AHAC Agenda 03/19/2024c,tff",CovrnEl
Grou/fr Management Community Development
Affordable Housing Advisory Committee
Attendance Roster - Date: March 19 2024
AHAC Members
"*Must have (6) members for a uoru
James French
Department Head, GMCD
Sarah Harrington
Manager, Planning, Housing Policy & Economic
Development, GMCD
Derek Perry
Assistant County Attorney, County Attorney's Office
Jaime Cook
Director, Development Review, GMCD
Michael Bosi
Director, Planning & Zoning, GMCD
Commissioner Chris Hall:
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rub Thomas Felke:
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ffrVWaller:-
H n o rts
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Todd L Paul Shea:
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Arol Bun$man:
Staff Members
Cormac Giblin
Director, Housing Policy & Economic Development,
GMCD
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Packet Pg. 8 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
C,Rfr,County
Growffr Management Community Development
Sign-in Sheet (Public)
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Packet Pg. 9 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Aoenda ltem No.
Meeting Date:oJ 2o2
Agenda Item Top lc--b\Yl $l'113 ,,f
(For Public Comment, list topic)
Name '"6h fl q-hnso Address: \zcl 1f o FvF Sq-r
Other:
COLLIER COUNTY ORDINANCE NO, 2003.53, AS AIUENDED BY ORDINANCE 20O4.O5 AND 2007.24, REQUIRES THAT ALL LOBBYIST SHALL, BEFORE ENGAGING IN
ANY LOBBY]NG ACTIVITIES (INCLUDING, BUT NOT LIMITED TO, ADDRESSING THE BOARD OF COUNTY COIMIUISSIONERS), REGISTER WITH THE CLERK TO THE
BOARD AT THE BOARD IVINUTES AND FECORDS DEPAHTI/ENT
you ARE L|M|TED TO THREE (3) MTNUTES FoR YoUR CoMMENTS AND ARE TO ADDRESS ONLY THE CHA|R
PUBLIC COI\,IIVENT IS NOT INTENDED TO BE A FORUM FOR SELF-PROIVOTION. PUBLIC COIVIVENT SPEAKERS WHO ENGAGE IN ADVERTISING
THEIR BUSINESS, PERSONAL POLITICKING OH OTHER FORI\,{S OF SELF-PHOINOTION WILL BE ASKED TO LEAVE THE PODIUM,
PLACE COMPLETED FORM ON THE TABLE TO THE LEFT OF THE DAIS - PLEASE PRINT CLEARLY
Reoresentino/Petitioner: '-Sl
''' a 5l'nv;vl
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Packet Pg. 10 Attachment: March 19, 2024 Final
Agenda ltem No.Agenda ltem Topic V'L o N-l--
Meeting Date:tq \.-{
Name:J 5J Co'Twr rza Address: 2D3t Ja-c[csor. Sl €t
1
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Representing/P etitioner: [o x.Q-Other:
COLLIEH COUNTY ORDINANCE NO. 2OO3-53, AS A[/ENDED BY ORDINANCE 20O4.O5 AND 2OO7-24, REQUIHES THAT ALL LOBBYIST SHALL, BEFORE ENGAGING IN
ANy LOBBYING ACTIVTTTES (tNCLUDtNG, BUT NOT LilV|TED T0, ADDRESSTNG THE BOAHD OF COUNTY COMMtSST0NEHS), REGTSTER WITH THE CLERK T0 THE
BOARD AT THE BOARD [IINUTES AND RECORDS DEPAHTIVENT
you ARE L|M|TED T0 THREE (3) MTNUTES FoR YOUR CoMMENTS AND ARE T0 ADDRESS ONLY THE CHAIR
PUBLIC COIVTMENT IS NOT INTENDED TO BE A FOHU[/I FOR SELF-PROIVOTION, PUBLIC COIVMENT SPEAKERS WHO ENGAGE IN ADVERTISING
THEIB BUSINESS, PERSONAL POLITICKING OB OTHER FOR[,lS OF SELF-PROMOTION WILL BE ASKED TO LEAVE THE PODIU[,{.
PLACE COMPLETED FORM ON THE TABLE TO THE LEFT OF THE DAIS - PLEASE PRINT CLEARLY
(For Public Comment, list topic)
)
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Packet Pg. 11 Attachment: March 19, 2024 Final
lonrs
Collier County
Affordable Housing Advisory Committee (AHAC)
AGENDA
Growth Management Community Development 0epartment
Conference Rooms 609/610
2800 N. Horseshoe Dr., Naples, FL 34104
March 19, 2024, 9:00 AM
Steve Hruby, Chair
Jennifer Faron, Mce Chair
Mary Waller, Member
Gary Hains, Member
Hannah Roberts, Member
Andrew Terhune, Member
Commissioner Chris Hall, Bcc Liaison
Arol Buntzman, Member
Todd Lyon, Member
Paul shea, Member
Thomas Felke, Member
coLUER CO NTY 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 l, GMCD
NOIE: 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 TIIVE IS ADJUSTED BY THE CHAIRMAN-
DURING COMMITTEE DI5CUSSION, COMMITTEE MEMBERS MAY ASK DIRECT QUESTIONS TO INDIVIDUALS. PLEASE
WAITTOBE RECOGNIZED BY THE CHAIRMAN AND STATE YOUR NAME AND AFFITIATION FOR TH E RECORD BEFORE
COMMENTING.
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ACCOMMODATION IN ORDER TO PARIICIPATE IN THIS
MEETING, YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN AsSISTANCE. PLEASE CONTACT
THE COLLIER COUNry FACILITIES MANAGEMENT DEPARTMENT. ASSISTED LISTENING DEVICES FOR THE HEARING
IMPAIRED ARE AVAILABLE IN THE COUNTY COMN,4ISSIONER'S OFFICE.
AHAC MEMBERS
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Packet Pg. 12 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
CAI.LTO ORDER & PLEDGE OFALLEGIANCE
ROLL CATT OF COMMITTEE MEMBERS AND STAFF
APPROVAL OF AGENDA AND MINUTES
Approval of today's agenda
Approval of January 16, 2024, AHAC Meeting minutes.
Approval of Februa ry 20,2024, AHAC Subcommittee Meeting minutes
4
Land Trust Presentation (M. Puchalla)
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INFORMATIONAT ITEMS AND PRESENTATION
a
5 PUBLIC COMMENT
6. DTSCUSSTON TTEMS
Subcom mittee Recap
AHAC Policy Statement
7. STAFF AND COMMITTEE GENERAT COMMUNICATIONS
a Persons wishing to speak must reBister prior to speaking. All
registered speakers will receive up to three (3) nrinutes unless the time
is adjusted by the Chairman.
a
b
c.
d
e
f.
Timeline for 2024 SHIP lncentives Report (C. Giblin)
DSAC Update (H. Roberts)
2024 Apartment Survey (C. Giblin)
Collier County Developments Approved Since 2017 (C. Giblin)
lntroduction DSAC member (C. Giblin)
Upcoming Public Meetings (C. Giblin & M. Bosi)
8 NEW BUSINESS
9 ADJOURN
NEXT AHAC MEETING DATE AND LOCATION: May 21r, 2024, at 9:00 AM
Conference Room 609/610 - Growth Management community Development
Department
10.
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2.
3.
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Packet Pg. 13 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Januan 16, 20f4
MINUTES OF THE COLLIER COLTNTY
AFFORDABLE HOUSING ADVISORY COMMITTEE
Naples, Florida, January 16,2024
LET IT BE REMEMBERED, the Collier Counry 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 Gro\ath Management Community Development
Depafiment Building, Conference Room #609/610, 2800 Horseshoe Drive N., Naples, Florida,
with the following members present:
Chairman: Steve Hruby
Vice Chair: Jennifer Faron
Arol Buntzman
Thomas Felke (Absent)
Gary Hains
Commissioner Chris Hall
Todd Lyon
Hannah Roberts
Paul Shea
Andrew Terhune
Mary Waller
Countr Staff Members Present:
James French, Departrnent Head, GMCD
Cormac Giblin, Dir., Housing Policy & Economic Development, GMCD
Sarah Harrington, Planning Manager, Housing Policy & Economic Development, GMCD
Derek Perry, Assistant County Attomey
Jaime Cook, Director, Development Review, GMCD
Julie Chardon, Ops Support Specialist II, GMCD
Mike Bosi, Director, Zoning & Planning Department, GMCD
Ikisti Sonntag, Director, Communiry & Human Services Division, PSD
Donald Luciano, Assistant Director, Community & Human Services Division, PSD
Richard Long, Director, Building, GMCD
Evelyn Trimino, Manager - Financial Operations, GMCD
Kirsten Wilkie, Manager - Business Center, GMCD
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Packet Pg. 14 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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1 CALL TO ORDER & PLEDGE OF ALLEGIANCE
Chairman Hruby called the meeting to order at 9 a.m. and the committee recited the Pledge
of Allegiance.
2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF
Mr. Giblin called the roll call. A quorum of 10 was present in the boardrootn; two other
rnembers arrived later. He noted that Ms. Waller was excused (she arrived later at 9:45 am)
Vice Chair Faron requested an addition to the agenda, establishing a 2024 rvorkplan, noting
that drey have one for 2023.
Chairman Hrutry said they can add that to New Business. He also asked to add a Live Local
Act Forum Update about the workshop IJLI is sponsoring in March.
3. APPROVALOFAGENDAANDMINUTES
a. Approval of today's agenda
Mr. Hains made a motion lo accept the agenda Second by Mr. Terhunz The motion
passed unanimously, I0-0.
2024 Chairman and Vice Chair nomination
Planning Commissioner Shea made a motion to nominate Steve Hruby as chair. Second
by Ms. Roberls. The morton passed unanimously, 10-0.
Mn Lyon made a motion to nominate Jennifer Faron as vice chair. Second by Planning
Commissioner Shea- The motion passed unanimously, 10-0.
Approval of December 19, 2023, AIIAC meeting minutes
Ms. Roberts made a motion to approve the December 19, 2023, meetin94 minutes. Second
by Mr. Terhune. The motion passed unanimously, 10-0.
4. INFORMATIONAL ITEMS AND PRESENTATION
a. Habitat for Humanity Presentation (L. Lefkow)
Ms. LeJkow detailed basics and facts about Habitat they may not knox':
o Collier County is one of Habitat for Humanity's oldest affrliates in the U.S.. In 1978, incorporated as Immokalee Habitat for Humanity and rcbranded in 2000
as Habitat for Humanity of Collier County.
. Work in partnership with qualified buyers who generally make between 30o/o and
807o of the area median income (AMI).
. The partnership model includes an investment ofsweat equity, nreaning approved
applicants invest time helping to build homes for themselves an(l neighbors.. They must successfully complete a robust pre-purchase education program.o The expectation is they'll be lifetime parlrers, advocates and ambassadors for
Habitat for Humanity in the future.o For the past two decades, we have been rhe largest producing Habitat affiliate in
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Any persons in need of a verbatim record of the meeting may request a copl' of the audio
recordingfrom the Collier County Growth Mahagement Department.
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Packet Pg. 15 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Januan' 16. 2024
the U.S.
o There are about 1,000 Habitat affiliates nationwide.
. There are only 45 affiliates producing more than a dozen homes yearly
. For the first 20 years, we primarily focused on infill housing: buy a lot, build a
house, sell a house.
o One myth is that we give homes away. Our model calls for the sale of homes at
l% below appraised value, financed with an interest-free loan. We go ftom being
the builder to the bank and finance loans without interest.
o Our Pathways to Affordability is how we finance homes and keep them
affordable.
Ms LeJkow detailed a PowerPoint presentation, Pathways to Affordabilily:
o Our first mortgage is based on 30% of a home buyer's monthly income and is
made up of monthly payments ofprincipal and no interest and an escrow/reserve
account for property taxes, homeowners insurance, flood insurance and
homeowners association dues.
. The monthly payment is capped. Habitat aims for 28% of monthly income and not
over 3070.
. Ifthe first mortgage doesn't bring us to l% below appraised value, a second
mortgage is deployed to hold equity between what's affordable and the sales
price.
. Ifthere's still a need for affordability assistance, Habitat will deploy a silent/third
mortgage, which is forgiven over the term ofthe mortgage. The third mortgage is
a forgiven mortgage and requires a restrictive covenant.
o The second modgage is deferred, so payment isn't expected until 50 years or
transfer oftitle, whichever comes first.
. Habitat for Humanity begins by working with colleagues in the county housing
department to provide gap funding for affordability and look for assistance
through the SHIP program.
o Most, ifnot all, our families annually qualify for an impact-fee deferral.
o Habitat for Humanity hopes we can help lobby for an increase in the number of
developer-impact fee deferrals that can be deployed. Cunently, there's a
maximum of50 developer impact fees that can be issued to developers during
construction. They're transferred to a new buyer post-purchase, so we want to
increase that. There have been times that it's stymied us because we pull all 50
developer agreements and then we have a bit of lag time.
Planning Commissioner Shea asked how long the deferrals last and what happens when
that's no longer availablc to them?
Ms. Le{kow said the impact-fee deferral stays in place and is repaid at transfer oftitle. It
collects some interest over time, but it gets retumed to county coffers.
Ms. LeJkow continued her "Pathways to Afftrdability" presentation:
o The SHIP program cap is $50,000 per approved applicant.
o Because of the huge affordability gap, particularly at the lowest end of the income
spectrum, people making $30,000-50,000, Habitat hopes there will be an
opportunity to increase the amount of SHIP funds that can be deployed. She,
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Kristi and Don have been discussing that for some time.
There also are funds available through the Federal Home Loan Atlbrdable
Housing Program, in terms of the competitive program, which provides funding
for infrastructure when it's available and down-payment assistance for particular
home buyer segments. The restrictive covenant is deployed with those who
require a silent or third mortgage.
The second thing we do is fill in funding for those at the lowest income bracket
with SHIP down-payment assistance or new construction applicarions. We now
can access some home funds and that will help bridge that gap al the low end.
On a first mortgage, the maximum term is 38 years. Based on each family's
income, we tailor the mortgage term to keep the monthly payment affordable.
At the high end ofour income bracket, those people are capable ol- carrying the
entire first mortgage. For the lowest end, their first mortgage is srrall by
comparison.
Habitat for Humanity fill in the next block with deferred mortgages. For people
who need that assistance, we defer part oftheir mortgage for the 5o-year term or
transfer oftitle, so it would get repaid when the property is sold.
That funding never gets repaid if they remain in their home. For rhose buyers, we
deploy the restrictive covenant, which says any future sale ofthe home must be to
an income-qualified family making less than l20o/o of the area median income.
A critical palt ofour mission is generation of wealth, the key to hclping break the
cycle of poverty. We want to ensure there's an oppomrnity to access the equity in
a home, but we don't want it to be unbridled.
When we've deployed this assistance in the term ofa forgivable nrortgage, we cap
the equity or appraised value that can be pulled on second or future sales. This
also prolects our inventory in perperuiry.
Habitat for Humanity also build our homeowners/property owners associations by
embedding HOA fees within the mortgage, HOA governing documents and the
deed. That includes requiring units to be owner-occupied. This is relatively new.
She's sad they didn't do it fiom the beginning. We would have nrore inventory
today. Today, all homes are required to be owner-occupied.
Habitat for Humanity have unique items embedded in our mortgages that include
the requirement that nobody moves into a Habitat house unless they were on the
original application, adopted or born into the family, or have been approved
through our vetting process.
Habitat for Humanity have a unique clause that says any criminal activity or
conviction ofany household member would put that mortgage a1 risk of
foreclosure. We have the capacity to foreclose on homes in those cases and we've
only had to do that once.
Habitat for Humanity is nearing completion of Whitaker Woods. For the first time
in our 46-year history, we have three subdivisions under construction
simultaneously. Whitaker Woods is south of Davis Boulevard between Santa
Barbara Boulevard and County Bam Road. It's a multi-family dcvelopment.
All our neighborhoods are now multi-family. We haven't built single-family units
for some time in our quest to bring more families into home o\rrership.
125 homeowners will be living in Whitaker Woods by mid-summer. It's a two-
story townhome in a triplex,/quadruplex configuration.
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Packet Pg. 17 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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r Our second neighborhood is Songbird at Whippoorwill. We purchased the
property and paid for some of the infrastructure with a SHIP and a CDBG Home
Grant. It's offPine Ridge Road on Whippoorwill Lane and features 52 units in a
stacked condominium confi guration.
. This is our first stacked condo, two stories, unit over a unit, a design that's been
very well received. We're grateful for a partnership with (architect) Matt Kragh,
who designed the building. They're eight and 12-plexes, five buildings totaling 52
units.
o Habitat for Humanity just celebrated the dedication ofthe first l5 houses in
Kaicasa, our largest subdivision to date. It's on the south side of Immokalee, next
to Farm Workers' Village, south of Immokalee, just east of Ave Maria.
o It's a beautiful location for Ave Maria and Arthrex employees and Immokalee
employers and residents who work west ofthere in the county and city.
. Kaicasa features 281 homes with a two-story townhome design with garages
that's different from Whitaker Woods. It's a very contemporary design. We've
elected to use color in a unique way, so each building employs three colors, so it
makes a beautiful neighborhood, and has tumed out to be quite popular.
. The hardest thing we do is to name neighborhoods and streets. Kaicasa is two
languages for home. In Creole, Kai is home and in Spanish, casa is home.
Immokalee also means "my home."
Vice Chair Faron asked rvhat the biggest misconception is about what Habitat for
Humanity does, and horv does the current interest rate market affect what you're doing
relative to your cost ofcapital to be able to provide the first, second and third mortgages?
Vice Chair Faron asked ifthere are any supportive services or connections to support
services providers. She comes from a low-income housing tax credit background, where
it's hard to house people who come in with many social issues. The model works, but it's
on shaky financial ground, so how does Habitat connect to its providers?
[Commissioner Hall joined the meeting at 9:26 a.m.]
Ms. LeJkow responded:
o Habitat for Humanity provide some limited services primarily focused on
5
Ms. LeJkow responded that:
. There are so many m),ths about Habitat's work. The first is that Jimmy Carter
started Habitat for Humanity. Millard Fuller is our founder.
o The second myth is that we give homes away. The third is that we work with only
single parents, single moms, immigrants, name a population group, etc.
. Habitat for Humanity has a diverse population base. One of the beautiful things
about Habitat neighborhoods is how remarkably diverse they are.
o Another myth is that Habitat neighborhoods are full of criminals.
. Habitat for Humanity invest in a long-term relationship, so we stay in touch with
our families and we have homeowners associations. There are requirements and
we're very active in the HOA to ensure Habitat neighborhoods remain quality
neighborhoods into the fuh.re.
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Packet Pg. 18 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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education, pre-purchase and post-purchase.
There's ongoing work through homeowners associations and connectivity to
wraparound services, but we're primarily a referral agent. We're laser focused on
home ownership and building successful homeowners.
The interest rate market on our capital affects us. We don't charge interest and try
not to pay interest. Our Collier County financing model is largely dependent on
philanthropy, our largest income steam. (She provided the AHAC uith annual
reports).
Our second largest revenue stream is residents' monthly mortgage payments. We
sewice all our loans and have an active portfolio ofjust under 1,900 mortgages.
About 600 are satisfied. The majority oforiginal owners are still rn their homes,
so there's not a lot oftransition in and out ofhomes. It becomes a generational
homestead. The benefit is that they become property taxpayers.
Interest doesn't affect us the way it would a business. That's really borrowing
capital. We try not to borrow. We have a line of credit with our bank, but we try
not to access it because we don't want to pay interest.
One ofour other initiatives for income is to leverage our roughly S 130 million
mortgage portfolio. We leverage that by selling or assigning mongages to local
banking partners that need low-income loans to satisfu Community Reinvestme t
Act requirements. When the interest rate is low, they're better able to serve lower
income populations. When the interest rate is high, it's very diffioult, so it gives
us an opportunity to improve the relationship with our banking partners.
Chairman Hruby asked what Habitat's foreclosure rate is and why did you move away
from single-family homes on single lots into multi-family. Do you find it's beneficial?
Ms. LeJkow responded:
. Habitat for Humanity have a high rate of success and work hard ro ensure
homeowners are successful. One way is by asking homeowners ro make mortgage
payments in person, so we see families come to our office monthly and we know
them. We hear theirjoys, celebrations and academic successes.
. Moving from single family to multi-family: We've invested greatly in the design
and site planning to ensure the lessons leamed are deployed and that we're
building sustainable neighborhoods that work well and we have I product
desirable to not only Habiut buyers, but the neighborhood and comrnuniry.
o For 35 years, we built the same house over and over. Now we have a wider stable
of different designs, which provides flexibility.
. The flip side is that higher HOA fees put a downward pressure on the first
mortgage, so when you're talking about fee simple, none ofthat comes into play.
Now we have a deeper budget and that puts a little downward prcssure on our
capacity to fill out a first mortgage.
Chairman Hruby commended Habitat for moving in that direction. This county has
been single-family oriented county. At most multifamily forums, Habitat is held up as an
example of multifamily home ownership, which is a best practice arourd the country.
He's glad to see Habitat is successful with it.
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Packet Pg. 19 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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Ms. LeJkow responded:
o The costs of building multifamily homes adds challenges. We can't use volunteers
in the same way that we can when building a single-family stick home, but we
know it's the right thing to do.
. The model ofaccess to affordability is the only way we're able to cover
increasing costs. Rising costs are our greatest challenge, the rising cost of land,
competition for land, and the cost of infrastructure has exponentially gone beyond
our strategic plan, even with inflators in place as we budget for the future.
o Habitat for Humanity is working on the neighborhood of Majestic Place. Two
years ago, we did budgeting for Majestic. We talked to subcontractor partners and
had an idea about infrastructure costs based on their early estimates, a roughly $5
million dollar investment. Eleven months later. we went out to bid and bids came
in at $12 million. so we've never seen this kind of inflation and costs.
Planning Commissioner Shea asked what percentage of Habitat's labor is volunteer
versus contract. Everybody sees pictures ofvolunteers putting a house up in a weekend
but it's al1 volunteer labor. That's a different model for vou here.
Ms. LeJkow responded:
e We have a huge volunteer corps of 2,000 people who will come day in, day out
to volunteer and all our approved applicants are volunteers and put in their sweat
equity.
o Our own labor, as we invest in the oversight of construction and helping
volunteers to build and deploy our own labor force, costs us about $18,000 a
unit.
. Habitat estimate the savings ofwhat we'd have to pay subcontractors, based on
our volunteer corps, saves us about $20,000 a unit.
Mr. Lyon said the AHAC is passionate about affordable housing. As individuals or a
group, what would be our call to action from you? How can we help?
Ms. LeJkow responded:
. You're all essential as we continue to find ways to purchase land and go through
zoning and permifting processes.
. Your support is critical as we go before the Board of County Commissioners so
she's grateful for that.
o Understanding the model, history and legacy is important. Habitat for Humanity
got a long track record of success that we need to build on and ensure we're
continually aware ofother opportunities or partnerships that can be forged, ways
we can move forward and increase our ability to serve this community and
ensure our workforce is safely and affordably housed here to create long-term
stability.
Commissioner Hall asked how Habitat is handling thc insurancc challengc and how they
handle insurance for multifamily homes and HOAs:
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Packet Pg. 20 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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Ms, LeJkow responded:
. Every homeowner has insurance. Habitat for Humanity requires that as the
lender.
o The insurance challenges today are huge, so we assist families through
education. We continually offer education classes on insurance. cncouraging
them to bid out their insurance, get new quotes and to talk to other insurance
companies.
. Habitat for Humanity make sure they're aware of what's causing insurance rates
to rise, whether it's an aging roof, which used to be 20 years anrl now is 10 years,
or making sure their credit rate credit rating is healthy, which insurance
companies look at.
. Multifamily construction is new enough that we haven't seen large increases.
Those homes have relatively new roofs, so we don't have aging homes, but it
wilI come.
o In a condominium association, those items are managed by the t{OA and the
HOA budget must respond.
Casa San Juan Diego Update, National Development of America (J. Raymond)
Mr. Raymond told the AHAC:
o National Development of America is a Fort Myers-based affordable housing
developer and have six projects under construction in Southwest Florida.
o We have three others about to start in Louisiana and Texas, but our focus is the
Southwest Florida market.
o San Juan Diego is in a similar situation with the diocese. It's adjacent to Our Lady
of Guadalupe Church in Immokalee. They own l0 acres immediately to the west
of the parish that we have now.
o We secured funding through Florida Housing, which the BCC approved in
December. We have one year to retum to the BCC for closing. Closing generally
follows about 90 days later, so we have a Q1 2025 closing.
o John Raymond plamed to bring in renderings, the site plan and other items, but
we made some modifications, so he didn't want to present a pla:r that will change.
He'd like to retum to the AHAC in two months once it's formalized.
o National Development of America had more meetings with the county, so it's
more ofa tangible product.
o (He showed photos ofSt. Peter Claver Place Apartments, a 136-unit affordable-
housing development in Fort Myers now under construction.o National Development of America has approval now in Immokalee and we'll be
building three-story construction. St. Peter is a two-story building but that's what
we're basing it on.
o Everything is concrete-block construction, hollow-core plank, irlpact windows.
We don't build stick here due to hurricanes and termites.. Boston Avenue in Immokalee is a gravel road with significant potholes and is
almost impassable. That road will be improved and there will be sidewalks
heading out and connecting us to the main community.
li
Ms. Lefkow thanked the AHAC for their work, leadership and for being a partner.
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Packet Pg. 21 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
January 16, 2024
5
Chairman Hrubr. asked him to explain the funding stack.
Mr, Rqtmond responded:
. National Development of America has 47o taxes and bonds, SAIL (State
Apartment Incentive Loan program) funds from the state and received $37,500
from Collier County.
. We'll also have a first mortgage. The sizing is dependent on that.o At St. Peter, we funded that project in fall 2020 and through the closing process
under a process for Florida Housing and then construction. With inflation, we
originally underwrote $800 per unit for insurance, but we'll be permitting in the
next 90 days and it's now between $2,000 and $2,500 per unit.
. There's been a 30-35% increase yearly for the last four or five years, so it causes
some instability on the funding side, but construction costs and rates have
stabilized. As we work through meetings and get our site plan developed, we'll
have a better idea ofcosts.
o . National Development of America also submitted their pre-application for the
2024 fre management grant cycle.
Mr. Raymond thankcd the AHAC and said wc'll be back as the matcrials get morc
tangible.
PUBLIC COMMENT
(No public speakers)
DISCUSSION ITEMS
(None)
[Ms. Waller joined the meeting at 9:45 a.m.]
7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS
a. DSAC Update (H. Roberts)
Ms. Roberts said there was no January DSAC meeting.
b. Surtax Committee Results (C. Giblin)
Mr. Giblin reported that the Infrastructue Surtax Citizen Oversight Committee met last
Thursday and approved McDowell's project, Ekos on Collier, to go to the Board of
Counry Commissioners. The Habitat project, Town of Big Cypress, was continued.
c. 2024 AHAC Meeting Schedule (C. Giblin)
Mr. Giblin told the AHAC:
o Meetings will be scheduled every other month in 2024 and ifthere is a packed
agenda or something that can't wait, staff will schedule a special meeting during
altemate months.
r The calendar in the agenda packet shows the meetings on the third Tuesday ofthe
month
o Full committee participation is expected at these meetings.
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Packet Pg. 22 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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Chairman Hruby asked if he'd still meet with him to have their bricf discussions on the
alternate dates.
Mr. Giblin said yes and if there's anything pressing, staff could have a firllow-up
meeting in the sunshine.
Ms. Harrington said AHAC also needs to consider the timing of the sunax committee
meetings, which are able to coincide with the surtax committee, so if anything is brought
to the AHAC, they'd see it before it goes to lhe surtax committee.
Chairman Hruby said that's good because we want to make recommentlations.
Vice Chair Faron wanted to ensure they meet every other month, and as needed and
requested to have a date pending for the incentive strategies report to ensLrre completion
in June. Last year, this was approved in November to give to the BCC in l)ecember.
Suggested this be reviewed and completed by the September meeting so as to have the
draft distributed and ensure people had time to review it.
A discussion ensued and the following points were made:
o Staffbrought the report to the AHAC three times last year during three
consecutive msetings, once with a very rough draft, once after thc AHAC's
collaboration and again with a final report.
. Staff could bring the strategy reporl to the AHAC in September as a drafl, so it
could be finalized in November.
o There would be enough time for everyone to review it on their orvn after the
meeting.
Mr. Buntzman said the InTmokalee CRA asked when the next sufley ol apartment
occupancies will come out.
Mr. Giblin said staff is working on it now and it should be done by the end of January.
Commissioner Hall suggested the AHAC eventually switch to quarterl) meetings.
Chairman Hruby said they're working toward that but have too much activity going on
now.
d. CIIS-Quest Contract Update (requested by M. Waller)
Ms. Sonntag reported that:
. The agenda packet contains the most recent flyer completed by Quest. It's for the
rehabilitation program, which is open to all county single-family homeowners, as
well as those who rent or own a condominium or townhouse.
o If someone needs a roof and they fall below ).20% AMl, we allocated $1.2 million
to our reroofproject and have $500,000 allocated to rehabilitation.
o If someone has flooring that's a trip-hazard, CHS will replace their damaged
flooring. Ifcabinets are falling offa wal1, CHS will replace cabinets. The program
does nothing cosmetic.
o An independent contractor assesses the entire properry, looks for issues and
provides CHS with a repoft and then the work is bid out.
o Quest also does press releases, most recently for the gmnt application, and all the
e-mail blasts to the non-profits and anybody on the list who's interested in
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Packet Pg. 23 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Januarv I6. 2024
applying for grants.
Quest always maintains our website, www.colliercountyhousing.com.
Chairman Hruby asked ifthose effons resulted in a broader group ofapplicants
applying for grants.
Ms. Sonntag said staff do get a broader group of applicants. Can the AHAC elect
someone to sit on the (Community & Human Services Grants) Review & Ranking
Committee for March? It would be helpful if you did that today.
Ms. Roberts asked her to explain what the Review & Ranking Committee does.
M* Sonntag responded:
. It reviews all grant applications that come in each year.
. The application cycle has now opened and is in the pre-application cycle.
o Anybody interested in applying for Community Development Block Grant, SHIP,
Emergency Solutions (RUSH/Rapid Unsheltered Survivor Housing), or home
funding through the county goes through that cycle.
o Everyone who sits on the committee has to read all the grant applications and
score them.
o It's usually a full day of reviews and the Review & Ranking Committee
completes its list of selected projects.
o It then goes to the county manager, who reviews it and sends it to the BCC for
final approval.
Ms. Roberts nominated Mary Waller
Ms. Roberts asked if she could provide Ms. Sonntag with a list of the HR contacts for
the county's top employers or largest employers to add to Quest's email blast distribution
Iist. It would be helpful, even for an applicant pool.
Ms. Sonntag said send her a list and she'll give it to Quest for an e-mail blast.
Chairman Hruby asked when Quest's contract ends.
Ms. Sonntag said she believes it will go out to bid in May. We're preparing the
solic:itation now. It's for a five-year cycle.
Ms. Waller asked if Quest did apress release for Ekos on Santa Barbara's ribbon-cutting
ceremony last week.
Ms. Sonntag said Quest didn't. The county put it on its Facebook page.
Ms. Waller said it would have been nice if Quest sent one. The ribbon-cutting was the
first thing rhat got everyone moving in the same direction. Cormac gave a great speech,
Commissioner Hall gave a rip-roaring speech and it was nice to hear a tenant speak.
11
Chairman Hruby said he was on the committee and worked with staff, but there was no
rigorous process back then. It's now a robust and fair process, a best practice. He asked if
Mary was interested in sitting on it again.
Ms. Waller ollered ro do it again.
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Packet Pg. 24 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
-lanuar_r, 16, 2024
e. Upcoming Public Meetings (C. Giblin)
Mr. Giblin provided a list of meetings:
o There are no upcoming Neighborhood Information Meetings for affordable-
housing projects currently scheduled.
. Going before the BCC next Tuesday, Jan. 23, is the Mattson (at Yanderbilt) PLID,
a 150-unit apartment complex offAnderson Road, with 30% ofthe units as
affordable rentals at 80% and 100% ofthe AMI. That was appror ed by the
Planning Commission.
. JLM Living is a proposed development off Immokalee Road that rvas approved
by the Planning Commission at its last meeting. It's not a Live Local Act project.
It's 305 rental units, 92 of which will be affordable at 180% AML IT goes to the
BCC on Feb. 27. What's unique is it's a rental development, but it's all detached
or attached single-family units, so it's horizontal.
o Fiddler's Creek Section 29 PUD and PUD Amendment. Fiddler's Creek wants to
add 750 units, including 150 affordable rentals.
. The ribbon-cutting was held last week for the McDowell project on Santa
Barbara.
Chairman Hruby said many people asked him how they could rent there. It's a great
testament to the fact that affordable housing does not have a stigma to it.
A discussion ensued and the following points were made:o The location is on Santa Barbara Boulevard between Radio Road and Davis
Boulevard.
o It was surplus county-owned land. A few years ago, the county decided to help
solve the affordable-housing issue and put it out for bid so develrpers could build
something affordable.
o The entire process took seven years
Mr. Bosi provided information on the Mattson pruject:
. When it goes to the BCC on Jan. 23, it will be a summary item that will be
approved unless someone pulls it from the consent agenda.
. JLM East, an affordable housing project that was just heard by the Planning
Commission, had some opposition, so it's not going to be a sumrnary item. That
will be on the BCC's Feb. 27 agenda.. Ifanyone wants to go speak and advocate for the affordable-housing program, it
would be appreciated.
8. NEWBUSINESS
a. Live Local Act Forum Update (S. Hruby)
Chairman Hruby told the AHAC:
. Last summer, after the Live Local Act was signed, the AHAC directed staff to
create a forum to bring together stakeholders in the public and private sector to
tell the AHAC about the act's opportunities and obstacles.
. The county was understaffed and creating the forum would be difficult, so as the
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Packet Pg. 25 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Januarl 16. 2024
Housing Alliance chair, Chairman Hruby offered the alliance as a sponsor and to
provide the review.
The program is outlined and put together. Michael Puchalla was exccutive
director and I worked with him and others to put guidelines together.
It's the third week of March
Ms, Waller asked about the bill to amend the Live Local Act and whether that will be
incoryorated into the presentation.
Chairman Hruby said confirmed the bill would be.
Chairman Hruby told the AHAC:
. There's a lot ofinterest and attention on that. He was interviewed by Fox 4 last
week on the changes. Fox 4 wanted to know the local implication, ifthey were
serious and if it would hold up the program.
o There's attention on those changes due to zoning issues.
. They're reeling in the 1-mile radius to three-quarters ofa mile around the project.
o There's a height restriction now. Ifyou were between a 3-story building on either
side ofyour property, even though you could build to seven or eight stories, you
can only build 125oA of the height ofthe building next to you.
o They've taken industrial property out olthe mix, so it's now only commercial and
mixed-use.
. They're providing guidance on how properly appraisers will implement the real-
estate tax rate.
Commissioner Hall said they're common-sense changes.
Chairman Hruby agreed they're common-sense changes. Most of them, from an urban
design standpoint, are positive.
Ms. Waller said it's a compilation of what everyone complained about. They're fixing
the flaws that were there, those that were overlooked or didn't come out like they wanted
It's a big overhaul.
Chairman Hruby said the one that's still vague is that the original legislation said "the
maximum density within your jurisdiction." Now they're saying that excludes any
variances or special purposes. It does not define if something changed, ifa PIJD is
incorporated, or ifyou have PuDs or zones. Ifyou change zoning in an area, you have a
much larger zoning there that exceeds your normal high densities. There's still
clarification needed. He and Michael have discussed how we can get a clarification
before March to see if we can get that in the discussion.
Commissioner Hall asked Mr. Bosi how many Live Local Applications there were.
Mr. Bosi responded:
o Received a number ofinquiries.
o The most limiting factor is the language that says "the most similar zoning district
within the jurisdiction."
. The most similar zoning district from a multi-family standpoint is our Residential
Multi-Family l6 Zoning District. The problem is that it has a development
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Packet Pg. 26 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Ianuary 16,2024
standard that says that your front-yard setback is halfthe height o1'your building
A lot ofthese parcels they've inquired about are shallower parcels, meaning the
height they can attain, half the height ofthe building development standard, is
pretty limiting.
Several projects sought Zoning Verification Letters, but only one project
indicated continuing to a Site-Development Plan.
It sounds like the changes they're making are even more timiting. so unsure how
the potential changes will have a positive effect in terms of more utilization in
Collier County.
Because ofthe way the statutes are struchred, we're applying a dcvelopment
standard that's somewhat limiting for these projecls to move fom ard.
It's created an environment in which not as many projects as anticrpated will be
associated with the Live Local Act opporrunity.
Chairman Hruby said that's pafi ofgetting together to identifu whcre those are to see if
there's any way to make it more flexible. That's the intention and what u,e're looking for.
Mr. Bosi said request would have to go to the Board of County Commissioners, to ask
them to modify development standards to make it easier for a project to go forward so
you can skip the public-hearing process. He's not sure how the Board ofCounty
Commissioners will feel about that prospect.
Chairman Hruby said we could at least identify problems.
Mr. Giblin told the AHAC:
o He and Mike Puchalla have had informal fact-finding meetings u'ith about a half-
dozen proposed developments. Of those, about a handful have submitted a site
plan application, maybe two or three.
o They've had their pre-application meeting and gotten all the requirements
regurgitated to them, and none have submitted their first applications.o It's like trying to put a square house in a round commercial box.
. They come in and say we need relief on the parking requirement. a setback or a
preserue. You can get that relief, but you have to open up a public land-use action
and you negate the impact of the Live Local Act.
b. 2024 Workplan (J. Faron)
Vice Chair Faron reported that:
o lt's the beginning of the year and everybody's getting geared up, so it's impotant
to discuss what we plan to do this year, particularly because we're meeting every
other month.
o We put something together nearly a year ago and talked about thc AHAC's
purpose. Is it exclusively to prove the extent of the strategy repofi or are there
other things we can do?
o The outcome was a work plan the subcommittee put together to define what we
do at every meeting and in between meetings.
o She comes fiom a background of"you plan the work, and you rvork the plan," so
she wanted to discuss how we think the year will look. She doesn't want to create
a burden, but it's important to direct what we do.
. At the end of the year, particularly with the Board of County Commissioners, we
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Packet Pg. 27 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
January 16,2024
There being no further business for the good ofthe county, the meeting was
adjourned by the order of the chair at l0: 19 a.m,
AFFO
These minutes were opprougd by the
(check one) os presented Y-, o,' --r'\
an
3/tq 1.4utmmillee on
as amended _,
RCO
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Packet Pg. 28 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Febluary 20, 2024
MINUTES OF THE COLLIER COLTNTY
AFFORDABLE HOUSING ADVISORY SUBCOMMITTEE
Naples, Florida, F ebruary 20,2024
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 Counry Growth Management Community Development
Department Building, Conference Room #609/610, 2800 Horseshoe Drive N., Naples, Florida,
with the following members present:
Chair: Jennifer Faron (excused)
Acting Chair: Mary Waller
Hannah Roberts
Planning Commissioner Paul Shea
Countv Staff \{embers Present:
Cormac Giblin, Dir., Housing Policy & Economic Development, GMCD
Sarah Harington, Planning Manager, Housing Policy & Economic Development, GMCD
Derek Perry, Assistant County Attomey
Julie Chardon, Ops Support Specialist II, GMCD
Mike Bosi, Director, Zoning & Planning Department, GMCD
David Merino, Management Analyst I, GMCD
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Packet Pg. 29 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
i'ebruary 20, 2024
1
Any persons in need ofa verbatim record of the meeting may request a cop!' ofthe audio
rccording fron, the Collier Counly Growth Management DeparlmefiL
CALL TO ORDER& PLEDGE OF ALLEGIANCE
Mr. Giblin called the meeting to order at 9 a.m- and the committee recited the Pledge of
Allegiance.
2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF
Mr. Giblin called the roll call. A quorum of three was present. The agenda is to discuss the
AHAC's workplan and incentive strategies and how they relate to the Incentive Strategies
Report. The subcommittee determined a temporary chair to run this mecling because the
subcommittee's standing chair, Jennifer Faron, is unable to attend. (The committee
skipped to 3.b.)
3. APPROVALOFAGENDA
a. Approval of today's agenda
Ms Roberts made a motion to accept the agenda- Second by Planning ( ommissioner
Shea The motion passed unanimously, 3-0.
INFOR\LA.TIONAL ITEMS AND PRESENTATION
(None)
PUBLIC CONIME]{T
(No public speakcrs)
6. DISCUSSION ITEMS
(None)
7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS
a. AIIAC Workplan Draft (S. Harrington)
b. 2023 State Housing Initiatives Partnership (SHIP) Incentive Strategies Report
(C. Giblin)
Mr. Giblin explained the Workplan and Incentives Strategies Report:
. Some new AHAC members were looking for the purpose of the AFIAC and a
greater understanding ofwhat it works on a yearly basis to include documentation
and measurable objectives.
o The Incentives Report was brought back to the AHAC a few times last year with
updates.
o The Ilcentive Strategies Report is the only starutorily required function of the
AHAC, to prepare this report, get it approved by the Board ofCounty
Commissioners and sent to Tallahassee to ensure completion.
4
5
2
b. Selection ofa Temporary Chair
Planning Commissioner Shea made a motion to nominate Mary lValler as the temporary
chair. Second by Ms. Roberts. The motion passed unanimously, 3-0.
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Packet Pg. 30 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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There are sections in the report for local AHACs to come up with other ideas
they'd like to pursue and provide updates to their boards and the state.
The Incentive Strategies Report takes time to complete to ensure the required
template is followed and provided to the Board of County Commissioners
As AHAC started working on the report, AHAC found a tremendous amount of
overlap between the Incentive Strategies Report and the AHAC workplan
It's stafls recommendation that the subcommittee review both documents and see
if there are items in the workplan that the AHAC wants to add into the Incentives
Strategies Report.
Acting Chair Waller agreed there were duplicates and it doesn't eliminate things that we
have already done and taken care of. Having two separate documents for the same thing
is redundant.
Mr. Giblin rcported that:
o The Incentive Strategies Report is due to the state by December 3l't each year. To
make that deadline, the AHAC starts working on the plan fairly early so it can
work on it throughout the year to get it ready for the Board ofCounty
Commissioners and then the state.
. At the May AHAC meeting, staff will present the Incentive Strategies Report and
discuss what items the AIIAC would like added, deleted, amended or updated.
o At the July meeting, staff will present a first draft of the Incentive Strategies
Report.
. In September, staff will bring a final draft.
. The load date to get it to the Board of County Commissioners' November l2th
meeting is October 8, so at the AHAC's September l7s meeting, AHAC will
review a final draft and possibly add final thoughts that could be incorporated by
October 86 for staff to load into the county's agenda system so the item can be
heard by the BCC on November l2'h.
. There's only one BCC meeting in November and December, so staff will shoot
for the November 12'h board meeting in case something happened and it's pushed
to the December meeting.
o The December 3l'! deadline is a hard-and-fast date, so staff envisions this report
will be reviewed by the AHAC at every meeting as we continue to format it and
get it ready to go to the state by the end ofthe year.
A discussion ensued about the difference between the workplan tnd Incentive
Strategies Repon and the subcommittee decided to go over the dilferences and
determine what should he added to the Incentive Strategies Report
Ms. Harrington told the subcommittee:
o The Incentives Strategies Report is a template provided by the state, so the
formatting is different from the workplan.
o Items in the Incentives Strategies Report are required by the state.
. If AHAC wants to add items from the workplan to the report, it could make the
report more robust.
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Packet Pg. 31 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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A discussion ensued over h,hat's an important AHAC function and which items to add
to the Incentive Strategies Report:
. Going to Neighborhood Information Meetings does not need to bc added because
AHAC can't speak at a developer's NIM, but can attend them.
o It's more important to go to Planning Commission hearings.
. You're attending as yourself, not representing the AHAC's position, unless
there's been a vote.
. If the AIIAC supported it, you could state that. AHAC members can say these are
your personal opinions.
o Mr. Bosi noted it's best when there's a formal vote and you can say it received
support.
. Mr. Giblin noted that items l-4 are under "promote," meaning thc AIIAC will
seek to promote substantive and impactful policies and programs through active
participation and engagement in the community.
o Ms. Hanington suggested incorporating that into the Incentives Strategies Report
under Recommendation No. 3, where it says, "The AIIAC established the
development of a work plan matrix to identily actions, time fiames and outcome
goals for its ongoing efforts." You could have a section saying "prornote" and list
items, such as publicly speaking and attending hearings.
A discussion ensued over incorporuting items into the Incentives Strategies Report
Michael Puchalla, head of the newly formed Housing Alliance Inc, told the AHAC:
o There may be some overlap with the alliance and the AHAC, espccially
promotion of affordable housing within the communi4,.
o THA already is having major conversations with employers, including Collier
County Public Schools, the Greater Naples Chamber of Commerce and NCH.
. THA started doing workforce housing surveys to identifu their groups'needs and
how employees can qualiff for a more sustainable rental or home-ownership
opportunities.
. THA can help the AHAC fill in some of those gaps and could provide a report to
the AHAC.
o Through the Land Trust, THA is also working with developers ro try to move
forward with whatever incentives the community has available at the local, state
and federal level.
o THA can help the community understand where units are, who can provide units,
where incentives are and how to acquire them.
o This will be done under the Housing Navigator program, which will help solve
some housing-affordability challenges.o Michael doesn't want the AHAC to duplicate what the alliance is doing if we're
already working on a similar path and there's alignment.
Planning Commissioner Shea said it would be nice if Mr. Puchalla could provide a
status report at AHAC meetings and tell us where we can help.
Mr. Puchalla said that's what he was thinking and the AHAC may be able to provide
assistance or support.
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Packet Pg. 32 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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Further discussion ensued ovet what to usefrom the workplan in the Incentive
Strategies Repoft and Ms. Harrington incorporated those ideas into the reporL
After a discussion, the following were added to the Ince tive Stategies Report:
I Count) staff will update the AHAC about current legislation. The AHAC will
review projects at its meetings.
. Impact fees will fall under state-required incentives
Mr. Giblin told the AHAC:
o The Quarterly Apartment Survey was completed in late January.
o The January 2024 apartment survey on CHS's website replaces the old version.
o Moving forward, staff hopes to complete the apartment survey at least twice a
year. This is on the agenda for the next AHAC meeting.
. That survey will fall under education and outreach in the report. It's a snapshot in
time ofall rental developments in the county, how many units are available and
what current rents are.
Acting Chair Waller told the AHAC and stalf:
o Is there any way we can get a regular list ofapproved projects so we can gauge
how many more available rentals there will be?
o These are the rental units in process, which would show how many more units
there will be at the end ofthe year or when the project will be complete.
Mr. Giblin showed the AHAC a spreadsheet dating to 2017:
o This shows every development that's been approved that contains an affordability
commitment of some type.
. Some are 30% affordable, 100% affordable, 10% affordable.
. It shows which were approved, which are active, and open and active.
o Bembridge is active and open, while some are active and undff development.
. Staff can provide that to the AHAC at the next meeting.
o Since 201 7, there have been over 4,500 affordable units committed in Collier
County, about 23.7o/o of all developments.
. Some won't be built for l0 years or more.
Acting Chair Waller said that's good information.
Mr. Giblin said staff can provide this as a regular update. Some developers may not
move forward, but the restriction still remains on the property, unless the board removes
it. CHS recently started publishing its monitoring repons and letters on its website to be
transparent.
Ms. Roberts asked if everything from the workplan will be put into the Incentives
Strategies Report.
Mr. Giblin said everything will be moved. Most of it was already in there, except we
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Packet Pg. 33 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
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need to add an education and outreach piece in the incentive plan.
Action ltem: Mr. Giblin will provide the 2017 spreadsheet showins qU affaldsble
housing proiects to the AHAC at its March meertng. The report will be presented as 4J1
update at all full AHAC meetings.
A discussion ensued and the following points werc made:
o It's everyone'sjob, including AIIAC members, to do education and outreach
about affordable housing.
. Too many people and groups were speaking about affordable housing in the
community and the facts didn't always match so staff created thc lact sheet,
compiled from the 201 7 spreadsheet and other information, to provide
consistency and credibility. Members found the housing facts helpful.AILAC
needs an elevator pitch, something to say to people.
o Stafflooked at every development, regardless of affordability, that was approved
in calendar year 2023.
o Staff can provide the AHAC with an official policy statement so .AIIAC members
can speak as the AHAC.
. AHAC should show some success stories.
Ms. Harrington said for the March AIIAC meeting, staffwill incorporate feedback
received fiom today's meeting about items to keep and incorporate from the work plan
into the incentives report, then bring the Incentives Strategies Repoft to rhe full AHAC in
May.
Action ltem: Staff will incoroorate items fiont the workolan into the Incentives
Strategies Report and bring it back to the full AHAC for review and discussiott.
Action Item: Staff will create oolicr statement cheat sheet for AHAC nembers.
Planning Commissioner Shea asked if staff would be reporting the results of the
subcommittee meeting.
NIr. Giblin said staff will givc a subcommittee updatc on migrating itenrs from the
rvorkplan that u,ere not in the Incentive Strategies Report.
NEW BUSINESS
(Nonc)
9. AD.IOURII
Ms. Roberts made a morton a adjourn lhe meeting. Second by Plannhtg Commissioner
Shea The motion passed unanimously, j-0.
8
6
rO. NEXT MEETING DATE
9 a.m. March 19,2024
Conference Room 609/610
Growth Management Community Development Department
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Packet Pg. 34 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
February 20,2024
There being no further business for the good of the county, the meeting was
adjourned by the order of the chair at 10:19 a.m.
COLLIER COUNTY
AFFORDABLE HOUSING
ADVISORY SUBCOMMITTEE
These minutes were approved by the committee on
(check one) as presented_X?, or as amended
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Packet Pg. 35 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
SHIP lncentive Stratesies Report 2024 Timeline
February 20 - AHAC Subcommittee Meeting: Layout lncentive Strategies Report schedule
March 19 - AHAC Meeting: Layout lncentive Strategies Report schedule to AHAC
May 21- AHAC Meeting: Bring 2023 lncentive Strategies Report to AHAC
July 15 - AHAC Meeting: Bring 202 4 First Droft lncenlive Strategies Report to AHAC
September 7 - AHAC Meeting: Review/Approvol of lncentive Strategies Repod
October 8 - Staff Deadline to Upload lncentive Strategies Report into County's Agenda system for Nov.
12 BCC Meeting
November 12 - BCC Meeting Approval of lncentive Strategies Report
December 31-lncentive Strategies Report Due to State
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Packet Pg. 36 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Collier County Community and Human Services Division
Quarterly Rental Apartm€nt Inventory Survey January, 2024***lnformation deemed reliable at time but should be inde ndent verified**
v4l'll.fuMr:*e.rGdrd
bilgt0rI 1,5rl!6.nua,$a
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Packet Pg. 37 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
collier County Community and Human services Division
Quarterly Rental Apartment lnventory Survey lanuary, 2024
***lnformation deemed reliable at time but should be inde endentl verif ied + " M&m,EoruiH); Mai5. tu.kil
1L4 439
I'
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0
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Packet Pg. 38 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Jan 2024 Apartment Survey Fact Sheet
Not including Immokalcc
o The Median Rent for 1 bedroom decreased by 2.8% (S1,953 to 51,898)
o The Median Rent for 2 bedrooms decreased by 3.4% (52,380 to 52,300)
. The Median Rent for 3 bedrooms decreased by 6-3% (52,855 to 52,680)
. Occupancy rate dropped to 97.9%ftom 9A3%.fhis is the first drop since July 2022.
. ln the VLI section (Very Low-lncome) There are two units available. This section grew from two
applicable apartment complexes offering rent within the HUD rent limits to four.
. ln the Ll section (Low-lncome) There are no units available. This section stayed the same, from
2023, at 16 apartment complexes offering rent within the HUD rent limits.
. ln the Mlsection (Moderate lncome) There are 385 units available. This section increased, from
2023, ftom 19 apartment complexes offering rent within the H U D rent limits to 34 apartment
complexes.
. Market rate apartments decreased in units available from 439 to 314.
. Apartments underway are labeled as 'under development.' A total of 8 will be online in the
future.
Immokalee
. The Median Rent for 1 bedroom increased L7 .6"/" $644 to 5768\
. The Median Rent for 2 bedrooms increased 24.9% (5781 to 51,003)
. The Median Rent for 3 bedrooms increased 23.6% (5870 to S1,100)
. lnventory of apartments rose from 916 to 1,454. A difference of 538 units.
. occupancy rate stayed relativity the same,99.6% from 99.5%in 2023.
. ln the VLI section (Very Low-lncome) There are 6 units available. This section decreased from 16
applicable apartment complexes offering rent within the HUD rent limits to 12.
. ln the Ll section (Low-lncome) There are no units available. This is the first time since October
2O21that apartment complexes moved into this section. 6 apartment complexes are offering
rent within the HUD rent limits.
APARTMENT SURVEY FACT SHEET I 2024
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Packet Pg. 39 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
collier county Developments Approved With Affordable Units Since 2017
51,123
couahdde $:dows (M 4)
3e.b, d3.. rhe N3rmonyon sanc sarbaGlfrot
2421
Am.r,n.. brito^padmentslFio )
18,955 4,5i2 23-/a
I s,.,,,
4oo I
717
215
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Packet Pg. 40 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
ExpoHousing
offered bg...HELP
Date: Saturda y, April 6,2024
HOUSING. EDUCATION. LENDING PROCRAMS
NAPLES AREA SOARO OF REALTORS'
Join us for refreshments, networking and conversation regarding
Pre-Purchase Education, Housing 0pportunities, & Down
Payment assistance. Come see what Iocal lenders have to offer
you.
239-434-2397 x.200
riduhelp.org
To er,
1i rh
r I tS oc(}t)
I eocZe1aNZom@G
I
HELp is a HUD-approved nonprofit local housing counseling agency. Programs, producsaorjgryigg^s,ar9 not.endorsed or recom-
rirLnaed by M.t-.s. of Naples, Inc. or by the Naples Area Board of REALToRS@ (NABOR)'
Free 2024
SNABORTime: 8:30 a.m. - 1,1:45 a.m.
Where: Naples Area Board of Realtors (NABOR)
!455 Pine Ridge Rd, Naples, FL 34109
Realtors interested in learning more about housing affordability
programs and options are welcome.
www.
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Packet Pg. 41 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)
Presentation Sch ed u le:
8:3oam - 9:OOam: Registration & Networking
9:00am - 9:45am: Pre-Purchase Education &
Houslng Opportunities
10:00am - 10:45am State & Local Downpayment
assistance programs including SHIP, HOME,
Florida Bond, & Hometown Heroes
1f00am- tL; 5lam: Realtors What you need to l<now regarding
access to housing affordability programs and options .
We will provide a CommuniA Update on The HousingAlliance
initiative startingat 72:OO pm.
Thank you to our event host, Nuples Area Board of Realtors!
HELP
320O Bailey Ln, Ste 109
Naples, F134105
Phone: 239-4{}+2397
Fax 88&900€063
www.floridahelp.org
HELP exists to ptomote
h ome ownership oppotuni ties
and linancial stength thtough
education and counseling.
E0uAt H0uslL
OPPORTUIIITY
HELP is a HUD-approved nonprofit local housing counseling agency. Programs, products, or ser\ ices are not endoned or recom-
mendedbyM.L.S. of Naples, Inc. orbyrheNaples Area Board ofREALTORSa{ (-\ABOR").
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Packet Pg. 42 Attachment: March 19, 2024 Final AHAC Agenda Packet (29043 : AHAC- March 19, 2024)