HomeMy WebLinkAboutAgreement A-15-023-1 with Reading and Beyond.pdf
COUNTY OF FRESNO
Fresno, CA
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AMENDMENT I TO AGREEMENT
THIS AMENDMENT I TO AGREEMENT, hereinafter referred to as Amendment I, is made
and entered into this _________ day of ___________, 2016, by and between the COUNTY OF
FRESNO, a Political Subdivision of the State of California, hereinafter referred to as “COUNTY” and
READING AND BEYOND, a private non-profit, organization, whose address is 4670 E. Butler
Avenue, Fresno, CA 93702, hereinafter referred to as “CONTRACTOR.”
WHEREAS, the parties entered into that certain Agreement, identified as Agreement
No. 15-023, effective January 6, 2015, to administer the Supplemental Nutrition Assistance Program
(SNAP) Employment and Training Program herein after referred to as CalFresh Employment and
Training Program; and
WHEREAS, Agreement No. A-15-023 is being amended to increase the number of clients
served, term, and compensation for inclusion in a SNAP Employment and Training Pilot project with
Food and Nutrition Services.
WHEREAS, the parties now desire to amend Agreement No. A-15-023 regarding changes as
stated below.
NOW, THEREFORE, in consideration of their mutual promises, covenants and considerations,
hereinafter set forth, the sufficiency of which is acknowledged, the parties agree as follows:
1. That existing Agreement No. 15-023, Section Two (2), Page Two (2), beginning on Line
Nineteen (19) with the word “This” and ending on Page Two (2), Line Twenty-Four (24) with the
word “term” be deleted in its entirety and the following inserted in its place:
“This Agreement shall become effective January 6, 2015, and shall terminate on the
31st day of March, 2021, unless earlier terminated by the parties pursuant to section Three (3) of this
Agreement. During the period January 6, 2015 through December 31, 2018, CONTRACTOR shall
provide client services and for the period January 1, 2019 through March 31, 2021, CONTRACTOR
shall collect data regarding CONTRACTOR’s client services provided and provide the data to
COUNTY. Should the Agreement be terminated pursuant to Section Three (3) during the period of
client services, the parties understand the term of the Agreement will continue for an additional
twenty-seven (27) month period after termination of client services.”
COUNTY OF FRESNO
Fresno, CA
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2. That existing Agreement No. 15-023, Section Three (3), Page Two (2), beginning on
Line Twenty-six (26) and ending on Page Three (3), line Nineteen (19) shall be deleted in its entirety
and replaced with the following:
“This Agreement may be terminated by CONTRACTOR, COUNTY or COUNTY’s
DSS Director, or designee, upon the giving of thirty (30) days advance written notice of an intention
to terminate the Agreement. This Agreement may only be terminated during the client services
period of the Agreement (January 6, 2015 through December 31, 2018) and, upon the giving of such
notice client services will continue to be provided for the thirty (30) day period and, then, the
Agreement will remain in effect for a period of twenty-seven (27) months to allow CONTRACTOR
sufficient time to collect data regarding client services and provide such data to COUNTY.”
3. That existing Agreement No. 15-023, Section Four (4), Page Four (4), beginning on Line
Three (3) with the word “The” and ending on Page Four (4), Line Twenty Two (22) with the word
“2017” be deleted in its entirety and the following inserted in its place:
“The total cost of providing services under this Agreement shall not exceed Two Million
Four Hundred Ninety One Thousand Two Hundred Sixty One and No/100 Dollars ($2,491,261). In no
event shall compensation for services performed under this Agreement be in excess of Three Hundred
Thirty Nine Thousand Eight Hundred One and No/100 Dollars ($339,801) for the period of January 6,
2015 to September 30, 2015. In no event shall compensation for services performed under this
Agreement be in excess of Six Hundred Ninety Three Thousand Six Hundred Sixty Seven and No/100
Dollars ($693,667) for the period of October 1, 2015 to September 30, 2016. In no event shall
compensation for services performed under this Agreement be in excess of Six Hundred Eighty Three
Thousand Eight Hundred Four and No/100 Dollars ($683,804) for the period of October 1, 2016 to
September 30, 2017. In no event shall compensation for services performed under this Agreement be in
excess of Six Hundred Forty Three Thousand Eight Hundred Twenty Two and No/100 Dollars
($643,822) for the period of October 1, 2017 to September 30, 2018. In no event shall compensation
for services performed under this Agreement be in excess of One Hundred Thirty Thousand One
Hundred Sixty Seven and No/100 Dollars ($130,167) for the period of October 1, 2018 to December
31, 2018. There shall be zero ($0) compensation for the period of January 1, 2019 to March 31, 2021. It
COUNTY OF FRESNO
Fresno, CA
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is understood that all expenses incidental to CONTRACTOR’s performance of services under this
Agreement shall be borne by CONTRACTOR.
The CONTRACTOR is responsible for meeting the required County match of 50% of all
ancillary/support services expenditures provided to clients through a cash match equal to the amount of
the maximum ancillary/supportive service reimbursement claimed by CONTRACTOR. Total
ancillary/support services expenditures claimed under this Agreement shall not exceed Two Hundred
Twenty Three Thousand Two Hundred Fifty and No/100 Dollars ($223,250). Total ancillary/support
services expenditures claimed shall not exceed Thirty One Thousand Five Hundred and No/100 Dollars
($31,500) for the period of January 6, 2015 through September 30, 2015. Total ancillary/support
services expenditures claimed shall not exceed Fifty Nine Thousand and No/100 Dollars ($59,000) for
each 12 month period beginning October 1, 2015 through September 30, 2018 and shall not exceed
Fourteen Thousand Seven Hundred Fifty and No/100 Dollars ($14,750) for the period of October 1,
2018 through December 31, 2018. There shall be zero ($0) ancillary/support services expenditures
claimed for the period of January 1, 2019 to March 31, 2021.”
4. That all references to Exhibit A in Agreement No. 15-023 be replaced with Revised
Exhibit A, attached hereto and by this reference incorporated herein and all references to Exhibit B in
Agreement No. 15-023 be replaced with Revised Exhibit B, attached hereto and by this reference
incorporated herein.
COUNTY and CONTRACTOR agree that this Amendment I is sufficient to amend COUNTY
Agreement No. 15-023 and, that upon execution of this Amendment I, the original Agreement and
Amendment I, together shall be considered the Agreement.
The Agreement, as hereby amended, is ratified and continued. All provisions, terms,
covenants, conditions and promises contained in the Agreement and not amended herein shall remain
in full force and effect.
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l IN WITNESS WHEREOF, the parties hereto have executed this Amendment I to Agreement as of the
2 day and year first hereinabOve written.
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CONTRACfOR:
READING AND BEYOND
PrintName: l,t~j$ Sa 4 f4d«
Title: C 'f c ee.t t J.J t.. b1 ''o lilt"'
Chairman of the Board, or
President, or any Vice President
Print Name: @; lcbqrcl &,M
Title: Crtt~~t f ~~~/I.e;=
Secretary (of Corporation), or
any Assistant Secretary, or
ChiefFinanclal Officer, or
any Assistant Treasurer
Mailing Address:
4670 E. Butler Avenue
Fresno, CA 93702
(559) 600-6185
Contact: Executive Director
COUNTY OF FRESNO
ByS-;:t-~~
Ernest Buddy Mendes, Chafiman and/or
Brian Pacheco, Vice-Chairman
Board of Supervisors
BERNICE E. SEIDEL, Clerk
Board of Supervisors
Byd\t.:X~ ~I L:t f?~ •
PLEASE SEE ADDMONAL
SIGNATURE PAGE ATTACHED
- 4 -COUNTY OF FRESNO
Fl'CmO,CA
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APPROVED AS TO LEGAL FORM: DANIEL C. CEDERBORG, COUNTY COUNSEL
BY-$.'¥,,/tJ.�����LtJ���
APP VED AS TO ACCOUNTING ORM: VICKI CROW, C.P.A., AUDITOR-CONTROLLER/ TREASURER-TAX COLLECTOR
REVIEWED AND RECOMMENDED FOR APPROVAL:
Fund/Subclass: 0001/10000
Organiz.ation: 56107001
Account/Program: 7870/0
DEN:sw
- 5 -COUNTY OF FRESNO
Frcsno,CA
Revised Exhibit A
Page 1 of 7
Summary of Services
ORGANIZATION: Reading and Beyond
ADDRESS: 4670 E. Butler Avenue Fresno, CA 93702-4608
CONTACT: Nikki Newsome, Program Manager
(559) 600-6186
SERVICES: CalFresh Employment and Training
CONTRACT PERIOD January 6, 2015 through September 30, 2015 ($371,301)
AND AMOUNTS: October 1, 2015 through September 30, 2016 ($752,667)
October 1, 2016 through September 30, 2017 ($742,804)
October 1, 2017 through September 30, 2018 ($702,822)
October 1, 2018 through December 31, 2018 ($144,917)
January 1, 2019 through March 31, 2021 ($0)*
CLIENT SERVICE PERIOD: January 6, 2015 through December 31, 2018
DATA COLLECTION PERIOD: January 1, 2019 through March 31, 2021
SUMMARY OF SERVICES:
Reading and Beyond (RaB) shall provide a CalFresh Employment and Training (E&T)
program for Non-Assistance CalFresh families which will include Job Search Training,
Education and Job Retention services as well as assisting with access to Work Experience
and Vocational Training opportunities. Based on individual needs, RaB shall provide
additional services to improve employment, including but not limited to, parenting skills, life
skills, nutrition education and reimbursements for transportation, clothing, work related tools,
work licenses, as well as other supportive services, information and referral services.
TARGET POPULATION:
Non-Assistance CalFresh (NACF) families residing in the city of Fresno, as well as outlying
areas, including but not limited to Reedley, Kerman and Coalinga.
CONTRACTOR RESPONSIBILITIES:
A. Client Services: RaB shall provide CalFresh Employment and Training services to clients referred and accepted to the program. When a referral is received, RaB shall review the referral, conduct an intake assessment, and provide services accordingly. RaB shall ensure all participants are and remain CalFresh eligible.
Revised Exhibit A
Page 2 of 7
RaB shall provide the following services: 1. Case Management Services:
RaB shall develop a comprehensive service plan for each participant that includes,
but is not limited to the following: • Intake: Conduct individual program orientation; interview individual participant to identify strengths, weaknesses, needs and issues, including social, housing, transportation, child care, medical, environment, physical, emotional, and financial issues. Assess family member’s needs and concerns, work and education background. • Service Plan: Develop a service plan for the individual and family which includes activities to be undertaken by the participant and services to be provided by RaB in order to meet the service objectives and goals. The service plan shall also include a plan to ensure services are provided appropriately and timely. Plan shall also include reassessment to determine progress toward established goals.
RaB shall maintain an individual case file (either electronically or paper) on each participant that includes, but not limited to, the following:
a. Documentation of referral from COUNTY;
b. Current signed and dated grievance procedure;
c. Intake information and assessment;
d. Individual service plan and updates;
e. Case narrative: chronological record of individual interviews, counseling
sessions, services provided and/or other relevant contacts with participants,
including dates, situations, actions taken and results;
f. Relevant and/or appropriate information, documentation, and correspondence
relating to services provided to participants;
g. Attendance, progress and completion records for each component/program
activity;
h. Job search records;
i. Job application and resume; and
j. Termination summary indicating reason for termination, services provided and
outcomes.
k. Completion summary indicating services provide and outcomes.
2. Job Search Training: Provide Job Search Training consisting of curriculum that includes, but is not limited to the following:
• Effective verbal and written communication • Problem solving • Employer expectations • Appropriate dress and hygiene • Interview skills • Continuing education • Goal setting and attainment • Obtaining and retaining employment • Lifelong learning • Teamwork
Revised Exhibit A
Page 3 of 7
• Resume preparation • Money management
3. Education: Individuals determined by a Case Manager to require additional
education will be provided the following:
• Enrollment in Workforce Investment Board sponsored trainings. • Enrollment in appropriate certificate training program. • GED/High School Diploma preparation. • Adult Basic Education, digital literacy and language improvement. • Traditional post-secondary education including Associate’s and Bachelor‘s Degree. 4. Job Retention: Provide job retention services, up to 90 days after exceeding the gross income limit to qualify for CalFresh benefits, to assist participants in retaining jobs and/or promoting to better jobs. Case Managers will provide follow-up services to monitor and evaluate progress toward job retention and self-sufficiency. Job Retention services include:
• Supportive services including reimbursements for: o Transportation; o Ancillary items. • Monthly Case Management including: o Job coaching; o Financial counseling; o Social support development; o Problem solving for childcare and transportation issues; and o Evaluation of the success of the placement and participant satisfaction with the services.
B. Data Collection:
Once Contractor has provided client services, Contractor is required to collect, analyze and
provide data to County including, but not limited to:
1. Demographic information
• Unique identifier to link to CalFresh case
• Name
• Gender
• Age
• Homeless
• Veteran
• Offender
• Low-income
• Limited English language proficiency
• Children in the household
2. RAB Site Information and Other Provider Information
• Reading and Beyond site assigned to
• Provider code—to identify the provider by service
Revised Exhibit A
Page 4 of 7
• Location where each service was provided—RAB site location
3. Service receipt information
• Service/activity start date (overall and by activity)
• Service/activity end date (overall and by activity)
• Date completed/withdrew by activity
• Reason for withdrawal by activity
• Cost of training/service
• Amount of subsidy paid for employment
• Amount and frequency of support services received
4. Education
• Highest school grade completed at entry/exit
• School status at entry
5. Credentials and degree/certifications
• Type of credentials/degrees/certifications earned
• Date earned
• Status at program exit (if not complete)
6. Type of service received
• Assessments (document outcome)
• Wrap-around services – referral or ancillary support
• Pre-employment support – individualized career plan, job club workshop, and/or
job search
• Vocational training and industry type for training
• Case management received/most recent date of service – number of contacts
and number of hours
• Subsidized employment placement
• Job placement (unsubsidized employment)
• Type of education program in which enrolled – inhouse vs. outside program
7. Employment
• Employment status at entry into program
• Employment status at exit from program
• Occupation type of most recent employment
• Occupation type for employment at exit/follow-up
• Entered training-related employment
CONTRACTOR SHALL BE RESPONSIBLE FOR THE FOLLOWING:
• RaB shall maintain secure participant case files and limit access to ensure
confidentiality.
Revised Exhibit A
Page 5 of 7
• RaB shall meet with County staff monthly to exchange pertinent information, resolve
problems and work together to coordinate services.
COUNTY SHALL BE RESPONSIBLE FOR THE FOLLOWING:
• DSS shall be responsible for referring NACF recipients residing in the pertinent areas
to RaB for Employment and Training services.
• DSS staff shall meet with RaB’s staff as often as needed to exchange pertinent
information, resolve problems, and work together to effectively coordinate services.
PERFORMANCE MEASUREMENTS:
Overall Service Objective:
RaB shall provide employment and training activities to assist NACF recipients in obtaining
self-sufficiency.
Revised Exhibit A
Page 6 of 7
Specific Performance Measurements:
For the contract periods, RaB shall meet the following performance measurement levels:
PERFORMANCE OUTCOMES:
PERFORMANCE MEASURE
EXPECTED LEVEL OF
PERFORMANCE
JANUARY 6, 2015 –
SEPTEMBER 30, 2015
OCTOBER 1, 2015 –
SEPTEMBER 30, 2016
OCTOBER 1, 2016 –
SEPTEMBER 30, 2017
Performance Measure 1:
Enrollment – The number of
unduplicated NACF recipients
enrolled in CalFresh E&T services
by the end of the contract term.
400 NACF
(200 unduplicated/
200 carried over)
recipients enrolled in
E&T services
225 NACF recipients
enrolled in E&T
services
340 NACF recipients
enrolled in E&T
services
Performance Measure 2:
Entered Employment or
Achieved Wage Progression –
Number of participants placed in
employment or achieving wage
progression during program
participation.
50% of enrolled
participants
50% of enrolled
participants
50% of enrolled
participants
Performance Measure 3:
Job Retention at 90 days –
Participants who are placed in new
positions will maintain that position
for up to 90 days.
50% of participants
who entered
employment
50% of participants
who entered
employment
50% of participants
who entered
employment
Performance Measure 4:
CalFresh benefits termination –
Participants who entered
employment will have terminated
CalFresh benefits during program
participation.
70% of participants
who entered
employment
70% of participants
who entered
employment
70% of participants
who entered
employment
Performance Measure 5:
CalFresh benefits reduction –
Participants who entered
employment will have reduced
CalFresh benefits during program
participation.
100% of participants
who entered
employment
100% of participants
who entered
employment
100% of participants
who entered
employment
Performance Measure 6:
Enrolled in a vocational or
educational program –
Participants will be enrolled in
educational or vocational programs.
50% of participants
receiving program
services
50% of participants
receiving program
services
50% of participants
receiving program
services
Performance Measure 7:
Completing a vocational or
educational program –
Participants enrolled in educational
or vocational programs will
complete their educational goals.
25% of participants
enrolled in vocational
or educational
program
25% of participants
enrolled in vocational
or educational
program
25% of participants
enrolled in vocational
or educational
program
Revised Exhibit A
Page 7 of 7
PERFORMANCE MEASURE EXPECTED
LEVEL OF PERFORMANCE
OCTOBER 1, 2017 –
SEPTEMBER 30, 2018
OCTOBER 1, 2018 –
DECEMBER 31, 2018
Performance Measure 1:
Enrollment – The number of
unduplicated NACF recipients enrolled in
CalFresh E&T services by the end of the
contract term.
650 NACF
(200 unduplicated/
450 carried over)
recipients enrolled in
E&T services
100 NACF
(50 unduplicated/
50 carried over)
recipients enrolled in
E&T services
Performance Measure 2:
Entered Employment or Achieved
Wage Progression –
Number of participants placed in
employment or achieving wage
progression during program participation.
50% of enrolled
participants
50% of enrolled
participants
Performance Measure 3:
Job Retention at 90 days –Participants
who are placed in new positions will
maintain that position for up to 90 days.
50% of participants
entered employment
50% of participants
entered employment
Performance Measure 4:
CalFresh benefits termination –
Participants who entered employment
will have terminated CalFresh benefits
during program participation.
70% of participants who
entered employment
70% of participants who
entered employment
Performance Measure 5:
CalFresh benefits reduction –
Participants who entered employment
will have reduced CalFresh benefits
during program participation.
100% of participants who
entered employment
100% of participants who
entered employment
Performance Measure 6:
Enrolled in a vocational or
educational program – Participants will
be enrolled in educational or vocational
programs.
50% of participants
receiving program
services
50% of participants
receiving program
services
Performance Measure 7:
Completing a vocational or
educational program – Participants
enrolled in educational or vocational
programs will complete their educational
goals.
25% of participants
enrolled in vocational or
educational program
25% of participants
enrolled in vocational or
educational program
* For the period of January 1, 2019 through March 31, 2021 there will be no performance
measurements as there are no client services during this period and no compensation.
This period is solely for data collection for the purpose of closing out the Pilot.
Revised Exhibit B
Page 1 of 20
BUDGET SUMMARY
FY 2014-15
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
CONTRACT PERIOD: January 6, 2015 – September 30, 2015 (9 months)
CONTRACT AMOUNT: $371,301
ACCOUNT
BUDGET CATEGORIES NUMBER AMOUNT
SALARIES & BENEFITS
Salaries 0100 $184,400.00
Benefits 0150 36,878.00
Payroll Taxes 0175 18,146.00
Subtotal . . . . . . . . . . . . $239,424.00
SERVICE & SUPPLIES
Insurance 0200 $1,835.00
Communications 0250 630.00
Consultant Services 0300 0
Office Expense 0350 1,800.00
Office Rental 0400 4,320.00
Equipment Rental 0450 0
Utilities 0500 0
Travel 0550 4,500.00
Contracts 0650 7,050.00
Transportation 0700 825.00
Program Supplies/Services 0750 5,393.00
Other (Indirect Costs) 0800 42,524.00
Subtotal . . . . . . . . . . $68,877.00
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES $63,000
TOTAL $371,301.00
Revised Exhibit B
Page 2 of 20
PERSONNEL AND EMPLOYEE BENEFITS
FY 2014-15
ORGANIZATION: Reading & Beyond
SERVICES: CalFresh Employment and Training Program
CONTRACT PERIOD: January 6, 2015 – September 30, 2015
CONTRACT AMOUNT: $371,301
PERSONNEL/SALARIES:
Position and/or
Title
No. of
Persons
% of Time on
Total Cost
Executive Director 1 10% $ 8,100.00
Program Manager 1 47% $20,549.00
Research & Development
Director 1 7% $ 3,525.00
Lead Career Family
Navigator 1 100% $27,072.00
Career Family Navigator 1 100% $26,253.00
Career Family Navigator 1 100% $24,003.00
Career Family Navigator 2 100% $46,656.00
Career Family Navigator 1 100% $22,617.00
GED Tutor 1 25% $ 5,625.00
Total Salaries $184,400.00
BENEFITS
Employment Benefits & Payroll Taxes:
FICA (7.65% x $184,400) $ 14,107.00
SUI (6.2% up to $7,000 x 8) + (6.2% x ($3,525+$5,625) $ 4,039.00
Medical ($426.47 x 6.89 FTE x 9 months) $ 26,445.00
Annual Leave Benefits ($51.10 x 6.89 x 9 months) $ 3,169.00
401k Match (4% x $178,775 & 2% x $5,625) $ 7,264.00
Total Benefits/Payroll Taxes $ 55,024.00
TOTAL SALARIES & BENEFITS: $239,424.00
Revised Exhibit B
Page 3 of 20
BUDGET DETAIL
FY 2014-15
ORGANIZATION: Reading & Beyond
SERVICES: CalFresh Employment and Training Program
CONTRACT PERIOD: January 6, 2015 – September 30, 2015
CONTRACT AMOUNT: $371,301.00
ACCOUNT
NUMBER CATEGORY SUBTOTAL TOTAL
0200
0250
0300
0350
0400
0450
0500
0550
0600
0650
0700
INSURANCE
Workers Comp
COMMUNICATION
Telephone, Internet & Cell Phone @ $70 x 9 mos
OFFICE EXPENSES
Consumable Supplies, Printing, Postage @ $200 x 9 mos
OFFICE RENTAL
Office Space ($1,200 x 40% x 9 months)
EQUIPMENT RENTAL
UTILITIES
TRAVEL
Mileage @ $500/month x 9 months
CONTRACTS
CSUF Independent Evaluator Contractor. Non-
Wraparound/Retention project @ 94% of expected billing
($7,500 x 94%)
TRANSPORTATION
Bus Tokens
PROGRAM SUPPLIES/SERVICES
Marketing and Curriculum Supplies, Participant Educational
Material, Workshop Refreshments, etc.
OTHER (INDIRECT ADMIN COST)
1,835
630
1,800
4,320
-0-
-0-
4,500
7,050
825
5,393
42,524
1,835.00
630.00
1,800.00
4,320.00
-0-
-0-
4,500.00
7,050.00
825.00
5,393.00
42,524.00
TOTAL SERVICES & SUPPLIES $68,877.00
Revised Exhibit B
Page 4 of 20
BUDGET SUMMARY
ANCILLARY/SUPPORT SERVICES BUDGET
FY 2014-15
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
CONTRACT PERIOD: January 6, 2015 - September 30, 2015
CONTRACT AMOUNT: $371,301
TOTAL SALARIES & BENEFITS $239,424
TOTAL SERVICES & SUPPLIES $68,877
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES* $63,000
MAXIMUM CONTRACTOR CASH MATCH REQUIRED ($31,500)
MAXIMUM CONTRACTOR REIMBURSEMENT $339,801
*ANCILLARY/SUPPORT SERVICES REIMBURSEMENTS TO PARTICIPANTS MAY INCLUDE:
• Transportation in the form of bus tickets, monthly bus passes, or gas vouchers;
• Work clothing and uniforms;
• Books and school supplies;
• Tuition for classes that are part of an E&T education component (subject to CDSS approval);
• Tools and other necessary equipment;
• Minor vision correction (such as eyeglasses, bifocals, eye exam);
• Basic dental work (such as teeth cleaning);
• Minor automobile repairs;
• Legal services;
• Test fees;
• Union dues;
• Licensing and bonding fees;
• Housing stabilization services limited to no more than two months per participant during the FFY
subject to COUNTY approval.
Revised Exhibit B
Page 5 of 20
BUDGET SUMMARY
FFY 2015-16
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2015 – September 30, 2016 (12 months)
BUDGET AMOUNT: $752,667.00 (FFY 2015-2016)
ACCOUNT
BUDGET CATEGORIES NUMBER AMOUNT
SALARIES & BENEFITS
Salaries 0100 $360,000.00
Benefits 0150 71,999.00
Payroll Taxes 0175 32,314.00
Subtotal . . . . . . . . . . . . $464,313.00
SERVICE & SUPPLIES
Insurance 0200 $ 4,680.00
Communications 0250 3,375.00
Office Expense 0300 7,020.00
Office Rental 0350 32,400.00
Utilities 0400 6,750.00
Furniture/Equipment 0450 8,576.00
Travel 0500 13,200.00
Transportation 0600 320.00
Program Supplies/Services 0650 11,250.00
Other (Indirect Costs) 0700 82,783,00
Subtotal . . . . . . . . . . $170,354.00
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES $118,000.00
TOTAL $752,667.00
Revised Exhibit B
Page 6 of 20
BUDGET SUMMARY
ANCILLARY/SUPPORT SERVICES BUDGET
FFY 2015-16
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2015 – September 30, 2016 (12 months)
BUDGET AMOUNT: $752,667 (FFY 2015-2016)
TOTAL SALARIES & BENEFITS $464,313
TOTAL SERVICES & SUPPLIES $170,354
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES* $118,000
MAXIMUM CONTRACTOR CASH MATCH REQUIRED ($59,000)
MAXIMUM CONTRACTOR REIMBURSEMENT $693,667
*ANCILLARY/SUPPORT SERVICES REIMBURSEMENTS TO PARTICIPANTS MAY INCLUDE:
• Transportation in the form of bus tickets, monthly bus passes, or gas vouchers;
• Work clothing and uniforms;
• Books and school supplies;
• Tuition for classes that are part of an E&T education component (subject to CDSS approval);
• Tools and other necessary equipment;
• Minor vision correction (such as eyeglasses, bifocals, eye exam);
• Basic dental work (such as teeth cleaning);
• Minor automobile repairs;
• Legal services;
• Test fees;
• Union dues;
• Licensing and bonding fees;
• Housing stabilization services limited to no more than two months per participant during the FFY
subject to COUNTY approval.
Revised Exhibit B
Page 7 of 20
PERSONNEL AND EMPLOYEE BENEFITS
FFY 2015-16
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2015 – September 30, 2016 (12 months)
BUDGET AMOUNT: $752,667.00 (FFY 2015-2016)
PERSONNEL/SALARIES:
Position and/or
Title
No. of
Persons
% of Time on
Total Cost
Executive Director 1 10% $ 11,000.00
Program Manager 1 60% $ 30,000.00
Lead Career Family
Navigator 1 100% $ 35,000.00
Career Family Navigator 1 100% $ 32,000.00
Career Family Navigator 1 100% $ 31,500.00
Career Family Navigator 1 100% $ 31,000.00
Career Family Navigator 6 100% $ 180,000.00
Data Specialist 1 30% $ 9,500.00
Total Salaries $360,000.00
BENEFITS
Employment Benefits & Payroll Taxes:
FICA (7.65% x $360,000) $ 27,540.00
SUI (6.2% up to $7,000 x 11) $ 4,774.00
Medical ($407.44 x 11 FTE x 12 months) $ 53,782.00
Annual Leave Benefits ($47.10 x 11 x 12 months) $ 6,217.00
401k Match (4% x $300,000) $ 12,000.00
Total Benefits/Payroll Taxes $ 104,313.00
TOTAL SALARIES & BENEFITS: $464,313.00
Exhibit B
Page 8 of 20
BUDGET DETAIL
FFY 2015-16
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2015 – September 30, 2016 (12 months)
BUDGET AMOUNT: $752,667.00 (FFY 2015-2016)
ACCOUNT
NUMBER CATEGORY SUBTOTAL TOTAL
0200
0250
0300
0350
0400
0450
0500
0600
0650
0700
INSURANCE
Workers Comp
COMMUNICATION
Telephone, Internet & Cell Phone @ $31.25 x 9 sites x
12 months
OFFICE EXPENSES
Consumable Supplies, Printing, Postage @ $65 x 9
sites x 12 months
OFFICE RENTAL
Office Space ($1,200 x 9 sites x 25% x 12 months)
UTILITIES
Gas & Electric ($250 x 9 sites x 25% x 12 months)
FURNITURE/EQUIPMENT
Desks/Chairs/File cabinets ($500 x 4 new staff)
Computers ($1,000 x 4 new staff)
Telephones ($75 x 4 new staff)
Projectors/Screens (6 x $525 x 25%)
Conference Tables/Chairs (7 x $850 x 25%)
TRAVEL
Mileage @ $1,100/month x 12 months
TRANSPORTATION
Bus Tokens
PROGRAM SUPPLIES/SERVICES
Marketing and Curriculum Supplies, Participant
Educational Material, Workshop Refreshments, etc.
OTHER (INDIRECT ADMIN COST)
4,680
3,375
7,020
32,400
6,750
2,000
4,000
300
788
1,488
13,200
320
11,250
82,783
4,680.00
3,375.00
7,020.00
32,400.00
6,750.00
8,576.00
13,200.00
320.00
11,250.00
82,783.00
TOTAL SERVICES & SUPPLIES $170,354.00
Exhibit B
Page 9 of 20
BUDGET SUMMARY
FFY 2016-17
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2016 – September 30, 2017 (12 months)
BUDGET AMOUNT: $742,804.00 (FFY 2016-2017)
ACCOUNT
BUDGET CATEGORIES NUMBER AMOUNT
SALARIES & BENEFITS
Salaries 0100 $360,000.00
Benefits 0150 71,999.00
Payroll Taxes 0175 32,314.00
Subtotal . . . . . . . . . . . . $464,313.00
SERVICE & SUPPLIES
Insurance 0200 $ 4,680.00
Communications 0250 3,375.00
Office Expense 0300 7,020.00
Office Rental 0350 32,400.00
Utilities 0400 6,750.00
Furniture/Equipment 0450 0.00
Travel 0500 13,200.00
Transportation 0600 320.00
Program Supplies/Services 0650 11,250.00
Other (Indirect Costs) 0700 81,496,00
Subtotal . . . . . . . . . . $160,491.00
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES $118,000.00
TOTAL $742,804.00
Exhibit B
Page 10 of 20
BUDGET SUMMARY
ANCILLARY/SUPPORT SERVICES BUDGET
FFY 2016-17
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2016 – September 30, 2017 (12 months)
BUDGET AMOUNT: $742,804.00 (FFY 2016-2017)
TOTAL SALARIES & BENEFITS $464,313
TOTAL SERVICES & SUPPLIES $160,491
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES* $118,000
MAXIMUM CONTRACTOR CASH MATCH REQUIRED ($59,000)
MAXIMUM CONTRACTOR REIMBURSEMENT $683,804
*ANCILLARY/SUPPORT SERVICES REIMBURSEMENTS TO PARTICIPANTS MAY INCLUDE:
• Transportation in the form of bus tickets, monthly bus passes, or gas vouchers;
• Work clothing and uniforms;
• Books and school supplies;
• Tuition for classes that are part of an E&T education component (subject to CDSS approval);
• Tools and other necessary equipment;
• Minor vision correction (such as eyeglasses, bifocals, eye exam);
• Basic dental work (such as teeth cleaning);
• Minor automobile repairs;
• Legal services;
• Test fees;
• Union dues;
• Licensing and bonding fees;
• Housing stabilization services limited to no more than two months per participant during the FFY
subject to COUNTY approval.
Exhibit B
Page 11 of 20
PERSONNEL AND EMPLOYEE BENEFITS
FFY 2016-17
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2016 – September 30, 2017 (12 months)
BUDGET AMOUNT: $742,804.00 (FFY 2016-2017)
PERSONNEL/SALARIES:
Position and/or
Title
No. of
Persons
% of Time on
Total Cost
Executive Director 1 10% $ 11,000.00
Program Manager 1 60% $ 30,000.00
Lead Career Family
Navigator 1 100% $ 35,000.00
Career Family Navigator 1 100% $ 32,000.00
Career Family Navigator 1 100% $ 31,500.00
Career Family Navigator 1 100% $ 31,000.00
Career Family Navigator 6 100% $ 180,000.00
Data Specialist 1 30% $ 9,500.00
Total Salaries $360,000.00
BENEFITS
Employment Benefits & Payroll Taxes:
FICA (7.65% x $360,000) $ 27,540.00
SUI (6.2% up to $7,000 x 11) $ 4,774.00
Medical ($407.44 x 11 FTE x 12 months) $ 53,782.00
Annual Leave Benefits ($47.10 x 11 x 12 months) $ 6,217.00
401k Match (4% x $300,000) $ 12,000.00
Total Benefits/Payroll Taxes $ 104,313.00
TOTAL SALARIES & BENEFITS: $464,313.00
Revised Exhibit B
Page 12 of 20
BUDGET DETAIL
FFY 2016-17
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2016 – September 30, 2017 (12 months)
BUDGET AMOUNT: $742,804.00 (FFY 2016-2017)
ACCOUNT
NUMBER CATEGORY SUBTOTAL TOTAL
0200
0250
0300
0350
0400
0450
0500
0600
0650
0700
INSURANCE
Workers Comp
COMMUNICATION
Telephone, Internet & Cell Phone @ $31.25 x 9 sites x
12 months
OFFICE EXPENSES
Consumable Supplies, Printing, Postage @ $65 x 9
sites x 12 months
OFFICE RENTAL
Office Space ($1,200 x 9 sites x 25% x 12 months)
UTILITIES
Gas & Electric ($250 x 9 sites x 25% x 12 months)
FURNITURE/EQUIPMENT
TRAVEL
Mileage @ $1,100/month x 12 months
TRANSPORTATION
Bus Tokens
PROGRAM SUPPLIES/SERVICES
Marketing and Curriculum Supplies, Participant
Educational Material, Workshop Refreshments, etc.
OTHER (INDIRECT ADMIN COST)
4,680
3,375
7,020
32,400
6,750
0
13,200
320
11,250
81,496
4,680.00
3,375.00
7,020.00
32,400.00
6,750.00
0.00
13,200.00
320.00
11,250.00
81,496.00
TOTAL SERVICES & SUPPLIES $160,491.00
Revised Exhibit B
Page 13 of 20
BUDGET SUMMARY
FFY 2017-18
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2017 – September 30, 2018 (12 months)
BUDGET AMOUNT: $702,822.00 (FFY 2017-2018)
ACCOUNT
BUDGET CATEGORIES NUMBER AMOUNT
SALARIES & BENEFITS
Salaries 0100 $337,500.00
Benefits 0150 67,498.00
Payroll Taxes 0175 30,593.00
Subtotal . . . . . . . . . . . . $435,591.00
SERVICE & SUPPLIES
Insurance 0200 $ 4,388.00
Communications 0250 3,119.00
Office Expense 0300 6,435.00
Office Rental 0350 29,700.00
Utilities 0400 6,188.00
Furniture/Equipment 0450 0.00
Travel 0500 12,300.00
Transportation 0600 320.00
Program Supplies/Services 0650 10,500.00
Other (Indirect Costs) 0700 76,281,00
Subtotal . . . . . . . . . . $149,231.00
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES $118,000.00
TOTAL $702,822.00
Revised Exhibit B
Page 14 of 20
BUDGET SUMMARY
ANCILLARY/SUPPORT SERVICES BUDGET
FFY 2017-18
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2017 – September 30, 2018 (12 months)
BUDGET AMOUNT: $702,822.00 (FFY 2017-2018)
TOTAL SALARIES & BENEFITS $435,591
TOTAL SERVICES & SUPPLIES $149,231
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES* $118,000
MAXIMUM CONTRACTOR CASH MATCH REQUIRED ($59,000)
MAXIMUM CO NTRACTOR REIMBURSEMENT $643,822
*ANCILLARY/SUPPORT SERVICES REIMBURSEMENTS TO PARTICIPANTS MAY INCLUDE:
• Transportation in the form of bus tickets, monthly bus passes, or gas vouchers;
•
• Work clothing and uniforms;
• Books and school supplies;
• Tuition for classes that are part of an E&T education component (subject to CDSS approval);
• Tools and other necessary equipment;
• Minor vision correction (such as eyeglasses, bifocals, eye exam);
• Basic dental work (such as teeth cleaning);
• Minor automobile repairs;
• Legal services;
• Test fees;
• Union dues;
• Licensing and bonding fees;
• Housing stabilization services limited to no more than two months per participant during the FFY
subject to COUNTY approval.
Revised Exhibit B
Page 15 of 20
PERSONNEL AND EMPLOYEE BENEFITS
FFY 2017-18
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2017 – September 30, 2018 (12 months)
BUDGET AMOUNT: $702,822.00 (FFY 2017-2018)
PERSONNEL/SALARIES:
Position and/or
Title
No. of
Persons
% of Time on
Total Cost
Executive Director 1 10% $ 11,000.00
Program Manager 1 60% $ 30,000.00
Lead Career Family
Navigator 1 100% $ 35,000.00
Career Family Navigator 1 100% $ 32,000.00
Career Family Navigator 1 100% $ 31,500.00
Career Family Navigator 1 100% $ 31,000.00
Career Family Navigator 3 100% $ 90,000.00
Career Family Navigator 3 100% $ 67,500.00
Data Specialist 1 30% $ 9,500.00
Total Salaries $337,500.00
BENEFITS
Employment Benefits & Payroll Taxes:
FICA (7.65% x $337,500) $ 25,819.00
SUI (6.2% up to $7,000 x 11) $ 4,774.00
Medical ($407.44 x 8 FTE x 12 months + $407.44 x 3 FTE x 9 months) $ 50,115.00
Annual Leave Benefits ($47.10 x 8 FTE x 12 months + $47.10 x 3 FTE x 9 months) $ 5,793.00
401k Match (4% x $289,750) $ 11,590.00
Total Benefits/Payroll Taxes $ 98,091.00
TOTAL SALARIES & BENEFITS: $435,591.00
Exhibit B
Page 16 of 20
BUDGET DETAIL
FFY 2017-18
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2017 – September 30, 2018 (12 months)
BUDGET AMOUNT: $702,822.00 (FFY 2017-2018)
ACCOUNT
NUMBER CATEGORY SUBTOTAL TOTAL
0200
0250
0300
0350
0400
0450
0500
0600
0650
0700
INSURANCE
Workers Comp
COMMUNICATION
Telephone, Internet & Cell Phone
OFFICE EXPENSES
Consumable Supplies, Printing, Postage @ $65 x 9
sites x 9 months + $65 x 6 sites x 3 months
OFFICE RENTAL
Office Space ($1,200 x 9 sites x 25% x 9 months +
$1,200 x 6 sites x 25% x 3 months)
UTILITIES
Gas & Electric
FURNITURE/EQUIPMENT
TRAVEL
Mileage @ $1,100/month x 9 months + $800 x 3
months
TRANSPORTATION
Bus Tokens
PROGRAM SUPPLIES/SERVICES
Marketing and Curriculum Supplies, Participant
Educational Material, Workshop Refreshments, etc.
OTHER (INDIRECT ADMIN COST)
4,388
3,119
6,435
29,700
6,188
0
12,300
320
10,500
76,281
4,388.00
3,119.00
6,435.00
29,700.00
6,188.00
0.00
12,300.00
320.00
10,500.00
76,281.00
TOTAL SERVICES & SUPPLIES $149,231.00
Exhibit B
Page 17 of 20
BUDGET SUMMARY
(OCTOBER 1, 2018 – DECEMBER 31, 2018)
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2018 – December 31, 2018 (3 months)
BUDGET AMOUNT: $144,917.00 (10/1/2018 – 12/31/2018)
ACCOUNT
BUDGET CATEGORIES NUMBER AMOUNT
SALARIES & BENEFITS
Salaries 0100 $67,500.00
Benefits 0150 13,309.00
Payroll Taxes 0175 5,164.00
Subtotal . . . . . . . . . . . . $85,973.00
SERVICE & SUPPLIES
Insurance 0200 $ 878.00
Communications 0250 567.00
Office Expense 0300 1,170.00
Office Rental 0350 5,400.00
Utilities 0400 1,125.00
Furniture/Equipment 0450 0.00
Travel 0500 2,400.00
Transportation 0600 0.00
Program Supplies/Services 0650 2,850.00
Other (Indirect Costs) 0700 15,054,00
Subtotal . . . . . . . . . . $29,444.00
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES $29,500.00
TOTAL $144,917.00
Exhibit B
Page 18 of 20
BUDGET SUMMARY
ANCILLARY/SUPPORT SERVICES BUDGET
(OCTOBER 1, 2018 – DECEMBER 31, 2018)
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2018 – December 31, 2018 (3 months)
BUDGET AMOUNT: $144,917.00 (10/1/2018 – 12/31/2018)
TOTAL SALARIES & BENEFITS $85,973
TOTAL SERVICES & SUPPLIES $29,444
MAXIMUM ANCILLARY/SUPPORT SERVICES EXPENDITURES* $29,500
MAXIMUM CONTRACTOR CASH MATCH REQUIRED ($14,750)
MAXIMUM CONTRACTOR REIMBURSEMENT $130,167
*ANCILLARY/SUPPORT SERVICES REIMBURSEMENTS TO PARTICIPANTS MAY INCLUDE:
• Transportation in the form of bus tickets, monthly bus passes, or gas vouchers;
• Work clothing and uniforms;
• Books and school supplies;
• Tuition for classes that are part of an E&T education component (subject to CDSS approval);
• Tools and other necessary equipment;
• Minor vision correction (such as eyeglasses, bifocals, eye exam);
• Basic dental work (such as teeth cleaning);
• Minor automobile repairs;
• Legal services;
• Test fees;
• Union dues;
• Licensing and bonding fees;
• Housing stabilization services limited to no more than two months per participant during the FFY
subject to COUNTY approval.
Exhibit B
Page 19 of 20
PERSONNEL AND EMPLOYEE BENEFITS
(OCTOBER 1, 2018 – DECEMBER 31, 2018)
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2018 – December 31, 2018 (3 months)
BUDGET AMOUNT: $144,917.00 (10/1/2018 – 12/31/2018)
PERSONNEL/SALARIES:
Position and/or
Title
No. of
Persons
% of Time on
Total Cost
Executive Director 1 10% $ 2,750.00
Program Manager 1 60% $ 7,500.00
Lead Career Family
Navigator 1 100% $ 8,750.00
Career Family Navigator 1 100% $ 8,000.00
Career Family Navigator 1 100% $ 7,875.00
Career Family Navigator 1 100% $ 7,750.00
Career Family Navigator 3 100% $ 22,500.00
Data Specialist 1 30% $ 2,375.00
Total Salaries $67,500.00
BENEFITS
Employment Benefits & Payroll Taxes:
FICA (7.65% x $67,500) $ 5,164.00
SUI (N/A for 10/2018-12/2018) $ 0.00
Medical ($407.44 x 8 FTE x 3 months) $ 9,779.00
Annual Leave Benefits ($47.10 x 8 x 3 months) $ 1,130.00
401k Match (4% x $60,000) $ 2,400.00
Total Benefits/Payroll Taxes $ 18,473.00
TOTAL SALARIES & BENEFITS: $ 85,973.00
Exhibit B
Page 20 of 20
BUDGET DETAIL
(OCTOBER 1, 2018 – DECEMBER 31, 2018)
ORGANIZATION: Reading and Beyond
SERVICES: CalFresh Employment and Training Program
BUDGET PERIOD: October 1, 2018 – December 31, 2018 (3 months)
BUDGET AMOUNT: $144,917.00 (10/1/2018 – 12/31/2018)
ACCOUNT
NUMBER CATEGORY SUBTOTAL TOTAL
0200
0250
0300
0350
0400
0450
0500
0600
0650
0700
INSURANCE
Workers Comp
COMMUNICATION
Telephone, Internet & Cell Phone @ $31.50 x 6 sites x
3 months
OFFICE EXPENSES
Consumable Supplies, Printing, Postage @ $65 x 6
sites x 3 months
OFFICE RENTAL
Office Space ($1,200 x 6 sites x 25% x 3 months)
UTILITIES
Gas & Electric ($250 x 6 sites x 25% x 3 months)
FURNITURE/EQUIPMENT
TRAVEL
Mileage @ $800/month x 3 months
TRANSPORTATION
Bus Tokens
PROGRAM SUPPLIES/SERVICES
Marketing and Curriculum Supplies, Participant
Educational Material, Workshop Refreshments, etc.
OTHER (INDIRECT ADMIN COST)
878
567
1,170
5,400
1,125
0
2,400
0
2,850
15,054
878.00
567.00
1,170.00
5,400.00
1,125.00
0.00
2,400.00
0.00
2,850.00
15,054.00
TOTAL SERVICES & SUPPLIES $29,444.00