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AHAC Agenda 11/28/2023Collier County Affordable Housing Advisory Committee (AHAC) AGENDA Growth Management Community Development Department Conference Rooms 609/610 2800 N. Horseshoe Dr., Naples, FL 34104 November 28, 2023, 9:00 AM AHAC MEMBERS Steve Hruby, Chair Commissioner Chris Hall, BCC Liaison Jennifer Faron, Vice Chair Arol Buntzman, Member Mary Waller, Member Todd Lyon, Member Gary Hains, Member Paul Shea, Member Hannah Roberts, Member Thomas Felke, Member Andrew Terhune, Member COLLIER COUNTY STAFF Jamie French, Department Head, GMCD Michael Bosi, Director, Planning & Zoning Jaime Cook, Director, Development Review Cormac Giblin, Director, Housing Policy & Economic Development Sarah Harrington, Planning Manager, Housing Policy & Economic Development Derek D. Perry, Assistant County Attorney, County Attorney's Office Donna Guitard, Management Analyst I, GMCD Julie Chardon, Operations Support Specialist II, Housing Policy & Economic Development Kevin Summers, Mgr., Technical Systems Ops, GMCD 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 WAITTO BE RECOGNIZED BY THE CHAIRMAN AND STATE YOUR NAME AND AFFILIATION FOR THE RECORD BEFORE COMMENTING. IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING, YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY FACILITIES MANAGEMENT DEPARTMENT. ASSISTED LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE IN THE COUNTY COMMISSIONER'S OFFICE. 1. CALL TO ORDER & PLEDGE OF ALLEGIANCE 2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF 3. APPROVAL OF AGENDA AND MINUTES a. Approval of today's agenda b. Approval of October 17, 2023, AHAC Meeting minutes. 4. INFORMATIONAL ITEMS AND PRESENTATION a. Age -Friendly Collier (M. Beland) 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. Review and Recommendation of Surtax Applications (C. Giblin) 1. McDowell Housing Partners — Ekos on Collier 2. Habitat for Humanity of Collier County — Town of Big Cypress. 7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS a. DSAC Update (H. Roberts) b. ADU Update (M. Bosi) C. SHIP Incentive Strategy Report (C. Giblin and S. Harrington) d. Upcoming Public Meetings (C. Giblin) 8. NEW BUSINESS a. December Meeting Date Discussion- Scheduled for 12/19/2023 (C. Giblin) 9. ADJOURN 10. NEXT AHAC MEETING DATE AND LOCATION: December 19th, 2023, at 9:00 AM Conference Room 609/610 - Growth Management Community Development Department October 17, 2023 MINUTES OF THE COLLIER COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE Naples, Florida, October 17, 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 9 a.m. in REGULAR SESSION at the Collier County Growth Management Community Development Department Building, Conference Room #609/610, 2800 Horseshoe Drive N., Naples, Florida, with the following members present: Chairman: Steve Hruby (excused) Vice Chairman: Jennifer Faron Arol Buntzman (excused) Thomas Felke Gary Hains Commissioner Chris Hall Todd Lyon Hannah Roberts Paul -Shea Andrew Terhune (via Conference Call) Mary Waller County Staff Members Present: Cormac Giblin, Dir., Housing Policy & Economic Development, GMCD Derek Perry, Assistant County Attorney Jaime Cook, Director, Development Review, GMCD Julie Chardon, Ops Support Specialist II, GMCD Kevin Summers, Mgr., Technical Systems Ops, GMCD Lisa Carr, Grant Coordinator II, Community & Human Services Division, PSD Kristi Sonntag, Director, Community & Human Services Division, PSD Donald Luciano, Assistant Director, Community & Human Services Division, PSD October 17, 2023 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 Acting Chair Faron called the meeting to order at 9 a.m. and the committee recited the Pledge of Allegiance. She then outlined the guidelines for public speakers. 2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF Mr. Giblin called the roll call. A quorum of seven was present in the boardroom; an eighth arrived later and a ninth joined via Conference Call. Mr. Giblin said committee member Terhune is participating via Conference Call and asked for a motion to allow him to participate. Ms. Waller made a motion to allow Mn Terhune to participate via Conference Call due to extraordinary circumstances. Second by Ms. Roberts. The motion passed unanimously, 7-0. [Mr. Lyon joined the meeting at 9:04 a.m.] 3. APPROVAL OF AGENDA AND MINUTES a. Approval of today's agenda Ms. Waller asked to add an update about the guesthouse/ADU meetings. Ms. Faron said it would be added as TE. [It was later incorporated into the discussion under 6.a] Ms. Roberts said she'd like to hear an update on the inventory of lands that we reviewed, guidelines on how often we're going to look at that and how those properties are being marketed or not marketed to developers in the area. Ms. Faron said it would be added as 7.f. [Now 7.e.] Ms. Roberts made a motion to accept the agenda, as amended Second by Ms. Waller. The motion passed unanimously, 9-0. b. Approval of September 19, 2023, AHAC meeting minutes Ms. Waller said the minutes say she has a home in Chicago, but she doesn't. Minutes amended to remove reference. Ms. Waller made a motion to approve the September 19, 2023, meeting minutes, as amended. Second by Ms. Roberts. The motion passed unanimously, 9-0. 4. INFORMATIONAL ITEMS AND PRESENTATION Mr. Giblin said we've had some GMD staffing changes. He and Sarah have been interim directors of the Housing Policy & Economic Development Division at GMD since March 2023. Two weeks ago, he was appointed as the permanent director, Sarah is now the division's planning manager and Julie Chardon has been permanently assigned to the W October 17, 2023 division. Between those three and three other division employees who concentrate on economic development issues, the newly created division is getting fully operational. [Acting Chair Faron and others congratulated him.] Mr. Giblin said Sarah sends her apologies for not being here today. She was called out of state yesterday due to a death in the family. Acting Chair Faron thanked him for letting them know and thanked Cormac and Julie for the support they provide. 5. PUBLIC COMMENT (None) 6. DISCUSSION ITEMS a. SHIP Incentive Strategy Report (C. Giblin) Acting Chair Faron noted that several members are new to the process and asked Cormac to provide an overview. The agenda packet contains the revised latest draft that incorporates AHAC members' comments. Afterward, she wants to focus on the substance and details of the comments. Mr. Giblin detailed a PowerPoint. • A draft report was presented at the last meeting, members were asked to review it and submit comments or questions, which were received. Subsequent edits were made to add the comments. Many members had comments or questions on the same topics. • As a state SHIP funds recipient, the County is required to have an AHAC, which is responsible for reviewing and evaluating local plans, policies and procedures for land development within the county. Per the statute, the AHAC is directed to review not only local plans and policies, but an additional 11 state -required incentives and report back on those yearly to the Board of County Commissioners. That report is then forwarded to the state for its review. • This is an ongoing activity that occurs during all AHAC meetings during the year. • The July to October time frame is when the draft report is presented to the AHAC. It goes to a public hearing and then the Board of County Commissioners in December. It's submitted to the state before December 31. • After that, the Public Services Division and Department of Community & Human Services group take this report to amend the Local Housing Assistance Plan (LHAP), the governance document detailing how the county proposes to spend SHIP monies. This is the high-level planning document and the LHAP gets down to specific instructions on how the monies will be allocated in the coming years. • The statute requires there be at least eight, but no more than 10, regular members, plus one elected official. The regular members must represent at least six of the 11 categories, which are builders, bankers, Realtors, low-income advocates, non- profits, for -profits, ESP (essential services personnel) representatives. Each of you represents one of those categories. • Collier County reports to the state who is on our AHAC, the categories they October 17, 2023 represent when they were appointed, the date they were appointed and their expiration date. Ms. Waller noted that the AHAC doesn't have a banker. Mr. Giblin said the previous slide shows you only need to have six of the 11 categories, so a banker isn't a requirement. That's something the AHAC can consider when there is the next vacancy. The Commitee can determine whether a banker's influence would be good. Mr. Giblin continued his presentation: • The first recommendation was that the county complete the implementation and adoption of the four regulatory relief initiatives previously approved through the Housing Plan adopted by county commissioners in 2017. • The Housing Plan included about 35 individual recommendations that were developed in conjunction with the Urban Land Institute on ways to improve the affordable housing market in Collier County. It dealt with densities, fees, time frames and process certainty. • The high-level recommendations were to increase housing affordability and density is key. We've seen this playing out week after week at the Board of County Commissioners and the Planning Commission, where there have been several Comprehensive Plan Amendments and PUD rezones coming through that offer additional affordable housing in exchange for additional densities. • The four remaining initiatives transmitted by the Planning Commission and the BCC to the state have been recommended for adoption by the Planning Commission and are scheduled to go to the BCC for adoption on November 14. They involve permitting housing that is affordable by right in commercial districts; increasing the allowed density and Activity Centers from 16 to 25; designating Strategic Opportunity Sites to allow maximum density of 25 units per acre; and establishing a policy to encourage higher densities along transit corridors. • Those are national best practices that the ULI highlighted for the board in 2017. • Of those roughly 35 recommendations, all were presented to the board for hearings. These are the last four up for final adoption. A discussion ensued over designation rights and what the state denied. Mr. Bosi then clarified questions, telling the AHAC. • The County received comments from the state regarding the increase of density within the Coastal -High Hazard Area and had to pull those back. • The current GMP (Growth Management Plan) has an evaluation of the Coastal High -Hazard Area, which is related to hurricanes and water infiltration. Within the Coastal High -Hazard Area, the County reduces density to limit exposure to potential harm and natural disasters. • Collier also has a policy that rewards affordable housing with a density bonus. In the past, the determination we made was that the need for affordable housing outweighed the concern we had for evacuation routes in placing additional density within the Coastal High -Hazard Area, so we allow the Affordable Housing 4 October 17, 2023 Density Bonus Program to be exercised in the Coastal High -Hazard Area, however at a lower bonus level. The current proposal to go from 16 to 25 units an acre for properties in the Activity Centers that are in the Coastal High -Hazard Area, had to be left capped at 16, as it currently is. The state is concerned about increasing beyond our current allocation, so the increase to 25 on a couple of Activity Centers would not be applicable in Coastal High -Hazard Areas. A discussion ensued and the committee noted that it applies to certain properties and not others and the Planning Commission approved those. Mr. Bosi said the county hasn't adopted a Strategic Opportunity Site from a regulatory perspective, but locally it has happened when the Planning Commission added multifamily to the Creekside PUD. That was the idea behind the Strategic Opportunity Site, an environment with a high number of economic and job opportunities. Adding higher density residential to those locations was the concept and the private site beat the county to it with the addition of the multifamily to Creekside. Mr. Giblin continued his presentation: • Recommendation No. 2 is AHAC encouraged and is working with staff to create a transparent, publicly accessible database with corresponding GIS map to identify, locate, provide data and long-term monitoring results for all affordable housing. Staff has been working on this with the AHAC for several months. • Staff debuted the GIS tracking map at the AHAC's last meeting, and it's being added to the www.CollierCountyHousing.com website, along with some service enhancements you identified at the last meeting, when AHAC asked to be able to click on a point, get a name, phone number and information so people can follow through and inquire about an apartment. • Staff also had requests from the public, saying it's great the county approves all this affordable housing, but what happens after developers leave commission chambers? Is that housing actually getting built? Are the right, qualifying people living there? Are developers actually doing what they said they would do? This recommendation incorporates putting yearly monitoring results on our website so people can have a one -stop shop to see it. This information is more of a public service than a planning function. It's for the public to access information. Acting Chair Faron asked when it would go live. Mr. Giblin said within the next month. A discussion ensued and Mr. Giblin said he'd notify the AHAC when it goes live. Mr. Giblin continued his presentation: • The next recommendation was the AHAC's established work plan/matrix to identify actions, time frames and outcomes. • The AHAC's recommendation was to develop a work plan and we continue to bring it back to you periodically to update it and provide a progress report. October 17, 2023 • The next recommendation involves the Live Local Act. The AHAC recommended that staff identify challenges and opportunities in the Live Local Act. • There were four categories: Identify parcels where the Live Local Act would apply; identify areas where the Live Local Act may conflict with local zoning regulations; develop solutions on how to resolve the conflicts; and hold a public forum or participate in a public forum where we can solicit input from the development communities to get reaction on how to mesh the Live Local Act with county rules. • The first one has been done. The County presented that list to the AHAC, commercial mixed -use and industrial properties in Collier County. The next is underway. He, Mike and Jamie continue to meet daily and weekly with developers interested in the Live Local Act. Staff explains the Live Local rules and trying to apply them to county regulations. • We're hoping that in January, the Housing Alliance, in conjunction with the Community Foundation, will host a housing forum where developers and builders can share experiences and challenges with the public and how to use Live Local in Collier. • A few are moving through the process. They've had pre -application meetings and are applying Live Local, so it depends on the piece of property the applicant is interested in developing. Acting Chair Faron noted that this part of the report is new because the Live Local Act is new, as of July 1. Are there themes you're seeing in these conversations about properties, such as setbacks or stormwater management has always been a problem when you're trying to use the Live Local Act's benefits? If so, the AHAC should focus on that next year. How do you take those themes to figure out a solution? We're identifying them and talking to the local developer community, but then what? Mr. Giblin said it would have to work its way through a set of Land Development Code amendments. You now have a Land Development Code section that involves specific regulations for affordable housing. It now deals with mostly elevations, street makeup, sidewalk sizes, compatibility and maximum heights. It's already in the LDC, and if there are additional specific regulations the AHAC or the BCC think would be applicable to affordable housing, that would be a perfect place to at least add an amendment. Acting Chair Faron asked if certain things already are happening. Mr. Giblin responded that. - The themes are that when the state gives you a green pass to build at whatever density and height you want, people seem to grab any property they can that meets the definition without thinking it through, such parking and a four-story tower can't be built next to a home without a setback. For a residential study, you're generally looking at a 10- to 20-acre square. You've got plenty of room to do whatever you want in that square. For a commercial site, you're looking at strips of land along the major thoroughfare. You don't have the depth or area needed to accommodate the same things you need on a typical residential site. It's much harder to fit all those things in that smaller box. R1 October 17, 2023 Mr. Giblin continued the presentation: • Recommendation No. 5 was the use of Collier County surtax funding for affordable housing acquisition. • In March, staff developed and took your evaluation criteria and a policy to the Board of County Commissioners for adoption. • The County created a cross -divisional review team to review applications that come in for use of surtax funding. The procedure is that a developer will submit an application through the county's Real Property Division.. Once scoring is complete, the applications and scoring will be brought to the AHAC for review and recommendation. Then it will be brought to the Surtax Citizens Committee for review and recommendation, and then ultimately to the Board of County Commissioners for a decision on whether we should purchase the property and partner with the developer. • Currently, we have three applications we're reviewing. We'll bring them to your November meeting for your review and recommendation. Commissioner Hall said it seems like a lot of government to go through. He doesn't like it. He wants to have a discussion to get rid of two of the three steps. He doesn't think it's necessary for different committees to say they like it or not. That's hindering what the whole process is trying to get done. We have two people in the back who have felt the frustration since the beginning. What can we do to get that eliminated? Mr. Giblin said staff can get together and discuss it. Action Item: Mr. Giblin will speak to Commissioner Hall about trying to streamline the application process and possibly eliminate two steps. Ms. Waller asked if the AHAC would change its initiative to reflect what Commissioner Hall proposed, to cut down on some of these government agencies and hurdles so we can fast -track it to affordable housing. Mr. Giblin said staff will meet with Commissioner Hall's office before this goes to the Board of County Commissioners in November. 7 October 17, 2023 Mr. Giblin continued his presentation: • These are the recommendations required by statute that AHAC's looks at and we report to you how we're implementing them. They're listed in the statute. • Among them are expedited permitting. The County had an expedited permitting process for affordable housing for at least 30 years. It's very popular with developers proposing affordable housing. It gives them reduced review time frames for everything from a Growth Management Plan amendment to a PUD to a building permit. • He doesn't recall anyone who was fast -tracked complaining that it's not working fast enough. We have many satisfied customers, so it's working as intended. Ms. Waller asked how much time it takes off the process. Ms. Cook said it cuts the 30-day zoning application process in half, 15 days. For a Site Development Plan or plat, it cuts the 15-day process to 10 days, and the 30-day building permit process is cut to 15 days. Planning Commissioner Shea asked what happens with the rest of the process, like the Planning Commission and the required public notices? Do they avoid public notices and public hearing? Mr. Bosi said those are statutory requirements we have to follow. They're not eligible for reductions in time. Only the review process is cut in half. We're at a 50% reduction in terms of time spent in this building for staff review. Mr. Giblin continued his presentation: • The next statutory required incentive is allowable fee waivers.. As a result of the housing plan, we made some enhancements to that program. • In recent discussions, the AHAC recommended we continue to review opportunities to increase the length of the impact -fee deferral period to align with various financing sources. Particularly on the rental side, our rental deferral is administratively approved for up to 10 years. If it's greater than that, applicants may go on a case -by -case basis to the Board of County Commissioners for approval. • There also are 30-, 40- and 50-year state financing requirements. Developers are telling us it would be more advantageous if the deferral period lined up with the affordability period, so we'll continue to explore that next year. Acting Chair Faron said she's interested in the appetite for trying to match the deferral period to the timeline. The LIHTC (Low -Income Housing Tax Credit) program is where it matters and that's where her experience has been. It's a thin margin of not only profitability but operational capacity once units are up and running Is there an appetite for deferral periods for very low-income projects where every dollar counts? Mr. Giblin responded that: • The challenge has been on more on legal side, not the political -will side. • There's a statute that requires the collection of impact fees to pay for needed infrastructure, and the legal thought is the longer the deferral, the less it is a fee. • If the County made a 100-year deferral, will that severely impact your ability to sustain E:3 October 17, 2023 infrastructure and does it negate the structure of the impact -fee process? It's more a legal question but could be political. We need to work out some statutory issues. Attorney Perry noted that there's a distinction to be made between when we give a fee waiver for a commercial entity building and an apartment building. It's easier to collect for a commercial entity versus if you give a $15,000 fee waiver to a low-income single- family homeowner. It's very difficult 15 years later to knock on their door and ask them to pay $15,000. Mr. Giblin continued his presentation: • The next recommendation is that the county should explore allowing flexible densities. We've had the Affordable Housing Density Bonus Program in our LDC since at least 1989. That allows up to 16 units per acre. Recently, we adjusted that to go higher. We also have amendments on the table to allow up to 25. • The BCC also has recently allowed even greater densities in exchange for affordable housing. We recently saw the approval of 30 units per 1-acre projects/developments that contain set -asides for affordable housing. • The AHAC's recommendation is that we continue to support that concept and that the Planning Commission and the BCC continue to negotiate that public policy of a minimum of 30% of units developed at or below 100% of median income for developers with those requests. A discussion between Planning Commissioner Shea and Mr. Giblin ensued and the following points were made: • It seems the percentages are bouncing around. • County staff has developed a proposed policy that would be attached when a development comes before the Planning Commission for approval. • It's the first 30%. Mr. Terhune asked why there's a limit on density at all. It's great they're expanding it, but why not uncap it and let each project stand or fail on its own, depending on the site characteristics? Why not a density of 50 if the site will tolerate it? Mr. Bosi responded that: • One requirement of the Florida statutes within our Comprehensive Plan is to look at the population and non-residential land uses required to support that population and allocate the proper acreage to handle all necessary land uses to satisfy that population and provide for infrastructure to serve that population. • If you had an uncapped density, there would be no way to have any expectations on what the demands could be in a five-, 10, 15- or 20-year period. Therefore, there's a cap established within the GMP as ultimate densities that could be requested. That goes into the concurrency management system for capacity. Mr. Terhune said he understands, but why not evaluate it site specific without any predetermined cap? There may be sites were having 50 or 100 units per acre for various reasons is doable. Why should we prejudge that by saying you're capped at 30 or some round number that we pick out of the air? Commissioner Hall said it's a minimum of 30%. M October 17, 2023 Mr. Bosi responded that: • The County has a regular process where that happens. • It's a GMP amendment, as well as a PUD or rezoning request, and they ask for specific densities beyond what's allowed for in the GMP. • Based upon the proposal, the situation or context in which that property is situated among the various land uses, we have a process. • The County have always had, and the state requires, at least a cap within what we can expect within the GMP in terms of densities associated with not only affordable housing, but market -rate housing. Planning Commissioner Shea said it makes it difficult to plan infrastructure if you don't know what the densities are. Mr. Giblin said, as Mike said, The county has had developers come forward with proposals on specific pieces of land who may have asked for 25 units per acre in exchange for a unit of land development. It'll be up to the board's appetite for approval or not. Mr. Bosi said the Bayshore Mini Triangle rezone seven or eight years ago is a prime example. They requested 91.77 units an acre. Based on the context, situation, desire of the Bayshore CRA and the long-term allocation of that being a catalyst project for the Bayshore area, they were awarded a much higher density than any other project nearby. We have a process that allows for a developer to go beyond stated maximums, but stated maximums are what we utilize for — infrastructure allocation into the future, as well as the overall arrangement of how our land uses interact. Mr. Terhune said he's glad to hear there's a process. He wasn't aware of that. His concern is that it's great when you have a fairly good -size developer who will go through the various approvals and legal problems. He comes from a development background. The problem is that a smaller developer won't go there due to the large amount of uncertainty. Mr. Giblin continued with his presentation: • The reservation of infrastructure capacity is the next required item. • The County doesn't have any infrastructure deficiencies now, so we don't need to implement anything. • In the early 2000s, when we had severe wastewater plant and road issues, we implemented some reservation of capacity, but we don't have that issue now. Planning Commissioner Shea asked if the county didn't really have infrastructure deficiencies. Mr. Giblin said nothing that would stop a development. Planning Commissioner Shea cited traffic in some areas. Mr. Bosi responded that: • Florida statutes have a provision for infrastructure deficiencies. If a proposed ID] October 17, 2023 project would affect the safe road segment and was deficient, they can move forward as long as they pay their proportionate share of what's needed to remedy that infrastructure deficiency. • We have road segments that are failing, near failing or could be failing. We have a program that allows those projects to move forward Ms. Roberts asked for the easiest way to identify trip -constrained areas. We looked at a project the other day and someone said a section of Airport Road might be trip - constrained, and she needs to plug a number into the pro forma. Mr. Bosi responded that. • The county performs the Annual Update and Inventory Report (AUIR), an assessment of the infrastructure and infrastructure capacity. • We're taking the 2023 AUIR to the Planning Commission on November 2, and to the Board of County Commissioners on December 12. • The transportation section details segments of every road countywide, the amount of available capacity, what's left and if it's close to the deficiency level. • The 2022 AUIR is the most recently approved AUIR and by mid -December, we'll have the 2023 AUIR approved with the most updated numbers. • It's already in the Planning Commission's hands. They're reviewing it now and will make a recommendation to the BCC at the CCPC's November hearing. Ms. Waller asked, So this statement is based on the 2022 data? Mr. Giblin said yes and based on the data from the past several years. Ms. Waller said that's in 2022, so technically you really don't know what the 2023 report is going to say? Mr. Bosi said we do. We've already distributed the 2023 report to the Planning Commission. Ms. Waller asked if they know there are no problems identified. Mr. Bosi said there are no major deficiencies. There are certain road segments that are in a deficient status, but there are plans in place to address those deficiencies. Ms. Waller said it should say, "Anything that has been identified has been worked on." You can't make a carte blanche statement that there are no infrastructure problems, when most people who live in Collier County know we have a few problems. But they have been identified and they have been taken care of. Mr. Giblin said that's a good point. He can massage that. Action Item: Staff should revise the wording where it says the county has no infrastructure problems. It should say problems that were identified have been worked on or taken care of. Commissioner Shea said for proportionate -share issues, sometimes there are no alternatives, so he doesn't know where a proportionate share comes in on cases where there are no real alternatives to correct a level -of -service problem. Acting Chair Faron noted that the language would be revised. Ms. Roberts asked if they could consider a reduced portion of that proportional share. If 11 October 17, 2023 you're developing an affordable housing project, there are cars, so it probably doesn't help to reduce it. Is there an incentive specifically for affordable housing developers? Mr. Giblin said he can change the AHAC recommendation to "AHAC will continue to monitor and explore this over the coming year." Commissioner Hall said it sounds flexible but firm. Action Item: Staff can revise the AHAC recommendation to sav "AHAC will continue to monitor and explore this over the coming year. Mr. Giblin continued his presentation: • The next requires them to look at parking and setback requirements again. Model 1 is a deviation process throughout the PUD, and another is within the PUD, where you can suggest zoning regulations for your development. The AHAC recommendation is that as we try to fit Live Local into county regulations, we may require additional parking and setback relief for developments that want to use the Live Local Act. We'll discuss the timeline on that in the coming year. • The county is currently meeting the state requirement. • Staff recently received news that the state requires us to look at affordable Accessory Dwelling Units. In the Q2 of 2023, the Board of County Commissioners directed staff to look at the feasibility of a pilot program to allow Accessory Dwelling Units in the Urban Golden Gate Estates. • County staff County staff had the first Public Information Meeting last Wednesday at North Collier Regional Park. • Mailers were sent out and it will be consolidated into a recommendation that will go before the Planning Commission and Board of County Commissioners. Guesthouse/ADU Update Mr. Bosi told the AHAC. • Staff sent 3,558 postcards to all properties that are zoned Estates west of 951, known as the Urban Estates. Unfortunately, only 33 people attended the meeting; 24 participated in the survey. • The majority were very supportive about renting guesthouses. • The majority were against the income -restricted program. • We have another meeting tomorrow. We're doing additional social media posts to try to get more interest. • He also contacted a former planning commissioner who is associated with Oakes Estates, a large group of Urban Estates properties in North Naples, just east of I- 75. He's been spreading the word within that association. • We will have similar questions to try to get public feedback on whether they support guesthouses and renting guesthouses. • Staff is going to package the feedback, take it to the Board of County Commissioners and they'll tell us how they'd like to move forward. • Staff will tell attendees we're not developing regulations because we haven't been told to do that. We were told to see if the community supports this idea, so we're trying to gather as much public opinion as we can, document it, put it together, and bring it to the Board of County Commissioners. 12 October 17, 2023 The BCC can evaluate the responses and determine what direction they'd like to see staff go in terms of moving forward with a program. Planning Commissioner Shea asked if the county was doing something other than public meetings, like a survey of the thousands of residents that provides information and the ability to respond Mr. Bosi said the process is to try to get feedback from attendees of the Public Information Meetings. Planning Commissioner Shea said you're not going to base a decision based on a percentage. Mr. Bosi said he's not going to make the decision. If we continue getting low participation, staff discussed going to Oakes Estates and Logan Woods Estates to see if the homeowner associations could get direct feedback. But we can only advertise and send postcards. If people don't want to participate, it's tough to collect information. Planning Commissioner Shea said, So you're sending out surveys and you're not getting people responding? Mr. Bosi said we're not sending out surveys. Staff is asking people to come to the meetings. Planning Commissioner Shea said You should consider providing information and a way to respond because a lot of people will respond if they don't have to drive there. Mr. Bosi said he understood. Staff also has budget constraints. Staff was directed to move forward with it, but there wasn't an additional budget allocation, so we're trying to do it as economically and pragmatically as possible through Public Information Meetings. If we continue to get low participation, we're going to have to widen the net. That's the discussion we'll have with Mr. French and administration about what other steps they want us to take to get feedback. Ms. Waller asked if they'd considered that the Urban Estates wasn't the way to go. The Logan Woods and Oakes Boulevard area has very, very high -end Estate properties. Have you considered maybe that was the wrong way to go, to ask someone to put a low-income person in their backyard? Mr. Bosi said it wasn't a staff -driven initiative. It was driven by the Board of County Commissioners. They specifically said to go out and canvas the Urban Estates to see if they'd like to see guesthouses being rented. It started with an initiative from Commissioner Bill McDaniel, whose Executive Summary said he'd like to consider the ability for the Urban Estates to rent their guesthousesHe understands what Ms. Waller is saying. Commissioner Hall said the idea is to have a use within town to eliminate traffic and the commute, so the Urban Estates is a perfect place to start. The purpose and mission is to add affordable housing through ADUs, so this would be good news for Commissioner Saunders, because when this came up, he said he hated it and hoped it would go away because he was anticipating extreme public outrage, but that's not what happened. Mr. Bosi said we're expecting more participation in the next meeting as word gets 13 October 17, 2023 around. The responses in the first meeting were different from the second meeting, which had more participation. If staff continues to get low turnout, we're going to have to do something else to get better feedback. Mr. Bosi told the AHAC. • Even if the decision is just the ability to rent guesthouses, that's not a negative thing. • Collier County is severely crippled with an imbalance between supply and demand. If you add ADU rentable dwelling units that weren't in the market before, now there's an additional number in the market, • The simple equation is that there's too much demand and not enough supply. • The only way to attack supply is adding higher density, which is necessary. That's why the provisions and what we're trying to promote is more multifamily high - density projects in the right locations. • The market is starting to respond to the opportunity to increase to 25 units an acre within Activity Centers. • It's changing rapidly. Brick -and -mortar stores are becoming less and less of the predominant suppliers of goods and services with the advent of internet retail and that type of activity. In Activity Centers where the intensity of activity is relatively high, we're seeing a 25 unit or a 30-unit per acre multifamily project can go in there. It's an actual reduction of transportation activity within the Activity Center because the amount of traffic generated by residential development is relatively short compared with the number of trips attracted by commercial development, so that strategy is being embraced. • On November 14, the next step is to get 25 units per acre in front of the Board of County Commissioners, so they continue to recognize that's the trend and that's where we're trying to promote those opportunities. • Commissioner Hall's point was that he understands you've got a wider universe to have more units in the Rural Estates, but there's a spatial mismatch between the location of where those units would be and where economic opportunities are. Because jobs are the most prevalent within the Urban Estates is why that area was used as a test. • When the BCC discussed seeing what the community has to say about that location, that was the idea, and if we think it's something that can generate some additional benefits, maybe we will expand it beyond the Urban Estates. Ms. Waller said she received a phone call from someone who was hysterical and screaming, saying they had a problem with taxes. They freaked out when that came up. She can't judge it, so all she can do is try to dissect it. She'll be at the next meeting so she can see what was said. They said someone told them exactly what they can rent their places for. Mr. Bosi responded that. • The dissatisfaction was because guesthouses could not still be homestead exempt. • Under state statute, they cannot be homestead exempted. You're only allowed to exempt a homestead if you live in your homestead. If you're making money on a rental, it doesn't qualify for homestead exemption under the state statute. It's not 14 October 17, 2023 an option we have. They believed the county was doing this only as a money grab. Staff told them that wasn't true, and the county is trying to attack a supply and demand imbalance. They felt the county was just looking for additional revenue opportunities. We had to tell them that if they were going to rent a guesthouse commercially, they couldn't keep the same 3% cap they had for their homestead exemption. There's a 10% cap for non -homestead exemption properties. They thought the county was utilizing that as an opportunity to create more revenue for our tax base. We told them we're obligated by state statute to tax homestead exemption properties with a 3% cap and non -homesteaded properties with a 10% cap. Ms. Waller asked if they'd just lose the homestead on that portion. Mr. Bosi said we told them the guesthouse portion would not be homesteaded. A discussion ensued and the following points were made: • Many already are renting their guesthouses and want a way to make it legal. • They don't want to lose the homestead exemption. • The county will be using the same survey questions at each meeting. • Residents were upset with some slides staff presented on taxing implications. They were provided so they could make an informed decision. We wanted to let them know that there's a tax implication if you rent your guesthouse. • That's what caused dissatisfaction, a perception that we were trying to raise our tax base. • Staff told them we must follow the state statute. Staff said we spoke to the Property Appraiser, and he said this program would change how your property is taxed if you're allowed to rent your guesthouse. Mr. Bosi explained how they categorized that. • Staff went through the 30%, 50%, 80%, 100% and 120% of AMI and the categories of workers associated with each category, and the maximum rent that could be charged for each. • Maybe we didn't clarify adequately enough that we weren't suggesting any one of those. We were just outlining the categories and listing the maximum rents that could be allocated. Seeing caps on rents is probably what discouraged residents from wanting to participate. Maybe it would have been a different outcome if we limited it to 120% of AMI and told them the rent they could get. We may have received better receptivity, but he doesn't know what levels of AMI the Board of County Commissioners want, so it's hard to determine because we showed residents the possible rents associated with various levels of income restrictions and left it at that. Acting Chair Faron responded that: • If the rents are whatever they can get for a guesthouse, then you add supply, and the trickle -down theory suggests other units at other levels would be available for 15 October 17, 2023 other populations. It sounds like staff is presenting the facts and residents are starting to make their own interpretations. Hopefully, we'll have more feedback in the next meetings. • She appreciates staffs efforts to tease all this out. It's not a small project. Ms. Roberts said that in the wording of the AHAC recommendation, she likes how the first portion is a meaningful source of additional units or a source that frees up attainable housing units. In the end, when we say, "and recommends the use of ADUs as affordable housing," are we able to strike "as affordable housing," so it just says "ADUs to increase the affordable housing inventory" so we're not taking a stance? Mr. Giblin said that would be a decision for AHAC. In the past, when it was discussed, there was a motion to limit it and if there's going to be an AHAC recommendation, it would be limited to affordable units only. Acting Chair Faron said she didn't remember that context or vote. Mr. Giblin said it occurred in the past few months and Chairman Hruby made the motion, saying a sticking point of his support for ADUs was that if we were going to do it, let's do it for affordable units. Mr. Hains said Airbnb's are a concern. You spend $100,000 to build an ADU and then tell them you can only rent it for $1,000 and by the way, you'll lose your homestead, so you're going to be paying more taxes. A discussion ensued and the following points were made: • Ms. Roberts said there's a concern about resources for monitoring and enforcement and then asking county residents to not only be landlords, but to monitor the tenants' income levels or hold rent to a constantly shifting standard, whatever the AMI is that year. It sounds great on paper, but people are already renting their guesthouses so let's endorse that and start attacking the inventory issue. • Mr. Giblin noted that if you have a one -bedroom guest house, the rent limit would be about $2,100 a month. • Ms. Waller said the state says you can't cap rents. • Mr. Giblin said a state statute specifically allows accessory dwelling units for affordable housing, so we can have a rent limit if you only allow them for affordable housing. • Ms. Waller questioned the margins. • Mr. Giblin said it would be $2,100 for a one -bedroom or $2,025.50 for a two - bedroom. Rent limits would apply if you applied that statute. Those are the 2023 rent limits and they change yearly. • Ms. Waller said you don't want to put a number on it. Just use market rate. • Acting Chair Faron said you can't say that. Other affordable housing projects that have income limits in the LIHTC programs have caps. • Ms. Waller suggested not putting down a rent limit. IN October 17, 2023 • Acting Chair Faron said we should just say, "The AHAC encourages using ADUs as a source of affordable -housing units." The question seems to be whether we'd still limit it to affordable and how is that defined versus others saying maybe this should be a supply of units under the trickle -down theory and those income levels would be in rents available downstream. • Mr. Terhune said if we go down that road and force that on an accessory dwelling unit, that's going to be very intrusive and it's an incredible enforcement problem. If we want a program that's going to increase the amount of housing, we need to stay out of trying to enforce who rents and why. • Mr. Bosi said the public felt that way at the meeting. They recognized enforcement would be an extreme challenge and staff recognized the burden. • Mr. Terhune said that's why we shouldn't go down that road. • Acting Chair Faron suggested that our recommendation should be that ADUs are available as another source of housing to increase the overall affordable - housing rental inventory, so it's increasing the supply. • Acting Chair Faron agreed and said we should just call it another source of housing. How it turns into a recommendation and program that's adopted comes after we figure out what the public wants, and we have more information. • Mr. Bosi said after we gather that public opinion, before we go to commissioners, the AHAC will make a recommendation on whether to support income -restricted, just renting guesthouses or leave the program as is. The AHAC must formalize an official recommendation to the BCC. • Acting Chair Faron Maybe once all the information is available from the public meetings, in the first quarter of 2024, the AHAC will make a recommendation. • Commissioner Hall said isn't this report going to the state? Let that go. We'll have our ADU discussion when it's applicable. We want to increase inventory, but at the same time, we don't want to increase Vrbos and Airbnb's. • Mr. Bosi said another point he had to make at the meetings was that if we allow guesthouses to be unrestricted rental, we cannot restrict short-term rentals. Attorney Perry said depending on what statute or avenue the county takes in adopting this program, there's a specific statute for accessory dwelling units to be allocated and dedicated as affordable housing. Section 163.31771 states that the mechanism is that someone applies for a building permit for their ADU, and they sign an affidavit saying it will be for low, moderate, extremely low-income persons, etc., In theory, they could legally rent out Vrbos or Airbnb's, but they would have to qualify every renter. Mr. Bosi responded that: • It's not income restricted if guesthouses could be rented to anyone. We could not regulate the duration. The statute does allow the county to restrict it to income - restricted, so that would be a much tougher fit for Airbnb's. • There are merits for adding to supply, but we can't regulate Airbnb's, so if we income -restrict it, there would be less participation and a homeowner is less likely to do it because the returns aren't where they need them to be. A discussion ensued and the following points were made: • The AHAC's recommendation is that the county should continue to explore the 17 October 17, 2023 topic and gather public feedback. • AHAC will make a recommendation when the information is available. • Water quality is a big issue and onsite wastewater facilities are alleged to be the biggest contributor to the problem, and now we're going into an area with no public infrastructure that relies on onsite wastewater disposal and we're going to increase the load. Does anybody see that as a problem? • The county will have to explore that to ensure we're not creating groundwater problems associated with this program. • If there are a massive number of failing septic tank systems in the Estates, you're going to increase the load. • That's something the county would determine on a case -by -case basis. • Ms. Cook said they'd have to go through the state Department of Health and the Department of Environmental Protection for the system and either do a modification or add a new system to accommodate a guesthouse. That would be reviewed, permitted and inspected by the state. Acting Chair Faron The recommendation is to revise the wording, as we've discussed, and that will leave us open to a recommendation once we have the information. Action Item: Staff should revise the wording to say that the county should continue to explore the topic and gather the public's feedback and the AHAC would make a recommendation based on the feedback, possibly in the first quarter of 2024. Mr. Giblin continued his presentation on recommendations: • Flexible block configurations. We already have zero development online PUDs. We recently changed our cluster -housing provisions to allow those to help them without needing a conditional use. We don't see any need now for additional changes to flexible -block configurations • Modification of street requirements. We added a new LDC section a couple of years ago to allow for a modification of street requirements. We allow smaller sidewalks and a reduction of streetscaping for developments that include affordable housing. We've had a few developments that looked at it and one used it. It's only been effective for about a year, so it's functioning as intended If any additional recommendations through the review of the Live Local Act come, this is what they would most likely want. • The county needs to have a process of ongoing review for all plans, policies and recommendations that have an impact on the cost of housing. We have that through our Executive Summary system and multiple tiers of citizen boards and the county commission, which make all recommendations. With the transition and creation of the new Division of Housing Policy & Economic Development, the housing policy piece is plugged in here at the Growth Management Department. We have focus teams that review these things in real time to ensure we have an ongoing review process by all parties, so we're going in the right direction. A discussion ensued between Ms. Waller and Mr. Giblin and the following points were made: • Those changes are recommended at the present time. In the future, it would be 1V October 17, 2023 good if we were presented with the Executive Summary, so we can make that actual statement. The AHAC needs an Executive Summary to summarize that you have different groups reviewing something. You need to submit that to us. • Mr. Giblin said anything that involves affordable housing, a policy, recommendation, LDC change, growth management change, is typically presented to the AHAC before going to the Planning Commission. The AHAC has seen the plan amendments for the increased densities. We'll continue to do that and bring those to the AHAC. • Ms. Waller said that as a committee, when the AHAC says it stands behind this, we should have read it to say we stand behind it. She hasn't read these different reports, summaries or a conclusion for the AHAC to read. Acting Chair Faron asked if that's what we're saying. Or are we saying there's a process of ongoing review and here are some changes that have now been made.. She agrees she can't summarize them but there's a process for ongoing review and it's been tweaked over the years and continues to happen. Departments work and talk together and the AHAC recommends that it continues. Mr. Giblin said the AHAC is part of the ADU discussion and reviewing how the county moves forward, what language is written and comes out of the Zoning Division for the AHAC's recommendation for approval. Then it goes to the Planning Commission and the BCC, so this outlines the process and each item runs through that process individually. Acting Chair Faron said the AHAC isn't opining on individual items. We're saying we don't recommend any changes to how the process is reviewed, adopted and then commented on, so it's a process concept. Ms. Waller asked how the AHAC can recommend changes we don't know. Sometimes in the interests of time, things get overlooked and that's not a good statement. Acting Chair Faron said she believes we have a consensus on the idea and the recommendation. This has changed a lot since the last round of comments. Mr. Giblin continued his presentation: • The support of development near transportation hubs, a required incentive under the statute. This implements a recommendation from the 2007 Housing Plan and is on the BCC's November 14th agenda for final adoption. It would increase density from 13 up to 25 units per acre on transportation corridors. • The public land inventory. It's a requirement of the report that you have a process to review public lands to make them available for affordable housing. • In 2018, the BCC adopted a resolution to encourage the co -location of public facilities and housing that's affordable. It's required that a list be produced once a year on any surplus lands that would be maintained on the Real Property Division website. We make properties available, bring them to the BCC for disposition and they can designate properties for affordable housing. We've done this a couple of times recently. The success story coming out of the ground now is the Harmony development on Santa Barbara, 82 units of affordable housing rentals on what once was surplus county land. • The County is also doing the co -location at the Golden Gate Golf course where about 250 affordable units would be built in coordination with other onsite county 19 October 17, 2023 facilities. Staffs recommendation is that the AHAC continue to review the list annually and then it should be promoted and advertised to developers. [The AHAC skipped to 7. d due to time constraints and returned to this section after 7. e] Ms. Waller made a motion to move the AHAC report forward with AHAC's recommended changes. Second by Planning Commissioner Shea. The motion passed unanimously, 8-0. The Final Report will be included in the next agenda after the BCC on November 14th. 20 October 17, 2023 7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS a. FY2023-2024 HUD and FY 2022-2023 & 2023-2024 SHIP Second Round Grant Application Cycle. (L. Carr) Ms. Carr told the AHAC. • The agenda packet contains a public notice sent out by Community & Human Services about the 22-23 second -round SHIP grant application cycle, which is open now. It opened on October 12. • This explains the funding and application process for funds. Acting Chair Faron asked when a determination will be made on the approved grants. Ms. Carr responded that. • It's a process where we put out the app and then take applications. • The pre -application period ends on October 19. If those projects meet the program qualifications, then we'll move forward and invite them to provide a full application from November 1 through November 22, when it closes. • Applications are then presented to the review and ranking committee, which gives us their recommendations and then it's presented to the county manager. • We'll be finished in mid -December. Ms. Sonntag said the AHAC needs to select a member to sit on the review and ranking committee. The AHAC votes every year to recommend a member. A discussion ensued, Mr. Terhune and Ms. Waller expressed interest. Because only one member could sit on the committee due to the Sunshine Law, Ms. Waller volunteered to sit on the review and ranking committee on December 20. Ms. Sonntag said there will be another review and ranking committee meeting in March, the larger cycle. That includes the SHIP program, Emergency Solutions Grant, the HOME Program and Community Development Block Grant. That's for funding sources that will be available. It's a very long and interesting process that sometimes takes two days, but she encourages everyone to think about participating. It's how the dollars are spent in your community. Mr. Terhune asked if she had the date for March. Ms. Sonntag said the dates will be published right after the holidays. The application will come out in January, and we'll publish the dates then. The committee usually meets in early March. b. DSAC Report (H. Roberts) Ms. Roberts detailed her experiences as a non -voting DSAC member at the DSAC's October meeting: • The first Wednesday of this month was the first time she sat on the DSAC meeting. • The DSAC hears presentations on code enforcement, community planning, public utilities, housing policy, growth, transportation, fire review, operations and zoning. 21 October 17, 2023 • We're especially interested in zoning updates and how the review process operates. She was very interested in the transportation portion, and the DSAC talked about new traffic improvements that are being done. • She wanted to know what the AHAC wants to hear from her monthly report. Planning Commissioner Shea asked what she thought DSAC's role is. Ms. Roberts said she believes it's a collaborative process between builders and engineers over how they can improve the review cycle and implementation. She thought it was more builder focused, while she views the AHAC as more developer focused. But they had a lot of opportunities to provide input to the Growth Management Department for affordable housing. Acting Chair Faron said that's what they said the intent was when she was attending the DSAC meetings. There are crossovers, friction points and common areas of concern and interest between the two committees and we'll have a non -voting member of the DSAC here. The DSAC has a non -voting AHAC member and the AHAC gets a non -voting DSAC member so there was cross -communication. She thought an ordinance was created. [The DSAC non -voting member was deleted from the consent agenda item the BCC voted on at its September 12`h meeting and the BCC only approved a non -voting AHAC member sitting on the DSAC]. Attorney Perry noted that the county doesn't have the ability to manipulate the AHAC structure. What the county could do is appoint a DSAC member as part of the AHAC. Commissioner Shea noted the AHAC had a non -voting member from the City of Naples, Ted Blankenship. Acting Chair Faron said the point was that we're trying to improve communication across committees, and she thought we invited the DSAC to have a non -voting member here. If that's not appropriate, maybe they could attend in the audience. She thought it was already decided. She noted Jamie French suggested it. Attorney Perry said the distinction is that inviting someone to sit with the AHAC is different from developing an ordinance, which is passing a law. c. Upcoming Public Meetings (C. Giblin) Mr. Giblin provided a list of meetings: • Golden Gate Hotel conversion to efficiency apartments, which includes an affordable component, will be heard by the Planning Commission this Thursday, October 19, and is -scheduled to go to the Board of County Commissioners on November 14_ • The Ascend affordable community that was presented to the AHAC already went before the Planning Commission and is scheduled to go to the Board of County Commissioners on October 24. • The guesthouse Public Information Meeting is scheduled for October 25 at Lely Regional Library. • JLM Living East on Immokalee Road, near Heritage Bay, a Growth Management Plan amendment with a corresponding rezone to request additional densities, is scheduled to go to the Planning Commission on November 16 and 22 October 17, 2023 the Board of County Commissioners on January 9. • Mattson at Vanderbilt, a 150-unit rental development on Vanderbilt Beach Road is a Growth Management Plan Amendment with a corresponding rezone. It will go before the Planning Commission on December 7 and the Board of County Commissioners on January 24. • The Housing Plan Growth Management Plan Amendments are scheduled to be adopted by the Board of County Commissioners on November 14. • The Collier County Community Land Trust is holding its annual meeting first thing in the morning on November 16 at the Hilton. If you'd like information about registering or want to RSVP, see Michael Puchalla (executive director, HDC of Southwest Florida), who is in the audience. • All the BCC and Planning Commission dates are the ones we have scheduled now. If the review cycle or developer decides to push something, we can send an update. Feel free to attend. d. November Meeting Date Discussion- Scheduled for 11/21/23 (C. Giblin) Because the regular November meeting was scheduled for two days before Thanksgiving, the AHAC discussed alternate dates and moved the meeting to November 28. [Commissioner Hall left the meeting at 10: 39 a.m.] e. Update on the Land Inventory and Marketing It To Developers Acting Chair Faron asked if there were other recommendations on how county land is advertised, or we could talk about it for 2024 or later this year. Are there questions about the recommendation? Ms. Roberts said they could include the list of available properties in the AHAC's monthly agenda packet, so it would be in front of us each month. Mr. Giblin said we can do that. The list usually doesn't change in five years. Ms. Waller asked if there was anything on the list you can identify that we should focus on as a property to bring forward. Mr. Giblin responded that: • The list has been pretty picked through. • The Real Property Division and other government entities say local government is not the business of buying land that we don't need, so if there's something the county owns, there's usually a need or a use for it identified in the future. • As the county purchases more properties, staff can look at how we can incorporate affordable housing into those acquisitions. That's a separate discussion. As far as land that the county already owns, we look at it periodically and there are not many cherries in there. [The AHAC returned to item 6.a] 23 October 17, 2023 8. NEW BUSINESS (None) 9. ADJOURN Mr. Felke made a motion to adjourn the meeting. Second by Ms. Waller. The motion passed unanimously, 8-0. 10. NEXT MEETING DATE 9 a.m. November 28, 2023 Conference Room 609/610 Growth Management Community Development Department There being no further business for the good of the county, the meeting was adjourned by the order of the chair at 10:57 a.m. COLLIER COUNTY AFFO ABLE HOUSING ADVISORY COMMITTEE Jen fifer Faron, Acting Chair These minutes were approved by the committee on (check one) as presented , or as amended l� 24 Co Ie-r COUnty Growth Management Community Development Affordable Housing Advisory Committee Attendance Roster — Date: November 28, 2023 AHAC Members **Must have (6) members for a quorum** Commissioner Chris Hall: Present Gary Hains: Present Stephen Hruby: Present Thomas Felke: Present Jennifer Faron: Present Andrew Terhune: Present Mary Waller: Present Hannah Roberts: Present Todd Lyon: Excused Paul Shea: Present Arol Buntzman: Absent Staff Members James French Department Head, GMCD Sarah Harrington Manager, Planning, Housing Policy & Economic Development, GMCD Derek Perry Assistant County Attorney, County Attorney's Office Cormac Giblin Director, Housing Policy & Economic Development, GMCD Jaime Cook Director, Development Review, GMCD Michael Bosi Director, Planning & Zoning, GMCD Julie Chardon Staff Liaison, Housing Policy & Economic Development, GMCD sa"4 qa"6tq� 2:)CV/0 ;Vc"y 6M4Wgaa Corer County Growth Management Community Development Sign -in Sheet (Public) November 28, 2023, AHAC Meeting Please Print NA REPRESENTING PHONE NO. t 1,0 r I-z--3-k 2VX- d U.r�r Ca .� 23� 707 �yo� Hr ff4-i7- ti 0 a� a CD L Q C) cc z_w C7 � z a zw = w LU � C) m w W oLU � H mx } � � J q[ z co}w— cn c� Cn m m W O cn -J 0 ¢ z a �0 0 w W �CC LU0�Q ¢ p wZLu z m5O Q O LL o o O U o�� uj mO Q M �xLU CD cm w�z0 zoo y' QmC a<m V- O-w� cnLLJ LUwa w Z Lu Q :E 0 � QOm M co z W L9 m o � _ oZD 0 w U p z �, w z � F- O J } ¢ loc 0 co �z Q Lrm 0 w OJ J J � Oz 0 0 z CT w:� > :0 ¢0 z0- w w d Iy- U` w z> w O W =o cn o °C w wY X cn w Cl) m z w �z 0 U_ O JO mrr x� li J O ccn 0 O o "' m� a� LL- 0 w o[ cnw mx O 0 LL �m 0 O LL- Q U w 1-7 O CL � J wQ Qz z0 w(n �- M zw F� o c„ z U)z o 0 U J ED n w J H z cr a w W J a i U) 0 W H LL O LL W J W 0 U.j 1 m H W H z m cr 0 LL 0 w H w J a 0 LUi v J d FORM 8B MEMORANDUM OF VOTING CONFLICT FOR COUNTY, MUNICIPAL, AND OTHER LOCAL PUBLIC OFFICERS LAST NAME, —FIRST NAME—MIDDLErNA ;E � NAME OF�O;RD�, CCIOUNCIL, COMMISSION, AUTHORITY, OR COMMITTEE �kv MAILING ADDRESS - THE BOARD, COUNCIL, COMMISSION, AUTHORITY OR COMMITTEE ON /24 O t it m j\, l� s WHICH I SERVE IS A UNIT F: l`�' %v,/Ri ✓ COUNTY ❑ CITY COUNTY ❑ OTHER LOCALAGENCY CITY � � �� a L ' 6 • NAME OF POLITICAL SUBDIVISION: �*rl U-1 A2 C43WN DATE ON WHICH VQT OCCURRED MY POSITION IS: 4. ' .Zbh-� ❑ ELECTIVE APPOINTIVE WHO MUST FILE FORM 813 This form is for use by any person serving at the county, city, or other local level of government on an appointed or elected board, council, commission, authority, or committee. It applies to members of advisory and non -advisory bodies who are presented with a voting conflict of interest under Section 112.3143;-Florida Statutes. Your responsibilities under the law when faced with voting on a measure in which you have a conflict of interest will vary greatly depending on whether you hold an elective or appointive position. For this reason, please pay close attention to the instructions on this form before completing and filing the form. INSTRUCTIONS FOR COMPLIANCE WITH SECTION 112.3143, FLORIDA STATUTES A person holding elective or appointive county, municipal, or other local public office MUST ABSTAIN from voting on a measure which would inure to his or her special private gain or loss. Each elected or appointed local officer also MUST ABSTAIN from knowingly voting on a measure which would inure to the special gain or loss of a principal (other than a government agency) by whom he or she is retained (including the paerent, subsidiary, or sibling organization of a principal by which he or she is retained); to the special private gain or loss of a relative; or to the special private gain or loss of a business associate. Commissioners of community redevelopment agencies (CRAs) under Sec. 163.356 or 163.357, F.S., and officers of independent special tax districts elected on a one -acre, one -vote basis are not prohibited from voting in that capacity. For purposes of this law, a "relative" includes only the officer's father, mother, son, daughter, husband, wife, brother, sister, father-in-law, mother-in-law, son-in-law, and daughter-in-law. A "business associate" means any' person or,entity engaged in or carrying on a business enterprise with the officer as a partner, joint venturer, coowner of property, or corporate shareholder (where the shares of the corporation are not listed on any national or regional stock exchange). ELECTED OFFICERS: In addition -to abstaining from voting in the, situations described above, you must disclose the conflict: PRIOR TO THE VOTE BEING TAKEN by publicly stating to the assembly the nature of your interest in the measure on which you are abstaining from voting; and WITHIN 15 DAYS AFTER THE VOTE OCCURS by completing and filing this form with the person responsible for recording the minutes of the meeting, who should incorporate the form in the minutes. APPOINTED OFFICERS: Although you must abstain from voting in the situations described above, you are not prohibited by Section 112,3143 from otherwise participating in these matters. However, you must disclose the nature of the conflict before making any attempt to influence the decision, whether orally or in writing and whether made by you or at your direction. IF YOU INTEND TO MAKE ANY ATTEMPT TO INFLUENCE THE DECISION PRIOR TO THE MEETING AT WHICH THE VOTE WILL BE TAKEN: • You must complete and file this form (before making any attempt to influence the decision) with the person responsible for recording the minutes of the meeting, who will incorporate the form in the minutes. (Continued on page 2) CE FORM 86 - EFF, 1112013 PAGE 1 Adopted by reference in Rule 34-7.010(1)(f), F.A.C. IAPPOINTED OFFICERS (continued) • A copy of the form must be provided immediately to the other members of the agency. • The form must be read publicly at the next meeting after the form is filed. IF YOU MAKE NO ATTEMPT TO INFLUENCE THE DECISION EXCEPT BY DISCUSSION AT THE MEETING: • You must disclose orally the nature of your conflict in the measure before participating. • You must complete the form and file it within 15 days after the vote occurs with the person responsible for recording the minutes of the meeting, who must incorporate the form in the minutes. A copy of the form must be provided immediately to the other members of the agency, and the form must be read publicly at the next meeting after the form is filed. DISCLOSURE OF LOCAL OFFICER'S INTEREST I, 1 I', hereby disclose that on 20 23 (a) A measure came oAw4LG@;ae before my agency which (check one or more) inured to my special private gain or loss; inured to the special gain or loss of my business associate, _ inured to the special gain or loss of my relative, ^� inured to the special gain or loss of Twk — cuL4. N LA [.1ia CCC L�' by whom I am mga4r 94-,; or -5 JtYw"j O F -AVE.dAitS� pl1'ticc�i�(Z. inured to the special gain or loss of which is the parent subsidiary, or sibling organization or subsidiary of a principal which has retained me. 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IlWr7 PAM a %G ,r 'Fqj(%IX!F fAc Octo 2022 Collier County, Florida AGE -FRIENDLY ACTION PLAN COMMUNITY HEALTH �'_'� ►� '•fir IN r;;}= I + Collier County Age -Friendly Action Plan 2022 If ' III• 1\1, ` � � ��; Ili►►"- s I TABLE, F CONTENTS'`; 4 COLLIER COUNTY AGE -FRIENDLY INITIATIVE 5 INTRODUCTION 6 EXECUTIVE SUMMARY 7 DEDICATION 8 ACKNOWLEDGEMENTS 9 FLORIDA ALIGNMENT 10 12 PROCESS MISSION & VISION li4l 13 AARP LIVABILITY INDEX I 14 8 DOMAINS OF A LIVABLE COMMUNITY COMMUNITY PROFILE a 16 POPULATION 18 LIFE EXPECTANCY LANGUAGESSPOKEN 16 19 INCOME EMPLOYMENT UNEMPLOYMENT COMMUNITY HEALTH PROFILE 20 COUNTY HEALTH RANKINGS & ROADMAPS 20 27 SHARECARE COMMUNITY WELL-BEING INDEX THE LOCAL PUBLIC HEALTH SYSTEM 29 HEALTHY COLLIER COALITION 30 HEALTH EQUITY COMMUNITY HEALTH PRIORITES PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE 33 SUICIDE CHIP WORKGROUP UPDATE UNINTENTIONAL POISONING DEATHS 34 DRUG & ALCOHOL -INDUCED MENTAL DISORDERS INVOLUNTARY EXAMINATIONS SELF HARM OPIODS 35 TOBACCO & VAPING LONELINESS & ISOLATION 36 COLLIER COUNTY AGE -FRIENDLY ACTION PLAN 36 SOCIAL PARTICIPATION 38 RESPECT & SOCIAL INCLUSION 31 33 �"I• ►� '•fir IN r;;}= I + Collier County Age -Friendly Action Plan 2022 �I �r � � ��; Ili►►- s TABLE OF CONTENTt',_). 4 �.. , r PRIORITY 2: ACCESS TO CARE 40 HEALTH INSURANCE COVERAGE PRIMARY CARE CHIP WORKGROUP UPDATE 41 BUILT ENVIRONMENT HOUSING 40 TRANSPORTATION 42 COLLIER COUNTY AGE -FRIENDLY ACTION PLAN 42 COMMUNICATION & INFORMATION 44 HOUSING 45 TRANSPORTATION 46 OUTDOOR SPACES & BUILDINGS PRIORITY 3: CHRONIC DISEASE 53 LEADING CAUSES OF DEATH CANCER HEART DISEASE & STROKE CHRONIC DISEASE PREVALENCE 53 54 OVERWEIGHT & OBESITY CHIP WORKGROUP UPDATE PREVENTABLE HOSPITILIZATIONS 55 COLLIER COUNTY AGE -FRIENDLY ACTION PLAN 55 COMMUNITY SUPPORT&HEALTH SYSTEM PRIORITY 4: HEALTH OF OLDER ADULTS 59 POPULATION GROWTH HOUSING CHIP WORKGROUP UPDATE EMPLOYMENT 59 60 DEMENTIA 65+ HEALTH -RELATED EVENT 61 COLLIER COUNTY AGE -FRIENDLY ACTION PLAN 61 CIVIC PARTICIPATION & EMPLOYMENT HEALTH EQUITY 63 HEALTH EQUITY TERMS SOCIAL DETERMINANTS OF HEALTH 64 INCOME POVERTY 65 HOMELESSNESS 63 DISABILITIES 66 FOOD & NUTRITION EDUCATION 67 MATERNAL & INFANT HEALTH 68 LG BTQ+ PREMATURE MORTALITY (YPLL) %L ip- ` I i Collier County Age -Friendly Action Plan 2022 I' �` r •? 4 }�, 4 r � `fir/+ �\ � �,��' �. ••,,, \NIN v TABLE\\Q,F CONTENTS`, << _V;, CONTINUING HEALTH PRIORITIES 69 STDs HIV AIDS 70 COVID-19 TUBERCULOSIS MONKEYPDX CONCLUSION REFERENCES APPENDICES 74 METHODOLOGY 75 MAPP ASSESSMENTS 76 COMMUNITY HEALTH STATUS ASSESSMENT 77 COMMUNITY THEMES & STRENGTHS ASSESSMENT 79 FORCES OF CHANGE ASSESSMENT 80 LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT 69 71 72 0 73 1 t Collier County Age -Friendly Action Plan 2022 AARP AGE -FRIENDLY STATES AND COMMUNITIES INTRODUCTION In 2020, through the Collier County Community Health Improvement Planning (CHIP) Committee, the Healthy Collier Plan was developed with a focus on the Top 5 Health Priorities identified through the 2019 Collier AGE -FRIENDLY County Community Health Assessment (CHA). The Top 5 Health i T Priorities were, Access to Care, Mental Health, Chronic Disease, Alcohol COLLIER and Drug Use, and Health of Older Adults. Through the CHIP, a Health of Older Adults workgroup was established, and the workgroup developed the "Live Well, Age Well" Logo (Figure 1). '•\/ �/ Figure 1 The workgroup's goal was to increase capacity for older adults to age in place safely and comfortably, with appropriate resources in a livable community. As well as taking advantage of the opportunities and meet the challenges presented by the growing number of older adults in Southwest Florida. The strategy to achieve that goal was to join the AARP Network of Age -Friendly States and Communities. As the Collier County Age -Friendly Initiative progressed, it became clear that Age -Friendly is "For all Ages and Every Stage of Life". Throughout 2020, the Health of Older Adults workgroup completed the AARP Network of Age -Friendly States and Communities application, and built community support by gathering Letters of Support. The application and Letters of Support were then routed to the Board of Collier County Commissioners for membership support of Collier County into the AARP Network of Age -Friendly Communities. A Letter of Commitment signed by the jurisdiction's highest elected official was required for application submittal. In July 2020, Resolution No. 2020-117 was adopted and in September 2020 Collier County was accepted into the AARP Network of Age -Friendly Communities (Figure 2). "Aging is a lifelong process whereby and age -friendly community is not just "elder friendly" but also intended to be friendly for all ages." (Resolution 2020-117) In April 2021-July 2021, the Collier County Age -Friendly workgroup (a subgroup of the CHIP Health of Older Adults workgroup) was established to work on the next steps of the Collier County Age - Friendly Initiative. The workgroup learned about the Age -Friendly process, benefits, membership requirements and sought community engagement to represent the 8 Domains of Livability. YtPQ si6ilities THIS IS TO CERTIFY THAT Collier County, Florida h. committed W becoming more age-Friand$•vader the criteria established by AAkP end has Leen accepted ae a meruher of The AARP Network of Age -Friendly States and Conmimnities T7118 CEMF1CATION IS YALM IRNRI 3cptam6ar go. =22 Now A. Lrabfowd. CRiejAdlgcrtl'yl and Lkpaprraeat QQEnr w btx ux rn , srarE At+o r,A�i o-vAf. AEFASRS AARPI WASH64CrON. Q.C. Ie.Au�,. a � � e. OU A021h9k .___ �.._. iCILLV1eli�L A�ICLIL<ii�llik OI Ib1 Wat6 lEwlW Qpm4utmGfK+.i NK.xl:for Aa.Friwdh pis and r�Mw. AARP.crVAg.Frienhlr Figure 2. Collier County Age -Friendly Action Plan 2022 O EXECUTIVE SUMMARY On behalf of Collier County, and its residents, we are proud to present the Collier County Age -Friendly Action Plan. This plan reflects our dedication to making Collier County a safe, livable place where people can age, remain, and thrive with dignity and respect —A Community for a Lifetime. Collier County has a rapidly growing population, with the number of residents aged 65 years and older almost twice the national average. By 2030, one in every five people in the U.S. will be 65 years or older, compared to Collier County where one in every three people are 65 years and older (31.5 % of our population) in Collier County. As the population in the U.S ages, and people live healthier, more active, and longer lives, communities must adapt to their needs. The AARP Network of Age -Friendly States and Communities helps participating communities become great places for all ages by adopting features such as safe walkable streets, better housing and transportation options, access to key services, and opportunities for residents to participate in community activities. Through the collaborative efforts of the Leadership Coalition on Aging (LCA), Collier County has been officially accepted as part of the AARP Network of Age -Friendly States and Communities, a program providing the county with access to national and global research, best practices, and planning models. Collier County has joined Florida and many other cities and counties in the state who have received this designation. Through Resolution No. 2020-117, Collier County, and the LCA established a Collier County Age - Friendly Steering Committee and Workgroup formed to develop and ultimately implement a Collier County Age -Friendly Action Plan. Committee and workgroup members include representatives from various community organizations, businesses, and institutions who are subject area experts in various fields in the community. The program emphasizes both the built and social environment as well as support and services. The AARP Network of Age -Friendly States and Communities is a resource that can help local leaders prepare and ultimately change our communities to become great places for everyone to live. By becoming a member of AARP Network of Age -Friendly States and Communities, Collier County has committed to giving our older residents the opportunity to live rewarding, productive, and safe lives. This action plan is part of an evolving process and system of changes. There are many challenges, but as we strive to meet the needs of residents of all ages, we look forward to ensuring that Collier County is a vibrant, livable, age -friendly community for generations to come. Collier County Age -Friendly Action Plan 2022 O DEDICATION Charles D. (Doug) Hartman III We gratefully acknowledge all those who participated in creating this plan. We would like to dedicate this plan to Doug Hartman. The Collier County Age -Friendly Steering Committee would like to recognize Charles D. (Doug) Hartman III who was a passionate advocate for the Collier County AARP Age - Friendly Initiative. Doug was involved in the initial phases of the Collier County Age - Friendly Initiative, and helped secure funding from the Collier Community Foundation to ensure the success of this initiative. Doug was a graduate of West Point, and served in the U.S. Army, which included two tours in Vietnam for which he received various commendations including a Silver Star and Purple Heart. Doug's career involved work in the banking and oil industries and served as an international consultant. During his retirement, Doug co-founded the Step Smart program where he served as President. Doug served on the Board of Directors of the Greater Naples Leadership Council and the Naples Council on World Affairs. Doug also played an active role in the Leadership Coalition on Aging. We thank him for the immeasurable contributions along the way. Doug passed away on September 20, 2021, after a battle with cancer. Collier County Age -Friendly Action Plan 2022 4 ACKNOWLEDGEMENTS The Collier County Age -Friendly Initiative would not be possible without the collective work and impact of supporters and partner organizations. The Leadership Coalition on Aging (LCA), specifically Tammy Wilkinson, Chair of the LCA at the time, spearheaded the application process to AARP and garnered the support of the Collier County Commissioners. The LCA has been crucial in all stages of this project and has helped us put together the foundational framework for the sustainability of the initiative. We gratefully acknowledge the funding provided through the Collier Community Foundation. The Collier County Age -Friendly Initiative has benefited at all phases from the guidance and collaboration from several partners and organizations that came together with the common goal of shaping our community for all ages. The lead collaborators of which we warmly thank for their donation of time, knowledge, and support are: • Leadership Coalition on Aging • Florida Department of Health in Collier County • AVOW Hospice • Collier Senior Services • Senior Advocacy Group • Collier County Emergency Medical Services • Board of Collier County Commissioners • Collier Community Foundation • AARP Florida Additionally, 36 organizations have come together either during the Action Planning Retreat or cluster workgroup meetings. Their logos are displayed below: " Senior Advocacy Group F r A Public Benefit Corporation • lO ° HEALTH Collier County A healthcare collier county Ii \ network cat4:cw:auunanu n;I% NEIGHBORHOOD ENHANCEMENT v i H U N G E R & HOMELESS COALITION t.4 OF COLLIER COUrvT' Habitat for Humanity® STEP SMART COLLIER of Collier County Fan'•rroejdar Tiraaiarpa N AP LES SENIOR CENTER • NI W t AA F i 5LN 10 •: �COMMUN/T',IiBsl� �� T NAPLES CHILDREN COLLIER COUNTY NCEF —COMMUNITY— LAND TRUST EDUCATION FOUNDATION 00\,\.\ER COUNT` 63, BLUE ZONE5 PROJECT' lz COLLIER - COMMUNITY ` I FOUNDATION" O SM1p+y±RVI• •A••Resource Leadership Coalition on Aging "Avow l"ULLltti��rAKC7 (� RE i-PROOF Resideirtial OPtimsaf Florida [CA COLLIERL' CENTER Ri; Navigate •Educate •Empower DEMENTIA CARP. & CURE III I LAI WI': SENIORS •%` Collier senior center Q gmeriCorps co�oE=N ,are Seniors BlueBook •`!�• vibrant • tliver°e •caring RSVP U.pELDE�ol R AFFAIRS srnre. or FtgRinA _AJe i111_ p HELP NAPEES PATHWAYS COALITION Sale. bikeable. walkable c°—nities Area RURAL NEIGHBORNOOI]S Agency on Aging _ FOR BOu7XVEfi7 FLORIDA PARKINSONIS "'v Association of Southwest Florida Collier County Age -Friendly Action Plan 2022 O AGE -FRIENDLY FLORIDA STATE ALIGNMENT 21.6M Floridians 4.5M 65+ SO WE ALL CAN LIVE AND LIVE WELL! In Collier County, coordinating and aligning age -friendly efforts with the statewide 2 M movement represents the natural 75+ progression of work that the state started nearly 30 years ago to help foster an 100+ fastest environment that positively impacts the growing age health and well-being of older adults. group in Florida 583K In the past several years, the movement has gained even more momentum. 85+ 11-140lKi, As of May 2022,45 counties, cities, and communities across the state of Florida joined the AARP Age -Friendly Network. In 2016, the first Age -Friendly Sharing Symposium was held, and in 2018 statewide partners began the Advancing an Age -Friendly Public Health System project to make our public health systems work better for older adults. Since taking office, Governor DeSantis has established a number of initiatives to support Floridians living with dementia and their caregivers so they too can live well. In April of 2019, Florida became the 4th state in the nation to earn the Age -Friendly designation. Through this designation, Florida will continue its efforts to establish Livable Communities across the state where we all can live and live well! 1 Collier County Age -Friendly Action Plan 2022 0 AGE -FRIENDLY PROCESS On August 23, 2021, the Collier County Age -Friendly Steering Committee conducted a virtual Action Planning Retreat (Figure 3). The retreat's purpose was to launch the process of building the Collier County Age - Friendly Action Plan by highlighting community resources and accomplishments, identifying challenges, and bringing together County leaders, partners, Livable Florida - DOEA (elderaffairs.org) and stakeholders working in the 8 Domains of Livability to begin Age -Friendly planning for Collier County. The 8 domains are, Community Support and Health System, Housing, Transportation, Communication and Information, Social Participation, Respect and Social Inclusion, and Outdoor Spaces and Buildings. At the Action Planning Retreat, the 8 Domains of Livability were grouped into three clusters in order to compile resources, and information needed for the action plan. The cluster groups met several times during September -December 2021 to create the goals, objectives, strategies, and action items for each domain under the clusters. Clusters: Built Environment • Housing • Outdoor Spaces & Buildings • Transportation Social Environment • Civic Participation • Social Participation • Respect & Social Inclusion Support & Services • Communication & Information • Community Support & Health Services Figure 3. Collier County Age -Friendly Action Plan 2022 0 AGE -FRIENDLY PROCESS z PLAN Dn & Step 2: Develop to an Action Plan (Years 1-2) EVALU E IMPLEMENT ent to Step 3: Implement & le of Evaluate Action Plar Age -Friendly Steering Committee completed and submitted the Age -Friendly application September 2020 Health of Older Adults workgroup formed February 2020 March 2020 Age -Friendly workgroup formed Action items for each domain created Implement and December 2021 Submit Collier County Age- work toward the goals of the plan Age -Friendly Action Plan Friendly Action Plan to AARP fo Retreat review 2022-2025 August 2021 September 2020 Collier County acceptedinto the AARP Age - Friendly Network October 2021 Domain cluster groups formed October 2022 July 2022 Collier County Age -Friendly Action Plan completed September 2025 Assess the plan's impact and submit progress reports to AARP Share solutions, successes, and best practices with AARP 2025+ 2026+ Repeat! Collier County Age -Friendly Action Plan 2022 MISSION & VISION Mission: To collectively improve the quality of life and build a healthier age -friendly livable community for residents of all ages. Vision: To be the most livable community in America to live, work, and play for all. There are numerous benefits to being a part of the AARP Network of Age -Friendly States and Communities such as public recognition for committing to becoming age -friendly, resources for identifying and assessing Collier County's needs, access to technical assistance and expert -led webinars, support, and best practice materials from AARP. As a member of the network, Collier County community leaders and local government has committed to work on identifying and understanding community needs, serve as an organizing structure for making community improvements, fostering partnerships among community groups and local stakeholders, recognize and improve programs and services that address challenges for older adults and create opportunities for all residents to remain involved in our community as they age. As a result, Collier County will be able to tackle problems systematically, and have an increase in the already strong support for community -based programs and services that sustains an age -friendly community. Collier County Age -Friendly Action Plan 2022 AARP LIVABILITY INDEX( A number of resources were used to help planners determine priorities and action steps, including the AARP Livability Index, and information provided by County statisticians on population, behavioral, and statistical trends, results from the 2019 Collier County Community Health Assessment, and input from older adults collected through focus groups and surveys. Collier County received relatively moderate scores on the AARP Livability Index. This index uses a scale of above average (67-100), average (34-66) and below average (0-33). The County's highest score was in Environment (61). Scores in the higher end of the average range were Neighborhood (44); Transportation (57); Health (51); and Engagement (58). The County received below -average scores in the opportunity index category, a concern to which the Age -Friendly Workgroup and County is keenly attuned and is devoting significant efforts toward, along with a focus on the Housing and Transportation categories. COLLIER COUNTY TOTAL INDEX SCORE 53k COLLIER COUNTY CATEGORY SCORE OHOUSING Affordability and access 44 NEIGHBORHOOD Access to life, work, and play OTRANSPORTATION Safe and convenient options 62 ENVIRONMENT Clean air and water OHEALTH Prevention, access, and quality 67 E,NnGAGEd social �MENT Civ40ement OPPORTUNITY Inclusion and possibilities Collier County Age -Friendly Action Plan 2022 8 DOMAINS OF A LIVABLE COMMUNITYZ The 8 Domains of Livability framework helps to identify and address barriers to the well-being and participation of older adults. The availability and quality of these community features do not only impact older adults, but also aid in making communities more livable for people of all ages. 1.Community Support & Health System Providing adequate access to all levels of healthcare and offer services that promote, maintain, and restore health. Community support including delivery of services, social services, and widespread information and resources for emergency planning is vital to older adults. 2. Housing Availability of housing that is affordable, safe, and in close proximity to businesses and services in the community. In addition, housing that is near public transit or has links to public transit make it easier for people of all ages to live in and get around. Furthermore, adapted housing that meets the needs of older adults and disabled people should be provided. 3. Transportation Reliable transportation options, that allows all areas and services in a community to be accessible with public transportation, with adaptations to accommodate disabled individuals. 4. Communication & Information Having continued and widespread distribution of information in place to reach all individuals and effectively inform residents of the services, programs, and resources available in the community. S. Social Participation Having affordable and conveniently located events, activities, and opportunities for social engagement tailored to all ages, including older adults. 6. Respect and Social Inclusion Actively promotes, engages, and celebrates the valuable contributions of all older adults in the community. 7. Civic Participation & Employment The availability of sufficient and varied employment, volunteering, and training program opportunities tailored to older adults. Older adults should be included in the decision -making processes in both private and public sectors to effectively meet their needs. 8. Outdoor Spaces & Buildings Ensuring that there are clean and pleasant green spaces and outdoor seating, adequate pedestrian infrastructure that includes well maintained and unobstructed sidewalks, appropriate curbs to accommodate wheelchairs, and pedestrian crossings that allow enough time for older adults to safely cross. Additionally, the buildings and businesses within the community should be similarly secure, welcoming, and accessible for all ages and abilities. Support & �� 11 DOMAINS OF A LIVABLE COMMUNITY2 Each time one of the 8 domains are covered throughout the CHA, the coordinating icon will be depicted. tilousing- • IGI,�'16 MEN 5 p0 r1 0147 Scation & OR ••• 7 0 = t � 1 .aA 7- 6- ation & ,N Aft socialI �j. o� 70articipz `�Am_—1 Collier County Age -Friendly Action Plan 2022 �1 6 COMMUNITY PROFILE Population Growth6 1 • Community characteristics such as i 'lli_ Growth 4r 4tion er County race, ethnicity, and socioeconomic Populstatus are important factors to be n�� From • • • I �� considered when planning for health services. Local policies and programs can target these factors to create 351,768 386,478 positive health outcomes. Collier County's population has increased almost 10% from 2016. In 2019, 7% of Collier County's population were veterans. 96% of veterans were male and 4% were female. 15 Population by Age 6 Population by Races 0-19 20-64 ZO% Seasonal Population Increase Annually 6 - 7% 3% 65+ Whited Hispanics Black Other Asian:1.4% Native American:.2% Other Race: 2% Hispanic Older Adults Population Increase Population Increase from 2016 to 2020 6 from 2016 to 2020 6 The resident population in Collier County is expected to grow 349/6 over the next 25 years to bring the population to over half a million residents in 2045.31 The Hispanic population continues to grow year after year with a 17% increase from 2016 to 2020.6 Each year from October to May, the population increases by 20% as seasonal residents and migrant farm workers occupy their winter homes. The largest proportion of these seasonal residents and visitors are 65 and older creating the need for an increased level of services during this time frame. 6 Collier County Age -Friendly Action Plan 2022 COMMUNITY PROFILE Population Distribution 200532 On the maps, red represents general areas of higher population density and the depiction of height represents the relative population density of each transportation analysis zone. A few regions of the county that are currently rural and sparsely populated, are designated for urban and suburban development gradually increasing the need for a higher level of health services. As the population of Collier County increases, those regions are expected to become more densely populated. Land development and demand for housing near the coast continues to increase land values to a level that is not affordable for average workers. Over time, the planning and zoning policies combined with demand for housing and Population Distribution 205032 development disincentivized affordable housing and led to average income earners having few options. Also, the lucrative agri-business that developed in the northeastern part of the county attracts migrant farm workers and lower cost housing, which created a suburban community that is mostly separated from the rest of the county. The limited land area for growth and development combined with continuing and growing demand for housing for high-, middle-, and low-income families will continue to pose a unique dilemma for policy makers as they work to make Collier County a place where all people can experience optimal health. Collier County Age -Friendly Action Plan 2022 18 COMMUNITY PROFILE Life Expectancy,, Collier 0 Florida 0 U.S. Population by Gender 6 Male 0 Female I a Male Life Expectancy Female Life Expectancy Percentage of Females in at Birth 6 at Birth 6 the population 6 Analyses of population characteristics can result in statistically predictable health status outcomes within a particular community. Following these data and analyses can help uncover familiar and emerging trends at the local level. These trends also enable the assessment of current unmet and future health needs in specific subgroups and vulnerable populations. Languages Spoken15 As of 2020, residents of Collier County have a life expectancy that is one of the highest in the US at 85 years, which is significantly higher than the Florida average by over 6 years. Since females have a higher life expectancy, as the older adult population grows, the ratio of females to males is also expected to increase. Other Languages Spoken � Indo- 0 Asian/Pacific Other English 0 Other Language Spanish 0European Islander (Haitian Creole) Collier County Age -Friendly Action Plan 2022 0 COMMUNITY PROFILE Income Median Household Income, 20206 Collier Florida U.S. Median or average incomes only tell part of the story of disparate income levels within a county. A quintile equates to one -fifth of the households in Collier County; thus,18% of the population has a median household income of $24,999 or less, almost 60 % of the population has a median household income of $49,999 or less, while 16% of the population has a median household income of $100,000 or greater. The top 5 percent of households in Collier County have an income of more than $250,000 (the highest threshold broken out by US Bureau of the Census). s Collier County is one of the most economically disparate counties in the United States with some of the wealthiest households in the nation juxtaposed against 32.5% of households that are cost burdened. The significant income gap and high cost of living contribute to inequities in Collier County and are reflected in the health outcomes of Collier County residents. The county contains urban, suburban, and rural communities. The sub -tropical climate, Florida Gulf Coast beaches, and paradise -like setting of western Collier County attract 80?*k" wealthy families, retirees, seasonal residents, and visitors from around the world. In addition, over 80% of the land area in the county is in conservation or agriculture, limiting the amount of growth and development. These factors result in high property values, a lack of affordable housing, and significant income inequality. Employment Unemployment Top Three Employment Categories & Annual Wages, 2020 8 Trade, Transportation & Utilities - $48,629 Leisure & Hospitality - $33,379 ® Vp Education & ,�'r�,`�, Health Services - $62,558. In 2020, the unemployment rate for Collier County was (6.9% v 3.3%) higher than the average rate for Florida. There was an unusually high rate of unemployment that was seen throughout the United States. s Collier County Age -Friendly Action Plan 2022 COMMUNITY HEALTH PROFILE When it comes to health outcomes, Collier County is known as a state and national role model. Two of the most recognized national ranking programs (County Health Rankings and Roadmaps & Sharecare Community Well -Being Index) have consistently placed Collier County in top positions for several consecutive years. These results are reflective of partnerships among and within the pubic and private sectors working toward a unified vision. County Health Rankings and Roadmapsz For the 8th year in a row, Collier County has been ranked the 2nd County Health e ,..,N... a cr,.,a healthiest county in Florida according to the 2022 County Health r Rankings & Roadmaps tool released by the University of Wisconsin A Robert Wood Johnson Foundation program and the Robert Wood Johnson Foundation. �R 1st loth 25th 39th 53rd 67th Collier County Overall Health Rankings Out of 67 Counties 2019 2020 2021 2022 Overall Health . Overall Health . Outcomes Factors Overall Health Length of Life: 3rd Outcomes: Quality of Life: 4th Overall Health Health Behaviors: 5th Factors: Clinical Care: 6th Social and Economic Factors: 20th Physical Environment:58th Collier County has remained the 2nd healthiest county in Florida since 2014 for health outcomes, but has fluctuated in rank for health factors over the years. Collier County had a higher than average score regarding uninsured residents, severe housing problems, excessive drinking, teen births and air pollution. The county also had lower than average scores regarding the ratio of mental health providers to residents, college attendees, and access to exercise opportunities. Collier County Age -Friendly Action Plan 2022 �2, COMMUNITY HEALTH PROFILE County Health Rankings and Roadmaps ,2 Health is more than what happens at the doctor's office. As illustrated in the model below, a wide range of factors influence how long and how well we live from education and income to what we eat and how we move to the quality of our housing and the safety of our neighborhoods. Quality of Life Mental ro Health (50%) Low Birthweight Community Safety Physical Environment (10%) Besides being ranked 2nd overall in Florida, Collier County is among the nation's top performers for several of the indicators used to calculate the rankings. The County Health Rankings & Roadmaps program is a collaboration between the Robert Wood Johnson Foundation and the University of Wisconsin Population Health Institute. The annual County Health Rankings measure vital health factors, including high school graduation rates, obesity, smoking, unemployment, access to healthy foods, the quality of air and water, income inequality, and teen births in nearly every county in America. There are two main rankings used to compare all the counties within a state to each other, Health Outcomes Overall and Health Factors Overall. The Health Outcomes rank includes two indicators: length of life and quality of life. The Health Factors rank includes four indicators: health behaviors, clinical care, social & economic factors, and physical environment. Years of Potential Collier 2022 U.S. Top Performers 2022 Florida 2022 Life Lost (YPLL) Per loo.000Population 5,500 5,600 7,500 Collier 2019 U.S. Top Performers 2019 Florida 2019 5,300 5,400 7,200 Average Poor Collier 2022 U.S. Top Performers 2022 Florida 202 Mental Health Days Per Month GL 4.5 4 4.5 PP Collier 2019 U.S. Top Performers 2019 Florida 201 405 1 3.5 3.1 3.8 Percentage of Collier 2022 U.S. Top Performers 2022 Florida 20 Low Birthweight 7% 6% 9% Collier 2019 U.S. Top Performers 2019 Florida 201 0 7% 6% 9% ,uality of Life Percentage of Collier 2022 U.S. Top Performers 2022 Florida Adults with Fair or Poor Health 19% 15% 18% Collier 2019 U.S. Top Performers 2019 Florida d 16% 12% 19°/ 0117il17AIIj011wM:I=VIM0:■UM0 Percentage Collier 202 S. of Adult Smokers 16% Collier 2019 .S. 11% Top Performer lorida 202 15% 18 0 Top Performers 2 lorida 20 14% A[ 15% Percentage Collier 202 of Obese Adults 26% Collier 2019 .S. 21% Percentage of Collier 2021 I.S. Excessive Drinkers 23% Collier 201 10 U.S. 15% 2 M M Top Performers IVrida 30% 26° 4 Top Performers 2011 01 Florida 20 26% 27% Top Performer rida 2022 15% 20% Top Performers 2019 Florida 20 13% 18% Number Collier 2022 .S. Top Performers 2022 of Teen Births 19 11 Collier 2019 4D .S. Top Performers 22 14 11 Florida 20 18 Florida 2 23 Percentage Collier 202 .S. Under 65 Uninsured 21% Collier 2019 .S. 22% Ratio of Population to Primary Care Providers Ratio of Population to Mental Health Providers Ratio of Population to Dentists C� Top Performer lorida 20 6% Al I 16% Top Performers 2 lorida 201 6% it 15% Collier 1,250: 14D Collier 2019 .S. 1,380:1 ollier 202 .S. 930:1 Collier 201 1,050:1 9 U.S. Collier .S. 1,480:1 Collier 2019 .S. 1,520:1 Top Performers 2 lorida 20 1,010:1 A[ 1,370:1 Top Performers 201 lorida 201911 1,050:1 11 1,390:1 Top Performers 2 rida 2022 250:1 4k 550:1 Top Performers 2019 Florida 2019 310:1 11 670:1 Top Performers 2022 Florida 20 1,210:1 1,630:1 Top Performers 201 Florida 2019 1,260:1 1,700:1 Percentage of —Collier 2 .S. Top Performer lorida 202 High School141 Completion 88% 9401b 89% Collier 2019 op Performers 201 riorida 201 89% 96% 82% Economic. Percentage Collier 2 ff .4% 7.7 p Performer rida ofUnemployment b.6 Collier 2019 .S. Top Performers 201 lorida 201911 4.1 % 2.9% 4.2% Ratio of Household Income Inequality Collier 202 .S. 4.9 Collier 201 4.5 9 U.S. Number of Collier 2022 .S. Injury Deaths 82 Collier 2019 .S. 49 77 Top Performer Florida 2022 3.7 4.6 Top Performers 2019 Florida 2019 3.7 11 4.7 Top Performers 2022 Florida 20 61 87 Top Performers 201 Florida 2019 57 76 Collier County Age -Friendly Action Plan 2022 COMMUNITY HEALTH PR ILE County Health Rankings and Roadmaps z Collier County Health Factors Physical Environment Physical Environment Physical Environment County Health Rankings Summary While Collier County out scores Florida and the U.S. top performers often, over the last four years, a majority of health indicators have had a negative increase or decrease in scores. Health indicators such as injury deaths, excessive drinking, and adults who are smokers or are obese have been on the rise. The effects of COVID-19 on these and other County Health Rankings indicators should be taken into consideration when observing poorer health factors and outcomes, as the pandemic unveiled disparities and weaknesses in the health system throughout Collier County, Florida, and the nation. With that said, teen births, the percentage of uninsured, and the ratios of health providers to residents, have seen improvements since 2019. By acknowledging the opportunities for improvement, the local public health system can utilize and focus it's resources to address the areas of concern. Collier County Age -Friendly Action Plan 2022 CD BLUE ZONES PROJECT f.: sharecare • Community Well -Being Index Well -Being Index Overall Scores Collier County: 71 #5 of 67 Counties SWFL: 72 Nation: 61 COMMUNITY HEALTH PROFILE Sharecare Community Well -Being Index.,,i For the sixth straight year, the Southwest Florida region was among the top quartile for wellbeing scores across 383 U.S. communities, with an overall well-being score of 72, based on data collected in 2021 as part of the Sharecare Community Well -Being Index. Measured on a scale of 0 to 100, with 100 representing the greatest possible well-being, Sharecare's Community Well -Being Index evaluates health risk across 10 domains: five domains to represent well-being tied to individuals and five domains to contextualize the social determinants of health (SDOH), that define environment and surroundings. Well -Being data for the Community Well -Being Index was collected through the RealAge Test Collier County Areas of Opportunity Collier County Age -Friendly Action Plan 2022 COMMUNITY HEALTH PROFILE Sharecare Community Well -Being Index34,35 In partnership with Boston University School of Public Health (BUSPH), anchored in their Biostatistics and Epidemiology Data Analytics Center (BEDAC), the Sharecare Community Well -Being Index measures 10 well-being domains to illustrate the importance of interventions for addressing individual health and social needs and risks, systemic and population -based inequities, social determinants, and more. Collier County scored equal to or higher than the national average on 7 out of 10 Well -Being Index domains Well -Being Framework Well -Being Index Domain Scores Social: Collier County 71 SWFL 71 National Average 66 Residents have supportive relationships and love in their lives. Community: Collier County 71 SWFL 71 National Average 65 Residents like where they live, feeling safe and having pride in their community. Purpose: Collier County 70 SWFL 70 National Average 65 Residents like what they do each day and are motivated to achieve their goals. Physical: Collier County 72 SWFL 73 National Average 67 Residents have good health and enough energy to get things done daily. Financial: Collier County 69 SWFL 70 National Average 61 Residents manage their economic life to increase financial security and reduce stress. Healthcare Access: CollierCounty56 SWFL56 National Average60 Residents can find healthcare facilities or resources easily. Food Access: Collier County 59 SWFL 58 National Average 61 Healthy food retailers or grocery stores are easily available. SDOH Resource Access: Collier County 49 SWFL 48 National Average 46 Frameworkd t) Key community resources such as libraries, churches, and senior employment are easily available. Economic Security, Collier County 54 SWFL 52 National Average 52 Residents are employed, insured, and otherwise stable financially. Housing & Transportation: Col I ier County 64 SWFL 61 National Average 58 JHousing values are stable, public transportation is supported, and more. Collier County Age -Friendly Action Plan 2022 THE LOCAL PUBLIC HEALTH SYSTEM The Age -Friendly Action Plan and Community Health Assessment involved the collaboration of the entire local public health system in Collier County, which includes a multitude of organizations, sectors, and disciplines that contribute to the overall health of the community. HOSPITALS, HEALTH CENTERS, EMS, NURSING HOMES 4dk-W— COMMUNITY SERVICES PARKS f` & R E� � a TOURISIM t LAW ENFORCEMENT / BI TRANSPORTATIOI\ I�0 SCHOOLS `�� _,� HEALTH DEPARTMENT HEALTHY COMMUNITY �� FOODS CENTERS 1 1I 1 Collier County Age -Friendly Action Plan 2022 ro HEALTHY COLLIER COALITION In 2020, the Healthy Collier Coalition was formed to implement objectives in the Collier County Community Health Improvement Plan (CHIP). The coalition is a partnership of community members, organizations, and groups working to protect, promote, and improve the health of our community. Members are divided into workgroups that focus on the four health priorities. Workgroups meet quarterly and an executive committee meets annually. HEALTHY coffzelv A H"Ith Equigy And Nealth Impmw.ent Laalltlo� 109 Individuals representing 68 Organizations including: Schools Transportation Healthcare Foundations Mental Health Human Services Non -profits Parks & Recreation Universities Senior Centers Law enforcement First Responders HEALTH EQUITY Throughout the CHA, a health equity lens was applied to highlight the health disparities that could be associated with poor health outcomes in a specific population. The health equity lens is designated by the GPS navigation icon, suggesting that the local public health system can use this information to navigate through root causes to find solutions. Health equity means that everyone has the opportunity to attain their highest level of health. Inequities are created when barriers prevent individuals and communities from accessing these conditions and reaching their full potential. Inequities differ from health disparities, which are differences in health status between people related to social or demographic factors such as race, gender, income or geographic region. Health disparities are the lens through which inequities can be recognized and root causes explored. Place, race, and class shape how well, and how long, people live. But state and local governments could play a role in increasing life expectancies. -Blue Zones Project Collier County Community Health Assessment 2022 31 COMMUNITY HEALTH PRIORITIES As part of the Collier County Community Health Survey, participants were asked to prioritize ten healthcare related areas. The ten public health categories were ranked by their order of importance as perceived by Collier County residents and community partners. The 2019 results are displayed to compare the shift in the county's priorities over the last three years. The top five priorities are the primary focus of the local public health system's efforts. 2022 Qic 2019 2022 COMMUNITY HEALTH ASSESSMENT COMMUNITY AGE -FRIENDLY DOMAINS: HEALTH Social Participation, Respect & PRIORITY �. Social Inclusion CHIP GOAL: Mental Improve identification and treatment of mental health and H e a I t h substance abuse disorders. COMMUNITY AGE -FRIENDLY DOMAINS: HEALTH Communication & Information, PRIORITY Spaces Housin& TransBuildingsation, Outdoor 2Access t CHIP GOAL: Increase the impact of evidence- t O Care based programs that promote healthy choices and increase food access. COMMUNITY AGE -FRIENDLY DOMAIN: HEALTH Community Support & Health PRIORITY 3 System CHIP GOAL: C h r o n i c Increase access to blood pressure screen in services for D i s e a s e uninsured Collier ounty residents. COMMUNITY AGE -FRIENDLY DOMAIN: HEALTH Civic Participation & PRIORITY Employment 4 t CHIP GOAL: Health of Increase capacity for older adults Older Adults ageein place wit„appr paadesafely resources in a livable community. COMMUNITY HEALTH PRIORITY Alcohol & Drug Use Collier County Age -Friendly Action Plan 2022 Cas� PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE Suicide Collier County Suicide Deaths by Age, 20206 0 1 0-18 ■ 19-44 45-64 ■ 60 and Older There is a higher than expected percentage of individuals aged 45-64 and those 85 and older, who die from suicide when compared to their percentage of the total population. I Per 100,900 As of 2020, the Population 6 Suicide rate in Collier was Collier 15.8 higher than the Florida rate for the first time in Florida 13.1 three years. The year 2020 had the highest number of suicides in Collier County than ever before. 6 2020 61 2017 2018 2016 2019 1-00 In 2020, veterans accounted for 239 of all suicide deaths in Collier Count An analysis of the Collier County Mental Health and Substance Abuse key indicators by social determinants of health factors found that adult White, non -Hispanic males in middle to upper class socio-economic status are more likely to die from suicide than people who are female, Black, or Hispanic. In 2021, the Mental Health and Substance Abuse CHIP workgroup conducted a Health Equity Data Analysis (HEDA), which concluded that Black and Hispanic female youth experience a disproportionate rate of suicide completion, suicide attempt (emergency department visits for intentional self -harm), and self -harm without wanting to die (self -reported intentional self -harm). Unintentional Poisoninq Deaths The age -adjusted death rate per 100,000 population from unintentional poisoning is — lower in Collier County that the Florida rate. However, the rate in in Collier County, like the — rate statewide, has increased dramatically since 2012. In Collier County, the rate in 2020 (28.9), was more than triple the rate in 2012 (8.2). 95% of these deaths are from drug overdoses. 6 Collier County Age -Friendly Action Plan 2022 / 34 PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE Drug and Alcohol -Induced Mental DisordL-. 3 1 0 Individuals in the 25-64 age groups experience 222.6% more hospitalizations for Drug and Alcohol -induced mental disorders than all other ages combined. There has also been a steady increase in hospitalizations for mental disorders per 100,000 population, from 2016 (520.5)-2019 (782.3). Invnhintary 1=varrir+ations H Between 2009 and 2019, there was an increase of 500 children 'Zpit mnrm who received involuntary examinations per year in Collier County (175 2009 vs. 680 2020). i In 2020, the rate per 100,000 of Non- fatal hospitalizations for self -harm injuries ages 19-21 in Collier County was 84.2, compared to Florida at 69.8. Opioidc F_.W There has been an 73.2% increase in drug overdose deaths in Collier County, from 56 deaths in 2016 to 97 deaths in 2020. 4A:001 Opioids account for 90.6% of all drug overdose deaths as of 2020.6 Collier County Emergency Medical Services (EMS) has observed a 370/oincrease in the need to administer NarcanTM, a drug used to reverse the effects of opioid overdose, from 2015 (166) to 2021(229). 6,9 "Mental health issues are still not viewed as a true illness to all. We need to create more awareness of the commonality of mental illness, how to recognize it, and how and where to treat it." 4 -Focus Group Participant, 2021 Females inflict self -harm 8.5% more than males, and Hispanic females are most likely to inflict self -harm without wanting to die than other races and ethnicities. 6 Collier County Non -fatal Overdose Emergency Department Visits a 67 1-4L164 162 134 ■ Opioid-involved Heroin -involved The number of emergency department visits that involved opioids and heroin nearly doubled from 201 in 2018 to 397 in 2019. In 2020, the number dropped back down to 283 or 61% of visits, which is notably higher than in the years before 2018. Collier County Age -Friendly Action Plan 2022 35 PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE Tobacco & Vaping Adult and Student Current Smokers6 �3 36 mothers in Collier County smoked during their pregnancy in 2020. 81/0 of those pregnancies were White mothers. s Loneliness & Isolation 1W._-_ Age -Friendly Student E-cigarette Use: Collier 14.7% 20206 Florida 15.4 % Adult E-cigarette Use: Collier 3.4 % 20196 Florida 7.5% Student E-cigarette use has increased 40 % from 2016 (10.5%) to 2020 (14.7%). Most e- cigarettes contain nicotine and other harmful substances. Nicotine is hi hly addictive and can harm adolescent brain development, which continues into their 20s.17 FACT F tting smoking can add as much asears to a persons life expectancy. s 9% of deaths in Collier County are from tobacco related cancers ins 2020. 2.9 % of students in Collier and 4.2 % of students in Florida were actively apart of Students Working Against Tobacco (SWAT) in their middle or high school in 2020. s "Some older adults go months without physical touch from another person." 4 -Focus Group Participant, 2021 For the 65+ FACT population in Collier County, 6% of Social isolation and loneliness in older adults has been linked to males and 13% of higher risks for a variety of physical and mental conditions: high females live alone, blood pressure, heart disease, obesity, a weakened immune system, as of 2021.11 anxiety, depression, cognitive decline, Alzheimer's disease, and even : death.12 Collier County Age -Friendly Action Plan 2022 �36 PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE 'WAge -Friendly eSocial Participation Background and Importance The social environment is generally defined as the social setting people live in and involves many aspects of our daily lives. Because of the direct impact the built environment has on one's ability to engage with the social aspects of a community, the social environment is inextricably linked to the built environment, and thus, includes the physical surroundings. The design of the community along with the availability of resources determines the level of interaction an individual has with the social aspects of the community. Residents report a variety of activities across a range of areas and interests through efforts to support participation and accessibility are desired. In addition, residents stated there is a lack of activities for widow and widowers and there is a feeling of social isolation especially when a spouse or partner passes away. One suggestion was to create a loneliness hotline. Interacting with family and friends is an important part of positive mental health and physcial health. Social participation is connected to good quality of life, good health, and overall well-being. Active participation in recreational, cultural, and spiritual activities available in the community help form supportive and caring relationships, which can generate a strong sense of well-being and create social integration. Social participation combats isolation and encourages older adults to continue to live vibrantly in the community. Domain Goal: Provide a wide range of activities and opportunities for social participation in aging adults. Domain Objective: Enhance awareness of existing resources that provide opportunities for social participation Collier County Age -Friendly Action Plan 2022 PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE 'VAge -Friendly eSocial Participation Goal: Provide a wide range of activities and opportunities for social participation in aging adults. Enhance awareness of existing resources Ensure there are affordable activities for all levels of 1.1 Free Health & Wellness Programs Lead: Area Agency on Aging for SWFL 1.2 Programs to foster socialization, promote that provide income mental and physical fitness, engage in opportunities cultural arts, and peer supports for social participation Lead: Naples Senior Center and Collier Senior Center # of Collier County Workshop completions # of annual members 1.3 Caregiver Programs and Dementia Respite # of participants & Groups members Lead: Naples Senior Center 1.4 UPSLIDE and Collier County Lunch Program # of participants Lead: Collier Senior Center Collier County Age -Friendly Action Plan 2022 PRIORITY 1: MENTAL HEALTH & SUBSTANCE ABUSE Age -Friendly �V• Respect & Social Inclusion 7 Background and Importance Respect and social inclusion are essential elements of overall health and well-being for everyone, especially older adults. However, the stigmatization of ageism and preconceived ideas can result in debilitating consequences like social isolation and depression. Positive, respectful, and inclusive age -friendly practices highlight the contributions of older adults and can contribute to improved well-being, feelings of inclusion, and a sense of independence and connection. In addition, social inclusion brings opportunities for people of all ages to feel a part of the community, build social relationships, and increase access to resources and support. Residents report an interest in a wide variety of activities, such as volunteering, walking groups, health and wellness programs, recreation, connecting with family and friends, and other lifelong learning activities. Social inclusion and respect are important to support overall health and well-being for older adults; social inclusion is a key determinant of active aging. Age -friendly communities promote positive images of aging and institute inter -generational consciousness to challenge age -focused biases. An inclusive community encourages older adults to participate more in their community's social, civic, and economic landscape. Programs that seek to educate about the aging experience should be prioritized to support further a community that is inclusive and age - friendly for all people. Domain Goal: Ensure older adults feel included and respected in a l l community settings. Domain Objectives: • Promote awareness of protection against vulnerabilities • Promote activities and participation for people with disabilities and different levels of income Collier County Age -Friendly Action Plan 2022 PRIORITY 1: MENTAL HEALTH & SUBSTAN E ABUSE *. Age -Friendly • Respect & Soc i a I Inclusion Goal: Ensure older adults feel included and respected in all community settings. OBJECTIVES Promote awareness Increase 2.1 Elder Abuse Awareness & # of Collier of protection education on Prevention Presentations/Trainings County against fraud attendees vulnerabilities prevention Lead: Area Agency on Aging for SWFL 2.2 Senior Victim's Advocacy Unit # of presentations facilitated Lead: Sheriffs Office annually Provide 2.3 Training on laptop use & virtual # of sessions services that programs (forthcoming) held & hours enhance completed knowledge of Lead: Collier Co Gov/AmeriCorps Senior -RSVP technology Promote activities Increase 2.4 Social media, websites, newsletters # of followers & and participation for number of of all partners subscribers people with services and disabilities and programs Lead: AAASWFL, Senior Centers, RSVP, AARP different levels of that are free or at low- income cost Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE Primary Care Health Insurance Coverage15 C 64% Uninsured 13% While progress has been made to reduce the Residents can have more than one type of coverage and as a ratios of providers to residents in Collier County, result, these numbers will add to more than 100% there is still room for improvement to catch up to the top U.S. performers. Census Tracts Without Health Insurance 14 0 W 0% 3.5% 6.9% Collier County Community Health Survey Results Not Enough Primary Care 22% Resources Not Enough Dental Care 24% Services Not Enough Alcohol & Substance Abuse Resources 32% The Access to Care CHIP Workgroup created an educational rack card which includes locations of clinics in Collier County that treat uninsured patients. It is available in local clinics and is being distributed to targeted populations by CAT, EMS, the Sheriffs Office, and workgroup member agencies. ` 10.4% 13.8% 17.3% Areas with census tracts with more than 17.3% Uninsured: Immokalee Areas with census tracks with more than 13.8% Uninsured: Golden Gate City, East Naples, Naples Manor rN_ In 2019, 42% of adults in Collier County with a median household income under — — $49,999 could not see a doctor due to cost, eliciting a need for more affordable healthcare services and coverage. 6 Collier County Age -Friendly Action Plan 2022 / 41 PRIORITY 2: n ACCESS TO Built Environment,, The built environment, the physical design of where people live, learn, work, and play, has a key role in the health of a community. Pathways, sidewalks, parks, trails, and recreational facilities make it safe and convenient for people to get active. More physical activity decreases risks of obesity, type 2 diabetes, cancer, stroke, high blood pressure, cardiovascular disease, and premature mortality. OZANeighborhood, Regional and Community Parks: 0 Miles of bike/pedestrian Facilities prioritized for improvement: Survey respondents who agree that Collier County ; • . * * roadways are safe for bicyclists and pedestrians: t � Collier County Public Beaches: 0 Collier County Fitness Centers: 0 Collier County, Naples, and Marco Island have needs assessment processes for parks, recreation, greenspace, and bicycle -pedestrian facilities and they are working to improve existing facilities, add connections, and prepare for the increasing needs of the growing population. 38 Housing Median Cost Gross Rent, 2019 Ner I yorida . $1,397 $1,238 To afford this level of rent and utilities — without paying more than 30% of income on housing — a household must earn $4,660 monthly or $55,920 annually. With almost 60% of Collier County households making less than $49,999 a year, housing costs are becoming more unaffordable with 1/3 of residents being cost burdened. Efforts are being made to address the affordable housing crisis in Collier County, but a great deal of progress is still ahead. Transportation 39 The Collier Long -Range Transportation Plan 2020-2045 is an assessment of current and future transportation needs. In the plan, are solutions to address transportation gaps, a growing population, and underserved areas. The plan is broken down into 10 goals: Ensure transportation system security, protect environmental resources, improve system continuity, reduce roadway congestion, promote freight movement, increase transportation system safety, promote multimodal solutions, promote the integrated planning of transportation and land use, promote sustainability in the planning of transportation and land use, and consider climate change vulnerability and risk in transportation decision -making. I ii Many vulnerable populations in Collier County experience a lack of awareness of services, transportation, affordable housing, convenient access to primary, specialty, and emergency care, as well as lacking the health literacy needed to navigate the health care system. Collier County Age -Friendly Action Plan 2022 r2 PRIORITY 2: ACCESS TO CARE Age -Friendly Iwo Communication & Information Background & Importance In an age -friendly community it is important to have continued and widespread distribution of information, an efficient communication system needs to be in place to reach all individuals and effectively inform residents of the services, programs, and resources available in the community. A widespread distribution through various communication systems is paramount to an effective social environment. The communication of information regarding events, programs and services must be based on the needs and interests of older adults. Residents said there was a lack of education on general health, wellness, and nutrition. That services were not connected or found in the same location. Many qualify for assistance for some services, but the system is complicated to navigate. Additionally, there was a lack of knowledge of where to find available resources and there is a need to provide information to the community about services offered in a centralized location. Some residents feel they have a lack of community awareness issues because they are only part-time residents, some remain confined within neighborhoods. Age -friendly communities make sure that information about community events or important services are both readily accessible and in formats that are appropriate for persons of all ages. Age -friendly communities recognize the diversity of needs regarding information and provide multiple sources to connect people with the information they need to best live their lives. Domain Goal: Ensure older adults feel included and respected in a l l community settings. Domain Objective: Promote readability, ease of use and delivery of information across multiple media including television, print, phone, website, and mobile applications Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE Age -Friendly 40 Communication & Information Goal: Communication efforts are accessible, timely, and accurate to the needs and wants of the aging community. .: .. Promote Increase 3.1 Promote Collier 311 resources # of visits to readability, centralized Lead: Collier County Division website/application ease of use access to community of Communications, Government &Public Affairs and delivery of information 3.2 Promote Collier Resource Center resources # of calls/email information Lead: Collier Resource Center inquiries across 3.3 Promote Seniors Blue Book resources # of copies of multiple media Seniors Blue Book including Lead: Senior Blue Book distributed television, print, phone, 3.4 Promote Collier CARES resources # of visits t& o a PP website, and Lead: Naples Children and Education website along with mobile Foundation category &geographic information applications # of visits to 3.5 Promote educational resources including Colliercares.org through website the website Lead: Inner Strength RN Health Advocates Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE Age -Friendly Housing Background & Importance Domain Per the Florida Housing Coalition, if a very low to moderate income Goal: household spends less than 30% of their gross income on housing, then housing is affordable. It is assumed that if such a household spends more ; Housing for persons than 30% on housing, the family will be cost burdened and not have enough money to pay for transportation, food, clothing, and healthcare. of all ages is The definition is inclusive of all populations including older adults and ; affordable, persons with special needs. In Collier, when comparing housing cost ; accessible, and is burden between those who own a house and those renting, renters have ; inclusive of persons a considerable higher percentage of being considered housing cost at all life stages. burdened. The Collier County Community Housing Plan recommends that the top i income level to be considered in need of affordable housing is 140 % of the Area Median Income, or $114,653 for a 3-person household in 2020. In early 2017, the Urban Land Institute performed a panel review of the Domain housing situation in Collier County. They concluded that Collier needed to reframe its view of housing to better meet the needs of the more than Objectives: 40% of the population (58,685 households), already living here that are spending more than what is affordable on housing. The need for ; •Provide affordable rental housing is one of the major challenges for our affordable community. Existing rental communities have a very low vacancy rate of less than 3%-4%, which is insufficient to accommodate population housing for older growth. There is also a lack of affordable housing for older adults with adults through disabilities and affordable housing retirement communities for all income ; increased levels. Since 2014, the median housing values have increased from education, policy, $258,400 to $360,800 in Collier County, and the houses in Collier County and advocacy have consistently had a higher median housing value than the Florida average. ; • Ensure that affordable homes are accessible to residents of all ages Collier County Age -Friendly Action Plan 2022 r PRIORITY 2: ACCESS TO CARE I�` Age -Friendly Housing Goal: Housing for persons of all ages is affordable, accessible, and is inclusive of persons at all life stages. OBJECTIVES (What) STRATEGIES (How) ACTION ITEMS (Who/When) INDICATORS d Provide Raise awareness to 4.1 Local Housing Trust Fund - • Receive $20 million from affordable policy/decision request surtax funds from the surtax funds housing for older makers about the Collier County Commissioners . Approval of one-half of adults through lack of affordable for help to create long-term one percent of the increased housing in the community leases on property to facilitate Annual County budget education, affordable homes. Request one- Transfer of profits of policy, and half of one percent of the sale of County property advocacy Annual County budget. Assign to the Local Housing profits of sale of County Trust property to the Local Housing • Collier County Trust. Assign a linkage fee of $1 Commissioners pass a per square foot on construction linkage fee of $1 per of new commercial property. square foot on construction of new Lead: Collier County Affordable commercial property Housing Advisory Committee Ensure that Ensure these 4.2 Homeless Prevention and # of retentions affordable homes homes include Rapid Rehousing Program into new housing. are accessible to options for residents of all various incomes Lead: Hunger & Homeless ages Coalition of Collier County 4.3 Homeless Outreach Point of engagement to permanent housing and Lead: Hunger &Homeless additional services Coalition of Collier County provided Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE Age -Friendly Housing Goal: Housing for persons of all ages is affordable, accessible, and is inclusive of persons at all life stages. Ensure that Ensure these 4.4 Kaicasa Housing Development - 250 units open by # of housing affordable homes include summer of 2022 units completed homes are options for accessible to various incomes Lead: Habitat for humanity residents of all 4.5 Whitaker Woods -125 units open by summer of # of housing uni ages 2022 completed Lead: Habitat for humanity 4.6 Allegro at Hacienda Lakes -160 units open by end of # of affordable 2022 housing units Lead: Collier County Community Land Trust addedto 4.7 Cadenza at Hacienda Lakes -160 units open by end of # of affordable 2023 housing units added to Lead: Collier County Community Land Trust inventory 4.8 Rural Neighborhoods (not yet named, location - Golden # of housing Gate Golf Course)100 units for seniors open by 2024 units and 250 units for workforce housing open by 2024 completed Lead: Rural Neighborhoods Ensure homes 4.9 Supported Living Homes - one 3B home in Naples and are accessible two 3b homes in Immokalee are currently available for to persons with disabled residents. disabilities Lead: Residential Options of Florida # of disabled people receiving housing through Supported Living Homes Collier County Age -Friendly Action Plan 2022 r47 PRIORITY 2: ACCESS TO CARE Age -Friendly Housing Goal: Housing for persons of all ages is affordable, accessible, and is inclusive of persons at all life stages. OBJECTIVES STRATEGIES ACTION Ensure that Ensure these 4.10 441 Section 8 Housing Choice Vouchers (for # of people affordable homes are accessible to residents of all ages homes include options for various incomes general population) Lead: Collier County Housing Authority receiving vouchers 4.11 25 NED Vouchers (non -elderly disabled head # of people of household) receiving vouchers Lead: Collier County Housing Authority 4.12 40 Mainstream Vouchers (participants with a # of people disabled family -member) receiving vouchers Lead: Collier County Housing Authority 4.13 78 Emergency Vouchers (homeless or in # of people danger of becoming homeless) receiving vouchers Lead: Collier County Housing Authority 4.14 Farm Worker Village - 276 low income # of units rented housing units Lead: Collier County Housing Authority 4.15 6 low-income rental units in Golden Gate. # of units rented Lead: Collier County Housing Authority Collier County Age -Friendly Action Plan 2022 r8 PRIORITY 2: ACCESS TO CARE ' ^ I Age -Friendly Transportation Background & Importance The ability to safely access desired destinations is vital to independent living. Communities promote healthy aging in place by promoting public transportation best practices, which increases active transportation in the community for all ages. In a study from the 2001 National Household Travel Survey, researchers indicated that 29% of individuals who walk to and from public transit achieve at least 30 minutes of daily physical activity. Effective communication between the public and its transportation services, including Collier County Area Transit (CAT), promotes reliable, affordable transit options that make the community less car dependent. CAT provides public transit services in Collier County for the City of Naples, the City of Marco Island, and the Immokalee area. Services include fixed -route bus, express bus, American with Disabilities (ADA) and Transportation Disadvantaged (TD) paratransit service. The design of transportation related infrastructure such as signage, traffic lights, pathway design, and crosswalks also impact mobility at an individual and community level. Residents said there are a variety of issues pertaining to transportation and mobility including the lack of accessible public transportation options, the need to increase education on the importance of transitioning from driving a personal vehicle to using public transportation when needed, and improving roadway features that impact older drivers and pedestrians. Residents said access to transportation for medical appointments is difficult, and there is a lack of transportation options for individuals with disabilities. Domain Goal: Older adults have a variety of transportation options that are safe, accessible, and affordable. Domain Objectives: • Implement safe streets for all users and mobility • Promote awareness of road user safety through education and program • Improve existing alternative transportation options Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE I ^ I Age -Friendly Transportation Goal: Older adults have a variety of transportation options that are safe, accessible, and affordable. OBJECTIVES (What) STRATEGIES (How) (Who/When) .J Implement Create 5.1 Paradise Coast Trail - enhance safe spaces to walk and 1st segment safe streets barriers bike free of vehicle traffic complete by for all users between 2025 and mobility Pedestrians Lead: Naples Pathways Coalition and drivers 5.2 Make Public transport bus stops ADA accessible # of improved bus stopsannually Lead: Public Transit & Neighborhood Enhancement Promote Complete 5.3 Comprehensive operations analysis of public transit Execution of awareness of assessment of system assessment road user transit implementation safetyinfrastructure Lead: Public Transit & Neighborhood Enhancement plan through to provide safe education facilities for users 5.4 Bike-Ped Safety Awareness Campaigns Crash data from and ro ram P g FFDOT # of Lead: Blues Zones Project crashes) Promote Complete 5.5 Para -transit service is available to get to food pantries # of riders on awareness of assessment of and food access sites. para-transit to road user transit food pantries safety infrastructure Lead: Public Transit & Neighborhood Enhancement and food access through to provide safe sites. education facilities for users 5.6 Food Policy Council (healthy food access advocacy) # of pounds of and program produce P Lead: Blues Zones Project � distributed to underserved communities, and SNAP data (food stamp usage) Collier County Age -Friendly Action Plan 2022 ro PRIORITY 2: ACCESS TO CARE ' ^ ' Age -Friendly Transportation Goal: Older adults have a variety of transportation options that are safe, accessible, and affordable. OBJECTIVES STRATEGIES ACTION ITEMS INDICATORS Improve Public 5.7 Ensure accessibility to bus stops is achieved. # of bus stops existing transportation improved alternative is accessible to Lead: Public Transit &Neighborhood transportation People of all Enhancement options P mobility levels 5.8 Ensure accessible buses & transit vehicles # of wheelchair accessible Lead: Public Transit & Neighborhood vehicles Enhancement 5.9 On demand transit services - enhance para- # of riders transit Lead: Public Transit & Neighborhood Enhancement Expand bus 5.10 Implement recommendations of the COA Increase routes and ridership enhance Lead: Public Transit & Neighborhood frequency of Enhancement existing routes Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE Age -Friendly fob% Outdoor Spaces & Buildings Background & Importance Safe and enjoyable public spaces and environments encourage physical activity while promoting social interaction and sense of community. Healthy community design that is accessible by people of all physical abilities improves conditions for exercise, which decreases prevalence of chronic disease. We regularly use outdoor spaces and public buildings while meeting our basic needs for working, shopping, and recreation. Maximizing accessibility creates a thriving environment that supports community members' physical and mental health as well as their economic and social opportunities. Accessibility involves removing barriers that limit opportunities for people with disabilities, including those of us who have age -related impairments that may affect our walking and could be a barrier from participating in social activities or accessing services and visiting businesses. Residents said Collier has many welcoming outdoor spaces and appreciate the amenities of public areas. There are many parks and farmers markets. In some areas of the county there are a lack of bike lanes and sidewalks. Residents said the community is a safe place to live, but have safety concerns of roadways for bicyclists and pedestrians. Domain Goal: Ensure the physical environment is safe and accessible for older adults. Domain Objective: Establish safe parks and programs that are accessible for people of all life stages Collier County Age -Friendly Action Plan 2022 PRIORITY 2: ACCESS TO CARE I M%Age -Friendly Outdoor Spaces & Buildings Goal: Ensure the physical environment is safe and accessible for older adults. Establish safe parks and programs that are accessible for people of all life stages Ensure that parks meet the "Age -Friendly" requirements 6.1 Big Corkscrew Island Regional Park - Phase I completed by May 2023 Lead: Collier County Parks & Recreation Phase I completed by May 2023 Collier County Age -Friendly Action Plan 2022 53 PRIORITY 3: CHRONIC DISEASE Leading Causes of Death, 2020 The leading causes of death in Collier County are cancer, heart disease, and stroke which accounted for 54% of all deaths in 2020. Other chronic diseases leading the mortality rates in the county include: lower respiratory disease (148 deaths), Alzheimer's disease (114 deaths) and diabetes (95 deaths). 1,000 750 Soo 250 244 �,, yQa stb oo` Gh, eQt ��sio �Q 'O�19 htQh4i 0 Lung cancer is the leading type of cancer death in Collier County, followed by pancreatic, breast, and colorectal cancers. Cigarette smoking is the number one risk factor for lung cancer.11% of adults in Collier County were reported as current smokers in 2019.6 Heart Disease & Stroke 6 As of 2019, 8% of adults in Collier County have been told they had coronary heart disease, heart 0W attack, or stroke. Chronic Disease Prevalence, 20196 6 Cancer Rate: 423.4 Adults with Diabetes or High Blood Sugar Percent: 60% Heart Disease Rate: 194.1 Q Cancer 6 Cancer Deaths, 2020 Lung Cancer: 163 Pancreatic Cancer 72 Breast Cancer 71 Colorectal Cancer 60 • (� Stroke Rate:153.8 Adults with Alzheimer's 65+ Asthma Percent:13.9% Percent:4.6% Collier County Age -Friendly Action Plan 2022 / 54 PRIORITY 3: CHRONIC DISEASE Overweight & Obesity Adults Who Are Overweight or Ob Black „„°,'� „3,� Hispanic „,,,,,�„ White „3, „,°,,„$ 1„i,,,i„,;,„n 3,e „° i,i „3„�,,,i„$„3,,;„d„ „i „°,,;,.i.,a., Sedentary Adults By Income, 201c C\� < $25k 42% $25k-$50 28% > $ 50K 12% As of 2021, 36% of children ages 2-5 years old in the Women, Infants, and Children (WIC) Program, and 43% of pediatric Healthcare Network of SWFL's patients are overweight or obese. 48% of Healthcare Network of SWFL Hispanic pediatric patients are overweight or obese. 6,41 Preventable Hospitalizations The number of potentially preventable hospitalizations reflects the use of hospitals as the primary source of care and the lack of accessibility or affordability of quality primary care services. Preventable hospitalizations place financial burdens on patients, insurance providers, and hospitals. These financial burdens were attributed overwhelmingly to chronic conditions, such as heart failure, diabetes, asthma, and chronic obstructive pulmonary disease (COPD). 42 Potentially All Preventable At& COPD Preventative Hospitalizations Count: 120 I& Count: 1,284 Congestive Hospitalizations Diabetes Heart Failure Under 65, 2020 6 Count: 208 Count: 100 Asthma Count: 52 Collier County Age -Friendly Action Plan 2022 / 55 PRIORITY 3: CHRONIC DISEASE 1WAge -Friendly Community Support & Health System Background and Importance Preparing for the health services needs of older adults is especially relevant at this time because that sector of the population is expected to grow exponentially over the next decade. The ability of older adults to maintain independence is directly linked to accessible and affordable community support and health services. Residents said there is a need for more long-term care facilities that are affordable. Residents voiced major concerns over healthcare inequities, stating that income determines both the access and quality of care one receives. Dental care was identified as an especially costly medical service. In addition, mental health issues related to drug and alcohol are on the rise. Having access to community support and quality health care services may result in treatment for a mental illness or reveal the early symptoms of a chronic illness and motivate a behavior change that prevents it. Generally, residents who do struggle with their health tend to have issues with chronic illness, substance abuse, and obesity. Regarding alcohol and drug abuse, it is estimated that about one -fifth of residents in Collier engaged in heavy drinking and a larger proportion of residents age 65 and over engage in these types of behaviors. Even though, approximately 67% of respondents agreed that residents in their community are generally healthier, about half of participants indicated that residents struggled with alcohol use, illegal drug use, and prescription drug abuse. The number of residents of Collier County diagnosed with Alzheimer's as well as other dementias will increase every year as the percentage of the population 65 years and over continues to grow. In Florida, 59% of the caregivers surveyed reported that respite is the most needed service to continue providing care. Community support including delivery of services, social services, and widespread information and resources for emergency planning is vital to older adults. Domain Goal: Provide quality and affordable health care services as well as community wellness programs and services to older adults. Domain Objectives: • Promote awareness of safety, wellness, livability, and healthy activities in the community • Promote supports and innovative options to age in place • Promote affordable care that specializes in aging issues Collier County Age -Friendly Action Plan 2022 / 56 PRIORITY 3: CHRONIC DISEASE Age -Friendly IVCommunity Support & Health System Goal: Provide quality and affordable health care services as well as community wellness programs and services to older adults. OBJECTIVES STRATEGIES ACTION ITEMS INDICATORS Promote Expand health 7.1 Organize Health Fair events # of health awareness of screenings and promotion safety, activities Lead: Healthcare Network of SWFL activities wellness, livability, and Increase 7.2 Continue to promote vaccination awareness to % of those 6 healthy COVID-19 vulnerable populations months old activities in the vaccination and older community rate of older Lead: Florida Department of Health -in Collier vaccinated adults County/Family and Personal Health Partners: Naples Community Hospital, Physicians Regional, Health Care Network, and other providers. Ensure that 7.3 Incorporate Age -Friendly (AF) components into # of AF public health the Disaster planning for the Special Needs Shelter components emergency preparedness Lead: Florida Department of Health -in Collier addresses the County/Disaster Preparedness needs of older adults # of action Strengthen 7.4 Enroll and complete steps to be recognized through public health the Age -Friendly Public Health Systems Recognition steps roles to healthy program completed aging Lead: Florida Department of Health -in Collier County/Community Health Promotion Increase 7.5 Chronic disease self -management program # older community- adults based efforts to Lead: Area Agency on Aging SWFL participating enhance health in workshops Collier County Age -Friendly Action Plan 2022 PRIORITY 3: CHRONIC DISEASE 1WAge -Friendly Community Support & Health System Goal: Provide quality and affordable health care services as well as community wellness programs and services to older adults. OBJECTIVES STRATEGIES ACTION ITEMS INDICATORS Promote Integrate 7.6 Crime Prevention for scams/fraud/personal # of crime awareness of preventive safety prevention safety, considerations in health and Lead: Collier County Sheriffs Office trainings wellness, livability, and social services healthy 7.7 Safety awareness campaigns on social media # of safety activities in the Lead: Collier County Communication awareness campaigns/post community Department 7.8 Healthy activities for seniors # of health promotionactivities Lead: Blue Zones Project SWFL 7.9 Social Services Outreach Initiatives (CCEMS) # of referrals & Lead: Collier County Emergency Medical reports Services Promote Establish 7.10 In -home services for older adults # of older adults supports and innovative resources to help with falls Lead: Collier County Community Health receiving in - home services in options to age at home Services Collier County 7.11 Training on fall prevention- Step Smart # of in place Lead: Step Smart Collier presentations/ participants Partners: NCH, Physicians Regional, EMS, Fire agencies Collier County Age -Friendly Action Plan 2022 PRIORITY 3: CHRONIC DISEASE 1WAge -Friendly Community Support & Health System Goal: Provide quality and affordable health care services as well as community wellness programs and services to older adults. Promote affordable care that specializes in aging issues Improve dignified palliative, and end of life care 7.12 Promote Hospice and Palliative Care Lead: Avow Hospice # of persons receiving Hospice and Palliative Care Increase health 7.13 Older Adults care services and behavioral health # of new older care services offered with sliding scale fee adult clients specializing in aging and Lead: Healthcare Network caregiver needs Expand 7.14 Training for first responders, facilities, and # of awareness awareness of health providers sessions cognitive issues/ Lead: Collier County Sheriff's Office # of dementia Partners: Collier County DCCI Taskforce, Participants in trainingsessions CCSO, NPD, EMS, NCH, BrightStar Care 7.15 Promote Dementia Care and Cure Initiative # of awareness (DCCI) sessions Lead: Collier County DCCI Taskforce Collier County Age -Friendly Action Plan 2022 / 59 PRIORITY 4: (D HEALTH OF OLDER ADULTS ' opulation Growth,, Collier County 65+49 1 Population Growth r � From 2016 to 2020 - 1 101,886 127,228 As of 2020, the 65+ population is 33 % of the total population in Collier County. This population has grown 25% over the last five years. It is predicted that this age group will grow another 24% by 2024.24 AHousing. Age -Friendly A cost burdened household is when occupants are paying more than 30% of their income for housing costs, and have an income less than 50% of the areas median income. These individuals struggle to afford basic necessities to live. "Rent has increased in Collier County, and many older adults are on a fixed income and cannot afford the increase in expenses." 4 -Focus Group Participant, 2021 FI , ,1 27% 10% 11,071 65+ Renters 65+ Owners 65+ Renter- 65+ Owner - with High with High Occupied Occupied Cost Burden Cost Burden Households Households As a result of the 2019 CHA findings, the Health of Older Adults CHIP workgroup was formed. Two sub -groups were established under the workgroup, one being the Age -Friendly Initiative and the other being the Dementia Care and Cure Taskforce (DCCI). Both groups have made tremendous strides in advocating and working towards better access and health care for older adults. Age -Friendly Progress: • Garnered community and local government support for an age -friendly community • Collier County Age -Friendly Action Plan completed DCCI Progress: • Provided dementia education, training, and outreach to the community • In the beginning stages of developing dementia sensitivity training for law - enforcement and local businesses Employment,, Ag Friendly 65+ Employed 6 UnT�11 .y - 17% of older adults are employed,1% are unemployed, the remaining are retired. A survey conducted by AARP found that 61% of respondents age 50 and older in the U.S. stated they had either experienced or witnessed workplace age discrimination. 25 Collier County Age -Friendly Action Plan 2022 60 PRIORITY 4: HEALTH OF OLDER ADULTS Dementia IV Ag-Friendly Dementia is an umbrella term for the impaired ability to remember, think, or make decisions that interferes with doing everyday activities. Alzheimer's disease is the most common type of dementia, but there are several types, each with their own disease progressions. 26 Major/Initial Symptoms in Different Types of Dementia 26 Collier County Deaths From Alzheimer's Disease Per 100,000 Population 6 White 40 410 40 40 40 40 410 1� ,Z1. 10 Hispanic 4*4W4*4*4W4*404W4*404040, 12.6 Black 0 In 2020, there were 105 deaths with a rate of 10 per 100,000 population for Whites, 9 deaths with a rate of 12.5 per 100,000 population for Hispanics, and 0 deaths for Blacks. Dementia, including Alzheimer's disease, has been shown to be under- reported in death certificates and therefore the proportion of older adults who die from Alzheimer's may be considerably higher. Collier County, Percent of 65+ Told That They Had A Health -Related Event, 2019 6 Diabetes: 29% IA Depressive Disorder: 18% 1 Asthma: 11% �5 Heart Attack: 10% COPD, Emphysema or ° Chronic Bronchitis: 9 �O Stroke: 7% Probable Alzheimer's Cases Percent of The rate of probable Population Alzheimer's in Collier County has been higher Collier 13.9 than the Florida rate since 2017.6 Florida has the second highest prevalence Florida 12.7 of Alzheimer's in the nation. 40 The percentage of adults 65+ who were heavy or binge drinkers in Collier (16%) was 55% higher than the Florida 65+ population (9.1%) in 2019. Collier County has had significantly higher binge drinking rates than the Florida average for over almost two decades.6 Alcohol use and abuse is closely linked to populations that are mid to high income earners who are retired. Excess alcohol consumption is tied to a number of health risks, including injuries, vehicle crashes, dementia, cancer, and chronic diseases. 27 Collier County Age -Friendly Action Plan 2022 r61 PRIORITY 4: HEALTH OF OLDER ADULTS Age -Friendly Civic Participation & Employment Background & Importance Civic participation and employment are important components of active engagement in the social environment. For older adults who wish to tailor retirement through paid or voluntary contributions to the community, opportunities for civic engagement and employment must be readily available. Many barriers exist to older adult engagement in civic participation and employment. Cultural barriers, a lack of education regarding the capability of older adults, and the preconceived notions of physical or mental limitations succeed in preventing older adults from contributing to their community as members of the workforce. Civic participation allows residents to engage in issues of public concern to their community, thus deepening community identity and bonds. Older adult residents report a variety of health concerns, which directly impact their ability to actively engage in the social environment. An array of volunteer opportunities exist for older adult residents seeking not -for -profit employment; although, efforts to promote opportunities and increase accessibility could be improved. Residents report challenges in regard to subsisting on fixed income and a lack of affordable housing. These concerns make compelling arguments for the need to increase employment opportunities for the aging population. For some, employment could be a meaningful way to fill otherwise free -time, and for others it could provide necessary additions to a fixed monthly income. Older adults have specific knowledge and experience that could positively impact their place of work. Employment not only provides financial security to the employee but also benefits the employer who is able to appreciate the dynamic that older employees can bring to their profession. Domain Goal: Provide a wide range of opportunities for work and civic engagement for aging adults. Domain Objective: . Increase access to meaningful volunteer and decision -making opportunities for all people e Increase employment opportunities for older adults Collier County Age -Friendly Action Plan 2022 4 PRIORITY 4: HEALTH OF OLDER ADULTS Age -Friendly Civic Participation & aw Employment Goal: Provide a wide range of opportunities for work and civic engagement for aging adults. OBJECTIVES Increase access Provide a centralized 8.1 Collier County Government's # of Facebook to meaningful source of volunteer Facebook page & CollierRSVP.com users & shares/ volunteer and information and (upcoming) number of new decision- opportunities that is easily visits to website making accessible to the public Lead: Collier County Government/ opportunities AmeriCorps Seniors, RSVP for all people Eliminate barriers that are 8.2 Community Service Opportunities # of hours preventing access to and Specialized Training provided by completed for volunteering opportunities Senior Community Service community Employment Program service and training by Collier Lead: AARP Foundation participants Increase Create and foster relationships 8.3 Networking, outreach, research # of RSVP employment with local not -for -profit with potential partner sites volunteers placed opportunities businesses/organizations/ & hours served for older adults healthcare to retain partner Lead: Collier County Government/ sites to employ volunteers for AmeriCorps Seniors RSVP direct -service work Sponsor older adults as they 8.4 Senior Community Service # of Collier prepare to onboard with local Employment Program participants businesses enrolled *for -profit organizations: Lead: AARP Foundation sponsor older adult for up to 2 weeks probationary period *not -for -profit organizations: sponsor older adult for up to 6mo -1yr prior to hiring Collier County Age -Friendly Action Plan 2022 HEALTH EQUITY What is Health Equity?13 Health equity is attainment of the highest level of health fo people. Achieving health equity requires valuing everyone f with focused and ongoing societal efforts to address avoid, inequalities, historical and contemporary injustices, and th, elimination of health and healthcare disparities. Health Equity Terms: 13 Health Inequities are systematic differences in the opportunities that groups have to achieve optimal health, leading to avoidable differences in health outcomes. Health Disparities are the quantifiable differences, when comparing two groups, on a particular measure of health. Health disparities are typically reported as rate, proportior mean, or some other measure. Equality each individual or group of people is given the san resources or opportunities. What Determines Our Health?23 The Social Determinants of Health (SDOH), are the conditions in the environment where people are born, live, learn, work, play, worship, and age that affect a wide range of health, functioning, and quality -of -life outcomes and risks. When any of the social determinants are missing or lacking in the community, people struggle to be healthy. Education Access and Quality, Economic Stability Social and Community Context Health Care Access and Quality Neighborhood and Built Environment The Social determinants of health can be grouped into 5 domains: • Economic Stability: Employment, income, housing, affordability of food and other necessities • Health Care Access and Quality: Access to health care, access to interventions, and health literacy (or the ability to understand and interpret health information) • Education Access and Quality: High school graduation, resources, materials, language, and literacy • Neighborhood and Built Environment: Public safety, access to healthy foods, quality of housing, access to sidewalks, air quality, water quality, street lighting, parks • Social and Community Context: Social support, discrimination, civic participation, policies, culture Collier County Age -Friendly Action Plan 2022 64 HEALTH EQUITY Income Median Household Income, 20206 $70,217 '"w7 Collier Florida In 2020,18% of Collier County households had a median income of less than $24,999, and 16% had a median income of $100,000 or greater. 40% of Collier County residents earned between $25,000-$49,999. In 2019, the median income for veterans in Collier County was $50,896. 15 In Collier, individuals with a graduate or professional degree earn on average $42,000 more annually compared to those who have less than a high school education. s Poverty In 2019, 28% of children living in poverty were Hispanic, while only 9.6% were non -Hispanic. 6 Collier County Income Disparity Median Household Income by Pace/Ethnicity, 2020 Asian $81,310 White $80,036 Native American $56,625 Hispanic $51,814 Black $46,688 In Collier County, Blacks make 42% less, and Hispanics make 35% less annually than Whites. ALICE s (Asset Limited, Income Constrained, Employed) ALICE identifies and assesses financial hardship at a local level. ALICE household incomes are technically above the Federal Poverty Level, but still struggle to afford basic household necessities. Collier County ALICE Household Survival Budget,201 lingie Parent 1Wvo Parents —Single TWO One Child Two Children Older Adult Older Adults Total Monthly l $2,208 I $3,883 I $6,267 I $2,390 $3,797 T�1� $26,496 $41,956 $75,204 $28,680 $45,564 Hourly $13.25 $23.30 $37.60 $14.34 $22.78 Wage In Collier County, 61% under 25 years of age, 32% 65 years and older, 73% of Native American households, and 55 % of Black households fall into the ALICE threshold. ■AW ■AW "Healthcare options are limited for the low-income population due to high costs." 4 -Focus Group Participant, 2021 oe In 2019, almost 5% of veterans were living at or below the poverty level. 15 In 2020, 41.6 % of residents, and 55916 of children living in census tract 112.04, located in Immokalee, lived 100% beneath _ r■ the poverty level, which is the highest prevalence of poverty in Collier County. This census tract has a median household income of $27 208 and is 53% Hispanic and 45% Black. 14 Collier County Age -Friendly Action Plan 2022 65 HEALTH EQUITY Homelessness In 2020, it was estimated that 603 people in Collier County were considered homeless, an increase of 105 individuals since 2019.8 Homelessness is closely connected to declines in physical and mental health. Health problems among homeless individuals result from various factors, such as barriers to care, lack of access to adequate food and protection, as well as limited resources and social services.18 AV 50/0 ' victims of ` 21% are domestic are veterans abuse children Disabilities Population with a Disability, 20206 Collier Florida MMMF::::� Types of Disabilities in Collier, 202015 Ambulatory Difficulty All 7% 65+ 14% VI Hearing Difficulty All 4% 65+ 10% It was identified that the top two subpopulations most affected by homelessness are those who suffer from chronic substance abuse and those with a serious mental illness. 19 A 26% are $% chronic substance are older abusers adults Health Disparities 16 21% suffer from a severe mental illness Adults living in the U.S. with disabilities are more likely to be obese, smoke, have heart disease, and diabetes Disability No Disability Obese 38% 26% Smoke 28% 13% Heart Disease 12% 4% Diabetes 16% 7% Independent Living m Difficulty n ® All 5% 65+ 8% Cognitive Z { Difficulty VAII 3% 65+ 5% Self -Care Difficulty All 2% 65+ 5% 19 29.8% of101- veterans have a disability in Collier County. 41 24 % of people 65 years and older have a disability in Collier County. 6 Vision Difficulty All 2% 65+ 4% Collier County Age -Friendly Action Plan 2022 66 HEALTH EQUITY Food & Nutrition In 2019, 37,520 people in Collier County No were food insecure. 31% of food insecure people were above SNAP and other nutrition programs threshold of 200% poverty, meaning they could not receive government benefits. zo ��+r Percentage of WIC Eligibles Served, 20218 Collier j ♦ A ♦ 55% Florida 63% The Women, Infants and Children Program (WIC) provides food and nutritional assistance to pregnant and new mothers with children up to 5 years of age. In 2021, the percentage of WIC eligibles served in Collier County was 55 % compared to Florida at 63%. The percentage of WIC eligibles served in Collier County has decreased 16 % since 2016. Education Collier County Educational Attainment, 2020 8 IF 26% IF V 12% 15 /o 9% ��0s Cy�9 o ezit �9 Gch 4�ya �o R9Q Florida Collier 2 Z 7% f In 2019, 7.9 % of households in Collier County received Supplemental Nutrition Assistance program (SNAP) benefits. It was estimated that 22 % of food insecure children were ineligible for federal nutrition programs. 65% of Collier County children Pre-K through Middle School are eligible for free/reduced lunch. s IN Higher educated individuals live longer, healthier lives than those with less education, and their children are more likely to thrive. This is true even when factors like income are taken into account" -County Health Rankings, 2022 Collier County Age -Friendly Action Plan 2022 67 HEALTH EQUITY rre In 2020,49 babies were born in Collier County to adolescent/teen ' moms (11-17 years old). Maternal & Infant Health,) Qs There were 20 repeat teen births (15-19 years old). Of those births, 80 % Infant Mortality Rate were Hispanic teen moms. Per 1,000 Live Births Collier County Live Birth Rate Per 1,000 Births 2020 44848.a.a 44484 8.2 oil 2015 9.4 2020 2021 2010�ia�a�a4 10.4 ■ Collier I Florida From 2010 to 2020, the birth rate in Collier Infant mortality in Collier County has County has decreased 5%. Florida has also increased 200% from 5 infant deaths in seen a 2% decrease of births in the last decade. 2020 to 15 in 2021. The Black infant death rate (12.6), was 3.7 times hi here than the White infant death rate 13.4). \ - Preterm/Low Birth Weight Disparity 80% of mothers in In 2020, 5% of babies in Collier Count were born Collier County and o y (% 85% of mothers in preterm with a low birth weight. 6.7/0 of Black Florida initiated babies are born preterm with a low birth weight, breastfeedin compared to Hispanic (4.6%) and White (4.3%) in 2020. babies. Infants born with a very low birthweight have a 0 24 % chance of dying during their first year of life, 31/0 of pregnant women 20 years and and are more likely to have a learning disability or older, and 42 % of pregnant teens in impaired development. s Collier County did not have adequate prenatal care in 2020 (missed 20% or more prenatal appointments). 01� Collier County Age -Friendly Action Plan 2022 68 HEALTH EQUITY LGBTQ+ 22 gThere areapproximately 9,955 LGBT+ adults in Collier County and 36,000 LGBTQ+ adults in Southwest Florida (Charlotte, Collier, Glades, Hendry, and Lee Counties). Poor mental health, depression, and smoking in the LGBTQ+ population has been associated with greater exposure to specific stressors such as stigma, discrimination, violence, and rejection. Almost a third of LGBTQ+ adults in Southwest Florida are Hispanic (31%), the majority are White (61%). LGBTQ+ adults are more likely to be Hispanic than non-LGBTQ+ adults. LGBTQ+ Socioeconomic Characteristics in Southwest Florida, 2019 H s a High School ' ' ' ' ' 2 in 5 13 ploma or Less 43% Live at or Below 200% of the poverty level Are Food Insecure Uninsured 1 in 3 35% 1 in 5 20% 1 in 5 17% Southwest Current High Florida LGBTQ+ Smoker A All 14% Suffering From Cholesterol Cardiovascular Health LGBTQ+ 28% V Depression LGBTQ+ 33% Disease Risk Disparities, All 17% ■ LGBTQ+ 25% All 30% LGBTQ+ 42% 2019 All 39% Premature MortalitY8 Years of Potential Life Lost (YPLL) is defined as the years of potential life lost due to a premature death, compared to living a full life to the age of 75. YPLL in public health may be interpreted as a measure of preventable mortality for causes that are particularly associated with the education and income level of the population as well as the public health prevention, planning strategies, and priorities of a community. Collier County Years of Potential Life Lost, 2020 YPLL Under 75 Years of Aae per 100.000 Population Cause of Death white Unintentional Injury 1,712.5 Cancer 1,577.4 Heart Disease 849.6 Suicide 516.2 COVID-19 221.0 Black 304.2 1,155.2 1,122.3 312.4 460.4 Hispanic 939.5 1,240.0 199.8 380.7 648.3 Whites had the highest YPLL in the unintentional inJ'ury, cancer, and suicide categories. Blacks had the highest YPLL in heart disease, and Hispanics had the highest YPLL in COVID-19. Blacks also had high YPLL (306.3), from perinatal period conditions and Hispanics had high YPLL (237.5), as a result of liver disease and cirrhosis compared to other races and ethnicities. Collier County Significant Increases in YPLL from 2015 to 2020 vvi 30% increase in the YPLL due to unintentional injuries 51% increase in the YPLL due to suicides 147% increase in the YPLL due to diabetes Collier County Age -Friendly Action Plan 2022 69 CONTINUING HEALTH PRIORITIES There are several additional public health areas that have a proven impact on the overall health of a community. They are the motivation for a key subset of the core public health services provided by DOH -Collier and the medical care providers in the Collier County local public health system. Surveillance and programmatic response to these health priorities is continuous. They include communicable diseases such as sexually transmitted diseases (STDs), Tuberculosis (TB), as well as COVID-19, and Monkeypox. STDs Bacterial STDs, 2011-2020 450.0 400.0 0 0 350.0 0-------------------------- Q 300.0 0 i 250.0 d 200.0 d M 150.0 100.0 50.0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Rate — — — • Average Rates of STD cases have increased over 35% within the last 10 years in Collier County. Although rates have been on a slight decrease since 2018, they are still trending higher than the 10 year average. Chlamydia and gonorrhea are the most common types. The most clearly defining factor is age with 65 % of cases being reported in the 18-29 age groups. Blacks have the highest rate of STDs (1,016.1) compared to Whites (166.4) and Hispanics (452.1). HIVE HIV Diagnoses, 2011-2020 70 65 60 = 55 3 50 V 45 H 40 0 35 p 30 1 25 A 20 d, 0 15 10 5 1 o � 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 The number of reported HIV infections has decreased 65% from 2011 to 2020. The decrease from 2019-2020 could be attributed to COVID- 19, where fewer medical visits and diagnoses were made. HIV is usually transmitted through sexual behaviors and needle sharing. Every new HIV case is investigated to link people into care and prevent further transmission. AIDS 9.0 8.0 7.0 0 00 6.0 0 5.0 0 i 4.0 a� a 3.0 m M 2.0 Bacterial STDs, Collier County and Florida 2018-2020 8 # Of Cases County 3-Year State 3-Year Annual Average Rate per 100,000 Rate per 100,000 Chlamydia 1,143 303.8 494 Gonorrhea 213.3 56.2 172.3 Syphilis 64 16.9 55.1 1.0 0 AIDS Diagnoses, 2011-2020 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 — Rate Average HIV left untreated may lead to AIDS. There was over a 53% decrease in AIDS diagnoses from 2011-2020. 90% of AIDS diagnoses were male in 2020. Collier County Age -Friendly Action Plan 2022 ro CONTINUING HEALTH PRIORITIES COVID-19 Coronavirus disease 2019 (COVID-19) is a respiratory illness caused by severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2). Symptoms vary from mild to severe illness. COVID-19 vaccines help your body develop protection from the virus, and lowers the risk of getting very sick, being hospitalized, or dying from COVID-19. 45 COVID-19 Vaccinations, Collier 44 Percent of total population as of August 11, 2022 One Dose: 84.1% Fully Vaccinated: of of of of of of 71.5% First Booster: TTTT 43.7% Cumulative COVID-19 Cases 44 From March 1, 2020, to August 11, 2022 [Florida al Cases ; Case Positivity l ' ier 95,854 Collier 25.4% l ' 6,909,416 Florida 28.6% COVID-19 Deaths, 2020 6 Total Deaths ; Death Rate ■1l ' Collier 319 Collier 36.3 ■1l ' Florida 19,157 Florida 57.4 C 7 0 U d H M U Tuberculosis,, TB is an airborne infectious disease, and because of its high potential for transmission, even the small number of cases reported must be investigated, treated, and curtailed. TB is mostly found in medically under served, low-income populations and especially where people live in crowded conditions. 22 20 18 16 14 12 10 8 6 4 2 0 Tuberculosis Cases, 2011-2020 --l" ----- --------- --------- - 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 — Rate — — — - Average The number of TB cases reported in Collier County has been on an upward trend since 2016. Collier County has had a higher rate of TB cases than Florida over the last 10 years, except for in 2016. Monkeypox Monkeypox is a disease caused by infection with the monkeypox virus. Monkeypox typically begins with flu -like symptoms, swelling of the lymph nodes and progresses to a rash on the face and body. Transmission is low, and generally requires prolonged, face-to-face contact, direct Monkeypox Cases 6 contact with an active As of August 20, 2022 rash, or indirect contact with Confirmed ; Probable an active ■ 1 l i ■ I I rash Collier 2 Collier 1 through ■ 1' ; ■1l contaminated Florida 875 ! Florida 654 items. 43 Collier County Age -Friendly Action Plan 2022 CONCLUSION Assessing the health of the community is a complex equation with multiple variables that are interrelated and involve agencies and organizations from nearly every sector. The community health priorities described in this CHA are an example of such complexity. Mental health issues relate to alcohol and drug use. Alcohol and drug use increases risk factors for chronic diseases. Having access to quality health care services might result in treatment for a mental illness or reveal the early symptoms of a chronic illness, encouraging a behavior change that prevents it. All of these issues affect older adults in similar ways because young adults become older adults. Preparing for the health services needs of older adults is especially poignant at this time because that sector of the population is expected to grow exponentially over the next decade. Minorities, and low-income residents experience higher rates of poor mental health, chronic disease, obesity, STD's, infant mortality, low birth weight, Alzheimer's, and deaths from COVID-19. The inequities that contribute to these health challenges in Collier County are reflected within each social determinant of health, the built environment, and can also be attributed to a significant income gap and rising costs of living in the county. The next steps in the MAPP process are community -wide strategic planning, action planning, and monitoring of progress. DOH -Collier facilitates these efforts by educating and convening partners from the local public health system to analyze and consider the CHA findings. The resulting Community Health Improvement Plan (CHIP) guides community -wide strategies for improving the health of those residing in Collier County for the next five years, 2023- 2028, by utilizing and expanding current partnerships, and developing multi -sector work groups and objectives to address community health priorities. Collier County Age -Friendly Action Plan 2022 r72 REFERENCES 1. Livable Florida - DOEA (2022) Retrieved from https://elderaffairs.org/programs-services/livable-florida/ 2. AARP Network of Age -Friendly States and Communities (2020) Retrieved from https://www.aarp.org/livable-communities/network-age-friendly-communities/ 3. Collier County, Florida - AARP Livability (2022) Retrieved from Indexhttps://Iivabilityindex.aarp.org/search/Collier%20County,%20Florida,%20United%20States 4. Collier County Community Themes and Strengths Assessment Report (2022) Retrieved from appendixccommunitythemesstrengthsassessmentreport.pdf (floridahealth.gov) 5. Collier County Community Health Improvement Plan (2019) Retrieved from https://collier.floridahealth.gov/programs-and-services/community-health-planning- and-statistics/public-health-information/_documents/CHIPCollier.pdf 6. FLHealth CHARTS (2020) Retrieved from https://www.flhealthcharts.gov/Charts/ 7. Veterans - Census Bureau Tables (2020) Retrieved from https://data.census.gov/cedsci/table?q=Veterans&g=0400000US12_0500000US12021 8. Community Health Status Assessment (2022) Retrieved from https://collier.floridahealth.gov/programs-and-services/community-health-planning-and- statistics/public-health-information/_documents/appendixacommunityhealthstatusassessmentreport.pdf 9. EMSTARS - Emergency Medical Services Tracking And Reporting System (2020) Retrieved from https://www.floridaemstars.com/ 10. Smoking Cessation: A Report of the Surgeon General (2020) Retrieved from https://www.hhs.gov/sites/default/files/2020-cessation-sgr-full-report.pdf 11. 2021 Profile of Older Floridians -Collier (2021) Retrieved from https://elderaffairs.org/wp-content/uploads/Collier-Profile-2021.pdf 12. Social isolation, loneliness in older people pose health risks I National Institute on Aging (2019) Retrieved from https://www.nia.nih.gov/news/social-isolation- loneliness-older-people-pose-health-risks#:-:text=Research%20has%201inked%20social%20isolation,Alzheimer%27s%20disease%2C%20and%20even%20death. 13. Health Equity in Healthy People 2030 - Healthy People 2030 (2022) Retrieved from https://health.gov/healthypeople/priority-areas/health-equity-healthy- people-2030 14. Census Reporter (2020) Retrieved from https://censusreporter.org/ 15. Explore Census Bureau Data (2020) Retrieved from https://data.census.gov/cedsci/ 16. Disability Impacts All of Us Infographic I CDC (2020) Retrieved from https://www.cdc.gov/ncbddd/disabilityandhealth/infographic-disability-impacts- all.html#:-:text=26%20percent%20(one%20in%204,is%20highest%20in%20the%20South. 17. Quick Facts on the Risks of E-cigarettes for Kids, Teens, and Young Adults I CDC (2022) Retrieved from https://www.cdc.gov/tobacco/basic information/e- cigarettes/Quick-Facts-on-the-Risks-of-E-cigarettes-for-Kids-Teens-and-Young- Adults.html#:-:text=The%20use%20of%20e%2Dcigarettes,the%20early%20to%20mid%2D20s.&text=E%2Dcigarettes%20can%20contain%20other%20harmful%20s ubstances%20besides%20nicotine. 18. CDC - Homelessness as a Public Health Law Issue (2020) Retrieved from https://www.cdc.gov/phlp/publications/topic/resources/resources- homelessness.html#:-:text=Homelessness%20is%20closely%20connected%20to,%2C%20tuberculosis%2C%20and%20other%20conditions. 19. Florida Council on Homelessness. (2020). Retrieved from http://www.myflfamilies.com/service-programs/homelessness 20. Hunger & Poverty in Collier County, Florida I Map the Meal Gap (2020) Retrieved from https://www.who.int/news-room/fact-sheets/detail/preterm-birth 21. WHO - Preterm birth (2018) Retrieved from https://www.who.int/news-room/fact-sheets/detail/preterm-birth 22. LGBT-Adults-SW-Florida (2019) Retrieved from https://williamsinstitute.law.ucla.edu/wp-content/uploads/LGBT-Adults-SW-Florida-Oct-2019.pdf 23. Social Determinants of Health- Healthy People 2030 (2020) Retrieved from https://health.gov/healthypeople/priority-areas/social-determinants-health 24. Population and Demographic Data - Florida Products (2020) Retrieved from http://edr.state.fl.us/Content/population-demographics/data/index- floridaproducts.cfm 25. The Value of Experience: Age Discrimination Against Older Workers Persists (2018) Retrieved from https://www.aarp.org/content/dam/aarp/research/ surveys_statistics/econ/2018/value-of-experience-age-discrimination-highlights.doi.10.26419-2Fres.00177.002.pdf 26. What Is Dementia? I CDC (2019) Retrieved from https://www.cdc.gov/aging/dementia/index.html 27. Excessive Alcohol Use I CDC (2022) Retrieved from https://www.cdc.gov/chronicdisease/resources/publications/factsheets/alcohol.htm 28. Local Public Health System Report (2018) Retrieved from https://collier.floridahealth.gov/programs-and-services/community-health-planning-and- statistics/public-health-information/_documents/appendixblocalpublichealthsystemassesmentreport.pdf 29. Forces of Change Assessment (2022) Update Retrieved from https://collier.floridahealth.gov/programs-and-services/community-health-planning-and- statistics/public-health-information/_documents/appendixdforcesofchangeassessmentreport.pdf 30. Mobilizing for Action through Planning and Partnerships (MAPP) (2022)- NACCHO Retrieved from https://www.naccho.org/programs/public-health- infrastructure/performance-improvement/community-health-assessment/mapp 31. Collier Population Projections (2020) Retrieved from http://edr.state.fl.us/Content/population-demographics/data/MediumProjections_2020.pdf 32. Collier County Growth Management (2022) Retrieved from https://www.colliercountyfl.gov/government/growth-management 33. County Health Rankings and Roadmaps (2022) Retrieved from https://www.countyhealthrankings.org/app/florida/2022/rankings /collier/county/outcomes/overall/snapshot 34. Sharecare Community Well -Being Index -State Report (2021) Retrieved from https://wellbeingindex.sharecare.com/wp-content/uploads/2022/07/Sharecare- Community-Well-Being-Index-2021-state-rankings-report.pdf 35. Collier County Sharecare Community Well -Being Index (2021) Retrieved from https://wellbeingindex.sharecare.com/interactive-map/ 36. SWFL Sharecare Community Well -Being Index (2021) Retrieved from https://ldrv.ms/b/s!AuKQEXCJw-ZSgQJvZJ7rnaMiLgDE?e=H27VhJ 37. Collier County Parks and Rec (2022) Retrieved from https://www.collierparks.com/ 38. Collier MPO Bicycle/Pedestrian Master Plan (2019) Retrieved from https://www.colliermpo.org/wp-content/uploads/2020/09/Bicycle-and-Pedestrian-Master- Plan-2019-Final.pdf 39. Collier MPO Long Range Transportation Plan (2020) Retrieved from https://www.colliermpo.org/wp-content/uploads/2021/06/FinalC011ier2045LRTP6-1-2l.pdf 40. Alzheimer's Association, Alzheimer's Disease Facts and Figures (2021) Retrieved from https://www.alz.org/media/Documents/alzheimers-facts-and-figures.pdf 41. Collier County Health Equity Plan (2022) Retrieved from https://collier.floridahealth.gov/programs-and-services/community-health-planning-and- statistics/public-health-information/_documents/CCHealthEquityPlan.pdf 42. American Health Rankings (2022) Retrieved from https://www.americashealthrankings.org/explore/annual/measure/PrevHosp/state/ALL 43. CDC - Monkeypox (2022) Retrieved from https://www.cdc.gov/poxvirus/monkeypox/about.html 44. Florida Health COVID-19 (2022) Retrieved from https://floridahealthcovidl9.gov/ 45. CDC - COVID-19 (2022) Retrieved from https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html Collier County Age -Friendly Action Plan 2022 r73 APPENDICES Appendix A: Community Health Status Assessment Appendix B: Community Themes and Strengths Assessment Appendix C: Forces of Change Assessment Appendix D: Local Public Health System Assessment �H Cn - mnreh�^sive Rc�< �uNv. CO u Stet us sAIntylf _°'°� sses ea/th 2022 smeht strenmhnity rhs,es� 2022 4sses ment 'issesstl7ent c'n9e 2022 -_a1 p4 , / SySte b/�C He M Assess a/th 2019 Ment Collier County Age -Friendly Action Plan 2022 Methodology: Mobilizing for Action through Planning and Partnerships (MAPP) 30 Organize Partnership 14 for Success 15 Development Visioning 4W Four MAPP Assessments qp Identify Strategic Issues qr Formulate Goals & Strategies Evaluate Plan Implement DOH -Collier uses a community -driven strategic planning process for improving community health called Mobilizing for Action through Planning and Partnerships (MAPP). Facilitated by public health leaders, this framework helps Collier County collect and analyze data gathered from local partners and community members to apply strategic thinking to prioritize public health issues and identify resources to address them. MAPP does not focus on one agency; rather, it is an interactive process that can improve the efficiency, effectiveness, and ultimately the performance of Collier County's entire local public health system. The quantitative and qualitative data collected from the four MAPP Assessments is analyzed to create the Collier County CHA. The community health status assessment is a detailed report that presents primary and secondary Community data on Collier County population and demographics, Health Status disease rates, causes of death, health behaviors, mental health, maternal and child health, and other public health outcomes. Community Provides a deep understanding of the issues that residents feel are important by answering the Themes & Strengths questions: "What is important to our community?" "How is quality of life perceived in our community?" and "What assets do we have that can be used to improve the community's health?" Focuses on identifying forces such as legislation, technology, and other impending changes that affect Forces of the context in which the community and its public health system operate. This answers the questions: Change "What is occurring or might occur that affects the g health of our community or the local public health system?" and "What specific threats or opportunities are generated by these occurrences?". Focuses on all the organizations and entities that contribute to the public's health. The LPHS Local Public Assessment answers the questions: "What are the components, activities, and capacities of our local Health System y public health system?" and "How are the 10 Essential Public Health Services being provided to our community?" fir „;•�. ;, Population Characteristics j • . �hl !�= �lj{ri Social Determinants of Health Settings and Systems • County Health Rankings • Health Conditions • Health Behaviors and Status Ali Prepared by the Health Planning Council, the 2022 Collier County Community Health Status Assessment collected and analyzed quantitative information on health status, quality of life, and risk factors of the population. Six categories of data were studied and each category included select indicators significant to the community. • Large proportional increases in older adults due to the aging "Baby Boomer" population. • 11% of individuals are living in poverty. • 33% of households are cost -burdened. • 14% of residents do not have health insurance. • Cancer, heart disease, stroke, and COVID- 19 are the leading causes of death. • Since 2017, the largest number of suicide deaths in Collier County have been among those aged 45-65. • COVID-19 is the fourth leading cause of death for adults 65 and older. • 91% of drug overdose deaths involved opioids. • The ratio of residents to primary care providers is high compared to the statewide ratio. • There are only 231 nursing home beds per 100,000 population compared to the Florida average of 387. • The use of e-cigarettes or vaping has been increasing each year among youth ages 10-17. • While the rate is lower than Florida, Chlamydia is the most common sexually transmitted infection (STI) in Collier County. • Infant mortality and low birth weights have declined 17% over the last 10 years, however an evident disparity in the black population still exists. Collier County Age -Friendly Action Plan 2022 APPENDIX B: COMMUNITY THEMES AND STRENGTHS ASSESSMENT 4 During the months of February 2021 through January 2022, the Florida Department of Health in Collier County (DOH -Collier), in partnership with NCH Healthcare System, obtained community input regarding health and quality of life issues for those residing in Collier County via completion of a community health survey and focus group sessions. Through the collaborative efforts of community partners and DOH -Collier Staff,12 focus groups and 16 survey links were sent out to community organizations for a total of 1,261 surveys collected. The survey results revealed areas that respondents perceive as in need of improvement, as well as areas that make Collier County a great place to live, learn, work, and play. Lowest Scoring Survey Questions Community Health Survey Questions There are enough dental services available for children and adults Nr That Agree n=1,261 75.73% There are adequate resources to address �' drug and alcohol abuse in Collier County. 1 Ill 67.64% The Community Themes and Strengths Assessment answers the following two questions: What is important to our community? What assets do we have that can Collier roadways are safe for drivers, o be used to improve the bicyclists, and pedestrians 62.84/0 A community's health? Highest Scoring Survey Questions Community Health Survey Questions % That Agree n=1,261 I am satisfied with the quality of life ' r 30% • in our community This community is a good place to 83.31% grow old This community is a safe place to live 93% Feedback from community focus group attendees and survey participants provided an exceptionally high level of satisfaction in a several distinct public health topics, and identified a number of opportunities for improvement in Collier County. Each group expressed that they were pleased with the overall quality of life in Collier County and that it was a safe place to live and grow old. Residents also conveyed that Collier County has an abundance of services to offer, and efforts to increase knowledge and awareness of those services should be continued. Additional opportunities to improve include increasing the number of adequate resources for drug and alcohol abuse, safer roadways for drivers, bicyclists, and pedestrians, and the need for more specialty care and dental services for children as well as adults. Collier County Age -Friendly Action Plan 2022 APPENDIX B: COMMUNITY THEMES AND STRENGTHS ASSESSMENT 4 COVID-19 limited the amount of focus groups that could be held, therefore other methods needed to become the primary source for survey collection. Flyers with a QR code to the online survey were handed out to individuals at mass vaccine events, in DOH -Collier WIC, Dental, and STD clinics. Community Health Survey Participation by Age Answered:1,232 Skipped:29 75 years or older 5.44% (67) 65-74 years old 14.12% (174) 55-64 years old 25.70% (311) Under 18 years old 1.65% (20) ears old 3.80% (46) 25-34 years old 10.96% (135) 35-44 years old 18.34% (226) 45-54 years old 19.81% (244) In 2022, Community Health Survey participation increased by 235.61% from 2019. To reflect the composition of the county, deliberate efforts were made to solicit input from older adults by targeting retired residents in East and North Naples, as well as hosting focus group discussions with Naples Senior Center clients, and veterans. Thus, participation for those over age 65 increased 129.52% in 2022. As part of the survey, participants were also asked to prioritize ten different healthcare related areas. The ten public health categories were ranked by their order of importance for Collier County as perceived by the attendees. A rank of one means that the issue is most important and a rank of ten means the issue is of least importance to the participant. riori y Healtn RanKings 2019-2022 Comparisons Mental Accessto Chronic Health of Alcohol &Drug Communicable Obesity Dental Unintentional Disabilities 2 Health Care Diseases Older Adults Use Diseases Health Injuries 1 72019 2 3 4 5 6 7 8 9 10 Mental Chronic Accessto Alcohol Healthof Obesity Communicable Dental Unintentional Disabilities Health Diseases Care Use OlderAdults Diseases Health Injuries 1 2 3 4 5 6 7 8 9 10 2022 Top Five Priority Rankings Mental Health © Access to Care A Chronic Diseases w Health of Older Adults 4 Alcohol and Drug Use Collier County Age -Friendly Action Plan 2022 APPENDIX C: FORCES OF CHANGE ASSESSMENT29 Our health is determined by much more than traditional medical care. Many factors play a role in determining our health. These include economic, environmental, political, social, ethical, medical, and technological factors. The Forces of Change Assessment focuses on identifying forces and other impending changes that affect the context in which the community and its public health system operate. On April 4, 2019, hosted in collaboration with NCH Healthcare System, community leaders brainstormed a comprehensive list of trends, events, and factors that may affect the health of the community and local public health system over the next several years. An update was made in 2022 to reflect ongoing, and recently developed forces of change in Collier County. The Forces of Change Assessment answers the following two questions: What is occurring, or might occur, that affects the health of our community or the local public health system? What specific threats or opportunities are generated by these forces? Significant Forces Impacting Collier County 4 COVID-19 Pandemic FoWAccess to Care ICI Rising Inflation LY Opioid Epidemic ** 33 Growing Population Growing Older Adult Population -V*._ tt Several themes arose during the discussion of threats to and opportunities for the local public health system in Collier County. The COVID-19 pandemic, access to care, a growing general and older adult population, the opioid epidemic, and rising inflation have major health implications as reflected by the number of times participants mentioned them. However, opportunities to seek more partnerships, and best practices were met with enthusiasm by many participants who acknowledged the potential in these areas for improving health in Collier County. As Collier County moves forward with its Community Health Improvement Planning process, these findings will be revisited regularly to ensure that changes in these forces are incorporated into the planning and monitoring processes. Collier County Age -Friendly Action Plan 2022 80 APPENDIX D: LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT 28 In September of 2018, hosted by NCH Healthcare System, DOH -Collier led the third Local Public Health System (LPHS) Assessment for the county. The LPHS Assessment identifies the activities and capacities of the local public health system and identifies strengths and areas for improvement. The LPHS uses the National Public Health Performance Standards Program local survey instrument, developed collaboratively by seven national public health organizations. The assessment focuses on standards, designed around the Ten Essential Public Health Services. Summary of Overall Results of 2018 Assessment 7: Enable Equitable Access = _ 50 4: Mobilize Partnerships 50 10: Research/Innovations 54.9 9: Evaluate Services 55 8: Assure Workforce 68.2 1: Monitor Health Status 69.4 3: Educate/Empower 5: Develop Policies/Plans 2: Diagnose and Investigate 6: Enforce Laws M Moderate Activity The performance scores of each Essential Public Health Service are ranked lowest to highest, with the lowest performing essential public health services being #7: Enable Equitable Access, and #4: Mobilizing Partnerships. Since 2018, the Local Public Health System in Collier County has enhanced the collaboration with partners across sectors and made ensuring that the public has equitable access to healthcare services a top priority. Significant Activity 75 75 84.7 85.8 Optimal Activity Essential is Health ?rvices "SO Sees, , F *e 04" p 04 0 f 0 P** 00 -. • LIVE WELL qp 4* 6 AGE WELL s Co ter County Fadlities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov WORKFORCE HOUSING LAND ACQUISITION POLICY SURTAX FUNDING EVALUATION CRITERIA Approved by Board of County Commissioners 3/28/2023, Item 11 APPLICANT CONTACT INFORMATION Name of Property Owner(s): Bozicnik TR, Raymond J, Raymond J Bozicnik Trust, Nicolette Rae Bauer Tr, Nicolette Rae Bauer Trust Name of Applicant (if different than owner): MHP Collier 11, LLC, c/o Christopher Shear Address: 777 Brickell Ave, Suite 1300 City: Miami State: FL Zip: 33131 Telephone: 786-584-2486 E-mail Address: bzunamon@mcdhousing.com Name of Agent: Bill Zunamon Firm: McDowell Housing Partners Address: 777 Brickell Ave, Suite 1300 Telephone: 786-584-2486 E-mail Address: bzunamon@mcdhousing.com Cell: City: Miami Cell: PROPERTY INFORMATION Address of Subject Property: 6360 Collier Blvd, Section/Township/Range: 3 / 51 Subdivision: 100-Acreage Header / 26 Current Zoning and Land use of Subject Property: State: FL Zip. 33131 Property I.D. #: 00725640004 & 00725040002 Unit(s): 39 & 22 Lot(s): C-3 & MH respectively; Vacant Residential Block(s): On November 6, 2018, the voters of Collier County approved a one percent (1%) local government infrastructure surtax upon all taxable transactions occurring within the County. Twenty million dollars ($20,000,000) of this surtax is earmarked to be used for land acquisition in accordance with Section 212.055(2), Florida Statutes. On March 28, 2023, the Collier County Board of County Commissioners approved the below to guide future land acquisitions using these funds for the development of future workforce housing projects. 1 8/2023 4 16— TV Co per County Faalities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov SURTAX FUNDING EVALUATION CRITERIA For the development of a shortlist, this evaluation criterion will be utilized by a COUNTY Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points (point allocations subject to change) 1. Cover Letter / Management Summary 0 Points 2. Property and Business Plan 45 Points 3. Financing & Cost of Services to the County 20 Points 4. Experience and Capacity of the Firm 15 Points 5. Specialized Expertise of Team Members 10 Points 6. Certified Minority Business Enterprise 5 Points 7. Local Vendor Preference 5 Points TOTAL POSSIBLE POINTS 100 Points Each criterion and methodology for scoring is further described below: EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (0 Total Points) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the Wlfirm in providing the services stated herein. Include the name(s), telephone number(s), and email(s) of the authorized contact person(s) concerning the proposal. EVALUATION CRITERIA NO. 2: PROPERTY AND BUSINESS PLAN (45 Total Points) In this tab, including but not limited to: 1. Project Scope Wl The proposal should provide a written description of the project, accompanied by a conceptual site plan showing proposed building(s), parking areas, and how the development will interface with the surrounding areas. In addition, the proposed unit type (single family, multi -family, rental, or for purchase) and dwelling size (1, 2, 3, or more bedrooms) should be provided along with any planned amenities. 2. Community Impact Wl The proposal must describe how the proposed project fits with the adjacent parcels, meets the intent of the Board of County Commissioners expectations, as detailed in this ITN, and would generally benefit the community, surrounding areas, and the County as a whole. Include as many conceptual visuals as possible such as site plans, renderings, and elevations, as applicable. In addition, please provide a description of how the proposed project meets the housing affordability needs per the Collier County Community Housing Plan. 3. Zoning The proposal must identify if the property's zoning or a specific rezoning will be required to assist in the development of the proposal. If applicable, identify if the rezoning will require a comprehensive plan amendment or other special zoning relief. Be as specific as possible and provide documentation as needed to 8/2023 4 16— TV Co per County Faalities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov substantiate the request. Identify the timing of zoning and if the property should be zoned prior to the project. 4. Timeline The proposal must clearly identify approximate milestones that will be included in the land acquisition and development agreement such as the due diligence period, zoning process, if required, site development, building permits, construction, and through to the Certificate of Occupancy. 5. Site -Specific Criteria Upon approval of moving forward with this ITN the Board of County Commissioners agreed the following criteria should be mandated in the development of the property. In preparation of this proposal, it is important the following criteria are included for consideration: • Quantify desired density. The BCC is seeking proposals that will provide a moderate to high density of units. • Identify all dwelling types and if more than one type is proposed provide unit type ratios. • Define project set -asides of more than 10% for seniors, veterans, and/or special needs populations. • Define the targeted income mix proposed and how it correlates with the Community Housing Plan. • A preference that 100% of the units built be affordable and not at market rate (subject to change based on Board approval). • Target greatest units and income needs (currently rental housing at the lower income levels). • Cost of Property: Must not exceed the appraised value. • Disaster Evacuation Zone: Greater Consideration if NOT in Zone A, lesser consideration if in Zone A. • Utilities: Greater Consideration if utilities are available, lesser consideration if not available. • Wetlands: Must be less than 20% wetlands, with greater consideration for lower percentages. • Environmental: Must pass Phase I Standards, with greater consideration if passes Phase II standards as well. • Transportation: Greater Consideration if on an Arterial Road, lesser consideration on a Collector Road. • Shovel Ready: Greater consideration for fully zoned properties. • Density: Greater consideration for higher densities, lesser consideration for lower densities. • Proximity/Locational: Greater consideration closer to schools, Transit Stops, and Activity Centers. • Topography: Greater consideration for flood zones (AH and X). Lower consideration will be given to AE Zone properties (an area inundated by 1% annual chance flooding with velocity hazard (wave action) for which the Base Flood Elevation (BFE) has been determined) and properties in a VE Zone (where wave heights are expected to be 3 feet or more for which the BFE has been determined) will be eliminated from any consideration. 6. Any Additional Information Include other relevant information about the project that has not been addressed in the previous questions that the proposer would like the present to the Board in support of the proposal. The intent of this phase of the screening process is to identify a project that a majority of the Board can support moving forward to a detailed purchase and development agreement. Should your proposal be selected, the purchase and development agreement will incorporate specific milestones in the development process. The Board's acceptance of a proposal shall not constitute approval of future zoning if needed for the project to be developed. 8/2023 4 16— TV Co per County Fadlities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov EVALUATION CRITERIA NO.3: FINANCING & COST OF SERVICES TO THE COUNTY (20 Total Points) In this tab, including but not limited to: 1. Financing The proposal must provide a general financing plan. The proposal must identify if the project will be a straight purchase (if so, what is the purchase price?), partial purchase, require financing (if so, is the expectation that the County defer the purchase price until the completion of construction and/or contribute to the financing package?), or any other potential financing configuration needed for the project. In addition, the Financing information provided should include at the minimum the following: • Per unit construction costs • Proformas for rental and proposed rates (if applicable) • Per unit market costs and sales price (if applicable) • Detailed soft funding incentives required from the County • Proposed funding sources with contingencies • Address any potential Land Trust contribution (if applicable) • Detailed affordability restrictions The proposer should submit a financing plan that demonstrates the proposer's financial ability to successfully purchase and complete the development of the parcel. Limited pro -forma would be acceptable based on the conceptual plan submitted for review. 2. Total Project Value Include an approximate construction value and ending taxable value. Please state if your entity holds tax- exempt status or if the project is eligible for tax exemption. Also, include a detailed description of how the project is committed long-term to address housing affordability in Collier County. EVALUATION CRITERIA NO.4: EXPERIENCE AND CAPACITY OF THE TEAM (15 Total Points) In this tab, including but not limited to: Provide information that documents your firm's qualifications to produce the required deliverables, including abilities, capacity, skill, financial strength, and the number of years of experience in providing the required services. Describe the various team members' successful experience in working with one another on previous projects. Teams including a not -for -profit partner will be given greater consideration. The County requires that the vendor submits no fewer than five (5) completed reference forms from clients from the past ten (10) years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope, and complexity of this project using the Reference Form provided. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. 4 8/2023 Co ter County Faalities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov EVALUATION CRITERIA NO. 5: SPECIALIZED EXPERTISE OF TEAM MEMBERS (10 Total Points) The proposal must include a description of the firm/team, including locations of offices, the person responsible for contracting services, and the location of the contracting authority. Include a list of the qualified professional team members and qualifications of associates proposed to perform and/or assist with the work to oversee the project. Identify the names and provide resumes of proposed management members that will supervise the project, including an organizational flow chart, if available, showing the working relationship of the management structure. The proposal shall submit a portfolio of projects of similar size and scope completed and or managed by the firm or team. EVALUATION CRITERIA NO.6: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority Business Enterprise. EVALUATION CRITERIA NO.7: LOCAL VENDOR PREFERENCE (5 Total Points) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. The Board may waive, in whole or in part, any portion of this policy when reviewing a proposed acquisition of land for affordable housing. The completed application, all required submittal materials, and questions shall be submitted to: Real Property Management RPM@Co11ierCountyFL.gov • Fax: 239-252-8876 Signature of Applicant or Agent Printed Name of Signing Party Date 8/2023 McDowell HOUSING PARTNERS EKOS on Collier otr Counq Land Acquisition — SURTAX Funding 6360 Collier Blvd. Collier County, FL. October 2023 Submitted To: Collier County Real Property Division c/o Jenneifer Belpedio 3335 Tamiami Trail East, Suite 101, Naples, Florida 34112 Infrastructure Surtax Citizens Oversight Committee Members c/o Staff Liaison, John McCormick 3299 Tamiami Trail E., Naples, Florida 34112 Table of Contents CoverLetter.............................................................................................................1 ii. Exhibit 2 — Property and Business Plan.................................................................. 4 iii. Exhibit 3 — Financing & Cost of Services to the County...................................................................................................................11 iv. Exhibit 4 — Experience and Capacity of the Team..................................................12 v. Exhibit 5 — Specialized Expertise of Team Members.............................................14 vi. Exhibit 6 — Certified Minority Business Enterprise................................................15 vii. Exhibit 7 — Local Vendor Preference......................................................................16 Cover Letter October 19, 2023 Collier County Real Property Division c/o Jenneifer Belpedio 3335 Tamiami Trail East, Suite 101, Naples, Florida 34112 Re: Ekos on Collier Land Acquisition — SURTAX Funding. 6360 Collier Blvd. Collier County, FL. Dear Collier County Real Property Division and Surtax Citizens Oversight Committee: McDowell Housing Partners, LLC ("MHP"), is extremely pleased to submit a proposal for the Collier County Workforce Housing Land Acquisition Surtax Funding application. MHP, through its non-profit partnership with Collier County Community Land Trust Inc. and its development team is proposing to develop "Ekos on Collier", a 160-unit, multi -family, affordable housing community located on 6360 Collier Blvd., Naples, FL. The MHP Team applauds Collier County on its progressive initiatives to address the housing crisis. There are very few places where the current housing crisis is more apparent than within Collier County. Market forces in the Country make it nearly impossible to build new housing that low- income and middle-class workforce families can afford. Wages have not risen at the same rate as the cost of housing, as a result, there is an evident lack of housing options for low-income residents as well as the middle-class workforce. MHP brings forth the requisite discipline, experience, local knowledge, and most of all passion, to deliver a quality, sustainable attainable housing community. MHP has an established track record of successfully working in Collier County. MHP has successfully secured scarce/competitive funding for over 1,500 units in the past 3 years with over 400 of those units currently being developed in Collier County. Our experience developing, constructing, and managing subsidized housing assets will ensure the development's long-term viability and success, while addressing the housing crisis that Collier County currently faces today. Overall, MHP has the deep financial capacity, multifamily operating expertise, and local presence that will undoubtedly be necessary to successfully deliver such a major development in a timely fashion. IMcDowell C'Ote"r C: OHnty HOUSING PARTNERS We understand Collier County's objective for this development is to serve a broad range of income levels between 30% - 70%. Therefore, the MHP team has devised a plan that we believe will deliver the greatest public benefit to the widest array of the area's underserved citizens. Nonetheless, MHP maintains a resolute commitment to work in full collaboration with Collier County, the surrounding neighborhood and community stakeholders. The approach of working from the "inside out" has proven to be a key element underlying our reputation and success as a distinguished public/private partnership housing developer. The general development concept consists of one five -story mid -rise concrete, with a total of 160 units on approximately 7.089 acres in Collier County. The proposed location and layout of the buildings on the site took into consideration a lower impact on the surrounding neighborhood by building only up to six stories while maximizing the number of units available. Ekos on Collier will also provide a clubhouse with resort -style amenities and enhanced landscaping throughout the community. The proposed development will encompass a mix of rental levels in the affordable range (up to 70% AMI) and potentially at workforce levels (up to 120% AMI) depending on the final development programming, thorough market research and well thought out financial execution. Essential Service Personnel, County employees, and Veterans will have a preference for all units, provided we do not discriminate against protected classes under the Fair Housing Act. Covenants will be recorded under a long-term ground lease, loan documents, and/or the Tax Credit Land Use Restriction Agreement. Resources, including land, dedicated to affordable housing are not near enough to supply the increasing demand. We believe they should be conveyed in a matter that provides the greatest public benefit, including housing for the low and extremely low-income levels where demand drastically outweighs supply. The project will be financed chiefly through the Low -Income Housing Tax Credit (LIHTC) program, the best financing available for housing restricted to income levels. With the goal to be good stewards of public resources, the LIHTC program allows to serve income levels between 30%-80% of the County AMI, thereby delivering a greater public benefit than solely 80% AMI rents. MHP is extremely proficient within Florida's LIHTC program and will pursue various LIHTC structures (i.e., 9% or 4% with tax-exempt bonds) to ensure we deliver the units within time and within budget. We are open as well to going up to the 120% AMI Level (workforce) if the county desires. MHP's proposal conscientiously incorporates the following goals and objectives within our commitment to provide safe, and sustainable communities to call home: EKOS ON COLLIER - OCTOBER 2023 2 • Be the best stewards of public resources by serving the broadest income spectrum (30% - 120% AM I). • Integrate Collier County and local vendors into the development team and process. • Provide a realistic and sustainable financing and operating plan to ensure long-term viability and sustainability. o Including concrete construction, and market -rate amenities. • Work in a spirit of collaboration and transparency with Collier County to develop the most suitable development program. • Maximize the economic benefits and minimize risks to Collier County: o Seeking additional sources of funding through the State agency (Florida Housing Finance Corporation). ■ Bonds ■ 4% tax credits ■ 9% tax credits ■ SAIL Funding ■ ELI Funding o Partnering with local non -profits which enables the proposed development to be tax exempt. o MHP will pay for pre -development expenses including upfront planning and engineering costs for rezoning, design, and entitlements. o MHP will assume the financial risk and guarantees. • Create both permanent and temporary jobs for area residents. o Commit to best efforts of utilizing Women Business Enterprise (WBE) and Minority Business Enterprise (MBE) for subcontractors and vendors. o Commit to best efforts of hiring local labor, subcontractors, and vendors. In summary, MHP embodies the passion, commitment, and expertise necessary to develop a product that will be a true asset to Collier County in perpetuity. We appreciate your consideration and look forward to your feedback. Sincerely, Christopher Shear, COO McDowell Housing Partners Direct (786) 577-98371 Cell (773) 981-1817 cshear@mcdhousing.com EKOS ON COLLIER - OCTOBER 2023 3 Exhibit 2 — Property and Business Plan. Project Scope Ekos on Collier is located on a 7.089-acre vacant at 6360 Collier Boulevard which is located within unincorporated Collier County. The current proposed development plan is comprised of a five -story or six -story mid -rise building for a total of 160 units with surface parking throughout the entire property. The proposed development will also provide a standalone clubhouse with state-of-the-art amenities such as a resort style swimming pool, play park, game room, and cybercafe. The dwelling units will all feature solid surface countertops; plywood cabinets; luxuryvinyl tile flooring; full-size energy star appliances including range, refrigerator microwave, garbage disposal and dishwasher. All units will provide side -by -side washer and dryers. The Development Team is committed to going above and beyond FHFC's requirement to secure a green building certification at a Silver or Gold level under ICC 700-2020 National Green Building Standard (NGBS) system. To ensure such efficiency level we will implement low -flow plumbing fixtures, SEER 15 HVAC systems, high efficiency (low-e or insulated) impact windows, Energy -Star qualified water heaters, and LED lighting throughout the facility at a minimum. The currently proposed development program consists of 64 one -bedroom and one - bathroom units, 84 two -bedroom and two -bathroom units and 12 three -bedroom & two - bathroom units all of which will be managed by our well qualified and experienced property manager, JMG Realty, LLC. JMG Realty will also administer various services to our residents such as financial management, adult literacy and employment assistance. The development will serve the family demographic between 30%-70% AMI and potentially up to 120%. Community Impact Ekos on Collier has the potential to have a positive impact on the community in a number of ways. First and foremost, Ekos on Collier will help to address the critical shortage of affordable housing in Collier County. According to recent data, more than 50% of households in the area are considered cost -burdened, meaning they spend more than 30% of their income on housing. By providing high -quality, affordable housing options, Ekos on Collier will help to reduce housing insecurity and improve the financial stability of local families and individuals. In addition to providing housing, Ekos on Collier will also create jobs and economic opportunities for local residents. During the construction phase, the development is expected to create more than 100 jobs, and once completed, it will provide jobs in property management, maintenance, and other areas. This will help to stimulate economic growth in the area and support the local workforce. Furthermore, Ekos on Collier will help to revitalize the surrounding neighborhood by bringing in new residents and increasing foot traffic to local businesses. This can help to create a sense of community and pride in the area, as well as support local businesses and stimulate economic growth. EKOS ON COLLIER - OCTOBER 2023 4 Additionally, Ekos on Collier will be built with a focus on sustainability and energy efficiency, which will help to reduce the environmental impact of the development and promote sustainable living practices in the community. Finally, Ekos on Collier will promote diversity and inclusivity in Naples and Collier County by providing housing options for people from a variety of backgrounds and income levels. This can help to create a more vibrant and welcoming community that values and celebrates its diversity. Overall, Ekos on Collier has the potential to have a significant positive impact on the community of Naples and Collier County, by providing safe, affordable housing options, creating jobs and economic opportunities, revitalizing the surrounding neighborhood, promoting sustainability, and enhancing diversity and inclusivity. *Please see the surrounding area photos, conceptual site plan, unit layouts and renderings below for Ekos on Collier in Exhibit A. EKOS ON COLLIER - OCTOBER 2023 5 Zoning The subject site is comprised two separate parcels: Parcel ID: 00725640004 and 00725040002 The zoning for each parcel is the following. 00725640004 • C-3 Zoning - 5.51 Acres • FLU — Urban Coastal Fringe Subdistrict 00725040002 • MH (Mobile Home) —1.92 Acres • FLU — Urban Coastal Fringe Subdistrict The majority of the site falls under the C-3 zoning designation. S13102, the Live Local Act, will allow MHP to work directly with the county to develop the optimal development plan. SB 102 provides that a county must authorize proposed multifamily and mixed -use residential projects as an allowable use in any area zoned for commercial, industrial, or mixed use if the project will provide the following: • At least 40% of the residential units are affordable; (100% of the units will be affordable in Ekos on Collier) • Affordable means: that the monthly rents, including taxes, insurance, and utilities do not exceed 30% of the AMI for Extremely -low-income persons (i.e., 30% AMI) ("ELI"), Very - low income persons (i.e., 50% AMI) ("VLI"), Low -Income Persons (i.e., 80% AMI) ("LI"), and moderate income persons (120% AMI) ("MI"); (MHP will work with the county to design the optimal unit mix in which all units will be affordable) EKOS ON COLLIER - OCTOBER 2023 Period of at least 30 years; and (Ekos on Collier will be affordable in perpetuity) For a mixed -use project at least 65% of the total square footage of the improvement on the parcel must be used for residential purposes. (The project is not mixed -use, so this does not apply) Ekos on Collier meets the above requirements as it is zoned commercial. SB 102 states that in areas zoned for commercial, industrial, or mixed use, a County may no longer require the owner to obtain a zoning or land use change, special exemption, conditional use approval, variance, or comprehensive plan amendment for building height and densities. *Please see the below Zoning Verification Letter from the County* EKOS ON COLLIER - OCTOBER 2023 FLORIDA HOUSING FINANCE CORPORATION LOCAL GOVERNMENT VERIFICATION THAT DEVELOPMENT IS CONSISTENT WITH ZONING AND LAND USE REGULATIONS Name of Development: Ekos on Collier East side of Collier Blvd., southeast of the Intersection of Henderson Creek Dr. and Development Location: Collier Blvd., Unincorporated Collier County, FL (At a minimum, provide the address number, street name and city, and/or provide the street name, closest designated intersection and either the city (if located within a city) or county (if located in the unincorporated area of the county). The location of all Scattered Sites, if applicable, must also be included. Number of Units in the Development: 160 This number must be equal to or greater than the number of units stated by the Applicant in Exhibit A of the RFA. The undersigned Local Government representative confirms that, as of the date that this form was signed, the above referenced Development's proposed number of units, density, and intended use (i) are consistent with current land use regulations and zoning designation; OR (ii) are approved pursuant to sections 125.01055(6) and 166.04151(6), Florida Statutes; OR (iii) are consistent with sections 125.01055 (7) and 166.04151 (7), Florida Statutes; OR, (iv) if the Development consists of rehabilitation, the intended use is allowed as a legally non -conforming use. I certify that the City/County of CERTIFICATION has vested in me the authority to verify (Name of City/County) consistency with local land use regulations and zoning designation or, if the Development consists of rehabilitation, the intended use is allowed as a "legally non -conforming use" and I further certify that the foregoing information is true and correct. In addition, if the proposed Development site is in the Florida Keys Area as defined in Rule Chapter 67-48, F.A.C., I further certify that the Applicant has obtained the necessary Rate of Growth Ordinance (ROGO) allocations from the Local Government. Signature .c, Print or Type Name 2a�f/y l `0) " f-v ,z- Print or Type Tide Date Signed Collier County 24G c N . Address (street address, city, state) ii% ll s i1_ 3 /Ll Address street address, city, state) 2-9 F Ufa- 2yo 0 Telephone Number (including area code) This certification must be signed by the applicable City's or County's Director of Planning and Zoning, appointed official (staff) responsible for determination of issues related to comprehensive planning and zoning, City Manager, or County Manager/Administrator/Coordinator. Signatures from elected local government officials are not acceptable, nor are other signatories. If there are alterations made to this form that change the meaning of the form, the form will not be accepted. (Form Rev. 06-2023) 0 Goll;er Convity Growth Management Department Zoning Services Sect.iGn August 30, 2023 Bill Zunamon McDowell Housing Partners 777 Brickell Ave, Suite 1300 Miami FL 33131 ZLTR- PL20230013257; Zoning Verification Letter for 6360 Collier Blvd. in Section 3, Township 51, Range 26 of unincorporated Collier County, Florida. Property ID/Folio Number: 00725640004 and 00725040002 consisting of approximately 7.77 acres. Mr. Zunamon, This letter is in response to a Zoning Verification Letter (ZLTR) Application that you submitted on or about August 9th. The applicant has requested verification of the questions listed below in bold print, which are followed by Staff s responses. Questions: 1. Please confirm that the subject property qualifies for the LIVE LOCAL ACT. According to the "Live Local Act" (SB 102.7(a)) "A county must authorize multi -family and mixed - use residential as allowable uses in any area zoned for commercial, industrial, or mixed use if at least 40 percent of the residential units in a proposed multi -family rental development, for a period of at least 30 years, affordable as defined ins. 420.0004." The applicant identified two properties as part of the application. Parcel # 00725640004 is zoned Commercial Intermediate District (C-3) and parcel # 00725040002 is zoned for Mobile Homes (MH). It is therefore the determination of staff that the live local act only applies to the C-3 zoned property (Parcel # 00725640004) subject to the affordable housing criteria is met as defined in ins. 420.0004. 2. Please confirm the number of maximum permissible housing units, including density. In regard to density (SB1027(b)) states" A county may not restrict the density of a proposed development authorized under this subsection below the highest allowed density on any unincorporated land in the county where residential development is allowed." In review of county records staff was able to locate a growth management plan amendment (GMPA) for the Mini- triangle PUD (Ord. 22-37) that permits for 91.77 units per acre making the subject sight eligible for the same density. 3. Please confirm maximum permissible height. (SB 102.7(c)) states "A county may not restrict the height of a proposed development authorized under this subsection below the highest currently allowed height for a commercial or residential development located in its jurisdiction within 1 mile of the proposed development or 3 stories, Zoning Division • 2800 North Horseshoe Drive • Naples, FL 34104 • 239-252-2400 • www.colliercountyfl.gov Zoning Verification Letter ZLTR- PL20230013257 Page 2 of 3 whichever is higher." A review of adjacent zoning districts within a mile of the subject property shows that the highest allowed height at 75ft within the C-4 zoning district that is located less than a mile to the south of the subject property. Furthermore staff would like to note that (SB102.7(d)) states that "A proposed development authorized under this subsection must be administratively approved and no further action by the board of county commissioners is required if the development satisfies the county's land development regulations for multifamily developments in areas zoned for such use and is otherwise consistent with the comprehensive plan, with the exception of provisions establishing allowable densities, height, and land use." Based on this information zoning staff has determined that all RMF-16 development standards except for density and height will apply to the portion of the project taking advantage of the Live Local Act. 4. Please confirm if a reduction in parking for the amenity spaces is permissible for an affordable housing project? A parking reduction on an amenity area is permissible but not guaranteed. The applicant must apply for an administrative parking reduction and provide justifications for the reduction, see attached application. The information presented in this verification letter is based on the Collier County LDC and/or Growth Management Plan in effect as of this date. It is possible that subsequent amendment(s) to either of these documents could affect the validity of this verification letter. It is also possible that development of the subject property could be affected by other issues not addressed in this letter, such as, but not limited to, concurrency related to the provision of adequate public facilities, environmental impact, and other requirements of the Collier County LDC or related ordinances. This letter represents a determination of Zoning Services Section staff. Should you disagree with this determination, you may request an Official Interpretation by the Zoning Director of the provisions of the Land Development Code pursuant to Sections 1.06.0l.A and 10.02.02.17.1 of that Code. The fee for an Official Interpretation is identified in the most recent GMD Fee Schedule Resolution as approved by the Board of County Commissioners. To obtain copies of any document referenced herein, please contact GMD Records Section at (239) 252-5730 or at GMDRecordsRoomkcolliercountyfl.gov. The LDC may be viewed online at www.municode.com / Municode Library / Florida / Collier County. Validated Ordinances may be viewed online via the Clerk of Court's website, www.collierclerk.com / Records Search / BMR Records / Boards, Minutes, Records / BMR Validated Ordinances. Disclaimer: Issuance of a development permit by the County does not create any rights on the part of the applicant to obtain a permit from a state or federal agency and does not create any liability on the part of the county for issuance of the permit if the applicant fails to obtain requisite approvals or fulfill the obligations imposed by a state or federal agency or undertakes actions that result in a violation of state or federal law. All other applicable state or federal permits must be obtained before commencement of the development. Zoning Division • 2800 North Horseshoe Drive • Naples, FL 34104 • 239-252-2400 • www.colliercountyfl.gov Zoning Verification Letter ZLTR- PL20230013257 Page 3 of 3 Should you require additional information, please do not hesitate to call my office at (239) 252-2471. Researched and prepared by: Reviewed by: Digitally signed by WopfParker =Kl (ParkerOU=S User Aonts, OU=GMD PR Land DeI,pment Svcs, DN Digitallysigned b bellows_r Date: 2023.09.05 14:53:57KIopfParker bellows OU= Planning and OU=GMD, OU=Divsions. 0bcc, DC=colliergov, DC=ne[ Dae023.09.%122:1-040 ' Parker Klopf, Planner Raymond Bellows, Zoning Manager Zoning Services Section Zoning Services Section Digitally signed by BosiMichael B os i M i c h a e l Date: 2023.09.05 15:52:38 -04'00' Mike Bosi, Zoning Director Zoning services Section 1^0 Zoning Division 9 2800 North Horseshoe Drive 9 Naples, Ft. 34104 • 239-252-2400 9 www.colliercountyfl.gov m_ mm ( , ± k U) 'L® §} § z \ LL §a m { ) z $ ( Cf 2 ; \ \ / \ , � I § ()(2§/) »\� 2 d §$/») $ |2 0 \\0 �LU � , 2ee31: 50� Wzow �,)!§§ -§§)2 /\6§@§ 6 ( Wiz— ©f • :_ 99-1, � , , ,{ a/_ &+eeq m = s . &� a &o ONINOZ :NOISIA3U 2r m _sde w#A7amm_EZ &gz N1L9L Z O N O 0 O W O 0 F m O LU = J W n z W d w a H z J W W a O W N S U (, c g } z 4 ` 3 W H K r R U � ZaZ O F a R 0 fL r a F Z 6 B R R R W Z as &8 =WFoO Z Y x^ Ha Hm Q LU wOOc�v� � W J R^ Ozv�N x s R aa¢opp U z WpzOw s a a xxR-R ¢I z N Rrv6 OD ca9ERaaR«a22E2�2£i=Kassa^ease@, ~t1. w (9 x Ron dOOI XOOaaN3-- f - - QRp2Zw J a x s R o$?9emRcgFRR'c:ccc? 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'a N609L-n^a--.m-- •saanosai ol6oloaegoje jo ouo;sly bulleu6lsep aoinos qunoo 13H10 ONINOZ :NOISIn3a 1SHl lelo!$o eql aje sdeW Allllgegad 1e3l6010aeg3Jy/3u01slH aql �ZM 9 M U ENROLLED 2023 Legislature CS for SB 102, 1st Engrossed 2023102er 320 as at least 10 percent of the units included in the project are 321 for housing that is affordable and the de�lelqere#the prejeet 322 agar, net te aisialy f e r e r --= e i ve€:an di ng :ander s. 420.5987. 323 The provisions of this subsection are self-executing and do not 324 require the board of county commissioners to adopt an ordinance 325 or a regulation before using the approval process in this 326 subsection. 327 (7)(a) A county must authorize multifamily and mixed -use 328 residential as allowable uses in any area zoned for commercial, 329 industrial, or mixed use if at least 40 percent of the 330 residential units in a proposed multifamily rental development 331 are, for a period of at least 30 years, affordable as defined in 332 s. 420.0004. Notwithstanding any other law, local ordinance, or 333 regulation to the contrary, a county may not require a proposed 334 multifamily development to obtain a zoning or land use change, 335 special exception, conditional use approval, variance, or 336 comprehensive plan amendment for the building height, zoning, 337 and densities authorized under this subsection. For mixed -use 338 residential projects, at least 65 percent of the total square 339 footage must be used for residential purposes. 340 (b) A county may not restrict the density of a proposed 341 development authorized under this subsection below the highest 342 allowed density on any unincorporated land in the county where 343 residential development is allowed. 344 (c) A county may not restrict the height of a proposed 345 development authorized under this subsection below the highest 346 currently allowed height for a commercial or residential 347 development located in its jurisdiction within 1 mile of the 348 proposed development or 3 stories, whichever is higher. Page 12 of 95 CODING: Wordsstrie#en are deletions; words underlined are additions. ENROLLED 2023 Legislature CS for SB 102, 1st Engrossed 2023102er 349 (d) A proposed development authorized under this subsection 350 must be administratively approved and no further action by the 351 board of county commissioners is required if the development 352 satisfies the county's land development regulations for 353 multifamily developments in areas zoned for such use and is 354 otherwise consistent with the comprehensive plan, with the 355 exception of provisions establishing allowable densities, 356 height, and land use. Such land development regulations include, 357 but are not limited to, regulations relating to setbacks and 358 parking requirements. 359 (e) A county must consider reducing parking requirements 360 for a proposed development authorized under this subsection if 361 the development is located within one-half mile of a major 362 transit stop, as defined in the county's land development code, 363 and the major transit stop is accessible from the development. 364 (f) For proposed multifamily developments in an 365 unincorporated area zoned for commercial or industrial use which 366 is within the boundaries of a multicounty independent special 367 district that was created to provide municipal services and is 368 not authorized to levy ad valorem taxes, and less than 20 369 percent of the land area within such district is designated for 370 commercial or industrial use, a county must authorize, as 371 provided in this subsection, such development only if the 372 development is mixed -use residential. 373 (g) Except as otherwise provided in this subsection, a 374 development authorized under this subsection must comply with 375 all applicable state and local laws and regulations. 376 (h) This subsection does not apply to property defined as 377 recreational and commercial working waterfront in s. Page 13 of 95 CODING: Words strieken are deletions; words underlined are additions. ENROLLED 2023 Legislature CS for SB 102, 1st Engrossed 2023102er 378 342.201(2)(b) in any area zoned as industrial. 379 (i) This subsection expires October 1, 2033. 380 Section 4. Section 125.379, Florida Statutes, is amended to 381 read: 382 125.379 Disposition of county property for affordable 383 housing.- 384 (1) By October 1, 2023 jig-; y 1 20 7, and every 3 years 385 thereafter, each county shall prepare an inventory list of all 386 real property within its jurisdiction to which the county or any 387 dependent special district within its boundaries holds fee 388 simple title which 4� is appropriate for use as affordable 389 housing. The inventory list must include the address and legal 390 description of each such real property and specify whether the 391 property is vacant or improved. The governing body of the county 392 must review the inventory list at a public hearing and may 393 revise it at the conclusion of the public hearing. The governing 394 body of the county shall adopt a resolution that includes an 395 inventory list of such property following the public hearing. 396 Each county shall make the inventory list publicly available on 397 its website to encourage potential development. 398 (2) The properties identified as appropriate for use as 399 affordable housing on the inventory list adopted by the county 400 may be used for affordable housing through a long-term land 401 lease requiring the development and maintenance of affordable 402 housing, offered for sale and the proceeds used to purchase land 403 for the development of affordable housing or to increase the 404 local government fund earmarked for affordable housing, ei= fftay 405e sold with a restriction that requires the development of the 406 property as permanent affordable housing, or may be donated to a Page 14 of 95 CODING: Words strieken are deletions; words underlined are additions. ORDINANCE NO. 2022-_3 Z AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA AMENDING ORDINANCE NO. 89-05, AS AMENDED, THE COLLIER COUNTY GROWTH MANAGEMENT PLAN FOR THE UNINCORPORATED AREA OF COLLIER COUNTY, FLORIDA, SPECIFICALLY AMENDING THE FUTURE LAND USE ELEMENT BY AMENDING THE MINI - TRIANGLE MIXED USE SUBDISTRICT OF THE URBAN MIXED USE DISTRICT TO DECREASE COMMERCIAL USES FROM 200,000 TO 130,000 AND TO INCREASE MULTI -FAMILY DWELLING UNITS BY 114 UNITS FOR A MAXIMUM OF 491 DWELLING UNITS, ALL SUBJECT TO A TRAFFIC CAP; AND REMOVE MOVIE THEATRE AND BOWLING CENTER USES. THE SUBJECT PROPERTY IS LOCATED NEAR THE SOUTHERN CORNER OF THE INTERSECTION OF DAVIS BOULEVARD AND TAMIAMI TRAIL EAST, WEST OF COMMERCIAL DRIVE IN SECTION 11, TOWNSHIP 50 SOUTH, RANGE 25 EAST, CONSISTING OF 5.35f ACRES; AND FURTHERMORE, RECOMMENDING TRANSMITTAL OF THE ADOPTED AMENDMENT TO THE FLORIDA DEPARTMENT OF ECONOMIC OPPORTUNITY; PROVIDING FOR SEVERABILITY AND PROVIDING FOR AN EFFECTIVE DATE. [PL20210001101] WHEREAS, Collier County, pursuant to Section 163.3161, et. seq., Florida Statutes, the Florida Local Government Comprehensive Planning and Land Development Regulation Act, was required to prepare and adopt a comprehensive plan; and WHEREAS, the Collier County Board of County Commissioners adopted the Collier County Growth Management Plan on January 10, 1989; and WHEREAS, the Community Planning Act of 2011 provides authority for local governments to amend their respective comprehensive plans and outlines certain procedures to amend adopted comprehensive plans; and WHEREAS, Metropolitan Naples, LLC requested an amendment to the Future Land Use Element; and WHEREAS, pursuant to Subsection 163.3187(1), Florida Statutes, this amendment is considered a Small Scale Amendment; and WHEREAS, the Subdistrict property is not located in an area of critical state concern or a rural area of economic opportunity formerly rural area of economic concern; and 122-CMP-01120/1736656/1169 1 of 3 Mini -Triangle SSGMPA PL20210001101 8/4/22 Words underlined are added, words sEFuek dir-eu are deleted. WHEREAS, the Collier County Planning Commission (CCPC) on August 4, 2022 considered the proposed amendment to the Growth Management Plan and recommended approval of said amendment to the Board of County Commissioners; and WHEREAS, the Board of County Commissioners of Collier County did take action in the manner prescribed by law and held public hearings concerning the proposed adoption of the amendment to the Future Land Use Element of the Growth Management Plan on September 27, 2022; and WHEREAS, all applicable substantive and procedural requirements of law have been met. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that: SECTION ONE: ADOPTION OF AMENDMENT TO THE GROWTH MANAGEMENT PLAN The Board of County Commissioners hereby adopts this small-scale amendment to the Future Land Use Element in accordance with Section 163.3184, Florida Statutes. The text amendment is attached hereto as Exhibit "A" and incorporated herein by reference. SECTION TWO: SEVERABILITY. If any phrase or portion of this Ordinance is held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision and such holding shall not affect the validity of the remaining portion. SECTION THREE: EFFECTIVE DATE. The effective date of this plan amendment, if the amendment is not timely challenged, shall be 31 days after Board adoption. If timely challenged, this amendment shall become effective on the date the state land planning agency or the Administration Commission enters a final order determining this adopted amendment to be in compliance. No development orders, development permits, or land uses dependent on this amendment may be issued or commenced before it has become effective. [22-CMP-01120/1736656/1169 2 of 3 Mini -Triangle SSGMPA PL20210001101 8/4/22 Words underlined are added, words StFH E-Neagh are deleted. PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier County, Florida this — :1 ft, day of C� r rjV r , 2022. ATTEST: CRYSTAL K. KINZEL, CLERK By: Attest a�"tothoirm puty Clerk s1piturta Cr1'•' } '' Approved as to form and legality: eidi As ton-Cicko, =, Managing Assistant County Attorney BOARD OF COUNTY COMMISSIONERS COLLIER CO LORIDA By: William L. McDaniel, Jr., Chairman Attachment: Exhibit A — Proposed Text Amendment [22-CMP-01 120/1736656/1169 Mini -Triangle SSGMPA PL20210001101 8/4122 Words underlined are added, words stmak dwough are deleted. 3 of 3 EXHIBIT A MINI -TRIANGLE MIXED USE SUBDISTRICT GMPA FUTURE LAND USE ELEMENT FUTURE LAND USE DESIGNATION DESCRIPTION SECTION I. URBAN DESIGNATION A. Urban Mixed Use District: 19. Mini Triangle Mixed Use Subdistrict The Mini Triangle Subdistrict is 5.35 acres in size and is located within the Bayshore/Gateway Triangle Redevelopment Overlay of this GMP. The purpose and intent of the Mini Triangle Subdistrict, as a subset of the Bayshore/Gateway Triangle Redevelopment Overlay, is to further the goals of the Collier County Community Redevelopment Area (CRA) as stated in the adopted Bayshore Gateway Triangle Redevelopment Plan (approved on June 13, 2000 by Resolution No. 2000-181). In particular, Section 5.7 of the Community Redevelopment Plan identifies the Triangle Area as a "Mixed Center/Corridor Development Concept". The intent of the Plan related specifically to the Mini Triangle area is to create a mixed use "Catalyst Project" (or projects) that will foster the revitalization of the surrounding Gateway Triangle area. In order to facilitate the development of a Catalyst Project and further the intent of the Community Redevelopment Plan, this Subdistrict provides for greater intensity, density, and flexibility in applicable Site Design and Development Standards. In order to accomplish this greater intensity, density, and flexibility in applicable Site Design and Development Standards, the Mini Triangle Subdistrict shall be rezoned to a Mixed Use Planned Unit Development (MPUD). Development within the Mini Triangle Subdistrict shall be subject to the following: a. A maximum of 3;-7 491 multi -family residential units may be permitted. b. A maximum of 228 hotel suites/rooms (or other transient lodging uses including but not limited to interval ownership or vacation rental suites) may be permitted. c. A maximum of 200,900 130,000 square feet of any combination of the following commercial uses may be permitted: 1. Retail; 2. Eating and drinking establishments; 3. , pPhysical fitness facilities, yoga studio, bicycle rental and museums and art galleries; 4. Personal services; Pagel of 2 Words underlined are additions; Words struck through are deletions. 6/28/2022 PL20210001101 5. General and medical offices; 6. Indoor Air-conditioned passenger vehicle and/or self storage, not to exceed 60,000 square feet (SIC Code 4225); New or Used Car Dealerships, not to exceed 30,000 square feet in total (SIC Codes 5511 and 5521); and, Any other principal use which is comparable in nature with the forgoing list of permitted principal uses. d. A maximum of 150 Assisted Living Facilities (ALF) units may be permitted, subject to a maximum floor area ratio of 0.45. The MPUD shall establish a maximum trip capacity ("Trip Cap") for the Mini Triangle MPUD based upon "Net New Trips". The term Net New Trips means the projected PM peak hour trips generated by anticipated development within the Mini Triangle Subdistrict, reduced by pass -by trips and internal capture. The Trip Cap establishes the overall limitation on the intensity and density of any combination of uses. f. In order to ensure a mixed use development, the MPUD shall establish the minimum required number of multi -family residential units, the minimum required square footage of a combination of the commercial uses 1. through 46. in paragraph ed, above, and the minimum required square footage for general/medical office. g. The MPUD shall establish a date, timeframe, or condition by which the minimum requirements in paragraph f., shall be constructed. This date, timeframe or condition shall not be construed to limit approval of a Site Development Plan (SDP) or related amendment(s) thereto, nor the installation of any site related infrastructure or other site improvements depicted thereon, including but not limited to site access, sewer and water lines and facilities, stormwater facilities, surface parking, landscaping, signage, and fence or walls. h. Development within this Subdistrict shall be subject to the provisions of LDC Section 4.02.16 — Design Standards for Development in the Bayshore Gateway Triangle Redevelopment Area, as applicable, except in the case of building height, which may exceed the maximum allowable height established in Section 4.02.16, as well as any deviations from the applicable provisions of Section 4.02.16, as may be approved as part of the MPUD. Page 2 of 2 Words underlined are additions; Words struck through are deletions. 6/28/2022 PL20210001101 k-A %lit .> FLORIDA DEPARTMENT Of STATE RON DESANTIS Governor October 6, 2022 Martha S. Vergara, BMR & VAB Senior Deputy Clerk Office of the Clerk of the Circuit Court & Comptroller of Collier County 3329 Tamiami Trail E, Suite #401 Naples, Florida 34112 Dear Martha Vergara: CORD BYRD Secretary of State Pursuant to the provisions of Section 125.66, Florida Statutes, this will acknowledge receipt of your electronic copy of corrected Collier County Ordinance No. 2022-37, which was filed in this office on October 6, 2022. Sincerely, Anya Owens Program Administrator ACO/wlh R. A. Gray Building • 500 South Bronough Street • Tallahassee, Florida 32399-0250 Telephone: (850) 245-6270 ri FLORIDA DEPARTMENT Of STATE RON DESANTIS Governor October 4, 2022 Martha S. Vergara, BMR & VAB Senior Deputy Clerk Office of the Clerk of the Circuit Court & Comptroller of Collier County 3329 Tamiami Trail E, Suite #401 Naples, Florida 34112 Dear Martha Vergara: CORD BYRD Secretary of State Pursuant to the provisions of Section 125.66, Florida Statutes, this will acknowledge receipt of your electronic copy of Collier County Ordinance No. 2022-34, which was filed in this office on October 4, 2022. Sincerely, Anya Owens Program Administrator ACO/wlh R. A. Gray Building • 500 South Bronough Street • Tallahassee, Florida 32399-0250 Telephone: (850) 245-6270 4.02.01 Dimensional Standards for Principal Uses in Base Zoning Districts A. The following tables describe the dimensional standards pertaining to base zoning districts. Site design requirements apply to the principal building on each site. Table 2. Building Dimension Standards for Principal Uses in Base Zoning Districts. Zoning District Maximum Minimum Minimum Floor Area of Floor Area Building Distance Buildings Ratio Height Between (square feet) N (feet) Buildings C-3 50 None 700 (ground floor) None C-4 75 A 700 (ground Hotels .60 None floor) Destination resort .80 C-5 35 A 700 (ground Hotels .60 None floor) Destination resort .80 A = 50% of the sum of the heights of the buildings, but not less than 15 feet. B = 50% of the sum of the heights of the buildings. C = Buildings within 100 feet of an adjoining district are limited to the height of the most restrictive of an adjoining district. D = 50% of the sum of the heights of the buildings, but not less than 25 feet. Principal Structure Minimum Yard (Setback) Requirements: Table 2.1, below, provides the minimum yard requirements for principal structures on conforming lots of record in base zoning districts. The following shall apply for all other lots: (Supp. No. 23) Corner Lots: Corner lots shall have front yards along each street frontage. The other yards shall be considered side yards. See LDC section 2.03.01 for Estates setbacks. Nonconforming Lots of Record: Minimum yard requirements for nonconforming lots of record are provided in LDC section 9.03.03 A. Created: 2021-04-30 10:11:58 [EST] Page 1 of 2 Table 2.1 - TABLE OF MINIMUM YARD REQUIREMENTS (SETBACKS) FOR BASE ZONING DISTRICTS Note as to setback line measurement: minimum setback lines are typically measured from the legal boundary of a lot, regardless of all easements burdening a lot, with the exception of easements that comprise a road right-of- way where the minimum setback line is to be measured from the road right-of-way easement line. Zoning Minimum Minimum Side Yard (feet) Minimum Rear Yard (feet) Public School district Front Requirements Yard (feet) RMF-16 b a b x a = 50% of the building height, but not less than 15 feet. b = 50% of the building height, but not less than 30 feet. c = 50% of the building height, but not less than 25 feet. d = 50% of the building height, but not less than 25 feet. Structures 50 feet or more in height = 25 feet plus one additional foot of setback for each foot of building height over 50 feet. e = the total of all side yard setbacks shall equal 20% of the lot width, with a maximum of 50 feet. No side yard shall be less than 10 feet. Alternative dimensions may be possible when approved through a unified plan of development involving one or more lots under common ownership where the yard requirements are met for the unified site but not necessarily for each parcel within the unified site. f = the yard requirements shall be equal to the most restrictive adjoining district. x = for principal structures: 50 feet from all property lines; for accessory structures: 25 feet from all property lines. (Supp. No. 23) Created: 2021-04-30 10:11:58 [EST] Page 2 of 2 O C — O to u ' O Q i al O. N c E O O u u a J N ba y O u E o . E c u O O u u A Z o � C W E N R T w N C pp a C .3 `w c N a m N Q IC C LL N a N N W C E N W X W OD X F N 'u O bb O S J N Z r W 0 W O N Q w 0 0 7 T N O. ~ L Q J Q ° J c a Q opS N u a u � M v O J OG Q C W E C O 1L CO oq C CL O y 0 9 i O N 2 7 W X m 0 vO m J V1 Q 'O C J fMf ` C O N 0 '£ .0 a Q- a 'n Q T and SADDA MAPS * Limited QCT and SADDA Availability } DAVIDSON r,'[,iN , f,:rAC, E$Tna41SNED Civil Engineering • Planning • Permitting esigning xcellence August 25, 2023 To: From: MEMORANDUM DRAFT Scarlett Perez and Bill Zunamon, McDowell Properties Jessica Kluttz, AICP Reviewed By: Ryan White, P.E. Subject: Collier Blvd Workforce Housing Site Review This memo will assess the feasibility of developing a conceptual site plan provided by Davidson Engineering regarding the Live Local Act and Collier County Development Standards. The subject property is folio 00725640004 and 00725040002 along Collier Boulevard, totaling 7.089 acres. The following memo will discuss the conceptual plan issued on August 25, 2023. The concept plan and ecological assessment are included at the conclusion of this memorandum. Zoning and Development Standards The subject site is zoned C-3 along Collier Boulevard and MH on the eastern parcel. The C-3 parcel is feasible to construct multifamily housing on per the Live Local Act without a rezone. Thus, only amenities and supporting uses can be developed on the MH zoned lands. The property is in the Coastal High Hazard Area, which dictates a lower density (minus one unit per acre when property is rezoned) and higher preservation requirement. This act dictates that the RMF-16 Development Standards are applicable, save that the height is limited to the commercial heights available within one mile of the property. Please see the below chart for the applicable standards. 4365 Radio Road • Suite 201 • Naples, FL 34104 • P: 239.434.6060 • www.davidsonengineering.com DE DAVIDSON E N G I N E E R I N G Min Lot Area 43,560 sf Min Lot Width 150' Maximum Lot Coverage None Building Height Highest allowable height within 1-mile (C-4 allows for 75') Min. Distance Between Bldgs. 50% of the sum of the heights of the buildings, but not less than 15 feet. Min Floor Area Efficiency 450 sf 1 BR 600 sf 2+ BR 750 sf Front Yard Setback 50% of the building height, but not less than 30 feet. Side Yard Setback 50% of the building height, but not less than 15 feet. Rear Yard Setback 50% of the building height, but not less than 30 feet. The provided concept plan has been drafted to meet these standards. Note that the building is assumed to be 60' tall, every additional story added will increase the setbacks for the structure and reduce the building envelope. In residential developments, at least 60 percent of the gross area shall be devoted to usable open space. The LDC defines usable open space as: Active or passive recreation areas such as parks, playgrounds, tennis courts, golf courses, beach frontage, waterways, lakes, lagoons, floodplains, nature trails and other similar open spaces. Usable open space areas shall also include those portions of areas set aside for preservation of native vegetation, required yards (setbacks) and landscaped areas, which are accessible to and usable by residents of an individual lot, the development, or the general public. Open water area beyond the perimeter of the site, street rights -of -way, driveways, off-street parking and loading areas, shall not be counted towards required Usable Open Space. Landscaping and Preservation The required landscape buffering is indicated below. Landscape Buffer Buffer North West South East Type D D B B Width 10, 20' 15, 15' 2 DE DAVIDSON E N G I N E E R I N G Landscape buffers must be placed outside of existing easements, including a 15' utility easement along the north property line, a 40' perpetual easement along a portion of the east property line, and a 55' drainage easement along the south property line. Coordination with the entity to whom the easement is deeded to is required to determine if a portion of the easement can be utilized for landscape buffering. The current concept plan assumes no buffering can be placed within easements. Per LDC Chapter 3.05.07, 25% of the existing native vegetation must be preserved. Per the included ecological assessment, 5.33 acres of the site was found to contain native vegetation, including vegetation within easements. Vegetation within easements will not be impacted and thus can be deducted from the preservation calculation, so after removing these lands, approximately 1.19 acres of preserve must be provided on site. Approximately 0.15 acres of anticipated jurisdictional wetlands (southern mangrove fringe) have been identified on the site in addition to +/-0.28 acres of OSWs (Henderson Creek- retained waters). As the preservation requirement is above half an acre and adjacent to mangroves, off -site mitigation is not permitted per the Collier County Land Development Code section 3.05.07 H.11. Parking and Access The parking calculations indicate that 326 parking spaces are required to support a 160-unit plan, parked at 1.75 spaces per 1-bedroom unit and 2 spaces per 2- and 3-bedroom unit at the indicated unit mix of 64 1- bedroom units and 96 2- and 3-bedroom units plus parking for amenities as displayed in the concept plan. A Site Plan with Deviations, Parking Reduction, or PUD rezone is required to allow for a reduction in parking so that none can be allotted for amenities. Consultation with Collier County would be required to determine the best course of action if such a route is to be pursued, past PUD rezones for affordable housing have permitted amenities to not be parked due to proximity to housing. The current conceptual plan can provide 296 parking spaces. Additional spaces could be created by parking beneath the building or coordinating with FDOT to allow landscaping within their access easement. This is 30 spaces short of the requirement per LDC to support this plan, so a reduction in 15 2- and 3- bedroom units which have a parking requirement of 2 spaces would be required. Pursuing a parking deviation may cause the county to require a zoning action with hearings, such as a PUD rezone and Growth management Plan Amendment, to need to be taken as the Live Local act dictates a development must meet county land development regulations, including parking and setbacks, to be approved administratively. Legal clarification may be necessary to make this determination. In a multifamily development, some amenities can be parked at lower ratios per LDC Chapter 4.05.04: Where small-scale recreation facilities are accessory to a single-family or multifamily project and intended only for the residents of that project, exclusive of golf courses/clubhouses, the recreation facilities may be computed at 50 percent of normal requirements where the majority of the dwelling 3 DE DAVIDSON E N G I N E E R I N G units are not within 300 feet of the recreation facilities and at 25 percent of normal requirements where the majority of the dwelling units are within 300 feet of the recreation facilities. However, any recreation facility shall have a minimum of 2 spaces exclusive of parking spaces for dwelling units. Pools are parked at the following ratio: 1 per 75 square feet of water areas for the first 1,000 square feet and 1 for each additional 125 square feet of water areas. Clubhouses are parked at 1 space per 200 square feet. A southern access to Collier Boulevard is in close proximity to a bridge and thus may not be approved by FDOT, Collier Boulevard is a State road. Further, Henderson Creek Drive is a Right of Way that was created by a 30' taking from the subject property to the North. This taking was done by quit claim deed to Collier County so no easement was established. Access should be available along Henderson Creek Drive through Collier County Right -of -Way permitting. Further traffic analysis is required to conclude if necessary, however a turn lane with associated 10' minimum compensating right of way may be required for the access off Henderson Creek Drive. This would further restrict the site's developable envelope if required. Stormwater The conceptual site plan indicates that a retention pond and dry retention swale will be constructed on site, and due to the scale of the development an underground vault system will be required. Further analysis will be required to determine the volume of water retention required on site to support the development. I ELL, 05 6i o H i- ()((�(} \/jEL «� � .° � ^� ��^^\ �} , { ,( �� ( \r 3A /HG X-33Y-9 NOSRMN-31-1 1 COLLIER BOULEVARD WORKFORCE HOUSING Ecological Assessment SECTIONS 3, TOWNSHIP 51 SOUTH, RANGE 26 EAST COLLIER COUNTY, FLORIDA Prepared For: Davidson Engineering v 4365 Radio Road #201 DAVIDSON Naples, FL 34104 E N G I N E E R I N G Prepared By: Earth Tech Environmental, LLC Aft 10600 Jolea Avenue Bonita Springs, FL 34135 EARTH TECH 239.304.0030 ENVIRONMENTAL www.eteflorida.com August 10, 2023 Ecological Assessment TABLE OF CONTENTS 1.0 INTRODUCTION..................................................................................................................................... 3 2.0 PROPERTY LOCATION............................................................................................................................ 3 3.0 EXISTING SITE CONDITIONS...................................................................................................................4 4.0 PARCEL HISTORY...................................................................................................................................5 5.0 PRELIMINARY WETLAND ASSESSMENT...............................................................................................11 5.1 SOILS................................................................................................................................................................ 11 5.2 WETLAND HYDROLOGY....................................................................................................................... 12 5.3 FLUCCS VEGETATION MAPPING.......................................................................................................... 12 5.4 UPLAND COMMUNITIES..................................................................................................................... 13 5.5 WETLAND COMMUNITIES.................................................................................................................. 14 5.6 OTHER SURFACE WATERS(OSW)....................................................................................................... 14 5.7 EXISTING NATIVE VEGETATION.......................................................................................................... 15 6.0 LISTED SPECIES................................................................................................................................... 16 7.0 DISCUSSION & SUMMARY.................................................................................................................. 17 8.0 REFERENCES....................................................................................................................................... 22 EXHIBITS Figure 1 Location Map Figure 2 Site Vicinity Map Figure 3 Aerial Map Figure 4 NRCS Soils Map Figure 5 FLUCCS Map Figure 6 Existing Native Vegetation Figure 7 Anticipated Jurisdictional Wetlands Earth Tech Environmental, LLC www.eteflorida.com Ecological Assessment 1.0 INTRODUCTION Earth Tech Environmental (ETE) conducted an Ecological Assessment (EA) on the property referred to as Collier Boulevard Workforce Housing (Subject Property) prior to development. The field assessment occurred on August 7, 2023, by an ETE ecologist. The purpose of the assessment was to: 1. Determine the vegetation mapping on the Subject Property according to Florida Land Use Cover and Forms Classification System (FLUCCS). 2. Under current conditions, determine the presence and approximate location of any environmentally sensitive lands such as wetlands. 3. Evaluate the Subject Property for potential listed species concerns. 2.0 PROPERTY LOCATION The Subject Property for this report consists of two (2) parcels (PIN: 00725640004, 00725040002). The Subject Property is located on the east side of Collier Boulevard, approximately 0.20-miles south of US- 41, in Collier County, Florida (see Figures 1 & 2). The Subject Property boundary was obtained from Davidson Engineering and totals approximately 7.09 acres. Earth Tech Environmental, LLC Figure 1. Location Map www.eteflorida.com 9 Ecological Assessment 3.0 EXISTING SITE CONDITIONS The Subject Property is located on the north side of Henderson Creek. The southwestern portion of the property contains a single-family home and driveway. The northern portion of the property consists of upland forested areas in addition to disturbed land. The remainder of the property is undeveloped and vegetated. Property access is to the west off of Collier Boulevard as well as to the north off Henderson Creek Drive. The Subject Property contains the following surrounding land uses: North: Henderson Creek Drive/Residential East: Multi -Family Residential South: Henderson Creek/Residential West: Collier Boulevard/Institutional Figure 2. Site Vicinity Map Earth Tech Environmental, LLC www.eteflorida.com Ecological Assessment Figure 3. Aerial Map 4.0 PARCEL HISTORY A historic aerial analysis was conducted on the Subject Property dating back to the 1940s. The southern portion of the property appears to have originally been partially cleared and developed between 1952 and February 8, 1975, with a residence and agricultural operations, as well as a road in the northern portion of the property. Additional development occurred in the northeastern portion of the property between 1975 and 1985 with residential development. The agricultural operations appear to have been abandoned between 1985 and 1993. The residences in the northeast appear to largely have been demolished by 1999. Revegetation has successively occurred since, primarily in the northern portion of the property. No additional development appears to have occurred on the property. See historical images below. A permit search was conducted through the South Florida Water Management District's (SFWMD) ePermitting Web App and the Florida Department of Environmental Protection's (FDEP) Map Direct websites- no permits/applications were identified on the Subject Property. Earth Tech Environmental, LLC www.eteflorida.com Ecological Assessment Earth Tech Environmental, LLC • 0 • FA- Image 1. 1940s Aerial Imagery (Map Direct) 4� Aa fir 4011 AL 'AOL■- Image 2. 1952 Aerial Imagery (UF Digital Collections) www.eteflorida.com 6 Ecological Assessment Earth Tech Environmental, LLC Image 3.1975 Aerial Imagery (LABINS) Image 4.1985 Aerial Imagery (LABINS) www.eteflorida.com 7 Ecological Assessment ►. sue' I � �e f � �_�-��1��., :. ,. K. Earth Tech Environmental, LLC Image S. 1993 Aerial Imagery (LABINS) R�r Image 6. 1999 Aerial Imagery (Google Earth) L71 www.eteflorida.com 8 Ecological Assessment Earth Tech Environmental, LLC Image 7. 2004 Aerial Imagery (Google Earth) g 4� 1 Image 8. 2008 Aerial Imagery (Google Earth) v t vft: www.eteflorida.com 9 Ecological Assessment 5.0 PRELIMINARY WETLAND ASSESSMENT The South Florida Water Management District (SFWMD), Florida Department of Environmental Protection (FDEP), and/or the U.S. Army Corps of Engineers (USACE), are the agencies that regulate development activities in wetlands. In general, to be considered a wetland by the agencies, the area should exhibit hydric soils, wetland hydrology, and wetland vegetation. Ultimately, these agencies have the final say in determining if a property contains wetlands in Florida, despite the opinions of the preparer of this report. ETE searched the Subject Property for indicators of the aforementioned parameters. 5.1 SOILS The soils on the Subject Property have been previously mapped by the Natural Resource Conservation Service (NRCS). These mappings are general in nature but can provide a certain level of information about the site as to the possible extent of wetland areas. According to NRCS, the entire Subject Property is underlain with two (2) soil types: • Holopaw fine sand (hydric soil) • Urban land, Holopaw-Basinger Complex (unranked) See Figure 4 below for NRCS mappings on the Subject Property. Earth Tech Environmental, LLC Figure 4. NRCS Soils Map www.eteflorida.com is Ecological Assessment 5.2 WETLAND HYDROLOGY Wetland hydrology is normally present if the soil is saturated or inundated for a long duration, which in South Florida normally occurs during the rainy season. In our region, the rainy season occurs in the summer through early fall. Therefore, if an area exhibits soil saturation or is inundated for an extended period of time, the area is considered to have wetland hydrology. In the absence of visual signs of saturation or inundation, one may use secondary indicators of hydrology such as adventitious rooting, lichen lines, or algal matting. The field assessment for this report was conducted during the rainy season. 5.3 FLUCCS VEGETATION MAPPING Vegetation communities were mapped on the property according to the Florida Land Use, Cover and Forms Classification System (FLUCCS) (Department of Transportation, Surveying & Mapping Geographic Mapping Section, 1999) used by the regulatory agencies. Vegetation is one parameter used in determining the presence of a wetland. Wetland vegetation is present if the majority of the plants present in the habitat are those which are adapted to saturated soil conditions. The Florida Invasive Species Council's (FISC) list of invasive species contains Category I and Category II species that may be found on the Subject Property. Category I species are invasive exotics that are altering native plant communities by displacing native species, changing community structures or ecological functions, or hybridizing with natives. Category II species are invasive exotics that are increasing in abundance or frequency but have not yet altered Florida plant communities. A significant factor in mapping vegetative associations and local habitats is the invasion of these species such as Brazilian pepper (Schinus terebinthifolia), earleaf acacia (Acacia auriculiformis), and melaleuca (Melaleuca quinquenervia). Levels of exotic density were mapped by using field observations and photo interpretation as shown in Figure 5. Modifiers, or "E" designators, are appended to the FLUCCS codes to indicate the approximate density of exotics within each FLUCCS community. Listed below are the FLUCCS communities identified on the site. The community descriptions correspond to the mappings on the FLUCCS map in Figure 5. See Florida Land Use, Cover and Forms Classification System for definitions. All acreages are approximate as boundaries have not been surveyed/flagged in the field. TABLE 1. VEGETATION COMMUNTY SUMMARY FLUCCS CODE DESCRIPTION ACREAGE 110 Residential 0.49 400-E3 Upland Forests (51-75% Exotics) 0.22 422 Brazilian Pepper 0.11 425-E2 Temperate Hardwood (26-50% Exotics) 1.84 425-E3 Temperate Hardwood (51-75% Exotics) 3.13 510 Streams and Waterways 0.28 612-E2 Mangroves (26-50% Exotics) 0.15 740 Disturbed Lands 0.82 814 Roadways 0.05 TOTAL: +/-7.09 E1 = Exotics <25% of total cover E2 = Exotics 26-50% of total cover E3 = Exotics 51-75% of total cover E4 = Exotics >75% of total cover Earth Tech Environmental, LLC www.eteflorida.com iN% Ecological Assessment Figure S. FLUCCS Map FLUCCS DESCRIPTIONS: * = exotic species 5.4 UPLAND COMMUNITIES The majority of the property consists of disturbed areas which lack wetland vegetation and signs of hydrology. The following would likely be considered uplands: FLUCCS 110, Residential This community is found in the southern portion of the Subject Property. It consists of a single-family residence, storage building and associated dirt driveway. Vegetation is limited primarily to ornamentals. FLUCCS 400-E3, Upland Forest (51-75% Exotics) This community is found near the western property boundary. It consists primarily of exotic vegetation. Canopy includes *earleaf acacia (Acacia auriculirormis), *Brazilian pepper (Schinus terebinthifolia), *leadtree (Leucaena leucocephala), and strangler fig (Ficus aurea). Mid -story is largely absent. Groundcover consists of St. Augustinegrass (Stenotaphrum secundatum) and *oxeye daisy (Sphagneticola trilobata). FLUCCS 425-E2, Temperate Hardwood (26-50% Exotics) This community is found in the southern portion of the Subject Property. Canopy consists primarily of live oak (Quercus virginiana), cabbage palm (Saba) palmetto), and *earleaf acacia, with lesser amounts of slash Earth Tech Environmental, LLC www.eteflorida.com 13 Ecological Assessment pine (Pinus elliottii). Mid -story is largely absent, consisting of similar species, as well as sparse myrsine (Myrsine cubana). Groundcover consists of St. Augustinegrass, *oxeye daisy, *shrubby false buttonweed (Spermacoce verticillata), nightshade (Solanum spp.), ragweed (Ambrosia artemisiifolia), *Guineagrass (Urochloa maxima), and *elephant's ear (Xanthosoma sagittifolium). FLUCCS 425-E3, Temperate Hardwood (51-75% Exotics) This community is found in the northern portion of the Subject Property and consists of similar species, though with greater density of exotic vegeation, primarily *torpedograss (Panicum repens), *smutgrass (Sporobolus indicus), and *Mexican clover (Richardia spp.). FLUCCS 740. Disturbed Lands This community is found scattered throughout the northern portion of the property. It consists primarily of remnant roads containing primarily *torpedograss, with lesser amounts of *shrubby false buttonweed, turkey tangle fogfruit (Phyla nodiflora), and fingergrass (Eustachys spp.). 814, Roadways This community is found along the northern property boundary and includes Henderson Creek Drive and associated right-of-way. 5.5 WETLAND COMMUNITIES Based on the presence of wetland vegetation, the following communities may be considered as wetlands by the regulatory agencies: 612-E2, Mangroves (26-50% Exotics) This community is found along the southern property boundary. All strata consist of white mangrove (Laguncularia racemosa), red mangrove (Rhizophora mangle), and *Brazilian pepper. The bank consists of inconsistent portions of seawall and rip -rap. 5.6 OTHER SURFACE WATERS (OSW) The following communities will likely be considered as Other Surface Waters. 510, Streams and Waterways This community is found along the southern property boundary and consists of the Caloosahatchee River. Earth Tech Environmental, LLC www.eteflorida.com 14 Ecological Assessment 5.7 EXISTING NATIVE VEGETATION Based on the habitat descriptions above, approximately 5.33 acres would be considered native vegetation, consisting of both upland and wetland communities. See Figure 6 below. Figure 6. Existing Native Vegetation Based on the habitat descriptions above, Figure 7 shows the anticipated wetland limits on the Subject Property. Approximately 0.15 acres of anticipated jurisdictional wetlands (southern mangrove fringe) have been identified on the site in addition to +/-0.28 acres of OSWs (Henderson Creek- retained waters). All acreages are approximate as boundaries have not been GPS-recorded in the field. Earth Tech Environmental, LLC www.eteflorida.com 15 Ecological Assessment Figure 7. Anticipated Jurisdictional Wetlands 6.0 LISTED SPECIES The Subject Property does have community types in which protected species could reside, though the site is largely isolated and surrounded by development. During ETE's preliminary investigation, no listed species or signs of listed species were observed. A formal Protected Species Survey would be needed prior to development to document the presence or absence of any listed species utilizing the property. During permitting, the following listed species concerns may be raised by the agencies: Big Cypress Fox Squirrel (Sciurus niger avicennia) The Subject Property falls within the distribution range for Big Cypress fox squirrel. The property contains suitable habitat for fox squirrel, though is largely fragmented from contiguous offsite habitat. Should Big Cypress fox squirrel be observed utilizing the property, a Management Plan and coordination with the regulatory agencies will likely be required before development may occur. Florida Bonneted Bat (Eumops floridanus) The Subject Property falls within the United States Fish & Wildlife Service's (USFWS) bonneted bat consultation area. The property is surrounded by development and lacks trees/habitat typical of bonneted bat roosting. Earth Tech Environmental, LLC www.eteflorida.com M Ecological Assessment Gopher Tortoise (Gopherus polyphemus) The Subject Property contains potentially suitable habitat for gopher tortoise. During the site visit, no tortoise or burrows were observed, though a formal Protected Species Survey would be needed to rule out the presence of gopher tortoise on the property. Smalltooth Sawfish (Pristis pectinate) If dock construction or in -water work is proposed, consultation with the wildlife regulatory agencies may be required for smalltooth sawfish. West Indian Manatee (Trichechus manatus) If dock construction or in -water work is proposed, consultation with the wildlife regulatory agencies may be required for West Indian manatee. 7.0 DISCUSSION & SUMMARY Wetland locations were drawn using a non -rectified aerial with approximate property boundaries. Approximate wetland limits have not been flagged in the field or verified by SFWMD, FDEP, or USACE. Per ETE's FLUCCS mapping, the site contains approximately 0.15 acres of anticipated jurisdictional wetlands, and +/-0.28 acres OSWs. The South Florida Water Management District (SFWMD) is the regulatory agency that handles wetlands and storm water management permitting on the state level. A wetland jurisdictional determination is required during the environmental resource permitting process if impacts to wetlands are proposed. An Environmental Resource Permit (ERP) from the SFWMD and a State 404 permit from USACE (due to the property's adjacency to navigable waters) will be required for authorization to fill and/or dredge onsite wetlands. OSWs require a permit to impact, though mitigation is generally not required. Any impacts to onsite wetlands will require mitigation to offset the impacts. Mitigation is typically provided through the purchase of off -site wetland credits at an approved wetland mitigation bank prior to commencement of construction. Uniform Mitigation Assessment Methodology (UMAM) worksheets along with the acreage of wetland impacts are used to calculate the exact number of functional units that would be required to offset wetland impacts. The cost of one forested saltwater credit is currently $250,000 at Little Pine Island Mitigation Bank. Approximately 5.33 acres of existing native vegetation have been identified on the Subject Property. A preserve requirement based on existing native vegetation will be required. See below for site photographs. Earth Tech Environmental, LLC www.eteflorida.com 17 !`a 411 IT �s� .. 3Y � a G � 6 -77 fin ei r `. Oi q 1 T YA �� aa:.-xd- -_`✓� _ "'�, vim. - y�oz i gQ, F 6' a a iL y f as Ld jnu AN ,«. '- a" .�, 4� T l.s } �_�` �i ✓.• G� �; 1, %YE YP.aks, NA Ecological Assessment Earth Tech Environmental, LLC Northern portion of the property, facing south Northern portion of the property, facing east www.eteflorida.com 21 Ecological Assessment 8.0 REFERENCES Aerial Photography: Florida. University of Florida Digital Collections. https://ufdc.ufl.edu/collections/aerials Accessed: 8/9/23. Atlas of Florida Plants. Institute for Systematic Botany. https://florida.plantatlas.usf.edu/ Accessed: 8/7/23. Collier County Property Appraiser. https://collierappraiser.com Accessed: 8/4/23. ePermitting Web App. South Florida Water Management Geospatial Services. https://apps.sfwmd.gov/WAB/ePermittingWebApp/index.htmI?mobileBreakPoint=300&slaver=0&exprn um=0&esearch= Accessed: 8/9/23. "Florida's Endangered and Threatened Species"- Official List. Florida Fish & Wildlife Conservation Commission. Updated December 2022. https://mvfwc.com/media/1945/threatened-endangered-species.pdf http://mvfwc.com/imperiledspecies/ Florida Invasive Species Council's (FISC) 2019 List of Invasive Plant Species https://floridainvasivespecies.org/plantlist.cfm Accessed: 8/7/23. Florida Land Use, Cover and Forms Classification (FLUCCS) Handbook. Florida Department of Transportation, Surveying & Mapping Geographic Mapping Section. January 1999. http://www.fdot.gov/geospatial/documentsandpubs/fluccmanua11999.pdf http://www.fdot.gov/geospatial/doc pubs.shtm Google Earth Historical Images. https://www.google.com/earth/ Accessed: 8/9/23. Land Boundary Information System (LABINS). Florida Department of Transportation APLUS website. https://fdotewpl.dot.state.fl.us/AerialPhotoLookUpSystem/ Accessed: 8/9/23. Map Direct. Florida Department of Environmental Protection. https://castg.dep.state.fl.us/mapdirect/ Accessed: 8/9/23. Soil Survey of Collier County, Florida. United States Department of Agriculture. Soil Conservation Service. 1998. Earth Tech Environmental, LLC www.eteflorida.com `l0: Site Specific Criteria • Quantity of units: 160 Units (100% affordable) • Dwelling Types o 5-Story or 6-story Concrete Mid -rise building (Pending County Feebdack) ■ Sixty -Four (64) 113R/113A Units ■ Eighty -Four (84) 213R/213A Units ■ Twelve (12) 313R/213A Units • Proposed Set -Aside Break Down is as follows: 0 24 Units at 30% AMI (ELI) (15% of Total Units) 0 64 Units at 60% AMI (40% of Total Units) 0 72 Units at 70% AMI (45% if Total Units) • All of the AMI levels of the development will be below 120% AMI which meets the goal of the Community Housing Plan. • The Requirement of all 100% units in the development are affordable is being met. • A full range of income needs is provided and MHP is open to discussing with the county on adjustments to the set -asides. • An appraisal will be made on the property prior to determine the ensure that the current terms of the PSA do not exceed the appraised value. • The site is in Zone A of the Disaster Evacuation Zone map. MHP is committed to working the County to ensure that all steps necessary are taken for the safety of the proposed development's citizens and the rest of Collier County's residents. • A Phase I has been performed on the subject site that showed no recognized environmental conditions and didn't recommend further testing for a Phase II. • All utilities are currently available to the site. (See Verified Letters from the County) • Per the ecological assessment, .15 acres of the site was found to contain jurisdictional wetlands which is well below the maximum of 20%. • Transportation: The development is located on an Arterial Road • Shovel Ready: Given the recent passing of SB 102, as of July 1, 2023, the site will be shovel ready. MHP, CCLT and the County will work to devise the optimal development plan and go straight into a Site Development Plan application. • Density: MHP is currently proposing a total of 160 units but is open to working with the County to get a higher number of units if the development plan allows it. • Proximity: The development is in a commercial corridor with close proximity to transportation, schools, grocery stores and pharmacy. • Topography: The site is in Flood Zone AE. MHP will design the buildings to have a higher Elevation that will allow the for a LOMR. Additional Information: The main additional piece of information that is very important to stress as it relates to the subject property is that it is located within a Qualified Census Tract ("QCT'), Census Tract 111.03. The reason that this is so important is that the site is in a QCT is because it is rarely feasible to develop an affordable project using 4%tax credits and tax-exempt bonds if the project is not located withing a QCT or a Small Area Difficult Development Area ("SADDA"). EKOS ON COLLIER - OCTOBER 2023 9 The reason behind this is that a project that is located within a QCT or SADDA will generate an additional 30% of eligible basis as it relates to tax credits generated. It is very rare to find a subject site in Collier County that is in either QCT or SADDA. Ekos on Collier being located within a QCT gives this project a distinct advantage over any subject site that is not located within a QCT or SADDA, because the financing gap will be significantly less on any proposed project due to the additional 30% in eligible basis. There is an existing vacant building on site. The project team will make sure that after demolition that the proper restoration is done and that the project meets all preserve requirements. We are aware that the property is in a coastal high hazard zone and would like to work directly with staff to make sure that we look at all options available to ensure that there is a plan in place to deal with any natural disasters that occur. We are open to any staff recommendation and will take any necessary steps to make sure that the residents will be safe during emergency situations. EKOS ON COLLIER - OCTOBER 2023 10 FLORIDA HOUSING FINANCE CORPORATION VERIFICATION OF AVAILABILITY OF INFRASTRUCTURE — SEWER CAPACITY, PACKAGE TREATMENT, OR SEPTIC TANK Name of Development: Ekos on Collier East side of Collier Blvd., southeast of the Intersection of Henderson Creek Dr. and Development Location: Cnlliar Rlvri I lninrnrnnratpd C:nllier County, FI At a minimum, provide the address number, street name and city and/or provide the street name, closest designated intersection and either the city (if located within a city) or county (if located in the unincorporated area of the county). The location of all Scattered Sites, if applicable, must also be included. Number of Units in the Development: 160 This number must be equal to or greater than the number of units stated by the Applicant in Exhibit A of the RFA. The undersigned service provider confirms that, as of the date that this form was signed, Sewer Capacity or Package Treatment is available to the proposed Development; or there are no known prohibitions to installing a Septic Tank system with adequate capacity for the proposed Development location or, if necessary, upgrading an existing Septic Tank system with adequate capacity for the proposed Development location. To access such waste treatment service, the Applicant may be required to pay hook-up, installation and other customary fees, comply with other routine administrative procedures, provide easements, and/or remove, relocate, install or construct line extensions and other equipment, including but not limited to pumping stations, in connection with the construction of the Development. Execution of this document does not guarantee that waste treatment service will be available to the Applicant in the future and does not provide the Applicant with any vested rights to receive waste treatment service. The availability of waste treatment services is subject to the approval of all applicable governmental agencies having jurisdiction over these matters. For projects located within Miami -Dade County, the Applicant is advised that the right to connect the referenced property to the Department's sewer system is subject to the terms, covenants and conditions set forth in court orders, judgments, consent orders, consent decrees and the like entered into between the County and the United States, the State of Florida, and/or any other governmental entity, including the Consent Decree entered on April 9, 2014, in the United States of America, State of Florida and State of Florida Department of Environmental Protection v. Miami -Dade County, Case No. 1:12-cv-24400-FAM, as well as all other current, subsequent or future enforcement and regulatory actions and proceedings. CERTIFICATION I certify that the foregoing information is true and correct. Signature 411,11- *l �\e_ 'i� os 1 Print or Type Name Z O,o1 n D1 2Cofr.)IZ Print or Type Title y— Z — ?mac o -2-Q Date Signed (�� t ti ev, (::�, uj_�( Name of Entity Providing Service Address (street address, city, state) 23c�. 2-sz.2H Telephone Number (including area code) This certification may not be signed by the Applicant, by any related parties of the Applicant, or by any Principals or Financial Beneficiaries of the Applicant. In addition, signatures from elected local government officials are not acceptable. If there are alterations made to this form that change the meaning of the form, the form will not be accepted. (Form Rev. 07-2022) FLORIDA HOUSING FINANCE CORPORATION VERIFICATION OF AVAILABILITY OF INFRASTRUCTURE - WATER Name of Development:Ekos on Collier East side of Collier Blvd., southeast of the Intersection of Henderson Creek Dr. and Collier Blvd., Unincorporated Collier County, FL Development Location: At a minimum, provide the address number, street name and city and/or provide the street name, closest designated intersection and either the city (if located within a city) or county (if located in the unincorporated area of the county). The location of all Scattered Sites, if applicable, must also be included. Number of Units in the Development: 160 This number must be equal to or greater than the number of units stated by the Applicant in Exhibit A of the RFA. The undersigned service provider confirms that, as of the date that this form was signed, the above referenced Development Location met the following: Potable water is available to the proposed Development, subject to item 2 below. To access such water service, the Applicant may be required to pay hook-up, installation and other customary fees, comply with other routine administrative procedures, provide easements, and remove, relocate, install or construct line extensions and other equipment, including but not limited to pumping stations, in connection with the construction of the Development. Execution of this document does not guarantee that water service will be available to the Applicant in the future and does not provide the Applicant with any vested rights to receive water service. The availability of water services is subject to the approval of all applicable governmental agencies having jurisdiction over these matters. CERTIFICATION I certify that the foregoing information is true and correct. Signature Mike r3os i Print or Type Name 2, 0/0 iN 1z'L'C+o 2 Print or Type 'fitle Y-2 Z�z3 Date Signed (f_ej [I,(' e r-1, C� U14q Name 4 of Entity Providing Service 2-0©6 © eV f�rSe S,i'6 br, Address (street address, city, state) IL Telephone Number (including area code) This certification may not be signed by the Applicant, by any related parties of the Applicant, or by any Principals or Financial Beneficiaries of the Applicant. In addition, signatures from elected local government officials are not acceptable. If there are alterations made to this form that change the meaning of the form, the form will not be accepted. (Form Rev. 07-2022) FLORIDA HOUSING FINANCE CORPORATION VERIFICATION OF AVAILABILITY OF INFRASTRUCTURE - ROADS Name of Development: Ekos on Collier East side of Collier Blvd., southeast of the Intersection of Henderson Creek Dr. and Collier Blvd.. Development Location: Unincorporated Collier County. FL At a m nimun; provide the address number, street name and city and/or provide the street name, closest designated intersection and either the city (if located within a city) or county (if located in the unincorporated area of the county). The location of all Scattered Sites, if applicable, must also be included. The undersigned service provider confnrns that, as of the date that this form was signed, the above referenced Development Location met the following: Existing paved roads provide access to the proposed Development, or there are no laimvii impediments to the construction of paved roads to connect part of the proposed Development to existing paved roads, There are no impediments to the proposed Development using the roads other than payment of impact fees or providing curb cuts, tun lanes, sigmalization, or securing required final approvals and permits for the proposed Development; and The execution of this verification is not a granting of traffic concuurency approval for the proposed Development. CERTIFICATION I certify that the foregoing information is true and correct. Signature Print or Type Name Print or Type the '2- 2Q2 Date Signed (:::!6 (1 C Name of Entity Providing Seen ice Q./)0 _ , f% Z3 pro Cl Address (street address, city, state) Telephone Number (including area code) This certification may not be signed by the Applicant, by any related parties of the Applicant, or by any Principals or Financial Beneficiaries of the Applicant. In addition, signatures from elected local government officials are not acceptable. If there are alterations made to this form that change the meaning of the form, the form will not be accepted. (Form Rev. 08-20) Exhibit 3 — Financing & Cost of Services to the County McDowell Housing Partners ("MHP") proposed that the county use $3,750,000 from the Surtax Fund to purchase subject site. The enclosed Purchase and Sale Agreement will be assigned over to Collier County. Collier County would then close on the land using the county's surtax funds. At closing the county would then enter a 99-year land lease with Collier Community Land Trust ("CCLT"). CCLT and the county would then enter into a development agreement with MHP. The development agreement with MHP would outline the development requirements of the proposed project and the affordability restrictions. Utilizing CCLT as the intermediary between MHP and the county will keep the project affordable in perpetuity and allow the county to have a trusted partner that has a proven track record successfully providing affordable housing that aligns with the county's goals. The development agreement that is entered into with MHP will ensure that the county is able to oversee the development program and provide valuable input as it relates to the final product. We have provided detailed financial projections enclosed for review. As you will notice looking from the proforma, the project is feasible already if the land is to be acquired through the county's surtax program. MHP will look for other funding sources to enhance the project further, but at a minimum MHP will be able to begin developing the project immediately once entered into the development agreement. EKOS ON COLLIER - OCTOBER 2023 11 V o E 3 0 00 3;& �2 `yrn aoN V " IL yI�N� tD V n NN V Q d0 d L H N^ O � N cD aD tO VN M V C V cq N V N I� y— Q: m rn N^th N V V O r N y NLq O M P y' K ClR qcq t+I OI r Z O N N M N N M d N N F o V 7 N V R � ^ O N � � N O R 2 J 12 yoo^rnmm 6 1 1 O O O N N N 0 0 o e o ¢' vK d Z d LL d y M M 0 0' N N E h ^ M V t9 y y00000�oo�o d .L O O O p O O N o N pI W as v O V N f kf a `C , ~na °Dm �c$mry a w d d o IL d d m d Q - Em N rn W G O O of a 2¢U f � a�tr 5tr o > r rn U o 0 0 0 0 0 0 0 9 ° o lul 0 0 0 0 a T E N Cy 333 $ wLw N �„ a23o a ?y Zwu ., Aci m`aaa Nwci in px_ Ekes on Collier - Naples, FL - Family Sources & Uses MCDOWELL HOUSING PARTNERS An ABMk ofMCDowrq P py , Construction Loan Permanent Loan oft Debt SAIL ELI County Se6 Source Sofi Loan 5 Sofi Loan 6 Soft Loan 7 qulty LIHTC Equity 28,500,000 178,125 57.25% 0.00% - - 0.00% - - 0.00% 3,750,000 23,438 7.53% - - 0.00% 0.00% 0.00% 0.00% 17,532,280 109,577 35.22% Uses Construction Phase Total Per Unit % Hard Costs Building Costs 25,127,193 157,045 54.7% GC Contingency - - 0.0% GC General Requirements 1,507,632 9,423 3.3% GC Overhead 502:544 3,141 1.1 % GC Profit 1,507,632 9,423 3.3% FF&E 230,000 1,438 0.5% Recreational Items 5,000 31 0.0% Hard Costs Total 28,880,000 180,500 62.9% Hard Cost Contingency 5.0% 1,432,250 8,952 3.1% Hard Costs Total 30,312,250 189,452 66.0% Financing Costs Interest First Construction Loan Interest 1,049,479 6,559 2.3% Second Loan Interest Expense - - 0.0% Third Loan Interest Expense - - 0.0 Pre -Development Loan Interest - - 0.0% Negative Arbitrage - - 0.0% Interest Total 1,049,479 6,559 2.3% UHTC State Agency Administrative/Reservation Fees 9.00% 189,445 1,184 0.4% State Application Fees 3,000 19 0.0% State Compliance Fee - - 0.0% Credit Underxriting Fee 46,302 289 0.1 Syndication Fees/Investor Legal & DO 40,000 250 0.1 Total UHTC 278,747 1,742 0.6% Bond Costs Cost of Issuance 330,755 2.067 0.7% Fiscal or Placement Agent 35,000 219 0.1 TEFRA Fee 1,000 6 0.0% Initial Trustee as 8,500 53 0.0% Band Issuer Fees 0.24% 136,800 855 0.3% Band Counsel -Legal - - 0.0% Total Bond Costs 512,055 3,200 1.1% Financing Costs Total 1,840,281 11,502 4.0% Construction Period Costs Accounting Services 35,000 219 0.1% Construction Loan Origination Fee 142,500 891 0.3% Construction Loan Closing Costs 15,000 94 0.0% Construction Lender - Legal 45,000 281 0.1% Lender/Investor Inspection Fees 16 Months 60,416 378 0.1 Agency Inspection Fees - - 0.0 Permanent Agency Lender's Fee- Freddie/Fannie 109,400 684 0.2% BuiMer's Risk & GL Contt. Insurance 192,548 1,203 0.4% Property Taxes during Construction 10,000 63 0.0% Printing, Shipping, and Travel 10,000 63 0.0% Total Construction Period Costs 619,864 3,874 1.3% Permanent Period Costs Permanent can Origination Fee 196,000 1,225 0.4% Permanent Loan Closing Costs 25,000 156 0.1 Permanent Lender- Legal 75,000 469 0.2% Total Permanent Period Costs 296,000 1,850 0.6% Operations Insurance-Property/Liability 12 Months 240,000 1.500 0.5% Property Taws 8 Months 44,000 275 0.1 Marketing & Lease -up Cost 750 /Unit 120,000 750 0.3% Total Operations 404,000 2,525 0.9% Split Costs Architecture Architects Design Fee 300,000 1.875 0.7% Architects Fee- Const. Supervision 75,000 469 0.2% Landscape Design 20,000 125 0.0% Interior Design 25,000 156 0.1% Specialty Design Services - - 0.0% Total Architecture 420,000 2,625 0.9% Engineering Civil (Incl. Cosst. Supervision) 150,000 938 0.3 % Planning, Zoning & Entideenl m - - 0.0% Surveying and Platting (Not in Civil) 20,000 125 0.0% Dry Utility Design 3,500 22 0.0% Construction Material Testing 50,000 313 0.1 Green Building Cart. &Inspections 27,100 169 0.1% Nan -Muni Utility Connection Fees & Deposits 250/Unit 80,000 500 0.2 Environmental - Other - - 0.0% Total Engineering 330,600 2,066 0.7% Builidng Permit & Impact Fees Building and Permit Fees 1 396 / Unit 223,360 1,396 0.5% Impact Fees 0/Und - - 0.0% Water/Sewer Tap BConnectiou Fees 4000/Und 640,000 4,000 1.4% Total Builidng Permit & Impact Fees 863,360 5,396 1.9% Reports & Studies Appraisal 9,500 59 0.0% Environmental Reports (Phase 1/11, NEPA) 15,000 94 0.0% Market Study 4,700 29 0.0% Physical Needs Assessment (Rehab) - - 0.0% Plan and Cost Report 5,300 33 0.0% Soil/Geotech Repot 10, 165 64 0.0% Traffic Study 9,550 80 0.0% Utility Allowance (Energy Consumption Study) 4,500 28 0.0% Reports and Studies - Other - - 0.0% Total Reports & Studies 58,715 367 0.1% Legal Legal Fees- Partnership & Organizational 200,000 1.250 0.4% TPoe Insurance & Recording Fees, Doc Stamps 140,000 875 0.3% Total Legal 340,000 2,125 0.7% Developer as & Overhead Developer's Admin. & Overhead 18.00% 6,601,958 41,262 14.4% Total Developer Fee & Overhead 6,601,958 41,262 14.4% Soft Cost Contingency 5.00% 100,634 629 0.2% Soft Costs Total 8,715,267 54,470 19.0% Land Land, To be Acquired 3,750,000 23,438 8.2% Total Land 3,750,000 23,438 8.2% Reserves Operating Deficit Reserve 3 Months - - 0.0% Total Reserves 0.0% Tobal Pro ect Cost 4111.111 287 110 100% Permanent Phase Total Per Unit % - - 0.00% 19,600,000 122,500 41.21% - - 0.00% 0.00% 3,750,000 23,438 7.88% - 0.00% - 0.00% - - 0.00% 0.00% 20,626,211 128,914 43.37% 3 584 639 22 404 7.54% 47,560 850 297 255 100% Permanent Phase TotalPar Unit 25,127,193 157,045 52.8% - 0.0% 1,507,632 9,423 3.2% 502,544 3,141 1.1% 1,507,632 9,423 3.2% 230,000 1,438 0.5% 5.000 31 0.0% 28,880,000 180,500 60.7% 1,432,250 8,952 3.0% 30,312,250 189,452 63.7% 2,141,321 13,383 4.5% 0.0% 0.0% 0.0% 0.0% 2,141,321 13,383 4.5% 189,445 1,184 0.4% 3,000 19 0.0% 0.0% 46,302 289 0.1 40,000 250 0.1% 278,747 1,742 0.6% 330,755 2.067 0.7% 35,000 219 0.1 1,000 6 0.0% 8,500 53 0.0% 136,800 855 0.3% 0.0% 512,055 3,200 1.1% 2,932,123 18,326 8.2% 35,000 219 0.1% 142,500 891 0.3% 15,000 94 0.0% 45,000 281 0.1% 60,416 378 0.1 0.0% 109,400 684 0.2% 192,548 1.203 0.4% 10,000 63 0.0% 10,000 63 0.0% 619,864 3,874 1.3% 196,000 1,225 0.4% 25,000 156 0.1 75,000 469 0.2% 296,000 1,850 0.6% 240,000 1.500 0.5% 44000 275 0.1% 120:000 750 0.3% 404,000 2,525 0.8% 300,000 1,875 0.6% 75,000 489 0.2% 20.000 125 0.0 % 25,000 156 0.1 - - 0.0% 420,000 2,625 0.9% 150,000 938 0.3% 0.0% 20,000 125 0.0% 3,500 22 0.0% 50,000 313 0.1 27,100 169 0.1% 80,000 500 0.2% 0.0% 330,600 2,066 0.7% 223,360 1,396 0.5% 0.0% 640,000 4,000 1.3% 863,360 5,396 1.8% 9,500 59 0.0% 15,000 94 0.0% 4,700 29 0.0% 0.0% 5,300 33 0.0% 10,165 64 0.0% 9,550 60 0.0% 4,500 28 0.0% 0.0% 58,715 367 0.1% 200,000 1.250 0.4% 140,000 875 0.3% 340,000 2,125 It 7% 6,601,958 41,262 13.9% 6,601,958 41,262 13.9% 100,634 629 0.2% 8,715,267 54,470 18.3% 3,750,000 23,438 7.9% 3,750,000 23,438 7.9% 531,347 3,321 1.1 531,-7 3,321 1.1% 47 560 850 297 255 100% J, cob« VA ag mg <MNmom3� 22 R 2$ fi RSA 88 " �8'o8888g8N _ � o � oS33SESSA a31 o rm 16 mgEu - t�$r �¢"w ~9V•`m Vn@L_ �cEc �tta� O 2acEa� 'os>g3 a`ci ow 83 ,��a`moo giap°° 3=c Commercial Contract 1 1. PARTIES AND PROPERTY: McDowell_ Acquisitions LLC ("Buyer") 2 agrees to buy and Raymond J Bozicnik Trust and Nicolette Rae Bauer Trust ("Seller") 3 agrees to sell the property at: 4 street Address: Parcel ID's: 0725640004 and 00725040002 5------------------ — _—_ _ _— ^ ——_ 6 Legal Description: See Exhibit A 7 8 and the following Personal Property: 9 10 (all collectively referred to as the "Property") on the terms and conditions set forth below. 11 2. PURCHASE PRICE: $ 3,750,000.00 12 (a) Deposit held in escrow by: Nelson Mullins Broad and Cassel s I W000 13 ("Escrow Agent") (checks are subject to actual and final collection) 390 N Orange Ave, Suite 1400 14 Escrow Agent's address: Orlando FL 32801 Phone: (850) 205-3307 15 (b) Additional deposit to be made to Escrow Agent 16 M within days (3 days, if left blank) after completion of Due Diligence Period or 17 ❑ within days after Effective Date $ 100-000 18 (c) Additional deposit to be made to Escrow Agent 19 El within 90 days (3 days, if left blank) after completion of Due Diligence Period or 20 ❑ within days after Effective Date $ l 00,000 21 (d) Total financing (see Paragraph 5) $ 22 (e) Other $ 23 (0 All deposits will be credited to the purchase price at closing. 24 Balance to close, subjectto adjustments and prorations, to be paid 25 via wire transfer. $ Balance 26 For the purposes of this paragraph, "completion" means the end of the Due Diligence Period or upon delivery of 27 Buyer's written notice of acceptability. f�f 28 3. TIME FOR ACCEPTANCE; EFFECTIVE DATE; COMPUTATION OF TIME: Unless this offer is signe �y Seller 29 and Buyer and an executed copy delivered to all parties on or before K ,(:a: is offer1 30 will be withdrawn and the Buyer's deposit, if any, will be returned. The time for acceptance of any counter offer will be 31 3 days from the date the counter offer is delivered. The "Effective Date" of this Contract is the date on which the 32 last one of the Seller and Buyer has signed or initialed and delivered this offer or the final counter offer or 33 . Calendar days will be used when computing time periods, except time periods of 5 34 days or less. Time periods of 5 days or less will be computed without including Saturday, Sunday, or national legal 35 holidays. Any time period ending on a Saturday, Sunday, or national legal holiday will extend until 5:00 p.m. of the next 36 business day. Time is of the essence in this Contract. 37 4. CLOSING DATE AND LOCATION: See !Addendum 38 (a) Closing Date: This transaction will be closed on (Closing Date), unless 39 specifically extended by other provisions of this Contract. The Closing Date will prevail over all other time periods 40 including, but not limited to, Financi end Due Diligence periods. In the event insurance underwriting is suspended Buyer( �`i`T) and Seller) acknowledge receipt of a copy of this page, which is Page 1 of 8 Pages. CC-5 Rev. 9/17 ©2017 Florida Realtors' Licensed to Alta Star Software and ID1823674.453508 Software and added formatting © 2021 Alta Star Software, all rights reserved. • www.altastar.com • (877) 279-8898 41 on Closing Date and Buyer is unable to obtain property insurance, Buyer may postpone closing up to 5 days after 42 the insurance underwriting suspension is lifted. 43 (b) Location: Closing will take place in Collier County, Florida. (If left blank, closing will take place in the 44 county where the property is located.) Closing may be conducted by mail or electronic means. 45 THIRD PARTY FINANCING: 46 BU 'S OBLIGATION: On or before days (5 days if left blank) after Effective Date, Buyer will apply for t ird' 47 partyfinan i in an amount not to exceed % of the purchase price or $ with a fi 48 interest rate no exceed % per year with an initial variable interest rate not to exceed %, points or 49 commitment or loan not to exceed % of the principal amount, for a term of year , and amortized 50 over years, with a tional terms as follows_ 51 52 Buyer will timely provide any and al dit, employment, financial and other inform " n reasonably required by any 53 lender_ Buyer will use good faith and rea able diligence to (i) obtain Loan Ap val within days (45 days if left 54 blank) from Effective Date (Loan Approval D (ii) satisfy terms and con ens of the Loan Approval, and (iii) close 55 the loan. Buyer will keep Seller and Broker fully RWQrmed about loan lication status and authorizes the mortgage 56 broker and lender to disclose all such information to S r and Br r. Buyer will notify Seller immediately upon 57 obtaining financing or being rejected by a lender_ CANCE N: If Buyer, after using good faith and reasonable 58 diligence, fails to obtain Loan Approval by Loan Approva ate, uyer may within days (3 days if left blank) 59 deliver written notice to Seller stating Buyer either . es this fina - g contingency or cancels this Contract. 50 If Buyer does neither, then Seller may cancel t ' ontract by deliverin itten notice to Buyer at any time thereafter. 61 Unless this financing contingency has been ived, this Contract shall rem subject to the satisfaction, by closing, of 62 those conditions of Loan Approval relat o the Property. DEPOSIT(S) (for pur es of Paragraph 5 only): If Buyer 63 has used good faith and reasonabl iligence but does not obtain Loan Approval by an Approval Date and 64 thereafter either party elects to ncel this Contract as set forth above or the lender fails efuses to close on or 65 before the Closing Date w' ut fault on Buyer's part, the Deposit(s) shall be returned to Buy whereupon both 66 parties will be release om all further obligations under this Contract, except for obligations state crein as surviving 67 the termination of s Contract. If neither party elects to terminate this Contract as set forth above or B r fails to use 68 good faith or sonable diligence as set forth above, Seller will be entitled to retain the Deposit(s) if the tra ction 69 does not se. For purposes of this Contract, "Loan Approval" means a statement by the lender setting Earth th erms 70 and ditions upon which the lender is willing to make a particular mortgage loan to a particular buyer. Neither a p 71 roval letter not a prequalification letter shall be deemed a Loan Approval for purposes of this Contract. 72 6. TITLE: Seller has the legal capacity to and will convey marketable title to the Property by A statutory warranty 73 deed ❑ special warranty deed ❑ other , free of liens, easements and 74 encumbrances of record or known to Seller, but subject to property taxes for the year of closing; covenants, 75 restrictions and public utility easements of record; existing zoning and governmental regulations; and (list any other 76 matters to which title will be subject) 77 78 provided there exists at closing no violation of the foregoing and none of them prevents Buyer's intended use of the 79 Property as Multi -Family Apartments 8o (a) Evidence of Title: The parry who pays the premium for the title insurance policy will select the closing agent 81 and pay for the title search and closing services. Seller will, at (check one) ❑ Seller's N) Buyer's expense and 82 within 90 days after Effective Date or at least days before Closing Date deliver to Buyer (check one) 83 9 (i) a title insurance commitment by a Florida licensed title insurer setting forth those matters to be discharged by 84 Seller at or before Closing and, upon Buyer recording the deed, an owner's policy in the amount of the purchase 85 price for fee simple title subject only to exceptions stated above. If Buyer is paying for the evidence of title and 86 Seller has an owner's policy. Seller will deliver a copy to Buyer within 15 days after Effective Date. ❑ (ii.) an 87 abstract of title, prepared or brought current by an existing abstract firm or certified as correct by an existing firm. 88 However, if such an abstract is not available to Seller, then a prior owner's title policy acceptable to the proposed 89 insurer as a base for reissuance of coverage may be used_ The prior policy will include copies of all policy 90 exceptions and an update in a format acceptable to Buyer from the policy effective date and certified to Buyer or Buyer and Seller ( ) _ acknowledge receipt of a copy of this page, which is Page 2 of 8 Pages. CC-5 Rev. 9/17 02017 Florida Realtors° Licensed to Aita Star Software and td1623874.453508 Software and added formatting (D 2021 Alta Star Software, all rights reserved. • www.altastar.com • (877) 279-8898 91 Buyer's closing agent together with copies of all documents recited in the prior policy and in the update. If such 92 an abstract or prior policy is not available to Seller then (i.) above will be the evidence of title. 93 (b) Title Examination: Buyer will, within 15 days from receipt of the evidence of title deliver written notice to Seller 94 of title defects. Title will be deemed acceptable to Buyer if (1) Buyer fails to deliver proper notice of defects or (2) 95 Buyer delivers proper written notice and Seiler cures the defects within 10 days from receipt of the notice 96 ("Curative Period"). Seller shall use good faith efforts to cure the defects. If the defects are cured within the 97 Curative Period, closing will occur on the latter of 10 days after receipt by Buyer of notice of such curing or the 98 scheduled Closing Date_ Seller may elect not to cure defects if Seller reasonably believes any defect cannot be 99 cured within the Curative Period. If the defects are not cured within the Curative Period, Buyer will have 10 days 100 from receipt of notice of Seller's inability to cure the defects to elect whether to terminate this Contract or accept 101 title subject to existing defects and close the transaction without reduction in purchase price. 102 (c) Survey: (check applicable provisions below) 103 (i.) M Seller will, within 10 days from Effective Date, deliver to Buyer copies of prior surveys. 104 plans, specifications, and engineering documents, if any, and the following documents relevant to this 105 transaction: 1©6 107 prepared for Seller or in Sellers possession, which show aff currently existing structures. In the event this 108 transaction does not close, all documents provided by Seller will be returned to Seller within 10 days from the 109 date this Contract is terminated. 110 N Buyer will, at ❑ Seller's X Buyer's expense and within the time period allowed to deliver and examine 111 title evidence, obtain a current certified survey of the Property from a registered surveyor. If the survey reveals 112 encroachments on the Property or that the improvements encroach on the lands of another, 0 Buyer will 113 accept the Property with existing encroachments €$( such encroachments will constitute a title defect to be 114 cured within the Curative Period. 115 (d) Ingress and Egress: Seller warrants that the Property presently has ingress and egress. 116 7. PROPERTY CONDITION: Seller will deliver the Property to Buyer at the time agreed in its present "as is" condition, 117 ordinary wear and tear excepted, and will maintain the landscaping and grounds in a comparable condition. Seller 118 makes no warranties other than marketability of title. In the event that the condition of the Property has materially 119 changed since the expiration of the Due Diligence Period, Buyer may elect to terminate the Contract and receive a 120 refund of any and all deposits paid, plus interest, if applicable, or require Seiler to return the Property to the required 121 condition existing as of the end of Due Diligence period, the cost of which is not to exceed $ (1.5% of 122 the purchase price, if left blank). By accepting the Property "as is", Buyer waives all claims against Seller for any 123 defects in the Property. (Check (a) or (b)) 124 ❑ (a) As Is: Buyer has inspected the Property or waives any right to inspect and accepts the Property in its "as is" 125 condition. ➢cater shall have until May 13. 2023 126 (b) Due Diligence Period: Buyer will, at Buyer's expense and ("Due 127 Diligence Period"), determine whether the Property is suitable, in Buyer's sole and absolute discretion. During the 128 term of this Contract, Buyer may conduct any tests, analyses, surveys and investigations ("Inspections") which 129 Buyer deems necessary to determine to Buyer's satisfaction the Property's engineering, architectural. 130 environmental properties; zoning and zoning restrictions; flood zone designation and restrictions; subdivision 131 regulations; soil and grade; availability of access to public roads, water, and other utilities; consistency with local, 132 state and regional growth management and comprehensive land use plans; availability of permits, government 133 approvals and licenses; compliance with American with Disabilities Act; absence of asbestos, soil and ground 134 water contamination; and other inspections that Buyer deems appropriate. Buyer will deliver written notice to 135 Seller prior to the expiration of the Due Diligence Period of Buyer's determination of whether or not the Property 136 is acceptable. Buyer's failure to comply with this notice requirement will constitute acceptance of the Property in 137 its present "as is" condition. Seller grants to Buyer, its agents, contractors and assigns, the right to enter the 138 Property at any time during the term of this Contract for the purpose of conducting Inspections, upon reasonable 139 notice, at a mutually agreed upon time; provided, however, that Buyer, its agents, contractors and assigns enter 140 the Property and conduct Inspections at their own risk. Buyer will indemnify and hold Seller harmless from 141 losses, damages, casts, claims and expenses of any nature, including attorneys' fees at all levels, and from 142 liability to anyperson, arising from the conduct of any and all inspections or any work authorized by Buyer. Buyer 143 will not engage in any activity that could result in a mechanic's lien being filed against the Property without 144 Seller's prior written consent. In the e nt this transaction does not close, (1) Buyer will repair all damages to the Buyer �j and Seller ()Jcknowledge receipt of a copy of this page, which is Page 3 of 8 Pages. CC-5 Rev. 9117 @2017 Florida Reaitors� Licensed to Alta Star Spttware and 101823874.453508 Software and added formatting O 2021 Alta Star Software, all rights reserved. • www.altastar.com • (877) 279.8898 145 Property resulting from the Inspections and return the Property to the condition it was in prior to conduct of the 146 Inspections, and (2) Buyer will, at Buyer's expense release to Seller ail reports and other work generated as a 147 result of the Inspections. Should Buyer deliver timely notice that the Property is not acceptable, Seller agrees that 148 Buyer's deposit will be immediately returned to Buyer and the Contract terminated. 149 (c) Walk-through Inspection: Buyer may, on the day prior to closing or any other time mutually agreeable to the 150 parties, conduct a final "walk-through" inspection of the Property to determine compliance with this paragraph and 151 to ensure that all Property is on the premises. 152 S. OPERATION OF PROPERTY DURING CONTRACT PERIOD: Seller will continue to operate the Property and any 153 business conducted on the Property in the manner operated prior to Contract and will take no action that would 154 adversely impact the Property after closing, as to tenants, lenders or business, if any_ Any changes, such as renting 155 vacant space, that materially affect the Property or Buyer's intended use of the Property will be permitted M only with 156 Buyer's consent ❑ without Buyer's consent. 157 9. CLOSING PROCEDURE: Unless otherwise agreed or stated herein, closing procedure shall be in accordance with 158 the norms where the Property is located. 159 (a) Possession and Occupancy: Seller will deliver possession and occupancy of the Property to Buyer at 16D closing. Seller will provide keys, remote controls, and any security/access codes necessary to operate all locks, 161 mailboxes, and security systems. 162 (b) Costs: Buyer will pay Buyer's attorneys' fees, taxes and recording fees on notes, mortgages and financing 163 statements and recording fees for the deed. Seller will pay Seller's attorneys' fees, taxes on the deed and 164 recording fees for documents needed to cure title defects_ if Seller is obligated to discharge any encumbrance at or 165 prior to closing and fails to do so, Buyer may use purchase proceeds to satisfy the encumbrances. 166 (c) [documents: Seller will provide the deed; bill of sale; mechanic's lien affidavit; originals of those assignable 167 service and maintenance contracts that will be assumed by Buyer after the Closing Date and letters to each 168 service contractor from Seller advising each of them of the sale of the Property and, if applicable, the transfer of its 169 contract, and any assignable warranties or guarantees received or held by Seller from any manufacturer, 170 contractor, subcontractor, or material supplier in connection with the Property; current copies of the condominium 171 documents, if applicable; assignments of leases, updated rent roll; tenant and lender estoppels letters (if 172 applicable); tenant subordination, non -disturbance and attornment agreements (SNOAs) required by the Buyer or 173 Buyer's lender, assignments of permits and licenses; corrective instruments; and letters notifying tenants of the 174 change in ownership/rental agent. If any tenant refuses to execute an estoppels letter, Seller, if requested by the 175 Buyer in writing, will certify that information regarding the tenant's lease is correct. If Seller is an entity, Seller will 176 deliver a resolution of its governing authority authorizing the sale and delivery of the deed and certification by the 177 appropriate party certifying the resolution and setting forth facts showing the conveyance conforms to the 178 requirements of local law. Seller will transfer security deposits to Buyer. Buyer will provide the closing statement, 179 mortgages and notes, security agreements, and financing statements. 180 (d) Taxes and Prorations: Real estate taxes, personal property taxes on any tangible personal property, bond 181 payments assumed by Buyer, interest, rents (based on actual collected rents), association dues, insurance 182 premiums acceptable to Buyer, and operating expenses will be prorated through the day before closing. If the 183 amount of taxes for the current year cannot be ascertained, rates for the previous year will be used with due 184 allowance being made for improvements and exemptions. Any tax proration based on an estimate will, at request 185 of either party, be readjusted upon receipt of current year's tax bill; this provision will survive closing. 186 (e) Special Assessment Liens: Certified, confirmed, and ratified special assessment liens as of the Closing Date 187 will be paid by Seller_ If a certified, confirmed, and ratified special assessment is payable in installments, Seller will 188 pay all installments due and payable on or before the Closing Date, with any installment for any period extending 189 beyond the Closing Date prorated, and Buyer will assume all installments that become due and payable after the 190 Closing Date. Buyer will be responsible for all assessments of any kind which become due and owing after Closing 101 Date, unless an improvement is substantially completed as of Closing Date. If an improvement is substantially 192 completed as of the Closing Date but has not resulted in a lien before closing, Seller will pay the amount of the last 193 estimate of the assessment. This subsection applies to special assessment liens imposed by a public body and 194 does not apply to condominium association special assessments. 195 (f) Foreign Investment in Real Property Tax Act (FIRPTA): If Seller is a "foreign person" as defined by FIRPTA, 196 Seller and Buyer agree to comply with Section 1445 of the Internal Revenue Code. Seller and Buyer will 197 complete, execute, and deliver as direpted any instrument, affidavit, or statement reasonably necessary to comply Buyer (� � yam.(.` ; and Seller(1(1fJ 1� acknowledge receipt of a copy of this page, which is Page 4 of 8 Pages- CC-5 Rev. 9117 92017 Florida RealtorsO Licensed to Alta Star Software and ID1823674.453505 Software and added formatting OO 2021 Alta Star Software, all rights reserved. - www.altastar.com • (877) 279-8898 198 with the FIRPTA requirements, including delivery of their respective federal taxpayer identification numbers or 199 Social Security Numbers to the closing agent_ If Buyer does not pay sufficient cash at closing to meet the 200 withholding requirement, Seller will deliver to Buyer at closing the additional cash necessary to satisfy the 201 requirement_ 202 10. ESCROW AGENT: Seller and Buyer authorize Escrow Agent or Closing Agent (collectively "Agent") to receive, 203 deposit, and hold funds and other property in escrow and, subject to collection, disburse them in accordance with the zoo terms of this Contract. The parties agree that Agent will not be liable to any person for misdelivery of escrowed items to 205 Seller or Buyer, unless the misdelivery is due to Agent's wilifui breach of this Contract or gross negligence. if Agent 206 has doubt as to Agent's duties or obligations under this Contract, Agent may, at Agent's option, (a) hold the escrowed 207 items until the parties mutually agree to its disbursement or until a court of competentjurisdiction or arbitrator 208 determines the rights of the parties or (b) deposit the escrowed items with the clerk of the court having jurisdiction over 209 the matter and file an action in interpleader, Upon notifying the parties of such action, Agent will be released from all 210 liability except for the duty to account for items previously delivered out of escrow. if Agent is a licensed real estate 211 broker, Agent will comply with Chapter 475, Florida Statutes, In any suit in which Agent interpleads the escrowed items 212 or is made a party because of acting as Agent hereunder. Agent will recover reasonable attorneys fees and costs 213 incurred, with these amounts to be paid from and out of the escrowed items and charged and awarded as court costs 214 in favor of the prevailing party. 215 11. CURE PERIOD: Prior to any claim for default being made, a party will have an opportunity to cure any alleged 216 default. If a parry fails to comply with any provision of this Contract, the other party will deliver written notice to the non- 217 complying party specifying the non-compliance. The non -complying party will have days (5 days if left blank) after 218 delivery of such notice to cure the non-compliance. Notice and cure shall not apply to failure to close. 219 12. FORCE MAJEURE: Buyer or Seller shall not be required to perform any obligation under this Contract or be liable 220 to each other for damages so long as performance or non-performance of the obligation, or the availability of services, 221 insurance, or required approvals essential to Closing, is disrupted, delayed, caused or prevented by Force Majeure. 222 "Force Majeure" means: hurricanes, floods, extreme weather, earthquakes, fire, or other acts of God, unusual 223 transportation delays, or wars, insurrections, or acts of terrorism, which, by exercise of reasonable diligent effort, the 224 non -performing party is unable in whole or in part to prevent or overcome. All time periods, including Closing Date, will 225 be extended a reasonable time up to 7 days after the Force Majeure no longer prevents performance under this 226 Contract, provided, however, if such Force Majeure continues to prevent performance under this Contract more than 227 30 days beyond Closing Date, than either party may terminate this Contract by delivering written notice to the other 228 and the Deposit shall be refunded to Buyer, thereby releasing Buyer and Sellerfrom all further obligations under this Contract. 229 13. RETURN OF DEPOSIT: Unless otherwise specified in the Contract, in the event any condition of this Contract is 230 not met and Buyer has timely given any required notice regarding the condition having not been met, Buyer's deposit 231 will be returned in accordance with applicable Florida Laws and regulations. 232 14. DEFAULT; 233 (a) In the event the sale is not closed due to any default or failure on the part of Seller other than failure to make 234 the title marketable after diligent effort, Buyer may elect to receive return of Buyer's deposit without thereby 235 waiving any action for damages resulting from Seller's breach and may seek to recover such damages or seek 236 specific performance. If Buyer elects a deposit refund, Seller may be liable to Broker for the full amount of the 237 brokerage fee. 238 (b) In the event the sale is not closed due to any default or failure on the part of Buyer, Seller may either (1) 239 retain all deposit(s) paid or agreed to be paid by Buyer as agreed upon liquidated damages, consideration for the 240 execution of this Contract, and in full settlement of any claims, upon which this Contract will terminate or (2) seek 241 specific performance. If Buyer fails to timely place a deposit as required by this Contract, Seller may either (1 ) 242 terminatethe Contract and seek the remedy outlined in this subparagraph or (2) proceed with the Contract without 243 waiving any remedy for Buyer's default. 244 15. ATTORNEY'S FEES AND COSTS: In any claim or controversy arising out of or relating to this Contract, the 245 prevailing party, which for purposes of this provision will include Buyer. Seller and Broker, will be awarded reasonable gas attorneys' fees, costs, and expenses. 247 16. NOTICES: All notices will be in writing and may be delivered by mail, overnight courier, personal delivery, or 248 electronic means. Parties agree to send all notices to addresses specified on the signature page(s). Any notice, 249 document, or item given by or delivered to an attorney or real estate licensee (including a transaction broker) 250 representing a party will be as effective as if given by or delivered to that party. Buyer and Seller { - ) ( acknowledge receipt of a copy of this page, which is Page 5 of 8 Pages. CC-5 Rev, 9l17 Q2017 Florida Realtors`' Licensed to Alta Star Software antl ID1623874A53508 Software and added formatting 0 2021 Alta Star Software, all rights reserved. • www.altastar.com • (877) 279-8898 251 17. DISCLOSURES: 252 (a) Commercial Real Estate Sales Commission Lien Act: The Florida Commercial Real Estate Sales 253 Commission Lien Act provides that a broker has a lien upon the owner's net proceeds from the sale of 254 commercial real estate for any commission earned by the broker under a brokerage agreement. The lien upon the 255 owner's net proceeds is a lien upon personal property which attaches to the owner's net proceeds and does not 256 attach to anv interest in real property. This lien right cannot be waived before the commission is earned. 257 (b) Special Assessment Liens Imposed by Public Body: The Property may be subject to unpaid special 258 assessment lien(s) imposed by a public body. (A public body includes a Community Development District.) Such 259 liens, if any, shall be paid as set forth in Paragraph 9(e) 260 (c) Radon Gas: Radon is a naturally occurring radioactive gas that, when it has accumulated in a building in 261 sufficient quantities, may present health risks to persons who are exposed to it over time. Levels of radon that 262 exceed federal and state guidelines have been found in buildings in Florida. Additional information regarding radon 263 and radon testing may be obtained from your county public health unit. 264 (d) Energy -Efficiency Rating Information: Buyer acknowledges receipt of the information brochure required by 255 Section 553,996, Florida Statutes- 266 18, RISK OF LOSS: 267 (a) If, after the Effective Date and before closing, the Property is damaged by fire or other casualty, Seller will 268 bear the risk of loss and Buyer may cancel this Contract without liability and the deposit(s) will be returned to 269 Buyer. Alternatively, Buyer will have the option of purchasing the Property at the agreed upon purchase price and 270 Seller will credit the deductible, if any and transfer to Buyer at closing any insurance proceeds, or Seller's claim 271 to any insurance proceeds payable for the damage. Seller will cooperate with and assist Buyer in collecting any 272 such proceeds. Seller shall not settle any insurance claim for damage caused by casualty without the consent of 273 the Buyer. 274 (b) if, after the Effective Date and before closing, any part of the Property is taken in condemnation or under the 275 right of eminent domain, or proceedings for such taking will be pending or threatened, Buyer may cancel this 276 Contract without liability and the deposit(s) will be returned to Buyer, Alternatively, Buyer will have the option of 277 purchasing what is left of the Property at the agreed upon purchase price and Seller will transfer to the Buyer at 278 closing the proceeds of any award, or Seller's claim to any award payable for the taking, Seller will cooperate 279 with and assist Buyer in collecting any such award. 280 19. ASSIGNABILITY; PERSONS BOUND: This Contract may be assigned to a related entity, and otherwise X is not 281 assignable ❑ is assignable. If this Contract may be assigned, Buyer shall deliver a copy of the assignment agreement 282 to the Seller at least 5 days prior to Closing. The terms "Buyer," "Seller" and "Broker" may be singular or plural. This 283 Contract is binding upon Buyer: Seller and their heirs, personal representatives, successors and assigns (i€ 284 assignment is permitted). 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 U 20. MISCELLANEOUS: The terms of this Contract constitute the entire agreement between Buyer and Seller - Modifications of this Contract will not be binding unless in writing, signed and delivered by the party to be bound. Signatures, initials, documents referenced in this Contract, counterparts and written modifications communicated electronically or on paper will be acceptable for all purposes, including delivery, and will be binding. Handwritten or typewritten terms inserted in or attached to this Contract prevail over preprinted terms. If any provision of this Contract is or becomes invalid or unenforceable, all remaining provisions will continue to be fully effective. This Contract will be construed under Florida law and will not be recorded in any public records. 21. BROKERS: Neither Seller nor Buyer has used the services of, or for any other reason owes compensation to, a licensed real estate Broker other than: (a) Seller's Broker, _ Arnerivest Realty Anthony V. Previte (Company Name) (Licensee) 1810 Tarpon Bay Drive South Naples, Florida 34119 (Address. Telephone. Fax. E mail} who ❑ is a single agent IX is a transaction broker ❑ has no brokerage relationship and who will be compensated_ by CK Seller ❑ Buyer ❑ both parties pursuant to IX a listing agreement ❑ other (specify) (b) Buyer's Broker: (Address, Telephone, Fax, E-mail) C' 6uyer�r�}�) and Seller acknowledge receipt cf a copy of this page, which is Page 6 of 8 Pages, CC-5 Rev. 9117 002017 Florida Realtors` Licensed to Alta Star software and Ia1823874.453508 Software and added formatting O 2021 Alta Star Software, all rights reserved. • www.attastar.com • (877) 279-8898 302 who ❑ is a single agent El is a transaction broker ❑ has no brokerage relationship and who will be compensated by 303 ❑ Seller's Broker Seller[] Buyer❑ both partiespursuantta❑ anMLSoffer ofcompensation❑ other (specify) 304 305 (collectively referred to as "Broker") in connection with any act relating to the Property, including but not limited to 306 inquiries, introductions, consultations, and negotiations resulting in this transaction. Seller and Buyer agree to 307 indemnify and hold Broker harmless from and against losses, damages, costs and expenses of any kind, including 308 reasonable attorneys' fees at all levels, and from liability to any person, arising from (1) compensation claimed which is 309 inconsistent with the representation in this Paragraph, (2) enforcement action to collect a brokerage fee pursuant to 310 Paragraph 10, (3) any duty accepted by Broker at the request of Seller or Buyer, which is beyond the scope of 311 services regulated by Chapter 475, Florida Statutes, as amended, or (4) recommendations of or services provided and 312 expenses incurred by any third party whom Broker refers, recommends, or retains for or on behalf of Seller or Buyer. 313 22. OPTIONAL CLAUSES: (Check if any of the following clauses are applicable and are attached as an addendurn to 314 this Contract): 315 ❑ Arbitration 0 Seller Warranty ❑ Existing Mortgage 316 ❑ Section 1031 Exchange ❑ Coastal Construction Control Line ❑ Buyer's Attorney Approval 317 ❑ Property Inspection and Repair ❑ Flood Area Hazard Zone ❑ Seller's Attorney Approval 318 ❑ Seller Representations ❑ Seller Financing A Other Addendum 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 23. ADDITIONAL TERMS: SEE ADDENDUM 342 THIS IS INTENDED TO BE A LEGALLY BINDING CONTRACT. IF NOT FULLY UNDERSTOOD, SEEK THE 343 ADVICE OF AN ATTORNEY PRIOR TO SIGNING. BROKER ADVISES BUYER AND SELLER TO VERIFY ALL 344 FACTS AND REPRESENTATIONS THAT ARE IMPORTANT TO THEM AND TO CONSULT AN APPROPRIATE 345 PROFESSIONAL_ FOR LEGAL ADVICE (FOR EXAMPLE, INTERPRETING CONTRACTS, DETERMINING THE 346 EFFECT OF LAWS ON THE PROPERTY AND TRANSACTION, STATUS OF TITLE, FOREIGN INVESTOR 34-1 REPORTING REQUIREMENTS, ETC.) AND FOR TAX, PROPERTY CONDITION, ENVIRONMENTAL AND OTHER Buyer and Seller �} acknowledge receipt of a copy of this page, which is Page 7 of 8 Pages. CC-5 Rev. 9117 �2017 Florida Realtors" Licensed to Alta Star Software and 101823874.453608 Software and added formatting O 2021 Alta Star Saftware, all rights reserved. • www.altastar.com • (817) 279-8898 348 ADVICE. BUYER ACKNOWLEDGES THAT BROKER DOES NOT OCCUPY THE PROPERTY AND THAT ALL 349 REPRESENTATIONS (ORAL, WRITTEN OR OTHERWISE) BY BROKER ARE BASED ON SELLER 350 REPRESENTATIONS OR PUBLIC RECORDS UNLESS BROKER INDICATES PERSONAL VERIFICATION OF 351 THE REPRESENTATION. BUYER AGREES TO RELY SOLELY ON SELLER, PROFESSIONAL INSPECTORS AND 352 GOVERNMENTAL AGENCIES FOR VERIFICATION OF THE PROPERTY CONDITION, SQUARE FOOTAGE AND 353 FACTS THAT MATERIALLY AFFECT PROPERTY VALUE. 354 Each person signing this Contract on behalf of a party that is a business entity represents and warrants to the other 355 party that such signatory has full power and authority to enter into and perform this Contract in accordance with its 356 terms and each person executing this Contract and other documents on behalf of such party has been duly authorized 357 to do so. 358 � — - r - � ❑ate: 1012012022 (Signature of Buyer 359 W. Patrick McDowell Tax ID No.: (Typed or Printed Name of Buyer) 360 Title: Chairman & CEO of McDowell Properties, its ManagerT'elephone: (786) 584-2486 361 (Signature of Buyer Date: 362 (Typed or Printed Name of Buyer) Tax ID No.: ass Title: Telephone: 364 Buyer's Address for purpose of notice 365 Facsimile: Email: r 366 - ' 1 t cL� r ��[ x S Da#e: I �- �# Z 2— (Signature of Seller} 367 t- t C-6 Lei C e v � : i,A (_I _ uL l Q-L" Tax I D No.: �J �J S ' 1+ 47 (Typed or Printed Name of Seller) 368 Title: Telephone: =� 269 Date: ( ature of e 370 Tax ID No.:� a (Typ r Print ame of Seller) 371 Title: Telephone. 372 Seller's Address for purpose of notice: ( f)- c,-r�'' 373 Facsimile: Email: �- I L-,is(,q0C—C-) The Florida Association of REALTORS'�l makes no representation as to the legal validity or adequacy of any provision of this form in any specific transaction. This standardized form should not be used in complex transactions or with extensive riders or additions. This form is available for use by the entire real estate industry and is not intended to identify the user as a REALTORt. REALTOR" is a registered collective membership mark which may be used only by real estate licensees who are members of the NATIONAL ASSOCIATION OF REALTORS"' and who subscribe to its Code of Ethics. The copyright laws of the United States (17 U.S. Code) forbid the unauthorized reproduction of this form by any means including facsimile or Buyerand Seller( acknowledge receipt of a copy of this page, which is page 8 of 8 Pages. CC-5 to Alt Star ©2017 Florida Realtors'C. Lice�zsed to Alta Star Software and 101 823@74.453508 Software and added formatting U 2021 Alta Star Software, all rights reserved. - www,altastar.com - (877) 279-8398 ADDENDUM This Addendum (the "Addendum") is attached to and incorporated in that Commercial Contract dated as of October 24 , 2022 by and between McDowell Acquisitions, LLC, a Delaware limited liability company (`Buyer"), and Raymond J. Bozienik Trust and Nicolette Rae Bauer Trust ("Seller") (the "Agreement"). Any capitalized terms not specifically defined herein shall have the meaning set forth in the Agreement. Nothing contained herein shall constitute or be deemed a release of any obligations or liabilities of Seller or Buyer under the Agreement except as may be provided herein. Except as provided herein, the Agreement remains in full force and effect. To the extent that the terms of this Addendum conflict with or modify the Agreement, the terms of this Addendum shall control. 1. Deposits. a. The deposit described in Section 2(a) of the Agreement shall be the "First Deposit". Five Thousand Dollars ($5,000) of the First Deposit (the "Hard Deposit") shall be non- refundable upon deposit into escrow. Commencing on December 15, 2022 and continuing on the fifteenth (15`h) calendar day of each month thereafter, an additional $2,500 of the First Deposit shall be non-refundable until the earlier of (a) the Agreement is terminated pursuant to the terms thereof, or (b) the expiration of the Due Diligence Period. At the expiration of the Due Diligence Period the remainder of the First Deposit shall become non-refundable, and shall remain to be held in escrow by Escrow Agent for Seller's benefit. b. The deposit described in Section 2(b) shall be the "Second Deposit." The deposit described in Section 2(c) shall be the "Third Deposit." The First Deposit, Second Deposit, and Third Deposit shall each be a "Deposit" and collectively, the "Deposits". The Second and Third Deposit shall be non-refundable upon deposit into escrow, and shall remain to be held in escrow by Escrow Agent for Seller's benefit. c. Notwithstanding the above, the Deposits will be refundable to Buyer in the event that Seller defaults under the terms of the Agreement, as described below in Section 5 of this Addendum. 2. Closing. The consummation of the transactions described in the Agreement (the "Closing") shall occur within ninety (90) days of the Third Deposit being deposited into escrow, subject to the extension rights set forth below ("Closing Date"). 3. Extensions. Buyer shall, at its sole option., be entitled to three (3) successive forty-five (45) day extensions (each an "Extension") to the Closing. Buyer shall deposit into escrow the sum of $50,000 ("Extension Fee") for each Extension. The Extension Fee shall be applied to the Purchase Price and shall be non-refundable, except in the event that Seller defaults under the terms of the Agreement, as described below in Section 5 of this Addendum. 4. Government Approvals. Seller will cooperate with Buyer in connection with Buyer's due diligence as it relates to Buyer's intended use of the Property as Multi -Family Apartments, which cooperation may include Seller's execution of authorizations or consents for Buyer to obtain approvals from the appropriate governmental agencies for Buyer's intended use of the Property. Seller shall not be responsible for any costs attributable to Buyer obtaining its governmental approvals, and in the event that Seller incurs fees and costs, including attorney fees, in assisting 4856-1705-7588 v.6 Buyer in obtaining its governmental approvals, Buyer shall immediately reimburse Seller for those costs and fees incurred. 5. Default. In the event that Buyer fails to perform its obligations hereunder (including the failure to timely make any Deposit) and such failure is through no fault or failure of Seller to comply with its obligations hereunder, Seller may, as its sole, exclusive and absolute remedy, terminate this Agreement and Escrow Agent shall release to Seller, as full and complete agreed upon liquidated damages, the Deposits; provided, however, if the Buyer breaches its obligation to make any Deposit, Seller may also pursue a claim against Buyer for the amount of the Deposit which has not been timely made. If Seller will refuse to close, despite its obligation to close hereunder, or if any of the representations, warranties and covenants of Seller will at any time on or before Closing be found to be false or misleading in any material respect, or if Seller is otherwise in default under the terms and provisions of this Agreement, Buyer may: (1) terminate this Agreement, obtain the return of its Deposit, and seek damages against Seller; or (ii) seek specific performance of SeIler's obligations hereunder. Nothing contained herein shall be deemed to limit Buyer's rights or remedies (x) on account of any breach by Seller of any covenants, representations, warranties, indemnities or obligations which survive Closing or (y) on account of any intentional breach of this Agreement by Seller to the extent that specific performance is not legally available. Notwithstanding anything to the contrary herein, there shall be no default of Buyer hereunder unless and until Seller shall have provided Buyer written notice of such default and Buyer shall have failed to cure said default within ten (10) days of its receipt of such notice; provided, however, that if Buyer is unable to cure within said time period, Buyer shall have such time to cure as is reasonable under the circumstances provided that Buyer has undertaken efforts to cure in said time period. Notwithstanding the foregoing no such cure shall apply to failure to make any Deposit required hereunder in the required time period. [Signatures on following page] 4856-1705-7588 v.6 IN WITNESS WHEREOF, the parties have executed this Addendurn as of the date first written above. BUYER: I1+MCDOWELL ACQUISITIONS, LLC, a Delaware limited liabiRy company By. McDowell Properties, a California corporation, its Manager W- Patrick McDowell, Chairman & CEO SELLER: Raymond .I Bo ' nik Trust 2- (c- fj By: V Its: Date. - SELLER: Nicolette Rae Bauer Trust Its: Date: 4656-1705-7588 v.6 DocuSign Envelope ID: CC29B689-1A89-4684-8886-B8642269E3E4 FIRST AMENDMENT TO COMMERCIAL CONTRACT This First Amendment to Commercial Contract ("Amendment") is made as of February y , 2023, by and between MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company ("Buyer") and RAYMOND J. BOZICNIK TRUST and NICOLETTE RAE BAUER TRUST ("Seller"). WHEREAS, Buyer and Seller entered into that certain Commercial Contract effective October 24, 2022 (the "Agreement") concerning the purchase and sale of land located at 6360 Collier Blvd., Naples, Florida 34114, Parcel ID's: 0725640004 and 00725040002, as more particularly described in the Agreement. NOW THEREFORE, for and in consideration of the sum of Ten and No/100 Dollars ($10.00) and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged by both parties, it is agreed to by Seller and Buyer as follows: 1. Recitals. The Recitals set forth above are true and correct and are fully incorporated into this Amendment as substantive terms and provisions. 2. Capitalized Terms; Defined Terms. All the capitalized terms used in this Amendment, but not expressly defined in this Amendment, shall have the meanings assigned to such capitalized terms as set forth in the Agreement. following: .Survey . Line 110 and a portion of line I I I are hereby deleted and replaced with the "Buyer will, at Buyer's expense and by February 6, 2023, obtain a current certified survey of the Property from a registered surveyor." 4. Ratification; Full Force and Effect. Except as specifically amended, updated and modified by this Amendment, the Agreement shall remain unchanged and in full force and effect. Each and every term and provision of this Amendment is hereby incorporated into the Agreement, so that each and every term and provision of this Amendment shall constitute a part of the Agreement as amended, modified and updated hereby. Further, the Agreement is hereby ratified and confirmed by the Seller and the Purchaser. 5. Conflicts. In the event of any conflict between the terms and provisions of the Agreement and the terms and provisions of this Amendment, the terms and provisions of this Amendment shall govern, control and prevail. 6. Counterparts. This Amendment may be executed in any number of separate counterparts (including by electronic application or electronic transmission), provided that both the Seller and the Purchaser executes at least one counterpart, and each of which when so executed and delivered will be deemed an original counterpart to this Amendment, but all such counterparts together will create and constitute but one and the same instrument. Signature pages may be detached from multiple separate counterparts and attached to a single counterpart so that all signature 4872-1583-1893 v.1 059397/00045 DocuSign Envelope ID: CC29B689-1A89-4684-8886-B8642269E3E4 pages are physically attached to the same instrument. A signature of the Seller and/or the Purchaser sent by any type or form of electronic application or electronic transmission will have the same force and effect as an original signature and will be binding upon the Seller and/or the Purchaser. [Signatures on following page] 4972-1583-1883 v.1 059397100045 DS DocuSign Envelope ID: CC29B689-1A89-4684-8886-B8642269E3E4 By: Na Its: IN WITNESS WHEREOF, each of the parties below has executed this document. BUYER: MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company nia By: McDowell Properties, a Califorcorporation, its Manager DocuSigned by: W. Pa c owell CEO and Chairman SELLER: f71YMOND J. ZICNJK T T S me:C FY NICOLETTE RAE BAYER TRUST By:L:2: Name: LQkCQ5Q1F tT"_ Its: "72-1583-IS83 v.1 059397i00045 DocuSign Envelope ID: B59220Fl-3526-4587-9BO4-OA048D5lD263 SECOND AMENDMENT TO COMMERCIAL CONTRACT This Second Amendment to Commercial Contract ("Amendment") is made as of May 12 , 2023, by and between MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company ("Buyer"), and RAYMOND J. BOZICNIK TRUST and NICOLETTE RAE BAUER TRUST ("Seller"). WHEREAS, Buyer and Seller entered into that certain Commercial Contract effective October 24, 2022, as amended by that certain First Amendment to Commercial Contract dated February 9, 2023 (the "Agreement") concerning the purchase and sale of land located at 6360 Collier Blvd., Naples, Florida 34114, Parcel ID's: 0725640004 and 00725040002, as more particularly described in the Agreement. NOW THEREFORE, for and in consideration of the sum of Ten and No/100 Dollars ($10.00) and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged by both parties, it is agreed to by Seller and Buyer as follows: 1. Recitals. The Recitals set forth above are true and correct and are fully incorporated into this Amendment as substantive terms and provisions. 2. Capitalized Terms; Defined Terms. All the capitalized terms used in this Amendment, but not expressly defined in this Amendment, shall have the meanings assigned to such capitalized terms as set forth in the Agreement. 3. Due Diligence. The first sentence of Section 7(b) is hereby deleted and replaced with the following: "Buyer will, at Buyer's expense, have until July 14, 2023 ("Due Diligence Period"), to determine whether the Property is suitable, in Buyer's sole and absolute discretion." 4. Third Deposit. Section 2(c) shall be amended to replace 90 days with 30 days. 5. First Deposit. As of May 15, 2023, the parties acknowledge that Twenty Thousand and No/100 ($20,000.00) of the First Deposit has become non-refundable. 6. Ratification; Full Force and Effect. Except as specifically amended, updated and modified by this Amendment, the Agreement shall remain unchanged and in full force and effect. Each and every term and provision of this Amendment is hereby incorporated into the Agreement, so that each and every term and provision of this Amendment shall constitute a part of the Agreement as amended, modified and updated hereby. Further, the Agreement is hereby ratified and confirmed by the Seller and the Purchaser. 7. Conflicts. In the event of any conflict between the terms and provisions of the Agreement and the terms and provisions of this Amendment, the terms and provisions of this Amendment shall govern, control and prevail. 4887-2537-5075 v.1 059397/00045 DocuSign Envelope ID: B59220Fl-3526-4587-9BO4-OA048D5lD263 8. Counterparts. This Amendment may be executed in any number of separate counterparts (including by electronic application or electronic transmission), provided that both the Seller and the Purchaser executes at least one counterpart, and each of which when so executed and delivered will be deemed an original counterpart to this Amendment, but all such counterparts together will create and constitute but one and the same instrument. Signature pages may be detached from multiple separate counterparts and attached to a single counterpart so that all signature pages are physically attached to the same instrument. A signature of the Seller and/or the Purchaser sent by any type or form of electronic application or electronic transmission will have the same force and effect as an original signature and will be binding upon the Seller and/or the Purchaser. [Signatures on following page] 4887-2537-5075 v.1 059397/00045 DocuSign Envelope ID: B59220Fl-3526-4587-9BO4-OA048D5lD263 IN WITNESS WHEREOF, each of the parties below has executed this document. BUYER: MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company By: McDowell Properties, a California corporation, its Manager � 1AIDoccu/SSig�{n.,eddd by: � (/// Jq�/ � I C� By \\\ 6icE9Bn99�7�f42B... (t W. Patrick McDowell CEO and Chairman SELLER: RAYMOND J. BOZICNIK TRUST �LfN �Ol.ILNI�f By• R�zimik�May11,30�1 COTS Name: Its: NICOLETTE RAE BAYER TRUST Name: Its: 4887-2537-5075 v.1 059397/00045 THIRD AMENDMENT TO COMMERCIAL CONTRACT This Third Amendment to Purchase and Sale Agreement (this "Amendment") is made as of July 14, 2023 by and between MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company ("Buyer"), and RAYMOND J. BOZICNIK TRUST (the "Bozicnik Trust") and NICOLETTE RAE BAUER TRUST (the `Bauer Trust" and, together with the Bozicnik Trust, collectively the "Seller"). WHEREAS, Buyer and Seller entered into that certain Commercial Contract effective October 24, 2022 (the "Contract"), as amended by that certain First Amendment to Commercial Contract dated February 9, 2023 (the "First Amendment"), as further amended by that certain Second Amendment to Commercial Contract made as of May 12, 2023 (the "Second Amendment" and, together with the Contract and the First Amendment, collectively, the "Agreement") concerning the purchase and sale of land located at 6360 Collier Blvd., Naples, Florida 34114, Parcel ID's: 0725640004 and 00725040002, as more particularly described in the Agreement. NOW THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged by both parties, it is agreed to by Seller and Buyer as follows: 1. Recitals. The Recitals set forth above are true and correct and are fully incorporated into this Amendment as substantive terms and provisions. 2. Capitalized Terms: Defined Terms. All the capitalized terms used in this Amendment, but not expressly defined in this Amendment, shall have the meanings assigned to such capitalized terms as set forth in the Agreement. Due Diligence. The first sentence of Section 7(b) is hereby deleted and replaced with the following: "Buyer will, at Buyer's expense, have until September 12, 2023 ("Due Diligence Period"), to determine whether the Property is suitable, in Buyer's sole and absolute discretion." 4. Ratification; Full Force and Effect. Except as specifically amended, updated and modified by this Amendment, the Agreement shall remain unchanged and in full force and effect. Each and every term and provision of this Amendment is hereby incorporated into the Agreement, so that each and every term and provision of this Amendment shall constitute a part of the Agreement as amended, modified and updated hereby. Further, the Agreement is hereby ratified and confirmed by the Seller and the Buyer. 5. Conflicts. In the event of any conflict between the terms and provisions of the Agreement and the terms and provisions of this Amendment, the terms and provisions of this Amendment shall govern, control and prevail. 6. Counterparts. This Amendment may be executed in any number of separate counterparts (including by electronic application or electronic transmission), provided that both the Seller and the Buyer executes at least one counterpart, and each of which when so executed and delivered will be deemed an original counterpart to this Amendment, but all such counterparts together will create and constitute but one and the same instrument. Signature pages may be detached from multiple separate counterparts and attached to a single counterpart so that all signature pages are physically attached to the same instrument. A signature of the Seller and/or the Buyer sent by any type or form of electronic application or electronic transmission will have the same force and effect as an original signature and will be binding upon the Seller and/or the Buyer. [Signatures on Following Page] IN WITNESS WHEREOF, the parties hereto have executed this Amendment to be effective as of the day and year first above written. BUYER: MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company By: McDowell Properties, a California corporation, its Manager 0 Kenneth Lee President SELLER: RAYMOND J. BOZICNIK TRUST RAa 80zir,W+' c By: Ray trozicnik(Jul 14,202315:01 EDT) Name: Its: NICOLETTE RAE BAUER TRUST Nico,Wte R FaaeT-ost Nicolette R Bauer Trust (Jul 14, 202314:14 EDT) By: Name: Its: DocuSign Envelope ID: 9BA4BB2E-792E-46B4-869A-626DC65F3266 IN WITNESS WHEREOF, the parties hereto have executed this Amendment to be effective as of the day and year first above written. BUYER: MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company By: McDowell Properties, a California corporation, its Manager �o Sg ed by: By: Kenneth Lee President SELLER: RAYMOND J. BOZICNIK TRUST By: _ Name: Its: NICOLETTE RAE BAUER TRUST By: _ Name: Its: 3 DocuSign Envelope ID: F996371D-2F2C-49F5-AO16-Al48872CB5F6 FOURTH AMENDMENT TO COMMERCIAL CONTRACT This Fourth Amendment to Purchase and Sale Agreement (this "Amendment") is made as of September F 12 ], 2023 by and between MHP COLLIER II, LLC, a Florida limited liability company ("Buyer"), and RAYMOND J. BOZICNIK, AS TRUSTEE OF THE RAYMOND J. BOZICNIK TRUST AGREEMENT DATED SEPTEMBER 18, 2008 ("Bozicnik") and NICOLETTE RAE BAUER, AS TRUSTEE OF THE NICOLETTE RAE BAUER TRUST AGREEMENT DATED JUNE 24, 2008 ("Bauer" and, together with Bozicnik, collectively the "Seller"). WHEREAS, MCDOWELL ACQUISITIONS, LLC, a Delaware limited liability company (the "Initial Buyer") and Seller entered into that certain Commercial Contract effective October 24, 2022 (the "Contract"), as amended by that certain First Amendment to Commercial Contract dated February 9, 2023 (the "First Amendment"), as further amended by that certain Second Amendment to Commercial Contract made as of May 12, 2023, as amended by that certain Third Amendment to Commercial Contract made as of July 14, 2023 (the "Third Amendment"), as assigned by the Initial Buyer to the Buyer pursuant to that certain Assignment of Purchase Agreement entered into as of August 2, 2023 (the "Assignment" and, together with the Contract, the First Amendment, the Second Amendment, and the Third Amendment, collectively, the "Agreement") concerning the purchase and sale of those certain lands more particularly described in the Agreement (the "Property"); and WHEREAS, the Buyer and Seller wish to further amend the Agreement to (i) correct a scrivener's error with respect to the Parcel ID's for the Property as the same are listed in the Contract, First Amendment, Second Amendment, Third Amendment, and Assignment, (ii) include all addresses relating to the Property, and (iii) attach the legal description for the Property, which was erroneously omitted from the Contract, to the Agreement, all to clarify the transaction contemplated by the Agreement; and WHEREAS, the Buyer and Seller also wish to further extend the Buyer's due diligence period as further described herein. NOW THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged by both parties, it is agreed to by Seller and Buyer as follows: 1. Recitals. The Recitals set forth above are true and correct and are fully incorporated into this Amendment as substantive terms and provisions. 2. Capitalized Terms; Defined Terms. All the capitalized terms used in this Amendment, but not expressly defined in this Amendment, shall have the meanings assigned to such capitalized terms as set forth in the Agreement. 3. Seller. Notwithstanding anything in the Agreement to the contrary, any prior reference to the Raymond J. Bozicnik Trust in the Agreement shall mean and refer to Raymond J. Bozicnik, as Trustee of the Raymond J. Bozicnik Trust Agreement Dated September 18, 2008. Notwithstanding anything in the Agreement to the contrary, any prior reference to the Nicolette Rae Bauer Trust in the Agreement shall mean and refer to Nicolette Rae Bauer, as Trustee of the Nicolette Rae Bauer Trust Agreement Dated June 24, 2008. DocuSign Envelope ID: F996371D-2F2C-49F5-A016-A148872CB5F6 4. Street Address. The Street Address of the Property described in Section 1 of the Agreement is hereby deleted and replaced with the following: "Street Address: land located at 6360 Collier Blvd., Naples, Florida 34114, Parcel ID #00725640004 and land located at 894 Henderson Creek Dr., Naples, Florida 34114, Parcel ID #00725040002." 5. Due Diligence. The first sentence of Section 7(b) is hereby deleted and replaced with the following: "Buyer will, at Buyer's expense, have until October 25, 2023 ("Due Diligence Period"), to determine whether the Property is suitable, in Buyer's sole and absolute discretion." 6. Exhibit A. The Buyer and Seller agree that Exhibit A was unintentionally omitted from the Contract and further agree that Exhibit A attached hereto is hereby attached to the Agreement as Exhibit A. Seller represents, warrants, and agrees that the real property identified by the legal description attached hereto as Exhibit A is, at the time of the execution of the Contract was, the legal description for the real property contemplated to be sold by Seller to the Buyer pursuant to the Agreement. In the event Buyer obtains a survey of the Property prepared by a Florida licensed surveyor (the "Property Survey"), which Property Survey is certified to and in favor of Seller and such Property Survey includes a metes and bounds legal description of the Property (the "Metes and Bounds Property Description"), then at closing the Seller hereby agrees to deliver to Buyer a duly executed quit claim deed conveying title to the Property via the Metes and Bounds Property Description. 7. Escrow Release. Buyer and Seller agree that subsequent to the execution of this Amendment,. THIRTY THOUSAND and NO/100 U.S. Dollars ($30,000.00) of the First Deposit will be released by the Escrow Agent to the Seller (the "Released Amount"). Buyer agrees to provide instructions to the Escrow Agent confirming its consent the release of the Released Amount within two (2) business days following the execution of this Amendment by Buyer and Seller. 8. Ratification: Full Force and Effect. Except as specifically amended, updated and modified by this Amendment, the Agreement shall remain unchanged and in full force and effect. Each and every tenn and provision of this Amendment is hereby incorporated into the Agreement, so that each and every teen and provision of this Amendment shall constitute a part of the Agreement as amended, modified and updated hereby. Further, the Agreement is hereby ratified and confirmed by the Seller and the Buyer. 9. Conflicts. In the event of any conflict between the terms and provisions of the Agreement and the terms and provisions of this Amendment, the terms and provisions of this Amendment shall govern, control and prevail. 10. Countemarts. This Amendment may be executed in any number of separate counterparts (including by electronic application or electronic transmission), provided that both the Seller and the Buyer executes at least one counterpart, and each of which when so executed and delivered will be deemed an original counterpart to this Amendment, but all such counterparts together will create and constitute but one and the same instrument. Signature pages may be detached from multiple separate counterparts and attached to a single counterpart so that all signature pages are physically attached to the same instrument. A signature of the Seller and/or the Buyer sent by any type or form of electronic application or electronic transmission DocuSign Envelope ID: F996371 D-2F2C-49F5-A016-A148872CB5F6 will have the same force and effect as an original signature and will be binding upon the Seller and/or the Buyer. [Signatures on Following Page] DocuSign Envelope ID: F996371D-2F2C-49F5-A016-A148872CB5F6 IN WITNESS WHEREOF, the parties hereto have executed this Amendment to be effective as of the day and year first above written. BUYER: MHP Collier II, LLC, a Florida limited liability company By: MHP Collier II Manager, LLC, a Florida limited liability company, its Manager By: �D—Signed by: insfePltrr s ae i +se+eeoaeaea... Christopher Shear Chief Operating Officer SELLER: .&�woid,Z Foziuii� Tkg&e Raymond J. Bozicnik, Trustee (Sep 12, 202316:18 EDT) RAYMOND J. BOZICNIK, AS TRUSTEE OF THE RAYMOND J. BOZICNIK TRUST AGREEMENT DATED SEPTEMBER 18, 2008 Mu;rrreffa- Rae- 8a c,9 ,, 7'ru," L - Nicolette Rae Bauer, Trustee (Sep 12, 2023 17:04 EDT) NICOLETTE RAE BAUER, AS TRUSTEE OF THE NICOLETTE RAE BAUER TRUST AGREEMENT DATED JUNE 24, 2008 4 DocuSign Envelope ID: F996371D-2F2C-49F5-A016-A148872CB5F6 EXHIBIT A Legal Description The land referred to herein below is situated in the County of Collier, State of Florida, and described as follows: Parcel 1: From the intersection of the East line of State Road 5-951 with a line lying 501.493 feet South of the established North line of the South 1/2 of the South 1/2 of Section 3, Township 51 South, Range 26 East, Collier County, Florida, run South 89'23'55" East 199.02 feet, parallel with the said established North line of the South 1/2 of the South 1/2, to establish the Point of Beginning. Thence from the Point of Beginning continue South 89°23'55" East 150.00 feet; thence South 0°36'05" West 1023 feet, more or less, to the centerline of a County Drainage Easement, according to an instrument recorded in Official Record Book 76 at Pages 127 and of the Public Records of said County; thence Southwesterly 172 feet, more or less, along said centerline to a line bearing South 0'36'05" West and passing through the Point of Beginning; thence North 0°36'05" East 1103 feet, more or less, to the Point of Beginning. Less the Lands described in Book 5811, Page 616. Parcel 2: Beginning at the intersection of the East line of State Road 5-951 with a line lying 501.493 feet South of the established North line of the South 1/2 of the South 1/2 of Section 3, Township 51 South, Range 26 East, Collier County, Florida, run South 89°23'55" East 199.02 feet, parallel with the said established North line of the South 1/2 of the South 1/2; thence South 0°36'05" West 1103 feet, more or less, to the centerline of a County Drainage Easement, according to an instrument recorded in Official Record Book 76 at Page 127 of Public Records of said County; thence Southwesterly 275 feet, more or less, along said centerline to the said East line of State Road 5-951; thence North 2`28'35" East 1237 feet, more or less, to the Point of Beginning. Less the Lands described in Book 1399, Page 224. 5 Exhibit 4 — Experience and Capacity of the Team MHP is the affordable development and investment arm of McDowell Properties, a national multifamily housing investment company focused on the acquisition, management, and repositioning of apartment communities in growth markets across the United States. Since 2004 McDowell Properties has capitalized the acquisition, redevelopment, and operation of over 45,000 apartment units ($2.5BN of real estate assets) with a specific focus on in-depth capital improvements, operational efficiencies, and community creation to provide more than just "four walls and a roof" to thousands of families across the US. The company has active offices in Dallas, New York, Miami, San Francisco, and Raleigh. Our principals average over 20 years of experience in developing, optimizing, operating, and recapitalizing conventional, workforce, and housing Section 42 low-income tax credit housing across the country. Leveraging McDowell Properties' deep in-house operating platforms, including a vertically integrated team of finance, construction, project management, accounting, and asset management staff, MHP implements a specific mission to create and preserve high -quality affordable housing communities that provide America's workforce a safe, secure, and sustainable place to call home. At MHP we maintain a keen focus on the creation of innovative and valuable social programs that drive tenant satisfaction within our affordable housing communities. McDowell Housing Partners has established a team of professionals with a long track record of successfully producing and operating rent and income -restricted assets. MHP principals and key staff have completed the development of over 3,000 affordable/workforce units, most within Florida. We have currently over 1,500 units under construction. The MHP team has a demonstrated track record of successfully partnering with state and local governments to deliver the essential workforce and affordable communities that house the families who make communities thrive. With dwindling resources available to supplement the skyrocketing cost and demand for workforce and affordable housing, it has become extremely challenging to viably structure quality affordable/workforce housing developments within the State of Florida. To be successful development teams must have local development knowledge; employ creative finance techniques and processes; pledge financial capacity and resources to any extent necessary and uphold a resolute commitment to see the job through. Our experience and strong relationships with financial partners allow us to secure the most competitive financing terms in the industry. But relationships are often not enough. To mitigate the challenging constraints of developing affordable housing the MHP team relies on in-depth experience with Section 42 of the tax code (LIHTC), creativity in financial structuring, and perseverance to leverage all available sources of funding so we can deliver on time and as promised. EKOS ON COLLIER - OCTOBER 2023 12 All funding applications are prepared in-house, as well as the financial feasibility analysis to determine the appropriate funding structure and sources to use for each project. The MHP team has demonstrated ability utilizing intricate financing products and methods, such as FHA - insured mortgages (221(d)(4) and 223(f) loans, Multi -family Mortgage Revenue Bonds, HOME Investment Partnership loans, Affordable Housing Partnership loans (AHP), Florida's State Apartment Incentive Loan program (SAIL), Community Development Block Grants (CDBG), Tax - Increment Financing (TIF), renewable energy incentives, Department of Revenue sales tax rebates, as well as various other state and local programs. MHP has ample experience working with non-profit organizations and local municipalities. We have two projects under construction in partnership with the Collier County Community Land Trust (Ekos Allegro and Ekos Cadenza). Finally, we recently closed Douglas Gardens Senior and Health a 410-unit project in Broward County developed in conjunction with Miami Jewish Health further exemplifying our ability to partner with both local municipalities and non-profit organizations. The Development Team has an established track record of successfully working with Collier County and successfully securing competitive sources of state and local gap financing including an 82-Unit Family Demographic funded through a Community Development Block Grant program Ekos on Santa Barbara is approaching construction completion. The project is also in partnership with the County utilizing a 99-year land lease. EKOS ON COLLIER - OCTOBER 2023 13 Exhibit 5 — Specialized Expertise of Team Members MHP has developed a relationship with a team of professionals that excel in each of their fields. Please refer to the attached resumes. • Fugleberg Koch is a renowned Orlando based architectural firm with multiple projects in Collier County. • Davidson Engineering is an engineering firm with over 25 years of experience with offices in Collier County. • Hennessy Construction Services is St Petersburg based general contractor with over 100 years of experience and currently building in Collier. • Asset Living with over 200,000 units and 5,000 Employees under management and extensive knowledge of the LIHTC and workforce programs. • Nelson Mullins Riley & Scarborough LLP, our legal consultant with expertise in LIHTC, local relations, and real estate transactions. EKOS ON COLLIER - OCTOBER 2023 14 3 Q2 Eq �i �i t �i i N D U N U Q LL F" W O 04 a V Z W W 0 C9 V O a X h a uj CL a 0 a 04 W W v U N O L^ 1 L L � U L O U o� co M � N � � Q } � L Q W O Q N N 0, S L E j Q � c DI p � O �o N r-I O CD >' N LO N O -4- 3 � Q DE DAVIDSON E N G I N E E R I N G ESTABLISHED 1997 1'- DAVIDSON ENGINEERING (DE) HAS BEEN IN BUSINESS SINCE 1997 AND HAS A PROVEN TRACK RECORD OF SUCCESS IN GETTING THE JOB DONE FOR OUR CLIENTS. DE was founded by Jeff Davidson, P.E., a local native to Collier County, more than 25 years ago. He has directed the growth of Davidson Engineering into a multi- disciplinary firm providing quality Civil Site Design, Land Planning and Permitting Services for projects throughout southwest Florida. While the firm has grown, Davidson Engineering remains accessible to clients and continues its "hands on" approach to all projects that the company works on to ensure a high level of client service. The strengths of the firm are based on a strong local knowledge and extensive experience designing projects and working with local, state and federal agencies to incorporate workable solutions for our client's. Areas of Expertise • Conceptual Engineering and Site Planning • Site Development Plan (SDP) Design and Permitting • Construction Engineering Inspections (CEI) • Construction Project Management and Administrative Services • Construction Cost Estimating / Bid Review • Roadway Design, Re -alignment and Extensions • Stormwater Management Design • Right of Way / FDOT Design and Permitting • Zoning and Engineering Feasibility Studies • Paving, Grading and Drainage Improvements • Utilities (Water and Wastewater) Engineering • ADA Site Compliance Assessments • PUD Studies and Monitoring Reports • Pedestrian and Sidewalk Improvements • Overall Site Remediation Q i DAVIDSONENGINEERING//4365 Radio Road Suite201 Naples, FL34104 239.434.6060 www.davidsonengineering.com DE DAVIDSON E N G I N E E R I N G ESTABLISHED 1997 �■ Ryan White, P.E. Project Manager Ryan White joined Davidson Engineering, Inc. in July 2004. An accomplished professional engineer and native to the Naples area, Ryan White has over 20 years of experience in site design and permitting on a multitude of private and public sector projects. While at Davidson Engineering, Ryan has managed and permitted numerous projects ranging in size for both, public and private clients. Throughout the course of these projects Ryan has gained extensive knowledge of local and state developments codes and has earned the respect from staff at Collier County, Florida Department of Environmental Protection, and South Florida Water Management District. He has served as a local design representative of the Collier County Utility Standards Committee, a position he was asked to join by local government staff. Education B.S. Civil Engineering University of Central Florida Licenses Professional Engineer (FL) License No. 67400 Memberships Florida Engineering Society American Society of Civil Engineers National Society of Professional Engineers Relevant Experience • Camden Cove Apartments - 288 Multi -Family Affordable Housing Apartments within a Planned Unit Development (PUD), Collier County • Regatta Landings - Gated Waterfront Community of 64 coach homes, Collier County • Moorings Park - 88-acre independent, assisted living and skilled nursing facility including six (6) mid rise residence towers, an operation center, clubhouse expansion, parking garages, and a 30-bed assistant living facility, City of Naples • Jumby Bay - Platted subdivision on 1.44 acres including nine (9) single family homes, City of Naples • Youth Haven - Privately funded facility featuring multiple cottages, group housing building, administration building and a day care center, Collier County • Botanical Place - 218 multi -family units with clubhouse and associated amenities on approximately 19.3 acres, Collier County • AVOW Hospice House - 6,600 sf multi -purpose building and a Youth Center including additional parking, stormwater modifications and infrastructure improvements, Collier County 9 Jeff Davidson, P.E. President DE DAVIDSON E N G I N E E R I N G ESTABLISHED 1997 Jeff Davidson founded Davidson Engineering in 1997 and serves as its President. He has directed growth of Davidson Engineering into a multi -disciplinary firm providing quality Civil Site Design, Land Planning and Permitting services for projects throughout southwest Florida. He has had the pleasure of working for both private and public sector developments including site design and permitting for single family and multi family residential communities, commercial office buildings, medical facilities, several public and private school campuses, affordable housing communities, assisted living facilities and governmental facilities. While the firm has grown, Jeff remains accessible to clients and continues his "hands on" approach with all Collier County projects that the company works on in order to ensure a high level of client service. Education B.S. Civil Engineering University of South Florida Licenses State of Florida Professional Engineer License No.47161 Memberships Florida Engineering Society American Society of Civil Engineers Relevant Experience • Camden Cove Apartments - 288 Multi -Family Affordable Housing Apartments within a Planned Unit Development (PUD), Collier County • Regatta Landings - Gated Waterfront Community of 64 coach homes, Collier County • The Gables - Small Residential Subdivision with seven (7) two-story single family residences, City of Naples • Moorings Park - 88-acre independent, assisted living and skilled nursing facility including six (6) mid rise residence towers, an operation center, clubhouse expansion, parking garages, and a 30-bed assistant living facility, City of Naples • Youth Haven - Privately funded facility featuring multiple cottages, group housing building, administration building and a day care center, Collier County • Botanical Place - 218 multi -family units with clubhouse and associated amenities on approximately 19.3 acres, Collier County • AVOW Hospice House - 6,600 sf multi -purpose building and a Youth Center including additional parking, stormwater modifications and infrastructure improvements, Collier County • Valencia Golf and Country Club - Single Family Residential Community including an 18-hole golf course, clubhouse facility and community pool located within a Planned Unit Development (PUD), Collier County p(?� Ron DeSantis, Governor Melanie S. Griffn$ecretary F B P E I LORID ABOARD Oi ;? STATE OF FLORIDA BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDERTHE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES DAVIDSON, JEFFREY L 4365 RADIO ROAD SUITE 201 NAPLES FL3410�* .NAPr L . a.' ... 104 LI f3 §RR: 61 EXPIRATION DATE' FEBRUARY 28, 2025 Always verify licenses online at MyFloridaLicense.com Do not alter this document in any form. 0 This is your license. It is unlawful for anyone other than the licensee to use this document. Ron DeSantis, Governor Melanie S. GCIln,l,,eA F B P E :.� FLMM BOARD OF STATE OF FLORIDA ras BOARD OF PROFESSIONAL ENGINEERS THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDERTHE PROVISIONS OF CHAPTER 471, FLORIDA STATUTES WHITE, RYAN ALAN 27280 BARBAROSA STREET , BONITA SPRINGS� FL 34135 LICENSE NUMBER: PE67400 EXPIRATION DATE: FEBRUARY28,2025 Always verify licenses online at MyFloridaLicense.com Do not alter this document in any form. a r This is your license. It is unlawful for anyone other than the licensee to use this document. COLLIER COUNTY BUSINESS TAX BUSINESS TAX NUMBER: 030017 COLLIER COUNTY TAX COLLECTOR - 2800 N. HORSESHOE DRIVE - NAPLES FLORIDA 34104 - (239) 252-2477 VISIT OUR WEBSITE AT: www.colliertaxmlecmr.com THIS RECEIPT EXPIRES SEPTEMBER 30, 2023 LOCATION: 4365 RADIO RD#201 DSPLAY AT PLACEB GR C FAILURE TODO SOIS CONTRARY TO LOCAL I-AWION. S Ov ZONED: INDUSTRIAL SIC 8711 BUSINESS PHONE: 434-6060 STATE OR COUNTY LIC p: 00009496 �``� — � �I � DAVIDSON ENGINEERING, INC. Q orpwation _ V DAVIDSON ENGINEERING, INC. 4365 RADIO RD #201 NAPLES, FL 34104 CLASSIFICATION: ENGINEERING BUSINESS -THIS TAX IS NON-REFUNDABLE- /2022 CLASSIFICATION CODE: 03600101 �y - 0 DATE 07/OS30.00 y. ,( AMOUNT 30.00 This document s a business tax only. This is not certification that Iicens'€b ispp�li d. 1�� ((``�� ` RECEIPT W W W-23-00047005 It does not permit the licensee to violate any existing regulatory zoning laws &m `Y_r rrb, t lies nor does it exempt the licensee from any other taxes or permits that may be required by law. STATE OF FL40RIVA RTMENT OF BUSI1! 4AND PROFESSIONAL RIECSULATI BOARD QF` PRQsFESSIONAL- Et1GINEERS T"E EHGINE£ i3U51IVES5l IER£It11S ALIiHORIZEO UNaER YHE PROVIS�'f�Qi CriAPT£Rnil.ft_ORI0ASTATUTES DAVIOSC)N ENGINEERING, .. ��YY 33}} 4-W$ RAL7T0 ROftp STE 202 ._--: '• HAP LIES FL 34104 r �CUMENT# P97000080247 City Name: DAVIDSON ENGINEERING, INC. Trent Principal Place of Business: 5 RADIO ROAD, SUITE 201 ILES. FL 34104 rrent Mailing Address: 55 RADIO ROAD, SUITE 201 PLIES, FL 34104 US Number: 65-0783164 1e and Address of Current Registered Agent: DSON, JEFF L HUNTERS ROAD -ES. FL 34109 US FILED Jan 30, 2023 Secretary of State 4836571949CC Certificate of Status Desired: No above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. 3NATURE: Electronic Signature of Registered Agent Date for Detail P Title VP, TREASURER, SECRETARY DAVIDSON, JEFF L Name DAVIDSON, LEAETTA M 6620 HUNTERS ROAD Address 6620 HUNTERS ROAD NAPLES FL 34109 City -State -Zip: NAPLES FL 34109 HENNESSY CONSTRUCTION ICES HENNESSY CONSTRUCTION SERVICES COMPANY INFORMATION Hennessy Construction Services Corp. 2300 22nd Street North, St. Petersburg, Florida 33713 License Number: CGC1526056 Mark Stalker, Owner/President (since 2017) ph (727) 821-3223 x136 / f (727) 822-5726 mstalker@hcsfl.com FIRM HISTORY The firm was established in 1920. In 2014 Mr. Mark Stalker assumed the role of President and in 2017 purchased the company from Bronson Alexander. 1920-1948: A.P. Hennessy 1948-1975: A.P. Hennessy & Sons 1975-1986: Dara-Hennessy Construction Company 1986-present: Hennessy Construction Services Corp. Detailed firm history is located on the following page. FIRM SIZE 47 Employees (16 in -office, 31 on job sites) EXPERIENCE & BACKGROUND Based in St. Petersburg, Hennessy Construction Services has projects throughout the Tampa Bay region and the state of Florida. Our current primary focus is on Construction Management projects, but we have an extensive resume of General Construction and Design/ Build projects as well (dating back to 1920). Some well- known examples are: • St. Mary's Church, 1926 • St. Paul's High School, 1948 • St. Petersburg Museum of Fine Arts, 1964 (and Hazel Hough Addition, 2008) • St. Anthony's Cancer Care Center, 1992 • Tampa -Hillsborough Expressway Authority Transportation Management Center (THEA), 2005 • St. Pete Beach Community Recreation Center Renovation & Addition, 2007 • Pinellas Co. Public Works Operations Building & Vehicle Storage Building (PWERB), 2010 • New Port Richey Recreation & Aquatic Center, 2018 • Mary Bethune Senior Apartments Renovation, 2020 11I I VI F.l Ok Hennessy Corporate Office circa 1960 Jim & Heather Gills YMCA Tampa Catholic High School Gymnasium Renovation & Addition 2300 22nd Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com HENNESSY HISTORY HENNESSY TODAY A history rich in tradition began in 1920 when a young Irish immigrant, AEneas P. Hennessy, moved his family to St. Petersburg and founded a new company, A.P. Hennessy. A.P. Hennessy's first major project was for the Catholic Diocese, a new cathedral in downtown St. Petersburg, St. Mary's Church, which is still serving the community today. In 1948, when AEneas' sons, Tom and Kell, came to work with their father, the company became A.P. Hennessy & Sons, Incorporated. In 1975, due to union and open shop labor competition a new company was created for open shop labor contracts, Dara-Hennessy Construction Co. COMMUNITY INVOLVEMENT The Hennessy family retained control until 1983, when Ken Hall purchased the company and in 1986, the name was changed to Hennessy Construction Services Corp. In 2014, Mark Stalker was promoted to president and in 2017 purchased the company from Bronson Alexander. Under Mark's leadership the company continues to thrive, establishing itself as one of the Tampa Bay area's premier, quality -oriented contractors. Hennessy is a stable, close-knit group, with many working for the company for more than ten years. With a focus on customer service and satisfaction, Hennessy has completed more than $388m in construction projects since 1998, much of it with repeat clients. Some of the more notable projects include St. Anthony's Hospital, Jim & Heather Gills YMCA, St. Petersburg Catholic High School, Don Cesar Beach Resort, Mahaffey Theater, the Sundial, and the Museum of Fine Arts. Hennessy Construction takes great pride in our community and our role as a responsible corporate citizen. Our employees volunteer their time and talent to a number of organizations in the area. Hennessy also builds needed projects for no fee (or sometimes even at no cost) to the charitable organization, as well as assists with their various fundraising efforts. 2300 22^d Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com I "uC\1\1C64+V Ron DeSantis, Governor dHarit,r STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION Melanie S. Griffin, Secretary CONSTRUCTION INDUSTRY LICENSING BOARD THE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THE PROVISIONS OF CHAPTER 489. FLORIDA STATUTES NIELSEN, KENNETH KUDSK HENNESSY CONSTRUCTION SERVICES CORP. 2300 22ND STREET NORTH ST. PETERSBU��ReGFL 33713 �/ iA =- x", LICENSE NUMBER: CGC1526056 EXPIRATION DATE: AUGUST 31, 2024 Always verify licenses online at MyFlorida License.com Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. State of Florida Department of State I certify from the records of this office that HENNESSY CONSTRUCTION SERVICES CORP. is a corporation organized under the laws of the State of Florida, filed on March 19, 1975. The document number of this corporation is 472138. I further certify that said corporation has paid all fees due this office through December 31, 2023, that its most recent annual report/uniform business report was filed on January 4, 2023, and that its status is active. I further certify that said corporation has not filed Articles of Dissolution Given under my hand and the Great Seal ojthe State ojFlorida at Tallahassee, the Capital, this the Fourth day of January, 2023 • aon wE'c�' Secretary Of talc' Tracking Number: 4651305998CC To authenticate this—tifcate,visit the following sW,c.t., this number, and then follow the instructions displayed. https://—ices.sunbiz.org/Filings/CertificateOtStatus/Cenificat,Authentication AFI PINI,'H.AS COUNTY CONSTRUCTION (2) [,ICENSING BOARD THIS CERTIFIES THAT Kenneth Kudsk Nielsen DBA llennessy Construction Services Corp STATE CERT # I-CGC1526056 HAS FILED HIS/TIER LICENSE AND PROOF OF REQUIRED LIABILITY AND WORKIiRS' COMPENSATION INSURANCE WITH THIS BOARD. IN 6001) STANDING UNTIL, September 30, 2023 DATE OF ISSUANCE 07/29/2022 WHY CHOOSE HENNESSY CONSTRUCTION Team Approach. We believe in a Team approach and that clear communications between all project team members is the key to success. Hennessy's president, Mark Stalker, personally monitors the entire construction process to ensure a flow of communications is established with your key representatives and everyone is fully informed of the progress. Experience. With 100+ years of construction experience, our consistent attention to detail and high -quality workmanship have been instrumental in building a foundation of trust with our clients. Our reputation for providing projects completed on time and within or below budget ensures a large base of repeat business and referrals from satisfied clients. Creativity. Our creative process begins with a LEADERSHIP St. Petersburg based for 100+ yrs St. Petersburg community leaders Local knowledge Experienced project team Owner involvement in project keen sensitivity to your needs and most importantly, your budget. As simple as it may be, we take the time to listen to your objectives and make those objectives our own. We take a pro -active approach to solving problems and achieving goals. Promises Kept. Providing service beyond what was contracted for and being responsive and adaptive at every level is top priority for each Hennessy team member. Peace of Mind. Hennessy invites you to be involved in the construction process. Our door is "always open" to you and open book accounting, reliable record keeping and coordination with other disciplines means there will be "no surprises." We want your construction experience to be a positive one. MANAGEMENT ADMINISTRATION Continuity of team Procore Project Management Timely communication Microsoft Project Scheduling Attention to detail StarBuilderJob-cost Accounting Thorough follow-through WinEst and iSgFt Estimating Team approach Monthly progress reports Open book approach Weekly project team & sub meetings 2300 22^d Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com Mark Stalker PRESIDENT x�. EDUCATION University of Florida, Bachelor of Building Construction CREDENTIALS & CERTIFICATIONS ' 14 years with Hennessy Construction Ire, 41 years of construction experience in Tampa Bay State of Florida Certified GC Ken Nielsen VICE PRESIDENT I SAFETY DIRECTOR EDUCATION St. Petersburg College, Building Construction Program CREDENTIALS & CERTIFICATIONS 14 years with Hennessy Construction 37 years of construction experience Coast Guard Captains License OUPV State of Florida Certified GC Craig Hendrickson PRECONSTRUCTION SERVICES MANAGER/ SENIOR ESTIMATOR EDUCATION VA Polytechnic State University Master of Architecture Bachelor of Architecture CREDENTIALS & CERTIFICATIONS 8 years with Hennessy Construction 18 years of construction experience AZ I CO I FL I NM I VA I WA Market Experience VI EXPERIENCE Mark Stalker, a native of St. Petersburg, has built some of the largest projects in the area, most notable as the Project Manager for construction of Raymond James Stadium. Mark's familiar with design/build, construction management and general contracting project delivery methods. He leads day-to-day operations and pre -construction functions. His involvement with a project starts with early design and estimating phases, through start of construction. EXPERIENCE In 2009, Ken Nielsen joined Hennessy, only his third employer during his 31+ years construction career. He's worked not only as a superintendent, but also as an estimator and project manager. And, his experience includes everything from tenant build -out of a doctor's office to 6-story, 33,000 sf condominiums. In 2014, Ken was promoted to Vice President of Operations. He monitors the progression and quality of construction on all projects, ensuring that all contract obligations are met for our clients' complete satisfaction. EXPERIENCE Craig joined Hennessy in 2015 and has experience as a project manager and estimator which compliments his architectural education from Virginia Tech. Craig can provide full pre -construction management services including conceptual development, estimating, value engineering/ cost analysis, subcontractor pre -qualification and bid packaging. He has managed both negotiated & selective bid commercial building projects and maintains an excellent rapport with clients. 2300 22^d Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com COMPANY ORGANIZATIONAL CHART ACCOUNTING Moira Dietrichsen Controller Kim Kline-Sassman Staff Accountant Christine Sheffler Staff Accountant Karen Barry A/P, Staff Accountant Assistant Carla Olstrom A/P Assistant Mark Stalker President PRECONSTRUCTION Craig Hendrickson Director of Preconstruction John Hess Estimator Brian Jarrell Estimator Jennifer Lind Estimator SUPPORT Amy Wachowiak, Executive Assistant John Irvin, Director of Project Development Casey Crone, Marketing Coordinator PROJECT MANAGEMENT Joel Leonard Wendy Miskewich Jim Drake Keith Hartsfield Alan -Anthony McClellan Neil Scully ADMINISTRATIVE Deb McWilliams Cyndi Turnage 7 ENGINEERS Brad Juno Joy Pendergraph Wyche Kevin Stalker Diana Tyska-Ossi Ken Nielsen VP of Operations & Safety Director SUPERVISION Bruce Sanders Tom Canning Monty Delello Omar Fiffe Jerry Gaitley Donnie Green Ed Grubbs Heath Hardee Randall Hart Troy Kerr Scott Lowrance Joe Natale Randy Taylor Jeff Willich FIELD SUPPORT Glen Domchick Adrian Gomez Nick Hernandez Hunter Jones Carlos Ortiz Larios Joe Seeley QUAL. CONTROL/ WARRANTY MGR. Sam Hill 2300 22^d Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com I "uInILI0,1InC%c+v Mark Stalker President Ken Neilsen VP of Operations/Safety Director Craig Hendrickson Director of Preconstruction John Hess Senior Estimator Brian Jarrell Estimator Jennifer Lind Estimator Joel Leonard, 11, LEED AP Senior Project Manager Wendy Miskewich, LEED AP Senior Project Manager Jim Drake, Jr. Project Manager Keith Hartsfield, III Project Manager Alan -Anthony McClellan Project Manager Neil Scully Assistant Project Manager Brad Juno Project Engineer Joy Pendergraph Wyche Project Engineer Kevin Stalker Project Engineer Diana Tyska-Ossi Project Engineer Sam Hill Quality Control/Warranty Mgr. Bruce Sanders Senior Superintendent Tom Canning Superintendent Monty Delello Superintendent Omar Fiffe Superintendent Jerry Gaitley Superintendent Donnie Green Superintendent Ed Grubbs Superintendent Heath Hardee Superintendent Randall Hart Superintendent Troy Kerr Superintendent Scott Lowrance Superintendent Randy Taylor Superintendent Jeff Willich Superintendent 41 years/14 at HCS Office 37 years/14 at HCS Office 18 years/8 at HCS Office 25 years/4 at HCS Office 23 years/2 at HCS Office and Field 10 years experience Office and Field 27 years/10 at HCS Office and Field 31 years/31 at HCS Office and Field 20 years/10 at HCS Office and Field 39 years/4 at HCS Office and Field 11 years/6 at HCS Office and Field 9 years/4 at HCS Office and Field 6 years/3 at HCS Office and Field 21 years experience Office and Field 5 years/5 at HCS Office and Field 7 years/5 at HCS Office and Field 32 years/3 at HCS Field 43 years/5 at HCS Field 48 years/21 at HCS Field 48 years/7 at HCS Field 19 years experience Field 27 years experience Field 22 years/2 at HCS Field 23 years experience Field 9 years experience Field 10 years experience Field 28 years/21 at HCS Field 22 years/7 at HCS Field 38 years experience Field 10 years experience Field I "uC\I\ICC%c+v USI Insurance Services 6100 Fairview Drive Suite 1400 Charlotte, NC 28210 www.usi.com Tel:704.543.0258 April 5, 2023 RE: Our Client: Hennessy Construction Services Corp. To Whom It May Concern: We have been asked by Hennessy Construction Services Corp. to share with you their ability to secure bonding. Their current bonds are written through American Alternative Insurance Corporation. Their current bonding capacity for single jobs is in the $30,000,000 range, with an aggregate work program of $90,000,000. We consider Hennessy Construction Services Corp. to be one of the more outstanding contractors in this area and we recommend them highly. Hennessy Construction Services Corp. is well managed, capably staffed and sufficiently financed to process the work they are bidding. American Alternative Insurance Corporation would be most willing to provide a Performance and Payment Bond, in the event Hennessy Construction Services Corp. is awarded and enters into a Contract satisfactory to all parties. Please note that the decision to issue Performance and Payment bonds is a matter between Hennessy Construction Services Corp. and American Alternative Insurance Corporation and will be subject to our standard underwriting at thetime of the final bond request, which will include but not be limited to the acceptability of the contract documents, bond forms and financing. We assume no liability to third parties or to you if for any reason we do not execute said bonds. American Alternative Insurance Corporation has an A.M. Best Financial Strength Rating of "A+" (Superior) and a Financial Size Categoryof XV ($2 Billion or greater). Sincerely, Digitally signed by Jennifer C. Hoehn M cn=Jennifer C. Hoehn ,-Jennifer Hoehn c=US United States 1=U5 United States Reason: am the author of this document Location: Date: 2023-04-05 15:24-04:00 Jennifer C. Hoehn Surety Account Executive Property & Casualty • Employee Benefits • Personal Risk • Retirement Consulting The USI ONE Advantage' ■ ■ ;Lei Okla I ;Lei q Le MULTI -FAMILY CONSTRUCTION EXPERIENCE Astoria, G4708 Bradenton, FL New 120 08/2024 The Cadenza at Hacienda, G4702 Naples, FL New 160 04/2024 Riverview 6, G4710 Bradenton, FL New 80 04/2024 Orchid Lake Apartments, G4705 Cocoa, FL New 90 03/2024 Arbor Park Apartments, G4700 North Port, FL New 136 01/2024 The Enclave Apartments, G4696 Eatonville, FL New 96 01/2024 Gardens Apartments, M4695 Tallahassee, FL Rehab 11/2023 Innovare Apartments St. Petersburg, FL New 51 11/2023 Seminole Square, G4706 Largo, FL New 96 11/2023 College Arms Towers, M4694 Deland, FL Rehab 10/2023 The Allegro at Hacienda, G4690 Naples, FL New 160 08/2023 Harmony on Santa Barbara, G4692 Naples, FL New 82 06/2023 Park Ridge Apartments, G4682 Mulberry, FL New 96 05/2023 Shoreline Villas Apartments, G4678 Ft. Walton Bch, FL New 72 09/2022 Sunrise Point Ph IV, M4641 St. Petersburg, FL New 52 10/2021 Elements on Third, Bldg. 4, G4664 St. Petersburg, FL Rehab 80 06/2021 Lafayette Gardens Apts, G4673 Tallahassee, FL New 96 06/2021 Valencia Grove II Apartments, G4670 Eustis, FL New 110 06/2021 Elements on Third, Bldg. 5, G4664 St. Petersburg, FL New 45 03/2021 The Gathering at Arbor Green, G4648 Newberry, FL New 255 01/2021 Mary Bethune Apartments, G4651 Tampa, FL Rehab 150 09/2020 Oaks at Lakeside, G4660 Bradenton, FL New 96 09/2020 Osprey Pointe Apartments, G4649 Dade City, FL New 110 06/2020 The Addison, G4634 Bradenton, FL New 90 08/2019 Hammock Ridge Phase II, G4632 Spring Hill, FL New 92 06/2019 Chesapeake Apartments, G4617 Dunedin, FL New 44 05/2019 Douglas Gardens, G4621 Pembroke Pines, FL New 110 04/2019 Freedom Gardens II, G4624 Brooksville, FL New 94 03/2019 2300 22^d Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com ;Lei Okla I ;Lei q Le MULTI -FAMILY CONSTRUCTION EXPERIENCE Hammock Ridge Phase I, G4603 Spring Hill, FL New 104 02/2018 Park at Wellington, Phase II, G4593 Holiday, FL New 110 02/2018 Park at Wellington, Phase I, G4591 Holiday, FL New 110 08/2017 Freedom Gardens, G4584 Brooksville, FL New 96 06/2017 Bay Breeze, M4543 St. Petersburg, FL New 40 11/2016 Valencia Grove, G4572 Eustis, FL New 144 03/2016 Whispering Palms, G4549 Largo, FL New 63 11/2015 Sand Pebble Court Apts, G4564 St. Petersburg, FL Rehab 18 10/2015 Boley Broadwater Place Ph4, G4503 St. Petersburg, FL New 10 07/2015 Cypress Pointe, G4517 St. Petersburg, FL New 26 02/2014 Aqua Apartments, G4495 Tampa, FL Rehab 196 12/2013 Boley Sunset Point Apts, G4507 Clearwater, FL New 14 11/2013 540 Town Center, G4490 St. Petersburg, FL Rehab 145 10/2013 Magnolia Court Apartments, G4499 St. Petersburg, FL New 26 09/2013 Boley Broadwater PI Ph1&3, G4503 St. Petersburg, FL New 14 08/2013 Boley Arlington Avenue Apts St. Petersburg, FL New 16 04/2011 Boley Twin Brooks Ph II, G4507 St. Petersburg, FL New 28 03/2011 Palm View, M4387 St. Petersburg, FL Rehab 101 08/2010 Suncoast Manor Villas St. Petersburg, FL Rehab 6 07/2010 Bahama Place, M4366 St. Petersburg, FL New 20 09/2009 Jamestown Apartments, M4304 St. Petersburg, FL New 21 03/2008 Palms, M4273 St. Petersburg, FL New 6 12/2007 Sunrise Point Hammock Ridge -s' t � Harmony on Santa Barbara 2300 22^d Street North, St. Petersburg, FL I p (727) 821-3223 1 f (727) 822-5726 1 HCSFL.com J)HENNESSY CONSTRUCTION SERVICES 2300 22nd Street North St. Petersburg, FL 33713 Ph (727) 821-3223 CGC1526056 1 HCSFL.com FM W N N W I O J J V O W V J a Q IA W W IA W C W Z O W W ilia) 1 C'T L LI H V) Z (A O 3 0 41 LL c N m O Y 3 > LV +' a �O J }, t Q 3 o X tn t O _jo N cn U t � N aoUj •��—, Q N O -0 o H U � N 41 V U Q O 'm z N c m 7 � tn rn O a N a. 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Most of the transactions include sophisticated and complex real estate matters with numerous layers of equity and debt financing. He frequently represents clients who are raising capital through private placements. Roman advises clients on different facets of commercial real estate transactions, from raising capital to tax matters, including acquisition, construction, development, disposition (single asset and portfolio), financing, management, and zoning matters. He is also well versed in alternative capital formation options, including private investments, crowdfunding, online platforms, and Regulation A+. Roman has earned his CREO designation, one of the highest recognitions in the real estate professionals industry. In 2013, he received the national Certified Commercial Investment Member (CCIM) designation from the CCIM Institute. He is a graduate of the CCIM's 2014 Jay W. Levine Leadership Development Academy. He also holds a real estate license as a broker -associate and has been a Florida Realtor0 faculty member. Experience Education Harvard University, Graduate School of Design, AMDP (2022) Georgetown University Law Center, LLM, Taxation (2003) University of Miami School of Law, LLM, Real Property Development (2000) Valparaiso University School of Law, JD, cum laude, senior honors (1999) Illinois College, BA, summa cum laude (1996) Admissions Florida District of Columbia Following is a selected sampling of matters and is provided for Illinois informational purposes only. Past success does not indicate the likelihood of success in any future matter. U.S. Tax Court 1 Copyright ©2023 Nelson Mullins Riley & Scarborough LLP— Attorneys and Counselors at Law. All rights resereed For informational purposes only. Past success does not indicate the lilelihood of success in any future legal representation. NELSON ill MULLINS • Counsels clients seeking to create and raise capital through Qualified Opportunity Funds per the recently enacted Opportunity Zone program • Drafts and reviews purchase and sales agreements (PSAs) and complex leases for either undeveloped land, or income producing assets, of either single -tenant, or multi -tenant facilities • Attends to matters regarding title insurance, survey and property rights (e.g., easements, rights -of -way, licenses) • Prepares and negotiates various agreements and performs the necessary due diligence to maximize the benefits for clients • Reviews and advises on various construction matters, from contracts (fixed price/lump sum and cost plus) to construction lien and bond disputes • Plans and structures tax-free exchanges (1031) of like -kind property used either in trade or business, or held for investment, from real estate (i.e., tangible and development rights) to intangible assets (i.e., PSA); transactions include deferred forward and reverse exchanges • Advises on regulatory requirements that affect real estate transactions, from capital reserve requirements to the Community Reinvestment Act (CRA) • Regularly provides counsel to his clients on confidentiality agreements, joint ventures (JV), development agreements, entity selection, licensing, organizational structuring, non- disclosure agreements, ownership, and securities • Prepares formations Recognitions The bar rules of some states require that the standards for an attorney's inclusion in certain public accolades or recognitions be provided. When such accolades or recognitions are listed, a hyperlink is provided that leads to a description of the respective selection methodology. • The Best Lawyers in America®, Tax Law (2023) • AV® Preeminent TM Peer Review Rated by Martindale - Hubbell • Florida Legal Elite by Florida Trend magazine (2015-2016) • Listed in the Bond Buyer's Municipal Marketplace, a Red Book Directory ROMAN PETRA PARTNER Practice Areas Affordable Housing & Tax Credits Blockchain & Digital Currency Opportunity Zones Private Equity Public Finance Real Estate Capital Markets Industries Banking & Financial Services Real Estate 2 Copyright ©2023 Nelson Mullins Riley & Scarborough LLP— Attorneys and Counselors at Law. Al rights resereed. For informational purposes only. Past success does not indicate the lilelihood of success in any future legal representation. NELSON M IULLII Professional Activities • Certified Commercial Investment Member (CCIM) • Counselors of Real Estate (CRE) • Central Florida Commercial Association of Realtors (CFCAR) Articles & Speeches Insights ROMAN PETRA PARTNER The U.S. Commercial Real Estate Market Remains Strong Despite Global Economic Concerns, National Real Estate Investor - Author (September 19, 2019) EventslSpeaking Engagements 1-4 Commercial Corridor Conference - Moderator (June 28, 2019) 2019 CCIM Florida Chapter Mid -Year Commercial Real Estate Update - Moderator (May 9, 2019) Alligood, Petra, and Rich Form Panel at 2019 Florida Rural Economic Development Summit - Co -Panelist (February 11, 2019) Opportunity Zone Information Session: Update on Opportunity Zones - Panelist (January 17, 2019) Roman Petra Participates in Opportunity Zones Panel at Texas Affordable Housing Conference - Panelist (July 24, 2018) 3 Copyright ©2023 Nelson Mullins Riley & Scarborough LLP— Attorneys and Counselors at Law. Al rights reser%ed. For informational purposes only. Past success does not indicate the lilelihood of success in any future legal representation. Exhibit 6 — Certified Minority Business Enterprise MHP is not a certified minority business enterprise, however MHP strives to uses best efforts to use as many qualified M Es on each project while keeping the project feasible as it relates to cost and quality of work. EKOS ON COLLIER - OCTOBER 2023 15 Exhibit 7 — Local Vendor Preference MHP has been very active in using local vendors as it relates to it's three current projects under construction. MHP will use best efforts to continue to use a many local vendors as possible on the Ekos on Collier project. The below is a list of the current local vendors MHP is currently working with. • Bliss Products and Services, Inc. • Bonness Inc. • Certified Pool Mechanics 1, Inc. • Coastal Fire Protection, Inc. • Crowther Roofing • Davidson Engineering • DRG Painting • E&M Cleaning, LLC • Field Door & Hardware, Inc. • Intelligent Infrastructure Solutions, LLC • J & J Waterproofing LLC • JND Mechanical • Liberty Aluminum Co. • Maxim Concrete Inc. • Overhead Door Company of Ft. Myers, Naples & Pt. Charlotte • Premier Plastering of SW Florida • Rice Insulation & Glass • Stahlman-England • Valtex, LLC • Atwell, LLC • Carter Fence • Cypress Interlocking Pavers • Fire Stop Systems • Juniper Landscaping • NCM of Collier County, Inc. • Otis Elevator Company • Rhodes and Rhodes Land Surveying • Trebilcock Consulting Solutions • Fire Stop Systems EKOS ON COLLIER - OCTOBER 2023 16 Co ler C;0""ty Growth Management Community Development Housing Policy & Economic Development Division November 7, 2023 Christopher Shear, COO McDowell Housing Partners 777 Brickell Avenue, Suite 1300 Miami, FL. 33131 Dear Mr. Shear, Thank you for submitting an application for Workforce Housing Land Acquisition Surtax Funding to our office. A staff review committee has carefully reviewed and scored your application and made a recommendation that will be forwarded to the Affordable Housing Advisory Committee, the Citizens Surtax Review Committee, and on to the Collier County Board of County Commissioners for consideration. We recognize your organization's commitment and desire to assist Collier County in addressing affordable housing issues, however based on our careful review, your application did not receive a sufficient score to secure a staff recommendation of approval. Your application scored a 62.4 out of a possible 100 points but contains a Comprehensive Plan inconsistency. In the case of this specific application, this is primarily due to the location of the proposed parcel being within the Coastal High Hazard Area and therefore inconsistent with the County's Growth Management Plan — Coastal Conservation Management Element as required in 163.3177(6)(g), Florida Statutes, specifically Objectives 7 & 8, which states: This Coastal Management Element must "set forth the policies that shall guide the local government's decisions and program implementation with respect to the following objectives:" 7. Limitation of public expenditures that subsidize development in high -hazard coastal areas. 8. Protection of human life against the effects of natural disasters. As mentioned above, you will have the opportunity to present the merits of your application to the Affordable Housing Advisory Committee (AHAC) at their next meeting on Tuesday, November 28, 2023, beginning at 09:00 AM at Growth Management Community Development (GMCD), 2800 North Horseshoe Drive, Naples, Florida 34104, Room 609/610. The AHAC will be asked to make a recommendation on your application which will then be forwarded to the Citizens Surtax Review Committee for their review and recommendation, and then ultimately on to the Board of County Commissioners for a funding decision. If you have any questions or need additional information, please do not hesitate to call me at 239-252-4211, or email Sarah.Harrington@ColIierCountvFL.gov. Sincerely, Sarah Harrington, M.S., R.S., Planning Manager - Housing Policy & Economic Development Cc: Cormac Giblin, Division Director - Housing Policy and Economic Development Jamie French, Department Head - Growth Management Community Development Housing Policy & Economic Development Division • 2800 North Horseshoe Drive - Naples, Florida 34104.239-252-2400 • www.cdferco nV.gov Co Ter CoHHty Fadlities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFf.gov WORKFORCE HOUSING LAND ACQUISITION POLICY SURTAX FUNDING EVALUATION CRITERIA Approved by Board of County Commissioners 3/28/2023, Item I l APPLICANT CONTACT INFORMATION Name of PropertyOwner(s): COLLIER LAND HOLDINGS LTD Name of Applicant (if different than owner): Address: 11145 Tamiami Trail E. Telephone: (239) 775-0036 Habitat for Humanity of Collier County, Inc. City: Naples Cell: (239) 248-0906 E-mail Address: msolorzano@habitateollier.org Name of Agent, Michael SOlorzano Finn: NIA Address: Telephone: E-mail Address: Address of Subject Property: N/A City: Cell: PROPERTY INFORMATION Section/Township/Range: 27 / 48 / 28 Subdivision: N/A Current Zoning and Land use of Subject Property: _ State: FL Zip. 34113 State: Zip: Property I.D. #: 00225600007 Unit(s): Lot(s): Block(s): A-MHO-RLSAO-SRA On November b, 2018, the voters of Collier County approved a one percent (1%) local government infrastructure surtax upon all taxable transactions occurring within the County. Twenty million dollars (S20,000,000) of this surtax is earmarked to be used for land acquisition in accordance with Section 212.055(2), Florida Statutes. On March 28, 2023, the Collier County Board of County Commissioners approved the below to guide future land acquisitions using these funds for the development of future workforce housing projects. 1 8/2023 CO Ier County Facilities Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Flodda 34112 Fax: 239-252-8876 • Email: RPM@ColiierCountyFL.gov SURTAX FUNDING EVALUATION CRITERIA For the development of a shortlist, this evaluation criterion will be utilized by a COUNTY Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points (point allocations subject to change) 1. Cover Letter / Management Summary 0 Points 2. Property and Business Plan 45 Points 3. Financing & Cost of Services to the County 20 Points 4. Experience and Capacity of the Firm 15 Points 5. Specialized Expertise of Team Members 10 Points 6. Certified Minority Business Enterprise 5 Points 7. Local Vendor Preference 5 Points TOTAL POSSIBLE POINTS 100 Points Each criterion and methodology for scoring is further described below: EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (0 Total Points) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the ❑ firm in providing the services stated herein. Include the name(s), telephone number(s), and email(s) of the authorized contact person(s) concerning the proposal. EVALUATION CRITERIA NO. 2: PROPERTY AND BUSINESS PLAN (45 Total Points) In this tab, including but not limited to: ❑ 1. Project Sco e The proposal should provide a written description of the project, accompanied by a conceptual site plan showing proposed building(s), parking areas, and how the development will interface with the surrounding areas. In addition, the proposed unit type (single family, multi -family, rental, or for purchase) and dwelling size (1, 2, 3, or more bedrooms) should be provided along with any planned amenities. ❑ 2. Community Impact The proposal must describe how the proposed project fits with the adjacent parcels, meets the intent of the Board of County Commissioners expectations, as detailed in this ITN, and would generally benefit the community, surrounding areas, and the County as a whole. Include as many conceptual visuals as possible such as site plans, renderings, and elevations, as applicable. In addition, please provide a description of how the proposed project meets the housing affordability needs per the Collier County Community Housing Plan. ❑ 3. Zoning The proposal must identify if the property's zoning or a specific rezoning will be required to assist in the development of the proposal. If applicable, identify if the rezoning will require a comprehensive plan amendment or other special zoning relief. Be as specific as possible and provide documentation as needed to 8/2023 Co Ier C014 .ty Faafities Managemertt Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov substantiate the request. Identify the timing of zoning and if the property should be zoned prior to the project. ❑4. Timeline The proposal must clearly identify approximate milestones that will be included in the land acquisition and development agreement such as the due diligence period, zoning process, if required, site development, building permits, construction, and through to the Certificate of Occupancy. ❑ 5. Site -Specific Criteria Upon approval of moving forward with this ITN the Board of County Commissioners agreed the following criteria should be mandated in the development of the property. In preparation of this proposal, it is important the following criteria are included for consideration: • Quantify desired density. The BCC is seeking proposals that will provide a moderate to high density of units. • Identify all dwelling types and if more than one type is proposed provide unit type ratios. • Define project set -asides of more than 10% for seniors, veterans, and/or special needs populations. • Define the targeted income mix proposed and how it correlates with the Community Housing Plan. • A preference that 100% of the units built be affordable and not at market rate (subject to change based on Board approval). • Target greatest units and income needs (currently rental housing at the Iower income levels). • Cost of Property: Must not exceed the appraised value. • Disaster Evacuation Zone: Greater Consideration if NOT in Zone A, lesser consideration if in Zone A. • Utilities: Greater Consideration if utilities are available, lesser consideration if not available. • Wetlands. Must be less than 20% wetlands, with greater consideration for lower percentages. • Environmental: Must pass Phase I Standards, with greater consideration if passes Phase II standards as well. • Transportation: Greater Consideration if on an Arterial Road, lesser consideration on a Collector Road. • Shovel Ready: Greater consideration for fully zoned properties. • Density: Greater consideration for higher densities, lesser consideration for lower densities. • Proximity/Locational: Greater consideration closer to schools, Transit Stops, and Activity Centers. • Topography: Greater consideration for flood zones (AH and X). Lower consideration will be given to AE Zone properties (an area inundated by I % annual chance flooding with velocity hazard (wave action) for which the Base Flood Elevation (BFE) has been determined) and properties in a VE Zone (where wave heights are expected to be 3 feet or more for which the BFE has been determined) will be eliminated from any consideration. ❑ 6. Any Additional Information Include other relevant information about the project that has not been addressed in the previous questions that the proposer would like the present to the Board in support of the proposal. The intent of this phase of the screening process is to identify a project that a majority of the Board can support moving forward to a detailed purchase and development agreement. Should your proposal be selected, the purchase and development agreement will incorporate specific milestones in the development process. The Board's acceptance of a proposal shall not constitute approval of future zoning if needed for the project to be developed. 3 812023 Co -per County Facilities Management Division Real Property Management 3335 Tamiarni Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov EVALUATION CRITERIA NO.3: FINANCING & COST OF SERVICES TO THE COUNTY (20 Total Points) In this tab, including but not limited to: 1. Financing The proposal must provide a general financing plan. The proposal must identify if the project will be a straight purchase (if so, what is the purchase price?), partial purchase, require financing (if so, is the expectation that the County defer the purchase price until the completion of construction and/or contribute to the financing package?), or any other potential financing configuration needed for the project. In addition, the Financing information provided should include at the minimum the following: • Per unit construction costs • Proformas for rental and proposed rates (if applicable) • Per unit market costs and sales price (if applicable) • Detailed soft funding incentives required from the County • Proposed funding sources with contingencies • Address any potential Land Trust contribution (if applicable) • Detailed affordability restrictions The proposer should submit a financing plan that demonstrates the proposer's financial ability to successfully purchase and complete the development of the parcel. Limited pro -forma would be acceptable based on the conceptual plan submitted for review. ❑ 2. Total Project Value Include an approximate construction value and ending taxable value. Please state if your entity holds tax- exempt status or if the project is eligible for tax exemption. Also, include a detailed description of how the project is committed long-term to address housing affordability in Collier County. EVALUATION CRITERIA NO.4: EXPERIENCE AND CAPACITY OF THE TEAM (15 Total Points) In this tab, including but not limited to: Provide information that documents your firm's qualifications to produce the required deliverables, including abilities, capacity, skill, financial strength, and the number of years of experience in providing the required services. Describe the various team members' successful experience in working with one another on previous projects. Teams including a not -for -profit partner will be given greater consideration. The County requires that the vendor submits no fewer than five (5) completed reference forms from clients from the past ten (10) years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope, and complexity of this project using the Reference Form provided. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. 4 8/2023 CoT NwCOH14ty Faciftes Management Division Real Property Management 3335 Tamiami Trail E, Suite 101, Naples, Florida 34112 Fax: 239-252-8876 • Email: RPM@CollierCountyFL.gov EVALUATION CRITERIA NO. 5: SPECIALIZED EXPERTISE OF TEAM MEMBERS (10 Total Points) The proposal must include a description of the firm/team, including locations of offices, the person responsible for contracting services, and the location of the contracting authority. Include a list of the qualified ❑ professional team members and qualifications of associates proposed to perform and/or assist with the work to oversee the project. Identify the names and provide resumes of proposed management members that will supervise the project, including an organizational flow chart, if available, showing the working relationship of the management structure. The proposal shall submit a portfolio of projects of similar size and scope completed and or managed by the firm or team. EVALUATION CRITERIA NO. 6: CERTIFIED MINORITY BUSINESS ENTERPRISE (5 Total Points) ElSubmit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Minority Business Enterprise. EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE (5 Total Points) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee ❑ County Tax Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. The Board may waive, in whole or in part, any portion of this policy when reviewing a proposed acquisition of land for affordable housing. The completed application, all required submittal materials, and questions shall be submitted to: Real Property Management RPM@Co111erCountyFLgov • Fax: 239-252-8876 qSigure of pplicant Agent 1016123 Printed Name of Signing Party Date 5 8/2023 Executive Committee Kathleen Flynn Fox Chair Janet Miller Vice -Chair Ed Hubbard Treasurer Kathleen Doar Secretary Rev. Lisa Lefkow CEO Richard Berens Carl Kuehner Candy Nordland Directors Teresa Carroll Donna Conrad John Cunningham Don Dion Curt Gillespie Jerry Godshaw Frank Hallinan Rich Housh Cathy Irwin Sheri Mossbeck Tom Pollak Bob Rice Stan Swihart Joe Trachtenberg Habitat for Humanity" of Collier County Our vision is a world where everyone has a simple, decent place to live. 9/15/2023 Jennifer Belpedio Manager, Real Property Facilities Management Division 3335 Tam iami Trail East Naples, Florida 34112 Jennifer.Bel edio colliercount fl. ov Ms. Jennifer Belpedio, I am writing on behalf of Habitat for Humanity of Collier County to formally apply for the funds collected from the Collier County Infrastructure One -Cent Surtax to acquire land to construct affordable housing. Our intent is to develop two parcels of land totaling 88.2 acres within the Town of Big Cypress. Both parcels, 49.7 acres and 38.5 acres respectively, are designated for affordable housing. Habitat Collier plans to create a diverse community which will combine a variety of product types including single-family and multifamily homes. We will create opportunities for both homeownership and rental housing to utilize the maximum density possible while complementing the surrounding developments by thoughtful design. Over the past decade Habitat for Humanity has reimagined affordable housing by creating a variety of new designs which we believe to be a great addition to these new villages. Habitat's communities like Legacy Lakes, Dockside, Vincent's Acres, and more recently, Whitaker Woods, Songbird and Kiacasa showcase our unique home designs and our affiliate's capacity to provide higher density while not sacrificing desirability. Our designs have proven attractive for both partner families as well as the surrounding communities. The house types in these communities are as diverse as the communities themselves, spanning from single-family homes to multifamily 12-unit stacked condominiums. We are confident in our affiliate's ability to transform this property into something special. If you have any questions regarding this proposal, please contact Michael Solorzano, Director of Land Development, by phone at (239) 248-0906 or by email at msolorzano@habitatcollier.org. Michael 5olor no Direct r and Development Section 2 — Property and Business Plan The Town of Big Cypress has two parcels designated for affordable housing. The town agreement specifies the sale price of the land based on the assessed value of $22,500 an acre. The total cost of the two parcels is $1,984,500. Habitat wants to partner with Collier County and requests the use of the Workforce Housing Land Acquisition portion of the voter -approved Collier County Infrastructure One - Cent Sales Surtax to acquire the land. We believe this is a wise and necessary investment in creating attainable housing given the market value of the property is nearly five times the purchase price. We intend to maximize the density to 10 dwelling units per acre in order to provide much -needed relief from the spiraling house prices in Collier County for the future town of Big Cypress and the surrounding areas. Our intention is to explore tools, such as deed restrictions, that are currently utilized through our program to assure long term affordability at this site. Deed restrictions with requirements to be owner - occupied and income qualified would run with the land and affect all subsequent sales. Historically, Habitat Collier builds at a density of 4-8 units per acre and is solely a home -ownership program. But to provide higher density we intend to provide a mix of homeownership and rental opportunities —a construction partner is anticipated. Again, working closely with Collier County Growth Management Department, Habitat Collier will evaluate, determine, and coordinate with the most appropriate partner to develop the sites entirely. We intend to have no less than 20% of the homes be set aside for rentals but the exact ratio of homeownership to rentals will be determined once a partner is selected. We anticipate further discussions with the county and our future partner to finalize the rental to homeownership ratio. Habitat will use the feedback from Collier County Growth Management Department when determining the most appropriate site plan for each parcel. Our goal is to achieve an appropriate mix in housing design, density, open space, and low-cost amenities to enhance the overall living experience and create a vibrant, sustainable community. Any changes to existing development standards that may be necessary to maximize site and building design will be submitted through the proper channels. These changes will be taken into consideration in our build -schedule. For example, making a change in the minimum lot width to accommodate a two-story townhouse design is anticipated. Habitat home models range in size from approximately 1,100 square feet to 1,400 square feet, available in 3-bedroom/2-bathroom and a slightly larger 4-bedroom/2-bathroom configuration. Our community design will incorporate an equitable balance of aesthetics and functionality having a positive impact on the surrounding neighborhood. We have achieved this balance in our many neighborhoods through versatile floor plans, architectural designs, green spaces, and recreational areas. A sample floor plan is attached as "Exhibit 1". This results in not only producing a desirable and attractive product to our demographics but also to the surrounding neighborhoods. After 40+ years of single-family construction, Habitat's introduction into condominium development was celebrated in 2019 with the sale of the first home at Dockside. This community of 44 homes sits on 6 acres nestled along Henderson Creek. The single -story buildings are 4-units and 6-units with a Key West inspired design including pops of pastel siding and metal roofs. See "Exhibit 2". With easy access to Marco Island and Naples, this community is family -friendly and has low-cost amenities such as a naturally shaded playground and a newly constructed observation deck overlooking the creek. A new two-story home design in the neighborhood of Vincent's Acres is the first of its kind for Habitat Collier. Completed in 2020, this 79-single-family-home subdivision has community at the center. With a pocket neighborhood design, this community features alley loaded driveways, HOA managed landscaping, ample on -street parking for guests, and a recreation area the size of a football field. The community layout is shown in "Exhibit 3". The design keeps cars and trash pickup out of sight, while focusing on bringing community together through shared amenities like a pavilion and covered playground. All homes have a view of green space, the lake, or a preserve. Whitaker Woods is actively under construction with an anticipated completion date in summer of 2024. This subdivision is home to 125 two-story townhomes consisting of 3- and 4-unit buildings. The 4-unit building rendering is included as "Exhibit 4". Building on past success and popular low-cost amenities for residents, this community includes a recreation area with an artificial turf multi -use field, covered playground, basketball court, walking path around the 3-acre lake, and abundant seating. Currently under construction is a sprawling 100-acre subdivision, our largest to date, known as Kaicasa. It is designed for 280+ homesites with more than 30 acres of preserve and four lakes. New architectural designs of 3- and 4-unit townhomes with a single car garage were developed for this site and are highlighted in "Exhibit 5". Home construction began in January 2023 and the first 11 homes closed within 6 months. The community will incorporate multiple green spaces, walking paths, playground, and a recreational field. Yet another unique community is under construction along Whippoorwill Lane. Songbird at Whippoorwill is smaller in acreage but larger in the scale of the buildings with two-story 8- and 12-unit condominiums. Land for this community was purchased in partnership with Collier County Community and Human Services Division using HUD funding through the Community Development Block Grant program. Located near the I-75 and Pine Ridge Road intersection, this places affordable homeownership at the heart of the Naples community. Songbird is the first of its kind for our affiliate, designed by the prestigious firm, MHK Architecture. A rendering is included as "Exhibit 6". The building is our highest density design in our effort to keep housing affordable for the residents of Collier County. With an innovative approach and long history of developing land and building homes in Collier County, Habitat Collier looks forward to providing affordable housing solutions within the Town of Big Cypress. We estimate a 5-to-7-year duration for this project, beginning after the due diligence period concludes This estimate is based upon our history of similar sized developments. A more specific timeline will be determined when we get further along in the planning processes. Estimated timeline: Activity Sta rt End Due Diligence and Acquisition September 2023 January 2024 Site Planning and Partner Selection January 2023 April 2024 South Florida Water Management District Permit Modification April 2024 August 2024 Collier County SDP Permitting April 2024 September 2024 Infrastructure Construction January 2025 January 2027 Home/Building Construction February 2026 June 2030 Home Sales and Leasing September 2026 August 2030 Habitat Collier is proud to have been a trusted partner with Collier County in addressing local affordable housing challenges for over four decades. Our expertise, collaborative approach, and dedication to long- term affordability makes us uniquely positioned to execute this project. We look forward to engaging in open communication with the County and other stakeholders, ensuring that this project is a model of sustainable, inclusive development. Section 3 - Financing and Cost of Service to County Financing for this project will be coordinated through Collier County Infrastructure One -Cent Surtax to acquire the land and our traditional business model to pay for the infrastructure and building costs. Habitat Collier seeks $1,984,500 from the Surtax funds to acquire the land. Remaining project costs will come in the form of grants, fundraising, and the sales of homes. Rental housing may access available tax credits as well as accessing the above funding strategies. The sale of homes generates sustainable income revenue for Habitat Collier that lasts the duration of our 0% APR mortgage. Currently, Habitat has 1,777 active loans generating income. In the past year the average home sale for a Habitat home is between $270,000-$310,000 depending upon the community and its location. In Immokalee the average sale is $270,000, while in Naples the sales range between $305,000-$315,000. Based upon those sale prices, we estimate the project's cost to be between $238,000,000 and $278,000,000 with our desired density of 10 units per acre for both parcels (a total of 882 units). The final number will change when we decide on the actual product and the most suitable community layout for the two parcels with the most advantageous size to all parties involved. Habitat for Humanity is a nonprofit entity with tax exemption status. Our mission is to ensure that everyone has a decent place to live. Habitat's philosophy complements Collier County's commitment to long-term affordable housing. We accomplish this mission in several ways; first and foremost is the affordability of our products, second is the long-term affordability through affordability restrictions. The implementation of deed restrictions ensures that properties remain affordable in perpetuity while the homeownership model allows for limited equity, truly breaking the cycle of poverty for generations to come. Section 4 - Experience and Capacity of the Team As a nonprofit homebuilder, Habitat for Humanity has been a steadfast presence in our community since 1978. Over the decades, we have successfully partnered with families, volunteers, and supporters to construct over 2,500 homes locally. We have a talented team who oversee our affiliate's operations. All our team members work hand and hand with each other, the county, volunteers, and community at all levels of the construction process to achieve our goals for providing access to affordable homeownership. Because of our history in working in this county and the scope of what our organization does (acting as the developer, the builder, and the bank), we have developed a successful team who coordinate everything from the acquisition of the land to the final payment of the home. Habitat Collier has developed and built all different types of communities of various sizes, layouts, and house products; from infill lots to a historic 100-acre community of multifamily homes. Section 5 - Specialized Expertise of Team Members Our main office is in Naples Florida at 11145 Tamiami Trail East. The Chief Executive Officer, Rev. Lisa Lefkow, has been with Habitat for Humanity of Collier County for more than 22 years. She directs all aspects of the organization. Areas of operation specifically overseen by Rev. Lefkow are fundraising, volunteer activities, and community relations. Her email is Ilefkow@habitatcollier.org or she can be reached by phone at (239) 775-0036. The Chief Operations Officer, Mara Foley, has been with Habitat for more than 8 years. She is a licensed realtor and was previously responsible for all land development before being promoted into her current position. Mara is specifically responsible for ensuring that all aspects of construction activities of our affiliate are operating efficiently. Mara can be reached by email at mfolev@habitatcollier.org or by phone at (239) 775-0036. The Chief Financial Officer, Dean Kacos, overseas the Accounting/Finance Department; this department consists of a finance director and accounting staff. Our accounting staff is responsible for providing financial oversight to all charitable donations and grant funds received in addition to managing the portfolio of active loans on home sales. Dean has 35 plus years in finance and management roles. Prior to joining Habitat for Humanity of Collier County, Dean was the Chief Operating Officer of Mosaic Technology. Dean can be reached at his email: dkacos@habitatcollier.org or by phone at (239) 775- 0036. The Director of Land Development, Michael Solorzano, has been with Habitat for 10 years. Michael holds a certified building license and previously oversaw the home construction in our Immokalee Branch until recently promoted into land development. He is responsible for land acquisition, as well as entitlement, construction of all infrastructure and land development. Michael can be reached by email msolorzano@habitatcollier.org or by phone at (239) 248-0906. David Crosby holds an impressive background working as a project manager for Bonness for nearly 3 decades. We have had the privilege of working with David on multiple projects during his tenure with Bonness and actively pursued his leadership on construction contracts with the company. He has been with us for three years now as Senior Project Manager and has brought his expertise in successful project management to Habitat. David can be reached by email dcrosby@habitatcollier.org or by phone (239) 293-3631. The Director of Construction, Kieran Freshwater, has been in the construction industry for over twenty years; he is a certified general contractor. Kieran oversees all aspects of the home construction. Kieran successfully manages the scope and scale of Habitat construction projects, coordinating subcontractors as well as integrating volunteers and prospective homeowners in our unique model. Kieran can be reached by email kfreshwater@habitatcollier.org or by phone at (239) 253-3277. The Family Services Director, Wilna Cariany, has been with Habitat working with families for 13 years. She oversees the application, qualification, and approval of Habitat families ensuring that the most highly qualified and those with the greatest need are supported through our pre -purchase education program and well-equipped for long-term success. Wilna can be reached at wcariany@habitatcollier.org or by phone at (239) 775-0036. Section 6 Certified Minority Business Enterprise Habitat for Humanity of Collier County is not eligible to be a Certified Minority Business Enterprise. Section 7 Local Vendor Preference Habitat's mission is "seeking to put God's love into action, Habitat for Humanity brings people together to build, homes, communities and hope." Communities are an important aspect of our mission. Communities are strengthened by homes occupied by people who live in those local communities. When we strengthen those people by providing affordable housing, we necessary strengthen local communities with people who live, work, and have enough money to spend in those communities. This economic process helps prove much need revenue for the county at large. Another way in which we help strengthen our communities is buying locally. When fiscally possible, Habitat chooses local building suppliers to get our material for construction. Over the years we have developed strong working relationships with building suppliers such as Raymond Building Supplies, Naples Lumber, and Foundational Building Material. When working with our subcontractors for infrastructure we strongly encourage them to buy locally as well. A dollar spent in a community is a dollar earned by that community. Exhibit 1 First Floor Second Floor 4r_ 11. 1v zz = Fir ilr 1 .4:.7 kmb- I .eA I Co IeT C01.44ty Growth Management Community Development Housing Policy & Economic Development Division November 71 2023 Michael Solorzano, Director of Land Development Habitat for Humanity of Collier County 11145 Tamiami Trail East Naples, FL. 34113 Dear Mr. Solorzano, Thank you for submitting an application for Workforce Housing Land Acquisition Surtax Funding to our office. A staff review committee has carefully reviewed and scored your application and made a recommendation that will be forwarded to the Affordable Housing Advisory Committee, the Citizens Surtax Review Committee, and on to the Collier County Board of County Commissioners for consideration. We recognize your organization's commitment and desire to assist Collier County in addressing affordable housing issues, and based on our careful review, your application has received a sufficient score to secure a staff recommendation of approval. Your application scored a 52.8 out of a possible 100 points. As mentioned above, you will have the opportunity to present the merits of your application to the Affordable Housing Advisory Committee (AHAC) at their next meeting on Tuesday, November 28, 2023, beginning at 09:00 AM at Growth Management Community Development (GMCD), 2800 North Horseshoe Drive, Naples, Florida 34104, Room 609/610. The AHAC will be asked to make a recommendation on your application which will then be forwarded to the Citizens Surtax Review Committee for their review and recommendation, and then ultimately on to the Board of County Commissioners for a funding decision. If you have any questions or need additional information, please do not hesitate to call me at 239-252-4211, or email Sarah.HarringtonC@CollierCountVFL.gov. Sincerely Sarah Harrington, M.S., R.S., Planning Manager - Housing Policy & Economic Development Cc: Cormac Giblin, Division Director - Housing Policy and Economic Development Jamie French, Department Head - Growth Management Community Development Housing Policy & Economic Development Division • 2800 North Horseshoe Drive • Naples, Florida 34104. 239-252-2400 • www.coiiercounto.gov