Backup Documents 06/08/2021 Item #16D10 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16 010
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 County Attomey Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Lisa N. Carr Community and Human Lnc 6/8/2021
Services ��
2. Jennifer Belpedio County Attorney Office c _OLS2 (P\a l _\
3. BCC Office Board of County
Commissioners ( .""$
4. Minutes and Records Clerk of Courts Office
0-1,1-2)
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 Lisa N. Carr/CHS Phone Number 252-2339
Contact/Department
Agenda Date Item was 06/8/2021 Agenda Item Number 16.D.10
Approved by the BCC
Type of Document SHIP First Amendment with HELP for Number of Original
Attached SHIP Purchase Assistance Documents Attached 3
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? Silt!),KAQ (-)1/ LNC
2. Does the document need to be sent to another agency for additional signatures.] 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 LNC
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 LNC
document or the fmal negotiated contract date whichever is applicable.
6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's LNC
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip NA
should be provided to the County Attorney Office at the time the item is input into SIRE.
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 06/8/2021 and all changes made during the N/A is not
meeting have been incorporated in the attached document. The County Attorney's Ca�J n option for
Office has reviewed the changes,if applicable. f
9. Initials of attorney verifying that the attached document is the version approved by the 2N/Aof
BCC, all changes directed by the BCC have been made,and the document is ready for t•- n for
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
16 010
MEMORANDUM
Date: June 11, 2021
To: Lisa Carr, Grant Coordinator
Community and Human Services
From: Martha Vergara, Sr. Deputy Clerk
Minutes & Records Department
Re: SHIP First Amendment with HELP for SHIP Purchase
Assistance
Housing Development Corporation of SW Florida, Inc. d/b/a
HELP
Attached are two (2) originals of the document referenced above,
(Item #16D10) approved by the Board of County Commissioners on
Tuesday, June 8, 2021.
An original has been kept by the Minutes and Record's Department for the
Board's Official Record.
If you have any questions, please feel free to contact me at 252-7240.
Thank you
Attachment
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Grant - SHIP FY 2017-2018, and
2018/2019
LHAP Strategy: Purchase Assistance
SPONSOR: Housing Development
Corporation of SW Florida, Inc. d/b/a
HELP
CSFA #: 5240.901
DUNS #: 830181330
FEIN: 38-3695928
FISCAL YEAR: July 1-June 30th
AGREEMENT#: SHIP DPA-001
MONITORING: Annually thro gh unc
30, 2021 September 30, 2021
FIRST AMENDMENT TO AGREEMENT BETWEEN COLLIER COUNTY
AND
HOUSING DEVELOPMENT CORPORATION OF SW FLORIDA, INC. DB/A HELP
THIS AMENDMENT is made and entered into this o day of Ji vYlC� ,
2021, 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 Housing Development Corporation of SW Florida,Inc.d/b/a HELP,hereinafter referred
to as"SPONSOR",a non-profit existing under the laws of the State of Florida,having its principal
office 3200 Bailey Lane, Suite 109, Naples , FL 34105.
WITNESSETH
WHEREAS, the Fiscal Year 2016-2019 Local Housing Assistance Plan, as amended, was
adopted by the Board of County Commissioners on April 26, 2016, Resolution No. 2016-75 and
further amended: and
WHEREAS, on October 8, 2019, Agenda Item 16.D.2, the County entered into an
Agreement with Housing Development Corporation of SW Florida, Inc. d/b/a HELP,to administer
the State Housing Initiatives Partnership (SHIP) Purchase Assistance Program; and
WHEREAS, the Parties wish to amend the Agreement to decrease the award amount to
$7,000.00, revise the budget narrative, revise the number of assisted homeowners and revise
project component#1 to reflect sponsor assistance fee of$1,000 per homeowner assisted.
NOW, THEREFORE, in consideration of the mutual promises and covenants contained
herein, the parties hereto agree to amend the Agreement as set forth below.
Words Strut Through are deleted; Words Underlined are added
1 ks.At
16D1a
V. AGREEMENT AMOUNT
It is expressly agreed and understood that the total amount to be disbursed by the COUNTY
to for the use by the SPONSOR during the term of the Agreement shall not exceed TWO
SEVEN THOUSAND
DOLLARS ($7,000.00). This program is designed to provide funds on behalf of income
qualified homebuyers residing in Collier County who have applied for purchase assistance
through the SPONSOR to receive the SHIP program funding. The COUNTY agrees to
make available funding and issue payment for qualified homebuyers. The SPONSOR will
receive $1,000.00 for each homeowner assisted who complete the purchase of a home.
The budget identified for the Project shall be as follows:
Line Item Description SHIP Funds
Project Component One: Delivery of a total of Eight $192,200.00
Seven SHIP Income Qualiifie c. + f hic i-ac
least four ('1) two (2) must be 50.01 80.0% AMI. The $ 7,000.00
remaining four('1) f ( ) may be up to 120.0% AMI
Sponsor Assistance: The Sponsor will income qualify
homeowners and assist them in securing financing for
the purchase of a home. For each qualified applicant file,
the Sponsor will be paid $1,000.
Project Component Two: Project Delivery on all $ 7,800.00
completed and closed applications. (a.) Submission of
Closing Statement and (b.) Income Certification for each
homeowner served.
$200,000.00
$ 7,000.00
TOTAL
EXHIBIT "B"
PURCHASE ASSISTANCE PROJECT REQUIREMENTS
I. This Project is to provide Purchase Assistance to qualified Collier County residents utilizing
SHIP Purchase Assistance funds under the Collier County LHAP FY2016-2019.
The Sponsor homeowner shall use funding for down payment and/or closing costs, settlement
charges, and project delivery on an approved primary residence purchase transaction.
SPONSOR will serve in an advisory role and receive $1,000 per assisted file for the program
2
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and complete the following tasks:
* * *
III. SPONSOR must provide at least_ (1)two (2) Low Income homebuyers (80% of AMI),
with the remainder remaining five (5) households may qualify as of the funding is to be
distributed to amongst Very Low (50% of AMI), Low (80% of AMI), and Moderate Income
(120% of AMI) homebuyers.
* * *
EXHIBIT "C"
BUDGET NARRATIVE
PURCHASE ASSISTANCE PROGRAM
The total SHIP allocation to the SPONSOR for the Purchase Assistance Program shall not
exceed SEVEN THOUSAND
DOLLARS AND 00/100 ($7,000.00).
Sources for these funds are as follows:
Fiscal Year Mortgage Project Total
Assistance Delivery
Program Payment
Amount
*2017-2018 $4 089.00 $120,100.00
$0.00 $0.00 $0.00
+2018/2019 $ 76,100.00 $3 800.00 $ 79,900.00
$ 0.00 $7,000.00 $7,000.00
Total Funds $I92,200.-00 $-74O0.00 $200,000.-00
$0.00 $7,000.00 $7,000.00
*expenditure deadline June 30, 2020
+expenditure deadline June 30, 2021
EXHIBIT C CONTINUED ON NEXT PAGE
3
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Uses of these funds are as follows:
Income Purchase y Payment Applicant Award Amounts
Category Assistance Amount per Income Limit
Amount (as funding is available)
Very Low $49,000.00 $1,000.00 $50,000.00
Low Income $29,000.00 $1,000.00 $30,000.00
Moderate $19,050.00 $950.00 $20,000.00
$19,000.00 $1,000.00
Funds shall be disbursed in the following manner for the following uses as grantfunds are
available:
1. Total expenditure shall not exceed $200,000.00 $7,000.00 for this contract.
IN WITNESS WHEREOF, the SPONSOR and the COUNTY, have each respectively, by
authorized person or agent, hereunder set their hands and seals on the date first written above.
ATTEST: BOARD OF C TY COMMISSIONERS OF
CRYSTAL K. KINZEL, CLERK COLLIER C , FLORIDA
By:
.e ty PE Y TAYL , CHAIRP SON
Attest as to Chaff man'S .~ �6 r \
signature oily`, Date:
HOUSING DEVELOPMENT CORPORATION OF
Dated: '1OnC_, l ate ' SW FLORIDA, INC. D/B/A HELP
(SEAL)
By: AA--4- 1•A---N
MICHAEL PUCHALLA, EXECUTIVE DIRECTOR
Date: ic)- +(c)-e��
Approved as to form and legality:
Jennifer . Belpedio
Assistant County Attorney Cj
Date: G \ Q1 0 1/4
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4 "°`