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Agenda 05/12/2020 Item #16D 8 (Release of Lien - Density Bonus)05/12/2020 EXECUTIVE SUMMARY Recommendation to approve and authorize the chairman to sign one (1) release of lien for an Affordable Housing Density Bonus unit that is no longer subject to the terms of the agreement and authorize the associated Budget Amendment in the amount of $5,389. OBJECTIVE: To support the affordability of housing through the Affordable Housing Density Bonus (AHDB) Program. CONSIDERATIONS: Pursuant to Section 2.06 et seq. of the Collier County Land Development Code (LDC), the identified homeowner executed an AHDB Agreement lien encumbering their property in the Bristol Pines PUD. The AHDB Program seeks to provide an incentive to construct affordable housing units in Collier County. The following provision applies to the subject properties if sold or assigned within fifteen (15) years after the original purchase date: “at a sales price in excess of five percent (5%) per year of the original purchase price of $178,990, I, my heirs, legal representatives, successors or assigns shall pay to Collier County an amount equal to one- half of the sales price in excess of the five percent (5%) increase per year” (emphasis added). The following table details the release of lien associated with this Item. Name Purchase Date Purchase Price Public Record Sold Date Sold Price Payoff Amount Gloria E. Gomez and John J. Mulholland 12/24/2016 $178,990 OR5329/ PG3887 3/19/2020 $220,000 $5,389 If the borrower sells the property for less than the original sales price; there is no repayment obligation to Collier County. If the borrower sold the property “in excess of five percent (5%) per year of the original purchase price” and if there is an increase in appreciation of more than five percent (5%) per year, the borrower would pay the County one-half of the excess of five percent (5%). FISCAL IMPACT: A Budget Amendment is necessary to recognize the revenue received in the amount of $5,389 in the Affordable Housing Trust Fund (116), Project Number 50137. LEGAL CONSIDERATIONS: This Item is approved for form and legality and requires a majority vote for Board of County Commissioners (Board) approval. -JAB GROWTH MANAGEMENT IMPACT: The Affordable Housing Density Bonus Program assists the County in meeting some of its goals and objectives in the Housing Element of t he Growth Management Plan. RECOMMENDATION: To approve and authorize the chairman to sign one (1) release of lien for an Affordable Housing Density Bonus unit that is no longer subject to the terms of the agreement and authorize the associated Budget Amendment in the amount of $5,389. Prepared By: Lisa N. Carr, Senior Grants Coordinator, Community and Human Services Division 16.D.8 Packet Pg. 640 05/12/2020 ATTACHMENT(S) 1. AHBD Release of Lien (PDF) 2. Backup Docs AHDB Gomez & Mulholland (PDF) 16.D.8 Packet Pg. 641 05/12/2020 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.8 Doc ID: 12205 Item Summary: Recommendation to approve and authorize the chairman to sign one (1) release of lien for an Affordable Housing Density Bonus unit that is no longer subject to the terms of the agreement and authorize the associated Budget Amendment in the amount of $5,389. Meeting Date: 05/12/2020 Prepared by: Title: Grants Coordinator – Community & Human Services Name: Lisa Carr 04/13/2020 3:35 PM Submitted by: Title: Manager - Federal/State Grants Operation – Community & Human Services Name: Kristi Sonntag 04/13/2020 3:35 PM Approved By: Review: Community & Human Services Kristi Sonntag CHS Review Completed 04/13/2020 4:02 PM Community & Human Services Akiko Woods Additional Reviewer Completed 04/20/2020 1:24 PM Community & Human Services Cormac Giblin Additional Reviewer Completed 04/21/2020 8:42 AM Community & Human Services Maggie Lopez Additional Reviewer Completed 04/27/2020 4:46 PM Operations & Veteran Services Kimberley Grant Level 1 Reviewer Completed 04/28/2020 11:51 AM Public Services Department Todd Henry Level 1 Division Reviewer Completed 04/29/2020 7:53 AM County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 04/29/2020 9:20 AM Grants Erica Robinson Level 2 Grants Review Completed 04/29/2020 11:04 AM Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 05/02/2020 10:06 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/04/2020 8:16 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/04/2020 8:17 AM Budget and Management Office Ed Finn Additional Reviewer Completed 05/04/2020 11:54 AM Grants Therese Stanley Additional Reviewer Completed 05/04/2020 3:58 PM County Manager's Office Sean Callahan Level 4 County Manager Review Completed 05/05/2020 8:29 AM Board of County Commissioners MaryJo Brock Meeting Pending 05/12/2020 9:00 AM 16.D.8 Packet Pg. 642 16.D.8.a Packet Pg. 643 Attachment: AHBD Release of Lien (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 644 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 645 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 646 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 647 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 648 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 649 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL)) 16.D.8.b Packet Pg. 650 Attachment: Backup Docs AHDB Gomez & Mulholland (12205 : SHIP AHDB Release of Lien (ROL))