HomeMy WebLinkAboutExhibitCONTRACT NO.
BETWEEN THE CHILDREN'S TRUST
AND [AGENCY NAME[
FOR [INSERT APPROPRIATE INITIATIVE]
Agency address:
Agency federal idenfificotion number:
Vendor identification number:
Effective term: through
Funding amount shall not exceed:
Required match amount (if applicable):.
Board resolution number:
THIS CONTRACT is between The Children's Trust, whose address is 3150 SW 31d Avenue, Vh Floor,
Miami, FL 33124, and [Agency Name], hereafter referred to as "Provider," whose address is listed
above.
In consideration of the mutual covenants herein, The Children's Trust and Provider (sometimes
hereafter referred to as "Partles") agree as follows:
This Contract is subject to funding availability and Provider's performance.
A. TERMS OF RENEWAL, it applicable
In the sole discretion of The Children's Trust, this Contract may be renewed with Provider's
authorization. Contract renewals will be contingent on board approval and in accordance with
applicable solicitation documents for services provided. Such renewal may not exceed five (5)
terms. The Children's Trust will consider, but is not limited to, the following:
1. Provider meeting the performance requirements specified in this Contract.
2. Continued demonstrated and documented need for the services funded.
3. Satisfactory program performance. fiscal performance, and Provider's compliance as
determined by The Children's Trust in its sole discretion.
4. Availability of funds,
B. SCOPE OF SERVICES
1. Provider agrees to render services in accordance with Attachment A: Scope of Services
(hereafter "Services"), to this Contract. Provider shall implement the Services in a manner
deemed satisfactory to The Children's Trust. Any modification to the Services shall not be
effective until approved, in writing, by The Children's Trust and Provider.
2, The Services activities and performance measures, as well as complete and accurate data
and programming information, will be used in the evoluotion of Provider's overall
performance.
3. Provider agrees that all funding provided by The Children's Trust, pursuant to this Contract,
will be used exclusively for Services in and for the benefit of Miami -bode County residents.
C. TOTAL FUNDING
Subject to the availability of funds, the maximum amount payable for Services rendered under this
Contract shall not exceed the amount stated above. Provider agrees that should available
funding to The Children's Trust be reduced, the amount payable under this Contract will be
prgc)o!Jionot (reduced at the sole option of The Children's Trust with a r)r000rtional reduction in
services. Provider agrees to adhere to Attachment B: Budget, Invoices, Method of Payment and
Other Fiscal Requirements. of this Contract.
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D. FISCAL MANAGEMENT
1. Double Billing and Payments
Provider costs or earnings claimed under this Contract may not also be claimed under any
other contractor grant from The Children's Trust or, unless such claim is denied by The Children's
Trust, from any other agency. Any claim for double payment by Provider shall be a material
breach of this Contract.
2. No Supplanting of Existing Public Funds
The Children's Trust funding may not be used as a substitute for existing resources or for
resources that would otherwise be available for children's services, or to replace funding
previously provided by, and currently available from, local and state funding sources for the
some purpose. A violation of this section is a material breach of this Contract.
3, Capital Equipment
Capital equipment is included in the definition of "property" under Florida Statutes, Chapter
274, and Florida Administrative Code, Section 641-73.002, and is defined as individual items with
a value of $1,000.00 or greater which hove a life expectancy of more than one (1) year.
All capital equipment acquired by Provider valued at less than $10,000.00 and reimbursed by
The Children's Trust shall be capitalized by the Provider, and Provider shall retain all rights and
possession of equipment unless this Contract is subject to termination or early cancellation.
Should this Contract be terminated or not renewed, The Children's Trust may acquire rights
and possession of all reimbursed capital equipment that is not fully depreciated.
All capital equipment acquired by Provider valued as equal to or greater than $10,000.00 and
reimbursed by The Children's Trust shall be capitalized by The Children's Trust. and The
Children's Trust shall retain all rights to that equipment until the item is fully depreciated. Should
this Contract be subject to termination or early cancellation. The Children's Trust may acquire
possession of all reimbursed capital equipment that is not fully depreciated.
Any or all such qualifying capital equipment shall be returned to The Children's Trust or its
designee(s) upon request. Provider is to maintain proof of Property Coverage in accordance
with the insurance requirements prescribed in Section K: Insurance Requirements of this
Contract.
4. Assignments and Subcontracts
Provider shall not assign this Contract to another party. Provider shall not subcontract any
Services under this Contract without prior written approval of The Children's Trust.
At the time that a subcontractor agreement is entered into and Services are rendered,
Provider and subcontractor must be qualified to conduct business in the state of Florida.
In any subcontract. Provider shall incorporate language from this Contract into each
subcontract and shall require each subcontractor providing Services to be governed by the
terms and conditions of this Contract. Provider shall submit to The Children's Trust a copy of
each subcontract to this Contract within 30 (thirty) calendar days of its execution. All
subcontracts with Provider must be executed or authorized to provide services prior to being
reimbursed for services rendered. ,-,ithiA 30 (th;Ft y) ,..,i.-.. dGF Elays of Prey;,a&s , liep Elate,
All subcontractors are subject to monitoring by Provider and/or The Children's Trust, in the same
manner as Provider under the terms of this Contract. Provider ocknowledges and agrees that
The Children's Trust and any subcontractor to this Contract have authority to communicate
and exchange information about the Contract, the program and/or fiscal issues. Provider
waives any and all claims, demands, and/or legal action based upon any such
communications.
Provider shall be responsible for all Services performed and all expenses incurred under this
Contract, including Services provided and expenses incurred by any and all subcontractors.
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Provider, not The Children's Trust, shall be solely liable to any subcontractor and for all expenses
or liabilities incurred under any subcontract. lo fhe gxtent,i w i
provisions of Florida Statutes. section 768.28. Provider shall hold harmless and defend, at
Provider's expense, The Children's Trust against any claims, demands or actions related to any
subcontract.
All payments to any contracted subcontractor shall be paid directly by Provider to the
subcontractor. The Children's Trust shall not provide funds to any subcontractor unless
specifically agreed to in writing by The Children's Trust with notification to the Provider. In such
instances, The Children's Trust reserves the right to require verification from Provider and/or
subcontractor of payment due for satisfactory work performed by the subcontractor.
5. Religious Purposes
Provider and/or its faith-based community partner shall not use any funds provided under this
Contract to support any inherently religious activities, including, but not limited to, any religious
instruction, worship, proselytizafon, publicity or marketing materials. Any such use by Provider
shall be a material breach of this Contract.
6. lobbying
Provider shall not use any funds provided under this Contract or any other funds provided by
The Children's Trust for lobbying any federal, state or local government or legislators, Any such
use by Provider shall be a material breach of this Contract.
7. Adverse Action or Proceeding
Provider shall not use any funds under this Contract, or any other funds provided by The
Children's Trust, for any legal fees, or for any action or proceeding against The Children's Trust,
its agents, employees or officials. Any such use by Provider shall be a material breach of this
Contract.
S. Compliance
Provider agrees to maintain and ensure its compliance, as applicable, with federal, state,
county and local lows, This includes, but is not limited to, adherence to IRS rules and regulations
requiring timely filing of tax documents to maintain tax-exempt status and payment of payroll
taxes, as applicable, throughout the term of the Contract and any such renewals thereof.
Provider further agrees to maintain a current listing of its agency, program(s) and site(s) in the
HELPPoaes resource directory available online and used by 211, Miami -Dade County's health
and human services information and referral helpline, managed by Jewish Community
Services of South Florido, Inc.
E. INDEMNIFICATION BY PROVIDER
1. Government Entity
Subject to the limitations of section 768,28, Florida Statutes, Provider shall indemnify and hold
harmless The Children's Trust and its officers, employees, agents and instrumentalities from any
and all liability, losses or damages, including attorney fees and costs of defense, which its
officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits,
causes of actions, or proceedings of any kind or nature arising out of, relating to, or resulting
from, the performance of this Contract by Provider or its employees, agents, servants, partners,
principals or subcontractors, Additionally, Provider shall pay all claims and losses in connection
therewith and shall investigate and defend all claims, suits or actions of any kind or nature in
the name of The Children's Trust where applicable, including appellate proceedings, and shall
pay all costs. judgments and reasonable attorney fees which may issue thereon, subject to the
limitations of section 768.28, Florida Statutes.
2. All Other Providers
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Provider shall indemnify rJnfend and hold harmless The Children's Trust and its officers,
employees, agents and instrumentalities from any and all liability, losses or damages, including
reasonable attorney fees and costs of defense, which The Children's Trust or its officers,
employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes
of action or proceedings of any kind or nature resulting from the performance of this Contract
by Provider or its employees, agents, servants, partners, principals or subcontractors, except
matters arising from The Children's Trust's negligence. willful or wanton acts or omissions.
To the extent orisina from a liability that is covered by the foreaoina �naemnification. Provider
shall pay all claims and losses in connection therewith and shall investigate and defend all
claims, suits or actions of any kind or nature in the name of The Children's Trust where
applicable, including appellate proceedings, and shall pay all costs, judgments and
reasonable attorney fees which may issue thereon. Provider agrees that any insurance
protection required by this Contract or otherwise provided by Provider shall in no way limit the
responsibility to indemnify, keep and save harmless and defend, The Ch"i€dren's Trust or its
officers, empioyees and agents.
The provisions of this section on indemnification shall survive the expiration or termination of this
Contract.
INTELLECTUAL PROPERTY AND RIGHT TO DEVELOPED MATERIALS
Where activities supported by this Contract produce original software designs or methods or
techniques, writing, data, sound recordings, pictorial reproductions, drawings or other graphic
representations and works of similar nature (hereinafter "developed materials"), legal title and
every right, interest, claim or demand of any kind in and to any copyright, trademark or patent, or
application for the some, in such developed materials will vest in Provider. Notwithstanding the
foregoing, Provider agrees to grant The Children's Trust a perpetual license, at no cost to The
Children's Trust, to reasonably use, duplicate and/or disclose such developed materials, in whole
or in part, to others acting on behalf of The Children's Trust, and other providers funded by The
Children's Trust, provided that such use, duplication, or disclosure does not compromise the validity
of any developed materials or any copyright, trademark or patent rights thereto. Such license s^fA
not extend to scientific publications. In the event of an dispute, both parties agree to using
meditation for a final resolution.
G. PUBLIC RECORDS
For purposes of this section, the term "public records" shall mean all documents, papers, letters,
maps, books, tapes, photographs, films and video recordings, sound recordings, data processing
software, or other material, regardless of the physical form, characteristics or means of
transmission, made or received, pursuant to law or ordinance or in connection with the transaction
of The Children's Trust official business.
This Contract Is subject to the provisions, limitations and exceptions of Chapter 119, Florida
Statutes, regarding public records.
Pursuant to section 1 19.4701, Florida Statutes, Provider ano ThQ Trust shall:
1. Keep and maintain public records required by The Children's Trust to perform the
services under this Contract.
2. Upon request from The Children's Trust's custodian of pubfic records, provide The
Children's Trust with a copy of the requested retards or allow the records to be
inspected or copied within a reasonable time at a cost that does not exceed the
cost provided in Chapter 119, Florida Statutes, or as otherwise provided by low.
3. 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 Contract term and following completion of the Contract if the
Provider does not transfer the records to The Children's Trust.
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4. Upon completion of the Contract, transfer, at no cost, to The Children's Trust all
public records in possession of Provider or keep and maintain public records
required by The Children's Trust to perform the service, If Provider transfers all public
records to The Children's Trust upon completion of the contract, Provider shall
destroy any duplicate public records that ore exempt or confidential and exempt
from public records disclosure requirements subject to Chapter I19, Florida
Statutes. If Provider keeps and maintains public records upon completion of the
contract, Provider shall meet all applicable requirements for retaining public
records. All records stored electronically must be provided to The Children's Trust,
upon request from The Children's Trust's custodian of public records, in a format
that is compatible with The Children's Trust's information technology systems.
IF THE PROVIDER HAS QUESTIONS REGARDING THE APPLICATION OF
CHAPTER 119, FLORIDA STATUTES, TO THE PROVIDER'S DUTY TO PROVIDE
PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE
CUSTODIAN OF PUBLIC RECORDS AT 305.571.5700 EXT. 292,
MURIEL..IEANTYOTHECHILDRENSTRUST.ORG, 3150 SW 3RD AVENUE, STH
FLOOR, MIAMI, FLORIDA, 33129.
In the event Provider does not comply with the public records disclosure requirements set forth in
section 119.0701, Florida Statutes, and Section G of this Contract, The Children's Trust shall avail
itself of the remedies set forth in Sections I. Breach of Contract and Remedies and J: Termination
By Either Party of this Contract. Additionally, a Provider who fails to provide the public records as
required by low within a reasonable amount of time may be subject to penalties under section
119. 10, Florida Statutes.
H. INTELLECTUAL PROPERTY LICENSING FEES AND COSTS Commented []FMRI]: Previolsly called : ownerships
Provider is responsible for payment of required licensing fees if Intellectual Property owned by other and Ucensing of intellectual Property"
parties is incorporoted by Provider into the Services required under this Contract. Such licensing
should be in the exclusive name of Provider. Payment for any licensing fees or costs arising from
the use of others' Intellectual Property shall be at the sole expense of Provider.
I. BREACH OF CONTRACT AND REMEDIES
1. Breach
A material breach by Provider shall have occurred under this Contract if Provider, through
action or omission, causes any of the following;
a. Foils to comply with Background Screening, as required under this Contract.
b. Foils to provide the Services outlined in the Scope of Services, Attachment A, within the
effective term of this Contract.
c. Fails to correct an imminent safety concern or take acceptable corrective action.
d. Ineffectively or improperly uses The Children's Trust's funds allocated under this
Contract.
e. Does not furnish and maintain the certificates of insurance required by this Contract or
as determined by The Children's Trust.
f. Does not meet or satisfy the conditions of award required by this Contract.
g. Fails to submit, or submits incorrect or incomplete, proof of expenditures to support
Services & Activities Management System (SAMIS) disbursement requests or advance
funding disbursements: or, fails to submit. or submits incomplete or incorrect, detailed
reports of requests for payment, expenditures or final expenditure reports, including,
but not limited to, budgets, invoices and amendments in SAMIS.
h. Does not submit, or submits incomplete or incorrect, required reports pursuant to the
Scope of Services. Attachment A, in this Contract.
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i. Refuses to allow The Children's Trust access to records or refuses to allow The Children's
Trust to monitor, evaluate and review Provider's program, including required client
data.
j. Fails to comply with child abuse and incident reporting requirements.
l:. Attempts to meet its obligations under this Contract through fraud, misrepresentation
or material misstatement.
1. Fails to correct deficiencies found during a site visit/observation, evaluation or review
within a specified reasonable time.
m. Fails to meet the terms and conditions of any obligation or repayment schedule to The
Children's Trust or any of its agencies.
n. Fails to maintain the confidentiality of client files, pursuant to Florida and federal laws.
o. Fails to fulfill in a timely and proper manner any and all of its obligations, covenants and
stipulations in this Contract.
p. Fails to submit an Annual Financial Statement Audit and a Program -Specific Audit, as
applicable, in accordance with Section 4: Records, Reports, Audits and Monitoring
and Attachment p: Program -Specific Audit Requirements of this Contract.
q. Fails to submit an Audit Engagement Letter for either the Annual Financial Statement
Audit or the Program -Specific Auditvwithin thirty (30) calendardays after Provider's fiscal
yearend.
r. Fails to notify The Children's Trust within thirty (30) calendar days of nonpayment of
payroll or other required taxes imposed by the federal government, state of Florida
Miami -Slade County or other authorized taxing entity.
Waiver of breach of any provisions of this Contract shall not be deemed to be a waiver of
any other breach and shall not be construed to be a modification of the terms of this
Contract.
2, Remedies
If Provider fails to cure any breach within thirty (30) calendar days after receiving written
notice from The Children's Trust identifying the breach, The Children's Trust may pursue any
or all of the following remedies:
a. The Children's Trust may, at its sole discretion, enter into a written Performance
Improvement Plan (PIP), Attachment F, if applicable, with Provider to cure any breach
of this Contract as may be permissible under state or federal low. Any such remedial
plan shall be an addition to this Contract and shall not affect or render void or voidable
any other provision contained in this Contract, costs, or any judgments entered by a
court of appropriate jurisdiction.
The Children's Trust may suspend payment in whole or in part under this Contract by
providing written notice of suspension to Provider and specifying its effective date, at
least five (5) business days before the effective date of suspension. On the effective
date of suspension Provider may (but shall not be obligated to) continue to perform
the Services in this Contract, but Provider shall promptly cease using The Children's Trust
logo and any other reference to The Children's Trust in connection with such Services.
All payments to Provider as of the date of suspension shall cease, except that The
Children's Trust shall continue to review and pay verifiable requests for payment for
Services that were performed and/or for deliverables that were substantially
completed, at the sole discretion of The Children's Trust, prior to the effective date of
such suspension. The Children's Trust may also suspend any payments in whole or in pari
under any other contracts entered into between The Children's Trust and Provider by
providing separate written notice to Provider of each such suspension and specifying
the effective date of suspension, which musl be at least five (5) business days before
the effective date of such suspension. In this event, The Children's Trust shall continue
to review and pay verifiable requests for payment as provided for In such other
contracts for services that were performed and/or for deliverables that were
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substantially completed, at the sole discretion of The Children's Trust, prior to the
effective dote at such suspension. Provider shall be responsible for all direct and indirect
costs associated with such suspension, including reasonable attorney fees.
c. The Children's Trust may terminate this Contract by giving written notice to Provider of
such termination and specifying the date of termination at least five (5) business days
before the effective date of termination. In the event of such termination, The
Children's Trust may; (a) request Provider to deliver to The Children's Trust clear and
legible copies of all finished or unfinished documents, studies, surveys and reports
prepared and secured by Provider with Trust funds under this Contract, subject to the
rights of Provider as provided for in Sections k Intellectual ProoertyCopydghts and Rights
to Deyel2ped Date -Materials and H; Owner5hIp and Ueem ng -et -Intellectual Property
Licensing Fees and Costs; (b) seek reimbursement of any Trust funds which have been
improperly paid to Provider under this Contract; (c) terminate further payment of Trust
funds to Provider under this Contract, except that The Children's Trust shall continue to
review and pay verifiable requests for payment for Services that were performed
and/or deliverables that were substantially completed, at the sole discretion of The
Children's Trust, prior to the effective date of such termination; and/or (d) terminate or
cancel, without cause, any other contracts entered into between The Children's Trust
and Provider by providing separate written notice to Provider of each such termination
and specifying the effective date of termination, which must be at least five (5) business
days before the effective date of such termination, in which event The Children's Trust
shall continue to review and pay verifiable requests for payment as provided for in such
other contracts for services that were performed and/or for deliverables that were
substantially completed, at the sole discretion of The Children's Trust prior to the
effective date of such termination. Provider shall be responsible for oil direct and
indirect costs associated with such termination, including reasonable attorney fees,
d. The Children's Trust may seek enforcement of this Contract, including, but not limited
to, filing an action with a court of appropriate jurisdiction. Provider shall be responsible
forall direct and indirect costsossociated with such enforcement, including reasonable
attorney fees, costs and any judgments entered by a court of appropriate jurisdiction,
including all direct and indirect costs and reasonable attorney fees through conclusion
of all appellate proceedings, and including any final settlement or judgment.
e. The provisions of Section H: OwnemNp and- Lie ensing-ot Entellectual Property LicensIna
Fees and Costs shall survive the expiration of termination of this Contract.
J. TERMINATION OF THE CONTRACT i Commented []FMRZ]: 2nd sentence is newly added_
The Parties agree that this Contract may be terminated by either party by written notice to the
other party of intent to terminate at least thirty (30) calendar days prior to the effective date of
such termination. Notwithstanding any other provision in this Contract, in the event The Children's
Trust determines that Provider engaged in fraud, misrepresentation or material misstatement, or
that it is in the best Interest of The Children's Trust to terminate this Contract, The Children's Trust
may do so by giving written notice to Provider of such termination and specifying the effective
date thereof at least twenty-four (24) hours before the effective date of termination.
K _INSURANCE REQUIREMENTk Formatted: Font color; Teat 1, Character scale: 100%
K. All Providers, Execot $tote Agencies or Subdivisions I- Formatted: No bullets or numbering
Prior to, or on the date commencing the effective term of this Contract, Provider's insurance
agents) shall provide to The Children's Trust the following, as applicable:
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1 j certificates of insurance naming The Children's Trust as an additional insured and the certificate
holder on all applicable policies; and all applicable policies shall be maintained in full force and
effect for the entire term of this Contract; or
2) A letter of self-insurance indicating coverage applicable to a Florida municipal corporation
required under this section or as determined by The Children's Trust, except as required by Florida
law for government entities.
Failure by Provider to comply with Section K shall be a mcfe6oi breach of this Contract. The
Children's Trust will not disburse any funds under this Contract until all required certificates of
insurance or letter(s) of self-insurance hove been provided to and hove been approved by The
Children's Trust.
Provider will carry insurance policies in the amounts and with the requirements Indicated below:
1. Workers' compensation insurance covering all employees, non'rncorporated independent
contractors or consultants, and incorporated independent contractors or consultants that
do not have workers' compensation coverage or a valid state of Florida exemption on file
with the Department of Labor, as required by Florida Statutes, Chapter 440. In the event
that the Provider is no longer exempt from obtaining workers' compensation insurance, the
Provider must notify The Children's Trust and provide the necessary certificate of insurance
upon the termination of the exemption. The employer's liability portion will be a minimum
of $500,000.00/$500,000.00/$SOO,ODO.00.
2. Comprehensive general liability insurance, to include sexual molestation -or as a separate
2giLry, in an amount not less than $500,000.00 combined single limit per occurrence and
$1,000,000.00 aggregate in a policy year. _The Children's Trust must be designated and
shown as an additionol insured and the certificate holder with respects to this coverage.
The general liability policy must contain coverage for the following:
a. Bodily injury
b. Property damage
c. No exclusions for abuse, molestation or corporal punishment
d. No endorsement for premises, only operations
3. Automobile liability coverage for all owned and/or leased vehicles of Provider, and
nonowned coverage for its employees and/or subcontractors and transportation
companies transporting program participants. The amount of coverage is $1,000,000.00
combined single limit per occurrence for bodily injury and property damage. The
Children's Trust must be designated and shown as an additional insured and the certificate
holder with respectto this coverage. Coverage can be purchased as nonowned without
hired auto coverage when the cost is prohibitive for hired automobile coverage, such as
the case with the Florida Automobile Joint Underwriting Association; but rental cars cannot
be used in the course of Provider's regular operations. Rental cars may be used for travel
to attend conferences outside the tricounty area. Transportation companies used by the
Provider for the funded program must list The Children's Trust as a certificate holder and as
on additional insured.
4. Automobile liability coverage for all owned and/or leased vehicles of Provider, and
nonowned coverage for its employees and/or subcontractors not transporting program
participants. The minimum amount of coverage is $300,000.00 combined single limit per
occurrence for bodily injury and property damage. The Children's Trust must be designated
and shown as an "Additional Insured as Its Interests May Appear" with respect to this
coverage. Coverage can be purchased as nonowned without hired auto coverage
when the cost is prohibitive for hired automobile coverage, such as the case with the
Florida Automobile Joint Underwriting Association; but rental cars cannot be used in the
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course of Provider's regular operations. Rental cars may be used for travel to attend
conferences outside the tri -county area.
S. If applicable, special events coverage, as determined by The Children's Trust. The liability
coverage will be the some as the coverage and limits required for comprehensive general
liability, and The Children's Trust must be designated and shown as "Additional Insured as
Its Interests May Appear." Special events policies are for shortterm functions and not meant
to replace annual liability policies. The coverage is for the day or days of the event and
must provide coverage the day prior and the day following the event.
If applicable, professional liability insurance, as determined by The Children's Trust, with
coverage amounts determined by The Children's Trust, but not less than $250,000.00 per
claim and in the aggregate. Defense costs may be inside the limits of liability and the policy
can be written on claims made form. The Children's Trust is not required to be named as
an Additional Insured, Professional liability insurance is generally required when the Scope
of Services uses professional services that require certification or license(s) to provide direct
services to program participants.
7. Proof of property coverage is required for all capital equipment greater than or equal to
$10,000.00, and when Provider has capital equipment owned by The Children's Trust and
said capital equipment is under the care, custody and control of Provider. The Children's
Trust must be shown on the evidence of property coverage as a Loss Payee. Property
coverage shall survive the expiration or termination of this Contract until such time the
ownership of the capital equipment is transferred to Provider, or such capital equipment is
returned to The Children's Trust.
7-B.Suet1 coverages may Pe cfrorapp via camrnerc a+ ins+Lsnce seti-irsurance a captive or
some cgrnl;?..tior tnerFor.
Insurance Reaulrements for State Agencies and Subdiv sl
:rout r aclrIQm m1 'sn Th ra ri t i r nce c9veroges with provisions, limit ti n
exceptions as provided under section 758.28. Florida Stotutes as may be amended,
Certificate Holder
Certificate holder must read:
The Children's Trust
3150 SW 3rd Avenue, 81h Floor
Miami, FL 33129
Classification and Rating
It the coverooe will be provided via cnmmeerrciai insurance, aAll required policles listed above shall
be issued by companies authorized to do business under the laws of the state of Florida, with the
following quatifications:
1. The company must berated no less than "B" as to management, and no less than "Class
W as the financial strength, by the latest edition of Best's Insurance Guide, published by
A.M. Best Company, pidwick, New Jersey, or its equivalent, subject to the reasonable
approval of The Children's Trust.
Provider and or Provider's insurance agent, as applicable, shall notify The Children's Trust,
in writing, of any material changes in insurance coverage, including, but not limited, to any
renewals of existing insurance policies, not later than thirty (30) calendar days prior to the
effective date of making any material changes to the insurance coverage except for 10
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Formatted: Font: Not Sold
(ten) calendar days for lack of payment changes. Provider shall be responsible for ensuring
that all applicable insurances are maintained and submitted to The Children's Trust for the
duration of this Contract.
In the event of any change in Provider's Scope of Services, Attachment A, The Children's
Trust may increase, waive or modify, in writing, any of the foregoing insurance
requirements. Any request by a Provider to decrease, waive or modify any of the foregoing
insurance requirements must be approved, in writing, by The Children's Trust prior to any
such decrease, waiver or modification,
4. In the event that an insurance policy is canceled, lapses or expires during the effective
period of this Contract, The Children's Trust shall withhold all payments to Provider until a
new certificate of insurance, as required under this Contract, is submitted and approved
by The Children's Trust, The new insurance policy shall cover the time period commencing
from the date of cancellation of the prior insurance policy. Provider shall submit the
required certificate of insurance within thirty (30) calendar days of cancellation, lapse or
expiration. Failure to provide said certificate of insurance will be considered a material
breach of the Contract, which may result in The Children's Trust waiving payment or
terminating the Contract.
5. The Children's Trust may require Provider to furnish additional and different insurance
coverage, or both, as may be required from time to time under applicable federal or state
laws or The Children's Trust's requirements. Provision of insurance by Provider, in no instance,
shall be deemed to be a release, limitation, or waiver of any claim, cause of action or
assessment that The Children's Trust may have against Provider for any liability of any nature
related to performance under this Contract or otherwise..
All insurance required hereunder may be maintained by Provider pursuant to a master or blanket
policy or policies of insurance.
1, PROOF Of TAX STATUS
Provider is required to keep on file the following documentation for review by The Children's Trust:
1. An Internal Revenue Service (IRS) tax status determination letter, if applicable.
2. The two (2) most recent IRS form 990 or applicable tax return filing within six (S) months of
the end of Provider's fiscal year or other appropriate filing period permitted by low.
3. IRS form 941: employer's quarterly federal tax return. It required by The Children's Trust.
Provider agrees to submit form 941 within the timeframe established by IRS Publication 15
th , and it applicable, all state and federal
unemployment tax filings. If form 941 and unemployment tax filings reflect a tax liability,
then proof of payment must be submitted within sixty (60) calendar days after the quarter
ends.
M. NOTICES
Written notices pursuant to this Contract shall be sent to the addressee via electronic mail or postal
mail for each party appearing on the first page of this Contract. Notices to The Children's Trust
shall be marked to the attention of its president/CEO. N t' t Pf ovioQ r 5holl-122marked to the
the personnel authorized by Provider through the eiectronic system identified by The Trust It is
each party's responsibility to advise the other party in writing of any changes in responsible
personnel for accepting notices under this Contract, mailing address, and/or telephone number,
N. AUTONOMY
The Parties agree that this Contract recognizes the autonomy at. and stipulates or implies no
affiliation between, the contracting Parties. Provider is only a recipient of funding support and is
Page 14 of 22
not an employee, agent or instrumentality of The Children's Trust, and Provider's agents and
employees are not agents or employees of The Children's Trust.
O. RECORDS, REPORTS, AUDITS AND MONITORING
The provisions of this section shall survive the expiration or termination of this Contract, consistent
with Florida law.
1. Accounting Records
Provider shall keep accounting records that conform to generally accepted accounting
principles (GAAP). All such records will be retained by Provider for not less than five (5) years
beyond the last date that all applicable terms of this Contract have been complied with,
final payment has been received and appropriate audits have been submitted to and
accepted by The Children's Trust. However, if any audit, claim, litigation, negotiation or
other action involving this Contract or modification hereto has commenced before the
expiration of the retention period, then the records shall be retained until completion of
the action and resolution of all issues which orise from it, or until the end of the regular
retention period, whichever is later.
2. Financial Statement Audit
Within one hundred eighty (180) calendar days from the close of its fiscal year, Provider's
independent certified public accounting firm (CPA) must electronically submit to The
Children's Trust all the following documents, which together comprise an Annual Financial
Statement Audit conducted in accordance with GAAP and standards contained in
Government Auditing Standards issued by the Comptroller General of the United States
(The Yellow Book), The required items are:
a. An annual financial statement audit, performed by a CPA firm that is licensed
and registered to conduct business with the Florida Department of Business and
Professional Regulation.
b. An Annual Financial Statement Audit conducted in accordance with auditing
standards generally accepted in the United States of America, and the
standards applicable to financial audits contained in Government Auditing
Standards.
c. Written communication encompassing the requirements of AU -C section 265,
"Communicating Internal Control Related Matters Identified in an Audit."
d. Written communication encompassing the requirements of AU -C section 260,
"The Auditor's Communication with Those Charged With Governance."
e. A Single Audit conducted in accordance with OMB ';niforrr. Adm:rns~rarve
� acoremer;`s Cos* Prrncpie.;. ,_err a,...�.• a�_�a.,,.•,=n,C-- ; ?or Feaeral Awcres ' or
the Florida Single Audit Act, Florida Statutes 215.97, if applicable.
f. A management leiter, if no management letter is prepared by Provider's CPA
firm, then the CPA firm must expressly confirm, In writing, that no management
letter was issued.
It Provider's Annual Financial Statement Audit is prepared by the Florida Auditor General, then the
due dale for subrnitting the annual financial statement audit, as defined, is two hundred seventy
(270)calendar days after the close of Provider's fiscal year.
Electronic filing of the annual financial statement audit, as defined, must be sent by the Provider's
CPA firm via the online electronic filing system.
If Provider Is required to have a Single Audit, it agrees to have its CPA firm submit the schedule of
expenditures pertaining to awards, summary schedule of prior audit findings. applicable auditor's
reports and the corrective action plan, if applicable.
3. Program -Specific Audit
Within one hundred eighty (180) calendar days of the close of its fiscal year, Provider is required to
have its CPA firm electronically submit, either via email or through another online system identified
Page 11 of 22
by The Trust, a Progrom-Specific Audit related to the Contractto The Children's Trust , in addition to
the Annual Financial Statement Audit. The Program -Specific Audit shall be performed by an
independent CPA firm that: is licensed and registered to conduct business with the Florida
Department of Business and Professional Regulation; has performed audits under Government
Auditing Standards; and is either a member of the AICPA or FICPA peer review program to include
government engagement reviews. This Program -Specific Audit must encompass an audit of The
Children's Trust's Coniract(s) as specified in Attachment D: Program -Specific Audit Requirements.
4. Audit Extensions
Audit extensions may be granted by The Children's Trust upon receipt, in wrifing, of such request
with appropriate justification by Provider and for a period of time not to exceed sixty (60) calendar
days after the initial due date. A copy of the engagement letter, otong with the anticipated audit
completion date and any concerns from Provider's CPA firm related to the audit must accompany
the request. Approved audit extension requests allow for the continuation of payment until such
time that the extension expires.
in the event that either the Annual Financial Statement Audit or the Program -Specific Audit is not
received in a timely manner and in accordance with the previously stated due dates and on audit
extension has not been approved, then The Children's Trust shall withhold all payments to Provider
until the documents are received and determined to be acceptable by The Children's Trust.
S. Engagement Letters
Audit engagement letters are due to The Children's Trust thirty (30) calendar days after the end of
Provider's fiscal year. Provider agrees to submit an audit engagement letter electronically to
engage trntiettg[;Qfhechildrenstrust.ora, Failure to submit an audit engagement letter may result
in a breach of Contract, or other remedy, as deemed appropriate by The Children's Trust.
b. List of Approved Certified Public Accounting Firms
To receive reimbursement for the preparation of the Progrom-Specific Audit, as defined, Provider
must choose from a list of approved CPA firms, which ore posted on The Children's Trust's website.
Inclusion in this pre -approved CPA vendor pool requires a CPA firm to meet three (3) criteria, which
are enumerated in Attachment B: Budget, Invoices, Method of Payment and Other Fiscal
Requirements.
7. Access to Records
Provider shall permit access to all records, including subcontractor records, as per the Supporting
Documentation Requirements in Attachment B: Budget, Invoices, Method of Payment and Other
Fiscal Requirements, which relate to this Contract of its place of business during regular business
hours at a date and time mutually agreed upon by Provider and The Children's Trust. Provider
agrees to deliver such assistance as may be necessary to facilitate a review or audit by The
Children's Trust to ensure compliance with applicable accounting, financial and programmatic
standards. This would include access by The Children's Trust, or its designee, to Provider's
independent auditor's work papers for complying with federal, state and local requirements, The
Children's Trust reserves the right to require Provider to submit to an audit by an auditor of The
Children's Trust's choosing and at The Children's Trust's expense.
a. Program Metrics:
Provider agrees to permit The Children's Trust personnel or contracted agents to perform random
scheduled and/or unscheduled site, visits, reviews and evaluations of the program which is the
subject of this Contract, including any subcontracts under this Contract. Provider shall permit The
Children's Trust or contracted agents to conduct site visits, client interviews, client assessment
surveys, fiscal/administrative review and other assessments deemed reasonably necessary of the
sole discretion of The Children's Trust. Program Metrics reports, which provides real time data can
be accessed through Trust Central. Compliance findings will be discussed with Provider and, in
accordance with specifications provided by The Children's Trust, Provider will remedy all
deficiencies cited in the report from Trust Central,
9. Client Records
Page 12 of 22
commented [3FMR3}: Previoulsy called " MonitONng
Languages regarding how to report endings were
updated t0 reflect current process In TrustCentral.
commented i7FMR43: Tnls section is updated
completely
The Children's Trust expects all required information, as provided in Attachment C; Programmatic
Data and Reporting Requirements, to be entered directly in the electronic data reporting system.
If the provider chooses to maintain physical records for participants, provider agrees to comply
with ail applicable state and federal laws on privacy and confidentiality.
10. Internal Documentation/ Records Retention
Provider agrees to maintain and, upon request by The Children's Trust, provide for inspection by
The Children's Trust during regular business hours the following, as may be applicable and subject
to applicable confidenfiaMy requirements: (1) personnel files of employees, which include hiring
records, background screening affidavits, job descriptions, verification of education and
evaluation procedures. (2) authorized time sheets, records and attendance sheets to document
the staff time billed to provide Services pursuant to this Contract; (3) daily activity logs and monthly
calendars of the provision of Services pursuant to this Contract; (a) training modules; (5) pre- and
postsession questionnaires; (6) all participant attendance records; (7) participant consent and
information release forms; (8) agency policies and procedures; and (9) such other information
related to Services provision as described in Attachment A: Scope of Services and as required by
this Contract. In addition to any requirements for retaining records pursuant to Section G, Pu 4
Recaras. Provider shall retain all records for not less than five (5) years beyond the last date that all
applicable terms of this Contract have been complied with and final payment has been received,
and appropriate audits have been submitted to and accepted by The Children's Trust and/or
other appropriate agency.
11. Confidentiality
Provider and The Children's Trust understand that during the course of performing the Services
hereunder, each party may hove access to certain confidential and proprietary information and
materials of the other party in order to further performance of the Services. The Parties shall protect
confidential information, comply with applicable federal and state laws on confidentiality, and
engage in measures to prevent unauthorized use, dissemination or publication of confidential
information regardless of the source of such information. Any information determined to be
confidential must be clearly marked as such. The Parties shall not disclose confidential information
to any third party (except that such information may be disclosed to such party's attorneys), or to
any employee of such party who does not have a need to know such information, which need is
related to performance of a responsibility hereunder. However, this Contract imposes no
obligation upon the Parties with respect to confidential information which: (a) was lawfully known
to the receiving party before receipt from the other; (b) is or becomes a matter of public
knowledge through no fault of the receiving party; (c) is rightfully received by the receiving party
from a third party without restriction on disclosure; (d) is independently developed by or for that
party; (e) is disclosed under operation of law; (f) is disclosed by the receiving party with the other
party's prior written approval; or (g) is subject to Chapter 119 of the Florida Statutes oris otherwise
required to be disclosed by law, In any event, Provider shall be responsible for defending its claim
that any information submitted to The Children's Trust is confidential, trade secret, or otherwise
exempt from inspection and copying under Florida's Public Records Low, including, but not limited
to, defending or indemnifying The Children's Trust in the event that a claim or case is brought
against The Children's Trust, Provider shall specifically require all subcontractors to comply with this
paragraph. The confidentiality provision of this Contract shall remain in full force and effect after
the termination of this Contract.
12. Data Security Obligation
Data Security Definitions are defined and specified in Attachment G: Data Security Definitions
attached to this Contract.
A. 'Standard of Care
1. Provider acknowledges and agrees that, in the course of its Contract with The
Children's Trust, Provider may, directly or indirectly, receive or have access to Highly
Sensitive Personal Information or Personal Information. Provider shall comply with the
terms and conditions set forth in this Contract in its collection, receipt, transmission,
Page 13 of 22
storage, disposal, use and disclosure of such Highly Sensitive Personal Information or
Personal Information, and shall be responsible for the unauthorized collection, receipt,
transmission, access, storage, disposal, use and disclosure of Highly Sensitive Personal
Information or Personal Information under its control or in its possession. Furthermore,
Provider shall be responsible for the actions and omissions of all Authorized Persons that
are not Authorized Employees concerning the treatment of such Highly Sensitive
Personal Information or Personal Information as if they were Provider's own actions and
omissions.
2. Highly Sensitive Personal Information or Personal Information is deemed to be property
of The Children's Trust and is not property of Provider.
3. In recognition of the foregoing. Provider agrees and covenants that it shall:
a. Keep and maintain all such Highly Sensitive Personal Information or Personal
Information strictly confidential.
b. Use and disclose Highly Sensitive Personal Information or Personal Information solely
and exclusively for the purposes for which the Highly Sensitive Personal Information
or Personal Information, or access to it, is provided pursuant to the terms and
conditions of this Contract, and shall not divulge, communicate, use, misuse, sell,
rent, transfer, distribute, or otherwise disclose or make available Highly Sensitive
Personal Information or Personal Information for Provider's own purposes or for the
benefit of anyone other than The Children's Trust, without The Children's Trust's prior
written consent, which may be withheld in The Children's Trust's sole and absolute
discretion.
c. Not, directly or indirectly, disclose Highly Senstive Personal Information or Personae
Information to an Unauthorized Third Porfy, without express written consent from
The Children's Trust, which may be withheld in its sole and absolute discretion. If
any person or authority makes a demand on Provider purporting to legally compel
it to divulge any Highly Sensitive Personal Information or Personal Information,
Provider shall (i) immediately notify The Children's Trust of the demand before such
disclosure so that The Children's Trust may first assess whether to challenge the
demand prior to Provider's divulging of such Highly Sensitive Personal Information
or Personal Information: (ii) be responsible to The Children's Trust for the actions and
omissions of such Unauthorized Third Party concerning the treatment of such Highly
Sensitive Personal Information or Personal Information as if they were Provider's
own actions and omissions; and (iii) require the Unauthorized Third Party that has
access to Highly Sensitive Personal Information or Personal Information to execute
a written Contract agreeing to comply with the terms and conditions of this
Contract relating to the treatment of Highly Sensitive Personal Information or
Personal Information. Provider shall not divulge such Highiy Sensitive Personal
Information or Personal Information until The Children's Trust has concluded not to
challenge the demand, has exhausted its challenge, including appeals, if any.
B. Highly Sensitive Personal Information or Personal Informatlon Security
Provider shall protect and secure data in electronic form containing such Highly Sensitive
Personal Information or Personal Information.
At a minimum, Provider's safeguards for the protection of Highly Sensitive Personal
Information or Personal Information shall include:
1. Encrypting, securing or modifying such Highly Sensitive Personal Information or
Personal Information by any method or technology that removes elements that
personally identify an individual or that otherwise renders the information unusable.
2. limiting access of Highly Sensitive Personal Information or Personal Information to
Authorized Employees and Authorized Persons,
1 Securing business facilities, data centers, paper files, servers, back-up systems and
Page 14 of 22
Commented tJFMR5j: Previously " Personal
Information Security"
computing equipment, including, but not limited to, all mobile devices and other
equipment with information storage capability.
a. Implementing network, device application, database and platform security.
5. Securing information transmission, storage and disposal; and implementing
authentication and access controls within media, applications, operating systems and
equipment.
6. Encrypting Highly Sensitive Personal Information or Personal Information stored on any
mobile media.
7. Encrypting Highly Sensitive Personal Information or Personal Information transmitted
over public or wireless networks.
8. implementing appropriate personnel security and integrity procedures and practices,
including, but not limited to, conducting background checks consistent with
applicable law, as required by The Children's Trust from time to time.
9. Providing written copies of appropriate privacy and information security training to
Provider's employees, as required by and to The Children's Trust.
conduct business with either the Florida Department of Children and FamilTes (DCF), the Florida
Department of Juvenile Justice (DJJ) or the Miami -Dade County Public School System (M-DCPS),
A clearance leiter from the M-DCPS Office of Employment Standards indicating the person has
successfully completed a Level 2 screening will be accepted.
In addition:
1. Provider shall complete Attachment E-1: Affidavit for Level 2 Background Screenings. The
affidavit shall cover employees, volunteers and subcontractors performing services under
this Contract who are required to complete a Level 2 background screening as defined
in this section,
2. Provider shall complete Attachment E-2: Child Care Affidavit of Good Moral Character.
Attachment E-3: Child Abuse & Neglect Reporting Requirements and Attachment E-4:
Background Screening & Personnel File Requirements.
3. Provider shall maintain Attachment E-1: Affidavit for Level 2 Background Screenings,
Attachment E-2: Child Care Attestation of Good Moral Character, Attachment E-3: Child
Abuse & Neglect Reporting Requirements and Attachment E-4: Background Screening &
Personnel File Requirements, in Provider's personnel, volunteers, and subcontractors' files.
4. Provider shall rescreen each employee, volunteer and subcontractor every five (5) years.
S. CHILDREN WITH DISABILITIES AND THEIR FAMILIES
Provider understands that The Children's Trust expects Provider to meet the federal standards
under the Americans with Disabilities Act. By policy of The Children's Trust, Provider must also
implement reasonable programmatic accommodations to include children with disabilities and
their families, whenever possible. Notwithstanding anything to the contrary. Provider shall not be
required to make any alteration to any building or structure which is not owned by Provider or that
is not required by low or a court of competent jurisdiction.
T. REGULATORY COMPLIANCE
1. Nondiscrimination and Civil Rights
Provider shall not discriminate against an employee, volunteer or client of Provider based
on the individual's protected class status, which includes race, color, religion, ancestry,
national origin, sex, pregnancy, age, disability, marital status, familial status, gender
identity, gender expression, sexual orientation, source of income, or actual or perceived
status as a victim of domestic violence, dating violence or stalking,
Provider shall demonstrate that it has standards, policies and practices necessary to render
services in a manner that respects the worth of the individual, and protects and preserves
an individual's dignity without regard to the individual's protected class status.
Additionally, Provider agrees to abide by Chapter 11 A of the Code of Miami-Dode County
("County Code"), as amended, which prohibits discrimination in employment, housing and
public accommodations; Title VII of the Civil Rights Act of 19613, as amended, which
prohibits discrimination in employment and public accommodation; the Age
Discrimination Act of 1975, 42 U.S.C. Section 6101 as amended, which prohibits
discrimination in employment because of age; Section 504 of the Rehabilitation Act of
1973, 29 U.S.C. § 794, as amended, which prohibits discrimination on the basis of disability;
and the Americans with Disabilities Act, 42 U.S.C. § 12101 et seq., which, among other things,
prohibits discrimination in employment and public accommodations, and by local
governments on the basis of disability.
It is expressly understood that upon receipt of evidence of discrimination under any of
these laws, The Children's Trust shall have the right to terminate all or any portion of this
Contract. If Provider or any owner, subsidiary, or other firm affiliated with or related to
Provider, is found by the responsible enforcement agency or the courts to be in violation
of these laws, said violation will be a material breach of this Contract and The Children's
Trust will conduct no furiher business with Provider.
Page 17 of 22
2. Public Entitles Crime Act
Provider will not violate the Public Entities Crimes Act Section 287.133, Florida Statutes,
which essentially provides that a person or affiliate who is a Provider, consultant or other
direct service provider and who has been placed on the convicted vendor list following a
conviction for a public entity crime may not submit a bid on a Contract to provide any
goods or services to The Children's Trust: may not submit a bid on a Contract with The
Children's Trust for the construction or repair of a public building or public work; may not
submit bids on leases of real property to The Children's Trust; may not be awarded or
perform work as a Provider supplier, subprovider or consultant under a Contract with The
Children's Trust; and may not transact any business with The Children's Trust in excess of the
threshold amount provided in Section 287.017, Florida Statutes, for Category Two purchases
for a period of thirty six (36) months from the dote of being placed on the convicted vendor
list. Violation of this section shall result in cancellation of this Contract and recovery of all
monies paid hereto, and may result in debarment from The Children's Trust's competitive
procurement activities.
3. Conflict of Interest
Provider represents that to the best of its kn wledcde and belief, the execution of this
Contract does not violate Miomi-Dade County's Conflict of interest and Code of Ethics
Ordinance or Chapter 112, Part Ill, . _ . Statutes, as amended, which are incorporated
by reference as if fully set forth herein. Provider agrees to abide by and be governed by
these conflict of interest provisions throughout the course of this Contract and in
connection with its obligations hereunder. (Refer to
hit : thi s. mia m Id ode, gov/lir 2016- u I' i n -r 2 2 H-
I conflict -of inter t nd code f ethics or in ne nl- . df).
4. Compliance with Sarbanes- Oxley Act of 2002
Provider shall comply with the following applicable provisions of the Sarbanes-Oxley Act of
2002, including:
a. Provider agrees not to alter, cover up, falsify, or destroy any document that may be
relevant to an official investigation.
b. Provider agrees not to punish whistleblowers or retaliate against any employee who
reports suspected cases of fraud or abuse.
5. Licensing
Provider (and subcontractor, as applicable,] shall obtain and maintain in full force and
effect during the term of this Contract any and all licenses, certifications, approvals.
insurances, permits and occreditations required by the state of Florida, Miami -Dade
County, relevant municipalities, The Children's Trust or the federal government. Provider
must be qualified and registered to do business in the state of Florida both prior to and
during the Contract term with The Children's Trust.
6. Incident Reporting
An incident is defined as any actual or alleged event or situation that creates a significant
risk of substantial or serlous harm to the physical or mental health, safety or well-being of a
child participating in the program. Reportable incidents include, but are not limited to,
allegations of abuse, neglect or exploitation of a child: injury of a participant: missing child
or abandoned child: loss of property use For the program; or destruction of property used
in the program, Incident definitions can be found on the sample incident report farm
located on The Children's Trust website.
Provider shall immediately report knowledge or reasonable suspicion of abuse, neglect or
abandonment of a chiid, aged person or disabled adult to the Florida Abuse Hotline on
the statewide toll-free telephone number (800.962.2873). As required by Chapters 39 and
415. Florida Statutes, Provider and its employees are mandated to report qny such
suspicions,
page 18 of 22
Provider shall notify the contract manager of any incident as defined within three (3)
calendar days after Provider is informed of such incident. The notification must be in writing
and include a copy of the incident report. The report must contain the following:
(1) Name of reporter (person giving the notice)
(2) Name and address of victim and guardian
(3) Phone number where reporter can be contacted
(4) Date, time and location of incident
(5) Complete description of incident and 'injuries, if any
Police report and actions taken shall be submitted to The Children's Trust within fifteen (t 5)
calendar days of the incident, Provider shall provide written notification to The Children's
Trust, within seven {7) calendar days of any legal action related to the incident.
7, Sexual Harassment
Provider shall complete an incident report in the event a program participant, client or
employee makes an allegation of sexual harassment, sexual misconduct or sexual assault
by a Provider employee, volunteer or anyone prising out of the performance of this
Contract, and Provider has knowledge thereof. Provider shall provide written notification
to The Children's Trust within three {3) business days after Provider is informed of such an
allegation, Provider shall submit written notification to The Children's Trust within seven (7)
business days of any legal action which is filed as a result of such an alleged incident.
8.-9— Proof of Policies
Provider and subcontractor, as applicable, shall keep on file copies of their policies,
including, but not limited to, confidentiality, incident reporting. sexual harassment.
nondiscrimination, equal opportunity and/or affirmative action, Americons with Disob1ities
Act, and drug-free workplace.
U. CONSENT
Provider must obtain parental/legal guardian consent for all minor participants to participate
and/or for adult participants in the program for Services, and to share information with The
Children's Trust for monitoring and evaluation purposes.
Provider will ask participants to sign a voluntary Consent to Photograph form through the
electronic registration process provided by The Trust. Form will be available in English, Spanish and
Haitian Creole. The consent shall be port of the participants' registration, and signed by
parent/guardian before Services commence or assessments ore administered. Any refusal of
consent must be properly documented and signed by the parent or legal guardian on the consent
form.
V. PROGRAMMATIC DATA REPORTING
Demographic and service information on program participants will be provided to The Griildren's
Trust as part of The Children's Trust's research mission. Provider agrees to comply and participate
in any data collection reporting, including porficipant data as required by The Children's Trust and
described in Attachment C: Programmatic Data and Reporting Requirements, subject to
confidentiality requirements. In addition. Provider agrees to furnish The Children's Trust with
complete and accurate reports in the timeframe and formai to be reosunably specified by The
Children's Trust and as described in Attachment C.
'W, MARKETING & PUBLICITY
Provider shall distribute a news release announcing it has been awarded funding by The Children's
Trust.
page 29 or ZZ
Commented [7FMR7]: The section has major updates,
with newly added sub -sections.
Provider shall prominently place a Children's Trust program sign decal on the main entry door or
front window of each of its Trust funded site locations (unless such placement of signage is
specifically prohibited by Provider's lease).
Provider shall display the official Children's Trust logo on the home page of its website (if Provider
maintains a website) and link it to The Children's Trust website (www.thechildrenstrust.org , If the
funded program is part of a larger entity, such as a university, the logo may be placed on the web
page dedicated to that program on the Provider's website. Provider shall in addition include the
following paragraph, along with the logo, on the web page dedicated to the program funded by
this Contract, or elsewhere on its website (in English/Spanish or English/Hoitian Creole or all three
languages, depending upon population served):
English:
[Provider Program Name] is funded by The Children's Trust. The Children's Trust is a
dedicated source of revenue established by voter referendum to improve the lives of
children and families in Miami -Dade County.
Espanol:
EI (Provider Program Name] esti financiado por The Children's Trust. The Children's Trust es
una fuente de financiacl creado por los votantes en refer6ndum para mejorar la vida
de los nitros y las familial en Miami-t)ade.
Kreyol:
Se Children's Trust ki finonse (Pwogram So -a]. Children's Trust se yon sous finansman elek*
Miyami-Dade to kreye nan yon referandom. Flnonsman so a dedye you pwogram k'ap
ametyore lavi ti moun ak fanmi yo.
Note: In cases where funding by The Children's Trust represents only a percentage of Provider's
overall funding, the above language can be altered to read "(Provider Program Name] is funded
in part by The Children's Trust..." OR "E1 [Provider Program Name] estd financiado en parte por The
Children's Trust..." OR "Se Children's Trust ki finance yon pati ncn [Pwogram So -a]..."
Provider agrees that all program services, activities and events funded by this Contract shall
recognize The Children's Trust as a funding source in any and all publicity, public relations and
marketing efforts/materials created under its control on behalf of the program.
1. COMMUNICATION WITH MEDIA/NEWS OUTLETS
Provider shall request that all media representatives, when inquiring with Provider about the
program services, activities and events funded by this Contract, recognize The Children's
Trust as a funding source.
2. VIDEO
Provider agrees that any video it produces that depicts activities, services and events
funded by this Contract shall include a full -screen graphic at its end recognizing The
Children's Trust as a funding source.
3. SOCIAL MEDIA
If Provider maintadns social media accounts. Provider shall:
a. Post an update on its social media accounts (e.g., Focebook, Twitter, Instogram,
etc.) announcing it has been awarded a funding contract by The Children's Trust,
and tag The Children's Trust's profile on those social media networks. If The Trust
does not have a profile on a particular social media network, the post should link
back to www,thechildrenstrust.org.
b. State it is funded by The Children's Trust on all of its social media networks' "About"
sections_
c, Tog oncilor mention The Children's Trust on all pasts related to services. ❑cfWfies
and evenfs funded by this Contract.
Page 20 of 22
d. List The Children's Trust's fan page under "Liked by This Page" on its Facebook page
(if Provider ma{stains a Facebook page),
e. Follow The Children's Trust Twitter account (if Provider maintains a Twitter account).
4. PRINTED MATERIALS
a. Provider shall ensure that any and all printed materials it creates for program
services, activities and events funded by this Contract, including, but not limited to,
newsletters, news releases, brochures, fliers, advertisements, signs/banners, letters
to program participants and/or their parents/guardians, or any other materials
released to the media or general public, shall state that these program services,
activities and events are funded by The Children's Trust,
b. Further, Provider shall also employ the use of the appropriate Children's Trust logo
and/or language as stated above when recognizing said funding in any and all
printed materials.
c. Proofs of all printed material referenced herein must be submitted to The Children's
Trust communications department
(communicationscomnlionce@thechildrenstrust.ora) for approval prior to
prod uction/printing and release/distribution.
d. Provider agrees to deliver to The Children's Trust, without charge, at least three (3)
copies of any and all printed materials it creates for program services, activities and
events funded by this Contract.
e. Provider agrees that The Children's Trust will have use of Copyrighted materials
developed under this Contract to the extent provided in, and subject to, the
provisions of Sections FG: Copydghts and Intellectual Property and Rights to
D v pg�d Data Materials and 41: Ownersh"nd Llc�" Intellectual Property
Licensing Fees and Costs..
5. TERMINATION OF CONTRACT
Upon termination of this Contract by either party, Provider shall remove all
references to The Childress Trust from its site{s), website, social media accounts,
advertisements and promotional materials, to coincide with the effective date of
such termination,
X. HEADINGS, USE OF SINGULAR AND GENDER
Paragraph headings ore for convenience only and are not intended to expand or restrict the
scope or substance of the provisions of this Contract. wherever used herein, the singular shall
include the plural and plural shall include the singular, and pronouns shall be read as masculine,
feminine or neuter as the context requires.
Y. TOTALITY OF CONTRACT/SEVERABILITY OF PROVISIONS
This Contract with its attachments as referenced below contains all the terms and conditions
agreed upon by the Parties:
Attachment A: Scope of Services
Attachment B: Other Fiscal Requirements, Budget and Method of Payment
Attachment C: Programmatic Data and Reporting Requirements
Attachment D: Program -Specific Audit Requirements
Attachment E-1: Affidavit for Level 2 Background Screenings, if applicable
Attachment E -Z: Child Care Attestation of Good Moral Character, if applicable
Attachment E-3: Child Abuse & Neglect Reporting Requirements. if applicable
Attachment E-4: Background Screening & Personnel File Regvirsments, if applicable
Attachment F; Performance Improvement Plan, It applicable
Attachment G: Data Security Definitions
Page 21 of 22
No other Contract, oral or otherwise, regarding the subject matter of this Contract shag be
deemed to exist or bind the Parties. If any provision of this Contract is held invalid or void, the
remainder of this Contract shall not be affected thereby if such remainder would then continue to
conform to the terms and requirements of applicable low.
[REMAINDER Of PAGE INTENTIONALLY BLANK]
Page 22 or 22
PROVIDER NAME THE CHILDREN'S TRUST
MIAMI-DADE COUNTY, FLORIDA MIAMI•DADE COUNTY, FLORIDA
By:
By:
)Signature of Authorized Representative) (Signature)
jype/Print Name)
(Type/Print Title)
Date:
James R. Hal
President and _QM
Date:
This Contract is not valid until signed by both Parties.
Page 23 of 22
Attachment A: Scope of Services
Place Holder
(replace this page with the revised Attachment A and
remove all references to this place holder)
Attachment: B
Budget, Invoices, Method of Payment and Other Fiscal
Requirements
Place Holder
(replace this page with the budget and remove all
references to this place holder)
ATTACHMENT B
BUDGET, INVOICES, METHOD OF PAYMENT and OTHER FISCAL REQUIREMENTS
Budget Amendments/Revisions
Budget amendments/revisions require written approval from the contract manager and The
Children's Trust's chief financial officer or their designees. Requests for budget
amendments/revisions must be submitted to a contract manager using The Children's Trust
electronic system or the appropriate form, as designated by The Children's Trust. All budget
amendments/revisions are subject to final approval by The Children's Trust. Budget
amendments/revisions cannot be used to increase the total Contract amount or to modify the
Scope of Services. No more than two (2) budget amendments/revisions may be approved during
the Contract term. Budget amendments/revisions will be disallowed if they seek to revise
retroactive costs not previously budgeted. All amendments/revisions must adjust for operational
activity effective as of the previously billed period. Budget amendment/revision requests will not
be accepted within sixty (60) calendar days prior to the expiration of Contract. Budget
amendments/revisions will be incorporated into the Contract.
Invoice Requirements
Provider shall submit an electronic request for payment in The Children's Trust electronic system in
accordance with the approved budget or budget amendments/revisions. The request for
payment is due on or before the fifteenth (15th) day of the month following the month in which
expenditures were paid (exclusive of legal holidays orweekends). The Children's Trustwill consider
all invoices received after the fifteenth {15th) of each month as late, even if the cause of a late
submission is due to the delayed approval of a budget or amendment in the Children's Trust's
electronic system_ The Children's Trust agrees to reimburse Provider on o monthly basis. Any
expense included on a reimbursement request that is dated more than two (2) months prior to
the invoice period will not be approved. The Children's Trust reserves the right to request any
supporting documentation related to this Contract.
If there are subcontractors to this Contract, Form D: Attestation of Payment must be uploaded to
The Children's Trust electronic system Document Repository no later thou thirty (30) calendar days
after payment to subcontractor. Upon the close of this Contract. Provider is required to complete
Form t=: Close -Out Attestation of Payment, which must be uploaded to the Trust electronic system
Document Repository no later than thirty (30) calendar days after payment to subcontractor.
These forms may be downloaded from The Children's Trust website. For the purpose of payment
only, a subcontractor is defined as an }ndependent agency that has entered into ogreement with
Provider to perform servlces pertaining to The Children's Trust -funded progrom(s) identified in this
Contract.
A final request for payment (last monthly invoice of the Contract term) from Provider will be
accepted by The Children's Trust up to forty five (45) calendar days after the expiration of this
Contract. If Provider fails to comply, then all rights to payment shall be forfeited.
If The Children's Trust determines that Provider has been paid funds which are not in accordance
with this Contract and to which it is not entitled. then Provider shall return such funds to The
Chiidren's Trust or submit appropriate documentation to support the payment within thirty {30)
calendar days of notification by The Children's Trust. After thirty (30) calendar days, The Children's
Trust may recapture amounts due to The Children's Trust, from this or any Contract, by reducing
amounts requested to De reimbursed less the amount owed to The Children's Trust. The Children's
Trust shall hove the sole discretion in determining if Provider is entitled to such funds in accordance
with this Contract. The Children's Trust's decision on this matter shaH be binding.
In the event that Provider. its independent CPA firm or The Children's Trust discovers that an
overpayment has been made, Provider shall repay the overpayment within thVM30) calendar
days without p6or notification from The Children's Trust.
If Provider foils to serve the number of participants and/or fails to utilize the funds in accordance
with the Contract, then The Children's Trust may amend the Contract to reduce the amount of
dollars. Any delay In amendment by The Children's Trust is not deemed a waiver of The Children's
Trust's right to amend or seek reimbursement for underserving participants in accordance with the
Contract.
The Children's Trust may opt not to reimburse Provider while Provider is under investigation by any
federal, state or local agency, for any such matter related to or any program funded by The
Children's Trust. Upon the conclusion of any federal, state or local investigation, The Children's Trust
shall reimburse Provider for any outstanding funds due to Provider.
An electronic request for payment will be deemed proper as defined by the Florido Prompt
Payment Act if the request complies with the requirements set forth in this Contract and is
submitted on the forms prescribed by The Children's Trust. Requests for payment and/or
documentation returned to Provider for corrections may be cause for delay in the receipt of
payment. Late submission may result in delay in the receipt of payment. The Children's Trust shall
pay Provider within thirty (30) calendar days of receipt of Provider's properly submitted Request for
Payment (i.e., invoice) and/or other required documentation.
The Children's Trust may retain any payments due until all required reports, deliverables or monies
owed to The Children's Trust are submitted and accepted by The Children's Trust.
Indirect Administrative Costs
In no event shall The Children's Trust fund indirect administrative costs in excess of ten percent
(10%) percent of the total Contract amount.
Klatch Requirement
Programs requiring a match if required in the respective solicitation, which is defined as cash or in-
kind contributions including nonfederal cash dollars, donated items and/ or services that are part
of the overall cost of operating the program, should be reasonable, necessary and/or required for
the program. Matching funds do not include The Children's Trust's funds.
The Children's Trust reserves the right to ask for substantive documentation to support the match
at any time and such documentation must be presented to Provider's independent auditors as
part of its annual financial statement audit.
Direct Deposit of Payment
As a requirement of this Contract, Provider agrees that prior to or on the date commencing the
effective term of this Contract, Provider will enroll in The Children's Trust direct deposit program.
The direct deposit program requires that all reimbursements received from The Children's Trust are
directly deposited into the Provider's designated bank account held in a United States financial
institution. The format, including the terms and conditions for the direct deposit of payment, Can
be found on The Children's Trust website.
Cost Reimbursement Method of Payment
The Parties agree that this is a cost reimbursement method of payment Contract. Provider shall be
paid in accordance with the approved budget and/or approved budget amendments/revisions
as set forth In this attachment, typically after expenses are incurred. Provider also agrees to pay its
subcontractors, vendors and employees for the fulfillment of services provided on a timely basis.
The Children's Tryst expects that Provider will maintain sufficient funds in the amount of at least
fifteen percent (15%) of its operating budget. Adequate working capital is considered a best
practice and Is necessary when managing a cast reimbVrsBment Contract, Provider Ise expected
to possess the funds necessary to cover initial program expenses, and then request reimbursement
from The Children's Trust.
Advance Payment Requesb
The Children's Trust offers odvancQ poymenis up to fifteen percent (l5°bp of tho total Contract
value. The Children's Trust will only approve advance requests that are equivalent to the total
amount of the first two (2) months' programmatic expenditures and up to fifteen percent {t5%) of
the total Contract value. Determinations of programmatic expenditures will be supported by the
immediate prior year's performance or a detailed listing of estimated expenditures. Advance
requests shall be limited to governmental entities and not-for-profit corporations, in accordance
with section 21 6.181(16) (b), Florida Statutes. Advance requests must include the amount
requested and a justification for the request. Advance requests must be submitted using the
designated form and must be approved in writing by The Children's Trust'scontract manager and
chief financial officer or their designees, Advance payments are made at, and within, the sole
discretion of The Children's Trust,
Advance repayment
Upon receipt of an advance, repayment must be credited to proceeding reimbursement requests
within a sixty (60) calendar day term. Provider shall report the amount of the advance repayment
in The Children's Trust electronic system using the "Advances/Adjustments" button on the
reimbursement screen. If a Provider does not use the specified Children's Trust electronic system,
the Provider is required to deduct its advance repayment from each invoice, consecutively, until
the advance is repaid in full.
List of Approved Certified Public Accountants or Certified Pubilc Accounfing Firms
To receive reimbursement for the preparation of the Program -Specific Audit, as defined, Provider
must choose from a list of approved independent Certified Public Accounting (CPA) firms, which
are posted on The Children's Trust website. Inclusion in this pre -approved vendor pool requires that
a CPA firm meet the following three criteria:
(a) Participation in either the American Institute of Certified Public Accountants (AICPA) or the
Florida Institute of Certified Public Accountants (FICPA) peer review program as evidenced by
submitting a triennial System Review Report with a passing score to The Children's Trust.
(b) Providing documentation that a CPA firm, or one of its associates, has adequate experience
in governmental accounting and/or nonprofit accounting with the application of Government
Auditing Standards.
(c) Completion of an annual CPA training session sponsored by The Children's Trust finance
department.
Supporting Documentation Requirements
Provider shall maintain original records documenting actual expenditures and services provided
according to the approved Budget and Scope of Services. Supporting documentation shall be
made available and provided to The Children's Trust upon request.
Provider shall keep accurate and complete records of any fees collected, reimbursements or
compensation of any kind received from any client or other third party, for any service covered
by this Contract, and shall make all such records available to The Children's Trust upon request.
Provider shall maintain a cost allocation methodology that is used to allocate its costs to ensure
that The Children's Trust is paying only its fair share of costs for services. overhead and staffing
devoted to the program funded by this Contract. Such methodology shall be made available to
The Children's Trust upon request.
Attachment: C
Programmatic Data and Reporting Requirements
Place Holder
(replace this page with the revised Attachment C and
remove all references to this place holder)
Attachment D
Program -Specific Audit Requirements
The Program -Specific Audit must encompass an audit of The Children's Trust Contracts in
accordance with Section O: Records, Reports, Audits and Monitoring of this Contract. The
comprehensive nature of auditing performed in accordance with the standards set forth below
places on the independent certified public accounting firm (CPA) the responsibility for ensuring
that { 1) the audit is conducted by personnel who have the necessary skills: (2) independence is
maintained; (3) applicable standards are followed in planning and conducting audits and
reporting the results: (4) the organization has on appropriate internal quality control system in
place; and (5) the organization undergoes an external quality control review.
Program -Specific Audits must be conducted in compliance with AU -C 935 and are required to
include performing tests of controls over compliance.
An auditor's risk assessment must include an expectation of the operating effectiveness of controls
over compliance, and in doing so, the assessed control risk must be assessed at low during the
planning stage. If the auditor determines a lack of controls and identifies risk of material
noncompliance that demonstrates internal controls do not exist or are not effective regarding the
compliance requirement, a response to such risks should be developed, and a finding (significant
deficiency or material weakness) should be reported.
The auditor's test work and sample size of each compliance requirement should be the result of
the assessed level of inherent risk and control risk as it relates to each compliance requirement as
stated in The Children's Trust Contracts.
The Program -Specific Audit requires the following components (a sample format may be found
on The Children's Trust website):
a. Independent Auditor's Report on the Schedule of Expenditures of The Children's Trust
Contracts
b. Schedule of Expenditures of The Children's Trust Contracts
c. Notes to Schedule
d. Independent Auditor's Report on Compliance for each of The Children's Trust Contracts
and Report on Internal Control over Compliance
e. Schedule of Findings and Questioned Costs
At a minimum, the auditor must include the following tests in its audit program to ensure that the
compliance requirements set forth in The Children's Trust compliance supplement are met. They
are:
The Children's Trust Compliance Supplement to the Program -Specific Audit:
Compliance Requirement
Program -Specific Audit
Implication
Example
a) Internal Controls
1) An auditor's risk assessment
A) Controls tested during the
must include an expectation of
financial statement audit may
the operating effectiveness of
not consider compliance as it
controls over compliance, and
relates to The Children's Trust's
in doing so, the assessed control
Contract. Overall control risk
risk must be assessed at low
must consider each
during the planning stage. If the
compliance requirement tested
auditor determines a lack of
during the Program -Specific
controls and identifies risk of
Audit. Separate risk assessment
material noncompliance that
procedures and materiality
demonstrates internal controls
should be performed and
do not exist or are not effective
Compliance Requirement
Program-Specfflc Audit
Example
Implication
regarding the compliance
generated for a Program-
reg6rement, a response to such
Specific Audit.
risks should be developed, and
a finding (significant deficiency
or material weakness) should be
reported.
The auditor's test work and
sample size of each
compliance requirement should
be the result of the assessed
level of inherent risk and control
risk as it relates to each
compliance requirement as
stated in The Children's Trust
Contracts
b) Budget vs. Actual
t) The approved budget is to
A) Test work should include a
Expenditures
include the original approved
schedule identifying each
Contract as well as any
Contract and its original/
approved budget
amended budget, monthly
amendments/revisions.
billings, Contract utilization and
any analytical expectations
that may identify any
overbillings,
i. The current Children's Trust
electronic system does not
allow providers to overbill
any budgeted line item or
Contract allocation,
however, if Contract
utilization is greater or less
than expected, this could
indicate that a budgeted
solary rate is not the
employee's actual rote.
Provider must compensate
employees at the rate
stated on the budget. Any
difference in rate would
warrant a finding in the
Program-Specific Audit
Report.
c) Allowable/Unollowable
11 Requires that the nature of
A) If Provider asks to be
Activities and Costs
services and type of costs paid
reimbursed for six {6) field trips to
Common unallowable costs:
are in agreement with the
teach children social skills, only
contractual budget and/or
field trips enumerated in either
1. Salary rates, payroll methods
budget amendment/revision's
the contractual budget
and hours billed that do not
Scope of Services and budget
narrative or the controcfual
guidelines.
Compliance Requirement
Progrom•Specific Audit
Implication
Example
match original or amended
AND/OR
Scope of Service will be
budgets.
Requires that activities
reimbursed.
2. Fringe benefits billed to The
performed or costs paid with
B) If the contractual budget, lists
Children's Trust for employees
The Children's Trust funds are
a program coordinator position
not included in Contract
listed in the contractual budget
at $25.00/hour, the provider
budget and are unrelated to
narrative or a contractual
must pay the program
the program.
budget amendment/revision
coordinator and charge The
3. Professional services billed
narrative.
Children's Trust $25.00/hour. The
within regular salaries and
2) Any cost or service billed that
provider cannot substitute
wages.
is not approved in the
funding identified for the
Contract's budget is a finding
program coordinator to any
4. Capitol purchases disguised
and reported as a questioned
other position,
as repairs.
cost on the Program-Specific
C) If the contractual budget,
5. Sales taxes and tips.
Audit Report.
lists a program coordinator's
b. Fuel.
3) If any cost or service is billed
position, with dedicated time
in more than one Contract, and
charged to The Children's Trust
7. Food and beverage costs for
the billings ore in excess of the
program of 25%, the provider
parties, celebrations, end-of-
total disbursement or approved
must keep records of an
program events, and
allocation, the expense has
employee's time to substantiate
conferences or conventions,
been overbilled or double billed
that 25% of time was in fact
unless while attending an out-
and should be considered a
earned and charged to The
of-town conference or
finding.
Children's Trust program.
convention.
D¢ if three Contracts list a
8. Monetary gift cards as
4) The Children's Trust funds must
program coordinator's total
incentives,
supplement a program;
budgeted salary as $100,000.00
A detailed listing of all costs
supplanting of funds is
and each Contract will
and activities considered
unallowable. A provider may
reimburse $35,000.00 (35%1, then
allowed and unallowed can be
not use Contract funds to defray
a possible overbilling of $5,000
viewed in the Budget
any costs that the recipient
may have occurred
Guidelines form an The
already is obligated to pay. iSee
x$35,000.00,3=$105,000.00 or
Children's Trust website.
example F.j
3$%,3=105% Children's Trust
salary allocation).
E) If an invoice is submitted to
The Children's Trust that includes
food charges for end-of-year
parties and celebrations, those
costs are NOT allowable per The
Children's Trust budget
guidelines and cannot be paid
by The Children's Trust.
Fj if a provider, prior to applying
to participate in the contracted
program, committed to
purchase 10 new computers for
another program, the provider
must purchase those 10
computers in addition to any
other computers requested for
The Children's Trust program.
Compliance Requirement
Program -Specific Audit
Example
Implication
d) Cash Management
1) with the exception of the lost
Al If payroll is paid on 3/31, it
month of the Contract period,
should be disclosed in March's
monthly invoices must represent
reimbursement.
costs actually paid during the
B) If payroll is paid on 4/1, but
Contract period (cash basis),
represents time charged in
rather than costs incurred or
March, it should be disclosed in
accrued.
April's reimbursement.
e) Period of Availability
I Requires provider to charge
A) If the active Contract period
The Children's Trust gront with
extends from 8/1 through 7/31,
only allowable costs resulting
and provider expends $250.00
from obligations incurred during
for office supplies on 9/30 during
the funding period.
said Contract period, that
expenditure must support
program services performed
during the Contract term.
Bj The following items warrant
the most oftention at the
beginning and end of Contract
periods:
i. Payroll from expired
Contracts is not allowed to
be billed in the first month
of the renewed Contract if
it was paid during the
invoiced month but was
incurred in prior Contract.
Reporting requirements
for final invoice allow this
payroll to be expensed
and reimbursed in prior
Contract. Only the portion
of payroll incurred during
the Contract period may
be billed.
ii. Utilities
iii- insurances
f) Special Provisions
1) Eligibility requirements related
Each of the following special
to Contract expectations such
provisions must be tested:
as type of participants served,
Insurance requirements
number of participants served
(further described in Section K;
(f
and background checks should
NOT be tested as part of The
Insurance Requirements of this
Children's Trust Program -
Contract)
Specific Audit- The Program-
i- Auditor should determine it
Specific Audit is meant to test
all applicable insufance
the fiscal viability of the
policies were carried
provider. Therefore, certain
during the fiscal year.
Contract provisions [hot support
Compliance Requirement
Program -Specific Audit
Implication
Example
the fiscal viability of the provider
B) Proof of tax status (further
should be tested.
described in Section L: Proof of
Tax Status of this Contract)
ii. Auditor should vouch that
applicable documents
verifying that all incurred
payroll and unemployment
taxes have been paid.
CJ Data security obligation
{further described in Section 4:
12 of this Contract)
i. Auditor should obtain
and/or understand the
provider's data security
policy.
D) Subcontractor agreements (if
applicable)
i. Auditor should obtain and
understand any
agreements made with
subcontracted parties.
Additionally, the auditor
should obtain and
understand any provider
monitoring procedures.
E) Matching Funds
i. In some cases, a required
match is contracted. This
will be indicated in Section
C: Total Funding of this
Contract. Verify the
applied method the
provider uses to satisfy
match requirements. Also.
verify that provider
maintains documentation
to back up match
requirements.
The independent auditor's report shall state that the audit was conducted in accordance with:
(t) auditing standards generally accepted in the United States of America; (2) the standards
applicabiv to financial avails contained in Government Auditing Standards, issued by the
Comptroller General of the United States: and 13J the Progrom-Specific Audit Requirements listed
in The Children's Trust Contract.
ATTACHMENT E-1
Affidavit under Penalty of Perjury for Level 2 Background Screenings
Affidavit under Penalty of Perjury Affirming Compliance with Background Screening for Provider
Personnel, Volunteers, and Subcontracted Personnel, as applicable.
In accordance with sections 943.0542, 984.01, 39.001 and Chapters 439, 435, and 402, Florida
Statutes, and pursuant to the requirements of Paragraph R. Background Screening of this Contract,
the undersigned affiant makes the following statement under oath and under penalty of perjury,
which is a first degree misdemeanor, punishable by a definite term of imprisonment not to exceed
one year and/or a fine not to exceed $1,000, pursuant to sections 837.012 and 775.082, Florida
Statutes.
All full-time, part-time, contracted staff and volunteers, along with the staff and volunteers
provided to the program by a subcontractor have been checked against The Dru Sjodin National
Sex Offender Public Website hffp://www.nsopw.gov/eng. (Check must have taken place within
30 calendar days prior to the signing of this document.)
STATE OF FLORIDA
COUNTY OF MIAMI-DADE
Before me, the undersigned outhor4y, personally appeared (CEOfExecutive Directorl Authorized
Provider
Representative of. (Provider Name) who being by me first duly sworn, deposes
and says:
I swear and affirm that the above-named contracted Provider is compliant with the requirements
for personnel background screening detailed in sections 943.0542, 984.01, Chapter 435, 402,
39.001, and 1012.465, Florida Statutes, as applicable, for all personnel having direct contact with
children.
(Signature of CEO/Executive Director/NR Director) Date
Sworn to and subscribed before me of Miami -Dade County, Florida this — day of , 20_
by
Who is personally known to me
Who produced identification: _
Type of identification
Signature of Notgry Public
State of Florida at forge
Print. type or stomp name of notary public
My Commission Expires:
�r„rkhr{
r,
0•I ATTACHMENT E-2
CHILD CARE
i r,4
ATTESTATION OF GOOD MORAL CHARACTER
State of Florida County
Before me this day personally appeared who. being duly sworn, deposes and says:
(Applicant's/Employee's Name)
As an applicant for employment with, an employee of, a volunteer for, or an applicant to volunteer with
, I affirm and attest under penalty of perjury that i meet the moral character requirements for
employment, as required by Chapter 435, Florida Statutes, in that:
I have not been arrested with disposition pending or found guilty of, regardless of adjudication, or entered a plea of nolo
contendere or guilty 1o, or have been adjudicated delinquent and the record has not been sealed or expunged for, any
offense prohibited under any of the following provisions of the Florida Statutes or under any similar statute of another jurisdiction
for any of the offenses listed below:
Relating to:
Section 393.135 sexual misconduct with certain developmentally disabled clients and reporting of such sexual misconduct
Section 394.4593 sexual misconduct with certain mental health patients and reporting of such sexual misconduct
Section 415.111 adult abuse, neglect. or exploiloifan of aged persons or disabled adults or failure to report of such abuse
Seclion 741.28 criminal offenses Mail constitute domestic violence, whether committed In Florida or another jurisdiction
Section 777.04 attempts, solicitation, and conspiracy
Section 782.04 murder
Section 782.07 manslaughter, aggravated manslaughter of an elderly person or disobled adult, or aggravated manslaughter of
a child
Section 782.071 vehicular homicide
Section 782.09 killing an unborn child by injury to the mother
Chapter 784 assault, battery, and culpable negligence. it the offense was a felony
Section 784.011 assoult, if the victim of offense was a minor
Section 784.03 battery. If the victim of offense was a minor
Section 787.01 kidnapping
Section 787.02 false Imprisonment
Section 787.025 luring or enticing a child
Section 787.04121 taking, enticing, or removing a chlid beyond the state limits with criminal intent pending custody proceeding
Section 787.04(3) carrying a child beyond the state tines with Criminal intent to avoid producing o child at a custody hearing or
delivering the child to the designated person
Section 790.11611) e0lbiiing firearms or weapons within 1.000 feet of a school
Section 790.1 15(2) (b) possessing an electric weapon or device, destructive device, or other weapon on school property
Section 794.011 sexual battery
Former Section 794.041 prohibited ocfs of persons in familial or custodial authority
Seclion 794.05 unlawful sexual activity with certain minors
Chapter 796 prostitution
Section 798.02 lewd and lascivious behavior
Chapter 800 lewdness and indecent exposure
Section 806.01 arson
Section 810.02 burgiary
Section 8 10. 14 voyeurism, if the offense is a felony
Section 810.145 video voyeurism. If the offense is a Felony
Chapter 812 theft and/or robbery and related crimes, if a felony offense
Section 817.563 fraudulent sate of controlled substances, if the offense was a Idony
Section 625.102 abuse. aggravated abuse, or neglect of an elderly person or disabled adult
Section 825,1025 lewd or lascivious offenses committed upon or In the presence of on elderly person or disabled adult
Section 825.103 exploitation of disabled adults or elderly persons, If the offense was a felony
Section 826.04 incest
Section 827.03 child abuse, aggravated child abuse, or neglect of a child
Section 827.04 contributing to the delinquency or dependency of a child
Former Section 827.05 negligent treatment of chHdren
Section 827.071 sexual performance by a child
Section 843.01 resitting arrest w th vidonce
Section 843.025 depriving a law ontorcamem, correctional, or correctional probation oltiGar means of orotaotion or
I understand that I must applicable acknowledge the existence of any criminal record relating to the above lists of offenses
including those under any similar statute of another jurisdic tion, regardless of whether or not those records have been sealed or
expunged. Further, I understand that, while employed or volunteering at In
any position that requires background screening as a condition of employment, I must Immediately notify my
supervisortemployer of any arrest and any changes in my criminal record involving any of the above listed provisions of Florida
Statutes or similar statutes of another jurisdiction whether a misdemeanor or felony. This notice must be made within one (1)
business day of such arrest or charge. Failure to do so could be grounds for termination.
I attest that I have read the above carefully and state that my attestation here Is true and correct that my record does not
contain any of the above listed offenses. I understand, under penalty of perjury. oil employees in such positions of trust or
responsibility shall attest to meeting the requirements for qualifying for employment and agreeing to inform the employer
immedlatety if arrested for any of the disqualifying offenses. I also understand that If Is my responsibility to obtain clarlflcotfon on
anything contained In this affidavit which I do not understand prior to signing. i am aware that any omissions, falsifications,
misstatements or misrepresentations may disqualify me from employment consideration and, it 1 am hired, may be grounds for
termination or denial of an exemption at a later date.
SIGNATURE OF AFRANT:
Sign Above OR Below, DO NOT Sign both Lines
To the best of my knowledge and belief, my record contains one or more of the applicable disqualifying acts or
offenses listed above. I have placed a check mark by the offense(s) contained in my record. (If you have previously
been granted an exemption for this disqualifying offense, please attach a copy of the letter gronting such
exemption.) (Please circle the number which corresponds to the offense(s) contained in your record.]
SIGNATURE OF AFFIANT:
Sworn to and subscribed before me this day of 20_.
SIGNATURE OF NOTARY PUBLIC. STATE OF FLORIDA
(Print, Type, or Stamp Commissloned Name of Notary Public)
(Check one)
All personally known to notary
OR
Affiant produced identification
communication
Section 843.12
aiding in on escape
Section 843.13
aiding in the escape at juvenile inmates in cnrreciional institution
Chapter 847
obscene literature
Section 874.05{11
encouraging or recruiting another to pin a criminal gang
drug abuse prevention and control orgy if the offense was o felony or it any other person invotved in the offense
Section 916.1075
was a minor
sexual misconduct with certain forensic clients and reporting of such sexual conduct
Section 944.35[31
inflicting cruel or inhumon Ireatmenf on an Inmate resulting in great bodily harm
Section 944.40
escape
Section 944.46
harboring, concealing, or aiding on escaped prisoner
Section 944.47
introduction of contraband into a correctional facility
Section 985.701
sexual misconduct in juvenile justice programs
Section 985.711
contraband introduced into detention fccilities
I understand that I must applicable acknowledge the existence of any criminal record relating to the above lists of offenses
including those under any similar statute of another jurisdic tion, regardless of whether or not those records have been sealed or
expunged. Further, I understand that, while employed or volunteering at In
any position that requires background screening as a condition of employment, I must Immediately notify my
supervisortemployer of any arrest and any changes in my criminal record involving any of the above listed provisions of Florida
Statutes or similar statutes of another jurisdiction whether a misdemeanor or felony. This notice must be made within one (1)
business day of such arrest or charge. Failure to do so could be grounds for termination.
I attest that I have read the above carefully and state that my attestation here Is true and correct that my record does not
contain any of the above listed offenses. I understand, under penalty of perjury. oil employees in such positions of trust or
responsibility shall attest to meeting the requirements for qualifying for employment and agreeing to inform the employer
immedlatety if arrested for any of the disqualifying offenses. I also understand that If Is my responsibility to obtain clarlflcotfon on
anything contained In this affidavit which I do not understand prior to signing. i am aware that any omissions, falsifications,
misstatements or misrepresentations may disqualify me from employment consideration and, it 1 am hired, may be grounds for
termination or denial of an exemption at a later date.
SIGNATURE OF AFRANT:
Sign Above OR Below, DO NOT Sign both Lines
To the best of my knowledge and belief, my record contains one or more of the applicable disqualifying acts or
offenses listed above. I have placed a check mark by the offense(s) contained in my record. (If you have previously
been granted an exemption for this disqualifying offense, please attach a copy of the letter gronting such
exemption.) (Please circle the number which corresponds to the offense(s) contained in your record.]
SIGNATURE OF AFFIANT:
Sworn to and subscribed before me this day of 20_.
SIGNATURE OF NOTARY PUBLIC. STATE OF FLORIDA
(Print, Type, or Stamp Commissloned Name of Notary Public)
(Check one)
All personally known to notary
OR
Affiant produced identification
ATTACHMENT E-3
S +. Child Abuse & Neglect Reporting Requirements
All child cave personnel are mandated by law to report their suspicions of child abuse, neglect, or
abandonment to the Florida Abuse Hotline in accordance with section 39.201, Florida Statutes(.
• Child care personnel must be alert to the physical and behavioral indicators of child abuse and
neglect.
"Child Abuse or Neglect" is defined in section 39.201, Florida Statutes, as "harm or threatened harm"
to a child's health (mental or physical) or welfare by the acts or omissions by a parent, adult
household member, other person responsible for the child's welfare, or for purposes of reporting
requirements by any person.
Categories include:
Physical Abuse or Neglect (i.e. unexplained bruises, hunger, lack of supervision...)
Emotional Abuse or Neglect (i.e. impairment in the ability to function, depression..,)
Sexual Abuse (i.e. withdrawal, excessive crying, physical symptoms...I
• Reports must be made immediately to the Florida Abuse Hotline Information System by
Telephone at 1 -80D -96 -ABUSE (1.800-962-2873), or
Fax at 1-800-914-0004, or
-Online at,.. - -- - _--`�5�00111ep :
Failure to perform duties of a mandatory reporter pursuant to section 39.201. Florida Statutes,
constitutes a violation of the standards in sections 402.301 - 402.319, Florida Satutes, and is a felony of
the third degree. Remember, if is each child care personnel's responsibility to report suspected abuse
and/or neglect.
• All reports are confidential. However, persons who are mandated reporters (child care personnel) are
required to give their name when making a report,
• If is important to give as much identifying and factual information as possible when making a report.
Any person, when acting in good faith, is immune from liability in accordance with section 39.203(1)(a),
Florida Statutes.
• For more information oi:2out child abuse and neglect, visit the Florida Department of Children and
Families' ("Department") website at __ and select "Training
Requirements." The Department offers a 4 -hour Identifying and Reporting Child Abuse and Neglect
course for child care providers, This course is an overview of the various types of abuse and neglect,
indlcators that may 09 observed. the legal responsibility of mandatory reporters. and the proper
procedure for reporting abuse and neglect, as required by sections 402.305(21 and 402.313(1), Florida
Statutes. Tne course is offered both online and in person with an instructor throughout Florida.
This stotemenl is to verify that on
Date Print Name of Employee
Read and understood the Information and my mandated reporting requiremenh
Signalure at EmployBs Signature of Operator
ATTACHMENT E-4
BACKGROUND SCREENING
L PERSONNEL FILE REQUIREMENTS
Place in employee file and attach all background screening documentation.
k Authority: sections 402.301- 402.319 and Chapter 435.
41Y 11rsMi 7�f•.
fiorida Statutes
Name of Employee:
Name of Facility.
"Social Security #: Date of Birth: Employment Date: _
'The Department's license/registralion application requires personnel to give theirSocial Security number for the purposes of background
screening. So6at security numbers ore only used by the Deportment for identify verification.
Position Classification
check one
Positron Type
check all that apply)
Age Group Assigned Education Levet
check one check one
hild Care Personnel
Owner
0 - 12 Months No High School/GED
Intermittent Volunteer
Director
1 Year High School Student
Other Personnel
Lead Teacher (must
2 Years High School/GED
select age groups
3 Years National Early Childhood Credential
VPK Instructor
4 Years Birth Through Five Child Care Credential
Assistant Teacher
4 Years VPK School -Age Child Care Credential
Substitute
5+ Years Associates Degree
Mixed Bachelor's Degree
Not Applicable Master's Degree or Higher
SCREENING, DOCUMENTATION
All child care personnel are required by low to be screened pursuant to Chapter 435,
Florida Statutes, as a condition of employment and continued employment.
Initial Screen
Data Livescanned Date completed
FINGERPRINT I
FDLU FDI
Affidavit of Good Moral Character
N/A
(due on or before employment,
following a 90 day break, or when
changing employers)
5 Year Re -screen
Date Employment References Checked:
Names of References lattach additional documentation If necessary);
Leave of Absence Documentation from Employer (if applicable{;
Attachment I': Performance Improvement Plan
Place Holder
(replace this page with the Performance Improvement Plan, if
necessary and remove all references to this place holder. If not
needed delete this page)
ATTACHMENT G
Data Security Definitions
"Authorized Employees" means Provider's employees who have a need to know or otherwise access
Highly Sensitive Personal Information or Personal Information to enable Provider to perform its obligations
under this Agreement.
"Authorized Persons" means (i) Authorized Employees; or (ii) Provider's subcontractors approved by The
Children's Trust who have a need to know or otherwise access Highly Sensitive Personal Information or
Personal Information to enable Provider to perform its obligations under this Agreement, and who are
bound in writing by confidentiality obligations sufficient to protect Highly Sensitive Personal Information or
Personal Information in accordance with the terms and conditions of this Agreement.
"Unauthorized Third Party" means any person other than Authorized Employee or Authorized Person(s).
"Highly Sensitive Personal Information" means an individual's (i) government -issued identification number
(including, without limitation, social security number, driver's license number or state -issued identified
number); {ii) financial account number, credit card number, debit card number or credit report
information, with or without any required security code. access code, personal identification number or
password that would permit access to an individual's financial account; or (iii) biometric or health data.
"Personal Information" includes Highly -Sensitive Personal Information or any of the following:
(i) An individual's first name or first initial and lost name in combination with any one or more of the
following data elements for that individual:
(1) A social security number.
(2) A driver's license or identification card number, passport number, military identification number or
other similar number issued on a government document used to verify identify.
�3) A financial account number or credit cord number or debit card number, in combination with any
required security code, access code or password necessary to permit access to an individual's
financial account.
(4) Any information regarding an individual's medical history, mental or physical condition, or medical
treatment or diagnosis by a health care professional.
(5) An individual's health insurance policy number or subscriber identification number and any unique
identifier used by a health insurer to identify the individual.
(ii) User name or email address, in combination with a password or security question and answer that
would permit access to an online account.
Notwithstanding the foregoing, the term "Personal Information" shall not include information (1) about an
individual that has been made publicly available by a federal, state or local governmental entity; or (2)
that is encrypted, secured or modified by any other method or technology that removes elements that
personally identify an individual or that otherwise renders the information unusable.
"Security Breach" or "Breach" means unauthorized access of data in electronic form containing Highly
Sensitive Personal Information or Personal Information, or a breach or alleged breach of this Agreement
relating to such privacy practices. Good faith access of Highly Sensitive Personal information or Personal
Information by an employee or agent of the covered entity shall not constitute a breach of security under
this Agreement, so long as the information is not used for a purpose unrelated to the business of The
Children's Trust, or as a result of any other unauthorized use.