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RESOLUTION NO. 2004-122
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO RATIFYING THE SUBMITTAL OF A GRANT
APPLICATION BY THE DIRECTOR OF PARKS, RECREATION AND
COMMUNITY SERVICES FOR TITLE III-B GRANT APPLICATION THROUGH
THE COUNTY OF SAN BERNARDINO DEPARTMENT OF ADULT AND AGING
SERVICES (DAAS) FOR ASSISTED TRANSPORTATION FOR THE SENIOR
COMPANION PROGRAM FOR THE PERIOD OF JULY 1, 2004 THROUGH JUNE 30,
2005.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The Mayor and Common Council of the City of San Bernardino hereby
ratify the submittal of a Title 111-B grant application by the Director of Parks. Recreation and
Community Services Department through the Department of Adult and Aging Services
(DAAS) in the amount $27.698 for assisted transportation for the Senior Companion Program,
a copy of which is attached hereto, marked Exhibit "A" and incorporated herein b} retercnce as
fully as though set forth at length.
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2004-122
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PA]I
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO RATIFYING THE SUBMITTAL OF A GRANT
APPLICATION BY THE DIRECTOR OF PARKS, RECREATION AND
COMMUNITY SERVICES FOR TITLE III-B GRANT APPLICATION THROUGH
THE COUNTY OF SAN BERNARDINO DEPARTMENT OF ADULT AND AGING
SERVICES (DAAS) FOR ASSISTED TRANSPORTATION FOR THE SENIOR
COMPANION PROGRAM FOR THE PERIOD OF JULY 1, 2004 THROUGH JUNE 30,
2005.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
and Common Council of the City of San Bernardino at a it. reg
meeting thereof, held
on the 3rd day of May
, 2004, by
the following vote,
to wit:
Council Members: AYES
NAYS
ABSTAIN
ABSENI
ESTRADA x
LIEN LONGVILLE
MCGINNIS x
DERRY x
KELLEY x
JOHNSON x
MCCAMMACK x
a i. , ark, rty er
The foregoing resolution is hereby approved this �-h/� day of May
2004.
Approved as to
Form and legal content:
JAMES F. PENMAN,
Cit
It Valles, Mayor
of San Bernardino
2004-122
ATTACHMENT C
Application for Older American Act Title III B Funds
(Submit one application for each service type the applying organization wishes to provide.)
Complete the following:
Indicate the type of service for which funding is requested, and the area(s) to be served:
Category
I
I�
Service
Region
Colorado
River
North
Desert
Morongo
Basin
Victor
Valley
Mountains
East
Valley
West
Valle
Ot
Personal Care
02
Homemaker
03
Chore
05
Adult Day
Care/Health
09
Assisted
Transportation
x
x
10
Transportation
14
Outreach
15D
1) Medical
Alert
2) Health
Screening
15F
Community
Svs - Sr. Ctr.
Management
l 151
Friendly Visits
I 15K
I
1) Home
Modification
2) Home
Repair
For the regions checked above, specify if only specific cities will be served within the
region, and also specify any geographic boundaries, e.g., West Valley, from Rancho
Cucamonga to Rialto, excluding Fontana.
Region: Morongo Basin: Joshua Tree, Twentynine Palms, Yucca Valley
Victor Valley: Adelanto, Apple Valley Hesperia Victorville
#rganization Name: City of San Bernardino Senior Enmpanian Prngrnm
Page 4 of 18
2004-122
ATTACHMENT C
4. Mailing Address: 600 west Fifth Street
San Bernardino CA 92410
City State Zip
5. Contact Person: Betty veal
6. Phone: 909-384-5413
7. Type of Organization:
❑ Private Non -Profit
❑ Private for Profit
® Government/Public Agency
E
Federal (IRS) Taxpayer ID: 95-6000772
Total Funds Requested: $ 27,698.00
City of San Bernardino
Name of Government Unit
10. Number of clients to be served: 75 (by 15 companions)
a. If applicant was in business anytime during the last two (2) years, enter the
number of clients served:
2002 # clients: 100 (by 20 Companions)
2003 # clients: 90 (by 18 Companions)
11. Cost per Unit of Service if awarded funding: $ .25 per mile x 25 miles � $6.25 per trip
12. Total Program Income: $ -0-
13. Additional Funding Sources: (Provide a 2 year history, if applicable)
2002: Corporation for National Community Services. State. Community Foundation
2003: Same as above
14. Days and Hours of Operation: Monday through Friday 7:30-4:30
Page 5 of 18
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2004-122
15. Agency Background and Personnel ATTACHMENT C
The City of San Bernardino has been the local grantee for the federal Senior Companion
Program and the Retired Senior Volunteer Program for 29 years. It has also been the
grantee for the Senior Nutrition Program for at least 26 years.
The City has a state, regional and national reputation for being one of the most insightful,
responsible, supportive and caring agencies in the whole country.
The Senior Companion Program staff consists of 2 fulltime employees; Betty Deal, who
has directed the program for 18 years, and Program Specialist Penny Nelson who has 15
years experience with the program. Olaf Neiiendam is the part time Coordinator of
Volunteers. He has been been employed for 3 %: years and has proven to be a most
valuable addition to the staff.
Both Betty and Penny have been recipients of the "Woman of the Year" award. Betty
was also chosen "City Employee of the Quarter" several years ago.
The staff at the State office of the Corporation for National and Community Service often
refer new grantees and new program staff in other areas to the San Bernardino SCP for
guidance and technical assistance.
2004-122
16. Summary of Need of Program
ATTACHMENT C
At the present time, there are 200,000 senior citizens in San Bernardino County. By the
year 2020, the Department of Aging and Adult Services says that number should reach
600,000. In a survey of personal care participants conducted by DAAS , 57% were 75 +,
13% were minority and 72% wre functionally impaired. Of the minorites surveyed, 45%
were low-income. These are the populations the Senior Companion Program targets.
The federal grant from the Corporation of National and Community Services for the
Senior Companion Program covers the stipends and meal reimbursement costs, but only
pays mileage to and from the clients' homes. All of the miles the Companions drive
taking their clients to medical appointments, pharmacies, grocery stores, banks, etc. are
not allowable costs under that grant.
Since all Companions must meet the federal low-income guidelines, they are not able to
absorb the extra costs of fuel, maintenance, repairs and insurance. In order to continue
to serve the clients who have no other means of transportation, and in the process, allow
them to remain living in their own homes, we must find a way to secure these funds. We
are hopeful that this application will fill that need.
In the long run, this is much more cost-efficient than placing folks in nursing homes,
which cost upwards of $45,000.00 per year per resident. These costs would be borne by
the taxpayers due to the clients' inability to pay. (Most of them are on Medi-Cal.)
2004-122
17. Proposed Program
ATTACHMENT C
This program will follow DAAS client eligibility guideline by giving priority to seniors
with the greatest social and economic need. There is never a charge to the recipients of
the program's services.
Services provided by the Senior Companions include companionship, assistance with
ADL's, meal preparation, grocery shopping and transporting clients to their medical
appointments, pharmacies, post office, banks, etc.
Many of our elderly clients live in sparsely populated rural areas of the County and
have no means of transportation. They do not have cars or they are unable to drive
anymore. Their neighbors are few and far between and most are in the same
circumstance. If the clients have family members, they reside in other areas of the state
or
country.
We can only use our federal funding from CNCS to pay mileage to the Companions
to and from their clients' homes. The extra miles that the Companions transport their
clients are not an allowable expense. Since all Companions must meet the federal low-
income guidelines, they cannot absorb these extra costs. Therefore, the clients
have no way to receive these necessary services.
Since there are no other programs available to provide these services, the frail -elderly
clients are forced into institutional care where they lose hope, dignity and, many times,
the will to live. Keeping them at home helps them to feel safe, retain their dignity and
highest level of independence. They know that their Senior Companion will always be
there on schedule to fill their needs.
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2004-122
These services follow the DAAS belief that seniors hve the right to age in the least
restrictive environment and to maintain dignity, maintain home environment and avoid
institutional care.
2004-122
18. Budgetary Information
ATTACHMENT C
The budgetary planning is a collaborative effort between the Senior Companion
Manager and her supervisor at the Parks, Recreation and Community Services
Department of the City of San Bernardino. This includes selection of the target
areas, target population and the number of volunteers (Companions) needed to
provide the best and most cost-efficient service to the seniors.
The City as an assigned Account Technician to handle all of the fiscal reports
and records for this program. The Senior Companion Program Manager works closely
with this person.
2004-122
ATTACHMENT C
ED 0
Cl F-1 C2 71 III-B E0 III-FE] VII OMB E:1 VII ELD ABUSE 0
Other
EXPENDITURE CATEGORY
Funding
Less Match
Match
TOTAL
Cash
In -Kind
1.PERSONNEL
Attach Schedule of Personnel
4,680.
14,040.
-0-
18,720
2. STAFF TRAVEL
518.
1.552.
-0- 1
2,070.
_
3. STAFF TRAINING
4. EQUIPMENT
5. CONSULTANTS
6. FOOD COMpanions' lunches
-0-
6,300.
-0-
6,300.
7. OTHER COST
Companion travel
22,500.
-0-
-0-
22,500.
Office Space
-0-
-0-
8,840.
8,840.
Total Expenditure
27,698.
21,892
8,840.
58,430.
LESS MATCH:
Match Cash
21,892.
21,892.
Match In -Kind
8,840.
8,840.
LESS FUNDING:
Non Match USDA
i
Non Match Cash
Non Match In -Kind
Program Income
Deferred Income
TOTAL FUNDING REQUEST
27,698.
27 698.
i
Date of Phone No:909-384-5413
Submission: 3-23-04
Prepared By: Betty A. Deal
Page 12 of 1B
2004-122
Wn
I
t
1
i SAN BERNARDINO COUNTY _
MMvIJCU tfuuut I U
Budget Narrative
Provide justification, rates, comments, descriptions, etc. for line items the
on Budget
Summary Form-DAAS 312.
Line -Item
Cost/Rate
Description/Justification
Personnel:
$12 per hour
30 hrs. per wk @ $12.
p
Vol. Coordinator
per hr x 52 wks x 25% time
=$4,68t)
(Coordinator will spend 25% of his time on this project)
Staff Travel
34.5q per mile
500 x 12 mos. @ 34.5C per mi.x 25% time = $518.
Companion
Travel
i
25C per mi.
15 Companions x 500 per mo. @ 25C per mi. e $22,500.
(Companions take their clients to medicla appointments,
pharmacies, graocery shopping, and to banks, etc.,
which enables the clients to remain in their own homes
I Date
Submitted: _3-23-04
i' San Bernardino County-DAAS 320
E Revised 03/06/2001
t
Provider Name Betty Deal, Manager,
Senior Companion Pier-m
U
Page 13 of 18
2004-122
erreruuekir n
Buc
}yet =1n-K -nd Ar
Provide justification, rates, comments, descriptions, etc. for line items on the Budget
Summary Form-DAAS 312.
Line -Item
Cost/Rate
Descr
tion[Justificafioti'
Office Space
65� per sq. ft.
x 50 sq. ft.
Office space at 61607 Twentynine Palms Highway, Suite E,
x
in Joshua Tree is donated.
260 days =$8,84
.
Date
Submitted: 3-23-04
San Bernardino County-DAAS 322
Revised 03/062001
Provider Name Betty Deal, Manager
Senior Companion Proaram
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Page 14 of 18
2004-122
ATTACHMENT C
NOTE: All references given are for the Older Americans Act of 1965, as amended.
The Applicant Assures that they shall:
1. Set specific goals for providing services to older individuals with the greatest economic or
social needs, including specific objectives for providing services to low income minority
individuals. (306 (a)(5)(A)(i))
2. Include in each agreement made with a subcontractor a requirement that such service will--
(1) specify how the provider intends to satisfy the service needs of low income minority
individuals in the area served by the provider; (II) to the maximum extent feasible, provide
services to low-income minority individuals in accordance with their need for such services;
and (III) meet specific objectives established by the area agency on aging, for providing
services to low-income minority individuals within the planning and services areas. (306
(a)(5)(A)(ii))
3. Use outreach efforts that will — (i) identify individuals eligible for assistance under this Act,
with special emphasis on (1) individuals residing in rural areas; (II) older individuals with
greatest economic need (with particular attention to low-income minority individuals); (III)
older individuals with greatest social need (with particular attention to low-income minority
individuals); (IV) older individuals with severe disabilities; (V) older individuals with limited
English-speaking ability; and (VI) older individuals with Alzheimer's disease or related
disorders with neurological and organic brain dysfunction (and caretakers of such
individuals); and (ii) inform the older individuals referred to in subclauses (1) through (IV) of
clause (i), and the caretakers of such individuals, of the availability of such assistance. (306
fa) (5)(B))
4. Assure that it will — (A) maintain the integrity and public purpose of services provided, and
service providers, under this title in all contractual and commercial relationships; (B)
disclose to the Commissioner and the State agency — (i) the identity of each non
governmental entity with which such agency has contract or commercial relationship relating
to providing any service to older individuals; and (ii) the nature of such contract or such
relationship; (C) demonstrate that a loss or diminution in the quantity or quality of the
services provided, under this title by such agency has not resulted and will not result from
such contract or such relationship; (D) demonstrate that the quantity or quality of the
services to be provided under this title by such agency will be enhanced as a result of such
contract or such relationship; and (E) on the request of the Commissioner or the State for
the purpose of monitoring compliance with this Act (including conduct an audit), disclose all
sources and expenditures of funds such agency receives or expends to provide services to
older individuals. (306 (a)(14) (A) through (E))
5. Assure that funds received under this title will not be used to pay any part of a cost
(including an administrative cost) incurred by the applicant to carry out a contract or
commercial relationship that is not carried out to implement this title. (306 (a)(15))
Page 15 of 18
2004-122
ATTACHMENT C
6. Assure that preference in receiving services under this title will not be given by the applicant
to particular older individuals as a result of a contract or commercial relationship that is not
carried out to implement this title. (306 (a)(16))
7. Assure that (A) the applicant will pursue activities to increase access by older individuals
who are Native Americans to all it's programs under this title.
8. Assure that persons age 60 or over who are frail, homebound by reason of illness or
incapacitating disability, or otherwise isolated shall be given priority in the delivery of
services under this part. (§1321.69 (a)).
9. Such fiscal control and fund accounting procedures will be adopted as may be necessary to
assure proper disbursement of, and accounting for, Federal funds paid under this title to the
applicant. (307 (a)(7)(A))
10. (i) No individual (appointed or otherwise) involved in the designation of the head of any
subdivision of an area agency on aging, is subject to a conflict of interest prohibited under
this Act; (ii) no officer, employee, or other representative of an area agency on aging is
subject to a conflict of interest prohibits under this Act; and (iii) mechanisms are in place to
identify and remove conflicts of interest prohibited under this Act. (307 (a)(71(B))
11. (i) (It will) maintain the integrity and public purpose of services provided in all contractual
and commercial relationships; (ii) Demonstrate that a loss or diminution in the quantity or
quality of the services provided, or to be provided, under this Act by such applicant has not
resulted and will not result from such contract or such relationship; (iii) Demonstrate that the
quantity or quality of the services to be provided will be enhanced as a result of such
contract or such relationship. (307 (a)(7)(C))
12. Furnish assurances to the area agency that the applicant will maintain efforts to solicit
voluntary support and that the funds made available under this title to the applicant will not
be used to supplant funds from non-federal sources. (307 (a)(13)(H))
13. It shall establish procedures that will allow the option to offer a meal, on the same basis as
meals are provided to elderly participants, to individuals providing volunteer services during
the meal hours, and to individuals with disabilities who reside at home with and/or
accompany to meal sites older individuals who are eligible for meals. (307 (a)(13)(I))
14. In the case of purchase or construction, that there are no existing facilities in the community
suitable for leasing as a multipurpose senior center, [and that the] plans and specifications
for the facility are in accordance with regulations relating to minimum standards of
construction promulgated with particular emphasis on securing compliance with the
requirements of the Act of August 12, 1968, commonly known as the Architectural Barriers
Act of 1968. (307 (a)(14)(8)(C))
15. Any laborer or mechanic employed by any applicant in the performance of work on the
[multipurpose senior center] facility will be paid wages at rates not less than those prevailing
for similar work in the locality as determined by the Secretary of Labor in accordance with
the Act of March 3, 1931 (40 USC 276a-276a-5, commonly know as the Davis -Bacon Act),
and the Secretary of Labor shall have, with respect to the labor standards specked in this
clause, the authority and functions set forth in reorganization plan number 14 of 1950 (15
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Page 16 of 18
2004-122
ATTACHMENT C
FIR 3176; 64 Stat. 1267), and Section 2 of the Act of June 13, 1934 (40 U.S.C. 276c). (307
(al (14)(D))
16. If a substantial number of older individuals in the applicants service area are of limited
English-speaking ability, the applicant shall (A) utilize in the delivery of outreach services
under Sec. 306 (a) (2) (A) and 306 (a) (6) (P), the services of workers who are fluent in the
language spoken by a predominate number of elderly individuals who are of limited English-
speaking ability. (307 (a)(20))
17. All services provided under Title III meet all existing state and local licensing, health, and
safety requirements for the provision of those services.
18. All staff hired by the program will be required to attend appropriate training sessions and
workshops sponsored by the Department of Aging & Adult Services and the California
Department of Aging.
19. All materials, videotapes, and publicity will acknowledge the San Bernardino County
Department of Aging & Adult Services and indicate that the programs are made possible by
Older Americans Act funds.
Page 17 of 18
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2004-122
List of Acci irnnf nL% ATTACHMENTC
Any exceptions to the assurances must be noted and fully explained and attached as an Appendix
to the RFA.
14
PAnP to of 1A
2004-122
Regarding Item 4.c Audited and Unaudited Financial Statements under Application
Submission Item C: Guidelines for completing Application, the following explanation is
offered: The Account Technician who can supply this documentation is unavailable at
this time. This information will be forthcoming as soon as possible.
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2004-122
City of San Bernardino
Human Resources f Risk Management Division
300 N.'D' Street
Son Bernardino. CA 92419
Fred Wilson
D,ranor. Human Resources City Administrator
CERTIFICATE OF INSURANCE
OR SELF-INSURANCE
In the event orcancellabon of the self insurance programs cr policies designated below, it is the intent of the
City of San Bernardino to mail 30 days' prior notice thereof to -
County of San Bernardino
Human Services Systems, Contracts
150 S. Lena Road
San Bernardino, CA 92415-0515
The C,IYnf San Barn ardmo ren,fu sthat the following laN.msuranca orog•tlmy or insw net policies are infort¢
City of San Bernardino - Senior Companion Program
The County and its officers, employees, agents, and volunteers are named as
additional insured with respect to liabilities arising out of the performance
of services hereunder.
All rights of subrogation against the County, its officers, volunteers, employees,
contractors and subcontractors are waived.
All policies are nrimary Anil nnn_r•nnh rss...•.....,
COMPANY AND
POLICY
LIMNS OF LIAMLITY Was
TYPE OF COVERAOE
POLICY NO,
PERIOD
Soddy Injury
J PrOpstty Wre"*
Comprehensive
General Liability
ffSe-.nn"rd
.ndthnirc
91.000,000 Combined
Sinlimns
l
uKl Auto Uabihty
Excess Comprehensive
General Liability
mcl Auto L+abiLty
Workers
Compensafion
saff-,nsureO
ndd.ner,
ibrutlry
no coverage
0
T
H
Professional
E
Liability
Self -insured
Indefinite
$1,000,000 per
:laim
R
l nu certificate is not valid unless countersigned by an aothonzed representative of the City of San Bernardino. Risk Management Division.
cc Betty Deal, Parks 6 Rec.
2-10-04
Date
Director Of Human Resourca\ / '�
City of San Bernardino �//�K/'w/ei
Authorized Ropfesontstiye yp„tw,
Rigk ��{{��m[. Coord.
For information regarding the above calf-�nsofance ounces, please contact Risk Management Division at f9091 Sea.53De
nafazl
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2004-122
Addendum to Certificate of Self -Insurance
Acceptance of this application by the County shall constitute an agreement by the
County that a Certificate of Bonafide Program of Self -Insurance by the Contractor
shall satisfy all insurance requirements contained in this agreement.
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2004-122
The City of San Bernardino Senior Companion Program accepts these grievance
procedures.
Provider Name:
3-23-04
Betty Deal, SCP Manager
ATTACHMENT B
COMPLAINT AND GRIEVANCE PROCEDURES
(INSTRUCTIONS: THE PARTICIPANT IS TO READ AND RECEIVE THE TOP PORTION OF THIS FORM. THE BOTTOM
PORTION OF THE FORM IS TO BE SIGNED BY SERVICE RECIPIENT AND PLACED IN THE CONTRACTORS RECORDS.)
If you believe you have been discriminated against, or that there has been a violation of any laws or
regulations, or if you have a problem regarding services received, you have the right to file a grievance.
The following procedures are to be followed when filing a grievance:
1. Identify the complaint/grievance in writing and discuss it with the contractor/service provider.
Time frame: Within 1 week of discrimination/violation/problem.
If resolved at this level, no further action is required. If no resolution is apparent within 10
calendar days, proceed with Step 2.
2. Forward the written complaint/grievance to your Caseworker (whichever is applicable).
Time frame: Within 1 week of Step 1.
If resolved at this level, no further action is required. If no resolution is apparent within 20 calendar
days, proceed with Step 3.
3. Forward the written complaint/grievance to Program Manager at the following address:
Department of Aging and Adult Services
686 E. Mill Street
San Bernardino, CA 92415-0640
Time frame: Within 1 week of Step 2.
If resolved at this level, no further action is required.
4. If no solution is apparent after Steps 1-3 have been exhausted forward copy of written grievance to:
Human Services System, Contracts Manager
150 S. Lena Road
San Bernardino, CA 92415-0515
You will be contacted within 10 calendar days of any actions being taken. Please note: Each of these
steps must be completed in the sequence shown.
....................•.......................................................
In
2004-122
ATTACHMENT C
19. Assurances: — Read "Assurances" (included in Attachment C) and submit reasons for any
Assurances that cannot be complied with. Failure to submit documentation may result in
the application not being considered.
20. Additional Information — Include Subcontractor Information, Former County Officials,
Audited Financial Statements, Insurance Information, Applicant Eligibility, and Complaint
and Grievance Procedures. Failure to submit these documents may result in the
application not being considered.
21. Submitted by:
(Signature)
22. Title: Manager, Senior Companion Program
23. Name: Betty A. Deal
(Typed)
24. Date: 3-22-04
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