Backup Documents 02/10/2026 Item #16D 2 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP • �
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 2non c
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 Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. NAME David R Schwartz Community and Human DS 2/5/2026
Services
2. County Attorney Office— County Attorney Office
2/IOjZ(o
3. BCC Office Board of County
Commissioners 1te7/5' 241
4. Minutes and Records Clerk of Court's Office n n l �43
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 David R. Schwartz Phone Number 239-252-4899
Contact/ Department
Agenda Date Item was 2.10.26 Agenda Item Number 16.D.2
Approved by the BCC
Type of Document MEMORANDUM OF UNDERSTANDING Number of Original 1
Attached (MOU) 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 DS
2. Does the document need to be sent to another agency for additional signatures? If yes, DS
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 DS
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 DS
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 DS
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 DS
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip DS
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 on above date and all changes made during N/A is not
the meeting have been incorporated in the attached document. The County C(JJ an option for
Attorney's Office has reviewed the changes,if applicable. this line.
9. Initials of attorney verifying that the attached document is the version approved by the N/A is not
BCC,all changes directed by the BCC have been made,and the document is ready for the CUD an option for
Chairman's signature. _ this line.
16 02
MEMORANDUM OF UNDERSTANDING (MOU) BETWEEN
COMMUNITY AND HUMAN SERVICES (CHS) DIVISION AND THE
AGRICULTURAL AND LABOR PROGRAM, INC.
Low Income Home Energy Assistance Program (LIHEAP) and
Emergency Home Energy Assistance Program (EHEAP)
THIS ME RANDUM OF UNDERSTANDING (MOU) is made and entered into this day
to of ilw4W-, 2026,_by and between Collier County Community and Human Services
Division (CHS), located at 3339 Tamiami Trail East, Suite 213, Naples, FL 34112 and The
Agricultural and Labor Program, Inc., (ALPI) private non-profit organization having its
principal office at 300 Lynchburg Road, Lake Alfred, FL 33850. hereinafter referred to as "The
Parties."
WHEREAS The Collier County Community and Human Services Division entered into
an Emergency Home Energy Assistance Program (EHEAP)Agreement with the Area Agency
on Aging of Southwest Florida. Inc. (AAASWI'L); and
WHEREAS,this MOU sets forth the mutually beneficial relationship between ALP!, and
the Low Income Home Energy Assistance Program (LIHEAP) provider for Collier County;
and
WHEREAS,this MOU encourages coordination actions on behalfofconsumers who are
eligible EHEAP/LIHEAP assistance;and
WHEREAS, CHS and ALPI are setting forth the responsibilities and obligations of each
in the undertaking of this MOU.
NOW, THEREFORE, in consideration of the mutual benefits contained herein, it is
agreed by the Parties as follows:
PART I - SCOPE OF WORK
The Parties shall, in a satisfactory and proper manner and consistent with any standards
required as a condition of providing LIHEAP/EHEAP assistance as provided herein perform
the tasks necessary to conduct the program as follows:
Program Name: Low Income Home Energy Assistance Program (1...IHEAP) Emergency
Home Energy Assistance Program (EHEAP)
Program Component One: Develop a positive relationship
between CHS and ALPI that encourages coordination and focuses
on providing the needed services to Collier County residents at the
time the home energy costs arc incurred.
Program Component Two: Coordinate services to prevent the
duplication of benefits to consumers.
Page I
CA()
16 02
Program Component Three: Make efforts to increase the quality of
services provided to elderly participants.
Program Component Four: Make referrals, as necessary, between
CHS and ALPI to ensure that crisis assistance is provided to clients with
the highest home energy needs and the lowest household income where
there are insufficient funds. When funds are not available or are
insufficient to meet the emergency needs of a client,CHS and ALPI agree
to accept an application for crisis benefits from clients who may have
initiated services with the other Party.
Program Component Five: Plan and coordinate advertising, or hosting,
of events. when possible, that will make the community, especially low-
income rural areas, aware of available funds and services.
Program Component Six: Coordinate services with Florida Commerce
- Weatherization Assistance Program for potential consumers living in
the service area.
Program Component Seven: Implement a plan that permits an
immediate response. upon request. for verification that a household has
not received LIHEAP/EHEAP crisis benefits.
1.1 SPECIAL CONDITIONS
A. Training: The Parties will share information concerning training and
staff-development conducted on a local, state, and national level.
B. 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 he entitled to
language assistance in order to receive a particular service, benefit, or
encounter. CHS and ALPI agree to take reasonable steps to ensure
meaningful access by LEP persons to services of the LIFTEANEHEAP
programs. 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 to include bilingual employees or
volunteers for outreach and intake activities; contracting with a
telephone line interpreter service; etc.
1.2 PROGRAM DETAILS
Page I 2
A. Program Tasks
16 024
CHS and ALPI will accomplish the following project tasks:
1. CHS and ALPI will maintain and provide to the other party, as
requested, beneficiary income certification documentation; and
2. Participate in planning meetings designed to enhance the delivery
of services to clients facing home energy crisis situations; and
3. Identify Lead Program Manager; and
4. Ensure Section 504/ADA accessibility: and
5. Provide and/or participate in Fraud training in coordination with
ALP!
1.3 PERIOD OF PERFORMANCE
This MOU supersedes all prior MOU's and shall begin on October 1, 2025,
and end on January 1, 2027, unless terminated earlier in accordance with
provisions of Paragraph 3.8, Defaults, Remedies. and Termination.
1.4 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. Either party may change the address to which
notices are to be sent to it by giving written notice of such change to the other
party in the manner herein provided for giving notice. Any notice, request,
instruction, or other document 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.
CHS:
ATTENTION: Grant Coordinator 1 Collier County Government
Community and human Services Division 3339 Tamiami Trail East. .
Suite 213
Naples, Florida 34112
Email:
Telephone: (239) 252-2271
ALP!:
ATTENTION: Arlene Dobison, CEO
The Agricultural and Labor Program, Inc.
300 Lynchburg Road
Lake Alfred, FL 33850
Page 3
('AG
6 0 2
Email: ADobison@ALPI.ORG
PART II - GENERAL REQUIREMENTS
2.1 RECORDS AND DOCUMENTATION
ALPI shall maintain sufficient records to determine compliance with the
requirements of this MOU, the 1.1HEAP/EHEAP Programs, and all other
applicable laws and regulations. This documentation shall include, but is not
limited to the following:
A. All records required by 1.111EAP/EllEAP regulations.
B. Public records that ordinarily and necessarily would be required by
CHS in order to perform the service.
C. ALM shall make available to CHS at any time,upon reasonable request,
all reports. plans, information, documents, books, records, and other
data procedures developed, prepared, assembled, or completed by
ALPI for this MOU.
D. All program, financial, and property records, supporting documents,
statistical reports and other documentation pertaining to this MOU will
he retained for a period of six years after termination of the MM.].
Disposal of records after the six-year retention period will be in
accordance with state and federal policies and the CHS records
retention policy.
IF ALPI HAS QUESTIONS REGARDING THE APPLICATION OF
CHAPTER 119, FLORIDA STATUTES, TO ALPI's DUTY TO
PROVIDE PUBLIC RECORDS RELATING TO THIS MOU, IT
SHALL CONTACT ANGEL BATES, THE CUSTODIAN OF
PUBLIC RECORDS, AT 239-252-2679, EMAIL ADDRESS AT
angelhatesfekolliercountvfl.gov, LOCATED AT 3299 TAMIAMI
TRAIL EAST, NAPLES, FL 34112,
E. ALP! is responsible for the creation and maintenance of income eligible
tiles on clients served, and documentation that all households are
eligible under the approved LIHEAP/EHEAP Department of Health
and Human Services poverty Income Guidelines.
2.2 PREVENTION OF FRAUD, WASTE, AND ABUSE
ALPI shall establish, maintain, and utilize internal systems and procedures
sufficient to prevent, detect, and correct incidents of fraud, waste, and abuse
Page 4
CAO
1 6 0 21
in the performance of this MOU, and provide proper and effective
management of all Program activities of the MOU. This includes the
provision of fraud and abuse training, as needed, by ALPI to its staff. ALM
internal control systems and all transactions and other significant events shall
be clearly documented, and the documentation shall be readily available for
monitoring by CHS.
In accordance with Local. State and Federal Laws, ALPI shall provide CHS
with complete access to all of its records. employees, and agents for the
purpose of monitoring or investigating the performance of the MOU. ALPI
shall fully cooperate with CI S's efforts to detect, investigate, and prevent
fraud, waste, and abuse.
ALPI may not discriminate against any employee or other person who reports
a violation of the terms of this MOU, or any law or regulation, to CHS orally
appropriate law enforcement authority, if the report is made in good faith.
2.3 DUPLICATION OF BENEFITS
The Parties will coordinate services provided to clients to prevent duplication
of benefits for the LIHEAP/EHEAP program.
PART III - TERMS AND CONDITIONS
3.1. AMENDMENTS
CHS and ALPI may amend this MOU at any time, provided that such
amendments make specific reference to this MOU and are executed in writing,
signed by a duly authorized representative of each organization,and approved
by the Collier County Board of County Commissioners (Board). Such
amendments shall not invalidate this MOU, nor relieve or release CHS or
ALPI from its obligations under this MOU.
ClS may, in its discretion, amend this MOU to conform with Federal, State.
or Local governmental guidelines, policies, or other reasons. If' such
amendments result in a change in the scope of services or schedule of the
activities to be undertaken as part of this MOU, such modifications will be
incorporated only by written amendment signed by both CHS and ALPI.
3.2 CIVIL RIGHTS COMPLIANCE
The Parties agree that no person shall be excluded from the benefits of or be
subjected to discrimination under any activity carried out by the performance
of this MOU based on race, color, disability, national origin, religion, age,
Page 5
Ci\
1 6 O24
familial status, or sex. Upon receipt of evidence of such discrimination, CUS
shall have the right to terminate this MOU.
3.3 CONFLICT OF INTEREST
ALP! agrees that it will comply with all provisions of 24 CFR 570.6 l
"Conflict of Interest" 2 CFR 200.318, and the State and County statutes.
regulations, ordinances, or resolutions governing conflicts of interest. Any
possible conflict of interest on the part of AL.PI, its employees, or its
contractors shall be disclosed in writing to CHS provided, however, that this
paragraph shall be interpreted in such a manner so as not to unreasonably
impede the statutory requirement that maximum opportunity be provided for
employment °land participation of low- and moderate -income residents of'
the project target area.
3.4 INCIDENT REPORTING
If ALPI provides services to clients under this MOU, ALPI and any
subcontractors shall report to CHS knowledge or reasonable suspicion of
abuse, neglect, or exploitation of a child, aged person, or disabled person.
During the term of this Agreement. ALPI must report to CHS in writing,
within one business day of receiving notification, any substantial.
controversial, or newsworthy incidents. The Collier County Incident Report
Form shall be used to report all such incidents.
3.5 SEVERABILITY
Should any provision of the MOU be determined unenforceable or invalid.
such determination shall not affect the validity or enforceability of any other
section or part thereof.
3.6 MISCELLANEOUS
Al.P1 and CUS each hind itself, its partners, successors, legal representatives,
and assigns of such other party in respect to all covenants of this MOU.
ALPI understands that client information collected under this MOU is private and
the use or disclosure of such information, when not directly connected with the
administration of CHS' or responsibilities with respect to services
provided under this MOU, is prohibited unless written consent is obtained from
such person receiving service and. in case of a minor, that of a responsible
parent/guardian.
The section headings and subheadings contained in this MOU are included for
convenience only and shall not limit nor otherwise affect the terns of this
Page 1 6
1602
MOU.
All activities authorized by this MOU shall be subject to and performed in
accordance with the provisions of the terms and conditions of the MOU
between CHS, the Regulations, all applicable Federal, State, and Local laws,
ordinances, regulations, orders, and guidelines.
Electronic Signatures. This MOU. and related documents entered into in
connection with this MOIL are signed when a party's signature is delivered by
facsimile, e-mail, or any other electronic medium. These signatures must he
treated in all respects as having the same force and effect as original
signatures.
3.7 WAIVER
CHS' failure to act with respect to a breach by ALP' does not waive its right
to act with respect to subsequent or similar breaches. The CHS' failure to
exercise or enforce any right or provision shall not constitute a waiver of such
right or provision.
3.8 Termination of Agreement
This MOU may be terminated for convenience by either the COUNTY or
ALPI, in whole or in part, by setting forth the reasons for such termination,
the effective date, and in the case of partial terminations, the portion to be
terminated.
The following actions or inactions by ALPI shall constitute a Default under
this MOU:
A. Failure to comply with any of the rules, regulations, or provisions
referred to herein; or such statutes, regulations, executive orders, policies.
or directives as may become applicable at any time.
B. Failure, for any reason, to fulfill its obligations under this MOU in a
timely and proper manner.
C. Submission of any false LIHEAP certification,
D. Failure to materially comply with any terms of this MOU.
E. Failure to materially comply with the terms of any other agreement
between the COUNTY and ALPI relating to the project.
In the event of any default by ALPI under this MOU, the COUNTY may
seek any combination of one or more of the following remedies):
A. Require specific performance of the MOtJ in whole or in part.
B. Terminate this MOU by giving written notice to ALPI specifying the
effective date of such termination. if the MOU is terminated by the
Page 7
1602
COUNTY. as provided herein. AI.PI shall have no claim of benefit for an)
incomplete project activities undertaken under this MOU. if applicable.
PART IV-GENERAL PROVISIONS
In addition to the terms contained herein, this MOU shall be governed by:
4.1. 1,I11EAP Manual - FL PolicvManual 2023.pdf, or the I.IHEAP Funder's most
recent Policy and/or Procedures manual(s).
4.2 DOEA Handbook - DOEA Programs & Services Handbook - Alliance for
Aging
4.3 If applicable, the following provisions shall also apply:
(a) Equal Employment Opportunity
(b) Byrd Anti-Lobbying Amendment
(c) Procurement of Recovered Materials
(d) Debarment and Suspension clauses
(e) Statements confirming that the vendor is not listed on the Florida discriminatory
vendor list, as required by section 287.135, F.S.
(f) The Age Discrimination Act of 1975,as amended (42 U.S.C. 6101, et seq.; 45 CFR
Part 90)
(g) Purchase of American-Made Equipment and Products(Public Law 103-333 §507)
The signature page for this document is located on the next page
Pace 8
16 02
IN WITNESS WHEREOF, the ALPI and CUB. 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:
BOARD OF COUNTY
COMMISSIONERS. COLLIER
;`, {' COUNTY LORIDA
Art,61,e,,P;i;20 1-�
Deputy ClerK
'NR* Dan Kowal, Chairman
Attest as to Chairman's
,,. .a signature only
z fro/Oifc
As to ALPI:
The AGRICULTURAL and LABOR
P GRAprporated
Arlene Dobison,CEO
Date: (t2212(p
Page