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Backup Documents 12/09/2014 Item #16D 2 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP1 6 U 2 TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 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. **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 itials Date 1. Peggy Hager CHS ( o?,�n 2. County Attorney Office County Attorney Office _ CZ 17, Z I 3. BCC Office Board of County —\\> Commissioners VWLS 7 t z, kkkki . 4 Minutes and Records Clerk of Court's Office A Iii «i(Lf Iv. g 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 Phone Number Pled call for pick up Contact/ Department Lisa Oien _ 252-6141 Agenda Date Item was Agenda Item Number `VV/ Approved by the BCC December 9 2014 Type of Document Attached Amendment#2 to Big Cypress Housing Agreement Number of Original 3 amendment s #2 to the Big Documents Attached Cypress Housing Corporation 3 total documents agreement(stamped signature acceptable PO number or account m/0._ 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) Qpplica ) 1. Does the document require the chairman's original signature? S /t'f� J/ 2. Does the document need to be sent to another agency for additiona ratmres? es, / provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. ✓ /A 3. Original document has been signed/initialed for legal sufficiency. (All documents to be signed by the Chairman,with the exception of most letters,must be reviewed and signed f by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's ✓� / Office and all other parties except the BCC Chairman and the Clerk to the Board N 5. The Chairmen's signature line date has been entered as the date of BCC approval of the document or the final negotiated contract date whichever is applicable. °0- 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip j 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 away of your deadlines! 8. The document was approved by the BCC on /L/9�1p/� and all changes made , .,u during the meeting have been incorporated in t a 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 (}j BCC,all changes directed by the BCC have been made,and the document is ready fs th- d Chairman's signature. 4� 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 1602 MEMORANDUM Date: December 11, 2014 To: Lisa Oien, Grants Coordinator Housing, Human & Veteran Services From: Martha Vergara, Deputy Clerk Minutes & Records Department Re: Amendment #2 to Agreement between Collier County & Big Cypress Housing Corporation Hatcher's Preserve, Affordable Rental Housing Attached is two (2) original document referenced above, (Item #16D2) approved by the Board of County Commissioners on Tuesday, December 9, 2014. The Minutes and Record's Department will retain an original for the Board's Official Record. If you have any questions please call me at 252-7240. Thank you. Attachment 16 0 2 Grants # 12DB-P5-09-21-01-K39 #07DB-3V-09-21- O1-ZO1 #08DB-D3-09-21-01-A03 #10DB-D4-09-21-01-K09 CFDA/CSFA# - 14.228 Sub recipient- Big Cypress Housing Corporation DUNS # 064723252 FETI FEID# 65-1067124 FY End 12/3112/31 Monitor End: 2018 2019 SECOND AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY AND Big Cypress Housing Corporation Hatcher's Preserve,Affordable Rental Housing This Amendment, is entered into this Q day of 2014, by and between Big Cypress Housing Corporation, a not for profit 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." WHEREAS, on October 22, 2014, the Board of County Commissioners approved submittal of modifications to grant agreement numbers, 12DB-P5-09-21-01-K39, 07DB-3V-09- 21-01-ZO1 and 08DB-D3-09-21-01-A03 between Collier County and the Florida Department of Economic Opportunity (DEO) and the execution of an associated subrecipient agreement providing Community CDBG/DRI/DREF funds for the Hatcher's Preserve project in Immokalee, Florida; WHEREAS on May 27, 2014 the Board of County Commissioners approved submittal of modification#9 for grant agreement#10DB-D4-09-21-01-K09 and the associated subrecipient agreement amendment providing additional Community CDBG/DRI funds for the Hatcher's Preserve project; WHEREAS, the Parties desire to amend the subrecipient agreement to reallocate funds from the environmental activity to construction activities at Hatcher's Preserve. NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is agreed by the Parties as follows: Page 1 of 7 Big Cypress Housing Corporation DREF 08-06,DRI 05-06,DRI 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 �9 160 2 Words Strutli---Through are deleted; Words Underlined are added All references contained throughout the agreement to Housing, Human and Veteran Services (HHVS) hereinafter shall read Community and Human Services CCHS). THE SUBRECIPIENT AGREES TO: * * * III. AGREEMENT AMOUNT * * * Line Item Description Total DREF DRI DRI DRI DREF/DRI FUNDS FUNDS FUNDS FUNDS FUNDS (2008 funds) Z grant A grant K grant (2005 funds) (2005 funds) (2008 funds) NOTE* Activities/items/services may include but not be limited to: BCHC, Hatcher's Preserve, Affordable Rental Housing Project Component#1 $1,095,944.30 $221,388.80 $106,650.69 $307,161.81 $460,743.00 The construction cost $1,099,944.30 $311,161.81 and associated costs of fees and permits necessary to construct a minimum of eight single family rental homes at Hatcher's Preserve in Immokalee, Florida. Component #2 The cost $4,000.00 $4,000.00 of a HUD required Environmental Assessment for the Hatcher's Preserve Community. Total $1,099,944.30 $ 221,388.80 $106,650.69 $ 311,161.81 $460,743.00 Page 2 of 7 Big Cypress Housing Corporation DREF 08-06,DRI 05-06,DRI 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 16 0 2 The following table details the project deliverables, documents and submission schedule. Deliverable Supporting Documents Exhibit Submission Date Project Component #1 Construction: Submission of Exhibit Monthly The construction cost and supporting documents must "B"using invoicing associated costs of fees be provided as back up as Exhibit and permits necessary to evidenced by, but not limited "C" if construct a minimum of to, signed AIA G702-1992 applicable. eight rental single family form (attached as Exhibit homes at Hatcher's "G") or equivalent document Preserve in Immokalee, accompanied by the Florida contractor's Schedule of Values and associated photos. 10% Retainage will be Submit withheld with each request request for payment and will be after final released upon completion of close out activities and final close out monitoring monitoring clearance Project Component #2 Assessment document Exhibit One time The cost of a HUD provided to HHVS and an before required Environmental - - - - ' . . - - : construction Assessment for the Assessment consultant: contract Hatcher's Preserve Community. Program compliance Submission of Annual Exhibit At project documents Certificate of Insurance, "E" for the initiation Annual Audit, Fair Housing annual Plan and Fair Housing Audit Marketing Plan Monthly Reporting for Submission of applicable Exhibits Monthly Progress, beneficiaries reports "D-1", "D- and contracts 2", "D-3" and "D-4" Page 3 of 7 Big Cypress Housing Corporation DREF 08-06,DRI 05-06,DRI 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 0 16 0 * * * IX. ADMINISTRATIVE REQUIREMENTS * * C. REPORTS AND EVALUATIONS (MONITORING) Reimbursement may be contingent on the timely receipt of complete and accurate reports required by this Agreement, and on the resolution of monitoring findings identified pursuant to this Agreement as deemed necessary by the County Manager or designee. During the term, SUBRECIPIENT shall submit monthly progress reports to the COUNTY on the 26th day of each month for the month reported. Monthly reporting includes comprehensive information in regards to progress, beneficiaries, accomplishments and contract information. Exhibits D-1, D-2, D-3 and D-4 are provided for monthly reporting. Other reporting requirements may be required by the County Manager or their designee in the event of Program changes; the need for additional information or documentation arises; and/or legislative amendments are enacted. Reports and/or requested documentation not received by the due date shall be considered delinquent and may be cause for default and termination of this Agreement. During the term, SUBRECIPIENT shall submit an annual audit monitoring report (Exhibit E)to the COUNTY no later than 180 days after the SUBRECIPIENT's fiscal year end. The SUBRECIPIENT agrees that HHVS will carry out no less than one (1) annual on-site monitoring visit and evaluation activities as determined necessary. At the COUNTY's discretion, a desk top review of the activities may be conducted in lieu of an on-site visit. The continuation of this Agreement is dependent upon satisfactory evaluations. The SUBRECIPIENT shall, upon the request of HHVS, submit information and status reports required by HHVS, DEO or HUD to enable HHVS to evaluate said progress and to allow for completion of reports required. The SUBRECIPIENT shall allow HHVS, DEO or HUD to monitor the SUBRECIPIENT on site. Such site visits may be scheduled or unscheduled as determined by HHVS, DEO or HUD. The COUNTY will monitor the performance of the SUBRECIPIENT based on goals and performance standards as stated with all other applicable federal, state and local laws, regulations, and policies governing the funds provided under this contract. Substandard performance as determined by the COUNTY will constitute noncompliance with this Agreement. If corrective action is not taken by the SUBRECIPIENT within a reasonable period of time after being notified by the COUNTY, contract suspension or termination procedures will be initiated. SUBRECIPIENT agrees to provide HUD, the HUD Office of Inspector General, the General Accounting Office, the COUNTY, or the COUNTY's internal auditor(s) access to all records related to performance of activities in this agreement Page 4 of 7 Big Cypress Housing Corporation DREF 08-06,DRI 05-06,DRI 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 0 16 D 2 CORRECTIVE ACTION Corrective action plans may be required for noncompliance, nonperformance, or unacceptable performance under this contract. Penalties may be imposed for failures to implement or to make acceptable progress on such corrective action plans. In order to effectively enforce Resolution No. 2013-228, Housing Human and Veteran Services (HHVS) has adopted an escalation policy to ensure continued compliance by Subrecipients, Developers, or any entity receiving grant funds from HHVS's policy for escalation for non-compliance is as follows: 1. Initial non-compliance may result in Findings or Concerns being issued to the entity and will require a corrective action plan be submitted to the Department within 15 days following the monitoring visit. o Any pay requests that have been submitted to the Department for payment will be held until the corrective action plan has been submitted. o HHVS will be available to provide Technical Assistance (TA) to the entity as needed in order to correct the non-compliance issue. 2. If in the case an Entity fails to submit the corrective action plan in a timely manner to the Department, the Department may require a portion of the awarded grant amount be returned to the Department. o The County may require upwards of five percent (5%) of the acquisition amount be returned to the Department, at the discretion of the Board of County Commissioners. o The entity may be considered in violation of Resolution No. 2013-228 3. If in the case an Entity continues to fail to correct the outstanding issue or repeats an issue that was previously corrected, and has been informed by the Department of their substantial non-compliance by certified mail; the Department may require a portion of the awarded grant amount or the amount of the CDBG/DRI and DREF investment for acquisition of the properties conveyed, be returned to the Department. o The Department may require upwards of ten percent (10%) of the acquisition amount be returned to the Department, at the discretion of the Board of County Commissioners. Page 5 of 7 Big Cypress Housing Corporation DREF 08-06,DRI 05-06,DRI 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 160 2 , o The entity will be considered in violation of Resolution No. 2013-228 4. If in the case after repeated notification the Entity continues to be substantially non- compliant, the Department may recommend the contract or award be terminated. o The Department will make a recommendation to the Board of County Commissioners to immediately terminate the agreement or contract. The Entity will be required to repay all funds disbursed by the County for project that was terminated. This includes the amount invested by the County for the initial acquisition of the properties. o The entity will be considered in violation of Resolution No. 2013-228 If in the case the Entity has multiple agreements with the Department and is found to be non- compliant, the above sanctions may be imposed across all awards at the discretion of the Board of County Commissioners. X. OTHER PROGRAM REQUIREMENTS * * * E. CONFLICT OF INTEREST The SUBRECIPIENT covenants that no person under its employ who presently exercises any functions or responsibilities in connection with the Project, has any personal financial interest, direct or indirect, in the Project areas or any parcels therein, which would conflict in any manner or degree with the performance of this Agreement and that no person having any conflict of interest shall be employed by or subcontracted by the SUBRECIPIENT. The SUBRECIPIENT covenants that it will comply with all provisions of 24 CFR 570.611 "Conflict of Interest", and the State and County statutes, regulations, ordinance or resolutions governing conflicts of interest. Any possible conflict of interest on the part of the SUBRECIPIENT or its employees shall be disclosed in writing to HHVS provided, however, that this paragraph shall be interpreted in such a manner so as not to unreasonably impede the statutory requirement that maximum opportunity be provided for employment of and participation of low and moderate- income residents of the project target area. The SUBRECIPIENT will notify the COUNTY in writing and seek COUNTY approval prior to entering into any contract with an entity owned in whole or in part by a covered person or an entity owned or controlled in whole or in part by the SUBRECIPIENT. The COUNTY Page 6 of 7 Big Cypress Housing Corporation DREF 08-06,DRI 05-06,DRI 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 r7r) 160 2 may review the proposed contract to ensure that the contractor is qualified and that the costs are reasonable. Approval of an identity of interest contract will be in the COUNTY's sole discretion. This provision is not intended to limit SUBRECIPIENT's ability to self-manage the projects using its own employees. Any possible conflict of interest on the part of .the SUBRECIPIENT or its employees shall be disclosed in writing to HHVS provided, however., that this paragraph shall be interpreted in such a manner so an not to unreasonably impede the statutory requirement that maximum opportunity be provided for employment of and participation of low and moderate income residents of the project target area. * * * 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 DWIGHT E.* aROCK, CLERK COLLIER ,OUNTY FLORIDA 4 s►, i�isl ' 0 t . Ii� By: DVer Tom Henning, hairm. Dated:1)C 1A` 20 t4 Date: 1/ 9 z 0,y (SEAL? Attest as to t lairman s signature only. Big Cypress Housin:" 'orporation By• aim&- Su r ecipient _ ature Steve irk,Presi. nt Approved as to form and legality: Jennifer A. Belpedio Assistant County Attorne D `r \R Page7of7 .b� Big Cypress Housing Corporation DREF 08-06,DR1 05-06,DR1 05-11 and DRI 08-13 Hatcher's Preserve Affordable Housing Contract Amendment#2 eta