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Agenda 06/24/2008 Item #16C 2 Agenda Item No. 16C2 June 24, 2008 Page 1 of 15 EXECUTIVE SUMMARY Recommendation to adopt a Resolution approving Special Assessment Hardship Deferrals for certain Sewer Special Assessments for the 2008 tax year. OBJECTIVE: That the Board of County Commissioners as the Governing Body of Collier County and as Ex-Officio the Governing Board of Collier County Water-Sewer District adopt a Resolution approving the deferral of sewer assessments pursuant to the hardship program adopted in 1996. CONSIDERATIONS: On August 13, 1996, the Board of County Commissioners adopted Resolution No. 96-358 (aka; Resolution No. CWS-96-9) that established an assessment hardship program to provide annual assistance for property owners living below the poverty level and at risk of losing title to their homes because of each assessment. Section 4 of Resolution No, 96- 358 sets forth the eligibility requirements for deferral. Staff reviewed the deferral applications to determine the portions of the assessment available for deferral. Applicants provided documented proof of income that must fall within the Federal Poverty Guidelines as proyided by the Collier County Housing and Human Service Department (see Exhibit "B"). The deferred amounts will not appear on the 2008 tax bills. Each property owner must renew his/her application on an annual basis. _. The accounts qualified for the deferral under Resolution No. 96-358 are identified as follows; Proiect Account Number Deferred Amount Percent of Deferral 51000 51000 51000 450508 230605 406808 $ 265.15 $ 210.77 $ 250.91 90% 100% 100% Exhibit "A" contains more detailed information about each account. FISCAL IMPACT: The fiscal impact of the proposed deferral for 2008 is $726.83. Sufficient funds are available in the Collier County Water-Sewer District debt service fund to ensure compliance with current debt service requirements. The recording cost of this Resolution in the public records is $18.50, which should be charged to the County Water/Sewer Operating Fund (408). LEGAL CONSIDERATIONS: The County Attorney Office has approved the proposed Resolution for form and legal sutliciency - .TAB. ~. Agenda Item No. 16C2 June 24, 2008 Page 2 of 15 GROWTH MANAGEMENT IMPACT: None. RECOMMENDA nON: That the Board of County Commissioners as the Governing Body of Collier County and as Ex-Officio the Goyerning Board of Collier County Water-Sewer District: I. adopt a resolution approving the 2008 sewer assessment deferrals and authorize staff to make appropriate adjustments to the assessment rolls prior to tax bills being issued; and, 2. record the adopted resolution in the Official Records of Collier County, Florida. PREPARED BY; Pamela Callis, Revenue Supervisor, Utility Billing & Customer Service. 2 Page 1 of 1 Agenda Item No. 16C2 June 24, 2008 Page 3 of 15 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: Item Summary: 16C2 Recommendation to adopt a Resolution approving Special Assessment Hardship Deferrals for certain Sewer Special Assessments for the 2008 tax year Meeting Date: 6/24/200890000 AM Prepared By Pam Callis Revenue Supervisor Date Public Utilities uses 6/2/20083:02:30 PM Approved By Teresa Riesen Revenue Manager Date Public Utilities UBCS 6/2/20083:57 PM Approved By Joseph Bellone Operations Supervisor Date Public Utilities Public Utilities Operations 6/2/2008 5:01 PM Approved By - Jennifer A. Betpedio Assistant County Attorney Date County Attorney County Attorney Office 6/4/200811:15 AM Approved By Thomas Wides Operations Director Date Public Utilities Public Utilities Operations 6/6/2008 1 :48 PM Approved By James W. Delany Public Utilities Administrator Date Public Utilities Public Utilities Administration 6/11/20088:55 AM Approved By OMS Coordinator OMS Coordinator Date County Manager's Office Office of Management & Budget 6/12/20082:50 PM Approved By Randy Greenwald Management/Budget Analyst Date County Manager's Office Office of Management & Budget 6/13/200810:34 AM Approved By James V. Mudd County Manager Date Board of County County Manager's Office Commissioners 6/18/200812:54 PM file://C:\AgendaTest\Export\ 11 0-June%2024,%202008\ 16.%20CONSENT%20AGENDA \ 1... 6/18/2008 NroC() ()O~ (00- ~NO W ci..,s...q- ::E ZN'" 0 OJ u E~cu ",,,tL Z ;ff!. >!1 ... 0 == --, .... 0 0 rn C .... '" "0 C :;) '" Z OJ Z <{ C w ::E 0 u z ;ff!. ;ff!. ... .... 0 0 C ", .... :;) Z Z C w ::E 0 u Z >!1 ;ff!. ... 0 .... 0 0 CO C LrI LrI 0 0 :;) N Z Vl Z w C Z ~ W W . Cl ::E f".... - ::> 8 I:;l!> ~S Z ;ff!. >!1 ... 0 .... 0 ~ ~w C .... > :;) 0 z Co. 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A RESOLUTION ESTABLISHING A HOUSING ASSISTANCE PROGRAM BY PROVIDING AID AND ASSISTANCE FOR CERTAIN QUALIFIED HOMEOWNERS WHO ARE RESIDENTS OF COLLIER COUNr{ WITH ASSISTANCE IN PAYMENT OF AlniUAL CHARGES FOR SPECIAL ASSESSMENT LIENS FOR WATER AND/OR SEWER IMPROVEMENTS; AUTHORIZING THE EXPENDITURE OF WATER AND SEWER REVENUES FOR A SPECIAL ASSESSMENT HARDSHIP PROGRAM; ESTABLISHING ELIGIBILITY REQUIREMENTS; ESTABLISHING LIMITATIONS; REQUIRING THAT APPLICATIONS BE FILED BY A CERTAIN DATE; PROVIDING FOR ADMINISTRATIVE DETERMINATIONS OF ELIGIBILITY ~OR COUNTY ASSISTANCE; PROVIDING FOR AN APPEAL FROM A DETERMINATION OF INELIGIBILITY FOR COUNTY ASSISTANCE; PROVIDING FOR RECOpnING OF THE HARDSHIP LIEN; PROVIDING FOR PAYMENT OF THE HARDSHIP LIEN UPON SALE OR TRANSFER OF THE PROPERTY; PROVIDING FOR APPROVAL OF ANNUAL SPECIAL ASSESSMEh, HARDSHIP PROGRAM DEFERRALS; PROVIDING FOR VIOLATIONS AND PENALTIES; SUPERSEDING RESOLUTION NO. 94-148, NO. CWS-94-2, NO. MWS-94-1 AND NO. GW-94-1; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the Board of County Ccmmissioners of Collier County in its individual capacity as the governing body of Collier County, Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer District, the Goodland Water District and the Marco Water and Sewer District, (hereinafter referred to as the "Board") establishes special assessment programs and undertakes programs providing improvements in residential areas and particularly in subdivisions developed prior to requirements for reasonable mandatory improvements; and WHEREAS, a special assessment program provides for the funding of such improvements through the establishment of special assessment charges and liens in accordance with the benefit received by each lot or parcel of land in the subdivision or neighborhood; and WHEREAS, the Board typically borrows funds to build such improvements qecured by a pledge of the special assessment liens; and 100< OfJO ,,-,178 Agenda Item No. 16C AUG 1 ~4, 200 -p"ii'(re 7 of 1 WHEREAS, to provide for the efficient administration of a program for collecting special assessment liens, the Board typically authorizes the collection of special assessment liene in the manner provided for ad valorem taxes as provided in Section 197.3632, Florida Statutes; and WdEREAS, the Board has determined that a limited program offering assistance to low income hcmeowners who may risk losing title to their home due to the inability to pay special assessment charges when due would relieve th~ public from the demand and burdensome costs associated with Buch displaced families and homeowners; and WHEREAS, the Board of County Commissioners of Collier County has determined that the allocation of funds for the establishment of the special assessment hardship program and that the special assessment hardship program as authorized herein constitutes a valid public purpose; and WHEREAS, to the extent funds may be allocated, it is the intent of this Resolution to provide relief to certain qualified homeowners who may be at risk of losing title to their home due to the inability to pay a special assessment lien. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE COLLIER COUNTY WATER-SEWER DISTRICT, THE GOODLAND WATER DISTRICT AND THE MARCO WATER AND SEWER DISTRICT, that, SECTION ONE: Policy and Intent. The intent of the Special Assessment Hardship Program is to provide a program of assistance to permanent residents of Collier County who are living below the poverty level and are at risk of losing title to their homes as the result of water and/or sewer improvements f~nded in whole or in part by special assessment liene imposed b~/ Collier County, the Collier County Water-Sewer 1001 {JOO"", 160 Agenda Item No. 16 June 24, 20 Page 8 of AUG 1 3 1996 District, the Goodland Water Oistrict and the Marco Water and Sewer District. It is the policy of the governing board that the Special Assessment Har~Bhip Program be interpreted broadly in order to effectuate the intent. SECTION TWO: Definitions. The following words or phrases as contained in this Resolution shall have the following meanings unless otherwise stated; "Affected District" means the County, Collier County Water-Sewer District, Marco Water and Sewer District, or th~ Goodland Water District authorizing the construction of the water and/or sewer capital improvements. ..~n mean3 the Board of County Commissioners as the governing body of Collier County, Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer District, the Marco Water and Sewer District and the Goodland Water District. "Disabledll means that a person has a physical or mental impairment wnich substantially limits the person's ability to ootain employrr~nt and that the pereon has a record of having such an impairment as certified by at least one physician or where the applicant has obtained tax exempt status for totally and permanently disabled person under Section 196.101, Florida Statutes, or has beEn found eligible under any State or Federal program applying similar criteria. It::'arninas or Familv Earninoa" means adjusted gross earnings and support from all sources, including non-taxable sources of support. received by all family members, including rental revenue. "Elderlvll means a person who will be sixty-five (65) or older prior to January 1, of the year in which assistance is granted. '''' non. ,'.; 1 AUG 1 3 1996 Agenda Item No. 16 June 24, 20 Page 9 of ~Familvn means husband, wife and minors and related or unrelated individuals residing in a household who receive more than 50% of their support from the Family Earnings. .~ft means; a) one who holds legal or beneficial title in equity to real property in Collier County, or bl one who is the relative of a decedent who held legal title or ben.ficial title to such real property and has paid all ad ....alorem taxes on the property in the prior year. "Relative" means one who is related to the owner as father, mother, son, daughter, brother, siBter, uncle, aunt, first cousin, nephew, niece, husband, wife, steyf.ather, stepmother, stepson, stepdaughter, stepbrother, stepsister, half brother or half sister. BECT:ON THREB: Deferral ot BD.cial As.usament Payments Authorized. The deferral of all or a part of the annual payments due for special assessment liens for water and/or sewer capital improvements established in accordance with the terms of this Program is hereby authorized. In the event the deferral of a special assessment payn:ent leads to a shortfall in revenues necessary to meet annual debt service requirements, the Board shall, through the use of water and/or sewer revenues collected within the affected District fund the shortfall. Assistance shall be based upon the total family income, ae adjusted to reflect family size. SECTION POUR, Bliaibilitv R8cuirsm.nt.. Eligibility requirements shall include the following minimum criteria and such additional criteria as may from time to time be established by the Board: A. The occupant is the owner of the property and is entitled Agenda Item No. 16 June 24, 20 Page 10 of 1 AUG 1 3 1996 to claim homestead tax exemption under the Constitution of the State of Florida. Proof of obtaining homestead tax exemption by the Property Appraiser of Collier County shall establish fulfillment of this requirement, but ahall not preclude the establishment of the criteria by the Board that would permit the granting of assistance where the occupant is the elderly parent of the owner, a relative of the owner who is disabled or an heir or relative of a deceased owner. B. All ad valore~ taxes on the property have been paid or the owner has obtained a homestead tax deferral. C. The owner is prepared to pay, or qualified to obtain a homestead tax deferral for the current ad valorem taxes when due. D. The property is not the subject of pending or threatened foreclosure action and that no mortgage or other encumbrance creating a lien against the property is in default. E. A sworn statement of the owner's intent to remain qualified for homestead exemption except where the homestead exemption requirement is not applicable and that the property is not encumbered by a contract for sale at the time of the application. F. Allowable family earnings shall be at or below the levels established from time to time, based upon the poverty level guidelines pUblished by the F~deral Government. Such criteria shall be used as guidelines and for the initial determination of eligibility provided, however, any Buch determination shall be subject to the limitations set forth by Resolution. Until amended by the Board, the earnings criteria shall be as established in Exhibit "A" attached hereto and incorporated herein. SECTION FIVE. ~it.tion.. Annually, the Board, in its Bole discretion, shall determine the amount of the annual assessment charges within the affected IOOf (JOO, ,. 1 k3 Agenda Item No. 16 June 24, 20 AUG I 3 1991i'ge 11 of 1 districts to be deferr~d until the property is transferred to another owner. The provision of assistance in anyone year shall in no way establish a right or entitlement to such assistance in any subsequent year. As soon as possible after the deadline for submission of applications and filing appeals, the County Administrator shall advise the Board of the approximate assessment deferrals necessary. If the amount approved is insufficient to provide assistance to all owners who are eligible, assistance shall be granted to the eligible owners with the lowest earnings based upon consideration of family. The deferred assessments shall be repaid to the County or the Affected District upon the sale, transfer or lease of the property subject to the assessment to another owner or at the time the Owner no longer qualifies for assistance, whichever occurs first. If repayment is triggered by the sale or transfer of the property, the deferred assessment must be immediately repaid. If the repayment is triggered by the OWner no longer qualifying for assistance. interest shall accru~ on the deferred assessments at the same rate as the rate being charged to all property owners within the assessment project until the full amount of the deferred assessment is repaid. Interest shall begin accruing at the time the Owner no longer qualifies for assistance. The sale or transfer of the property to a family member residing with the owner at the time of transfer shall not trigger the repayment of the deferred assessment; provided that, the new owner meets the .. deferral guidelines. The proceeds of any award or claim for damages, direct or consequential, in conr.ection with any condemnation or other taking of any part of the Owner's property, or for conveyance in lieu of condemnation, are hereby assigned and shall be paid to the Affected District or the County. IOOl non" 1 R1 AUG 1 3 1996 Agenda Item No. 16C June 24, 200 Page 12 of 1 SECTION SIX: Submission of Annlication Reauired and Deadlines Established. A. Submission Required: A homeowner wishing to obtain assistance under the Special Assessment Hardship Program must submit an application on a form prescribed by the County and furnished by the County Administrator, or his designee. The application form shall be signed upon oath by the applicant before an officer authorized by the State to administer oaths. The applicant shall be required to provide such other evidence and documentation as deemed necessary by the County Administrator or his designee in considering the application, including but not limited to, an affidavit of all family earnings and support. The submission of false. misleading or incomplete applications and the failure to provide appropriate documentary evid~nce in support of an application prior to the deadlir.e for the submission of an application shall constitute grounds for denial of the application. B. Application Deadlines: Complete applications and documentation must be submitted by June 1 of the year preceding the tax year in which assistance is sought. The first year assistance will be available is the 1994 tax year. Thus, complete applications must be received for the first year prior to June 1, 1994. SECTION SKVEN: Administrative Determination of Eliaibilitv. The County Administrator shall assign the responsibility for reviewing applications to appropriate staff; who shall be responsible for advising applicants of the need for additional evidence and documentation and providing applicants with notice of the final Btaff determination of the applicants eligibility statuB and the right to appeal the determination. 100' 000 '" 1H5 Agenda Item No. 16 June 24, 2 Page 13 of AUG 1 3 1996 Anyone wishing to appeal the staff determination of ineligibility may do so by requesting a hearing before the Board within fifteen (15) days after a ~otice of the determination of the Btaff determination of ineligibility. An applicant will be notified of a time and date at which their appeal will be considered by the Board, which date shall be no sooner than seven (7) days after the filing of an appeal. The Board shsll not be required to consider any evidence or documents not presented for review by staff but may. in order to fulfill the purposes of the Special Assessment Hardship Program, request and receive additional evidence and testimony in order to effectuate the purposes of the Special Assessment Hardship Program. SECTION EIGHT: Aocroval of Annual Soecial AS80BBmOnt HardshiD Proaram Deferral.. The Board shall approve each year by Resolution the Special Assessment Hardship deferrals which shall include the property owner's name, mailing address, legal description of the property, property folio no., the name of the special assessment district, account number and the amount of the annual special assessment payment being deferred. The Resolution in its entirety approving the annual special assessment hardship deferrals shall be recorded in the Official Records of Collier County, Florida. SECTION NINE: Violations and Psnalties. The submission of a false or fraudulent application or false or fraudulent documentation in support of an application shall constitute a violation of this Program. Upon finding that assistance has been granted based upon a fraudulent application or an application containing fraudulent, false or misleading information, the Board may act to collect a special assessment for which assistance was granted. Nothing herein shall prohibit Collier County from exercising other remedies available under the Laws of Florida. !OOK Omk 4Hfi - Agenda Item No. June 24, 20 Page 14 of AUG 1 3 1996 8BCTIO. TIM. Prior R..olutiona su~.r..d.d. This Resolution shall supersede in its entirety Resolution No. 94-148, CWS-94-2, KW5-94-1 and GW-94-1. BECTlO. BLBVEVI .traotive Data. This Resolution shall become effective immediately upon its adoption. This Resolution adopted this ,{;; day of ~....."--'.""'''''''''' . . '. I .... .~ . .' '-: - , . . 1996, after motion, second and majority vote. ......, ATTEST:, , ' """ '. oWIGHTE.. ilROCx, CLERK )....~> . /(~f' '! ~:..~'.'~~<-.. ';)(1. .':77' ," . - ~ / '-::'" ...' - . ). , .-.....>,..;.;....... .... . . '" c' ',' ) \ .~.. , ~,.""", 1\" ,..,. ,.; . Approved as to tora and legal sufficiency: ~. . /1!~j!. 0 rP> vid C. weigel County Attorney on" (/n(l \:, .~. I... \. .'!i-~_/ ~ BOARD Of COUNTY CO~SIONERS '.;.. 1 '" COLLIER COUIITY, FLORlaI,I,AS' TIlE "",. GOVERIlIIIG BODY Of COLLItR".c:oU!i'i'y, AND EX-OfFICIO TIlE GOVERNING BOARD OF THE COLLIER COUNTY WATER-SEWER DISTRICT, THE MARCO WATER AND SEWER DISTRlc:T"AND 'rItE, GOODLA/lD WATER DISTR~CT .... . BY: , - C. NORR~S, '.~..) 'PfAIRHAJI . '. \ . .~.< ~;,.-'~ "',',' ~ ::. ; ''';' :: "'''''' . (" .~ o o o Agenda Item No. 16C2 June 24, 2008 Page 15 of 15 RESOLUTION NO. 2008-_' RESOLUTION NO. CWS-2008-_ RESOLUTION BY THE BOARD OF COUNlY COMMISSIONERS AS THE GOVERNING BODY OF COLLIER COUNlY, FLORIDA AND AS EX-OFFICIO THE GOVERNING BOARD OF THE COLLIER COUNlY WATER-SEWER DISTRICT, APPROVING THE SPECIAL ASSESSMENT HARDSHIP DEFERRALS FOR CERTAIN SEWER SPECIAL ASSESSMENTS FOR THE 2008 TAX YEAR. WHEREAS, the Board of COIll1ty Commissioners in its individual capacity as the Governing Body of Collier County, Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer District, ("Board") established by Resolution No. 96-358 (aka Resolution No. CWS-96-9) a program for the deferrals of special assessments for water and/or sewer improvements for homeowners who qualify under the Resolution; and WHEREAS, Section Eight of Resolution No. 96-358 provides that the Board shall approve by resolution the special assessment hardship deferrals which shall include the properly owner's name, mailing address, legal description of the property, property folio number, the name of the special assessment district. account number and the amount of the annual special assessment payment being deferred and that the resolution shall be recorded in the Official Records of Collier County, Florida. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS, COLLIER COUNlY, FLORIDA AS THE GOVERNING BODY OF COLLIER COUNTY, AND AS EX-OFFlnO THE GOVERNING BOARD OF THE COLLIER COUNTY WATER-SEWER DISTRICT THAT: 1. The owners identified on Exhibit "A" have been approved for the special assessment hardship deferral. 2. This Resolution shall be recorded in the Public Records of Collier Cmmty, Florida. 3. This Resolution shall become effective immediately upon its adoption. TIDS RESOLUTION ADOPTED after motion, second and majority vote this _ day of ,2008. ATTEST: DWIGHT E. BROCK, CLERK BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, AS EX-OFFICIO TIIE GOVERNING BOARD OF THE WATER- SEWER DISTRICT . Deputy Clerk By: TOM HENNING, CHAIRMAN Approval as to fonn and legal Sufficien : Jennifer A. Bel io Assistant County Attorney