Agenda 03/26/2024 Item #16D 5 (HUD Federal Financial Report SF-425)03/26/2024
EXECUTIVE SUMMARY
Recommendation to approve and authorize the Chairman to sign the HUD Federal Financial Report SF -425
for the close out of the HOME grant for Fiscal Years 2011, 2012, 2013, 2014, 2015, and 2017.
OBJECTIVE: Maintain compliance with the federal grant close-out requirements.
CONSIDERATIONS: Collier County is the recipient of HOME Investment Partnership Program (HOME) funds
from the United States Department of Housing and Urban Development (HUD) as provided by the Cranston -
Gonzalez National Affordable Housing Act. HOME funds may be used to provide incentives to develop and
support affordable rental housing and homeownership affordability through the acquisition, new construction,
reconstruction, or moderate or substantial rehabilitation of a ffordable housing. These activities may include real
property acquisition, site improvement, conversion, demolition, and other expenses, including financing costs,
relocation expenses of any displaced persons, families, businesses, or organizations, to pro vide for the payment of
reasonable administrative and planning costs, to provide for the payment of operating expenses of community
housing development organizations, and to provide tenant-based rental assistance. Due to the nature of HOME
projects, it often takes many years to complete projects and fully expend all funds. As such, each year the County is
required to submit an Annual Action Plan to HUD outlining the planned eligible uses for the HOME funds.
The table below provides the grant award information, including action plan approval, award number, and award
date.
Program
Year
Award Number Award Date Annual Action Plan
Approval Date
Board Agenda
Item
2011 M-11-UC-12-0217 10/12/2011 7/26/2011 10H
2012 M-12-UC-12-0217 9/28/2012 7/24/2012 11E
2013 M-13-UC-12-0217 10/23/2013 8/13/2013 16D14
2014 M-14-UC-12-0217 9/24/2014 6/24/2014 16D8
2015* M-15-UC-12-0217 11/4/2015 8/11/2015 16D13
2017 M-17-UC-12-0217 10/19/2017 6/27/2017 16D14
*2016 remains open and projects are still underway
On January 24, 2024, HUD published guidance requiring all jurisdictions to complete the required closeout forms
for all grants from 2011 forward in accordance with the Grants Oversight and New Efficiency Act (GONE). This
act holds Federal agencies accountable for closing out expired grants.
The SF-425 form also referred to as the Federal Financial Report (FFR) is a required Office of Management and
Budget (OMB) financial reporting form to track the status of financial data tied to a particular Federal grant award.
To maintain compliance with the HUD Program Award grant requirements, Collier County must submit a final SF-
425 to close out the HOME grant for each fiscal year. This requirement remains in 2 CFR 200.344 and OMB
standard data elements included in OMB Form 4040-0014.
The reporting period for the final financial report ends on the last day of the performance period, when the funds
are completely expended, or when the award is terminated, whichever is first. The final SF -425 must cover all
expenditures on the cooperative agreement. The recently published guidance requires the final financial report for
the award to be submitted to HUD after the completion of the agreement no later than one hundred and twenty
(120) days after the end of the period of performance. The County has closed out the PY2011-2015 and 2017 and as
such is required to submit the required form. Per HUD regulation, the SF-425 is required to be signed by the same
position that signs the Grant Agreement and SF-424 form.
FISCAL IMPACT: The proposed action has no Fiscal impact. The HOME projects to be closed are as follows:
16.D.5
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03/26/2024
Program Year Fund Project #
2011 Collier County Housing Grant (1835) 33177
2012 Collier County Housing Grant (1835) 33237
2013 Collier County Housing Grant (1835) 33290
2014 Collier County Housing Grant (1835) 33365
2015 Collier County Housing Grant (1835) 33435
2017 Collier County Housing Grant (1835) 33535
LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires a majority vote
for Board approval. -DDP
GROWTH MANAGEMENT IMPACT: This item has no impact on the Housing Element of the Growth
Management Plan of Collier County.
RECOMMENDATION: To approve and authorize the Chairman to sign the HUD Federal Financial Report SF-
425 for the close out of the HOME grant for the fiscal years 2011, 2012, 2013, 2014, 2015, and 2017.
Prepared By: Mark Kadlec, Accountant 1, Community & Human Services Division
ATTACHMENT(S)
1. SF 425 Federal Financial Form -approved (PDF)
16.D.5
Packet Pg. 1189
03/26/2024
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.5
Doc ID: 28154
Item Summary: Recommendation to approve and authorize the Chairman to sign the HUD Federal Financial
Report SF-425 for the close out of the HOME grant for Fiscal Years 2011, 2012, 2013, 2014, 2015, and 2017.
Meeting Date: 03/26/2024
Prepared by:
Title: – Community & Human Services
Name: Mark Kadlec
02/23/2024 4:12 PM
Submitted by:
Title: Department Head – Public Services Department
Name: Tanya Williams
02/23/2024 4:12 PM
Approved By:
Review:
Community & Human Services Kim Frazier PSD Reviewer Completed 02/25/2024 10:07 PM
Community & Human Services Kristi Sonntag PSD Reviewer Completed 02/27/2024 10:43 AM
Operations & Veteran Services Jeff Weir OVS Director Review Completed 02/27/2024 3:14 PM
Public Services Department Todd Henry Level 1 Department Review Completed 02/28/2024 11:46 AM
Grants Erica Robinson Level 2 Grants Review Completed 02/29/2024 1:18 PM
Public Services Department Tanya Williams PSD Department Head Review Completed 03/11/2024 8:28 AM
County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 03/14/2024 10:51 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/14/2024 10:51 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 03/14/2024 11:12 AM
Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 03/14/2024 12:18 PM
Grants Therese Stanley OMB Reviewer Completed 03/15/2024 3:11 PM
County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 03/18/2024 8:32 AM
Board of County Commissioners Geoffrey Willig Meeting Pending 03/26/2024 9:00 AM
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Packet Pg. 1190
Attest:
CRYSTAL K. KINZEL, CLERK
By: _________________________
Deputy Clerk
Approved as to form and legality:
______________________________
Derek D. Perry
Assistant County Attorney
CAO2/23/2024chris.hall@colliercountyfl.gov
(239) 252-8602
16.D.5.a
Packet Pg. 1191 Attachment: SF 425 Federal Financial Form -approved (28154 : HOME Grant Close-Out Form SF-425)
Attest:
CRYSTAL K. KINZEL, CLERK
By: _________________________
Deputy Clerk
Approved as to form and legality:
______________________________
Derek D. Perry
Assistant County Attorney
CAO2/23/2024chris.hall@colliercountyfl.gov
(239) 252-8602
16.D.5.a
Packet Pg. 1192 Attachment: SF 425 Federal Financial Form -approved (28154 : HOME Grant Close-Out Form SF-425)
Attest:
CRYSTAL K. KINZEL, CLERK
By: _________________________
Deputy Clerk
Approved as to form and legality:
______________________________
Derek D. Perry
Assistant County Attorney
CAO2/23/2024chris.hall@colliercountyfl.gov
(239) 252-8602
16.D.5.a
Packet Pg. 1193 Attachment: SF 425 Federal Financial Form -approved (28154 : HOME Grant Close-Out Form SF-425)
Attest:
CRYSTAL K. KINZEL, CLERK
By: _________________________
Deputy Clerk
Approved as to form and legality:
______________________________
Derek D. Perry
Assistant County Attorney
CAO2/23/2024chris.hall@colliercountyfl.gov
(239) 252-8602
16.D.5.a
Packet Pg. 1194 Attachment: SF 425 Federal Financial Form -approved (28154 : HOME Grant Close-Out Form SF-425)
Attest:
CRYSTAL K. KINZEL, CLERK
By: _________________________
Deputy Clerk
Approved as to form and legality:
______________________________
Derek D. Perry
Assistant County Attorney
CAO2/23/2024chris.hall@colliercountyfl.gov
(239) 252-8602
16.D.5.a
Packet Pg. 1195 Attachment: SF 425 Federal Financial Form -approved (28154 : HOME Grant Close-Out Form SF-425)
Attest:
CRYSTAL K. KINZEL, CLERK
By: _________________________
Deputy Clerk
Approved as to form and legality:
______________________________
Derek D. Perry
Assistant County Attorney
CAO2/23/2024chris.hall@colliercountyfl.gov
(239) 252-8602
16.D.5.a
Packet Pg. 1196 Attachment: SF 425 Federal Financial Form -approved (28154 : HOME Grant Close-Out Form SF-425)