Amendment Agreements Signature Routing Sheet to be Routed by Neighborhood & Community Services Date Adopted: Comprehensive Life Services Anne Michael-Smith Neighborhood & Community Services RECEIVED rep 27 alt cant arronwet TACO TC ONSION 728605 CONTRACTORS) $140,000.00 1/1/2018 TO 12/31/2018 RESIORD ‘SAMOUNT TERM DATES Amendment 4 to Phase 2 Case Management at Salvation Army 4aow/30a, ‘SUBJECT (SUMMARY OF SCOPE OF WORK) Order of feel Date Rouing | Deparment Name Received | signed aie Spa eas Faeyr s 2 | Neighborhood and Community Svcs | Linda Stewart 2:240e [2.2438] 3 Legal Debra Casparian 4 | Finance ‘Andrew Cherullo Zk | 5 | Assistant City Manager Tadd Wille [2-1 [213 ‘Comment: jf you have any questions about this contract, please call Jason McKenzie at 253-591-5047 Neighborhood and Community Services Department, Human Services Division, 747 Market Street, Room 835, Tacoma, WA 98402 Fund | Gostanier_| cost lement | __—WS/Order_—_—|_Vendor Number | | 0010 0010 856009 9/7, 5330100, 115301 (a0), q jdatdledeck (C8000, seer this Please Return Executed Agreements to: races track mibn “Few wo" ((OMBLETE |) (27637079) Reviewed and recomynended for Director's signature Program Manager Division Manager. fa pare 2I210|\ 9) dB. lbur-tx-narelAYIYContract Routing a. Agency Comprehensive tife Resources 2. Program Phase 2 Case Management at Salvation Army 3. Auditor Liason McKenzie 4. Resolution No. if applicable) N/A 5. Funding Source [General Fund 6. Fund Amount $140,000 (current contract increased by $100,000) 7. SAP Fund loos 8. Cost Center lesoo0— Dol_in 2ofF a. Cost Element 320100 |10. Tracking Order Number (if applicable) n/a does this need me Like the ones for 2047 cc osua00? [12, WBS element/GRT # (if applicable) N/a [13. ACH info (vendor number) (new/existing) Existing - 115301 14. Bid Specification Number (Competitive RFP) lif applicable) Na 15. Direct Negotiation Waiver (attach if lapplicabie) [Emergency Spending 46. Sole Source Contractor (Yes or N/A)* N/a "Ht er teres ra naa, and wD Woes WATS aH oy TS “his document mst remain withthe on 1 cing te ineral outing processAMENDMENT NO. 1 TO GENERAL FUND AGREEMENT Comprehensive Life Resources Phase 2 Case Management THIS AMENDMENT is made and entered into effective as of the 1st day of January, 2018 (“Effective Date"), by and between the CITY OF TACOMA, Department of Neighborhood and Community Services (hereinafter called the “CITY"), and Comprehensive Life Resources (hereinafter called the CONTRACTOR’). WHEREAS the CITY and the CONTRACTOR entered into a Contract for Phase 2 Case Management services (herein Contract") effective August 1, 2017, and WHEREAS the CITY and the CONTRACTOR desire to amend the Contract in order to increase the compensation allowed under the Contract, increase the number of individuals served, and ‘extend the end date of the Contract, NOW, THEREFORE, in consi forth, the parties agree as follow: 1, The end date of the Contract listed in Section 2.A. is hereby extended from December 381, 2017, to December 31, 2018. ration of the mutual promises and obligations hereinafter set 2. The amount listed in Section 3.. under the Contract is hereby increased by $100,000.00 from $40,000.00 to $140,000.00. 3, The Scope and Schedule of Work, authorized under Exhibit A of the Contract, is hereby amended to reflect the revised Scope and Schedule of Work attached as Exhibit A to this Amendment and include the following changes: i, Revised the Total unduplicated number of Tacoma residents funded by this contract to include details for 2018. li, Revised the Duration of service to read "May 23, 2017 — December 31, 2018." ii, Revised the Annual Outputs table to include a column for 2018. iv. Add section for Common Measures v. Revised the language in the Payment Points section to add details for 2018. vi. Revised the Budget table to add a column for 2018 and reflect the increased compensation. 4, Add a new billing template for January 1, 2018 - December 31, 2018, attached as Exhibit B-1 to this Amendment and incorporated herein. 5, All other terms of the Contract, together with al exhibits, are hereby ratified and shall remain in full force and effect, unaltered by this Amendment. ‘Amendment No. 1 to Professional Services Contract Page 1 of 6 ‘Tacoma/Comprehensive Life Resources Form Date: 8/19/13IN WITNESS WHEREOF, the Parties hereto have executed this Amendment effective as of the Effective Date first written above, CITY OF TACOMA COMPREHENSIVE LIFE RESOURCES Aa 6A Pha Auer foe tain Zacher Tadd Wille Authorized Representative of Comprehensive Assistant City Manager Life Resources Print Nam ala Gillespi Approved: ! nag 1 - Title: 0 rd uy ee texto: I - OR549.39 iinda Stewart Director Neighborhood and Community Services Approved as to Form: [rt dp. LAS Deputy City ‘tore Amendment No, 1 to Professional Services Contract, Page 2 of 6 Tacoma/Comprehensive Life Resources Form Date: 8/19/13,EXHIBIT A SCOPE AND SCHEDULE OF WORK 2017 General Fund Comprehensive Life Resources Phase 2 Case Management Scope of Service: Comprehensive Life Resources (CLR) will provide services designed to meet the priority and goal of Homelessness and Household Stability: Prevention of and pathways out of homelessness are available which connect individuals and families with housing and/or supportive services tailored to their unique needs and criteria established in the City of Tacoma's Human Services Strategic Plan. The services will be in compliance with all applicable requirements set forth by the CITY in its funding philosophy and policies. Alignment with Tacoma’s Vision 2025 Priorities > Human & Social Needs: Increase Housing Security (2A) ~ "Tacoma residents want everyone to have shelter and to feel secure in their housing options. > Human & Social Needs: Improve services to youth and vulnerable populations (28) = Tacoma cherishes its youth and other vulnerable residents; providing service to them is a priority Under this contract, CLR will provide on-site case management services for all Phase 2 individuals residing at The Salvation Army. Services will include: * Housing Stability Plans (Assessing up to twenty areas of need, prioritized by most prevalent, urgent, or immediate. These areas include, but are not limited to: Coordinated Entry, Social Security, employment, legal, substance use, mental health, medical, etc.) * Coordinated Entry Housing Assessments Referrals to appropriate services (Including, but not limited to: Coordinated Entry, Social Security/SOAR, employment programs, legal agencies, substance use disorder agencies, mental health agencies, medical clinics) Assistance in obtaining ID/personal documentation ‘Accessing public assistance ‘Accessing medical services and mental health and/or substance use treatment ‘Arranging transportation to appointments off-site Regular check-in and documented contact with residents, including documentation of all attempts to engage in services Funding from this contract will be used for Case Manager personnel expenses. Total unduplicated number of Tacoma residents funded by this contract: 2017: 40 2018: 120 (The total number of clients will be based on the number of Phase 2 individuals residing at The Salvation Army.) ‘Amendment No. 1 to Professional Services Contract Page 3 of 6 Tacoma/Comprehensive Life Resources Form Date: 8/19/13Location of service delivery: — The Salvation Army 1501 6" Ave, Tacoma, WA 98405 Time of service: Monday ~ Friday: 8:00 a.m. to 6:00 p.m. Duration of service: Aug 1, 2017 - Dec 31, 2018 Target group: (1) City of Tacoma residents only with this funding, (2) Phase 2 individuals residing at The Salvation Army Income level: No Income Limits Service area: City of Tacoma Output Go Ee Total unduplicated number of residents served 120 Service-related output: Total hours of case management (80 hrs/week x 52 weeks x | 630 3120 2 FTE) Number of housing stability plans completed na 90 Number of Coordinated Entry assessments completed na 90 ‘Auxiliary Outputs = Track only Number of referrals/service connections Track | Track "Not tracked in 2017 Common Measures: The Department of Neighborhood and Community Services, Human Services Division developed common measurements with providers in order to: systematize the outcomes and goals of programs, facilitate collaboration, and seek independent and unified assessment of services. Ceneneeeice Report the number of clients that exited to permanent housing. Track ed Permanent Housing ition: Attained permanent subsidized or unsubsidized housing Tool: Official Record — HMIS _ Report the number of clients that have been assessed by the Track Coordinated Entry System. Complete Coordinated Entry Assessment - Improved Homeless. System Utilization Definition: Client is assessed by Coordinated Entry System for their current episode of homelessness Tool: Official Record — Intake and Exit Data, and Case Records ‘Amendment No. 1 to Professional Services Contract Page 4 016 Tacoma/Comprehensive Life Resources Form Date: 8/19/13,Report the change in scores from the United Way Pierce County Selt-sufficiency Matrix for Housing. Assess Change in Housing Status Definition: Assess the household's current housing situation and trajectory Tool: Official Record — United Way of Pierce County Self-sufficiency Matrix on Housing Method: Pre/post Assessment Track Payment Points: The City will implement a payment point structure that accommodates both the need for a billing system that associates reimbursement with service deliverables and the need for programs to have a consistent revenue stream. Fifty (60%) of the budget will be distributed equally over the course of the contract period (8.3% each month for 2018). The remainder of the budget (50%) will be allocated to payment points associated with systems work, equity, and service deliverables as defined in Exhibit "B", Upon completion of each payment point requirement, the program will be compensated. Budget (Expenses charged to this contract) ‘August 1, 2017 — 2018 Projected Budget December 31, 2017 Personnel $40,000 $81,250 Case Manager (1 FTE) $40,000 $57,000 Data Entry (.25 FTE) $0 $14,000 Management (.1 FTE) $0 $10,250 Non-Personnet $0 $18,750 Communications (Cell phone and telemetry) $0 $600 Supplies (Computer, office supplies) $0 | $500 Client Assistance $0 $7650 Administration (10%) $0 $10,000 Total $ 40,000 $100,000 ‘Amendment No. 1 to Professional Services Contract, Page 5 of 6 ‘Tacoma/Comprehensive Life Resources Form Date: 8/19/13,Project: Phase 2 Case Management EXHIBIT B-1 Project Reimbursement Request 2018 General Fund Homelessness & Household Stability (Operating Agency: Comprehensive Life Resources: PROJECT REIMBURSEMENT REQUEST Project Term: January 1, 2018 through December 31, 2018 ‘City Umbrella Dept, NEIGHBORHOOD & COMM. SERVICES @ @ © © @ @ Payne Request Nunber—_X we Payment to: Comprehensive Life Resources Payment — Total Funds Biled by | ayaaet seo | “Pont previous | "Ageneyntuding” | Fmburable cost troughs XK conc | amount | RES | pinceeties | “Shuevequeay™ | Pemarina @ a (2078) = (+6) Tan Boat Budget Program Costs Payment Point (Monthiy) a $50,000.00 50% $4,166.67 $0.00 $0.00 $0.00 $50,000.00 ‘Systems Work: Track Performance Measures: oper anita gentry) 10,000.00 | 10% | $2,600.00 | $0.00 $0.00 $0.00 ‘$10,000.00 Equity Payment Points Quarterly Workshops (Bill quarterty) $5,000.00 5% ‘$1,250.00, $0.00. $0.00, $0.00 $5,000.00 Crpertinal Assessment (el ote ecb me thas been completed) $2,500.00 2.5% ‘$2,500.00 $0.00 $0.00 $0.00 $2,500.00 Fu Asessnet Asin Ses TBNaToMT | gaara | ean | eosnoo | sooo | _sa0o soo | sesc0m uput Performance Payment PORE 25% of ALL oui met sios0000 | 10% | sros0056-| somo | —sos0 300 300000 50% of ALL oupuls met $10,000.00 | —to% | st0000 0 | —so.00 | —sn00 $0.00 $000.00 75% f AL oops met Sio00.00 | 10% | sto,00000 | —s0.00 | —so.00 3000 'a00000 TOTAL $100,000.00. 100% $0.00, $0.00 $0.00 $100,000.00 AGENCY: I certify that the materials have been furnished, the services rendered or the labor performed as described, and that the claim is just, due and an unpaid obligation against the City of Tacoma. Prepared by: Date prepared: Director's signature: ‘Amendment No. 1 to Professional Services Contract ‘Tacoma/Comprehensive Life Resources City of Tacoma Contract & Program Aucitor: City of Tacoma Accountant: City of Tacoma Management: Page 6 of 6 Form Date: 8/19/13AMENDMENT NO. 1 TO GENERAL FUND AGREEMENT Comprehensive Life Resources Phase 2 Case Management ‘THIS AMENDMENT is made and entered into effective as of the 1st day of January, 2018 (‘Effective Date"), by and between the CITY OF TACOMA, Department of Neighborhood and Community Services (hereinafter called the "CITY"), and Comprehensive Life Resources (hereinafter called the CONTRACTOR’). WHEREAS the CITY and the CONTRACTOR entered into a Contract for Phase 2 Case Management services (herein “Contract") effective August 1, 2017, and WHEREAS the CITY and the CONTRACTOR desire to amend the Contract in order to increase the compensation allowed under the Contract, increase the number of individuals served, and extend the end date of the Contract, NOW, THEREFORE, in consideration of the mutual promises and obligations hereinafter set forth, the patties agree as follows: 1. The end date of the Contract listed in Section 2.A. is hereby extended from December 31, 2017, to December 31, 2018. 2. The amount listed in Section 3.A. under the Contract is hereby increased by $100,000.00 from $40,000.00 to $140,000.00. 3. The Scope and Schedule of Work, authorized under Exhibit A of the Contract, is hereby amended to reflect the revised Scope and Schedule of Work attached as Exhibit A to this Amendment and include the following changes: i, Revised the Total unduplicated number of Tacoma residents funded by this contract to include details for 2018. li, Revised the Duration of service to read "May 23, 2017 - December 31, 2018." li, Revised the Annual Outputs table to include a column for 2018. iv, Add section for Common Measures v. Revised the language in the Payment Points section to add details for 2018. vi. Revised the Budget table to add a column for 2018 and reflect the increased compensation. 4, Add a new billing template for January 1, 2018 - December 31, 2018, attached as Exhibit B-1 to this Amendment and incorporated herein, 5. Allother terms of the Contract, together with all exhibits, are hereby ratified and shall remain in full force and effect, unaltered by this Amendment. Amendment No. 4 to Professional Services Contract Page 1 of 6 Tacoma/Comprehensive Lite Resources Form Date: 8/19/13,IN WITNESS WHEREOF, the Parties hereto have executed this Amendment effective as of the Effective Date first written above. CITY OF TACOMA COMPREHENSIVE LIFE RESOURCES td wth, Pha Muluew foo Kin Zacher Tadd Authorized Representative of Comprehensive Assistant City Manager Life Resources “Paula Gillespie — Print Nam a: ; Apes él) CL. Title: W a taxio: Ol - 0854939 Linda Stewart Director Neighborhood and Community Services Approved as to Form: Deh avl hg Deputy City Attorn - Amendment No, 1 to Professional Services Contract, Page 2 of 6 ‘Tacoma/Comprehensive Life Resources Form Date: @/19/13EXHIBIT A SCOPE AND SCHEDULE OF WORK 2017 General Fund Comprehensive Life Resources Phase 2 Case Management Scope of Service: Comprehensive Life Resources (CLR) will provide services designed to meet the priority and goal of Homelessness and Household Stability: Prevention of and pathways out of homelessness are available which connect individuals and families with housing and/or supportive services tailored to their unique needs and criteria established in the City of Tacoma’s Human Services Strategic Plan. The services will be in compliance with all applicable requirements set forth by the CITY in its funding philosophy and policies. Alignment with Tacoma’s Vision 2025 Priorities > Human & Social Needs: Increase Housing Security (2A) ~ = Tacoma residents want everyone to have shelter and to feel secure in their housing options. > Human & Social Needs: Improve services to youth and vulnerable populations (2B) = Tacoma cherishes its youth and other vulnerable residents; providing service to them is a priority Under this contract, CLR will provide on-site case management services for all Phase 2 individuals residing at The Salvation Army. Services will include: + Housing Stability Plans (Assessing up to twenty areas of need, prioritized by most prevalent, urgent, or immediate. These areas include, but are not limited to: Coordinated Entry, Social Security, employment, legal, substance use, mental health, medical, etc.) * Coordinated Entry Housing Assessments + Referrals to appropriate services (Including, but not limited to: Coordinated Entry, Social Security/SOAR, employment programs, legal agencies, substance use disorder agencies, mental health agencies, medical clinics) Assistance in obtaining ID/personal documentation Accessing public assistance Accessing medical services and mental health and/or substance use treatment Arranging transportation to appointments off-site Regular check-in and documented contact with residents, including documentation of all attempts to engage in services Funding from this contract will be used for Case Manager personnel expenses. Total unduplicated number of Tacoma residents funded by this contract: 2017: 40 2018: 120 (The total number of clients will be based on the number of Phase 2 individuals residing at The Salvation Army.) Amendment No. 1 to Professional Services Contract, Page 3 of 6 ‘Tacoma/Comprehensive Life Resources Form Date: 8/19/13Location of service delivery: The Salvation Army 1501 6" Ave, Tacoma, WA 98405 Time of service: Monday ~ Friday: 8:00 a.m. to 5:00 p.m. Duration of service: Aug 1, 2017 - Dec 31, 2018 Target group: (1) City of Tacoma residents only with this funding, (2) Phase 2 individuals residing at The Salv Army Income level: No Income Limits Service ares City of Tacoma Output Goi 2017 Total unduplicated number of residents served 40 120 Service-related outputs Total hours of case management (30 hrs/week x52 weeks x | 630 3120 2 FTE) Number of housing stability plans completed nae 30 ‘Number of Coordinated Entry assessments completed nae 20 ‘Auxiliary Outputs — Track only Number of referrals/service connections Track | Track “Not tracked in 2017 Common Measur The Department of Neighborhood and Community Services, Human Services Division developed common measurements with providers in order to: systematize the outcomes and goals of programs, facilitate collaboration, and seek independent and unified assessment of services. Report the number of clients that exited to permanent housing. Track Attained Permanent Housing Definition: Attained permanent subsidized or unsubsidized housing Tool: Official Record — HMIS Report the number of clients that have been assessed by the Track Coordinated Entry System. Complete Coordinated Entry Assessment - Improved Homeless System Utilization Definition: Client is assessed by Coordinated Entry System for their current episode of homelessness Tool: Official Record — Intake and Exit Data, and Case Records ‘Amendment No. 1 to Professional Services Contract, ‘Tacoma/Gomprehensive Lite Resources Form Date: 8/19/13Report the change in scores from the United Way Pierce County Self-sufficiency Matrix for Housing. ‘Assess Change in Housing Status Definition: Assess the household's current housing situation and trajectory Tool: Official Record — United Way of Pierce County Sett-suf Matrix on Housing lethod: Pre/post Assessment Payment Points: The City will implement a payment point structure that accommodates both the need for a billing system that associates reimbursement with service deliverables and the need. for programs to have a consistent revenue stream. Fifty (50%) of the budget will be distributed equally over the course of the contract period (8.3% each month for 2018). The remainder of the budget (50%) will be allocated to payment points associated with systems work, equity, and service deliverables as defined in Exhibit “B”. Upon ‘completion of each payment point requirement, the program will be compensated. Budget (Expenses c! August 1, 2017— 2018 Projected Budget December 31, 2017 Personnel $40,000 $81,250 Case Manager (1 FTE) $40,000 $57,000 Data Entry (.25 FTE) $0 $14,000 Management (.1 FTE) $0 $10,250 Non-Personne! $0 $18,750 ‘Communications (Cell phone and telemetry) $0 $600 Supplies (Computer, office supplies) $0 $500 Client Assistance $0 $7650 ‘Administration (10%) $0 $10,000 Total $ 40,000 $100,000 ‘Amendment No, 1 to Professional Services Contract Page 5 of 6 ‘Tacoma/Comprehensive Life Resources Form Date: 8/19/13,EXHIBIT B-1 Project Reimbursement Request 2018 General Fund Homelessness & Household Stability Project Phase 2 Case Management PROJECT REIMBURSEMENT REQUEST Operating Agency: Comprehensive Life Resources Project Tem: January 1, 2018 trouah December St, 2018 City Umbreia Dept: NEIGHBORHOOD & COMM, SERVICES a @ © a a @ Payment Request Number: —_XX_ fewatai mt prehensive Life Resources Payment | Femenrse Total Funds Billed by ” Payment: Come xa | "om" | “amare | previous | “Ageroriecusne” | Sia Reimbursable costs through: JOC Contract | Amount oe Funds Billed this request) a (Funds en a a ore) | Steg (6) Tem Budget Budget Program Costs Payment Point (Monthiy) "$50,000.00 | s0% | $416867 | $0.00 $0.00 $000. ‘$60,000.00 Systems Work Track Performance Measures pero me 's10.00000 | 10% | $2600.00 | _ so.00 $0.00 $0.00 $10,000.00 Equity Payment Points fe ‘Quarterly Workshops (Bill quarterly) $5,000.00, 5% | $7,250.00 $0.00, $0.00 3000) $5,000.00, Orparizaional Assessment (Bil ter Tedback eee enter s250000 | 25% | 250000 | sooo $0.00 30.00 $2,500.00 Ful Aeseeoment Acton Sra iTaTondel_ T gasgonan | 2ex | eeaoaoo | som | sn00 soo) ssto00 Output Performance Payment Pointe 25% of ALL oulputs met Siopoo00 | 10% | sro,c0000 | $0.00 3000 $000 $0000 [50% of ALL outputs met $10,000.00 | 10% | $10,000.00 | $0.00 $0.00 $0.00 $10,000.00 75% of ALL outputs met $10,000.00 | 10% | $10,000.00 | $0.00 $0.00 $0.00 $10,000.00 TOTAL $100,000.00 | 400% $0.00 $0.00 $0.00 '$100,000.00 AGENCY: / certify that the materials have been furnished, the services rendered or the labor performed as described, and that the claim is just, due and an unpaid obligation against the City of Tacoma. Prepared by: Date prepared: Director signature: ‘Amendment No. 1 to Professional Services Contract ‘Tacoma/Comprehensive Life Resources Cty of Tacoma Contract & Program Auditor. City of Tacoma Accountant: Cty of Tacoma Management: Page 6 of 6 Form Date: 8/19/13,