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HomeMy WebLinkAboutBack-Up DocumentsGibson, Dorian From: Cities for Financial Empowerment Fund <administrator@grantinterface,com> Sent: Tuesday, March 5, 2019 5:01 PM To: Blondet, Lillian Cc: jbaratta@cfefund.org; sschwartz@cfefund.org Subject: Summer Jobs Connect 2019 Grant Award from the CFE Fund CAUTION: This is an email from an external source. Do not click links or open attachments unless you recognize the sender and know the content is safe. 0 Lillian Blondet Director Office of Grants Administration, City of Miami 444 SW 2nd Avenue, 5th Floor Miami, FL 33130 Iblondet@miamigov.com March 5, 2019 Dear Ms. Blondet, On behalf of the Cities for Financial Empowerment (CFE) Fund, we are delighted to inform you that that the City of Miami has been selected as a grantee of the Summer Jobs Connect grant program in 2019. As part of this engagement, your program will receive a one-year $367,500 grant to supportjob slots as well as integrating financial empowerment and banking access into your Summer Youth Employment Program. The payout schedule, which is explained in more detail in the forthcoming contract, will be an initial payment of 90% of the grant amount upon full execution of the contract and receipt of baseline data report and detailed line -item projected accounting, with an additional 5% upon receipt of interim report with budget, and the final 5% upon receipt of final report and documentation of all project spending in detailed line -item accounting. These funds may be used to support summerjob positions and a range of activities related to financial empowerment programming in your Summer Youth Employment Program. You can expect to receive the contract for your review shortly. If there are any questions related to the contract, please contact Scott Schwartz (sschwartz@cfefund.org). Please let me know if you have any questions. We look forward to working with the City of Miami. I Sincerely, Amelia Erwitt Managing Director 701 A Part of Something BIG! The City of Miami was chosen to be part of a national eight city summer jobs connect initiative funded by the Citi Foundation and the Cities for Financial Empowerment Fund. The cities selected include New York, Newark, In 2016, due to the program success, the City allocated general funds to continue the summer jobs initiative. CFE also renewed its grant investment to expand the program by partnering with the Overtown Youth Center. Since inception, total funding by the CFE/Citi Foundation is $2.4 million and $469,000 by the City of Miami. The program is managed by the City of Miami Office of Grants Administration. Teaching Youth the Language of Money Financial Education Since 2013, the City of Miami has been able to provide this opportunity to over 820 youth from disadvantaged neighborhoods in the City. To date, the students have been able to accumulate assets in savings totaling over $450,0001 Miami, Dallas, Chicago, San Since the beginning of the multi-year Francisco St. Louis and grant investment, the focus has been Washington D.C. on hiring low/moderate income The intent of these funds is disadvantaged youth and engaging to directly create paid them in financial empowerment & summer jobs and teach education, The target group is (16-19 financial literacy skills to teenagers and young adults who otherwise would be unemployed and more susceptible to the temptations on the streets. The City of Miami was awarded a 3 -year investment grant to create and sustain a summer youth employment & financial empowerment program. years old) from area census tracts with 51% LMI. These candidates need to be City of Miami residents and must pass background checks and health screening tests. Additional screenings are sometimes needed depending on where the student is placed. Since 2014, the City has been able to provide this opportunity to over 820 youth from disadvantage neighborhoods in the City. Since inception, the students have been able to accumulate assets in savings totaling over $400,000. TW "4, SUMMER JOBS M14A y 1 CONNECT Income per Student - $2500 Placed over 820 students 9 Week Program Duration Over $2.4 million Dollars in Wages Paid' Youth Saved Over $450,000` 100% Direct Deposit Over 550 New Bank Accounts Opened 100% Completed the Program 100% Resided in LMI Areas Over 283,551 Hours Worked by Youth Over 50 Work Sites Highest Satisfaction and Retention Rating of the National Program i Fa _( O Candidates are matched and placed throughout City departments and select City partner agencies. Positions are aligned within broad functional areas such as, administrative/cleri cal, computer related duties, customer service and outdoor field related activities. In order to increase retention, minimize transportation costs and improve participation from all areas, City staff's goal is to assign students to City sites that are located near the youth's home or are easily accessible to public transportation. Each recruitment consists of providing every student with assistance in completing the City's employment application and understanding the program's purpose of financial education. Financial literacy is woven throughout the process and consists of; meeting with our banking partners (also on-site at each recruitment); meeting with our financial empowerment coaches, and our program staff. Also made available at each recruitment is a mobile DMV unit to provide State IDs to aid in "The summer youth employment and financial empowerment program improved my life in a good way because 1 can use the summer program as a work experience. It has also changed my life because it helped me financially." JESSICA, 18 We provide on-site recruitment/application assistance at four (4) partner high schools. They are: Booker T. Washington Senior High School, Miami Edison Senior High School, Miami Jackson Senior High School and Miami Senior High School, as well as the City of Miami Career Center. Partnering with these schools further ensures the City's diverse population is represented. There is no need for youth to have a resume, participate in an interview process, or maintain a GPA in order to participate in the City program. the employment and bank account opening process. The three financial goals of the program are encompassed throughout which are: direct deposit, creating a budget and starting a savings plan and opening a bank account. Each student is also required during the summer session to meet one-on-one with one of the financial coaches to review their budget worksheets and review their spending and savings plans. The Miami Connect Summer Jobs is currently seeking investors and sponsors to expand the program and hire additional youth. SUMMER JOBS M I t In CONNECT vCities forFINANCIALEMPOWERMENTFund GRANT AGREEMENT This Grant Agreement (the "Agreement"), dated as of March 1, 2018 (the "Effective Date") is by and between the Cities for Financial Empowerment Fund, Inc. (the "CFE Fund"), a Delaware non -stock, non-profit corporation qualified as exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), the City of Miami, a municipal corporation of the State of Florida, whose principle address is 3500 Pan American Drive, Miami, Florida 33133 (the "Grantee" or "City"), acting through its City Manager (hereinafter referred to as "Municipal Grantee"). WHEREAS, the CFE Fund works to support municipal engagement to improve the financial stability of low and moderate income households by embedding financial empowerment strategies into local government infrastructure (the "Purposes"). WHEREAS, the CFE Fund has determined that the support of the Municipal Grantee in the work contemplated by this Agreement furthers the exempt purposes of the CFE Fund. WHEREAS, the Municipal Grantee has agreed to use the funds provided by this Agreement (the "Grant") to support the Purposes by managing the implementation and operation of the activities for Summer Jobs Connect ("the Program") set forth in Exhibit A (the "Scope of Work"), WHEREAS, the CFE Fund, the Municipal Grantee desires to enter into this Agreement to provide for the terms and conditions of the Grant and the Program. NOW, THEREFORE, the CFE Fund, the Municipal Grantee agrees as follows: 1. Grant. The CFE Fund pledges and agrees to provide the Municipal Grantee a Grant in the form of cash or cash equivalents in an amount not to exceed $367,500 [THREE HUNDRED SIXTY-SEVEN THOUSAND AND FIVE HUNDRED DOLLARS]. Grant funds will be paid electronically in U.S. Dollars no sooner than what is laid out in the Grant Payout Schedule in Section 6(c). 2. Use of Grant. The Grant is to be used only for the purposes outlined in the Scope of Work and in accordance with the specific allocations identified in the Grant budget included in Exhibit B (the "Grantee Budget"). The Municipal Grantee must obtain the prior written consent of the CFE Fund before engaging in any work that is beyond the Scope of Work and the 44 Wall Street, Suite 605 1 New York, NY i0005 I www,c[erfc.i.niiorr; failure to obtain such consent shall invalidate any obligation of the CFE Fund to pay any invoices for such work. 3. Term. (a) The Grant term will begin as of the Effective Date and end on April 30, 2019. Any funds not used by the end of the Grant term toward the purposes of this Grant will be returned to the CFE Fund within thirty (30) days after the end of the Grant term unless otherwise agreed upon by both parties in writing in advance. (b) This Agreement may be terminated at any time prior to its scheduled termination as set forth above: (i) By either the CFE Fund, the Municipal Grantee without cause by giving the other party sixty (60) days prior written notice; (ii) Immediately by a non -breaching party following a material breach of this Agreement by the other party and the expiration of a ten (10) day "cure" period after the non -breaching party shall have given notice to the breaching party of such breach; or; (iii) Immediately by the CFE Fund when its objectives can no longer be advanced through the relationship set forth in this Agreement including, without limitation, by the Municipal Grantee's administration of any Vendor work as it relates to the Scope of Work. (c) If the Agreement is terminated by any party for any reason, CFE Fund will have no further obligation to make any payments to the Municipal Grantee, except for work already completed but not yet paid for prior to the termination; provided, that (i) such work is within the Scope of Work or (ii) if such work is beyond the Scope of Work, the prior written consent of the CFE Fund has previously been obtained. 4. Vendor(s). (a) A Vendor shall be defined for purposes of this contract as a community-based 501(c)(3) organization, governmental organization or private entity engaged by the Municipal Grantee to support the implementation of the Program. (b) The CFE Fund hereby appoints the Municipal Grantee as its sole and exclusive agent with respect to any Vendor(s). Each Vendor may rely upon the direction and instruction of the Municipal Grantee. (c) For a period of three (3) years and a day following the expiration of the Grant term, the Municipal Grantee shall keep and maintain accurate books, records, and accounting documentation of each Vendor's performance under the Scope of 2 Work and shall make such records available for inspection by the CFE Fund and/or its auditors upon prior reasonable notice to such effect. 5. Conditions of Disbursement of Grant. (a) Municipal Grantee shall be eligible to receive funds upon the fulfillment of the following condition: (i) Receipt by the CFE Fund of a countersigned copy of this Agreement, which includes Scope of Work and Municipal Grantee Budget. Budget should be a detailed, line -item projected accounting of all Program costs. (b) Disbursements of the Grant shall be subject to the fulfillment of the following conditions: (i) Timely receipt of all Municipal Grantee reports and Financial Reporting in accordance with Exhibit C - Reporting Template. (ii) Satisfactory performance of this Agreement in accordance with the Scope of Work. (iii) The Municipal Grantee covenant that it shall take no action, omit to take any action, or engage in any activity that could impair or endanger, either directly or indirectly, the CFE Fund's exempt status under the Internal Revenue Code, or which could hinder the CFE Fund's ability to fulfill its charitable mission. (iv) The Municipal Grantee shall review each invoice submitted by Vendor(s) for the performance of services in light of the purposes as expressed in the Request for Proposal and Scope of Work, and shall promptly furnish the CFE Fund with copies of vendor invoices or other such proof of services provided pursuant to this contract, when requested. (c) Grant Payout Schedule: The total grant will be split into three payments. (i) Initial 90% of funds for payment to the Municipal Grantee ($330,750) will be available upon execution of contract and receipt of detailed line -item projected accounting. (ii) Additional 5% of funds to the Municipal Grantee ($18,375) will be available upon receipt of interim report, and detailed invoices reconciling how first 90% of funds was spent as well as refined detail budget for last 10%. (iii) Final 5% of funds to the Municipal Grantee ($18,375) will be available upon receipt of final report and documentation of all project spending projected in detailed line -item accounting (including attachments). (iv) All funds will be electronically transferred. 6. Payment of Grant. Subject to the fulfillment of the conditions set forth in Section 6: (a) The CFE Fund may increase the Scope of Work and corresponding outcome requirements and make concomitant payment adjustments as funds become available to expand services. Any increase in the Scope of Work and subsequent outcome goals would be made in consultation with and at the option of the Municipal Grantee. (b) Services provided by the Municipal Grantee to clients beyond the Grant term shall not be within the Scope of Work under this Agreement and shall not be included in the Grant. (e) Municipal Grantee acknowledges that the CFE Fund will be making one or more Initial Here: electronic grant payments, and that Erica Paschal, Finance Director, City of Miami; EPaschaigmiami og v.com is authorized to enter the Municipal Grantee's appropriate routing and account number into CFE Fund's payment system (bill.com). The first time the Municipal Grantee uses the system, the Municipal Grantee's fiscal staff will create an account to enter the Municipal Grantee's appropriate bank routing and account number. The fiscal staff will ensure that account information in system is accurate. (d) The CFE Fund's ability to pay out this Grant is dependent on the timely receipt of Grant funding from institutional Grantors. In the event that the CFE Fund has not received sufficient or timely funding from these Grantors, the CFE Fund may elect to postpone, reduce, or eliminate this Grant prior to disbursement. 7. Covenants. During the term of this Grant, the Municipal Grantee is expected to adhere to the terms and conditions below and outlined in Exhibit B - Scope of Work. Failure to adhere to these conditions will constitute an act of default and result in the return of part or all of the Grant funds to the CPE Fund and the termination of any obligation of the CFE Fund to pay subsequent invoices submitted after such default. In such a case, the CFE Fund will determine in its sole and absolute discretion the percentage of the Grant to be returned. Cessation or reclamation of Grant funding by the CFE Fund may also result in the Municipal Grantee's elimination from consideration for investment from the CFE Fund in any other form. In the event that the CFE Fund terminates the Grant as provided herein, the Municipal Grantee shall return Grant funds to the CFE Fund within the time period specified by the CFE Fund upon termination. During the Grant term and beyond as applicable, the Municipal Grantee under this Agreement agrees to: (a) Coordinate the overall implementation of the program with respect to the Scope of Work. 0 The Municipal Grantee will oversee and direct the work of all partner organizations with respect to the Scope of Work and a proposal, if any, including nonprofit, referral, integration and training partners. In particular, the Municipal Grantee will monitor and manage any Vendor(s) to ensure proper implementation in conformance with the Scope of Work and ongoing model fidelity and will serve as the main point of contact with the CFE Fund. (b) Adhere to the uses of the Grant detailed in the Request for Proposal. (i) This Grant is made only for the purposes of implementing the Scope of Work and this Agreement. Any Grant funds not expended or committed for these purposes within the Grant term will be returned to the CFE Fund. Any prospective changes in the use of this Grant totaling over ten percent (10%) percent of any individual budget line must be submitted in writing to and approved by the CFE Fund. (ii) In addition, the Municipal Grantee is expected to meet the milestones and outcomes stated in the Scope of Work within the specified timeframe and in accordance with the Grantee Budget. The Grantee is also responsible for ensuring that any Vendor(s) achieve the milestones and outcomes stated in its proposal. Any material changes in the Municipal Grantee's milestones, outcomes or timeframe should be reported to the CFE Fund at the earliest reasonable opportunity. The CFE Fund will decide in its sole and absolute discretion whether any delays in meeting milestones or outcomes constitute a violation of this covenant, and thus an event of default. (iii) The Municipal Grantee will provide immediate written notification to the CFE Fund if significant changes or events occur during the term of the Grant which could potentially impact the progress or outcome of the Grant, including, without limitation, changes in the Municipal Grantee's management personnel, loss of funding or other extenuating circumstances which could affect the Grant budget. The CFE Fund, in its sole and absolute discretion, will determine if requests for budget modifications are warranted. (c) Cooperate in the monitoring, evaluation and reporting of work, as detailed in Exhibit B - Scope of Work. (d) Adhere to the CFE Fund financial compliance stipulations. (i) The Municipal Grantee will maintain financial records to account clearly for the Grant funds from the CFE Fund and proper expenditures in furtherance of the Grant. The Municipal Grantee shall retain and maintain adequate records to substantiate such expenditures according to generally accepted accounting practices. The Municipal Grantee shall retain original substantiating documents related to the specific Grant expenditures and make these records available to the CFE Fund upon request. (ii) The CFE Fund reserves the right to audit the Municipal Grantee's financial and other records to ensure the proper utilization of its Grant funds. During and at least three years and one day following the end of the Grant term, the Municipal Grantee will be expected to maintain records showing, separately from other accounts kept in its books and records, the receipt and expenditure of the CFE Fund Grant funds. (e) Adhere to the CFE Fund's marketing and communications guidelines. (i) The Municipal Grantee agrees to adhere to the marketing and communication guidelines of the CFE Fund (as it may be amended, modified, supplemented or otherwise revised), and any Grant -relevant institutional investors, including Citi Foundation as provided by the CFE Fund and as applicable. The current form of the marketing and communication guidelines of the Citi Foundation are attached hereto as Exhibit E. (ii) The Municipal Grantee agrees to provide details about all Grant -related marketing and communication materials and events to the CFE Fund reasonably in advance to jointly determine appropriate branding opportunities for the CFE Fund and any relevant CFE Fund partners. The Municipal Grantee agree to acknowledge the CFE Fund and Citi Foundation in all Grant -related materials and events, including but not limited to websites, newsletters, media releases, public announcements, event invitations and programs. The CFE Fund will provide specific communication protocols including language for recognizing the CFE Fund in text and logo format. Municipal Grantee also shall provide to the CFE Fund final copies of all printed materials as part of the progress reports for the Program. (iii) Any Grant -related media interviews or public announcements intended for media or public purposes must be coordinated with and approved by the CFE Fund in advance. (v) The Municipal Grantee may not publicly announce the receipt of this Grant or its details until the CFE Fund and its institutional investors have made their official announcement. Prior to the official announcement, the Grantee should consult with the CFE Fund to develop language that may be used for the purposes of recruitment and other administrative purposes. (vi) Execution of this Grant agreement provides the CFE Fund and its institutional investors the right to disseminate any products, outcomes, or other information related to the Municipal Grantee's efforts in any media of its choosing. Whenever feasible, the CFE Fund will share these materials with the Municipal Grantee prior to publication and give appropriate credit to the Municipal Grantee as the provider of this information. The Municipal Grantee will be expected to cooperate in any public education or outreach effort undertaken in connection with this Grant, which may include other CFE Fund programs. (f) Adhere to the following prohibitions on the use of the Grant. Under no circumstances the Municipal Grantee, any Vendor or any other organization receiving the CFE Fund's Grant funds use these funds directly or indirectly for the following purposes or activities: (i) Make a Grant to an individual for travel, study or other similar purpose, as described in section 4945(d)(3) of the Code. (ii) Promote or engage in violence, terrorism, bigotry, or the destruction of any state, nor will it make sub -Grants to any entity that engages in these activities. (iii) Influence legislation, especially for the benefit of the CFE Fund or any of its affiliates or funders, including by publishing or distributing any statements, or any campaign in support of or opposition to any pending legislation. (iv) Any other purposes outside what is stated in the Scope of Work without express written permission from the CFE Fund. 8. Insurance. (The City of Miami is self-insured in accordance and subject to the limitations and provisions as set forth in Section 768.28 of the Florida Statutes) (a) Agreement to Insure. Unless determined inapplicable and/or unnecessary as evidenced in prior written approval obtained from the CFE Fund, or unless as agreed to by the CFE Fund in connection herewith for an ongoing project term, the Grantee shall ensure that the Grantee and any Vendor shall not commence performing services under this Agreement unless and until all insurance required by this Section is in effect, and shall ensure continuous insurance coverage in the manner, form, and limits required by this Section throughout the term of the Agreement. (b) Commercial General Liability Insurance. (i) The Grantee shall ensure that the Grantee and any Vendor shall maintain Commercial General Liability Insurance covering themselves as the named insured and the CFE Fund and the Grantee (as applicable) as additional insureds in the amount of at least One Million Dollars ($1,000,000) per occurrence. Such insurance shall protect the CFE Fund, the Grantee and the Vendor from claims for property damage and/or bodily injury, including death that may arise 7 from any of the operations under this Agreement. The Commercial General Liability Insurance should also provide the CFE Fund, the Grantee and the Vendor with coverage against abuse or molestation claims that may arise from any of the operations under this Agreement. Coverage under this insurance shall be at least as broad as that provided by the most recently issued Insurance Services Office ("ISO") Form CG 0001 and must be "occurrence" based rather than "claims -made." (ii) Such Commercial General Liability Insurance shall name the CFE Fund, together with their officials and employees, as additional insureds with coverage at least as broad as the most recently issued ISO Form CG 20 10. (iii)The Grantee shall ensure that the Grantee, and any Vendor or sub -Vendor, to the extent applicable, adds the CFE Fund and the Grantee (as applicable), together with their officials and employees, as additional insureds under all Commercial General Liability Insurance policies obtained by a sub -Vendor covering work performed by such sub -Vendor under this Agreement with coverage at least as broad as the most recently issued ISO Form CG 20 26. (c) Professional Liability Insurance. (i) The Grantee shall ensure that if the Grantee and any Vendor provides professional services pursuant to this Agreement for which professional liability insurance is reasonably commercially available, the Grantee and any Vendor shall maintain and submit evidence of Professional Liability Insurance appropriate to the type(s) of such services to be provided under this Agreement in the amount of at least One Million Dollars ($1,000,000) per claim. The policy or policies shall include an endorsement to cover the liability assumed by the Grantee and any Vendor under this Agreement arising out of the negligent performance of professional services or caused by an error, omission or negligent act of the Grantee and any Vendor or anyone employed by the Grantee and any Vendor. (ii) The Grantee shall ensure that all sub -Vendors of the Vendor providing professional services under this Agreement for which Professional Liability Insurance is reasonably commercially available shall also maintain such insurance in the amount of at least One .Million Dollars ($1,000,000) per claim, and the Vendor shall provide to the Grantee, at the time of the request for sub - Vendor approval, evidence of such Professional Liability Insurance on forms acceptable to the CFE Fund and the Grantee. (iii)Claims-made policies will be accepted for Professional Liability Insurance. All such policies shall have an extended reporting period option or automatic coverage of not less than two (2) years. If available as an option, the Grantee shall ensure that the Grantee and any Vendor shall purchase extended reporting period coverage effective on cancellation or termination of such insurance 8 unless a new policy is secured with a retroactive date, including at least the last policy year. (d) Workers' Compensation, Disability Benefits, and Employer's Liability Insurance. The Grantee shall ensure that the Grantee and any Vendor shall maintain, and ensure that each sub -Vendor maintains, Workers' Compensation Insurance, Disability Benefits Insurance, and Employer's Liability Insurance in accordance with the laws of the State of Florida on behalf of, or with regard to, all employees providing services under this Agreement; provided, that the requirements in this clause may be waived if determined inapplicable and/or unnecessary as evidenced in prior written approval obtained from the CFE Fund and the Grantee. (e) Unemployment Insurance. To the extent required by law, the Grantee shall ensure that the Grantee and any Vendor shall provide Unemployment Insurance for its employees. (f) Business Automobile Liability Insurance. (i) If vehicles are used in the provision of services under this Agreement, then the Grantee shall ensure that the Grantee and any Vendor shall maintain Business Automobile Liability insurance in the amount of at least One Million Dollars ($1,000,000) each accident combined single limit for liability arising out of ownership, maintenance or use of any owned, non - owned, or hired vehicles to be used in connection with this Agreement. Coverage shall be at least as broad as ISO Form CA0001, ed. 10/01. (ii) If vehicles are used for transporting hazardous materials, the Business Automobile Liability Insurance shall be endorsed to provide pollution liability broadened coverage for covered vehicles (endorsement CA 99 48) as well as proof of MCS -90. (g) Cyber Liability Insurance. Without limiting any of the obligations or liabilities of the Grantee and any Vendor, the Grantee shall ensure that the Grantee and any Vendor shall carry and maintain, at its own expense including any applicable deductibles or retentions, as long as respective, applicable statute(s) of limitation or repose are in effect relating to the specific purposes of this Agreement, insurance policies of the kind and limits listed below and with insurers with an A.M. Best's Rating of not less than A -VII at all times. Accordingly, the Grantee shall ensure that the Grantee and any Vendor will maintain the following insurance requirements: Cyber Liability insurance with limits of not less than One Million Dollars ($1,000,000) for each occurrence and an annual aggregate of One Million Dollars ($1,000,000) covering claims involving privacy violations, information theft, damage to or destruction of electronic information, intentional and/or unintentional release of private information, alteration of electronic information, extortion and network security. Such coverage is required only if any products and/or services related to information technology (including hardware and/or software) are provided pursuant to this Agreement and for claims involving any services for which Grantee and any Vendor is engaged in connection with this Agreement with Insured for such length of time as necessary to cover any and all claims; provided, that the requirements in this clause may be waived if determined inapplicable and/or unnecessary as evidenced in prior written approval obtained from the CFE Fund and the Grantee. (h) General Requirements for Insurance Coverage and Policies. (i) All required insurance policies shall be maintained with companies that may lawfully issue the required policy and have an A.M. Best rating of at least A -VII or a Standard and Poor's rating of at least A, unless prior written approval is obtained from the CFE Fund and the Grantee. (ii) All insurance policies shall be primary (and non-contributing) to any insurance or self-insurance maintained by the CFE Fund or the Grantee. (iii) The Grantee and any Vendor shall be solely responsible for the payment of all premiums for all required insurance policies and all deductibles or self- insured retentions to which such policies are subject, whether or not the CFE Fund and the Grantee are insureds under the policy. (iv) There shall be no self-insurance program with regard to any insurance required under this Section unless approved in writing by the CFE Fund and described in Exhibit F (the "Self -Insurance"); provided, that such approval may be evidenced by execution of this Agreement by the CFE Fund. Any such self-insurance program shall provide the CFE Fund and the Grantee with all rights and benefits that would be provided by traditional insurance required under this Section, including but not limited to the defense obligations that insurers are required to undertake in liability policies. (v) The limits of coverage for all types of insurance required under this Section shall be the greater of (i) the minimum limits set forth in this Section or (ii) the limits provided to the Grantee and any Vendor as named insured under all primary, excess and umbrella policies of that type of coverage. (vi) All insurance policies required pursuant to subsections (b) and (c) above shall contain an endorsement substantially in the form as follows; "This policy may not be cancelled, terminated, modified or changed for any reason other than non-payment unless thirty (30) days prior written notice is sent by the insurance company to the named insured, the CFE Fund, and to Grantee. For non-payment, at least ten (10) days written notice must be provided." 10 (i) Proof of Insurance. (i) For Workers' Compensation Insurance, Disability Benefits Insurance, and Employer's Liability Insurance, the Grantee shall ensure that the Grantee and any Vendor shall file one of the following within ten (10) days of execution of this Agreement. ACORD forms are not acceptable proof of workers' compensation coverage; (A) C-105.2 Certificate of Workers' Compensation Insurance; (B) U-26.3 -- State Insurance Fund Certificate of Workers' Compensation Insurance; (C) Request for WC/DB Exemption (Form CE -200); (D) Equivalent or successor forms used by the New York State Workers' Compensation Board; or (E) Other proof of insurance in a form acceptable to the CFE Fund and the Grantee. (ii) For each policy required under this Agreement, except for Workers' Compensation Insurance, Disability Benefits Insurance, Employer's Liability Insurance, and Unemployment Insurance, the Grantee and any Vendor shall file a Certificate of Insurance with the Grantee and the CFE Fund (as applicable) within ten (10) days of execution of this Agreement. All Certificates of Insurance shall be in a form acceptable to the CFE Fund and the Grantee and certify the issuance and effectiveness of such policies of insurance, each with the specified minimum limits and evidence of the compliance with the Additional Insured provisions of this Section, if applicable. All Certificate(s) of Insurance shall be accompanied by either a duly executed "Certification by Broker" in the form attached to this Agreement or copies of all policies referenced in the Certificate of Insurance. If complete policies have not yet been issued, binders are acceptable, until such time as the complete policies have been issued, at which time such policies shall be submitted. (iii) Certificates of Insurance confirming renewals of insurance shall be submitted to the Grantee prior to the expiration date of coverage of policies required under this Section. Such Certificates of Insurance shall comply with the requirements of subsections (h)(i) and (h)(ii) above, as applicable. (iv) The Grantee and any Vendor shall provide the CFE Fund and the Grantee with a copy of any policy required under this Section upon the demand for such policy by the CFE Fund or the Grantee. (v) Acceptance by the CFE Fund and the Grantee of a certificate or a policy does not excuse the Grantee and any Vendor from maintaining policies consistent with all provisions of this Section (and ensuring that sub -Vendors maintain such policies) or from any liability arising from its failure to do so. 0) Miscellaneous. (i) Where notice of loss, damage, occurrence, accident, claim or suit is required under a policy maintained in accordance with this Section, the Grantee shall ensure that the Grantee and any Vendor shall notify in writing all insurance carriers that issued potentially responsive policies of any such event relating to any operations under this Agreement (including notice to Commercial General Liability Insurance carriers for events relating to the Grantee and any Vendor's own employees) no later than twenty (20) days after such event. Such notice shall be in substantially the following form and specify that "this notice is being given on behalf of the CFE Fund and the Grantee as additional insureds as well as the named insured." Such notice shall also contain the following information: the number of the insurance policy, the name of the named insured, the date and location of the damage, occurrence, or accident, and the identity of the persons or things injured, damaged or lost. The Grantee and any Vendor shall simultaneously send a copy of such notice to the CFE Fund and to the Grantee. (ii) The Grantee and any Vendor's failure to maintain any of the insurance required by this Section shall constitute a material breach of this Agreement. Such breach shall not be waived or otherwise excused by any action or inaction by the CFE Fund or the Grantee at any time. The Grantee shall be responsible for notifying the CFE Fund of any such failure by the Grantee and any Vendor to maintain any of the insurance required by this Section. Upon such notification, the CFE Fund and the Grantee shall have no further obligation to honor any invoice submitted by such Grantee and any Vendor. (iii) Insurance coverage in the minimum amounts required in this Section shall not relieve the Grantee and any Vendor or its sub -Vendors of any liability under this Agreement, nor shall it preclude the CFE Fund from exercising any rights or taking such other actions as are available to it under any other provisions of this Agreement or law. (iv) The Grantee and any Vendor waives all rights against the CFE Fund or the Grantee, including its officials and employees for any damages or losses that are covered under any insurance required under this Section (whether or not such insurance is actually procured or claims are paid thereunder) or any other insurance applicable to the operations of the Grantee and any Vendor and/or its sub -Vendors in the performance of this Agreement. 12 9. Indemnification. The parties agree and acknowledge that as a municipal corporation of the State of Florida, Grantee is subject to the sovereign immunity provisions of the laws of the State of Florida. The parties further agree and acknowledge that the CFE Fund shall not indemnify, and has no duty or obligation to indemnify, the Grantee and any Vendor or sub -Vendor in connection with this Agreement. 10. Public Records Laws (a) This Grant is subject to Chapter 119 of the Florida Statutes (the "Florida Public Records Law"). The CFE Fund understands that the public shall have access, at all reasonable times, to all documents and information pertaining to this Agreement, subject to the Florida Public Records Law. The parties shall specifically require all Vendors and/or sub -Vendors to comply with this paragraph. (b) The parties shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (i) keep and maintain public records required by the Grantee to perform under this Agreement; (ii) upon request from the Grantee's custodian of public records, provide the Grantee with a copy of the requested records or allow the records to be inspected within a reasonable time at a cost that does not exceed the cost provided for in Chapter 119, or otherwise provided by law; (iii) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the Agreement term and following completion of this Agreement if the CFE Fund does not transfer the records to the Grantee; and (iv) provide to the Grantee all electronically stored public records, upon request from the Grantee's custodian of public records, in a format compatible with the Grantee's information technology systems. (c) Upon completion of this Agreement, transfer, at no cost, to the Grantee all public records in possession of the CFE Fund or keep and maintain public records required by the Grantee to perform under this Agreement. If the CFE Fund transfers all public records to the Grantee upon completion of this Agreement, the CFE Fund shall destroy any duplicate public records that are exempt or confidential and exempt from disclosure requirements. If the CFE Fund keeps and maintains public records upon completion of this Agreement, the CFE Fund shall meet all applicable requirements for retaining public records. (d) The CFE Fund shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of this Agreement. (e) Notwithstanding any other provision to the contrary in this Section 10, the Grantee shall, prior to the release of any public records relating to this Agreement pursuant to the Florida Public Records Law: 13 (i) provide written notice to the CFE Fund within three (3) business days of receipt by the Grantee of a request of public records relating to this Agreement pursuant to the Florida Public Records Act; provided, that such notice shall include a copy of the relevant records request; and (ii) obtain written response from the CFE Fund with respect to such notice containing either (A) a notice of approval, in which case the public records requested may be released or (B) a notice of intent to dispute, in which case no records may be released until such dispute has reached final legal adjudication. (f) Should the CFE Fund determine to dispute any public access provision required by Florida Public Records Law, then the CFE Fund shall do so at its own expense and at no cost to the Grantee. IF THE CFE FUND HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CFE FUND'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE DIVISION OF PUBLIC RECORDS AT (305) 416-1800, VIA EMAIL AT PUBLICRECORDS(a,MIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 S.W. 2ND AVENUE, 9TH FL, MIAMI, FL 33130. THE CFE FUND MAY ALSO CONTACT THE RECORDS CUSTODIAN AT THE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS AGREEMENT. 11. Non -Impairment of Charitable Status. The Grantee covenants and agrees that it shall take no action, omit to take any action, or engage in any activity that could impair or endanger, either directly or indirectly, the CFE Fund's exempt status under the Internal Revenue Code, or which could hinder the CFE Fund's ability to fulfill its charitable mission. 12. Confidentiality. All reports, information or data furnished to or to be prepared or assembled under this Agreement are to be held confidential, unless otherwise herein provided (including, without limitation, the terms and conditions set forth in Section 7(e) and the Scope of Work) or subject to disclosure by law. 12. Non -Assignability. The Municipal Grantee shall not assign, transfer, subcontract, convey or otherwise dispose of this Agreement or of its rights, obligations, responsibilities or duties hereunder, either in whole or in part, without the prior written consent of the CFE Fund. 14 13. Compliance with Anti -Discrimination Rules. In its use of Grant funds provided by the CFE Fund, and in the course of all development, marketing and operation activities, the Municipal Grantee shall fully comply with all applicable federal, state, local (and any other governmental), anti -discrimination laws, executive orders, rules and regulations. 14. Severability of Provisions. Each provision of this Agreement shall be considered severable and if for any reason any provision or provisions herein are determined to be invalid, unenforceable or illegal under any existing or future law, such invalidity, unenforceability or illegality shall not impair the operation of or affect those portions of this Agreement which are valid, enforceable and legal. 15. Entire Agreement. This Agreement contains the entire understanding between the parties hereto with respect to the subject matter of this Agreement and replaces and supersedes all prior agreements and understandings of the parties. This Agreement may be amended or modified only by a writing executed by the parties hereto. 16. Binding Agreement. Notwithstanding any other provision of this Agreement, the parties agree that this Agreement constitutes a legal, valid and binding agreement of each party, and is enforceable against each party in accordance with its terms. 17. Governing Law. AS A FLORIDA MUNICIPAL CORPORATION, GRANTEE IS BOUND BY THE STATE OF FLORIDA. AS A DELAWARE NON -STOCK, NON-PROFIT CORPORATION, CFE FUND IS BOUND BY THE LAWS OF THE STATE OF DELAWARE. THIS AGREEMENT SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF NEW YORK, WITHOUT GIVING EFFECT TO THE CONFLICT OF LAWS PROVISIONS THEREOF. 18. Submission to Jurisdiction; Service of Process. (a) EACH OF THE PARTIES HERETO HEREBY IRREVOCABLY AND UNCONDITIONALLY SUBMITS, FOR ITSELF AND ITS PROPERTY, TO THE NON-EXCLUSIVE JURISDICTION OF THE SUPREME COURT OF THE STATE OF NEW YORI{ SITTING IN THE BOROUGH OF MANHATTAN IN THE CITY OF NEW YORK AND OF THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF NEW YORK SITTING IN THE BOROUGH OF MANHATTAN IN THE CITY OF NEW YORK, AND ANY APPELLATE COURT FROM ANY THEREOF, IN ANY ACTION OR PROCEEDING ARISING OUT OF OR RELATING TO THIS AGREEMENT, 15 AND IIEREBY IRREVOCABLY AGREES THAT ALL CLAIMS IN RESPECT OF SUCH ACTION OR PROCEEDING MAY BE HEARD AND DETERMINED IN SUCH NEW YORK STATE OR FEDERAL COURT. THE PARTIES HERETO HEREBY IRREVOCABLY WAIVE ANY OBJECTION, INCLUDING ANY OBJECTION TO TIIE LAYING OF VENUE OR BASED ON THE GROUNDS OF FORUM NON CONVENIENS, THAT ANY OF THEM MAY NOW OR HEREAFTER HAVE TO THE BRINGING OF ANY SUCH ACTION OR PROCEEDING IN SUCH RESPECTIVE JURISDICTIONS. EACH PARTY TO THIS AGREEMENT AGREES THAT A FINAL JUDGMENT IN ANY ACTION OR PROCEEDING WILL BE CONCLUSIVE AND MAY BE ENFORCED IN OTHER JURISDICTIONS BY SUIT ON THE JUDGMENT OR IN ANY OTHER MANNER PROVIDED BY LAW. (b) EACH PARTY TO THIS AGREEMENT IRREVOCABLY CONSENTS TO THE SERVICE OF THE SUMMONS AND COMPLAINT AND ANY OTHER PROCESS IN ANY OTHER ACTION OR PROCEEDING RELATING TO THE TRANSACTIONS CONTEMPLATED HEREBY, ON BEHALF OF ITSELF OR ITS PROPERTY, BY PERSONAL DELIVERY OF COPIES OF SUCH PROCESS TO SUCH PARTY, NOTHING CONTAINED IN THIS SECTION 17 WILL AFFECT THE RIGHT OF ANY PARTY TO SERVE PROCESS IN ANY OTHER MANNER PERMITTED BY LAW OR COMMENCE LEGAL PROCEEDINGS OR OTHERWISE PROCEED AGAINST ANY OTHER PARTY IN ANY OTHER JURISDICTION. 19. Waiver of Jury Trial. EACH OF THE PARTIES HERETO HEREBY EXPRESSLY AND IRREVOCABLY RELEASES, WAIVES AND RELINQUISHES ANY AND ALL RIGHTS TO TRIAL BY JURY IN ANY CLAIM, DEMAND, ACTION, SUIT, PROCEEDING OR CAUSE OF ACTION IN WHICH ANY OF THEM ARE PARTIES, WHICH IN ANY WAY (DIRECTLY OR INDIRECTLY) ARISES OUT OF, RESULTS FROM OR RELATES TO ANY OF THE FOLLOWING, IN EACH CASE WHETHER NOW EXISTING OR HEREAFTER ARISING AND WHETHER BASED ON CONTRACT OR TORT OR ANY OTHER LEGAL BASIS: (1) THIS AGREEMENT; (II) ANY PAST, PRESENT OR FUTURE ACT, OMISSION, CONDUCT OR ACTIVITY WITH RESPECT TO THIS AGREEMENT; (III) ANY TRANSACTION, EVENT OR OCCURRENCE CONTEMPLATED BY THIS AGREEMENT; (IV) THE PERFORMANCE OF ANY OBLIGATION OR THE EXERCISE OF ANY RIGHT UNDER THIS AGREEMENT; AND (V) THE ENFORCEMENT OF THIS AGREEMENT. EACH OF THE PARTIES HERETO HEREBY FURTHER AGREES TIIAT THIS AGREEMENT CONSTITUTES ITS WRITTEN CONSENT THAT TRIAL BY JURY WILL BE WAIVED IN ANY SUCH CLAIM, DEMAND, ACTION, SUIT, PROCEEDING OR OTHER CAUSE OF ACTION AND AGREES THAT EACH OF THEM WILL HAVE THE RIGHT AT ANY TIME TO FILE THIS AGREEMENT WITH THE CLERK OR JUDGE OF ANY COURT IN WHICH ANY SUCH CLAIM, DEMAND, ACTION, SUIT, PROCEEDING OR OTHER CAUSE OF ACTION MAY BE PENDING AS WRITTEN CONSENT TO WAIVER OF TRIAL BY JURY. 16 19. Each Party Bears Own Costs. Each party shall bear its own attorneys' fees, costs, and expenses, including by not limited to those fees, costs, and expenses of paralegals, other professionals, experts, and courts. 20. Amendment. The CPE Fund shall consider, but is not obligated to agree to, requests by the Grantee to amend the terms of this Agreement. Amendments to this Agreement shall be made only after (i) the CFE Fund has received written request from the Grantee stating the nature of the amendment request, and (ii) the applicable authorized representative of the CFE Fund has executed a written agreement describing the terms of the amendment. The City Manager is the Grantee's authorized representative pursuant to Miami City Commission Resolution No. 18-0216 adopted May 24, 2017, a copy of which is attached and incorporated. 21. Counterparts. This Agreement may be executed in any number of counterparts, including by facsimile or other electronic means of communication, each of which shall be deemed an original of this Agreement and all of which together shall constitute one and the same instrument. 22. Notices. Any notices required to be delivered hereunder shall be in writing and personally delivered, mailed or sent by electronic mail, telefacsimile or other similar form of rapid transmission, and shall be deemed to have been duly given upon receipt (a) at the respective party's address listed on Exhibit D - Notices or (b) at such other address as may be designated by written notice to the other party. 17 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be duly executed by their respective officers as of the day and year first above written. CITIES FOR FINANCIAL EMPOWERMENT FUND, INC. Date: CITY OF MIAMI, a municipal Corporation of the State of Florida Emilio T. Gonzalez City Manager Date: APPROVED AS TO INSURANCE REQUIREMENTS Ann -Marie Sharpe Date: Risk Management Name: Jonathan Mintz Title: President and Chief Executive Officer ATTEST: Todd Hannon City Cleric Date: APPROVED AS TO FORM AND CORRECTNESS: Victoria Mendez City Attorney Date: 18 Exhibit A Scone of Work 1. Core Elements of Summer Jobs Connect. The City of Miami will be responsible for: a) Identifying and tracking up to 100 job slots funded under this initiative within their operating SYEP youth employment program. b) Using these funds to expand their existing Summer Youth Employment and Financial Empowerment Program to other work sites within the City of Miami. c) Working closely with financial institution partners to make at least one safe/affordable financial product available to the vast majority of all SYEP participants. SYEP program touch points should be designed to integrate account enrollment and direct deposit of payroll. d) Innovation Fund activities include, but are not limited to: Providing multiple one-on-one financial counseling sessions to SYEP participants by Financial Empowerment Center counselors, working with the DMV to offer ID creation at the point of bank account enrollment, providing incentives to youth to promote direct deposit, seeking additional funding for program to expand including sites outside of city's departmental sites, and integrating payroll options for the expansion. e) Actively participating in the CFE Fund's research and learning community efforts. f) Potentially facilitating and participating in the CFE Fund's site visit during the summer. g) Supporting CFE Fund communications efforts promoting the SJC initiative. Preparing and submitting timely reports and billing. 2. Summer Employment. The Grantee will use the CFE Fund grant to fund a total of up to 100 SYEP slots to low- and moderate -income youth. The CFE Fund will provide funding to support these job opportunities, which includes both wages and program administration costs and the use of a staffing agency for the added job slots and work sites. Funds may only be used to pay participants who are employed at: • Nonprofit entities or governmental institutions, or • Employers that are for-profit companies but do not have the financial resources (such as micro- or small businesses). 3. Banking Access The City of Miami will build upon its successes from years 1-4 to help more SYEP participants access and use direct deposit, monitoring closely the quality of accounts offered to youth, advising Exhibit A the Parks and Recreation summer workforce program about how to advise its temporary employees about banking and direct deposit options. The City will implement banking access into SYEP by: • Providing resources at the orientations of all City SYEPs—coordinating with the SJC program manager, financial empowerment counselors, financial institution partners, and department of motor vehicles, to make sure that all youth are provided the opportunity to open and utilize appropriate bank products. The DMV will set up a mobile on-site ID registration at the orientations. • Educating youth during orientation on the benefits of being banked and the pros and cons of a variety of bank accounts, ranging from national banks to local credit unions. 4. Financial Empowerment Innovation Fund The CFE Fund will provide support towards the Grantee's financial empowerment program. • Conduct two one-on-one sessions with each youth participant. After the SYEP's close at the end of summer 2018, the counselors will follow-up with each youth client multiple times either through in-person sessions or via email or phone. The counselors will complete an individualized coaching assessment of each youth participant after each session to document data and track outcomes. The counselors will focus on assisting youth to develop a regular saving practice and assist with productive money management behaviors. • Provide incentives to encourage savings. All youth who agree to participate in the savings incentive for 6 months will receive a $25 gift card. The City will track to see if the desired income of increased savings is realized. • Leverage existing funding to attract new funders to expand SPEP, which includes adding new sites beyond the City's departmental sites, with a goal of employing 225 young people. • Investigate payroll options for expanded program. • Enhance and centralize the application system. Evaluation The Municipal Grantee and Organizational Grantee must identify, track, and report on youth occupying the jobs slots funded by CFE Fund. The Grantee and its vendors will also document progress towards the outcomes as structured in Exhibit C—Reporting 6. Learning Community The CFE Fund expects full participation and attendance of both workforce and financial empowerment partners (or their designees as applicable) at learning community gatherings and phone calls for SJC grantees, including attendance at two in-person meetings held in the spring and in the fall of 2018. Municipal Grantee and Organizational Grantee will respond to requests Exhibit A from CFE Fund to share best practices with other Program Grantees. The CFE Fund also will have monthly, one-on-one check-in calls with each grantee city. 7. Media, Public Relations and Volunteerism Grantee will document the success of the program, focusing on financial empowerment achievements, throughout the year to communicate the progress and impact of SJC. To do so, the CFE Fund will compile data and stories from all of the participating cities. To prepare for both planned and ad hoc communication opportunities, Grantee will be expected to prepare and provide content to the CFE Fund that includes, but is not limited to: Social media participation: Youth ambassadors, along with the more general group of SJC participants will also be asked to share their thoughts on Twitter, using the hashtag #SummerJobsConnect and their city program's Twitter handle. Social media campaign: The CFE Fund will work with city partners to create content for a Twitter campaign that has both a city/program partner element and a youth voices element. City and program partners will be asked to participate in the campaign through their own programmatic Twitter, and will also be asked to promote youth participation in CFE Fund social media contests and activities. o City partner campaign.: Cities and program partners will be asked to post content on Twitter weekly; if partners also have Instagram, they can use these channels as well. The CFE Fund will provide a social media calendar with sample tweets, but partners should also be prepared to create and post original content. All posts should use the #SummerJobsConnect hashtag. o Participant Campaign: Throughout the summer, the CFE Fund will run a number of incentivized contests where youth will be rewarded for sharing what SJC success has meant to them over Twitter. City partners are responsible for disseminating CFE Fund information about these contests and regularly encouraging participation in contests; city partners should also ensure that participants understand contests guidelines and requirements. City partners may choose to identify a cohort of Ambassadors who are encouraged to share social media content regularly, both for CFE Fund contests and independently. The Grantee will facilitate a City Leadership Communications Plan; in which the municipal partner will engage the Mayor in highlighting Summer Jobs Connect efforts, including in acknowledging the partnership and support received from the Citi Foundation and the CFE Fund. Grantee will engage in the following communications and marketing efforts, and share opportunities with CFE staff providing enough lead time to adequately ensure that Citi Foundation and CFE Fund can appropriately respond to request for staffing or quotes. City Leadership Communications Plan will include: • Disseminating a press release, before or during the summer on or about the week of June 1 I'll, 2018, that acknowledges Citi Foundation and CFE Fund partnership, and includes a quote from Citi Foundation. The press release should come from the Mayor/Mayor's Office. (required) Exhibit A Tweeting (required) a couple of times over the summer about Summer Jobs Connect, using the #SummerJobsConnect hashtag to: ■ Acknowledge @Citi Foundation for their support of the program, and ■ Reference/amplify the CFE Fund's Summer Jobs Connect Youth Voices Twitter campaign. In addition, ONE or MORE of the following must also be included in the Grantee's city leadership communications plan: (required) o Holding a Mayoral press conference, or other event where on or about the week of August 10"', whereby Citi Foundation's support is acknowledged and a Citi representative has a speaking role. ■ If Summer Jobs Connect and the Citi Foundation's partnership will be recognized at otherwise organized mayoral events (thank you events, award presentations, summer kickoffs, etc), there should be an opportunity for a Citi Foundation representative to deliver remarks, and the CFE Fund must be given sufficient advance notice to identify the appropriate representative. ■ Cities must provide at least two weeks of advanced notice so Citi can identify an appropriate staff member to attend, and must coordinate with the Kelsey Bradley from CFE Fund (kbradlex(a�cfefund.org) on event logistics in advance. o Publish a blog post or an op-ed about the SPEP, including a reference to Citi Foundation's support o Create a dedicated video or other media piece that recognizes Citi Foundation support, and sharing it on Mayor's and other City social media channels. o Create a photo opportunity for the Mayor, a representative from Citi, and SJC participants that can be shared with the CFE Fund and Citi Foundation and posted it on the Mayor's and other City social media accounts. ■ Ideally, this photo would be contextualized as SJC by perhaps taking place at a job site or other relevant location. ■ The photo opportunity may occur during a press conference that takes place at the beginning of the summer, and may be an opportunity to present a "big check." In addition, SJC grantees are expected to participate in and support CFE Fund and Citi Foundation communications and marketing opportunities, including but not limited to: Press Office contact: By March 22, cities must identify a contact in the Mayor's Press Office or other appropriate office who can coordinate with CFE Fund staff when press inquiries arise. Contact information should be sent to Kelsey Bradley, kbradleygcfefund.org. Logos: Please add Citi Foundation logo liberally and send photos or links to uses of Citi logo to Kelsey Bradley at the CFE Fund. Note that the Citi Foundation requires that any grant recipient using Citi's logo on any collateral, including websites, will complete a Logo Consent Form, which will be provided by the CFE Fund. Exhibit A Exhibit B Grantee Budget Cities for FItl NANCIAL EMPOWERMENT Fund City Name: City of Miami L_j I U I AL rKu F05AL ZP341'DVV EXHIBIT B # Slots Total Cost per Slot/Per Total Budget Summer Youth employment Payroll Costs for Participant Slots 1001 $2,599 $259,875 Fringe benefits 100 $401 $40,093 ,Background screening 100 $30 $3,007 Administrative Costs for Participant Slots 100 $483 $48,300 Total employment proposal $351,275 Financial Empowerment Innovation E Fund Proposal Financial Coach $5,000 Program Supplies $1,100 ITransportation $10,125 Total Innovation Fund Proposal $16,225 - — — : --- --- 1— L_j I U I AL rKu F05AL ZP341'DVV EXHIBIT B Rxhihit C Reporting The Municipal Grantee is responsible for submitting progress reports using the CFE Fund's online grant portal. Financial Reporting The CFE Fund requires financial documentation of expenses paid for Summer Jobs Connect corresponding to the Municipal Grantee budget. ProL,ram Reports The CFE Fund will assign semi-annual program reports to track progress towards grant objectives and understand local Summer Jobs Connect accomplishments, challenges, and lessons learned. An overall Program budget, will also be expected. A total of two Program Reports will be completed throughout the Grant term. The interim report is due on July 24, 2018, and the final report is due on October 16, 2018. Outcomes to be tracked include the following: EXHIBIT C Exhibit D Notices Cities for Financial Empowerment Fund, Inc. I-Hsing Sun Chief Program Officer Cities for Financial Empowerment Fund, Inc. 44 Wall Street, Suite 605 New York, NY 10005 (646) 362-1634 isun@cfefund.org Municipal Grantee Lillian P. Blondet Director Office of Grants Administration City of Miami 444 SW 2nd Avenue, 5th Floor, Miami FL 33130 305-416-1536 LBIondet@miamigov.com EXHIBIT D Exhibit E Citi Foundation Marketing Guidelines EXHIBIT E Citi Foundation Logo Lock lip Giaide!ines Version 1.4 October 12, 2012 Citi cmnm"u��n �n LzxunStanda.rds 3 C;flFounUa-tkmLogoLockUpVe,sions 4 [idFoundationLogoLnckUp—Lega|LegendUse � FoundaUonLogoLockUp[o|nrVaAaUuns 6 [it|FnundaUonLogoLocKUpDackqrounds 7 C|L|rovndat|nnLogoLocxUpClear spaceangsi7mg 8 [itiFoundationExamp|es 9 [|tiFou ndat|nnLogoLoc kUp—|ncorrectUse lO UsabU|ty[onsigerat\onsforCoiurDUndAuU)ences l� [lh|ca|5tangards�orenandCommun|caUons lZ Add�inns|Resoorces �����/�m,mm������=x�����°"��*n����� ���m���*�w���"�m�=�"*m"m*m"o���p�:a�=�����m��o��=ams��m�m� Citi Foundation Logo Lock unaandaou Citi Foundation Logo Lock Up Versions The Citi Foundation logo lock upisthe core brand e|ementinour visue|system. When we usenur|og000rrect|yand consistenUy,we reinforce our commitment tostr*ngtxening oorb,an? Weala help our cu/rentand future clients pecoqn|zeusmore easily and trust Mat we am unified. The Citi FouncaUonlogo lock upiscomprised oxtheword mak Citi nzundationalong with the CT Am Design mark. The Citi and ArcDesiqn mark isaregistered service markofcitigrnup Inc. Therefore, certain applications require the registration symbol 'asexplained atright. When ugngthe Citi Foundation logo lock up at extremely Iargeorextremely small sizes, the regidraUonsymbol might becomeeither too prominent oriUegib|e|nthese situations, visuMy ajust the symbol. The symboNay be removed when A is too small to be legible. The registration symbol should always appear tothe right oxand aligned tnthe base oYthe Red Arc asshown attop right hAasterartwork bavailable Lketprovides theregistration symbol in fixed size and position. Logo with registrMionsymbol Use muconfigwaoonon: ' warket/nupro. wtmnaland ouvemsmoMU/a/s ' websites ' PavverPomtoreamaunn' oumunuau^ri ' sma*sogoumov, logo to vn au,e0s.nn5,nmus) ' Social Media MoDile Logo without reg[strat'ion symbol Use this configuration on: ' snUmnery ' au/m/no`ipaq ' Large-saedoulmloor aWmsnn*4,m/mordw 'n,/ews/nvcommeo/a/s ` prommnna/"Ms (en'meoxonm,) C~t~ [�` d t' onmunu bomname /�~�~ ��U���H�� oumum�mnname �~'�' " �~~�^ '�����`�' ^ CYFamclamm �Ed Arc hap, lock up t I------ cu/name nm Bwdm".N A b=&MVWcMo= Ccnfl�,tial.For in-emal, °,crove*"g°"a=mappo.d Ncenwe "=m,*uWonxZz01z T!�,"Se*°mm"ds°u^�irate"""pe.m"repmie~enulaig,out neom^0SMA pmcxaw�US^^°"dh°=umu,°xn�w"�" Ad Arc — e�/��tmo�M�/S�rs�am|�wuxt�n�^���I,—' CHI nam, /�~�~ ��U���H�� oumum�mnname �~'�' " �~~�^ '�����`�' ^ CYFamclamm �Ed Arc hap, lock up t I------ cu/name nm Bwdm".N A b=&MVWcMo= Ccnfl�,tial.For in-emal, °,crove*"g°"a=mappo.d Ncenwe "=m,*uWonxZz01z T!�,"Se*°mm"ds°u^�irate"""pe.m"repmie~enulaig,out neom^0SMA pmcxaw�US^^°"dh°=umu,°xn�w"�" Citi Foundation - Logo Lock Up Standards Citi Foundation Logo Lock Up — Legal Legend Use A copyright notice and a trademark attribution need to appear on all materials that include our logo lock up. The standard language for these statements is listed below. Copyright notice: 23xy Citi Foundation. All rights reserved. -rademark attribution for the marks used in the Citi Foundation logo lock up: CQ and Cit and Arc losign are Fegistered service marks of Citigrojp Inc. The examples at right demonstrate proper use and placement of the legal legend. Note: in the copyright notte, the year that the wark 4 cnawd must l -,e swustituted for the and the business enaitv- that created r --on-m ssioned the vvork can ---e substAuted for 'cCiti Foundati n" The traden--a-k attribution should lista trademarks that appear in the specific comm-unicatic.n, it 'j'OU are not sure wheter a particlular mark is registered in m:,z----ket, or which entity is its owner, please cne:-k livith the Glebal Tradernark i-egal in Nleov York. Sample applications Cit! -dlt- 6-ti Womure buk cmer ......... .. Legal .e err ....... 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K UP �_'e ffiis va'im on wh Note: b.- .:es s;j --o d nn Hh E, ho u S dis D '0 bad Founds hi (g r Secondary color variations one- olor posifive loac lock L;;) - Use this loco vane- tor, or-, whi,e of Uqhft baclqro--- nds i& ­ ere 4eat rinG the `ull-rolo- ic.c s either not ooss'bie or One -color reverse logo lack ilp Use :hms logo variation on ark backgrounds whe. ­_ feaWrinc-- the U'l-colo- -ev-­_e logo ;S either not ooSs_b.e ol- no' des --Cd Mani WKIMHOM Citi Foundation V.s'; 8,and Cnirai a.: -.,3nd----r,t-A-`,c.t coir M lo,,f d--n-ial- For ._c . a-_P-oved azienc� artj' _ap.oprcived i ce-.ee :-se .,.d, 0,, ober 2, 20112 eh_�P a0 E?.'0-­e 0.�­ 1—dou' irt me Giciaal a1-'andPo' cv,, dm.usl bi3&e- by Sus.resses and 51coalFunc" Citi Foundation Logo Lock,unstandards C^4~ Foundation Logo Lock Up Backgrounds Always, place the logo |namanner that provides sufficient contrast |norder tnmaximize visibility and recognition. Accomplish this uv selecting the best logo color variation with a parhcu|arbacKgruund. Background contrast For full-color logos, the positive variation works bet onbackgrounds that are |ignterthan a2DY7-0 tint ofCiti Bl- e.The reverse variation works best onbackgrounds that are darker than a 4O%tint nfCiti Blue, oonot uxeeither cfthese logos unbackgrounds that are between ZD��- 4UYtCiti Blue indarxness- Forone-co|nr|ogos'theb|acxvar|aUonwmrks best onbackgrounds that are lighter than a 4O%tint ofblack- the wNtevariation works best unbackgrounds that are darker than a40g/0 Wto«U|acx. Weria|tvedments |nlimited situations, !tmay beappropriate to use nnateria|ireatmentm|tiscritical that the logo does not appear inacukarngherNed i: \n�manner consistent witnits environment 1g,etch the logo into meta| pen, rather than printing asilver |oqoor-to it)� Full-color reverse logo One -color wmRemnu oil too! on .-` Slind deboss or'! paper Etched into metal 40% -` FrcsteG adnesive or. glass Embossed into ieamer VM Bwd ANN w.u"&m^"m`"m cnmmemAnrmA,"s ap'°°*yen, arm Wp=edkmw"°=/,on"u,,Anz Rese stanjards e..-b=-fean specffic re=ireme.�*iam"mlnthe Gm*AEmu ,mkxmmm"*m."&"mom^,ah:wOemm wmoWKm"M"= Citi F3undatkon - Logo LoCX Up Standards 1 Citi Foundation Logo Lock Up Clear Space and Si:7 1n 9 it A importak to surround our logo with a Clear space healthy amount of breathing room - clear space - so A stancls out in our communication& Avoid AWayS maKtain at Nast ne placing any text or claphic elements within the rninin-urn clear space at right. designated clear space. Avoid placino amy text or gookal emmms wMN Th AdditionalM to ensure leg lbilitv', never scale Spam Whenever pwbY allow the logo smaller than the minimum size f. We sew space Man the rninimurn requirement, recommendation shown at lower right, NcAe: 'or information regarcling logo wear space vvnen placed vvithin a blue wave - ;sing sh, ipeF ree"o, page 15 of No dmument- Minimum size io ensure per wg*uns never she the %go smalin than 7pt, measned frorn Me height d Me Citi name. aux CAR (201 POUndation 010 J Cc Burdsm M Amdaon 7M A! W E--Cjtj' mox (A I Y two I %W I ORN VlW Bred Gant._. & bwdcmWUW=rn CwWrAWA, Kama apmvea ayn" and apormed Hcenee use wN 6naer VAM2 Moe stan.jarcs efabor--e Dn speuc renAmens MA Wt A, e Got BWd Qw-'. anc inust be aci,rered m b,,,., alf Businoses and GoDaiFuncfc-ns. Cit! Foundation - Logo Lock Up Standards Citi Foundation Examples Web M.ewa VMII 8 Press Release NewMeter Note: The Citi Fo ndation logo, 55 up Mut apear on all app iwah,ns that are expkitly connected to the Citi Foundation, keys wd wwormn wampes Amughom 44 dwyneni me o4v in dwarawe and Qd,we nmpuns Visit Brard Ce-n--ral at: brandcentraf,citi.corn am rof aM mw V"en= um Am Newy,y1h must be aawned on a CaanOwcave nNs. Contidesw Fu Atev ammm"genp as apmved kenwe me my octwer 2AM2 Mese stanuanelabo,ate m specific regWraments to out., hE Global Brand Poficy, an, must be adhered to bjv ah'Businesses and Giobai Functi-ons- Citi Foundation -I 1:129=oc� cc: ft 1 F WO WC WN sec -Business ca-ci M.ewa VMII 8 Press Release NewMeter Note: The Citi Fo ndation logo, 55 up Mut apear on all app iwah,ns that are expkitly connected to the Citi Foundation, keys wd wwormn wampes Amughom 44 dwyneni me o4v in dwarawe and Qd,we nmpuns Visit Brard Ce-n--ral at: brandcentraf,citi.corn am rof aM mw V"en= um Am Newy,y1h must be aawned on a CaanOwcave nNs. Contidesw Fu Atev ammm"genp as apmved kenwe me my octwer 2AM2 Mese stanuanelabo,ate m specific regWraments to out., hE Global Brand Poficy, an, must be adhered to bjv ah'Businesses and Giobai Functi-ons- F un.dation - Logo Lock U -Q Standarls Citi Foundation Logo Lock Up — Incorrect Use r rnit�� ways to ­ooar y use tlhe Grp _�-e 1. _U L -1 L. C:i' Founda"on 1cgo lock UP. Never all er the he -ogo ock uo artwork o, use it in a manner that -,e con'Has w,Lh th ­ nc:nles ncuL _C3 in tl.- prev,ous Pages. Disn, a-ve- a t are se' e- I -,x;;mp'_s of e Pi isuse of socio oCK up ar-wo-K. Keep. in mh.10 w consluer any mod-ir-tions, ot M ....'- pr ",ortio-a-e scaling, to be m'Sse. Note: Ahnialys Is r hl..l c, C i a ..a n o o a _r k -s ;�-e a,_-. Fo wn dcjwmo­� J a n d --- e P � ra', t .corn Citi Founda A Do not ase legacy artwork vari.-Lions. Do nor TO-a—e, Sti-e-Mi: skew ox mh-raisin dis�crt the 'o Lc'. Citi Founda t Do not Change �ne oositionincj of the Citi Found C11,111 41 Do not add drop shadows or other so,e_.albv eff -he '-,go- C irtli, Fo u n d a ur it not create new loco cclol-va,jabons, Citi Foundation T1 Do no* create Sockups w;th t Mie -ocjc. Citi Foundar' iDono, hance heDo;fliono�.ne reco-suFaHon sl.Vmbol. Do no: use �ne r2d a, C as an ve elemen 9 bundation Do not mod' v the name and C;- foao C:BCeMel`t Or Si7e .ela­onshm Citi Founda I t L Do not add maphic e_enrents tc- the.oqa. Do not use he red arc a. Dne. Do not fea:'ur-E -the logo on backgrounds -cr. f U_atPrcv;de'nsuf.'j'c ent -as• V.s.t Bran -P-'rp at! bra—cent—id-1,om �e­.�._ Fc..- j­erna% approv�'d aU-e:-cv 3.-,d apprveCicensee use onhv. C-cto-be-12. 202 Th_eSe skE.-:d�-r e.-bxjt_ On Sp Clf;c r_qu.t emp,_� iaid o.t in Me Glcbal f3r,.-d Po' :; i I - j. G ommmndann Logo ucxupsandsros When selecting miorfo- |nUaita|mega, cnnsiderthe breadth cif our augiencesarid aoyxm|tat/onsthat may|mpecttheir abiffy toeIec �e|y useourgigita|pmpert-es(e,g, myup|aorco|orbUndness_). Thespec0ca iono-oo|or,CibRed inthe a,c o�the [iti logo, U|ue wave gradient, aocent co|ons.l shou|d nut bes|tered inany weyto compenSate0ortheseaud'ence|imitaUonS. These |imi�a innssx:)u'd.howevoc|n0uence 'he wayinw:ichweapp|ycn|oranduUUze other devices impmveusaUiUtyfor txese aud|ences(e.g,hyper|inks'�n'eracU"ebuttnn states'etc,). Ustedat r|ghtaresevens| to keep |n mind *hen designlng fnr gita| media. Note:TheUsto-Icons;OeraUnnsa.r2-ntisnot emn­us�.vn­plea�uz�� -�jm���L�� nesearzhany}��us�tha�mavimpac�vou, 'comrb!muness ism:stcommonwassociawuwma peacr�,inabicuvtouutingulsh be.weenmammored and green and msome caseS,moeand veno=u/sex�mme/v ,a; -- that m/,-rblindness effec'Isaommvmua/sam/uvto m�oqn/zeColor mgene. / �� [�] Things that work well: ~[nsunethetco}nrbnotthenn|yvisua|cueusedtocnrnnnunicoteoninnporbantitern (e.g, provide and asterisk next to a nequined -field ratherthan just cn|nring the field name in red) or an interactive element 'e.g., 'include an underline for a h"i'Derlink to Signal interactivit\\ in addition to co|0ring thetexU� ` Use sty|e sheets to contru| co|n� when possib|�Th|s gives users theabi|dy to turn ofthesty|esheets'oroverridethernwiththeirown'tnachieveavisua|presentation -hat meets their needs. hsure -.1na' images have visual EmPaft — e-ven in a deSaturated sta. ^VVhenpossih|e.consulton|ine1oo/sorco|or-b|indperounstoeva|uatetheeffective Use ofColor within a particu|arepp|ication. Things to avoid: ^ Avoid p|adDgred and green orb|ueand yeUowtogether especiaUyfornavigation or irnport-nttex±elements. —hese colors may blend together for aco|orb|indperson' ^Donot ignore the isSue |faco|orChoice — made pur-_|y-or aesthetic purposes— negative/y(rnpactsfunct�nna|�tyfor cn\nrbUndpeop\e.consider a�ernativesolutionsCII a could re m ����w^nxMmrna an__­ov�d al­:nc,°�Ea-;rav�dmensec"se n��ma m=s­ndard"��r�5__""s�-­"fr -e=�faj..-fom*meo�ya����,=u=**,���m*,�v��e��u�am=u=� _itt 7ound--tion - Logo L o -K _^ Standards Ethical Standards for Brand Communications We „re ex rectec to derno..SLrate and de Iver ..- Brand Policy highest _evels of integrity and gao hudgYre^t i^ our LrrO-nd communisations. s responsibility �r r s If we Communicate usino ou- ..`and in .: .nnr - ,,,,. nan v ,late a.... ,- we r ?s^ darnagin ray: . vu.. epi nee , _ ,,( `ate•^ ae,,� Lffe bin ientj _ and errs 'ovees :hay are so c :_.ca[ p -. or anizatio-'s success. It .- para^ s in,a rro- - our oland ., throucm t..e use of _oUnd iudnment, and uhe-e- --e t ur hand cc':`C 1O.'iSC«3r`ed a rig l: are et:•m-c_ sla Titd. a-dls fSo ail i'_ dt. dvert`s`na; s cors market _ a,,d . orf":.ions. Nota i n t t _.Xhaus. _ _ subs'.Me e M obta .a;, recur_ _ :G .._ii t5ranc centra« at: „. a-.d�ent=ai.c'ti.cz;f-n integrity through ethical practices. It is Citi policy that our brand names, logos and any communications that include= our brand should not be used in connection with anything that could disparage, misrepresent or othervaVise hare, tarnish or d minlS h the reputation or goodwill 'associated it Citi. Bo ensure that our materials a -re o .a'n c w.. not .r..- ='e L 0C1; Do ensue claims are acc, at . @ rren...,basa__ on _ iden..e _...¢ -s v: rll ab P-_-sre that testi io;rals r endorsements are Il i enuf e. • e -if able. e.e:ant, ase he erso-a ei_, rience of L. - Do Do obtain aLditionai a ,prop• afrom fhe it' Globa`•: ing vel= tr e r v -ore ,reel„ to Use -,he vitE oac -on '_ ms or in `awls -t co c-• u31- t;a_ r_sks to b. ra u Esee = ,. „septa aPOIOVroce_S on pace . Do respeu _M Ei.ar s .. _r -nos of tner" iv a- 'calla -e in c ur m.a -ials; a manner cons`cz' 4^if;... an co`rac ua- ob iga.ions. Do not eatu-e our brand _r. aany t -.e of nY unfcations that : _dvo _ .rl i'o=' LTJ, �a�f;:ta_ e^ S; to .e...Js omo_es 1.ue ous, ue.arnw:tor-, o�cene; -nca- a jnter s. x ac-v-expl-cit or an.,eactsviles. FY Do not aHer, o rand w-th f - a Ne -al ea'm G t on C _ tle o. yr -tSor e s the sole .U ose of .,r,., n i , to promote fv-eac_ FX Do not align our brand od.- ac_.v hies tha. are ig"scus or poEticar t•� Mout senic. � Nrc._ ,in -e;.ucriri.. Mate on u. rwce, ethnicity, gender, r. cion, se>:uui o-Fe^tat;, , aae Do not Present ciai-t`s nj' ' ma}''.'; P a n unfair. in..om :.eLe -or r •J.eCUin �. Do not use teSim ni�.S o. endorsemer tJ .ria were given by persons °,v.. M'__ c1OmPe--sG-tec , `ther mo-ear'Iyor..tt3e-W'�C. G4:CC. Do not v oldte r gn a of p-€•v3Ccr publicity° of sons _rayed or men t goned IF, ..,. materials ti i -OU. ch-L-4.'il `a.�., .. �.rrR l=sfv.._. GJ ----: ed. Do not v; ;:ate the .-._�Hec__. • r , r' -ht- of any Person or entity. Ce-- d -r.. Or :ezeT , . r^rove_ agerc, and a,pp"ov. _ •tcensea use ornwv. Or .:e .- 20i= ere <.a .,arcs ^ -e-'- .. _ Branid Pon _., ...s. e US, i �e5 3 '�.G� r L u rFoundaLion - 1-090 Ock -P Standards Should you have any questions regarding the standards set forth in this document, or to source additional guidance regarding how to apply these standards across our various offerings, please visit Citi Brand Central: 02012 C'JNMU-p c. . -,.i r;g—s .1. K Cit;, Cilli and Arc Des'an, and CMband, a-- aderna.-k= an serv.ce rn.-rks arCUC nc. and a--- used ar.d rewstered th-ojgno-U- t'.e .,.-or a- CMgx-0up 1--. a--., its s -0s. J.ares d1so cfa- n Berta r. Other a denn3-ks and max-,R--onzamed n :hese t=ae's. FQ- nerna. and ;.5e onIv Exhibit F Self -Insurance Certificate The Municipal Grantee shall provide the CFE Fund with all rights and benefits that would be provided by the following selected contract insurance requirements: • Commercial General Liability Insurance as per Section 8(b) • Professional Liability Insurance as per Section 8(c) • Workers' Compensation, Disability Benefits, and Employer's Liability Insurance as per Section 8(d) • Unemployment Insurance as per Section 8(e) • Business Automobile Liability Insurance as per Section 8(f) • Cyber Liability Insurance as per Section 8(g) Moreover, by this Self -Insurance Certificate and this Agreement, the Grantee certifies it has both the legal ability and the financial means with which to cover any liability owed to the CPE Fund up to contractually designated amounts, subject to the limitations and provisions as set forth in Section 768.28 of the Florida Statutes. CITY OF MIAMI By: Name: Title: Date: EXHIBIT F