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AHAC Agenda 01/16/2025Collier County Affordable Housing Advisory Committee (AHAC) AGENDA Growth Management Community Development Department Conference Rooms 609/610 2800 N. Horseshoe Dr., Naples, FL 34104 January 16, 2025, 9:00 AM Steve Hruby, Chair Jennifer Faron, Vice Chair Mary Waller, Member Gary Hains, Member Hannah Roberts, Member Andrew Terhune, Member AHAC MEMBERS Commissioner Dan Kowal, BCC Liaison Arol Buntzman, Member Todd Lyon, Member Paul Shea, Member Catherine Myers, Member Bob Mulhere, Non-Voting Member COLLIER COUNTY STAFF Jamie French, Department Head, GMCD Michael Bosi, Director, Planning & Zoning Jaime Cook, Director, Development Review Cormac Giblin, Director, Housing Policy & Economic Development Sarah Harrington, Planning Manager, Housing Policy & Economic Development Derek D. Perry, Assistant County Attorney, County Attorney’s Office Donna Guitard, Management Analyst I, GMCD Priscilla Doria, Ops Support Specialist II, Housing Policy & Economic Development NOTE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST REGISTER PRIOR TO SPEAKING. ALL REGISTERED SPEAKERS WILL RECEIVE UP TO THREE (3) MINUTES UNLESS THE TIME IS ADJUSTED BY THE CHAIRMAN. DURING COMMITTEE DISCUSSION, COMMITTEE MEMBERS MAY ASK DIRECT QUESTIONS TO INDIVIDUALS. PLEASE WAIT TO BE RECOGNIZED BY THE CHAIRMAN AND STATE YOUR NAME AND AFFILIATION FOR THE RECORD BEFORE COMMENTING. IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING, YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY FACILITIES MANAGEMENT DEPARTMENT. ASSISTED LISTENING DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE IN THE COUNTY COMMISSIONER’S OFFICE. Page 13 of 2001 1. CALL TO ORDER & PLEDGE OF ALLEGIANCE 2. ROLL CALL OF COMMITTEE MEMBERS AND STAFF a. Paul Shea – Excused Absence b. Selection of Chair/Vice Chair for 2025 3. APPROVAL OF AGENDA AND MINUTES a. Approval of today’s agenda 4. INFORMATIONAL ITEMS AND PRESENTATIONS a. Update from McDowell Housing Partners b. B2R20 (Matthew Smith) 5. PUBLIC COMMENT a. Persons wishing to speak must register prior to speaking. All registered speakers will receive up to three (3) minutes unless the time is adjusted by the Chairman. 6. DISCUSSION ITEMS a. Select committee member for ranking and review for CHS grant application cycle (Tracey Smith) b. January 2025 Apartment Survey (Lisa Carr) c. Tenant Income Grace Period Policy a. Sub-Committee Recommendation b. Staff Recommendation 7. STAFF AND COMMITTEE GENERAL COMMUNICATIONS 8. NEW BUSINESS 9. ADJOURN 10. NEXT AHAC MEETING DATE AND LOCATION: March 18, 2025, at 9:00 AM Conference Room 609/610 - Growth Management Community Development Department Page 14 of 2001 Collier County Development Update: Current and Upcoming Pipeline Page 15 of 2001 MHP Project Overview Page 16 of 2001 MHP Project Overview Property Type Location Financing Structure (Excluding Conventional Debt)# Units Status Ekos Arbor Park (Phase I)New Construction North Port/Sarasota, FL 4%, LIHTC, NHTF, SAIL , FHFC Bonds 136 Completed 2024 Ekos Magnolia Oaks New Construction Tallahassee/Leon County, FL 4% LIHTC, Tallahasee CRA loan 110 Completed 2023 Ekos Lake Shadow New Construction Eatonville/Orange County, FL 9% LIHTC 96 Completed 2024 Ekos on Santa Barbara New Construction Naples/Collier County, FL 4% LIHTC, CDBG-DR, Coiller Co SLFRF (ARPA)82 Completed 2023 Ekos Allegro New Construction Naples/Collier County, FL 4%LIHTC, SAIL, Collier Co SHIP 160 Completed 2024 Ekos Lakeview Preserve New Construction Irving/Dallas, Texas 9% LIHTC 84 Completed 2023 Ekos City Heights New Construction Austin, Texas 4% LIHTC, Austin RHDA Loan 179 Completed 2024 Silverpointe New Construction Ocala, Marion Co, FL 9% LIHTC 90 Completed 2024 Jordan Bayou New Construction Carrabelle, Franklin County, FL HOME 39 Completed 2020 Douglas Gardens IV New Construction Pembroke Pines/Broward, FL 4% LIHTC, Broward Co Loan, Broward Co Bonds 410 Est. Q2 2025 Ekos Cadenza New Construction Naples/Collier County, FL 4% LIHTC, SAIL, NHTF, ARPA Loan 160 Est. 2025 Southpointe Vista (Phase I)New Construction Goulds/Miami Dade, FL 9%, Miami-Dade Surtax and Inflation Reduction Loan 124 Est. Q1 2025 Ekos Bayonet Point (Phase I)New Construction Pasco County, FL 9%, LIHTC, NHTF, Pasco County HOME 114 Underwriting Southpoint Vista (Phase II)New Construction Goulds/Miami Dade, FL 4% LIHTC, SAIL, Miami-Dade Surtax, NHTF 208 Underwriting Ekos Creekside New Construction Collier County, FL 4% LIHTC, SAIL, Collier County Surtax 160 Underwriting Ekos Pembroke Park New Construction Pembroke Park, Broward Co, FL 4% LIHTC, SAIL, Broward County HOME 150 Underwriting Ekos Arbor Park (Phase II )New Construction North Port/Sarasota, FL 9% LIHTC 66 Underwriting Ekos Santa Barbara (Phase II) New Construction Collier County, FL 4% LIHTC, CDBG-DR 84 Underwriting Ekos on Evans New Construction Ft. Myers/Lee County, FL 4% LIHTC, CDBG -DR 144 Underwriting Ekos at Warrington New Construction Pensacola/Escambia County 4% LIHTC, SAIL 120 Underwriting Ekos at Rockledge Park New Construction Brevard County, FL 4% LIHTC, CDBG -DR 100 Underwriting Ekos Bayonet Point (Phase II) New Construction Pasco County, FL 4% LIHTC, SAIL 120 UnderwritingPage 17 of 2001 Affordable New Construction Ekos on Santa Barbara, Collier County, FL Highlights and Amenities •Ground Lease from Collier County •Multipurpose Clubhouse with •Media-Room •Fitness Center • Large Pool •Tot Lot and Picnic Area •Covered BBQ Gas Grills •Resident Programs and Services: Financial Management, Adult Literacy, Daily Activates •Sunshine Health Partnership •100% Occupied – 1 Month Lease up. Waitlist 1600+ •Property Type: Two Garden-Style Apartments w/ surface parking and stand -alone clubhouse •Demographic: Family •Number of Units: 82 •Construction Type: Concrete Block •Funding: 4% Tax Credits with CBDG-DR (Ian) •Development Cost: $25,450,000 Workforce Family 4660 Santa Barbara, Naples, FL Page 18 of 2001 Page 19 of 2001 Affordable New Construction Highlights and Amenities •Partnership: Collier County Community Land Trust •Partnership: County Community & Human Services Administration (Meal Program) •Partnership: SW Florida Health Care Network •Community Room with Kitchenette •Arts and Games Area •Theater Room •Private Offices for Rent •Medical Screening Room •Courtyard with Pickleball, Dog Park, Community Garden, Covered BBQ Grills •Resident Programs and Services: •Assistance with light housekeeping, adult literacy, daily activities •Opened Oct. 2024 •91 One Bed/Ba and 61 Two Bed/Ba •100% leased by end of Nov. •Property Type: Midrise 5-Story •Demographic: Senior (62+) Tax Exemption/Zoning Mandate •Construction Type: Block & Concrete Plank •Funding: 4% LIHTC + SAIL + Tax Exempt Bonds •Development Cost: $50,125,756 Senior Affordable Ekos Allegro, Collier County, FL 8455 Rattlesnake Hammock Rd, Naples, FL Page 20 of 2001 Page 21 of 2001 Page 22 of 2001 Affordable New Construction Ekos Cadenza, Collier County, FL Highlights and Amenities •Partnership: Collier County Community Land Trust •Partnership: County Community & Human Services Administration (Meal Program) •Partnership: SW Florida Health Care Network •Standalone Clubhouse •Fitness Center •Cyber café •Resort Style Pool •Resident Programs and Services: •Assistance with light housekeeping, adult literacy, daily activities •Completion December 2024 •Number of Units: 160 •25 Studios, 80 One Bed/Ba, 55 Two Bed/Two Ba •Property Type: Midrise 5-Story •Demographic: Senior (62+) Tax Exemption/Zoning Mandate •Construction Type: Block & Concrete Plank •Funding: 4% LIHTC + SAIL + Tax Exempt Bonds •Development Cost: $51,074,809 Senior Affordable Page 23 of 2001 Page 24 of 2001 Pre -Development Ekos Creekside, Collier County, FL •Challenges: RM-25 Zoning for Lower Density MF ➢Parking Requirements ➢Open Space ➢Setbacks ➢Public Lift Station ➢Cannot be Built Again: Adopted Ordinance, No Live Local PUDs → 25du/ac Max and Height Limit ➢Utilized Live Local Preemption and Live Local SAIL Funding ➢Closing Q1 2025 ➢Number of Units: 160 ➢Property Type: Midrise 7 Stories ➢98 One Bed/Ba, 48 Two Bed/Ba, 14 Three Bed/Two Ba ➢Construction Type: Block & Concrete Plank ➢Funding: 4% LIHTC + SAIL + Tax Exempt MMRB ➢Est. Development Cost: $63,808,624 ➢Income/Rent Limits Page 25 of 2001 Pre -Development Ekos Santa Barbara II Challenges: ➢Public Hearing Process ➢Access & Potential Traffic Congestion on Santa Barbara Blvd ➢Parking Requirements ➢Santa Barbara Landings PUD restrictions ➢Stormwater & Site Utilities ➢Utilized County Ordinance for Density Bonus ➢Closing Q1 2026 ➢Number of Units: 84 ➢Property Type: Midrise 4 Stories ➢60 One Bed/Ba, 24 Two Bed/Two Ba ➢Construction Type: Block & Concrete Plank ➢Funding: 4% LIHTC + CDBG-DR ( Hurricane Ian) + Tax Exempt Bonds ➢Est. Development Cost: $34,196,392 Page 26 of 2001 Who We Serve NOTES: Rents do not reflect the reduction for Utility Allowances Page 27 of 2001 Collier County Challenges ➢Scarce (Entitled) Land ➢Expensive Land ➢NIMBY ➢Live Local Limitations ➢Parking Requirements ➢Construction ➢Local Subcontractors ➢Material Cost ➢Market Isolation ➢Storm Impacts ➢Permit Processing/Entitlements Macro Challenges ➢Capital Cost ➢LIHTC Pricing ➢Const Debt ➢Insurance Cost ➢Inflationary Pressures ➢OpEx ➢Regulatory Burdens ➢Limited Subsidy Page 28 of 2001 Let’s Do More Ø Advocacy Ø Local Land Development Code Ø Local Incentives Ø Fee Waivers/Deferrals Ø Tax Exemption (LL Modifications) Ø Insurance Programs Ø Partnerships Ø Local Governments Ø CRAs Ø Employers Page 29 of 2001 Contact Info Christopher Shear – Chief Operating Officer Scarlett Perez – Director of Development 777 Brickell Ave, Suite 1300 Miami, FL 33131 Phone: (786)577-9837 Email: cshear@mcdhousing.com sperez@mcdhousing.com THANK YOU! Page 30 of 2001 COLLIER COUNTY AFFORDABLE HOUSING ADVISORY COMMITTEE INTRO PRESENTATION 1Page 31 of 2001 WHAT IS BUILD TO RENT TO OWN (“B2R2O”)? Build to Rent to Own (“B2R2O”) is a non-profit initiative to develop homeownership opportunities for members of the Collier County “community workforce” — broadly defined as those making between 60% and 120% of the Area Median Income, with an emphasis on essential service personnel. 2Page 32 of 2001 B2R2O MISSION Offer stable, secure financial pathway to homeownership in order to : •Retain, attract, and increase the tenure of a high-quality community workforce in Collier County •Ensure project’s long-term affordability to provide future opportunities for low - and moderate-income homebuyers 3Page 33 of 2001 STEP 1: SITE SELECTION 4 A partnership formed between B2R2O and the Collier County Community Land Trust (“CCCLT”) identifies un- or under-developed land sites in Collier County that are suitable for workforce housing (single family townhome product)Land Sites -Appropriate Price -Employer Proximity -Flood & Zoning Site Identification Page 34 of 2001 STEP 2: FLEXIBLE FUNDING 5 Area philanthropists commit capital to B2R2O projects at flexible, below -market terms : •Recoverable Grants & Program Related Investments (available exclusively to non-profits) •Zero- or low -interest loan-like investments •Flexibility on prepayment and repayment Area Philanthropists “B2R2O” Project Page 35 of 2001 STEP 3: BENEFICIARY SELECTION 6 Members of the community workforce apply for the B2R2O Program: •MUST be employed full-time in Collier County •MUST meet income and credit score minimums •PREFERENCE for essential service personnel and County employees Community Workforce “B2R2O” Project Page 36 of 2001 STEP 4: RENT TO OWN AGREEMENT 7 Selected Beneficiaries enter the B2R2O Program through a Rent to Own Agreement: •3 year rental period •Mandatory participation in educational program •Rent charged tied to 30% of gross income •Percentage of rent charged goes towards funding a reserve account for Beneficiary’s downpayment Monthly Rent Operating Costs Downpayment Reserve D.P. Reserve D.P. Reserve D.P. Reserve Year 1 Year 2 Year 3 Page 37 of 2001 Beneficiary Financing STEP 5: OWNERSHIP TRANSITION 8 After the 3-year rental period, B2R2O assists Beneficiaries in purchasing their unit through: •Traditional retail mortgages through partner banks and financial institutions •Employer-funded downpayment assistance •Other State, Local & Federal programs designed to assist low - and moderate- income homebuyers D.P. Reserve First Mortgage Employer Contribution State, Local & Federal Programs Ownership Transition Structure Page 38 of 2001 DATE ACTION RESPONSIBILITY COMPLETED 12/10/2024 Fiscal provides available funding dollars for 2025-2026 Application Cycle Darrick, Mark (Maggie)12/4/2024 12/10/2024 Application edits sent to Ryan at Neighborly Tracey 12/6 (initial edits), 12/12 (2nd edits) 12/19/2024 Public Notice Published Tracey 12/19/2024 12/19/2024 Email to partners + Social media blast (#1) (this is the Public Notice)Tracey to coordinate with Quest 12/19/2024 12/30/2024 Email to partners + Social media blast (#2) (This is the Public Notice)Tracey to coordinate with Quest 12/30/2024 1/7/2025 Grant Pre-Application Opens Tracey 1/7/2025 1/17/2025 Grant Pre-Application Closes at 12 noon Tracey 1/21/2025 -1/23/2025 Pre-Apps reviewed by staff (H3)CHS Team 01/27/2025-01/31/2025 Grant 1:1 TA Meetings (H3)CHS Team by 01/31/2025 Internal confirmation of R/R committee members Tracey 2/3/2025 Full grant application portal opens Tracey 2/7/2025 Memo to County Manager for approval of the selection of R/R Committee Tracey 2/24/2025 Grant Application Portal Closes 12 noon Tracey 2/25/2025-3/03/2025 Staff Vet All Applications and clear deficiencies (H3)CHS Team 3/4/2025 R/R Training: Neighborly Software, Scoring of Applications and Powerpoint Review (H3)TBD 3/5/2025 Release Grant Applications to R/R Committee for individual scoring Tracey 3/6/2025 Request Level One Risk Assessment from GCU (every applicant)Tracey/GCU 3/19/2025 Fiscal provides current available funding dollars for 2025-2026 Application Cycle Darrick, Mark (Maggie) 3/26/2025 R/R Committee Presentations (Services) (Facilities Training room)CHS Team 3/27/2025 R/R Committee Presentations (Capital Projects) (Facilities Training room)CHS Team 3/28/2025 CDBG/HOME/ESG Agreement templates provided by GCU and available for use GCU Team 3/31/2025 Memo to the County Manager for approval of suggested Conditional Awards Tracey 4/4/2025*Denial & Conditional Awards letters out to Subrecipients (Cc: Grants Compliance)Tracey 3/31/2025-4/11/2025 Grant Coordinators & subrecipients finalize scope of services, beneficiaries, etc.Grants Coordinators/Subrecipients 4/8/2025 Preparation of 2025-2026 Action Plan - include conditional awards in AAP Tracey/FHC 4/30/2025 Subrecipient Agreements finalized and submitted to CAO Grants Coordinators/Subrecipients 5/12/2025 Advertise Public Notice for PY2025 Annual Action Plan Tracey 05/13/2025-06/13/2025 Public Comment Period for Annual Action Plan Tracey 5/20/2025 Upload Subrecipient Agreements & Annual Action Plan in CivicPlus for 6/24/25 BCC meeting Tracey 5/29/2025 Public Hearing for PY2025-2026 Annual Action Plan Tracey 6/24/2025 BCC Approval of FY 2025-2026 Action Plan & Projects/Activities Tracey *Contingent on whether approval has been received by CM GRANT CYCLE TIMELINE 2025-2026 Page 39 of 2001 Collier County Community and Human Services Division Very Low-Income (VLI): Means a household earning between 30% and 50% of the Area Median Income Quarterly Rental Apartment Inventory Survey January 2025 Low-Income (LI): Means a household earning between 50% and 80% of the Area Median Income ***Information deemed reliable but should be independently verified***Moderate Income (MI): Means a household earning between 80 and 120% of the Area Median Income Property Name Property Address Phone # 1/1 Rental Rate 2/2 Rental Rate 3/2 Rental Rate Total # of Units in Development Occupancy Rate Total Available Units as of January 1, 2025 January 2025 January 2024 January 2023 January 2022 Jan 2020 Oct 2019 Goodlette Arms 950 Goodlette Rd N Naples, FL - 34102 (239) 262-3229 $ 1,713.00 N/A N/A 242 100.0%0 Very-Low Income $1,173 Very-Low Income $1,123 Very-Low Income $1,061 Very-Low Income $948 Wolfe Apartments * 4620 16th Pl SW #303, Naples, FL 34116 (239)-353-8746 $ 700.00 $ 900 N/A 46 100.0%0 0 2 0 0 0 0 Bembridge- The Harmony on Santa Barbara (Ekos) 4640 Santa Barbara Blvd (239) 686-0050 $ 1,008.00 $1,212 $1,398 82 100.0%0 Saddlebrook Village 8685 Saddlebrook Cir, Naples, FL 34104 (239) 354-1122 N/A $ 1,230 $ 1,407 140 100.0%0 Whistler's Green 4700 Whistlers Green Cir, Naples, FL 34116 (239) 352-2999 $ 1,103 $ 1,313 $ 1,511 168 100.0%0 Ekos Allegro (Ekos Cadenza II) 8455 Ratt;esnake Hammock Rd (239)955-8679 $ 1,064 $ 1,280 N/A 160 100.0%0 Bear Creek 2367 Bear Creek Dr, Naples, FL 34109 (239) 514-0600 N/A $ 1,282 $ 1,477 108 100.0%0 Brittany Bay 14815 Triangle Bay Dr, Naples, FL 34119 (239) 354-2002 $ 1,080 $ 1,295 $ 1,600 392 99.2%3 Brittany Bay II 14925 Lighthouse Rd, Naples FL 34119 (239) 354-2002 $ 1,080 $ 1,295 $ 1,600 392 100.0%0 Brittany Bay III- Vanderbilt Place 14915 Lighthouse Rd, Naples FL 34119 (239) 354-2002 $ 1,080 $ 1,295 $ 1,600 392 100.0%0 Osprey's Landing 100 Ospreys Landing, Naples, FL 34104 (239) 261-5454 $ 1,110 $ 1,329 $ 1,538 176 100.0%0 Jasmine Cay 100 Jasmine Circle Naples, FL - 34102 (239) 963-9920 N/A $ 1,580 $ 2,668 73 100.0%0 Low Income Low Income Low Income Low Income Tuscan Isle - Saddlebrook Village 8650 Weir Dr, Naples, FL 34104 (239) 304-3668 $ 1,112 $ 1,332 $ 1,544 298 100.0%0 $1878 2/2 $1,797 2/2 $1,698 2/2 $1,518 2/2 Whistler's Cove 11400 Whistlers Cove Blvd, Naples, FL 34113 (239) 417-3333 $ 1,111 $ 1,333 $ 1,551 240 100.0%0 6 0 0 3 84 135 Villas of Capri * 7725 Tara Cir, Naples, FL 34104 (239) 455-4600 $ 1,110 $ 1,336 $ 1,488 235 98.7%3 College Park 6420 College Park Cir, Naples, FL 34113 (833) 219-9964 N/A $ 1,340 $ 1,556 210 100.0%0 Summer Lakes I - Donovan Center PUD 5600 Jonquil Ln, Naples, FL 34109 (833) 290-3367 $ 1,121 $ 1,347 $ 1,562 140 100.0%0 Summer Lakes II - Bosley PUD 5520 Jonquil Ln, Naples, FL 34109 (833) 290-3367 $ 1,121 $ 1,347 $ 1,561 276 100.0%0 George Washington Carver Apt 350 10th St N Naples, FL - 34102 (239) 261-4595 $ 1,272 $ 1,506 $ 1,814 70 100.0%0 Gordon River Apartments - (Still Water)1400 5th Ave N. Naples, FL 34102 (239)263-7700 N/A $ 1,750 $ 1,950 96 100.0%0 Noah's Landing- Golden Gate Commerce Park PUD *10555 Noah's Cir, Naples, FL 34116 (239) 775-7115 $ 2,002 $ 2,400 $ 2,898 264 100.0%0 Naples Place I-III 4544-4626 Sunset Rd, Naples, FL 34116 (239) 450-9126 $ 1,200 $ 1,900 $ 2,350 170 100.0%0 Atrium Gulfshore * 5301 Summerwind Dr, Naples, FL 34109 (239) 597-6605 $ 1,668 $ 2,224 N/A 368 98.6%5 10x Living (Alvista at Laguna Bay) * 2602 Fountainview Cir, Naples, FL 34109 (239) 254-7889 $ 1,698 $ 2,088 N/A 456 97.1%13 Jade at Olde Naples * 402 11th St N, Naples, Fl 34102 (239)213-5888 $ 1,800 $ 2,150 N/A 104 98.1%2 River Reach * 1970 River Reach Dr #179, Naples, FL 34104 (239) 643-2992 $ 1,932 $ 2,209 N/A 556 97.8%12 Milano Lakes * 3713 Milano Lakes Circle, Naples, FL 34114 (239) 558-1534 $ 2,297 $ 2,416 $ 2,703 296 98.6%4 Malibu Lakes * 2115 Malibu Lakes Circle, Naples, FL 34119 (239) 596-0035 $ 1,809 $ 2,109 $ 2,799 356 97.5%9 Sierra Grande at Naples * 6975 Sierra Club Cir, Naples, FL 34113 (239) 529-5631 $ 2,061 $ 3,351 $ 5,134 300 100.0%0 Somerset Palms 15985 Arbor View Blvd, Naples, FL 34110 (888) 479-3911 N/A $ 2,150 $ 2,200 169 94.7%9 Moderate Income/ $2817 2/2 Moderate Income/ $2697 2/2 Moderate Income/ $2547 2/2 Moderate Income/ $2,277 2/2 Moderate Income/ Moderate Income Briar Landings 1385 Wildwood Lakes Blvd, Naples, FL 34104 (239) 455-2400 $ 1,600 $ 2,000 N/A 240 93.8%15 326 346 100 4 486 653 Oasis Naples 2277 Arbor Walk Cir, Naples, FL 34109 (239) 598-9944 $ 1,800 $ 2,150 N/A 216 99.5%1 Bermuda Island 3320 Bermuda isle Cir., Naples, FL 34109 (888) 415-1140 $ 1,609 $ 2,199 $ 2,809 360 100.0%0 The Point 2155 Great Blue Dr, Naples, FL 34112 (239) 417-5500 $ 1,724 $ 2,002 $ 2,724 248 100.0%0 Advenir Aventine * 9300 Marino Cir, Naples, FL 34114 (239) 793-4603 $ 1,943 $ 2,088 $ 2,905 350 99.1%3 Aster at Lely Resort * 8120 Acacia St, Naples, FL 34113 (239) 919-8375 $ 1,849 $ 2,373 $ 3,509 308 94.2% 18 Orchid Run * 10991 Lost Lake Drive, Naples, FL 34105 (833) 676-4450 $ 2,028 $ 2,354 $ 2,729 282 96.5%10 Meadow Brook Preserve * 1130 Turtle Creek Blvd, Naples, fL 34110 (239) 579-9420 $ 1,875 $ 1,999 $ 2,633 268 85.8%38 Crest Apartments - Vincentian PUD (The Crest) * 11496 Sumter Grove Cir Naples, FL 34113 (239)963-1209 $ 2,097 $ 2,334 $ 3,100 200 96.5%7 Inspira Apartments * 7425 Inspira Circle, Naples, FL 34113 (239) 298-5680 $ 1,975 $ 2,225 $ 2,773 304 96.4%11 Mer Soleil * 4250 Jefferson Ln, Naples, FL 34116 (239) 354-1155 $ 1,700 $ 2,125 $ 2,600 320 95.9%13 I-75/Alligator Alley - (Edge 75) * 120 Bedzel Cir, Naples, FL 34104 (239) 276-7770 $ 1,950 $ 2,295 $ 2,700 320 93.4%21 The Coast Residences 1600 Wellesley Cir, Naples, FL 34116 (239) 353-1211 $ 1,683 $ 2,020 N/A 200 92.0%16 Tree Farm - (Addison Place) 8677 Addison Place Circle, 34119 (239) 232-6109 $ 1,900 $ 2,700 $ 2,959 294 100.0%0 Laurel Ridge 5460 Laurel Ridge Ln, Naples, FL 34116 (239) 353-7766 N/A N/A $ 2,200 78 76.9%18 Wild Pines Of Naples * 2580 Wild Pines Ln, Naples, FL 34112 (239) 793-6419 $ 1,690 N/A N/A 200 100.0%0 Naples 701 * 3531 Plantation Way, Naples, FL 34112 (239) 775-8000 $ 1,495 N/A N/A 188 98.9%2 Belvedere Apartments (Belvedere At Quail Run) * 260 Quail Forest Blvd, Naples, FL 34105 (239) 434-0033 $ 1,765 $ 2,853 N/A 162 97.5%4 Legacy Naples Apartments * 7557 Campania Way, Naples, Fl 34104 (239) 354-7417 $ 2,001 $ 2,584 $ 3,547 304 95.1%15 The Springs at Hammock Cove * 4360 Petal Dr, Naples, FL 34112 (239) 203-3972 $ 1,866 $ 2,436 $ 2,534 340 92.1%27 The Coast (Berkshire Lakes) * 3536 Winifred Row Ln, Naples, FL 34116 (239) 455-8174 N/A N/A $ 2,324 146 88.4%17 Waverley Place * 5300 Hemingway Ln, Naples, FL 34116 (239) 353-4300 $ 1,700 $ 1,925 $ 2,020 300 91%27 Saxon Manor Isles- (Meadow Lakes) * 105 Manor Blvd, Naples, FL 34104 (239) 403-4130 $ 1,843 $ 2,485 $ 2,561 252 93.7%16 Briarwood- Lago Apartments (Lago Apartments) 10200 Sweetgrass Circle. Naples, Fl 34104 (239)384-6881 $ 2,195 $ 2,715 $ 3,338 320 97.8%7 Atlis - Santa Barbara *4710 Atlis Drive, Naples Fl 34104 (239)-372-9850 $ 2,414 $ 2,864 $ 3,572 242 60%0 Marea *3550 Putney Court, Naples FL 34112 (239) 944-7080 $ 2,281 $ 3,057 $ 3,648 300 89%15 Mark Lane Apartments * 15500 Mark Lane, Naples FL 34119 (239) 631-9325 $ 2,250 $ 2,815 $ 3,500 286 96.9%9 Allura 16210 Allura Circle, Naples FL 34110 (239) 788-2641 $ 2,479 $3,048 $3,479 320 95.0%0 The Pearl (Founders Square) * 8820 Walter Way Naples, FL 34120 (239)-294-8985 $ 2,224 $ 2,770 $ 3,575 400 100.0%0 Magnolia Square *5934 Premier Way Suite 2100, Naples FL 34109 (239) 932-6899 $ 2,698 $ 2,804 $ 4,667 290 100.0%0 0 250 439 87 No Moderate Data No Moderate Data Amberlin * 8630 Amberlin Way Naples, Fl 34114 (239) 350‑1566 $ 1,799 $ 2,763 N/A 188 TBA Under Development Ekos Cadenza at Hacienda Lakes 8471 Rattlesnake Hammock Rd TBA N/A N/A N/A 160 TBA Under Development Market Rate Market Rate Market Rate Market Rate Blue Coral Apartments 5035 Aspire Way TBA N/A N/A N/A 234 TBA Under Development Renaissance Hall (Golden Gate Golf Course)4100 Golden Gate Pkwy TBA N/A N/A N/A 400 TBA Under Development Amerisite- Latigo Apartments (FIORI) 8710 Collier Blvd TBA N/A N/A N/A 303 TBA Under Development Sub-Total Naples Median $ 1,765 $ 2,117 $ 2,600 16,298 97.7% 370 370 598 439 98 570 788 Farm Worker Village 2225 Chadwick Cir, Immokalee, FL 34142 (239) 842-0327 $ 595 $ 645 $ 700 276 100%0 Sanders Pines 2449 Sanders Pine Cir, Immokalee, FL 34142 (239) 657-8333 N/A $ 742 $ 792 41 100.0%0 Willowbrook Place 1836 Ash Ln, Immokalee, FL 34142 (239) 657-3204 $ 734 $ 817 N/A 41 100.0%0 Esperanza Place 2357 Esperanza Way, Immokalee, FL 34142 (239) 657-2009 $ 755 $ 845 $ 905 47 100.0%0 Main Street Village 104 Anhinga Cir, Immokalee, FL 34142 (239) 657-6576 N/A $ 925 $ 995 79 100.0%0 Garden Lake Apartments 1050 Garden Lake Cir, Immokalee, FL 34142 (239) 657-3204 $ 764 $ 892 N/A 65 100.0%0 Very-Low Income $1,173 2/2 Very-Low Income $1,123 2/2 Very-Low Income $1,1061 2/2 Very-Low Income $948 2/2 Very-Low Income Very-Low Income Heritage Villas 1810 Lake Trafford Rd, Immokalee, FL 34142 (239) 657-3204 $ 830 $ 937 N/A 41 100.0%0 Summer Glenn 1012 Summer Glen Blvd, Immokalee, FL 34142 (239) 657-3204 $ 824 $ 970 N/A 45 100.0%0 0 6 5 23 33 44 Eden Gardens 1&2 1375 Boxwood Drive, Immokalee, FL 34142 (239) 657-7900 N/A $ 1,095 $ 1,100 92 100.0%0 Southern Villas 1802 Custer Ave.,Immokalee, FL 34142 (239) 657-3204 $ 917 $ 1,078 $ 1,273 35 100.0%0 Casa Amigos 2683 Amigo Way, Immokalee, FL 34142 239-657-2009 N/A $ 1,173 N/A 24 100.0%0 Immokalee Senior Housing (Bromelia Place) 612 N 11th St Immokalee, FL - 34142 (239) 657-3649 $ 978 $ 1,137 N/A 30 100.0%0 Immokalee Apartments 601 W Delaware Ave, Immokalee, FL 34142 (239) 657-6185 N/A $ 1,295 $ 1,483 100 100.0%0 Oak Haven 580 Oakhaven Cir, Immokalee, FL 34142 (239) 658-5920 N/A $ 1,290 $ 1,481 160 100.0%0 Low Income $1,878 2/2 Low Income $1,878 2/4 Low Income $1,698 2/2 Low Income $1,518 2/2 Low Income Low Income Crestview Park (First Phase)(The Ashley Apartments)715 Crestview Dr, Immokalee, FL 34142 (877) 475-1665 N/A $ 1,271 $ 1,452 208 100.0%0 0 0 0 0 12 10 Crestview Park II (Second Phase)(The Ashley Apartments) 722 Crestview Dr, Immokalee, FL 34142 (877) 475-1665 N/A $ 1,267 $ 1,448 96 100.0%0 BCC Collier County Florida Confidential 1/13/2025 Page 1 Page 40 of 2001 Collier County Community and Human Services Division Very Low-Income (VLI): Means a household earning between 30% and 50% of the Area Median Income Quarterly Rental Apartment Inventory Survey January 2025 Low-Income (LI): Means a household earning between 50% and 80% of the Area Median Income ***Information deemed reliable but should be independently verified***Moderate Income (MI): Means a household earning between 80 and 120% of the Area Median Income Property Name Property Address Phone # 1/1 Rental Rate 2/2 Rental Rate 3/2 Rental Rate Total # of Units in Development Occupancy Rate Total Available Units as of January 1, 2025 January 2025 January 2024 January 2023 January 2022 Jan 2020 Oct 2019 Cypress Run 550 Hope Circle, Imokalee, FL 34142 (239) 657-9032 $ 768 N/A N/A 39 100.0%0 Timber Ridge 2711 Wilton Ct, Immokalee, FL 34142 (239) 657-8333 N/A N/A $ 792 35 100.0%0 Immokalee Fair Housing Alliance 2032 Corazon De La Comunidad CIR TBA N/A N/A N/A 128 TBA Under Development Sub-Total Immokalee Median $ 768 $ 1,024 $ 1,100 1,582 100.0%0 0 6 5 23 45 54 Grand Total Median $ 1,700 $ 1,925 $ 2,200 17,880 97.9% 370 370 604 544 121 615 842 BCC Collier County Florida Confidential 1/13/2025 Page 2 Page 41 of 2001 AHAC Subcommittee Recommendation 01/10/2025 Affordable Housing Rental Unit Tenant Grace Period Policy If at time of the annual compliance monitoring, a developer/ landlord is found to have a tenant no longer meeting the income requirements, the developer/ landlord has the option of allowing the tenant to remain in the unit for up to and not to exceed a 12-month grace period from the date of the annual monitoring. When a tenant exceeds the income requirements, the developer/ landlord has the option to utilize a floating unit within the development to substitute the unit occupied by the tenant that is no longer income qualifying for an alternative unit within the development that is income qualifying. In all cases, the developer/ landlord shall still be responsible for maintaining the agreed to mix of total number of units per %AMI income categories as approved by the governing documents. Tenant Household Income will be calculated in accordance with LDC Section 2.06.05.B.4. (using most recent filed tax return). Scenario: 1. A household is initially income qualified to lease an affordable unit. 2. At some point the tenant’s income increases pushes them over the income limit. 3. Tenant’s new income is reported on their yearly tax return. 4. During the yearly monitoring the tenant is found to be over income. 5. Tenant is put on notice that their household income will be recalculated at the next yearly monitoring, and if still over income, the developer must replace them with an income qualifying household; alternatively, the developer could certify the occupant of an alternate unit. ----------------- Existing AHDB LDC Section on How Income is Calculated: 2.06.05.B.4. Income verification. The County Manager or designee or the developer shall obtain written verification from the potential occupant (including the entire household) to verify all regular sources of income to the potential tenant/owner (including the entire household). The written verification form shall include, at a minimum, the purpose of the verification, a statement to release information, employer verification of gross annual income or rate of pay, number of hours worked, frequency of pay, bonuses, tips and commissions and a signature block with the date of application. The verification shall be valid for up to 90 days prior to occupancy. Upon expiration of the 90-day period, the information may be verbally updated from the original sources for an additional 30 days, provided it has been documented by the person preparing the original verification. After this time, a new verification form must be completed. The income verification may take the form of the most recent year's filed income tax return for each occupant who had filed and will occupy the affordable housing unit. Page 42 of 2001 Staff recommendation 01/16/2025 AHAC Meeting Affordable Housing Rental Unit Tenant Grace Period Policy Policy Name: Affordable Housing Rental Unit Tenant Grace Period Purpose: To allow Apartment Managers and Tenants a mechanism that allows greater flexibility and compliance options when a tenant’s income increases above required local limits. Background: It is the desire of Collier County to ensure that Affordable Housing Set-Aside units are occupied by households meeting program requirements. It is also the desire of Collier County to provide local flexibility in compliance monitoring, when possible, by allowing adequate notice and options to tenants and landlords. Members of the community have requested and supported this policy. Applicability: This Policy shall apply to Affordable Housing Set-Aside units that are restricted by local PUD and/or GMP commitments. Affordable Units that are subject to other local, State, or Federal restrictions shall abide by the regulations governing those programs. Policy: All Affordable Housing Set-Aside units shall be monitored annually to ensure compliance with local restrictions. If at the time of the annual compliance monitoring, a developer/ landlord is found to have a tenant no longer meeting the income requirements, the developer/ landlord has the following options: 1) The landlord and tenant are put on notice that their household income has risen above the maximum allowable limit for an affordable set-aside unit. The landlord and tenant will be given a 12-month grace period during which the tenant’s income may be recalculated due to changing household dynamics, HUD Income Limit updates, or other factors. If upon recalculation, the tenant’s income comes into compliance, they shall be allowed to stay in the unit and the landlord will be considered in compliance with monitoring regulations. 2) If at the conclusion of the 12-month Grace Period, the tenant’s income is still over the limit, the Landlord/Developer may substitute the unit occupied by the tenant that is no longer income-qualifying for an alternative unit within the development that is occupied by a household that is income qualifying (“floating units”). Household Income will be calculated per LDC Section 2.06.05.B.4. (allowing use of the most recently filed income tax return). Page 43 of 2001 NEW RESIDENIAL UNITS APPROVED IN 2024 Application Number Project Name Hearing Date Outcome: Ordinance/ Resolution /Other Maximum Number of Residential Dwelling Units Allowed New Residential Dwelling Units Approved (zoned) New Affordable Dwelling Units Approved (zoned) Percentage Affordable Area Median Income Level (AMI) Commitment 2 PL20220002704 135 Price Street (From A to RSF-2)6/11/2024 2024-29 3 SF 3 0 0.0%None 4 PL20230017241 Immokalee One-Stop MPUD 9/10/2024 2024-33 61 MF 61 0 0.0%None 46 units @ 60% 46 units @ 80% 15 units @ 50% 22 units @ 80% 35 units @ 100% 16 units @ 30% 80 units @ 50% 64 units @ 80% 16 units @ 80% 17 units @ 100% 77 units @ 120% Rent Only 113 @ 80% 112 @ 100% 1,957 613 31.3% Updated 12.19.24 2024 New Residential Units Approved 33 30.0% PL20210003111/ PL202100036112 Fiddler's Creek PUDA 12/10/2024 2024-tba 750 750 225 30.0% PL20230007874 Tollgate Commercial Center PUD 11/12/2024 2024-47 110 MF Rental 110 72 30.0% PL20240000904 Ekos Creekside (Fka Ekos on Collier)10/8/2024 Live Local 160 MF Rental 160 160 100.0% PL20220001011 / PL20220001010 Mattson at Vanderbilt RPUD 10/22/2024 2024-45 150 MF Rental 150 10.0% PL20220003804/P L20220003805 JLM Living East Residential Overlay Rural Fringe Mixed Use 9/24/2024 2024-42 305 MF 305 92 30.0% 309 31 PL20220004175 12425 Union Road RPUD 1/9/2024 Res. 2024 109 RU 109 8 9 31 units @ 50% 1 3 5 6 7 0 0.0%None PL20220005665 Elanto at Naples RPUD 9/10/2024 2024-31 309 MF Page 44 of 2001 Recent BCC Actions since 11/19/24 mtg 12/10/2024 Fiddlers Creek PUDA 750 Rental 225 Affordable 15%@80%15%@100%112 113 1/14/2025 Multifamily Parking Discussion No APRS Upcoming Scheduled Pubic Hearings 1/28/2025 BCC Tamiami Trail Greenway Rd MPUD 300 Rental 90 Affordable 15%@80%15%@100%45 45 2/20/2025 CCPC Tamiami Trail 58 Acre PUD 400 Rental 120 Affordable 15%@80%15%@100%60 60 3/25/2025 BCC OR 186 Owner 28 Affordable 15%@120%28 2/20/2025 CCPC NC Square MPUD 249 Rental 74 Affordable 15%@80%15%@100%37 37 4/8/2025 BCC 3/6/2025 CCPC CHP Final Initiatives Nighttime hearing Page 45 of 2001 Page 1 of 2 Staff recommendation 01/16/2025 AHAC Meeting ((v2.0)) Affordable Housing Rental Unit Tenant Grace Period Policy Policy Name: Affordable Housing Rental Unit Tenant Grace Period Purpose: To allow Apartment Managers and Tenants a mechanism that allows greater flexibility and compliance options when a tenant’s income increases above required local limits during the term of their lease. Background: It is the desire of Collier County to ensure that Affordable Housing Set-Aside units are occupied by households meeting program requirements , as verified and certified by the developer/landlord. It is also the desire of Collier County to provide local flexibility in compliance monitoring, when possible, by allowing adequate notice and options to tenants and developers/landlords. Members of the community have requested and supported this policy. Applicability: This Policy shall apply to Affordable Housing Set-Aside units that are restricted by local PUD and/or GMP commitments. Affordable Units that are subject to other local, State, or Federal restrictions shall abide by the regulations governing those programs. Policy: All Affordable Housing Set-Aside units shall be monitored annually onsite or via desk review to ensure compliance with local restrictions. Annually, at the time of tenant lease renewal, the developer/landlord shall determine if the tenant continues to meet the household income limits as established by the PUD and/or GMP. If the tenant exceeds the household income limits, the following applies: 1) The developer/landlord puts the tenant on notice that their household income has risen above the maximum allowable limit for an affordable set -aside unit. The tenant will be given a 12-month grace period, from the date of lease renewal, during which the tenant’s income may be recalculated due to changing household dynamics, HUD Income Limit updates, or other factors. If upon recalculation, the tenant’s income comes into compliance, they shall be allowed to stay in the unit and the developer /landlord will be considered in compliance with monitoring regulations. 2) If at the conclusion of the 12-month Grace Period the tenant’s household income still exceeds the limit, the developer/landlord may substitute the unit occupied by the tenant that is no longer income -qualifying for an alternate unit within the development that is occupied by a household that is income - qualifying (“floating units”). Page 46 of 2001 Page 2 of 2 If at the time of the annual compliance monitoring, a developer/landlord is found to have a tenant no longer meeting the income requirements , the following applies: 1) The developer/landlord and tenant are put on notice that tenant’s household income has risen above the maximum allowable limit for an affordable set- aside unit. The developer/landlord and tenant will be given the remainer of their 12-month grace period during which the tenant’s income may be recalculated due to changing household dynamics, HUD Income Limit updates, or other factors. If upon recalculation, the tenant’s income comes into compliance, they shall be allowed to stay in the unit and the landlord will be considered in compliance with monitoring regulations. 2) If at the conclusion of the 12-month Grace Period, the tenant’s income is still over the limit, the developer/landlord may substitute the unit occupied by the tenant that is no longer income-qualifying for an alternative unit within the development that is occupied by a household that is income qualifying (“floating units”). Household Income will be calculated using of the most recently filed income tax return. Page 47 of 2001