Backup Documents 05/14/2013 Item #16D11ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIPS D
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO -L
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Office. The completed routing slip and original
documents are to be forwarded to the Board Office only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #I through #4 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 #4, complete the checklist. and forward to Ian Mitchell (line #5).
Route to Addressee(s)
(List in routing order)
Office
Initials
Date
1. Jennifer White, Asst County
Attorney
County Attorney's Office
Z�aLJ
I 11
2. Executive Manager
Board of County Commissioners
C
3. Minutes and Records
Clerk of Court's Office
Number of Original
Attached
Agreemen�BLE Academy, GoQ�v111
Documents Attached
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PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending BCC approval. 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, including Ian Mitchell, need to contact staff for additional or missing
information. All original documents needing the BCC Chairman's signature are to be delivered to the BCC office only after the BCC has acted to approve the
item.)
Name of Primary Staff
Contact
Elly Soto McKuen , p
Operations Analyst w°
Phone Number
252 -2664
Agenda Date Item was
May 14, 2013
Agenda Item Number
16DI I
Approved by the BCC
Original document has been signed/initialed for legal sufficiency. (All documents to be
esm
Type of Document
FYI 2-13 CDBG Supplemental recipient
Number of Original
Attached
Agreemen�BLE Academy, GoQ�v111
Documents Attached
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Industries, Habitat for anity,"Naples
Equestrian Challenge, The Shelter -for ✓-
Abused Woman and Children, Immokalee
2.
Housing and Family Services (2 dttkv —t•,
ro'.� z �,- ►t� �S
N/A
MOTf- to -AL OF }�rk4 ►20.1.
INSTRUCTIONS & CHECKLIST
1: Forms/ County Forms/ BCC Forms/ Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
Initial the Yes column or mark "N /A" in the Not Applicable column, whichever is
Yes
N/A (Not
aimrooriat e.
(Initial)
Applicable)
1.
Original document has been signed/initialed for legal sufficiency. (All documents to be
esm
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and possibly State Officials.)
2.
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
3.
The Chairman's signature line date has been entered as the date of BCC approval of the
esm
document or the final negotiated contract date whichever is applicable.
4.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
esm
signature and initials are required.
5.
In most cases (some contracts are an exception), the original document and this routing slip
esm
should be provided to Ian Mitchell in the BCC office within 24 hours of BCC approval.
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!
6.
The document was approved by the BCC on 5/14/13 and all changes made during the
meeting have been incorporated in the attached document. The County Attorney's
'
if-
Office has reviewed the changes, if applicable.
1: Forms/ County Forms/ BCC Forms/ Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
16D11
MEMORANDUM
Date: May 20, 2013
To: Elly Soto McKuen, Operations Analyst
Housing, Human & Veteran Services Department
From: Ann Jennejohn, Deputy Clerk
Minutes and Records Department
Re: CDBG Subrecipient Agreements with ABLE Academy,
Goodwill Industries of SWFL, Naples Equestrian Challenge,
The Shelter for Abused Women and Children;
Two (2) Subrecipient Agreements with Immokalee Housing
and Family Services for upgrades at the Carl J. Kuehner
Community Center and at Sanders Pines
Attached is an original copy of each agreement referenced above (Item #16D1 I)
approved by the Board of County Commissioners on Tuesday, May 14, 2013.
The second original copy of each agreement will be held on file in the Minutes
and Records Department for the Board's Official Record.
If you have any questions, please contact me at 252 -8406.
Thank you.
Attachments (6)
[ro"I
Grant # - B- 04 -UC -12 -0016
Grant # - B- 09 -UC -12 -0016
CFDA/CSFA# - 14.218
Subreci Tent — ABLE Academy
DUNS # - 029483800
FETI # - 20- 3571795
FY End 12/31
AGREEMENT BETWEEN COLLIER COUNTY
AND
ABLE ACADEMY, INC.
THIS AGREEMENT is made and entered into this 14th day of May, 2013, 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 "ABLE Academy, Inc. ", a private not - for - profit corporation
existing under the laws of the State of Florida, having its principal office at 5860 Golden Gate Parkway,
Naples, Fl, 34116.
WHEREAS, the COUNTY is an entitlement County of the United States Department of Housing and
Urban Development (HUD) grant program Community Development Block Grant Program funds and the
COUNTY expects to continue to receive entitlement funds from these grant programs to operate the
COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and moderate income persons and neighborhoods and to alternatively use Community
Development Block Grant (CDBG) funds for: slum or blight treatment or for an urgent community need; to
improve the quality of life in Collier County by providing infrastructure improvements, public facilities, and
other activities which are related to neighborhood /community improvements; to improve the condition of life
for persons who require physical access or other services that meet their individual needs; and to provide for
long range community improvements by assessing current conditions and planning long range improvement
programs as described in the Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residents; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residents; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier County
Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning
the preparation of various Annual Action Plans, the County advertised a substantial amendment on March 14,
2013 with a 30 -day citizen comment period from March 14, 2013 through April 15, 2013; and
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WHEREAS, on April 23, 2013 the COUNTY approved substantial amendments to various year's
Annual Action Plans providing CDBG funds in the amount of $515,000 to ABLE Academy — Land
Acquisition and acquisition of its current leased facility located at 5860 Golden Gate Parkway, Naples, FL
34116; and
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is agreed by the
Parties as follows:
I. SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing CDBG funds, as determined by Collier County Housing, Human and
Veteran Services (HHVS), perform the tasks necessary to conduct the program as follows:
FY2004 -2005 and FY2009 -2010 Amended Action Plans identified and approved the project to ABLE
Academy for the following:
Project Component One: Land Acquisition and purchase of existing building.
Items identified for funding are outlined in the budget in Section III.
All activities funded with CDBG funds must meet one of the CDBG program's National Objectives:
benefit low- and moderate - income persons; aid in the prevention or elimination of slums or blight; or meet
community development needs having a particular urgency, as defined in 24 CFR 570.208
II. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14th day of May, 2013 and end on the 31th day of
October, 2013. 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 CDBG funds or other
CDBG assets, including program income.
III. AGREEMENT AMOUNT
The COUNTY agrees to make available FIVE HUNDERED AND FIFTEEN THOUSAND
DOLLARS ($515,000) for the use by the SUBRECIPIENT during the Term of the Agreement (hereinafter, the
aforestated amount including, without limitation, any additional amounts included thereto as a result of a
subsequent amendment(s) to the Agreement, shall be referred to as the "Funds ").
The budget identified for the Property Acquisition Project shall be as follows:
Line Item Description
CDBG Funds
Land Acquisition and purchase of existing ABLE Academy
building located at 5860 Golden Gate Parkway
$ 515,000.00
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Modifications to the "Budget and Scope" may only be made if a pp roved in advance. B e5d QnJsh1s
between cost categories and activities shall not be more than 10% and does not signify a change in scope. Fund
shifts that exceed 10% of a cost category and activity shall only be made with board approval.
All services specified in Section I. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COUNTY and
Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest,
responsive and qualified bidder. Contract administration shall be handled by the SUBRECIPIENT and
monitored by HHVS, which shall have access to all records and documents related to the project.
The County shall reimburse 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. 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
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 table details the project deliverables and payment schedule:
Deliverable
Payment Schedule
Building and Land Acquisition; ABLE
Upon invoicing using Exhibit B will
Academy located at 5860 Golden Gate
reimburse allowable expenses with
Parkway
documentation including but not limited to
HUD Settlement Statement(s), appraisal(s),
closing documents, and deed, with supporting
documentation.
76 -80 children will benefit from this
N/A
funding and will be low- and moderate -
income (LMI) persons; 51 % of the persons
served must fall at or below 80% of Medium
Family Income
Quarterly Submission of Exhibit D
N/A
Income qualification Activities
Inventory
N/A
Submission annually on 9/30 (Insurance
Certificate /Property Appraiser Documents)
IV. NOTICES
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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: Rosa Munoz, Grant Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
mailto:RosaMunoz@Collier og v net
239 - 252 -5713
SUBRECIPIENT ATTENTION: Dr. Colleen Cornwall, Executive Director
ABLE Academy
5860 Golden Gate Parkway
Naples, FL 34116
mailto:colleengtheableacademy.org
239 - 352 -7600
V. ADDITIONAL CONDITIONS AND COMPENSATION
The parties acknowledge that the Funds originate from CDBG grant funds from HUD and must be
implemented in full compliance with all of HUD's rules and regulations and any agreement between COUNTY
and HUD governing CDBG funds pertaining to this Agreement. In the event of curtailment or non - production
of said federal funds, the financial sources necessary to continue to pay the SUBRECIPIENT all or any portions
of the funds will not be available. In that event, the COUNTY may terminate this Agreement, which termination
shall be effective as of the date that it is determined by the County Manager or designee, in his -her sole
discretion and judgment, that the Funds are no longer available. In the event of such termination, the
SUBRECIPIENT agrees that it will not look to, nor seek to hold the COUNTY, nor any individual member of
the County Commissioners and /or County Administration, personally liable for the performance of this
Agreement, and the COUNTY shall be released from any further liability to SUBRECIPIENT under the terms
of this Agreement.
VI. GENERAL CONDITIONS
A. SUBCONTRACTS
No part of this Agreement may be assigned or subcontracted without the written consent of the
COUNTY, which consent, if given at all, shall be at the COUNTY's sole discretion and judgment.
B. GENERAL COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning Community
Development Block Grants (CDBG)) including subpart K of these regulations, except that (1) the
SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24 CFR 570.604
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and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating the review process
under the provisions of 24 CFR Part 52. The SUBRECIPIENT also agrees to comply with all other applicable
Federal, state and local laws, regulations, and policies governing the funds provided under this contract. The
SUBRECIPIENT further agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available.
C. INDEPENDENT CONTRACTOR
Nothing contained in this Agreement is intended to, or shall be construed in any manner, as creating or
establishing the relationship of employer /employee between the parties. The SUBRECIPIENT shall at all times
remain an "independent contractor" with respect to the services to be performed under this Agreement. The
Grantee shall be exempt from payment of all Unemployment Compensation, FICA, retirement, life and /or
medical insurance and Workers' Compensation Insurance, as the SUBRECIPIENT is an independent
contractor.
D. AMENDMENTS
The COUNTY or SUBRECIPIENT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or SUBRECIPIENT from its
obligations under this Agreement. No amendments to this agreement will be granted ninety (90) days prior to
end date of this agreement.
The COUNTY may, in its discretion, amend this Agreement to conform with Federal, state or local
governmental guidelines, policies and available funding amounts, or for other reasons. If such amendments
result in a change in the funding, the scope of services, or schedule of the activities to be undertaken as part of
this Agreement, such modifications will be incorporated only by written amendment signed by both Grantee
and SUBRECIPIENT.
Expiration of Agreement: If the SUBRECIPIENT does not complete the project within the time period,
the COUNTY Manager or designee may grant a cumulative time extension of no more than 180 days and
modify any subsequent project work plans to reflect the extension. The request must be submitted no later than
ninety (90) days prior to end date of the Agreement.
E. INDEMNIFICATION
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and hold
harmless Collier County, its officers, agents and employees from any and all claims, liabilities, damages, losses,
costs, and causes of action which may arise out of an act, omission, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the SUBRECIPIENT or any of its agents, officers, servants, employees, contractors,
patrons, guests, clients, licensees, invitees, or any persons acting under the direction, control, or supervision of
the SUBRECIPIENT in the performance of this Agreement. This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The SUBRECIPIENT shall pay all claims and losses of
any nature whatsoever in connection therewith and shall defend all suits in the name of the COUNTY and shall
pay all costs (including attorney's fees) and judgments which may issue thereon. This Indemnification shall
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survive the termination and /or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of Collier County. The foregoing indemnification shall not constitute a waiver
of sovereign immunity beyond the limits set forth in Section 768.28, Florida Statutes.
F. GRANTEE RECOGNITION /SPONSORSHIPS
The SUBRECIPIENT agrees that all notices, informational pamphlets, press releases, advertisements,
descriptions of the sponsorships of the Program, research reports and similar public notices prepared and
released by the SUBRECIPIENT for, on behalf of, and /or about the Program shall include the statement:
"FINANCED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
(HUD) AND COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
DEPARTMENT"
and shall appear in the same size letters or type as the name of the SUBRECIPIENT. This design concept is
intended to disseminate key information regarding the development team as well as Equal Housing Opportunity
to the general public. Construction signs shall comply with applicable COUNTY codes.
G. TERMINATION
In accordance with 24 CFR 85.43, the Grantee may suspend or terminate this Agreement if the
SUBRECIPIENT materially fails to comply with any terms of this Agreement, which include (but are not
limited to), the following:
1. Failure to comply with any of the rules, regulations or provisions referred to herein, or such
statutes, regulations, executive orders, and HUD guidelines, policies or directives as may
become applicable at any time;
2. Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper manner its
obligations under this Agreement;
3. Ineffective or improper use of funds provided under this Agreement; or
4. Submission by the SUBRECIPIENT to the Grantee reports that are incorrect or incomplete in
any material respect.
In accordance with 24 CFR 85.44, this Agreement may also be terminated for convenience by either the
Grantee or the SUBRECIPIENT, in whole or in part, by setting forth the reasons for such termination, the
effective date, and, in the case of partial termination, the portion to be terminated. However, if in the case of a
partial termination, the Grantee determines that the remaining portion of the award will not accomplish the
purpose for which the award was made, the Grantee may terminate the award in its entirety.
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VII. REVERSION OF ASSETS
16D11
In the event of a termination of this Agreement or upon expiration of the Agreement and in addition to
any and all other remedies available to the COUNTY (whether under this Agreement or at law or in equity) the
SUBRECIPIENT shall immediately transfer to the COUNTY any funds on hand at the time of termination (or
expiration) and any accounts receivable attributable to the use of CDBG funds. The COUNTY's receipt of any
funds on hand at the time of termination shall not waive the COUNTY's right (nor excuse SUBRECEIPIENT's
obligation) to recoup all or any portion of the funds, as the COUNTY may deem necessary.
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole or in
part with CDBG funds (including CDBG funds provided to the SUBRECIPIENT in the form of a loan) in
excess of $25,000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section 570.901) until
five (5) years after expiration of the term of this Agreement or for such longer period of time as
determined to be appropriate by the COUNTY and as memorialized by the COUNTY and the
SUBRECIPIENT in an amendment to this Agreement or such instrument as the COUNTY at its
discretion determines appropriate; or
b. If not used in accordance with the above subsection (a) the SUBRECIPIENT shall pay to the
COUNTY an amount equal to the current market value of the property less any portion of the value
attributable to expenditures of non -CDBG funds for the acquisition of or improvements to, the
property. No payment is required after the period of time specified in subsection (a).
Title to equipment acquired by SUBRECIPIENT shall vest with the SUBRECIPIENT, subject to the
conditions outlined in 24 CFR 84.34.
Title to supplies and other expendable property shall vest with the SUBRECIPIENT upon acquisition
subject to the conditions outlined in 24 CFR 84.35.
VIII. INSURANCE
SUBRECIPIENT shall not commence any work and /or services pursuant to this Agreement until all
insurance required under this Section and outlined in Exhibit "A" has been obtained, and carried, at all times
during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
The SUBRECIPIENT shall maintain sufficient records in accordance with 24 CFR 570.502 and 570.506
to determine compliance with the requirements of this Agreement, the CDBG Program and all other applicable
laws and regulations. This documentation shall include, but not be limited to, the following:
B. DOCUMENTATION AND RECORDKEEPING
1. All records required by CDBG.
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2. All reports, plans, surveys, information, documents, maps, books, records and other data
procedures developed, prepared, assembled, or completed by the SUBRECIPIENT for the
purpose of this Agreement shall be made available to the COUNTY by the SUBRECIPIENT at
any time upon request by the COUNTY or HHVS. Materials identified in the previous sentence
shall be in accordance with generally accepted accounting principles, procedures and practices,
which sufficiently and properly reflect all revenues and expenditures of funds provided directly
or indirectly by this Agreement, including matching funds and Program Income. These records
shall be maintained to the extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses of
whatever nature for which reimbursement is claimed under the provisions of this Agreement.
3. Upon completion of all work contemplated under this Agreement copies of all documents and
records relating to this Agreement shall be surrendered to HHVS if requested. In any event the
SUBRECIPIENT shall keep all documents and records in an orderly fashion in a readily
accessible, permanent and secured location for four (4) years after expiration of this Agreement
with the following exception: if any litigation, claim or audit is started before the expiration date
of the four (4) year period, the records will be maintained until all litigation, claim or audit
findings involving these records are resolved. The COUNTY shall be informed in writing if an
agency ceases to exist after closeout of this Agreement of the address where the records are to be
kept as outlined in 24 CFR 85.42.
4. The SUBRECIPIENT shall maintain records showing compliance with the Davis -Bacon Law,
including files containing contractor payrolls, employee interviews, Davis -Bacon wage rates, and
administrative cross - referencing. SUBRECIPIENT shall maintain records showing contractor
compliance with the Contract Work Hours and Work Safety Law. Similarly, the
SUBRECIPIENT shall maintain records showing compliance with federal purchasing
requirements and with other federal requirements for grant implementation.
5. The SUBRECIPIENT will be responsible for the creation and maintenance of income eligible
files on clients served and documentation that all households are eligible under HUD Income
Guidelines. The SUBRECIPIENT agrees that HHVS shall be the final arbiter on the
SUBRECIPIENT's compliance.
6. The SUBRECIPIENT shall document how the National Objective(s) as defined in 24 CFR
570.208 and the eligibility requirement(s) under which funding has been received, have been
met. These also include special requirements such as necessary and appropriate determinations
as defined in 24 CFR 570.209, income certification, and written Agreements with beneficiaries,
where applicable.
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 quarterly progress reports to the COUNTY on the 15th
day of January, April, July and October respectively for the prior quarter period end. As part of the report
submitted in October, the SUBRECIPIENT also agrees to include, a comprehensive final report covering the
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agreed-upon Program objectives, activities and expenditures and including, but not limited to, 11kniaelti
on client feedback with respect to the goals and objectives set forth in Exhibit "D ". Exhibit "D" contains an
example reporting form to be used in fulfillment of this requirement. 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 or HUD to enable HHVS to evaluate said progress and to allow for completion of
reports required. The SUBRECIPIENT shall allow HHVS or HUD to monitor the SUBRECIPIENT on site.
Such site visits may be scheduled or unscheduled as determined by HHVS or HUD.
D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND HUD
REQUIREMENTS
The SUBRECIPIENT agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available for specified activities.
E. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase order or
by a written contract and in conformity with the thresholds of Collier County Purchasing Policy.
Purchasing Threshold Policy
Dollar Range $
Quotes
Under$3K
1 Written Quote
Above $3K to $1 OK
3 Written Quotes
Above $10K to $50K
3 Written Quotes
Above $50K
Request for Proposal (RFP)
Invitation for Bid (IFB)
F. AUDITS AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and /or its representatives) may
deem necessary, the SUBRECIPIENT shall make available all records, documentation and any other data
relating to all matters covered by the Agreement for review, inspection or audit.
G. PROGRAM - GENERATED INCOME
Any "Program Income" (as such term is defined under applicable Federal regulations) gained from any
activity of the SUBRECIPIENT funded by CDBG funds shall be reported to the COUNTY, utilized by the
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SUBRECIPIENT and shall be in compliance with 24 CFR 570.504(c) in the operation of the Program.
H. GRANT CLOSEOUT PROCEDURES
SUBRECIPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final payments,
disposing of program assets (including the return of all unused materials, equipment, program income balances,
and receivable accounts to the COUNTY), and determining the custodianship of records. In addition to the
records retention outlined in Section IX.B.3, the SUBREICPIENT shall comply with Section 119.021 Florida
Statutes regarding records maintenance, preservation and retention.
X. OTHER PROGRAM REQUIREMENTS
A. OPPORTUNITIES FOR RESIDENTS AND CIVIL RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall be excluded from the benefits of, or be subjected to,
discrimination under any activity carried out by the performance of this Agreement on the basis of race, color,
disability, national origin, religion, age, familial status, or sex. Upon receipt of evidence of such discrimination,
the COUNTY shall have the right to terminate this Agreement.
To the greatest extent feasible, lower- income residents of the project areas shall be given opportunities
for training and employment; and to the greatest feasible extent eligible business concerns located in or owned
in substantial part by persons residing in the project areas shall be awarded contracts in connection with the
project. The SUBRECIPIENT shall comply with Section 3 of the Housing and Community Development Act of
1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY /WOMEN -OWNED BUSINESS
ENTERPRISES
The SUBRECIPIENT will use its best efforts to afford small businesses, minority business enterprises,
and women's business enterprises the maximum practicable opportunity to participate in the performance of this
contract. As used in this contract, the terms "small business" means a business that meets the criteria set forth in
section 3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "minority and women's business
enterprise" means a business at least fifty -one (5 1) percent owned and controlled by minority group members or
women. For the purpose of this definition, "minority group members" are Afro - Americans, Spanish- speaking,
Spanish surnamed or Spanish- heritage Americans, Asian- Americans, and American Indians. The
SUBRECIPIENT may rely on written representations by businesses regarding their status as minority and
female business enterprises in lieu of an independent investigation.
C. PROGRAM BENEFICIARIES
At least fifty -one percent (51 %) of the beneficiaries of a project funded through this Agreement must be
low- and moderate- income persons. If the project is located in an entitlement city, as defined by HUD, or
serves beneficiaries countywide, more than thirty percent (30 %) of the beneficiaries directly assisted under this
Agreement must reside in unincorporated Collier County or in municipalities participating in the County's
Urban County Qualification Program. The project shall assist beneficiaries as defined above for the time period
designated in Exhibit "D" of this Agreement.
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition Page 10 of 26
D. AFFIRMATIVE ACTION PLAN 16011
The SUBRECIPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
Executive Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action guidelines to
the SUBRECIPIENT to assist in the formulation of such program. The SUBRECIPIENT shall submit a plan for
an Affirmative Action Program for approval prior to the award of funds.
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.
XI. CONDITIONS FOR RELIGIOUS ORGANIZATIONS
CDBG funds may be used by religious organizations or on property owned by religious organizations
only in accordance with requirements set in Section 24 CFR 570.2000). The SUBRECIPIENT shall comply
with First Amendment Church/State principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of religion
and will not limit employment or give preference in employment to persons on the basis of religion
b. It will not discriminate against any person applying for public services on the basis of religion and
will not limit such services or give preference to persons on the basis of religion
c. It will retain its independence from Federal, State and local governments and may continue to carry
out its mission, including the definition, practice and expression of its religious beliefs, provided that
it does not use direct CDBG funds to support any inherently religious activities, such as worship,
religious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to the
extent that those structures are used for inherently religious activities. Where a structure is used for
both eligible and inherently religious activities, CDBG funds may not exceed the cost of those
portions of the acquisition, construction or rehabilitation that are attributable to eligible activities in
accordance with the cost accounting requirements applicable to CDBG funds in this part.
Sanctuaries, chapels, or other rooms that a CDBG funded religious congregation uses as its principal
place of worship, however, are ineligible for CDBG funded improvements.
XII. SEVERABILITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a
determination shall not affect the validity or enforceability of any other section or part thereof.
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition Page 11 of 26
(%1
respectively, al aDzel e on
IN WITNESS WHEREOF, the Sub recipient and the County, have each, espect vel y, b y kp
or agent, hereunder set their hands and seals on this 14th day of May, 2013.
ATTEST: BOARD OF COUNTY COMMISSIONERS OF COLLIER
DWIGHT E. BROCK, CLERK COUNTY, FLORIDA
Dated:
(SEAL)
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition
i
GEORGIA A. HILLER, ESQ., CHAIRWOMAN
ABLE Academy, Inc.
i
Dr. Colleen Cornwall
Dr. Colleen Cornwall, Executive Director
Subrecipient Name and Title
Approved as to form and legal sufficiency:
Jennifer B. White
Assistant County Attorney
Page 12 of 26
V) N
doN
bex
J
16011
IN WITNESS WHEREOF, the Sub recipient and the County, have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on this 14th day of May, 2013.
ATTEST: BOARD OF C(
DWIGHT E. BPOCK, CLERK COUNTY, FLC
By:
A GEORGIA
sgna�u��o�►ly.
Dated:
(EAL)
ABLE Academy, Inc.
ONERS OF COLLIER
ESQ., CHAIRWOMAN
By: 4"Y� o Q-�
Dr. Colleen Cornwall
Dr. Colleen Cornwall, Executive Director
Subrecipient Name and Title
Approved as to form and legal sufficiency:
Jennifer 1§7White
Assistant County Attorney ) 02
be
ABLE Academy
(CDS13 -01)
Building & Land Acquisition Page 12 of 26
16011
EXHIBIT "A"
INSURANCE REQUIREMENTS
The SUBRECIPIENT shall furnish to Collier County, c/o Housing, Human and Veteran Services
Department, 3339 E. Tamiami Trail, Bldg H Suite 211, Naples, Florida 34112, Certificate(s) of Insurance
evidencing insurance coverage that meets the requirements as outlined below:
1. Workers' Compensation as required by Chapter 440, Florida Statutes.
2. Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
3. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County shall be named as an additional
insured.
DESIGN STAGE (IF APPLICABLE)
In addition to the insurance required in 1 — 3 above, a Certificate of Insurance must be provided as
follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed design
professional employed by the SUBRECIPIENT in an amount not less than $1,000,000 per
occurrence /$1,000,000 aggregate providing for all sums which the SUBRECIPIENT and /or the
design professional shall become legally obligated to pay as damages for claims arising out of
the services performed by the SUBRECIPIENT or any person employed by the
SUBRECIPIENT in connection with this contract. This insurance shall be maintained for a
period of two (2) years after the certificate of Occupancy is issued. Collier County shall be
named as an additional insured.
CONSTRUCTION PHASE (IF APPLICABLE)
In addition to the insurance required in 1 — 4 above, the SUBRECIPEINT shall provide or cause its
Subcontractors to provide original certificates indicating the following types of insurance coverage prior to any
construction:
5. Completed Value Builder's Risk Insurance on an "All Risk" basis in an amount not less than one
hundred (100 %) percent of the insurable value of the building(s) or structure(s). The policy shall
be in the name of Collier County and the SUBRECIPIENT.
6. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C.
4001), the Subrecipient shall assure that for activities located in an area identified by the Federal
Emergency Management Agency (FEMA) as having special flood hazards, flood insurance
under the National Flood Insurance Program is obtained and maintained as a condition of
financial assistance for acquisition or construction purposes (including rehabilitation).
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition Page 13 of 26
'%i
16D11
OPERATION /MANAGEMENT PHASE (IF APPLICABLE)
After the Construction Phase is completed and occupancy begins, the following insurance must be kept
in force throughout the duration of the loan and /or contract:
7. Workers' Compensation as required by Chapter 440, Florida Statutes.
8. Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less that $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County as an additional insured.
10. Property Insurance coverage on an "All Risk" basis in an amount not less than one hundred
(100 %) of the replacement cost of the property. Collier County must be shown as a Loss payee
with respect to this coverage A.T.LM.A.
11. Flood Insurance coverage for those properties found to be within a flood hazard zone for the full
replacement values of the structure(s) or the maximum amount of coverage available through the
National Flood Insurance Program (NFIP). The policy must show Collier County as a Loss
Payee A.T.I.M.A.
ABLE Academy
(CDS13 -01)
Building & Land Acquisition Page 14 of 26
EXHIBIT "B"
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION I: REQUEST FOR PAYMENT
Sub recipient Name: ABLE Academy
Sub recipient Address: 5860 Golden Gate Parkway, Naples, FL 34116
Project Name: Building and Land Acquisition
Project No: CDS13 - -01 Payment Request #
Dollar Amount Requested: $
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. Current Grant Balance (Initial Grant Amount Awarded
Less Sum of all requests)
16D11
$515,000
I 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.
Authorizing Grant Coordinator
Supervi
Dept Director
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition
Signature
Title
Page 15 of 26
Date
(approval authority under $14,999)
(approval required $15,000 and above)
l .,
EXHIBIT "C"
RELEASE AND AFFIDAVIT FORM
CONSTRUCTION ONLY
16D11
The SUBRECIPIENT certifies for itself and its contractors that all charges for labor, materials, supplies,
lands, licenses and other expenses for which COUNTY might be sued or for which a lien or a demand against
any payment bond might be filed, have been satisfied and paid. This document is in compliance with Florida
Statutes Chapter 713.02 Part 1 — Waiver or Release of Liens.
This Release and Affidavit is given in connection with the SUBRECIPIENT's (monthly /final) Request
for Payment.
Witness:
:
Print name and title
STATE OF
COUNTY OF
ABLE Academy, Inc.
I:•
ITS: Executive Director
DATE:
The foregoing instrument was acknowledged before me this day of , 20_, by
as of
A Choose Not - For - Profit, or Corporation or Municipality on behalf of
Choose Not - For - Profit, Corporation or Municipality . He /She is personally known to me OR has
produced as identification and who did (did not) take an oath.
My Commission Expires:
Name:
(AFFIX OFFICIAL SEAL)
ABLE Academy
(CDS13 -01)
Building & Land Acquisition
(Signature)
(Legibly Printed)
Notary Public, State of:
Commission No.:
Page 16 of 26
C'�
EXHIBIT "D" 16011
QUARTERLY PROGRESS REPORT
Sub - recipients: Please fill in the following shaded areas of the report
Agency Name: P1ABL���,. �.� 4�Et�E� Date:
Project Title:
Alternate �1ilA iI �Wi
Program Contact: u� .� , _ ,�r� _ �,� Contact: _�i�,
Ml
Telephone Number: (� ..M Et
'REPORT FOR QUARTER ENDING: (check one that applies to theu��
corresponding grant period): "'' IM
01/31/13 04/30/13 07/31/13 F? 10/31/13 h.
Please take note: Each quarterly report needs to include cumulative data beginning from the start of the agreement date of April 23, 2013.
1
Please list the outcome
goal(s), from your approved application & sub - recipient agreement and indicate your progress in meeting,
those goals since November 13, 2012,
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition Page 17 of 26
i
2.
3.
16D11
Is this project still In compliance with the original project schedule? if more than 2 months behind schedule, must submit a new
timeline for approval.
Yes
No
Since October 1, 2012, of the persons assisted, how many....
Pki
e.
a. ...now have new access (continuing) to this service or benefit? 0,
b. ... now has improved access to this service or benefit? 1 0
t
C. ... now receive a service or benefit that is no longer substandard?
TOTAL: 0
4. What funding sources area plied for this period / program ear?
r h d -. . .. ii i6i i0 iNE iryiiWlr
K,,.,.
Section 108 Loan Guarantee qp, ,�, ,i "' "' "P',''W� 6 HOPWA
u �L�i
Other Consolidated Plan Funds CDBG
Other Federal Funds ESG
State /Local Funds _ HOME
Total
$ Entitlement $
Total Other Funds - Funds
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition
Page 18 of 26
i
6. What Is the total number of UNC
a. Total No. of adult females served:
b. Total No. of adult males served:
TOTAL:
C. Total No. of families served:
6. What is the total number of LINE
EXHIBIT "D"
UARTERLY PROGRESS
I$]
Total No. of females served under 18:
Total No. of males served under 18:
Total No. of female head of household:
TOTAL: 0
16D11
a. Total number of adult females served 11I' 0 • Total number of females served under 18: 0'
b. Total number of adult males served: # Total number of males served under 18: � k
TOTAL: 0 TOTAL: 0
C. Total No. of families served: Total No. of female head of household: 4 I,dN
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 7 AND 8.
7. PRESUMEt1 E3Ef ericiAm, DATA. S. OTHER BENEFICIARY DATA: INCCIMi~ RANGE
Indicate the total number of UNDUPLICATED
persons served since October 1 who fall into Indicate the total number of UNDUPLICATED 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:
Abused Children 0, Extremely low Income (0 -30 %)
AI Homeless Person #) Low Income (31 -50 %)
Battered Spouses ;Moderate Income (51 -80 %)
�;I 9
Persons w/ HIV /AIDS ii 'Above Moderate Income ( >80 %)
ii Elderly Persons
l
�N3 Veterans
Chronically/ Mentally ill
Physically Disabled Adults
V1,14 0 oti11'141 Other -Youth
TOTAL: 0 TOTAL: 0
9. Racial Ethnic' Data: (If a licabie
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
Black/African American
Asian
American Indian /Alaska Native
Native Hawaiian /Other Pacific Islander
American Indian /Alaskan Native & White
Black/African American & White
Am. Indian /Alaska Native & Black/African Am.
Other Multi- racial
Name:
Title:
ABLE Academy
(CDS13 -01)
Building & Land Acquisition
Other 0 "
TOTAL: 0
Page 19 of 26
of whom, how many are Hispanic?
W 20 ; of whom, how many are Hispanic?
EZ
of whom, how many are Hispanic?
of whom, how many are Hispanic?
i of whom, how many are Hispanic?
ii
of whom, how many are Hispanic?
g of whom, how many are Hispanic?
su:
of whom, how many are Hispanic?
N _,- ;of whom, how many are Hispanic?
MmKa
Q ; of whom, how many are Hispanic?
0 TOTAL HISPANIC
Signature:
Your typed name here represents your a ec ronic
signature
EXHIBIT "E"
ANNUAL AUDIT MONITORING REPORT
16011
OMB Circular A -133 Audits of States, Local Governments, and Non - Profit Organizations requires the Collier
County Housing, Human and Veterans Services Department to monitor our sub recipients of federal awards
and determine whether they have met the audit requirements of the circular and whether they are in
compliance with federal laws and regulations. Accordingly, we are requiring that you check one of the
following, provide all appropriate documentation regarding your organization's compliance with the audit
requirements, sign and date this form.
Sub recipient
ABLE Academy, Inc:
Fiscal Year
Name
Period
Total State Financial Assistance Expended during
$
most recently completed Fiscal Year
Total Federal Financial Assistance Expended during most
recently completed Fiscal Year
Check Appropriate Boxes
We have exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending
❑
as indicated above and have completed our Circular A -133 audit. A copy of the audit report
and management letter is attached.
We exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending as
X
indicated above and expect to complete our Circular A -133 audit by . Within
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
We are not subject to the requirements of OMB Circular A -133 because we:
❑ Did not exceed the $500,000 federal /state expenditure threshold for the fiscal year
indicated above
❑ Are a for - profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and if applicable, the independent auditor's
management letter.
tir rinam s were notes, please enclose a copy oT ine responses ana correcuve action pian.)
Certification Statement
hereby certify that the above information is true and accurate.
Signature I Date
Print Name and Title
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition
Page 20 of 26
r
EXHIBIT "F"
16011
LOCAL AND FEDERAL RULES, REGULATIONS AND LAWS
24 CFR 570, as amended - The regulations governing the expenditure of Community Development Block
Grant (CDBG) funds.
2. 24 CFR 58 - The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of 1974 as
amended
4. Title VI of the Civil Rights Act of 1964 as amended, Title VIII of the Civil Rights Act of 1968 as amended
5. 24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which prohibits
discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ( "Equal Employment Opportunity "), as amended by Executive Orders 11375 and
12086 - which establishes hiring goals for minorities and women on projects assisted with federal funds and
as supplemented in Department of Labor regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of 1972, 42
USC § 2000e, et. seq. The SUBRECIPIENT will, in all solicitations or advertisements for employees placed
by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or Affirmative Action
employer.
24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban Development Act
of 1968, as amended. Compliance with the provisions of Section 3 of the HUD Act of 1968, as amended,
and as implemented by the regulations set forth in 24 CFR 135, and all applicable rules and orders issued
hereunder prior to the execution of this contract, shall be a condition of the Federal financial assistance
provided under this contract and binding upon the COUNTY, the SUBRECIPIENT and any of the
SUBRECIPIENT's Sub - recipients and subcontractors. Failure to fulfill these requirements shall subject the
COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's Sub - recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal assistance is
provided. The SUBRECIPIENT certifies and agrees that no contractual or other disability exists that would
prevent compliance with these requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to include the
following language in all subcontracts executed under this Agreement:
"The work to be performed under this Agreement is a project assisted under a program
providing direct Federal financial assistance from HUD and is subject to the
requirements of Section 3 of the Housing and Urban Development Act of 1968, as
amended (12 U.S.C. 1701). Section 3 requires that to the greatest extent feasible
opportunities for training and employment be given to low- and very low - income
residents of the project area, and that contracts for work in connection with the project
ABLE Academy
(CDS13 -01)
Building & Land Acquisition Page 21 of 26
r
be awarded to business concerns that Pp rovide economic opportunities for low- andle6 D 11
p
t9
low - income persons residing in the metropolitan area in which the project is located."
The SUBRECIPIENT further agrees to ensure that opportunities for training and employment arising in
connection with a housing rehabilitation (including reduction and abatement of lead -based paint
hazards), housing construction, or other public construction project are given to low- and very low -
income persons residing within the metropolitan area in which the CDBG - funded project is located;
where feasible, priority should be given to low- and very low- income persons within the service area of
the project or the neighborhood in which the project is located, and to low- and very low- income
participants in other HUD programs; and award contracts for work undertaken in connection with a
housing rehabilitation (including reduction and abatement of lead -based paint hazards), housing
construction, or other public construction project to business concerns that provide economic
opportunities for low- and very low- income persons residing within the metropolitan area in which the
CDBG- funded project is located; where feasible, priority should be given to business concerns that
provide economic opportunities to low- and very low- income residents within the service area or the
neighborhood in which the project is located, and to low- and very low- income participants in other
HUD programs.
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity exists that would
prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended by
Executive Orders 11375, 11478, 12107 and 12086.
10. Contract Work Hours and Safety Standards Act, 40 USC 327 -332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.
14.29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use of
apprentices and trainees on federally assisted projects as mandated by the Davis -Bacon Act. HUD Form
4010 must be included in all construction contracts funded by CDBG. (See 42 USC 276a and 24 CFR
135.11(c)).
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in federally assisted
projects.
16. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular Letter 79 -45 -
which prescribes goal percentages for participation of minority businesses in Community Development
Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non - discrimination in employment and contracting
opportunities laws, regulations, and executive orders referenced in 24 CFR 570.607, as revised by Executive
Order 13279. The applicable non - discrimination provisions in Section 109 of the HCDA are still applicable.
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition Page 22 of 26
�f.
18. Public Law 100 -430 - the Fair Housing Amendments Act of 1988.
16011
19. 24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non - Profit Organizations and specified by the following subsections:
• Subpart A — General;
• Subpart B — Pre -Award Requirements, except for 84.12, Forms for Applying for Federal Assistance;
• Subpart C — Post -Award Requirements, except for:
• Section 84.22, Payment Requirements- Grantees shall follow the standards of 85.20(b)(7)
and 85.21 in making payments to SUBRECIPIENTs;
• Section 84.23, Cost Sharing and Matching;
• Section 84.24, Program Income — in lieu of 84.24 CDBG SUBRECIPIENTs shall follow
570.504;
• Section 84.25, Revision of Budget and Program Plans;
• Section 84.32, Real Property — In lieu of 84.32, CDBG SUBRECIPIENTs shall follow
570.505;
• Section 84.34(g), Equipment — In lieu of the disposition provisions of 84.34(g) the following
applies:
• In all cases in which equipment is sold, the proceeds shall be program income (pro-
rated to reflect the extent to which CDBG funds were used to acquire the equipment);
and
• Equipment not needed by the SUBRECIPIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
• Section 84.35, Supplies and other Expendable Property
• Section 84.51(b), (c), (d), (e), (f) and (h), Monitoring and Reporting Program Performance;
• Section 84.52, Financial Reporting;
• Section 84.53(b), Retention and Access Requirements for Records. Section 84.53(b) applies
with the following exceptions:
• The retention period referenced in 84.53(b) pertaining to individual CDBG activities
shall be four years; and
• The retention period starts from the date of submission of the annual performance and
evaluation report, as prescribed in 24 CFR 91.520, in which the specific activity is
reported on for the final time rather than from the date of submission of the final
expenditure report for the award;
• Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG SUBRECIPIENTs
shall comply with 570.503(b)(7); and
• Subpart D —After-the-Award Requirements —except for 84.71, Closeout Procedures
20. 24 CFR 85 - Administrative Requirements for Grants and Agreements to State and Local Governments shall
be followed for sub recipients that are governmental entities.
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations relating
thereto. Failure by the SUBRECIPIENT to comply with the laws referenced herein shall constitute a breach
of this agreement, and the County shall have the discretion to unilaterally terminate this agreement
immediately.
ABLE Academy
(CDS 13 -01)
Building & Land Acquisition Page 23 of 26
16011
22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give, either directly
or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, as amended, and
County Administrative Procedure 5311.
23. Order of Precedence - In the event of any conflict between or among the terms of any of the Contract
Documents, the terms of the Agreement shall take precedence over the terms of all other Contract
Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement. To
the extent any conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, if any, or the Agreement, the conflict shall be resolved by imposing the more
strict or costly obligation under the Contract Documents upon the Contractor at Owner's discretion.
24. Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement to
resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes
by negotiation. Any situations when negotiations, litigation and /or mediation shall be attended by
representatives of SUBRECIPIENT with full decision - making authority and by COUNTY'S staff person
who would make the presentation of any settlement reached during negotiations to COUNTY for approval.
Failing resolution, and prior to the commencement of depositions in any litigation between the parties
arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed -upon Circuit Court Mediator certified by the State of Florida. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring mediation under §
44.102, Florida Statutes. The litigation arising out of this Agreement shall be Collier County, Florida, if in
state court and the US District Court, 20th Judicial Court of Florida, if in federal court. BY ENTERING
INTO THIS AGREEMENT, COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE
ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION
RELATED TO, OR ARISING OUT OF, THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 1251, et seq., as amended.
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002 and 24
CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an area identified
by FEMA as having special flood hazards, flood insurance under the National Flood Insurance Program is
obtained and maintained. If appropriate, a letter of map amendment (LOMA) may be obtained from FEMA,
which would satisfy this requirement and /or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with assistance
provided under this contract shall be subject to HUD Lead -Based Paint Poisoning Prevention Act found at
24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth in the National
Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set forth in 36 CFR Part
800, Advisory Council on Historic Preservation Procedures for Protection of Historic Properties, insofar as
they apply to the performance of this agreement.
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In general, this requires concurrence from the State Historic Preservation Officer for all rehabilitation and
demolition of historic properties that are fifty years old or older or that are included on a federal, state or
local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug -free workplaces in accordance with the Drug -
Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECIPIENT certifies that neither it, nor its principals, is presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal Department or agency; and, that the SUBRECIPIENT shall not knowingly enter into any lower tier
contract, or other covered transaction, with a person who is similarly debarred or suspended from
participating in this covered transaction as outlined in 24 CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever is applicable, and
agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal
controls, and maintain necessary source documentation for all costs incurred.
States, local governments, and Indian Tribes follow:
• A -87 for Cost Principles
• A -102 for Administrative Requirements
Educational Institutions (even if part of a State or local government, ) follow:
• A -21 for Cost Principles
• A -110 for Administrative Requirements
Non - Profit Organizations follow:
• A -122 for Cost Principles
• A -110 for Administrative Requirements
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty (180) days
after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall comply with the
requirements and standards of OMB A -133, Audits of States, Local Governments, and Non - Profit
Organizations. If this Agreement is closed out prior to the receipt of an audit report, the COUNTY reserves
the right to recover any disallowed costs identified in an audit after such closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects stated
herein, and approved by the COUNTY in accordance with the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 and 49 CFR 24.101, shall be subject to the provisions of CDBG
including, but not limited to, the provisions on use and disposition of property. Any real property within the
SUBRECIPIENT control, which is acquired or improved in whole or part with CDBG funds in excess of
$25,000, must adhere to the CDBG Regulations at 24 CFR 570.505.
34. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors and
consultants who will perform hereunder, have not been placed on the convicted vendor list maintained by
the State of Florida Department of Management Services within the 36 months immediately preceding the
date hereof. This notice is required by § 287.133 (3) (a), Florida Statutes.
35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with
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the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form -LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award documents
for all sub - awards at all tiers (including subcontracts, sub - grants, contracts under grants, loans, and
cooperative agreements) and that all SUBRECIPIENTS shall certify and disclose accordingly.
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per diem rates in
effect at the time of travel.
37. Any rule or regulation determined to be applicable by HUD.
38. Florida Statutes 713.20, Part 1, Construction Liens
39. Florida Statutes 119.021 Records Retention
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Grant # - B- 09 -UC -12 -0016
CFDA/CSFA# - 14.218
Subrecipient — Goodwill Industries of
Southwest Florida, Inc.
DUNS # - 152823662
FETI # - 59- 6196141
FY End 12/31
Monitoring Deadline 9/30/2018
AGREEMENT BETWEEN COLLIER COUNTY
AND
GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA, INC.
THIS AGREEMENT is made and entered into this 14th day of May, 2013, 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 "Goodwill Industries of
Southwest Florida, Inc. ", a private not - for - profit corporation existing under the laws of the State of
Florida, having its principal office at 4940 Bayline Drive, North Fort Myers, FL 33917.
WHEREAS, the COUNTY is an entitlement County of the United States Department of
Housing and Urban Development (HUD) grant program Community Development Block Grant
Program funds and the COUNTY expects to continue to receive entitlement funds from these grant
programs to operate the COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and moderate income persons and neighborhoods and to alternatively use
Community Development Block Grant (CDBG) funds for: slum or blight treatment or for an urgent
community need; to improve the quality of life in Collier County by providing infrastructure
improvements, public facilities, and other activities which are related to neighborhood /community
improvements; to improve the condition of life for persons who require physical access or other
services that meet their individual needs; and to provide for long range community improvements by
assessing current conditions and planning long range improvement programs as described in the
Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it
intends to allocate funds received from HUD to conduct eligible activities for the benefit of low and
moderate - income residents; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier
County Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan
concerning the preparation of various Annual Action Plans, the County advertised a substantial
amendment on March 14, 2013 with a 30 -day citizen comment period from March 14, 2013 through
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April 15, 2013; and
WHEREAS, on May 14, 2013 the COUNTY
year's Annual Action Plans providing CDBG funds
Industries to provide a — Micro - Enterprise Program; and
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approved substantial amendments to various
in the amount of $32,949.00 to Goodwill
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is agreed by
the Parties as follows:
I. SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner and consistent with any
standards required as a condition of providing CDBG funds, as determined by Collier County Housing,
Human and Veteran Services (HHVS), perform the tasks necessary to conduct the program as follows:
FY2009 -2010 Amended Action Plan identified and approved the project to Goodwill Industries
for the following:
Project Component One: Micro - Enterprise Program that will consist of two (2) 12- session -6-
week business and management training courses.
Project Component Two: Funding costs will include but not limited to the following expenses:
Personnel, Operating, and consultant.
Items identified for funding are outlined in the budget in Section III.
All activities funded with CDBG funds must meet one of the CDBG program's National
Objectives: benefit low- and moderate - income persons; aid in the prevention or elimination of slums or
blight; or meet community development needs having a particular urgency, as defined in 24 CFR
570.208
II. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14th day of May, 2013 and end on the 31th
day of October, 2013. 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 CDBG funds or other CDBG assets, including program income.
III. AGREEMENT AMOUNT
The COUNTY agrees to make available THIRTY TWO THOUSAND NINE HUNDRED
FORTY NINE DOLLARS AND NO CENTS ($32,949.00) for the use by the SUBRECIPIENT
during the Term of the Agreement (hereinafter, the aforestated amount including, without limitation,
any additional amounts included thereto as a result of a subsequent amendment(s) to the Agreement,
shall be referred to as the "Funds ").
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The budget identified for the Micro - Enterprise Project shall be as follows:
Line Item Description
CDBG Funds
Technical Assistance/Personnel Costs
$ 10,000
Program Manager
$ 10,000
520 hours
Operating Expenses
$ 6,574
Program Expenses & Supplies
Student /Coach - Operation Jump Start Manual
$ 3,250
25 Manuals @$1635/2 classes
Student Kits - Includes:
$ 300
Folders, pens, calculators, (each kit include supplies for 20
students) $150 per class, holding 2 classes
Facilitator Manual
$ 210
Operation Jump Start -1 manual @$105 per class /2 classes
Facilitator /Coach Kits - $45X10 (8 coaches & 2 facilitators)
$ 450
Student Tote for class -Totes to carry books & study supplies,
$ 470
$11.75 per student with 20 students per class /2 classes
Shipping & Handling
$ 550
First class will need Shipping first -class 2 -day which is $394,
the second class will be regular delivery
Frames -$6.85 by 40 students
$ 274
Paper -for class and graduation certificates
$ 100
Name Tags -for speakers, students, facilitators, and coaches
$ 200
Supplemental Books -E Myth: Why most small businesses
$ 770
Don't Work & What to Do About it- (50copiesg$15.40 per
copy /40 students)
AdvertisingJMarketipg
$ 5,950
Google Adwords - Search engine Advertising -$20 per day for
$ 1,800
three months
Collier Citizen - (weekly Collier County Newspaper) 8 weeks
$ 1,800
at $200 /week:
Advertise in the Spanish Radio Channel -4 weeks at $55 /week
$ 2,000
Printed Materials- brochures, flyers, bag - stuffers at Goodwill
$ 350
& Goodwill & Job Link Centers, Chamber of Commerce etc
Travel for Personnel & Consultants
$ 825
Mileage 1500 miles $0.55 /mile
Consultants
$ 9,600
Facilitator(s) -1 per class /2 classes $2,000
$ 4,000
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Coaches(s) -4 per class /2 classes $700
$ 5,600
TOTAL
$32,949.00
Modifications to the "Budget and Scope" may only be made if approved in advance. Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change
in scope. Fund shifts that exceed 10% of a cost category and activity shall only be made with board
approval.
All services specified in Section I. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COUNTY
and Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the
lowest, responsive and qualified bidder. Contract administration shall be handled by the
SUBRECIPIENT and monitored by HHVS, which shall have access to all records and documents
related to the project.
The County shall reimburse 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. 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 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 table details the project deliverables and payment schedule:
Deliverable
Payment Schedule
Project Component One: Micro - Enterprise
Submission of monthly invoices and
Program that will consist of two (2) 12-
submission of supporting documents must
session -6 -week business and management
be provided as back up as evidenced by
training courses and;
i.e. sign in sheets, and additional
Project Component Two: Funding costs
documents as needed
will include but not limited to the following
expenses: Personnel, Operating, and
Final 10% ($3,294.90) released upon
consultant.
documentation of 2 classes completed and
a minimum of 40 persons served
This funding will benefit a minimum of 40
N/A
low- moderate income individuals in Collier
County.
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Goodwill Staff will manage the creation and N/A
maintenance of income eligibility files on
clients served
Submission of Quarterly Reports (attached N/A
as Exhibit "D
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: Rosa Munoz, Grant Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
mai Ito: RosaMunoz(f.bCollier og v.net
239 - 252 -5713
SUBRECIPIENT ATTENTION: Fred Richards, VP of Career Development
Services
Goodwill Industries of Southwest Florida, Inc.
4940 Bayline Drive
North Fort Myers, FL 33917
mailto :fredrichardsggoodwillswfl.org
239 - 995 -2106 ext 2204
V. ADDITIONAL CONDITIONS AND COMPENSATION
The parties acknowledge that the Funds originate from CDBG grant funds from HUD and must
be implemented in full compliance with all of HUD's rules and regulations and any agreement
between COUNTY and HUD governing CDBG funds pertaining to this Agreement. In the event of
curtailment or non - production of said federal funds, the financial sources necessary to continue to pay
the SUBRECIPIENT all or any portions of the funds will not be available. In that event, the COUNTY
may terminate this Agreement, which termination shall be effective as of the date that it is determined
by the County Manager or designee, in his -her sole discretion and judgment, that the Funds are no
longer available. In the event of such termination, the SUBRECIPIENT agrees that it will not look to,
nor seek to hold the COUNTY, nor any individual member of the County Commissioners and /or
County Administration, personally liable for the performance of this Agreement, and the COUNTY
shall be released from any further liability to SUBRECIPIENT under the terms of this Agreement.
VI. GENERAL CONDITIONS
A. SUBCONTRACTS
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No part of this Agreement may be assigned or subcontracted without the written consent of the
COUNTY, which consent, if given at all, shall be at the COUNTY's sole discretion and judgment.
B. GENERAL COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of
Federal Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning
Community Development Block Grants (CDBG)) including subpart K of these regulations, except that
(1) the SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24
CFR 570.604 and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating
the review process under the provisions of 24 CFR Part 52. The SUBRECIPIENT also agrees to
comply with all other applicable Federal, state and local laws, regulations, and policies governing the
funds provided under this contract. The SUBRECIPIENT further agrees to utilize funds available
under this Agreement to supplement rather than supplant funds otherwise available.
C. INDEPENDENT CONTRACTOR
Nothing contained in this Agreement is intended to, or shall be construed in any manner, as
creating or establishing the relationship of employer /employee between the parties. The
SUBRECIPIENT shall at all times remain an "independent contractor" with respect to the services to
be performed under this Agreement. The Grantee shall be exempt from payment of all Unemployment
Compensation, FICA, retirement, life and /or medical insurance and Workers' Compensation
Insurance, as the SUBRECIPIENT is an independent contractor.
D. AMENDMENTS
The COUNTY or SUBRECIPIENT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or
SUBRECIPIENT from its obligations under this Agreement. No amendments to this agreement will be
granted ninety (90) days prior to end date of this agreement.
The COUNTY may, in its discretion, amend this Agreement to conform with Federal, state or
local governmental guidelines, policies and available funding amounts, or for other reasons. If such
amendments result in a change in the funding, the scope of services, or schedule of the activities to be
undertaken as part of this Agreement, such modifications will be incorporated only by written
amendment signed by both Grantee and SUBRECIPIENT.
Expiration of Agreement: If the SUBRECIPIENT does not complete the project within the
time period, the COUNTY Manager or designee may grant a cumulative time extension of no more
than 180 days and modify any subsequent project work plans to reflect the extension. The request must
be submitted no later than ninety (90) days prior to end date of the Agreement.
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E. INDEMNIFICATION
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and
hold harmless Collier County, its officers, agents and employees from any and all claims, liabilities,
damages, losses, costs, and causes of action which may arise out of an act, omission, including, but not
limited to, reasonable attorneys' fees and paralegals' fees, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the SUBRECIPIENT or any of its agents, officers,
servants, employees, contractors, patrons, guests, clients, licensees, invitees, or any persons acting
under the direction, control, or supervision of the SUBRECIPIENT in the performance of this
Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any
other rights or remedies which otherwise may be available to an indemnified party or person described
in this paragraph. The SUBRECIPIENT shall pay all claims and losses of any nature whatsoever in
connection therewith and shall defend all suits in the name of the COUNTY and shall pay all costs
(including attorney's fees) and judgments which may issue thereon. This Indemnification shall survive
the termination and /or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of Collier County. The foregoing indemnification shall not constitute
a waiver of sovereign immunity beyond the limits set forth in Section 768.28, Florida Statutes.
F. GRANTEE RECOGNITION /SPONSORSHIPS
The SUBRECIPIENT agrees that all notices, informational pamphlets, press releases,
advertisements, descriptions of the sponsorships of the Program, research reports and similar public
notices prepared and released by the SUBRECIPIENT for, on behalf of, and/or about the Program
shall include the statement:
"FINANCED BY U.S. DEPARTMENT OF HOUSING AND URBAN
DEVELOPMENT (HUD) AND COLLIER COUNTY HOUSING, HUMAN AND
VETERAN SERVICES DEPARTMENT"
and shall appear in the same size letters or type as the name of the SUBRECIPIENT. This design
concept is intended to disseminate key information regarding the development team as well as Equal
Housing Opportunity to the general public. Construction signs shall comply with applicable COUNTY
codes.
G. TERMINATION
In accordance with 24 CFR 85.43, the Grantee may suspend or terminate this Agreement if the
SUBRECIPIENT materially fails to comply with any terms of this Agreement, which include (but are
not limited to), the following:
1. Failure to comply with any of the rules, regulations or provisions referred to herein,
or such statutes, regulations, executive orders, and HUD guidelines, policies or
directives as may become applicable at any time;
2. Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper
manner its obligations under this Agreement;
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3. Ineffective or improper use of funds provided under this Agreement; or
4. Submission by the SUBRECIPIENT to the Grantee reports that are incorrect or
incomplete in any material respect.
In accordance with 24 CFR 85.44, this Agreement may also be terminated for convenience by either
the Grantee or the SUBRECIPIENT, in whole or in part, by setting forth the reasons for such
termination, the effective date, and, in the case of partial termination, the portion to be terminated.
However, if in the case of a partial termination, the Grantee determines that the remaining portion of
the award will not accomplish the purpose for which the award was made, the Grantee may terminate
the award in its entirety.
VII. REVERSION OF ASSETS
In the event of a termination of this Agreement or upon expiration of the Agreement and in
addition to any and all other remedies available to the COUNTY (whether under this Agreement or at
law or in equity) the SUBRECIPIENT shall immediately transfer to the COUNTY any funds on hand
at the time of termination (or expiration) and any accounts receivable attributable to the use of CDBG
funds. The COUNTY's receipt of any funds on hand at the time of termination shall not waive the
COUNTY's right (nor excuse SUBRECEIPIENT's obligation) to recoup all or any portion of the
funds, as the COUNTY may deem necessary.
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole
or in part with CDBG funds (including CDBG funds provided to the SUBRECIPIENT in the form of a
loan) in excess of $25,000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section
570.901) until five (5) years after expiration of the term of this Agreement or for such
longer period of time as determined to be appropriate by the COUNTY and as
memorialized by the COUNTY and the SUBRECIPIENT in an amendment to this
Agreement or such instrument as the COUNTY at its discretion determines appropriate; or
b. If not used in accordance with the above subsection (a) the SUBRECIPIENT shall pay to
the COUNTY an amount equal to the current market value of the property less any portion
of the value attributable to expenditures of non -CDBG funds for the acquisition of or
improvements to, the property. No payment is required after the period of time specified in
subsection (a).
Title to equipment acquired by SUBRECIPIENT shall vest with the SUBRECIPIENT, subject
to the conditions outlined in 24 CFR 84.34.
Title to supplies and other expendable property shall vest with the SUBRECIPIENT upon
acquisition subject to the conditions outlined in 24 CFR 84.35.
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VIII. INSURANCE
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SUBRECIPIENT shall not commence any work and /or services pursuant to this Agreement
until all insurance required under this Section and outlined in Exhibit "A" has been obtained, and
carried, at all times during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
The SUBRECIPIENT shall maintain sufficient records in accordance with 24 CFR 570.502 and
570.506 to determine compliance with the requirements of this Agreement, the CDBG Program and all
other applicable laws and regulations. This documentation shall include, but not be limited to, the
following:
B. DOCUMENTATION AND RECORDKEEPING
1. All records required by CDBG.
2. All reports, plans, surveys, information, documents, maps, books, records and other data
procedures developed, prepared, assembled, or completed by the SUBRECIPIENT for
the purpose of this Agreement shall be made available to the COUNTY by the
SUBRECIPIENT at any time upon request by the COUNTY or HHVS. Materials
identified in the previous sentence shall be in accordance with generally accepted
accounting principles, procedures and practices, which sufficiently and properly reflect
all revenues and expenditures of funds provided directly or indirectly by this
Agreement, including matching funds and Program Income. These records shall be
maintained to the extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses
of whatever nature for which reimbursement is claimed under the provisions of this
Agreement.
3. Upon completion of all work contemplated under this Agreement copies of all
documents and records relating to this Agreement shall be surrendered to HHVS if
requested. In any event the SUBRECIPIENT shall keep all documents and records in an
orderly fashion in a readily accessible, permanent and secured location for four (4)
years after expiration of this Agreement with the following exception: if any litigation,
claim or audit is started before the expiration date of the four (4) year period, the
records will be maintained until all litigation, claim or audit findings involving these
records are resolved. The COUNTY shall be informed in writing if an agency ceases to
exist after closeout of this Agreement of the address where the records are to be kept as
outlined in 24 CFR 85.42.
4. The SUBRECIPIENT shall maintain records showing compliance with the Davis -
Bacon Law, including files containing contractor payrolls, employee interviews, Davis -
Bacon wage rates, and administrative cross - referencing. SUBRECIPIENT shall
maintain records showing contractor compliance with the Contract Work Hours and
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Work Safety Law. Similarly, the SUBRECIPIENT shall maintain records showing
compliance with federal purchasing requirements and with other federal requirements
for grant implementation.
5. The SUBRECIPIENT will be responsible for the creation and maintenance of income
eligible files on clients served and documentation that all households are eligible under
HUD Income Guidelines. The SUBRECIPIENT agrees that HHVS shall be the final
arbiter on the SUBRECIPIENT's compliance.
6. The SUBRECIPIENT shall document how the National Objective(s) as defined in 24
CFR 570.208 and the eligibility requirement(s) under which funding has been received,
have been met. These also include special requirements such as necessary and
appropriate determinations as defined in 24 CFR 570.209, income certification, and
written Agreements with beneficiaries, where applicable.
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 quarterly progress reports to the COUNTY on
the 15th day of January, April, July and October respectively for the prior quarter period end. As part of
the report submitted in October, the SUBRECIPIENT also agrees to include, a comprehensive final
report covering the agreed -upon Program objectives, activities and expenditures and including, but not
limited to, performance data on client feedback with respect to the goals and objectives set forth in
Exhibit "D ". Exhibit "D" contains an example reporting form to be used in fulfillment of this
requirement. 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 or HUD to enable HHVS to
evaluate said progress and to allow for completion of reports required. The SUBRECIPIENT shall
allow HHVS or HUD to monitor the SUBRECIPIENT on site. Such site visits may be scheduled or
unscheduled as determined by HHVS or HUD.
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D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND
HUD REQUIREMENTS
The SUBRECIPIENT agrees to utilize funds available under this Agreement to supplement
rather than supplant funds otherwise available for specified activities.
E. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase
order or by a written contract and in conformity with the thresholds of Collier County Purchasing
Policy.
Purchasing Threshold Policv
Dollar Ran a $)
Quotes
Under$3K
1 Written Quote
Above $3K to $10K
3 Written Quotes
Above $I OK to $50K
3 Written Quotes
Above $50K
Request for Proposal (RFP)
Invitation for Bid (IFB)
F. AUDITS AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and /or its
representatives) may deem necessary, the SUBRECIPIENT shall make available all records,
documentation and any other data relating to all matters covered by the Agreement for review,
inspection or audit.
G. PROGRAM - GENERATED INCOME
Any "Program Income" (as such term is defined under applicable Federal regulations) gained
from any activity of the SUBRECIPIENT funded by CDBG funds shall be reported to the COUNTY,
utilized by the SUBRECIPIENT and shall be in compliance with 24 CFR 570.504(c) in the operation
of the Program.
H. GRANT CLOSEOUT PROCEDURES
SUBRECIPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final
payments, disposing of program assets (including the return of all unused materials, equipment,
program income balances, and receivable accounts to the COUNTY), and determining the
custodianship of records. In addition to the records retention outlined in Section IX.B.3, the
SUBREICPIENT shall comply with Section 119.021 Florida Statutes regarding records maintenance,
preservation and retention.
X. OTHER PROGRAM REQUIREMENTS
Goodwill Industries of SW Florida, Inc.
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A. OPPORTUNITIES FOR RESIDENTS AND CIVIL RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall be excluded from the benefits of, or be
subjected to, discrimination under any activity carried out by the performance of this Agreement on the
basis of race, color, disability, national origin, religion, age, familial status, or sex. Upon receipt of
evidence of such discrimination, the COUNTY shall have the right to terminate this Agreement.
To the greatest extent feasible, lower- income residents of the project areas shall be given
opportunities for training and employment; and to the greatest feasible extent eligible business
concerns located in or owned in substantial part by persons residing in the project areas shall be
awarded contracts in connection with the project. The SUBRECIPIENT shall comply with Section 3 of
the Housing and Community Development Act of 1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY /WOMEN -OWNED BUSINESS
ENTERPRISES
The SUBRECIPIENT will use its best efforts to afford small businesses, minority business
enterprises, and women's business enterprises the maximum practicable opportunity to participate in
the performance of this contract. As used in this contract, the terms "small business" means a business
that meets the criteria set forth in section 3(a) of the Small Business Act, as amended (15 U.S.C. 632),
and "minority and women's business enterprise" means a business at least fifty -one (5 1) percent
owned and controlled by minority group members or women. For the purpose of this definition,
"minority group members" are Afro - Americans, Spanish- speaking, Spanish surnamed or Spanish -
heritage Americans, Asian - Americans, and American Indians. The SUBRECIPIENT may rely on
written representations by businesses regarding their status as minority and female business enterprises
in lieu of an independent investigation.
C. PROGRAM BENEFICIARIES
At least fifty -one percent (51 %) of the beneficiaries of a project funded through this Agreement
must be low- and moderate- income persons. If the project is located in an entitlement city, as defined
by HUD, or serves beneficiaries countywide, more than thirty percent (30 %) of the beneficiaries
directly assisted under this Agreement must reside in unincorporated Collier County or in
municipalities participating in the County's Urban County Qualification Program. The project shall
assist beneficiaries as defined above for the time period designated in Exhibit "D" of this Agreement.
D. AFFIRMATIVE ACTION PLAN
The SUBRECIPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
Executive Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action
guidelines to the SUBRECIPIENT to assist in the formulation of such program. The SUBRECIPIENT
shall submit a plan for an Affirmative Action Program for approval prior to the award of funds.
E. CONFLICT OF INTEREST
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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.
XI. CONDITIONS FOR RELIGIOUS ORGANIZATIONS
CDBG funds may be used by religious organizations or on property owned by religious
organizations only in accordance with requirements set in Section 24 CFR 570.2000). The
SUBRECIPIENT shall comply with First Amendment Church/State principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of
religion and will not limit employment or give preference in employment to persons on the
basis of religion
b. It will not discriminate against any person applying for public services on the basis of
religion and will not limit such services or give preference to persons on the basis of
religion
c. It will retain its independence from Federal, State and local governments and may continue
to carry out its mission, including the definition, practice and expression of its religious
beliefs, provided that it does not use direct CDBG funds to support any inherently religious
activities, such as worship, religious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to
the extent that those structures are used for inherently religious activities. Where a structure
is used for both eligible and inherently religious activities, CDBG funds may not exceed the
cost of those portions of the acquisition, construction or rehabilitation that are attributable
to eligible activities in accordance with the cost accounting requirements applicable to
CDBG funds in this part. Sanctuaries, chapels, or other rooms that a CDBG funded
religious congregation uses as its principal place of worship, however, are ineligible for
CDBG funded improvements.
XII. SEVERABILITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a
determination shall not affect the validity or enforceability of any other section or part thereof.
Goodwill Industries of SW Florida, Inc.
(CDS13 -02)
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IN WITNESS WHEREOF, the Sub recipient and the County, have each, respectively, by an
authorized person otr,4gent, hereunder set their hands and seals on this 14th day of May, 2013.
ATTEST.: ,I , J� , I BOARD OFMUNTY COMMISSIONERS OF
I Ik I
DWIGIIT E,"RROC
��K: CLERK COLLIEJ-ROIJ I' RIDA
T
By:
C
'0
GEOR I LER, ESQ., CHAIRWOMAN
Pant is t
lot.
Dated:.
(StAL)
GOODWILL INDUSTRIES OF SOUTHWEST FLORII)i
INC.
By:
Fred Richards
Fred Richards, VP of Career Development Services
Subrecipient Name and Title
Approved as to form and legal sufficiency:
Jennifer S. White, Assistant County Attorney
2
Goodwill Industries ot'SW Florida. Inc.
(CI)SI3-02)
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EXHIBIT "A"
INSURANCE REQUIREMENTS
The SUBRECIPIENT shall furnish to Collier County, c/o Housing, Human and Veteran
Services Department, 3339 E. Tamiami Trail, Bldg H Suite 211, Naples, Florida 34112, Certificate(s)
of Insurance evidencing insurance coverage that meets the requirements as outlined below:
1. Workers' Compensation as required by Chapter 440, Florida Statutes.
2. Commercial General Liability including products and completed operations insurance
in the amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County
must be shown as an additional insured with respect to this coverage.
3. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used
in connection with this contract in an amount not less than $1,000,000 combined single
limit for combined Bodily Injury and Property Damage. Collier County shall be named
as an additional insured.
DESIGN STAGE (IF APPLICABLE)
In addition to the insurance required in 1 — 3 above, a Certificate of Insurance must be provided
as follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed
design professional employed by the SUBRECIPIENT in an amount not less than
$1,000,000 per occurrence /$1,000,000 aggregate providing for all sums which the
SUBRECIPIENT and /or the design professional shall become legally obligated to pay
as damages for claims arising out of the services performed by the SUBRECIPIENT or
any person employed by the SUBRECIPIENT in connection with this contract. This
insurance shall be maintained for a period of two (2) years after the certificate of
Occupancy is issued. Collier County shall be named as an additional insured.
CONSTRUCTION PHASE (IF APPLICABLE)
In addition to the insurance required in 1 — 4 above, the SUBRECIPEINT shall provide or
cause its Subcontractors to provide original certificates indicating the following types of insurance
coverage prior to any construction:
5. Completed Value Builder's Risk Insurance on an "All Risk" basis in an amount not less
than one hundred (100 %) percent of the insurable value of the building(s) or
structure(s). The policy shall be in the name of Collier County and the
SUBRECIPIENT.
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6. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42
U.S.C. 4001), the Subrecipient shall assure that for activities located in an area
identified by the Federal Emergency Management Agency (FEMA) as having special
flood hazards, flood insurance under the National Flood Insurance Program is obtained
and maintained as a condition of financial assistance for acquisition or construction
purposes (including rehabilitation).
OPERATION /MANAGEMENT PHASE (IF APPLICABLE)
After the Construction Phase is completed and occupancy begins, the following insurance must
be kept in force throughout the duration of the loan and /or contract:
7. Workers' Compensation as required by Chapter 440, Florida Statutes.
8. Commercial General Liability including products and completed operations insurance
in the amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County
must be shown as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used
in connection with this contract in an amount not less that $1,000,000 combined single
limit for combined Bodily Injury and Property Damage. Collier County as an additional
insured.
10. Property Insurance coverage on an "All Risk" basis in an amount not less than one
hundred (100 %) of the replacement cost of the property. Collier County must be shown
as a Loss payee with respect to this coverage A.T.I.M.A.
11. Flood Insurance coverage for those properties found to be within a flood hazard zone
for the full replacement values of the structure(s) or the maximum amount of coverage
available through the National Flood Insurance Program (NFIP). The policy must show
Collier County as a Loss Payee A.T.I.M.A.
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
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EXHIBIT "B"
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION I: REQUEST FOR PAYMENT
Sub recipient Name: Goodwill Industries of Southwest Florida, Inc.
Sub recipient Address: 4940 Bayline Drive, North Fort Myers, FL 33917
Project Name: SWFL Micro - Enterprise Program
Project No: CDS13 -02 Payment Request #
Dollar Amount Requested:
SECTION II: STATUS OF FUNDS
1. Grant Amount Awarded
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$ $32,949.00
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.
Current Grant Balance (Initial Grant Amount Awarded
Less Sum of all requests) $
I 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.
Authorizing Grant Coordinator
Supervisor
Dept Director
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
Micro Enterprise Program
Signature Date
Title
Page 17 of 30
(approval authority under $14,999)
(approval required $15,000 and above)
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EXHIBIT "C"
RELEASE AND AFFIDAVIT FORM
CONSTRUCTION ONLY
The SUBRECIPIENT certifies for itself and its contractors that all charges for labor, materials,
supplies, lands, licenses and other expenses for which COUNTY might be sued or for which a lien or a
demand against any payment bond might be filed, have been satisfied and paid. This document is in
compliance with Florida Statutes Chapter 713.02 Part 1 — Waiver or Release of Liens.
This Release and Affidavit is given in connection with the SUBRECIPIENT's (monthly /final)
Request for Payment.
Witness:
BY:
Services
Print name and title
STATE OF
COUNTY OF
Goodwill Industries of Southwest Florida, Inc.
ITS: VP of Career Development
DATE:
The foregoing instrument was acknowledged before me this day of ,
20_, by , as of
A Choose Not - For - Profit, or Corporation or Municipality on behalf of
Choose Not - For - Profit, Corporation or Municipality . He /She is personally known to me OR has
produced as identification and who did (did not) take an oath.
My Commission Expires:
Printed)
(AFFIX OFFICIAL SEAL)
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
Micro Enterprise Program
(Signature)
Name:
Notary Public, State of:
Commission No.:
Page 18 of 30
(Legibly
EXHIBIT "D"
QUARTERLY PROGRESS REPORT
Sub - recipients: Please fill in the following shaded areas of the report
Agency Name:
Project Title: Micro- Enterprise Program
16011
Date: t#+t2312013'!
1
Please list the outcome goal(s) from your approved application & sub- recipient agreement and indicate your progress in meeting
those goals since November 13, 2012.
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2.
3.
a.
b.
C.
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Is this project still in compliance with the original project schedule? If more than 2 months behind schedule, must submit a new
timeline for approval.
El
Yes
If no, explain:
Since October 1, 2012, of the persons assisted, how many....
4. 1 What funding sources are a
Section 108 Loan Guarantee
Other Consolidated Plan Funds
Other Federal Funds
State / Local Funds
Total Other Funds - Funds -
Goodwill Industries of SW Florida, Inc.
(CDS I3 -02)
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EXHIBIT "D"
QUARTERLY PROGRESS REPORT
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
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s. What is the total number of UNDUPLICATED clients served this quarter, If applicable?
a. Total No. of adult females served: 0 Total No. of females served under 18: 0
b. Total No. of adult males served: 0 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
s. What Is the total number of UNDUPLICATED clients served since October, if applicable?
a. Total number of adult females served: b} Total number of females served under 18: 0
b. Total number of adult males served: 0 Total number 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
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 7 AND 8.
7. 1PRESUMED BENEFICIARY DATA: 8. OTHER SENEFIC(ARY DATA INCOME RANGE
Indicate the total number of UNDUPLICATED Indicate the total number of UNDUPLICATED persons
persons served since October 1 who fall into served since October 1 who fall into each income
each presumed benefit category (the total category (the total should equal the total in question #6) :
should equal the total in question #6) :
Report as: Report as:
0 Abused Children 0 Extremely low Income (0 -30 %)
0 Homeless Person O 'Low Income (31 -50 %)
0 Battered Spouses 0 Moderate Income (51 -80 %)
0 Persons w/ HK//AIDS 0 ,Above Moderate Income ( >80 %)
0 Elderly Persons
0 Veterans
0 Chronically/ Mentally ill
0 Physically Disabled Adults
0 Other -Youth
TOTAL: 0 TOTAL: 0
r 9. Raeial & Ethnic Data: (if ap licable
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
Black/African American
Q
Asian
0 ''
American Indian /Alaska Native
0
Native Hawaiian /Other Pacific Islander !
0
American Indian /Alaskan Native & Whiter
0
Black/African American & White
0
Am. Indian /Alaska Native & Black/African Am.
0
Other Multi- racial !
0
Other
O
TOTAL:
0
Name:
Title:
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
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of whom, how many are Hispanic?
0" of whom, how many are Hispanic?
0 ! of whom, how many are Hispanic?
0 ° of whom, how many are Hispanic?
0 of whom, how many are Hispanic?
0 I; of whom, how many are Hispanic?
0 of whom, how many are Hispanic?
0 ; of whom, how many are Hispanic?
0 =; of whom, how many are Hispanic?
0 of whom, how many are Hispanic?
0 TOTAL HISPANIC
Signature:
Your typed name here represents your a ec ronic
signature
16D11
EXHIBIT "E"
ANNUAL AUDIT MONITORING REPORT
OMB Circular A -133 Audits of States, Local Governments, and Non - Profit Organizations requires the Collier
County Housing, Human and Veterans Services Department to monitor our sub recipients of federal awards
and determine whether they have met the audit requirements of the circular and whether they are in
compliance with federal laws and regulations. Accordingly, we are requiring that you check one of the
following, provide all appropriate documentation regarding your organization's compliance with the audit
sign and date this form.
-requirements,
Sub recipient
Goodwill Industries of Southwest Florida,
Fiscal Year
Name
Inc.
Period
Total State Financial Assistance Expended during
$
most recently completed Fiscal Year
Total Federal Financial Assistance Expended during most
$
recently completed Fiscal Year
Check Appropriate Boxes
We have exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending
❑
as indicated above and have completed our Circular A -133 audit. A copy of the audit report
and management letter is attached.
We exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending as
X
indicated above and expect to complete our Circular A -133 audit by . Within
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
We are not subject to the requirements of OMB Circular A -133 because we:
❑ Did not exceed the $500,000 federal /state expenditure threshold for the fiscal year
indicated above
❑ Are a for - profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and if applicable, the independent auditor's
management letter.
(IT tlnain s were notea, piease enclose a COPY of the responses ana corrective action Ian.
Certification Statement
hereby certify that the above information is true and accurate.
Signature I Date
Print Name and Title
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
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EXHIBIT "F"
LOCAL AND FEDERAL RULES, REGULATIONS AND LAWS
1. 24 CFR 570, as amended - The regulations governing the expenditure of Community Development
Block Grant (CDBG) funds.
2. 24 CFR 58 - The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of
1974 as amended
4. Title VI of the Civil Rights Act of 1964 as amended, Title VIII of the Civil Rights Act of 1968 as
amended
5. 24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which
prohibits discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ( "Equal Employment Opportunity "), as amended by Executive Orders
11375 and 12086 - which establishes hiring goals for minorities and women on projects assisted
with federal funds and as supplemented in Department of Labor regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of
1972, 42 USC § 2000e, et. seq. The SUBRECIPIENT will, in all solicitations or advertisements for
employees placed by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or
Affirmative Action employer.
8. 24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban
Development Act of 1968, as amended. Compliance with the provisions of Section 3 of the HUD
Act of 1968, as amended, and as implemented by the regulations set forth in 24 CFR 135, and all
applicable rules and orders issued hereunder prior to the execution of this contract, shall be a
condition of the Federal financial assistance provided under this contract and binding upon the
COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's Sub - recipients and
subcontractors. Failure to fulfill these requirements shall subject the COUNTY, the
SUBRECIPIENT and any of the SUBRECIPIENT's Sub - recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal
assistance is provided. The SUBRECIPIENT certifies and agrees that no contractual or other
disability exists that would prevent compliance with these requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to
include the following language in all subcontracts executed under this Agreement:
"The work to be performed under this Agreement is a project assisted under a
program providing direct Federal financial assistance from HUD and is subject
to the requirements of Section 3 of the Housing and Urban Development Act of
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
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1968, as amended (12 U.S.C. 1701). Section 3 requires that to the greatest
extent feasible opportunities for training and employment be given to low- and
very low- income residents of the project area, and that contracts for work in
connection with the project be awarded to business concerns that provide
economic opportunities for low- and very low- income persons residing in the
metropolitan area in which the project is located."
The SUBRECIPIENT further agrees to ensure that opportunities for training and employment
arising in connection with a housing rehabilitation (including reduction and abatement of lead -
based paint hazards), housing construction, or other public construction project are given to
low- and very low - income persons residing within the metropolitan area in which the CDBG -
funded project is located; where feasible, priority should be given to low- and very low- income
persons within the service area of the project or the neighborhood in which the project is
located, and to low- and very low- income participants in other HUD programs; and award
contracts for work undertaken in connection with a housing rehabilitation (including reduction
and abatement of lead -based paint hazards), housing construction, or other public construction
project to business concerns that provide economic opportunities for low- and very low- income
persons residing within the metropolitan area in which the CDBG- funded project is located;
where feasible, priority should be given to business concerns that provide economic
opportunities to low- and very low- income residents within the service area or the
neighborhood in which the project is located, and to low- and very low - income participants in
other HUD programs.
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity exists
that would prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended
by Executive Orders 11375, 11478, 12107 and 12086.
10. Contract Work Hours and Safety Standards Act, 40 USC 327 -332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.
14. 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use
of apprentices and trainees on federally assisted projects as mandated by the Davis -Bacon Act.
HUD Form 4010 must be included in all construction contracts funded by CDBG. (See 42 USC
276a and 24 CFR 135.11(c)).
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in federally
assisted projects.
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16. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular Letter
79 -45 - which prescribes goal percentages for participation of minority businesses in Community
Development Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non - discrimination in employment and
contracting opportunities laws, regulations, and executive orders referenced in 24 CFR 570.607, as
revised by Executive Order 13279. The applicable non - discrimination provisions in Section 109 of
the HCDA are still applicable.
18. Public Law 100 -430 - the Fair Housing Amendments Act of 1988.
19. 24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with Institutions of
Higher Education, Hospitals and Other Non - Profit Organizations and specified by the following
subsections:
• Subpart A — General;
• Subpart B — Pre -Award Requirements, except for 84.12, Forms for Applying for Federal
Assistance;
• Subpart C — Post -Award Requirements, except for:
• Section 84.22, Payment Requirements- Grantees shall follow the standards of
85.20(b)(7) and 85.21 in making payments to SUBRECIPIENTs;
• Section 84.23, Cost Sharing and Matching;
• Section 84.24, Program Income — in lieu of 84.24 CDBG SUBRECIPIENTs shall
follow 570.504;
• Section 84.25, Revision of Budget and Program Plans;
• Section 84.32, Real Property — In lieu of 84.32, CDBG SUBRECIPIENTs shall
follow 570.505;
• Section 84.34(g), Equipment — In lieu of the disposition provisions of 84.34(g) the
following applies:
• In all cases in which equipment is sold, the proceeds shall be program
income (pro -rated to reflect the extent to which CDBG funds were used to
acquire the equipment); and
• Equipment not needed by the SUBRECIPIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
• Section 84.35, Supplies and other Expendable Property;
• Section 84.51(b), (c), (d), (e), (f) and (h), Monitoring and Reporting Program
Performance;
• Section 84.52, Financial Reporting;
• Section 84.53(b), Retention and Access Requirements for Records. Section 84.53(b)
applies with the following exceptions:
• The retention period referenced in 84.53(b) pertaining to individual CDBG
activities shall be four years; and
• The retention period starts from the date of submission of the annual
performance and evaluation report, as prescribed in 24 CFR 91.520, in
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
Micro Enterprise Program Page 26 of 30
16011
which the specific activity is reported on for the final time rather than from
the date of submission of the final expenditure report for the award;
o Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG
SUBRECIPIENTs shall comply with 570.503(b)(7); and
• Subpart D — After - the -Award Requirements —except for 84.71, Closeout Procedures
20.24 CFR 85 - Administrative Requirements for Grants and Agreements to State and Local
Governments shall be followed for sub recipients that are governmental entities.
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations
relating thereto. Failure by the SUBRECIPIENT to comply with the laws referenced herein shall
constitute a breach of this agreement, and the County shall have the discretion to unilaterally
terminate this agreement immediately.
22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give,
either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County
employee, as set forth in Chapter 112, Part IIl, Florida Statutes, Collier County Ethics Ordinance
No. 2004 -05, as amended, and County Administrative Procedure 5311.
23. Order of Precedence - In the event of any conflict between or among the terms of any of the
Contract Documents, the terms of the Agreement shall take precedence over the terms of all other
Contract Documents, except the terms of any Supplemental Conditions shall take precedence over
the Agreement. To the extent any conflict in the terms of the Contract Documents cannot be
resolved by application of the Supplemental Conditions, if any, or the Agreement, the conflict shall
be resolved by imposing the more strict or costly obligation under the Contract Documents upon
the Contractor at Owner's discretion.
24. Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement
to resolve disputes between the parties, the parties shall make a good faith effort to resolve any
such disputes by negotiation. Any situations when negotiations, litigation and /or mediation shall
be attended by representatives of SUBRECIPIENT with full decision - making authority and by
COUNTY'S staff person who would make the presentation of any settlement reached during
negotiations to COUNTY for approval. Failing resolution, and prior to the commencement of
depositions in any litigation between the parties arising out of this Agreement, the parties shall
attempt to resolve the dispute through Mediation before an agreed -upon Circuit Court Mediator
certified by the State of Florida. Should either party fail to submit to mediation as required
hereunder, the other party may obtain a court order requiring mediation under § 44.102, Florida
Statutes. The litigation arising out of this Agreement shall be Collier County, Florida, if in state
court and the US District Court, 20`" Judicial Court of Florida, if in federal court. BY ENTERING
INTO THIS AGREEMENT, COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY
WAIVE ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL
LITIGATION RELATED TO, OR ARISING OUT OF, THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 1251, et seq., as amended.
Goodwill Industries of SW Florida, Inc.
(CDS13 -02)
Micro Enterprise Program Page 27 of 30
oil,
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26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002
and 24 CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an
area identified by FEMA as having special flood hazards, flood insurance under the National Flood
Insurance Program is obtained and maintained. If appropriate, a letter of map amendment (LOMA)
may be obtained from FEMA, which would satisfy this requirement and /or reduce the cost of said
flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with
assistance provided under this contract shall be subject to HUD Lead -Based Paint Poisoning
Prevention Act found at 24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth in the
National Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set
forth in 36 CFR Part 800, Advisory Council on Historic Preservation Procedures for Protection of
Historic Properties, insofar as they apply to the performance of this agreement.
In general, this requires concurrence from the State Historic Preservation Officer for all
rehabilitation and demolition of historic properties that are fifty years old or older or that are
included on a federal, state or local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug -free workplaces in accordance with the
Drug -Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECIPIENT certifies that neither it, nor its principals, is presently debarred, suspended,
proposed for debarment, declared ineligible, or voluntarily excluded from participation in this
transaction by any Federal Department or agency; and, that the SUBRECIPIENT shall not
knowingly enter into any lower tier contract, or other covered transaction, with a person who is
similarly debarred or suspended from participating in this covered transaction as outlined in 24
CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever is
applicable, and agrees to adhere to the accounting principles and procedures required therein,
utilize adequate internal controls, and maintain necessary source documentation for all costs
incurred.
States, local governments, and Indian Tribes follow:
• A -87 for Cost Principles
• A -102 for Administrative Requirements
Educational Institutions (even if part of a State or local government) follow:
• A -21 for Cost Principles
• A -110 for Administrative Requirements
Non - Profit Organizations follow:
• A -122 for Cost Principles
• A -110 for Administrative Requirements
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty
Goodwill Industries of SW Florida, Inc.
(CDSI3 -02)
Micro Enterprise Program Page 28 of 30
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(180) days after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall comply
with the requirements and standards of OMB A -133, Audits of States, Local Governments, and
Non - Profit Organizations. If this Agreement is closed out prior to the receipt of an audit report, the
COUNTY reserves the right to recover any disallowed costs identified in an audit after such
closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects
stated herein, and approved by the COUNTY in accordance with the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970 and 49 CFR 24.101, shall be subject
to the provisions of CDBG including, but not limited to, the provisions on use and disposition of
property. Any real property within the SUBRECIPIENT control, which is acquired or improved in
whole or part with CDBG funds in excess of $25,000, must adhere to the CDBG Regulations at 24
CFR 570.505.
34. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing any
work in furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers,
subcontractors and consultants who will perform hereunder, have not been placed on the convicted
vendor list maintained by the State of Florida Department of Management Services within the 36
months immediately preceding the date hereof. This notice is required by § 287.133 (3) (a), Florida
Statutes.
35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned,
to any person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of
Congress in connection with the awarding of any Federal contract, the making of any Federal
grant, the making of any Federal loan, the entering into of any cooperative agreement, and the
extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan,
or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person
for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned
shall complete and submit Standard Form -LLL, "Disclosure Form to Report Lobbying," in
accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award
documents for all sub - awards at all tiers (including subcontracts, sub - grants, contracts under
grants, loans, and cooperative agreements) and that all SUBRECIPIENTS shall certify and
disclose accordingly.
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per diem
rates in effect at the time of travel.
37. Any rule or regulation determined to be applicable by HUD.
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
Micro Enterprise Program Page 29 of 30
'.7r
38. Florida Statutes 713.20, Part 1, Construction Liens
39. Florida Statutes 119.021 Records Retention
Goodwill Industries of SW Florida, Inc.
(CDS 13 -02)
Micro Enterprise Program Page 30 of 30
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��i
Grant # - B- 12 -UC -12 -00196
CFDAICSFA# _, 14.218
Subrecipient — Naples Equestrian
Challenge, Inc.
DUNS # - 029483800
FET1 # - 20- 3571795
FY END -1 -31.13
Monitoring End -9 -30 -2033
AGREEMENT BETWEEN COLLIER COUNTY
AND
NAPLES EQUESTRIAN CHALLENGE
THIS AGREEMENT is niade and entered into this 14th day of May 2013, by and between Collier
County, a political subdivision of the State of Florida, ( "COUNTY ") having its principal address as 3339 E.
Tamiami Trait, Naples FL 34112, and the "Naples Equestrian Challenge ", a private not- for - profit
corporation existing under the laws of the State of Florida, having its principal office at 206 Ridge Drive,
Naples, FL 34108.
WHEREAS, the COUNTY is an entitlement County of the United States Department of Housing and
Urban Development (HUD) grant program Community Development Block Grant Program funds and the
COUNTY expects to continue to receive entitlement funds from these grant programs to operate the
COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and niodetate income persons and neighborhoods and to alternatively use Community
Development Block Grant (CDBG) funds for: slum or blight treatment or for an urgent community need; to
improve the quality of life in Collier County by providing infrastructure improvements, public facilities, and
other activities which are related to neighborhood /community improvements; to improve the condition of life
for persons who require physical access or other services that meet their individual needs; and to provide for
long range community improvements by assessing current eonditions and planning long range improvement
programs as described in the Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residents; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier County
Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning
the preparation of various Annual Action Plans, the County advertised a substantial amendment on March 14,
2013 with a 30 -day citizen comment period from March 14, 2013 through April 15, 2013; and
WHEREAS, on May 14, 2013 the COUNTY approved substantial amendments to various year's
Annual Action Plans providing CDBG funds in the amount of $520,000 to the Naples Equestrian Challenge,
Inc. for Property Acquisition located at 182 Ridge Drive, Naples, FL 34108; and
Naples Cquestrian Challenge, Inc.
CDBG (CDS 13 -08)
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NOW, THEREFORE, in consideration of the mutual bencCts contained herein, it is agreed by the
Parties as follows:
I. SCOPE OF SERVICES
The Si_ BRECiPIENT shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing CDBG i:unds, as determined by Collier County Housing, Human. and
Veteran Services (1-11-iVS), perform the tasks necessary to conduct the program outlined as follows:
7'he FY 2012 -2013 Annual Action Plan identified and approved this project to
Naples Equestrian Challenge, inc. for the following:
Project Component: Acquire property located at 182 Ridge Drive, Naples FL, Parcel
1'67185040009.
Specifically, improvements Identified for Funding are outlined in the budget in
Section iii.
All activities funded with CDBG funds must meet one of the CDBG program's National Objectives:
benefit low- and moderate- income persons; aid in the prevention or elimination of slums or blight; or meet
community development needs having a particular urgency, as defined in 24 CFR 570.208
H. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14th day of May, 2013 and end on the 31st day of
October, 2013. 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 CDBG funds or other
CID136 assets, including prograrn income.
Ill. AGREEMENT AMOUNT
The COUNTY agrees to make available FIVE HUNDRED AND TWENTY THOUSAND
DOLLARS (5520,000) for the use by the St1BRECIPiENT for PROPERTY ACQUISITION during the Term
of the Agreement (hereinafter, the aforestated amount including, without limitation, any additional amounts
included thereto as a result of a subsequent amendment(s) to the Agreement, shall be referred to as the
"I'tinds "). The SUBRECiPIENT project budget shall be as follows:
I ^T Line Item Description
CDBG
Funds
Pro crty Acquisition located at 182 IZidge Drive, Naples FL
$520,000
TOTAL - - -- —
$520,000
Modifications to the "Budget and Scope" may only be made if approved in advance, Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change in scope.
Fund shifts that exceed 10% of a cost category and activity shall be made with board approval.
Nap)cs L'quovian Challenge. Inc.
('0I1G (CDS 13.08)
Propert), Acquisition Page 2 of 26
LA
16011
All improvements specified in Section 1. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COUNTY and
Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest,
responsive and qualified bidder. Contract administration shall be handled by the SUBRECIPTENT and
monitored by 1- 11 -IVS, which shall have access to all records and documents related to the project.
The County shall reimburse the SUBRI:-CIPII NT for (lie 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. Invoices for work performed are required every month. If no work has been performed during
that month, or if the SUBRECIPIINT is not yet prepared to send the required backup, a $0 invoice will be
re(Juired, 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. Final invoices arc clue no later than 90 days after the end of the agreement. Work performed during
the term ol*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 I-IT -TVS for grant compliance and adherence
to an), 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 lollop wing table details the project deliverables and payment schedule.
;Deliverable
Payment Schedule
Properly Acquisition
Reimburse for allowable expenses for
property acquisition. Supporting
documentation including but not limited
to closing documents,apprai sal, survey
and HUD settlement statement must be
submitted liar reimbursement
A minimum of 200 low and
-- N/A
moderate income persons
per year as evidenced by
submission ofthe Exhibit D
quarterly until 2033
Income qualification
N/A
activities for paiiieipants
who will be LMI persons;
5 1 % of'persons served must
fall at or below 80% of
AMI
Inventory; As evidenced by
annual property appraiser
records and property
insurance
N/A
Naples Iqucstrinn Challenge, Inc.
01)116 WDS 13 -08)
Vroperq Acquisition Page 3 of'26
CA ()
IV. NOTICES
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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: Sandra Marrero, Grant Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
(239)252 -2399
sandrannrrero (ir;;colliergov,r)et
SUBRECIPIENf ATTENTION: Kim Minarich, Executive Director
Naples Equestrian Challenge
206 Ridge Drive
Naples, FL34108
(239)596 -2988
kminarich a naplesequestrianclnallenge.org
V. ADDITIONAL CONDITIONS AND COMPENSATION
"['he parties acknowledge that the Funds originate from CDBG grant funds from HUD and must be
implemented in full compliance with all of HUD's rules and regulations and any agreement between COUNTY
and HUD governing CDBG funds pertaining to this Agreement, In the event of curtailment or non - production
ofsaid federal funds, the Financial sources necessary to continue to pay the SUBRECIPIENT all or any portions
of the Funds will not be available, In that event, the COUNTY may terminate this Agreement, which termination
shall be effective as of the date that it is determined by the County Manager or designee, in his -her sole
discretion and judgment, that the Funds are no longer available. In the event of such termination, the
SUBRECIPIENT agrees that it will not look to, nor seek to hold the COUNTY, nor any individual member of
the County Commissioners and /or County Administration, personally liable for the performance of this
Agreement, and the COUNTY shall be released from any further liabitity to SUBRECIPIENT under the terms
of this Agreement.
V1. GENERAL, CONDITIONS
A. SUBCONTRACTS
No part of this Agreement may be assigned or subcontracted without the written consent of the
COUNT "Y, which consent, if given at all, shall he at the COE1N'11 "s sole discretion and judgment.
1.3. GENERAL COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations; Part 570 (the U,S. Housing and Urban. Development regulations concerning Community
Naples F(Itiestrimi Challenge. Ine.
Clmci(c )s 13 -08)
Froperty ACLjLJisiliun Page 4 of 26
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Development Block Grants (CDBG)) including subpart K of these regulations, except that (1) the
SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24 CI=R 570.604
and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating; the review process
tinder the provisions of 24 CFR fart 52. The SUBRECIM NT also agrees to comply with all other applicable
Federal, state and local laws, regulations, and policies governing the funds provided under this contract. The
SUBRECIPIENT further agrees to utilize Rinds available under this Agreement to supplement rather than
supplant funds otherwise available.
C. INDI;PLNDENT CONTRACTOR
Nothing; contained in this Agreement is intended to, or shall be construed in any manner, as creating or
establishing the relationship of employer /employee between the parties. The SUBRECIPIENT shall at all times
remain in "independent contractor" with respect to the services to be performed tender this Agreement. unless
otherwise provided by the Scope of Services, the Grantee shall be exempt from payment of all Unemployment
Compensation, FICA, retirement, li!'e and /or medical insurance and Workers' Compensation Insurance, as the
SUBR13C1PiENTI' is an Independent contractor.
D. AMENDMENTS
The COUNTY or SU13REC:IPIENiT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or SUBRECIPIENT from its
obligations under, this Agreement. No amendments to this agreement will be granted ninety (90) days prior to
end date of this agreement.
The COUNITY may, in its discretion, amend this Agreement to conform with Federal, state or local
governmental guidelines, policies and available funding amounts, or for other reasons. If such amendments
result in a change in the funding, the scope of services, or schedule of the activities to be undertaken as part of
this Agreement, such modifications will be incorporated only by written amendment signed by both Grantee
and SI..JBRIsC1PIENT.
Expiration of Agreement: If the SUBRECIPIENT does not complete the project within the time
period, the COUNTY Manager or designee may grant a cumulative time extension of no more than 180 days
and modify any subsequent project work plans to reflect the extension. The request must be submitted no later
than ninety (90) days prior to end date of this agreement.
E. iNDIMNIFIC.`AT'ION
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and hold
harmless Collier County, its officers, agents and employees from any and all claims, liabilities, damages, losses,
costs, and causes of action which may arise out of an act, omission, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally
wronglul conduct of the SUBRECIPIENT or any of its agents, officers, servants, employees, contractors,
patrons, guests, clients, licensees, invitees, or any persons acting under the direction, control, or supervision of
the SUBRh,CiP1ENT in the performance of this Agreement, This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The SUBRECIPIENT shall pay all claims and losses of
Naples Equislriun Challenge, Inc,
(.1 )13(; (C:1)S 13 -08)
111opr1.1Y Acquisiliun Page 5 of 26
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16011
any nature whatsoever in connection therewith and shall defend all suits in the name of the COUNTY and shall
pay all costs (including attorney's fees) and judgments which may issue thereon. This Indemnification shall
survive the termination and /or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of Collier County. The foregoing indemnification shall not constitute a waiver
of'sovereign immunity beyond the limits set R�rth in Section 768.28, h7oridu Statutes.
I". GRANTEE,' I2FICOGN IT] ON /SPONSORSHIPS
The SUBRi CIPILNT agrees that all notices, informational pamphlets, press releases, advertisements,
descriptions of the sponsorships of the Program, research reports and similar public notices prepared and
released by the SUBRECIPII NT Im on behalf of, and /or about the Program shall include the statement:
"FINANCED 13Y U.S. DEPARTMENT OF i-IOUSI.NG AND URBAN DEVELOPMENT
(HUD) AND COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
DEPAR'T'MENT"
and shall appear in the same size letters or type as the name of the SUBRI CIPIENT. This design concept is
intended to disseminate key infformation regarding the development team as well as Equal 1-f.ousin; Opportunity
to the general public. Construction signs shall comply with applicable COUNTY codes.
G. TERMINATION
In accordance with 24 CFR 85,43, the Grantee may suspend or terminate this Agreement if the
S1 1:3RI:C'1PILNT materially fails to comply with any terins of this Agreement, which include (hut are not
limited to), the following;
1. I a1luire to comply with any of the rules, regulations or provisions referred to herein, or such
statutes, regulations, executive orders, and HUD guidelines, policies or directives as may
become applicable at any time;
2. Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper manner its
obligations under this Agreen.)ent;
3. Ineffective or improper use of funds provided under this Agreement; or
4. Submission by the SUBRECIPIEN'T to the Grantee reports that are incorrect or incomplete in
any material respect.
In accordance with 24 CPR 85.44, this Agreement may also be tenminated for convenience by either the
Grantee or the SUBRLCIPII: N'T, in whole or in part, by setting forth the reasons for such termination, the
effective date, and, in the case of'partial termination, the portion to be terminated. However, if in the case of a
partial termination, the Grantee determines that the remaining portion of the award will not accomplish the
purpose for which the award was made, the Grantee may terminate the award in its entirety.
Naples F..qucstrian Challenge. inc.
C'DBG (C'1)5 13.O8}
Propeny Arquisilk'n Page C of 26
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16D11
% /H. REVERSION OF ASSETS
in the event of a termination of this Agreement or upon expiration of the Agreement and in addition to
any and all other remedies available to the COUNTY (whether under this Agreement or at law or in equity) the
St!BR1::CIPIENf shall immediately transfer to the COUNTY any funds on hand at the time of termination (or
expiration) and any accounts receivable attributable to the use of CDBG funds. The COUNTY's receipt of any
funds on hand at the time of termination shall not waive the COUN'i'Y's right (nor excuse SUBRECEIP,IENT's
obligation) to recoup all or any portion of the funds, as the COUNTY may deem necessary,
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole or in
part with CDBG funds (including CDBG funds provided to the SUBRECIPIIENT in the form of a loan) in
excess of $25,000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section 570.901) until
five. (5) years after expiration of the term of this Agreement or for such longer period of time as
determined to be appropriate by the COUNTY and as memorialized by the COUNTY and the
SUBRECIPIENT in an amendment to this Agreement or such instrument as the COUNTY at its
discretion determines appropriate; or
b. 11' not used in accordance with the above subsection (a) the SUBR.ECIPIENf shall pay to the
COUNTY an amount equal to the current market value of the property less any portion of the value
attributable to expenditures of non -CDBG funds for the acquisition of' of improvements to, the
property. No payment is required after the period oftime specified in subsection (a).
Title to equipment acquired by SUBIZEC[PlENT shall vest with the SUBRI CIPIENT, subject to the
conditions outlined in 24 CFR 84.34.
"title to supplies and other expendable property shall vest with the SUBRECIPIENT upon acquisition
subject to the conditions outlined in 24 CFR 84.35.
VIII. iNSU.RANCE
SUBRECIPII. NT shall not commence any work and /or services pursuant to this Agreement until all
insurance required under this Section and outlined in Exhibit "A" has been obtained, and carried, at all times
during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
The SUBRf_CiPiENT shall maintain sufficient records in accordance with 24 CFR 570.502 and 570.506
to determine compliance with the requirements or this Agreement, the CDBG Program and all other applicable
laws and regulations. This documentation shall include, but not be limited to, the following;
B. DOCUMENTATION AND RI;CORDKF.EPING
All records required by CDBG.
2. All reports, plans, surveys, information, documents, maps, books, records and other data
Naplcs E(ILICsu-ian Challenge, Inc.
(I)13o (0)s 13 -Q8)
Properly A qui;iUan Page 7 of'26
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16D11
procedures developed, prepared, assembled, or completed by the SUBRECIPIIENT for the
purpose of" this Agreement shall be made available to the COUNTY by the SUBRECIPiENT at
any time upon rUquest by the COUNTY or ITHVS, Materials identified in the previous sentence
shall be in accordance with generally accepted accounting principles, procedures and practices,
which sufficiently and properly reflect all revenues and expenditures of funds provided directly
or indirectly by (his Agreement, including matching funds and Program Income. These records
shall be maintained to (he extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses of
whatever nature Tor which reimbursement is claimed under the provisions of this Agreement.
Upon completion of all work contemplated under this Agreement copies of all documents and
records relating to this Agreement shall be surrendered to Hi IVS if requested. In any event the
SUBREWIENT shall keep all documents and records in an orderly fashion in a readily
accessible, permanent and secured location for four (4) years after expiration of this Agreement
%vith the following exception: if any litigation, claim or audit is started before the expiration date
ol' the f011r (4) year period, the records will be maintained Until all litigation, claim or audit
findings involving these records are resolved. The COUNTY shall be informed in writing if an
agency ceases to exist alter closeout of this Agreement of the address where the records are to be
kept as outlined in 24 Ci'R 85.42,
4, The SIJBRI- CIPiEN 'I' shall maintain records showing compliance with the Davis -Bacon Law,
including tiles containing contractor payrolls, employee interviews, Davis -Bacon wage rates, and
administrative cross- referencing. SUBRECIi'IENT shall maintain records showing contractor
compliance with the Contract Work Hours and Work Safety Law. Similarly, the
SUBR.ECI_PIiNT shall maintain records showing compliance with federal purchasing
requirements and with other federal requirements for grant implementation,
The SUBRL'CIPiE'NT will be responsible for the creation and maintenance of income eligible
files on clients served and documentation that all households are eligible under HUD Income
Guidelines. Tile SUBRECIPIIENT agrees that I- I1-IVS shall be the final arbiter on the
SUBRF:CIPiENT's compliance.
The SUBRl,:-I'CIPjF,NT shall document how the National Objcctive(s) as defined in 24 CF'R
570.208 and the eligibility requirement(s) under which funding has been received, have been
met. 'These also include special requirements such as necessary and appropriate determinations
as defined in 24 CFR 570.209, income certification, and written Agreements with beneficiaries,
where applicable,
C. RETORT'S 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
rccessary by the County Manager or designee.
During (lie term, SUBRICIPIENT shall submit quarterly progress reports to the COUNTY on the 15t1i
day of January, April, July and October respectively for the prior quarter period end. As part of the report
subrllitled in October, the SUBRECIPIFXF also agrees to include, a comprehensive final report covering the
Z Program objectives, activities and expenditures and including, but not limited to, performance data
Miplcs EgU-11 -ian Challenge, Inc.
CDRG (CDS 13-08)
Propert) Ac(Iuisilion Page 8 of 26
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on client feedback with respect to the goals and objectives set forth in Exhibit "D ". Exhibit "D" contains an
example reporting Corm to be used in fulfillment of this requirement. 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 1.or default and
termination of this Agreement.
During the term, SUBI1 ECIPIiiNf 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 SliMF0PIENT agrees that HHVS will carry out no less than one (1) annual on -site monitoring
visit and evaluation aCtlVlhes 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 SUBRI CIPIENf shall, upon the request of HHVS, submit information and status
reports required by HHVS or HUD to enable HHVS to evaluate said progress and to allow for completion of
reports required, The SL!BRI:CIPIENT shall allow HHVS or HUD to monitor the SIJBRECIPIENT on site.
Such site visits may be scheduled or unscheduled as determined by HHVS or HUD,
D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND HUD
REQUIREMENTS
The SUBRECIPIENT agrees to utilize finds available under this Agreement to supplement rather than
supplant funds otherwise available for specified activities,
L. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase order or
by a written contract and in conformity with the thresholds of Collier County Purchasing Policy.
Purchasing'I'hreshold Policy
Dollar Range ($ _
Quotes
Under $3K
1 Written Quote
Above $3K to $ I OK
3 Written Quotes _
Above. $ l OK to $50K
_
3 Written Quotes
Above $50K
Request for Proposal (RFP)
Invitation for Bid (1FB)
AUDIT'S AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and /or its representatives) may
deem necessary, the SUBRECIPiENf shall make available all records, documentation and any other data
relating to all matters covered by the Agreement Im- review, inspection or audit.
G. PROGRAM - GENERATED INCOME
Any "Program Lncome" (as such term is defined under applicable Federal regulations) gained from any
activity of the S[.JBRI:CIPIE`NT funded by CDBG f.'unds shall be reported to the COUNTY, utilized by the
SUBRECIPIENT and shall be in compliance with 24 CFR 570,504(c) in the operation of the Program.
Naples liquestrian Challenge, Inc.
ci)[10 (Ct)s 11 -()8j
Nopcil..AcLlnisliiOm Page 9 of 26
16D11
1 -1, GRANT CLOSEOUT PROCEDURES
SUBRI CiPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final payments,
disposing of program assets (including the return of all unused materials, equipment, unspent cash advances,
program income balances, and receivable accounts to the COUNTY), and determining the custodianship of
records. In addition to the records retention outlined in Section X.B.3, the SUBRECIPIENT shall comply with
Section 119.021 Florida Statutes regarding records maintenance, preservation and retention,
X, O"TIIER PROGRAM REQUIREMENTS
A. OPPORTUNE l S FOR RESIDENTS AND CIViL 1UG1- TS COMPLIANCE
The SUBREC11'II NT agrees that no person shell be excluded from the benefits of, or be subjected to,
discrimination under any activity carried out by the performance of this Agreement on the basis of race, color,
disability, national origin, religion, age, familial status, or sex. Upon receipt of evidence of such discrimination,
the COUN fY shall have the right to terminate. this Agreement.
To the greatest extent feasible, lower- income residents of the project areas shall be given opportunities
for training and employment; and to the greatest feasible extent eligible business concerns located in or owned
in substantial part by persons residing in the project areas shall be awarded contracts in connection with the
project, The SUBRECiPiENT shall comply with Section 3 of the housing and Community Development Act of
1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY/WOMEN-OWNED BUSINESS
ENTERPRISES
The SUBRE?CIPIENT will use its best efforts to afford small businesses, minority business enterprises,
and \vomen's business enterprises the maximum practicable opportunity to participate in the performance of this
contact. As used in this contract, the terms "small business" means a business that meets the criteria set forth in
section 3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "minority and women's business
enterprise" means a business at least. fifty -one (5 1 ) percent owned and controlled by minority group members or
women. For the purpose of this definition, "minority group members" are Afro- Americans, Spanish - speaking,
Spanish surnamed or Spanish - heritage Americans, Asian - Americans, and American Indians. The
SUBRECIPiINh may rely on written representations by businesses regarding their status as minority and
female business enterprises in lieu of an independent investigation.
C. PROGRAM BLNEFICIARIES
At least fifty -one percent (51%) of the beneficiaries of a project funded through this Agreement must be
low- and moderate- income persons. If the project is located in an entitlement city, as defined by HUD, or
serves beneficiaries countywide, more than thirty percent (30 %) of the beneficiaries directly assisted under this
Agreement must reside. in unincorporated Collier County or in municipalities participating in the County's
Urban County Qualification Program.
Naplr r:(luestrian Challenge, Inc.
C[)t3C; (C'DS 13.08)
Property Acquisition Page 10 of 26
r(- `" 7
D. AH"IRMATiVE ACTION PLAN
16D11
The SUBRMPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
1?xecutive. Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action guidelines to
the Si JBRI=CiPIENT to assist in the formulation of such program. The SUBRICIPIENT shall submit a plan for
an Affirmative Action Program for approval prior to the award of funds.
E. C:ONFI..ICT OF INTFIREST
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
SUBRECiPI) NT. The SUBRCCIPIENT covenants that it will comply with all provisions of 24 CFR 570.611
" Conllict 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 IIIM 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 mode rate- income residents of the project target area.
X1. CONDITIONS FOR RELIGIOUS ORGANIZATIONS
CDBG funds may be used by religious organizations or on property owned by religious organizations
only in accordance with requirements set in Section 24 CPR 570.2000), The SUBRECIPIEN'h shall comply
with First Amendment Church/SLate principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of religion
and will not limit employment or give preference in employment to persons on the basis of religion
b. It will not discriminate against any person applying for public services on the basis of religion and
will not limit such services or give preference to persons on the basis of religion
C. It will retain its independence from Federal, State and local governments and may continue to carry
out its mission, including the definition, practice and expression of its religious beliefs, provided that
it does not use direct CDBG funds to support any inherently religious activities, such as worship,
religious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to the
extent that those structures are used for inherently religious activities. Where a structure is used for
both eligible and inherently religious activities, CDBG funds may not exceed the cost of those
portions of the acquisition, construction or rehabilitation that are attributable to eligible activities in
accordance with the cost accounting requirements applicable to CDBG funds in this part.
Sanctuaries, chapels, or other rooms that a CDBG funded religious congregation uses as its principal
place of worship, however, are ineligible for CDBG funded improvements,
XII. SEVERAWLITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a determination shall
not affect the validity or enforceability of any other section or part thereof:
Napleti Lquesuifin Challenge. Inc.
C'DR6 (CDS 13 -08)
t'ropeji, Acquisition Page 11 of'26
lA
16011
IN WITNESS WHEREOF, the Sub recipient and the County, have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on this 14th day of May, 2013.
ATTEST"' BOARD OF CO C M ISSIONERS OF
OUf
, TY T�
D4 IC E.�j4kocK,' C-'LERK COLLIER C DA
By:
GEORGIA A., M.W10OW41',�L11-
Naples Equestrian Challenge, Inc,
By:
Kim Minarich
Kim Minarich, Executive Director
Subrecipient Name and Title
Approved as to form and legal sufficiency:
Jennifer IF White, Assistant County Attorney Il?
Naples Equestrian Challenge, Inc.
CDB(; K- DS 13-08)
Property Acquisition Page 12 of 26
16D11
EXHIBIT "A"
INSURANCE REQUIREMENTS
The SUBRECIPIENT shall furnish to Collier County, c/o Housing, Human and Veteran Services
Department; 3339 E. Tamiami Trail, Suite 211. Naples, Florida 34112, Certificate(s) of Insurance evidencing
insurance coverage that meets the requirements as outlined below:
Wor'lwrs' Compensation as required by Chapter 440, 17 1orltlu Statutes.
2. Commercial Gcneral Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
3. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County shall be named as an additional
insured.
D1_S1GN STAGE (Ir APPLICABLE)
In addition to the insurance required in I — 3 above, a Certificate of Insurance must be provided as
follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed design
professional employed by the SUBRECIPIENT in an amount not less than $1,000,000 per
occurrence /$1,000,000 aggregate providing for all sums which the SUBRECIMENI' and /or the
design professional shall become legally obligated to pay as damages for claims arising out of
the services performed by the SUBRECIPIF'NT or any person employed by the
SUBIZLCIPIENT in connection with this contract. This insurance shall be maintained for a
period of two (2) years after the certiticate of Occupancy is issued. Collier County shall be
named as an additional insured.
CONSTRI -1 ]ON PHASE (11= APPLICAM,r..)
In addition to the insurance required in I — 4 above, the SUBRECIPEINT shall provide or cause its
Subcontractors to provide original certificates indicating the following types of insurance coverage prior to any
construction:
S. Completed Value Builder's Risk Insurance on an "All Risk" basis in an. amount not less than one
hundred (100 %) percent of the insurable value of the building(s) or stnrcture(s). The policy shall
be in the name of Collier County and the SUBRECIPIENT.
6. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C,
4001), the Subrecipicnt shall assure that for activities located in an area identified by the Federal
Emergency Management Agency (FNMA) as having special flood hazards, flood insurance
under the National Flood Insurance Program is obtained and maintained as a condition of
financial assistance liar acquisition or construction purposes (including rehabilitation).
Wailes Equestrian 01,111engc. Inc.
CUBE i DS 13 -I)$)
Propertp Acquisition Page 13 of 26
C ., rl
16D11
OPLIRA hi(-)N /i i\\'A(.;F: \,u N-r PI[ASE (IP APPLICARLS)
:'After the Construction Phase is completed and occupancy begins, the following insurance must be kept
in force throughout the duration of the loan and/or contract:
7. Workers' Compensation as required by Chapter 440, Flori&i Slalutes.
b. Commercial General Liability including products and completed operations insurance in the
amount of $ 1,000,000 per occurrence and $2,000,000 aggregate, Collier County must be shown
as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less that $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County as an additional insured.
10. Property Insurance coverage on an "All Risk" basis in an amount not less than one hundred
(100 %) of the replacement cost oi'the property. Collier County must be shown as a Loss payee
with respect to this coverage
11, Flood insurance coverage for those properties found to be within a flood hazard zone for the hill
replacement values ofthe structure(s) or the maximum amount of coverage available through the
National Flood Insurance Program (NFIP). The policy must show Collier County as a Loss
Payee A.T.1.M.A.
Naples k;qucstrian Challenge, Inc.
('lll3(i (CDS 13 -01)
Property :Acquiskion Page 14 of 26
EXHIBIT "B"
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION 1: REQUEST FOI2 PAYMENT
Sub recipient Name: Naples Equestrian Challenge Inc.
Sub recipient Address: 206 Ridge Drive, Naples FL 34108
Project Name: -----Property Acquisition---___ --
Project No: CDS13 -08 Payment Request 4
Dollar Amount Requested: S
SEC'T'ION 11: STATUS OF FUNDS
16D11
1. Grant Amount Awarded
$ _ $520,000
2. Sinn of Past Claims Paid on this Account
$
3. Total (irant Amount Au'ardcd Less Sum
Ot' Past Claims Paid on this Account $
4. Amount of Previous Unpaid Requests —
5. Amount of l'oday's Request
6. Current Grant Balance (Initial Grant Amount Awarded
Less Sum ofall requests) $
1 certliv that this request for payment has been drawn in accordance with the terms and conditions of the
Agreement between the COUN'T'Y and us, as the SUBRECIPIENT. I also certify that the amount of the
Request for Payment is not in excess of current needs.
Authoriing Grant Coordinator
Supervisor
Dept Director J
NapIcs 1 {cµiestrian Challenge, Inc.
('0136 WDS 13 -08)
Propoly ;acquisition
Signature Date
Title
(approval authority under $14,999)
(approval required $15,000 and. above)
Page 15 of 26
C:,1t
1601y
EXHIi3IT "C"
RELEASE AND AFFIDAViT FORM
CONSTRUCTION ONLY
The SUBRECIPIEN "i` certifies for itself and its contractors that all charges for labor, materials, supplies,
lands, licenses and other expenses for %which COUNTY might be sued or for which a lien or a demand against
any payment bond might be tiled, have been satisfied and paid, This document is in compliance with Florida
Statutes Chapter 71102 Part I Waiver or Release of Liens
This Release and Affidavit is given in connection with the SUBRECIPIENT's (monthly /final) Request
for Payment.
Witness:
13Y:
Print name and title
STATI-' OF
COUN'T'Y OF
Naples Equestrian Challenge, Inc.
BY:
ITS: Executive Director
DATE:
The I'orcgoing instrument was acknowledged before me this day of 20J, by
as of
A Choose Not - For - Profit, or Corporation or Municipality on behalf of
Choose Not -For- Profit, Corporation or Municipality fie /She is personally known to me OR has
produced _ as identification and who did (did not) take an oath.
My Commission Expires:
( / \FFIX OFFICIAL SEAL,)
Naples Equestrian Challenge. inc.
CD13Ci (C-DS 13 -(18)
Property Acquisition
(Signature)
Name:
(Legibly Printed)
Notary Public, State of: _
Commission No.:
Page 16 of 26
,t..11
16D11
EXHIBIT "D"
QUARTERLY PROGRESS REPORT
Sub - recipients; Please fill in the following shaded areas of the report
Telephone Number: 239= 596 -2988
❑ ❑ D O
`REPORT FOR QUARTER ENDING: (check one that applies to the
corresponding grant period): 7/31113 10/31/13
Please take note: Each quarterly report needs to include cumulative data beginning from the start of the agreement date of May 14, 2013.
Please list the outcome goal(s) from your approved application & sub - recipient agreement and Indicate your progress In meeting those
1.
goals since May 14, 2013.
Is this project still in compliance with the original project schedule7.lf more than 2 rnonths behind
2. for approval.
Naples Eciticsuiun Challenge, Inc.
('I)I',Ci (('1)S 13 -Q$)
Property Acquisition Page 17 of 26
:hedule, must submit a new time!
16011
o �,
Yes No
If no, explain:
Naples l."questrian Challenge. Inc.
( IMG (CDS 13-08)
Property ACtjLli�itiOln Page 18 of 26
16011
EXHIBIT "D"
QUARTERLY PROGRESS REPORT
5. (What is the total number of UNDUPLICATED clients served this quarter, )rappticable7
a. Tolal No Of adult females served ".0t s Tolal No of lemalas serval under 18 ; :' ?; :D ."
b, Total No. of adult males served "'�0 Total No Of rnalas servad under td 0
TOTAL; 0 TOTAL: 0
C. Tolat No of Is tes servea 0 Total Na Of lemafa head or househaa 0
e. What is ilia total number of UNDUPLICATED clients served slnca October If applicable?
A. Total numoor of adult females servacl.,..,��0 Total number of fomales served under 18:
b. Tolat nomf e: o' acL't males servea A Tuialnumbef Of Rl:f!CS served lYlda/ 18 ...p.i:
TOTAL: 0 TOTAL: 0
C. Total No of famlres served 10 Total No of female head of household.
Conplelo EITHER question R7 OR a8, Complete queslior,!I it yas program old servas ct ants in One or more of the (sled HUD Presumed
Ben&il Calegones. Complete question p8 it any client in yew program does not fall into a Presumed Benefit category .
DO NOT COMPLETE BOTH QUESTION 7 AND 8.
7. PRESUMED BENEFICIARYDATIL- 8. OTHER:'$ ENEFICLAFiYDATA:INCOMER.AkGE'i ..
Indicate the loyal numuef of LINDU LrATeo
persons served since October i who fall Into Indicalo the total number of UhMeLCAiEO persons
asch presumed benefit category he folat served since October 1 who fall Into each inconn
g ry h
sriordd aqua! Inc taaf 11) question N8);
category (the fofat should equal the total in question ir6);
Roporl as: Report as:
0 FUus Dd Chrcran .0:':' Extremely low Income (0.30 %)
0 homeless Person : ::p :; =. Lox Income (31.50%)
: -0 Balle /ed Spouses :0.'. :' Ivbdera(e incomo (61-80%)
0 : Persons wr HN/AIDS 0 Move Nloderaw Income ( >80 %)
0 Eberly Persons
velera:ls
0 Chronically/ Nlerttarly ill
0 Physically O:sabLa Acim-s
TOTAL! _ . 0 - TOTAL: 0
9. Rac let &EthnlcData: (IfappBr:allle)
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 themselyes Hispanic
(Total Race column should equal the total cell).
RAGE ETHNICITY
Wh to :` ; of whom. how many are Hispanic?
Black/African American 0 0 of whom, how many are Hispanic?
Asian of wiwm, how many are Hispanic?
Anocican Indian/Naska Native p :p ; o(whom, hay teeny are Hispanic?
Naive HawaiaNOOwr Pacific Islander 0 5 0 of whom, how marry are Hispanic?
American tnd— liAlaskan Native 8 White p 0 of whom, hay many ere Hispanic?
B leck/Alrcan American 8 White of whom, haw many a,e Hispanic?
Am. IndarvAlasP. a Native 8 Blae010 ican Am Q -. .,q.;;` of whom, hoot many are Hispanic?
Utrx,r NkAli race! p 9 of whore, hww many ate Hispanic -P
Olhw 0'" 0 of whom, hov many are Hispanic?
TOTAL: ---k— _0 TOTAL HISPANIC
Name
I file
Naples Equestrian C'hal)cHgc. Inc.
(I)(36 ((:f)S 13 -08)
I'roperq , - \�yui itinll Page 19 ol' 26
Signature
our ype name ere fepreserits your ei ac ovc
signature
EXHIBIT r
16DII
ANNUAL AIJi)t,r MONITORING REPORT
TOMB Circular A -133 Audits of States, Local Governments, and Non - Profit Organizations requires the Collier
County Housing, Human and Veterans Services Department to monitor our sub recipients of federal awards
and determine whether they have met the audit requirements of the circular and whether they are in
compliance with federal laws and regulations. Accordingly, we are requiring that you check one of the
following, provide all appropriate documentation regarding your organization's compliance with the audit
requirements, sign and date this form.
Sub recipient
Fiscal Year
Name I.Naples Equestrian Challenge, Inc
Period
Total State Financial Assistance Expended during
$
most recently _completed Fiscal Year _ _
Total Federal Financial Assistance Expended during most
$
recently completed Fiscal Year
Check Appropriate Boxes
We have exceeded the $500,000 federallstate expenditure threshold for our fiscal year ending
El
as indicated above and have completed our Circular A -133 audit. A copy of the audit report
and mans ernent letter is attached.
rWe
exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending as
I indicated above and expect to complete our Circular A -133 audit by Within
1 ❑
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
t
_
We are not subject to the requirements of OMB Circular A -133 because we;
i
❑ Did not exceed the $500,000 federal /state expenditure threshold for the fiscal year
indicated above
I
❑ Are a for - profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and if applicable, the independent auditor's
management letter.
(If findings were noted, please enclose a copy of the responses ana corrective action piian.
_ Certification Statement
I hereby certify that the above information is true and accurate.
Signature I Date
Print Name and Title
Naples li(iucsu•ian CIMIICm�e. InC.
CDBG (CDS 13-18)
Properly Acquisition Page: 20 Of 26
ccll`
16011
EXHIBIT "F"
LOCAL AND FEDERAL RULES, REGULATIONS AND LAWS
1. 24 CFR 570; as amended - The regulations governing the expenditure of Community Development Block
Grant (C'L)BCi) funds.
2. 24 CM 58 - The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title. i of the i lousing and Community Development Act of' 1974 as
amended
4. 'title VI of the Civil Rights Act of 1964 as amended, Title V111 of the Civil Rights Act of 1968 as amended
5. 24 CPR 570,601 Subpart K - The regulations issued pursuant to Executive Order 11063 which prohibits
discrimination and promotes equal opportunity in housing.
6. l-"xeCL11iVe Order 11246 ("Equal Employment Opportunity "), as amended by Executive Orders 11375 and
12086 - which establishes hiring goals for minorities and women on projects assisted with federal funds and
as supplemented in Department of I..abor regulations.
7. Title VI I of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of 1972, 42
USC S 2000e, e/. seq. The SUBRECiPIENT will, in all solicitations or advertisements for employees placed
by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or Affinnative Action
employer.
8. 24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban Development Act
of 1968, as amended. Compliance with the provisions of Section 3 of the HUD Act of 1968, as amended,
and as implemented by the regulations set forth in 24 CFR 135, and all applicable rules and orders issued
hereunder prior to the execution of this contract, shall be a condition of the Federal financial assistance
provided under this contract and binding upon the COUNTY, the SUBRF.,CIPIENT and any of the
SU13RECiPIENT's Sub- recipients and subcontractors. Failure to fulfill these requirements shall subject the
COON 'l'Y, the SUIBRECIPiENT and any of the SUBRECIPiENT's Sub - recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal assistance is
provided, The SUBRECIPIEWl' certifies and agrees that no contractual or other disability exists that would
prevent compliance with these requirements.
'The SUBRECiPIENT further agrees to comply with these "Section 3" requirements and to include the
following language in all subcontracts executed under this Agreement,
"The work to be performed under this Agreement is a project assisted under a program
providing direct Federal financial assistance from HUD and is subject to the
requirements of Section 3 of the Housing and Urban Development Act of 1968, as
amended (12 U.S.C. 1701), Section 3 requires that to the greatest extent feasible
opportunities for training and employment be given to low- and very low- income
residents of the project area, and that contracts for work in connection with the project
Naples I'questrian C hAlcnge. Inc.
CI)BG (CUS 13 -08)
Pmperiy AcquisHion Page 21 of 26
t_ rti(t'
16DII
be awarded to business concerns that provide economic opportunities for low- and very
low- income persons residing in the metropolitan area in which the project is located."
The St)"BR .CIPIENT further agrees to ensure that opportunities for training and employment arising in
connection with a housing rchabihtation (inclUdlnb reduction and abatement of lead -based paint
hazards), housing construction, or other public construction project are given to low- a.nd very low -
income persons residing within the metropolitan area in which the CDBG- funded project is located;
where feasible, priority should be given to low- and very low- income persons within the service area of
the project or the neighborhood in which the project is located, and to low- and very low - income
participants in other HUD programs; and award contracts for work undertaken in connection with a
housing rehabilitation (including reduction and abatement of lead -based paint hazards), housing
construction, or other public construction project to business concerns that provide economic
opportunities for low- and very low- income persons residing within the metropolitan area in which the
CDBG- funded project is located; where feasible, priority should be given to business concerns that
provide economic opportunities to low- and very low - income residents within the service area or the
neighborhood in which the project is located, and to low- and very low- income participants in other
F -ILD programs,
The SUBRL CIPIEN'1' certifies and agrees that no contractual or other legal incapacity exists that would
prevent compliance Nvith these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended by
Executive. Orders 11375, 1.1478, 12107 and 12086.
10, Contract Wort: i lours and Safety Standards Act, 40 USC 327 -332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570,614 Subpart K,
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended
14. 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use of
apprentices and trainees on federally assisted projects as mandated by the Davis -Baron Act, HUD Form
4010 must be included in all construction contracts funded by CDBG. (See 42 USG 276a and 24 CFR
135.11(r)),
15. I- Aecutive Order 11914 - Prohibits discrimination with respect to the handicapped in federally assisted
projects.
16, Executive Order 11625 and U.S, Department of Housing and Urban Development Circular Letter 79 -45 -
which prescribes goal percentages for participation of minority businesses in Community Development
Block Grant Contracts.
17, The SUBREC1PIl;NI' agrees to comply with the non- discrimination in employment and contracting
opportunities laws, regulations, and executive orders referenced in 24 CFR 570,607, as revised by Executive
Order 13279. The applicable non- discrimination provisions in Section 109 of the HCDA are still applicable.
Naples F:qucsU'ian CN1110nge, Inc.
CDIR; (CDS 13 -08)
1'roperly ;acquisition Page 22 of'26
16D11
18. Public Law 100 -430 - the Fair Housing Amendments Act of 1988.
19, 24 CFR 84 - Uniform Administrative. Requirements for Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non - Profit Organizations and specified by the following subsections:
• Subpart A -- General,
• Subpart B — Pre -Award Requirements, except for 84.12, Forms for Applying for Federal Assistance;
• Subpart C — Post -Award Requirements, except for:
o Section 84.22, Payment Requirements - Grantees shall follow the standards of 85,20(b)(7)
and 85.21 in making payments to SUBRE;CIPIEN'T's;
o Section 84.23, Cost Sharing and Matching,
o Section 84.24, Program Income — in lieu of 84.24 CDBG SUBRECIPIEN"I's shall follow
570.504;
o Section 84.25, Revision of Budget and Program Plans;
o Section 84.32, Real Property — In lieu of 84.32, CDBG SUBRECIPIENTs shall follow
570.505;
o Section 84.34(8), Equipment — In lieu of the disposition provisions of 84.34(g) the following
applies:
■ In all cases in which equipment is sold, the proceeds shall be program income (pro-
rated to reflect the extent to which CDBG funds were used to acquire the equipment);
and
• E:quipment not needed by the SUBREC[PIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
a Section 84.35, Supplies and other Expendable Property
o Section 84.51(b), (c), (d), (c), (f) and (h), Monitoring and Reporting Program Performance;
o Section 84.52, Financial Reporting;
o Section 84,53(b), Retention and .Access Requirements for Records. Section 84,53(6) applies
with the follov ing exceptions:
• The retention period referenced in 84.53(b) pertaining to individual CDBG activities
shall be four years; and
• The retention period starts from the date of submission of the annual performance and
evaluation report, as prescribed in 24 CFR 91.520, in which the specific activity is
reported on for the final time rather than from the date of submission of the final
expenditure report for the award;
o Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG SUBRECIPIENTs
shall comply with 570,503(b)(7); and
• Suhpart D -- After- the -Award Requirements except for 84.71, Closeout Procedures
20. 24 CFR 85 - Administrative Requirements for Grants and Agreements to State and I.,ocal Governments shall
be toliowed for sub recipients that are governmental entities.
2I, immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations relating
thereto. Failure by the SUBRECIPIENT to comply with the laws referenced herein shall constitute a breach
of this agreement, and the County shall have the discretion to unilaterally tenninate this agreement
immediately.
Naples FijuesUian Challen(le, Inr,
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22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give, either directly
or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part IIi, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, as amended, and
County Administrative Procedure 5311.
213. Order of Precedence - h1 the event of any conflict between or among the terms of any of the Contract
Documents, the teems of the Agreement shall take precedence over the terms of all other Contract
Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement, To
The extent any conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, if any, or the Agreement, the conflict shall be resolved by imposing the more
strict or costly obligation under the Contract Documents upon the Contractor at Owner's discretion.
24. Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement to
resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes
by negotiation. Any situations when negotiations, litigation and /or mediation shall be attended by
representatives of SUBRECIPIENT with full decision- making authority and by COUNTY'S staff person
wha %would make the presentation of any settlement reached during negotiations to COUNTY for approval,
Failing resolution, and prior to the commencement of depositions in any litigation between the parties
arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed -upon Circuit Court Mediator cetlified by the State of Florida. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring mediation under §
44.102, 1-7orido Srafures. The litigation arising out of this Agreement shall. be Collier County, Florida, if in
state court and the US District Court, 20`I' Judicial Court of Florida, if in federal court. BY INTIRING
INTO THIS AGR1?EMEN`F, COLLIER COUNTY AND THE SUBRECIPIENT EXPRI?SSLY WAIVE
ANY RIGHTS E:.ITHF,R PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION
RF'LA FED TO, OR ARISING OUT OF. THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, el seq.
b, Federal Water Pollution Control Act, 33 USC 1251, el seq., as amended,
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002 and 24
CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an area identified
by FF:MA as having special flood hazards, flood insurance under the National Flood insurance Program is
obtained and maintained. If appropriate, a letter of trap amendment (LOMA) may be obtained From FEMA,
which would satisfy this requirement and /or reduce the cost of'said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with assistance
provided under this contract shall be subject to HUD Lead -Based Paint Poisoning Prevention Act found at
24 CFR 570.608, Subpart K.
28. The SlJBRECiPIENT agrees to comply with the historic Preservation requirements set forth in the National
I listoric Preservation Act of 1966, as amended (16 U,S,C, 470) and the procedures set forth in 36 CFR Part
800, Advisory Council on Historic Preservation Procedures for Protection of I- listorie Properties, insofar as
they apply to the performance of this agreement.
Naples Equestrian Chullcngr Inc.
CDN; (CD) 13 -08)
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in general; this requires concurrence iron the State Historic Preservation Officer for all rehabilitation and
demolition of historic properties that are fifty years old or older or that are included on a federal, state or
local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug -tree workplaces in accordance with the Drug -
Free Workplace Act of 1988 (4l USC 701).
30. The SUBREC:;IPIENT certifies that neither it, nor its principals, is presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal Department or agency; and, that the SUBRECIPIENT shall not knowingly enter into any lower tier
contract, or other covered transaction, with a person who is similarly debarred or suspended from
participating in this covered transaction as outlined in 24 CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever is applicable, and
afrecs to adhere to the accounting principles and procedures required therein, utilize adequate internal
controls, and maintain necessary source documentation for all costs incurred
States, local governments. and Indian Tribes follow:
• A -87 for Cost Principles
• A -102 for Administrative Requirements
I'ducational Institutions (even ifpart of State or local government) follow:
• A -21 for Cost Principles
• A -1 10 for Administrative Requirements
Non - Profit Organizations follo>v:
• A -122 for Cost Principles
• A -1 10 for Administrative Requirements
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty (180) days
after the end of the SUBIZECIPIENT's fiscal year. The SUBRECIPIENT shall comply with the
requirements and standards of OMB A -133, Audits of States, Local Governments, and Non - Profit
Organizations. If this Agreement is closed out prior to the receipt of art audit report, the COUNTY reserves
the right to recover any disallowed costs identified in an audit after such closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects stated
herein, and approved by the COUNTY in accordance with the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 and 49 CFR 24,101, shall be subject to the provisions of CDBG
including, but not limited to, the provisions on use and disposition of property, Any real property within the
SUBRECIPIENT control, which is acquired or improved in whole or part with CDBG funds in excess of
525,000, must adhere to the CDBG Regulations at 24 CFR 570.505.
34. As provided in § 287.133, Mor'ida Wtwes by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors and
consultants who will perform hereunder, have not been placed on the convicted vendor list maintained by
the State of Florida Department of Management Services within the 36 months immediately preceding the
date hereof. This notice is required by § 287.133 (3) (a), Florida Statutes.
35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or in employee of a Member of Congress in connection with
Naples I ?yLICS16an Challenge, Inc.
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the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer o3 employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form- L,L.,L,, "Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award documents
for all sub - awards at all tiers (including subcontracts, sub - grants, contracts under grants, loans, and
cooperative agreements) and that all SUBRI CIPIENTS shall certify and disclose accordingly,
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per diem rates in
effect at the time of travel,
37, Any rule or regulation determined to be applicable by HUD.
38. Florida Statutes 713.20, Part 1, Construction Liens
39. Florida Statutes, 1 19.021 Records Retention
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Grant # - B- 11 -UC -12 -0016
CFDA /CSFA# - 14.218
Subrecipient — The Shelter for Abused
Women & Children, Inc.
DUNS # - 836_6_80769
FETI # - 59-2752895
FY END -6 -30
Monitoring Deadline 9 -30 -18
AGREEMENT BETWEEN COLLIER COUNTY
AND
THE SHELTER FOR ABUSED WOMEN & CHILDREN, INC.
SHELTER IMPROVEMENTS AND UPGRADES
THIS AGREEMENT is made and entered into this 14th day of May 2013, by and between Collier
County, a political subdivision of the State of Florida, ( "COUNTY ") having its principal address as 3339 E.
Tamiami Trail, Naples FL 34112, and the "The Shelter for Abused Women & Children, Inc. ", a private
not - for - profit corporation existing under the laws of the State of Florida, having its principal office at 2635
Weeks Avenue, Naples, FL 34112.
WHEREAS, the COUNTY is an entitlement County of the United States Department of Housing and
Urban Development (HUD) grant program Community Development Block Grant Program funds and the
COUNTY expects to continue to receive entitlement funds from these grant programs to operate the
COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and moderate income persons and neighborhoods and to alternatively use Community
Development Block Grant (CC)BG) hands for: slum or blight treatment or for an urgent community need; to
improve the quality of life in Collier County by providing infrastructure improvements, public facilities, and
other activities which are related to neighborhood /community improvements; to improve the condition of life
for persons who require physical access or other services that meet their individual needs; and to provide for
long range community improvements by assessing current conditions and planning long range improvement
programs as described in the Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residcnts; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier County
Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning
the preparation of various Annual Action Plans, the County advertised a substantial amendment on March 14,
2013 with a 30 -day citizen comment period from March 14, 2013 through April 15, 2013; and
WHEREAS, on May 14, 2013 the COUNTY approved substantial amendments to various year's
flic Shciter ror Abuscd \Women & Children. Inc.
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Annual Action Plans providing CDBG funds in the amount of 5174,990 to The Shelter for Abused Women &
Children, Inc. for Shelter Improvements and Upgrades at 2635 Weeks Ave, Naples, FL 34142; and
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is• agreed by the
Parties as follows:
L SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing CDBG funds, as determined by Collier County Housing, Human and
Veteran Services (I-If IVS), perform the tasks necessary to conduct the program outlined as follows:
The FY 2011-2012 Annual Action Plan identified and approved this project to The
Shelter for Abused Women & Children, Inc. for the following:
Shelter Improvements and Upgrades:
Project Component 41: To include all costs associated with the purchase,
installation, removal, and disposal of flooring to the residential, counseling, security
and administrative areas which may include carpeting or vinyl flooring.
Proiect Component 92: To include all costs associated with the purchase,
installation, removal, and disposal of equipment in the security office to include the
following:
• 'Two 24-inch televisions for use as camera monitors- to be secured to the building.
• Two 39-inch televisions for use as camera monitors- to be secured to the building.
• One air conditioning unit to be wall mounted and secured to building to include installation
and wiring
Project Component 43: To include all costs associated with the upgrade of the
existing HVAC Air Flow system to bring it up to NADCA standards to include
purchase, installation, removal, and disposal including:
• Fogging with oxine fungicide
• Sealing with robotic encapsulate
• Adding Ultra Violet light system to all 26 air handlers
Project Component #4: To include all costs associated with upgrading the existing
Security System at the emergency shelter to include but not limited to:
• Nine cameras- to be secured to the project site
Project Component #5: To include all costs associated with the purchase and
installation of a security camera system for the transitional housing cottages to be
The Shelter for Abused Women & Children, Inc,
C'DBG (CDS 13-06)
Shelter improvements and Upgrades Page 2 of 28
secured to the site,
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k1piqp1Corn1)onent 46- Environmental review and/or assessment related activities
Specifically, improvements identified for funding are outlined in the budget in
Section 111.
The detailed project scope will be contained in the schedule of values awarded. The
project's invoices will include details sufficient to document the number, ainoutit
and costs associated with all activities for payment.
All activities funded with CDBG funds must meet one of the CDBG program's National Objectives:
benefit low- and moderate - income persons; aid in the prevention or elimination of slums or blight; or meet
community development needs having a particular urgency, as defined in 24 CFR 570.208
11, TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14`h day of May, 2013 and end on the 31st day of
October 2013. The term of this Agreement and the provisions herein may be extended by amendment to cover
any additional tine period during which the SUBRECIPIENT remains in control of CDBG funds or other
CDB(j assets, including program income.
111. AGREEMENT AMOUNT
The COUNTY agrees to make available ONE HUNDRED SEVENTY FOUR THOUSAND NINE
HUNDRED NINETY DOLLARS and 00/100 ($174,990) for the use by the SUBRECIPIENT for SHELTER
IMPROVEMENTS AND UPGRADES during the Term of the Agreement (hereinafter, the aforestated
arnount including, without limitation, any additional amounts included thereto as a result of a subsequent
amendment(s) to the Agreement, shall be referred to as the -Funds").
The SUBRECIPIENT project budget shall be as follows:
Modifications to the "Budget and Scope" may only be made if approved in advance. Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change in scope.
Fund shifts that exceed 10% ofa cost category and activity shall be made with board approval.
All improvements specified in Section 1. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COT-JNTY and
the Shelter for Abused Women A, Children, Inc.
CDBG (IMS 13-06)
Shelter Improvements and Upgrades Page 3 of 28
(C 3T,
Line Item Description
CDBG
Funds
Project Component
#1- Floorin g
$116,225
Project Component
#2-Equipment Security Office
$ 8,015
Project Component
#3-HVAC
$-32,000
Project Component
#4-Security system at Shelter
$ 16,000
Project Component
#5-Security System Cottages
$ 2,000
Project Component
#6-Environmental
$ 750
TOTAL
$174,990
Modifications to the "Budget and Scope" may only be made if approved in advance. Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change in scope.
Fund shifts that exceed 10% ofa cost category and activity shall be made with board approval.
All improvements specified in Section 1. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COT-JNTY and
the Shelter for Abused Women A, Children, Inc.
CDBG (IMS 13-06)
Shelter Improvements and Upgrades Page 3 of 28
(C 3T,
16011
Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest,
responsive and qualified bidder. Contract administration shall be handled by the SUBRECIPIENT and
monitored by III IVS, which shall have access to all records and documents related to the project.
The County shall reimburse 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. Invoices for work performed are required every month. If no work has been performed during
that month, or ifthe SUBRECIPIENT is not yet prepared to send the required backup, a $0 invoice will be
required. Fxplanations 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. 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 project dellverables and payment schedule.
Deliverable
Payment Schedule
Project Component 9 1-
Submission of monthly invoices oil AIA
Flooring
G702-1992 form or equivalent document.
Final 10% ($11,622.50) released upon
documentation of Flooring complete.
Supporting proof of payment documents
must be provided as backup.
Submission of monthly invoices on AIA
Project Component 42%
Equipment Security Office
G702-1992 form or equivalent document.
Final 10% ($801.50) released upon
documentation of Equipment purchased and I
installed, Supporting proof of payment
documents must be provided as backup.
Project Component #3-
Submission of monthly invoices on AIA
HVAC
G702-1992 form or equivalent document.
Final 10% ($3,200) released upon
documentation of HVAC system upgrades
complete. Supporting proof of'payment
documents must be provided as back up.
Project Component #4
Submission of monthly invoices on AIA
Security System at the Shelter
G702-1992 form or equivalent document.
Final 10% ($1,600) released upon
documentation of Security system upgrades
complete. Supporting proof of payment
documents must be provided as back up.
Project Component 95
Submission of monthly invoices on AIA
Secirrit},, System at Cottages
G702-1992 form or equivalent document.
Final 10% ($200) released upon
documentation of Security system upgrades
complete. Supporting proof of payment
documents Must be provided as back up.
The Shelter Cot AhUsed Women & Children. Inc.
CDF3G WDS 13-06)
shelter Improvements and Upgrades Page 4 of 28
(C- D
Project Component 46
Proof of approved environmental clearance
Environmental
Individuals Served N/A
Proof of a minimum that 1000
persons are served via exhibit
D submitted quarterly
Inventory' Submittal of asset NI/A
inventory for equipment
purchased — submitted I
annually
IV. NOTICES
16011
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: Sandra Marrero, Grants Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
(239)252-2399
sandramarrerw .collicrgov.net
S [A3 R EC I PI 1'. NT ATTENTION: Marci Sanders, Director of Operations
The Shelter for Abused Women & Children, Inc.
2449 Weeks Ave
Naples, Fl- 34142
(239)280-1350
msandersgnapiessheiter.org
V. ADDITIONAL CONDITIONS AND COMPENSATION
The parties acknowledge that the Funds originate from CDBG grant funds from HUD and must be
implemented in full compliance with all of HUD's rules and regulations and any agreement between COUNTY
and lit' 'D governing CDBG funds pertaining to this Agreement. In the event of curtailment or non-production
of said federal funds, the financial sources necessary to continue to pay the SUBRECIPIENT all or any portions
of the funds will not be available. In that event, the COUNTY may terminate this Agreement, which termination
shall be effective as of the date that it is determined by the County Manager or designee, in his-her sole
discretion and judgment, that the Funds are no longer available. In the event of such termination, the
StJJBRECIPIENT agrees that it will not look to, nor seek to hold the COUNTY, nor any individual member of
the County Commissioners and for County Administration, personally liable for the performance of this
Agreement, and the COUNTY shall be released from any further liability to SUBRECIPIENT under the terms
of this Agreement.
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VI. GENERAL CONDITIONS
A. SUBCONTRACTS
16D11
No part of this Agreement may be assigned or subcontracted without the written consent of the
C()t.1NTY., which consent, it'given at all, shall he at the COUNTY's sole discretion and judgment.
B. GENERAI..., COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning Community
Development Block Grants (CDBG)) including subpart K of' these regulations, except that (1) the
SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24 CFR 570.604
and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating the review process
under the provisions of 24 CFR Part 52. The SUBRECIPIENT also agrees to comply with all other applicable
Federal. state and local laws, regulations, and policies governing the funds provided tinder this contract. The
SUBRECIPIENT further agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available.
C. INDEPENDENT CONTRACTOR
Nothinp, contained in this Agreement is intended to, or shall be construed in any manner, as creating or
establishing the relationship ofemployer/eniployee between the parties. The SUBRECIPIENT shall at all times
remain an ``independent contractor" with respect to the services to be performed under this Agreement. Unless
otherwise provided by the Scope of Services, the Grantee shall be exempt from payment of all Unemployment
Compensation, FICA, retirement, life and/or medical insurance and Workers' Compensation Insurance, as the
SUBRECIPIENT is an independent contractor.
D. AMENDMENTS
The COUNTY or SUBRECIPIENT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or SUBRECIPIENT from its
obligations under this Agreement. No amendments to this agreement will be granted ninety (90) days prior to
end date of this agreement.
The COUNTY may, in its discretion, amend this Agreement to conform with Federal, state or local
governmental guidelines, policies and available funding amounts, or for other reasons. If Such amendments
result in a change in the funding, the scope of services, or schedule of the activities to be undertaken as part of
this Agreement, such modifications will be incorporated only by written amendment signed by both Grantee
and SUBRECIPIENT.
Expiration of Agreement: If'thc SUBRECIPIENT does not complete the project within the time
period, the COUNTY Manager or designee may grant a cumulative time extension of no more than 180 days
and modify any subsequent project work plans to reflect the extension. The request must be submitted no later
than ninety (90) days prior to end date of this agreement.
The Shelter for Abused Women & Children, Inc.
CM36 (CDS 13-06)
Shelter Improvements and Upgrades Page 6 of 28
E. INDEMNIFICATION 16011
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and hold
harmless Collier County, its officers, agents and employees from any and all claims, liabilities, damages, losses,
costs, and causes of action which may arise out of an act, omission, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the SUBRECIPIENT or any of its agents, officers, servants, employees, contractors,
patrons, guests, clients, licensees, invitees, or any persons acting under the direction, control, or supervision of
the SUBRECIPIENT in the performance of this Agreement. This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The SUBRECIPIENT shall pay all claims and losses of
any nature whatsoever in connection therewith and shall defend all suits in the name of the COUNTY and shall
pay all costs (including attorney's fees) and judgments which may issue thereon. This Indemnification shall
survive the termination and /or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of'Collier County. The foregoing indemnification shall not constitute a waiver
ol'sovercign immunity beyond the limits set forth in Section 768.28, Florida Statutes.
Z7
1=', GRANTEE RECOGNITION/SPONSORSHIPS
The SUBRECIPIENT agrees that all notices, informational pamphlets, press releases, advertisements,
descriptions of the sponsorships of the Program, research reports and similar public notices prepared and
released by the SUBRECIPIENT for, on behalf of, and./or about the Program shall include the statement:
"FINANCED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
(HUD) AND COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
DEPARTMENT"
and shall appear in the same size letters or type as the name of the SUBRECIPIENT. This design concept is
intended to disseminate key information regarding the development team as well as Equal Housing Opportunity
to the general public. Construction signs shall comply with applicable COUNTY codes.
G. TERMINATION
In accordance with 24 CFR 85.43, the Grantee may suspend or terminate this Agreement if the
S t I BREICIPIENT materially fails to comply with any terms of this Agreement, which include (but are not
limited to), the following;
1. Failure to comply with any of the rules, regulations or provisions referred to herein, or such
statutes, regulations, executive orders, and HUD guidelines, policies or directives as may
become applicable at any time;
Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper manner its
obligations under this Agreement-,
3. Ineffective or improper use of funds provided under this Agreement; or
II he Shelter for Abused Women & Children, inc.
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Shelter finproxernents and Upgrades Page 7 of 28
ll
16011
4. Submission by the SUBRECIPIENT to the Grantee reports that are incorrect or incomplete in
any material respect.
In accordance with 24 CFR 85.44, this Agreement may also be terminated for convenience by either the
Grantee or the SUBRECIPIENT, in whole or in part, by setting forth the reasons for such termination, the
effective date, and, in the case of partial termination, the portion to be terminated. However, if in the case of a
partial termination, the Grantee determines that the remaining portion of the award will not accomplish the
purpose for which the award was made, the Grantee may terminate the award in its entirety.
V11. REVERSION OF ASSETS
In the event of a termination of this Agreement or upon expiration of the Agreement and in addition to
any and all other remedies available to the COUNTY (whether under this Agreement or at law or in equity) the
S[.'BRECIPIl-1'NT shall immediately transfer to the COUNTY any funds on hand at the time of termination (or
expiration) and any accounts receivable attributable to the use of CDBG funds. The COUNTY's receipt of any
funds on hand at the titre of termination shall not waive the COUNTY's right (nor excuse SUBRECEIPIENT's
obllgat'1011) to recoup all or any portion ofthe funds, as the COUNTY may deem necessary.
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole or in
part with CDBG funds (including CT)T3G funds provided to the SUBRECIPIENT in the form of a loan) in
excess of 525.000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section 570.901) until
five (5) years after expiration of the term of this Agreement or for such longer period of time as
determined to be appropriate by the COUNTY and as memorialized by the COUNTY and the
SUBRECIPIENT in an amendment to this Agreement or such instrument as the COUNTY at its
discretion determines appropriate; or
b. If not used in accordance with the above subsection (a) the SUBRECIPIENT shall pay to the
COUNTY an amount equal to the current market value of the property less any portion of the value
attributable to expenditures of non-CDBG funds for the acquisition of or improvements to., the
property. No payment is required after the period of time specified in subsection (a),
Title to equipment acquired by SUBRECIPIENT shall vest with the SUBRECIPIENT, subject to the
conditions outlined in 24 CFR 84.34.
Title to supplies and other expendable property shall vest with the SUBRECIPIENT upon acquisition
subject to the conditions outlined in 24 CFR 84.35.
VIII. INSURANCE
SUBRECIPIENT shall not commence any work and/or services pursuant to this Agreement until all
insurance required under this Section and outlined in Exhibit "A" has been obtained, and carried, at all times
during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
'I'lic Shelter for Abused Women & Children, Inc.
CD136 (CDS 13-00)
I,Oielii'r linpro%ernents and Upgrades Page 8 of` 28
NO
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The SUBRECIPIENT shall maintain sufficient records in accordance with 24 CFR 570.502 and 570.506
to determine compliance with the requirements of this Agreement, the CDBG Program and all other applicable
laws and regulations. This documentation shall include, but not be limited to, the following:
B. DOCUMENTATION AND RECORDKEEPING
All records required by CDRG.
2. All reports, plans, surveys, inforniation. documents, maps, books, records and other data
procedures developed, prepared, assembled, or completed by the SUBRLCIPlENT for the
purpose of this Agreement shall be made available to the COUNTY by the SUBRECIPIENT at
any time upon request by the COUNTY or HHVS. Materials identified in the previous sentence
shall be in accordance with generally accepted accounting principles, procedures and practices,
which sufficiently and properly reflect all revenues and expenditures of funds provided directly
or indirectly by this Agreement, including matching funds and Program Income. These records
shall be maintained to the extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses of
whatever nature for which reimbursement is claimed under the provisions of this Agreement,
Upon completion of all work contemplated under this Agreement copies of all documents and
records relating to this Agreement shall be surrendered to HHVS if requested. In any event the
SUBRECIPIENT shall keep all documents and records in an orderly fashion in a readily
accessible, permanent and secured location for four (4) years after expiration of this Agreement
,,vitli the following exception: if any litigation, claim or audit is started before the expiration date
Of the four (4) year period, the records will be maintained until all litigation, claim or audit
findings involving these records are resolved. The COUNTY shall be informed in writing if an
agency ceases to exist after closeout of this Agreement of the address where the records are to be
kept as outlined in 24 CFR 85.42.
4. The SUBRECIPIENT shall maintain records showing compliance with the Davis-Bacon Law,
including files containing contractor payrolls, employee interviews, Davis-Bacon wage rates, and
administrative cross-referencing. SUBRECIPIENT shall maintain records showing contractor
compliance with the Contract Work Hours and Work Safety Law. Similarly, the
SUBRECIPIENT shall maintain records showing compliance with federal purchasing
requirements and with other federal requirements for grant implementation.
5. The SUBRECIPIENT will be responsible for the creation and maintenance of income eligible
tiles on clients served and documentation that all households are eligible under HUD Income
(;guidelines. The SUBRECIPIENT agrees that HHVS shall be the final arbiter on the
SUBRECIPIENT's compliance.
6. The SUBRECIPIENT shall document how the National Objective(s) as defined in 24 CFR
570.208 and the eligibility requirement(s) under which funding has been received, have been
met. These also include special requirements such as necessary and appropriate determinations
as defined in 24 CFR 570.209, income certification, and written Agreements with beneficiaries,
where applicable.
C. REPORT'S AND LVALUATIONS (MONITORING)
I he Shelter lor Abused Women & Children, hic,
( DBG (C-DS 13-06)
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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 tenn. SUBRECIPIENT shall submit quarterly progress reports to the COUNTY on the 15'h
(lay of January, April, Jul), and October respectively for the prior quarter period end. As part of the report
submitted in October, the SUBRECIPIENT also agrees to include, a comprehensive final report covering the
agreed -upon Program objectives, activities and expenditures and including, but not limited to, performance data
on client feedback with respect to the goals and objectives set forth in Exhibit "D". Exhibit "D" contains an
example reporting form to be used in fulfillment of this requirement. 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 lice of an on-site visit. The continuation of this Agreement is dependent upon
satisfactory evaluations. The SUBRECIPIENT shall, upon the request of IIIIVS, submit information and status
reports required by HHVS or HUD to enable IIIIVS to evaluate said progress and to allow for completion of
reports required, The SUBRECIPIENT` shall allow HHVS or HUD to monitor the SUBRECIPIENT on site.
Such site visits may be scheduled or unscheduled as determined by HHVS or HUD.
D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND HUD
REQUIRLMENTS
The SUBRECIPIENT agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available for specified activities,
F. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase order or
by a written contract and in conformity with the thresholds of Collier County Purchasing Policy.
Purchasing Threshold
Dollar Range (S)
Under $3K
Above $3 K to $ I OK
Above $I OK to S50K
! Above $50K
The Shelter for Abused Women & Children, Inc,
CDBG (CDs 13-06)
shelter Improvements and Upgrades Page 10 of 28
1 Written
3 Written
3 Written
Request for Proposal (R,FP)
Invitation for Bid (11`13)
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AUDITS AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and/or its representatives) may
decrn necessary, the SUBR-12CIPIENT shall make available all records, documentation and any other data
by
relating to all matters covered the Agreement for review, inspection or audit.
Z, I
G. PROGRAM-GENERATED INCOME
Any *'Program Income" (as such term is defined under applicable Federal regulations) gained from any
activity of the SUBRECIPIENT funded by CDBG funds shall be reported to the COUNTY, utilized by the
SUBRECIPIENT and shall be in compliance with 24 CFR 570.504(c) in the operation of the Program.
11, GRANT CLOSEOUT PROCEDURES
StJBRECIPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final payments,
disposing of program assets (including the return of all unused materials, equipment, unspent cash advances,
program income balances, and receivable accounts to the COUNTY), and determining the custodianship of
records. In addition to the records retention outlined in Section X.B.3, the SUBRECIPIENT shall comply with
Section 119.021 Florida Statutes regarding records maintenance, preservation and retention.
X. OTHER PROGRAM REQUIREMENTS
A. OPPORTITNITIES FOR RESIDENTS AND CIVIL. RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall be excluded from the benefits of, or be subjected to,
discrimination under any activity carried out by the performance of this Agreement on the basis of race, color,
disability, national origin, religion, age, familial status, or sex. Upon receipt of evidence of such discrimination,
the COt1NTY shall have the right to ten-ninate this Agreement.
To the greatest extent feasible, lower-income residents of the project areas shall be given opportunities
for training and employment; and to the greatest feasible extent eligible business concerns located in or owned
in Substantial part by persons residing in the project areas shall be awarded contracts in connection with the
project. The SUBRECIPIENT shall comply with Section 3 of the Housing and Community Development Act of
1968,
B. OPPORTUNITIES FOR SMALL AND MINORITY/WOMEN-OWNED BUSINESS
LNTLRPRISES
The SUBRECIPIENT will use its best efforts to afford small businesses, minority business enterprises,
and women's business enterprises the maximurn practicable opportunity to participate in the performance of this
contract. As used in this contract, the terms "small business" means a business that meets the criteria set forth in
section 3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "minority and women's business
enterprise" means a business at least fifty -one (5 1 ) percent owned and controlled by minority group members or
women. For the purpose of this definition, "minority group members" are Afro-Americans, Spanish-speaking,
Spanish surnamed or Spanish-heritage Americans, Asian-Americans, and American Indians. The
he Shc1ter tor Abused Women & Children, kic.
(1)[36 (CDS 13-06)
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SUBRECIPIENT may rely on written representations by businesses regarding their status as minority and
female business enterprises in lieu of an independent investigation.
C. PROGRAM BENEFICIARIES
At least fifty-one percent (5 1 %) of the beneficiaries of a project funded through this Agreement must be
low- and moderate- income persons. If the project is located in an entitlement city, as defined by HUD, or
serves beneficiaries countywide, more than thirty percent (30%) of the beneficiaries directly assisted under this
Agreement must reside in unincorporated Collier County or in municipalities participating in the County's
Urban County Qualification Program.
D. AFFIRMATIVE ACTION PLAN
The SUBRECIPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
Executive Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action guidelines to
the SUBRECIPIENT to assist in the formulation of such program. The SUBRECIPIENT shall submit a plan for
an Affirmative Action Program for approval prior to the award of funds.
1.1, CONFLICT OF INTEREST
The SUBRECIPIENT covenants that no person under its employ who presently exercises any ftmctions
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 HIJVS 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.
XI. CONDITIONS FOR RELIGIOUS ORGANIZATIONS '
CDBG funds may be used by religious organizations or on property owned by religious organizations
only in accordance with requirements set in Section 24 CFR 570.200(i). The SUBRECIPIENT shall comply
with First Amendment Church/State principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of religion
and will not limit employment or give preference in employment to persons on the basis of religion
b. It will not discriminate against any person applying for public services on the basis of religion and
wIII not limit such services or give preference to persons on the basis of religion
c. It will retain its independence from Federal, State and local governments and may continue to carry
out its mission, including the definition, practice and expression of its religious beliefs, provided that
it does not use direct CDBG funds to support any inherently religious activities, such as worship,
rcli,-Yious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to the
extent that those structures are used for inherently religious activities. Where a structure is used for
The Shelter I'm Abused Women & Children, Inc.
CD14G, (CDS 13-06)
Shelter Improvements and Upgrades Page 12 of 28
16011
both eligible and inherently religious activities, CDBG funds may not exceed the cost of those
portions of the acquisition, construction or rehabilitation that are attributable to eligible activities in
accordance with the cost accounting requirements applicable to CDBG funds in this part.
Sanctuaries, chapels, or other rooms that a CDBG funded religious congregation uses as its principal
place of worship, however, are ineligible for CDBG funded improvements.
XIL SEVERABILITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a
determination shall not affect the validity or enforceability of any other section or part thereof.
(Signature Page to follow)
The Shelter for Abused Women & Children. Inc.
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IN WITNESS WHEREOF, the Sub recipient and tilt; County. have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on this 14th day of May, 2013,
A' 1 I t S
Dk�i' Al'I E H'Rdj�K,:ULFRK
MIktii
r on'
l.)ateds'_ _ --
(S .AI.)
BOARD OF COUNp
COUNTY. FLORIFJA '
S
GEORGIA A
M19SIONERS OF COLLIER
Q., CHAIRWOMAN
THE SHELTER FOR ABUSED IA OMEN & CHILDREN, INC.
By:
Linda Oberhaus
Linda Obcrhaus. Executive Director
Approved as to form and legal sufficiency:
Jennifer . White, Assistant County Attorney
the Shelter for Abused Women K Children, Inc.
C -DBG ((•I)S 13 -06)
Shelter Imprm ements and Upgrades Page 14 of 28
16011
EXHIBIT "A"
INSURANCE REQUIREMENTS
The SUBRECIPIENT shall furnish to Collier County. c/o Housing, Human and Veteran Services
Department, 33339 E. Tamiami 'Frail, Suite 211, Naples, Florida 34112, Certificate(s) of Insurance evidencing
insurance coverage that meets the requirements as outlined below:
I . Workers' Compensation as required by Chapter 440, Florida Statutes.
2. Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
I Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage, Collier County shall be named as an additional
insured.
DESIGN STAGE (IF APPLICABLE)
In addition to the insurance required in I — 3 above, a Certificate of Insurance must be provided as
follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed design
professional employed by the SUBRECIPIENT in an amount not less than $1,000,000 per
occurrence5 1,000,000 aggregate providing for all sums which the SUBRECIPIENT and/or the
design professional shall become legally obligated to pay as damages for claims arising out of
the services performed by the SUBRECIPIENT or any person employed by the
SUBRECIPIENT in connection with this contract. This insurance shall be maintained for a
period of two (2) years after the certificate of Occupancy is issued. Collier County shall be
named as an additional insured.
CONSTRUCTION PHASE (IF APPLICABLE)
In addition to the insurance required in I — 4 above, the SUBRECIPEINT shall provide or cause its
Subcontractors to provide original certificates indicating the following types of insurance coverage prior to any
construction:
5. Completed Value Builder's Risk Insurance on an "All Risk" basis in an amount not less than one
hundred (100%) percent of the insurable value of the building(s) or structure(s). The policy shall
be in the name of Collier County and the SUBRECIPIENT.
6. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C.
4001), the Subrecipient shall assure that for activities located in an area identified by the Federal
Emergency Management Agency (FEMA) as having special flood hazards, flood insurance
under the National Flood Insurance Program is obtained and maintained as a condition of
financial assistance for acquisition or construction purposes (including rehabilitation),
The Shelter for Abused Women & Children, Inc,
CDBG (CDS 13-06)
Shelter Improvements and upgrades Page 15 of 28
C11)
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OPERATION/MANAGENJENT PRASE (IF APPLICABLE)
After the Construction Phase is completed and occupancy begins, the following insurance must be kept
in force throw hout the duration of the loan and/or contract:
C
7. Workers' Compensation as required by Chapter 440, Florida Statutes.
8. Commercial General Liability including products and completed operations insurance in the
amount of $ 1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in
connection with this contract in an amount not less that $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County as an additional insured.
10, Property Insurance coverage on an "All Risk" basis in an amount not less than one hundred
(100%) of the replacement cost of the property. Collier County must be shown as a Loss payee
with respect to this coverage A.T.I.M,A.
11, Flood Insurance coverage for those properties found to be within a flood hazard zone for the full
replacement values of the structure(s) or the maximum amount of coverage available through the
National Flood Insurance Program (NFIP), The policy must show Collier County as a Loss
Payee A.T.I.M.A.
The Shelter for Abused Women & Children, Inc.
CIA36 (CDS 13-06)
Shelter Improvements and Upgrades Page 16 of 28
EXHIBIT 461311 16011
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION 1: REOUEST FOR PAYMENT
Sub recipient Name: The Shelter for Abused Women & Children, Inc.
Sub recipient Address: 2635 Weeks Ave, Naples, FL 34112
Project Name: Shelter Improvements & Upgrades
Project No: CDS13-06 Payment Request
Dollar Amount Requested: $
SECTION 11: 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. Current Grant Balance (Initial Grant Amount Awarded
Less Sum of all requests)
$174,990
I certify that this request for payment has been drawn in accordance with the terns and conditions of the
Agreement between the COUNTY and us, as the SUBRECfPIENT. I also certify that the amount of the
Request for Payment is not in excess of current needs.
Signature Date
Title
Authorizing Grant Coordinator
Supervisor—
Dept Director
(approval authority under $14,999)
(approval required $15,000 and above)
The Shelter for AbLIWd Women & Children. Inc.
CD130 (COS 13-06)
Shelter IniproN ements and Upgrades Page 17 of'28
16011
EXHIBIT "C"
RELEASE AND AFFIDAVIT FORM
CONSTRUCTION ONLY
The SUBRECIPIENT certifies for itself and its contractors that all charges for labor, materials, supplies,
lands, licenses and other expenses for which COUNTY might be Sued or for which a lien or a demand against
any payment bond might be filed., have been satisfied and paid. This document is in compliance with Florida
Statutes Chapter 713,02 Part I – Waiver or Release ol'Liens
This Release and Affidavit is given in connection with the SUBRECIPIENT's (morithly/rinal) Request
I'or Payment.
Witness:
Ry
Print name and title
STATE OF
COUNTY j NTY 0 1 �
The Shelter for Abused Women & Children, Inc.
191M
ITS: Executive Director
---- ........ .... . .. . . ... ... - ------ --
DATE:
I'hc foregoing instrument was acknowledged before me this --_ day of —, 20__, by
as of
A Choose Not-For-Profit, or Corporation or Municipality on behalf of
Choose Not-For-Profit, Corporation or Municipality . He/She is personally known to me OR has
produced as identification and who did (did not) take an oath.
My Commission Expires:
Name:
(Signature)
(Legibly Printed)
(AFFIX OFFICIAL SEAL) Notary Public, State of:
Commission No.:
The Shelter for ,Abused Women & Children. Inc,
CD136 (CL)S 13-06)
Shelter Improvements and Upgrades Page 18 of 28
"D" 16
01
1
EXHIBIT
QUARTERLY PROGRESS REPORT
Sub-recipients: Please fill in the following shaded areas of the report
Program Contact: ,,Marti san rs
Telephone Number: (239)280-1350
*REPORT FOR QUARTER ENDING: (check one that applies to the
corresponding grant period):
El
7/31113 10/31113
Please take note: Each quarterly report needs to include cumulative data beginning from the start of the agreement date of May 14, 2013.
Please list the outcome goats) from your approved application & sub - recipient agreement and Indicate your progress In meeting those
1. goals since May 14, 2013.
B. Goal Progress: Indicate the progress to date in meeting each outcome goal.
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Is this project still In compliance with the original project schedule? If more than 2 months behind schedule, must submit a new timeline
2.
for approval.
n
Yes
No
If no, explain:
3.
Since May 14, 2013, of the persons
assisted, how many....
...now have new access (continuing) to this service or benefit?
b.
. I I 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 this period I program year?
Section 108 Loan Guarantee
HOPVVA
$
Other Consolidated Plan Funds
CDBG
Other Federal Funds
ESG
State Local Funds
HOME
w.
Total
Entitlement
$
Total Other Funds Funds
]'he Shelter lbr Abused Women & Children, Inc.
(A)BG (CDS 13-06)
Slicker Improvements and Upgrades Page 20 of'28
EXHIBIT "'W"
6. lWhat Is the total number of UNDUPLICATED clients served this quarter, If applicable?
a. Total No of adult females served Total No of tern ales served under 18 0
b, Total No of adult males served fl Total No of mates served under 18 9
TOTAL: 0 TOTAL: 0
C. Total No of tam iles served Q Tole! No of female head of household! :-'-0
6. lWhat Is the total number of UNDUPLICATED clients served #lnzpQcIober, N applicable?
Name
Title.
The Shelter for Abused Women & Children, Inc.
(DW3 (C'DS 13-06)
Shelter Improvements and Upgrades Page 21 of 28
Signature. Your, typed name R—m repres9n7s your eRTF—onic
Signature
16011
a. Total number of adult females served
0
Total num tier of females served under 18
b, Total number of, aduh males served
0
total number Of males served under 18 0
TOTAL:
0
TOTAL: 0
c. Total No of families servec,
0
Total No of tamale head of no-,serfold 0
Complete EITHER question N7 OR #8. Complete question
!7 if your program only serves clients in one or more of the listed HUD Presumed
Benefit categories Complete question #§ 0 any citent
in your
program does not fall into a Presumed Benefit category.
DO
NOT COMPLETE BOTH QUESTION 7 AND 8.
7. JPRESUMED BENEFICIARY DATA
8. OTHER BENEFICIARY 0AT*fKC0:M9 RMGE
Indicate the total number of ijAtQUF-LEAjEa
persons served since October I who fall into
Indicate the total number of UIVDUPLICA persons
each presumed benefit category
(the total
served since October 1 who fall Into each Income
category (the total should equal the total in question Ill
snould equal the 10(ai in question #6):
Report as:
Report as:
0 Abused Children
0 Extremelylowincoms(0,309/6)
0 Homeless Person
0 Lowncome(31-50%)
0 Battered Spouses
0 Moderate income (51-80%)
0 Persons wl HrVIAJOS
0 Above Moderate Income (>80%)
0 Elderly Persons
0 veterans
0 Chron'Callyl Mentally it
0 P",caty Disabled Adurls
0 Other Youth
TOTAL: 0
TOTAL: 0
9, 1 Racial& Ethnic Data:
if applicable)
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/Africar)Amei-ican
; 0„--
0 of whom, now many are Hispanic?
Asian
0 of whom, raw many are Hispanic?
American lnclianlAlaska Native
0
0 of whom how many are Hispanic?
Native 1-1—wian.10the, Pac4,c Islander
0
O. of whom, how many are Hispsn,0
American IndiarvAlaskan Native & White
0
of whom, how many are Hispanic?
B!ac4Afncan American & White
0
0 of whom, how marry are Hispanic?
Air IndiardAlaska Native & Black/African Am
0
0 of whom, how many are Hispanic?
Other Multi-racial
0
0 of whom. how many are Hispanic?
Other
0
0 of whom how many are Hispanic)
TOTAL:
0
0 TOTAL HISPANIC
Name
Title.
The Shelter for Abused Women & Children, Inc.
(DW3 (C'DS 13-06)
Shelter Improvements and Upgrades Page 21 of 28
Signature. Your, typed name R—m repres9n7s your eRTF—onic
Signature
16011
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EX141BIT "E"
ANNUAL AUDIT MONITORING REPORT
OMB Circular A -133 Audits of States, Local Governments, and Non-Proft I Organizations requires the Collier
County Housing, Human and Veterans Services Department to monitor our sub recipients of federal awards
and determine whether they have met the audit requirements of the circular and whether they are in
compliance with federal laws and regulations. Accordingly, we are requiring that you check one of the
following, provide all appropriate documentation regarding your organization's compliance with the audit
requirements, sign and date this form.
Sub recipient
The Shelter for Abused Women &
Fiscal Year
Name
Children,lnc.
Period
Total State Financial Assistance Expended during
$
!,-most recently completed Fiscal Year
Total Federal Financial Assistance Expended during most
$
recently completed Fiscal Year
Check Appropriate Boxes
We have exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending
❑ as indicated above and have completed our Circular A-133 audit. A copy of the audit report
and management letter is attached.
We exceeded the $500,000 federal/state expenditure threshold for our fiscal year ending as
❑ indicated above and expect to complete our Circular A -133 audit by Within
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
We are not subject to the requirements of OMB Circular A -133 because we:
❑ Did not exceed the $500,000 federal/state expenditure threshold for the fiscal year
indicated above
❑ Are a for-profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and if applicable, the independent auditor's
management letter.
T ine responses ano corrective action plan.)
Certification Statement
I I hereby certify that the above information is true and accurate,
Signature ________7_Da_te
Print Name and Title
The Shelter for Abused Women & Children. Inc.
C*f)Fl(; WDS 13-06)
Shelter lunproNements and Upgrades Page 22 of 28
EXHIBIT 'IF"
LOCAL AND FEDERAL RULES, REGULATIONS AND LAWS
16011
24 CFR 570, as amended - The regulations governing the expenditure of Community Development Block
Grant (CDBG) funds,
1 24 CFR 58 - The regulations prescribing the Environmental Review procedure,
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of 1974 as
amended
4. Title VI of the Civil Rights Act of'1964 as amended, Title VIII of the Civil Rights Act of 1968 as amended
5. 24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which prohibits
discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ("Equal Employment Opportunity"), as amended by Executive Orders 11375 and
12086 - which establishes hiring goals for minorities and women on projects assisted with federal funds and
as supplemented in Department of Labor regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of 1972, 42
1 1SC § 2000e, el. seq. The SUBRECIPIENT will, in all solicitations or advertisements for employees placed
by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or Affirmative Action
employer.
mplover.
8. 24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban Development Act
of 1968. as amended. Compliance with the provisions of Section 3 of the I-IUD Act of 1968, as amended,
and as implemented by the regulations set forth in 24 CFR 135, and all applicable rules and orders issued
hereunder prior to the execution of this contract, shall be a condition of' the Federal financial assistance
provided Linder this contract and binding upon the COUNTY, the SUBRECIPIENT and any of the
SU'13RE.C1P1FN"Fs Sub- recipients and subcontractors. Failure to fulfill these requirements shall subject the
COUNTY, the SUBRECIP11"NI'and any of the SUBRECIPIENT's Sub-recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal assistance is
provided. The SUBRECIPIFNT certifies and agrees that no contractual or other disability exists that would
prevent compliance with these requirements.
The SUBRECIPIENT further agrees to comply with these **Section 3" requirements and to include the
following, language in all subcontracts executed Linder this Agreement:
"The work to be performed under this Agreement is a project assisted under a program
providing direct Federal financial assistance from HUD and is subject to the
requirements of Section 3 of the Housing and Urban Development Act of 1968, as
amended (12 U.S.C. 1701). Section 3 requires that to the greatest extent feasible
opportunities for training and employment be given to low- and very low - income
residents of the project area, and that contracts for work in connection with the project
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be awarded to business concerns that provide economic opportunities for low- and very
low-income persons residing in the metropolitan area in which the project is located,"
The SUBRECIPIENT further agrees to ensure that opportunities for training and employment arising in
connection with a housing rehabilitation (including reduction and abatement of lead-based paint
hazards), housing construction, or other public construction project are given to low- and very low-
income persons residing within the metropolitan area in which the CDBG-funded project is located,
where feasible, priority should be given to low- and very low-income persons within the service area of
the project or the neighborhood in which the project is located, and to low- and very low-income
participants in other HUD programs; and award contracts for work undertaken in connection with a
housing rehabilitation (including reduction and abatement of lead-based paint hazards), housing
construction, or other public construction project to business concerns that provide economic
opportunities for low- and very low-income persons residing within the metropolitan area in which the
CD13G-funded project is located, where feasible, priority should be given to business concerns that
provide economic opportunities to low- and very low-income residents within the service area or the
neighborhood in which the project is located, and to low- and very low-income participants in other
IIIJ D programs,
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity exists that would
prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended by
Executive Orders 11 375, 11478, 12107 and 12086,
10. Contract Work Hours and Safety Standards Act, 40 t JSC 327-332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K,
II The Americans with Disabilities Act of1990
13. Uniform Relocation Assistance and Rcal Property Acquisition Policies Act of 1970, as amended.
14, 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use of
apprentices and trainees on federally assisted projects as mandated by the Davis-Bacon Act. HUD Form
4010 must he included in all construction contracts funded by CDBG. (See 42 USC 276a and 24 CFR
135.1 1 (c)) ,
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in federally assisted
projects,
16. 1 xectitive Order 11625 and U.S. Department of Flousing and Urban Development Circular Letter 79-45 -
which prescribes goal percentages for participation of minority businesses in Community Development
Block Grant Contracts,
17, The SUBRECIPIENT agrees to comply with the non-discrimination in employment and contracting
opportunities laws, regulations, and executive orders referenced in 24 CFR 570.607, as revised by Executive
Order 13279, The applicable non - discrimination provisions in Section 109 of the HCDA are still applicable.
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18. Public Law 100-430 - the Fair Housing Amendments Act of 1988.
19. 24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non-Profit Organizations and specified by the following subsections:
Subpart A — General;
Subpart B — Pre-Award Requirements, except for 84.12, Forms for Applying for Federal Assistance;
Subpart C — Post-Award Requirements, except for:
• Section 84.22, Payment Requirements- Grantees shall follow the standards of 85.20(b)(7)
and 85.21 in making payments to SUBRECIPIEN*Ys;
• Section 84.23, Cost Sharing and Matching;
• Section 84.24, Program Income — in lieu of 84.24 CDBG SUBRECIPIENTs shall follow
570.504;
• Section 84,25, Revision of Budget and Program Plans;
• Section 84.32, Real Property — In lieu of 84,32, CDBG SUBRECIPIENTs shall follow
570.505;
• Section 84.34(8), Equipment — In lieu of the disposition provisions of 84.34(8) the following
applies:
• In all cases in which equipment is sold, the proceeds shall be program income (pro-
rated to reflect the extent to which CDBG funds were used to acquire the equipment),
and
■ Equipment not needed by the SUBRECIPIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
• Section 84.35, Supplies and other Expendable Property
• Section 84.5 1 (b), (c), (d), (e), (f) and (h), Monitoring and Reporting Program Performance;
• Section 84.52, Financial Reporting;
• Section 84,53(b), Retention and Access Requirements for Records. Section 84.53(b) applies
with the following exceptions:
■ The retention period referenced in 84.53(b) pertaining to individual CDBG activities
shall be four years; and
■ The retention period starts from the date of submission of the annual performance and
evaluation report, as prescribed in 24 CFR 91.520, in which the specific activity is
reported on for the final time rather than from the date of submission of the final
expenditure report for the award;
• Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG SUBRECIPIENTs
shall comply with 570.503(b)(7); and
Subpart D - After -the -Award Requirements — except for 84.71, Closeout Procedures
20. 24 CFR 85 - Administrative Requirements for Grants and Agreements to State and Local Governments shall
be followed for sub recipients that are governmental entities,
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations relating
thereto. Failure by the SUBRECIPIENTto comply with the laws referenced herein shall constitute a breach
of this agreement, and the County shall have the discretion to unilaterally terminate this agreement
immediately.
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22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give, either directly
or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part 111, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and
County Administrative Procedure 5311,
23, Order of Precedence - In the event of any conflict between or among the terms of any of the Contract
Documents. the terms of the Agreement shall take precedence over the terms of all other Contract
Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement. To
the extent any conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, it' any, or the Agreement, the conflict shall be resolved by imposing the more
strict or costly obligation under the Contract Documents upon the Contractor at Owner's discretion.
24, Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement to
resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes
by negotiation. Any situations when negotiations, litigation and/or mediation shall be attended by
representatives of SUBRECIPIENT with full decision-making authority and by COUNTY'S staff person
who would make the presentation of , any settlement reached during negotiations to COUNTY for approval,
Failing resolution, and prior to the commencement of depositions in any litigation between the parties
arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed-upon Circuit Court Mediator certified by the State of Florida. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring mediation under §
44.102, Florida Statutes. The litigation arising out of this Agreement shall be Collier County, Florida, if in
state court and the US District Court, 201h Judicial Court of Florida, if in federal court. BY ENTERING
INTO THIS AGREEMENT, COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE
ANY RIGI-ITS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION
RELATED -1-0, OR ARISING OUT OF, THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 1251, et seq,, as amended.
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002 and 24
CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an area identified
by FE%MA as having special flood hazards, flood insurance under the National Flood Insurance Program is
obtained and maintained. If appropriate, a letter of map amendment (LOMA) may be obtained from FEMA,
which would satisfy this requirement and/or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with assistance
provided under this contract shall be subject to I-IUD Lead-Based Paint Poisoning Prevention Act found at
24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth in the National
I listoric Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set forth in 36 CFR Part
800, Advisory Council on Historic Preservation Procedures for Protection of Historic Properties, insofar as
they apply to the performance of this agreement.
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In general, this requires concurrence from the State Historic Preservation Officer for all rehabilitation and
demolition of historic properties that are fifty years old or older or that are included on a federal, state or
local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug-free workplaces in accordance with the Drug-
Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECTPIF'N'T certifies that neither it, nor its principals, is presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal Department or agency-, and, that the SUBRECIPIENT shall not knowingly enter into any lower tier
contract, or other covered transaction, with a person who is similarly debarred or suspended from
participating in this covered transaction as outlined in 24 CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever
agrees to adhere to the accounting principles and procedures required therein, utilize
controls, and maintain necessary source documentation for all costs incurred.
States. local governments. and Indian Tribes follow:
• A-87 for Cost Principles
• A -102 for Administrative Requirements
Educational Institutions - ,(e�ycn if part of a State or local government) follow:
• A-21 for Cost Principles
• A- 110 for Administrative Requirements
Non-Profit Organizations follow:
• A -122 for Cost Principles
• A -110 for Administrative Requirements
is applicable, and
adequate internal
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty (180) days
after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall comply with the
requirements and standards of OMB A-133, Audits of States, Local Governments, and Non - Profit
Organizations. If this Agreement is closed out prior to the receipt of an audit report, the COUNTY reserves
the right to recover any disallowed costs identified in an audit after such closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects stated
herein, and approved by the COUNTY in accordance with the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 and 49 CFR 24.101, shall be subject to the provisions of CDBG
including, but not limited to, the provisions on use and disposition of property. Any real property within the
SUBRECIPIENT control, which is acquired or improved in whole or part with CDBG funds in excess of
$25.000, must adhere to the CDBG Regulations at 24 CFR 570.505.
34. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors and
consultants who will perform hereunder, have not been placed on the convicted vendor list maintained by
the State of Florida Department of Management Services within the 36 months immediately preceding the
date hereof. This notice is required by § 287.133 (3) (a), Florida Statutes.
35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of Member of Congress in connection with
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the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award documents
for all sub-awards at all tiers (including subcontracts, sub-grants, contracts under grants, loans, and
cooperative agreements) and that all SUBRECIPIENTS shall certify and disclose accordingly.
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per them rates in
effect at the time of travel.
37. Any rule or regulation determined to be applicable by HUD.
38. Florida Statutes 713.20, Part 1, Construction Liens
19. Florida Statutes, 119.021 Records Retention
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Grant # - B- 11 -UC -12 -0016
CFDA/CSFA# - 14.218
Subrecipient — Immokalee Non - Profit
Housing, Inc. d /b /a Immokalee Housing
& Family Services
DUNS # - 849855549
FETI # - 59- 2716833
FY END -12 -31
Monitoring Deadline 9 -30 -18
AGREEMENT BETWEEN COLLIER COUNTY
AND
IMMOKALEE NON - PROFIT HOUSING, INC. d /b /a IMMOKALEE HOUSING & FAMILY
SERVICES
TIMBER RIDGE (CARL J. KUEHNER) COMMUNITY CENTER UPGRADES
THIS AGREEMENT is made and entered into this 14th day of May 2013, by and between Collier
County, a political subdivision of the State of Florida, ( "COUNTY ") having its principal address as 3339 E.
Tamiami Trail, Naples FL 34112, and the "Immokalee Non - Profit Housing, Inc. d/b /a Immokalee Housing
& Family Services ", a private not - for - profit corporation existing under the laws of the State of Florida,
having its principal office at 2449 Sanders Pines Circle, Immokalee, FL 34142.
WHEREAS, the COUNTY is an entitlement County of the United States Department of Housing and
Urban Development (HUD) grant program Community Development Block Grant Program funds and the
COUNTY expects to continue to receive entitlement funds from these grant programs to operate the
COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and moderate income persons and neighborhoods and to alternatively use Community
Development Block Grant (CDBG) funds for: slum or blight treatment or for an urgent community need; to
improve the quality of life in Collier County by providing infrastructure improvements, public facilities, and
other activities which are related to neighborhood/community improvements; to improve the condition of life
for persons who require physical access or other services that meet their individual needs; and to provide for
long range community improvements by assessing current conditions and planning long range improvement
programs as described in the Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residents; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier County
Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning
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the preparation of various Annual Action Plans, the County advertised a substantial amendment on March 14,
2013 with a 30 -day citizen comment period from March 14, 2013 through April 15, 2013; and
WHEREAS, on May 14, 2013 the COUNTY approved substantial amendments to various year's
Annual Action Plans providing CDBG funds in the amount of $18,250 to Immokalee Non - Profit Housing,
Inc. d /b /a Immokalee Housing & Family Services for Community Center Upgrades located at 2726
Wilton Court, Immokalee, Fl 34142; and
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is agreed by the
Parties as follows:
I. SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing CDBG funds, as determined by Collier County Housing, Human and
Veteran Services (HHVS), perform the tasks necessary to conduct the program outlined as follows:
The FY 2011 -2012 Amended Annual Action Plan provides for rehabilitation
upgrades to the Timber Ridge Community Center.
Project component #l: Community Center- consisting of the purchase, replacement,
installation, disposal, and shipping costs of recovering 8 deteriorating exterior
awnings.
Project Component #2: The purchase, replacement, installation, disposal and
shipping costs of playground equipment including garden benches and picnic tables
not to exceed 2 of each; 1 tetherball, 1 sandbox and cover; 1 seesaw, 1 climber, art
easels not to exceed 4 and 1 installed playground border as required by the
Department of Children and Families (DCF).
Project Component #3: The purchase, replacement, installation, disposal and
shipping costs of multifamily mailboxes not to exceed 3.
Specifically, improvements identified for funding are outlined in the budget in
Section 111.
The detailed project scope will be contained in the schedule of values awarded. The
project's invoices will include details sufficient to document the number, amount
and costs associated with all activities for payment.
All activities funded with CDBG funds must meet one of the CDBG program's National Objectives:
benefit low- and moderate - income persons; aid in the prevention or elimination of slums or blight; or meet
community development needs having a particular urgency, as defined in 24 CFR 570.208
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11. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14th day of May, 2013 and end on the 31st day of
October, 2013. 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 CDBG funds or other
CDBG assets, including program income.
111. AGREEMENT AMOUNT
The COUNTY agrees to make available EIGHTEEN THOUSAND TWO HUNDRED AND FIFTY
DOLLARS ($18,250) for the use by the SUBRECIPIENT for TIMBER RIDGE, (CARL J. KUEHNER)
COMMUNITY CENTER UPGRADES during the Term of the Agreement (hereinafter, the aforestated amount
including, without limitation, any additional amounts included thereto as a result of a subsequent amendment(s)
to the Agreement, shall be referred to as the "Funds "). The SUBRECIPIENT project budget shall be as follows:
Modifications to the "Budget and Scope" may only be made if approved in advance. Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change in scope.
Fund shifts that exceed 10% of a cost category and activity shall be made with board approval.
All improvements specified in Section I. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COUNTY and
Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest,
responsive and qualified bidder. Contract administration shall be handled by the SUBRECIPIENT and
monitored by HHVS, which shall have access to all records and documents related to the project.
The County shall reimburse 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. 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 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."
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Line Item Description
CDBG
Funds
Project Component
#1- Community Center - Recover awnings
$6,925
Project Component
#2-Playground equipment
$8,215
Project Component
#3- Mailboxes
$3,110
TOTAL
$187250
Modifications to the "Budget and Scope" may only be made if approved in advance. Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change in scope.
Fund shifts that exceed 10% of a cost category and activity shall be made with board approval.
All improvements specified in Section I. Scope of Services shall be performed by SUBRECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COUNTY and
Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest,
responsive and qualified bidder. Contract administration shall be handled by the SUBRECIPIENT and
monitored by HHVS, which shall have access to all records and documents related to the project.
The County shall reimburse 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. 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 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."
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The following table details the project deliverables and payment schedule.
Deliverable
Payment Schedule
Project Component #1-
Submission of monthly invoices on AIA
Community Center - Recover 8
G702 -1992 form or equivalent document.
awnings
Final 10% (692.50) released upon
documentation of awning upgrade
completed. Supporting documents must be
provided as back up.
Project Component #2-
Submission of monthly invoices on AIA
Playground equipment
G702 -1992 form or equivalent document.
Final 10% ($821.50) released upon
documentation of playground upgrade
completed. Supporting documents must be
provided as back up.
Project Component #3-
Submission of monthly invoices on AIA
Mailboxes
G702 -1992 form or equivalent document.
Final 10% ($311.00) released upon
documentation of Mailboxes installed and
complete. Supporting documents must be
provided as back up.
Individuals Served
Proof that a minimum of 300
N/A
individuals have been served
via exhibit D
Inventory
Submittal of asset inventory
N/A
for equipment purchased
annually
IV. NOTICES
16D11
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: Sandra Marrero, Grant Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
(239)252 -2399
sandramarrero @colliergov.net
SUBRECIPIENT ATTENTION: Susan Golden, Executive Director
Immokalee Non -Profit Housing, Inc.
d/b /a
Immokalee Housing & Family Services
Immokaiee Non - Profit Housing, Inc.
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V. ADDITIONAL CONDITIONS AND COMPENSATION
The parties acknowledge that the Funds originate from CDBG grant funds from HUD and must be
implemented in full compliance with all of HUD's rules and regulations and any agreement between COUNTY
and HUD governing CDBG funds pertaining to this Agreement. In the event of curtailment or non - production
of said federal funds, the financial sources necessary to continue to pay the SUBRECIPIENT all or any portions
of the funds will not be available. In that event, the COUNTY may terminate this Agreement, which termination
shall be effective as of the date that it is determined by the County Manager or designee, in his -her sole
discretion and judgment, that the Funds are no longer available. In the event of such termination, the
SUBRECIPIENT agrees that it will not look to, nor seek to hold the COUNTY, nor any individual member of
the County Commissioners and /or County Administration, personally liable for the performance of this
Agreement, and the COUNTY shall be released from any further liability to SUBRECIPIENT under the terms
of this Agreement.
VI. GENERAL CONDITIONS
A. SUBCONTRACTS
No part of this Agreement may be assigned or subcontracted without the written consent of the
COUNTY, which consent, if given at all, shall be at the COUNTY's sole discretion and judgment.
B. GENERAL COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning Community
Development Block Grants (CDBG)) including subpart K of these regulations, except that (1) the
SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24 CFR 570.604
and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating the review process
under the provisions of 24 CFR Part 52. The SUBRECIPIENT also agrees to comply with all other applicable
Federal, state and local laws, regulations, and policies governing the funds provided under this contract. The
SUBRECIPIENT further agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available.
C. INDEPENDENT CONTRACTOR
Nothing contained in this Agreement is intended to, or shall be construed in any manner, as creating or
establishing the relationship of employer /employee between the parties. The SUBRECIPIENT shall at all times
remain an "independent contractor" with respect to the services to be performed under this Agreement. Unless
otherwise provided by the Scope of Services, the Grantee shall be exempt from payment of all Unemployment
Compensation, FICA, retirement, life and /or medical insurance and Workers' Compensation Insurance, as the
SUBRECIPIENT is an independent contractor.
lmmokalcc Non - Profit Housing, Inc.
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D. AMENDMENTS
The COUNTY or SUBRECIPIENT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or SUBRECIPIENT from its
obligations under this Agreement. No amendments to this agreement will be granted ninety (90) days prior to
end date of this agreement.
The COUNTY may, in its discretion, amend this Agreement to conform with Federal, state or Iocal
governmental guidelines, policies and available funding amounts, or for other reasons. if such amendments
result in a change in the funding, the scope of services, or schedule of the activities to be undertaken as part of
this Agreement, such modifications will be incorporated only by written amendment signed by both Grantee
and SUBRECIPIENT.
Expiration of Agreement: If the SUBRECIPIENT does not complete the project within the time
period, the COUNTY Manager or designee may grant a cumulative time extension of no more than 180 days
and modify any subsequent project work plans to reflect the extension. The request must be submitted no later
than ninety (90) days prior to end date of this agreement.
E. INDEMNIFICATION
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and hold
harmless Collier County, its officers, agents and employees from any and all claims, liabilities, damages, losses,
costs, and causes of action which may arise out of an act, omission, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the SUBRECIPIENT or any of its agents, officers, servants, employees, contractors,
patrons, guests, clients, licensees, invitees, or any persons acting under the direction, control, or supervision of
the SUBRECIPIENT in the performance of this Agreement. This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The SUBRECIPIENT shall pay all claims and losses of
any nature whatsoever in connection therewith and shall defend all suits in the name of the COUNTY and shall
pay all costs (including attorney's fees) and judgments which may issue thereon. This Indemnification shall
survive the termination and /or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of Collier County. The foregoing indemnification shall not constitute a waiver
of sovereign immunity beyond the limits set forth in Section 768.28, Florida Statutes.
F. GRANTEE RECOGNITION /SPONSORSHIPS
The SUBRECIPIENT agrees that all notices, informational pamphlets, press releases, advertisements,
descriptions of the sponsorships of the Program, research reports and similar public notices prepared and
released by the SUBRECIPIENT for, on behalf of, and /or about the Program shall include the statement;
"FINANCED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
(HUD) AND COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
DEPARTMENT"
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and shall appear in the same size letters or type as the name of the SUBRECIPIENT. This design concept is
intended to disseminate key information regarding the development team as well as Equal Housing Opportunity
to the general public. Construction signs shall comply with applicable COUNTY codes.
G. TERMINATION
In accordance with 24 CFR 85.43, the Grantee may suspend or terminate this Agreement if the
SUBRECIPIENT materially fails to comply with any terms of this Agreement, which include (but are not
limited to), the following:
1. Failure to comply with any of the rules, regulations or provisions referred to herein, or such
statutes, regulations, executive orders, and HUD guidelines, policies or directives as may
become applicable at any time;
2. Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper manner its
obligations under this Agreement;
3. Ineffective or improper use of funds provided under this Agreement; or
4. Submission by the SUBRECIPIENT to the Grantee reports that are incorrect or incomplete in
any material respect.
In accordance with 24 CFR 85.44, this Agreement may also be terminated for convenience by either the
Grantee or the SUBRECIPIENT, in whole or in part, by setting forth the reasons for such termination, the
effective date, and, in the case of partial termination, the portion to be terminated. However, if in the case of a
partial termination, the Grantee determines that the remaining portion of the award will not accomplish the
purpose for which the award was made, the Grantee may terminate the award in its entirety.
VII. REVERSION OF ASSETS
In the event of a termination of this Agreement or upon expiration of the Agreement and in addition to
any and all other remedies available to the COUNTY (whether under this Agreement or at law or in equity) the
SUBRECIPIENT shall immediately transfer to the COUNTY any funds on hand at the time of termination (or
expiration) and any accounts receivable attributable to the use of CDBG funds. The COUNTY's receipt of any
funds on hand at the time of termination shall not waive the COUNTY's right (nor excuse SUBRECEIPIENT's
obligation) to recoup all or any portion of the funds, as the COUNTY may deem necessary.
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole or in
part with CDBG funds (including CDBG funds provided to the SUBRECIPIENT in the form of a loan) in
excess of $25,000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section 570.90I) until
five (5) years after expiration of the term of this Agreement or for such longer period of time as
determined to be appropriate by the COUNTY and as memorialized by the COUNTY and the
SUBRECIPIENT in an amendment to this Agreement or such instrument as the COUNTY at its
discretion determines appropriate; or
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b. If not used in accordance with the above subsection (a) the SUBRECIPIENT shall pay to the
COUNTY an amount equal to the current market value of the property less any portion of the value
attributable to expenditures of non -CDBG funds for the acquisition of or improvements to, the
property. No payment is required after the period of time specified in subsection (a).
Title to equipment acquired by SUBRECIPIENT shall vest with the SUBRECIPIENT, subject to the
conditions outlined in 24 CFR 84.34.
Title to supplies and other expendable property shall vest with the SUBRECIPIENT upon acquisition
subject to the conditions outlined in 24 CFR 84.35,
VIII. INSURANCE
SUBRECIPIENT shall not commence any work and /or services pursuant to this Agreement until all
insurance required under this Section and outlined in Exhibit "A" has been obtained, and carried, at all times
during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
The SUBRECIPIENT shall maintain sufficient records in accordance with 24 CFR 570.502 and 570.506
to determine compliance with the requirements of this Agreement, the CDBG Program and all other applicable
laws and regulations. This documentation shall include, but not be limited to, the following:
B. DOCUMENTATION AND RECORDKEEPING
All records required by CDBG.
2. All reports, plans, surveys, information, documents, maps, books, records and other data
procedures developed, prepared, assembled, or completed by the SUBRECIPIENT for the
purpose of this Agreement shall be made available to the COUNTY by the SUBRECIPIENT at
any time upon request by the COUNTY or HHVS. Materials identified in the previous sentence
shall be in accordance with generally accepted accounting principles, procedures and practices,
which sufficiently and properly reflect all revenues and expenditures of funds provided directly
or indirectly by this Agreement, including matching funds and Program Income. These records
shall be maintained to the extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses of
whatever nature for which reimbursement is claimed under the provisions of this Agreement.
Upon completion of all work contemplated under this Agreement copies of all documents and
records relating to this Agreement shall be surrendered to HHVS if requested. In any event the
SUBRECIPIENT shall keep all documents and records in an orderly fashion in a readily
accessible, permanent and secured location for four (4) years after expiration of this Agreement
with the following exception: if any litigation, claim or audit is started before the expiration date
of the four (4) year period, the records will be maintained until all litigation, claim or audit
findings involving these records are resolved. The COUNTY shall be informed in writing if an
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agency ceases to exist after closeout of this Agreement of the address where the records are to be
kept as outlined in 24 CFR 85.42.
4, The SUBRECIPIENT shall maintain records showing compliance with the Davis -Bacon Law,
including files containing contractor payrolls, employee interviews, Davis -Bacon wage rates, and
administrative cross - referencing. SUBRECIPIENT shall maintain records showing contractor
compliance with the Contract Work Hours and Work Safety Law. Similarly, the
SUBRECIPIENT shall maintain records showing compliance with federal purchasing
requirements and with other federal requirements for grant implementation.
The SUBRECIPIENT will be responsible for the creation and maintenance of income eligible
files on clients served and documentation that all households are eligible under HUD Income
Guidelines. The SUBRECIPIENT agrees that HHVS shall be the final arbiter on the
SUBRECIPIENT's compliance.
6. The SUBRECIPIENT shall document how the National Objective(s) as defined in 24 CFR
570.208 and the eligibility requirement(s) under which funding has been received, have been
met, These also include special requirements such as necessary and appropriate determinations
as defined in 24 CFR 570.209, income certification, and written Agreements with beneficiaries,
where applicable.
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 quarterly progress reports to the COUNTY on the 15th
day of January, April, July and October respectively for the prior quarter period end. As part of the report
submitted in October, the SUBRECIPIENT also agrees to include, a comprehensive final report covering the
agreed -upon Program objectives, activities and expenditures and including, but not limited to, performance data
on client feedback with respect to the goals and objectives set forth in Exhibit "D ". Exhibit "D" contains an
example reporting form to be used in fulfillment of this requirement. 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 or HUD to enable HHVS to evaluate said progress and to allow for completion of
reports required. The SUBRECIPIENT shall allow HHVS or HUD to monitor the SUBRECIPIENT on site,
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Such site visits may be scheduled or unscheduled as determined by HHVS or HUD.
D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND HUD
REQUIREMENTS
The SUBRECIPIENT agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available for specified activities.
E. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase order or
by a written contract and in conformity with the thresholds of Collier County Purchasing Policy.
Purchasing Threshold Policy
Dollar Range $
Quotes
Under $3K
1 Written Quote
Above $3K to $1OK
3 Written Quotes
Above $I OK to $50K
3 Written Quotes
Above $50K
Request for Proposal (RFP)
Invitation for Bid IFB)
F. AUDITS AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and/or its representatives) may
deem necessary, the SUBRECIPIENT shall make available all records, documentation and any other data
relating to all matters covered by the Agreement for review, inspection or audit.
G. PROGRAM - GENERATED INCOME
Any "Program Income" (as such term is defined under applicable Federal regulations) gained from any
activity of the SUBRECIPIENT funded by CDBG funds shall be reported to the COUNTY, utilized by the
SUBRECIPIENT and shall be in compliance with 24 CFR 570.504(c) in the operation of the Program.
H. GRANT CLOSEOUT PROCEDURES
SUBRECIPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final payments,
disposing of program assets (including the return of all unused materials, equipment, unspent cash advances,
program income balances, and receivable accounts to the COUNTY), and determining the custodianship of
records. In addition to the records retention outlined in Section X.B.3, the SUBRECIPIENT shall comply with
Section 119.021 Florida Statutes regarding records maintenance, preservation and retention.
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X. OTHER PROGRAM REQUIREMENTS 16011
A. OPPORTUNITIES FOR RESIDENTS AND CIVIL RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall be excluded from the benefits of, or be subjected to,
discrimination under any activity carried out by the performance of this Agreement on the basis of race, color,
disability, national origin, religion, age, familial status, or sex. Upon receipt of evidence of such discrimination,
the COUNTY shall have the right to terminate this Agreement.
To the greatest extent feasible, lower- income residents of the project areas shall be given opportunities
for training and employment; and to the greatest feasible extent eligible business concerns located in or owned
in substantial part by persons residing in the project areas shall be awarded contracts in connection with the
project. The SUBRECIPIENT shall comply with Section 3 of the Housing and Community Development Act of
1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY /WOMEN -OWNED BUSINESS
ENTERPRISES
The SUBRECIPIENT will use its best efforts to afford small businesses, minority business enterprises,
and women's business enterprises the maximum practicable opportunity to participate in the performance of this
contract. As used in this contract, the terms "small business" means a business that meets the criteria set forth in
section 3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "minority and women's business
enterprise" means a business at least fifty -one (5 1) percent owned and controlled by minority group members or
women. For the purpose of this definition, "minority group members" are Afro - Americans, Spanish - speaking,
Spanish surnamed or Spanish - heritage Americans, Asian- Americans, and American Indians. The
SUBRECIPIENT may rely on written representations by businesses regarding their status as minority and
female business enterprises in lieu of an independent investigation.
C. PROGRAM BENEFICIARIES
At least fifty -one percent (51 %) of the beneficiaries of a project funded through this Agreement must be
low- and moderate- income persons. If the project is located in an entitlement city, as defined by HUD, or
serves beneficiaries countywide, more than thirty percent (30 %) of the beneficiaries directly assisted under this
Agreement must reside in unincorporated Collier County or in municipalities participating in the County's
Urban County Qualification Program.
D. AFFIRMATIVE ACTION PLAN
The SUBRECIPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
Executive Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action guidelines to
the SUBRECIPIENT to assist in the formulation of such program. The SUBRECIPIENT shall submit a plan for
an Affirmative Action Program for approval prior to the award of funds.
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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 mariner 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 ad provisions of 24 CFR 570.6I1
"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.
XI. CONDITIONS FOR RELIGIOUS ORGANIZATIONS
CDBG funds may be used by religious organizations or on property owned by religious organizations
only in accordance with requirements set in Section 24 CFR 570.2000). The SUBRECIPIENT shall comply
with First Amendment Church /State principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of religion
and will not limit employment or give preference in employment to persons on the basis of religion
b. It will not discriminate against any person applying for public services on the basis of religion and
will not limit such services or give preference to persons on the basis of religion
e. It will retain its independence from Federal, State and local governments and may continue to carry
out its mission, including the definition, practice and expression of its religious beliefs, provided that
it does not use direct CDBG funds to support any inherently religious activities, such as worship,
religious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to the
extent that those structures are used for inherently religious activities. Where a structure is used for
both eligible and inherently religious activities, CDBG funds may not exceed the cost of those
portions of the acquisition, construction or rehabilitation that are attributable to eligible activities in
accordance with the cost accounting requirements applicable to CDBG funds in this part.
Sanctuaries, chapels, or other rooms that a CDBG funded religious congregation uses as its principal
place of worship, however, are ineligible for CDBG funded improvements.
XII. SEVERABILITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a
determination shall not affect the validity or enforceability of any other section or part thereof.
(Signature Page to Follow)
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IN WITNESS WHEREOF, the Sub recipient and the County, have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on this 14th day of May, 2013.
ATTEST: BOARD F TY OMMISSIONERS OF
DWIGIIT,:gBtZOCK, CLERK
COLLIE � C Y FLORIDA
By:
Aa GEORGI A. HILLER, ESQ., CHAIRWOMAN
AbSt
IN
2�a
n
Dated,, Si 3
,• ; SAL)
IMMOKALEE NON- PROFIT HOUSING, INC.
d/b /a IMMOKALEE HOUSING & FAMILY SERVICES
By:
Susan M. Golden
6 msa r� k * G o � A
Susan M. Golden, Executive Director
Approved as to form and legal sufficiency:
Jennifer B. White, Assistant County Attorney
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EXHIBIT "A"
INSURANCE REQUIREMENTS
The SUBRECIPIENT shall furnish to Collier County, c/o Housing, Human and Veteran Services
Department, 3339 E. Tamiami Trail, Suite 211, Naples, Florida 34112, Certificates) of Insurance evidencing
insurance coverage that meets the requirements as outlined below:
Workers' Compensation as required by Chapter 440, Florida Statutes.
Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County shall be named as an additional
insured.
DESIGN STAGE (IF APPLICABLE)
In addition to the insurance required in 1 — 3 above, a Certificate of Insurance must be provided as
follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed design
professional employed by the SUBRECIPIENT in an amount not less than $1,000,000 per
occurrence /$1,000,000 aggregate providing for all sums which the SUBRECIPIENT and /or the
design professional shall become legally obligated to pay as damages for claims arising out of
the services performed by the SUBRECIPIENT or any person employed by the
SUBRECIPIENT in connection with this contract. This insurance shall be maintained for a
period of two (2) years after the certificate of Occupancy is issued. Collier County shall be
named as an additional insured.
CONSTRUCTION PHASE (IF APPLICABLE)
In addition to the insurance required in 1 — 4 above, the SUBRECIPEINT shall provide or cause its
Subcontractors to provide original certificates indicating the following types of insurance coverage prior to any
construction:
Completed Value Builder's Risk Insurance on an "All Risk" basis in an amount not less than one
hundred (100 %) percent of the insurable value of the building(s) or structure(s). The policy shall
be in the name of Collier County and the SUBRECIPIENT.
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In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C.
4001), the Subrecipient shall assure that for activities located in an area identified by the Federal
Emergency Management Agency (FEMA) as having special flood hazards, flood insurance
under the National Flood Insurance Program is obtained and maintained as a condition of
financial assistance for acquisition or construction purposes (including rehabilitation).
OPERATION/MANAGEMENT PHASE (IF APPLICABLE)
After the Construction Phase is completed and occupancy begins, the following insurance must be kept
in force throughout the duration of the loan and /or contract:
7. Workers' Compensation as required by Chapter 440, Florida Statutes.
Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less that $1,000,000 combined single limit for
combined Bodily Injury and Property Damage, Collier County as an additional insured.
10. Property Insurance coverage on an "All Risk" basis in an amount not less than one hundred
(100 %) of the replacement cost of the property. Collier County must be shown as a Loss payee
with respect to this coverage A.T.I.M.A.
11. Flood Insurance coverage for those properties found to be within a flood hazard zone for the full
replacement values of the structure(s) or the maximum amount of coverage available through the
National Flood Insurance Program (NFIP). The policy must show Collier County as a Loss
Payee A.T.I.M.A.
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EXHIBIT "B"
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION I: REQUEST FOR PAYMENT
16D1(
Sub recipient Name: Immokalee Non - Profit Housing~ Inc. d /b /a Immokalee Housings & FamilY
Services
Sub recipient Address: 2449 Sander Pines Circle Immokalee FL 34142
Project Name: Timber Ridge (Carl J. Kuehner) Community Center Upgrades
Project No: CDS 13 -03 Payment Request #
Dollar Amount Requested:
SECTION II: STATUS OF FUNDS
1. Grant Amount Awarded
$ 18,250
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. Current Grant Balance (Initial Grant Amount Awarded
Less Sum of all requests) $
I certify that this request for payment has been drawn in accordance with the terms and conditions of the
Agreement between the COUNTY and us, as the SUBRECIPIENT. I also certify that the amount of the
Request for Payment is not in excess of current needs.
Signature
Title
Authorizing Grant Coordinator
Date
Supervisor (approval authority under $14,999)
Dept Director (approval required $15,000 and above)
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EXHIBIT "C"
RELEASE AND AFFIDAVIT FORM
CONSTRUCTION ONLY
The SUBRECIPIENT certifies for itself and its contractors that all charges for labor, materials, supplies,
lands, licenses and other expenses for which COUNTY might be sued or for which a lien or a demand against
any payment bond might be filed, have been satisfied and paid. This document is in compliance with Florida
Statutes Chapter 713,02 Part 1 — Waiver or Release of Liens
This Release and Affidavit is given in connection with the SUBRECIPIENT's (monthly /final) Request
for Payment.
Witness:
:•
Print name and title
STATE OF
COUNTY OF
Immokalee Non - Profit Housing, Inc. d /b /a
Immokalee Housing & Family Services
BY:
ITS: Executive Director
DATE:
The foregoing instrument was acknowledged before me this day of 20_, by
as of
A Choose Not -For- Profit, or Corporation or Municipality on behalf of
Choose Not - For - Profit, Corporation or Municipality . He /She is personally known to me OR has
produced as identification and who did (did not) take an oath.
My Commission Expires:
Name:
(Signature)
(Legibly Printed)
(AFFIX OFFICIAL SEAL) Notary Public, State of:
Commission No.:
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EXHIBIT "D"
QUARTERLY PROGRESS REPORT
Sub - recipients: Please fill in the following shaded areas of the report
Telephone Number: (239)657 -8333
❑7131113 ❑ 10131/13 ❑'>
*REPORT FOR QUARTER ENDING: (check one that applies to the
corresponding grant period):
❑ ❑
Please take note: Each quarterly report needs to include cumulative data beginning from the start of the agreement date of May 14, 2013.
Please list the outcome goal(s) from your approved application 8 sub- reclplent agreement and indicate your progress in meeting those
1. goals since _April 23 , 2013.
A. Out
outcol
Outcol
Outcol
Outco
Outcol
Outcol
Outcol
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Is this project still in compliance with the original project schedule? If more than 2 months behind schedule, musts ubmit anew timeline
2. for approval.
Yes
If no, explain;
No
3. 1 Since May 14. 2013, of the persons assisted, how many....
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EXHIBIT "D"
UARTERLY PROGRESS REPORT
5-
!What Is the total number of UNDUPLICATED clients served this quarter, If appllcable7
Benefit categories. Complete question NO if any client in your program does
a.
Total No of adult females served:
, 0:_ `
-- Total No. of females served under 18:
0
b,
Total No of adult males served:
q ',''
Total No, of males served under 18,
Q
should equal the total in question 06):
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
tl
" Total number of females served under 18:
0
b.
Tolal number of adult males served.
_D -
,.._0
-,' Total number of males served under 18:
.0...�;'
TOTAL: 0 TOTAL:
TOTAL:
s. Raciat6 Ethnic Data: (if a Ifcable
TOTAL:
0
C. Total No. of tam Ries served: 0 Total No, of female head of household: 0 ":
Complete EITHER question #7 OR #8. Complete question q7 1 your program only serves clients in one or more of the listed HUD Presumed
Benefit categories. Complete question NO if any client in your program does
not fall into a Presumed Benefit category.
DO NOT COMPLETE BOTH QUESTION 7 AND e.
7. 1PRESUMED BENEFICIARY DATA S.
OTHER BENEFICIARY DATA: INCOME RANGE
Indicate the total number of flNpUPLll:ATEb
Indicate the total number persons
persons served since October 1 who fall into
served since October 1 who fall Into each income
w ofallPinto each
each presumed benefit category (the total
category (the total should aqua! the total in question #6):
should equal the total in question 06):
Report as:
Report as;
0 . Abused Children
0 Extremely low Income (0 -30 %)
0 Homeless Person
D .Low Income (31 -50 %)
0,,...:, Battered Spouses
0...' Nioderale Income (51 -80 %)
-0 .- Persons wf HNlAIDS
0 :' Above Moderale Income ( >80 h)
0 Elderly Persons
0, Veterans
0 Chronically! Mentally ill
0 Physically Disabled Adults
<0 Other -Youth
TOTAL: 0 TOTAL:
0
s. Raciat6 Ethnic Data: (if a Ifcable
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).
RAGE
ETHNICITY
White
.- ; of whom, how many are Hispanic?
BlacklAfrican American 0 -
0 ,. ; of whom, how manyare Hispanic?
Asian D
10... ; of whom, how many are Hispanic?
American Indian/Alaska Native p - `
0.,;,; of wham, how many are Hispanic?
Native HawallanrOlher Pacific Islander ,. 0
0 -; of whom, how many are Hispanic?
American Indian/Alaskan Native 8 White 0
' 0 '; of whom, how many are Hispanic?
Black/Alrlcen American & White 0 "J"
.0;..:-; of whom, how many are Hispanic?
Am. Indian/Alaska Native 8 Black/African AT 0
b j ; of whom, how many are Hispanic?
Other MiliI- raclal 0 :
0 ; of whom, how many are Hispanic?
Other 0 i.
0 of whom, how many are Hispanic?
TOTAL: 0
0 TOTAL HISPANIC
Name
Title.
[mmokafee Non - Profit Housing, Inc.
d /b /a
Immokalce Housing & Family Services
CDBG (CDS 13 -03)
Timber Ridge (Carl J. Kushner) Community Ccnter UpgradesPage 20 of 27
Signature:
Your typed name here represen s your a ronic
signalum
1601
r�•
16011
EXHIBIT "E"
ANNUAL AUDIT MONITORING REPORT
OMB Circular A -133 Audits of States, Local Governments, and Non- Profit Organizations requires the Collier
County Housing, Human and Veterans Services Department to monitor our sub recipients of federal awards
and determine whether they have met the audit requirements of the circular and whether they are in
compliance with federal laws and regulations. Accordingly, we are requiring that you check one of the
following, provide all appropriate documentation regarding your organization's compliance with the audit
requirements, sign and date this form.
Sub recipient
Fiscal Year
Name
Period
Total State Financial Assistance Expended during
$
most recently completed Fiscal Year
Total Federal Financial Assistance Expended during most
$
recently completed Fiscal Year
Check Appropriate Boxes
We have exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending
❑
as indicated above and have completed our Circular A -133 audit. A copy of the audit report
and management letter is attached.
We exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending as
❑
indicated above and expect to complete our Circular A -133 audit by . Within
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
We are not subject to the requirements of OMB Circular A -133 because we:
❑ Did not exceed the $500,000 federal /state expenditure threshold for the fiscal year
indicated above
❑ Are a for - profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and if applicable, the independent auditor's
management letter.
If findings were noted, please enclose a copy of the responses and corrective action Ian.)
Certification Statement
I hereby certify that the above information is true and accurate.
Signature I Date
Print Name and Title
Immokalee Non -Profit Housing, Inc.
d /h /a
Immokatee Housing & Family Services
CDBG (CDS 13 -03)
Timber Ridge (Car) J. Kuehner) Community Center UpgradesPage 21 of 27
EXHIBIT "F"
LOCAL AND FEDERAL RULES REGULATIONS AND LAWS
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24 CFR 570, as amended - The regulations governing the expenditure of Community Development Block
Grant (CDBG) funds.
2. 24 CFR 58 -The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of 1974 as
amended
4. Title VT of the Civil Rights Act of 1964 as amended, Title VIII of the Civil Rights Act of 1968 as amended
5. 24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which prohibits
discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ( "Equal Employment Opportunity "), as amended by Executive Orders 11375 and
12086 - which establishes hiring goals for minorities and women on projects assisted with federal funds and
as supplemented in Department of Labor regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of 1972,42
USC § 2000e, et. seq. The SUBRECIPTENT will, in all solicitations or advertisements for employees placed
by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or Affirmative Action
employer.
S. 24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban Development Act
of 1968, as amended. Compliance with the provisions of Section 3 of the HUD Act of 1968, as amended,
and as implemented by the regulations set forth in 24 CFR 135, and all applicable rules and orders issued
hereunder prior to the execution of this contract, shall be a condition of the Federal financial assistance
provided under this contract and binding upon the COUNTY, the SUBRECIPIENT and any of the
SUBRECIPIENT's Sub - recipients and subcontractors. Failure to fulfill these requirements shall subiect the
COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's Sub - recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal assistance is
provided. The SUBRECIPIENT certifies and agrees that no contractual or other disability exists that would
prevent compliance with these requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to include the
following language in all subcontracts executed under this Agreement:
"The work to be performed under this Agreement is a project assisted under a program
providing direct Federal financial assistance from HUD and is subject to the
requirements of Section 3 of the Housing and Urban Development Act of 1968, as
amended (12 U.S.C. 1701). Section 3 requires that to the greatest extent feasible
opportunities for training and employment be given to low- and very low - income
residents of the project area, and that contracts for work in connection with the project
Irmnokatee Non - Profit Honsing, Inc.
d /b /a
tmmokalue Housing & Family Services
CDBG (CDS 13 -03)
Timber Ridge (Carl J. Kuehner) Community Center UpgradesPage 22 of 27
/' ., `1,
16011
be awarded to business concerns that provide economic opportunities for low- and very
low- income persons residing in the metropolitan area in which the project is located."
The SUBRECIPIENT further agrees to ensure that opportunities for training and employment arising in
connection with a housing rehabilitation (including reduction and abatement of lead -based paint
hazards), housing construction, or other public construction project are given to low- and very low -
income persons residing within the metropolitan area in which the CDBG- funded project is located;
where feasible, priority should be given to low- and very low- income persons within the service area of
the project or the neighborhood in which the project is located, and to low- and very low- income
participants in other HUD programs; and award contracts for work undertaken in connection with a
housing rehabilitation (including reduction and abatement of lead -based paint hazards), housing
construction, or other public construction project to business concerns that provide economic
opportunities for low- and very low- income persons residing within the metropolitan area in which the
CDBG - funded project is located; where feasible, priority should be given to business concerns that
provide economic opportunities to low- and very low- income residents within the service area or the
neighborhood in which the project is located, and to low- and very low- income participants in other
HUD programs.
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity exists that would
prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended by
Executive Orders 11375, 11478, 12107 and 12086.
10. Contract Work Hours and Safety Standards Act, 40 USC 327 -332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.
14. 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use of
apprentices and trainees on federally assisted projects as mandated by the Davis -Bacon Act. HUD Form
4010 must be included in all construction contracts funded by CDBG. (See 42 USC 276a and 24 CFR
135,11(c)).
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in federally assisted
proj ects.
16. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular Letter 79 -45 -
which prescribes goal percentages for participation of minority businesses in Community Development
Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non - discrimination in employment and contracting
opportunities laws, regulations, and executive orders referenced in 24 CFR 570.607, as revised by Executive
Order 13279. The applicable non - discrimination provisions in Section 109 of the HCDA are still applicable.
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalce Housing & Family Services
CDBG (CDs 13 -03)
Timber Ridge (Carl J. Kuehner) Community Center UpgradesPage 23 of 27
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18. Public Law 100 -430 - the Fair Housing Amendments Act of 1988.
19. 24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non - Profit Organizations and specified by the following subsections:
Subpart A — General;
Subpart B — Pre -Award Requirements, except for 84.I2, Forms for Applying for Federal Assistance;
Subpart C — Post -Award Requirements, except for:
o Section 84.22, Payment Requirements- Grantees shall follow the standards of 85.20(b)(7)
and 85.21 in making payments to SUBRECIPIENTs;
o Section 84.23, Cost Sharing and Matching;
o Section 84,24, Program Income — in lieu of 84.24 CDBG SUBRECIPIENTs shall follow
570.504;
o Section 84.25, Revision of Budget and Program Plans;
o Section 84.32, Real Property —. In lieu of 84.32, CDBG SUBRECIPIENTs shall follow
570.505;
o Section 84.34 (8), Equipment — In lieu of the disposition provisions of 84,34(8) the following
applies:
• In all cases in which equipment is sold, the proceeds shall be program income (pro-
rated to reflect the extent to which CDBG funds were used to acquire the equipment);
and
• Equipment not needed by the SUBRECIPIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
o Section 84.35, Supplies and other Expendable Property
o Section 84.5I (b), (c), (d), (e), (f) and (h), Monitoring and Reporting Program Performance;
o Section 84.52, Financial Reporting;
o Section 84.53(b), Retention and Access Requirements for Records. Section 84.53(b) applies
with the following exceptions:
• The retention period referenced in 84.53(b) pertaining to individual CDBG activities
shall be four years; and
• The retention period starts from the date of submission of the annual performance and
evaluation report, as prescribed in 24 CFR 91.520, in which the specific activity is
reported on for the final time rather than from the date of submission of the final
expenditure report for the award;
o Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG SUBRECIPIENTs
shall comply with 570.503(b)(7); and
Subpart D — After - the -Award Requirements — except for 84.71, Closeout Procedures
20.24 CFR 85 - Administrative Requirements for Grants and Agreements to State and Local Governments shall
be followed for sub recipients that are governmental entities.
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations relating
thereto. Failure by the SUBRECIPIENT to comply with the laws referenced herein shall constitute a breach
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -03)
Timbcr Ridge (Carl J. Kuehner) Community Ccntcr UpgradesPage 24 of 27
16D11
of this agreement, and the County shall have the discretion to unilaterally terminate this agreement
immediately.
22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give, either directly
or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part 111, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, as amended, and
County Administrative Procedure 5311.
23. Order of Precedence - In the event of any conflict between or among the terms of any of the Contract
Documents, the terms of the Agreement shall take precedence over the terms of all other Contract
Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement. To
the extent any conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, if any, or the Agreement, the conflict shall be resolved by imposing the more
strict or costly obligation under the Contract Documents upon the Contractor at Owner's discretion.
24. Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement to
resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes
by negotiation. Any situations when negotiations, litigation and /or mediation shall be attended by
representatives of SUBRECIPIENT with full decision - making authority and by COUNTY'S staff person
who would make the presentation of any settlement reached during negotiations to COUNTY for approval.
Failing resolution, and prior to the commencement of depositions in any litigation between the parties
arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed -upon Circuit Court Mediator certified by the State of Florida. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring mediation under §
44.102, Florida Statutes. The litigation arising out of this Agreement shall be Collier County, Florida, if in
state court and the US District Court, 20`x' Judicial Court of Florida, if in federal court. BY ENTERING
INTO THIS AGREEMENT, COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE
ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION
RELATED TO, OR ARISING OUT OF, THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 1251, et seq., as amended.
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002 and 24
CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an area identified
by FEMA as having special flood hazards, flood insurance under the National Flood Insurance Program is
obtained and maintained. If appropriate, a letter of map amendment (LOMA) may be obtained from FEMA,
which would satisfy this requirement and /or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with assistance
provided under this contract shall be subject to HUD Lead -Based Paint Poisoning Prevention Act found at
24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth in the National
Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set forth in 36 CFR Part
800, Advisory Council on Historic Preservation Procedures for Protection of Historic Properties, insofar as
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalcc Housing & Family Serviees
CDt3G (CDS 13 -03)
Timber Ridge (Carl .I. Kuehner) Community Center upgradesPage 25 of 27
they apply to the performance of this agreement.
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In general, this requires concurrence from the State Historic Preservation Officer for all rehabilitation and
demolition of historic properties that are fifty years old or older or that are included on a federal, state or
local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug -free workplaces in accordance with the Drug -
Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECIPIENT certifies that neither it, nor its principals, is presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal Department or agency; and, that the SUBRECIPIENT shall not knowingly enter into any lower tier
contract, or other covered transaction, with a person who is similarly debarred or suspended from
participating in this covered transaction as outlined in 24 CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever
agrees to adhere to the accounting principles and procedures required therein, utilize
controls, and maintain necessary source documentation for all costs incurred.
States local governments, and Indian Tribes follow:
• A -87 for Cost Principles
• A -102 for Administrative Requirements
Educational Institutions (even if part of a State or local government) follow:
• A -21 for Cost Principles
• A -110 for Administrative Requirements
Non- Profit Organizations follow:
• A -122 for Cost Principles
• A -110 for Administrative Requirements
is applicable, and
adequate internal
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty (180) days
after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall comply with the
requirements and standards of OMB A -133, Audits of States, Local Governments, and Non -Profit
Organizations. If this Agreement is closed out prior to the receipt of an audit report, the COUNTY reserves
the right to recover any disallowed costs identified in an audit after such closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects stated
herein, and approved by the COUNTY in accordance with the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 and 49 CFR 24.101, shall be subject to the provisions of CDBG
including, but not limited to, the provisions on use and disposition of property. Any real property within the
SUBRECIPIENT control, which is acquired or improved in whole or part with CDBG funds in excess of
$25,000, must adhere to the CDBG Regulations at 24 CFR 570.505.
34. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors and
consultants who will perform hereunder, have not been placed on the convicted vendor list maintained by
the State of Florida Department of Management Services within the 36 months immediately preceding the
date hereof, This notice is required by § 287.133 (3) (a), Florida Statutes,
Imrnokalee Non - Profit Housing, Inc.
d /b /a
Imrnokalee Housing & Family Services
CDBG (CDS 13 -03)
Timber Ridge (Carl J. Kuehner) Community Center UpgradesPage 26 of 27
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35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with
the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form -LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award documents
for all sub - awards at all tiers (including subcontracts, sub - grants, contracts under grants, loans, and
cooperative agreements) and that all SUBRECIPIENTS shall certify and disclose accordingly.
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per diem rates in
effect at the time of travel.
37. Any rule or regulation determined to be applicable by HUD.
38. Florida Statutes 713.20, Part 1, Construction Liens
39. Florida Statutes, 119.021 Records Retention
]mmokalee Non -Profit Housing, Inc.
d /b /a
]mmokalee Housing & Family Services
CDBG (CDs 13 -03)
Timber Ridge (Carl J. Kuehner) Community Center UpgradesPage 27 of 27
16D1
Grant # - B- 09 -UC -12 -0016 &
B- 10 -UC -12 -0016
CFDA/CSFA# - 14.218
Subrecipient — Immokalee Non - Profit
Housing, Inc. d/b /a Immokalee Housing
& Family Services
DUNS # - 849855549
FETI # - 59- 2716833
FY END -12 -31
Monitoring Deadline 9 -30 -18
AGREEMENT BETWEEN COLLIER COUNTY
AND
IMMOKALEE NON - PROFIT HOUSING, INC. d/b /a IMMOKALEE HOUSING & FAMILY
SERVICES
SANDERS PINES PLAYGROUND UPGRADES
THIS AGREEMENT is made and entered into this 14th day of May 2013, by and between Collier
County, a political subdivision of the State of Florida, ( "COUNTY ") having its principal address as 3339 E.
Tamiami Trail, Naples FL 34112, and the "Immokalee Non - Profit Housing, Inc. d/b /a Immokalee Housing
& Family Services ", a private not - for - profit corporation existing under the laws of the State of Florida,
having its principal office at 2449 Sanders Pines Circle, Immokalee, FL 34142.
WHEREAS, the COUNTY is an entitlement County of the United States Department of Housing and
Urban Development (HUD) grant program Community Development Block Grant Program funds and the
COUNTY expects to continue to receive entitlement funds from these grant programs to operate the
COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and moderate income persons and neighborhoods and to alternatively use Community
Development Block Grant (CDBG) funds for: slum or blight treatment or for an urgent community need; to
improve the quality of life in Collier County by providing infrastructure improvements, public facilities, and
other activities which are related to neighborhood/community improvements; to improve the condition of life
for persons who require physical access or other services that meet their individual needs; and to provide for
long range community improvements by assessing current conditions and planning long range improvement
programs as described in the Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residents; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier County
Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDs 13 -04)
Sanders Pines Playground Upgrades Page 1 of 27
S
16011
the preparation of various Annual Action Plans, the County advertised a substantial amendment on March 14,
2013 with a 30 -day citizen comment period from March 14, 2013 through April 15, 2013; and
WHEREAS, on May 14, 2013 the COUNTY approved substantial amendments to various year's
Annual Action Plans providing CDBG funds in the amount of $13,500 to Immokalee Non - Profit Housing,
Inc. d /b /a Immokalee Housing & Family Services for Community Center Upgrades located at 2449
Sanders Pines Circle, Immokalee, F134142; and
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is agreed by the
Parties as follows;
I. SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing CDBG funds, as determined by Collier County Housing, Human and
Veteran Services (HHVS), perform the tasks necessary to conduct the program outlined as follows:
The FY 2009 -2010 and 2010 -2011 Amended Annual Action Plans provides for
rehabilitation upgrades to Sanders Pines.
Project Component #1: The purchase, replacement, installation, disposal and
shipping costs of playground equipment including park benches not to exceed 8,
picnic tables not to exceed 2, 1 installed playground border as required by the
Department of Children and Families (DCF) and bicycle racks not to exceed 4.
Project Component #2: The purchase, replacement, installation, disposal and
shipping costs of multifamily mailboxes not to exceed 3.
Specifically, improvements identified for funding are outlined in the budget in
Section III.
The detailed project scope will be contained in the schedule of values awarded. The
project's invoices will include details sufficient to document the number, amount
and costs associated with all activities for payment.
All activities funded with CDBG funds must meet one of the CDBG program's National Objectives:
benefit low- and moderate - income persons; aid in the prevention or elimination of slums or blight; or meet
community development needs having a particular urgency, as defined in 24 CFR 570.208
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS I3 -04)
Sanders Pines Playground Upgrades Page 2 of 27
1 W
51
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11. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14th day of May, 2013 and end on the 31st day of
October, 2013. 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 CDBG funds or other
CDBG assets, including program income.
III. AGREEMENT AMOUNT
The COUNTY agrees to make available THIRTEEN THOUSAND FIVE HUNDRED DOLLARS
($13,500) for the use by the SUBRECIPIENT for SANDERS PINES PLAYGROUND UPGRADES during the
Term of the Agreement (hereinafter, the aforestated amount including, without limitation, any additional
amounts included thereto as a result of a subsequent amendment(s) to the Agreement, shall be referred to as the
"Funds "). The SUBRECIPIENT project budget shall be as follows:
Line Item Description
CDBG
Funds
Project Component #I-Playground equipment
$10,315
Project Component #2- Mailboxes
$ 3,185
TOTAL
$13,500
Modifications to the "Budget and Scope" may only be made if approved in advance. Budgeted fund
shifts between cost categories and activities shall not be more than 10% and does not signify a change in scope.
Fund shifts that exceed 10% of a cost category and activity shall be made with board approval.
All improvements specified in Section I. Scope of Services shall be performed by SUBIECIPIENT
employees, or shall be put out to competitive bidding under a procedure acceptable to the COUNTY and
Federal requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest,
responsive and qualified bidder. Contract administration shall be handled by the SUBRECIPIENT and
monitored by I-II-IVS, which shall have access to all records and documents related to the project.
The County shall reimburse 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. 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 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."
Immokalee Non - Profit Housing, Ine.
d /b /a
Immokalee Housing & Family Serviees
CDBG (CDS 13 -04)
Sanders Pines Playground Upgrades Page 3 of 27
G
The following table details the project deliverables and payment schedule.
Deliverable
Payment Schedule
Project Component #1-
Submission of monthly invoices on AIA
Playground equipment
G702 -1992 form or equivalent document.
Final 10% ($1,031.50) released upon
documentation of playground equipment
complete. Supporting documents of
payment must be provided as backup.
Project Component #2-
Submission of monthly invoices on AIA
Mailboxes
G702 -1992 form or equivalent document.
Final 10% ($318.50) released upon
documentation of Mailboxes installed and
complete. Supporting documents of
payment must be provided as back up.
Individuals Served
Proof that a minimum of 41
N/A
families are served via exhibit
D and supporting documents
quarterly
Annual submittal of asset
N/A
inventory for equipment
purchased.
IV. NOTICES
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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: Sandra Marrero, Grant Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
(239)252 -2399
sandramarrero @colliergov.net
SUBRECIPIENT ATTENTION: Susan Golden, Executive Director
Immokalee Non - Profit Housing, Inc.
d/b /a
Immokalee Housing & Family Services
2449 Sanders Pines Circle
Immokalee, FL 34142
(239)687 -8333
Sgolden @ihfservices.org
Immokalee Non - Profit Housing, Inc.
d/b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
Sanders Pines Playground Upgrades Page 4 of 27
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V. ADDITIONAL CONDITIONS AND COMPENSATION
The parties acknowledge that the Funds originate from CDBG grant funds from HUD and must be
implemented in full compliance with all of HUD's rules and regulations and any agreement between COUNTY
and HUD governing CDBG funds pertaining to this Agreement. In the event of curtailment or non- production
of said federal funds, the financial sources necessary to continue to pay the SUBRECIPIENT all or any portions
of the funds will not be available. In that event, the COUNTY may terminate this Agreement, which termination
shall be effective as of the date that it is determined by the County Manager or designee, in his -her sole
discretion and judgment, that the Funds are no longer available. In the event of such termination, the
SUBRECIPIENT agrees that it will not look to, nor seek to hold the COUNTY, nor any individual member of
the County Commissioners and /or County Administration, personally liable for the performance of this
Agreement, and the COUNTY shall be released from any further liability to SUBRECIPIENT under the terms
of this Agreement.
VI. GENERAL CONDITIONS
A. SUBCONTRACTS
No part of this Agreement may be assigned or subcontracted without the written consent of the
COUNTY, which consent, if given at all, shall be at the COUNTY's sole discretion and judgment.
B. GENERAL COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning Community
Development Block Grants (CDBG)) including subpart K of these regulations, except that (1) the
SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24 CFR 570.604
and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating the review process
under the provisions of 24 CFR Part 52. The SUBRECIPIENT also agrees to comply with all other applicable
Federal, state and local laws, regulations, and policies governing the funds provided under this contract. The
SUBRECIPIENT further agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available.
C. INDEPENDENT CONTRACTOR
Nothing contained in this Agreement is intended to, or shall be construed in any manner, as creating or
establishing the relationship of employer /employee between the parties. The SUBRECIPIENT shall at all times
remain an "independent contractor" with respect to the services to be performed under this Agreement. Unless
otherwise provided by the Scope of Services, the Grantee shall be exempt from payment of all Unemployment
Compensation, FICA, retirement, life and /or medical insurance and Workers' Compensation Insurance, as the
SUBRECIPIENT is an independent contractor.
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d /b /a
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CDBG (CDS 13 -04)
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D. AMENDMENTS
The COUNTY or SUBRECIPIENT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or SUBRECIPIENT from its
obligations under this Agreement. No amendments to this agreement will be granted ninety (90) days prior to
end date of this agreement.
The COUNTY may, in its discretion, amend this Agreement to conform with Federal, state or local
governmental guidelines, policies and available funding amounts, or for other reasons. If such amendments
result in a change in the funding, the scope of services, or schedule of the activities to be undertaken as part of
this Agreement, such modifications will be incorporated only by written amendment signed by both Grantee
and SUBRECIPIENT.
Expiration of Agreement: If the SUBRECIPIENT does not complete the project within the time
period, the COUNTY Manager or designee may grant a cumulative time extension of no more than 180 days
and modify any subsequent project work plans to reflect the extension. The request must be submitted no later
than ninety (90) days prior to end date of this agreement.
E. INDEMNIFICATION
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and hold
harmless Collier County, its officers, agents and employees from any and all claims, liabilities, damages, losses,
costs, and causes of action which may arise out of an act, omission, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the SUBRECIPIENT or any of its agents, officers, servants, employees, contractors,
patrons, guests, clients, licensees, invitees, or any persons acting under the direction, control, or supervision of
the SUBRECIPIENT in the performance of this Agreement. This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The SUBRECIPIENT shall pay all claims and losses of
any nature whatsoever in connection therewith and shall defend all suits in the name of the COUNTY and shall
pay all costs (including attorney's fees) and judgments which may issue thereon. This Indemnification shall
survive the termination and /or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of Collier County. The foregoing indemnification shall not constitute a waiver
of sovereign immunity beyond the limits set forth in Section 768.28, Florida Statutes.
F. GRANTEE RECOGNITION /SPONSORSHIPS
The SUBRECIPIENT agrees that all notices, informational pamphlets, press releases, advertisements,
descriptions of the sponsorships of the Program, research reports and similar public notices prepared and
released by the SUBRECIPIENT for, on behalf of, and /or about the Program shall include the statement:
"FINANCED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
(HUD) AND COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
DEPARTMENT"
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d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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and shall appear In the same size letters or type as the name of the SUBRECIPIENT. This design ' eo ce n p s
intended to disseminate key information regarding the development team as well as Equal Housing Opportunity
to the general public. Construction signs shall comply with applicable COUNTY codes.
G. TERMINATION
In accordance with 24 CFR 85.43, the Grantee may suspend or terminate this Agreement if the
SUBRECIPIENT materially fails to comply with any terms of this Agreement, which include (but are not
limited to), the following:
1. Failure to comply with any of the rules, regulations or provisions referred to herein, or such
statutes, regulations, executive orders, and HUD guidelines, policies or directives as may
become applicable at any time;
2. Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper manner its
obligations under this Agreement;
3. Ineffective or improper use of funds provided under this Agreement; or
4. Submission by the SUBRECIPIENT to the Grantee reports that are incorrect or incomplete in
any material respect.
In accordance with 24 CFR 85.44, this Agreement may also be terminated for convenience by either the
Grantee or the SUBRECIPIENT, in whole or in part, by setting forth the reasons for such termination, the
effective date, and, in the case of partial termination, the portion to be terminated. However, if in the case of a
partial termination, the Grantee determines that the remaining portion of the award will not accomplish the
purpose for which the award was made, the Grantee may terminate the award in its entirety.
VII. REVERSION OF ASSETS
In the event of a termination of this Agreement or upon expiration of the Agreement and in addition to
any and all other remedies available to the COUNTY (whether under this Agreement or at law or in equity) the
SUBR.ECIPIENT shall immediately transfer to the COUNTY any funds on hand at the time of termination (or
expiration) and any accounts receivable attributable to the use of CDBG funds. The COUNTY's receipt of any
funds on hand at the time of termination shall not waive the COUNTY's right (nor excuse SUBRECEIPIENT's
obligation) to recoup all or any portion of the funds, as the COUNTY may deem necessary.
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole or in
part with CDBG funds (including CDBG funds provided to the SUBRECIPIENT in the form of a loan) in
excess of $25,000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section 570.901) until
five (5) years after expiration of the term of this Agreement or for such longer period of time as
determined to be appropriate by the COUNTY and as memorialized by the COUNTY and the
SUBRECIPIENT in an amendment to this Agreement or such instrument as the COUNTY at its
discretion determines appropriate; or
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d /b /a
linmokalcc Housing & Family Services
CDBG (CDS 13 -04)
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b. If not used in accordance with the above subsection (a) the SUBRECIPIENT shall pay to the
COUNTY an amount equal to the current market value of the property less any portion of the value
attributable to expenditures of non -CDBG funds for the acquisition of or improvements to, the
property. No payment is required after the period of time specified in subsection (a).
Title to equipment acquired by SUBRECIPIENT shall vest with the SUBRECIPIENT, subject to the
conditions outlined in 24 CFR 84.34.
Title to supplies and other expendable property shall vest with the SUBRECIPIENT upon acquisition
subject to the conditions outlined in 24 CFR 84.35,
VIII. INSURANCE
SUBRECIPIENT shall not commence any work and /or services pursuant to this Agreement until all
insurance required under this Section and outlined in Exhibit "A" has been obtained, and carried, at all times
during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
The SUBRECIPIENT shall maintain sufficient records in accordance with 24 CFR 570.502 and 570.506
to determine compliance with the requirements of this Agreement, the CDBG Program and all other applicable
laws and regulations. This documentation shall include, but not be limited to, the following:
B. DOCUMENTATION AND RECORDKEEPING
1. All records required by CDBG.
2. All reports, plans, surveys, information, documents, maps, books, records and other data
procedures developed, prepared, assembled, or completed by the SUBRECIPIENT for the
purpose of this Agreement shall be made available to the COUNTY by the SUBRECIPIENT at
any time upon request by the COUNTY or HHVS. Materials identified in the previous sentence
shall be in accordance with generally accepted accounting principles, procedures and practices,
which sufficiently and properly reflect all revenues and expenditures of funds provided directly
or indirectly by this Agreement, including matching funds and Program Income. These records
shall be maintained to the extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses of
whatever nature for which reimbursement is claimed under the provisions of this Agreement.
Upon completion of all work contemplated under this Agreement copies of all documents and
records relating to this Agreement shall be surrendered to HHVS if requested. In any event the
SUBRECIPIENT shall keep all documents and records in an orderly fashion in a readily
accessible, permanent and secured location for four (4) years after expiration of this Agreement
with the following exception: if any litigation, claim or audit is started before the expiration date
of the four (4) year period, the records will be maintained until all litigation, claim or audit
findings involving these records are resolved. The COUNTY shall be informed in writing if an
Immokalee Non - Profit Housing, Ine.
d /b /a
Immokalee Housing & Family Serviccs
CDBG (CDS 13 -04)
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agency ceases to exist after closeout of this Agreement of the address where the records are to be
kept as outlined in 24 CFR 85.42.
4. The SUBRECIPIENT shall maintain records showing compliance with the Davis -Bacon Law,
including files containing contractor payrolls, employee interviews, Davis -Bacon wage rates, and
administrative cross - referencing. SUBRECIPIENT shall maintain records showing contractor
compliance with the Contract Work Hours and Work Safety Law. Similarly, the
SUBRECIPIENT shall maintain records showing compliance with federal purchasing
requirements and with other federal requirements for grant implementation.
The SUBRECIPIENT will be responsible for the creation and maintenance of income eligible
files on clients served and documentation that all households are eligible under HUD Income
Guidelines. The SUBRECIPIENT agrees that HHVS shall be the final arbiter on the
SUBRECIPIENT's compliance.
The SUBRECIPIENT shall document how the National Objective(s) as defined in 24 CFR
570.208 and the eligibility requirement(s) under which funding has been received, have been
met. These also include special requirements such as necessary and appropriate determinations
as defined in 24 CFR 570.209, income certification, and written Agreements with beneficiaries,
where applicable.
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 quarterly progress reports to the COUNTY on the 15 t
day of January, April, July and October respectively for the prior quarter period end. As part of the report
submitted in October, the SUBRECIPIENT also agrees to include, a comprehensive final report covering the
agreed -upon Program objectives, activities and expenditures and including, but not limited to, performance data
on client feedback with respect to the goals and objectives set forth in Exhibit "D ". Exhibit "D" contains an
example reporting form to be used in fulfillment of this requirement. 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 or HUD to enable HHVS to evaluate said progress and to allow for completion of
Immokalee Non -Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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reports required. The SUBRECIPIENT shall allow HHVS or HUD to monitor the SUBRECIPIENT on site.
Such site visits may be scheduled or unscheduled as determined by HHVS or HUD.
D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND HUD
REQUIREMENTS
The SUBRECIPIENT agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available for specified activities.
E. PURCHASING
All purchasing for services and goods, including capital equipment, shall be made by purchase order or
by a written contract and in conformity with the thresholds of Collier County Purchasing Policy.
Purchasing Threshold Policy
Dollar Range $
Quotes
Under $3K
1 Written Quote
Above $3K to $ I OK
3 Written Quotes
Above $ l OK to $50K
3 Written Quotes
Above $50K
Request for Proposal (RFP)
Invitation for Bid (IFB
F. AUDITS AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and /or its representatives) may
deem necessary, the SUBRECIPIENT shall make available all records, documentation and any other data
relating to all matters covered by the Agreement for review, inspection or audit.
G. PROGRAM - GENERATED INCOME
Any "Program Income" (as such term is defined under applicable Federal regulations) gained from any
activity of the SUBRECIPIENT funded by CDBG funds shall be reported to the COUNTY, utilized by the
SUBRF.,CIPIF.,NT and shall be in compliance with 24 CFR 570.504(c) in the operation of the Program.
H. GRANT CLOSEOUT PROCEDURES
SUBRECIPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final payments,
disposing of program assets (including the return of all unused materials, equipment, unspent cash advances,
program income balances, and receivable accounts to the COUNTY), and determining the custodianship of
records. In addition to the records retention outlined in Section X.13.3, the SUBRECIPIENT shall comply with
Section 119.021 Florida Statutes regarding records maintenance, preservation and retention.
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d /b /a
Immokalee Housing & Family Serviees
CDBG (CDS 13 -04)
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X. OTHER PROGRAM REQUIREMENTS
A. OPPORTUNITIES FOR RESIDENTS AND CIVIL RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall be excluded from the benefits of, or be subjected to,
discrimination under any activity carried out by the performance of this Agreement on the basis of race, color,
disability, national origin, religion, age, familial status, or sex. Upon receipt of evidence of such discrimination,
the COUNTY shall have the right to terminate this Agreement.
To the greatest extent feasible, lower - income residents of the project areas shall be given opportunities
for training and employment; and to the greatest feasible extent eligible business concerns located in or owned
in substantial part by persons residing in the project areas shall be awarded contracts in connection with the
project. The SUBRECIPIENT shall comply with Section 3 of the Housing and Community Development Act of
1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY/WOMEN-OWNED BUSINESS
ENTERPRISES
The SUBRECIPIENT will use its best efforts to afford small businesses, minority business enterprises,
and women's business enterprises the maximum practicable opportunity to participate in the performance of this
contract. As used in this contract, the terms "small business" means a business that meets the criteria set forth in
section 3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "'minority and women's business
enterprise" means a business at least fifty -one (5 1) percent owned and controlled by minority group members or
women. For the purpose of this definition, "minority group members" are Afro- Americans, Spanish - speaking,
Spanish surnamed or Spanish- heritage Americans, Asian - Americans, and American Indians. The
SUBRECIPIENT may rely on written representations by businesses regarding their status as minority and
female business enterprises in lieu of an independent investigation.
C. PROGRAM BENEFICIARIES
At least fifty -one percent (51 %) of the beneficiaries of a project funded through this Agreement must be
low- and moderate- income persons. If the project is located in an entitlement city, as defined by HUD, or
serves beneficiaries countywide, more than thirty percent (30 %) of the beneficiaries directly assisted under this
Agreement must reside in unincorporated Collier County or in municipalities participating in the County's
Urban County Qualification Program,
D. AFFIRMATIVE ACTION PLAN
The SUBRECIPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
Executive Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action guidelines to
the SUBRECIPIENT to assist in the formulation of such program. The SUBRECIPIENT shall submit a plan for
an Affirmative Action Program for approval prior to the award of funds.
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d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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E. CONFLICT OF INTEREST
The SUBRE-CIPIENT 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 570.6)l
"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.
XI. CONDITIONS FOR RELIGIOUS ORGANIZATIONS
CDBG funds may be used by religious organizations or on property owned by religious organizations
only in accordance with requirements set in Section 24 CFR 570.2000). The SUBRECIPIENT shall comply
with First Amendment Church/State principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of religion
and will not limit employment or give preference in employment to persons on the basis of religion
b. It will not discriminate against any person applying for public services on the basis of religion and
will not limit such services or give preference to persons on the basis of religion
c. It will retain its independence from Federal, State and local governments and may continue to carry
out its mission, including the definition, practice and expression of its religious beliefs, provided that
it does not use direct CDBG funds to support any inherently religious activities, such as worship,
religious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to the
extent that those structures are used for inherently religious activities. Where a structure is used for
both eligible and inherently religious activities, CDBG funds may not exceed the cost of those
portions of the acquisition, construction or rehabilitation that are attributable to eligible activities in
accordance with the cost accounting requirements applicable to CDBG funds in this part.
Sanctuaries, chapels, or other rooms that a CDBG funded religious congregation uses as its principal
place of worship, however, are ineligible for CDBG funded improvements.
XII. SEVERABILITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a
determination shall not affect the validity or enforceability of any other section or part thereof.
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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IN WITNESS WHEREOF, the Sub recipient and the County, have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on this 14th day of May, 2013.
ATTEST: .,ry BOARD O C Y CO MISSIONERS OF
DWLQHT E. BROCK,,�LERK COLLIE CO Y, F RIDA
By:
@St
is ','w GEO G ILLER, ESQ., CHAIRWOMAN
sigti�►true oniy,��.
Dated:
SEAL)
IMMOKALEE NON - PROFIT HOUSING, INC.
d /b /a IMMOKALEE HOUSING & FAMILY SERVICES
By:
<usan M. Golden
`-w'som K
Susan M. Golden, Executive Director
Approved as to form and legal sufficiency:
Jennifer . White, Assistant County Attorney
immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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EXHIBIT "A"
INSURANCE REQUIREMENTS
The SUBRECIPIENT shall furnish to Collier County, c/o Housing, Human and Veteran Services
Department, 3339 E. Tamiami Trail, Suite 211, Naples, Florida 34112, Certificate(s) of Insurance evidencing
insurance coverage that meets the requirements as outlined below:
Workers' Compensation as required by Chapter 440, Florida Statutes.
2. Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
3. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County shall be named as an additional
insured.
DESIGN STAGE (IF APPLICABLE)
In addition to the insurance required in 1 — 3 above, a Certificate of Insurance must be provided as
follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed design
professional employed by the SUBRECIPIENT in an amount not less than $1,000,000 per
occurrence /$1,000,000 aggregate providing for all sums which the SUBRECIPIENT and /or the
design professional shall become legally obligated to pay as damages for claims arising out of
the services performed by the SUBRECIPIENT or any person employed by the
SUBRECIPIENT in connection with this contract. This insurance shall be maintained for a
period of two (2) years after the certificate of Occupancy is issued. Collier County shall be
named as an additional insured.
CONSTRUCTION PHASE (IF APPLICABLE)
In addition to the insurance required in 1 — 4 above, the SUBRECIPEINT shall provide or cause its
Subcontractors to provide original certificates indicating the foIlowing types of insurance coverage prior to any
construction:
5. Completed Value Builder's Risk Insurance on an "All Risk" basis in an amount not less than one
hundred (100 %) percent of the insurable value of the building(s) or structure(s). The policy shall
be in the name of Collier County and the SUBRECIPIENT.
b. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C.
4001), the Subrecipient shall assure that for activities located in an area identified by the Federal
Immokalee Non -Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDs 13 -04)
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Emergency Management Agency (FEMA) as having special flood hazards, flood insurance
under the National Flood Insurance Program is obtained and maintained as a condition of
financial assistance for acquisition or construction purposes (including rehabilitation).
OPERATION /MANAGEMENT PHASE (IF APPLICABLE)
After the Construction Phase is completed and occupancy begins, the following insurance must be kept
in force throughout the duration of the loan and/or contract:
Workers' Compensation as required by Chapter 440, Florida Statutes.
Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less that $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County as an additional insured.
10. Property Insurance coverage on an "All Risk" basis in an amount not less than one hundred
(100 %) of the replacement cost of the property. Collier County must be shown as a Loss payee
with respect to this coverage A.T.I.M.A.
11. Flood Insurance coverage for those properties found to be within a flood hazard zone for the full
replacement values of the structure(s) or the maximum amount of coverage available through the
National Flood Insurance Program (NFIP). The policy must show Collier County as a Loss
Payee A.T.I.M.A.
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d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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EXHIBIT "B"
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION I: REQUEST FOR PAYMENT
Sub recipient Name: Immokalee Non -Profit Housing, Inc. d /b /a Immokalee Housing & Family
Services
Sub recipient Address: 2449 Sander Pines Circle, Immokalee, FL 34142
Project Name: Sanders Pines Playground Upgrades
Project No: CDS 13 -04 Payment Request #
Dollar Amount Requested: $
SECTION II: STATUS OF FUNDS
I . 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
$ 13,500
$
$
6. Current Grant Balance (Initial Grant Amount Awarded
Less Sum of all requests) $
I certify that this request for payment has been drawn in accordance with the terms and conditions of the
Agreement between the COUNTY and us, as the SUBRECIPIENT. I also certify that the amount of the
Request for Payment is not in excess of current needs.
Signature Date
Title
Authorizing Grant Coordinator
Supervisor
Dept Director
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
(approval authority under $14,999)
(approval required $15,000 and above)
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ioply
EXHIBIT "C"
RELEASE AND AFFIDAVIT FORM
CONSTRUCTION ONLY
The SUBRECIPIENT certifies for itself and its contractors that all charges for labor, materials, supplies,
lands, licenses and other expenses for which COUNTY might be sued or for which a lien or a demand against
any payment bond might be filed, have been satisfied and paid. This document is in compliance with Florida
Statutes Chapter 713,02 Part 1 — Waiver or Release of Liens
This Release and Affidavit is given in connection with the SUBRECIPIENT's (monthly /final) Request
for Payment.
Witness:
QM
Print name and title
STATE OF
COUNTY OF
Immolcalee Non - Profit Housing, Inc. d /b /a
Immolcalee Housing & Family Services
ITS: Executive Director
DATE:
The foregoing instrument was acknowledged before me this day of 20_, by
, as of
A Choose Not - For - Profit, or Corporation or Municipality on behalf of
Choose Not - For - Profit, Corporation or Municipality . He /She is personally known to me OR has
produced as identification and who did (did not) take an oath.
My Commission Expires:
Name:
(Signature)
(Legibly Printed)
(AFFIX OFFICIAL SEAL) Notary Public, State of:
Commission No.:
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CD13G (CDs 13 -04)
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EXHIBIT "D"
QUARTERLY PROGRESS REPORT
Sub - recipients: Please fill in the following shaded areas of the report
A. Outcome
Outcome 1;
Outcome 2:
Outcome 3:
Outcome 4:
B. Goal
Outcom
Is this project still in compliance with the original project schedule? If more than 2 months behind schedule, must submit anew timeline
2. for approval.
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CDBG (CDS 13 -04)
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/r^
El
Yes
If no, explain:
El
No
3. 1 Since May 14, 2013, of the persons assisted, how many....
a. ...now have new access (continuing) to this service or benefit? p
b. ...now has improved access to this service or benefit? 1p
C. ... now receive a service or benefit that is no longer substandard? 0
TOTAL: 0
4. 1 What funding sources are applied for this period
Section 108 Loan Guarantee
Other Consolidated Plan Funds
Other Federal Funds
State / Local Funds
Total Other Funds
Immokalee Non -Profit I iousing, Ine.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
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HOPWA
CDBG
ESG
HOME -
Total
Entitlement $
Funds
16D11
i` J
UARTEI
5.
I What Is the total number atUNDUPLICE
a.
Total No. of adult females sarved: 0r
b,
Total No. of adult males served:
C. Total No. of families served: 0': •Total
TOTAL: 0
C.
Total Nor of families served: '.:0 -.
s,
What Is the total number of UNDUPLIC{
DO NOT COMPLETE BOTH QUESTION 7 AND 8.
T. PRESUMED BENEFICIARY DATA
EXHIBIT "D"
LY PROGRESS REPORT
ED clients served this quarter, Ifappllcable?
'Total No of females served under 18: • 0
Total No. of males served tinder 18: 0 ; ..
TOTAL; 0
Total No. of female head of household: 0':-
a. Total rum bar of adult females served 0' -.
Total number of females served under 18:
b. Total number of adult males served. 0.;. `:
Total number of males served under 18:
TOTAL: 0
TOTAL: 0
C. Total No. of families served: 0': •Total
No. of female head of household: 0
CoaElete EITHER question 97 OR p8. Complete question
p7 d your program and serves clients in one of more of the listed HUD Presumed
Benefit celegoiies. Complete question M8 if any client in your
program does not fall into a Presumed Benefit category.
DO NOT COMPLETE BOTH QUESTION 7 AND 8.
T. PRESUMED BENEFICIARY DATA
8. OTHER BENEFICIARY DATA INCOME RANGE
Indicate the total number of UNDUPLICATED
Indicate the total number of LINO /P ATED persons
persons served since October 1 who fall Into
served since October 1 who fall into each income
each presumed benefit category (the total
category (the lotalshouldequal the totalin question it8):
should equal the total in question H8):
Report as:
Report as;
0 - Abused Children
0'' Extremely low Income (0 -30 %)
0 Homeless Poison
D . Low Income (31 -50 %)
6 Battered Spouses
. O' lVbderats Income (51.80%)
0. -.. Persons w/ HIV/AIDS
0 ': Above Moderate Income ( >00 %)
0' Elderly Persons
0 Veterans
-0'. Clvonicallyl Mentally ill
0 Physically DisabedAdults
0':. Other -Youth
TOTAL: 0
TOTAL: 0
9. Racial & Ethnic Data: if applicable)
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
While
of whom, how many are Hispanic?
Black/Afrcan Amercan 0 ;
0 f ,of whom, how marry are Hispanic?
Asian ' 0 �_
0 `: °; of whom, how many are Hispanic?
American #-dJa iWaska Native D -
o',; of whom, how many are Hispanic?
Native HawaiiaNOlher Pacific Islander 0-
0 :'? , of whom, how many are Hispanic?
American IndiarVAaskan Native 8 While 0'.
".0 `': of whom, how many are Hispanic?
BlacktAfrican American 8 While 0 ?
0 ", of whom, haw many are Hispanic?
Am. IndianlAaska Native 8 Black/African Am 0 I
0 ^1 of whom, how many are Hispanic?
Other MjU -raclal 0 '
0 '•; ofwhom, how many are Hispanic?
Other ,D ...
01 ; of whom, how many are Hispanic?
TOTAL: 0
0 TOTAL HISPANIC
Name:
Tile:
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
Sanders Pines Playground Upgrades
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Signature:
Your typed name ere represen s your eec ionic
signature
16D11
16 D 1. _r
EXHIBIT "E"
ANNUAL AUDIT MONITORING REPORT
OMB Circular A -133 Audits of States, Local Governments, and Non - Profit Organizations requires the Collier
County Housing, Human and Veterans Services Department to monitor our sub recipients of federal awards
and determine whether they have met the audit requirements of the circular and whether they are in
compliance with federal laws and regulations. Accordingly, we are requiring that you check one of the
following, provide all appropriate documentation regarding your organization's compliance with the audit
requirements, sign and date this form.
Sub recipient
Immokalee Non - Profit Housing, Inc.
Fiscal Year
Name
d /b /a
Period
Immokalee Housing & Family Services
Total State Financial Assistance Expended during
$
most recently completed Fiscal Year
Total Federal Financial Assistance Expended during most
$
recently completed Fiscal Year
Check Appropriate Boxes
We have exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending
❑
as indicated above and have completed our Circular A -133 audit. A copy of the audit report
and management letter is attached.
We exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending as
indicated above and expect to complete our Circular A -133 audit by . Within
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
We are not subject to the requirements of OMB Circular A -133 because we:
O Did not exceed the $500,000 federal /state expenditure threshold for the fiscal year
indicated above
O Are a for - profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and K applicable, the independent auditor's
management letter.
Iii rnnain s were notes, piease enclose a copy or ine responses ana corrective action ian.
Certification Statement
I hereby certify that the above information is true and accurate.
Signature � Date
Print Name and Title
Immokalee Non - Profit Housing, Inc.
d /b /a
Immokalee Housing & Family Services
CDBG (CDS 13 -04)
Sanders Pines Playground Upgrades Page 21 of 27
EXHIBIT "F" 16011
LOCAL AND FEDERAL RULES REGULATIONS AND LAWS
24 CFR 570, as amended - The regulations governing the expenditure of Community Development Block
Grant (CDBG) funds.
2. 24 CFR 58 - The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of 1974 as
amended
4. Title VI of the Civil Rights Act of 1964 as amended, Title VI11 of the Civil Rights Act of 1968 as amended
24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which prohibits
discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ( "Equal Employment Opportunity "), as amended by Executive Orders 11375 and
12086 - which establishes hiring goals for minorities and women on projects assisted with federal funds and
as supplemented in Department of Labor regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of 1972, 42
USC § 2000e, et. seq. The SUBRECIPIENT will, in all solicitations or advertisements for employees placed
by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or Affirmative Action
employer.
24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban Development Act
of 1968, as amended. Compliance with the provisions of Section 3 of the HUD Act of 1968, as amended,
and as implemented by the regulations set forth in 24 CFR 135, and all applicable rules and orders issued
hereunder prior to the execution of this contract, shall be a condition of the Federal financial assistance
provided under this contract and binding upon the COUNTY, the SUBRECIPIENT and any of the
SUBRECIPIENT's Sub - recipients and subcontractors. Failure to fulfill these requirements shall subject the
COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's Sub - recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal assistance is
provided. The SUBRECIPIENT certifies and agrees that no contractual or other disability exists that would
prevent compliance with these requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to include the
following language in all subcontracts executed under this Agreement:
"The work to be performed under this Agreement is a project assisted under a program
providing direct Federal financial assistance from HUD and is subject to the
requirements of Section 3 of the Housing and Urban Development Act of 1968, as
amended (12 U.S.C. 1701). Section 3 requires that to the greatest extent feasible
opportunities for training and employment be given to low- and very low- income
residents of the project area, and that contracts for work in connection with the project
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CDBG (CDs 13 -04)
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16D11
be awarded to business concerns that provide economic opportunities for low- and very
low- income persons residing in the metropolitan area in which the project is located."
The SUBRECIPIENT further agrees to ensure that opportunities for training and employment arising in
connection with a housing rehabilitation (including reduction and abatement of lead -based paint
hazards), housing construction, or other public construction project are given to low- and very low -
income persons residing within the metropolitan area in which the CDBG - funded project is located;
where feasible, priority should be given to low- and very low- income persons within the service area of
the project or the neighborhood in which the project is located, and to low- and very low- income
participants in other HUD programs; and award contracts for work undertaken in connection with a
housing rehabilitation (including reduction and abatement of lead -based paint hazards), housing
construction, or other public construction project to business concerns that provide economic
opportunities for low- and very low - income persons residing within the metropolitan area in which the
CDBG - funded project is located; where feasible, priority should be given to business concerns that
provide economic opportunities to low- and very low- income residents within the service area or the
neighborhood in which the project is located, and to low- and very low- income participants in other
HUD programs.
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity exists that would
prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended by
Executive Orders 11375, 11478, 12107 and 12086.
10. Contract Work Hours and Safety Standards Act, 40 USC 327 -332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.
14. 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use of
apprentices and trainees on federally assisted projects as mandated by the Davis -Bacon Act. HUD Form
4010 must be included in all construction contracts funded by CDBG. (See 42 USC 276a and 24 CFR
135.11(c)).
15. Executive Order 11914 - Prohibits discrimination with respect to the handicapped in federally assisted
projects.
16. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular Letter 79 -45 -
which prescribes goal percentages for participation of minority businesses in Community Development
Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non - discrimination in employment and contracting
opportunities laws, regulations, and executive orders referenced in 24 CFR 570.607, as revised by Executive
Order 13279. The applicable non - discrimination provisions in Section 109 of the HCDA are still applicable.
Immokalee Non -Profit housing, Inc,
d/b /a
Immokalee Housing & Family Serviccs
CDBG (CDS 13 -04)
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16D11
18. Public Law 100 -430 - the Fair Housing Amendments Act of 1988.
19. 24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non - Profit Organizations and specified by the following subsections:
Subpart A — General;
Subpart B — Pre -Award Requirements, except for 84.12, Forms for Applying for Federal Assistance;
Subpart C — Post -Award Requirements, except for:
• Section 84.22, Payment Requirements- Grantees shall follow the standards of 85.20(b)(7)
and 85.21 in making payments to SUBRECIPIENTs;
• Section 84.23, Cost Sharing and Matching;
• Section 84.24, Program Income — in lieu of 84.24 CDBG SUBRECIPIENTs shall follow
570.504;
• Section 84.25, Revision of Budget and Program Plans;
• Section 84.32, Real Property — In lieu of 84.32, CDBG SUBRECIPIENTs shall follow
570.505;
• Section 84.34(g), Equipment — In lieu of the disposition provisions of 84.34(g) the following
applies:
• In all cases in which equipment is sold, the proceeds shall be program income (pro-
rated to reflect the extent to which CDBG funds were used to acquire the equipment);
and
• Equipment not needed by the SUBRECIPIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
• Section 84.35, Supplies and other Expendable Property
• Section 84.51(b), (c), (d), (e), (f) and (h), Monitoring and Reporting Program Performance;
• Section 84.52, Financial Reporting;
• Section 84.53(b), Retention and Access Requirements for Records. Section 84.53(b) applies
with the following exceptions:
• The retention period referenced in 84.53(b) pertaining to individual CDBG activities
shall be four years; and
• The retention period starts from the date of submission of the annual performance and
evaluation report, as prescribed in 24 CFR 91.520, in which the specific activity is
reported on for the final time rather than from the date of submission of the final
expenditure report for the award;
• Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG SUBRECIPIENTs
shall comply with 570.503(b)(7); and
Subpart D — After -the -Award Requirements — except for 84.7 1, Closeout Procedures
20, 24 CFR 85 - Administrative Requirements for Grants and Agreements to State and Local Governments shall
be followed for sub recipients that are governmental entities.
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations relating
thereto. Failure by the SUBRECIPIENT to comply with the laws referenced herein shall constitute a breach
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16D11
of this agreement, and the County shall have the discretion to unilaterally terminate this agreement
immediately.
22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give, either directly
or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, as amended, and
County Administrative Procedure 5311.
23. Order of Precedence - In the event of any conflict between or among the terms of any of the Contract
Documents, the terms of the Agreement shall take precedence over the terms of all other Contract
Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement. To
the extent any conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, if any, or the Agreement, the conflict shall be resolved by imposing the more
strict or costly obligation under the Contract Documents upon the Contractor at Owner's discretion.
24. Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement to
resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes
by negotiation. Any situations when negotiations, litigation and/or mediation shall be attended by
representatives of SUBRECIPIENT with full decision - making authority and by COUNTY'S staff person
who would make the presentation of any settlement reached during negotiations to COUNTY for approval.
Failing resolution, and prior to the commencement of depositions in any litigation between the parties
arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed -upon Circuit Court Mediator certified by the State of Florida. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring mediation under §
44.102, Florida Statutes. The litigation arising out of this Agreement shall be Collier County, Florida, if in
state court and the US District Court, 201" Judicial Court of Florida, if in federal court. BY ENTERING
INTO THIS AGREEMENT, COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE
ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION
RELATED TO, OR ARISING OUT OF, THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 125I, et seq., as amended.
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002 and 24
CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an area identified
by FEMA as having special flood hazards, flood insurance under the National Flood Insurance Program is
obtained and maintained. If appropriate, a letter of map amendment (LOMA) may be obtained from FEMA,
which would satisfy this requirement and/or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with assistance
provided under this contract shall be subject to HUD Lead -Based Paint Poisoning Prevention Act found at
24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth in the National
Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set forth in 36 CFR Part
800, Advisory Council on Historic Preservation Procedures for Protection of Historic Properties, insofar as
Immokalee Non - Profit Housing, Ine,
d /b /a
Immokalee Housing & Family Serviees
CDBG (CDs 13 -04)
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i t'
16011
they apply to the performance of this agreement.
In general, this requires concurrence from the State Historic Preservation Officer for all rehabilitation and
dernolition of historic properties that are fifty years old or older or that are included on a federal, state or
local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug -free workplaces in accordance with the Drug-
Free Workplace Act of 1988 (4 I USC 701).
30. The SUBRECIPIENT certifies that neither it, nor its principals, is presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal Department or agency; and, that the SUBRECIPIENT shall not knowingly enter into any lower tier
contract, or other covered transaction, with a person who is similarly debarred or suspended from
participating in this covered transaction as outlined in 24 CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever is applicable, and
agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal
controls, and maintain necessary source documentation for all costs incurred.
States, local >?overnments, and Indian Tribes follow:
• A -87 for Cost Principles
• A -102 for Administrative Requirements
Educational Institutions (even if part of a State or local government) follow:
• A -2I for Cost Principles
• A -110 for Administrative Requirements
Non - Profit Organizations follow:
• A -122 for Cost Principles
• A -110 for Administrative Requirements
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty (180) days
after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall comply with the
requirements and standards of OMB A -133, Audits of States, Local Governments, and Non - Profit
Organizations. If this Agreement is closed out prior to the receipt of an audit report, the COUNTY reserves
the right to recover any disallowed costs identified in an audit after such closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects stated
herein, and approved by the COUNTY in accordance with the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 and 49 CFR 24.I01, shall be subject to the provisions of CDBG
including, but not limited to, the provisions on use and disposition of property. Any real property within the
SUBRECIPIENT control, which is acquired or improved in whole or part with CDBG funds in excess of
$25,000, must adhere to the CDBG Regulations at 24 CFR 570.505.
34. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors and
consultants who will perform hereunder, have not been placed on the convicted vendor list maintained by
the State of Florida Department of Management Services within the 36 months immediately preceding the
date hereof. This notice is required by § 287.133 (3) (a), Florida Statutes.
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16011
35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with
the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form- I..LL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award documents
for all sub - awards at all tiers (including subcontracts, sub - grants, contracts under grants, loans, and
cooperative agreements) and that all SUBRECIPIENTS shall certify and disclose accordingly.
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per diem rates in
effect at the time of travel.
37. Any rule or regulation determined to be applicable by HUD.
38. Florida Statutes 713.20, Part 1, Construction Liens
39, Florida Statutes, 119.021 Records Retention
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d /b /a
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CDBG (CDS 13 -04)
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16D11
MEMORANDUM
Date: May 20, 2013
To: Elly Soto McKuen, Operations Analyst
Housing, Human & Veteran Services Department
From: Ann Jennejohn, Deputy Clerk
Minutes and Records Department
Re: CDBG Subrecipient Agreement with Habitat for Humanity
for Community Development Block Grant Project funding
Attached for your records is a copy of the agreement referenced above (Item #16D11)
approved by the Board of County Commissioners on Tuesday, May 14, 2013.
The original agreement will be on file in the Minutes and Records Department
for the Board's Official Record.
If you have any questions, please contact me at 252 -8406.
Thank you.
Attachment (1)
iboir
Grant # - B- 10 -UC -12 -0016
B- 11 -UC -12 -0016
B- 12 -UC -12 -0016
CFDA/CSFA# - 14.218
Subreci ient — Habitat for Humanity
DUNS # - 080676690
FETI # - 59- 1834379
Fiscal Year End: June 30th
Monitor End: September 30, 2018
AGREEMENT BETWEEN COLLIER COUNTY
AND
HABITAT FOR HUMANITY OF COLLIER COUNTY, INC.
THIS AGREEMENT is made and entered into this L��lay of May, 2013, 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 "Habitat for Humanity of Collier County, Inc. ", a
private not - for - profit corporation existing under the laws of the State of Florida, having its principal office at
11145 Tamiami Trail E, Naples, FL 34113.
WHEREAS, the COUNTY is an entitlement County of the United States Department of Housing and
Urban Development (HUD) grant program Community Development Block Grant Program funds and the
COUNTY expects to continue to receive entitlement funds from these grant programs to operate the
COUNTY's housing and community development activities; and
WHEREAS, pursuant to the aforesaid agreement, COUNTY is undertaking certain activities to
primarily benefit low and moderate income persons and neighborhoods and to alternatively use Community
Development Block Grant (CDBG) funds for: slum or blight treatment or for an urgent community need; to
improve the quality of life in Collier County by providing infrastructure improvements, public facilities, and
other activities which are related to neighborhood/community improvements; to improve the condition of life
for persons who require physical access or other services that meet their individual needs; and to provide for
long range community improvements by assessing current conditions and planning long range improvement
programs as described in the Consolidated Plan submission; and
WHEREAS, each year, the COUNTY prepares a One -Year Action Plan detailing how it intends to
allocate funds received from HUD to conduct eligible activities for the benefit of low and moderate - income
residents; and
WHEREAS, the Board of County Commissioners of Collier County approved various Collier County
Consolidated Plans and Annual Action Plans for the CDBG Program; and
WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning
the preparation of various Annual Action Plans, the County advertised a substantial amendment on March 14,
2013 with a 30 -day citizen comment period from March 14, 2013 through April 15, 2013; and
WHEREAS, on April 23, 2013 the COUNTY approved substantial amendments to various year's
Annual Action Plans providing CDBG funds in the amount of $235,000 to Habitat of Humanity of Collier
County, Inc. for the CDBG Re- roofing Project located at scattered sites to be determined throughout Collier
County; and
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
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16011
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is agreed by the
Parties as follows:
I. SCOPE OF SERVICES
The SUBRECIPIENT shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing CDBG funds, as determined by Collier County Housing, Human and
Veteran Services (HHVS), perform the tasks necessary to conduct the program as follows:
All activities funded with CDBG funds must meet one of the CDBG program's National Objectives:
benefit low- and moderate - income persons; aid in the prevention or elimination of slums or blight; or meet
community development needs having a particular urgency, as defined in 24 CFR 570.208.
Project Component 1: Project Delivery
The SUBRECIPIENT will perform application intake to screen for eligible program beneficiaries.
Prospective applicants will be income qualified to ensure that they meet a CDBG National
Objective. For the purposes of this agreement eligible applicants must meet the definition of the
LMH (Low /Mod Housing) National Objective in order to meet the National Objective requirement.
The SUBRECIPIENT will also ensure that a lien is placed on each CDBG assisted property for a
period of no less than five (5) years from the completion of the project. The SUBRECIPIENT will
evaluate prospective applications based on criteria as described within the CDBG application,
incorporated by reference.
Project Component 2: Roof Repair /Replacement
The FY2012 -2013 Action Plan identified and approved the project to allow Habitat for Humanity of
Collier County to rehabilitate and replace the roofs for twenty (20) low income homeowners in
Collier County. The project will ensure that the program beneficiary's roofs will be brought up to
current roofing standards, shingle wind warranty of at least 130 mph, an underlayment to protect the
dwelling from water intrusion, and all necessary items installed related to re- roofing the home. The
project must conform to HHVS rehabilitation standards and current Florida building code.
Specifically, improvements identified for funding are outlined in the budget in Section III. The
detailed project scope will be contained in the schedule of values awarded in the project's
construction contract. The project's construction contract will include details sufficient to document
the number, amount and costs associated with all activities for payment. The Subrecipient is required
to submit to the Grantee project and financial reports on a quarterly basis as defined in "Exhibit D ".
II. TIME OF PERFORMANCE
Services of the SUBRECIPIENT shall start on the 14th day of May, 2013 and end on the 31st day of
October, 2013. The term of this Agreement and the provisions herein may be extended by amendment to cover
Habitat for Humanity of Collier County, Inc.
20I2 CDBG (CD 12 -03)
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16011
any additional time period during which the SUBRECIPIENT remains in control of CDBG funds or other
CDBG assets, including program income.
III. AGREEMENT AMOUNT
The COUNTY agrees to make available TWO HUNDRED THIRTY FIVE THOUSAND DOLLARS
($235,000) for the use by the SUBRECIPIENT during the Term of the Agreement (hereinafter, the aforestated
amount including, without limitation, any additional amounts included thereto as a result of a subsequent
amendment(s) to the Agreement, shall be referred to as the "Funds ").
All improvements specified in Section I. Scope of Services shall be performed by SUBRECIPIENT employees,
or shall be put out to competitive bidding under a procedure acceptable to the COUNTY and Federal
requirements. The SUBRECIPIENT shall enter into contract for improvements with the lowest, responsive and
qualified bidder. Contract administration shall be handled by the SUBRECIPIENT and monitored by HHVS,
which shall have access to all records and documents related to the project.
The budget identified for all improvements is as follows:
Improvements
Federal Funds
Project Component 1: Project Delivery
$35,000
Project Component 2: Roof Re air/Re lacement or 20 Homes
$200,000
Grand Total
$ 235,000
The County shall reimburse 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. 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
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 table details the project deliverables and payment schedule.
Deliverable
Payment Schedule
Project Delivery
Staff administration to include; income
qualification and a lien upon each property
for a minimum of 5 years, and any
additional work necessary to deliver the
CDBG Re -roof project. As evidenced by
but not limited to timesheets, payroll,
canceled checks, and project activity logs.
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Construction activities repair /replacement
of a minimum of 20 roofs.
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• Submission of monthly invoices on
AIA G702 -1992 form (attached as
Exhibit "G ") or equivalent
document per contractor's
Schedule of Values.
• Submission of Quarterly Reports
(attached as Exhibit "D ").
Supporting documents must be
provided as back up.
• Demonstration of the removal of
debris resulting from replacement
or repair of the roof.
• Copy of a permitted final
inspection.
• Final 10% ($23,500) released
upon Certificate of Completion,
final waiver of lien from general
contractor and documentation of a
minimum 20 LMH households
served.
Modifications to the `Budget and Scope" may only be made if approved in advance. Budgeted fund shifts
between cost categories and activities shall not be more than 10% and do not signify a change in scope. Fund
shifts that exceed 10% of a cost category and activity shall only be made with board approval.
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: Geoffrey Magon, Grant Coordinator
3339 E Tamiami Trail, Suite 211
Naples, Florida 34112
239- 252 -2336
geoffreymagon@colliergov.net
SUBRECIPIENT ATTENTION: Nick Kouloheras
Executive V.P, of Land Development
Habitat for Humanity of Collier County
11145 Tamiami Trail E.
Naples, FL 34113
239 - 775 -0036
nkouloheras@hfhcollier.com
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A
V. ADDITIONAL CONDITIONS AND COMPENSATION
16011
The parties acknowledge that the Funds originate from CDBG grant funds from HUD and must be
implemented in full compliance with all of HUD's rules and regulations and any agreement between COUNTY
and HUD governing CDBG funds pertaining to this Agreement. In the event of curtailment or non - production
of said federal funds, the financial sources necessary to continue to pay the SUBRECIPIENT all or any portions
of the funds will not be available. In that event, the COUNTY may terminate this Agreement, which termination
shall be effective as of the date that it is determined by the County Manager or designee, in his -her sole
discretion and judgment, that the Funds are no longer available. In the event of such termination, the
SUBRECIPIENT agrees that it will not look to, nor seek to hold the COUNTY, nor any individual member of
the County Commissioners and /or County Administration, personally liable for the performance of this
Agreement, and the COUNTY shall be released from any further liability to SUBRECIPIENT under the terms
of this Agreement.
VI. GENERAL CONDITIONS
A. SUBCONTRACTS
No part of this Agreement may be assigned or subcontracted without the written consent of the
COUNTY, which consent, if given at all, shall be at the COUNTY's sole discretion and judgment.
B. GENERAL COMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning Community
Development Block Grants (CDBG)) including subpart K of these regulations, except that (1) the
SUBRECIPIENT does not assume the recipient's environmental responsibilities described in 24 CFR 570.604
and (2) the SUBRECIPIENT does not assume the recipient's responsibility for initiating the review process
under the provisions of 24 CFR Part 52. The SUBRECIPIENT also agrees to comply with all other applicable
Federal, state and local laws, regulations, and policies governing the funds provided under this contract. The
SUBRECIPIENT further agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available.
C. INDEPENDENT CONTRACTOR
Nothing contained in this Agreement is intended to, or shall be construed in any manner, as creating or
establishing the relationship of employer /employee between the parties. The SUBRECIPIENT shall at all times
remain an "independent contractor" with respect to the services to be performed under this Agreement. The
Grantee shall be exempt from payment of all Unemployment Compensation, FICA, retirement, life and/or
medical insurance and Workers' Compensation Insurance, as the SUBRECIPIENT is an independent
contractor.
D. AMENDMENTS
The COUNTY or SUBRECIPIENT may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and are executed in writing, signed by a duly
authorized representative of each organization, and approved by the Grantee's governing body. Such
amendments shall not invalidate this Agreement, nor relieve or release the Grantee or SUBRECIPIENT from its
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obligations under this Agreement. No amendments to this agreement will be granted ninety (90) days prior to
the end date of this agreement.
The COUNTY may, in its discretion, amend this Agreement to conform with Federal, state or local
governmental guidelines, policies and available funding amounts, or for other reasons. If such amendments
result in a change in the funding, the scope of services, or schedule of the activities to be undertaken as part of
this Agreement, such modifications will be incorporated only by written amendment signed by both Grantee
and SUBRECIPIENT.
Expiration of Agreement: If the SUBRECIPIENT does not complete the project within the time period,
the COUNTY Manager or designee may grant a cumulative time extension of no more than 180 days and
modify any subsequent project work plans to reflect the extension. The request must be submitted no later than
ninety (90) days prior to end date of this Agreement.
E. INDEMNIFICATION
To the maximum extent permitted by Florida law, the SUBRECIPIENT shall indemnify and hold
harmless Collier County, its officers, agents and employees from any and all claims, liabilities, damages, losses,
costs, and causes of action which may arise out of an act, omission, including, but not limited to, reasonable
attorneys' fees and paralegals' fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the SUBRECIPIENT or any of its agents, officers, servants, employees, contractors,
patrons, guests, clients, licensees, invitees, or any persons acting under the direction, control, or supervision of
the SUBRECIPIENT in the performance of this Agreement. This indemnification obligation shall not be
construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an
indemnified party or person described in this paragraph. The SUBRECIPIENT shall pay all claims and losses of
any nature whatsoever in connection therewith and shall defend all suits in the name of the COUNTY and shall
pay all costs (including attorney's fees) and judgments which may issue thereon. This Indemnification shall
survive the termination and/or expiration of this Agreement. This section does not pertain to any incident
arising from the sole negligence of Collier County. The foregoing indemnification shall not constitute a waiver
of sovereign immunity beyond the limits set forth in Section 768.28, Florida Statutes.
F. GRANTEE RECOGNITION /SPONSORSHIPS
The SUBRECIPIENT agrees that all notices, informational pamphlets, press releases, advertisements,
descriptions of the sponsorships of the Program, research reports and similar public notices prepared and
released by the SUBRECIPIENT for, on behalf of, and/or about the Program shall include the statement:
"FINANCED BY U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
(HUD) AND COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
DEPARTMENT"
and shall appear in the same size letters or type as the name of the SUBRECIPIENT. This design concept is
intended to disseminate key information regarding the development team as well as Equal Housing Opportunity
to the general public. Construction signs shall comply with applicable COUNTY codes.
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G. TERMINATION
In accordance with 24 CFR 85.43, the Grantee may suspend or terminate this Agreement if the
SUBRECIPIENT materially fails to comply with any terms of this Agreement, which include (but are not
limited to), the following:
1. Failure to comply with any of the rules, regulations or provisions referred to herein, or such
statutes, regulations, executive orders, and HUD guidelines, policies or directives as may
become applicable at any time;
2. Failure, for any reason, of the SUBRECIPIENT to fulfill in a timely and proper manner its
obligations under this Agreement;
3. Ineffective or improper use of funds provided under this Agreement; or
4. Submission by the SUBRECIPIENT to the Grantee reports that are incorrect or incomplete in
any material respect.
In accordance with 24 CFR 85.44, this Agreement may also be terminated for convenience by either the
Grantee or the SUBRECIPIENT, in whole or in part, by setting forth the reasons for such termination, the
effective date, and, in the case of partial termination, the portion to be terminated. However, if in the case of a
partial termination, the Grantee determines that the remaining portion of the award will not accomplish the
purpose for which the award was made, the Grantee may terminate the award in its entirety.
VII. REVERSION OF ASSETS
In the event of a termination of this Agreement or upon expiration of the Agreement and in addition to
any and all other remedies available to the COUNTY (whether under this Agreement or at law or in equity) the
SUBRECIPIENT shall immediately transfer to the COUNTY any funds on hand at the time of termination (or
expiration) and any accounts receivable attributable to the use of CDBG funds. The COUNTY's receipt of any
funds on hand at the time of termination shall not waive the COUNTY's right (nor excuse SUBRECEIPIENT's
obligation) to recoup all or any portion of the funds, as the COUNTY may deem necessary.
Any real property under the SUBRECIPIENT's control that was acquired or improved in whole or in
part with CDBG funds (including CDBG funds provided to the SUBRECIPIENT in the form of a loan) in
excess of $25,000 as outlined in 24 CFR 570.505 must either:
a. Be used to meet one of the national objectives in 24 CFR 570.208 (formerly section 570.901) until
five (5) years after expiration of the term of this Agreement or for such longer period of time as
determined to be appropriate by the COUNTY and as memorialized by the COUNTY and the
SUBRECIPIENT in an amendment to this Agreement or such instrument as the COUNTY at its
discretion determines appropriate; or
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b. If not used in accordance with the above subsection (a) the SUBRECIPIENT shall pay to the
COUNTY an amount equal to the current market value of the property less any portion of the value
attributable to expenditures of non -CDBG funds for the acquisition of or improvements to, the
property. No payment is required after the period of time specified in subsection (a).
Title to equipment acquired by SUBRECIPIENT shall vest with the SUBRECIPIENT, subject to the
conditions outlined in 24 CFR 84.34.
Title to supplies and other expendable property shall vest with the SUBRECIPIENT upon acquisition
subject to the conditions outlined in 24 CFR 84.35,
VIII. INSURANCE
SUBRECIPIENT shall not commence any work and/or services pursuant to this Agreement until all
insurance required under this Section and outlined in Exhibit "A" has been obtained, and carried, at all times
during its performance.
IX. ADMINISTRATIVE REQUIREMENTS
A. EXAMINATION OF RECORDS
The SUBRECIPIENT shall maintain sufficient records in accordance with 24 CFR 570.502 and 570.506
to determine compliance with the requirements of this Agreement, the CDBG Program and all other applicable
laws and regulations. This documentation shall include, but not be limited to, the following:
B. DOCUMENTATION AND RECORDKEEPING
1. All records required by CDBG.
2. All reports, plans, surveys, information, documents, maps, books, records and other data
procedures developed, prepared, assembled, or completed by the SUBRECIPIENT for the
purpose of this Agreement shall be made available to the COUNTY by the SUBRECIPIENT at
any time upon request by the COUNTY or HHVS. Materials identified in the previous sentence
shall be in accordance with generally accepted accounting principles, procedures and practices,
which sufficiently and properly reflect all revenues and expenditures of funds provided directly
or indirectly by this Agreement, including matching funds and Program Income. These records
shall be maintained to the extent of such detail as will properly reflect all net costs, direct and
indirect labor, materials, equipment, supplies and services, and other costs and expenses of
whatever nature for which reimbursement is claimed under the provisions of this Agreement.
3. Upon completion of all work contemplated under this Agreement copies of all documents and
records relating to this Agreement shall be surrendered to HHVS if requested. In any event the
SUBRECIPIENT shall keep all documents and records in an orderly fashion in a readily
accessible, permanent and secured location for five (5) years after expiration of this Agreement
with the following exception: if any litigation, claim or audit is started before the expiration date
of the four (4) year period, the records will be maintained until all litigation, claim or audit
findings involving these records are resolved. The COUNTY shall be informed in writing if an
agency ceases to exist after closeout of this Agreement of the address where the records are to be
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kept as outlined in 24 CFR 85.42.
4. The SUBRECIPIENT shall maintain records showing compliance with the Davis -Bacon Law,
including files containing contractor payrolls, employee interviews, Davis -Bacon wage rates, and
administrative cross - referencing. SUBRECIPIENT shall maintain records showing contractor
compliance with the Contract Work Hours and Work Safety Law. Similarly, the
SUBRECIPIENT shall maintain records showing compliance with federal purchasing
requirements and with other federal requirements for grant implementation.
The SUBRECIPIENT will be responsible for the creation and maintenance of income eligible
files on clients served and documentation that all households are eligible under HUD Income
Guidelines. The SUBRECIPIENT agrees that HHVS shall be the final arbiter on the
SUBRECIPIENT's compliance.
6. The SUBRECIPIENT shall document how the National Objective(s) as defined in 24 CFR
570.208 and the eligibility requirement(s) under which funding has been received, have been
met. These also include special requirements such as necessary and appropriate determinations
as defined in 24 CFR 570.209, income certification, and written Agreements with beneficiaries,
where applicable.
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 quarterly progress reports to the COUNTY on the 15"'
day of January, April, July and October respectively for the prior quarter period end. As part of the report
submitted in October, the SUBRECIPIENT also agrees to include, a comprehensive final report covering the
agreed -upon Program objectives, activities and expenditures and including, but not limited to, performance data
on client feedback with respect to the goals and objectives set forth in Exhibit "D ". Exhibit "D" contains an
example reporting form to be used in fulfillment of this requirement. 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 or HUD to enable HHVS to evaluate said progress and to allow for completion of
reports required. The SUBRECIPIENT shall allow HHVS or HUD to monitor the SUBRECIPIENT on site.
Such site visits may be scheduled or unscheduled as determined by HHVS or HUD.
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D. ADDITIONAL HOUSING, HUMAN AND VETERAN SERVICES, COUNTY, AND HUD
REQUIREMENTS
The SUBRECIPIENT agrees to utilize funds available under this Agreement to supplement rather than
supplant funds otherwise available for specified activities.
All purchasing for services and goods, including capital equipment, shall be made by purchase order or by a
written contract and in compliance with thresholds of the Collier County Purchasing Policy, as shown below.
Should there be a conflict; the Purchasing Policy Thresholds will prevail.
Dollar Range $
Quotes
Under $3K
1 Written Quote
Above $3K to $10K
3 Written Quotes
Above $ l OK to $50K
3 Written Quotes
Above $50K
Request for Proposal (RFP)
Invitation for Bid IFB
F. AUDITS AND INSPECTIONS
At any time during normal business hours and as often as the COUNTY (and/or its representatives) may
deem necessary, the SUBRECIPIENT shall make available all records, documentation and any other data
relating to all matters covered by the Agreement for review, inspection or audit.
G. PROGRAM - GENERATED INCOME
Any "Program Income" (as such term is defined under applicable Federal regulations) gained from any
activity of the SUBRECIPIENT funded by CDBG funds shall be reported to the COUNTY, utilized by the
SUBRECIPIENT and shall be in compliance with 24 CFR 570.504(c) in the operation of the Program.
H. GRANT CLOSEOUT PROCEDURES
SUBRECIPIENT's obligation to the COUNTY shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but not be limited to: making final payments,
disposing of program assets (including the return of all unused materials, equipment, program income balances,
and receivable accounts to the COUNTY), and determining the custodianship of records. In addition to the
records retention outlined in Section X.B.3, the SUBRECIPIENT shall comply with Section 119.021 Florida
Statutes regarding records maintenance, preservation and retention.
X. OTHER PROGRAM REQUIREMENTS
A. OPPORTUNITIES FOR RESIDENTS AND CIVIL RIGHTS COMPLIANCE
The SUBRECIPIENT agrees that no person shall be excluded from the benefits of, or be subjected to,
discrimination under any activity carried out by the performance of this Agreement on the basis of race, color,
disability, national origin, religion, age, familial status, or sex. Upon receipt of evidence of such discrimination,
the COUNTY shall have the right to terminate this Agreement.
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To the greatest extent feasible, lower- income residents of the project areas shall be givenl fie
�
for training d employment; and to the greatest feasible extent eligible business concerns locate in are
g �' g
in substantial part by persons residing in the project areas shall be awarded contracts in connection with the
project. The SUBRECIPIENT shall comply with Section 3 of the Housing and Community Development Act of
1968.
B. OPPORTUNITIES FOR SMALL AND MINORITY/WOMEN -OWNED BUSINESS
ENTERPRISES
The SUBRECIPIENT will use its best efforts to afford small businesses, minority business enterprises,
and women's business enterprises the maximum practicable opportunity to participate in the performance of this
contract. As used in this contract, the terms "small business" means a business that meets the criteria set forth in
section 3(a) of the Small Business Act, as amended (15 U.S.C. 632), and "minority and women's business
enterprise" means a business at least fifty -one (5 1) percent owned and controlled by minority group members or
women. For the purpose of this definition, "minority group members" are Afro - Americans, Spanish - speaking,
Spanish surnamed or Spanish- heritage Americans, Asian - Americans, and American Indians. The
SUBRECIPIENT may rely on written representations by businesses regarding their status as minority and
female business enterprises in lieu of an independent investigation.
C. PROGRAM BENEFICIARIES
At least fifty -one percent (51 %) of the beneficiaries of a project funded through this Agreement must be
low- and moderate- income persons. If the project is located in an entitlement city, as defined by HUD, or
serves beneficiaries countywide, more than thirty percent (30 %) of the beneficiaries directly assisted under this
Agreement must reside in unincorporated Collier County or in municipalities participating in the County's
Urban County Qualification Program.
D. AFFIRMATIVE ACTION PLAN
The SUBRECIPIENT agrees that it shall be committed to carry out pursuant to the COUNTY's
specifications an Affirmative Action Program in keeping with the principles as provided in President's
Executive Order 11246 of September 24, 1966. The COUNTY shall provide Affirmative Action guidelines to
the SUBRECIPIENT to assist in the formulation of such program. The SUBRECIPIENT shall submit a plan for
an Affirmative Action Program for approval prior to the award of funds.
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.
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XI. CONDITIONS FOR RELIGIOUS ORGANIZATIONS 16011
CDBG funds may be used by religious organizations or on property owned by religious organizations
only in accordance with requirements set in Section 24 CFR 570.2000). The SUBRECIPIENT shall comply
with First Amendment Church/State principles as follows:
a. It will not discriminate against any employee or applicant for employment on the basis of religion
and will not limit employment or give preference in employment to persons on the basis of religion
b. It will not discriminate against any person applying for public services on the basis of religion and
will not limit such services or give preference to persons on the basis of religion
c. It will retain its independence from Federal, State and local governments and may continue to carry
out its mission, including the definition, practice and expression of its religious beliefs, provided that
it does not use direct CDBG funds to support any inherently religious activities, such as worship,
religious instruction or proselytizing
d. The funds shall not be used for the acquisition, construction or rehabilitation of structures to the
extent that those structures are used for inherently religious activities. Where a structure is used for
both eligible and- inherently religious activities, CDBG funds may not exceed the cost of those
portions of the acquisition, construction or rehabilitation that are attributable to eligible activities in
accordance with the cost accounting requirements applicable to CDBG funds in this part.
Sanctuaries, chapels, or other rooms that a CDBG funded religious congregation uses as its principal
place of worship, however, are ineligible for CDBG funded improvements.
XII. SEVERABILITY
Should any provision of the Agreement be determined to be unenforceable or invalid, such a
determination shall not affect the validity or enforceability of any other section or part thereof.
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IN WITNESS WHEREOF, the Sub recipient and the County, have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on this 14th day of May, 2013.
.x
ATTEST:
DWIGHT E. BROCK,' CLERK
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BOARD O CO TY COMMISSIONERS OF
COLLIER CO � Y� FIGORIDA
M.
GEORGIA 4.`HItLER ESQ, CHAIRWOMAN
HABITAT FOR HUMANITY OF COLLIER
COUNTY, INC.
By:
r
Nick Koul
Executive V.P, of Land Development for Habitat
for Humanity of Collier County, Inc.
Approved as to form and legal sufficiency:
JennifVB. White
D�
Assistant County Attorney
Page 13 of 30
011
EXHIBIT "A"
INSURANCE REQUIREMENTS
16011
The SUBRECIPIENT shall furnish to Collier County, c/o Housing, Human and Veteran Services
Department, 3339 E. Tamiami Trail, Suite 211, Naples, Florida 34112, Certificate(s) of Insurance evidencing
insurance coverage that meets the requirements as outlined below:
Workers' Compensation as required by Chapter 440, Florida Statutes.
2. Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
3. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County shall be named as an additional
insured.
DESIGN STAGE (IF APPLICABLE)
In addition to the insurance required in 1 — 3 above, a Certificate of Insurance must be provided as
follows:
4. Professional Liability Insurance in the name of the SUBRECIPIENT or the licensed design
professional employed by the SUBRECIPIENT in an amount not less than $1,000,000 per
occurrence /$1,000,000 aggregate providing for all sums which the SUBRECIPIENT and/or the
design professional shall become legally obligated to pay as damages for claims arising out of
the services performed by the SUBRECIPIENT or any person employed by the
SUBRECIPIENT in connection with this contract. This insurance shall be maintained for a
period of two (2) years after the certificate of Occupancy is issued. Collier County shall be
named as an additional insured.
CONSTRUCTION PHASE (IF APPLICABLE)
In addition to the insurance required in 1 — 4 above, the SUBRECIPEINT shall provide or cause its
Subcontractors to provide original certificates indicating the following types of insurance coverage prior to any
construction:
Completed Value Builder's Risk Insurance on an "All Risk" basis in an amount not less than one
hundred (100 %) percent of the insurable value of the building(s) or structure(s). The policy shall
be in the name of Collier County and the SUBRECIPIENT.
6. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C.
4001), the Subrecipient shall assure that for activities located in an area identified by the Federal
Emergency Management Agency (FEMA) as having special flood hazards, flood insurance
under the National Flood Insurance Program is obtained and maintained as a condition of
financial assistance for acquisition or construction purposes (including rehabilitation).
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OPERATION /MANAGEMENT PHASE (IF APPLICABLE)
After the Construction Phase is completed and occupancy begins, the following insurance must be kept
in force throughout the duration of the loan and/or contract:
7. Workers' Compensation as required by Chapter 440, Florida Statutes.
8. Commercial General Liability including products and completed operations insurance in the
amount of $1,000,000 per occurrence and $2,000,000 aggregate. Collier County must be shown
as an additional insured with respect to this coverage.
9. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in
connection with this contract in an amount not less than $1,000,000 combined single limit for
combined Bodily Injury and Property Damage. Collier County as an additional insured.
10. Property Insurance coverage on an "All Risk" basis in an amount not less than one hundred
(100 %) of the replacement cost of the property. Collier County must be shown as a Loss payee
with respect to this coverage A.T.I.M.A.
11, Flood Insurance coverage for those properties found to be within a flood hazard zone for the full
replacement values of the structure(s) or the maximum amount of coverage available through the
National Flood Insurance Program (NFIP). The policy must show Collier County as a Loss
Payee A.T.I.M.A.
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CC A?
EXHIBIT "B"
COLLIER COUNTY HOUSING, HUMAN AND VETERAN SERVICES
REQUEST FOR PAYMENT
SECTION I: REOUEST FOR PAYMENT
Sub recipient Name: Habitat for Humanity of Collier County, Inc.
Sub recipient Address: 11145 Tamiami Trail E
Project Name: Re- Roofing Project
Project No: Payment Request #
Dollar Amount Requested: $
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. Current Grant Balance (Initial Grant Amount Awarded
Less Sum of all requests)
16D11
$ $235,000
I certify that this request for payment has been made 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_
Dept Director
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
(approval authority under $14,999)
(approval required $15,000 and above)
Page 16 of 30
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16011
EXHIBIT "C"
RELEASE AND AFFIDAVIT FORM
The SUBRECIPIENT certifies for itself and its contractors, subcontractors, vendors, successors and
assigns, that all charges for labor, materials, supplies, lands, licenses and other expenses for which COUNTY
might be sued or for which a lien or a demand against any payment bond might be filed, have been satisfied and
paid.
This Release and Affidavit is given in connection with the SUBRECIPIENT's (monthly /final) Request
for Payment.
Witness:
ON
Print name and title
STATE OF
COUNTY OF
HABITAT FOR HUMANITY OF COLLIER
COUNTY, INC.
mm
ITS:
DATE:
The foregoing instrument was acknowledged before me this day of , 20_, by
as of
A Choose Not - For - Profit, or Corporation or Municipality on behalf of
Choose Not -For- Profit, Corporation or Municipality . He /She is personally known to me OR has
produced as identification and who did (did not) take an oath.
My Commission Expires:
(Signature)
Name:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Notary Public, State of:
Page 17 of 30
Commission No.:
cA
If R4
3.
f -€
a. ...now have new access (continuing) to this service or benefit?
b. ... now has improved access to this service or benefit?
C. ...now receive a service or benefit that is no longer substandard?
TOTAL: 0
4.
Section 108 Loan Guarantee
Other Consolidated Plan Funds
Other Federal Funds
State / Local Funds
Total Other Funds
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
S
Page 19 of 30
HOPWA
CDBG
ESG
HOME
Total
Entitlement $
Funds -
16011
EXHIBIT "D"
5. 1 otilla
a. Total No. of adult females served: Total No. ffaW served under 18:
b. Total No. of adult males served: Total No. of males served under 18-.
TOTAL: 0 TOTAL: 0
C. Total No. of families served:
6.
a. Total number of adult feMBIDS served:
Total number offernaWs served under 18:
b. Total number of adult males served:
Total number of males served under 18. In
TOTAL: 0
TOTAL: 0
G. Total No. of families served: =Total
No. of female head household: IM
of
Complete EITHER guestion 17 OR #8. Complete question F I your program off( serves clients in one or more of the listed HUO Presumed
Benefit categories, Complete question Nit N any client in your
program does riot fall into a Presumed Benefit category.
DO NOT COMPLETE
BOTH QUESTION 7 AND a.
7.
RMY'
Indicate the total number of UNDUPf ICATED
Indicate the total number of 1111011PLICATED, persons
persons served since October I who fall Into
served since October I who fall Into each income
each presumed benefit category (the total
should equal the total in question #6):
category (the total should equal the total in question 96):
Report as:
Report as:
Abused Children
EAremety low Income (0-30%)
Homeless Person
Low Income (31-50%)
lAbove
Battered Spouses
Moderate Income (51-80%)
Persons wl HIV/AIDS
Moderate Income (>Wlb)
Elderly Parsons
Veterans
Chronically( lillantally Ill
Physically Disabled Adults
Other-Youth
TOTAL: 0
TOTAL; 0
Please Indicate how marry UNDUPLICATED clients served since October fail Into each race category. In addition
to each race category, please Indicate haw many persons In each race category consider themselves Hispanic
(Total Race column should equal the total cell).
RACE
ETHNICITY
While
of whom, how many are Hispanic?
Black/African American
of whom, how many are Hispanic?
Asian
of whom, how many are Hispanic?
American IndiarVAJmka Native
of whom, how many are Hispanic?
Native Hawaiian/Other Pacific Islander
of whom, how many are Hispanic?
1;
American indiarVAlaskan Native &
of whom, how many are Hispanic?
Black/African Arn
of whom, how many are Hispanic?
Am. Iridlan/Alaska Native Black/African Arri.
of whom, how many are Hispanic?
Other Wilkscial
of whom, how many are Hispanic?
Other
of whom, how many are Hispanic?
TOTAL: 0
0 TOTALHISPANIC
Name:
Title;
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12-03)
Page 20 of 30
Signature:
Your typed name here represents your electron
signature
16011
CA61
16D11
EXHIBIT "E"
ANNUAL AUDIT MONITORING REPORT
Hab ►tat f or Humelity df Collier County F1 cai Yee
Irttt, , Period
Check Appropriate Boxes
We have exceeded the $500,000 federal/state expenditure threshold for our fiscal year ending
❑ as indicated above and have completed our Circular A -133 audit. A copy of the audit report
and management letter is attached.
We exceeded the $500,000 federal /state expenditure threshold for our fiscal year ending as
X indicated above and expect to complete our Circular A -133 audit by Within
30 days of completion of the A -133 audit, we will provide a copy of the audit report and
management letter.
We are not subject to the requirements of OMB Circular A -133 because we:
❑ Did not exceed the $500,000 federal /state expenditure threshold for the fiscal year
indicated above
❑ Are a for - profit organization
❑ Are exempt for other reasons — explain
An audited financial statement is attached and if applicable, the independent auditor's
management letter. 1
(If findings were noted, please enclose a copy of the responses and corrective action plan.)
Certification Statement
Signature I Date
Print Name and Title
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 21 of 30
CA0
EXHIBIT "F" 16011
LOCAL AND FEDERAL RULES, REGULATIONS AND LAWS
1. 24 CFR 570, as amended - The regulations governing the expenditure of Community Development Block
Grant (CDBG) funds.
24 CFR 58 - The regulations prescribing the Environmental Review procedure.
3. Section 104(b) and Section 109 of Title I of the Housing and Community Development Act of 1974 as
amended
4. Title VI of the Civil Rights Act of 1964 as amended, Title VIII of the Civil Rights Act of 1968 as amended
24 CFR 570.601 Subpart K - The regulations issued pursuant to Executive Order 11063 which prohibits
discrimination and promotes equal opportunity in housing.
6. Executive Order 11246 ( "Equal Employment Opportunity "), as amended by Executive Orders 11375 and
12086 - which establishes hiring goals for minorities and women on projects assisted with federal funds and
as supplemented in Department of Labor regulations.
7. Title VII of the 1968 Civil Rights Act as amended by the Equal Employment Opportunity Act of 1972, 42
USC § 2000e, et. seq. The SUBRECIPIENT will, in all solicitations or advertisements for employees placed
by or on behalf of the SUBRECIPIENT, state that it is an Equal Opportunity or Affirmative Action
employer.
24 CFR 135 — Regulations outlining requirements of Section 3 of the Housing and Urban Development Act
of 1968, as amended. Compliance with the provisions of Section 3 of the HUD Act of 1968, as amended,
and as implemented by the regulations set forth in 24 CFR 135, and all applicable rules and orders issued
hereunder prior to the execution of this contract, shall be a condition of the Federal financial assistance
provided under this contract and binding upon the COUNTY, the SUBRECIPIENT and any of the
SUBRECIPIENT's Sub - recipients and subcontractors. Failure to fulfill these requirements shall subject the
COUNTY, the SUBRECIPIENT and any of the SUBRECIPIENT's Sub - recipients and subcontractors, their
successors and assigns, to those sanctions specified by the Agreement through which Federal assistance is
provided. The SUBRECIPIENT certifies and agrees that no contractual or other disability exists that would
prevent compliance with these requirements.
The SUBRECIPIENT further agrees to comply with these "Section 3" requirements and to include the
following language in all subcontracts executed under this Agreement:
"The work to be performed under this Agreement is a project assisted under a program
providing direct Federal financial assistance from HUD and is subject to the
requirements of Section 3 of the Housing and Urban Development Act of 1968, as
amended (12 U.S.C. 1701). Section 3 requires that to the greatest extent feasible
opportunities for training and employment be given to low- and very low- income
residents of the project area, and that contracts for work in connection with the project
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 22 of 30
GA
16011
be awarded to business concerns that provide economic opportunities for low- and very
low- income persons residing in the metropolitan area in which the project is located."
The SUBRECIPIENT further agrees to ensure that opportunities for training and employment arising in
connection with a housing rehabilitation (including reduction and abatement of lead -based paint
hazards), housing construction, or other public construction project are given to low- and very low -
income persons residing within the metropolitan area in which the CDBG- funded project is located;
where feasible, priority should be given to low- and very low- income persons within the service area of
the project or the neighborhood in which the project is located, and to low- and very low- income
participants in other HUD programs; and award contracts for work undertaken in connection with a
housing rehabilitation (including reduction and abatement of lead -based paint hazards), housing
construction, or other public construction project to business concerns that provide economic
opportunities for low- and very low- income persons residing within the metropolitan area in which the
CDBG - funded project is located; where feasible, priority should be given to business concerns that
provide economic opportunities to low- and very low- income residents within the service area or the
neighborhood in which the project is located, and to low- and very low- income participants in other
HUD programs.
The SUBRECIPIENT certifies and agrees that no contractual or other legal incapacity exists that would
prevent compliance with these requirements.
9. Age Discrimination Act of 1975, Executive Order 11063, and Executive Order 11246 as amended by
Executive Orders 11375, 11478, 12107 and 12086.
10. Contract Work Hours and Safety Standards Act, 40 USC 327 -332.
11. Section 504 of the Rehabilitation Act of 1973, 29 USC 776(b) (5), 24 CFR 570.614 Subpart K.
12. The Americans with Disabilities Act of 1990
13. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.
14. 29 CFR Parts 3 and 5 - Regulations which prescribe the payment of prevailing wages and the use of
apprentices and trainees on federally assisted projects as mandated by the Davis -Bacon Act. HUD Form
4010 must be included in all construction contracts funded by CDBG. (See 42 USC 276a and 24 CFR
135.11(c)).
15, Executive Order 11914 - Prohibits discrimination with respect to the handicapped in federally assisted
projects.
16. Executive Order 11625 and U.S. Department of Housing and Urban Development Circular Letter 79 -45 -
which prescribes goal percentages for participation of minority businesses in Community Development
Block Grant Contracts.
17. The SUBRECIPIENT agrees to comply with the non - discrimination in employment and contracting
opportunities laws, regulations, and executive orders referenced in 24 CFR 570.607, as revised by Executive
Order 13279. The applicable non - discrimination provisions in Section 109 of the HCDA are still applicable.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 23 of 30
CA
18. Public Law 100 -430 - the Fair Housing Amendments Act of 1988.
16D11
19. 24 CFR 84 - Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher
Education, Hospitals and Other Non - Profit Organizations and specified by the following subsections:
Subpart A — General;
Subpart B — Pre -Award Requirements, except for 84.12, Forms for Applying for Federal Assistance;
Subpart C — Post -Award Requirements, except for:
• Section 84.22, Payment Requirements- Grantees shall follow the standards of 85.20(b)(7)
and 85.21 in making payments to SUBRECIPIENTs;
• Section 84.23, Cost Sharing and Matching;
• Section 84.24, Program Income — in lieu of 84.24 CDBG SUBRECIPIENTs shall follow
570.504;
• Section 84.25, Revision of Budget and Program Plans;
• Section 84.32, Real Property — In lieu of 84.32, CDBG SUBRECIPIENTs shall follow
570.505;
• Section 84.34(g), Equipment — In lieu of the disposition provisions of 84.34(g) the following
applies:
• In all cases in which equipment is sold, the proceeds shall be program income (pro-
rated to reflect the extent to which CDBG funds were used to acquire the equipment);
and
• Equipment not needed by the SUBRECIPIENT for CDBG activities shall be
transferred to the recipient for the CDBG program or shall be retained after
compensating the recipient;
• Section 84.35, Supplies and other Expendable Property
• Section 84.51(b), (c), (d), (e), (f) and (h), Monitoring and Reporting Program Performance;
• Section 84.52, Financial Reporting;
• Section 84.53(b), Retention and Access Requirements for Records. Section 84.53(b) applies
with the following exceptions:
• The retention period referenced in 84.53(b) pertaining to individual CDBG activities
shall be four years; and
• The retention period starts from the date of submission of the annual performance and
evaluation report, as prescribed in 24 CFR 91.520, in which the specific activity is
reported on for the final time rather than from the date of submission of the final
expenditure report for the award;
• Section 84.61, Termination - In lieu of the provisions of 84.61, CDBG SUBRECIPIENTs
shall comply with 570.503(b)(7); and
Subpart D — After -the -Award Requirements — except for 84.7 1, Closeout Procedures
20.24 CFR 85 - Administrative Requirements for Grants and Agreements to State and Local Governments shall
be followed for sub recipients that are governmental entities.
21. Immigration Reform and Control Act of 1986 as located at 8 USC 1324, et seq. and regulations relating
thereto. Failure by the SUBRECIPIENT to comply with the laws referenced herein shall constitute a breach
of this agreement, and the County shall have the discretion to unilaterally terminate this agreement
immediately.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD I2 -03)
Page 24 of 30
C9
16D11
22. Prohibition Of Gifts To County Employees - No organization or individual shall offer or give, either directly
or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, as amended, and
County Administrative Procedure 5311.
23. Order of Precedence - In the event of any conflict between or among the terms of any of the Contract
Documents, the terms of the Agreement shall take precedence over the terms of all other Contract
Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement. To
the extent any conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, if any, or the Agreement, the conflict shall be resolved by imposing the more
strict or costly obligation under the Contract Documents upon the Contractor at Owner's discretion.
24. Dispute Resolution - Prior to the initiation of any action or proceeding permitted by this Agreement to
resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes
by negotiation. Any situations when negotiations, litigation and/or mediation shall be attended by
representatives of SUBRECIPIENT with full decision - making authority and by COUNTY'S staff person
who would make the presentation of any settlement reached during negotiations to COUNTY for approval.
Failing resolution, and prior to the commencement of depositions in any litigation between the parties
arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an
agreed -upon Circuit Court Mediator certified by the State of Florida. Should either party fail to submit to
mediation as required hereunder, the other party may obtain a court order requiring mediation under §
44.102, Florida Statutes. The litigation arising out of this Agreement shall be Collier County, Florida, if in
state court and the US District Court, 20th Judicial Court of Florida, if in federal court. BY ENTERING
INTO THIS AGREEMENT, COLLIER COUNTY AND THE SUBRECIPIENT EXPRESSLY WAIVE
ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION
RELATED TO, OR ARISING OUT OF, THIS AGREEMENT.
25. The SUBRECIPIENT agrees to comply with the following requirements:
a. Clean Air Act, 41 USC 7401, et seq.
b. Federal Water Pollution Control Act, 33 USC 1251, et seq., as amended.
26. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC 4002 and 24
CFR 570.605 Subpart K), the SUBRECIPIENT shall assure that for activities located in an area identified
by FEMA as having special flood hazards, flood insurance under the National Flood Insurance Program is
obtained and maintained. If appropriate, a letter of map amendment (LOMA) may be obtained from FEMA,
which would satisfy this requirement and /or reduce the cost of said flood insurance.
27. The SUBRECIPIENT agrees that any construction or rehabilitation of residential structures with assistance
provided under this contract shall be subject to HUD Lead -Based Paint Poisoning Prevention Act found at
24 CFR 570.608, Subpart K.
28. The SUBRECIPIENT agrees to comply with the Historic Preservation requirements set forth in the National
Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set forth in 36 CFR Part
800, Advisory Council on Historic Preservation Procedures for Protection of Historic Properties, insofar as
they apply to the performance of this agreement.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 25 of 30
CA)
16D1
In general, this requires concurrence from the State Historic Preservation Officer for all rehabilitation and
demolition of historic properties that are fifty years old or older or that are included on a federal, state or
local historic property list.
29. The SUBRECIPIENT must certify that it will provide drug -free workplaces in accordance with the Drug -
Free Workplace Act of 1988 (41 USC 701).
30. The SUBRECIPIENT certifies that neither it, nor its principals, is presently debarred, suspended, proposed
for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any
Federal Department or agency; and, that the SUBRECIPIENT shall not knowingly enter into any lower tier
contract, or other covered transaction, with a person who is similarly debarred or suspended from
participating in this covered transaction as outlined in 24 CFR 570.609, Subpart K.
31. The SUBRECIPIENT agrees to comply with the following OMB Circulars whichever is applicable, and
agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal
controls, and maintain necessary source documentation for all costs incurred.
States, local governments, and Indian Tribes follow:
• A -87 for Cost Principles
• A -102 for Administrative Requirements
Educational Institutions (even if part of a State or local government ) follow:
• A -21 for Cost Principles
• A -110 for Administrative Requirements
Non - Profit Organizations follow:
• A -122 for Cost Principles
• A -110 for Administrative Requirements
32. Audits shall be conducted annually and shall be submitted to the COUNTY one hundred eighty (180) days
after the end of the SUBRECIPIENT's fiscal year. The SUBRECIPIENT shall comply with the
requirements and standards of OMB A -133, Audits of States, Local Governments, and Non - Profit
Organizations. If this Agreement is closed out prior to the receipt of an audit report, the COUNTY reserves
the right to recover any disallowed costs identified in an audit after such closeout.
33. Any real property acquired by the SUBRECIPIENT for the purpose of carrying on the projects stated
herein, and approved by the COUNTY in accordance with the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 and 49 CFR 24.101, shall be subject to the provisions of CDBG
including, but not limited to, the provisions on use and disposition of property. Any real property within the
SUBRECIPIENT control, which is acquired or improved in whole or part with CDBG funds in excess of
$25,000, must adhere to the CDBG Regulations at 24 CFR 570.505.
34. As provided in § 287.133, Florida Statutes by entering into this Agreement or performing any work in
furtherance hereof, the SUBRECIPIENT certifies that it, its affiliates, suppliers, subcontractors and
consultants who will perform hereunder, have not been placed on the convicted vendor list maintained by
the State of Florida Department of Management Services within the 36 months immediately preceding the
date hereof. This notice is required by § 287.133 (3) (a), Florida Statutes.
35. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any
person for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 26 of 30
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16D1
the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
If any funds other than Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form -LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions.
The undersigned shall require that the language of this certification be included in the award documents
for all sub - awards at all tiers (including subcontracts, sub - grants, contracts under grants, loans, and
cooperative agreements) and that all SUBRECIPIENTS shall certify and disclose accordingly.
36. Travel reimbursement will be based on the U.S. General Services Administration (GSA) per diem rates in
effect at the time of travel.
37. Any rule or regulation determined to be applicable by HUD.
38, Florida Statutes 713.20, Part 1, Construction Liens
39. Florida Statutes 119.021, Records Retention.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
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16011
EXHIBIT "G"
AIA G702 -1992 Form
AWAIADocument G702t" -1992 Instructions
Application and Certificate for Payment
GENERAL INFORMATION
Purpose and Related Documents
AiA Document G702, Application and Certificate for Payment, is to be used in conjunction with AIA Document G703, Continuation
Sheet. These documents are designed to be used on a Project where a Contractor has a direct Agreement with the Owner. Procedures
for their use are covered in AIA Document A201, General Conditions of the Contract for Construction.
Use of Current Documents
Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA component to verify the most recent
edition.
Reproductions
This document is a copyrighted work and may not be reproduced or excerpted from without the express written permission of the
AIA. There is no implied permission to reproduce this document, nor does membership in The American Institute of Architects confer
any further rights to reproduce this document.
The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G702, but only for use in
connection with a particular project. The AIA will not permit reproduction outside of the limited license for reproduction granted
above, except upon written request and receipt of written permission from the AiA.
Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult the End User
License Agreement (EULA).
To report. copyright violations of AIA Contract Documents, e-mail The American Institute of Architects' legal counsel,
copyright@aia.org.
COMPLETING THE G702 FORM
After the Contractor has completed AIA Document G703, Continuation Sheet, summary information should be transferred to AIA
Document 0702, Application and Certificate for Payment.
The Contractor should sign G702, have it notarized, and submit it, together with G703, to the Architect.
The Architect should review G702 and G703 and, if they are acceptable, complete the Architect's Certificate for Payment on G702.
The Architect may certify a different amount than that applied for, pursuant to Sections 9.5 and 9.6 of A201. The Architect should
then initial all figures on G702 and 0703 that have been changed to conform to the amount certified and attach an explanation. The
completed G702 and G703 should be forwarded to the Owner.
MAKING PAYMENT
The Owner should make payment directly to the Contractor based on the amount certified by the Architect on AIA Document G702,
Application and Certificate for Payment. The completed form contains the name and address of the Contractor. Payment should not be
made to any other party unless specifically indicated on G702.
EXECUTION OF THE DOCUMENT
Persons executing the document should indicate the capacity in which they are acting (i.e., president, secretary, partner, etc.) and the
authority under which they are executing the document. Where appropriate, a copy of the resolution authorizing the individual to act
on behalf of the firm or entity should be attached.
AIA Document G702--1992. Copyright m 1953, 1963, 1965, 1971, 1976, 1983 and 1998 by The American Institute of Archilects. All rights reserved, WARNING: This
AIAe Document Is protected by U.S. Copyright Low end International Trestles. Unauthorized reproduction or distribution of this AtAe Document, or any portion of
R. may result In severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted to reproduce ten
(10) copies of this document when completed. To report copyright vlolations of AIA Contract Documents, e-mail The American institute of Architects' legal counsel,
copyrightgala.org.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
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16D11
ADocument G702" -1992
Application and Certificate for Payment
TO OWNER: PROJECT: APPLICATION NO: Distrib to:
PERIOD TO:. OWNER 0
CONTRACT FOR: ARCHITECT ❑
FROM CONTRACTOR: VIA ARCHITECT: CONTRACT DATE: CONTRACTOR a
PROJECT NOS:
FIELD ❑
OTHER ❑
CONTRACTOR'S APPLICATION FOR PAYMENT The undersigned Contractor certifies that to the bast of the Contractor's knowledge, information
Application is made for payment, as shown below, in connection with the Contract. and belief the Work covered by this Application for Payment has been completed in accordance
with the Contract Documents, that all amounts have been paid by the Contractor for Work for
Continuation Sheet, AIA Document G703, is attached. which previous Certificates for Payment were issued and payments received from the Owztef, and
1, ORIGINAL CONTRACT SUM ........................................................ $ that current payment shown herein is now due.
2. Net change by Change Orders .................. ............................... S CONTRACTOR:
3, CONTRACT SUM TO DATE (line 1 t 2) .......................................... $ By: Date:
4, TOTAL COMPLETED 8 STORED TO DATE (Column G on 0703) ............. $ State of:
$ RETAINAGE:
County of:
L Sk of Completed Work
Subscribed and sworn to before
_
(Column D + E on G703) $
me this day of
b. of Stored Material
$
_yE
(Column Pon G ?03) $
Notary Public:
S
My Comatission expires:
Total Retainage (Lines Sa+ 5b or Total in Column T of G703 i....... S
6, TOTAL EARNED LESS RETAINAGE ..... ............................... $
(Line 4 Less Line 5 Total)
7. LESS PREVIOUS CERTIFICATES FOR PAYMENT ...................... $
(Line 6 from prior Certificate)
B. CURRENT PAYMENT DUE .............. ...............................
9. BALANCE TO FINISH, INCLUDING RETAINAGE
(Line 3 Iess line 6) $
CHANGE ORDER SUMMARY
ADDITIONS
DEDUCTIONS
Total changes approved in previous monrhs by Owner
S
$
Total approved this Month
$
S
TOTALS
S
$
NET CHANGES by Change Older
is
ARCHITECT'S CERTIFICATE FOR PAYMENT
In accordance with the Contract Documents, based on on-site observations and the data comprising
this application, the Architect certifies to the Owner that to the best of the Architect's knowledge,
information and belief the Work has progressed as indicated, the quality of the Work is in
accordance with the Contract Documents, and the Contractor is entitled to payment of the
AMOUNT CERTIFIED,
AMOUNT CERTIFIED .............................. .._ .... ,,,...... .......... .................. . S
(Atmch explanation if amount cenified differs from the amount applied. Initial all figures oat this
Application and on the Conrimtarkm Sheet that are changed to conform with the amount Cer tifed.)
ARCHITECT:
By:
Date:
This Certificate is not negotiable. The AMOUNT CERTIFIED is payable only to the Contractor
named herein. Issuance, payment and acceptance of payment are without prejudice to any rights of
the Owner or Contractor under this Contract
AIA Document 0702--I992 COpyrlpht 01953,1963,1955,1971,1978.1983 and 1992 by The American Institute of Architects. All Agbte reserved. WARNING; This A1Aa Document is protoWd by U.S. Copyrgplrl taw
and international Treotiss. Unauthorized reproduction or distribution of this AIA° Document, or any portion of h, may resun in severe civil and criminal penalties, and will be prosecuted to the maximum extent
possible under the law. Purchasers are permitted to reproduce ten (10) copies of this doamrm wtwn completed- To report oopyr'ighi viotaliens. of AIA Dontracl Docurnants, a -max The American Instipae of Architects' legal
counsel, copyr"ais.org.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 29 of 30
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16D11
CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) PAGE OF RAGES
AMA Document G'702, APPLICATION AND CERTIFICATE FOR PAYMENT. APPLICATION N0:
containing Contractor's signed Certification, is attached. APPLICATION DATE:
In tabulations below, amounts are stared to the nearest dollar. PERIOD TO:
Use Column I on Contracts a-here variable retainage for line items may apply. ARCHITECT'S PROJECT NO.:
A
8
I C
D
E
I F
G
H
I
ITEM
NO.
DESCRIPTION OF WORK
SCHEDULED
VALUE
WORK COMPLETED
MATERIALS
PRESENTLY
STORED
(. OT IN
D OR E)
TOTAL
COrrIPLETED
ADD STORED
TO DOTE
(DTE +F)
s0
(G ; C)
BALANCE
TO
FINISH
(C - G)
REZ.4ItiAGE
IF VkRIABLE)
RATE)
FROM PRE1'lOCS
APPLICATION
(D + E)
THIS PERIOD
I
I
f
AIA DOCUMENT G703 COX TL`iU {,rl N si'l FOR G 02 IWi, EDITION ku. (5''199? 1 TiE A.JMM'k.X MUTIiTI OF ARCHITECt$, 1735 \'EW YORK
#T-WT, ;:.u:, T.WHINGTON, O.0 200055292 • WARNING: Unlicensed photocopying violates US copyright laws and will subject the violator to legal prosecution. G703-1992
Is:,
CAUTION: You should use an original ANA document which has this caution printed in red. An original assures that changes will not be obscured as may occur when documents are reproduced.
Habitat for Humanity of Collier County, Inc.
2012 CDBG (CD 12 -03)
Page 30 of 30
3CA