Agenda 01/27/2015 Item #16D 9 1/27/2015 16.D.9.
EXECUTIVE SUMMARY
Recommendation to approve Third Amendment to the Home Investment Partnership Program
Subrecipient Agreement with Community Assisted and Supported Living, Inc., for the Multi-
Family Property Acquisition Project.
OBJECTIVE: To provide safe and affordable housing to low- and very-low-income adults with
disabilities.
CONSIDERATIONS: Collier County is the recipient of HOME Investment Partnership Program funds
from the United States Department of Housing and Urban Development (HUD) as provided by the
Cranston-Gonzalez National Affordable Housing Act. HOME funds may be used to provide incentives to
develop and support affordable rental housing and homeownership affordability.
On October 8, 2013, the Board approved a subrecipient agreement with Community Assisted and
Supported Living, Inc. (CASL) for acquisition of multi-family rental housing for persons with disabilities
(Agenda item 16D10). The project will target eight low and very low income adult individuals with
disabilities. The housing facilities will consist of four two bedroom units.
On January 14, 2014,the Board approved First Amendment to the Subrecipient Agreement, (Agenda item
16D3). On May 13, 2014, the Board approved Second Amendment to the Subrecipient Agreement
(Agenda item 16D20).
The Third Amendment to the Subrecipient Agreement reflects the following changes:
1. TIME OF PERFORMANCE; Extend end date of contract to October 30, 2016 to allow the
subrecipient sufficient time from the date of acquisition to secure the required number of
beneficiaries to satisfy the HUD National Objective.
2. AGREEMENT AMOUNT;
• Add language under budget table to explain grant funding reimbursement if units are not
occupied within eighteen months of acquisition.
• Include payment via wire transfer upon completion of work to clarify payment
methodology for the acquisition activity.
• Include additional match documentation and remove timeframe from which match is
required to be submitted. The subrecipient will be providing additional cash to make the
acquisition under this agreement. This is to clarify that additional cash may be used to
meet the match requirement.
The proposed modifications are allowable under grant regulations, and will not increase the amount of
grant funds or impact the budget for this project.
FISCAL IMPACT: The proposed actions described in this executive summary have no new fiscal
impact. The funding source for the grant award is the Home Investment Partnership(HOME)Grant. The
grant award for this program is $405,564. It is budgeted in the Urban Improvement Grants Fund (121)
for Project No. 34550, 34555, 34560, 34565,34570,44550(HOME Grants).
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LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote
for approval.-JAB
GROWTH MANAGEMENT IMPACT: Acceptance and implementation of this amendment will
further the Goals,Objectives, and Policies within the Housing Element of the Growth Management Plan.
RECOMMENDATION: That the Board of County Commissioners approves and authorizes the
Chairman to execute Third Amendment to the Subrecipient Agreement with Community Assisted and
Supported Living, Inc. for the Multi-Family Property Acquisition Project.
Prepared By: Priscilla Doria, Grants Coordinator, Community and Human Services
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1/27/2015 16.D.9.
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.16.D.16.D.9.
Item Summary: Recommendation to approve Third Amendment to the Home Investment
Partnership Program Subrecipient Agreement with Community Assisted and Supported Living,
Inc.,for the Multi-Family Property Acquisition Project.
Meeting Date: 1/27/2015
Prepared By
Name: DoriaPriscilla
Title: Grants Coordinator,Community&Human Services
1/14/2015 3:17:17 PM
Approved By
Name: AlonsoHailey
Title: Operations Analyst,Public Services Division
Date: 1/14/2015 3:56:49 PM
Name: SonntagKristi
Title:Manager-Federal/State Grants Operation,Community&Human Services
Date: 1/15/2015 9:04:56 AM
Name: GrantKimberley
Title: Director-Community and Human Services, Community&Human Services
Date: 1/15/2015 10:05:21 AM
Name: TownsendAmanda
Title: Director-Operations Support,Public Services Division
Date: 1/15/2015 11:35:23 AM
Name: Bendisa Marku
Title: Supervisor-Accounting, Community &Human Services
Date: 1/15/2015 3:29:39 PM
Name: AlonsoHailey
Title: Operations Analyst,Public Services Division
Date: 1/15/2015 3:30:52 PM
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Name: RobinsonErica
Title:Accountant, Senior,Grants Management Office
Date: 1/15/2015 3:58:24 PM
Name: BelpedioJennifer
Title:Assistant County Attorney, CAO General Services
Date: 1/16/2015 11:32:08 AM
Name: CarnellSteve
Title: Administrator-Public Services,Public Services Division
Date: 1/17/2015 10:05:28 AM
Name: BelpedioJennifer
Title:Assistant County Attorney, CAO General Services
Date: 1/21/2015 9:40:22 AM
Name: KlatzkowJeff
Title: County Attorney,
Date: 1/21/2015 9:56:47 AM
Name: IsacksonMark
Title: Director-Corp Financial and Mngmt Svs, Office of Management&Budget
Date: 1/21/2015 9:57:55 AM
Name: OchsLeo
Title: County Manager,County Managers Office
Date: 1/21/2015 11:16:24 AM
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1/27/2015 16.D.9.
Grant# - M-03- UC-12-0217
Grant#- M-04- UC-12-021.7
Grant#- M-05--UC-12-0217
Grant#-M-06—UC-12-0217
Grant#- M-07--UC-12-0217
Grant#-M-08- UC-12-0217
CFDA/CSFA#- 14.239
Subrecipient—CASL
DUNS #-940621519
IDIS # 454
FETI#-65-0869993
FY End 12/31
Monitoring Deadline 9-30-2018
THIRD AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY
AND
COMMUNITY ASSISTED AND SUPPORTED LIVING,INC.
(CASL)
This Amendment, is entered into this day of , 2015, by and between
"RENAISSANCE Manor, Inc. d/b/a Community Assisted and Supported Living, Inc." (CASL) 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 October 8, 2013, the COUNTY entered into an Agreement with CASL
allowing HOME Investment Partnerships (HOME) Program funds to be used for a Multi Family
Property Acquisition Project(hereinafter referred to as the"Agreement"); and
WHEREAS, on January 14, 2014, Item 16D3, the COUNTY approved the first amendment to
this agreement; and May 13, 2014, Item 16D20, the COUNTY approved the second amendment to this
agreement; and
WHEREAS, the Parties desire to amend the Agreement to: 1) Extend agreement date, 2)
further clarify payment to Subrecipient, 3) add match documentation and remove timeframe that match
is required.
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:
* All references to Housing, Human and Veteran Services (HHVS) throughout agreement shall now
read Community and Human Services (CHS).
Words Struck rough are deleted; Words Underlined are added
Multi Family Property Acquisition
CASL(1-1M13-02) Amendment 113 Page 1 of 4
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1/27/2015 16.D.9.
II. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 8th day of October, 2013 and end on the
.0`1' day of April, 2015 30th day of October, 2016. The term of this Agreement and the
provisions herein may be extended by amendment to cover any additional time period during
which the SUBRECIPIENT remains in control of HOME funds or other HOME assets,
including program income
III. AGREEMENT AMOUNT
The budget identified for the Property Acquisition Project shall be as follows:
Line Item Description HOME
Funds
Project Component One: Acquisition of Multi-Family Rental $404,064.00
Housing Property and associated costs
Project Component Two: Environmental Review $1,500.00
TOTAL $ 405,564.00
*the entire HOME Investment shall be returned to the County if all units are not occupied within
eighteen months of acquisition.
*
Match Pursuant 24 CFR 92.218
Match is required for HOME funds. This project requires HOME match. Collier County will provide
the match for the project however the SUBRECIPIENT has committed to provide a match
contribution. The SUBRECIPIENT shall provide evidence of match on a quarterly basis as evidenced
by recipient, canceled checks and bank statements. Contributions to the housing project that qualifies
as affordable housing under the HOME program throughout a fiscal year shall be provided and will be
considered match. Contributions that have been or will be counted as satisfying a matching
requirement of another Federal grant or award may not count as satisfying the matching contribution
requirement for the HOME program.
The County shall reimburse or direct pay via wire transfer the SUBRECIPIENT for the performance of
this Agreement upon completion or partial completion of the work tasks as accepted and approved by
HHVS pursuant to the submittal of quarterly progress reports. SUBRECIPIENT may not request
disbursement of HOME funds until funds are needed for the payment of eligible costs, and all
disbursement requests must be limited to the amount needed at the time of the request. However,
invoices for work performed are required every month. 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
Multi Family Property Acquisition
CASL(HM 13-02) Amendment#3 Page 7 4'4.
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frequently than once per month. 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 details the program deliverables and schedule
HOME Match Documentation of rehabilitation Quarterly as As they
Requirement expenditures and supportive services paid occur fallewing
for from non-federal sources or any other acquisition
associated acquisition costs.
Income eligibility Client files Maintained by
SUBRECIPIENT and
eligibility documentation
submitted 60 days prior
to tenant occupancy
Eight(8) persons with Exhibit D Quarterly
special needs will benefit
from this funding and will
be low-and moderate-
income (LMI)presumed
clientele
Progress Report Exhibit D Quarterly
Insurance Certificate N/A Annually
Affirmative Plan Documents Within 30 days of
Action/Marketing Plan contract execution and/or
as modified
HQS Inspections Inspection Forms Annually
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 Letter and 180 days after end of
Exhibit E fiscal year
* * *
Multi Family Property Acquisition
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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
DWIGHT E. BROCK, CLERK COUNTY,FLORIDA
By:
Deputy Clerk Tim Nance, Chairman
Dated:
(SEAL)
Community Assisted& Supported Living, Inc.
By:
Subrecipient Signature
J. Scott Eller, CEO
Subrecipient Name and Title
Approved as to form and legality:
Jennifer A. Belpedio
Assistant County Attorney ,
Multi Family Property Acquisition
CASL(HM13-02) Amendment#3 Page d of 4
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