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Ordinance 95-25 ORDINANCv- NO. 9~- 25 AN EMERGENCY ORDINAN(~ AMENDING COLLIER COUN="~ ORDINANCE NO. 90-86, AS AMENDED, RELATIN(~ TO THE COIJ. IER COUNTY REGIONAL WATER SYSTEM IMPACT I~E ORDINANCE~ BY AMENDING SECTION 3.0~, PROVIDING FOR MODIFICATION OF PROVISIONS RELATING TO AFFORDABLE HOUSING~ Iq~OVIDING FOR DECLARATION OF EMERGI~CY$ PROVIDING FOR CONFLICT AND BEVER~3~ILITY; AND PROVIDING AM EFFECTIVE DATE. WHEREAS, the Board of Cou~tty Commissioners of Collier County on November 27, 1990 enacted Collier County Ordinance No. 90-86, establishing a Collier County Regional Water System Impact Fee Ordinance, as amended~ and WHEREAS, the Board of Cour,ty Commissioners of Collier County on June 18, 1991 e~ac~ed Coallet County Ordinance No. 91-50, amendinq Collier County Ordinance No. 90-86; and WHEREAS, the Board of Cour.ty Commissioners of Collier County on November 10, 1992 enacted C~11ier County Ordinance No. 92-91, amending Collier County Ordinarce No. 90-86; and WHEREAS, the Board of Cour. ty Commissioners of Collier County on December 16, 1992, enact,~d Ordinance No. 92-95 amending Collier County Ordinance No. 9C-86~ and WHEREAS, the Board of Courty Commissioners of Collier County on August 10, 1993 enacted Ordinance No. 93-50, amending Collier County Ordinance No. 90-86; and WHEREAS, the Board of Courty Commissioners of Collier County on February 28, 1994 enacted ~fdinance No. 94-4 further amending Collier County Ordinance No. 9C-86S and WHEREA~, the Board of County Commissioners of Collier County on April 11, 1994 enacted Ordinance No. 94-15 further amending Collier county Ordinance No. 9C-86; and WHEREAS, the Board of Courty Commissioners of Collier County on September 28, 1994 enacted Ordinance No. 94-48 further amending Collier County Ordinarce No. 90-86. Words ~ are added; woz'ds e~ are deleted. -1- NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY CO}91ISSIONERS OF COLLIER COUNT%,, FLORIDA that: B~CTION O~rt. amendment to SIc:tieD 3.04, Affordable Housing of Collier Count70rdiDance No. 90-86, as amended Section 3.04 is hereb~ am~tnded to read as follows: Section 3.04. Affordable Housing X. Pursuant to the guid~tlines established in this Section, the County shall (1) waive or (2) defer, as applicable, the payment of the Impact Fee for any new owner-occupied or rental Water System Impact Development which qualifies as Affordable ~ousing under Appendix A of thJ.s Ordinance. 1. Any person seeking an Affordable Housing waiver or deferTel for proposed Water System Impact Development shall file with the County Manager an Application for waiver or defertel, prior to rece.[ving a Building Permit for the proposed Water System Impact Development. The Application for waiver or deferTel shall contain the following: (a) The name and address of the Owner; (b) The legal description of the Residential property upon which the Water System Impact Development shall be constructedy (c) The income level of the Owner or if the O~a~er is a builder, the income level of the household to which the ~welling Unit will be sold or rentedl (d) The number of bedrooms in each D~elling Unit of the Water System Impact Development. 2. If the proposed Water System Impact Development meets the requirements for an Affordable Housing waiver or defertel as set forth in this Section, then the County Manager shall issue an Impact Fee waiver or defertel, as applicable, to the Owner or Applicant. The Impact Fee waiver or deferral shall be presented In lieu of payment of the Impact Fee pursuant to Section 2.02. Words ~ are added7 words e%eue~ are deleted. -2- B. To qualify for an Impact Fee waiver or defertel, an owner-occupied Dwelling Unit must meet all of the following criteria: 1. The Owner(s) or anticipated Owners of the Dwelling Unit must have a very low, low, or moderate income level, at the time of issuance of the Impact Fee waiver or deferral, as those terms are defined in Appendix A, and the monthly payment to purchase the unit must be within the Affordable Housing guidelines established in Appendix A. A Dwelling Unit shall gualify as owner-occupied if a lease-purchase agreement is An effec~ at the date of issuance of the Impact Fee waiver or deferral, or within thirty (30) days thereof, and within twenty-four (24) months from the date of issuance of the certificate of occupancy or the execution of the lease-purchase agreement, whichever is later, the option to purchase is exercised and the purchaser takes ownership of the Dwelling Unit. Xf the purchaser fails to purchase the Dwelling Unit within the twenty-four (24) month period, then the waived or deferred Impact Fee must be immediately repaid unless the Dwelling Unit is sold to another qualifying Owner. 2. The Owner, or if there is more than one (1) ~wner, one (1) of the Owners, must be a first-time home buyer. To qualify as a first-time home buyer, the Owner must not have had an ownership interest in hie/her primary residence in the past three (3) years. 3. The Dwelling Unit must be the homestead of the Owner(s]. 4. The Dwelling Unit must remain Affordable Housing for fifteen (15) yearn from the date a certificate of occupancy is issued for the Dwelling Unit, unless the Impact Fee is repaid to the County. C. To qualify for an Impact Fee Defertel, a Dwelling Unit offered for rent must meet all of the following criteria: Words underlined are added~ words e4~ are deleted. -3- 1. The household renting the Dwelling Unit must have a very low or low lncoms level, at the commencement of the leasehold and the duration thereof, as those terms are defined in Appendix A and the amount of rent must be within ths Affordabls Housing guidslines established in Appendix A. 2. The Dwelling Unit must be the household's permanent residence. D. All Impact Fees deferred for owner-occupied Dwelling Units at the time the Building Permit was issued shall become due and payable and shall be immediately repaid to the County upon the sale of the Dwelling Unit to a non-qualified purchasery provided, however, if the Impact Fee defertel was paid with State Housing Initiatives Partnership [SHIP] Program funds, repayment gill be made to the Collier County affordable housing trust fund. For the purposes of this Section 3.04, a non-qualified purchaser is a Person who does not satisfy the Affordable Housing criteria set forth in subsection B above or a Person who does not agree to the terms of the waiver or defertel of impact fees agreement. I. The Impact Fees deferred for rental Dwelling Units at the time the Building Permit was issued shall become due and shall be immediat~'v repaid to the County upon the discontinuance of use of the Dwelling Unit as Affordable Housing or fifteen (15) years from the date of issuance of the certificate of occupancy, whichever occurs first. F. Any Impact Fees waived for an ow~er-ocoupied Dwelling Unit at the time a Building Permit was issued shall become due and payable and shall be immediately repaid to the County if the Dwelling Unit is sold or transferred to a non-qualified purchaser during the fifteen (15) year period after the certificate of occupancy is issued for the Dwelling Unit. If the Impact Fee waiver was paid with State Housing Initiatives Partnership [SHIP] Program funds, repayment will be made to the Collier County affordable housing trust fund. If the Dwelling Unit is used as Words ~ are added~ words e~~Fe~ are deleted. -4- Affordable Housing in compliance with Section 3.04 of this Ordinance for fifteen (lS) years after the date the certificate of ocoupanc7 is issued for the Dwelling Unit, the Impact Fees are no longer due and the lien on the Dwelling Unit shall be released. Q. The percentage of the total Impact Fee which shall be waived or deferred pursuant to this Section for an owner-occupied or rental Affordable Housing Dwelling Unit shall be the percentage set forth in Appendix A. The Impact Fees waived or deferred shall be a lien on =he property until all requirements under this Section have been satisfied. !. 1. Annually, the Owner of a rental Dwelling Unit shall provide to the County Manager an affidavit of compliance with the criteria set forth In this Section. An affidavit must be filed within thirty (30) days of the anniversary date of the Issuance of a certificate of occupanc3/. If the Income of any unit tenter which originally qualified as very low or low income level as defined in Appendix A exceeds the Affordable Housing benefit standards set forth l~ Appendix A by more than forty percent (40%), then the deferred Impact Fee caloulated from the date the Building Permit was issued shall become immediately due and payable by the Owner or, in the alternative, the Owner shall have ninety (90} days to comply with the Affordable Housing. standards I~t forth In Appendix A- S. If the household Income of the qualified owner-occupied Dwelling Unit rises above the benefit standards for waivers and deferrail set forth in Appendix A, the Owner shall maintain the waiver and/or deferral. Notwithstanding the foregoing, all outstanding Impact Fees waived or deferred shall be repaid in full upon sale or transfer of the Dwelling Unit to a non-qualified purchaser, except for waived Impact Fees where the O~ner has complied with the Affordable Housing criteria set forth in this Section 3.04 for fifteen (15} years after Issuance of the Words ~are added~ words e%i~ek-~~ are deleted. -5- ~'. certificate of occupancy. I. The Owner receiving an Impact Fee waiver or deferral shall enter into an impact fee agreement with the County which agreement shall provide for, at a minimum, the following and shall further include such provisions deemed necessary by the Board to effectuate the provixions of this Section: 1. The legal description of the Dwelling Unit. 2. Where an Impact Fee waiver or deferral is given to an Owner who will be selling or renting the Dwelling Unit to a subsequent purchaser or tenter, the Water System Impact Development must be sold or rented to households meeting the criteria set forth ~n this Section in order to maintain the waiver or defertel. Impact Fee waivers or defertale paid for with State Housing Initiatives Partnership [SHIP] Program funds will only be granted directly to buyers meeting Appendix A qualifications and approval prior to Building Permit issuance. A Dwelling Unit shall qualify as owner-occupied if a lease-purchase ageement is in effect at the date of issuance of the Impact Fee waiver or defertel or within thirty (30) days thereof, and within twenty-four (24) months from the date of issuance of the certificate of occupancy, or the execution of the lease-purchase agreement, whichever is later, the option to purchase is exercised and the purchaser takes ownership of the Dwelling Unit. If the purchaser falls to purchase the Dwelling Unit within the twenty-four (24) month period, then the waived or deferred Impact Fee plus interest at the rate of six percent (6%) per annum calculated from the data the Building Permit was issued will be required to be repaid immediately unless the Dwelling Unit is sold to another qualifying owner. 3. For owner-occupied Dwelling Units, the amount of Impact Fees deferred shall be repaid to the County upon the sale or transfer to a non-qualified purchaser. If Impact Words Mild are added; words et~eek--~hrcugh are deleted. -6- Fees were paid with State Housing Initiatives Partnership (SHXP] Program funds, repayment will be made to the Collier County affordable housing trust fund. For rental units, the Xmpact Fees deferred shall be repaid upon the discontinuance of use of the K~welling Unit as Affordable Housing or fifteen (15) years from the issuance of a certificate of occupancy, whichever occurs first. 4. For owner-occupied Dwelling Units where Impact Fees have been waived, the Dwelling Unit must be utilized by the original qualifying Owner, or subsequent qualifying purchaser, as Affordable Housing in compliance with Section 3.04 of this Ordinance for a fifteen (15) year period after the certificate of occupant7 As issued and if the Dwelling Unit is sold to s non-qualifying purchaser, the Impact Fees shall be repaid to the County. If Impact Fees were paid with State Housing Initiatives Partnership (SHIP] Program funds, repayment will be made to the Collier County affordable housing trust fund. 5. The deferred and/or waived Impact Fees shall be a lien on the property which lien may be foreclosed upon in the event of non-compliance with the requirements of the agreement. The agreement described herein shall operate as a lien against the Dwelling Unit. The lien shall terminate upon the recording of a release or satisfaction of lien in the publio records of Collier County. In the case of a waiver, such release or satisfaction shall be filed fifteen years after the issuance of the certificate of occupancy provided Owner acted in compliance with the agreement or upon repayment. In the case of a deferral, such release shall be recorded upon repayment. 6. Annually, the O~er of a rental Dwelling Unit shall provide to the County Manager an affidavit of compliance with the criteria set forth in this Section. An Words l~ are added~ words e~ are deleted. -7- affidavit must be filed within thirty (30) days of the anniversary date of the issuance of a certificate of occupancy. If the income of any unit renter which originally qualified as very low or low income level as defined in Appendix A exceeds the Affordable Housing benefit standards let forth in Appendix A by more then forty percent (40%), then the deferred Impact Fee shall become immediately due and payable by the Owner or, in the alternative, the Owner shall have ninety (90) days to comply with the Affordable Housing standards set forth in Appendix A. 7. Upon satisfactory completion of the agreement requirements, the County shall record any necessary documentation evidencing same, including, but not limited to, a release of lien. 8. In the event the Owner is in default under this agreement, and the default is not cured within thirty (30) days after written notice is provided to the Owner, the Board may bring a civil action to enforce the agreement. The Board shall be entitled to recover all fees and costs, including attorney's fees and costs, incurred by the Board in enforcing this agreement, plus interest at the statutory rate for Judgments calculated on a calendar day basis until paid. 9. The agreement shall be binding upon the Owner's successors and assigns. 10. The agreement shall be recorded in the Official Recorde of Collier County. J. The amount of Impact Fee waivers and deferrals granted pursuant to this Section shall be limited, in total, to the amount appropriated by the Board of County Commissioners at its final public hearing regarding the adoption of the annual County budget and the amount allocated to Impact Fee waivers and defertale in the Collier County Housing Assistance Plan, as Words ~ are added; words e~ are deleted. -8- established by Collier County Ordinance No. 93-19. Impact Fee waivers and deferrail pursuant to this Section shall begin in the 1993-94 fiscal year or earlier upon receipt of State Housing Initiatives Partnership [SHIP] Program funds. All Impact Fees waived or deferred shall be paid by the Board into the water system impact fee trust account within seven (7) years from the date of the award of a waiver and/or deferral as provided herein, but in no event, later than that time when that amount is needed for a project funded by those Impact Fees waived or deferred. The Board shall pay into the water system impact fee trust account such amounts equal to any Impact Fees previously waived or deferred by the Board or previously exempted, or reimbursed by the Board within seven (7) years from the date of such waiver, deferral, exemption or reimbursement, but in no event later than the time such amounts are needed for a project funded by those Impact Fees waived, deferred, exempted or reimbursed. Waivers and deferrals shall be issued in the order that completed qualifying applications are received by the County Manager. At least fo~y percent (40%) of the amount budgeted for Impact Fee waivers and/or deferrals must be utilized to fund Impact Fee waivers and/or deferrals for singla family owner-occupied ~welling Units serving the ver~ low and low income levels. K. Any changes or amendments to Appendix A or the minimum funding requirements adopted in this Section must occur as an ordinance amendment at a public hearing of the Board of County Commissioners occurring after 5=00 p.m. L. No Affordable Housing waiver or deferral shall be granted for a Water System Impact Development project which consists of a Mobile Home. M. Although this Section is aimed at addressing new Water System Impact Development which is characterized as Affordable herein, the Board shall have the discretion, and not the obligation, to consider the grant requests for waiver or deferral Words ~ are addedy words ~ are deleted. -9- for existing Dwelling Units which are characterized as Water System Impact Development, provided such housing otherwise meets the requirements of this section and the Board determines there are funds available to grant such a request. Any such request shall not be considered by the Board if not made within 180 days of connmction of the Dwelling Units to the Regional Water System. I. Notwithstanding any provisions elsewhere in this Ordinance to the contrary, any Owner that develops an Affordable Housinq rental apartment complex consisting in whole or part of Dwelling Units serving very low and/or low income levels and meeting all requirements, and subject to all conditions, of Section 3.04 shall be entitled to defer one hundred parcant (100t) of the Impact Faas applicable only to such rental Dwelling Units serving very low and/or low income levels if: (i) all such deferred Impact Fees are paid on or before the end of six years from the date such Xmpact Fees are deferred; and (ii) the rental apartment development shall remain Affordable Housing qualified (under Section 3.04 of this Ordinance) for a minimum of 15 years. O. The Board, in its discretion, may agree by Resolution to subordinate its lien for Impact Fees to a primary lender and/or government funded affordable housing loan such as SAIL or HOME loan if Owner can demonstrate that a subordination is necessary to obtain financing and, in the case of rental Dwelling Units, if the Owner provides additional security satisfactory to the County such as additional or substitute collateral in the form of cash or cash equivalent financial instruments which will yield the full amount of the deferred impact fees at the expiration of the period of the defertel. However. the Board in its discretion may waive the reauirement of additional or substitute collateral for rental Dwellinq Units if the Owner or the general partner of Owner is a not-for-profit corpg~ation or Words underlined are added; words e*P~ek-J~gh are deleted. oraanization and the Dwellins Units to be constructed are detached sinale family hoMOgO. The Board in exercisino its discretion shall consider the debt to eauitv ratio and the eouitv on the Dwellins Units available to cover the Countv's subordinate lien interest. SECTION TWOz Deolaration oZ w-srgenc~ The Board of County Commissioners does hereby declare that an emergency exists and that immediate enactment of this Ordinance is necessary, and by no less than four-fifths (4/5) vote of the membership of the Board does hereby waive notice of intent to consider this Ordinance. I/,CTION~uFll ComBliar and leverabilit~ The provisions of this Ordinance shall be liberally construed to effectively carry out its purposes in the interest Of public health, safety, welfare and convenience. If any section, phrase, sentence or portion of this Ordinance is for any reason held invalid or unconstitutional by any court of competent Jurisdiction, such portion shall be deemed a separate, distinct and independent provision, and such holding shall not affect the validity of the remaining portions thereof. I/,CTION FOURx Zffeotive Date A certified coW of this Ordinance, as enacted, shall be filed by the Clerk of the Board with the Department of State of the State of Florida, as soon after enactment as is practicable by depositing same with the postal authorities of the government of the United States for special delivery by registered mail, postage prepaid, to the Florida Department of State. PASSED AND DULY ADOPTED by the Board of County Commissioners of Celllet County, Florida, this ~f'~ day of ~ , / 1995. Wo~'ds~ are added; words~h are deleted. -11- ;~ ATTEST: BOARD OF COUNTY COMMISSIONERS ,~ DWZGHT ~-. BR.OCK, Clerk COLLIER COUNTY FLORIDA , a aB Ap~roved as to form and legal aurf~ciency: Heidi F. Ashton Assistant County A~torney WordJ~are added; words e%t~t--~k~ee~ are deleted. -12- = CO I" ,. STATE OF FLORIDA ) · .. COUNTY OF COLLIER ) I, Df4IGHT E. BROCK, Clerk of Courts in and for the Twentieth Judicial Circuit, Collier County, Florida, do hereby certify that the foregoing is a true copy Ordinance Pro. 95-25 which was adopted by the Board of County Commissioners via emergency procedures on the 4th day of April, 1995, during Regular Session. WITNESS my hand and the official seal of the Board of County Commissioners of Collier County, Florida, this 7th day of April, 1995. DWIGHT E. BROCK ' Clerk of Courts and Clerk · Kx-offlcio to Board of County Commissioners ~y: /s/Maureen Kenyon Deputy Clerk