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AHAC Agenda 03/21/2023Collier County Affordable Housing Advisory Committee (AHAC) AGENDA Growth Management Community Development Department Conference Rooms 609/610 2800 N. Horseshoe Dr., Naples, FL 34104 March 21, 2023, 8:30 A.M. Steve Hruby, Vice Chair Mary Waller, Member John Harney, Member Jennifer Faron, Member Gary Hains, Member AHAC MEMBERS Commissioner Chris Hall, Member Jessica Brinkert, Member Arol Buntzman, Member Todd Lyon, Member Paul Shea, Member COLLIER COUNTY STAFF Michael Bosi, Director, Planning & Zoning Jaime Cook, Director, Development Review Cormac Giblin, Interim Director, Economic Development and Housing Chris Montolio, Operations Analyst, Economic Development & Housing Kelly Green, Accountant, Economic Development & Housing NOTE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST REGISTER PRIOR TO SPEAKING. ALL REGISTERED SPEAKERS WILL RECEIVE UP TO THREE (3) MINUTES UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN. DURING COMMITTEE DISCUSSION, COMMITTEE MEMBERS MAY ASK DIRECT QUESTIONS TO INDIVIDUALS. PLEASE WAIT TO BE RECOGNIZED BY THE CHAIRMAN AND STATE YOUR NAME AND AFFILIATION FOR THE RECORD BEFORE COMMENTING. IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING, YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY FACILITIES MANAGEMENT DEPARTMENT. ASSISTED LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE IN THE COUNTY COMMISSIONER’S OFFICE. 1. CALL TO ORDER & PLEDGE OF ALLEGIANCE 2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF 3. APPROVAL OF AGENDA AND MINUTES a. Approval of today’s agenda b. Approval of February 15, 2023, AHAC meeting minutes c. Discussion Regarding Election of New Chairman and Member Vacancy Advertisement 4. INFORMATIONAL ITEMS AND PRESENTATION a. COFUTURE Presentation – Stephen LaMelza b. Update on Proposed State Legislation- Michael Puchalla c. Collier County Housing Trends - Shimberg Report (J. Harney Request) d. 2022 Annual AHAC Report Review (J. Harney Request) 5. PUBLIC COMMENT a. Persons wishing to speak must register prior to speaking. All registered speakers will receive up to three (3) minutes unless the time is adjusted by the Chairman. 6. DISCUSSION ITEMS a. Subcommittee Recaps i. AHAC Strategic Plan Subcommittee Meeting 1. Affordable Housing Commitment Tracking Report ii. AHAC Surtax Subcommittee Meeting 7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS 8. NEW BUSINESS 9. ADJOURN 10. NEXT AHAC MEETING DATE AND LOCATION: April 18st, 2023, 8:30 A.M. at Conference Room 609/610 - Growth Management Community Development Department February 15, 2023 1 MINUTES OF THE COLLIER COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE Naples, Florida, February 15, 2023 LET IT BE REMEMBERED, the Collier County Affordable Housing Advisory Committee, in and for the County of Collier, having conducted business herein, met on this date at 8:30 a.m. in REGULAR SESSION at the Collier County Growth Management Department Building, Conference Room #609/610, 2800 Horseshoe Drive North, Naples, Florida, with the following members present: Chairman: Joe Trachtenberg Vice Chairman: Steve Hruby Jessica Brinkert (absent) Arol Buntzman Jennifer Faron Gary Hains (absent) Commissioner Chris Hall John Harney (absent) Todd Lyon Paul Shea Mary Waller County Staff Members Present: Cormac Giblin, Interim Director, Economic Development & Housing Mike Bosi, Director, Planning & Zoning Jaime Cook, Director, Development Review Jamie French, Deputy Department Head, GMD Derek Perry, County Attorney’s Office Kelly Green, Accountant, Economic Development & Housing February 15, 2023 2 Any persons in need of the verbatim record of the meeting may request a copy of the audio recording from the Collier County Growth Management Department. 1. CALL TO ORDER & PLEDGE OF ALLEGIANCE Chairman Trachtenberg called the meeting to order at 8:30 a.m. 2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF A quorum of eight was present. 3. APROVAL OF AGENDA AND MINUTES a. Approval of today’s agenda Vice Chairman Hruby made a motion to approve the agenda. Second by Ms. Waller. The motion passed unanimously, 8-0. b. Approval of January 17, 2023, AHAC meeting minutes Ms. Waller made a motion to approve the January 17, 2023, meeting minutes. Second by Commissioner Chris Hall. The motion passed unanimously, 8-0. 4. INFORMATIONAL ITEMS AND PRESENTATION a. Presentation by Andrew VanValin – Pulte Family Foundation [Mr. VanValin, Senior Manager of Acquisition and Development, and Jeff Bookstein, VP of Development, detailed a PowerPoint presentation via Zoom about Nuestra Señora de la Vivienda Community Foundation in Immokalee, a proposed 200-home affordable housing community.] The following points were made: • Pulte Family Foundation, a charitable foundation for the Pulte family, is under contract to purchase an Immokalee site for affordable housing rental community that will sit on 50 acres at the corner of Westclox Street and Carson Road. The site is owned by the Collier family. • Current zoning is agricultural with a mobile-home overlay. Current land use is high residential, eight units per acre. • Proposed zoning will be a Mixed-Use Planned Unit Development that will allow for 250 homes, but they will build 200 and set aside three acres for an early education center for up to 250 students. They’re speaking with Pathways Early Education Center of Immokalee to facilitate that. Pulte will fund, but it will be built by a third party. • Pulte set up the Nuestra Senora de la Vivienda Community Foundation to self-manage the property and learning center. Any extra money would go to scholarships, community events, programming and staffing. • Social workers and staff who know the community’s needs and resources will be hired. • It will follow a traditional model with streets and will be built in five phases. • There will be 159 detached single-family homes, 40 townhouses across 10 buildings and 434 parking spaces, not including the school parking; 12.5 acres will be preserved, with a 5.5-acre retention lake. There will be a community center and playground. • They’ll meet with county staff on Friday. • They hope to get rezoning approval by year’s end, followed by closing. Construction is set for early 2025. Residents will be able to move into Phase 1 in early 2026. • They plan 60% AMI or less for 170 units in the PUD, but plans are to have a higher mix restricted to 30% AMI, with some at 50% and 60%. February 15, 2023 3 • The transitional format ensures residents won’t be “restricted” out/priced out. • They’re not seeking density bonuses or other programs. • A three-bedroom house would serve a family of four and rent for just under $800 up to $1,100 monthly. • Homes will have a covered front porch, a patio, three bedrooms and two bathrooms. A discussion with AHAC members and staff ensued and the following points were made: • They have the ability to request 400 units by right, but decided on 200. • The mission is to house Immokalee’s lowest low-income families. • They plan to keep rents low. About 50-60% would be at the 30% AMI level. • They hope to move up the timeline. It’s a 15-day zoning review. Staff is supportive of the project because the developer is only asking for half the density, with 60% of income levels in most need. • The timeline could be shortened with timely submissions and staff working aggressively. The county has no control over state and South Florida Water Management District permitting. Staff could get this to the Planning Commission and Board of County Commissioners on a reduced timeline from that November timeline. • Predevelopment costs are being paid for by the Pulte Family Foundation. The intent is to pay for vertical construction by raising philanthropic funds. • They’re in conversations about alternative funding, such as low-income tax credits and government monies. They want to avoid debt service. • They’re looking at a $40- to $45-million project cost, with $7- to $8 million paid for by the Pulte Family Foundation through the land predevelopment and development costs. • They want to keep rents significantly below market because they know residents are living in trailers with limited space. • The goal is to keep AMI and rentals low. The document specifies 30 years, but they don’t plan to sunset those terms and they can change that to “in perpetuity.” • They understand that private equity funds can destroy affordable-housing communities and want to avoid that. • They don’t know if it’s possible to allow AMI to be escalated in the future and know that 80% of AMI is a struggle for many. That’s why they won’t build 250 units. • They received county comments on February 22. Most involved access points, sitescape and inverted-crown roadway; staff will share that letter with AHAC members. Chairman Trachtenberg told them to thank the Pulte Family Foundation for this responsible, necessary addition to the community. b. Presentation by CIG Communities - Jenna Buzzaco-Foerster [Ms. Buzzaco-Foerster detailed a PowerPoint presentation about Ascend Naples.] Ms. Buzzaco-Foerster told the AHAC: • CIG Communities is a Cincinnati-based company with ties in southwest Florida. • Ascend Naples is a proposed multi-family rental community on 17.5 acres along Vanderbilt Beach Road, a half-mile east of Logan Boulevard. • This will be CIG Communities’ second project in Collier County. The first was unanimously approved by the BCC in 2021, Blue Coral, which has a similar percentage, 30% affordable units. • Ascend Naples is projected to have 208 rental units, 30% of which will be affordable; 15% will be set aside for families making less than 100% AMI and 15% will be set aside for families making less than 80% AMI. • The increased density, 208, is due to providing affordable housing units. February 15, 2023 4 • They’re focusing on essential workers, such as teachers, first responders, healthcare workers and others so they can live in the community they serve. • The property is currently zoned for Estates and we’re asking for a Growth Management Plan amendment to create a land use to allow this housing. • The housing won’t exceed the county’s two-story building height restriction. • The big-home residential structure is consistent with the Golden Gate Area Master Plan and is compatible with the surrounding neighborhood, with preserves throughout that will create a wildlife habitat. • Community access will be limited to Vanderbilt Beach Road, with no access to Cherrywood Drive. • All residents will have access to amenities, such as a pool and a club room. There also will be some private parking garages and storage. • There will be one-, two- and three-bedroom units. Rents will range from $1,362 to $3,600. • This project is important because there aren’t many housing or rental communities east of Collier Boulevard. As the need for housing grows, it’s incumbent that housing is distributed throughout the county. • Ascend Naples will serve a growing population in eastern Collier County, where there are more work sites, and people will have a shorter drive to work and traffic will be reduced. • CIG has had two Neighborhood Information Meetings, one virtual and one in person. Both were well attended and provided good feedback. • It went through two rounds of staff review/comments. They’re awaiting more comments. • Once that’s complete, we’ll go to the Planning Commission and Board of County Commissioners. • We’re seeking AHAC’s support for the project and location. During questioning by AHAC members, the following points were made by CIG and staff: • The NIM feedback showed concerns over traffic and Cherrywood Drive, which isn’t an access point. There also were concerns about wildlife and preserves so more buffers, a minimum of 75 feet, will be added in the backend to the south. • CIG isn’t seeking an affordable-housing density bonus. It’s seeking a GMP amendment and proposing to do 30% affordable housing. • There are two routes to increase density – through the Affordable-Housing Density Program in 2.06 of the LDC or a GMP amendment. CIG chose the GMP amendment. When a developer wants to increase density above what they would be eligible for, the county seeks 22.6 units, or 22.6% of the units. • CIG is putting the focus on Vanderbilt Beach Road, a major collector road. There’s a strong push from that neighborhood, which is contending it’s changing the character of the Estate Zoning District. Staff believes the character of the Estate Zoning District already has been altered by the cemetery. • CIG is segmenting itself off from that existing neighborhood. There are no access points to the existing residential community. • Staff expects a strong push by residents at the Planning Commission and BCC meetings. • The rendering blends more into the Urban Estates dynamic and surrounding area and is across the street from Island Walk. Current density is one unit per 2.5 acres; this would be 20-22 units per acre. • CIG is waiting for staff comments and is about to break ground on another project. 5. PUBLIC COMMENT Michael Puchalla, executive director of the Collier Community Land Trust and HELP, provided a report on pending legislation, Senate Bill 102: • This will impact affordable housing and was initially put forth by Sen. Passidomo. February 15, 2023 5 • It’s labeled the Live-Local Act and is moving quickly after being introduced on January 26. It passed the Community Affairs Committee on February 8 and moves to the Appropriations Committee on February 22, the full Senate in March and, if passed, it will become effective July 1. • This would produce many positive changes, including additional funding to the Florida Housing Finance Corp., the state housing finance agency, so that means additional sale and SHIP money and creative financing that could be tapped into. • What’s important locally is LDC changes. We’re ahead of the curve because there’s some language that says local governments might be pre-empted at the state level if they’re not doing things like we’re talking about. • He provided summary information for future AHAC discussion and offered to look into local impacts. • It proposes an ad valorem property tax exemption for affordability levels. That’s a tool the county could utilize for projects such as CIG, as long as 70 units are affordable. • It doesn’t have to be the deep 60-80% AMI. You can go up to 120% and get a tax exemption through this model. There are some intriguing things that are being proposed. • They’re putting $711 million into this to produce more affordable apartments and home ownership units. Chairman Trachtenberg told the AHAC: • He discussed this with Sen. Passidomo five weeks ago, before she proposed her plan, and reviewed AHAC’s priorities with her. • They discussed Collier County and she agrees many of the constraints we have are not state issues, but county issues that other counties are handling effectively. • She is encouraging Collier to follow Tampa, Saint Petersburg, Orange County, Lee County, City of Fort Myers, etc., and to promote affordable housing more. • What’s unclear is what will be compelled versus voluntary. The message from the BCC is that the primary voices they hear don’t support more affordable housing. It’s our job to make them aware of the growing importance. • He would like to hear a follow-up report. • The idea that there may be some property-tax offsets for affordable housing is exciting, whether the state mandates it or whether it’s up to the BCC. • The idea that more counties are using ad valorem funds and that Sarasota County has now changed its impact fee rules and is actually charging impact fees based upon the AMI percentage. Those are exciting things that help us solve part of our affordable housing crisis. • The Land Trust is part of the solution here. Mr. Puchalla said the level of interest from the county’s development community has grown. He’s had conversations with at least five high-level, high-capacity developers and many do both, mixed-income market rate that provides a level of affordability, and also low-income housing tax credits. If we can get some certainty in the process, they’d be excited to come here. If the policies are set right, the private sector will produce the units that you need. Chairman Trachtenberg said we need height, density and better zoning. He gets daily emails from the YIMBY (Yes, In My BackYard) website that detail amazing projects in Florida, including 80 units, 100 and 200 units. They’re built higher and with greater density than Collier County allows. He believes we will need those changes and need to be willing to have the same look as projects being built elsewhere. February 15, 2023 6 6. DISCUSSION ITEMS a. Subcommittee Recaps [Mr. Giblin passed out an outline of the discussions at both subcommittee meetings.] 1. AHAC Bylaws (Strategy) Subcommittee Meeting Mr. Giblin reported that the Bylaws Subcommittee agreed that: • Bylaws are focused more on the legality of how a committee is set up, its operating rules of engagement, and not so much on what they tackle. The subcommittee decided to change its name to work plan or strategy subcommittee. • The AHAC is more interested in a work plan to vet ideas that could go to the community as a sounding board. • It should develop permanent, recognized linkages to county boards and processes, such as the DSAC, Planning Commission and BBC. It’s working on formalizing linkages. One involves having an AHAC member attend those meetings as a sitting member. Both the BCC and Planning Commission are represented on the AHAC. • The AHAC could advise the BCC on affordable-housing developments and proposed code changes that promote housing affordability, including making presentations as developments work their way through the entitlement process. If a development asks for something the community feels is out of character, AHAC’s support at public hearings would go a long way. When code changes are proposed to encourage or make housing affordability more accessible, or if a proposed code change would have a negative impact on housing affordability, AHAC could weigh in. • The public is looking at the AHAC to be a public source of advocacy and community education. We’ve done some of that with www.colliercountyhousing.com, and more public-facing engagements through a third-party PR company. • The AHAC should be a public sounding board for the community so it can bring issues to the attention of elected officials. • There are various ways to formalize those three points. One is through the annual incentive report AHAC is statutorily required to present to the BCC. It can provide a workplan for the year or if the AHAC wants to work on height, density or other issues, the incentive report can address those. • The AHAC could offer workshops to establish a mission statement and come up with a one-year plan, a three- or five-year plan on what it wants to establish. A discussion ensued and the following points were made: • The subcommittee wants a broader incentive report than what the statute requires. • It wants to expand the AHAC’s mission, especially with advocacy and outreach. • We need to be proactive and have connectivity early on to track code changes and LDC changes before it’s too late in the process. • The AHAC members need to attend meetings to inform the public that affordable housing is not social welfare. It’s an important economic-development issue. • We need to make the community aware of what’s going on. Residents care about affordable housing. • BCC members want us to be a team member with county staff. The more the BCC looks to the AHAC as part of the solution, they’ll be more likely to follow its lead. • Catching code changes earlier will be easier now under the new county structure, with economic development and the housing division in the GMD building. All code changes come through Mr. Giblin for a comment. • The subcommittee wants another meeting to finalize its ideas. February 15, 2023 7 Chairman Trachtenberg asked Mr. French to explain the DSAC’s function. Mr. French reported that: • The Development Services Advisory Committee was created more than 30 years ago after the BCC recognized the development community’s impact and that our markets are oversaturated with that workforce because the demand is consistently there. • DSAC is a collaboration of various elements of construction and development, from environmental, engineering, architecture and landscape architects, and general contractor and residential contractors. It’s a representation of all construction fields. • It’s become one of the most functional advisory committees to the BCC because it recognizes the community demand and sentiment and provides good feedback. • Staff’s goal is to work with the DSAC to recognize their challenges and avoid being part of the challenge. The DSAC values that. Prior administrations had a closed-door policy. We now share information and there’s open communication. • DSAC bridges the gap between the development community and affordable housing can’t exist without that. A discussion ensued and the following points were made: • An AHAC member would be welcome at a DSAC meeting. • Ms. Faron agreed to attend the DSAC meetings and to provide a report to the AHAC; she will be introduced to DSAC members. • Staff will ask the County Attorney if the code can be amended to allow an AHAC member to sit on the DSAC. • The AHAC also would be happy to have a non-voting seat at the DSAC. • Mr. French agreed to finalize the details and provide them to the AHAC. 2. AHAC Surtax Subcommittee Meeting Mr. Giblin provided a summary of the subcommittee meeting: • There was a strong desire to ensure that projects coming out of surtax funding be 100% affordable, although the statute allows a minimum of 30%. The subcommittee wants to maximize the impact of the funding. • Lands should be targeted for those in greatest need, which may fluctuate as economic conditions change within the county. • The focus now is rental housing at the lower-income levels. • The cost of a property can’t exceed the appraised land value. • The subcommittee reviewed a scoring matrix that would give positive and negative points, as well as preference for properties not in a Disaster-Evacuation Zone. • The preference would be for properties served by utilities or that can be easily hooked up to utilities. • The preference would be a property with fewer wetlands. • A preference would be proximity to transportation centers, arterial roads, collector roads and bus stops. • If a property is shovel-ready, it would get preference points. • Is it in the AH Zone or an X Zone, or do we want to exclude properties that are in velocity zones? It may not make sense to put affordable housing in extremely dangerous areas. • The subcommittee’s mission was to develop parameters for the land. • Discussions focused on how many affordable units, percentages of AMI, what developers and what densities are needed. • Who finds the land, a developer or the county? The subcommittee wanted to leave that February 15, 2023 8 open for the county’s Real Property Division to do its job but be open if a developer provided a property and plan. That may open a property up for additional grants from HUD or the state. • An affordable housing developer may have more insight on what makes a good or bad property. • When you marry those two ideas with preferences on wetlands, velocity zones and flood areas, we would have a vetting process through the county’s RFP on marrying the land and the deal. A discussion with AHAC members and staff ensued and the following points were made: • The subcommittee felt strongly that the deal and the land had to go together at some point and they should allow both processes to play out without favoring one to vet the deal. They’ll leverage the money as highly as possible to get the greatest density. • The subcommittee favored the RFP process rather than the county identifying land, acquiring it and then initiating an invitation to do something with it, as opposed to a developer coming in with an idea about what they want to accomplish. The latter seems like a quicker process. • The intent is to create a scoring mechanism to maximize the density and ensure the location. They will eliminate the VE Zones, where there would be three feet of storm surge, in addition to wave height. Staff recommends not considering those areas. Federal and state guidelines advise against it. • We can consider areas with surge, but not wave motion. • The cost is too high to build in a VE Zone. • Staff will come back with the scoring matrix and proposed RFP and the subcommittee will meet again to discuss those ideas. b. Request for AHAC Representation on Review/Ranking Committee • Grant applications provided for review on February 27 • In-Person presentations March 15 and 16 at GMCDD Chairman Trachtenberg said Ms. Waller agreed to represent the AHAC as part of the review and ranking committee, a two-day, in-person representation. 7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS Mr. Giblin provided a report about the February 14 BCC meeting: • A request from the developer of the apartment building on the Golden Gate Golf Course to have impact fees paid by the county General Fund or an alternate funding source was continued to another meeting after a discussion and a need for research. • The developer is experiencing escalating construction costs and is looking for other ways to make the deal work. It will be heard at the next BCC meeting. A discussion ensued and the following points were made: • The county agreed to speak with developer Steve Kirk about alternative ideas. • The County Manager now realizes its impact-fee deferral program is not working, so they’re working on it to develop recommendations. • When Urban Neighborhoods developer Steve Kirk requested impact-fee relief, he made it clear it doesn’t work if you’re financing for 30 years and must pay it off in 10. • More communities are using general funds to pay impact fees for affordable housing. Collier County should consider that. February 15, 2023 9 Mr. Giblin provided a history of the county’s impact-free program: • Originally, impact fees were deferred for six years for rental units. • It was structured so a developer would purchase a T-bond, a T-strip that would mature to the full value of the impact fees in six years. The developer’s incentive was the interest on the impact fees over six years. If impact fees when you built were $1 million, you could buy a T-bill for $600,000 that would mature to $1 million in six years. It was cashed in to pay the impact fees. • The incentive was intended to be that time value of money, the cost savings. The intent wasn’t a balloon payment in 10 years. • It later moved to six years and nine months to coincide with coupon trading and how long that took to cash. It was then extended to 10 years to be better for interest. • It’s different now. The county can restructure it and do a full 10-year deferral or five- year deferral. The County Attorney said when you get more than 10 years, it’s no longer a deferral in legal terms. It’s more of a grant, and when you start doing that, you have problems with fair-treatment clauses in the impact-fee structure. Staff is looking into that. Chairman Trachtenberg noted that for the last two years, the AHAC has been more focused on the deferral period and the period of affordability being in sync, but that acknowledges a different level of responsibility as to who’s paying the impact fees and that the county has a greater role in supporting affordable or workforce-housing projects. We are clearly moving in a different direction than the original deferral program. Mr. Giblin continued his discussion about the BCC meeting, reporting that: • Commissioner Saunders requested that the county take on the expense of the soil testing and any soil remediation for the entire golf course property, which includes the housing section and what will remain the golf course, the Big Shots entertainment complex and the veterans nursing home. • After much discussion, the county agreed to take on testing costs for the entire project and make a commitment to take on remediation costs for the nursing home and golf course sections. The county will get an estimate on the remediation costs for the housing section and the Big Shots entertainment section. Based on the estimates, the county may agree to pay for remediation or see if the developers can work out how to include it in their costs. A discussion ensued and the following points were made: • County Clerk Crystal Kinzel said she wanted to look at the contract to determine what responsibilities were assumed under the contract terms. • The county will now mandate that environmental testing be conducted on all properties it purchases. • The impact fee is a big deal for Steve Kirk, but Big Shots can remove that soil and build a driveway on top. The threshold for occupancy of residential is much lower than commercial as it pertains to toxins. • The AHAC is troubled that Moorings Park Foundation, the Schultz Family Foundation and Collier Foundation, which have collectively invested more than $10 million in this property, probably won’t invest more in affordable housing. • Commissioner Chris Hall told them not to give up. • The right people weren’t involved at the time and the investor didn’t understand the environmental laws. The county is culpable. • The county legal department will probably have to take a position on whether the contract is in default or is resolvable. February 15, 2023 10 • Developer Steve Kirk is working hard to fulfill his obligations. The past few years have been extremely challenging in terms of interest rates and construction costs. • The general fund is taxpayer money so we may be able to defer impact fees to allow him to get financing. We need to look at creative solutions first. • The Schultz Family Foundation said we can apply for a grant for appliances, but not construction. Two other foundations said what’s holding them up is what occurred at the golf course. • We need to use this as a lesson to move forward and get the right team together. • Commissioner McDaniel asked the BCC yesterday to allow guest house rentals in properties in the Urban Estates west of County Road 951. There was a discussion about limiting adjacent dwelling units to rental affordable housing units. The BCC asked Commissioner Hall to bring it to the AHAC and not limit it to Urban Estates. • The Florida Housing Coalition has done a lot of research on that and other communities statewide have done it. It’s a recommendation in the affordable housing state statutes. But there is an issue that a property owner could lose the homestead exemption by renting a guest house. 8. NEW BUSINESS None 9. ADJOURN Ms. Waller made a motion to adjourn. Second by Commissioner Chris Hall. The motion passed unanimously, 8-0. 10. NEXT MEETING DATE 8:30 a.m. March 21, 2023 Conference Room 609/610 Growth Management Community Development Department There being no further business for the good of the County, the meeting was adjourned by the order of the chairman at 10:41 a.m. COLLIER COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE ______________________________________ Joe Trachtenberg, Chairman Collier County Housing Trends December 2022 $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 $450,000 $500,000 $550,000 $600,000 $650,000 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 Collier County's home prices rose much more sharply than the state during the mid-2000s housing boom. The county median price peaked at $606,000 , compared to $337,000 statewide (2021 $). The county median home price fell sharply during the recession, but exceeded the state median by nearly $100,000 even at its lowest point. The county has returned to boom-era prices (median $600,000 in Q1-2 2021, compared to $325,000 statewide). Collier County home prices consistently exceed statewide prices. Adjusted for inflation, prices in the county are back to mid-2000s boom era levels. Source: Shimberg Center analysis of Florida Department of Revenue, Sales Data Files. All values in 2021 dollars to correct fo r inflation. Median Single Family Home Sale Price, Collier County & Florida, 2001-2021 (2021$) Collier County Florida Collier County added thousands of rental units between 2012 and 2021, but the increase was concentrated in units with rents above $1,000 (2021 dollars). Units by Gross Rent Above/Below $1,000 (2021 $), Collier County, 2012 & 2021 Source: Shimberg Center tabulation of U.S. Census Bureau, 2012 and 2021 American Community Survey. Year 2012 rents adjusted to 2021 dollars using Consumer Price Index. Net increase 2012-2021: 11,723 rental units $1,000+ units grew by nearly 16,000 Change in units below $1,000 not statistically significant $1,000 or Less $1,000 or Less More than $1,000 More than $1,000 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 2012 2021Rental Units Affordable Housing Terminology Housing is usually considered to be affordable if it costs no more than 30% of household income. Cost burdened: Paying more than 30% of income for owner or renter costs Severely cost burdened: Paying more than 50% of income Area median income (AMI):Used to create standard income measures across places and household sizes, expressed as % AMI Example: 2022 Collier County Income (% AMI) and Housing Cost Limits Income level Annual income range (1-4 person household) Hourly wage, 1 full-time job Hourly wage, 2 full-time jobs Max. affordable monthly housing cost (1- 3 bedroom unit) 50% AMI $33,050-47,150 $16-$23 $10-$12 $885-$1,226 80% AMI $52,880-75,440 $25-$36 $13-$18 $1,416-$1,962 120% AMI $79,320-113,160 $38-$54 $19-$27 $2,124-$2,942 http://flhousingdata.shimberg.ufl.edu/income-and-rent-limits Households at all income levels experience cost burden in Collier County, but the highest prevalence of cost burden is among very low-income owners and renters. Source: Shimberg Center tabulation of U.S. Census Bureau, 2021 American Community Survey. Households by Tenure, Income (% AMI), and Cost Burden, Collier County, 2021 13,130 8,216 13,158 13,295 6,952 4,976 5,446 9,734 69,682 2,137 3,582 13,634 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 0-50% AMI 50.01-80% AMI Above 80% AMI 0-50% AMI 50.01-80% AMI Above 80% AMI Owners RentersHouseholds Cost Burdened (more than 30% of income for housing)Not Cost Burdened Affordable/Available Units Compares number of renter households in an income group (0-30% AMI, 0-60% AMI, etc.) with supply of rental units Affordable: with rent at or below AMI rent limit (30% monthly income) Available: vacant or occupied by income-qualified household (at or below AMI income limit) Collier County Affordable/Available Units Number of Affordable Units, Affordable/Available Units, and Renter Households by Income, Collier County, 2021 Source: Shimberg Center tabulation of U.S. Census Bureau, 2021 American Community Survey. Excludes student-headed households/units and substandard units. 1,638 2,189 4,115 7,762 18,608 34,986 2,844 3,607 4,260 5,478 8,759 6,713 6,524 11,563 15,371 18,794 25,680 34,081 - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 0-30% AMI 0-40% AMI 0-50% AMI 0-60% AMI 0-80% AMI 0-120% AMI Units, Affordable not Available (Occupied by household above income threshold) Units, Affordable and Available (Occupied by household at or below income threshold or vacant) Total Renter Households in Income Group Housing costs outpace wages for many occupations. Collier County housing wage: $26.46/hour A full-time worker would need to earn this amount to rent a typical 2BR apartment (HUD Fair Market Rent 2021: $1,376/mo). Median wage for Collier County, 2021: $18.27/hour. A full- time, year-round worker with this wage can afford $950 in rent. Sources: National Low Income Housing Coalition, Out of Reach; Shimberg Center tabulation of Florida Department of Economic Opportunity, Occupational Employment and Wage Statistics $500-699 •Cashiers •Childcare Workers •Farmworkers •Home Health and Personal Care Aides •Waiters and Waitresses •Janitors •Maids and Housekeepers •Laundry and Dry-Cleaning Workers •Retail Salespersons $700-899 •Hotel Desk Clerks •Preschool Teachers •Substitute Teachers •Nursing Assistants •Landscaping and Groundskeeping Workers •Security Guards •Receptionists and Information Clerks •Mental Health and Substance Abuse Social Workers •Cooks •Customer Service Representatives •Pharmacy Technicians •Tellers •Paramedics •Veterinary Technologists and Technicians •Hairdressers •Construction Laborers $900-1,200 •Medical Assistants •Office Clerks •Secretaries and Administrative Assistants •Light Truck Drivers •Painters •Roofers •Child, Family, and School Social Workers •Heavy and Tractor-Trailer Truck Drivers •Auto Mechanics •Correctional Officers •Carpenters •Dental Assistants •Plumbers, Pipefitters, and Steamfitters •Electricians How much can workers afford to pay for housing each month? Source: Shimberg Center tabulation of Florida Department of Economic Security, Occupational Employment Statistics and Wages. Based on median wage for occupations in Jacksonville MSA. Assumes full-time worker, 30% of income spent on housing costs. 0 20 40 60 80 100 120 FilingsEviction & foreclosure filings fell sharply in spring 2020 during state moratorium, then increased when filings were permitted again. Filings remained lower in 2021 but have returned to historic levels and above in 2022. Eviction & Foreclosure Filings, Collier County Source: Shimberg Center tabulation of filing data from Florida Clerks & Comptrollers and Office of the State Courts Administrator. Florida moratorium begins FL moratorium limited, allows filing Evictions Foreclosures CDC eviction moratorium ended OUR Florida rental assistance program closes CDC eviction moratorium begins Florida moratorium lifted Building a Local Housing System: The Affordable Housing Continuum Supportive Housing (affordable units + services) •Homeless •Older adults •People with disabilities •Other special needs Affordable rental housing •Public housing •Subsidized (Florida Housing, HUD, USDA) •Vouchers •NOAH (Naturally Occurring Affordable Housing) Affordable home ownership •Shared equity (e.g. community land trust) •Down payment assistance •Low-interest loans •Affordable construction •Home rehab and weatherization Contact Shimberg Center for Housing Studies 352-273-1192 Main site: http://www.shimberg.ufl.edu Data clearinghouse: http://flhousing.data.shimberg.ufl.edu 2 Incentive Strategies Report Template Affordable Housing Advisory Committee Report to Board of County Commissioners SHIP Affordable Housing Incentive Strategies SUBMITTED TO: COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS SUBMITTED TO: Rob Dearduff FLORIDA HOUSING FINANCE CORPORATION DATE SUBMITTED: 12/13/2022 PREPARED BY: ECONOMIC DEVELOPMENT & HOUSING DIVISION AND COMMUNITY & HUMAN SERVICES DIVISIONS & AHAC BACKGROUND As a recipient of State Housing Initiatives Partnership funds, Collier County established an Affordable Housing Advisory Committee in 1993 (Ord 93-19) and repealed and replaced early versions with Ord.2013-27 as required by the Florida Statutes, Sec. 420.9076. The AHAC is responsible for reviewing and evaluating local plans, policies, procedures, land development regulations, the Comprehensive Plan, and other aspects of the City/County housing activities that impact the production of affordable housing. Further, the AHAC is specifically directed by the SHIP Statute to consider and evaluate the implementation of the incentives set out at Florida Statues, Sec. 420.9076 (4)(a)-(k). Based on the AHAC evaluation, it may recommend to local government that it make modifications of, exceptions to, or creation of new plans, policies, procedures, and other governing vehicles which would encourage production of affordable housing. As approved by the Collier County Board of County Commissioners, the recommendations are used to amend the Local Housing Assistance Plan and the local Comprehensive Plan Housing Element. COMMITTEE COMPOSITION The Board of County Commission appointed or re-appointed members to the Committee via Ordinance 2020-27 recognizing the requirement to appoint an elected official and on November 8, appointed three new members and one re-appointment. Florida Statues, Sec. 420.9076 (2) lists the categories from which committee members must be selected. Each AHAC must have a locally elected official from the county or municipality participating in the SHIP program. The locally elected official must be a City or County Commissioner. The elected official will count as a member of the AHAC for purposes of meeting the number of members requirements. There must be at least eight committee members with representation from at least six of the following categories: (a) A citizen who is actively engaged in the residential home building industry in connection with affordable housing. (b) A citizen who is actively engaged in the banking or mortgage banking industry in connection with affordable housing. 3 (c) A citizen who is a representative of those areas of labor actively engaged in home building in connection with affordable housing. (d) A citizen who is actively engaged as an advocate for low-income persons in connection with affordable housing. (e) A citizen who is actively engaged as a for-profit provider of affordable housing. (f)A citizen who is actively engaged as a not-for-profit provider of affordable housing. (g)A citizen who is actively engaged as a real estate professional in connection with affordable housing. (h)A citizen who actively serves on the local planning agency pursuant to s. 163.3174. If the local planning agency is comprised of the governing board of the county or municipality, the governing board may appoint a designee who is knowledgeable in the local planning process. (i)A citizen who resides within the jurisdiction of the local governing body making the appointments. (j)A citizen who represents employers within the jurisdiction. (k)A citizen who represents essential services personnel, as defined in the local housing assistance plan. The appointed AHAC Committee members are included here, along with their category affiliation. Name Category Represented Date Appointed 1 Rick LoCastro Elected Official 1/12/2021; 1/11/2022 2 Mary Waller Resident in Jurisdiction (RE) 11/15/16; 10/27/20 3. Arol Buntzman Non-Profit Provider 11/8/2022 4. Jennifer Faron Real Estate Professional 11/8/2022 5. Todd Lyon Essential Services Personnel 11/8/2022 6 John Harney Advocate for Low Income Persons 10/27/2020 7 Joseph Trachtenberg Employer within Jurisdiction 5/25/2021 8 Paul Shea Member of Planning Commission 5/25/2021 9 Gary Hains Labor engaged in home bldg 1/22/2019; 12/14/2021 10. Stephen Hruby Residential Home Bldg Industry 11/8/2022 11 Jessica Brinkert Resident in Jurisdiction 12/14/2021 AFFORDABLE HOUSING RECOMMENDATIONS The AHAC has reviewed local government plans, policies, and procedures; ordinances; regulations; statutes; and the comprehensive plan, among other documents applicable to affordable housing, for evaluation of their impacts on affordable housing. Further, the AHAC has specifically considered and evaluated the strategies set out at Florida Statues, Sec. 420.9076 (4)(a)-(k). Based on this review and evaluation, the AHAC has formulated recommendations 4 to the County Commission that it incorporates into its housing strategy certain changes designed to encourage production of affordable housing. The AHAC, from its review, consideration, evaluation, and recommendations, drafts and submits this report to the County Commission and to Florida Housing Finance Corporation, which details the scope of its work and the resulting recommendations. From the review and evaluation of the local government documents, the AHAC makes these recommendations to the County Commission that it incorporate into its housing strategy the following: RECOMMENDATION 1 Meeting Synopsis: The County’s Affordable Housing Advisory Committee (AHAC) has reviewed various staff and consultant (Johnson Engineering) recommendations to provide development standards and regulatory relief for housing that is affordable. Eight (8) development standard deviations were approved by the BCC via Ordinance #2021 - 05 on February 9, 2021. AHAC has reviewed and provided input on four (4) additional initiatives during the 2nd and 3rd quarters of 2021. Existing Strategy: None AHAC Recommendation: Adoption of four (4) Regulatory Relief Initiatives spearheaded by CHS consultant, Johnson Engineering. These Initiatives include (a) permit housing that is affordable by right in Commercial Zoning Districts, (b) increase allowed density in Activity Centers from 16 upa to 25 upa, (c) for any properties designated as Strategic Opportunity Sites (SOS) allow a maximum density of 25 upa, (d) establish a policy to encourage higher density along transit corridors. Schedule for Implementation: These 4 initiatives are currently under staff review. Proposed public hearings before the Planning Commission and BCC are anticipated in the fourth quarter of 2022. RECOMMENDATION 2 Meeting Synopsis: Existing Strategy: AHAC Recommendation: Schedule for Implementation: The AHAC has reviewed, considered, and evaluated the following the strategies provided in the SHIP Statute at Florida Statutes, Sec. 420.9076 (4): (a) The processing of approvals of development orders or permit, as defined in Florida Statutes, Sec, 163.3164(7), (8), for affordable housing projects is expedited to a greater degree than other projects. (b) The modification of impact-fee requirements, including reduction or waiver of fees and alternative methods of fee payment for affordable housing. (c) The allowance of flexibility in densities for affordable housing. (d) The reservation of infrastructure capacity for housing for very low-income persons, low-income persons, and moderate-income persons. (e) The allowance of affordable accessory residential units in residential zoning districts. (f) The reduction of parking and setback requirements for affordable housing. (g) The allowance of flexible lot configurations, including zero-lot-line configurations for affordable housing. (h) The modification of street requirements for affordable housing. (i) The establishment of a process by which a local government considers, before adoption, policies, 5 procedures, ordinances, regulations, or plan provisions that increase the cost of housing. (j) The preparation of a printed inventory of locally owned public lands suitable for affordable housing. (k) The support of development near transportation hubs and major employment centers and mixed-use developments. EXPEDITED PERMITTING Meeting Synopsis: Issue was discussed on September 13th and October 4, 2021. One AHAC member indicated that Pasco County has successfully used Accela Automation software to manage coordination of all elements of process and approvals for property development. These changes have cut review times and cost for development and have led to greater interest and participation by builders and developers in Pasco County. Existing Strategy: Collier County has had an Expedited/Fast Track permitting process in place for housing that is affordable since 2007. Based upon AHAC and community stakeholders’ input during the development of the 2017 Community Housing Plan (CHP), the Expedited Permitting process was reviewed and updated with the adoption of Resolution 2018-40 on February 27, 2018. AHAC Recommendation: No changes recommended at the present time. Schedule for Implementation: Resolution 2018-40 has been implemented and affordable housing developers have successfully utilized the improved process. MODIFICATION OF IMPACT FEES Meeting Synopsis: Impact Fees were discussed September 13th and October 4, 2021. Some members were aware of communities that base impact fees on the square footage of each home, thereby having a lower impact fee for housing that is affordable. Other members indicated that discounting impact fees would be helpful for reduction of the total cost of homes that are affordable. However, eliminating impact fees can led to a structure which does not provide enough revenue to provide the basic infrastructure necessary to cover the cost of streets, water, sewer, etc. Homes that are affordable should make a contribution to the infrastructure of the community. Other members have noted that the current Impact Fee Deferral system does not work well for affordable rental housing development and should be modified to better match the financing timeframes of Low-Income Housing Tax Credit (LIHTC) properties and other affordable rental developments. Existing Strategy: Collier County has had an Impact Fee Deferral program in place for housing that is affordable since the late 1980s. Based upon recommendations from the 2017 Community Housing Plan, the Impact Fees Deferral program was modified and improved via Ordinance #2018-28 on February 27, 2018. AHAC Recommendation: In 2023, implement and support an Impact Fee Deferral Pilot Program utilizing approximately $4 million in American Rescue Plan funds received from the United States Treasury through the State and Local Fiscal Recovery Funds to support long term affordable rental housing. Further, it is recommended that the County should review opportunities to increase the length of deferral period available for rental housing to align with various financing sources. Schedule for Implementation: Collier County Board of Commissioners have approved $4,114,137 in funds under project CC4.4 in the American Recovery plan to support developments principally financed with Low -Income Housing Tax Credit Projects, Tax Exempt Bond Financing or other qualifying affordable housing developments. During the first quarter of 2022, consider fact finding and rental housing developers needs related to the existing Impact Fee Deferral program. Determine when Collier County consultant is scheduled to review countywide Impact Fee programs. FLEXIBLE DENSITIES 6 Meeting Synopsis: Densities have been discussed in relationship to the Johnson Engineering regulatory relief proposals in the spring and summer of 2021 and at the September 13th and October 4, 2021 meetings. One member of AHAC wanted to ensure that green space would continue to be a requirement along t he transit corridors. Development of up to twenty-five units per acre, without provision for significant green space of any kind, may cause public outcry against "excessive urbanization", which may be considered out of character for Collier County. Existing Strategy: Throughout most of Collier County, residential zoning has a base density of 4 units per acre. Collier County has had an affordable housing density bonus program since 1990 Ord.#90-89. As a result of the 2017 Community Housing Plan and AHAC, Collier County amended its Land Development Code to increase density for units that are affordable through Ordinance #2019-02 adopted February 12, 2019. The Affordable Housing Density Bonus (AHDB) program now provides up to 16 units per acre. Applicants that have requested additional density above base residential zoning and which require a Growth Management Plan Amendment have been recommended by the Collier County Planning Commission and required by the Board of County Commissioners to set aside a minimum number of units in proposed developments to made affordable for a minimum of 30 years to households earning at or below 120% of the Area Median Income. AHAC Recommendation: Recommend approval of the proposed regulatory relief initiatives to increase density in Activity Centers from 16 upa to 25 upa, on sites designated as Strategic Opportunity Sites allow a maximum density of 25 upa and adopt a Transportation Policy to prioritize higher density along transit corridors. AHAC further supports CPCC and Board policy that extracts a public good for those applicants requesting density with a minimum of 20% of units developed be provided to households at or below 100% of the Area Median Income and encourages the development of a written policy incorporating density and the utilization of federal, state, and local grant dollars to support the development of additional affordable housing units. Schedule for Implementation: It is anticipated that these proposed increases in density may be heard by the Planning Commission and the BCC in the first quarter of 2023. Additional density provided through Growth Management Plan Amendments are on a rolling and as requested basis. RESERVATION OF INFRASTRUCTURE CAPACITY Meeting Synopsis: Collier County does not reserve infrastructure capacity. Existing Strategy: Collier County does not reserve infrastructure capacity. AHAC Recommendation: No changes are proposed. Implementation: None PARKING AND SETBACK REQUIREMENTS Meeting Synopsis: These topics have been discussed since the development of the Community Housing Plan (CHP). Existing Strategy: The County currently has two processes where developers can request a reduction of parking and setback requirements. Deviations from existing requirements can be requested through the Site Development Plan (SDP) process or the rezoning to Planned Unit Development (PUD) process. Recommendations to modify some setback requirements for housing that is affordable were included in Ordinance 2021 -05 amending the Land Development Code, adopted February 9, 2021. AHAC Recommendation: No changes are recommended at the current time. Schedule for Implementation: None 7 AFFORDABLE ACCESSORY RESIDENTIAL UNITS Meeting Synopsis: Accessory Dwelling units are discussed from time to time when a news article is shared with AHAC members. During the September and October 2021 meetings, the following comments were received from AHAC members: There is an opportunity to create affordable housing by exploring the idea of allowing accessory dwellings in the Estates area (eastern Collier Co). It appears Pasco decided to explore the idea in 2018, while Sarasota seemed non-committal but perhaps willing to review the idea and Palm Beach allows it. I'd be interested to know where Pasco and Sarasota are on the topic at this time. Developing accessory dwelling units, while useful, are likely to be significant only for the ranchette properties in the count y. The existing four units per acre properties which comprise most neighborhoods in the county aren't big enough to have space for these residences Existing Strategy: Collier County does not allow for the rental of Accessory Dwelling Units (ADUs) LDC Section 5.03.03. The County only allows construction of “Guesthouses” on large single family lots of with a minimum lot size of 43,560 square feet. AHAC Recommendation: There is no consensus at the present time on this issue, but Accessory Dwelling Units should come back to AHAC at a future date with more information on Pasco, Sarasota, Palm Beach counties and the City of Rockledge “cottage homes”. Schedule for Implementation: Additional information and AHAC discussion should occur in the second quarter of 2023. FLEXIBLE LOT CONFIGURATIONS Meeting Synopsis: This strategy was discussed extensively with the adoption of the 2017 Community Housing Plan. At that time, it was recommended that the County consider adopting some elements of “smart code”. Through this process, amendments were made to the Land Development Code in February 2021 with the adoption of Ord. 2021 - 05. Existing Strategy: Zero lot line development is allowed in Planned Unit Development (PUDs) and as a Cond itional Use under Cluster Housing. Recently Ordinance 2021-05 clarified that Cluster Development of affordable housing does not require a Conditional Use in the RMF-6 Zoning District but is allowed by right. AHAC Recommendation: No new recommendations at the present time. Schedule for Implementation: None MODIFICATION OF STREET REQUIREMENTS Meeting Synopsis: As part of the regulatory relief proposed in the 2017 Community Housing Plan, modifications to street requirements have been discussed in 2019-2021. Existing Strategy: Historically, street requirements for affordable housing developments are considered, on a case-by-case basis, as deviations in the PUD approval process or variances in the conventional zoning process. In February 2021, Ordinance 2021-05 added a new section to the LDC to allow design deviations for housing that is affordable, including modifications to internal, privately maintained roadways and sidewalks. AHAC Recommendation: No new recommendations at the present time. Schedule for Implementation: None PROCESS OF ONGOING REVIEW Meeting Synopsis: Previous AHAC discussions on this topic included the following comments: Ongoing 8 implementation and enforcement for new processes and Land Development Code require permanent d edicated County staff. Any changes made will require monitoring to ensure the rules continue to be followed. In addition, educating and promoting a favorable environment for developers and builders will draw more partners into working in the County. Closer coordination between GMP, zoning, planning and CHS is critical for the success of process changes and approval for developments. The silos currently in place need to be broken down. The new coordination created will reduce or eliminate many of the repeated review cycles which are required today. Existing Strategy: Housing policy has been relocated from Community & Human Services under Public Services Department to into a new Division of Economic Development and Housing in the Growth Management Department (GMD). This will enable closer collaboration and communication between Housing Staff and planners in Zoning and Comprehensive Planning. Long term monitoring will remain with Community & Human Services, but will be included in and privy to affordable housing commitments drafted by the GMD. . AHAC Recommendation: No changes are purposed at this time. Schedule for Implementation: None PUBLIC LAND INVENTORY Meeting Synopsis: Public lands discussion has occurred regularly at AHAC meetings since 2018. This is a topic of great interest to AHAC members. Existing Strategy: The County’s Real Property office maintains a list of county owned properties as required by FS 125.379. This inventory is circulated to County Departments for review and determination if properties are needed to implement Department operations or program mandates. Available properties are presented to the BCC and advertised for sale in the local newspaper. In 2018, two County owned parcels known as Bembridge and Manatee were part of a Request for Information (RFI) process with multiple developers submitting proposals for the development of the 5 -acre Bembridge site. In 2019, through an ITN process, the County selected McDowell Housing Partners to construct 82 units of affordable rental housing. This project, now called The Harmony, will be completed in early 2023 and is governed by a Developer Agreement and 99-year ground lease ensuring long term affordability. During 2018-2019, the Board of County Commissioners decided not to move forward with proposals for the Manatee site. In 2019, the County acquired the defunct Golden Gate Golf Course. In 2020 through an ITN process, the County selected Rural Neighborhoods, Inc to develop a portion (25+ acres) of this publicly owned property for affordable rental housing for seniors, veterans, and Essential Service Personnel (ESP). AHAC Recommendation: AHAC members have discussed revisiting the Manatee property at a future date. The Committee drafted a letter to the County Commissioners requesting that they reestablish the joint Parks and Recreation & AHAC subcommittee to review the feasibility of co -locating a park and housing that is affordable on this large parcel. The BCC adopted Resolution 2018-39 to encourage the collocation of public facilities and housing that is affordable. AHAC recommends acquiring parcels though the utilization of the One Penny Surtax Schedule for Implementation: AHAC will continue to request meetings with the BCC, Parks officials and Parks and Recreation Advisory Board to discuss the Manatee property. SUPPORT OF DEVELOPMENT NEAR TRANSPORTATION HUBS Meeting Synopsis: Discussed during the spring and summer of 2021 as part of the consultant’s, Johnson Engineering, regulatory relief, and development standards modifications to the LDC. 9 Existing Strategy: This issue was reviewed during the development of the 2017 CHP with recommendations for the County to consider integration of bus routes (CAT) with affordable housing locations, development of Strategic Opportunity Sites and higher housing densities in existing Activity Centers. AHAC Recommendation: Approve the recommended new policy for the Transportation Element to prioritize higher density along transit corridors ranging from 13 upa to 25 upa. Schedule for Implementation: This recommendation is currently under staff review and is anticipated to be heard by the Planning Commission and BCC during the fourth quarter of 2022. 2023 AHAC Strategic Plan Initiatives Role (Review, Recommend, Promote) Initiatives GMCD AHAC DSAC CCPC CHS Infrastructure Surtax Committee CAO BCC 1 Maintain List of Ongoing Projects by # of Units and Projected Completion Review Review N/A N/A Review N/A N/A N/A 2 Obtain Approval for 4 LDC changes Recommend Recommend Recommend Recommend N/A N/A Review Approve 3 Obtain Approval for RF MUD / Transfer of Development Rights Changes Recommend Recommend Recommend Recommend N/A N/A Review Approve 4 Obtain Approval for ADU rules Recommend Recommend Recommend Recommend N/A N/A Review Approve 5 Update Web Information for Builders to Understand Available Incentives Promote Promote N/A N/A N/A N/A N/A N/A 6 Establish Seats on the DSAC, Planning Commission Recommend Recommend Recommend Recommend N/A N/A Review Approve 7 Establish process for AHAC notification of new developments Review Review N/A N/A N/A N/A N/A N/A 8 Work with Major Employers Promote Promote N/A N/A N/A N/A N/A Promote 9 Land Acquisition with Surtax Funding Recommend Recommend N/A Recommend Recommend Review Approve 10 Identify the Current Needs by Age, Location, AMI Review Review N/A N/A N/A N/A N/A 11 Find and Pitch Regional and National Affordable Developers Promote Promote N/A N/A N/A N/A N/A Promote 12 Review Current Impact Fee Policies Recommend Recommend Recommend N/A N/A N/A Review Approve 13 Make a Recommendation About Building Height Exceptions for Affordable Housing Recommend Recommend Recommend Recommend N/A N/A Review Approve 14 Make a Recommendation About Parking space Requirement for Affordable Housing Recommend Recommend Recommend Recommend N/A N/A Review Approve ID Project Name Location Type Project/Commitment Description Project Number Project/Commitment Status Source 1 Ascend Naples (GMPA)5091 Cherry Wood Dr Folio # 41829320001, 41827320003, 41829361002 Multi-Family 280 unit multi-family development with 30% of units being set aside for work force housing. Full amenity package. Two and three story buildings PL20220003213 Under Review CV 2 Bellmar Connector Road (PPL)Folio # 35460005, 225880005 Commercial Construction of a connector road network that will provide access to the northern entry to the Bellmar project from DeSoto. We will be developing the portions of Golden Gate Blvd and 18th Ave N from DeSoto to the east, a short stretch of two lanes of Big Cypress Parkway, and the internal roadway through the Town of Big Cypress. PL20220007035 12/6/2022 CV 3 East Tamiami Trail 46 Acre (PUDZ)15255 Tamiami TRL E Folio # 763440004 Residential This is a request to rezone from A-RFMUO Receiving to RPUD-RFMUO Receiving to allow 320 residential dwelling units. This will include an affordable housing density bonus of 7 DUs per acre at 50% to 80% low or a combination of low to very low. The project site consists of 46 acres. The address is 15255 Tamiami Trail East. It is located on the north side of Tamiami Trail East, 1,600± feet east of Greenway Road, in Section 18, Township 51S, Range 27E, Collier County, Florida. Folio #: 00763440004. PL20220005665 9/20/2022 CV 4 Golden Gate Apartment Project (RZ)Golden Gate Pkwy/65th St SW Folio # 38105000003 Multi-Family The 5 acre parcel is currently zoned Estates (E) in a highly commercial area. It is the owner's desire to rezone the property in order to build up to 80 units of affordable multi family. PL20210002148 11/22/2021 CV 5 Greenway Fritchey (PUDZ)10301 Laredo ST 10540 Greenway Rd Folio # 750560007 Single Family and Multi-Fmaily HABITAT FOR HUMANITY OF COLLIER COUNTY The applicant is seeking to rezone from A – Agricultural to RPUD to allow up to 1,400 single family or and multi-family units (approx. 5.93 DU/ac). There will be a commitment that 20% of the units will be affordable housing for 80% - 120% AMI. PL20220002061 Pending Re-submittal CV 6 Greenway Fritchey Residential Subdistrict (GMPA) 10301 Laredo ST 10540 Greenway Rd Folio # 750560007 Single Family and Multi-Fmaily HABITAT FOR HUMANITY OF COLLIER COUNTY The applicant is seeking to rezone from A – Agricultural to RPUD to allow up to 1,400 single family or and multi-family units (approx. 5.93 DU/ac). There will be a commitment that 20% of the units will be affordable housing for 80% - 120% AMI. PL20220002063 Pending Re-submittal CV 7 Hacienda Lakes GMPA/DOA/PUDA (PUDA) 8392 Collier Blvd Folio # 48586002021 Commercial Pre-app meeting to discuss companion GMPA, DOA, and PUDA applications to increase allowable density within the Hacienda Lakes MPUD/DRI for portions of the project within and around the Mixed-Use Activity Center at Rattlesnake Hammock and Collier Blvd. to accommodate development of an ILF and using the Affordable Housing Density Bonus. PL20220008673 1/17/2023 CV 8 Immokalee Fair Housing Alliance Multi Family Residential Development Lake Trafford Rd and N 19th St Folio # 74280005 Multi-Family Construction of a 16-Unit / 2 Story Affordable Housing Residential Building - #8 2081 Corazon De La Comunidad CIR, BLDG #: 8, Immokalee, Multi Family PRMFH202201038 72 Issued CV 9 JLM Living East Residential Subdistrict (GMPA) Immokalee Rd/Richards St Folio # 190520005 Multi-Family Proposed new subdistrict to allow 150 residential rental units to include affordable housing.PL20220003804 6/6/2022 CV 10 JLM Living East RPUD (PUDZ)Immokalee Rd/Richards St Folio # 190520005 Multi-Family Proposed PUD rezone to allow 150 residential rental units to include affordable housing. Companion GMPA PL20220003804. PL20220003805 6/6/2022 CV 11 JLM Living West Residential Subdistrict (GMPA) Immokalee Rd/Richards St Folio # 191040005 Multi-Family Proposed new subdistrict to allow 150 residential rental units to include affordable housing.PL20220003806 Under Review CV 12 JLM Living West RPUD (PUDZ)Immokalee Rd/Richards St Folio # 191040005 Multi-Family Proposed PUD rezone to allow 150 residential rental units to include affordable housing. Companion GMPA PL20220003806. PL20220003807 Pending Re-submittal CV 13 Legacy RPUD (PUDZ)2260 Richards ST Folio # 215200006, 214720008 Residential Rezone approximately 24 acres from the A-MHO-RFMUO-Receiving Lands zoning district to an RPUD within the RFMUO-Receiving lands to allow for 12 dwelling units per acre for a maximum of 290 dwelling units with some affordable housing component. This is a companion item to Richards Road Residential Overlay. PL20220002001 4/20/2022 CV 14 LEO at Naples Residential Overlay (GMPA) 2461 Cannon Blvd Folio # 216040003 Residential Request to establish a Residential Overlay, within the Rural Fringe, to permit 12.2 units an acre, including affordable housing. Companion Item PL20220007256 PUDZ PL20220008004 12/7/2022 CV 15 Longwater - 225440005 (PPL)Oil Well Rd/Oil Well Grade Rd Folio # 00225440005 Single Family On behalf of Forestar (USA) Real Estate Group, Inc., we are submitting the enclosed Subdivision Construction Plans and Plat (PPL) for Longwater. The project site is located off of Oil Well Rd and Desoto Blvd N within the Longwater Village SRA. The project proposes 514 attached and detached single family residential units, roadway, utility, drainage, surface water management infrastructure, landscape, and lighting improvements. PL20220001110 Pending Re-submittal CV 16 Rivergrass (PPL)5010 Oil Well Folio # 225400003, 225440005, 225600007 Single Family PPL application for Rivergrass. The project is located off Oil Well Rd and Desoto Blvd N, East of Cypress Palm Middle School. The project proposes attached and detached single family residential units, utility, landscape, surface water management infrastructure, roadway, drainage and lighting improvement in support thereof. PL20220005479 Pending Submittal CV 17 Allura 16210 Allura CIR Folio # 148200005 Multi-Family Developer shall make 55 units available for rent for Essential Service Personnel (ESP). The period of time the rental unit will be reserved and advertised for ESP persons within the income category will be a minimum of 60 days from the date the unit is first advertised and 45 days thereafter when a unit becomes available. If an ESP or income qualified renter is not committed to a lease within the initial 60 days, or subsequent 45- day period, the unit may be offered for rent to a non ESP renter. The restriction to provide units first to ESP renters shall remain in effect for 15 years. Notwithstanding the foregoing, 31 of the 55 units will be income restricted to households earning 80% of Collier County’s median income. The affordable units will be offered for rent for a period of 30 years to ESP persons based on the most current Collier County Board approved Table of Rental Rates that establish the rental limits for the low income category based on the number of bedrooms in the unit. For the purposes of this Ordinance, “Essential Service Personnel” means natural persons or families whose total annual household income is at or below 80% of Collier County’s median incomes, adjusted for household size, and at least one of whom is employed as police or fire personnel, a child care worker, a teacher or other education personnel, health care personnel, a public employee, or a service worker. AR-9577 Complete CTS 18 Amerisite CB 8710 Collier BLVD Folio # 416800001 Multi-Family As part of the annual PUD monitoring report, the developer will include an annual report that provides the progress and monitoring of occupancy of the income restricted units. PL20210001103 In Progress CTS 19 Amerisite CB 8710 Collier BLVD Folio # 416800001 Multi-Family Of the 303 multi-family dwelling units, the project shall comply with the following: 34 units will be rented to households whose incomes are up to and including 80% of the Area Median Income (AMI) for Collier County and 34 units will be rented to households whose incomes are up to and including 100% of the AMI for Collier County and the corresponding rent limits. These units will be committed for a period of 30 years from the date of issuance of CO for the first unit. AMI rent limit adjustments will be made on an annual basis according to the most recent Collier County Table of Rental Rates. OR 34 units will be sold to households whose initial certified incomes are up to and including 80% of the AMI for Collier County and 34 units will be sold to households whose initial certified incomes are up to and including 100% of the AMI for Collier County. These units will be committed for a period of 30 years form the date of issuance of the CO and sold to households that qualify for the designated income thresholds. Prior to sale of any of the 68 units, the owner and developer will record a restrictive covenant in the public records of Collier County identifying the affordable units and the income threshold pertaining to each unit. The covenant will state that each unit will be initially sold and subsequently sold to qualifying households for a period of 30 years of the issuance of the CO for each unit. It will also state that at least 30 days prior to the sale of any unit. It will also state that at least 30 days prior to the sale of any unit, the County’s Community and Human Services Division will be notified in writing and provided documents for income verification and certification on forms acceptable to Collier County. The closing on the sale may occur after the County confirms that the household qualifies for the designated income thresholds. PL20210001103 In Progress CTS 20 Amerisite CB 8710 Collier BLVD Folio # 416800001 Multi-Family All deeds for the 68 affordable units will reference the restrictive covenant, identify the official records book and page number of the recorded restrictive covenant, and contain the following statement: “This property is to be conveyed and occupied in accordance with Exhibit F, Section VII, Affordable Housing Commitments, Paragraph 2) of Ordinance No 2022-25, the Amerisite CB MPUD, and the Declaration of Restrictive Covenant recorded in Official Records Book _____, Page _____, of the Public Records of Collier County, Florida. Notice of any subsequent conveyance or other transfer of right of this property is required to be given to the Collier County Community and Human Services Division, its successors or assigns, 3339 Tamiami Trail East, Suite 211, Naples FL 34112. This requirement shall run with the land and be contained within all future conveyance documents for a period of 30 years from the date of issuance of the first certificate of occupancy for this property.” PL20210001103 In Progress CTS 21 ARROWHEAD 956 Trafford Isles CIR Folio # 76976000045 Single Family and Multi-Fmaily The developer shall reserve a minimum of fifteen percent of the total number of dwelling units or no less than 186 dwelling units (which are proposed to be located in Tract 2) for occupancy to families whose combined income is no greater than 80% of Collier County’s median income, in compliance with the following: Median Income. For the purposes of this PUD Document, the median income of the area as defined by the U.S. Department of Housing and Urban Development (HUD) shall be the then current median income for the Naples Metropolitan Statistical Area, established periodically by HUD and published in the Federal Register, as adjusted for family size. The figures may be adjusted from time to time in accordance with any adjustments that are authorized by HUD, or any successor agency. Each affordable housing unit in Phase 1 of Tract 2 shall be restricted to remain and be maintained as an affordable housing rental unit for at least fifteen (15) years from the date of issuance of a certificate of occupancy for such unit. In the event the project is monitored by or completes yearly compliance reports for any other state or federal agency ensuring affordability of units, the developer shall simultaneously forward copies of such monitoring and compliance certifications for the required affordable units to the Housing and Urban Improvement Director. In the event that during the course of the project the developer or its sub-developers do not meet the requirements of this Section, the county may discontinue the fast track zoning and permitting process for the developer or its sub-developers. AR-6888 Complete CTS 22 Bellmar Village SRA Folio # 354560005 Residential A minimum of 15% of the dwelling units (413 units) shall be sold at purchase prices at or below the Gap affordability range (product types: Town Homes, Villa 1, Coach, and Villa 2); or as an alternative, land proximal to the SRA shall be reserved for the development of housing that is affordable at or below the Gap affordability range, on a parcel at least 41 acres in size and allowing for 10 dwelling units per gross acre. Land proximal to the SRA reserved for affordable housing shall be identified within 48 months of SRA approval. PL20190001837 In Progress CTS 23 BEMBRIDGE EMS Complex 4640 Santa Barbara BLVD Folio # 400246406 Multi-Family (Three Part) As documented in the Affordable Housing Density Bonus Agreement, the developer has agreed to construct 13 rental units for residents in or below the very low income category (50% or less of the County median income), 50 rental units for residents in the low income category (51 to 60% of the County median income), and 19 rental units for residents in the low to moderate income category (61 to 80% of the County median income). AR-5998 In Progress CTS 24 Blue Coral Apartments 5050 Aspire WAY Folio # 198000006 Multi-Family Thirty percent (30%) of the total units (70 units) will be rented to Essential Services Personnel (ESP). ESP means natural persons or families at least one of whom is employed as a police or fire personnel, a child care worker, a teacher or other education personnel, health care personnel or a public employee. Any time that a unit becomes vacant, assuming that less than 70 units are occupied by ESP, the next available unit will be offered at ESP. In the event that no ESP rents the available unit within 45 days of advertisement of its availability, then the unit may be offered to the general public (non-ESP) but shall be restricted to those incomes and rents identified in paragraph two below. This commitment to ESP shall remain in effect for a period of time that is 30 years from the date that the development receives its final certificate of occupancy. PL20190001600 In Progress CTS 25 Blue Coral Apartments 5050 Aspire WAY Folio # 198000006 Multi-Family Notwithstanding paragraph one above, thee 70 units will be income and rent restricted. Of those 70 units, 35 of the units will be designated for those households whose incomes are less than 80% of the AMI for Collier County and 35 of those units will be designated for households whose incomes are between 80% and 100% of the AMI for Collier County. These units will be committed for a period of 30 years and AMI rent limit adjustments will be made on an annual basis according to the most recent Collier County Board approved Table of Rental Rates for each income category and the number of bedrooms in the unit. PL20190001600 In Progress CTS 26 BRIARWOOD 10200 Sweetgrass CIR Folio # 24755002504 Multi-Family If Tract B & C is developed in whole or part as a multi-family rental development, then the owner, and its successor or assigns, shall rent the dwelling units giving preference to Essential Services Personnel (as hereinafter defined). Preference means that if two different applicants apply to rent he same rental unit, and they are essentially equal, the owner or its successor assigns, shall rent the dwelling unit to the applicant that is Essential Services Personnel. Essential Services Personnel is defined as “those individuals employed in the community as teachers, educators, or other school district employees, community college and university employees, police and fire personnel, health care personnel, skilled building trades personnel (as listed in the US Dept of Labor, General Decision No. FL1050012 dated 3/201/15 for building construction in Collier County, Florida as may be amended or superseded from time to time) and government employees.” R-75-44(3) PL20170000007 Complete CTS 27 Brightshore Village SRA Folio # 114480105 Residential In consideration of the landowner’s commitment to housing that is affordable, one of the following options will be selected prior to the first CO: 1. Rental Product: 170 dwelling units (“Affordable Housing Unit”) shall be advertised and rented to households whose incomes are up to and including 100% of the Area Median Income (AMI) for Collier County and the corresponding rent limits. Income and rent limits may be adjusted annually based on combined income and rent limit tables published by the Florida Housing Finance Corporation or as otherwise provided by Collier County. If the vacancy rate exceeds 10% (17 units) for 90 days, a unit may be offered to a non-income qualified renter at the restricted rent limit until such time the vacancy rate falls below 10% whereby the vacant units must be advertised and offered to income qualified households at the restricted rent. When a non-income qualified unit becomes available it must be leased to a qualified household until the 170 units are occupied by eligible tenants. The Affordable Housing units shall be committed for a period of 30 years from the date of occupancy of the first unit. Pursuant to Collier County Future Land Use Element Policy 4.7.5.1.e., the Affordable Housing Units shall not be subject to the Traffic Impact Statement, transportation concurrency, and the trip cap for the SRA. As part of Collier County’s required annual monitoring for this SRA, the developer will provide to Collier County Community and Human Services Division (CHS) an annual report at least 45 days prior to the anniversary of the adoption of this SRA that provides the progress and monitoring of occupancy of income restricted units. The annual report would be provided in a format approved by CHS. Developer further agrees to annual on-site monitoring by the County. OR 2. Land Bank: Land “Proximal” to the SRA shall be identified for the development of housing that is affordable on a parcel at least 17 acres in size and allowing for a minimum of 10 dwelling units per gross acre. The land shall be rezoned and offered for sale first, to Collier County, a community land trust or an affordable housing developer within 48 months of the approval of the village by the BCC based on the appraised value of $22,500 an acre. The Affordable Housing parcel will be considered as a Public Benefit Use PL20210001067 In Progress CTS 28 CAMBRIDGE SQUARE 13180 Livingston RD Folio # 60088000020 Commercial The developer shall make a payment of fifty cents ($.50) per gross leasable square foot to the Collier County Affordable Housing Trust Fund at the time of site development plan approval for the amount of square footage being approved in the site development plan on Tract B. This Commitment and the subsequent payments may be credited against any subsequently adopted affordable, work force, and/or other gap housing or housing needs impact fee, mitigation, exaction, fee, contribution, linkage fees and/or other similar tax or surcharge which would otherwise be applicable to the CPUD property, as may be so contemplated by such subsequently adopted provisions. AR-5431 Complete CTS 29 Carman Drive 15 8496 Rattlesnake Hammock RD Folio # 417000004 Residential The RPUD shall demonstrate consistency with affordable housing goals and objectives of the Housing Elements by providing the following: A total of 24 units will be rented to households earning up to and including 80% of the Area Median Income (AMI), and a total of 24 units will be rented to households earning up to and including 100% of the AMI. Any time that a unit becomes vacant, assuming less than48 units are occupied by households that qualify for the designated thresholds, the next available unit will be offered to a qualifying household subject to the specified thresholds. This restriction shall remain in place for 30 years from the date of issuance of the first CO. AMI rent limit adjustments will be made on an annual basis according to the most recent Collier County approved Table of Rental Rates. As part of the annual PUD monitoring report the developer will include an annual report that provides the progress and monitoring of occupancy of income restricted units. PL20210000624 In Progress CTS 30 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT A & A-1: As part of the annual PUD monitoring report, the developer will include an annual report that provides the progress and monitoring of occupancy of income restricted units. PUD-96-10(2) PL20200000114 In Progress CTS 31 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT G: A minimum of 75 of the required parking spaces shall be met via enclosed garages.PUD-96-10(2) PL20200000114 Complete CTS 32 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family Residential development on Tract G shall conform with the following design standards: 1. Amenities. The following amenities shall be provided in association with any residential development: a. Resort-style swimming pool; b. Clubhouse; c. Outdoor barbeque facilities; d. Fitness center; e. Dog park; f. Children's playground area/tot lot; g. Tennis court or bocce ball court or pickleball court; h. Gated entry; and i. On-site property management if developed as a rental community. 2. Construction. the following shall be required: a. Concrete Masonry Unit construction or concrete construction, and stucco; b. Cement or slate tile roof or approved equivalent (asphalt shingles are prohibited); c. Minimum 9-foot ceiling heights within first-floor of units; and d. Paver accents at project entry. PUD-96-10(2) PL20200000114 Complete CTS 33 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT G: A minimum of 147 of the 296 affordable workforce and market rate housing units, as they become available, will be offered first persons involved in providing essential services in Collier County. Essential services personnel (ESP) is defined as follows: Those individuals employed in the community as teachers, educators, others school district employees, community college and university employees, police and fire personnel, health care personnel, skilled building trades personnel (as listed in the U.S. Department of Labor, General Decision No. FL 150012, dated 3/20/2015, for building construction in Collier County, Florida, as may be amended or superceded from time to time), and government employees. The units will be offered, for sale or for rent, pursuant to the provisions of the approved ESP Housing Agreement between the Developer and the County. PUD-96-10(2) PL20200000114 Complete CTS 34 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT A & A-1: For the additional 384 affordable and market rate housing units on Tract A and A-1 of the Collier Blvd/Lord’s Way MPUD, the project shall comply with the following: 76 units will be designated for rental to households whose incomes are between 80% and 120% of the Area Median Income (AMI) for Collier County and the corresponding rental limits. These units will be committed for a period of 30 years from the date of issuance of CO. Income and rent limits may be adjusted annually based on the combined income and rent limit table published by the Florida Housing Finance Corporation. OR 76 units will be designated for sale to households whose initial certified incomes are between 80% to 120% of the AMI for Collier County. These units will be committed for a period of 30 years and affordability for all units sold to eligible households will be secured through the execution of a lien in accordance with Chapter 2.06.04 of the LDC between Collier County BOCC and the buyer to be recorded with the Clerk of the Circuit Court of Collier County, Florida. PUD-96-10(2) PL20200000114 In Progress CTS 35 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT G: The developer of Tract G, the multi-family tract, shall comply with one or more of the following: i. The affordable-workforce Housing Density Bonus provisions in the LDC, in effect as of 2/19/08, the date of adoption of the GMP provisions affecting the subject property; or, ii. State law applicable to the designation as a Community Workforce Housing Innovation Program (CWHIP) Project by the State of Florida. 1) the developer shall provide a minimum of 80 ESP dwelling units comprised of a minimum of 10 dwelling units for those earning less than 80% of the median income in Collier County, and 2) a minimum of 70 dwelling units for those earning between 80% and 140% of the median income for Collier County; or iii. The developer shall enter into an agreement with Collier County assuring that no fewer than 147 affordable-workforce and market rate housing units are constructed and, as they become available, will be offered first to ESP, persons involved in providing essential services in Collier County. Such agreement shall be in effect for not less than 15 years. Such an agreement shall be in effect for not less than 15 years. Such an agreement shall provide that a minimum of 35 dwelling units shall be provided for those earning no more than 150% of the median income of Collier County, and a minimum of 25 dwelling units shall be provided for those earning no more than 80% of the median income of Collier County. PUD-96-10(2) PL20200000114 Complete CTS 36 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT G; No more than 57 market rate dwelling units shall be constructed prior to construction of all affordable-workforce housing (AWH) dwelling units. PUD-96-10(2) PL20200000114 Complete CTS 37 Collier Blvd Lord's Way 3713 Milano Lakes CIR Folio # 418400700 Multi-Family TRACT G: The number of one-bedroom units shall be limited to no more than 20 percent of the total number of units provided. PUD-96-10(2) PL20200000114 Complete CTS 38 COLLIER COUNTY GOV T COMPLEX 3299 Tamiami TRL E Folio # 389600008 Public A re-analysis of the employee housing demands of Phases II and III of the Collier County Government Center Project will be required prior to the start of each Phase only if Collier County significantly changes the number of employees working at the Government Center, or significantly lowers their anticipated wages in comparison to the data submitted and reviewed by the Southwest Florida Regional Planning Council during its original analysis of the affordable housing demand generated by the Project. AR-5087 In Progress CTS 39 COURTHOUSE SHADOWS 3350 Putney CT Folio # 28750000028 Multi-Family Developer shall make 60 units (20%) available for rent for Essential Service Personnel (ESP).R-84-35(1)In Progress CTS 40 COURTHOUSE SHADOWS 3350 Putney CT Folio # 28750000028 Multi-Family The period of time the rental unit will be reserved and advertised for ESP persons will be a minimum of 60 days from the date the unit is first advertised and 45 days thereafter when a unit becomes available. If an ESP renter is not committed to a lease within the initial 60, or subsequent 45-day period, the unit may be offered for rent to a non-ESP renter. The restriction to provide units first to ESP renters shall remain in effect for 15 years. For purposes of this Ordinance, “Essential services personnel” means natural persons or families at least one of whom is employed as police or fire personnel, a child care worker, a teacher or other education personnel, health care personnel, a public employee, or a service worker. R-84-35(1)In Progress CTS 41 ESPERANZA PLACE 2697 Marianna WAY Folio # 76040007 Single Family and Multi-Fmaily As documented in the Affordable Housing Density Bonus Agreement, the developers have agreed to construct 10 rental units for residents in or below the very low income category (50 percent or less of County median income) and 36 rental units for residents in the low income category(51-60 percent of Collier County median income). AR-12581 Complete CTS 42 EVANS CPUD 12745 Livingston RD Folio # 258972605 Commercial Applicant shall contribute to the Collier County Affordable Housing Trust Fund $0.50 for every square foot of any building constructed upon issuance of the CO for said building. AR-7588 In Progress CTS 43 FAITH LANDING 1874 Custer AVE Folio # 32382110547 Single-Family The maximum number of residential dwelling units allowed within the RPUD shall be established at the time of development plan review, but shall not exceed 175 dwelling units and shall be developed consistent with the project’s Affordable Housing Density Bonus Agreement. AR-6921 Complete CTS 44 Golden Gate Golf Course 4150 Golden Gate PKWY Folio # 36560040008 Multi-Family The developer of the residential tract has agreed to construct up to 400 rental dwelling units for residents in income and rental ranges as approved by the Collier County Board of County Commissioners in the accompanying Developer Agreement. PL20210001047 In Progress CTS 45 GREY OAKS Folio # 60615001162 Residential Naples Grande Holdings, LLC shall commit to providing $1,000 per approved residentail dwelling unit located within the property controlled by Naples Grande Holdings, LLC. Payment shall be made to Collier County Affordable Hsouing Trust Fund at the time of issuance of the certificate of occupancy. This $1,000 shall be credited toward any additional affordable housing linkage fees that may be in effect at the time of site development plan approval. AR-10157 Complete CTS 46 HAMMOCK PARK COMMERCE CENTER 8150 Rattlesnake Hammock RD Folio # 416720204 Multi-Family Developer shall make 48 units available for rent for Essential Service Personnel (ESP). During periods where ESP occupancy is below 48 units, an ESP renter shall take priority over any other renter until such occupancy level is reached. A minimum of 27 of the 48 units will be income restricted to households earning no more than 100% of Collier County’s median income. AR-10030 In Progress CTS 47 HAMMOCK PARK COMMERCE CENTER 8150 Rattlesnake Hammock RD Folio # 416720204 Multi-Family The income restricted units will be offered to rent for a period of 30 years to ESP renters for an amount that does not exceed the most current Collier County Table of Rental Rates the at established rental limits for 100% of median income and based on the number of bedrooms in the unit being rented. AR-10030 In Progress CTS 48 Immokalee Fair Housing Alliance 2047 Corazon De La Comunidad CIR Folio # 74280005 Multi-Family As documented in the Affordable Housing Density Bonus Agreement, the developer has agreed to construct 128 rental units for residents in or below the low income category (60 or less of County Median Income). PL20190000734 In Progress CTS 49 KAICASA 2362 Kaicasa LN Folio # 52659920343 Single Family and Multi-Fmaily All of the dwelling units constructed within the Kaicasa RPUD shall be committed to occupancy by income restricted households earning up to and including 120% of the Area Median Income (AMI) in Collier County at the time of construction. Covenants and restrictions shall be applied to all of the dwelling units within the Kaicasa RPUD to ensure affordability of all dwelling units for a period of at least thirty (30) years from the date of issuance of a certificate of occupancy (CO). As part of the annual PUD monitoring report, the developer will include an annual report that provides the progress and monitoring of the affordability commitment. AR-7820 In Progress CTS 50 LIBERTY LANDING 3600 Liberty WAY Folio # 55649000089 Single-Family By the time building permits for the first 100 residential units are issued, the developer shall have constructed one fenced playground area with parking area in the location shown on the RPUD Master Plan. AR-8901 Complete CTS 51 LIBERTY LANDING 3600 Liberty WAY Folio # 55649000089 Single-Family All of the dwelling units constructed within the Liberty Landing RPUD shall be committed to occupancy by very low income level households at or below 50% of the median annual household income in Collier County. Covenants and restrictions shall be applied to all of the dwelling units within Liberty Landing RPUD to ensure affordability of all dwelling units for a period of at least fifteen (15) years from the date of issuance of the certificate of occupancy (CO) for the residential unit subject to the covenant restriction. AR-8901 Complete CTS 52 Longwater Village SRA Folio # 225440005 Residential A minimum of 15% of the dwelling units (390 units) shall be sold at purchase prices at or below the Gap affordability range (product types: Town Homes, Villa 1, Coach, and Villa 2); or as an alternative, land proximal to the SRA shall be reserved for the development of housing that is affordable at or below the Gap affordability range, on a parcel at least 39 acres in size and allowing for 10 dwelling units per gross acre. Land proximal to the SRA reserved for affordable housing shall be identified within 48 months of SRA approval. PL20190001836 In Progress CTS 53 MERCATO 9118 Strada PL Folio # 176760009 Commercial One thousand dollars ($1,000.00) per residential dwelling unit constructed within the project shall be paid to Colier County with seven (7) days of the closing on each residential dwelling unit. AR-6422 Complete CTS 54 MERCATO 9118 Strada PL Folio # 176760009 Commercial Fifty cents (.50) per square foot of retail commercial development area constructed within the Mercato MPUD shall be paid within seven (7) days of issuance of a CO for the retail commercial iomprovement receiving the CO. AR-6422 Complete CTS 55 MERCATO 9118 Strada PL Folio # 176760009 Commercial The payment of the sums set forth in this section shall fully satisfy the project's obligation to pay fees that may be adopted in the future by the County relating to the provisions of affordable workforce housing. AR-6422 Complete CTS 56 MERIDIAN VILLAGE 1000 Airport RD S Folio # 60090000128 Residential Fifteen (15%) percent of the multi-family residential dwelling units (excluding CF uses) ultimately developed within the project, shall be sold by the developer to individuals, or families that earn less than eighty (80%) percent of the Collier County median family income. For the purposes of this MPUD, these specific units shall be described as “affordable-workforce housing units”. Five (5%) percent of the dwelling units ultimately developed within the project, shall be sold by the developer to individuals or families that earn less than one-hundred fifty (150%) percent of the Collier County median family income. For the purposes of this MPUD, these specific units shall be described as “affordable-gap housing units”. The median income of the area as defined by the U.S. Department of Housing and Urban Development (HUD) shall be the then current median income for the Naples Metropolitan Statistical Area, established periodically by HUD and published in the Federal Register, as adjusted for family size, in accordance with any adjustments that are authorized by HUD or any successor agency. In the event that HUD ceases to publish an established median income as aforesaid, the developer and the County shall mutually agree to a reasonable and comparable method of computing adjustments in median income. The following limitations and performance standards shall be adhered to: See item 1 through 8. AR-8126 In Progress CTS 57 MERIDIAN VILLAGE 1000 Airport RD S Folio # 60090000128 Residential 1. No affordable-workforce housing until in the development shall be sold by the developer to those whose household income has not been verified and certified to be less than eighty (80%) percent of the median family income for Collier County. Such verification and certification shall be the responsibility of the developer and shall be submitted to the County Manager, or his designee for approval. 2. No affordable-gap housing unit in the development shall be sold by the developer to those whose household income has not been verified and certified to be less than one-hundred fifty (150%) percent of the median family income for Collier County. Such verification and certification shall be the responsibility of the developer and shall be submitted to the County Manager, or his designee for approval. 3. No affordable-workforce housing unit or affordable-gap housing unit is to be sold, shall be sold, or otherwise conveyed to a buyer whose household income has not been verified and certified in accordance with this MPUD Document. It is the intent of this MPUD to keep affordable housing as such; therefore, any person who buys from the developer an affordable-workforce housing unit or an affordable-gap housing unit must agree, in a lien instrument to be recorded with the Clerk of the Circuit Court of Collier County, Florida, that if the affordable-workforce or affordable-gap housing unit is sold, (including the land and/or the unit) within 15 years after its original purchase price that he/she will pay to the County an amount equal to one-half of the sales price in excess of five percent increase per year. Such payment shall be maintained in a segregated fund, established by the County solely for affordable housing purposes and such money shall be used to encourage, provide for, or promote affordable housing in Collier County. The lien instrument may be subordinated to a qualifying first mortgage. 4. No affordable-workforce housing unit or affordable-gap housing unit in any building or structure in the development shall be occupied by the developer, any person related to or affiliated with the developer, or a resident manager. 5. When the developer advertises, sells, or maintains the affordable-workforce housing unit or the affordable-gap housing unit, it must advertise, sell and maintain the same in a nondiscriminatory manner and make available any relevant information to any person who is interested in purchasing such affordable- workforce housing unit or affordable-gap housing unit. The developer agrees to be responsible for payment of any real estate commission and fees for the initial sale from the developer to the buyer. 6. The developer shall submit a yearly report to the County indicating the status of the affordable- workforce and affordable-gap housing units. AR-8126 In Progress CTS 58 N.N. RESEARCH & TECHNOLOGY PK 16160 Performance WAY Folio # 64288000143 Commercial & Residential The developer shall provide up to twelve (12) workforce housing units on Target or Non-Target Use Areas “A” or “B” in a mixed use structure as depicted on the PUD Master Plan. The actual number of dwelling units to be provided will be based upon a ratio of gross leasable floor area (first floor commercial/industrial structure) to internal square footage of the residential area. The residential area may be developed as efficiency units, one (1) bedroom units, two (2) bedroom units or three (3) bedroom units at the option of the developer. AR-3569 In Progress CTS 59 N.N. RESEARCH & TECHNOLOGY PK 16160 Performance WAY Folio # 64288000143 Commercial & Residential The workforce affordable housing units shall be required to be rented or sold to households with incomes at a rate not to exceed sixty (60) percent of the median income for Collier County for rental units and eight (80) percent or less for owner occupied units. Rents charged for each unit may not exceed the United States Department of Housing and Urban Development sixty (60) percent rent limitations. AR-3569 In Progress CTS 60 N.N. RESEARCH & TECHNOLOGY PK 16160 Performance WAY Folio # 64288000143 Commercial & Residential The PUD Monitoring Report shall document that the incomes of the occupants of each work force housing unit meet the standards set forth in paragraph 7.8.B of the PUD. AR-3569 In Progress CTS 61 N.N. RESEARCH & TECHNOLOGY PK 16160 Performance WAY Folio # 64288000143 Commercial & Residential Workforce units shall be constructed as set forth in Paragraph 6.5.N.7 of the PUD.AR-3569 In Progress CTS 62 NAPLES DAILY NEWS 1100 Immokalee RD Folio # 168040601 Commercial Ordinance No. 06-49, section 6.8 - Affordable Housing. Collier County and the developer of the Naples Daily News Business Park BPPUD have cooperated to address affordable housing impacts associated with the project. The developer, or its successors and assigns, shall make a financial contribution to Collier County in the amount of $.50 per square foot of press plant (non-office) building area constructed within the BPPUD. Payment made 6/15/2009. Commitment complete. AR-8833 Complete CTS 63 NC Square Folio # 214160008 Residential This MPUD shall provide a minimum of 120 residential dwelling units and a maximum of 129 residential dwelling units, subject to an Affordable Housing Agreement between the owner and Collier County. PL20180002234 In Progress CTS 64 NC Square Folio # 214160008 Residential As documented in the Affordable Housing Agreement, the developer has agreed to construct 65 owner occupied dwelling units for residents in the “gap” income category (earning no more than 140% of the median income of Collier County) and 64 units owner occupied dwelling units for residents in the “moderate” income category (earning no more than 120% of the median income of Collier County). The developer shall have the option of swapping up to 20% of the Gap Units for Moderate Units and vice-versa. PL20180002234 In Progress CTS 65 Randall Curve Folio # 69039030244 Residential Forty (40) units will be income and rent restricted. The 40 units will be designated for households whose incomes are between 81% and 120% of the Area Median Income (AMI) for Collier County. These units will be commitment for a period of 30 years and AMI rent limit adjustments will be made on an annual basis according to the most recent Collier County approved Table of Rental Rates for each income category and the number of bedrooms in the unit. PL20190002356 In Progress CTS 66 REGAL ACRES 10325 Majestic CIR Folio # 69060900068 Single-Family As documented in the Affordable Housing Density Bonus Agreement for Parcel A approved on June 28, 2005 in Ordinance No. 05-36, the developers agreed that all of the maximum 184 units constructed will be owner- occupied units for residents in the low income category (51-60 percent to County median income.) AR-6919 Complete CTS 67 REGAL ACRES 10325 Majestic CIR Folio # 69060900068 Single-Family As documented in the Affordable Housing Density Bonus Agreement for Parcel B approved on October 23, 2018, the developers agreed that all of the maximum 116 units constructed will be owner-occupied units for residents in the low income category (60-80 percent to County median income.) AR-6919 In Progress CTS 68 Rivergrass Village Folio # 223040009 Residential The owner shall establish a down payment assistance fund (Fund) to be administered by the Community Foundation of Collier County, in the amount of $500,000. The Fund is intended to provide down payment assistance to qualified Essential Service Personnel (ESP) purchasers of dwelling units within Rivergrass Village SRA. The Fund shall be established within 30 days of the issuance of the first Certificate of Occupancy issued for a residential dwelling unit. ESP purchasers shall include natural persons or families, at least one of whom is employed as police or fire personnel, a child care worker, a teacher or other educational personnel, health care personnel, a public employee, a service worker, or is a veteran or an active duty military. PL20190000044 In Progress CTS 69 SANTA BARBARA LANDINGS 145 Santa Clara DR Folio # 400200002 Multi-Family The developer or successors and assigns shall require a minimum of fifty percent (50%) of the dwelling units developed within Tract B of the RPUD to be initially sold to individuals or families that use the dwelling unit as their primary residence. The deed to the initial purchaser shall include a restriction that the initial purchaser shall use the unit as their primary residence. AR-4493 In Progress CTS 70 SANTA BARBARA LANDINGS 145 Santa Clara DR Folio # 400200002 Multi-Family The developer or successors and assigns agrees to sell a minimum of ten percent (10%) of the total number of dwelling units constructed within Tract B of the RPUD to persons employed in Collier County and earning a family income that is up to 140% of the County’s median income. AR-4493 In Progress CTS 71 Santa Barbara Whitaker 6050 Whitaker RD Folio # 419720007 Multi-Family As documented in the Affordable Housing Density Bonus Agreement, the developers have agreed to construct 43 rental units for residents n or below the low income category (80% or less of County median income). These units will be committed for a period of 30 years from the date of issuance of CO of the first unit. Income and rent limits may be adjusted annually based on combined income and rent limit table published by the Florida Housing Finance Corporation or as otherwise provided by Collier County. PL20210003155 In Progress CTS 72 Santa Barbara Whitaker 6050 Whitaker RD Folio # 419720007 Multi-Family As part of the annual PUD monitoring report, the developer will include an annual report that provides the progress and monitoring of occupancy of the income restricted units, including rent data for rented units, in a format approved by Collier County Community and Human Service Division. Developer agrees to annual on-site monitoring by the County. PL20210003155 In Progress CTS 73 TERAFINA 3660 Seven Seas DR Folio # 72640030484 Residential The owner of the subject property shall provide to Collier County at no cost up to 1,736 dwelling units for the purpose of assisting the County’s workforce housing program. The transfer of the remaining density and number of dwelling units to be made available for work force housing is based on the original acreage contained in the PUD (646 acres at the time of the initial zoning approval) prior to the dedication of +/- 9.2 acres for the extension of Logan Boulevard along the Terafina Logan Boulevard road frontage. When a work force housing program is developed to utilize the transferred units, those dwelling units may be transferred to other locations under any terms and conditions the County deems necessary to achieve the goals of the work force housing program. AR-4528 Complete CTS 74 TOLLGATE 3822 Tollgate BLVD Folio # 76885050050 Commercial Each development within that portion of the project which has not been platted and improved at the time of adoption of this Development Order (DOA 91-2) shall pay a fee of 20 cents per square foot of gross leasable building area to an Affordable Housing Trust Fund at the time a building permit is filed with the County. The Affordable Housing Trust Fund shall be administered by the appropriate County agency for the purpose of increasing the supply of affordable housing available to low and very low income households. This fee shall be terminated at the time Collier County adopts an Affordable Housing Improvement Program which includes a proportionate share funding mechanism. In the event that, by January 14, 1994, Collier County has not enacted an affordable housing improvement program with a proportionate share funding mechanism, the twenty cents per square foot requirement shall be terminated. R-83-18 Complete CTS 75 TREE FARM 15500 Mark LN Folio # 77459000121 Multi-Family & Commerical The developer agrees that 30% of the rental housing units constructed within the project will, as they become available, be offered for rent first to Essential Service Personnel (ESP) persons involved in providing essential services in Collier County, as defined as follows: Those individuals employed in the community as teachers, educators, other school district employees, community college and university employees, police and fire personnel, health care personnel, and government employees. AR-8284 In Progress CTS 76 TREE FARM 15500 Mark LN Folio # 77459000121 Multi-Family & Commerical In an effort to attract ESP renters, the developer will provide written notification at a minimum to Collier County and its Constitutional Officers, the Collier County School District, all local hospitals, City of Naples, City of Marco Island, Everglades City, and all independent fire districts that ESP units are available to be rented and will be set aside for the applicable period described below. Any printed advertising for the development shall identify the project prioritizes units for ESP. AR-8284 In Progress CTS 77 TREE FARM 15500 Mark LN Folio # 77459000121 Multi-Family & Commerical The period of time that the rental unit will be reserved and advertised first for ESP persons will be a minimum of 60 days from the date the unit is first advertised for rent and 30 days thereafter when a unit is offered for rent due to a projected or actual vacancy. If an ESP renter is not committed to a lease within the initial 60 day, or subsequent 30-day period, the unit may be offered for rent to a non ESP renter. The developer will notify the Community and Human Services (CHS) Division 60 days prior to the initial availability of the units in order for CHS to also contact the entities named in 2 above. AR-8284 In Progress CTS 78 TREE FARM 15500 Mark LN Folio # 77459000121 Multi-Family & Commerical (15 YEAR COMMITMENT) The restriction to provide units first to ESP renters shall remain in effect for 15 years. AR-8284 In Progress CTS 79 VINCENTIAN 11496 Sumter Grove CIR Folio # 446800709 Multi-Family The Developer shall provide Gap Housing in accordance with the GAP Housing Agreement between the Board of Collier County Commissioners and the Developer. Annual reporting to go directly to Collier County Community and Human Services Department. PL20130001726 In Progress CTS 80 VORNADO 115 Cambria LN Folio # 25117860105 Single-Family The developer, or it’s successor and assigns, shall make a financial contribution to the County Affordable Housing Trust Fund in the amount of $1000.00 per dwelling unit constructed within the RPUD. This contribution shall be paid at the issuance of each building permit. This payment shall be credited against the project’s obligations to pay any other affordable housing fees that may be adopted by the County. AR-8147 In Progress CTS Page 1 of 4 DRAFT WORKFORCE HOSUING LAND ACQUISITION POLICY SURTAX FUNDING EVALUATION CRITERIA For the development of a shortlist, this evaluation criterion will be utilized a COUNTY Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points (point allocations subject to change) 1. Cover Letter / Management Summary 2 Points 2. Property and Business Plan 43 Points 3. Financing & Cost of Services to the County 20 Points 4. Experience and Capacity of the Firm 15 Points 5. Specialized Expertise of Team Members 10 Points 6. Certified Minority Business Enterprise 5 Points 7. Local Vendor Preference 5 Points TOTAL POSSIBLE POINTS 100 Points Each criterion and methodology for scoring is further described below: EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (2 Total Points) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. EVALUATION CRITERIA NO. 2: PROPERY AND BUSINESS PLAN (43 Total Points) In this tab, include but not limited to: 1. Project Scope The proposal should provide a written description of the project, accompanied by a conceptual site plan showing proposed building(s), parking areas and how the development will interface with the surrounding areas. In addition, proposed unit type (single family, multi-family, rental or for purchase) and dwelling size (1, 2, 3, or more bedrooms) should be provided along with any planned amenities. 2. Community Impact The proposal must describe how the proposed project fits with the adjacent parcels, meets the intent of the Board of County Commissioners expectations, as detailed in this ITN, and would generally benefit the community, surrounding areas and the County as a whole. Include as many conceptual visuals as possible such as site plans, renderings, and elevations, as applicable. In addition, please provide a description of how the proposed project meets the housing affordability needs per the Collier County Community Housing Plan. Page 2 of 4 3. Zoning The proposal must identify if the property’s zoning or a specific rezoning will be required to assist in the development of the proposal. If applicable, identify if the rezoning will require a comprehensive plan amendment or other special zoning relief. Be as specific as possible and provide documentation as needed to substantiate the request. Identify timing of zoning and if property should be zoned prior to project. 4. Timeline The proposal must clearly identify approximate milestones that will be included in the land acquisition and development agreement such as the due diligence period, zoning process, if required, site development, building permits, construction and through to the Certificate of Occupancy. 5. Site Specific Criteria Upon approval of moving forward with this ITN the Board of County Commissioners agreed the following criteria should be mandated in the development of the property. In preparation of this proposal, it is important the following criteria is included for consideration: • Quantify desired density. The BCC is seeking proposals which will provide a moderate to high density of units. • Identify all dwelling types and if more than one type is proposed provide unit type ratios. • Define project set-asides of more than 10% for seniors, veterans, and/or special needs populations. • Define the targeted income mix proposed and how it correlates with the Community Housing Plan. • A requirement that 100% of the units built be affordable (subject to change based on individual project priorities). • Serve a full range of income needs. • Target greatest units and income needs (currently rental housing at the lower income levels). • Cost of Property: Must not exceed appraised value. • Disaster Evacuation Zone: Greater Consideration if NOT in Zone A, lesser consideration if in Zone A. • Utilities: Greater Consideration if utilities available, lesser consideration if not available. • Wetlands: Must be less than 20% wetlands, with greater consideration for lower percentages. • Environmental: Must pass Phase I Standards, with greater consideration if passes Phase II standards as well. • Transportation: Greater Consideration if on an Arterial road, lesser consideration on Collector road. • Shovel Ready: Greater consideration for fully zoned properties. • Density: Greater consideration for higher densities, lesser consideration for lower densities. • Proximity/Locational: Greater consideration closer to schools, Transit Stops, and Activity Centers. • Topography: Greater consideration for flood zones (AH and X). Lower consideration will be given to AE Zone properties (an area inundated by 1% annual chance flooding with velocity hazard (wave action) for which the Base Flood Elevation (BFE) have been Page 3 of 4 determined) and properties in a VE Zone (where wave heights are expected to be 3 feet or more for which the BFE has been determined) will be eliminated from any consideration. 6. Any Additional Information Include other relevant information about the project that has not been addressed in the previous questions that the proposer would like the present to the Board in support of the proposal. The intent of this phase of the screening process is to identify a project that a majority of the Board can support moving forward to a detailed purchase and development agreement. Should your proposal be selected, the purchase and development agreement will incorporate specific milestones in the development process. The Board’s acceptance of a proposal shall not constitute approval of future zoning, if needed for the project to be developed. EVALUATION CRITERIA NO. 3: FINANCING & COST OF SERVICES TO THE COUNTY (20 Total Points) In this tab, include but not limited to: 1. Financing The proposal must provide a general financing plan. The proposal must identify if the project will be a straight purchase (if so, what is the purchase price?), a request for the property to be donated, require financing (if so, is the expectation that the County defer the purchase price until the completion of construction and/or contribute to the financing package?), or any other potential financing configuration needed for the project. In addition, the Financing information provided should include at the minimum the following: • Per unit construction costs • Proformas for rental and proposed rates (if applicable) • Per unit market costs and sales price (if applicable) • Detailed soft funding incentives required from the County • Proposed funding sources with contingencies • Address any potential Land Trust contribution (if applicable) • Detailed affordability restrictions The proposer should submit a financing plan that demonstrates the proposer’s financial ability to successfully purchase and complete the development of the parcel. A limited pro-forma would be acceptable based on the conceptual plan submitted for review. 2. Total Project Value Include an approximate construction value and ending taxable value. Please state if your entity holds tax exempt status or if the project is eligible for tax exemption. Also, include a detailed description of how the project is committed long term to addressing housing affordability in Collier County. EVALUATION CRITERIA NO. 4: EXPERIENCE AND CAPACITY OF THE TEAM (15 Total Points) In this tab, include but not limited to: Page 4 of 4 • Provide information that documents your firm’s qualifications to produce the required deliverables, including abilities, capacity, skill, and financial strength and number of years of experience in providing the required services. • Describe the various team members’ successful experience in working with one another on previous projects. • Teams including a not-for-profit partner will be given greater consideration. The County requires that the vendor submits no fewer than five (5) completed reference forms from clients from the past ten (10) years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope and complexity of this project using the Reference Form provided. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. EVALUATION CRITERIA NO. 5: SPECIALIZED EXPERTISE OF TEAM MEMBERS (10 Total Points) The proposal must include a description of the firm/team, including locations of offices, the person responsible for contracting services, and the location of the contracting authority. Include a list of the qualified professional team members and qualifications of associates proposed to perform and/or assist with the work to oversee the project. Identify the names and provide resumes of proposed management members that will supervise the project, including an organizational flow chart, if available, showing the working relationship of the management structure. The proposal shall submit a portfolio of projects of similar size and scope completed and or managed by the firm or team. EVALUATION CRITERIA NO. 6: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority Business Enterprise. EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE (5 Total Points) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for the conduct of such business.