addition , the County may terminate this Contract for convenience upon ten ( 10) days prior written notice to the Recipient if the County determines that such termination is in the public interest. 7 . Availability of Funds . The obligations of the County under this Contract are subject to the availability of funds lawfully appropriated for its purpose by the Board of County Commissioners of Indian River County. 8 . Standard Terms . This Contract is subject to the standard terms attached hereto as Exhibit C and incorporated herein in its entirety by this reference . IN WITNESS WHEREOF , County and Recipient have entered into this Contract on the date first above written . INDIAN RIVER COUNTY Attest: J . K. arton , Clerk BOARD OF COUNTY COMMISSIONERS By ,,��jj Deputy Cler By .,GJ2z Garyg. Wheeler, Chairman , BCC Approved : 9 . 18 01 Approved : J seph A Baird C unty Administrator Jpro s to form,and legal sufficiency: arian E . Fell , Assistant County Attorney RECIPIENT : By: CATHOLIC CHARITIES - 4 - 5 .4 .2 The Indian River County Office of Management and Budget reserves the right at any time to send a letter to the Recipient requesting clarification if there are any questions regarding a part of the financial statements , audit comments , or notes . 5 . 5 Insurance Requirements . Recipient shall , no later than October 21 , 2006 , provide to the Indian River County Risk Management Division a certificate or certificates issued by an insurer or insurers authorized to conduct business in Florida that is rated not less than category A-: VII by A. M . Best, subject to approval by Indian River County' s risk manager, of the following types and amounts of insurance : (i ) Commercial General Liability Insurance in an amount not less than $ 1 ,000 , 000 combined single limit for bodily injury and property damage , including coverage for premises/operations, products/completed operations , contractual liability, and independent contractors ; (ii ) Business Auto Liability Insurance in an amount not less than $ 1 , 000 , 000 per occurrence combined single limit for bodily injury and property damage , including coverage for owned autos and other vehicles , hired autos and other vehicles , non-owned autos and other vehicles ; and (iii) Workers' Compensation and Employer's Liability (current Florida statutory limit) 5. 6 Insurance Administration . The insurance certificates , evidencing all required insurance coverages shall be fully acceptable to County in both form and content , and shall provide and specify that the related insurance coverage shall not be cancelled without at least thirty (30) calendar days prior written notice having been given to the County. In addition , the County may request such other proofs and assurances as it may reasonably require that the insurance is and at all times remains in full force and effect. Recipient agrees that it is the Recipient's sole responsibility to coordinate activities among itself, the County, and the Recipient's insurer(s) so that the insurance certificates are acceptable to and accepted by County within the time limits set forth in this Contract. The County shall be listed as an additional insured on all insurance coverage required by this Contract, except Workers' Compensation insurance . The Recipient shall , upon ten ( 10 ) days' prior written request from the County, deliver copies to the County, or make copies available for the County's inspection at Recipient's place of business , of any and all insurance policies that are required in this Contract . If the Recipient fails to deliver or make copies of the policies available to the County; fails to obtain replacement insurance or have previous insurance policies reinstated or renewed upon termination or cancellation of existing required coverages ; or fails in any other regard to obtain coverages sufficient to meet the terms and conditions of this Contract, then the County may, at its sole option , terminate this Contract. 5. 7 Indemnification . The Recipient shall indemnify and save harmless the County, its agents , officials, and employees from and against any and all claims , liabilities , losses, damage , or causes of action which may arise from any misconduct, negligent act, or omissions of the Recipient, its agents , officers , or employees in connection with the performance of this Contract. - 3 - EXHIBIT A [Copy of complete proposal/application] Catholic Charities — Samaritan Center IRC Children's Advisory Committee PROGRAM COVER PAGE Organization Name: Catholic Charities Executive Director: Dr. Thomas A. Bila E-mail: tbila(a),bellsouth.net Address: P.O. Box 109650 Telephone: 561775-9560 Palm Beach Gardens, FL 33410 Fax: 561625-5906 Program Director: Julia T. Keenan E-mail : samcenterl(a),bellsouth.net Address: 3650 41" Street Telephone: 772 770-3039 Vero Beach FL 32967 Fax: 772 567-0812 Program Title: The Samaritan Center for Homeless Families Priority Need Area Addressed: Expand preventative remedial and support programs for students with emotional behavioral and performance problems Improve and enhance community-based programs 2 that address the unique challenges of adolescents' healthy social behaviors positive self-esteem, develop healthy relationships and make positive higher education and career decisions. Brief Description of the Program: Taxonomy Homeless Shelter 1111-180.850 — Program that provides a temporary place to stay for people who have no permanent housing. Child Abuse Prevention — ITT protect children from physical sexual and/or emotional abuse or exploitation through a variety of educational interventions which may focus on children of various ages, parents, people who work with children and/ or oarents regarding wa sof avoiding or handling an abusive situation and/or information about the indicators and incidence of abuse requirement for reporting abuse and community resources that are available to children who have been abused and to their families. SUMMARY REPORT — (Enter Information In The Black Cells On► Amount Requested from Funder for 2007 / 08 : $ 56 , 183 . 00 Total Proposed Program Budget for 2007 /08 : $ 9145833 . 00 Percent of Total Program Budget : 6 . 1 % Current Program Funding (2006 /07 ) : $ 40 ,000 Dollar increase /( decrease ) in request : $ 16 , 183 Percent increase /( decrease ) in request * * : 40 . 5 % Unduplicated Number of Children to Be served Individually : 47 Unduplicated Number of Adults to be served Individually : 18 Unduplicated Number to be served via Group settings : Total Program Cost per Client : 14074 . 35 **If request increw 5 % or more, briefly explain why: Salaries will be increased b0%, educational supply cost will increase by $3 ,000 & we will be modifying some of the staffing patterns. If these funds are being used to match another source, name the source and the $ amount: The three positions requested in this grant are also being partially funded by United Way of IRC totaling $26t564. The Organization 's Board of Directors has approved this application on (date). Mary Cleary-Ierardi Name of President/Chair of the Board Si a C� Thomas A. Bila Name of Executive Director/CEO Signature 2 5 . 8 Public Records . The Recipient agrees to comply with the provisions of Chapter 119 , Florida Statutes (Public Records Law) in connection with this Contract. 6 . Termination . This Contract may be terminated by either party, without cause , upon thirty (30) days prior written notice to the other party. In addition , the County may terminate this Contract for convenience upon ten ( 10) days prior written notice to the Recipient if the County determines that such termination is in the public interest. 7 . Availability of Funds . The obligations of the County under this Contract are subject to the availability of funds lawfully appropriated for its purpose by the Board of County Commissioners of Indian River County. 8 . Standard Terms . This Contract is subject to the standard terms attached hereto as Exhibit C and incorporated herein in its entirety by this reference . IN WITNESS WHEREOF , County and Recipient have entered into this Contract on the date first above written . INDIAN RIVER COUNTY Attest: J . K. arton , Clerk BOARD OF COUNTY COMMISSIONERS By ,,��jj Deputy Cler By .,GJ2z Garyg. Wheeler, Chairman , BCC Approved : 9 . 18 01 Approved : J seph A Baird C unty Administrator Jpro s to form,and legal sufficiency: arian E . Fell , Assistant County Attorney RECIPIENT : By: CATHOLIC CHARITIES - 4 - Catholic Charities — Samaritan Center IRC Children 's Advisory Committee ' ORGANIZATION: Catholic Charities PROGRAM: Samaritan Center 2007/2008 CORE APPLICATION TABLE OF CONTENTS "X" the parts ofgrant application to indicate inclusion. Also, please put page number where the information can be located. X Section of the Proposal Pa e # x TABLE OF CONTENTS (check list). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 x COVER PAGE (with signatures) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 A. ORGANIZATION CAPABILITY (one page maximum) x 1 . Mission and Vision of organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 x 2. Summary of expertise, accomplishments, and population served. . . . . . . . . . . . . . . . . . . . . . . . . . . 3 B. PROGRAM NEED STATEMENT (one page maximum) x 1 . Program Need Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . .. . . ... . . . 4 x 2. Programs that address need and gaps in service . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 C. PROGRAM DESCRIPTION (two pages maximum) x1 . Funding priority. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x 2. Description of program activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 x 3 . Evidence that program strategy will work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 x4. Staffing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 x 5 . Awareness of program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 x 6. Accessibility of program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . 6 x D. MEASURABLE OUTCOMES & ACTIVITIES MATRIX (Four outcomes maximum) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. . . . .. . . .. .. . . . . . . :. .. . .. . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . .. . . ... 8- 11 x E. COLLABORATION (one page maximum) . . . . . . . . . .. . . . . .. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 F. UNDUPLICATED CLIENTS x 1 . Projections by Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 x 2. Projections by Age Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 G. BUDGET FORMS X 1 . Financial Budget Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .. B- 1 -B4 x FL FUNDER SPECIFIC REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 - 16 1 Catholic Charities — Samaritan Center IAC Children's Advisory Committee PROPOSAL NARRATIVE Please respond to each question in the allotted space for each section. In responding to each section of the proposal narrative, please retain the section-label and question that you are addressing. Do not change the Times New Roman 12 pt. font or other settings. Directions, such as these, may be deleted if space is needed, but again, do NOT delete the Section headers or the numbered questions A. ORGANIZATION CAPABILITY (Entire Section A not to exceed one page. 1. Provide the mission statement and vision of your organization. Mission Statement: Catholic Charities of the Diocese of Palm Beach, inspired by God's love for all, serves people of all faiths in need, advocates for justice in social structures, and collaborates with others to build just compassionate communities. Vision: Catholic Charities provides a wide range of professional social services to those in need within the five counties comprising the Diocese of Palm Beach (Palm Beach, Martin, St. Lucie, Okeechobee and Indian River). We are accredited by the Council on Accreditation for Families and Children, which assures that we meet the highest standard of practice and management. Our priority is to serve the "poorest of the poor", and we attempt to develop our programs to meet the most current and pressing needs of the communities we serve. 2. Provide a brief summary of your organization including areas of expertise, accomplishments, and population served. Catholic Charities is a multi-service agency serving the total community. We provide Adoption/Foster Care, pregnancy services, abstinence education, counseling, four out-of- school programs, services to the elderly including case management and guardianship, refugee resettlement, legal immigration services, three group homes for the developmentally challenged, three HUD 202 senior housing facilities, with another scheduled to open this year, a transitional residence for homeless families, emergency assistance (FEMA), and empowerment program for the Glades area in-home counselinglearly intervention program in Riviera Beach. The services of Catholic Charities are available to any resident of our service area who qualifies for the particular program, Catholic Charities does not discriminate based on a client's religion, nor on any other classification protected under applicable federal , state or local discrimination law. 3 EXHIBIT A [Copy of complete proposal/application] Catholic Charities — Samaritan Center - IRC Children's Advisory Committee B. PROGRAM NEED STATEMENT (Entire Section B not to exceed one page. Sm 1. a) What is the unacceptable condition requiring change? b) Who has the need? c) Where do they live? d) Provide local, state, or national trend data, with reference source, that corroborates that this is an area of need. a) The unacceptable condition requiring change is that of homelessness, a lack of higher education, vocational skills training and parenting skills . In addition, there are typically problems of substance -abuse, physical and emotional abuse, financial problems, legal issues, transportation difficulties, mental health issues, and a general lack of adaptive life problem solving skills. b) The aced is realized by families that are homeless or living in unacceptable living conditions. Families must consist of at least one adult age 18+ with at least one child age 0- 17 or a pregnant female 18 years or older. c) They must be residents of Indian River County. Most are in the process of being evicted. Some have already been evicted and are living in cars, tents or on someone ' s porch for a limited time. In some cases the court mandates that a parent come into our program in order to be reunified with their child/children. Data: The National Mental Health Association reports some facts about families and children who arehomeless: 1/Families are now the fastest growing segment of the homeless population and account for almost 40 percent of the nation' s homelessness. On any given night, 1 .2 million children are homeless; 2/Most children become homeless because their mothers and fathers are unable to find affordable housing. Traumatic events such as unemployment, illness, accidents, or violence and abuse further limit their ability to secure decent housing; 3/The average homeless family is composed of a young, single mother and two children under the age of six; 4/ While one in five school aged children have a major mental disorder, children between the ages of six and 17 years old who are homeless struggle with higher rates of mental health problems; a) Almost half of children who are homeless have anxiety, depression or withdrawal; b) And more than one in three children who are homeless manifest delinquent and aggressive behavior; 5/ Homeless children are hungry more than twice as often as other children, and 2/3 worry that they won' t have enough to eat; 6/ Homeless children are more often in fair or poor health, are four times likely to have asthma, and are four times more likely to have a low birth weight and need special care right after birth compared to children who are not homeless. 2. a) Identify similar programs that are currently serving the needs of your targeted population; b) Explain how these existing programs are under-serving the targeted population of your program. a) The only local program similar to ours is the Homeless Family Center. They served 47 families consisting of 65 adults and 111 children between July 06 — Dec. 06. b) Underserving the targeted population is shown by the number of people turned away by Samaritan Center between July 2005 - June 2006. Our records indicated that 281 families applied for residency at S .C . , this consists of 317 adults 534 children and 83 unborn children. 4 Catholic Charities — Samaritan Center IRC Children's Advisory Committee C. PROGRAM DESCRIPTION (Entire Section C, I — 6, not to exceed two pages. ' 1. List Priority Needs area addressed: Mental Health Expand preventative, remedial and support programs for students with emotional, behavioral and performance problems. Improve and enhance community-based programs that address the unique challenges of adolescents' healthy social behaviors, positive self-esteem, develop healthy relationships and make positive higher education and career decisions. 2. Briefly describe program activities including location of services. The program activities and services are provided through a Four Tiered Level Program that has been designed to assist residents in moving progressively forward in their life skills development. Very specific objective skills criteria are associated with each level. The goal is for the resident to complete each level before moving to the next. Adequate completion of all four levels maximizes the chances for successful independent community living after leaving our program. It is expected that most will enter the top Level IV approximately 8 months into the program. Included in each training level are such skill areas as: responsible parenting, conflict resolution, money management, organizational training, domestic skills, role modeling, short and long goal planning. Services are provided at the Samaritan Center. 3. Briefly describe how your program addresses the stated need/problem. Describe how your program follows a recognized "best practice" (see deflnition .on page 12 of the Instructions) and provide evidence that indicates proposed strategies are effective with target population. Those families that come into our program and actively participate in our four-tiered level system do reduce the barriers that were described under program need and have become our best practice. Although many families are ready to leave the program while in Level 3 and are able to maintain independence, the families that remain in the program and graduate after completing Level 4 are the most successful when they resume independent living in the community. Level I is the period of adjustment requiring completion of admission packetlassignments, the completion of a short-term case plan with objectives, a family history and medical information and a completion of physicals and T.B. test. These are usually completed the first 30 days. Level H requirements are regular attendance at weekly parenting classes, regular attendance at weekly counseling sessions, attendance at weekly resident meeting that include conflict resolution, attendance at special educational opportunities, both in house and in community. In addition, they must be actively performing P.I.P. hours (Personal Inventory Program, developing and progression with long-term plans and objectives, complete a Domestic Violence evaluation, open a savings account if receiving income & engaged in employment or enrolled in educational program. Level III is the development Level with the purpose of implementation of what has been taught in Level II. The requirements include the continuation of attendance at parenting classes, the weekly counseling sessions that we have recently added as a mandatory educational opportunity. In addition, there are increased P.I.P. responsibilities and privileges. Level IV is the Maintenance Level that prepares resident family towards graduation from the Center. While in this level; they are given the opportunity to maintain their own financial record keeping and banking. They have increased leadership responsibilities, positive role modeling among peers, and special project assistance to staff. They develop with the guidance of the case manager a plan with goals and objectives for living outside the Center. In addition, .they continue to attend all of the weekly classes, counseling and educational opportunities as mandated by the Center. In addition, a 24)7 staff provides direct parenting assistance, supervision and intervention. Age appropriate children participate in weekly programs covering `Health and Safety", "Self-Esteem", and "Character Values". A comprehensive After Care Program is available to all residents upon leaving Samaritan Center. To participate in our After Care Program residents must sign up either prior to 5 Catholic Charities — Samaritan Center IRC Children's Advisory Committee PROGRAM COVER PAGE Organization Name: Catholic Charities Executive Director: Dr. Thomas A. Bila E-mail: tbila(a),bellsouth.net Address: P.O. Box 109650 Telephone: 561775-9560 Palm Beach Gardens, FL 33410 Fax: 561625-5906 Program Director: Julia T. Keenan E-mail : samcenterl(a),bellsouth.net Address: 3650 41" Street Telephone: 772 770-3039 Vero Beach FL 32967 Fax: 772 567-0812 Program Title: The Samaritan Center for Homeless Families Priority Need Area Addressed: Expand preventative remedial and support programs for students with emotional behavioral and performance problems Improve and enhance community-based programs 2 that address the unique challenges of adolescents' healthy social behaviors positive self-esteem, develop healthy relationships and make positive higher education and career decisions. Brief Description of the Program: Taxonomy Homeless Shelter 1111-180.850 — Program that provides a temporary place to stay for people who have no permanent housing. Child Abuse Prevention — ITT protect children from physical sexual and/or emotional abuse or exploitation through a variety of educational interventions which may focus on children of various ages, parents, people who work with children and/ or oarents regarding wa sof avoiding or handling an abusive situation and/or information about the indicators and incidence of abuse requirement for reporting abuse and community resources that are available to children who have been abused and to their families. SUMMARY REPORT — (Enter Information In The Black Cells On► Amount Requested from Funder for 2007 / 08 : $ 56 , 183 . 00 Total Proposed Program Budget for 2007 /08 : $ 9145833 . 00 Percent of Total Program Budget : 6 . 1 % Current Program Funding (2006 /07 ) : $ 40 ,000 Dollar increase /( decrease ) in request : $ 16 , 183 Percent increase /( decrease ) in request * * : 40 . 5 % Unduplicated Number of Children to Be served Individually : 47 Unduplicated Number of Adults to be served Individually : 18 Unduplicated Number to be served via Group settings : Total Program Cost per Client : 14074 . 35 **If request increw 5 % or more, briefly explain why: Salaries will be increased b0%, educational supply cost will increase by $3 ,000 & we will be modifying some of the staffing patterns. If these funds are being used to match another source, name the source and the $ amount: The three positions requested in this grant are also being partially funded by United Way of IRC totaling $26t564. The Organization 's Board of Directors has approved this application on (date). Mary Cleary-Ierardi Name of President/Chair of the Board Si a C� Thomas A. Bila Name of Executive Director/CEO Signature 2 Catholic Charities — Samaritan Center _ IRC Children's Advisory Committee departure or shortly thereafter. The After Care Contract is a commitment to the program. It requires regular follow up contacts from the resident and by our Case Management staff. These contacts allow us to know how each family is progressing, to see if they are using skills taught to them while in our program and to offer helpful advice/guidance as needed. 4. List staffing needed for your program,. including required experience and estimated hours per week in program for each staff member and/or volunteers (this section should conform to the information in the Position Listing on the Budget Narrative Worksheet).Samaritan Center Maintains a 24 hour, 7 day per week staffing pattern. While it is desired that all staff have residential experience, this is not always possible. All staff receive a comprehensive formal training at the site level and at the Diocesan level and receive ongoing staff development opportunities. Senior support staff provide 5 shifts of training to all new support employees before they begin working solo. Professional Positions Support Positions One ph Division Director 4.5 hr/wk One f/t Adm. Asst./Vol . Coord. 40 hr/wk One f/t Administrator 37.5 hr/wk One f/t Clerical Asst. 40 hr/wk One f/t Case Manager 37.5 hr/wk One f/t Children' s Coord. 40 hr/wk One f/t Resident Manager 37.5 hr/wk One On Line Community Coord. 3.7.5 hr/wk Support Positions Support Positions Two f/t Support Staff 40 hr/wk Two p/t Support 16 hr/wk Three p/t Support Staff 32 hr/wk Substitutes as needed approx. 8- 16 hrs. wk. 5. How will the target population be made aware of the program? The target group is made aware of the program through a wide variety of opportunities as follows : a. Presentations to community civic and church groups b. Participation / networking with other social service organizations c. Presentations and bulletin announcements to Churches d. Law Enforcement agencies e. Current and former resident word of mouth f. Labor Force g. Annual mailings to Churches and Service Providers regarding services provided. Media opportunities including newspaper article, quarterly Samaritan Newsletter, distribution of brochures, fundraising activities, radio & TV talk shows. 6. How will the program be accessible to target population (Le., location, transportation, hours of operation)? Samaritan Center holds an orientation/screening for those families seeking shelter. This includes drug testing and background checks for all family members over the age of 18 . This must be completed prior to a family moving into the facility and these are done by appointment. These families are usually able to transport themselves or secure transportation through a family member, friend, etc. On the rare occasion that they are unable to reach us on their own, we will provide transportation via the Center Van. Once a family has moved into the Center, if they do not have their own vehicle, we encourage them to be resourceful in attempts to find transportation through the community bus, or family/friends. If they are unsuccessful, we do provide transportation to their case related appointments (ex. Medical, employment, school, court, off premises educational workshops and Samaritan Center planned Social Activities). We do not provide transport for personal outings. 6 Catholic Charities — Samaritan Center IRC Children's Advisory Committee D. PROGRAM OUTCOMES AND ACTIVITIES MATRIX. 3 - 4 Program outcomes only. One matrix table Per outcome. Each matrix table must not exceed two (2) Pages. (NOTE. Boxes for Outcomes and cells in Matrix tables will expand as you type) r Outcomes: In general, a program should have 3 -4 program outcomes. The Outcome indicates the measurable impact or change the program will have on the clients its serves. The outcome should detail the results of the services provided; not the services provided. Outcomes utilize action words such as maintain, increase, decrease, reduce, improve, raise and lower. Please incorporate the following into the outcome description: * Direction of change * Time frame * Area of change * As measured by * Target population * Baseline: the number you will be measuring against * Degree of change Example Outcome: To decrease (direction of change) number of unexcused absences (area of change) of enrolled boys and girls (target population) by 75% (degree of change) in one year (timeframe) as reported by the 2006-2007 School Board attendance records (as measured by). Baseline: 2005 -06 School Board attendance records for enrolled boys and girls. Activities Matra: The matrix is designed to identify specific activities the program will provide to achieve the stated outcomes. The matrix identifies: 1 ) the specific activity; 2) how often the service/activity is provided; 3) who, by position, is responsible to deliver the service/activity; and 4) expected change in client from providing service/activity. In addition, the matrix is designed to capture the evaluation of services provided: 5) indicator or measurement of change; 6) source of measurement; and 7) how frequently it is measured. A separate PROGRAM OUTCOMES AND ACTIVITIES MATRIX needs to be completed for each outcome. Use a separate row for each activity and group activities under their related outcomes. To add more rows, if needed, simply locate the cursor at the last cell in the last row and press the "TAB" button on the keyboard. See examples provided in the instructions. IMPORTANT NOTE: Keep in mind when developing PROGRAM OUTCOMES that, if funded, these will be what you are accountable to accomplish. Also, the PROGRAM OUTCOMES should reflect the information described in the PROGRAM NEED STATEMENT (B. 1 .). All PROGRAM NEED STATEMENTS should flow from the MISSION & VISION. MEASURABLE OUTCOMES should be based on and measure program needs. Activities are the tasks you do to influence the outcome and impact the unacceptable condition in your PROGRAM NEED STATEMENT. (B. 1 .). 7 Catholic Charities — Samaritan Center IRC Children 's Advisory Committee ' ORGANIZATION: Catholic Charities PROGRAM: Samaritan Center 2007/2008 CORE APPLICATION TABLE OF CONTENTS "X" the parts ofgrant application to indicate inclusion. Also, please put page number where the information can be located. X Section of the Proposal Pa e # x TABLE OF CONTENTS (check list). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 x COVER PAGE (with signatures) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 A. ORGANIZATION CAPABILITY (one page maximum) x 1 . Mission and Vision of organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 x 2. Summary of expertise, accomplishments, and population served. . . . . . . . . . . . . . . . . . . . . . . . . . . 3 B. PROGRAM NEED STATEMENT (one page maximum) x 1 . Program Need Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . .. . . ... . . . 4 x 2. Programs that address need and gaps in service . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 C. PROGRAM DESCRIPTION (two pages maximum) x1 . Funding priority. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x 2. Description of program activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 x 3 . Evidence that program strategy will work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 x4. Staffing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 x 5 . Awareness of program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 x 6. Accessibility of program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . 6 x D. MEASURABLE OUTCOMES & ACTIVITIES MATRIX (Four outcomes maximum) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. . . . .. . . .. .. . . . . . . :. .. . .. . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . .. . . ... 8- 11 x E. COLLABORATION (one page maximum) . . . . . . . . . .. . . . . .. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 F. UNDUPLICATED CLIENTS x 1 . Projections by Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 x 2. Projections by Age Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 G. BUDGET FORMS X 1 . Financial Budget Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .. B- 1 -B4 x FL FUNDER SPECIFIC REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 - 16 1 Catholic Charities — Samaritan Center IAC Children's Advisory Committee PROPOSAL NARRATIVE Please respond to each question in the allotted space for each section. In responding to each section of the proposal narrative, please retain the section-label and question that you are addressing. Do not change the Times New Roman 12 pt. font or other settings. Directions, such as these, may be deleted if space is needed, but again, do NOT delete the Section headers or the numbered questions A. ORGANIZATION CAPABILITY (Entire Section A not to exceed one page. 1. Provide the mission statement and vision of your organization. Mission Statement: Catholic Charities of the Diocese of Palm Beach, inspired by God's love for all, serves people of all faiths in need, advocates for justice in social structures, and collaborates with others to build just compassionate communities. Vision: Catholic Charities provides a wide range of professional social services to those in need within the five counties comprising the Diocese of Palm Beach (Palm Beach, Martin, St. Lucie, Okeechobee and Indian River). We are accredited by the Council on Accreditation for Families and Children, which assures that we meet the highest standard of practice and management. Our priority is to serve the "poorest of the poor", and we attempt to develop our programs to meet the most current and pressing needs of the communities we serve. 2. Provide a brief summary of your organization including areas of expertise, accomplishments, and population served. Catholic Charities is a multi-service agency serving the total community. We provide Adoption/Foster Care, pregnancy services, abstinence education, counseling, four out-of- school programs, services to the elderly including case management and guardianship, refugee resettlement, legal immigration services, three group homes for the developmentally challenged, three HUD 202 senior housing facilities, with another scheduled to open this year, a transitional residence for homeless families, emergency assistance (FEMA), and empowerment program for the Glades area in-home counselinglearly intervention program in Riviera Beach. The services of Catholic Charities are available to any resident of our service area who qualifies for the particular program, Catholic Charities does not discriminate based on a client's religion, nor on any other classification protected under applicable federal , state or local discrimination law. 3 Catholic Charities — Samaritan Center IRC Children's Advisory Conanittee Outcome # 1: Resident children who are age 4 and over will increase their self esteem by showing an average of 5-10% increase on the self-esteem pre & post tests given at the beginning and end of each 8 week session. These sessions are done quarterly. Program Design & Task Management Evaluation Design & Data Collection (Colunms 1 -4) (Columns 5-7 1 O1 3 —� 4 5 © 1 7 Program Frequency Responsible Expected Indicator Data Source Time of Activities (how often) Parties (who) Outcomes/change (why) Measurements (where) Measurement (when) (what) (evidence) Self— Esteem Weekly for 8 The Children's A 5% - 10 % increase is Client's performance Test grades A grade will be Module consecutive Coordinator will expected based on the on pre & post tests recorded by recorded at the weeks distribute the tests lessons that occur between Children' s beginning and end of pre test and post test Coordinator the 8 week session. Sessions will occur on a quarterly basis throughout a 12 month cycle. Positive Parenting Weekly sessions Case Manager and Positive communication Progress and Case Support staff Coincide with the 8 24 hour support staff between parents and notes are documented record week self— esteem children observations in module. the progress notes and the Case Managers record notes in client's folder. Positive Discipline Weekly for eight Case Manager A 5% - 10% increase based Client's performance Test grades A grade will be — Video and Role consecutive on the lessons that occur on pre & post tests recorded by recorded at the Play weeks between pre test and post Case Manager beginning and end of test the 8 week session. Sessions will occur on a quarterly basis throughout a 12 month cycle. Provide parenting Daily and as Support Staff Increase positive communication Family observation. Client files Daily log assistance to clients needed. between parents and children. III the facility. Decrease the. number of inappropriate outbursts between clients. 8 Catholic Charities — Samaritan Center IRC Children's Advisory Committee (Boxes will expand as you e. Outcome # 2: Resident children who are age 4 and over will demonstrate a 5-10% increase on their social behaviors measurement form that will be given at the beginning and end of each 8 week session. These sessions are done quarterly. Program Design & Task Management Evaluation Design & Data Collection (Columns 1 -4) (Columns 5-7) 1 � 0 3 4 Program Activities Frequency Responsible Expected Indicator Data Source Time of (what) (how often) Parties (who) Outcomes/change Measurements (where) Measurement (why) (evidence) (when) Character Values Module Weekly for 8 The Children's A 5%-10% increase Client's Test grades recorded A grade will be consecutive Coordinator will is expected based on performance on by Children's recorded at the weeks distribute tests the lessons that occur pre & post tests Coordinator beginning and end of between pre test and the 8 week session. post test Sessions will occur on a quarterly basis throughout a 12 month cycle. Parent Meeting Weekly The Children's The Children' s Treatment team Children's Coincide with the 8 Coordinator Coordinator will notes Coordinator week Character — meet with parents to documents client Values Module. discuss positive group behavior and behaviors parent meeting discussions. Provide assistance to the Daily and as Administration and Social behaviors will Progress notes and Support staff record Coincide with the 8 clients. needed. Support Staff improve in and out case management observations in the week Character — of the facility, notes along with progress notes and Values Module. redirection at the the Case Manager's time of the records notes in the occurance. client folder 9 Catholic Charities — Samaritan Center - IRC Children's Advisory Committee B. PROGRAM NEED STATEMENT (Entire Section B not to exceed one page. Sm 1. a) What is the unacceptable condition requiring change? b) Who has the need? c) Where do they live? d) Provide local, state, or national trend data, with reference source, that corroborates that this is an area of need. a) The unacceptable condition requiring change is that of homelessness, a lack of higher education, vocational skills training and parenting skills . In addition, there are typically problems of substance -abuse, physical and emotional abuse, financial problems, legal issues, transportation difficulties, mental health issues, and a general lack of adaptive life problem solving skills. b) The aced is realized by families that are homeless or living in unacceptable living conditions. Families must consist of at least one adult age 18+ with at least one child age 0- 17 or a pregnant female 18 years or older. c) They must be residents of Indian River County. Most are in the process of being evicted. Some have already been evicted and are living in cars, tents or on someone ' s porch for a limited time. In some cases the court mandates that a parent come into our program in order to be reunified with their child/children. Data: The National Mental Health Association reports some facts about families and children who arehomeless: 1/Families are now the fastest growing segment of the homeless population and account for almost 40 percent of the nation' s homelessness. On any given night, 1 .2 million children are homeless; 2/Most children become homeless because their mothers and fathers are unable to find affordable housing. Traumatic events such as unemployment, illness, accidents, or violence and abuse further limit their ability to secure decent housing; 3/The average homeless family is composed of a young, single mother and two children under the age of six; 4/ While one in five school aged children have a major mental disorder, children between the ages of six and 17 years old who are homeless struggle with higher rates of mental health problems; a) Almost half of children who are homeless have anxiety, depression or withdrawal; b) And more than one in three children who are homeless manifest delinquent and aggressive behavior; 5/ Homeless children are hungry more than twice as often as other children, and 2/3 worry that they won' t have enough to eat; 6/ Homeless children are more often in fair or poor health, are four times likely to have asthma, and are four times more likely to have a low birth weight and need special care right after birth compared to children who are not homeless. 2. a) Identify similar programs that are currently serving the needs of your targeted population; b) Explain how these existing programs are under-serving the targeted population of your program. a) The only local program similar to ours is the Homeless Family Center. They served 47 families consisting of 65 adults and 111 children between July 06 — Dec. 06. b) Underserving the targeted population is shown by the number of people turned away by Samaritan Center between July 2005 - June 2006. Our records indicated that 281 families applied for residency at S .C . , this consists of 317 adults 534 children and 83 unborn children. 4 Catholic Charities — Samaritan Center IRC Children's Advisory Committee C. PROGRAM DESCRIPTION (Entire Section C, I — 6, not to exceed two pages. ' 1. List Priority Needs area addressed: Mental Health Expand preventative, remedial and support programs for students with emotional, behavioral and performance problems. Improve and enhance community-based programs that address the unique challenges of adolescents' healthy social behaviors, positive self-esteem, develop healthy relationships and make positive higher education and career decisions. 2. Briefly describe program activities including location of services. The program activities and services are provided through a Four Tiered Level Program that has been designed to assist residents in moving progressively forward in their life skills development. Very specific objective skills criteria are associated with each level. The goal is for the resident to complete each level before moving to the next. Adequate completion of all four levels maximizes the chances for successful independent community living after leaving our program. It is expected that most will enter the top Level IV approximately 8 months into the program. Included in each training level are such skill areas as: responsible parenting, conflict resolution, money management, organizational training, domestic skills, role modeling, short and long goal planning. Services are provided at the Samaritan Center. 3. Briefly describe how your program addresses the stated need/problem. Describe how your program follows a recognized "best practice" (see deflnition .on page 12 of the Instructions) and provide evidence that indicates proposed strategies are effective with target population. Those families that come into our program and actively participate in our four-tiered level system do reduce the barriers that were described under program need and have become our best practice. Although many families are ready to leave the program while in Level 3 and are able to maintain independence, the families that remain in the program and graduate after completing Level 4 are the most successful when they resume independent living in the community. Level I is the period of adjustment requiring completion of admission packetlassignments, the completion of a short-term case plan with objectives, a family history and medical information and a completion of physicals and T.B. test. These are usually completed the first 30 days. Level H requirements are regular attendance at weekly parenting classes, regular attendance at weekly counseling sessions, attendance at weekly resident meeting that include conflict resolution, attendance at special educational opportunities, both in house and in community. In addition, they must be actively performing P.I.P. hours (Personal Inventory Program, developing and progression with long-term plans and objectives, complete a Domestic Violence evaluation, open a savings account if receiving income & engaged in employment or enrolled in educational program. Level III is the development Level with the purpose of implementation of what has been taught in Level II. The requirements include the continuation of attendance at parenting classes, the weekly counseling sessions that we have recently added as a mandatory educational opportunity. In addition, there are increased P.I.P. responsibilities and privileges. Level IV is the Maintenance Level that prepares resident family towards graduation from the Center. While in this level; they are given the opportunity to maintain their own financial record keeping and banking. They have increased leadership responsibilities, positive role modeling among peers, and special project assistance to staff. They develop with the guidance of the case manager a plan with goals and objectives for living outside the Center. In addition, .they continue to attend all of the weekly classes, counseling and educational opportunities as mandated by the Center. In addition, a 24)7 staff provides direct parenting assistance, supervision and intervention. Age appropriate children participate in weekly programs covering `Health and Safety", "Self-Esteem", and "Character Values". A comprehensive After Care Program is available to all residents upon leaving Samaritan Center. To participate in our After Care Program residents must sign up either prior to 5 Catholic Charities — Samaritan Center IRC Children's Advisory Committee Boxes will expand as you e.) Outcome #3: Adult residents will increase their knowledge and skills in the area of health and safety for children by a minimum of 5-10% as evidence through a health and safety pre & post test given at the beginning and end of the 8 week parenting classes. These classes are done quarterly. Program Design & Task Management Evaluation Design & Data Collection (Columns 1 -4) (Columns 5-7) I 00 �— 4 6 7 Program Activities Frequency Responsible Expected Indicator Data Source Time of (what) (how often) Parties (who) Outcomes/change Measurements (where) Measurement (why) (evidence) (when) Health and Safety Video Weekly for 8 Case Manager A 5% - 10% Client' s Test grades recorded A grade will be Module consecutive increased is expected performance on by Case Manager recorded at the weeks based on the lessons pre & post tests beginning and end of that occur between the 8 week session. pre test and post test Sessions will occur on a quarterly basis throughout a 12 month cycle. Health and Safety Weekly Case Manager and Positive discussions Progress and Case Support staff record Coincide with the 8 Pamphlets and sessions 24 hour support between staff and notes are observations in the week Health and Worksheets staff clients, and positive documented progress notes and Safety Video observations of the Case Manager's Module clients by staff records notes in the client folder 10 Catholic Charities — Samaritan.Center IRC Children's Advisory Committee Boxes will expand as you type) Outcome #4: Seventy-five percent of resident children will increase their knowledge and skills in the area of academic performance as evidence through progress reports and report cards. Children will be evaluated during the academic year. Program Design & Task Management Evaluation Design & Data Collection (Columns 1 -4) (Colurnns 5-7) 1 X001--4-� � f 6-ll-7 1 Program Activities Frequency Responsible L(why) cted indicator Data Source Time of (what) (how often) Parties (who) omes/change Measurements (where) Measurement (evidence) (when) Provide assistance in Five days a Children's Increase in academic School grades Progress Reports 5 week progress completing homework week Coordinator and skills reports assignments. tutors Completed Report Cards 10 week report cards homework assi guts Parent teacher Every five Children' s Increase academic Children's School conference Coincide with the conferences weeks or as Coordinator skills and Coordinator's forms school calendar. needed. parent/teacher notes communication 11 Catholic Charities — Samaritan Center _ IRC Children's Advisory Committee departure or shortly thereafter. The After Care Contract is a commitment to the program. It requires regular follow up contacts from the resident and by our Case Management staff. These contacts allow us to know how each family is progressing, to see if they are using skills taught to them while in our program and to offer helpful advice/guidance as needed. 4. List staffing needed for your program,. including required experience and estimated hours per week in program for each staff member and/or volunteers (this section should conform to the information in the Position Listing on the Budget Narrative Worksheet).Samaritan Center Maintains a 24 hour, 7 day per week staffing pattern. While it is desired that all staff have residential experience, this is not always possible. All staff receive a comprehensive formal training at the site level and at the Diocesan level and receive ongoing staff development opportunities. Senior support staff provide 5 shifts of training to all new support employees before they begin working solo. Professional Positions Support Positions One ph Division Director 4.5 hr/wk One f/t Adm. Asst./Vol . Coord. 40 hr/wk One f/t Administrator 37.5 hr/wk One f/t Clerical Asst. 40 hr/wk One f/t Case Manager 37.5 hr/wk One f/t Children' s Coord. 40 hr/wk One f/t Resident Manager 37.5 hr/wk One On Line Community Coord. 3.7.5 hr/wk Support Positions Support Positions Two f/t Support Staff 40 hr/wk Two p/t Support 16 hr/wk Three p/t Support Staff 32 hr/wk Substitutes as needed approx. 8- 16 hrs. wk. 5. How will the target population be made aware of the program? The target group is made aware of the program through a wide variety of opportunities as follows : a. Presentations to community civic and church groups b. Participation / networking with other social service organizations c. Presentations and bulletin announcements to Churches d. Law Enforcement agencies e. Current and former resident word of mouth f. Labor Force g. Annual mailings to Churches and Service Providers regarding services provided. Media opportunities including newspaper article, quarterly Samaritan Newsletter, distribution of brochures, fundraising activities, radio & TV talk shows. 6. How will the program be accessible to target population (Le., location, transportation, hours of operation)? Samaritan Center holds an orientation/screening for those families seeking shelter. This includes drug testing and background checks for all family members over the age of 18 . This must be completed prior to a family moving into the facility and these are done by appointment. These families are usually able to transport themselves or secure transportation through a family member, friend, etc. On the rare occasion that they are unable to reach us on their own, we will provide transportation via the Center Van. Once a family has moved into the Center, if they do not have their own vehicle, we encourage them to be resourceful in attempts to find transportation through the community bus, or family/friends. If they are unsuccessful, we do provide transportation to their case related appointments (ex. Medical, employment, school, court, off premises educational workshops and Samaritan Center planned Social Activities). We do not provide transport for personal outings. 6 Catholic Charities — Samaritan Center IRC Children's Advisory Committee D. PROGRAM OUTCOMES AND ACTIVITIES MATRIX. 3 - 4 Program outcomes only. One matrix table Per outcome. Each matrix table must not exceed two (2) Pages. (NOTE. Boxes for Outcomes and cells in Matrix tables will expand as you type) r Outcomes: In general, a program should have 3 -4 program outcomes. The Outcome indicates the measurable impact or change the program will have on the clients its serves. The outcome should detail the results of the services provided; not the services provided. Outcomes utilize action words such as maintain, increase, decrease, reduce, improve, raise and lower. Please incorporate the following into the outcome description: * Direction of change * Time frame * Area of change * As measured by * Target population * Baseline: the number you will be measuring against * Degree of change Example Outcome: To decrease (direction of change) number of unexcused absences (area of change) of enrolled boys and girls (target population) by 75% (degree of change) in one year (timeframe) as reported by the 2006-2007 School Board attendance records (as measured by). Baseline: 2005 -06 School Board attendance records for enrolled boys and girls. Activities Matra: The matrix is designed to identify specific activities the program will provide to achieve the stated outcomes. The matrix identifies: 1 ) the specific activity; 2) how often the service/activity is provided; 3) who, by position, is responsible to deliver the service/activity; and 4) expected change in client from providing service/activity. In addition, the matrix is designed to capture the evaluation of services provided: 5) indicator or measurement of change; 6) source of measurement; and 7) how frequently it is measured. A separate PROGRAM OUTCOMES AND ACTIVITIES MATRIX needs to be completed for each outcome. Use a separate row for each activity and group activities under their related outcomes. To add more rows, if needed, simply locate the cursor at the last cell in the last row and press the "TAB" button on the keyboard. See examples provided in the instructions. IMPORTANT NOTE: Keep in mind when developing PROGRAM OUTCOMES that, if funded, these will be what you are accountable to accomplish. Also, the PROGRAM OUTCOMES should reflect the information described in the PROGRAM NEED STATEMENT (B. 1 .). All PROGRAM NEED STATEMENTS should flow from the MISSION & VISION. MEASURABLE OUTCOMES should be based on and measure program needs. Activities are the tasks you do to influence the outcome and impact the unacceptable condition in your PROGRAM NEED STATEMENT. (B. 1 .). 7 Catholic Charities — Samaritan Center IRC Children's Advisory Committee E. COLLABORATION (Entire Section E not to exceed one page) 1. List your program's collaborative partners and the resources that they are providing to the program beyond referrals and support. (See individual fonder requirements for inclusion of collaborative agreement letters.) Collaborative 4gmcy Resources provided to the program The Mental Health Association and The Child Witness Program, a 12 week session held at Exchange Club of I.R.C. S.C. & conducted by a M.H.A. Counselor, is designed for children having witnessed domestic violence. For adults, a weekly support group is offered offsite that resident adults may attend. Substance Abuse Council The SAC provides our teenage residents with the opportunity to attend Program Success an anger management and drug use prevention program offered twice weekly. Boy' s & Girls Club The Boys & Girls Club offers our resident children the opportunity to participate in their after school programs. Counseling and Recover Center CRC offers outpatient drug and alcohol treatment and (CRC) assists them with getting into the program promptly. Counselors work closely with our Case Management Staff. New Horizons of the Treasure Coast New Horizons of the Treasure Coast provide additional counseling, psychiatric and substance abuse treatment to our residents who are in need of these services. New Horizons works closely with our Case Management Staff to set weekly goals. Childcare Resources Childcare Resources provides subsidized child care services for our residents. Habitat for Humanity A representative from Habitat comes to S.C . to present the requirements for acquiring a Habitat home. They also work with interested families on financial guidance. Carenet Pregnancy Center Workshops covering abstinence and STD prevention are held .onsite for our adult and teen residents. Gifford Youth Activities Center A 9 week parenting class, facilitated by GYAC staff is held on-site . Healthy Start Coalition / Healthy Residents may receive formula, diapers, baby food Families vouchers and other needs for babies and young children. Parenting support is also provided. Indian River National Bank IRNB facilitates a six week finance and budget seminar for all adult residents. 12 i � 1 Number 1 Undupficated I A 1 LDcation _ kj; t� I . ME Nor& IndianCO.- li1Cj%11"�. �711K11� 11 " 6=1 / 1 1 1 : III ' ®R EVA D, 1 1 1 1 Number1 Unduplicated Clientsby Age i S s � I 1 I I h PLIF 131 14 1 1 1 • 1 ® -� ��® I Catholic Charities — Samaritan Center IRC Children's Advisory Conanittee Outcome # 1: Resident children who are age 4 and over will increase their self esteem by showing an average of 5-10% increase on the self-esteem pre & post tests given at the beginning and end of each 8 week session. These sessions are done quarterly. Program Design & Task Management Evaluation Design & Data Collection (Colunms 1 -4) (Columns 5-7 1 O1 3 —� 4 5 © 1 7 Program Frequency Responsible Expected Indicator Data Source Time of Activities (how often) Parties (who) Outcomes/change (why) Measurements (where) Measurement (when) (what) (evidence) Self— Esteem Weekly for 8 The Children's A 5% - 10 % increase is Client's performance Test grades A grade will be Module consecutive Coordinator will expected based on the on pre & post tests recorded by recorded at the weeks distribute the tests lessons that occur between Children' s beginning and end of pre test and post test Coordinator the 8 week session. Sessions will occur on a quarterly basis throughout a 12 month cycle. Positive Parenting Weekly sessions Case Manager and Positive communication Progress and Case Support staff Coincide with the 8 24 hour support staff between parents and notes are documented record week self— esteem children observations in module. the progress notes and the Case Managers record notes in client's folder. Positive Discipline Weekly for eight Case Manager A 5% - 10% increase based Client's performance Test grades A grade will be — Video and Role consecutive on the lessons that occur on pre & post tests recorded by recorded at the Play weeks between pre test and post Case Manager beginning and end of test the 8 week session. Sessions will occur on a quarterly basis throughout a 12 month cycle. Provide parenting Daily and as Support Staff Increase positive communication Family observation. Client files Daily log assistance to clients needed. between parents and children. III the facility. Decrease the. number of inappropriate outbursts between clients. 8 Catholic Charities — Samaritan Center IRC Children's Advisory Committee (Boxes will expand as you e. Outcome # 2: Resident children who are age 4 and over will demonstrate a 5-10% increase on their social behaviors measurement form that will be given at the beginning and end of each 8 week session. These sessions are done quarterly. Program Design & Task Management Evaluation Design & Data Collection (Columns 1 -4) (Columns 5-7) 1 � 0 3 4 Program Activities Frequency Responsible Expected Indicator Data Source Time of (what) (how often) Parties (who) Outcomes/change Measurements (where) Measurement (why) (evidence) (when) Character Values Module Weekly for 8 The Children's A 5%-10% increase Client's Test grades recorded A grade will be consecutive Coordinator will is expected based on performance on by Children's recorded at the weeks distribute tests the lessons that occur pre & post tests Coordinator beginning and end of between pre test and the 8 week session. post test Sessions will occur on a quarterly basis throughout a 12 month cycle. Parent Meeting Weekly The Children's The Children' s Treatment team Children's Coincide with the 8 Coordinator Coordinator will notes Coordinator week Character — meet with parents to documents client Values Module. discuss positive group behavior and behaviors parent meeting discussions. Provide assistance to the Daily and as Administration and Social behaviors will Progress notes and Support staff record Coincide with the 8 clients. needed. Support Staff improve in and out case management observations in the week Character — of the facility, notes along with progress notes and Values Module. redirection at the the Case Manager's time of the records notes in the occurance. client folder 9 Catholic Charities — Samaritan Center IRC Children's Advisory Committee G. BUDGET FORMS - To open the Budget Forms, please double-click on the icon below. In the Excel portion of this RFP you will find the following pages/tabs : 1 . Budget Narrative Worksheet (4 pages) 2. Total Agency Budget 3 . Total program Budget 4. Funder Specific Budget 5 . Explanation for Variances Make sure to print all the forms by going to each tab and selecting the Print icon. Microsoft Office Excel Worksheet 14 q g C 11 . • - : : 1 111 11 . . • • � . . : . : : III 11 • • - : I 111 I I : . , . . � : :,: . , : • 111 . , . • 11 11 . • 11 MMZ�f' „ + ' ''3 1 , , 11 • 1 • . . 11 1 : : 1 Catholic Charities — Samaritan Center IRC Children's Advisory Committee Boxes will expand as you e.) Outcome #3: Adult residents will increase their knowledge and skills in the area of health and safety for children by a minimum of 5-10% as evidence through a health and safety pre & post test given at the beginning and end of the 8 week parenting classes. These classes are done quarterly. Program Design & Task Management Evaluation Design & Data Collection (Columns 1 -4) (Columns 5-7) I 00 �— 4 6 7 Program Activities Frequency Responsible Expected Indicator Data Source Time of (what) (how often) Parties (who) Outcomes/change Measurements (where) Measurement (why) (evidence) (when) Health and Safety Video Weekly for 8 Case Manager A 5% - 10% Client' s Test grades recorded A grade will be Module consecutive increased is expected performance on by Case Manager recorded at the weeks based on the lessons pre & post tests beginning and end of that occur between the 8 week session. pre test and post test Sessions will occur on a quarterly basis throughout a 12 month cycle. Health and Safety Weekly Case Manager and Positive discussions Progress and Case Support staff record Coincide with the 8 Pamphlets and sessions 24 hour support between staff and notes are observations in the week Health and Worksheets staff clients, and positive documented progress notes and Safety Video observations of the Case Manager's Module clients by staff records notes in the client folder 10 Catholic Charities — Samaritan.Center IRC Children's Advisory Committee Boxes will expand as you type) Outcome #4: Seventy-five percent of resident children will increase their knowledge and skills in the area of academic performance as evidence through progress reports and report cards. Children will be evaluated during the academic year. Program Design & Task Management Evaluation Design & Data Collection (Columns 1 -4) (Colurnns 5-7) 1 X001--4-� � f 6-ll-7 1 Program Activities Frequency Responsible L(why) cted indicator Data Source Time of (what) (how often) Parties (who) omes/change Measurements (where) Measurement (evidence) (when) Provide assistance in Five days a Children's Increase in academic School grades Progress Reports 5 week progress completing homework week Coordinator and skills reports assignments. tutors Completed Report Cards 10 week report cards homework assi guts Parent teacher Every five Children' s Increase academic Children's School conference Coincide with the conferences weeks or as Coordinator skills and Coordinator's forms school calendar. needed. parent/teacher notes communication 11 '��� �" i ��" : r rr � i � 5i—.. . :z':*�'+ }' ., . ..��.� ^^TT�..s' m^`^m^.zt�• r ,� €n.:�. :"x't. x.:.��,��-< • • - . 1 11 11 111 ' . 75 Ptl. - - 1 • 11 I • 11 1 I . • 1 nrsmxSupport Staff A. Moore - II 11 111 ' . . , hrsANkSupport Staff FT 16hrs/Wk • 11 11 111 ' . ;Support Staff C. Phinizee 32 hrst Support Staff L. Riggins 32 hfslwk • 11 11 111 ' . MINES= 11 111 ' . - 11 11 II 11 1 11 ' . Millre - - 1 � 1 • 11 1 • 11 111 ' . 1 1 ' . 11 • 11 • p • •ff • • • ' 11 • . 11 11 •Sul• , : • • •• • - 111 111 111 ' . 11 ". . • . 1 • 11 1 : . 11 ^�, MEN • l ft J �4swr,i--'-b as �:'.'' F x 'tL* . ?.J�� 3 . . 1 ! �,,,y kt= .�yavl. .:;:: +Ilks. ..aexaS r,".'_ . .r r,F � � • . • - . 1 11 1 11 ---- 1 11 • • • ' • • � � � . . . . ' . I 11 11 1 11 ---- 1 I I .5UPPOrt Stan M. RabUCK , 1 nrSfWK:Support Staff A. . . ,Support Staff C. Phinizee 32 hrsAvk Support Staff PT 16hrs/Wk Support Staff L. Riggins 32 hmlwk Support Staff C. Nelson 32 hrs/wk Admin. Asst.Nol. Coor C. Utter 111 111 ---- 1 11 111 111 ---- 111 . 1 hrslwkI11 111 ---- I11 . 1 I11 111 ---- 111 - • 1 1 ' � 1 11 ---5 1 11 hrstwk Substitutes On-un - • . . . - : . . . : : • WWW '. 1 11 . , 11 '. / II '. 111 '. 1 11 '. 111 4 a a v { � S ; t �,. >4 ? ax SX.r �Pr c s x z ' .f•'rk <N.+:... ,r .. It avzt .:2 I a ' e .v c.+ - •,-' ' 2 In � P a.2U= P' .y ' `��i^- t ??.,p• .a�;^- a < y�?,�a sr:� r� - A, r ��-s.,,,,rs�„F �,.� s, cV� � ,,: t �' '�'' .A .a �`'� ai^ +� s�. �3�� . . 111 11MM 1 : National Conference (cost par staff) - P, 111 z* ' C n 11 • 11 1 11 • 'rz," "fin hN ' # ✓ . T s _river 07111 • ns �¢ +tV 'I � • s ,ypyy history. 486.66 It 12 611 � & �t £� µ�fiVf � '� 111 n� 'mar ?a.g r Y Ss -a y na 111 Re210 ,S� ( T. Quarterly Mailing of Newsletter Special events,etc.- Bulk mailings - appeals $666.66 x 12 8000 1 1111111 ` moi'• SF 2p a v.t'ry' ; { . I11 ME"12 1 11 MU 33 ??aFa?t* aa3:n�`,".` ate-i�az••.•". • 11 "wFIRM�.R,ry r �r 'i' t ' gs 'd'fr "M 1 5 • 1 1 Printing & Publications 111 -- QuaFterty Newsletter .Envelopes, etc. - M j# materials - Other 111 111 , 1 I11 . rx � 91 t Membership to National Organization $225.00 'f qW Dues $200.00 - Subscriptions to Newspapers/magaidnes, etc. 11 Directors/Officers Llab.- Commercial/General ON 111 AWW - 11 • •11 , ' I '. , • PS} f.. -,- -.� t` .. «anl � a . .�r'�„ "'' "Err+3K.` .y C°`.d,l.-t 's Catholic Charities — Samaritan Center IRC Children's Advisory Committee E. COLLABORATION (Entire Section E not to exceed one page) 1. List your program's collaborative partners and the resources that they are providing to the program beyond referrals and support. (See individual fonder requirements for inclusion of collaborative agreement letters.) Collaborative 4gmcy Resources provided to the program The Mental Health Association and The Child Witness Program, a 12 week session held at Exchange Club of I.R.C. S.C. & conducted by a M.H.A. Counselor, is designed for children having witnessed domestic violence. For adults, a weekly support group is offered offsite that resident adults may attend. Substance Abuse Council The SAC provides our teenage residents with the opportunity to attend Program Success an anger management and drug use prevention program offered twice weekly. Boy' s & Girls Club The Boys & Girls Club offers our resident children the opportunity to participate in their after school programs. Counseling and Recover Center CRC offers outpatient drug and alcohol treatment and (CRC) assists them with getting into the program promptly. Counselors work closely with our Case Management Staff. New Horizons of the Treasure Coast New Horizons of the Treasure Coast provide additional counseling, psychiatric and substance abuse treatment to our residents who are in need of these services. New Horizons works closely with our Case Management Staff to set weekly goals. Childcare Resources Childcare Resources provides subsidized child care services for our residents. Habitat for Humanity A representative from Habitat comes to S.C . to present the requirements for acquiring a Habitat home. They also work with interested families on financial guidance. Carenet Pregnancy Center Workshops covering abstinence and STD prevention are held .onsite for our adult and teen residents. Gifford Youth Activities Center A 9 week parenting class, facilitated by GYAC staff is held on-site . Healthy Start Coalition / Healthy Residents may receive formula, diapers, baby food Families vouchers and other needs for babies and young children. Parenting support is also provided. Indian River National Bank IRNB facilitates a six week finance and budget seminar for all adult residents. 12 i � 1 Number 1 Undupficated I A 1 LDcation _ kj; t� I . ME Nor& IndianCO.- li1Cj%11"�. �711K11� 11 " 6=1 / 1 1 1 : III ' ®R EVA D, 1 1 1 1 Number1 Unduplicated Clientsby Age i S s � I 1 I I h PLIF 131 14 1 1 1 • 1 ® -� ��® I . 1 111 • - 111 . 1111 . }L 3} 'M1T rk A AM , LLL ORGOIR"ll jr4m - 111 � �r.�,.ta ..� "tY fi°v��kr•.eF '.'i ...r3 'u4%` �,v �` =�` ✓�...,�r.`.,,..v® i 1 111 , - 1 1 1 � ,; u �' '- � �S .�� 5u,��1 '�l. tet' ^%. �^�t^ .� •h ,4`.fv'F�. • � 11 • Vis_ �� .�.nnc`�;=�"�`�. .`-'fie- r�' -�3 �y �r,.�=a� - - . - 111 g� 111 I I I : . 90 11 �_ • 11 ,11 ' � - " `t x ti 11 I1 • - -. v � y��y K$ � 1 (Y,ax-ti" Y "'.� .sl A .¢ • III GNW CWXhcelUOP9..YAlSnwXen LxM, . 2007-2008 CORE GRANT APPLICATION TOTAL AGENCY BUDGET AGENCYIPROGRAM NAME: Catholic Charities of DOPB., Inc / Samaritan Center FY 05/08 FY 08107 FY 07/08 % INCREASE FYEFYE FYE CURRENTVS. NEXT FY BUDGET B B C D TOTAL TOTAL PROPOSED Ica acol. Byrn e - REVENUES BUDGETED BUDGETED BUDGETED 1 Children's Services COunoIISt. Lucie 226 400.00 239 954.00 288 913.00 20.39% 3 Children's Services Council-Martin 0.00 0.00 0.00 3 Adv[wm Committee-Indlan River 36 000.00 40 D00.00 58183.00 40.46% United Wa SL Lucie county 0.00 0.00 0.00 6 United Way-Martin Courdy 15 000.00 40 000.00 50 000.00 25.00% e United Way-Indian River CountY 68 000.00 85 000.00 86 860.00 -4.87% 7 Department of Children & Families 0.00 0.00 0.D0 s County Funds 0.00 36ODO.00 36000.00 0.00% s Contributions-Cash 560000.00 587281 .00 663569.00 12.99% 10 Program Fees SBO DOO.OD 5801100.00 635o377.00 9.56% N Fund Raisins Events-Net "09000.00 626 861.00 672 800.00 7.33% 12 Sales to Public-Not 0.00 0.00 0.00 13 Membership Dues - 0.00 0.00 0.00 14 Investment Income 160 000.00 160 000.00 193 160.00 20.73% 16 Miscellaneous 0.00 0.00 0.00 1s L acles & Bequests 180 000.00 200 000.00 2K661 .00 32.28% 17 Funds from Other Sources 5 541 981 .00 5 480 956.00 -6 350 759.00 15.87% is Reserve Funds Used for Operating 0.00 0.00 0.00 19 IMOnd Donations Orot ac u4 aroan 0.00 - 0.00 0.00 20 TOTAL 7 808p381.00 807608200 9 292172.00 16.06% EXPENDITURES 21 Salaries 3,759,678.00 - 3970 39896,098.00 -0.34% 22 FICA 287p615,00 283 715.00 282 751 .60 -0.34°/6 m Retirement - - 270 697.00 268 880.00 267 967.11 -0.34% Zd LlfelHeaith 835 351.00 820 485.00 635o622.00 42.53% 2s Workers Compensation 37 597.00 55 631 .DO 55.441 .47 -0.34% 28 Florida Unem to ment 37697.00 55630.00 55441.47 -0.34% 27 Travef-Dally 82 000.00 106 053.00 . 127 399.00 20.13% 2e TravellConferenceslfralnin 40000.00 40000.011 64805.00 36.51% 29 Oface Su 1198 64 000.00 66 000.00 63 121.00 4.36% so Tele hone 98 000.00 100 000.00 118 101 .00 18.10% 31 P elShl In 21000.00 22000.00 38331 .00 74.23% 32 Utllitles 75 000.00 8600000 108 864.00 26.59% 33 Occupancy (Building & Grounds . 588008.00 670000.00 661117.00 -1 .33% 34 Printino & Publications 25000.00 35,000AO 44o329.00 26.66% 36 SubscriptionlDuesfiflembershIps 15000.00 10000.00 17506.00 75.06% 3s Insurance 40 000.00 8000000 82 204.00 2.76% 37 EquipmentMentall & Maintenance 39000.00 ' 54000.00 56547.00 6.61% 39 Advertising - - 148000.00 150000.00 104233.00 .30.51% 39 Equipment Purchases:Ca ital Expense A.90 000.00 60 000.00 129 972.00 116.62% 40 Professional Fen (Legal, Consumn 14 336.00 156600.00 338332.00 116.190/6 41 BookalEducational Materials 70000.00 80000.00 56743.00 -29.07% 42 Food & Nutrition 73 000.00 130 000.00 202 199.00 .65.54% 43 Administrative Costs 464 000.00 500 000.00 1 ,228,682.00 145.73% Audit Expense 22 500.00 23 500.011 0.00 .100.00% 4s Specific Assistance to Individuals 475 000.00 5 OGO.00 818 880.00 62.48% 4s OthadMiscellaneous 10 000.00 10 000.00 15 615.00 56.15% 47 OthedContract 0.00 30 000.00 48 TOTAL 7 808 381001 807608200 9292171 .54 15.06% 49 REVENUES OVERT UNDER EXPENDITURES 0.00 0.00 0.00 Ua 7 e Catholic Charities — Samaritan Center IRC Children's Advisory Committee G. BUDGET FORMS - To open the Budget Forms, please double-click on the icon below. In the Excel portion of this RFP you will find the following pages/tabs : 1 . Budget Narrative Worksheet (4 pages) 2. Total Agency Budget 3 . Total program Budget 4. Funder Specific Budget 5 . Explanation for Variances Make sure to print all the forms by going to each tab and selecting the Print icon. Microsoft Office Excel Worksheet 14 q g C 11 . • - : : 1 111 11 . . • • � . . : . : : III 11 • • - : I 111 I I : . , . . � : :,: . , : • 111 . , . • 11 11 . • 11 MMZ�f' „ + ' ''3 1 , , 11 • 1 • . . 11 1 : : 1 Cmoe Crrn aDOM m ls.i 00m �. 2007-2008 CORE GRANT APPLICATION TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: Catholic Charities of DOPB., Inc / Samaritan Center FY 06108 FY DII07 M202,000,000.00% % INCREASE FYE FYE . CURRENTVS. NEXT FY BUDGET A B D ACTUAL TOTAL (col. C<ol. aycol. B . REVENUES BUDGETED 1 Children's Services Council-St. Lucie 0.00 .00 2 Children's Services Council-Martin 0.00 .00 3 AdvisoryCommittee-Indlan River 36 000.00 40 000.00 .00 40.46% 4 United Way-St Lucie County - 0.00 .00 6 United Way-Martin County0.00 0.00 United W -Indian River County69 000.00 85 000.000.011 -CUR Department of Children & Families 0.00 0.00 a Coun Funds 0.00 0.00 a Contributions-Cash 100 955.00 225 000.000.00 -6.67% 10 P ram Fees 11000.00 1900o.000.00 0.00% 11 Fund Raisin Events-Not 100 000.00 202 000.000.00 0.00% 12 Sales to Public-Not 0.00 0.00 13 MembershipDues 0.00 0.00 14 Investment Income 10000.00 12000.00 12000.00 0.00% 1s Miscellaneous 0.00 - 0.00 is acles & B nests - 11500.00 0.00 0.00 17 Funds from Other Sources 2K329.00 229 435.00 352 790.00 53.76% 1s Reserve Funds Used for Operating 0.00 0.00 0.00 1s In-Kind Donations 0.00 0.00 20 TOTAL 602784.00 794435.00 914833.00 15.16% EXPENDITURES 21 Salaries 288071.00 342.157.001 351088.00 2.61°A 22 FICA 22n037.00 26.175.001 26868.23 2.61% 23 Retirement 20165.00 . 24.806.001 26l463.88 2.61% 24 Life/Health 56m987.00 55189.00 54 950.91 53.75% 26 Workers Compensation 2,881.00 5132.00 - S 266.32 2.62% 28 Florida Unem Io Ment 1 ,563.00 5132.00 8,266.32 2.62% 27 Travel-Daily 3,069.00 7p200.00 7 000.DO -2.78% 29 TravellConferences/Treinln 1,200.00 2y500,00 39000.00 20.00% 20 Offloe Su Iles 41500.00 4,500.00 51600.00 24.44% 3b Telephone 7500.00 : 10500.00 13000.00 23.81 % s1 Posta efShl in 4000.00 8000.00 8000.00 33.33% 32 UBlltiee 17 500.00 22 D00.00 25 000.00 13.64% 33 Occupancy (Building & Grounds 59845.00 7 -400.00 88500.00 18.95% 34 Printing & Publications 4g250.00 105000.00 12 000.00 20.00% 35 SUbscriptionIDUBSIMINTUMNS111PS 1 ,000.00 500.00 100000 100.00% 36 Insurance 1500.00 Sjow,oO 5563.00 -2.266A 37 E ul ment:Remal & Maintenance 49500.00 63000.00 10 000.00 66.67% 3s Advertising Z700,00 55 000.00 SO 000.00 . 9.D9% 39 Equipment PumhaseeXa ital Expense 4 600.011 . 0.00 22 000.00 40 Professional Fees al Conutiln 13 846.00 24,000.00 20 DOO.00 -16.67% 41 BookslEducatlonal Materials 4500.00 10000.00 1000000 0.00% 42 Food & Nutrition 15 000.00 21 t000,00 21 000.00 - 0.00% 43 Administrative Costs 57 020.00 SB 244.00 92 086.00 39.01% 44 Audit Expense - 760.00 600.00 500.00 0.00% 45 Speciflc Assistance toindivlduals 500.00 7500.00 7500.00 4/ Other/Miscellaneous - 3100.00 2 000.00 41000.00 100.00% 47 Other/Contract 0.00 0.00 4s TOTAL I 602 784.00 435.00 914 832.66 76.16% 49 REVENUES OVERT UNDER EXPENDITURES 1 0.001 0.001 0.34 sm007 - Caft is Charities 0 DOM, Inc. / S nne n Carver 2007=2008 CORE GRANT APPLICATION FUNDER SPECIFIC BUDGET PROGRAM EXPENSES AGENCYIPROGRAM NAME : Catholic Charities of DOPB., Inc I Samaritan Center FUNDER: Children Services Advisory Committee FY 07107 FY 07108 % OF TOTAL FUNDER TOTAL VS. PROGRAM SPECIFIC FUNDER REQUEST BUDGET BUDGET (col. B/col, A EXPENDITURES 21 Salaries 351 ,088,00 53,183.44 16,15% 22 FICA 0.00 0.00 #DIVI01 23 Retirement 0.00 0.00 #DIVI01 24 Life/Health 0,00 0.00 #DN/01 25 Workers Compensation 0.00 0.00 #DN/01 26 Florida Unemployment 0.00 0.00 #DIV/01 27 Travel-Dail 0.00 0.00 #DMO! 28 TraveUConferencesgrainin 0,00 0.00 #DIV/0I 29 Office Su lies 0.00 0.00 #DIV/01 30 Telephone 0.00 0.00 #DIV101 31 Postage/Shipping 0.00 0,00 #DIV/01 32 Utilities 0.00 0.00 #DIV101 33 Occupancy (Building & Grounds 0.00 0.00 #DIVI01 34 Printing & Publications 0.00 0.00 #DIVIOl 35 Subscription/Dues/Memberships 0.00 0.00 #DIVI01 36 Insurance 0.00 0.00 #DIVl01 37 E ui ment:Rental & Maintenance 0.00 0.00 #DIVI01 38 Advertising 0.00 0.00 #DIV/01 39 Equipment Purchases:Ca ital Expense 0.00 0.00 #DIVIOI 40 Professional Fees (Legal, Consulting) 0.00 0.00 #DIVI01 41 BookslEducational Materials 0.00 3,000.00 #DIV/01 42 Food & Nutrition 0.00 0.00 #DIV/01 43 Administrative Costs 0.00 0.00 #DN/01 44 Audit Expense - 0.00 0.00 #DIVIOI 45 Specific Assistance to Individuals 0,00 0.00 #DIVI01 46 Other/Miscellaneous 01001 0.00 #DN/01 47 Other/Contract 0.00 0.00 #DIVI01 48 TOTAL - $351 ,088.00 $56,183.44 16.00% suzw� - &e '��� �" i ��" : r rr � i � 5i—.. . :z':*�'+ }' ., . ..��.� ^^TT�..s' m^`^m^.zt�• r ,� €n.:�. :"x't. x.:.��,��-< • • - . 1 11 11 111 ' . 75 Ptl. - - 1 • 11 I • 11 1 I . • 1 nrsmxSupport Staff A. Moore - II 11 111 ' . . , hrsANkSupport Staff FT 16hrs/Wk • 11 11 111 ' . ;Support Staff C. Phinizee 32 hrst Support Staff L. Riggins 32 hfslwk • 11 11 111 ' . MINES= 11 111 ' . - 11 11 II 11 1 11 ' . Millre - - 1 � 1 • 11 1 • 11 111 ' . 1 1 ' . 11 • 11 • p • •ff • • • ' 11 • . 11 11 •Sul• , : • • •• • - 111 111 111 ' . 11 ". . • . 1 • 11 1 : . 11 ^�, MEN • l ft J �4swr,i--'-b as �:'.'' F x 'tL* . ?.J�� 3 . . 1 ! �,,,y kt= .�yavl. .:;:: +Ilks. ..aexaS r,".'_ . .r r,F � � • . • - . 1 11 1 11 ---- 1 11 • • • ' • • � � � . . . . ' . I 11 11 1 11 ---- 1 I I .5UPPOrt Stan M. RabUCK , 1 nrSfWK:Support Staff A. . . ,Support Staff C. Phinizee 32 hrsAvk Support Staff PT 16hrs/Wk Support Staff L. Riggins 32 hmlwk Support Staff C. Nelson 32 hrs/wk Admin. Asst.Nol. Coor C. Utter 111 111 ---- 1 11 111 111 ---- 111 . 1 hrslwkI11 111 ---- I11 . 1 I11 111 ---- 111 - • 1 1 ' � 1 11 ---5 1 11 hrstwk Substitutes On-un - • . . . - : . . . : : • WWW '. 1 11 . , 11 '. / II '. 111 '. 1 11 '. 111 4 a a v { � S ; t �,. >4 ? ax SX.r �Pr c s x z ' .f•'rk <N.+:... ,r .. It avzt .:2 I a ' e .v c.+ - •,-' ' 2 In � P a.2U= P' .y ' `��i^- t ??.,p• .a�;^- a < y�?,�a sr:� r� - A, r ��-s.,,,,rs�„F �,.� s, cV� � ,,: t �' '�'' .A .a �`'� ai^ +� s�. �3�� . . 111 11MM 1 : National Conference (cost par staff) - P, 111 z* ' C n 11 • 11 1 11 • 'rz," "fin hN ' # ✓ . T s _river 07111 • ns �¢ +tV 'I � • s ,ypyy history. 486.66 It 12 611 � & �t £� µ�fiVf � '� 111 n� 'mar ?a.g r Y Ss -a y na 111 Re210 ,S� ( T. Quarterly Mailing of Newsletter Special events,etc.- Bulk mailings - appeals $666.66 x 12 8000 1 1111111 ` moi'• SF 2p a v.t'ry' ; { . I11 ME"12 1 11 MU 33 ??aFa?t* aa3:n�`,".` ate-i�az••.•". • 11 "wFIRM�.R,ry r �r 'i' t ' gs 'd'fr "M 1 5 • 1 1 Printing & Publications 111 -- QuaFterty Newsletter .Envelopes, etc. - M j# materials - Other 111 111 , 1 I11 . rx � 91 t Membership to National Organization $225.00 'f qW Dues $200.00 - Subscriptions to Newspapers/magaidnes, etc. 11 Directors/Officers Llab.- Commercial/General ON 111 AWW - 11 • •11 , ' I '. , • PS} f.. -,- -.� t` .. «anl � a . .�r'�„ "'' "Err+3K.` .y C°`.d,l.-t 's Islas— CMW Chstl aMOB, 1m, r swa Cahn \ 2007-2008 CORE GRANT APPLICATION EXPLANATION FOR VARIANCES OF 15% OR MORE TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: Catholic Charities of DOPB, Inc I Samaritan Center FUNDER: Children Services Advisory Committee Children's Services CouncllSt. Lucie N/A Chlldren's Services Councll4Aardn WA . .. ,. Advisory Commhfee-Indian River S,ta�2hlfel7;chil rp �grpilks=w g4 "'� Fe. , 3S1sSh@0�14or1. ; pJ '.a; - s United Way-St. Lucie Court N/A United Way-Martin CountyWA De ntmerd of Children & Families WA CountyFunds WA ' Sales to Publlc-Nat Membership Dues Miscellaneous Le atlas & Se uests Catholic Charities is implementing a strategy to go after other type of funds for program operation. Overall cost of program operation Funds from Other Sources has increased, therefore we trying to attract other funders to support the Samaritan Center's Operating cost. Reserve Funds Used for O eretin N/A In-Kind Donations N/A - LNelHealth The number of pan time vs full time employees Increased and the cost of Heath Insurance »creased Trawl/Conferenceaffralininci The price of fuel Increased office Su Iles Small office equipment b purchased in the supply category per capitalization policy of $500 or less per sem Tel hone Upgraded DSL phone lines Postacie/ShIppina postage rate increase Occu nev (Buildina & Grounds Major hurricane repairs completed In pror years are now being depreciated PrInt1no & Publications Cost of pdnthg increased Subscri tionlDuesNembershl s Advertising for the Ebey store and increase In cost of subscriptions E ul mentRental & Maintenance Cost of New Copier, landscape equipment maintenance, computer maintenance cost Increased E ui ment Purchases:Ca Ital Ex ense The purchase of new van will be paid for by Catholic Charities or other funder Administrative Costs Indirect cost is based operating expenses therefore we have an Increase in this Gne hem Other/Mlscallaneous Cost of background screenin s and fingerprinting has increased Other/Contract WA varsun as EXHIBIT C STANDARD TERMS FOR GRANT CONTRACT 1 . Notices : Any notice, request, demand , consent, approval or other communication required or permitted by this Contract shall be given or made in writing , by any of the following methods : facsimile transmission ; hand delivery to the other party; delivery by commercial overnight courier service ; or mailed by registered or certified mail (postage prepaid ), return receipt requested at the addresses of the parties shown below: County: Brad E . Bernauer, Indian River County Human Services Director 1601 27`h Street, Vero Beach , Florida 32960. Recipient: Samaritan Center P .O. Box 109650 , Palm Beach Gardens, FL. 33410, Attention : Dr. T. Bila 2. Venue : Choice of Law: The validity, interpretation , construction , and effect of this Contract shall be in accordance with and governed by the laws of the State of Florida , only. The location for settlement of any and all claims, controversies, or disputes, arising out of or relating to any part of this Contract, or any breach hereof, as well as any litigation between the parties , shall be Indian River County, Florida for claims brought in state court, and the Southern District of Florida for those claims justifiable in federal court. 3 . Entirety of Agreement: This Contract incorporates and includes all prior and contemporaneous negotiations, correspondence, conversations , agreements , and understandings applicable to the matters contained herein and the parties agree that there are no commitments, agreements , or understandings concerning the subject matter of this Contract that are not contained herein . Accordingly, it is agreed that no deviation from the terms hereof shall be predicated upon any prior representations or agreements , whether oral or written . It is further agreed that no modification , amendment or alteration in the terms and conditions contained herein shall be effective unless contained in a written document signed by both parties . 4 . Severability: In the event any provision of this Contract is determined to be unenforceable or invalid , such unenforceability or invalidity shall not affect the remaining provisions of this Contract, and every other term and provision of this Contract shall be deemed valid and enforceable to the extent permitted by law. To that extent, this Contract is deemed severable. 5 . Captions and Interpretations: Captions in this Contract are included for convenience only and are not to be considered in any construction or interpretation of this Contract or any of its provisions . Unless the context indicates otherwise , words importing the singular number include the plural number, and vice versa . Words of any gender include the correlative words of the other genders, unless the sense indicates otherwise . 6. Independent Contractor. The Recipient is and shall be an independent contractor for all purposes under this Contract. The Recipient is not an agent or employee of the County, and any and all persons engaged in any of the services or activities funded in whole or in part performed pursuant to this Contract shall at all times and in all places be subject to the Recipient's sole direction , supervision , and control . 7 . Assignment. This Contract may not be assigned by the Recipient without the prior written consent of the County. 1 . 1 111 • - 111 . 1111 . }L 3} 'M1T rk A AM , LLL ORGOIR"ll jr4m - 111 � �r.�,.ta ..� "tY fi°v��kr•.eF '.'i ...r3 'u4%` �,v �` =�` ✓�...,�r.`.,,..v® i 1 111 , - 1 1 1 � ,; u �' '- � �S .�� 5u,��1 '�l. tet' ^%. �^�t^ .� •h ,4`.fv'F�. • � 11 • Vis_ �� .�.nnc`�;=�"�`�. .`-'fie- r�' -�3 �y �r,.�=a� - - . - 111 g� 111 I I I : . 90 11 �_ • 11 ,11 ' � - " `t x ti 11 I1 • - -. v � y��y K$ � 1 (Y,ax-ti" Y "'.� .sl A .¢ • III GNW CWXhcelUOP9..YAlSnwXen LxM, . 2007-2008 CORE GRANT APPLICATION TOTAL AGENCY BUDGET AGENCYIPROGRAM NAME: Catholic Charities of DOPB., Inc / Samaritan Center FY 05/08 FY 08107 FY 07/08 % INCREASE FYEFYE FYE CURRENTVS. NEXT FY BUDGET B B C D TOTAL TOTAL PROPOSED Ica acol. Byrn e - REVENUES BUDGETED BUDGETED BUDGETED 1 Children's Services COunoIISt. Lucie 226 400.00 239 954.00 288 913.00 20.39% 3 Children's Services Council-Martin 0.00 0.00 0.00 3 Adv[wm Committee-Indlan River 36 000.00 40 D00.00 58183.00 40.46% United Wa SL Lucie county 0.00 0.00 0.00 6 United Way-Martin Courdy 15 000.00 40 000.00 50 000.00 25.00% e United Way-Indian River CountY 68 000.00 85 000.00 86 860.00 -4.87% 7 Department of Children & Families 0.00 0.00 0.D0 s County Funds 0.00 36ODO.00 36000.00 0.00% s Contributions-Cash 560000.00 587281 .00 663569.00 12.99% 10 Program Fees SBO DOO.OD 5801100.00 635o377.00 9.56% N Fund Raisins Events-Net "09000.00 626 861.00 672 800.00 7.33% 12 Sales to Public-Not 0.00 0.00 0.00 13 Membership Dues - 0.00 0.00 0.00 14 Investment Income 160 000.00 160 000.00 193 160.00 20.73% 16 Miscellaneous 0.00 0.00 0.00 1s L acles & Bequests 180 000.00 200 000.00 2K661 .00 32.28% 17 Funds from Other Sources 5 541 981 .00 5 480 956.00 -6 350 759.00 15.87% is Reserve Funds Used for Operating 0.00 0.00 0.00 19 IMOnd Donations Orot ac u4 aroan 0.00 - 0.00 0.00 20 TOTAL 7 808p381.00 807608200 9 292172.00 16.06% EXPENDITURES 21 Salaries 3,759,678.00 - 3970 39896,098.00 -0.34% 22 FICA 287p615,00 283 715.00 282 751 .60 -0.34°/6 m Retirement - - 270 697.00 268 880.00 267 967.11 -0.34% Zd LlfelHeaith 835 351.00 820 485.00 635o622.00 42.53% 2s Workers Compensation 37 597.00 55 631 .DO 55.441 .47 -0.34% 28 Florida Unem to ment 37697.00 55630.00 55441.47 -0.34% 27 Travef-Dally 82 000.00 106 053.00 . 127 399.00 20.13% 2e TravellConferenceslfralnin 40000.00 40000.011 64805.00 36.51% 29 Oface Su 1198 64 000.00 66 000.00 63 121.00 4.36% so Tele hone 98 000.00 100 000.00 118 101 .00 18.10% 31 P elShl In 21000.00 22000.00 38331 .00 74.23% 32 Utllitles 75 000.00 8600000 108 864.00 26.59% 33 Occupancy (Building & Grounds . 588008.00 670000.00 661117.00 -1 .33% 34 Printino & Publications 25000.00 35,000AO 44o329.00 26.66% 36 SubscriptionlDuesfiflembershIps 15000.00 10000.00 17506.00 75.06% 3s Insurance 40 000.00 8000000 82 204.00 2.76% 37 EquipmentMentall & Maintenance 39000.00 ' 54000.00 56547.00 6.61% 39 Advertising - - 148000.00 150000.00 104233.00 .30.51% 39 Equipment Purchases:Ca ital Expense A.90 000.00 60 000.00 129 972.00 116.62% 40 Professional Fen (Legal, Consumn 14 336.00 156600.00 338332.00 116.190/6 41 BookalEducational Materials 70000.00 80000.00 56743.00 -29.07% 42 Food & Nutrition 73 000.00 130 000.00 202 199.00 .65.54% 43 Administrative Costs 464 000.00 500 000.00 1 ,228,682.00 145.73% Audit Expense 22 500.00 23 500.011 0.00 .100.00% 4s Specific Assistance to Individuals 475 000.00 5 OGO.00 818 880.00 62.48% 4s OthadMiscellaneous 10 000.00 10 000.00 15 615.00 56.15% 47 OthedContract 0.00 30 000.00 48 TOTAL 7 808 381001 807608200 9292171 .54 15.06% 49 REVENUES OVERT UNDER EXPENDITURES 0.00 0.00 0.00 Ua 7 e AWRD, 03 /229/ 079/ 07M CERTIFICATE OF LIABILITY INSURANCE DATETYYYY PRODUCER 1 - 305 - 592 - 6080 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Arthur J . Gallagher A Co . - Florida Arthur J . Gallagher RICK Management services (Miami ) HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 8200 N . N . Galt Street Suite 200 Miami , FL 33166 INSURERS AFFORDING COVERAGE NAIC # Antonio B . Abella - A000306 INSURED INSURERAUnderwriters At Lloyds Of London 10786 DIOCESE OF PALM BEACHINSURER B: NATIONAL CATHOLIC RRG 10083 CATHOLIC CHARITIES OF PALM BEACH , INC . 9995 N . MILITARY TRAIL INSURERC: INSURERD: PALM BEACH GARDEN , FL 33410 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. EFFECTWE POLICY E%PIRATION LIMITS INSR DO' POLICYNUMBER B GENERA - LIABILITY RRG1050 - 08 04 / 01/ 07 04 / 01/ 08 EACH OCCURRENCE 51 , 000 , 000 0 WE A X COMMERCIALGENERA- UABIUTY J067033 04 /01/ 07 04 /O1/ OB PREMISES Ea ocwrance $ included CLAIMSMADE [K] OCCUR MEDEXP (AnYonepareon) $ Nil PERSONAL &ADV INJURY $ 1 , 000 , 000 GENERAL AGGREGATE $ n/a PRODUCTS - COMWOPAGG $ 1 , 000 , 000 GENIAGGREGATE UMITAPPLIES PER: POLICY PRO- LOC RRG1050 - 08 09 /01/ 07 04 /01/ 08 COMBINED SINGLE LIMIT $ 1 , 0000000 B AUTOMOBILE LIABILITY Ea aoddenl) A % ANYAUTO J067033 09 / 01/ 07 04 / 01/ 08 ( ALLOWNEDAUTOS I BODILY INJURY $ (Per Peron) SCHEOULEDAUTOS i X HIREDAUTOS BODILYINJURY $ (Persmc ent) X NON-OWNEDAUTOS PROPERTVDAMAGE $ (Per eccitlen0 AUTO ONLY - EA ACCIDENT $ GARAGELIABIUTY EAACC $ OTHERTHAN AN AUTO AUTOONLY: PGG f EACH OCCURRENCE $ EXCESSMSISRELIA LIABILITY AGGREGATE Y OCCUR CLAIMS MADE $ b DEDUCTIBLE $ RETENTION E04/ 01/ 07 04 /01/ 08 % WCYTATU- OTRH A WORKERS COMPENSATION AND J067033 500 , 000 EMPLOYERS' LIAWLITY E.L. EACH ACCIDENT $ OFHCERIME TOR ARTIERJE ECUTIVE E.L. DISEASE - EA EMPLOYEE $ 500 , 000 O FICERsMEMBER E.L. DISEASE - POLICY LIMIT $ 500 , 000 SPECIAL PROVISIONS balm OTHER DESCRIPTION OF OPERATIONS LOCATIONS/VEXIDLE$ I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS Wherever Insurer A is shown : $ 250 , 000 Self Insured Retention is included within the limits CERTIFICATE HOLDER IS AS TO HE COUNTY FUNDING FOR THENSAMARITANTIONAL CENTER INSURED 41 STREET , SVEROTBEACH , EFIL LIABILITY FOR THE CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN [1840 AN RIVER COUNTY, FLORIDA NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO $HALL IMPOSE NO OBLIGATION OR LI U TTY OF ANY KIND UPON THE INSURER, TTS AGENTS OR 25TH STREET REPRESENTATIVES.AUTHORRED REPRESENTATIVE BEACH , FL 32960 - 3365 USA © ACORD CORPORATION 1988 ACORD 25 (2001108) msenlmia 5878105 EXHIBIT B [From policy adopted by Indian River County Board of County Commissioners on February 19 , 2002] " D. Nonprofit Agency Responsibilities After Award of Funding Indian River County provides funding to all nonprofit agencies on a reimbursement basis only. All reimbursable expenses must be documented by an invoice and/or a copy of the canceled check. Any expense not documented properly to the satisfaction of the Office of Management & Budget and/or the County Administrator may not be reimbursed . If an agency repeatedly fails to provide adequate documentation , this may be reported to the Board of Commissioners . In the event an agency provides inadequate documentation on a consistent basis , funding may be discontinued immediately. Additionally, this may adversely affect future funding requests. Expenditures may only be reimbursed from the fiscal year for which funding was awarded . For example, no expenditures prior to October 15` may be reimbursed with funds from the following year. Additionally, if any funds are unexpended at the end of a fiscal year, these funds are not carried over to the next year unless expressly authorized by the Board of Commissioners. All requests for reimbursement at fiscal year end (September 30th) must be submitted on a timely basis . Each year, the Office of Management & Budget will send a letter to all nonprofit agencies advising of the deadline for reimbursement requests for the fiscal year. This deadline is typically early to mid October, since the Finance Department does not process checks for the prior fiscal year beyond that point. Each reimbursement request must include a summary of expenses by type. These summaries should be broken down into salaries , benefits , supplies , contractual services , etc. If Indian River County is reimbursing an agency for only a portion of an expense (e .g . salary of an employee), then the method for this portion should be disclosed on the summary. The Office of Management & Budget has summary forms available . Indian River County will not reimburse certain types of expenditures . These expenditure types are listed below. a . Travel expenses for travel outside the County including but not limited to; mileage reimbursement, hotel rooms , meals , meal allowances, per Diem , and tolls . Mileage reimbursement for local travel (within Indian River County) is allowable . b. Sick or Vacation payments for employees . Since agencies may have various sick and vacation pay policies , these must be provided from other sources. c. Any expenses not associated with the provision of the program for which the County has awarded funding . d . Any expense not outlined in the agency's funding application . The County reserves the right to decline reimbursement for any expense as deemed necessary. " 1 Cmoe Crrn aDOM m ls.i 00m �. 2007-2008 CORE GRANT APPLICATION TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: Catholic Charities of DOPB., Inc / Samaritan Center FY 06108 FY DII07 M202,000,000.00% % INCREASE FYE FYE . CURRENTVS. NEXT FY BUDGET A B D ACTUAL TOTAL (col. C<ol. aycol. B . REVENUES BUDGETED 1 Children's Services Council-St. Lucie 0.00 .00 2 Children's Services Council-Martin 0.00 .00 3 AdvisoryCommittee-Indlan River 36 000.00 40 000.00 .00 40.46% 4 United Way-St Lucie County - 0.00 .00 6 United Way-Martin County0.00 0.00 United W -Indian River County69 000.00 85 000.000.011 -CUR Department of Children & Families 0.00 0.00 a Coun Funds 0.00 0.00 a Contributions-Cash 100 955.00 225 000.000.00 -6.67% 10 P ram Fees 11000.00 1900o.000.00 0.00% 11 Fund Raisin Events-Not 100 000.00 202 000.000.00 0.00% 12 Sales to Public-Not 0.00 0.00 13 MembershipDues 0.00 0.00 14 Investment Income 10000.00 12000.00 12000.00 0.00% 1s Miscellaneous 0.00 - 0.00 is acles & B nests - 11500.00 0.00 0.00 17 Funds from Other Sources 2K329.00 229 435.00 352 790.00 53.76% 1s Reserve Funds Used for Operating 0.00 0.00 0.00 1s In-Kind Donations 0.00 0.00 20 TOTAL 602784.00 794435.00 914833.00 15.16% EXPENDITURES 21 Salaries 288071.00 342.157.001 351088.00 2.61°A 22 FICA 22n037.00 26.175.001 26868.23 2.61% 23 Retirement 20165.00 . 24.806.001 26l463.88 2.61% 24 Life/Health 56m987.00 55189.00 54 950.91 53.75% 26 Workers Compensation 2,881.00 5132.00 - S 266.32 2.62% 28 Florida Unem Io Ment 1 ,563.00 5132.00 8,266.32 2.62% 27 Travel-Daily 3,069.00 7p200.00 7 000.DO -2.78% 29 TravellConferences/Treinln 1,200.00 2y500,00 39000.00 20.00% 20 Offloe Su Iles 41500.00 4,500.00 51600.00 24.44% 3b Telephone 7500.00 : 10500.00 13000.00 23.81 % s1 Posta efShl in 4000.00 8000.00 8000.00 33.33% 32 UBlltiee 17 500.00 22 D00.00 25 000.00 13.64% 33 Occupancy (Building & Grounds 59845.00 7 -400.00 88500.00 18.95% 34 Printing & Publications 4g250.00 105000.00 12 000.00 20.00% 35 SUbscriptionIDUBSIMINTUMNS111PS 1 ,000.00 500.00 100000 100.00% 36 Insurance 1500.00 Sjow,oO 5563.00 -2.266A 37 E ul ment:Remal & Maintenance 49500.00 63000.00 10 000.00 66.67% 3s Advertising Z700,00 55 000.00 SO 000.00 . 9.D9% 39 Equipment PumhaseeXa ital Expense 4 600.011 . 0.00 22 000.00 40 Professional Fees al Conutiln 13 846.00 24,000.00 20 DOO.00 -16.67% 41 BookslEducatlonal Materials 4500.00 10000.00 1000000 0.00% 42 Food & Nutrition 15 000.00 21 t000,00 21 000.00 - 0.00% 43 Administrative Costs 57 020.00 SB 244.00 92 086.00 39.01% 44 Audit Expense - 760.00 600.00 500.00 0.00% 45 Speciflc Assistance toindivlduals 500.00 7500.00 7500.00 4/ Other/Miscellaneous - 3100.00 2 000.00 41000.00 100.00% 47 Other/Contract 0.00 0.00 4s TOTAL I 602 784.00 435.00 914 832.66 76.16% 49 REVENUES OVERT UNDER EXPENDITURES 1 0.001 0.001 0.34 sm007 - Caft is Charities 0 DOM, Inc. / S nne n Carver 2007=2008 CORE GRANT APPLICATION FUNDER SPECIFIC BUDGET PROGRAM EXPENSES AGENCYIPROGRAM NAME : Catholic Charities of DOPB., Inc I Samaritan Center FUNDER: Children Services Advisory Committee FY 07107 FY 07108 % OF TOTAL FUNDER TOTAL VS. PROGRAM SPECIFIC FUNDER REQUEST BUDGET BUDGET (col. B/col, A EXPENDITURES 21 Salaries 351 ,088,00 53,183.44 16,15% 22 FICA 0.00 0.00 #DIVI01 23 Retirement 0.00 0.00 #DIVI01 24 Life/Health 0,00 0.00 #DN/01 25 Workers Compensation 0.00 0.00 #DN/01 26 Florida Unemployment 0.00 0.00 #DIV/01 27 Travel-Dail 0.00 0.00 #DMO! 28 TraveUConferencesgrainin 0,00 0.00 #DIV/0I 29 Office Su lies 0.00 0.00 #DIV/01 30 Telephone 0.00 0.00 #DIV101 31 Postage/Shipping 0.00 0,00 #DIV/01 32 Utilities 0.00 0.00 #DIV101 33 Occupancy (Building & Grounds 0.00 0.00 #DIVI01 34 Printing & Publications 0.00 0.00 #DIVIOl 35 Subscription/Dues/Memberships 0.00 0.00 #DIVI01 36 Insurance 0.00 0.00 #DIVl01 37 E ui ment:Rental & Maintenance 0.00 0.00 #DIVI01 38 Advertising 0.00 0.00 #DIV/01 39 Equipment Purchases:Ca ital Expense 0.00 0.00 #DIVIOI 40 Professional Fees (Legal, Consulting) 0.00 0.00 #DIVI01 41 BookslEducational Materials 0.00 3,000.00 #DIV/01 42 Food & Nutrition 0.00 0.00 #DIV/01 43 Administrative Costs 0.00 0.00 #DN/01 44 Audit Expense - 0.00 0.00 #DIVIOI 45 Specific Assistance to Individuals 0,00 0.00 #DIVI01 46 Other/Miscellaneous 01001 0.00 #DN/01 47 Other/Contract 0.00 0.00 #DIVI01 48 TOTAL - $351 ,088.00 $56,183.44 16.00% suzw� - &e Islas— CMW Chstl aMOB, 1m, r swa Cahn \ 2007-2008 CORE GRANT APPLICATION EXPLANATION FOR VARIANCES OF 15% OR MORE TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: Catholic Charities of DOPB, Inc I Samaritan Center FUNDER: Children Services Advisory Committee Children's Services CouncllSt. Lucie N/A Chlldren's Services Councll4Aardn WA . .. ,. Advisory Commhfee-Indian River S,ta�2hlfel7;chil rp �grpilks=w g4 "'� Fe. , 3S1sSh@0�14or1. ; pJ '.a; - s United Way-St. Lucie Court N/A United Way-Martin CountyWA De ntmerd of Children & Families WA CountyFunds WA ' Sales to Publlc-Nat Membership Dues Miscellaneous Le atlas & Se uests Catholic Charities is implementing a strategy to go after other type of funds for program operation. Overall cost of program operation Funds from Other Sources has increased, therefore we trying to attract other funders to support the Samaritan Center's Operating cost. Reserve Funds Used for O eretin N/A In-Kind Donations N/A - LNelHealth The number of pan time vs full time employees Increased and the cost of Heath Insurance »creased Trawl/Conferenceaffralininci The price of fuel Increased office Su Iles Small office equipment b purchased in the supply category per capitalization policy of $500 or less per sem Tel hone Upgraded DSL phone lines Postacie/ShIppina postage rate increase Occu nev (Buildina & Grounds Major hurricane repairs completed In pror years are now being depreciated PrInt1no & Publications Cost of pdnthg increased Subscri tionlDuesNembershl s Advertising for the Ebey store and increase In cost of subscriptions E ul mentRental & Maintenance Cost of New Copier, landscape equipment maintenance, computer maintenance cost Increased E ui ment Purchases:Ca Ital Ex ense The purchase of new van will be paid for by Catholic Charities or other funder Administrative Costs Indirect cost is based operating expenses therefore we have an Increase in this Gne hem Other/Mlscallaneous Cost of background screenin s and fingerprinting has increased Other/Contract WA varsun as EXHIBIT C STANDARD TERMS FOR GRANT CONTRACT 1 . Notices : Any notice, request, demand , consent, approval or other communication required or permitted by this Contract shall be given or made in writing , by any of the following methods : facsimile transmission ; hand delivery to the other party; delivery by commercial overnight courier service ; or mailed by registered or certified mail (postage prepaid ), return receipt requested at the addresses of the parties shown below: County: Brad E . Bernauer, Indian River County Human Services Director 1601 27`h Street, Vero Beach , Florida 32960. Recipient: Samaritan Center P .O. Box 109650 , Palm Beach Gardens, FL. 33410, Attention : Dr. T. Bila 2. Venue : Choice of Law: The validity, interpretation , construction , and effect of this Contract shall be in accordance with and governed by the laws of the State of Florida , only. The location for settlement of any and all claims, controversies, or disputes, arising out of or relating to any part of this Contract, or any breach hereof, as well as any litigation between the parties , shall be Indian River County, Florida for claims brought in state court, and the Southern District of Florida for those claims justifiable in federal court. 3 . Entirety of Agreement: This Contract incorporates and includes all prior and contemporaneous negotiations, correspondence, conversations , agreements , and understandings applicable to the matters contained herein and the parties agree that there are no commitments, agreements , or understandings concerning the subject matter of this Contract that are not contained herein . Accordingly, it is agreed that no deviation from the terms hereof shall be predicated upon any prior representations or agreements , whether oral or written . It is further agreed that no modification , amendment or alteration in the terms and conditions contained herein shall be effective unless contained in a written document signed by both parties . 4 . Severability: In the event any provision of this Contract is determined to be unenforceable or invalid , such unenforceability or invalidity shall not affect the remaining provisions of this Contract, and every other term and provision of this Contract shall be deemed valid and enforceable to the extent permitted by law. To that extent, this Contract is deemed severable. 5 . Captions and Interpretations: Captions in this Contract are included for convenience only and are not to be considered in any construction or interpretation of this Contract or any of its provisions . Unless the context indicates otherwise , words importing the singular number include the plural number, and vice versa . Words of any gender include the correlative words of the other genders, unless the sense indicates otherwise . 6. Independent Contractor. The Recipient is and shall be an independent contractor for all purposes under this Contract. The Recipient is not an agent or employee of the County, and any and all persons engaged in any of the services or activities funded in whole or in part performed pursuant to this Contract shall at all times and in all places be subject to the Recipient's sole direction , supervision , and control . 7 . Assignment. This Contract may not be assigned by the Recipient without the prior written consent of the County. 1 AWRD, 03 /229/ 079/ 07M CERTIFICATE OF LIABILITY INSURANCE DATETYYYY PRODUCER 1 - 305 - 592 - 6080 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Arthur J . Gallagher A Co . - Florida Arthur J . Gallagher RICK Management services (Miami ) HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 8200 N . N . Galt Street Suite 200 Miami , FL 33166 INSURERS AFFORDING COVERAGE NAIC # Antonio B . Abella - A000306 INSURED INSURERAUnderwriters At Lloyds Of London 10786 DIOCESE OF PALM BEACHINSURER B: NATIONAL CATHOLIC RRG 10083 CATHOLIC CHARITIES OF PALM BEACH , INC . 9995 N . MILITARY TRAIL INSURERC: INSURERD: PALM BEACH GARDEN , FL 33410 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. EFFECTWE POLICY E%PIRATION LIMITS INSR DO' POLICYNUMBER B GENERA - LIABILITY RRG1050 - 08 04 / 01/ 07 04 / 01/ 08 EACH OCCURRENCE 51 , 000 , 000 0 WE A X COMMERCIALGENERA- UABIUTY J067033 04 /01/ 07 04 /O1/ OB PREMISES Ea ocwrance $ included CLAIMSMADE [K] OCCUR MEDEXP (AnYonepareon) $ Nil PERSONAL &ADV INJURY $ 1 , 000 , 000 GENERAL AGGREGATE $ n/a PRODUCTS - COMWOPAGG $ 1 , 000 , 000 GENIAGGREGATE UMITAPPLIES PER: POLICY PRO- LOC RRG1050 - 08 09 /01/ 07 04 /01/ 08 COMBINED SINGLE LIMIT $ 1 , 0000000 B AUTOMOBILE LIABILITY Ea aoddenl) A % ANYAUTO J067033 09 / 01/ 07 04 / 01/ 08 ( ALLOWNEDAUTOS I BODILY INJURY $ (Per Peron) SCHEOULEDAUTOS i X HIREDAUTOS BODILYINJURY $ (Persmc ent) X NON-OWNEDAUTOS PROPERTVDAMAGE $ (Per eccitlen0 AUTO ONLY - EA ACCIDENT $ GARAGELIABIUTY EAACC $ OTHERTHAN AN AUTO AUTOONLY: PGG f EACH OCCURRENCE $ EXCESSMSISRELIA LIABILITY AGGREGATE Y OCCUR CLAIMS MADE $ b DEDUCTIBLE $ RETENTION E04/ 01/ 07 04 /01/ 08 % WCYTATU- OTRH A WORKERS COMPENSATION AND J067033 500 , 000 EMPLOYERS' LIAWLITY E.L. EACH ACCIDENT $ OFHCERIME TOR ARTIERJE ECUTIVE E.L. DISEASE - EA EMPLOYEE $ 500 , 000 O FICERsMEMBER E.L. DISEASE - POLICY LIMIT $ 500 , 000 SPECIAL PROVISIONS balm OTHER DESCRIPTION OF OPERATIONS LOCATIONS/VEXIDLE$ I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS Wherever Insurer A is shown : $ 250 , 000 Self Insured Retention is included within the limits CERTIFICATE HOLDER IS AS TO HE COUNTY FUNDING FOR THENSAMARITANTIONAL CENTER INSURED 41 STREET , SVEROTBEACH , EFIL LIABILITY FOR THE CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN [1840 AN RIVER COUNTY, FLORIDA NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO $HALL IMPOSE NO OBLIGATION OR LI U TTY OF ANY KIND UPON THE INSURER, TTS AGENTS OR 25TH STREET REPRESENTATIVES.AUTHORRED REPRESENTATIVE BEACH , FL 32960 - 3365 USA © ACORD CORPORATION 1988 ACORD 25 (2001108) msenlmia 5878105 EXHIBIT B [From policy adopted by Indian River County Board of County Commissioners on February 19 , 2002] " D. Nonprofit Agency Responsibilities After Award of Funding Indian River County provides funding to all nonprofit agencies on a reimbursement basis only. All reimbursable expenses must be documented by an invoice and/or a copy of the canceled check. Any expense not documented properly to the satisfaction of the Office of Management & Budget and/or the County Administrator may not be reimbursed . If an agency repeatedly fails to provide adequate documentation , this may be reported to the Board of Commissioners . In the event an agency provides inadequate documentation on a consistent basis , funding may be discontinued immediately. Additionally, this may adversely affect future funding requests. Expenditures may only be reimbursed from the fiscal year for which funding was awarded . For example, no expenditures prior to October 15` may be reimbursed with funds from the following year. Additionally, if any funds are unexpended at the end of a fiscal year, these funds are not carried over to the next year unless expressly authorized by the Board of Commissioners. All requests for reimbursement at fiscal year end (September 30th) must be submitted on a timely basis . Each year, the Office of Management & Budget will send a letter to all nonprofit agencies advising of the deadline for reimbursement requests for the fiscal year. This deadline is typically early to mid October, since the Finance Department does not process checks for the prior fiscal year beyond that point. Each reimbursement request must include a summary of expenses by type. These summaries should be broken down into salaries , benefits , supplies , contractual services , etc. If Indian River County is reimbursing an agency for only a portion of an expense (e .g . salary of an employee), then the method for this portion should be disclosed on the summary. The Office of Management & Budget has summary forms available . Indian River County will not reimburse certain types of expenditures . These expenditure types are listed below. a . Travel expenses for travel outside the County including but not limited to; mileage reimbursement, hotel rooms , meals , meal allowances, per Diem , and tolls . Mileage reimbursement for local travel (within Indian River County) is allowable . b. Sick or Vacation payments for employees . Since agencies may have various sick and vacation pay policies , these must be provided from other sources. c. Any expenses not associated with the provision of the program for which the County has awarded funding . d . Any expense not outlined in the agency's funding application . The County reserves the right to decline reimbursement for any expense as deemed necessary. " 1