Agenda 03/09/2010 Item #16G 2
Agenda Item No. 16G2
March 9, 2010
Page 1 of 27
EXECUTIVE SUMMARY
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Request that the Board of County Commissioners (BCC) acting as the Community
Redevelopment Agency (CRA) approve a Resolution changing various sections of the Immokalee
CRA Commercial Facade Improvement Grant Program Policies and Procedures Document,
Application and Recipient Agreement.
OBJECTIVE:
That BCC acting as the CRA approve a Resolution changing various sections of the Immokalee CRA
Commercial Facade Improvement Grant Program Policies and Procedures Document, Application and
Recipient Agreement identified in and adopted by Section Four of Ordinance Number 08-40, as amended
by Resolution Number 08-349 and Ordinance Number 2009-10, in order to clarify and better explain
applicant requirements and procedural guidelines of the Program.
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CONSIDERATIONS:
On July 30, 2002, the BCC adopted Ordinance No. 2002-38, the "Collier County Redevelopment Grant
Program Ordinance" creating a Site Improvement Grant and Impact Fee Assistance Grant for the
Bayshore/Gateway Triangle Redevelopment Area.
On July 22, 2008 the BCC amended Ordinance No. 2002-38 in order to adopt Ordinance 2008-40
creating a Commercial Fa9ade Improvement Grant Program within the Immokalee CRA using a portion
of the funds in the Redevelopment Trust Fund.
On December 2, 2008 the CRA approved Resolution No. 2008-349 expanding the Immokalee CRA
Commercial Fa9ade Improvement Grant Program to include an Application, Recipient Agreement,
Lessee Agreement, Commitment of Resources Form, Project Summary Form and Payment Request
Form.
On March 10,2009 the BCC approved Ordinance 2009-10 amending Ordinance No. 2008-40 to correct
a scrivener's error in the Policies and Procedures document of the Immokalee Commercial Fa98de
Improvement Grant Program.
The proposed changes to the Immokalee CRA Commercial Fa9ade Improvement Grant program are
indicated in the attached strikethrough/underline versions of the Policies & Procedures document (Exhibit
B), Application (Exhibit C) and Recipient Agreements (Exhibit D). Significant changes include the
requirement for a mandatory pre-application meeting and that CRA Board is required to have the final
decision on all Site Improvement Grant and Impact Fee Assistance Grant applications.
FISCAL IMPACT:
This action is only to make procedural changes to the previously approved Policies & Procedures
document, Application and Recipient Agreements. Therefore, this change by and of itself will have no
fiscal impact on the County.
LEGAL CONSIDERATIONS: This item has been reviewed and approved by the County Attorney's
Office and is legally sufficient-JBW.
STAFF RECOMMENDATION:
Recommend that the BCC approve a Resolution changing the Policies & Procedures document (Exhibit
B), Application (Exhibit C) and Recipient Agreements (Exhibit D) for the Immokalee Commercial Fa9ade
Improvement Grant Program.
.- PREPARED BY:
Bradley Muckel, Project Manager, Immokalee CRA
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Agenda Item No. 16G2
March 9, 2010
Page 2 of 27
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COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
Item Summary:
16G2
Request that the Board of County Commissioners (BCG) acting as the Community
Redeveiopment Agency (CRA) approve a Resolution changing various sections of the
Immokalee CRA Commercial Facade Improvement Grant Program Policies and Procedures
Document, Application and Recipient Agreement
Meeting Date:
3/9/2010 9:00:00 AM
Prepared By
Bradley Muckel Project Manager Date
Immokalee County Immokalee County Redevelopment 2/24/20103:33:30 PM
Redevelopment Agency Agency
Approved By
Penny Phillippi Executive Director, Immokalee eRA Date
Immokalee County Immokalee County Redevelopment 2/26/2010 12:55 PM
Redevelopment Agency Agency
Approved By
Jeff Klatzkow County Attorney Date
0_ 3/2/20104:07 PM
Approved By
OMB Coordinator Date
County Manager's Office Office of Management & Budget 3/3/20108:23 AM
Approved By
Leo E. Dchs, Jr. County Manager Date
County Managers Office County Managers Office 3/3/20108:38 AM
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Exhibit A
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Community Rec\evelopment Agency
iThe plelce to Celli Home!
Commerciql Fqcqqe Improvement progrqm
Policies qnq Procequres
Mq t'ch 2008
310 Alqchuq Sheet
Immokqlee, FL 34142
Exhibit A
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Section 1 - Program Purpose and Benefits
The Immokalee Community Redevelopment Agency's Commercial Facade Improvement
Program allows for the use of Community Redevelopment Agency (CRA) grant funds, in
conjunction with private investments, for general improvements to the exterior of commercial
structures located within the boundaries oCthe Immokalee Urban Designated Area.
The intent of the Conilllercial Facade Improvement Program is to increase commercial
occupancy rates and property values within the CRA while revitalizing the overall appearance of
the Immokalee Urban Designated Area, To accomplish this objective, the Program assists
commercial property owners and tenants to restore or renovate the exteriors of their structures,
thereby improving the area's physical characteristics and enhancing the visual quality and
attractiveness of the envirOlilllent, which will lead to increased investment, occupancy and
property values.
Eligible applicants can receive grant funding up to $20,000 using a one-half (Y:z)-to-one match
with equal applicant funding for facade improvements to commercial structures, To illustrate, if
a grant amount of $20,000 is requested, the applicant must provide funding in an amount of at
least $10,000 toward redevelopment of the project as well.
All facade improvements must be consistent with the Immokalee Community Redevelopment
Plan, Inullokalee Area Master Plan, and the Land Development Code.
-
CRA staff will review applications for completeness and determine if funding is to be
recommended. :file GRA Exeoutive gjreotor ol'-fiesignee may approve g~c8tions of
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Reac\'elepmcnt Agency Advisory Board und-tfle-GRA B08rd-for review for funding approval,
Grant funds will be distributed only upon completion of improvements and submittal of all
receipts, invoices and required documentation to CRA staff. Applicants must be willing to
maintain the renovations and improvements for at least five ycars. The Grantee shall not be liable
to the CRA for repayment of the grant funds provided the Grantee complies with all conditions
set forth in the Grant Agreement. Should the Grantee transfer, sell, divest itself of its interest in
the subject property, or fail to maintain the renovations and improvements during the five-year
period following receipt of the grant funds, the CRA shall be entitled to reimbursement of the
grant funds as foHows:
ElalJSed Time Amount Due eRA
o to one year after grant funds received 100%
One year after grant funds received 80%
Two years after grant funds received 60%
Three years after grant funds received 40%
Four years after grant funds received 20%
Five years after grant funds received 0%
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Grant funding is awarded on a first-come, first-served basis. Based on the amount of funding
requested, applications must be approved by the appropriate entity (CRA, CRA Executive
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Exhibit A
Director or designee) pefore work can begin on the improvements, Grants will not be awarded
for work previously completed or that is in the proccss of being completed.
Scction 2 -Collllllunity Redevelopment AI'ea Boundaries
The Jmmokalee Urban Dcsignated Area Boundaries are reflected on the map attached.
Section 3 - Eligible Expcnscs
I. Facade improvements, such as storefronts, display windows, painting (in conjunction
with othcr improvements), and exterior architectural or sccurity lighting.
2. Removal of elcmcnts that cover original architectural design and details,
3. Signage,
4. Addition and/or replacement of awnings/doors/windows.
S. Ovcrall rcplacement of architectural elements that have structural dcficiencies.
6. Painting, as part of a more comprehcnsive improvement projcct.
7. New stucco and stucco bands.
8, Electrical work directly related to the exterior of the building or the installation of
;.:ppro\'cd ';ignagc.
9. Professional design and engineering 3cl'vices reLlled 10 structural renovation, Bev.'
construction and signage.
10. Landscaping and irrigation (subject to approval of a Landscape Plan).
11. Dcmolition required to facilitate approved facade improvements.
12. Vinyl sofJit and fascia, as part of more extensive project improvements.
] 3. Roof improvements.
14, Improvements that enhance access, such as handicappcd ramps and sidewalks.
IS, Ilccorativc fencing.
16. 111ljlIuvcl11cnts to parking facilities.
17. StOl1ll walel enhancements.
18. Siatues and fCllll1lains.
Section 4 - Ineligible Expenses
1. Physical or visual rcmoval of architecturally important features,
2. Installation of aluminum oll'inyl siding.
3. PHi1l1illg~ when not associated with Oth8f jmpro\'clncnls.
4. Permitting fees.
S. An)' labor performed by a non-liccll,cd contractor.
6. 11l1jlIuvcmcnls constructed prior to cxccution of Ilnal agreement with the eRA.
7. Routine maintenance activities that arc part o1'norl11al property ownership.
8. Repairs performed to correct Code violations.
9, Improvements to a properly that has any judgment licns, is not current on all mortgage
and tax obligations, and has any Code violations.
] O. New construction.
II, Renovations to properties that arc cxclusivcly residential.
12. Renovations to properties that have non-conforming uses.
2
Exhibit A
13. Interior renovations.
Section 5 - Prol!:I'am Cl'iteria
1.
The structure to be improved must be within the boundaries of the Immokalee Urban
Designated Area.
Applicants must demonstrate that all necessary financing required to complete the project
has been secured and that the applicant is providing matching funds that are at least one-
half (Yz) of the amount of the grant amount being requested.
Applicants must have received the requisite CRA, CRA Executive Director or designee
approval prior to commencement of improvements,
All necessary permits and approvals must be obtained from Collier County before work
is commenced. All work is to be performed to the satisfaction of the Collier County
Building Department officials, and all site and landscaping work is to be performed in
compliance with the Land Development Code and all applicable County ordinances and
regulations.
A licensed contractor must perform the work; proof of licensure and insurance is
required.
Applicants must agree to maintain the improvements for at least five years, The CRA,
CRA Executive Director or designee, as applicable, must approve any changes proposed
to the improvements,
The property must be free from any judgment liens, and allmOltgage and tax obligations
must be current.
There may be no more than one approval for project funding per fiscal year. A "project"
is defined as a single 01' set of enhancement/renovation activities for an eligible property.
The total amount of grant funds available for anyone property under this Program is
$20,000, Any subsequent applications for the same property in future years will be
treated cumulatively for purposes of determining funding eligibility.
2.
3.
4.
5.
6.
7.
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8,
9.
Section 6 - Evaluation Critcl'ia
Grant funds are limited and will be awarded on a first-come, first-served basis, Because one of
the primary objectives of the Commercial Facade Improvement Program is to eliminate blighted
conditions and improve the visual impact of the redevelopment area, competed applications will
be evaluated using the following criteria:
L
Consistency with the goals, objectives, policies and principles of the lmmokalee
Community Redevelopment Plan and the Immokalee Area Master Plan.
Adjacency of thc project to a recent or proposed redevelopment project.
Likelihood that the project will result in the occupancy of a presently vacant building.
The amount of funds that the applicant pledged to match leveraged against CRA funds.
The extent to which the project encourages a secure and convenient environment for
patrons and employees.
Receipt of previous facade improvement grant awards (first-time applicants will have
priority over repeat applicants).
2.
3,
4,
5,
6.
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3
Exhibit A
Section 7 - AllPlicatioll Pl'ocedlll'es
A property owner or tenant that is interested in participating in the Commercial Facade
Improvement Program must submit a completed and signed application, along with supporting
documentation, to:
The Inll110kalee Community Redevelopment Agency
310 Alachua Street
Inll11okalee, FL 34142
In addition to other supporting documents, applicants are required to submit quotes from two
licensed contractors with the application,
CRA staff will review applications for completeness and for compliance with Program criteria,
Applications that are incomplete may be retul'l1ed for additional information, Projects that do not
comply with Program criteria will not bc considered for funding,
Awards of funding will be based on the lowest qualified bid. The applicant may elect to choose a
contractor other than the one with lowest qualified bid but shall be responsible for all costs
exceeding the lowest qualified bid. Under all circumstances, the contractor performing the work
must be licensed, insured and have worker's compensation insurance.
It is recommended that applicants retain the services of a registered architect, or similarly
qualified design professional to prepare plans, drawings, renderings and construction
specifications for their projects. Fees for services provided by a registered architect or similarly
qualified design professional may be counted towards the applicant's Program match.
The CRA will not be responsible in any manner for the selection of a contractor. An applicant
should pursue all activities necessary to determine contractor qualifications, quality of
workmanship, and reputation. The applicant will bear full responsibility for reviewing the
competence and abilities of prospective contractors and secure proof of licensing and insurance
coverage.
Commercial Facade Improvcmcnt Program grant applications can be obtained from the
Immokalee Community Redevelopment Agcncy, 310 Alachua Street, Inll11okalee, FL 34142.
4
Exhibit A
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Pre-Application Meeting
If desired, CRA staff will review the applicant's conceptual plans in an infOlmal setting,
including discussion of the eligibility criteria, Program requirements, proposed project
scheduling, and consistency of the proposal with the intent of the Program. At this stage, staff
can offer assistance with the completion of the application forl11 and provide limited technical
and architectural guidance on the project proposal. At the conclusion of the pre-application
meeting, staff will provide the applicant with a general determination as to whether the proposed
project is likely to qualify to receive Program funds and whether the applicant is sufficiently
prepared to move on to the application stage.
Required Submissions
Items required for submission include:
I.
2.
A completed and signed application form.
At least four 4" by 6" color photographs of the existing building exterior, showing all
sides of the building, with emphasis on the area to be improved.
Renderings or conceptual drawings ofthe project when completed.
Two bids from licensed contractors detailing the following:
a, Description of the materials to be used and the construction procedure: and.
b, Itemized cost estimate of the project.
A legal description of the property.
Proof of property ownership and, if a tenant, a copy ofthe lease.
If the property is leased, the property owner must also be a paliy to the grant application
and grant agreement.
Documentation from all lending institutions verifying all mOligage payments on the
property are current and that the lending institutions will provide updated information
upon request by the CRA, CRA Executive Director, or designee.
Documentation indicating that all property tax payments are current.
Proof of property insurance.
3.
4.
5.
6.
7.
_.
8.
9.
10.
Application Approval
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,
,
less. Projects . , 9 will be forwarded to the CRA Advisory Board with a
recommendation from CRA staff for funding approval or denial. All applicants will receive
written notification regarding approval or denial of their application. Ifan applicant's proposal is
approved by the-GRf. Exeoutive 9irector/designee or the CRA, . , the applicant will
receive written notification of the approval, which will inciude a funding agreement listing the
amount of matching funds that are approved.
Documentation of Applicant's Requh'cd Match
The applicant will be required to document the type and source of the matching funds on the
application submitted to the CRA, Verification of the funding sources will be rcquired before
final approval of the grant application,
...
At the discretion of the CRA Executive Director or designee, 01' the CRA, structural repairs
directly related to the building's facade that were completed within six months prior to the date
of the grant application MAY bc used as part or all of the applicant's required match.
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Exhibit A
ConstJ'uction Start
After the grant agreement has been executed, the applicant may award the constl1lction contract
and secure all necessary constlUction permits. The owner/tenant must issue a "Notice to
Proceed" to the contractor and apply for a building permit within 60 days of executing the grant
agreement. Construction must begin within 90 days of execution of the grant agreement and be
completed within] 2 months of the execution of the grant agreement. Extensions may be granted
at the discretion of the CRA Executive Director or designee, contingent upon the applicant's
demonstrating just cause for such an extension.
Modifications to the approved final plans 01' changes to the construction documents, which
produce visible differences in the approved facade design, will require review and approval by
the CRA and/or CRA staff. Failure to receive such approval shall invalidate the grant agreement,
and the agreemcnt will be deemed terminated. ]n the event the agreement is terminated, and if
any grant funds have been disbursed to the applicant by the CRA as provided bclow, the
disbursed funds shall become immediately due and payable to the CRA.
Disbursements
Generally, approved projects willrcccive reimbursement funding upon completion of the project
and submission of allreguired receipts, invoices and documentation. For projects in excess of
$10,000 (grant and applicant match combined), where the applicant cannot secure full funding
for the project, the Executive Director of the CRA may approve the partial payment of grant
funds once a project has rcachcd agrccd-upon milcstoncs, In these cases, the applicant and the
CRA will reach an agreement before construction begins on the terms and conditions of such a
milestone and the amount of the partial payment. However, grant nmds cannot be used to
reimburse the applicant for any work done on the building prior to the date of a fully executed
Grant Agreemcnt bctween the applicant and the CRA.
Funds will be disbursed by a check payable to the applicant (I) upon certification of completion
by a County Building Official, or as agreed to with the CRA Executive Director; (2) CRA staff
verification that the work was completed as proposed in a satisfactory and professional manner;
and (3) submission of allreccipts and required documcntation, including contractor invoicing,
and evidence of payment of funds for reimbursement and match, to CRA staff. Funds will not be
disbursed on projects that are not in accordance with the approved plans.
The Immokalec CRA will make the final dctermination as to whether the project is complete,
Applicants must providc verification, satisfactory to thc CRA, of all projcct costs, including
contractor invoicing, and evidcnce of payment of funds for rcimburscmcnt and match, bcforc
grant funds can be disbursed.
Application Process Summary
]. Applicant submits a completc application to thc CRA officc.
2. CRA staff reviews application for completeness, accuracy and eligibility.
6
Exhibit A
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3.
CRA staff presents recommendation to the CRA Executive Director and/or CRA, as
appropriate.
Upon approval, the applicant will be notified in writing of the amount of the grant
awarded and the documentation that must be provided before funds are released.
4.
Section 8 - Disclosures
The CRA expressly reserves the right to reject any or all applications or to request additional
information from any or all applicants. The CRA retains the right to amend the program
guidelines and application procedures without notice. TIle CRA also retains the right to display
and advertise properties that receive grant funding.
Section 9 - Contact Information
Questions on how to complete the application or on the viability of a proposed project should be
directed to CRA staff at 239,252.231001' 2313.
7
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Exhibit A
INCENTIVE PROGRAM AREAS
IMMOKALEE, FLORIDA.
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SEPTEMBER 21)08
IMMOKALEE, FLORIDA ~-t 0;5, : ,.....~ ~
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COL"JUlUTY REOEVELOFL'EIll' AREA
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Exhibit B
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Collier County Community Redevelopment Agency
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IMMOKALEE eRA
i The Place to Call Home!
Commercial Facade Improvement
Program
Policies and Procedures
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Revised. February 2010
310 Alachua Street
Immokalee, FL 34142
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Exhibit B
Section 1 - Prol!:/'am Purpose and Benefits
The Immokalee Community Redevelopment Agency's Commercial Facade Improvement
Program allows for the use of Community Redevelopment Agency (CRA) grant funds, in
conjunction with private investments, for general improvements to the exterior of commercial
structures located within the boundaries of the Inul10kalee Urban Designated Area.
The intent of the Commercial Facade Improvement Program is to increase commercial
occupancy rates and property values within the CRA while revitalizing the overall appearance of
the Immokalee Urban Designated Area. To accomplish this objective, the Program assists
commercial property owners and tenants to restore or renovate the exteriors of their structures,
thereby improving the area's physical characteristics and enhancing the visual quality and
attractiveness of the environment, which will lead to increased investment, occupancy and
property values.
Eligible applicants can receive grant funding up to $20,000 using a one-half (Yt)-to-one match
with equal applicant funding for facade improvements to commercial structures. To illustrate, if
a grant amount of $20,000 is requested, the applicant must provide funding in an amount of at
least $10,000 toward redevelopment of the project as welL
All facade improvements must be consistent with the Immokalee Community Redevelopment
Plan, Immokalee Area Master Plan, and the Land Development Code,
CRA staff will review applications for completeness and determine if funding is to be
recommended. Grant funds will be distributed only upon completion of improvements and
submittal of all receipts, invoices and required documentation to CRA staff. Applicants must be
willing to maintain the renovations and improvements for at least five years. The Grantee shall
not be liable to the CRA for repayment of the grant funds provided the Grantee complies with all
conditions set forth in the Grant Agreement. Should the Grantee transfer, sell, divest itself of its
interest in the subject property, or fail to maintain the renovations and improvements during the
five-year period following receipt of the grant funds, the CRA shall be entitled to reimbursement
of the grant funds as follows:
Elapsed Time Amount Dne eRA
o to one year after grant funds received lOO%
One year after grant funds received 80%
Two years after grant funds received 60%
Three years after grant funds received 40%
Four years after grant funds reccivcd 20%
Five years after grant funds received 0%
Grant funding is awarded on a fIrst-come, first-served basis. Based on the amount of fuuding
requested, applications must be approved by the appropriate entity (CRA, CRA Advisory Board,
CRA Executive Director or designee) before work can begin on the improvements. Grants will
not be awarded for work previously completed or that is in the process of being completed.
1
Exhibit B
-...."
Section 2 -Community Redevelopment Area Boundaries
The Immokalee Urban Designated Area Boundaries are reflected on the map attached.
Section 3 - EIhdb1e Expenses
1. Facade improvements to commercial structures, such as storefronts, display windows,
painting (ill conjunction with other improvements), and exterior architectural or security
lighting.
2. Removal of elements that cover original architectural design and details.
3. Signage.
4. Addition and/or replacement of awnings/doors/windows.
5. Overall replacement of architectural elements such as columns and arched windows that
have structural deficiencies.
6. Painting, as part of a more comprehensive improvement project.
7. New stucco and stucco bands,
8, Electrical work directly related to the exterior of the building or the installation of
approved signage.
9. Professiofttl! Design services ~uired to produce color rendering related
to structural renovation, new construction and/or signage.
10. Landscaping and irrigation (subject to approval of a Landscape Plan).
11. Demolition required to facilitate approved facade improvements.
12. Vinyl soffit and fascia, as part of more extensive project improvements.
13. Roof improvements, as pati of more extensive pJ:Qject improvements.
14, Improvements that enhance access, such as handicapped ramps and sidewalks.
15. Decorative fencing.
16. Improvements to parking facilities, as part of more extensive pJ:Qject improvements.
17. Storm water enhancements.
18. Statues and fountains.
19, Permitting fees.
20. Repairs performed to correct Code violations.
Section 4 - IlIelhdble Expenses
-,,_.
Physical or visual removal of architecturally important features.
Installation of aluminum or vinyl siding.
Painting, when not associated with other improvements.
Permitting fees.
Any labor performed by a non-licensed contractor.
Improvements constructed prior to execution of final agreement with the CRA.
Routine maintenance activities that are part of normal propeliy ownership,
<Ie violations.
lh 7. Improvements to a property that has any judgment liens, is not CUITent on all mortgage
and tax obligations, and has any Code violations,
.w. 8. New construction,
++'-2, Renovations to properties that are exclusively residential.
-I+. 10. Renovations to properties that have illegal non-conforming uses.
R II. Interior renovations.
I.
2,
3,
4,
~4.
6, 5.
+. 6.
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Exhibit B
Section 5 - Program Criteria
The structure to be improved must be within the boundaries of the Immokalee Urban
Designated Area.
Applicants must demonstrate that all necessary financing required to complete the project
has been secured and that the applicant is providing matching funds that are at least one-
half (Y2) of the amount of the grant amount being requested.
Applicants must have received the requisite CRA, CRA Advisory Board, CRA Executive
Director 01' designee approval prior to commencement of improvements.
All necessary permits and approvals must be obtained from Collier County before work
is commenced, All work is to be performed to the satisfaction of the Collier County
Building Department officials, and all site and landscaping work is to be performed in
compliance with the Land Development Code and all applicable County ordinanccs and
regulations.
A licensed contractor must perform the work; proof of licensure and insurance is
required.
Applicants must agree to maintain the improvements for at least five ycars. The CRA,
CRA Executive Director or designee, as applicable, must approve any changes proposed
to the improvements.
The property must be frec fi.om any judgment liens, and allmorlgage and tax obligations
musl be current.
There may be no more than one approval for project funding per CRA fiscal year which
runs ti.om October 151 thru September 30lh A "project" is defined as a single or set of
cnhaneemcnl/renovatioll aetivitics for an eligiblc property.
The total amount of grant flll1ds available for anyone properly under this Program is
$20,000 Iler fiBeRI ye<}l:o.. d~nding on 11tnding availabili!.\:. ARY-tmhsefjt1
fBf-l.Joe-5iHtle-i1ffijlCf(Y .ill .futil1"0..)'t'aFS--\v+U--Be-+reak'fl-€tllnala~)HfpOSes of
dek'l'I'H+ttf.ng-flmdi>>g -"j ibo.i h i1 i1-)~
lQ,_ _11~J1r!2ieet l1!IJ~.Lbgjl1_ac((,rdance \vith('[Z/\ Ik.signgllisle!ines.l1s depicted in the CRA
Form Based Guidelines clIld!or eRA Public Realm Plan.
1.
2.
3.
4.
5.
6.
7,
8.
9.
Section 6 - Evaluation Criteria
Grant funds arc limited and will be awarded on a first-come, first-scrved basis. Because one of
the primary objcctives of the Commercial Facade Improvement Program is to eliminate blightcd
cOJl(litinns and improvc thc visual impact of the redevelopmcnt area, competed applications will
be evaluated using the following criteria:
1. Consistency with the goals, objcctives, policics, fQ1111-based Quidclincs and principles of
the Immokalce Community Redevelopmcnt Plan and the Immokalec Area Master Plan.
2, Adjacency of the project to a recent or proposed redevelopment project.
3. Likelihood that thc projcct will rcsult inlhc occupancy ofa prcsently vacant building.
4. The amount of funds that the applicant pledgcd to match leveraged against CRA funds.
5. The extcnt (0 which thc project encourages a secure and convenient environment for
patrons and employees.
6. Receipt of prcvious !i\cade improvement grant awards (first-time applicants will have
priority over rcpeat applicants).
3
Exhibit B
Scction 7 - Al!Plicatioll Pl'Ocedurcs
Mandatory Pre-A12Illication Meeting
CRA staff will review the aJWlicant's conceptual plans in an informal setting. including
discussion of the eligibility criteria. Program requirements. pJ:Q1losed pJ:Qject scheduling. and
consistency of the pJ:Q1losal with the intent of the Program. At this stage. staff can offel'
assistance with the completion of the agplication form and provide limited technical and
architectural guidance on the J2!:2.iect J2[QJJosal. At the conclusion of the pre-ap,plication meeting.
staff~'ilI provide the agplicant with a general determination as to whether the illQ]Josed QrQ,ject is
likely to qualify to receive Program funds and whether the ap,plicant is sufficiently PEpared to
move on to the application stage.
Requircd Submissions
Items required for submission include:
1.
2.
A completed and signed application form,
At least four 4" by 6" color photoflliUlhs of the existing building exterior. showing all
sides of the building. with emphasis on the area to be improved.
Color renderings 01' conceptual drawings of the JEQiect when completed.
Two bids frollllicensed contractors detailing the following:
a. Description of the materials to be used and the construction procedure: and.
b, Itemized cost estimate ofthe lli:Qject.
A legal description of the m:QJJerty.
Proof ofQ[Qperty ownership and. if a tenant. a copy of the lease.
If the ]2!:QJlerty is leased. the ]2!:QJlerty owner must also be a party to the grant aQ)Jlication
and grant agreement.
Documentation fi'om all lending institutions verifYing all mortgage payments on the
I2!QIJertv are current and that the lending institutions will provide updated information
!!pon request by the CRA. CRA Executive Director. 01' designee.
Documentation indicating that all ]2!:QJlerty tax payments are current.
Proof of illQ]Jerty insurance.
3.
4.
^",'-
5.
6.
7.
8,
9.
10.
Documentation of AJllllicant's Required Match
The applicant will be required to document the type and source of the matching funds on the
l!Jllilication submitted to the CRA. Verification of the funding sources will be required before
final ap,proval of the grant aJWlication,
At the discretion of the CRA Executive Director 01' designee. 01' the CRA. structural repairs
directly related to the building's facade that were cOlllpleted within six months prior to the date
of the grant application MAYbe used as patt or all of the agplicant's rcquired match.
-
A property owner 01' tenant that is interested in participating in the Commercial Facade
Improvement Program must submit a completed and signed application, along with supporting
documentation, to:
The hnmokalee Community Redevelopment Agency
3 I 0 Alachua Street
Imlllokalee, FL 34142
4
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- ,'.~ .
Exhibit B
In addition to other supporting documents, applicants are required to submit quotes from two
licensed contractors with the application, AJwlicants can access the Collier County licensed
contractor database by using the following link:
!illP :/1 al2Ps2.co II iergov .net/webaPJls/vision/ConCelV defau I t .asPb
CRA staff will review applications for completeness and for compliance with Program criteria.
Applications that are incomplete may be retumed for additional information. Projects that do not
comply with Program criteria will not be considered for funding.
Awards of funding will be based on the lowest qualified bid. The applicant may elect to choose a
contractor other than the one with lowest qualified bid but shall be responsible for all costs
exceeding the lowest qualified bid. Under all circumstances, the contractor performing the work
must be licensed, insured and have worker's compensation insurance,
It is recommended. but not mandatory, that applicants retain the services of a registered architect,
or similarly qualified design professional to prepare plans, drawings, renderings and construction
specifications for their projects. Fees for services provided by a registered architect or similarly
qualified design profcssionalmay be counted towards the applicant's Program match 01' award,
The CRA will not be responsible in any manner for the selection of a contractor. An applicant
should pursue all activities necessary to determine contractor qualifications, quality of
workmanship, and reputation. The applicant will bear full responsibility for reviewing the
competence and abilities of prospective contractors and secure proof of licensing and insurance
coverage.
Conunercial-Faooae Improyement-Pregram grant a~icutions can
lmmokaleo Communi~oYolepmollt Agoll~
,
ffil review the a~icant's conceJ*tlal---plans in an informal setting,
inohlding discussion of-+llc cligibility criteria, Program requirements,i*6j3ese&--pFejeet
wheffitling, and consisten~e-pffijJ." e-Program, AHhis stage,staff
can offer assistance witlt-tfle comple#e~o a~ication form un
flI1fl--afell~ural guidance on lfle-j3~. e conclusion of -the pro uJ7plication
ffi ' ~p11cant with a general~termination as to whetHer-tfle-pffijJosed
proj ). gram ftmtls ana-wHelfler4he aj7p1iGant is suf4iciently
prepared-to mo','o on tB-th ge,
Dann'..fi<Il<.... . .
~wIllISSIOIlS
Hems required-for submission in~
. a sign . 'Ifr.
2. At-leoot-rour <P-by 6" oolor pIletographs of-lfle existing lmikling exterior, shO\ving all
e-area--te-Bc improyod.
3.
4.
.
Renderings or co
Two 1*Is-from licensed conlfa
a.I:loscription ol'-tfl
. ~MI....~. ~..~
~
5
Exhibit B
.
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.
8. 90oumentation frolli all-lea~ions vCf'ifying all mortgage payments on tfle
.
.
GRA Executive Direotor, or designee.
,
.
Application Approval
Projects will be &-GR.!. f.dvisory Board with a reOOI1Ull
for fund~roval or denial, reviewed by the CRA Executive Director and the CRA Advisorv
Board. Proiect a~plications will then be sent to the County Attornev's Office for legal review
prior to being placed on the CRA Board agenda for final fundin&J!llilroval. Whether ap..proved or
denied. all a]2plicants will receive written notification of their ap"plication status after the CRA
Board meeting. ~ioants will reoeive written notification regarding-approval or denial-ei'
their application. If ", esal-ts approved by-tfle-GAA the applicant will receive
written notification in the form of a Notice to Proceed which will include a
nmding agreement Hstffig citing the amount of matching funds that are approved.
.,.
DaculIleniftti
=File a\3fllicant will-be required-to document--tfle-type and source of -the matehffig-funds on the
awJication submitte4-t&-the CRA. Verification of-tfle.-funding sources .,yiH-6c rcquired-befmo
. .
M-the disoretion ol'--tlle GRJ\ EKecutive Director or designee, ol'--tfle-GRA,
. , . . .
structural repaifs
.
.
,
Coush'uction Stal.t
After the grant agreement has been executed, the applicant may award the construction contract
and secure all necessary construction permits. The owner/tenant must issue a "Notice to
Proceed" to the contractor and apply for a building permit within 60 days of executing the grant
agreement. Constl'llction must begin within 90 days of execution of the grant agreement and be
completed within 12 months of the execution of the grant agreement. Extensions may be granted
at the discretion of the CRA Executive Director or designee, contingent upon the applicant's
demonstrating just cause for such an extension.
.-
Modifications to the approved final plans 01' changes to the constl'llction documents, which
produce visible differences in the approved facade design, will require review and approval by
the CRA and/or CRA staff. Failure to receive such approval shall invalidate the grant agreement,
and the agreement will be deemed terminated. In the event the agreement is terminated, and if
any grant funds have been disbursed to the applicant by the CRA as provided below, the
disbursed funds shall become immediately due and payable to the CRA,
6
--~'^-~-
NO ''" ,.._.,...._~,.".__.
Exhibit B
Disbursements
Generally, approved projects will receive reimbursement funding upon completion of the project
and submission of all required receipts, invoices and documentation. For projects in excess of
$] 0,000 (grant and applicant match combined), where the applicant cannot secure full funding
for the project, the Executive Director of the CRA may approve the partial payment of grant
funds once a project has reached agreed-upon milestones. In these cases, the applicant and the
CRA will reach an agreement before construction begins on the terms and conditions of such a
milestone and the amount of the partial payment. However, grant funds cannot be used to
reimburse the applicant for any work done on the building prior to the date of a fully executed
Grant Agreement between the applicant and the CRA.
Funds will be disbursed by a check payable to the applicant (1) upon certification of completion
by a County Building Official, or as agreed to with the CRA Executive Director; (2) CRA staff
verification that the work was completed as proposed in a satisfactory and professional manner;
and (3) submission of all receipts and required documentation to CRA staff, including contractor
invoicing, and evidence proof of payment of funds for reimbursement and match in the forl11 of
canceled checks, money order or cashier's check made payable by the ApJllicant to the aJ)]lroved
contractors listed on the initial aJ2plication . , Funds will not be disbursed on projects
that are not in accordance with the approved plans,
+fl
~icnnts mUSl-jlroviae verification, saltsfu6tory te-4
, .. ~ .~ L
contractor lllVOlcmg, anu e','lllcncc O.,laym
granf.-funds can be disbursech
Application Process Summary
I. Pre-AJ)]llication Meeting
-h 2. Applicant submits a complete application to the CRA office,
;1, 3. CRA staff reviews application for completeness, accuracy and eligibility.
;h 4. CRA staff presents recommendation to the CRA Executive Director, , CRA
Advisory Board, COllnty Attorney's Office and CRA Board as appropriate,
4, 5. Upon approval, the applicant will be notified in writing of the amount of the grant
awarded and the documentation that must be provided before fnnds are released,
Requit'ed Documentation Summary
Stage I: Pre-Al2plication Meeting
. Color Conceptual plans (consistent with building permit aQplication)
Stage 2: AQplication AllProval Meeting (prior to construction start)
. Completed Fayade Program aJ)]llication
. Proof of pJ:Qllerty ownership (deed) or lease (if leased)
. Most recent l1!QPerty tax receipJ
. Most recent Iill!perty insllrance recein!.
. Most recent mortgage statement
. Occupational License
. Two bids from general (01' trade) contractors listed in database on allJllication
. Fayade Program Recipient Agreement
7
Exhibit B
. Lessor/Owner Authorization for Improvements Form, ifap-plicable
. fillplicant Commitment of Resources form along with verification of matching fund
source (bank statement, loan agreement)
. Before photos highlighting existing conditions (CRA Staff)
Stage 3: Proiect Completion Meeting
. Proiect Summary and Evaluation Report
. Payment Request form
. Collier County building permit
. Payment verification
. Final Collier County inspection verifications
. After photos highlighting completed improvements (CRA Staff)
Section 8 - DiseIosUl'cs
The CRA expressly reserves the right to reject any or all applications or to request additional
information from any or all applicants. The CRA retains the right to amend the program
guidelines and application procedUl'es without notice, The CRA also retains the right to display
and advertise properties that receive grant funding.
Section 9 - Contact Information
Questions on how to complete the application or on the viability of a proposed project should be
directed to CRA staff at 239.252.~ 5549 or 2313,
.-
8
.....---.,.-..-
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.-
Exhibit B
INCENTIVE PROGRAM AREAS
IMMOKAtEE, FLORIDA
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SEPTEMBER 2006
IMMOKALEE, FLORIDA
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Exhibit C
Date of Ap'plication:
,'~',
IMMOKALEE
C RA Collie! COllll~ Communl~
Redevelopmenl Agency
Immokalee eRA I CommercIal Fagacle Improvement GrantAppllcatlon
Commercial Fa ade Grant A Iication (9etilelHl
Applicant Infol'mation
Site Addre,.
Daytime Phone
Alternate
Phone
E-Mail Address
Do you own or lease the properly?
Occupational License No.
. .
Authorized Representative Signature:
Project Information
Describe the existin conditions of the site (attach additional sheets ifnecessar ).
Outline the ro osed im rovements in detail (attach additional sheets if necessary).
List AQProved Contractors and Amounts.
REQIJlREI> ATTACHMENTS "ROM APPLICANT:
1) OUt' ('stimah: l'm~h from '1'\\'0 ('OlltI'Hc1oJ's 1'01' ('aell project. These contractors MUST he listed in the online
database htt ):/Ia ) Is2.colJicr JO\'.nct/wcha ) Js/"isiun/CoIICcrfldcfaIlH.as n:
2) Business OWJl(~rs: (,IIPY of Ol'ClIpatillllalli{'CIISl\
eRA STAFF: .
.,-.
1) Attach two color photos of each I"'oject to be
performed.
2) Attach Property App.'aiscr 10.
Estimated cost of improvements:
Maximum gl'Rllt award:
$
$
-",- --
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.".-~- ~
~- .-
Agenda Item No. 16G2
March 9, 2010
Exhibit lJ'age 23 of 27
COMMERCIAL FACADE IMPROVEMENT PROGRAM RECIPIENT AGREEMENT
THIS AGREEMENT ENTERED this day of
between the Collier County Community Redevelopment
(hereinafter referred to as "CRA ") and
(hereinafter referred to as "GRANTEE").
,
by and
(Immokalee)
(company)
Agency (CRA)
WIT N E SSE T H:
WHEREAS, in Collier County Ordinance No. 2002-38, as amended July 22, 2008, by
Ordinance 2008-40, the Board of County Commissioners delegated authority to the CRA to
award and administer CRA programs and awards including contracts with business GRANTEES
within the boundaries of the Immokalee CRA for CRA grants; and
WHEREAS, the CRA Commercial Facade Improvement Program (hereinafter referred to
as the Fayade Program) allows for the use of CRA funds, in conjunction with private
investments, for celiain improvements to commercial structures located within the boundaries of
the lmmokalee CRA; and
WHEREAS, the intent ofthe Facade Program is to increase commercial occupancy rates
and propeliy values within the CRA while revitalizing the overall appearance of the Immokalee
Area; and
WHEREAS, GRANTEE has applied for a fayade grant in the amount of
dollars;
and
WHEREAS, the eRA has determined that GRANTEE meets the eligibility requirements
and was approved for a Fayade Program award in the amount of dollars on ,
("CRA Approval").
NOW, THEREFORE, in consideration of the mutual covenants contained herein and
other valuable consideration, the parties agree as follows:
I. GRANTEE acknowledges to the CRA that GRANTEE has received a copy of the
Fayade Program, that GRANTEE has read the Fayade Program Policies and Procedures
document, and that GRANTEE has had ample opportunity to discuss the Fayade Program with
GRANTEE'S counselor advisor. GRANTEE fuliher acknowledges to the CRA that GRANTEE
understands and agrees to abide by all of the terms and conditions of the Fayade Program.
GRANTEE agrees to the terms and conditions of the Fayade Program attached hereto as Exhibit
A and incorporated herein by reference.
- 1 -
Agenda Item No. 16G2
March 9, 2010
Exhibit If'age 24 of 27
.~
2.
GRANTEE is the record owner of property described as:
.
3. GRANTEE has agreed to make certain improvements to the property pursuant to
the Fa~ade Program application submitted to the CRA dated attached hereto as
Exhibit B and incorporated herein by reference.
4, CRA has approved an award to GRANTEE in the amount of $
administered pursuant to the terms of this Agreement based on an estimated cost of $
to be
.
5. 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 improvements and no GRANTEE or any immediate relative of GRANTEE,
shall receive compensation for labor for the construction of the improvements. An immediate
relative of GRANTEE shall include mother, father, brother, sister, son, daughter. aunt, uncle and
cousin or family member by malTiage 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 and GRANTEE agrees that all labor will
be performed only by the lowest bidding contractor.
6. GRANTEE agrees to obtain all necessary permits and submit any required plans
to the Collier County Community Development and Environmental Services Division. Upon
completion of the work, GRANTEE shall submit a closeout package to the CRA which will
include all applicable (electrical, structural, fire, plumbing, etc.) final inspection verification
from Collier County Building Inspection Division, The CRA, through its staff, shall confirm that
the improvements were constructed pursuant to the terms of this agreement approved by the
CRA and shall create a final repOlt to include digital color photographs of the project before and
after completion.
7. Within forty-five (45) days after confirmation that the improvements were
constructed pursuant to the terms of the approved application, GRANTEE shall be issued a
check in the amount of the award. However, if GRANTEE fails to make the improvements
pursuant to the terms of this agreement, including construction start within 90 days of execution
ofthe grant agreement and completion within ]2 months of the execution of the grant agreement,
the award shall be deemed revoked and GRANTEE shall be entitled to no funding.
8.
of Florida.
This Agreement shall be governed and construed pursuant to the laws of the State
,,'''.
9. This Agreement, along with its incorporated attachments, contains the entire
agreement of the patties and their representatives and agents, and incorporates all prior
understandings, whether oral or written. No change, modification or amendment, or any
-2-
----_.-
-,-_.-- ,- ...,,--,.'.
-_._~
,'-,
........--
Agenda Item No. 16G2
h. . March 9, 2010
Ex Iblt ~age 25 of 27
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 patty to be charged.
10. This Agreement is personal to GRANTEE, and may not be assigned or transfened
by GRANTEE or to GRANTEE'S rcspective heirs, personal representatives, successors or
assigns without the prior written consent of the CRA.
IN WITNESS WHEREOF, the patties have executed this Agreement on the date and year
first written above.
GRANTEE(s):
(1)
Witness Signature
By:
Printedffyped Name
Printed/Typed Name, Title and Company
(2)
Witness Signature
By:
-.--------------,----.
Printed/Typed Name
PrintedlTyped Name
ATTEST:
DWIGHT E. BROCK, Clerk
COLLIER COUNTY COMMUNITY
lZEDEVEIlWMENT AGENCY
---,-
, Deputy Clerk
By.
._.._-_._._-~--
,
, Chairman
Approved as 10 form and
legal sulIicieney:
~w
County Attorney .'sO_lIiee
Tllis Agreement is to be signed alld witllessed AI<'TER eRA staff has found the application to be complete.
- 3 -
Agenda Item No. 16G2
March 9, 2010
Page 26 of 27
-
CRA RESOLUTION NO 10-
A RESOLUTION OF THE COLLIER COUNTY COMMUNITY
REDEVELOPMENT AGENCY RELATING TO THE IMMOKALEE COMMUNITY
REDEVELOPMENT AGENCY COMMERCIAL FACADE IMPROVEMENT
GRANT PROGRAM PROVIDING FOR CHANGES TO THE POLICIES
DOCUMENT, APPLICATION AND RECIPIENT AGREEMENT.
WHEREAS, on July 30, 2002, the Board of County Commissioners of Collier
County, Florida (BCC) adopted Ordinance No. 2002-38, the "Collier County
Redevelopment Grant Program Ordinance" creating a Site Improvement Grant and
Impact Fee Assistance Grant for the Bayshore/Gateway Triangle Redevelopment Area;
and
_.
WHEREAS, on July 22, 2008 the BCC adopted ordinance No. 2008-40
amending Ordinance No. 2002-38 in order to create a Commercial Fa<;:ade
Improvement Grant Program within the Immokalee Community Redevelopment Area
(CRA) using a portion of the funds in the Redevelopment Trust Fund; and
WHEREAS, on December 2, 2008 the CRA, acting on behalf of the BCC,
adopted resolution 2008-349 amending ordinance No. 2008-40 to include the following
forms in the Fa<;:ade Grant program for the Immokalee Community Redevelopment
agency:
1. Fa<;:ade Grant Application
2, Fa<;:ade Grant Recipient Agreement
3, Lessee Agreement
4. Applicant Commitment of Resources Form
5. Project Summary and Evaluation Form
6. Payment Request Form
WHEREAS, on March 10, 2009 the BCC adopted Ordinance No. 2009-10 to
correct a scrivener's error in the Commercial Fa<;:ade Grant Program Policies and
Procedures document; and,
WHEREAS, the Immokalee CRA desires to make various changes as depicted in
the strikethrough/underline versions of the following Commercial Fa<;:ade Grant Program
documents:
1. Fa<;:ade Grant Program Policies and Procedures Document (attached
hereto as Exhibit B)
2, Fa<;:ade Grant Application (attached hereto as Exhibit C)
3. Fa<;:ade Program Recipient Agreement (attached hereto as Exhibit D);
and
r-
NOW, THEREFORE, BE IT RESOLVED BY THE COLLIER COUNTY
COMMUNITY REDEVELOPMENT AGENCY that:
- 1 -
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March 9, 2010
Page 27 of 27
SECTION 1 Adoption.
The Commercial Fa9ade Improvement Grant Program Policies and Procedures
Document (Exhibit B), with Program Application (Exhibit C) and Recipient Agreement
(Exhibit D) are hereby established, created and adopted in accordance with the
provisions of Collier County Ordinance No. 2008-40, "Fa9ade Grant Program for the
Immokalee Community Redevelopment Area" attached hereto as Exhibit A.
SECTION 2 Administration.
After the BCC allocates grant funding for the fiscal year, the CRA Board shall approve
an award of grant to applicant for the grant, and approve payment upon completion of
work by the applicant. The CRA delegates the administration of the grant program to the
Executive Director and Immokalee Local Redevelopment Advisory Board to include but
not be limited to: the application process, review and recommendation of recipients,
monitoring grant progress, and recommending grant payment upon completion of work.
The recipients of any grant funds shall be required to execute the attached Grant
Recipient Agreement (attached hereto as Exhibit D).
SECTION 3 Severabiiity,
If any section or portion of this Resolution proves to be invalid or unlawful or
unconstitutional it shall not be held to Invalidate or impair the validity force or effect on
any other section or part of this Resolution.
SECTION 5 Effective Date.
This Resolution shall become effective immediately upon passage and adoption.
of
This Resolution adopted after motion second and majority vote this
20 .
day
ATTEST:
DWIGHT E BROCK
COMMUNITY REDEVELOPMENT
AGENCY OF COLLIER COUNTY,
FLORIDA
BY:
Deputy Clerk
BY:
JIM COLETTA, CHAIRMAN
Approved as to Form and Legal
Sufficiency
.
Jennifer . White
Assistant County Attorney
-2-