HomeMy WebLinkAboutSchoitzGrantAgreementGates-ByrnesPaul Huting City of Waterloo/Leisure Services
Transforming Gates and Byrnes Parks
Partnership Grant
City of Waterloo/Leisure Services
Mr. Paul Huting
300 Jefferson
Waterloo, IA 50701
Mr Paul Huting
paul.huting@waterloo-ia.org
0: 319-291-0165
300 Jefferson
paul.huting@waterloo-ia.org
Waterloo, IA 50701 0: 319-291-0165
Printed On: 2 August 2022 Partnership Grant
Paul Huting City of Waterloo/Leisure Services
FollowUp Form
Grant Agreement Terms & Conditions
Project Title*
Name of Project
Transforming Gates and Byrnes Parks
Amount Awarded
$1,000,000.00
Decision Date
The Grant period begins as of the Decision Date shown below.
10/01/2022
Project Start Date*
Grant disbursement is dependent upon the Project Start Date.
Please confirm, and update if necessary, the accuracy of the actual start date of the Project.
This is the date pertaining to the underlying work; for example if a capital improvement Project, provide the date
construction begins.
04/01/2023
Project End Date*
The Grant period ends as of the Project End Date as identified in the grant application and shown below.
Please update if necessary.
06/01/2024
THIS AGREEMENT DETAILS THE RESPONSIBILITIES OF THE OTTO SCHOITZ FOUNDATION AND YOUR ORGANIZATION
(GRANTEE), AND THE TERMS AND CONDITIONS OF THE GRANT.
Use of Funds
The grant is to be used solely for the project as described in Grantee's proposal, for expenditures incurred after the
Foundation's award notice and within the time frame identified in the proposal. Projects must be started and
completed on time and completed as presented. Any monies received under this agreement should be expended
for no other purposes. Any funds not used for the specific purpose of the grant must be returned to the Otto
Schoitz Foundation, unless otherwise authorized in writing by the Otto Schoitz Foundation. Grantee specifically
agrees that no part of the funds received from this grant will be used to carry on propaganda, influence legislation,
influence the outcome of any specific public election, or carry on, directly or indirectly, any voter registration drive.
Modification
If circumstances impact the Grantee's ability to meet the terms as committed in this Grant Agreement, a
modification may be requested. The Grantee may request modifications in writing in order to change the duration,
Printed On: 2 August 2022 Partnership Grant 2
Paul Huting City of Waterloo/leisure Services
value or other terms of this commitment. The written request should outline the nature of the modification
including specifics with respect to budget, timeframe and scope. Within a reasonable timeframe following receipt
of the Grantee's request, the Foundation will provide a written response indicating the acceptance, denial or
further consideration of the Grantee's request.
Non -Competition with MercyOne
The grant is not to be used in any manner that competes, or could reasonably be determined to appear to
compete, with MercyOne or its affiliates due to the arrangement by which the Otto Schoitz Foundation was
formed in 2016. This restriction on competition against MercyOne or its affiliates applies to the grant funds
absolutely. The restriction on competition applies to fiscal agents and fiscal sponsors and their associates even if,
for example, the fiscal agent or sponsor does not necessarily directly compete against MercyOne or its affiliates.
Any grant funds that are determined by the Otto Schoitz Foundation, in its sole discretion, to compete, or to
appear to compete, with MercyOne or its affiliates must be returned to the Otto Schoitz Foundation.
Non -Profit Status
If Grantee is a 501c3 organization, Grantee warrants and represents that its receipt of this grant will not adversely
affect the grantee's status as a public charity under Section 509(a) of the Internal Revenue Code. Grantee agrees
immediately to notify the Otto Schoitz Foundation, in writing, if:
a. Grantee's legal or federal tax status is revoked or altered;
b. Grantee has reasonable grounds to believe that its tax exempt status may be revoked or altered; or,
c. Grantee has reason to believe that these grant monies cannot be or continue to be expended for the specific
purposes.
In the event that Grantee loses its tax exempt status before all funds under this grant are dispensed, this grant
contract will be considered null and void and all obligations of the Otto Schoitz Foundation hereunder will
terminate.
Regulatory Compliance Cooperation
Grantee will cooperate with the Otto Schoitz Foundation in supplying additional information or in complying with
any procedures which might be required by any governmental agency or financial audits or investigations in order
for the Otto Schoitz Foundation to establish the fact that it has observed all requirements of the law with respect
to this grant.
Reporting and Record Keeping
Grantee agrees to submit electronic reports on the status of the Grant when requested including an Accountability
Report(s). The Accountability Report(s) provides analysis on the achievement of qualitative and quantitative goals,
including the financial aspects of the Project. A component of the Accountability Report is the Project Financial
Report, which compares the Project's actual financial results to the Project Budget as submitted in the underlying
Grant Application. Unused funds related to the purpose of the Grant and its terms are to be returned to the
Foundation upon submission of the Final Grant Accountability Report.
Grantee will maintain its books and records in a manner that provides the Foundation with sufficient detail to
review the Grantee's receipts and expenditures relating to the Grant. Grantee will make such records available for
review by the Foundation upon reasonable notice during the Grant Period and for two years following the Grant
Period.
Payment Schedule
The Foundation will disburse the initial Grant installment within ten business days following a) receipt of the Grant
Agreement or b) the actual start date of the Project, whichever occurs later. Each subsequent installment will be
disbursed within 10 business days following receipt of the respective Accountability Report.
Remittance Address
We will send payment to the address you identified in the organizational profile in our grant management system
unless you indicate an alternative "remit to" address below.
Printed On: 2 August 2022 Partnership Grant 3
Paul Huting City of Waterloo/Leisure Services
Grant Related Additional Feedback
Grant funds are re tricted to expenses as outlined in your application and incurred after the award date. Further
restrictions or additional feedback, if any, are noted below.
As discussed with Paul Huting, the OSF Board encourages the City of Waterloo to utilize the Gates
Park/Pool investment as a springboard towards revitalizing the remainder of the Gates neighborhood.
Recognition
The Otto Schoitz Foundation desires that all resources of Grantee be dedicated to accomplishing its philanthropic
purposes. Accordingly, Grantee agrees not to recognize the Foundation, its board members or staff, or this grant
with mementos or provide benefits or services to such parties, unless pre -approved by the Foundation. That said,
Grantee may announce and publicize the grant in recognition of the Foundation's support. Grantee and
Foundation may each disclose the other party's name, and use each other's logo, in internal and external
communications, including, on its website and in its outreach materials.
Generic Communications
In order to reduce the amount of mail the Otto Schnitz Foundation receives that is not specifically relevant to the
management of this grant, the Grantee agrees to keep the Foundation off its generic marketing lists, including, but
not limited to donor appeals.
At its sole discretion, the Otto Schoitz Foundation may provide a news release summarizing the grant to television,
newspaper and other media. Further, the Otto Schoitz Foundation may include related information of the grant in
the Foundation's annual report.
Fiscal Agent or Fiscal Sponsor Grant Agreement
If you are using a fiscal agent or fiscal sponsor for this grant award, please upload a letter/agreement signed by the
Executive Director/CEO of the fiscal sponsor/agent indicating:
• The fiscal agent/sponsor's agreement to the Terms & Conditions of the Otto Schoitz Foundation's Grant
Agreement as outlined.
For your convenience, click here for a template.
Acceptance of Terms & Conditions*
This grant is conditional upon Grantee's acceptance of the terms and conditions set forth herein. By selecting the "I
Accept Grant Terms and Conditions" below, Grantee agrees to accept and comply with the stated terms and
conditions of this grant.
I Accept Grant Terms and Conditions
Authorized Signature
By typing in your Name and Title in the space below, you confirm that you are authorized to make legal contracts
for the Grantee and that you agree to enter into this agreement by electronic means.
Name and Title of Individual Entering Agreement*
Paul Huting, Leisure Services Director
One Final Note from Staff
Now that all of the legal requirements are out of the way...we'd like to emphasize that we view this grant as a
partnership aimed at improving the health and wellbeing in the Cedar Valley. Therefore, do not hesitate to reach
out to us if you have questions, comments or concerns relating to your grant award. Further, if it's helpful to your
organization, we'd be happy to provide a quote or comment specific to your grant award so that you may include it
in your newsletter and/or other communications. If you'd like to include our logo, you can access it here.
We're looking forward to our partnership!
Printed On: 2 August 2022 Partnership Grant 4