Backup Documents 07/07/2015 Item #16D 9 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 6 Q
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATU
Print on pink pale. document. The completed routing slip and original documc;_as are to be forwarded to the County Attorney Office
at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later
than Monday preceding the Board meeting.
**NEW** ROUTING SLIP
Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the
exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Peggy Hager Community&Human /j
APAr
Services
2. County Attorney Office County Attorney Office a?). i. _-1 �
,,k {
3. BCC Office Board of Count �
Y
Commissioners ✓` >1� ����'l��S
4. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the
addressees above,may need to contact staff for additional or missing information.
Name of Primary Staff Kim Grant Phone Number 252-6287
Contact/ Department
Agenda Date Item was 07/07/15 Agenda Item Number 16.D.9
Approved by the BCC
Type of Document Agreement for technical assistance Number of Original 3
Attached Documents Attached
PO number or account
number if document is RA--
to be recorded
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark"N/A"in the Not Applicable col , ' ever is Yes N/A(Not
appropriate. (Initial) Applicable)
1. Does the document require the chairman's original signatur Stamp OK SF. , N/A
2. Does the document need to be sent to another agency for additional signatures? If yes,
provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 11 v
3. Original document has been signed/initialed for legal sufficiency. (All documents to be KAG
signed by the Chairman,with the exception of most letters,must be reviewed and signed
by the Office of the County Attorney.
4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A
Office and all other parties except the BCC Chairman and the Clerk to the Board
5. The Chairman's signature line date has been entered as the date of BCC approval of the KAG
document or the final negotiated contract date whichever is applicable.
6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's KAG
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip
should be provided to the County Attorney Office at the time the item is input into SIRE.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of your deadlines!
8. The document was approved by the BCC on 07/07/15 and all changes KAG
made during the meeting have been incorporated in the attached document. The
County Attorney's Office has reviewed the changes,if applicable.
9. Initials of attorney verifying that the attached document is the version approved by the
BCC,all changes directed by the BCC have been made,and the document is ready for the .),G,P,
Chairman's signature. 114
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I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised 2.24.05;Revised 11/30/12
Co y`cf CO flier
CLERK OF THE CRC IT COURT 16 ® 9
COLLIER COUNTY�ycOUR OUSE
3315 TAMIAMI TRL E STE 102 Dwight E.Brock- r1 rk of dircuit Court P.O.BOX 413044
NAPLES,FL 34112-5324 _)
NAPLES,FL 34101-3044
Clerk of Courts • Comptroller • Auditor '.! Cstodian of County Funds
August 20, 2015
NALCAB
5404 Wurzbach Road
San Antonio, Texas 78238
Mr. Christopher Sanchez
Enclosed find three (3) original Agreements approved by the Board of Collier County
Commissioner on Tuesday, July 7, 2015. Please sign and return two (2) fully executed originals
back to my office. I have enclosed a return fedex slip.
If you have any questions,please contact me at 239-252-8411. Thank you
Teresa Canno eputy Clerk,
3,2UJOY
Minutes & Records Department
3299 Tamiami Trail East
Suite #401
Naples, FL 34112
Phone- (239) 252-2646 Fax- (239) 252-2755
Website- www.CollierClerk.com Email- CollierClerk @collierclerk.com
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1609
CIPlerPlibliC Services Msx n
Co nmtmity&Hanan Services
Memorandum
To: Minutes & Records/Attn: Trish Morgan
CC: Kim Grant
From: Peggy Hager, Operations Coordinator
Date: 08/17/15
Subject: TA Agreement I Item 16D9-717115
Once BCC has signed, please route to Trish Morgan in Minutes & Records.
Address for TA Agreement to be signed:
National Association for Latino Community Asset Builders (NALCAB)
5404 Wurzbach Road
San Antonio, TX 78238
Return the Original Document inner office to Community& Human Services attention: Kim Grant
Thanks you,
Peggy Hager
239-252-6030
Co1. ier County
1609
Agreement for Technical Assistance Services
HUD's Rural Capacity Building for
Community Development and Affordable Housing Grants Program (RCB)
This Agreement, made this 7th day of_July 2015 by and between Collier County
hereinafter referred to as"Recipient" and National Association for Latino Community Asset Builders
(NALCAB), herein after referred to as"TA Provider".
Now whereas, TA Provider has received funding from the US Department of Housing and Urban
Development under the Rural Capacity Building for Community Development and Affordable Housing
Grants Program (RCB)to provide technical assistance to enhance the capacity and ability of local
governments, Indian tribes, housing development organizations, rural CDCs, and CHDOs to carry out
community development and affordable housing activities that benefit low-and moderate-income families
and persons in rural areas.
Whereas, Recipient and Eligible Applicant, as defined by the U.S. Department of Housing and Urban
Development, Docket#FR-5700-N-20, NOFA for FY 2013 is a:
X❑ Rural-based organization, or
❑ Non-rural CDC or CHDO undertaking projects in a rural area,
and is eligible to receive such services under this program.
Whereas, recipient desires to implement a plan to receive technical assistance that will help it carry out
community development and affordable housing activities in rural areas.
Whereas, TA provider and Recipient have developed a planned program of technical assistance that will
assist in accomplishing increased capacity for community development and affordable housing activities
that benefit low-and moderate-income families and persons in rural areas;
NOW THEREFORE, TA provider and Recipient hereby agree as follows:
TERMS:
Purpose: To provide technical assistance services to Recipient.
DATE OF COMMENCEMENT: July 7. 2015
The Agreement will be in effect until May 14.2016
It is understood the parties to this Agreement are independent contractors and neither party shall be
considered the agent, servant, or employee of the other for any purpose whatsoever. Nothing contained
herein, or any of the obligations of the parties hereunder, will in any manner inure to the benefit of third
parties, unless otherwise agreed to in writing by both parties to this Agreement.
THE ROLE OF TA PROVIDER:
NALCAB, as the TA Provider, will provide to Recipient, those services listed in the attached, "Scope of
Work, hereafter referred to as "EXHIBIT A". HUD's Rural Capacity Building for Community Development
IIPage
G
16 El
and Affordable Housing Grants Program (RCB) is the source of funding for these services that are
provided at no charge to the Recipient.
NALCAB will assign technical assistance providers(Consultant Partners)to work with the TA Recipient
as shown on the attached Scope of Work—EXHIBIT A.
Technical assistance services, training and consultation services will be provided in a professional and
confidential manner for the benefit of the Recipient. TA Provider shall protect such confidential
information with a degree of care at least as restrictive as it uses to protect its own confidential
information,which in any event shall be no less than a reasonable degree of care.
Any intellectual property developed as a result of this Agreement will belong to the US Department of
Housing and Urban Development as the funding source for these services. All reports, drawings,
sketches, spreadsheets,flowcharts, specifications, calculations, ideas, inventions, designs, discoveries,
processes, improvements, computer programs, operating instructions, notes, and all other works of
authorship and other work product(whether or not patentable or subject to copyright protection)created,
conceived or first reduced to practice by TA Provider, alone or with others, in connection with the
Services or work performed for under this Agreement("Work Product')together with all tangible and
electronic media in which or on which such Work Product is embodied, contained, or expressed, and all
patent, copyright, trademark, trade secret, and other intellectual property rights therein throughout the
world (collectively, "IP Rights"), shall be deemed a "work made for hire" and shall be the property of
NALCAB. HUD reserves a royalty-free, nonexclusive and irrevocable license to reproduce, publish, or
otherwise use and to authorize others to use for federal government purposes: (a)the copyright in any
work developed under the grant agreement with NALCAB (TA Provider) and any award or contract
awarded under the grant agreement with NALCAB; and (b) any rights of copyright to which an awardee
or sub-awardee or a contractor purchases ownership with award funds.
TA Provider will make regular progress reports to the US Department of Housing and Urban
Development on the status of this Technical Assistance Agreement. Recipient acknowledges that TA
Provider will make available for inspection and review by HUD or its designee the records, documents
and other pertinent information relating to the performance of this Agreement.
Compliance with Federal Administrative Requirements:
TA Provider's grant agreement with U.S. HUD is governed by administrative requirements codified in:
• 24 CFR part 84;
• OMB Circular A-110;
• OMB Circular A-133;
• 2 CFR Chapter I, Chapter II, Part 200, et al.
For all activities in connection with this contract, the TA Provider is required to comply with these federal
administrative requirements.
THE ROLE OF THE RECIPIENT
Recipient will:
Commit the necessary staff and resources to fully benefit from and participate in the provision of
technical assistance that is being made available through this TA Agreement;
Provide TA Provider with information, documents, reports and other materials that may be pertinent to
the development and provision of these services.
2IPage
16139
Provide assistance in logistical arrangements for site visits, for example providing meeting space,
scheduling appointments with key stakeholders and allowing staff the time to meet with TA Team.
Report any significant problems or changes during the technical assistance process that may affect the
ability to complete delivery or completion of these services;
Develop an action plan that implements technical assistance recommendations.
Participate in the on-going evaluation of the technical assistance services provided, including but not
limited to:
o Evaluating the process, quality of technical assistance services, outcomes desired, impacts achieved
and recommendations.
o Reporting improvements or changes achieved in personnel, organizational capacity, programs or
services, projects and/or policies and procedures as a result of the technical assistance received.
o Providing statistical measurement of impacts achieved as a result of technical assistance.
o Conducting an exit interview to provide feedback and evaluate the effectiveness of the services.
o Post-session questions or additional needs that are identified during the course of the TA
engagement.
o Participate in monitoring conducted by HUD or its assignee that may include site visits, review of
program documents, services, etc.
Recipient will retain records of the technical assistance services provided through this TA Agreement for
at least three years from the end of this Agreement and will provide HUD or its designee access to, and
the right to examine and copy records, books, papers and documents relating to the provision of services
under this Agreement.
Technical Assistance and Training Services
Technical assistance results in the benefit to the Recipient when there is a commitment by the Recipient
to provide its staff, board and/or volunteers with the support, time and encouragement necessary to
complete the technical assistance scope of work and achieve the desired impacts and results. Obstacles
that may prevent success in completing technical assistance services include internal and external turf
issues, resistance to change, legal or statutory limitations, and lack of funding. With good planning and
facilitation, and faithful communication with TA Provider among staff, Board, and stakeholders, many of
these obstacles can be avoided or diminished. In order to provide the highest quality technical
assistance services, communication is key.
Technical assistance services cannot be provided for litigation or any work leading to legal court
proceedings or hearings.
Termination
Notwithstanding any contrary terms contained above, TA Provider and Recipient shall have the right at
its absolute discretion, to cancel, in whole or part, this Agreement by providing 30 days written notice.
MISCELLANEOUS
Nothing in this Agreement shall be construed to require the commission of any act contrary to law, and in
the event of any conflict between any provision of this Agreement and any statute, law or ordinance the
affected provision of this Agreement shall be limited to the extent necessary to bring it within the legal
requirements.
3IPage
cq
16D9
This Agreement shall be governed by, and construed and enforced in accordance with, the laws in
effect in the State of Texas applicable to contracts made in that state, without giving effect to any
rules regarding conflicts of laws. This Agreement is initiated in Bexar County, Texas and venue for
enforcement of this Agreement shall be in Bexar County, Texas.
Notices
Notices to either party shall be in writing and transmitted to the address below for each party, unless
notice has been provided to transmit notices to a different location:
TA PROVIDER:
NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS (NALCAB)
Program Director: Christopher Sanchez
5404 Wurzbach Road
San Antonio, TX 78238
Phone: (210) 227-1010
RECIPIENT:
NAME: Collier County
Address: 3339 Tamiami Trail East, Suite 211
City/State/Zip: Naples, FL 34112
Phone: (239) 252- 6287
This Agreement, along with the attached Scope of Work, contains the entire understanding of the parties
and may only be modified or altered in writing by an amendment signed by the parties hereto.
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed and delivered by their
duly authorized officers or agents effective as of the Effective Date.
NATIONAL ASSOCIATION FOR RECIPIENT:
LATINO COMMUNITY ASSET BUILDERS Collier County
By: By
Print Name: Print Name: Tim Nance
Title: Title: Commission Chair
as to form and
ATTEST:;,• -� APApproved l legality
DWl" E. B- • OIwi1t
/("
L �•.. /-:<. A 41 'dant Count homey •
REV. 4/22/15 cws/sc
~ Attest a�fo:�h�airnan's ��
Signature.only, 02\� 4 ' Page
Cq
16139
Exhibit A-SCOPE of WORK:
NALCAB RURAL CAPACITY BUILDING TA:—COWER COUNTY,FLORIDA
DATE:Revised 5/4/15
History of Organization:
Collier County Community and Human Services (CHS), FL: Collier County is a political subdivision with a multi-
million dollar budget (approximately$900 million). CHS is requesting technical assistance to develop strategies
and set priorities for affordable housing and community development services in Immokalee including best
utilization of various funding sources, a review of County housing and land use plans, updating the County's
affordable housing inventory and preparing a housing needs assessment. Assistance is also being sought to
develop or enhance the capacity of local nonprofits to develop affordable housing in the City, provide a toolkit
of incentives to spur private affordable housing development and enhance coordination among City and County
departments to develop a comprehensive approach to community,economic and housing development.
Summary of TA Needs:
City and County Plan Review and Recommendations
The Florida Housing Coalition will review the current housing element data and analysis, land development
regulations,zoning code, and code enforcement tools currently used in Collier County,specifically in relation to
unincorporated Immokalee. The review will also include the housing data clearinghouse information for the
jurisdiction.
We will also review the potential financial resources currently available and those that the County may consider
pursuing to assist in the development and preservation of safe and affordable housing for the residents of
Immokalee.
Outcomes:
• A set of recommendations to the County for improving the current land use/development environment
• Recommendations to increase the development and preservation of housing for the residents of
Immokalee.
Impact:
• The County will be able to use our recommendations to start the amendatory process to create
incentives for affordable housing development.
• The County will be able to craft an RFP, using the recommendations provided as the basis for its Scope
of Services.
Affordable Housing Inventory and Housing Needs Assessment
Assistance will be provided to County staff to update their affordable housing inventory and identify affordable
housing units in the development pipeline. A housing needs assessment will be conducted to identify low-
income households facing housing cost burden, living in substandard housing,or experiencing
homelessness. Household projections will be conducted to estimate future demand for affordable
housing. Data on current and projected affordable housing supply and demand will be synthesized for the City
Cq
16g9
of Immokalee and the where appropriate, the County as a whole. The results will be used to set development
priorities.
Outputs
• Inventory of existing affordable housing units and units in development pipeline
• Estimates of households by income category(51-80%of Area Median Income,31-50%AMI,<30%AMI),
tenure,and nature of housing hardship(cost burden, homelessness,substandard housing)
• 5-year projections of households with housing-related hardships by income category and tenure
• Recommendations for development priorities
Impacts
• Funding for affordable housing construction and rehabilitation will be targeted to households with the
greatest need
• The percentage of households in low-income categories with housing-related hardships will decline
City/County Departmental Coordination and Outreach
A review of city and county departmental roles in Community Development will be conducted.
Recommendations will be made to streamline processes, avoid duplication of efforts and enhance cooperation
among departments. Assist the County in developing a more comprehensive approach to affordable housing
and economic development in the Immokalee area by identifying services, service providers and needs in the
Immokalee area.
Outputs
• A clear picture of the roles and responsibilities of City and County Departments
• Coordination of efforts between departments
• Identification of needs of housing developers,service providers and residents in the Immokalee area
Impacts
• Improved efficiency between departments
• A more targeted approach to planning of programs,services and funding to better serve the City of Immokalee
and reduce the duplication of services and benefits that serve the community and residents.
Housing Development Training and Technical Assistance
There are few qualified affordable housing developers in the County. We will help to identify existing nonprofit
housing developers as well as other nonprofit organizations who are interested in expanding their business line.
Training will be provided to the County staff as well as interested nonprofits on all aspects of housing project
development from planning and predevelopment through construction/rehab and sale of homeownership units
and management of rental units. There will be a specific focus on Green building. Information will be provided
to non-profits on existing financial resources, including access to NALCAB's Revolving Loan Fund.
In addition, TA will be provided to the County staff regarding the development of Requests for Proposals,
outreach to affordable housing developers to ensure qualified applicants, and, using data gathered from the
Affordable Housing Inventory and Housing Needs Assessment, assistance in identifying housing development
priorities for future RFPs. Based on the recommendations of the County's plan reviews (see above), a toolkit of
development incentives will be proposed further incentivize affordable housing development.
16D9 .
Outputs:
• One full-time trained and knowledgeable staff member overseeing project management of housing
development activities and green initiatives.
• Trained non-profit developers that serve the Immokalee area.
• Increased affordable housing opportunities are available in the Immokalee area to serve low income
populations.
• RFP for targeted development projects
• Toolkit of developer incentives
• Housing development in Immokalee will be strategic based on needs assessment/data.
Impacts
• Strategically issued development RFPs will result in a focused approach for adding affordable housing to
the inventory
• The capacity of 15 Nonprofits is increased; 15 nonprofits become more sustainable.
Period of Engagement:
Start Date:July 7,2015 End Date: May 14, 2016
Twelve months
NALCAB Portion of the Budget:
Item/Task Unit/ Cost Total Narrative
Hours
TA Oversight&Project 'Assist Consultant Partners to
Management: complete assignment.
• Dawkins Hodges 36 •Facilitate periodic meetings
• Carolina Buitrago 36 •Develop&submit periodic reports
to HUD to communicate progress
of TA.
•Monitor&manage the travel and
labor resources for this TA
engagement.
•Edit&review TA work products
prior to final submission.
Travel 1 $1265 1 Visit which includes Flight for 1
person to complete a 3 day site visit
TOTAL ESTIMATED COSTS 72 $1,265
labor Travel
hours
Budget for Florida Housing Coalition
Item/Task Unit/Hours Cost Total Narrative
City and County Plan Review and Collect and review Comprehensive
Recommendations Land Use Plan,zoning and building
• Jaimie Ross 34 codes and Community Reinvestment
• Lisa Hoffmeyer 3 Area plans and make
• Aida Andujar 3 recommendations to remove
impediments and coordinate
affordable housing development
�'a
1609
Affordable Housing Inventory& Review and update existing City and
Housing Needs Assessment County data and provide
• Rose Phillips 20 recommendations for priorities based
on existing housing stock and most
critical community needs.
City/County Departmental Meet with staff to determine
Coordination and Outreach departmental responsibilities,
• Aida Andujar 8 evaluate efficiencies and make
recommendations to streamline
processes,increase coordination and
eliminate duplicative efforts. Assist
staff in developing a plan for
outreach to the identify needs of
residents,developers and service
providers in the Immokalee area.
Training and technical Workshop,webinars and on/offsite
Assistance to City staff and TA to train housing development
non-profit developers staff and non-profit organizations
on elements of housing project
• Lisa Hoffmeyer 36 development including site
• Aida Andujar 20 selection,cost projections,
6 feasibility analysis,funding sources
• Michael Chaney and requirements,project design,
governmental regulations,working
with contractors, market studies,
feasibility analysis,asset
management and tenant selection
policies.
TA provided to CSH on RFPs,
Developer incentives and project
selection.
One 2 day workshop on Affordable
Housing Development
Two 2 hour webinars- 1.Green
Initiatives
2. Nonprofit Capacity building
Travel 8 $2116 2 4 day site visit trips by car for 2 FHC
staff
TOTAL ESTIMATED LABOR HOURS 130
&COSTS: labor $2,116
hours Travel
LABOR TOTAL: 202 This is the sum of all labor
Other(materials): labor hours.
hours
TRAVEL TOTAL: 3 Site $3,381 This combines all travel items
Visits
c;�
16D 9
MEMORANDUM
Date: September 4, 2015
To: Peggy Hager, Operations Coordinator
Community & Human Services
From: Teresa Cannon, Deputy Clerk
Minutes & Records Department
Re: Agreement for Technical Assistance Service with the National
Association of Latino Community Asset Builders (NALCAB)
Attached for your records are One (1) original as referenced above (Item #16D21)
approved by Board of County Commissioners on July 7, 2015.
The second original sent back is being held in the Minutes & Records Department
for the Board's Official Record.
If you have any questions, please contact me at 252-8411.
Thank you.
Attachment
16139
Agreement for Technical Assistance Services
HUD's Rural Capacity Building for
Community Development and Affordable Housing Grants Program (RCB)
This Agreement, made this 7th day of__July 2015 by and between Collier County.
hereinafter referred to as"Recipient" and National Association for Latino Community Asset Builders
(NALCAB), herein after referred to as"TA Provider".
Now whereas,TA Provider has received funding from the US Department of Housing and Urban
Development under the Rural Capacity Building for Community Development and Affordable Housing
Grants Program (RCB)to provide technical assistance to enhance the capacity and ability of local
governments, Indian tribes, housing development organizations, rural CDCs, and CHDOs to carry out
community development and affordable housing activities that benefit low-and moderate-income families
and persons in rural areas.
Whereas, Recipient and Eligible Applicant, as defined by the U.S. Department of Housing and Urban
Development, Docket#FR-5700-N-20, NOFA for FY 2013 is a:
X❑ Rural-based organization, or
❑ Non-rural CDC or CHDO undertaking projects in a rural area,
and is eligible to receive such services under this program.
Whereas, recipient desires to implement a plan to receive technical assistance that will help it carry out
community development and affordable housing activities in rural areas.
Whereas, TA provider and Recipient have developed a planned program of technical assistance that will
assist in accomplishing increased capacity for community development and affordable housing activities
that benefit low- and moderate-income families and persons in rural areas;
NOW THEREFORE, TA provider and Recipient hereby agree as follows:
TERMS:
Purpose: To provide technical assistance services to Recipient.
DATE OF COMMENCEMENT: July 7, 2015
The Agreement will be in effect until May 14.2016
It is understood the parties to this Agreement are independent contractors and neither party shall be
considered the agent, servant, or employee of the other for any purpose whatsoever. Nothing contained
herein, or any of the obligations of the parties hereunder, will in any manner inure to the benefit of third
parties, unless otherwise agreed to in writing by both parties to this Agreement.
THE ROLE OF TA PROVIDER:
NALCAB, as the TA Provider, will provide to Recipient, those services listed in the attached, "Scope of
Work, hereafter referred to as"EXHIBIT A". HUD's Rural Capacity Building for Community Development
1IPage
1609
and Affordable Housing Grants Program (RCB) is the source of funding for these services that are
provided at no charge to the Recipient.
NALCAB will assign technical assistance providers(Consultant Partners)to work with the TA Recipient
as shown on the attached Scope of Work—EXHIBIT A.
Technical assistance services, training and consultation services will be provided in a professional and
confidential manner for the benefit of the Recipient. TA Provider shall protect such confidential
information with a degree of care at least as restrictive as it uses to protect its own confidential
information,which in any event shall be no less than a reasonable degree of care.
Any intellectual property developed as a result of this Agreement will belong to the US Department of
Housing and Urban Development as the funding source for these services. All reports, drawings,
sketches, spreadsheets,flowcharts, specifications, calculations, ideas, inventions, designs, discoveries,
processes, improvements, computer programs, operating instructions, notes, and all other works of
authorship and other work product(whether or not patentable or subject to copyright protection)created,
conceived or first reduced to practice by TA Provider, alone or with others, in connection with the
Services or work performed for under this Agreement("Work Product")together with all tangible and
electronic media in which or on which such Work Product is embodied, contained, or expressed, and all
patent, copyright, trademark, trade secret, and other intellectual property rights therein throughout the
world (collectively, "IP Rights"), shall be deemed a "work made for hire"and shall be the property of
NALCAB. HUD reserves a royalty-free, nonexclusive and irrevocable license to reproduce, publish, or
otherwise use and to authorize others to use for federal government purposes: (a)the copyright in any
work developed under the grant agreement with NALCAB (TA Provider) and any award or contract
awarded under the grant agreement with NALCAB; and (b) any rights of copyright to which an awardee
or sub-awardee or a contractor purchases ownership with award funds.
TA Provider will make regular progress reports to the US Department of Housing and Urban
Development on the status of this Technical Assistance Agreement. Recipient acknowledges that TA
Provider will make available for inspection and review by HUD or its designee the records, documents
and other pertinent information relating to the performance of this Agreement.
Compliance with Federal Administrative Requirements:
TA Provider's grant agreement with U.S. HUD is governed by administrative requirements codified in:
• 24 CFR part 84;
• OMB Circular A-110;
• OMB Circular A-133;
• 2 CFR Chapter I, Chapter II, Part 200, et al.
For all activities in connection with this contract, the TA Provider is required to comply with these federal
administrative requirements.
THE ROLE OF THE RECIPIENT
Recipient will:
Commit the necessary staff and resources to fully benefit from and participate in the provision of
technical assistance that is being made available through this TA Agreement;
Provide TA Provider with information, documents, reports and other materials that may be pertinent to
the development and provision of these services.
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Provide assistance in logistical arrangements for site visits, for example providing meeting space,
scheduling appointments with key stakeholders and allowing staff the time to meet with TA Team.
Report any significant problems or changes during the technical assistance process that may affect the
ability to complete delivery or completion of these services;
Develop an action plan that implements technical assistance recommendations.
Participate in the on-going evaluation of the technical assistance services provided, including but not
limited to:
o Evaluating the process, quality of technical assistance services, outcomes desired, impacts achieved
and recommendations.
o Reporting improvements or changes achieved in personnel, organizational capacity, programs or
services, projects and/or policies and procedures as a result of the technical assistance received.
o Providing statistical measurement of impacts achieved as a result of technical assistance.
o Conducting an exit interview to provide feedback and evaluate the effectiveness of the services.
o Post-session questions or additional needs that are identified during the course of the TA
engagement.
o Participate in monitoring conducted by HUD or its assignee that may include site visits, review of
program documents, services, etc.
Recipient will retain records of the technical assistance services provided through this TA Agreement for
at least three years from the end of this Agreement and will provide HUD or its designee access to, and
the right to examine and copy records, books, papers and documents relating to the provision of services
under this Agreement.
Technical Assistance and Training Services
Technical assistance results in the benefit to the Recipient when there is a commitment by the Recipient
to provide its staff, board and/or volunteers with the support, time and encouragement necessary to
complete the technical assistance scope of work and achieve the desired impacts and results. Obstacles
that may prevent success in completing technical assistance services include internal and external turf
issues, resistance to change, legal or statutory limitations, and lack of funding. With good planning and
facilitation, and faithful communication with TA Provider among staff, Board, and stakeholders, many of
these obstacles can be avoided or diminished. In order to provide the highest quality technical
assistance services, communication is key.
Technical assistance services cannot be provided for litigation or any work leading to legal court
proceedings or hearings.
Termination
Notwithstanding any contrary terms contained above, TA Provider and Recipient shall have the right at
its absolute discretion, to cancel, in whole or part, this Agreement by providing 30 days written notice.
MISCELLANEOUS
Nothing in this Agreement shall be construed to require the commission of any act contrary to law, and in
the event of any conflict between any provision of this Agreement and any statute, law or ordinance the
affected provision of this Agreement shall be limited to the extent necessary to bring it within the legal
requirements.
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This Agreement shall be governed by, and construed and enforced in accordance with, the laws in
effect in the State of Texas applicable to contracts made in that state, without giving effect to any
rules regarding conflicts of laws. This Agreement is initiated in Bexar County, Texas and venue for
enforcement of this Agreement shall be in Bexar County, Texas.
Notices
Notices to either party shall be in writing and transmitted to the address below for each party, unless
notice has been provided to transmit notices to a different location:
TA PROVIDER:
NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS (NALCAB)
Program Director: Christopher Sanchez
5404 Wurzbach Road
San Antonio, TX 78238
Phone: (210) 227-1010
RECIPIENT:
NAME: Collier County
Address: 3339 Tamiami Trail East, Suite 211
City/State/Zip: Naples, FL 34112
Phone: (239) 252-6287
This Agreement, along with the attached Scope of Work, contains the entire understanding of the parties
and may only be modified or altered in writing by an amendment signed by the parties hereto.
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed and delivered by their
duly authorized officers or agents effective as of the Effective Date.
NATIONAL ASSOCIATION FOR RECIPIENT:
LATINO COMMU ITY ASSET BUILDERS Collier County
By: By:
Print Name: CInr{'se1?Lr- Lu. cd--1-10t-e.-Z- Print Name: Tim Nance
Title: t)i re c-kz, Title: Commission Chair
ATTEST Approved as to form and legality
DW1 E. BRICK,Chkrk
istant County Attorney
„81Attest as to Chairman's REV. 4/22/15 cws/sc
signature only. oyv 4 P a e
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Exhibit A-SCOPE of WORK:
NALCAB RURAL CAPACITY BUILDING TA:—COWER COUNTY,FLORIDA
DATE:Revised 5/4/15
History of Organization:
Collier County Community and Human Services (CHS), FL: Collier County is a political subdivision with a multi-
million dollar budget (approximately$900 million). CHS is requesting technical assistance to develop strategies
and set priorities for affordable housing and community development services in Immokalee including best
utilization of various funding sources, a review of County housing and land use plans, updating the County's
affordable housing inventory and preparing a housing needs assessment. Assistance is also being sought to
develop or enhance the capacity of local nonprofits to develop affordable housing in the City, provide a toolkit
of incentives to spur private affordable housing development and enhance coordination among City and County
departments to develop a comprehensive approach to community, economic and housing development.
Summary of TA Needs:
City and County Plan Review and Recommendations
The Florida Housing Coalition will review the current housing element data and analysis, land development
regulations,zoning code,and code enforcement tools currently used in Collier County,specifically in relation to
unincorporated Immokalee. The review will also include the housing data clearinghouse information for the
jurisdiction.
We will also review the potential financial resources currently available and those that the County may consider
pursuing to assist in the development and preservation of safe and affordable housing for the residents of
Immokalee.
Outcomes:
• A set of recommendations to the County for improving the current land use/development environment
• Recommendations to increase the development and preservation of housing for the residents of
Immokalee.
Impact:
• The County will be able to use our recommendations to start the amendatory process to create
incentives for affordable housing development.
• The County will be able to craft an RFP, using the recommendations provided as the basis for its Scope
of Services.
Affordable Housing Inventory and Housing Needs Assessment
Assistance will be provided to County staff to update their affordable housing inventory and identify affordable
housing units in the development pipeline. A housing needs assessment will be conducted to identify low-
income households facing housing cost burden, living in substandard housing,or experiencing
homelessness. Household projections will be conducted to estimate future demand for affordable
housing. Data on current and projected affordable housing supply and demand will be synthesized for the City
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of Immokalee and the where appropriate,the County as a whole. The results will be used to set development
priorities.
Outputs
• Inventory of existing affordable housing units and units in development pipeline
• Estimates of households by income category(51-80%of Area Median Income, 31-50%AMI,<30%AMI),
tenure,and nature of housing hardship(cost burden, homelessness,substandard housing)
• 5-year projections of households with housing-related hardships by income category and tenure
• Recommendations for development priorities
Impacts
• Funding for affordable housing construction and rehabilitation will be targeted to households with the
greatest need
• The percentage of households in low-income categories with housing-related hardships will decline
City/County Departmental Coordination and Outreach
A review of city and county departmental roles in Community Development will be conducted.
Recommendations will be made to streamline processes, avoid duplication of efforts and enhance cooperation
among departments. Assist the County in developing a more comprehensive approach to affordable housing
and economic development in the Immokalee area by identifying services, service providers and needs in the
Immokalee area.
Outputs
• A clear picture of the roles and responsibilities of City and County Departments
• Coordination of efforts between departments
• Identification of needs of housing developers, service providers and residents in the Immokalee area
Impacts
• Improved efficiency between departments
• A more targeted approach to planning of programs,services and funding to better serve the City of Immokalee
and reduce the duplication of services and benefits that serve the community and residents.
Housing Development Training and Technical Assistance
There are few qualified affordable housing developers in the County. We will help to identify existing nonprofit
housing developers as well as other nonprofit organizations who are interested in expanding their business line.
Training will be provided to the County staff as well as interested nonprofits on all aspects of housing project
development from planning and predevelopment through construction/rehab and sale of homeownership units
and management of rental units. There will be a specific focus on Green building. Information will be provided
to non-profits on existing financial resources, including access to NALCAB's Revolving Loan Fund.
In addition, TA will be provided to the County staff regarding the development of Requests for Proposals,
outreach to affordable housing developers to ensure qualified applicants, and, using data gathered from the
Affordable Housing Inventory and Housing Needs Assessment, assistance in identifying housing development
priorities for future RFPs. Based on the recommendations of the County's plan reviews(see above), a toolkit of
development incentives will be proposed further incentivize affordable housing development.
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Outputs:
• One full-time trained and knowledgeable staff member overseeing project management of housing
development activities and green initiatives.
• Trained non-profit developers that serve the Immokalee area.
• Increased affordable housing opportunities are available in the Immokalee area to serve low income
populations.
• RFP for targeted development projects
• Toolkit of developer incentives
• Housing development in Immokalee will be strategic based on needs assessment/data.
Impacts
• Strategically issued development RFPs will result in a focused approach for adding affordable housing to
the inventory
• The capacity of 15 Nonprofits is increased; 15 nonprofits become more sustainable.
Period of Engagement:
Start Date:July 7,2015 End Date: May 14,2016
Twelve months
NALCAB Portion of the Budget:
Item/Task Unit/ Cost Total Narrative
Hours
TA Oversight&Project 'Assist Consultant Partners to
Management: complete assignment.
• Dawkins Hodges 36 •Facilitate periodic meetings
• Carolina Buitrago 36 •Develop&submit periodic reports
to HUD to communicate progress
of TA.
•Monitor&manage the travel and
labor resources for this TA
engagement.
•Edit&review TA work products
prior to final submission.
Travel 1 $1265 1 Visit which includes Flight for 1
person to complete a 3 day site visit
TOTAL ESTIMATED COSTS 72 $1,265
labor Travel
hours
Budget for Florida Housing Coalition
Item/Task Unit/Hours Cost Total Narrative
City and County Plan Review and Collect and review Comprehensive
Recommendations Land Use Plan,zoning and building
• Jaimie Ross 34 codes and Community Reinvestment
• Lisa Hoffmeyer 3 Area plans and make
• Aida Andujar 3 recommendations to remove
impediments and coordinate
affordable housing development
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Affordable Housing Inventory& Review and update existing City and
Housing Needs Assessment County data and provide
• Rose Phillips 20 recommendations for priorities based
on existing housing stock and most
critical community needs.
City/County Departmental Meet with staff to determine
Coordination and Outreach departmental responsibilities,
• Aida Andujar 8 evaluate efficiencies and make
recommendations to streamline
processes,increase coordination and
eliminate duplicative efforts. Assist
staff in developing a plan for
outreach to the identify needs of
residents,developers and service
providers in the Immokalee area.
Training and technical Workshop,webinars and on/offsite
Assistance to City staff and TA to train housing development
non-profit developers staff and non-profit organizations
on elements of housing project
• Lisa Hoffmeyer 36 development including site
• Aida Andujar 20 selection,cost projections,
6 feasibility analysis,funding sources
• Michael Chaney and requirements,project design,
governmental regulations,working
with contractors, market studies,
feasibility analysis,asset
management and tenant selection
policies.
TA provided to CSH on RFPs,
Developer incentives and project
selection.
One 2 day workshop on Affordable
Housing Development
Two 2 hour webinars- 1.Green
Initiatives
2. Nonprofit Capacity building
Travel 8 $2116 2 4 day site visit trips by car for 2 FHC
staff
TOTAL ESTIMATED LABOR HOURS 130
&COSTS: labor $2,116
hours Travel
LABOR TOTAL: 202 This is the sum of all labor
Other(materials): labor hours.
hours
TRAVEL TOTAL: 3 Site $3,381 This combines all travel items
Visits
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