Agenda 09/11/2012 Item #16B2qr, 1!2 1- It err I',.�.�.
1✓KECUTJN7L SL 1' MIARI
Recommendation for the Community Redevelopme t Agency (CRA) to approve and execute a
Site Improvement Grant Agreement that is financially assisted by a Fifth Third Bank grant award
between the CRA and a Grant Applicant within the Aayshore Gateway Triangle area.
OBJECTIVE: To approve and execute a Site Ir
Redevelopment Agency (CRA) and a Grant
Community Redevelopment area.
CONSIDERATIONS: The Site Improvement Grant
funded and administered by the CRA as partial reimbu
for residents and non - profit organizations within the R
CRA Board voted in favor of accepting Site Impr
residential improvements provided the 33% CRA matt
$25,000.00 grant award from Fifth Third Bank to be use
ent Grant Agreement between the Community
ant within the Bayshore Gateway Triangle
Program (SIG) is a redevelopment initiative
sement for exterior improvements to buildings
development Area. On February 28, 2012, the
ivement Grant applications for single- family
i was allocated from Fund 717, which holds a
. for Site Improvement Grants.
The CRA will provide a project cost -match of 33% from Fund 717 capped at $8,000.00. Remaining
project dollars are provided by the applicant. The agreement for this SIG reflects a completion date of
October 29, 2012 in order to comply with the Fifth Third Bank Grant Agreement requirement to expend
grant funds by November 29, 2012, thus providing staff and Finance Department time to process the
reimbursement paperwork.
The Site Improvement Grant application (Exhibit A) s bmitted by Irene M. Lichtefelc, owner of the
residential property at 2836 Shoreview Drive, Naples, Florida, 34112, for exterior building upgrades
including replacing windows. doors, removal of siding and nev, stucco, new railings, new decking ant
new stairs was recommended for approval by the Bayshore/Gateway Triangle CRA Local Advisory
Board.
LEGAL CONSIDERATIONS: This item has been 'reviewed by the County Attorney, is legally
sufficient and requires majority vote for Board action. -J�AK
FISCAL IMPACT: Sufficient budget exists within the Payshore CRA Grant Fund (717) Project 33197
to satisfy this application. Of the $25,000.00 in Fund 7 7 budget, $10,238.25 has been awarded by the
CRA Board and $14,761.75 remains. This project to, als $36,677.00, and the request is for up to
$8,000.00 (with a 67% grantee match) for a total fiscal impact of $8,000.00. Should this grant be
awarded, there would be $6,761.75 remaining for future SIG applicants in FY 2012.
GROWTH MANAGEMENT IMPACT: None.
RECOMMENDATION: That the CRA Board approves and authorizes the Chairman to execute the
Site Improvement Grant Agreement between the Community Redevelopment Agency and Irene M.
Lichtefeld, owner of the residential property at 2836 S oreview Drive, Naples, Florida, 34112 in the
amount of $8,000.00
Prepared by:
Ashley Caserta on August 16, 2012
Grants Coordinator, Bayshore Gateway Triangle Community Redevelopment Agency
-1-
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.B.2.
!' 1!20"k2, It e- 1r.E.-
Item Summary: Recommendation for the Community Redevelopment Agency (CRA) to
approve and execute a Site Improvement Grant Agreement that is financially assisted by a Fifth
Third Bank grant award between the CRA and a Grant Applicant within the Bayshore Gateway
Triangle area.
Meeting Date: 9/11/2012
Prepared By
Name: CasertaAshley
Title: Grants Coordinator,
8/22/2012 2:20:27 PM
Submitted by
Title: Grants Coordinator,
Name: CasertaAshley
8/22/2012 2:20:28 PM
Approved By
Name: j ourdan_j
Title: Project Manager,
Date: 8/22/2012 3:08:54 PM
Name: KlatzkowJeff
Title: County Attorney
Date: 8/23/2012 10:47:59 AM
Name: KlatzkowJeff
Title: County Attorney
Date: 8/23/2012 11:00:43 AM
Name: FinnEd
Title: Senior Budget Analyst, OMB
Date: 8/23/2012 5:09:33 PM
Packet Page -2496-
Naive: OchsLeo
Title: County Manager
Date: 9/1/2012 12:41:07 PM
Packet Page -2497-
91R 1_2012 Item 16.E.2.
9111 '2�')? _' - Iterr- I r .
GRANT AGREEMENT BETWEEN CRA AND GRANTEE FOR
SITE IMPROVEMENTS FOR BAYSHORE GATEWAY TRIANGLE
COMMUNITY REDEVELOPMENT AREA
THIS AGREEMENT ENTERED this 11th day of September, 2012 by and between the
Collier County Community Redevelopment Agency (hereinafter referred to as "CRA ") and Irene
M. Lichtefeld, Trustee of the Irene M. Lichtefeld Trust (hereinafter referred to as "Grantee ").
WITNESSETH:
WHEREAS, in Collier County Ordinance No. 2002 -38, the Board of County
Commissioners delegated authority to the CRA to award and administer CRA grants including
contracts with Grantees for CRA grants; and
WHEREAS, Grantee has applied for a Site Improvement Grant in the amount of 8,000.00
dollars: and
WHEREAS, the CRA has determined that Grantee meets the eligibility requirements and
was approved for a grant award in the amount of 8,000.00 dollars on September 11, 2012,
( "CRA Approval "), which is 33% of the costs to construct the site improvements.
NOW, THEREFORE, in consideration of the mutual covenants contained herein and
other valuable consideration, the parties agree as follows:
1. Grantee acknowledges to the CRA that Grantee has received a copy of the Collier
County Community Redevelopment Agency Site lmprovement Grant Program Information and
Application (hereinafter referred to as "Grant Program "), that Grantee has read the Grant
Program, and that Grantee has had ample opportunity to discuss the Grant Program with
Grantee's counsel or advisor. Grantee further acknowledges to the CRA that Grantee
understands and agrees to abide by all of the terms and conditions of the Grant Program.
2. Grantee is the record owner / tenant of property described as 2836 Shoreview
Drive, Naples, Florida 34112
3. Grantee has agreed to make certain improvements to the property pursuant to the
grant application submitted to the CRA dated August 13, 2012 attached hereto as Exhibit A and
incorporated herein by reference.
4. Grantee agrees to complete the construction of the Site Improvements no later than
October 29, 2012, Grantee also agrees to fund at least 67% of the costs of the site
improvements. Grantee is prohibited from paying contractors and /or vendors with cash; all
payments for approved projects must be in the form of a check or credit card drawing on funds
from Grantee's accounts, with the exception of pre- approved agreements where a third party
agrees to pay for improvements on behalf of the Grantee. Full third -party disclosure must happen
Site Improvement Grant Agreement FY 2012
Packet Page -2498-
911,11-9012 Item 6-.E .�
at time of application submittal. The matching funds will be reimbursed to the same party, as
identified in the application, that makes full payment to the vendor.
5. CRA has approved a grant to Grantee in the amount of $8,000.00 to be
administered pursuant to the terms of this Agreement based on an estimated cost of $36,677.00.
If the actual costs are less than the estimated costs to construct the site improvements and less
than $24,000, the grant amount shall be reduced dollar for dollar in matching CRA funds as
determined by ratio of matching private funds required.
6. Unless prior disclosure is included in the grant application, no Grantee, or any
immediate relative of Grantee, shall serve as a contractor or subcontractor for the construction of
the Site Improvements and no Grantee, or any immediate relative of Grantee, shall receive
compensation for labor for the construction of the site improvements. An immediate relative of
Grantee shall include mother, father, brother, sister, son, daughter, aunt, uncle and cousin or
family member by marriage to include mother -in -law, father -in -law, brother -in -law and sister -in-
law. Grantee has verified that all contractors who have provided bids for the approved work are
actively licensed by Collier County. Grantee acknowledges that the total grant award shall not
exceed the sum of lowest bids /price quotes for all projects. Grant funds for work performed by
contractors shall only be disbursed upon verification that said contractors are actively licensed by
Collier County.
7. Grantee agrees to obtain all necessary permits and submit any required plans to
the County's Growth Management Division. Upon completion of the work, Grantee shall submit
to the CRA staff a project summary report, two (2) 8 inch by 10 inch photos of the project after"
improvements are completed, a list of materials and construction techniques used, a list of
architects and /or contractors, and any other information specific to the project or requested by
the CRA staff. The CRA, through its staff, shall confirm that the site improvements were
constructed pursuant to the terms of the application approved by the CRA.
S. Within forty -five (45) days after confirmation that the site improvements were
constructed pursuant to the terms of the approved application, Grantee shall be issued a check in
the amount of the grant. However, if Grantee fails to make the improvements pursuant to the
terms of the approved application, or if the project is not completed within one (1) year of CRA
approval, or if Grantee fails to fund at least 67% of the cost of the Site Improvements, the grant
shall be deemed automatically revoked and Grantee shall be entitled to no funding.
9. This Agreement shall be governed and construed pursuant to the laws of the State
of Florida.
10. This Agreement contains the entire agreement of the parties and their
representatives and agents, and incorporates all prior understandings, whether oral or written.
No change, modification or amendment, or any representation, promise or condition, or any
waiver, to this Agreement shall be binding unless in writing and signed by a duly authorized
officer of the parry to be charged.
11. This Agreement is personal to Grantee, and may not be assigned or transferred by
Grantee or to Grantee's respective heirs, personal representatives, successors or assigns without
the prior written consent of the CRA.
Site Improvement Grant Agreement FY 2012
Packet Page -2499-
� `A 1 :2012 Item
IN WITNESS WHEREOF, the parties have executed this Agreement on the date and year
first written above.
(2)
Witness Signature
1"
Printed/Typed Name
Witness Signature
Printed /Typed Name
ATTEST:
DWIGHT E. BROCh, Cierk
, Deputy Clerh
Approved as to form and
legal sufficiency:
Site Improvement Grant Agreement FY 2012
GRANTEE:
y: ;��m_ c.��
Irene M. Lichtefeld, Trustee of the Irene" M. Lichtefeld Trust
Printed /Typed Name
COLLIER COUNTY COMMUNI''�Y
REDEVELOPMENT AGENCY
Icy:
Donna Fiala, Chairman
Packet Page -2500-
3
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G T E VV
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_&yshore Gateway Triangle CRA I Fit? in, pirc.,isms-ni'(3-7.-',
SIG Application (Detach and submit to CRA office.)
Applicant Information
Grantee Name lhr-
Grantee Address
Yf,--) ec F_ IV 70.1
Site Address
0 1:1. E__ v" h/
Daytime Phone Alternate Phone
1Z 31 e� -
E-Mail Address
Do you own or lease the property? (7) VVIVI'i
E_Y'rn (r- 'A
Packet Page -2501-
I
Bayshore Gateway Triangle CRA
Applicant Commitment of Resources
911 Ei'21 r.�`2" Ite'r 'I P."
-J-/ we n" i !; l c i. �= i r, , ow-acz(s) / tenant(s) of the
property located at 5 li,?. , have the funding and ability to begin the
site improvements listed above and have the ability to complete all improvements within one year of
the approval of the improvement grant by the Collier County Community Redevelopment Agency.
-I./ we further affirm that payment for all work. on approved improvements will come from accounts
in my / our name(s) or the name(s) of entities registered in the State of Florida which I / we have
registered with the state (verification is required). Payment for improvements by from persons or
entities not a party to this Grant Application is grounds for disqualification.
Signature of 'Tenant (if !eased)
Signature of T enant (i` leased")
(if jointly leased)
Signature of Owner
Signature of Owner
(if jointly owned)
Packet Page -2502-
Date
Date
Date
Date
3
9!11 '2C 121 Item 16.S.x.
THIS DECLARATION OF TRUST, made the 17 day of
October, 1987, by IRENE M. LICHTEFELD, of Naples, Florida, as
both "Grantor" and "Trustee"
W I T N E S S E T H;
The Grantor declares that the Grantor now holds and
will continue to hold, in trust, the property specified in Sched-
ule A hereto annexed, together with any property added to the
r;.st estate, as follows:
Article I: Distribution of Trust Funds During the
I.
Grantor's Lifetime. The Trustee shall pay or apply to or for the
benefit of the Grantor during the Grantor's lifetime, (a)
all or
any part of the net income and principal of the trust estate that
the Trustee considers advisable, and (b) such amounts from the
net income and principal of the trust es-:ate as the Grantor re-
quests in writing. Any undistributed income shall be added to
k.,
Principal.
Article II; Distribution of Trust Estate U on the
Death of the Grantor. Upon the death of the Grantor, the Trustee
--
shall dispose of the trust'estate as follows;
A. Marital Deduction Share To Fred R. Lichtefeld
Trust. If the Grantor's husband survives her, the Trustee shall
distribute to the Trustees under a certain Declaration of Trust
dated October `1 1987, created by FRED R. LICHTEFELD, as both
"Grantor" and "Trustee ", as amended to the date of the Grantor's
death and as thereafter amended, to be disposed of under Article
I of such Declaration, or, if such trust is not then in
€,
Packet Page -2503-
9.h ff,1 20 rv, /r} Ile- IlJ.� r
The existing stilt home was built in 1984 and has the original wood siding and original null finish
aluminum windows. The home has a wood deck in front with two access doors to the home and
two separate wood stainvays. The deck boards need to be replaced as well as the stair treads. The
railings are in need of repairs as well. The roof was replaced in 2004.
Proposed Nvork:
1. Replace all windows with new hurricane resistant impact windows
2. Remove all siding and replace with painted stucco.
3. Replace all deck boards with new 6 inch pressure treated wood.
4. Repair and replace all railings as needed.
S. Replace deck stringers as needed. with pressure treated wood.
6. Replace all stair treads with pressure treated wood.
7. Add 1 hurricane clips to each floor stringer.
8. Replace both entrance doors with new hurricane resistant doors.
C��� Packet Page -2504-
Detail: 9.111/21`12- Iterr
Property Record g Sketches Trim Notices
Current Ownership
F- Parcel No. 11 48171280005 Property Address 12836 SHOREVIEW DR
Legal ll GULF SHORES BLK 2 LOT 21
Section Range Strap No.
14 1 50 25 0.16 5A14 391600 2 215A14
Sub No. IL 391600 II GULF SHORES
Use Code IF
2012 Preliminary Tax Roll
(Subject to Change)
If all Values shown belo4v equal 0 this
parcel was created after the Final Tax Roll
I Land Value
S, 73,710.00 1
IN Improved Value
S 32,383.00
Market Value
Calculations
1(-]l SOH Exernpt Value LL Other Exemptionr,
5 0,00
m Assessed value
t 106,093.00
Homestead and other Exempt Value
Taxable. Value
$ 106,003.00
SOH = "Save Our Homes" exempt value due to cap on assessment
increases.
ill
Millage Rate, :]
School Other
F
Total
031 1998
2400 - 1662
Calculations
Latest Sales History
Date
Boot" - F'ags
Amount
031 1998
2400 - 1662
S 0.00
626 - 10
0.00
The Information is Updated Weekly.
t Page -2505-
http://www.collierappraiser.com/RecordDeLC4Packe1L."Op;lvl F " 1'O1ioID=48171280009%20... 8/16/2012
M
�eqrc"- Result�
Collier County Tax Collector
3291 Tamiami Trail East, Naples FL 34112
2011 Tax Roll Inquiry System
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"003 Parcel Inforiiiati.o.ii
00 Parcel Inforiiiation 2004 Parcel Infori-nalim 2005 Parcel In.foraiaJon 12006 flai
-ormation 2008 flarcel Inforiiiation 20.09 Parcel Inforipation 12010 Parcel Information
007 Parcel. Inf . . ... ... ... .. ..... ..... ...... J,
Last Updated: 08/15/2012 5:00pm
Packet Page -2506 -
http:// www. colliertax. com /search/view.php:,L,— ,Lvoov,-t dv-pctge=23&tc=25&tax_year=2... 8/16/2012
141528 TH Avenue North Naples, FL 34103
Phone: 239 - 324 -7878 Fax: 239- 331 -7525
E -Mail: rmoore1415 @yahoo.com
CGC 1517215 Licensed & Insured
August 13, 2012
Mrs. Irene Lichtefeld -Neff
2836 Shoreview Dr.
Naples, FL 34112
Proposal
Irene,
The following is a breakdown of proposed work:
x., .. ;'
VIIJ
c
1.) Remove existing siding and plywood
2.) Repair any rotted 2x4 as needed
3.) Remove existing windows and doors
�.) Remove risers and treads at stairs
5.) Replace stringers that are damaged
6.) Replace (3 each) joist at underside of floor deck
6.) Install new %z "CDX plywood at all walls
7.) Install new PT treads and risers at stairs
8.) Remove deck and install flashing at wall and re- install new PT decking
9.) Install new impact windows (tinted)- per wind rating of new building code
10.) Install new impact doors with single lite window- per wind rating of new code
11.) Install new paperback lathe on all walls
12.) Stucco- all walls (textured), 6" bands around all doors and windows
13.) Band around deck to be removed and new stucco installed
14.) Repair handrail at perimeter of upper deck
15.) Painting /Pressure Washing- stucco, trim, decks, railings, & stair stringers
(Sherman Williams)
16.) Supply and install hurricane straps to floor joist next to existing
16.) Dumpsters /Dump Fees
17.) Cleanup
18.) Permitting /Permit Fees (Windows /Doors)
Packet Page -2507-
9 1120 '? Item 1E. -.'
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141528 TH Avenue North Naples, FL 34103
Phone: 239 - 324 -7878 Fax: 239- 331 -7525
E -Mail: rmoore1415 @yahoo.com
CGC 1517215 Licensed & Insured
August 13, 2012
Mrs. Irene Lichtefeld -Neff
2836 Shoreview Dr.
Naples, FL 34112
Proposal
Irene,
The following is a breakdown of proposed work:
x., .. ;'
VIIJ
c
1.) Remove existing siding and plywood
2.) Repair any rotted 2x4 as needed
3.) Remove existing windows and doors
�.) Remove risers and treads at stairs
5.) Replace stringers that are damaged
6.) Replace (3 each) joist at underside of floor deck
6.) Install new %z "CDX plywood at all walls
7.) Install new PT treads and risers at stairs
8.) Remove deck and install flashing at wall and re- install new PT decking
9.) Install new impact windows (tinted)- per wind rating of new building code
10.) Install new impact doors with single lite window- per wind rating of new code
11.) Install new paperback lathe on all walls
12.) Stucco- all walls (textured), 6" bands around all doors and windows
13.) Band around deck to be removed and new stucco installed
14.) Repair handrail at perimeter of upper deck
15.) Painting /Pressure Washing- stucco, trim, decks, railings, & stair stringers
(Sherman Williams)
16.) Supply and install hurricane straps to floor joist next to existing
16.) Dumpsters /Dump Fees
17.) Cleanup
18.) Permitting /Permit Fees (Windows /Doors)
Packet Page -2507-
g;, , '2�" 12 It err 1 F .= ._
The total lump sum price including all labor and material is: $ 36,677.00
Payments:
1) Deposit:
2) Demolition complete
3) Windows installed
4) Stucco complete
5) Completion
Respectfully,
Rustv I_. oore
20%
35%
30%
10%
5%
Packet Page -2508-
$ 7,355.40
$12,871.95
$11,033.10
$ 3,677.70
$ 1,838.85
HLA 2'20:;'3:x, v; rosot' 239 -2 75-585' 9 /11 �'�r,A � C ,�
! i e r.
Camay Builders LLC
Lee / Collier CBC1256754
office 239- 275 -0554 - cell - 239 -462 -3028- fax 239 - 275 -5865
e -mail - Camavbuildersllc(a-2centurviink .net
PROPOSAL
Aug. 7, 2012
To: Irene Lichtefeld
2836 Shoreview Dr.
Naples, Fl.
We here by submit this proposal to:
Remove existing doors and windows and install new impact glass windows
and half glass pre -hung fiberglass doors with composite frames.
Remove existing siding on main house:
Install '/2" plywood on exterior of main house:
Cover plywood with 309 felt"
Stucco outside with textured finish with 4" bands around openings:
Scrap soffit:
Paint new stucco and soffit only:
Price includes:
All material windows, doors, paint, stucco:
All labor to complete work:
Dwnpster and scaffolding:
One year warranty
Total price ............... ............................... .....................$36,650.00
A�-p t-due �t®- c�untyaaui;I.l.be. extra.
T sc e�aer- I =i ........... .. 0o_ Go
Repairs to wood stairs and deck will be at cost of materials and $28.00...., -
An hour per man performing work. ice-
Thank you ,
Jim Morris/ Camay Builders LLC
We are a state certified contractor.
Packet Page -2509-
..aser:aAsnie)
prom: james mortis [ camaybui ldersllc @centurylink.net]
,,ASent: Monday, August 13, 2012 2:23 PM
To: CasertaAshley
Subject: 2836Shoreview Dr.proposal
Good afternoon Ashley
I hope this helps
Permit cost is $1500.00
Remove old decking ,stairs and handrail and replace with new p.t.wood.Material and labor $8,250.00
We are not removing or replacing joist.
Addition dumpster cost $3,00..r00.,
We are not doing anything to Vshed below.
Total cost for prop sal $46,700.00
If you have any queestim- please.call Jim Morris at 239 -275 -0554 or 239 - 462 -3028
Thank you Camay Builders
Packet Page -2510-
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