HomeMy WebLinkAboutBack-Up Documents0 Cities for
FINANCIAL
EMPOWERMENT
Fund
Gissella Sotelo
City of Miami
gsotelo@miamigov.com
March 6, 2020
Dear Ms. Sotelo and Ms. Blondet,
On behalf of the Cities for Financial Empowerment (CFE) Fund, we are delighted to inform you
that the City of Miami has been selected as a grantee of the Summer Jobs Connect grant
program in 2020. As part of this engagement, your program will receive a one-year $275,000
grant to support 85 job slots as well as integrating financial empowerment and banking access
into your Summer Youth Employment Program.
The payout schedule, which is explained in more detail in the forthcoming contract, will be an
initial payment of 90% of the grant amount upon full execution of the contract and receipt of
detailed line -item projected accounting, with an additional 5% upon receipt of interim report
with refined budget and reconciliation of actual spending to date, and the final 5% upon receipt
of final report and documentation of all project spending in detailed line -item accounting.
These funds may be used to support the 85 summerjob positions and a range of activities
related to financial empowerment programming in your Summer Youth Employment Program.
You can expect to receive the contract for your review shortly. If there are any questions related
to the contract, please contact Scott Schwartz (sschwartz@cfefund.org). Please let me know if
you have any questions. We look forward to our continued work with the City of Miami.
Sincerely,
Amelia Erwitt
Managing Director
44 Wall Street, Suite 1050 1 New York, NY 10005 1 www.cfefund.org
0 Cities for
FINANCIAL
EMPOWERMENT
Fund
GRANT AGREEMENT
This Grant Agreement (the "Agreement"), dated as of March 1, 2020 (the "Effective Date") is by
and between the Cities for Financial Empowerment Fund, Inc. (the "CFE Fund"), a Delaware
non -stock, non-profit corporation qualified as exempt from federal income tax under section
501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), the City of Miami, a
municipal corporation of the State of Florida, whose principal address is 3500 Pan American Drive,
Miami, Florida 33133, acting through its City Manager (the "Municipal Grantee").
WHEREAS, the CFE Fund works to support municipal engagement to improve the financial
stability of low and moderate income households by embedding financial empowerment strategies
into local government infrastructure (the "Purposes").
WHEREAS, the CFE Fund has determined that the support of the Municipal Grantee in the work
contemplated by this Agreement furthers the exempt purposes of the CFE Fund.
WHEREAS, the Municipal Grantee has agreed to use the funds provided by this Agreement (the
"Grant") to support the Purposes by managing the implementation and operation of the activities
for Summer Jobs Connect ("the Program") set forth in Exhibit A (the "Scope of Work").
WHEREAS, the CFE Fund, the Municipal Grantee desires to enter into this Agreement to provide
for the terms and conditions of the Grant and the Program.
NOW, THEREFORE, the CFE Fund, the Municipal Grantee agrees as follows:
1. Grant.
The CFE Fund pledges and agrees to provide the Municipal Grantee a Grant in the form of
cash or cash equivalents in an amount not to exceed $XYZ [XYZ DOLLARS] what is laid
out in the Grant Payout Schedule in Section 5(c).
2. Use of Grant.
The Grant is to be used only for the purposes outlined in the Scope of Work and in
accordance with the specific allocations identified in the Grant budget included in Exhibit C
(the "Municipal Grantee Budget"). The Municipal Grantee must obtain the prior written
consent of the CFE Fund before engaging in any work that is beyond the Scope of Work
and the failure to obtain such consent shall invalidate any obligation of the CFE Fund to pay
any invoices for such work.
44 Wall Street, Suite 1050 1 New York, NY 10005 I www.cfefund.org
3. Term.
(a) The Grant term will begin as of the Effective Date and end on April 30, 2021. Any
funds not used by the end of the Grant term toward the purposes of this Grant will
be returned to the CFE Fund within thirty (30) days after the end of the Grant term
unless otherwise agreed upon by both parties in writing in advance.
(b) This Agreement may be terminated at any time prior to its scheduled termination as
set forth above:
(i) By either the CFE Fund, the Municipal Grantee without cause by giving the
other party sixty (60) days prior written notice;
(ii) Immediately by a non -breaching party following a material breach of this
Agreement by the other party and the expiration of a ten (10) day "cure"
period after the non -breaching party shall have given notice to the breaching
party of such breach; or;
(iii) Immediately by the CFE Fund when its objectives can no longer be advanced
through the relationship set forth in this Agreement including, without
limitation, by the Municipal Grantee's administration of any Vendor work as
it relates to the Scope of Work.
(c) If the Agreement is terminated by any party for any reason, CFE Fund will have no
further obligation to make any payments to the Municipal Grantee, except for work
already completed but not yet paid for prior to the termination; provided, that (i)
such work is within the Scope of Work or (ii) if such work is beyond the Scope of
Work, the prior written consent of the CFE Fund has previously been obtained.
4. Vendor(s).
(a) A Vendor shall be defined for purposes of this contract as a community-based
501(c)(3) organization, governmental organization or private entity engaged by the
Municipal Grantee to support the implementation of the Program.
(b) The CFE Fund hereby appoints the Municipal Grantee as its sole and exclusive
agent with respect to any Vendor(s). Each Vendor may rely upon the direction and
instruction of the Municipal Grantee.
(c) For a period of three (3) years and a day following the expiration of the Grant term,
the Municipal Grantee shall keep and maintain accurate books, records, and
accounting documentation of each Vendor's performance under the Scope of Work
and shall make such records available for inspection by the CFE Fund and/or its
auditors upon prior reasonable notice to such effect.
CFE FUND GRANT AGREEMENT 2
5. Conditions of Disbursement of Grant.
(a) Municipal Grantee shall be eligible to receive funds upon the fulfillment of the
following condition:
(i) Receipt by the CFE Fund of a countersigned copy of this Agreement, which
includes Scope of Work and Municipal Grantee Budget. Budget should be a
detailed, line -item projected accounting of all Program costs.
(b) Disbursements of the Grant shall be subject to the fulfillment of the following
conditions:
(i) Timely receipt of all Municipal Grantee reports and Financial Reporting in
accordance with Exhibit D - Reporting.
(ii) Satisfactory performance of this Agreement in accordance with the Scope of
Work.
(iii) The Municipal Grantee covenant that it shall take no action, omit to take any
action, or engage in any activity that could impair or endanger, either directly
or indirectly, the CFE Fund's exempt status under the Internal Revenue
Code, or which could hinder the CFE Fund's ability to fulfill its charitable
mission.
(iv) The Municipal Grantee shall review each invoice submitted by Vendor(s) for
the performance of services in light of the purposes as expressed in the
Request for Proposal and Scope of Work, and shall promptly furnish the
CFE Fund with copies of vendor invoices or other such proof of services
provided pursuant to this contract, when requested.
(c) Grant Payout Schedule: The total grant will be split into three payments.
(i) Initial 90% of funds for payment to the Municipal Grantee ($xyz) will be
available upon execution of contract and receipt of detailed line -item
projected accounting.
(ii) Additional 5% of funds to the Municipal Grantee ($xyz) will be available
upon receipt of interim report, and detailed invoices reconciling how first
90% of funds was spent as well as refined detail budget for last 10%.
(iii) Final 5% of funds to the Municipal Grantee ($xyz) will be available upon
receipt of final report and documentation of all project spending projected in
detailed line -item accounting (including attachments).
CFE FUND GRANT AGREEMENT 3
6. Payment of Grant.
Subject to the fulfillment of the conditions set forth in Section 5:
(a) The CFE Fund may increase the Scope of Work and corresponding outcome requirements
and make concomitant payment adjustments as funds become available to expand services.
Any increase in the Scope of Work and subsequent outcome goals would be made in
consultation with and at the option of the Municipal Grantee.
(b) Services provided by the Municipal Grantee to clients beyond the Grant term shall not be
within the Scope of Work under this Agreement and shall not be included in the Grant.
(c) The CFE Fund can make payment in one of two ways. Please initial in ONE of the boxes to
select the requested payment option:
a. For electronic payment: The CFE Fund will make an electronic payment through the
CFE Fund's payment system, bill.com. The Municipal Grantee authorizes the below
employee to create an account and enter the Municipal Grantee's appropriate bank
routing and account number into bill.com. The Municipal Grantee will ensure
Initial Here for that account information in bill.com is accurate throughout the life of the
Electronic Payment and to
Authorize Employee Grant.
b. For payment by check: The CFE Fund will issue a check to the Municipal Grantee at
Initial Here for the address provided:
Payment by Check
(d) The CFE Fund's ability to pay out this Grant is dependent on the timely receipt of Grant
funding from institutional Grantors. In the event that the CFE Fund has not received
sufficient or timely funding from these Grantors, the CFE Fund may elect to postpone,
reduce, or eliminate this Grant prior to disbursement.
7. Covenants.
During the term of this Grant, the Municipal Grantee is expected to adhere to the terms and
conditions below and outlined in Exhibit A - Scope of Work. Failure to adhere to these
conditions will constitute an act of default and result in the return of part or all of the Grant
funds to the CFE Fund and the termination of any obligation of the CFE Fund to pay
subsequent invoices submitted after such default. In such a case, the CFE Fund will
determine in its sole and absolute discretion the percentage of the Grant to be returned.
Cessation or reclamation of Grant funding by the CFE Fund may also result in the
CFE FUND GRANT AGREEMENT 4
Municipal Grantee's elimination from consideration for investment from the CFE Fund in
any other form. In the event that the CFE Fund terminates the Grant as provided herein, the
Municipal Grantee shall return Grant funds to the CFE Fund within the time period
specified by the CFE Fund upon termination.
During the Grant term and beyond as applicable, the Municipal Grantee under this
Agreement agrees to:
(a) Coordinate the overall implementation of the program with respect to the Scope of
Work.
The Municipal Grantee will oversee and direct the work of all partner organizations
with respect to the Scope of Work and a proposal, if any, including nonprofit,
referral, integration and training partners. In particular, the Municipal Grantee will
monitor and manage any Vendor(s) to ensure proper implementation in conformance
with the Scope of Work and ongoing model fidelity and will serve as the main point
of contact with the CFE Fund.
(b) Adhere to the uses of the Grant detailed in the Request for Proposal.
(i) This Grant is made only for the purposes of implementing the Scope of
Work and this Agreement. Any Grant funds not expended or committed for
these purposes within the Grant term will be returned to the CFE Fund. Any
prospective changes in the use of this Grant totaling over ten percent (10%)
percent of any individual budget line must be submitted in writing to and
approved by the CFE Fund.
(ii) In addition, the Municipal Grantee is expected to meet the milestones and
outcomes stated in the Scope of Work within the specified timeframe and in
accordance with the Grantee Budget. The Grantee is also responsible for
ensuring that any Vendor(s) achieve the milestones and outcomes stated in
its proposal. Any material changes in the Municipal Grantee's milestones,
outcomes or timeframe should be reported to the CFE Fund at the earliest
reasonable opportunity. The CFE Fund will decide in its sole and absolute
discretion whether any delays in meeting milestones or outcomes constitute a
violation of this covenant, and thus an event of default.
(iii) The Municipal Grantee will provide immediate written notification to the
CFE Fund if significant changes or events occur during the term of the Grant
which could potentially impact the progress or outcome of the Grant,
including, without limitation, changes in the Municipal Grantee's
management personnel, loss of funding or other extenuating circumstances
which could affect the Grant budget. The CFE Fund, in its sole and absolute
discretion, will determine if requests for budget modifications are warranted.
(c) Cooperate in the monitoring, evaluation and reporting of work, as detailed in Exhibit
A - Scope of Work.
CFE FUND GRANT AGREEMENT 5
(d) Adhere to the CFE Fund financial compliance stipulations.
(i) The Municipal Grantee will maintain financial records to account clearly for
the Grant funds from the CFE Fund and proper expenditures in furtherance
of the Grant. The Municipal Grantee shall retain and maintain adequate
records to substantiate such expenditures according to generally accepted
accounting practices. The Municipal Grantee shall retain original
substantiating documents related to the specific Grant expenditures and make
these records available to the CFE Fund upon request.
(ii) The CFE Fund reserves the right to audit the Municipal Grantee's financial
and other records to ensure the proper utilization of its Grant funds. During
and at least three years and one day following the end of the Grant term, the
Municipal Grantee will be expected to maintain records showing, separately
from other accounts kept in its books and records, the receipt and
expenditure of the CFE Fund Grant funds.
(e) Adhere to the CFE Fund's marketing and communications guidelines.
(i) The Municipal Grantee agrees to adhere to the marketing and
communication guidelines of the CFE Fund (as it may be amended,
modified, supplemented or otherwise revised), and any Grant -relevant
institutional investors, including Citi Foundation as provided by the CFE
Fund and as applicable. The current form of the marketing and
communication guidelines of the Citi Foundation are attached hereto as
Exhibit G.
(ii) The Municipal Grantee agrees to provide details about all Grant -related
marketing and communication materials and events to the CFE Fund
reasonably in advance to jointly determine appropriate branding
opportunities for the CFE Fund and any relevant CFE Fund partners. The
Municipal Grantee agree to acknowledge the CFE Fund and Citi Foundation
in all Grant -related materials and events, including but not limited to
websites, newsletters, media releases, public announcements, event
invitations and programs. The CFE Fund will provide specific
communication protocols including language for recognizing the CFE Fund
in text and logo format. Municipal Grantee also shall provide to the CFE
Fund final copies of all printed materials as part of the progress reports for
the Program.
(iii) Any Grant -related media interviews or public announcements intended for
media or public purposes must be coordinated with and approved by the CFE
Fund in advance.
(v) The Municipal Grantee may not publicly announce the receipt of this Grant
or its details until the CFE Fund and its institutional investors have made
their official announcement. Prior to the official announcement, the Grantee
CFE FUND GRANT AGREEMENT 6
should consult with the CFE Fund to develop language that may be used for
the purposes of recruitment and other administrative purposes.
(vi) Execution of this Grant agreement provides the CFE Fund and its
institutional investors the right to disseminate any products, outcomes, or
other information related to the Municipal Grantee's efforts in any media of
its choosing. Whenever feasible, the CFE Fund will share these materials
with the Municipal Grantee prior to publication and give appropriate credit
to the Municipal Grantee as the provider of this information. The Municipal
Grantee will be expected to cooperate in any public education or outreach
effort undertaken in connection with this Grant, which may include other
CFE Fund programs.
(f) Adhere to the following prohibitions on the use of the Grant.
Under no circumstances the Municipal Grantee, any Vendor or any other
organization receiving the CFE Fund's Grant funds use these funds directly or
indirectly for the following purposes or activities:
(i) Make a Grant to an individual for travel, study or other similar purpose, as
described in section 4945(d)(3) of the Code.
(ii) Promote or engage in violence, terrorism, bigotry, or the destruction of any
state, nor will it make sub -Grants to any entity that engages in these
activities.
(iii) Influence legislation, especially for the benefit of the CFE Fund or any of its
affiliates or funders, including by publishing or distributing any statements,
or any campaign in support of or opposition to any pending legislation.
(iv) Any other purposes outside what is stated in the Scope of Work without
express written permission from the CFE Fund.
8. Compliance with Laws.
Grantee shall comply with, and shall ensure that any Vendors or sub -Vendors engaged by
the Grantee in connection with the Program comply with, all local, state and federal laws
(including common laws), ordinances, codes, rules and regulations regarding the Program
and Grantee's obligations and performance under this Agreement. Grantee shall obtain and
maintain, and shall ensure that any Vendors or sub -Vendors engaged by the Grantee in
connection with the Program obtain and maintain, any and all permits, licenses, bonds,
certificates and other similar approvals required in connection with this Agreement.
CFE FUND GRANT AGREEMENT 7
9. Indemnification.
The parties agree and acknowledge that as a municipal corporation of the State of Florida,
Municipal Grantee is subject to the sovereign immunity provisions of the laws of the State of
Florida.
The parties further agree and acknowledge that the CFE Fund shall not indemnify, and has
no duty or obligation to indemnify, the Municipal Grantee and any Vendor or sub -Vendor in
connection with this Agreement.
10. Public Records Laws
(a) This Grant is subject to Chapter 119 of the Florida Statutes (the "Florida Public
Records Law"). The CFE Fund understands that the public shall have access, at all
reasonable times, to all documents and information pertaining to this Agreement,
subject to the Florida Public Records Law. The parties shall specifically require all
Vendors and/or sub -Vendors to comply with this paragraph.
(b) The parties shall additionally comply with Section 119.0701, Florida Statutes,
including without limitation: (i) keep and maintain public records required by the
Municipal Grantee to perform under this Agreement; (ii) upon request from the
Municipal Grantee's custodian of public records, provide the Municipal Grantee with
a copy of the requested records or allow the records to be inspected within a reasonable
time at a cost that does not exceed the cost provided for in Chapter 119, or otherwise
provided by law; (iii) ensure that public records that are exempt or confidential and
exempt from public records disclosure requirements are not disclosed except as
authorized by law for the duration of the Agreement term and following completion
of this Agreement if the CFE Fund does not transfer the records to the Municipal
Grantee; and (iv) provide to the Municipal Grantee all electronically stored public
records, upon request from the Municipal Grantee's custodian of public records, in a
format compatible with the Municipal Grantee's information technology systems.
(c) Upon completion of this Agreement, transfer, at no cost, to the Municipal Grantee all
public records in possession of the CFE Fund or keep and maintain public records
required by the Municipal Grantee to perform under this Agreement. If the CFE Fund
transfers all public records to the Municipal Grantee upon completion of this
Agreement, the CFE Fund shall destroy any duplicate public records that are exempt
or confidential and exempt from disclosure requirements. If the CFE Fund keeps and
maintains public records upon completion of this Agreement, the CFE Fund shall meet
all applicable requirements for retaining public records.
(d) The CFE Fund shall be permitted to retain any public records that make up part of its
work product solely as required for archival purposes, as required by law, or to
evidence compliance with the terms of this Agreement.
(e) Notwithstanding any other provision to the contrary in this Section, the Municipal
Grantee shall, prior to the release of any public records relating to this Agreement
pursuant to the Florida Public Records Law:
CFE FUND GRANT AGREEMENT 8
(i) provide written notice to the CFE Fund within three (3) business days of
receipt by the Municipal Grantee of a request of public records relating to this
Agreement pursuant to the Florida Public Records Act; provided, that such
notice shall include a copy of the relevant records request; and
(ii) obtain written response from the CFE Fund with respect to such notice
containing either (A) a notice of approval, in which case the public records
requested may be released or (B) a notice of intent to dispute, in which case no
records may be released until such dispute has reached final legal adjudication.
(f) Should the CFE Fund determine to dispute any public access provision required by
Florida Public Records Law, then the CFE Fund shall do so at its own expense and at
no cost to the Municipal Grantee.
IF THE CFE FUND HAS QUESTIONS REGARDING THE APPLICATION OF
CHAPTER 119, FLORIDA STATUTES, TO THE CFE FUND'S DUTY TO PROVIDE
PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE
DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT
PUBLICRECORDS(a,MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF
MIAMI OFFICE OF THE CITY ATTORNEY, 444 S.W. 2ND AVENUE, 9TH FL,
MIAMI, FL 33130. THE CFE FUND MAY ALSO CONTACT THE RECORDS
CUSTODIAN AT THE CITY OF MIAMI DEPARTMENT WHO IS
ADMINISTERING THIS AGREEMENT.
11. Non -Impairment of Charitable Status.
The Municipal Grantee covenants and agrees that it shall take no action, omit to take any
action, or engage in any activity that could impair or endanger, either directly or indirectly,
the CFE Fund's exempt status under the Internal Revenue Code, or which could hinder the
CFE Fund's ability to fulfill its charitable mission.
12. Confidentiality.
All reports, information or data furnished to or to be prepared or assembled under this
Agreement are to be held confidential, unless otherwise herein provided (including, without
limitation, the terms and conditions set forth in Section 7(e) and the Scope of Work) or
subject to disclosure by law.
CFE FUND GRANT AGREEMENT 9
13. Intellectual Property.
All ownership, title, interest, and intellectual property rights of documents, templates, and
other materials provided by the CFE Fund shall remain solely the Grantors. Nothing in this
section or agreement is intended to, and shall not be construed to, transfer any property rights
to Grantee or any intellectual property rights to materials developed by the CFE Fund. The
Grantee may use the CFE Fund's intellectual property for (i) internal planning processes; (ii)
in furtherance of the Scope of Work; and (iii) otherwise expressly authorized by the CFE
Fund. Any unauthorized disclosure of the Grantor's intellectual property without expressed
authorization shall be considered a breach of this agreement.
14. Non -Assignability.
The Municipal Grantee shall not assign, transfer, subcontract, convey or otherwise dispose
of this Agreement or of its rights, obligations, responsibilities or duties hereunder, either in
whole or in part, without the prior written consent of the CFE Fund.
15. Compliance with Anti -Discrimination Rules.
In its use of Grant funds provided by the CFE Fund, and in the course of all development,
marketing and operation activities, the Municipal Grantee shall fully comply with all
applicable federal, state, local (and any other governmental), anti -discrimination laws,
executive orders, rules and regulations.
16. Severability of Provisions.
Each provision of this Agreement shall be considered severable and if for any reason any
provision or provisions herein are determined to be invalid, unenforceable or illegal under
any existing or future law, such invalidity, unenforceability or illegality shall not impair the
operation of or affect those portions of this Agreement which are valid, enforceable and
legal.
15. Entire Agreement.
This Agreement contains the entire understanding between the parties hereto with respect to
the subject matter of this Agreement and replaces and supersedes all prior agreements and
understandings of the parties. This Agreement may be amended or modified only by a
writing executed by the parties hereto.
17. Binding Agreement.
Notwithstanding any other provision of this Agreement, the parties agree that this
Agreement constitutes a legal, valid and binding agreement of each party, and is
enforceable against each party in accordance with its terms.
CFE FUND GRANT AGREEMENT 10
18. Governing Law.
AS A FLORIDA MUNICIPAL CORPORATION, MUNICIPAL GRANTEE IS BOUND
BY THE STATE OF FLORIDA. AS A DELAWARE NON -STOCK, NON-PROFIT
CORPORATION, CFE FUND IS BOUND BY THE LAWS OF THE STATE OF
DELAWARE. THIS AGREEMENT SHALL BE GOVERNED BY AND CONSTRUED
IN ACCORDANCE WITH THE LAWS OF THE STATE OF NEW YORK, WITHOUT
GIVING EFFECT TO THE CONFLICT OF LAWS PROVISIONS THEREOF.
19. Submission to Jurisdiction; Service of Process.
(a) EACH OF THE PARTIES HERETO HEREBY IRREVOCABLY AND
UNCONDITIONALLY SUBMITS, FOR ITSELF AND ITS PROPERTY, TO THE
NON-EXCLUSIVE JURISDICTION OF THE SUPREME COURT OF THE STATE
OF NEW YORK SITTING IN THE BOROUGH OF MANHATTAN IN THE CITY
OF NEW YORK AND OF THE UNITED STATES DISTRICT COURT FOR THE
SOUTHERN DISTRICT OF NEW YORK SITTING IN THE BOROUGH OF
MANHATTAN IN THE CITY OF NEW YORK, AND ANY APPELLATE COURT
FROM ANY THEREOF, IN ANY ACTION OR PROCEEDING ARISING OUT OF
OR RELATING TO THIS AGREEMENT, AND HEREBY IRREVOCABLY
AGREES THAT ALL CLAIMS IN RESPECT OF SUCH ACTION OR
PROCEEDING MAY BE HEARD AND DETERMINED IN SUCH NEW YORK
STATE OR FEDERAL COURT. THE PARTIES HERETO HEREBY
IRREVOCABLY WAIVE ANY OBJECTION, INCLUDING ANY OBJECTION
TO THE LAYING OF VENUE OR BASED ON THE GROUNDS OF FORUM NON
CONVENIENS, THAT ANY OF THEM MAY NOW OR HEREAFTER HAVE TO
THE BRINGING OF ANY SUCH ACTION OR PROCEEDING IN SUCH
RESPECTIVE JURISDICTIONS. EACH PARTY TO THIS AGREEMENT
AGREES THAT A FINAL JUDGMENT IN ANY ACTION OR PROCEEDING
WILL BE CONCLUSIVE AND MAY BE ENFORCED IN OTHER
JURISDICTIONS BY SUIT ON THE JUDGMENT OR IN ANY OTHER MANNER
PROVIDED BY LAW.
(b) EACH PARTY TO THIS AGREEMENT IRREVOCABLY CONSENTS TO THE
SERVICE OF THE SUMMONS AND COMPLAINT AND ANY OTHER
PROCESS IN ANY OTHER ACTION OR PROCEEDING RELATING TO THE
TRANSACTIONS CONTEMPLATED HEREBY, ON BEHALF OF ITSELF OR
ITS PROPERTY, BY PERSONAL DELIVERY OF COPIES OF SUCH PROCESS
TO SUCH PARTY. NOTHING CONTAINED IN THIS SECTION WILL AFFECT
THE RIGHT OF ANY PARTY TO SERVE PROCESS IN ANY OTHER MANNER
PERMITTED BY LAW OR COMMENCE LEGAL PROCEEDINGS OR
OTHERWISE PROCEED AGAINST ANY OTHER PARTY IN ANY OTHER
JURISDICTION.
CFE FUND GRANT AGREEMENT I I
20. Waiver of Jury Trial.
EACH OF THE PARTIES HERETO HEREBY EXPRESSLY AND IRREVOCABLY
RELEASES, WAIVES AND RELINQUISHES ANY AND ALL RIGHTS TO TRIAL BY
JURY IN ANY CLAIM, DEMAND, ACTION, SUIT, PROCEEDING OR CAUSE OF
ACTION IN WHICH ANY OF THEM ARE PARTIES, WHICH IN ANY WAY
(DIRECTLY OR INDIRECTLY) ARISES OUT OF, RESULTS FROM OR RELATES TO
ANY OF THE FOLLOWING, IN EACH CASE WHETHER NOW EXISTING OR
HEREAFTER ARISING AND WHETHER BASED ON CONTRACT OR TORT OR ANY
OTHER LEGAL BASIS: (I) THIS AGREEMENT; (II) ANY PAST, PRESENT OR
FUTURE ACT, OMISSION, CONDUCT OR ACTIVITY WITH RESPECT TO THIS
AGREEMENT; (III) ANY TRANSACTION, EVENT OR OCCURRENCE
CONTEMPLATED BY THIS AGREEMENT; (IV) THE PERFORMANCE OF ANY
OBLIGATION OR THE EXERCISE OF ANY RIGHT UNDER THIS AGREEMENT; AND
(V) THE ENFORCEMENT OF THIS AGREEMENT. EACH OF THE PARTIES HERETO
HEREBY FURTHER AGREES THAT THIS AGREEMENT CONSTITUTES ITS
WRITTEN CONSENT THAT TRIAL BY JURY WILL BE WAIVED IN ANY SUCH
CLAIM, DEMAND, ACTION, SUIT, PROCEEDING OR OTHER CAUSE OF ACTION
AND AGREES THAT EACH OF THEM WILL HAVE THE RIGHT AT ANY TIME TO
FILE THIS AGREEMENT WITH THE CLERK OR JUDGE OF ANY COURT IN WHICH
ANY SUCH CLAIM, DEMAND, ACTION, SUIT, PROCEEDING OR OTHER CAUSE
OF ACTION MAY BE PENDING AS WRITTEN CONSENT TO WAIVER OF TRIAL BY
JURY.
21. Each Party Bears Own Costs.
Each party shall bear its own attorneys' fees, costs, and expenses, including by not limited to
those fees, costs, and expenses of paralegals, other professionals, experts, and courts.
22. Amendment.
The CFE Fund shall consider, but is not obligated to agree to, requests by the Municipal
Grantee to amend the terms of this Agreement. Amendments to this Agreement shall be
made only after (i) the CFE Fund has received written request from the Municipal Grantee
stating the nature of the amendment request, and (ii) the CFE Fund has executed a written
agreement describing the terms of the amendment.
23. Counterparts.
This Agreement may be executed in any number of counterparts, including by facsimile or
other electronic means of communication, each of which shall be deemed an original of this
Agreement and all of which together shall constitute one and the same instrument.
24. Notices.
Any notices required to be delivered hereunder shall be in writing and personally delivered,
mailed or sent by electronic mail, telefacsimile or other similar form of rapid transmission,
and shall be deemed to have been duly given upon receipt (a) at the respective party's
CFE FUND GRANT AGREEMENT 12
address listed on Exhibit F - Notices or (b) at such other address as may be designated by
written notice to the other party.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be duly
executed by their respective officers as of the day and year first above written.
CITY OF MIAMI, a municipal
Corporation of the State of Florida
Arthur Noriega
City Manager
Date:
APPROVED AS TO INSURANCE
REQUIREMENTS
Ann -Marie Sharpe
Risk Management
Date:
CITIES FOR FINANCIAL EMPOWERMENT
FUND, INC.
By:
Name: Jonathan Mintz
Title: President and Chief Executive Officer
Date:
ATTEST:
Todd Hannon
City Clerk
Date:
APPROVED AS TO FORM AND
CORRECTNESS:
Victoria Mendez
City Attorney
Date:
CFE FUND GRANT AGREEMENT 13
Scope of Work
1. Summer Employment
Exhibit A
The City of Miami will use the funding from this grant to provide up to job slots to low and
moderate income youth participating in their Summer Youth Employment Program. The CFE
Fund will provide $275,000.
Funds may only be used to pay participants who are employed at:
• nonprofit entities or governmental institutions, or
• employers that are for-profit companies with minimal financial resources (such as micro -
or small businesses).
2. Banking Access and Financial Empowerment Programming
The City of Miami will build upon its successes from last year to help more SYEP participant's
access and use direct deposit, ensuring that the accounts offered to youth meet the Summer Jobs
Connect Banking Priorities found in Exhibit E — Summer Jobs Connect Youth Account
Priorities.
The City of Miami will implement banking access into their SYEP and administer a Financial
Empowerment Program by completing the tasks set forth in Exhibit B — Banking Access and
Financial Empowerment
3. Evaluation
The Municipal Grantee must identify, track, and report on youth occupying the jobs slots funded
by CFE Fund. The Municipal Grantee and its vendors will also document progress towards the
outcomes as structured in Exhibit D — Reporting
4. Learning Community
The CFE Fund expects full participation and attendance of both workforce and financial
empowerment partners (or their designees as applicable) at learning community gatherings and
phone calls for SJC grantees, including attendance at an in-person meeting held in the fall of
2019. Municipal Grantee will respond to requests from CFE Fund to share best practices with
other Program Grantees. The CFE Fund also will have bi-monthly, one-on-one check-in calls
with each grantee city.
5. Media and Public Relations
The Municipal Grantee will document the success of the program, focusing on financial
empowerment achievements, throughout the year to communicate the progress and impact of
SJC. To do so, the CFE Fund will compile data and stories from all of the participating cities. To
prepare for both planned and ad hoc communication opportunities, Municipal Grantee will be
expected to prepare and provide content to the CFE Fund that includes, but is not limited to:
CFE FUND GRANT AGREEMENT EXHIBIT A 14
• Social media campaign: The CFE Fund will work with city partners to create content for
a Twitter campaign that has both a city/program partner element and a youth voices
element. City and program partners will be asked to participate in the campaign through
their own programmatic Twitter, and will also be asked to promote youth participation in
CFE Fund social media contests and activities.
o City partner campaign: Cities and program partners will be asked to post content
on Twitter weekly; if partners also have Instagram, they can use these channels as
well. The CFE Fund will provide a social media calendar with sample tweets, but
partners should also be prepared to create and post original content. All posts
should use the #SummerJobsConnect hashtag.
o Participant Campaign: Throughout the summer, the CFE Fund will run a number
of incentivized contests where youth will be rewarded for sharing what SJC
success has meant to them over Twitter. City partners are responsible for
disseminating CFE Fund information about these contests and regularly
encouraging participation in contests; city partners should also ensure that
participants understand contests guidelines and requirements. City partners may
choose to identify a cohort of Ambassadors who are encouraged to share social
media content regularly, both for CFE Fund contests and independently.
The Municipal Grantee has created a City Leadership Communications Plan; in which the
Mayor will highlight Summer Jobs Connect efforts, including acknowledging the partnership and
support received from the Citi Foundation and the CFE Fund. To fulfill this requirement, the
Municipal Grantee has agreed to issue a press release including a quote from the Mayor and Citi
Foundation. In addition, Mayoral recognition and a "big check" check presentation with the
Mayor and Citi Foundation will occur during a City of Miami Commission Meeting on May 9th,
2019.
In addition, the Municipal Grantee is expected to participate in and support CFE Fund and Citi
Foundation communications and marketing opportunities, including but not limited to:
Press Office contact: By April 22, cities must identify a contact in the Mayor's Press
Office or other appropriate office who can coordinate with CFE Fund staff when press
inquiries arise. Contact information should be sent to Kelsey Bradley,
kbradl ey2cfefund. org.
Logos: Please add Citi Foundation logo liberally and send photos or links to uses of Citi
logo to Kelsey Bradley at the CFE Fund. Note that the Citi Foundation requires that any
grant recipient using Citi's logo on any collateral, including websites, will complete a
Logo Consent Form, which will be provided by the CFE Fund.
CFE FUND GRANT AGREEMENT EXHIBIT A 15
Exhibit B
Banking Access and Financial Empowerment
Ripple Effect (how
NegotiateSour program is
! Design account Data Fin Ed: Benefits of Fin Ed:
accountsl ;opening !Design DD integration cap[ureF[ransfer :Banking Budgeting ' Fin Ed: Savings Savings program Working with other
paNcard programs to build in
Program
Meet with
Meet with bank
Direct deposit
All necessary
Hire and train Financial Continue one on Continue our
Evaluate City of Miami is
planning
Financial
partners to discuss
registration will be done
documentation For
ambassadors. one training
train the trainer
opportunities For Working on continuing
i is ready to be hired.
institution
the documentation
:during the application
bank account
sessions With
:focus by having
participants to take to build a strong
:All necessary banking
Partners to se[
:needed to Facilitate
:and enrollment process.:
opening will be
Financial
program alumni
the America Saves :relationship with our
South applicant lives
dates For SPEP
:bank account
: in a disadvantaged
:collected during the
:ambassadors.
:assist our
;pledge program partner OYC
Program needs_
banking Fair.
opening to all
program enrollment
:Financial
to Fill in the gray areas
.qualifying and hired
:process.
ambassadors in
in Which our �ou[h can
South.
saving and
better hone Financial
setting Financial
education skills.
Payroll
training
mrorm bourn : xvv mrormanon on : uuect uepoat
: hrnancral
: mcn me mrormanon on
that the program [he documents i integration will take
ambassadors visit
:the Financial
only pays by :needed to open a ': place once South has
Follow up With South. developer to integrate
empowerment aspect
direct deposit bank account to the completed the
continue saving
:of the program during
Program application_: application process and
: rorksites to run
outreach [Opening a
i is ready to be hired.
sessions with [heir
bank account. create
:continue
:savings incentives to our new Financial
savings goal. etc.]
...........................................<.....................................................;..............................................................;.......................................................:..........................................................
:Remind youth the i Allow participants [o
: Ve rill collect the
:All necessary banking
will open bank i enter in DD info once
: information needed
: information will be
.accounts during the bank account has been
: to verify that the
:built into the online
enrollment process establish and South has
South applicant lives
application system.
at the program bank i completed application
: in a disadvantaged
:Fair_ process based on
: area and within the
Program needs_
City of Miami limits_
open bank accounts
during the program
bank Fair_
Bank partners '. Program stall meets
attend the program :one on one With youth
bank Fair to answer rho have Net to submit
questions. meet their direct deposit
South and open bank: Forms.
accounts.
collected and kept : ambassadors Will walk
bCity of Miami through account
Payroll. ADP, opening application
employee records :Form With participants_
and program
Manager data base.
Youth meet with their
assigned Financial
ambassadors to learn
about the programs
financial expectations
and content
Send reminder emails : Financial
to program ambassadors
participants about send reminder
benefits of banking on text messages,
pa
9da9_ : calls and emails
to their assigned
take the America
Save pledge
using their
Empower App.
rarrrcrpants are
acclimated to the
Empower Cell
Phone App.
Text message
reminders about
benefits and
importance of
saving.
hinancral
: hrnancral
:Support
.6 months later : contract with app
ambassadors visit
ambassadors
participants to
Follow up With South. developer to integrate
Program rorksites to
visit program
continue saving
participant to veriF5 empower app [beyond
run education
: rorksites to run
: For college and
: savingsldistribute : SYEP] and integrated
sessions with [heir
:education
:continue
:savings incentives to our new Financial
assigned South each
sessions with
employment
education AmeriCorps
paq period_
[heir assigned
after the summer.
Program.
.youth each pay
period.
CFE FUND GRANT AGREEMENT EXHIBIT B 16
Exhibit C
Grantee Budget
CFE FUND GRANT AGREEMENT EXHIBIT C 17
Exhibit D
Reporting
The Municipal Grantee is responsible for submitting progress reports using the CFE Fund's
online grant portal which can be accessed through the web link below:
https://www.gra,ntinterface.com/Home/Logon?urlkey=CitiesFE
Financial Reporting
The CFE Fund requires financial documentation of expenses paid for Summer Jobs Connect
corresponding to the Grantee Budget in Exhibit C.
Program Reports
The CFE Fund will assign semi-annual program reports to track progress towards grant
objectives and understand local Summer Jobs Connect accomplishments, challenges, and lessons
learned. An overall Program budget, will also be expected. A total of two Program Reports will
be completed throughout the Grant tern. The interim report is due on July 16, 2020, and the final
report is due on October 15, 2020.
Outcomes to be tracked include the following:
CFE FUND GRANT AGREEMENT EXHIBIT D 18
2019
matedActual Esti t
How manyyouth areserved byyour city's SYEP in total?
Program model
How many youth are served by the SYEP that your agency oversees and manages?
How manyyouth were taught about the benefits of banking?
Financial
Education
How manyyouth received follow-up financial education on how to efficiently use a
bank account, budgeting, and/or savings?
(Messaging, peer -mentoring, continued trWning, etc.)
How many youth was the city abie to determine banking status for?
(Wheth er,particip an is had ars account ,prior to programming]
Account opening
How manyyouth had the opportunity to open an account through your program?
How many youth actually opened accounts through your program?
How many youth had the option of direct depositing their summer pay into a bank
account?
Direct Deposit
How manyyouth actually received their payvia direct deposit?
How manyyouth receiving direct deposit splitthe deposit into a savings and
transactional account?
CFE FUND GRANT AGREEMENT EXHIBIT D 18
Exhibit E
Summer Jobs Connect Youth Account Priorities
Cities for
FINANCIAL
G i 0 connect EMPOWERMENT
Fund
SUMMER JOBS CONNECT YOUTH ACCOUNT PRIORITIES
These following priorities are intended for use by programs seeking or negotiating financial institution transaction accounts for youth populations.
Terms
Standards
Transaction Account at Banking Institution
Checking account (including checkless checking);
bank- orcredit union -offered prepaid
Non-custodial account ownership forthose under 18
$25 orless,with ability for consumer to delay funding initial balance
until first payroll
Minimum Opening Deposit
Monthly Maintenance Fee
None for youth accounts
Overdraft orNon-Sufficient Funds (NSF) Fees
None, structurally not possible (e.g. via checkless checking)
Dormancy or Inactivity Fees
None; after months or more of inactivity, account can be suspended
with an option to reactivate
Withdrawal Capability
Free methods to access funds through in -network ATMs
Insured by FDIC orNCUSIF
For consumers under 18: Flexible usage, reflecting that any negative
reports are unlikely to be fault of the minor
For consumers 18 and over: Flexible usage; only deny new customers
for past incidences of actual fraud
Insured Deposits
New Account Screening (e.g. ChexSystems,
Early Warning Services)
Alternative IDs
Remote Account Opening
Accept alternative IDs (e.g. school IDs, program IDs)
Accounts can be opened remotely (e.g. through onsite program
enrollment, assisted account opening, or online), including issuing
account numbers off-site
Free savings accounts and account transfers
Debit card/prepaid card
Linked Savings Accounts
Additional Important Features
Point of Sale (POS) Capability
Branch Access
Free and unrestricted
Telephone Banking
Free and unrestricted (including live customer support)
Use of Out -of -Network ATM
$2.50 or less (not including local ATM fee)
Deposit Capability
Free in branch, at ATM, and direct deposit
Free
Free if available, otherwise at least four free money orders and/or
cashier checks per month
Free
Free
Bill Pay by Customer
Bill Pay by Financial Institution
Check Cashing for Checks Issued by that Bank
Online and Mobile Banking
Banking Alerts
Free
Monthly Statements
Free paper (or electronic with consumer consent)
Mobile Deposits
Available, free
Funds Availability
Immediate availability for known customers cashing government,
payroll, orsame-bank checks
Money Orders
$1.60 or less (based on U.S. Postal Service rate)
Remittances (International. Wire)
Competitively priced ($5.00 - $20.00, depending on country)
Credit -Building Product Offerings
Secured credit card or secured personal loan, e.g.
BanIcVn
www.cfefund.org
CFE FUND GRANT AGREEMENT EXHIBIT E 19
Notices
Cities for Financial Empowerment Fund, Inc.
I-Hsing Sun
Chief Program Officer
Cities for Financial Empowerment Fund, Inc.
44 Wall Street, Suite 1050
New York, NY 10005
(646) 362-1634
isun@cfefund.org
Municipal Grantee
Lillian P. Blondet
Director Office of Grants Administration
City of Miami
444 SW 2nd Avenue, 5th Floor, Miami FL 33130
305-416-1536
LBlondet@miamigov.com
8
Exhibit F
CFE FUND GRANT AGREEMENT EXHIBIT F 20
Exhibit G
Citi Foundation Marketing Guidelines
(To Be Attached)
CFE FUND GRANT AGREEMENT EXHIBIT G 21