Agenda 01/15/2008 Item #16D 2
Agenda Item No. 16D2
January 15, 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 Alexis Dejesus and Rebecca Dejesus (Owners)
for deferral of 100% of Collier County impact fees for an owner-occupied affordable
housing unit located at Vista III at Heritage Bay, Unit 1503, North Naples.
OBJECTIVE: That the Board of County Commissioners (Board) approves, and authorizes the
Chairman to sign, the attached lien agreement with Alexis Dejesus and Rebecca Dejesus for
deferral of 100% of Collier County impact fees for an owner-occupied affordable housing unit.
CONSIDERATIONS: Article JV 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 Alexis Dejesus and Rebecca Dejesus,
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 Vista III at Heritage Bay subdivision in North Naples.
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 Attomey'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 Chainnan's signature.
FISCAL IMPACT: This agreement defers $19,411.65 in impact fees. Although it is expected
that the County will ultimately collect these deten'ed fees (generally upon the sale of the
residence), there is no guarantee as to if. or when, this would occur.
GROWTH MANAGEMENT IMP ACT: None.
LEGAL CONSIDERATIONS: The proposed Agreement is fully consistent with the intent
and purpose of Section 74-401 of the Code of Laws and Ordinances of Co lIier County.
STAFF RECOMMENDATION: That the Board approves and authorizes the Chairman to
sign the attached Lien Agreement for Deferral of 100% of Collier County Impact Fees for
Owner Occupied Affordable Housing Dwelling Units for Alexis Dejesus and Rebecca Dejesus
located at Vista III at Heritage Bay, Unit 1503, North Naples.
PREPARED BY: Frank Ramsey, SHIP Program Coordinator, Housing and Human Services
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Agenda Item No. 1602
January 15, 2008
Page 2 of 5
Rtturnto
Frank RamAey
CollicrCouRtyHHS
3JOIE.Tamill..iTrail
Naplcs,F1orida34112
File# 08-099-IF
This space [or 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 l~y of December, 2007, between Collier County, a
political subdivision of the State of Florida (COUNTY) and "Alexis Dejesus and Rebecca Dejesus"
(OWNER), colleclively 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 of this 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 Ihe dwelling unit; c) a toss 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 Four
Hundred Eleven and 65/100 Dollars ($19.411.65). 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 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 Omler, 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 O\VNER 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 nWNER, 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 COtJNTY 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.
Agenda Item No. 1602
January 15, 2008
Page 3 of 5
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:
JAMES COLETTA, CHAIRMAN
, Deputy Clerk
OWNER:
Witnesse'
~~~~
A exis D esus
Print Name
~sses ~
w1A--11 '
Prin Name LrvA-- t>J- ~r
O~~ER: ~~
:b??f
STATE OF FLORIDA)
COUNTY OF COLLIER)
The crego.ing 4gree11lent, ~'as a;t:nowledged before me this ~i,day of f}:> ('.:' ,r... Lx r ,
2007, by J-e,.: I~:::". ../.i-t'" ;,."'.)~~""'~, who is personally known to me or has produced
FL ~;vcr l.a ';/-nse . as proof of identity.
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Signature of Person Taking Acknowledgment
Ie ~mm~end Appr a1.
, ,
~"--'- '-- '-/.~ _ ~~ J:J
. M cy Krumbin , MPA
Director
Collier County Housing and Human Services
Jeffrey
Chief
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Agenda Item No. 1602
January 15, 2008
Page 4 of 5
EXHIBIT "A"
LEGAL DESCRIPTION
Unit 1503, Vista III at Heritage Bay Commons, a Subdivision as recorded in Plat Book 43,
Pages 46 through 54 of the Public Records of Collier County, Florida
9051 GeITais Circle #1503, Naples, Florida 34120
EXHIBIT "B"
IMPACT FEE BREAKDOWN
Type of Impact Fee
Amount Owed
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 System Impact Fee
K. Sewer System Impact Fee
$112.04
$89.82
$368.18
$750.00
$1,659.00
$2,862.00
$6,059.00
$410.00
$171.61
$3,415.00
$3,515.00
$19,411.65
TOTAL IMPACT FEES
JAK Approved ~I_I_
Page 1 of 1
Agenda Item No. 16D2
January 15, 2008
Page 5 of 5
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
Item Summary:
16D2
Meeting Date:
Recommendation that the Board of County Commissioners approves, and authorizes the
Chairman to sign, a lien agreement with Alexis Dejesus and Rebecca Dejesus (Owners) for
deferral of 100% of Collier County impact fees for an owner~occupied affordable housing unit
located at Vista 111 at Heritage Bay, Unit 1503, North Naples.
1/15/20089:0000 AM
Prepared By
Frank Ramsey
SHIP Program Coordinator
Date
Public Services
Housing and Human Services
12/20120073;22;38 PM
Approved By
Marcy Krumbine
Director
Date
Public Services
Housing & Human Services
12/2612007 12:07 PM
Approved By
Marla Ramsey
Public Services Administrator
Date
Public Services
Public Services Admin.
1212712007 11 :40 AM
Approved By
Jeff Klatzkow
Assistant County Attorney
Date
County Attorney
County Attorney Office
12/28/2007 10:23 AM
Approved By
OMS Coordinator
Applications Analyst
Date
Administrative Services
Information Technology
12131/20073:14 PM
Approved By
Michael Smykowski
Management & Budget Director
Date
County Manager's Office
Office of Management & Budget
1/2/20081:02 PM
Approved By
James V. Mudd
County Manager
Date
Board of County
Commissioners
County Manager's Office
1/2/20081 :32 PM
file://C:\AgendaTest\Export\98-January%20 15, %202008\16. %20CONSENT%20AGENDA \ J... 1/9/2008