Agenda 08/12/2025 Item #16D 6 ( After the Fact the First Amendment to the FY25 Older Americans Act Title III)8/12/2025
Item # 16.D.6
ID# 2025-2500
Executive Summary
Recommendation to approve an After the Fact the First Amendment (#HA025.203.25.01) to the FY25 Older Americans
Act Title III Agreement with the Area Agency on Aging of Southwest Florida, Inc., for Services for Seniors, reflecting
an increase of $1,054,633.49 for a revised total grant award amount of $2,658,905.69, and to authorize the necessary
Budget Amendments. (Human Services Grant Fund 1837)
OBJECTIVE: To ensure continuous support for elderly clients through the Collier County’s Services for Seniors
Program (CCSS) and enhance the Quality of Place focus area in the Collier County Strategic Plan by improving access
to health, wellness, and human services.
CONSIDERATIONS: The Older Americans Act (OAA) Programs are federal initiatives that provide assistance to
older persons and caregivers and are the only federally funded support services programs directed solely toward
improving the lives of older persons. These funds are received by Collier County through the Area Agency on Aging of
Southwest Florida, Inc. (AAASWFL).
On February 11, 2025, (Agenda Item #16.D.5), the Board approved a grant award from AASWFL in the amount of
$1,604,272.20, with a period of performance from January 1, 2025, through December 31, 2025.
On June 13, 2025, Collier County received an amendment from AAASWFL with additional carryforward funding in the
amount of $1,054,633.49. The revised total award for FY25 is $2,658,905.69. The overall funding will allow Services
for Seniors to provide case management and services based on current and projected program needs. The grant requires
a corresponding local match increase of $117,181.50. This match increase will be met through estimated vendor match
contributions.
The following tables provide a detailed breakdown of the increased funding and match adjustment:
FY25 Contract Award
Program Component Project
Number
Current Award 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
FY25 Carryforward Additional Funds - Amendment 1 (Increases FY25 contract amount by $1,054,633.49 for a
total revised FY25 contract award amount of $2,658,905.69)
Program Component Project
Number
Revised Award Final Match
Requirement
Local Cash
Match
Vendor Match
Title III-B Services 33928 $345,647.87 $38,405.32 $17,688.02 $20,717.30
Title C1 Congregate Meals 33929 $1,224,612.99 $136,068.11 $62,344.49 $73,723.62
Title C2 Home Delivered Meals 33930 $663,789.99 $73,754.44 $32,637.45 $41,116.99
Title III-E Services 33931 $386,659.14 $42,962.13 $11,522.55 $31,439.58
NSIP 33932 $38,195.70 N/A N/A N/A
Total $2,658,905.69 $291,190.00 $124,192.51 $166.997.49
FY25 Contract Award Increase per Program Component From Carryforward
Program Project Award Variance Match** Local Match Vendor
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8/12/2025
Item # 16.D.6
ID# 2025-2500
Number Variance Variance Variance
Title III-B Services 33928 $126,840.86 $14,093.43 $0.00 $14,093.43
Title C1 Congregate Meals 33929 $436,308.08 $48,478.68 $0.00 $48,478.68
Title C2 Home Delivered
Meals
33930 $269,614.95 $29,957.21 $0.00 $29,957.21
Title III-E Services 33931 $221,869.60 $24,652.18 $0.00 $24,652.18
NSIP 33932 $0.00 N/A N/A N/A
Total $1,054,633.49 $117,181.50 $0,00 $117,181.50
*Match amount equals the award divided by .9, then multiplied by ten percent (10%), per Federal and State
calculation requirements.
AAASWFL routinely sends CCSS agreements and amendments that require a 30-day turnaround time. This timeframe
makes it impossible to process the documents for the Board’s approval in the time requested by the AAASWFL. The
amendment is being presented “After-the Fact” due to Collier County receiving the Amendment on June 13, 2025, to be
effective on the last day the Amendment is signed by both parties. Pursuant to CMA #5330, the County Manager is
authorized to sign the amendment. The County Manager signed the amendment on June 30, 2025. The amendment is
being presented for Board ratification. Collier County, as the Lead Agency, is responsible for responding to seniors’
needs and managing the spending authority for the Federal and State Funded Services for Seniors programs.
This item is consistent with the Collier County strategic plan objective by improving access to health wellness and
human services.
FISCAL IMPACT: Budget Amendments are required to recognize additional grant revenue in the amount of
$1,054,633.49 for the FY25 Older American Act Title III Grant program funded by DOEA. The budget amendments
will increase the funding by $126,840.86 in Title III-B Project (33928), by $436,308.08 in Title C1 Congregate Meals
Project (33929), by $269,614.95 in Title C2 Home Delivered Meals Project (33930), and by $221,869.60 in Title III-E
Project (33931).
Funding currently resides in Human Services Grant Fund (1837) Project 33928(III-B); 33929 (C1); 33930 (C2); 33931
(III-E), and 33932 (NSIP).
The local match will increase by $117,181.50. This match increase will be met through estimated vendor match
contributions. The NSIP program does not require match. Matching funds are available through carry forward
(Reserves) in Human Services Grant Fund (1837). There is no impact to the (General Fund 0001).
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact associated with this Item.
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, raises no legal issues and
requires a majority vote for approval. -JAK
RECOMMENDATIONS: To approve an After the Fact First Amendment (#HA025.203.25.01) to the FY25 Older
Americans Act Title III Agreement with the Area Agency on Aging of Southwest Florida, Inc., for Services for Seniors,
reflecting an increase of $1,054,633.49 for a revised total grant award amount of $2,658,905.69, and to authorize the
necessary Budget Amendments. (Human Services Grant Fund 1837)
PREPARED BY: David R. Schwartz, Grants Coordinator I, Community & Human Services Division
ATTACHMENTS:
1. HA025 Collier 203 MM Signed FE
2. Amendment one - BCC and Area Agency of Agiing for Southwest Florida Inc FE 7 10 25
3. FY25 OA3B 33928 BA
4. FY25 OA3E 33931 BA
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8/12/2025
Item # 16.D.6
ID# 2025-2500
5. FY25 OAC1 33929 BA
6. FY25 OAC2 33930 BA
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(January 2025 - December 2025)HA025 203
56. Official Pavee and Re Dresentatiyes (Names, Addresscs. and T eleDhonc Nu mbers ):
57. AII Terms and Co nd itions I ncluded:
This contract and its Attachments I - XVII. including any exhibits referenced in said attachments, together with any
documents incorporated by reference. contain all the terms and conditions agreed upon by lhe Parties. There are no
provisions, terms, conditions, or obligations other than those contained herein, and this contract shall supersede all
previous communications, representations, or agreements. either written or verbal. between the Parties.
By signing this contract, the Parties agree that they have read and agree to the entire contract.
IN WITNESS WHEREOF, the Parties hereto have caused this one-hundred and three ( 103) page contract to be executed
by their undersigned officials as duly authorized.
CONTRACTOR:
COLLIER COUNTY BOARD OF COUNTY
CONIMISS NEITS
mf.qpdlg$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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January 1,2025- Decernber 31, 2025 HA025.203.25.0 t
AMENDMENT ONE
BETWEEN
COLLIER COUNTY IiOARD OF COUNTY COMMISSIONERS
AND
AREA AGENCY ON AGING FOR SOUTTIWEST FLORIDA, INC.
This Amendment, entered into between Collier County Board ofCounty Commissioners and Area Agency on Aging for
Southwest Florida, lnc. (Contractor), hercby amends contract HA025.203.25.
WHEREAS, the purpose ofthis Amendment is to extend fhe contract amount with the Carryforward funds from 2023-2024
in the amount of$ 1,054,633.49.
NOW THEREFORE, in consideration ofthe mutual covenants and obligations set fonh herein, the receipt
and sufficiency of which are hereby acknowledged, the Parties agree to the following:
l. Standad Contract Page I is hereby replaced.
2. Attach[rent I, Stalenlent of Work pages 2 to 25, is hereby replaced.
3. Attachment ll, Exhibit 2 - Funding Summary is hereby leplaced.
All plovisions in the contract and any attachments thereto in conflict with this Amendment shall be and are hereby changed
to conform to this Amendment.
All provlsions not in conflict with this Amendment are still in effect and are to be perfonned at the level spccified in the
cor'rtIact.
This Amendment and all its attachments are hereby made part ofthe contract.
IN WITNESS THEREOF, the Parties have caused this twenty-eight (28) pages Amendment to be executed by
their officials as duly authorized, and agree to abide by lhe terms, conditions and provisions of Contmct
HA025.203.25, as amended. This Amendmenl is effective on the last date the Amendment has been signed by both
Parties.
Fedcral Tax ID: 59-6000558
Fiscal Year Ending Date:09/30
DUNS:076997790 End lcgality
oL
o
COLLIER COUNTY BOARD OF COUNTY
COMMISSIONERS.
AREA ACENCY ON AGING FOR
SOUTHWEST FLORI DA, INC.
srcNr)D)(.uw SIGNED:
NAME' A-y $,t"r.on NAME:
County ManagerTITLE:TITLD:
txlwlz{DATtr:DAT[:
I
Jeffrcy County Attomey
07.08.25
Maricela Morado
President and CEO
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