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Agreement - First Amendment between Collier County and Housing Development Corporation of SW Florida, INC. D/B/A Help I FAIN # T B 24-UC-12-0016 Federal Award Date EST-10/2024 Federal Award Agency HUD CFDA Name Community Development Block Grant CFDA/CSFA# 14.218 Total Amount of Federal S 117.195.00 $129 521.92 Funds Awarded Subrecipient Name Housing Development Corporation of SW Florida, Inc.d/b/a HELP UE1# J3YVCLMWVKM7 FEIN 38-3695928 R&D NA Indirect Cost Rate J NA Period of Performance 10/01/2024-09/30/2025 Fiscal Year End 12/31 Monitor End: 12/2025 FIRST AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY AND HOUSING DEVELOPMENT CORPORATION OF SW FLORIDA, INC. d/b/a/HELP CDBG Grant Program— Public Services THIS AMENDMENT is made and entered into this Cl day _,-- of 4fnC 2025, by and between Collier County, a political subdivision of the State of Florida, (COUNTY) having its principal address at 3339 Tamiami Trail East, Suite 213, Naples FL 34112, and HOUSING DEVELOPMENT CORPORATION OF SW FLORIDA, INC. D/B/A HELP (SUBRECIPIENT), a private non-profit organization having its principal office at 3200 Bailey Lane, Suite 109,Naples, FL 34105. WHEREAS, the COUNTY has entered into an Agreement with the United States Department of Housing and Urban Development(HUD)for a grant for the execution and implementation of a Community Development Block Grant (CDBG) Program in certain areas of Collier County, pursuant to Title I of the Housing and Community Development Act of 1974 (as amended);and WHEREAS,the Board of County Commissioners of Collier County(Board)approved the Collier County Consolidated Plan — One-year Action Plan for Federal Fiscal Year 2024-2025for the CDBG Program with Resolution 2024-138 on July 23, 2024—Agenda Item #I6D.4;and WHEREAS, in accordance with HUD regulations and the Collier County Consolidated Plan concerning the preparation of various Annual Action Plans,the COUNTY advertised the 2024-2025 Annual Action Plan,on June 17,2024,with a 30-day Citizen Comment period from July 3,2024 to August 3,2024; and Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT ill PS24-02 Housing Navigator Program CAO WHEREAS,the SUBRECIPIENT has submitted a proposal for participation in the Collier County CDBG program;and WHEREAS, the COUNTY and SUBRECIPIENT wish to set forth the responsibilities and obligations of each in undertaking the CDBG project — (PS24-02) Home Buyer Academy-Housing Navigator Program. WHEREAS, on September 10, 2024, Agenda Item #16.D.3, the COUNTY entered into an Agreement (the "Agreement") with SUBRECIPIENT which set forth the responsibilities and obligations of each in undertaking CDBG project — (PS24-02) Home Buyer Academy-Housing Navigator Program; and WHEREAS,the parties wish to amend the agreement. incorporated herein by reference,to increase the project budget, update the County Grants Coordinator contact Revise Grant and Special Conditions. Grant Control Requirements.Terms and Conditions. and General Provisions. 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 Struck Through are deleted; Words Underlined are added. * * 1.1 GRANT AND SPECIAL CONDITIONS A. SUBRECIPIENT must submit the following resolutions and policies to the COUNTY within sixty(60)days of execution of this Agreement: ® Affirmative Fair Housing Policy • Affirmative Action/Equal Opportunity Policy ® Conflict of Interest Policy(COI)and related COI Forms • Affidavit Regarding Labor andServ_ices_(Traffcking)Form ❑ Procurement Policy ❑ Uniform Relocation Act(URA) Policy • Sexual Harassment Policy ❑ Section 3 Policy • Section 504/ADA Policy • Fraud, Waste, and Abuse Policy • Language Assistance and Planning Policy(LAP) • Limited English Proficiency Policy(LEP) ® Violence Against Women Act(VA WA) Policy • LGBTQ Policy Housing Development Corporation of SW Florida.Inc d/b/a HELP AMENDMENT t!I PS24-02 I lousing Navigator Program CAO * * D. Conflict of Interest—SUBRECIPIENT must have written conflict of interest policies. The CDBG Program distinguishes between two types of conflict of interest: one related to organizations that carry out the project (recipients or subrecipients), and another specific to individuals involved in providing services and day-to-day project operations. SUBRECIPIENT shall have written policies related to both types of conflicts of interest. With respect to the use of CDBG funds to procure services, equipment, supplies, or other property,the SUBRECIPIENT shall comply with 2 CFR part 200. With respect to all other decisions involving the use of CDBG funds, the following restrictions shall apply: No person who is an employee, agency consultant,officer, or elected or appointed official of the Subrecipient and who exercises or has exercised any functions or responsibilities with r pect to assisted activities. or who is in a position to participate in a decision-making process or gain inside information with regard to such activities, may obtain a person or financial interest or benefit from the activity, or have an interest in any contract, subcontract,or agreement with respect thereto,or the process thereunder,either for himself or herself or for those with whom he or she has family or business ties. during his or her tenure for one year thereafter. If a conflict or a potential or perceived conflict of interest is to occur, the SUBRECIPIENT must contact the COUNTY to determine whether an exception will be allowed aVprescribed by the applicable federal regulations. PE. Limited English Proficiency — Persons who, as a result of national origin, do not speak English as their primary language and who have limited ability to speak, read, write, or understand English ("limited English proficient persons" or "LEP persons") may be entitled to language assistance under Title VI in order to receive a particular service, benefit, or encounter. In accordance with Title VI of the Civil Rights Act of 1964(Title VI) and its implementing regulations, the SUBRECIPIENT agrees to take reasonable steps to ensure meaningful access to activities funded with HUD Funds by LEP persons. Any of the following actions could constitute"reasonable steps",depending on the circumstances: acquiring translators to translate vital documents; advertisements or notices; acquiring interpreters for face to face interviews with LEP persons; placing advertisements and notices in newspapers that serve LEP persons; partnering with other organizations that serve LEP populations to provide interpretation, translation, or dissemination of information regarding the project; hiring bilingual employees or volunteers for outreach and intake activities;contracting with a telephone line interpreter service; etc. 1.2 PROJECT DETAILS A. Project Description/Project Budget Description Federal Amount Project Component One: Payroll for staff to support an effective operation of the housing navigator program and the execution of fair housing outreach events. $129,521.92 Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT HI PS24-02 Housing Navigator Program CAO Total Federal Funds: $t t,7�9O _.- $129,521 92 C. Performance Deliverables Program Deliverable Deliverable Supporting ( Submission Schedule Documentation Insurance - -- Exhibit A- Insurance Certificate Within 30 days of Agreement execution and Annually within thin • 30 da s of renewal._ Special Grant Condition Policies Policies as stated in this Within sixty(60)days of (Section 1.1) Agreement A reement execution. Detailed Project Schedule Not Applicable —_—.- ' Not Applicable. Project Plans and Specifications Not Applicable Not Applicable. Procurement Documents(Bid Not Applicable Not Applicable. Packet) * _ Subcontractor Log Not Applicable Not Applicable. Quarterly Progress Report Exhibit C Quarterly; within 10 days following the end of the quarter. Final report due upon submission of the final pay request in Neighborly. _ Fair Housing Calls Report Fair Housing Call Log Quarterly; Within 10 days following the end of the quarter. Final report upon submission of the final pay request in Neighborly. Fair Housing Outreach Pictures, Agendas, Flyers,and Quarterly; within 10 days any additional material that following the end of the quarter supports a Fair Housing Outreach event. Section 3 Report Not Applicable Not Applicable. Complaint Logs EEO,AA and Incident Log Quarterly, within 10 days following the end of the quarter. Leverage Funds Report Exhibit C-1 Due upon submission of the final pay request in Neighborly Davis-Bacon Act Certified Not Applicable Not Applicable. Payroll Annual Audit MonitoringExhibit E within Annually, 60 days after Report FY end. Financial and Compliance Audit Audit, Management Letter,and Annual submission of Form 990 Supporting Documentation and Biennial submission of financial audit within 180 days of applicable fiscal year end. Continued Use Certification Not Applicable Not Applicable. Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT #1 PS24-02 Housing Navigator Program CAO Capital Needs Assessment Plan Not Applicable _ Not Applicable. Program Income Reuse Plan Not Applicable Not Applicable. Collier County Inventory Exhibit F Annually, for five(5)years Tracking Form throughout the continued use period. Conflict of Interest Form Subrecipient/Developer/Vendor Upon execution of the Conflict of Interest Disclosure agreement, for all employees Form who work on activities associated with the grant,and upon hiring of all new employees. Whistleblower Protections Exhibit H Upon execution of the Affidavit agreement. for all em__ployees who work on activities associated with the grant,and upon_hiring of all new employees. 1.4 AGREEMENT AMOUNT The COUNTY agrees to make available ONE HUNDRED AND NINTY FIVE DOLLARS AND ZERO-CENTS ($117,195.00) ONE HUNDRED TWENTY NINE THOUSAND FIVE HUNDRED TWENTY ONE DOLLARS AND NINTY TWO CENTS ($129,521.92) for use by SUBRECIPIENT, during the term of the Agreement(hereinafter,shall be referred to as the Funds). * * 1.7 NOTICES Notices required by this Agreement shall be in writing and delivered via mail (postage prepaid), commercial courier, 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: Melissa Juarez;Grant Coordinator Collier County Government Community and Human Services Division 3339 Tamiami Trail East, Suite 213 Naples, Florida 34112 Email: . Melissa.Juarezrd7coll iercountvfl.gov Telephone: (239)252-5770 2590 Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT N I PS24-02 Housing Navigator Program CAC * * * PART II GRANT CONTROL REQUIREMENTS * * * 2.2 RECORDS AND DOCUMENTATION D. Upon completion of all work contemplated under this Agreement, copies of all documents and records relating to this Agreement shall be surrendered to CHS, if requested. In any event, SUBRECIPIENT shall keep all documents and records in an orderly fashion, in a readily accessible, permanent, and secured location for three (3) years after the date of COUNTY'S submission of the final performance and evaluation report(CAPER)to HUD, as prescribed in 2 CFR 200.334, 24CFR 570.493 and 24 CFR 570.502(a)(7)(ii). However, if any litigation, claim, or audit is started before the expiration date of the three (3)year period, SUBRECIPIENT will maintain the records until all litigation, claim, or audit findings involving these records are resolved. If SUBRECIPIENT ceases to exist after the closeout of this Agreement, it shall notify the COUNTY in writing, of the address where the records are to be kept, as outlined in 2 CFR 200.337. SUBRECIPIENT shall meet all requirements for retaining public records and transfer, at no cost to COUNTY, all public records in SUBRECIPIENT'S possession upon termination of the Agreement, and destroy any duplicate, exempt,or confidential public records that are released from public records disclosure requirements. All records stored electronically must be provided to the COUNTY in a format that is compatible with the COUNTY'S information technology systems. IF SUBRECIPIENT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO SUBRECIPIENT'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, IT SHALL CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT 239-252- 95837 + IiduielA3rowit1 Angel.Batesr eolliercottn_ tvil.go%, 3299 Tamiami Trail East, Naples, FL 34112. * * * SUBRECIPIENT shall take reasonable cybersecurity and other measures to safeguard information including protected personally identifiable information(PII) and other types of information in accordance with 2 CFR 200.303(e).This includes information that HUD or the COUNTY designates as sensitive, or other information the COUNTY considers sensitive and is consistent with applicable Federal.State,and Local laws regarding privacy and responsibility over confidentiality. Housing Development Corporation of SW Florida,Inc d/b/a I IELP AMENDMENT#I PS24-02 Housing Navigator Program C-�c' K. SUBRECIPIENT shall provide the public with access to public records on the same terms and conditions that the COUNTY would provide the records,and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes or as otherwise provided by law. SUBRECIPIENT shall ensure that exempt or confidential public records that are free from public records disclosure requirements are not disclosed, except as authorized by 2 CFR 200.337 and 2 CFR 200.338. * PART III TERMS AND CONDITIONS * * * 3.14 PROGRAM GENERATED INCOME No Program Income is anticipated. However, if Program Income is derived from the use of CDBG Funds disbursed under this Agreement, SUBRECIPIENT shall utilize such Program Income only for CDBG-eligible activities approved by the COUNTY. Any Program Income (as such term is defined under 24 CFR 570.500(a) gained from any SUBRECIPIENT activity funded by CDBG Funds shall be reported to the COUNTY through an annual Program Income Reuse Plan, utilized by the SUBRECIPIENT accordingly,and shall comply with 2 CFR 200.307,24 CFR parts 570.489, 570.500, and 570.504 in the operation of the Program. When Program Income is generated by an activity that is only partially assisted by CDBG Funds, the income shall be prorated to reflect the percentage of CDBG Funds used. If there is a Program Income balance at the end of the Program Year,such balance shall revert to the COUNTY's Community Block Grant Program, for further reallocation. Equipment/Supplies: Per 45 CFR 75, Equipment is defined as tangible personal property (including information technology systems) having a useful life of more than one year and a per- unit acquisition cost which equals or exceeds the lesser of the capitalization level established by the non-Federal entity for financial statement purposes, or$5,000. The Collier County Inventory form (Exhibit F)must be completed by SUBRECIPIENT and submitted to the COUNTY annually. Supplies are defined as all tangible personal pr perty other than those described as Equipment.A computing device is a supply if the acquisition cost is less than the lesser of the capitalization level established by the non-Federal entity for financial state purposes or$5,000,regardless of the length of its useful life. During the continued use period,as referenced in Section 3.16(Grant Closeout Procedures)of this Agreement,equipment/supplies under SUBRECIPIENT'S control that were acquired or improved. in whole or in part,with CDBG Funds shall be used to meet one of the CDBG National Objectives, pursuant to 24 CFR 570 208. If SUBRECIPIENT sells,transfers,disposes off,or otherwise fails to continue to use the CDBG-assisted equipment/supplies in a manner that meets a CDBG National Objective, SUBRECIPIENT shall pay the COUNTY an amount equal to the current fair market value of the equipment/supplies, less the percentage of non-CDBG funds used to acquire the equipment/supplies. Housing Development Corporation of SW Florida.Inc d/b/a HELP AMENDMENT 41 PS24-02 Housing Navigator Program cP 0 At the end of the Grant period,the SUBRECIPIENT must request disposition instructions from the COUNTY for unused equipment acquired under this Agreement. If the COUNTY fails to provide the requested instructions within 120 days, the unused equipment with a value of$5,000 or less, may be retained, sold, or otherwise disposed of with no further responsibility to the COUNTY. However, the COUNTY is entitled to an amount calculated by multiplying the percentage of the COUNTY's contribution towards the original purchase by the current market value or proceeds from the sale. If the equipment is sold, the COUNTY may permit the SUBRECIPIENT to retain, from the Federal share, $1,000 of the proceeds to cover the expenses associated with the selling and handling of the equipment. At the end of the Grant period,unused supplies with a value exceeding $5.000 acquired under this Agreement must be sold by the SUBRECIPIENT. The COUNTY is entitled to compensation in an amount calculated by multiplying the percentage of the COUNTY's contribution towards the cost of the original purchase(s) by the current market value or proceeds from the sale. If supplies are sold, the COUNTY may permit the SUBRECIPIENT to retain, from the Federal share, $1,000 of the proceeds to cover expenses associated with the selling and handling of the supplies. * 3.20 CONFLICT OF INTEREST SUBRECIPIENT covenants that no person under its employ,who presently exercises any functions or responsibilities in connection with the Project, has any personal financial interest, direct or indirect, in the Project areas or any parcels therein, which would conflict in any manner or degree with the performance of this Agreement;and that SUBRECIPIENT shall not employ or subcontract with any person having any conflict of interest.The SUBRECIPIENT covenants that it will comply with all provisions of 24 CFR 570.611 "Conflict of Interest," 2 CFR 200.318, and the State and County statutes, regulations, ordinances, or resolutions governing conflicts of interest. All SUBRECIPIENT employees who work on activities associated with this Agreement shall complete the Subrecipient/Developer/Vendor Conflict of Interest Disclosure Form prior to execution of this Agreement.Any employees hired later during the period of performance for this Agreement who will work on activities associated with this Agreement shall also complete and submit to the COUNTY the Conflict of Interest Disclosure Form. * * * 3.23 INCIDENT REPORTING If SUBRECIPIENT provides services to clients under this Agreement, SUBRECIPIENT and any subcontractors shall report to the COUNTY knowledge or reasonable suspicion of abuse, neglect, or exploitation of a child, aged person, or disabled person. During the term of this Agreement, SUBRECIPIENT must report to the COUNTY in writing, within one business day of occurrence,any substantial,controversial,or newsworthy incidents.The Collier County Standa-KI-Subreeip+e+t Incident Report Form (Exhibit G)shall be used to report all such incidents. * * * Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT#I PS24-02 Housing Navigator Program co-N PART IV GENERAL PROVISIONS * * * 4.46 Equal Treatment of Faith-Based Organizations: By regulation, HUD prohibits all recipient organizations from using financial assistance from HUD to fund explicitly religious activities.The SUBRECIPIENT agrees to avoid such prohibited conduct. For more information, see littps:/!ojp.gov/about/ocr/partnerships.htrn. Discrimination on the basis of religion in employment is generally prohibited by federal law, but the Religious Freedom Restoration Act is interpreted on a case-by-case basis to allow some faith-based organizations to receive HUD funds while taking into account religion when hiring staff.Questions in this regard should be directed to the Office for Civil Rights. A. Organizations that are religious or faith-based are eligible, on the same basis as any other organization, to participate in CDBG. B. The SUBRECIPIENT may not engage in inherently religious activities, such as worship, religious instruction, or proselvtization as part of the programs or services funded under CDBG. If the SUBRECIPIENT conducts such activities, the activities must be offered separately, in time or location, from the programs or services funded under CDBG,and participation must he voluntary for the program participants. C. A religious SUBRECIPIENT that receives CDBG funding will retain its independence from Federal. State. and local governments, and may continue to carry out its mission. including the definition. practice, and expression of its religious beliefs,provided that it does not use direct CDBG funds to support any inherently religious activities, such as worship, religious instruction, or proselvtization. Among other things. faith-based Subrecipients may use space in their facilities to provide CDBG funded services, without removing religious art. icons. scriptures. or other religious symbols. In addition,a Subrecipient retains its authority over its internal governance, and it may retain religious terms in its name. select its board members on a religious basis, and include religious references in its mission statements and other governing documents. D. The Subrecipient that participates in CDBG shall not. in providing program assistance. discriminate against a program participant or prospective program participant on the basis of religion or religious belief. I . if the SUBRECIPIENT voluntarily contributes its own funds to supplement federally funded activities. the SUBRECIPIENT has the option to segregate the federal funds or commingle them. However,if the funds are commingled,the requirements listed above apply to all of the commingled funds. * 4.54 Trafficking in Persons: SUBRECIPIENT agrees to. at any tier, comply with all applicable requirements(including requirements to report allegations)pertaining to prohibited conduct related to the trafficking of persons, whether on the part of the SUBRECIPIENT and any employees of Housing Development Corporation of SW Florida.Inc d/b/a HELP AMENDMENT N I PS24-02 Housing Navigator Program c,t4o SUBRECIPIENT. The details of SUBRECIPIENT'S obligations related to prohibited conduct related to the trafficking of persons are posted at: https://oip.gov/IiindinelExplore/ProhibitedConduct-Traltickintt htnr. Pursuant to Florida Statues 787 06.SUBRECIPIENT attests that it does not use coercion for labor or services. SUBRECiPII:NF shall provide an affidavit, of pcjury„,signed bv_an officer or representative of the organization attestinathat it does not use coercion tier labor services. http://www.leg.state fl us/Statutes/index.clin?App mode Displav _Statute&URL=0700- 0799/0787/Sections/0787.06.htm I * * * 4.64 2 CFR 200.15 Never contract with the enemy. Federal agencies. recipients,and subrecipients are subject to the guidance implementing tic%cr Contract l%ith the Eucm. in 2 CFR part 18; htips:Lwww.ecfr::,,v/current/titI,,. F,,,t:� .� liah<<�=1Vl,t,1-2u0 , �� ,;;rt :anion-200.21 https/tww .ecfr.g_cw/current/title_ ,tihtI; 1 , !i;tpt r-I rut-I: 4644.65 OSHA. Where SUBRECIPIENT employees are engaged in activities not covered under the Occupational Safety and Health Act of 1970, they shall not be required or permitted to work, be trained, or receive services in buildings or surroundings or under working conditions which are unsanitary, hazardous, or dangerous to the participant's health or safety. 4:654.66 Right to Know. Participants employed or trained for inherently dangerous occupations, e.g., fire or police jobs, shall be assigned to work in accordance with reasonable safety practices. The SUBRECIPIENT will comply with all applicable"Right to Know"Acts. 4:664.67 Whistleblower Protections: a. In accordance with 2.CFR.217 and 41 U.S.C. § 4712, the SUBRECIPIENT may not discharge, demote, or otherwise discriminate against an employee in reprisal for disclosing to any of the list of persons or entities provided below, information that the employee reasonably believes is evidence of gross mismanagement of a federal contract or grant. a gross waste of federal funds, an abuse of authority relating to a federal contract or grant, a substantial and specific danger to public health or safety, or a violation of law, rule, or regulation related to a federal contract (including the competition for or negotiation of a contract)or grant. b. The list of persons and entities referenced in the paragraph above includes the following: A member of Congress or a representative of a committee of Congress; ii. An inspector General; iii. The Government Accountability Office; iv. A Treasury employee responsible for contract or grant oversight or management; v. An authorized official of the Department of Justice or other law enforcement agency; vi. A court or grand jury; or vii. A management official or other employee of Recipient, contractor, or subcontractor who has the responsibility to investigate, discover, or address misconduct. Housing Development Corporation of SW Florida,Inc d/b/a HELP T AMENDMENT it1 PS24-02 Housing Navigator Program CN° The SUBRECIPIENT shall inform its employees in writing of the whistleblower rights and remedies provided under- ton 2 CFR 200.217_and 41 U.S.C. § 4712, in the predominant native language of the workforce. uscode ,ti xhtml?req= title , l%20section:4712%20edition:prclim.), All SUBRECIPIENT employees directly involved with activities associated with this Agreement shall complete and submit to the COUNTY the Collier County Whistleblower Protection,. Certification form (Exhibit:H) prior to execution of this Agreement. Anv new employees hired during the period of performance of this Agreement shall also complete and submit the form to the COUNTY. I. Exhibit C is hereby amended as set forth in Exhibit C attached hereto and incorporated herein. 2. Exhibit F is hereby added as set forth in Exhibit F attached hereto and incorporated herein. 3. Exhibit G is hereby added as set forth in Exhibit G attached hereto and incorporated herein. 4. Exhibit H is hereby added as set forth in Exhibit H attached hereto and incorporated herein. 5. Except as set forth herein, the Agreement remains in full force and effect. Remainder of Page Intentionally Left Blank (Signature Page to Follow) Housing Development Corporation of SW Florida,Inc.d/b/a HELP AMENDMENT#1 PS24-02 Housing Navigator Program CP0 IN WITNESS WHEREOF, the SUBRECIPIENT and COUNTY, have each respectively, by an authorized person or agent, hereunder set their hands and seals on the date first written above. ATTEST: AS TO COUNTY: CRYSTAL K.kINZEL, CLERK BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA EjDutY ClerkBy: .,,,,/...."........... ' • ' :* B L. SAUNDERS, CHAIRPERSON Dated: 7 6 (SEA Date: Attest as to Chat 6 _ZY ZS _— signature only., AS TO SUBRECIPIENT: WITNE ES: HOUSING DEVELOPMENT CORPORATION OF SW FLORIDA, INC. d/b/a HELP Witness# Si re �D-/���s— G Ii C c2 0✓7 2 By: 11-,6^u-- " Witness#1 Printed Name MICHAEL PUCHALLA, EXECUTIVE DIRECTOR i- Witness 2 Signature Date: �t1te\ILO `t � f,`c t"" [Please provide evidence of signing authority] Witness#2 Printed Name Appro es :s t•!'• 1 • ! legality: Jeffrey•7. Kl. !kow Collier I sun ttorney Date: 3 I L I) l)1 rj Housing Development Corporation of SW Florida,Inc.d/b/a HELP — AMENDMENT#1 PS24-02 Housing Navigator Program CPO EXHIBIT C QUARTERLY PERFORMANCE REPORT DATA The COUNTY is required to submit Performance Reports to HUD through the Integrated Disbursement and Information System(IDIS).The COUNTY reports information on a quarterly basis.To facilitate in the preparation of such reports,SUBRECIPIENT shall submit the information contained herein within ten(10) days of the end of each calendar quarter. At COUNTY's discretion, SUBRECIPIENT may be required to enter the information collected on this exhibit into an online grant management system. Subrecipient Name: Housing Development Corporation of SW Florida, Date: Inc. d/b/a HELP Project Title: Housing Navigator Program IDIS#• Program Contact: Michael Puchalla Telephone Number: 239-434-2397 Activity Reporting Period Report Due Date October Is'—December 31" January 10'h January 1"—March 31" April 10'h April I"—June 30'h July 10'h July I51—September 30'h October 10'h REPORT FOR QUARTER ENDING: (check one that applies to the corresponding grant period): 012/31/2024 ❑3/31/2025 ❑6/30/2025 ❑9/30/2025 Final / /20_ Please note: The HUD Program year begins October I,2024—September 30,2025. Each quarterly report must include cumulative data beginning from the start of the program year October 1,2024. I. Please list the outcome goal(s)from your approved application and SUBRECIPIENT Agreement and indicate your progress in meeting those goals since October 1,2024. a. Outcome Goals: list the outcome goal(s)from your approved application and SUBRECIPIENT Agreement Outcome 1: A minimum of ene- ttndr(400)one hundred seven(107)unduplicated households will be served Outcome 2: Conduct and document six(6)sevenk7LFair Housing Outreach events Outcome 3: Documentation that 51%of the total households served qualify as low-to-moderate income, for achievement of the LMC National Objective b. Goal Progress: Indicate the progress to date in meeting each outcome goal Outcome I. Outcome 2: Outcome 3: 2. Is this project still in compliance with the original project schedule: Yes ❑ No ❑ If No. Explain: 3. Since October 1,20XX;of the persons assisted,how many... Answer ONLY for Public Facilities& Infrastructure Activities *03 Matrix Codes _ a. ...now have new access(continuing)to this service or benefit? 0 b. v_- ...now have improved access to this service or benefit? 0 c. .,.now receive a service or benefit that is no longer substandard? 0 Total 0 4. What funding sources did the SUBRECIPIENT apply for this period? _ Section 108 Loan Guarantee $ CDBG $ Other Consolidated Plan Funds $ HOME $ Other Federal Funds $ ESG $ $ HOPWA $ S Total Entitlement S Funds Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT 141 PS24-02 Housing Navigator Program CAO 5. What is the total number of UNDUPLICATED Persons(LMC)or Households(LMH)served this QUARTER, if applicable? Answer question 5a or 5b;NOT both For LMC activities: people,race/ethnicity,and income data are reported by persons. For LMH activities: households,race/ethnicity, and income level are reported by households, regardless the number of persons in the household. a. Total No. Persons/Adults served(LMC) 0 Total No.persons served under 18 0 (LMC) Quarter Total No.of Persons 0 Quarter Total No.of Persons 0 b. Total No. of Households served 0 Total No.of female head of household L - i (LMH) 0 1 6. ( What is the total number of UNDUPLICATED clients served since Octoberl , if applicable? Answer question 6a or 6b,NOT both For LMC activities: race/ethnicity and income data are reported ypersons. a. Total No. Persons/Adults served(LMC) 0 Total No. Persons served under 18 0 (LMC) YTD Total: 0 YTD Total 0 b. Total No. Households served(LMH) 0 Total No. female head of household(LMH) 0 YTD Total 0 YTD Total 0 Complete EITHER question 7 or 8, NOT both Complete question 7a and 7b if your program only serves clients in one or more of the listed HUD Presumed Benefit categories. 7, PRESUMED BENEFICIARY DATA ONLY: PRESUMED BENEFICIARY DATA ONLY t_ __, (LMC)Quarter (LMC)YTD Indicate the total number of UNDUPLICATED persons Indicate the total number of UNDUPLICATED served this quarter who fall into each presumed benefit persons served since October 1 who fall into each category(the total should equal the total in question#6a presumed benefit category (the total should equal the or 6b): total in question 416a or 6h): a Presumed Benefit Activities Onl (LMC)QTR b Presumed Benefit Activities Only(LMC)YTD 0 Abused Children ELI 0 Abused Children ELI Homeless ELI 0 Homeless Person ELI Person 0 Migrant Farm LI 0 Migrant Farm Workers LI Workers 0 Battered LI 0 Battered Spouses LI Spouses 0 Persons LI 0 Persons w/HIV/AIDS LI w/HIV/AIDS 0 Elderly Persons LI or MOD 0 Elderly Persons LI or MOD 0 Illiterate Adults LI 0 Illiterate Adults LI 0 Severely LI 0 Severely Disabled Adults LI Disabled Adults 0 Quarter Total 0 YTD Total 8. Complete question 8a and 8b if any client in your program does not fall into a Presumed Benefit category. Other Beneficiary Data: Income Range Other Beneficiary Data: Income Range Indicate the total number of UNDUPLICATED persons Indicate the total number of UNDUPLICATED served this Quarter who fall into each income category persons served since October 1 (YTD)who fall into (the total should equal the total in question#6): i each income category(the total should equal the total in question#6): Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT'#I PS24-02 Housing Navigator Program CAC) a ELI Extremely Low Income(0-30%) 0 b E1,1 Extremely Lon 0 Income(0-30%) LI Low Income(31-50%) 0 1,1 Low Income 0 MOD Moderate Income(51-80%) 0 MOD Moderate Income 0 (5 I-80%) NON-L/M Above Moderate Income(>80%) 0 NON-UM Above Moderate 0 Income(>80%) Quarter Total 0 YTD Total 0 19. Is this project in a Low/Mod Area(LMA)? YES NO Was project completed this quarter? YES NO if ties,complete all of this section 9 Date project completed Low/Mod ..- Block Group Census Tract Total Beneficiaries Low/Mod Percentage Beneficiaries 0 0 0 0 0 Date LMA Narrative approved by CHS? What documentation supports project completion? (i.e., Certificate of Completion or Certificate of Occupancy. etc.) LI 0, Racial&Ethnic Data(if applicable) Please indicate how many UNDUPLICATED 1 Please indicate how many UNDUPLICATED clients clients served this Quarter fall into each race served since October(YTD)fall into each race category. In category. In addition to each race category,please j addition to each race category please indicate how many indicate how many persons in each race category persons in each race category consider themselves consider themselves Hispanic. (Total Race column Hispanic. (Total Race column should equal the total in should equal the total in question 6.) question 6) a. RACE I ETHNICITY b. RACE _ ETHNICITY /HISPANIC _ /HISPANIC White 0 0 White 0 0 Black/African American 0 0 Black/African American 0 0 1 Asian 0 0 Asian 0 0 American Indian/Alaska Native 0 0 American Indian/Alaska 0 0 Native 0 ---------------- Native Hawaiian/Other Pacific Islander 0 Native Hawaiian/Other Pacific 0 0 Islander Black/African American&White 0 0 Black/African American& 0 0 White American Indian/Alaska Native& 0 0 American Indian/Alaska 0 0 Black/African American Native&Black/African American Other Multi-racial 0 0 Other Multi-racial 0 0 0 0 0 0 I hereby certify the above information is true and accurate. Name: Signature: Title: Your typed name here represents your electronic signature Housing Development Corporation of SW Florida,Inc d/b/a HELP AMENDMENT a I PS24-02 Housing Navigator Program CAD c I u 1.7 I u .a V)� 0 1 0 u .40 u 2 i a.) Uu y a• u WC4A C 00 > ro bra g � Z o` Ca iH �_ 1 , i O c a 0 ww 1 0 Wiz 0 U O U a w - O I U 1 g . to wcL ' g U 0 , 0 N a dA 1.. u b y 0 0 u 2 u x E -o osE� I I%za 62 z 1 c c E E Z U c.ncna` aA C7w CAO Collier County Community & Human Services Division EXHIBIT:G INCIDENT REPORT FORM Organization Name: Organization Address: Project No: Grant Coordinator: Date of Incident 1 Time of Incident: Report Submitted By: (Name& Phone) Description of Incident: Location/Address of Incident: Was Police Report Filed? 0 Yes 0 No T If Yes, Police Report Number: I Jurisdiction: Were there any warning signs that this type of Incident could occur? .❑Yes—.0 No If Yes, Explain: What actions will be taken to prevent a recurrence of a similar incident? I certify under penalty of perjury under F.S. 837.06 that the contents of this affidavit are true and correct. Signature of Person Making Report Date Printed Name Title ----�- Return completed form to: Kristi Sonntag, Director,CHS Collier County Community and Human Services Division 3339 Tamiami Trail East, Bldg. II,Suite 213 Naples, FL 34112 Fax: (239)252-2638 C,P+O EXHIBIT H COLLIER COUNTY COMMUNITY& HUMAN SERVICES WHISTLEBLOWER PROTECTIONS AFFIDAVIT SUBRECIPIENT Name: SUBRECIPIENT Address: Project Name: Project No: In accordance with 2 CFR 200.217 and 41 U.S.C. 4712, SUBRECIPIENT may not discharge, demote, or otherwise discriminate against an employee in reprisal for disclosing to any of the list of persons or entities provided below, information that the employee reasonably believes is evidence of gross mismanagement of a federal contract or grant,a gross waste of federal funds.an abuse of authority relating to a federal contract orgrants,a substantial and specific danger to public health or safety,or a violation of law, rule, or regulation related to a federal contract(including the competition for or negotiation of a contract)or grant. The list of persons and entities referenced in the paragraph above includes the following: • A member of Congress or a representative of a committee of Congress • An Inspector General • The Government Accountability Office • A Treasury employee responsible for contract or grant oversight or management • An authorized official of the Department of Justice or other law enforcement agency • A court or grand jury • A management official or other employee of SUBRECIPIENT.contractor.or subcontractor who has the responsibility to investigate, discover. or address misconduct SUBRECIPIENT shall inform its employees in writing of whistleblowcr rights and remedies provided under section 41 U.S.C. 4712. in the predominant native language of the workforce. By signing this affidavit, I certify that Subrecipient Name will comply with all Whistleblower rights and protections for its employees. Name: Signature: Title: Your typed name here represents your electronic signature CAO .................... .... ....