Agenda 04/24/2018 Item #11A04/24/2018
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 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. The resolution also specifies
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what 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
and requires a majority vote for Board approval. -
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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)
Prepared By: Cormac Giblin, AICP - Grants and Housing Development Manager; Community and
Human Services Division
ATTACHMENT(S)
1. CAO FULL Ordinance (PDF)
2. CAO Stamped Resolution AH Trust Fund 2018 (PDF)
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: 5343
Item Summary: ***This item to be heard immediately following Item 9C***This Item was
continued from the April 10, 2018 BCC Meeting*** 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) (Cormac Giblin, Grants and Housing
Development Manager; Community and Human Services Division)
Meeting Date: 04/24/2018
Prepared by:
Title: Manager - Technical Systems Operations – Administrative Services Department
Name: Michael Cox
04/11/2018 10:26 AM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
04/11/2018 10:26 AM
Approved By:
Review:
Community & Human Services Maggie Lopez Additional Reviewer Completed 04/12/2018 8:35 AM
Community & Human Services Cormac Giblin Additional Reviewer Completed 04/12/2018 8:43 AM
Public Services Department Kimberley Grant Additional Reviewer Completed 04/12/2018 9:36 AM
Operations & Veteran Services Sean Callahan Additional Reviewer Completed 04/13/2018 9:22 AM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 04/13/2018 9:25 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 04/13/2018 1:42 PM
County Attorney's Office Michael Cox Level 2 Attorney of Record Review Skipped 04/13/2018 2:09 PM
Capital Project Planning, Impact Fees, and Program Management Michael Cox Additional Reviewer Skipped 04/13/2018 2:09 PM
County Attorney's Office Michael Cox Level 3 County Attorney's Office Review Skipped 04/13/2018 2:10 PM
Office of Management and Budget Michael Cox Level 3 OMB Gatekeeper Review Skipped 04/13/2018 2:10 PM
County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 04/18/2018 8:11 PM
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Board of County Commissioners MaryJo Brock Meeting Pending 04/24/2018 9:00 AM
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Packet Pg. 215 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 216 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 217 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 218 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 219 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 220 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 221 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 222 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 223 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 224 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 225 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 226 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 227 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 228 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 229 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 230 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 231 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 232 Attachment: CAO FULL Ordinance (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 233 Attachment: CAO Stamped Resolution AH Trust Fund 2018 (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 234 Attachment: CAO Stamped Resolution AH Trust Fund 2018 (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 235 Attachment: CAO Stamped Resolution AH Trust Fund 2018 (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 236 Attachment: CAO Stamped Resolution AH Trust Fund 2018 (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 237 Attachment: CAO Stamped Resolution AH Trust Fund 2018 (5343 : Housing Plan Implementation Phase II)
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Packet Pg. 238 Attachment: CAO Stamped Resolution AH Trust Fund 2018 (5343 : Housing Plan Implementation Phase II)
Collier County Community
Housing Plan
Implementation
Step Two 4-10-18
Presentation:
Board of County
Commissioners
1
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Packet Pg. 239 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
2
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Packet Pg. 240 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 241 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 242 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 243 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 244 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
Recommendation #2: Supercede/
Establish a LOCAL Housing Trust Fund
7
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. 245 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 246 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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.
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Packet Pg. 247 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 248 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 249 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 250 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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
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In most cases,CLTs operate as independent organizations
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Packet Pg. 251 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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. 252 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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
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Packet Pg. 253 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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
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Packet Pg. 254 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
Collier County Housing Plan
Non-Residential Sqft
17
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Packet Pg. 255 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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.
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Packet Pg. 256 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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
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Packet Pg. 257 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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
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Packet Pg. 258 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
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
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Packet Pg. 259 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
Step Two Implementation Items
Summary:
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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.
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Packet Pg. 260 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :
Questions 23
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Packet Pg. 261 Attachment: Housing Plan- Step 2 - BCC Public Presentation - 040418-1336 (5343 :