Backup Documents 10/25/2016 Item #16D 2 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIl 60 2
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
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 Count Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Priscilla Doria Community & Human Services 'OD /D/da//(p
2. County Attorney Office cC;v6 tO j a 1- Ii c.
3. BCC Office Board of County Commissioners 'V>TV.
�/47 1 okat.k\
4. Minutes and Record Clerk of Court's Office
-PM (o(2 JIb 3:214 phi
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 Priscilla Doria, Grant/Coordinator Phone Number 239-252-531
Contact/ Department Community and Hu an Services
Agenda Date Item was October 25, 2016 Agenda Item Number 16.D.2
Approved by the BCC
Type of Document Amendment#11-CASL Subrecipient Number of Original 3
Attached Agreement Documents Attached
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? 54a i 6 IC N
2. Does the document need to be sent to another agency for additional signatures? h
If yes, NA
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
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 NA
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 ctaD
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 Q /�
signature and initials are required. T V
7. In most cases(some contracts are an exception),the original document and this routing slip
should be provided to the County Attorney Office at the time the item is input into SIRE. i)c
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 1 #'
the meeting have been incorporated in the attached document. The County
Attorney's Office has reviewed the changes,if applicable
9. Initials of attorney verifying that the attached document is the version approved by the °
BCC, all changes directed by the BCC have been made, and the document is ready for t•• Ai, spas
Chairman's signature.
I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised 2.24.05;Revised 11/30/12
16D 2
MEMORANDUM
Date: October 28, 2016
To: Priscilla Doria, Grants Coordinator
Community & Human Services
From: Martha Vergara, Deputy Clerk
Minutes & Records Department
Re: Amendment #1 to CASL Subrecipient Agreement
(Rental Acquisition)
Community Assisted & Supported Living, Inc.
dba Renaissance Manor
Attached are two (2) originals of the document referenced above, (Item #16D2)
approved by the Board of County Commissioners on Tuesday, October 25, 2016.
The third original document has been held in our department for the
Board's Official Record.
If you have questions, please feel free to call me at 252-7240.
Thank you
Attachment
1613 2
Grant- SHIP FY 2014-2015/2015-2016
Activity: - Rental Acquisition
Subrecipient: - Community Assisted
and Supported Living,Inc. D.B.A.
Renaissance Manor
DUNS #- 940621519
CSFA# - 52.901
FIRST AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY
AND
COMMUNITY ASSISTED AND SUPPORTED LIVING,INC.
D.B.A. RENAISSANCE MANOR
THIS AGREEMENT is made and entered into this as day of 0(It be.K. , 2016,
by and between Collier County, a political subdivision of the State of Florida, ("COUNTY" or
Grantee") having its principal address as 3339 E. Tamiami Trail, Suite 211, Naples FL 34112, and
Community Assisted and Supported Living, Inc. D.B.A. Renaissance Manor, a private not-for-
profit corporation existing under the laws of the State of Florida, having its principal office 1693
Main Street, Suite A, Sarasota,FL 34236 ("SUBRECIPIENT").
WHEREAS, on June 28, 2016, Item 16D17, the County entered into an Agreement with
Subrecipient to acquire two properties with State Housing Initiatives Partnership Program (SHIP)
funds.
WHEREAS, the Parties desire to amend the Agreement to increase the Fiscal Year 2015-
2016 funding to $300,000 for a total project award of$600,000.
WHEREAS, agreement has been revised to update county staff contact information, adjust
the number of SHIP assisted units by income category and clarify income determination by
household.
NOW, THEREFORE, in consideration of the mutual promises and covenants herein
contained, it is agreed by the Parties as follows:
Words Struck-Through are deleted; Words Underlined are added
Page 1 of 5
0
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V. AGREEMENT AMOUNT
It is expressly agreed and understood that the total amount to be disbursed by the COUNTY
for the use by the SPONSOR SUBRECIPIENT during the term of the Agreement shall not
exceed FOUR HUNDRED TWELVE THOUSAND FIVE HUNDRED ($112,500). SIX
HUNDRED THOUSAND DOLLARS ($600,000)
The budget identified for the Project shall be as follows
Line Item Description SHIP Funds
Project Component One: Acquisition of two rental $/112,500
property properties. (Maximum is $300,000 per $600,000
property.)
TOTAL $400-$600,000
VI. 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: Raynesha Hudnell,
Priscilla Doria, Grant Coordinator
Collier County Government
Community and Human Services
3339 E Tamiami Trial, Suite 211
Naples, Florida 34112
Email to: RayneshaHudnell@Colliergov.net
Email: PriscillaDoria@colliergov.net
Phone: 239-252-5312
SUBRECIPIENT ATTENTION: Scott Eller, CEO
Community Assisted and Supported Living, Inc. D.B.A
Renaissance Manor
1401 16th Street
Sarasota, FL 34236
Email to: Scott.Eller@Renaissancemanor.org
Page 2 of 5
160 2
EXHIBIT B
RENTAL ACQUISTION PROJECT REQUIREMENTS
RENTAL ACQUISITION ONLY
The Project is to be developed as affordable residential rental housing in accordance with the
SHIP Program and the Collier County LHAP FY 2013-2016. The SPONSOR shall perform the
following activity under this agreement:
a) Acquire rental property
1) Affordability of SHIP -Assisted Units: For the duration of the Affordability Period
(15 years), as defined in the Note and Mortgage/Land Use Restriction Agreement (LURA) of even
date, a minimum of 4 units in the Project shall be SHIP-Assisted units.
All SHIP-Assisted units in the Project shall be fixed and rented or held available for rental on
a continuous basis to persons or families who, at the commencement of occupancy shall have a
verified annual income that does not exceed 80% of the Area Median Income (AMI), as defined by
the Department of Housing and Urban Development (HUD) and Florida Housing Finance
Corporation. Rents on these units shall be restricted to the SHIP Program rent limits. Maximum
eligible income and rent limits are revised annually and are available from the COUNTY.
The SPONSOR covenants that all of the units will be rented to income-eligible tenants as
defined by the Department of Housing and Urban Development (HUD). Income Limits will be
restrictive to in accordance to HUD income limits for a minimum affordability period of fifteen (15)
years from the. All units carry rent and occupancy restrictions until June 1, 2031, which remain in
force regardless of transfer of ownership. SHIP-Assisted units shall be reserved for and rented to
households which qualify for the following:
SHIP-Assisted Units According to Income Limits
Income Limits Number SHIP-Assisted Units
30% Extremely Low 4-
50% -Very
50% -Very Low 4-2
80% - Low 2
Total of Units (Minimum) 4
*Units divided into income category according to SHIP-Assisted units under affordability
period.
A households income will be determined by the number of persons listed on each executed
lease agreement When units are occupied by two (2) applicants (roommates) ach applicant's income
.. - 9- .- a a---- . Both applicants portion of rent combined The combined rent of each tenant
of a single unit cannot exceed the SHIP Program rent limits.
Page 3 of 5
. 160 2
This Agreement incorporates, by reference, terms and conditions described in the Mortgage
and Note of even date and any other agreements enforcing the SHIP requirements associated with
said Mortgage and Note. The budget for the Project is estimated to be ($412,500) (FOUR
• ! :. . .. - ! .. .. - ! , ._ ! ! _ _ ' _ ($600,000) (SIX
HUNDRED THOUSAND DOLLARS is provided by the COUNTY through the SHIP
PROGRAM. Project acquisition will commence and be completed as defined and set forth in the
affordable housing development schedule incorporated by reference. In no event will acquisition be
completed later than 120 days from the date of this agreement. Acquisition will progress in
accordance with the deliverable schedule submitted by the SPONSOR to obtain financing.
* * *
EXHIBIT C
BUDGET NARRATIVE
RENTAL ACQUISITION PROGRAM
The total SHIP allocation to the SPONSOR for the Rental Acquisition/Rehabilitation, Program Agreement
award shall not exceed FOUR HUNDRED TWELVE THOUSAND FIVE DOLLARS ($412,500). SIX
HUNDRED THOUSAND DOLLARS ($600,000).
Sources for these funds are as follows:
Fiscal Year Rental RAquisitionl
2014-2015 $300,000.00 $300,000.00
2015-2016 $112,500.00$300,000.00 $112,500.00
Total Funds $4 00.-00-$600,000.00 X0.00
Uses of these funds are as follows:
Funds shall be disbursed in the following manner for the following uses:
1. Acquisition expenditure shall not exceed$300,000 per property acquired.
2. Funds will be disbursed via wire transfer at the time of closing.
* * *
**Remainder of page intentionally left blank. Signature page to follow. **
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IN WITNESS WHEREOF,the SUBRECIPIENT and the COUNTY,have each,respectively,by an
authorized person or agent,hereunder set their hands and seals on the date first written above.
ATTEST:
DWIGHT E. BROCK, CLERK BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY,FLORIDA
Deput 4
mer 4By:
Donna Fiala, CHAIRMAN I b ia511 t/
Attest as to Chairman's
signature" nly.
Zol
Dated: C1 C4,-r �
(S AL)
Community Assisted and Supported Living, Inc.
D.B.A. Renaissance Manor
By: /
o' Eller, C.E.O.
Approved as to form and legality:
lk
Jennifer A. Belpedio
Assistant County Attorney
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