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R-01-09-13-15C1 - 9/13/2001 RESOLUTION NO. R-01-09-13-15C1 WHEREAS, the City of Round Rock recognizes the need for providing charitable assistance to citizens in financial distress and physical distress including the poor, the disabled, the sick, and the disadvantaged to meet municipal utility related costs essential to health and welfare; and WHEREAS, to provide for such assistance, the City of Round Rock has developed a program known as the Friendly Rock Program to supplement community aid programs for municipal utility related goods or services; and WHEREAS, the City of Round Rock wishes to enter into an agreement with the Round Rock Serving Center to administer the funds generated by the Friendly Rock Program; Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City of Round Rock an Agreement with Round Rock Serving Center to administer the funds generated by the Friendly Rock Program to provide charitable assistance for municipal utility related costs, a copy of said Agreement being attached hereto as Exhibit "A. " The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and ::ODMA\WORLDOX\O:\WDOX\RESOLUTI\R10913C1.WPD/kw the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED, this 13th day of September, 2001 . C7; Air.4 'FJJ yz' ROB T A. STLUKA, JR. , ayor City of Round Rock, Texas ATTEST: (J% Ir,U - JO E LAND, City Secretary FRIENDLY ROCK PROGRAM AGREEMENT This Friendly Rock Program Agreement("Agreement")is by and between the City of Round Rock ("Round Rock") and the Round Rock Serving Center("Agency"), a non-profit corporation. Pursuant to the terms of this Agreement,Round Rock hereby agrees to designate the Agency as the entity which will administer the funds generated by the Friendly Rock Program. 1.1 Purpose. Round Rock has in good faith determined that this Agreement serves a public purpose. This public purpose includes, but is not limited to, providing charitable assistance to people in financial and physical distress including the poor, the disabled, the sick and the disadvantaged to meet municipal utility related costs essential to health and welfare. To provide such charitable assistance,Round Rock has developed the Friendly Rock Program, and now designates the Agency to distribute the Friendly Rock Program donations to utility customers within Round Rock who are having difficulty making municipal utility payments. 1.2 Use of Funds. The Agency understands that the funds provided to it by Round Rock via the donors of the Friendly Rock Program will be used solely to assist those customers who reside in Round Rock and are having difficulty making municipal utility payments. The Agency may also accept donations from others made to it specifically for this program and will co-mingle such receipts with amounts received from Round Rock hereunder and use same for the charitable purposes of the Friendly Rock Program described herein. a. The Agency shall deduct from the funds received no more than five percent (5%) for Agency's cost of administering the Program. b. The Agency shall make payments for the purposes herein specified on behalf of beneficiaries directly to the supplier of municipal utility related goods or services, which may include, but is not limited to Round Rock, for those municipal utility related goods and services keeping with the charitable purposes of the Agency and the Friendly Rock Program, such as water service,waste water service,garbage pickup service,or such other municipal utility related goods and services as the Agency deems necessary to meet the needs of such beneficiaries. The Agency shall make no payments directly to any beneficiary or beneficiaries. C. Round Rock will not participate in or in any manner influence or attempt to influence the Agency's determination of eligibility of any beneficiary or the type of municipal utility related goods or services that the Agency determines is needed by any beneficiary or otherwise control or attempt to control the program or its charitable function and purpose of providing assistance to the ::ODA\WORLDOX\O:\WDOX\CORR\GNL\FUNDFORM\00010530.WPD/kw 1 EX MHIBIT "All poor,the disabled,the sick, and the disadvantaged to meet municipal utility related costs essential to such beneficiaries' health and welfare. 1.3 Relationship of Parties. Nothing contained herein, either explicitly or implicitly, shall be deemed or construed to make Round Rock the agent, servant, or employee of the Agency, or to create any partnership, joint venture, or other association between Round Rock and the Agency. Alternatively, nothing contained herein, either explicitly or implicitly, shall be deemed or construed to make the Agency the agent, servant, or employee of Round Rock, or to create any partnership, joint venture, or other association between the Agency and Round Rock. In essence, Round Rock will act merely as a conduit for contributions made by donors so that the Agency and such other non-profit charitable organizations can use and apply such contributions for the charitable purposes of the Friendly Rock Program. 1.4 Principles and Controls. In administering the handling of contributed public funds, Round Rock and the Agency agree to the following certain basic principles which are essential to maintain community acceptance and support: a. The Agency shall maintain its status as a voluntary, non-profit corporation under section 501(C)(3) of the Internal Revenue code, unless exempt by Federal guidelines; b. The Agency shall remain in good standing under the laws of the state of Texas; C. The Agency shall notify Round Rock of major programmatic and administrative changes which could substantially affect the Agency's operation and service delivery; d. The Agency shall provide to Round Rock and actively maintain a current list (including term of office) of the Agency's directors, as well as its regular meeting times; e. Upon Round Rock's request, the Agency shall submit a written report to Round Rock giving a detailed accounting of all receipts and disbursements under this program, covering such period or periods or time as Round Rock may specify; f. The Agency shall provide to Round Rock financial reports and board of director meeting minutes on a regular and timely basis as requested by Round Rock; g. The Agency shall provide adequate liability insurance coverage for the 2 Agency, and does hereby indemnify Round Rock and its employees, and agents from any and all liability for any damage or injury caused to any employee, client, patron, agency, visitor or guest of the Agency; h. The Agency shall have an independent public accountant prepare an annual audit or review in accordance with generally accepted accounting standards, and shall provide a copy of this audit to Round Rock; i. The Agency shall prepare a detailed annual budget, translating program service plans into financial terms, and shall provide a copy of this budget to Round Rock; j. The Agency shall consent to Round Rock's use of the Agency's name in promoting and advertising the Friendly Rock Program and its charitable purposes and in the solicitation of contributions from others to and on behalf of the Agency for such charitable purposes. 1.5 Term of Agreement. This Agreement is effective as of October 1,2001. The terms of this Agreement will expire on September 30, 2002. a. This Agreement shall continue in full force and effect until terminated as herein provided. Either party, upon thirty days written notice to the other, may terminate this Agreement and neither party shall have any obligations hereunder after date of termination;provided,however,that any and all funds held pursuant hereto by the Agency or Round Rock upon such termination shall be applied and expended for the charitable purposes herein described. 1.6 Entire Agreement. This Agreement constitutes the entire agreement between Round Rock and the Agency. No oral agreements are in effect pertaining to this Agreement. Any changes or modifications to this Agreement must be made in writing with the consent of both parties. 1.7 Assignability. This Agreement cannot be assigned or transferred in any part without the written consent of both Round Rock and the Agency. 3 Round Rock Serving Center By: Date: Its: City of Round Rock Robert A. Stluka, Mayor Date 4 DATE: September 7, 2001 SUBJECT: City Council Meeting—September 13, 2001 ITEM: 15.C.1. Consider a resolution authorizing the Mayor to enter into a Friendly Rock Program Agreement with the Round Rock Serving Center to administer the funds generated by the Friendly Rock Program. Resource: David Kautz, Finance Director Irma Mendoza, Utility Billing Office Manager History: The City developed the Friendly Rock program in 1994 wherein the City's utility customers may contribute funds to customers having difficulty in making municipal utility payments. The Round Rock Community Services Council has formerly administered the donated funds for the City but is no longer able to function in this capacity. Currently, 83 customers are donating funds on a periodic basis in this program with annual contributions approximating $1,000. 120 people were assisted with their municipal utility bills in the most recent 12-month period. Funding: Cost: Source of Funds: Outside Resources: United Way has helped identify the agency suited for administering this program Impact/Benefit: Provides financial assistance for payment of municipal utility bills to those customers in need of such assistance. Public Comment: N/A Sponsor: N/A EXECUTED DOCUMENT FOLLOWS VRIGINAL FRIENDLY ROCK PROGRAM AGREEMENT This Friendly Rock Program Agreement("Agreement")is by and between the City of Round Rock ("Round Rock") and the Round Rock Serving Center("Agency"), a non-profit corporation. Pursuant to the terms of this Agreement,Round Rock hereby agrees to designate the Agency as the entity which will administer the funds generated by the Friendly Rock Program. 1.1 Purpose. Round Rock has in good faith determined that this Agreement serves a public purpose. This public purpose includes, but is not limited to, providing charitable assistance to people in financial and physical distress including the poor, the disabled, the sick and the disadvantaged to meet municipal utility related costs essential to health and welfare. To provide such charitable assistance,Round Rock has developed the Friendly Rock Program, and now designates the Agency to distribute the Friendly Rock Program donations to utility customers within Round Rock who are having difficulty making municipal utility payments. 1.2 Use of Funds. The Agency understands that the funds provided to it by Round Rock via the donors of the Friendly Rock Program will be used solely to assist those customers who reside in Round Rock and are having difficulty making municipal utility payments. The Agency may also accept donations from others made to it specifically for this program and will co-mingle such receipts with amounts received from Round Rock hereunder and use same for the charitable purposes of the Friendly Rock Program described herein. a. The Agency shall deduct from the funds received no more than five percent (5%) for Agency's cost of administering the Program. b. The Agency shall make payments for the purposes herein specified on behalf of beneficiaries directly to the supplier of municipal utility related goods or services, which may include, but is not limited to Round Rock, for those municipal utility related goods and services keeping with the charitable purposes of the Agency and the Friendly Rock Program, such as water service,waste water service,garbage pickup service,or such other municipal utility related goods and services as the Agency deems necessary to meet the needs of such beneficiaries. The Agency shall make no payments directly to any beneficiary or beneficiaries. C. Round Rock will not participate in or in any manner influence or attempt to influence the Agency's determination of eligibility of any beneficiary or the type of municipal utility related goods or services that the Agency determines is needed by any beneficiary or otherwise control or attempt to control the program or its charitable function and purpose of providing assistance to the ::ODMA\WORLDOX\O:\WDOX\CORK\GNL\FUNDFORM\00010530.WPD/kw 1 poor,the disabled,the sick, and the disadvantaged to meet municipal utility related costs essential to such beneficiaries' health and welfare. 1.3 Relationship of Parties. Nothing contained herein, either explicitly or implicitly, shall be deemed or construed to make Round Rock the agent, servant, or employee of the Agency, or to create any partnership, joint venture, or other association between Round Rock and the Agency. Alternatively, nothing contained herein, either explicitly or implicitly, shall be deemed or construed to make the Agency the agent, servant, or employee of Round Rock, or to create any partnership, joint venture, or other association between the Agency and Round Rock. In essence, Round Rock will act merely as a conduit for contributions made by donors so that the Agency and such other non-profit charitable organizations can use and apply such contributions for the charitable purposes of the Friendly Rock Program. 1.4 Principles and Controls. In administering the handling ofcontributed public funds, Round Rock and the Agency agree to the following certain basic principles which are essential to maintain community acceptance and support: a. The Agency shall maintain its status as a voluntary, non-profit corporation under section 501(C)(3) of the Internal Revenue code, unless exempt by Federal guidelines; b. The Agency shall remain in good standing under the laws of the state of Texas; C. The Agency shall notify Round Rock of major programmatic and administrative changes which could substantially affect the Agency's operation and service delivery; d. The Agency shall provide to Round Rock and actively maintain a current list (including term of office) of the Agency's directors, as well as its regular meeting times; e. Upon Round Rock's request, the Agency shall submit a written report to Round Rock giving a detailed accounting of all receipts and disbursements under this program, covering such period or periods or time as Round Rock may specify; f. The Agency shall provide to Round Rock financial reports and board of director meeting minutes on a regular and timely basis as requested by Round Rock; g. The Agency shall provide adequate liability insurance coverage for the 2 Agency, and does hereby indemnify Round Rock and its employees, and agents from any and all liability for any damage or injury caused to any employee, client,patron, agency, visitor or guest of the Agency; h. The Agency shall have an independent public accountant prepare an annual audit or review in accordance with generally accepted accounting standards, and shall provide a copy of this audit to Round Rock; i. The Agency shall prepare a detailed annual budget, translating program service plans into financial terms, and shall provide a copy of this budget to Round Rock; j. The Agency shall consent to Round Rock's use of the Agency's name in promoting and advertising the Friendly Rock Program and its charitable purposes and in the solicitation of contributions from others to and on behalf of the Agency for such charitable purposes. 1.5 Term of Agreement. This Agreement is effective as of October 1,2001. The terms of this Agreement will expire on September 30, 2002. a. This Agreement shall continue in full force and effect until terminated as herein provided. Either party, upon thirty days written notice to the other, may terminate this Agreement and neither party shall have any obligations hereunder after date of termination;provided,however,that any and all funds held pursuant hereto by the Agency or Round Rock upon such termination shall be applied and expended for the charitable purposes herein described. 1.6 Entire Agreement. This Agreement constitutes the entire agreement between Round Rock and the Agency. No oral agreements are in effect pertaining to this Agreement. Any changes or modifications to this Agreement must be made in writing with the consent of both parties. 1.7 Assignability. This Agreement cannot be assigned or transferred in any part without the written consent of both Round Rock and the Agency. 3 Round Rock Serving Center By: a.-C..� Date: Its: City of Round Rock q-l3 � o� Rob A. Stlukat4ayor Date 4