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Agenda 05/13/2014 Item #16D13 5/13/2014 16.D.13. EXECUTIVE SUMMARY Recommendation to approve First Amendment to the Home Investment Partnership Program Subrecipient Agreement with Big Cypress Housing Corporation to update budget language, amend project milestones, revise existing exhibits and to make other insubstatial modifications to the agreement providing for construction of ten single family rental housing units for income qualified renters. The proposed amendment does not change the established project budget. OBJECTIVE: Complete necessary amendment changes to subrecipient agreement to continue with the successful implementation of the project. CONSIDERATIONS: On October 22, 2013, the Board approved an agreement with Big Cypress Housing Corporation (BCHC) for the construction of ten single-family rental housing units (Agenda item 16D15).The project will benefit low-and very-low-income persons. The Housing, Human and Veteran Services Department proposes modifying the subrecipient agreement to add more detail language to the budget table, include a Proposed Schedule timeline in the Quarterly Report(Exhibit D), replace exhibits with most updated templates and make other technical changes where needed. The following modifications to the subrecipient agreement are proposed: 1. AGREEMENT AMOUNT; Budget Table, include language to identify items to be paid under "Construction and construction associated development costs." 2. AGREEMENT AMOUNT; Revise milestones and deadline dates and include project timeline disclaimer below milestone table. 3. EXHIBIT B; REQUEST FOR PAYMENT;replace with updated template. 4. EXHIBIT D; QUARTERLY REPORT; A. OUTCOME GOALS; revise Goals/Milestones. 5. NOTICES;Update HHVS contact Grant Coordinator. 6. Include 1DIS#on agreement The proposed modification is allowable under the grant, and will not increase the amount of grant funds or impact the budget for this project. In addition, language has been added to allow Housing staff to approve milestone date modifications without Board approval. This will hold the subrecipient accountable to deadlines but may provide sufficient flexibility for project milestone. Board approval is required to approve a modification of the project completion date. This will ensure timely completion of project by the contract completion date. 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 Partnerships (HOME) Program. The grant award for this project is $1,144,000. It is budgeted in the Urban Improvements Grant Fund (121) for Project No. 44550, 44555 and the Housing Grants Fund (705) for Project No. 33089, 33177, 33237, 33290 (HOME Grants). A 25% grant match requirement in the amount of$286,000 will be met through SHIP funds; however,the developer is encouraged to provide matching contributions. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval.-JAB Packet Page -1188- 5/13/2014 16.D.13. 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 the First Amendment to the subrecipient agreement with Big Cypress Housing Corporation for the construction of single-family rental units. Prepared by: Priscilla Doria, Grants Coordinator,Housing,Human and Veteran Services Packet Page -1189- 5/13/2014 16.D.13. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.D.16.D.13. Item Summary: Recommendation to approve First Amendment to the Home Investment Partnership Program Subrecipient Agreement with Big Cypress Housing Corporation to update budget language, amend project milestones, revise existing exhibits and to make other insubstatial modifications to the agreement providing for construction of ten single family rental housing units for income qualified renters. The proposed amendment does not change the established project budget. Meeting Date: 5/13/2014 Prepared By Name: DoriaPriscilla Title: Grants Coordinator,Housing, Human &Veteran Services 4/18/2014 10:21:26 AM Submitted by Title: Grants Coordinator,Housing, Human &Veteran Services Name: DoriaPriscilla 4/18/2014 10:21:27 AM Approved By Name: MesaNancy Title: Accountant, Housing, Human &Veteran Services Date: 4/21/2014 11:4 :09 AM Name: GrantKimberley Title: Director-Housing, Human and Veteran S, Housing, Human &Veteran Services Date: 4/22/2014 11:45:18 AM Name: SonntagKristi Title: Manager-Federal/State Grants Operation,Housing, Human& Veteran Services Date: 4/23/2014 6:23:09 PM Packet Page-1190- 5/13/2014 16.D.13. Name: TownsendAmanda Title: Director-Operations Support, Public Services Division Date: 4/24/2014 11:00:15 AM Name: AlonsoHailey Title: Operations Analyst,Public Services Division Date: 4/24/2014 12:07:17 PM Name: BelpedioJennifer Title: Assistant County Attorney, CAO General Services Date: 4/24/2014 2:08:05 PM Name: Carnel]Steve Title: Administrator-Public Services,Public Services Division Date: 4/27/2014 3:56:48 PM Name: RobinsonErica Title: Accountant, Senior, Grants Management Office Date: 4/29/2014 2:24:22 PM Name: BelpedioJennifer Title: Assistant County Attorney, CAO General Services Date: 4/30/2014 2:47:48 PM Name: StanleyTherese Title: Management/Budget Analyst, Senior, Grants Management Office Date: 5/2/2014 1:57:09 PM Name: FinnEd Title: Management/Budget Analyst, Senior, Transportation Engineering&Construction Management Date: 5/2/2014 5:29:40 PM Name: KlatzkowJeff Title: County Attorney, Date: 5/7/2014 11:57:26 AM Name: OchsLeo Title: County Manager, County Managers Office Date: 5/7/2014 1:58:29 PM Packet Page -1191- 5/13/2014 16.D.13. Grant#-M-03-14-4-14X-1-2-00-1-7 M-08-UC-12-0217 M-09-UC-12-0217 M-10-UC-12-0217 M-11-UC-12-0217 M-12-UC-12-0217 M-13-UC-12-0217 CFDA/CSFA#- 14.239 Subrecipient—Big Cypress Housing Corporation (BCHC) DUNS#-0647232520 IDIS#455 FETI#-65-1067124 FY End 12/31 Monitoring Deadline 10/2035 FIRST AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY AND BIG CYPRESS HOUSING CORPORATION THIS AGREEMENT is made and entered into this day of , 2014, by and between Collier County, a political subdivision of the State of Florida, ("COUNTY" or "Grantee") having its principal address as 3339 E. Tamiami Trail, Naples FL 34112, and the "DEVELOPER", "Big Cypress Housing Corporation" a private not-for-profit corporation existing under the laws of the State of Florida, having its principal office at 19308 SW 380th Street, Florida City,Florida 33034. RECITALS WHEREAS, on October 22, 2013 the COUNTY entered into an Agreement with the HOME Investment Partnerships (HOME) Program for the a new construction of Multi-Family Project consisting of a minimum of ten (10) single family rental housing construction at Hatcher's Preserve located at 3180 Westclox Street in Immokalee, Florida. WHEREAS, the Parties desire to amend the Agreement to update budget language, amend project milestones, revise existing Exhibits and to make other modifications to the agreement. NOW, THEREFORE, in consideration of the mutual covenants and obligations herein contained, the Parties agree to amend the Agreement as follows: Words Struck eugh are deleted; Words Underlined are added Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment#1 Page 1 of 9 Packet Page-1192- d� 5/13/2014 16.D.13. III. AGREEMENT AMOUNT * * * The budget identified for the Rental Housing Construction Project shall be as follows: Line Item Description HOME Funds Project Component One: Multi-Family Project consisting of a $ 935,000 minimum of Ten(10) Single Family Rental Housing *$144,000 Construction and associated development costs; including, but *$1,079,000 not limited to, construction; temporary and permanent signage; site maintenance activities; public bid advertisements; architectural fees;project engineering; closing costs; soil and other construction testing; surveys; plans processing consultant; building permits, certificates of occupancy and inspection fees; impact and utility connection fees; fair housing advertisements and other marketing materials; subject property general liability insurance during development and builder's risk insurance. Project Component Two: Developer Fee $ 65,000 Total Project Expenses: SF Rental Housing Construction $935,000 *$144,000 Developer Fee $ 65,000 *$1,144,000 *Contingent upon FY 2013-2014 HUD Allocation and Approval of Action Plan and BCC approval * * Milestone Deadline .. - - .. _ . * . . . . ` l/2011- ! . . 1/2011 * - - - -- 2/2011 Submit for County building Plans &obtain 5/201'- approval . . . €/204-4 Select Contractor 7/2011 Start construction 9/2011 . • . . , _ - - 10/2015 Units Leased/Occupied 1/2016 Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment#1 Page 2 of 8 Packet Page-1193- �� 5/13/2014 16.D.13. Milestone Deadline Environmental Scope Review by County 1/2014 Preliminary ERR review/approved by County 3/2014 Environmental Review Published and NTP Issued 5/2014 Design work complete 5/2014 Land Acquisition 6/2014 Building Plans submitted &Reviewed by County 6/2014 Bid selection made 7/2014 Contract signed/Awarded/NTP issued 8/2014 Construction of 10 units complete 7/2015 Lease Agreements Complete 10/2015 This project milestone has been developed jointly with the subrecipient and has been approved by all parties. The subrecipient is expected to adhere to the target dates. A deviation of up to 10% of the number of days for any tasks is considered normal fluctuation for the project schedule. Any deviation in excess of this by the subrecipient may result in termination of the agreement with no further obligation on the part of the County to make payments for completed or in-progress work. The project milestones may be staff modified only with written approval from the Housing, Human and Veteran Services Department, following a written request with explanation from the subrecipient, and such approval must be made in advance of the milestone deadline. Project completion date may only be modified by Board approval amendment to this Agreement. * IV. NOTICES Notices required by this Agreement shall be in writing and delivered via mail (postage prepaid), commercial courier, or personal delivery or sent by facsimile or other electronic means. Any notice delivered or sent as aforesaid shall be effective on the date of delivery or sending. All notices and other written communications under this Agreement shall be addressed to the individuals in the capacities indicated below, unless otherwise modified by subsequent written notice. COLLIER COUNTY ATTENTION: Priscilla Doria, Grant Coordinator 3339 E Tamiami Trail, Suite 211 Naples, Florida 34112 Emailto; PriscillaDoria @Colliergov.net 239-252-5312 * * * Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment#1 Page 3 of 8 Packet Page -1194- 0 5/13/2014 16.D.13. 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 TOM HENNING, CHAIRMAN Dated: (SEAL) Big Cypress Housing Corporation By: DEVELOPER Signature Steve Kirk. President DEVELOPER Name and Title Approved as to form and legality: Jennifer A. Belpedio Assistant County Attorney Mn R Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment lit Page 4 of 8 Packet Page-1195- 5/13/2014 16.D.13. Exhibit"B" is replaced as follows: EXHIBIT "B" COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES REQUEST FOR PAYMENT SECTION I: REQUEST FOR PAYMENT Sub recipient Name: Big Cypress Housing Corporation (BCHC) Sub recipient Address: P.O. Box 343529/193008 SW 380th Street, Florida City, FL 33034 Project Name: Single Family Rental Housing Construction Project No: HM13-03 Payment Request# Dollar Amount Requested: $ Date Period of Availability: Period for which Agency has incurred indebtedness: through SECTION II: STATUS OF FUNDS 1. Grant Amount Awarded 2. Sum of Past Claims Paid on this Account 3, Total Grant Amount Awarded Less Sum Of Past Claims Paid on this Account $ 4. Amount of Previous Unpaid Requests $ 5. Amount of Today's Request 6. 10% Retainage Amount Withheld 7, Current Grant Balance (Initial Grant Amount Awarded Less Sum of all requests) $ 1 certify that this request for payment has been drawn in accordance with the terms and conditions of the Agreement between the COUNTY and us. To the best of my knowledge and belief, all grant requirements have been followed. Signature Date Title Authorizing Grant Coordinator Supervisor (approval authority under$14,999) Dept Director (approval required $1 5,000 and above) Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment I/1 Page 5 of 8 Packet Page -1196- 5/13/2014 16.D.13. EXHIBIT "D" QUARTERLY PROGRESS REPORT Sub-recipients:Please fill in the following shaded areas of the report Agency Name: $i g C yp reSs HOt1 sing Corporation (BCHC) .•`, : _ - Date: .. Project Title: `Single Family;_Ren al Housing C nstructio..n, Program Alternate Contact: Steve Kirk, President Contact: Telephone a (305):242: 21.42;.`-� *REPORT FOR QUARTER ENDING: (check one that applies to the corresponding grant period): ❑ 01/31/14 ❑4130(14 [ 7/31114 1:110/31/14 Please take note: Each quarterly report needs to include cumulative data beginning from the start of the agreement date of September 24,2013 October 22,2013. Please list the outcome::9oal(s)from your approved.application&sub-recipient agreement and indicate your progress in meeting those 1. goals since,...,..__.,_. October.:22,2013:::' A.Outcome Goals/Milestones: list the outcome goal(s)from your approved application&sub-recipient agreement. �Ililcstonc •- .` >. its • 7C co : - sett fer nstruction contrite/ _ _ ve_e d aivttrd eei��trectton contract Construction of le units coin lctc ". Milestone Eiiviioiiiilental`Scope'Review bv:Count , :: i reliminary-ERR reviev�/approved by County:.. Et�ironrriental Review Published ario N I'P Issued. Desi n work cone lete g - P ..• Land' cquisifion Building:Pians submitted &'Reviewed by County Bid'selection made Contract signed/Awarded/NTP.issued - V Construction of l 0 uniis'complete :Lease A reeents Comulete Big Cypress Housing Corporation(HM 13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment#1 Page 6 of 8 Packet Page -1197- 5/13/2014 16.D.13. B.Goals/Milestones Progress:Indicate the progress to date in meeting each outcome goal Completed< r . 1 � 3 ry j? ' r k n. w...x .f+ ^Z ; m + i>rx,zu'rF j.r'" t� i '� x k. i,r tw t r c r? °SJI '^ O r,.5.. r r y.s ,:k•f- !' ," i> r �t^a< ,� At ',i x !lc.. „rf r?'<r 1 7 f p f f r b r r 7 4v' , E� , r< ,+ z t In a + ! r fN y I Tq 'J if�x (f'r tt0 '} r i �a-{: ✓ r;'' lr y r ' 6� k R' 4 r ;r,�,m 4JF tr!..S}�u}r :'�.k �r .' -r "J i'J x{ +n h! r ? P .h f *S ^ � ,� �,^�.. f yr t ?p:F - ''fa in Progress+5 r mall ul� r i, }y S r t yF d r °"��'rr t '+k11 1iiil!iii ti1111,�1 ; r11 S F.prr..rj.1 t0 i r. + ?fir rr"111 'aJ�s.1 r a 1: d r. t t� r s v � �?c { rr(tf 4b` _�I t�•�"u'^Y` "�' - t+i:� � b L :� a lE ,�i Y r"`�f? 4e,r,�,il. omoo r w 4i r i Ni s^ z t ,rte.� �' .a.. R t t y ^rJCri rv�r >< �•1 ' C M }„u,. :i ty + r^ k +y.F 1-' tj f ''af ° 3 - I�i "-t#'�tr��..�.,�,,f �,a Ff�'t.:�� �A � � it � ...Qrc�'4 .rlh lr <�,�}.,,k#�;.. q r .��,t'..rr J �. i.'. .r' � ro !r (.} e"' N.f,i Loaf I��- ?i"f i'fr7rr'3rt+`F+�! `+s`KrFf� ri 4f,._$f Fr.ydissgto V4 '£}�y jyJ �4 ly- 'rte ; r`,- '�`---Lr rC.. t'.: 3 t s t,n ia'r ti's ugJ E,y` "i it r�.r eigt w z sr F S .��' .p t :J r y_. w % i': J -r r i x a y� 7 t I#'S! iw d Y^t rn .� i f , r > /+i`�, )"! �F�r k +e. y r. r, • Is this project still in compliance with the original projectschedule?If more than 2,-Months behind schedule,:Must submit:a new timeline PROISSI 2. for`approval. Yes `{. ..H No If no explain: 3. Sine ctober 22,2013,of:the persons assisted,how many.... • a. .,.now have new access(continuing)to this service or benefit? ! 0 b. ...now has improved access to this service or benefit? 0 c. ...now receive a service or benefit that is no longer substandard? 0 TOTAL: 0 4. What funding sources are'applied for thi /s period program year? Section 108 Loan Guarantee HOPWA Other Consolidated Plan Funds CDBG $ Other Federal Funds ESG $ $ State I Local Funds HOME .= $ Total Entitlement $ Total Other Funds - Funds - Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment#11 Page 7 of 8 Packet Page-1198- (, 'J 5/13/2014 16.D.13. EXHIBIT "I)" QUARTERLY PROGRESS REPORT 5. jWhatis the total number•of UNDUPLICATED clients served this quarter,If applicable? a. Total No.of adult females served: x ;Total No.of females served under 18: t3; b. Total No.of adult males served: 1`0_0_.7",•Total No.of males served under 18: 0;'. TOTAL: 0 TOTAL: 0 c. Total No.of families served: 0 Total No.of female head of household: 0` 6. What is the total number of UNDUPLICATED clients served since October,If applicable? a. Total number of adult females served: I..q r ::Total number of females served under 18: O" b. Total number of adult males served: „,a,U, ?Total number of males served under 18: TOTAL: 0 TOTAL: 0 c. Total No.of families served: p.....,._ Total No.of female head of household: Q_ Complete EITHER question#7 OR#8.Complete question#7 If your program only serves clients in one or more of the listed HUD Presumed Benefit categories. Complete question#8 if any client in your program does not fall into a Presumed Benefit category. DO NOT COMPLETE BOTH QUESTION 7AND 8. 7. IPRESUMED.BENEFICIARY.DATA:• l' 8. IOTHER'BENEFICIARY DATA:INCOME RANGE I >' Indicate the total number of JINI)IIPLICATED persons served since October 1 who fall into Indicate the total number of UNDIPLICATED persons each presumed benefit category (the total served since October 1 who fall into each income should equal the total in question#6): category(the total should equal the total in question#6): Report as: Report as: D Abused Children r 0 ''Extremely low Income(0-30%) 0 Homeless Person 4,ERN Low Income(31-50%) q` ,:Battered Spouses 0 7`Moderate Income(51-80%) 0.A gPersons w/HIV/AIDS Q °Above Moderate Income(>80%) Elderly Persons O.; Veterans O" Chronically/Mentally ill O,;<._,l Physically Disabled Adults ,,I51,iti1;a'.Other-Youth TOTAL: 0 TOTAL: 0 i 9. 'Racial&Ethnic Data: I(ifapplicable) `I Please indicate how many UNDUPLICATED clients served since October fall into each race category. In addition to each race category, please indicate how many persons in each race category consider themselves Hispanic • (Total Race column should equal the total cell). RACE ETHNICITY • White of whom,how many are Hispanic? Black/African American = 0 0 !',;of whom,how many are Hispanic? Asian 0 D of whom,how many are Hispanic? American Indian/Alaska Native 0 0 of whom,how many are Hispanic'? Native Hawaiian/Other Pacific Islander D 0-;;of whom,how many are Hispanic? American Indian/Alaskan Native&White 0 0 • of whom,how many are Hispanic'? Black/African American&White f O 0 of whom,how many are Hispanic? Am. Indian/Alaska Native&Black/African Am 0 0 s' ;of whom,how many are Hispanic? Other Multi-racial 0 0 of whom,how many are Hispanic? Other D 0 .',;of whom,how many are Hispanic? TOTAL: 0 0 TOTAL HISPANIC Name: Signature: Your typed name here represents your electronic Title: signature Big Cypress Housing Corporation(HM13-03) Multi-Family Project consisting of a Minimum of Ten(10)Single Family Rental Housing Construction Amendment#1 Page 8 of 8 Packet Page -1199-