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Resolution 2001-130 16Al RESOLUTION NO. 2001- 130 RESOLUTION APPROVING THE LOCAL HOUSING ASSISTANCE PLAN FOR FiSCAL YEARS 2001-2002, 2002-2003, AND 2003-2004 AS REQUIRED BY THE FLORIDA STATE HOUSING INITIATIVES PARTNERSHIP (SHIP) PROGRAM; APPROVING A MAXIMUM AWARD SCHEDULE; MAINTAINING ADMINISTRATIVE COSTS OF THE LOCAL AFFORDABLE HOUSING ASSISTANCE PLAN AT A MAXIMUM OF TEN PERCENT OF THE TOTAL SHIP ALLOCATION; AUTHORIZING SUBMISSION OF THE LOCAL HOUSING ASSISTANCE PLAN TO THE FLORIDA HOUSING FINANCE CORPORATION FOR REVIEW AND APPROVAL; AUTHORIZING THE NECESSARY CERTIFICATIONS BY THE CHAIRMAN OF THE BOARD OF COUNTY COMMISSIONERS; APPROVING THE INTERLOCAL AGREEMENT BETWEEN COLLIER COUNTY AND THE CITY OF NAPLES; AND APPROVING THE EFFECTIVE DATES. WHEREAS, the Florida State Legislature enacted the William E. Sadowski Affordable Housing Act on July 7, 1992 (the "Act"), Section 420.907, et seq., FLorida Statutes, Chapter 91-37, Florida Administrative Code, as a comprehensive funding package for state and local housing programs to better enable local governments to meet their responsibilities for affordable housing in accordance with their comprehensive plans; and WHEREAS, pursuant to the Act, the State will allocate a portion of new and existing documentary stamp taxes on deeds to local governments for development and maintenance of affordable housing; and WHEREAS, the Board of County Commissioners of Collier County Florida enacted Collier County Ordinance No. 93-19 on April ]3, 1993 establishing the Collier County Local Housing Assistance Plan; and WHEREAS, through Resolution No. 93-159 the Board of County Commissioners adopted a three year Local Housing Assistance Plan outlining the intended use of SHIP funds for fiscal years 1992-1993, 1993-1994, and 1994-] 995; and 16Al WHEREAS, though Resolution No. 95-284 the Board of County Commissioners adopted a three year Local Housing Assistance Plan outlining the intended use of SHIP funds for fiscal years 1995-1996, 1996-1997, and 1997-1998; and WHEREAS, the Act requires in order to qualify for additional SHIP Funds, local governments must develop a new one to three year Local Housing Assistance Plan outlining the local government's use of SHIP Funds; and WHEREAS, the Act also requires the local government to adopt a maximum award schedule, an average cost per unit, and a maximum cost per unit for eligible housing benefiting from SHIP Awards; and WHEREAS, the Act limits the administrative costs of the Local Housing Assistance Program to five percent (5%) of the total SHIP allocation unless the Board of County Commissioners, by this resolution, increases the percentage to a maximum of ten percent (10%); and WHEREAS, it is in the best interest of Collier County to qualify for the SHIP Funds, and all action taken by the County in furtherance of such qualification is for a valid County purpose. NOW, THEREFORE, be it resolved by the Board of County Commissioners of Collier County, Florida, that: I. The Board of County Commissioners hereby approves the Three Year Local Housing Assistance Plan for fiscal years 2001-2002, 2002-2003, and 2003-2004. 2. The maximum award schedule for SHIP Funds under the Local Housing Assistance Program shall be $50,000 per eligible unit. 3. The average cost per unit for eligible housing benefiting from SHIP Awards shall be $80,000. 4. The maximum cost per unit for eligible housing benefiting from awards made pursuant to the SHIP program shall not exceed $118,264 for existing units and $106,365 for newly constructed eligible housing units. 2 16Al 5. The annual administration costs of the Local Housing Assistance Program shall be maintained at ten percent (10%) of the local SHIP allocation. 6. The Chairman of the Board of County Commissioners is authorized to submit the Local Housing Assistance Plane, a copy of which is attached hereto and made part hereof, to the State of Florida Housing Finance Corporation for its review and approval. 7. The Chairman of the Board of County Commissioners is authorized to execute the certifications annexed to the Housing Assistance Plan on behalf of the County. 8. The Chairman of the Board of County Commissioners is hereby authorized to execute the Interlocal Agreement between Collier County and the City of Naples adopting the Parties' implementation of the Local Housing Assistance Plan adopted herein by reference. 9. This Resolution shall take effect immediately upon its adoption. This resolution adopted after motion, second, and majority vote favoring same. ,,' '. . .' .~ ',', -, . ,0 DATE.P~'Y~~~ )~~ ;/.Ct:!/ , -, , ; ,...., ~. ~ , .A'I';tE$T:' - 0'''':': -_' .- i.. ....'../:.:.':~.:J. '. ."':",. :-:,'~=7,.' , /__ .oo?~i~~~"'~cl BI~s~. BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY FLORIDA , . . , . . . I , . . , ~ '. . . . Att.st .. to Chafrlll'. S'gAiture 01111. P TRICK G. WHITE ASSIST ANT COUNTY ATTORNEY 3 Collier County and City of Naples, FL STATE HOUSING INITIATIVES PARTNERSHIP (SHIP) PROGRAM LOCAL HOUSING ASSISTANCE PLAN For the State of Florida Fiscal Years July 1, 2001 through June 30, 2004 C°llier Cobnty Housing'and Urban Improvement Department Community Development and Environmental Services Division 2800 North Horseshoe Drive Naples, FL 34104 Phone (941) 403-2330 ~ Fax (941) 403-2331 www.co.collier.fl.us/hui Collier County and City of Naples, FL LOCAL HOUSING ASSISTANCE PLAN State Fiscal Years 2002, 2003, and 2004 PROGRAM DESCRIPTION A. Names of the participating local governments: Collier County Government and the City of Naples, FL. Summary of the proposed program: Collier County and the City of Naples have adopted an Interlocal Agreement to administer housing programs in Collier County. Collier County Government is designated as the administrative agency for the program. SHIP funds along with CDBG and private funds will be available to develop and improve affordable housing opportunities in the City of Naples and the unincorporated areas of Collier County. Funds will be used to assist in the pumhase of and development of single family owner occupied housing, rehabilitate existing housing, provide housing for persons with special needs, and assist in the development of affordable rental housing. Fiscal years covered by this plan: This local housing assistance plan allocates SHIP Funds for State Fiscal Years 2002, 2003, and 2004. Public input in developing this plan: Public input was received through the Collier County/ City of Naples Affordable Housing Commission. This nine-member commission meets monthly to discuss and explore 'affordable housing issues facing the County. Meeting notices are sent out and all meetings are open to the public. E. Available Support Services: · Collier County Banking Partnership · Salvation Army Transitional Living Center · Collier County University of Florida Extension Service · Habitat for Humanity of Collier County II. III. The Saint Mathews House Transitional Living Center · Collier County Housing Authority · The Red Cross of Collier County · Catholic Charities of Collier County · Community Housing Partnership of Collier County · Collier County Loan Consortium INTERLOCAL AGREEMENT See attachment 1 "lnterlocal Agreement". LOCAL HOUSING PARTNERSHIPS The Collier County Housing and Urban Improvement Department has always maintained local housing partnerships with interested groups throughout the area whose input has been sought on affordable housing issues and in the preparation of the SHIP Program strategies. Representatives from these groups are routinely invited to attend public meetings regarding the development of housing related issues such as the Housing Assistance Plan. Their input is continuously sought on the implementation and administration of the Housing Assistance Plan. Another local partnership exists between the Collier County Housing and Urban Improvement Department and local area mortgage lenders, realtors, developers, and closing agents. Representatives from each of these groups work together on a daily basis to ensure that SHIP Programs function smoothly. To date over 1,500 loans have been closed through Collier County SHIP programs. IV. Strategies A. Housing Assistance Strategies 16, 1 Down Payment / Closing Cost Assistance with Emergency Repair Program The Down Payment / Closing Cost Assistar~ce Program assists first-time homebuyers by paying a portion of their down payment and closing costs. Buyers of existing units are also eligible for additional rehabilitation or emergency repair to the unit purchased. The program provides second mortgages to eligible applicants to assist in the purchase (and repair if applicable) of new or existing single-family homes, duplexes, condominiums, townhouses, or DCA approved manufactured homes. This strategy will be funded during State Fiscal Years 2002, 2003, and 2004. Down payment / closing cost assistance will be available only to Iow and very-low income applicants. Applications will be taken on a first-come / first-served basis from all applicants meeting the selection criteria. The selection criteria will include the following: · The applicant must be a first-time homebuyer. A first- time homebuyer is defined as not having ownership interest in a home during the past tree years, a single parent with children under the age of 18 who has recently been divorced and displaced, a displaced victim of domestic violence, or a person displaced as the result of some governmental action. · The home to be purchased must be located within the boundaries of Collier County, FL. · The applicant must be pre-approved by the lender providing the first mortgage for the purchase. · The purchase price of the home may not exceed the maximum sales price allowed in Collier County by the SHIP Program. All down payment / closing cost and emergency repair loans will be secured by second mortgages. The interest rate on the loans will be 0%. No payment will be required until the 16Al property is sold, transferred, refinanced, or is no longer the primary residence of the homebuyer. At that time the balance of the loan will be recaptured. fo The down payment / closing cost and emergency repair program will partner the use of SHIP funds with private sector first mortgages to provide homeownership opportunities to Iow and very-low income first-time homebuyers in Collier County. 16Al 2. Impact Fee Relief The Impact Fee Relief program provides waivers and/or deferrals of Board of County Commissioner imposed impact fees on single family units for Iow and very-low income first- time homebuyers in Collier County. This strategy will be funded during State Fiscal Years 2002, 2003, and 2004. Impact fee waivers and/or deferrals will be available only to Iow and very-low income applicants. Applications will be taken on a first-come / first-served basis from all applicants meeting the selection criteria. The selection criteria will include the following: · The applicant must be a first-time homebuyer. A first- time homebuyer is defined as not having ownership interest in a home during the past tree years, a single parent with children under the age of 18 who has recently been divomed and displaced, a displaced victim of domestic violence, or a person displaced as the result of some governmental action. · The home to be purchased must be located within the boundaries of Collier County, FL. · The applicant must be pre-approved by the lender providing the first mortgage for the purchase. · The purchase price of the home may not exceed the maximum sales price allowed in Collier County by the SHIP Program. -e. · Impact fee-relief assistance comes in the form of both a waiver and/or deferral. Fees deferred are recaptured when the property is sold, transferred, refinanced, or is no longer the primary residence of the applicant.' No recapture is required on fees waived unless the property is sold, transferred, or is no longer the primary residence of the applicant prior to fifteen years from the date of purchase, in 16/ 1 which case the waived fees are immediately due and recaptured. The impact fee relief program will partner the use of SHIP funds with private sector first mortgages' to provide homeownership opportunities to Iow and very-low income first-time homebuyers in Collier County. Persons participating in the Impact Fee Relief program are also eligible to leverage the purchase of their home with SHIP Down Payment / Closing Cost Assistance loan funds. Housing Rehabilitation- Owner Occupied The housing rehabilitation- owner occupied program assists very-low income homeowners by providing loans to pay for necessary repairs. All identified repair work must include the correction of housing code violations and/ or deferred maintenance. This strategy will be funded during state fiscal years 2002, 2003, and 2004. This program will assist only very-low income homeowners. Applications will be taken on a first-come/first served basis. Loans will be given to only very-low income homeowners. The appraised value of the home must not exceed the maximum sales price allowed in Collier County by the SHIP Program. All loans will be secured by a second mortgage payable to the County. The interest rate on the loans will be 0%. No payment will be required until the property is sold, transferred, or is no longer the primary residence of the homebuyer. At that time the balance of the loan will be recaptured. In cases where the cost of repair exceeds the maximum award available to the borrower SHIP funds will be leveraged by the homeowner's own funds, CDBG funds, or other alternative sources. 16/%1 Housing Rehabilitation- Rental The housing rehabilitation- rental program assists non-profit housing providers by providing loans to pay for necessary repairs. All identified repair work will include the correction of housing code violations and/or deferred maintenance. This strategy will be funded during state fiscal years 2002, 2003, and 2004. This program will assist only non-profit housing providers who provide housing to Iow and/or very-low income tenants. A non-profit housing provider wishing to receive rehabilitation- rental funds will be evaluated competitively on the following criteria: · Financial strength of the agency · The ability of the developer to complete the development with the establish timelines · The capacity of the developer · The affordability of the product produced · Neighborhood compatibility of the development · Number of units produced per SHIP dollar spent · Leveraging of SHIP funds with other sources eo All loans will be secured by a second mortgage payable to the County. Loans will be given for a maximum term of 20 years. Yearly payments will be required until the property is sold, transferred, or is no longer used to provide housing for Iow and/or very-low income individuals. At that time the balance of the loan will be recaptured. -f. SHIP funds will be leveraged by the non-profit housing provider receiving the loan at a 1 to 2 ratio. For every $1 of SHIP funds-used the non-profit housing provider must contribute $2. 16/ll Land Acquisition / Transfer With New Construction The land acquisition / transfer with new construction program is designed to facilitate the acquisition of vacant land which will be developed for affordable housing opportunities by offering loans to non-profit housing providers to acquire such land. The Collier County Housing and Urban Improvement Department may also use this program to purchase land to be used for affordable housing. This strategy will be funded in State Fiscal Years 2002, 2003, and 2004. The eventual beneficiary must be Iow or very-low income. A non-profit housing provider wishing to receive land acquisition transfer with new construction funds will be evaluated competitively on the following criteria: · Financial strength of the agency · The ability of the developer to complete the development with the establish timelines · The capacity of the developer · The affordability of the product produced · Neighborhood compatibility of the development · Number of units produced per SHIP dollar spent · Leveraging of SHIP funds with other sources Land acquisition / transfer program funds will be made available by loans secured by a second mortgage placed on the property acquired. Loans will be given for a maximum term of 20 years with an interest rate of 0%. Yearly payments will be required until the property is sold, transferred, or is no longer used to provide housing for Iow and/or very-low income individuals. At that time the balance of the loan will be recaptured. The SHIP funds used in the land acquisition / transfer program will be leveraged by several public and private sources. The non-profit agencies receiving these loans will be constructing housing units on the lands with funding secured elsewhere in the public and private sector. 10 16Al ' Demolition With New Construction Through the demolition with new construction program Iow and very-low income homeowners of substandard housing may receive a deferred payment loan to pay for the demolition of substandard housing units found not to be cost effective or possible to rehabilitate. bo This strategy will be funded during State Fiscal Years 2002, 2003, and 2004. Co Participants in this program must be Iow or very-low income. do Applications will be taken on a first-come/first served basis. Loans will be given to only Iow and very-low income homeowners. The appraised value of the home must not exceed the maximum sales price allowed in Collier County by the SHIP Program. All loans will be secured by a second mortgage payable to the County. The interest rate on the loans will be 0%. No payment will be required until the property is sold, transferred, or is no longer the primary residence of the homebuyer. At that time the balance of the loan will be recaptured. fo In cases where the cost of demolition exceeds the maximum award available to the borrower SHIP funds used in the strategy will be leveraged by the homeowner's own funds. SHIP funds will also be leveraged by the homeowner's new first mortgage when the new home is built. Recipients of loans from this strategy may also qualify for SHIP down payment/closing cost assistance and SHIP impact fee relief. 11 16/ 1 m Special Needs Housing fo Through the special needs housing strategy down payment, land acquisition, or development assistance Idans may be awarded to non-profit organizations serving special needs clients for the purchase or development of homes, apartments, or land. This strategy will be funded during State Fiscal Years 2002, 2003, and 2004. The eventual beneficiary must be Iow or very-low income. A non-profit housing provider wishing to receive special needs housing funds will be evaluated competitively on the following criteria: · Financial strength of the agency · The ability of the developer to complete the development with the establish timelines · The capacity of the developer · The affordability of the product produced · Neighborhood compatibility of the development · Number of units produced per SHIP dollar spent · Leveraging of SHIP funds with other sources Special needs housing funds will be made available by loans secured by a second mortgage placed on the property acquired. Loans will be given for a maximum term of 20 years. Yearly payments will be required until the property is sold, transferred, or is no longer used to provide housing for Iow and/or very-low income individuals. At that time the balance of the loan will be recaptured. The SHIP funds used in the special needs housing program will be leveraged by several public and private sources. The non-profit agencies receiving these loans will be constructing housing units on the lands with funding secured elsewhere in the public and private sector. 12 16 1 ' Emergency Home Repair The emergency home repair program offers loans to Iow and very-low income homeowners whose homes need repair to correct life threatening, health and safety defbcts, and/ or energy efficiency issues. Corrections will also be made in order to alleviate exposure to natural environmental elements. This strategy will be funded for State Fiscal Years 2002, 2003, and 2004. All recipients in this program must be Iow or very-low income. Applications will be taken on a first-come/first served basis. Loans will be given to only Iow and very-low income homeowners. The appraised value of the home must not exceed the maximum sales price allowed in Collier County by the SHIP Program. All units assisted must have life threatening, health and safety defects, and/ or energy efficiency issues. Corrections will also be made in order to alleviate exposure to natural environmental elements. All loans will be secured by a second mortgage payable to the County. The interest rate on the loans will be 0%. No payment will be required until the property is sold, transferred, refinanced, or is no longer the primary residence of the homebuyer. At that time the balance of the loan will be recaptured. In cases where the cost of repair exceeds the maximum award available to the borrower SHIP funds will be leveraged by the homeowner's own funds. Repair may also be leveraged by homeowner's insurance, the homeowners first mortgage, and any equity amassed in the home. 13 = Urban do 16Al Infill- New Construction The Urban Infill- New Construction program will provide loans to very-low income home buyers to build new homes in targeted areas of the county. Loans may be bsed for land acquisition, construction, clearing title, demolition, and debris removal. This strategy will be funded in State Fiscal Years 2002, 2003, and 2004. This program will be available to only very-low income homebuyers. Applications will be taken on a first-come/first-served basis from all applicants meeting the selection criteria. The selection criteria will include the following: · The home to be purchased must be located within a target urban infill area of Collier County, FL. · The purchase price of the home may not exceed the maximum sales price allowed in Collier County by the SHIP Program. · The applicant must be very-low income. · The applicant must be able to obtain clear title to the property, maintain homeowner's insurance, and pay property taxes on the new home. · A maximum of 10 loans per fiscal year may be made through this program. All urban infill new construction loans will be secured by first mortgages placed on the property. No payment will be required until the property is sold, transferred, refinanced, or is no longer the primary residence of the homebuyer. At that time the balance of the loan will be recaptured. SHIP funds used in the urban infill- new construction program may be leveraged by several other SHIP strategies including impact fee relief and demolition with new construction. State and federal grants may also be used as leverage to acquire lots. 14 10. Urban Infill- Neighborhood Blight 16/ 1 The Urban Infill- Neighborhood Blight program provides loans to non-profit housing providers to acquire land or existing housing units in targeted blighted a:reas of the County. The non-profit housing provider may then rehabilitate the units and offer them for sale or rent to Iow or very-low income persons. This program will be funded during State Fiscal Years 2002, 2003, and 2004. The eventual beneficiary of must be Iow or very-low income. A non-profit housing provider wishing to receive Urban Infill- Neighborhood Blight funds will be evaluated competitively on the following criteria: · Financial strength of the agency · The ability of the developer to complete the development with the establish timelines · The capacity of the developer · The affordability of the product produced · Neighborhood compatibility of the development · Number of units produced per SHIP dollar spent · Leveraging of SHIP funds with other sources · A maximum of 10 loans per fiscal year may be made through this program. Urban Infill- Neighborhood Blight funds will be made available by loans secured by a first mortgage placed on the property acquired. Loans will be given for a maximum term of 20 years. Yearly payments will be required until the property is sold, transferred, or is no longer used to provide housing for Iow and/or very-low income individuals. At that time the balance of the loan will be recaptured. SHIP funds used in the urban infill neighborhood- blight program may be leveraged by several other SHIP strategies including Impact fee relief and demolition with new construction. State and federal grants may also be used as leverage to acquire properties. VI. 16Al B. Housing Incentive Strategies 1. Expedited Processing of Permits for Affordable Housing Projects. Collier County Ordinance No. 89-39 adopted Jbly 18, 1989 speeds the rezone, approval, and permitting of developments for affordable housing. 2. Process of Ongoing Review The executive summary system used by the Collier County Board of County Commissioners serves as a process for on going review of items seeking Board action that may affect affordable housing. Every County Ordinance, Resolution, Contract, Bid, Award, Agreement, and Policy must have an executive summary attached which may be reviewed as to its effect on affordable housing. TIMELINES A. See attachment 2, "Timetables 2002, 2003, & 2004". B. See attachment 3, "Housing Delivery Goals Chart 2002, 2003, 2004". AFFORDABILITY A. Homeownership Income limits are provided by HUD, distributed by the Florida Housing Finance Corporation, and will be adjusted annually without further approval by the City, County, or State required. Very-low income is defined as total household income that does not exceed 50% of area median income, Iow income is defined as total household income above 50% of median not to exceed 80% of median, and moderate income is defined as total household income above 80% but not to exceeding 120% of median income. ,. Monthly housing debt, including taxes and insurance, should not exceed 30% of total monthly household income, unless the institutional first mortgage lender approves a higher monthly debt it monthly income ratio. For acquisition activities the purchase price of a newly constructed home may not exceed $106,365, and existing homes may not exceed $118,264. 16 VII. VIII. 16/ 1 B. Rental 1. Rental rates may not exceed those published and updated annually by the Florida Housing Finance Corporation. ADVERTISING AND OUTREACH Ao At least 30 days prior to availability of funds Collier County will advertise availability of SHIP Funds in The Naples Daily News, the newspaper of greatest circulation in Collier County. The Collier County Housing and Urban Improvement Department may also, depending upon the program, use additional outreach efforts, including brochures, additional advertising, or direct mail. ADMINISTRATIVE EXPENSES The responsible entity for administration of this program is the Collier County Housing and Urban Improvement Department. The HUI Director shall have the authority to fully administer the SHIP program within the constraints of this plan. B. The Collier County Housing and Urban Improvement Department will use 10% of the SHIP funds for the administration of the program. C. Breakdown of the administrative budget for the Collier County SHIP program State Fiscal Years 2002- 2004, FY2002 FY2003 FY2004 Salaries & Benefits $118,500 $118,500 $118,500 Supplies $ 5,000 $ 5,000 $ 5,000 Training $ 2,500 $ 2,500 $ 2,500 Legal Services $ 4,000 $ 4,000 $ 4,000 Advertising $ 500 $ 500 $ 500 Professional Services$ 35,690 $ 35,690 $ 35,690 Other Equipment $ 3,000 $ 3,000 $ 3,000 Office Rent/Utilities'$ 20,000 $ 20,000 $ 20,000 TOTAL $189,190 $189,191 $189,190 D. Consultants will not be used for the administration of the SHIP Program. 17 IX. CERTIFICATION PAGE A. See attachment 4, "Original Certification Page". SIGNED RESOLUTION A. See attachment 5, "Collier County Resolution No. 2001- 18 Attachment 1 Collier County Local Housing Assistance Plan FY 2002, 2003, and 2003 INTERLOCAL AGREEMENT THIS INTERLOCAL AGREEMENT made and entered into this.~.~ day of April, 2001 by and between Collier County, a political subdivision of the State of Florida, acting by and through its Board of County Commissioners (the "County") and the City of Naples, a municipal corporation created and existing under the laws of the State of Florida, acting by and through its City Council ("City"): WITNESSETH: WHEREAS, Section 420.9072 (4), Florida Statutes, (the "State Housing Initiatives Partnership Act .... SHIP"), authorizes monies in the Local Government Housing Trust Fund (the "Fund") to be distributed to the County and eligible municipalities within the County pursuant to an interlocal agreement; and WHEREAS, Collier County is an approved County and the City of Naples is an eligible municipality within the County; and WHEREAS, the County and City desire to distribute SHIP allocations pursuant to this Interlocal Agreement; and '- WHEREAS, the County and the City have determined the SHIP funds can be more effectively and efficiently utilized and managed when the County and City work cooperatively to address the community's affordable housing needs. NOW, THEREFORE, FOR AND IN CONSIDERATION of the mutual covenants and agreements hereinafter set forth, the parties hereto agree as follows: 1. The City and the County do hereby agree that the monies in the Fund which are to be distributed to the County as provided in 420.9073, Florida Statutes, shall be allocated between the County and City as follows: City 9.28% County 90.72% For Fiscal Year, 2002-03 the State allocated 9.28% of the SHIP funds to the City and 90.72% to the County. Therefore, no less than 9.28% of the total allocation will be earmarked for the City of Naples in any given fiscal year. These percentages are based upon the March 2001 SHIP program allocation distribution schedule. The City of Naples may distribute a portion of its allocation to housing activities within the Urban Housing Assistance Area as defined in the July 1994 Interlocal Agreement adopted by Collier County and the City of Naples. 2. ' Unless earlier terminated pursuant to other provisions of this Interlocal Agreement, the term of this Agreement shall run concurrent with the distribution of monies in the Fund which are to be allocated between the County and the City. This Interlocal Agreement entered into this~~ay of April, 2001 shall expire on the 30th 16Al day of June, 2004, unless at such time the City and the County mutually agree to extend this Agreement or terminate said Agreement under the provisions of Section 8. 3. The City and the County direct the Florida Housing Finance Corporation (the "Corporation") to distribute and allocate the monies in the Fund in accordance with this Interlocal Agreement and authorize the Corporation to rely on their stated intent and their authority to execute this Interlocal Agreement. 4. The monies distributed will be deposited in the below listed Depository Account or Accounts: First National Bank of Naples, Account Number 113-8577 Separate line items will be maintained for the County's SHIP allocations and the City's SHIP allocations. The Corporation will be notified of any change. The parties agree to have such Account and Accounts audited annually as required by statute and Corporation Rule. If one account in maintained for the parties hereto they agree to pay their pro-rata share of the cost of an audit based on the same percentage as the SHIP program allocation distribution schedule. Provided this Interlocal Agreement remain effective between the City and the County, both parties agree that they will not do anything to jeopardize the other party's right to receive its allocation from the Fund. 16/11 6. The parties to this Agreement understand that the statute requires an incentive plan for providing affordable housing and they agree to cooperate in ensuring that the requirements and spirit of the statute are satisfied. 7. The parties to this Agreement recognize the contributions of the joint City/ County Affordable Housing Commission (AHC) and agree to appoint AHC members to the Affordable Housing Advisory Committee. The County's Housing and Urban Improvement office will be responsible for the overall administration of the programs assisted with SHIP funds and shall receive administration monies from the SHIP allocation. Said administration allocation shall not exceed 10% of the total SHIP allocation in accordance with 420.9075 (6) and County Resolution 2001-//~i- t~ The County will establish, administer, and audit a Local Housing Assistance Trust Fund in accordance with Ordinance No. 93-19, as amended and SHIP requirements. In addition, the County will submit the required annual report on behalf of the interlocal entities. 8. If at any time during the term of this Interlocal Agreement, the City or the County which are parties to this Interlocal Agreement believe that the intent of the parties as set forth herein is not being accomplished, or that the terms of the Interlocal Agreement are not fair, such entity-may, upon the giving of ninety days written notice, renegotiate the terms and provisions of this Interlocal Agreement to be effective on the first day of the next fiscal year. If the parties are unable to so renegotiate the terms and provisions of this Interlocal Agreement prior to the commencement of the next fiscal 4 year, the noticing party shall cease to be party to this Interlocal Agree~nent and this Interlocal Agreement shall terminate and be of no further force or effect as to such party and the funds shall be allocated according to population pursuant to Section 420.9072 (9) and Section 420.9073, Florida Statues. 9. If either party shall cease to be eligible for allocation and distribution, such party's allocation of the funds shall remain in the Fund to be used by the Corporation. 10. For all purposes of this Interlocal Agreement, the term "lnterlocal Agreement" shall mean this Interlocal Agreement. 11. Both parties acknowledge the SHIP enabling legislation, the rules promulgated to implement same, and that the Statute and the rules are incorporated herein as if they were reprinted. 12. Attached to this Interlocal Agreement are copies of the Ordinance No. 93- 19, as amended, which creates the Collier County Housing Assistance Program, establishes the Housing Trust Fund, and creates the Affordable Housing Advisory Committee in accordance with Florida Statutes and Florida Administrative Code. IN WITNESS THEREOF, the parties hereto have caused this Agreement to be executed bY their duly authorized officials. · ": - ATTEST: rB,vIfI-iT E. BROCK, CLERK Attest N to APPROVED AS TO FO~ AND LEGAL ASSIST~T COUNTY A~O~EY BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY FLORIDA JAMES D~RTER,- P-~.D],'C~AIRMAN DATED: /n/ - 1 ~' - O I ATTEST: TARA A. NORMAN, CITY CLERK CITY OF NAPLES, a municipal corporation BONNIE R. MACKENZIe, lV~R BEVERLY GRAI~, CITY(.~oRNEy 16/11 ~O~ ~ ~ P~PO8~/ P~O~DZNG ~OX TZ~ ~XTXTXON/ PR~DZN~ FOR DE~ZONB/ P~OVIDXN~ ~R . ABBZBT~CB PROG~I PROVXDZNQ POZ ~3 DEB1 OF ~BPONBXBX~X~ FO~ Z~L~E~XTZON OY ~O~TZON; P~OVZDZN~ FOR CO~ZCT ~ 8~XLX~ ~ PROFXDZN~ FOR ~ EFFE~XVE DATE. WHEREAS, CoXller County adopted ~he CoXller County Growth Management Plan as its Comprehensive Plan on January 10, 1989 pursuant to the requirements of Section 163.3161 e~se~., Florid& Statutes, and Rule 9J-5, Florida Administrative Code; and WHEI~EAS, Collier County has attempted to address the problem of lack of adequate and affordable housing for vary low, low and moderats-~ncome households In the County and ~he need for ~nnovative programs to assist in the provision of such ef£ordable housing by including provis~ons In the Growth Management Plan includin~ ob~ectlYe 1.4, policy 1.4.1, objective 1.5, policy 1.~.3, policy 1.5.4, objective 1.8, policy L.8.3, object,va. 2.1, policy 2.1.2, policy 2.1.S and policy 2.1.8 of the H0us~ng Element~ and WHERF2%S, the F~orida State Legislature enacted ~he W~ll~am E. Sadowski Affordable Housing Act, outlined ~n Section 420.907 et. se=.~ Florida Statutes, and Chapter 91-37, Florida Administrative COde, as a comprehensive funding package for Stats and local housing programs to better enable local governments to meet their responeib~l~ties for affordable housin~ in accordance w~th their comprehensive plans. WHEREAS, Co11~er County has prepared a Housing Assistance Plan which ~s consistent w~th Section 420.907 et. sea,, Florida Statutes, Chapter 9~-37, Flo=ida Admin£strat~ve Code and the Houein9 Element of the Growth Management Plan o£ Collier County. NOW, THEREFORE, BE IT ORDAINE~ BY THE BOARD OF COUNTY COHHISSIONERS OF COLLIER COUNTY~ FLORIDA THAT: 80 :i 1L ii 0 STATE OF ~B~OHBXB~XTY FO~ ~L~TXQM O~ ~l ~ KO0~ ~8XBT~R ~RO~; ~QVXDXN~ rO~ ~T~OH OF TKR L~ KOUB~ ~8OtY CO~X~RB; ~ ~ZDXMG FO~ ~ ~FZ~X~ ~S, CollXer County adopted ~e CollLer Coun~ Gr~ Xanaqemen~ Plan as X~s ComprehenstYm Plan on ~anua~ 10, 1989 p~suan~ :0 ~ho re~r~en~s of Seo~Xon X63.316X e2 se~., F~oFXda s~a~u~es, and Rule O~-S, FloFXda A~stra~Xvo Code; and ~s, Collier c~n~y has a~t~p~ed ~o address ~o problem of lac~ o~ ads.aCe and affordable housing for vo~ l~, l~ moderatioXnc~o households Xn ~o Co~t~ and ~e nord for Xnnova~ve pr~ans to assis~ Xn ~m prov~sXon of su~ a~ordablm hous/ng by LncludXng pr~XsXons ~ ~e GF~ ~nagemen~ ELenen2; and Sadovsk~ ~foFdable Housing Ac2~ outlined ~n Sec2~on 420,907 et. se~., Florida s~a~u~es, and ~apter 9~-37, Florida Code, as a c~prehens~ve funding packaqe for State and local housing pro~ans 2o ~t2~ enable local qover~en~s to nee2 responsibilities flor aEfordable hous~q In accordanco v~th c~pr8hens~ve plans. ~s~ Collier County has. propared a Housing Plan vh~ch ~s cons~sten~ v~ Section 420.907 ~~ Statu2es, ~ap~ar 9~-37~ FLorida A~n~stra2~v8 Code and Hous~nq Elenen2 o~ 2ho Gro~ Hanagemen~ Plan oE Collier County, ~O~, ~FORE, BE ZT ORDAZNED BY ~E BO~D OF CO~SS~ON~S 0F COLL~ CO~, ~R~DA THAT~ -I- SECTION Z. &. The intent of this ordinance 1. To make affordable residential housing available for Low-income Persone~ Lev-income Persons or Moderate-income Persons end,hoBo Pereone~ho Have Special Housing Needs. 2. ~o combine local resources and cost saving measures into a partnership by using private an~public funds in order to reduce the cost of housing. 3. ~o assist in building the organisation and technical capacity of Co~nunity-based Organizations to optimize the role of Community-based Organizations in the production o£ affordable housing. 4. To promote innovative financing techniques designed to encourage developers to construct lo,-cost housing; and encourage innovative design of Eligible Housing that provides cost savings. B. The purpose of the Ordinance is to accomplish the stated intent by implenenting an affordable housing pro~an vhichwlll bo monitored by the Collier County A~£ordable Housing Director and the Local Housing Advisory Conittee. The purpose of the Local Housing Assintance'Proqran is to better meek the ob~e~cives and' policies of the Housing Elenen~ of the Collie~ county Grcb~:h ~anagenent Plan by increasing housing opportunities for Persons l~ho Have Special Nsede and for Ve~ Low-income Persons, M-income Persons and Hoderate-tncome Persons while providing for the protection of natural resources, and planning for community development and This O~dinance shall be known and cited aa the UCollier County Housing Initiatives Partnership (SHIP) Progwam~. - SE~XOH XXX. As used in this ordinance, the terms= A. Adtusted For Family Size - means adjusted in a manner which results in an income eligibility level that is lover for households having fewer than four people, or higher for households havin~ more than four people, than the base income eligibility 16/11 Subsection (Q) below, based upon a formula established b~, the United Statem Department of Housing and Urban Development. B. Ad4usted Gross Tacoma - means wages, ~ncome from assets, regular cash or non-cash contributions, and any other resources and benefits datarnined to be ~ncone by ~t Uni~d States Dopa~nent of Housing and ~ban Development, Ad~usted FoP SLzo, minus ~e deductions ~dar Section 6~ of tho Revenue Code or L986~ ns amended. C. ~ - moans ~at ~n~l~ rents or no.gage pa~enta includ~g ~axos and ~ns~ance do no~ exceed ~y (30t) porcen~ of ~at an~n~ ~h~ represents p~cen~a~e o~ ~t median adjusted ~oss a~ual lnc~o for ~o households ~alif~ing under ~e def~nit~ons o~ Vo~ PeFsons~ ~v-~nc~e Persons o~ Hod~a~a-~ncoue P~sons. D. ~ - moans a lo~, ~ant or s~s~dy ~unded vholly or pa~allF by ~e ~al ~ouslng organiza~on ~a~ has among ~tl pu~osef ~ho provision a~fordable housing to Persons ~o Have Sptcinl Heeds or ~v-~nc~e Persons, ~v-~nc~o ~ermon., oF Modera~e-&ncome v~in a desolated area, vhl~ na~ ~clude a m~cipalSty, a co~, or nors ~an one ~unic~pal~ty or county, and ~ntains, ~ough a n~n~n~ o~ one-~d representa~ion on organization's gov~ing board and o~e~lie, accountabil~k~ to housing pr~ran beneficiaries an~ residon~s of ~e desi~a~ed area. A co~uni~ housing develop~fl~ owaniza~on established ~rsunnt to 24 C~, Pa~ 92.2 ~d a co~un~F development co.oration creaked pursuan~ ~o ~ap~er 290~ Florida S~atu~es, are examples of Co~unl~-based Organizations. F. Eligible ~ousin~ - nears an~ real and personal prope~ lo~atad vlthin ~e .Coun~ vh~ch Is desired and intended ~or pr~na~ pu~ose of prov~ding decent, sate and san~a~ residential units ~hat are designed to neu~ ~he standards o~ ~ap~er S53, Florida S~a~u~es, for home ~ership or rea[al ~or · lrsons ~s designa~ed by each county or eligible nun~c~pallty 83' 16/11 partlolpatlng in the Local Housing Assistance Program. O. Zl~oible Persona - Beans Gna or nora natural parsons or £amlly detern~nad by the County to be Persona ~ho Have Special Housing ~ssds. or Ver~ L~V-LnCOBe Persons, Low-Income Persons or Xodarata-lncoua Persons according to the Ad~uatsd Gross Income of the resident aa Adjusted For really Size. H. EliGible soonsor - Beane a person or a private or publAo for-profit or not-for-profit entity that applies for an Avard under tho ~al Housing Assistance Program for ~e pu~ose providing Eligible Housing t~ Eligible Persons. X. ~ -- means a distribution et a ps. ion o~ a ~cal ~ousAnq DAskrAbutAon ~o an Eligible Sponsor or Eligible Person provide assistance under~e ~cal Housin~ Assistance ~. ~oum~n~ AsB~n~a~o Pla~ - Beans a Go~l/ dencrAp~lofl o~ ~e ~cal Housing Assistance Pro.am adopted ~ ~ln Ordinance v~ an e~lana~on et ~e wa~ ~n which ~e Priam meets re~Xrenents o~ ~Aa Ordinance and Sections 420.907 420,9079, Florida Statuhes. X..-.~ . Beane u pledgs o~ ~cul Housing DistrACtion none~s to an Eligible Sponsor or Eligible Pernon to Pa~ally f~nanco ~e ac~m~t~on, eons~ctXon or r~ab~lltatXon taxes collected ~der Chapter 20~, FlorAda S~a~utea, deposited ~n~o ~ local Gove~ent ~st ~nd and d~str~hed to and el~qAble n~cApa~t~ea ParC~c~pah~ng ~n the State ~oua~ng ~n~t~aklves Pa~nermhtp ~ro~a~ Pursuank ~o ~ac~on Florida H. ~-~nc~e Perso~ - means one or ~ore natural parasol or a ~amll~ no2 ~nclud~ng studen2s, the2 has a ~otal annual ad~us2ed ~oss household Income ~at does no~ exceed eigh2~ (80~) percen2 of tho ~ed~an annual Adjusted ~ross Income for households ~n ~e State or 80t of ~e =ed~an Adjusted ~8s Income for households ~2h~n the He2ropo~tan StatAst~ca~ Area ore ~ no2 Vtthln a Nakropol~an S~a2~ot~cal ~ea, v~n the Coun2z; vh~chevor amoun2 ~s greater. ~kh reapec2 to rental un~ts, 16 1 low-Income person's annual income at the tl.e o£ Initial occupancy say not exceed eighty (80~) percent of the State,s median Income Adjusted For Family Size. ~hlle occupying ~he rental unl~, a low income person,s annunl Income may Increase to an amount not to exceed one hundred and forty ~140t) percent o£ eighty (80%) percent of the State,s median income Adjusted For Family U.S. Census, one or more entire counties economically and eoolall~ ~ntegrated that have a large population center which meets the £ollowtnq cr~teria~ (1) one central city W~th SO,O00 inhabitants or morei or (2) a central city with at least 25,000 tnhabitants provtded~ (a) that the city,s population taken together with that o£ conttquoua places totals at least 50,000t Inhabitants and constitutes, got general eoono~lc and eoolal purposes, & single community, and Cb) the county or counties tn which these places are located have at least 75~000 ~nhabitants. persons or a £am~ly, not including Students, that has s total annual adjusted 9~oas household Income that le lees ~han one hundred and twenty (120%) perce~t o£ the median annual Adjusted Gross Znco.e for households Within the State or one hundred and " twenty (120t) l~roent o£ the median annual Adjusted Gross £or households wl~hln the HeC~opolltan Statistical A~ea or, ~£ not within the He~opolltan Statistical A~ea, Within the County. whichever As 9Teeter. With respect to rental units, the moderate-income person,s annual Income at the t~me o£ initial occupancy may not exceed one hundred and twenty (120%~ Percent of occupying the rental unit, a moderate-income Peraon,s annual Adjusted G~oss ~ncome may increase to an amount not ~o exceed one hundred and £orty ~140%) Percent o£ one hundred and twenty percent o~ the State,s median Income Adjusted For Fam~l~ Size. P* Pe~sons ~o ~ave S~ecla3 ~ed~ . means individuals ~ho have Incomes not exceeding those o~ Moderate-income Persona and, because o~ particular social, economic or health-related circumstances, may have greater dlgficult¥ maintaining Affordable housing. example, encountered resistance to their residing in particular connunitles, and may have suffered Increased housing costs resulting from their unique needs and high risk o£ institutionalization. Such persons may Include, but not be limited to, persons with developmental dlsablllttasl persons With mental illnesses or chemical dependency; persons with acquired lnnune deficiency syndrome (AIDS}. and human tnnunodeflolency virus (HZV) disease/ ~uneway or abandoned ¥outhl public assistance reclplentsl migrant and seasonal farmvorkers/ refugees and entrants/ the elderly/ and disabled adults. persons or a ~aally, not Including a~udenCa, ~at has a Co~1 a~ual adjusted ~o.. hous~old lncoae ~at does not exceed (5Or) percen~ o~ ~e ~edlan annual Adjusted Gross ~nc~e households vl~ln Ohs Sta~e or ~lgty (50~) Percent o~ ~e aedlan a~ual Adjusted Gross Zncoae got hous~olds vl~ln ~e~opolltan Stztlatlcal ~ea or, 1[ not vl~ln a Ne~olltan respect ~o rental ~lts, ~e Ve~ ~in~me Person,s a~ual income at ~e time o~ initial oo~panoy~y no~ exceed ~A~ty percent o~ ~e S~ate's ~edlan income Adjusted ~o= ~lly Size.' ~tla oo~pyin~ the rental ~lt, a Vat'w-income Person,s a~ual Income ~ay increase to an a~ount not to exceed one hunted and forty C14o~) percent o~ ~l~ty '(50~1 Peroen~ o~ the Stats,s ~edtan income Adjusted For Family Size. A. ~e ~cal Housing Aasis~ance ~s~ ~nd As hereby created and established. a. All schema received from the State pursuant to ~e State Housing Initiative Partnership lSHXP] Program and any o~er funds received or budgeted to provide funding for the ~caX aousing Assistance Program shall be deposited into the ~cal Housing Assistance ~rua~ ~nd. Administration of the ~cal Sousing Assistance T~sk ~nd shell comply With Rule 9X-37,008; Florida Administrative Code. such persons may have, for -6- C. Expenditures other than £o~ the administration end ImplemenCatAon o£ the Local Housing Assistance Program shall not bo made from the Local HousAng Assistance Trust Fund. O. Amounts on deposit In the Local Housing Assistance ?Fuse FUnd shall be Invested according to Collier County Investment policies and procedures. All Investment earnings shall ba retained In the Local Housing Assistance Trust FUnd and used for tho purposes thereof. E. Until utilized £or the Purposes thereof, moneys In the Local Housing Assistance T~ust Fund shell be held In t~ust by the County solely for usa pursuant to the Local Housing ~sslstance Program. All Local Housing Assistance Program Income, Including Investment earnings, shell be retained In the Local Rousing Assistance Trust Fund and Used £or the purposes thereof. F. the County agrees that the Local Housing Assistance trust FUnd shall be separately stated as a special revenue fUnd In the county audited financial statements. Copies o£ such audited financial statements shall be fo~ardad to tho Florida Housing Finance Agency as soon as such statements ara available. .SECTIOH V. Local ~ousin~ pa~tnershih A. ?he Local Rousing Partnership la hereby created end established. B. Tho Local Housing Partnership shall Include, but Is not limited to, the County, community-based Organizations, £or-pro£1t housing developers, PrOfessional services relating to Affordable housing, and service organizations Working on behalf of Ps=asea ~ho Have Special Needs. ¢o The Local Housing Partnership shall assist In the implementation of the Local Housing Assistance P~ogram tn accordance with this Ordinance, Sections 420.907 through 420.9079~ Florida Statutes; end Chapter 9~-37, Florida Administrative Code. SECT~O~ v~. ~mm~m , A. ~he Local Housing Assistance Program ks hereby created and established. 16Al B. The contents of the Local Housing Assistance Program inolude~ (1) this Ordlnanci entitled "the collier CountH Housing ~nitiatIves Partnership (SHIP) Programs; ¢2) the Housing Assistance Plan; (2) Certifications; and (4) Appendices. ~tems One ~hrough Four of this Subsection B, copies of vhlch ers annexed to this Ordinance, sro adopted by reference and made · part of this Ordinance. c. ~he Local HousLnV Assistance Provran shall use One ~rundred (lO0) percent of the funds held in trust an follows: L. The funds may be used to provide the local matching funds In order to obtain federal housing grants for federal programL 2. The funds may be used to provide for the relieving capacity building strategies for Communit3f.based Organization. e. Operating and administrative exPenses. b. Training £or real estate development. c, Training for construction Pro~ect managements 3. The funds nay be USed to Implement the following locally-designed strategies: ~ Ce) Purchase assistance; ob~ershlp opportunities May be created for Eligible Persons through mortgage reductions, and/or low or no Interest loans for dM PaYments and/or closing costs. (b) Acquisition/rehabilitation; Ver~ Low-income Persons and Low-income Persons may be awarded funds to acquire existing housing units for renovation, (c} impact fee assistance; Eligible Persons nay bm awarded funds for the payment of waivers or deferrals of Impact fees for Eligible Housing for Ve~l~ Low-Income Persons and Low-income Cd) Land Acquisition; the County may through purchase or donation acquire land independent De o£ · epeol£1c Project for the express purpose of Pro'riding Eligible Housing a~ a ~uture (e) C°nstruction/rahab~litationl ¢1) the Count7 may prOVide locally-designed strategies that create or Preserve Aggordablm housing through the constr~otlon or repair o£ homem for Ver~ Lev-income Parsonm and Lev-income Persons. (3) The County =ay seek local develop.ri and contractors and other organlzationm vllllng to construct &££ordable housing which of£er such lncentlvmm mi ~he Count~ adopts in its Local Houling incentives Plan. Theme lncentivem ~ay include, but construction off the tnfras~ructure eligible neighborhoods, impac~ gee cradttl or Pa~mants end/or the of the lend by the County upon construCtion rill occur. (f) The cost of a~hninistering this Local Housing Assistance Program shall not eXCeed rave (St) of the State Housing initiatives Partnership £$HXP] Program fUnding, guaranteed from the Stats of Florida, unless such comte are increased to a naxlmum of ten {10%} by Count~ Resolution Pursuant to SeCtion 420.9075 FlOrida Statutes and any anondnents thereto. The County shall coordinate its efforts vlth Institutions as foiler, t, The County shall York V~th banks and savings institutions to ~eet their obligations under the Conmuntty Reinveet~mnt Act [CRA] to address the credit needs o~ tbs entire co.un,rye Zn meeting their obligation, banks and savings institutions ahelX be encouraged to engage in activities Chat inolude, but not are limited to the £oXlovingt increase eggorts to ~ake loans £cr home mortgages and home improvements in conjunction vith government insured lending prog~aml lUch em FI~ and Vii make loans With high loan to value ratios when there ks Private mortgage inwuranoel prOVide assistance to eX/It/ag or emerging Organizations/ extend linei ct Credit and other ginanoing to Com~unity-balad Organizations; and ~rovlde a seConda~ narket ~or Co~un/ty-baled ~ganizat/on development loans. 2. ~e Count~ shall ,ee~ lending Xna~itutlonl to vA~ Eligible Persons or Eligible Sponsors An providing l~-cosk 3sans, lnkerel~ PoAn~ pro~aua and o~ coat-saving humanisms An o~er to facA1ita~e home o~erohlp got Ve~.~.Ancome Persons aridly-income Persona and Peraonm~o Have Special Housing Heeds. ~e councM shall provide An~en~ives For tho prese~atloa and Pr~uc~Aon o~ AZfordable housing for ElAglbla ~ersons Including, but no~ limited to, the donation land or avalXabAlAtM o~ low-cost land or land-lease a~angenenes, ess/stance An t~e const~ctlom /ngrast~c~e, avaAlabAlltM of Ampac~ gee credits or data.als and/or security deposA~ credAto or Ps.eats. The ~cal Housing Assistance Program shall include other lav~ul .objectives nob previously listed At said objectives have been adop~ed ln~o ~he ~ouslng AssAstance Plan An the manner provlded bM Xn 1mplamentlng A~a Hoes/ag Ass/stnnc. Plan, the CountM A~ lea8~ thi[~M ~20~ days prAor ko the beginning .nM application per/~, advertise the ava12a~lXAtM. o~ ~e ~cal Hoes/ag Assistance ~r~ram "0, 080,,. 90 nevepspsrs sE general o~rculatlon and periodicals serving sthnia and diverse neighborhoods. 2. The County shall, ~n lbs Housing &ssistancs Plan, adopt a maximum Avards schedule or system of that comply vith the £ol2ov~ng (a) At least sixty-five (65%) percent of all'tho £undl made available In the County shall be home o~nsrship £or Sligib~e Persons. (b) At least seventy-five (75%) percent o£ the total £unds shall assist vith conetrucCLon, rehab~litation or emergency repair o£ &£fordable housing. (c) The sales price of ney or existing Bligible Housing shall not exceed ninety (0O%) percent of tho median area purchase price in tho area vhere the Eligible Housing is located as established by the United States Department of ~reasur~ in accordance Section 3(b)2 of the United States Housing Act of 1937. (d) All housing constructed, rehabilitated or othsrvise assisted vita the funds provided from the Housing Assistance Plan must be occupied by Ver~Lov-incomm Persons, Lev-insane Persons and Moderate-income Persons. At least thirty (30%) percent must be occupied by Very Lev-income ~ersons, and at least an additional thirty (30%) percent by Lev-income Perso~8. is) Loans shall be provided for periods not exceeding thirty (30) years, except for deterred pro~ect loans or loans that exceed beyond thirty (30) years vhich continue to serve Eligible Persons. Cf) Eligible rental housing constructed, rehabilitated or o~her~ise assisted from the' Local Housing Assistance Program Is reserved for Eligible Persons for f~fteen elS) years or the tern of assistance, vhichsver is longer. Eligible Sponsors vho offer rental housing for sale before fi£teen (XS)' years from the date of issuance of the certificate of occupancy or that have unsatisfied mortgagee funded under this PrOgram must give a first right of refusal to eligible not-for-profit organizations for purchase at the current market value for continued occupanclfbyaligiblo recipients. (g) Eligible o~ner-oooupiad housing conetrll~ad~ rehabilitated or otherwise assisted from proceeds prOVided from the Local Housing Assistance Program shall be sub, eot to the recapture provision of the m~rtgage revenue ~ond program contained in Section 143(m) of the internal Revenue Code of 1986. (h) The total amount o£ monthly softgage Pa~ente or the amount of monthly rent charged b~ the eligible Sponsor or hie designee must be made Affordable. (i) The cost per unit and the msxinum cost per unit for Eligible Housing b~netAting from AWards made pursuant to thai Local Housing Aeailtanoe Program will be established by County resolution. (J} A qualification system for aPPlications for Awards wall be established through the Housing Assistance Plan. The staff or entity that has administrative authority for this Local Housing Assistance Program shall annually monitor and determine tenant eligibility and the amount of the subsidy pursuant to the provisions of this Ordinance and State and Federal law. The County, the Local Housing Partnership, and all Eligible Sponsors Shall not discriminate on the provision of Affordable housing to Vary Low-income Parsons, Low-income Parsons or Hodarate-Ancome Persons on the basis of race, creed, religion, color, age, sex, marital status, familial status, national origin, or handicap An tho loan application process for Eligible Housing. · he County ahall comply With all rules and regulations of the Florida H~uslng Finance Agency In connection with required reporting og compliance o£ its Housing 4. Prior to receiving an Award, all Eligible Sponsors or Eligible Persons shalZ enter into an agreement with the County, agreeing to comply with the affordable houling criteria provided under sections 420.907 through 420.9079, Florida Statutee~ and this Ordinance. Zn the awash of a transfer of ownership o£ proper~¥ to an Eligible Person or Eligible Sponsor PUrsuant to t~e Housing Assistance Plan, the County shall require a covenant in the deed or mortgage stating the grantee or the ~ortgagor agrees to comply With the tet~se o£ the affordable housing criteria provided under mecl:lonm 420.907 through 420o9079, Florida Statutes, ~ld this Ordinanee, which cov~naflt wiX1 run with the land An the case of a deed. Failure to comply with the covenant In the mortgage shall result in · default of the mortgage with all remedies and rights £or en£orcemsnt o£ the agreement Insuring to the benefit o£ the County. SEC~ZON VZZ. ~,~l~~;;~~~~. . The Affordable Housing Director ts designated am the person responsible for the development and ImPlementation of the Housl"g Assistance Plan. Such parson shall be responsible for coordinating with the Florida Housing Finance Agenc~ and facilitating the funding of the State APartment IncsntLve Loans [SAIL] and setting up advs~issments and Workshops to advise potential home buyers of the existence and terms of the Housing Assistance Plan. Such person will eork with the Local Housing Advlsor~ Conunittea and other Affordable housing groups to monitor the success of the Housing Assistance Plan and PrO'ida advice and augseations aa to methods for improving the selectiveness o£ the Housing Assistance Plan from year to year. The total amount paid for adn~nistrattve expenses in connection With the development and -13- 16/!1 or employee salaries and benefits, shall not exceed five percent or the total SHXp £unding amount In any given year, unless such costs and expenses are increased to a maximum or ten ¢10%) percent by County Resolution pursuant to Section 420.907S Florida Statutes end any amendments thereto. A. ~hers Is hereby created the Local Housing Advisory, ConnXttee (the 'committee.), vhc~e members shall be appointed by resolution of the Board of CountF Co~J~Isslonera vIth roco~endat~ons from ~t ~apleo C~ty ne~er, shall constitute a ~o~. ~e ConAttee nam not fo~al action, un~ea, a ~o~ Aa Present but nam meet to hear presentations Af duly noticed. ~e ConiCtee ahal~ include ~O rollov~ng, One (X) oXtXzen ~o Xi Io~XveX~ I~ag~ Xn ~e reaiden~ial home ~AldAng One iX} oX~izen who As actXveZM .ngag~ An ~e ba~lng or Re,gage ba~ng ~ndus~; 3. one (l) citizen vho 1. · representative ct areas of labor engaged In home building/ 4. One (~) ~t~en who lo designs=ed as an advocate for ~v-~ncone Persons; s. one (~) citizen who ~l a prOVider ct Attordable housing; 6. One (A) citizen who la a real estate Professional. c. He~ers shall serve for ~wo-~ear te~s and may be re-appointed ~or aubse~ent te~s. D. ~ee~Xngs shal~ be held monthly for the tiro~ ~ear of neceasn~ E. The Co~Xttee shall comply V~th the Oovernmen~ ~n the Sunshine ~v, Oho public records lev and the speoAal regarding no~ce of ~cal Housing ~ncen2~ve Plan consAderat~ono found in Section 420.9076, Florida Statutes. Nlnutee of the meeting will be kept by the Collier County Affordable Housing Director end shall be submitted to the Board of County Comaleelonere and'Naples City Council. F. The Committee shall annually elect a Chairman, Vice-Chairman and such other off,cea as tC deems necessary. The Chairman is charged vlth the duty of COnducting the meetings In a manner consistent vtth lev. O. Staff, administrative and £aolllty support for the Committee shall be provided by the Board o£ County Commissioners and City of ~aplae. The Committee shall have the relieving dutlesz procedureat ordinances, lend development regulations end the Housing Blonent aZ ~-ha Grovth. Hanagemant Plan .. of the Board of County Commissioners and Comprehensive Plan of the Clt¥of ~aplae and shall r~conunsnd epaclfio Initiatives to encourage or facilitate Affordable housing vhlle protecting the ability of the prope~y to appreolate In value. The race--sedations may Include the nod~£1cetlon or repeal o£ existing Pollolee, procedures, ordinances, regulations or lend provts~one; the creation of exceptions applicable to Affordable housing; or the adoption of ney pol~ciae, procedures, regulations, ordinances or Plan Provisions. At a mlnlmum, the committee shall make recommendations on affordable housing Incentives A~ the £ollowing &reasz (a) Affordable housing definition An the appointing raeo~ution. Cb) The expedited processing of Permits for a££ordabla housing Projects. ¢c] The mod~ficatlon o~ l~pact fee requirements, Including reduction or waiver of fees and alternative ~ethod8 of fee PaYment. 16 ! (d) 'l'ha allowance of lnoraass8 density levals. (e) ~he rasarva~lon o~ ln£raa~ruo~urs capacity for housing o£ Va=-z Lev-Income Parsons and Lev-income Persons. (f) The transfer of development rights as a financing mechanism for housing of Vary Lev-income Parsons and ~v-~ncome Parsons. (g) ~e reduction o~ parking and metba~ (~) ~e ~ification of s~d~alk and ~e~emen~. ~J) ~e eaCablis~en~ of a process ~ which local gove~en~ considers h~oFe adoption, PolAoAeo, PFOcaduFea~ O~dAnancee~ o~ lan~ pFovAeAons ~a~ Aave a eA~AfAcanC iapao~ on ~e coa~ of housing. 2. WA~An nine (O) no~a ~oa ~he adop~Aon o~ o~aAnance, ~e Co~A~ee shall name reconenda~Aons approved ~ a ~3o~ of A~s ae~e~ a~ a hearing conce~Ang ~e adoption o~ ~e HousAng Xncen~Ave..plan. Notice o~ ~e ~ine~ date and place o~e public hearAn~ o~ ~e c~i~Cee to aaop~ final a~oFdable housing AncanCAve plan Feco~enda~ons shall h advertised An a newspaper o~ VeneraX oiF~la~ion In ~e County be~oFe scheduled hearing. ~e no,Ace o~ ~ha pUblAo maa~ng oust contain a short, concise .u~a~ of the affordable housing Incentive reco~endat~ons be considered bz the Co~l~aa. The not~cl shall also s~a~e ~he public place where a cop~ o~ CocA,tee ~eco~endatAons can bm obtained interested parsons. SE~ION IX. Within nine:7 (90) dams after tho da~o of ~hm FeceAp~ of affordable housing incentive reco~onda~ions from ~hm .I. BOARD OF COUN'I~ COISHZSSZONERS CLERIC COT~Z~R COUNTy, ~R~DA BUR~ ~. SAUND~S, CHAZ~ - 97 -17- PASSED AND DULY ADOI~ED by the Board or'County Commissioners ,of Collier County, Florida thil _ /3 the applicable public hearing, the Board of County Commissioners shall adopt by ordinance, the ~ooal Housing Zncantlv~ Plan. The Plan shall at s minimum consist o£ epecI£1o initiatives to encourage and facl~itate Affordable housing, and a schedule for l~plamantatlon which Includes (1) a schedule for lmpla~entation of expedited per, it processing for Affordable. housing pro, acts and (2) a process for farley'of local policies, ordinances, regulations and planned provisions that signt£1cantly Impact the cost of housing. The Board of County Commissioners shall, upon adoption of the Local ~oualng Incentive Plan, sand a copy of the Plan to the Florida Housing Finance Agency by certified mall. SECTION I. Conflict and Bevsrebilit~L In tho svan~ this Ordinance conflicts wl~.h any other ordinance of Collier County, the more restrictive shall apply. If' any phrase or portion of thli Ordinance, or the Part:lcular application thereof, shall bi held Invalid or unconstitutional by any court, administrative agency.or other body with appropriate Jurisdiction, tbs remaining section, subsection, sentences, clauses, or phrases and their application shall not be affected thereby. This Ordinance shall become effective thirty (30) days after formal adoption. and the applicable public hearing, the BOard o£ County o£.c0111er County, Florida this Commissioners shall adopt by ordinance, the Local Housing Zncantive Plan. The Plan shall at a minimum consist of initiatives to encourage and facilitate Affordable housing, and a schedule for implementation vhlch includes (1) a schedule for implementation of expedited permit processing for A££ordabla housing pro, acts and (2) a process for reviev o~ local policies, ordinances, regulations and planned provisions that impact the coat o£ housing. The Board o£ County shall, 'upon adoption of the Local Housing Incentive Plan, send a copy of the Plan to the Florida Housing Finance Agsnoz certified mall. SECTZO~ X. Conflict and Severabilltv. In the event this Ordinance conflicts with any other ordinance of Collier County, the more ree~rictive shall apply. any phrase or portion of this Ordinance, or the particular application thereof, shall be held Invalid or unconatltu~lona! any court, administrative agency or other body with appropriate ~urtsdlctton, the renainlng section, subsection, sentences, clauses, or phrases and their application shall not be affected This Ordinance shall become ef£ective thirty (30) days after formal adoption. PASSED A~D DULy ADOPTED by the Board of County Commissioners BOARD OF COUNTY [. CL]~X COLLIER CO~y, BY ~~ ~R~ AS TO FO~ ~ LEGAL SUFFZC~E~ ~ Beetler B lnotXoa Ill ltnte.~oeaXng ZnLkLatLvnl Pertneruhlp BoRaXeS AamLatanae'PXan Collier Count7 -1- OeuoraX XnfomtLont ThLe Usu.Lng AeaLntanoe ffZ&n IRa forth tho plane of teAZLe= County to Lnoreaae tho supply oK affordable houeLflg Ln collier County. ThLe PLan moats tho provXeLone of Chapter 91-37 of the rXorXd& AdmLnLRratLva Code, State Housing XnitiRivee Ptrtflorehtp [aRXP! Program. ThLe PLan Lo XXniked to the C£ty of HapLen and CoLLier County. The clay of naples and collier county hive entered Leto om ZntorXooa~ Agreement for tho local admlnLstratlon o~ the SlIXP progrmu. Thin 1992 end efldLng on ~une 30, LagS. ZnpXeneutakLou ThAn p~afl La deeLgflod to Lfl~reeae the aveilabLILty of affordable IA %mpaot Foe Roller - #ome OvnernhLp Xmpact Foe Roller - Rental HouoXnv nA Homeowner RehabiXl~&~Lofl.&nd hergen~y Repel= 3. DOk~ Payment Assistance wtth RehabAXXtRLoa and hergen~y 4. Aea~ek&fl~e to CommunAt~-Baeed OrgaflLzm~lono S. hnd A~JLe/tXon provXsLon of tho Ho=tango R,venue Bond ProgrmueofltaXned Xfl $243fX) of the Internal Revenue Code 1986. Budget baaed on the projected revenue for tho throe yearn. The peroefltagoe refXnat etaff,n recommefldetXone on tho dLwpoeLtLon of fund., whXch Xo An oonforman~e wLth tho =alee govornAng the BHXP Prc~rram. 81900796 $233t0~4 $160;307 I~mff falagLew ~m% ~tn&m~a~Lve ~m~m To~aL ~p ~fldw 70~ ~%c~ got cofle~CtLOn/rohab. ~ 92/03 allooatod for coflwt~c~ Lonlrehab 65~ ~%g~ for H~ ~ g2/93 allo~a~/on ~or H~ ~orwhlp $340,8SS $221, S43 $2S4,300 $ 20,439 {lO&) $129,470 $ SO, SOB 0 $ S,O00 $2S4,3~S 10~439 10,000 25,439 $ 25,430 $190,796 S223,006 -2- $16S,3S? $165,358 16,41 Vor~ Lov-in~me Vo~ Lov-l. neome Low- f. ne~ue X? SO 0 7 0 0 79 #/A -3- 16/11 Totl% IH%P ~ndo i11~d ~o~ /llLl~lnco -4- $3%0,792 $ 31,070 (3Or) 7S,000 25,000 79,7%3 30,000 $ 40,000 $ S~O00 $ S,O00 $310,792 %0,000 $323,094 8269,723 $202,01S 224,733 TOTAL UnLto aebietedl~ 93/94 for Ver~L~-Lneomop. rmono 30% fo~ ~XflM ~=monm 30~ ~Zn~e unL~s assisted ** CUI4ULATx'v~ ,ZOUR~f AR~ ACC~PTABLz ~O M~ET THZeB ,0o, -S- $340f8S6 $ 34,08S (lOt) $ 61,950 $ XO, OOQ $ lO,O00 $~00,000 $ IS,O00 $ 30,000 $340,856 /~Xal A~dXb ~ 10~OOO ~,n~XaX H~ ~er. ~unoeXXng { S,S00 ~er-auLlde= Teehfli~a~ Att/trinse S 2.860 T~BX ~tnXs~ra~tvo ~.ts { 34,08~ ~al IHXP~o ailMd for' oofliC~ctXon/reh~ 6S~ ~igod rog H~e=ahlp 822~,S43 $ 34,08S -6- l) ~entaX VeL~Lo~Lnc~ue ? Lov-~ncome 3 Ymr~fLo~Xnoome I 6 ~nX~m mandRed £or Vet7 Lo*f-income ~ereonm JOt Fr 94/9s vel7 Low-Xneome unite ammXm~ed 68t ~ 94/9S ~xfle~ unite ammXmted Jnt -?. Zmpaat Fee lelAsf · .~'" City L~pact tess for &~£ord&ble he, ting developments vhLch meet the City,s .? Af£ord&bZe H.ousXng Development Standards. or deferrals for ln~e~-~ualL£ytng households or projects. DesarAptAont Zmpaot fee relAef viii be available for Very Low Lcx~olncome ftrst-~lm~ home buyers who ~ the ~altfA~a~Aoflo es~ablLoh~ ~fl ~he CoXXXEF Coufl~y ~pact res ordinances. h~stead.. 1~ g3-g3 $12g,470 1~ 93-g4 $ ?S,O00 !~ g4-gS $ 61,950 FY 93-94 13 S Low-income FY 94-ga ? Very Low-in~cme 3 x.o~- incase S6,000 ~ ~. ~ncome ~roup to bo Aasimtsdt Average Amount of Home Ovnorsli&p , ... ~The Ipec~l£lo muount of impact fees chlrgad $6,500 depefld~ng u~n its location vlthLu the County. S95,400 $55,000 -8- :," ~sor%~%ont %~ fee ~%%0f w%%% ~ 'avmL%mb%e for vo~ ~ mhd '-'" ms~%~shod ~n a%% ~%%%er Co~n~F bpl~ Zee ordinances, %'. '. hn~a% un%~s ns~ rma%n affotdmb%o ~or fLf~mon yoarw r~ tho da~o o~ ';. . ~ 93-94 SIO~O00 ~' . ~ 94-~S :'"" ' ~ 92-93 SO ' ~ 93-g4 8 .~ .,. Fr 92-93 · IP~ 93-94 I~ 9409S SO Vory Low,*Lneomo IVory 0 0 Low-income $S~OOQ -- :I.07 -9- U~Lk8 to bo btAokodt · . , I~ra~ogT ~3 Rehab~3L(~&~Aon and hergonoT Repa~F P~r~ hndo fo~ h~ero wil~ h IvaAl~Xe An'~he fo~ of a SS,000 deforr~ pa~fl~ ~oaa a~ 01 Lnteze.~, wash repa~en~ u~n ga~e of p~F~y or 30 92-93 $3S,888 93-94 7~, 7X3 94-9S 79, 82~ ~-r 94-gs ~6 Is YeL-F 16 VeL~ 0 Low-Ancome $5,000 $?,S00 · ~' gtnf. eg3' I~ Bt 16111 lutaA gehabAlAte~Aon and herlena7 RepeAt .- bmarA~Auo A ronda% roh~tlL~a~&on and d~l~ ~d ~l~flt~ duzAag ~he 1993-94 fLm~a~epaLr ~ear. O~he~ fundAng m~=oem ~h am ~flA~y DeveXo~en~ Biock OFin~l may be mouqh~ ~o · Xo~Xda ~Ax ~unde ~L11 bo avaLXablo to p~y ~orm ~o ~orre~ v/ola~Lona, prey/de hand/tip ~AfLca~/ono afl~ rehabLIL~a~e ~nds vail b avaLl~o La the foe of ~Aa~ Xoane for up to 20 v~h ia IMul~ Ln~ono~ ra~. of (S~). ~r~F ~en wLH be re~Arod ~o o~ IaZP ~lo~m mst rent theLr untto to Ve~ ~ and ~Lno~ ~reon8 fez duratLom of the loan or h subject to repaint a~ necker An~ezoot rites. rr 94-9s Very Lov-Ana~ L~-Anc~ Very Lov-An~ L~Anc~xae Very Lc~-Ln~ue r~w-Ancme 3,300 S,O00 ,= 060. ,109 -%%- mob 16/!1 lop&Ar :',:' '. Itrmkog% I 3J rLrw~-TL~e Howe buyarw Down Pa~0ent AwwLwtance An ~.'~ uith ~h~ilL~a~ion and/or IMrgen~ RepaLre. ~s~tng blltng untO. ~hte I~rl~l~ LI avatlab~e for a~flgle. ~plexeo ~d cond~LnL~ untie. .~.. a ~fer~ ~nt 1o~ of S2,SOO vLth 0~ Lnteree~ wLlL be pr~Ldod for f~e~-~ h~ ~orm for do~ pa~n~ momLm~mncm. %n addL~on, a ~Id ~ fuI~ ~o tho ~fo~d~le Housing T~oC ~nd when ~ho n sold. All rooXptonts ~e~ declare ~he d~llXng unt~ aa tbotw h~ltead. FY 93-94 $60,000 i~ 94-9S 8100,0D0 .;' U~Lto to bo :i. :~ arou~ to bo ? ave~ ~ of ~%p da%lire for ~ bestrew h ~m~ua~u wt~ ~"' Ud b~n~ IoptLrs FY 92-93 0 FY 93-94 12 FY g4-gS 20 FY93-94 0 0 4 Vary 8 S Vary IS Low-%flcc~o 2,500 dmmpw~Knmnt 2,S00 Rmhib./lX S,O00 ~i~...,.q~e mvarmgo pr&wa for ams&mtwdunLtm w&%l ba $83,160 $60,000 .- soo, Oao,, ,:llO DoaarLpt%oat legLnnLng' Ln £Le~a% year %993-94, & ema%l POrtLon of the m~n~&% mhtp a%%o~mt%on vLI1 bo avail/him to 1o~/% ~o.~nunLty-b&m~ o~mn£m&ttonm to awmtn~ non-p~o~%~ ozgmn%m&ttonm %n dmvmlopLng the%~ houaLng Amount of II%P Fr 92-93 $ S~000 I~ 93-94 8 S,0OO /T 94-99 $%S,000 · hmorL~Lon, Hany £edara% and ...... or %n-k~nd aetLo~ance. . ~9 Xn fXecaX yoa~ %993-94~ ~he h~w~ng aeeLe~an~e plan ~LXL Pr~de SS,O00 ~ X~tX M~ch fo~ f~e:aX o~ (~.... ~ 93-~4 I S,000 .. ~ 14-~5 830,000 %noom Grip to bi XlllltHi rr 92-93 0 !~ 93-94 3 8 I,O00 $ 6,000 -%3- tho de~Xo~n~ of affordable houeAng u~t~ts~ ~nL~y OeveXo~n~ B~M Oran~ (~M) funds. JJplment 1%a~d IcqutsttLon program. Tho feLt.AiL £o~us or the program ovnorshtp oppoE'cunLt.Lcs. As the program expands Ln future years, some · ~h].tm ~ be ]Lmm&mt.od, 8 . . %n~Be Stoup ~o be Ami%mt. mdt ,C~, '~'' Avenge amovat of ISllZ? Dollmrm .' Mew/mum ABout of gulp Do%lets ~ 02-93 $0 FY 93-94 SO F~ 94-9S $0 F~ 12-93 0 FY 93-94 0 ~r 94-9S 0 FY 9:2-93 FX 93-94 i-Z 94-9B 0 VoET LaW-rhesus 0 LovetnQoee 0 Very 0 Lev- income 0 Very LcM-Lncoae 0 Lov-Ln~ome $ 4,000 $10,000 -].4- lo. Lam VZ Imc~toK Dlser~uinatioa ii strlotly £orbiddsn on the basis o£ riser eresdf ooZor, age, fix; £amLZLsZ ItRUl~ handicap or nalLonai origin in tho use of IHXP dollars. Housing hrtsurshLp Collier County his always hid · looiZ housing Partnership of AntereRed groups throughout tho County whose inimt has been sought off affordable housing issues and in the preparation of the SHiP Progrm doc%asante. Representatives of these groups have b~sn invited to attend publto meet/figs ooflcerntng tho deveXolment of tho Housing Assistance Plan. Their input will ~nttflun to be sought on tho lzpXmuentatton and mists&safeties of the Housing Assistance Plan. A fey of the existing groups who have been consulted area 1. Affordable Housing ~iasion; Banking Par~nershtp of Collier County; 3. Housing Partnership of Collier COunCil 4. Collier ~ountF Zxtsns/on Sar~tcs of tho University of S. Affordable Housing Task Pores of Chamber of 0. Zmnohaloo Habitat rep 7. S&Lflt Nstthove House; 8. Ail/aero for the Mentally 9, ~ollier. United for XAgh~a and Z~uality/ 10. Affordable Housing of southwest Florida; 11, League of #oemfl Voters! 'and 12. Collier County Houein~ Authority, #any other non-profit organtaatiofle and /edividuaXe involved in affordable housing have provided their advice and suggestions. hblia Znput and OLosuttnRLon or 2nrotl~tlon X£fordablo Hcmmlflg Co~uisui~:-~:'~.~fl' Tan City/County iHXP Pro,ram at their Pebr~arF Zee lggJ meeting. The Board of County Coau&ssiousra and ~apies OLay Council have dis~Jssed tho SHiP Pro~ram during publio nestings in December 1992, Janusr~ 1993 and Hitch, 1993. Upas r~c.ipt of SHIp funds, there w~11 bo · JO-day advertLaemeflt period anfloun~ing £und &vatZabtlit~ and afl application process. -IS- lead, ion leo~ion X! All strategies of the XousAng Assistance Plan are available to theme v/th oPes/al needs, Xt La ant/o/pRod that many Lad/v/duals v/th apes/al hOusLng needs may PattLolpate Ln the rohab/ILtatlofl and emergency repa/r stratagems vhLnh MLXL bare or other naeesoa~ reps/rs or ~hangee. O~her L~LvXduaXo almLl~ed rot those wL~h m~olii h~g/ng fludm. Pal':Lc&pangs in the Loam1 Housing AenLRanoa Progrm may be referred to · range or existing eo.uuntty support eervLooe. These auppor~ se~v/caa ~y. tnoluda he-eerier maintenance, ~ney msnsgmnt aseLRanoe, trans~or~Rton oF 3ob tratn/ng through tho Collier County Cooperative rxtenston #a~tea. A brLm£ 1Let of o~ euppor~ mervLeae ·reliable to IHXP Job Tratning Par~nermhlp Aet; 2. Hello on Wheels; 3. Help on Whmelm~ 4. Community Trans~or~atLon; S. collier coufl~¥ D/v/oXon o~ leo/aX lo. Leas/ i, Bettor LLyLflV for Sma/ore/ ?- CollLmr Coun~yCo~notL off Ag/nv; 8. TFL-Co. Nutritional Program; TrL-Co. Ben/or lerv/canl 31. Senior C~nity Sol'vice bplo~uent Progrm. Out.ach and Selection AppX/oakLone ~o~ 8HXP e~rvteee Mill be re~eLvod on an ongoing basle all wake a~ter a 30-day adver~Le/ng Period and PubX/e ewarenesm empaLgn LflOlud/n9 letters to ecola~ se~Lea aeon=Leu, pubX/o se&v/ce advertiluefltl and £Ztern. announeenwntm, nevspapor ImXectXon vLXX be midi ~ng qualified applicants on · -16- _ld~fftte! to ~r.~ if "Jrolfcltatlan of llntfldltu, i ttf X V I ! I :o0~ ~.: .. · I~,ASO .~,IH ' 30, IS0 33,500 ~,I'~ 31,~ 41,55~ 44,~Sl. ' brim xlll ,Ifferdblllty Level. IIImthly pITI a. Imf lid vtlllty &tlm~nce) h f~lleulr~ cblrl Indl.lll tim IflWdd)lllty tllurel bed m ]O~l ~f Income .' ~ 411 471 :?....: · · · 124 ~d& lOI L~e ~1 ~ I~l 17l ~ ~ ~ ~ I,~ 1,1~ . ~arltmd i,'~4m mtrmC~Lee lo the HoumAng AmmLg~an~e Plan. ~mtn~&om A~nLmt~a~Lon ML~ np~men~ 20~ of the ~o~a~ aZZooa~lon of ~p fundm. funds vtXX be Idve~tuid ~uuint to 2. A mM Ivird ooh~ule ~o ~o~ fu~ dtetrtbu~ton the I~aX Xe~l has been adopted heretn. tnoXud~ herotn. 4. All ISlP funds wall be o~ndod tn a manner whtoh ~re that thorn ~tXX be no dts~hLnatton on the bests of h~dtcap, races cro~, osier, age, sox, fmLltaX statue, or S, ~mtpLen~m of funds wLXX ~ ro~L~ to ~n~ra~uaXly Met to ~rm ~tdeltnea. ~ly Lf ~lltor ~flty vttZ h un.lo to ~ply with tho ~vtetonm of tho ~lin. dtetr~tod funds hove not boon en~rod by tho of sash festal yeas, ex,opt tn Irate ~ 1992-93. 9. ~ho ropreeon~a~tonm ~n~at~ Ln ~hm Plan ire t~o and '( ~ ~:.... . '.C~.tV ' &ttorne~ 16Al m ITl I --i m -Ti r'- o 0 < I-' m o '< -nm O~ Z 16Al CERTIFICATION TO Attachment 4 Collier County Local Housing Assistance Plan FY 2002, 2003, and 2004 FLORIDA HOUSING FINANCE CORPORATION Local Government: Collier County (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) The local government will advertise the availability of SHIP funds pursuant to Florida Statutes. All SHIP funds will be expended in a manner which will insure that there will be no discrimination on the basis of race, creed, religion, color, age, sex, familial or marital status, handicap, or national origin. A process for selection of recipients for funds has been developed. The eligible municipality or county has developed a qualification system for. applications for awards. Recipients of funds will be required to contractually commit to program guidelines. The Florida Housing Finance Corporation will be notified promptly if the local government (or interlocal entity) will be unable to comply with the provisions the plan. The Local Housing Assistance Plan shall provide for the expenditure of SHIP funds within 24 months following the end of the State fiscal year in which they are received. The plan conforms to the Local Government Comprehensive Plan, or that an amendment to the Local Government Comprehensive Plan will be initiated at the next available opportunity to insure conformance with the Local Housing Assistance Plan. Amendments to the approved Local Housing Assistance Plan shall be provided to the Corporation with in 21 days after adoption. The trust fund shall be established with a qualified depository for all SHIP funds as well as moneys generated from activities such as interest earned on loans. Amounts on deposit in the local housing assistance trust fund shall be invested as permitted by law. Page 2 Certification (12) 13) The local housing assistance trust fund shall be separately stated as a special revenue fund in the local governments audited financial statements, copies of the audits will be forwarded to the Corporation as soon as available. An interlocal entity shall have its local housing assistance trust fund separately audited for each state fiscal year, and the audit forwarded to the Corporation as soon as possible. (14) (15) (16) SHIP funds will not be pledged for debt service on bonds or as rent subsidies. Developers receiving assistance from both SHIP and the Low Income Housing Tax Credit (LIHTC) Program shall comply with the income, affordability and other LIHTC requirements, Similarly, any units receiving assistance from other federal programs shall comply with all Federal and SHIP program requirements. Loans shall be provided for periods not exceeding 30 years, except for deferred payment loans or loans that extend beyond 30 years which continue to service eligible persons. .... - ...... (17) Rental Units constructed or rehabilitated with SHIP funds shall be monitored at ...... ::?' least annually for 15 years for compliance with tenant income requirements and affordability requirements. c ,.~ - .~,': .:,~, . , -- Attest: t ~ ~ ~- Board of County Commissioners _ -. - : Collier County, Florida '* ' D~i~H~"E. BROC~,~lerk ' JAME St~ature c~~.oved as to legal form and sufficiency: Patrick G' Wtiite, A~sistant County Attorney RESOLUTION NO. 2001 - 13 0 16/11 RESOLUTION APPROVING THE LOCAL HOUSING ASSISTANCE PLAN FOR FISCAL YEARS 2001-2002, 2002-2003, AND 2003-2004 AS REQUIRED BY THE FLORIDA STATE HOUSING INITIATIVES PARTNERSHIP (SHIP) PROGRAM; APPROVING A MAXIMUM AWARD SCHEDULE; MAINTAINING ADMINISTRATIVE COSTS OF THE LOCAL AFFORDABLE HOUSING ASSISTANCE PLAN AT A MAXIMUM OF TEN PERCENT OF THE TOTAL SHIP ALLOCATION; AUTHORIZING SUBMISSION OF THE LOCAL HOUSING ASSISTANCE PLAN TO THE FLORIDA HOUSING FINANCE CORPORATION FOR REVIEW AND APPROVAL; AUTHORIZING THE NECESSARY CERTIFICATIONS BY THE CHAIRMAN OF THE BOARD OF COUNTY COMMISSIONERS; APPROVING THE INTERLOCAL AGREEMENT BETWEEN COLLIER COUNTY AND THE CITY OF NAPLES; AND APPROVING THE EFFECTIVE DATES. WHEREAS, the Florida State Legislature enacted the William E. Sadowski Affordable Housing Act on July 7, 1992 (the "Act"), Section 420.907, et seq., Florida Statutes, Chapter 91-37, Florida Administrative Code, as a comprehensive funding package for state and local housing programs to better enable local governments to meet their responsibilities for affordable housing in accordance with their comprehensive plans; and WHEREAS, pursuant to the Act, the State will allocate a portion of new and existing documentary stamp taxes on deeds to local governments for development and maintenance of affordable housing; and WHEREAS, the Board of County Commissioners of Collier County Florida enacted Collier County Ordinance No. 93-19 on April 13, 1993 establishing the Collier County Local Housing Assistance Plan; and WHEREAS, through Resolution No. 93-159 the Board of County Commissioners adopted a three year Local Housing Assistance Plan outlining the intended use of SHIP funds for fiscal years 1992-1993, 1993-1994, and 1994-1995; and 16/11 WHEREAS, though Resolution No. 95-284 the Board of County Commissioners adopted a three year Local Housing Assistance Plan outlining the intended use of SHIP funds for fiscal years 1995-1996, 1996-1997, and 1997-1998; and WHEREAS, the Act requires in order to qualify for additional SHIP Funds, local governments must develop a new one to three year Local Housing Assistance Plan outlining the local government's use of SHIP Funds; and WHEREAS, the Act also requires the local government to adopt a maximum award schedule, an average cost per unit, and a maximum cost per unit for eligible housing benefiting from SHIP Awards; and WHEREAS, the Act limits the administrative costs of the Local Housing Assistance Program to five percent (5%) of the total SHIP allocation unless the Board of County Commissioners, by this resolution, increases the percentage to a maximum of ten percent (10%); and WHEREAS, it is in the best interest of Collier County to qualify for the SHIP Funds, and all action taken by the County in furtherance of such qualification is for a valid County purpose. NOW, THEREFORE, be it resolved by the Board of County Commissioners of Collier County, Florida, that: 1. The Board of County Commissioners hereby approves the Three Year Local Housing Assistance Plan for fiscal years 2001-2002, 2002-2003, and 2003-2004. 2. The maximum award schedule for SHIP Funds under the Local Housing Assistance Program shall be $50,000 per eligible unit. 3. The average cost per unit for eligible housing benefiting from SHIP Awards shall be $80,000. 4. The maximum cost per unit for eligible housing benefiting from awards made pursuant to the SHIP program shall not exceed $118,264 for existing units and $106,365 for newly constructed eligible housing units. 16A1 5. The annual administration costs of the Local Housing Assistance Program shall be maintained at ten percent (10%) of the local SHIP allocation. 6. The Chairman of the Board of County Commissioners is authorized to submit the Local Housing Assistance Plane, a copy of which is attached hereto and made part hereof, to the State of Florida Housing Finance Corporation for its review and approval. 7. The Chairman of the Board of County Commissioners is authorized to execute the certifications annexed to the Housing Assistance Plan on behalf of the County. 8. The Chairman of the Board of County Commissioners is hereby authorized to execute the Interlocal Agreement between Collier County and the City of Naples adopting the Parties' implementation of the Local Housing Assistance Plan adopted herein by reference. 9. This Resolution shall take effect immediately upon its adoption. This resolution adopted after motion, second, and majority vote favoring same. Attest sf! ature BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY FLORIDA JAMES D...~jk/RTER, P~.D.,-(SI-I'7(mMAN APPROVED AS TO FORM AND LEGAL PATRICK G. WHITE ASSISTANT COUNTY ATTORNEY