Agenda 02/11/2025 Item #16D 5 (Services for Seniors after-the-fact Standard Contract w/Area Agency on Aging for Southwest Florida, Inc.)2/11/2025
Item # 16.D.5
ID# 2025-338
Executive Summary
Recommendation to approve Services for Seniors, after-the-fact Standard Contract and with the Area Agency on Aging
for Southwest Florida, Inc., in the amount of $1,604,272.20 and authorize the associated Budget Amendments, for FY25
Older American Act Title III in the amount increase of $196,280.71. (Human Service Grant Fund 1837)
OBJECTIVE: To ensure continuous support for elderly clients through the Collier County Services for Seniors Program
(CCSS) and enhance the Quality of Place focus area by improving access to health, wellness, and human services.
CONSIDERATIONS: The Older American Act (OAA) Programs are federal program initiatives that provide assistance
to older persons and caregivers and are the only federally funded support service programs directed solely toward
improving the lives of older people. These funds are received by Collier County through the Area Agency on Aging for
Southwest Florida, Inc. (Agency) and require matching funds. Each year, the Agency combines the OAA award with the
Nutrition Services Incentive Program (NSIP) award. Collier County Community & Human Services Division (CHS),
Services for Seniors Program (CCSS), administers these funds which have been providing support services to Collier
County’s frail and elderly citizens for over forty (40) years.
The total grant award of $1,604,272.20 will be used to fund the program beginning January 1, 2025, and ending
December 31, 2025. The estimated award and projected budget in the amount of $1,429,000, were approved by the Board
of County Commissioners (Board) on November 12, 2024, Agenda Item #16D7. Table #1 below shows the estimated
award, Table #2 shows the actual award, and the revision required from the projected budget are shown in Table #3 and
with associated Budget Amendments. This is the first year with no ARPA funds and with the reduction in III-B this will
require services to be reduced to those senior clients currently receiving services.
Matching funds are available in the Human Services Grant Fund (1837) Reserves via carry forward.
Table #1 Program Component Project
Number
Estimated Award Estimated Match
Requirement
Estimated Local
Cash Match
Estimated
Vendor Match
Title III-B Services 33928 $300,000 $33,333.33 $26,709.46 $6,623.87
Title C1 Congregate Meals 33929 $650,000 $72,222.22 $46,977.28 $25,244.94
Title C2 Home Delivered Meals 33930 $300,000 $33,333.33 $22,173.55 $11,159.78
Title III-E Services 33931 $127,000 $14,111.11 $7,323.71 $6,787.40
NSIP 33932 $52,000 N/A N/A N/A
Total $1,429,000 $152,999.99 $103,184 $49,815.99
Table #2 Program Component Project
Number
Actual Award Final Match
Requirement
Local Cash
Match
Vendor Match
Title III-B Services 33928 $218,807.01 $24,311.89 $17,688.02 $6,623.87
Title C1 Congregate Meals 33929 $788,304.91 $87,589.43 $62,344.49 $25,244.94
Title C2 Home Delivered Meals 33930 $394,175.04 $43,797.23 $32,637.45 $11,159.78
Title III-E Services 33931 $164,789.54 $18,309.95 $11,522.55 $6,787.40
NSIP 33932 $38,195.70 N/A N/A N/A
Total $1,604,272.20 $174,008.50 $124,192.51 $49,815.99
Table #3 Program Component Project
Number
Award Variance Match**
Variance
Local Match
Variance
Vendor
Variance
Title III-B Services 33928 ($81,192.99) ($9,021.44) ($9,021.44) $0.00
Title C1 Congregate Meals 33929 $138,304.91 $15,367.21 $15,367.21 $0.00
Title C2 Home Delivered Meals 33930 $94,175.04 $10,463.90 $10,463.90 $0.00
Title III-E Services 33931 $37,789.54 $4,198.84 $4,198.84 $0.00
NSIP 33932 ($13,804.30) N/A N/A N/A
Total $175,272.20 $21,008.51 $21,008.51 $0.00
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2/11/2025
Item # 16.D.5
ID# 2025-338
*Match amount equals the award divided by .9, then multiplied by ten percent (10%), per Federal and State calculation
requirements
This contract is being presented as “After-the-Fact” because CCSS received the contract on January 2, 2025, from the
Agency with a request for a 30-day turnaround. The Agency routinely sends CCSS new contracts a few weeks before the
effective date or after. The effective date of the contract was January 1, 2025. This time frame makes it impossible to
process the document for immediate Board consideration. It was necessary to execute the contract prior to the regularly
scheduled Board meeting to maintain grant compliance and continue to provide much-needed services to the County’s
frail elderly. Consequently, pursuant to CMA #5330 the County Manager is authorized to sign the contract documents.
The contract is being presented for Board ratification.
FISCAL IMPACT: The estimated Budgets were based on the 2024 funding levels and were approved on November 12,
2024 (Agenda Item #16D7), recognizing the anticipated awards in Fund (1837), Human Services Grant.
The attached Budget Amendments recognize the increase in funding in the amount of $175,272.20. The cash match will
be increased by $21,008.51 and is available in Human Services Grant Fund (1837) Reserves via carry forward. The NSIP
program does not require a match.
The total OAA grant award is $1,604,272.20 and the cash match requirement of $174,008.50 will reside in Fund (1837),
Projects 33928, 33929, 33930, 33931, and 33932.
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact associated with this
recommendation.
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and
legality and requires majority vote for approval. -JAK
RECOMMENDATIONS: To approve Services for Seniors, after-the-fact Standard Contract and with the Area Agency
on Aging for Southwest Florida, Inc., in the amount of $1,604,272.20 and authorize the associated Budget Amendments,
for FY25 Older American Act Title III in the amount increase of $196,280.71. (Human Service Grant Fund 1837)
PREPARED BY: Prepared By: Joshua Thomas, Grant Coordinator, Community and Human Services Division
ATTACHMENTS:
1. HA025 Collier 203. Fully Executed
2. OAA HA025 203 3B Budget Amendment
3. OAA HA025 203 3E Budget Amendment
4. OAA HA025 203 C1 Budget Amendment
5. OAA HA025 203 C2 Budget Amendment
6. OAA HA025 203 NSIP Budget Amendment
7. OAA HA025 203 Manual Budget Amendment
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(January 2025 - December 2025)HA025 203
56. Official Pavee and Re Dresentatiyes (Names, Addresscs. and T eleDhonc Nu mbers ):
57. AII Terms and Co nd itions I ncluded:
This contract and its Attachments I - XVII. including any exhibits referenced in said attachments, together with any
documents incorporated by reference. contain all the terms and conditions agreed upon by lhe Parties. There are no
provisions, terms, conditions, or obligations other than those contained herein, and this contract shall supersede all
previous communications, representations, or agreements. either written or verbal. between the Parties.
By signing this contract, the Parties agree that they have read and agree to the entire contract.
IN WITNESS WHEREOF, the Parties hereto have caused this one-hundred and three ( 103) page contract to be executed
by their undersigned officials as duly authorized.
CONTRACTOR:
COLLIER COUNTY BOARD OF COUNTY
CONIMISS NEITS
mf.qpdlg$litycal Year Encling Date:09/10
97'790
AREA AGENCY ON AGING FOR SOUTHWEST
FLORIDA, INC
a
The Contractor name, as shown on page I of this
contract. and mailing address ofthe official payee to
whom the payment shall be made is:
Collier County Board of County Commissioners
3339 E Tamiami Trail, Building Il
Naples, FL 341 12
b
The name ofthe contact person and street address
where financial and administrative records are
maintained is:
Kristi Sonntag, Director
Collier County Board of Counly Commissioners
Communitl and Human Services
3339 E Tamiarni Trail, Building H
Naples. [L 341 l2
c.
The name, address, and telephone number of thq
representative of the Conlractor responsible for
administration ofthe program under this contract is:
Kristi Sonntag, Director
Collier County Board of County Commissioners
Communitv and Human Services
3139 E Tamiami Trail, Building H
Naples, FL 341 l2
(l
The section and location within the AAASWFL where
Requests for Paymenl and Receipt and Expenditure
forms are to be mailed is:
Area Agency on Aging for Southwest Florida. Inc
2830 Winkler Ave.. Suite I l2
Fort Myers. FL 33916
C.
The name(s), address, and telephone number ofthe
Contract Manager(s) for this contract are:
Clara Balthazar and Sarah Gualco
Area Agency on Aging for Southwest Florida, lnc
2830 Winkler Ave., Suite ll2
Fon Myers, FL 33916
(239) 652-6934 and (239) 652-6926
Upon change ofrepresentatives (names, addresses, telephone numbers) by either party, notice shall be provided in writing
to the other party.
SIGNED:sTGNED: | /rrr-rr{ ?mttal" -
NAME:NA ME:Pmn u?i{4y-rsr.n
TITLE:TITLE:(o**4 Ao+aqr(
I)ATE I ldlLoL{d
Je . Klatzkow, county Attomcy
(ced
DATE:
Page l6 of B
Maricela Morado
President/CEO
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(January 2025 - December 2025)t-1A025 203.
Additionally, I certify this organization does
-
does not
-
provide for institutional memberships
Contractor's signature below attests thal records pertaining to the dues or membership application by the AAASWFL are
available for inspection if applicable, as stated above.
By execution of this contract, Contraclor must include these provisions (A-J) in all related subcontract agreements (if
applicable).
By signing below, Contractor certifies that the representations outlined in parts A through J above are true and correct
6rht llanaqtr
Signat#e a'nd Title of Authorized Repret'entative \.i Street Address
tlzotuzs
Contractor I)atc City, State, Zip code
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8. Will comply, as applicable, with the provisions ofthe Hatch Act (5 U.S.C. S$ l50l-1508 and $$ 7324-7328), which
limit the political activities of employees whose principal employmenl activities are funded in whole or in part with
federal funds.
9. Will comply. as applicable. rvith the provisions ofthe Davis-Bacon Act (40 U.S.C. 9S ?76ato 216a-7). the Copeland
Act (40 U.S.C. $ 276c and l8 U.S.C. 5 874) and the Contract Work Hours and Safety Standards Act (40 U.S.C. S$ 327-
333), regarding labor standards for federally assisted construction sub-contracts.
10. Will comply, if applicable, with flood insurance purchase requirements of Section 102(a) of the Flood Disaster
Protection Act of 1973 (42 U.S.C. $ 4012a) which requires recipients in a special flood hazard area to participate in the
program and to purchase flood insurance if the total cost of insurable construction and acquisition is $10,000.00 or
more.
ll. Will comply with environmental standards which may be prescribed pursuant to the following: (a) institution of
environmental quality control measures under the National Environmental Policy Act of 1969 (42 U.S.C. $$ 4321 et
seq.) and Executive Order (EO) 11514; (b) notification ofviolating facilities pursuant to EO 11738; (c) protection of
wetlands pursuant to EO 11990; (d) evaluation offlood hazards in floodplains in accordance with EO 11988; (e)
assurance of project consistency with the approved State management program developed under the Coastal Zone
Management Act of 1972 (16 U.S.C. S l45l et seq.); (0 conformity of federal actions to State (Clear Air)
Implementation Plans under Section 176(c) ofthe Clear Air Act of 1955. as amended (42 U.S.C. $ 7401 et seq.): (g)
protection of underground sources ofdrinking water under the Safe Drinking Water Act ol 1974, as amended (42
U.S.C. S 300F et seq.); and (h) protection ofendangered species under the Endangered Species Act of I 973, as amended
(r6 u.s.c. $$ rs31-1s44).
l2 Will comply with the Wild and Scenic Rivers Act of 1968 ( I 6 U.S.C. 5 127 I et seq.) related to prolecting components
or potential components ofthe nalional wild and scenic rivers system.
13. Will assist the awarding agency in assuring compliance with Section 106 ofthe National Historic Preservation Act of
1966, as amended. and the Arclraeological and Historic Preservation Act of 1974 (54 U.S.C. gg 300101 -3071 08), and
EO I1593 (identification and prolection ofhistoric properties).
14. Will comply with the National Research Act of 1974 (P.L.93-348) regarding the protection ofhuman subjects involved
in research, development, and related activities supported by this award of assistance.
15. Will comply with the Laboratory Animal WelfareActof 1966(7U.S.C.52l3letseq.)pertainingtothecare,handling.
and treatment of warm blooded animals held for research, teaching, or other activities supported by this award of
assistance.
16. Will comply with the Lead-Based Paint Poisoning Prevention Act (42 U.S.C. 5 4831(b)). which prohibits the use of
lead- based paint in construction or rehabilitation of residence structures.
17. Will cause to be performed the required financial and compliance audits in accordance with the Single Audit Act
Amendments of 1996 and 2 CFR Part 200.
18. Will comply with all applicable requirements of all other federal laws, executive orders, regulations, and policies
governing this program.
SIG\trR[ ol' A(r tzEt) cER r\ t\(; or tl( t,\L 'l t't1,u
0ou'a,+^ Vhr^aqe(
..\ P Pt-tcA \t o ffi 'flo\
C oLli.er
ANIZA
T,D wM.4
DAt E SUBI TTED
tlN[uzs
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@)
HA0?5 203.
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HA025 203
The term "employer" means any person or entity required by law to conduct background screenings, including but not
limited to, Area Agencies on Aging/Aging and Disability Resource Centers, Lead Agencies, and Service Providers that
contract direclly or indirectly with the Department of Elder Affairs (DOEA), and any other person or entity which hires
employees or has volunteers in service who meet lhe definition ofa direct service provider. See $$ 435.02 & 430.0402. Fla.
Stat. (2023)
A direct service provider is a person I 8 years of age or older who, pursuant to a program to provide services to the elderly,
has direct. face-to-face contact with a client while providing services to the client and has access to the client's living areas.
funds, personal property. or personal identification information as defined in s.817.568. The term also includes. but is not
limited to, the administrator or a similarly titled person who is responsible lor the day-to-day operations ofthe provider: the
financial officer or similarly titled person who is responsible for the financial operations of the provider; coordinators.
managers, and supervisors of residential facilities; volunteers; and any other person seeking employment with a provider
who is expected to. or whose responsibilities may require him or her to. provide personal care or services directly to clients
or have access to client funds, financial matters, legal matters, personal property, or living areas. $ 430.0402( I )(b), Fla. Stat.
(2023).
1)()tiA I otd :15 A enohon of( odPltdnle - l:n\tu'et Ulectn! oLk'het )t)23 l' S
AUTIIOITITY: Al,L EMPLOYEIiS are requircd to annualll subntit this form attcsting to compliance rrith
thc provisions of chapter .lJ5 and section '130.0{02 of the Florida Statutcs.
As lhe duly authorized representative of:
(Name of Employer)
Located at
Street address City State Zip Code
Under penalty of perjury, I,
(Name of Representative)
herby swear or affirm that the above-named employer is in compliance with the provisions of chapter
435 and section 430.0402 ofthe Florida Statutes, regarding level 2 background screening.
30 L
Signature of Re sentattve Date
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ATTACHMENT VIII
BACKGROUND SCREENING
ATTESTATION OF COMPLIANCE. EMPLOYER
ATTESTATION
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Revised August 2007
Attestation Statement
Agreement/Contract \um ()\\01r(
I,,\ml l)slterson attest that no changes or revisions have been made to the
(R€cipienrContractor represcntativc)
content of the above referenced agreement/contrflct or amendment between the Area Agency on Aging for
Southwest Florida ind
Collier County Board of Commissioners
(Recipicnt/( ontr{ctor nallle)
The onl)'crception to this statement 11ould be for changes in page formatting, due to the diffcrenccs in
electronic data proccssing media, rrhich has no affect on the agreement/contract content.
D 2b
Signature of n ontractor representative Da tc
Jeffrey
and legaliry
County Attomey
Revised August 2007
(.tii
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