Backup Documents 05/13/2014 Item #16D25 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP! 613 TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO j,
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. The completed routing slip and original documents 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. URGZ.
**NEW** ROUTING SLIP ry
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 Coun Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Jennifer A. Belpedio, ACA County Attorney Office G is I VI--
2. BCC Office Board of County 7-(lek
Commissioners \ ['&/ \q`ti \
3. Minutes and Records Clerk of Court's Office
TM 4, (ci, IN I I.SSan,
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 Rosa Munoz/HHVS Phone Number 252-5713
Contact/ Department
Agenda Date Item was 5/13/2014 Agenda Item Number 16D25 ✓
Approved by the BCC
Type of Document Amendment#3 to Subrecipient Agreement Number of Original 3
Attached (CASL) Documents Attached
PO number or account N/A
number if document is
to be recorded
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not
appropriate. (Initial) Applicable)
1. Does the document require the chairman's original signature? RM
2. Does the document need to be sent to another agency for additional signatures? If yes, N/A V
provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. /'
3. Original document has been signed/initialed for legal sufficiency. (All documents to be RM 10
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 RM
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 RM
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip RM
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 5/13/14 and all changes made RM V
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 th= (1
Chairman's signature. �C
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
6025
MEMORANDUM
Date: June 9, 2014
To: Rosa Munoz, Grant Coordinator
Housing, Human & Veteran Services
From: Martha Vergara, Deputy Clerk
Minutes & Records Department
Re: Amendment #3 to the Subrecipient Agreement with the
Community Assisted & Supportive Living, Inc.
CBDG Grant #B-13-UC-12-0016
Renaissance Manor, Inc. d/b/a Community Assisted & Supportive
Living, Inc.
Attached are two (2) original amendment to the agreement referenced above, (Item
#16D25) approved by the Board of County Commissioners on Tuesday, May 13,
2014.
An original will be held by the Minutes and Records Department for the
Official Records of the Board.
If you have any questions, please feel free to contact me at 252-7240.
Thank you.
Attachment
16025
Grant#-B-13-UC-12-0016
CFDA/CSFA#- 14.218
Subrecipient—CASL
DUNS #-940621519
IDIS #468
FETI #-65-0869993
FY End 12/31
Monitoring Deadline 6-30-2019
FIRST AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY
AND
COMMUNITY ASSISTED AND SUPPORTIVE LIVING,INC.
(CASL)
This Amendment, is entered into this I day of 1)11() , 2014, by and between
"RENAISSANCE Manor, Inc. d/b/a Community Assisted and Supp ive Living, Inc." a private
not-for-profit corporation existing under the laws of the State of Florida, herein after referred to as
SUBRECIPIENT and Collier County, Florida, herein after to be referred to as "COUNTY,"
collectively stated as the "Parties."
RECITALS
WHEREAS, on March 11, 2014, the COUNTY entered into an Agreement with the
Community Development Block Grant (CDBG) Program funds to be used to fund the building
acquisition and environmental review Project(hereinafter referred to as the "Agreement"); and
WHEREAS, the Parties desire to amend the Agreement to remove environmental review from
the items to be funded by the grant, remove 10% retainage, add a 10% penalty for the failure to meet
beneficiary goal and allow direct payment of eligible expenditures via wire transfer.
NOW, THEREFORE, in consideration of foregoing Recitals, and other good and valuable
consideration, the receipt and sufficiency of which is hereby mutually acknowledged, the Parties agree
to amend the Agreement as follows:
Words Struck Through are deleted; Words Underlined are added.
I. SCOPE OF SERVICES
* * X
* phis is in addition to any other remedies available to the County.
CASL,
(CDI3-03)
Multi Family Property Acquisition
Amendment#1 Page 1 of 5
0
125 1
FY2013 - FY2014 Substantial Amendment to the Action Plan identified and approved the
project to Community Assisted & Supportive Living (CASL) for the following:
X X *
III. AGREEMENT AMOUNT
X Y X
The budget identified for the Multi-Family Acquisition Project shall be as follows:
Line Item Description CDBG Funds
Project Component One: Acquisition of Multi-Family Rental $ 320,138.00 $321,138
Housing Property ies and associated costs
Environmental Review $ 1,000.00
TOTAL $ 321,138.00
The County shall reimburse directly pay or wire transfer funds to the SUBRECIPIENT for the
performance of this Agreement upon completion or partial completion of the work tasks as accepted
and approved by HHVS. SUBRECIPIENT may not request disbursement of CDBG funds until funds
are needed for eligible costs, and all disbursement requests must be limited to the amount needed at the
time of request. Invoices for work performed are required every month. SUBRECIPIENT may
expend funds only for allowable costs resulting from obligations incurred during the term of this
agreement. If no work has been performed during that month, or if the SUBRECIPIENT is not yet
prepared to send the required backup, a $0 invoice will be required. Explanations will be required if
two consecutive months of $0 invoices are submitted. Payments shall be made to the
SUBRECIPIENT when requested as work progresses but, not more frequently than once per month.
Reimbursement will not occur if SUBRECIPIENT fails to perform the minimum level of service
required by this Agreement. Final invoices are due no later than 90 days after the end of the
agreement. Work performed during the term of the program but not invoiced within 90 days without
written exception from the Grant Coordinator will not be reimbursed. No payment will be made until
approved by HHVS for grant compliance and adherence to any and all applicable local, state or
Federal requirements. Payment will be made upon receipt of a properly completed invoice and in
compliance with §218.70, Florida Statutes, otherwise known as the "Local Government Prompt
Payment Act."
The following table details the payment and program deliverables schedule:
PAYMENT DELIVERABLES
Deliverable Payment—Supporting Submission Schedule
Documents
* This is in addition to any other remedies available to the County.
CASL
(CD13-03)
Multi Family Property Acquisition
Amendment#1 Page 2 of 5
CA()
161325
Project Component One: Acquisition Reimbursement. wire transfer or I At acquisition 1
- , •- of Multi- direct pay via check for allowable
Family Rental Housing Property ies expenses for housing properties
and associated costs acquisition Exhibit B with
documentation including but not
limited to HUD Settlement
Statement(s), appraisal(s),closing
documents, deed restriction, note,
mortgage,title commitments and
any additional supporting
documentation as needed.
Income(LMI)persons with
-• - • Within 12 months of
were served Repayment of the acquisition
10%or$32,113.80 shall he
required if the subrecipient fails
to document Eight(8) Low Mod
Income(LMi)persons or
presumed clientele were served*
PROGRAM DELIVERABLES
Deliverable Program—Deliverable Submission Schedule
Supporting Documents
Creation and maintenance of income N/A Ongoing; eligibility
eligibility files on clients served documentation submitted 60
days prior to tenant
occupancy; and will be
reviewed durin monitorin_
This funding will benefit a minimum N/A Ongoing as evidenced by
of Eight(8) persons who will be low- payroll, tax, income
and moderate- income(LMI)presumed qualification and any
clientele additional documents as
needed maintained in
participant file or
documentation of meeting
presumed eligibility criteria
Quarterly Progress Reports Exhibit D Quarterly through 6/2019
Proof of Insurance Insurance Certificate Annually within 30 days of
renewal
Affirmative Action and Equal Plan Documents Within 60 days of contract
Opportunity Plan execution and/or as modified
HQS Inspections Inspection Forms Annually
* This is in addition to any other remedies available to the County.
CASt.
(CD13-03)
Multi Family Property Acquisition
Amendment 441 Page 3 of 5
0
116025
Tenant Leases Signed Leases 30 days prior to occupancy
Tenant Participation Plan Plan Document 60 days prior to leasing and
annually thereafter _
Annual Audit Audit Report with Management 180 days after end of fiscal
Letter and Exhibit E year
Program Income Re-Use Plan Program Income Plan Document Annually through 06/2019
Fair Housing Policy Policy Within 60 days of agreement
execution
Fair Housing Marketing Plan Plan Documents Within 60 days of agreement
execution
Procurement Policy including Code of Policy Within 60 days of agreement
Conduct execution
Conflict of Interest Policy Policy Within 60 days of agreement
execution
Sexual Harassment Policy Policy Within 60 days of agreement
execution
Residential Anti-displacement and Policy Within 60 days of agreement
Relocation _ execution
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
SIGNATURE PAGE TO FOLLOW
* This is in addition to any other remedies available to the County.
CAST,
(CD13-03)
Multi Family Property Acquisition
Amendment#1 Page 4 of 5
16025 .
IN WITNESS WHEREOF,the Parties have each,respectively, by an authorized person or
agent, hereunder set their hands and seals on the date first written above.
ATTEST. -, BOARD OF COUNTY COMMISSIONERS OF COLLIER
WIGHJt•E: zRIC)C1c,CLERK COUNTYILORID
rdi . rd 1 B. . _ ilia
t
js>�► TOM HENNING, CIo IRMAN
Dated:
\\„,
yy,,,' i (((1
S ._AL "
Attest as to Chairman s
signature only.
RENAISSANCE Manor, Inc. d/b/a
Community Assisted & Supported Living, Inc
, /
By: /id
Subr:. iplent Signature
J. Scott Eller, CEO
Subrecipient Name and Title
Approved as to form and legality:
_ ♦ `�
Jenni er A. Belpedio `
Assistant County Attorney 1l ; ,N.....
- -, ~? ,g
* This is in addition to any other remedies available to the County.
CASL
(CD13-03)
Multi Family Property Acquisition
Amendment#1 Page 5 of 5
0