Ordinance 95-41 AMENDING ORDINANC':
AN ORDINANCE
91-102, TIlE COLLI~ CO~TY ~ND
D~E~PMENT CODE WHICH ESTABLISHED THE
COMPR~SIVE ZONI[XG REGU~TIONS FOR THE
~INCORPO~TED AR~ OF COLLI~ COUNTY,
F~RIDA, BY ~DI!~G ~E OFFICIAL ZONING
AT~S ~P N~B~ 7904S BY C~NGING THE
ZONING C~SSIFICATION OF ~E HEREIN
DESCRIBED PROPERTY ~CATED B~EEN EUSTIS
~D DE~WARE AVENUE AND B~EEN 9TH
S~EET SOU~ AND 7TH STRE~ IN I~OKALEE,
IN SE~ION 4, TO~SHIP 47 SO~, ~NGE 29
~ST, COLLIER CO~TY, F~RIDA, FROM
~F-12(8) TO ~F-16, FOR A ~XIM~ OF 120
RESXD~TIAL ~ITS AT A D~SITY CAP OF
13.33 ~ITS P~ A~E, TO BE KNOWN AS
"PINE CREST"; PROVIDING FOR STAFF AND
P~NING CO~ISSION STIPU~TIONS; AND BY
PROVIDING AN EFFE~IVE DATE.
WHEREAS, Paul T. Kane petitioned the Board of County
Commissioners to change the zoning classification of the
herein described real property;
NOW, THEREFORE BE IT ORDAINED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COMITY, FLORIDA:
The Zoning Classification of the herein described real
property located in Section 4, Township 47 South, Range 29
East, Collier County, Florida, is changed from RMF-12(8) to
RMF-16 and the Official Zoning Atlas Map Number 7904S, as
described in Ordinance 91-102, the Collier County Land
Development Code, is hereby amended accordingly:
Southwest 1/4 of the Southwest 1/4 of the Southeast
1/4 less road right-of-way, as recorded in Plat Book
1334, Pages 948-954, and Plat Book 1492, Pages 1384-
1396, of the Public Records of Collier County,
Florida.
be and the same for which the rezone is hereby approved
subject to the following conditions:
(i) The maximum density accorded this property shall not
exceed thirteen point three (13.3) dwelling units per
acre or a total of 120 dwelling units.
(ii) At the time of platting or f]ilal site development plan
approval, sidewalks shall be installed along all
contiguous local streets.
(iii) That access to this project be integrated with access
to the Immokalee Apartments and that this be achieved
by access points limited to Delaware Avenue,
(iv) That a swimming pool be provided to serve the residents
of the existing Immokalee Apartments and those of the
proposed apartments,
(v) That Type "D" landscape improvements be made within the
Type "A" buffer width adjacent all public roads.
(vi) That the requirement for an interior buffer between the
two projects be eliminated in favor of physically
integrating the existing and proposed rental projects,
This Ordinance shall become effective upon receipt of
notice from the Secretary of State that this Ordinance has
been filed with the Secretary of State,
PASSED AND DULY ADOPTED by the Board of County
Commissioners of Collier County, Florida, this ]R~h day of
June , 1995.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
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APPRdVED AS TO FORM AND LEGAL SUFFICIENCY
RJE M, 3:~JDE~T
ASSISTANT COUNTY ATTORNEY
R-95-4 REZONE ORDINANCE/lgk/13858
RENTAL
AGREE~E[rT AUTHORIZING AFFORDABLE
DENSITY BONUS AND IMPOSING COVENANTS
RESTRICTIONS ON REAL PROPERTY
THIS AGREEMENT is made as of the 21st day of ~,hrch ..,
1995, by and between PAUL T. KANE (the
"Developer") and the Collier County Board of County Commissioners
(the "Commission").
RECITALS:
A. The Developer owns a tract of real property described
as (complete legal description) Secti(m 4, TcwT. ship 47 South, Range 29 East,
SW 1/4 Of the 5%4 1/4 of the SE 1/4 less road ric~t-of-w-dy; 8.82 acres
Office Record Book 1334, Rages 948-954, Official Record Book 1492,
pages 1384-1396; File No. 00126040009.
(The "Property"). The legal and equitable owners include
Paul T. Kane, Trustee; Frances A. Kane, Trustee; and FDthenberg Pries
It is the Developer's intent to construct a maximum of 120
residential units (the "Units") at a density of 13,33 units per
gross acre on the Property. The gross acreage of Property is
9 acre=. The number of affordable Units constructed by
Developer shall be 120 , representing 100 percent of the total
number of residential Units in the development.
B. In order to construct the Unit~, the Developer must
obtain a density bonus from the Commission for the Property as
provided for in the Collier County Affordable Housing Density
Bonus Ordinance No. 90-89, which density bonus can only be
granted by the Commission in accordance with the strict
limitations of said Ordinance.
C. The Commission is willing to grant a density bonus to
the Developer authorizing the construction of 48 bonus Units
on the Property, if the Developer agrees to construct affordable
Units as specified in this Agreement and the Developer covenants
and agrees to use the affordable units oDly as rental property.
~ENTAL
NOW, THEREFORE, in consideration of the appro';al and
granting of the density bonus of .5.33 units per acre requested
by the Oeveloper and the benefits conferred thereby on the
Property, and for other good and valuable consideration, the
receipt and sufficiency of which are hereby acknowledged, the
Developer and the Commission hereby ccJenant and agree as
follows:
1. Recitals. The above recitals are true and correct and
are incorporated heroin by reference.
2. Developer Agreemants. The Developer hereby agrees that
it shall construct 120 affordable Units which Units shall be
rented in accordance with the terms and conditions of this
Agreement and as specified by the attached Appendix A, Exhibit A
and Exhibit S, which Appendix is incorporated by reference herein
and constitutes a part of this Agreement. Units at the Property'
which are not an affordable Unit ("Market-Rate Units") shall be
exempt from the provisions of this Agreement and may be leased or
rented by the Developer on terms and conditions acceptable to the
Developer in its sole discretion. Within forty-five (45) days
from the date that notice is received from the Commission,
the Developer shall provide on-site management to assure
appropriate security, maintenance and appearance of the
development and the dwelling Units.
a. The following provisions shall be applicable to
the affordable Units:
(1) Definitions. Any and all definitions
provided by Ordinance No. 90-89, as amended, are hereby
incorporated by reference.
Phasing shall mean (a) the phased construction of
buildings or structures in separate and distinct stages as shown
on a PUD master plan, subdivision master plan or site development
plan; or (b) in developments where phased construction is not
depicted on a PUD master plan, subdivision master plan or site
development plan, the construction of buildings or structures in
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'XASTER)
RENTAL
a clearly defined ceries of start~ and finishoE that are ~eparate
and distinct within the development.
(2) na~e Rent. The monthly base rent for the
affordable Units shall be in accordance with the rents specified
in the attached Appendix A, Exhibit A. The monthly rent may be
increased each year from the date of this Agreement as long as
the rent does not exceed one-twelfth (1/12) of 30 percent of an
amount which represents 50 percent (for very low income), and 80
percent (for low income) of the then applicable median adjusted
gross annual income for the household as published annually by
the U.S. Department of Housing and Urban Development for the area
defined as the Naples Metropolitan Statistical Area (MSA). The
foregoing notwithstanding, any rent charged for an affordable
housing unit rented to a low income or very low income family
shall not exceed 90 percent of the rent charged for a comparable
market rate dwelling in the same or similar development.
(3) Median Income. For the purposes of this
Agreement, the median income of the area as defined by the U.S.
Department of Housing and Urban Development (HUD) shall be the
then current median income for the Naples Metropolitan
Statistical Area, established periodically by HUD and published
in the Federal Register, as adjusted for family size as shown on
the tables attached hereto as Appendix A, Exhibit C, .which
Exhibit shall be adjusted from time to time in accordance with
any adjustments that are authorized by HUD or any successor
agency. In the event that'HUD ceases to publish an established
median income as aforesaid, the parties hereto shall mutually
agree to another reasonable and comparable method of computing
adjustments in median income.
(4) Eligibility and Qualification of Tenant.
Family income eligibility is a three-step process: 1) submittal
of an application by a prospective tenant; 2) verification of
family income; and 3) execution of an income certification form.
All three steps shall be accomplished prior to a tenant being
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qualified as an eligible family to rent and occupy an affordable
housing unit pursuant to the affordable housing densit7 bonus
program. No person shall occupy an affordable housing unit
provided under the affordable housing density bonus program prior
to being qualified at the appropriate level of income (low or
very low income) in accordance with this Section.
The Developer shall be responsible for qualifying tenants by
accepting applications from tenants, verifying income and
obtaining income certification for all affordable units in the
subject development. All applications, forms and other
documentation required by this Agreement shall be provided to the
Housing and Urban Improvement Director. Qualification by the
Developer of any tenant as an eligible tenant family shall be
subject to review and approval in accordance with the monitoring
and enforcement program created and adopted by Resolution of the
Commission.
(a) Application. A potential tenant shall
apply to the developer, owner, manager, or agent to qualify as a
low or very low income family for the purpose of renting and
oct~pying an affordable housing rental unit pursuant to the
affordable housing density bonus program. The Preliminary
Application for Affordable Housing Unit shall be provided by the
Housing and Urban Improvement Director as shown in Appendix B,
Exhibit A, attached to this ~.greement and incorporated by
reference herein.
(b) Income Verification and Certification.
No affordable housing Unit in the development shall be rented to
a tenant whose household income has not been verified and
certified in accordance with this Agreemenu and Ordinance No.
90-89, as amended, as a low or very low income family. Tenant
income verification and certification shall be repeated annually
to assure continued eligibility.
(c) Income verification. The Developer
shall obtain written verification from the potential occupant
(including the entire household) to verify all regular sources of
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/'E~ZTAL
Income (including the ,rntire household). The :nor;t recent year'z
federal income tax return for the potential occupants {!ncludi~7
the entire household) may be used for the purpose of income
verification, if attached to the Affordable Housing Applicanz
Income Verification form, which includes a statement to release
information, tenant verification of the return, and a signature
block with the date of application. The verification shall be
valid for up to ninety (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 Affordable Housing Applicant Income
Verification form shall be provided by the Housing and Urban
Improvement Director as shown in Appendix B, Exhibit D, attached
to this Agreement and incorporated by reference herein.
(d) Income Certification. Upon receipt of
the Preliminary Application for Affordable Housing Unit and
Affordable Housing Applicant Income Verification form, the
Developer shall require that an income certification form shall
be executed by the potential tenant (including the entire
household) prior to rental and occupancy of the affordable
housing unit by the tenant. Income certification shall assure
that the potential occupant has a low or very low household
income which qualifies the potential occupant as an eligible
family to rent and occupy an affordable housing unit under the
affordable housing density bonus program. The Affordable Housing
Applicant Income Certification form sh~ll be provided by the
Housing and Urban Improvement Director as shown in Appendix B,
Exhibit C, attached to this Agreement and incorporated by
reference herein.
(e) Rental Agreement. At a minimum, the
rental agreement shall include the following:
(i) name, address, and telephone number of the head of
household and all other occupants;
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(ii) a description of the unit to be :'care,I;
(iii) the term of the lease;
(iv) the rental amount;
(v) the use of the premises;
(vi) monitoring and enforcement preyif;ions, including
disqualification of tenant; and
(vii) the rights and obligations of the parties.
Random inspection of files containing required documenta-
tion to verify occupancy in accordance with this Agreement and
Ordinance No. 90-89, as amended, may be conducted by the Housing
and Urban Improvement Director.
(5) Disqualification of Tenant. In the event
that tenant qualification is not subsequently confirmed by the
Housing and Urban Improvement Director or his designeD, then such
tenant shall be required to vacate the affordable unit. If
tenant vacation of the affordable unit is the result of an error,
omission or misrepresentation made by Developer, tenant shall
vacate the affordable unit within thirty (30) days and Developer
shall pay penalties as provided by the monitoring and enforcement
program. If tenant vacation of the affordable unit is the result
of a misrepresentation made by the tenant, tenant shall vacate
the affordable unit within 15 days and shall pay penalties as
provided by the monitoring and enforcement program. Such
eventuality shall be expressly detailed in the lease agreement
between Developer and tenant.
(6) Annual Progress and Monitoring Report. The
Developer shall provide the Housing and Urban Improvement
Director an annual progress and monitoring report regarding the
delivery of affordable housing rental units throughout the period
of their construction, rental and occupancy. The annual progress
and monitoring report shall, at a minimum, provide any informa-
tion reasonably required to insure compliance with Ordinance No.
90-89 or subsequent amendments thereto. The report shall be
filed on or before September 30 of each year and the report shall
be submitted by the Developer to the Housing and Urban Improve-
ment Director. Failure to complete and submit the monitoring
report to the Housing and Urban Improvement Director within sixty
(60) days from the due date shall result in a penalty of up to
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fifty dollara (~50.0o) per day unlo,qs a written ext:en~ion no~ ~o
exceed thirty (30) days t5 requested prior to expiration of
sixty (60) day submission deadline. rio more than one ~uch
ex~ension may be granted in a single year. The progress and
monitoring report shall be in a form provided by the Housing and
Urban Improvement Director.
(7) Occupancy Restrictions. No Affordable Unit
in any b~lilding or structure on the Property shall be occupied by
the Developer, any person related to or affiliated with the
Developer, or by a resident manager.
3. Density Bonus. The Commission hereby acknowledges that
the Developer has met all required conditions to qualify for a
density bonus, in addition to the base residential density of
8 units per acre, and is therefore granted a density bonus of
5,33_ density bonus units per acre, for a total (total m density
bonus units per acre X gross acreage) of 48 density bonus
units, pursuant to Collier County Affordable Mousing Density
Bonus Ordinance No. 90-89. The Commission further agrees that
the Developer may construct thereon, in the aggregate a maximum
number of 120 units on the Property provided the Developer is
able to secure building permit(s) from Collier County.
4. Cemmiss~on Agreement. During the term of this
Agreement, the Commission acting through the Housing and Urbam
Improvement Department or its successor(s) covenants and agrees
to prepare and make available to the Developer any general
information that it possesses regarding income limitations and
restrictions which are applicable to the affordable Unit.
5. Violations and Enforcement
a. Violations. It shall bo a violation of this
Agreement and the Collier County Affordable Housing Density ~onus
Ordinance to rent, sell or occupy, or attcmpt to rent, sell or
occupy, an affordable housing rental unit provided under the
affordable housing density bonus program except as specifically
permitted by the terms of this Agreement; or to knowingly give
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,,- ,,
falee or misleading information with respect to any infornatlon
required or requested by the lieusing and Urban Improvement
Director or by any other persons pursuant to the authority which
Is delegated to them by the Ordinance.
Collier County or its designee shall have full power to
enforce the terms of this Agreement. The method of enforcement
for a ~reach or violation of this Agreement shall be at the
option of the Commission by criminal enforcement pursuant to the
provisions of Section 125.69, Florida Statutes, or by civil
enforcement as allowed by law.
b. Notice of Violation for Coda Enforcement Board
Proceedings. Whenever it is datemined that there is a violation
of this Agreement that shouXd be enforced before the Code
Enforcement Soard, then a T~otlce of VIolation shall be issued and
lent by the Housing and Urban Improvement Director by certified
return-receipt requested U.S. HaiZ, or hand-delivery to the
person or developer in violation of the Ordinance. The Notice of
Violation shall be in writing, shall be signed and dated by the
Housing and Urban Improvement Director or such other County
personnel as may be authorized by the Board of County
Commissioners, shall specify the violation or violations, shall
state that said violations(s) shall be corrected within ten
days of the date of the Notice of VIolation, and shall state .that
if said violation(s) is/are not corrected by the specified date
In the NotAce of Violatt0n, the Housing and Urban Improvement
Director shall issue a citation which shall state the date
time of issuance, name and' address of the person in violation,
date of the violation, Section of this Agreement or of Ordinance
No. 90-89 or subsequent amendments thereto violated, name of the
Housing and Urban Development Director, and date and time when
the violator shall appear before the Code Enforcement Doard.
c. Certificate of Occupancy. In the event that the
Developer fails ~o maintain the affordable units in accordance
with this Agreement or with Ordinance No. 90-89, as amended, at
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the option o~ the Commis~ion, building permits or certificates e~
occupanc3~, as applicable, may be withheld for nnV future planned
or otherl~i~e approved unit located or to be located upon the
l~roperty until the entire project is in full compliance with this
Agreement and with Ordinance No. 90-89, as amended.
6. Assignment by Comminsion. The Commission may assign
all or part of its obligations under this Agreement to any other
Xmzblic agone), having Jurisdiction over the Ireperry provided that
it gives the Developer thirty (30) days advance written notice
thereof. The Developer may not assign, delegate or otherwise
transfer all or part of its duties, obligations, or promises
under this Agreement to any successor in laterest to the Property
without the express ~ritten consent of the Commission, which
consent may be withheld for any reason whatsoever. Any attempt
to assign the duties, obligations, or promises under this
Agreement to any successor in interest to the Property without
the express written consent of the Commission as required by this
Section shall be void ab initio.
7. Severabilit~. If an~ section, phrase, sentence or
portion of this Agreement is for any reason held invalid or
unconstitutional hi, any court of competent Jurisdiction, such
port'~on shall be deemed a separate, distinct, and independent
l~rovision, and all other provis~ons shall remain effective and
binding on the parties.
S. Notice. Any notices deskred or required to be given
under this. Agreement shall be in writing and shall either be
personally delivered or shall be sent by mail, postage prepaid,
to the parties at the following addresses:
To the Commission: ~ousing & Urban Improvement Dept.
3050 N. ~orseshoe Dr., Suite 158
Naples, Florida 33942
To the Developer: ..Paul T. ~lne
Post Office Ikx 1825
...N~plcs, FL 33939
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Any party may change the address to which notices are to be sent
by notifying the other party of cuch new address in the manner
set forth above.
9. Xuthority to ~onitor. The parties hereto ackno'wledge
that the Director of Collier County Housing and Urban Improvement
or his designee shall have the authority to monitor and enforce
Developerrs obligations hereunder.
10. Indemnify. The Developer hereby agrees to protect,
defend, indemnify and hold Collier County and its officers,
employeest and agents harmless from and against any and all
claims, penalties, damages, losses and expenses, professional
fees, including, without limitat~on, reasonable attorney's fees
and all costs of lit~gation and Judgments arising out of any
claim, willful misconduct or negligent act, error or omission, or
liability of any kind made by Developer, its agents or employees,
arising out of or Incidental to the performance of this
Agreement.
11. Covenants. The Developer agrees that all of its
obligations hereunder shall constitute covenants, restrictions,
and conditions which shall run with the land and shall be binding
upo~ the Property and against every person then having any
ownership interest at any time and from time to time until this
Agreement is terminated in accordance with Section 14 belo~.
However, the parties agree that if Developer transfers or conveys
the Property to another person or entity, Developer shall have no
further obligation hereunder and any person seeking to enforce
the terms hereof shall look solely to Developer's successor
interest for the performance of said obligations.
12. Reoor~ing. This Agreement shall be recorded at
Developerss expense in the official records of collier county,
Florida.
13. Entire Agreement. The parties hereto agree that this
Agreement constitutes the entire Agreement between the parties
hereto and shall inure to and be binding upon their respective
heirs, successors, and assigns.
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14. Ter~ination. Each affordable housing unit shall be
restricted to remain and be maintained as the type or 3ffordable
hemsing rental unit (low or very low income) designated in
accordance with this Agreement rot at least riftsen (15) years
from the date of issuance of a Certificate of Occupancy for such
unit. After fifteen (15) years this Agreement may terminate upon
a date ~utually agreed upon by the parties and stated in ~ritingo
15. Modification. This Agreement shall be modified or
amended only by the ~tritten agreement of both parties.
16. Discrimination.
a. The Developer agrees that neither it nor its
agents shall discriminate against any tenant or potential tenant
because of said tenants race, color, religion, sex, national
origin, ramilia1 status, or handicap.
b. When the Developer advertises, rents, sells or
maintains the affordable housing unit, it must advertise, rent,
sell, and maintain the same in a non-discriminatory manner and
shall make available any relevant information to any person who
is interested in renting or purchasing such affordable housing
o. The Developer agrees to be responsible for payment
of any real estate commissions and fees assessed in the rental or
purchase of affordable units.
d. The affordable housing units in the development
shall be identified on all building plans submitted to the County
and described in the Developer Application for Affordable Housing
Density Sonus.
s. The affordable housing units shall be intermixed
with, and not segregated from, the market rate dwelling units in
the development.
f. The square footage, construction and design of the
affordable housing units shall be the same as market rate
dwelling units in the development. All physical nmenities in the
dwelling units, as described in item number seven (7) of the
Developer Application for Affordable Housing Density Bonus shall
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be the same for market rate uni~ and affordable unt~, FOr
developments where construction takes place in more than one
phase, all physical amenitieG as described in item number seven
(7) of the Developer Application for Affordable I[ou~"ing Density
Bonus shall be'the same in both the market rate units and the
affordable units in each phase. Untt~ in a subsequent phase may
contain different amenities than units in a previous phase so
lon~ as the ~menities for market rata units and a~ordabla units
are the same within each phase and provided that in no event may
a market rate unit or affordable unit in any phase contain
physical amenities less than those described in the Developer
Application,
17, .Phasing, The percentage of affordable housin~ units to
which the Developer has committed for the tota~ development shal~
ba maintained in each phase and shall be constructed as part of
each phase of the development on the Property, Developer commits
to 100 percent affordable housing units for this project,
w~th 100 percent of the units in each phase as built
cons~sting of affordable units.
18. D~selesure. The developer shall not disclose to
persons, other than the potential tenant, buyer or lender of the
particular affordable housing unit or units, which units in the
.. development are designated as affordable housing units.
19. Consis~e,oy. This Agreement and authorized development
shall be consistent w~th the Growth Management Plan and
development regulations of Collier county that are in effect at
the t~me of development. Subsequently adopted aaws and policies
shall apply to this Agreement and to the development to the
extent th~t they are not in conflict with the number, cy~e of
affordable housing units and the amount of affordable housing
density bonus approved for the development.
20. Affordable 2rousing Density ~onus Development
This Agreement is a distinct and =operate agreement from
development agreements as defined by Chapter 163.3220, Fla. St~t.
(1989) and as amended.
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21, ~roapplicationo Developer ha,~ executed and ~ubmlttdd
to the Development Services Director the Developer A~plication
for Affordable housing Dunsity Donus, a copy of which is attached
to th~s Ageement as Appendix C and incorporated by reference
herein.
22. Governing Law. ~l~ Agreement zhall be governed by and
consteed in accordance with the laws of. the State of Florida.
23. ~rthor Assurances. ~e parties hereto shall execute
and deliver, In recordable fom if neeessay, any and all
do~en~s, certificates, tnst~ments, and agreements which may be
reasonably re~lred in order to effectuate the int8nt of this
A~eeen=. Such do~en~s shall include bu~
an~ do~ment re~ested ~ the Developer to exhibit that this
A~eemen~ has temtnated In accordance with the provisions of
paragraph ~4 above.
IN ~ESS ~OF, the parties hereto have caused this
Ageeen~ to be exerted as of the day and year first above
co ssmo
DR~GHT S. bR~,.A~
Ch~man
Approved as to fen and
ZegaZ surricien~
Assistant County Attorney
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~'.e £o~egoing A~reement Authorizing Affordable Housing Density Bonus
And Imposing Covenants And Re;tc~ctions On Real Property
ac~ledqed before me ~ /~Z ~ ~'~ .
Z
~S ~ hand and official seal this ~ day of
~ emission ~lres= ' '
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t~/MBER OF AFFORDABLE HOUSING [;Ni TSIHONTHLY BASE P. ErrT,';
I[U~BEROFUNITS DASE R~IT
Single Multi Single I4ulti
Family Family Family Family
LOW INCOME
Efficiency
1 Bedroom
2 Bedroom O $561
3 Bedroom 40 $661
4 Bedroom
TOTAL _ 48
VERY LOW INCO~E
EffLciency
X Bedroom
2 Bedroom 16 ~455
3 Bedroom 56 $536
4 Bedroom
TOTAL
'(1) Base residential density allowed in this development
_S units/acre,
/2) Gross acreage 9 ,
Maximum number of affordable housing density bonus units
allowed in this development pursuant to Section 7
Ordinance 90-S9, .. 8 units/acres.
(4) Gross residential density of this development (including
affordable housing density bonus units) ~
units/acre,
(5) Percentage of affordable units pledged by the developer
(as a percent of the total number units in the
development) 100 %.
Page I of 4
,,ppendix A, Exh~b~'- D
Section 7, Ordinance r;o. 90-09, provides for calculation of a
density bonus for developers pledging to construct affordable
units within their development. Included in this Exhibit S are
instructions for and the tables with which to calculate the
density bonus for a particular project. Exhibit C contains the
current median income and acceptable rents for low and very low
income households in Collier County.
The affordable housing density bonus rating system shall be
used to determine the amount of the affordable housing density
bonus which may be granted for a development based on household
income level, number of bedrooms per affordable housing unit, type
of affordable housing units (owner-occupied or rental,
single-family or multi-family) and percentage of affordable
housing units in the development. To use the affordable housing
density bonus rating system, Tables A and B, below, shall be used.
Tables A and B shall be reviewed and updated if necessary on an
annual basis by the Board of County Commissioners or its designee.
First, choose the household income level (moderate, low, or
very low) of the affordable housing unit(s) proposed in the
development, and the type of affordable housing units
(owner-occupied or rental, single-family or multi-family, where
applicable) tO be provided, as .hewn in Table A. Then, referring
again to Table A, choose the number of bedrooms proposed for the
affordable housing unit(s}. An affordable housing density bonus
rating based on the household income level and the number of
bedrooms is show~l in Table A.
After the affordable housing density bonus rating has been
determined in Table A, locate it in Table B, and determine the
percent of that type of affordable housing unit proposed in the
development compared to the total number of dwelling units in the
development. From this determination, Table B will indicate the
maximum number of residential dwelling units per gross acre that
may be added to the base density. These additional residential
dwelling units per gross acre are the maximum affordable housing
density bonus (AHDB) available to that development. Developments
with percentages of affordable housing units which fall in between
the percentages shown on Table B shall receive an affordable
housing density bonus equal the lower of the two percentages it
lies between plus 1/X0th of a residential dwelling unit per gross
acre for each additional percentage of affordable housing rental
units in the development. For example, a development which has
24% of its total residential dwelling units as affordable housing
units, and which has an affordable housing density bonus rating of
"foUr" will receive an affordable housing density bonus (AHDD) of
4.4 residential dwelling units per gross acre for the development.
Where more than one type of affordable housing unit (based on
love1 of income and number of bedrooms shown in Table A) is
proposed for a development, the affordable housing density bonus
for each type shall be calculated separately in Table a. After
the affordable housing density bonus calculations for each type of
affordable housing unit have been completed in Table D, the
affordable housing density bonus for each type of unit shall be
added to those for the other type(s) to determine the maximum
affordable housing density bonus available for the development.
In no event shall the affordable housing density bonus exceed
eight (8) dwelling units per gross acre.
Page 2 of 4
· Appendix A, ~xhibit D
TI~D'r,E A: AFTORDADT,,E I!*OUIII?~(J DETI'OITY DO?~U*13 R,!VI'ZNG
LEVEL ~UT~RI~R OF BEDROO~4~/U~fIT
OF HOUSEHOLD
INCOI{E EFFICID~CY 2 3 OR
AN01 r40~E
MODERATE (O~lqER-OCCUPIED, 0 1' 1'
SINGLE-FAHILY )
LOW (OWNER-OCCUPIeD OR RENTAL 2 3 4
SINGLE-FAHILY OR HULTI-
FAHILY)
VERY LO~ (OWNZR OCCUPIED OR
RD~TAL, SINGLE-
FAMILY OR HULTI-
FAMILY) 3 4 5
*FOr 0juster houstn9 developmen=s in the Urban Coastal Fringe,
add I density bonus to obtain 2. ,
TIkBLE ~f AFFORDADLE HOUSINa DENSITY BONUS
(ADDITIONAL AVRZLRDLE D~ELLZNq UNZTS..P~R GROSS
AFFORDABLE HOUSING % OF AFFORDABLE HOUSING UNITS
DENSITY BONUS RATING
10% 20~ 30% 40%
1 0 0 I 2
2. 0 I 2 3
3 2, 3 4 5
· 4 3 4 5 7
5 4 5 7 S
Pieass calculate your ~ens£ty bonus in the space provided bolov.
Attach a~dit£onel pages if necessary.
~ ~ ~ (2) ~ --
~ ~ ~ (3) ~ 14
~ ~ ~ ~ (2) ~ 14
~ ~ ~ ~ (3) ~ 15
14 at 30 ~ ~ (5) ~ts mr ~
14 a~ 10 ~-~ ~ (3) ~U ~ ~
!S at 40 r~ ~t (8) ~u ~ ~
~ ~ ~y ~s~ 5.33 ~ ~ ~r ~; ~ ~ (~/3) of ~ a11~
~ ~U of s~ (16).
Page 3 of 4
z.cosz sAD RS~r LI~/TLS r0R ms ~
Pursuant to the Affordable HousLnq Density riohuG Ordtn;mnce, leo.
sodstate Lncome Lm 8~t to ~00t oE the ~Lan Lnc~, ~ Jnc~e Lg
to 80~ o~ the ~Lan Lnc~ and fe~ 1~ Lnc~ Lg loss than 50% o[
~Lan Lncw. '
~:luant to the impact roe OrdLnancee, adopC~ by the ~acd o~ County
~ilsLonerl, D~e~r 16, 1992, ~e~a~e lnc~e is 611 to 80~ o~
~Lan in~, 1~ lncs is Slt to 60t o~ the ~ian lnc~ and
IN incs Is less than SOt o~ the ~n inc~.
S43,000 Waplel, ~ (Collier C~nty)
~UHB;R OY ~;~B;RS IN
I 2 3 4 S 6 7 8
100~ 31,300 35,800 40,200 44,700 48,300 51,900 55,400 59~000
80~ 25,050 28,600 32,200 35,750 38,600 41,500 44,350 47,200
~t 18,780 2~,480 24,120 26, e20 28,~80 31,140 32,240 35,400
~Ot 1S,650 17,900 20,100 22,350 24,150 25,950 27,700 29,500
~XDgD RENTAL RATES
· he Florida ~ousin~ Finance ~en~ (~) csl~la~es rents Co use ~n
the Irate R~n~ Zncen~ ~an {S~ZL) and the ~Znc~ Rental
R~sL~ fix Cr~Lt (LX~) pr~rms. ~ rents Given ~lw are based
on ~995 data frm ~FA. Utility costs are pr~ld~ frm the C~nty's
S~i~ 8 ~tal Assistance PrOram vhlch is a~lnlster~ ~ the
~lller ~nty H~s~ AJt~rLty.
IKX~SZNO COSTS BASIl) OSl 30% FMfILY zNcot~:
O!fl BIDROOM ~ BIDROOM T~REZ BEDR~K r~R B~R~N
UNIT U~IT UNIT
100t 838 1,006 1,162 1,298
· . 80~ 671 e05 929 1,038
60t 503 603 698 779
SOl 419 503 S82 649
UTILITY
M, LOWANCI 52 95 137 162
ALLCWABLZ RENT WITH UTILITIES DEDUCTED
OflZ BEDR(X)M ~ BEDR(X:)N THREg DEDROOM FOUR BEDROOH
UNIT UNIT UNIT UNIT
100% 786 911 1,025 1,136
80% 619 710 792 876
60% 451 508 561 617
50% 367 408 444 487
Revised 3/95
hut/1239
Page 4 of 4
APPENDIX C
Developer Application For Affordable Housing Density Bonus
· Appendix C
Developer ApplicnLion For ,~ffordablo Hou2ing Density Donus
Pursuant to tho requirements of the Collier County Affordable
Housing Density Donus Ordinance rio. 90-89, section 6.4, please
complete this form and submit l= with nny accompanying documenta-
tion to the Development Services Director, 2000 North Horseshoe
Drive, Naples, Florida 33942. A copy mutt alto be provided to the
Housing and Urban Improvement Director.
All items requested must be provided.
1. Please state what zoning districts are proposed by the
applicant, if any, on the property and the acreage of each;
~e existtat1 zcn~/~4~ - 12 as .~t~tc~ b~
2. ~as an application ~or rezoning been requested ~n conjunction
with the affordable housing density bonus?
Yes X No
If yes, state date of application N/A and if the
request has been approved, state the Ordinance number N/A .
~. Gross density of the proposed development. I3.33 units/acre.
'Gross acreage of the proposed development. 9 acres·
4. Are affordable housing density bonus units soughs in
conjunction with an application for a planned unit development
(PUD)?. . Yes X No.
If yes, please state name and location of the PUD and any other
identifying information. N/A
5. Name of applicant Paul T. Kano
Name of lamd developer if not the same as applicant
Page 1 of 3
~:,
. I
De,,'eto;~o: ,1%i~pTJ. c~.J. on ros: ~or~-',~lo ][oua:[nq Donu:i. ty ~onus
6. Please complete the folioring ~ablcs n~ thcy apply to the
proposed development.
TAaLE I Total ~umber of Units tq Development
Type of ~ner
Unit Rental OccuPied
Xff~ciencT
One Bedroom
Two Bedroom 24
Three Bedroom 96
Other Bedroom
_ _120
Total Number of Proposed Use for
Affordable Units Densit~ Sonus Units
~n Devel~en~
Rental ~er ~ Owner
~ OcCUPied
HOD~
Eff~c~en~
' I Se~o~
2
O~er
TOTAL
LOW INCO}fE
Eff~ctency
1 Bedroom
2 Bedroom 8 S
3 Bedroom 40 40
Other
TOTAL 48 48
Page 2 of 3
· Appendix C
Developer ~pplicatton For ~ordablo llouainq Donai~ ~onu~
TAaLZ ZZ (Continued)
Total }/umber of Propose~ Usa for
Affordable Unit~ Density Donu~
in Development Uni~
Rental O~.rrler [2al.t,.s%l O~ner
Occupied ~ccunied
VERy LOWINC0r4E
Eff~ciency
I Bedroom
2 Bedroom 16 16
2 ~e~room 56
Other
TOTAL 72 72
?. Please provide a physical descr~ption of the affordable units
by type of unit (moderate, 1or, very low income} and by number of
bedrooms. Include in your description, for example, the square
footage of each type of unit, floor coverings used throughout the
unit (carpeting, tile, vinyl flooring); vindov treatments;
a~liances provided such as washer/dryer, d~shwasher, stove,
refr~gerator~ bathroom amenit~es, such as ceiling exhaust fans; and
ar~ other amenit~es as applicable. Attach additional pages.
8. Please supply any other information which would reasonably be
~te~e~ to address this request for an affordable housing d~nsity
bonus for this ~evelo~ment. Attach addit~onal pages.
Page ~ of 3
,., Ilfillll
Appendix C
Developer Application for Affordable Housing Density Bonus
7. Continued
PHYSICAL DESCRIPTION OF RNECREST APARTMENTS:
All apartments will be for low and very low Income fenants.
· There will be 24 two bedroom apartments, approximately 650
square feet each of IMng area, renting for $455 per month.
* There will be 96 three bedroom apartments, approximately 850
square feet each of IMng area, renting for $536 per month.
* Each Igulldlng will have lhe required number of units for
handicapped tenants.
Floor covedng: vlnyI tile.
WIndows will have screens and curtains.
· Appliances: rangeloven and refrigerator.
* Bathrooms: combination tub/shower and vent fan.
· Rnecrest Aparlments will have opproxlmately three acres of open'
space whlch will contain playground equipment and Iondscaplng
to give the area a park like Setting.
8. Continued
This development is contiguous to imrnokafee Apartments which will house
the rental office and oversee the malntenance for both projects.
Immokalee Apartments has never, fn Its 22 years of existence, had a
vacancy whlch has not been filled Immediately. Currently, there ore 32
prospective tenants on the walling fist, which is up-dated every three [3]
months.
Services-Taylor Made, Inc. [S11Vrj which manages Immokafee Apartments
will also manage Rnecrest Apartments.
The developer has had 30 years experience In Collier County and has
constructed the River Park Easl homes In Naples, a low cost FHA housing
development, In addition to about t ,000 apartment unils in the area.
Reose see the addltlonal material attached submitted by STM on the need
for affordable housing In the Immokalee area.
m
~enen~ R~ ~aco/~at~ona~ OrtqLns IrandLcap: ~oa ~o__
Street C~Cy SCats
~otd~ IT~ ~nq a~ ChUB Address:
d~Otd'e ~d:eee~
Street C~Cy ~taco Zip Telephone I
have tes~d~ at ~t ;resent address lees than 3
Street City State Zip TeZe~hone
ft~l ~ndlofd'e Nm~ ~dreel, ~eleVhonel
LLcant
;ent ~et'e Wm, ~dteel, feZephonel
~g vLth Present ~l~eff ~ob
/ala~f B~tly S ~ee~ly S. Zve~ 2 ~ee~e
Se~t/tr ~rl Birth date~
~e ~l~er*e Xm~ ~dreee~ ~elephonez
~O with P~L~e ~l~ers ~ob ~ltlez
chant
ent ~Z~e:*l ~m, ~dteee~ ~eZe;honex
~g with Preeen~ ~l~erf ~ob Titlef
filial H~tly ~. ~eeklr $ Zve~/2 Weeks S HonthIy
le~r/ty ~u~etl Birth dates
~s ~p1~er*e Nm~ ~ddreee~
~ng vtth PrevL~e ~l~ers ;oh Title~
~07 AL~ ~ ~LL ~ APXR~ BTR~ Oa~
· AL REF~5 (Not Relattyel~
Ml Addteens
MI Addreeez H~ ~ng~
3ankz ~an Savings. Checking
)el~ 3 XdditLonll Credit ReEerencoe;
, City~
C/tyf,
Page I of 7
,1Lcant'e Reset SocLal ~ecurLty Humbeta
Tenant'e Names SocLa~ SocurLty ~umberx
melt Addteems
STATE ~IP T~EPHO~IE ·
erelr/ma~o application ~or an apartmen~ a~ apar~mon:l.
ere~ declare a~ r~eal all of q s~rcee of lnc~o.
aware ~hat to leave ~ ~Lt or fa~l to re~r~ my assecs or ror~a off
iL~I~ Itoake~ ~e~ teal pt~y rent, male or ~nereh~p Lea fraudulent act punLa~a~le
L~. ~N~ly {ale~yLng Ln{o~tLon on thLe go~ Le cause Eor ;e{uual o{ occupancy.
Bere~ cer~L{y tha~ thLe wLll be ~ ~anent reeLdance and tha~ Z have no other aefleted
J~eretand that thLe Xn~o~atLon Xe for the ~r~eo oE c~cLn9 my annual /ncome
lmLne ~ ;alLfLci~Lon to rent/by an a~tordable h~eln9 unL=. Z understand that
re;Lred to surrender ~ ~erehlp or rights or claimed property, pensLone or
A~lLaan~ Co-Tenant
~nt Yre~ency ~nt rre~ency
ReceLyed O{ pay Received o~
Bo~eee $ S S S
TLpe S S $ $
Znteree= %nc~e S $ $ $
T~st hnd lnc~ $ $ $
Un~l~ont $ $. S $...
Wot~an*s ~pnmatLon $ S. S
Welfare S $. S.,,
SHim1 le~tity S S, S,
I~Lll le~r/ty DlsabLILty S .... S ........ S ~ ~
lu~l~ntal lax S S $.. S
F~Lly AisLelance S S. $, ,
~Lld lu~ $ $ ....... S .... S
Veterans Senef/~o S ._ S S... S
HLd~s SensaLts $ , S S $
gnL~ WentfLit $, $ $
UnL~ PeneLon S S S
$elf-t~1~ent Business,
ELleLi PalLet, etc. S S .. S
PtLva~o Zneurance Pens/on S S. $ , S.
Please artash l/st of all other sources of income ~or oncLte household,
'/~RXPXCATION NERZ RE~ESTED mY TAK~ T~E ~Or~ HOST ~a~ YEAR'S FEDE~L
~ ~R ~a ~ ~O H~ FILED A~ WZLL~PY ~ A~ADLE UNIT.
~ BE EXE~ FOR EA~ ~PA~ OF ~IE HOUSEHOLD ~[O CONTRIGUTED TO THE
fOLD' ZNC6~. FAZLV~ TO REPORT ALL SOURCES OF HOUSEHO~ XNCOHE WILL ~S~T
~ZFZCATZO~ FOR TE~ ZN AFFO~ASLE ~OUSZ~G
Page 2 of 7
,% ·
elmfig F'--InPXoTerf Job
dyesos
SCreeC CLOy 5Ca~o ZLp
p~lO~l. Telephone
here~ authorize ~he roleaae oE Ln~o~aCLon ~e~eeCe~ on
A~ZLcan~
~ OP ~ZDA )
) so.
~ ~Z~ ~le ackn~ledged ~tore s ~ , , , .
RZ~I$ q hand and ogg~e~aX eeaX thee ,, day at
Notary ~u~llG
CmnLLeeLon Zx~/reef
,Zoyer VerttXoactont
,lLcant'e Oroee Anmaal Zno~ or Rate of Pays S.
~er Of Hours Worked (Weekly)f
quencrof
unt o{ Son. lee, TLpe. or other Coml>eneatLon ReceAvedf
J
Honthly Annually
Supet~Leor
TIOFFLO~XDA )
:~"fOFCOLF, ZZA )
T~ZFORZ~.OZNQwal ack~ovledgedbeforeme ~
~Sl~hand and official meal this__day of , 1991.
Pa~e 3 of ?
) me.
qrrrOrcoM,:z:z:R )
~ r0Jlzc~zl~ yes acknowledged be£ote me b,/, , .
KZT~ZII my hand and otfLcLaZ meal this day of ..... , 1991.
Notart/Publ~a
CGmLmeLon Zx'FLz'ee:~,
Page
m
3rvLgorw Telephone ffumberf
I herald/authorLie the releaae of ~nformat£on requeeted on
Co--Tenant
AppXJ. can~.
rgOtTXZ~:ZDX )
) ,.
~i ~GOZ~O vaB ae~ed~ed h~ore e ~ ,,, .
~Z~ll ~ ha~ a~ of~cta~ meal th~m , , day o~ ,, 1991.
~otary PublLc
~tmeton Zxptrees
:~./er Vertftcattons
.tcane,'m Oromm Annual Income ornate of Payf ~
~r Of Rourl Wor~ed (Weekly) w
~en,~/of Paym,.,
n~ of aonumee, Tips, or other C~nmaCion necetv~ $ 1.
Honthly AnnuaXXy
Supervisor
g Or Ir:Z)RZDA )
) as.
~Y Or COf. T. ZZR }
TRg rORZGOZNO was ac)movledged before me by .
~z'rNg~s m/hand and offLc~al meal th£m . day of __, 1991,
Notary Publ£c
3eeLsaLon rx~Lreml
,ERZFICATIOH HERE REQUESTED HAY TAKE THE FOKH Of ~IE HOST RECENT YEAR'S FEDEftAL, ZNCO~
tL**rURN fOR r, ACHOCCUP,~ITI~HOIL%S FZL~~LL~~!E A~ADLE UNIT.
Page S of 7
hereb,/vert~y ~ha~ eho ~edoraX income eax roeurn eu;~Xted
Co-Tenant
me Ls · erJe and ¢orrec~ copy o£ the re~urn £Llod b,/mo for
{YQar)
) ---
~ rol~z~ozlM6 yam aakno~lmd~ed before me by ..... .
t4~JJ .~, hand and o~£teLa:t seaX thte day off .,. , 1991.
aLesLoft fxptree;
Pago 6 o~ ?
.taaa Co-feeder CertA~AcatAoa. Z ceccL~y thac the LnEormat£on pcov£ded £n the
.manila/Xi~lLcatLon ~o~ A~Eotdable Housing UnL~ and £n the ^~focdablo Hogdang Applicant
,e Verification Am true and complete to the beat o~ my knowledge and
eretend that A~ X furnish false or Incomplete An~orma~on on my application, £ncome
LcatLon or Income certification ~orm that rio=ida lay and Collier County O=dAnance
provide for a £Lae o~ up to $500.00 per vAolatAon, o~ Imprisonment up to 60 daye~
and that X ~All be =squared to vacate the affordable gnat.
eretanS that chanqee Ln my Income which may a~gect my qualIIAcatAon as a tenanc eligible
n a£~crdable rental gnat An that developmen~ met be reported to the party responsible
xe~tAn9 mr lease.
eretend that my Antsee ~met be retailed and certified each rear upon reneval o~ mY lease
hat taAlgre to complete annual Income verification and Ancome cectA~AcatAon ~All
Ion o~ the a~fo~dable gnat.
sxMto xrforfsz rox~coz~o czx:xrzcx~xoxrrxfzxz~zs, AsxOtr~sTxo~sszro~z szc~x~o azalea.
Date
~z rO~XCOXNO ~ae acknowledged beZote me by .
:IT~ZsS my hand aM official seal that , day of .... , 1991.
Notary
elation txpLtees
Data
3Frr. O~XD~ )
) e,.
OF COZYIll )
~ FOR~GOZ~ vII ac~ledged
~T~ZSSqhand and oE~Lcial seal th~s__da~ o~ .. , 1991.
Notary Public
LeeLoft txpLtee,
Page 7 of 7
STATE OF FLORIDA )
COUNTY OF COLLIER )
X, DWIGHT E. BROCK, Clerk of Courts in end for the
Twentieth Judiclsl Ctrcult, Collier County, Florida, do
hereby certify that the foregoing tsa true copy oft
Ordinance No. 95-41
which wee adopted by the Board of County Commissioners on
the 13th day of June, 1995, during Regular Session.
WITNESS my hand and the official seal of the Board of
County Commissioners of Collier County, Florida, this 14th
day of June, 1995.
DWIGHT E. BROCK "' "~ '
Clerk of Courts and Clerk '-
F.x-offtcio to Board of
County Commissioners
.'-:
By.'/s/Ellis Hoffman
Deputy Clerk ..