Agenda 11/13/2018 Item #16D1411/13/2018
EXECUTIVE SUMMARY
Recommendation to approve and submit the 2018 State Housing Initiatives Partnership (SHIP)
Incentive Review and Recommendation report to Florida Housing Finance Corporation as required
by Section 420.9076 (4), Florida Statute.
OBJECTIVE: To comply with Section 420.9076 (4), Florida Statute and provide a triennial report that
evaluates the implementation of affordable housing incentives in eleven (11) required areas.
CONSIDERATIONS: Collier County, as a SHIP recipient, is to prepare a report every three (3) years
that reviews established affordable housing policies, procedures, ordinances, land development
regulations, and the local Comprehensive Plan. At a minimum, the Affordable Housing Advisory
Committee (AHAC) shall submit a report to the Board of County Commissioners (Board) that evaluates
the implementation of the eleven (11) statutorily required affordable housing incentives. The report is a
joint effort between County staff and the AHAC.
The eleven (11) specific incentives are: Expedited Permitting for affordable housing, Impact Fee Waivers,
Deferrals, or Modification, Density Flexibility, Reservation of Infrastructure, Allowance of Accessory
Dwelling Units, Reduction of Parking and Setbacks Requirements, Flexible Lot Configurations,
Modification of Street Requirements, Oversight of policies, regulations, and other provisions that could
impact housing affordability, Locally Owned Public Land Inventory, and Proximity of Development Near
Transportation, Employment, and Mixed-Use.
AHAC has reviewed all these required incentives, and considered many others, since 2016, during the
joint efforts to develop the Community Housing Plan accepted by the Board in October 2017.
The Collier County 2018 Incentive Review and Recommendation (Draft) Report was provided to AHAC
members at their October 1, 2018 meeting. An updated Report was provided a public hearing at the
AHAC meeting on October 22, 2018. An advertisement and summary of the Triennial Report, and notice
of the AHAC meeting, was published in the Naples Daily News on October 17, 2018. In addition, the
Triennial Report was also made available on the Community & Human Services (CHS) website.
There were no written or oral public comments received prior to or at the October 22, 2018 public
meeting. The 2018 Triennial report was reviewed, discussed, and recommended, by a 6-0 vote, for Board
approval.
The Report is due to the Florida Housing Finance Corporation by December 31st, 2018. The Board has
ninety (90) days from submittal of the Triennial Report to take action on the recommendations and amend
the Local Housing Assistance Plan (LHAP) to include new or amended incentives. In early 2019, staff
will present a new three (3) year SHIP LHAP for Board review and adoption, incorporating additional
incentives for the development of housing that is affordable for community residents.
FISCAL IMPACT: The Triennial report is a SHIP statutory requirement. There is no Fiscal impact.
LEGAL CONSIDERATIONS: This Item is legally sufficient and requires a majority vote for Board
action. -JAB
GROWTH MANAGEMENT IMPACT: The SHIP Program assists Collier County in addressing goals
and objectives in the Housing Element of the Growth Management Plan.
RECOMMENDATION: To approve and submit the 2018 SHIP Incentive Review and Recommendation
report to Florida Housing Finance Corporation as required by Section 420.9076 (4), Florida Statute.
Prepared By: Susan Golden, Sr. Housing and Grants Coordinator, Community and Human Services
Division
16.D.14
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11/13/2018
ATTACHMENT(S)
1. AHAC appr 2018 SHIP Triennial rpt - KS CG 10-22-18 AHACmtg-KG (DOCX)
2. [linked] Community Housing Plan Final 032218-1420 (PDF)
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11/13/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.14
Doc ID: 7127
Item Summary: Recommendation to approve and submit the 2018 State Housing Initiatives
Partnership (SHIP) Incentive Review and Recommendation report to Florida Housing Finance
Corporation as required by Section 420.9076 (4), Florida Statute.
Meeting Date: 11/13/2018
Prepared by:
Title: – Community & Human Services
Name: Susan Golden
10/22/2018 12:30 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
10/22/2018 12:30 PM
Approved By:
Review:
Community & Human Services Leslie Davis Additional Reviewer Completed 10/22/2018 4:40 PM
Community & Human Services Cormac Giblin Additional Reviewer Completed 10/23/2018 11:24 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 10/23/2018 6:26 PM
Community & Human Services Kristi Sonntag CHS Review Completed 10/24/2018 12:53 PM
Public Services Department Kimberley Grant Level 1 Reviewer Completed 10/25/2018 9:13 AM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 10/25/2018 12:51 PM
Grants Erica Robinson Level 2 Grants Review Completed 10/25/2018 2:15 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 10/25/2018 2:44 PM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 10/25/2018 4:37 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 10/26/2018 8:17 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 10/26/2018 8:34 AM
County Attorney's Office Emily Pepin CAO Preview Completed 10/26/2018 8:47 AM
Grants Therese Stanley Additional Reviewer Completed 10/26/2018 11:57 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 11/04/2018 3:34 PM
Board of County Commissioners MaryJo Brock Meeting Pending 11/13/2018 9:00 AM
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2018
Collier County Board of
County Commissioners
Affordable Housing Advisory
Committee
STATE HOUSING INITIATIVES PARTNERSHIP (SHIP)
TRIENNIAL REPORT
NOVEMBER 13, 2018
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Florida State Statute 420.9076 (4) requires that all local governments participating in the State Housing
Initiatives Partnership (SHIP) program review and evaluate the implementation of eleven (11) affordable
housing incentives identified in 420.9076(4)(a)-(k).
The following eleven incentives are identified in State Statute and must be reviewed and evaluated by
the Affordable Housing Advisory Committee (AHAC) every three years.
Existing Incentives in use in Collier County
1 Expedited Permitting - The processing of approvals of development orders or permits for
affordable housing projects is expedited to a greater degree than other projects, as provided in
s.163.3177 (6)(f)3
2 Impact Fee Waivers or Modifications – The modification of impact-fee requirements, including
reduction or waiver of fees and alternative methods of fee payment for affordable housing
3 Density Flexibility – The allowance of flexibility in densities for affordable housing
4 Parking and Setbacks - The reduction of parking and setback requirements for affordable
housing
5 Flexible Lot Configurations – The allowance of flexible lot configurations, including zero-lot-line,
for affordable housing
6 Street Requirements – The modification of street requirements for affordable housing
7 Ongoing Oversight – The establishment of a process by which a local government considers,
before adoption, policies, procedures, ordinances, regulations, or plan provisions that increase
the cost of housing
8 Land Bank Inventory – The preparation of a printed inventory of locally owned public lands
suitable for affordable housing
9 Proximity - The support of development near transportation hubs and major employment
centers and mixed-use developments (activity centers, density bands and strategic opportunity
sites)
Incentives not in use in Collier County
10 Reservation of Infrastructure - The reservation of infrastructure capacity for housing for very-
low income persons, low income persons, and moderate-income persons
11 Accessory Dwelling Units - The allowance of affordable accessory residential units (granny flats,
mother-in-law quarters, guest cottages) in residential zoning districts
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Incentive Description
Incentives and
AHAC Review Comments
AHAC Recommendation
1 Expedited Permitting – The
processing of approvals of
development orders or permits, as
defined in Sec. 163.3164(7) and (8),
F.S. for affordable housing projects is
expedited to a greater degree than
other projects (See Senate Bill 2011
– SB 176)
In accordance with F.S. 553.791(7)(9), no more
than 30 business days after receipt of a permit
application, the local building official shall issue
the requested permit or provide a written notice to
the permit applicant identifying the specific plan
features that do not comply with the applicable
codes, as well as the specific code chapters and
sections.
The County’s Growth Management Department
reviews and refines the building permit process
with input from the Development Services
Advisory Committee (DSAC) and the public. In
2012 the Board approved a staff augmentation
contract with a private provider to assist building
division staff during times of elevated permitting
requests.
The Community Housing Plan, developed by
AHAC and the Stakeholders Committee, and
approved by the BCC on October 25, 2017,
included new recommendations to improve the
existing Expedited Permitting process.
Current incentive status
(1) On February 27, 2018, the Board of
County Commissioners approved Resolution
2018-40 to improve the Expedited
Development Review process based upon
the Stakeholder Committee and AHAC
recommendations.
(2) Enhanced Expedited Permitting (Fast
Tracking) has been implemented with
affordable housing developers having
successfully utilized the improved process.
2 Impact Fee Waivers or
Modifications – The modification of
impact-fee requirements, including
reduction or waiver of fees and
alternative methods of fee payment
for affordable housing
Individuals or organizations constructing new
affordable housing units to benefit very low, low
and moderate-income persons and households
are eligible for the deferral of impact fees per LDC
Sec 74-401.
Impact Fee deferrals or waivers have historically
been allowed since 1993. However, Resolution
No. 2008-97, restricted the use of the remaining
funds for deferral of County Impact Fee
suspending the program for single family, owner-
occupied affordable housing developments.
On June 23, 2015, the BCC accepted a
recommendation to reinstate the impact fee
deferral program for single family residences.
The 2017 Community Housing Plan (CHP)
recommended improvements to the Impact Fee
Deferral program which the Board adopted via
Ordinance 2018-28 on February 27, 2018.
Current incentive status
(1) Ordinance 2018-28 was adopted 2/27/18
to clarify and strengthen the Impact Fee
Deferral program.
Future opportunities:
(1) Explore options to retain existing AH
units by renewing or extending existing
incentives, or creating new incentives, in
exchange for the AH unit remaining
affordable under the requirements and
obligations of AH agreements.
(2) Consider an impact fee reduction based
on affordable housing proximity to activity
centers/Strategic Opportunity Sites; or as
part of a mixed income/mixed use
development.
(3) Consider increasing the length of the
deferral (currently 10 years) to maintain
affordability of units for a longer period.
3 Density Flexibility – The allowance
of flexibility in densities for affordable
housing
The developer may request increased density
when including affordable housing in the
proposed development via the Affordable Housing
Density Bonus Program, codified by Ordinance
No. 04-41, as Land Development Code (LDC)
2.06.00 et seq, which density bonus can only be
granted by the Commission and utilized by the
Developer in accordance with the strict limitations
and applicability of said provisions.
Current incentive status
(1) County staff have prepared Growth
Management Plan and Land Development
Code changes to increase the affordable
housing density bonus to allow up to 12
additional units to the base density for a max
of 16 du/acre.
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During the development of the 2017 Community
Housing Plan, AHAC and the Stakeholders
Committee reviewed the existing program and
recommended increasing the maximum allowed
density bonus. The Board of County
Commissioners agreed to the proposed changes
on February 27, 2018.
(2) Changes to the Growth Management
Plan were approved by the BCC on 7/10/18
and transmitted to the State DEO in July
2018.
(3) Adoption & Implementation hearings to
the Land Development Code will occur in late
2018 and early 2019.
4 Parking and Setbacks – The
reduction of parking and setback
requirements for affordable housing
The county has several procedures in place
whereby developers may request reduction of
parking and setback requirements for all uses,
including affordable housing.
In the case of redevelopment projects, deviations
are allowed when applied through the site
development plan (SDP) review. For projects
that use a rezone process such as a Planned Unit
Development (PUD), deviations are allowed as
part of that process.
Parking, setbacks and other cost-saving
infrastructure changes were reviewed during the
development and adoption of the Community
Housing Plan in 2016-2017.
Current incentive status
(1) The Community Housing Plan (CHP)
recommended that the “…County continue
to explore and refine the list of regulatory
relief items and present a full list to the
Board for approval through the applicable
LDC or GMP amendment cycles.”
(2) Recommendations to provide regulatory
relief, based upon Phase 3 of the
Community Housing Plan implementation,
were provided to the County Commission
on October 9, 2018.
5 Flexible Lot Configurations – The
allowance of flexible lot
configurations, including zero-lot-line
configurations for affordable housing
Zero lot configuration allowed as use in PUD’s
and as Conditional Use elsewhere per 4.02.04 of
the LDC under cluster housing.
In preparing the 2017 Community Housing Plan, it
was recommended that the County consider
amending the LDC to adopt some elements of
“smart code” after the completion of the four
geographic re-study areas.
Current incentive status
(1) The County Re-Study of four distinct
geographic areas is still under way. Future
flexibility may be provided as
recommendations make their way through
the Growth Management Plan (GMP) and
Land Development Code (LDC) amendment
process in 2019.
6 Street Requirements – The
modification of street requirements for
affordable housing
Street requirements for affordable housing are
considered as deviations in the PUD approval
process and variances in the conventional zoning
process, on a case by case basis.
Cross-section widths can be modified by the
County Engineer administratively per 6.06.01.N of
the LDC.
As discussed in the Community Housing Plan
(CHP) process in 2016-2017, street requirements
could be addressed with Parking, Setback and
Flexible Lot Configuration review and possible
“Smart Code” future amendments to the LDC or
GMP.
Current incentive status
(1) The Community Housing Plan
recommended that the “…County continue to
explore and refine the list of regulatory relief
items and present a full list to the Board for
approval through the applicable LDC or GMP
amendment cycles.”
(2) Regulatory relief recommendations, as
part of Phase 3 of the CHP, were presented
to the BCC on October 9, 2018.
7 Ongoing Oversight – The
establishment of a process by which
a local government considers, before
adoption, policies, procedures,
ordinances, regulations, or plan
provisions that increase the cost of
housing
An ongoing process for review of local policies,
ordinances, regulations and plan provisions that
increase the cost of housing prior to their adoption
is in place. Collier County requires all items which
have the potential to increase the cost of housing
to be prepared and presented to the Collier
County Board of County Commissioners with the
amount of the increase or decrease mentioned in
the executive summary under fiscal impact. The
County regularly utilizes the existing entities and
processes undertaken by the AHAC, the Planning
Commission, and the Development Services
Current incentive status
(1) On a case by case basis add a Fiscal
Impact to Affordable Housing section to
specifically discuss impact of cost on housing
affordability.
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Advisory Committee to review and examine
impacts on the cost of housing.
8 Land Bank Inventory – The
preparation of a printed inventory of
locally owned public lands suitable for
affordable housing
Florida Statute 125.379, Disposition of County
property for affordable housing, requires the
preparation of a printed inventory of locally owned
public lands suitable for affordable housing.
Collier County has completed this process and
maintains a list of locally owned properties.
Resolution 2007-172 and Resolution 2010-123
directs the use of surplus land and directs those
funds derived from the sale of such property be
placed in the Affordable Housing Trust Fund.
In 2018, two parcels of County owned property
were included in a Request for Information (RFI)
for the development of housing that is affordable.
This process has continued with independent
review by a local firm, formation of a joint
subcommittee, and future Board direction
anticipated in late 2018 and early 2019.
In addition, five (5) other county-owned parcels
were advertised for invitation for sealed bids for
affordable housing development. The results will
be presented to the County Commission later in
2018.
Current incentive status
(1) Based upon a Community Housing Plan
recommendation, the BCC has directed
staff to proceed with establishing a
community land trust (CLT).
(2) On February 27, 2018, the BCC
adopted Resolution 2018-39 to consider
co-location of affordable housing with
future county public facility land
acquisition efforts.
Future Opportunities:
(1) Encourage other public entities such as
the school district, the City of Naples
and the City of Marco Island, and area
Fire Districts, to look at their available
land for co-location of affordable housing
(2) Utilize funds in the affordable housing
trust fund to consider purchasing land
suitable for affordable housing.
(3) Encourage collaborative partnerships
among nonprofit and for-profit
businesses interested in addressing
housing affordability.
(4) Continue initiatives on the two County
owned parcels (Bembridge & Manatee).
9 Proximity – The support of
development near transportation
hubs and major employment centers
and mixed-use developments (activity
centers, density bands and strategic
opportunity sites)
The County currently addresses this incentive
through additional density offered in designated
density bands and activity centers. It is noted that
while this opportunity exists, the development
community has not taken advantage of the
density for affordable housing.
This topic was also reviewed during the 2016-
2017 Community Housing Plan process. Specific
suggestions from the Stakeholders and AHAC
included “Strategic Opportunity Sites”, higher
densities in Activity Centers & Strategic
Opportunity Sites, and integration of bus routes
with affordable housing locations, amongst others.
Current Incentive Status
(1) The concepts of Strategic Opportunity
Sites, increased density in Activity Centers
and Strategic Opportunity Sites, conversion
of commercial to residential, increased
density in Community Redevelopment
Agency acres, linking transportation and
affordable housing, and other concepts
remain under discussion with the Board of
County Commissioners.
10 Reservation of Infrastructure – The
reservation of infrastructure capacity
for housing for very-low income
persons, low income persons, and
moderate-income persons
Not a current incentive as presently there is no
policy or need to reserve infrastructure for future
development in Collier County.
Incentive is not proposed for adoption.
11 Accessory Dwelling Units (ADUs) -
The allowance of affordable
accessory residential units in
residential zoning districts
Not a current incentive. The use of these units,
sometimes referred to as mother-in-law suites,
granny flats or ADUs, is addressed in the County
code under the term “guest cottage”.
Maintain current guest house code.
Future opportunities:
(1) A development known as Rural Lands
West is proposing a pilot program for ADUs.
(2) At a later date, research the Palm Beach
County pilot program for “cottage homes”
and City of Rockledge cottage home
regulations and present findings to AHAC.
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The Collier County Board of County Commissioners invited the Urban Land Institute (ULI) to come to
Collier County in early 2017 to assist in the development of a community-wide approach to address
the housing affordability challenges. The Urban Land Institute Advisory Services Panel spent a week in
Collier County to study housing affordability and provide recommendations. The final ULI Panel Report
included 35 specific recommendations to assist in addressing the housing affordability challenges. The
Collier County Board of County Commissioners provided direction to staff to explore 27 of the 35
recommendations.
The outcome of the work by the Stakeholders Committee, Affordable Housing Advisory Committee,
and staff was the acceptance of the Collier County Community Housing Plan - October 25, 2017. The
Community Housing Plan (CHP) includes a multitude of recommendations that have been brought back
to the BCC and the community for direction in three phases – February 27, 2018, April 24, 2018 and
October 9, 2018.
The Community Housing Plan, the SHIP LHAP and the HUD 5-Year Consolidated Plan will continue to
guide Collier County’s efforts to address housing affordability in the coming years.
The Community Housing Plan – October 25, 2017 is attached as an exhibit to the 2018 SHIP Triennial
Report.
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