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Agenda 08/13/2024 Item #11A (Agreement between Collier County and Renaissance Hall at Old Course, LLC Phase 1 to further affordable housing through Grant from US Treasury)08/13/2024 EXECUTIVE SUMMARY Recommendation to approve and authorize the Chairman to sign two (2) agreements between Collier County and Renaissance Hall at Old Course, LLC. 1) Agreement ARP21 -24 for $8,916,402.76 for pre- development and construction, 2) Agreement ARP21-25 in the amount of $1,130,551 for impact fees associated with Phase I to further affordable housing initiatives provided through a grant from the U.S. Department of the Treasury, State and Local Fiscal Recovery Funds. (Housing Grants Fund 1835, Project 33765) OBJECTIVE: To assist the Renaissance Hall at Old Course, LLC affordable housing project. CONSIDERATIONS: Federal State and Local Fiscal Recovery Funds The Consolidated Appropriations Act of 2021 (American Rescue Plan) included a $900 billion relief package that made funds available for a variety of uses for state and local governments. Included in the legislation was a $350 billion State and Local Fiscal Recovery Fund (“SLFRF”), of which Collier County has received an allocation of $74,762,701. On June 9, 2021, the County entered into an Agreement with the United States Department of the Treasury for a grant to execute and implement this funding. Grant Agreements In Phase I of the project, Renaissance Hall at Old Course, LLC ("Developer") has agreed to develop up to 252 new units of affordable workforce housing on the Golden Gate Golf Course property. The attached SLFRF agreements allocate a portion of the SLFRF grant funds to the Developer to support the project and outline the terms and conditions related to the appropriation and use of these funds. SLFRF Agreement #ARP21-24 in the amount of $8,916,402.76 will be used to support pre-development and construction costs, and SLFRF Agreement #ARP21-25 in the amount of $1,130,551 will be used to support impact fees. These grants run concurrently through, as imposed by, the approved 99-year revised Collier County Standard Form Long-Term Ground Lease (Phase I), entered into on March 26, 2024, Agenda Item #11.A. Based on information provided by the Developer, Staff has determined that they are qualified to receive these grants. Project History This Project has a long history. In summary: 1. On December 13, 2019, the Procurement Services Division publicly issued a notice of Invitation to Negotiate (ITN) #20-7698 to provide a housing and land development component for workforce housing and rental rates equivalent to 30-80% area median income at the former Golden Gate Golf Course. 2. On June 9, 2020, Agenda Item #11.A, the Board of County Commissioners (“Board”) selected Rural Neighborhoods, Inc., and directed the County Manager’s office to begin contract negotiations pursuant to solicitation ITN No. 20-7698. 3. On November 10, 2020, Agenda Item #11.B, the Board approved a Developer Agreement, which was amended on April 25, 2023, Agenda Items #11.B and #11.C, 4. On March 26, 2024, Agenda Items #11.A and #11.B, the Board: (1) approved a Second Amendment to the Developer Agreement with Rural Neighborhoods, Inc.; (2) terminated the initial Collier County Standard Form Long-Term Ground Lease; (3) executed a revised Collier County Standard Long-Term Ground Lease (Phase 1- Essential Services Housing) and HUD Lease Addendum and Phase 1 Easement; (4) executed a Collier County Standard Form Long-Term Ground Lease (Phase 2-Senior Housing) and Phase 2 Easement; 11.A Packet Pg. 78 08/13/2024 (5) implemented future Land Use Restriction Agreements for each phase, as required by grant funding sources; and (6) approved Income Sharing Agreement for Phase 1, Renaissance Hall at Old Course, LLC at the former Golden Gate Golf Course, allocating 50% to Renaissance Hall at Old Course, LLC, 25% to Collier Community Foundation, Inc., and 25% to Collier County, the parties to the Agreement. Development for Phase I consists of up to 252 new units of affordable housing for an affordability period of at least twenty (20) years as required by the US Treasury and a 99-year ground lease. On March 22, 2022, Agenda Item #16.D.7, Collier County ARP Recovery Plan Amendment 5 was approved by the Board and included changes to funding allocations to support Affordable Housing activities. On March 26, 2024, in Agenda Item #16.D.1, the Board approved Collier County ARP Recovery Plan Amendment 9, which included a reallocation of funds to increase the support of affordable housing. FISCAL IMPACT: The two (2) Grant Agreements will be paid by funds from State and Local Fiscal Recovery Funds residing within the Housing Grants Fund (1835), Project No. 33765, and will allow the Community and Human Services Division (“CHS”) to administer, implement, and monitor funds awarded for these activities. There is no new Fiscal impact on the General Fund. GROWTH MANAGEMENT IMPACT: Providing funding to assist in the development of housing that is affordable furthers the goals, objectives, and policies in the Housing Element of the Collier County Growth Management Plan. LEGAL CONSIDERATIONS: This item has been approved as to form and legality, and requires a majority vote for approval. -SAA RECOMMENDATION: To approve and authorize the Chairman to sign two (2) agreements between Collier County and Renaissance Hall at Old Course, LLC. 1) Agreement ARP21-24 for $8,916,402.76 for pre-development and construction 2) Agreement ARP21-25 in the amount of $1,130,551 for impact fees associated with Phase I to further affordable housing initiatives provided through a grant from the U.S. Department of the Treasury, State and Local Fiscal Recovery Funds. Prepared By: Carrie Kurutz, Grant Coordinator, Community & Human Services Division ATTACHMENT(S) 1. EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (PDF) 2. EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (PDF) 3. Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (PDF) 4. Income_Sharing_Agreement (PDF) 5. Ground Lease Phase 2 (PDF) 6. AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (PDF) 7. AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (PDF) 11.A Packet Pg. 79 08/13/2024 COLLIER COUNTY Board of County Commissioners Item Number: 11.A Doc ID: 29334 Item Summary: Recommendation to approve and authorize the Chairman to sign two (2) agreements between Collier County and Renaissance Hall at Old Course, LLC. 1) Agreement ARP21-24 for $8,916,402.76 for pre- development and construction, 2) Agreement ARP21-25 in the amount of $1,130,551 for impact fees associated with Phase I to further affordable housing initiatives provided through a grant from the U.S. Department of the Treasury, State and Local Fiscal Recovery Funds. (Housing Grants Fund 1835, Project 33765) (Ed Finn, Deputy County Manager) Meeting Date: 08/13/2024 Prepared by: Title: – Community & Human Services Name: Carrie Kurutz 07/01/2024 10:52 AM Submitted by: Title: Manager - Federal/State Grants Operation – Community & Human Services Name: Kristi Sonntag 07/01/2024 10:52 AM Approved By: Review: Community & Human Services Kristi Sonntag CHS Review Completed 07/01/2024 11:59 AM Operations & Veteran Services Jeff Weir OVS Director Review Completed 07/01/2024 5:05 PM Community & Human Services Vanessa Collier Other Reviewer Completed 07/02/2024 11:34 AM Public Services Department Todd Henry Level 1 Department Review Completed 07/02/2024 12:54 PM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Skipped 07/08/2024 2:48 PM Grants Erica Robinson Level 2 Grants Review Completed 07/16/2024 4:44 PM County Attorney's Office Sally Ashkar Level 2 Attorney Review Completed 07/29/2024 2:38 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 07/29/2024 2:54 PM Public Services Department Tanya Williams PSD Department Head Review Completed 07/29/2024 4:25 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Completed 07/30/2024 8:15 AM Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 07/31/2024 10:33 AM Grants Therese Stanley OMB Reviewer Completed 08/02/2024 11:44 AM County Manager's Office Ed Finn Level 4 County Manager Review Completed 08/07/2024 4:23 PM Board of County Commissioners Geoffrey Willig Meeting Pending 08/13/2024 9:00 AM 11.A Packet Pg. 80 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. NEW** ROUTING SLIP Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office Initials Date 1. Cormac Giblin Community and Human cg 12/15/20 Services 2. Jennifer Belpedio County Attorney Office I /($l as 3. BCC Office Board of County r/01Commissioners 4. Minutes and Records Clerk of Court's Office PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,may need to contact staff for additional or missing information. Name of Primary Staff Cormac Giblin Phone Number 252-12399 Contact/ Department Agenda Date Item was 11/10/2020 Agenda Item Number 11C Approved by the BCC Type of Document Developer Agreement Number of Original Attached Documents Attached PO number or account number if document is to be recorded INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. Initial) Applicable) 1. Does the document require the chairman's original signature? S4A N/A 2. Does the document need to be sent to another agency for additional signatures? If y s, NA provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be cg signed by the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's NA Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the cg document or the fmal negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's cg signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip NA should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 11/10/2020 and all changes made during cg N/A is not the meeting have been incorporated in the attached document. The County option for Attorney's Office has reviewed the changes,if applicable. is line. 9. Initials of attorney verifying that the attached document is the version approved by the cg N/A is not BCC,all changes directed by the BCC have been made,and the document is ready for the an option for Chairman's signature. phis line. I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised 2.24.05;Revised 11/30/12 11.A.a Packet Pg. 81 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) DEVELOPER AGREEMENT . GOLDEN GATE GOLF COURSE HOUSING PROJECT) l" THIS DEVELOPER AGREEMENT (the "Agreement") is made as of the lb day of Neyvenna.A4, 202Qby and between Rural Neighborhoods, Incorporated("Developer") and Collier County,a political subdivision of the State of Florida(the"County"). RECITALS WHEREAS, On December 10, 2019, the Board of County Commissioners approved issuing a solicitation for interest to develop an approximately 27-acre tract of land for affordable housing. The parcel is more commonly described as the Golden Gate Golf Course (Folio 36560040008). The legal description of such real property is attached hereto as Exhibit"A" the "Property") WHEREAS, On December 13, 2019, Invitation to Negotiate (ITN) No. 20-7698 was opened on the Collier County Procurement Services Division Online Bidding System with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications of the ITN. WHEREAS, On January 28, 2020, Developer submitted a timely response to ITN No. 20-7698. The County received a total of 6 responses from interested developers. WHEREAS, On June 9, 2020, Developer was selected by the Board of Collier County Commissioners to enter negotiations for the development of the Property pursuant to solicitation ITN No. 20-7698; and WHEREAS, the County intends to, pursuant to Florida Statutes, Section 125.379, to lease the Property to Developer(or its successor and assigns),pursuant to a 99-year ground lease the "Ground Lease"), for development and use by Developer (defined below) to improve the Property, with such improvements to include, but not be limited to affordable residential rental units; and WHEREAS, Developer may intend to apply for additional financing from Florida Housing Finance Corporation ("FHFC") under FHFC's competitive Request for Application process or other public and private sources. WHEREAS, Developer and the County desire to memorialize the terms and conditions pursuant to which Developer will improve the Property, .and the manner in which any related escrow account shall be established; and NOW, THEREFORE, in consideration of mutual benefits and the public interest and other good and valuable considerations, the receipt and sufficiency of which are hereby acknowledged,the parties hereto agree as follows: 1 Oyu 11.A.a Packet Pg. 82 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) Section 1. Recitals. 1.1 The above recitals are true and correct, are hereby incorporated herein by reference, and form a material part of this Agreement. All Exhibits and Developer's submission to ITN 20-7698 are hereby incorporated herein by reference and accordingly deemed a part of this Agreement. Section 2. Ownership. 2.1 Developer will form one or more single-purpose legal entities (the Project Owner") to serve as applicant entities which will seek phased development funding from FHFC or other public and private sources to own the planned phased development. Section 3. Design and Construction; Timeline. 3.1 Developer plans to use the Property (i.e. the land allocated to this Project and described in Exhibit A herein) for construction of affordable housing for Seniors Veterans and Essential Services Personnel. The development shall be composed of one or more buildings, with at least 350 units (the "Project") with on grade parking. The Developer may be entitled to develop additional units in accordance with applicable land use requirements not to exceed the number allowable under the PUD. Units shall include features such as solid surface countertops; plywood cabinets; ceramic and/or vinyl plank flooring; full-size Energy Star appliances including range, refrigerator microwave, and dishwasher; and LED lighting or equivalent. Community amenities will consist of a minimum of on-site management and maintenance; clubhouse or multipurpose community room; interview or exam room, swimming pool; fitness center; media/computer room; and outdoor tot lot. Developer agrees to cause the design, permitting, and construction of the Project to be completed at its sole cost and expense in accordance with those plans and specifications approved by the County. 3.2 Developer agrees that any improvements on the Property will only include the Project and not any commercial development or outdoor storage. 3.3 Developer may cause the Project to be constructed in phases. Upon approval of the plans, specifications, and permits by the authorities having jurisdiction over the Project (the "Governmental Authorities") and approval of financing by others, the Project Owner shall promptly construct the Project. In so doing, the Project Owner shall: (a) comply with the permits and all other applicable laws, approvals, codes and requirements of orders promulgated by all Governmental Authorities (the "Approvals"), (b) perform all work in a safe and workmanlike manner, and (c) ensure construction commences and is substantially complete in accordance with the Approvals. 3.4 Developer agrees to provide a timeline of the anticipated schedule for construction of the Project and will provide the County with any significant changes to such schedule. If the Developer is unable to secure a commitment of project funding for an initial phase within 12 months from the effective date of final approval of land use as evidenced by PUD approval the County may exercise its option terminate this agreement. Should the Developer be unable to secure a commitment of project funding within 12 months, an additional 2 11.A.a Packet Pg. 83 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) 12 months may be granted by the Board of County Commissioners at its sole discretion. Should Developer obtain a commitment towards the initial or any subsequent phase and commence construction on that phase within twelve (12) months, Developer shall be granted an additional twelve (12) month period to obtain a commitment of project financing towards and additional phase and so on until build out of the Development. The above referenced deadlines may be extended at the discretion of the County Manager or designee up to six months. Section 4. Rent and Income Restrictions. 4.1 Developer commits to restrict all units in the development in accordance with attached Exhibit B, "Unit Income and Rent Breakdown".Exhibit B, "Unit Income and Rent Breakdown" may be amended by up to 10% by the County Manager or designee; amendments greater than 10%shall require approval by the Board of County Commissioners. Section 5. Environmental Provisions. 5.1 Developer has inspected the Property, is familiar with the condition of the Property, including the underlying environmental conditions, and based on the foregoing, and subject to receipt, review and acceptance of all County reports below agrees to accept such Property "as is" and with all faults, and assumes all risks associated with pursuing the Project in accordance with this Agreement and all applicable law. In inducing the Developer to accept Property "as is", the County shall provide to the Developer all environmental, engineering, feasibility and other reports in its possession or ordered necessary for determination that the Project can be constructed at the Property. Developer will have thirty (30) days from the Effective Date of approval of the property's Intent to Convert to accept or decline to proceed. By mutual agreement, Developer and County may extend this period for an additional thirty (30) days to allow Developer to have its own inspections performed. In case of an issue arising from any report or condition, Developer and County agree to attempt to negotiate a resolution for not less than thirty (30) additional days prior to termination of the agreement. 5.2 Developer shall not (a) knowingly cause or permit the escape, disposal or release of any hazardous substances on the Property, or(b) knowingly allow the storage or use of such substances or materials in any manner not sanctioned by law or by the highest standards prevailing in the industry for the storage and use of such substances or materials on the Property, or (c) knowingly allow any such materials or substances to be brought onto the Property except to use in the ordinary course of Developer's business or by lessees of the residential units. Section 6. Utility Costs and Related Improvements. 6.1 The County will not be required to make improvements or incur any costs in connection with the development and maintenance of the residential Project, including roads, sidewalks, landscaping, storm water facilities, etc. All costs associated with any connectivity or upgraded service for water, sewer or other utilities for the benefit of the project, including any traffic signals, and the installation and costs of those improvements, if and when required, shall be at the sole cost and expense of Developer. 3 11.A.a Packet Pg. 84 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) 6.2 The County acknowledges the ITN noted financial support such as impact fees and grants may be available to the selected developer through separate local government action and represents in good faith its willingness to assist Developer in identifying any such financial assistance available. Section 7. Performance of Development. 7.1 The Project will be constructed in a good and workmanlike manner and in compliance with all applicable laws, at Developer's sole cost and expense. The Project Owner shall be responsible for obtaining all governmental permits, licenses and approvals necessary for the construction of the Project. Developer shall be responsible for all applicable impact, building, and utility connection fees imposed by any governmental authority, except for the governmental authority's ability to defer such fees, with respect to the Project and Developer's use thereof. Without limiting the foregoing, during any periods of construction, maintenance or repair of the Project, Developer will monitor all construction, maintenance and repair activity on the Property to ensure compliance with the requirements contained herein. Section 8. Performance Bond. 8.1 Developer shall cause its general contractor to furnish a payment and performance bond in form and substance satisfactory to the County in amount equal to one hundred percent (100%) of the construction costs for each phase of the Project as certified by Developer's engineer of record or general contractor, which shall be issued by a surety having a credit rating of"A"or higher. Section 9. Early Termination and Ground Lease Requirements 9.1 The Developer shall deliver to the County the construction timeline provided to the construction and permanent lenders, investor and/or the tax credit equity partner, if any. Each month the Developer shall provide a construction progress certificate and if the construction schedule is 6 months or more behind the construction timeline, the County may replace the Developer with another developer with the necessary experience to complete the Project, provided; however, before replacing the Developer, the County shall have the concurrence of the construction and permanent lender, investor and/or tax credit equity partner. In addition,the County shall provide the construction and permanent lender, investor and/or tax credit equity partner a reasonable period of time to cure identified Project delays before commencing such action. 9.2 Developer and County acknowledge a ground lease shall be used to convey the Property and that the form of such conveyance must be financeable, e.g. tenant shall be able to utilize the ground lease as collateral in the normal course of business. Any ground lease shall provide that if a lender or investor were to foreclose because of tenant's default, the lender or investor shall be able to succeed the tenant's rights under the lease. Similarly, such ground lease shall require the County to file appropriate notice of any tenant defaults and provide ample opportunity for the lender or investor to cure these defaults before termination of the ground 4 11.A.a Packet Pg. 85 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) lease. The County shall have an obligation to enter into a new lease with the lender or investor on the same terms and conditions as the original ground lease if the ground lease is terminated upon tenant's default or in the event of the rejection of the ground lease in bankruptcy. Section 10. Assignment. 10.1 County acknowledges that sources of public or private financing including, but not limited to, Florida Housing Finance Corporation may require the Developer to form one or more single purpose entities ("SPE") to seek and secure funding. Developer may assign this Developer Agreement without the prior written consent of the County to the SPE whose majority member or partner shall be an affiliate of Developer. Affiliate is herein defined as a single purpose legal entity controlled, through membership or general partnership interest, by Developer. Developer must provide written notice to County of any assignment to an Affiliate within thirty(30)days of such conveyance.Any purported assignment to a non-Affiliate without the express written consent of County shall be considered void from its inception. It is hereby acknowledged and agreed between the parties that all covenants, conditions, agreements, and undertakings contained in this Agreement shall extend to and be binding upon the respective assigns of the respective parties hereto. The Developer may also assign a portion of the Property to an affiliate without prior written consent of the County in order to facilitate phased development.Definition of affiliate shall be in accordance with this paragraph. Section 11. Public Records. 11.1 Developer understands that by virtue of this Agreement all of its documents,records and materials of any kind,relating to the relationship created hereby, shall be open to the public for inspection in accordance with Florida law. If Developer will act on behalf of the County, as provided under section 119.011(2), Florida Statutes, Developer, subject to the terms of section 287.058(1)(c), Florida Statutes, and any other applicable legal and equitable remedies, shall: 11.2 (A) Keep and maintain public records required by the County to perform the service. B) Upon request from the County's custodian of public records, provide the County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided by Florida law. C) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if Developer does not transfer the records to the County. D) IF DEVELOPER HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO DEVELOPER'S DUTY TO PROVIDE PUBLIC RECORDS RELATING 5 11.A.a Packet Pg. 86 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Collier County Board of County Commissioners Communication and Customer Relations Division 3299 Tamiami Trail East Suite 102 Naples,FL 34112 239)252-8069 PublicRecordRequest@a colliercountyfl.gov Section 12. Miscellaneous. A) Entire Agreement. This Agreement sets forth all of the promises, covenants, agreements, conditions and understandings between the parties hereto, and supersedes all prior and contemporaneous agreements, understandings, inducements or conditions, express or implied, oral or written, except as herein contained. B) Pronouns. All pronouns and any variations thereof shall be deemed to refer to the masculine, feminine and neuter, singular or plural, as the identity of the party or parties,personal representatives, successors or assigns may require. C) Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which shall together constitute one-in-the-same instrument. D) Governing Law; Venue. This Agreement shall be construed and interpreted according to the laws of the State of Florida, and all duly adopted ordinances, regulations,and policies of the County now in effect and those hereinafter adopted. The location for settlement of any and all claims, controversies, or disputes, arising out of or relating to any part of this Agreement, or any breach hereof,shall be Collier County,Florida. E) Binding Effect. This Agreement shall be binding upon and enforceable by and against the parties hereto and their beneficiaries, heirs, successors and assigns and shall be deemed to "run with the land." This Agreement shall also inure to the benefit of both parties hereto and their respective beneficiaries,heirs, successors and assigns. F) Recordation. This Agreement may be recorded by Developer in the Public Records of Collier County, Florida, and successors, heirs and assigns of Developer, including but not limited to builders or developers, shall be bound by the terms of this Agreement, and shall likewise be entitled to its benefits. G) Notice. Any notice to be given shall be in writing and shall be sent by certified mail, return receipt requested, to the party being noticed at the following addresses: 6 11.A.a Packet Pg. 87 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) If to the County: Collier County Procurement 3295 Tamiami Trail East Naples, Florida 34112 and: Collier County Community and Human Services 3339 Tamiami Trail East#211 Naples,Florida 34112 Attention:Director with a copy to: County Attorney's Office Collier County 3299 Tamiami Trail East,Suite 800 Naples,Florida 34112 Attention: The County Attorney If to Developer: R u rg I Neioklibor hood, IA-,e- • o Qo$ 3 4 35-2.9 f=Loricda. CH,11T L 33o34/ Attention: S 4t-v lc r with a copy to: c k irfi S 4-130..Je"-J 200 S. 8,'sc9 yNe ,r/ i '11oc wt i 4.•i F L. 3 3 i 3 Attention: 20 loev 1 r'l,Q.--g,s H) Cooperation. The County and Developer each covenant and agree to mutually cooperate with one another in good faith, and to execute and deliver such other or additional documents and instruments as may be reasonably requested in order to effectuate the agreements set forth herein. i I) Effective Date. This Agreement shall become effective upon the date the last of theparties to this Agreement executes this Agreement(the`Effective Date").g g*' J) Conflicts. If and to the extent there is a conflict between the terms and conditions of this Annexation agreement and the terms and conditions of any staff reports or summaries or letters of approval related to or pertaining to Developer Property, the terms and conditions of this Agreement shall control. Section 12. Alternate Dispute Resolution 12.1 In case of a dispute concerning this Agreement or the Development, the parties agree to attempt in good faith to resolve the dispute amicably prior to commencing litigation. If a dispute cannot be resolved in 30 business days,the parties will commence 7 11.A.a Packet Pg. 88 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) informal or formal mediation with a neutral person agreed upon by the parties who is familiar with the subject matter of the dispute. If they cannot agree upon such a person within 15 business days thereafter, they will request the Chief Judge (or designee) to appoint a qualified Mediator. Mediation will commence within 10 business days after agreement or appointment of the Mediator and be completed with 30 days thereafter.The parties may expand the deadlines upon mutual agreement.The parties will share equally the cost of the Mediator. Signature Pages Follow] rR 8 11.A.a Packet Pg. 89 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year below their respective signatures. Signed, sealed and delivered 4 /' j//i21A , 47/(6 4Ai In the presence of: 3y: Name: eiv,e/L - rn` c '`"e lT. gc, at, Date: ///1/Z,p Printed Name 0 yes c, ST0CC c; Tinted Name( STATE OF FLORIDA COUNTY OF # ,di The for going instrum nt was acknowledged before me i means of physical presej e thhi ', day of 2 by f s-1 I as the 1 of i'a r if lr s .-Z7- t.cc who is ,/ personally known to me or who produced as identification. AP Notary startseal)_ __ _ _ _ _ _ , 1otary Public otii......., USA TORRES I My Commission Number:a.G-..`19 409 Notary Public-State of Florida MyCommission expires: ill p Commission#GG 279609 ` 1 3( gOa3 orb),:,' My Comm,Expires Mar 21,2023 I Bonded through National Notary Assn, 11.A.a Packet Pg. 90 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) Signed, sealed and delivered Collier County, a political subdivision In the presence of: of the State of Florida By: Name: turf L . . u ncde S Date: f I o `a?oa O Printed Name Printed Name l211.0 dodo STATE OF FLORIDA 1 F5 ,a co— COUNTY OF COLLIER The foregoing instrument was acknowledged before means of physical presence this day of 20 , by ( ] as th of Collier County, a political subdivision of the State of Florida, who is ersonally known to me or who produced s Identification. Notary stamp/seal) Notary Public My Commission Number: My Commission expires: 4. ATTEST -. Approved as to torm and legality CRYTAL:K.KINZEL,CLERK 51.B` "" IL. - HOC Ass nt County Attu y C;;00 Ott 'st as to Chairman's ss`,"'!t?!re Only. 11.A.a Packet Pg. 91 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) i 1 1 1 i 1 E 1 I 1 E i f a g I 3 3 'LA 11 1 6 i u j Yci a E in f g z 1 cozop a h o g i Fg' WcN ZmOD NkU zm I-- I 0 N Q ui T W liz Q0 WOa U a- u-W Zti QI-oo 0SWuQOmoT NaO aW°, CD w Wz m co O ticoWw ow rc 0 zzQ ouN W W NTu. mm mUU n W = w• LL 1.-. W O0m c0. a W W d 0 LU DE I- IyOp DC n 4¢ip pO LU D ° dQ Tpoo w Z U a Tt)mo cc IU> F U W Z ~UF O ir wFp ° zOaU cn O h Z U2RQ OD W O V v0rywco c zo WaOQa u-hH emu KaQ°oOQMO a O hN p , g o co ts- QN d U i ON cL w r U g¢r CD W O o Yo o°woWLULW ¢ o o oa6 ao,_ ) 0 c0. ZU? 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QE g s a W IZ E Qa 1. p / r^ 1 Z Moos lV JJ re m a- y W Z=toQ o O ALL W` Q wa1-" a' o i 0 O U > W W Z UI%S K>_in Q zZ pi--.JccZ W ( Z= oW§ o ip - W m NUoop, k' Q Q iu u N L1. u_ F. ....- F U w p j yO Z Q a O U 0 ` 0 UUO Ka„ox,0‹ N W W k z 8 Q LL o CO is o N t- 1 1 €O I in CO v W i Z W r i n u O h 1 b y 3 Z;l 60 W o _oI- ti W CII y Z o N b In t-- 4r) co co z o J U '` W ¢ rn m cv w 1 F4- CO CO M co N N In C7 0 Zwa w C0j rr`•. 1- 0 J u ` 1 ~ Z Z v N L I) • a. c 4 m F. Z LIJ u Q i4. O Q x C U 0 rn J Z J C C J .`n_ I W a 2 o o 0 J a p W ` LL 44.0JZa CO Q 4) z CC 0 zoo i a iy{ W aOvf ix O co Ft7-w7-c9Oa p W a U W I-Ill era u Ns CO aw o7 p z a j o0.goWa t Nm r. D ZYSll. 0 3 AVM JO 1HDIa A01, 0 we 0 0 0 0 8 Z 11 aZ1vAA 1fnog H21-1-100) 1,96 'I's z w m x a. 0aaoo r; ld d213d) 898ad021 31`d1S 000 o wWw 1 a. Cn o tl 0 o a A L.g<z . f Ow.J II 0 LZ'£tOZ ,£0 6Zo00S g 494-L41 S3Ddd'9 N0091H1d) 4 fl1Vd 2 11Nf191b'D N3al0D d 1oVa1 01avd £ mow= aye e u ONd dO saod£9'9z Qo G 9$oao gaa d'S 006'111 1 KI91VV XOaddV ric: . ( J N ll9 'ON -1302:Nd z_ W V8'Sf'L4 M 04.6£o00N o O 'I '' z a w= g sw cc fD In<S'MN O GD 1,-(0 In V CO N 11 0,9Y-L J N T 7 I J zdoz 4 ww 1-i ; m adcoD Q O to fea.:` o Qp K U r y iN 'I- 1 zfl m 1- ` 0UWQ n z• F-a O0°o 0 4 zg WC2~ I ` Ho oo J 8 Q " y pW re Q ,r mi o ci_ 1 p Z dW 0 D 0 a a z82660zaa mt SHEET 1 of 2 aFILE/. 14.959 11.A.a Packet Pg. 93 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) EXHIBIT B Unit Totals and Types Minimum Number of Units Maximum Number of Units Overall) 350 Overall) 400 Target Number of Senior Units 100 Target Number of Senior Units 100 Target Number of Essential Target Number of Essential Services Units 250 Services Units 300 Note:Five percent(5%)of Senior and Essential Services units shall be targeted to persons considered to be veterans. Income and Rent Targeting Goal Seniors Income AMI Target Rent Percent Minimum#..1 Maximum# Note:Developer may elect to use IRS 42 income-Averaging as a set-asideLevelSet-Aside of Units of Units election in 4%or 9%Housing Credit 30% 30% 10% 1U.':':.' N/A transactions, Its election enables 60% 60% 90% 90.'. N/A income levels to be set-aside betweens' 60%-80%AMI,balanced by units set-aside below 60%. Essential Services Income AMI Target Rent Percent Set- Minimum#,`. Maximum# Note: All units shall be rented with priority given to Essential ServiceLevelAside • of:Units`„: ` of Units Personnel employees. 60% 60% 8% 20;::`;`:':;';' 24 80% 80% 25% i 63:``: `` 75 ESP Occupation Preferences include: 100% 80% 57% 142`: . 171 Tier 1-Healthcare,Education, 120% 100% 0%0 Emergency Services 140% 100% 10% 35` :::'::` 30 Tier2-Government Income Targeting Criteria Developer shall undertake best efforts to obtain project financing that enables Developer to construct residential rental units that meet the Income and Rent Income Targeting Goal shown in the charts above with particular emphasis on Target Rent Levels indicated in Column 2. Developer agrees to a maximum debt service coverage ratio of 1.25(DSC). DSC ratios in excess of 1.25 shall require Developer to reduce initial rents to a level that results in a debt service coverage ratio not greater than 1.25 DSC. The intent of this requirement is to reduce rents bringing projected rents closer to the Income and Rent Targeting Goal)amounts. Local government shall undertake best efforts to obtain Federal, state and other housing resources, impact fee deferrals or alternate means of off-site improvements to enable Income and Rent Targeting Goals to be achieved. Developer shall also undertake best efforts to obtain additional grant and/or equity contributions from participating Foundations and others to enable Income and Rent Targeting Goals to be achieved. The parties agree to a mutual review of pro forma total development costs and income and expense projections prior to Developer accepting a financial commitment from an outside lender and/or equity investor. The parties agree to the inclusion of participating Foundations in the mutual review. The parties further agree that excess profits of the Development(should there be any)will be directed to a trust fund at the Foundation in partnership with Collier County,dedicated solely to the development or preservation of affordable housing in Collier County. 0 11.A.a Packet Pg. 94 Attachment: EXECUTED (GOLDEN GATE GOLF COURSE) DEV AGMRT 2020 11-10 (29334 : Renaissance Hall at Old Course, LLC) FIRST AMENDMENT TO DEVELOPER AGREEMENT GOLDEN GATE GOLF COURSE HOUSING PROJECT) This FIRST AMENDMENT TO DEVELOPER AGREEMENT ("AMENDMENT") is entered into this 025+day of cA.2023 (the"Effective Date"), by and between Rural Neighborhoods, Incorporated, a Florida not-for-profit corporation ("Developer or Rural Neighborhoods") and Collier County, a political subdivision of the State of Florida("County"). RECITALS: WHEREAS, Rural Neighborhoods has been selected by the Board of Collier County Commissioners through a Development Agreement dated November 10, 2020, attached hereto as Exhibit "C", to construct rental apartments to meet a crisis in the affordability and availability of senior, veterans, and essential service personnel such as health care workers, educational staff and first responders that impacts the economic, commercial, and residential development of the community; and WHEREAS, Rural Neighborhoods is organized for charitable and lawful purposes not for pecuniary profit under Chapter 617, Florida Statutes, including, but not limited to, the lessoning the burdens of government through community redevelopment and the provision of housing; and WHEREAS, Rural Neighborhoods is Federally tax-exempt under Section 501(C)(3)of the Internal Revenue Code and must not be operated for the benefit of private interests nor may the net earnings or the organization inure to the benefit of any private shareholder or individual; and WHEREAS, the Developer and County desire to exclude the Greenway identified within the Residential Tract located on the Master Concept Plan of PUD Ordinance No. 2022-13, from the property to be used by Developer and accordingly amend the legal description identified as Exhibit "A"to the Developer Agreement; and WHEREAS, the Developer and County additionally desire to amend the Unit Total and Types and Income and Rent Target Goal as set forth in Exhibit "B" to the Developer Agreement; and WHEREAS, the Developer and County further desire to amend the construction time. NOW, THEREFORE, in consideration of mutual benefits and the public interest and other good and valuable consideration the Developer Agreement is amended as follows: 1. The legal description and sketch set forth as Exhibit "A" of the Developer Agreement is hereby replaced by Exhibit"A,"attached hereto. 2. Unit numbers, types and median income qualifications as set forth in Exhibit "B" of the Developer Agreement is hereby amended as shown below. 3. Paragraph 3.4 of the Developer Agreement is deleted in its entirety and replaced with the following: Page I of 6 t'S-Th'\) 11.A.b Packet Pg. 95 Attachment: EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (29334 : Renaissance Hall at Old Course, LLC) 3.4 Within 45 days of the Effective Date of the First Amendment to Developer Agreement, Developer agrees to provide a timeline of the anticipated schedule for each Phase of construction of the Project and will provide the County with any significant changes to such schedule. If Developer is unable to secure a commitment of project funding for an initial Phase within six(6)months from the latter of the Effective Date of the Lease or the effective date of final approval of land use, as evidenced by PUD approval, the County may exercise its option to terminate this Agreement. Should Developer be unable to secure a commitment of project funding for the initial Phase within six (6) months, an additional six (6) months may be granted by the Board of County Commissioners at its sole discretion. Should Developer obtain a commitment towards the initial or any subsequent Phase and commence construction on that Phase within twelve (12) months following receipt of such financing commitment, Developer shall be granted an additional twelve (12) month period to obtain a financing commitment of project financing towards an additional Phase, and so on until complete build out of the Project. The above referenced deadlines may be extended at the discretion of the county Manager or designee, up to six (6) months, without the necessity of obtaining approval of the Board of County Commissioners. Remainder of Page Intentionally Left Blank Signature Page to Follow Pagc2of6 rpU 11.A.b Packet Pg. 96 Attachment: EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (29334 : Renaissance Hall at Old Course, LLC) IN WITNESS WHEREOF, Developer and County have hereto executed this FIRST AMENDMENT TO DEVELOPER AGREEMENT on the day and year first above written. AS TO THE DEVELOPER: Rural Neighborhoods, Incorporated, a Florida not-for-profit corporation Witness (signatur By:w / teven it , ,it ent 1)4 • AO A print name) Witness (signature) J •-.)4.)%F'e(C. . 3i.._L_r€b'o print name) AS TO COUNTY: A rTFsI n BOARD OF COUNTY COMMISSIONERS, CRY;gl-Al, K. KI- 1:2•6 .Clerk of Courts COLLIER COUNTY, FLORIDA C 1 r 7/24:?-----,_ 4 ttest'as to Chat man' , D•$ ty C 7 Rick LoCastro, Chairman sipatUTe flil(3\'I Approve. :s o it 4 and legality:4Imo.. 4 Jeffrey A. l atzi w, ounty Attorney Page 3 of 6 11.A.b Packet Pg. 97 Attachment: EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (29334 : Renaissance Hall at Old Course, LLC) EXHIBIT A—Legal Description U PROPERTY DESCRIPTION A PARCEL OF,.No I1NG W11.N 1PRCI '4'.GOLDEN FATE L74R 8.PAR'I,AS NILONIIEO IN:TA. 0:,0A 5.PACES 147 1,180,149 IGI AND I•5AC1'4",CONCH GATE UNIT B YAW.'1.AS PLEONO(O N P,AI IXMK 9.PAGES 10)4'NR040T,117.FROTH DI'II! PORK77(0 4C'CC COLKR COUNTY,FLORL1A BEGIN Al 'HI SOUIHEASI CL7(NEN O MAC!'A',GOLJEN GAZE 4141 8.PART 1,AS RiCU6110 9.1.AI R(10N 5 PAGES 147 IMEDIIG.. !Si.1AM,12 RECOPOS OF COWER CUUNIY Tv1'10190A; PENCE ALONG THE 8011.0AR'Or SRO TRAIL 'A'IL*HIE TO.I.0WRC 4 COLRSES ANC C'STANC(S, I)SOON Ar52'23'WEST,4 DISTANCE 04 332.63 FCC;77 1 K'A:EN09111OO'31'34'REST.A P5IANCC Or 25975 RET 10 A PONE CV A CURIE 75 ME,EFT;,1)OPNrl NORRnR(SIEPLY 7902 FEET HONG .1! FRC Cl SAC CURVE,HA'ANO A ._RAI01IY 11 S000 FEET,A CENTRAL ANGLE OF 91'35'35'.(C'10190 REARING NORM 4519'70-NEST.4 DSTAHCC OF 71.69 FIFO,4)THENCE SCUM 8752'43'YA177' A INSTANCE Or a233.55 FEET.0.5F9EE ALONG THE 11104r4APT OF 900 TRACT'A-AND THE EX1(9510N f•f1401,NORTH IPT31'33-14E51,A 01S1ANCE OF 1.750.1S RR.11I1NCE NOP.,69'2911 EAR!. yAOSTANCEOF56386FEET;THENCE SOUTH 0726'59-(AS',A 00124117.Cl 9659)flt.t,THENCE SOUTH 8919'40'NEST,A 015104CL CF)21 FEET:THENCE SONAR O7.AO'19'EAST,A 0,STANCE OF 350,19 FEET.THENCE SOWN 0138'53'EAST,A nr....CR 04 666.53 FEET,THEME NORTH 8F41'10'EAST.A PUMICE OF 77.45 IEEI 10 A RONT ON TIE BOUNDARY b Or THE MORFNENIIOMD 01471'A;0-ENCE ALONG 4J}3 BOLYOARI;THINLY AI.(7H:"AO(4KINONTT,SOUTH CO'I8'56'EAST,A OSI44Or CA 30.C1 FEET TO INC P05,1 OF BEGN+NWG, 4 ASS AND EXCEPT AIJNENCWC AT THE NORTHEAST CORNER OF MKT •4-,GnLOCN GAME UM'8,PART I.AS RECORDED N PLAN 800K 5.PACES TA,M901.01 151,OT III AURI)(NLC)Vf, OfCOLLIERCOUNT...FT ORN• MONK ALCM MA NORTH ENE OF SAE 1RACI 'A'1Y,9M 6T'S7'43'IASI.A DSMNCE Or 27371 FEET. THENCE 001N11WC SATO 1,C4TH LINE SOWNV'O!'11'(AST.A PSTRMC OF 54.97 FEET ID THE PONT OF NIGINMNG 0• IN(PARCEL Cr NANO NEREN OESCR8F0. THEN., SCUT/1 012003'LAST,A C5E9NCC Cr 34793 FIT':THEN::, SOWN 111630,1 Al SI.A L'SIAIK[LX 120.00 FEEL THENCE NORTH IST76R3'REST.A.DISTANCE CF II.VO 3yLEETHENCE5OU`7 843U57'H1S1.A TKS!ANCI 0 5'92 FEET,THENCE SOUTH 46'1,CI WEST A D51NR:1 CR 7007 TELT,'HENEE SOJ-H 89'3057'NEV.A OSIAACI.01 7661 (7FEET,'HENCE NEW.,00'2307'REST.A O5IANCE Or 350.15 FE(7,1HCNCF w.IPIH 69'305 LAST.A DSUNCC OF 271 76 FITT 10 TH!PIN!(9 OLG9NNG. H7.C041AN1A:75.6 ALMS.WWI.UN.W7 NOT€S. I. BUNR405 SFKIRNI HEREON AN( BASED ON !NI SIAIE .,M4l C00RMATE 51S7ER ES'HS1M1'16(1 11 '11L ANATIONALG100ETICS'..I7w7 100 ILORL11 CAST ZONE, '9133 041UU W,Tr 199C AJ..511,FN1 OOIMNEO IITUZIIO1R'9, 01,S (705LWA1gN5 IPN 15!E FOOT NE7WORA MA RE1ER 70 THE FAST 1 INL OF BLOCK 278, GOLDEN GATEUNIT6. PART I. A5 RECORDED •4 TVA' 800A 5, PALES 14! 1.11JOJCI, 151, OF THE PUBLIC RECORDS 0.'CUI tIEN CDJN1Y,F1041AM AS RCN;II C431'33'YI. 4.R y6A,4. 5 2 09AEN00NS SH0.44 HE RION ARE'NI WU.S.SURVEY FEET OYU OLCLS 'HEREON Dq'A r-A:•1• DMVN WI 1(10 ' 3 11US StLIC11 RAD OESOPIPTON ,5 7Q3 V,40 WITHOUT T4 OR13P44 t1ULSIGNATUHF .NC SLAT CN 144 DOTAL 0405 A qq OYISK)NArURE AND 0611AL SEAL C4 A ICENSEO FLORIN SUNK-TOR M.)WARPS" 'AC A001110NS 0R CELET'ONS TO1,15 SURVEY PAR ARE PERIMETERWITHOUT T+A FOP910S11:'M8!IE5 CONSENT OF 1Nr SIGNING PARTY 709 cTm1 WAX n MAN. NA 0Ni CUTE 14201R71 s a.%3'11J2 -,EM'RO nCA.!A)1P^'7}.IK6N` A.141)5(7-450147:NAAY.w NOT A SURVEY• wear., `,a 1 N SKETCH AND DESCRIP 1ION oIa`43 HL..,.An11,11.,1.;e, F'" R•"'` y l ritdyi4llnor UnA1EE, i1I^ APARCEL OF LANDFAIII H.,A' sal I:RK1 1A • Lund SI1nrWro . Plnnnnr9 • Ia01Lt(Dpe.Sr1h11Rr(A LYING IN 3 /;` , Al,' a 11' .,.,4 a„A 1...u1 1 n •N.• TOWNSHIP 49SOU H.TIONRANGE 26 EAST !} 19 ins::,'"' 4i'9eR -q--Rtee 71P 911 1 n 1 .I..r...a.T,•o,POO MEW m A l 004 owl COLLIER COUNTY,FLORIDA 1 1AYA.I bryF IA IS POO P.O.C. COIEIER BOULEVARD(SR PSI)UL 4 C" IT 1'I•rl I Po.D 1 1•1 I LEGEND: CURVE TABLE I AI h• I = 200 1111 'L.' • H,.I.'EE E. E'.C I: I I 1 1r'.'E. 1.'L• -LE . r I SKETCH AND DESCRIPTION DRAM It cr.. Ura u-\Ifnor U.,.A 119.-.4,14..,.a H+.r.nor tJD 'I 3.T1R A1.Ad u, A PARCEL OF LAND 1 .09 C0021 A9G0R.Y14.1.I00.f1,rtM,211 It CILII YRYmeN: • Land Surveyor: LYING IN O SCALE17 -e3Wr. Planner. • LanikaaDe Ara n:cm SECTION 27 nary Vn'ATa '•1 4n 1NA11900$9I aw WAY I19099191 Bosom Le 11000:11.TOWNSHIP 49 SOUTH.RANGE 26 EAST p nLE' 224119.9c en.9Nw91:7».M7IIw H••E:.,I,Ws,"cos rot Liam.=».R u9D. e6 COLLIER COUNTY.FLORIDA 1z ,KC, 1 07 2 Page 4 of 6 CEO, 11.A.b Packet Pg. 98 Attachment: EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (29334 : Renaissance Hall at Old Course, LLC) EXHIBIT B Unit Totals and Types Minimum Number of Units Maximum Number of Units350 400372Overall) Overall) Target Number of Senior Units 100 Target Number of Senior Units 400-120 Target Number of Essential 250 Target Number of Essential 300 252ServicesUnitsServicesUnits Note: Five percent (5%) of Senior and Essential Services units shall be targeted to persons considered to be veterans. Income and Rent Targeting(Goals) Seniors Income Target Rent Percent Minimum # Maximum # Note: Developer may elect AMI Level Set-Aside of Units of Units to use IRS§42Income- 3028% 3028% 10% 10 N/A 12 Averaging as a set-aside 60% 60% 90% 90 NIA 108 election in 4% or 9% Housing Credit transactions. Its election enables income levels to he set-aside between 60%- 80%AMI, balanced by units set-aside below 60%. Essential Services Income Target Rent Percent Set- Minimum # Maximum # Note:All units shall be AMI Level Aside of Units of Units rented with priority given 6050%60-%-50%9% 20-22 24- 22 to Essential Service 80% 80% 2- %-1 1% 63-28 28 Personnel employees. 1.00% 0v0 7 4 112 171 ESP Occupationaloa120% 100% 0%-80% 0-200 0 202 preference izzc a I10'4,, 190 o I0% 2.5 3.0 Tier I: Healthcare, Education and Emergency Services Tier 2: - Government Income Targeting Criteria Developer shall undertake best efforts to obtain project financing that enables Developer to construct residential rental units that meet the Income and Rent Income Targeting Goals shown in the charts above with particular emphasis on Target Rent Levels indicated in Column 2. Developer agrees to a maximum Debt Service Coverage ratio (DSC) of 1.25 DSC; DSC ratios in excess of 1.25 shall require Developer to reduce initial rents to a level that results in a debt service coverage ratio not greater than 1.25 DSC. The intent of this requirement is to reduce rents and bringing projected rents closer to the Income and Rent Targeting(Goals.)ai s. Page5of6 c0 11.A.b Packet Pg. 99 Attachment: EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (29334 : Renaissance Hall at Old Course, LLC) Local government shall undertake best efforts to obtain Federal, state,and other housing resources, impact fee deferrals or alternate means of off-site improvements to enable Income and Rent Targeting Goals to be achieved. Developer shall also undertake best efforts to obtain additional grant and/or equity contributions from participating Foundations and others to enable Income and Rent Targeting Goals to be achieved. The parties agree to a mutual review of pro forma total development costs,and incomes and expenses projections prior to Developer accepting a financial commitment from an outside lender and/or equity investor. The parties agree to the inclusion of the participating Foundations in the mutual review. The parties further agree that excess profits of the Development (should there be and will be directed to a trust fund at the Foundation ifi-partnership-with-Col-lier-Gennty,dedicated solely to the development or preservation of affordable housing in Collier County as further defined in one or more MOUs between the Foundation, Collier County,and Rural Neighborhoods to be presented to the Board of County Commissioners prior to loan closing. Grant funds provided by Collier County, FL are subject to Federal and state rules and regulations including, but not limited to, Program Income as applicable. Page 6 of 6 0,01 11.A.b Packet Pg. 100 Attachment: EXEC AMEND #1 DEVELOPER AGRMT 2023 04-25 (29334 : Renaissance Hall at Old Course, LLC) RECOVERYPLAN A M E R I C A N R E S C U E P L A N S T A T E A N D L O C A L F I S C A L R E C O V E R Y F U N D S 11.A.c Packet Pg. 101 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Board of County Commissioners Rick LoCastro, Chairman, District 1 Chris Hall, District 2 Burt L. Saunders, District 3 Dan Kowal, District 4 William L. McDaniel, Jr., District 5 Office of the County Manager Amy Patterson, County Manager Dan Rodriguez, Deputy County Manager Ed Finn, Deputy County Manager Project Lead Kristi Sonntag, Director, Community and Human Services Donald Luciano, Assistant Director, Community and Human Services Support provided By Coastal Cloud OVID Solutions 11.A.c Packet Pg. 102 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 1 Collier County, Florida 2023 Recovery Plan GENERAL OVERVIEW ............................................................................................................... 10 EXECUTIVE SUMMARY..................................................................................................... 10 USES OF FUNDS ............................................................................................................... 20 PROMOTING EQUITABLE OUTCOMES ........................................................................ 25 COMMUNITY ENGAGEMENT ......................................................................................... 37 LABOR PRACTICES ........................................................................................................... 42 USE OF EVIDENCE............................................................................................................ 45 TABLE OF EXPENSES BY EXPENDITURE CATEGORY ................................................. 51 PROJECT INVENTORY ......................................................................................................... 55 PERFORMANCE REPORT .................................................................................................... 75 COLLIER KEY PERFORMANCE INDICATORS ................................................................ 75 SUMMARY AND NEXT STEPS.......................................................................................... 95 11.A.c Packet Pg. 103 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 2 Amendment Log: Collier County ARP Recovery Plan The following table presents a record of amendments that occur intra-annually between submissions of the Collier County Recovery Plan Performance Report to Treasury. It includes a log of where sections are altered based on changes, and the level of approval provided. Change No. Date Content Approved By Pages Affected 1 9/20/2021 Amendment Process and Log Created for Recovery Plan Budget Change: N/A Collier CHS Staff P.2 Log Added P. 77 Amendment Process Outlined 2 9/28/2021 Scope of Work Change: New project under EC 1.1 COVID-19 Vaccination added – CC 1.7 Vaccination. Budget Change: $80,000 of funds re-allocated from CC 3.2 Public Health Safety Operations to CC 1.7 Vaccination Collier County Board of County Commissioners – Item 11C P.5 Graphic edited P.6 Project / EC count P.7 EC added P.13 EC added P.41 EC added / Project count P.45 Project / EC count P. 51 New Project Description added 3 10/20/2021 Scope of Work Change: Project CC 3.5 Altered to remove Mental Health and Substance Abuse (MHSA) System of Care Purchase. No budgetary changes. Budget Change: N/A County Manager P.22 “substance abuse” removed P.58 Project Description changed P.74 Output and Outcome KPIs removed for EC 7.2 4 01/10/2022 Evidence Base Change: Project CC 1.1, additional description added. Evidence Base Change: Project CC 1.6 Description edits Language Change: Project CC1.6 description change. County Manager P.25 KPI description change P.36 Description Language Change P.37 Description Language Change; Evidence Base reference removed 11.A.c Packet Pg. 104 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 3 Dates changed from 2026 to 2024. KPI Change: EC 1.10 Output KPI change. Budget Change: N/A P.51 Project Overview, Goals & Evidence, and Timeline edits P.70 Output KPI, removed “annually” P.72 KPI description change 5 3/22/2022 Scope of Work / Project Change: • New Project – CC 1.7 Public Health Infrastructure Added • New Project – CC 3.6 “Collier County Revenue Replacement” EC 6.1 Added • New Project – CC 4.4 “Collier County Affordable Housing” EC 3.10 Added • CC 1.5 Project Description edits • CC 1.12 Project Description edits • CC 2.2 Expenditure Category changed • CC 4.1-4.6 Library, University, Museum Project Changes • CC 1.7 Removed • CC 4.5 Removed • CC 5.1 Removed • CC 5.2 Removed • CC 5.3 Removed Project Edits CC 1.1 Project Edits CC 1.2 Project Edits CC 1.3 Project Edits CC 1.5 Project Edits CC 1.6 Project Edits CC 3.4 Project Edits CC 3.6 Project Added CC 4.1 Project Condensed and edited from CC 4.1-4.3 CC 4.2 Project Edits, EC Change to EC 2.1 from 3.13 CC 4.3 Project Edits (formerly CC 4.6) CC 4.4 Project Added Collier County Board of County Commissioners 3/22/2022 – Item 16D7 p.0 Organizational staff changes p.7 Infographic edited p.8 Text description edits and graphic change p.9 Project text edits p.10 Project text edits and adds p.11 Project expenditure category graphic change p.12 Housing, Economic and Education goal edits p.13 Goal removal and narrative adds pp.14-17 Category edits and text changes pp.20-24 Category edits, narrative, and map changes pp.27-29 KPI edits on Equity Projects p.29 Infrastructure KPIs removed p.35 Infrastructure project description removed p.38 CC 1.1 budget adjusted p.40 CC 2.2 Project added to evidence base p.41 CC 4.4 Project Added and Evidence base provided. pp.45-48 budget adjustments per project / allocation changes p.49 Project description edits to CC 1.1 p.52 Project description edits per FGCU (p.54) COVID-19 vaccination project description removed p.49-67 Project adjustments to CC 1.1, 1.2, 1.3, 1.5, 1.6, 2.2, 3.4, 4.1, 4.2, 4.3 11.A.c Packet Pg. 105 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 4 KPI Change: • CC 1.5 KPI edits • CC 1.12 KPI edits • CC 3.2 KPI edits • CC 3.2 KPI edits • CC 3.4 KPI edits • CC 2.1 KPI edits • CC 2.2 KPI edits • CC 3.6 KPIs added • CC 4.1-4.3 KPI edits • CC 4.4 KPIs added Budget Change: $15.8 Million • - New $10 Million Project – CC 3.6 “Collier County Revenue Replacement” EC 6.1 Added • - New $4,586,137– CC 4.4 “Collier County Affordable Housing” Added • - New CC 1.7 “Collier Public Health Infrastructure” $1,200,000 added • CC 1.1 (Reduced from $7,500,000 to $7,000,000) • - CC 4.1 (Three library projects consolidated and reduced from $7 M to $2 M) • - CC 4.2 (Reduced from $2.05 M to $1.55 M) • CC 1.7 ($80,000) Removed • CC 4.5 ($335,066) Removed • CC 5.1 ($2,300,000) Removed • CC 5.2 ($3,871,000) Removed • CC 5.3 ($3,000,000) Removed p.61 CC 3.6 Provision of Government Services project added P.55 CC 1.7 Collier Public Health Infrastructure Project added P.67 CC 4.4 Collier County Affordable Housing project added (pp.63-66) CC4.1-4.6 Projects removed, consolidated, or edited (p.66) CC 4.5 Museum Tourism Marketing project removed (pp.68-70) CC5.1-5.3 Infrastructure projects removed pp.68-73 EC 1.5, 1.7, 1.9, 1.10, 1.12, 2.2, 2.5, 2.9, 3.2, 3.10, 3.13 (Now 2.1), 6.1 KPI additions and/or edits per FGCU and Project Subrecipients p.74 – Mandatory performance indicators edited to reflect CC 4.4, CC 4.1, and 4.3 11.A.c Packet Pg. 106 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 5 6 7/12/2022 Scope of Work / Project Changes: - All Expenditure Categories updated to fit Final Rule Guidance - New Project CC 4.5 Created to house subrecipient from CC 1.3 - Appendix A: Evaluation Report Added Project Edits: - CC 1.3 Collier Comorbidity Care (differentiated project into two – CC 4.5 is new) - CC 1.7 Collier Public Health Infrastructure - CC 4.4 Collier Affordable Housing RLF edits - CC 4.5 Collier Access to Care (new project to hold longstanding subrecipient project) KPI Change: - Table added for KPI metric reporting - CC 3.4 - CC 1.7 - CC 3.1 - CC 3.2 - CC 1.3 - CC 1.6 Budget Edits: - CC 1.1 reduced by $95,532 - CC 1.6 increased by $95,532 - CC 3.1 decreased by $28,000 - CC4.4 increased by $28,000 Collier County Board of County Commissioners July 12, 2022, Item 16D7 P.9 Plan Format Key Updated for New ECs PP.10-11 ECs updated to Final Rule P.12 Expenditure Pie Chart updated P.14 Challenges and Opportunities updated with yearly section PP.15-18 Uses of Funds employment data and ECs updated PP. 25-31 ECs updated and yearly “measuring equity” section added PP.32-36 Community Engagement Sections broken out by year and 2022 added PP.39-46 Evidence Base ECs updated, and evidence edited for EC 2.15 PP.47-50 ECs updated in Expenses by Expenditure Category Section. PP.51-69 Project ECs updated; project description edits to CC 1.7, 3.4, and 4.4 P.70 – New Project CC 4.5 Created PP.70-78 ECs updated for KPIs and KPI edits to CC 1.7, 3.4 and 4.4 PP.79-86 New KPI reporting table added PP.89-90 Summary and Next Steps yearly breakouts added and 2022 content provided 11.A.c Packet Pg. 107 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 6 7 1/10/2023 Scope of Work / Project Changes: - New Project CC 1.8 Created to provide emergency rental assistance - CC 3.4 Project Changes - CC 4.3 Project oriented toward food assistance Project Edits: - CC 1.8 Affordable Housing: Emergency Rental Assistance - CC 3.4 Public Health and Safety Operations and Response EC and project description change - CC 4.3 Immokalee Pioneer Museum Garden EC and project description change KPI Change: - CC 1.2 - CC 1.6 - CC 3.4 - CC 3.6 - CC 4.3 Budget Edits: - CC 3.2 reduced by $4,000,000 - CC 1.1 increased by $2,000,000 - New Project CC 1.8 $2,000,000 added - CC 4.1 decreased by $300,000 - CC4.4 increased by $300,000 Performance Reporting - KPI metrics updated Collier County Board of County Commissioners January 10, 2023, Item 16D2 P.9 Graphic edited P.11 Project expenditure category graphic change P.13 Expenditure Pie Chart updated PP.18-20 Uses of Funds ECs updated PP.26-31 Outcomes updated P.40-46 Evidence base updated for CC 4.3 and deleted CC 1.2 PP. 51-71 Project Inventory updated P. 72-81 CC 1.2, 1.6, 3.4, 3.6, 4.3 KPIs edited PP.82-89 KPI data adds and changes 11.A.c Packet Pg. 108 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 7 8 7/25/2023 Scope of Work / Project Changes: - New Project CC 1.9 Created to provide mental health and substance abuse services - CC 1.8 Affordable Housing-Collier County Emergency Rental Assistance edits to the project description - CC 2.2 Small Business Recovery project description change - CC 4.1 Collier County Library – Community Outreach, Literacy, and Education project description change - CC 4.3 Collier County Museums – Immokalee Pioneer Museum project description change KPI Change: - CC 1.6 - CC 2.2 - CC 3.4 - CC 4.1 - CC 4.2 - CC 4.3 - CC 4.4 Budget Edits: - CC 1.1 increased by $29,500 - CC 1.6 decreased by $29,500 - CC 1.7 increased by $1,000,000 - CC 1.8 decreased by $563,982 Collier County Board of County Commissioners July 25, 2023, Item 16D2 P.11 Graphic edited P.12-14 Project expenditure category graphic change P.15 Expenditure Pie Chart updated PP.16-17 Progress To- Date updated PP.17-18 Challenges and Opportunities updated PP.19 Unemployment and Income Chart updated PP.19-23 Uses of Funds ECs updated PP.28-34 Outcomes updated PP.36-40 Community Engagement updated P.44-50 Evidence base updated for CC 2.2 and deleted CC 2.1 PP. 54-54 Table of Expenditures updated PP. 55-75 Project Inventory updated P. 76-84 Performance Report CC 1.6, CC 2.2, CC 3.4, CC 4.1, CC 4.2, CC 4.3, CC 4.4 KPIs edited PP.85-92 KPI reporting table updated 11.A.c Packet Pg. 109 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 8 - New Project CC 1.9 $315,000 added - CC 2.1 decreased by $1,000,000 - CC 2.2 decreased by $2,810,863 - CC 3.2 decreased by $1,000,000 - CC3.3 increased by $513,982 - CC 4.1 decreased by $880,000 - CC4.4 increased by $4,375,863 - CC 4.5 increased by $50,000 Performance Reporting - KPI metrics updated 11.A.c Packet Pg. 110 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 9 9 3/26/2024 Scope of Work / Project Changes: - CC 1.7 Collier Public Health Infrastructure edits to the project description - CC 1.8 Affordable Housing-Collier County Emergency Rental Assistance edits to the project description - CC 4.1 Collier County Library – Community Outreach, Literacy, and Education project description change KPI Update: - CC 1.7 - CC 4.1 Budget Edits: - CC 1.5 increased by $1,361,444.31 - CC 1.6 decreased by $200,000.00 - CC 2.2 decreased by $2,689,137.00 - CC 3.3 increased by $100,000.00 - CC 4.1 decreased by $344,304.00 - CC 4.2 decreased by $1,017,140.31 - CC 4.4 increased by $2,689,137 - CC 4.5 increased by $100,000.00 Collier County Board of County Commissioners March 26, 2024, Item 16.D.1 P.12 Graphic edited P.14-15 Project expenditure category graphic change P.16 Expenditure Pie Chart updated PP.18 Progress To- Date updated PP. 21-22 Uses of Funds Funding Tables updated P.44-51 Use of Evidence updated PP. 52-55 Table of Expenditures updated PP. 56-75 Project Inventory updated P. 76-84 Performance Report updated PP.85-92 KPI reporting table updated 11.A.c Packet Pg. 111 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 10 GENERAL OVERVIEW EXECUTIVE SUMMARY The COVID-19 Pandemic has resulted in widespread public health and economic impacts experienced across the nation. In Collier County, these impacts have been felt by individuals, families, local businesses as well as government and nonprofit services. In response to this nationwide crisis, the American Rescue Plan Act (ARPA) was signed into law on March 11, 2021, which established the Coronavirus State Fiscal Recovery Fund and Coronavirus Local Fiscal Recovery Fund. These funds build upon the first wave of support to state and local governments established by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. While the CARES Act was intended to respond to immediate impacts from the pandemic, ARPA funding is designed to help communities turn the tide on the pandemic, address economic fallout and lay the foundation for a strong, effective, efficient, and equitable long-term recovery. ARPA funds can be used to support broad range of eligible expenses1 which are designed to:  Support public health response,  Address negative economic impacts,  Replace public sector revenue loss,  Provide premium pay for essential workers, and  Make improvements to water, sewer, and broadband infrastructure. Collier County will receive $74,762,701 in Coronavirus State and Local Recovery Funds (SLFRF) to address local impacts. Understanding the wide array of needs throughout the community, Collier County leadership has authorized spending on support for individual, food assistance, educational programming, mental health, healthcare services, businesses, nonprofits, and affordable housing. It is the hope of leadership that every resident can benefit from the investment of these funds while ensuring that the needs of the most vulnerable in the community are targeted to promote an equitable recovery. The Collier County Recovery Plan outlines the programs that will be implemented with these funds. As these are long-term recovery funds, the County has approximately five years (December 31, 2026) to provide services and complete projects. This plan will be submitted to the U.S. Department of Treasury, aligning proposed programs with a classification system developed by Treasury for reporting on expenditures. The County recognizes that pandemic recovery must be flexible to respond to shifting changes and needs in the community and may make changes to program expenditures throughout the implementation period to address 1 U.S. Treasury. “Interim Final Rule”. 31 CFR Part 35 Collier County received over $74 million in funding to support long-term recovery from the pandemic. 11.A.c Packet Pg. 112 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 11 the highest priority within the community. Collier County will measure the outputs and outcomes of projects along the way and evaluate the successes of these initiatives. To develop this plan, Collier County staff evaluated local data and worked with organizations throughout the community to consider projects that fit the community’s needs. Collier County also conducted a public survey that requested feedback on proposed expenditures and additional needs. The County received over 200 responses to this survey from residents, businesses, and nonprofits with overwhelming support for the programs identified. Nearly 99% of all respondents felt that the programs outlined would benefit Collier County residents and over 94% of respondents felt that programs would benefit businesses. Transparency is important to the leadership of Collier County. The Collier County Recovery Plan, along with annual performance reports, will be posted on the Collier County website, enabling the public to monitor the spending and progress of each program. This initial Recovery Plan covers the period from the date of award to July 31, 2021. Thereafter, the Recovery Plan will cover a 12-month period and recipients will be required to submit the report to Treasury within 30 days after the end of the 12-month period (by July 31). The following table provides dates for current and future installments: Table 1: Recovery Plan / Annual Report periods covered and due dates Annual Report Period Covered Due Date 1 Award Date – July 31, 2021 August 31, 2021 2 July 1, 2021 – June 30, 2022 July 31, 2022 3 July 1, 2022 – June 30, 2023 July 31, 2023 4 July 1, 2023 – June 30, 2024 July 31, 2024 5 July 1, 2024 – June 30, 2025 July 31, 2025 6 July 1, 2025 – June 30, 2026 July 31, 2026 7 July 1, 2026 – December 31, 2026 March 31, 2027 11.A.c Packet Pg. 113 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 12 Uses of Funds In brief, Collier County will use funding for a broad array of eligible uses. The graphic below illustrates how Collier County intends to spend the $74,762,701 received through the American Rescue Plan. These programs are translated into their corresponding federal Expenditure Categories elsewhere in this plan. 11.A.c Packet Pg. 114 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 13 Plan Format Key Through its final rule, the US Department of Treasury details ten major expenditure categories with a total of one hundred twenty-five (125) sub-categories to ensure that proposed expenditures are eligible activities. Treasury guidance directs local governments to align each expenditure with a designated category. Collier County has identified projects in six of the ten major Expenditure Categories – EC1-4, 6, and 7 (EC 5 Infrastructure, EC 8 Emergency Relief from Natural Disasters, EC 9 Surface Transportation projects and EC 10 Title I projects are not utilized). To demonstrate the breadth of projects included in this plan along with the alignment with expenditure category, this plan has been formatted to associate a color and icon with each of the six major expenditure categories that are included in this plan. Continued interventions to support individuals and families, businesses, nonprofits, first responders, education, mental health, and food security can mitigate the long-term effects of the pandemic while providing a stable foundation for future growth and prosperity. This plan identifies 20 projects in 14 Treasury-defined Expenditure Sub-Categories to receive funding over the five-year horizon. However, due to the evolving nature of the pandemic and associated recovery, these categories may shift over time to accommodate other federally allowed expenditure categories of funding. An overview of County funding areas is provided by the graphic on the previous page. The use of funds will be covered in detail in the following sections, classified by expenditure category. Public Health EC-1 Negative Economic Impacts EC-2 Public Sector Capacity EC-3 Revenue Replacement EC-6 Administrative EC-7 Premium Pay EC-4 11.A.c Packet Pg. 115 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 14 Public Health (EC 1) – $12,301,444.31 Public Health includes programs to guide the continue health and long-term response to the pandemic. Programs providing COVID-19 response and associated services have been identified, falling into the following categories:  Other COVID-19 Public Health Expenses (EC 1.7) - $2,700,000  COVID-19 Assistance to Non-Profits (EC 1.9) - $2,000,000  Mental Health Services (EC 1.12) - $7,176,444.31  Other Public Health Services (EC 1.14)- $425,000 Negative Economic Impacts (EC 2) - $30,450,504.69 Collier County is taking a comprehensive view toward mitigating negative economic impacts within the community. The following expenditure categories have been identified for program spending:  Food Programs (EC 2.1) - $6,205,349.69  Household Assistance: Rent, Mortgage, and Utility Aid (EC 2.2) - $10,761,018  Long-term Housing Security: Affordable Housing (EC 2.15) - $11,479,137  Addressing Educational Disparities: Aid to High Poverty Districts (EC 2.24) - $505,000  Assistance to Impacted Nonprofit Organizations (EC 2.34) - $1,500,000 Public Health-Negative Economic Impact: Public Sector Capacity (EC 3) - $15,766,770.00 Expenditure Category under the Final rule comprises assistance to services provided by the local government. These programs will provide essential EMS services and assist in program monitoring and evaluation:  Public Sector Workforce: Payroll and Benefits for Public Health, Public Safety, or Human Services Workers (EC 3.1) – $15,166,770  Public Sector Capacity: Effective Service Delivery (EC 3.4) - $600,000 Public Health EC-1 Economic Impacts EC-2 Public Sector Capacity EC-3 11.A.c Packet Pg. 116 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 15 Premium Pay (EC 4) - $380,000.00 The County will recognize Collier EMS staff for their heroic efforts with a one-time $2,000 hazard pay distribution for each employee that served on the front line during the 2020-21 pandemic response:  Premium Pay for Public Sector Employees (EC 4.1) - $380,000 Revenue Replacement / Provision of Government Services (EC 6) - $10,000,000.00 Recognizing that the County can meet diverse needs of residents and businesses as the community transitions from the most severe impacts of the pandemic (e.g., re-opening needs), the County has prioritized revenue replacement in order to meet a broad array of local government service needs:  Provision of Government Services (EC 6.1) - $10,000,000 Administrative (EC 7) - $5,863,982.00 This category includes funding for grant management until late 2026. The County has prioritized projects in the following expenditure category areas:  Administrative Expenses (EC 7.1) - $5,863,982 Approximately 78% of funding will be implemented through Collier County Divisions and 22% through local non-profit organizations, businesses, and universities. These areas will promote a well-rounded recovery from the pandemic over the next five years – as funding must be fully obligated by December 31, 2024, and expended by December 31, 2026. The below chart depicts funding allocation percentages by Expenditure Category. These shares will likely evolve over the full Plan horizon (2021-2026). Premium Pay EC-4 Revenue Replacement EC-6 Administrative EC-7 11.A.c Packet Pg. 117 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 16 11.A.c Packet Pg. 118 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 17 Key Outcome Goals The over-arching outcome goal of Collier ARP funding is to:  Provide a robust level of response to the pandemic,  Mitigate impacts to individuals, families, and businesses,  Increase resilience within educational, health and food systems, and  Support essential employees. Outcome goals for projects are geared at health, housing, food security, economic recovery, and education improvements. These include: Health Goals  Agencies in Collier County continue to provide higher levels of healthcare and other supportive services that enrich the health of the population. Housing Goals  Collier County residents receive rental, mortgage, utility assistance, housing navigation and affordable housing to mitigate increased housing instability. Food Security Goals  Community nutrition, food demonstration, and food pantry services connect Collier County underserved populations to more nutrition. Economic Recovery Goals  Collier County small businesses receive recovery assistance, resulting in fewer business with long- term debt/financial burden. Education Goals  Education services positively impact QCT and underserved youth, improving educational programs to support remediation of skills lost during COVID-19. For details on current Key Performance Indicators and other project tracking, see the KPI section, below. Progress To-Date 2021 The County finalized allocations for its initial plan and provided a timely submission in August 2021. A software platform was initiated to manage subrecipients and direct applications, and sub-recipient agreements and Memorandums of Understanding (MOUs) began development. 11.A.c Packet Pg. 119 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 18 2022 Since the submission of the initial Recovery Plan in August 2021, Treasury released its SLFRF Final Rule. This impacted the feasibility of Collier projects, which were updated to streamline reporting and ensure that the County is able to efficiently render services to residents and businesses as the community works towards long-term recovery from the pandemic. 100% of funds have been encumbered as projects, bearing new Expenditure Category labels. The software platform was 75% complete, capable of managing subrecipient projects and handling direct grant applications. A direct grant portal for project CC 1.1 Affordable Housing: Mortgage and Rent is open, and applications are being reviewed. CC 1.2 – Assistance to nonprofits, began in late 2022 and awards are occurring now. This project is administered by the Community Foundation. The County, Florida Gulf Coast University, and implementation partners have submitted timely reporting to Treasury, and will continue to meet reporting and expenditure goals as outlined by Treasury. 2023 The County recognizes that pandemic recovery must be flexible to respond to shifting changes and needs in the community. In response to the ongoing demand for Mental Health and Substance Abuse services the County has increased its allocation to support these critical services. Following a recent evaluation of various projects, the County determined that there was a need to realign some projects to better address the highest priorities within the community. Project CC 3.4 Assistance to Non-Profits was revised to provide funding to offset increased personnel payroll costs due to the pandemic. In addition, the County has increased funding to housing assistance initiatives. This realignment of funding will help further the County’s efforts to provide rental assistance and development costs associated with construction of new affordable housing units. The County will continue to measure the outputs and outcomes of projects and evaluate the success of these initiatives. Challenges and Opportunities 2021 The Collier County Recovery Plan represents new efforts, augmentation, and expansion of services to Collier County. Given the amount of funding, finalizing the current set of projects and coordination and capacity building among sub-recipients offered challenges and opportunities to explore new interventions united under a common set of goals. Additionally, Coronavirus Local Fiscal Recovery Funds are new and guidance on implementation will likely continue to be released by the US Department of Treasury over the next year. Collier County’s current plan and allocation of programs among Expenditure Categories represents the County’s understanding of these 11.A.c Packet Pg. 120 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 19 classifications, which may receive further definition and differentiation by the federal government. It is expected that with new guidance released, the County may need to realign programs to better fit within Expenditure Category definitions. Therefore, working to refine the local Expenditure Category – Project – Subaward system is an ongoing process, and it is the County’s hope that Treasury will continue to make technical assistance available to SLFRF recipients. 2022 As anticipated, Final Rule guidance has impacted Collier County projects, which underwent an extensive reconsideration and changes in light of the January 2022 release by Treasury. Five projects were substituted with replacements based on streamlined reporting or factors impacting allowability of costs. The County will continue to monitor and respond to Treasury guidance by re-orienting and updating its Recovery Plan and projects. 2023 As of 2023, the County is still feeling the impacts of Hurricane Ian and construction of housing is proceeding at a slower pace than usual. The devastation caused by the hurricane has created a ripple effect on the already strained construction industry, resulting in supply chain disruptions, material shortages, and labor shortages. Additionally, rent increases and the loss of affordable units continue to be a significant challenge for the County in 2023. As the demand for housing outstrips supply rents are rising, making it increasingly difficult for low-income families to find affordable housing. The loss of affordable units due to the Hurricane is also a growing concern. This has resulted in the displacement of many low-income families and further exacerbated the affordable housing crisis. 11.A.c Packet Pg. 121 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 20 USES OF FUNDS In collaboration with partners and in parallel with other federal COVID-19 funding, Collier County has identified a range of projects that further local pandemic response and recovery. Based on current data and community outreach, projects within Expenditure Categories 1-4 and 6-7 have been identified. Indicators influencing an assessment of overall community and economic health, such as unemployment and household income are discussed in the following section. Unemployment and Income According to Local Area Unemployment Statistics, Collier unemployment levels have largely stabilized since the onset of the pandemic. Prior to the pandemic, Collier County unemployment reached a low of 2.9% in December 2019. The sudden rise in unemployment peaked in April of 2020 (14.3%), then declined over the next six months. By December of 2020, the unemployment rate was down to the pre-pandemic level of the previous year (2.9%). As of January 2023, unemployment is 2.5%, which is down 2.2 points year-over-year, and even down .9 points from the January 2020 level and the rate remains below the pre-pandemic level through February of 2023. Collier County is hopeful that it will not experience another hike in unemployment as leaders, businesses and residents have gained more knowledge over the past two years in regard to the pandemic. However, it is recognized that the uncertain course of the pandemic could cause additional volatility in the future. Collier County Unemployment Rate from 2019 – Most Recent Available Month 2 2 https://floridajobs.org/workforce-statistics/data-center/statistical-programs/local-area-unemployment-statistics 11.A.c Packet Pg. 122 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 21 While the overall poverty rate in Collier County is comparatively low at 9.4% (Census), like many counties there are pockets within the community wherein it is more pervasive. Collier has eleven Qualified Census Tracts (detailed in the “Promoting Equitable Outcomes” section) wherein 50% of households make less than 60% of the area median income and are eligible for low-income housing assistance. These communities, including Immokalee, East Naples, Golden Gate, and others represent focus areas for COVID-19 treatment, vaccination, other health assistance, household assistance, economic assistance, and beyond to strive for an efficient, effective, and equitable recovery. Funding Tables Given recovering unemployment, yet persistent pockets of disproportionately disadvantaged, the range of Expenditure Categories and underlying projects provide a diverse set of interventions to support communities and businesses in Collier County. Collier County and partners have identified projects within Expenditure Categories 1 - 4, and 6-7. The following set of graphics detail Expenditure Category and Project information for all Collier County activities within this Recovery Plan. Public Health represents sixteen percent of total funds allocated to address public health challenges and needs. Programs providing COVID-19 response and associated services have been identified, falling into the following categories: Expenditure Category Expenditure Sub-Category Project Number Amount Public Health (EC-1) Other COVID-19 Public Health Expenses (EC-1.7) CC 1.7 $2,700,000 COVID-19 Assistance to Non-Profits (EC-1.9) CC 3.4 $2,000,000 Mental Health Services (EC-1.12) CC 1.5 $6,861,444.31 Mental Health Services (EC-1.12) CC 1.9 $315,000 Other Public Health Services (EC-1.14) CC 1.3 $175,000 Other Public Health Services (EC-1.14) CC 4.5 $250,000 TOTAL $12,301,444.31 Public Health Programs include $12.3 million for Public Health, $30.4 million under Negative Economic Impacts, $15.8 million in Public Sector Capacity, $380,000 for Premium Pay, $10 million for Government Services, and $5.8 million for Administrative Costs. 11.A.c Packet Pg. 123 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 22 Collier County is taking a comprehensive approach to provide assistance for mitigating negative economic impacts within the community. Forty-one percent of total funds are allocated within this category. The following expenditure categories have been identified for program spending: Expenditure Category Expenditure Sub-Category Project Number Amount Negative Economic Impacts (EC-2) (EC-2.1) Food Programs CC 1.4 $5,115,000 (EC-2.1) Food Programs CC 4.2 $528,859.69 (EC-2.1) Food Programs CC 4.3 $561,490 (EC-2.2) Household Assistance: Rent, Mortgage, and Utility Aid CC 1.1 $8,933,968 (EC-2.2) Household Assistance: Rent, Mortgage, and Utility Aid CC 1.6 $391,032 (EC-2.2) Household Assistance: Rent, Mortgage, and Utility Aid CC 1.8 $1,436,018 (EC-2.15) Long-term Housing Security: Affordable Housing CC 4.4 $11,479,137 (EC-2.24) Addressing Educational Disparities: Aid to High Poverty Districts CC 4.1 $505,000 (EC-2.34) Assistance to Impacted Nonprofit Organizations CC 1.2 $1,500,000 TOTAL $30,450,504.69 Twenty-one percent of total funds are allocated within this category. The following table presents projects within this category: Expenditure Category Expenditure Sub-Category Project Number Amount Public Sector Capacity (EC-3) (EC-3.1) Public Sector Workforce: Payroll and Benefits CC 3.2 $15,166,770 (EC-3.4) Effective Service Delivery CC 3.5 $600,000 TOTAL $15,766,770.00 Negative Economic Impacts Public Sector Capacity 11.A.c Packet Pg. 124 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 23 The County will recognize Collier EMS staff for their heroic efforts with a one-time $2,000 hazard pay distribution for each employee that served on the front line during the 2020-21 pandemic response. One percent of total funds are allocated within this category: Expenditure Category Expenditure Sub-Category Project Number Amount Premium Pay (EC-4) (EC-4.1) Premium Pay for Public Sector Employees CC 3.1 $380,000 TOTAL $380,000.00 Recognizing that Collier County can nimbly respond to evolve local needs as the community emerges from the pandemic by pursuing the broad range of allowable services enabled by this expenditure category, the County has selected EC 6.1 for funding allocation. Thirteen percent of total funds are allocated within this category: Expenditure Category Expenditure Sub-Category Project Number Amount Revenue Replacement (EC-6) (EC-6.1) Provision of Government Services CC 3.6 $10,000,000 TOTAL $10,000,000.00 This category includes funding for grant management and evaluation of programs and outcomes until late 2026. Eight percent of total funds are allocated within this category. Expenditure Category areas are as follows: Expenditure Category Expenditure Sub-Category Project Number Amount Administrative (EC-7) (EC-7.1) Administration CC 3.3 $5,863,982 TOTAL $5,863,982.00 These areas will promote a well-rounded recovery from the pandemic over the next five years – as funding must be fully obligated by December 31, 2024 and expended by December 31, 2026. Premium Pay Provision of Government Services Administrative 11.A.c Packet Pg. 125 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 24 Other Federal Funds Currently in Use to Respond to COVID-19 Collier County has deployed federal response and recovery funds since mid-2020. Through its CARES programs – amounting to $67.1 million, which are now fully exhausted - the County was able to prevent further crises and achieve economic stabilization. This included individual assistance (CCAP) and business assistance grants that have been re-tooled for inclusion in the current recovery plan (CC 1.1 and 2.2). A review of four currently active federal recovery funds totaling $23 million is provided below for broader context: Community Development Block Grant (CDBG) CV [$2,744,274] - Annually, utilizing a formula basis, Collier County is awarded grant funding from the U.S. Department of Housing and Urban Development (HUD). Collier County utilizes fifteen percent (15%) of its annual allotment of grant funding for public service activities and the balance is utilized to support public activities related to a variety of infrastructure projects (i.e., stormwater planning, sidewalks, new fire station, etc.). All funds must meet a National Objective – Low- to-moderate Income, prevent or eliminate slum and blight or urgent community need. Specific projects support legal service for businesses, senior center, health services. HOME Investment Partnership (HOME)- ARP [$2,729,078] – Collier County is considered a Participating Jurisdiction (PJ) for the HOME program. The funding received, is allocated utilizing a formula designed to reflect relative housing need. These funds are utilized to implement local housing strategies that enables Collier County to increase affordable housing opportunities for low and very low-income families. Funding will support the acquisition of a transitional housing complex for persons who are homeless or at risk of homelessness and may have special needs. Emergency Solutions Grant (ESG) CV [$3,183,770] – The U.S. Department of Housing and Urban Development, awards grants on a formula basis, to Collier County. These funds are utilized to provide emergency assistance to people who are homeless or at risk of homelessness so that they might quickly regain stability in permanent housing. Funding will support rapid rehousing, case management, and shelter operations. Emergency Rental Assistance (ERA) [$14,329,718] - Funds provided via the US Treasury to local governments to assist with rental debt and evictions and the loss of basic housing security. COVID-19 has exacerbated an affordable housing crisis that predated the pandemic and that has exacerbated deep disparities that threaten the strength of an economic recovery that must work for everyone. To meet this need, the Emergency Rental Assistance program makes funding available to assist households that are unable to pay rent or utilities. Two separate programs have been established: ERA1 provides up to $8M under the Consolidated Appropriations Act, 2021, which was enacted on December 27, 2020, and ERA2 provides up to $6.3M under the American Rescue Plan Act of 2021, which was enacted on March 11, 2021. Collier County will continue to monitor funds use and impacts across Recovery Plan projects and the above programs to ensure that funds are utilized efficiently and effectively, without duplication. 11.A.c Packet Pg. 126 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 25 PROMOTING EQUITABLE OUTCOMES Collier County is committed to the “consistent and systematic fair, just, and impartial treatment of all individuals, including individuals who belong to underserved communities.”3 through the development and implementation of funding and projects outlined in this Recovery Plan. Equity has served as a guiding principle for the development of the plan, influencing the goals identified, project design, geographic and needs-based provision of services, and intended program outcomes. Collier County will continue to monitor equitable outcomes throughout the funding horizon. A key aspect of project development has been a focus on Qualified Census Tracts (QCTs) and disproportionately disadvantaged residents. American Community Survey Data finds that of Collier County’s population of 384,902, roughly 89.3% are white, 7.3% are black, 1.6% are Asian, and 28.6% are Hispanic. 73.3% of housing is owner-occupied, 85.2% of the population has access to broadband, the Median household income is $76,415, and 9.4% of persons are in poverty4. While the poverty rate is comparatively low countywide, areas of more concentrated poverty exist in East Naples, Immokalee, and in the Southwest part of the County. Lower income communities in Collier also display higher social vulnerability scores, as defined by the Center for Disease Control’s Social Vulnerability Index (SVI). Variables such as poverty, lack of transportation access, and more crowded housing can figure into a higher SVI score, indicating that these communities may face more challenges during recovery 5. QCTs, distributions of household income, as well as CDC’s social vulnerability, along with geography-specific projects, are shown in the following maps. Qualified Census Tracts A Qualified Census Tract (QCT) means, “any census tract which is designated by the Secretary of Housing and Urban Development and, for the most recent year for which census data are available on household income in such tract, either in which 50 percent or more of the households have an income which is less than 60 percent of the area median gross income for such year or which has a poverty rate of at least 25 percent.” There are 11 QCTs in Collier, including: 7.00, 104.10, 104.20, 106.01, 107.01, 111.03, 112.04, 112.05, 113.01, 113.02, and 114.00 6. Projects in this plan that focus on housing, food programs, education, and health and wellness target disproportionately disadvantaged persons and QCTs. In addition, several location- based programs and services have been identified in the plan as predominately serving QCTs. Many of the projects serve equitable ends (based on higher need), through a county-wide approach. However, projects CC4.1-4.4 target disproportionately impacted beneficiary populations. These Library, Museum, 3 Executive Order 13985, On advancing racial equity and support for underserved communities. Web Link 4 EDA StatsAmerica: https://www.statsamerica.org/USCP/ American Community Survey, 2019. https://www.census.gov/quickfacts/fact/table/colliercountyflorida/PST045219 5 CDC Social Vulnerability: https://www.atsdr.cdc.gov/placeandhealth/svi/fact_sheet/fact_sheet.html 6 HUD, 2022. https://www.huduser.gov/portal/sadda/sadda_qct.html 11.A.c Packet Pg. 127 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 26 University Extension, and Affordable Housing projects directly serve QCTs or areas of higher social vulnerability, as shown by the following maps. CC 4.1: Collier Libraries – Golden Gate CC 4.2 Extension Education CC 4.1 Collier Libraries - Immokalee CC 4.3 Immokalee Pioneer Museum CC 4.4: Collier County Affordable Housing 11.A.c Packet Pg. 128 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 27 Median Household Income Median Household Income in Collier County is $100,700. By census tract, the median household income ranges from $30,000 to above $100,000 per year, as shown on the map below. Areas shaded in dark red indicate a higher concentration of low-income households. The largest area of concentrated poverty is located in Northern Collier County in the Immokalee area. Golden Gate, East Naples, and South along US-41 toward Naples Manor also contain tracts with modest median household incomes. Several of these areas are served by ARP projects herein. Social Vulnerability Social vulnerability refers to the resilience of communities when confronted by external stresses on human health, such as natural or human-caused disasters or disease outbreaks. The CDC's Social Vulnerability Index (SVI) uses 15 U.S. census variables at census tract level to identify communities that may need a higher level of support when recovering from a stressor event. In the map below, darker blue areas indicate higher social vulnerability. Immokalee, East Naples, Golden Gate, and Naples Manor all show a confluence of factors that can affect access to resources and vulnerability to disasters. These areas are mostly congruous with the HUD- identified Qualified Census Tracts and are served by ARP Recovery Plan projects. 11.A.c Packet Pg. 129 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 28 Equitable Outcome Goals Collier County Recovery Plan projects will target Qualified Census Tracts and disproportionately impacted groups – namely lower income populations that are at risk of eviction or foreclosure, populations with health comorbidities that can exacerbate COVID-19 impacts, and those impacted by loss of in-person school instruction due to the pandemic. Food assistance, education, medical services, and public health activities are targeted to populations where low income is endemic, unemployment is higher than the county average, access to education continues to pose challenges, and co-morbidities to respiratory health continue to exacerbate health outcomes. The following goals have been identified, aligning with funding areas prioritized by the County. Public Health Goal (EC-1) Target Impacted and Disproportionately Impacted populations for access to public health services. Negative Economic Impacts (EC-2) Target Impacted and Disproportionately Impacted populations for access to Food Programs, Rent, Mortgage, and Utility Aid, Education Disparities, and Other Economic Support. 11.A.c Packet Pg. 130 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 29 Awareness Awareness of projects and services funded will be high, given the entities delivering new food, rent, mortgage, mental health services, education, and health services are trusted and established. With partners such as the Collier County Community Foundation, Collier County Libraries, and County Communications, awareness of programs will be transmitted to disadvantaged populations currently served by other funding and programs, and via a host of social media options, including email and Facebook notifications. Access and Distribution The distribution of these programs, and access to them, will predominantly serve low- and moderate-income individuals and families as well as disproportionately disadvantaged populations and groups. Whether through implementation within QCTs or based on identified pandemic impacts to Treasury-identified presumed-eligible beneficiary populations, these programs will address disparities such as wealth and education that exacerbated pandemic impacts. Outcomes Given the above goals, awareness, and distribution of projects, intended outcomes are to address hardships that were unevenly shared during the pandemic. Predominantly lower income persons with less food security, lower access to public health services, and early education will be the recipients, which is aimed at closing gaps in health, food security, and education. Many of the outcomes described above under Key Outcome Goals recognize that residents who have experienced disparities leading to lower income, healthcare, and education are the focus populations of most project interventions. Projects CC 1.1-1.6, 1.8 and 3.4 (Rental Assistance, Mental Health, Housing, and Public Health Services, Food Security, and Housing Navigators), and CC 4.1-4.5 (Education, Food Assistance, Affordable Housing, and Medical Care) were designed to serve residents of historically underserved, QCT, and/or disproportionately disadvantaged communities. Specifically, outputs and outcomes of selected equity- focused or adjacent projects are as follows (see also the Key Performance Indicators section): Expenditure Category Collier County Project Outputs Outcomes EC 1.9 CC 3.4 Public Health and Safety Operations and Response • Maintain sufficient nurse staffing levels during the pandemic to ensure patient safety. • Maintain the appropriate level of nursing staffing as evidenced by the ratio of nursing FTE’s to Patient Census. 11.A.c Packet Pg. 131 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 30 Expenditure Category Collier County Project Outputs Outcomes EC 1.12 CC 1.5 Mental Health Services • At least 8500 total crisis stabilization bed days • At least 1100 persons served annually. • Readmission rates at 30, 90, and 180 days. • 75% of individuals served in the Crisis Stabilization Units will receive evidence- based suicide risk screening using the Columbia-Suicide Severity Rating Scale (C-SSRS). • 75% of individuals served in the Crisis Stabilization Units will participate in evidence-based safety planning (Stanley-Brown Safety Plan) to mitigate risk factors and strengthen protective factors post-discharge. EC 1.12 CC 1.9 Mental Health and substance abuse Services • Number of individuals served. • Number of outreach services. • Total number of referrals provided. 11.A.c Packet Pg. 132 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 31 Expenditure Category Collier County Project Outputs Outcomes EC 1.14 CC 1.3 Collier Comorbidity Care • Total number of Home Food Deliveries. • Number of services beneficiaries received. • Dollar value of donated food and services. • Number of unduplicated individuals and families served. • Total individuals served. • Increased number of beneficiary services provided, measured quarter-over-quarter. EC 1.14 (Continued) CC 4.5 Collier Access to Care • Total number of patients referred by PLAN to medical providers in their network. • Number of services that referred patients received. • Dollar value of donated services as reported by medical providers in PLAN’s network. • Number of new medical providers enrolled in PLAN’s network. • At least 370 patients referred annually to medical providers in the PLAN network for services. • Referred patients will receive a minimum of 2400 services annually. • At least $3,000,000 worth of donated services annually, reported by medical providers in the PLAN network. • At least 2 new medical providers will be enrolled in PLAN during the agreement period of performance. 11.A.c Packet Pg. 133 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 32 Expenditure Category Collier County Project Outputs Outcomes EC 2.1 CC 1.4 Food Security for Collier County Residents • Support at least five Food Banks or Pantries serving Residents of Collier County. • Support a minimum of 10,000 households in Collier County with food security goods and services, with demographic and QCT info for populations served. • 75% of distributed food packages will include nutrition and/or healthy diet information. • Children ages 18 or younger will be at least 25% beneficiaries of all food pantry distributions. • At least 40% of funds expended for food distribution will be in a Collier QCT. EC 2.1 (Continued) CC 4.2 University Extension – Reaching More • Number of households participating in evidence-based nutrition education programs. • Number of households in nutrition education programs who increase their knowledge of cost- efficient healthy meal preparation and how increased fruit and vegetable consumption supports nutrition for improved health. 11.A.c Packet Pg. 134 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 33 Expenditure Category Collier County Project Outputs Outcomes EC 2.1 (Continued) CC 4.3 Collier County Museums: Immokalee Pioneer Museum • Number of households receiving food assistance. • Number of repeat participants that self- report increased fruit and vegetable consumption based on CDC Behavioral Risk Factor Surveillance System (BRFSS) Fruit and Vegetable questions. EC 2.2 CC 1.1 Affordable Housing – Mortgage and Rent • Number of persons receiving rent, mortgage, or utility assistance. • 40% of persons or households will be impacted or disproportionately impacted population, as defined by Treasury. • 100% of homeowners served will receive housing counseling services. EC 2.2 (Continued) CC 1.6 – Housing Navigators and Legal Services • Number of persons or households receiving eviction prevention services. • Number of persons or households served that are impacted or disproportionately impacted population, as defined by Treasury. • 25% of persons or households served will be impacted or disproportionately impacted, as defined by Treasury. • 25% of cases will result in successful eviction prevention. 11.A.c Packet Pg. 135 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 34 Expenditure Category Collier County Project Outputs Outcomes • Number of persons or households referred to Legal Aid EC 2.2 (Continued) CC 1.8 Affordable Housing – Collier County Emergency Rental Assistance • Number of persons receiving rent, or utility assistance. • 100% of households assisted will be impacted or disproportionately impacted population, as defined by Treasury. EC 2.15 CC 4.4 Collier County Affordable Housing • Number of affordable housing units preserved or developed. • Percentage increase in number of affordable housing units preserved or developed. • Percentage of units developed benefitting those 65% AMI and 80% AMI. 11.A.c Packet Pg. 136 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 35 Expenditure Category Collier County Project Outputs Outcomes EC 2.24 CC 4.1 Collier County Libraries – COLE Program • Number of students participating in evidence-based tutoring programs. • Increased positive attitude towards reading as self- reported by students participating in homework assistance sessions. EC 2.34 CC 1.2 Help for Vulnerable Individuals and Families • Number of Nonprofit Organizations receiving assistance (for this reporting period). • Number of Nonprofit Organizations approved to receive assistance located in QCTs (for this reporting period). • Total dollar amount of salary support for Nonprofit Organizations provided (for this reporting period). 11.A.c Packet Pg. 137 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 36 Measuring Equity Assessing the location and extent of underserved populations within this plan has occurred through identification of Qualified Census Tracts, Household Income by Census Tract, and Tract-based Social Vulnerability Index scores. From this, projects have been tailored to serve as many of these areas as possible. Project CC 3.6, Evaluation and Data Analysis, subrecipient agreements, and memorandums of understanding will further define equity-responsive KPIs. Future annual reports will provide qualitative and quantitative updates, coordinated through project CC 3.6, Evaluation and Data Analysis, on how projects and approaches have achieved or promoted equitable outcomes or goals. The “Evidence Base and Impact Evaluation” Team will coordinate with sub-recipients to further build out KPIs and identify service distribution to low income and disproportionately disadvantaged communities. The County may work with the Evaluation Team to elaborate existing Key Outcome and Equity Goals and identify programmatic changes based on data gathered during the project horizon. 2022 In light of final rule guidance, the County is emphasizing services to and data collection upon impacted and disproportionately impacted beneficiaries. This includes persons of low to moderate income, persons experiencing housing or food insecurity, persons experiencing unemployment, recipients of certain federal benefits, inhabitants of Qualified Census tracts, and students who lost access to in-person instruction for a significant amount of time. As reporting data from projects and subrecipients becomes elaborated, reflections of populations served and KPIs related to equity projects will be reported in the Performance Report and Appendix A. 2023 Collier County continues to reduce disparities in life outcomes as well as disparities in public investment to shape those outcomes that will benefit all residents. Collier County continues to develop and implement strategies that identify, prioritize and effectively support the most disadvantaged geographies and populations. All programs are focused on authentically engaging residents, organizations, and other community stakeholders to inform and determine interventions (e.g., policy and program) and investments. The County seeks to improve long-term outcomes both intergenerationally and multigenerational. Data is being used to effectively assess and communicate equity needs and support timely project activities. Working collaboratively and intentionally across departments as well as across leadership levels and decision- makers the County acts urgently and boldly to achieve tangible results. All programs will align policies, processes, practices to effectively address equity challenges throughout the County’s workforce (personnel, contractors and vendors) 11.A.c Packet Pg. 138 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 37 COMMUNITY ENGAGEMENT 2021 The initial Collier County Recovery Plan was developed with significant input from partners and the public. The Community Engagement process began with partner/expert project creation. Proposal worksheets were developed and sent to partners across government and nonprofit sectors, including libraries, museums, and University Extension offices. The proposals developed by partner organizations supported public health response, economic impact responses, and services to disproportionately impacted communities. The initial set of ideas were vetted through the County Commission. Subsequently, a public survey was disseminated to determine if the programs proposed in the Recovery Plan would support the needs of the community, and final tweaks were then made. The figure below shows the steps followed in the Collier County engagement process. At the partner/expert phase Collier County staff met with the Community Foundation of Collier County, The Affordable Housing Advisory Committee, Collier County Health Department, and the Community Mental Health Agency. These meetings, conducted in mid-2021, gave rise to the initial projects which were reviewed by the Commission. Collier County developed its first plan proposal in late Spring 2021, which was shared with the public through its County Commission meeting schedule and noticing protocols. The plan was discussed by the Commission, Consult Partner Organizations and Experts Define Initial Projects County Commission Review & Input Community Survey Finalize Plan 11.A.c Packet Pg. 139 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 38 was made available for public comment, and a draft final version was approved at the June 22, 2021, Board of County Commissioners Board Meeting7. To help raise awareness toward building the final Recovery Plan, a public input survey, website, and a one- page summary were crafted and deployed. The one-page summary and associated social media postings were duplicated in Spanish to disseminate information to the significant Hispanic population living within Collier County. Email outreach was sent to over 1,000 recipients through County and Community Foundation channels and highlighted in Collier County Facebook posts. The below figure shows the distribution of stakeholders who were asked to provide feedback. The survey, open from August 13, 2021, through August 20, 2021, received 206 responses. Residents, businesses, non-profits, and others provided answers, and feedback was positive. The following graphics present summary statistics and other highlights from the survey. 7 Collier County, June 22, 2021. CRA Board Meeting Agenda: https://www.colliercountyfl.gov/home/showpublisheddocument/97540/637595144825167868 11.A.c Packet Pg. 140 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 39 204 respondents provided an answer to their identity for the purpose of the survey. 136 respondents replied as residents, 5 as businesses, 57 as non-profits, and 6 as “other”. The following two graphics explore respondents’ perception of proposed program benefits to residents and businesses. The vast majority – 98.5% - felt that the Collier programs presented by the website and 1-pager could be of benefit to Collier County residents. 133 of the 136 Resident respondents answered that programs and services would benefit people in the County. 11.A.c Packet Pg. 141 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 40 A strong majority of respondents also felt that the programs depicted by the website and one-page outreach could be of benefit to Collier County businesses – 94.2%. Of note, all five business respondents answered “Yes”, that the projects depicted (including business recovery and resilience grants) would be of benefit to area businesses. 54 of the 57 non-profit respondents also found that the projects would benefit businesses. In addition to general perception of the programs, respondents were invited to give open-ended input on public health, economic assistance, community services, essential workers, and infrastructure project preferences. Many of the responses reflect variations on projects as described within the plan, highlighting the importance of mental health and grief services (mentioned over 50 times), food assistance (35 mentions), services to children including education (31 mentions) and childcare (21 mentions), broadband access (22 mentions), training (20 mentions), and additional healthcare (17 mentions). Given the commitment to monitoring and evaluation during the plan horizon, evaluators can return to survey responses for complementary programs should the need arise. Building Capacity of Community Organizations Implementation of Collier County projects will add capacity to local community organizations providing services to communities of color, low incomes, and limited English proficiency. This includes Collier Libraries in QCTs, Collier Museums in QCTs, and University and non-profit partners directly serving these areas. Engagement will continue beyond plan creation, through implementation, and represent a hallmark of Collier ARP funding. 2021 Collier County Communications pushed messaging and information out to the full community. The County Communications and Customer Relations Division is committed to providing accurate, timely and useful information through a multimedia approach. This can include the County website, social media, government access television, printed publications, news releases, and public education and outreach. A full Spanish language complement is provided, and communications will be released during the ARP funding horizon (through 2026) in both English and Spanish. 11.A.c Packet Pg. 142 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 41 2022 Since the inaugural plan, a significant amount of evolution has occurred. The release of the Final Rule and associated guidance led to project review and necessary adjustments. Per public input to the 2021 survey, however, projects still align with stated preferences. Mental health and grief services are still strongly supported; food assistance now contains the Community Foundation, UF Extension, and Collier Museums projects; education is supplied by the Library COLE and Museum projects; training for businesses through the Business Resilience grants; and additional healthcare through the EMS projects, PPE, PLAN, and Meals of Hope projects. Collier County and partners initiated project specific messaging – for example, CC 1.1 Affordable Housing Grants – as projects began the pre-application process. An upcoming grant cycle project for 2022 will be CC 1.2 – which will include messaging for potential nonprofit grantees. The County continues to engage residents, businesses, and constituents via interaction at all levels. The graphics below serve as an illustrative representation showcasing a utility bill insert and a social media post, strategically employed to amplify the dissemination of messages and information to residents. New project proposals are fielded on a monthly basis and are evaluated according to need, allowability under SLFRF guidelines, and funding availability. Continued engagement of area nonprofits will be a feature of the full project horizon. 2023 Collier County is committed to providing ongoing outreach and communication with potential applicants as they prepare for the launch of the small business recovery program and the affordable housing program. To ensure that these programs are successful in meeting the needs of the community, Collier County will use a range of communication channels, including social media, email, and community meetings. These efforts will be designed to provide clear and concise information about the programs, eligibility criteria, and application procedures, as well as to answer any questions that potential subrecipients may have. Collier County recognizes that effective outreach and communication are critical to the success of these programs and will continue to work closely with the community to ensure that they are accessible and effective in meeting the needs of those they are designed to serve. 11.A.c Packet Pg. 143 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 42 LABOR PRACTICES Collier County utilizes strong labor standards to promote effective and efficient delivery of projects while also supporting economic recovery through strong employment opportunities. The Board of County Commissioners has set a tone for inclusive, competitive labor practices for all employees and contractors. The following paragraphs discuss Collier Human Resources policies and Procurement Services Division values that enable fair labor practices. It is the continuing policy of Collier County Board of County Commissioners to ensure that all Human Resources policies and practices are administered without regard to race, color, religion, sex, age, national origin, physical or mental handicap, or marital status.8 All Human Resources practices, including compensation, benefits, discipline, safety, as well as social and recreational activities are administered and conducted in compliance with State and Federal law. All recruitment, selection, placement, promotion, transfer, training, and reduction in force decisions are based solely on the candidates'/employees' job-related qualifications and abilities. Outreach programs may be utilized to recruit, hire, and ensure advancement of qualified minority group members, women, disabled individuals, and veterans. Collier County Government takes steps as necessary to ensure that the work environment is free of unlawful discrimination or harassment. On an annual basis, the County reviews its Human Resources procedures and strives to ensure that its supervisors and managers adhere to its commitment to Equal Employment Opportunity (EEO) principles. Collier County Government encourages employees who have EEO-related questions, comments, or complaints to discuss them with their supervisor, department director, administrator, or a representative from the Human Resources department. Employees are also encouraged to utilize the Commitment to Fair Treatment Procedure. Additionally, Collier County Government refers applicants and employees to the Florida Commission on Human Relations (FCHR), established in 1969 with the intent of protection against unlawful 8 Collier County Personnel Ordinance No. 2001-50 11.A.c Packet Pg. 144 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 43 discrimination. The FCHR assists in claims of wrongdoing, including discrimination, and provides a means for effectively resolving problems should they arise9. In 2020, Collier County Procurement Services Division was awarded the National Procurement Institute’s 25th Annual Achievement of Excellence in Procurement, which recognizes procurement organizations that embrace innovation, professionalism, productivity, leadership, and e-Procurement. The National Procurement Institute encourages the development of excellence and continued organizational improvement in public and non-profit institutions. Collier County is one of the 15 distinguished first-time winners, one of 32 agencies in Florida, and one of 40 Counties in the United States and Canada 10. The Collier County Procurement Services Division procures more than $800 million annually in goods and services, overseeing awards, market research and analysis, and bids for County contracts. Contractor monitoring and performance observes all regulations required by 2 C.F.R. 200 as pertains to federal funding. Where applicable, the Division 9 Collier County, 2015. https://www.colliercountyfl.gov/Home/ShowDocument?id=61640 10 Collier County, 2021. https://www.colliercountyfl.gov/your-government/divisions-f-r/procurement-services 11.A.c Packet Pg. 145 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 44 monitors prevailing wages to ensure that contractors are exceeding federal minima, and that compensation is fair and competitive within the County. The vision, mission, and values of Collier County Procurement division center on trust, honesty, collaboration, quality, and beyond to ensure that workers and beneficiaries are respected in their provision and enjoyment of County amenities. 11.A.c Packet Pg. 146 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 45 USE OF EVIDENCE For Collier County projects falling within the categories of Public Health (EC 1) and Negative Economic Impacts (EC 2) the County is committed to identifying how funds are being used for evidence-based interventions, and where applicable, how project impacts can be evaluated in a way that builds evidence. In addition to evidence presented here and by subrecipients, project CC 3.5 will bring in the services of an Evidence Base and Impact Evaluation team to coordinate activities in these areas. The treasury defines evidence-based projects as “interventions with strong or moderate evidence”: • Strong evidence means the evidence base that can support causal conclusions for the specific program proposed by the applicant with the highest level of confidence, as backed by one or more well-designed and well-implemented experimental study conducted on the proposed program with positive findings on one or more intended outcomes. • Moderate evidence means that there is a reasonably developed evidence base that can support causal conclusions. It consists of one or more quasi-experimental studies with positive findings on one or more intended outcomes or two or more non-experimental studies with positive findings on one or more intended outcomes.11 The following Collier County projects under EC 1 and 2 will strive to include evidence-based findings to justify program activities: Project Expenditure Category Description Evidence-based Findings Percent of Project Backed by Evidence Mental Health Services CC 1.5 EC 1.12 Mental Health Services $6,861,444.31 to provide evidence-based mental health services. Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) 11 U.S. Department of the Treasury. “Coronavirus State and Local Fiscal Recovery Funds Guidance on Recipient Compliance and Reporting Responsibilities”. 2021 11.A.c Packet Pg. 147 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 46 Project Expenditure Category Description Evidence-based Findings Percent of Project Backed by Evidence Mental Health and substance abuse services CC 1.9 EC 1.12 Mental Health Services $315,000 to provide evidence-based mental health and substance abuse services. Barnett, M.L., Gonzalez, A., Miranda, J. Chavira, D.A. Lau, A.S (2018). Mobilizing community health workers to address mental health disparities for underserved populations: A systematic review. Adm Policy Ment Health, 45:195-211. DOI 10.1007/s10488-017- 0815-0 Kangovi, S., Mitra, N., Grande, D., Long, J.A., Asch, D.A. (2020). Evidence-based community health worker program addresses unmet social needs and generates positive return on investment, Health Affairs, 39(2),207- 213. DOI 10.1377/hlthaff.2019.00981 Whitley, E.M., Everhart, R.M., Wright, R.A. (2006) Measuring return on investment of outreach by community health workers. Journal of Health Care for the Poor and Underserved, 17(1), 6- 15. https://doi.org/10.1353/hpu.2006.0015 *Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) 11.A.c Packet Pg. 148 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 47 Project Expenditure Category Description Evidence-based Findings Percent of Project Backed by Evidence Food Security for Collier County Residents CC 1.4 EC 2.1 Household Assistance: Food Programs $5,115,000 to address food security and improve access, affordability, and infrastructure for health, fresh food. Rowland et al. “Improving Health while Alleviating Hunger: Best Practices of a Successful Hunger Relief Organization.” 2018. Web Link. Nonprofit sub-recipients within this category will provide evidence-based proof from their own academic sources, or from the Pew Results First Clearinghouse or similar platform, and will work with Collier Impact Evaluation Team (CC 3.5) to define an evaluation plan for funded projects. Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) Reaching More – Extension Education CC 4.2 EC 2.1 Household Assistance: Food Programs $528,859.69 to provide classes, demonstrations, and meal supplements that support nutrition strategies and food preparation to promote nutritional security. Extension Family and Consumer Science Programs and the Family Nutrition Program use a: “comprehensive set of best practices in nutrition education for low-income audiences”. Best practices are elements and/or strategies, supported by evidence, that have been shown to be effective in achieving programmatic outcomes” Web link Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) 11.A.c Packet Pg. 149 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 48 Project Expenditure Category Description Evidence-based Findings Percent of Project Backed by Evidence Collier County Museums: Immokale e Pioneer Museum CC 4.3 EC 2.1 Household Assistance: Food Programs $561,490 to re- create a 1.25- acre citrus grove and ½ acre garden museum, providing access to healthier fruit and vegetable options to individuals experiencing food insecurity due to hardships exacerbated by the COVID-19 pandemic. Alaimo, Packnett, E., Miles, R.A., & Kruger, D.J. (2008) Fruit and Vegetable Intake among Urban Community Gardeners. Journal of Nutrition Education and Behavior, 40(2), 94-101. Web link Burt, Mayer, G., & Paul, R. (2021). A systematic, mixed studies review of the outcomes of community garden participation related to food justice. Local Environment, 26(1), 17-42. Web Link Hume, Grieger, J.A., Kalamkarian, A., D’Onise, K., & Smithers, L.G. (2022). Community gardens and their effects on diet, health, psychosocial and community outcomes: a systematic review. BMC Public Health, 22(1), 1247. Web Link Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) Affordable Housing – Mortgage and Rent CC 1.1 EC 2.2 Household Assistance: Rent, Mortgage, and Utility Aid $8,933,968 to address housing needs exacerbated by the COVID-19 pandemic – rental assistance and mortgage assistance for 0- 140 AMI, as well as housing navigators and legal services to assist persons experiencing homelessness. A study of housing assistance programs during Covid-19 found that “many programs were ultimately successful in serving households within a limited time period.” Partnering with local nonprofits led to better outcomes. Reina, Ellen, Aurand et al. “COVID-19 Emergency Rental Assistance: Analysis of a National Survey of Programs” 2021. Web Link Full Evidence Base in development and to be maintained by FGCU Impact and Evaluation Team. *(see below) 11.A.c Packet Pg. 150 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 49 Project Expenditure Category Description Evidence-based Findings Percent of Project Backed by Evidence Housing Navigators and Legal Services CC 1.6 EC 2.2 Household Assistance – Rent, Mortgage and Utility Aid This project provides $391,032 for housing navigation services, including eviction legal services for persons at risk of eviction. Services will be provided by a local not for profit. The Pew Results First Clearinghouse provides that “Legal support in eviction proceedings” holds the second-highest evidence-based rating. Web link Sub-recipients within this category will provide evidence-based proof from their own academic sources, or from the Pew Results First Clearinghouse or similar platform, and will work with Collier Impact Evaluation Team (CC 3.5) to define an evaluation plan for funded projects. Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) Affordable Housing – Collier County Emergency Rental Assistance CC 1.8 EC 2.2 Household Assistance: Rent, Mortgage, and Utility Aid $1,436,018 to address housing needs exacerbated by the COVID-19 pandemic – rental assistance to Collier County’s most disadvantaged residents and reduce homelessness and housing instability. A study of housing assistance programs during Covid-19 found that “many programs were ultimately successful in serving households within a limited time period.” Partnering with local nonprofits led to better outcomes. Reina, Ellen, Aurand et al. “COVID-19 Emergency Rental Assistance: Analysis of a National Survey of Programs” 2021. Web Link Full Evidence Base in development and to be maintained by FGCU Impact and Evaluation Team. *(see below) 11.A.c Packet Pg. 151 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 50 Project Expenditure Category Description Evidence-based Findings Percent of Project Backed by Evidence Collier County Affordable Housing CC 4.4 EC 2.15 Long-term Housing Security: Affordable Housing $11,479,137 to partner with one or more local developers of Affordable Housing and new units to Treasury presumed eligible recipients According to the United States Interagency Council on Homelessness: “Research indicates that affordability is a key determinant of the future stability of a household’s housing.” Expected beneficial outcomes are increased access to affordable and quality housing, increased neighborhood choice, and decreased disparities. Full Evidence Base maintained by FGCU Impact and Evaluation Team; available upon request. *(see below) *The County is working with an Evidence Base and Impact Evaluation Team (CC 3.5) to determine feasible evidence-based project expenditure amounts. The Team may also make recommendations regarding a learning agenda or other tools for overall program monitoring and evaluation. 11.A.c Packet Pg. 152 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 51 TABLE OF EXPENSES BY EXPENDITURE CATEGORY The following table of expenses by category details Collier County’s anticipated project expenses for the full SLFRF award amount ($74,762,701), to be obligated by December 31, 2024. As of December 31, 2023, Expenditure Categories are divided between project-based allocations (planned expenditures), MOUs and Agreements (Obligations), and Expenditures. The County is working to fully on-line all projects and expects obligations and expenditures within all categories by late 2024. Current Total Projects: 20 Current Total Amount: $74,762,701 Public Health (EC-1) Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 1.7 Other COVID-19 Public Health Expenses $2,700,000 Allocated as Projects $2,700,000 $0 $0 1.9 COVID-19 Assistance to Non-Profits $2,000,000 Allocated as Projects $2,000,000 $0 $0 1.12 Mental Health Services $7,176,444.31 Allocated as Projects $5,500,000 $3,712,513.50 $1,650,006.00 1.14 Other Public Health Services $425,000 Allocated as Projects $325,000 $160,114.59 $115,114.59 11.A.c Packet Pg. 153 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 52 Negative Economic Impacts (EC-2) Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 2.1 Household Assistance: Food Programs $6,205,349.69 Allocated as Projects $7,222,490 $5,292,431.34 $177,431.34 2.2 Household Assistance: Rent, Mortgage, and Utility Aid $10,761,018 Allocated as Projects $10,170,903.85 $7,686,182.67 $6,426,855.76 2.15 Long-term Housing Security: Affordable Housing $11,479,137 Allocated as Projects $0 $0 $0 2.24 Addressing Educational Disparities: Aid to High-Poverty Districts $505,000 Allocated as Projects $849,304 $224,776.73 $224,776.73 2.34 Assistance to Impacted Nonprofit Organizations $1,500,000 Allocated as Projects $1,500,000 $1,110,587.18 $1,110,587.18 Public Health-Negative Economic Impact: Public Sector Capacity (EC-3) Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 3.1 Public Sector Workforce: Payroll and Benefits for Public Health, Public Safety, or Human Services Workers $15,166,770 Allocated as Projects $15,166,770 $12,556,016.28 $12,556,016.28 11.A.c Packet Pg. 154 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 53 Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 3.4 Public Sector Capacity: Effective Service Delivery $600,000 Allocated as Projects $600,000 $207,000 $114,000 Premium Pay (EC-4) Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 4.1 Public Sector Employees $380,000 Allocated as Projects $380,000 $380,000 $0 Revenue Replacement (EC-6) Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 6.1 Provision of Government Services $10,000,000 Allocated as Projects $10,000,000 $10,000,000 $0 11.A.c Packet Pg. 155 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 54 Administrative (EC-7) Category Planned Expenditures as of 1.31.2024 Obligations as of 12.31.2023 Cumulative Expenditures as of 12.31.2023 Amount spent since last Annual Recovery Plan 7.1 Administrative Expenses $5,863,982 Allocated as Projects $3,763,156.69 $3,015,685.57 $1,656,414.11 11.A.c Packet Pg. 156 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 55 PROJECT INVENTORY As presented above, Collier County has currently identified 20 projects falling under 14 expenditure sub- category areas in its initial Recovery Plan. These projects respond to partner feedback, information about outstanding needs and underserved populations, and public feedback. However, given the long horizon, likelihood of evolving needs, and extensive expenditure category breadth, it is expected that projects and expenditure categories may change over time. Project CC1.1: Affordable Housing – Mortgage and Rent Funding Amount $8,933,968 Project Expenditure Category EC 2.2 – Household Assistance: Rent, Mortgage, and Utility Aid Project Overview Collier County will implement direct grant assistance to individuals and families in the form of rent, mortgage, utility assistance, and other expenses related to housing instability as defined by the County. Rental assistance may include first month’s rent, last month’s rent, and initial fees including but not limited to: relocation assistance, security deposit, application fee, utility fees, pet fees, or any other fees associated with obtaining a new lease agreement. The rental program will be available to individuals with income of 0% to 140% AMI, and the mortgage program will serve households up to 140% AMI, targeting residents in QCTs and those at or below 185% of the Federal Poverty Level. The program will provide a maximum of $25,000. The primary delivery mechanism will be through online applications, and the County will partner with all housing assistance and marketing entities for messaging. The intended outcome is to assist rental households and owner-occupied households to avoid eviction, foreclosure, and potentially homelessness. Goals & Use of Evidence The goal of Collier County’s Mortgage and Rent project is to prevent an increase of individuals and families in poverty as exacerbated by COVID-19. While COVID-19 presented a new stressor to housing stability, rental and mortgage assistance programs acting via a cash transfer, are long established mechanisms for preventing loss of housing. The efficacy of state and local rental assistance programs during COVID-19 was provided by The National Low Income Housing Coalition, found at this link: Web Link. The County intends to work with an Evidence Base and Impact Evaluation Team (CC3.5) to determine feasible evidence-based project expenditure amounts and other KPIs and evaluation techniques. Website https://www.colliercountyhousing.com/ Timeline 2021-2024 11.A.c Packet Pg. 157 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 56 Project CC1.2: Help for Vulnerable Individuals and Families – Not for Profits Funding Amount $1,500,000 Project Expenditure Category EC 2.34 – Assistance to Impacted Nonprofit Organizations Project Overview This project will provide $1.5 million in the form of grants to Collier County nonprofit organizations that have been impacted by the pandemic. Grants will not exceed $50,000 per entity, and applicants must show impacts such as decreased revenue, financial insecurity, increased costs, capacity to weather financial hardship, or challenges covering payroll. The project will be implemented through direct awards and competitive grants to nonprofit organizations that Outcomes will include sustained services to Collier County beneficiaries, as provided by assisted nonprofits. Goals & Use of Evidence The goal of this project is to assist Collier County nonprofit organizations, and by so doing, provide continuity and enhancement to the services offered to their constituent populations. Nonprofit subrecipients will implement these services. An evidence base is not required for this Expenditure Category, however the County is working with an Evidence Base and Impact Evaluation Team (CC3.5) to evaluate this project based on KPIs and analysis found in Appendix A. Website https://colliercf.org/ Timeline 2022-2026 11.A.c Packet Pg. 158 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 57 Project CC1.3: Collier Comorbidity Care Funding Amount $175,000 Project Expenditure Category EC 1.14 Other Public Health Services Project Overview This project will provide food, nutrition, and diabetes counseling services to impacted and disproportionately impacted Collier County residents improve health for comorbidities associated with COVID-19. It includes home visits for low-income individuals with diminished mobility and diabetes-specialized meal delivery. A comprehensive diabetes care center will be outfitted in the Immokalee Qualified Census Tract to provide public health consultations to beneficiaries. This project will be implemented through a subrecipient agreement with a nonprofit partner organization. Nonprofit subrecipients will report on KPIs and project progress through a web-based software portal. Outputs include food deliveries and individuals served by public health consults. Goals & Use of Evidence The goal of this program is to reduce the severity of diabetes in individuals served, thereby improving overall health. Individuals served will be Treasury Impacted or Disproportionately Impacted populations. While EC 1.14 does not require an evidence base, studies show that comorbidities exacerbate COVID-19 (web link). Further evidence and evaluation will be determined by the subrecipient’s work with the Evidence Base and Impact Evaluation Team (CC 3.5). Website https://mealsofhope.org Timeline 2022-2026 11.A.c Packet Pg. 159 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 58 Project CC1.4: Food Security for Collier County Residents Funding Amount $5,115,000 Project Expenditure Category EC 2.1 Household Assistance: Food Programs Project Overview This project addresses food access, affordability, and infrastructure for healthy, fresh food. Funds will bolster emergency food operations, strengthen local food distribution systems, expand nutrition education, and reduce hunger. The primary delivery mechanism will be a sub-grantee agreement with Community Foundation of Collier County to support local food banks. The project will also support trainings and demonstrations of nutrition education and marketing for local food systems. Outcomes will include greater food security and higher nutrition for disadvantaged Collier County residents. Goals & Use of Evidence The goal of the project is to reduce hunger and malnutrition in Collier County, as exacerbated by COVID-19. Sub-grantees will draw from best practices in hunger relief organizations, as detailed by evidence such as that found here: Web Link. Further evidence base will be detailed by the subrecipient. Alternatively, an impact evaluation may be conducted. The County intends to work with an Evidence Base and Impact Evaluation Team (CC3.5) to determine feasible evidence-based project expenditure amounts and other KPIs and evaluation techniques. Website https://colliercf.org/ Timeline 2021-2022 11.A.c Packet Pg. 160 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 59 Project CC1.5: Mental Health Services Funding Amount $6,861,444.31 Project Expenditure Category EC 1.12 Mental Health Services Project Overview This project will provide $6.5 million for mental health services to individuals in Collier County. As a result of the pandemic, increased social isolation has exacerbated depressive and affective disorders; these funds will be used toward the outcome of reducing negative mental stresses in all individuals served. Goals & Use of Evidence The Goal of this project is to reduce mental health burdens and negative associated behaviors for all persons served. Evidence will be provided by sub-recipients to verify method, and impact evaluation will be utilized where appropriate. Nonprofit subrecipients will implement these services. Further evidence base will be detailed by the subrecipient. An impact evaluation may be conducted. The County intends to work with an Evidence Base and Impact Evaluation Team (CC3.5) to determine feasible evidence- based project expenditure amounts and other KPIs and evaluation techniques. Documentation on use of procedures as evidence based in literature was provided by subrecipient January 2022. Evidence bibliography has been reviewed as sufficient by Impact Evaluation Team as appropriate and can be provided upon request. Website https://davidlawrencecenters.org/ Timeline 2021-2025 11.A.c Packet Pg. 161 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 60 Project CC1.6: Housing Navigators and Legal Services Funding Amount $391,032 Project Expenditure Category EC 2.2 Household Assistance: Rent, Mortgage, and Utility Aid Project Overview Housing Navigator Services will complement CC 1.1 Housing and Rental Assistance, in the form of “navigators” who assist persons at risk of eviction with navigating the Collier County Courts system. A housing navigator and legal services will be provided, who will assist residents to negotiate payment plans and other means of avoiding loss of housing. Outcomes will include lower rates of eviction among persons served as detailed in the KPI tables. The project began in 2022 with an agreement with a local not-for-profit housing counseling agency and legal aid nonprofit is developed – anticipated to run through 2024. Goals & Use of Evidence The first goal for this project is to decrease eviction rates among persons served. A second goal of this project is to extend housing services to Collier County’s most disadvantaged residents and reduce homelessness and housing instability. Evidence base for this project will be developed by the subrecipients and the FGCU impact evaluation team and maintained by FGCU. An impact evaluation may be conducted. The County intends to work with an Evidence Base and Impact Evaluation Team (CC3.5) to determine feasible evidence-based project expenditure amounts and other KPIs and evaluation techniques. Website https://collierlegalaid.org and https://floridahelp.org . Timeline 2022-2024 11.A.c Packet Pg. 162 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 61 Project CC1.7: Collier Public Health Infrastructure Funding Amount $2,700,000 Project Expenditure Category EC 1.7 Other COVID-19 Public Health Expenses Project Overview This project will provide funding toward the acquisition of much-needed fleet improvements for Collier County EMS. Pandemic-related calls increased strain on existing EMS transportation capital stock, accelerating asset depreciation and impacting the ability to provide a high level of service in public health and medical response. Through CC 1.7, up to seven new ambulances will be added to the EMS fleet to enhance response to medical emergencies throughout the recovery phase of the pandemic. Equipment supporting EMS services will be purchased to further outfit the ambulances, including but not limited to: radios, lighting, sirens, and health monitoring and healthcare equipment. This project will be implemented by Collier County EMS through an MOU agreement. A written justification of the project will be maintained by the County in accordance with Treasury Final Rule Capital Expenditure guidance for projects with total capital expenditure between $1 and $10 Million. Goals & Use of Evidence The Goal of this project is to maintain and enhance a high level of service provided by Collier County EMS in direct services to the public. FGCU will work with the County subrecipient to finalize Key Performance Indicators and metrics, which will be updated in future versions of the Recovery Plan. An impact evaluation may be conducted. This Expenditure Category does not require an evidence base. Website https://www.colliercountyfl.gov/government/county-manager- operations/divisions/emergency-medical-services Timeline 2022-2024 11.A.c Packet Pg. 163 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 62 Project CC1.8: Affordable Housing – Collier County Emergency Rental Assistance Funding Amount $1,436,018 Project Expenditure Category EC 2.2 – Household Assistance: Rent, Mortgage, and Utility Aid Project Overview Collier County recognizes the deep rental debt and fear of evictions and the loss of basic housing security experienced by many residents. COVID-19 has exacerbated an affordable housing crisis that predated the pandemic and that has deep disparities that threaten the strength of an economic recovery that must work for everyone and as such with the closure of ERA many households need some assistance through their ERA obligation period. To cover the needs of these impacted and disproportionately impacted families, Collier County will use ARP funds to assist. The program requirements for this project will mirror those of ERA2, families and expenditures will be administratively transferred from ERA2 to the Emergency Rental Assistance program to prevent any undue burden. It is the intent that this project will assist only through a current obligation, with a maximum amount of $25,000 in assistance or 18 months whichever comes first, documentation requirements will mirror the ERA2 program. Goals & Use of Evidence The goal of Collier County’s Emergency Rental Assistance program is to decrease eviction rates and provide utility assistance to Collier County’s most disadvantaged residents and reduce homelessness and housing instability. The County intends to work with an Evidence Base and Impact Evaluation Team (CC3.5) to determine feasible evidence-based project expenditure amounts and other KPIs and evaluation techniques. Website https://www.colliercountyhousing.com/ Timeline 2021-2024 11.A.c Packet Pg. 164 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 63 Project CC1.9: Mental Health Services and Substance Abuse Services Funding Amount $315,000 Project Expenditure Category EC 1.12 Mental Health Services Project Overview This project will provide $315,000 for mental health and substance abuse services to individuals in low to moderate-income areas in Collier County. As a result of the pandemic, increased social isolation has exacerbated depressive and affective disorders. The project funds will be used toward providing informal mental health and substance abuse counseling, referrals for primary care services and a variety of outreach events to address healthy lifestyles including physical and mental health. Goals & Use of Evidence The Goal of this project is to improve community prevention, advocacy, and education related to mental health and substance use disorders for all persons served. Evidence will be provided by sub-recipient to verify method, and impact evaluation will be utilized where appropriate. Nonprofit subrecipients will implement these services. Further evidence base will be detailed by the subrecipient. An impact evaluation may be conducted. The County intends to work with an Evidence Base and Impact Evaluation Team (CC3.5) to determine feasible evidence- based project expenditure amounts and other KPIs and evaluation techniques. Evidence bibliography has been reviewed as sufficient by Impact Evaluation Team as appropriate and can be provided upon request. Website https://healthcareswfl.org/ Timeline 2021-2025 11.A.c Packet Pg. 165 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 64 Project CC3.1 Collier County Premium (Hazard) Pay for First Responders Funding Amount $380,000 Project Expenditure Category EC 4.1: Premium Pay for Public Sector Employees Project Overview Collier County EMS workers provided critical COVID-19 response throughout the 2020 and 2021 pandemic. For these heroic efforts, Collier County will be providing a one-time, $2,000 hazard pay distribution to each EMS employee for services rendered between March 2020 and the initiation of this award cycle. Goals include recognition of essential frontline work and increased employee retention. This project was implemented and completed during 2022. Goals & Use of Evidence Expenditure Category 4.1 does not require an evidence-based approach. Evaluation will include metrics on employee retention and job satisfaction, reported following the hazard pay. This project expenditure category does not require an evidence-based allocation. Website https://www.colliercountyhousing.com/ Timeline 2022 11.A.c Packet Pg. 166 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 65 Project CC3.2: Public Health and Safety Operations and Response Funding Amount $15,166,770 Project Expenditure Category EC 3.1 Public Sector Workforce: Payroll and Benefits for Public Health, Public Safety, or Human Services Workers Project Overview This project will cover costs incurred by Collier County Emergency Medical Services to cover payroll and benefits of employees responding to COVID-19. Staff will attest to COVID-19 related work activities. This project will begin once monitoring protocols have been established, following submission of the Recovery Plan. Outcomes include maintaining employee retention. Goals & Use of Evidence Goals for this project are maintained employee retention. While this project expenditure category does not require an evidence base, activity will be monitored to ensure activities correspond to COVID-19 response. This project does not require evidence-based allocations. Website https://www.colliercountyfl.gov/government/county-manager- operations/divisions/emergency-medical-services Timeline 2023-2026 11.A.c Packet Pg. 167 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 66 Project CC3.3: Administration Funding Amount $5,863,982 Project Expenditure Category EC 7.1 Administrative Expenses Project Overview This project covers staff and consultant activities dedicated to ensuring program compliance, monitoring, auditing, and administration. Staff are obligated through March 2027 to assist with closeout and final reporting. This project will -be responsible for the submission of the Recovery Plan and continue throughout the duration of allowable SLFRF funding timelines. It will primarily involve Collier County and consultant partners. Outcomes include compliance and monitoring for all other SLFRF Recovery Plan projects. Goals & Use of Evidence Goals for this project are project success for all other areas within the Recovery Plan. While this project expenditure category does not require an evidence base, Collier County is committed to open, transparent, efficient government and is keeping administrative costs to lower than 10%. This project does not require evidence-based allocations. Website https://www.colliercountyhousing.com/ Timeline 2021-2026 11.A.c Packet Pg. 168 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 67 Project CC3.4: Public Health and Safety Operations and Response Funding Amount $2,000,000 Project Expenditure Category EC 1.9 COVID-19 Assistance to Non-Profits Project Overview The NCH Healthcare System is a not-for-profit, multi-facility healthcare system located in Naples, Florida. NCH and the medical facilities and hospitals that fall under their jurisdiction have been on the frontline of the public health emergency providing services to prevent and mitigate COVID-19 to the general public. Responding to the pandemic required NCH to increase their COVID-19 treatment capacity. The market for nursing staff was highly competitive and staffing shortfalls were a challenge. In addition, due to staffing shortfalls in the summer, the hospital was required to fill nursing positions through staffing agencies. The goal of the grant to NCH is to mitigate financial hardship by offsetting the increased personnel payroll costs due to COVID-19 and maintain safe nursing staffing levels to patient census to ensure safety and quality of care delivery. Staff will attest to COVID-19 related work activities and outcomes include maintaining nursing staffing levels to care for COVID-19 patients. Goals & Use of Evidence The goals of this project are to offset increased personnel payroll costs due to COVID-19 and maintain safe nurse staffing levels to patient census to ensure safety and quality of care delivery. This project does not require evidence-based allocations. Website https://nchmd.org Timeline 2022-2026 11.A.c Packet Pg. 169 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 68 Project CC3.5: Evaluation and Data Analysis Funding Amount $600,000 Project Expenditure Category EC 3.4 Public Sector Capacity: Effective Service Delivery Project Overview This project will create the systems and evaluation processes to assist Collier County ARP projects to measure impact transparently and with a focus on efficacy, equity, and efficiency. It will include services procured to assist with meeting Treasury Guidelines on evidence base and impact evaluation for all relevant Collier ARP projects. Outcomes include evaluation and analysis that leads to optimized health, food security, housing, medical, disadvantaged services, and economic support programs in Collier County. Goals & Use of Evidence Goals for this project include high level of service in measuring and evaluating Collier County ARP projects, such that residents, businesses, and nonprofits are served in ways that improve community health and prosperity. This project will streamline and refine the use of evidence and monitoring for all projects proposed in the recovery plan requiring evidence and evaluation. This project does not require evidence-based allocations. Website https://www.fgcu.edu/ Timeline 2022-2026 11.A.c Packet Pg. 170 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 69 Project CC 3.6: Collier County Revenue Replacement Funding Amount $10,000,000 Project Expenditure Category EC 6.1 Provision of Government Services Project Overview This project involves election of the use of Treasury’s standard $10 Million dollar Revenue Replacement option, enabled via the 2022 SLFRF Final Rule. These funds will be utilized to provide government services normally provided in Collier County. Collier County will implement the project. Project Key Performance Metrics include tracking the dollars spent to date on provision of government services, and number of Public Safety personnel supported. This project addresses the need for government services traditionally provided by Collier County, which have been impacted by pandemic related volatility, namely public safety. Goals & Use of Evidence The goal of this project is to enable provision of government services typically provided by Collier County, which have been negatively impacted by pandemic volatility. While this expenditure category does not require an evidence based, these activities represent Collier’s long-time commitment to excellence in the provision of public services. Evaluation will occur via tracking of Key Performance Indicators. This project expenditure category does not require an evidence-based allocation. Website https://www.colliercountyhousing.com/ Timeline 2022-2026 11.A.c Packet Pg. 171 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 70 Project CC4.1 Collier County Library – Community Outreach, Literacy, and Education (COLE) Funding Amount $505,000 Project Expenditure Category EC 2.24 Addressing Educational Disparities: Aid to High Poverty Districts Project Overview The Community Outreach, Literacy and Education (COLE) Program will provide educational sessions at the Golden Gate and Immokalee libraries, both serving Qualified Census Tract (QCT) populations. The library will offer a minimum of three sessions per week to support literacy and improved educational outcomes of local school-age students in grades K-12. A COLE coordinator will serve at each branch, preparing for and overseeing community outreach and homework including English as a Second Language (ESOL). The COLE Program includes the use of laptops for access to online educational resources and materials for instructional sessions for use by students and staff. To support homework help through the COLE program, additional visual, print and audio materials will be purchased to support instruction during the session and for students to check out to practice reading comprehension. Outcomes include increased positive attitude on the survey provided, towards reading as self-reported by students participating in homework assistance sessions. Goals & Use of Evidence The project will be measured in terms of program registration, attendance, and increased positive attitude towards reading as self-reported by students participating in homework assistance sessions. This project expenditure category does not require an evidence-based allocation. Website https://www.collierlibrary.org. Timeline 2022-2026 11.A.c Packet Pg. 172 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 71 Project CC 4.2 University Extension, Reaching More – Extension Education Funding Amount $528,859.69 Project Expenditure Category EC 2.1 Household Assistance: Food Programs Project Overview This project involves nutrition education, healthy meals through food purchases, meal preparation, and activities to improve dietary quality, nutrition literacy, and reduce overall health disparities exacerbated by the pandemic. This project will be executed by the University of Florida Institute of Food and Agricultural Science (UF|IFAS) Extension Collier County (AKA University Extension Services). A memorandum of understanding will be developed between Collier County and University Extension Services (UES) to implement this project. Outcomes include participation in activities and education to improve knowledge of cost-effective meal preparation and the importance of fruits and vegetable intake for enhancing health. Goals & Use of Evidence The goal of this project is to extend the outreach of Extension through increased support of food assistance through nutrition education to low-income Collier County residents who have been adversely affected by COVID, by providing nutrition education to SNAP-eligible recipients in Collier County. Evidence for nutrition education, nutrition literacy, and grocery store tours, particularly when accompanied by healthy food demonstrations as a means of improving food security and dietary intake, have been shown to be effective through research. Full evidence base will be maintained by the FGCU Impact Evaluation Team. The program will be evaluated in accordance with goals, such as by participant behavior change through pre- and post-test measures. Collier County UF Extension Office will implement these services. This project involves collaboration with an Evidence Base and Impact Evaluation Team (CC3.5) to evaluate evidence-based project expenditure amounts, KPIs and evaluation techniques. Website https://sfyl.ifas.ufl.edu/collier/ Timeline 2022-2026 11.A.c Packet Pg. 173 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 72 Project CC4.3: Collier County Museums – Immokalee Pioneer Museum Funding Amount $561,490 Project Expenditure Category EC 2.1 Household Assistance: Food Programs Project Overview This project consists of recreating a 1.25-acre citrus grove and half-acre garden at Immokalee Pioneer Museum, to provide access to healthier fruit and vegetable options to individuals experiencing food insecurity due to hardships exacerbated by the COVID-19 pandemic. The project will be implemented through a memorandum of understanding with Collier County Museums. Outcomes will include lower food insecurity as tracked by produce distributed over the life of the project. Goals & Use of Evidence Goals of this project include decreased food insecurity for residents within the QCTs surrounding Immokalee. Evidence base supports community gardens provide participants with easier access healthier food options those who participate consume more fruits and vegetables throughout the day than non-community garden program participants. Collier County Museums will implement this service. Further evidence base will be detailed through the MOU. Full evidence based is maintained by FGCU Impact and Evaluation Team and is available upon request. This project involves collaboration with an Evidence Base and Impact Evaluation Team (CC3.5) to evaluate evidence-based project expenditure amounts, KPIs and evaluation techniques. Website https://colliermuseums.com Timeline 2022-2026 11.A.c Packet Pg. 174 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 73 Project CC4.4: Collier County Affordable Housing Funding Amount $11,479,137 Project Expenditure Category EC 2.15 Long-term Housing Security: Affordable Housing Project Overview This project involves the creation of a Loan Fund and a Grant Program that will provide capital to Internal Revenue Code (IRC) Section 42 Low Income Housing Tax Credit (LIHTC), IRC Section 142 Tax Exempt Bond-eligible projects, or other qualifying affordable housing projects located in Collier County. Capital provided in the form of loans will be accounted for in accordance with the Treasury Final Rule, “Treatment of Loans” section. Capital provided in the form of grants will be managed as a subrecipient agreement with the Developer. Grants or loans will be utilized to cover all eligible development costs associated with delivery of new affordable housing units, to include but not limited to construction, permitting, survey, developer fees, impact fee and labor and materials. Flexibility of capital access options is intended to facilitate maximum leverage of the program; hence, both loans and grants will be available. Goals & Use of Evidence The goal for this program is to provide development assistance for affordable housing which serves Collier County impacted and disproportionately impacted households. Evidence supporting affordable housing interventions has been gathered by FGCU and can be provided upon request. Website https://www.mcdprop.com/ and https://www.ruralneighborhoods.org/ Timeline 2023-2026 11.A.c Packet Pg. 175 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 74 Project CC4.5: Collier Access to Care Funding Amount $250,000 Project Expenditure Category EC 1.14 Other Public Health Services Project Overview This project will provide medical services to Impacted and Disproportionately Impacted Collier County residents, including primary, urgent, and specialized care. Individuals with acute and chronic health concerns will be connected to physicians, nurse practitioners, and other healthcare professionals offering pro-bono services through a nonprofit intermediary organization. This project will be implemented through a subrecipient agreement with a nonprofit partner organization. Nonprofit subrecipients will report on KPIs and project progress through a web-based software portal. Outputs include referrals made, services provided, and physicians recruited to join the service provider network. Goals & Use of Evidence The goal of this program is to address general and specialized illness for beneficiaries served through medical treatment. Individuals served will be Treasury Impacted or Disproportionately Impacted populations. While EC 1.14 does not require an evidence base, studies show that comorbidities exacerbate COVID-19 (web link). Further evidence and evaluation will be determined by the subrecipient’s work with the Evidence Base and Impact Evaluation Team (CC 3.5). Website www.plancc.org Timeline 2022-2024 11.A.c Packet Pg. 176 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 75 PERFORMANCE REPORT COLLIER KEY PERFORMANCE INDICATORS Key Performance Indicators (KPIs), in addition to those mandated by the Treasury, reflect individuals, families, and businesses served, with an emphasis on outcomes that increase access, decrease negative health outcomes, and evaluate the efficiency, efficacy, and equity. For the August 31, 2021, Recovery Plan, Key Performance Indicators – i.e., outputs and outcomes – have been defined broadly in response to current project definition. As sub-recipient agreements and MOUs are composed, outputs and outcomes may shift to reflect the implementing organization’s specific logic model. Please see Appendix A: Collier County KPI Compendium for evaluation on KPIs. From the Collier County inventory of projects, the following KPIs have been developed by expenditure category. The first table provides an overview of KPIs; the second provides data inputs for the current year. Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 1.7 CC 1.7 Collier Public Health Infrastructure • Number of fully outfitted Ambulances acquired for Collier EMS emergency response • Improved response times for EMS services, as measured by a year- over-year comparison, pre- and post- acquisition of new EMS vehicles EC 1.9 CC 3.4 Public Health and Safety Operations and Response • Maintain sufficient nurse staffing levels during the pandemic to ensure patient safety • Maintain the appropriate level of nursing staffing as evidenced by the ratio of nursing FTE’s to Patient Census. 11.A.c Packet Pg. 177 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 76 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 1.12 CC 1.5 Mental Health Services • At least 8500 total crisis stabilization bed days • At least 1100 clients served per year • Readmission rates at 30, 90, and 180 days • 75% of individuals served in the Crisis Stabilization Units will receive evidence-based suicide risk screening using the Columbia- Suicide Severity Rating Scale (C-SSRS) • 75% of individuals served in the Crisis Stabilization Units will participate in evidence- based safety planning (Stanley-Brown Safety Plan) to mitigate risk factors and strengthen protective factors post- discharge 11.A.c Packet Pg. 178 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 77 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 1.12 CC 1.9 Mental Health and substance abuse Services • Number of individuals served. • Number of outreach services. • Total number of referrals to provider agencies. EC 1.14 CC 1.3 Collier Comorbidity Care • Total number of Home Food Deliveries • Number of services beneficiaries received. • Dollar value of donated food and services • Number of unduplicated individuals and families served • Total individuals served • Increased number of beneficiary services provided, measured quarter-over-quarter 11.A.c Packet Pg. 179 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 78 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 1.14 (Continued) CC 4.5 Health and Wellness Promotion • Total number of patients referred by PLAN to medical providers in their network. • Number of services that referred patients received • Dollar value of donated services as reported by medical providers in PLAN’s network • Number of new medical providers enrolled in PLAN’s network • At least 370 patients referred annually to medical providers in the PLAN network for services • Referred patients will receive a minimum of 2400 services annually • At least $3,000,000 worth of donated services annually, reported by medical providers in the PLAN network • At least 2 new medical providers will be enrolled in PLAN during the agreement period of performance EC 2.1 CC 1.4 Food Security for Collier County Residents • Support at least five Food Banks or Pantries serving Residents of Collier County • Support a minimum of 10,000 households in Collier County with food security goods and services, with demographic and QCT info for populations served • 75% of distributed food packages will include nutrition and/or healthy diet information • Children ages 18 or younger will be at least 25% beneficiaries of all food pantry distributions • At least 40% of funds expended for food distribution will be in a Collier QCT 11.A.c Packet Pg. 180 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 79 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 2.1 (Continued) CC 4.2 University Extension – Reaching More • Number of households participating in evidence-based nutrition education programs. • Number of households in nutrition education programs who increase their knowledge of cost- efficient healthy meal preparation and how increased fruit and vegetable consumption supports nutrition for improved health. EC 2.1 (Continued) CC 4.3 Collier County Museums: Immokalee Pioneer Museum • Number of households receiving food assistance. • Number of repeat participants that self- report increased fruit and vegetable consumption based on Behavioral Risk Factor Surveillance System (BRFSS) Fruit and Vegetable questions. EC 2.2 CC 1.1 Affordable Housing – Mortgage and Rent • Number of persons receiving rent, mortgage, or utility assistance • 40% of persons or households will be impacted or disproportionately impacted population, as defined by Treasury. • 100% of homeowners served will receive housing counseling services. 11.A.c Packet Pg. 181 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 80 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 2.2 (Continued) CC 1.6 – Housing Navigators and Legal Services • Number of persons or households receiving eviction prevention services • Number of persons or households served that are impacted or disproportionately impacted population, as defined by Treasury • Number of persons or households referred to Legal Aid • 25% of persons or households served will be impacted or disproportionately impacted, as defined by Treasury • 25% of cases will result in successful eviction prevention EC 2.2 (Continued) CC 1.8 Affordable Housing – Collier County Emergency Rental Assistance • Number of persons receiving rent, or utility assistance. • 100% of households assisted will be impacted or disproportionately impacted population, as defined by Treasury. 11.A.c Packet Pg. 182 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 81 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 2.15 CC 4.4 Collier County Affordable Housing • Number of affordable housing units preserved or developed. • Percentage increase in number of affordable housing units preserved or developed. • Percentage of units developed benefitting those 65% AMI and 80% AMI. EC 2.24 CC 4.1 Collier County Libraries • Number of students participating in evidence-based tutoring programs. • Increased positive attitude towards reading as self-reported by students participating in homework assistance sessions. EC 2.34 CC 1.2 Help for Vulnerable Individuals and Families-Aid to Not For Profits • Number of Nonprofit Organizations receiving assistance (for this reporting period) • Number of Nonprofit Organizations approved to receive assistance located in QCTs (for this reporting period) • Total dollar amount of salary support for Nonprofit Organizations provided (for this reporting period) 11.A.c Packet Pg. 183 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 82 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 3.1 CC 3.2 Public Health and Safety Operations • Number of government FTEs responding to COVID-19 supported under this authority • Maintain employee retention EC 3.4 CC 3.5 Evaluation and Data Analysis • Number of projects for which evaluation data has been negotiated with subrecipient • Number of projects for which evaluation plans have been defined and implemented • Number of projects for which evidence base has been refined • Annual Key Outcome Goal assessments EC 4.1 CC 3.1 Collier County Premium (Hazard) Pay for First Responders • Number of staff provided premium (hazard) pay benefits • Lower turnover rate in job categories receiving premium (hazard) pay EC 6.1 CC 3.6 Provision of Government Services • Dollars spent on provision of government services to date. • Number of Public Safety Personnel supported 11.A.c Packet Pg. 184 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 83 Expenditure Category Associated Projects Output KPIs Outcome KPIs EC 7.1 CC 3.3 Administration • Dollar amount of funds encumbered to ARPA Projects • Number of timely Treasury submissions for Collier County ARPA 11.A.c Packet Pg. 185 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 85 Collier Key Performance Indicators Data Inputs FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 EC 1.7 CC 1.7 Collier Public Health Infrastructure Output Number of fully outfitted Ambulances acquired for Collier EMS emergency response Outcome Improved response times for EMS service, as measured by a year-over-year comparison, pre- and post-acquisition of new EMS vehicles EC 1.9 CC 3.4 Public Health and Safety Operations and Response Output Maintain appropriate nurse staffing levels during the pandemic to ensure patient safety Outcome Maintain the sufficient level of nursing staffing as evidenced by the ratio of nursing FTE’s to Patient Census EC 1.12 CC 1.5* Mental Health Services Output At least 8500 total crisis stabilization bed days 3,051 3,413 3,218 2,904 Output At least 1100 clients served per year 468 523 1,299 1721 Output Readmission rates at 30, 90, and 180 days 10, 16, 21 13, 19, 21 11, 16, 23 11, 17, 20 Outcome 75% of individuals served in the Crisis Stabilization Units will receive evidence-based suicide risk screening using the Columbia-Suicide Severity Rating Scale (C-SSRS) 99% 97% 96% 98% 11.A.c Packet Pg. 186 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 86 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 Outcome 75% of individuals served in the Crisis Stabilization Units will participate in evidence-based safety planning (Stanley-Brown Safety Plan) to mitigate risk factors and strengthen protective factors post-discharge 93% 91% 93% 96% EC 1.12 CC 1.9 Mental Health and Substance Abuse Services Output Number of individuals served Output Number of outreach services Outcome Total number of referrals to provider agencies EC 1.14 CC 1.3 Collier Comorbidity Care Output Total number of Home Food Deliveries Output Number of services beneficiaries received Output Dollar value of donated food and services Output Number of unduplicated individuals and families served Output Total individuals served Outcome Increased number of beneficiary services provided, measured quarter-over-quarter EC 1.14 CC 4.5 Collier Access to Care Output Total number of patients referred by PLAN to medical providers in their network 152 113 130 143 11.A.c Packet Pg. 187 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 87 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 Output Number of services that referred patients received 537 538 594 606 Output Dollar value of donated services as reported by medical providers in PLAN's network $877,908.00 $928,369.00 $1,036,059.00 $1,118,741.00 Output Number of new medical providers enrolled in PLAN's network 0 0 1 0 Outcome At least 370 patients referred annually to medical providers in the PLAN network for services 152 113 130 143 Outcome Referred patients will receive a minimum of 2400 services annually 537 538 594 606 Outcome At least $3,000,000 worth of donated services annually, reported by medical providers in the PLAN network $877,908.00 $928,369.00 $1,036,059 $1,118,741.00 Outcome At least 2 new medical providers will be enrolled in PLAN during the agreement period of performance 0 0 1 0 EC 2.1 CC 1.4** Food Security for Collier County Residents* Output Support at least five Food Banks or Pantries serving Residents of Collier County Output Support a minimum of 10,000 households in Collier County with food security goods and services, with demographic and QCT info for populations served 11.A.c Packet Pg. 188 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 88 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 Outcome 75% of distributed food packages will include nutrition and/or healthy diet information Outcome Children ages 18 or younger will be at least 25% beneficiaries of all food pantry distributions Outcome At least 40% of funds expended for food distribution will be in a Collier QCT EC 2.1 CC 4.2 University Extension - Reaching More Output Number of households participating in evidence-based nutrition education programs 170 Outcome Number of households in nutrition education programs who increase their knowledge of cost-efficient healthy meal preparation and how increased fruit and vegetable consumption supports nutrition for improved health. 170 EC 2.1 CC 4.3 Collier County Museums: Immokalee Pioneer Museum Output Number of households receiving food assistance Outcome Number of repeat participants that self-report increased fruit and vegetable consumption based on CDC Behavioral Risk Factor Surveillance System (BRFSS) Fruit and Vegetable questions EC 2.2 CC 1.1 Affordable Housing - Mortgage and Rent Output Number of persons or households receiving rent, mortgage, or utility assistance 111 66 20 3 11.A.c Packet Pg. 189 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 89 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 Outcome 40% of households will be impacted or disproportionately impacted population, as defined by Treasury 100% 100% 100% 100% Outcome 100% of homeowners served will receive housing counseling services 100% 100% 100% 100% EC 2.2 CC 1.6 Housing Navigators and Legal Services Output Number of persons or households receiving eviction prevention services 18, 70 4, 30 36 43 Output Number of persons or households served that are impacted or disproportionately impacted, as defined by Treasury 18, 70 4, 32 36 43 Output Number of persons or households referred to Legal Aid Outcome 25% of persons or households served will be impacted or disproportionately impacted, as defined by Treasury 100%, 100% 100%, 100% 100% 100% Outcome 25% of cases will result in successful eviction prevention 94%, 66% 100%, 32% 54% 45% EC 2.2 CC 1.8 Affordable Housing – Collier County Emergency Rental Assistance Output Number of persons or households receiving rent or utility assistance 6 0 11.A.c Packet Pg. 190 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 90 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 Outcome 100% of households assisted will be impacted or disproportionately impacted population, as defined by Treasury 100% EC 2.15 CC 4.4 Collier County Affordable Housing Output Number of affordable housing units preserved or developed Outcome Percentage increase in number of affordable housing units preserved or developed Outcome Percentage of units developed benefitting those 65% AMI and 80% AMI EC 2.24 CC 4.1 Collier County Library – Community Outreach, Literacy, and Education (COLE) Output Number of students participating in evidence-based tutoring programs. 81 119 78 106 Outcome Increased positive attitude towards reading as self-reported by students participating in homework assistance sessions. 0 26 EC 2.34 CC 1.2 Help for Vulnerable Individuals and Families Output Number of Nonprofit Organizations receiving assistance (for this reporting period) 5 8 12 Output Number of Nonprofit Organizations approved to receive assistance located in QCTs (for this reporting period) 5 8 8 Outcome Total dollar amount of salary support for Nonprofit Organizations provided (for this reporting period) $133,956.53 $232,488.13 $433,849.01 11.A.c Packet Pg. 191 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 91 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 EC 3.1 CC 3.2 Public Health and Safety Operations Output Number of government FTEs responding to COVID-19 supported under this authority 188 207 Outcome Maintain employee retention EC 3.4 CC 3.5 Evaluation and Data Analysis Output Number of projects for which evaluation data has been negotiated with subrecipient 20 21 23 Output Number of Projects for which evaluation plans have been defined and implemented 20 21 23 Output Number of projects for which evidence base has been refined 14 14 16 Outcome Annual Key Outcome Goal Assessments 20 5 5 EC 4.1 CC 3.1 Premium (Hazard) Pay Output Number of staff provided premium (hazard) pay benefits 191 Outcome Lower turnover rate in job categories receiving premium (hazard) pay 13 EC 6.1 CC 3.6 Provision of Government Services Output Dollars spent on provision of government services to date Outcome Number of Public Safety personnel supported 11.A.c Packet Pg. 192 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 92 FY 2023 (Oct 2022-Sept 2023) Quarter 1 Quarter 2 Quarter 3 Quarter 4 EC 7.1 CC 3.3 Administration Output Dollar amount of funds encumbered to ARPA projects $52,339,572.15 $52,616,708.72 $57,701,620.16 Outcome Number of timely Treasury submissions for Collier County ARPA 1 1 1 1 *CC 1.5 Entries for Output KPIs (At least 8500 total crisis stabilization beds and At least 75 clients served per year) are cumulative for quarters 1-3. **CC 1.4 Entries are cumulative for entire 2021 calendar year, entered in Q1 FY2022. 11.A.c Packet Pg. 193 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Collier County, Florida 2023 Recovery Plan Performance Report 93 Mandatory Performance Indicators (Federally Required) a. Household Assistance and Housing Support: • Number of people or households receiving eviction prevention services (including legal representation) • Number of affordable housing units preserved or developed Collier County is pursuing projects in household assistance through its rental and mortgage assistance program and will collect information about people and households receiving eviction prevention services via project CC 1.6. Additionally, CC 4.4, Collier County Affordable Housing, will report on number of affordable housing units preserved or developed. b. Negative Economic Impacts (EC 2): • Number of workers enrolled in sectoral job training programs • Number of workers completing sectoral job training programs • Number of people participating in summer youth employment programs Collier County’s assistance for negative economic impacts includes grants for business recovery and business resilience counseling, technical services, and technology upgrade funding. While the projects are intended to positively benefit workers, sectoral job training programs are not a current ARP funded project; thus, data thereon is not going to be captured. c. Education Assistance: • Number of students participating in evidence-based tutoring programs Collier County projects CC 4.1 and 4.3 target Education Services to high poverty districts, and to the extent that activities within each project consist of tutoring services, data will be collected on students participating therein. d. Healthy Childhood Environments: • Number of children served by childcare and early learning (pre-school/pre-K/ages 3- 5) • Number of families served by home visiting Collier County has not allocated project funding directly for childcare, early learning, or home visitations at this time. Should sub-recipient projects emerge that included childcare or home visits, data will be collected thereon. 11.A.c Packet Pg. 194 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 94 Ineligible Activities: Tax Offset Provision (States and territories only) Collier County Florida is not required to report on these items. Item Amount a. Revenue-reducing Covered Changes $0.00 See Section C (11) on page 33 of the Reporting Guidance for additional information. 11.A.c Packet Pg. 195 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 95 SUMMARY AND NEXT STEPS 2021 This plan represents the first phase in a multi-year process of reporting and plan implementation. Through it, Collier County has created a roadmap for utilizing the $74,762,701 awarded by the Treasury to spur recovery in an efficient, effective, and equitable fashion. As mentioned in the Executive Summary, six more iterations of this plan – delivered as an Annual Report – will be created between August 31, 2021, and March 31, 2027. Per Treasury Guidance for States, U.S. territories, metropolitan cities and counties with populations exceeding 250,000 residents, Collier County will also be required to submit a one-time Interim Report on August 31, 2021, and a Project and Expenditure Reports starting October 31, 2021, and then on a quarterly basis until 2027. Given that the COVID-19 pandemic brought about an unprecedented leap – and precipitous drop – in Collier County unemployment, it is likely that recovery needs will evolve over the five-year project horizon. Additionally, as the County collaborates with implementation partners, projects and KPIs will be further defined to best express organizational capacities and the needs of populations served. As such, Expenditure Categories, Projects, KPIs, and Outcomes are likely to continue to change in the months and years to come, which this plan has emphasized throughout. As recommended in Treasury Guidance, the County will notify Treasury of substantial updates to the plan in months and years to come. At this point, next steps will consist of finalizing subrecipient agreements and memorandums of understanding with all implementation partners. The County will also work with administration partners to build out the software data capture, project management, and reporting systems that underpin successful project deployment. Staff will work to create policies and procedures for County grant and assistance programs, targeting those disproportionately disadvantaged by the pandemic. An evaluation team will also begin “deep dive” activities to define impact evaluation and additional evidence bases where needed. Plan Amendments Recognizing that Expenditure Category uses and Projects will evolve over time, amendments to the plan are anticipated. Amendments can be processed on a continual basis throughout the year and will be shown on an Amendment Log at the beginning of the document. The Amendment Log will note amendment number, date, content of amendment, level of approval that has approved the content, and affected pages. All plan amendments will be routed to the County Manager for approval. For amendments involving re- allocations of over $50,000, recommendation to accept updates via memorandum or agenda material will be provided to the Board. All amendments will be carried out in accordance with existing Collier County Grants and Procurement policies and procedures. 11.A.c Packet Pg. 196 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) Collier County, Florida 2023 Recovery Plan Performance Report 96 This plan will be posted on a public-facing website for the entirety of project activities (until 2027). For questions, please contact the Collier County Community and Human Services Division at (239) 252-2273. 2022 Collier County responded to numerous changes between submission of the 2021 Recovery Plan, the amended 2021 plan submitted to Treasury (Amendment 5), and the 2022 edition (Amendments 6 and 7). Five projects were added and five removed, in step with changing pandemic needs and local priorities. This included use of the Revenue Replacement Expenditure Category, removal of infrastructure projects, and additions of an affordable housing project and EMS capital expenditure project. Further, many of the County’s centerpiece equity projects were re-crafted to better fit within Final Rule expenditure categories, and reasonable and proportional responses to identified impacts or impacted/disproportionately impacted populations. Subrecipient agreements experienced continual adaptation during this timeframe. As Treasury guidance changed, so too did the corresponding agreements the County had in development. Key Performance Indicators were improved and evidence bases were updated. This led to delays in project roll-outs; ultimately a good development rather than to have projects in defunct Expenditure Categories or lacking justification, such as the reasonable and proportional response. Collier County collaborated with subrecipients to access the current need and realigned project budgets and expenditure categories to better serve the community. Significant progress has been made pertaining to grant management software and oversight. Florida Gulf Coast University will continue to assist with project monitoring & evaluation, which may also impact projects and expenditure categories utilized in years to come. 11.A.c Packet Pg. 197 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) A M E R I C A N R E S C U E P L A N S T A T E A N D L O C A L F I S C A L R E C O V E R Y F U N D S RECOVERY PLAN 11.A.c Packet Pg. 198 Attachment: Collier-County-ARP-Recovery-Plan_Amend-9-FINAL-3-26-24 (29334 : Renaissance Hall at Old Course, LLC) INCOME SHARING AGREEMENT FOR PHASE 1 RENAISSANCE HALL AT OLD COURSE This Income Sharing Agreement ("Agreement"), effective the 26+ k day of f l arch , 2024, is by and between Rural Neighborhoods, Incorporated, a Florida not-for-profit corporation the "Developer"), whose address is 19308 SW 380th Street, Florida City, FL 33034, Renaissance Hall at Old Course,LLC,a Florida limited liability company (the"Project Owner"),whose address is 19308 SW 380th Street, Florida City, FL 33034, Collier Community Foundation, Inc., a Florida not-for-profit corporation (the "Foundation"), whose address is 1110 Pine Ridge Road, Suite 200, Naples, FL 34108 and Collier County, Florida, a political subdivision of the State of Florida(the County"), whose address is 3299 East Tamiami Trail, Naples, FL 34112, collectively known herein as the "Parties". RECITALS: WHEREAS, the Parties have joined together to provide an affordable and workforce housing development containing a minimum of 250 units to persons engaged in essential services such as healthcare, education, public safety, and other occupations (the "Project"); and WHEREAS, the Developer and Project Owner as not-for-profit, charitable entities have contributed corporate experience, skill, capital, and goodwill to the project and undertaken substantial business risk; and WHEREAS, the Foundation has contributed charitable gifts, donations, investments, and goodwill to the Project; and WHEREAS, the County has provided real property, grant funds, financial and other support and goodwill to the Project; and WHEREAS, the Parties commit to use a designated share of net operating income resulting from the ongoing operations of the Project towards the charitable missions and governmental role of the entities and towards the benefit of the broader Collier County, Florida community, particularly in the matter of affordable and workforce housing. NOW THEREFORE, in consideration of the premises and mutual promises herein contained, the Parties agree as follows: 1. Definitions. For purposes of this Agreement, the following terms are defined below. 1.1. "Asset Management Fees"means a per annum fee of$25,000 beginning January 1 St of each year subsequent to conversion from construction to permanent loan payable by the Project to the Developer or its affiliate, upon invoice, for annual services in reviewing informational reports, financial statements and tax returns furnished to it for the Project together with lender communication. The Asset Management Fee will be adjusted on January 1' of each fifth year thereafter, to equal the product of$25,000 Ova 11.A.d Packet Pg. 199 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) multiplied by the CPI Adjustment as of the adjustment date. The Asset Management Fee shall be payable only to the extent sufficient Cash Flow is available and any portion of such fee which cannot be paid shall accrue without interest until there is sufficient Cash Flow or sale or refinancing to pay the accrued amount. 1.2. "Cash Expenditures" means all disbursements of cash determined on an accrual basis during a Fiscal Year, as defined below (excluding distributions under Paragraph 3.2), including, without limitation, payment of taxes and insurance, payment of operating expenses, mandatory payment of principal and interest of the Project's indebtedness excluding payments of principal and interest of Voluntary Loans and Operating Loans), mortgage insurance premiums (if any), cost of repair, replacement and restoration of the Project, amounts allocated to reserves (other than reserves funded only from cash flow as provided herein), and payment of fees including, but not limited to management fees. In addition, the new increase during the year in any escrow account or reserve maintained by the Project shall be considered a cash expenditure during the year. 1.3. "Cash Flow" means the surplus of Cash Receipts (as defined below) over Cash Expenditures to be determined separately for each Fiscal Year or portion thereof 1.4. "Cash Receipts" means all cash receipts of the Project from whatever source derived, including, without limitation, cash from operations and from net insurance recoveries, but not including proceeds from title insurance recoveries, sale, or refinancing transaction proceeds and capital contributions. In addition, the net reduction in any Fiscal Year in the amount of any escrow account or reserve maintained by of for the Project shall be considered a cash receipt for the Project for such Fiscal Year. Notwithstanding the foregoing, cash receipts received within thirty days prior to close of a Fiscal Year and intended for use in meeting the Project's obligations in any subsequent Fiscal Year, in the discretion of the Project Owner, be deemed to be received in such subsequent Fiscal Year. 1.5. "CPI Adjustment" means the ratio of (a) the Consumer Price Index most recently published prior to the specified date the CPI Adjustment is to be determined, divided by (b) the Consumer Price Index most recently published prior to the latter of the loan closing date or prior adjustment. 1.6. "Consumer Price Index" means the Consumer Price Index for All Urban Consumers, All Cities, for All Items (base 1982-84 = 100) published by the United States Bureau of Labor Statistics. In the event such index is not in existence when any determination relying on such index under this Agreement is to be made, the most comparable governmental index published in lieu thereof shall be substituted therefor. C-c) c) 11.A.d Packet Pg. 200 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) 1.7. "Debt Service Coverage" means for any annual period, the ratio of net cash receipts to must-pay debt service on the mortgage loans, as determined by the accountants for the Project in accordance with the requirements of this Agreement. For purposes of this definition, must-pay debt service for any period shall be equal to all required debt service (including principal, interest, mortgage and bond insurance premiums, if any, and any other fees or expenses that are part of must-pay debt service), but shall not include payments to be made from escrows and/or cash flow. 1.8. "Deferred Developer Fee" means the portion of the Developer Fee (as below defined) unpaid at the time the Project construction is complete,to be paid from the Project Cash Flow as set forth in Paragraph 3.2. 1.9. "Developer Fee"means the sum of Two Million Five Hundred Thousand ($2,500,000) Dollars. 1.10. "Fiscal Year" means twelve consecutive months beginning on the 1st day of January and ending on the last day of December. 1.11. "Lease-Up Fee" means a fee equal to 100% of Cash Flow payable to the Developer in consideration for services performed in connection with the lease-up of units in the Project prior to construction to permanent loan conversion. 1.12. "Management Fee" means an amount not to exceed four percent (4%) of the gross rental receipts from the Project for management services in accordance with the management agreement as approved pursuant to the HUD 221(D)(4) loan guarantee. The Management Fee will have one percent (1%) payable only to the extent sufficient Cash Flow is available and any portion of such fee which cannot be paid shall accrue without interest until there is sufficient Cash Flow, sale proceeds, or refinancing to pay the accrued amount. 1.13. "Operating Loans" means unsecured loans made to the Project by the Project Owner or its affiliate to fund non-discretionary operating deficits occurring during any operating deficit guarantee period. 1.14. "Program Income"means income earned by a grant recipient that is directly generated by a supported activity or earned as a result of a Federal award in accordance with 2CFR Part 200.307, as applicable with specific grant requirements. 1.15. "Rental Achievement" means the date that all of the following conditions have been fulfilled: commencement of the permanent financing phase; all governmental approvals necessary for legal occupancy of all units in the Project have been received; and 94% occupancy of the Project shall have occurred during each of the three (3) consecutive months immediately preceding conversion, and which produces a Debt POG 11.A.d Packet Pg. 201 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) Service Coverage of 1.176 to 1.00 for each of such three (3) consecutive months, or as defined by one or more mortgage lenders. 1.16. "Shared Income" means the balance of Cash Flow after the payment of items set forth in Paragraphs 3.2.1 through 3.2.7, less credited amounts, if any, under Paragraph 3.2.9. 1.17. "Special Operating and Replacement Reserve" means funds set aside in excess of any operating and replacement reserves required by mortgage lenders. Such reserves may be used for the following items, including but not limited to, periodic construction or replacement of building components, furniture, fixtures, and equipment, insurance premiums and/or deductibles, and other items or Project liabilities, as may from time to time be determined. 1.18. "Voluntary Loans" means voluntary, unsecured interest-bearing loan by the Project Owner or its affiliate to the Project to sustain adequate cash flow, meet operating deficits, maintain operations, or make capital improvements as required. Voluntary Loans will be approved by the Parties to this Agreement said approval not being unreasonably withheld. If the Parties to this Agreement fail to approve, disapprove or otherwise respond to such request for approval of Voluntary Loan(s) within thirty (30) days after receipt of the request, the Voluntary Loan request shall be deemed to be approved. 2. Superior Debt. The Parties acknowledge the Project shall have superior HUD 221(D)(4) guaranteed debt, other secured and unsecured debt related to the Project as well as Federal, state, and local government grants subject to certain rules and regulations. The distribution of Shared Income herein is subordinate to the secured interests, terms, and conditions of all superior lenders or grantors and their requirements, including but not limited to, principal, interest, replacement reserves, tax and insurance escrows, mortgage insurance and such other accounts as required. Shared Income will not be distributed in amounts greater than permitted by the debt instruments, any applicable lender or government requirement including, but not limited to, Program Income, if any, or in an amount which would result in an operating deficit immediately subsequent to such distribution. 3. Distribution of Cash Flow 3.1. Cash Flow will be distributed annually in arrears, provided there is no uncured event or default outstanding or anticipated cash shortage under any Project document. The Developer and Project Owner shall select a qualified, independent public accounting firm experienced in real estate ventures,particularly affordable housing,to review Cash Flow for the preceding Fiscal Year and calculate the Distribution of Cash Flow in accordance with Section 3.2. 11.A.d Packet Pg. 202 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) 3.2. Cash Flow will be distributed and applied in the following order of priority within ninety (90) days after the end of each Fiscal Year. 3.2.1. To pay a Lease-up Fee not to exceed $350,000, prior to Rental Achievement only; 3.2.2. To pay interest on any loans, including Voluntary and Operating Loans (but excluding Deferred Developer Fee) from the Project Owner or its affiliates, pro rata in accordance with the amount of pro-rata interest accrued as of the date of such distribution; 3.2.3. To repay principal of any loans, including Voluntary and Operating Loans (but excluding Deferred Developer Fee), payable to the Project Owner or its affiliates, pro rata in accordance with the amount of the principal balances as of the date of such distribution; 3.2.4. To pay in full any unpaid Asset Management Fees; 3.2.5. To pay any deferred Management Fees; 3.2.6. To pay any unpaid Deferred Developer Fee; 3.2.7. To establish a Special Operating and Replacement Reserve above and beyond the replacement reserve amounts set per annum by that debt subject to the HUD 221(D)(4) loan guarantee in an amount equal to $450.00 per unit per annum; 3.2.8. To distribute the balance, defined above as Shared Income, to be paid Fifty percent 50%) to the Project Owner, Twenty-five percent (25%) to the Foundation and Twenty-five percent (25%) to the County. Distributions, if any, to the Foundation and County, will commence on the start date of the permanent financing, and shall continue for forty (40) years, expiring on the original maturity date of the HUD 221(D)(4) guaranteed mortgage. 4. Developer and Project Owner Donor Directed Fund. The Project Owner agrees to place one-half of its share of Shared Income into a donor directed fund established with the Collier Community Foundation to be used by Developer and Project Owner or their affiliates towards any and all costs associated with the acquisition, preservation, development, maintenance and management of affordable or workforce housing located in Collier County, Florida that is planned, under development or owned in whole or in part by Developer or its related entities. The Developer and Project Owner will issue an annual narrative report and a CPA- prepared financial statement on its use of the Donor Directed Fund, together with an independent CPA- prepared organizational audit and tax return for the fiscal year. e 11.A.d Packet Pg. 203 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) 5. Foundation Fund. The Foundation shall establish a fund from its share of Shared Income to be used towards any and all costs associated with the advocacy, analysis, acquisition, preservation, development, maintenance and management of affordable or workforce housing located in Collier County, FL in accordance with guidelines established by representatives of the Collier Community Foundation, Moorings Park Foundation and Richard M. Schulze Family Foundation. The Foundation will issue an annual narrative and financial report on its use of the Donor Directed Fund, together with an independent CPA-prepared organizational audit and tax return for the fiscal year. 6. County. The County shall use its share of Shared Income for any and all costs including but not limited to costs associated with acquisition, development, preservation, maintenance, and management of affordable or workforce or essential service provider housing located in Collier County, Florida. Balance ofpage left blank intentionally. Signature page follows] E'), , 11.A.d Packet Pg. 204 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) DEVELOPER: Rural Neighborhoods, Incorporated By: Stev n Kirk, esident PROJECT OWNER: Renaissance Hall at Old Course, LLC By: Rural Neighborhoods, Incorporated, It's Manager By: Steven K' k, President FOUNDATION: Collier Community Foundation, - S£s: A Tr A c H E b f-cO. Co J NT£. R.?,A By: St6N33-011-J2E.- Printed Name and Title: COUNTY: ATTEST:BOARD OF COUNTY COMMISSIONERS, CRYSTAL If.,= NZI L, CI- •k i COLLIER C Y, FL RIDA PI II 1 I A B y: r a$ C 1—. an S DE'UT C t 'IChri all, CHAIRMAN prtatWWA rats;.,s' iJ 'I. `si 1 . Ap • e s to f • and 1-,. ' y: Sal sh r, Assistant County Attorney V7)-‘/ GAO 11.A.d Packet Pg. 205 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) VELOPER: Rural •-ighborhoods, Incoipo . ed By: Steven Kir', ' -sident PROJECT ' NER: Rena' ante Hall at Old Course, L. By: Rural Neighborhoods, Incorp• .ted, It's Manager By. Steven Kirk,President FOUNDATION: Collier Community Foundation, Inc, By:4. cam _ Printed Name and Title: COUNTY: ATT BOARD OF CO n COMMISSIONERS, CRYSTAL KINZEL, Clerk COLLIER : TY,FLORIDA PUTY CLERK Chris Hall,CHAIRMAN Approved as to form and lel. ' y: Sally A. As ,Assistant County Attorney Citg7k1( CAO 11.A.d Packet Pg. 206 Attachment: Income_Sharing_Agreement (29334 : Renaissance Hall at Old Course, LLC) COLLIER COUNTY STANDARD FORM LONG-TERM GROUND LEASE Phase 2) This Long-Term Ground Lease ("Ground Lease") is made effective the 94 day of a,.c tt , 2024 (the "Effective Date"), by and between Renaissance Hall Senior Living, LLLP, a Florida limited partnership ("Lessee or Developer"), and Collier County, a political subdivision of the State of Florida ("Lessor or County"). Lessor and Lessee may sometimes be referred to herein as "Parties". Lessee is a special purpose entity of Rural Neighborhoods, Inc., a Florida not-for-profit corporation, and the sole member of Lessee ("Rural"). RECITALS: WHEREAS, the Lessor is the owner of certain real property that is more commonly described as the Golden Gate Golf Course as Parcel Number 36560040008 by the Collier County Property Appraiser located in the Collier County, Florida 34104 ("Premises"); and WHEREAS, on December 13, 2019, the Board of Collier County Commissioners Board") issued Invitation to Negotiate (ITN) #20-7698 "Housing and Land Development Component at the Former Golden Gate Golf Course" ("Solicitation"); and WHEREAS, on June 9, 2020, Rural was selected by the Board to enter into negotiations for development of a portion of Premises pursuant to the Solicitation; and WHEREAS, Rural is organized for charitable and lawful purposes not for pecuniary profit under Chapter 617, Florida Statutes, including, but not limited to, the lessoning the burdens of government through community redevelopment and the provision of housing; and WHEREAS, Rural Neighborhoods is considered Federally tax-exempt under Section 501(C)(3)of the Internal Revenue Code and must not be operated for the benefit of private interests nor may the net earnings of the organization inure to the benefit of any private shareholder or individual; and WHEREAS, on November 10, 2020, the Board entered in Developer Agreement with Rural which memorialized the terms and conditions for development of a portion of the Premises under a 99-year lease to construct rental apartments to meet a crisis in the affordability and availability of senior, veterans, and essential service personnel such as health care workers, educational staff and first responders that impacts the economic, commercial, and residential development of the community (the "Development", and as it relates to this Ground Lease, the Project"); and WHEREAS, on April 25, 2023, the Board executed a First Amendment to Developer Agreement amending the legal description identified as Exhibit A to the Developer Agreement, and amending the unit total and types as set forth in Exhibit B to the Developer Agreement; and WHEREAS, the Developer Agreement allows the Developer to construct the Development in phases and to have each ground lease in the name of a related entity; and CAO 11.A.e Packet Pg. 207 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) WHEREAS, on the execution date hereof, the Board executed a Second Amendment to Developer Agreement amending the legal description, identified as Exhibit A to the Developer Agreement,to identify an Essential Services Phase 1 ("Phase 1") and a Senior Phase 2 ("Phase 2") legal description; and WHEREAS, the phased development of the Property necessitates the involvement of different lenders for Phase 1 and Phase 2, and the Parties desire this Ground Lease to relate specifically to Phase 2, and on the execution date hereof, the Parties have executed that certain Collier County Standard Form Long-Term Ground Lease relating specifically to Phase 1; and WHEREAS, Section 16 of this Ground Lease anticipates a special purpose entity ("SPE") of Rural as the Lessee of this Ground Lease and that SPE is the Lessee herein; and WHEREAS, it is the Board's finding that it is in the public interest to implement the Developer Agreement with terms and conditions set forth below and at the conclusion of this Ground Lease the land and improvements shall revert to Collier County. WITNESSETH: NOW, THEREFORE, in consideration of Ten Dollars ($10.00) and other good and valuable consideration exchanged amongst the Parties, and in consideration of the covenants contained herein, the Parties hereby enter into this Ground Lease on the following terms and conditions: 1.Conveyance. On the terms and conditions set forth in this Ground Lease, and in consideration of Lessee's performance under this Ground Lease, the Lessor conveys to the Lessee the present possessory interest in the land described below. 2.Description of Leased Land. The land being leased to Lessee pursuant to this Ground Lease,has a legal description set forth in Exhibit A,annexed hereto and made a part hereof, and is hereinafter referred to as the "Leased Land," and is a portion of the Premises. 3.Conditions to Conveyance. Lessee warrants and represents to Lessor that it has examined the title and boundaries of the Leased Land. Accordingly, this conveyance is subject to all of the following: a) Any and all conditions, restrictions, encumbrances and limitations now recorded against the Leased Land, together with any beneficial easements granted herein; b) Any and all existing zoning laws or ordinances; and c) Lessee's satisfactory performance of all terms and conditions of this Ground Lease. 4.Use of Leased Land. The purpose of this Ground Lease is for Lessee to provide affordable housing which use the Board of County Commissioners has found to be in the public's interest. Accordingly, Lessee, together with all successors and assigns (including but not limited to a Leasehold Mortgagee, or its nominee or designee), shall utilize the Leased Land in strict CAo 11.A.e Packet Pg. 208 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) accordance with the Rural's Response to Invitation to Negotiation 20-7698, and Developer Agreement, as amended and as summarized in Exhibit B, annexed hereto and made a part hereof, as allocated to the Phase 2 Project(i.e.,to build one or more buildings with a total of One Hundred 100) to One Hundred Twenty (120) residential dwelling units with on grade parking, together with ancillary uses and/or amenities incident thereto to be solely utilized for the uses described in Exhibit B), subject to Sections 5 and 16 hereof. In the event Lessee shall cease to use the Leased Land after completion of the Project for the purposes described in Exhibit B, and such cessation of use shall continue for a period of twelve (12) consecutive months, this Ground Lease, at the option of the Lessor, shall be terminated and Lessee shall surrender and vacate the Leased Land to the Lessor within thirty (30) days after notice of such termination, unless Lessee shall re- commence operations within such thirty (30) day period. Notwithstanding the foregoing, said thirty (30) day period shall be tolled if such cessation is caused by events beyond the control of the Lessee such as Force Majeure (as hereinafter defined), casualty or if such cessation is due to temporary closing for reconstruction or repairs to the Project, or any portion thereof. 5. Phased Development. The Project may be constructed in phases (each, a "Phase" and collectively,the"Phases"). Consistent with Section 16 of this Ground Lease, Lessee, with the prior written notice to the Lessor, may delegate its authority to develop one or more of the Phases of the Project by sublease, partial assignment, assignment, or joint venture as approved by the Board of County Commissioners. Such delegation shall not relieve Lessee of its obligation under this Ground Lease. As used in this Ground Lease, the term "Developer" shall refer to Lessee or any assignee, successor, sublessee, co-developer or joint venture of Lessee, involved in the development of the Project or any portion thereof Upon approval of the plans, specifications, and permits by the authorities having jurisdiction over the Project (the "Governmental Authorities") and approval of financing by lenders and/or investors, as applicable,the Developer shall promptly construct the Project. In so doing, the Developer shall: (a) comply with the permits and all other applicable laws, approvals, codes and requirements of orders promulgated by all Governmental Authorities (the "Approvals"), (b) perform all work in a safe and workmanlike manner, and (c) ensure construction commences and is substantially complete in accordance with the Approvals. 6.Developer's Obligation to Build and Modifications to Project. Developer shall design,permit and construct in compliance with all applicable governmental regulations,at its sole cost and expense, the Project. The plans, specifications and building design for the Developer's improvements ("Improvements") to be constructed on the Leased Land are subject to reasonable approval by Lessor. Prior to applying for any building permit for improvements to the Leased Land, Developer shall submit to Lessor for its approval such plans and specifications necessary to obtain a building permit for Developer's intended improvements. Lessor shall have thirty(30)days after receipt of any submittal by Developer to review Developer's submittals and provide a written response as to whether the submittal is approved as submitted, not approved as submitted (which disapproval shall specify the reasons therefor), or Lessor may provide Developer with requested changes. Any plans and specifications presented to Lessor for approval for the Project or any Phase thereof shall be deemed approved if not disapproved in writing by Lessor within such thirty (30) day period. If the submittal is not approved or if Lessor requests changes, Developer shall submit revised plans that will meet with Lessor's reasonable approval or incorporate the requested changes into the plans. If Developer determines not to revise its plans for any Phase of the Project in accordance with this Section, then Developer may terminate its sublease or sub-sublease or reassign its lease to Lessee. Developer may make nonmaterial changes to the approved plans from CAo 11.A.e Packet Pg. 209 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) time to time to accommodate site issues or operating changes to Developer's use of the Leased Land. Material changes from the approved plans will require Lessor's written approval, which approval shall not be unreasonably withheld, conditioned or delayed. Lessor will provide Developer with requisite authorization to apply for permits once plans are determined to be acceptable by Lessor. All plans shall be in conformity with Collier County standards. Within 90 days of the Effective Date, Developer agrees to provide a timeline of the anticipated schedule for the Phase 2 Project and will provide the Lessor with any significant changes to such schedule. Under the terms of the Phase 1 ground lease, if the Phase 1 developer commences construction on the Phase 1 Essential Services project within twelve (12) months following the date of receipt of a commitment for funding ("Phase 1 Funding Date"), the Phase 2 Developer is granted a period of twelve (12) months from such Phase 1 Funding Date to obtain a written commitment of project funding for this Phase 2 Project ("Funding Commitment"). Developer shall secure the Funding Commitment within twelve (12) months following the Phase 1 Funding Date. If Developer is unable to secure the Funding Commitment within such time period, Lessor may exercise its option to terminate this Ground Lease or, at its sole discretion, Lessor may grant additional time to Developer to secure the Funding Commitment. The above referenced deadline may be extended at the discretion of the Board of County Commissioners. Upon commencement of construction of each Phase, Developer shall diligently pursue said construction of such Phase to completion and complete said construction on or before twenty-four 24) months from commencement of construction, subject to delays beyond the control of the Developer, including Force Majeure. Developer shall be solely responsible for the costs of repairing any damage (other than ordinary wear and tear) to Lessor's water and sewer facilities or other infrastructure located within the Leased Land resulting from construction or use by such Developer, its agents, officers or employees. Prior to commencement of construction of any Phase of the Project, Developer must demonstrate to Lessor that it has sufficient funds or commitments therefor necessary to complete such Phase of the Project,and Developer shall,prior to construction commencement of each Phase, cause its general contractor to post a payment and performance bond or like security in form and substance satisfactory to the County in amount equal to one hundred percent (100%) of the construction costs for such Phase of the Project as certified by Developer's engineer of record or general contractor, which shall be issued by a surety having a credit rating of"A" or higher. Any entitlements, permits, and/or easements that are necessary to construct and use the Project as set forth in Exhibit"B" shall be pursued by Developer. Lessor will join in or otherwise authorize Developer to pursue such applications. Developer shall pursue such applications with reasonable diligence and in a timely and commercially reasonable manner consistent with the prevailing standard of practice applicable to handling and processing land use matters in Collier County, Florida. 7. Term of Ground Lease. The term of this Ground Lease shall commence on the Effective Date and, unless terminated earlier by the Parties in accordance with the terms hereof, shall terminate on the ninety-ninth(99`h) year anniversary from the Effective Date("Term"). There is no option to renew. If Lessee holds over after the expiration of the lease Term, such tenancy shall be from month to month under all of the terms, covenants and conditions of this Ground CAC 11.A.e Packet Pg. 210 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) Lease subject, however, to Lessor's right to seek legal relief to eject Lessee from the Leased Land as a holdover. 8.Rent. The Lessee agrees to pay the Lessor the sum of$10.00 per annum,in advance, for each year of the Term, which may, at Lessee's option, be prepaid at any time for the remainder of the Term. 9. Net Lease. This is a fully net lease, with Lessee responsible for all its costs, fees and charges concerning the Leased Land. Accordingly, Lessee shall promptly pay when due and prior to any delinquency all such costs, fees, taxes, permit, trash removal services, assessments, utility charges, impact fees and obligations of any kind that relate to the Leased Land. Lessee will indemnify and hold Lessor harmless from any and all actual claims, costs and obligations arising from Lessee's use of the Leased Land other than attributable to Lessor. In case any action or proceeding is brought against Lessor by reason of Lessee's use of the Leased Land, Lessee shall pay all costs, reasonable attorneys' fees, expenses and liabilities resulting therefrom and shall defend such action or proceeding if Lessor shall so request other than attributable to Lessor, at Lessee's expense, by counsel reasonably satisfactory to Lessor. It is specifically agreed however, that Lessor may at its own cost and expense participate in the legal defense of such claim, with legal counsel of its choosing. 10. Liens and Mortgages. a) With the exception of land use restrictions required for grant funding and impact fee waiver, Lessor shall not in any way encumber or lien the Leased Land and shall promptly remove any and all encumbrance or liens it placed against the Leased Land of its doing. With exception of the aforementioned land use restrictions, all persons are put on notice that the interest of the Lessee in the Leased Land shall not be subject to liens or encumbrances made by the Lessor. b) Lessor acknowledges and agrees that it will not be possible for Developer to construct the Project without obtaining a loan or loans from one or more lenders secured by mortgage(s) on Lessee's or Developer's leasehold interest in the Leased Land (each, a"Leasehold Mortgagee")and/or equity investments from one or more Equity Investors(as hereinafter defined). Therefore, Lessor hereby covenants and agrees that its interest in this Ground Lease is and shall be subject to, subordinate and inferior to any loan obtained by the Developer for the purpose of financing the development and/or operation of the Project, and to the lien of Leasehold Mortgagee Leasehold Mortgage"), assignments of rents and leases, security agreements, and other collateral, security documents or instruments required by any Leasehold Mortgagee, and to all renewals, extensions, modifications, consolidations, replacements and refinancing and to all advances made or hereafter to be made upon the security of the Leasehold Mortgage, assignments of rents and leases, security agreements, and other collateral, security documents or instruments. Lessor shall, at Developer's request,join,execute and/or deliver any and all Leasehold Mortgages, assignments of rents and leases, security agreements, and other collateral, security documents or instruments as may be required by such lender or lenders in order to subject and subordinate the Lessor's interest in this Ground Lease to the lien of such documents or instruments, and upon Developer's request shall join, execute and/or deliver any and all such further instruments or assurances as any such lender or lenders may reasonably deem necessary to evidence or confirm CAO 11.A.e Packet Pg. 211 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) the subordination of this Ground Lease or, to the extent not prohibited under the law, allowed the encumbrance of the Lessor's interest herein to the lien of any such Leasehold Mortgage, assignments of rents and leases, security agreements, and other collateral, security documents or instruments. Provided, however, and notwithstanding anything contained herein to the contrary, Lessor shall not be required to suffer, incur, accept or assume any personal liability for any such financing, loans or indebtedness, or any costs or expenses thereof, or any other indebtedness or liability of Developer thereunder, and any Leasehold Mortgage, assignments of rents and leases, security agreements, and other collateral, security documents or instruments of any nature whatsoever which the Lessor may be called upon to join,execute and/or deliver under and pursuant to this section shall expressly exculpate Lessor from and against any and all such personal liability. Lessee may, without Lessor's consent, assign or mortgage this Ground Lease (including any options it contains) to any Leasehold Mortgagee under a Leasehold Mortgage. A Leasehold Mortgagee (and anyone whose title derives from a Leasehold Mortgagee) may, without Lessor's consent, hold a foreclosure sale or exercise the power of sale, take title to this Ground Lease, and transfer or assign this Ground Lease, either in its own name or through a nominee. For the avoidance of doubt, Lessee acknowledges and agrees that Lessor's Fee Estate shall not be subject to any foreclosure by the Leasehold Mortgagee or by any other mortgagee that may have an interest in the Leased Land. Nothing in this section shall be construed as a waiver of Lessor's rights under Chapter 713, Florida Statutes. c) Lien and Encumbrance. Developer may encumber or lien this Ground Lease with any encumbrance, inchoate lien for taxes or municipal obligations, utility and access easements, affordability covenants, restrictions required by Section 42 of the Internal Revenue Code of 1986, as amended, other encumbrances incurred in the ordinary course of business of Developer, and other matters set forth in policy for title insurance insuring Developer's interest in this Ground Lease. d) Rights of Leasehold Mortgagee. Upon foreclosure or assignment in lieu of foreclosure of the Leasehold Estate, pursuant to the terms of the applicable Leasehold Mortgage, the most senior Leasehold Mortgagee shall have the right to acquire this Ground Lease in its own name or the name of a nominee without consent or approval of Lessor. In the event that Lessee's interest hereunder is acquired by a Leasehold Mortgagee, or its nominee or designee, then such Leasehold Mortgagee, or its nominee or designee, shall also have the right to further assign or sublet the Leasehold Estate hereunder to a third party without the consent or approval of Lessor. e) Non-Merger. This Ground Lease shall not terminate as to the Leasehold Mortgage because of any conveyance of leasehold interest in this Ground Lease to Lessor or of the Lessor's interest hereunder to the Lessee. Accordingly, if this Ground Lease and the Fee Estate in the Leased Land are commonly held, then they shall remain separate and distinct estates. They shall not merge without consent by all Leasehold Mortgagees. 11. Lessee's Obligation to Maintain Leased Land and Improvements and Comply with All Lawful Requirements. Lessee, throughout the Term of this Ground Lease, at its own cost, and without any expense to the Lessor, shall keep and maintain the Leased Land and Improvements in good, sanitary and neat order, condition and repair, and shall abide with all applicable lawful requirements. If the Leased Land and Improvements are not in such compliance in the reasonable opinion of Lessor, Lessee will be so advised in writing. If corrective action is not begun within CA0 11.A.e Packet Pg. 212 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) thirty (30) days of the receipt of such notice Lessee shall be subject to applicable fines or penalties available under Collier County law. 12. Quiet Enjoyment. Lessee shall be entitled to quiet enjoyment so long as Lessee is not in default under Section 18 hereunder, on any of the terms of this Ground Lease. Accordingly, Lessee shall have the exclusive right to use the Leased Land during the Term. During the Term, Lessee may, in its sole discretion, construct, improve, alter, maintain, or renovate the Project. Any such work may be undertaken by Lessee at any time or times during the Term hereof and no consent or approval of Lessor shall be required unless such work consists of major alterations from plans and specifications originally approved by Lessor as more fully provided for herein. Lessor agrees to co-operate with Lessee in connection with the construction and agrees to execute any documents required by governmental authorities and any lender or investor evidencing Lessee's rights hereunder and consenting to such work. During the Term of this Ground Lease, Lessee may erect appropriate signage on the Leased Land and the improvements constructed by Lessee thereon. Any such signage shall be in compliance with all applicable codes and ordinances. 13. Casualty and Condemnation. a) Casualty. If any Phase of the Project is destroyed, or damaged to any extent by fire or other casualty, and Lessee shall apply any insurance proceeds ("Proceeds")to rebuild or restore the Leased Land to substantially its condition prior to such casualty event,unless the Lessee provides the Lessor with a written determination that rebuilding or restoring the Leased Land to such a condition with Proceeds within a reasonable period of time is impracticable or would not be in the best interests of the Lessee. If the Lessee elects not to repair or replace the improvements, then Lessee or Lessor may terminate this Ground Lease as to the Phase or Phases affected by the casualty by providing notice to the other party within ninety (90) days after the occurrence of such casualty. The termination will be effective on the ninetieth (90th) day after Lessee makes such election, unless extended by mutual written agreement of the Parties. During the period between the date of such casualty and the date of termination, Lessee will cease its operations as may be necessary or appropriate. If this Ground Lease is not terminated as set forth herein, or if the Leased Land is damaged to a less than material extent, as reasonably determined by Lessee, Lessee will proceed with reasonable diligence,at no cost or expense to Lessor,to rebuild and repair the Leased Land to substantially the condition as existed prior to the casualty. The Proceeds shall be paid to Lessee, or as otherwise directed by Leasehold Mortgagee. b) Condemnation. Lessee may terminate this Ground Lease as part of a condemnation Project, and Developer may terminate its sublease or sub-sublease as part of a condemnation of its respective Phase of the Project. 14. Access to Leased Land. Lessor, its duly authorized agents, contractors, representatives and employees, shall have the right after forty-eight (48) hour written notice to Lessee, to enter into and upon the Leased Land during normal business hours, or such other times with the consent of Lessee, to inspect the Leased Land, verify compliance with the terms of this Ground Lease, or make any required repairs not being timely completed by Lessee, provided, if Lessor wishes to access/enter any residential unit, it must do so in compliance with the applicable residential lease. Cps) 11.A.e Packet Pg. 213 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) 15. Termination and Surrender. Unless otherwise mutually agreed by the Parties, within thirty(30)days after termination of the lease Term, Lessee shall redeliver possession of the Project to Lessor in good condition and repair subject to normal wear and tear. Lessee shall have the right at any time during Lessee's occupancy of the Leased Land to remove any of its personal property, equipment, and signs provided,however, at the termination of this Ground Lease, Lessor shall have the option to demolish and remove all improvements made by Lessee to the Leased Land upon Lessee's vacation thereof, or to retain said improvements with fixtures on the Leased Land which improvements and fixtures will become the property of the Lessor upon Lessee's vacation of the Leased Land. 16. Assignment or Sublease. Lessor acknowledges that sources of public or private financing including, but not limited to, Florida Housing Finance Corporation may require Developer to form one or more single purpose entities (each, an "SPE")to seek and secure funding for portions of the Project. Lessee may assign this Ground Lease, or a portion of the Leased Land, without the prior written consent of the Lessor to the SPE whose manager, authorized member or general partner shall be an "Affiliate" of Lessee. "Affiliate" is herein defined as a SPE controlled, through membership or general partnership interest,by Lessee. Lessee must provide written notice to Lessor of any assignment to an Affiliate within thirty (30) days of such conveyance. During the Term of this Ground Lease,Lessee upon the prior written approval of the Lessor,which approval shall not be unreasonably withheld or delayed, shall be permitted from time to time, to assign or otherwise transfer all or any portion of its rights under this Ground Lease to an SPE or such other organizations, firms, corporations, general or limited partnerships, unincorporated associations, joint ventures, estates, trusts, or any other entities as Lessee shall select, subject to the following conditions, by virtue of an assignment, partial assignment, or sublease (each, a Transfer"): a) Lessee shall not be in default under this Ground Lease at the time of such Transfer; b) Any Transfer of all or any part of Lessee's interest in this Ground Lease and the Leased Land shall be made expressly subject to the terms, covenants and conditions of this Ground Lease, and such assignee or sublessee shall expressly assume all of the obligations of Lessee under this Ground Lease applicable to that portion of the Leased Land being assigned or transferred, and agree to be subject to all conditions and restrictions to which Lessee is subject, but only for matters accruing while such transferee holds the transferred interest. c) There shall also be delivered to Lessor a notice which shall designate the name and address of the transferee and the post office address of the place to which all notices required by this Ground Lease shall be sent. d) Such transferee has experience successfully operating and maintaining properties similar to the Project. e)Such transferee of Lessee (and all succeeding and successor transferees) shall succeed to all rights and obligations of Lessee under this Ground Lease with respect to the portion of the Leased Land so transferred, and subject to the terms of the document of Transfer, CAO 11.A.e Packet Pg. 214 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) including the right to mortgage, encumber and otherwise assign and transfer. As between Lessee and the transferee, the assignment or sublease shall allocate such portion, if any, of the Rent and any other payments and obligations under this Ground Lease to be paid or provided to Lessor by the transferee. f)Such transferee of Lessee (and all succeeding and successor transferees) shall succeed to all rights and obligations of Lessee under the Income Sharing Agreement dated of 2024, and shall honor the terms and conditions therein. g) Once a Transfer has been made with respect to any portion of the Leased Land, the transferee and Lessor may thereafter modify, amend or change this Ground Lease with respect to such portion of the Leased Land, so long as Lessee has been released from all rights and obligations under this Ground Lease pertaining to the transferred portion of the Leased Land, all subject to the provisions of the assignment or transfer, so long as they do not diminish or abrogate the rights of Lessee (or anyone claiming through Lessee) as to any other part of the Leased Land, and no such modification, amendment or change shall affect any other part of the Leased Land or this Ground Lease thereof. h) Except as may otherwise be specifically provided in this Section 16, upon a Transfer, such transferor shall be released and discharged from all of its duties and obligations hereunder which pertain to the portion of the Leased Land transferred for the then unexpired Term of this Ground Lease. i)Any act required to be performed by Lessee pursuant to the terms of this Ground Lease may be performed by any transferee of Lessee and the performance of such act shall be deemed to be performed by Lessee and shall be accepted by Lessor as Lessee's act, provided such act is otherwise performed in accordance with the terms of this Ground Lease. References in this Ground Lease to "Lessee" shall be deemed applicable to a sublessee or assignee, as well as to the Lessee named in the introductory paragraph. j)Lessee shall provide Lessor with copies of all subleases and sub-subleases entered into during each quarter. Lessor agrees to grant non-disturbance agreements for sublessee(s) and/or sub-sublessee(s) which provide, in the event of a termination of this Ground Lease which applies to the Phase or portion of the Leased Land covered by such sublease and/or sub-sublessee, due to a Default by Lessee, such sublessee and/or sub-sublessee will not be disturbed and will be allowed to continue peacefully in possession directly under this Ground Lease as the successor Lessee, provided that the following conditions are met: (a) any sublessee and/or sub-sublessee shall be in compliance with the terms and conditions of its sublease; and (b) any sublessee and/or sub-sublessee shall agree to attorn to Lessor. 17. Insurance. a) Lessee shall maintain general liability and property liability insurance policy(ies), for not less than Five Million and 00/100 Dollars ($5,000,000.00) combined single limits during the Term of this Ground Lease (which may be through an umbrella or excess liability policy). If such amounts are less than required by Leasehold Mortgagee, Lessee shall comply with the amount required by Leasehold Mortgagee. CAS 11.A.e Packet Pg. 215 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) b) From the completion of the first Phase of the Project, Lessee shall also maintain standard fire and extended coverage insurance on the additions and improvements located on the Leased Land and all of Lessee's property located on or in the Leased Land including, without limitation, furniture, equipment, fittings, installations, fixtures (including removable trade fixtures), personal property and supplies, in an amount not less than the then-existing full replacement value,but in no case less than the amount required by the Leasehold Mortgagee. From the completion of the first Phase of the Project, Lessee shall maintain flood insurance for no less than the Federal Maximum limits required for any building that is located within a flood zone. c) All of the above-described liability insurance policy(ies) shall list and continuously maintain Lessor as an additional insured thereon. The property insurance policy shall list the Lessor as its interest may appear. Evidence of such insurance shall be provided to Lessor and the Collier County Risk Management Department, 3311 Tamiami Trail East—Bldg. D, 34112 Naples, Florida, 34112,prior to the insurance taking effect; and shall include a provision requiring not less than ten (10) days prior written notice to Lessor in the event of cancellation or material reduction in policy(ies) coverage. The issuer of any policy must have a Certificate of Authority to transact insurance business in the State of Florida and must be rated "A" or better in the most current edition of Best's Insurance Reports. Each insurer must be responsible and reputable and must have financial capacity consistent with the risks covered. Each policy must contain an endorsement to the effect that the issuer waives any claim or right of subrogation to recover against Lessor, its employees, representatives and agents. d) Failure to continuously abide with all of these insurance provisions shall be deemed to be a material breach of this Ground Lease and Lessor shall have the remedies set forth below. 18. Defaults and Remedies. a) Defaults by Lessee. The occurrence of any of the following events set forth below without such event being cured or remedied will constitute a "Default by Lessee" to the greatest extent then allowed by law: i) Lessee's abandonment of Leased Land and its determined non-use continues for ninety (90) consecutive days and discontinuation of Lessee's operation. ii) Lessee's failure to commence construction on the Phase 1 Project within six (6) months following receipt of the Funding Commitment. iii) Lessee's failure to complete construction on the Phase 1 Project within twenty-four (24) months from commencement of construction. iv) After construction completion of any Phase of the Project, Lessee's failure to utilize such Phase of the Leased Land as set forth in Exhibit B, which continues for more than one (1) year after such failure-subject to the provisions in Section 4 above. v) Any lien, other than those permitted encumbrances under Section 10, is filed against the Lessee's interest on the Fee Estate, and the same remains unreleased for a CAO 11.A.e Packet Pg. 216 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) period of sixty (60) days from Lessee's notice unless within such period Lessee is contesting in good faith the validity of such lien and such lien is appropriately bonded. b) Remedies of Lessor. i) In ethe event of any Default(s) by Lessee, Lessor, may apply all rights under this Ground Lease, by law and equity against the Lessee; provided, however, that (A) Lessor shall have first provided written notice of any Lessee Default(s) to Lessee, along with all Leasehold Mortgagees or each equity investor in an SPE to which this Ground Lease is assigned either in whole or in part) or to which a portion of the Leased Land is subleased (each, an"Equity Investor"), which parties shall be provided an additional ninety (90) days to cure such Default(s) by Lessee before Lessor may exercise its remedies in this section, and (B) any rights of Lessor shall be exercised only with respect to the Phase or other applicable portion of the Leased Land with respect to which such Lessee Default occurred, and not any other Phase. ii) If Lessee fails to cure within the time frames specified in this section, Lessor may, at its option, terminate this Lease, in which event Lessee shall immediately surrender the Premises to Lessor. iii) If Lessee fails to promptly pay, when due, the rent or any other sum payable to Lessor under this Ground Lease, and if said sum remains unpaid for more than ten (10) days past the due date, the Lessee shall pay Lessor a late payment charge equal to five percent 5%) of each such payment not paid promptly and in full when due. Any amounts not paid promptly when due shall also accrue compounded interest of two (2%) percent per month or the highest interest rate then allowed by Florida law, whichever is higher ("Default Rate"), which interest shall be promptly paid by Lessee to Lessor. iv) In the event of a Default by Lessee, Lessor may sue for direct, actual damages arising out of such Default by Lessee or apply for injunctive relief as may appear necessary or desirable to enforce the performance and observance of any obligation, agreement or covenant of Lessee under this Ground Lease, or otherwise. Lessor shall be entitled to reasonable attorney's fees and costs incurred arising out of Lessee's default under this Ground Lease. c) Default by Lessor. Lessor shall in no event be charged with default in the performance of any of its obligations hereunder unless and until Lessor shall have failed to perform such obligations within thirty(30)days(or such additional time as is reasonably required to correct such default, but not to exceed an additional ninety (90) days) after written notice to Lessor by Lessee properly and in meaningful detail specifying wherein, in Lessee's judgment or opinion, Lessor has failed to perform any such obligation(s). d) No Remedy Exclusive. No remedy herein conferred upon or reserved to either party is intended to be exclusive of any other available remedy or remedies, but each and every such remedy will be cumulative and in addition to every other remedy given under this Ground Lease or hereafter existing under law or in equity. No delay or omission to exercise any right or power accruing upon any event of default will impair any such right or power nor be construed to be waived, but any such right and power maybe exercised from time to time and as often as may be deemed expedient. cAO 11.A.e Packet Pg. 217 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) e) Non-Waiver. Every provision hereof imposing an obligation upon Lessee is a material inducement and consideration for the execution of this Ground Lease by Lessee and Lessor. No waiver by Lessee or Lessor of any breach of any provision of this Ground Lease will be deemed for any purpose to be a waiver of any breach of any other provision hereof or of any continuing or subsequent breach of the same provision, irrespective of the length of time that the respective breach may have continued. Miscellaneous Legal Matters 19. This Ground Lease shall be construed by and controlled under the laws of the State of Florida. In the event of a dispute under this Ground Lease,the Parties shall first use the County's then-current Alternative Dispute Resolution Procedure. Following the conclusion of this procedure, either party may file an action in the Circuit Court of Collier County to enforce the terms of this Ground Lease, which Court the Parties agree to have the sole and exclusive jurisdiction. 20. Other than that certain Developer Agreement dated as November 10, 2020, as amended,this Ground Lease contains the entire agreement of the Parties with respect to the matters covered by this Ground Lease and no other agreement, statement or promise made any party, or to any employee, officer or agent of any party, which is not contained in this Ground Lease shall be binding or valid. In the event of a conflict between the Developer Agreement and the Ground Lease, the Ground Lease shall prevail. Time is of the essence in the doing, performance and observation of each and every term, covenant and condition of this Ground Lease by the Parties. 21. In the event state or federal laws are enacted after the execution of this Ground Lease, which are applicable to and preclude in whole or in part the Parties' compliance with the terms of this Ground Lease, then in such event this Ground Lease shall be modified or revoked as is necessary to comply with such laws, in a manner which best reflects the intent of this Ground Lease. 22. Except as otherwise provided herein, this Ground Lease shall only be amended by mutual written consent of the Parties hereto or by their successors in interest. Notices hereunder shall be given to the Parties set forth below and shall be made by hand delivery, facsimile, overnight delivery or by certified mail. If given by certified mail, the notice shall be deemed to have been given when received or first required. For the purpose of calculating time limits which run from the giving of a particular notice the time shall be calculated from actual receipt of the notice. Time shall run only on business days which, for purposes of this Ground Lease shall be any day other than a Saturday, Sunday or legal public holiday. Notices shall be addressed as follows: If to Lessor: County Manager Collier County Manager's Office 3299 East Tamiami Trail Naples, Florida 34112 If to Lessee: Renaissance Hall Senior Living, LLLP C/O Rural Neighborhoods, Inc. GAO 11.A.e Packet Pg. 218 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) 19308 SW 380th St., Florida City, FL 33034 Attention: Steven Kirk with a copy to: Nelson Mullins Riley Scarborough LLP 390 N. Orange Ave., Suite 1400 Orlando, Florida 32801 Attention: Morry Osborn, Esq. Notice shall be deemed to have been given on the next successive business day to the date of the courier waybill if sent by nationally recognized overnight delivery service. 23. Lessee is an independent contractor and is not any agent or representative or employee of Lessor. During the Term of this Ground Lease, neither Lessee, nor anyone acting on behalf of Lessee, shall hold itself out as an employee, servant, representative or agent of Lessor. Neither party will have the right or authority to bind the other party without express written authorization of such other party to any obligation to any third party. No third party is intended by the Parties to be a beneficiary of this Ground Lease or to have any rights to enforce this Ground Lease against either party hereto or otherwise. Lessee acknowledges that Lessor is not providing any vacation time, sick pay, or other welfare or retirement benefits normally associated with an employee-employer relationship and that Lessor excludes Lessee and its employees from participation in all health and welfare benefit plans including vacation, sick leave, severance, life, accident, health and disability insurance, deferred compensation, retirement and grievance rights or privileges. 24. Neither party to this Ground Lease will be liable for any delay in the performance of any obligation under this Ground Lease or of any inability to perform an obligation under this Ground Lease if and to the extent that such delay in performance or inability to perform is caused by an event or circumstance beyond the reasonable control of and without the fault or negligence of the party claiming Force Majeure. "Force Majeure" shall include an act of God, war (declared or undeclared), sabotage, riot, insurrection, civil unrest or disturbance, military or guerrilla action, economic sanction or embargo, civil strike,work stoppage, slow-down or lock-out,explosion, fire, earthquake, severe weather condition, hurricane, flood, lightning, wind, drought, pandemics, or the binding order of any governmental authority. 25. Lessee will not transport, use, store, maintain, generate, manufacture, handle, dispose, release or discharge any Hazardous Materials upon or about the Leased Land, nor permit employees, representatives, agents, contractors, sub-contractors, sub-sub-contractors, material men and/or suppliers to engage in such activities upon or about the Leased Land except in the ordinary course of business. 26. In compliance with Section 404.056, Florida Statutes, all Parties are hereby made aware of the following: Radon is a naturally occurring radioactive gas that, when it has accumulated in a building in sufficient quantities, may present health risks to persons who are exposed to it over time. Levels of radon that exceed federal and state guidelines have been found in buildings in Florida. Additional information regarding radon and radon testing may be obtained from your County Public Health Department. CAO 11.A.e Packet Pg. 219 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) 27. The Lessor agrees to reasonably cooperate with any audits that are required to be conducted in accordance with the provisions set forth in Florida Statutes, Section 20.055(5). 28. Lessee shall execute this Ground Lease prior to it being submitted for approval by the Board of County Commissioners. A memorandum of this Ground Lease may be recorded by the County in the Official Records of Collier County, Florida, within fourteen (14) days after the County enters into this Ground Lease, at Lessee's sole cost and expense. 29. Lessor acknowledges that Lessee's Leasehold Mortgagee or Equity Investor may request changes to this Ground Lease. Lessor agrees to reasonably amend this Ground Lease as necessary to accommodate the Leasehold Mortgagee and/or Equity Investor. 30. In addition to any rights of the Leasehold Mortgagee or Equity Investor, if, within ninety (90) days after the mailing of any notice of termination or such later date as is thirty (30) days following the expiration of the cure period, if any, afforded Lessee, such Leasehold Mortgagee or Equity Investor cure Default by Lessee, Lessor agrees to accept such cure as though tendered by Lessee, in which event, this Ground Lease shall be restored to good standing. 31. Subject to the rights of any Leasehold Mortgagee or Equity Investor to effectuate a cure following a Default under the Lease by the Lessee, any easements granted in accordance with this Ground Lease shall remain in effect for the term of the Ground Lease; however, upon the termination of the Ground Lease, the County, at its sole option, shall have the unilateral right to terminate such easements and to unilaterally record a termination document evidencing the same in the Public Records of Collier County. 32. Notwithstanding anything to the contrary herein, during the Term of this Ground Lease,the Lessor shall not transfer, encumber or otherwise dispose of the Fee Estate or the Leased Land or any interest therein without the prior written consent of the Lessee, Equity Investor, and all Leasehold Mortgagees. 33. This Ground Lease may be modified by virtue of the powers and authority vested in the Collier County Manager, Collier County, or Board of County Commissioners. 34. Each party hereto shall, at any time and from time to time within ten(10) days after being requested to do so by the other party, any Leasehold Mortgagee or Investor in writing, execute, acknowledge, and address and deliver to the requesting party (or, at the latter's request, to any existing or prospective mortgagee, transferee, Investor or other assignee of the requesting party's interest in the Leased Land or under this Ground Lease which acquires such interest in accordance with this Ground Lease),a certificate in recordable form,certifying(a)that this Ground Lease is unmodified and in full force and effect (or, if there has been any modification thereof, that it is in full force and effect as so modified, stating therein the nature of such modification); (b) that Lessee has accepted possession of the Leased Land, and the date on which the Term commenced; (c) as to the dates to which rent and other charges arising hereunder have been paid; d) as to the amount of any prepaid rent or any credit due to Lessee hereunder; (e) as to whether, to the best of such party's knowledge,information and belief,the requesting party is then in default in performing any of its obligations hereunder (and, if so, specifying the nature of each such default); and(f) as to any other fact or condition reasonably requested by the requesting party; and CAO 11.A.e Packet Pg. 220 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) acknowledging and agreeing that any statement contained in such certificate may be relied upon by the requesting party and any such other addressee. 35. If any provision of this Ground Lease be held to be void or unenforceable under the laws of any place governing its construction or enforcement, this Ground Lease shall not be void or vitiated thereby but shall be construed to be in force with the same effect as though such provisions were omitted. 36. Lessor and Lessee acknowledge and agree that during the Term, each applicable Developer shall be the owner of all improvements constructed or to be constructed on its Phase of the Leased Land, and as such, such Developer shall be entitled to all depreciation deductions and the credits or other benefits for income tax purposes relating to such improvements. 37. Lessee shall have the option, but not obligation, to name one or more buildings for one or more individuals or entities providing financing or other assistance for any portion of the Project;provided,however, Lessor shall retain the right to require Lessee to change the name upon not less than 60 days prior written notice if the individual or entity associated with such name: (i) commits or is accused of committing an act involving moral turpitude under federal, state or local law, or(ii) commits an act of significant public disrepute or becomes the subject of a scandal such that Lessor believes, in its reasonable discretion, that the value or the Project has been or will be negatively affected. THE BALANCE OF THIS PAGE LEFT BLANK, SIGNATURE PAGE FOLLOWS CAO 11.A.e Packet Pg. 221 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) IN WITNESS WHEREOF, the Lessee and Lessor have hereto executed this Ground Lease the day and year first above written. AS TO THE LESSEE: Renaissance Hall Senior Living, LLLP 2 a By: Rural Neighborhoods, Incorporated, C/22"9.(-4 f a Florida not-for-profit corporation, its general fitness (signature) partner 2 71SAIorf.eS Print name) By: Ste en Kirk, •esident 6-1),,L______) Witness (signature) ckAo td.ct ki v iz ct e-S Print name) BOARD OF COUNTY COMMISSIONERS, AS TO THE LESSOR: COLLIER COUNTY, FLORIDA ATTESTS ' .... CRYSTAL K. KINZEL,Clerk By: Chri all, CHAIRMAN Attest as.to.ehairni Ws ,DEP TY i signatufe'onty' Approved a 0rm and legality: Sally A.irtr i A sistant County Attorney eloI tp.,(:) 11.A.e Packet Pg. 222 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) IN WITNESS WHEREOF, Rural Neighborhoods, Incorporated joins in and consents to this Long-Term Ground Lease for Phase 2 on the date first written above. Joinder by: Rural Neighborhoods, Incorporated, a Florida not-for-profit corporation tfOr itness (signature) By: 1 S Ste en Kirk, resident Print name) Witness (signature) V--ubC.`,1 leS Print name) I cA0 11.A.e Packet Pg. 223 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) f..• .1 ..,:, EXHIBIT A- Leased Land(Phase 2 Senior)r ..•,',. te: mr., 4 . .-., 4,0 i 2,.i-.,,•.- 4:!. F;L.,.XXAA ".1 m z,„,. ,.... .,,., ... 1_ Ac„t, cri r...; r..,,...r.,r,•• 1..,.• 1 • -.,1, ...,,A Af. - ci. 1 d c x •. iz.. 1/2 i 1 f:....t.X pb„:' T•i" -iil .';*".T 1. te'''' 4 ig '4.4 .e R", -!••et ' ',,:s ,.. .,:f., — V. 3.te s-e ''"," 01, 1.,. 7,tt 1 LIVV t A •44 m...'.t " )C A ------- 7;'-; Z - g(3F9 t 4a 1.• a a - -4 c••• , 4 E. 7"•. Cr.,r!.,,t• MI 2.%,,?i,ty c.,,,1.^ qC' 4* 1''' til 7 m r- i "' A,'Rlx c„, R9,,,,,.. 4-,0 r:, pl."....r"' ts•-, -1-F4 l'IX ..• ?s §/3." 4•71.4,11 C-03 - tvg . ...02.1 • .. in_ ,..A. 4,a 4 - ,c z x E- x 1 "7.co V!'r)a-I v Q°.% kl. 54R za„F.9 5.4.§„. a c r,1>t Mr It t I R XA A Aiv, ,k crrI 1 5.:6.V t co z w.. Rpm 1 cn r- PFP r- so' - ' gp4t, -0 Vt-) 1''' 2'• '" '''' .'-. f,.47 .4, 04 'i tow k I c E4=4 z rn Q W 4:Z P-t 0 0 z 70 x m 0 --I m f,$) c,ai g :Lc VP ' ' xi 1 4. rt v w Gp.,0 11.A.e Packet Pg. 224 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) EXHIBIT A-Leas i LandiPhase 2 Senidr)p ap'2... C 5. ,., t .;71., a III t 9. ta,r.) i70MY.w47r 27 "n rn t 03 M1s g t 1 Tw x. .. 11 II 11 11 It 1 11 11 N 11 x' so, . i,,,;-,....., A ill z Zg f-... m . -u i = q c.C-iZ m Q Q2190ri G1 e^ 4"Pp Z rip I . 2 ixtito a m 1 . NOT A SURVEY' j tl ,rf go 4p s, el a N i I 4:,</ S75b ulh1 k 7 , _ _ _ -_ __\ z F $ w S 0 I GP0 11.A.e Packet Pg. 225 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) TOGETHER WITH an easement for ingress, egress and utilities over, under and through the following described parcel: Beneficial Ingress, Egress and Utility Easement Parcel #1: A PARCEL OF LAND LYING IN TRACT"A", GOLDEN GATE UNIT 8, PART 1, AS RECORDED IN PLAT BOOK 5, PAGES 147 THROUGH 151 OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, SAID PARCEL BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHEAST CORNER OF TRACT "A", GOLDEN GATE UNIT 8, PART 1, AS RECORDED IN PLAT BOOK 5, PAGES 147 THROUGH 151, PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA; THENCE NORTH 00°28'56" WEST ALONG THE EAST LINE OF SAID TRACT"A" FOR 119.44 FEET TO THE POINT OF BEGINNING OF THE HEREIN DESCRIBED PARCEL; THENCE SOUTH 89°30'57" WEST DEPARTING SAID EAST LINE FOR 24.80 FEET; THENCE NORTH 01°58'53" WEST, FOR 30.21 FEET TO A POINT ON A CURVE; THENCE NORTHEASTERLY 28.10 FEET ALONG THE ARC OF A NON-TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 47.00 FEET THROUGH A CENTRAL ANGLE OF 34°15'41" AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 67°04'39" EAST FOR 27.69 FEET TO AN INTERSECTION WITH SAID EAST LINE; THENCE SOUTH 00°28'56" EAST ALONG SAID EAST LINE FOR 40.77 FEET TO THE POINT OF BEGINNING OF THE PARCEL DESCRIBED HEREIN; CONTAINING 858 SQUARE FEET OR 0.02 ACRES, MORE OR LESS. COWER BOULEVARD(SR 951) 5007,030.2 7.9451,i. Soo s6Tv 9'ES.Oo' 100B....- 17.-Nt3'o°'srt taY Auo16771.;w.,:J- yS. E 4T° T `wfEA Ccry.y.'.o.`b A f6, hAA,TSa1i e'P TAYL'T 71' ro rti'c' COWEN GAT tsfF+A AYVr r nrw-aR9R1f eft C.FL r47-1a1) DESCRIPTION 4 FARCO, OF LAND O'BC M MCI il', =OEN CAFE ONO A,PART r,AS RE GORGE O 61111O— R( PUT LBay0L4 B. PACES Is7 WOK. tar O°L TRA: DCSC# .RiCOROSMINN. FIORGM.SUP PARCEL Wife WOW PAROCLS.AAST DESCRAKD AS TOLLCRIS 0 15' 30' 6C G07AMTmc,r6 AF TM' VOIFT(+lAST CORNER OF TRACT V. GOLL'tEN GATE rIC p PAAT I, SCALE: 1" = 30' AS RECORDED RI RAT rkXX S, PACES I47 Rfs4SOLCA, 1i I T akAC. ACCORD Of 40tULL CSUOSY. aorta.. THEBCE SOu7N 0O'78'SE' EAS'ADAC Of EAST tar, PLAN WY HAVE KEN ENLARGED (;W LAG ;RACY A'F'OYR 73456 FEET 10 TFIE PO.t4r GAT EN GMANANG OfTNE Nt'HE.W RE..SACEO FROM INTEIADEC ^.ASPLAO SCALE DESERVED PAREf. FCN REPPCCLACToN REASONS lEGL.M: TlL't4 CON 1NS.4 SOUTH 0f71A'34. FAST Ar'.QVG SASS EAST la* TOR 252 OS Al.. .,f.AL:Tf( NOTES FEET it HAPG7L A COW. Co C T. CIN TM.NE( CoONTN LSTERA.A' 4EAD CUT OEPARDNC Sao EAST LAVE: ALONG THE R(A10AGS SMOWN HEREON Ate,` BASED ON NE VAT' PLANE J.VC (SF A Mka-G SwTM COCK TO To* j.EF7 I4Ai2M^. A RALbGS CA, A7( EB _ fox CM'iJEJ '.A4lYa^ CODAR.'U4TD SYSTEu E.SE.,T. SMED BR THE NATr(jN/J, GEODETIC ...- F TNRT4A"r A L'ENTRAA. A ISLE' Ua' 3T7TS'OA' 4N0 RL.VIG tiW„R 04":.I) NY A pc, ArE 40.415 FFYR oTA.Aan EAST dONE, a9A3 WNu YTJTN 7 TAN FE£. AfAJtYST.µEN7 CHlAMLO' tTT41jAND F(TX CPS ,ORSERriE ROriS TAN GNOR(3 Win('1f BEARS A7?RTN 54'7A'O F'AEST OR 40 07 91u10 INE FOOT NE'TNGWR AND REFER FO THE (AV LANE CAT TIpICT TfA'NtE NQRFN 0G'TA'39'A£S7, ION.I 7:5 FEEL fO A Pow/C%N A CU}FVE; 5y. •'.,RVi 0 ';1414AtW./WV. CA LEAN ,AI OAT e. PART r. AS RECORDED Vl R1AI F woo, Noca y PALES ts7 nfRO;fGN tIF. OF THE F't'acc RECORDS THENCE MOAPTN'AS7FRI 60.Al7 FEET AtOArO 114 ARC OF A NON-7ANGE.NTAN. DF(X'WER Marry, F(GW9'a A5 Map SODEN G126'S6"EAST CURVE TO NIL LEFT 'WANG A RAOn1S OF 47.00 I'Lf, TNMkt N A CENTRAL MCA O4' 24'14'34'ANS flONC SL19lENOED BY A CHORD *rF7N Fr£4R5 WARN 7. Ea44ER557NS 94041N HEREON ARE AV us. RAINEY FEET AND .36-40'57'EAST FO,R 36.7N SW:_ OfOWN*S NERVY BT. TJO THENCE NOON OG26'32"WEST, FOR T50.33 FELT. ENECKEO OF TJO 3. PAS SAETCN AND DESCR44 7544 r5 Da YN.rD W'TNOUF 7FAEUAUGPt4ci3O„RJRE' AAA, SEAL GW 77}E UrITFTAt St^ 4TtARE AND THENCE NIMBI rroo'St' EAST. FOR 7.23 FEET TO TrIE POOR Of 9fGANING JOB CODE NNW Dly^,TA1. SEAL 0 A LM'ENSED FLOR'OA SURYfYOW AND YAPPER OF Mr PARCEL T5:SGINCTI:IT Arta",RCAflE,. ND 40114045 O.4 D£LEF)ON5 TO BIAS SLOW,. 44° ARC PERMITTED MTH541T TILL EXPTT',NEP WRITTEN CORSEWT OF THE GATE OOP ATM SGNIN; PART, C(WTbNlAt;I.:4112;AWARE FEET OA am ACRES: Ara%(AP LESS. FR.E: 17.f118-DIG AC NOT A SURVEY' 4NEET idr q SKETCH AND DESCRIPTION y I KI T L1 1' 0 GIN*thaw. Aa t ,ry I`1 7al5 95 i SAKIFSr NI key A PARCEL OF LAND SCR:w"1r WMa Nt nko1W Springs TTMalt 941I4 jr T"'0'"al'"'4'"° t 7 tzmu,..Pb.M CI',II I':n4n(Y la • Wild SIMLA"Ea . Planarr+ • IAButsrape 5rr lFIt7^riA LYING IN c .: + rr,a A uxx Kn taRntsi raa a Nax I_n rura i rw.a.,.a r»raasar. SECTION 27 1 OWNSHIP 49 SOUTH RANGE 2S EAST EEa,6A,1''4Ra 714447(444 WRA 6roAy t7rnnr raar hen Shrtr L1NJaal crest COLLIER COUNTY,FLORIDAqn, GNO 11.A.e Packet Pg. 226 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) TOGETHER WITH an easement for ingress, egress and utilities over, under and through the following described parcel: Beneficial Ingress, Egress and Utility Easement Parcel#2: A PARCEL OF LAND LYING IN TRACT"A", GOLDEN GATE UNIT 8, PART 1,AS RECORDED IN PLAT BOOK 5, PAGES 147 THROUGH 151 OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, SAID PARCEL BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCING AT THE NORTHEAST CORNER OF TRACT"A", GOLDEN GATE UNIT 8, PART 1,AS RECORDED IN PLAT BOOK 5, PAGES 147 THROUGH 151, PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA; THENCE SOUTH 00°28'56" EAST ALONG THE EAST LINE OF SAID TRACT"A" FOR 437.20 FEET; THENCE SOUTH 89°31'04" WEST, DEPARTING SAID EAST FOR 35.99 FEET TO THE POINT OF BEGINNING OF THE HEREIN DESCRIBED PARCEL; THENCE SOUTH 00°28'59"EAST, FOR 31.75 FEET; THENCE SOUTH 89°30'57" WEST, FOR 9.44 FEET TO A POINT OF CURVATURE; THENCE WESTERLY 22.20 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 47.00 FEET THROUGH A CENTRAL ANGLE OF 27°03'50" AND BEING SUBTENDED BY A CHORD WHICH BEARS SOUTH 75°59'02" WEST FOR 21.99 FEET; THENCE SOUTH 62°27'07" WEST, FOR 57.55 FEET TO A POINT OF CURVATURE; THENCE SOUTHWESTERLY 10.17 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 27.00 FEET THROUGH A CENTRAL ANGLE OF 21°34'45" AND BEING SUBTENDED BY A CHORD WHICH BEARS SOUTH 51°39'44" WEST FOR 10.11 FEET TO A POINT ON A CURVE; THENCE NORTHWESTERLY 84.96 FEET ALONG THE ARC OF A NON-TANGENTIAL CURVE TO THE RIGHT HAVING A RADIUS OF 53.00 FEET THROUGH A CENTRAL ANGLE OF 91°50'58"AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 60°27'08" WEST FOR 76.15 FEET TO A POINT OF REVERSE CURVATURE; THENCE NORTHWESTERLY 29.17 FEET ALONG THE ARC OF A REVERSE CURVE TO THE LEFT HAVING A RADIUS OF 22.00 FEET THROUGH A CENTRAL ANGLE OF 75°57'25" AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 52°30'21" WEST FOR 27.08 FEET; THENCE SOUTH 89°30'57" WEST,FOR 4.52 FEET TO A POINT OF CURVATURE; THENCE WESTERLY 4.99 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 7.00 FEET THROUGH A CENTRAL ANGLE OF 40°49'55"AND BEING SUBTENDED BY A CHORD WHICH BEARS SOUTH 69°05'59" WEST FOR 4.88 FEET; THENCE SOUTH 48°41'O1" WEST, FOR 11.16 FEET; THENCE SOUTH 89°30'57" WEST, FOR 26.36 FEET; THENCE NORTH 45°29'03" WEST, FOR 9.83 FEET TO A POINT OF CURVATURE; THENCE WESTERLY 5.50 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 7.00 FEET THROUGH A CENTRAL ANGLE OF 45°00'00"AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 67°59'03" WEST FOR 5.36 FEET; THENCE SOUTH 89°30'57" WEST, FOR 181.88 FEET; THENCE NORTH 00°29'03" WEST, FOR 51.12 FEET; THENCE NORTH 48°11'01" EAST, FOR 1.33 FEET; THENCE NORTH 89°30'57" EAST, FOR 29.00 FEET TO A POINT ON A CURVE; THENCE SOUTHEASTERLY 34.56 FEET ALONG THE ARC OF A NON-TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 22.00 FEET THROUGH A CENTRAL ANGLE OF 90°00'00" AND BEING SUBTENDED BY A CHORD WHICH BEARS SOUTH 45°29'03" EAST FOR 31.11 FEET; THENCE NORTH 89°30'57" EAST, FOR 129.88 FEET TO A POINT OF CURVATURE; THENCE NORTHEASTERLY 5.50 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 7.00 FEET THROUGH A CENTRAL ANGLE OF 45°00'00"AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 67°00'57" EAST FOR 5.36 FEET; THENCE NORTH 44°30'57" EAST, FOR 9.83 FEET; THENCE NORTH 89°30'57" EAST, FOR 26.36 FEET; THENCE SOUTH 49°39'08"EAST,FOR 11.16 FEET TO A POINT OF CURVATURE; (Continues next page) 11.A.e Packet Pg. 227 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) THENCE EASTERLY 4.99 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 7.00 FEET THROUGH A CENTRAL ANGLE OF 40°49'55"AND BEING SUBTENDED BY A CHORD WHICH BEARS SOUTH 70°04'06" EAST FOR 4.88 FEET; THENCE NORTH 89°30'57" EAST, FOR 22.14 FEET TO A POINT OF CURVATURE; THENCE NORTHEASTERLY 5.50 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 7.00 FEET THROUGH A CENTRAL ANGLE OF 45°00'00"AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 67°00'57" EAST FOR 5.36 FEET; THENCE NORTH 44°30'57" EAST, FOR 19.05 FEET TO A POINT OF CURVATURE; THENCE NORTHEASTERLY 18.06 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE RIGHT HAVING A RADIUS OF 23.00 FEET THROUGH A CENTRAL ANGLE OF 45°00'00"AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 67°00'57" EAST FOR 17.60 FEET; THENCE NORTH 89°30'57"EAST, FOR 78.61 FEET; THENCE SOUTH 00°28'27" EAST, FOR 17.50 FEET TO A POINT OF CURVATURE; THENCE SOUTHEASTERLY 34.56 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 22.00 FEET THROUGH A CENTRAL ANGLE OF 90°00'37" AND BEING SUBTENDED BY A CHORD WHICH BEARS SOUTH 45°28'45" EAST FOR 31.12 FEET; THENCE NORTH 89°30'57" EAST, FOR 11.73 FEET TO A POINT OF CURVATURE; THENCE EASTERLY 12.85 FEET ALONG THE ARC OF A TANGENTIAL CURVE TO THE LEFT HAVING A RADIUS OF 47.00 FEET THROUGH A CENTRAL ANGLE OF 15°40'10"AND BEING SUBTENDED BY A CHORD WHICH BEARS NORTH 81°40'52" EAST FOR 12.81 FEET TO THE POINT OF BEGINNING OF THE PARCEL DESCRIBED HEREIN; CONTAINING 21,465 SQUARE FEET OR 0.49 ACRES, MORE OR LESS. x. C7/r1W;7 h J AWN olCr ai yC !1/ WO g4 AWN r r14 Ifs INC7. 1U if i rM Ai/ 1C t 1 sers,o.ti ix Cl/' ...-Wt at T INE T m>a cAa y rasnwpEmeA JET3' 9.1' CARVE TABLE N-CURVE lJ S N717177'a 37 SO' CCCroLAWN 1 Il ofAMSN/S rtL0T,1 1ss 1Ci P0 tldRN/G' CHOW 1 1- •...„..•_•.._ 1 5 eN',p'A7'a 1..57' II = 1 AS 5 erere11 I 10.11' ti .TQS' 7779 tTCT'30• 3 73'Sf'Ur'I trio U,s s srJN3r• reJs cP ttar' ro r `rr•sru' s s'Js,04'a fairC 25' S9' 100' tEL:EtKT t.-.r 1»w su` u 39,:r P.M' Nree'Sr' N astros'w ellrs' SCALE: 1" = 50' NG Y EYc 9000( Ls 3 eN'JCY]-sr ,f,,M, PAU CO ^17.CO' 21.Cr 73,775' N WJ0'71'1r 77.Or Tr1IS FLAN MAN »4YC IICEN LNLANK1EP OR "V _ po,r;P ff r"Jtr*'7Y1W`aRE.,...(",r4Du INIE'sif;::MAP' SVALE tI TAD N a»'PJ-a 57.77' C3 700' .9P' .OIN^53• S U0S3e•a INt' FOR NEFROC Klf0N REASONS r£@:C : Wr LW C tLA1;.SENT Ce 7A0" 33C" A3'a7tC• N Orefe.!•W SAL' CT 7700' JI..SQ' POpttG• 3'.5'7Pt+.7•C Jr rr' t i N 7P JC 5r L 7970' 1 E'ArtdNCs S.C9NM HEREON AWE' EASED UN INE' STATE' PtA4Nf CCrrvn007E" CO 700' SSC' 42Y4PM G0- N NP 'Sri 3Jr' sYsrie1 £$rA$#:.SHCL)8Y 7r11 NA7101440 Gt C9777.'C UAW-Y POW C1.ONm&LA.S7Al? N e>''.t it'E. 71 MY... r ._. PSaCl7.06' ..PP' .0.1N33' S 73'31'ON'C r.ee' teem, rods O.TtIAI L' , r99O NAM ryENr G19ECIWNEc0 d71.5 +L W0 Py" CP1,3 h 4C.771r*E 1 7RJ' OASL'R A rH;.N:S ik, t)iL' FfN}{' kEiSY{SSNt' ANfi rrffF:X! 7p NC EAST 1M"E QC' Cr0 7.00 S50' 15'00110" s MOS,'t 5.JN' raver x' WIZEN WE t1W; 0. weer 1. 45 .RECCR000 n' PIAr 71/7(4 s,, 11. N re50 37"E 744'PAGES r47 71 5OrR:71 13I, 6r NE 40 611 G5LTS Of COWER COUP,TY, CI PJx reef 437117C0' N e70(1'37•£ 17.e0` 11S 3 cereer C 11.4.Fi GiY.rLV AS 8E4Yr. 5rY'1T,![X7':M'30•EAST SN I.Of J0' N SW700'J7' N'tt'N•L it 17' 2. lk49:76,0r7S StrOWN IlLRE'C.W AN"L. IN U..5. 516RYET FEET NV DECA4W,.5NN'}7'S7"C t7.lA" Cf 7 77 y.__._.....y r r7 N wool,-E re0q' CUJ 4700' 12I15 15"00'.0' N e710sr L WI' 77WEOf lie N es'.70'S7'C Pe Sr'rNrS SxiTC1* AN!) 15157'MMrtpN 1S ma woo1T1TNC."'F7 f*if: /15*5 1NA1, VC991RAVE AN17 5CAL r3+7 pie CA(,i7A1 5,Che 0RE AND Cl0,1TA4 SEAL Or A LIP S Vern-I' r7,SN' 1iCOS5L'O ri/N113A SUAVE/LIP AND 444444PE17. NO 4OU'r40515 OR OEt.L'r13NS TO NI N et'JD3T'C 01,151 S 54W1'E9 NA„ ARE PER6a97EO 1Y1rt,E,r,'r r,E EA`PREsSE1' **MENNO(reet leWrif r SCUM 14 OF 7'CCNs£Nr Or 74,r s1Crrvsso PART),- SKETCH AND DESCRIPTION 3- DRAWS ST LID 7.EE I1 qq 1:1 1.1Ae.seta...Ord 1.11 711,1 r.A. IU ClrECAE:O eV TJb. J (,radtiNlinor LENNM114MINn A PARCEL OF LAND oncost mow R.4.11.17N IAlm frru+.AL:Nlte LYING IN 1scA,.E r.5o' Cisil EENdllr7i11 • I.a*vl Sur%r7"ix • 11,IOIIVI'N • L41N11a4Ppr knit!ll'Ic tDATE 1" E015 0'3 1,,I all tom.*;rai L. .4r, sot,III,T.1,1:. 11w.s.i,,..0.105 SECTION 27 TOWNSHIP 49 SOUTH,RANGE 26 EAST p fzLe. 77-sNmaN1 AE U000.11 NW OW. Zrt 9447.II 44 rr>OF Greet,vreor r:0el tW1 Shsrn IIL"113X1 C11AC COLLIER COUNTY.FLORIDA 11.A.e Packet Pg. 228 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) TOGETHER WITH an easement for stormwater drainage over, under and through the following described parcel: Slormwater Easement Area Legal Description' El g .. , 72 ...3 F- au NI § cl" aa au 1,1 33 t ZI CI,% 74 7- AI) el; "r.)gl• El) r;k' 1 C) 0 4,..0 0....P 1 2 -, , a; e. ,.,' ./1-i. ,'g; -:t-. '3, -3, ,•-e ,•,.- Agx,. . -.1 ‘,P,cl -1 t a 3. s-) " -ri—m, osINri 1 . ..s ,..1 ,or.4 ,41 ,.. --, •A - ,.". -C.4 ,--( . Ue-, ...., 2- ,q , z —I.4 . .. v 0 r.,, - IIsff31-. 4:1 0 -. 01I•40D, Vrh 7(t - 2:. 7. -..PI-. .r5 .... ' .77,.1 L., ' 5, %.,,. 2 t a .7 Imes VI - Zi IQ go C. `.4 L.. N.c71.C. N. 1 .. .' 3 ' tNip • ...„ 03.,,..,, 8 igiu' v .° V V A V A A1kA,4 Tv, 84 ,4 ,11 ,,,,,, LicbatAth , 1 1. .,;.I= .• 7. 1 ). Z. -, Z 9 6 ffi'^.1 no 1 7 45 .N. C.51. Nn§.5 ,3•, , pjz,A .6. u" ). -. < , :ri g,zi ..),.. y,,, r;12., r,-..1 A.,,, a. 2 11 i's 3 Y -.) P.' - ts""4T-; -4-1 IX $ -y co .--•8 t- , A -, ? r... k-n Pi a r-,•,..A p;-1 N -.1,,.. 1 rl A.1 ., ,.. 7 V)r_i b_ r...1 ,r+i „.4 r_ri _ i;-.: - ). , 74 ..z ,, . 30 .3' a!1": -4(1';5 z) , c, }. •' ir'c'.1t • 6 " G v' t-i0 c. R 1 r s 4 c., , c.) ,, 0 6 "):Ir''' ,ir;".? ;-r•1i N -t, .6 IPf .5- i i C. XI? 1) s D.•41_ Z il, i f ; ' 8 -,,-. -•. '' LI' o t`, A) , A CI' 1 3 5- 5°R z tL E i5 t* i rl ut C. i4: " d.r 11 41 • 7 C g -. 1'T'i 7. ,-,NA ::::: 6.r`. c7,:S1 i 4.r.., up 41 1 7-1 r.'r '41 •• 0 c-i ., 4: '•• N.4.1 V a ; '''. N , r- 0 r" CD j , b. C. .. -.' 8--rn 0 n i u. ,ss—X 0 0 rsN •, .g 3 t 71 7...' '-'' . 1 R 1r.z 0 0 z 1 i x. 0 d ,i.4' s ia F, (.,,7. -I ."-^ 0ri l', -. Z s I0A0 o— x A ).t 0 Is 1 4 ii ,C1 f;t r. 1() r tc a Iv cm cni i P r" Ii g e, t . 1,•“,. , i LI7 -. ! ig 1 4I al 0 C.ii'* 11.A.e Packet Pg. 229 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) s. _s.................._..................__ 7 :. mg U4 N i r : ... 9 0 Stormwater Easement Area 9°, a 4 171 . A T.(7;5 c En t ,- ra _,2 -'6- t'P• z, cl, o7i r...... it TJA ,NA 4 ii'7.,"' 7 '...... weriiill,NV 5.?" CO.... ,, .... * .,,„,„7, (1 rrl . 4 44, II t2yr _ cri i pp.toca Vre Rile& i 4 0 71 ..0 4? 0. Cs.%0 it '.4 .. .4 irt 9, #V ,V74--t.2, co C/ fr.774,1Cr 4 co q2 p. 2 r --1.--2-7,,1? '1,,,,,4,0.1 0 Ix -le 1 '. W ri.42.:2 — z ''',"„ , ' or) r, . 1,- (A4o1 0 A r' a) I X 4. 2 7.42v.LiT itf41`' t Agr.)., ilA - .ig 1 5 t7i,t f I AIA t. 4 6-1 4)c' t.. 1. ' 6'.IVaa1.P 1t_ PI e-. 2..... . 1' 4 R s i,71 riii310 S 7 !*:I a- 1 it. A 2 x),r.ew v f. • fp 10 126 0 >C -Sr 1 I! te it.•(V rl e0JA% . P- t-- r-13 > —I rn 4. ' (-)a x z) 0 > R 9 g ' P d Z,i4 o 0 r 0 A V't rn Q0 4 teR1§01,1 2 -ri c" Cil ca o 0 2 70' C-.1 aN 2 rrirtt•1-: N<:,.. e.„..._,, J 47 II 0 I N 0 0 0 1 1 ti 1 $07•13214Nir 2311' o 1. 77 .,' . ' NOT A SURVEY* A.''''.!,',1.. I 71'4111. _iii "f 22iy„ A. T: • R. 0 n 1 ?;,,- -,'''It t. .' j_ saruzyvt 1 $ czl,(we C.OT 2i.$4 p... t.,.../ ; ct, OPP 11.A.e Packet Pg. 230 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) EXHIBIT B Unit Totals and Types Minimum Number of Units 350 Maximum Number of Units 372Overall) Overall) Target Number of Senior Units 100 Target Number of Senior Units 120 Target Number of Essential 250 Target Number of Essential 252ServicesUnitsServicesUnits Note: Five percent (5%) of Senior and Essential Services units shall be targeted to persons considered to be veterans. Income and Rent Targeting (Goal) Seniors Income Target Percent Minimum Maximum Note: Developer may AMI Rent Level Set-Aside # of Units # of Units elect to use IRS§42 28% 28% 10% 10 12 Income-Averaging as a 60% 60% 90% 90 108 set-aside election in 4% or 9%Housing Credit transactions. Its election enables income levels to be set-aside between 60% - 80%AMI, balanced by units set- aside below 60%. Essential Services Income Target Percent Minimum Maximum Note: All units shall be AMI Rent Level Set-Aside # of Units # of Units rented with priority given to Essential 50% 50% 9% 22 22 Service Personnel 80% 80% 11% 28 28 employees. 120% 100% 80% 200 202 ESP Occupational Preferences include: Tier 1: Healthcare, Education and Emergency Services Tier 2: - Government Income Targeting Criteria Developer shall undertake best efforts to obtain project financing that enables developer to construct residential rental units that meet the Income and Rent Targeting Goals shown in the charts above with particular emphasis on Target Rent Levels indicated in Column 2. Developer agrees to an initial maximum Debt Service Coverage Ratio (DSC) of 1.25 DSC; DSC ratios in excess of 1.25 shall require Developer to reduce initial rents to a level that results in a DSC not greater than 1.25 DSC. The intent of this requirement is to reduce rents Exhibit B continued on next page] G1\O 11.A.e Packet Pg. 231 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) and bring projected rents closer to the Income and Rent Targeting Goals. Future rents for each Target Rent Level, i.e., 28%AMI, 50% AMI, 60%AMI, 80% AMI, and 120% AMI, shall not exceed Rent Limits established for an Effective Date by the U.S. Department of Housing and Urban Development for Collier County, Florida. Local government shall undertake best efforts to obtain Federal, state, and other housing resources, impact fee deferrals or alternate means of off-site improvements to enable Income and Rent Targeting Goals to be achieved. Developer shall also undertake best efforts to obtain additional grant and/or equity contributions from participating Foundations and others to enable Income and Rent Targeting Goals to be achieved. The Parties agree to a mutual review of pro forma total development costs, income, and expenses prior to Developer accepting a financial commitment from an outside lender and/or equity investor. The Parties agree to the inclusion of the participating Foundations in the mutual review. The Parties further agree that cash flow from the Project shall be described and distributed in accordance with Phase 1 and Phase 2 income sharing agreements by and between Rural Neighborhoods, either Renaissance Hall at Old Court LLC or Renaissance Hall Senior Living, LLLP, the Collier Community Foundation and Collier County. The Phase 2 income sharing agreement will be negotiated separately amongst the parties. The Phase I and Phase 2 income sharing agreements will be presented to the Board of County Commissioners for approval prior to the loan closing for each respective phase. Grant funds provided by Collier County, Florida are subject to Federal and state rules and regulations including, but not limited to, Program Income as applicable. POG 11.A.e Packet Pg. 232 Attachment: Ground Lease Phase 2 (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 233Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 234Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 235Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 236Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 237Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 238Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket Pg. 239Attachment: AGRMT (APR21-24) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.fPacket 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COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 288Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 289Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 290Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 291Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 292Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 293Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 294Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 295Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 296Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 297Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 298Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 299Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 300Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 301Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 302Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 303Attachment: AGRMT (APR21-25) 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(APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 312Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 313Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 314Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 315Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 316Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 317Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 318Attachment: AGRMT (APR21-25) RENAISSANCE HALL AT OLD COURSE (29334 : Renaissance Hall at Old Course, LLC) 11.A.gPacket Pg. 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