Agenda 04/10/2018 Item #11A04/10/2018
EXECUTIVE SUMMARY
Recommendation to authorize staff to continue implementation of the Community Housing Plan
(CHP) by performing the following: (1) direct County Attorney to advertise amendment to Chapter
74 of the Collier County Code of Laws and Ordinances related to Impact Fee Deferrals; (2)
approve a resolution to supersede Resolution No. 07-203 which established an Affordable-
Workforce Housing Trust Fund and establish a new Local Housing Trust Fund; (3) direct staff to
initiate the process to establish the creation of a Community Land Trust; (4) direct staff to initiate a
nexus study to determine appropriate linkage fees on new development of various types as well as
the maximum feasible fees development can support in light of existing fees and other f actors; (5)
direct staff to develop a housing that is affordable marketing, public relations, and communications
plan.
OBJECTIVE: To implement new and modified approaches to address Collier County’s housing
affordability issues as recommended in the 2017 Collier County CHP.
CONSIDERATIONS: Collier County has a statutory obligation to provide for housing for its current
and anticipated population, including those that are most vulnerable. Housing that is affordable is part of a
community’s infrastructure and therefore impacts the entire community. First responders, health care
professionals, teachers, and others have been historically priced out of the housing market. A vibrant and
sustainable community needs to develop specific strategies to accommodate the housing needs of its
citizens.
In response to community concerns, the Board of County Commissioners (Board) commissioned the
development of a CHP in March 2016 with a broad cross-section of stakeholders appointed in June 2016.
In 2017, the Urban Land Institute (ULI) performed a panel review of the housing situation in Collier
County. Among their conclusions is that Collier County needed to reframe its view of housing to better
meet the needs of the 40% of the population (58,685 households) currently living in Collier County that
are cost-burdened, spending more than 30% of their income on housing. This large segment of Collier
County’s population is working and living here un-affordably.
The community stakeholders presented the CHP to the Board on October 25, 2017. The plan includes
approximately 30 specific recommendations including housing for seniors and those with special needs.
The Board accepted the CHP and staff initiated an implementation schedule. The first set of actions was
approved by the Board on February 27, 2018, Agenda Item 11A. This request is the second of the series
of implementation actions to be presented to the Board.
Specific recommendations include:
A. Approval to direct the County Attorney to advertise an amendment to Chapter 74 of the
Collier County Code of Laws and Ordinances related to Impact Fee Deferrals to
encourage the development of affordable rental housing by allowing the BCC, on a case-
by-case basis, to allow rental impact fee deferrals in excess of the annual allotment of 225
and to allow rental impact fee deferrals of greater than ten (10) years. The amendment
will also extend the affordability term of participating rental developments from 15 to 30
years. There are no changes to the owner-occupied program. (Refer to Attachment A -
Ordinance Amendment)
B. Adoption of a resolution to supersede Resolution No. 07-203 and establish the Local
Affordable Housing Trust Fund such that all revenue generated for affordable housing
shall be deposited and all monies disbursed from the Fund. Resolution also specifies what
the funds will be allocated for, and outlines the roles and responsibilities for
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administration. (Refer to Attachment B - Housing Trust Fund Resolution)
C. Direct staff to create a Community Land Trust in Col lier as a legal mechanism for
pursuing a partnership with a local nonprofit with the mission of ensuring housing
opportunities remain affordable for perpetuity.
D. Direct staff to initiate the process of engaging in a linkage fee nexus study to determine
appropriate linkage fees on new development as well as the maximum feasible fees
development can support in light of existing fees and other factors.
Policy 1.9 of the Housing Element of the Collier County Comprehensive Plan
specifically tasks the County, with the City of Naples, to explore the development of a
fair share affordable housing ordinance that shall require commercial and residential
developments to address the lack of affordable housing. This policy supports the
primary goal and objective of this Housing Element, which is to provide new affordable
housing units in order to meet the current and future housing needs of residents with
very-low, low, moderate, and affordable workforce incomes, including households with
special needs such as rural and farmworker housing in rural Collier County.
E. Direct staff to initiate the process of developing a marketing, public relations, and
communications plan to continue to educate the public on the issues of housing
affordability in Collier County, as well as provide a one-stop shop for housing
information and resources.
· Create an online, near-real-time updated Current Inventory of Affordable
Housing Availability (purchase or rental) along with links to information
& Resources, outline all available programs.
· Create an easy to find, one click “housing-focused” website.
· Develop a Marketing, PR & Communications Plan to continue to educate
the community on who needs housing and is having trouble finding it;
why we need to address the situation; what’s the impact of no action; and
keep the public aware of efforts and impact.
· Conduct a survey to measure the current baseline understanding of
affordable housing issues within the community.
· Begin a campaign to clarify the meaning of “affordable housing.”
· Educate residents and “change the narrative” to present affordable
housing as a necessity and a shared public responsibility.
· Create PSA’s, short videos and social media and other vehicles to educate
the public on housing affordability issues continually.
FISCAL IMPACT: Funding is needed for various implementation elements. The linkage fee study is
estimated at $65,000 and funds are available in the current year budgeted in Fund 116, cost center 138711
and Fund 001, cost center 115930. The Community Housing Land Trust startup funding is estimated at
$100,000, and the Marketing, PR, and Communications plan is estimated at $80,000. If approved, funding
for these two elements will be included in the FY 18/19 budget for approval at that time.
GROWTH MANAGEMENT IMPACT: Approval of these policies, strategies, ordinances, and
amendments will assist Collier County in meeting the goals of the Housing Element of the
Comprehensive Plan.
LEGAL CONSIDERATIONS: This Item is approved as to form and legality and requires a majority
vote for Board approval. - JAB
RECOMMENDATION: To authorize staff to continue implementation of the Community Housing Plan
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(CHP) by performing the following: (1) direct County Attorney to advertise amendment to Chapter 74 of
the Collier County Code of Laws and Ordinances related to Impact Fee Deferrals; (2) approve a
resolution to supersede Resolution No. 07-203 which established an Affordable-Workforce Housing Trust
Fund and establish a new Local Housing Trust Fund; (3) direct staff to initiate the process to establish the
creation of a Community Land Trust; (4) direct staff to initiate a nexus study to determine appropriate
linkage fees on new development of various types as well as the maximum feasible fees development can
support in light of existing fees and other factors; (5) direct staff to develop a housing that is affordable
marketing, public relations, and communications plan. (Total Fiscal impact: $245,000 over two (2) years)
Prepared By: Cormac Giblin, AICP - Grants and Housing Development Manager; Community and
Human Services Division
ATTACHMENT(S)
1. Attachement A- CAO STAMPED ORDINANCE Impact Fees (PDF)
2. Attachment B - CAO Stamped Resolution AH Trust Fund 2018 (JPG)
3. Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 11.A
Doc ID: 5134
Item Summary: ***This item to be heard at 10:00 a.m.*** Recommendation to authorize staff to
continue implementation of the Community Housing Plan (CHP) by performing the fol lowing: (1) direct
County Attorney to advertise amendment to Chapter 74 of the Collier County Code of Laws and
Ordinances related to Impact Fee Deferrals; (2) approve a resolution to supersede Resolution No. 07 -203
which established an Affordable-Workforce Housing Trust Fund and establish a new Local Housing Trust
Fund; (3) direct staff to initiate the process to establish the creation of a Community Land Trust; (4) direct
staff to initiate a nexus study to determine appropriate linkage fees on new development of various types
as well as the maximum feasible fees development can support in light of existing fees and other factors;
(5) direct staff to develop a housing that is affordable marketing, public relations, and communications
plan. (Cormac Giblin, Manager, Housing and Grant Development; Community and Human Services
Division)
Meeting Date: 04/10/2018
Prepared by:
Title: – Community & Human Services
Name: Hilary Halford
03/21/2018 2:59 PM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
03/21/2018 2:59 PM
Approved By:
Review:
Community & Human Services Cormac Giblin Additional Reviewer Completed 03/27/2018 9:50 AM
Public Services Department Kimberley Grant Additional Reviewer Completed 03/27/2018 10:23 AM
Operations & Veteran Services Sean Callahan Additional Reviewer Completed 03/27/2018 10:41 AM
Community & Human Services Todd Henry Additional Reviewer Skipped 03/27/2018 3:10 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 03/27/2018 3:33 PM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 03/27/2018 5:22 PM
Capital Project Planning, Impact Fees, and Program Management Amy Patterson Additional Reviewer Completed 04/04/2018 2:50 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 04/04/2018 3:35 PM
Office of Management and Budget MaryJo Brock Level 3 OMB Gatekeeper Review Skipped 04/04/2018 3:12 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 04/04/2018 3:43 PM
County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 04/04/2018 3:45 PM
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Board of County Commissioners MaryJo Brock Meeting Pending 04/10/2018 9:00 AM
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Packet Pg. 96 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 97 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 98 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 99 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 100 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 101 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 102 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 103 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 104 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 105 Attachment: Attachement A- CAO STAMPED ORDINANCE Impact Fees (5134 : Housing Plan Implementation Phase II)
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Packet Pg. 106 Attachment: Attachment B - CAO Stamped Resolution AH Trust Fund 2018 (5134 : Housing Plan Implementation Phase II)
Patricia L. Morgan
From: BrockMaryJo <MaryJo.Brock@colliercountyfl.gov>
Sent: Thursday, April 05, 2018 9:28 AM
To: DLCOMM; Minutes and Records; KlatzkowJeff; BrownleeMichael; FilsonSue;
GoodnerAngela; GrecoSherry; LykinsDave; TrochessettAimee
Cc: OchsLeo; CasalanguidaNick; CarnellSteve; GrantKimberley; GiblinCormac;
CohenThaddeus; PriceLen;YilmazGeorge; IsacksonMark; SheffieldMichael; CoxMichael;
BrockMaryJo
Subject: Complete resolution for Item 11A-Attachment B
Attachments: CAO Stamped Resolution AH Trust Fund 2018.pdf
Follow Up Flag: Follow up
Flag Status: Completed
Good morning, The Resolution attached to Item 11A did not scan correctly, and as a result only one page was attached
to the agenda packet. Please see the complete Resolution attached.
Thank you, MJ
Mary-Jo Brock - Executive Assistant to Leo E.Ochs,Jr.
nnaryjo.brocis@colliercountyfl.gov_
County Manager's Office
3299 East Tamiami Trail Naples FL 34112
239.252.8364
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
1
RESOLUTION NO. 18 —
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA,
SUPERCEDING RESOLUTION NO. 07-203, WHICH
ESTABLISHED AN AFFORDABLE -WORKFORCE
HOUSING TRUST FUND AND GUIDELINES FOR THE USE
OF MONEY, AND ESTABLISHING A NEW LOCAL
HOUSING TRUST FUND AND GUIDELINES FOR THE USE
OF MONEY TO REPLACE IT.
RECITALS
WHEREAS, on July 24, 2007, the Board of County Commissioners (BCC)
adopted Resolution No. 2007-203 declaring a valid public purpose for accepting
voluntary donations for affordable -workforce housing made directly to the County,
establishing an Affordable -Workforce Housing Trust Fund and providing general
guidelines for use of monies in the affordable workforce housing trust fund; and
WHEREAS, subsequently the BCC suspended collection of voluntary donations
and provided a mechanism for the received collections to be returned upon request, and
developed the required mechanism, approved September 25, 2012; and
WHEREAS, the voluntary donations established by Resolution No. 2007-203
remain suspended and the balance remains available for refund; and
WHEREAS, it is the intent of the BCC to increase the amount of housing that is
affordable for its workforce and residents, and to encourage the retention of housing that
is affordable in the County; and
WHEREAS, Objective 1 of the GMP's Housing Element states that the County
will seek to provide new affordable housing units in order to meet the current and future
housing needs of legal residents with extremely low, very -low, low, moderate and gap
incomes, including senior households and those with special needs; and
WHEREAS, in furtherance of the spirit and intent of Florida State Statute
163.3177(6)(f)a, outlining, "...Principles, guidelines, standards, and strategies to be
followed in the provision of housing for all current and anticipated future residents of
the jurisdiction..."; and
WHEREAS, given the long planning process involved in housing development
and the need to layer multiple funding sources, a local housing trust fund should be
active; and
WHEREAS, the BCC recognizes that a Local Housing Trust Fund is a national
best practice for the development of revenue streams to support BCC approved
Affordable Housing programs, initiatives and directives; and
WHEREAS, the BCC declares a valid public purpose for establishing and
maintaining a Local Housing Trust Fund and providing general guidelines for revenue
generation and use of such monies in the local housing trust fund, limited to meeting
affordable housing needs and associated administration; and
WHEREAS, the BCC wishes to recognize the winding down of the Affordable -
Workforce Housing Trust Fund and the creation of a new local housing trust fund.
NOW, THEREFORE, BE IT RESOLVED by the Board of County
Commissioners of Collier County, Florida, that:
1. The foregoing Recitals are adopted as true and incorporated as
part of this Resolution.
2. It continues to be Board direction and is affirmed that the collection
of funds into the Affordable -Workforce Housing Trust Fund is suspended and staff
shall continue to make efforts to return money collected to Developers pursuant to
prior Board direction.
3. When all money is refunded from the Affordable -Workforce
Housing Trust Fund, the fund is automatically terminated and dissolved without
further Board action.
3. The Board of County Commissioners' Local Housing Trust
Fund, is adopted for immediate use, as follows:
A. Purpose/Scope: The purpose is to establish procedures for
operations of a Housing Trust Fund in order to provide for housing that is
affordable for community residents who are extremely low income to gap
income as defined in the Community Housing Plan and Land Development
Code.
B. Applicability; These procedures apply to qualified affordable
housing for extremely low income to gap income households.
The Board has determined that the local economy and the public health,
safety and general welfare requires establishment of the Local Affordable
Housing Trust Fund for the following purposes:
1. Implement the goals, objectives and policies of the Community
Wide Housing Plan, and the Collier County Comprehensive Plan
2. To meet the statutory requirements as set forth in Fl. Statutes
Chapter 163.3177(6)(f)a, and to satisfy the community's obligation
to ensure that a fair share of the community's housing production is
affordable to Collier County families
3. To provide housing opportunities for Collier County families in
order to meet the existing and anticipated housing needs of such
persons and to maintain a more balanced socio-economic mix in the
community
4. To specifically meet the housing needs- of those earning less than
140% of AMI, to include seniors, persons with disabilities, and any
other identified underserved market
5. To provide for a range of rental and homeownership opportunities
for those who presently cannot afford to rent or purchase a home
within the community, or who are cost burdened in so doing
6. To provide incentives to developers to create additional rental and
for sale units, and to consumers so they may be able to afford rental
or purchase opportunities
C. The Board declares there is a valid public purpose in accepting funds
for affordable housing and that such funds may be in the form of donations as well
as other defined revenue streams as determined by the Board.
D. Local Affordable Housing Trust Fund
There shall be established a Local Affordable Housing Trust Fund (Fund).
All voluntary donations or other revenue generated for affordable housing shall be
deposited into the Fund either upon the day of receipt or the next business day
following receipt.
The Fund shall be maintained in an interest-bearing account and any interest
derived from deposits in the Fund shall follow and remain within the Fund. Any
recaptured monies, e.g. repayments on loans, shall also be deposited in the Fund.
Monies in the Fund, including interest and recaptured monies, shall be disbursed
according to the eligible uses set forth and as approved by the Board and
administered by the Community and Human Services Division.
Awards from the Fund shall be made at the discretion of the BCC. The
Community and Human Services Division will act as the administrators of the fund
and associated projects for the BCC. The AHAC will work with CHS staff to
develop oversight protocols and specific eligibility criteria for BCC
approval. Additional members may be recommended to join the AHAC to assure
a balanced oversight committee.
E. Designation of a Project to Provide Affordable Housing:
(1) Development of criteria: The Affordable Housing Advisory Committee, along with
CHS staff shall develop criteria for evaluating the appropriate mix of very -low-
income, low-income, moderate -income, gap -income and other housing in a project
to qualify for award of HTF. The criteria shall be based in part on the Community
Wide Housing Plan and the Housing Element of the GMP. These criteria shall be
established by policy of the Board of County Commissioners, and may be amended
from time to time by the BCC. The policy shall also provide for a covenant running
with the land to ensure the continued affordable housing status of the property. No
less than 10% of the fund balance is to be set aside for projects benefitting seniors
and/or persons or families with special needs.
(2) Applicability of criteria: A project for which the HTF funding is sought shall be
reviewed by the AHAC to determine the appropriate mix of extremely low income,
very -low income, low income, moderate income, gap income, and other housing
necessary to qualify for the special applicability. The determination shall be based
on the criteria adopted as called for in paragraph (1) above. The determination shall
be made by the Board of County Commissioners upon the recommendation of the
AHAC. Once the appropriate mix is established, and other appropriate conditions
imposed related to the criteria, the project shall be considered a project to provide
affordable housing and be eligible for award of HTF monies.
F. Use of Funds
1. All funds deposited into the Local Housing Trust Fund shall comply with all applicable
federal, state and local laws governing the establishment and operations of the Trust Funds.
2. All funds deposited in the Local Affordable Housing Trust Fund shall be deposited in a
separate and segregated account and shall be dedicated solely to the development and
preservation of affordable housing.
3. Programs for which funds may be used include the following:
1) Down Payment Assistance
2) Impact Fee Relief
3) Land Acquisition
4) Construction Loans
5) Community Land Trust
6) Preserve Existing Affordable Housing Supply
7) Rental Assistance
8) Local Contribution for Tax Credit or SAIL applications
The above list is not exhaustive, and the County Commission may add or remove
alternative affordable housing programs. Additional points in scoring, or
additional funds will be awarded to those projects that are mixed income, in
activity centers, or on major transit routes (in particular on CAT routes). Ten
percent (10%) of all funds are set aside to benefit seniors and/or persons or
families with special needs.
4. Any funds that remain uncommitted at the end of the County's fiscal year (including
interest, other earned income, or repayments on loans) shall remain in the Trust Fund and
shall be used for the purposes hereof during the next fiscal year.
5. No more than ten percent (10%) of Local Affordable Housing Trust Fund money
available as of the start of the County's fiscal year may be budgeted for administration of
the Housing Trust Fund. Administrative expenses are limited to operating expenses directly
associated with administration of Trust Fund activities and programs.
6. Annual reports will be provided to the County Commission on all approved projects
funded through the Local Housing Trust Fund.
G. Approvals
All projects funded through the Local Housing Trust Fund at a minimum include an
application process, written underwriting standards, and loan or grant documents
containing repayment provisions and provisions and instruments that guarantee
affordability periods.
An annual workplan will be developed for BCC approval with an estimated balance of
funds to award, and categories and programs recommended, and may be amended from
time to time by approval of the BCC. Staff would then accept applications. Trust Fund
Loans, grants, or other financial incentives will be presented for approval first to the
Affordable Housing Advisory Committee and then to the BCC for approval by a simple
majority vote.
This Resolution adopted after motion, second, and majority vote this day
of April, 2018.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT E. BROCK, CLERK COLLIER COUNTY, FLORIDA
0
, DEPUTY CLERK
Approved as to form
and legality:
Jennifer A. Belpedio
Assistant County Attorney
0
ANDY SOLIS, CHAIRMAN
0
Collier County Community
Housing Plan
Implementation
Step Two 4-10-18
Presentation:
Board of County
Commissioners
1
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Packet Pg. 107 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
2
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Packet Pg. 108 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Step Two Implementation Items:
1.Amendments to the Code of Laws and Ordinances
related to Impact Fee Deferrals;
2.Supercede/Establish a new Local Housing Trust Fund;
3.Initiate the process to establish a Community Land Trust;
4.Initiate a nexus study to determine appropriate linkage
fees;
5.Develop a housing that is affordable marketing, public
relations, and communications plan.
3
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Packet Pg. 109 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #1: Amendments
to the Code of Laws and
Ordinances related to Impact Fee
Deferrals
Owner-Occupied Housing Program
Rental Housing Program
4
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Packet Pg. 110 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Impact Fee Deferral Program
Existing
Sophisticated compared to others in the State
Rental or owner occupied for-sale units
Removes upfront cost of Impact fees
5
Owner-Occupied For Sale Program
Up to 120% of Median Income
Based on De Minimis Amount (less
than 3%)
Approximately 90 homes per year
Lien on home payable upon
resale/refinance (with interest)
Rental Program
Up to 80% of Median Income (low income)
Maximum of 225 Units per fiscal year
Offers 10yr deferral of fees (security
instrument held by Clerk)
Remain affordable for 15yrs
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Packet Pg. 111 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Impact Fee Deferral Program –
Today’s Recommendations
Owned Occupied For Sale: No changes
Rental:
Encourage the development of affordable rental housing development by
allowing the BCC, on a case-by-case basis to:
Consider impact fee deferrals in excess of the annual allotment of 225
Consider impact fee deferrals of greater than ten (10) years
Include Moderate income (120%MI)
Extend the affordability term from 15 to 30 years.
6
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Packet Pg. 112 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #2: Supercede/
Establish a LOCAL Housing Trust Fund
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Benefits of a Local Housing Trust Fund
Wide Range of Funding Sources –Everyone Participates
Identifies Potential Uses
Identifies Administration and Oversight
Addresses Backlog
All Income Levels may be Assisted
Creates Leverage Opportunities (typically 10:1; up to 25:1)
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Packet Pg. 113 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Local Housing Trust Fund 8
In Lieu of Fees
Land Sale $
Linkage Fee
Philanthropy
Sales Tax
General Fund
Down Payment
Impact Fee Relief
Land Acquisition
Construction Loans
Comm. Land Trust
Rehabilitation
Rental Assist
Local $ -SAIL
Targeted Incomes
Disaster Relief
Trust
Fund
10% for Seniors and Persons with Special Needs
Prioritization
Oversight
Goal Setting
Accountability
Local Flexibility
LOCAL Housing Trust Fund Allows LOCAL control
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Packet Pg. 114 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #2: Supercede/
Establish a LOCAL Housing Trust Fund
9
Todays recommendation:
Supercede/Establish a Local Housing Trust fund
as a depository of locally collected affordable
housing funding.
Approve resolution superceding prior resolution
to create an updated framework of oversight,
uses, and processes and controls.
11.A.3
Packet Pg. 115 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #3: Establish a
Community Land Trust
10
Legal Structure/
Policy
Buy, donate, use
trust fund $
Not for profit
partner
Build Homes/Apartments
Hold in Perpetuity
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Packet Pg. 116 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #3: Establish a
Community Land Trust
11
OVERVIEW
•Permanent nonprofit ownership of the land,or land lease
•Units sold or rented to income qualified households with the land remaining in
CLT ownership under 99-year land lease
•Nonprofit retains ownership of the land reducing the housing costs and the unit
remains permanently affordable
•The owner of a CLT home is required to sell to a similarly qualified
buyer at a restricted price, determined by a resale formula found in
the ground lease
•By excluding the price of the land,the overall purchase price and the
monthly mortgage (PITI)or rental payments are affordable
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Packet Pg. 117 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #3: Establish a
Community Land Trust
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HISTORY
•Ownership of improvements on
leased land traces back
decades
•Early examples are Arden,
Delaware and Fairhope,
Alabama.
•Largest and oldest -
Champlain Housing Trust in
Burlington, Vermont which
currently manages 2,200 rental
units and 565 owner-occupied
units
FLORIDA
•Several established in the
early 2000s in response to the
housing boom and rapid rise
in purchase prices
•There is no enabling
legislation required for
community land trusts
•They are Florida nonprofit
organizations with section
501(c)(3) IRS tax exemption
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Packet Pg. 118 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #3: Establish a
Community Land Trust
STRUCTURE –Set forth in the By-Laws
The typical community land trust board is
made up of three groups:
•Resident members –CLT
homeowners/renters
•General members –residents of the
community that do not own CLT homes
•Public members –represent the public
interest. Can include elected officials,
municipal staff, and/or representatives from
other local nonprofits.
The land is considered a public asset
that the CLT stewards on behalf of the
community.
There are three basic goals to
stewardship:
•Preserve the affordability of the
units
•Preserve the physical quality of the
units
•Insure the security of the
homeowner
13
In most cases,CLTs operate as independent organizations
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Packet Pg. 119 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #3: Establish a
Community Land Trust
14
Work with the County Attorney to create the legal
framework of an entity to become a Community
Land Trust in Collier County.
Provide funding for legal costs, initial staffing,
logistical support.
Ensure County participation in development of
priorities and governance.
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Packet Pg. 120 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #4: Initiate
Linkage Fee Study
$1/SqFt for
Non-Residential
15
•Links new Commercial/
Industrial Development to the
Affordable Housing Demands it
creates
•National Best Practice
recommended in ULI Study-
Stable/Recurring Revenue
Streams
•Several in existence in Florida
•High wage/targeted industries
excluded
•Housing Plan recommendation
is a nominal $1/square foot
11.A.3
Packet Pg. 121 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Collier Comprehensive Plan
Guidance
Policy 1.9 of the Housing Element of the Collier County
Comprehensive Plan specifically tasks the County, with
the City of Naples, to explore the development of a fair
share affordable housing ordinance that shall require
commercial and residential developments to address
the lack of affordable housing. This policy supports the
primary goal and objective of this Housing Element,
which is to provide new affordable housing units in order
to meet the current and future housing needs of
residents with very-low, low, moderate, and gap
incomes, including households with special needs such
as rural and farmworker housing in rural Collier County.
16
11.A.3
Packet Pg. 122 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Collier County Housing Plan
Non-Residential Sqft
17
11.A.3
Packet Pg. 123 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #4: Initiate
Linkage Fee Study
18
Todays recommendation:
Direct staff to initiate the process of engaging in a linkage
fee nexus study to determine appropriate linkage fees on
new development, as well as the maximum feasible fees
development can support in light of existing fees and other
factors.
11.A.3
Packet Pg. 124 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #5: Develop a
housing that is affordable marketing,
public relations, and communications
plan.
19
Communication, Education and Outreach
Matching demand and supply
Matching developers with incentives
11.A.3
Packet Pg. 125 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Collier County Housing Plan
Recommendations-Communication & Outreach
Access to information: Website
Current Inventory of Affordable Housing Availability
Links to Information & Resources, outlining all
available programs
Easy application process for Developers and
Applicants
Developers and Consumers benefit
Matches Buyers & Sellers
Communications Plan to keep the public aware of
efforts and impact
20
11.A.3
Packet Pg. 126 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Recommendation #5: Develop a housing
that is affordable marketing, public relations,
and communications plan.
21
Todays recommendation:
Communication, Education and Outreach
Matching demand and supply
Matching developers with incentives
11.A.3
Packet Pg. 127 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Step Two Implementation Items
Summary:
22
1.Amendments to the Code of Laws and Ordinances related to Impact Fee Deferrals;
2.Supercede/Establish a new Local Housing Trust Fund;
3.Initiate the process to establish a Community Land Trust;
4.Initiate a nexus study to determine appropriate linkage fees;
5.Develop a housing that is affordable marketing, public relations, and communications plan.
11.A.3
Packet Pg. 128 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
Questions 23
11.A.3
Packet Pg. 129 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5134 :
1
Martha S. Vergara
From:GrantKimberley <Kimberley.Grant@colliercountyfl.gov>
Sent:Friday, April 06, 2018 11:06 AM
To:BrockMaryJo; DLCOMM; Minutes and Records; KlatzkowJeff; BrownleeMichael;
FilsonSue; GoodnerAngela; GrecoSherry; LykinsDave; TrochessettAimee
Cc:OchsLeo; CasalanguidaNick; CarnellSteve; GiblinCormac; CohenThaddeus; PriceLen;
YilmazGeorge; IsacksonMark; SheffieldMichael; CoxMichael
Subject:RE: Complete resolution for Item 11A- Attachment B
Attachments:Agenda Corrections Item 11A.PDF
All,
Due to an uploading error, it is necessary to send the attached information for agenda item 11A (4/10/18 BCC
meeting). The first page of the attachment clarifies the corrections for the record.
Thank you,
Kim Grant, MBA, CPM
Director
Community and Human Services
Making our Community Stronger: One life, one home, one project at a time.
3339 East Tamiami Trail, Building H, Room 211, Naples, Fl 34112
Phone: 239-252-6287 Cell: 239-450-3672
Kimberley.Grant@colliercountyfl.gov
From: BrockMaryJo
Sent: Thursday, April 05, 2018 9:28 AM
To: DLCOMM <DLCOMM@colliercountyfl.gov>; minutesandrecords@collierclerk.com; KlatzkowJeff
<Jeff.Klatzkow@colliercountyfl.gov>; BrownleeMichael <Michael.Brownlee@colliercountyfl.gov>; FilsonSue
<Sue.Filson@colliercountyfl.gov>; GoodnerAngela <Angela.Goodner@colliercountyfl.gov>; GrecoSherry
<Sherry.Greco@colliercountyfl.gov>; LykinsDave <Dave.Lykins@colliercountyfl.gov>; TrochessettAimee
<Aimee.Trochessett@colliercountyfl.gov>
Cc: OchsLeo <Leo.Ochs@colliercountyfl.gov>; CasalanguidaNick <Nick.Casalanguida@colliercountyfl.gov>; CarnellSteve
<Steve.Carnell@colliercountyfl.gov>; GrantKimberley <Kimberley.Grant@colliercountyfl.gov>; GiblinCormac
<Cormac.Giblin@colliercountyfl.gov>; CohenThaddeus <Thaddeus.Cohen@colliercountyfl.gov>; PriceLen
<Len.Price@colliercountyfl.gov>; YilmazGeorge <George.Yilmaz@colliercountyfl.gov>; IsacksonMark
<Mark.Isackson@colliercountyfl.gov>; SheffieldMichael <Mike.Sheffield@colliercountyfl.gov>; CoxMichael
<Michael.Cox@colliercountyfl.gov>; BrockMaryJo <MaryJo.Brock@colliercountyfl.gov>
Subject: Complete resolution for Item 11A- Attachment B
Good morning, The Resolution attached to Item 11A did not scan correctly, and as a result only one page was attached
to the agenda packet. Please see the complete Resolution attached.
2
Thank you, MJ
Mary-Jo Brock - Executive Assistant to Leo E. Ochs, Jr.
maryjo.brock@colliercountyfl.gov
County Manager’s Office
3299 East Tamiami Trail Naples FL 34112
239.252.8364
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
BCC Meeting April 10, 2018
Corrections for Agenda Item 11.A. “Community Housing Plan Implementation”
Due to an upload error, corrections need to be made to the following item:
11.A. ***This item to be heard at 10:00 a.m.*** Recommendation to authorize staff to continue
implementation of the Community Housing Plan (CHP) by performing the following: (1) direct the
County Attorney to advertise an amendment to Chapter 74 of the Collier County Code of Laws
and Ordinances related to Impact Fee Deferrals; (2) approve a resolution to supercede Resolution
No. 07-203 which established an Affordable-Workforce Housing Trust Fund and establish a new
Local Housing Trust Fund; (3) direct staff to initiate the process to establish the creation of a
Community Land Trust; (4) direct staff to initiate a nexus study to determine appropriate linkage
fees on new development of various types as well as the maximum feasible fees development
can support in light of existing fees and other factors; (5) direct staff to develop an affordable
housing plan including marketing, public relations, and communications. (Total Fiscal impact:
$245,000 over two (2) years)
Corrections include:
• Clarifications made to Executive Summary by County Attorney’s Office (revised Executive
Summary included)
• Pages missing from Attachment A, Ordinance Amendment (compete Ordinance included)
• Pages missing from Attachment B, Resolution (complete Resolution included)
04/10/2018
EXECUTIVE SUMMARY
Recommendation to authorize staff to continue implementation of the Community Housing Plan
(CHP) by performing the following: (1) direct the County Attorney to advertise an amendment to
Chapter 74 of the Collier County Code of Laws and Ordinances related to Impact Fee Deferrals;
(2) approve a resolution to supercede Resolution No. 07-203 which established an Affordable-
Workforce Housing Trust Fund and establish a new Local Housing Trust Fund; (3) direct staff to
initiate the process to establish the creation of a Community Land Trust; (4) direct staff to initiate a
nexus study to determine appropriate linkage fees on new development of various types as well as
the maximum feasible fees development can support in light of existing fees and other factors; (5)
direct staff to develop an affordable housing plan including marketing, public relations, and
communications. (Total Fiscal impact: $245,000 over two (2) years)
OBJECTIVE: To implement new and modified approaches to address Collier County’s housing
affordability issues as recommended in the 2017 Collier County Community Housing Plan (CHP).
CONSIDERATIONS: Collier County has a statutory obligation to provide for housing for its current
and anticipated population, including those that are most vulnerable. Housing that is affordable is part of a
community’s infrastructure and therefore impacts the entire community. First responders, health care
professionals, teachers, and others have been historically priced out of the housing market. A vibrant and
sustainable community needs to develop specific strategies to accommodate the housing needs of its
citizens.
In response to community concerns, the Board of County Commissioners (Board) commissioned the
development of a CHP in March 2016 with a broad cross-section of stakeholders appointed in June 2016.
In 2017, the Urban Land Institute (ULI) performed a panel review of the housing situation in Collier
County. Among their conclusions is that Collier County needed to reframe its view of housing to better
meet the needs of the 40% of the population (58,685 households) currently living in Collier County that
are cost-burdened, spending more than 30% of their income on housing. This large segment of Collier
County’s population is working and living here un-affordably.
The community stakeholders presented the CHP to the Board on October 25, 2017. The plan includes
approximately 30 specific recommendations including housing for seniors and those with special needs.
The Board accepted the CHP and staff initiated an implementation schedule. The first set of actions was
approved by the Board on February 27, 2018, Agenda Item 11A. This request is the second of the series
of implementation actions to be presented to the Board.
Specific recommendations include:
A. Approval to direct the County Attorney to advertise an amendment to Chapter 74 of the
Collier County Code of Laws and Ordinances related to Impact Fee Deferrals to
encourage the development of affordable rental housing by allowing the BCC, on a case-
by-case basis, to allow rental impact fee deferrals in excess of the annual allotment of 225
and to allow rental impact fee deferrals of greater than ten (10) years. The amendment
will also extend the affordability term of participating rental developments from 15 to 30
years. There are no changes to the owner-occupied program. (Refer to Attachment A -
Ordinance Amendment)
B. Adoption of a resolution to supercede Resolution No. 07-203 and establish the Local
Affordable Housing Trust Fund such that all revenue generated for affordable housing
shall be deposited and all monies disbursed from the Fund. Resolution also specifies what
04/10/2018
the funds will be allocated for, and outlines the roles and responsibilities for
administration. (Refer to Attachment B - Housing Trust Fund Resolution)
C. Direct staff to create a Community Land Trust in Collier as a legal mechanism for
pursuing a partnership with a local nonprofit with the mission of ensuring housing
opportunities remain affordable for perpetuity.
D. Direct staff to initiate the process of engaging in a linkage fee nexus study to determine
appropriate linkage fees on new development as well as the maximum feasible fees
development can support in light of existing fees and other factors.
Policy 1.9 of the Housing Element of the Collier County Comprehensive Plan
specifically tasks the County, with the City of Naples, to explore the development of a
fair share affordable housing ordinance that shall require commercial and residential
developments to address the lack of affordable housing. This policy supports the
primary goal and objective of this Housing Element, which is to provide new affordable
housing units in order to meet the current and future housing needs of residents with
very-low, low, moderate, and affordable workforce incomes, including households with
special needs such as rural and farmworker housing in rural Collier County.
E. Direct staff to initiate the process of developing a marketing, public relations, and
communications plan to continue to educate the public on the issues of housing
affordability in Collier County, as well as provide a one-stop shop for housing
information and resources.
• Create an online, near-real-time updated Current Inventory of Affordable
Housing Availability (purchase or rental) along with links to information
& Resources, outline all available programs.
• Create an easy to find, one click “housing-focused” website.
• Develop a Marketing, PR & Communications Plan to continue to educate
the community on who needs housing and is having trouble finding it;
why we need to address the situation; what’s the impact of no action; and
keep the public aware of efforts and impact.
• Conduct a survey to measure the current baseline understanding of
affordable housing issues within the community.
• Begin a campaign to clarify the meaning of “affordable housing.”
• Educate residents and “change the narrative” to present affordable
housing as a necessity and a shared public responsibility.
• Create PSA’s, short videos and social media and other vehicles to educate
the public on housing affordability issues continually.
FISCAL IMPACT: Funding is needed for various implementation elements. The linkage fee study is
estimated at $65,000 and funds are available in the current year budgeted in Fund 116, cost center 138711
and Fund 001, cost center 115930. The Community Housing Land Trust startup funding is estimated at
$100,000, and the Marketing, PR, and Communications plan is estimated at $80,000. If approved, funding
for these two elements will be included in the FY 18/19 budget for approval at that time.
GROWTH MANAGEMENT IMPACT: Approval of these policies, strategies, ordinances, and
amendments will assist Collier County in meeting the goals of the Housing Element of the
Comprehensive Plan.
LEGAL CONSIDERATIONS: For those implementation actions that are Board approved, the County
Attorney’s Office will work with staff to ensure that the resolutions, amendments to resolutions,
ordinances are approved for form and legality. Accordingly, this Item is approved to form and legality
04/10/2018
and requires a majority vote for Board approval. -
RECOMMENDATION: To authorize staff to continue implementation of the Community Housing Plan
(CHP) by performing the following: (1) direct County Attorney to advertise amendment to Chapter 74 of
the Collier County Code of Laws and Ordinances related to Impact Fee Deferrals; (2) approve a
resolution to supercede Resolution No. 07-203 which established an Affordable-Workforce Housing Trust
Fund and establish a new Local Housing Trust Fund; (3) direct staff to initiate the process to establish the
creation of a Community Land Trust; (4) direct staff to initiate a nexus study to determine appropriate
linkage fees on new development of various types as well as the maximum feasible fees development can
support in light of existing fees and other factors; (5) direct staff to develop a housing that is affordable
marketing, public relations, and communications plan. (Total Fiscal impact: $245,000 over two (2) years)
Prepared By: Cormac Giblin, AICP - Grants and Housing Development Manager; Community and
Human Services Division
ATTACHMENT(S)
1. Attachment A - Impact Fee Deferral Ordinance Modifications (DOC)
2. Attachment B - CAO Stamped Resolution AH Trust Fund 2018 (JPG)