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94HA-37-11-54-01-003 ' 1 y C 9 ` 00 • L;LILITOUT GRANT AGREEMENT Grant Agreement Number 94HA 37 - 11 - - - 003 Award Amount 5262.500.00 ELDERLY HOMEOWNER REHABILITATION PROGRAM This Agreement is entered into by the Department of Community Affairs, hereinafter referred to as the "Department ", and Monroe County hereinafter referred to as the "Sponsor ". THIS AGREEMENT IS ENTERED INTO BASED ON THE FOLLOWING FACTS: Whereas, the Department of Community Affairs has established the Elderly Homeowner Rehabilitation Program, pursuant to Chapter 420, Part III, Fla. Stat. (1991). Whereas the Sponsor has demonstrated a need to provide • substantial rehabilitation to homes owned by elderly low- income or very low- income citizens within the corporate Sponsor's jurisdiction. Whereas, the Sponsor is an eligible local government as defined in the Housing Predevelopment and Elderly Homeowner Rehabilitation Assistance Act. Whereas, the Sponsor is willing and able to sponsor housing rehabilitation for low- income or very low- income elderly homeowners. NOW, THEREFORE, in consideration of the mutual understanding and terms hereinafter set forth, the Department and Sponsor do mutually agree as follows: (1) SCOPE OF WORK The Sponsor shall furnish the necessary personnel, material, services and facilities (except as otherwise provided herein), and shall otherwise do all things necessary for or incident to the performance of work as set forth in the Scope of Services, Work Plan and Program Budget attached hereto as Attachments A and B. (2) LAWS, RULES AND REGULATIONS A. The Sponsor Agrees: 1. To expend funds awarded as a result of this grant for the purposes set forth herein, and in accordance with all applicable Program regulations, Rules and Sponser's Application for the Elderly Homeowner Rehabilitation Program, and in accordance with all applicable laws, regulations, policies and procedures of this state. 2. That all contracts and third -party agreements entered into by the Sponsor in furtherance of this Agreement shall be in furtherance of and conformance with, the purposes set forth . in the Housing Predevelopment and Elderly Homeowner Page 1 of 11 r Rehabilitation Assistance Act, Attachments A and B of this Agreement, and Florida Administrative Code Rule Chapter 9B -49. 3. To comply with all applicable federal, state and local laws pertaining to wages and hours of employment. 4. Not to discriminate on account of race, sex, familial status, physical handicaps, religion, national origin or age; and to abide by all local, state, and federal regulations precluding such discrimination. 5. To abide by local, state and federal building and housing standards, zoning ordinances and other applicable local ordinances. 6. To allow the Department complete access to all records, books, reports and other necessary data required to accomplish audits, monitoring and program reviews. 7. That the Sponsor and its employees and other personnel will comply with the conflict of interest provisions contained in Sections 112.313 and 112.3135 Florida Statutes (1989) in the same manner as though the Sponsor and its employees were a public agency and public officers or employees. 8. To pay to the Elderly Homeowner Rehabilitation Program, in the event of breach of this Agreement, the specific amount of grant award funds directly affected by the breach, plus interest at the prevailing prime interest rate, plus court costs and attorney fees upon determination of appeal. 9. To make rehabilitation activities available only to qualified elderly low- income or very low- income persons. 10. To comply with all other federal, state and local laws, rules and regulations which apply to activities performed under this Agreement. 11. To be bound by the provisions included in the Standard Conditions attached to and incorporated by reference in this Agreement. B. The Department Agrees: 1. To furnish the Sponsor with a copy of new rules or amendments to existing rules. State rules as used in this Agreement shall mean rules promulgated by the Department pursuant to Chapter 120, Florida Statutes (1989). 2. To grant funds to the Sponsor, pursuant to Article (3), from the Elderly Homeowner Rehabilitation Program for satisfactory performance of activities and expenditure of funds described in Attachments A and B. (3) FUNDING A. The Sponsor shall be reimbursed for costs incurred in the satisfactory performance of work hereunder in an amount not -to- exceed $262,500.00. Page 2 of 11 The Sponsor may draw down funds in monthly increments to expedite rehabilitation activities. Justification documentation required by the Department must accompany each Request For Payment. B. The Sponsor shall submit requests for funds on forms approved by the Department and certified by the Sponsor's agent identified as having signatory power on the signature form approved by the Department. The Sponsor shall immediately notify the Department in writing of any change in agents. C. The Sponsor must establish accounting procedures acceptable to the Department and agrees to ensure that, generally, no more than twenty days will elapse between its receipt and its disbursement of funds from the Department, except that the Sponsor may maintain cash- on -hand in amounts of $5,000 or less for more than twenty days to meet daily cash needs. Escrow accounts are not subject to this requirement. D. Each request for funds shall be on a form approved and supplied by the Department, and shall be certified by an agent of the Sponsor who has been identified as having signatory power on the signature form received by the Department. E. No travel expenses are authorized under this Agreement unless directly related to rehabilitation activities and loan closing directly relating to administration of this program. No travel for training and technical assistance is permitted, and shall not be reimbursed by the Department. F. The Sponsor shall submit a closeout report following procedures approved by the Department within 30 days after termination of this Agreement. Any unused funds, including interest earned (remaining at the termination of this Agreement) shall revert to the Florida Elderly Housing Trust Fund and shall be due and payable on such date of termination and shall be paid no later than 60 days thereafter. G. The Sponsor agrees that the provision of funding under this Agreement shall not be construed as a guarantee of future or subsequent funding under the Elderly Homeowner Rehabilitation Program or any other program administered by the Department. (4) PROGRAM INCOME The Sponsor shall return to the Department any interest earned on the Elderly Homeowner Rehabilitation Program account. Any interest earned by the Sponsor on funds shall revert to the Florida Elderly Housing Trust Fund and be due and payable as stipulated under Article (3), Paragraph F of this Agreement. (5) PROCUREMENT STANDARDS The Sponsor shall comply with procurement standards as prescribed by the Department under Chapter 287, Florida Statutes (1989) applicable to the procurement of supplies, • equipment and services. (6) PROPERTY MANAGEMENT STANDARDS The Sponsor shall comply with uniform standards governing the utilization of property prescribed by the Department under applicable state laws. Page 3 of 11 (7) AUDIT A. Sponsor shall submit an audit of Agreement compliance. This audit will be performed by an independent Certified Public Accountant or other entity independent of the Sponsor or any Subgrantees in accordance with the standards of the Comptroller General as specified in the General Accounting Office Standards for Audit of Governmental Organizations, Programs, Activities and Functions, and generally accepted auditing standards established by the American Institute of Certified Public Accountants. The Agreement Number of this grant must be identified within the audit submitted. B. If the Sponsor chooses to perform a separate audit of this grant, it will be due sixty days after the Agreement termination date. C. An audit which covers any portion of the effective dates of this Agreement must be submitted within thirty days after its completion, but no later than seven months after the audit period. D. The Department may undertake such further or additional audits as determined necessary or appropriate including, but not limited to, past and current organization -wide audits. Such audits may be necessary to determine the adequacy, accuracy, and reliability of the Sponsor's internal controls, fiscal data, and management systems established to safeguard the Sponsor's assets and to ensure compliance with this Agreement. E. If an Agreement is closed out without an audit, the Department reserves the right to recover any disallowed costs identified in an audit completed after such closeout. (8) RECORDKEEPING A. The Sponsor shall maintain an accounting system with financial controls that are adequate to safeguard and identify monies from the Elderly Homeowner Rehabilitation Program. Elderly Homeowner Rehabilitation Program funds cannot be commingled with other funds. B. The Sponsor shall maintain financial and programmatic records relating to funds paid by the Elderly Homeowner Rehabilitation Program. C. The Sponsor shall retain all financial records, supporting documents, statistical records and any other documents pertinent to this Agreement for a period of three years after the termination date of this Agreement. However, if any litigation, claim or audit is started before the expiration of the three -year period and extends beyond the three -year period, the records will be maintained until all litigation, claims or audit findings involving the records have been resolved. Page 4 of 11 D. The Sponsor shall allow access to its records at reasonable times by the Department, its employees or agents. "Agents" shall include, but not be limited to, auditors retained by the Department. "Reasonable" shall be construed according to the circumstances but ordinarily shall mean during normal business hours of 8:00 a.m. to 5:00 p.m. on Monday through Friday. (9) REPORTS A. The Sponsor shall provide the Department with reports on programmatic activities and financial transactions on forms approved by the Department, for the specific periods, activities, and expenses, as stipulated under Article (3) Paragraphs B and D of this Agreement and this Section. B. The Sponsor acknowledges that failure to submit accurate and complete reports by the due date may result in suspension of funding, pending receipt of such delinquent report or correction of any inaccurate report or reports. C. The Sponsor shall provide, upon reasonable notice, such additional program reports or information as required by the Department. Failure to provide information requested by the Department may result in suspension of funding. D. The Sponsor shall submit programmatic reports on forms required and supplied by the Department. These reports shall reflect the expenditure of funds and the status of program activities as reflected in the original Grant Agreement. E. The closeout report is due 30 days after termination of this Agreement. F. Upon reasonable notice, the Sponsor shall provide such additional program updates or information as may be required by the Department. (10) MONITORING, EVALUATION AND TECHNICAL ASSISTANCE A. The Sponsor shall monitor closely its performance and this Agreement to insure that time schedules are bein met and that tasks proposed in Attachments A, B 011111106 to this Agreement and other performance goals are being achieved. B. The Department shall perform a minimum of one monitoring visit during the course of this Agreement. Additional monitoring and evaluation activities will be performed by the Department, within limitations of staff time and budget, as may be necessary to insure fiscal and program compliance and progress. C. The Sponsor shall allow the Department to carry out monitoring, evaluation and technical assistance, and shall assure the cooperation of its employees and contractors under third -party agreements during such activities. (11) LIABILITY The Sponsor shall be solely responsible to parties with whom it shall deal in carrying out the terms of this Agreement and shall hold the Department harmless against all claims of whatever nature by third -party contracts arising out of the performance of work under this Agreement. Page 5 of 11 (12) PERIOD OF AGREEMENT This Agreement shall begin upon the Department's date of signature and shall end 12 months thereafter unless terminated earlier in accordance with the provisions of Article (13) Paragraph B of this Agreement, or unless otherwise extended by the Department. The Sponsor has 30 days from the time the contract is received in which to execute the contract and return to the Department. If the contract is not executed and returned to the Department within 30 days from the time the contract is received by the Sponsor, the Department retains the right to refuse execution. (13) SUSPENSION OF TERMINATION OF FUNDS A. The Department may suspend payments to a Sponsor when the reports required in Article (9) Paragraph A and Article (9) Paragraph C of this Agreement are delinquent, or when a Sponsor has failed to comply with the terms and conditions of this Agreement. B. The Department may terminate this Agreement for cause upon such notice as is reasonable under the circumstance. Cause shall include, but not be limited to, misuse of funds; fraud; lack of compliance with the terms -and conditions of this Agreement, Application for Grant Assistance or applicable rules, laws and regulations; or failure to perform. C. Suspension or termination is an appealable action under Chapter 120, Florida Statutes (1989). Notification of suspension or termination shall include notice of appeal rights and time frames. D. The Department may request additional information from the Sponsor to determine the reasons for, or extent of non - compliance or lack of performance; issue a written warning advising that suspension or termination may be initiated if the non - completion or lack of performance is not remedied; advise the Sponsor to suspend, discontinue or not incur costs for activities in question, or; require the Sponsor to reimburse the Department for the amount of costs incurred for any items determined ineligible or misused. (14) AMENDMENTS A. The Department or the Sponsor may request amendments to this Agreement. Requests for an amendment by the Sponsor shall be in writing and shall be given in a timely manner to provide adequate time for departmental approval and processing. B. All requests for program amendments submitted to the Department shall include the following: 1. Copy of the current budget and proposed changes. 2. Detailed narrative description of the proposed changes and their effect upon the approved project and /or budget. 3. Back -up documentation necessary to justify the amendment. Page 6 of 11 4. Signature approval by the Sponsor's agent identified as having signatory power on the signature form received by the Department, on a form prescribed by the Department. C. Amendments shall be effective on the date of written execution by both parties. Page 7 of 11 .. • THIS AGREEMENT AND ITS ATTACHMENTS EMBODY THE ENTIRE AGREEMENT OF THE PARTIES. IN WITNESS WHEREOF, THE PARTIES HERETO HAVE DULY EXECUTED THIS AGREEMENT. STATE OF FLORIDA DEPART OF CO UNITY AFFAIRS BY „)1A.:___ °`.- J an Garcia, Jr., Di ctor ivision of Housing and Community Development DATE /�/0 /? 2, SPONSO' Signature) ACK LONDON, MAYOR /CHAIRMAN (Type Name and Title) DATE: NOVEMBER 10. 1993 59- 6000 -749 Federal Identification Number APPROVED AS TO FORM' AND A SU F1CIENCY. • rni I • Attornoy OF`;•,.. r % i ,t 4 (SEAL) ATTEST :' DANNY L. KOLHAGE BY! L LL b . ./ Y�A�/ DEPUTY CLERK Page 8 of 11 STANDARD CONDITIONS 1. The State of Florida's performance and obligation to pay under this agreement is contingent upon an annual appropriation by the Legislature. 2. Extension of an agreement for contractual services shall be in writing for a period not to exceed 6 months and shall be subject to the same terms and conditions set forth in the initial agreement. There shall be only one extension of the agreement unless the failure to meet the criteria set forth in the agreement for completion of the agreement is due to events beyond the control of the contractor. 3. All bills for fees or other compensation for services or expenses shall be submitted in detail sufficient for a proper preaudit and postaudit thereof. 4. If authorized by this agreement, all bills for any travel expenses shall be submitted in accordance with s. 112.061, Florida Statutes. 5. The Department of Community Affairs reserves the right to unilaterally cancel this agreement for refusal by the contractor to allow public access to all documents, papers letters, or other material subject to the provisions of Chapter 119, Florida Statutes, and made or received by the contractor in conjunction with the agreement. 6. EHR Program funds shall be used solely for direct rehabilitation costs, except that a local government receiving a grant of up to $150,000 may use up to 10 percent of the grant amount for program administrative costs related specifically to the rehabilitation activity. 7. The average unit cost for rehabilitation shall not exceed sixteen thousand ($16,000) per unit. Page 9 of 11 ATTACHMENT A SCOPE OF SERVICES: Monroe County agrees to perform and complete in a timely, expedient and satisfactory manner, all the tasks, activities, requirements and conditions necessary for or incidental to the performance of work to comply with all requirements stipulated under Fla. Admin. Code Rule Chapter 9B -49 (1989) in negotiating, developing and completing tasks and activities listed below for which funds in the amount of $262,000.00 under the Elderly Homeowner Rehabilitation Program are provided. 1. Prequalify applicants. 2. Rehabilitate at least 20 units of housing owned by qualified applicants before the termination of this agreement. Thirty percent (30 %) of the total units scheduled for rehabilitation will be completed within five (5) months from execution of this agreement an additional forty percent (40 %) will be completed within eight (8) months from the day of execution of this agreement (70 %) of the units will be completed within eight (8) months of the execution date, and all units (100 %) will be completed within twelve (12) months from the date of execution of this agreement. Page 10 of 11 it • ATTACHMENT B PROGRAM BUDGET Rehabilitation Expenses $262,500.00 Administrative Expenses $ -0- Total Funding $262,500.00 Page 11 of 11