Ordinance 92-096 ORDINANCE NO. 92- ~
c. A~N'-'ORDINANCE ~d4ENDING COLLIER COUNTY OR/)INARCE
ASi ': E DED BY COLLIER CO TY ORDINANCE NO.
~%~%~ RE~ATING TO THE COLLIER COUNTY LIBR3%RY SYSTEM I.M~ACT ~%~ F~E ORDINANCE' PROVIDING FOR MODIFICATION
~ROVISIONS RELATING TO USE OF MONIES; PROVIDING-~OR
.... ~MODIFICATION OF PROVISIONS RELATING TO AFFORD~BLE
~~t/> HOUSING; PROVIDING FOR MODIFICATION TO APPENDIX~A;
PROVIDING FOR CONFLICT AND SEVERABILITY; 5~ND
PROVIDING AN EFFECTIVE DATE.
WHERF2%S, the Board of County Commissioners of Collier
County on December 13, 1988, enacted Collier County ordinance
No. 88-97, establishing a Library System Impact Fee ordinance;
and
WHEREAS, the Board of County Commissioners of Collier
County on January 21, 1991 enacted Collier County ordinance No.
91-11 which amended Collier County Ordinance No. 88-97, and
WHEREAS, the Board of County Commissioners of Collier
County desires to update the ordinance in certain respects.
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY
COP[MISSIONERS OF COI~LIER COUNTY, FLORIDA, that:
SECTION ONE~ ~%mendment to ~ection Z.03 of Collier County
or4inance No. 88-97, as
Section 2.03 is hereby amended to read as follows:
Section 2.03. Use of Monies
A. The Board hereby establishes a separate trust account
for the Library System Impact Fees, to be designated as the
"Library System Impact Fee Trust Account" and which shall be
maintained separate and apart from all other accounts of the
County. All such Impact Fees shall be deposited into such
trust account immediately upon receipt.
B. The monies deposited into the Library System Impact
Fee Trust Account shall be used solely for the purpose of
providing growth necessitated capital improvements and
additions to the County Library System, including, but not
limited to:
1. design and construction plan preparation;
2. permitting and fees;
108
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Words underlined are added; words otruck through are deleted.
3. land acquisition including any costs of
acquisition or condemnation;
4. construction and design of Library System
buildings, facilities or improvements and additions
thereto;
5. design and construction of drainage facilities
required by the construction of Library System buildings,
facilities or improvements and additions thereto;
6. relocating utilities required by the
construction of Library System buildings, facilities or
improvements and additions thereto;
7. landscaping;
8. construction management and inspection;
9. surveying, soils and material testing;
10. acquisition of Collection Items, furniture,
shelving and other capital equipment of the County Library
System;
11. repayment of monies borrowed from any budgetary
fund of the County, subsequent to the adoption of this
Ordinance, which were used to fund growth impacted
improvements and additions to the County Library System as
herein provided;
12. payment of principal and interest, necessary
reserves and costs of issuance under any bonds or other
indebtedness issued by the County to fund growth impacted
improvements and additions to the County Library System;
and
13. reimbursement of excess Developer Contribution
Credit pursuant to Section 3.06.G or Impact Fees paid on
Affordable Housing pursuant to Section 3.04.
14. To the extent provided by law. reimbur~men~ or
refund of co,ts i~curre4 by the CQuntv in the preparation
of the Impact Fee Study adopted pursuant to Section 1.04
add any amendments or sqpplements pursuant to section
059 109
Nords underlined are added; words ~t~uck through are deleted.
3.08. and any other administrative costs incurred by th~
~Quntv.
Funds on deposit in the Library System Impact Fee Trust Account
shall not be used for any expenditure that would be classified
as a maintenance or repair expense.
C. The me~ye Ngnies deposited into the Library System
Impact Fee Trust Account shall be used solely to provide
improvements and additions to the County Library System
required by growth as projected in the Impact Fee Study.
D. kny funds on deposit which are not immediately
necessary for expenditure shall be invest-d by the County. All
income derived from such investments shall be deposited in the
Library System Impact Fee Trust Account and used as provided
herein.
E. The Impact Fee collected pursuant to this Ordinance
~3hall be returned to the then current Owner of the property on
behalf of which such fee was paid if such fees have not been
expended or encumbered prior to the end of the fiscal year
immediately following the sixth anniversary of the date upon
~;hich such fees were paid. Refunds shall be made only in
accordance with the following procedure:
1. The then current Owner shall petition the Board
for the refund prior to the end of the fiscal year
immediately following the end of the fiscal year in which
the date of the sixth anniversary of the date of the
payment of the Library System Impact Fee.
2. The petition for refund shall be submitted to
the Library Director and shall contain:
(a) A notarized sworn statement that the
petitioner is the then current Owner of the property
on behalf of which the Impact Fee was paid;
(b) A copy of the dated receipt issued for
payment of such fee, or such other record as would
indicate payment of such fee;
Words ~derlined are added; words ~tru~k thr~ug½ are deleted.
(c) A certified coy of the latest recorded
deed; andy
(d) A copy of the most recent ad valorem tax
bill.
3. Within three (3) months from the date of receipt
of a petition for refund, the Library Director will advise
the petitioner and the Board of the status of the Impact
Fee requested for refund, and if such Impact Fee has not
been expended or encumbered within the applicable time
period, then it shall be returned to the Petitioner. For
the purposes of this Section, fees collected shall be
deemed to be spent or encumbered on the basis of the first
fee in shall be the first fee out.
SECTION TWO~ Amendment to Section 3.04 of Collier County
Ordinance No. 88-97, as amended
Section 3.04 is hereby amended to read as follows:
Section 3.04. Affordable Housing
~.4~e ~ ~ ~ ~ Library
~]ircot ~ ~ =uboidy from thc 'Jnitcd Statcc~ ~ ~
~u .... z program ~ ~ e~ ~ County ~ ~ asoiot
.... z . croon ~ccking ~ Affordablc .....
~ .... Llbrary ....... ~ ~ons ~ruc.ion
=hall ~i~c ~ thc County ~ ~ Application ~or
~ prior ~ .... ~"~ ..... ~-- ~ ~ ~
~ Library ~ ~9act Construction. The Appli-
Words underlined are added; words~ruc,;* ' through are deleted.
~ ........ thc gcvcrnmcntal grant
Sy=tcn Impact C=nstr'action
~ ~ th~n
{~ ~ ~ill
~aliflcs as Affo~dablc Housing.
~ ~
........ ~ . ~.~ .... Library Systcm Impaot
Cc ........ ~-- =Thc Application
~nt~in thc '-~ ~-''~
059 , 112
Words underlined are added; words ~~ are deleted.
~..~=prop=~cd ~ ~ ~ th~ Library Cystcm
~:~='~Id)--:~:-~:'~-..'~-~hich thc Libr:ry
~"-~-' Impac="Ccnstructi=n %'ill
~ --who h~'~.'r~o~iv~d '~ '. ~~
~ -~-'~.,~,,~ pay ~,,~ '~i~rar"~ ~ Cy~tcm ~ Fcc
· '- ...... ~-' '~: ~. Library ~ ~ Construction
~ ~-~ Library ~ Impact ~ ~ prcscnting
Indloatin] thc astual selling ~ ~ ~e Library ~
~ Construction ~ ~ ......... u ...... Such
thc Library ~ Impact ~onc~ruc~ion. ~ailu~ ~ ~
~ e ~aivc~ ~ ~- rig~ ~ rcimburscmcnt.
rcvic%'ing ~
~,,c 4ocumcntation providcd ~ ~
th: ~ fo= ~ Affordable ~usi~ ~
ti fi un%y imb
Words underlined are added; words ctruck through are deleted,
c:icnd:r ~ Fail'arc ~ ~ cu~
· ~ithin thc ~ rcTaircd chall ~ ~ ~ ~ ~ thc
and ~ that thc ~ ~ ~ Affcrdabl=
......... ~ '' "~ -~ ~ Library .cc paid.
.............. ": ~cm Imp=ct
6. SUCh ~ ~ ~
~ ~ any ycar ~ thc failure ~ provide
................. a ........ ~ ~ men rcntat ~ pcr
~ c:tabllshcd =hall ~aiva thc Appllcant'u =ight
~. ~ .... ~nty ":~:- thirty days
~ Library ~ Impact
t= Sccticn 2.01.
,0o 059P,.114
Words underlined are added; words e~P~--~u~ are deleted.
~'~ a Library *~ ~ Constr'u~tion
~:uch ' .' _nust,~tLnuc. fo= ~--cr.=-~ ~ ~ ~ =cron'. year= from
~ ~- ~ ~ ~ ~ ~ monthly =cn~a
,~ Auth=rizatlon- for ~ all ~ ~- arc
~ ~ ~ ~ ~ e ~cnan~ ~ a ccn~i~ion
,much ~Jclling Unit =hall bc includcd.
· ~ ~ ......... ;hall .... ' .... ~- ~
.,cc ~rus ..... ~ ~ .... Library
................ ~ ........ a Library Systcm ....
~ ~ ~ "~- has bach dcni~
...................
Words underlined are added; words struck through are deleted.
A. Pursuan~ tO %he Guidelines established in this
Section. the County shall (1~ waive or ¢2% defer, as
~Dplicable. the Da~,~ent of the Library System Impact Fee for
:~nv new owner-occupied or rental Library System Impact
Construction which ~ualifies as Affordable Housing under
ADDendix A of this Ordinance.
(1) Any person seeking an Affordable Housing waiver
or deferral for DroDosed Library Svs%em Impact Construction
shall file with %h9 ~ountv Ma~gDr ~L APplication for
Waiver or Deferral. prior to receiving a Building Pez-mit
for the DrODOsed Library System ImDac% ~QD$%r~tion. The
h~Dlicat'ion for Waiver or Deferral shall contain the
followinG:
Ca~ The name and address of the Owner:
~) The legal description of the Residential
ProDertv uDon which the Librarv System Impact
Construction shall be constructed;
(c) The income level of the Owner or if the
O~rn~r is a builder, the income level of the household
to which the Dwelling Unit will be sold or rented;
~d} The number of bedrooms in each Dwellin~ Unit
of the Library System Impact Construction,
(2~ If the DroDosed Library System Impact
~onstruction meets the reGuirements for an Affordable
~ousinG Waiver or Deferral as set forth in this Section,
then the County ManaGer shall issue an Impact Fee Waiver oF
Deferral. as applicable, to the Owner or APPlicant. The
Impact Fee Waiver or Deferral shall be presented in lieu of
payment of the Library System Impact Fee Dursuan~ to
Section 2.02.
~. To ~ualifv for an Impact Fee Waiver or De~rral. an
o~er-occu~ied Dwellinq Unit must meet all of the ~ollowin~
criteria:
Words ~ are added; words e~~ are deleted.
(1) The Ownerfs~ of the Dwelling Unit must hav~
averv low. low. or moderate income level as thos~
terms are defined in ADDendi× A and th,~ monthly
payment to purchase the unit must be within the
Affordable Housing Guidelines established in ADDendix
f2) The Owner. or if there is more than one
Owner. one of the Owners. must be a first-time home
buyer. To ~ualify ~ a first-time home buyer, the
Owner must not have had an ownership interest in their
~rimarv residence in the Dast three years.
¢3~ At least seventy percent of %he Owner's
household income must be from Gainful employment
within Collier countv,
¢4~ The Dwelling Unit must be the homestead of
the OwnerCs~.
~5~ The Dwelling Unit must remain Affordable
Housing for fifteen years from the date a Certificate
of Occupancy is issued for the Dwellin~ Unit.
¢, To ~ualifv for an Impact Fee Deferral a Dwelling U~t
O~fere4 for rent must meet all of the following criteria:
(ii The household renting the Dwelling Unit must
have a very low or low income level as defined in
APpendix A and the amount Qf rent must be withlB th~
Affordable Housing Guidelines established in ADDe~dix
(2~ At least seventy percent of the renting
household's income must be from Gainfu% employment in
Collier County.
(3~ The Dwelling Unit ~ust be the bouseho~d'~
permanent residence.
~4} The Dwellin~ Unit must remain Affordable
Hou~in~ for fifteen years from the date a certificate
Q~ Occupancy is issued ~or the Dwell~nq Unit,
Nords underlined are added; words ~truck thr~jh are deleted.
D, Ail Impact Fees deferred for owner-occuDied_Dwellin~
Units at the time the Buildin~ Permit was issued shall become
due and PaYable and shall be immediately repaid to the_CountY
uDQn the sale of the Dwellin~ Unit. the refinancing o~ the
.~wellin~ Unit, or the discontinuance of use of the Dwellin~
~it as Affordable Housing. whichever occurs first,
E, The Impact Fees deferred for rental Dwellin~ Units at
~the ~ime the Buildin~ Permit was issued shall become due and
.shall be immediately repaid to the County upon the sale of the
Dwelling unit, refinancin~ of the Dwellin~ Unit. the
~iscontinuance of use of the Dwellin~ Unit as Affordable
Housing or fifteen years from the date of issuance of the
Certificate of OccupancY, whichever occurs first,
F, AnY Impact Fees waived for an owner-occupied Dwelling
~nit at the time a buildin~ permit was issued shall become due
,and D~yable and shall be immediately repaid to the County if
the Dwellin~ Unit is not utilized as affordable housing at any
time durin~ the fifteen year period after the Certificate of
O¢GuDancv is issued for the Dwelling Unit, If the Dwellin~
~nit is used as Affordable Housin~ for the full 15 vear period,
the impact fees are no longer due and the lien on the Dwellin~
Unit shall be r~leased,
~, The percentage of the total Impact Fee which shall be
waived or deferred pursuant to this Section for an
owner-occupied or rental Affordable Housin~ D~ellin~ Unit shall
Oe th~ percentage set forth in ADDendix A, The ImPact Fees
waived or deferred shall be a lien on the property until all
requirements under this S~ction have been satisfied,
~, Annually the owner of the Dwellin~ Unit shall provide
.to the County Manager an affidavit of compliance with the
.~riteria set forth in this section. An affidavit must be filed
7ithin thirty days of the anniversarv date of the issuance o~ a
~Tertificate of 0ccuDancv.
059
-il-
Words underlined are added; words c, truck through are deleted.
I. The Owner receivinq an Impact Fee Waiver or Deferral
.shall enter into an Impact Fee AGreement with the Co~ntv which
AGreement shall ~rovide for. at a minimum, the followin~ and
~shall. further include such provisions deemed necessary by the
Count~,to effectuate th~ ~rovisions of this Section:
.~._'~.__:~%..~;'.,~%...~¢1~- The legal description of the Dwelling unit.
.1.' ..... %~¢2%~.Wh~re an Impact Fee Waiver or Deferral is
· <.;:[ '.~n~ ~ri~e~'to ~ Owner wh~ will be sellinq or rentin~ the
;:~,k~_~ ~el~li~.Uni~-to a subsequent ~urchaser or renter, the
· ~,_~%~!,A. I~brar~:S~stem-Im~act Construction must be sold or
~.~oL:..~:~.rented~t~'hou~eholds meetin~ the criteria'set forth in
?' ..... ~3= [3~"'For"o~er-o~Dimd'~ellin~ Units, the
· amou~,of. ImDact..Fe~ defsrred,'~'shal.l' be. repaid to the
.'~' ~' .County UDOn the sale refinancin~ or discontinuance of
~:....=_=~_~.=use of the. Dwelling. Unit for Affordable Housin~
. ..~ .....,~._ whichever occurs first. For rental units the Impact
...~-,. F~es deferre~ shall be repaid UDOn sale, refinancing,
''.-'~5,.., the discontinuance of use'of the Dwellin~ Unit as
......... Affordable Housin~ or fifteen years from the issuance
of a Certificate of OCCUDa~CV, whichever occurs first.
~en though the Impact Fees have been repaid to the
County because the O~er sells, refinances or
discontinues the use 0f the Dwellin~ Unit for
Affordable Housing, the County can require th~ 0w~er
to utilize the Dwellin~ Unit for Affordable Housin~
Sot fifteen years from the date the certificate Og
QccuDancv was issued for the Dwellin~ Unit.
(4] For owner-Occupied Dwelllnq Units where
I~Dact Fees have been waived, the Dwell~nq U~it must
be utilized for Affordable Housin~ for a fifteen year
period after the Certificate of Occupancy is issued
~d if the Dwellin~ Unit ceases to be utilized for
that DurDos~. the Impact Fees shall be repaid to th~
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Word~ u~erlined ar~ added; ~ords ~ru~k ~hr~ are deleted.
_ County. .Even,.thouah the Impact Fees have b~en repaid
...... ;.L.~o.the County because the Dwellin~ Unit has not been
· '.%~_~-,A~'i~ut{.lize~"'forAffordable Housin~ the County can reauire
./~'...._.....2~-the. Owner~o utllize~the, Dwellin~ Unit'for Affordable
.f5L_The_.d.f~rrR~and/or. waived, Impact Fees shall
be a ~en on~the;DroD~=tv which' lien may, be foreclosed
~~~nt of~n~.comuliance with the ~
~e~uir~m~nts'.of:the~Aure~ment.: U3'._5 _ l .... i : ......
~'f6%=.'-'Annual~v:.the. o~er. or.the Dwellin~ Unit
mhall~urovide~to~the Gguntv mana~er~an affidavit of
compliance with ~he ~riteria set forth in this
~,~ction. ~:aff~dav~t~mUst' b~vfiled'within thirty
~a~s~.~the~nn~v~s~e~ or, the. issuan~ce of' a ....
Certificat~ of Occupancy ........... . ..-.' '
........ f7) Uuon.~atis~tory gomD19tion 9f the..
Agreement retirements, the County shall record anv
~cessa~ documentation evidencin~ same. including.
but not'limited to 'a release of lien.
'.'.'. iS) The A~reement shall be binding Og the
~er's successors and assigns,
._ {9) The A~reement shall be recorded iD the
Official Records of Collier County.
_ J, The amount of Impact Fee waivers a~d deferrals ~ranted
~ursuant to this Section shall be limited, in total, to the
~mount appropriated bv the Board of County Commissioners at
~hetr final Public hearin~ re~ardin~ the adoption of the an~ua~
~ountv budget. Impact Fee waivers and deferrals pursuant to
~hi$ Section shall be~in in the 199~-94 fisca~ year, Th~
~u4qeted amount shall be set aside in a trust fudd add pa~d
into the Library Syste~ I~pact Feg Trust ~ccount nQ ~ater thag
~hat time when that amouDt Is ~eeded for a project ~unded by
~bQse impact ~ees waived or de(erred. Waivers and defe~ra~
~hall be issued in the order that completed aPPlications are
059 120
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Words underlined are added; words ~t~uck throu~ are deleted.
~eceived by the County ManaGer. At least forty percent of the
Amount budgeted for impact les waivers and;or deferrsls must be
~tilized to fund impact fee waivers and;or deferrals f~r single
~amilv owner-occupied Dwelling Units serving the very low and
~ow income levels and which are constructed by builders
~onstructinG less than five single family Dwelling units per
~ear.
~,_ Any changes or amendments to Appendix A or the minimum
funding requirements adopted in this Section must occur ~s an
ordinance amendment at a public hearing of the Board of County
~Q~issioners occurring after 5:00 p.m.
L. No Affordable Housina Waiver or Deferral shall be
/r, anted for an Library System Impact Construction project which
p~onsists of a Mobile Home.
SUCTION THREE~ Amendment to Appendix A of Collier County
ordinance No. 88-97, as amended
Appendix A is hereby amended to read as follows:
~PENDIX A
AFFORDABL~ HOUSING DEFINITIONS, BENEFIT
STANDARDS, AND LIMITATIONS
following set forth the applicable definitions and benefit
~_~.afldards for Affordable Housing dwelling units for the PUrPOSe
-14-
Words underlined are added~ words~ruc0.~ ~ thrcu~q~ are deleted.
determinin~ eligibility for Impact Fee waivers and deferrals
~lerein referred to as -benefits"~L
DEFINITIONS OF AFFORDABLE HOUSING INCOME GROUPS
Very low income families means those families whose
incomes do not exceed 50% of the median income for the
area as determined by the Secretary of the U.S,
Department of Housin~ and Urban Development {area
median income~.
bi Low income families means those families whose incomes
are more than 50% and do not exceed 60% of the area
median income.
Moderate income families means those families whose
incomes are more than 60% and do not exceed 80% of the
area median income.
For a dwellinc unit to be determined to be affordable, the
~>nthlv rent or monthly mortqace payment, includinc property
~axe8 and insurance shall not be in excess of 30% of the
~milies household income.
BENEFIT STANDARDS
Affordable Housing owner-occupied dwellinc units which
exclusively serve very low income families and which
~re the owner's homestead shall have 100% of the
~licable Impact Fee waived pursuant to the terms of
the Impact Fee Ordinance.
Affordable Housin~ rental dwellin~ units which
exclusively serve very low income families shall have
100% of the applicable Impact Fee deferred pursuant to
the terms of the Impact. Fee Ordinance,
Affordable Housin~ owner-occupied dwellin~ units which
9xclusivel¥ serve low-income families and which are
the owner's homestead shall have ~0% of the applicable
Impact Fees waived and have 50% of the a~plicable
Impact Fee deferred pursuant to the terms of the
ImDa~ Fee Ordinance.
Affordable Housin~ rental dwellin~ units which
exclusively serve low income families shall DaV 50% of
the applicable Impact Fee, and shall have 50% of the
applicable ImPact Fee deferred, pursuant to the ~erms
of the Impact Fee ordinance.
el Affordable Housinc owner-occupied dwellinc units which
exclusively serve moderate income families and which
are ~he owner's homestead shall be recuired to DaY 75%
Of the applicable Impact Fee, and shall have 25% of
the aPPlicable Impact Fee deferred pursuant to the
terms of the Impact Fee ordinance.
Library SYstem Impact Construction which meets the
criteria set forth in Subsections B and C o~ S~ctioD
3,04 Constructed bv an Acencv of Collier county or by
an I~dependeDt Governmental Agency pursuant to aD
lnterlocal a~reement with Collier County and which
construction is ~00% covernment funded shall have ~00~
~f the Impact Fees for that construction waived,
pursuant to tb~ terms of the Impact Fee Ordinance.
Wc.rds underline~ are added; words :truck thrcug~ are deleted.
NOTE: An Amendment to the Appendix shall reauire a public
hearina of the Board Qf County Commissioners occurrin~
after 5:Q0 D.m,
SECTION FO~ Conflict and 8mvmrabilit~
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 sep-
arate, distinct and independent provision, and such holding
shall not affect the validity of the remaining portions
thereof.
SE~ION FI~: ~ffeotive Date
This Ordinance shall become effective upon receipt of
acknowled~ent from the Secreta~ of State that this ordinance
has been filed with the Secretary of State.
PASSED ~D D~Y ~O~ED by the Board of County
Co~issioners of Collier County, Florida, this /~ day of
.~EST:.' ' ' c//.. BO~ OF CO~TY CO~ISSIONERS
f JINXES CV~.~IL~{ Clerk CO~IER CO~TY,~F~RIDA
... Approved as to fo~ and
legal sufficiency:
Secre~ of S~e's Office the
Richard D. ch ~of~~
Assistant County Attorney a~ ock~w edge~ent o[ that
fili~received t~ ~a-
-16-
Words underline~ are added; words
.--.ruc,: through are deleted.
STATE OF FLORIDA
COUNTY OF COLLIER
I, JAMES C. GILES, Clerk of Courts in and for the
Twentieth Judicial Circuit, Collier County, Flor'ida, do
hereby certify that the foregoing is a true copy of:
Ordinance No. 92-96
which was adopted by the Board of County Commissioners on
the 16th day of December, 1992, during Special Session.
WITNESS my hand and the official seal of the Board of
County Commissioners of Collier County, Florida, this 22nd
day of December, 1992.
JAMES C. GILES
Clerk of Courts and Clerk .:\'~>%!'.!{~ '.~..
Ex-officio to Board of
County Commissioners ..'.-
(~y: /s/Maureen Kenyon
x Deputy Clerk ~".. '..
.%.~"; .' .,,~
"'..' /:1'.%