AMENDMENT NO. 1
Subrecipient Contract No. 38227
The above referenced Subrecipient Contract between the City of Portland (City) acting by and through its Bureau of Housing and Community Development (BHCD) and 211Info (Subrecipient) is hereby amended as follows:
Funding: 211 Information and Referral (General Fund)
Increase the funding by $8,000 in FY 2008-2009 One Time Adopted General Funds for a contract total of ONE HUNDRED EIGHTY ONE THOUSAND, EIGHT HUNDRED SEVENTY FOUR DOLLARS ($181,874).
Scope of Services : 211 - Information and Referral
Section I.A.1. shall read as follows:
Provide telephone and e-mail support to Portland residents seeking help finding winter or year-round shelter, winter warming centers, Severe Weather Emergency Warming Centers, housing, food, and other basic services. Between November 1, 2008, and March 31, 2009 Subrecipient shall provide these services from 8:00 am – 10:00 pm, Monday through Friday, and from 10:00 am – 10:00 pm on Saturday and Sunday. For all other time periods under this contract, Subrecipient shall provide these services from 8:00 am – 8:00 pm, Monday through Friday. Holidays shall be treated as any other day. All callers will receive a live response or a return phone call within 24 hours. Provision will include:
a. Collecting demographic data from callers who call or e-mail and reporting it quarterly on Exhibit B.
b. Helping callers with limited English proficiency by providing interpreter services.
c. Assuring Information & Referral Specialists are certified by the national Alliance of Information & Referral Systems.
Section I.A.4 shall be added as follows:
Explore options for introducing an interactive voice response (IVR) system, or menu, to assist in managing call flow.
Section I.A.5 shall be added as follows:
Between November 1, 2008, and March 31, 2009, when the City, working in partnership with the American Red Cross Oregon Trail Chapter, opens Severe Weather Emergency Warming Centers, Subrecipient shall disseminate telephone and email announcements to a City-provided list of community shelter, housing, and service providers. The announcements shall include information regarding the availability, location, and hours of the Severe Weather Emergency Warming Centers. Subrecipient shall distribute the announcements within one hour of receiving the declaration of the opening of the Severe Weather Emergency Warming Centers from the City. The City will generally provide such declaration by 2:00 pm.
Exhibits A (Contract Budget), B (Beneficiary Data Report), and C (Payment Invoice) are amended as attached.
Page 1 of 2
All other terms and conditions of Contract No. 38227 between the City of Portland and Subrecipient shall remain the same.
211Info CITY OF PORTLAND
________________________________
Jeri Shumate Date William L. White, Director Date
Executive Director Bureau of Housing and
Community Development
APPROVED AS TO FORM
______________________________
Linda Meng, City Attorney
______________________________
Gary Blackmer, City Auditor
Page 2 of 2
EXHIBIT A
211INFO
HOUSING CONNECTIONS OPERATIONS AND 211 INFORMATION AND REFERRAL
FY 2008-09
REVISED CONTRACT BUDGET
Budget Category | Housing Connections Operations (CDBG) | Housing Connections Operations (General Fund) | 211 Info & Referral (HIF) | 211 Info & Referral (Amendment 1- General Fund) | Budget |
Salaries | $62,500 | $1,200 | $42,513 | $6,000 | $106,213 |
Taxes/Benefits | 15,065 | 10,669 | $2,000 | 25,734 | |
Rent | 4,086 | 3,064 | 7,150 | ||
Communication | 1,578 | 1,183 | 2,761 | ||
Equipment Rental | 98 | 74 | 172 | ||
Office Supplies | 909 | 682 | 1,591 | ||
Training and Travel | 986 | 589 | 1,575 | ||
Marketing | 3,287 | 3,258 | 6,545 | ||
Printing | 2,000 | 1,000 | 3,000 | ||
Postage | 201 | 151 | 352 | ||
Local Travel | 819 | 464 | 1,283 | ||
Computer & Phone Tech | 1,572 | 1,874 | 1,978 | 5,424 | |
Insurance | 1,434 | 1,076 | 2,510 | ||
Internal Materials & Services | 575 | 431 | 1,006 | ||
External Materials & Services | 4,890 | 3,668 | 8,558 | ||
TOTAL | $100,000 | $3,074 | $70,800 | $8,000 | $181,874 |
EXHIBIT B (page 1 of 2)
211INFO
REVISED BENEFICIARY DATA REPORT
REPORT PERIOD: ________________
For all tables, “211 I&R Extended” refers to beneficiaries served between 8:00 PM – 10:00 PM, Monday – Friday, and during all hours on Saturday and Sunday.
Individual Beneficiary [ ] Household Beneficiaries [ ]
1. GENDER | HC | 211 I&R
| 211 I&R (EXTENDED) |
Male | |||
Female | |||
Total |
2. RACIAL DATA (Required) | HC
| 211 I&R
| 211 I&R (EXTENDED) |
NON-H | H | NON-H | H | NON- H | H | |
White | ||||||
Black/African American | ||||||
Asian | ||||||
American Indian/Alaskan Native | ||||||
Native Hawaiian/Other Pacific Islander | ||||||
American Indian/Alaskan Native & White | ||||||
Asian & White | ||||||
Black/African American & White | ||||||
Am. Indian/Alaskan Native & Black/African American | ||||||
Other | ||||||
Total* |
*Total should add up to the total people served.
3. INCOME (Required) | HC | 211 I&R | 211 I&R (EXTENDED) |
Over 80% of M.I. | |||
(Moderate Income) 51%-80% of M.I. | |||
(Low) 31%-50% of M.I. | |||
(Extremely Low) 0-30% of M.I. | |||
Total Low/Moderate Income | |||
Total Income* |
**Total income should add up tot the total people served.
EXHIBIT B (page 2 of 2)
4. RESIDENCE | HC | 211 I& R | 211 I& R (EXTENDED) |
NE Portland | |||
SE Portland | |||
NW Portland | |||
SW Portland | |||
N Portland | |||
Gresham | N/A | ||
Other Multnomah Co. | N/A | ||
Beaverton | N/A | ||
Hillsboro | N/A | ||
Other Washington Co. | N/A | ||
Vancouver | N/A | ||
Other Clark Co. | N/A | ||
Clackamas Co. | N/A | ||
Other Oregon, outside Portland Metro area | N/A | ||
Other out of state, excluding Clark Co. | N/A | ||
Total |
5. OTHER | HC | 211 I & R | 211 I & R (EXTENDED) |
Female Head of Household (Required) | |||
Elderly Head of Household (Over 65) | |||
Disabled/Special Needs | |||
Total |
EXHIBIT C
211INFO
Revised Payment Invoice
CONTRACT #: Invoice Period:
Project Budget | Contract Budget | Expense This Period | Expenses YTD Including This Invoice | Balance From Contract Budget |
Salaries | $112,213 | |||
Taxes/Benefits | 27,734 | |||
Rent | 7,150 | |||
Communication | 2,761 | |||
Equipment Rental | 172 | |||
Office Supplies | 1,591 | |||
Travel and Training | 1,575 | |||
Marketing | 6,545 | |||
Printing | 3,000 | |||
Postage | 352 | |||
Local Travel | 1,283 | |||
Computer & Phone Tech | 5,424 | |||
Insurance | 2,510 | |||
Internal Materials & Services | 1,006 | |||
External Materials & Services | 8,558 | |||
Total Fund | $181,874 |
CDBG portion HC GF portion HIF portion 211 I&R GF portion | $ |
$ | |
$ | |
$ |
Certification: I certify to the best of my knowledge and belief that the invoice is correct and complete and that all the expenses are for the purpose set forth in the award document, and I understand that a portion or this entire request will be funded with public money and that these expenses are subject to future audit.
Typed or Printed Name and Title:
Signature of Authorized Certifying Official: Date Submitted:
Mail to: Tracy Lehto
C/o BHCD
421 SW 6th Ave, Ste. 1100A
Portland, OR 97204
FOR OFFICE USE ONLY
I have received this information and have forwarded the invoice for processing
Tracy Lehto Date Sent to Accounting
NOTE: Please recreate on agency’s letterhead or the invoice will not be valid