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Agenda 01/22/2019 Item #17CProposed Agenda Changes Board of County Commissioners Meeting January 22, 2019 Move Item 17C to Item 9C: Recommendation to approve an Ordinance amending Ordinance Number 04-41, as amended, the Collier County Land Development Code, which includes the comprehensive land regulations for the unincorporated area of Collier County, Florida, to make changes consistent with Board direction, including revising the affordable housing definition, updating the terminology and income levels associated with affordable housing categories, and increasing the maximum affordable density bonus from 8 to 12 dwelling units per acre, by providing for: Section One, Recitals; Section Two, Findings of Fact; Section Three, Adoption of Amendments to the Land Development Code, more specifically amending the following: Chapter One - General Provisions, including Section 1.08.02 Definitions; Chapter Two - Zoning Districts and Uses, including Section 2.06.01 Generally, Section 2.06.02 Purpose and Intent, Section 2.06.03 AHDB Rating System, Section 2.06.04 Limitations on Affordable Housing Density Bonus, Section 2.06.05 Affordable Housing Density Bonus Monitoring Program, and Section 2.06.06 Violations and Enforcement; Section Four, Conflict and Severability; Section Five, Inclusion in the Collier County Land Development Code; and Section Six, Effective Date. (Commissioner McDaniel’s request) Note: Item 10A: Recommendation to request a presentation by North Collier Fire District regarding the proposed sale of Fire Station #46 on Pine Ridge Road and Livingston Road Fire Station #40 on Pine Ridge Road at Goodlette-Frank. (Staff’s request) 01/22/2019 EXECUTIVE SUMMARY Recommendation to approve an Ordinance amending Ordinance Number 04-41, as amended, the Collier County Land Development Code, which includes the comprehensive land regulations for the unincorporated area of Collier County, Florida, to make changes consistent with Board direction, including revising the affordable housing definition, updating the terminology and income levels associated with affordable housing categories, and increasing the maximum affordable density bonus from 8 to 12 dwelling units per acre, by providing for: Section One, Recitals; Section Two, Findings of Fact; Section Three, Adoption of Amendments to the Land Development Code, more specifically amending the following: Chapter One - General Provisions, including Section 1.08.02 Definitions; Chapter Two - Zoning Districts and Uses, including Section 2.06.01 Generally, Section 2.06.02 Purpose and Intent, Section 2.06.03 AHDB Rating System, Section 2.06.04 Limitations on Affordable Housing Density Bonus, Section 2.06.05 Affordable Housing Density Bonus Monitoring Program, and Section 2.06.06 Violations and Enforcement; Section Four, Conflict and Severability; Section Five, Inclusion in the Collier County Land Development Code; and Section Six, Effective Date. OBJECTIVE: To obtain Board approval of a proposed Land Development Code Amendment relating to affordable housing. CONSIDERATIONS: The Board held two affordable housing workshops, one on March 3, 2015, and the other on March 1, 2016. These workshops served as the catalyst to form the Housing Stakeholders Group (HSG). The HSG was tasked with creating a two-phase Community Housing Plan (CHP). The first phase of the CHP consisted of the Urban Land Institute’s (ULI) recommendations from their report titled A ULI Advisory Services Panel Report Collier County, Florida, January 29-February 3, 2017. The ULI report indicated that Collier County has an affordability problem. The Board unanimously accepted the CHP (Item #11.A) on October 25, 2017, and directed Staff to bring forward each suggestion in the report individually for discussions in workshops. On February 27, 2018, the Board accepted elements of the CHP by voting in favor of the following: 1. Approve new affordable housing definitions in accordance with discussion at the meeting; 2. Accept the staff-recommended updates of the housing demand model and its methodology; 3. Adopt a resolution (i.e., 2018-38) to advocate support and authorize the county's lobbyists to support current and future state and federal legislation; 4. Adopt a resolution (i.e., 2018-39) to consider housing that is affordable in future public land acquisitions; 5. Accept the Affordable Housing Density Bonus Program (AHDB Program) to increase the affordable housing density bonus from eight extra units per acre to up to 12 extra units per acre; and 6. Adopt a resolution (i.e., 2018-40) to amend the expedited permitting and fast-track procedure. This LDC amendment represents the end-product of #1 (definition) and #5 (AHDB Program) above. It simplifies the definition of affordable housing and makes the terminology and income levels consistent with the Florida Statutes and federal guidelines. It also increases the maximum available, affordable 17.C Packet Pg. 1428 01/22/2019 housing density bonus from 8 units to 12 units per acre, among other changes. In addition to changing the definitions and increasing the maximum density bonus, other noteworthy updates include: changing the minimum number of required affordable housing units per development, from 10 units to 10 percent of the total housing units, which is consistent with current Community and Human Services policy; and changing the upper limit of the gap-income housing category, lowering it from 150% of median income to 140%, which is consistent with the Board’s direction. Development Services Advisory Committee-Land Development Review (DSAC-LDR) on August 21, 2018 - Recommendations: 1. Reword a portion of the affordable housing definition, in part, by creating two separate sentences from what was one longer sentence. 2. Modify Table A. Affordable Housing Density Bonus to include the table’s title as the top row, re - introduce a note under the table that was previously earmarked by staff for deletion, and renumber the notes associated with the table. 3. Change the income verification provisions to allow the most recent year’s filed income tax returns. DSAC on September 05, 2018 - Recommendation: 1. Incorporate the minor changes that staff mentioned at the DSAC meeting. COLLIER COUNTY PLANNING COMMISSION (CCPC) ON NOVEMBER 1, 2018 - RECOMMENDATION: Commissioner Schmitt made a motion to recommend approval, which was seconded by Commissioner Fryer. The vote carried 6-0 with the following changes: 1. Eliminate the Extremely-low-income household category in the definitions section, since that term is not used in the LDC. 2. Add the term “assets” to LDC section 2.06.05 B.1.(b). to clarify that household income eligibility requires, among other criteria, verification of household income AND assets, and not just income. 3. Modify the definition of affordable housing to include, “for those households within the affordable income range.” 4. Add strike-outs to the last row of Table A. The CCPC expressed concern regarding the inclusion of various fees (e.g., internet, cable, country-club, etc.) into the calculation for deriving cost-burdened households. The attached strikethrough/underline amendment reflects the above recommendations. Staff requests the Board to approve this Land Development Code Amendment. FISCAL IMPACT: There are no anticipated fiscal or operational impacts associated with this amendment other than routine advertising costs. GROWTH MANAGEMENT IMPACT: At the December 11, 2018 Public Hearing, the Board adopted a GMP-amendment which revised terminology and increased the affordable housing density bonus from 8 to 12 dwelling units per acre. That amendment is currently satisfying the State required 30 -day challenge 17.C Packet Pg. 1429 01/22/2019 period before it becomes official (1-31-19). The Board adoption of the GMP amendment was required for this LDC amendment to be found consistent with the GMP. LEGAL CONSIDERATIONS: This item has been approved as to form and legality, and requires an affirmative vote of four for Board approval - SAS RECOMMENDATION: To approve the attached ordinance relating to affordable housing. Prepared By: Eric Johnson, AICP, Principal Planner, Zoning Division ATTACHMENT(S) 1. Draft Ordinance (01-08-2019) (PDF) 2. Exhibit A - CCPC Item 9.A.3 (11-01-2018) (PDF) 3. Legal Ad - Agenda ID 7598 (PDF) 17.C Packet Pg. 1430 01/22/2019 COLLIER COUNTY Board of County Commissioners Item Number: 17.C Doc ID: 7598 Item Summary: Recommendation to approve an Ordinance amending Ordinance Number 04-41, as amended, the Collier County Land Development Code, which includes the comprehensive land regulations for the unincorporated area of Collier County, Florida, to make changes consistent with Board direction, including revising the affordable housing definition, updating the terminology and income levels associated with affordable housing categories, and increasing the maximum affordable density bonus from 8 to 12 dwelling units per acre, by providing for: Section One, Recitals; Section Two, Findings of Fact; Section Three, Adoption of Amendments to the Land Development Code, more specifically amending the following: Chapter One - General Provisions, including Section 1.08.02 Definitions; Chapter Two - Zoning Districts and Uses, including Section 2.06.01 Generally, Section 2.06.02 Purpose and Intent, Section 2.06.03 AHDB Rating System, Section 2.06.04 Limitations on Affordable Housing Density Bonus, Section 2.06.05 Affordable Housing Density Bonus Monitoring Program, and Section 2.06.06 Violations and Enforcement; Section Four, Conflict and Severability; Section Five, Inclusion in the Collier County Land Development Code; and Section Six, Effective Date. Meeting Date: 01/22/2019 Prepared by: Title: Planner, Principal – Zoning Name: Eric Johnson 12/18/2018 4:52 PM Submitted by: Title: Division Director - Planning and Zoning – Zoning Name: Michael Bosi 12/18/2018 4:52 PM Approved By: Review: Growth Management Department Judy Puig Level 1 Reviewer Completed 12/19/2018 8:22 AM Zoning Michael Bosi Additional Reviewer Completed 12/21/2018 3:12 PM Zoning Jeremy Frantz Additional Reviewer Completed 12/26/2018 12:17 PM Growth Management Department Thaddeus Cohen Department Head Review Completed 12/26/2018 2:18 PM Growth Management Department James C French Deputy Department Head Review Completed 12/27/2018 5:21 PM County Attorney's Office Scott Stone Level 2 Attorney Review Completed 12/31/2018 3:15 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/31/2018 3:20 PM County Attorney's Office Emily Pepin CAO Preview Completed 01/02/2019 10:07 AM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 01/03/2019 10:15 AM Budget and Management Office Mark Isackson Additional Reviewer Completed 01/04/2019 12:41 PM 17.C Packet Pg. 1431 01/22/2019 County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 01/13/2019 6:35 PM Board of County Commissioners MaryJo Brock Meeting Pending 01/22/2019 9:00 AM 17.C Packet Pg. 1432 DRAFT 1/8/19 Page 1 of 28 Words struck through are deleted, words underlined are added ORDINANCE NO. 19 – ___ AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, AMENDING ORDINANCE NUMBER 04 - 41, AS AMENDED, THE COLLIER COUNTY LAND DEVELOPMENT CODE, WHICH INCLUDES THE COMPREHENSIVE LAND REGULATIONS FOR THE UNINCORPORATED AREA OF COLLIER COUNTY, FLORIDA, TO MAKE CHANGES CONSISTENT WITH BOARD DIRECTION, INCLUDING REVISING THE AFFORDABLE HOUSING DEFINITION, UPDATING THE TERMINOLOGY AND INCOME LEVELS ASSOCIATED WITH AFFORDABLE HOUSING CATEGORIES, AND INCREASING THE MAXIMUM AFFORDABLE DENSITY BONUS FROM 8 TO 12 DWELLING UNITS PER ACRE, BY PROVIDING FOR: SECTION ONE, RECITALS; SECTION TWO, FINDINGS OF FACT; SECTION THREE, ADOPTION OF AMENDMENTS TO THE LAND DEVELOPMENT CODE, MORE SPECIFICALLY AMENDING THE FOLLOWING: CHAPTER ONE – GENERAL PROVISIONS, INCLUDING SECTION 1.08.02 DEFINITIONS; CHAPTER TWO – ZONING DISTRICTS AND USES, INCLUDING SECTION 2.06.01 GENERALLY, SECTION 2.06.02 PURPOSE AND INTENT, SECTION 2.06.03 AHDB RATING SYSTEM, SECTION 2.06.04 LIMITATIONS ON AFFORDABLE HOUSING DENSITY BONUS, SECTION 2.06.05 AFFORDABLE HOUSING DENSITY BONUS MONITORING PROGRAM, AND SECTION 2.06.06 VIOLATIONS AND ENFORCEMENT; SECTION FOUR, CONFLICT AND SEVERABILITY; SECTION FIVE, INCLUSION IN THE COLLIER COUNTY LAND DEVELOPMENT CODE; AND SECTION SIX, EFFECTIVE DATE. [LDCA- PL20180002172] Recitals WHEREAS, on October 30, 1991, the Collier County Board of County Commissioners adopted Ordinance No. 91-102, the Collier County Land Development Code (hereinafter LDC), which was subsequently amended; and WHEREAS, the Collier County Board of County Commissioners (Board) on June 22, 2004, adopted Ordinance No. 04-41, which repealed and superseded Ordinance No. 91-102, as amended, the Collier County Land Development Code, which had an effective date of October 18, 2004; and 17.C.1 Packet Pg. 1433 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 2 of 28 Words struck through are deleted, words underlined are added WHEREAS, on March 18, 1997, the Board adopted Resolution 97-177 establishing local requirements and procedures for amending the LDC; and WHEREAS, all requirements of Resolution 97-177 have been met; and WHEREAS, the Collier County Planning Commission, sitting as the land planning agency, did hold an advertised public hearing on November 1, 2018, and reviewed the proposed amendments for consistency with the Comprehensive Plan and did recommend approval; and WHEREAS, the Board of County Commissioners, in a manner prescribed by law, did hold an advertised public hearing on January _____, 2019, and did take action concerning these amendments to the LDC; and WHEREAS, the subject amendments to the LDC are hereby determined by this Board to be consistent with and to implement the Collier County Growth Management Plan as required by Subsections 163.3194 (1) and 163.3202 (1), Florida Statutes; and WHEREAS, this ordinance is adopted in compliance with and pursuant to the Community Planning Act (F.S. § 163.3161 et seq.), and F.S. § 125.01(1)(t) and (1)(w); and WHEREAS, this ordinance is adopted pursuant to the constitutional and home rule powers of Fla. Const. Art. VIII, § 1(g); and WHEREAS, all applicable substantive and procedural requirements of the law have otherwise been met. NOW, THEREFORE BE IT ORDAINED by the Board of County Commissioners of Collier County, Florida, that: SECTION ONE: RECITALS The foregoing Recitals are true and correct and incorporated by reference herein as if fully set forth. SECTION TWO: FINDINGS OF FACT The Board of Commissioners of Collier County, Florida, hereby makes the following findings of fact: 1. Collier County, pursuant to § 163.3161, et seq., F.S., the Florida Community Planning Act (herein after the “Act”), is required to prepare and adopt a comprehensive plan. 17.C.1 Packet Pg. 1434 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 3 of 28 Words struck through are deleted, words underlined are added 2. After adoption of the Comprehensive Plan, the Act and in particular § 163.3202(1). F.S., mandates that Collier County adopt land development regulations that are consistent with and implement the adopted comprehensive plan. 3. Section 163.3201, F.S., provides that it is the intent of the Act that the adoption and enforcement by Collier County of land development regulations for the total unincorporated area shall be based on, be related to, and be a means of implementation for, the adopted comprehensive plan. 4. Section 163.3194(1)(b), F.S., requires that all land development regulations enacted or amended by Collier County be consistent with the adopted comprehensive plan, or element or portion thereof, and any land regulations existing at the time of adoption which are not consistent with the adopted comprehensive plan, or element or portion thereof, shall be amended so as to be consistent. 5. Section 163.3202(3), F.S., states that the Act shall be construed to encourage the use of innovative land development regulations. 6. On January 10, 1989, Collier County adopted the Collier County Growth Management Plan (hereinafter the “Growth Management Plan” or “GMP”) as its comprehensive plan pursuant to the requirements of § 163.3161 et seq., F.S. 7. Section 163.3194(1)(a), F.S., mandates that after a comprehensive plan, or element or portion thereof, has been adopted in conformity with the Act, all development undertaken by, and all actions taken in regard to development orders by, governmental agencies in regard to land covered by such comprehensive plan or element shall be consistent with such comprehensive plan or element as adopted. 8. Pursuant to § 163.3194(3)(a), F.S., a development order or land development regulation shall be consistent with the comprehensive plan if the land uses, densities or intensities, and other aspects of development are compatible with, and further the objectives, policies, land uses, densities, or intensities in the comprehensive plan and if it meets all other criteria enumerated by the local government. 9. Section 163.3194(3)(b), F.S., states that a development approved or undertaken by a local government shall be consistent with the comprehensive plan if the land uses, densities or intensities, capacity or size, timing, and other aspects of development are compatible with, and further the objectives, policies, land uses, densities, or intensities in the comprehensive plan and if it meets all other criteria enumerated by the local government. 17.C.1 Packet Pg. 1435 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 4 of 28 Words struck through are deleted, words underlined are added 10. On October 30, 1991, Collier County adopted the Collier County Land Development Code, which became effective on November 13, 1991. The Land Development Code adopted in Ordinance 91-102 was recodified and superseded by Ordinance 04-41. 11. Collier County finds that the Land Development Code is intended and necessary to preserve and enhance the present advantages that exist in Collier County; to encourage the most appropriate use of land, water and resources consistent with the public interest; to overcome present handicaps; and to deal effectively with future problems that may result from the use and development of land within the total unincorporated area of Collier County and it is intended that this Land Development Code preserve, promote, protect and improve the public health, safety, comfort, good order, appearance, convenience and general welfare of Collier County; to prevent the overcrowding of land and avoid the undue concentration of population; to facilitate the adequate and efficient provision of transportation, water, sewerage, schools, parks, recreational facilities, housing and other requirements and services; to conserve, develop, utilize and protect natural resources within the jurisdiction of Collier County; to protect human, environmental, social and economic resources; and to maintain through orderly growth and development, the character and stability of present and future land uses and development in Collier County. 12. It is the intent of the Board of County Commissioners of Collier County to implement the Land Development Code in accordance with the provisions of the Collier County Comprehensive Plan, Chapter 125, Fla. Stat., and Chapter 163, Fla. Stat., and through these amendments to the Code. SECTION THREE: ADOPTION OF AMENDMENTS TO THE LAND DEVELOPMENT CODE * * * * * * * * * * * * * SUBSECTION 3.___. AMENDMENTS TO SECTION 1.08.02 DEFINITIONS Section 1.08.02 Definitions, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 1.08.02 Definitions * * * * * * * * * * * * * 17.C.1 Packet Pg. 1436 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 5 of 28 Words struck through are deleted, words underlined are added Affordable Housing: Housing is deemed affordable when the cost of a residential dwelling unit does not exceed 30 percent of that amount which represents the percentage of the median annual gross income for the household, for those households within the affordable housing income range. The calculation of such cost shall include the monthly rent and utilities (for rental units) or monthly mortgage payment, property taxes, special assessments, insurance, and other required condominium or homeowner association fees and assessments (for owner-occupied units). Affordable housing specifically includes the following income level targets for Collier County, based on the income categories as determined by the Secretary of the U.S. Department of Housing and Urban Development: a. Very-low-income: Households whose incomes do not exceed 50 percent of the median income. b. Low-income: Households whose incomes are greater than 50 percent but do not exceed 80 percent of the median income. c. Moderate-income: Households whose incomes are greater than 80 percent but do not exceed 120 percent of the median income. d. Gap-income: Households whose incomes are greater than 120 percent but do not exceed 140 percent of the median income. * * * * * * * * * * * * * Approved Affordable Housing: Affordable Housing that includes a long-term affordability restriction wherein the cost of housing and income of the household are known and monitored, for a specific period of time. * * * * * * * * * * * * * Housing, affordable workforce: means residential dwelling units with a monthly rent or monthly mortgage payment, including property taxes and insurance, not in excess of 1/12 of 30 percent of an amount which represents a range of median adjusted gross annual income (median income) for households as published annually by the U.S. Department of Housing and Urban Development 17.C.1 Packet Pg. 1437 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 6 of 28 Words struck through are deleted, words underlined are added within the Naples Metropolitan Statistical Area (MSA) (See section 2.05.02), specifically including the following subsets: Owner occupied workforce housing: 50 percent or less of median income, otherwise considered to be "very-low income". Owner occupied workforce housing: 51 percent—60 percent of median income, otherwise considered to be "low income". Owner occupied workforce housing: 61 percent—80 percent of median income, otherwise considered to be "low income". Owner occupied workforce housing: 81 percent—100 percent of median income, otherwise considered to be "moderate income". Owner occupied gap housing: 81 percent—150 percent of median income. Rental workforce housing less than 50 percent of median income, otherwise considered to be "very-low income". Rental workforce housing from 51 percent—60 percent of median income, otherwise considered to be "low income". The term affordable housing is specifically intended to include affordable workforce housing. Housing, gap: means residential dwelling units with a monthly rent or monthly mortgage payment, including property taxes and insurance, not in excess of 1/12 of 30 percent of an amount which represents a range of median adjusted gross annual income (median income) for households as published annually by the U.S. Department of Housing and Urban Development within the Naples Metropolitan Statistical Area (MSA) (See section 2.05.02), specifically including the following subset: The term "gap housing: 81 percent—150 percent of median income" is specifically intended to include similar categories, such as "Essential Personnel Housing", "Professional Housing", and "Reasonably Priced Housing". Gap housing is intended to 17.C.1 Packet Pg. 1438 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 7 of 28 Words struck through are deleted, words underlined are added provide housing for households falling above the federal and state assistance guidelines, but still unable to afford market priced homes. * * * * * * * * * * * * * SUBSECTION 3.___. AMENDMENTS TO SECTION 2.06.01 GENERALLY Section 2.06.01 Generally, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 2.06.01 Generally A. Within most of the coastal urban designated areas identified on the future land use map of the Collier County GMP, a base density of four (4) residential dwelling units per gross acre is permitted. However, the base density may be adjusted depending on the characteristics of the development. One characteristic of a housing development which would allow the addition of density bonuses in order to increase the density over the base density is the provision of affordable housing in the development. The provision of affordable housing units may add up to eight (8) 12 dwelling units per gross acre to the base density of four (4) residential dwelling units per gross acre, for a total of twelve (12) residential dwelling units per gross acre, plus any other density bonuses available, and minus any density reduction for traffic congestion area that is required, pursuant to the Collier County GMP. The total eligible density must not exceed the maximum density allowed pursuant to the GMP a total of sixteen (16) dwelling units per gross acre, except as allowed through use of transfer of development rights, as provided for in the growth management plan. The program to accomplish this increase to provide affordable housing is called the affordable housing density bonus (ADHB) program. B. Within most of the Immokalee Urban area, as identified on the Immokalee area master plan future land use map of the growth management plan, base densities are four or six or eight residential dwelling units per gross acre. However, the base density may be adjusted depending on the characteristics of the development. One characteristic of a housing development that would allow the addition of density bonuses is the provision of affordable housing in the development. The provision of affordable housing units may add up to 12 eight dwelling units per gross acre to the base density of four, six 17.C.1 Packet Pg. 1439 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 8 of 28 Words struck through are deleted, words underlined are added or eight residential dwelling units per gross acre, for a total of twelve, fourteen or sixteen residential dwelling units per gross acre, plus any other density bonuses available. The total eligible density must not exceed the maximum allowed pursuant to the GMP a total of 16 dwelling units per gross acre. C. Within the Rural Lands Stewardship Area Overlay of the Agricultural/Rural area, as identified on the future land use map of the growth management plan, towns, villages, hamlets and compact rural developments are allowed at a density range of one-half to four dwelling units per gross acre. The allowed density may be adjusted depending on the characteristics of the development. One characteristic of a housing development that would allow the addition of density bonuses is the provision of affordable housing in the development. The provision of affordable housing units may add up to eight dwelling units per gross acre to the allowed density of one-half to four dwelling units per gross acre, for a total of eight and one-half to twelve and one-half residential dwelling units per gross acre, plus any other density bonuses available. D. In order to qualify for the AHDB for a development, the developer must apply for and obtain the AHDB from the County for a development in accordance with this section, especially in accordance with the provisions of the AHDB program, including the AHDB rating system, the AHDB monitoring program, and the limitations on the AHDB. 1. Preapplication conference. Prior to submitting an application for AHDB, a preapplication conference may be scheduled with the County Manager or his designee. If the proposed development is to include affordable housing, the housing and urban improvement director, must participate in the preapplication conference. The preapplication conference provides an opportunity to familiarize the applicant with the AHDB program and provides an opportunity for the county staff to obtain a clear understanding of the proposed development. The AHDB rating system, the AHDB monitoring program, the limitations, criteria, procedures, standard conditions, standard forms, and other information will be discussed and made available to the applicant. Depending on the type of development proposed, the application may be combined with an application for a planned unit development (PUD), a rezone, or a Stewardship Receiving Area. 17.C.1 Packet Pg. 1440 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 9 of 28 Words struck through are deleted, words underlined are added 2. Application. An application for AHDB for a development must be submitted to the County Manager or his designee in the form established by the County Manager or his designee. One additional copy of the application as otherwise required must be provided for the housing and urban improvement director. The application must, at a minimum, include: a. Zoning districts proposed by the applicant on the property and acreage of each; b. The total number of residential dwelling units in the proposed development, categorized by number of bedrooms and whether the unit is to be rented or owner-occupied; c. The total number of AHDB units requested, categorized by number of bedrooms and whether the unit is to be rented or owner-occupied; d. Total number of affordable housing units proposed in the development, categorized by level of income, number of bedrooms (one bedroom, two bedrooms, three bedrooms, or more), and rental units and owner- occupied units: i. Gap-income Moderate income households (one bedroom, two bedrooms, or three bedrooms or more). ii. Moderate-income Low income households (one bedroom, two bedrooms, or three bedrooms or more). iii. Low-income Very low income households (one bedroom, two bedrooms, or three bedrooms or more). iv. Very-low-income Total affordable housing units (one bedroom, two bedrooms, or three bedrooms or more). 17.C.1 Packet Pg. 1441 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 10 of 28 Words struck through are deleted, words underlined are added e. Gross density of the proposed development; f. Whether the AHDB is requested in conjunction with an application for a planned unit development (PUD), an application for rezoning, SRA an application for a Stewardship Receiving Area, or a conditional use application for a Commercial Mixed-Use project as provided for within LDC section 4.02.38 of the LDC; and g. Any other information which would reasonably be needed to address the request for AHDB for the development pursuant to the requirements set forth in this section. 3. Determination of completeness. After receipt of an application for AHDB, the County Manager or designee housing and urban improvement director shall determine whether the application submitted is complete. If it is determined he determines that the application is not complete, the County Manager or designee housing and urban improvement director shall notify the applicant in writing of the deficiencies. The County Manager or designee housing and urban improvement director shall take no further steps to process the application until the deficiencies have been remedied. 4. Review and recommendation by the County Manager or designee. After receipt of a completed application for AHDB, the County Manager or designee must review and evaluate the application in light of the AHDB rating system, the AHDB monitoring program and the requirements of this section. The County Manager or designee must coordinate with the Zoning Division development services director or designee to schedule the AHDB application with the companion application for a PUD, rezoning, SRA, or conditional use planned unit development or stewardship receiving area, and must recommend to the planning commission and the BCC to deny, grant, or grant with conditions, the AHDB application. The recommendation of the County Manager or designee must include a report in support of recommendation. 5. Review and recommendation by the planning commission. Upon receipt by the planning commission of the application for AHDB and the written 17.C.1 Packet Pg. 1442 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 11 of 28 Words struck through are deleted, words underlined are added recommendation and report of the County Manager or designee, the planning commission must schedule and hold a properly advertised and duly noticed public hearing on the application. If the application has been submitted in conjunction with an application for a PUD, rezoning, SRA, or conditional use, then the hearing must be consolidated and made a part of the public hearing on the respective application for the PUD before the planning commission. , and the The planning commission must consider the application for AHDB in conjunction with the application for the PUD, rezoning, SRA, or conditional use. If the application has been submitted in conjunction with an application for a rezoning, then the hearing must be consolidated and made a part of the public hearing on the application for rezoning before the planning commission, and the planning commission must consider the application for AHDB in conjunction with the application for rezoning. If the application has been submitted in conjunction with an application for a stewardship receiving area, then the hearing must be consolidated and made a part of the public hearing on the application for stewardship receiving area before the planning commission, and the planning commission must consider the application for AHDB in conjunction with the application for stewardship receiving area. After the close of the public hearing, the planning commission must review and evaluate the application in light of the requirements of this section and the requirements for a rezoning, PUD, rezoning, or SRA stewardship receiving area, or conditional use, as applicable, and must recommend to the BCC that the application be denied, granted or granted with conditions. 6. Review and determination by Board of County Commissioners. Upon receipt by the BCC of the application for AHDB and the written recommendation and report of the County Manager or designee and recommendation of the planning commission, the BCC must schedule and hold a properly advertised and duly noticed public hearing on the application. If the application has been submitted in conjunction with an application for a planned unit development (PUD), rezoning, SRA, or conditional use, then the hearing must be consolidated and made a part of the public hearing on the respective application for the planned unit development (PUD) before the BCC, and the BCC must consider the application for AHDB in conjunction with the application for the planned unit 17.C.1 Packet Pg. 1443 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 12 of 28 Words struck through are deleted, words underlined are added development (PUD), rezoning, SRA, or conditional use. If the application has been submitted in conjunction with an application for a rezoning, then the hearing must be consolidated and made a part of the public hearing on the application for rezoning before the BCC, and the BCC must consider the application for AHDB in conjunction with the application for rezoning. If the application has been submitted in conjunction with an application for a stewardship receiving area, then the hearing must be consolidated and made a part of the public hearing on the application for stewardship receiving area before the BCC, and the BCC must consider the application for AHDB in conjunction with the application for stewardship receiving area. After the close of the public hearing, the BCC must review and evaluate the application in light of the requirements of this section and the requirements for a PUD, rezoning, SRA, or conditional use, and must deny, grant, or grant with conditions, the application in accordance with the AHDB rating system and the AHDB monitoring program. E. The procedures to request approval of a density bonus are described in Chapter 10 of this LDC, along with requirements for the developer's agreement to ensure compliance. * * * * * * * * * * * * * SUBSECTION 3.___. AMENDMENTS TO SECTION 2.06.02 PURPOSE AND INTENT Section 2.06.02 Purpose and Intent, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 2.06.02 Purpose and Intent A. Section 2.06.00 is intended to implement and be consistent with the GMP, § 163.3161 et seq. F.S, Rule 9J-5, F.A.C., and the Stipulated Settlement Agreement in DOAH Case No. 89-1299 GM, by providing for moderate-, low-, and very-low-income housing through the use of density bonuses which allow an increase in the number of residential dwelling units per acre allowed on property proposed for development, thereby decreasing the per unit cost of land and development. 17.C.1 Packet Pg. 1444 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 13 of 28 Words struck through are deleted, words underlined are added B. This objective is accomplished by implementing an AHDB program which consists of an AHDB rating system and an AHDB monitoring program. The purpose of the AHDB rating system is to provide increased residential densities to developers who guarantee that a portion of their housing development will be affordable by households of gap-, moderate-, low-, or very-low-income, thus expanding housing opportunities for gap-, moderate-, low-, and very-low-income households throughout the county. The purpose of the AHDB monitoring program is to provide assurance that the program is properly implemented, monitored, and enforced, and that useful information on affordable housing may be collected. * * * * * * * * * * * * * [remainder of this page is blank] SUBSECTION 3.___. AMENDMENTS TO SECTION 2.06.03 AHDB RATING SYSTEM 17.C.1 Packet Pg. 1445 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 14 of 28 Words struck through are deleted, words underlined are added Section 2.06.03 AHDB Rating System, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 2.06.03 AHDB Rating System A. The AHDB rating system shall be used to determine the amount of the AHDB which may be granted for a development, based on household income level, type of affordable housing units (owner-occupied or rental, single-family or multi-family), and percentage of affordable housing units in the development. To use the AHDB rating system, Table A below, shall be used. Table A shall be reviewed and updated, if necessary, on an annual basis by the BCC or its designee. 1. First, choose the household income level (50% of median income, 60% of median income, or 80% of median income) of the affordable housing unit(s) proposed in the development, and the type of affordable housing units (owner- occupied or rental, single-family or multi-family, where applicable) to be provided, as shown in Table A. An AHDB based on the household income level is shown in Table A. Table A will indicate the maximum number of residential dwelling units per gross acre that may be added to the base density. These additional residential dwelling units per gross acre are the maximum AHDB available to that development. Developments with percentages of affordable housing units which fall in between the percentages shown on Table A shall receive an AHDB equal to the lower of the 2 percentages it lies between, plus 1/10 of a residential dwelling unit per gross acre for each additional percentage of affordable housing units in the development. For example, a development which has 24 percent of its total residential dwelling units as affordable housing units, at the 80 percent MI level will receive an AHDB of 2.4 residential dwelling units per gross acre for the development. 2. Where more than 1 type of affordable housing unit (based on level of income shown in Table A) is proposed for a development, the AHDB for each type shall be calculated separately. After the AHDB calculations for each type of affordable housing unit have been completed, the AHDB for each type of unit shall be added to those for the other type(s) to determine the maximum AHDB available 17.C.1 Packet Pg. 1446 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 15 of 28 Words struck through are deleted, words underlined are added for the development. In no event shall the AHDB exceed eight (8) dwelling units per gross acre. Table A. Affordable-Workforce-Gap Housing Density Bonus (Additional Available Dwelling Units Per Gross Acre) Maximum Allowable Density Bonus by Percent of Development Designated as Affordable-Workforce-Gap Housing Product Household Income (% median) 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Gap 81—150% MI* ** 1 2 3 4 5 6 6 6 6 n/a Workforce 61—80% MI* 2 3 5 8 8 8 8 8 8 8 Low 51—60% MI 3 4 6 8 8 8 8 8 8 8 Very Low 50% or less MI 4 5 7 8 8 8 8 8 8 8 Maximum Allowable Density Bonus by Percent of Development Designated as Affordable Housing1, 2, 3 17.C.1 Packet Pg. 1447 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 16 of 28 Words struck through are deleted, words underlined are added Product (% of MI) 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Gap (>120 - ≤140)4,5 1 2 3 4 5 6 7 8 n/a n/a Moderate (>80 - ≤120)4 2 4 5 6 7 8 9 10 11 12 Low (>50 - ≤80) 3 6 7 8 9 10 11 12 12 12 Very-Low (≤50) 7 8 9 10 11 12 12 12 12 12 1 Total Allowable Density = Base Density + Affordable Housing Density Bonus. In no event shall the maximum gross density exceed that which is allowed pursuant to the GMP. 2 Developments with percentages of affordable housing units which fall in between the percentages shown on Table A shall receive an AHDB equal to the lower of the two percentages it lies between, plus 1/10 of a residential dwelling unit per gross acre for each additional percentage of affordable housing units in the development. 3 Where more than one type of affordable housing unit (based on level of income shown above) is proposed for a development, the AHDB for each type shall be calculated separately. After the AHDB calculations for each type of affordable housing unit have been completed, the AHDB for each type of unit shall be added to those for the other type(s) to determine the maximum AHDB available for the development. In no event shall the AHDB exceed 12 dwelling units per gross acre. 4 * Owner-occupied only 5 ** May only be used in conjunction with at least 20 10% at or below 120 80% MI 17.C.1 Packet Pg. 1448 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 17 of 28 Words struck through are deleted, words underlined are added Total Allowable Density = Base Density + Affordable-Workforce-Gap Housing Density Bonus. In no event shall the maximum gross density allowed exceed 16 units per acre. B. The AHDB shall be available to a development only to the extent that it otherwise complies and is consistent with the GMP and the land development regulations, including the procedures, requirements, conditions, and criteria for "PUDs" and rezonings, where applicable. C. The minimum number of affordable housing units that shall be provided in a development pursuant to this section shall be ten (10) percent of the total affordable housing units. D. The ratio of number of bedrooms per affordable housing unit shall in general be equal to the ratio of the number of bedrooms per residential unit for the entire development. * * * * * * * * * * * * * SUBSECTION 3.___. AMENDMENTS TO SECTION 2.06.04 LIMITATIONS ON AFFORDABLE HOUSING DENSITY BONUS Section 2.06.04 Limitations on Affordable Housing Density Bonus, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 2.06.04 Limitations on Affordable Housing Density Bonus Anything to the contrary notwithstanding, the following limitations and conditions shall apply to all of the AHDB for a development: A. Affordable housing density bonus development agreement required. The AHDB shall be available to a development only when an AHDB development agreement has been entered into by the developer/ applicant and the BCC, and such agreement has been approved by the county attorney and the BCC pursuant to the public hearing process established in this section prior to execution. Amendments to such agreement shall be 17.C.1 Packet Pg. 1449 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 18 of 28 Words struck through are deleted, words underlined are added processed as a regular agenda item before the BCC unless there is a companion land use petition in the same manner as the original agreement. The AHDB development agreement shall include, at a minimum, the following provisions: 1. Legal description of the land subject to the agreement and the names of its legal and equitable owners. 2. Total number of residential dwelling units in the development. 3. Minimum number of affordable housing units, categorized by level of household income, type of unit (single-family or multifamily, owner-occupied or rental), and number of bedrooms, required in the development. 4. Maximum number of AHDB dwelling units permitted in the development. 5. Gross residential density of the development. 6. Amount of monthly rent for rental units, or the price and conditions under which an owner-occupied unit will be sold, for each type of affordable housing unit in accordance with the definition for each type of affordable housing rental unit– (moderate, low-, and very-low-income). 7. The foregoing notwithstanding, any rent charged for an affordable housing unit rented to a low- or very-low-income household family shall not exceed 90 percent of the rent charged for a comparable market rate dwelling in the same or similar development. Comparable market rate means the rental; amount charged for the last market rate dwelling unit of comparable market rate dwelling in the same or similar development. Comparable market rate means the rental amount charged for the last market rate dwelling unit of comparable square footage, amenities, and number of bedrooms, to be rented in the same development the amount published by the Florida Housing Finance Corporation for Collier County adjusted by income level, family size, and number of bedrooms, and updated annually. 17.C.1 Packet Pg. 1450 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 19 of 28 Words struck through are deleted, words underlined are added 8. No affordable housing unit in the development shall be rented to a tenant whose household income has not been verified and certified in accordance with this division as a moderate, low-, or very-low-income household family . Such verification and certification shall be the responsibility of the developer and shall be submitted to the County Manager or his designee for approval. Tenant income verification and certification shall be repeated annually to assure continued eligibility. 9. No affordable housing unit that is to be sold, leased with option to purchase, or otherwise conveyed in the development shall be sold, leased with option to purchase, or otherwise conveyed to a buyer whose household income has not been verified and certified in accordance with this section as a gap-, moderate-, low-, or very-low-income household family. Such verification and certification shall be the responsibility of the developer and shall be submitted to the County Manager or his designee for approval. It is the intent of this section to keep housing affordable; therefore, any person who buys an affordable housing unit must agree, in a lien instrument to be recorded with the Clerk of the Circuit Court of Collier County, Florida, that if he sells the property is sold (to a non-income qualified buyer, including the land and/or the unit) within 15 years after the his original purchase at a sales price in excess of five percent per year of the his original purchase price that he will pay to the county an amount equal to one-half of the sales price in excess of five percent increase per year. The lien instrument may be subordinated to a qualifying first mortgage. 10. For example, a person originally buys a designated affordable housing unit (a house) for $60,000.00 and sells it after five years for $80,000.00. A five percent increase per year for five years will give a value of $76,577.00. Deducting this amount from the sales price of $80,000.00 gives a difference of $3,423.00. The seller would then owe the county $1,711.50 (one-half of $3,423.00). Payment of this amount would release the recorded lien first owner from the recorded lien against the property. Such payment shall be maintained in a segregated fund, established by the county solely for affordable housing purposes, and such money shall be used solely to encourage, provide for, or promote affordable housing in Collier County. 17.C.1 Packet Pg. 1451 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 20 of 28 Words struck through are deleted, words underlined are added 11. No affordable housing unit in any building or structure in the development shall be occupied by the developer, any person related to or affiliated with the developer, or a resident manager. 12. When the developer advertises, rents, sells or maintains the affordable housing unit, it must advertise, rent, sell, and maintain the same in a nondiscriminatory manner and make available any relevant information to any person who is interested in renting or purchasing such affordable housing unit. The developer shall agree to be responsible for payment of any real estate commissions and fees. The affordable housing units in the development shall be identified on all building plans submitted to the county and described in the application for AHDB. 13. The developer shall not disclose to persons, other than the potential tenant, buyer or lender of the particular affordable housing unit or units, which units in the development are designated as affordable housing units. 14. The square footage, construction and design of the affordable housing units shall be the same as market rate dwelling units in the development. 15. The AHDB agreement and authorized development shall be consistent with the growth management plan and land development regulations of Collier County that are in effect at the time of development. Subsequently adopted laws and policies shall apply to the AHDB agreement and the development to the extent that they are not in conflict with the number, type of affordable housing units and the amount of AHDB approved for the development. 16. The affordable housing units shall be intermixed with, and not segregated from, the market rate dwelling units in the development. 17. The conditions contained in the AHDB development agreement shall constitute covenants, restrictions, and conditions which shall run with the land and shall be 17.C.1 Packet Pg. 1452 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 21 of 28 Words struck through are deleted, words underlined are added binding upon the property and every person having any interest therein at any time and from time to time. 18. The AHDB development agreement shall be recorded in the official records of Collier County, Florida, subsequent to the recordation of the grant deed pursuant to which the developer acquires fee simple title to the property. 19. Each affordable housing rental unit shall be restricted to remain and be maintained as the type of affordable housing rental unit (moderate, low- or very-low- income) designated in accordance with the AHDB development agreement for at least 30 15 years from the issuance of a certificate of occupancy for such unit. 20. Each affordable housing owner -occupied unit shall be restricted to remain and be maintained as the type of affordable housing owner-occupied unit (gap-, m o d e r a t e -, low-, or very-low-income) designated in accordance with the AHDB development agreement for at least 15 years from the issuance of a certificate of occupancy for such unit. 21. The developer and owner of a rental the development shall provide on-site management to assure appropriate security, maintenance and appearance of the development and the dwelling units where these issues are a factor. B. Compliance with growth management plan and land development regulations. The AHDB shall be available to a development only to the extent that it otherwise complies and is consistent with the GMP and the land development regulations, including the procedures, requirements, conditions and criteria for planned unit developments (PUDs) and rezonings, where applicable. C. Minimum number of affordable housing units. The minimum number of affordable housing units that shall be provided in a development pursuant to this section shall be ten 10 percent of the total affordable housing units. D. Nontransferable. The AHDB is not transferrable between developments or properties. 17.C.1 Packet Pg. 1453 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 22 of 28 Words struck through are deleted, words underlined are added E. Phasing. In the case where a development will occur in more than one phase, the percentage of affordable housing units to which the developer has committed for the total development shall be maintained in each phase and shall be constructed as part of each phase of the development on the property. For example, if the total development's AHDB is based on the provision of ten percent of the total dwelling units as affordable housing rental units for low-income households with two bedrooms per unit, then each phase must maintain that same percentage (10 ten percent in this case) cumulatively. * * * * * * * * * * * * * SUBSECTION 3.___. AMENDMENTS TO SECTION 2.06.05 AFFORDABLE HOUSING DENSITY BONUS MONITORING PROGRAM Section 2.06.05 Affordable Housing Density Bonus Monitoring Program, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 2.06.05 Affordable Housing Density Bonus Monitoring Program A. Annual progress and monitoring report. The AHDB for a development shall be subject to the AHDB monitoring program set forth in this section. The developer shall provide the County Manager or his designee with an annual progress and monitoring report regarding the delivery of affordable housing rental/ownership units throughout the period of their construction, rental, sale, and occupancy for each of the developer's developments which involve the AHDB in a form developed by the County Manager or his designee. The annual progress and monitoring report shall, at a minimum, require any information reasonably helpful to ensure compliance with this section and provide information with regard to affordable housing in Collier County. To the extent feasible, the County Manager or his designee shall maintain public records of all dwelling units (AHDB and affordable housing units) constructed pursuant to the AHDB program, all affordable housing units constructed pursuant to the AHDB program, occupancy statistics of such dwelling units, complaints of violations of this section which are alleged to have occurred, the disposition of all such complaints, a list of those persons who have participated as tenants or buyers in the AHDB program, and such other records and 17.C.1 Packet Pg. 1454 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 23 of 28 Words struck through are deleted, words underlined are added information as the County Manager or his designee believes may be necessary or desirable to monitor the success of the AHDB program and the degree of compliance therewith. Failure to complete and submit the monitoring report to the County Manager or his designee within 60 days from the due date will result in a penalty of up to $50.00 per day per incident or occurrence unless a written extension not to exceed 30 days is requested prior to expiration of the 60-day submission deadline. B. Income verification and certification. 1. Eligibility. The determination of eligibility of gap-, moderate-, low-, and very-low- income households to rent or buy and occupy affordable housing units is the central component of the AHDB monitoring program. Household income eligibility is a three-step process: (a) Submittal of an application by a buyer or tenant; (b) Verification of household income and assets; and (c) Execution of an income certification. All three shall be accomplished prior to a buyer or tenant being qualified as an eligible household to rent or purchase and occupy an affordable housing unit pursuant to the AHDB program. No person shall occupy an affordable housing unit provided under the AHDB program prior to being qualified at the appropriate level of income (gap-, moderate-, low-, or very-low-income). Eligibility. The determination of eligibility of moderate, low, and very low income families to rent or buy and occupy affordable housing units is the central component of the AHDB monitoring program. Family income eligibility is a three- step process: (1) submittal of an application by a buyer or tenant; (2) verification of family income; and (3) execution of an income certification. All three shall be accomplished prior to a buyer or tenant being qualified as an eligible family to rent or purchase and occupy an affordable housing unit pursuant to the AHDB program. No person shall occupy an affordable housing unit provided under the AHDB 17.C.1 Packet Pg. 1455 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 24 of 28 Words struck through are deleted, words underlined are added program prior to being qualified at the appropriate level of income (moderate, low or very low income). 2. The developer shall be responsible for accepting applications from buyers or tenants, verifying income and obtaining the income certification for its development which involves AHDB, and all forms and documentation must be provided to the County Manager or his designee prior to qualification of the buyer or tenant as a gap-, moderate-, low-, or very-low-income household family. The County Manager or his designee shall review all documentation provided, and may verify the information provided from time to time. Prior to occupancy by a qualified buyer or tenant, the developer shall provide to the County Manager or his designee, at a minimum, the application for affordable housing qualification, including the income verification form and the income certification form, and the purchase contract, lease, or rental agreement for that qualified buyer or tenant. At a minimum, the lease shall include the name, address and telephone number of the head of household and all other occupants, a description of the unit to be rented, the term of the lease, the rental amount, the use of the premises, and the rights and obligations of the parties. Random inspections to verify occupancy in accordance with this section may be conducted by the County Manager or his designee. 3. Application. A potential buyer or tenant shall apply to the developer, owner, manager, or agent to qualify as a gap-, moderate-, low-, or very-low-income household f a m i l y for the purpose of renting, or owning and occupying an affordable housing rental unit pursuant to the AHDB program. The application for affordable housing qualification shall be in a form provided by the County Manager or his designee and may be a part of the income certification form. 4. Income verification. The County Manager or his designee or the developer shall obtain written verification from the potential occupant (including the entire household) to verify all regular sources of income to the potential tenant/owner (including the entire household). The written verification form shall include, at a minimum, the purpose of the verification, a statement to release information, employer verification of gross annual income or rate of pay, number of hours worked, frequency of pay, bonuses, tips and commissions and a signature block 17.C.1 Packet Pg. 1456 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 25 of 28 Words struck through are deleted, words underlined are added with the date of application. The verification may take the form of the most recent year's federal income tax return for the potential occupants (including the entire household), a statement to release information, tenant verification of the return, and a signature block with the date of application. The verification shall be valid for up to 90 days prior to occupancy. Upon expiration of the 90-day period, the information may be verbally updated from the original sources for an additional 30 days, provided it has been documented by the person preparing the original verification. After this time, a new verification form must be completed. The income verification may take the form of the most recent year’s filed income tax return for each occupant who had filed and will occupy the affordable housing unit. 5. Income certification. Upon receipt of the application and verification of income, an income certification form shall be executed by the potential buyer or tenant (including the entire household) prior to sale or rental and occupancy of the affordable housing unit by the owner or tenant. Income certification that the potential occupant has a gap-, moderate-, low-, or very-low-income household income qualifies the potential occupant as an eligible household family to buy or rent and occupy an affordable housing unit under the AHDB program. The income certification shall be in a form provided by the County Manager or his designee. 6. The Developer shall be deemed in compliance with the AHDB agreement if the Developer has complied with the tenant eligibility and qualification requirements of the Florida Housing Finance Corporation by providing the County Community and Human Services Division a copy of the annual Florida Housing Finance Corporation compliance and program reports. * * * * * * * * * * * * * SUBSECTION 3.___. AMENDMENTS TO SECTION 2.06.06 VIOLATIONS AND ENFORCEMENT Section 2.06.06 Violations and Enforcement, of Ordinance 04-41, as amended, the Collier County Land Development Code, is hereby amended to read as follows: 17.C.1 Packet Pg. 1457 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 26 of 28 Words struck through are deleted, words underlined are added 2.06.06 - Violations and Enforcement A. Violations. It is a violation of section 2.06.00 to rent, sell or occupy, or attempt to rent, sell or occupy, an affordable housing rental unit provided under the AHDB program except as specifically permitted by the terms of section 2.06.00, or to knowingly give false or misleading information with respect to any information required or requested by the County Manager or his designee or by other persons pursuant to the authority which is delegated to them by section 2.06.00. B. Notice of violation. Whenever it is determined that there is a violation of section 2.06.00, a notice of violation shall be issued and sent by the County Manager or his designee by certified return receipt requested U.S. mail, or hand delivery to the person or developer in violation of section 2.06.00. The notice of violation shall be in writing, shall be signed and dated by the County Manager or his designee or such other county personnel as may be authorized by the BCC, shall specify the violation or violations, shall state that said violation(s) shall be corrected within 10 ten days of the date of notice of violation, and shall state that if said violation(s) is not corrected by the specified date that civil and/or criminal enforcement may be pursued. If said violation(s) is not corrected by the specified date in the notice of violation, the County Manager or his designee shall issue a citation which shall state the date and time of issuance, name and address of the person in violation, date of the violation, section of these regulations, or subsequent amendments thereto, violated, name of the County Manager or his designee, and date and time when the violator shall appear before the code enforcement board. C. Criminal enforcement. Any person who violates any provision of this section shall, upon conviction, be punished by a fine not to exceed $500.00 per violation or by imprisonment in the county jail for a term not to exceed 60 days, or by both, pursuant to the provisions of F.S. § 125.69. Such person also shall pay all costs, including reasonable attorney ’s fees, including those incurred on appeal, involved in the case. Each day such violation continues, and each violation, shall be considered a separate offense. 17.C.1 Packet Pg. 1458 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 27 of 28 Words struck through are deleted, words underlined are added D. Civil enforcement. In addition to any criminal penalties which may be imposed pursuant to section 2.06.06 C. above, Collier County and the County Manager or his designee shall have full power to enforce the terms of this section and any AHDB development agreements, rezoning conditions or stipulations, and planned unit development (PUD) conditions and stipulations pursuant to this section and the rights, privileges and conditions described herein, by action at law or equity. In the event that it is determined that a violation has occurred and has not or will not be corrected within 60 days, the certificate of occupancy for all AHDB units within the development shall be withdrawn and the sanctions or penalties provided in the AHDB development agreement shall be pursued to the fullest extent allowed by law. * * * * * * * * * * * * * SECTION FOUR: CONFLICT AND SEVERABILITY In the event that any provisions of this ordinance should result in an unresolved conflict with the provisions of the Land Development Code (LDC) or Growth Management Plan (GMP), the applicable provisions of the LDC or GMP shall prevail. In the event this Ordinance conflicts with any other Ordinance of Collier County or other applicable law, the more restrictive shall apply. If any phrase or portion of this Ordinance is held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision and such holding shall not affect the validity of the remaining portion. SECTION FIVE: INCLUSION IN THE COLLIER COUNTY LAND DEVELOPMENT CODE The provisions of this Ordinance shall become and be made a part of the Land Development Code of Collier County, Florida. The sections of the Ordinance may be renumbered or re-lettered to accomplish such, and the word "ordinance" may be changed to "section," "article," or any other appropriate word. SECTION SIX: EFFECTIVE DATE This Ordinance shall become effective upon filing with the Florida Department of State. 17.C.1 Packet Pg. 1459 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT 1/8/19 Page 28 of 28 Words struck through are deleted, words underlined are added PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier County, Florida, this ___ day of January, 2019. ATTEST: BOARD OF COUNTY COMMISSIONERS CRYSTAL K. KINZEL, CLERK OF COLLIER COUNTY, FLORIDA By:__________________________ By:_____________________________ , Deputy Clerk W.L. McDaniel, Jr., Chairman Approved as to form and legality: __________________________ Scott A. Stone Assistant County Attorney 17.C.1 Packet Pg. 1460 Attachment: Draft Ordinance (01-08-2019) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) Collier County Planning Commission Page 1 Printed 10/25/2018 COLLIER COUNTY Collier County Planning Commission AGENDA Board!of!County!Commission!Chambers! Collier!County!Government!Center! 3299!Tamiami!Trail!East,!3rd!Floor! Naples,!FL!!34112! November 1, 2018 9: 00 AM Mark Strain - Chairman Karen Homiak - Vice-Chair Patrick Dearborn Ned Fryer Stan Chrzanowski, Environmental Joseph Schmitt, Environmental Thomas Eastman, Collier County School Board ! ! ! ! Note: Individual speakers will be limited to 5 minutes on any item. Individuals selected to speak on behalf of an organization or group are encouraged and may be allotted 10 minutes to speak on an item if so recognized by the chairman. Persons wishing to have written or graphic materials included in the CCPC agenda packets must submit said material a minimum of 10 days prior to the respective public hearing. In any case, written materials intended to be considered by the CCPC shall be submitted to the appropriate county staff a minimum of seven days prior to the public hearing. All material used in presentations before the CCPC will become a permanent part of the record and will be available for presentation to the Board of County Commissioners if applicable. Any person who decides to appeal a decision of the CCPC will need a record of the proceedings pertaining thereto, and therefore may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. 17.C.2 Packet Pg. 1461 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) November 2018 Collier County Planning Commission Page 2 Printed 10/25/2018 1. Pledge of Allegiance 2. Roll Call by Secretary 3. Addenda to the Agenda 4. Planning Commission Absences 5. Approval of Minutes A. October 4, 2018 CCPC minutes 6. BCC Report - Recaps 7. Chairman's Report 8. Consent Agenda 9. Public Hearings A. Advertised 1. ***Note: This item has been continued from the September 6, 2018, CCPC meeting.*** PL20170001729: A Resolution amending Resolution No. 90-292 (Development Order 90-3, as amended) for the Halstatt/Grey Oaks Development of Regional Impact by providing for: Section One, amendments to Development Order by revising the Master Plan to relocate unbuilt access locations from Airport Road and Golden Gate Parkway to access locations on Livingston Road for access only to the areas of the PUD identified as FP&L easement located south of Grey Oaks Drive East; amendments to Exhibit E, Development Order access conditions and Sub- Exhibit 1, project access locations and Sub-Exhibit 2 project access conditions; Section Two, findings of fact; Section Three, conclusions of law; and Section Four, effect of previously issued Development Orders, transmittal to Department Of Economic Opportunity and effective date. The subject property is located at the intersection of Golden Gate Parkway and Airport-Pulling Road in Sections 24, 25 and 26, Township 49 South, Range 25 East, Collier County, Florida. (Companion to Agenda item PL20170001548-Grey Oaks MPUD) [Coordinator: Nancy Gundlach, AICP, Principal Planner] 17.C.2 Packet Pg. 1462 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) November 2018 Collier County Planning Commission Page 3 Printed 10/25/2018 2. ***Note: This item has been continued from the September 6, 2018, CCPC meeting.*** PL20170001548: An Ordinance of the Board of County Commissioners of Collier County, Florida, amending Ordinance No. 07-40, the Grey Oaks MPUD, by relocating unbuilt access locations on Airport Road and Golden Gate Parkway to Livingston Road for access only to the areas of the PUD identified as FP&L easement located south of Grey Oaks Drive East, and by providing an effective date. The subject MPUD consisting of 1,601+/- acres is located at the northeast, northwest, and southeast quadrants of the intersection of Airport Road (S.R. 31) and Golden Gate Parkway (C.R. 886), in Sections 24, 25, and 26, Township 49 South, Range 25 East, Collier County, Florida. (Companion to Agenda item PL20170001729-Halstatt/Grey Oaks DRI) [Coordinator: Nancy Gundlach, AICP, Principal Planner] 3. An Ordinance of the Board of County Commissioners of Collier County, Florida, amending Ordinance Number 04-41, as amended, the Collier County Land Development Code, which includes the comprehensive land regulations for the unincorporated area of Collier County, Florida, to make changes consistent with Board direction, including revising the affordable housing definition, updating the terminology and income levels associated with affordable housing categories, and increasing the maximum affordable density bonus from 8 to 12 dwelling units per acre, by providing for: Section One, Recitals; Section Two, Findings of Fact; Section Three, Adoption of Amendments to the Land Development Code, more specifically amending the following: Chapter One – General Provisions, including Section 1.08.02 Definitions; Chapter Two – Zoning Districts and Uses, including Section 2.06.01 Generally, Section 2.06.02 Purpose and Intent, Section 2.06.03 AHDB Rating System, Section 2.06.04 Limitations on Affordable Housing Density Bonus, Section 2.06.05 Affordable Housing Density Bonus Monitoring Program, and Section 2.06.06 Violations and Enforcement; Section Four, Conflict and Severability; Section Five, Inclusion in the Collier County Land Development Code; and Section Six, Effective Date. [Coordinator: Eric Johnson, AICP Principal Planner] B. Noticed 10. New Business 11. Old Business 12. Public Comment 13. Adjourn 17.C.2 Packet Pg. 1463 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) 11/01/2018 COLLIER COUNTY Collier County Planning Commission Item Number: 9.A.3 Item Summary: An Ordinance of the Board of County Commissioners of Collier County, Florida, amending Ordinance Number 04-41, as amended, the Collier County Land Development Code, which includes the comprehensive land regulations for the unincorporated area of Collier County, Florida, to make changes consistent with Board direction, including revising the affordable housing definition, updating the terminology and income levels associated with affordable housing categories, and increasing the maximum affordable density bonus from 8 to 12 dwelling units per acre, by providing for: Section One, Recitals; Section Two, Findings of Fact; Section Three, Adoption of Amendments to the Land Development Code, more specifically amending the following: Chapter One – General Provisions, including Section 1.08.02 Definitions; Chapter Two – Zoning Districts and Uses, including Section 2.06.01 Generally, Section 2.06.02 Purpose and Intent, Section 2.06.03 AHDB Rating System, Section 2.06.04 Limitations on Affordable Housing Density Bonus, Section 2.06.05 Affordable Housing Density Bonus Monitoring Program, and Section 2.06.06 Violations and Enforcement; Section Four, Conflict and Severability; Section Five, Inclusion in the Collier County Land Development Code; and Section Six, Effective Date. [Coordinator: Eric Johnson, AICP Principal Planner] Meeting Date: 11/01/2018 Prepared by: Title: Planner, Principal – Zoning Name: Eric Johnson 10/12/2018 10:29 AM Submitted by: Title: Division Director - Planning and Zoning – Zoning Name: Michael Bosi 10/12/2018 10:29 AM Approved By: Review: Zoning Ray Bellows Review Item Completed 10/15/2018 9:13 AM Zoning Michael Bosi Review item Completed 10/15/2018 10:50 AM Growth Management Operations & Regulatory Management Judy Puig Review item Completed 10/15/2018 10:59 AM Zoning Jeremy Frantz Additional Reviewer Completed 10/16/2018 11:08 AM Growth Management Operations & Regulatory Management Donna Guitard Review Item Completed 10/16/2018 4:57 PM Zoning Camden Smith Review Item Completed 10/17/2018 10:08 AM Growth Management Department Kenneth Kovensky Review Item Completed 10/18/2018 11:44 AM Zoning Michael Bosi Review Item Completed 10/22/2018 9:45 AM Planning Commission Mark Strain Meeting Pending 11/01/2018 9:00 AM 9.A.3 Packet Pg. 121 17.C.2 Packet Pg. 1464 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) 1 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19-2018).docx LAND DEVELOPMENT CODE AMENDMENT PETITION PL20180002172 SUMMARY OF AMENDMENT This amendment simplifies the definition of affordable housing and makes the terminology and income levels consistent with the Florida Statutes and federal guidelines.It also increases the maximum available affordable housing density bonus from 8 units to 12 units. LDC SECTIONS TO BE AMENDED 1.08.02 Definitions 2.06.00 Affordable Housing Density Bonus (multiple sections) ORIGIN Board of County Commissioners (Board) HEARING DATES BCC CCPC DSAC DSAC-LDR 12/11/2018 11/01/2018 09/05/2018 08/21/2018 ADVISORY BOARD RECOMMENDATIONS DSAC-LDR Approval with Changes DSAC Unanimous Approval CCPC TBD BACKGROUND: The Board of County Commissioners (Board) held two affordable housing workshops, one in 2015 and the other in 2016. These workshops served as the catalyst to form the Housing Stakeholders Group (HSG). The HSG was tasked with creating a two-phase Community Housing Plan (CHP). The first phase of the CHP consisted of the Urban Land Institute’s (ULI) recommendations from their report titled A ULI Advisory Services Panel Report Collier County, Florida, January 29-February 3, 2017. The ULI report indicated that Collier County has an affordability problem, and it may become a crisis if unaddressed. The Board unanimously accepted the CHP (Item #11.A) on October 25, 2017 and directed Staff to bring forward each suggestion in the report individually for discussions in workshops. On February 27, 2018, the Board accepted elements of the CHP by voting in favor of the following: 1.Approve new affordable housing definitions in accordance with discussion at the meeting; 2.Accept the staff-recommended updates of the housing demand model and its methodology; 3.Adopt a resolution (i.e., 2018-38) to advocate support and authorize the county's lobbyists to support current and future state and federal legislation; 4.Adopt a resolution (i.e., 2018-39) to consider housing that is affordable in future public land acquisitions; 5. Accept the Affordable Housing Density Bonus Program (AHDB Program) to increase the affordable housing density bonus from eight extra units per acre to up to 12 extra units per acre; and 6.Adopt a resolution (i.e., 2018-40) to amend the expedited permitting and fast track procedure. This code amendment represents the end-product of #1 (definition) and #5 (AHDB Program) above. Under the definition there are five income levels detailed, ranging up to 140 percent Median Income (MI) for Collier County. These income categories include the following: extremely-low-income, very- 9.A.3.a Packet Pg. 122 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1465 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) 2 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19-2018).docx low-income, low-income, moderate-income, and gap-income. Costs used to determine affordability include the anticipated monthly rent/mortgage payment, property tax, insurance, and required fees (such as mandatory condominium or homeowner association fees and assessments). There are four income levels used in the AHDB Program, including very-low-income, low-income, moderate-income, and gap-income. For purposes of the AHDB Program, the extremely-low-income category is grouped together with the very-low-income category, which staff anticipates is sufficient to address the full spectrum of housing to be built. Even though the extremely-low-income category is not used in the Program, it is important to retain this threshold of household income in the Definitions, because this category is used in other County programs and reports. In accordance with F.S. 420.9075 (4)(e) and to avoid duplicative efforts, staff also is proposing a provision in LDC section 2.06.05 B.6, which would allow staff to accept annual reports from the Florida Housing Finance Corporation to help developers demonstrate compliance with tenant eligibility and qualification requirements of the AHDB Program. This amendment would change the minimum number of required affordable housing units per development, from 10 units to 10 percent of the total housing units. This change is consistent with current Community and Human Services policy. This amendment would also change the upper limit of the gap-income housing category, lowering it from 150% of median income to 140%, which is consistent with the Board’s direction. DSAC-LDR Recommendations: 1. Reword a portion of the affordable housing definition, in part, by creating two separate sentences from what was one longer sentence. 2. Modify Table A. Affordable Housing Density Bonus to include the table’s title as the top row, re- introduce a note under the table that was previously earmarked by staff for deletion, and renumber the notes associated with the table. 3. Change the income verification provisions to allow the most recent year’s filed income tax returns. DSAC Recommendations: 1. Incorporate the minor changes that staff mentioned at the DSAC meeting. FISCAL & OPERATIONAL IMPACTS There are no anticipated fiscal or operational impacts associated with this amendment. GMP CONSISTENCY There is a related GMP amendment that proposes to revise terminology and increase the affordable housing density bonus from 8 to 12 dwelling units per acre. That GMP amendment is necessary so that this LDC amendment may be found consistent with the GMP. EXHIBITS: A- Explanation of Proposed Changes 9.A.3.a Packet Pg. 123 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1466 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 3 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx Amend the LDC as follows: 1.08.02 Definitions 1 2 * * * * * * * * * * * * * 3 4 Affordable Housing: Housing is deemed affordable when the cost of a residential dwelling unit 5 does not exceed 30 percent of that amount which represents the percentage of the median annual 6 gross income for the household. The calculation of such cost shall include the monthly rent and 7 utilities (for rental units) or monthly mortgage payment, property taxes, special assessments, 8 insurance, and other required condominium or homeowner association fees and assessments 9 (for owner-occupied units). 10 11 Affordable housing specifically includes the following income level targets for Collier County, 12 based on the income categories as determined by the Secretary of the U.S. Department of 13 Housing and Urban Development: 14 15 a. Extremely-low-income: Households whose incomes do not exceed 30 percent of 16 the median income. 17 18 b. Very-low-income: Households whose incomes do not exceed 50 percent of the 19 median income. 20 21 c. Low-income: Households whose incomes are greater than 50 percent but do not 22 exceed 80 percent of the median income. 23 24 d. Moderate-income: Households whose incomes are greater than 80 percent but 25 do not exceed 120 percent of the median income. 26 27 e. Gap-income: Households whose incomes are greater than 120 percent but do not 28 exceed 140 percent of the median income. 29 30 * * * * * * * * * * * * * 31 32 Approved Affordable Housing: Affordable Housing that includes a long-term affordability 33 restriction wherein the cost of housing and income of the household are known and monitored, 34 for a specific period of time. 35 * * * * * * * * * * * * * 36 Housing, affordable workforce: means residential dwelling units with a monthly rent or monthly 37 mortgage payment, including property taxes and insurance, not in excess of 1/12 of 30 percent 38 of an amount which represents a range of median adjusted gross annual income (median income) 39 for households as published annually by the U.S. Department of Housing and Urban Development 40 within the Naples Metropolitan Statistical Area (MSA) (See section 2.05.02), specifically including 41 the following subsets: 42 Owner occupied workforce housing: 50 percent or less of median income, otherwise 43 considered to be "very-low income". 44 9.A.3.a Packet Pg. 124 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1467 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 4 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx 1 Owner occupied workforce housing: 51 percent—60 percent of median income, otherwise 2 considered to be "low income". 3 4 Owner occupied workforce housing: 61 percent—80 percent of median income, otherwise 5 considered to be "low income". 6 7 Owner occupied workforce housing: 81 percent—100 percent of median income, 8 otherwise considered to be "moderate income". 9 10 Owner occupied gap housing: 81 percent—150 percent of median income. 11 12 Rental workforce housing less than 50 percent of median income, otherwise considered 13 to be "very-low income". 14 15 Rental workforce housing from 51 percent—60 percent of median income, otherwise 16 considered to be "low income". 17 18 The term affordable housing is specifically intended to include affordable workforce 19 housing. 20 21 Housing, gap: means residential dwelling units with a monthly rent or monthly mortgage payment, 22 including property taxes and insurance, not in excess of 1/12 of 30 percent of an amount which 23 represents a range of median adjusted gross annual income (median income) for households as 24 published annually by the U.S. Department of Housing and Urban Development within the Naples 25 Metropolitan Statistical Area (MSA) (See section 2.05.02), specifically including the following 26 subset: 27 The term "gap housing: 81 percent—150 percent of median income" is specifically 28 intended to include similar categories, such as "Essential Personnel Housing", 29 "Professional Housing", and "Reasonably Priced Housing". Gap housing is intended to 30 provide housing for households falling above the federal and state assistance guidelines, 31 but still unable to afford market priced homes. 32 33 # # # # # # # # # # # # # 34 35 2.06.00 – AFFORDABLE HOUSING DENSITY BONUSES 36 37 2.06.01 – Generally 38 39 A. Within most of the coastal urban designated areas identified on the future land use map of 40 the Collier County GMP, a base density of four (4) residential dwelling units per gross 41 acre is permitted. However, the base density may be adjusted depending on the 42 characteristics of the development. One characteristic of a housing development which 43 9.A.3.a Packet Pg. 125 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1468 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 5 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx would allow the addition of density bonuses in order to increase the density over the 1 base density is the provision of affordable housing in the development. The provision of 2 affordable housing units may add up to eight (8) 12 dwelling units per gross acre to the 3 base density of four (4) residential dwelling units per gross acre, for a total of twelve (12) 4 residential dwelling units per gross acre, plus any other density bonuses available, and 5 minus any density reduction for traffic congestion area that is required, pursuant to the 6 Collier County GMP. The total eligible density must not exceed the maximum density 7 allowed pursuant to the GMP a total of sixteen (16) dwelling units per gross acre, except 8 as allowed through use of transfer of development rights, as provided for in the growth 9 management plan. The program to accomplish this increase to provide affordable housing 10 is called the affordable housing density bonus (ADHB) program. 11 12 B. Within most of the Immokalee Urban area, as identified on the Immokalee area master 13 plan future land use map of the growth management plan, base densities are four or 14 six or eight residential dwelling units per gross acre. However, the base density may 15 be adjusted depending on the characteristics of the development. One characteristic of 16 a housing development that would allow the addition of density bonuses is the provision 17 of affordable housing in the development. The provision of affordable housing units 18 may add up to 12 eight dwelling units per gross acre to the base density of four, six 19 or eight residential dwelling units per gross acre, for a total of twelve, fourteen or 20 sixteen residential dwelling units per gross acre, plus any other density bonuses 21 available. The total eligible density must not exceed the maximum allowed pursuant to the 22 GMP a total of 16 dwelling units per gross acre. 23 24 C. Within the Rural Lands Stewardship Area Overlay of the Agricultural/Rural area, as 25 identified on the future land use map of the growth management plan, towns, villages, 26 hamlets and compact rural developments are allowed at a density range of one-half to 27 four dwelling units per gross acre. The allowed density may be adjusted depending on 28 the characteristics of the development. One characteristic of a housing development 29 that would allow the addition of density bonuses is the provision of affordable housing 30 in the development. The provision of affordable housing units may add up to eight 31 dwelling units per gross acre to the allowed density of one-half to four dwelling units 32 per gross acre, for a total of eight and one-half to twelve and one-half residential 33 dwelling units per gross acre, plus any other density bonuses available. 34 35 D. In order to qualify for the AHDB for a development, the developer must apply for and 36 obtain the AHDB from the County for a development in accordance with this section, 37 especially in accordance with the provisions of the AHDB program, including the AHDB 38 rating system, the AHDB monitoring program, and the limitations on the AHDB. 39 40 1. Preapplication conference. Prior to submitting an application for AHDB, a 41 preapplication conference may be scheduled with the County Manager or his 42 designee. If the proposed development is to include affordable housing, the 43 housing and urban improvement director, must participate in the 44 preapplication conference. The preapplication conference provides an 45 opportunity to familiarize the applicant with the AHDB program and provides an 46 opportunity for the county staff to obtain a clear understanding of the proposed 47 9.A.3.a Packet Pg. 126 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1469 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 6 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx development. The AHDB rating system, the AHDB monitoring program, the 1 limitations, criteria, procedures, standard conditions, standard forms, and other 2 information will be discussed and made available to the applicant. Depending on 3 the type of development proposed, the application may be combined with an 4 application for a planned unit development (PUD), a rezone, or a Stewardship 5 Receiving Area. 6 7 2. Application. An application for AHDB for a development must be submitted to 8 the County Manager or his designee in the form established by the County 9 Manager or his designee. One additional copy of the application as otherwise 10 required must be provided for the housing and urban improvement director. 11 The application must, at a minimum, include: 12 13 a. Zoning districts proposed by the applicant on the property and acreage of 14 each; 15 16 b. The total number of residential dwelling units in the proposed 17 development, categorized by number of bedrooms and whether the unit 18 is to be rented or owner-occupied; 19 20 c. The total number of AHDB units requested, categorized by number of 21 bedrooms and whether the unit is to be rented or owner-occupied; 22 23 d. Total number of affordable housing units proposed in the development, 24 categorized by level of income, number of bedrooms (one bedroom, two 25 bedrooms, three bedrooms, or more), and rental units and owner-26 occupied units: 27 28 i. Gap-income Moderate income households (one bedroom, two 29 bedrooms, or three bedrooms or more). 30 31 ii. Moderate-income Low income households (one bedroom, two 32 bedrooms, or three bedrooms or more). 33 34 iii. Low-income Very low income households (one bedroom, two 35 bedrooms, or three bedrooms or more). 36 37 iv. Very-low-income Total affordable housing units (one bedroom, 38 two bedrooms, or three bedrooms or more). 39 40 e. Gross density of the proposed development; 41 42 f. Whether the AHDB is requested in conjunction with an application for 43 a planned unit development (PUD), an application for rezoning, SRA an 44 application for a Stewardship Receiving Area, or a conditional use 45 application for a Commercial Mixed-Use project as provided for within 46 LDC section 4.02.38 of the LDC; and 47 9.A.3.a Packet Pg. 127 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1470 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 7 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx g. Any other information which would reasonably be needed to address the 1 request for AHDB for the development pursuant to the requirements set 2 forth in this section. 3 4 3. Determination of completeness. After receipt of an application for AHDB, the 5 County Manger or designee housing and urban improvement director shall 6 determine whether the application submitted is complete. If it is determined he 7 determines that the application is not complete, the County Manager or designee 8 housing and urban improvement director shall notify the applicant in writing of 9 the deficiencies. The County Manager or designee housing and urban 10 improvement director shall take no further steps to process the application 11 until the deficiencies have been remedied. 12 13 4. Review and recommendation by the County Manager or designee. After receipt 14 of a completed application for AHDB, the County Manager or designee must 15 review and evaluate the application in light of the AHDB rating system, the 16 AHDB monitoring program and the requirements of this section. The County 17 Manager or designee must coordinate with the Zoning Division development 18 services director or designee to schedule the AHDB application with the 19 companion application for a PUD, rezoning, SRA, or conditional use 20 planned unit development or stewardship receiving area, and must recommend 21 to the planning commission and the BCC to deny, grant, or grant with conditions, 22 the AHDB application. The recommendation of the County Manager or designee 23 must include a report in support of recommendation. 24 25 5. Review and recommendation by the planning commission. Upon receipt by the 26 planning commission of the application for AHDB and the written 27 recommendation and report of the County Manager or designee, the planning 28 commission must schedule and hold a properly advertised and duly noticed 29 public hearing on the application. If the application has been submitted in 30 conjunction with an application for a PUD, rezoning, SRA, or conditional use, 31 then the hearing must be consolidated and made a part of the public hearing 32 on the respective application for the PUD before the planning commission. 33 , and the The planning commission must consider the application for AHDB in 34 conjunction with the application for the PUD, rezoning, SRA, or conditional use. 35 If the application has been submitted in conjunction with an application for a 36 rezoning, then the hearing must be consolidated and made a part of the public 37 hearing on the application for rezoning before the planning commission, and the 38 planning commission must consider the application for AHDB in conjunction 39 with the application for rezoning. If the application has been submitted in 40 conjunction with an application for a stewardship receiving area, then the hearing 41 must be consolidated and made a part of the public hearing on the application 42 for stewardship receiving area before the planning commission, and the 43 planning commission must consider the application for AHDB in conjunction 44 with the application for stewardship receiving area. After the close of the 45 public hearing, the planning commission must review and evaluate the 46 application in light of the requirements of this section and the requirements for 47 9.A.3.a Packet Pg. 128 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1471 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 8 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx a rezoning, PUD, rezoning, or SRA stewardship receiving area, or conditional 1 use, as applicable, and must recommend to the BCC that the application be 2 denied, granted or granted with conditions. 3 4 6. Review and determination by Board of County Commissioners. Upon receipt by 5 the BCC of the application for AHDB and the written recommendation and 6 report of the County Manager or designee and recommendation of the planning 7 commission, the BCC must schedule and hold a properly advertised and duly 8 noticed public hearing on the application. If the application has been submitted 9 in conjunction with an application for a planned unit development (PUD), 10 rezoning, SRA, or conditional use, then the hearing must be consolidated and 11 made a part of the public hearing on the respective application for the planned 12 unit development (PUD) before the BCC, and the BCC must consider the 13 application for AHDB in conjunction with the application for the planned unit 14 development (PUD), rezoning, SRA, or conditional use. If the application has 15 been submitted in conjunction with an application for a rezoning, then the 16 hearing must be consolidated and made a part of the public hearing on the 17 application for rezoning before the BCC, and the BCC must consider the 18 application for AHDB in conjunction with the application for rezoning. If the 19 application has been submitted in conjunction with an application for a 20 stewardship receiving area, then the hearing must be consolidated and made 21 a part of the public hearing on the application for stewardship receiving area 22 before the BCC, and the BCC must consider the application for AHDB in 23 conjunction with the application for stewardship receiving area. After the close 24 of the public hearing, the BCC must review and evaluate the application in 25 light of the requirements of this section and the requirements for a PUD, 26 rezoning, SRA, or conditional use, and must deny, grant, or grant with 27 conditions, the application in accordance with the AHDB rating system and the 28 AHDB monitoring program. 29 30 E. The procedures to request approval of a density bonus are described in Chapter 10 of 31 this LDC, along with requirements for the developer's agreement to ensure compliance. 32 33 2.06.02 – Purpose and Intent 34 35 A. Section 2.06.00 is intended to implement and be consistent with the GMP, § 163.3161 36 et seq. F.S, Rule 9J-5, F.A.C., and the Stipulated Settlement Agreement in DOAH 37 Case No. 89-1299 GM, by providing for moderate-, low-, and very-low-income housing 38 through the use of density bonuses which allow an increase in the number of residential 39 dwelling units per acre allowed on property proposed for development, thereby 40 decreasing the per unit cost of land and development. 41 42 B. This objective is accomplished by implementing an AHDB program which consists of an 43 AHDB rating system and an AHDB monitoring program. The purpose of the AHDB 44 rating system is to provide increased residential densities to developers who guarantee 45 that a portion of their housing development will be affordable by households of gap-, 46 moderate-, low-, or very-low-income, thus expanding housing opportunities for gap-, 47 9.A.3.a Packet Pg. 129 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1472 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 9 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx moderate-, low-, and very-low-income households throughout the county. The purpose 1 of the AHDB monitoring program is to provide assurance that the program is properly 2 implemented, monitored, and enforced, and that useful information on affordable 3 housing may be collected. 4 5 2.06.03 – AHDB Rating System 6 7 A. The AHDB rating system shall be used to determine the amount of the AHDB which may 8 be granted for a development, based on household income level, type of affordable 9 housing units (owner-occupied or rental, single-family or multi-family), and percentage 10 of affordable housing units in the development. To use the AHDB rating system, Table 11 A below, shall be used. Table A shall be reviewed and updated, if necessary, on an 12 annual basis by the BCC or its designee. 13 14 1. First, choose the household income level (50% of median income, 60% of 15 median income, or 80% of median income) of the affordable housing unit(s) 16 proposed in the development, and the type of affordable housing units (owner-17 occupied or rental, single-family or multi-family, where applicable) to be 18 provided, as shown in Table A. An AHDB based on the household income 19 level is shown in Table A. Table A will indicate the maximum number of 20 residential dwelling units per gross acre that may be added to the base 21 density. These additional residential dwelling units per gross acre are the 22 maximum AHDB available to that development. Developments with 23 percentages of affordable housing units which fall in between the percentages 24 shown on Table A shall receive an AHDB equal to the lower of the 2 percentages 25 it lies between, plus 1/10 of a residential dwelling unit per gross acre for each 26 additional percentage of affordable housing units in the development. For 27 example, a development which has 24 percent of its total residential dwelling 28 units as affordable housing units, at the 80 percent MI level will receive an AHDB 29 of 2.4 residential dwelling units per gross acre for the development. 30 31 2. Where more than 1 type of affordable housing unit (based on level of income 32 shown in Table A) is proposed for a development, the AHDB for each type shall 33 be calculated separately. After the AHDB calculations for each type of 34 affordable housing unit have been completed, the AHDB for each type of unit 35 shall be added to those for the other type(s) to determine the maximum 36 AHDB available for the development. In no event shall the AHDB exceed eight 37 (8) dwelling units per gross acre. 38 39 40 41 42 43 44 45 46 47 9.A.3.a Packet Pg. 130 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1473 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 10 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx Table A. Affordable-Workforce-Gap Housing Density Bonus 1 (Additional Available Dwelling Units Per Gross Acre) 2 3 Maximum Allowable Density Bonus by Percent of Development Designated as Affordable-4 Workforce-Gap Housing1 5 6 Product (% of MI) Maximum Allowable Density Bonus by Percent of Development Designated as Affordable Housing1,2,3 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Gap (>120 - ≤140)4,5 1 2 3 4 5 6 7 8 n/a n/a Moderate (>80 - ≤120)4 2 4 5 6 7 8 9 10 11 12 Low (>50 - ≤80) 3 6 7 8 9 10 11 12 12 12 Very-Low (≤50) n/a 8 9 10 11 12 12 12 12 12 7 Product2 Household Income (% median) 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Gap 81-150% MI* ** 1 2 3 4 5 6 6 6 6 n/a Moderate Workforce 61-80% MI* 2 3 5 8 8 8 8 8 8 8 Low 51-60% 3 4 6 8 8 8 8 8 8 8 Very Low 50% or less MI 4 5 7 8 8 8 8 8 8 8 8 1 Total Allowable Density = Base Density + Affordable Housing Density Bonus. In 9 no event shall the maximum gross density exceed that which is allowed pursuant 10 to the GMP. 11 12 2 Developments with percentages of affordable housing units which fall in between 13 the percentages shown on Table A shall receive an AHDB equal to the lower of the 14 two percentages it lies between, plus 1/10 of a residential dwelling unit per gross 15 acre for each additional percentage of affordable housing units in the development. 16 17 3 Where more than one type of affordable housing unit (based on level of income 18 shown above) is proposed for a development, the AHDB for each type shall be 19 calculated separately. After the AHDB calculations for each type of affordable 20 housing unit have been completed, the AHDB for each type of unit shall be 21 added to those for the other type(s) to determine the maximum AHDB available 22 9.A.3.a Packet Pg. 131 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1474 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 11 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx for the development. In no event shall the AHDB exceed 12 dwelling units per 1 gross acre. 2 3 4 * Owner-occupied only 4 5 5 ** May only be used in conjunction with at least 20 10% at or below 120 80% MI 6 7 Total Allowable Density = Base Density + Affordable-Workforce-Gap Housing Density 8 Bonus. In no event shall the maximum gross density allowed exceed 16 units per acre. 9 10 B. The AHDB shall be available to a development only to the extent that it otherwise 11 complies and is consistent with the GMP and the land development regulations, 12 including the procedures, requirements, conditions, and criteria for "PUDs" and rezonings, 13 where applicable. 14 15 C. The minimum number of affordable housing units that shall be provided in a development 16 pursuant to this section shall be ten (10) percent of the total affordable housing units. 17 18 D. The ratio of number of bedrooms per affordable housing unit shall in general be equal to 19 the ratio of the number of bedrooms per residential unit for the entire development. 20 21 2.06.04 - Limitations on Affordable Housing Density Bonus 22 23 Anything to the contrary notwithstanding, the following limitations and conditions shall apply to all 24 of the AHDB for a development: 25 26 A. Affordable housing density bonus development agreement required. The AHDB shall 27 be available to a development only when an AHDB development agreement has been 28 entered into by the developer/ applicant and the BCC, and such agreement has been 29 approved by the county attorney and the BCC pursuant to the public hearing process 30 established in this section prior to execution. Amendments to such agreement shall be 31 processed as a regular agenda item before the BCC unless there is a companion land 32 use petition in the same manner as the original agreement. The AHDB development 33 agreement shall include, at a minimum, the following provisions: 34 35 1. Legal description of the land subject to the agreement and the names of its 36 legal and equitable owners. 37 38 2. Total number of residential dwelling units in the development. 39 40 3. Minimum number of affordable housing units, categorized by level of household 41 income, type of unit (single-family or multifamily, owner-occupied or rental), and 42 number of bedrooms, required in the development. 43 44 4. Maximum number of AHDB dwelling units permitted in the development. 45 46 5. Gross residential density of the development. 47 9.A.3.a Packet Pg. 132 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1475 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 12 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx 1 6. Amount of monthly rent for rental units, or the price and conditions under which an 2 owner-occupied unit will be sold, for each type of affordable housing unit in 3 accordance with the definition for each type of affordable housing rental unit– 4 (moderate, low-, and very-low-income). 5 6 7. The foregoing notwithstanding, any rent charged for an affordable housing unit 7 rented to a low- or very-low-income household family shall not exceed 90 percent 8 of the rent charged for a comparable market rate dwelling in the same or similar 9 development. Comparable market rate means the rental; amount charged for the 10 last market rate dwelling unit of comparable market rate dwelling in the same or 11 similar development. Comparable market rate means the rental amount charged 12 for the last market rate dwelling unit of comparable square footage, amenities, and 13 number of bedrooms, to be rented in the same development the amount published 14 by the Florida Housing Finance Corporation for Collier County adjusted by income 15 level, family size, and number of bedrooms, and updated annually. 16 17 8. No affordable housing unit in the development shall be rented to a tenant 18 whose household income has not been verified and certified in accordance with 19 this division as a moderate, low-, or very-low-income household family . Such 20 verification and certification shall be the responsibility of the developer and 21 shall be submitted to the County Manager or his designee for approval. Tenant 22 income verification and certification shall be repeated annually to assure continued 23 eligibility. 24 25 9. No affordable housing unit that is to be sold, leased with option to purchase, or 26 otherwise conveyed in the development shall be sold, leased with option to 27 purchase, or otherwise conveyed to a buyer whose household income has not 28 been verified and certified in accordance with this section as a gap-, moderate-, 29 low-, or very-low-income household family. Such verification and certification shall 30 be the responsibility of the developer and shall be submitted to the County 31 Manager or his designee for approval. It is the intent of this section to keep housing 32 affordable; therefore, any person who buys an affordable housing unit must agree, 33 in a lien instrument to be recorded with the Clerk of the Circuit Court of Collier 34 County, Florida, that if he sells the property is sold (to a non-income qualified 35 buyer, including the land and/or the unit) within 15 years after the his original 36 purchase at a sales price in excess of five percent per year of the his original 37 purchase price that he will pay to the county an amount equal to one-half of the 38 sales price in excess of five percent increase per year. The lien instrument may 39 be subordinated to a qualifying first mortgage. 40 41 10. For example, a person originally buys a designated affordable housing unit (a 42 house) for $60,000.00 and sells it after five years for $80,000.00. A five percent 43 increase per year for five years will give a value of $76,577.00. Deducting this 44 amount from the sales price of $80,000.00 gives a diff erence of $3,423.00. The 45 seller would then owe the county $1,711.50 (one-half of $3,423.00). Payment 46 of this amount would release the recorded lien first owner from the recorded 47 9.A.3.a Packet Pg. 133 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1476 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 13 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx lien against the property. Such payment shall be maintained in a segregated 1 fund, established by the county solely for affordable housing purposes, and such 2 money shall be used solely to encourage, provide for, or promote affordable 3 housing in Collier County. 4 5 11. No affordable housing unit in any building or structure in the development shall 6 be occupied by the developer, any person related to or affiliated with the 7 developer, or a resident manager. 8 9 12. When the developer advertises, rents, sells or maintains the affordable housing 10 unit, it must advertise, rent, sell, and maintain the same in a nondiscriminatory 11 manner and make available any relevant information to any person who is 12 interested in renting or purchasing such affordable housing unit. The developer 13 shall agree to be responsible for payment of any real estate commissions and 14 fees. The affordable housing units in the development shall be identified on all 15 building plans submitted to the county and described in the application for 16 AHDB. 17 18 13. The developer shall not disclose to persons, other than the potential tenant, 19 buyer or lender of the particular affordable housing unit or units, which units in 20 the development are designated as affordable housing units. 21 22 14. The square footage, construction and design of the affordable housing units shall 23 be the same as market rate dwelling units in the development. 24 25 15. The AHDB agreement and authorized development shall be consistent with the 26 growth management plan and land development regulations of Collier County 27 that are in effect at the time of development. Subsequently adopted laws and 28 policies shall apply to the AHDB agreement and the development to the extent that 29 they are not in conflict with the number, type of affordable housing units and the 30 amount of AHDB approved for the development. 31 32 16. The affordable housing units shall be intermixed with, and not segregated 33 from, the market rate dwelling units in the development. 34 35 17. The conditions contained in the AHDB development agreement shall constitute 36 covenants, restrictions, and conditions which shall run with the land and shall be 37 binding upon the property and every person having any interest therein at any time 38 and from time to time. 39 40 18. The AHDB development agreement shall be recorded in the official records of 41 Collier County, Florida, subsequent to the recordation of the grant deed pursuant 42 to which the developer acquires fee simple title to the property. 43 44 19. Each affordable housing rental unit shall be restricted to remain and be maintained 45 as the type of affordable housing rental unit (moderate, low- or very-low-46 9.A.3.a Packet Pg. 134 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1477 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 14 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx income) designated in accordance with the AHDB development agreement for 1 at least 30 15 years from the issuance of a certificate of occupancy for such unit. 2 3 20. Each affordable housing owner-occupied unit shall be restricted to remain and be 4 maintained as the type of affordable housing owner-occupied unit (g a p - , 5 m o d e r a t e - , low-, or very-low-income) designated in accordance with the 6 AHDB development agreement for at least 15 years from the issuance of a 7 certificate of occupancy for such unit. 8 9 21. The developer and owner of a rental the development shall provide on-site 10 management to assure appropriate security, maintenance and appearance of the 11 development and the dwelling units where these issues are a factor. 12 13 B. Compliance with growth management plan and land development regulations. The AHDB 14 shall be available to a development only to the extent that it otherwise complies and is 15 consistent with the GMP and the land development regulations, including the procedures, 16 requirements, conditions and criteria for planned unit developments (PUDs) and 17 rezonings, where applicable. 18 19 C. Minimum number of affordable housing units. The minimum number of affordable 20 housing units that shall be provided in a development pursuant to this section shall be 21 ten 10 percent of the total affordable housing units. 22 23 D. Nontransferable. The AHDB is not transferrable between developments or properties. 24 25 E. Phasing. In the case where a development will occur in more than one phase, the 26 percentage of affordable housing units to which the developer has committed for the 27 total development shall be maintained in each phase and shall be constructed as 28 part of each phase of the development on the property. For example, if the total 29 development's AHDB is based on the provision of ten percent of the total dwelling units 30 as affordable housing rental units for low-income households with two bedrooms per 31 unit, then each phase must maintain that same percentage (10 ten percent in this case) 32 cumulatively. 33 34 2.06.05 - Affordable Housing Density Bonus Monitoring Program 35 36 A. Annual progress and monitoring report. The AHDB for a development shall be subject to 37 the AHDB monitoring program set forth in this section. The developer shall provide the 38 County Manager or his designee with an annual progress and monitoring report regarding 39 the delivery of affordable housing rental/ownership units throughout the period of their 40 construction, rental, sale, and occupancy for each of the developer's developments which 41 involve the AHDB in a form developed by the County Manager or his designee. The 42 annual progress and monitoring report shall, at a minimum, require any information 43 reasonably helpful to ensure compliance with this section and provide information with 44 regard to affordable housing in Collier County. To the extent feasible, the County 45 Manager or his designee shall maintain public records of all dwelling units (AHDB and 46 affordable housing units) constructed pursuant to the AHDB program, all affordable 47 9.A.3.a Packet Pg. 135 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1478 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 15 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx housing units constructed pursuant to the AHDB program, occupancy statistics of such 1 dwelling units, complaints of violations of this section which are alleged to have 2 occurred, the disposition of all such complaints, a list of those persons who have 3 participated as tenants or buyers in the AHDB program, and such other records and 4 information as the County Manager or his designee believes may be necessary or 5 desirable to monitor the success of the AHDB program and the degree of compliance 6 therewith. Failure to complete and submit the monitoring report to the County Manager 7 or his designee within 60 days from the due date will result in a penalty of up to $50.00 8 per day per incident or occurrence unless a written extension not to exceed 30 days is 9 requested prior to expiration of the 60-day submission deadline. 10 11 B. Income verification and certification. 12 13 1. Eligibility. The determination of eligibility of gap-, moderate-, low-, and very-low-14 income households to rent or buy and occupy affordable housing units is the 15 central component of the AHDB monitoring program. Household income eligibility 16 is a three-step process: 17 18 (a) Submittal of an application by a buyer or tenant; 19 20 (b) Verification of household income; and 21 22 (c) Execution of an income certification. 23 24 All three shall be accomplished prior to a buyer or tenant being qualified as an 25 eligible household to rent or purchase and occupy an affordable housing unit 26 pursuant to the AHDB program. No person shall occupy an affordable housing 27 unit provided under the AHDB program prior to being qualified at the appropriate 28 level of income (gap-, moderate-, low-, or very-low-income). 29 30 Eligibility. The determination of eligibility of moderate, low, and very low 31 income families to rent or buy and occupy affordable housing units is the central 32 component of the AHDB monitoring program. Family income eligibility is a three-33 step process: (1) submittal of an application by a buyer or tenant; (2) verification 34 of family income; and (3) execution of an income certification. All three shall be 35 accomplished prior to a buyer or tenant being qualified as an eligible family to rent 36 or purchase and occupy an affordable housing unit pursuant to the AHDB program. 37 No person shall occupy an affordable housing unit provided under the AHDB 38 program prior to being qualified at the appropriate level of income (moderate, low 39 or very low income). 40 41 2. The developer shall be responsible for accepting applications from buyers or 42 tenants, verifying income and obtaining the income certification for its development 43 which involves AHDB, and all forms and documentation must be provided to the 44 County Manager or his designee prior to qualification of the buyer or tenant as 45 a gap-, moderate-, low-, or very-low-income household family. The County 46 Manager or his designee shall review all documentation provided, and may verify 47 9.A.3.a Packet Pg. 136 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1479 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 16 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx the information provided from time to time. Prior to occupancy by a qualified 1 buyer or tenant, the developer shall provide to the County Manager or his 2 designee, at a minimum, the application for affordable housing qualification, 3 including the income verification form and the income certification form, and the 4 purchase contract, lease, or rental agreement for that qualified buyer or tenant. 5 At a minimum, the lease shall include the name, address and telephone number 6 of the head of household and all other occupants, a description of the unit to be 7 rented, the term of the lease, the rental amount, the use of the premises, and 8 the rights and obligations of the parties. Random inspections to verify occupancy 9 in accordance with this section may be conducted by the County Manager or his 10 designee. 11 12 3. Application. A potential buyer or tenant shall apply to the developer, owner, 13 manager, or agent to qualify as a gap-, moderate-, low-, or very-low-income 14 household f a m i l y for the purpose of renting, or owning and occupying an 15 affordable housing rental unit pursuant to the AHDB program. The application for 16 affordable housing qualification shall be in a form provided by the County Manager 17 or his designee and may be a part of the income certification form. 18 19 4. Income verification. The County Manager or his designee or the developer shall 20 obtain written verification from the potential occupant (including the entire 21 household) to verify all regular sources of income to the potential tenant/owner 22 (including the entire household). The written verification form shall include, at a 23 minimum, the purpose of the verification, a statement to release information, 24 employer verification of gross annual income or rate of pay, number of hours 25 worked, frequency of pay, bonuses, tips and commissions and a signature block 26 with the date of application. The verification may take the form of the most recent 27 year's federal income tax return for the potential occupants (including the entire 28 household), a statement to release information, tenant verification of the return, 29 and a signature block with the date of application. The verification shall be valid 30 for up to 90 days prior to occupancy. Upon expiration of the 90-day period, the 31 information may be verbally updated from the original sources for an additional 32 30 days, provided it has been documented by the person preparing the original 33 verification. After this time, a new verification form must be completed. The income 34 verification may take the form of the most recent year’s filed income tax return for 35 each occupant who had filed and will occupy the affordable housing unit. 36 37 5. Income certification. Upon receipt of the application and verification of income, 38 an income certification form shall be executed by the potential buyer or tenant 39 (including the entire household) prior to sale or rental and occupancy of the 40 affordable housing unit by the owner or tenant. Income certification that the 41 potential occupant has a gap-, moderate-, low-, or very-low-income household 42 income qualifies the potential occupant as an eligible household family to 43 buy or rent and occupy an affordable housing unit under the AHDB program. The 44 income certification shall be in a form provided by the County Manager or his 45 designee. 46 47 9.A.3.a Packet Pg. 137 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1480 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 17 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx 6. The Developer shall be deemed in compliance with the AHDB agreement if the 1 Developer has complied with the tenant eligibility and qualification requirements of 2 the Florida Housing Finance Corporation by providing the County Community and 3 Human Services Division a copy of the annual Florida Housing Finance Corporation 4 compliance and program reports. 5 6 2.06.06 - Violations and Enforcement 7 8 A. Violations. It is a violation of section 2.06.00 to rent, sell or occupy, or attempt to rent, sell 9 or occupy, an affordable housing rental unit provided under the AHDB program except 10 as specifically permitted by the terms of section 2.06.00, or to knowingly give false or 11 misleading information with respect to any information required or requested by the 12 County Manager or his designee or by other persons pursuant to the authority which is 13 delegated to them by section 2.06.00. 14 15 B. Notice of violation. Whenever it is determined that there is a violation of section 2.06.00, 16 a notice of violation shall be issued and sent by the County Manager or his designee by 17 certified return receipt requested U.S. mail, or hand delivery to the person or developer 18 in violation of section 2.06.00. The notice of violation shall be in writing, shall be signed 19 and dated by the County Manager or his designee or such other county personnel 20 as may be authorized by the BCC, shall specify the violation or violations, shall state 21 that said violation(s) shall be corrected within 10 ten days of the date of notice of 22 violation, and shall state that if said violation(s) is not corrected by the specified date that 23 civil and/or criminal enforcement may be pursued. If said violation(s) is not corrected by 24 the specified date in the notice of violation, the County Manager or his designee shall 25 issue a citation which shall state the date and time of issuance, name and address 26 of the person in violation, date of the violation, section of these regulations, or 27 subsequent amendments thereto, violated, name of the County Manager or his 28 designee, and date and time when the violator shall appear before the code enforcement 29 board. 30 31 C. Criminal enforcement. Any person who violates any provision of this section shall, upon 32 conviction, be punished by a fine not to exceed $500.00 per violation or by imprisonment 33 in the county jail for a term not to exceed 60 days, or by both, pursuant to the provisions 34 of F.S. § 125.69. Such person also shall pay all costs, including reasonable 35 attorney ’s fees, including those incurred on appeal, involved in the case. Each day 36 such violation continues, and each violation, shall be considered a separate offense. 37 38 D. Civil enforcement. In addition to any criminal penalties which may be imposed pursuant 39 to section 2.06.06 C. above, Collier County and the County Manager or his designee 40 shall have full power to enforce the terms of this section and any AHDB development 41 agreements, rezoning conditions or stipulations, and planned unit development (PUD) 42 conditions and stipulations pursuant to this section and the rights, privileges and 43 conditions described herein, by action at law or equity. In the event that it is determined 44 that a violation has occurred and has not or will not be corrected within 60 days, the 45 certificate of occupancy for all AHDB units within the development shall be withdrawn and 46 9.A.3.a Packet Pg. 138 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1481 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) DRAFT Text underlined is new text to be added Text strikethrough is current text to be deleted 18 G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Affordable Housing (10-19- 2018).docx the sanctions or penalties provided in the AHDB development agreement shall be 1 pursued to the fullest extent allowed by law. 2 3 # # # # # # # # # # # # # 4 9.A.3.a Packet Pg. 139 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1482 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) EXHIBIT A – EXPLANATION OF PROPOSED CHANGES LDC SECTION DESCRIPTION 1.08.02 Simplified the definition so that the terminology and the varying income levels are consistent with Florida Statutes and federal guidelines. The upper limit of the gap-income housing category would be lowered from 150% of median income to 140%, consistent with the Board’s direction. The opening paragraph specifically includes assessment and fees, which were at the request of the Board of County Commissioners (Board) from their hearing on February 27, 2018. Staff further clarified the definition to differentiate between rental and owner-occupied units. The opening paragraph was divided into two sentences too improve readability at the recommendation of the Development Services Advisory Committee – Land Development Review Subcommittee (DSAC-LDR). 2.06.01 Clarified, corrected, or abbreviated various terms, grammar, or processes throughout this section, including deleting gender-specific terminology from the LDC. With respect to the total allowable dwelling units per acre, the DSAC-LDR recommended eliminating a specific number (of dwelling units per acre), to instead indicate that the maximum allowable density should be based upon that which is allowed by the Growth Management Plan (GMP). Increased the maximum allowable density bonuses in accordance with the recommendations of the Community Housing Plan (CHP) that were accepted by the Board of Commissioners on February 27, 2018. Eliminated references to specific job titles and processes that are subject to change administratively and were deemed by staff to serve little value in the Land Development Code (LDC). Eliminated repeating terms. Included gap-income household to include relevant income categories. 2.06.02 Updated the provisions to include relevant income categories. 2.06.03 Eliminated existing language that was deemed by staff to be an administrative process or procedure that is unnecessary to be included in the LDC. Clarified, reorganized, corrected, or abbreviated various terms, grammar, or provisions throughout this section. Increased the maximum allowable density bonuses in accordance with the recommendations of the Community Housing Plan (CHP) that were accepted by the Board of Commissioners on February 27, 2018. Proposing a new table that will reflect the maximum allowable density bonus. Increasing the minimum percentage of required moderate-, low-, or very-low-income units needed to qualify for the density bonus for gap-income housing. 2.06.04 Clarified the appropriate procedure for presenting an affordable housing agreement before the Board. Updated the provisions to include relevant income categories. Included the Florida Housing Finance Corporation as the authority by which to use as a baseline for determining the maximum allowable rental prices. 9.A.3.a Packet Pg. 140 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1483 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) EXHIBIT A – EXPLANATION OF PROPOSED CHANGES Updated the provisions to extend the periods of time for the AHDB development agreement for rental units. Clarified, corrected, or abbreviated various terms, grammar, or processes throughout this section including deleting gender-specific terminology from the LDC. Updated the provisions to differentiate between rental and owner-occupied units. 2.06.05 Updated the provisions to differentiate between rental and owner-occupied units. Re-organized, clarified, or corrected various terms or grammar throughout this section, including deleting gender-specific terminology from the LDC. Clarified the provisions regarding income verification in accordance with the recommendation from the DSAC-LDR. Updated the provisions to include relevant income categories. Included tenant eligibility and qualification requirements to be compliant with the requirements of the Florida Housing Finance Corporation. 2.06.06 Updated text to avoid having gender-specific terminology in the LDC. Corrected grammar. Deleted the term rental because violations are not relegated to just rental units. G:\LDC Amendments\Advisory Boards and Public Hearings\CCPC\11-01-2018\Item 9.A.3 (7001) Exhibit A - Explanation of Proposed Changes (10-19-2018).docx 9.A.3.a Packet Pg. 141 Attachment: Item 9.A.3 (7001) Affordable Housing (10-19-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1484 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) !"#$% &%’ ()*+ ,#-.%/012 INITIAL THOUGHT: Should also include asset verification/determination and not just income verification on providing additional bonus density for “affordable housing”. Anthony P. Pires, Jr., B.C.S. Woodward, Pires & Lombardo, P.A. 3200 North Tamiami Trail Suite 200 Naples, Florida 34103 239-649-6555 Phone 239-649-7342 Fax apires@wpl-legal.com Firm Website: www.wpl-legal.com This transmittal and/or attachments may be a confidential attorney-client communication or may otherwise be privileged or confidential. 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Instead, contact this office by telephone or in writing. 9.A.3.b Packet Pg. 143 Attachment: Item 9.A.3 (7001) Exhibit B - (Email from Pires 10-11-2018) (7001 : Affordable Housing Density Bonus LDC Amendment)17.C.2 Packet Pg. 1486 Attachment: Exhibit A - CCPC Item 9.A.3 (11-01-2018) (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) 17.C.3 Packet Pg. 1487 Attachment: Legal Ad - Agenda ID 7598 (7598 : Affordable Housing Density Bonus - Land Development Code Amendment) Affordable HousingExtremely Low 0 –30% Very Low 31 –50% Low 51 –80% Moderate 81 –120% Gap 120 –140% Affordable Housing-Housing is affordable to a household when a residential dwelling unit with monthly rent or monthly mortgage payment, including property taxes, insurance, and required fees, is not in excess of 30 percent of that amount which represents the percentage of the median annual gross income for the household. Collier County Housing Plan Updated Definition –Back to Basics 1 Rent 2 BR$519 $843 $1,350 $2,025 $2,362 Collier County Housing Plan Updated Definition –Can Afford 3 Person HH$20,780 (Ext. Low) Retail, Servers, Labor $33,750 (Very Low) Teaching Asst, Hospitality $54,000 (Low) Teacher, firefighter, Construc. $81,000 (Moderate) Finance, Manufac., Nurse, 2-Wage Earn. $94,500 (Gap) Professionals, Mangmt, 2-Wage Earn.Own$62,000 $100,000 $125,000 $235,000 $290,000 Source: 2018 HUD income and Rent Limits Affordable Housing Density Bonus Offers up to 8 bonus units/acre Sliding scale based on affordability and commitment Requires a 15 year affordability period Creates an artificially lower ceiling on density available for Housing that is Affordable Suggested “fine-tuning” Increases available bonus to 12 additional units/acre over base density When added to base density still remains within the County’s 16 units/acre cap Puts Housing that is Affordable on level playing field with other available residential uses Increases Affordability Period from 15 to 30 years compliance Does not change public hearing, approval, or notice requirements 3