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HomeMy WebLinkAbout25576AGREEMENT INFORMATION AGREEMENT NUMBER 25576 NAME/TYPE OF AGREEMENT BRANCHES, INC. DESCRIPTION SUB -AWARD AGREEMENT/IMPLEMENT 2024-2025 VOLUNTEER INCOME TAX ASSISTACE (VITA) PROGRAM IN MIAMI-DADE COUNTY EFFECTIVE DATE December 1, 2024 ATTESTED BY TODD B. HANNON ATTESTED DATE 5/12/2025 DATE RECEIVED FROM ISSUING DEPT. 5/13/2025 NOTE DOCUSIGN AGREEMENT BY EMAIL CITY OF MIAMI DOCUMENT ROUTING FORM ORIGINATING DEPARTMENT: HUMAN SERVICES DEPT. CONTACT PERSON: Michael Roman EXT. 1618 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: Branches VITA Partnership IS THIS AGREEMENT A RESULT OF A COMPETITIVE PROCUREMENT PROCESS? ❑ YES ❑ NO TOTAL CONTRACT AMOUNT: $ Reimbursement FUNDINGINVOLVED? ❑ YES ❑ NO TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT OTHER: (PLEASE SPECIFY) Annual IRS VITA Tax Sites PURPOSE OF ITEM (BRIEF SUMMARY): N/A COMMISSION APPROVAL DATE: FILE ID: RESOLUTION.: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN APPROVAL BY DEPARTMENTAL DIRECTOR PRINT: DAVID GILBERT,-DocuSigned SIGNATURE: b D� n• i —aL9.8.C. SUBMITTED TO RISK MANAGEMENT PRINT: ANN-MARIE SH&BEusigned SIGNATURE: b FratAk `-273.95 R11-821 SUBMITTED TO CITY ATTORNEY PRINT: GEORGE WYSO SIGNATURE: r DocuSigned b rOt' 8877-6 E-9.F g8 APPROVAL BY ASSISTANT CITY MANAGER PRINT: BARBARA SIGNATURE: "BARBIE" HERNANDEZ (—Signed by: f jarin ra A- �— r ', RECEIVED BY CITY MANAGER PRINT: ART NORu SIGNATURE: f33D'F3'36'4' A (—DocuSigned by aVT'' �8 6.G342nnn90 84B70097 c 0 .0. PRINT: SIGNATURE: PRINT: SIGNATURE: PRINT: SIGNATURE: 1) ONE ORIGINAL TO CITY CLERK, 2) ONE COPY TO CITY ATTORNEY'S OFFICE, 3) REMAINING ORIGINAL(S) TO ORIGINATING DEPARTMENT PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER V: 4E1 144(17 4E7 Initial d by: DEA41 B... Miami -Dade VITA Partnership (Sub -Award) Agreement between Branches, Inc. and City of Miami Purpose of this Agreement Branches, Inc. ("Branches") has received funding to implement the 2024-2025 Volunteer Income Tax Assistance (VITA) Program in Miami -Dade County, Florida ("VITA Program"). Branches will partner with other organizations ("Members(s)") to collectively execute the VITA Program as the Miami -Dade VITA Coalition: Miami Tax Pros. Members of the Coalition who sign a Partnership Agreement pursuant to the execution of the VITA Program are thereafter Sub-Awardees as defined by Federal Regulations and are responsible for complying with all applicable regulations therein. As the VITA Grant Recipient, Branches reserves the right to offer the status of Sub-Awardee based on both an organization's capacity to operate a VITA site(s), and its stated vision, goal, and mission. The Coalition's primary objective shall be executing the VITA Program by offering help and support to organizations who offer Free Tax Preparation and Asset Building services to either Low -Income or Limited English Proficiency (LEP) clients in Miami -Dade. Please Note: TY2023 refers to accepted Federal returns filed January 2024-April 2024. TY2024 refers to accepted Federal returns filed January 2025 -April 15,2025. Terms of Agreement This agreement sets forth the expectations and responsibilities of both Sub-Awardee and Branches, in relation to the execution of the VITA Program. Sub-Awardees agree to meet all applicable IRS guidelines and requirements, including those listed in Section A, in addition to other expectations enumerated herein in. Failure to comply with any such expectation or Regulation may result in a delay, reduction, or elimination of any payment the Sub-Awardee may otherwise be eligible for. This agreement shall remain in effect from December 1, 2024 through July 31, 2025. City of Miami (Sub-Awardee) AGREES TO: A. IRS VITA REQUIREMENTS 1. Adhere to IRS Administration Requirements, Customer Service Requirements, Quality Site Requirements, VITA Grant Terms and Conditions, Publication 5247 and IRS Publication 4299, Privacy, Confidentiality and Civil Rights. 2. Comply with the requirements on the List of Assurances and Certifications in Appendix B. B. GENERAL OPERATIONS 3. Operate one or more VITA site(s) in compliance with all IRS guidelines and requirements, including but not limited to: confidentiality, data collection and reporting, civil rights, and quality review/program evaluation. 4. Use all IRS prescribed forms and procedures for VITA activities. 5. Adhere and conform to any and all other requirements of the I RSVITA grant program. 6. Ensure that Sub-Awardee's site(s) is accessible in accordance with local and federal laws regarding persons with disabilities. Sub-Awardee also agrees not to discriminate against any persons on the basis of color, creed, religion, age, disability, gender or age. 7. Have internet access, printer, copier, filing cabinet, and any other office equipment required to successfully e-file tax returns and maintain proper documentation. Page 1 of 7 8. Have a minimum of two computer workstations available and staffed during all site operating hours. 9. Ensure all computers used for Sub-Awardee's VITA operations are able to connect to TaxSlayer Online. C. SITE DETAILS AND SCHEDULE 10. Provide site operating information for Sub-Awardee's VITA site(s) via the supplied Site Detail Form prior to December 13, 2024. SITE DETAIL FORM: https://forms.gle/NeZDKeofgNoilbht5 11. All Coalition sites should strive to maximize production by offering preparation hours including: 1) at least one weeknight each week; AND 2) at least one weekend block of four hours every other week in TY2024. 12. All Coalition sites should be open from January 27' through at least April 15th 13. Any site wishing to participate in the Extended Season preparation schedule must provide notice by December 13, 2024. If no notice is provided, Branches will assume the site does not wish to opt -in to the Extended Season schedule. D. COALITION PARTICIPATION 14. All Sites should have at least one Site Coordinator, or administrative representative who is responsible for Sub-Awardee's VITA efforts, and who will participate in all Coalition communications and meetings. 15. Add all Coalition designed "Marketing Questions" to TaxSlayer software to enable data and marketing research. 16. Track in -kind contributions related to Sub-Awardee's VITA operations including: space, staff time, marketing activities, equipment, etc. Any such In -Kind donation must be calculated and substantiated in accordance with the relevant IRS Code(s). A sample form can be provided. 17. Submit all reporting and documentation, as outlined in the Reporting and Documentation section below, in a timely manner. E. VOLUNTEER MANAGEMENT 18. Sub-Awardee will try to have volunteers who reflect the cultural and demographic needs of Sub-Awardee's target populations. 19. Sub-Awardee will ensure that new and returning volunteers are directed to the Miami Tax Pros website volunteer page: https://branchestl.galaxydigital.com/user/register/ to complete registration information. 20. Contact all prior volunteers to request re -engagement with the VITA program, or provide contact information to Branches for such communication, prior to November 1, 2024. 21. Provide training to Sub-Awardee's volunteers to achieve their required certification levels, and verify completion according to VITA guidelines. Such training may be online, provided by Sub-Awardee, or coordinated by Branches as needed. 22. Schedule volunteers as required to meet client demand at Sub-Awardee's VITA site(s). 23. Have at least one identified Site Coordinator on -site at all times Sub-Awardee's VITA site is operational. 24. Ensure volunteers have the necessary training and reference materials (Pub. 17, Pub. 4012, Pub. 4299 and, Volunteer Tax Alerts) as required by VITA/TCE Volunteer Quality Site Requirements. 25. Ensure volunteers are accurately completing the Coalition Marketing Questions for each client. Page 2 of 7 F. MARKETING / CLIENT RECRUITMENT 26. Include information about VITA, EITC, and Child Tax Credit on Sub-Awardee's publicity materials wherever possible. 27. Participate in any Miami Tax Pros VITA Coalition Social Media marketing campaigns including "liking" and "sharing" Coalition social media posts through Sub-Awardee's social media accounts, and promoting Coalition developed hashtags. 28. Share any media interviews or appearances in advance with Branches and Sub-Awardee's SPEC Relationship Manager to ensure the Coalition can adequately support its efforts. G. ASSET BUILDING & ADDITIONAL STRATEGIES 29. Should utilize provided training and marketing materials to encourage SaveYourRefund program participation at Sub-Awardee's site(s). 30. Should utilize provided training and marketing materials to implement voter registration. This would be OPTIONAL for all taxpayers. 31. Provide access to identified Asset Building Services via referrals to Coalition Sub-Awardees. Such access may be through direct referrals or through Branches. H. REPORTING AND DOCUMENTATION These reporting and documentation requirements are designed to help inform Coalition Strategic Planning in various areas. Each data point offers insight into a valuable topic. To the extent applicable, Sub-Awardee must meet all IRS reporting requirements in addition to anything listed here. 32. All standard IRS VITA documentation must be timely submitted to the SPEC relationship manager, and to Branches as requested. 33. Sub-Awardee will submit this signed agreement by close of business November 1, 2024. 34. Sub-Awardee will provide site operatingdetails usingthe supplied form by close of business December 13, 2024. SITE DETAIL FORM: https://forms.gle/NeZDKeofgNoilbhtS 35. As requested, provide Branches a formal letter outlining all In -Kind Contributions from tax year 2024. BRANCHES, INC. (Grant Recipient) AGREES TO: 36. Provide Sub-Awardee guidance and assistance in planning operating hours, staffing needs, and equipment requirements. 37. Coordinate, and take lead responsibility for, all Coalition -wide publicity and marketing efforts acrossthe county through its relationship with the United Way of Miami -Dade, city and county government departments, media, and private organizations. 38. Coordinate facilities and instructors for in -person training courses available to all Coalition tax preparers. In- person courses will be held in January 2025 and will be structured around the Advanced VITA Certification program and include training on the new TaxSlayer Customer Portal. 39. Coordinate instructors for virtual training courses available to all Coalition tax preparers. Virtual courses will be held in December 2024 and January 2025 and will be structured around the Advanced VITA Certification program and include training on the new TaxSlayer Customer Portal. 40. Coordinate facilities and instructors for a Site Coordinator training for all coalition Site Coordinators. This course will cover: volunteer engagement and retention strategies, asset building programs and strategies, and general best practice sharing for site operations. 41. Facilitate a Site Coordinator "help line" open to all Coalition Site Coordinators. Page 3 of 7 42. Provide a volunteer recognition event that celebrates volunteers' accomplishments and engages them for future VITA involvement. 43. Provide a Sub -Award to all Sub-Awardees producing more than the 50 minimum returns expected by the IRS, in consideration of fulfilling the aforementioned responsibilities, based on the Program Payment Guidelines and Schedule attached as Appendix A. Termination: Branches, Inc. will make every reasonable effort to help its Sub-Awardeesfulfill their obligations, and encourages Sub-Awardee to request assistance from Branches staff whenever necessary. However, Branches, Inc. and Sub-Awardees retain the right to terminate this agreement with 30 days' notice if either party fails to comply with the conditions stipulated herein. In the event of gross breach of contract (e.g. violation of IRS VITA standards, non-compliance with IRS and VITA grant requirements), Branches, Inc. may terminate the agreement without prior notice. Upon separation, the site will be paid, to the extent eligible under IRS Grant regulations, for services rendered through the date of separation within 15 days of receipt of an invoice and all other required documentation. No payment will be made without submission of all reports and documentation as described in the Program Payment Guidelines and Schedule Addendum. Contacts: Correspondence related to this agreement should be addressed to: Branches, Inc. Contact Primary Contact Name: Brent McLaughlin Title: President & CEO Organization Name: Branches, Inc. Address: 11500 NW 12th Avenue City, State Zip Code: Miami, FL 33168 Phone: (305) 688-3551 Ext. 2008 Email:BMclaughlin@branchesfl.org Sub-Awardee Contact Primary Contact Name: Arthur Noriega Title: City Manager Organization Name: City of Miami Address: 444 SW 2 Ave City, State Zip Code: Miami, FL 33130 Phone: 305-416-1025 Email: anoriega@miamigov.com Agreed & Signed by: For Branches: SIGNATURE: ---3h` + ' 1— Authorized Signatory Name: Brent McLaughlin Title: President & CEO Organization Name: Branches, Inc. UEI Number: MW63MCKKZK45 Address: 11500 NW 12t'Avenue City, State Zip Code: Miami, FL 33168 Phone: (305) 442-8306 ext 1006 Email: BMcLaughlin@branchesfl.org Date: March 26, 2025 For Sub-Awardee: SIGNATURE: Authorized Signatory Name: Title: City Manager Organization Name: City of Miami UEI Number: KJT5RFPMWTK5 Address: 444 SW 2 Ave City, State Zip Code: Miami, FL 33130 Phone: 305-416-1025 Email: anoriega@miamigov.com Date: Page 4 of 7 APPENDIX A Program Payment Guidelines and Schedule VITA Tax Preparation - Sub -Award Guidelines: Branches will distribute awards using the guidelines below. 1. The VITA grant program is an IRS initiative designed to support free tax preparation service for underserved populations, including low- to moderate -income individuals and limited -English proficiency populations. As such, VITA Coalition awards are intended to be used to support VITA efforts at each site, including: • Improving the quality and quantity of VITA services provided to the underserved; • Enhancing volunteer recruitment and retention efforts; and • Helping reimburse forthe cost of essential supplies such as paper, ink, pens, etc. 2. Total funds available for awards will be proportionally distributed based on the number of qualified accepted Federal Returns filed by each Coalition site as reported by the IRS. "E-files" and "paper" returns will be counted equally for production calculations. **TY2023 refers to accepted Federal returns filed January 2024 to April 2024. **TY2024 refers to accepted Federal returns filed January 2025 to April 15, 2025, NOTE: These funds will becalculated and awarded in the followingcategories based on the number of accepted returns reported to Branches by the IRS. General Production Award - This is the base award designed to help subsidize the cost of running a VITA site. Each site will be placed in a payment tier based on their production. Awards will be paid to Sub-Awardees based on their TY2024 Production. 3. Base Rate Payment by Tier Calculation (per site): Base Rate=Site TY2024 * Base Rate$ • Tier I: $4.50 per Accepted Return - Sites with under 150 accepted returns in TY2024; or sites in their first operational year. • Tier II: $4.75 per Accepted Return - Sites with 150-299 accepted returns in last year of operation. • Tier III: $5.00 per Accepted Return - Sites with 300-449 accepted returns in last year of operation. • Tier IV: $5.25 per Accepted Return - Sites with 450-599 accepted returns in last year of operation. • TierV:$5.50 per Accepted Return - Sites with 600+accepted returns in last year of operation. Client Growth Incentives - These incentives are designed to encourage production growth year over year through: new client acquisition, effective client re -engagement procedures, increased operational efficiencies, and community marketing activities. 4. Production Growth Incentive -This incentive is paid on ALL returns representing incremental growth over last year's production number. This is in addition to the Base Rate forthe incremental returns. Calculation (per site): = (Site TY2024 (current year)Production less Site TY2023 (previous year) Production) *Incentive$ 5. All Sites will receive $2.00 PER RETURN for ALL RETURNS representing incremental growth over TY2023. Payment Schedule -Branches, Inc. will process VITA Coalition awards and disburse all funds by July31, 2025. Page 5 of 7 APPENDIX B LIST OF ASSURANCES and CERTIFICATIONS By signing this agreement, Sub-Awardee agrees to comply with the following Assurances and Certifications on Pages 58 and 59 of the Publication 4671 VITA 2025 VITA Grant Program Overview and Application Instructions. View Burden Statement ASSURANCES - NON -CONSTRUCTION PROGRAMS OMB Number. 4040-t71:147 Expiration Date: 012112019 Public reporting burden for this collection of information is estimated to average 15 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this colection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project (0348-0040), Washington, DC 20503. PLEASE DO NOT RETURN YOUR COMPLETED FORM TO THE OFFICE OF MANAGEMENT AND BUDGET. SEND IT TO THE ADDRESS PROVIDED BY THE SPONSORING AGENCY. NOTE Certain of these assraances may not be applicable to your project or program_ If you have questions, pleasle contact the awarding agency. Further, certain Federal awarding agencies may require applicants to certify to additional assurances. If such is the case, you will be notified_ As the duly authorized representative of the applicant, I certify that the applicant: 1. Has the legal authority to apply for Federal assistance and the institutional, managerial and financial capability (including funds sufficient to pay the non -Federal share of project cost) to ensure proper planning, management and completion of the project described in this application. 2_ Will give the awarding agency, the Comptroller General of the United States and, if appropriate, the State, through any authorized representative, aceess to and the right to examine all records, books, papers, or documents related to the award; and will establish a proper accounting system in accordance with generaly accepted accounting standards or agency diectives. 3. Will establish safeguards to prohibit employees from using their positions for a purpose that constitutes or presents the appearance of personal or organizational conflict of interest, or personal gain. 4_ Will initiate and complete the work within the applicable time frame after receipt of approval of the awarding agency. 5. Will comply with the Intergovernmental Personnel Act of 1970 (42 U.S_G. §§4728-4753) relating to prescribed standards for merit systems for programs funded under one of the 19 statutes or regulations specified in Appendix .A of OPM's Standards for a Merit System of Personnel Administration (5C.F.R. 900, Subpart F). 6. Will comply with all Federal statutes relating to nondiscrimination. These include but are not limited to: (a) Title VI of the Civil Rights Act of 1964 (F.L- 88-352) which prohibits discrimination on the basis of race, color or national origin; (b) Title IX of the Education Arnendrnents of 1972,as amended (20 U.S.C.§§1681- 1603, and 1685-1686), which prohibits discrimination on the basis of sex; (c) Section 504 of the Rehabilitation Previous Edition usable Act of 1973, as amended (29 U.B.C. §794), which prohibits discrimination en the basis of handicaps; (d) the Age Discrimination Act of 1975, as amended (42 U. S.C. §§6101-6107), which prohibits discrimination an the basis of age; (e) the Drug Abuse Office and Treatment Act of 1972. (P.L. 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; (fl the Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; (g)§§523and 527ofthe Public Health Service Ad of 1912 (42 U.B.C. §§290 cd-3 and 290 ee- 34, as amended, relating to confidentiality of alcohol and drug abuse patient records; (h) Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; (i)any other nondiscrimination provisions in the specific statute(s) under which application for Federal assistance is being made; and, (j) the requirements of any other nondiscrimination statutes) which may apply to the application. 7. Will comply, or has already complied, with the requirements of Titles ll and III of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1979(P_L. 91-646) which provide for fair and equitable treatment of persons displaced or whose property is acquired as a result of Federal or federally -assisted programs. These requirements apply to all interests in real property acquired for project purposes regardless of Federal participation in purchases. 8. Will comply, as applicable, with provisions of the Hatch Act (5 U.S.C. §§1501-1508 and 7324-7328) which limit the political activities of employees whose principal employment activities are funded in whole or in part with Federal funds. Standard Form 424E Mew. 7- 71 Authorized for Local Reproduction Prescribed by OMB Circular A-102 Page 6 of 7 9_ Will comply, as applicable, with the provisions of the Davis - Bacon Act (40 U.S.C. §§276a to 276a-7), the Copeland Ad (40 U.S.G. §276c and 18 U.S.G. §874), and the Contract Work Hours and Safety Standards Act (40 U.S.C. §§327- 333) regarding labor standards for federally -assisted construction subagreements_ 10. Will comply, if appicable, with flood insurance purchase requirements of Section 102(a) of the Hood Disaster Protection Act of 1973 (P.L 93-234) which requires recipients in a special flood hazard area to participate in the program and to purchase flood insurance if the total cost of insurable construction and acquisition is $10,000 or more. 11. Will comply with environmental standards which may be prescribed pursuant to the following: (a) institution of environmental quality control measures under the National Environmental Policy Act of 1969 (PI_ 91-190) and Executive Order (EQ)11514; (b) notification of violating facilities pursuant to ED 11738, (c) protection of wetlands pursuant to EO 11990; (d) evaluation of flood hazards in floodiplains in accordance with EQ 11988; (e) assurance of project consistency with the approved State management program developed under the Coastal Zone Management Act of 1972 (16 U.S.C. §§1451 et seq.); (f) conformity of Federal actions to State (Clean Air) Implementation Plans under Section 176(c) of the Clean Air Act of 1955, as amended (42 U.S.C. §§7401 et seq.); (g) protection of underground sources of drinking water under the Safe Drinking Water Act of 1974, as amended P.L.(93-523); and, (h) protection of endangered species under the Endangered Species Ad of 1973, as amended (PI_ 93- 205). 12. Will comply with the Wild and Scenic Rivers Act of 1968 (16 U.S.C. §§1271 et seq.) related to protecting components or potential components of the national wild and scenic rivers system. 13. Will assist the awarding agency in assuring compliance with Section 106 of the National Historic Preservation Act of 1966, as amended (16 U.S.C. §470), EO 11593 (identification and protection of historic properties), and the Archaeological and Historic Preservation Act of 1974 (16 U.S.C. §§469a-1 et seq.). 14. Will comply with P.L. 93-348 regarding the protection of human subjects involved in research, development, and related activities supported by this award of assistance. 15. Will comply with the Laboratory Animal Welfare Act of 1966 (P.L. 89-544, as amended, 7 U.S.C. §§2131 et seq.) pertaining to the care, handing, and treatment of wane blooded animals held for research, teaching, or other activities supported by this award of assistance. 16. Will comply with the Lead -Based Paint Poisoning Prevention Act (42 U.S.C. §§4801 et seq.) which prohibits the use of lead -based paint in construction or rehabilitation of residence structures. 17. Will cause to be perfomred the required financial and compliance audits in accordance with the Single Audit Act Amendments of 1996 add OMB Circular No. A-133, 'Audits of States, Local Governments, and Non -Profit Organizations." 18. Will comply with all applicable requirements of all other Federal laws, executive orders, regulations, and policies governing this program. 19_ Will comply with the requirements of Section 106(g) of the Trafficking Victims Protection Act (TVPA) of 2000, as amended (22 LJ_S_C_ 7104) which prohibits grant award recipients or a sub -recipient from (1) Engaging ii severe forms of trafficking in persons during the period of time that the award is in effect (2) Procuring a commercial sex act during the period of time that the award is in effect or (3) Using forced labor in the performance of the award or subawards under the award_ SIGNATURE OF AUTHORIZED CERTIFYING OFFICIAL TITLE APPLICANT ORGANIZATION DATE SUBMITTED Standard Form 42113 (Rev. 737) Back Page 7 of 7 THE CITY OF MIAMI, a municipal Corporation of the State of Florida ATTEST: By: By: Todd B. Hannon City Clerk Arthur Noriega City Manager APPROVED AS TO FORM AND APPROVED AS TO INSURANCE CORRECTNESS REQUIREMENTS By: By: George Wysong Ann -Marie Sharpe, Director City Attorney Department of Risk Management Counterparts and Electronic Signatures. This Agreement may be executed in any number of counterparts, each of which so executed shall be deemed to be an original, and such counterparts shall together constitute but one and the same Agreement. The parties shall be entitled to sign and transmit an electronic signature of this Agreement (whether by facsimile, PDF or other email transmission), which signature shall be binding on the party whose name is contained therein. Any party providing an electronic signature agrees to promptly execute and deliver to the other parties an original signed Agreement upon request. ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity/individual is a nongovernmental entity authorized to transact business in the State of Florida (hereinafter, "nongovernmental entity"). b. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes (2024). c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes (2024), titled "Human Trafficking." d. The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes (2024). 2. Under penalties of perjury, pursuant to Section 92.525, Florida Statutes, I declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer, a representative, or individual of the nongovernmental entity authorized to execute this Anti -Human Trafficking Affidavit. FURTHER AFFIANT SAYETH NAUGHT. Nongovernmental Entity/Individual: _Banches, Inc. Name: Brent McLau h1in Title: President and CEO Signature: Office Address: 11500 NW 12th Avenue Miami FL 33168 Email Address: bmclaughlin@branchesfl.org Main Phone Number: _(305) 442-8306 ACORO® �� CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DDNYYY) 04/01/2025 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 Aon Risk Services, Inc of Florida 4010 W. Boy Scout Boulevard Sui to 200 Tampa FL 33607 USA CONTACT NAME: PHONE FAX (A/C.No. Ext): (866) 283-7122 (A/C. No.): (800) 363-0105 E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURED 222021 Branches, Inc. 11500 NW 12th Avenue Miami FL 33168-6217 INSURER A: The Princeton Excess & Surp Lines Ins Co 10786 INSURER B: Safety National Casualty Corp 15105 INSURER C: Lexington Insurance Company 19437 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 570111886227 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. Limits shown are as requested INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICYEFF (MM/DDNYYY) POLICY EXP (MM/DDNYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY Y N2A3RL000001715 Excess GL SIR applies per policy terms 12/31/2024 & condi 12/31/2025 ions EACH OCCURRENCE $5,000,000 cRENTED DAMAGE PREMISES (Ea ocurrence) $5,000,000 X OCCUR MED EXP (Any one person) $10 , 000 PERSONAL & ADV INJURY $5,000,000 GEN'L X AGGREGATE POLICY OTHER: LIMITAPPLIES PER: PRO ❑ JECT LOC GENERAL AGGREGATE $5,000,000 PRODUCTS - COMP/OP AGG $5,000,000 Sex Abuse/Molestation $1,000,000 A AUTOMOBILE X LIABILITY ANY AUTO OWNED SCHEDULED AUTOS NON -OWNED N2A3RL000001715 Excess Auto SIR applies per policy terms 12/31/2024 & condi 12/31/2025 :i ons COMBINED SINGLE LIMIT (Ea accident) $5,000,000 BODILY INJURY ( Per person) BODILY INJURY (Per accident) PROPERTYDAMAGE (Per accident) C X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS -MADE 001162367 See Attached 12/31/2024 12/31/2025 EACH OCCURRENCE $5,000,000 AGGREGATE $S,000,OOO DED RETENTION B WORKERS COMPENSATION AND EMPLOYERS'LIABILITY ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) IDyed describe under ESC RIPTION OF OPERATIONS below Y/N N N / A 5P4067816 SIR applies per policy terms 12/31/2024 & condi 12/31/2025 ions x I PER STATUTE I IORH- E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE -EA EMPLOYEE $1,000,000 E.L. DISEASE -POLICY LIMIT $1,000,000 A E&0 - Professional Liability - Primary N2A3RL000001715 Claims Made SIR applies per policy terms 12/31/2024 & conditions 12/31/2025 Aggregate Limit SIR Per Claim $5,000,000 $1,000,000 $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101 Additional Remarks Schedule, may be attached if more space is required) City of Miami- Miami Dade VITA Partnership Agreement. City of Miami is included as Additional Insured in accordance with the policy provisions of the General Liability policy. CERTIFICATE HOLDER CANCELLATION City of Miami 444 SW 2nd Ave. loth Floor Miami FL 33130 USA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Holder Identifier : 222021 570111886227 Certificate No : AUTHORIZED REPRESENTATIVE cs4 ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 570000042141 LOC #: ACORO® ADDITIONAL REMARKS SCHEDULE Page _ of _ AGENCY Aon Risk Services, Inc of Florida NAMED INSURED 222021 Branches, Inc. POLICY NUMBER See Certificate Number: 570111886227 CARRIER See Certificate Number: 570111886227 NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Excess Liability Policy TermedCountry—USAImsHolNamedInsuredState—FLImsHolNamedInsuredCity—MiamiImsHolNamedInsuredZip-3316 8-62171: 12/31/2024 - 12/31/2025 Policy Number: P00100007762407 Underwriting Company: AXIS Surplus Insurance Company Limits: 5M xs 10M Policy Number: XLXD6827000S Underwriting Company: HDI Specialty Insurance Company Limit: 4M xs 15M Policy Number: NY24EXRZO3YSDIC Underwriting Company: Navigators Specialty Insurance Company Limits: 10M xs $19M ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Olivera, Rosemary From: Roman, Michael Sent: Tuesday, May 13, 2025 2:49 PM To: Hannon, Todd; Ewan, Nicole; Olivera, Rosemary; Jerez, Ileana; Reinike-Heinemann, Evelyn; Bailey, Deborah A Cc: Kubilus, Barbara; Gilbert, David; Varas, Michelle Subject: Human Services Agreement: Branches 2025 COI - City of Miami (VITA) Attachments: 2024-2025 VITA Sub -Award Agrmnt City of Miami FINAL.pdf Please find attached the fully executed copy of an agreement from DocuSign that is to be considered an original agreement for your records. Thank you, Michael Roman Michael J. Roman (He/him/el) City of Miami - Department of Human Services Community Partnerships Manager LGBTQ+ Advisory Board Liaison Phone: 305.416.1618 Email: mroman@miami.gov 444 SW 2nd Ave, 10 Floor, Miami, FL 33130 Website Twitter lnstagram Facebook i