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Agenda 06/11/2013 Item #16D 26/11/2013 16.D.2. EXECUTIVE SUMMARY Recommendation to approve State Housing Initative Partnership (SHIP) release of lien for owner occupied affordable housing dwelling unit that has been repaid in full. OBJECTIVE: Approve one (1) release of lien for deferral of 100% of Collier County Impact Fee provided under the State Housing Initiative Partnership Program (SHIP). CONSIDERATIONS: Pursuant to the requirements established in Section 74 -401 of the Collier County Code of Ordinances, under article IV, Affordable Housing Impact Fee Deferral, the county shall defer the payment of the impact fee for any new owner- occupied dwelling unit which qualifies as affordable housing under this article. Section 74- 401(3) of the Code authorizes that the County Manager may enter into an impact fee deferral agreement with the owner or applicant and is authorized to execute such deferral agreement. The deferred impact fees shall be a lien on the property and 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. The funds deferred for the construction of one (1) residential dwelling unit have been repaid in full. As such, the repayment obligation has been fulfilled and a release of lien is needed. The following table details the release of lien associated with this item. Name Property Address Mortgage Payoff Official Records Amount Amount Public Record Habitat for 12180 Fuller Lane Naples $11,612.98 $11,612.98 OR Book: 3158, PG: Humanity FL 34113 2377 FISCAL IMPACT: A total of $11,612.98 has been repaid to Collier County. The funds have been deposited in the SHIP Grant Fund 791, Project 33222. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. — JW STAFF RECOMMENDATION: Approve and authorize the Chairwoman to sign one (1) release of lien for deferral of 100 percent of Collier County impact fee for owner occupied affordable housing dwelling unit. PREPARED BY: Wendy Klopf, Operations Coordinator, Housing, Human and Veteran Services Packet Page -1319- 6/11/2013 16.D.2. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.D.16.D.2. Item Summary: Recommendation to approve State Housing Initative Partnership (SHIP) release of lien for owner occupied affordable housing dwelling unit that has been repaid in full. Meeting Date: 6/11/2013 Prepared By Name: K1opfWendy Title: Operations Coordinator,Housing, Human & Veteran Se 5/3/2013 3:53:37 PM Submitted by Title: Operations Coordinator,Housing, Human & Veteran Se Name: KlopfWendy 5/3/2013 3:53:39 PM Approved By Name: LarsenKathleen Date: 5/9/2013 8:22:59 AM Name: GrantKimberley Title: Interim Director, HHV S Date: 5/20/2013 1:55:56 PM Name: PattersonAmv Title: Manager - Impact Fees & EDC,Business Management & Date: 5/23/2013 3:11:27 PM Name: SonntagKristi Date: 5/27/2013 8:22:08 PM Name: BetancurNatali Title: Operations Analys, Parks & Rec -NCRP Admin Date: 5/30/2013 8:28:04 AM Packet Page -1320- Name: Joshua Thomas Title: Grants Support Specialist, Date: 5/30/2013 9:48:48 AM Name: CarnellSteve Title: Director - Purchasing /General Services,Purchasing Date: 5/30/2013 12:29:17 PM Name: WrightJeff Title: Assistant County Attomey,County Attorney Date: 5/31/2013 10:01:36 AM Name: K1atzkowJeff Title: County Attorney Date: 5/31/2013 10:10:52 AM Name: StanleyTherese Title: Management/Budget Analyst, Senior,Office of Manage Date: 5/31/2013 1:39:12 PM Name: FinnEd Title: Senior Budget Analyst, OMB Date: 6/3/2013 9:39:47 AM Name: OchsLeo Title: County Manager Date: 6/3/2013 2:22:00 PM Packet Page -1321- 6/11/2013 16.D.2. 6/11/2013 16.D.2. Prepared by: Collier County Housing, Human & Veterans Services Dept 3339 E. Tamiami Trail, Building H, #211 Naples, FL 34112 THIS SPACE FOR RECORDING RELEASE OF LIEN KNOW ALL MEN BY THESE PRESENTS: That Collier County, whose post office address is 3299 E. Tamiami Trail, Naples, Florida 34112, the owner(s) and holder(s) of a certain Impact Fee Agreement executed by Habitat for Humanity of Collier County, Inc. to Collier County, recorded on November 21, 2002 in Official Records Book 3158 , Page 2377, of the Public Records of Collier County, Florida, in consideration of $11,612.98 receipt of which is hereby acknowledged does remise, release, quitclaim, exonerate and discharge from the lien and operation of the said agreement, that certain portion of the premises conveyed by said lien, more particularly described as follows: Lot 26, Block C, Habitat Village, according to the plat thereof as recorded in Plat Book 37, pages 48 through 51, inclusive, of the Public Records of Collier County, Florida. The undersigned is authorized to and does hereby release this Lien with respect to the above - named property, and consents to this Lien being forever discharged of record with respect to said property. This Release of Lien was approved by the Board of County Commissioners on - 2013, Agenda Item Number ATTEST: DWIGHT E. BROCK, Clerk , Deputy Clerk Approved as to form and legal ficiency: 3e E Wright A i nt County Attorney BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA IIn Georgia A. Hiller, Esq., Chairwoman Packet Page -1322- %2 howl st: POU G. whke An% 001kr CINNy Att'y. 3311 TwAho T A Sm NIPIK fL 3{112 File* 03472 -IF 6/11/2013 16.D.2. 3082666 OR: 3158 PG: 2377 IICOIDID is 0111CM 11COUS of COU111 MM, IL 11/21/2002 At 10:1411 Me? I. IM, CL�II IIC III 31.54 k1u: 11MCI2L IDIII i B931BG 1"11011I0 Iffl: Ulm 11JR(405 -2211) MAspomfornm AGREEMENT FOR DEFERRAL OF 100% OF COLLIER COUNTY IMPACT FEES FOR SINGLE- FAMILY AFFORDABLE HOUSING DWELLING 'this Agreement for the De t Fees is entered into this ij day of 2002 by n Collier Cou litical subdivision of the State of Florida, through its the H o rs, in r referred to as "COUNTY," and Habitat for Humani referred to as "OWNER," collectively stated as the RECTf WHEREAS, Collier Ordinance No. Collier County Consolidated Impact Fee Ordinance, as amen t may be further amended from time to time, hereinafter collectively referred to as "Impact Fee Ordinance," provides for deferrals of impact fees for new owner - occupied dwelling units qualifying as affordable housing; and WHEREAS, OWNER has applied for a deferral of 100% of impact fees as allowed by the Impact Fee Ordinance, and a copy of said application is on file in the office of Financial Administration and Housing Department; and WHEREAS, the County Manager, or his designee, has reviewed the OWNER'S application and has found that it complies with the requirements for an affordable housing 100% deferral of impact fees as set forth in the Impact Fee Ordinance; and Packet Page -1323- 6/11/2013 16.D.2. OR: 3158 PG: 2378 WHEREAS, an impact fee deferral agreement may be presented in lieu of payment of the requisite impact fees subject to satisfaction of all criteria in the Impact Fee Ordinance qualifying the project as eligible for an impact fee deferral; and WHEREAS, pursuant to Section 74201, E.l.b. of the Impact Fee Ordinance, as codified in the County's Code of Laws and Ordinances, the County Manager is authorized to execute certain Impact Fee Deferral Agreements; and WHEREAS, the Impact Fee Ordinance requires that the OWNER enter into an Agreement with the COUNTY, and WHEREAS, by signing this Agreement, the County Manager will approve a defter al of impact fees for OWNER in support of le Housing. NOW, THEREFO valuable consideration, the the Parties covenant and 1. RECITALS incorporated b nce herein. 2. LEGAL DESCR . The legal (the "Dwelling herein. Recitals, and other good and mutually acknowledged, are true and correct and are dwelling unit and its site plan " and is incorporated by refemnce 3. TERM, The term of this Agreement is for no longer than a period of fifteen (15) years commencing from the date the certificate of occupancy is issued for the Dwelling Unit. During this term the Dwelling Unit must remain as affordable housing and may only be offered for sale in accordance with the standards set forth in the Impact Fee Ordinance and this Agreement. 4. REPRESENTATIONS AND WARRANTIES. The OWNER represents and warrants the following: a. OWNER's household earnings will not exceed the limit for low income w% defined in the Impact Fee Ordinance, and the OWNER's monthly 2 Packet Page -1324- 4 6/11/2013 16.D.2. OR: 3158 PG: 2379 payments to purchase and pay for the Dwelling Unit will remain within the affordable housing guidelines established in the Impact Fee Ordinance; b. Owner is a first -time home buyer, C. The Dwelling Unit is, and will remain, the homestead of the OWNER or any subsequent owner, d. OWNER is the owner of record of the Dwelling Unit, and pursuant to the Impact Fee Ordinance owes impact fees in the total amount of S t t ?,98, as set forth in attached Exhibit 'B," incorporated by reference; and e. In return for the COUNTY deferring repayment of 100% of the impact fees owed by O C . no later than the expiration of the TERM, p OWNS ovenan to comply with the affordable G hous' g i ferral qualifi do riteria detailed in the Impact Fee r` which is subJ44q � the impact fee deTVW i� a OWNER sells the Dwelling Unit purchaser, the Dwelling Unit shall be s y to persons or meeting the deferral qualifying criteria set forth in t ee O the case of sale or transfer by gift of the Dwelling Unit, the on R shall remain liable for the impact fees deferred until said impact fees act paid in full or until the conditions set forth in the Impact Fee Ordinance and this Agreement are satisfied. 6. AFFORDABLE REQUIREMENT. The Dwelling Unit must be utilized for affordable housing as defined in the Impact Fee Ordinance during the term of this Agreement; and if the Dwelling Unit ceases to be utilized for that purpose during such period, the full amount of the deferred impact fees shall be immediately repaid to the COUNTY. 7. LIEN. Owner agrees that, commencing on the effective date of this Agreement and continuing until paid or released, the dollar amount of deferred impact fee shall constitute and be a lien on the Dwelling Unit in the amount of Eleven Thousand Six 3 Packet Page -1325- "� 6/11 /201316.D.2.0 OR; 3158 PG: 2380 Hundred Twelve dollars and 98/100 (S 11.612.98). as set forth in attached Exhibit "B." This lien may be foreclosed upon in the event of default under this Agreement. Provided that if the OWNER is the mortgagor, the COUNTY and OWNER agree that by, and in consideration of a suitable security collateral being provided by the OWNER to the COUNTY, then all of the COUNTY'S lien rights and interests arising under this Agreement are to be considered junior, inferior, and subordinate to each first mortgage on the Dwelling Unit. Except as elsewhere noted in this Agreement, and regardless of any foreclosure on the first mortgage or other security interest, such lien shall otherwise be superior and paramount to the interest in the Dwelling Unit of any owner, lessee, tenant, r person, except that this lien shall be on parity with any lien y taxes. 8. RELEASE OF requirements, 1 the expense o t U , payment, inclu (, , but not limited to, 9. BINDING EFFE s Agreement Parties to this Asm= 10. RECORDING. This of this Agreement's fees, the COUNTY shall, at evidencing such #( the land and be binding upon the and assigns recorded by COUNTY at the expense of COUNTY in the Official Records of Collier County, Florida, within sixty (60) days after execution of this Agreement by the County Manager. 11. DEFAULT. OWNER shall be in default of this Agreement if: a. OWNER fails to sell the Dwelling Unit in accordance with the affordable housing standards and qualification criteria established in the Impact Fee Ordinance, and thereafter, fails to pay the impact fees due within thirty (30) days of mailing of written notice of said non - compliance, or b. OWNER continues to violate any of the affordable housing qualification criteria in the Impact Fee Ordinance for a period of fifteen (1 S) days after mailing of written notice of the violation. 4 Packet Page -1326- 6/11/2013 16.D.2. OR; 3158 PG; 2381 12. REMEDIES. The following remedies are cumulative with any other right or remedy available to the COUNTY: a. Should the OWNER of the property: (1) fail to comply with the said qualification criteria at any time during the fifteen (15) year term; or (2) violate any provisions of this Agreement, then the dollar amount of impact fees deferred shall be paid in full by OWNER to the COUNTY within thirty (30) days of written notification of said violation. b. Should the OWNER otherwise be in default of this Agreement, and the default is not cured within ninety (90) days after mailing of written notice to the OWNER, the C ay bring a civil action to enforce the Agreement. Oti��R COU�?' c. In additi may be force or otherwise enforced by the CO y action in la or ity including the foreclosure of a mortga e o p hal be entitled to recover all fees and c c uding attorneys ees, u rest at the statutory rate for judgmen laced on a calendWW 3 ntil paid. tE CIR J Packet Page -1327- 6/11/2013 16.D.2. OR: 3158 PG: 2382 IN WITNESS WHEREOF, the Parties have executed this Agreement on the date and year first above written. Witnesses: Print ante `1" "5'A* - STATE OF q41 Jk COUNTY OF Ax" ) The foregoing Agreement was 20D2, by Samuel J. Durso, M.D., personally known to me. Cno [NOTARIAL �wej u arrmlrtan! ,� sane STATE OF FLORIDA) COUNTY OF COLLIER) OWNER: Habitat for Humanity of Collier y, Inc. Sannue , M.D., President ore me this 13— day ofNmm&"( , Humanity of Collier County, Inc. He is Acknowledgment MR SWIM V�J�tf � , a/�u!?:���1� � • 1Tr� The foregoing Agreement was acknowledged before the this -21- day of 2002, by James V. Mudd, County Manager, on behalf of the COUNTY. He is personally known to tnc. [NOTARIAL SEAL) Gb■ �Ot store of Person T Acknowledgment Bx�ites: Oa 4.2006 xy� aoaw'nw . `r, AMIIMlo 9pidt�� Co, Yie Approved as to fo and au cy: Patrick G. White Assistant County Attorney R mn end val Denton Baker, Interim Director of Financial Administration & Housing 6 Packet Page -1328- EXHIBff "A" LEGAL DESCRIPTION Habitat for Humanity of Collier County, Inc. 6/11/2013 16.D.2. OR; 3158 PG; 2383 1,01 26, Block C, Habitat VWage, according to the plat thereof as recorded In Plat Book 37, Pages M through 51, inehtaive, of the Public records of Collier County, Florida. EXHIBIT'S , IMPACT FEE BREAKDOWN Type of Itttpact Fee A. EMS Impact Fee U $9 . B. Correctional Facil' 'es 7 C. Library Impact r r, r D. Parks Impact Fee: t'' $I 195 L. E. Educational Faciliti impact Fee F. Road Impact Fee .00 G. Water Impact Fee �Rc$2,690.00 H. Sewer Impact Fee $2,840.00 TOTAL IMPACT FEES $119612.98 POWftr"&AVft WAnVW1W%Def=W AVWWCM(061602 1012) 7 Packet Page -1329- BOUNDARY SURVEY MUCT 'D -2w (DRAINAGE) 12' DRAINAGE EASEMENT -- - ----- - - - --p LOT 27 BLOCK "C" ro 10'1 PUBLIC UTILITY EASIYINT LOT 26 BLOCK "C" 89'53 32 W 66.0( 6/11/2013 16.D.2. * ** OR: 3158 PG: 2384 *t* ui 1 I WT 25 m BLOCK "C" I I CQ � I i � I I p I I -- — — — — — — — 1- —�— EXISTING 2' WIDE comm t; j; VALLEY OUTTERI 0 1 _ 173.60' ,�Vfi3 - -32' W 429.03' EXISTING 20' WIDE ASPHALT PAVEMENT C" . wow uw LL . wreew rerf .new eew "ft •man" a &L . OWN" = LL • umm nw VA . "A& een ev.. eer ede• w 0 '�. • fwirew► � . ara wee RIGHT —OF —WAY SCAB: 1' - 30' NOTES: ADDRESS: 12160 FUUZR LANE ALL IMPROVEMENTS ARE EXISTING UNLESS OTHERWISE NOTED ELEVATIONS SHOWN HEREON ARE BASED ON NATIONAL GEODETIC VERflCAL DATUM. 1929 FDBI, PANEL No. IMM7 OBOE D INDICATES THAT THE PROPERTY 13 IN ZONE 'AE', ELEVATION 7.0 BEANNOS ARE BASED ON THE RECORDED PLAT US= BELOW CONTRACTOR/OWNER SHALL VERIFY CONSTRUCTION SETBACK RESTRICT IONS ONLY EASEMENTS ON RECORDED PLAT OR THOSE FURNISHED SURVEYOR ARE SHOWN HEREON LEGAL DESCRIPTION: LOT 88, BLACK 'C' OF HABITAT VILLAGE, A SUBDIVISION AS RECORDED IN PLAT BOOK 37, PACE 46 THROUGH 51 OF THE PUBLIC RECORDS OF COLDER COUNTY, FLORIDA. SAID PARCEL CONTAINING 4949.91 SQUARE FEET OR 0.11 ACRES YORE OR LI118. 1 HEREBY CERTIFY to: HABITAT FOR HUMANITY OF COLDER COUNTY. INC. THAT AN ABOVE GROUND SURVEY OF THE ABOVE DEEMED PROPERTY WAS WADE UNDER MY DIREC"ON AND THAT THE SURVEY AND SKETCH ARE ACCURATE TO THE BEST OF MY KNOWLEDGE AND REM. FURTHER CBRTHn' THAT THIS SURVEY MEETS THE MINAIUM TECHNICAL STANDARDS IN SECTION 472.027, FLORIDA STATUTES AS PER RULE 61017.0 OF THE FLORIDA ADMINISTRATIVE CODE. CERTIFICATION 13 ONLY FOR THE LANDS AS DZBCRt=. IT IS NOT A =RnFICATION OF TTTLE, ZONING, EASEMENTS. MOM FROM ENCUMBRANCES OR CONSTRUCTION SET BACK RE81 CWHS. ABSTRACT NOT REVIEWER THIS SURVEY IS SUBJECT TD EASEMENTS, RESTRICTIONS (INCLUDING CONSTRUCTION SETBACKS) AND RESEPVATKINS OF RECORD. CRRtmm?v OF AUT00im"m Me. Lb sm WANLY .NGINEERING ""�°� °° '..L an V" ° sm primom �eooao< uevd . F inwtn. P.S.M. 862'10 AND DESIGN INC. ,ems : I,DU a, w 0040M. NAM M, LAID MW4WM AND UNGUM AMaWfl=RpM ' so" : t• . 00 ale or .,.E .TWZA ."Ifs, .r -,... "Yrk ""aM/` — — Packet Page -1330- Colder Comm Public Services Division Housing, Human & Veteran Services March 18, 2013 To: Naples Title Tim Toole Tim @naplestitle.com Re: Habitat for Humanity of Collier County, Inc. Obrian & Guerline Morvan 12180 Fuller Lane Naples, FL 34113 11-20-13409:05 File# 03 -072 -SHIP IFD G3- jcco a` c 6/11/2013 16.D.2. The payoff amount to satisfy the property owner's County's SHIP Impact Fee Deferral lien recorded on 11/21/2002, OR Book 3158: Page 2377 with Collier County is: 11612.98. The payoff amount to satisfy the property owner's County's SHIP Second Mortgage loan recorded on 06/23/2003, OR Book 3322; Page 1329 with Collier County is: $2,500.00. Payment should be made to "Collier County Board of County Commissioners" and delivered to: Housing, Human and Veteran Services, 3339 E. Tamiami Trail, Bldg H, Suite 211, Naples, FL 34112. Please include a separate check in the amount of 10.00 for each release/ satisfaction made payable to: Collier County Clerk of Court for the cost of recording. Thanks, Priscilla Doria, Grants Coordinator Phone: 239- 252 -5312 E -fax; 239 - 252 -6518 Email: Priscilladoria@colliergov.net 1 fou,iii�. 3;'. Tamar. Trail East, SLUE 21' - Napk- . FL 34112-.113G! : •tc.:��.. _;�pc ,_, , HUf - 23 -:5: -CAFE is {Si 5 - f_ 331. •,r ; � ... '�'Z . �. -F;S P ; �'•7) � Z�i .ate tiETS ;8c5 ?i w,,-no .COiiie,,rgpv.noUhuniartservices Packet Page -1331- CM 6/11/2013 16.D.2. L 11 if` 4iTi ?,r�Tar'a nt�73:7c r_�7 R1_ L i I lii :L• ,.. x� ! : . 1556 NAPLES TITLE, INC. ESCROW ACCOUNT 4851 N. TAMIAMI TRAIL • SUITE 202 NAPLES, FL 34103 PH. 239 -643 -1844 A REGIONS NAPLES, FLORIDA 63.466/631 ORDERTHE Collier County Board of County Commissioners`'*` * * * * ** * * * * * * *' " " " " "` *' — Eleven Thousand Six Hundred Twelve and 98/100 * ** 001556 April 03, 2013 ...*— $11,612.98'" 6 DOLLARS i MEMO File NT- 201302 -46 - 1556 VOID AFTER SIX MONTHS OF ISSUE .. 11A 'fit •'IELT,"T�*�ri1.a:G -r. APR 2 3 21713 HOUSING & HUMAN SERVICES T480 AL SECTION Packet Page -1332- .:Type : CRS' - ('Haan WM.Caah -Rcpta ).Dlossal documeat ... Doc. Number 100612211 Company code 1000 Fiscalyear 2013 Doc, date 05/02/2013 Posting date 05 /02/2013 Period 08 zaleulate Tax 7- Ref.doc. 203111 Doc.currency USD Doc. Hd-- Text SHIP tat PH Fund Cost Ctr BHS eIrm. Accooat Acrount.ahort.tert Amunr Text Funds.`Ct Camt:: IT, 1=0 _ Funded Ginn . 40 991 104001 POOLED CASH AND INVE 34,112.98 5/2/22013 ASSET NR GDAiR 2 50 991 33222.1 : 369600 GRANT ::FROGRAH INCOME 11:612_98- SHIP LOAN PO MORVAR,-OBP -- 138991 364600 554 33222 332-- $.50 X91 33222.1 369600 GRANT PR^w'RAl: IN'bME 2,500.00- SHIP LOAN PO MORVAN, OHP 13 °991 369600 554 3322, - 332 yd, SO 791 64209.1 884100 SHIP ,,AFFORD HOUSE 20,000.00- SHIP REFUffD- 2ARZDELA,SffI 138791 884300 S54 44209 -GMM CM Packet Page -1333-