HomeMy WebLinkAboutFY20 SRC SHIIP GRANT CONTRACTDocuSlen Envelope ID: 520DFDEA- M204A23- B1C8- DF97CF3ABDB0
STATE OF NORTH CAROLINA
COUNTY OF WAKE
Grant Name: CDAP - State Health insurance Assistance Program
Federal Awarding Agency: US Department of Health & Human Services,
Administration for
Community Living
CFDA # 93.324 Fiscal Year: 2019 -2020
Grant Award # 90SAPG0027 -03 -01 Performance Period: 7/1/2019 - 6/30/2020
Cost Center: 16001636g9 , Award Amount $ 10,929.00
Account # 536405 Federal Award Date: 4/19/19
Contract Between
Recipient: Subreceipient:
State of North Carolina Name: New Hanover Co /sr Resource Ctr /RSVP
Department of Insurance County: New Hanover
SHIIP Division Tax 1D /F1N# 56- 6000324
DUNS # 40029563
This Contract and its attachments shall be completed and returned to the Recipient within 45 days of receiving the
electronic document in order for the Recipient to process the award and provide funds to the Subrecipient. The
Subrecipient shall provide the Recipient with progress reports and a final report detailing the Subrecipient's use of
State funds.
1. Contract Documents: This Contract shall consist of the following documents, incorporated herein by
reference:
(1) This Contract; ,
(2) General Terms and Conditions for Public Sector Contracts (Attachment A)
(3) Statement of Work (Attachment B)
(4) Line Item Budget and Budget Narrative (Attachment C)
(5) Certifications Regarding, Drag -Free Work - Place; Lobbying; and Debarment, Suspension and Other
Responsibility Matters (Attachment D)
These documents constitute the entire agreement between the Parties and supersede all prior statements or
agreements.
ements.
2. Precedence Among Contract Documents: In the event of a conflict between or among the terms of the
Contract Documents, dw terms in the Contract Document with the highest relative precedence shall prevail.
The order of precedence shall be the order of documents as listed in Paragraph 1, above, with the first -listed
document having the highest precedence and the last -listed document having the lowest precedence. If there
are multiple Contract Amendments, the most recent amendment shall have the highest precedence and the
oldest amendment shall have the lowest precedence.
3. Subrecipient's Duties: The Subrecipient shall provide the services as described in Attachment B with the
terms of this Contract and in accordance with the approved budget in Attachment C. The Subrecipient shall
maintain and make available all records, papers, vouchers, books, correspondence or other documentation
or evidence at reasonable times for review, inspection or audit by duly authorized officials of the Recipient,
the North Carolina State Auditor, or applicable federal agencies. Upon termination of contract as a SHIIP
Coordinating Site, any equipment or property less than five (5) years old purchased by Subrecipient with
grant funds to perform SHUP functions shall be returned to the Recipient in good working order. The
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Subrecipient shall submit to the Recipient all plans, reports, documents or other products that the Recipient
may require, in the form specified by the Recipient, including at the least following:
A) A final budget report of expenses incurred during the contract period date;
B) A mid -year report of the contracted activities of the Subrecipient due by January 31;
C) A final comprehensive report within sixty (60) days of the project end date, due on or before August 31.
4. Recipient's Duties: The Recipient shall reimburse the Subrecipient for the costs of services and activities
described in Attachment B and in accordance with the approved budget in Attachment C. The Recipient
shall monitor the Subrecipient for compliance with the terms of this Contract; and shall specify all reports
and other deliverables required from the Subrecipient. The Recipient shall pay the Subrecipient in the
manner and in the amounts specified in the Contract Documents.
[ X ] a. There are no matching requirements from the Subrecipient.
[ ] b. The Subrecipient's matching requirement is $1& which shall consist of
[ ] In-kind [ ] Cash
[ l Cash and In -kind [ ] Cash and/or In -kind
The contributions from the Subrecipient shall be source from non - federal funds.
5. Conflict of Interest Policy: The Recipient has determined that this Contract is not subject to NCGS 143C-
622&23.
6. Reversion of Unexpended Funds: Any unexpended grant funds shall revert to the Recipient upon
termination of this Contract.
7. Grants: The Subrecipient has the responsibility to ensure that all sub - grantees, if any, provide all
information necessary to permit the Subrecipient to comply with the terms and conditions set forth in this
Contract. The grant award for the contract is not to be used for Research & Development (R&D).
B. Payment Provisions: As provided. in NCGS 143C -6 -21 this Contract is an annual appropriation of
$100,000 or less to or for the use of a non-profit corporation and payment shall be made in a single annual
payment.
9. Contract Administrators: All notices permitted or required to be given by one Party to the other and all
questions about the contract from one Party to the other shall be addressed and delivered to the other Party's
Contract Administrator. The name, address, telephone number and fax number of the Parties' respective
initial Contract Administrators are set out below. Either Party may change the name, address, telephone
number and fax number of its Contract Administrator by giving timely written notice to the other Party.
For the Receipient:
Melinda Munden, Deputy Commissioner
SHIIP Division
1201 Mail Service center
Raleigh, NC 27699 -1201
Telephone: 919- 807 -6900
For the Subreceipient:
,411 i e Hernandez
New Hanover Co /Sr Resource Ctr /RSVP
2222 S. College Road
Wilmington, NC 28403
Telephone: 910 - 798 -6400
10. Supplementation of Expenditures of Public Funds: The Subrecipient assures that funds received under
this Contract shall be used only to supplement, not to supplant, the total amount of federal, state and local
public funds the Subrecipient otherwise expends for SHIIP services and related programs. Funds received
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under this Contract shall be used to provide additional public funding for such services; the funds shall not
be used to reduce the Subrecipient's total expenditure of other public funds for such services.
11. Disbursements: As a condition of this Contract, the Subrecipient acknowledges and agrees to make
disbursements in accordance with the following requirements:
a. Implement adequate internal controls over disbursements;
b. Pre -audit all vouchers presented for payment to determine:
• Validity and accuracy of payment;
• Payment due date;
• Adequacy of documentation supporting payment; and
• Legality of disbursement;
C. Assure adequate control of signature stamps/plates;
I Assure adequate control of negotiable instruments; and
e. Implement procedures to ensure that the account balance is solvent and reconcile the account
monthly.
12. Outsourcing: The Subrecipient certifies that it has identified to the Recipient all jobs related to the
Contract that have been outsourced to other countries, if any Subrecipient further agrees that it will not
outsource any such jobs during the term of this Contract without providing notice to the Recipient.
13. Executive Order # 24: NCGS 133 -32 and Executive Order 24 prohibit the offer to, or acceptance by, any
State Employee of any gift from anyone with a contract with the State, or from any person seeking to do
business with the State. By execution of any response in this procurement, you attest, for your entire
organization and its employees or agents, that you are not aware that any such gift has been offered,
accepted, or promised by any employees of your organization.
14. Audit: The Recipient reserves the right to conduct an audit through the NCSMP Program Director. The
Subrecipient must permit access to records and financial statements by the audit staff of Recipient as
necessary.
15. Federal Certifications: The Subrecipient agrees to execute the following federal certifications that are
attached to this agreement (applicable when receiving federal funds).
A. Certification Regarding Lobbying.
B. Certification Regarding Department.
C. Certification Regarding Drug -Free Workplace Requirements.
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16. Signature Warranty: The undersigned represent and warrant that they are authorized to bind their
principals to the terms of this agreement.
Subrecipient:
Division of Sly.
DATE:
10/04/2019
BY: _ DATE:
Mel) ' n a w�unc�en
BY: DATE:
BY: DATE:
Contract is not executed until last signature is obtained.
o.
Reviewed by: �.
controller's office Review:
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Attachment A
General Terms and Conditions
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DEFDUTIONS
(8)
"Financial Statement" means a report
Unless
indicated otherwise from the context, the
providing financial statistics relative to a given
following terms shall have the following meanings in this
part of an organization's operations or status.
Contract. Some definitions are from 9 NCAC 3M.0102
(9)
"Grant" means financial assistance provided by
unless otherwise noted. If the rule or statute that is the
an Recipient, Subrecipient, or subrecipient to
source
of the definition is changed by the adopting
carry out activities whereby the grantor
authority, the change shall be incorporated herein.
anticipates no programmatic involvement with
(1)
"Recipient" (as used in the context of the
the Subrecipient or subrecipient during the
definitions below) shall mean and include
performance of the grant.
every public office, public officer or official
(10)
"Subrecipient" has the meaning in NCGS
(State or local, elected or appointed),
143C- 6- 23(a)(2): a non -State entity that
institution, board, commission, bureau,
receives a grant of State funds from a State
council, department, authority or other unit of
agency, department, or institution but does not
government of the State or of any county, unit,
include any non-State entity subject to the audit
special district or other political sub- agency of
and other reporting requirements of the Local
government. For other purposes in this
Government Commission. For other purposes
Contract, "Recipient" shall mean the entity
in this Contract, "Subrecipient" shall mean the
identified as one of the parties hereto.
entity identified as one of the parties hereto.
(2)
"Audit" means an examination of records or
(11)
"Grantors' means an entity that provides
financial accounts to verify their accuracy
resources, generally financial, to another entity
(3)
"Certification of Compliance" means a report
in order to achieve a specified goal or objective.
provided by the Recipient to the Office of the
(12)
" Non -State Entity" has the meaning in NCGS
State Auditor that states that the Subrecipient
143C- 1- 1(d)(18): Any of the following that is
has met the reporting requirements established
not a State agency: An individual, a firm, a
by this Subchapter and included a statement of
partnership, an association, a county, a
certification by the Recipient and copies of the
corporation, or any other organization acting as
submitted Subrecipient reporting package.
a unit. The term includes a unit of local
(4)
"Compliance Supplement" refers to the North
government and public authority.
Carolina State Compliance Supplement,
(13)
"Public Authority's has the meaning in NCGS
maintained by the State and Local Government
143C- 1- 1(d)(22): Anrunicipal corporationthat
Finance Agency within the North Carolina
is not a unit of local government or a local
Department of State Treasurer that has been
governmental authority, board, commission,
developed in cooperation with agencies to
council, or agency that (i) is not a municipal
assist the local auditor in identifying program
corporation and (ii) operates on an area,
compliance requirements and audit procedures
regional, or multiunit basis, and the budgeting
for testing those requirements.
and accounting systems of which are not fully
(5)
"Contract" means a legal instrument that is
a part of the budgeting and accounting systems
used to reflect a relationship between the
of a unit of local government.
Recipient, Subrecipient, and subrecipient.
(14)
"Single Audit" means an audit that includes an
(6)
"Fiscal Year" means the annual operating year
examination of an organization's financial
of the non -State entity.
statements, internal controls, and compliance
(7)
"Financial Assistance" means assistance that
with the requirements of Federal or State
non -State entities receive or administer in the
awards.
form of grants, loans, loan guarantees, property
(15) "Special Appropriation" means a legislative act
(including donated surplus property),
authorizing the expenditure of a designated
cooperative agreements, interest subsidies,
amount of public funds for a specific purpose.
insurance, food commodities, direct
(16)
"State Funds" means any funds appropriated by
appropriations, and other assistance. Financial
the North Carolina General Assembly or
assistance does not include amounts received as
collected by the State of North Carolina. State
reimbursement for services rendered to
funds include federal financial assistance
individuals for Medicare and Medicaid patient
received by the State and transferred or
services.
disbursed to non -State entities. Both Federal
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and State funds maintain their identity as they
are subrecipient to other organizations.
Pursuant to NCGS 143C-6- 23(a)(1), the terms
"State grant funds" and "State grants" do not
include any payment made by the Medicaid
program, the State Health Plan for Teachers
and State Employees, or other similar medical
programs.
(17) "Subrecipiem" has the meaning in NCGS
143C -6- 23(a)(3): a non -State entity that
receives State funds as a grant from a grantee
or from another subrecipient but does not
include any non -State entity subject to the audit
and other reporting requirements of the Local
Government Commission.
(18) "Unit of Local Government" has the meaning
in NCGS 143C- 1- 1(d)(29): A municipal
corporation that has the power to levy taxes,
including a consolidated city -county as defined
by NCGS -160B -2(1), and all boards, agencies,
commissions, authorities, and institutions
thereof that are not municipal corporations.
Relationships of the Parties
Independent Contractor: The Subrecipient is and shall
be deemed to be an independent contractor in the
performance of this Contract and as such shall be wholly
responsible for the work to be performed and for the
supervision of its employees. The Subrecipient represents
that it has, or shall secure at its own expense, all personnel
required in performing the services under this agreement.
Such employees shall not be employees of, or have any
individual contractual relationship with, the Recipient.
Subcontracting: The Subrecipient shall not subcontract
any of the work contemplated under this Contract without
prior written approval from the Recipient. Any approved
subcontract shall be subject to all conditions of this
Contract. Only the subcontractors or subrecipients
specified in the contract documents are to be considered
approved upon award of the contract. The Recipient shall
not be obligated to pay for any work performed by any
unapproved subcontractor or subrecipient. The
Subrecipient shall be responsible for the performance of
all of its subrecipients and shall not be relieved of any of
the duties and responsibilities of this Contract.
Subrecipients: The Subrecipient has the responsibility
to ensure that all subrecipients, if any, provide all
information necessary to permit the Subrecipient to
comply with the standards set forth in this Contract.
Assignment: No assignment of the Subrecipient's
obligations or the Subrecipient's right to receive payment
hereunder shall be permitted. However, upon written
request approved by the issuing purchasing authority, the
State may:
(a) Forward the Subrecipient's payment check(s)
directly to any person or entity designated by the
Subrecipient, or
(b) Include any person or entity designated by
Subrecipient as a joint payee on the
Subrecipient's payment check(s).
In no event shall such approval and action obligate the
State to anyone other than the Subrecipient and the
Subrecipient shall remain responsible for fulfillment of all
contract obligations.
Beneficiaries: Except as herein specifically provided
otherwise, this Contract shall inure to the benefit of and
be binding upon the parties hereto and their respective
successors. It is expressly understood and agreed that the
enforcement of the terms and conditions of this Contract,
and all rights of action relating to such enforcement, shall
be strictly reserved to the Recipient and the named
Subrecipient. Nothing contained in this document shall
give or allow any claim or right of action whatsoever by
any other third person. It is the express intention of the
Recipient and Subrecipmt that any such person or entity,
other than the Recipient or the Subrecipient, receiving
services or benefits under this Contract shall be deemed
an incidental beneficiary only.
Ineligible Vendors: As provided in G.S. 147 -86.59 and
G.S. 147 - 86.82, the following companies are ineligible
to contract with the State of North Carolina or any
political subdivision of the State: a) any company
identified as engaging in investment activities in Iran, as
determined by appearing on the Final Divestment List
created by the State Treasurer pursuant to G.S. 147-
86.58, and b) any company identified as engaged in a
boycott of Israel as determined by appearing on the List
of restricted companies created by the State Treasurer
pursuant to G.S. 147 - 86.81. A contract with the State or
any of its political subdivisions by any company
identified in a) or b) above shall be void ab initio.
Indemnity
Indemnification: The Subrecipient agrees to indemnify
and hold harmless the Recipient, the State of North
Carolina, and any of their officers, agents and employees,
from any claims of third parties arising out of any act or
omission of the Subrecipient in connection with the
performance of this Contract to the extent permitted by
law.
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Default and Termination
Termination by Mutual Consent: The Parties may
terminate this Contract by mutual consent with 60 days'
notice to the other party, or as otherwise provided by law.
Termination Without Cause: The Recipient may
terminate this contract without cause by giving 60 days
written notice to the Contractor. In that event, all finished
or unfinished deliverable items . prepared by the
Contractor under this contract shall, at the option of the
Recipient, become its property and the Contractor shall be
entitled to receive just and equitable compensation for any
satisfactory work completed on such materials, minus any
payment or compensation previously made.
Termination for Cause: If, through any cause, the
Subrecipient shall fail to fulfill its obligations under this
Contract in a timely and proper manner, the Recipient
shall have the right to terminate this Contract by giving
written notice to the Subrecipient and specifying the
effective date thereof. In that event, all finished or
unfinished deliverable items prepared by the Subrecipient
under this Contract shall, at the option of the Recipient,
become its property and the Subrecipient shall be entitled
to receive just and equitable compensation for any
satisfactory work completed on such materials, minus any
payment or compensation previously . made.
Notwithstanding the foregoing provision, the
Subrecipient shall not be relieved of liability to the
Recipient for damages sustained by the Recipient by
virtue of the Subrecipient's breach of this agreement, and
the Recipient may withhold any payment due the
Subrecipient for the purpose of setoff until such time as
the exact amount of damages due the Recipient from such
breach can be determined.
Waiver of Default: Waiver by the Recipient of any
default or breach in compliance with the terms of this
Contract by the Subrecipient shall not be deemed a waiver
of any subsequent default or breach and shall not be
construed to be modification of the terms of this Contract
unless stated to be such in writing, signed by an
authorized representative of the Recipient and the
Subrecipient and attached to the contract.
Availability of Funds: The parties to this Contract agree
and understand that the payment of the sums specified in
this Contract is dependent and contingent upon and
subject to the appropriation, allocation, and availability of
funds for this purpose to the Recipient.
Force Majeure: Neither party shall be deemed to be in
default of its obligations hereunder if and so long as it is
prevented from performing such obligations by any act of
war, hostile foreign action, nuclear explosion, riot, strikes,
civil insurrection, earthquake, hurricane, tornado, or other
catastrophic natural event or act of God.
Survival of Promises: All promises, requirements,
terms, conditions, provisions, representations, guarantees,
and warranties contained herein shall survive the contract
expiration or termination date unless specifically
provided otherwise herein, or unless superseded by
applicable federal or state statutes of limitation.
Health Insurance Portabflity and Accountability Act
(HIPAA): The Contractor agrees that, if the Recipient
determines that some or all of the activities within the
scope of this contract are subject to the Health Insurance
Portability and Accountability Act of 1996, P.L. 104 -91,
as amended C HWAA'), or its implementing regulations,
it will comply with the HWAA requirements and will
execute such agreements and practices as the Recipient
may require to ensure compliance.
Executive Order # 24: "By Executive Order 24, issued
by Governor Perdue, and NCGS 133 -32, it is unlawful for
any vendor or contractor ( i.e. architect, bidder,
contractor, construction manager, design professional,
engineer, landlord, offeror, seller, subcontractor, supplier,
or vendor), to make gifts or to give favors to any State
employee of the Governor's Cabinet Agencies (i.e.,
Administration, Commerce, Correction, Crime Control
and Public Safety, Cultural Resources, Environment and
Natural Resources, Health and Human Services, Juvenile
Justice and Delinquency Prevention, Revenue,
Transportation, and the Office of the Governor). This
prohibition covers those vendors and contractors who
have a contract with a governmental agency, or have
performed under such a contract within the past year, or
anticipate bidding on such a contract in the future.
For additional information regarding the specific
requirements and exemptions, vendors and contractors
are encouraged to review Executive Order 24 and NCGS
See. 133-32.
Executive Order 24 also encouraged and invited other
State Agencies to implement the requirements and
prohibitions of the Executive Order to their agencies.
Vendors and contractors should contact other State
Agencies to determine if those agencies have adopted
Executive Order 24."
Intellectual Property Rights
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Copyrights and Ownership of Deliverables: All
deliverable items produced pursuant to this Contract are
the exclusive property of the Recipient. The Subrecipient
shall not assert a claim of copyright or other property
interest in such deliverables.
Compliance with Applicable Laws
Compliance with Laws: The Subrecipient shall comply
with all laws, ordinances, codes, Hiles, regulations, and
licensing requirements that are applicable to the conduct
of its business, including those of federal, state, and local
agencies having jurisdiction and/or authority.
Equal Employment Opportunity: The Subrecipient
shall comply with all federal and state laws relating to
equal employment opportunity.
Confidentiality
Confidentiality: Any information, data, instruments,
documents, studies or reports given to or prepared or
assembled by the Subrecipient under this agreement shall
be kept as confidential and not divulged or made available
to any individual or organization without the prior written
approval of the Recipient. The Subrecipient
acknowledges that in receiving, storing, processing or
otherwise dealing with any confidential information it
will safeguard and not further disclose the information
except as otherwise provided in this Contract.
Oversight
Access to Persons and Records: The State Auditor shall
have access to persons and records as a result of all
contracts or grants entered into by State agencies or
political subdivisions in accordance with NCGS 147-
64.7. Additionally, as the State funding authority, the
Recipient and all applicable federal agencies or their
agents shall have access to persons and records as a result
of all contracts or grants entered into by State agencies or
political subdivisions.
Record Retention: Records shall not be destroyed,
purged or disposed of without the express written consent
of the Recipient. State basic records retention policy
requires all grant records to be retained for a minimum of
five years or until all audit exceptions have been resolved,
whichever is longer. If the contract is subject to federal
policy and regulations, record retention may be longer
than five years since records must be retained for a period
of three years following submission of the final Federal
Financial Status Report, if applicable, or three years
following the submission of a revised final Federal
Financial Status Report. Also, if any litigation, claim,
negotiation, audit, disallowance action, or other action
involving this Contract has been started before expiration
of the five -year retention period described above, the
records must be retained until completion of the action
and resolution of all issues which arise from it, or until the
end of the regular five -year period described above,
whichever is later.
Miscellaneous
Choice of Law: The validity of this Contract and any of
its terms or provisions, as well as the rights and duties of
the parties to this Contract, are governed by the laws of
North Carolina. The Subrecipient, by signing this
Contract, agrees and submits, solely for matters
concerning this Contract, to the exclusive jurisdiction of
the courts of North Carolina and agrees, solely for such
purpose, that the exclusive venue for any legal
proceedings shall be Wake County, North Carolina. The
place of this Contract and all transactions and agreements
relating to it, and their sites and forum, shall be Wake
County, North Carolina, where all matters, whether
sounding in contract or tort, relating to the validity,
construction, interpretation, and enforcement shall be
determined.
Amendment: This Contract may not be amended orally
or by performance. Any amendment must be made in
written form and executed by duly authorized
representatives of the Recipient and the Subrecipient.
SeverabiIity: In the event that a court of competent
jurisdiction holds that a provision or requirement of this
Contract violates any applicable law, each such provision
or requirement shall continue to be enforced to the extent
it is not in violation of law or is not otherwise
unenforceable and all other provisions and requirements
of this Contract shall remain in full force and effect.
Headings: The Section and Paragraph headings in these
General Terms and Conditions are not material parts of
the agreement and should not be used to construe the
meaning thereof.
Time of the Essence: Time is of the essence in the
performance of this Contract.
Key Personnel: The Contractor shall not replace any of
the key personnel assigned to the performance of this
contract without the prior written approval of the
Recipient. The term "key personnel' includes any and all
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persons identified as such in the contract documents and
any other persons subsequently identified as key
personnel by the written agreement of the parties.
Care of Property: The Subrecipient agrees that it shall
be responsible for the proper custody and care of any
property furnished to it for use in connection with the
performance of this Contract and will reimburse the
Recipient for loss of, or damage to, such property. At the
termination of this Contract, the Subrecipient shall
contact the Recipient for instructions as to the disposition
of such property and shall comply with these instructions.
Travel Expenses: Reimbursement to the Subrecipient
for travel mileage, meals, lodging and other travel
expenses incurred in the performance of this Contract
shall be reasonable and supported by documentation.
State rates should be used as guidelines. International
travel shall not be reimbursed under this Contract.
Sales/Use Tax Refunds: If eligible, the Subrecipient and
all subrecipients shall: (a) ask the North Carolina
Department of Revenue for a refund of all sales and use
taxes paid by them in the performance of this Contract,
pursuant to NCGS 105 - 164.14; and (b) exclude all
refundable sales and use taxes from all reportable
expenditures before the expenses are entered in their
reimbursement reports.
Advertising: The Subrecipient shall not use the award of
this Contract as a part of any news release or commercial
advertising, except as allowed in Attachment B.
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Attachment B
For the period 7/1/2019 - 6/30/2020
Statement of Work
Subrecipient: New Hanover co /Sr Resource Ctr /RSVP
This statement should be a short summary describing what the Submcipient does and how the Subrecipient will use these
funds. The terms of the contract between the SHIIP office and the agencies require local programs meet these goals for
the contract period. The uses of these funds are not limited to but MUST include the following activities:
1. Initiate and develop relationships with local community partners such as, Community Health
Centers,'Chambers of Commerce, Realtor Associations, Community Arts Programs, Parks & Recreation
Departments, etc.... to promote SHIIP'S toll -free number and services provided by SHIIP;
2. conduct a minimum of seven (7) dedicated enrollment events (counseling clinics) -one (1)
must be dedicated to the disability population - during the period of 10/15/19 through 12/7/19 and
conduct two (2) or more counseling clinics during the period of 1/1/20 through 3/31/20;
3. Conduct a minimum of two (2) presentations - at least one (1) New to Medicare or Medicare
101 presentation to the general public and one (1) Medicare Education presentation to a
disability group or potential Extra Help group in your county including information on the senior
Medicare Patrol Program, Medicare Fraud and new Medicare cards; and represent SHIIP at a minimum
of two (2) health fairs /senior fairs /special events utilizing local certified SHI1P counselors;
4. submit Beneficiary Contact and Group outreach and Education and Media outreach and Education
forms by the 15th of the month following the counseling session or event through the Federal
reporting system STARS website for the date range of 4/1/2019 through 3/31/2020;
S. Counsel at least three (3) percent of the county's Medicare population while striving toward
a goal of reaching five (S) percent of the county's Medicare population and report in the
Federal reporting system STARS for the date range of 4/1/2019 through 3/31/2020;
6. Attend the Annual SHI=P coordinators' Training conference during the week of July 13 -17,
2020; this is mandatory for all coordinators;
7. Reach out to So percent of the county's total population for Group outreach and Education
events and Media outreach and Education events along with reporting in the Federal reporting
system STARS for the date range of 4/1/2019 through 3/31/2020 (Group outreach and Education
events include: health fairs, senior fairs, interactive presentation to the public and enrollment
events. Media outreach and Education events include: television, radio, local newspapers,
health fairs, newsletters, magazines, emails, flyers, digital banners, etc.);
8. coordinate a county volunteer recognition event during the grant period providing volunteers
with appreciation items from the North Carolina SHIIP office;
9. Participate in monthly coordinator webinars /conference calls from July 2019 through June
2020 and attend quarterly follow -up meetings; and
10. Coordinators will provide program information to county volunteers, including emails, SHIIP
News and other materials received from the North Carolina SH11P office.
11. Host a public meeting for the insurance commissioner and select SHIIP staff to expand
awareness of Medicare Preventive services in the county during the period 1/1/20 - 3/31/20;
provide a meeting space for at least 50 people arranged theater style; provide a podium and
microphone at the front of the meeting space and a registration table at the entrance to the
meeting space; provide refreshments; advertise the Town Hall Meeting in local papers, on local
radio and cable access channels, agency web site and any other media outlets you deem
appropriate; provide a meeting space for a Medicare 101 class prior to or following the town hall
meeting, if applicable. The following counties have been selected to host a town hall: Buncombe,
Martin, New Hanover, Randolph, union, and wake
Page 10 of 15
DocuSlgn Envelope ID: 52ODFDEA4MO 4A23- B1C&DF87CF3ABOSO
subrecipient Response to scope of work:
1. The New Hanover County RSVP /SHIIP program has developed relationships with local community partners
and is continuing to branch our relationships out to new community resources. We are enthusiastic about our
partnerships and have plans to add new partners in the future. Currently we are partnering with
agencies/organizations such as New Hanover Regional Medical Center, New Hanover County Department of Social
Services, Social Security Administration, The Area Agency on Aging, Wilmington City Parks and Recreation,
Aging in Place, New Hanover County Public Library, Castle Hayne Satellite location, and several local low-income
senior housing facilities.
2. The New Hanover County RSVP /SHIIP program will conduct counseling clinics weekly, with days per week
dependent on counselor availability. During open enrollment from October 15th to December 7th, we have
increased our appointment availability to a minimum of four days weekly, and have many days with more than one
counselor available. All counseling sessions are by appointment only. The New Hanover County RSVP /SH 1P
program will provide counseling clinics at urban low- income housing facilities by appointment, at least twice per
calendar year. Counseling clinics will also be conducted at senior living facilities upon request.
3. The New Hanover County RSVP /SH1IP program conducts monthly learning clinics for those new to Medicare,
with a counselor in attendance to answer specific questions in a less formal atmosphere. We are currently
conducting Medicare education clinics to disabled and low income housing facilities, our rural satellite location, and
community partner locations. Education clinics include information on Medicare cards, Medicare Fraud, and the
Senior Medicare Patrol program. SH1IP is also represented at local health fairs, senior expos, and special events at
least twice per year.
4. The New Hanover County RSVP /SHIIP program will submit beneficiary contact and group outreach, education
and media outreach forms by the 15th of every month through the STARS website.
5. The New Hanover County RSVP /SHIIP program will counsel at least three percent of the county's Medicare
population while striving towards a goal of reaching five percent, and report in the Federal reporting system,
STARS.
6. The New Hanover County RSVP /SHIIP program coordinator will attend the annual the SHIIP coordinator's
training conference during the week of duly 13 -17, 2020.
7. The New Hanover County RSVP/SHIIP program will reach out to at least 50% of the county's total population
for group outreach and education at clinics, health fairs, senior housing, special events, and have included SHUP
advertising on our website, in several county operated facilities, Facebook, and other flyers and marketing
throughout the county.
8. The New Hanover County RSVP /SBI IP program will conduct a volunteer recognition event during the month of
October, providing appreciation gifts from the NC SHIIP office.
9. The New Hanover County RSVP /SHIIP program coordinator will participate in monthly Coordinator webinars
and conference calls, and attend quarterly follow up meetings.
10. The New Hanover County RSVP /SHIIP program coordinator will provide all counselors with educational
material and information from the NC SHIIP office. Quarterly meetings will be held at the Senior Resource Center.
11. The New Hanover County RSVP /SHIIP program will host a public meeting for the NC Insurance
Commissioner and select SHIM staff and volunteers to participate in the event to expand awareness of Medicare
Preventive Service in the County between 111 and 3/31/20. We will provide a meeting space for at least 50 people,
with a registration table at the entrance. Refreshments will be provided, and advertisement for the Town Hall
meeting will be done in local media outlets, and the Senior Resource Center's website. We will provide a meeting
space for a Medicare 101 class prior to, or following the Town Hall meeting.
Page 11 of 15
DocuSign Envelope ID: 52ODFDEA MO4A23- B1CS- DF97CF3AB06Q
Attachment C
For the period 7/1/2019 - 6/30/2020
Line Item Budget and Budget Narrative
Provide a budget and short narrative on the use of the funding amount reflected on the contract. Please provide details of
all expenses including routine charges. These expenditures may include telephone, postage, salary, equipment purchases,
internet services etc. Upon termination of contract as a SHIIP Coordinating Site, any equipment or property less than five
(5) years old purchased by Subrecipient with grant funds to perform SOP functions shall be returned to the Recipient in
good working order.
All budgets must be approved by the Recipient.
Subrecipient Name: New Hanover Co /Sr Resource ctr /RSVPAwud Amount: $ 10, 929.00
All fields must be completed.
zero is an acceptable answer.
Must agree to the award amount.
Is this required by your
local government?
This instrument has been
pre - audited in the manner
required by the Local
Government Budget and
Fiscal control Act.
No
Bud!xt Amount
Contractual
! 350
Construction
0
Supplies
3000
Equipment
1000
Other
Travel
1461
575
Personnel
4543
Fringe
Total
0
10, 929.00
Written description of planned expenditures:
5HIIP funds will be utilized in the following ways. supplies are an ongoing need for our SHI1P
Program to support the weekly counseling sessions for up to 14 counselors, outreach /marketing
materials and day -to -day functions for the program. Equipment funds are aimed to buy more
technology equipment to support our remote counseling sessions in urban /rural areas. Travel and
personnel will be used for staff to attend the yearly coordinators conference and salary. other
funds will be used to support our monthly lunch and learn outreach sessions, quarterly meeting
materials, Medicare 101 materials, promotional materials, advertising, Town Hall event and
recognition of the counselors.
Page 12 of 15
Docuftn Envelope ID: 526DFDEA- A8204A23- B1C&CF97CF3A808o
Attachment D
Certifications Regarding, Drug -Free Work-Place; Lobbying; and
Debarment, Suspension and Other Responsibility Matters
1. Drag -Free Work-Place
The undersigned (authorized official) certifies that it will provide a drug -free workplace in accordance with the Drug -
Free Work -Place Act of 1988, 45 CFR Part 76, subpart F. The certification set out below is a material representation
of fact upon which reliance will be placed when awarding the grant. False certification or violation of the certification
shall be grounds for suspension of payments, suspensions or termination of grants or government wide suspension or
debarment.
The Subrecipient certifies that it will or will continue to provide a drug -free workplace by:
(a) Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing,
possession, or use of a controlled substance is prohibited in the Subrecipient's workplace and specifying the
actions that will be taken against employees for violation of such prohibition;
(b) Establishing an on -going drug -free awareness program to inform employees about—
(1) The dangers of drug abuse in the workplace;
(2) The Subrecipient's policy of maintaining a drug -free workplace;
(3) Any available drug counseling, rehabilitation, and employee assistance programs; and
(4) The penalties that may be imposed upon employees for drug abuse violations occurring in the
workplace;
(c) Making it a requirement that each employee to be engaged in the performance of the grant be given a copy
of the statement required by paragraph (a); above;
(d) Notifying the employee in the statement required by paragraph (a) that, as a condition of employment
under the grant, the employee will —
(1) Abide by the terms of the statement; and
(2) Notify the employer in writing of his or her conviction for a violation of a criminal drug statute
occurring in the workplace no later than five calendar days after such conviction;
(e) Notifying the Recipient, in writing, within 10 calendar days after receiving notice under subparagraph
(d)(2), above, from an employee or otherwise receiving actual notice of such conviction. Employers of
convicted employees must provide notice, including position title, to Recipient on whose grant activity the
convicted employee was working.
Notices shall include the identification number(s) of each affected grant;
(f) Taking one of the following actions, within 30 days of receiving notice under subparagraph (dx2), above,
with respect to any employee who is so convicted-- -
(1) Taking appropriate personnel action against such an employee, up to and including termination,
consistent with the requirements of the Rehabilitation Act of 1973, as amended; or
(2) Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation
program approved for such purposes by a Federal, State, or local health, law enforcement, or other
appropriate agency;
(g,) Making a good faith effort to continue to maintain a drug -free workplace through implementation of
paragraphs (a), (b), (c), (d), (e), and (f).
The Subrecipient certifies that, as a condition of the grant, it will not engage in the unlawful manufacture, distribution,
dispensing, possession or use of a controlled substance in conducting any activity with the grant.
Page 13 of 15
Docuftn Envelope ID: 52ODFDEA AO2b- 4A23- B1C&DF97CF3ABO80
2. Lobbying
Title 31 of the United States Code, Section 1352, entitled "Limitation on use of appropriated funds to influence
certain Federal contracting and financial transactions,°° generally prohibits recipients of Federal grants and cooperative
agreements from using Federal (appropriated) funds for lobbying the Executive or Legislative Branches of the Federal
Government in connection with a SPECIFIC grant or cooperative agreement. Section 1352 also requires that each
person who request or received a Federal grants or cooperative agreement must disclose lobbying undertaking with
non - Federal ( non - appropriated) funds. These requirements apply to grants and cooperative agreements EXCEEDING
$100,000 in total costs (45 CFR Part93).
The undersigned (authorized official) certifies, to the best of his or her knowledge and belief, that:
(a) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a member of
Congress, any officer or employee of Congress, or an employee of a Member of Congress in connection with
the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal grant, loan or cooperative agreement;
(b) If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal
contract, grant, loan or cooperative agreement, the undersigned shall complete and submit Standard Form -
LLL, "Disclosure of Lobbying Activities," in accordance with its instructions;
(c) The undersigned shall require that the language of this certification be included in the award documents
for all subawards at all tiers (including subcontracts, subgrants, contracts and contracts under grants, loans
and cooperative agreements) and that all subrecipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made
or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed
by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil
penalty of not less than $10,000 and riot more than $100,000 for each such failure.
3. Debarment, Suspension and Other Responsibility Matters
NOTE: la accordance with 45 CFR Part 76, amended June 26, 1995, any debarment, suspension, proposed debarment
or other government wide exclusion initiated under the Federal Acquisition Regulation (FAR) on or after August 25,
1995, shall be recognized by and effective for Executive Branch agencies and participants as an exclusion under 45
CFR Part 76.
(a) Primary Covered Transactions
The undersigned (authorized official) certifies to the best of his or her knowledge and belief, that the
applicant, defined as the primary participant in accordance with 45 CFR Part 76, and its principals:
(1) are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily
excluded by any Federal department or agency;
(2) have not within a 3 -year period preceding this proposal been convicted of or had a civil judgment rendered
against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain,
or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of
Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or
destruction of records, making false statements, or receiving stolen property;
Page 14 of 15
DocuSign Envelope ID: 520DFDEA- AB204A23- B1CS- DF97CF3AB080
(3) are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal,
State, or local) with commission of any of the offenses enumerated in paragraph (a)(2) of this certification; and
(4) have not within a 3 -year period preceding this application/proposal had one or more public transactions
(Federal, State, or local) terminated for cause or default.
Should the applicant not be able to provide this certification, an explanation as to why should be placed under
the assurances page in the application package.
(b) Lower Tier Covered Transactions
The applicant agrees by submitting this proposal that it will include, without modification, the following clause titled
"Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion — Lower Tier
Covered Transaction" (Appendix B to 45 CFR Part 76) in all lower tier covered transactions (i.e., transactions with
subrecipients and/or contractors) and in all solicitations for lower tier covered transactions:
Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion — Lower Tier
Covered Transactions
(1) The prospective lower tier participant certifies by submission of this proposal, that neither it nor its
principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily
excluded from participation in this transaction by any Federal department or agency.
(2) Where the prospective lower tier participant is unable to certify to any of the statements in this
certification, such prospective participant shall attach an explanation to this proposal.
Signature of Authorized Certifying Official
Subrecipient Name
Title
Date Submitted
Page 15 of 15
DocuSlgn Envelope ID: 52ODFDEA- MO4A23- B1CB.DF97CF3ABOSO
All Participants: Enter any necessary notes throughout the process in the comments box below.
Comments are not part of the contract.
Please do not enter anything below as it will only restart the process. Thank you.
Please do not enter anything here as it will only restart the process. Thank you.