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Backup Documents 09/11-12/2012 Item #16B 21682 MEMORANDUM Date: September 19, 2012 To: Ashley Caserta, Grants Coordinator Bayshore Gateway Triangle CRA From: Teresa Cannon, Deputy Clerk Minutes & Records Department Re: Site Improvements Grant Agreement — 2836 Shoreview Drive Attached for your records is a copy of the document referenced above, (Item #16132) approved by the Board of County Commissioners on September 11, 2012. The original has been kept by the Minutes & Records Department for the Board's Official Record. If you have any questions, please feel free to contact me at 252 -8411. Thank you. 16132 0-EM J1P6Z 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 Improvement 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 1 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. 8. 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 party 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 2 IN WITNESS WHEREOF, the parties have executed this Agreement on the date and year first written above. iI) �Witness Signature a r Printed/Typed Name (2) Witness Signature Printed/Typed Name ATTUTa wo J14T E;, BROCK, Clerk as to form and Jeff , y Klatzkow Cou y ttorney GRANTEE: By: � a xell Irene M. Lichtefeld, Trustee —of the Iren M. Lichtefeld Trust Printed/Typed Name COLLIER COUNTY COMMUNITY REDEVELOPMENT AGENCY By: Donna iala, Chairman Site Improvement Grant Agreement FY 2012 3 1682 ; iC', c'i�lz.o12- BAYS H,( RE G� °T €W Y lti1 1 Enln; TRIANGLE Bayshore Gateway Triangle CRA IS!' s lm arovemsr'; C -rzn: Ap%'-.«i: r STC1 Annlirstinn MPtarh and mihmitt^ Cl? A ^+Finn 1 Applicant Information Grantee Name r C: ,i j Grantee Address 2 l `� p �u F c> 1- 1- IV -4 701 Site Address +:E a✓ 0,-2 ' v'= Daytime Phone Alternate Phone .Z 3 E -Mail Address r Do you own or lease the property? Pro'ect Information Describe the existing conditions of the site attach additional sheets ifnecessa . AA Outline the proposed improvements in detail (attach additional sheets if necessary). 1) One estintate, encli from TWO coutractorsNendors foi- cach project. These Contractor's MUST be 2) Non-Residential Applicants:,copyof occupational license. CRA STAFF: 1) Attach two color photos of each project to be performed. 2) Attach Property Appraiser ID. V" 3 Attach proof of payment of property taxes: ✓� 1) Estimated cost of improvements: S 2) Maximum grant award: $ 0100( ' 0 CRA Staff Signature: ,� � Date: i t' ` �7 P, ' Applicant Commitment of Resources `rRvk'S TVIC c, �f—' l Vf-- i tz C ty V M. i t C ,L1 we, i r' �' ri t= 11 t . 1. r � /I -rN Fl. � f tt -hz-" s'r , gtneds) / tenant(s) of the property located at A � 3 6 S 0v jzr y i r u,/ Cdr.?. , 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 leased) Signature of Tenant (if leased) (if jointly leased.) Signature of Owner Signature of Owner (if jointly owned) Date Date Date Date 3 16 B2 THIS DECLARATION OF TRUST, made the day of October, 1987, by IRENE M. LICHTEFELD, of Naples, Florida, as both "Grantor" and "Trustee" W I T N E S SETH ; 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 i trust estate, as follows: Article I: Distribution of Trust Funds During the Grantor's Lifetime. The Trustee shall pay or apply to or for the benefit of the Grantor during the Grantor's lifetime, (a) all d, or any part of the net income and principal of the trust estate that M the Trustee considers advisable, and (b) such amounts from the net income and principal of the trust estate as the Grantor re- quests in writing. Any undistributed income shall be added to principal. _ Article II; Distribution of Trust Estate U on the Death of the Grantor. Upon the death of the Grantor, the Trusteet shall dispose of the trust'estate as follows: a- A. Marital Deduction Share To Fred R. Lichtefeld fir. Trust. If the Grantor's husband survives her, the Trustee shall �r. kr , distribute to the Trustees under a certain Declaration of Trust dated October 7 1987, created by FRED R. LICHTEFELD, as both it and "Trustee ", as amended to the date 'the of 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 k. The existing stilt home was built in 1984 and has the original wood siding and original mill finish aluminum windows. The home has a wood deck in front with two access doors to the home and two separate wood stairways. 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 work: 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. ,4, i 16132 Details Page 1 of 1 Property Record �1 Sketches Jj Trim Notices Current Ownership F Parcel No. 113roperty Addres:s]l 2836 SHOREVIEW DR Legall GULF SHORES BLK 2 LOT 21 Section —� Township Range Acres "Acreasae Map No. Strap No. 14 60 11 25 11 0.16 11 5A14 391600 2 215A14 "'A Millanu Raiac Sub No. 391600 11 GULF SHORES Millage Area School Other Total d Use Code 08 F 111 5.527 11 9.6769 1116.10291 I *See Instructions for Calculations 2012 Preliminary Tax Roll Latest Sales History (Subject to Change) If all Values shown below equal 0 this parcel was created after the Final Tax Roll Land Value $ 73,710.00 �( +) Improved Value $ 32,383.00 (= Market Value $106,093,00 ( -) SOH Exempt Value &Other Exemptions ( =) Assessed Value S 106,093.00 ( -) Homestead and other Exempt Value $ 0.00 (_) Taxable Value $106,093.00 =) School Taxable Value (Used for School Taxes) $ 106,093.00 , um = ­wave vur homes" exempt value due to cap on assessment Increases. Date Book -Page Amount 03/1 2400-1662 ��— $ 0.00 08 / 1975 626-1021 $ 0.00 The Information is Updated Weekly. http:// www. collierappraiser .comIRecordDetail .asp ?Map= No &FolioID= 48171280009 %20... 8/16/2012 �— Search Results Collier County Tax Collector 3291 Tamiami Trail East, Naples FL 34112 2011 Tax Roll Inquiry System Print this page Pa g e10 82 2 OWNER INFORMATION PROPERTY INFORMATION Name: ILICHTEFELD TR, IRENE M Parcel: 48171280009 1 Aera .15 Address: ITF IRENE M LICHTEFELD TR Loe: 2836 SHOREVIEW DR NAPLES rnlat,l tGIS Viml Address: UTD 1017/87 Legal: GULF SHORES BLK 2 LOT 21 Address-11653 CORAL DR Legai: Address: Legal Address: NAPLES , FL 34102 -5117 Lcgal: VAI.UF /EXFMPTIONS Market Value: 97,530 Taxable Value: 97,530 Millage Code: 111 TAX INFORMATION Count :366.97 PAY TERMS PAYMENT INFO Nov: 1580.63 Paid Dt : 1181/2011 Recpt: 36811 Mach: S� paymt: 1,580.63 School St: 319.80 School loc: 219.25 Dec: 1597.10 Jan: 1613.56 11630.03 j Homested Ex ] 0 AgHeltr Ex: 0 Widow E.- 0 Blind Ex �� Disabled: ® Veteran Ex: _ Wholly Ex: 0 Civilian Ex: 0 City Tax: 0.00 Dependt: 370.31 Iv1ar: 1646.49 Water: 33.34 Independ: 155.41 Yoter Ap r: 7.92 Apr: 1.0 Ma :© Now Due: 0.00 STATUS INFO. Noa Ad Va: Installment: Deferred: N �� Bankrn tL`� TDA: � Gross Tax: Appr fee: 1646.49 Advertising: 0.00 COMMENTS Non Ad Valorem Amount Included in Gross Tax Non Ad Valorem Authorities NON AD VALOREM INI'ORMATION Type IlAuth # --] Auth Name Per Amount Garbage 119013 —� Garbage Dist 1 173.49 —, COMMENTS * Non Ad Valorem Amount Included in Gross Tax rNew Search Back T 3 List 2003 Parcel Information 2004 Parcel Information 2005 Parcel Information 2006 Parcel Information 2007 Parcel Information 2008 Parcel Information ( 2009 Parcel Information 2010 Parcel Information Last Updated; 08/15/2012 5:00pm http: / /www. colliertax .com /search/view.php ?ID =26 88 07475 &page =23 &tc =25 &tax _year =2... 8/16/2012 16B2 1415 28TH 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: 1.) Remove existing siding and plywood 2.) Repair any rotted 2x4 as needed 3.) Remove existing windows and doors 4.) 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 % "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) 16 62 The total lump sum price including all labor and material is: $ 36,677.00 Payments: 1) Deposit: 20% $ 7,355.40 2) Demolition complete 35% $12,871.95 3) Windows installed 30% $11,033.10 4) Stucco complete 10% $ 3,677.70 5) Completion 5% $ 1,838.85 Respectfully, C/ O4 Rusty L. oore Aug 12 12 03:36p Microsoft 239 - 275 -5865 p.1 16 82 2 Camay Builders LLC Lee / Copier CBC1256754 office 239 - 275 -0554 - cell - 239- 462 -3028- fax 239 -275 -5865 e -mail - Camaybuildersllc(a-),centurvliuk .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 ' /a" plywood on exterior of main house: Cover plywood with 30# 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:�'� ` Dumpster and scaffolding: One year warranty Totalprice ............... ............................... .....................$36,650.00 � '1.Lbe- e�cira. Repairs to wood stairs and deck will be at cost of materials and $28.00.._ - An hour per man performing work. is Thank you Jim Morris/ Camay Builders LLC We are a state certified contractor CasertaAshley 1662 From: james morris [camaybuildersllc @centurylink .net] Sent: 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 _0 We are not doing an to shed bel w. Total cost for prop sal $46,700.00 If you have any ques ase call Jim Morris at 239 - 275 -0554 or 239 - 462 -3028 Thank you Camay Builders k 5 2891 lik 4 ' wl IZ 3 a r 4k foil igsk`F3 q• a. i � s M" Y� r If it 3 � q4si k 5 2891