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Ordinance 2000-077ORDINANCE NO. 2000- 7 7 AN ORDINANCE AMENDING ORDINANCE NUMBER 91-102 THE COLLIER COUNTY LAND DEVELOPMENT CODE WHICH INCLUDES THE COMPREHENSIVE ZONING REGULATIONS FOR THE UNINCORPORATED AREA OF COLLIER COUNTY, FLORIDA, BY AMENDING THE OFFICIAL ZONING ATLAS MAP NUMBER 8627S; BY CHANGING THE ZONING CLASSIFICATION OF THE HEREIN DESCRIBED REAL PROPERTY FROM "A" TO "PUD" PLANNED UNIT DEVELOPMENT KNOWN AS THE BRITTANY BAY APARTMENTS PUD LOCATED ON THE WEST SIDE OF COLLIER BOULEVARD (C.R. 951), APPROXIMATELY 4/5 OF A MILE SOUTH OF IMMOKALEE ROAD (C.R. 846) INSECTION 27, TOWNSHIP 48 SOUTH, RANGE 26 EAST, COLLIER COUNTY, FLORIDA, CONSISTING OF 58.6 ± ACRES; AND BY PROVIDING AN EFFECTIVE DATE. WHEREAS, William L. Hoover, AICP, of Hoover Planning and Development, Inc., representing Sandspur Housing Partners, Ltd., 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 Commissi0n~rs Collier County, Florida, that: SECTION ONE: The zoning classification of the herein described real property located i ~rt3S-~ti6ff 27, Township 48 South, Range 26 East, Collier County, Florida, is changed from "A" to "PUD" Planned Unit Development in accordance with the Brittany Bay Apartments PUD Document, attached hereto as Exhibit "A" and incorporated by reference herein. The Official Zoning Atlas Map numbered 8627S, as described in Ordinance Number 91-102, the Collier County Land Development Code, is hereby amended accordingly. SECTION TWO: This Ordinance shall become effective upon filing with the Department of State. PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier County, Florida, this o~ g~/h day of/V'o ~cr',a~r~,2000. :.'". A..~TTEST:.. -' ..,, .,' i~ k', ~.q/ !;"~ '.~ ~ " .5 :.. , ,r ,,.:" . i ,/ ). Appro ed ~ to Fore ~d Legal Sufficiency Marjot41e M. Student Assistant County Attorney BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA BY: JAMES This ordinance filed with the S.ecretary of StoJe's Office the ~ day of ~,~---, and acknowledgement of that filing r~ceived this ~ day of ~, g/admin/PUD-00-14/DM/im -2- BRITTANY BAY APARTMENTS PUD A PLANNED UNIT DEVELOPMENT PREPARED FOR: DEBORAH S. JOHNSON SANDSPUR HOUSING PARTNERS, LTD. 1551 SANDSPUR ROAD MAITLAND, FLORIDA 32751 PREPARED BY: WILLIAM L. HOOVER, AICP HOOVER PLANNING 3785 AIRPORT ROAD N., SUITE B NAPLES, FLORIDA 34105 and JEFF L. DAVIDSON, P.E. DAVIDSON ENGINEERING, INC. 1720 J. & C. BOULEVARD, SUITE C NAPLES, FLORIDA 34109 and RICHARD D. YOVANOVICH GOODLETTE, COLEMAN & JOHNSON, P.A. 4001 N. TAMIAMI TRAIL, SUITE 300 NAPLES, FLORIDA 34103 DATE FILED June 16, 2000 DATE REVISED October 20~ 2000 DATE REVIEWED BY CCPC DATE APPROVED BY BCC ~'o~-~ ORDINANCE NUMBER EXHIBIT "A" TABLE OF CONTENTS TABLE OF CONTENTS LIST OF EXHIBITS STATEMENT OF COMPLIANCE SECTION I SECTION II SECTION III SECTION IV SECTION V PROPERTY OWNERSHIP AND DESCRIPTION PROJECT DEVELOPMENT REQUIREMENTS RESIDENTIAL AREAS PLAN PRESERVE AREAS PLAN DEVELOPMENT COMMITMENTS PAGE ii III 1 3 6 9 14 15 ii EXHIBIT "A" EXHIBIT "B" LIST OF EXHIBITS PUD MASTER PLAN PUD CONCEPTUAL UTILITY/WATER MANAGEMENT PLAN II! STATEMENT OF COMPLIANCE The development of approximately 58.6+ acres of property in Collier County, as a Planned Unit Development to be known as the Brittany Bay Apartments PUD will be in compliance with the planning goals and objectives of Collier County as set forth in the Collier County Growth Management Plan. The residential facilities of the Brittany Bay Apartments PUD will be consistent with the growth policies, land development regulations, and applicable comprehensive planning objectives for the following reasons: The subject property's location in relation to existing or proposed community facilities and services permits the development's residential density as described in Objective 2 of the Future Land Use Element. The project development is compatible and complimentary to surrounding land uses as required in Policy 5.4 of the Future Land Use Element. Improvements are planned to be in compliance with applicable sections of the Collier County Land Development Code as set forth in Objective 3 of the Future Land Use Element. The project development will result in an efficient and economical allocation of community facilities and services as required in Policies 3.1.H and 3.1.L of the Future Land Use Element. o The project development is planned to protect the functioning of natural drainage features and natural groundwater aquifer recharge areas as described in Objective 1.5 of the Drainage Sub-Element of the Public Facilities Element. o The project is considered entirely within the Residential Density Band of the Urban Residential Mixed Use District around the Immokalee Road - Collier Boulevard Activity Center, on the Future Land Use Map. The project is designated as an Affordable Housing Density Bonus project. The projected density of 8.16 dwelling units per acre is in compliance with the Future Land Use Element of the Growth Management Plan based on the following relationships to required criteria: Affordable Housin,q Project Within Residential Density Band Base Density 4 dwelling units/acre Activity Center Density Band +3 dwelling units/acre Affordable Housing Density Bonus+8dwellin,q units/acre Maximum Permitted Density 15 dwelling units/acre Requested density = 8.16 dwelling units/acre Maximum permitted units = 58.6 acres x 15 dwelling units/acre = 879 units Requested dwelling units = 478 All final local development orders for this project are subject to Division 3.15, Adequate Public Facilities, of the Collier County Land Development Code. 1.1 1.2 1.3 1.4 SECTION I PROPERTY OWNERSHIP AND DESCRIPTION PURPOSE The purpose of this Section is to set forth the location and ownership of the property, and to describe the existing conditions of the property proposed to be developed under the project name of Brittany Bay Apartments PUD. LEGAL DESCRIPTION The subject property being 58.6+ acres, is located in Section 27, Township 48 South, Range 26 East, and is fully described as: A. The South 1/2 of the North 1/2 of the South 1/2 of the Southeast 1/4 of Section 27, Township 48 South, Range 26 East, less the East 100 feet for road right-of-way, Collier County, Florida. B. The South 1/2 of the South 1/2 of the Southeast 1/4 of Section 27, Township 48 South, Range 26 East, less the East 100 feet thereof for road right-of-way, Collier County, Florida. PROPERTY OWNERSHIP A. The subject property is owned by: James R. Jude, M.D. and Sallye G. Jude, 200 Edgewater Drive, Suite #609, Coral Gables, Florida 33133. B. The subject property is under purchase contract by: Sandspur Housing Partners, Ltd., Attn.: Deborah S. Johnson, 1551 Sandspur Road, Maitland, Florida 32751. GENERAL DESCRIPTION OF PROPERTY AREA A. The subject property is located on the western side of Collier Boulevard (formerly C.R. 951), approximately 4/5 mile south of Immokalee Road (unincorporated Collier County), Florida. B. The entire project site currently has Agricultural Zoning and is proposed to be rezoned to PUD. 1.5 1.6 1.7 PHYSICAL DESCRIPTION The project site is primarily located within the Harvey Drainage Basin according to the Collier County Drainage Atlas. The proposed outfall for the project is to the east to a new swale along the western side of Collier Boulevard. Natural ground elevation varies from approximately 11.7 to 13.6 NGVD; average site elevation is 12.6 NGVD. The entire site is located within FEMA Flood Zone "X" with no base flood elevation specified. The water management system of the project proposes the construction of a perimeter berm with crest elevation set at or above the 25-year, 3-day peak flood stage. Water quality pretreatment is proposed in the on-site lake system prior to ultimate discharge into the Island Walk PUD lake system. The water management system will be permitted by South Florida Water Management District (SFWMD) through the Environmental Resource Permit process. All rules and regulations of SFWMD will be imposed upon this project including but not limited to: storm attenuation with a peak discharge rate per Collier County and $FWMD rules, minimum roadway centerline, perimeter berm and finished floor elevations, water quality pre-treatment, and wetland hydrology maintenance. Per Collier County Soil Legend dated January 1990, the soil type found within the limits of the property is #2 - Holopaw Fine Sand, Limestone Substratum. Site vegetation consists predominantly of Pine Flatwoods except for a Melaleuca invaded transitional wetland area near the west portion of the property. PROJECT DESCRIPTION The Brittany Bay Apartments PUD is a project comprised of a maximum of 478 residential units. One hundred twenty-eight of these residential units are projected to be developed as an Affordable Housing Density Bonus rental apartment project and the remaining three hundred-fifty units as a typical multi- family project. Recreational facilities and other facilities and services will be provided in conjunction with the dwelling units. Residential land uses, recreational uses, and signage are designed to be harmonious with one another in a natural setting by using common architecture, quality screening/buffering, and native vegetation, whenever feasible. SHORT TITLE 4 This Ordinance shall be known and cited as the "Brittany Bay Apartments Planned Unit Development Ordinance". SECTION II PROJECT DEVELOPMENT REQUIREMENTS 2.1 PURPOSE The purpose of this Section is to delineate and generally describe the project plan of development, relationships to applicable County ordinances, the respective land uses of the tracts included in the project, as well as other project relationships. 2.2 GENERAL Regulations for development of the Brittany Bay ApartmentsPUD shall be in accordance with the contents of this document, PUD - Planned Unit Development District and other applicable sections and parts of the Collier County Land Development Code and Growth Management Plan in effect at the time of issuance of any development order to which said regulations relate which authorizes the construction of improvements, such as but not limited to Final Subdivision Plat, Final Site Development Plan, Excavation Permit and Preliminary Work Authorization. Where these regulations fail to provide developmental standards, then the provisions of the most similar district in the Land Development Code shall apply. Unless otherwise noted, the definitions of all terms shall be the same as the definitions set forth in the Collier County Land Development Code in effect at the time of building permit application. All conditions imposed and graphic material presented depicting restrictions for the development of the Brittany Bay Apartments PUD shall become part of the regulations which govern the manner in which the PUD site may be developed. All applicable regulations, unless specifically waived through a variance or separate provision provided for in this PUD Document, shall remain in full force and effect. Development permitted by the approval of this petition will be subject to a concurrency review under the provisions of Division 3.15, Adequate Public Facilities of the Collier County Land Development Code at the earliest, or next, to occur of either Final Site Development Plan approval, 2.3 Final Plat approval, or building permit issuance applicable to this development. DESCRIPTION OF PROJECT DENSITY OR INTENSITY OF LAND USES 2.4 2.5 2.6 A maximum of 478 dwelling units shall be constructed in the residential areas of the project. The gross project area is 58.6+ acres. The gross project density shall be a maximum of 8.16 units per acre. RELATED PROJECT PLAN APPROVAL REQUIREMENTS The general configuration of the land uses are iljustrated graphically on Exhibit "A", PUD Master Plan, which constitutes the required PUD Development Plan. Any division of the property and the development of the land shall be in compliance with the PUD Master Plan, Division 3.2 Subdivisions of the Land Development Code, and the platting laws of the State of Florida. The provisions of Division 3.3, Site Development Plans of the Land Development Code, when applicable, shall apply to the development of all platted tracts, or parcels of land as provided in said Division 3.3 prior to the issuance of a building permit or other development order. Appropriate instruments will be provided at the time of infrastructural improvements regarding any dedications to Collier County and the methodology for providing perpetual maintenance of common facilities. MODEL UNITS AND SALES FACILITIES In conjunction with the promotion of the development, residential units may be designated as models. Such model units shall be governed by Section 2.6.33.4 of the Collier County Land Development Code. Temporary sales trailers and construction trailers can be placed on the site after Site Development Plan approval and prior to the recording of Subdivision Plats, subject to the other requirements of Section 2.6.33.3 of the Land Development Code. PROVISION FOR OFF-SITE REMOVAL OF EARTHEN MATERIAL The excavation of earthen material and its stock-piling in preparation of water management facilities or to otherwise develop water bodies is hereby permitted. Off-site disposal is also hereby permitted subject to the following conditions. 7 Excavation activities shall comply with the definition of a "Development Excavation" pursuant to Section 3.5.5.1.3 of the Land Development Code, whereby off-site removal shall be limited to 10% of the total volume excavated but not to exceed 20,000 cubic yards. So All other provisions of Division 3.5, Excavation of the Land Development Code shall apply. 3.1 3.2 3.3 SECTION III RESIDENTIAL AREAS PLAN PURPOSE The purpose of this Section is to identify specific development standards for the Residential Areas as shown on Exhibit "A", PUD Master Plan. MAXIMUM DWELLING UNITS The maximum number of residential dwelling units within the PUD shall be 478 units. PERMITTED USES No building, structure or part thereof, shall be erected, altered or used, or land used, in whole or part, for other than the following: A. Permitted Principal Uses and Structures: 1. Single-family dwellings (includes zero-lot line). 2. Two-family dwellings and duplexes. 3. Multi-family dwellings (includes townhouses, garden apartments, villas, coach homes, and carriage homes). 4. Any other use deemed comparable in nature by the Development Services Director. B. Permitted Accessory Uses and Structures: 1. Customary accessory uses and structures including carports, garages, and utility buildings. a) Carports are permitted within parking areas. b) Garages are permitted at the edge of vehicular pavement. 2. Recreational uses and facilities including swimming pools, tennis courts, volleyball courts, fishing docks, walking paths, picnic areas, recreation buildings, and basketball/shuffle board courts. 9 Manager's residences and offices, temporary sales trailers, and model units. 4. Gatehouse. 5. Essential services, including interim and permanent utility and maintenance facilities. Water management facilities, including such facilities within any Native Habitat Preserve Areas. Recreational facilities, such as boardwalks, walking paths and picnic areas, within any Natural Habitat Preserve Areas, after the appropriate environmental review. Supplemental landscape planting within Natural Habitat Preserve Areas, after the appropriate environmental review. Any other accessory use deemed comparable by the Development Services Director. 3.4 DEVELOPMENT STANDARDS Table I sets forth the development standards for land uses within the Brittany Bay Apartments PUD. Front yard setbacks in Table I shall be measured as follows: If the parcel is served by a public or private right-of-way, the setback is measured from the adjacent right-of-way line. If the parcel is served by a non-platted private drive, the setback is measured from the back of curb or edge of pavement. If the parcel is served by a platted private drive, the setback is measured from the road easement or property line. 10 TABLE I RESIDENTIAL DEVELOPMENT STANDARDS STANDARDS Minimum Lot Area (per unit) Minimum Lot Width SINGLE-FAMILY 7,000 Sq. Ft. 60' Interior (1) Front Yard Setback Side Yard Setback I Story 2 Story 3 Story Rear Yard Setback Principal Structure 20' Accessory Structure 10' PUD Boundary Setback Principal Structure 20' Accessory Structure 20' Lake Setback (4) 20' Wetland Preserve Area Setback 25' Distance Between Structures Main/Principal 1-Story 2-Story 3-Story Accessory Structures Maximum Height: Principal Building Accessory Building Minimum Floor Area Lots 70' Corner Lots 20' 0' & 12' or both 6' 0' or both 1/2 BH 0' or both 1/2 BH TWO-FAMILY 5,000 Sq. Ft. 90' Interior Lots (1) (45')(2) 110' Comer Lots (55')(2) 20' 0' & 12' or both 6' 0' or both 1/2 BH 0' or both 1/2 BH 20' 10' 20' 20' 20' 25' 10' 10' 15' 15' 20' or SBH 20' or SBH 10' 10' 35' and 2 stodes35' and 2 stories 20'/Clubhouse 35'20'lClubhouse 35' 1200 Sq. Ft. 1100 Sq. Ft. MULTI-FAMILY NA NA NA 15' Greater of 7.5' or 1/2 BH Greater of 10' or 1/2 BH Greater of 12.5' or 1/2 BH 20°(3) 10' (1) May be reduced on cul-de-sac lots. Greater of 20' or BH 10' 20' 25' 15' 20' 20' or SBH 10; 45' and 3 stories 20'/Clubhouse 35' 1 bedroom = 600 Sq. Ft. 2 Bedroom = 750 Sq. Ft. 3 Bedroom = 900 Sq. Ft. (2) Minimum lot frontage in parenthesis applies in cases where a dwelling unit in a 2-family structure is on an individually platted lot. (3) All 3-story buildings shall be set back a minimum of 90' from Collier Boulevard right-of-way. (4) Lake setbacks are measured from the control elevation established for the lake. Note: "BH" refers to building height and "SBH" refers to sum of the building heights. 11 B. Off-Street Parkin.q and Loadin.q Requirements: Go Do Parking shall be as required by Division 2.3 of the Land Development Code in effect at the time of building permit application. Open Space/Natural Habitat Preserve Area Requirements: A minimum of sixty (60) percent open space, as described in Section 2.6.32 of the Land Development Code, shall be provided on-site for any residential project. A minimum of 11.39 acres of natural habitat areas shall be provided on-site, including both the under-story and the ground cover emphasizing the largest contiguous area possible. These natural habitat areas shall consist of at least 6.49 acres of native vegetation that is retained on-site as shown on the PUD Master Plan and up to 4.9 acres of native vegetation that is replanted elsewhere on-site, as described in Sections 3.9.5.5.3 of the Land Development Code. Landscapin.q and Buffering Requirements: If landscape buffers are determined to be necessary adjacent to wetland preserve areas, they shall be separate from those preserve areas. Landscaping and buffering shall be provided per Division 2.4. of the Collier County Land Development Code. No chain link or wood fencing shall be utilized along Collier Boulevard or within 100 feet of the Collier Boulevard right-of-way. Architectural Standards All buildings, lighting, signage, landscaping and visible architectural infrastructure shall be architecturally and aesthetically unified. Said unified architectural theme shall include: a similar architectural design and use of similar materials and colors throughout all of the buildings, signs, and fences/walls to be erected on all of the subject parcels. Landscaping and streetscape materials shall also be similar in design throughout the subject site. All roofs, except for carports, shall be peaked and finished in tile, metal, or architecturally-designed shingles (such as Timberline). 12 F. Signs Signs shall be permitted as described within Division 2.5 of the Collier County Land Development Code. 13 SECTION IV PRESERVE AREAS PLAN 4.1 PURPOSE The purpose of this Section is to identify specific development standards for the Preserve Areas as shown on Exhibit "^", PUD Master Plan. 4.2 PERMITTED USES No building, structure or part thereof, shall be erected, altered or used, or land used, in whole or part, for other than the following: A. Permitted Principal Uses and Structures: 1. Passive recreational areas. 2. Biking, hiking, and nature trails, and boardwalks. 3. Water management structures. 4. Native preserves and wildlife sanctuaries. o Supplemental landscape planting, screening and buffering within the Natural Habitat Preserve Areas, may be approved after Planning Services Environmental Staff review. All supplemental plantings within the Preserve Areas may be 100% indigenous native species. Any other use deemed comparable in nature by the Development Services Director. 14 5.1 5.2 5.3 SECTION V DEVELOPMENT COMMITMENTS PURPOSE The purpose of this Section is to set forth the commitments for the development of this project. GENERAL All facilities shall be constructed in strict accordance with Final Site Development Plans, Final Subdivision Plans and all applicable State and local laws, codes, and regulations applicable to this PUD, in effect at the time of Final Plat, Final Site Development Plan approval or building permit application as the case may be. Except where specifically noted or stated otherwise, the standards and specifications of the official County Land Development Code shall apply to this project even if the land within the PUD is not to be platted. The developer, his successor and assigns, shall be responsible for the commitments outlined in this document. The developer, his successor or assignee, shall follow the PUD Master Plan and the regulations of this PUD as adopted and any other conditions or modifications as may be agreed to in the rezoning of the property. In addition, any successor in title or assignee is subject to the commitments within this Agreement. PUD MASTER PLAN Exhibit "A", PUD Master Plan iljustrates the proposed development and is conceptual in nature. Proposed area, lot or land use boundaries or special land use boundaries shall not be construed to be final and may be varied at any subsequent approval phase such as Final Platting or Site Development Plan approval. Subject to the provisions of Section 2.7.3.5 of the Collier County Land Development Code, amendments may be made from time to time. So All necessary easements, dedications, or other instruments shall be granted to insure the continued operation and maintenance of all service utilities and all common areas in the project. 15 5.4 SCHEDULE OF DEVELOPMENT/MONITORING REPORT 5.5 5.6 A Site Development Plan shall be submitted per County regulations in effect at time of site plan submittal. The project is projected to be completed in two or three phases. The landowners shall proceed and be governed according to the time limits pursuant to Section 2.7.3.4 of the Land Development Code. B. Monitoring Report: An annual monitoring report shall be submitted pursuant to Section 2.7.3.6 of the Collier County Land Development Code. ENGINEERING This project shall be required to meet all County Ordinances in effect at the time final construction documents are submitted for development approval. So Design and construction of all improvements shall be subject to compliance with appropriate provisions of the Collier County Land Development Code, Division 3.2., Subdivisions and Division 3.3., Site Development Plans. WATER MANAGEMENT A copy of the South Florida Water Management District (SFWMD) Surface Water Permit Application shall be sent to Collier County Development Services with the SDP submittal. A copy of the SFWMD Surface Water Permit, SFWMD Right-of-Way Permit, and SFWMD Discharge Permit shall be submitted prior to Final Site Development Plan Approval. An Excavation Permit will be required for the proposed lake(s) in accordance with Division 3.5 of the Collier County Land Development Code and SFWMD Rules. All road impact fees must be paid prior to removal of material from the site. Lake setbacks from the perimeter of the PUD may be reduced to twenty- five (25) feet where a six (6) foot high fence or suitable substantial barrier is erected. The setback is measured from the top of the bank. Nothing may be placed within the required 20-foot lake maintenance easement. 16 5.7 UTILITIES 5.8 Water distribution, sewage collection and transmission and interim water and/or sewage treatment facilities to serve the project are to be designed, constructed, conveyed, owned and maintained in accordance with Collier County Ordinance No. 88-76, as amended, and other applicable County rules and regulations. TRAFFIC 5.9 The applicant shall be responsible for the installation of arterial level street lighting at any project entrance onto Collier Boulevard, prior to the issuance of any Certificates of Occupancy or Compliance. Road Impact Fees shall be paid in accordance with Ordinance 2000-56, as amended, and shall be paid at the time building permits are issued unless otherwise approved by the Board of County Commissioners. The project shall provide an interconnection to the abutting property to the north if deemed feasible by the Collier County Development Services staff during the site development plan review process. Sidewalks shall be provided along Collier Boulevard and internally within the Project. The Project shall dedicate up to sixty-five (65) feet of land to Collier County, located adjacent to Collier Boulevard, for the future widening of Collier Boulevard. The Project shall receive impact fee credits for this dedication and the land shall be dedicated at the earlier of construction plan approval or within ninety (90) days of being requested to make the dedication in writing by Collier County. Dedication procedures shall be as described within Section 2.2.20.3.7 of the Land Development Code. PLANNING 5.10 Pursuant to Section 2.2.25.8.1 of the Land Development Code, if during the course of site clearing, excavation or other construction activity a historic or archaeological artifact is found, all development within the minimum area necessary to protect the discovery shall be immediately stopped and the Collier County Code Enforcement Department contacted. ENVIRONMENTAL 17 Environmental permitting shall be in accordance with the State of Florida Environmental Resource Permit Rules and be subject to review and approval by the Current Planning Environmental Review Staff. Removal of exotic vegetation shall not be counted towards mitigation for impacts to Collier County jurisdictional wetlands. So All conservation areas shall be designated as conservation/preservation tracts or easements on all construction plans and shall be recorded on the plat with protective covenants per or similar to Section 704.06 of the Florida Statutes. Buffers shall be provided in accordance with Section 3.2.8.4.7.3 of the Collier County Land Development Code. In the event the project does not require platting, all conservation areas shall be recorded as conservation/preservation tracts or easements dedicated to an approved entity or to Collier County with no responsibility for maintenance and subject to the uses and limitations similar to or as per Section 704.06 of the Florida Statutes. Buffers shall be provided around any wetlands, extending at least fifteen (15) feet landward from the edge of wetland preserves in all places and averaging twenty-five (25) feet from the landward edge of wetlands. Where natural buffers are not possible, structural buffers shall be provided in accordance with the State of Florida Environmental Resources Permit Rules and be subject to review and approval by the Current Planning Environmental Staff. An exotic vegetation removal, monitoring, and maintenance (exotic-free) plan for the site, with emphasis on the conservation/preservation areas, shall be submitted to Current Planning Environmental Staff for review and approval prior to Final Site Development Plan/Construction Plan approval. 18 P I:l m.e~m. I PARtIERS, L'10.I~:"l :,~.i eOiaT.,. :_ AGREEMENT AUTHORIZING AFFORDABLE HOUSING DENSITY BONUS AND IMPOSING COVENANTS AND RESTRICTIONS ON REAL PROPERTY THIS AGREEMENT is made as of the ~ day of ,2000, by and between Sandspur Housing Partners, Ltd., 1551 Sandspur Road, Maitland, Florida 32751 (the "Developer") and the Collier County Board of County Commissioners (the "Commission"). RECITALS: A. 1. The Developer is a contract purchaser for a tract of real property described as: The South one-half(S 1/2) of the North one-half(N 1/2) of the South one-half(S 1/2) of the Southeast one-quarter (SE 1/4) of Section 27, Township 48 south, Range 26 East, less the East 100 feet for purposes of road right-of-way, together with 100% oil, gas and mineral rights thereto; and the South 2 of the South 2 of the Southeast 1/4 of Section 27, Township 48 South, Range 26 East, less the East 100 feet thereof for road right-of-way, both parcels situated and lying in Collier County, Florida, (The "Property"). 2. The legal and equitable owners are James R. Jude, M.D. and Sallye G. Jude, (the "Owners") 200 Edgewater Drive, Suite #609, Coral Gables, Florida 33133. The Property is under purchase contract by Sandspur Housing Partners, Ltd., 1551 Sandspur Road, Maitland, Florida 31751. It is the Developer=s intent to construct a maximum of 478 residential units (the "Units") at a density of 8.16 units per gross acre on the Property. The gross acreage of Property is 58.6 +/- acres. The number of affordable Units constructed by Developer shall be 128, representing 26.78 percent of the total number of residential Units in the development. 3. The Developer has a purchase contract to acquire the Property that is the subject of this Agreement from the Owners. As such, this Agreement can not, and does not become effective until the earlier of the following conditions has occurred: a. The Developer purchasing and closing on the Property, or b. The Owners joining in and executing this Agreement. Prior to recording this Agreement, the Developer must demonstrate compliance with either of the above 1 provisions. B. In order to construct the Units, 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 accor~ce with the strict limitations of said O~:dinance. C. The Commission is willing to grant a density bonus to the Developer authorizing the construction of 67 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 only as rental property. NOW, THEREFORE, in consideration of the approval and granting of the density bonus of 1.16 units per acre requested by the Developer 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 covenant and agree as fellows: 1. Recitals. The above recitals are true and correct and are incorporated herein by reference. 2. Developer Agreements. The Developer hereby agrees that it shall construct 128 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, Exhibit B, and Exhibit C, 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 the terms and conditions acceptable to the Developer in its sole discretion. Within forty-five (45) days of 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 definitions set forth in Section 4 of Collier County Ordinance No. 90-69 apply to the terms of this Agreement, as applicable. 2 b. The following provisions shall be applicable to the affordable Units: (1) Base 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 60 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. (2) 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. (3) 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 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 3 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 enforceright 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 occupying 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 Agreement 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 Agreement 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 ent'u'¢ household) to verify all regular sources of income (including the entire household). The most recent ycar's federal income tax return for the potential occupants (including the entire house, hold) may be used for the purpose of income verification, if attached to the Affordable Housing Applicant Income Verification form, which includes a statement to release information, tenant verification of the return, and a signatory 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 B, 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 housing unit under the affordable housing density bonus program. The Affordable Housing Applicant Income Certification form shall be provided bythe 4 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 other occupants; (ii) a description of the unit to be rented; (iii)the term of the lease; (vi) thc rental amount; (v) the use of the premises; (vi) monitoring and enforcement provisions, including disqualification of tenant; and (vii) the rights and obligations of the partics. Random inspection of files containing required documentation to vcrify occupancy in accordance with this Agreement and Ordinance No. 90-89, as amended, may bc conducted by the Housing and Urban Improvement Director. (4) Disqualification of Tenant. In the event that tenant qualification is not subsequently confirmed by the Housing and Urban Improvement Director or his designee, 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 era 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 evcntuality shall be expressly detailed in the lease agreement between Developer and tenant. (5) 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 information 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 5 Improvement 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 fifty dollars ($50.00) per day unless a written extension not to exceed thirty (30) days is requested prior to expiration of the sixty (60) day submission deadline. No more than one such extension may be granted in a single year. (6) Occupancy Restrictions. No Affordable Unit in any building or structure on the Property shall be occupied by the Developer, any person related to or affiliated with the Developer, orby a resident manager. 3. Density Bonus. The Commission hereby acknowledges that the Developer has met all required conditions to quali~ for a density bonus, in addition to the base residential density of 7 units per acre, and is therefore granted a density bonus of 1 ~ 16 density bonus units per acre, for a total (total = density bonus units per acre X gross acreage) of 67 density bonus units, pursuant to Collier County Affordable Housing Density Bonus Ordinance No. 90-89. The Commission further agrees that the Developer may ¢oustruet thereon, in the aggregate a maximum number of 478 units on the Property provided the Developer is able to secure building permit(s) fi'om Collier County. 4. Commission Agreement. During the term of this Agreement, the Commission acting through the Housing and Urban 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 be a violation of this Agreement and the Collier County Affordable Housing Density Bonus Ordinance to rent, sell or occupy, or attempt 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 false or misleading information with respect to any information required or requested by the Housing 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 ~foree the terms of this Agreement The method 6 of enforcement for a breach 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 Code Enforcement Board Proceedings. Whenever it is determined that there is a violation of this Agreement that should be enforced before the Code Enforcement Board, then a Notice of Violation shall be issued and sent by the Housing and Urban Improvement Director by certified return-receipt requested U.S. Mail, 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 authodzecl by the Board of County Commissioners, shall specify the violation or 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 Board. c. Certificate of Occupancy. In the event that the Developer fails to maintain the affordable units in accordance with this Agreement or with Ordinance No. 90-89, as amended, at the option of the Commission, building permits or certificates of occupancy, as applicable, may be withheld for any future planned or otherwise approved unit located or to be located upon the Property until the entire project is in full compliance with this Agreement and with Ordinance No. 90-89, as amended. 6. Assignment by Commission. The Commission may assign all or part of its obligations under this Agreement to any other public agency having jurisdiction over the Property 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 interest to the Property without the express written 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. Severability. If any section, phrase, sentence or portion of this Agreement 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 all other provisions shall remain effective and binding on the parties. 8. Notice. Any notices desired or required to be given under this Agreement shall be in writing 7 and shall either be personally delivered or shall be sent by mail, postage prepaid, to the parties at the following a(]~CSSCS: To the Commission: Housing & Urban Improvement Dept. 2800 N. Horseshoe Drive Naples, Florida 34104 To the Developer:Sandspur Housing Partners, Ltd. c/o Deborah S. Johnson 1151 Sandspur Road Maitland, Florida 32751 Any party may change the address to which notices are to be sent by notifying the other party of such new address in the manner set forth above. 9. Authority to Monitor. The parties hereto acknowledge that the Director of Collier County Housing and Urban Improvement or his designee shall have the authority to monitor and enforce Developer=s obligations hereunder. l 0. Indemnify. The Developer hereby agrees to protect, defend, indemnify and hold Collier County and its officers, employees, and agents harmless from and against any and all claims, penalties, damages, losses and expenses, professional fees, including, without limitation, reasonable attorney's fees and all costs of litigation 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 fiae performance of this Agreement. I I. Covenants. The Developer agrees that all of its obligations hereunder shall constitute covenants, restrictions, and conditions which shall run with the !and and shall be binding upon 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 below. The Developer may at its option, designate a portion of the Property to be set aside to meet the affordable units requirement set forth in this Agreement. The Developer shall be limited to the construction of 350 units on the portion of the property not designated to meet the affordable units required by this Agreement. To evidence the Developer--s election to designate a portion of the property to meet the affordable units requirement, the Developer may record a notice in the official record of 8 T Collier County identifiding the portion of the property designated to meet the affordable units requirement. 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 in interest for the performance of said obligations. 12. Recording. This Agreement shall be recorded at Developer's 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. 14. Termination. Each affordable housing unit shall be restricted to remain and be maintained as the type of affordable housing rental unit (low or very low income) designated in accordance with this Agreement for at least fifteen (15) years from the date ofigsuance of a Certificate of Occupancy for such unit. After fifteen (15) years this Agreement may terminate upon a date mutually agreed upon by the parties and stated in writing. Modification. This Agreement shall be modified or amended only by the written agreement of 15. 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, familial 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 unit. c. The Developer agrees to be responsible for payment of any real estate commissions and fees assessed in the rental or purchase of affordable units. 9 d. The affordablc housing units in the development shall bc identified on all building plans submitted to the county and described in the Developer Application for Affordable Housing Density Bonus. ¢. from, the market rate dwelling units in the development. f. The squarc footagc, construction and dcsign of the affordablc housing units shall be the same as market rate dwelling units in the development. All physical amenities in the dwelling units, as described in item number seven (7) of the Developer Application for Affordable Housing Density Bonus shall be the same for market rate units and affordable units. For developments where construction takes place in more than one phase, all physical amenities as described in item number seven (7) of the Developer Application for Affordable Housing Density Bonus shall be the same in both the market rate units and the affordable units in each phase. Units in a subsequent phase may contain different amenities than units in a previous phase so long as the amenities for market rate units and affordable 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. Disclosure. 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. 18. Consistency. This Agreement and authorized development shall be consistent with the Growth Management Plan and land development regulations of Collier County that are in effect at the time of development. Subsequently adopted laws and policies shall apply to this Agreement and to the development to the extent that they are not in conflict with the number, type of affordable housing units and the amount of affordable housing density bonus approved for the development. 19. Affordable Housing Density Bonus Development Agreement. This Agreement is a distinct and separate agreement from development agreements as defined by Chapter 163.3220, Fla. Stat. (1989) and as amended. The affordable housing units shall be intermixed with, and not segregated . 10 20. Proapplication. Developer has executed and submitted to the Development Services Director the Developer Application for Affordable housing Density Bonus, a copy of which is attached to this Agreement as Appendix C and incorporated by reference herein. 21. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. 22. Further Assurances. The parties hereto shall execute and deliver, in recordable form if necessary, any and all documents, certificates, instruments, and agreements which may be reasonably required in order to effectuate the intent of this Agreement. Such documents shall include but not be limited to any document requested by the Developer to exhibit that this Agreement has terminated in accordance with the provisions of paragraph 14 above. 1N WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as ofth~ day and yearfirst~above written. -: ~:" ."~'~+~ DW~GHT~,E~. BROCK, Clerk ~ ~' .~ , ,.- · . '" ..... Approv~ ~ to fo~ ~d legal sufficient: Pa~ck G. ~ite Assistant County Attorney BOARD OF COUNTY COMMISSIONERS 11 Witnesses: DEVELOPER Sandspur Housing Partners, Ltd. Print Name Print Name Print name: .(rifle) STATE OF FLORIDA ) COUNTY OF COLLIER ) The foregoing Agreement Authorizing Affordable Housing Density Bonus And Imposing Covenants and Restrictions On Real Property was acknowledged before me IJy , as of Sandspur Holdings, Ltd.. WITNESS my hand and official seal this ~ day of ,2000. Notary Public My Commission Expires: 12 APPENDIX A~ EXHIBIT A NUMBER OF AFFORDABLE HOUSING RENTAL UNITS/MONTHLY BASE RENTS NUMBER OF UNITS BASE RENT Single Multi Single Multi Family Family Family Family LOW INCOME Efficiency 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom TOTAL VERY LOW INCOME Efficiency 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom TOTAL (1) (2) (3) (4) (5) 64 26 12 102 - $715.00 - $802.00 - $881.00 16 $583.00 6 $649.0O 4 - $710.00 26 - - Base residential density allowed in this development: 7 units/acre. Gross acreage: 58.6 +/-. Maximum number of affordable housing density bonus units allowed in this development pursuant to Section 7 Ordinance 90-89:6.89 units/acre. Gross residential density of this development (including affordable housing density bonus units) 8.16 units/acre. Percentage of affordable units pledged by the developer (as a percent of the total number units in the development) 26.78 %. 13 APPENDIX A~ EXHIBIT B AFFORDABLE HOUSING DENSITY BONUS RATING SYSTEM Section 7, Ordinance No. 90-89, provides for calculation of a density bonus for developers pledging to construct affordable units within their development. Included in this Exhibit B 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 shown 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 shown in Table A. Al~er 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 1/10th 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 (AHDB) of 4.4 residential dwelling units per gross acre for the development. Where more than one type of affordable housing unit (based on level 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 B. After the affordable housing density bonus calculations for each type of affordable housing unit have been completed in Table B, 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. 14 APPENDIX A~ EXHIBIT B AFFORDABLE HOUSING DENSITY BONUS RATING SYSTEM TABLE A: AFFORDABLE HOUSING DENSITY BONUS RATING LEVEL OF HOUSEHOLD INCOME NUMBER OF BEDROOMS/UNIT EFFICIENCY 2 3 OR AND 1 MORE MODERATE (OWNER-OCCUPIED, SINGLE-FAMILY) LOW (OWNER-OCCUPIED OR RENTAL SINGLE-FAMILY OR MULTI- FAMILY) VERY LOW (OWNER OCCUPIED OR RENTAL, SINGLE-FAMILY OR MULTI-FAMILY) 0 1' 1' 2 3 4 3 4 5 *For cjuster housing developments in the Urban Coastal Fringe, add 1 density bonus to obtain 2. TABLE B: AFFORDABLE HOUSING DENSITY BONUS (ADDITIONAL AVAILABLE DWELLING UNITS PER GROSS ACRE) AFFORDABLE HOUSING DENSITY BONUS RATING % OF AFFORDABLE HOUSING UNITS 10% 20% 30% 40% 1 0 0 1 2 2 0 1 2 3 3 2 3 4 5 4 3 4 5 7 5 4 5 7 8 Please calculate your density bonus in the space provided below. Attach additional pages if necessary. See attached Density Bonus Calculation. 15 DENSITY BONUS CALCULATION LOW INCOME #Bedrooms #Units. Bonus Rating 2 BR 64 3 3 BR 26 4 4 BR 12 4 TOTAL #LOW INCOME UNITS 102 Bonus Units 2.7 1.6 .75 VERY LOW INCOME #Bedrooms #Units Bonus Rating Bonus Units 2 BR 16 4 1 3 BR 6 5 .5 4 BR 4 5 .34 TOTAL #VERY LOW INCOME UNITS 26 TOTAL POTENTIAL AFFORDABLE HOUSING BONUS UNITS PER ACRE REQUESTED AFFORDABLE HOUSING BONUS UNITS PER ACRE 6.89 1.16 16 APPENDIX A~ EXHIBIT C INCOME AND RENT LEVELS FOR THE LOW AND MODERATE INCOME Pursuant to the Impact Fee Ordinances, adopted by the Board of County Commissioners, December 16, 1992, moderate income is 61% to 80% of the median income, low income is 51% to 60% of the median income and very low income is less than 50% of the median income. $59,100 MEDIAN INCOME 1999 Naples, MSA (Collier County) NUMBER OF MEMBERS IN FAMILY 100% 41,400 47,300 53.200 59,100 63,800 68,600 73,300 78,000 80% 33,100 37,800 42,550 47,300 51,050 54,850 58,650 62,400 60% 24,840 28,380 31,920 35,460 38,280 41,160 43,980 46,800 50% 20,700 23,650 26,600 29,550 31,900 34,300 36,650 39,000 RECOMMENDED RENTAL RATES The Florida Housing Finance Corporation (FHFC) calculates rents to use in the State Apartment Incentive Loan (SAIL) and the Low-Income Rental Housing Tax Credit (LIHTC) programs. The rents given below are based on 1999 data from FHFC. Utility costs are provided from the County's Section 8 Rental Assistance Program which is administered by the Collier County Housing Authority. HOUSING COSTS BASED ON 30% FAMILY INCOME ONE BEDROOM TWO BEDROOM UNIT UNIT UNIT THREE THREE BEDROOM UNIT 100% 1,108 1,330 1,536 1,714 80% 886 1,063 1,229 1,371 60% 665 798 921 1,029 50% 554 665 768 857 LOCATION Naples and Coastal Collier County Immokalee and East of Everglades Blvd. Golden Gate UTILITY ALLOWANCES ONE B/R TWO B/R THREE B/R ~OUR B/R UNIT UNIT UNIT UNIT 71.00 91.00 128.00 156.00 67.00 106.00 148.00 173.00 96.00 144.00 186.00 211.00 YOU MUST DEDUCT UTILITIES TO CALCULATE NET RENTS, APPENDIX B, EXHIBIT A PRELIMINARY APPLICATION FOR AFFORDABLE HOUSING UNIT 17 Date Occupancy Desired: Deposit:__ Your Name: Date of Application: Amt. Of Sec. Race/National Origin: Handicap: Yes__ No Co-Tenant Name Race/National Origin: Handicap: Yes ~ No Present Address: Telephone No. Name of Landlord Street City State Zip How Long at this Address: Landlord=s Address: Street City State Zip Telephone No. If you have resided at your present address less than 3 years, please state previous address: Street City No. Name of Previous Landlord State Zip Telephone Street City No. APPLICANT: Present Employers Name State Zip 'Telephone Address and Telephone No. How long with Present Employer: Title Gross Salary: Hourly $ $ Social Security Number Weekly $ Job Every 2 Weeks $__ Birth Date Monthly Previous Employers 18 Name Address and Telephone No. How long with Previous Employer Title Job CO-TENANT: Present Employers Name Address and Telephone No. How long with Present Employer: Title Gross Salary: Hourly $ $ Social Security Number Weekly $__ Job Every 2 Weeks $ Birth Date Monthly Previous Employers Name Address and Telephone No. How long with Previous Employer Job Title NAMES OF ALL WHO WILL OCCUPY APARTMENT I[IIRTH DATE s~.x fi{;E ,S, ,OCIAL SECURITY PERSONAL REFERENCES (Not Relatives) 1. Name: Address: 2. Name: Address: How Long Known: How Long Known: 19 APPENDIX B, EXHIBIT B AFFORDABLE HOUSING APPLICANT INCOME VERIFICATION Date: Applicant=s Name: Co-Tenant=s Name: Present Address: Social Security Number Social Security Number Street City State Zip Telephone No. I hereby make application for an apartment at Brittany Bay Apartments. I hereby declare and reveal all of my sources of income. I am aware that to leave out, omit or fail to report my assets or forms of income from pensions, stocks, bonds, real. property rent, sale or ownership is a fraudulent act punishable by law. Knowingly falsifying information on this form is cause for refusal of occupancy. I hereby certify that this will be my permanent residence and that I have no other assisted housing. I understand that this information is for the purpose of computing my annual income to determine my qualification to rent/buy an affordable housing unit. I understand that I am not required to surrender my ownership or rights or claimed property, pensions or capital gains, etc. Aoolicant Co-Tenant Amount Frequency Amount Frequency Received of Pay Received of Pay Wages/Salary $__ $ $. $ Bonuses $ $ $ $ Tips $__ $ $ $ Commissions $ $ $ $ Interest Income $__ $ $ $ Trust Fund Income $__ $. $ $ Unemployment $.__ $ $. $ Workman=s Compensation $__ $ $ $ Welfare $ $ $ $ Food Stamps $__ $ $ $ Social Security $ $ $ $ Social Security Disability $__ $ $ $ Supplemental SSI $__ $ $ $ Family Assistance $__ $ $ $ Child Support $__ $ $ $ Veterans Benefits $__ $ $ $ Widows Benefits $__ $ $ $ Union Pension $__ $ $ $ Self-Employment Business, Silent Panner, etc. $__ $ $ $ Private Insurance Pension $__ $ $ $ TOTAL ANNUAL INCOME $ $ $ $ THE VERIFICATION HERE REQUESTED MAY TAKE THE FORM YEAR=S INCOME TAX RETURN FOR EACH OCCUPANT WHO OCCUPY THE AFFORDABLE UNIT. OF THE MOST RECENT HAS FILED AND WILL THE SAME MUST BE EXECUTED FOR EACH OCCUPANT OF THE HOUSEHOLD WHO CONTRIBUTED TO THE ANNUAL HOUSEHOLD INCOME. FAII.URE TO REPORT ALL SOURCES OF HOUSEHOLD INCOME WILL RESULT IN DISQUALIFICATION FOR TENANCY IN AFFORDABLE HOUSING UNIT. 20 APPLICANT: APPENDIX B, EXHIBIT B AFFORDABLE HOUSING APPLICANT INCOME VERIFICATION Present Employer: Address:~ Street (Applicant) on this verification form. Job Title: city State Zip hereby authorize the release of information requested STATE OF FLORIDA ) ) ss COUNTY OF COLLIER) Signature of Applicant The foregoing was acknowledged before me by Witness my hand and official seal thisday of ,2000. Notary Public My Commission Expires: EMPLOYER VERIFICATION Applic~mt=s Gross Annual Income or Rate or Pay: $ Number of Hours Worked (Weekly): Frequency of Pay: Amount of Bonuses, Tips, or other Compensation Received: $ Monthly $ Annually STATE OF FLORIDA ) ) ss COUNTY OF COLLIER) The foregoing was acknowledged before me by Witness my hand and official seal this day of Supervisor ,2000. Notary Public My Commission Expires: THE VERIFICATION HERE REQUESTED MAY TAKE THE FORM OF THE MOST RECENT YEAR=S INCOME TAX RETURN FOR EACH OCCUPANT WHO HAS FILED AND WILL OCCUPY THE AFFORDABLE UNIT. 21 APPENDIX C DEVELOPER APPLICATION FOR AFFORDABLE HOUSING DENSITY BONUS Pursuant to the requirements of the Collier County Affordable Housing Density Bonus Ordinance No. 90-89, Section 6.4, please complete this form and submit it with any accompanying documentation to the Development Services Director, 2800 North Horseshoe Drive, Naples, Florida 34104. A copy must also 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; PUD - 58.6 +/- acres. Density bonus? X If yes, state date of application number N/A 3. Has an application for rezoning been requested in conjunction with the affordable housing Yes No 6/16/00 and if the request has been approved, state the Ordinance Gross density of the proposed development: 8.16 units/acre. Gross acreage of the proposed development: 58.6 +/- acres. 4. Are affordable housing density bonus units sought in conjunction with an application for a planned unit development (PUD)? X Yes No. If yes, please state name and location of the PUD and any other identifying information. Brittany Bay Apartments PUD on the western side of CR-951, approximately 4/5 miles south of Immokalee Road, unincorporated Collier County. 5. Name of applicant: Sandspur Housing Partners, Ltd. Name of land developer if not the same as Applicant: same 6. Please complete the following tables as they apply to the proposed development. 22 TABLE I Total Number of Units in Development TABLE H Type of Owner Unit R~ntal Occupied Efficiency - - One Bedroom 62 - Two Bedroom 215 - Three Bedroom 145 - Other Bedroom 56 - TOTAL 478 - Number of Affordable Housing Units MODERATE INCOME Efficiency I Bedroom 2 Bedroom 3 Bedroom Other TOTAL Total Number of Affordable Units in Development Proposed Use for Density Bonus Units Owner Owner Renta.! Occupied Rental Occupied LOW INCOME Efficiency I Bedroom 2 Bedroom TOTAL 64 - 26 - 12 - 102 - 64 26 12 102 23 Total Number of Affordable Units in Development Rental Owner Occupied Proposed Use for Density Bonus Units Rental VERY LOW INCOME Efficiency - . I Bedroom - . 2 Bedroom 16 - 16 3 Bedroom 6 6 Other 4 - 4 TOTAL 26 - 26 Owner Occupied 7. Please provide a physical description of the affordable units by type of unit (moderate, low, very low income) and by number of bedrooms. Include in your description, for example, the SCluare footage of each type of unit, floor coverings used throughout the unit (carpeting, tile, vinyl flooring); window treatments; appliances provided such as washer/dryer, dishwasher, stove, refrigerator; bathroom amenities, such as ceiling exhaust fans; and any other amenities as applicable. Attach additional pages. See attached Project Description for Brittany Bay Apartments dated September 2000. Please supply any other information which would reasonably be needed to address this request for an affordable housing density bonus for this development. Attach additional pages. wpd~.wkelly. wpformcolli~.rafihodenbonu~2.wpd 24 STATE OF FLORIDA) COUNTY OF COLLIER) I, DWIGHT 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 of: ORDINANCE NO. 2000-77 Which was adopted by the Board of County Commissioners on the 28th day of November, 2000, during Regular Session. WITNESS my hand and the official seal of the Board County Commissioners of Collier County, Florida this 29t~da~ of Nove~er, 2000. Deputy Clerk '"' ...........'