Agenda 10/23/2018 Item #16D 510/23/2018
EXECUTIVE SUMMARY
Recommendation to approve and authorize the Chairman to sign the Second Amendment to the
agreements with LeeCorp Homes, Inc., Prestige Home Centers, Inc., and Rural Neighborhoods,
Incorporated for the State Housing Initiatives Partnership (SHIP) Demolition and/or Replacement
of Mobile/Manufactured Housing and Owner-Occupied Rehabilitation Program strategies to
increase funding and perform additional allowable activities.
OBJECTIVE: To continue to promote affordable housing strategies for low to moderate-income
persons through the SHIP Program.
CONSIDERATIONS: The William E. Sadowski Affordable Housing Act provides additional funding
to local communities to promote and advance affordable housing initiatives. Funds are generated through
documentary stamp tax on real estate transactions. Under the SHIP Program, Collier County and the City
of Naples receive funds from the State of Florida through the Florida Housing Finance Corporation
(FHFC) to undertake eligible activities.
On October 10, 2017, Agenda Item #11E, the Board of County Commissioners (Board) approved a
Hurricane Irma Disaster spending plan for SHIP FY16/17 and FY17/18 to include the strategies; Owner -
Occupied Rehabilitation, Demolition/Replacement of Mobile/Manufactured Housing, Disaster
Mitigation, and Construction Assistance. The State of Florida Office of the Governor Executive Order
Number 18-82 extended the declaration of a state of emergency under the FEMA Act for Collier County
until July 24, 2018. Staff is requesting to revise the spending plan for each SHIP strategy below, and to
allocate additional disaster funds provided by FHFC:
OWNER-OCCUPIED REHABILITATION
In July 2018, the grantor agency, FHFC, appropriated an additional FY17/18 Disaster funding allocation
in the amount of $172,400 to Collier County for disaster related activities associated with Hurricane Irma.
It is recommended to use this additional allocation to expand the Owner-Occupied Rehabilitation
Program. Rural Neighborhoods has assisted four (4) homeowners to date and five (5) are at difference
phases of rehabilitation. The additional funding will be used to assist approximately three to five (3 -5)
additional families repair their homes.
On June 27, 2017, Agenda Item #16D11, the Board approved the Agreement with Rural Neighborhoods,
Incorporated for the owner-occupied rehabilitation strategy. The First Amendment was approved on
August 14, 2018, Agenda Item #16D2 that included changes in terminology, added additional contract
language, and clarified reimbursement language.
The Second Amendment will:
1. Increase the contract amount by incorporating SHIP FY2017/2018 in the amount of $172,400 for
a total contract of $772,400.
2. Extend the expenditure date to June 30, 2020.
DEMOLITION/REPLACEMENT OF MOBILE/MANUFACTURED HOUSING
Based on the level of qualified applications received under the disaster spending plan, there are unspent
funds in some of the programs, from the initial allocations made last year. However, we have had more
demand than funding for the demolition/replacement of mobile/manufactured housing program.
Therefore, staff is requesting that the unexpended funds from the Disaster Mitigation strategy spending
plan be reallocated to the Demolition and/or Replacement of Mobile/Manufactured Housing strategy; and
further recommends that current year (SHIP FY18/19) funding be awarded to serve as many applicants as
possible in this program area. There is a statutory cap on the amount of funding allowed to be spent on
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mobile/manufactured housing. However, FHFC has waived the State SHIP Statute 420.9075 (5) (e) which
caps each county or city from spending more than twenty (20%) percent of their local housing distribution
funding on mobile/manufactured housing. Therefore, the recommended additional allocations are
allowed.
The program to date has completed replacement housing for three (3) families and currently nine (9)
homes are at various stages of construction. Staff has a waiting list of residents requesting Demolition
and/or Replacement of Mobile/Manufactured Housing and approval of this action will allow additional
families to be served. It is anticipated that approximately twenty (20) Hurricane Irma storm related
families will be served through this program.
Further, on September 25, 2018, Agenda Item #16D10, the Board approved a change in the Local
Housing Plan to provide additional assistance for those properties that are below FEMA base flood
elevation and other extensive site improvement and infrastructure requirements (platform elevations,
septic system replacement, etc.). The proposed amendments carry these changes forward to the
appropriate contracts.
On May 8, 2018, Agenda Item #16D8, the Board approved the agreements with LeeCorp Homes, Inc.
(LeeCorp) and Prestige Home Centers, Inc. (Prestige) to act as the Sponsor for the Demolition and/or
Replacement of Mobile/Manufactured Housing strategy.
The first amendment was approved on August 14, 2018, Agenda Item #16D2. The amendment included
additional terminology, added agreement language, and clarified allowable expenditures.
The Second Amendment for Lee Corp and Prestige will incorporate the following changes:
1. Increase funding for Fiscal Year 2016/2017 by $112,000, Fiscal Year 2017/2018 by $53,000 and
Fiscal Year 2018/2019 in the amount of $51,500 for a total contract of $976,500.
2. Extend the agreement end date to June 30, 2021.
3. Include additional models on the cost sheet (Exhibit I) for each Sponsor.
4. Add additional language to include the revised 2016-2019 LHAP that was approved by the
Board on September 25, 2018, Agenda Item #16D10, increasing the award amount for
infrastructure and site related improvements.
These amendments with LeeCorp, Prestige, and Rural Neighborhoods will allow staff to continue with
implementation of rebuilding after Hurricane Irma.
FISCAL IMPACT: Funds for LeeCorp and Prestige are budgeted within SHIP Grant Fund (791),
Projects 33467, 33525, and 33569. Funds for Rural Neighborhoods are budgeted within SHIP Grant
Fund (791), Projects 33331, 33429, 33467 and Disaster Funds in Project 33568.
LEGAL CONSIDERATIONS: This Item has been approved for form and legality and requires a
majority vote for Board approval. - JAB
GROWTH MANAGEMENT IMPACT: These projects will allow the County to expand affordable
housing opportunities for its citizens and further the goals of the Housing Element of the Collier County
Growth Management Plan.
RECOMMENDATION: To approve and authorize the Chairman to sign the Second Amendment to the
agreements with LeeCorp Homes, Inc., Prestige Home Centers, Inc., and Rural Neighborhoods,
Incorporated for the SHIP Demolition and/or Replacement of Manufactured Housing and Owner-
Occupied Rehabilitation Program strategies to increase funding and perform additional allowable
activities.
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Prepared By: Lisa N. Carr, Senior Grant Coordinator, Community and Human Services Division
ATTACHMENT(S)
1. Second Amendment LeeCorp Inc (PDF)
2. First Amend-LeeCorp (PDF)
3. LeeCorp FULLY EXECUTED Agreement (PDF)
4. Second Amendment Prestige Home Center Inc (PDF)
5. First Amend-Prestige (PDF)
6. Prestige FULLY EXECUTED Agreement (PDF)
7. Second Amendment Rural Neighborhoods Incorporated (PDF)
8. FIRST AMENDMENT RN-OOR (PDF)
9. Rural Neighborhood Contract (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.5
Doc ID: 6931
Item Summary: Recommendation to approve and authorize the Chairman to sign the Second
Amendment to the agreements with LeeCorp Homes, Inc., Prestige Home Centers, Inc., and Rural
Neighborhoods, Incorporated for the State Housing Initiatives Partnership (SHIP) Demolition and/or
Replacement of Mobile/Manufactured Housing and Owner-Occupied Rehabilitation Program strategies to
increase funding and perform additional allowable activities.
Meeting Date: 10/23/2018
Prepared by:
Title: Grants Coordinator – Community & Human Services
Name: Lisa Carr
10/01/2018 1:35 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
10/01/2018 1:35 PM
Approved By:
Review:
Public Services Department Kimberley Grant Level 1 Reviewer Completed 10/03/2018 2:03 PM
Community & Human Services Leslie Davis Additional Reviewer Completed 10/03/2018 4:45 PM
Community & Human Services Maggie Lopez Additional Reviewer Skipped 10/03/2018 4:59 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 10/03/2018 4:59 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 10/04/2018 11:48 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 10/09/2018 9:58 AM
Grants Erica Robinson Level 2 Grants Review Completed 10/09/2018 11:48 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 10/11/2018 11:55 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 10/11/2018 11:56 AM
Office of Management and Budget Laura Wells Level 3 OMB Gatekeeper Review Completed 10/11/2018 1:15 PM
County Attorney's Office Emily Pepin CAO Preview Completed 10/11/2018 2:33 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 10/12/2018 6:01 PM
Grants Therese Stanley Additional Reviewer Completed 10/15/2018 9:05 AM
County Manager's Office Heather Yilmaz Level 4 County Manager Review Completed 10/15/2018 5:30 PM
Board of County Commissioners MaryJo Brock Meeting Pending 10/23/2018 9:00 AM
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Packet Pg. 910 Attachment: Second Amendment LeeCorp Inc (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 916 Attachment: First Amend-LeeCorp (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 917 Attachment: First Amend-LeeCorp (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
16.D.5.cPacket Pg. 918Attachment: LeeCorp FULLY EXECUTED Agreement (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
16.D.5.cPacket Pg. 919Attachment: LeeCorp FULLY EXECUTED Agreement (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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16.D.5.cPacket Pg. 947Attachment: LeeCorp FULLY EXECUTED Agreement (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 948 Attachment: Second Amendment Prestige Home Center Inc (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 953 Attachment: Second Amendment Prestige Home Center Inc (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 954 Attachment: First Amend-Prestige (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 955 Attachment: First Amend-Prestige (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
16.D.5.fPacket Pg. 956Attachment: Prestige FULLY EXECUTED Agreement (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
16.D.5.fPacket Pg. 957Attachment: Prestige FULLY EXECUTED Agreement (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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16.D.5.fPacket Pg. 968Attachment: Prestige FULLY EXECUTED Agreement (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 992 Attachment: FIRST AMENDMENT RN-OOR (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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Packet Pg. 993 Attachment: FIRST AMENDMENT RN-OOR (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
1 60 I I
Grant - SHIP tr"f 2014-Z0lS, 20l$11016
anil2016-2011
Activity: - Owner-Occupied
Rehabilitation Progrgm
Subrecipient -Rural Neigbborhoods,
ItrcorDorrted
puNs #. 605098!36
w:rl*4*J238417
CSI'A # - 52.901 for Fy l4l15 and
40.901 for FI 15/16 and t6l17
AGRDEMENT BETWEEN COLLIER COT'NTY
Rural Neighborhooffi
"orpo""r"d
TIIIS AGREEMENT is made and enrered ioto tt i, )1 +
l"y or \ . zOrz,
It T :*-""." Cotlier County, a political subdivision "r tilStut. ormiffi, t6ffi; oiuranree') naung its principar address as 3339 E. Tamiami rrail, suite 21 1, Nupi"r rr:+t tz, uoaRural Neighborhoods, rncorporated, a private not-for-profit corporation existing *a", tr" iaJor
l"-llT:,_.llt"'ida, having its pdncipat office 19308 sw siod d..i-ffiffirb,, rffi;;
33 034((SUBRnCIPIENT'),
(SHtr) Program funds; and
. \{HEREAS, pursuant to the sHIp prograr4 the couNry is undertaking certaiu activitiesto-primarily benefit persons or houscholds earaing not gre ater tban pom ofmedian annual incomeadjusted for famiiy size; and
WHEREAS' the Fiscar ycar 2013-201 6 rocar Housing Assistance praa, as amended, was
4opted by the Board of county commissioners on Apr i:lolr, nrrototioo No. 2013-94 anirfurther amended; and
wHEREAS' the Fiscal year 201 6-2019 Locar Housing Assistance plan, as amended, wasadopted by the Board of cowrty commissioners on Apri.l 20, z-oti, nesotution r..r". zoro-zs ;-J
WHEREAS, the corJNTy ancr the suBRECIPIENT desire 10 provide the owner occupiedrehabilitation as specified in Exhibit "8" of this age€mJ and iq accordanc" *irh-th;oforementioned Local Housing Assistance plans; and
. Now' TIIERD'0RE, in consideration of the mutual promises and covenants hereiacontained, it is agreed by the parties as follows:
sHIp- owner occupied Rehabilitation
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160I1
III.
DEFIMTIONS AND PI,'RPOSE
A. DEFIMTIONS
Terms shall be as defined in_the Stq: Housing Incentives par8rership (SHIp) prograrn,
420'9071 and chapter 67-37 ofthe FloridaAdminisnative coa", ana *y umenaireotthereto (also refened as the SHIp program).
B, PI.JRPOSE
Tt_typ_ot" {*ris Agreement is to staie the covenants and condidons under which
the SUBRECIPIENT will implementthe Scope of Service summarizod in Section tr ofthis Agreement.
SCOPE OFSERVICE
!e- !]€RECIPIENT shell, in a satisfactory and proper rwmner as detemdned by the
IOYNJY, eerfoqthe necessary tasks to artnri"isteraid implement the described servicesnerern rncorpofar€d by reference as Exhibitr B{ (program Narraive and BudgaNarrative)in accordance with the terms and conditions of Reiuesis for epprilti"*, o*.'--occupieiRehabilitation Projects, State Housing Initiatives'parbershi; iunding cycle Fiscar yln
201+2015,2015-2016and,2016-20t7 SUBRECIPIENT,s appmarion Aatea May 4,201?,
SPECIAL GRANT CONDITIONS
Within 30 days of the execution of this Agreemen! the SUBRECIpIENT mustdeliver to CHS for approval a detailed project scheiule for the implementation
through completion ofthe project to include;taff assignment
Tbe following resolutions and polioies must be adopted by the SLBRECIpIENT,sgovemng body pior to the distribution offirnds:
1. Affrmative Fair Housing policy
2. Procurement Policy including Code of Conduot3. Atrrnative Action policy
4. Conllict oflnterest policy
5. Equal Opportunity policy
6, Sexual Harassrnent policy
7. Procedures for meeting the requirements set forth in Section 504 of the
Rehabilitation Act of 1973, as amended eg U.S.C.7g4)8. Fraud Policy
9. Marketing/Outeachpolicv
i0. Waitlist Polisv
sHIp- owner occupied Rehabilitation
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ry.
v.
t 6011
PERIOD OF PERTORMANCE
This Agreement shell be in eflect fiom June 27 ,2017 tlno:us,June 30, 2019 and all services
required hereunder shall be compteted in accordance with the schedule s€t forth in E*ibit c
(Budget Narrative).
AGREEMENT AMOT]NT
It is oxpressly agreed and uriderstood that the totel amount to be disburscd by the coLlNTy
for the use by the SIIBRECIPIENT during the term ofthe Agreement shall not exceed six
Hundred lhousand and 00/100 Doilan($600p00).
The budget identified for the hoject shall be as follows:
Line Item Descriptlon SHIP Funds
Project Component One: Rehabilitation to owner-
occupied units. (Maximum per rurit il accordance
withLHAP)
Project Comporcnt Two: Project Delivery Fee
(maximum of 10% per total project cost)
Project Comoonent Three: lnspection for non-
eligible properties (maximum $250.00)
$ s36,250.00
$60,000* not to exceed
for entire grant,
$3,7s0.00
TOTAL $500.000.00
Modifications to the "Budg€t and scope" may only be made if approved in advance by thecotNTY. Funds may be shifted to allow for the maximuu number of units to be
rehabilitated.
All services specified in Section II. scope of Services shafl be performed by
SUBRECIPIENT employees, or shall be put out to competitive bidding under a procedure
acc€ptable to the couNTY and state requircments. rhe SUBR_ECIPIENT shalienter into
conaact for improvements with the lowes! responsive and qualified bidder. contact
adminisation shall be banctled by the SUBRECIpIENT and monitored by cHS, which shru
have access to all records and documents related to the project.
The county sball reimburse the SUBRECIpIENT for the perforrrance ofthis Agreement
upon completion of the work tasks as accepted and approved by cHS pursuant to the
submittal ofpay packet SUBRECIPIENT may not request disbursement of SHIp fi:nds until
funds are needed for eligible costs. Reimbunecrent will not occur if sUBRECIpIENT fiirs to
sHIp- owner occupied Rehabilitation
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perform the minimum level ofservice required by this Agreement, Final invoices are due no
later than 90 days after the end ofthis Agreement. In the event that an extension to payment
submission is not grauted by the Grant Coordinator, the SUBRECIPIENT shall forfeit all
outstanding requests for payment not submitted.
The County Mu"ager or designee may extend the term ofthis agreernent for a period ofup to
180 days after the end of the agreement. Extensions must be requested in writing by the
Subrecipient authorized in writing by the County Manager or designee.
No paymurt will be made untii approved by CHS and audited by the Collier County Clerk of
Courts for grant compliancc and adherence to any and all applicable local, state or federal
requirements, Payrnent will be made upon receipt ofa properly completed invoice and in
compliance with $218.70, Flodda Statutes, otherwise known as the "Local Government
hompt Payn, ent Act."
VI. NOTICES
Notices required by this Agreement shall be in writing and delivered via mail (postage
prepaid), conmercial couder, or personal delivery or s€nt by fecsimile or other electonic
means. Any notice delivered or seat as aforesaid shall be efestive on the date ofdelivery or
seoding. All noticcs and other witten communications under this Agreement shall be
addressed to the individuals in the capacities indicated below, unless otherwise modified by
subsequent written notice.
COLLER COUNTY
SIJBRECIPIENT
ATTENTION: SHIP Grant Coordinator
Collier County Government
Community and Human Services
3339 E Tamiami Trial, Suite 21 1
Naples, Florida 341 12
Phone:239-252-5312
ATTENTION: Rural Neighborhoods, Incorporated
P.O. Box 343529
Florida City, Florida 33034
Email to: stevekirk@ruralneigbborhoods.org
Pbone:305-242-2142
GENERAL CONDITIONS
A. GENERALCOMPLIANCE
The SUBRECIPIENT agrees to comply with the requirements as outlined in Section
420.907 ofthe Florida Statutes and Chapter 67-3i ofthe FloridaAdministrative Code.
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The SUBRECIPIENT also agrees to comply with all other applicable state and locallu*rtfglll{o1s, and policies governing the fimds provided under this Ag€ement
The SIJB_RECIPIENT agrees to utilize finds available under this Agreement for the
Owner Occupied Rehabilitation program exclusively for repairs for persons and
households, and for projcct delivery costs, inspection for failed eligibility and crient
eligibility, outeach and construction costs associated with the each completed unit
CODE OF ETT{ICS AND CONDUCT
The SIJBRECIPIENT shall comply with the Code of Ethics and Conduct for
Homeownersldp Professionals deveroped by the Advisory council for the National
Industy Standards for Homeownership Education and Counseling. Adhering to this
code of ethics is critical to demonstrating ethical conduct ritnin ttre lousing
counseling profession. This code of ethics is not intended to replace, but rather to
supplemeo! any code of ethics that the SUBRECTpIENT aleady uses in their
organization
INDEPENDENT CONTRACTOR
Nothing contained in this Agreement is htended to, or shall be constued in any
manner, as ceating or establishing the relationship ofemployer/employee between
the parties. The S{JBRECIPIENT shal at aU times reroain an "independent
contractor' with respect to the services to be performed under this Agreement The
COIJNTY :t'all bs exempt ftom payment of all Unemployment Compensation, FICA,
retirement benefits, life and/or medical insurance and Worken, Comoensation
Insurance, as the SUBRECIPIENT is an iadependent SUBRECIPIENT.
WORKERS' COMPENSATTON
It-re ItIBREqIPEbiI shall provide Workers' Compe,nsation Insurance coverage for
all of its employees involved in the perfotmance oithis oontact.
INSURANCE
The SUBRECIPIENT stall frrmish a Certificate of lnsurance narning Collier
County as an additional insured with general liability limits ofat least $1,000,000
per occurrenc€ itr accordance with Exhibit A.
F. INDEMNIFICATION
To the maximum extent pe*titted by Ftorida law, the SUBRECIpIENT shall
indemni& and hold larmless Collier County, its of,ficers, agents and €rnploye€s ism
any and oll claims, liabilities, damages, losses, costs, and causes ofaction which mav
arise out of an act, omissio4 includin& bnl not limited to, reasonable attomevs' fees
and paralegals, fees, to the extent caused by the negligencg rccklessiess, or
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intentionally wrongfirl conduct ofthe SIIBRECIpIENT or any ofits agents, offcers,
servants, employees, contactors, pahons, guests, clients, li"*r."s, iioit o, o, uny
persons acting under the direction, control, or supervision ofthe SUBRECIpIENT inthe performance of lis Agreernent. This indemnifioation obligation shall not be
construed to negat€, ab,ridge or rcduce any other righc or remedils which otherwise
may be available to an indemnified palty or perso; described in this paragraph. TheSUBRECIPIENT shall pay all claims and losses of any nature whatsoever in
connection therewith and shall defend all suits in the nami of the COUNTy and
shall pay all _costs (including attomey's fees) and judgments which may issue
there-on. This Indemnification shall survive the termination and/or expirarion ofthis
Agreement. This section does not pertain to any incident arising Aom the sole
negligence of Collier County. The foregoing indemnification shall not constitute a
waivel of sovereign ftnmunity beyond the limits set forth in Section ?6g.2g, Florida
Statutes.
GRANTOR.RECOGMTION
The SLIBRECIPIENT agrees that all notices, informational panphtets, press relealles,
advertisenoents, descriptions ofthe sponsorships ofthe program, researcn repore ana
similerpublic notices prepared aod released by the SUBRECIpIENT for, on behalf
of, and/or about the Prognm shall inolude the statement:
,.FINANCED By FLORIDA HOUSING flNANCING COPORATION (Ftrc)AIID COLLIER COIJNTY COMMI]NITY AND IIUMAN SERVICES
DTVISION"
and shall appear in the same size letters or type as tle narne ofthe SLIBRECIpIENT.
This design concept is intended to disseminate key information regarding the
dwelopment team as well as Equal Housing Opportmity to ttre geniral public.
Construction signs shall comply with applicable COUNT* codes.
AMENDMENTS
The COUNTY and/or SUBRECIpIENT may amend this Agrefirent at any timeprovided that such amendments make specific rcference to thi--s Agreement, and are
executed in writing, signed by a duly authorized representative ofeirch organization,
and approved by the Grantee's goveming body, Such arnendments shall not
invalidate this Agreemen! nor relieve * .eieuse ihe Gmntee or SUBRECIPIENT
fiom its obligations under this Ageement.
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The COIJNIY may, in its discrction, amend thls Agreoment to oonfomr with federal,
state or local govemmental guidelines, policies and available finding amounls, or for
other reasons. If such amendments result in a change in the funding, the scope of
services, or schedule ofthe activities to be undertakea as part ofthis Agreemenisuch
modifications -will be incorporated only by written amendment signed by both
Grantee and SUBRECIPIENT.
Expiration of Agreemenu If the SIJBRECIpIENT does not compl€te the project
within the time period th€ COtlNTy lv{mager or designee may grant a cumulative
time erdension ofno more than 180 days aod modi$ any subsequent project work
plans to reflect the extension.
SUSPENSION OR TERMINATION
Either party may termimte this Agreem€nt at any time by giving wdtten Dotioe to the
other party of such termination aud speci$ing the effective date thereof at least 90
days before the effective date of such termination, Upon written termination all
fro.risrlg units tUat are c]tnently in the rehabilitation process i.e., CHS has approved
initial insp-cotion by 3d party for rehobilitation projector a contract has been signed
between SUBRECIPIENT and contactor must be completed within the 90 day
window of written termination notice. No exceptious wiu be msde. In the weat of
anl termination for convenience, all finished or unfnished doclnrcnb, .tnre, r€ports or
other materials pepared by the SUBRECIPIENT under this Agreement sha.ll, at the
option ofthe COUNTY, become the property of the COIJNTy. The COUNTy may
also suspend or terminate this Agreement, in whole or in pa4 ifthe SIIBRECtrIENT
materially fails to comply with any term of this Agreement, or with any of the rules,
regulations or provisions referred to herein, in addition to other remedies as provided
by law. ffthrough any carse ihe SUBRECIPIENT shall fail to tujfiIl in a timely and
proper menner its obligations under this Agreemenl or violates any ofthe covenatrts,
agreements, or stipulations ofthis Agreement, the COUNTy shall thereupon have the
righJ to tenninate this Agreement or suspend paymert in whole or part by grving
witten notice to the SUBRECIPIENT of such termination or suspension ofpayment
and specifr the effective clate thereof, at least five (5) working days befoie the
effective date of temrination or suspension Ifpalments are withheld, Community and
Human services Division staff shall speciff in writing the actions that must be taken
by the SUBRECiPIENT as a condition precedent to resumption ofpalments and "trlllneu! a regsolable date for compliance, Suffcient cause for suspension ofpaymenb
shall include, but not be limited to:
* Ineffective use offi:nds.+ Failure to comply with Section tr, Scope of Service ofthis Agreement.* Failure to submit periodic repofis a.s detemined by the COUNTy.
J. PURCHASING
iSHIP- Owner Occupied Rehabilitration
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All purchasing for sewices and goods (all rehabilitation good and services shall be in
accordanco with Erhibit B ofthis Agreement), including capital equipmen! shall be
made by purchase order or by a written cottact and in conformity with the threstrolds
of Collier County Purchasing Policy.
16011
The Subrecipient shall enter into contacts for improvements with the lowest, responsible
and qualified biddet. contract administation shall be handled by the SUBRECIPIENT
and monitored by CHS, which shall have access to all records and docurnents related to
the project.
VITI. ADMIMSTRATIVE REQUIREMENTS
RECORDS TO BE MAINT{NED
The SUBRECIPIENT shall maintain all records required by the COUNTy that are
pertinent to the gctivities to be funded under this Agreement as established in
Exhibits "B" (Prograo Nanative).
B. RETENTION
The sUBRECIPIENT sbar retain alt records p€rtin€nt to exp€ndit'res inouned rmder
this Agreement for a period of five (5) years fiscal years affer the fimds have been
expended and accounted for, provided applicable audits have been released.
Notwithstanding the above, ifthere is litigation claims, audits, negotiations or other
actions that involve any of the records cited and that have started beforc the
expiration of the five-year period, then such records must be retained until
completion ofthe actions and resolution ofall issues, or the expiration ofthe ten-yeax
period, whichever occurs larer,
Threshold
Dollar Range g)Quqtes
Under $3K I Written Quote
$3Kto $50K 3 Written Quotes
Above $50K
Request for Pmposal (RI'P)
Invitation for Bid (IFB), etc..
DISCLOSURE
The SUBR-ECIPIENT shall maintain records in accordance with Florida,s public
Information Law (F.S. I 19).
CLOSEOUTS
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SUBRECIPIENT's obligation ro the COUNTy shall not end until all closeout
requir€rnents are completed. Activities during this closeout period shall include, but
not be limited to: making final payments, disposing ofprogram assets (including the
retum ofall unused materials, equipmen! program income balances, and r€oeiv'ble
accormts to the COUNTY), close out monitoring and determining the custodianship
of records. In addition to the records retention outlined in Section D(.B.4, ttre
SIJBRECIPIENT shall comply with Section 119.021 I'lorida Statutes regarding
recorrds maintenance, presavation and retention" A conflict between state and federal
law records retentioo requirements will result in the more stingent law being applied
such that t}te record must be held for the longer duration. Any balance ofunobligated
funds which have been advanced or paid must be retumed to the County. Any fiuds
paid in excess of the amount to which the SUBRECIPIENT is entitled under the
terms and conditions of this Agreement must be refrmded to the COUNTY.
SUBRECIPIENT shall also produce records and information that complies with
Section 215.97, Florida Single Audit Act
E, AUDITS AND INSPECTIONS
l. Audits
Pursuant to Florida statute 215.92(6) (Florida single Audit Act), in the event that the
SUBRECIPIENT expends a total amomt of_ State awards equal to or in excess of
$500,000 in any fiscal year of such SUBRECIpIENT, the SUBRECIpIENT must
have a State single or projeot-specific audit for such fiscal year in accordance with
Section 215.97, Florida Statutes; applicable rules of the ixecutive Office of the
Govemor and the Comptroll€r, and Chapter 10.650, Rules ofthe Auditor General.
Io conneetion with these audit requircments, the SUBRECIpIENT shall ensr:re rhat
the audit complies with the requirements of Section 2 I 5.97(7), Flo{ida Shtute* Thb
i:rcludes submission of a reporting package as defined by Section 215.9?(2)(d),
Florida Statutes, and Chapter 10.650, Rules of the Auditor General. The finaneial
reporting package must be delivered to the CowTywithin 45 doys qfier delivery of
the financial reporting paclcage to the SUBRECIpIENT but no taer than tg0 ttays
afier the SUBRECIPIENT's fucal year end" Submit thefinonciat
and Exhibit G to the Grant CoordinatoL
Ifthe SUBRECIPIENT expends less than $500,000 in State awards in its fiscal year,
al audit conducted in accordance with the provisions of section 215.97, Florida
Statutes, is not required. Iu the event that the SIJBRECIPIENT expends less than
$500,000 in State awards in its frscal year and elects to have an audit conducted in
accordance with the provision of Section 215.97, Florida Statutes, the cos of the
audit must be paid from non-State fimds,
2. Inspections
The SUBRECIPIENT'S records with respect to any matters covered by. this
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Agreement shall be made available to the COUNTY and/or the FIIFC at any time
during normal business hours, as often as the COIJNTY or the FHFC deems
necessary, to audit, examine, and make excerpts or taoscripts ofall relevant data
MONITORING
The SUBRECtrIENT agrees that CHS will carry out no less than one (l) aonual 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 liiu
ofan on-site visit. The continuation ofthis Agreement is dependent upon satisfactory
evaluations. The SUBRECIPIENT shall, upon the request of CffS, *U-it
inforsration and stotus reports required by CHS to enable CHS to evaluate said
progress and to allow for completion ofreports required The SUBRECtrIENT shall
allow CHS to monitor the SUBRECIPIENT on site. Such site visits mav be
scheduled or unscheduled as determired by CHS.
The COUNTY will monitor the perforrnanc€ ofthe SUBRECIpIENT based on goals
and performance standads as stated with all other applicable ftdenl, strte and locsl
laws, regulations, and policies governing the funds provided undo this Agreement.
Substandard performance as detennined by the COUNTY will constitute
noncompliance with this Agreement. If corrective action is not taken by the
SUBRECIPIENT within a reasonable period of time after being notified by the
COUNTY, contact susp€nsion or temination procedures will be initiated.
SIJBRECIPIENT agr€€s to provide the COIJNTY, or tbe COUNTY's internal
audito(s) access to all records related to performance ofactivities in this agreeneot.
CORRECTWEACTION
Corrective action plans may be required for noncompliance, nonperformance, or
unacceptable performance under this Agreement Penalties may be imposed for
failures to imJ'lement or to make acceptable progress on such conective action plans.
In order to effectively enforce Resolution 2013-228, Community and Human
Services (CHS) Division has adopted an escalation policy to ensrue continued
compliance by reciflents, SUBRECIPIENTS, or aoy entity receiving grant firn<ts
from CHS. CHS's policy for escolation for non-compliance is as follows:
l. Initial non-compliance may rgsult in Findingq or Concerns being issued to
the entity and will require a corrective action plan be submitted to the
Division within l5 days following the monitodng visit.
. Any pay requests that have been submitted to the Division for payment
will be held until tle corrective action rlan hns been zubmitted.
F.
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CHS will be available to provide Technical Assistanc€ CIA) to the entity
as needed in order to conect the non-compliance issue.
If in the case an Entity fails to submit the conective astion plan in a timely
manner to the Divisiorq the Division may require a portion ofthe awarded
grant amormt be retumed to the Division
The Division may require upwards offive percent (570) ofthe awarded
amount be retumed to the Division, at the discretion of the CHS Director.
The entity may be considered in violation ofResolution 2013^2ZB
If in the case an Entity continues to fail to conect the outstanding issue or
repeats an issue that was previously corrected, and has bear infomred by
the Division oftheir substantial non-compliance by certified mail; the
Division may require a portion of the awarded grant amount be retumed to
the Division.
The Division may require upwards often percent (1070) ofthe awarded
amount be renrmed to the Division, at the discretion of the CHS Directot,
The entity will be considered in violation ofResolution 2013-228
If in the case after repealed notification the Entity continues to be
substantially non-complianl the Division may recomrnend the oontract or
award be terminated.
r The Division will make a recorunendation to the Board of County
Commissioners to immediately terrninate the agr€ement or contact. The
Entity will be requfued to repay all firnds disbursed by the County for
project that was tenninated,
The entity will be considered in violation ofResolution No. 2013-228
If in the case the Entity has multiple agreements with the Division and is found to
be non-compliant, the sbove sanctions ma, be Imposed across all awards at the
Dir ector's di s ctetion.
H. PAYMENTPROCEDI,]RES
The County or designee may perform a review and inspection ofthe project prior to
eash additional Disbursemen! verifing that the costs clairned are allowabte, unit
rehabilitation is satisfactory, aad reports are timely as outlined under the provisions
ofthis Agreement, Failure to submit required progress reports in mcordance with
Exhibit F may result in payment delays as detemrined by Cornmrmity and Human
ll
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Services.
I. PROGRESSREPORTS
The SUBRECIPIENT shall sulmit regular Quarterly hogess Report @xhilit F) to
the COUNTY in the form, content and frequency required by the COIJNTY.
OPPORTI.INTIIES FOR SMALL AND MINORITY/WOMEN OW\IED BUSII\ESS
ENTERPRISES
The SLJBRECIPIENT wi[ 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 ofthis contact. As used in this conAact, the terms "small
business" means a business that meets the criteria set forth in section 3(a) of the Small
Business Act, as amented (15 U.S.C. 632), and "minority and women's business enterprise '
mea:rs a business at least fifty-one (51) percent owned and contolled by miaority group
members or women For the purpose of this definition, "minority group members" are Afio
Americans, Spanish*pea.king, Spanish sumamed or Spanish-heritage Americans, Asian-
Americans, and American Indiqrs. The SUBRECIPIENT may rcly on written representations
by businesses regarding their status as minority and female busiuess enterprises in lieu of an
independent investigation.
PROHIBITED ACTIVITY
The SUBRECIPIENT is prohibited from using funds provided herein or personnel employed
in the adminisuation ofthe program for: political aotivities; sectarian or teligious activities;
lobbyhg, political patonage, and nepotism activities.
SEVERABILITY OF PROVISIONS
Ifany provision oflhis Agreement is held invalid, the remainder ofthis Agreement shall not
be aflected thereby, if such remainder would then continue to confomr to the terms and
iequirements of applicable law,
)ilI. AVAILABILITYOFFUNDS
The parties acknowledge that the Funds originate from SHIP grant funds from FHFC and
must be implemented in firll compliance with all of SHIP rules and regulations and any
agreement between COUNTY and FIIFC goveming FHFC ftnds pertaining to this
Agreement. In the event of curtallrrent or non-production of said state funds, the financial
sowces necessary to continue to pay the SIJBRECIPIENT all or ony portions ofthe finds
will not bs available. In that event, the COUNTY may terminate this Agreemen! which
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termination shall be effective as of the date that it is determined by the county Manager or
designee, in his-her sole discretion and jurtgment, that the fiuds are no longer available. In
the event of such teminatio& the SUBRECIPIENT agees that it will not look to, nor seek to
hold the COUNTY, nor any individual member ofthe County Commissionen and /or County
Administation, personally liable for the performance ofthis Agreemenl aud 0re COUNTy
shall be released from any further liability to SUBRECIpIENT under the terms of this
Agreement.
XItr. DET'AI'LTS, REMEDIES, AIID TERMINATION
This Agreement may also be terminat€d for convenience by either the County 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 terrninatioas, the portion to be terminated.
However, if in the case ofa partial temrination, the County detennined that the remaining
portion ofthe award will not accomplish the purpose for which the award raras made, the
County may temrinate the award in its entirety.
The following actions or inactions by SUBRECIPIENT shall constitute a Default under this
Agreement:
A, Failure to comply with any ofthe ndes, regulations or provisions referred to hereirl
or such statutes, regulations, executive orders, arid SHIP guidelines, potcies or
directives as may bemme applicable at any time;
B. Failure, for any reason, of the SIJBRECIPIENT to firlfill in a timely and proper
manner its obligations undu this Agreement;
C. Ineffeotive or improper use offimds provided under this Agreement; or
D. Submission by the SUBRECIPIENT to the COUNTY reports that are incorect or
incomplete in any material respest.
E. Submission by the SUBRECIPIENT of any false certification;
F. Failure to materially comply with any terms of this Agreemen! and
G. Failure to materially comply with the terms of any other agreement between the
County and the SIIBRECIPIENT relating to the project.
In &e event ofany default by SLJBRECIPIENT under this Agreenent, the County may seek
any combination of one or more of the following remedies:
1. Require specifc pcrforrnanco of the Agreement, in whole or in part;
2, Require the use ofor change in professional property msnagement.
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R equir^e_immediate repayment ry SUBRECIpIENT to the County ofall SHtrfunds SUBRECIPIENT has received under this Agreement;
Apply sanctions ifdeterrnined by the Cormty to be applicable;
Stop all payments until identified deficiencies are correcte<t;
Temrinate this Agreernent by giving $dtten notice to SUBRECIpIENT of
such termination end specifting the effective date ofsuch termination. Ifthe
Agreement is terminated by the County as provided herein, STIBRECIPIENT
shall have no claim ofpayment or claim ofbenefit for any incomplele pro1ect
activities undertaken under this Agrcemenl,
)(V' OPPORTUMTIESFORSMALLA}IDMINORITY/WOMENOWNED BUSINESSENTERPRISES
The SUBRECIPIENT w l use its best eforts to afford sma[ businesses, minority businessenterprises, and women's business enterprises the maximuo practicable oppo.t,oity to
participate in the performance of this contract. As used in tlis oontact tn"'te..s "rraubusiness" means a business that meets the criteria set forth iq section 3(a) of the srnalBusiness Act as amended ( 15 U.S.C. 632), and .tninority and women,. busine", "ot".p**means a business at Iesst fifty-one (5r) perceat owned and controlred bt;"rfty;;
members or women. For the purpose of this delinition, ,.minority group memb.^. ;ifu'-Arnericans, Spanish+peaking, Spanish sumamed or Spanish-ieriUge grn"ri*or, eri*-Americans, and American Indians. The sUBRECtrIEI.[i may rcty oo ivriu* ,.pr"r.otatio*bytusinesses regarding their status as minority and female business enterprises in d;;fa,independent investigation.
XV. AFFIRMA'TIVEACTION
fhe- SUPIECPIENT agrees that it shall be committed to carry out pursuant to thecotlNTY's specifications an AffrmativeAction program in teepini wirn iue pincipls asprovided in president's Executive Order l 1246 0f sepienb qzq,lgie .rne cobrry.hllprovide Affrmative Action guidelines to the sUBREcpH\-r to assist in the formulation?
A
o-
:::1ll:*l:S{JBf,EcIpIENT chaltsubmir a plan for an Affnnstive Action program
l::^:f"::.".f 1'rorheawa+gf tups.rleemiiativeacti;,"1r-;;Jil;;;#;
throughout the five year period and must be submiued to County within 30 days ofupdate/modification.
XVI. CONFLICTOFINTEREST
The SUBRECIPIENT covenants that no person under its employ who presently exercises any
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xuI.
xx.
functions or responsibilities in-conneotion with the projec! has any personar fimnciarinteres! direct or indirecr in the pmject areas o. *y p*""ir tnit"in, *&ich would coflict inany manner.or degree with the performance of this Agreemeirt aad that no penon h""l"g ;yconJllct of intercst sbalr be enployed by or subcoritractea uy tne suBREcpIENT. TheSUBRECIPIENT covenants thar ii wilt'comprv *io Ji prJniri.rs of 24 cFR 570.611"conflict of Interest", and 2 cFR 200.31g, ani dt" s*t" *Jco*v sratut€s, regurations,ordinance orresolutions goveming conflists ofinterest. anypossibti coriiot orit"r"J olthe part of the SUBRECIpIENT or its emproyees rtran te'oiJosea in writing to crHsprovided lowever, that this paragrapn.n"i d interpreted in
"ush
a m"n,o s;a" Jtounreasonably impede the stahrtory r€quirement that maximum opportunity be provided foremplolm.ent of and participation of low and moderate_income,oia*r, oi*" pro;;i;;;;
area.
The S,I{BRECPENT will noti& the CO-UNTy in writbg anil seek COUNTy approval priorto entering into any con..act with atr entity ovmed in who-le or in part by a covenei p*on o,an entity owned or controlled in whole oi ia part by the susREcpEI.{T. The couNTymay review the proposed contact to ensure tbat the contractor is qualified and that the costsare reasonable, Approval ofan identity of interest contact will be in the couNTy,s solediscretion. This provision is not intended to rimit sT.JBRECIpENT's ab ity to srlf-.*"g"the projects using its own employees
INCIDENT REPORTING
If services to clients are to be provided under this agreement, the SUBRECIpIENT and anysubgo.ntr.actors shall report knowledge. or ,*roiubl" suspicion of abuse, neglecg orexploitation of a child, aged persoq oi disabled adult to the borurw.
RELIGIOUS ORGA]|IIZA'TIONS
State irnds may be used by religious. orgauizations or on property owued by religiousorganizations only in accordance with -requiremerts set'in'Floriau st"toi, cripto196.01 l.The SUBRECIPIENT shal comply with Fint Amendment churcb/srate princiires
as follows:
A.
B.
c.
It will not discriminate against any employee or applicant for employmetrt on thebasis of religion and will not limit imploy."m o, gin" p".f"r*.. in employment topersons on the basis ofreligion.
It will not discriminate against any.person applying for public services on the basis ofHrgron anc wtfl not timlt such services or give preference to persons on the basis ofreligion.
It will rctain its indepeadence from Federal Stat€ atrd Local Goverlments and tnaycontirue to carry out its mission, including the definition, practice and expression oiits religious beliefs, provided that it does-not use direct dtut" firnd, to ,uppo.t *y
sHIp- owner occupied Rehabilitation
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Packet Pg. 1008 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
t 60 r 1
inherenfly religious activities, such as worship, religious instruotion or proselytizing,
D. The firnds chall not be used for the acquisition, constuotion or rehabilitation of
stuctures to the extent that those stnrctures are used for inherently religious
activities. Where a stucture is used for both eligible and inherently religious
activities, SIIIP firods may not exceed the cost ofthose portiors ofthe acquisitioo,
construction or rehabilitation that are attsibutable to eligible aotivities in accordanc€
with the cost accounting requirements appiicable to SHIp fimds in this part.
Sanctuaries, chapels, or other ropms that a SHIP fimded religious congregation uses. as its principal place of worship" however, are ineligible for SHIp funded
improvements.
)OL COT]NTERPARTSOFTMAGREEMENT
This Agreemen! consisri.g of twenty-nine (29) enumerated pages and the exhibits and
ettachments referenc€d herein, shall be er<eouted in two counterparts, each ofurhich shql be
deerned to be an original, and such count€rparts will constitule one and the same instrument.
SHIP- Owner Occupied Rehabilitation
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160 t r
IN WITNESS WIIEREOF, the SUBRECIPIENT and thc County, have eactl respectivelS by
an authorized person or agent, hereunder set their hands and seals on the darc first written a,bove.
Rural Neighborhoodq Incorporated
Print Name
^", l/ry' r
Approvcd as to form and legality:
\'\ ^ t.'\ \\xx-l1- ./\
Jennifer A. Belpedio +
Assisiant County Attorney 9^S{o{
ll7-SOC-00754/1341506/11 Page 17of29
SHIP- Owner Occupied Rehabilitation
Pemy Taylol@tLairman
Date: bQ7'ft
(sEAL)
'#uan a/4 ./,y'f9or,,, r
16.D.5.i
Packet Pg. 1010 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
160 1t
EXHIBITS
EXHIBIT ..A'
INSTJRANCE REQT]IREMENTS
The SUBRECIPIENT shall fumish to Collier County, c/o Community and Humm Services
Division, 3339 E. Tamiarni Treil, Suite 2ll, Naples, Florida 34112, Certificate.(s) of Insurance
evidencing insurance coverage that meets the requirements as outlftied below:
l. Workers' Compensation as required by Chapter 440, Florida Stat*es.
Commercial G€,neral Liability includiog products aud completed operations insuance
in the amount of $1,000,000 per occrtrrence and $2,000,000 aggregate. Collier
County must be showu as an additional insured with respect to this cov€rage.
Automobile Liability Insurance covering all owned, non-owned and hLed vehicles
used il connection with this conract in an amouot not less than $1,000,000
combined single limit for combined Bodily Iqiury and Property Damage. Collier
County shall be named as ao additional ilsured.
DESIGN STAaE (IF APPLICABLE)
In addition to the insurance required in I - 3 above, a Certificate ofhsurance must be provided as
follows:
4. Professional Liability Insurance in the name ofthe STIBRECIPIENT or the licensed
design professional employed by thc SUBRECIPIENT in an amount not less than
$ 1 ,000,000 per occuneoce/$ I ,000O00 aggrceate providing for all surs which the
SUBRECIPIENT and/or the design pmfessional shail become legally oblipted to
pay as damages for olaims arising out of the services perbrmed by the
SUBRECIPIENT or any person employed by the SUBRECIPIENT in connestion
with this contraot, This insurance sh.ll be maintained for a period of two (2) years
after the certiicate of Occupancy is issued. Collier County shall be narned as al
additional insured.
CoNSTRUCTIoN PHASE (IF APPUCABLE)
In addition to the insurance required in I - 4 above, the SITBRBCIPEINT shall provide or cause its
Subcontractors to provide originirl crrtificates indicating the following qpes of insurance coverage
prior to any constructioir:
Completed Value Builder's Risk llsurance on an "All Risk" basis in an amount not
less than one hundred (1007o) percent of the insuable value of the building(s) or
SHIP- Owner Occunied Rehabilitation
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Packet Pg. 1011 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
l6I) t r
*!1e!1l The policy shall be in the name of Collier County and theSLIBRECIPIENT.
In accordance with the requirements ofthe Flood Disaster protection Act of 1973 (42U.S.C. 4001), the SIJBnSCI'*N"I shalt assure that for activities located in an areaidentified by the Federal Emereencytvtanagenent egency lfeiltias naving specialflood hqzards, flood insuranJe under thJ Nutio*] ff6oa n-uiro"" prograrn isobtained and maintained as a condition
"f fi"-.i"I ;lrt r;]; acquisition orsonsuuction purposes (including rehabilitation).
OP_EMTIoI/MANAGEMENT pHAsE (rF AppucA BLE)
A-fter the Constuction pbase is mmpl{e.-d a1d occulancy begins, the following insurance must bekept in fotce throughout the duration of th, to* anilo, ,*ifii ' -
Workos' Compensation as required by Chapter 1140, Florida Statutes.
Commercial GeneEl Uability including products and completed operations insurancein the arnount of $1,000,000 per occurenc€ snd $2,000,000 aggregate. CollierCounty must be sho*o * ,o udditioo"r ir"r*a *tn ,lrp"iiio ffi "or"*g.
Automobile Liability lnsurance covering all oumed, non_owned md hired vehiclesused in conaection with this contract in an amount not.less than $1,000,000combined single limit for oombined Bodily Injury and froperty Oamage. CottierCounty as an additional insured.
|.ryry Sry* coverage on an ,.All Risk , basis in an amount not less than one
.h;1$_1jlt.t? "the
re.placemenr cost of rhe pmperty. Coilier county must Uesnown as & Loss payee with respect to this coverage A,T,LM.A.
Flood Insurance coverage for those properties found to be within a flood hazard zonefor the firll replacement values oi the structur(s) or the;;r_ amount ofcov€nge available through the National Flood Insurance proga. Omfp). Th"policy must show Collier County as a Loss payee AT.IM.A.
---
7.
8.
9.
10.
ll.
sHIp- owner occupied Rehabilitation
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Packet Pg. 1012 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
! 6011
EXHIBIT B
o** o""l#SXH[IffiIil3N pRocRAM
The Owner Occupied Rehabilitation hogram is designed to assist income eligible homeoymers that
own and ocoupy theirhome by providing sHIp firnds to assist with necessary repai$ to correct code
violations or ernergency rcpairs thar impact thoir healtb, safety and welfare,
-The
home must be
suitable for rehabilitadon and located wirhin the utincorporated and incorporate<l areas ofCollier
County.
The Owner Occupied Rehabilitation hogram may be administered in accordance with Colliercounty's Rehabilitation standads (incorporated by reference, and as amended) and shall be
administered in accordance with the Owner Occupied Rehabilitation Assistance Straiegr as ogtlinedin the county's 2013-2016 and 2016-2019 sHIp Local Housing Assistance plans, as amended
(incorporated by reference).
A. DESCRIPfiON OF WORK TO BB PER.FORMED
CHS will be responsible for final appmval of income eligibility of all aplicants. CHS is responsiblefor recording liens against the homeonmer priol to the issuance of the NTp and once the
improvemeots are completed. cHs will ensue compliance with respect to all applicable SHIp
regulations and coordinate with a third-party insp€ctor to conduct the initial and final inspections of
the completed rehabiliation. Tho third-party inspector will also evaluate the property and work
write-ups prior to the SUBRECIPIENT issuing the ITB,s or requess for quo!e.-
The SUBRECIPIBNT will carry out the housing rehabilitarion contact management and inspection
of the Owner Occupied Rehabilitation Program. The SUBRECIPIENT shall perfomr technical antl
admidstrative work involving the repair and renovation of residential properties in the pmgram
similar 0o the following steps listed below:
1. Meet with homeowner, conduct testing and provide waluation to determine the needs ofthe home
along with any health safety issues not identified that would impact the county,s abilityto au&orize
the work. once evaluation is complete, the SUBRECIpIENT will create a scope ofwoik for the unit
and an Independent Cost Estimate and submit to CHS for review and approval.
2.The SUBRECIPIENT will issue
-an Invitation to Bid (ITB) or quote utilizing the county,s
Purchasing Policy to potential building contactors for each property. Each ITB oi quote willie
advertised in accordance with the co-uty purchasing policy . suBREcpENT shar be rcspoDsible
for iss L ;ng the ITB or quole, respo,nding to questionq c.nducting tlre walk-tbrough with tre potentia
conhactors( if nec€ssary) and making the reoommei:rdations for awards.
3. The SUBRECIPIENT shall have 120 days from NTp approval by cHS rmtil final inspection
approval, by tlrc third party inspector to complete the rehabilitetion, In the event tiat the
SU.BRECTPIENT fails to complete ttre necessary rehabilitati6l yeifii1 tfue ri''e tame the project
delivery fee associated with the unit shall be forfeited unless CHS allows tine e:rcension.'Lrthe
SHIP- Owner Occupied Rehabilitation
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Packet Pg. 1013 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
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ev€nt of an unforeseen delay a written explanation and approval must be obtained fiom the
SIJBRECIPIENT , for CHS to allolv any time extension to the rehabiliration.
4. In the event a chango order is necessary, the suBR-ECIpIENT is permitted to autho izn, a change
order :F to $500.00 per rehabilitation unit. No change order will be appmved ifthe change order
exceeds the per unit maximum as outlined in the LtIAp. In the went the change order exceeds
$500.00, the SUBRECIPIENT shall seek prior approval fiom cHS staffand/or the county's third
party inspector. The change order apFoval must be in writing and zubmitted at the time of the
payment request. In the event that the approval is not obtained or provided, the SIJBRECIPIENT
will not be reimbursed.
5 .close out dooumentation, any wananties transfened to homeowner, and submission ofall final
pay requests to CHS.
6.As issues arise, the SUBRECIPIENT shall serve as mediator to resolve any contact disputes
between homeo*ner and the contractors, rvhile providing support and guidance to the homeowner
throughout the process.
B. WORK]NGHOURS
Regular service shall be made availablc between the hours of 8:00 AM to 5;00 PlvI, Monday through
Friday' excluding county recognizrd holidays. There may be times when the SUBRECIpIENT rray
have to ecoommodate the homeowner and be available after hours.
C. ESTIMATES:
The SUBRECIPIENT shall solicit estimates/quotes based on the County purchasing policy
referenced herein, on all rehab projects and provide lhose estimates to the county prior !o final
contractor selection.
LEVELS OF ACCOMPUSHMEN'T
1. Successfirl repair and closeout ofan eligible owner-occupied housing unit.2. Quarterly submittal ofProgress R€ports.
E. PROJECTRECORDS
The SUBRECIPIENT will be required to make working papers available, upon request, withors
chargq to any federal, state or Collier County agercy upon request.
Records shall include at a minimum, the following and provide to the County as requested or at
Project Closeout:
SHIP- Owner Occupied Rehabilitation
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Packet Pg. 1014 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
160 11
t.
2.
J.
A
written inspection report on the unit desoribing code violations, or issues deemed a health,
safety and/or welfare issue, or emergency repairs; a work write-up providing deailed
specifications to be used in addressilg the code violations or healtb/safety/ welfrre iszues or,
and general property and enerry efficiency improvements, an in-house cost estimate, copies
ofall bid documents and recieved bids.
Copy of executed contractor purchase order/egreement and homeowner agreement.
Evidence ofcomplete and successfrd repair ofan eligible housing unit.
Proofofan acknowledge agreement between the SLIBRECIpIENT md the homeowner and a
contactual agreement between the SUBRECIpIENT and the contactor (or subcontractoF)
licensed to pull required permits in Collier County. Proof of completion of the repairs
identified in the work write-up, as evidencgd by the following:r Certificate of occupancy or bard cards showing County building official approval
of work requiring County permi!. Inspeotion by the CHS third party inspector as to the completion of work
performed by the contacbr (or subcontactors);. A copy ofthe release ofliens for each contactor;r ,{ copy of the check paid to each contractor (or copies of checks paid to
subconhactors) by the SUBRECIPIENT.o Before and after piotures ofwork completed.. Signature ofhomeowner confirming satisfaction ofwork completed. In case ofa
refusal ofsignature on behalfofthe homeowner, a letter from the SIJBRECIpIENT
is required.o Change orders, ifapplicable and documEntation ofapproval.o Bid documents (solicitation notice, bid tabulation and bid advertisement.)
SHIP- Owner Occupied Rehabilitation
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Packet Pg. 1015 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
I 60I l
EXHIBIT C
BUDGETNARRATIVE
OWI\IER OCCIJPIED REEABILITATION PROGRAM
The totel sHIP allocatioo to SUBRE{IPIEj.IT for the Ovmer-Occupied Rehabilitation program shallnot exceed Six Hundred Thousand and 0O/100 ($699J00.00.
Sources for these fimds are as follows:
r* expenditure deadlinefor l4/ls is Jane 201g, 15/16isJune20Igand16/17isJune2019 and oras extended and approved by Florida Housing Finance Corporation
Funds may be shifted between project delivery inspection for non-eligible and rehab to allow for themaxim'm amount of funds to be expcrded. A housing unit can not be split between Fy fundingallocations.
Uses oJ theseJunds are asfollows:
Funds shall be disbursed in the following manner for the following uses:
l. Maximum rehabilitarion fimding per rmit is in accordance to the LlIAp.
2. A proj€ct delivery fee, tlcomplete progam management aad other project comFliance
activities conducted by statr or mntactod party, ot tb% ofthe rehabilitation cost ir,.rr bepaid for each complet€d rmil Associated work to perform technical and a,t-i"i stadv;;;*
involving the oonstruction and renovation of resiiential properties.
3.An inspection fee of $250.00 will be paid for frose homes that fail to meet therehabilitation standards. This fee is only paii when aproperty fails to meet the criteria and.no other fees will be paid to the SUBRECIpIENT in such circumstances.
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t6I]ll
EXIIIBIT D
REPORTING REQIJIREMENTS
OWNER-OCCTJPIED REHABILITATION PROGRAM
Tvoe of Reoort Period CoveredlSunoortinq Documents
l, Quarterly
Progress Report
2, X'inancial &
Compliance Audit
3. Insurance
By the 154 ofthe
following rnonth.
180 days after end of
fiscal year, until
monitoring end date
Annually within 30 days
of
Monthly or upon rehab
completion whichever
comes fust
Exhibit 6E - Request for Payment
l: i
o Erhibit *F"- Quarterly Progress Report
Other:
o Listing ofany special issues or items ofconoem
to SUBRECIPIENT relating to the Rebabilitation. Copy of Amual Audit
o Exhibit "G'- Annual Audit Monitoring Report
o Liability and Office and Director
SHIP- Owner Occupied Rehabilitation
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Packet Pg. 1017 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
l.
z-
3.
5.
6.
DCIIBIT.6E"
COLLIER COI'NTY COMMT'NITY AND IIT]MAN SERVICES
REQUESTFORPAYMENT
. SECIIONI:REQUESTFORPAYMENT
Sub recipient Name:
Sub recipient Address:
Project Name: SHIP Owner Occupied Rehabilitation
Project No:PaFnent Request #
Total Payment :
Period of Availabilitv:
The Agenry has incuned the indebtedness listed below betvyeen and
SECTION II: STATUS OI'FUNDS
Grant Amount Awarded
Stmr of Past Clairns Paid on this Account
Total Grant Amount Awarded Less Sum Of
Past Claims Paid on this Account
Amount of Previous Unpaid Requests
Amouot of Today's R.equest
Cunent Grant Balance (Initial Grant Amount Awarded Less Srrm of all
rcquests)
$0.00
$0.00
$0.00
$0.00
4.
I certiry that this request for payment has been made in accordance with the terms and conditions of'the Agreement between the coUNTy and us as the sUBRECIpIENT. To the best of myknowledge and beliefi, all grant requirements have been followed.
Signature
Authorizing Grant Coordinator
Authori.ing Grant
Accountant
Supewisor Deparhnent Director(approval required $15,000 and above)(approval required $15,000 and above)
Page 25 of29
SHIP- Owner Occupied Rehabilitation
..I
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Packet Pg. 1018 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
I 6011EXIIIBIT .,F"
conptetefornforpastnonthandsub^tQ;"X*#;:X;l,X!f#",**r,therohof thefouowing
month.
Status Repod for the Quarter Ending: Submittal Date:
Project Name: Owner-Occuoied RehabiUtation
SUBRECIPIENT:
Contact P€rson :
Telephone: Fax: E-mail:
hoject Number: SEIP FY 14-15.15-16 or
SHIP 16-17
Number ofunits under rehab this
Number of units complet€d to date
Amount offirnds expended to date
N€w Contracb executed this
What eventVactions are scheduled for the next month?
SHIP- Owner Occupied Rehabi litation
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Packet Pg. 1019 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
['xlfrR11 .36rr
160
ANNUAL AUDIT MOMTORING REPORT
sHIp- owner occupied Rehabilitation
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Packet Pg. 1020 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
I 60 11
EXIIBIT "II"
COLLIERCOI,JNTY
CONSTRUCTION REHAB PROGRAM MANUAL OFPRACTICE
SELECTTVE REHAB PROCEDURES as may be amended from time to time.
SHIP- Owner Occupied Rehabilitation
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Packet Pg. 1021 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
1601r
E) IIBIT ..I"
ORDINANCE
"COLLIER COUNTY OWNER.OCCUPIED REHABILITATION PROGRAM'
SHIP- Owner Occupied Rehabilitation
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Packet Pg. 1022 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
l60tt
i
MEMORANDI]M
Date: June 280 2017
To: Kristi Sonntag, Grants Manager
Community & Human Services
Xlrom: Teresa Cannon, Depufy Clerk
Minutes and Records Department
Re: SHIP OOR Agreements w/Eabitst for Ilumanity and Rural
Neighborhoods, Inc.
Attached for your records are two (2) originats ofeach document referenced above
(tem #16Dll) approved by the Board ofCounty Commissioners on Tuesday, June
27.2017.
An original of eaoh has been kept by the Minutes and Records Departrnent in the
Board's Offrcial Records.
Ifyou have any questions, please contact me at 252-8411.
Thank you
16.D.5.i
Packet Pg. 1023 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)
ORIGINALDOC{JMENTSCHECKLIST&ROUTINGSLIP,t n r, -
TO ACCOMPA}TY ALL ORIGINAL DOCI]MENTS SENT TO T O U I
THE BOARD OF'COI]NTY COMMIS$O}TERS OFI'ICE I'OR SIGNATIJRE
Pritrt otr pinL prplr- Attrch to original documcnt. Thr comFl.t€d rooling llio and originrl documanh rr€ to be foywardcd lo tha Courty Attorn.y Olllca
.t tha linc fie licm Ir plac.al o|r thc agctrda, All aomplct.d routi[B slips rnd originel docume[t! trust be raceired in lh€ CouDtt Aatolncy Omca to lrter
thrtr MoEdry pFc.ding lhc Boqrd [|rctint **hIEW** ROUTING SLIP
Complct! routiog lincs #1 throu8h #2 n! epropriatc lor additiodql signdur$, dates, srd/or infsnstioD nr€dcd. Ifthe doc1rrlcot is alresdy complcte with lbc
cxcrDtioD ofrh! ChiitEo's sistlahlrE. dmw a lina tfuoosh lou|jls lin6 lll lhroueh #2. oorDDloto th€ checklisl ard forwsrd to thc County Attomcy O!6ce.rh! ClritEa s dmw a lin6 #l
Route to Addressee(t) [isr in rourine order)Offrce Initials Date
1. Jennifer A. Belpedio, ACA County Attorney Of8ce >a'0 C l>t2. BCCOffice Board of County
Commissioners
?r bq
JL+EJ u-:J-747.
3. Minutes and Records Clerk of Court's Office tla+fi?t I : SFqr^
PRIMARY CONTACT INX'ORMATION
Nordaly lhe prilrrry cstact is tbe p€rso! who q€ated/prcp&Ed the Bxccutive SDffinry, Itimdrt contact irfoEiatio8 is neEded in thc cvEnt onc of tllc
SHIP OOR Agreenents wirh gabitat for
PO nunber or accormt
numbeJ if docDment is
to be recsded JIA
INSTRUCTIONS & CHECKLIST
lritial the Yes colum.n or nark 'N/A" in tho Not Applicable cofumr, whichever is
apropnare.
Yes
0nitial)
N/A (Not
ADDlicable)
1.Docs thc documeot re{uire the chainnan's original signature?(S{,A *\ e o y )F Nlli
2.DoEs th€ dooum€nt need to be sent to another agency for additibrn[glg4g!6!-trffes,
provide the Contact Information CName; Age,ncy: Addess: Phone) on an attached sbeet
NA
Orieiul dosumeot has boen signed/initialed for legat suffciency. (All documerrts to be
sigued by the Chairna4 with the exception ofmost letters, must be reviewed and signed
by the Office of the County Attorney.
KS
Al1 hads'dtten sEike-tbmugb aod rwisions have been initialed by the County Atomey's
Office and all ofter parties except the BCC ChairDraD and ihe Clerk to the Bord
xs Nl++
5.Th€ Chairman's signatue line date has beetr €ntered as the date ofBCC approval ofrle
4oerlomt or the final negotiat€d cotrtact date whichever is applicable.
KS
6."Sign h€re" tabs are placed m the appropide pages indicating wh€r€ the Chairman's
si$stue and initials are required,
KS
7.In most cases (soms conlracts are an exception), the original document and this routing slip
should bo Fovided 10 the County Attomey OfEce at the time the item is input into SIRE.
Some ilocuments are tine sensitive and require forwarding to Tallahassee \a'ithin a ceftain
time franre or the BCC's actions are nullified. Be aware ofvour deaitlines!
NA
E.The docume was approved by the BCC on 6f2712017 rnd all changes made
iluring the meeting have be€tr incorponted ln the attach€d document llre County
Attoney's Qffct has reviewed the changes, if aDDUcBble.
KS F
9.bitials of attomey vcri&ing tbat the attached document is the version appoved by the
BCC, all changes directed by the BCC have been made, and the document is ready for the
Chairman's sigaature.@ F-
I: Forms/ County Formv BCC Foms/ Otiginal Dooumc s Routing Slip WWS Origirai 9.03.04, Revised L26.05,Revised 2.24,05; Revised I l/30/12
16.D.5.i
Packet Pg. 1024 Attachment: Rural Neighborhood Contract (6931 : SHIPDemo/Replace adn OOR Increse 1016-2019 LHAP)