2nd Modification 09/19/2007
MEMORANDUM
To: Deb Barsell, Director
Community Services Division
Attn: Sandy Molina
From: Isabel DeSantis, Deputy Clerk ~
Date: September 25, 2007
-~~~~~---~---------~------------~
At the BOCC meeting of September 19, 2007 the BOCC granted approval and authorized
execution ofthe following item:
Increased funding for the Low Income Home Energy Assistance Program Federally
Funded Sub Grant Agreement Number 07EA-6J-II-54-01 019 between Monroe County
Board of County Commissioners and the State of Florida, Department of Community
Affairs for the provision of funds to pay electric bills for low income clients.
Attached hereto are four (4) duplicate originals of the subject document for your
handling. Please be sure that the sets stamped Monroe County Clerk's Office Original
and Monroe County Finance Department's Original are returned to my attention as
quickly as possible. Should you have any questions concerning this matter, please do not
hesitate to contact my office.
Cc: County Attorney
Financ<;( w/o doc.
File ../
.
DEPARTMENT
"Dedicated to making Florida a better place to call home"
STATE OF FLORIDA
OF COMMUNITY
AFFAIRS
CHARLIE CRIST
GOl/ernor
THOMAS G. PELHAM
Secretary
MEMORANDUM
TO: Low Income Home Energy Assistance Program Recipients
FROM: f~paula Lemmo, Community Program Manager
Community Assistance Section
DATE:
July 26,2007
SUBJECT:
Low Income Energy Assistance Program (LIHEAP) Modifications to Incorporate
Increase in Base Allocation, Leveraging Funds and Carryover Funds
This memorandum addresses the modification of your current Low Income Home Energy
Assistance Program agreement. The enclosed modification will incorporate your agency's share
of the LIHEAP increased base allocation and applicable leveraging funds.
LIHEAP leveraging funds are awarded competitively to the state from and in addition to the
LIHEAP state grant award. These funds are allotted based on the dollars the local LIHEAP agencies
generate to provide non-federal utility bill assistance and other energy conservation dollars to LIHEAP
eligible households. These additional LIHEAP dollars are then distributed to those agencies that have
reported leveraged funds during the previous year. To utilize these funds fully they must be
expended before the end of your contract. Leveraging funds can only be used for direct client
assistance, and cannot be used for administrative or outreach costs. The total amount of"FY
2006 Leveraging Funds" given on the Modification of Agreement page must be included on lines
8,9 and 10 of the Revised Attachment J, Budget Summary and Workplan. Separate tracking and
reporting of these funds from the regular LIHEAP allocation is mandatory in order to meet federal
reporting requirements.
Leveraging participation and reporting information will soon go out for this year. I encourage
you to participate in this project in order to increase your leveraging funding for next year.
2555 SHUMARD OAK BOULEVARD
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TALLAHASSEE. FL 32,399-2100
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cm.~MUNiTY PLANNING
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AREAS OF CRiTICAL. STATE '::C/;CERN fiElD OFFICE
Pr,:re J~ 229-'::.lC::
HOUSING AND '::CMMUNlTY DEVEL.OPMENT
P"'cre E'50--:e8-;9~r,'~~COM 278- ~9~e
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Memorandum
July 26, 2007
Page Two
The modification must be submitted to the Department as soon as possible. In all cases, three
modification packages with original signatures must be mailed to:
Ms. Hilda Frazier, Planning Manager
Department of Community Affairs
Division of Housing and Community Development
Community Assistance Section
2555 Shumard Oak Boulevard
Tallahassee, Florida 32399-2100
With the execution of this modification you will be able to expend funds up to the total face
value of the contract. If you have any questions, please contact your financial specialist at
(850) 488-7541.
PUhc/sl
Enclosure
MOD# 002
MODIFICATION OF AGREEMENT
BETWEEN
FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS
AND
Monroe County Board of Countv Commissioners
This Modification is made and entered into by and between the State of Florida,
Department of Community Affairs, ("Department"), Monroe County Board of Countv
Commissioners the ("Recipient") to modify DCA Contract Number 07EA-6J-II-54-01-
019 ("Agreement").
WHEREAS, the Department and the Recipient have entered into the Agreement,
pursuant to which the Department has provided a grant to the Recipient under the Low-
Income Home Energy Assistance Program (LIHEAP) of$97.516 and
WHEREAS, the Department and the Recipient desire to modify the Agreement.
NOW, THEREFORE, in consideration of the mutual promises of the parties
contained herein, the parties agree as follows:
t. Paragraph (17)(a) Funding/Consideration is hereby modified to read as
follows:
This is a cost-reimbursement Agreement. The Recipient shall be reimbursed
for costs incurred in the satisfactory performance of work hereunder in an
amount not to exceed $113.240 subject to the availability of funds and
appropriate budget authority. This revised contract amount includes:
I. $97,516
2. +$15,724
3. +$ 0
FY 2007-2008 LIHEAP contract allocation
Increase in Base Allocation
FY 2006 Leveraging Funds
2. Attachment I, Recipient Information, is hereby deleted in its entirety and
replaced with Amended Attachment I.
3. Attachment J, Budget Summary and Workplan, is hereby deleted in its
entirety and replaced with Amended Attachment 1.
4. Attachment K, Budget Detail, is hereby deleted in its entirety and replaced
with Amended Attachment K.
5. Attachment L. Multi-County Fund Distribution, is hereby deleted in its
entirety and replaced with Amended Attachment L.
6. All provisions of the Agreement being modified and any attachments thereto in
conflict with this Modification shall be and are hereby changed to conform with this
Modification, effective as of the date of the last execution of this Modification by
both parties.
7. All provisions not in conflict with this Modification remain in full force and effect,
and are to be performed at the level specified in the Agreement.
IN WIlNESS WHEREOF, the parties hereto have executed this document as of the dates
set out herein.
RECIPIENT
Monro€. Co
STATE OF FLORIDA
DEPARTMENT OF C
rn1. 5siOYlelS
----------
Date:
~ario ~haro M~YrTI
(Type ame and Title)
Date:
9/rQ/o7
.
59- t.,Ooo"T49
Federal Identification Number
MONROE COUNTY ATTORNEY
AP ROVED AS TO FORM:
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LIHEAP
ATTACHMENT I -- RECIPIENT INFORMATION
r
FEDERAL YEAR: --.QL.. CONTRACT PERIOD: Date of Slanina to March 31. 2008
DATE RECEIVED:
FOR DCA USE ONLY
REVISION(S) RECEIVED:
I
I
DCA CONSULTANT:
I.
RECIPIENT CATEGORY:
{ } Non-Profit { X} Local Government { } State Agency
II.
COUNTIES TO BE SERVED WITH THESE FUNDS:
Monroe
III. GENERAL ADMINISTRATIVE INFORMATION
a. Recipient: _Monroe County Board of County Commissioners
b. Executive Director or Chief Administrator:_Deb Barsell
c Recipient Address: _1100 Simonton Street
City: _Key West ,FL Zip Code: _33040
Telephone: (305) _292-4510 Fax: (305) _292-4417
County: _Monroe_ E-mail Address: _barsell-debbie@monroecounty-fl.gov_
d. Mailing Address (if different from above):
,FL Zip Code:
e. Chief Elected Official (Local Governments) or President/Chairman (for corporations):
Name:_Mario 01 Gennaro
Title: _Mayor
Home or business address and telephone number other than Recipient's address:
_490 63"' Street
_Marathon ,FL Zip Code: _33050_ Telephone ( )
f. Official to Receive State Warrant: Name: _Danny Kolhage
Title: _Clerk of Court
Mailing Address: _500 Whitehead Street
Key West ,FL Zip Code: _33040_
g. Recipient Contacts:
(1) Program: Name _Sheryl Graham_ Title: Compliance Manager
Mailing Address: _1100 Simonton Street_1-202
_Key West ,FL Zip Code: _33040
Telephone: (305) _292-4592_ Fax: (305) _305-295-4361_
Cell: ( )_-Mail Address: graham04heryl@monroecounty-fl.gov
(2) Fiscal: Name _Danny Kolhage_ Title _Clerk of Court
Mailing Address: _500 Whitehead Street
_Key West ,FL Zip Code: _33040
Telephone: (305) _292-3560 Fax: (305) _295-3660
Cell: ( ) E-Mail Address:dkolhage@monroe-clerk.com
h. Person(s) authorized to sign reports: Sheryl Graham; Deb Barsell; Valerena Candy
IV.
AUDIT
Recipient Fiscal Year: _October
to _September_
Audit is due nine months from the end of the recipient's fiscal year: _June
Rev. 08/10/07 for Budget Modification
43
LlHEAP
AMENDED A TT ACHMENT J
BUDGET SUMMARY AND WORKPLAN
RECIPIENT: Monroe County Board of County Commissioners
I. BUDGET SUMMARY
A.
B.
Last
Approved
Budget
Amount
C.
Adjustments
to Approved
Budget
(Optional)
D.
Increase
in Base
Allocation
LlHEAP FUNDS ONLY
l. TOTAL FUNDS (No Leveraging)
15,724.
97.516.
ADMINISTRATIVE EXPENSE (C<l12G cannot exceed 8% of Cell IG)
2. Salaries including Fringe; Rent, Utilities, Travel,
Other
OUTREACH EXPENSE (CeIl3G cannot exceed Cell I E minus Cell 2E times .15)
7,313.
o
1.746.
3. Salaries including Fringe; Rent, Utilities, Travel,
Other
o
o
o
DIRECT CLIENT ASSISTANCE
4. Home Energy Assistance
(Cell 4G must be at least 25% of Cell 10)
--------------------------------------------------
26,330.
o
13,713.
E.
Column
B+C+D
F.
Leveraging
113,240.
o
40,043.
-
~
~
~
61,873.
o
----------- -------------- ------------ ----------
61,873.
5. Crisis Payments
-6.--w-.a:ii;~;Reia;;diSupply-Sh;;rtii,,-(C~IC6(r;;;-uSi-b,,_--
atleast 2% of Cell IG)
7. Subtotal Direct Client Assistance (Lines 4+5+6)
o
----------- -------------- ------------ ----------
2,000.
o
265.
90,203.
o
13,978.
LEVERAGING FUNDS ONL Y
8. Home Energy Assistance
--------------------------------------------------
9. Crisis Assistance
10. TOTAL LEVERAGING (Lines 8+9)
11. GRAND TOTALS
II. DIRECT CLIENT ASSISTANCE WORKPLAN
Type of Assistance
Estimated # of Households
Estimated Cost
Per
Household
Previous
Amended
2,265.
104,181.
o
G.
TOTAL
Modified
Bndget
113,240.00
9,059.00
o
40,043.00
61,873.00
2,265.00
104,181.00
------------- --------------
o
o
o
o
Estimated Expenditures.
o
o
113,240.00
lIHK-\P (Direct ('lient Assistaoce)
_~Q~4~_!;.!!!_r.:G!____________~__________________________ Jl!.__~_____________ ~!.t!.:2~~_________ _!_~~~__________________ _~~..l!~~.:Q9.._______h_____~__________________________~
--~!"j!~~-------~-----------------~---------------------------- _!1~_____~______~______ -.!_?~~?!i_____ _________ __~_~~~_________________ 61_._~7l:~_________________________________________
Weather RelatedlSu Iy Shorta e 8 9.06 250.00 2,265.00
TOTAL 359 452.79 104,ISl.oo
levera in Funds
__!!!!.l!I_~_~!!!!lU'___________
Crisis
~----------------- --~-------------------------
o
o
TOT\!.
Q---------------------------
o
o
I Estimated Expenditures equals the Amended Estimated # of Households times Estimated Cost Per Household. Amount must agree with the corresponding line in
Column G above.
L1HEAP
ATTACHMENT K
III. ADMINISTRATIVE AND OUTREACH EXPENSE BUDGET DETAIL (Lines 2-3)
Line Item EXPENDITURE DETAIL LIHEAP FUNDS
Number (Round up line items to dollars. Do not use cents and
decimals in totals)
Administrative Expenses:
Salary 2,000.00
Travel 300.00
Other:
1. Phone/Postage 523.00
2. Rental/Copy 2,290.00
3. Maintenance Agreement 2,500.00
4. Printing and Binding 300.00
5. Office Supplies 550.00
6. Operating Supplies 596.00
2. Total Administrative Expenses 9,059.00 9,059.00
3. Total Outreach Expenses -0- -0-
4. Home Energy Assistance 40,043.00
5. Crisis Assistance 61,873.00
6. Weather Related/Supply Shortage 2,265.00
7. Total Direct Client Assistance 104,181.00
11. Grand Total 113,240.00
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