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Agenda 10/23/2018 Item #16D 610/23/2018 EXECUTIVE SUMMARY Recommendation to approve three (3) State Housing Initiative Partnership (SHIP) Sponsor Agreements with FL Star Construction, LLC in the amount of $300,000, JLH Sustainable Housing, LLC in the amount of $150,000, and Habitat for Humanity of Collier County, Inc. in the amount of $400,000, for the Construction Assistance strategy and allow the Chairman to release the Sponsor’s note and mortgage upon sale to a homebuyer. OBJECTIVE: To continue to promote affordable housing strategies for very-low, low, and moderate- income persons through the SHIP Program. CONSIDERATIONS: The William E. Sadowski Affordable Housing Act provides funding to local communities to promote and advance affordable housing initiatives. Funds are generated through documentary stamp tax on real estate transactions. Under the SHIP Program, Collier County and the City of Naples receive funds from the State of Florida through the Florida Housing Finance Corporation to undertake eligible activities. On September 26, 2017, Agenda Item #11A, the Board of County Commissioners (Board) approved the amendment to the FY2016-2019 LHAP to include the new Construction Assistance Strategy. On October 10, 2017, Agenda Item 11E, the Board approved a new Construction Assistance Strat egy to benefit victims of Hurricane Irma. The strategy allows the County to use SHIP funds for the construction of new affordable housing for very-low, low, and moderate-income households. Each Sponsor will receive $50,000 per completed housing unit upon receipt of a Certificate of Occupancy. The Sponsor will sell each housing unit to a Collier County referred applicant. Priority will be given to those persons displaced by Hurricane Irma who had their homes destroyed or substantially damaged. In additio n, priority will also be given to those who meet the Special Needs criteria. Community and Human Services (CHS) staff advertised an application cycle to secure for -profit or non- profit organizations to implement the new Construction Assistance strategy. CHS staff received four (4) applications in response, from FL Star Construction, LLC, JLH Sustainable Housing, LLC, Right Built USA, and Habitat for Humanity of Collier County, Inc. A review panel recommended funding be awarded to all four (4) applicants. On August 21, 2018, Right Built USA provided notification to CHS that they would be unable to move forward with the agreement and declined the award. The following is a summary of each of the recommended awards: FL Star Construction, LLC operates as a for-profit builder in Southwest Florida. The Sponsor Agreement provides FL Star with $300,000 to construct six (6) single family homes to provide affordable housing for all income categories up to and including Moderate (120% AMI) with priority given to those families displaced by Hurricane Irma. JLH Sustainable Housing, LLC operates as a for-profit builder in Southwest Florida. The Sponsor Agreement provides JLH Sustainable Housing, LLC with $150,000 to construct three (3) single family homes to provide affordable housing for all income categories up to and including Moderate (120% AMI) with priority given to those families displaced by Hurricane Irma. Habitat for Humanity of Collier County, Inc. operates as a non-profit in Southwest Florida serving low income families. The Sponsor Agreement provides Habitat with $400,000 to construct eight (8) single family homes to provide affordable housing with priority given to those families displaced by Hurricane Irma. 16.D.6 Packet Pg. 1025 10/23/2018 Once a site is selected, the funds will be secured against the property/Sponsor with a $50,000 note and mortgage in favor of Collier County. Staff is requesting that upon eventual sale to a homeowner, the Board allow the Chairman to release the note and mortgage against the Sponsor, without full Board approval, to allow a new note and mortgage to be recorded against the new homeowner and be executed at the time of closing. The note and mortgage will be for a period of fifteen (15) years in the amount of $50,000. FISCAL IMPACT: The funds are available in SHIP Grant Fund (791), Project 33525. The proposed action does not have any impact on the General Fund. LEGAL CONSIDERATIONS: This Item has been approved for form and legality and requires a majority vote for Board approval. - JAB GROWTH MANAGEMENT IMPACT: Acceptance of these agreements will allow the County to expand affordable housing opportunities for its citizens and further the goals of the Housing Element of the Collier County Growth Management Plan. RECOMMENDATION: To approve and authorize the Chairman to sign three (3) State Housing Initiative Partnership Sponsor Agreements with FL Star Construction, LLC in the amount of $300,000, JLH Sustainable Housing, LLC, in the amount of $150,000, and Habitat for Humanity of Collier County, Inc. in the amount of $400,000, for the Construction Assistance strategy and allow the Chairman to release the Sponsor’s note and mortgage upon sale to a homebuyer. Prepared By: Don Luciano, Grants Coordinator, Community and Human Services Division ATTACHMENT(S) 1. JLH Sustainable NEW CONSTRUCTION AGREEMENT (PDF) 2. Habitat New Construction Agreement (PDF) 3. FL Star New Construction Agreement (PDF) 16.D.6 Packet Pg. 1026 10/23/2018 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.6 Doc ID: 6925 Item Summary: Recommendation to approve three (3) State Housing Initiative Partnership (SHIP) Sponsor Agreements with FL Star Construction, LLC in the amount of $300,000, JLH Sustainable Housing, LLC in the amount of $150,000, and Habitat for Humanity of Collier County, Inc. in the amount of $400,000, for the Construction Assistance strategy and allow the Chairman to release the Sponsor’s note and mortgage upon sale to a homebuyer. Meeting Date: 10/23/2018 Prepared by: Title: – Community & Human Services Name: Donald Luciano 10/01/2018 10:43 AM Submitted by: Title: Manager - Federal/State Grants Operation – Community & Human Services Name: Kristi Sonntag 10/01/2018 10:43 AM Approved By: Review: Community & Human Services Lisa Carr Additional Reviewer Completed 10/01/2018 11:22 AM Community & Human Services Leslie Davis Additional Reviewer Completed 10/01/2018 11:52 AM Community & Human Services Kristi Sonntag Additional Reviewer Completed 10/01/2018 6:21 PM Community & Human Services Maggie Lopez Additional Reviewer Completed 10/02/2018 2:55 PM Public Services Department Kimberley Grant Level 1 Reviewer Completed 10/03/2018 1:27 PM Public Services Department Todd Henry Level 1 Division Reviewer Completed 10/04/2018 11:04 AM Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 10/09/2018 9:50 AM County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 10/11/2018 10:43 AM Grants Erica Robinson Level 2 Grants Review Completed 10/12/2018 10:38 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 10/12/2018 11:08 AM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 10/12/2018 11:13 AM County Attorney's Office Emily Pepin CAO Preview Completed 10/12/2018 11:35 AM Budget and Management Office Ed Finn Additional Reviewer Completed 10/12/2018 6:02 PM Grants Therese Stanley Additional Reviewer Completed 10/15/2018 9:08 AM County Manager's Office Heather Yilmaz Level 4 County Manager Review Completed 10/16/2018 1:19 PM 16.D.6 Packet Pg. 1027 10/23/2018 Board of County Commissioners MaryJo Brock Meeting Pending 10/23/2018 9:00 AM 16.D.6 Packet Pg. 1028 16.D.6.a Packet Pg. 1029 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1030 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.aPacket Pg. 1031Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1032 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1033 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1034 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1035 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1036 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1037 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1038 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1039 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1040 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1041 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1042 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1043 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1044 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1045 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1046 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1047 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1048 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1049 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1050 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1051 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1052 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.aPacket Pg. 1053Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1054 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1055 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1056 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) 16.D.6.a Packet Pg. 1057 Attachment: JLH Sustainable NEW CONSTRUCTION AGREEMENT (6925 : SHIP Construction Assistance Agreements) Grant: SHIP ir,HAP FY 2016-2019: Activitv: Homeownership Proiect: New Construction Sponsor: I Habitat for Humanity of Collier Countv, Inc. I Agreement#: SHCON18-001 CSFA #: 52.901 DUNS #: 080676690 FEIN: 159-1834379: Fiscal Year: t2017-18· Monitoring: End: 109/30/2020'. AGREEMENT BETWEEN COLLIER COUNTY AND !HABITAT FOR HUMANITY OF COLLIER COUNTY, INC. I THIS AGREEMENT is made and entered into this [ I day of I, �018;, by and between Collier County, a political subdivision of the State of Florida, ("COUNTY" or Grantee") having its principal address as 3339 E. Tamiami Trail, Suite 21 1, Naples FL 34112, and Habitat for Humanity of Collier County, Iuc., hereinafter referred to as "SPONSOR", a !private for-profit corporation !existing under the laws of the State of Florida, having its principal office at 111145 Tamiami Trail East, Naples, FL 34113!. WHEREAS, the William E. Sadowski Affordable Housing Act adopted by the State of Florida in 1992 provided a dedicated revenue source for affordable housing in Florida and created the State Housing Initiatives Pattnership (SHIP) Program; and WHEREAS, the State Housing Initiative Program is established in accordance with Section 420.907-9079, Florida Statutes and Chapter 67-37, Florida Administrative Code; and WHEREAS, the COUNTY is a paiticipant in the State Housing Initiatives Pattnership Program; and WHEREAS, pursuant to the State Housing Initiatives Partnership Program, the COUNTY is undettaking cettain activities to primarily benefit persons or households earning not greater than 120% of median annual income adjusted for family size; and WHEREAS, the Fiscal Year �016-2019 lr,ocal Housing Assistance Plan, as amended, was adopted by the Board of County Commissioners on (April 26, 2016, Resolution No. 2016-751; and WHEREAS, the COUNTY and the SPONSOR desire to provide new construction, in accordm1ce with this Agreement and the aforementioned Local Housing Assistance Plans; and 16.D.6.b Packet Pg. 1058 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1059 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1060 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1061 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1062 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1063 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1064 Attachment: Habitat New Construction Agreement (6925 : SHIP Construction Assistance Agreements) 16.D.6.b Packet Pg. 1065 Attachment: Habitat New Construction Agreement (6925 : SHIP 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