Agenda 06/22/2010 Item #16D 4
Agenda Item No. 1604
June 22, 2010
Page 1 of 13
EXECUTIVE SUMMARY
Recommendation to approve and authorize the Chairman to sign two (2) lien agreements
for deferral of 100% of Collier County impact fees for owner occupied affordable housing
dwelling units located in Collier County. Approval of this item will transfer previously
approved deferral agreements from developer to owner occupants with a continuing fiscal
impact of $30,492.52.
OBJECTIVE: To approve and authorize the Chairman to sign the attached two (2) lien
agreements for deferral of 100% of Collier County impact fees for owner occupied affordable
housing dwelling units located in Collier County. Approval of this item will transfer previously
approved deferral agreements from developer to owner occupants.
CONSIDERATIONS: Article IV of Chapter 74 of the Code of Laws and Ordinances
established a program to defer impact fees for qualified affordable housing. Pursuant to this
program, applications for deferment were submitted by program participants, which applications,
after staff review, wcre determined to qualify for the program. Legal status has been verified and
documents are on file at the office of Housing and Human Services.
The ordinance requires that a lien agreement be entered into with the applicant as a condition of
deferral of the impact fees. Section 74-401(3) of the Code authorizes the County Manager to
sign deferral agreements with applicants qualifying for impact fee deferrals for affordable
housing, which has long been the practice. The ordinance, however, gives thc County Manager
discretion in whether to enter into the Agreement. Accordingly, in keeping with recent
discussion and direction by the Board, the County Attorney's Office has determined that until
directed otherwise by the Board, these agreements routinely be placed on the consent agenda for
the Board's review, approval and Chairman's signature.
Approval of this agenda item will continue the deferral of 100% of Collier County impact fees
for the following owner occupied affordable housing dwelling units. Please note that these
agreements will transfer previously approved deferral agreements from developer to owner
occupants. As such, no new money is being deferred at this time.
Applicant(s)
Esmeralda Rodri ez
Crisla Jose h
File
Number
1O-084-1F
lO-083-IF
Legal Descripti
.. Lot}_:J1 Libe,!x: La
Lot 66 Libert)' Lan
T Deferral Deferral Being
on Amount ReDlaced
nding- $ 1 5,246,26 OR4514PG2840
dino $15,246.26 OR 4514 PG 2792
~---
FISCAL IMPACT: These agreements will continue to defer in total $30,492.52 in impact fees.
Although it is expected that the County will ultimately collect these deferred fees (generally
upon the sale of the residence), there is no guarantee as to if, or when, this would occur.
GROWTH MANAGEMENT IMPACT: None.
-
LEGAL CONSIDERATIONS: This item has been reviewed and approved by the County
Attorney's Office. It is legally sufficient for Board action. m CMG
Agenda Item No. 1604
June 22. 2010
Page 2 of 13
STAFF RECOMMENDATION: To approve and authorize the Chairman to sign the attached
two (2) lien agreements for deferral of 100% of Collier County impact fees for owner occupied
affordable housing dwelling units located in Collier County. Approval of this item will transfer
previously approved deferral a~'feements from developer to owner occupants.
PREPARED BY: Frank Ramsey, Housing Manager, Housing and Human Services
Item Number:
Item Summary:
Meeting Date:
Agenda Item No. 1604
June 22, 2010
Page 3 of 13
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
16D4
Recommendation to approve and authorize the Chairman to sign two (2) lien agreements for
deferral of 100% of Collier County impact fees for owner occupied affordable housing dwelling
units located in Collier County. Approval of this item will transfer previously approved deferral
agreements from developer to owner occupants with a continuing fiscal impact of $30,49252.
6/22/20109:00:00 AM
Prepared By
Frank Ramsey
Public Services Division
Manager - Housing Development
Date
Human Services
6/7/20101:18:17 PM
Approved By
Marcy Krumbine
Public Services Division
Director - Housing & Human Services
Date
Human Services
6/7/20102:09 PM
Approved By
Colleen Greene
County Attorney
Assistant County Attorney
Date
County Attorney
617120103:47 PM
Approved By
Kathy Carpenter
Public Services
Executive Secretary
Date
Public Services Admin.
6/9/201010:34 AM
Approved By
Marla Ramsey
Public Services Division
Administrator. Public Services
Date
Public Services Division
6/9/201011 :19 AM
Approved By
OMS Coordinator
County Manager's Office
Date
Office of Management & Budget
6/9/20103:53 PM
Approved By
Jeff Klatzkow
County Attorney
Date
Approved By
6/10/201010:21 AM
Sherry Pryor
Office of Management &
Budget
Management! Budget Analyst, Senior
Date
Office of Management & Budget
6/10/2010 5:21 PM
Approved By
Leo E. Ochs, Jr.
County Managers Office
County Manager
Date
County Managers Office
6/10/20106:04 PM
Agenda Item No. 1604
June 22.2010
Page 4 of 13
Official Receipt - Collier County Board of County Commissioners
COPR 11,13 - Official Receipt
--. --. -"
Tr 8n, Nl!'nber
, Oate
-112/18/20099:52:20 AM
Post Oale
12/18/2009
L~~! g~9~_ ____
Adoress: 3787 JUSTICE CIR
Owner: HABITAT FOR HUMANITY COA#: 06-0220
?emit Type: BR2 Job Desc: 1-STY S/F ATT 3/1 VILLA
(,pp"can' HABITAT FOR HUMANITY
UBA
lO-DoY -IF
Swr Meter iMM Wtr Meter: IMM
Payor: HABITAT
Fee Information
-Fee CodeTc
, 08BCAll~
. a8BPflJE__~
081MFF
i)SMEsGl-
I U8ROGS
Q9CPMF
09EMMF
--..----
09GBMF ..1_
09AM[ -!
OSLElJv1E'j_
09LWMF
----.- -
~i~~;[j
11PLN~
11PUOM ,
''2SifE' -
rb8~ACR
---- ----..-..-. ---~.-,------
OescriQtion GL Account Amount Waived
BLOG.COOE CERT. SURCHARGE 11300000020882000000 $6.46
_~Qc;..l'E~MITS - NAPLES 11313890032211000000 $608;56
IMMOKALEE FIRE IMPACT 11300000020985000000 $1435.23
MICROFILM SURCHARGE 11313890034144200000 $5.82
BLDG. PERMIT SURCHARGE 11300000020880000000 $6.46
COMM. PARKS M/F IMPACT FEE - 34611636332410431346 $862.50 Yes
EMS M/F IMPACT FEE 35014047032410431350 $1113.06 Yes
GOVT BLOG M/F IMPACT FEE 39012223132410431390 $482.59 Yes
JAIL M/F IMPACT FEE 38111043032410431381 $190.61 Yes
LIBRARY M/F IMPACT FEE 35515619032410431355 $424.14 Yes
LAWENEMLF IMPACT FEE 38511043332410431385 $193.83 Yes
ROAO_M/EQ? IMPACT FEE 33916365932410431339 $7725.00 Yes
REG~PARKS M/F IMPACT FEE 34611636332410431346 $1907.85 Yes
SCHQQL lME~GI. FEE 113000000209050000000 $3343.68 Yes
ZONING PLAN REVIEW-PLANNING 13113832634399000000 $125.00
Pl,JD_M9NITORING FEE __ j~J13890432248900000 $100.00
31TE LIiSPECTION-ENGINEERING i 13113832732249000000 $150.00
BLOG. PERMIT APP. FEE CREOIT 111313890032251000000 $-193.95
. .,!,otaL_____ $2243.58
.,
36'2.5'1.
1 1 6 . a 6 +
482'5'h
190" 61+
424"14+
J93.83+
7 , 7 2 5 . a'"
1.107,85+
3,343'60+
-. ;~'-:c,:-;tnut'~'
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009
Collier County Board of County Commissioners
CO-Plus for Windows 95/NT
1 5 , 2 4 6 . :> 6 ~ Printed:6/2/2010 8:28:21 AM
Agenda Item No. 1604
June 22, 2010
Page 5 of 13
Official Receipt - Collier County Board of County Commissioners
COPR1103 - Official Receipt
Trans Number
916475
Oate Post Oate
12/18/200910:10:14 AM 12/18/2009
. Address: 3788 JUSTICE CIR
Owner: HABITAT FOR HUMANITY COA#: 06-0220
Permit Type: BR2 Job Desc: 1-STY S/F ATT 3/1 VILLA
Applicant: HABITAT FOR HUMANITY
OBA:
IO-O~-1 F
Swr Meter: IMM Wlr Meter: IMM
Payor: HABITAT
Fee Information
,
Fee Code Descrintion GL Account 'Amount, Waived
08BCAI BLOG.CODE CERT. SURCHARGE 11300000020882000000 " .' $6.46
08BPNP BLDG PERMITS - NAPLES 11313890032211000000 $608.56
081MFF IMMOKALEE FIRE IMPACT 11300000020985000000 $1435.23
08MFSG MICROFILM SURCHARGE 11313890034144200000 $5.82
08RDGS BLDG. PERMIT SURCHARGE 11300000020880000000 $6.46
09CPMF COMM. PARKS M/F IMPACT FEE 34611636332410431346 $862.50 Yes
09EMMF EMS M/F IMPACT FEE 35014047032410431350 . $116.06 Yes
09GBMF GOVT BLDG M/F IMPACT FEE 39012223132410431390 $482.59 Yes
09JLMF JAIL M/F IMPACT FEE 38111043032410431381 $190.61 Yes
09LBMF LIBRARY M/F IMPACT FEE - 35515619032410431355 $424.14 Yes
09LWMF LAW ENF M/F IMP~CT FEE 38511043332410431385 $193.83 Yes
09MFR5 ROAO M/F D5 IMPACT FEE 33916365932410431339 $7725.00 Yes
09RPMF REG. PARKS M/F IMPACT FEE 34611636332410431346 $19Q7.fl5 Yes
09SCHI. SCHOOL IMPACT FEE 113000000209050000000 $334.3.66 Yes
11 PLNRV ZONING PLAN REVIEW-PLANNING 13113832634399000000 $125:00
11PUOM PUO MONITORING FEE 13113890432248900000 $100.00
12SITE SITE INSPECTION-ENGINEERING 13113832732249000000 $160.00
08BACR BLDG. PERMIT APP. FEE CREOIT_ 11313890032251000000 $C193.96
. Total $2243.58:
C'
I
I
~
862'5<)+
1 16' 06;.
482'5':+
190.61 +
42"'14+
193' il 3 +
7.725''10+
10907.85+
3,343'(,6,
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Collier County Board of County Commissione
CO-Plus for Wmdows 95/NT
009
Printed:6/2/2010 8:27:19 AM
J 5 , 246 . 26' .
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Agenda Item No. 1604
June 22, 2010
Page 6 of 13
Return to
Frank Ramsey
Collier County HHS
3301 E. Tamiami Trail
Naples, Florida 34112
File# 10-084-IF
This space for recording
LIEN AGREEMENT FOR DEFERRAL OF 100% OF COLLIER COUNTY IMPACT
FEES FOR OWNER OCCUPIED AFFORDABLE HOUSING DWELLING UNITS
This Agreement is entered into this 22nd day of June, 2010, between Collier County, a political
subdivision of the State of Florida (COUNTY) and "Esmeralda Rodriguez" (OWNER), collectively
stated as the "Parties."
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of
which is mutually acknowledged, the Parties agree as follows:
1. This Lien Agreement is made pursuant to Chapter 74 of the Code of Laws and Ordinances of
Collier County, Florida, kno\'o'll as "The Collier County Consolidated Impact Fee Ordinance"
(Ordinance). In the event of any conflict with this Agreement, the terms of the Ordinance
shall apply.
2. The legal description of the dwelling unit is attached as Exhibit "A."
3. The term of this Agreement is from the date set forth above until the impact fee is repaid.
4, The amount of the impact fees deferred shall be paid to the COUNTY in full upon: a) the
sale of the dwelling unit; b) the refinancing of the dwelling unit; c) a loss of the homestead
exemption; or d) the first occurrence of any sale or transfer of any part of the affected real
property, and in any such event the deferred impact fees shall be paid in full to the COUNTY
not later then the closing of the sale, or not later then the effective date of the transfer. As set
forth in Exhibit "B," the amount of the deferred impact fees is Fifteen Thousand Two
Hundred Fortv Six and 261100 Dollars ($15.246.261. Repayment shall include any accrued
interest. Interest shall be computed at the rate of five percent (5%) per annum, but in no
event shall it exceed twenty-five percent (25%) of the total fee amount.
5. The deferred impact fees shall be a lien on the property described in Exhibit "A," which lien
may be foreclosed upon in the event of non-compliance with the Ordinance or with this
Agreement. This Agreement shall operate as a lien against the dwelling unit. The lien shall
terminate upon the recording of a release or satisfaction of lien in the public records of the
Agenda Item No. 1604
June 22, 2010
Page 7 of 13
County. The deferrals of impact fees and this Agreement shall run with the land, and neither
the deferred impact fees nor this Agreement shall be transferred, assigned, or otherwise
conveyed. Except as provided by law, regardless of any foreclosure on the first mortgage or
other security interest, this lien shall otherwise be superior and paramount to the interest in
the dwelling unit of any owner, lessee, tenant, mortgagee, or other person, except that this
lien shall be on parity with any lien for County taxes.
6. Upon the satisfactory completion of this Agreement's requirements, COUNTY shall record
any neeessary documentation evidencing same.
7, In the event the OWNER is in default under the Ordinance or this Agreement, and the default
is not cured within 30 days after written notice is provided to the OWNER, the COUNTY
may, at its sole option, collect the impact fee amount in default as set forth in the Ordinance,
or bring a civil action to enforce this Agreement, or declare that the deferred impact fees are
then in default and immediately due and payable. The COUNTY shall be entitled to recover
all fees and costs, including attorney's fee and costs, incurred by the COUNTY in enforcing
this Agreement, plus interest at the then maximum statutory rate for judgments calculated on
a calendar year basis until paid.
8. This Agreement is the sole agreement between the parties with respect to the subject matter
herein, and shall be binding upon the OWNER'S successors and assigns in interest.
9. This Agreement shall be recorded in the official records of the County at no cost to the
COUNTY.
IN WITNESS WHEREOF, the Parties have executed this Agreement on the date and year first
above written.
Attest:
~.:.: '::'::: ,I?WIGHT E. BROCK, Clerk
~ ..
, "
.,.... y.
, Deputy Clerk
'"
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA,
By: 06/22/2010
FRED W. COYLE, CHAIRMAN
Approved as to form
and legal sufficiency:
~~
Colleen Greene
Assistant County Attorney
Recommend Appr
cy Krumbine, M A
Director
Collier County Housing and Human Services
2
WITNESSES
Witnesses.
Wi,!qesses: /J
" ('c.'~'u,
Print Name Of JY'l C<
.~
Lon] - ,.\?;u
,
STATE OF FLORIDA
COUNTY OF COLLIER
Agenda Item No. 1604
June 22, 2010
Page 8 of 13
OWNER:
e()nQAaD.-..O ~.~
Esmeralda Rodriguez U
OWNER:
day of
to me or
2010,
The ~e~CknOWledged before .
by7;; 'r-~h s ersonally know
. . .. 0 as proo 0 1 entIty.
[NOTARIAL SEAL]
.~~~.
l"'~~. Notary PUb. liC. State of Florida
. . Anna Vidaurri ~
~ (" ,i My CommissIon DDB49401 ~
~O'f\.d" Expires 12/3012013 ~
roduced
3
Agenda Item No. 16D4
June 22. 2010
Page 9 of 13
EXHIBIT "A"
LEGAL DESCRIPTION
Lot 131, Liberty Landing, according to the plat thereof, as recorded in Plat Book 47, Pages 71
through 73, inclusive, of the Public Records of Collier County, Florida
STREET ADDRESS
3787 Justice Circle, Immokalee, FL 34142
EXlllBIT "B"
IMPACT FEE BREAKDOWN
Type oflmpact Fee
Amount Owed
A. EMS Impact Fee
$116.06
B. Correctional Facilities Impact Fee
$190.61
C. Library Impact Fee
$424.14
D. Community Parks Impact Fee
$862.50
G. Road Impact Fee
$1,907.85
$3,343.68
$7,725.00
$482.59
E. Regional Parks Impact Fee
F. Educational Facilities System Impact Fee
H. Government Building Impact Fee
I. Law Enforcement Impact Fee
$193.83
TOTAL IMPACT FEES
$15, 246.26
4
Agenda Item No. 1604
June 22, 2010
Page 10 of 13
Return to
Frank Ramsey
Collier County "US
3301 E. Tamiami Trail
Naples, Florida 34112
File# 10-083-IF
This space for recording
LIEN AGREEMENT FOR DEFERRAL OF 100% OF COLLIER COUNTY IMPACT
FEES FOR OWNER OCCUPIED AFFORDABLE HOUSING DWELLING UNITS
This Agreement is entered into this 22nd day of June, 2010, between Collier County, a political
subdivision of the State of Florida (COUNTY) and "Crisla Joseph" (OWNER), collectively stated as
the "Parties."
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of
which is mutually acknowledged, the Parties agree as follows:
1. This Lien Agreement is made pursuant to Chapter 74 of the Code of Laws and Ordinances of
Collier County, Florida, known as "The Collier County Consolidated Impact Fee Ordinance"
(Ordinance). In the event of any conflict with this Agreement, the terms of the Ordinance
shall apply.
2. The legal description of the dwelling unit is attached as Exhibit "A."
3. The term of this Agreement is from the date set forth above until the impact fee is repaid.
4. The amount of the impact fees deferred shall be paid to the COUNTY in full upon: a) the
sale of the dwelling unit; b) the refinancing of the dwelling unit; c) a loss of the homestead
exemption; or d) the first occurrence of any sale or transfer of any part of the affected real
property, and in any such event the deferred impact fees shall be paid in full to the COUNTY
not later then the closing of the sale, or not later then the effective date of the transfer. As set
forth in Exhibit "B," the amount of the deferred impact fees is Fifteen Thousand Two
Hundred Forty Six and 26/1 00 Dollars ($15.246.26). Repayment shall include any accrued
interest. Interest shall be computed at the rate of five percent (5%) per annum, but in no
event shall it exceed twenty-five percent (25%) of the total fee amount.
5. The deferred impact fees shall be a lien on the property described in Exhibit "A," which lien
may be foreclosed upon in the event of non-compliance with the Ordinance or with this
Agreement. This Agreement shall operate as a lien against the dwelling unit. The lien shall
terminate upon the recording of a release or satisfaction of lien in the public records of the
1
Agenda Item No. 1604
June 22, 2010
Page 11 of 13
County. The deferrals of impact fees and this Agreement shall run with the land, and neither
the deferred impaet fees nor this Agreement shall be transferred, assigned, or otherwise
conveyed. Except as provided by law, regardless of any foreclosure on the first mortgage or
other security interest, this lien shall otherwise be superior and paramount to the interest in
the dwelling unit of any owner, lessee, tenant, mortgagee, or other person, except that this
lien shall be on parity with any lien for County taxes,
6. Upon the satisfactory completion of this Agreement's requirements, COUNTY shall record
any necessary documentation evidencing same.
7. In the event the OWNER is in default under the Ordinance or this Agreement, and the default
is not cured within 30 days after written notice is provided to the OWNER, the COUNTY
may, at its sole option, eolleet the impact fee amount in default as set forth in the Ordinance,
or bring a eivil action to enforce this Agreement, or declare that the deferred impact fees are
then in default and immediately due and payable. The COUNTY shall be entitled to recover
all fees and costs, including attorney's fee and costs, incurred by the COUNTY in enforcing
this Agreement, plus interest at the then maximum statutory rate for judgments calculated on
a calendar year basis until paid.
8. This Agreement is the sole agreement between the parties with respect to the subject matter
herein, and shall be binding upon the OWNER'S successors and assigns in interest.
9. This Agreement shall be recorded in the offieial records of the County at no cost to the
COUNTY.
IN WITNESS WHEREOF, the Parties have executed this Agreement on the date and year first
above written.
Attest:
J.. ',''':<>~WIGHT E. BROCK, Clerk
....By.
. .
" '. ". . , Deputy Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA,
By: 06/22/2010
FRED W. COYLE, CHAIRMAN
Approved as to form
and legal sufficiency:
UJiRj1JA}dwf2/~_L
Colleen Greene
Assistant County Attorney
Recommend Ap oval:
/I
~..J
"'Marcy Krumbme, MPA
Director
Collier County Housing and Human Services
2
Agenda Item No. 1604
June 22, 2010
Page 12 of 13
WITNESSES
Witnesser ~ .Av'-..--/'''---
Print Name 7's-rhGo,' At -\-y... ,,(
OWNER:
C/)A~h\ :Hf/Il
Crisla Josep J
OWNER:
~n:0:~ 1i ~
rmtNameNor.'}..... '",,-
STATE OF FLORIDA
COUNTY OF COLLIER
[NOTARIAL SEAL]
oi~ ~
or has ~
The
2010, by
'V ~
Notary Public Ste1e 01 'Flonda ~
Anne Vidaum
My commiSSIon DOf;l49AO'
EllpiraS 12/301201'3 )
: f~""i"<...
. .
"" ,f
~o,"'O'
...,.
3
,
Agenda Item No. 1604
June 22, 2010
Page 13 of 13
';
EXHIBIT "A"
LEGAL DESCRIPTION
Lot 66, Liberty Landing, according to the plat thereof, as recorded in Plat Book 47, Pages 71
through 73, inclusive, of the Public Records 9fCollier County, Florida
STREET ADDRESS
3788 Justice Circle, 1mmokalee, FL 34142
EXHIBIT "B"
IMP ACT FEE BREAKDOWN
Type of Impact Fee
Amount Owed
A. EMS Impact Fee
$116.06
B. Correctional Facilities Impact Fee
$190.61
C. Library Impact Fee
$424.14
D. Community Parks Impact Fee
$862.50
E. Regional Parks Impact Fee
$1,907.85
F. Educational Facilities System Impact Fee
$3,343.68
G. Road Impact Fee
$7,725.00
$482.59
H. Government Building Impact Fee
1. Law Enforcement Impact Fee
$193.83
TOTAL IMPACT FEES
$15, 246.26
4