AHAC Agenda 05/15/2023Collier County
Affordable Housing Advisory Committee (AHAC)
AGENDA
Growth Management Community Development Department
Conference Rooms 609/610
2800 N. Horseshoe Dr., Naples, FL 34104
May 15th, 2023, 2:00 PM
Steve Hruby, Vice Chair
Mary Waller, 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
Jamie French, Department Head, GMD
Michael Bosi, Director, Planning & Zoning
Jaime Cook, Director, Development Review
Cormac Giblin, Planning Manager, Development Review
Sarah Harrington, Interim Director, Economic Development and Housing
Julie Chardon, Operations Support Specialist II, Operations & Regulatory Management
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
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 April 18, 2023, AHAC meeting minutes
4. INFORMATIONAL ITEMS AND PRESENTATION
a. Committee Vacancies- 6 applications
b. Committee Member Attendance Guidelines
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. AHAC- Revised Work Plan Overview
b. Accessory Dwelling Units Discussion (M. Bosi)
c. Housing Trust Fund Explanation
7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS
a. The Haven PUD – Scheduled for BCC May 23rd (C. Giblin)
8. NEW BUSINESS
a. Florida Housing Coalition update for Live Local Act (S. Hruby)
b. Recurring AHAC Date and Time – 3rd Monday each month at 2:00pm
9. ADJOURN
10. NEXT AHAC MEETING DATE AND LOCATION: June 19th, 2023, at 2:00 PM
Conference Room 609/610 - Growth Management Community Development
Department
2
AHAC Meeting
May 15th, 2023
2:00 p.m.
Sign-In Sheet- Page 1
Signature Name E-Mail Address
(If e-mail has changed, please cross out
and make changes)
Organization
Represented
Chris Hall Comm. Chris Hall Chris.Hall@colliercountyfl.gov BCC Liaison
Stephen Hruby Stephen Hruby shruby@architectsunlimited.com AHAC- Chair
Jennifer Faron Jennifer Faron JLZellner@gmail.com AHAC-Vice Chair
Resigned Jessica Brinkert jbrinkert@mooringsparkgo.org AHAC-Member
Mary Waller Mary Waller mew4naples@aol.com AHAC Member
Excused Paul Shea Sheapr1948@gmail.com AHAC Member
Gary Hains Gary Hains gary@fl-star.com AHAC Member
Todd Lyon Todd Lyon todd.lyon@nchmd.org AHAC Member
Arol Buntzman Arol Buntzman arol1112@yahoo.com AHAC Member
Jamie French James French James.French@colliercountyfl.gov GMD- Department Head
Cormac Giblin Cormac Giblin Cormac.Giblin@colliercountyfl.gov Planning Manager-GMD-
Development Review
Mike Bosi Mike Bosi Michael.Bosi@colliercountyfl.gov Division Director – GMD-
Planning & Zoning
Jamie Cook Jamie Cook Jaime.Cook@colliercountyfl.gov Division Director – GMD-
Development Review
Derek Perry Derek Perry Derek.Perry@colliercountyfl.gov CAO
Sarah Harrington Sarah Harrington Sarah.Harrington@colliercountyfl.gov
Interim Division Director-
GMD-Economic
Development & Housing
Division
Julie Chardon Julie Chardon Julie.Chardon@colliercountyfl.gov Ops Support Specialist II
3
AHAC Meeting
ⅣIay 1 5th,2023
2:00p.lln.
Sign…ln Sheet―Page 3
Organization
Represented
E-Mail Address
(lf e-mail has changed, please
cross out and make changes)
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AHAC Meeting
ゝ4ay 15th,2023
2:00p.In.
Sign-ln Sheet - Page 2
S●″a“re Name E-Mail Address
(lf e-mail has changed, please
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Organization
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Ag enda ltern Noに , 2D Agenda ltem Topic
(For Public Comment, list topic)
Representing/Petitioner:Other:
COLLIER COUNTY ORDlNANCE N0 2003‐53,AS AMENDED BY ORDINANCE 2004‐05 AND 2007‐24,REQUIRES THAT ALL LOBBYIST SHALL,BEFORE ENGAGING IN
ANY LOBBYING ACTiVITIES oNCLUDING,BUT NOT LIMITED TO,ADDRESSING THE BOARD OF COUNTY COMMiSS10NERS),REGISTER WITH THE CLERK TO THE
BOARD AT THE 30ARD MINUTES AND RECORDS DEPARTMENT
YOU ARE LIMITED TO THREE(3)MINUTES FOR YOUR COMMENTS AND ARE TO ADDRESS ONLV THE CHAIR
PUBLiC COMMENTIS NOTINTENDED TO BE A FORUM FOR SELF‐PROMOT10N PUBL C COMMENT SPEAKERS WHO ENGAGEIN ADVERTISING
THEIR BUSINESS,PERSONAL POLITiCKING OR OTHER FORMS OF SELF‐PROMOT10N WiLL BE ASKED TO LEAVE THE PODIUM
PLACE COMPLETED FORM ON THE TABLE TO THE LEFT OF THE DAlS―PLEASE PRINT CLEARLY 6
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Professional Engineers, Planners, Landscape Architects & Land surveyors
7400 Trail Boulevard,Suhe 200,Naples,FL 34108 PhOne(239)597-3Hl Fax:(239)566-2203
MEMORANDUM
Date: May 5,2023
To: Michael Bosi, AICP, Collier County ZoningDirector
From: Margaret Emblidge, AICP
subject: urban Golden Gate Estates Guesthouse Rentals Pilot program
Task #1 Initial Data Collection
The followine information is included:
1. Property Appraiser impacts.
2. Tax Collector considerations.
3. Existing Residences and Guest Houses in the target area.
4. Initial considerations/findings for discussion.
1. Property Appraiser Research
The following is a recount of the information gathered from Annabel Ybaceta, Director of
Exemptions & Customer service Departments and Jenny Blaje, C.F.E. Director of Tax Roll
Compliance/Data Management Improvements Department with the Property Appraiser's Office
regarding the rental of Guest Houses and their perspectives and impacts on their regulatory
purview.
The main focus was on Homestead vs. Nonhomestead properties and the differences in the
assessments and taxes on primary residences and rented guesthouses. The Property Appraiser
implements F.S. Subsections 193.155 and 1193.1554.
The Properfy Appraiser creates the TRIM Notices for real estate taxes after the first of the year.
The TRIM Notice includes taxes for all applicable taxing authorities. These taxes are based on
property and structures. This information is utilized by the Tax Collector who sends tax bills and
collects payments.
There are many nuances to the impacts a rented guesthouse would have on the taxable value of a
properry, below is an overview on those impacts.
7
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Homestead Residential Properties
Introduction:
Florida State Statute 196.031 requires that you have legal or beneficial title to real property and
in good faith make the same your permanent residence as of January lst to be eligible for the
homestead exemption. A homeowner must apply for the Homestead Exemption with the
Property Appraiser. After the first year a home receives a homestead exemption and the property
appraiser assesses it at just value, the assessment for each followingyear cannot increase more
than 3 percent or the percent change in the Consumer Price Index (CPI), whichever is less. The
assessed value is further adjusted to subtract the two $25,000 Homestead exemptions.
The assessed market value is used to determine the taxable value. The market value is based on
the value of the buildings and accessory structures (including Guest Houses) and the land value.
Note: The School taxable value is based on the exemptions above except the second homestead
exemption is not included. Which equates to the school taxes being based on a higher value than
all other taxing entities.
Renting Guest Houses in Homestead properties:
If a Guest House is rented that changes the assessment approach as follows:
The Guest House structure is lessed out of the assessed value of the Homestead portion of the
properfy. The Guest House is then assessed separately as a Nonhomestead structure. This means
that instead of the 3o/o cap, a l0o/o cap for non-school taxable values is applied. This results in a
higher taxable value and increased taxes.
If the properfy owner decides to discontinue renting the Guest House, then the guest house
structure is then assessed at the current market value which will be higher than the original
assessed value before renting the guest house. Resulting in an additional increase in taxes.
This is similar to when a house is sold, and the new owners have to start over with the
Homestead process. The taxes will be higher than what the previous owners were paying because
the baseline changes to current values.
If the Property Appraiser can prove that the guest house has been historically rented, then the
property owner can be back charged to recoup the taxes not paid at nonhomestead valuations.
Nonhomestead Residential Properties
Residential properties that are not the owner's permanent residence are assessed pursuant to F.S.
193.1554. This statute describes this scenario as follow:28
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"(1) As used in this section, the term "nonhomestead residential property" means residential real
property that contains nine or fewer dwelling units, including vacant properly zoned and platted
for residential use, and that does not receive the exemption under s.196.031."
"(2) For all levies other than school district levies, nonhomestead residential property shali be
assessed at just value as of January 1 of the year that the property becomes eligible for
assessment pursuant to this section."
"(3) Beginning in the year following the year the nonhomestead residential property becomes
eligible for assessment pursuant to this section, the property shall be reassessed annually on
January 1. Any change resulting from such reassessment may not exceed 10 percent of the
assessed value of the property for the prior year."
"(4) Ifthe assessed value ofthe property as calculated under subsection (3) exceeds thejust
value, the assessed value of the property shall be lowered to the just value of the property."
Guest Houses rented on Nonhomestead residential properties.
Rented Guest Houses would be treated the same as the nonhomestead primary residence.
2. Tax Collector Meetins and Research
The following is a recount of information obtained from Robert Stoneburner, Collier County Tax
Collector and James Moore, Deputy Tax Collector.
The primary regulations the Tax Collector implements include F.S. Chapter 197 Tax Collections,
Sales and Liens, F.S. Chapter 509 Lodging and Food Service Establishments; Membership
Campgrounds and the Collier County LDC Chapter 126-Taxation.
The Tax Collector's purview for collecting taxes does not include the renting of residential units
for more than six (6) months. The Tax Collector would collect taxes on residences rented for six
months or less. Just as an FYI, these short-term rentals may require a Business Tax License,
sales taxes and Tourist Development Taxes etc.
If the intent is to allow the renting of Guest Houses for more than six (6) months, then the Tax
Collector would not be involved.39
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3. Existing Residences and Guest Houses in the target area.
The target area for this Pilot Program and assessment includes those residential lots located
within the Urban Golden Gate Estates (JGGE) areas west of C.R. 951/Collier Boulevard as
depicted on the Future Land Use Map. A detailed assessment of the number of existing
residential lots, existing residences and existing Guest Houses was conducted by County Staff
(Growth Management, GIS, Property Appraiser). Additional data was provided that includes
Estates zoned parcels that arc outside of the Urban Golden Gate Estates but located west of
Collier Blvd. A summary of these findings are as follows (also see attachments #l and#2):
UGGE:
Existing Residential Lots: 3,27 4* I -
Existing Residences without Guest Houses: 2,560+/-
Existing Residences with Guest Houses: 352+/-
Vacant Residential Lots: 362+ l -
Non-UGGE Zoned Estates:
Existing Residential Lots: 284+ I -
Existing Residences with Guest House: 41+/-
Existing Residences without Guest House: 192+l-
Vacant Residential Lots: 51+/-
4. Initial ConsiderationslFindinss
1. Approve only as a Pilot Program with a 5-year sunset/restudy.
2. Require an annual registration program along with inspections. Review previous rental
inspection progrcm for guidelines. Would result in more staff time.
3. Current Urban Golden Gate Estates Sub-Element & LDC regulations exempt GH from
Density.
4. What is the preferred Target Market?
5. Traffic generation would increase. There are no LOS standards on local roads.
Attachments:
1. Table of Estates ZonedProperties-Located West of Collier Blvd.
2. Map of subject properties.410
Al「ACHMENT#1
Guest House Study of Estates Zoned Properties-Located West of Collier Blvd.
Property Appraiser Market Areas
Within Urban GGE of GGAMP
Data Retrieval Date:
April 17 ,2023
Main SF with
Guest House
(attached or
detached)
Main SF
House Only
Vacant
Unim proved
Parcels
Total Parcels in
Urban GG
Estates Area-
Including Vacant
Parcels
Percent of
Existing SF
Parcels with
Guest
Houses
MA801: West of l-75, North and
South of GG Parkway.
27 45
MA802: East of l-75, West of
Santa Barbara BLVD. and South of
Dog Ranch Rd.
MA803: West of l-75, South of GG
Blvd., andNorth of Pine Ridge Rd.
156
MA804: East of l-75, North of
Vander Beach Rd., West of Logan
BLVD. N. and South of lmmokalee
Rd.
383 48
MA805: Abutting Logan Blvd.,
South to Vanderbilt Beach Rd.,
North of Green Blvd., West of
N/S canal extended.
50 938
MA806: W. of Collier Blvd., S. of
Vanderbilt Beach Rd., N. of Green
Blvd., East of N/S canal extended.
98 551 108
subtotal 352 2560 362 3274 1209%
Parcels with 2 Guest H
Total Guest H6 358
2912
Additional Estates zoned Parcels
outside of Urban GGE of GGAMP
Located west of Collier Blvd,
41 t92 284
Parcels with 2 Guest H
Total Guest H
1
42
Study Area Porcel Totqls 39i 2752 413 3558 125θ%Totol Existing Guest Houses 4θ θ
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April 18, 2023
1
MINUTES OF THE COLLIER COUNTY
AFFORDABLE HOUSING ADVISORY COMMITTEE
Naples, Florida, April 18, 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: Steve Hruby
Vice Chairman: Jennifer Faron
Jessica Brinkert (excused)
Arol Buntzman
Gary Hains (excused)
Commissioner Chris Hall
John Harney
Todd Lyon
Planning Commissioner Paul Shea
Mary Waller
County Staff Members Present:
Cormac Giblin, Planning Manager, Development Review
Mike Bosi, Director, Planning & Zoning
Derek Perry, Assistant County Attorney
Jaime Cook, Director, Development Review
Sarah Harrington, Interim Dir., Economic Development & Housing
Julie Chardon, Ops Support Specialist II, GMD
13
April 18, 2023
2
Any persons in need of a 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
[The pledge of allegiance was recited.]
Chairman Hruby called the meeting to order at 8:32 a.m. He told speakers they have to register prior
to speaking and can speak up to three minutes, unless the time is adjusted by the chairman. If you’re
disabled and need an accommodation to participate, you can contact the county Facilities
Management Department. Devices for the hearing impaired are located in the County Commissioners’
Office.
2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF
Mr. Giblin called the roll call and noted Mr. Hains and Ms. Brinkert have excused absences.
A quorum of eight was present in the boardroom.
Planning Commissioner Shea asked what makes an excused absence versus unexcused.
Mr. Giblin said it’s unexcused if they don’t provide notice.
A discussion ensued over non-excused and excused absences.
Planning Commissioner Shea said getting an absence excused bypasses having to show up.
Ms. Waller said Ms. Brinkert is good when she shows up.
Mr. Giblin said he will provide the complete attendance record and the ordinance/resolution next
month so they can discuss it.
Planning Commissioner Shea noted that at the Planning Commission it’s by permission and
they vote on it.
Chairman Hruby said if it becomes flagrant, the committee could tell her to either start coming
or resign. We can force her to resign.
3. APROVAL OF AGENDA AND MINUTES
a. a. Approval of today’s agenda
Mr. Giblin said he has one addition from staff under New Business, a discussion over a possible
change to the AHAC’s meeting date and time. We’ve been talking with Commissioner Hall’s
office recently about changing it to a different time.
Chairman Hruby asked if it was a discussion for a specific month or our general schedule.
Mr. Giblin said it’s for the ongoing schedule.
Chairman Hruby asked if anyone had an objection to that.
[No one objected.]
Ms. Waller made a motion to approve the agenda, as amended. The motion was seconded by Mr.
Lyon. The motion passed unanimously, 8-0.
b. b. Approval of March 21, 2023, AHAC meeting minutes
Planning Commissioner Shea said when he reads the minutes, there’s a tremendous number of
action items buried in there. Is there a way we can highlight those to show they’re action items to
keep track of them?
Mr. Giblin said you can ask the minutes taker to make those highlights in the minutes.
14
April 18, 2023
3
Chairman Hruby suggested making them boldface.
Mr. Giblin said votes and motions are typically highlighted.
Planning Commissioner Shea said there are a lot of things that say somebody’s going to do
something and they’re buried. They’re action items we’re not tracking.
Chairman Hruby said that’s a good point. He gave kudos to the minutes-taker, calling it a very
thorough set of minutes, probably one of the most thorough we’ve seen. It really documents what
went on. Since we’re not videotaped, it’s great to have that level of detail, so thank you for your
effort. It’s a lot to put together.
Ms. Waller made a motion to approve the March 21, 2023, meeting minutes. The motion was
seconded by Planning Commissioner Shea. The motion passed unanimously, 8-0.
4. INFORMATIONAL ITEMS AND PRESENTATION
a. Committee Vacancies – Two Applications
Chairman Hruby noted they have one vacancy and will have another soon and have two
applications.
Mr. Giblin said he spoke with the office that advertises the vacancies. The seats remain vacant
until staff tells them to close the posting. So far, they’ve received two applications from Hannah
Roberts and Susan Ryan, which are in your packet. We haven’t told them to close the posting yet.
We have the seat vacated by former chairman Trachtenberg and possibly another seat coming
vacant shortly, so we may keep it open until we have two seats to get a good slate of candidates.
Chairman Hruby said he’s been talking with someone who’d be an excellent candidate. He was
serious and we met twice to talk. He called last night to say he can’t do it for about six months
due to commitments, so he said next time. He’d be an excellent candidate for the AHAC, so we’ll
keep in touch to ensure he submits his application next time.
Mr. Giblin said the two applications in your packet are informational only, just to let you know
who applied. The posting will run for another 20 to 30 days.
Chairman Hruby said this could be an action item for us at our next meeting.
Mr. Giblin said we may try to wrap it up then.
Action Item: Discuss the applications received for vacant seats at the next meeting.
Planning Commissioner Shea asked what the requirement was for attendance. The Planning
Commission’s policy is that if you miss two and it’s not excused, you’re done.
Mr. Giblin said the county has the same attendance requirements for all advisory committees and
subcommittees.
Ms. Waller noted that some haven’t been attending and asked if they’ve been keeping track.
Mr. Giblin said we can include an attendance summary in your next packet.
Ms. Waller said they need to start recruiting earlier. Last year, we had a committee that couldn’t
vote. We need to start our renewal process earlier so the seats aren’t vacant.
Mr. Giblin said he’ll suggest to the County Attorney’s Office that seats that are expiring be
advertised 60 days before their expiration date.
Ms. Waller said if you advertise a few days before the expiration date, the seats will expire.
They’re no longer a member of the committee. It needs to be advertised prior to the expiration
date. You’re not allowing enough time for another.
Mr. Giblin said he’d ask for 60 days.
15
April 18, 2023
4
Planning Commissioner Shea asked if they had to be specific about the expiring seats.
Mr. Giblin said they do.
Chairman Hruby said the seats are filled by category. [He then called the roll call so they can
determine absences in the future.]
Action Item: Ensure a roll call is taken to keep a running tally of absences and include the
tally in the agenda packets. (The minutes title page shows absences.)
5. PUBLIC COMMENT
[None]
6. DISCUSSION ITEMS
a. Subcommittee Recap – J. Harney
i. AHAC Work Plan Review
Mr. Harney provided a report on the subcommittee’s work plan:
Jennifer put together an outline for a strategic plan, a work plan. The idea is to make it an
ongoing, updated list of plans because we don’t have an ongoing work plan to determine
where things are. In the past, we had initiatives and created those as part of the Local
Housing Assistance Plan.
The LHAP is required by the state as part of the county ordinance that created the
AHAC. There’s not much about meetings written down.
The idea is to create a plan we can work from. We reviewed the plan in depth at the last
meeting and took a couple of items off because they’d already been handled or are about
to be finished, so they’re not appropriate to move forward on.
We have a revised list that includes everything we feel is important going forward.
We had a lengthy discussion about the subcommittee’s work and redefined it. We
decided it would largely decide what we talk about at the full AHAC meetings, rather
than to be a score sheet that we work on. The subcommittee would screen issues on an
ongoing basis before the full AHAC works on them.
There has been bloat in our meetings. Several things were presented here that maybe
aren’t relevant for us to talk about. They took up a substantial amount of time over the
last year or two. We have enough really important items to work on, so it’s better for us
to sharpen what we’re working on and give it the time necessary, rather than be distracted
by other things that have come in here.
Some items in the last year probably never should have gotten to the full AHAC. The
idea is to have a good plan and have the subcommittee develop it, then have the full
AHAC work to execute it.
Chairman Hruby told the AHAC:
We’re not sure what to name the subcommittee yet. It works like a non-profit board,
an executive committee that screens the agenda to keep board meetings efficient, on
target and on time.
We discussed whether to meet every month or year and the consensus was to meet
quarterly to update issues.
We discussed whether the subcommittee helps set the agenda and decided the most
efficient way to set the agenda is as we’ve been doing it, with the chair, staff and
Cormac sitting down about a week before the meeting.
He will be co-chair of the subcommittee with Mr. Harney to help tie it to the agenda.
Mr. Giblin said it would be an ongoing subcommittee that would meet quarterly to basically
steer the initiatives that would be discussed by the full AHAC.
16
April 18, 2023
5
Vice Chair Faron said it’s akin to the annual strategic planning that you’d see in private
enterprise, where you do this toward the latter part of the year. Some things will roll off the list
because they end, while some will continue indefinitely. The subcommittee would help set it
up so we don’t spend a lot of time at the full AHAC discussing what we’re going to discuss.
Chairman Hruby said the idea is to be more efficient.
Commissioner Hall said he’s impressed with it. It’s a good tool to use. Kudos.
Chairman Hruby noted that Jennifer compiled it.
Vice Chair Faron said that everyone helped. We’ve done a lot of this work and the goal is
that Commissioner Hall will be able to tell people what the AHAC is doing. It holds us
accountable, gives the BCC comfort with what we’re doing and sets the stage for our agendas
and discussions.
Ms. Waller noted that it outlines different aspects that are recommended. These are to be
recommended or these are already decisions that are made that AHAC is going to
recommend.
Vice Chair Faron said the idea is that these are concepts the AHAC will research, investigate
and potentially come up with a recommendation to the BCC. We’d have recommendations
we’d ask the BCC to approve. Some may not make sense due to research and staff time, but
this is a starting point for the AHAC’s discussion.
b. BCC Initiatives vs Live Local Act – M. Bosi
Mr. Bosi reported to the AHAC:
He provided the Board of County Commissioners with the state’s ideas and those from
the 2017 housing plan, which have parallel concepts.
The Live Local Act is a provision that prohibits jurisdiction, cities, municipalities and
counties from holding public hearings when there’s an affordable housing proposal
with at least 40% allocated to an income-level threshold identified within Florida
Statute 420.004, which has low, very low and a gap in moderate ranges if you provide
40% of affordable housing at a minimum of 120% of AMI for a 30-year period.
If the project is commercial, industrial or mixed-use property, you can’t be required to
go through a public hearing. You’re entitled to those intensities, the upper threshold.
If you have 40% of that and if you’re on commercial, industrial or mixed-use, then
you’re entitled to the intensity and density of the highest level allowed within
residential, where residential development is allowed within unincorporated Collier
County right now, which is 91.77 units an acre.
The height you’re entitled to is three stories, or the tallest structure allowed
commercially and residentially within one mile of your project, so it depends on where
the project is. Within a one-mile radius, you’re entitled to the highest approved heights
allowed within that radius.
Chairman Hruby asked if that refers to the zoning requirements, all buildings that may be in
a PUD.
Mr. Bosi said if the zoning is a PUD.
Chairman Hruby said if you have a 12-story building a mile away that’s already built and
part of a PUD, that’s your benchmark?
Mr. Bosi said that’s the benchmark, unless the PUD allows for even higher than what was
constructed. It allows for what was approved, so it doesn’t have to be whether it allows for 150
feet, but they only built 120 feet. The project would be entitled to 150 feet.
Chairman Hruby asked if it crosses borders.
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Mr. Bosi responded that:
They can’t cross borders. The City of Naples cannot look to the county and the county
cannot look to the City of Naples. It has to be within the jurisdiction, so you’re entitled
to the height in that allocation that the one-mile radius provides.
The density allowed for the mini triangle is 92 units an acre and then what you’re
required to do is go to your Site-Development Plan. You’re not required to go to a
public hearing. You go to the SDP and the task is to provide for water management,
landscaping, buffering, etc., that comes into play and make sure that can fit within the
envelope of the height.
Most projects probably will not be able to accommodate 92 units per acre due to fit,
unless there’s a really tall structure in close proximity (one mile) and it would be hard
to get parking levels and all the units constructed within the height envelope.
Chairman Hruby said financially, if you’re building a multi-story parking garage and 40% of
the units are affordable, you’re not going to be able to pencil that one out.
Mr. Bosi said we’ll definitely be dictating as to what and how much. They can take advantage
of the allowances of the additional density and then it’s simply an SDP.
Mr. Bosi continued his presentation, telling the AHAC:
Another parallel issue is temporary. Think about it in terms of how the application
would be for the City of Naples. There’s another bill, Senate Bill 250, which says
since the date of Hurricane Ian to October 1, 2024, no jurisdiction, municipality or
county can approve any new, more restrictive land-development code regulations.
The City of Naples is proposing many modifications to its Land Development Code
right now and is going through a lot of consternation over it. He’s not sure they
recognize that Senate Bill 250 will put whatever decision they make on hold before
they can implement those.
The City of Naples now has City Council sign off on SDPs. The requirement from the
Live Local Bill is you get your intensity and your height that’s given to you, but you
still have to go through the SDP process. In Naples, the SDP process is now political.
They’ve created a conundrum that they’ll probably struggle with for a while, but we’re
going to meet with the administration to try to provide clarity within our
Administrative Code on how these projects may be able to move forward to take
advantage of what Live Local Act says and creating rules for how that would move
forward, what you’re entitled to with density and height, and then the SDP process.
The County Housing Plan recognized that commercial and industrial mixed-use were
areas that were ripe for affordable housing by right, and that’s what the state did. The
state recognized that scenario, that the intensities associated with those land uses
traditionally have a higher trip generation than what’s generated by residential
projects, so allowing residential to move forward without a public hearing is not as
egregious of a step in isolation as it would have been because the intensity associated
with residential development is less in terms of traffic generation than what
commercial or industrial properties provide for.
Because of that thinking, the county and state were both in line. Our amendments
mirror the same permissions in the same focus area that the Live Local Act provides.
He’s not the interpreter of the state statute. The court system is. Within the first year of
this process, there probably will be a tremendous amount of litigation from
jurisdictions and counties to work out kinks to determine how the act will be applied
because anybody who reads the statute has found a lot of disagreement.
Some consider it straightforward, while others don’t. We may interpret it in a different
way. There’s a lot of ambiguity that will be applied to the act and how it moves
forward.
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We’re going to craft potential ways to move forward, going to go to the Board of
County Commissioners to ensure they agree this is the right application for how we
can move forward.
Chairman Hruby said there seem to be three options that our development community can
follow, not only Live Local Act, but Sen. Bill 1339 and our four initiatives, when they become
part of the Land Development Code, so we have a lot of flexibility to move from one to
another, depending on what makes the most sense.
Mr. Bosi agreed. There are more avenues now than there have ever been.
Vice Chair Faron asked if they could talk about House Bill 1339. She understood it’s
described as the silver-bullet option. If she’s a developer who wants to build 250 units and she
has various regulations, how does HB 1339 play into what’s recently been passed by the BBC
and the Live Local Act? Is it even a tool anymore? How would the BCC use that?
Mr. Giblin said it can be used because this only applies to commercial, industrial and mixed-
use. House Bill 1339 can be used anywhere and it’s for a county-initiated special project.
Mr. Giblin described the differences:
Senate Bill 102, the Live Local Act, is like an anti-NIMBY law on steroids. It’s
YIMBY, “yes, in my backyard,” and we’ve seen this initiative take place on the west
coast and move this way. This is a direct result of decades of affordable housing
developers getting beat up in every local Planning Commission, city hall and Board of
County Commissioners meeting when they try to build affordable housing. They made
their plea to the state legislature and the governor – and this is the result.
Basically, if the density was good enough for million-dollar condos at Metropolitan
Naples and if the height was good enough for the Towers on Isle of Capri, then why
isn’t it good enough for affordable housing?
Chairman Hruby noted that it kind of levels the playing field.
Mr. Giblin continued his explanation.
That’s the bottom line here in the Live Local Act. It doesn’t allow affordable housing
to have any additional height or density than the county already has seen fit to approve
for other types of projects.
We’re seeing that play out regularly in Collier, when we have 100 concerned citizens
at public meetings who are always anti-affordable housing. This levels the playing
field.
Vice Chair Faron noted that he said it’s all going to get straightened out as it gets applied.
There could be lawsuits and court cases, etc. Is there any concern on the part of staff on the
murkiness that exists right now before it all starts? Or is it going to stifle some development
because people want to wait to see what happens. What’s your thought on how this works in
the meantime? A developer would want to get a shovel on the ground every day.
Mr. Giblin said that in the three weeks to a month since the Live Local Act passed, he’s been
getting calls from land-use attorneys, developers and builders asking how to apply, what’s the
process, who do I call in the county to start? Our response has been, No. 1, it’s not effective
until July 1 and, No. 2, we’re learning it as we go and we will get there with the process, but
we’re not there yet. We need to figure it out. Mike’s advice to people walking in the front door
and asking our front desk is to do a Zoning-Verification Letter to verify the highest building
within a mile, what the density is, and then that can start the process rolling.
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Chairman Hruby said it’s interesting that many folks are stepping up. This isn’t really
discouraging.
Ms. Waller said it’s good.
Mr. Harney said it validates what we’ve been working on here locally, that builders are out
there, they’ve been waiting for a change and they’re ready. He asked Mike about the
recommendation to the BCC to approve the petition that gets sent to the state. Has the state
DEO received our four amendments for review?
Mr. Bosi said yes, they transmitted them within a week of that.
Mr. Bosi elaborated, telling the AHAC:
We don’t anticipate that we’re going to have any comments from the state.
It’s an issue where they were trying to promote additional affordable housing. That’s
something the state has been very supportive of, especially with the Live Local Act.
What the state is offering almost outsizes our initiatives, so he can’t imagine the
county will get comments other than a “no comment” from state agencies.
From that, we’ll take the LDC amendments associated with those Growth
Management Plan Amendments and take them to the DSAC-LDR subcommittee this
afternoon. They’ll go before the full DSAC in the next couple months and then will
come back for adoption by the Planning Commission. The Board of County
Commissioners will have the LDC Amendments that will implement the GMP
Amendments, which will be second fiddle because they’ve already been heard once by
the Planning Commission and the BCC. They’ll focus on the LDC implementation
language for these initiatives. That likely will occur this fall.
Chairman Hruby said moving ahead with that process toward the LDC amendments while
the state is reviewing the Growth Management Plan Amendments is good. Any other
comments?
Commissioner Hall said that when he hears that the Live Local Act gives tax-credit equity as
an incentive, how does that apply if he’s a builder and gets tax credit equity?
Mr. Giblin said Michael Puchalla, executive director of the Collier County Land Trust, will
address that.
Mr. Puchalla told the AHAC:
The Florida Housing Finance Corp. manages both the 4% and 9% tax-credit programs,
which have always been the No. 1 tool for affordable development. If a developer isn’t
going to be charging market rates, it gives the equity needed to make their deal work,
so they’re encouraging corporations to add additional money.
They’re creating this incentive for a corporate entity to get tax credits to invest their
additional money into the sale program. It’s a mixture of the state having a tax-credit
program, but allowing Florida’s corporate entities to invest an additional $100 million
into the sale program, the State Department Incentive Loan Program.
That program offers financing at 1% for up to 15 years for a developer doing
affordable housing, so they’re increasing the amount of money available in the sale
program, which is huge for the affordable community, allowing corporations to invest
up to $100 million into that program.
In exchange for that investment, they’re getting tax credits for corporate income tax
and some of their sales tax.
Commissioner Hall said as a business owner or corporation, he can save actual tax
dollars by putting them in there and then the fund that he put it into is XX percent. It’s
debited out or subsidizes the deal to make it work.
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Mr. Puchalla said the state Housing Finance Agency in Tallahassee is managing that and will
be responsible for creating and managing the program. The state also is giving an extra $150
million a year for 10 years into sale, so they’ve got money going in now. They’re saying we
can get up to an extra $100 million from corporations, so they’re increasing that pot of money
for the development community.
Commissioner Hall asked how a developer would tap into that and maximize.
Mr. Puchalla told the AHAC:
There’s a yearly RFA process through Florida Housing Finance and developers know
when they can apply. They’ll probably have special RFAs and there will be
announcements from Florida Housing Finance Corp. when they’re ready to say they
have a certain amount of dollars. They’ve even had additional money from Hurricane
Ian, the Residential Rental Loan Program. That was a special announcement.
The development community knows they have workshops in Tallahassee where they
can listen and get feedback. Once they’re ready, they can open up an RFA similar to
what we do locally for our SHIP CDBG home funding. That’s available at the state
level.
There’s also a Community Contribution Tax Credit Program. If you have a local
project that’s a bit smaller, you also could fund that through the DEO to get a tax
credit. They had up to $14.5 million per year available and are increasing that to $25
million at the state level. If it’s a small project, you could go to our local corporate
entities to ask if they’re interested in funding it. You’d get a 50% tax credit if you put
your money into this type of project and a developer could gain some units that they
might find important while getting a tax credit.
It’s a do-good to get-good concept, a win-win, an increase for a local tax credit-type of
project.
Commissioner Hall said that helps. He’s out talking to people and others come to him to ask
what they can do and how they could apply this. That will help him explain it better.
Chairman Hruby said he gathered that those were a supplement to the presentation. You took
each LDC amendment, identified the parcels, the number of acres and maximum density we
could get and calculated the potential that would be out there – and it was phenomenal. Did
you have about 27,000 market units and 14,000 affordable if we build everything out?
Mr. Bosi said that’s if you build everything out and there’s a lot of redevelopment along
density lines and transit lines.
Chairman Hruby said that with your understanding of the county, planning and the
development community, if you had a crystal ball, how much of this do you think is reality
versus potential? We’ve had Empowerment Zones around major intersections for years and
had an affordable-housing bonus there, but nobody participated. Do you think this is a
different situation? Do you think developers will participate now?
Mr. Bosi told the AHAC:
15-20% of those total estimates probably can be realized.
Planning attorney Rich Yovanovich felt the Live Local Act did nothing for his clients
because they’re traditional builders who don’t think about where the benefit is.
For more traditional affordable housing providers who take advantage of tax breaks
and government financing, we’ll look at that and the height and density allowances
we provide for to make their projects work in a more economical way. The pro forma
and performance limitations might not be able to resonate with the densities allowed
for with the type of amenities and what this market demands.
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What we’re probably going to need to experience over the next couple of years is to
try to attract more affordable-housing builders like Rural Neighborhoods. That might
be critical to seeing some of these projects move forward with maximum efficiencies.
There will be more affordable housing providers because we’re doing it now up to
22% with local builders. They do it because they need to get increased density.
They’ll give you 22% and make it work, subsidizing their market rates off their
affordable housing units.
The advantages of Senate Bill 102 sit within affordable housing providers and having
the densities and intensities coupled with tax credits. If you target some lower-
income levels, you get property tax abatements within the Live Local Act, another
potential cost savings that can stretch the performance more.
There will be much to come over the next 1½ years. We need to have a robust or at
least an effort at marketing to affordable-housing builders who aren’t in this market
yet. We’re creating opportunities with the Surtax Subcommittee, the surtax money
and filters we’ve created to tell them to bring us projects, here’s our scoring system.
You can use the four county initiatives or the Live Local Act. If they could bring an
idea that marries those, we’re going to start attracting different providers who haven’t
been in this market yet and that could yield additional benefits.
Chairman Hruby said that’s huge because he deals with many housing developers
nationwide, trying to encourage them to come to Collier County. They used to look at it, look
at the numbers and the complexity of developing here and say, “No thanks. There are better
ways of doing business.” Now that we have them coming to the table, and if this encourages
more and there’s more competition, that’s a positive.
Mr. Bosi said if you think about with the Community Land Trust and the $20 million we set
aside for land acquisition with the entitlements that are provided for within the Live Local Act,
you could have interest from developers who haven’t touched this market to see if they can get
land that’s made available. We can couple this with our tax credits and the property tax
abatements that are provided for and they can pencil together projects that could have a
significant gain in terms of adding to the supply of affordable housing in this market.
Vice Chair Faron told the AHAC:
She spent 11 years on the board of a not-for-profit affordable-housing developer in
Chicago, Milwaukee and Madison, Wisconsin and looked at pro formas when she was
on the Project Review Committee and the Finance Committee. This will help.
But you still have some of the same common denominator issues any developer has –
construction costs, construction loans, turning to permanent loan financing and the
high-interest rate environment. This is not the end-all, be-all. We still have external
pressures that any developer does.
We could try to start to control big influences like construction costs.
She drove to Punta Gorda last Friday to look at CoFutures’ prototype of its
prefabricated steel-panel housing, which Commissioner Hall brought to us last month.
It’s a remarkable product. They have the process down to the minutes and seconds of
how to build a house, a tremendous process and efficiency. But can they scale right
and can other companies like that scale to the extent that we can encourage that kind
of technology in Collier County?
She asked what it would take for CoFutures to come to Collier County. He said impact
fees and the cost of land are problems, but there are some things that some of this will
offset. Taking a look at the other side, new technology and building, some of that will
take a long time to come online and CoFutures is still building its factory. It’s not yet
scalable, but it was an interesting tour and she wondered how it would apply in Collier
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County, if they could put up 36 houses in 30 days.
There’s a multi-use component where they can build two-, three- and four-story
buildings faster, better and more energy efficient, which helps offset utility and
maintenance costs, etc. The combination of those is what we need, whether it’s
CoFutures or another builder, that kind of use as pro formas break on operating costs
on a building going forward. It’s not just construction costs. They break on the
operating costs, especially in affordable housing, where it’s a higher-intensity
residential use. It’s got more social issues typically assigned to it with tax credit work,
so we can solve some of this, but we still have ongoing pressures from other issues.
c. Golden Gate Golf Course Development Update – C. Giblin
Mr. Giblin told the AHAC:
The AHAC requested that we update you on where we are with the affordable-
housing development on the Golden Gate Golf Course.
We’re planning a couple of agenda items that are going to the BCC for their next
meeting. The executive summary is in your packet.
The BCC went out for an Invitation To Negotiate for a developer to build affordable
housing on the portion of the golf course property in December 2019.
In November 2020, Rural Neighborhoods was officially approved and the developer
agreement was approved by the Board of County Commissioners.
Since then, the property had to go through a Growth Management Plan Amendment
and a PUD rezone to change it from a golf course to apartment-complex residential
and various other uses that are divvied up on the old golf course property.
That took place and finished its process last year. During that time, Rural
Neighborhoods was drafting architectural plans, a land-use plan, getting contractors
on board and seeking financing.
They’ve applied to Florida Housing Finance through some of the programs Michael
mentioned. The tax credit programs occur yearly and there’s typically an RFA
(Request For Applications) released during a yearly cycle from Florida Housing
Finance Corp. The project wasn’t successful in its first round, but was successful in
its next round and they have a funding commitment for the essential-service
personnel housing portion of the development, 250 family units.
There’s another component, an additional 150 senior housing units project that’s
going through the process now and he’s seeking funding. He’s close to wrapping up a
funding deal for the items we’re bringing to the BCC at its next meeting.
One is included in your packet, a few slight modifications to the original developer
agreement. One is to reduce the lease area by just under two acres. One of the
requirements when we redevelop a golf course into residential is that there be a 75-
foot buffer around the entire old golf course area to buffer existing residential from
what once was a golf course and which now will be multi-family housing.
Rural Neighborhoods asked that the strip be removed from its leased area and remain
with the county for ongoing maintenance. That made sense to our Real Property staff
because we’re going to be maintaining the balance of the property anyway. One of
the minor tweaks is to remove the buffer strip from Rural Neighborhoods’
maintenance to county maintenance.
The next clarification is that some of the income targets in the agreement have been
shifted. We’ve been successful in having them lower their target incomes and rents
from what was originally approved. Originally there were some units at 140% and a
greater mix of units at 120 AMI. We’ve been successful in reducing that and having
them produce a more affordable product. That has to do with the fact that as time
evolved, interest rates and construction costs went up. There’s been a need for Rural
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Neighborhoods to apply for more grant funding, which comes with requirements that
you target the lower incomes. Some of that has been driving the target incomes of the
residents.
It also clarifies the construction timeline. In the previous version, it was dependent on
the county completing the Growth Management Plan Amendment and the rezone.
Those have been completed. Now the only outstanding item is for his financing
commitment, which we’re going to give him. The draft says 12 months, but we’re
probably going to give him six months to add urgency and move it to completion.
The other two companion items are the changes being proposed for the developer
agreement. They’re going to be mirrored in the land lease as they’ve tried to fund the
project and fill the funding gaps. He also applied for and will be awarded a $1.5
million county SHIP loan to help fill some gaps. In total, it’s an $82 million project
for 250 units, just the ESP housing side, not the senior side. County sources that are
going to help fund this are the land. That portion is valued at about $5.5 million.
We’re going to be giving an impact fee waiver valued at about $5 million and the
$1.5 million SHIP loan.
Two other sources will come into play and they’re going to be blended both on the
ESP side and the senior housing side, which is going to be receiving a roughly $2
million state HOME grant, from the federal HOME program, and about a $4 million
grant from the Coronavirus State and Local Fiscal Recovery Funds (SLFRF)
program. It’s money from the Treasury Department that involved the coronavirus that
can be used. Now that the coronavirus pandemic is largely gone and paid for, the
Treasury has a lot of idle money sitting on its hands, so they’ve consistently been
increasing allowable uses. One is affordable housing, so there’s $4 million from that,.
In addition, this project came to us through a partnership with the Community
Foundation of Collier County for a $10 million grant. Those are the public and non-
profit sources that are helping fund it. The rest of the $82 million is up to him finding
financing, which he’s well on the way to doing.
Mr. Harney noted he said impact-fee waiver, rather than deferral, so those impact fees would
be removed?
Mr. Giblin said the county’s impact fee program has a 10-year deferral for rental housing. As
the developer plugged that into its pro forma, it was nice, but it wasn’t. He still had to pay
those fees, either over 10 years or have a balloon payment in 10 years. In negotiations
directly with the County Manager’s Office (Amy Patterson used to run our impact-fee
department, so she’s probably the most knowledgeable person in the county regarding impact
fees), she has sought outside legal guidance and thanks to some changes in state law, she’s
confident that through the use of a land-use restriction agreement for 99 years, we can waive
those. We’ve already owned the land for 99 years and we have those restrictions in place.
Mr. Harney do you foresee the possibility that impact-fee waivers might be available for
other projects in the future? That’s important. We’ve never seen that before, right?
Vice Chair Faron said during discussions about that project, she understood there was still
an outstanding environmental issue involving the golf course and a discussion on who’s
going to pay for the study and remediation. Has it been resolved so he can move ahead once
he gets his financing?
Ms. Cook said as far as the outstanding environmental issue, they’re still conducting soil
testing and the county is behind all of it. They’re paying for the entire golf course.
Vice Chair Faron asked if it’s necessary, would the remediation be paid by the county, or
who would pay for that?
Mr. Giblin said he spoke with the developer yesterday and he indicated he was hopeful on
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this issue, so he was surprised to hear his optimism. They’ve done the testing on the golf
course site and found chemical infiltration, but what he said was they found it virtually at all
depths. It wasn’t just on the surface, it was on the depth. He has DEP guidance to do mirror
tests at a nearby school site or a government-owned facility nearby. If they find similar levels
in those tests, then what was found on the golf course may be deemed background and he
may be on the way toward a less involved mitigation.
Chairman Hruby told the AHAC:
He’s confused about the $5.5 million worth of land being put into a land lease and
it’s going to be in trust.
The way he reads the paragraph, it appears the county is going to reimburse itself
from the surtax fund for that land. He was under the impression that wasn’t the
intention of the $20 million. His understanding is if you had county owned land and
you donate it, you don’t get reimbursed. What’s going on?
This committee has constantly been saying that $20 million shouldn’t be for dealing.
We heard rumblings about it being used for reimbursing the purchase of the golf
course. The AHAC was pretty much advising against that.
If you’re going to take $5.5 million dollars to reimburse yourself, you go into the
Housing Trust Fund, not General Revenue. No. 2, there’s a larger policy decision
here about how you use county land. If county land is going to affordable housing
uses, it should be donated and not reimbursed, whether it’s philanthropic or our
penny tax. As a committee, we should talk about what kind of policy should be
established for the use of county land.
That’s taking 25% of our valuable $20 million to reimburse the county, which isn’t a
great public image right now.
He’s not sure how the AHAC feels, so he wanted to bring it up for discussion.
Mr. Harney said several other projects we’ve talked about have been taking some part of a
park land like that as part of something the school district is involved in. Would they expect
to be reimbursed when an affordable developer comes in?
Mr. Giblin said this wasn’t land that was sitting in surplus and owned by the county, like the
parks. This was purchased specifically for housing, so infrastructure funding was available.
Those decisions were made by the prior County Manager and county administration who are
no longer here. At the time, this was contemplated to fund at least some of the golf course
acquisition.
Chairman Hruby said he’s not saying you have to unwind it because it may be too far down
the road. But it’s a red flag that maybe there needs to be a more aggressive policy for the use
of any land the county buys or owns. That’s what he wants to discuss. Look how many
millions of dollars we contribute for conservation land and put in trust and nobody gets
reimbursed. Why can’t we do the same for affordable housing?
Ms. Waller asked if it was originally set up that any land the county sold or got reimbursed
on that funds would automatically go into the Housing Trust Fund. Her recollection is that if
the county sold land, the funds acquired from selling that land would go into the Housing
Trust Fund.
Mr. Giblin said that would occur if a piece of land was bought with impact fees, and 20
years later, it was sold. The original funding source gets paid back if there’s any excess.
Ms. Waller said she’s always said they were going to figure out a way to get the $20 million
to go to the golf course. That $5.5 million that you’re going to get, what is that considered?
Mr. Giblin said the county is looking at it like the county is already in the negative $20
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million. It was $25 million, so we’re already in the hole and we want to reimburse ourselves.
Mr. Harney said that begs the question for establishing long-term, regular replenishment of
the $20 million Trust Fund. If you take 25% of it away, something else may come along. At
this point, there is no established annual replenishment program set up for the fund.
Vice Chair Faron told the AHAC:
She wasn’t certain she objected to that. The county didn’t have to purchase that land.
It could have gone to any use.
This predates her involvement or knowledge of it. Imagine if that parcel had been
sold to the highest bidder and was used for something else and there was no
affordable housing there or limited affordable housing.
The county made a substantial investment in that land. The $5.5 million, if it swaps
funds and goes from the surtax fund back to whatever fund it comes from, the county
is still making a substantial investment. The $5.5 million is being reimbursed. The
county has still paid how many hundred million dollars for it, so she doesn’t see an
issue. She’d have a larger problem if it were a piece of county land that’s always
been county land for a long time that wasn’t saved from being something else. This
golf course was saved and then you’re reimbursing, charging a fee for something for
that use of the land, and you’re using the surtax fund to reimburse the county.
This feels different. She’s uncertain how the funds move and where this $5.5 million
goes to. If the surtax fund writes a check theoretically to the county where it goes to
the general fund, etc., but that frees up money for other things. She has no objection.
It’s different from if it were regular county land sitting around a long time. The
county saved this land from being something that may not have supported affordable
housing. She appreciates that the county wants to get some money back to reinvest in
something else.
Chairman Hruby responded:
His point is more policy driven and we’re dealing with policy. He’s making an issue
of this because there was a reason. What happens the next time if 50 years ago they
paid $1 million for this park?
We need to think about it in this environment, in this marketplace, how the county
deals with land it may purchase or may already own. What’s the policy for it? Are
you going to get reimbursed? Where does that money go? Should it go back into the
Housing Trust Fund?
He’s not trying to unwind this because the deal is done, but it begs the question of
how do you deal with these things in the future? That’s an issue we may want to ask
county commissioners. “How do you feel about this? What’s its policy?”
That may have implications for future affordable-housing development. If you’re
using your own land, where does this land rest when you’re putting it in trust? How
can you be assured these projects will mainly be maintained as affordable housing.
He wanted to discuss that, not that you can’t take that $5.5 million and reimburse
yourself. That deal is done.
Commissioner Hall told the AHAC:
He’s thinking about it as if it were his property. If he has property and wanted to give
and he wants to sell it to someone and they purchase it, then he has money he needs
to do something with. He can put it back in the Housing Trust Fund, pay off debt and
do whatever.
If he has property he doesn’t want to sell but wants it to be used for a greater purpose,
then he can lease the property and he’d have monthly cash flow coming back to him
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that he could do anything with. He could reimburse a fund that he used to purchase
his property or use it however he needs to.
If he sells the property, it’s gone. However, if he sells the property to a non-profit that
pays no taxes for the use of that land it’s being used for a good purpose, but that land
is never producing back to him. But at least you know there’s no ad valorem taxes
coming back for the public good. There is cash flow from the lease coming back.
It’s not like it’s a policy set in stone. As Cormac said a few meetings ago, it’s on the
deal side, so everything should be looked at to see what makes good sense.
Chairman Hruby asked if he thought there should be some guardrails as to where it goes.
Commissioner Hall said the purpose is to incentivize people to be able to build houses. In
doing that, what if the county wanted to finance the whole thing and take principal and
interest payments? Then you can’t cry foul because the interest coming back to the county is
not being used to go back into a Housing Trust Fund. The county is creating money for that
purpose.
Chairman Hruby said that’s another formula that actually works because it does take the
cost of land out of the equation for the developer and you get some return on your
investment.
Commissioner Hall said you get beat up as an investor, you get beat up for being the rich
guy, you’re taking advantage of everybody. No, you’re allowing people to live in a place that
they want and love. If you’re the one that’s taking the risk, you’re not the bad guy, you’re the
one that’s creating that. The county is not always the bad guy in those situations.
Planning Commissioner Shea said he wondered if they would be having such a big
discussion if they were only dealing with $20 million and don’t know where the rest of it’s
coming from. Are we going to create some kind of sustainable funding, in which case these
issues won’t be as critical as this appears to be.
Commissioner Hall said somebody could come along right now, buy property and spend the
whole $20 million and it’s gone. But if thoughts were put into the deal to where it could come
back and replenish it, that’s a better deal. The end game is the same. The assets get built.
Chairman Hruby said on the Land Trust side, we’re looking at doing exactly that with
donations coming from foundations where they won’t be grants. They will be very low-
interest loans over a long term with a possible forgiveness aspect at the end of the deal, but it
will take the high cost of the land out of the equation.
Commissioner Hall said another thought he had while Mr. Puchalla was talking is that the
state has programs that offer tax credits for corporations and we’re preempted with the local
decisions. What if the county created its own fund that corporations within the county or
within the region could donate back and get the same tax credit? Then we can use our money.
We don’t have to apply once a year for that money. What if we had our own private capital
funding that offered tax credits?
Vice Chair Faron told the AHAC:
There’s something to be said for that because, having worked as a board member on
the tax-credit side, it’s an incredibly competitive process to get tax credits. It’s not
like you just show up, apply and you get them.
You’re scored and it’s competitive, so it’s not easy. Tax-credit financing is one of the
hardest sources of capital to obtain. It’s important and it’s the major way a lot of
these low-income housing communities are developed because it sometimes offers
dollar-for-dollar tax credits right off the top of somebody’s income tax.
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Insurance companies and banks buy these tax credits to offset their federal income
taxes. The concept works because people want to reduce their taxes, so it’s an
interesting concept about what else could be done at the county level.
But it’s difficult to get these tax credits and takes a long time It’s very creative.
Florida is one of the most competitive environments for tax credits. Illinois is tough
and Wisconsin is a little easier, so you’re at the mercy of that process.
Commissioner Hall said his point is if we did it locally, it would eliminate a lot of that
competition going after those funds and it would incentivize local business.
Mr. Harney thanked him.
Chairman Hruby said the subcommittee could address the issue of policy for the use of land
and resources on the county level. Maybe it’s something we want to discuss and make a
recommendation to the full AHAC committee to take to the BCC.
Action Item: Address the purchasing policy and county resources at the next meeting.
d. The Haven GMPA & PUD – Proposed BCC Date May 23, 2023 – C. Giblin
Mr. Giblin updated the AHAC on the Haven GMPA and PUD:
He noted that the AHAC asked to be brought up to speed on projects that are working
their way through the system and heading to the Planning Commission or the BCC.
This is a Growth Management Plan Amendment with an accompanying PUD
amendment. It’s at the corner of Airport Road and Orange Blossom Drive between the
Bear Creek Apartments and The Carlisle senior-living facility, kind of behind the
Italian American Club.
They’re proposing to build 336 rental apartments and in exchange for that, they are
proposing to designate 22.6% of their overall units as affordable housing. Split
between 38 units rented at 80% or less of median and another 38 units at 100% or less
of median. That’s 72 units out of the 336 that are proposed to be long-term affordable
housing for 30 years, monitored by the county yearly with income-limit checks
through our monitoring section in Community & Human Services.
They went to the Planning Commission last week and received a 6-2 recommendation
of approval to the Board of County Commissioners. It was an all-day hearing and
probably over 50 public speakers, with about 100 people there. All but one speaker,
the general manager of The Carlisle next door, spoke in opposition. All the
neighborhood opposition came from residents along Orange Blossom Drive, where the
county library sits on the corner. There’s also the Villages of Monterey and Mill Run
and other PUDs. They opposed it due to density and traffic, even height.
The developer made some concessions throughout the design process where what they
proposed now does not feed any traffic out to Orange Blossom Drive. The only access
in and out is off Airport Road and a shared access with The Carlisle.
It’s scheduled for a hearing before the Board of County Commissioners on May 23.
All the residents along Orange Blossom Drive wore orange shirts. There was a sea of
100 people sitting in front of him waiting for their turn to talk, so that will occur
during the BCC meeting.
If anyone wants to go and learn more about the project or support it, you’re welcome
to attend.
Chairman Hruby said it’s ideal because that affordable housing component can house some
of The Carlisle’s staff and it’s within walking distance.
Mr. Giblin said The Carlisle’s director attended the meeting via Zoom to just monitor it. By
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the end of the public speakers, he was the last one still there and commissioners called on him.
He said he wasn’t planning on speaking but said it would be helpful for his employees to have
housing next door. Part of the deal offers additional employee parking to The Carlisle because
they work on shift and are sometimes double-staffed, so they need additional employee
parking. He said it would be helpful for some employees to live closer to the facility.
Mr. Harney said this would seem to be the model of what we’ve been talking about for
months, building affordable units next to where people are working, whether it’s putting that
affordable building into a shopping center building and near the hospital, wherever that it. This
is what we want people to do and if this is successful, and it appears that it will be based on
the changes that have been made, this can easily be pointed to as the direction we want to go
in. This is how it can be done. It’s great to see.
Mr. Giblin said this is the model of the recent Growth Management Plan Amendment, with a
combination PUD amendment at the same time seeking additional residential densities in
exchange for providing for a community need, which, in this case, is affordable housing at
about 11% low income.
Ms. Waller asked if traffic on Orange Blossom was the biggest objection.
Mr. Giblin said that, and height.
Mr. Bosi told the AHAC:
The height is 60-feet maximum.
One of the things we pointed out within the public hearing process is the environment
in which this is being proposed is that it’s near Bear Creek to the south, which in the
90s was an affordable housing project developed at 12 units per acre.
All four of those quadrants on the intersection are non-residential, but Orange
Blossom residents were portraying the area as a residential community. We said that is
most certainly not designated and allocated as residential. It’s non-residential, with
higher intensity residential units sitting to the south and then below those two
residential units is a string of commercial industrial zoning. There are two Activity
Centers within 1-1½ miles of this location, so economic opportunities are pretty
prevalent within area.
This is the model of what we’re trying to promote, higher-density allocation within
areas of high employment, so staff was pleased with the recommendation that we
received from the Planning Commission.
We know we’re going to have opposition by residents before the Board of County
Commissioners, but we feel that close to 25% of the units are going to be dedicated to
affordable housing. That’s significant. We think it has a community benefit, so we’re
for approval.
If anyone wants to show up to provide another voice of advocacy for affordable
housing, it would be welcomed. The majority of speakers will be speaking against it.
Chairman Hruby said there’s nothing wrong with this being in your neighborhood. It will be
attractive and support people. We need to be working in our neighborhoods and be a service.
This could be a model.
Mr. Giblin said it’s one of several that have come in and there are more in the pipeline
following the same model that are going through Neighborhood Information Meetings and
public meetings now.
Ms. Waller suggested they send a letter recommending approval to the BCC.
Mr. Giblin said that would be up to the AHAC.
Chairman Hruby asked if the AHAC have an opinion on that?
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Planning Commissioner Shea said you’re only hearing one side, so you’re voting on your
side and not on their side. How do you vote on something if you don’t hear both sides?
Vice Chair Faron said this is what they discussed in the Strategic Plan Subcommittee, an
endorsement. What does that really mean? It’s important to have a group of volunteers
appointed by the BCC who say we support the concept and we’re not looking at the whole
deal, that’s not our job. We’re looking at the policy of allowing a project in this area. AHAC
has a role in endorsing it for the reasons that it supports another 72 units of affordable housing.
Maybe it’s ceremonial, but that’s OK. It’s ceremonial to show up at one of these meetings and
support it. There is a role for AHAC to have an endorsement option.
Planning Commissioner Shea said if that’s the case, then anything that has affordable
housing, we’re going to automatically endorse it?
Vice Chair Faron said no, staff thinks this is an important issue for the county. You have to
rely on staff expertise, all the factors we just talked about and support staff recommendations.
It’s the support of the project.
Ms. Waller said when we speak at the meeting, we should go with the consensus of the entire
meeting. We can’t do it both ways. We should have the AHAC vote as a committee to do it on
May 23. We need to make a decision. If you go by yourself, you can represent your personal
views, but if we vote, we can advocate for the AHAC.
Chairman Hruby asked how others felt.
Mr. Lyon said we should be in support. Our role is to advocate the best we can and with us,
there are numbers and an organized committee versus an individual speaking up for it.
Chairman Hruby said he’s right. We’re advocates, we’re volunteers. When we’re advocates,
we recommend to the county commissioners, just as that group of citizens or advocates wants
to protect their community. It’s the job of county commissioners to weigh this at the dais and
decide. They’re hearing the community and staff. It’s not our job to weigh that. It’s our job to
advocate for what we think is right. If Cormac said this is in the middle of a gated community
and neighbors are up in arms, it would not be the right place to put affordable housing. But
maybe we want the letter to say why we’re supporting it – because it’s in a properly zoned
area, supports jobs for a local industry and is a model we’d like to see.
Mr. Bosi told the AHAC:
You could endorse the policy decision of the Board of County Commissioners.
If someone is asking for additional density with a Growth Management Plan, as this is,
there’s a policy decision behind it. The policy decision is 22.6% of that additional
density will be set aside for affordable housing, so you could support that policy
decision without getting into specifics of the dynamics of what they said and who’s for
and against.
But you are supporting the board on a policy decision the board has made, not
explicitly, but through their actions.
If you’re going to increase residential density through a GMP Amendment, 22.6% of
those additional units are going to be allocated to some form of income-restricted
housing and that’s what we’ve been operating under for the past 1½ years.
The AHAC can get outside the politics of the issue and support the continuation of the
policy of providing for affordable housing when an applicant is asking for a Growth
Management Plan to increase residential density above what’s allocated.
Chairman Hruby said you’re saying we should recommend this because it’s consistent with
ongoing policy for increased density and also is a GMP Amendment.
Mr. Buntzman questioned if it’s really providing affordable housing for the people who work
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at the senior center. He’s not sure many of the employees make $80,000 a year. Most are
making a lot less, about $40,000-$45,000, so it’s not really providing affordable housing for
employees working next door. But it’s a good project and should be done. He likes the idea of
supporting a policy that says if you’re increasing density, you provide affordable housing.
Commissioner Hall said having a voice as a committee is possibly louder than an individual
voice. Our four initiatives require at least 30% affordable housing. State law now says 40%
affordable housing. You could beat your drum as a committee and say we would like to see a
bigger percentage of that project be affordable for the density and the changes, instead of just
saying the word “affordable” is in there and there’s a 22% token, and Planning Commission
approved it You could toot your horn a bit. It would come from the AHAC.
Planning Commissioner Shea said that’s why it was a 4-2 decision. They weren’t getting as
much versus the impact to the community. That’s the decision you’re constantly making. What
is the overall community benefit? What is the overall impact to the local community? And it
seemed like they weren’t giving enough. That’s why he voted against it.
Mr. Harney said it seems we’re in a transitional period now because the Live Local Act and
our four amendments aren’t in effect yet. In the meantime, there’s this project and a decision
has to be made. Once the Live Local Act and the four amendments are fully effective, then we
can talk about that 40%. We can’t today because there’s nothing out there in regulations, so in
the meantime, we can endorse this project because that’s what the rules are today.
Planning Commissioner Shea said they get more worried about what the commissioner is
saying in the future.
Ms. Waller said she agrees, but we should just try to focus and look ahead and say, OK, even
though that’s what it says, 27%, we could ask for our 30% because we know that’s what we do
want. That’s what we’ve been asking for all along.
Mr. Harney said the department has been after 22% until things change.
Mr. Bosi said they’ve put the allocation at 22.6%. That’s what we’re asking for when we have
a GMP Amendment seeking residential density. He cautioned the AHAC not to snatch defeat
from the jaws of victory. Going in and saying you want more to a proposal heading to the
Board of County Commissioners could throw a monkey wrench into the process.
Mr. Harney said that would be fair when we’re talking to developers coming to Cormac and
they want to do something new. We should tell them that by the time their project is done,
that’s the direction we’re going in and that’s where we’ll be.
Mr. Giblin provided background on the 22.6% requirement:
One of the first developments that went through this was Hacienda Lakes. They were
going through negotiations on the fly before the BCC, which was considering asking
for 25%-35%. The developer opened up their pro forma, their books. They told us this
is what we can do to make a profit, a financeable project for our bank.
As a result, 22.6% was built into that. The developer had a certain land cost in
Hacienda, costs for development, construction, time and interest rates. This was
several years ago, so some factors may have gotten worse since then. Maybe his land
costs were different for that site, so maybe in the future look at this in a holistic way.
Since Hacienda, every deal has been based on the mechanics of that deal.
Mr. Harney said by the time they get anything done, we’ll be operating under the state or
county rules, so we’ll tell them that’s where we’re going. But for anybody who’s this far along
in the pipeline, the rules are 22.6% of the total number of units and the percentage of AMI.
Planning Commissioner Shea said two commissioners who voted against at the Planning
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Commission meeting felt that we were giving away much more. He gets worried about what
Commissioner Hall was saying. Just because it’s affordable housing doesn’t mean it’s the right
place. That’s the Planning Commission’s dilemma. The challenge is that he knows it affects
developers’ pro forma. We feared we were giving away much more.
Chairman Hruby said in our jurisdiction, with AMI so high, that’s market rate in most of the
state, a high market rate. What do we want to do? Are we in favor of sending a letter stating
that we’re supporting this because it’s consistent with existing policy for GMP amendments
for higher density and we want to direct staff to issue a letter to the Board of County
Commissioners?
Ms. Waller made a motion to direct staff to send a letter to the BCC to say the AHAC supports
The Haven at North Naples’ GMPA and PUD because it’s consistent with existing policy for
GMP Amendments for higher density. The motion was seconded by Planning Commissioner
Shea. The motion passed unanimously, 8-0.
Staff Action Item: Staff was directed to draft a letter to the Board of County Commissioners
to say the AHAC supports The Haven at North Naples’s GMPA and PUD because it’s
consistent with existing policy for GMP Amendments for higher density.
Chairman Hruby asked Cormac to draft a letter and send them the draft.
7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS
Mr. Giblin introduced Sarah Harrington to the full AHAC, noting that she has accepted the
position of interim Economic Development & Housing Director for the new division. She’ll be
doing that on an interim basis to evaluate it. For those six months, he’ll still be here assisting
her, helping her as she moves forward.
Ms. Harrington introduced herself and thanked the AHAC for doing this.
8. NEW BUSINESS
Mr. Giblin said management requested that the AHAC move its date and time to something
closely mirroring the DSAC meetings, a regular weekday once monthly in the afternoon, such
as 2 or 3 p.m. We’ve got commitments and it can’t be on a BCC or Planning Commission day,
or the day DSAC meets. He’ll work with Commissioner Hall’s office on selecting a day and
week. Are there any days committee members can’t attend?
A discussion ensued and the following points were made:
Chairman Hruby said Thursdays don’t work for him.
Mr. Giblin suggested the first Tuesday of the month at 3 p.m.
Chairman Hruby said that for those who work, 3 p.m. would kill their day.
Mr. Giblin noted there’s a line outside the GMD door at 7:30 a.m. each day, waiting
to get in. Staff and directors hit the ground running to help the development industry,
so afternoons are easier to manage.
Chairman Hruby asked for as late in the afternoon as possible, 3-4 p.m.
Commissioner Hall noted that it gets into traffic and supper time.
Chairman Hruby said when you have a business, starting a day after a morning
meeting is easier.
Planning Commissioner Shea noted that many already blocked these dates in their
calendars.
Mr. Giblin said they’d like to start the change in May.
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Commissioner Hall told the AHAC:
Next month may be a problem.
He’s had discussions with staff and we want this committee to be very relevant, which
it is, but we’re at risk of losing some of that.
We’ve had discussions about moving this meeting to every other month or quarterly.
A lot of the committee’s main focus was accomplished, as far as recommending
reviewing policy and sending something to the Board of County Commissioners.
With the Live Local Act and the four county amendments, we’re kind of powerless as
far as reviewing policies or making recommendations. That’s kind of finished.
What we can do is move toward promoting things and by allowing some time to
accumulate between meetings, we can become aware of what the market is producing
and where we can promote projects. We can promote opportunities we’re hearing
about and market that.
We’ve established the rules for free enterprise to do what they do best, build assets, so
we can move to promoting projects and processes, such as someone coming before us
to detail a plan.
Someone showed up at his office and said he’s ready to go, he has property and
wanted to know how to move forward.
If we can become aware of the process and being influential there, that would be
something the committee would be strong on, as well as financial opportunities. For
Rural Neighborhoods, financing was the major obstacle, so if we become aware of
grants or private-capital groups, etc., we can promote those as we learn about them.
That frees up everything the county does for us. This is above and beyond their real
jobs.
If we need to meet monthly and we can be relevant and do something productive, that
would be good. But we also should think about every other month or quarterly, and if
we need to schedule another meeting, we always can. Any thoughts about that?
A discussion ensued and the following points were made:
Less frequent meetings might work.
Vice Chair Faron noted that staff was going to fill in the work plan with the current
status and next steps, so we can review it and determine if it should be quarterly, every
other month or every six months.
Most of us have other work commitments, so freeing up time would be good.
We should make a decision within a month and stay on task.
A two-hour meeting would be effective and reduce the impact.
We need to get comfortable with our strategic objectives.
Chairman Hruby disagreed, noting there’s a lot going on in the county and state, so
it’s in flux. There may be policy adjustments and a review required. Maybe we can
meet every other month, but he doesn’t support quarterly. There’s too much activity
going on, but maybe we can take a summer recess.
Planning Commissioner Shea worried they’d lose track of each other.
Ms. Waller noted that these plans don’t come out quarterly. She asked that they
maintain monthly meetings.
Planning Commissioner Shea said when they meet to put the agenda together and
there’s nothing worthy of a meeting, we can cancel it. He suggested leaving it
monthly.
Chairman Hruby noted that he and Cormac sit down to discuss the agenda monthly.
Vice Chair Faron said the work plan can go out as an attachment for everybody to
review for their information. They don’t need a meeting to discuss it.
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Ms. Waller noted that they haven’t seen the rental inventory schedule since last year.
Mr. Giblin said they don’t have the staff to do that. It was done quarterly by Community &
Human Services. They hope it can be done quarterly or twice a year. We can tap into the
Apartment Association or Real Estate Services.
Ms. Waller asked if there’s any way they can get an update on housing, how many units we’re
looking for, what’s our shortfall, etc.? We’re an advisory committee and need to know if
there’s a big shortage or if we’re caught up on rental units and can concentrate on something
else.
Mr. Giblin said that’s a separate issue from the quarterly apartment survey. You’re talking
about the county’s yearly housing needs assessment. That’s ongoing and is done after the new
median incomes are released by HUD for the year. They haven’t come out yet for 2023. We’re
going to try to do that at least once a year.
Ms. Waller asked how often the apartment assessment is done.
Mr. Giblin said annually. It’s incredibly labor intensive.
Mr. Buntzman noted that there are no vacancies in Immokalee and rents are going up.
Mr. Harney told the AHAC:
This is his last meeting because he’s moving to Sarasota next month. He’s been
involved with the AHAC for nearly five years and a member for about 2½ years.
It’s been a pleasure to contribute to the work that needs to be done to promote
affordable housing. We’ve gotten a lot done. There are still loose ends and the game
isn’t over. We need to make sure all those loose ends get tied up.
Jamie French told him recently that where he lives, the corner of Collier and
Vanderbilt Beach Road, is probably going to be the midpoint for population for the
county in the future. That’s a hard thing for a lot of people to understand, but there
will be a ton of development east of Collier Boulevard, not a few houses, tens of
thousands of houses.
A lot of what we’ve talked about here has dealt with the areas west of Collier. It’s
important for the AHAC to focus on the direction it’s going. That’s where a lot of
affordable housing will go due to land costs. The direction of the county is going to be
critical going forward, including Immokalee.
Habitat is involved out there. There are also the new villages that Collier Enterprises is
starting, which will include an affordable component of the Rural-Fringe Mixed-Use
Area.
These will be coming in the future. They’re critical for the county because when an
area is built up, it’s expensive. There’s only so much that can be done here.
Mike has told us several times that you can get in transport-oriented districts and busy
street corners and build some buildings. Most of it’s going to come east.
He’s resigning from his Habitat position. Jean is considering taking over part of what
he’s doing. She’ll probably be AHAC’s Habitat contact and will do a good job.
It’s critically important for AHAC members to show up at meetings to speak about
important issues. It’s one thing to send a letter, it’s another to take the time, write your
own words, stand up and speak to the commissioners. That’s very important, probably
as important as all the other work that we do. Unless we speak out to the
commissioners when they’re making a decision, we’re missing a major part of what
we do. He suggests they do that going forward.
He appreciated the opportunity to be a part of this and thanked them for listening.
Chairman Hruby thanked him for his service, noting it was a pleasure having him on the
AHAC.
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9.
10.
{pril I 8. 2023
[The members and audience applauded.J
Action ltem: Make sure AHAC members ottend PC and BCC meetinss to voice their
suooort of affordable-housing proi ects.
Chairman Hruby noted that they have two positions open.
Mr. Harney said his term will end at the end of this year. If you elect someone now, do they
have to be reelected again at the end of the term?
Mr. Giblin said that person would fill the remaining poftion of your term and then they'd be
up for election again.
Mr. Harney said you might want to consider whether they want to fill his position for the
remaining months.
ADJOURN
Vice Chair Foron made a motion to odjourn. Second by Mr. Buntzman. The motion passed
unanimously, 8-0.
NEXT MEETING DATE
8:30 a.m. NIay 3,2023
Conference Room 6091610
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 10:30 a.m.
These minutes were θ″
(check one) as presented / , or as
ADVISORY COPIPIITTEE
2535
AHAC Candidate Ranking Sheet May 15, 2023
Completed by AHAC Member:
Candidates (in Alphabetical Order)Rank top three candidates 1, 2, or 3
Antonaccio
Berke
Felke
Roberts
Ryan
Terhune
36
Advisory Board Application Form
Collier County Government
3299 Tamiami Trail East, Suite 800
Naples, FL 34112
(239) 252-8400
Application was received on: 4/18/2023 9:58:51 AM.
Name: Reid Dante Antonacchio Home Phone: 239-249-2895
Home Address: 2452 Pine woods cir
City: Naples Zip Code: 34105
Phone Numbers
Business:
E-Mail Address: reidda@gmail.com
Board or Committee: Affordable Housing Advisory Committee
Category: Any
Place of Employment: Lufthansa Technik AG
How long have you lived in Collier County: more than 15
How many months out of the year do you reside in Collier County: I am a year-round resident
Have you been convicted or found guilty of a criminal offense (any level felony or first degree
misdemeanor only)? No
Not Indicated
Do you or your employer do business with the County? No
Not Indicated
NOTE: All advisory board members must update their profile and notify the Board of County
Commissioners in the event that their relationship changes relating to memberships of organizations
that may benefit them in the outcome of advisory board recommendations or they enter into contracts
with the County.
Would you and/or any organizations with which you are affiliated benefit from decisions or
37
recommendations made by this advisory board? No
Not Indicated
Are you a registered voter in Collier County? Yes
Do you currently hold an elected office? No
Do you now serve, or have you ever served on a Collier County board or committee? No
Not Indicated
Please list your community activities and positions held:
Education:
B.S. Aviation Management Everglades University 2003
Experience / Background
Served on multiple elected boards including the one responsible for all student housing, support, and
community health in college.
38
Advisory Board Application Form
Collier County Government
3299 Tamiami Trail East, Suite 800
Naples, FL 34112
(239) 252-8400
Application was received on: 4/26/2023 11:36:19 AM.
Name: Robert Berke Home Phone: 508-738-1501
Home Address: 4016 CORDGRASS WAY
City: NAPLES Zip Code: 34112
Phone Numbers
Business:
E-Mail Address: berke101@comcast.net
Board or Committee: Affordable Housing Advisory Committee
Category:
Place of Employment: Retired
How long have you lived in Collier County: 5-10
How many months out of the year do you reside in Collier County: I am a year-round resident
Have you been convicted or found guilty of a criminal offense (any level felony or first degree
misdemeanor only)? No
Not Indicated
Do you or your employer do business with the County? No
Not Indicated
NOTE: All advisory board members must update their profile and notify the Board of County
Commissioners in the event that their relationship changes relating to memberships of organizations
that may benefit them in the outcome of advisory board recommendations or they enter into contracts
with the County.
Would you and/or any organizations with which you are affiliated benefit from decisions or
39
recommendations made by this advisory board? No
Not Indicated
Are you a registered voter in Collier County? Yes
Do you currently hold an elected office? Yes
Do you now serve, or have you ever served on a Collier County board or committee? No
Not Indicated
Please list your community activities and positions held:
Bears Paw Condo Association (president) 180 units
Education:
University of Miami (2 years)
Experience / Background
Career in construction Self Employed (18 years) building homes and land development. Worked for
larger New England Builders developing plans and operational systems.
40
Advisory Board Application Form
Collier County Government
3299 Tamiami Trail East, Suite 800
Naples, FL 34112
(239) 252-8400
Application was received on: 5/2/2023 10:38:00 AM.
Name: Thomas P. Felke Home Phone: 2392877328
Home Address: 14734 Indigo Lakes Cir
City: Naples Zip Code: 34119
Phone Numbers
Business: 2395907841
E-Mail Address: tfelke33@gmail.com
Board or Committee: Affordable Housing Advisory Committee
Category:
Place of Employment: Florida Gulf Coast University
How long have you lived in Collier County: 10-15
How many months out of the year do you reside in Collier County: I am a year-round resident
Have you been convicted or found guilty of a criminal offense (any level felony or first degree
misdemeanor only)? No
Not Indicated
Do you or your employer do business with the County? No
Not Indicated
NOTE: All advisory board members must update their profile and notify the Board of County
Commissioners in the event that their relationship changes relating to memberships of organizations
that may benefit them in the outcome of advisory board recommendations or they enter into contracts
with the County.
Would you and/or any organizations with which you are affiliated benefit from decisions or
41
recommendations made by this advisory board? No
Not Indicated
Are you a registered voter in Collier County? Yes
Do you currently hold an elected office? No
Do you now serve, or have you ever served on a Collier County board or committee? No
Not Indicated
Please list your community activities and positions held:
Board Chair - The Dubin Center; Board Vice Chair - Collier Hunger & Homeless Coalition; Board Member
- Baker Senior Center Naples; Board Member - Lee County Continuum of Care; Member - BlueZones
Steering Committee; Member - Resilient Lee Human Services Taskforce; Member - Council on Social
Work Education National Nominating Council
Education:
Bachelors degree in Elementary & Special Education (Providence College, 1996); Masters degree in
Social Work with concentrations in administration & policy (University of Connecticut, 2002); Doctoral
degree in Social Work with concentration in international issues (University of Connecticut, 2010)
Experience / Background
Child & Regional Services Manager for Catholic Charities of Southern Connecticut (1998 - 2001);
Organization & Skill Development Manager for Department of Social Services: State of Connecticut
(2001-2010);
42
Advisory Board Application Form
Collier County Government
3299 Tamiami Trail East, Suite 800
Naples, FL 34112
(239) 252-8400
Application was received on: 3/15/2023 10:01:29 AM.
Name: Hannah R Roberts Home Phone: 239-287-3385
Home Address: 611 Hickory Road
City: Naples Zip Code: 34108
Phone Numbers
Business: 239-287-3385
E-Mail Address: hannahroberts611@gmail.com
Board or Committee: Affordable Housing Advisory Committee
Category: Employer in the Area
Place of Employment: Soave Real Estate Group
How long have you lived in Collier County: more than 15
How many months out of the year do you reside in Collier County: I am a year-round resident
Have you been convicted or found guilty of a criminal offense (any level felony or first degree
misdemeanor only)? No
Not Indicated
Do you or your employer do business with the County? No
Not Indicated
NOTE: All advisory board members must update their profile and notify the Board of County
Commissioners in the event that their relationship changes relating to memberships of organizations
that may benefit them in the outcome of advisory board recommendations or they enter into contracts
with the County.
Would you and/or any organizations with which you are affiliated benefit from decisions or
43
recommendations made by this advisory board? No
Not Indicated
Are you a registered voter in Collier County? Yes
Do you currently hold an elected office? No
Do you now serve, or have you ever served on a Collier County board or committee? No
Not Indicated
Please list your community activities and positions held:
Associate Leadership Collier - Class of '23 Florida Bar Association - Member Baby Basics of Collier County
- Site Manager
Education:
High School - Community School of Naples College - BS Business Administration - University of Missouri
Graduate - Masters Business Administration - University of Missouri Graduate - Juris Doctorate -
University of Missouri
Experience / Background
I am a Development Associate for Soave Real Estate Group. I manage and support various aspects of
new and ongoing real estate development projects for the company, including land acquisition, project
valuation, construction, and turnover/operations. Soave Real Estate Group – the real estate operating
arm of Soave Enterprises – is recognized as a leader in the real estate industry. The group has a broad
portfolio of holdings, including commercial, industrial, luxury and residential properties. Our local
portfolio includes communities such as The Dunes, Moraya Bay, and Kalea Bay, as well as the Floridian
Club, and The Club at Kalea Bay. I earned my B.S. in Business Administration from University of Missouri
in 2015. I went on to receive my M.B.A. and Juris Doctorate from the university as well. I was admitted
as a member of the Florida Bar in July of 2019, and ultimately returned to Naples to work for Soave Real
Estate Group after previously completing an internship with the company in 2018. A lifelong resident of
Collier County, I am passionate about our community and its most vulnerable residents. I volunteer with
Baby Basics of Collier County, a 501c3 non-profit, 100% volunteer-based organization that provides and
distributes diapers to babies of working, low-income families of Collier and Bonita Springs. I serve as a
site manager for the organization, assisting with monthly diaper distributions in Golden Gate City and
administrative efforts. Through the support of Soave Real Estate Group, I have also been able to
organize various fundraisers, including a community-wide school supplies drive for Grace Place for
Families and Children and an employee-relief fund in the wake of Hurricane Ian. I believe that my
position and involvement in the construction and development industry, coupled with my legal
education, give me a unique and informed perspective on affordable housing, the need for it in our
community, and the challenges associated with building it. I hope to have the opportunity to serve on
the AHAC and have an input on a huge issue affecting the future of Collier County’s growth.
44
Board of County Commissioners
3299 East Tamiami Trail, Suite 800
Naples, FL 34112
(239) 252-8400
Application for Advisory Committees/Boards
Name:_____________________________________________________ Home Phone: _________________
Home Address: _____________________________________________________Zip Code:______________
Business Phone:___________________ E-mail address:_______________________________________
Board or Committee Applied for:____________________________________________________________
Category (if applicable):____________________________________________________________________
Example: Commission District, Developer, environmentalist, lay person, etc.
How long have you lived in Collier County: ____
How many months out of the year do you reside in Collier County: _____
Have you ever been convicted or found guilty of a criminal offense (any level felony or first degree misdemeanor
only)? Yes _____ No _____ If yes, explain:
___________________________________________________________________________________________
Place of Employment:______________________________________________________________________
Do you or your employer do business with the County? Yes _____ No _____ If yes, explain:______________
___________________________________________________________________________________________
Would you and/or any organizations with which you are affiliated benefit from decisions or recommendations
made by this advisory board? Yes____No____If yes, explain: ________________________________________
______________________________________________________________________________________________
NOTE: All advisory board members must update their profile and notify the Board of County Commissioners in the
event that their relationship changes relating to memberships of organizations that may benefit them in the outcome
of advisory board recommendations or they enter into contracts with the County.
Are you a registered voter in Collier County: Yes _____ No _____
Do you currently hold public office? Yes _____ No _____If so, what is that office? ___________________
_________________________________________________________________________________________
45
Do you now serve, or have you ever served, on a Collier County board or committee? Yes _____ No _____ If
yes, please list the committees/boards:
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Please list your community activities (civic clubs, neighborhood associations, etc. and positions held:
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Education:_______________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Experience:______________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
Please attach any additional information you feel pertinent. This application should be forwarded to WandaRodriguez@colliergov.net
or by mail or in person to Wanda Rodriguez, County Attorney’s Office, 3299 East Tamiami Trail, Suite #800, Naples, FL 34112.
Thank you for volunteering to serve the citizens of Collier County.
46
Page 1
Susan J. (Sue) Ryan (239) 537-5828
7112 Lemuria Circle Unit 304 sue@sueryan.solutions
Naples, FL 34109 https://www.linkedin.com/in/suearmstrongryan/
Results-oriented enthusiastic leader combining strategy, business development, strategic relationship, and
communication expertise to organizations in highly competitive markets. Consistent track record of successfully
delivering long-term brand growth and value. Certified coach for emerging and high potential leaders.
* Profitable Business Growth * Strategic Problem Solver
* Strategic Account Executive * Change and Transition Strategist
* Complex Negotiation Expert * Mutually Successful Relationship Builder
* Best-Selling Author & Industry Expert * Keynote and inspirational speaker
Sue Ryan Solutions - Naples, FL Founder 2002 to Present
At Sue Ryan Solutions we specialize in helping organizations, teams, and individuals thrive during times of change.
We teach our clients to create their culture poised to face the challenges of change with resilience and right
action in the direction of their goals. Whether you are facing change due to external factors such as market shifts,
technology innovation, economic changes - or setting your sights on growth and expansion - understanding the
dynamics and psychology of change enhances your ability for success. Our mission is to empower and embolden
leaders to maximize the opportunities and potential change will bring.
• Certified executive coach and trainer for leaders and emerging leaders committed to business growth and
next-level leadership, certified MLEI and STLI-360 assessments
• International best-selling author of Our Journey of Love, 5 Steps to Navigate Your Caregiving Journey,
supporting family caregivers through tumultuous life and relationship changes
• Co-author/subject matter expert of two International best-selling books Shine Volume 4 and Rock Your
Business, - lessons, stories, and strategies for entrepreneurs to maximize their success
• TEDx speaker, Professional keynote, industry expert, workshop, and subject matter expert speaker
• Creator of the caregiving in business program: Leadership C.A.R.E.S.™ – Guiding businesses through the global
crisis in family caregiving
• Creator of the leadership program: Leadership Through the Dimensions of Change™ - moving leaders
successfully through change, with clarity and confidence, to what’s next for them and those they lead
• Creator of the family caregiving program and online course: The Caregiver’s Journey - tips, insights, and
strategies supporting caregivers positively navigating their entire caregiving journey
PeopleSoft - Atlanta, GA Sales Director - Strategic Accounts 1997 to 2000
Recruited to PeopleSoft as the industry expert in financial services and healthcare to aggressively grow our
presence in these strategic industries. Responsible for major strategic account sales and relationships, as well as
strategic industry partnerships.
• Expertise in financial services and healthcare industries - developing strategies, streamlining industry
acceptance, and speeding industry market share growth
• Strategic account experience navigating complex opportunities resulting in annual recognition of top-tier
performance, exceeding PeopleSoft goals for software and service revenue, with a 100% client retention rate
EXECUTIVE SUMMARY
PROFESSIONAL EXPERIENCE
47
Page 2
Susan J. Ryan Resume, continued
PeopleSoft - continued Sales Director - Strategic Accounts
Atlanta, GA 1997 to 2000
• Completed sales in forecasted timeframes through successful complex negotiations including
international/multi-entity/multi-partner relationships
• Developed and supported mutually successful strategic relationships, increasing predictable results, reducing
opportunity timeframes, lowering costs of acquisition and growth
Management Science America (MSA) / Dun & Bradstreet Software (DBS) Major Account Executive
Atlanta, GA 1981 to 1996
Sales Representative: Selected as sales representative for geographic territory sales to private sector companies
across industries. Became recognized as the ‘go to’ industry expert in financial services and healthcare. Promoted
to Major Account Executive, focusing on these industries nationally.
• Greater than 80% client retention rate
• Annually earned recognition of top-level performance, exceeding sales and service goals
• Recognized as top earning sales representative globally
• Earned largest single sale in company history at more than $4M; multiple sales exceeding $1M
Pre-Sales Consultant: Originally hired into MSA as a systems analyst designing financial solutions. Was promoted
as subject matter and industry expert for the global sales team responsible for financial and materials
management sales for IBM and Burroughs solutions to new and existing domestic and global clients from mid-size
to Fortune 10. Industries included healthcare, financial services, insurance, manufacturing, media, utility,
information services and technology.
• In partnership with one regional healthcare sales representative, sold a global record-setting 26 suites of
financial software in one year. Sold software suites in healthcare and financial services in the same year with
all other territory sales representatives.
• Beginning with the second year as a pre-sales consultant, annually earned recognition for top-tier
performance, exceeding all revenue goals and targets
• Twice recognized as #1 global pre-sales consultant
• Awarded most outstanding presentation of company message in competition with the more than 150
members of the global sales teams
• Selected for the team developing and training pre-sales solution and strategy through - and post - MSA/DBS
merger
Southern New Hampshire University: 2016 William Woods College- May 1976
• M.A. in Communications, New Media & Marketing • B.S. in Business
Menttium: 2011 - current
• Volunteer mentor to female leaders and emerging leaders
Leadership Collier - current
• Transformational leadership experience to become effective community leader for our better future.
REPRESENTATIVE EDUCATION, SERVICE, AFFILIATIONS
, S
48
Susan J. (Sue) Ryan
Founder and Inspirationalist
Sue Ryan Solutions
Sue’s mission is to empower and embolden individuals to maximize the opportuni7es and poten7al change
will bring. As a speaker, change strategist, author, execu7ve coach, caregiving coach and mentor, she lives
this through two passions of her purpose. She guides and inspires leaders and emerging leaders commi?ed
to business growth and next-level leadership to be great leaders of themselves and others. She guides non-
professional caregivers to become confident, balanced, and supported in all phases of their caregiving
journey.
Sue specializes in helping individuals and teams thrive during 7mes of change. Working with them to clarify,
align, develop, and implement solu7ons in highly compe77ve markets, while crea7ng their culture poised
to face the challenges of change with resilience and right ac7on in the direc7on of their goals, they
successfully deliver long-term brand growth and value. Whether change is due to external factors such as
market shiEs, technology innova7on, economic changes - or seFng their sights on growth and expansion -
understanding the dynamics and psychology of change enhances their ability for success. Sue delivers these
through her signature offerings Inten%onally Naviga%ng Transi%ons - Leadership Through the Dimensions of
Change™, The Prodigy Zone™, Leadership C.A.R.E.S.™, and The Caregiver’s Journey.
Sue’s corporate career of more than 30 years was in enterprise applica7on soEware sales to companies
across industries including Healthcare, Financial Services, Informa7on Technology, Manufacturing,
Hospitality, and U7li7es. She was responsible for ensuring individuals were poised for change and their
organiza7ons were posi7oned for predictable success. While her performance was consistently recognized
in the top 7er, her most sa7sfying achievement was her nearly 100% client reten7on rate.
Sue has been in roles of family caregiving support for more than forty years. She’s moved from feeling
frustrated, overwhelmed, and yes - some7mes frightened - to confident, balanced, and supported,
naviga7ng the transi7ons in her life, her care receivers, and those who support them on their journey. As a
speaker, coach, author, educator, and mentor, she shares the lessons, 7ps, and strategies she’s learned to
help others posi7vely navigate their caregiving journeys.
Sue has been a volunteer mentor of emerging leaders for MenFum since 2011. Sue volunteers in the
children’s ministry of Gulf Community Church, is a member of the Blue Zone’s Engagement Commi?ee, and
a passionate technology educator for seniors. Sue is a member of the Interna7onal Coaching Federa7on.
Through her coaching, Sue earned the John Ma?one Pla7num-Elite Execu7ve Coach ranking. She brings her
more than 40 years experience as a non-professional caregiver for family and loved ones to her volunteer
work as a speaker and Community Educator for The Alzheimer's Associa7on, as well as a speaker and
volunteer for AlzAuthors. She has authored or co-authored three Interna7onal best-selling books. Two are
in the field of business. Her non-professional caregiving book is Our Journey of Love, 5 Steps to Navigate
Your Caregiving Journey. She created the online course The Caregiver’s Journey to support caregivers
through their en7re caregiving journey. Sue recently gave her first TEDx talk. Next stop, the TED pla^orm.
Sue’s life mo?o: “Go confidently in the direc7on of your dreams! Live the life you’ve imagined.”
Henry David Thoreau
49
Advisory Board Application Form
Collier County Government
3299 Tamiami Trail East, Suite 800
Naples, FL 34112
(239) 252-8400
Application was received on: 4/17/2023 11:09:59 AM.
Name: Andrew Storm Terhune Home Phone: 215-850-9957
Home Address: 4761 CERROMAR DR
City: Naples Zip Code: 34112-7915
Phone Numbers
Business:
E-Mail Address: asterhune@gmail.com
Board or Committee: Affordable Housing Advisory Committee
Category: Resident in jurisdiction
Place of Employment: Retired
How long have you lived in Collier County: 4-5
How many months out of the year do you reside in Collier County: 6-9
Have you been convicted or found guilty of a criminal offense (any level felony or first degree
misdemeanor only)? No
Not Indicated
Do you or your employer do business with the County? No
Not Indicated
NOTE: All advisory board members must update their profile and notify the Board of County
Commissioners in the event that their relationship changes relating to memberships of organizations
that may benefit them in the outcome of advisory board recommendations or they enter into contracts
with the County.
Would you and/or any organizations with which you are affiliated benefit from decisions or
50
recommendations made by this advisory board? No
Not Indicated
Are you a registered voter in Collier County? Yes
Do you currently hold an elected office? No
Do you now serve, or have you ever served on a Collier County board or committee? No
Not Indicated
Please list your community activities and positions held:
Naples Lakes Country Club, Strategic Planning Committee, member, 2020-2022, chair 2022 to present
Member, Blue Bell Woods Homeowners Association
Education:
MBA Columbia University, New York BS Trinity College, Hartford CT
Experience / Background
Toll Brothers, Inc. Various positions 1987-2015. Toll Brothers is one of the largest new home builders in
the nation.
51
Advisory Board Application Form
Collier County Government
3299 Tamiami Trail East, Suite 800
Naples, FL 34112
(239) 2s2-8400
Application was received on:5/7A/2023 2:30:46 PM.
aureen
City:卜 ap eJ ttp COde:匝 1コ
Phone Numbers
Business:1440-667-9744
E―Ma∥ Address:
or Committee: Affordable Housine AdvisorV Comm
Of Retired
have vou lived in Collier Countv: more than
Home phone:1440-667-9744
Home Address:l Golden Gate Blvd
months out of the vear do vou reside in Collier Counw: I am a vear-round
or vour emplover do business with the CounW?
been convicted or found guilw of a criminal offense (any level felony or first
52
NOTE: All advisory board members must update their profile and notify the Board of County
Commissioners in the event that their relationship changes relating to memberships of organizations
that may benefit them in the outcome of advisory board recommendations or they enter into contracts
with the County.
Would you and/or any organizations with which you are affiliated benefit from decisions or
recommendations made by this advisory board? Iol
Are vou a registered voterin Collier County7[ヨ
Do you currently hold an elected office? @
Do you now serve, or have you ever served on a Collier county board or committee? @
Please list activities and held:
Assistant, Director of the COCO Art Gallery at the Coastland center mall. This is a volunteer position
Multiple volunteer posltions at localschools as my children were growing up. Most recently I was the
liaison to proiect graduation for my son's high school. Southwest, Florida Pastel Society: past vice
president and current member show chair Past member: Arts and Liturgical Environment committee-
Saint Agnes church Collier, County, Master Gardner Eldergrow: I provided gardening activities at loca
nursing homes Golden Gate Civic Association member Volunteer: food distribution during the pandemic
am a working artist and have donated artwork to multiple local charitable causes
Education:
raduate Physician Assistant Program at Cuyahoga Community College, Parma, Ohio, 1984 Curre
License Certificate of Added Qua ification in Psychiatry NCCPA
34 vears of exDerience as a Phvsician Assistant in Ities. The last 10 vears of
reer were spent at the David Lawrence Center here in Naples. I worked on the crisis, unit, the
and the rehab unit. This experience has made me keenlv aware ofthe problems, facine the
ncome and marginalized in our society. lworked with adults and children with mental health issues
ll as adults with substance abuse issues. I am a mother of four children raised here in Naples. a
two of them are strusslins with above what thev can afford even tho
53
AHAC Candidate Ranking Sheet Mav 15,2023
COmpieted bV AHAC Mennber:
Candidates (in Alphabetical Order)Rank top three candidates 1, 2, or 3
Antonaccio
/Berke
/ Felke/lu{oberts
,/ay"n イ/r erhune ι
/Gグ rb ι
26
54
￢
Broward
Orange
Orange
Polk
Orange
Orange
Miami-Dade
Pasco
Windermere / Tree Safe Neighborhood
lmprovement
Winter Haven Hous no Autho百 tv
Wnter Park Communitv Redevelooment Aoencv
ι■師ら0れ :に
'「
Aυk
C)た めncム L`´r侮
19 187
DistHct(and Websne if ava∥abie)
55
AHAC Candidate Ranking Sheet May 15,2023
Completed by AHAC Member:
,vKuff - Q
Candidates (in Alphabetical Order)Rank top three candidates 1, 2, or 3
Antonaccio €/7
Berke I
Felke ′
Roberts &,3
Ryan 5 >''
Terhune
26
井
56
AHAC Candidate Ranking Sheet
Completed by AHAC Member:
May 15, 2023
Candidates (in Alphabetical Order)Rank top three candidates 1, 2, or 3
Antonaccio0
Berke Б
Felke
Roberts ク
Ryan4
Terhune ら
26
57
AHAC Candidate Rankint Sheet
Completed by AHAC Member:
Rank top three candidates 1,2, or 3
26
58
AHAC Candidate Ranking Sheet
Completed by AHAC Member:
I
Mav 15,2023
ハ“
′(5vrキ 2は 4″
Candidates (in Alphabetical Order)Rank top three candidates 1, 2, or 3
Antonaccio 諄
Berke 午
Felkel
Roberts
Ryan 卜つ 子
Terhune3
26
ヽ6J
59
AHAC Candidate Ranking Sheet May 15,2023
COmtted by AHAC Member 」七nnヽ 彙r Fttγ o＼
G.rrri|5 @
Candidates (in Alphabetical Order)Rank top three candidates 1, 2, or 3
Antonaccio 礎夕(:D
Berke ごし
Felke Qα
RobertsD
Ryan 〇
Terhu neC
26
60
PART I - CODE
Chapter 2 - ADMINISTRATION
ARTICLE VIII. - BOARDS, COMMISSIONS, COMMITTEES AND AUTHORITIES
DIVISION 2. STANDARDS FOR THE CREATION AND REVIEW OF BOARDS
Collier County, Florida, Code of Ordinances Created: 2023-03-30 2:33 PM [EST]
(Supp. No. 108)
Page 1 of 4
DIVISION 2. STANDARDS FOR THE CREATION AND REVIEW OF BOARDS1
Sec. 2-826. Policy declaration.
it is hereby declared to be the policy of the Board of County Commissioners to promote economy, efficiency
and improve service in the transaction of the public business by county boards. Nothing in this division shall be
construed to prohibit or restrict the county commission from amending or abolishing, at any time, any board
currently in existence or thereinafter created.
(Ord. No. 01-55, § 1, 10-23-01)
Sec. 2-827. Definitions.
The following words, terms and phrases, when used in this article, shall have the meanings ascribed to them
in this section, except where the context clearly indicates a different meaning:
The term "board" is defined to include every agency, advisory board, regulatory board, quasi-judicial board,
committee, task force or any other group created and funded in whole or in part by the Board of County
Commissioners.
The term "commission" is defined as the Board of County Commissioners of Collier County, Florida.
(Ord. No. 01-55, § 2, 10-23-01)
Sec. 2-828. Creation of new boards.
(a) All boards created after the effective date of this division shall be created by ordinance only, except for ad -
hoc or task force committees. Such ordinance shall set forth the board's purpose; functions; powers;
responsibilities; jurisdiction; membership requirements and restrictions; terms and conditions of
appointment to and removal from the board; and the specific staff support necessary to prepare an annual
report, either oral or written, to be presented to the commission.
(b) Prior to the advertised public hearing held for the adoption of said ordinance, the county manager shall
submit to the commission a report setting forth following information concerning the proposed new board:
(1) Whether the establishment of the board will create sufficient betterment to the community to justify
the commission's delegation of a portion of its authority.
(2) Whether another board, either public or private, already in existence, could serve, or is serving the
same purpose.
(3) The costs, both direct and indirect, of establishing and maintaining the new board.
1Editor's note(s)—Ord. No. 01-55, §§ 1—9, adopted Oct. 23, 2001, did not specifically amend this Code. Hence
inclusion of said ordinance provisions as §§ 2-826—2-834 was at the discretion of the editor to read as
herein set out. See the Code Comparative Table.
61
Created: 2023-02-09 09:17:14 [EST]
(Supp. No. 108)
Page 2 of 4
(4) Whether creation of the new board is necessary to enable the county to obtain state or federal grants
or other financing.
(5) Whether the board should have bonding authority.
(6) Whether creation of a new board is the best method to achieve the benefit desired.
(Ord. No. 01-55, § 3, 10-23-01)
Sec. 2-829. Exemption to Ordinance Requirement: Ad Hoc Committees and Task Force
Committees.
The Commission may, by resolution, appoint an Ad -Hoc or Task Force Committee for a specific project. The
resolution must set forth the duties and responsibilities of the Committee and contain language that automatically
dissolves the Committee upon completion of the project.
(Ord. No. 01-55, § 4, 10-23-01; Ord. No. 2015-41, § 1)
Sec. 2-830. Qualifications and requirements for membership on boards.
(a) All members of county boards shall be permanent residents and electors of Collier County and should be
reputable and active in community service. The foregoing requirement may be exempted, however, if an
ordinance creating a board specifies the need for membership outside Collier County's boundaries. In
addition, all board members should have demonstrated an interest in the activity or service, which is th e
purpose of the board. The provisions of this paragraph may be exempted, however, if an ordinance creating
a board specifies the need for membership outside Collier County's boundaries.
(b) Any member of a county board who ceases to be a resident of Coll ier County during his or her term of office
shall immediately advise the commission of such change in status. Upon such notice, the commission shall
declare the position to be vacant and shall promptly fill same pursuant to the provisions of section 2 -831,
herein.
(c) The commission's primary consideration in appointing board members shall be to provide the board with the
technical, professional, financial, business or administrative expertise necessary to effectively accomplish the
board's purpose. Categories of expertise referenced by county board's ordinances as qualifications for board
membership are considered to be primarily directory and not mandatory. The commission's secondary
consideration in appointing board members shall be to have advisory boards reflect the entire demographic
and geographic population of the County, or region of the County for a local advisory board.
(d) No member of any county board shall become a candidate for an elective political office and continue to
serve on such board during his or her candidacy unless such board member/candidate is running unopposed
for a non-remunerative elective position or an elective position receiving nominal remuneration, such as the
Mosquito Control District Board or a fire district board. Should any county board member compete for an
elective non-remunerative political office or a nominally-remunerative political office on the date
applications for candidacy expire, such candidacy shall be deemed a tender of resignation from such board
and the board shall immediately advise the commission in writing of said resignation. No board member shall
be required to resign or deemed to have tendered his or her resignation unless such candidacy is being
opposed. The commission shall deem the position vacant upon receipt of written notice of said resignation.
The board member shall not serve at any meetings after his or her position becomes vacant pursuant to this
ordinance. This provision shall not apply to candidates who currently serve in elected positions and who are
seeking re-election.
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(Supp. No. 108)
Page 3 of 4
(e) The commencement of a legal challenge by a board member as a plaintiff in a lawsuit against Collier County
shall constitute a conflict of interest with Collier County and shall be deemed a tender of resignation from
such board. The county board member's position shall automatically be considered vacant and the
commission shall promptly fill same pursuant to the provisions of section 2 -831, herein.
(f) No member of any county board, as defined herein, shall print or cr eate, or have printed or created, or use
or distribute any business or informational card depicting the county logo or in any way representing such
board member as a representative of Collier County or as a county board member. The county manager or
his or her designee may, upon request and prior approval in writing, authorize the county board members to
obtain a county photo identification card identifying such members as a county advisory board member.
(Ord. No. 01-55, § 5, 10-23-01; Ord. No. 2006-39, § 1; Ord. No. 07-58, § 1; Ord. No. 2009-16, § 1; Ord. No. 2021-10 ,
§ 1)
Sec. 2-831. Process of appointment.
(a) Vacancies occurring on any board shall be publicized, but need not be advertised, in a publication of general
circulation within the county, and vacancy notices are to be posted in the county libraries and the county
government center.
(b) Prior to making appointments to boards, staff shall provide the commission with a list outlining the
qualifications and demographic background of each candidate for board membership, along with a list
detailing the qualifications and demographic background s of present members seeking reappointment on
each board to which an appointment is being made.
(Ord. No. 01-55, § 6, 10-23-01)
Sec. 2-832. Term of office.
(a) Terms of office shall be staggered.
(b) All members of boards created by the commission shall serve at the pleasure of the commission and may
automatically be removed by a majority vote of the quorum of the commission.
(Ord. No. 01-55, § 7, 10-23-01; Ord. No. 2009-16, § 2)
Sec. 2-833. Attendance requirement.
It is the intent and strong desire of the commission that there be full attendance of advisory board members
at all meetings of the boards, recognizing, however, that it may be necessary for board members to be absent from
a meeting due to unusual or emergency circumstances. Nevertheless, full attendance at board meetings is
encouraged and necessary for the proper operation of the boards and in furtherance thereof the following
requirements are established:
(1) Any board member who is absent for more than one-half of the board's meetings in a given fiscal year
shall be deemed to have tendered his or her resignation from such board. The commission shall, as
soon as practicable after such resignation, declare the position to be vacant and shall promptly fill
same pursuant to the provisions of section 2-51 herein. The board members shall not serve at any
meetings after his or her position is declared vacant by the commission.
(2) In the event that any board member is absent from two consecutive meetings withou t a satisfactory
excuse acceptable to the board chairperson, the board chairperson shall state such fact at the next
regularly scheduled board meeting and shall thereafter notify, in writing, the executive manager to the
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Page 4 of 4
commission of the board member's failure to attend without a satisfactory excuse. The commission
shall review the board chairperson's notification at the commission meeting and shall declare the
board member's position to be vacant if the commission concurs that the board member was absent
from two consecutive board meetings without a satisfactory excuse, and shall promptly fill same
pursuant to the provisions of section 2-51 herein. The board member shall not serve at any meetings
after his or her position is declared vacant.
(3) A member of a board shall be deemed absent from a meeting when he or she is not present during at
least 75 percent of the meeting.
(Ord. No. 01-55, § 8, 10-23-01)
Sec. 2-834. Reserved.
Editor's note(s)—Ord. No. 2009-16, § 3, adopted Apr. 14, 2009, repealed § 2-834, which pertained to review of
boards and derived from Ord. No. 01-55, § 9, adopted Oct. 23, 2001.
Secs. 2-835—2-845. Reserved.
64
2023 1/17/2023 2/15/2023 3/21/2023 4/18/2023 5/15/2023 6/19/2023 7/17/2023 8/15/2023 9/18/2023 10/16/2023 11/20/2023 12/18/2023
Steve Hruby X x x x
Arol Buntzman X x Zoom x
Mary Waller X x x x
Gary Hains X Excused x Excused
Jennifer Faron X x x x
John Harney X Excused x Last Meeting N/A N/A N/A N/A N/A N/A N/A N/A
Chris Hall X x x x
Joe Trachtenberg X X N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Todd Lyon X x x x
Jessica Brinkert X Excused Excused Excused
Paul Shea Excused x X x
65
AHAC Sponsor GMD Staff Liaison
Current Status as of
April 25, 2023 Next Steps
Projected Timeline for
Completion or Action
1
Promote support by the
community for projects
under consideration at
Neighborhood Information
Meetings. All TBD Ongoing Next meeting dates: TBD Ongoing
2
Promote publication on
websites of incentives
available to developers of
affordable/workforce
housing. All
Section 420.9076(4) of the Florida Statutes states, in part, that the Affordable Housing Advisory Committee (AHAC)'s work is to "recommend, specific actions or initiatives to
encourage or facilitate affordable housing while protecting the ability of the property to appreciate in value. The recommendations may include modifications or repeal of
existing policies, procedures, ordinances, regulations or plan provisions; the creation of exceptions applicable to affordable housing; or the adoption or new policies, regulations,
ordinances or plan provisions."
The Collier County AHAC believes it's mission includes the responsibilities assigned to it by Florida Statute 420.9076(4) as well as other permissible activities such as the promotion
and review of affordable housing plans, programs and incentives. This mission is accomplished through the creation of an annual work plan that defines and guides AHAC's
efforts and support of the Board of County Commissioners (BCC.) AHAC's efforts are broadly categorized as encompassing 3 main activities: Promote, Recommend and Review
plans, programs, policies and incentives in support of the development and preservation of affordable housing.
Collier County Affordable Housing Advisory Committee
2023 Annual Work Plan - DRAFT
As of April 25, 2023
Promote- AHAC will seek to promote substantive and impactful policies and program through active participation and engagement in the community.
1 of 3 5/11/202366
AHAC Sponsor GMD Staff Liaison
Current Status as of
April 25, 2023 Next Steps
Projected Timeline for
Completion or Action
3
Promote understanding of
local employer needs and
plans for workforce housing. All
4
Promote construction of
workforce housing by
positively engaging
developers in official and
unofficial communications All
1
Recommend and approve
updates to the required
annual Housing Incentives
Strategy report.All
This report will be
updated in the summer
of 2023.
2
Recommend approval of LDC
changes All
Changes were approved
by the BCC on March
28, 2023, with
revisions.
Review and approval by the
State of FL and X.TBD
3
Recommend approval of RF
MUD Transfer of
Development Right changes All
4
Recommend approvals for
Accessory Dwelling Units
(ADUs)All
5
Recommend approval for a
non-voting member of the
Development Services
Advisory Committee (DSAC) All
6
Recommend consideration of
new affordable housing
projects All
Recommend - AHAC will encourage and positively support the consideration of policies, plans and programs by the BCC that will encourage the development and preservation of
affordable housing
2 of 3 5/11/202367
AHAC Sponsor GMD Staff Liaison
Current Status as of
April 25, 2023 Next Steps
Projected Timeline for
Completion or Action
7
Recommend consideration of
changes to impact fee
policies to promote
construction of more
affordable units.All
8
Recommend consideration of
changes to parking
requirements for affordable
housing projects.All
1
Review on a quarterly basis
the list of ongoing projects All
Due to staffing issues,
this report will be
delayed and possibly
moved to a semi-annual
basis.Jun-23
2
Review on a quarterly basis
the number of available and
occupied rental units All
3
Review impact of affordable
housing projects that have
been completed and are
open and make
recommendations on any
changes to plans, programs,
policies and incentives that
will improve outcomes in the
future.All
Review - AHAC will review its work by evaluating the number of newly completed and ongoing projects to build affordable housing and incorporate those findings into its future
work plans.
3 of 3 5/11/202368
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Overview of the Live Local Act (SB 102)
May 9, 2023
83
Sponsored by the
Florida Housing Finance Corporation
84
About the Florida Housing Coalition
•Statewide nonprofit organization that is primarily a training and technical
assistance provider to local governments and nonprofits on all things affordable
housing
•Our work covers:
•Compliance with local, state, and federal affordable housing programs
•Affordable housing program design
•Capacity building for nonprofit housing providers
•Land use planning for affordable housing
•Research & data gathering
•We can provide free training & technical assistance to you under the Catalyst
Program
85
Presenters
Kody Glazer,
Legal & Policy Director
Glazer@flhousing.org
Ali Ankudowich,
Technical Advisor
Ankudowich@flhousing.org
86
Webinar Logistics
•All participants are on mute
•Please type in your questions and comments into the question box
on the side panel
•We will not identify who has asked a question
•Webinar is recorded
•PPT is provided as a handout
•For follow-up information or problems downloading handouts,
please contact glazer@flhousing.org
87
Live Local Act –topics covered today
I.Funding
II.Property tax incentives
III.Land use & zoning
IV.Using publicly-owned land for affordable housing
V.Amendments to state housing strategy & other reforms
88
Live Local summary –array of affordable housing policies
•Funding and tax credits. Up to $811 million for affordable housing
programs.
•Tax incentives. Three new property tax incentives and sales tax exemption
for specified affordable housing developments.
•Land use tools & role of local government. Facilitating affordable
housing in commercial, industrial, and mixed-use areas & more.
•Publicly-owned land. Encouraging local governments to adopt best
practices.
•State housing strategy. State guidance on affordable housing policy.
•Technical assistance.
89
Disclaimer: This is an overview webinar
•The Live Local Act (LLA) was a 95-page bill
•In the coming months, we will have more webinars and
implementation materials to dig deeper into the LLA’s impacts
•For more information on how the LLA affects your work, please leave
a comment or email glazer@flhousing.org
90
We want your questions & feedback!
•Your implementation questions and feedback help us structure our
trainings to meet your needs
•All questions about how the Live Local Act will work in practice are
encouraged!
91
Poll # 1 –How familiar are you with the Live Local Act?
❑I know the Act very well
❑I know the basics, but need to understand it better
❑This is my first time learning about the Live Local Act
92
Live Local Act
Senate Bill 102
(Calatayud –Miami-Dade)
House Bill 627
(Busatta Cabrera –Miami-Dade)
Addresses a variety of housing policies including funding, tax incentives, and substantial amendments to the state’s housing strategy.
3/8/23: Passed Senate unanimously
3/23/23: Passed House 103-6
3/29/23: Signed into Law
93
I. Funding
II. Property tax incentives
III. Land use & zoning
IV. Using publicly-owned land for affordable housing
V. Amendments to state housing strategy & other reforms
94
What are the Sadowski Trust Funds?
•Established in 1992
•Consists of two trust funds:
•State Housing Trust Fund –primarily funds the State
Apartment Incentive Loan (SAIL) program
•Local Government Housing Trust Fund –funds the State
Housing Initiatives Partnership (SHIP) program
•Funded by a portion of documentary stamp taxes collected on real
estate transactions
•Collections in the trust funds are directly tied to the real estate market
–the hotter the real estate market, the more money in the affordable
housing trust funds
95
Funding in the Live Local Act
•Provides up to $811 million for affordable housing programs (including up
to $100 million in a new tax credit program)
Program Live Local Act FY 22-23 FY 21-22
SHIP $252m $209.475m $146.7m
SAIL $259m*$53.25m $62.5m
Hurricane Housing Recovery $150m
Hometown Hero Program $100m (from GR)$100m (from SHTF)
Inflation Response Program $100m**
Live Local Tax Donation Program (up to $100m***)
Total funding****$811,000,000 $512,725,000 $209,200,000
*Discussed on subsequent slides
** If not used by 12/1/23, goes to SAIL
***For SAIL –dependent on contributions to the program
****This does not include member projects or homelessness grant programs.
96
Sadowski fully funded & more!
•The Live Local Act fully funds the Sadowski Trust Fund programs.
•AND
•Provides an extra $150 million/year for 10 years for a SAIL-like program
•Up to $100 million/year for SAIL through the new Live Local Tax
Donation Program
•Up to $100 million not used on inflation response program in 2023 to
SAIL
•This does not include the value of the new local property tax incentives for
certain affordable housing developments.
97
State Housing Initiatives Partnership (SHIP) program
•Administered by the Florida Housing Finance Corporation (FHFC)
•Deploys funds to 67 counties and 55 eligible municipalities
•Each SHIP jurisdiction develops a Local Housing Assistance Plan (LHAP)
that governs its uses of the funding
•SHIP statute provides a series of “set-asides” that local governments must
adhere to including:
•At least 75% for construction-related activities
•At least 65% for ownership; no more than 25% for rental housing
•At least 30% for VLI households and at least 30% for LI households;
remaining funds up to 140% of AMI
•No more than 10% on admin expenses
98
Projected SHIP
Distribution Estimates
for 2023-24
SHIP allocation based on SB 102,
includes DR holdback
99
State Apartment Incentive Loan (SAIL) program
•Administered by the Florida Housing Finance Corporation
•Provides low or no-interest loans on a competitive basis for the development of affordable housing
•Can be used for new construction and acquisition/rehab
•Generally can only serve households at or below 60% of Area Median Income (AMI) –except in the Keys
•SAIL statute and rule contain key terms to follow regarding compliance, monitoring, and structuring
The Live Local Act funds the traditional SAIL program at $109 million in non-recurring dollars plus what is collected through the Live Local Tax Donation Program.
The remaining $150 million in recurring dollars is deployed through the SAIL infrastructure but for specific projects listed in the next slide.
100
How the $150 million/year for 10 years for SAIL-like program will
be spent
Notes:
•FHFC will have the discretion to issue RFAs for this $150m
•Local governments, developers, & advocates should follow the FHFC RFA process and start planning for local projects to support
70% for
projects
that:
Rehab/new construction
Addressing urban infill
Provide for mixed-use housing
Provide housing near military installations
30% for
projects
that:
Use or lease public lands
Address needs of adults aging out of foster care
Meet needs of elderly persons
Provide housing in areas of rural opportunity
101
Florida Hometown Hero Program
•LLA codifies the Hometown Hero Program in state statute at s. 420.5096
and funds it at $100 million for FY 23-24
•Provides down-payment and closing cost assistance to eligible first-time
homebuyers
•Eligibility criteria for applicants:
•Income not to exceed 150% of state median income or local median
income, whichever is greater
•Must be a Florida resident and employed full-time (35 hours or
more/week) by a Florida-based employer
•First-time homebuyer (does not apply to active duty servicemember or
veterans)
102
Florida Hometown Hero Program
•Terms of assistance:
•Loan due at closing if property is sold, refinanced, rented, or transferred,
unless approved by FHFC
•Minimum of $10,000 and up to 5% of first mortgage loan, not exceeding
$35,000
•Other provisions:
•Can be used to purchase manufactured homes constructed after July 13,
1994 which are permanently affixed to real property
•Intended to be a revolving loan program
•Can be paired with SHIP and other sources of down payment
103
I. Funding
II. Property tax incentives
III. Land use & zoning
IV. Using publicly-owned land for affordable housing
V. Amendments to state housing strategy & other reforms
104
1.Local option affordable housing property tax exemption
2.Nonprofit land used for affordable housing with a 99-year ground lease
3.“Missing middle” property tax exemption
Property tax incentives in the Live Local Act
105
1. Local option affordable housing property tax exemption
•Authorizes local governments to provide property tax exemptions for
specified affordable housing developments.
•Eligible developments:
•Contain at least 50 or more units
•At least 20% of the units must be affordable to households at or below 60% AMI
•Tax exemptions only apply to the affordable units
•Applies to new and existing developments
•Property tax exemptions allowed are based on % of affordability
•<100% of the units are affordable = up to 75% property tax exemption:
•100% of the units are affordable = up to 100% property tax exemption
106
1. Local option affordable housing property tax exemption
•Other provisions:
•Maximum rents based on HUD’s Multifamily Tax Subsidy Projects
Income Limits or 90% of Fair Market Value as determined by a local
rental market study, whichever is less
•Exemption only applies to the taxes levied by the unit of government
granting the exemption
•Process for how localities can implement this optional tool
•City or counties must post list of properties that receive the exemption
on its website
•Exemption authorized by City or County expires “before the fourth
January 1 after adoption”; can be renewed after expiration
•Penalties for noncompliance
107
•New s. 196.1978(1)(b)
•Property tax exemption applies to land owned entirely by a nonprofit that:
•1) is leased for a minimum of 99 years
•2) is predominately used to provide affordable housing to households up
to 120% AMI
•Land is considered “predominately used” for affordable housing if the
square footage of the improvements on the land for affordable housing is
greater than 50% of all the square footage of the improvements
•Tax exemption is for the land only –not the improvements
2. Nonprofit land used for affordable housing w/99-year ground
lease exemption
108
•How does this new exemption differ from the existing nonprofit housing
property tax exemption at s. 196.1978(1)?
•99-year ground leases will now explicitly qualify for the exemption
•May increase partnerships between nonprofit landowners and for-profit
developers
•Community Land Trusts –CLT homeowners now get property tax-free land
Opportunities with the new nonprofit land exception
109
•New s. 196.1978(3)
•Provides a property tax exemption to “newly constructed” multifamily
developments that have more than 70 affordable units for households up
to 120% AMI
•Tax exemption only applies to the affordable units
•Tiered property tax exemptions:
•Units affordable to 80-120% AMI = 75% property tax exemption
•Units affordable to <80% AMI = 100% property tax exemption
3. “Missing middle” property tax exemption
110
•Other provisions
•Maximum rents based on HUD’s Multifamily Tax Subsidy Projects
Income Limits or 90% of Fair Market Value as determined by a local
rental market study, whichever is less
•Statute provides process for applying for exemption
•Units subject to an agreement with FHFC to provide affordable housing
to ELI, VLI, and LI households are not eligible for this exemption
•Penalties for noncompliance
•The intent of this provision is to incentivize non-FHFC subsidized
affordable developments
3. “Missing middle” property tax exemption
111
•Effectiveness will depend on relationship between $ for rents a market-rate
developer could charge vs. property tax savings if rented to households at or
below 120% AMI
•Will work differently in different markets
•May impact local willingness to devote local dollars to affordable housing
initiatives
Effect of the “Missing middle” property tax exemption
112
Comparing the “Missing Middle” exemption and the
Local Option Property Tax Exemption
Section 8 “Missing Middle” Property Tax
Exemption
Section 9 Local Option Property Tax
Exemption
Local discretion?No Yes
Type of development Multifamily rental developments w/more
than 70 affordable units
Must be “newly constructed” as defined by
the Act.
Multifamily rental developments w/50 or
more units that set aside at least 20% of the
units as affordable housing.
Does not have to be “newly constructed” –
can apply to existing development.
Affordability requirement More than 70 units must be affordable of not
less than three years after exemption granted
At least 20% of the development must be
affordable
Income eligibility Up to 120% AMI Up to 60% AMI
Rent limit No more than rent limit chart derived from
the Multifamily Tax Subsidy Projects Income
Limits published by HUD or 90% of fair
market value rent as determined by a local
rental market study
No more than rent limit chart derived from
the Multifamily Tax Subsidy Projects Income
Limits published by HUD or 90% of fair
market value rent as determined by a local
rental market study
Exemption authorized Units at 80-120% AMI = 75% exemption
Units <80% AMI = 100% exemption
Up to 75% exemption if fewer than 100% of
units are affordable
Up to 100% exemption if 100% of units are
affordable
113
I. Funding
II. Property tax incentives
III. Land use & zoning
IV. Using publicly-owned land for affordable housing
V. Amendments to state housing strategy & other reforms
114
A local government cannot regulate the use, density, or height of an
affordable housing development if a proposed rental project is:
•Multifamily or mixed-use residential in any area zoned for commercial,
industrial, or mixed use;
•At least 40% of units are affordable for households up to 120% AMI
for at least 30 years
•If mixed-use, at least 65% is residential
Local government cannot require a development authorized under this
preemption to obtain a zoning/land use change, special exception, conditional
use approval, variance, or comp plan amendment for use, density, or height.
Land use standards –
Affordable housing in commercial, industrial, and mixed-use zones
115
Land use standards –
Affordable housing in commercial, industrial, and mixed-use zones
Affordable housing developments allowed under this preemption are entitled to:
Use
•Allowed to build
multifamily rental or
mixed-use in
commercial,
industrial, or mixed-
use zones without a
zoning or land
development change
Density
•Highest density
allowed on any land
in the City or County
where residential
development is
allowed
Height
•Highest currently
allowed height for a
commercial or
residential
development within 1
mile of the proposed
development or 3
stories, whichever is
higher
116
Additional provisions:
•All other state and local laws apply.
•Ex) setbacks, parking, concurrency, max lot coverage, environmental
all still apply –all of which can indirectly limit density and height
•If a proposed project satisfies the existing LDRs for multifamily
developments and is otherwise consistent with the comprehensive plan,
project must be administratively approved (will help prevent NIMBY
opposition to certain affordable housing developments)
•LGs must consider reducing parking requirements if project within one-
half mile of a major transit stop
Land use standards –
Affordable housing in commercial, industrial, and mixed-use zones
117
•20% Rule –mixed-use only:
•Cities. If a city has less than 20 percent of total land use designated for
commercial or industrial use, only mixed-use residential is allowed with
this tool.
•Counties. If proposed project is within boundaries of a multicounty
independent special district 1) created to provide municipal services; 2)
is not authorized to levy ad valorem taxes, 3) and less than 20 percent of
land in that district is designated for commercial or industrial use, then
mixed-use only.
Land use standards –
Affordable housing in commercial, industrial, and mixed-use zones
118
What should local governments do now re: these land use
standards for AH?
•Start studying your City or County’s commercial, industrial, and
mixed-use sites that could utilize this new statutory tool
•Examine your:
•Future land use maps and zoning codes
•Height and density regulations
•Other regulations (setbacks, parking, max lot coverage,
environmental/resiliency standards, etc.) that influence the
use of this tool
•Ask:
•How much land is eligible for this new tool?
•What types of projects can be expected on eligible parcels?
•How can the City/County facilitate affordable housing on
eligible parcels?
119
How Can LLA Work for You?
•Opportunity to evaluate LLA in coordination with existing local regulations
and incentives to increase the supply of affordable housing. May include
incentivizing housing production in targeted areas over others.
•This tool can facilitate redevelopment/infill projects to convert
underutilized commercial & industrial properties into affordable housing
•Can facilitate increased mixed-use and access –both physical access
between residential and non-residential and access via affordability.
•Can save staff time –no need to rezone parcels for housing uses
120
Broward Metropolitan Planning Organization (MPO)
Vision 2100
121
Broward County Land Use Plan
122
Pinellas Corridor Planning
•Key objectives
•Multijurisdictional
corridor plans
•Alternate US 19
•Roosevelt/East Bay Drive
•US 19/34th Street
•Ulmerton Road
•Adopting local housing
density bonus options
•Funding programs to
promote development of
housing near transit
corridors
Photo Source: https://psta.net/media/4784/fy2021-2030-tdp.pdf
123
Model Corridor: Alternate US 19
•Investment Corridor Transition Plan process underway
•SB102 in the context of the transition plan
•Identifying sites along route that may qualify for land use tool
(administrative approval –see Goal 11 of Pinellas Housing
Compact Action Plan)
•Site testing/case studies to
•Explore site design considerations
•determine additional incentives needed for developments
to pencil
•How sites support goals in Pinellas Housing Compact
Action Plan (specifically Goals 2, 3, 4 and 5)
•Opportunities for strategic site acquisition
•Permanent or long-term affordability requirements with
funding
Photo Source: https://psta.net/media/4784/fy2021-2030-tdp.pdf
124
Manatee County Urban Corridors
125
Potential for Corridor Redevelopment with LLA & Targeted
Incentives
•Countless commercial
thoroughfares, main streets,
downtown corridors
statewide
•Coordination with FDOT
on state roadway design -
336.045(6), F.S.
126
Frequently asked questions (so far) on this land use tool
•Does the tool apply to Planned Unit Developments (PUDs)?
•Who is responsible for compliance monitoring on the affordable units?
•What land development regulations apply to multifamily developments in
order to require an administrative approval?
•In which ways can local government still regulate affordable housing
developments under this preemption?
When in doubt, consult your City or County Attorney.
We are still in the very early stages of LLA and there are a number of nuanced
legal interpretations to sort through.
127
“HB 1339” (2020) land use tool amended
F.S. 125.01055(6)/166.04151(6): currently allows local government to approve
affordable housing developments on any parcel zoned for a residential,
commercial, or industrial use without needing a rezoning or comprehensive
plan amendment.
What the Live Local Act does:
•Strikes out “residential”
•Removes the prohibition on SAIL funded projects
128
Comparing the new land use tool in SB 102 (2023) and HB 1339 (2020)
F.S. 125.01055(7)/166.04151(7) –
New Live Local tool
125.01055(6)/166.04151(6) –
Existing HB 1339 tool as
amended by the Live Local Act
Local discretion?Not for use, density, and height Yes
Eligible zones Commercial, industrial, mixed-use Commercial, industrial
Types of development Multifamily rental or mixed use
residential
Any multifamily or mixed-use
residential project (rental or
ownership)
Affordability requirement At least 40% of the units must be
affordable for 30 years
At least 10% of the units must be
affordable
Local authority Preempted on certain standards
regarding use, height, or density
All other state and local laws apply
Discretion to regulate in any
manner
129
Comparing the new land use tool in SB 102 (2023) and HB 1339 (2020)
Commercial,
industrial, mixed-
use zone
40%-100%
affordable + rental
Live Local
preemption
10-39.9%
affordable + rental
or ownership
“HB 1339”
discretionary
approval
•Can use HB 1339
discretionary approval as a
“carrot” to build in desired
locations
•Possibility -allow developer
to build less % of affordable
housing in exchange for
building away from certain
areas intended to be kept for
commercial or industrial
130
I. Funding
II. Property tax incentives
III. Land use & zoning
IV. Using publicly-owned
land for affordable
housing
V. Amendments to state housing strategy & other reforms
131
Using publicly-owned land for AH (Sections 4 & 7)
Background: F.S. 125.379/166.0451 –Florida’s “surplus land” laws
•Requires every city and county, at least every three years, to identify publicly-
owned lands that are “appropriate for use as affordable housing”
•Lands identified as “appropriate” for affordable housing are to be placed on
an affordable housing inventory list
•Lands placed on the inventory list may be used for affordable housing
purposes
Caveats:
•Publicly owned land does not have to be on this inventory list to be used for
AH
•Goal of the statute is transparency/accountability with the spirit of using
more publicly owned land for affordable housing
132
Using publicly-owned land for AH (Sections 4 & 7)
The Live Local Act amends the state’s “surplus land” laws to newly apply to all
dependent special districts
•“Dependent special district” defined at s. 189.012
•Examples of dependent special districts:
•Community redevelopment agencies (CRAs)
•Port authorities
•Neighborhood improvement districts
•Housing authorities
•Water and sewer districts
•Special taxing districts
•See handout for complete list of dependent special districts in Florida (615 in
total)
•Development authorities
•Water and sewer districts
•Soil and water conservation
districts
133
Using publicly-owned land for AH (Sections 4 & 7)
•Requires local governments to adopt an affordable housing inventory list by
Oct. 1, 2023 and every 3 years thereafter (restarts the clock)
•Requires local governments to make the inventory list of properties appropriate
for affordable housing publicly available on its website.
•Encourages local governments to adopt best practices for surplus land
programs, including:
•“a) Establishing eligibility criteria for the receipt or purchase of surplus
land by developers;
•b) Making the process for requesting surplus lands publicly available; and
•c) Ensuring long-term affordability through ground leases by retaining the
right of first refusal to purchase property . . . and by requiring reversion of
property not used for affordable housing within a certain timeframe.”
134
Section 4 & 7 opportunities
•Makes more publicly owned land available for permanently affordable
housing development
•Increases transparency for affordable housing land inventory lists and
processes
•Improves land disposition procedures through best practices
•Better partnerships with nonprofit housing developers
135
Hillsborough County website for surplus lands
136
137
I. Funding
II. Property tax incentives
III. Land use & zoning
IV. Using publicly-owned land for affordable housing
V. Amendments to state
housing strategy & other
reforms
138
Amendments to the State Housing Strategy
•The LLA substantially rewrites the State Housing Strategy at s. 420.0003 of
the Florida Statutes
•Includes subsections on state and local policies to increase the supply of
affordable housing, implementation goals, research and data gathering, and
technical assistance
•Examples:
•“State and local governments shall provide incentives to encourage the private sector to
be the primary delivery vehicle for the development of affordable housing.”
•“State-funded development should emphasize use of developed land, urban infill, and
the transformation of existing infrastructure in order to minimize sprawl, separation of
housing from employment, and effects of increased housing on ecological preservation
areas.”
139
Encouraging local governments to adopt best practices
•Section 26 of the bill has several provisions encouraging local governments
to adopt best practices. These provisions include:
•“Local government shall provide incentives to encourage the private sector to be the
primary delivery vehicle for the development of affordable housing.” (lines 1927-1929)
•“Local governments should consider and implement innovative solutions . . . Innovative
solutions include: (lines 1937-1957)
•“Utilizing publicly held land to develop affordable housing . . .”
•“Community-led planning that focuses on urban infill, flexible zoning,
redevelopment of commercial property into mixed-use property . . .”
•“Project features that maximize efficiency in land and resource use, such as high
density, high rise, and mixed use.”
•“Modern housing concepts such as manufactured homes, tiny homes, 3D-printed
homes, and accessory dwelling units.”
140
Other policies in the Live Local Act
•Requires local governments to post expediting permitting procedures online
•Precludes state funding for housing to local governments whose
comprehensive plans have been found not in compliance with Chapter 163
•Provides sales tax relief for building materials for certain affordable housing
developments
•Addresses using nonconservation state owned land for affordable housing
141
Other policies in the Live Local Act
•Expands Florida Job Growth Grant Fund to support public infrastructure
projects to facilitate the production of affordable housing
•Directs OPPAGA to produce policy reports on affordable housing issues
•Amends FHFC board makeup
•Authorizes FHFC to contract with the Catalyst Program to provide training
to local governments specifically on using publicly-owned land for affordable
housing
142
Other policies in the Live Local Act
•Expands Florida Job Growth Grant Fund to support public infrastructure
projects to facilitate the production of affordable housing
•Directs OPPAGA to produce policy reports on affordable housing issues
•Amends FHFC board makeup
•Authorizes FHFC to contract with the Catalyst Program to provide training
to local governments specifically on using publicly-owned land for affordable
housing
143
Live Local’s impact on AHAC Strategies
Strategy Relevant section(s) of the Live Local Act
a. Expedited Permitting 38
b. Fee waivers 8, 9
c. Flexibility in densities 3, 5, 26
d. Reservation of infrastructure capacity 25
e. Affordable accessory residential units 26
f. Reduction of parking and setback requirements 3, 5, 26
g. Flexible lot configurations 3, 5, 26
h. Modification of street requirements 3, 5, 26
i. Housing impact statement
j. Inventory of publicly owned lands 4, 7, 26, 32
k. Support of development near transit, major
employment centers, and mixed-use
3, 4, 5, 7, 26, 32
144
Questions?
145
Training and technical assistance offered by FHC
•Virtual question and answer sessions with local government staff and
nonprofits through the Catalyst Program
•Formal trainings to housing organizations including AHACs, MPOs, and
housing councils
•Implementation technical assistance
•We will soon be drafting implementation materials to assist local
governments implement the tools in the LLA
•For assistance, please contact Kody Glazer at glazer@flhousing.org
146
Upcoming FHC Trainings on Live Local Act
June 15 @ 2pm
Land Use and Zoning provisions, including new
preemptions and expedited permitting procedures
Register HERE
147
Contact Information
Kody Glazer,
Legal & Policy Director
Glazer@flhousing.org
Ashon Nesbitt,
Chief Executive Officer
Nesbitt@flhousing.org
Ali Ankudowich,
Technical Advisor
Ankudowich@flhousing.org
148
The Florida Senate
BILL ANALYSIS AND FISCAL IMPACT STATEMENT
(This document is based on the provisions contained in the legislation as of the latest date listed below.)
Prepared By: The Professional Staff of the Committee on Appropriations
BILL: CS/SB 102
INTRODUCER: Appropriations Committee, and Senator Calatayud and others
SUBJECT: Housing
DATE: February 24, 2023
ANALYST STAFF DIRECTOR REFERENCE ACTION
1. Hackett Ryon CA Favorable
2. Nortelus Sadberry AP Fav/CS
Please see Section IX. for Additional Information:
COMMITTEE SUBSTITUTE - Substantial Changes
I. Summary:
CS/SB 102 makes various changes and additions to affordable housing related programs and
policies at both the state and local level.
Much of the bill involves the Florida Housing Finance Corporation (FHFC), a public-private
entity that administers the two largest statewide affordable housing programs: the State
Apartment Incentive Loan (SAIL) program and the State Housing Initiatives Partnership (SHIP)
program. With regards to the FHFC, the bill:
Provides up to $150 million annually to the SAIL program for certain specified uses such as
infill and projects near military installations. These funds are to be redirected from the
General Revenue service charge, and this provision sunsets 2033.
Provides up to a $5,000 refund for sales tax paid on building materials used to construct an
affordable housing unit funded through the FHFC.
Creates a new tax donation program to allow corporate taxpayers to direct certain tax
payments to the FHFC, up to $100 million annually, to fund the SAIL program.
Codifies the Florida Hometown Heroes down payment assistance program, retaining the
structure as it exists while increasing the monetary limit per loan and the scope of eligibility.
Adds two members to the FHFC Board of Directors, one appointed by the leader of each
chamber of the Legislature.
Broadens the ability for the FHFC to invest in affordable housing developments for those in
or aging out of foster care.
Adds a requirement to its annual legislative budget request.
Makes a technical amendment to the qualified contracts process.
REVISED:
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BILL: CS/SB 102 Page 2
With regards to other state-level resources, the bill:
Revises the State Housing Strategy to align with current best practices and goals.
Requires nonconservation land managers to analyze whether such lands would be more
appropriately transferred to a local government for affordable housing related purposes.
Clarifies current law to ensure all local government requests for surplus lands are expedited.
Expands Job Growth Grant Fund eligibility to specifically authorize public infrastructure
projects that support affordable housing.
Increases the amount of tax credits available through the Community Contribution Tax
Credit Program for affordable housing from $14.5 million to $25 million annually.
With regards to local governments, the bill:
Preempts local governments’ requirements regarding zoning, density, and height to allow for
streamlined development of affordable housing in commercial and mixed-use zoned areas
under certain circumstances. Developments that meet the requirements may not require a
zoning change or comprehensive plan amendment.
Removes a local government’s ability to approve affordable housing on residential parcels by
bypassing state and local laws that may otherwise preclude such development, while
retaining such right for commercial and industrial parcels.
Removes provision in current law allowing local governments to impose rent control under
certain circumstances, preempting rent control ordinances entirely.
Requires counties and cities to update and electronically publish the inventory of publicly
owned properties, for counties including property owned by a dependent special district,
which may be appropriate for affordable housing development.
Authorizes the FHFC, through contract with the Florida Housing Coalition, to provide
technical assistance to local governments to facilitate the use or lease of county or municipal
property for affordable housing purposes.
Requires local governments to maintain a public written policy outlining procedures for
expediting building permits and development orders for affordable housing projects.
Provides that the Keys Workforce Housing Initiative is an exception to evacuation time
requirements and that comprehensive plan and land use amendments approved under that
initiative are valid.
The bill also introduces three ad valorem property tax exemptions:
An ad valorem tax exemption for land owned by a nonprofit entity that is leased for a
minimum of 99 years for the purpose of providing affordable housing.
An ad valorem tax exemption that applies to rent-restricted units within newly constructed or
substantially rehabilitated developments setting aside at least 70 units for affordable housing
for households earning 120 percent of area median income or less.
Authorizes counties and municipalities to offer, through ordinance, an ad valorem tax
exemption to property owners who dedicate units for affordable housing for households
earning 60 percent of area median income or less.
The bill contains the following appropriations to the FHFC:
$100 million in non-recurring funds from the General Revenue Fund to implement the
Florida Hometown Heroes Program;
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BILL: CS/SB 102 Page 3
$252 million in non-recurring funds from the Local Government Housing Trust Fund for the
SHIP program;
$150 million in recurring funds from the State Housing Trust Fund for SAIL projects funded
by the General Revenue service charge redirect in the bill.
$109 million in non-recurring funds from the State Housing Trust Fund for the SAIL
program; and
$100 million in non-recurring funds from the General Revenue Fund to implement a
competitive loan program to alleviate inflation-related cost increases for FHFC-approved
multifamily projects that have not yet commenced construction.
See Section V., Fiscal Impact Statement, for Revenue Estimating Conference analysis on
individual components of the bill.
Except as otherwise provided, the bill takes effect July 1, 2023.
II. Present Situation:
The present situation for each issue is described below in Section III, Effect of Proposed
Changes.
III. Effect of Proposed Changes:
Present Situation:
Affordable Housing
One major goal at all levels of government is to ensure that citizens have access to affordable
housing. Housing is considered affordable when it costs less than 30 percent of a family’s gross
income. A family paying more than 30 percent of its income for housing is considered “cost
burdened,” while those paying more than 50 percent are considered “extremely cost burdened.”
Severely cost burdened households are more likely to sacrifice other necessities such as healthy
food and healthcare to pay for housing, and to experience unstable housing situations such as
eviction.
Affordable housing is defined in terms of household income. Resident eligibility for Florida’s
state and federally funded housing programs is typically governed by area median income (AMI)
levels. These levels are published annually by the U.S. Department of Housing and Urban
Development (HUD) for every county and metropolitan area. The following are standard
household income level definitions and their relationship to the 2022 Florida state AMI of
$78,300 for a family of four (as family size increases or decreases, the income range also
increases or decreases):1
Extremely low income – earning up to 30% AMI (at or below $ 23,500);2
Very low income – earning from 30.01 to 50% AMI ($23,501 to $39,150);3
1 U.S. Department of Housing and Urban Development, Income Limits, Access Individual Income Limits Areas – Click Here
for FY 2022 IL Documentation, available at https://www.huduser.gov/portal/datasets/il.html#2022 (last visited January 25,
2023).
2 Section 420.0004(9), F.S.
3 Section 420.0004(17), F.S.
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BILL: CS/SB 102 Page 4
Low income – earning from 50.01 to 80% AMI ($39,151 to $62,650); 4 and
Moderate income – earning from 80.01 to 120% of AMI ($62,651 to $94,000).5
To illustrate, below are examples of income thresholds from various counties in Florida:
AMI % Single Income 30% 60% 80% 120% 150%
Miami-Dade 20,490 40,980 54,640 81,960 102,450
Collier 19,830 39,660 52,880 79,320 99,150
Leon 17,070 34,140 45,520 68,280 85,350
Bradford6 12,750 25,500 34,000 51,000 63,750
AMI % Family of 4 30% 60% 80% 120% 150%
Miami-Dade 29,250 58,500 78,000 117,000 146,250
Collier 28,290 56,580 75,440 113,160 141,450
Leon 24,360 48,720 64,960 97,440 121,800
Bradford7 18,210 36,420 48,560 72,840 91,050
Housing costs reflect what people are willing to pay to live in an area, which may make it
difficult for the workforce, elders, and people with disabilities to find affordable homes and
apartments. The government helps make housing affordable through decreased monthly rent or
mortgage payments so that income eligible families are able to pay less for housing than it would
otherwise cost at “market rate.” Lower monthly payments or down payment assistance is a result
of affordable housing financing.
Florida Housing Finance Corporation
The 1997 Legislature created the Florida Housing Finance Corporation (FHFC) as a public-
private entity to assist in providing a range of affordable housing opportunities for Floridians.8
The FHFC is a corporation held by the state and housed within the Department of Economic
Opportunity (DEO). The FHFC is a separate budget entity and its operations, including those
relating to personnel, purchasing, transactions involving real or personal property, and budgetary
matters, are not subject to control, supervision, or direction by the DEO.9
The goal of the FHFC is to increase the supply of safe, affordable housing for individuals and
families with very low to moderate incomes by stimulating investment of private capital and
encouraging public and private sector housing partnerships. As a financial institution, the FHFC
administers federal and state resources to finance the development and preservation of affordable
rental housing and assist homebuyers with financing and down payment assistance.
4 Section 420.0004(11), F.S.
5 Section 420.0004(12), F.S.
6 This threshold applies to 18 counties: Bradford, DeSoto, Dixie, Glades, Ham ilton, Hardee, Hendry, Holmes, Jackson, Levy,
Liberty, Madison, Okeechobee, Putnam, Suwanee, Taylor, Union, and Washington.
7 Id.
8 Chapter 97-167, Laws of Fla. From 1980 through 1997, the former Florida Housing Finance Agency, placed within the
former Department of Community Affairs, performed similar duties.
9 Section 420.504(1), F.S.
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BILL: CS/SB 102 Page 5
Funding for Affordable Housing
The FHFC draws and administers funds from federal programs through federal tax credits and
the HUD,10 from the state through the State Housing Trust Fund and Local Government Housing
Trust Fund,11 both funded by documentary stamp taxes, as well as ad hoc individual legislative
appropriations, and through program income, which consists primarily of funds from successful
loan repayment that is recycled into the program it came from.
Documentary Stamp Tax
The documentary stamp tax imposes an excise tax on deeds or other documents that convey an
interest in Florida real property. The tax comprises two taxes imposed on different bases at
different tax rates. The first tax rate is 70 cents on each $100 of consideration for deeds,
instruments, or writings whereby lands, tenements, or other real property or interests that are
granted, assigned, transferred, conveyed or vested in a purchaser.12 The second tax rate is 35
cents per each $100 of consideration for certificates of indebtedness, promissory notes, wage
assignments, and retail charge account agreements.13 Revenue collected from the documentary
stamp tax is divided between the General Revenue Fund and various trust funds14 according to
the statutory formula in ch. 201, F.S.
Housing Trust Funds
The State Housing Trust Fund, administered by the FHFC,15 is “to be used for new construction
and substantial rehabilitation of housing, to improve the state’s ability to serve first-time
homebuyers, and to increase the affordability and availability of the housing stock in the State of
Florida.”16 The 1992 Sadowski Act increased documentary stamp tax rates and provided for a
certain proportion of documentary stamp tax revenues to be distributed to the State Housing
Trust Fund. A large portion of these funds are utilized in the State Apartment Incentive Loan
(SAIL) Program.
The Local Government Housing Trust Fund, administered by the FHFC,17 is used to fund the
State Housing Initiatives Partnership (SHIP) Program, which was created “for the purpose of
providing funds to local governments as an incentive for the creation of partnerships to produce
and preserve affordable housing.”18 A certain proportion of documentary stamp tax revenues are
distributed to the Local Government Housing Trust Fund.
10 See ss. 420.507(33) and 159.608, F.S.
11 Section 201.15, F.S.
12 Section 201.02(1), F.S.
13 Sections 201.07 and 201.08, F.S.
14 The Land Acquisition Trust Fund, the State Transportation Trust Fund, the State Economic Enhancement and
Development Trust Fund, the General Inspection Trust Fund, the Water Protection and Sustainability Program Trust Fund,
the Resilient Florida Trust Fund, the State Housing Trust Fund, and the Local G overnment Housing Trust Fund.
15 Chapter 92-317, ss. 1-35, Laws of Fla; Section 420.0005, F.S.
16 Chapter 88-376, s. 2, Laws of Fla.; s. 420.003(5), F.S. (1988).
17 Section 420.9079, F.S
18 Chapter 92-317, s. 32, Laws of Fla.; s. 420.9072, F.S. (1992).
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BILL: CS/SB 102 Page 6
State Apartment Incentive Loan (SAIL) Program
The SAIL Program is administered by the FHFC and provides low-interest loans on a
competitive basis to multifamily affordable housing developers.19 These funds often serve to
bridge the gap between the development’s primary financing and the total cost of the
development. SAIL dollars are available for developers proposing to construct or substantially
rehabilitate multifamily rental housing.20
At a minimum, developments financed by SAIL must set aside 20 percent of units for
households at or below 50 percent of AMI, or if the development also receives Low Income
Housing Tax Credits21 (LIHTC), 40 percent of units for households up to 60 percent of AMI.22
Loan interest rates are set at zero percent for those developments that maintain 80 percent of
their occupancy for farmworkers, commercial fishing workers or homeless people. The interest
rates are set at one percent for all other developments. Generally, loans are issued for 15 years
and cover approximately 25 to 35 percent of the total development cost.
Development Funding Selection Process
SAIL funding is distributed by the FHFC through a competitive solicitation process.23 Each year
the FHFC issues several requests for application, formal offers of funding that require hopeful
developers to give the FHFC detailed information related to the development. These requests for
application vary by geography and needs of the community, based on a statewide market study.24
Applications are then reviewed and scored by the FHFC, based on a number of criteria, and
awards are made from the highest scoring applications.25
To illustrate, in 2022 one request for application was entitled “SAIL Financing for the
Construction of Workforce Housing in Monroe County.”26 This request stated that up to $5.52
million in SAIL financing would be awarded for a Monroe County based development serving
workforce income households (up to 120% AMI), in addition to $1.8 million of LIHTC
financing available for award to developments serving low income households (up to 60% AMI).
Applicants filed detailed information, including developer experience, development
characteristics, proposed location, set-aside commitments, and existing financing. Applications
19 Section 420.5087, F.S.
20 See Florida Housing Finance Corporation, State Apartment Incentive Loan, available at
https://floridahousing.org/programs/developers-multifamily-programs/state-apartment-incentive-loan (last visited
February 3, 2022).
21 Low Income Housing Tax Credits are a financial instrument administered by the Department of Housing and Urban
Development that provide financing for low income housing developments. Credits are allocated to states on a per capita
basis and state-level administration is performed by FHFC. Eligible developments are income -limited similarly to SAIL
requirements.
22 Section 420.5087(2), F.S.
23 Section 420.5087(1), F.S.
24 Id., see also Fla. Admin. Code R. Ch 67-60.
25 For the full list of statutory criteria, see s. 420.5087(6)(c), F.S. Additional criteria and scoring mechanics can be set by
FHFC.
26 Florida Housing Finance Corporation, Request for Applications 2022-208, March 7, 2022, available at
https://www.floridahousing.org/docs/default-source/programs/competitive/2022/2022-208/3-7-22-final-2022-208-
workforce_bookmarked08e499c2fb0d6fb69bf3ff00004a6e0f.pdf?sfvrsn=ce9f67b_0 (last visited December 29, 2022).
154
BILL: CS/SB 102 Page 7
were reviewed and ultimately one was awarded the full amount available. The resulting
development following award will have 98 units, with each unit set aside as follows:
10 percent of the units will serve households at or below 25% AMI;
40 percent of the units will serve households at or below 60% AMI; and
50 percent of the units will serve households between 60% and 120% AMI.27
These set-asides for affordable housing set two limits on an apartment: the rent is limited to
make the apartment affordable to someone at the target income, and potential renters must
submit proof of income beneath the target before becoming eligible renters. Set-asides are
generally governed by a Land Use Restrictive Agreement (LURA), which is recorded by the
county clerk’s office and runs with the land. A LURA can also include a time period associated
with restriction compliance enforced by the IRS, HUD, or other housing authority.28 Both the
FHFC and local governments utilize LURAs to enforce requirements that developers receiving
funding indeed go on to provide affordable housing.
The same competitive solicitation process is used to distribute many different types of funding
routed through the FHFC. The FHFC is the state’s administrator for all federal affordable
housing programs, which include LIHTC, HOME investment partnerships and the National
Housing Trust Fund program via the HUD, and Multifamily Mortgage Revenue Bonds. The
process is also used for other state programs such as the Elderly Housing Community Loan
Program.29 Certain funding sources can also be paired to ensure a greater number of projects are
funded.
External Funding for SAIL Projects
SAIL funding operates as gap financing, which means it provides the last amount needed to
secure a development’s future. There are several sources of funding that an affordable housing
development will take advantage of:
FHFC Loans and Grants, which result from state appropriations;
Traditional financing through bank loans and bond issuance;
Local government investment;
Private funds directly raised or put forth by the developer; and
LIHTC.
Housing credits are a financial instrument, tax credits, issued through the LIHTC program.30
After being allocated a certain amount of tax credits by the federal government based on
population and need, the FHFC allocates the funding to affordable housing developers. There are
two types of credits:
27 See Lofts at Bahama Village, Application Package for RFA 2022 -208, Application Number 2022-265CS, available at
https://www.floridahousing.org/programs/developers-multifamily-programs/competitive/submitted-rfas?RFA=2022208 (last
visited December 29, 2022).
28 Commercial Real Estate Finance Company of America, Multifamily Housing – Land Use Restrictive Agreement (LURA)
LIHTC, available at https://www.crefcoa.com/land-use-restrictive-agreement.html (last visited February 4, 2023).
29 SB 102’s focus, as it relates to multifamily development loans, is SAIL funding. For mo re on the programs referred to in
this paragraph, see generally Florida Housing Finance Corporation, 2021 Annual Report, January 30, 2022, available at
https://issuu.com/fhfc/docs/2021_annual_report (last visited December 29, 2022).
30 Florida Housing Finance Corporation, Housing Credits, available at https://www.floridahousing.org/programs/developers-
multifamily-programs/low-income-housing-tax-credits (last visited January 5, 2023).
155
BILL: CS/SB 102 Page 8
9 percent credits, which are more valuable and limited. These are competitively bid for and
can typically fund two-thirds of a development’s total cost; and
4 percent credits, which are not limited and considered “non-competitive.” These typically
fund one third of a development’s total cost.
General Revenue Service Charge Redirect for SAIL Program
Section 201.15, F.S., prescribes the distribution of revenues from the excise tax on documents.
After payments on certain outstanding bonds and a distribution to the Land Acquisition Trust
Fund, eight percent of total collections is deducted as the General Revenue service charge
required by s. 215.20(1), F.S. This charge is intended to represent a share of the cost of general
government. The remaining revenues from the excise tax on documents are distributed to various
trust funds, including the State Housing and Local Government Housing Trust Funds, pursuant
to s. 201.15, F.S.
Effect of Proposed Changes:
The bill provides for $150 million to be redirected from the General Revenue service charge to
the State Housing Trust Fund for use in the SAIL program, with certain priorities and goals
attached. These goals include projects focused on infill and maximizing existing infrastructure,
the use and lease of public lands, projects near military installations, and projects meeting the
needs of certain groups such as the elderly and those aging out of foster care. This funding is
annually recurring, and will be repealed on July 1, 2033. A section-level breakdown follows.
Section 10 amends s. 201.15, F.S., to provide that, after documentary stamp tax revenue
distributions to the Land Acquisition Trust Fund and before any other distributions, the lesser of
8 percent of the remainder or $150 million is paid to the credit of the State Housing Trust Fund
to be utilized pursuant to s. 420.50871, F.S., created by section 30. The remainder of the 8
percent shall be paid into the General Revenue Fund, constituting the General Revenue service
charge. The section removes other references to the General Revenue service charge.
Section 11 provides that the amendments made by section 10 expire on July 1, 2033, and the text
of that section shall revert to that in existence before the bill’s passage but for any amendments
by other legislation which are not dependent on the portions of the text which expire.
Section 14 creates s. 215.212, F.S., to exempt documentary stamp taxes from the General
Revenue service charge, in accordance with the amendments made by Section 10 which provide
the same 8 percent charge in another form. This section is also repealed July 1, 2033.
Section 15 amends s. 215.22, F.S., to make a technical conforming change. Section 16 likewise
provides that the amendments made by section 15 expire on July 1, 2033, and the text of that
section shall revert to that in existence before the bill’s passage but for any amendments by other
legislation which are not dependent on the portions of the text which expire.
Section 32 creates s. 420.50871, F.S., which provides the allocation of revenues derived by the
amendments made by section 10. The $150,000,000 allocated to the State Housing Trust Fund
156
BILL: CS/SB 102 Page 9
by section 10 are to be used by the FHFC under the SAIL program, with specific requirements as
follows:
Seventy percent of the funds must be used to issue competitive requests for application to
finance projects that:
Both redevelop an existing affordable housing development and provide for the construction
of a new development within close proximity to the existing development to be rehabilitated.
This mechanism involves building a new affordable housing development first, relocating the
tenants of the existing development to the new development, and then demolishing the
existing development for reconstruction of an affordable housing development with more
overall and affordable units.
Address urban infill, including conversions of vacant, dilapidated, or functionally obsolete
buildings or the use of underused commercial property.
Provide for mixed use of the location, incorporating nonresidential uses, such as retail, office,
institutional, or other appropriate commercial or nonresidential uses.
Provide housing near military installations in this state.
The remaining 30 percent must be used to finance any of the following projects which:
Propose using or leasing public lands. Projects that propose to use or lease public lands must
include a resolution or other agreement with the unit of government owning the land to use
the land for affordable housing purposes.
Address needs of young adults who age out of the foster care system.
Meet the needs of elderly persons.
Provide housing to meet the needs in areas of rural opportunity, designated pursuant to
s. 288.0656, F.S.
One project need not meet all of the goals listed for each allocation group, but each goal must be
targeted for development. The bill instructs the FHFC to coordinate with the appropriate state
department or agency for each goal, and to prioritize projects providing mixed-income
developments. Funds allocated under this section must remain within the requirements of this
section, but the FHFC may allocate outside funds (e.g. from the wider SAIL program) to
supplement these funds.
This section is repealed on June 30, 2033.
Section 33 directs the Division of Law Revision to make technical amendments to bill when
published into law.
Present Situation:
Florida Sales Tax Refund for SAIL Developments
Florida levies a six percent sales and use tax on the sale or rental of most tangible personal
property,31 admissions,32 transient rentals,33 and a limited number of services. Chapter 212, F.S.,
31 Section 212.05(1)(a)1.a., F.S.
32 Section 212.04(1)(b), F.S.
33 Section 212.03(1)(a), F.S.
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contains provisions authorizing the levy and collection of Florida’s sales and use tax, as well as
the exemptions and credits applicable to certain sales. Sales tax is added to the sales price of the
taxable good or service and collected from the purchaser at the time of sale.34
Counties are authorized to impose local discretionary sales surtaxes in addition to the state sales
tax.35 A surtax applies to “all transactions occurring in the county which transactions are subject
to the state tax imposed on sales, use, services, rentals, admissions, and other transactions by
[ch. 212, F.S.], and communications services as defined in ch. 202.”36 The discretionary sales
surtax is based on the tax rate imposed by the county where the taxable goods or services are
sold or delivered. Discretionary sales surtax may be levied in a range of 0.5 to 2.5 percent.37
Effect of Proposed Changes:
Section 12 (in part) amends s. 212.08(5)(v), F.S., to provide up to a $5,000 refund for sales tax
paid on building materials used to construct an affordable housing unit funded through the
FHFC.
The bill provides that building materials used in eligible residential units are exempt from sales
tax under certain circumstances. The exemption takes the form of a post-construction refund to
the owner, and may not exceed the lesser of $5,000 or 97.5 percent of the Florida sales or use tax
paid on the cost of building materials per unit. A refund will not be granted unless it exceeds
$500. This refund does not apply to affordable housing developments for which construction
began prior to July 1, 2023.
In order to receive the refund, the owner of the applicable residential units must submit a review
request to the Department of Revenue (DOR) within six months of the units’ completion,
including the following:
The applicant’s name and address;
An address and parcel number of the improved real property;
A description of the eligible residential units;
A copy of the units’ building permit;
A sworn statement from the general contractor or owner specifying the building materials,
their cost and sales tax; and
A certification by the building code inspector that the unit is substantially completed.
A copy of the LURA with the FHFC for the eligible units.
The exemption may also be claimed by a local government, agency, or nonprofit community-
based organization if the building materials are paid for from the funds of a grant or loan
program similar to SHIP. In this instance, the local government, agency, or organization would
submit the same request as above.
The DOR may adopt rules to implement the directives of this section.
34 Section 212.07(2), F.S.
35 Section 212.055, F.S.
36 Section 212.054(2)(a), F.S.
37 Office of Economic and Demographic Research, Florida Tax Handbook, 227-228 (2021), available at
http://edr.state.fl.us/Content/revenues/reports/tax-handbook/taxhandbook2021.pdf (last visited Dec. 06, 2021).
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The DOR will additionally move 10 percent of the value of the refund from the Local
Government Half-Cent Sales Tax Clearing Trust Fund to the General Revenue Fund in order to
reflect the sales tax refund.
Present Situation:
“Live Local Program” - Tax Credit Program benefiting SAIL Program
The Florida Tax Credit Scholarship Program (FTC) was created in 200138 and allows taxpayers
to make private, voluntary contributions to scholarship-funding organizations (SFOs) that can
then be awarded as scholarships to eligible low-income students for private school tuition and
fees. Taxpayers can receive a tax credit for use against their liability for corporate income tax,
insurance premium tax, oil and gas production tax, use tax under a direct pay permit or alcoholic
beverage taxes on beer, wine, and spirits.39 The tax credit is equal to 100 percent of the eligible
contributions made.40 To receive a tax credit the taxpayer must submit an application to the DOR
and specify each tax for which the taxpayer requests a credit and the applicable taxable or state
fiscal year for the credit.41 Taxpayers can rescind tax credits, which will become available to
another eligible taxpayer in that fiscal year.42
Described below are select taxes imposed by Florida on certain businesses and products within
the state.
Corporate Income Tax: Florida imposes a 5.5 percent tax on the taxable income of certain
corporations and financial institutions doing business in Florida.43 Corporate income tax is
remitted to the DOR and distributed to the General Revenue Fund.
Insurance Premium Tax: Florida imposes a 1.75 percent tax on most Florida insurance
premiums.44 Insurance premium taxes are paid by insurance companies under ch. 624, F.S.,
and are remitted to the DOR. These revenues are distributed to the General Revenue Fund
with additional distributions to the Insurance Regulatory Trust Fund, the Police &
Firefighters Premium Tax Trust Fund, and the Emergency Management Preparedness &
Assistance Trust Fund.
Effect of Proposed Changes:
Section 34 creates s. 420.50872, F.S., to establish the “Live Local Program,” a tax credit
program benefiting the SAIL program.
Under the Live Local Program, businesses that make monetary donations to the FHFC to fund
the SAIL program may receive a dollar-for-dollar credit against either corporate income or
38 Section 1002.395, F.S.
39 Section 1002.395(1) and (5), F.S.
40 Sections 220.1875 and 1002.395(5), F.S.
41 Section 1002.395(5)(b), F.S.
42 Section 1002.395(5)(e), F.S.
43 Sections 220.11(2) and 220.63(2), F.S.
44 Section 624.509, F.S. (Different tax rates apply to wet mar ine and transportation insurance, self-insurance, and annuity
premiums.)
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insurance premium taxes. New sections are created in each of the applicable tax chapters to
create the credit. The annual tax credit cap for all credits under the program is $100 million.
The FHFC must expend all of the contributions received under the Live Local Program for the
SAIL program. From the amount received, the FHFC may use up to $25 million to provide loans
for the construction of large-scale projects of significant regional impact. These projects must
include a substantial civic, educational, or health care component, and may incorporate
commercial use.
Such a loan must be made in accordance with the practices and policies of the SAIL program,
through a competitive application process, and must not exceed 25 percent of the development’s
total costs. The FHFC must find that such a loan provides a unique opportunity for investment
alongside local government participation that enables the creation of a significant amount of
affordable and workforce housing.
Application and Approval of Tax Credits by the DOR
Taxpayers that wish to participate in the program by making a donation to the initiative must
apply to the DOR beginning October 1, 2023, for an allocation of tax credit. The taxpayer must
specify in the application each tax for which the taxpayer requests a credit, the applicable taxable
year for a credit under s. 220.1878 (regarding corporate income tax and created by section 21) or
s. 624.51058, F.S. (regarding insurance premium taxes and created by section 41). The DOR is
required to approve the tax credits on a first-come, first-served basis.
Any unused credit may be carried forward up to ten taxable years. The bill generally does not
allow a taxpayer to convey, transfer, or assign the credit to another entity unless all of the assets
of the taxpayer are conveyed, transferred, or assigned in the same transaction. Upon approval of
the DOR, transfers may be made between members of an affiliated group of corporations if the
credit transferred will be taken against the same type of tax. Credits earned under this program
are to be accounted for in calculating the underpayment of estimated corporate income taxes, as
well as associated penalties and interest.
A taxpayer may apply to the DOR to rescind all or part of an approved tax credit. The amount
rescinded becomes available for that state fiscal year to another eligible taxpayer as approved by
the DOR if the taxpayer receives notice that the rescindment has been accepted.
The bill allows the DOR and the FHFC to share information and develop a cooperative
agreement to assist in the administration of the program, and the DOR is further authorized to
adopt rules. Additionally, the bill requires the DOR, by August 15, 2023, and each year
thereafter, to determine the 500 taxpayers with the greatest total corporate income or franchise
tax liability and notify those taxpayers of the existence of the Live Local Program and the
process to participate.
Section 13 amends s. 213.053, F.S., to direct the DOR to make available to the FHFC
information for the purpose of administering the Live Local program.
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Present Situation:
SAIL Developments for Those in Foster Care or Those Aging out of Foster Care
Current law provides that the FHFC may prioritize a portion of SAIL funding set aside for
persons with special needs to provide funding for the development of newly constructed
permanent rental housing on a campus that provides housing for persons in foster care or persons
aging out of foster care.45 This housing must promote and facilitate access to community-based
supportive, educational, and employment services and resources that assist persons aging out of
foster care to successfully transition to independent living and adulthood.
Effect of Proposed Changes:
Section 31 amends s. 420.5087(10), F.S., to remove the requirement that the prioritized
developments for persons in foster care or aging out of foster care be “on a campus” that
provides housing for such persons, in order to add flexibility to the types of developments the
FHFC can fund.
Present Situation:
State Housing Initiatives Partnership (SHIP) Program
The SHIP Program was created in 199246 to provide funds to local governments as an incentive
to create partnerships that produce and preserve affordable homeownership and multifamily
housing. The SHIP program provides funds to all 67 counties and 52 Community Development
Block Grant47 entitlement cities on a population-based formula to finance and preserve
affordable housing based on locally adopted housing plans.48 The program was designed to serve
very-low, low-, and moderate-income families and is administered by the FHFC. SHIP funds
may be used to pay for emergency repairs, rehabilitation, down payment and closing cost
assistance, impact fees, construction and gap financing, mortgage buydowns, acquisition of
property for affordable housing, matching dollars for federal housing grants and programs, and
homeownership counseling.49
Funds are expended per each local government’s adopted Local Housing Assistance Plan
(LHAP), which details the housing strategies it will use.50 Local governments submit their
LHAPs to the FHFC for review to ensure that they meet the broad statutory guidelines and the
requirements of the program rules. The FHFC must approve an LHAP before a local government
may receive the SHIP funding.
45 Section 420.5087(10), F.S.
46 Chapter 92-317, Laws of Fla.
47 The CDBG program is a federal program created in 1974 that provides funding for housing and community development
activities.
48 See ss. 420.907-420.9089, F.S.
49 Section 420.072(7), F.S.
50 Section 420.9075, F.S. Section 420.9075(3), F.S., outlines a list of strategies LHAPs are encouraged to employ, such as
helping those affected by mobile home park closures, encouraging innovative housing design to reduce long -term housing
costs, preserving assisted housing, and reducing home lessness.
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Certain statutory requirements restrict a local government’s use of funds made available under
the SHIP program (excluding amounts set aside for administrative costs):
At least 75 percent of SHIP funds must be reserved for construction, rehabilitation, or
emergency repair of affordable, eligible housing;51 and
Up to 25 percent of SHIP funds may be reserved for allowed rental services.52
Within those distributions by local governments, additional requirements must be met:
At least 65 percent of SHIP funds must be reserved for home ownership for eligible
persons;53
At least 20 percent of SHIP funds must serve persons with special needs;54
Up to 20 percent of SHIP funds may be used for manufactured housing;55 and
At least 30 percent of SHIP funds must be used for awards to very-low-income persons or
eligible sponsors serving very-low-income persons, and another 30 percent must be used for
awards for low-income-persons or eligible sponsors serving low-income persons.56
Florida Housing Finance Corporation Homeownership Programs
The FHFC’s primary function is administering a variety of programs to assist in the development
and rehabilitation of affordable housing stock, provide low interest loans for first-time
homebuyers, provide down payment assistance and reduce closing costs, and assist in the
housing side of disaster recovery. The following programs focus primarily on aiding first-time
homebuyers into stable homeownership by reducing mortgage payments and onerous one-time
costs associated with purchasing a home.
Homebuyer Loan Programs
The FHFC’s homebuyer loan programs offer 30-year fixed-rate first mortgage loans originated
by a network of participating lenders throughout Florida. The programs are offered to eligible
first time homebuyers57 who meet income, purchase price and other program criteria; can qualify
for a loan; and successfully complete a homebuyer education course.58 Borrowers who qualify
51 Section 420.9075(5)(c), F.S.
52 Section 420.9075(5)(b), F.S. However, a local government may not expend money distributed to it to provide ongoing rent
subsidies, except for: security and utility deposit assistance; eviction prevention not to ex ceed six months’ rent; or a rent
subsidy program for very-low-income households with at least one adult who is a person with special needs or is homeless,
not to exceed 12 months’ rental assistance.
53 Section 420.9075(5)(a), F.S. “Eligible person” or “eligible household” means one or more natural persons or a family
determined by the county or eligible municipality to be of very low income, low income, or moderate income based upon the
annual gross income of the household.
54 Section 420.9075(5)(d), F.S.
55 Section 420.9075(5)(e), F.S.
56 Section 420.9075(5)(g)2., F.S.
57 The IRS definition of “first-time homebuyer,” generally accepted by Florida agencies and corporations, is a person who
has not owned and occupied their primary residence for the past three years. See Homebuyer Overview, FHFC, available at
https://www.floridahousing.org/programs/homebuyer -overview-page (last visited December 15, 2021).
58 FHFC funds homebuyer loans through various transaction types, including (a) the specified pool market, (2) tax -exempt
bonds, and (3) forward delivery/To Be Announced (TBA) market.
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for a first mortgage program may access one of the FHFC’s down payment assistance (DPA)
programs.59
Down Payment Assistance
The FHFC administers multiple DPA programs available to first time homebuyers utilizing a
FHFC first mortgage loan product. DPA is typically offered as a low- or zero-rate loan, in the
form of a second mortgage,60 to secure funding for down payments, closing costs, mortgage
insurance premiums, or principal reduction to the first mortgage.61 FHFC DPA programs are
funded from a mix of sources including documentary stamp tax revenue, special legislative
appropriation, and FHFC program income, which is primarily returned loan money. The various
programs differ in terms of eligibility, ranging up to 120 percent AMI, requirements, such as also
having been approved for a first mortgage through the FHFC, and terms, some including
forgivable loans.
Hometown Heroes Program
In 2022, pursuant to the 2022 General Appropriations Act,62 the FHFC created the Hometown
Heroes Program, a new homeownership assistance program.63 Under the program, eligible
purchasers have access to 0-interest rate loans to reduce the amount of down payment and
closing costs from $10,000 to a maximum of 5 percent or $25,000, whichever is less. Loans must
be repaid when the property is sold, refinanced, rented, or transferred unless otherwise approved
by the FHFC.
Such loans are available to those first-time homebuyers seeking first mortgages whose family
incomes do not exceed 150 percent of the state or local AMI, whichever is greater, and are
employed in certain necessary professions such as law enforcement officers, educators,
healthcare professionals, and active military or veterans (combining the previous Salute our
Soldiers Program).64 The requirement to be a first-time homebuyer does not apply to those
qualifying as servicemembers or veterans.
The FHFC was appropriated $100 million in 2022 to establish the Hometown Heroes Program.65
As of February 17, 2023, the program has provided over $58 million in assistance in 3,990 loans.
59 See Florida Housing Finance Corporation, 2020 Annual Report, p. 13, available at https://www.floridahousing.org/data-
docs-reports/annual-reports (last visited November 30, 2021).
60 A second mortgage is a subordinate mortgage made while the original is still in effect.
61 Only one FHFC DPA program can be used by a borrower.
62 HB 5001, specific appropriation 2289 (2022 Reg. Session).
63 Florida Housing Finance Corporation, Florida Hometown Heroes Housing Program, available at
https://www.floridahousing.org/programs/homebuyer -overview-page/hometown-heroes (last visited January 10, 2023).
64 See Eligible Occupations for FL Hometown Heroes Loan Program, available at
https://www.floridahousing.org/docs/default-source/programs/homebuyers/hometown-heroes/eligible-
occupations.pdf?sfvrsn=238ff57b_6 (last visited February 4, 2023).
65 Supra note 62.
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Effect of Proposed Changes:
Section 35 creates s. 420.5096, F.S., to codify the Florida Hometown Heroes Program. The
program created by the bill will operate as the current Hometown Heroes program with the
following differences:
Eligibility remains based on income being at or below 150 percent AMI and one’s ability to
qualify for a first mortgage, however the occupation qualifiers that currently apply to the
Hometown Heroes program are omitted. A prospective borrower must be a Florida resident
and employed full-time (35 hours or more per week) by a Florida-based employer.
The maximum amount available per loan is raised from $25,000 to $35,000, while the cap of
5 percent of purchase price is maintained.
The bill specifies that loans made under this program may be used for the purchase of
manufactured homes, as defined by s. 320.01(2)(b), that were constructed after August 1,
1994, and are titled as either real or tangible personal property.
Present Situation:
Additional Provisions Related to the Florida Housing Finance Corporation
Legislative Budget Request
As SAIL funding can be used in several ways (for example new unit production, rehabilitation,
and maintenance of affordable units), and is often utilized to draw down federal funding from tax
credits and grant funds, the effects of SAIL funding are variable on a per-dollar basis. The
amount of funding needed annually to maximize state and local funding toward the production of
new affordable units is calculable by analyzing the various sources and matching state funding
with federal funding.
The FHFC prepares and submits an annual legislative budget request to the Secretary of the DEO
containing a request for operational expenditures and a separate request for other authorized
corporation programs.66
Effect of Proposed Changes:
Section 29 amends s. 420.507(30), F.S., to require that the FHFC legislative budget requests
include, for informational purposes, the amount of state funds necessary to fully utilize all
federal housing funds in the fiscal year to maximize the production of new, affordable
multifamily housing units.
Section 30 provides that this provision expires July 1, 2033, unless otherwise acted upon by the
Legislature.
66 Section 420.507(30), F.S.
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Present Situation:
Qualified Contracts
Of the affordable housing financing options provided by the federal government, Low Income
Housing Tax Credits (LIHTC)67 are among the most commonly used. When a property is
financed using LIHTC the federal government typically requires the property be utilized for
affordable housing for at least 30 years.68 This time period is divided into the first 15 years, the
“initial compliance period,” and the rest, an “extended use period.”
After 14 years the owner of an affordable housing development may request that the FHFC seek
a purchaser who will continue to operate the affordable portions of the development as
affordable housing, what’s referred to as the “qualified contract process.” Many developments,
particularly those who receive the most lucrative LIHTC, waive the right to enter this process,
and must remain affordable housing for the duration of the agreed upon time. After a developer
requests a qualified contract, if the FHFC is unable to present a buyer during the subsequent 1-
year period the extended use period of the property as affordable housing will end, and the
property can be utilized for market-rate housing.69
This “qualified contract process” relies on the FHFC marketing the property and returning to the
owner with a “bona fide contract,” showing that they have found a buyer in order to maintain the
affordable housing requirement. The price for the affordable housing portion of the sale is set
according to a formula designed to give the owner an inflation adjusted return on its original
equity contribution.70 The bona fide contract, as provided by administrative rule is:
…a contract for sale signed by the purchaser, which states that acceptance
of the contract is contingent upon approval by the Corporation, and must
provide for an initial earnest money deposit (the initial deposit) from the
purchaser in the minimum amount of $50,000 and obligate the purchaser to
make a second earnest money deposit (the second deposit) (the initial and
second deposits shall be refundable in the event of the seller’s failure to
deliver insurable title or in the event of seller’s default, otherwise the
deposits shall be non-refundable) equal to three (3) percent of the qualified
contract price.71
If the FHFC is able to procure a purchaser and present the owner with such a bona fide contract
within the one year period, regardless of whether the owner accepts, rejects, or fails to act upon
the contract, the property will continue to be subject to its extended use agreement as affordable
housing.72 If the owner accepts the offer, the property will be sold to the purchaser. If the owner
67 Low Income Housing Tax Credits are provided by the federal government to rental housing developers in exchange for a
commitment to provide affordable rents and are usually so ld to investors to raise project equity. The LIHTC program is
governed by the U.S. Department of Treasury and Florida’s allocation is administered by Florida Housing. Under the LIHTC
program, successful applicants are provided with a dollar-for-dollar reduction in federal tax liability in exchange for the
development or rehabilitation of units to be occupied by very low- and low-income households.
68 Internal Revenue Code Section 42(h)(6)(A).
69 Internal Revenue Code Section 42(h)(6)(E)(i)(II).
70 Internal Revenue Code Section 42(h)(6)(F).
71 Fla. Admin. Code R. 67-48.031.
72 Fla. Admin. Code R. 67-48.031(11).
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rejects the offer or fails to act upon the offer, the owner will continue to be subject to the
extended use agreement and cannot submit another qualified contract request for the
development.
In 2022, the Legislature codified certain definitions and procedures related to the qualified
contract process. In doing so, the moment when a bona fide contract becomes a qualified
contract shifted from when the purchaser makes the first deposit to when the second earnest
money deposit is made.73 However, under the scenario where the seller refuses to sell after being
presented a bona fide offer the second deposit will never be made, making this definition
unworkable.
Effect of Proposed Changes:
Section 27 amends s. 420.503(36), F.S., to provide that the FHFC shall deem a bona fide
contract to be a qualified contract at the time the bona fide contract is presented to the owner and
the initial earnest money deposit is deposited in escrow, as opposed to when the second deposit
is made.
Present Situation:
Florida Housing Finance Corporation Structure and Board of Directors
The FHFC is a public corporation created within the DEO as a separate budget entity not subject
to control, supervision, or direction by the DEO.74 The FHFC consists of a board of directors
composed of the Secretary of the DEO as an ex officio and voting member, or a senior-level
agency employee designated by the secretary, and eight members appointed by the Governor
subject to confirmation by the Senate from the following:
(a) One citizen actively engaged in the residential home building industry.
(b) One citizen actively engaged in the banking or mortgage banking industry.
(c) One citizen who is a representative of those areas of labor engaged in home building.
(d) One citizen with experience in housing development who is an advocate for low-
income persons.
(e) One citizen actively engaged in the commercial building industry.
(f) One citizen who is a former local government elected official.
(g) Two citizens of the state who are not principally employed as members or
representatives of any of the groups specified in paragraphs (a)-(f).75
Members are appointed for four-year terms and vacancies are filled for the unexpired term.76 The
Governor may suspend a member for cause, including failure to attend 3 meetings in a 12-month
period, and suspended members are subject to removal or reinstatement by the Senate.77
Members receive no compensation for services, are entitled to necessary expenses, and must file
full and public disclosure of financial interests.78
73 Chapter 2022-194, s. 1, Laws of Fla.
74 Section 420.504, F.S.
75 Section 420.504(3), F.S.
76 Section 420.504(4), F.S.
77 Id.
78 Section 420.504(6), (7), F.S.
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Effect of Proposed Changes:
Section 28 amends s. 420.504, F.S., to provide that the board will include two additional
members, one appointed by the President of the Senate and one appointed by the Speaker of the
House of Representatives. Additionally, vacancies shall be filled by the party who made the
original member’s appointment.
Present Situation:
State Housing Strategy Act
The State Housing Strategy Act, located in Part I, of ch. 420, F.S., was created by the Legislature
in 1992 to guarantee adequate affordable housing for Florida residents.79 The State Housing
Strategy posits the goal of assuring that by the year 2010 each Floridian shall have decent and
affordable housing. “Policies,” guidelines for state agencies and programs to follow, are divided
into sections: housing need, public-private partnerships, preservation of housing stock, public
housing, and housing production or rehabilitation programs. This forward-looking and optimistic
set of ideas and strategies has not been amended in 30 years.
The State Housing Strategy Act also includes certain provisions implementing state programs in
the pursuit of goals outlined. For example, the DEO and the FHFC annually coordinate with the
Shimberg Center for Housing Studies at the University of Florida80 to develop and maintain
statewide data on affordable housing needs for specific populations.81 These studies are then
used to review and evaluate existing affordable housing accommodations to ensure that they are
consistent with current need assessments and to recommend any improvements or plan
modifications.82
Effect of Proposed Changes:
Section 26 amends s. 420.003, F.S., to substantially revise and reword the State Housing
Strategy, maintaining the goal of assuring that each Floridian has safe, decent, and affordable
housing. The bill retains strategies requiring local buy-in to state-funded developments,
interlocal coordination, and cost-effective public-private partnerships, while adding language
emphasizing the need to avoid sprawl to minimize separation of housing and employment as well
as ecological impact.
The State Housing Strategy is separated into the following three categories.
Legislative Intent
This section states that it is the intent of the act to articulate a strategy to carry the state toward
assuring that each Floridian has safe, decent, and affordable housing. The strategy must involve
79 Section 420.0003, F.S.
80 The Shimberg Center for Housing Studies was established at the University of Florida in 1988 to “facilitate safe, decent
and affordable housing throughout the state of Florida” and was named after Jim Shimberg Sr., a Tampa homebu ilder
dedicated to affordable housing. The Center’s Florida Housing Data Clearinghouse provides public information on Florida
housing needs, programs and demographics. For more information visit: http://www.shimberg.ufl.edu/aboutUs2.html (last
visited on Feb. 19, 2023).
81 Section 420.0003(4)(c), F.S.
82Id.
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state and local governments working in partnership with communities and the private sector, and
must encompass both financial and regulatory commitment.
Policies
Housing Production and Rehabilitation Programs, which enumerates state programs;
emphasizes the need to leverage state funds efficiently; and highlights innovative solutions
such as utilizing publically held land, community-led planning such as urban infill;
maximizing efficiency through promotion of high-density and mixed-use developments; and
modern housing concepts such as manufactured or 3D-printed homes.
Public Private Partnerships, which emphasizes the need for cost effective, data driven
cooperative efforts.
Preservation of Housing Stock, which calls for the preservation of existing stock through
rehabilitation programs and neighborhood revitalization efforts.
Unique Housing Needs, which covers the wide range of need for safe, decent, and affordable
housing among the various groups of citizens most in need, including those with disabilities
and the elderly.
Implementation
This section, largely maintained from the original State Housing Strategy, incorporates the FHFC
and the Shimberg Center for Housing Studies into the state housing strategy. Further, the bill
adds a series of studies required to be conducted by OPPAGA. The reports will be conducted on
a rotating basis and include studying:
Innovative affordable housing strategies implemented by other states, their effectiveness, and
the potential for implementation in Florida;
Affordable housing policies enacted by local governments, including interlocal cooperation;
and
Existing state-level housing rehabilitation, production, preservation, and finance programs to
determine their consistency with the goals of the state housing strategy, and
recommendations for improved program linkages.
Present Situation:
State-Owned Lands
Land Use Plans
All lands held by the Board of Trustees of the Internal Improvement Trust Fund83 (board) are
required to be held in trust for the use and benefit of the people of the state.84 Each manager of
nonconservation lands85 is required to submit to the division a land use plan at least every 10
years in a form and manner prescribed by rule by the board.86 All land use plans, whether for
single-use or multiple-use properties, must include an analysis of the property to determine the
83 Consisting of the Governor, as the chair, the Chief Financial Officer, the Attorney General, and the Commissioner of
Agriculture. FLA. CONST. art. IV, s. 4.
84 Section 253.001, F.S.
85 “Conservation lands” include those held for conservation, recreation, historic preservation, and other uses. Section
253.034(2)(c), F.S. All other lands held by the state, such as those used for government functions, are nonconservation lands .
86 Section 253.034(5), F.S.
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potential use of private land managers to facilitate the restoration or management of these
lands.87
Effect of Proposed Changes:
Section 23 amends s. 253.034(5), F.S., to provide that a land use plan submitted for
nonconservation lands must include an analysis of whether such lands would be more
appropriately transferred to a local government for affordable housing related purposes.
Present Situation:
Surplus Lands
The board determines which lands it holds title to may be surplused.88 Conservation lands may
only be surplused if the board, by an affirmative vote of at least two-thirds, determines that the
lands are no longer needed for conservation purposes.89 The board may dispose of all other lands
if the board, by an affirmative vote of at least three members, determines whether the lands are
no longer needed.90
If the board determines that nonconservation lands are no longer needed, it made dispose of such
surplus lands by vote.91 Requests for surplusing lands may be made by any public or private
entity or person.92 County or local government requests for surplus lands through purchase or
exchange are expedited throughout the surplusing process.93 The board is required to consider
such requests within 90 days of the board’s receipt of the request.94 Surplus lands conveyed to a
local government for affordable housing must be disposed of by the local government pursuant
to s. 125.379, F.S., or s. 166.0451, F.S., discussed in further detail below.
Effect of Proposed Changes:
Section 24 amends s. 253.0341(1), F.S., to clarify that local government requests for surplus
lands are expedited throughout the process regardless of the means of transfer, to include
donation.
Present Situation:
Job Growth Grant Fund
The Florida Job Growth Grant Fund, created by the legislature in 2017, is an economic
development program within the DEO designed to promote public infrastructure and workforce
training across the state.95 Eligible projects include state or local public infrastructure projects to
promote economic recovery, rehabilitation of the Herbert Hoover Dike, and workforce training
87 Id.
88 Section 253.0341, F.S.
89 FLA. CONST. art. X, s. 18.
90 Section 253.0341, F.S.
91 Section 253.0341(1), F.S.
92 Section 253.0341(11), F.S.
93 Section 253.0341(1), F.S.
94 Section 253.0341(10), F.S.
95 Section 288.101, F.S.
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grants that support college and technical center workforce skills programs. Proposals are
reviewed by the DEO, the Department of Transportation, and Enterprise Florida, Inc., and
chosen by the Governor to meet the demand for workforce or infrastructure needs in the
community they are awarded to.96 Contracts for projects approved by the Governor and funded
pursuant to this program must be administered by the DEO.97
Effect of Proposed Changes:
Section 25 amends s. 288.101(2), F.S., to provide that public infrastructure projects that support
affordable housing are an authorized use of Job Growth Grant Fund funding. This provision
sunsets 2033.
Present Situation:
Community Contribution Tax Credit Program
In 1980, the Legislature established the Community Contribution Tax Credit Program (CCTCP)
to encourage private sector participation in community revitalization and housing projects.98
Broadly, the CCTCP offers tax credits to businesses or persons (“taxpayers”) anywhere in
Florida that contribute99 to certain projects undertaken by approved CCTCP sponsors.100 Eligible
projects include activities undertaken by an eligible sponsor that are designed to accomplish one
of the following purposes:
To construct, improve, or substantially rehabilitate housing that is affordable to low-income
households or very-low-income households as those terms are defined in s. 420.9071;
To provide commercial, industrial, or public resources and facilities; or
To improve entrepreneurial and job-development opportunities for low-income persons.101
The DEO administers the CCTCP, and its responsibilities include reviewing sponsor project
proposals and tax credit applications, periodically monitoring projects, and marketing the
CCTCP in consultation with the FHFC and other statewide and regional housing and financial
intermediaries.102 Once approved by the DEO, the taxpayer must claim the community
contribution tax credit from the DOR.
The credit is calculated as 50 percent of the taxpayer’s annual contribution, but a taxpayer may
not receive more than $200,000 in credits in any one year.103 The taxpayer may use the credit
against corporate income tax, insurance premiums tax, or as a refund against sales tax.104 Unused
96 Section 288.101(2), F.S.
97 Section 288.101(4), F.S.
98 Chapter 80-249, Laws of Fla. The CCTCP is one of the state incentives available under the Florida Enterprise Zone Act,
which was partially repealed on December 31, 2015.
99 Sections 212.08(5)(p)2.a., 220.183(2)(a), and 624.5105(5)(a), F.S., require community contributions to be in the form of
cash or other liquid assets, real property, goods or inventory, or other physical resources.
100 Sections 212.08(5)(p); 220.183; and 624.5105, F.S.
101 Sections 212.08(5)(p)2.b.; 220.183(2)(d); 624.5105(2)(b); and 220.03(1)(t), F.S.
102 Sections 212.08(5)(p)4.; 220.183(4); and 624.5105(4), F.S.
103 Sections 212.08(5)(p)1.; 220.183 (1)(a) and (b); and 624.5105(1), F.S.
104 Sections 212.08(5)(p); 220.183; and 624.5105, F.S.
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credits against corporate income taxes and insurance premium taxes may be carried forward for
five years.105 Unused credits against sales taxes may be carried forward for three years.106
The DOR may approve $14.5 million in annual funding for projects that provide homeownership
opportunities for low-income and very-low-income households or housing opportunities for
persons with special needs and $4.5 million for all other projects. “Persons with special needs” is
defined in current statute to include adults requiring independent living services, young adults
formerly in foster care, survivors of domestic violence, and people receiving Social Security
Disability Insurance, Supplemental Security Income, or veterans’ disability benefits.107
The Legislature extended the CCTCP in 1984, 1994, 2005, 2014, and 2015,108 and made the
program permanent in 2017.109 It has also amended the annual tax credit allocation of the
CCTCP on numerous occasions.110 Each time the allocation has been increased, the number of
projects has increased to match the larger allocation.
Effect of Proposed Changes:
Sections 12 and 19 amend ss. 212.08 and 220.183, F.S., respectively, to provide that for the
2023-2024 fiscal year $25 million, rather than $14.5 million, is the total amount of tax credits
which may be granted for projects that provide homeownership opportunities for low- and very-
low income households or housing opportunities for persons with special needs.
Present Situation:
Local Governments and Affordable Housing Development
Consistency with Comprehensive Plans
All development, both public and private, and all development orders111 approved by local
governments must be consistent with the local government’s comprehensive plan.112 The Growth
Management Act requires every city and county to create and implement a comprehensive plan
to guide future development.113 A comprehensive plan is intended to provide for the future use of
land, which contemplates a gradual and ordered growth, and establishes a long-range maximum
limit on the possible intensity of land use.
A locality’s comprehensive plan lays out the locations for future public facilities, including
roads, water and sewer facilities, neighborhoods, parks, schools, and commercial and industrial
developments. A comprehensive plan is made up of 10 required elements, each laying out
105 Sections 220.183(1)(e) and (g); and 624.5105, F.S.
106 Sections 212.08(5)(p)1.b. and f., F.S.
107 Section 420.0004(13), F.S.
108 Chapters 84-356, 94-136, 2005-282, 2014-38, and 2015-221, Laws of Fla.
109 Chapter 2017-36, Laws of Fla.
110 Chapters 94-136, 98-219, 99-265, 2005-282, 2006-78, 2008-153, 2015-221, and 2017-36, Laws of Fla.
111 “Development order” means any order granting, denying, or granting with conditions an appli cation for a development
permit. See s. 163.3164(15), F.S. “Development permit” includes any building permit, zoning permit, subdivision approval,
rezoning, certification, special exception, variance, or any other official action of local government having the effect of
permitting the development of land. See s. 163.3164(16), F.S.
112 Section 163.3194(3), F.S
113 Section 163.3167(2), F.S.
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regulations for a different facet of development.114 Most relevant among them as it pertains to the
bill are the Future Land Use Element and the Housing Element.
The Future Land Use Element designates proposed future general distribution, location, and
extent of the uses of land. Specified use designations include those for residential,
commercial, industry, agriculture, recreation, conservation, education, and public facilities.115
The approximate acreage and the general range of density or intensity of use must be
provided for each land use category.116
The Housing Element sets forth guidelines and strategies for the creation and preservation of
affordable housing for all current and anticipated future residents of the jurisdiction,
elimination of substandard housing conditions, provision of adequate sites for future housing,
and distribution of housing for a range of incomes and types.117
A comprehensive plan is implemented through the adoption of land development regulations118
that are consistent with the plan, and which contain specific and detailed provisions necessary to
implement the plan.119 Such regulations must, among other prescriptions, regulate the
subdivision of land and the use of land for the land use categories in the land use element of the
comprehensive plan.120 Substantially affected persons have the right to maintain administrative
actions which assure that land development regulations implement and are consistent with the
comprehensive plan.121
Development that does not conform to the comprehensive plan may not be approved by a local
government unless the local government amends its comprehensive plan first. State law requires
a proposed comprehensive plan amendment to receive two public hearings, the first held by the
local planning board, and subsequently by the governing board.122 Following the hearings they
must transmit the plan to several statutorily identified reviewing agencies, including the DEO for
review.123 Most plan amendments are placed into the Expedited State Review Process, while plan
amendments relating to large-scale developments are placed into the State Coordinated Review
Process.124
114 Section 163.3177(6), F.S. The 10 required elements include capital improvements; future land use plan; transportation;
general sanitary sewer, solid waste, drainage, potable water, and natural groundwater aquifer recharge; conservation;
recreation and open space; housing; coastal management; intergovernmental coordination; and property rights. Throughout
statutes exist plans and programs that may be added as optional elements.
115 Section 163.3177(6)(a), F.S.
116 Section 163.3177(6)(a), F.S.
117 Section 163.3177(6)(f), F.S.
118 “Land development regulations” means ordinances enacted by governing bodies for the regulation of any aspect of
development and includes any local government zoning, rezoning, subdivision, building construction, or sign regulations or
any other regulations controlling the development of land, except that this definition does not apply in s. 163.3213. See s.
163.3164(26), F.S.
119 Section 163.3202, F.S.
120 Id.
121 Section 163.3213, F.S.
122 Sections 163.3174(4)(a) and 163.3184, F.S.
123 Section 163.3184, F.S.
124 See ss. 163.3184 and 380.06, F.S. In the Expedited State Review Process, DEO reviews and approves or amends the
proposed comprehensive plan amendment. This process can take 4 to 6 months. The State Coordinated Review Process is a
more thorough, complex, multi-phase process. For more information, see Florida Department of Economic Opportunity,
Amendments that Must Follow the State Coordinated Review Process; Procedures and Timefra mes, available at
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Zoning Regulations
A comprehensive plan’s Future Land Use Element establishes a range of allowable uses and
densities and intensities over large areas, and the specific use and intensities for specific parcels
within that range are decided by a more detailed, implementing zoning map.125
Zoning maps and zoning districts are adopted by a local government for developments within
each land use category or sub-category. While land uses are general in nature, one or more
zoning districts may apply within each land use designation.126 Common regulations within the
zoning map districts include density,127 height and bulk of buildings, setbacks, and parking
requirements.128 Regulations for a zoning category in a downtown area may allow for more
density and height than allowed in a suburb, for instance.
If a developer or landowner believes that a proposed development may have merit but it does not
meet the requirements of a zoning map in a jurisdiction, the developer or landowner can seek a
rezoning through a rezoning application which is reviewed by the local government and voted on
by the governing body.129 If a property has unique circumstances or small nonconformities but
otherwise meets zoning regulations, local governments may ease restrictions on certain
regulations such as building size or setback through an application for a variance.130 However,
any action to rezone or grant a variance must be consistent with the local government’s
comprehensive plan.
Ordinances or resolutions that change the actual list of permitted, conditional, or prohibited uses
within a zoning category or ordinances or resolutions initiated by the local government that
change the actual zoning map designation of a parcel or parcels of land must follow additional
enhanced notice requirements.131
If the area affected is less than 10 acres, the local government is required to notify by mail
each property owner and hold a public meeting to discuss the ordinance or resolution before
passage.132
https://floridajobs.org/community-planning-and-development/programs/community-planning-table-of-contents/amendments-
that-must-follow-the-state-coordinated-review-process-procedures-and-timeframes (last visited Dec. 27, 2022).
125 Richard Grosso, A Guide to Development Order "Consistency" Challenges Under Florida Statutes Section 163.3215, 34 J.
Envtl. L. & Litig. 129, 154 (2019) citing Brevard Cty. v. Snyder, 627 So. 2d 469, 475 (Fla. 1993).
126 Indian River County, General Zoning Questions, available at
https://www.ircgov.com/communitydevelopment/planning/FAQ.htm#zoning1 (last visited Jan. 20, 2023)
127 “Density” means an objective measurement of the number of people or residential units allowed per unit of land, such as
residents or employees per acre. See s. 163.3164(12), F.S.
128 Supra note 126.
129 City of Tallahassee, Application For Rezoning Review, available at
https://www.talgov.com/Uploads/Public/Documents/place/zoning/cityrezinfsh.pdf (last visited Jan. 20, 2023)
130 City of Tallahassee, Variance and Appeals, available at
https://www.talgov.com/Uploads/Public/Documents/growth/forms/boaa_variance.pdf (last visited Jan. 20, 2023) and
Seminole County, Variance Processes available at https://www.seminolecountyfl.gov/departments-services/development-
services/planning-development/boards/board-of-adjustment/variance-process-requirements.stml (last visited Jan. 20, 2023)
131 See sections 125.66(4) and 166.041(3), F.S.
132 Id.
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If the area affected is 10 acres or greater the local government must hold two separate
meetings at which to discuss the changes, and notice the public through either mail to each
property owner or to the public generally by newspaper.133
Effect of Proposed Changes:
Section 3, in part, amends s. 125.01055, F.S., to preempt counties on zoning, density, and height
for certain multi-family rental developments in commercial and mixed-use areas. Specifically, a
county must authorize multifamily and mixed-use residential134 as allowable uses in any area
zoned for commercial or mixed-use if at least 40 percent of the units will be affordable for at
least 30 years and serve incomes up to 120% AMI. A county may not require a zoning, land use
change, or a comprehensive plan amendment for the building height, zoning, and densities
authorized in this bill.
A county may not restrict the density of such development below the highest allowed density on
any unincorporated land in the county where residential development is allowed. Additionally, a
county may not restrict the height of such development below the highest allowed height for a
commercial or residential development in its jurisdiction within 1 mile of the proposed
development or 3 stories, whichever is higher.
An application for such development must be administratively approved and no further action is
required from the board of county commissioners if the development satisfies the county’s land
development regulations for multifamily in areas zoned for such use and is otherwise consistent
with the jurisdiction’s comprehensive plan. A county must consider reducing parking
requirements for these developments if they are located within one-half mile of a major transit
stop.
These provisions expire on October 1, 2033.
The bill also makes a technical change, correcting an internal cross-reference in subsection (5).
Section 5 amends s. 166.04151, F.S., to make identical changes in section 3, as applied to
municipalities.
Present Situation:
Expedited Development Projects for Affordable Housing
In 2019, the Legislature enacted a provision to authorize counties and municipalities to approve
the development of housing that is affordable on any parcel zoned for residential, commercial, or
industrial use, regardless of any state or local law or regulation that would otherwise preclude
such development.135 At least 10 percent of the units in a project on a commercial or industrial
parcel must be affordable and the developer of the project must agree to not seek funding from
the FHFC’s SAIL program.136
133 Id.
134 At least 65 percent of the total square footage must be used for residential purposes.
135 Sections 125.01055(6) and 166.04151(6), F.S.
136 Id.
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This provision allows local governments to expedite the development of affordable housing by
allowing locals to bypass state law and their comprehensive plans and zoning regulations that
would otherwise preclude or delay such development.
Effect of Proposed Changes:
Section 3, in part, amends s. 125.01055(6), F.S., to remove a county’s ability to approve
affordable housing on residential parcels by bypassing state and local laws that may otherwise
preclude such development. The bill also removes the SAIL restriction to allow SAIL
developments to utilize this expedited approval process on commercial and industrial parcels.
Section 5 amends s. 166.04151, F.S., to make identical changes in section 3, as applied to
municipalities.
Present Situation:
Local Government-owned Property
Since 2006 counties and cities have been required to prepare an inventory of publically owned
real property that would be appropriate for use as affordable housing, and update the inventory
every three years.137 The list must include the address and legal description of each such real
property, specifying whether it is vacant or improved. The list must be reviewed and adopted by
resolution at public hearing.
Properties identified as appropriate for use as affordable housing may be:
Sold and the proceeds used to purchase land for the development of affordable housing;
Sold with a restriction that requires the development of permanent affordable housing on the
land;
Donated to a nonprofit housing organization for the construction of permanent affordable
housing; or
Be otherwise made available for the use for the production and preservation of permanent
affordable housing.138
Effect of Proposed Changes:
Sections 4 and 7 amend ss. 125.379 and 166.0451, F.S., respectively, to provide that counties
and cities must produce their real property inventory lists referenced above by October 1, 2023,
and every three years thereafter, and make such list available on the county or city website.
Counties and cities must also include real property owned by dependent special districts within
their boundaries.
The bill further adds that acceptable uses of property identified as appropriate for affordable
housing include utilization through a long-term land lease requiring the development and
maintenance of affordable housing.
137 Sections 125.379 and 166.0451, F.S.
138 Id.
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The bill includes certain best practices counties and cities are encouraged to adopt in creating
surplus land programs, including:
Establishing eligibility criteria for the receipt or purchase of surplus land by developers;
Making the process for requesting surplus lands publicly available; and
Ensuring long-term affordability through ground leases by retaining the right of first refusal
to purchase property that would otherwise be sold or offered at market rate.
Additionally, Section 36 amends s. 420.531, F.S., to expressly authorize the FHFC to contract
with the Florida Housing Coalition, Florida’s provider for statewide training and technical
assistance funded by the Catalyst Program,139 to provide assistance to local governments related
to surplus lands programs and executing contracts related to bidding for affordable housing
projects and land-lease developments.
Present Situation:
Expedited Building Permits
It is the intent of the Legislature that local governments have the power to inspect all buildings,
structures, and facilities within their jurisdiction in protection of the public’s health, safety, and
welfare.140
Every local government must enforce the Florida Building Code and issue building permits.141 It
is unlawful for a person, firm, or corporation to construct, erect, alter, repair, secure, or demolish
any building without first obtaining a permit from the local government enforcing agency or
from such persons as may, by resolution or regulation, be directed to issue such permit, upon the
payment of reasonable fees as set forth in a schedule of fees adopted by the enforcing agency.142
Any construction work that requires a building permit also requires plans and inspections to
ensure the work complies with the building code. The building code requires certain building,
electrical, plumbing, mechanical, and gas inspections.143 Construction work may not be done
beyond a certain point until it passes an inspection.
Current law provides a set of deadlines for ordinary processing of a building permit, chief among
them that a local government must approve, approve with conditions, or deny an application for
a building permit within 120 days following receipt of a completed application.144 Various laws
require or encourage local governments to further expedite the permitting process in certain
situations, including for those developments utilizing SAIL funding.145 These statutes largely
leave the nature of such expediting to the local governments, resulting in varied experiences
throughout the state.
139 Section 420.531, F.S.
140 Section 553.72, F.S.
141 Sections 125.01(1)(bb), 125.56(1), and 553.80(1), F.S.
142 Sections 125.56(4)(a), 553.79(1), F.S.
143 Section 110 Seventh edition of the Florida Building Code (Building).
144 Section 553.792(1)(a), F.S.
145 See sections 403.973(3), 420.5087(6)(c)8., and 553.80(6)(b)1., F.S.
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Effect of Proposed Changes:
Section 38 amends s. 553.792, F.S., to require that a local government maintain on its website a
policy containing procedures and expectations for expedited processing of those building permits
and development orders required by law to be expedited.
Present Situation:
Rent Control
Counties and municipalities are permitted to pass rent control ordinances under strict
circumstances.146 Florida law provides that local governments may not impose price controls on
rent unless the entity finds that such a price control would “eliminate an existing housing
emergency which is so grave as to constitute a serious menace to the general public.”147 The
measure enacting rent control, in addition to normal requirements for passing an ordinance, must
expire in one year and must be approved by the voters in the locality.148
Effect of Proposed Changes:
Sections 2 and 6 amend ss. 125.0103 and 166.043, F.S., respectively, to preempt local
governments from enacting ordinances controlling the price of rent under any circumstances.
Present Situation:
Keys Workforce Housing Initiative
The Florida Keys Area Protection Act149 provides, in part, that comprehensive plan amendments
within the covered area, which includes the majority of Monroe County, must comply with
“goals, objectives and policies to protect public safety and welfare in the event of a natural
disaster by maintaining a hurricane evacuation clearance time for permanent residents of no
more than 24 hours.”150 Monroe County, applicable municipalities, and the DEO have agreed to
use a multi-phase evacuation model and limit residential building permits going forward in order
to comply with these standards.151
In response to need for affordable housing, the DEO developed, and the Administration
Commission approved in 2018, the Keys Workforce Housing Initiative (“Initiative”), which
provided for up to 1,300 building permit allocations for deed restricted affordable housing
properties agreeing to evacuate at least 48 hours in advance of a hurricane landfall.152
146 Sections 125.0103 and 166.043, F.S.
147 Id.
148 Id.
149 Section 380.0552, F.S.
150 Id. at (9)(e)2.
151 See Mattino v. City of Marathon, 345 So.3d 939 (Fla. 3d DCA 2022), for detailed background on this section.
152 These residents would be part of the first evacuation phase, which under most circumstances evacuates in the 48 to 24
hour window before a hurricane. Florida Administration Commission, Exhibit b, Supporting Documentation for Agenda Item
2., Presentation of the Department of Economic Opportunity’s Keys Workforce Housing Initiative, available at
https://www.myflorida.com/myflorida/cabinet/adcom/supportingdocs/20180613/item3b.pdf (last visited Feb. 24, 2023).
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In 2022, the Florida Third District Court of Appeal found that the Initiative’s conditional
approval of those residential building permits did not successfully remove those residents from
consideration of the 24-hour evacuation time constraint, and found the comprehensive plan
amendments in certain jurisdictions that would have enabled development under the Initiative
not in compliance with state law.153
Effect of Proposed Changes:
Section 42 provides through chapter law that the Initiative is considered an exception to the
evacuation time constraints of s. 380.0552(9)(a)2., F.S., by requiring that workforce housing
properties receiving permits through the program agree to evacuate at least 48 hours in advance
of hurricane landfall. The section provides that a comprehensive plan amendment approved by
the Department of Economic Opportunity to implement the initiative is valid, and local
governments may adopt ordinances and regulations to implement such a plan amendment.
Present Situation:
Ad Valorem Taxation
The ad valorem tax or “property tax” is an annual tax levied by counties, municipalities, school
districts, and some special districts. The tax is based on the taxable value of property as of
January 1 of each year.154 The property appraiser annually determines the “just value”155 of
property within the taxing jurisdiction and then applies relevant exclusions, assessment
limitations, and exemptions to determine the property’s “taxable value.”156 Tax bills are mailed
in November of each year based on the previous January 1 valuation, and payment is due by
March 31 of the following year.
The Florida Constitution prohibits the state from levying ad valorem taxes,157 and it limits the
Legislature’s authority to provide for property valuations at less than just value, unless expressly
authorized.158
The just valuation standard generally requires the property appraiser to consider the highest and
best use of property;159 however, the Florida Constitution authorizes certain types of property to
be valued based on their current use (classified use assessments), which often results in lower
assessments. Properties that receive classified use treatment in Florida include agricultural land,
153 Id. at 943-46.
154 Both real property and tangible personal property are subject to tax. Section 192.001(12), F.S., defines “real property” as
land, buildings, fixtures, and all other improvements to land. Section 192.001(11)(d), F.S., defines “tangible personal
property” as all goods, chattels, and other articles of value capable of manual possession and whose chief value is intrinsic to
the article itself.
155 Property must be valued at “just value” for purposes of property taxation, unless the Florida Constitution provides
otherwise. FLA. CONST. art VII, s. 4. Just value has been interpreted by the courts to mean the fair market value that a willing
buyer would pay a willing seller for the property in an arm’s -length transaction. See Walter v. Shuler, 176 So. 2d 81 (Fla.
1965); Deltona Corp. v. Bailey, 336 So. 2d 1163 (Fla. 1976); Southern Bell Tel. & Tel. Co. v. Dade County, 275 So. 2d 4
(Fla. 1973).
156 See s. 192.001(2) and (16), F.S.
157 FLA. CONST. art. VII, s. 1(a).
158 See FLA. CONST. art. VII, s. 4.
159 Section 193.011(2), F.S.
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land producing high water recharge to Florida’s aquifers, and land used exclusively for
noncommercial recreational purposes;160 land used for conservation purposes;161 historic
properties when authorized by the county or municipality;162 and certain working waterfront
property.163
Ad Valorem Exemption for Literary, Scientific, Religious, or Charitable Organizations
The Florida Constitution allows the Legislature to exempt from ad valorem taxation portions of
property that are used predominantly for educational, literary, scientific, religious or charitable
purposes.164 The Legislature has implemented these exemptions and set forth criteria to
determine whether property is entitled to an exemption.165
To determine whether a property’s use qualifies for an education, literary, scientific, religious,
or charitable exemption, the property appraiser must consider the nature and extent of the
qualifying activity compared to other activities or other uses of the property.166
Incidental use of property for an exempt purpose will not qualify the property for an exemption
nor will the incidental use of the property for a non-exempt purpose impair an exemption.167, 168
Property claimed as exempt which is used for profitmaking purposes is not exempt and is subject
to ad valorem taxation; however, the Legislature has allowed certain property to remain exempt
even when used for profitmaking purposes when the use of the property does not require a
business or occupational license and the revenue derived from the profitmaking activity is used
wholly for exempt purposes.169
Ad Valorem Exemption for Charitable Purposes and Affordable Housing
In 1999, the Legislature authorized a charitable use property tax exemption for property owned
by a nonprofit corporation that provides affordable housing.170, 171 The exemption is limited to
only those portions of the property that house persons or families whose income does not exceed
160 FLA. CONST. art. VII, s. 4(a).
161 FLA. CONST. art. VII, s. 4(b).
162 FLA. CONST. art. VII, s. 4(e).
163 FLA. CONST. art. VII, s. 4(j).
164 FLA. CONST. art. VII, s. 3(a).
165 Section 196.196, F.S.
166 Section 196.196(1), F.S.
167 Section 196.196(2), F.S.
168 Underhill v. Edwards, 400 So.2d 129, 132 (Fla. 5th DCA 1981). The district court found that trustees of a private not -for
profit hospital were not entitled to an exemption on the new wing's first floor, which was used for a priv ate purpose and not
for a charitable purpose or other exempt purpose, despite the fact that the portion of the hospital used for a non -exempt
purpose represented only a very small percentage of the otherwise exempt property; see also Central Baptist Church of
Miami, Florida Incorporated v. Dade County, Florida, et. al., 216 So.2d 4, 6 (Fla 1968). The Supreme Court found that
“limited part time rental of a portion of the church lot for commercial parking on weekday business hours is reasonably
incidental to the primary use of the church property as a whole for church or religious purposes and is not a sufficiently
divergent commercial use that eliminates the exemption as to the commercial parking lot portion of the property.”
169 See section 196.196(4), F.S.
170 Chapter 99-378, s. 15, Laws of Fla. (creating s. 196.1978, F.S, effective July 1, 1999).
171 The not-for-profit corporation must qualify as charitable under s. 501(c)(3) of the Internal Revenue Code and other federal
regulations. See 26 U.S.C. § 501(c)(3) (“charitable purposes” include relief of the poor, the distressed or the underprivileged,
the advancement of religion, and lessening the burdens of government).
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BILL: CS/SB 102 Page 32
120 percent of the median income of the state, the metropolitan area, or the county where the
person lives, whichever is greater.
In 2017, the Legislature authorized a charitable use property tax discount for property with an
agreement with the FHFC where more than 70 of the units provide affordable housing. The
discount is limited to only those portions of the property that house persons or families whose
income does not exceed 80 percent of the median income of the state, the metropolitan area, or
the county where the person lives, whichever is greater. The tax discount amounted to 50 percent
of the taxable value of eligible units and was applicable to taxes assessed after the 15th
completed year of an agreement with the FHFC.172 In 2021, the Legislature increased the 50
percent discount to a full exemption.173
Effect of Proposed Changes:
The bill includes three new property tax exemptions:
Nonprofit Land Lease Exemption
Section 8, in part, amends s. 196.1978(1), F.S., to provide that land owned entirely by a
nonprofit entity which is leased for at least 99 years for the purpose of and is in fact used for
providing affordable housing for extremely-low-, very-low-, low-, or moderate-income persons
or families is exempt from ad valorem taxation.
In order to receive this exemption the improvements on the land being used for affordable
housing purposes must encompass more than half the square footage of all improvements on the
land. This exemption first applies to the 2024 tax roll and is repealed on December 31, 2059.
Exemption for Newly Constructed Units Providing Affordable Housing
Section 8, in part, amends s. 196.1978(3), F.S., to provide a new ad valorem tax exemption for
certain property used to provide affordable housing. This exemption applies throughout the state
without further action by local governments.
Eligible property includes units in a newly constructed multifamily project containing more than
70 units dedicated to housing natural persons or families below certain income thresholds.
“Newly constructed” is defined as an improvement substantially completed within 5 years before
the property owner’s first application for this exemption. The units must be occupied by such
persons or families and rent limited so as to provide affordable housing at either the 80 or 120
percent AMI threshold. Rent for such units also may not exceed 90 percent of the fair market
value rent as determined by a rental market study.
Qualified property used to provide affordable housing at the 80 to 120 percent AMI threshold
receives an exemption of 75 percent of the assessed value of the units, while such property
providing affordable housing up to the 80 percent AMI threshold receives a complete ad valorem
tax exemption.
172 Section 196.1978(2)(a), F.S. (2018) and ch. 2017-36, s. 6, Laws of Fla.
173 See ch. 2021-31, s. 10, Laws of Fla.
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If an occupied unit qualifies for this exemption and the following year is vacant on January 1, the
vacant unit is eligible for the exemption provided it meets the other requirements and a
reasonable effort is made to lease the unit to eligible persons or families.
To receive this exemption, a property owner must submit an application by March 1 to the
property appraiser, accompanied by a certification notice from the FHFC. To receive a FHFC
certification, a property owner must submit a request on a form including the most recent market
study, which must have been conducted by an independent certified general appraiser in the
preceding 3 years; a list of units for which the exemption is sought; the rent amount received for
each unit, and a sworn statement restricting the property for a period of not less than 3 years to
provide affordable housing.
The certification process will be administered within the FHFC. Their responsibilities include
publishing the deadline for submission, reviewing each request, sending certification notices to
both the successful property owner and appropriate property appraiser, notifying unsuccessful
property owners with reasons for denial.
If the property appraiser determines that such an exemption has been improperly granted within
the last 10 years, the property appraiser must serve the owner with a notice of intent to record a
tax lien. Such property will be subject to the taxes improperly exempted, plus a penalty of 50
percent and 15 percent annual interest. Penalty and interest amounts do not apply to exemptions
erroneously granted due to clerical mistake or omission by the property appraiser.
Units subject to a recorded agreement with the FHFC under ch. 420, F.S., to provide affordable
housing, and property receiving an exemption under s. 196.1979, F.S., as created by the
following section of the bill, are not eligible to receive this exemption.
The bill provides the FHFC rulemaking authority to implement this section.
This section first applies to the 2024 tax roll and is repealed December 31, 2059.
Local Option Affordable Housing Exemption
Section 9 creates s. 196.1979, F.S., which provides that the governing body of a county or
municipality may adopt by ordinance an ad valorem tax exemption for certain property used for
providing affordable housing.
Portions of property eligible for such an exemption must be utilized to house persons or families
meeting the extremely-low- or very-low-income limits specified in s. 420.0004, F.S, be
contained in a multifamily project of at least 50 units where at least 20 percent are reserved for
affordable housing, and have rent set such that it provides affordable housing to people in the
target income bracket, or no higher than 90 percent of the fair market rent value as determined by
a rental market study, whichever is less. Additionally, the property must not have been cited for
three code violations in the preceding 24 months and must not have outstanding code violations
or related fines.
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In adopting this exemption, a local government may choose to offer either or both an exemption
for two income groups: those earning up to 30 percent AMI and those earning between 30 to 60
percent AMI. The value of the exemption is up to 75 percent of the assessed value of each unit if
less than 100 percent of the multifamily project’s units are used to provide affordable housing, or
up to 100 percent of the assessed value if 100 percent of the project’s units are used to provide
affordable housing.
An ordinance enacting such an exemption must:
Be adopted under normal non-emergency procedures;
Designate the local entity under the supervision of the governing body which must develop,
receive, and review applications for certification and develop notices of determination of
eligibility;
Require the property owner to apply for certification on a form including the most recent
market study, which must have been conducted by an independent certified general appraiser
in the preceding three years; a list of units for which the exemption is sought; and the rent
amount received for each unit;
Require the designated entity to verify and certify property as having met the requirements
for the exemption, and to notify unsuccessful applicants with the reasons for denial;
Set out the requirements for each unit discussed above;
Require the property owner to submit an application for exemption accompanied by
certification to the property appraiser by March 1;
Specify that such exemption only applies to taxes levied by the unit of government granting
the exemption;
Specify that the property may not receive such an exemption after the expiration of the
ordinance granting the exemption;
Identify the percentage of assessed value to be exempted, and whether such exemption
applies to very-low-income, extremely-low-income, or both; and
Require that the deadline to submit an application and a list of certified properties be
published on the government’s website.
Such an ordinance must expire before the fourth January 1 after adoption, however the governing
body may adopt a new ordinance renewing the exemption.
If the property appraiser determines that such an exemption has been improperly granted within
the last 10 years, the property appraiser must serve the owner with a notice of intent to record a
tax lien. Such property will be subject to the taxes improperly exempted, plus a penalty of 50
percent and 15 percent annual interest. Penalty and interest amounts do not apply to exemptions
erroneously granted due to clerical mistake or omission by the property appraiser.
This section first applies to the 2024 tax roll.
Miscellaneous Effects of Proposed Changes
Sections 17, 18, 20 and 22 amend ss. 220.02, 220.13, 220.186, and 220.222 F.S., respectively, to
make conforming changes with regards to the Live Local program.
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Section 37 amends s. 420.6075, F.S., to make technical changes.
Section 39 amends s. 624.509, F.S., to make technical changes.
Section 40 amends s. 624.5105, F.S., to make technical changes.
Section 43 expressly grants the DOR emergency rulemaking authority as it relates to
administering the Live Local Program created by the bill. This authority is repealed July 1, 2026.
Section 48 provides that the Legislature finds and declares that this act fulfills an important state
interest.
Section 49 provides that, except as otherwise provided, the bill will take effect July 1, 2023.
IV. Constitutional Issues:
A. Municipality/County Mandates Restrictions:
Article VII, s. 18(a) of the Florida Constitution provides, in part, that a county or
municipality may not be bound by a general law requiring a county or municipality to
spend funds or take an action that requires the expenditure of funds unless certain
specified exemptions or exceptions are met. Under the bill counties and municipalities
may be required to spend funds related to publishing certain policies and documents
online, administering new tax exemptions, and updating inventories of publicly owned
land.
Article VII, s. 18(b) of the Florida Constitution provides that, except upon the approval of
each house of the Legislature by a two-thirds vote of the membership, the Legislature
may not enact, amend, or repeal any general law if the anticipated effect of doing so
would be to reduce the authority that municipalities or counties have to raise revenue in
the aggregate, as such authority existed on February 1, 1989. The portions of the bill
alleviating ad valorem taxes under certain circumstances for properties providing
affordable housing reduce taxing authority.
If the bill does qualify as a mandate, in order to be binding upon cities and counties the
bill must contain a finding of important state interest and be approved by a two-thirds
vote of the membership of each house.
B. Public Records/Open Meetings Issues:
None.
C. Trust Funds Restrictions:
The amount directed to the State Housing Trust Fund from Documentary Stamp Tax
collections does not affect the amount received by the Land Acquisition Trust Fund, as
required by Article X, s. 28(a) of the Florida Constitution.
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D. State Tax or Fee Increases:
None.
E. Other Constitutional Issues:
None.
V. Fiscal Impact Statement:
A. Tax/Fee Issues:
The Revenue Estimating Conference (REC) made the following estimates for the
specified bill provisions:
The sales tax refund for building materials will reduce General Revenue Fund
receipts by $31.9 beginning in Fiscal Year 2023-2024, and will reduce local
government revenues by $8.9 million beginning in Fiscal Year 2023-2024.
Increasing the Community Contribution Tax Credit cap will reduce General Revenue
Fund receipts by $8.4 million beginning in Fiscal Year 2023-2024, and will reduce
local government revenues by $2.1 million beginning in Fiscal Year 2023-2024.
The Live Local Program will reduce General Revenue receipts by $50 million in
Fiscal Year 2023-2024 and by $100 million in future years.
The property tax exemption for certain lands leased for affordable housing will
reduce local property tax revenues by $8.5 million beginning in Fiscal Year 2023-
2024.
The local option affordable housing property tax exemption will have an
indeterminate reduction to local property tax revenue due to variations in how many
local governments implement the program, but the REC estimates the impact could
be a reduction of local property tax revenues by $225.1 million by Fiscal Year 2027-
2028.
The General Revenue service charge redirect will reduce General Revenue Fund
receipts by $150 million beginning in Fiscal Year 2023-2024 and will increase State
Housing Trust Fund receipts by $150 million beginning in Fiscal Year 2023-2024.
The property tax exemption for newly constructed or substantially renovated multi-
family rental units used to provide affordable housing will reduce local government
revenues by $183 million by Fiscal Year 2027-2028, with no impact in Fiscal Year
2023-2024 and increasing rates thereafter.
B. Private Sector Impact:
Developers of multifamily housing should see a reduction in bureaucracy, and an
increase in the amount of property available, for residential development relating to
housing projects which qualify for the density, height, and zoning preemptions.
Developers will also benefit from tax exemption portions of the legislation, and increased
funding to the FHFC.
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BILL: CS/SB 102 Page 37
Individuals may benefit from a resulting increase in income-limited units, overall housing
production increases, and downpayment assistance eligibility.
C. Government Sector Impact:
Local governments may incur expenditures and lost revenues in implementing the bill
with regards to updating inventory lists of publicly owned land, publishing certain
procedures and regulations electronically, and administering new ad valorem tax
exemptions. Local governments may benefit from the expansion of the Community
Contribution Tax Credit Program, the locally held land leasing provisions, and SHIP
funding.
Certain components of the bill, specifically the General Revenue service charge
redirection and Live Local program, have the neutral effect of reducing general revenue
while increasing funding to FHFC programs.
The DOR and the FHFC will face costs related to administration of various provisions of
the bill.
The bill makes the following appropriations to the FHFC:
$100 million in non-recurring funds from the General Revenue Fund to implement
the Florida Hometown Heroes Program;
$252 million in non-recurring funds from the Local Government Housing Trust Fund
for the SHIP program;
$150 million in recurring funds from the State Housing Trust Fund for the purpose of
implementing section 30 of the bill, related to SAIL project funding derived from a
redirected General Revenue service charge;
$109 million in non-recurring funds from the State Housing Trust Fund for the SAIL
program; and
$100 million in non-recurring funds from the General Revenue Fund to implement a
competitive loan program to alleviate inflation-related cost increases for FHFC-
approved multifamily projects that have not yet commenced construction; if not used
by December 1, 2023, these funds are allocated to the SAIL program.174
VI. Technical Deficiencies:
None.
VII. Related Issues:
None.
174 FHFC currently maintains such an effort through a program called the Construction Housing Inflation Response Program
(CHIRP), which sets aside funding for projects that were previously awarded SAIL funding but risk failure due to acutely
rising construction costs. See FHFC, Construction Housing Inflation Response Program (CHIRP), April 29, 2022, available
at https://www.floridahousing.org/docs/default-source/programs/competitive/2022/2022--chirp/4-29-22-board-presentation-
re-chirp-(1).pdf?sfvrsn=c94cf57b_0 (last visited January 19, 2023). This provision takes effect upon the bill becoming a law.
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VIII. Statutes Affected:
This bill substantially amends or creates the following sections of the Florida Statutes: 125.0103,
125.01055, 125.379, 166.04151, 166.043, 166.0451, 196.1978, 196.1979, 201.15, 212.08,
213.053, 215.212, 215.22, 220.02, 220.13, 220.183, 220.186, 220.1878, 220.222, 253.034,
253.0341, 288.101, 420.0003, 420.503, 420.504, 420.507, 420.5087, 420.50871, 420.50872,
420.5096, 420.531, 420.6075, 553.792, 624.509, 624.5105, and 624.51058.
This bill creates undesignated sections of Florida law.
IX. Additional Information:
A. Committee Substitute – Statement of Changes:
(Summarizing differences between the Committee Substitute and the prior version of the bill.)
CS by Appropriations on February 22, 2023:
The committee substitute:
Clarifies that an affordable housing development does not have to obtain a zoning or
land use change and must be otherwise consistent with comprehensive plan
requirements except for zoning, height, and density.
Clarifies for consideration of reduced parking requirements on certain affordable
housing developments, that a major transit stop is as defined in local land use
regulations.
Amends the tax exemption for newly constructed affordable housing property by
removing reference to statewide adjusted median income, correcting a reference to
the income and rent limits utilized to prove affordability, and authorizing the DOR to
create an application form for the exemption.
Amends the local option property tax exemption by increasing the upper qualifying
income percentage from 50 to 60 percent of the median income, authorizing local
governments to deny or revoke exemptions based on multiple code violations,
removing reference to statewide adjusted median income, correcting a reference to
the income and rent limits utilized to prove affordability, and authorizing the DOR to
create an application form for the exemption.
Amends the Live Local tax credit donation program by making technical corrections
clarifying the DOR’s ability to share information with the FHFC, clarifying that a
taxpayer can carry forward unused credits for 10 taxable years, rather than calendar
years, clarifying that payments under the program are to be incorporated into tax
underpayment calculations; and removing the requirement that authorized “projects
of regional significance” be 50 percent larger than any development within a 30-mile
radius.
Provides that the building materials sales tax exemption applies to qualifying
purchases made on or after July 1, 2023, and removes a related provision requiring
the DOR to move a percentage of the exemption from the Local Government Half-
Cent Sales Tax Trust Fund.
Clarifies that loans under the Hometown Heroes program may be made regardless of
the purchased property’s form of title, be it realty or tangible personal property.
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Provides that the DEO’s Keys Workforce Housing Initiative, approved by the
Administration Commission in 2018, is an exception to evacuation time requirements
and that comprehensive plan and land use amendments approved under that initiative
are valid.
B. Amendments:
None.
This Senate Bill Analysis does not reflect the intent or official position of the bill’s introducer or the Florida Senate.
187
Official List of Special Districts
Create a Customized List of Special Districts (615)
Report Created April 13, 2023
• Options Selected:
º Option 1 - Creation Date Range: All Creation Dates
º Option 2 - Both, Independent, or Dependent Status: Dependent
º Option 3 - Active Only: Active
º Option 4 - Bond Authority: Both
º Option 5 - Creation Method: All Creation Methods
º Option 6 - County: All Counties
º Option 7 - Special Purpose: All Special Purposes
º Option 8 - Revenue Source: All Revenue Sources
º Option 9 - Governing Body: All Governing Boards
County Type Status District (and website if available)
Brevard Active Dependent A. Max Brewer Memorial Law Library
Palm Beach Active Dependent Acme Improvement District
Alachua Active Dependent Alachua Community Redevelopment Agency
Alachua Active Dependent Alachua County Health Facilities Authority
Alachua Active Dependent Alachua County Housing Authority
Alachua Active Dependent Alachua County Housing Finance Authority
Seminole Active Dependent Altamonte Springs Health Facilities Authority
Nassau Active Dependent American Beach Water and Sewer District
St. Johns Active Dependent Anastasia Sanitary District
Franklin Active Dependent Apalachicola Housing Authority
Orange Active Dependent Apopka Community Redevelopment Agency
Hillsborough Active Dependent Arlington Special Dependent District
Palm Beach Active Dependent Atlantis Safe Neighborhood Improvement District
Polk Active Dependent Auburndale Community Redevelopment Agency
Highlands Active Dependent Avon Park Community Redevelopment Agency
Highlands Active Dependent Avon Park Housing Authority
1 188
County Type Status District (and website if available)
Brevard Active Dependent Babcock Street Community Redevelopment Agency
Brevard Active Dependent Barefoot Bay Water and Sewer District
Polk Active Dependent Bartow Community Redevelopment Agency
Polk Active Dependent Bartow Municipal Airport Development Authority
Bay Active Dependent Bay County Law Library
Hillsborough Active Dependent Bay Crest Park Special District
Brevard Active Dependent Bayfront Community Redevelopment Agency
Duval Active Dependent Baymeadows Community Improvement District
Hillsborough Active Dependent Beacon Meadows Special Dependent Tax District
Osceola Active Dependent Bellalago Educational Facilities Benefit District
Santa Rosa Active Dependent Blackwater Soil and Water Conservation District
Hillsborough Active Dependent Bloomingdale Oaks Special Dependent Tax District
Hillsborough Active Dependent Bloomingdale Special Taxing District
Calhoun Active Dependent Blountstown Community Redevelopment Agency
Palm Beach Active Dependent Boca Raton Community Redevelopment Agency
Palm Beach Active Dependent Boca Raton Housing Authority
Broward Active Dependent Bonaventure Development District
Hillsborough Active Dependent Boyette Springs Special Dependent District
Palm Beach Active Dependent Boynton Beach Community Redevelopment Agency
Manatee Active Dependent Bradenton Beach Community Redevelopment Agency
Manatee Active Dependent Bradenton Community Redevelopment Agency
Hillsborough Active Dependent Brandon Hills Special Dependent District
Brevard Active Dependent Brevard County Educational Facilities Authority
Brevard Active Dependent Brevard County Free Public Library District
Brevard Active Dependent Brevard County Health Facilities Authority
Brevard Active Dependent Brevard County Housing Finance Authority
Brevard Active Dependent Brevard County Special Recreation District IV
Brevard Active Dependent Brevard Mosquito Control District
Hernando Active Dependent Brooksville Housing Authority
Broward Active Dependent Broward County Community Redevelopment Agency
Broward Active Dependent Broward County Educational Facilities Authority
Broward Active Dependent Broward County Health Facilities Authority
Broward Active Dependent Broward County Housing Finance Authority
Broward Active Dependent Broward County Water Control District 2
Broward Active Dependent Broward County Water Control District 3
Broward Active Dependent Broward County Water Control District 4
2 189
County Type Status District (and website if available)
Broward Active Dependent Broward Solid Waste Disposal District
Hillsborough Active Dependent Buckhorn Estates Special Dependent District
Hillsborough Active Dependent Buckhorn Oaks Special Dependent District
Flagler Active Dependent Bunnell Community Redevelopment Agency
Charlotte Active Dependent Burnt Store Isles Canal Maintenance Assessment District
Bay Active Dependent Callaway Community Redevelopment Agency
Brevard Active Dependent Cape Canaveral Community Redevelopment Agency
Brevard Active Dependent Cape Canaveral Free Public Library
Lee Active Dependent Cape Coral Community Redevelopment Agency
Palm Beach Active Dependent Captain's Key Dependent District
Monroe Active Dependent Caroline Street Corridor and Bahama Village Community
Redevelopment Agency
Franklin Active Dependent Carrabelle Community Redevelopment Agency
Franklin Active Dependent Carrabelle Hospital Tax District
Hillsborough Active Dependent Carrollwood Meadows Special Dependent District
Hillsborough Active Dependent Carrollwood North Special Dependent Tax District
Hillsborough Active Dependent Carrollwood South Special Dependent Tax District
Lake Active Dependent Carver Heights / Montclair Community Redevelopment
Agency
Escambia Active Dependent Century Community Redevelopment Agency
Charlotte Active Dependent Charlotte County Industrial Development Authority
Charlotte Active Dependent Charlotte Harbor Community Redevelopment Agency
Washington Active Dependent Chipley Housing Authority
Washington Active Dependent Chipley Redevelopment Agency
Citrus Active Dependent Citrus County Fire Protection Taxing District
Citrus Active Dependent Citrus County Port Authority
Citrus Active Dependent Citrus County Special Library District
Palm Beach Active Dependent City of Belle Glade Community Redevelopment Agency
Hardee Active Dependent City of Bowling Green Community Redevelopment Agency
Hernando Active Dependent City of Brooksville Community Redevelopment Agency
Lee Active Dependent City of Cape Coral Health Facilities Authority
Seminole Active Dependent City of Casselberry Community Redevelopment Agency
Levy Active Dependent City of Cedar Key Community Redevelopment Agency
Hendry Active Dependent City of Clewiston Community Redevelopment Agency
Broward Active Dependent City of Coral Springs Community Redevelopment Agency
Putnam Active Dependent City of Crescent City Community Redevelopment Agency
Volusia Active Dependent City of DeLand Downtown Tax Increment District
3 190
County Type Status District (and website if available)
Marion Active Dependent City of Dunnellon Community Redevelopment Agency
Polk Active Dependent City of Eagle Lake Community Redevelopment Agency
Volusia Active Dependent City of Edgewater Community Redevelopment Agency
Polk Active Dependent City of Fort Meade Community Redevelopment Agency
Volusia Active Dependent City of Holly Hill Community Redevelopment Agency
Citrus Active Dependent City of Inverness Community Redevelopment Agency
Polk Active Dependent City of Lake Alfred Community Redevelopment Agency
Polk Active Dependent City of Lake Wales Library Board
Broward Active Dependent City of Lauderhill Community Redevelopment Agency
Suwannee Active Dependent City of Live Oak Community Redevelopment Agency
Jackson Active Dependent City of Marianna Community Redevelopment Agency
Lake Active Dependent City of Mascotte Community Redevelopment Agency
Miami-Dade Active Dependent City of Miami Health Facilities Authority
Gadsden Active Dependent City of Midway Community Redevelopment Agency
Lake Active Dependent City of Minneola Community Redevelopment Agency
Glades Active Dependent City of Moore Haven Affordable Housing Finance Authority
Glades Active Dependent City of Moore Haven Redevelopment Agency
Polk Active Dependent City of Mulberry Community Redevelopment Agency
Collier Active Dependent City of Naples Airport Authority
Collier Active Dependent City of Naples Community Redevelopment Agency
Alachua Active Dependent City of Newberry Community Redevelopment Agency
Sarasota Active Dependent City of North Port Solid Waste District
Broward Active Dependent City of Oakland Park Community Redevelopment Agency
Manatee Active Dependent City of Palmetto Community Redevelopment Agency
Escambia Active Dependent City of Pensacola Community Redevelopment Agency
Taylor Active Dependent City of Perry Community Redevelopment Agency
Broward Active Dependent City of Plantation Community Redevelopment Agency
St. Lucie Active Dependent City of Port St. Lucie Community Redevelopment Agency
Charlotte Active Dependent City of Punta Gorda Community Redevelopment Agency
Palm Beach Active Dependent City of Riviera Beach Utility Special District
Brevard Active Dependent City of Rockledge Community Redevelopment Agency
Seminole Active Dependent City of Sanford Community Redevelopment Agency
Sarasota Active Dependent City of Sarasota Community Redevelopment Agency
Indian River Active Dependent City of Sebastian Community Redevelopment Agency
Miami-Dade Active Dependent City of South Miami Health Facilities Authority
Osceola Active Dependent City of St. Cloud Community Redevelopment Agency
4 191
County Type Status District (and website if available)
Wakulla Active Dependent City of St. Marks Redevelopment Agency
Pinellas Active Dependent City of St. Petersburg Health Facilities Authority
Martin Active Dependent City of Stuart Community Redevelopment Agency
Broward Active Dependent City of Sunrise Special Tax District No. 1
Leon Active Dependent City of Tallahassee Community Redevelopment Agency
Hillsborough Active Dependent City of Tampa Community Redevelopment Agency
Pinellas Active Dependent City of Tarpon Springs Community Redevelopment Agency
Gilchrist Active Dependent City of Trenton Community Redevelopment Agency
Pinellas Active Dependent Clearwater Community Redevelopment Agency
Pinellas Active Dependent Clearwater Housing Authority
Brevard Active Dependent Cocoa Community Redevelopment Agency
Broward Active Dependent Cocomar Water Control District
Miami-Dade Active Dependent Coconut Grove Business Improvement District
Sumter Active Dependent Coleman Community Redevelopment Agency
Collier Active Dependent Collier County Airport Authority
Collier Active Dependent Collier County Community Redevelopment Agency
Collier Active Dependent Collier County Educational Facilities Authority
Collier Active Dependent Collier County Health Facilities Authority
Collier Active Dependent Collier County Housing Finance Authority
Collier Active Dependent Collier County Industrial Development Authority
Collier Active Dependent Collier County Water-Sewer District
Columbia Active Dependent Columbia County Industrial Development Authority
Escambia Active Dependent Community Redevelopment Agency of Escambia County
Indian River Active Dependent Community Redevelopment Agency of the City of Fellsmere
Volusia Active Dependent Community Redevelopment Agency of the City of New
Smyrna Beach
Bay Active Dependent Community Redevelopment Agency of the City of Parker
Pinellas Active Dependent Community Redevelopment Agency of the City of Pinellas
Park
Volusia Active Dependent Community Redevelopment Agency of the City of South
Daytona
Hillsborough Active Dependent Community Redevelopment Agency of the City of Temple
Terrace
Lake Active Dependent Community Redevelopment Agency of the City of Umatilla
Polk Active Dependent Community Redevelopment Agency of the City of Winter
Haven
Okaloosa Active Dependent Community Redevelopment Agency of the Town of Cinco
Bayou
5 192
County Type Status District (and website if available)
Gadsden Active Dependent Community Redevelopment Agency of the Town of Havana
Palm Beach Active Dependent Community Redevelopment Agency of the Town of Lake
Park
Pasco Active Dependent Connected City Stewardship District
Hendry Active Dependent Cooperative Producers Water Control District
Hillsborough Active Dependent Country Lakes Special Dependent Tax District
Hillsborough Active Dependent Country Place Maintenance District
Hillsborough Active Dependent Country Run Maintenance District
Hillsborough Active Dependent Country Village Special Dependent District
Hillsborough Active Dependent Cove At Bayport Colony, The
Osceola Active Dependent Crescent Lakes Common Facilities District
Okaloosa Active Dependent Crestview Community Redevelopment Agency
Okaloosa Active Dependent Crestview Housing Authority
Citrus Active Dependent Crystal River Redevelopment Agency
Pasco Active Dependent Dade City Community Redevelopment Agency
Broward Active Dependent Dania Beach Community Redevelopment Agency
Broward Active Dependent Dania Beach Housing Authority
Broward Active Dependent Davie Community Redevelopment Agency
Volusia Active Dependent Daytona Beach Community Redevelopment Agency
Volusia Active Dependent Daytona Beach Downtown Development Authority
Volusia Active Dependent Daytona Beach Housing Authority
Duval Active Dependent Deep Bottom Creek Dependent Special District
Broward Active Dependent Deerfield Beach Community Redevelopment Agency
Broward Active Dependent Deerfield Beach Housing Authority
Walton Active Dependent DeFuniak Springs Community Redevelopment Agency
Walton Active Dependent DeFuniak Springs Housing Authority
Volusia Active Dependent DeLand Housing Authority
Palm Beach Active Dependent Delray Beach Community Redevelopment Agency
Palm Beach Active Dependent Delray Beach Downtown Development Authority
Palm Beach Active Dependent Delray Beach Housing Authority
Miami-Dade Active Dependent Department of Off-Street Parking of The City of Miami
Okaloosa Active Dependent Destin Community Redevelopment Agency
Brevard Active Dependent Diamond Square Community Redevelopment Agency
Hillsborough Active Dependent Downtown / Historic Ybor Tourism Marketing District
Lake Active Dependent Downtown and East Town Redevelopment Agency
Marion Active Dependent Downtown Belleview Community Redevelopment Agency
Lake Active Dependent Downtown Clermont Redevelopment Agency
6 193
County Type Status District (and website if available)
Brevard Active Dependent Downtown Cocoa Beach Community Redevelopment
Agency
Orange Active Dependent Downtown Development Board
Sarasota Active Dependent Downtown Improvement District
Duval Active Dependent Downtown Investment Authority
Osceola Active Dependent Downtown Kissimmee Community Redevelopment Agency
Orange Active Dependent Downtown South Neighborhood Improvement District
Pinellas Active Dependent Dunedin Community Redevelopment Agency
Pinellas Active Dependent Dunedin Housing Authority
Duval Active Dependent Duval County Research and Development Authority
Hendry Active Dependent East Hendry County Drainage District
Hillsborough Active Dependent East Lake Park Special Dependent District
Lee Active Dependent East Mulloch Water Control District
Collier Active Dependent East Naples Bay Special Taxing District
Volusia Active Dependent Eastport Business Center
St. Johns Active Dependent Elkton Drainage District
Polk Active Dependent Eloise Community Redevelopment Agency
Broward Active Dependent Emerald Hills Safety Enhancement District
Sarasota Active Dependent Englewood Community Redevelopment Agency
Escambia Active Dependent Escambia County Housing Finance Authority
Escambia Active Dependent Escambia Health Facilities Authority
Nassau Active Dependent Fernandina Beach Community Redevelopment Agency
Flagler Active Dependent Flagler Beach Community Redevelopment Agency
Osceola Active Dependent Flora Ridge Education Facilities Benefit District
Miami-Dade Active Dependent Florida City Community Redevelopment Agency
Broward Active Dependent Fort Lauderdale Community Redevelopment Agency
Broward Active Dependent Fort Lauderdale Housing Authority
Lee Active Dependent Fort Myers Community Redevelopment Agency
Lee Active Dependent Fort Myers Housing Authority
St. Lucie Active Dependent Fort Pierce Redevelopment Agency
Okaloosa Active Dependent Fort Walton Beach Community Redevelopment Agency
Okaloosa Active Dependent Fort Walton Beach Housing Authority
Pinellas Active Dependent Forty-Ninth Street Corridor Redevelopment District
Seminole Active Dependent Fred R. Wilson Memorial Law Library
Lake Active Dependent Fruitland Park Community Redevelopment Agency
Gadsden Active Dependent Gadsden County Hospital
Gadsden Active Dependent Gadsden County Industrial Development Authority
7 194
County Type Status District (and website if available)
Alachua Active Dependent Gainesville Housing Authority
Gilchrist Active Dependent Gilchrist County Industrial Development Authority
Glades Active Dependent Glades Soil and Water Conservation District
Sarasota Active Dependent Golden Gate Point Streetscape Special District
Broward Active Dependent Golden Isles Safe Neighborhood District
Lake Active Dependent Greater Leesburg Community Redevelopment Agency
Gadsden Active Dependent Gretna Housing Authority
Gadsden Active Dependent Gretna Neighborhood Improvement District
Lake Active Dependent Groveland Community Redevelopment Agency
Santa Rosa Active Dependent Gulf Breeze Community Redevelopment Agency
Pinellas Active Dependent Gulfport Waterfront Community Redevelopment Agency
Broward Active Dependent Habitat Safe Neighborhood Improvement District
Polk Active Dependent Haines City Community Redevelopment Agency
Broward Active Dependent Hallandale Beach Community Redevelopment Agency
Hillsborough Active Dependent Hammock Woods Special Dependent Tax District
Duval Active Dependent Harbour Waterway Special District
Hardee Active Dependent Hardee County Industrial Development Authority
Polk Active Dependent Harden / Parkway Community Redevelopment Agency
Alachua Active Dependent Hawthorne Community Redevelopment Agency
Hendry Active Dependent Hendry County Industrial Development Authority
Hendry Active Dependent Hendry Soil and Water Conservation District
Hernando Active Dependent Hernando County Law Library
Hernando Active Dependent Hernando County Port Authority
Hernando Active Dependent Hernando County Water and Sewer District
Miami-Dade Active Dependent Hialeah Housing Authority
Miami-Dade Active Dependent Hialeah Redevelopment Agency
Hillsborough Active Dependent Hickory Hill Special Dependent Tax District
Collier Active Dependent Hideaway Beach District
Alachua Active Dependent High Springs Community Redevelopment Agency
Highlands Active Dependent Highlands County Health Facilities Authority
Highlands Active Dependent Highlands County Hospital District
Highlands Active Dependent Highlands County Industrial Development Authority
Hillsborough Active Dependent Hillsborough County Hospital Authority
Hillsborough Active Dependent Hillsborough County Industrial Development Authority
Broward Active Dependent Hollywood Community Redevelopment Agency
Broward Active Dependent Hollywood Housing Authority
8 195
County Type Status District (and website if available)
Holmes Active Dependent Holmes County Development Commission
Miami-Dade Active Dependent Homestead Community Redevelopment Agency
Polk Active Dependent Housing Authority of Bartow
Bay Active Dependent Housing Authority of Springfield
Pinellas Active Dependent Housing Authority of Tarpon Springs
DeSoto Active Dependent Housing Authority of The City of Arcadia
Palm Beach Active Dependent Housing Authority of The City of Belle Glade
Manatee Active Dependent Housing Authority of The City of Bradenton
Brevard Active Dependent Housing Authority of The City of Cocoa
Lake Active Dependent Housing Authority of The City of Eustis
Nassau Active Dependent Housing Authority of The City of Fernandina Beach
St. Lucie Active Dependent Housing Authority of The City of Fort Pierce
Miami-Dade Active Dependent Housing Authority of The City of Homestead
Polk Active Dependent Housing Authority of The City of Lakeland
Polk Active Dependent Housing Authority of The City of Mulberry
Volusia Active Dependent Housing Authority of The City of New Smyrna Beach
Orange Active Dependent Housing Authority of The City of Orlando
Broward Active Dependent Housing Authority of The City of Pompano Beach
Martin Active Dependent Housing Authority of the City of Stuart, Florida
Hillsborough Active Dependent Housing Authority of The City of Tampa
Brevard Active Dependent Housing Authority of The City of Titusville
Clay Active Dependent Housing Finance Authority of Clay County
Hillsborough Active Dependent Housing Finance Authority of Hillsborough County
Lee Active Dependent Housing Finance Authority of Lee County, Florida
Manatee Active Dependent Housing Finance Authority of Manatee County
Palm Beach Active Dependent Housing Finance Authority of Palm Beach County
Pinellas Active Dependent Housing Finance Authority of Pinellas County
Polk Active Dependent Housing Finance Authority of Polk County
St. Johns Active Dependent Housing Finance Authority of St. Johns County
Volusia Active Dependent Housing Finance Authority of Volusia County
Gulf Active Dependent Howard Creek Fire Control District
Hillsborough Active Dependent Hunter's Lake Special Dependent Tax District
Osceola Active Dependent Indian Creek Common Facilities District
Hillsborough Active Dependent Indian Hills-Hickory Ridge II Special Dependent Tax District
Osceola Active Dependent Indian Point Common Facilities District
Osceola Active Dependent Indian Ridge Villas Common Facilities District
9 196
County Type Status District (and website if available)
Indian River Active Dependent Indian River County Emergency Services District
Broward Active Dependent Indian Trace Development District
Calhoun Active Dependent Industrial Development Authority of Calhoun County
Orange Active Dependent International Drive Community Redevelopment Agency
Duval Active Dependent Isle of Palms Special District
Broward Active Dependent Isles of Inverrary Safe Neighborhood Improvement District
Highlands Active Dependent Istokpoga Marsh Watershed Improvement District
Pasco Active Dependent J. Ben Harrill Villages of Pasadena Hills Stewardship
District
Jackson Active Dependent Jackson County Agricultural Center
Duval Active Dependent Jacksonville Aviation Authority
Duval Active Dependent Jacksonville Beach Community Redevelopment Agency
Duval Active Dependent Jacksonville Health Facilities Authority
Duval Active Dependent Jacksonville Housing Finance Authority
Duval Active Dependent Jacksonville International Airport Area Redevelopment
Agency
Duval Active Dependent Jacksonville Port Authority
Duval Active Dependent Jacksonville Public Library
Alachua Active Dependent John A. H. Murphree Law Library
Brevard Active Dependent Joint West Melbourne-Brevard County Community
Redevelopment Agency
Martin Active Dependent Jupiter Island Beach Protection District
Hernando Active Dependent Kass Circle Community Redevelopment Agency
Monroe Active Dependent Key West Housing Authority
Clay Active Dependent Keystone Airpark Authority
Hillsborough Active Dependent Keystone Grove Lakes Special Dependent District
Clay Active Dependent Keystone Heights Community Redevelopment Agency
Duval Active Dependent KingSoutel Crossing Community Redevelopment Agency
Hillsborough Active Dependent Lago Vista Maintenance District
Clay Active Dependent Lake Asbury Municipal Service Benefit District
Hillsborough Active Dependent Lake Brant Special Dependent District
Union Active Dependent Lake Butler Community Redevelopment Agency
Columbia Active Dependent Lake City Community Redevelopment Agency
Palm Beach Active Dependent Lake Clarke Shores Community Redevelopment Agency
Orange Active Dependent Lake Conway Water and Navigation Control District
Hillsborough Active Dependent Lake Heather Special Dependent Tax District
10 197
County Type Status District (and website if available)
Hillsborough Active Dependent Lake Magdalene Estates West Special Dependent Tax
District
Hillsborough Active Dependent Lake Magdalene Special Dependent District
Hillsborough Active Dependent Lake Strawberry Special Dependent District
Polk Active Dependent Lake Wales Airport Authority
Polk Active Dependent Lake Wales Community Redevelopment Agency
Polk Active Dependent Lake Wales Housing Authority
Palm Beach Active Dependent Lake Worth Beach Community Redevelopment Agency
Polk Active Dependent Lakeland Community Redevelopment Agency
Pinellas Active Dependent Largo Community Redevelopment Agency
Broward Active Dependent Lauderdale Isles Water Management District
Broward Active Dependent Lauderdale Lakes Community Redevelopment Agency
Broward Active Dependent Lauderhill Housing Authority
Lee Active Dependent Lee County Educational Facilities Authority
Lee Active Dependent Lee County Industrial Development Authority
Lee Active Dependent Lee County Port Authority
Leon Active Dependent Leon County Educational Facilities Authority
Leon Active Dependent Leon County Housing Finance Authority
Leon Active Dependent Leon County Research and Development Authority
Suwannee Active Dependent Live Oak Housing Authority
Suwannee Active Dependent Live Oak-Suwannee County Recreation Board
Hillsborough Active Dependent Logan Gate Village Special Dependent District
Manatee, Sarasota Active Dependent Longboat Key Bayside District
Manatee, Sarasota Active Dependent Longboat Key Gulfside District
Palm Beach Active Dependent Loxahatchee Groves Water Control District
Bay Active Dependent Lynn Haven Community Redevelopment Agency
Baker Active Dependent Macclenny Housing Authority
Madison Active Dependent Madison Community Redevelopment Agency
Orange Active Dependent Maitland Downtown Community Redevelopment Agency
Manatee Active Dependent Manatee County Port Authority
Broward Active Dependent Manors of Inverrary Safe Neighborhood Improvement
District
Broward Active Dependent Margate Community Redevelopment Agency
Jackson Active Dependent Marianna Health and Rehabilitation Center
Jackson Active Dependent Marianna Housing Authority
Jackson Active Dependent Marianna Municipal Airport Development Authority
Marion Active Dependent Marion County Community Redevelopment Agency
11 198
County Type Status District (and website if available)
Marion Active Dependent Marion County Hospital District
Marion Active Dependent Marion County Housing Finance Authority
Marion Active Dependent Marion County Industrial Development Authority
Marion Active Dependent Marion County Utility Authority
Martin Active Dependent Martin County Community Redevelopment Agency
Martin Active Dependent Martin County Health Facilities Authority
Martin Active Dependent Martin County Industrial Development Authority
Brevard Active Dependent Melbourne Airport Authority
Brevard Active Dependent Melbourne Downtown Community Redevelopment Agency
Brevard Active Dependent Melbourne Housing Authority
Brevard Active Dependent Melbourne-Tillman Water Control District
Brevard Active Dependent Merritt Island Redevelopment Agency
Miami-Dade Active Dependent Miami Beach Health Facilities Authority
Miami-Dade Active Dependent Miami Beach Redevelopment Agency
Miami-Dade Active Dependent Miami Beach Visitor and Convention Authority
Miami-Dade Active Dependent Miami Gardens Community Redevelopment Agency
Miami-Dade Active Dependent Miami-Dade County Educational Facilities Authority
Miami-Dade Active Dependent Miami-Dade County Health Facilities Authority
Miami-Dade Active Dependent Miami-Dade County Housing Finance Authority
Miami-Dade Active Dependent Miami-Dade County Industrial Development Authority
Miami-Dade Active Dependent Miami-Dade County Library District
Miami-Dade Active Dependent Miami-Dade Fire and Rescue Service District
Okaloosa Active Dependent Mid-Bay Bridge Authority
Miami-Dade Active Dependent Midtown Community Redevelopment Agency
Duval Active Dependent Millers Creek Special District
Santa Rosa Active Dependent Milton Community Redevelopment Agency
Santa Rosa Active Dependent Milton Housing Authority
Monroe Active Dependent Monroe County Comprehensive Plan Land Authority
Monroe Active Dependent Monroe County Industrial Development Authority
Glades Active Dependent Moore Haven Capital Projects Finance Authority
Collier Active Dependent Moorings Bay System Special Taxing District
Lake Active Dependent Mount Dora Community Redevelopment Agency
Lake Active Dependent Mount Dora Health Facilities Authority
Lake Active Dependent Mt. Plymouth-Sorrento Community Redevelopment Agency
Charlotte Active Dependent Murdock Village Community Redevelopment Agency
Miami-Dade Active Dependent Naranja Lakes Community Redevelopment Agency
12 199
County Type Status District (and website if available)
Nassau Active Dependent Nassau County Housing Finance Authority
Monroe Active Dependent Naval Properties Local Redevelopment Authority
Osceola Active Dependent NeoCity Improvement District
Pasco Active Dependent New Port Richey Community Redevelopment Agency
Okaloosa Active Dependent Niceville Community Redevelopment Agency
Okaloosa Active Dependent Niceville Housing Authority
Miami-Dade Active Dependent Normandy Shores Local Government Neighborhood
Improvement District
Miami-Dade Active Dependent North Beach Community Redevelopment Agency
Brevard Active Dependent North Brevard County Public Library District
Brevard Active Dependent North Brevard Economic Development Zone Dependent
Special District
Brevard Active Dependent North Brevard Recreation Special District
Hillsborough Active Dependent North Lakes Maintenance District
Broward Active Dependent North Lauderdale Housing Authority
Broward Active Dependent North Lauderdale Water Control District
Volusia Active Dependent North Mainland / Ormond Crossings Community
Redevelopment Agency
Miami-Dade Active Dependent North Miami Beach Community Redevelopment Agency
Miami-Dade Active Dependent North Miami Community Redevelopment Agency
Miami-Dade Active Dependent North Miami Health Facilities Authority
Hillsborough Active Dependent North Pointe Special Dependent Tax District
Sarasota Active Dependent North Port Fire Rescue District
Sarasota Active Dependent North Port Road and Drainage District
Sumter Active Dependent North Sumter County Utility Dependent District
Hillsborough Active Dependent Northdale Special District
Lake Active Dependent Northeast Community Redevelopment Agency
Broward Active Dependent Northwest Focal Point Senior Center District
Miami-Dade Active Dependent NW 79th Street Corridor Community Redevelopment
Agency
Miami-Dade Active Dependent NW 7th Avenue Corridor Community Redevelopment
Agency
Marion Active Dependent Ocala Community Redevelopment Agency
Marion Active Dependent Ocala Housing Authority
Orange Active Dependent Ocoee Community Redevelopment Agency
Brevard Active Dependent Olde Eau Gallie Riverfront Community Redevelopment
Agency
Pinellas Active Dependent Oldsmar Community Redevelopment Agency
13 200
County Type Status District (and website if available)
Miami-Dade Active Dependent Omni Redevelopment District Community Redevelopment
Agency
Miami-Dade Active Dependent Opa-Locka Community Redevelopment Agency
Orange Active Dependent Orange Blossom Trail Community Redevelopment Agency
Orange Active Dependent Orange Blossom Trail Local Government NID
Volusia Active Dependent Orange City Community Redevelopment Agency
Orange Active Dependent Orange County Health Facilities Authority
Orange Active Dependent Orange County Housing Finance Authority
Orange Active Dependent Orange County Industrial Development Authority
Volusia Active Dependent Orlandia Heights Special Neighborhood Improvement
District
Orange Active Dependent Orlando Community Redevelopment Agency
Volusia Active Dependent Ormond Beach Community Redevelopment Agency
Volusia Active Dependent Ormond Beach Housing Authority
Osceola Active Dependent Osceola County Community Redevelopment Agency - East
U.S. 192
Osceola Active Dependent Osceola County Health Facilities Authority
Osceola Active Dependent Osceola County Housing Finance Authority
Osceola Active Dependent Osceola County Library District
Osceola Active Dependent Osceola Water District 1
Osceola Active Dependent Osceola Water District 2
Osceola Active Dependent Osceola Water District 3
Osceola Active Dependent Osceola Water District 4
Osceola Active Dependent Osceola Water District 5
Gulf Active Dependent Overstreet Fire Control District
Seminole Active Dependent Oviedo Community Redevelopment Agency
Santa Rosa Active Dependent Pace Property Finance Authority
Palm Beach Active Dependent Pahokee Housing Authority, Inc.
Putnam Active Dependent Palatka Downtown Redevelopment Agency
Putnam Active Dependent Palatka Gas Authority
Putnam Active Dependent Palatka Housing Authority
Palm Beach Active Dependent Palm Beach County Educational Facilities Authority
Palm Beach Active Dependent Palm Beach County Health Facilities Authority
Palm Beach Active Dependent Palm Beach County Library District
Palm Beach Active Dependent Palm Beach Municipal Services Special District
Palm Beach Active Dependent Palm Springs Community Redevelopment Agency
Bay Active Dependent Panama City Beach Community Redevelopment Agency
14 201
County Type Status District (and website if available)
Bay Active Dependent Panama City Community Redevelopment Agency
Bay Active Dependent Panama City Downtown Improvement Board
Bay Active Dependent Panama City Housing Authority
Bay Active Dependent Panama City Port Authority
Charlotte Active Dependent Parkside Community Redevelopment Agency
Manatee Active Dependent Parrish Area Improvement District
Pasco Active Dependent Pasco County Educational Facilities Authority
Pasco Active Dependent Pasco County Health Facilities Authority
Pasco Active Dependent Pasco County Housing Finance Authority
Pasco Active Dependent Pasco County Road and Bridge District
Escambia Active Dependent Pensacola Downtown Improvement Board
Orange Active Dependent Pine Hills Local Government Neighborhood Improvement
District
Hillsborough Active Dependent Pine Hollow Special Dependent District
Hillsborough Active Dependent Pine Meadows Special Dependent District
Pinellas Active Dependent Pinellas County Community Redevelopment Agency
Pinellas Active Dependent Pinellas County Construction Licensing Board
Pinellas Active Dependent Pinellas County Educational Facilities Authority
Pinellas Active Dependent Pinellas County Emergency Medical Services Authority
Pinellas Active Dependent Pinellas County Health Facilities Authority
Pinellas Active Dependent Pinellas County Industrial Development Authority
Pinellas Active Dependent Pinellas Planning Council
Hillsborough Active Dependent Plant City Community Redevelopment Agency
Hillsborough Active Dependent Plant City Housing Authority
Broward Active Dependent Plantation Gateway
Broward Active Dependent Plantation Midtown Development District
Polk Active Dependent Polk County Industrial Development Authority
Broward Active Dependent Pompano Beach Community Redevelopment Agency
Broward Active Dependent Pompano Beach Emergency Medical Services District
Volusia Active Dependent Ponce De Leon Inlet and Port District
St. Johns Active Dependent Ponte Vedra Zoning and Adjustment Board
Manatee Active Dependent Port Manatee Improvement District
Volusia Active Dependent Port Orange Town Center
Pasco Active Dependent Port Richey Community Redevelopment Agency
Gulf Active Dependent Port St. Joe Redevelopment Agency
Charlotte Active Dependent Punta Gorda Housing Authority
Charlotte Active Dependent Punta Gorda Isles Canal Maintenance Assessment District
15 202
County Type Status District (and website if available)
Putnam Active Dependent Putnam County Port Authority
Putnam Active Dependent Putnam County Solid Waste Disposal District
Gadsden Active Dependent Quincy Community Redevelopment Agency
Nassau Active Dependent Recreation and Water Conservation and Control District No.
1
Duval Active Dependent Renew Arlington Community Redevelopment Agency
Palm Beach Active Dependent Riviera Beach Community Redevelopment Agency
Palm Beach Active Dependent Riviera Beach Housing Authority
Pinellas Active Dependent Safety Harbor Community Redevelopment Agency
Seminole Active Dependent Sanford Airport Authority
Seminole Active Dependent Sanford Housing Authority
Santa Rosa Active Dependent Santa Rosa County Health Facilities Authority
Santa Rosa Active Dependent Santa Rosa County Housing Finance Authority
Escambia Active Dependent Santa Rosa Island Authority
Sarasota Active Dependent Sarasota County Health Facilities Authority
Sarasota Active Dependent Sarasota County Law Library
Sarasota Active Dependent Sarasota County Mental Health Care District
Sarasota Active Dependent Sarasota County Mosquito Control District
Sarasota Active Dependent Sarasota Housing Authority
Brevard Active Dependent Satellite Beach Community Redevelopment Agency
Highlands Active Dependent Sebring Airport Authority
Highlands Active Dependent Sebring Community Redevelopment Agency
Highlands Active Dependent Sebring Regional Airport and Industrial Park CRA
Seminole Active Dependent Seminole County Industrial Development Authority
Seminole Active Dependent Seminole County Port Authority
Palm Beach Active Dependent Solid Waste Authority of Palm Beach County
Indian River Active Dependent Solid Waste Disposal District
Brevard Active Dependent South Brevard Recreation Special District
Hillsborough Active Dependent South Pointe Special Dependent Tax District
Miami-Dade Active Dependent Southeast Overtown / Park West Community
Redevelopment Agency
Manatee Active Dependent Southwest County Improvement District
Volusia Active Dependent Southwest Deltona Community Redevelopment Agency
Volusia Active Dependent Spring Hill Community Redevelopment Agency
Bay Active Dependent Springfield Community Redevelopment Agency
Sarasota Active Dependent St. Armands Special Business Neighborhood Improvement
District
16 203
County Type Status District (and website if available)
St. Johns Active Dependent St. Augustine Community Redevelopment Agency
St. Johns Active Dependent St. Johns County Community Redevelopment Agency
St. Johns Active Dependent St. Johns County Industrial Development Authority
Gulf Active Dependent St. Joseph Fire Control District
St. Lucie Active Dependent St. Lucie County Erosion District
St. Lucie Active Dependent St. Lucie County Housing Finance Authority
St. Lucie Active Dependent St. Lucie County Mosquito Control District
St. Lucie Active Dependent St. Lucie County Sustainability District
St. Lucie Active Dependent St. Lucie County Water and Sewer District
Pinellas Active Dependent St. Petersburg Community Redevelopment Agency
Pinellas Active Dependent St. Petersburg Housing Authority
Flagler Active Dependent State Road 100 Corridor Community Redevelopment
Agency
Palm Beach Active Dependent Steeplechase Neighborhood Improvement District
Osceola Active Dependent Stevens Plantation Improvement Project Dependent Special
District
Alachua Active Dependent Sugarfoot Oaks / Cedar Ridge Preservation and
Enhancement District
Hillsborough Active Dependent Sugarwood Groves Special District
Sumter Active Dependent Sumter County Industrial Development Authority
Washington Active Dependent Sunny Hills Units 12-15 Dependent District
Broward Active Dependent Sunrise Key Neighborhood Improvement District
Suwannee Active Dependent Suwannee County Development Authority
Dixie Active Dependent Suwannee Water and Sewer District
Leon Active Dependent Tallahassee Downtown Improvement Authority
Leon Active Dependent Tallahassee Housing Authority
Hillsborough Active Dependent Tampa Shores Special Dependent District
Hillsborough Active Dependent Tarawood Special Dependent Tax District
Lake Active Dependent Tavares Greater Downtown TIF District
Taylor Active Dependent Taylor Coastal Water and Sewer District
Broward Active Dependent Three Islands Safe Neighborhood District
Brevard Active Dependent Titusville Community Redevelopment Agency
Brevard Active Dependent Titusville-Cocoa Airport District
Broward Active Dependent Town of Davie Neighborhood Improvement District
Orange Active Dependent Town of Eatonville Community Redevelopment Agency
Palm Beach Active Dependent Town of Jupiter Community Redevelopment Agency
Highlands Active Dependent Town of Lake Placid Community Redevelopment Agency
17 204
County Type Status District (and website if available)
Flagler Active Dependent Town of Marineland Community Redevelopment Agency
St. Lucie Active Dependent Treasure Coast Education, Research and Development
Authority
Gulf Active Dependent Tupelo Fire Control District
Broward Active Dependent Twin Lakes Water Control District
Seminole Active Dependent U.S. Highway 17-92 Corridor Redevelopment Agency
Lake Active Dependent U.S. Highway 441 / 27 Community Redevelopment Agency
Union Active Dependent Union County Special Library District
Union Active Dependent Union Soil and Water Conservation District
Okaloosa Active Dependent Valparaiso Cable Authority
Hillsborough Active Dependent Valrico Manor Special Dependent Tax District
Sarasota Active Dependent Venice Housing Authority
St. Johns Active Dependent Vilano Beach Street Lighting District
Hillsborough Active Dependent Village Estates West Special District
Osceola Active Dependent Vine Street Community Redevelopment Agency
Volusia Active Dependent Volusia County Educational Facilities Authority
Volusia Active Dependent Volusia County Industrial Development Authority
Volusia Active Dependent Volusia County Unified Fire District
Volusia Active Dependent Volusia Growth Management Commission
Wakulla Active Dependent Wakulla County Industrial Development Authority (2016)
Hillsborough Active Dependent Walden Lake Community Association Local Government
NID
Hillsborough Active Dependent Waterford Special Dependent District
Hardee Active Dependent Wauchula Community Redevelopment Agency
Palm Beach Active Dependent West Atlantic Avenue Neighborhood Improvement District
Palm Beach Active Dependent West Palm Beach Community Redevelopment Agency
Palm Beach Active Dependent West Palm Beach Golf Commission
Palm Beach Active Dependent West Palm Beach Housing Authority
Miami-Dade Active Dependent West Perrine Community Redevelopment Agency
Hillsborough Active Dependent Westchester Special Dependent District
Palm Beach Active Dependent Westgate / Belvedere Homes Community Redevelopment
Agency
Sumter Active Dependent Wildwood Community Redevelopment Agency
Sumter Active Dependent Wildwood Utility Dependent District
Levy Active Dependent Williston Community Redevelopment Agency
Broward Active Dependent Wilton Drive Improvement District
Hillsborough Active Dependent Windemere Special Dependent District
18 205
County Type Status District (and website if available)
Broward Active Dependent Windermere / Tree Gardens Safe Neighborhood
Improvement District
Orange Active Dependent Windermere Water and Navigation Control District
Orange Active Dependent Winter Garden Community Redevelopment Agency
Polk Active Dependent Winter Haven Housing Authority
Orange Active Dependent Winter Park Community Redevelopment Agency
Orange Active Dependent Winter Park Housing Authority
Miami-Dade Active Dependent Wynwood Business Improvement District
Pasco Active Dependent Zephyrhills Community Redevelopment Agency
19 206
LOCAL
GOVERNMENT
COUNTY
TOTAL
COUNTY
SHARE/
CITY SHARE
ALACHUA 3,286,537 1,621,249
Gainesville 1,665,288
BAKER 350,000 350,000
BAY 2,111,922 1,697,141
Panama City 414,781
BRADFORD 350,000 350,000
BREVARD 7,189,654 3,945,682
Cocoa 227,912
Melbourne 996,486
Palm Bay 1,452,310
Titusville 567,264
BROWARD 22,534,548 3,988,613
Coconut Creek 662,516
Coral Springs 1,543,617
Davie 1,223,626
Deerfield Beach 1,000,534
Fort Lauderdale 2,163,317
Hollywood 1,773,469
Lauderhill 856,313
Margate 671,530
Miramar 1,581,925
Pembroke Pines 1,960,506
Plantation 1,077,151
Pompano Beach 1,302,497
Sunrise 1,115,460
Tamarac 831,525
Weston 781,949
CALHOUN 350,000 350,000
CHARLOTTE 2,260,559 2,031,564
Punta Gorda 228,995
CITRUS 1,814,501 1,814,501
CLAY 2,587,678 2,587,678
COLLIER 4,476,074 4,255,404
Naples 220,670
COLUMBIA 818,222 818,222
DE SOTO 409,396 409,396
DIXIE 350,000 350,000
DUVAL 11,836,251 11,836,251
ESCAMBIA 3,777,215 3,149,442
Pensacola 627,773
FLAGLER 1,435,374 320,088
Palm Coast 1,115,286
FRANKLIN 350,000 350,000
GADSDEN 513,413 513,413
GILCHRIST 350,000 350,000
LOCAL
GOVERNMENT
COUNTY
TOTAL
COUNTY
SHARE/
CITY SHARE
GLADES 350,000 350,000
GULF 350,000 350,000
HAMILTON 350,000 350,000
HARDEE 350,000 350,000
HENDRY 461,405 461,405
HERNANDO 2,282,869 2,282,869
HIGHLANDS 1,182,573 1,182,573
HILLSBOROUGH 17,412,196 12,813,635
Tampa 4,598,561
HOLMES 350,000 350,000
INDIAN RIVER 1,888,820 1,888,820
JACKSON 572,956 572,956
JEFFERSON 350,000 350,000
LAFAYETTE 350,000 350,000
LAKE 4,624,711 4,624,711
LEE 9,174,678 5,688,301
Cape Coral 2,379,911
Fort Myers 1,106,466
LEON 3,427,786 1,132,540
Tallahassee 2,295,246
LEVY 513,413 513,413
LIBERTY 350,000 350,000
MADISON 350,000 350,000
MANATEE 4,825,503 4,174,060
Bradenton 651,443
MARION 4,498,384 3,753,002
Ocala 745,382
MARTIN 1,859,122 1,859,122
MIAMI-DADE 20,155,423 13,238,082
Hialeah 1,668,869
Miami 3,355,878
Miami Beach 610,709
Miami Gardens 840,481
North Miami 441,404
MONROE 967,006 967,006
NASSAU 1,093,333 1,093,333
OKALOOSA 2,476,127 2,234,952
Fort Walton
Beach 241,175
OKEECHOBEE 454,017 454,017
ORANGE 16,943,828 13,261,934
Orlando 3,681,894
OSCEOLA 4,877,511 3,230,375
Kissimmee 943,311
St. Cloud 703,825
PROJECTED SHIP DISTRIBUTION ESTIMATES FOR FY 2023-24
($252,000,000)
SHIP allocation based on SB 102, includes DR
holdback, uses current Catalyst appropriation
03.2023
LOCAL
GOVERNMENT
COUNTY
TOTAL
COUNTY
SHARE/
CITY SHARE
PALM BEACH 17,389,885 12,463,331
Boca Raton 1,140,776
Boynton Beach 935,576
Delray Beach 768,633
Wellington 707,768
West Palm Beach 1,373,801
PASCO 6,795,605 6,795,605
PINELLAS 11,137,539 5,783,723
Clearwater 1,364,349
Largo 964,511
St. Petersburg 3,024,956
POLK 8,825,249 6,835,155
Lakeland 1,378,504
Winter Haven 611,590
PUTNAM 855,454 855,454
ST. JOHNS 3,398,088 3,398,088
ST. LUCIE 4,015,093 890,548
Fort Pierce 548,060
Port St. Lucie 2,576,485
SANTA ROSA 2,260,559 2,260,559
SARASOTA 5,182,320 4,535,048
Sarasota 647,272
SEMINOLE 5,531,749 5,531,749
SUMTER 1,606,321 1,606,321
SUWANNEE 513,413 513,413
TAYLOR 350,000 350,000
UNION 350,000 350,000
VOLUSIA 6,550,339 4,565,586
Daytona Beach 887,571
Deltona 1,097,182
WAKULLA 409,396 409,396
WALTON 922,385 922,385
WASHINGTON 350,000 350,000
TOTAL 246,436,400 246,436,400
DR Holdback & Catalyst 5,563,600
TOTAL APPROPRIATION 252,000,000
207