Agenda 12/12/2017 Item #16D1712/12/2017
EXECUTIVE SUMMARY
Recommendation to ratify the administrative transfer and assumption of countywide affordable
housing impact fee deferrals from the developer, Habitat for Humanity, to forty -nine (49) owner
occupied, single family homeowners in the Legacy Lakes community under the authority set forth
in Section 74-401 of the Collier County Code of Ordinances.
OBJECTIVE: To support the affordability of housing in Collier County through the County Impact Fee
Deferral Program and complete the process of individual homebuyers assuming a 15-year impact fee
deferral on their new, affordable single-family homes.
CONSIDERATIONS: Pursuant to Section 74-401 of the Collier County Code of Ordinances the County
shall defer the payment of the impact fees for any new owner-occupied dwelling unit which qualifies as
affordable housing.
Section 74-401(3) of the Code authorizes the County Manager to enter into an impact fee deferral
agreement with the developer or owner. The deferred impact fees shall be a lien on the property and
the agreement shall be accepted by the County in lieu of prompt payment of the impact fee that
would otherwise then be due and payable but for the agreement. A developer may have up to 50 impact
fee deferrals in their organization’s name at one time. As the units are built and sold to income qualified
households, the impact fee deferral lien is transferred from the developer and assumed by the homebuyer.
In 2016 and 2017, Habitat for Humanity built homes in the Legacy Lakes subdivision. Forty-nine (49) of
these homes had affordable housing impact fee deferrals issued to Habitat for Humanity. These homes
have been sold to income-qualified, first-time homebuyers in accordance with the requirements of Sec.
74-401. At the time of closing, each of the 49 single family homebuyers signed a Lien Agreement for
Deferral of 100% of Collier County Impact Fees for Owner Occupied Affordable Housing Dwelling Units
and Release of Developer from Lien Agreement. In these agreements, the new property owner is
responsible to comply with the terms of the deferral and the former owner, Habitat for Humanity is no
longer responsible.
These deferred impact fees are a lien on the 49 homes and are required to be paid to the County in full
upon: a) the sale of the dwelling unit; b) the refinancing of the dwelling unit; c) a loss of the homestead
exemptions; or d) the first occurrence of any sale or transfer of any part of the affected real property. The
impact fees deferred for these individual homeowners is $16,430.16 per property as outlined in Exhibit B
attached to each lien agreement.
These 49 lien agreements have been signed by all parties and recorded with the Clerk of Courts in
accordance with the Affordable Housing Impact Fee Deferral program. The attached spreadsheet
identifies the 49 households assuming the lien agreements and the recording information.
Since the Lien Agreement for Deferral of 100% of Collier County Impact Fees for Owner Occupied
Affordable Housing Dwelling Units and Release of Developer from Lien Agreement has been executed
by the County in accordance with Section 74-401 of the Collier County Code of Ordinances Board
signature is not required.
FISCAL IMPACT: Collier County impact fees have been deferred in the amount of $16,430.16 on each
of the 49 homes for a total of $805,077.84. Upon future resale of individual properties, repayment of
county impact fees shall include any accrued interest computed at the rate of five percent per annum, but
in no event, shall the interest exceed 25 percent of the total impact fee amount.
12/12/2017
GROWTH MANAGEMENT IMPACT: Efforts are consistent and support the Housing Element of the
Collier County Growth Management Plan by providing housing assistance to very low- to moderate-
income residents of the community.
LEGAL CONSIDERATIONS: This item is approved for form and legality and majority vote. - JAB
RECOMMENDATION: To ratify the administrative transfer and assumption of countywide affordable
housing impact fee deferrals from the developer, Habitat for Humanity, to forty-nine (49) single family
homeowners in the Legacy Lakes community under the authority set forth in Section 74-401 of the Collier
County Code of Ordinances.
Prepared by: Susan Golden, Senior Grants and Housing Coordinator, Community and Human Services
Division
ATTACHMENT(S)
1. Legacy Lakes Impact Fee Deferrals Buyer Assumption 10252017 (XLSX)
12/12/2017
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.17
Doc ID: 4229
Item Summary: Recommendation to ratify the administrative transfer and assumption of
countywide affordable housing impact fee deferrals from the developer, Habitat for Humanity, to forty -
nine (49) owner occupied, single family homeowners in the Legacy Lakes community under the authority
set forth in Section 74-401 of the Collier County Code of Ordinances.
Meeting Date: 12/12/2017
Prepared by:
Title: – Community & Human Services
Name: Susan Golden
11/16/2017 5:14 PM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
11/16/2017 5:14 PM
Approved By:
Review:
Public Services Department Joshua Hammond Additional Reviewer Skipped 11/16/2017 8:36 PM
Public Services Department Kimberley Grant Additional Reviewer Completed 11/17/2017 9:44 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 11/20/2017 1:43 PM
Operations & Veteran Services Sean Callahan Additional Reviewer Completed 11/21/2017 10:04 AM
Community & Human Services Cormac Giblin Additional Reviewer Completed 11/27/2017 10:12 AM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 11/27/2017 10:17 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 11/28/2017 10:04 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 11/29/2017 10:56 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 11/29/2017 11:56 AM
Budget and Management Office Mark Isackson Additional Reviewer Completed 12/04/2017 10:30 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/06/2017 1:17 PM
County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 12/06/2017 1:32 PM
Board of County Commissioners MaryJo Brock Meeting Pending 12/12/2017 9:00 AM
LEGACY LAKES IMPACT FEE DEFERRALS DEVELOPER DEFERRALS ASSUMED BY BUYER
Lot #Folio #Address
Developer Deferral
Recorded OR PG
Date
Recorded Buyer's Name(s)Closing Date
Buyer's Assumption
Recorded OR PG
Date Assumption
Recorded
Amount
Deferred
1 54720000187 1965 Anderson Lane OR5270; PG2861 5/9/2019 Evans, Darrell & Tiffany 10/21/2016 OR5409 PG2299 6/27/2017 $16,430.16
3 54720000226 1957 Anderson Lane OR5270; PG2865 5/9/2016 Joseph & Lazard 12/21/2016 OR5398 PG3686 5/26/2017 $16,430.16
4 54720000242 1953 Anderson Lane OR5270; PG2869 5/9/2016 Perez & Calle 11/23/2016 OR5398 PG3690 5/26/2017 $16,430.16
5 54720000268 1949 Anderson Lane OR5270; PG2873 5/9/2016 Di Rienzo, Leonardo & Michelle 10/21/2016 OR5409 PG2303 6/27/2017 $16,430.16
6 54720000284 1945 Anderson Lane OR5270; PG2877 5/9/2016 Mireles, Juan & Lorena 10/21/2016 OR5409 PG2307 6/27/2017 $16,430.16
7 54720000307 1941 Anderson Lane OR5270; PG2881 5/9/2016 Mora, Gabriela 10/19/2016 OR5409 PG2311 6/27/2017 $16,430.16
8 54720000226 1937 Anderson Lane OR5270; PG2885 5/9/2016 Attilus, Gladys 10/19/2016 OR5398 PG3694 5/26/2017 $16,430.16
9 54720000349 1933 Anderson Lane OR5270; PG2889 5/9/2016 Germeil, Jeanne 10/19/2016 OR5409 PG2315 6/27/2017 $16,430.16
10 54720000365 1929 Anderson Lane OR5270; PG2893 5/9/2016 Monroy, Mayra 11/4/2016 OR5409 PG2319 6/27/2017 $16,430.16
11 54720000381 1925 Anderson Lane OR5270; PG2897 5/9/2016 Dang, Jessica 10/19/2016 OR5398 PG3698 5/26/2017 $16,430.16
12 54720000404 1921 Anderson Lane OR5270; PG2901 5/9/2016 Garcia, Febecita Hernandez 10/27/2016 OR5409 PG2323 6/27/2017 $16,430.16
13 54720000420 1917 Anderson Lane OR5270; PG2905 5/9/2016 Cetoute & Fleurissaint 10/27/2016 OR5409 PG2327 6/27/2017 $16,430.16
14 54720000446 1913 Anderson Lane OR5270; PG2909 5/9/2016 Herrera, Maria 11/22/2016 OR5409 PG2331 6/27/2017 $16,430.16
15 54720000462 1909 Anderson Lane OR5270; PG2913 5/9/2016 Ferro & Llevat 10/27/2016 OR5409 PG2335 6/27/2017 $16,430.16
16 54720000488 1905 Anderson Lane OR5270; PG2917 5/9/2016 Dorado & Serrano 12/21/2016 OR5409 PG2339 6/27/2017 $16,430.16
17 54720000501 1896 Frey Court OR5270; PG2921 5/9/2016 Lopez, Juan & Carla 11/23/2016 OR5416 PG2889 7/18/2017 $16,430.16
18 54720000527 1892 Frey Court OR5270; PG2925 5/9/2016 Saint Louis, Sydney 11/23/2016 OR5416 PG2893 7/18/2017 $16,430.16
19 54720000543 1888 Frey Court OR5270; PG2929 5/9/2016 Louis & Gelin 12/21/2016 OR5416 PG2897 7/18/2017 $16,430.16
20 54720000569 1884 Frey Court OR5270; PG2933 5/9/2016 Luma, Carline 12/21/2016 OR5416 PG2901 7/18/2017 $16,430.16
21 54720000585 1880 Frey Court OR5270; PG2937 5/9/2016 Chacon, Kimberlyn 11/23/2016 OR5416 PG2905 7/18/2017 $16,430.16
22 54720000608 1876 Frey Court OR5270; PG2941 5/9/2016 Izquiedo & Hernandez 12/21/2016 OR5416 PG2909 7/18/2017 $16,430.16
23 54720000624 1872 Frey Court OR5270; PG2945 5/9/2016 Luders & Khumalo 12/5/2016 OR5416 PG2913 7/18/2017 $16,430.16
24 54720000640 1868 Frey Court OR5270; PG2949 5/9/2016 Trenchs & Sanchez 12/21/2016 OR5416 PG2917 7/18/2017 $16,430.16
25 54720000666 1864 Frey Court OR5270; PG2953 5/9/2016 Scalora, Joanna 12/21/2016 OR5416 PG2921 7/18/2017 $16,430.16
26 54720000682 1860 Frey Court OR5270; PG2957 5/9/2016 Solis, Liset 12/21/2016 OR5416 PG2925 7/18/2017 $16,430.16
27 54720000705 1964 Anderson Lane OR5270; PG2961 5/9/2016 Senatus, Carl & Daphnee 5/30/2017 OR5416 PG2929 7/18/2017 $16,430.16
28 54720000721 1960 Anderson Lane OR5270; PG2965 5/9/2016 Fernandez, Julissa 6/20/2017 OR5416 PG2933 7/18/2017 $16,430.16
29 54720000747 1956 Anderson Lane OR5270; PG2969 5/9/2016 Contreras, Halda 5/10/2017 OR5416 PG2937 7/18/2017 $16,430.16
30 54720000763 1952 Anderson Lane OR5270; PG3430 5/9/2016 Charles, Narda 6/28/2017 OR5424 PG638 8/10/2017 $16,430.16
31 54720000789 1948 Anderson Lane OR5270; PG3434 5/9/2016 Represa, Oel & Carvajal, L 6/20/2017 OR5424 PG642 8/10/2017 $16,430.16
32 54720000802 1944 Anderson Lane OR5270; PG3438 5/9/2016 Egalite, Jean & Destina 5/30/2017 OR5424 PG646 8/10/2017 $16,430.16
33 54720000828 1940 Anderson Lane OR5270; PG3442 5/9/2016 Ceveus & Pharicien 6/20/2017 OR5424 PG650 8/10/2017 $16,430.16
34 54720000844 1936 Anderson Lane OR5270; PG3446 5/9/2016 Metellus & Bien Aime 6/8/2017 OR5424 PG654 8/10/2017 $16,430.16
35 54720000860 1932 Anderson Lane OR5270; PG3450 5/9/2016 Christophe & Antoine 5/4/2017 OR5424 PG658 8/10/2017 $16,430.16
36 54720000886 1928 Anderson Lane OR5270; PG3454 5/9/2016 Marcellin & Adeka 5/4/2017 OR5441 PG3292 10/20/2017 $16,430.16
37 54720000909 1924 Anderson Lane OR5270; PG3458 5/9/2016 Rodriguez & Bravo 4/28/2017 OR5424 PG662 8/10/2017 $16,430.16
38 54720000925 1855 Frey Court OR5270;PG3462 5/9/2016 Jimenez, Jenny 5/22/2017 OR5424 PG666 8/10/2017 $16,430.16
39 54720001941 1851 Frey Court OR5270; PG3466 5/9/2016 Bastien, Wilbine 4/27/2017 OR5424 PG670 8/10/2017 $16,430.16
40 54720000967 1847 Frey Court OR5270; PG3470 5/9/2016 Cenatus& Tanis 5/22/2017 OR5424 PG674 8/10/2017 $16,430.16
41 54720000983 1843 Frey Court OR5270; PG3474 5/9/2016 Rivera & Vasquez 3/24/2017 OR5424 PG678 8/10/2017 $16,430.16
42 54720001005 1839 Frey Court OR5270; PG3478 5/9/2016 Valenzuela, Rosario 3/28/2017 OR5441 PG3296 10/20/2017 $16,430.16
43 54720001021 1835 Frey Court OR5270; PG3482 5/9/2016 Portillo, Linda 3/15/2017 OR5441 PG3300 10/20/2017 $16,430.16
44 54720001047 1831 Frey Court OR5270; PG3486 5/9/2016 Baptiste, Chantal 4/28/2017 OR5441 PG3304 10/20/2017 $16,430.16
45 54720001063 1827 Frey Court OR5270; PG3490 5/9/2016 Gonzalez Blanco&Arzuaga Tamayo 4/17/2017 OR5441 PG3308 10/20/2017 $16,430.16
46 54720001089 1823 Frey Court OR5270; PG3494 5/9/2016 Siemienska, Meghan 4/10/2017 OR5441 PG3312 10/20/2017 $16,430.16
47 54720001102 1819 Frey Court OR5270; PG3498 5/9/2016 Quintan & San Miguel 2/28/2017 OR5441 PG3316 10/20/2017 $16,430.16
48 54720001128 1815 Frey Court OR5270; PG3502 5/9/2016 Not Sold Paid Off 3/27/17 OR5415 PG3206 Lien Released 7/11 agenda $0.00
49 54720001144 1811 Frey Court OR5270; PG3506 5/9/2016 Morales, Nancy 2/28/2017 OR5441 PG3320 10/20/2017 $16,430.16
50 54720001160 1846 Frey Court OR5270; PG3510 5/9/2016 Deplanty, Kely 4/6/2017 OR5441 PG3324 10/20/2017 $16,430.16
51 54720001186 1842 Frey Court OR5270; PG3514 5/9/2016 Tara Baker 2/13/2017 OR5441 PG3328 10/20/2017 $16,430.16
NOTES: Lot 2 1961 Anderson Lane; No lien/no CWIF
Lot 48 1815 Frey Court; No lien/no CWIF; Habitat paid off
55 homes total; Impact Fee deferrals on 49 lots