Agenda 01/29/2008 Item #16D14
Agenda Item No. 16014
January 29, 2008
Page 1 of 5
EXECUTIVE SUMMARY
Recommendation that the Board of County Commissioners approves, and authorizes the
Chairman to sign, a lien agreement with Dugue J. Grand Jean and Yolene Grand Jean
(Owners) for deferral of 100% of Collier County impact fees for an owner-occupied
affordable housing unit located at Lot 157, Trail Ridge, East Nap]es.
OBJECTIVE: That the Board of County Commissioners (Board) approves, and authorizes the
Chairman to sign, the attached lien agreement with Dugue J. Grand Jean and Y olene Grand Jean
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 lor deferment was submitted by Dugue .I. Grand Jean and Yolene
Grand Jean, which application, after stall 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 Trail Ridge subdivision in East Naples.
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The ordinance requires lhat a lien agreement be entered into with the applicant as a condition of
deferral of lhe impact fees. Section 74-401(3) of lhe Code authorizes the County Manager to
sign deferral agreemenls with applicanls 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, lhese agreemcnts be placed on the Consent Agenda for the
Board's review, approval and Chairn1an's signature.
FISCAL IMPACT: This agreement defers $]9,372.46 in impact fees. Although it is expected
that the County will ultimately collcct 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 proposed Agreement is fully consistenl with the intent
and purpose of Section 74-401 of the Code of Laws and Ordinances of Collier County.
STAFF RECOMMENDATION: Thai the Board approves and authorizes the Chairman to
sign the attached Lien Agreement for Deferral of ]00% of Collier County Impact Fees for
Owner Occupied Affordable Housing Dwelling Unils for Dugue J. Grand .lean and Yolene
Grand Jean located at Lot 157, Trail Ridge, East Naples.
~
PREPARED BY: Frank Ramsey, SHIP Program Coordinator, Housing and Human Services
,.
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Agenda Item No. 16 14
January 29, 2 08
Page 2 f 5
Retarnto
FraukRamsey
Collier COllnty HHS
3301 E. Tamilml Tnil
Naples. Florida 34111
File# 08-106-IF
Tbls spIltt ror reeording
LIEN AGREEMENT FOR DEFERRAL OF 100% OF COLLIER COUNTY IMPACT
FEES FOR OWNER OCCUPIED AFFORDABLE HOUSING DWELLING UNITS
This Agreement is entered into this ----B...- day of January, 2008, between Collier County, a
political subdivision of the State of Florida (COUNTY) and "Dugue J. Grand Jean and Y olene
Grand Jean" (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 COWlty, 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 of this Agreement is from the date set forth above until the impact fee is repaid.
4. The amount of tbe 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
property, 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 Nineteen Thousand Three
Hundred Seventv Two and 46/100 Dollars ($19.372.46), 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
terminate upon the recording of a release or satisfaction of lien in the public records 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 trdllsferred, 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
".
Agenda Item No. 16 14
January 29, 2 08
Page 3 f 5
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, Of declare that the deferred impact fees are
then in default and immediately due and payable. Tbe 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 successors and assigns 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.
Attest:
DWIGHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA,
By:
By:
, Deputy Clerk
J/..MC8 08E.CTE\, CHAIRMAN
TOM HENNING
OWNER:
7f.J=--
DugM J. Grand Jean
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Pnnt Name . rn l'
Witn"es: ~ LL
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PnntNarne 1\),.", d". -1~i
STATE OF FLORIDA)
COUNTY OF COLLIER)
OWNER:
t,oI~ U1/b,d-~.a11
Yo ene Grand Jean
The foregoing Agreement was acknowledged before me this ~ day of Lllvc( F'-(.t.. ,
2008, by bUCtto..lc If-- ~o{~"~r.-. c.~., who is personally known to me o~has pr~uced
as proof of identity.
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Signature of Person Taking cknowledgment
Recommend Approval:
t ~~-^-11 JL, ~
~y Krumbine, P A
Director
Collier County Housing and Human Services
Jeffrey .
Chief A sis
"
.
EXHIBIT "A~
LEGAL DESCRIPTION
Lot 157, Trail Ridge, according to tbe plat thereof,
as recorded in Plat Book 44, Pages 71 through 77,
inclusive, uftbe Public Records oreollier County, Florida.
STREET ADDRESS
13453 Gemmer Road, N apt.., Florida 34114
EXHIBIT "B~
IMPACT FEE BREAKDOWN
Type nf Impact Fee
A. EMS Impact Fee
B. Correctional Facilities Impact Fee
C. Library Impact Fee
D. Community Parks Impact Fee
E. Regional Parks Impact Fee
F. Educational Facilities System Impact Fee
G. Road Impact Fee
H. Government Buildings Impact Fee
I. Law Enforcement Impact Fee
J. Water Impact Fee
K. Sewer Impact Fee
TOTAL IMPACT FEES
JAKApprovcd-..J.....J_
I
Agenda Item No. 16J,14
January 29, 2008
Page 4 r 5
!
Amount Owed
$100.59
$62.08
$368.18
$750.00
$1,659.00
$2,862.00
$6,059.00
$410.00
$171.61
$3,415.00
$3,515.00
$19,372.46
Page 1 of I
Agenda Item No. 16014
January 29, 2008
Page 5 of5
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
Item Summary:
16014
Meeting Date:
Recommendation that the Board of County Commissioners approves. and authorizes the
Chairman to sign, a lien agreement With Dugue J. Grand Jean and Yolene Grand Jean
(Owners) for deferral of 100% of Collier County impact fees for an owner-occupied affordable
housing unit located at Lot 157. Trail Ridge. East Naples.
1/29/200890000 AM
Prepared By
Frank Ramsey
SHIP Program Coordinator
Date
Public Services
Housing and Human Services
1/10/20084:06:39 PM
Approved By
Marcy Krumbine
Director
Date
Public Services
Housing & Human Services
1/11/200811:50 AM
Approved By
Marla Ramsey
Public Services Administrator
Date
Public Services
Public Services Admin.
1/16/20083:35 PM
Approved By
OMS Coordinator
OMS Coordinator
Date
County Manager's Office
Office of Management & Budget
1/17/20089:39 AM
A pproved By
Sherry Pryor
Management & Budget Analyst
Date
County Manager's Office
Office of Management & Budget
1/18/20083:04 PM
Approved By
James V. Mudd
County Manager
Date
Board of County
Commissioners
County Manager's Office
1/19/200811:03 AM
Approved By
Jeff Klatzkow
Assistant County Attorney
Date
County Attorney
County Attorney Office
1/19/20083:51 PM
file:! /C:\Agenda T est\Export\99-J anuary%2029, %202008\ 16. %20CONSENT%20AG ENDA \... 1/23/2008