Agenda 09/09/2025 Item #16D 5 (Three after-the-fact agreements and corresponding attestation statements between Collier County and the Area Agency on Aging for Southwest Florida, Inc)9/9/2025
Item # 16.D.5
ID# 2025-2693
Executive Summary
Recommendation to approve three after-the-fact agreements and corresponding attestation statements between Collier
County and the Area Agency on Aging for Southwest Florida, Inc., for the Community Care for the Elderly (#HC025),
Alzheimer’s Disease Initiative (#HZ025), and Home Care for the Elderly (#HH025) grant programs, with Collier County
serving as the Lead Agency for the provision of services under these grants and authorize the necessary Budget
Amendments in the amount of ($13,043.00) to reflect a decrease from the estimated funding. (Human Services Grant
Fund 1837)
OBJECTIVE: To provide uninterrupted support services to Collier County Services for Seniors (CCSS) Program’s
elderly clients; and support the Quality of Place focus area of the Collier County Strategic Plan by supporting access to
health, wellness, and human services.
CONSIDERATIONS: The Community and Human Services (CHS) Division’s CCSS program has been providing
support to Collier County’s frail and elderly citizens for over (30) years through the Community Care for the Elderly
(CCE), Alzheimer’s Disease Initiative (ADI), and Home Care for the Elderly (HCE) grant programs. These grants are
funded by the Florida Department of Elder Affairs (DOEA), through the Area Agency on Aging for Southwest Florida
Inc. (AAASWFL). 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.
On June 24, 2025 (Agenda Item #16.D.4), the Board approved the estimated funding for FY2025-2026 for CCE, ADI, &
HCE to prevent disruption in services and ensure compliance with the grant service agreement requirements. Current
funding awards for these programs ended on June 30, 2025. Historically, CCSS receives the continuation funding award
from the grantor agency during the latter part of June or early July for the upcoming grant cycle. AAASWFL sent CCSS
the new grant agreements on July 28, 2025.
Through the newly awarded agreements, AAASWFL has provided funding for CCE, ADI, and HCE for the grant
awards as shown in the chart below for the Fiscal Year 2025 through 2026. AAASWFL agrees to pay for contracted
services up to the amount of $1,310,549 for the CCE program, up to $1,113,360 for the ADI program, and up to $81,870
for the HCE Program. The overall funding will allow CCSS to provide case management and services based on current
and projected program needs. The CCE grant requires a corresponding local match of $117,913. This match increase
will be met through estimated vendor match contribution.
CCSS is responsible for the collection of client co-payments for the CCE and ADI Grants. Budget Amendments include
estimated co-payment goals for CCE and ADI based on prior State Revenue goals, used to support the programs. The
CCE co-payments are used to offset the local match requirements.
The following table is a breakdown of the projected award budget:
FY25-26
Program Project
Number
Estimated
Budget
Estimated Co-
Pay Budget
Estimated
Cash
Match*
Total SAP Budget Estimated
Vendor Match*
Community
Care for the
Elderly (CCE)*
33940 $1,265,500 $7,704 $20,000 $1,293,204 $112,907
Alzheimer’s
Disease
Initiative
(ADI)*
33939 $1,169,300 $10,082 $0 $1,179,382 $0.00
Home Care for
the Elderly
(HCE) Basic
Subsidy**
33941 $84,022 $0 $0 $84,022 $0.00
Page 1169 of 2661
9/9/2025
Item # 16.D.5
ID# 2025-2693
Total 2025-
2026
$2,518,822 $17,786 $20,000 $2,556,608 $112,907
*Match amount equals the award divided by .9, then multiplied by10%, per Federal and State calculation
requirements.
The following table is a breakdown of the actual award budget:
Variance
between
projected
and
requested
funding:
Program Project
Number
Award
Variance
Co-Pay
Budget
Variance
Cash Match
Variance
Increase/
Decrease
Vendor Match
Variance
Community
Care for the
Elderly (CCE)
33940 $45,049 $0 $0 $45,049 $5,005
Alzheimer’s
Disease
Initiative (ADI)
33939 ($55,940) $0 $0 ($55,940) $0.00
Home Care for
the Elderly
(HCE) Basic
Subsidy
33941 ($2,152) $0 $0 ($2,152) $0.00
Total 2025-
2026
($13,043) $0 $0 ($13,043) $5,005
AAASWFL routinely sends CCSS grant agreements 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 agreements
for CCE, ADI, & HCE are being presented after-the-fact because Collier County received the grant agreements on July
10, 2025, with an effective contract date of the last day the contract had been signed by both parties.
The County Manager signed the grant agreements on July 31, 2025, pursuant to CMA #5330. The agreements are being
presented for Board ratification.
Support the Quality of Place focus area of the Collier County Strategic Plan by supporting access to health, wellness,
and human services.
Program Project
Number
Actual FY25-
26 Award
Estimated
Co-Pay
Budget
Estimated
Cash Match
Total SAP
Budget
Estimated
Vendor Match
Community
Care for the
Elderly (CCE)
33940 $1,310,549 $7,704 $20,000 $1,338,253 $117,913
Alzheimer’s
Disease
Initiative (ADI)
33939 $1,113,360 $10,082 $0 $1,123,442 $0.00
Home Care for
the Elderly
(HCE) Basic
Subsidy
33941 $81,870 $0 $0 $81,870 $0.00
Total 2025-
2026
$2,505,779 $17,786 $20,000 $2,543,565 $117,913
FISCAL IMPACT: Budget Amendments are required to recognize a reduction in grant revenue in the amount of
$13,043 for the FY25-26 DOEA Grant Programs. The Budget Amendments will increase funding by $45,049 in the
CCE Project (33940), decrease funding by $55,940 in the ADI Project (33939), and decrease funding by $2,152 in the
HCE Project (33941).
Page 1170 of 2661
9/9/2025
Item # 16.D.5
ID# 2025-2693
Funding currently resides in Human Services Grant Fund (1837) Project 33940 (CCE); Project 33939 (ADI); Project
33941 (HCE); 33627 (CCE Co-Pays); and 33625 (ADI Co-Pays).
The CCE Grant has a local match requirement of ten percent (10%). The CCE increase of $45,049 results in a match
increase of $5,005 that will be met through vendor match contributions. ADI and HCE do not have matching
requirements.
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact associated with this Item.
LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires majority vote for
Board approval. – CLD
RECOMMENDATIONS: To approve three after-the-fact agreements and corresponding attestation statements
between Collier County and the Area Agency on Aging for Southwest Florida, Inc., for the Community Care for the
Elderly (#HC025), Alzheimer’s Disease Initiative (#HZ025), and Home Care for the Elderly (#HH025) grant programs,
with Collier County serving as the Lead Agency for the provision of services under these grants and authorize the
necessary Budget Amendments in the amount of $13,043.00 to reflect a decrease from the estimated funding. (Human
Services Grant Fund 1837).
PREPARED BY: David R. Schwartz, Grants Coordinator I, Community & Human Services Division
ATTACHMENTS:
1. Signed Memo AP KS ADI CCE HCE 2025
2. HZ025 ADI Signed CM Fully Executed
3. HC025 CCE Signed CM Fully Executed
4. HH025 HCE Signed CM Fully Executed
5. FY25-26 BA ADI HZ025 Award Variance
6. FY25-26 BA CCE HC025 Award Variance
7. FY25-26 BA HCE HH025 Award Variance
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il.
The Contractor name, as shown on page I ofthis contract,
and mailing address ofthe olficial payee to whom the
payment shall be made is:
Collier County Board ofCounty Commrssroners
3339 E. Tamiami Trail, Building H
Naples, FL 34112
b.The name ofthe contact person and street address where
financial and administrative records are maintained is:
Kristi Sonntag, Dircctor
Collier County Board of County Commissioners
Community and Human Service
3339 E. Tamiami Trail, Building H
Naples, FL 341 12
c.
The name, address, and telephone number olthe
representative of the Contractor responsible for
administration ofthe program underthis contract is
Kristi Sonntag, Director
Collier County Board oICounty Commissioners
Community and Human Service
3339 E. Tamiami Trail, Building H
Naples, FL 341l2
(l
The section and location within the AAASWFL where
Requests for Payment and Receipt and Expenditure
forms are 1o be mailed is:
Fiscal@AAASWFL.org
c.
The name, address, email. and telephone number ofthe
Contract Manager for this contract is:
Nga Cotter, CPA for Fiscal
(Nga.Cotter(@AAASWFL.org)
Sarah Gualco for hogram
(Sarah.Gualco@AAASWF L.org)
2830 Winkler Ave., Suite I 12
Fort Myers, FL 33916
Afler the execution ofthis Contract, the party making any changes in representatives (names, addresses, telephone numbers)
must notiry the other party in writing ofsuch change and such changes shall not require a formal amendment to the Contract.
I17,025
58. All Terms and Conditions Included:
This contract and its Attachments I - XVIll, including any exhibits referenced in said attachments, together with any
documents incorporated by reference, contain all the terms and conditions agreed upon by the 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 1o the entire contract
IN WITNESS WHEREOF, the Parties hereto have caused this sixty-five (65) page contract to be executed by their
undersigned officials as duly authorized.
CONTRACTOR:
COLLIER COUNTY BOARD O['COT]NTY
COMNIISSIONEITS
SIGNED BY:
NA M I]:
TITt,Ii:
DATI]
AREA AGENCY ON AGING FOR
SOUTHWEST FLORIDA. INC.
NAME: Maricela Morando
'I lTLIl: Presidcnt and CEO
DATI]:
Approvcd as to fomr and legal sufficiency. subject only to tull
and proper execution b1 the Parties.
APpmvcd as to form ord legality
Page 16 of65 Assislant County Atlomcy CAO
(July 2025 - June 2026)
57. Official Pavee and Reoresentatives (Names. Addresses. and Teleohone Numbers):
Federal Tax ID: 59-6000558
DI INS: 076997790
SIGNIiI) BY:
07.31.25
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il.
The Contraclor name, as shown on page I ofthis contract,
and mailing address ofthe official payee to whom the
paymenl shall be made is:
h.The name ofthe contact person and street address where
financial and administrative records are maintained is:
Kristi Sonntag, Director
Collier Counry Board ofCounty Commissioners
Community and Human Service
3339 E. Tamiami Trail, Building H
Naples, FL 341 12
c.
The name, address, and telephone number ofthe
representalive of the Contractor responsible for
administration ofthe program under this contract is:
Kristi Sonntag, Director
Collier Counry Board ofCounty Commissioners
Community and Human Service
3339 E. Tamiami Trail, Building H
Naples, FL 34112
(1.
The section and location within the AAASWIL where
Requests for Payment and Receipt and Expenditure
forms are to be mailed is:
Fiscal@AAA SWFL.org
c.The name, address, email, and telephone number ofthe
Contract Manager for this contract is:
Nga Cotter, CPA for l'iscal
(Nga.Cotter@AAASWIL.org)
Sarah Gualco for Program
(Sarah.Gualco@AAASWF L.org
2830 Winkler Ave., Suite I l2
Fort Myers, FL 33916
After the execution ofthis Contract, the party making any changes in representatives (names, addresses, telephone
numbers) must notiry the other party in writing ofsuch change and such changes shall not require a formal amendment
to the Contract.
HCO25
58. All Terms and Conditions Inclutlctl:
This contract and its Attachments I - XVI, including any exhibits referenced in said attachments, together with any
documents incorporated by reference, contain all the terms and conditions agreed upon by the 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 lhis sixly-three (63) page contract to be executed by their
undersigned officials as duly authorized.
CONTRACTOR:
COLLIER COT]NTY BOARD OF COUNTY
COMMISSIONERS
SIGNED BY:
NAME ,t1 n
I'ITLE:((
DATE: 1 23
Federal Tax ID: 59-6000558
DUNS: 076997790
AREA AGENCY ON AGING FOR
SOUTHWEST FLORIDA, INC.
SIGNED BY
NAME: Maricela Morando
TIl'LE: hesident and CEO
DAl ti
Approved as to form and legal sufficiency, subject only to full
and proper execution by the Parties.
Approvcd as to form and lcgality
Page l6 of63 Assistsnt Attomcy CAC
(July 2025 - June 2026)
57. Official Pavee and Representatives (Names, Addresses. and Tclephone Numbcrs):
Collier County Board ofCounty Commissioners
3339 E. Tamiami Trail, Building H
Naples, FL 34112
07.31.25
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(.luly 2025 - June 2026)
57. Official Payee and Reprcsentatives (Names, Addresses, and Telephone Numbers):
HIl025
lt.
The Contractor name, as shown on page I ofthis
conlract, and mailing address ofthe official payee to
whom lhe paymcnl shallbe made is:
Collier County Board ofCounty Commrssroners
3339 E. TamiamiTrail, Building H
Naples, FL 341 l2
b.
The name ofthe contact person and streel address
where financial and administrative records are
maintained is:
Kristi Sonntag, Director
Collier County Board ofCounty Commlssioners
Community and Human Service
3339 E. TamiamiTrail, Building Il
Naples, FL 341 l2
Kristi Sonntag, Director
Collier County Board ofCounty Commissioners
Communiry and Human Service
3339 E. Tamiami Trail, Building H
Naples, FL 341 l2
d
The section and location within the AAASWFL where
Requesls for Payment and Receipt and Expenditure
forms are to be emailed is:
Fiscal@AAASWF-t..org
c.
The name, address, email, and telephone numbcr ofthe
Corrtract Manager for lhis contract is:
Nga Cotter, CPA for Fiscal
(Nga.Cotter@AAAS WFL.org)
Sarah Gualco for Program
(Sarah.Gualco@-AAA S WFL.org
2830 Winkler Ave., Suite I l2
Fort Myers, FL 33916
After the execution ofthis Contract, the party making any changes in representatives (names, addresses, telephone
numbers) must notify the other party in writing ofsuch change and such changes shall not require a lormal amendment
to the Contract.
58. All Terms and Conditions lncluded:
This contract and its Attachments I XVI, including any exhibits referenced in said attachments, together wilh any
documents incorporated by reference, contain all the terms and conditions agreed upon by the 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 wriften or verbal, between the Parties.
By signing this contract, the Parties agree thal they have read and agree to the entire contract.
IN WITNESS WHEREOF, the Parties hereto have caused this sixty-two (62) page contract to be executed by their
undersigned officials as duly authorized.
CONTRACTOR:
COLLIER COUNTY BOARD OF COUNTY
COMMISSIONERS
SIGNED I]Y:
NA ME:
AREA A(;ENCY oN AGINC FOR
SOUTHWEST FI,ORIDA. I NC.
SIGNEI) BY
NAMU: Maricela Morando
'f lTLE: I'resident ard CEO
Approved as to form and legal sufliciency, subject only to full
and proper execution by the Parties.
Approvcd as to form and lcgality
b
DATE:
F'ederal Tax ID: 595000558
DUNS: 076997790
Assislanl County Attomcy CAO
The name, address, and telephone number ofthe
representative of the Contractor responsible for
administration ofthe program under this contract is:
,I'ITLE:
DATE:
Page l6 of62
07.31.25
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