Backup Documents 06/11/2024 Item #16D 5 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP i 60 5
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 6.11.24 BCC MT(
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office
at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later
than Monday preceding the Board meeting.
**NEW** ROUTING SLIP
Complete routing lines#1 through#2 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#2,complete the checklist,and forward to the County Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Adrienne Meijer Community and Human AM 5.09.2024
Services
2. County Attorney Office— County Attorney Office 0 o
3. BCC Office Board of County CH r
Commissioners I // 07A�
4. Minutes and Records Clerk of Court's Office
cY4-1- 410 +et%
PRIMARY CONTACT INFORMATION
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,may need to contact staff for additional or missing information.
Name of Primary Staff Adrienne Meijer Phone Number 239-252-5229
Contact/ Department
Agenda Date Item was ///l/ Agenda Item Number
Approved by the BCC b /ay
Type of Document 3 ORIGINAL AMENDMENTS FOR HABITAT Number of Original 3 ORIGINAL
Attached WHIPPOORWILL -y Ar,04,41,-f Documents Attached DOCUMENTS
PO number or account
number if document is
to be recorded
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not
appropriate. (Initial) Applicable)
1. Does the document require the chairman's original signature STAMP OK 1
2. Does the document need to be sent to another agency for additional signatures? If yes, /A
provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet.
3. Original document has been signed/initialed for legal sufficiency. (All documents to be AM
signed by the Chairman,with the exception of most letters,must be reviewed and signed
by the Office of the County Attorney.
4. 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
5. The Chairman's signature line date has been entered as the date of BCC approval of the &P/ D
document or the final negotiated contract date whichever is applicable.
6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's AM
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip N/A
should be provided to the County Attorney Office at the time the item is input into SIRE.
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!
8. The document was approved by the BCC on above date and all changes made during N/A is not
the meeting have been incorporated in the attached document. The County (n0,( an option for
Attorney's Office has reviewed the changes,if applicable. WW this line.
9. Initials of attorney verifying that the attached document is the version approved by the N/A is not
BCC,all changes directed by the BCC have been made,and the document is ready for the d O 1 an option for
Chairman's signature. this line.
1. 605
FAIN# M 16-UC 12-0217
M 18-UC 12-0217
M 19-UC 12-0217
Federal Award Date September 12, 2019
Federal Award HUD
Agency
CFDA Name Home Investment
Partnerships (HOME)
CFDA/CSFA# 14.218
Total Amount of $886,345
Federal Funds
Awarded
Subrecipient Name Habitat for Humanity
of Collier County, Inc.
UEI MLUZYT83P4Z9
FEIN 59-1834379
R&D No
Indirect Cost Rate No
Period of March 23, 2021 -
Performance January 1, 2025
Fiscal Year End 6/30
Monitor End: June 30, 2035
FOURTH AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY
AND
HABITAT FOR HUMANITY OF COLLIER COUNTY,INC.
Infrastructure This Amendment is made and entered into as of this I I I day of -Sung 2024,
by and between Collier County, a political subdivision of the State of Florida (COUNTY) and
Habitat for Humanity of Collier County,Inc., (SUBRECIPIENT)a non-profit corporation existing
under the laws of the State of Florida, having its principal office at 1145 11145 Tamiami Trail E.,
Naples, FL 34113.
WHEREAS, the COUNTY is the recipient of HOME Investment Partnerships (HOME)
Program funds from the United States Depai intent of Housing and Urban Development(HUD) as
provided by the Cranston-Gonzalez National Affordable Housing Act, as amended; and
WHEREAS, the Collier County Board of County Commissioners (Board) approved the
Collier County Consolidated Plan One-Year Action Plan for Federal Fiscal Year 2019-2020, for
the HOME Program on June 25, 2019, Agenda Item 16.D.2 and a Substantial Amendment on
January 28, 2020, Agenda Item 16.D.1.; and
WHEREAS, HUD has approved the COUNTY's Consolidated Plan One-Year Action
Plan for Federal Fiscal Year 2019-2020 and the Substantial Amendment for Federal Fiscal Year
2019-2020 for the HOME Program and the use of the HOME funds for the activities identified in
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the Plan; and
WHEREAS, the COUNTY and the SUBRECIPIENT have provided the activities
specified in this Agreement, in accordance with the approved One-Year Action Plan; and
WHEREAS, the COUNTY has engaged the SUBRECIPIENT to implement such
undertakings of the HOME Program as a valid and worthwhile COUNTY purpose.
WHEREAS, on April 13, 2021, Agenda Item #16.D.1., the COUNTY entered into an
Agreement using HOME Investment Partnerships (HOME) Program funds for a new
construction/infrastructure project to provide new multi family homes for 52 families
whose income is at or below 80%AMI.
WHEREAS, on March 22, 2-022, the Board of County Commissioners approved
Amendment#1, Agenda Item#16.D.6. to clarify the award amount and match requirement.
WHEREAS, on November 8, 2022, the Board of County Commissioners approved
Amendment #2, Agenda Item #16.D.6. to update the period of performance and programmatic
reporting dates and contact information for the subrecipient and county.
WHEREAS, on May 23, 2023, the Board of County Commissioners approved
Amendment#3, Agenda Item #16.D.2. to revise the number of HOME-assisted units and extend
the period of performance.
WHEREAS,the Parties desire to further amend the Agreement to revise the address of the
principal office of the subrecipient,to clarify the language regarding the scope of work in reference
to the number of HOME-assisted units to be provided for, specifically referred to as the 10 (ten)
HOME-assisted units,to update county contact information,to clarify the affordability period,and
to strikeout rental rehabilitation information not pertinent to this agreement.
NOW, THEREFORE, in consideration of foregoing Recitals, and other good and
valuable consideration,the receipt and sufficiency of which is hereby mutually acknowledged,the
Parties agree to amend the Agreement as follows:
Words dough are deleted; Words Underlined are added.
PART 1
SCOPE OF WORK
* * * * *
Project Component One: Infrastructure associated with the construction of 10 HOME assisted
homes which may include permit fees, water, sewer, lighting, curbing, roadways, sidewalks,
electric and any other construction related activities, based on funding availability.
* * * * *
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1.1 GRANT AND SPECIAL CONDITIONS
F. The HOME program requires housing units to be provided in order to meet the program
objectives. The Subfeeipietit SUBRECIPIENT shall construct 52 units with 10 (ten)
HOME assisted units for income-eligible households. The 10 (ten) HOME-assisted
units shall be made available for occupancy no later than January 1, 2025. Should the
SUBRECIPIENT not perform, or only partial completion of the work has occurred at
the end of the performance period,the COUNTY may require repayment of a specified
amount of HOME funds.
1.2 PROJECT DETAILS
A. Project Description/Project Budget
FY 2019-2020 Action Plan and Substantial Amendment to the FY 2019-2020 Action
Plan identified and approved the Project to perform the tasks necessary to conduct the
program as follows:
Activity HOME Budget Match Liability
Amount
Project Component One: Infrastructure associated $886,345.00 $221,586.00
with the construction of 52 omes with 10 (ten)
HOME-assisted units!to include but not limited to
water, sewer, lighting, curbing, roadways,
sidewalks, electric and any other construction
related activities.
Match: Minimum Required
match 25% of total
HOME funds
expended
Grand Total: $886,345.00 $221,586.00
* * * * *
C. Project Outcome
The HOME new construction, infrastructure, project will provide 52 new multi unit
single-family-bemes-ef-whieh 10 (ten) HOME-assisted units will-be
i4 for families whose income is less than 80% AMI. The SUBRECIPIENT shall
ensure the units are occupied by qualified tenants, pursuant to paragraph 1.2.B above.
* * * * *
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E. Payment Deliverables
The Following Table Details the Payment Deliverables
Payment Deliverable Payment Supporting Submission Schedule
Documentation
Project Component One: Infrastructure Submission of Exhibit B Submission of monthly
associated with the construction of 3-2 supporting documents invoices each month by
10 (ten) must be provided as the 20th of the month
HOME-assisted units. homes will be backup as evidenced by following the month of
HOME The approved costs may contractor schedule of service.
include permit fees, water, sewer, values/invoices or
lighting, curbing, roadways, sidewalks, equivalent, proof of
electric and any other construction permit(if applicable),
related activities. progress photos, affidavit
of partial completion or
completion, canceled
checks, banking
documents, and any
additional documents as
requested.
The County will pay up
to 90% of the total grant
award or project costs,
whichever is lower, upon
proof of proper payment.
The remaining 10% of
the award, or projects
costs, will be released
upon final monitoring
clearance and the sale of
10 (ten) HOME-assisted
units
For clarity, the County
will not withhold 10% on
each payment, rather, the
last 10%will only be
paid as previously
specified.
Match Submission of Exhibit B- All match shall be
1 and supporting submitted prior to the
documents may also release of retainage.
include cash or in-kind Should match not meet
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documentation; to include 25% of the total
canceled checks, banking expended amount, the
statements, invoices; final match balance shall
additional documentation be withheld from the
may be requested retainage to meet the
25%match obligation.
1.3 PERIOD OF PERFORMANCE
SUBRECIPIENT's services shall begin on March 23, 2021 and end January 1, 2025.
Construction activities shall be completed by January 1, 2025 and the affordability period
shall cease in 2035 will be for a maximum of 15 years depending on the amount assisted
per unit. The term of this Agreement and the provisions herein may be extended by
amendment to cover any additional time period during which the SUBRECIPIENT remains
in control of HOME funds or other HOME assets, including program income.
* * * * *
1.6 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: Adrienne Meijer, Grants
Coordinator
Collier County Government
Community & Human Services Division
3339 E Tamiami Trail, Suite 244-213
Naples, Florida 34112
Email:
Adrienne.Meijer@colliercountyfl.gov
Phone 239 150 5186 239-252-5229
SUBRECIPIENT ATTENTION: Lisa Lefkow, CEO
Habitat for Humanity of Collier County
11145 Tamiami Trail East
Naples, FL 34113
Email: llefkow(aiihabitatcollier.org
Phone: 239-775-0036
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PART V
HOME Requirements
5.3 Maximum Per-Unit Subsidy Requirements
Due to the discontinuation of the Section 221(d)(3)mortgage insurance program, alternate
maximum per-unit subsidy limits must be used for the HOME Program. HUD is required
to undertake rulemaking to establish new maximum per-unit subsidy limits for the HOME
Program. Until a new rule can be published, HUD published a Notice establishing an
interim policy that Field Office staff and participating jurisdictions (PJs) must follow. It
directs PJs to use the Section 234-Condominium Housing basic mortgage limits, for
elevator-type projects for determining the maximum amount of HOME funds a PJ may
invest on a per-unit basis in HOME-assisted housing project. This interim policy remains
in effect until the effective date of the new final rule provisions, amending the existing
provisions of 24 CFR 92.250(a).HOME per-unit subsidy limit at 240 percent of the Section
234 basic mortgage limit. Annual Section 234-Condominium Housing basic mortgage
limits, for elevator-type projects can be found at:
https://www.hudexchange.info/resource/2315/home-per-unit-subsidy
The maximum subsidy for 234-Condominium Housing Units is as follows:
Bedrooms Non-Elevator Elevator
0 $59,338 $62,445
1 $68,418 $71,584
2 $82,514 $87,047
3 $105,621 $112,611
4+ $117,666 $123,611
Per the HOMEfires—Vol. 12 No.1,Revised July,2017,the Field Office can determine the
HOME maximum per-unit subsidy limits for their HOME participating jurisdictions. The
Miami Field Office has determined the HOME maximum per-unit subsidies for Collier
County for FY2022 and are still in effect until the FY2023 maximum mortgage limits are
posted.
^ tal rehab lit..tion ho eet t The Affordability Period during which
SUBRECIPIENT must maintain compliance with all applicable HOME rules shall be a
maximum of 15 years, depending on the amount assisted per unit. The Affordability Period
will not commence until the Project has met the requirements for Project Completion
outlined in 24 CFR 92.2, which requires constructions to be complete, all HOME funds
disbursed by the COUNTY and drawn from the US Treasury,and required completion data
entered into HUD's IDIS Federal Reporting System. The COUNTY will notify the
SUBRECIPIENT of the actual date of completion and exact expiration date of the
affordability period, which shall be calculated based on the date of completion. The
COUNTY will record a covenant running with the land, in form satisfactory to the
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COUNTY that provides a means for enforcement of the affordability restrictions at 24 CFR
02.252. The covenant will be recorded senior to all other financing liens, including the
first-position mortgage referenced above, and will be enforceable against all successors in
interest to Collier County. If necessary, the COUNTY may execute an amendment to the
covenant running with the land that extends the affordability restrictions of 24 CFR 92.252
to the exact expiration date of the affordability period.Failure to meet all applicable HOME
requirements for the entire Affordability Period will require SUBRECIPIENT to repay all
HOME funds to the COUNTY.
[Signature Page to Follow]
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IN WITNESS WHEREOF, the SUBRECIPIENT and the COUNTY, have each
respectively, by authorized person or agent, hereunder set their hands and seals on the date first
written above.
ATTEST: AS TO THE COUNTY:
CRYSTAL K. KINZEL, CLERK BOARD OF COUNTY COMMISSIONERS OF
COLLIER C TY, FLORIDA
VD4,-1.:(..kx-')-1-- 4A-k-k--d---ck 1‘'W,
Attest as`tq CMPFa 's Clerk
signature only By:
C S HALL, CHAIRMAN
-dated: ( Z b)"1-1
S L 0 I (( LI
..� ( ) Date: I
WITNEtSSE AS TO SUBRECIPIENT:
G HABITAT FOR HUMANITY OF COLLIER
Q. ss#1 Signature COUNT , C.
Norma Laliberte By. ;
Witness#1 Printed Name ISA LEFKOW, I IEF EXECUTIVE
OFFICER
Witness#2 S; nature Date: ✓/ /c?a7qi
Witness#2 Printed Name
App ov d as to form an legality:
IA) /..-----
tib`
Derek D. Perry \�O
Assistant County Attorney (00
Date: CC Ill 21
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