Agenda 09/09-10/2008 Item #16D10
(
I-
I
-
Approved By:
Department
Public Services
~ ~i~GEND~ITEM
I: ~~Fpl~J5~g8 /; bID
IP1LL~(n--"
~-
Approval Date
Approved 8/20/20083:15 PM
Approved By:
Department
Approval
Date
County Approved
Manager's Office
8/25/2008 6:30 PM
ATTACHMENTS:
Name:
C Executive Summaty~
Owner.doc
C Simon A9reement.od1
Description:
Type:
Simon IFD - Executive Summary
Executive Summary
Simon IFD . Agreement
Exhibit
-I=\\F-'CI 'T'=rti-' I
---T ' L7[CQV70' J'
: Pc. '2"\ S ?on~,_ ,'Cp 1! 0
EXECUTIVE SUMMARY-----~-h ~---
Recommendation that the Board of County Commissioners approves, and authorizes the
Chairman to sign, a lien agreement with Pascual Mateo Simon and Juana Vasquez Lopez
(Owners) for deferral of 100% of Collier County impact fees for an owner-occupied
affordable housing unit located at Lot 44, Liberty Landing, Immokalee.
OBJECTIVE: That the Board of County Commissioners (Board) approves, and authorizes the
Chairman to sign, the attached lien agreement with Pascual Mateo Simon and Juana Vasquez
Lopez for deferral of 100% of Collier County impact fees for an owner-occupied affordable
housing unit.
CONSIDERATIONS: Article IV of Chapter 74 of the Code of Laws and Ordinances
established a program to defer impact fees for qualified affordable housing. Pursuant to this
program, an application for deferment was submitted by Pascual Mateo Simon and Juana
Vasquez Lopez, which application, after staff review, was determined to qualify for the
program. Legal status has been verified and documents are on file at the office of Housing and
Human Services. The property is located in the Liberty Landing subdivision in Immokalee. The
property is being developed by Habitat for Humanity of Collier County.
The ordinance requires that a lien agreement be entered into with the applicant as a condition of
deferral of the impact fees. Section 74-401(3) of the Code authorizes the County Manager to
sign deferral agreements with applicants qualifYing for impact fee deferrals for affordable
housing, which has long been the practice. The ordinance, however, gives the County Manager
discretion in whether to enter into the Agreement. Accordingly, in keeping with recent
discussion and direction by the Board, the County Attorney's Office has determined that until
directed otherwise by the Board, these agreements be placed on the Consent Agenda for the
Board's review, approval and Chairman's signature.
FISCAL IMPACT: This agreement defers $12,442.46 in impact fees. Although it is expected
that the County will ultimately collect these deferred fees (generally upon the sale of the
residence), there is no guarantee as to if, or when, this would occur.
GROWTH MANAGEMENT IMPACT: None.
LEGAL CONSIDERATIONS: The Agreement has been approved for legal sufficiency. It is
ready for Board consideration and approval. CG
STAFF RECOMMENDATION: That the Board approves and authorizes the Chairman to
sign the attached Lien Agreement for Deferral of 100% of Collier County Impact Pees for
Owner Occupied Affordable Housing Dwelling Unit for Pascual Mateo Simon and Juana
Vasquez Lopez located at Lot 44, Liberty Landing, Immokalee.
PREPARED BY: Prank Ramsey, Housing Manager, Housing and Human Services
Return to
r
1
.GE'~'rv ITF~~
I!'. . -TlPl)7D
SEF !)1 2008
lOr 0~(Q
Frank Ramsey
Collier County HHS
3301 E. Tamiami Trail
Naples, Florida 34112
File# 08-231-IF
This space for recording
LIEN AGREEMENT FOR DEFERRAL OF 100% OF COLLIER COUNTY IMPACT
FEES FOR OWNER OCCUPIED AFFORDABLE HOUSING DWELLING UNITS
This Agreement is entered into this i1-tVlay of September, 2008, between Collier County, a
political subdivision of the State of Florida (COUNTY) and "Pascual Mateo Simon and Juana
Vasquez Lopez" (OWNER), collectively stated as the "Parties."
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of
which is mutually acknowledged, the Parties agree as follows:
1. This Lien Agreement is made pursuant to Chapter 74 of the Code of Laws and Ordinances of
Collier County, Florida, known as "The Collier County Consolidated Impact Fee Ordinance"
(Ordinance). In the event of any conflict with this Agreement, the terms of the Ordinance
shall apply.
2. The legal description of the dwelling unit is attached as Exhibit "A."
3, The term ofthis Agreement is from the date set forth above until the impact fee is repaid.
4. The amount of the impact fees deferred shall be paid to the COUNTY in full upon: a) the
sale of the dwelling unit; b) the refinancing of the dwelling unit; c) a loss of the homestead
exemption; or d) the first occurrence of any sale or transfer of any part of the affected real
properry, and in any such event the deferred impact fees shall be paid in full to the COUNTY
not later then the closing of the sale, or not later then the effective date of the transfer. As set
forth in Exhibit "B," the amount of the deferred impact fees is Twelve Thousand Four
Hundred Fortv Two and 46/100 Dollars ($12.442.46). Repayment shall include any accrued
interest. Interest shall be computed at the rate of five percent (5%) per annum, but in no
event shall it exceed twenty-five percent (25%) of the total fee amount.
5. The deferred impact fees shall be a lien on the property described in Exhibit "A," which lien
may be foreclosed upon in the event of non-compliance with the Ordinance or with this
Agreement. This Agreement shall operate as a lien against the dwelling unit. The lien shall
(7': c:: 1\1 '\ ''''''1''r.:t.r \
10010 .
'. ,.... )~\ \
terminate upon the recording of a release or satisfaction of li~:o~th....e p'I~.r~s of the
County. The deferrals of impact fees and this Agreement shall run with the land, and neither
the deferred impact fees nor this Agreement shall be transferred, assigned, or otherwise
conveyed. Except as provided by law, regardless of any foreclosure on the first mortgage or
other security interest, this lien shall otherwise be superior and paramount to the interest in
the dwelling unit of any owner, lessee, tenant, mortgagee, or other person, except that this
lien shall be on parity with any lien for County taxes.
6. Upon the satisfactory completion of this Agreement's requirements, COUNTY shall record
any necessary documentation evidencing same.
7. In the event the OWNER is in default under the Ordinance or this Agreement, and the default
is not cured within 30 days after written notice is provided to the OWNER, the COUNTY
may, at its sole option, collect the impact fee amount in default as set forth in the Ordinance,
or bring a civil action to enforce this Agreement, or declare that the deferred impact fees are
then in default and immediately due and payable. The COUNTY shall be entitled to recover
all fees and costs, including attorney's fee and costs, incurred by the COUNTY in enforcing
this Agreement, plus interest at the then maximum statutory rate for judgments calculated on
a calendar year basis until paid.
8. This Agreement is the sole agreement between the parties with respect to the subject matter
herein, and shall be binding upon the OWNER'S successorsanltassigns in interest.
9. This Agreement shall be recorded in the official records of the County at no cost to the
COUNTY.
IN WITNESS WHEREOF, the Parties have executed this Agreement on the date and year first
above written.
~
I.
I
{':U="'I~.' "T;tl\F
Attest:
DWIGHT E. BROCK, Clerk
l (&VIO
BOARD OF COUNTY COMMISSIO~(E~~5.qk2008
COLLIER COUNTY, FLORIDA,'~-~~'- ~-'~_____
By:
By:
TOM HENNING, CHAIRMAN
, Deputy Clerk
WI1NESSES AS TO BOTH SIGNATURES
Witnesses: J
_\v\nrt~ 9. C\,Q..J~
Print Nam6-flll~ A l<l~
OWNER:
Pas c nal doM S/w#Qn
'Pascual Mateo Simon
Witnesses:
J A rY\ a.. e.-L tl1rlAA 0...
Print Name 'T\' (Y)(\ ) lh'AfYo.
OWNER:
"J."u,~ t/e&S~ Lt?Pt:5
Juana Vasquez Lopez ,.
STATE OF FLORIDA)
COUNTY OF COLLIER)
ent Yo! ackno~ledg~d before me this 3L day of ~~,
. -v, who IS personally known to me or has uced
as of of i ntity.
Si
~.
~:'~#oII"
Approv orrn
and legal sufficiency:
.
z;r~~
cy Krumbi, A
Director
Collier County Housing and Human Services
Colle n eene
Assistant County Attorney
EXHIBIT "A"
LEGAL DESCRIPTION
Lot 44, Liberty Landing, according to the plat thereof,
as recorded in Plat Book 47, Pages 71 through 73,
inclusive, ofthe Public Records of Collier County, Florida.
STREET ADDRESS
3700 Justice Circle, Immokalee, FL 34142
EXHIBIT "B"
IMPACT FEE BREAKDOWN
Type of Impact Fee
A. EMS Impact Fee
B. Correctional Facilities Impact Fee
C. Library Impact Fee
D. Community Parks Impact Fee
E. Regional Parks 1mpact Fee
F, Educational Facilities System Impact Fee
G. Road Impact Fee
H. Government Buildings Impact Fee
\. Law Enforcement Impact Fee
TOTAL IMP ACT FEES
GI=M" ;l"'~F 1
J{t )~l?~8 I
c'. "=c_~Ojy~_= j
Amount Owed
$100.59
$62.08
$368.18
$750.00
$1,659.00
$2,862.00
$6,059.00
$410.00
$171.61
$12,442.46