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HomeMy WebLinkAboutBack-Up DocumentsOVERTOWN YOUTH CENTER 450 NW 14th St. Miami. FL 33136 P. 305.349.1204 F.305.349.1214 w'vw.overtownyouth.org Corporate Resolution WHEREAS, Overtown Youth Center, a Florida non-profit, desires to enter into a Agreement with the City of Miami, a copy of which is attached hereto; and WHEREAS, the Board of Directors at a duly held corporate meeting has considered the matter in accordance with the Articles and By -Laws of the not -for -profit corporation; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS that Tina Brown is hereby authorized and instructed to enter into the Agreement and undertake the responsibilities and obligations as stated in such proposed Agreement in the name and on behalf of this corporation with the City of Miami upon terms and conditions contained in the proposed Agreement to which this resolution is attached. DATED this 3 day of June, 2019. ATTEST. CORPtA7E SECRETARY Printer Stephen Marino r Dyector Print Name: Tina Brown Yance Torres =COMMISSION # GG223719 EXPIRES: May 31, 2022 Bord Thru Aaron ,Notary (CORPORATE SEAL) OVERYOU-01 KP303047 ORO AC ' CERTIFICATE OF LIABILITY INSURANCE `—� DATE24/ 07/24/2019Y) 019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # 194467 Integro USA Inc., dba: Integro Insurance Brokers 2727 Paces Ferry Road Building Two, Suite 1500 Atlanta, GA 30339 CONTACT PHON o, Ext): (678) 324-3300 1 FAX No):(678) 324-3303 E-MAILDSS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A: Philadelphia Indemnity Insurance Company 18058 INSURED Overtown Youth Center, Inc. Randy Escoffery 450 NW 14th Street Miami, FL 33136 INSURER B :Technology Insurance Company 42376 INSURER C: INSURERD: INSURERE: INSURER F : ES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS INSR LTR TYPE OF INSURANCE ADDL'SUBR POLICY NUMBER INSO WVD POLICY EFF I POLICY EXP (MMIDDIYYYYI (MM/DO/YYVY) LIMITS A X 1 COMMERCIAL GENERAL I X LIABILITY OCCUR X PHPK2000250 07/01/2019 07/01/2020 I 1 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE DAMAGETORENTED PREMISES (Ea occurrence) $ 100,000 MED EXP (My one person) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 GENL AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 POLICY JE� j LOC PRODUCTS - COMP/OP AGG $ 3,000,000 OTHER: PROFESSIONAL $ 1,000,000 A AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY AUTOS ONLY X SCHEDULED AUTOS ONLY PHPK2000250 07/01/2019 07/01/2020 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 X I BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ X X AUTOS I PROPERTY accidentDAMAGE $ $ A X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS -MADE X PHUB681735 07/01/2019 07/01/2020 EACH OCCURRENCE $ 3,000,000 AGGREGATE $ 3,000,000 DED I X RETENTION$ 10,000 $ B N AND EMPLOYERS' LIABILITY ANY OFFICER/MEMBER EXCLUD D? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS Y/N N / A TWC3800270 07/01/2019 07/01/2020 PER I ERH I STATUTE E.L. EACH ACCIDENT $ 1,000,000 ECUrIVE r I E.L. DISEASE - EA EMPLOYE $ 1,000,000 below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A A Abuse & Molestation Abuse & Molestation PHPK2000250 PHPK2000250 07/01/2019 07/01/2019 07/01/2020 07/01/2020 Each Claim Aggregate 500,000 500,000 DESCRIPTION OF OPERATIONS / LOCATIONS !VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if mo e space is required) Certificate holder is an additional insured with respect to the liability arising out of the operations of the named insured. CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2nd Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD OVERYOU-01 ACORN CERTIFICATE OF LIABILITY INSURANCE �� DATE(28/Y) 06os/2s/2018o1s THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # 194467 Integro USA Inc. d/b/a Integro Insurance Brokers 2727 Paces Ferry Road, Building Two, Suite 1500 Atlanta, GA 30339 CONTACT NAME: PHONE (678) 324-3300 ! j c, No):1 (678) 324-3303 (A/c,No, Ext): 1 ADE-DRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Philadelphia Indemnity Insurance Company 118058 INSURED Overtown Youth Center, Inc. Randy Escoffery 450 NW 14th Street Miami, FL 33136 INSURER B : Technology Insurance Company 42376 INSURER C INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE LTR ADDLISUBR POLICY NUMBER I POLICY EFF POLICY EXP LIMITS IN SD WVD IMM/DD/YYYY) IMMIDD/YYYY) A X I COMMERCIAL GENERAL LIABILITY X PHPK1844166 1 07/01/2018 07/01/2019 EACH OCCURRENCE $ 1,000,000 I I CLAIMS -MADE X OCCUR DAMAGE ASET(EaO RoNTT.uE encet $ 100,000 MED EXP (Any one person) S 5,000 PERSONAL & ADV INJURY $ 1,000,000 GEEN'L AGGREGATE�LIMIT APPLIES POLICY I I PE0 OTHER: PER: LOC GENERAL AGGREGATE S 3,000,000 PRODUCTS - COMP/OP AGG S 3,000,000 PROFESSIONAL $ 1,000,000 A AUTOMOBILE X LIABILITY ANY AUTO OWNED X X SCHEDULED AUTOS SY AUTOS ONLY PH PK1844166 07/01/2018 07/01/2019 COMBINED SINGLE LIMIT (Ea accident) 1,000,000 $ BODILY INJURY (Per person) S BODILY INJURY (Per accident) $ PROPERTY (Pr accident) $ A X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS -MADE I X PHUB636558 ! 07/01/2018 07/01/2019 EACH OCCURRENCE $ 3,000,000 AGGREGATE $ 3,000,000 DED I X I RETENTION $ 10,000 $ 3,000,000 B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER(Mandatory in EXCLUDED? I If yes, describe under DESCRIPTION OF OPERATIONS below NIA I PER STATUTE ERH TW03721117 07/01/2018 07/01/2019 E.L. EACH ACCIDENT 1,000,000 $ EL.DISEASE- EAEMPLOYEE 1,000,000 $ E.L. DISEASE - POLICY LIMIT 1,000,000 S DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Certificate holder is an additional insured with respect to the liability arising out of the operations of the named insured. CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2nd Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD -...._ ._. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED PRIMARY AND NON-CONTRIBUTORY INSURANCE T his endorsement modifies insurance pro'iide.d urder the COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Effective Date: 07/01/2017 Name of Person or Organization (Additional Insured): C!_v of I-1iarni 44- SW2n'd AV-2 Miami, FL 33130-1910 SECTION II — WHO IS AN INSURED 72. Cu _ a or=ni_a:icn; s) shown in the ,' damage or `r _ c_ _ . _ _r `c , _- _= -arce of"yourwcrK' _. or organ _ ..o •s, . . C _.... _ on or after the shown r. the endorsement _ 1= This insurance is primary to a^c ron-contributcry with any other insurance mainta.ned by the person or organization (Additional Insrso except for Toss resulting from the sole negligence of that person or organization. This condition applies even if other valid and collectible insurance is available to the Additional. Insured for a Tess or "occurrence" we cover for this Additional Insured. The Additional Insureds limits of insurance do not increase cur limits of insurance, as described in SECTION III — LIMITS OF INSURANCE. All other terms, conditions, and exclusions under the policy are applicable to this endorsement and remain unchanged. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Pi-HS-COSD (07 04, PHILADELPHIA INDEMNITY INSURANCE COMPANY HUMAN SERVICES ORGANIZATION PROFESSIONAL LIABILITY COVERAGE PART DECLARATIONS FCLICY NO. PH?<1673209 Effective Date: 07/01/2017 12:01 A.M. Sta: Ada-d Time _ ViTS C. INSURANCE AGC-EGA E LIMIT EACHPROFESSIONAL INCIDENT LIMIT S 3,000,000 S 1,000,000 EUSINESS DESCRIPTION ! I Fc... ^„ E.lslness: CORPORATION B_lsiress Descrip;cr. Foundation n / ��� =_MiU. S 3,293.GG r tt: t::- `:a %I 1I l i FORMS AND ENDORSEMENTS (Other than Applicable Forms and Endorsements Shown Elsewhere in the Policy) Forms and Endorsements Apply,ng to this Coverage Fart and Made Part of this Policy at Time of Issue. SEE SCHEDULE THESE DECLARATIONS ARE PART OF THE POLICY DECLARATIONS CONTAINING THE NAME OF THE INSURED AND THE PC_!GY PERIOC. Includes CopyrighteC Ma:enai :-.)f the Insurance Service_ Office. Inc Used with its Permission. Page 1 011 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY a. PARTICIPANT LEGAL LIAEILITY: ACCIDENT NED:C.ALV:.--.PAr TY :HE 71:A22 All other terms and conditions of this Policy remain unchanged. Page 1 of 1 Philadelphia Indemnity Insurance Company Additional Insured Schedule Policy Number: PHP<1673209 Additional Insured CB Richard Ellis, Inc. Mayfair Center, Inc. German American Capital 3390 Mary St Ste 260 Coconut Grove, FL 33133-52S2 CG2010 - General Liability Additional Insured City of Miramar 2300 Civic Center Pl Miramar, FL 33025-6577 CG2026 - General Liability Additional Insured City of Miami 444 SVI 2nd Ave Miami, FL 33130-1910 Commercial Autornobilz Page 1 of 1 2018 FLORIDA NOT FOR PROFIT CORPORATION ANNUAL REPORT DOCUMENT---' N00000006972 Entity Name: OVERTOWN YOUTH CENTER. INC. Current Principal Place of Business: M,AN-I: F_ 3313- Current Mailing Address: 450 NW 14TH STREET MIAMI, FL 33136 US FEI Number: 65-1048896 Name and Address of Current Registered Agent: MOURNING FAMILY FOUNDATION. INC. 450 NW 14TH STREET MIAMI. FL 33136 US .c tt.^:S 'Jr _ - SIGNATURE TINA BROWN FILED Mar 14, 2018 Secretary of State CC5700315442 Certificate of Status Desired: ^o 03114/2018 =.'ic e Date Officer/Director Detail : Title DP Title En Name MOURNING. ALONZO HJP.. Name E D.'. . - ..4 Address 450 NW 14TH STREET Address --- ST =_T City -State -Zip MIAMI FL 33136 City-State-ZipM:A'M F_ -- Title D Tide DT Name SICLE. CANDY Name MARINO. STEPHEN A Address 5750 COLLINS AVE Address 00 SE 2ND STREET - 30TH FLOOR 11B City -State -Zip: MIAMI FL 33131 City -State -Zip: MIAMI BEACH FL 33140 hereby certify that the information indicated on tns report or supplemental report r5 Cue and aC7urate and Ma: my electronic signature shall have the Same legs; effect a5 .l made unwer cam • that 1 am an officer or director of the corporation or the rece,vs' or :r:.,iree empowered to e.xeCure this report as required by Chapter 617. Florida Statutes: and !hat my name aopear5 above. b• on an attacnmert with aA other Axe empowered. SIGNATURE: TINA BROWN EXECUTIVE DIRECTOR 03/14/2018 Electronic Signature of Signing OfficeriDirector Detail Date Gissella Sotelo-Bermudez City of Miami Narrative General 1. Overall, how has the program gone so far this summer? 2. What unique successes or challenges has your program experienced thus far in 2019? 3. How have you dealt with any unexpected challenges? Being the SJC 6 year there were some great enhancements and another successful implementation.This was the third year in many years that the City has funded its own SY program. With the continual support from the Citi Foundation and the CFE Fund, the City was able to simultaneously expand the reach and the number of students to be placed at additional job sites.We were able to double the program size from 125 100% City funded and 100 with the CFE funding.The program continues to engender support from both the elected officials and City's Administration. Our program will come to a close on August 8th, the students have been fully engaged both at the employment and the financial empowerment level. Once again we were able to achieve a 100% direct deposit rate and 92 new bank accounts.On the asset building side all 225 youth have saved a total of $43,225.11 in the first two pay periods as of July 16,2019.The City of Miami had 125 youth save $22,877.75 and our SJC expansion partner had 100 youth save $20,374.36! That is an average of $200.00 per student who committed to saving this summer.The top 2 youth savers from each cohort saved a total of $1,1145.77 as of July 16th.Top 1 City of Miami youth saver $799.00 and the top SJC expansion partner $346.77.We continue to contract OYC as they are recognized and respected community organization that has the Infrastructure to administer the program oversight. The legislation was unanimously approved by the City Commission.There was more time to set-up the recruitment fairs, more time for the students to complete the applications, and more time for the school partners to plan for their screening process.This year the City of Miami application platform Survey Monkey previously used was eliminated as the City of Miami online application was used with a private link that only those applicatiants previously prescreened can access. The platform Survey Monkey continued to be used by our partner the OYC. An enthusiastic attitude from many departments who continue to support SJC. With OYC and a separate cohort of students, great effort was taken to ensure that all elements of the programming model were as close to identical as possible from the onsite recruitments to the day of orientation.Compared to previous years our orientation day was shortened by about 4 hours and was broken out into two 2 groups one in the morning expansion partner cohort and the City's group in the afternoon. We concentrated on the financial empowerment component, success skills, work ethics, and a bit of banking and understanding their accounts. F-Ambassadors A Peer to Peer approach was such success last summer that we brought back and trained 13 youth from previous SJC campaigns and made them F FAs. Our program manager trained 13 youth to follow our one-on-one "high -touch" model. Each FA was assigned 16 to 20 SJC participants. The FAs managed their schedule and made appointments to meet individually with each SJC participant. Summer Youth Employment Job Slots 1. Please explain the structure of your city's overall SYEP and describe the job slots funded through this grant. 2. How did this grant complement or improve your city's SYEP? 3. How did your SYEP change, if at all, as a result of having additional job slots funded by Summer Jobs Connect? If youth employment program hours/funding are not on track to be expended by the end of the summer, how does the program plan to adjust to accommodate? The Summer Jobs Connect (SJC) expansion program structure consists of 13 Financial Ambassadors (there were ongoing volunteers with the SJC expansion partner), 1 program manager, 225 students and 80 site Supervisors (CITY 66 AND OYC 20). Our program manager oversees the entire program of students, both the City's SJC and the expansion partner's. All SJC participants work as "worker trainees" in various City departments and at small for -profits and non-profit sites. The program manager provides oversight, technical Printed On: 17 July 2019 Summer Jobs Connect Original 4 Gissella Sotelo-Bermudez City of Miami assistance, guidance and programmatic direction to ensure the existing model is replicated properly. The program manager also received support from an AmeriCorps VISTA who was assigned to assist. All program elements were fully funded by the CFE Fund allocation, including all student wages, administration, payroll expenses, background screening, transportation costs, financial empowerment and coaching expenses and office supplies. The multi -year investment bestowed on the City of Miami has enabled the City to reinvigorate the need to invest in our local youth. This year's allocation has made it possible to maintain the energy brought about by the initial investment and leverage the City's resources to expand the program through a recognized partnership entity. This truly would not have been possible without this multi -year funding opportunity. Now we must continue to expand the SJC program throughout the City via added partnerships similar to how other municipalities have done. If added funding is received to further expand the program, we will investigate potential partners in the City's commission districts that know and appreciate our youth focus and what we are trying to accomplish. Our Mayor said it best at our recent SJC recognition event: "The funds invested by the City are not considered an expense, but an investment". Lastly, Citi Foundation and CFE Fund's investments have prompted attention to the program and gained favor in the eyes of a local funder, the Miami Foundation, who wants to assist the City in promoting the program to its donor database. Having the Citi/CFE funding to initiate, repeat and establish the program, has enabled the City to forge ahead and begin its investment in 2019-2020 and beyond. Now we look forward to expand the program with other likeminded partner entities. Having the Citi/CFE funding to initiate, repeat and establish the program, has enabled the City to forge ahead and begin its investment in 2017 to date. Now we look to expand the program with other likeminded partner entities. We do not foresee any problem in expending the remaining funds by the contract end date of April 30, 2020. We anticipate that approximately 90% of the funds will be expensed as spoon as the contract is executed. We also are considering the opportunity to extend the placement of some key youth who are graduating and can be retained within the current placement sites. Banking Access 1. Provide a general overview of the program's efforts to increase banking access. Now in our 6th year, our financial education model has served us well as our outcomes prove the effectiveness of our program protocol. City staff worked very closely with school administrators to schedule on -site recruitment events. Each recruitment event was hosted by each of the four partner schools and attended by key bank partners to sign up those students who did not possess a banking relationship to facilitate direct deposit. By now, there remains an expectation and comfort level knowing the overall intent of our summer youth program by the school administrators. The same can also be said of our financial institution partners. Our programmatic motto is, "we are a financial education program that hires youth to teach students credit and money management skills." Our on -site events have proven to not just provide administrative support, but also a constant messaging to the students regarding financial empowerment on topics such as direct deposit, banking and savings. From a behavioral standpoint, stressing these three elements direct deposit, banking and savings, especially direct deposit, has an effect for the students to "feel" more connected with their money. We had a very successful year by increasing our direct deposit take-up rate by 4%, from 95.5% and achieving 100%. To date, our SJC program enabled our youth to open over 642 new bank accounts. Being that this our 6th year, there were no challenges encountered with the banking access component. By simplifying the bank account opening process, we brought back our partner, the Division of Motor Vehicles DMV, which operates a mobile unit to issue Florida IDs on -site. his same ID card can then be used by our financial partners to open a new account and issue the order to produce an ATM card. This increased and expedited banking access and eliminated the added step/barrier of the student having to go to the branch. Printed On: 17 July 2019 Summer Jobs Connect Original S Gissella Sotelo-Bermudez City of Miami Banking Partnerships: 1. What financial institution(s) is your SYEP working with this summer? 2. What is their role within the program? (i.e. financial education, account opening, providing training for a teller training or peer mentoring program, etc.) 3. What steps have you taken to develop relationships with new financial institutions? As we finalized the close-out of our 6th year in the summer youth program, it was easy to recognize which financial institutions are really engaged with our mission and vision. The most active included South Florida Educational Credit Union and Tropical Financial Credit Union. Other financial partner institutions that were previously involved, were invited as well, but did not participate for one reason or another. Other new banking partners joined the initiative such as Regions, Dade County Federal Credit Union, and Navy Federal Credit Union. These new banking partners also accepted school ID as a valid form of identification and were inline regarding NSF and overdraft fees. The two credit unions were the most engaged and were present at all the recruitment events and at the orientation providing on -site new account opening. The credit union products seemed the most appropriate for the SJC program participants in terms of cost and functionality. Building on the success and the increased visibility of the program, we have reached out to our Local county entity who is attempting to establish their own SJC to see if there are any synergies in a future partnership. Integration Touchpoints: 1. Describe how you've integrated banking access into your enrollment/orientation and payroll process. 2. What behavioral techniques have you applied? How successful was this integration in enrolling youth in direct deposit? (please include actual numbers) 3. How were youth with pre-existing accounts affected by this new integration process? o Does the way they register for direct deposit differ from the way participants who register for bank accounts through the program? As stated previously, our banking access starts at the first contact with each potential student candidate. They are able to meet our financial institution partners and begin the relationship at their own school when we schedule the recruitment fair. Each student is assisted in a "round robin" style regarding their employment application, documentation, the financial coaches and administrative staff. They are then introduced to our financial partners who educate them on the account opening process. If an ID is needed, then the student is instructed to see the DMV unit on site and return to the financial institution partners to finalize the account opening process. When it comes to direct deposit, all candidates are highly encouraged to avoid being paid via a paper check. This will avoid any potential theft, misplacement or delay in receiving their wages quickly. We have matched our 2019 direct deposit rate at 100%. The students opened 92 new bank accounts in total (28 City SJC and 64 with the expansion partner). Any students who already had a bank account, were still provided the banking partner grid so as to instill an educated customer mindset and have them compare the various product offerings. Fortunately, there were no real challenges, other than guiding our new expansion partner with understanding our goals. Data: 1. What processes were established to collect data about accounts/products, including opening accounts and enrolling in direct deposit? 2. How successful has the data collection process been? o What challenges have arisen with data collection? Printed On: 17 July 2019 Summer Jobs Connect Original 6 Gissella Sotelo-Bermudez City of Miami o How might that be addressed for the final report? Due to our Summer Jobs Connect program being relatively small, data tracking is a bit more straightforward. Our banking partners, internal customers such as HR and finance know upfront the type of information and data that the program requires (such as new account openings). Direct deposits are confirmed in two ways; First, the city's finance/payroll department provides the program staff paper checks until the direct deposit is completed or possibly pending and secondly, feedback from the banking partner themselves. Between the two, we can confirm which students are still "pending" and the reason why. Our SJC expansion partner used ADP to handle their biweekly payroll. They were able to provide similar feedback as to who was pending in the direct deposit process. Similar to our first, when we were using a staffing company, they can provide feedback both on how many students had direct deposit and who was pending, as they also acted as a payroll agent and agency of record. Using the City's HR process might take a bit more time, (two payroll periods instead of one with a staffing company or ADP), but it is fail -proof in terms of the citywide system that clearly shows who is being processed and who is pending clearance. Due to the high level of one- on-one attention provided by both the Financial Ambassadors and program manager to each of the SJC participants, our data collection consists of the involvement of the following entities: Saving data - This is provided by our Financial Ambassadors and confirmed by the program manager. All information provided by the Financial Ambassadors follow the strictest data handling and confidentiality. All information submitted is for the use in aggregate form with no identifiable indicators. Spending/budgeting - This is reviewed and confirmed by the program manager as well as the financial ambassadors a result of ongoing communications and the one-on-one coaching sessions with all SJC participants. Scale: 1. Is the program being implemented across the entire SYEP this summer? 2. If your SYEP administers programming through a network of "provider agencies": o What financial empowerment training does your organization provide to such agencies? o Does your organization or it's financial empowerment partners provide marketing material to such agencies? If so, please explain. As we continue to be successful in our thrid year implementing SJC in the City as an official budgeted program and increasing our reach with a new SJC expansion partner. There seems to be a growing interest both nationally and locally regarding summer youth programming and especially as it pertains to our aggressive and personalized financial coaching model. Our six years of successful implementation (thanks to the CFE Funds investment) has ignited a legitimate interest in affecting the lives of more students. This has reflected itself in the City recommencing its own SJC in 2019 again. Additionally, as discussed in our timely "catch-up calls" there seems to be the possibility to dovetail our efforts with that of other local funders and donors to create a larger impactful summer program. Our personalized one-on-one financial coaching approach is slowly but surely catching the attention locally of those who are interested in investing in this population. This potential development can improve the chances and future expansion of a comprehensive countywide SJC financial empowerment program. Sustainability: 1. Which components of the program are you confident will be continued for the foreseeable future? o What measures has your program taken to ensure sustainability? o What elements of the program still need additional support to ensure sustainability? It is obvious that the CFE Fund's investment in the City's SJC program has birthed a reinvigoration into the possibilities this programming can bring to the lives of our youth. From providing direct employment, financial literacy, lowering the crime rate, to just as important, increasing the number of college bound students. This investment needs to grow overall in the City of Miami. The City of Miami elected officials and Printed On: 17 July 2019 Summer Jobs Connect Original 7 Gissella Sotelo-Bermudez City of Miami Administration sees this program as an investment and not as an expense, and therefore has approved next year's summer youth employment in its General Fund budget. As previously mentation our SJC program has been so successful and appealing AmeriCorps program continues to support it by proving sustainability through 4 year round Vista's members that provide assistance in the growth of the program. The year round Vista members are able to collect data as well as review applications alongside the program manager and gain work experience. Our focus of financial education and low income youth within the City of Miami has given us the opportunity to have sustainability the past two year through the support of the AmeriCorps Vista program in providing summer employment to our Financial Ambassador. We hope that our partnership with AmeriCorps Vista continues to grow through sustainability of employment and financial education. Financial Empowerment Innovation 1. Please describe how you've used the "Financial Empowerment Innovation Fund" from this year's budget. o How has your targeted financial empowerment program been changed/refined this summer? o What aspects of the program can be easily replicated by other SYEP's? The Program Manager alongside Financial Ambassadors where extremely successful in getting students to see and understand the value of direct deposit and banking. Our team attempts to instill three (3) basic themes throughout the process: obtaining direct deposit, banking in a safe and cost effective account and assisting youth in developing a budget and a savings plan to obtain a realistic and reachable goal. Within our program design, we believe that intensive coaching and programmatic "contact" during the time the youth are employed by the program strengthens these outcomes. We promoted and provided a recognition ceremony with the Mayor and the City's Assistant City Manager and provided beautiful Certificates of Achievement to the top 2 savers from each cohort. The combination of our activities continue to encourage direct deposit, banking and savings. These efforts began prior to the day of hire (at each recruitment event) and continued throughout employment a full 9 weeks with follow-up coaching and savings confirmations. Every SJC candidate from the beginning of our recruitment process to when they leave our SJC program, is exposed to the financial coaching element of our programming. Even the Financial Ambassadors where amazed at the increase in outcomes by meeting individually with each youth during each pay period. Obviously, this involves more time and effort, but the effects are unmistakable. We were able to increase our already high direct deposit level by over 5% to 100%. The most amazing outcomes were related to asset building, where over 68% of our SJC students were engaged in savings and amassed over $43,225.11 City of Miami $22.877.75 and $20,374.36 our SJC expansion partner)this year alone. This figure was confirmed by reviewing the students' actual bank statements. This one programmatic component can be replicated in other cities, funding permitting. Outcomes: 1. How successful was this program in helping youth to achieve outcomes and change their financial behavior? 2. What financial empowerment/banking data point(s) do you feel is your city's strongest indicator of success? o What story does that data tell? 3. What data point(s) do you feel are the weakest? o Why? o What (if any) adjustments can be made to improve these outcomes? Reviewing the program results for a six year, our program design of 35 hours/week, for 9 weeks, with participants' ages 16 to 19 years old, continues to achieve the intended outcomes. To the majority of students, this is their first "job/work experience". By focusing on three (3) basic and simple concepts such as direct deposit, banking and savings, we engage more students, experience less attrition and ensure lasting behavior change regarding financial empowerment. Furthermore, compared to other larger SYEP program, the City's Printed On: 17 July 2019 Summer Jobs Connect Original 8 Gissella Sotelo-Bermudez City of Miami focused SJC seems to have a higher retention and satisfaction of students throughout the summer, improved "banking", and increased savings amounts. Lastly, the positioning of the City's SJC as a "financial empowerment program that hires youth" seems to also ensure that our partners— from school administrators, to students, to our banking partners —understand the ultimate intent of the program, which is instilling wise financial behaviors to all participants. Another area of our program focus which ties everything together is the incorporation of a budget. This is an element of the financial empowerment, which they all completed and were covered in one-on-one meetings. We invested quite a bit of time on this, as it was also part of their homework presented at Orientation Day. This is instrumental as inculcating one important behavioral change includes the need to plan where to spend and save. The program participants are instructed so they may understand the importance of savings in relation to needs versus wants. The budget module naturally flows into the savings element. Our Financial Ambassador have been collecting documentation from the students to track the number of direct deposits, with copies in their respective file. We have also requested bank statements directly from the students in order to obtain a starting point for savings and a mid -point of savings, as the real total picture will emerge at the end in August. This documentation will also be in their respective files as hard copy evidence of what the program participants have accomplished. All this information is entered into a database and tracking system, to ensure a detailed picture of each participant's individual effort. Learning Community 1. Do you have any specific feedback regarding the Learning Community? 2. How has the Learning Community influenced your banking access and/or financial empowerment programming? The Learning Community convening and the brief CFE Fund staff conversations, emails and update are valuable to us as they provide insight into much larger SYEP programs nationally. As a municipality that is once again starting its SYEP, we know the funding sources used within these well -established programs are vital. In -person discussions regarding what it takes to obtain new funding sources, challenges in operating them, restrictions and target groups involved is beneficial to other cities. The SJC coalition convene and also facilitate vital conversation on many aspects of SYEP programming such as incentives, funding data, and how to overcome common and diverse challenges. The face-to-face networking with other cities assist "newbies and veterans" alike to develop relationships with other municipalities, enabling them to obtain information with just a phone call or email. 2019 "Connects Convening" (Formerly SJC Convening)* 1. What topics related to financial empowerment and/or workforce development would you like to hear about at the October 2019 Convening? 2. What innovative financial empowerment or workforce development topic can YOU present at the October 2019 Convening? The topics 1 would like to hear about would be how other cities are developing sustainability through their program. I would like to present or speak on utilizing the AmeriCorps Vista program and its benefits of having a financial education program focus. How it can assist in providing sustainability and employment for college youth once they have obit of the SJC program. Talk about our program develop by a summer jobs connect alumni now a Vista focus on financial education and how that program is helping the success of our program this 2019 Summer. Media, Public Relations and Volunteerism 1. Has there been any press, social media, or other public attention towards your SYEP? If so, was the grant referenced, or in any other way was the financial empowerment focus highlighted? Printed On: 17 July 2019 Summer Jobs Connect Original 9 Office of Grants Administration Summer Jobs Connect Financial Empowerment and Employment Program Summer Jobs Connect - Miami fact Sheet Cities for Financial Empowerment Fund City of Miami 2014 2015 2016 2017 2018 2019 2017 2018 2019 # of Youth Hired 108 122 150 100 100 100 125 120 125 Youth Wages $315,474 $368,657 $357,220 $113,400 $115,483 $253,800 $215,173 $229,643 5242.524 AdminWages $56,438 $38,773 $27.224 $3,422 $10.850 $10,850 $0 $0 $14,775 # of Youth Completed Program (Retention) 108 122 150 100 100 100 125 120 125 # of Bank Accounts Opened 93 93 116 130 101 68 130 101 64 Total $ Saved 57 974 $8,185 $37,907 $47,000 $47,035 $61,133 543,92(1 $66,041 $81.496 Summer Jobs Connect -Miami & Cities for Financial Empowerment Fund 2014 2015 2016 2017 2018 2019 Grant Total # of Youth I-lired 108 122 150 225 220 225 1,050 Youth Wages $315,474 $368,657 $357,220 $328,573 $345.126 $496,324 $2,211,374 AdminWages $56,438 $38,773 $27.224 53,422 $10.850 $10,850 $147,557 Total Hours Worked 34020 38430 47250 70875 63551 15075.17 269,201.17 # of Bank Accounts Opened 93 93 116 130 101 132 665 Total $ Saved $7,974 $8,185 $37,907 $90,920 $113,076 $142,629 $400,691 SJC 2019 Youth Hired 2019 OYC 100 City of Miami 125 Total: 225 Youth Wages City of Miami PPl $ 52,794.78 PP2 $ 60,613.37 PP3 $ 65,650.62 PP4 $ 63,465.67 Total: $ 242,524.44 Youth Wages OYC 253,800.00 City of Miami 242,524.44 Total: $ 496,324.44 Admin Wages OYC $ 7,700.00 $ 3,150.00 Total : $ 10,850.00 Total Hours Worked OYC 300 City of Miami 14,775.17 Grant total 15,075.17 Office of Grants Administration Summer Jobs Connect Financial Empowerment and Employment Program # of Bank Accounts Opened OYC 68 City 64 Total: 132 Total Saved OYC PPl $ 20,374.36 PP2 $ 20,044.81 PP3 $ 20,713.71 'total Saved $ 61,132.88 City of Miami PP1 $ 22,877.75 PP2 $ 28,788.72 PP3 $ 29,829.71 Total Saved $ 81,496.18 Grant total saving $ 142,629.06 Total Youth Banked 225