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Agenda 06/24/2008 Item #16D21 Agenda Item No. 16D21 June 24, 2008 Page 1 of 91 ,- EXECUTIVE SUMMARY Recommendation that the Board of County Commissioners approves, and authorizes the Chairman to sign, an Amended and Restated Affordable Housing Bonus Density Agreement (AHDBA) to increase the number of affordable units from thirty-two dwelling units to forty-four dwelling units for the Workforce product types for owner-occupied affordable housing located in thc Cirrus Pointe PUD development. OBJECTIVE: That the Board of County Commissioners (Board) approves, and authorizes the Chairman to sign an Amended and Restated Affordable Housing Bonus Density Agreement (AHDBA) to increase the number of affordable units from thirty-two dwelling units to forty-four dwelling units for the Low and Workforce product types for owner-occupied affordable housing located in the Cirrus Pointe PUD development. CONSIDERATIONS: On November 15, 2005, the Board and James J, Fields entered into an Agreement Authorizing an Affordable Housing Density Bonus and Imposing Covenants and Restrictions on Real Property (Agreement) for the 9,92 acre Cirrus Pointe Residential PUD, approved under Ord, No. 05-63. /- At the time the original AHDBA was approved, there was no gap or workforce housing product types or authorizing provisions in the County's Land Development Code (LDC). Subsequent LDC enactments added such provisions to the affordable housing density bonus program in LDC Sec. 2.06.01, et seq., which may be found expressed in Table A of LDC Sec. 2.06.03. A. 3. The LDC now authorizes the same maximum bonus density of eight units per acre (8 UP A) as was previously approved, and the same maximum number of developable units, 108. The only substantive amendment is to now require 12 more affordable units to be provided for a total of 44 affordable units out of the 108 allowed. The amendment to the AHDBA will result in an addition of 12 more affordable housing units. Increasing the income limitations imposed on the 44 affordable units will allow for the units to be sold at a higher market point for the median incomes of qualified owners. The change is requested as the result of recent changes in the local real estate market. FISCAL IMP ACT: The proposed amendments to the Agreement are fiscally neutral as to the County's operations and budget. GROWTH MANAGEMENT IMPACT: None. LEGAL CONSIDERATIONS: The Amended and Restated Agreement has been approved for legal sufficiency. It is ready for Board consideration and approval. If the Board approves the Agreement, Ordinance 05-63 will need to be amended to change the number of affordable units from 32 to 44. The effective date of the proposed Amended and Restated Agreement is the date that the Board approves the Ordinance Amendment.--HFAC ,'-- STAFF RECOMMENDATION: That the Board approves and authorizes the Chairman to sign the attached Affordable Housing Bonus Density Agreement (AHDBA), as amended. PREPARED BY: Frank Ramsey, Housing Manager, Housing and Human Services Agenda Item No. 16D21 June 24, 2008 Page 2 of 91 This space for recording AMENDED AND RESTATED AGREEMENT AUTHORIZING AFFORDABLE-WORKFORCE HOUSING DENSITY BONUS AND IMPOSING COVENANTS AND RESTRICTIONS ON REAL PROPERTY THIS AMENDED AND RESTATED AGREEMENT is made as of the day , 2008, by and between James J. Fields (the "Developer") and of the Collier County Board of County Commissioners (the "Commission"), collectively, the "Parties," and reclaces the crior, oriainal Aareement dated November 15, 2005 in its entiretv . RECITALS: A. The Developer owns a tract of real property described in Exhibit "A" attached hereto and incorporated herein (The "Property"), It is the Developer's intent to construct a maximum of 108 residential units (the "Units") at a density of 10,89 units per gross acre on the Property. The gross acreage of Property is 9.92 acres. The number of affordable-workforce housing units constructed by Developer shall be ~ 44 ,representing W fortv (40) percent of the total number of residential Units Page 1 of 31 4/12/06 underlined text is added, stNsI: tlUBHgh text is deleted Agenda Item No. 16021 June 24, 2008 Page 3 of 91 approved in the development, or 56.4 percent of the approved bonus units. 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, now codified by Ordinance 04-41, as Land Development Code (LDC) S 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. C. The Commission is willing to grant a density bonus to the Developer authorizing the construction of 78 bonus Units on the Property, if the Developer agrees to construct affordable, workforce. and oap Units as specified in this Agreement. NOW, THEREFORE, in consideration of the approval and grant of the density bonus of 7.89 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 follows: 1. Recitals. The above Recitals are true and correct and are incorporated herein by reference. 2. Developer Aoreements. The Developer hereby agrees that he it shall construct ~ _Ja~ afford3blo units, not to exceed 40 % of the approved residential density as affordable-workforce housino units, which Units shall be sold in accordance with the terms and conditions of this Agreement and as specified by the attached Appendices A & S, Exhibits A, S, & C, and Appendix C, which Appendices are incorporated by reference herein and which constitute a part of this Agreement. a. The following provisions shall be applicable to the affordable, workforce and oap Units: (1) Defined terms: In the event of a conflict between terms as defined in the LDC or in Ordinance No. 90-89, Section 4, the definitions of the LDC will control when underlined text is added, 51:1"\:18]" tRreugA text is deleted Page 2 of 31 Agenda Item No. 16021 June 24, 2008 Page 4 of 91 applying or interpreting this Agreement. In addition to these defined terms and lhe applicability of LDC S 2.06.04 "Phasing" shall mean: (a) the phased construction of buildings or structures in separate and distinct stages as shown on a PUD master plan, subdivision master plan or site development plan; or (b) in developments where phased construction is not depicted on a PUD master plan, subdivision master plan or site development plan, the construction of buildings or structures in a clearly defined series of starts and finishes that are separate and distinct within the 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 lhe 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) EliQibilitv and Qualification of Owner. Family income eligibility is a three-slep process: 1) submittal of an application by a prospective Owner; 2) verification of family housing unit provided under the affordable. workforce, and aap housing density bonus program prior to being qualified at the appropriate level of income (very low. low. A'laderate workforce, or aap income) in accordance wilh lhis Section; 3) certification of eligible Owner by the Finansial .'\dFT-linistratian and Housing and Human Services Department. The Developer shall be responsible for qualifying Owners by accepting applications, verifying income and obtaining income certification for all affordable, workforce. and aap units in the subject development. All applications, forms and other underlined text is added, 5tFl;:l.sk thre1clgA text is deleted Page 3 of 31 Agenda Item No. 16021 June 24, 2008 Page 5 of 91 documentation required by this Agreement shall be provided to fimlFlsial.'\dministrntian aflG.-Housing and Human Services Department. Qualification by the Developer of any persons as an eligible Owner family shall be subject to review and approval in accordance with the monitoring and enforcement program in LDC SS 2.06.05 and 2.06.06, respectively. The Developer and Commission acknowledQe and aQree that once the developer has delivered all affordable, workforce, and Qap units contemplated under this AQreement to approved purchasers, the Developer shall no lonaer be reauired to provide proaress and monitorina reports, and shall no lonaer be liable for enforcement action under this Aareement. (a) Application. A potential owner shall apply to the developer, owner, manager, or agent to qualify as a law, workforce, income family for the purpose of owning and occupying an affordable-workforce housing unit pursuant to the affordable: workforce housing density bonus program. The Preliminary Application for ~ffordable: workforce housing )dnit shall be provided !rl to Collier County financiLlI .^.dministralion aflG.-Housing and Human Services Department, as shown in Appendix B, Exhibit A, attached to this Agreement and incorporated by reference herein. (b) Income Verification and Certification. No affordable-workforce housing )dnit in the development shall be sold whose household income has not been verified and certified in accordance with this Agreement and LDC S 2.06.05. (c) Income Verification. The Developer shall obtain written verification from the potential occupant (including the entire household) to verify all regular sources of income (including the entire household). The most recent year's federal income tax return for the potential occupants (including the entire household) may be used for the purpose of income verification, attached to the affordable-workforce housing ~pplicant Income Verification form, including a statement to release information, occupant verification of the return, and a signature block with the date of application. The underlined text is added, strwel: tlmmgA. text is deleted Page 4 of 31 Agenda Item No. 16021 June 24, 2008 Page 6 of 91 verification shall be valid for up to one hundred eighty (180) days prior to occupancy. Upon expiration of the 180 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-workforce housing Applicant Income Verification form shall be provided to the FiAaAsial .'\dmiAiEltFatisA aREI Housing and Human Services Department 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 an affordable-workforce housing unit and Applicant Income Verification form, the Developer shall require that an income certification form be executed by the potential occupant (including the entire household) prior to occupancy of the affordable: workforce housing unit by the occupant. Income certification shall assure that the potential occupant has an appropriate household income which qualifies the potential occupant as an eligible family to occupy an affordable-workforce housing unit under the affordable-workforce housing density bonus program. The affordable-workforce Housing Applicant Income Certification form shall be provided by the Finanoial Administratisn aAd Housing and Human Services Department as shown in Appendix B, Exhibit C, is attached to this Agreement and is incorporated by reference herein. Random inspection of files containing required documentation to verify occupancy in accordance with this Agreement and LDC 9 2.06.00, may be conducted by the Finanoial AemiAistratisA aAEI Housing and Human Services Department upon reasonable notice. (4) Annual Proaress and Monitorina Report. The Developer shall provide the FinMsial Administration and Housing and Human Services Department an annual progress and monitoring report regarding the delivery of affordable-workforce housing units throughout the period of their construction and occupancy. The annual progress underlined text is added, struel: lRr9y.gh text is deleted Page 5 of 31 Agenda Item No. 16021 June 24.2008 Page 7 of 91 and monitoring report shall, at a minimum, provide any information reasonably required to insure compliance with LDC 9 2.06.00, 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 Financial Administration and Housing and Human Services Department. Failure to complete and submit the monitoring report to the Financial/\dmiRistration ana Housing and Human Services Department 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. (5) Occupancv Restrictions. No affordable-workforce unit in any building or structure on the Property shall be occupied by the Developer, any person related to or affiliated with the Developer, or by a resident manager. 3. Densitv Bonus. The Commission hereby acknowledges that the Developer has met all required conditions to qualify for a density bonus, in addition to the base residential density of -L units per acre, and is therefore granted a density bonus of 7.89 density bonus units per acre, for a total density (total'" density bonus units per acre X gross acreage) of ~ 10.89 units/ac, pursuant to LDC 9 2,06.00 The Commission further agrees that the Developer may construct thereon, in the aggregate a maximum number of 108 units on the Property provided the Developer is able to secure building permit(s) from Collier County. 4. Commission AQreement. During the term of this Agreement, the Commission acting through the Fin~lncial /\dministration ana Housing and Human Services 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, workforce. or oap Unit. underlined text is added, str\:1el: thre~gh text is deleted Page 6 of 31 Agenda Item No. 16D21 June 24, 2008 Page 8 of 91 5. Violations and Enforcement a. Violations. It shall be a violation of this Agreement and LDC 9 2.06.00 to sell or occupy, or attempt to sell or occupy, an affordable-workforce housing unit provided under the affordable-workforce 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 Financial J\amiRistratieR ana Housing and Human Services Department or by any other persons pursuant to the authority which is delegated to them by LDC 9 2.06.00. Collier County or its designee shall have full power to enforce the terms of this Agreement. The method 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 Proceedinas. Whenever it is determined that there is a violation of this Agreement or of LDC 9 2.06.00, that should be enforced before the Code Enforcement Board, then a Notice of Violation shall be issued and sent by the appropriate department by certified return- receipt requested U.S. Mail, or hand-delivery to the person or developer in violation. The Notice of Violation shall comply with the requirements for such Notices. c. Certificate of Occupancy. In the event that the Developer fails to maintain the affordable-workforce units in accordance with this Agreement or LDC 9 2.06.00, 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 LDC 9 2.06.00, as amended. 6. Assianment bv 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 underlined text is added, stmel. thraU:ga text is deleted Page 7 of 31 Agenda Item No. 16021 June 24, 2008 Page 9 of 91 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. Severabilitv. 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 and shall either be personally delivered or shall be sent by mail, postage prepaid, to the Parties at the following addresses: To the Commission: Collier County FinaRsial AcJministration and Housing and Human Services Department 289g North Horseshoe Drive Suite 11 g 3301 East Tamiami Trail, Buildino H, Suite 211 Naples, Florida 341112G4 To the Developer: James J. Fields 15544 Monterosso Lane #2 Naples, Florida 34110 With copy to: 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 Collier County Financial J'.cJminis:tmtion and Housing and Human Services Department or its underlined text is added, stNel: tl:l.rBllgh text is deleted Page 8 of 31 Agenda Item No. 16021 June 24, 2008 Page 10 of 91 designee, shall have the authority to monitor and enforce the Developer's obligations hereunder. 10. 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 the performance of this Agreement. 11. Covenants. The Developer agrees that all of its obligations hereunder shall constitute covenants, restrictions, and conditions which shall run with the land and shall be binding 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. 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. Recordinq. This Agreement shall be recorded at County's expense in the official records of Collier County, Florida. 13. Entire Aqreement. 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. workforce. or qaD housing unit shall be restricted to remain and be maintained as the required affordable, workforce, and qaD housing as provided in the LDC 92,06.04. 15. Modification. This Agreement shall be modified or amended only by the written agreement of both Parties, underlined text is added, steNel: tJU8MgR text is deleted Page 9 of 31 Agenda Item No. 16021 June 24, 2008 Page 11 of91 16. Discrimination. a. The Developer agrees that neither it nor its agents shall discriminate against any owner or potential owner because of said owners race, color, religion, sex, national origin, familial status, or handicap. b. When the Developer advertises, sells or maintains the affordable: workforce housing unit, it must advertise" sell, and maintain the same in a non- discriminatory manner and shall make available any relevant information to any person who is interested in purchasing such affordable-workforce housing unit. c. The Developer agrees to be responsible for payment of any real estate commissions and fees for which it is liable in the purchase and sale of affordable-workforce units. e. The affordable-workforce housing units shall be intermixed with, and not segregated from, the market rate dwelling units in the development. f. The square footage, construction and design of the affordable" workforce, and Qap 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-workforce housing Density Bonus shall be the same for market rate units and affordable-workforce 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-Workforce Housing Density Bonus shall be the same in both the market rate units and the affordable-workforce 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, workforce. and aap units are the same within each phase and provided that in no event may a market rate unit or affordable-workforce unit in any phase contain physical amenities less than those described in the Developer Application. underlined text is added, st:ruel: tRf8l'lgh text is deleted Page 10 of 31 Agenda Item No. 16021 June 24, 2008 Page 12 of 91 17. Phasina. The percentage of affordable-workforce housing units to which the Developer has committed for the total development shall be maintained in each phase and shall be constructed as part of each phase of the development on the Property. Developer commits to 3Q 40 percent affordable-workforce housing units for this project, with 3Q 4Q percent of the units in each phase consisting of affordable: workforce units. 18. Disclosure. The developer shall not disclose to persons, other than the potential buyer or lender of the particular affordable-workforce housing unit or units, which units in the development are designated as affordable-workforce housing units. 19. Consistencv. 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-workforce housing units and the amount of affordable-workforce housing density bonus approved for the development. 20. Affordable-Workforce Housina Densitv Bonus Develooment Aareement. This Agreement is a distinct and separate agreement from "development agreements" as defined by Section 163.3220, Fla. Stat., as amended. 21. Preapplication. Developer has executed and submitted to the Development Services Department the Developer Application for Affordable-Workforce Housing Density Bonus, a copy of which is attached to this Agreement as Appendix C and incorporated by reference herein. 22. Governina Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. 23. Further Assurances. The Parties hereto shall execute and deliver, in recordable form if necessary, any and all documents, certificates, instruments, and underlined text is added, stfllel: thrsug!:l text is deleted Page t1 0131 Agenda Item No. 16021 June 24, 2008 Page 13 of 91 agreements which may be reasonably required in order to effectuate the intent of the 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. 24. Effective date. This agreement shall be effective on the date that the Board of County Commissioners approves an amendment to Ordinance No. 05-63 to change the affordable housing units from 32 to 44. IN WITNESS WHEREOF, the Parties hereto have caused this First Amendment to Agreement to be executed as of the day and year first above written. ATTEST: DWIGHT E. BROCK, Clerk BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY. FLORIDA Deputy Clerk By: Tom Henning, CHAIRMAN Approved as to form and legal sufficiency: Assistant County Attorney underlined text is added, strl:iGlc threugll: text is deleted Page 12 of 31 Agenda Item No. 16D21 June 24, 2008 Page 14 of 91 DEVELOPER: Witnesses: - /' \ l' -=- w~ess 'l{ Printed Name /fAJrv i4s (!- if 11'\) c;" :b'.l)~~ James J. Fields, Manager STATE OF FLORIDA ) COUNTY OF COLLIER ) The foregoing First Amendment to Agreement Authorizing Affordable, Workforce, and Gap Housing Density Bonus And Imposing Covenants And Restrictions On Real Property was acknowledged before me by James J, Fields as Cirrus Pointe Partners. UC Manaaer who is personally known to me or has produced ~])(1wA UrefG,{J.... as identification. .-JVt WITNESS my hand and official seal this J..:t..- day of '1" ~ 0 2008. My Commission Expires: Notary Public Rill V rn$C- HI (, CD _r- 1111 -.-._"- -~ . ......... r . ..._ ... underlined tc:xl is added. .uk dllll8Vglt text is deleted Pa9" 13 of31 Agenda Item No. 16021 June 24.2008 Page 15of91 EXHIBIT A LEGAL DESCRIPTION All of Lot 103, NAPLES GROVES AND TRUCK COMPANY'S LITTLE FARMS NO.2, according to the plat thereof, as recorded in Plat Book I, at Page 27-A, of the Public Records of Collier County, Florida. underlined text is added, stl1:ls1: tRF8Hgh text is deleted Page t4 of 31 Agenda Item No. 16021 June 24, 2008 Page 16 of 91 APPENDIX A, EXHIBIT A NUMBER OF AFFORDABLE-WORKFORCE HOUSING UNITSIMONTHL Y BASE RENTS NUMBER OF UNITS Single Multi Family Family BASE RENT Single Multi Family Family GAP INCOME (81-150% MI) Efficiency 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom TOTAL o WORKFORCE INCOME (61-80% MI) Efficiency 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom TOTAL o LOW INCOME (51 %-60% MI) Efficiency 1 Bedroom 2 Bedroom 3 Bedroom underlined text is added. stFIJek thrslilgl:1 text is deleted o o o 44 o _44 H - - Page 15 of 3t Agenda Item No. 16021 June 24, 2008 Page 17 of 91 4 Bedroom TOTAL 0 U VERY LOW INCOME (50% OR LESS MI) Efficiency I Bedroom 2 Bedroom 3 Bedroom H 4 Bedroom TOTAL 0 _H - (1) Base residential density allowed in this development -L units/acre. (2) Gross acreage 9.92. (3) Maximum number of affordable-workforce housing density bonus units allowed in this development pursuant to LDC Section 2.06.00. 2L units. (4) Gross residential density of this development (including affordable-workforce housing density bonus units) 10.89 units/acre. (5) Percentage of affordable-workforce housing units pledged by the developer (as a percent of the total number units in the development) ~ 40 %. underlined text is added, stnlsl: thrSygR text is deleted Page t6 of 31 Agenda Item No. 16021 June 24, 2008 Page 18 of91 APPENDIX A. EXHIBIT B AFFORDABLE-WORKFORCE HOUSING DENSITY BONUS RATING SYSTEM LDC ~ 2.06.03, provides for calculation of a density bonus for developers pledging to construct affordable-workforce 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, workforce, and gap income households in Collier County, The affordable-workforce housing density bonus rating system shall be used to determine the amount of the affordable-workforce housing density bonuses which may be granted for a development based on household income level, _eer sf BeEireems per affereallle heasiBg lffiit, type ef aff.erdallle heasiag lHlits (ewRor eeellfliee Sf reatal, siagle family er !ffiIIti fWliily) and percentage of affordable, workforce, and gap housing units in the development. To use the affordable-workforce housing density bonus rating system, Tables A aad-B, below, shall be used. Tables A aad-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 (meeeFllte, low, er-very low, ffiw,workforce. or m) of the affordable-workforce housing unites) proposed in the development, ami the !J'lle af affereallle helisiag lffiits (swaer eeellflieel ar remal, siagle family er !ffiIIti family, where applieable) te Be pfayieeel, as shown in Table A. Theil, refomag !\gaia ts Table f., sheese the aarnller af Be8rSaIRS prolleseel filr the afforeallle helisillg \IIlit(s). f.J:1. affereallle hsusiag eleasity Beaas Flltillg Basee sa the hSlisehelel iaGslRe levelllJlel the llliffiI3er ef BeElreSIRS is sflswa ia Table ~ ;\.fter the affefl:lallle heasiag eelUltty Baa1iS rating has Beea aeterffiiftee la TallIe f., ISGate it iB Tallie B, Ilfld deteFlRille the pereeat af that type af afferdallle heusiag liBit prsposea ia the de','elepment eOlRflaFeel tt the total aWBBor af el'.velliag ooits ia the ele'.'elepmeftt. Frem this aeteFlRiftatlaa, Tallie B will illdieate the IREmimiIR8lHR muaBer ef residemial elv,'elling lmits per grass aere that IRa)' Be addeel ta the Base eeasity. Next. determine the percent of that type of affordable-workforce housing unit(s) proposed in the development compared to the total number of dwelling units in the development. From this determination, Table A will indicate the maximum number of residential dwelling units per grOSS acre that mav be added to the base density. These additional residential dwelling units per gross acre are the maximum affordable= workforce housing density bonus (A WHDB) available to that development. Developments with percentages of affordable-workforce housing units which fall in between the percentages shown on Table g A shall receive an affordable-workforce housing density bonus equal the lower of the two percentages it lies between plus 1/1 Oth of a residential dwelling unit per gross acre for each additional percentage of affordable-workforce housing rental units in the development. For example, a development which has 24% of its total residential dwelling units as affordable= workforce housing units, and which has an affordable housing density bonus rating of "four" will receive an affordable-workforce housing density bonus (A WHDB) of 4.4 residential dwelling units per gross acre for the development. underlined text is added, strHEll: tRF8HgA text is deleted Page 17 of 31 Agenda Item No. 16021 June 24, 2008 Page 19 of 91 Where mere than efle type sf afferflaBle aSllSiag lIHit (based Ofl level sf ifloeme 8fld flWIleer of BeElrsSmG saewn ifl TaiJle .'\) is flropesed for a aevelepmeflt, tRe afforfla13le hSHsiflg deflgity eeflHS for eaeh type shaH ee ealmilateEl separately ifl TaBle B. ,'\fter the afferdaiJle aousiflg deflsity BOflHs oaleHlatieAs f-er eaea t?'pe sf affordaBle aSHGiflg Hflit have Beefl eompleted ifl TaiJle B the afferdaiJIs aSHGiflg aeAsity BOflHS fer eaeh type sf HfIit sRall Be adaea to those for the otRer type (g) to E1eteflRifle the ffillldmll1ll. atIorEiaiJle aSHgifl!; fleflBity eeflHB a','ailaBle for the aevelepmeat In no event shall the affordable-workforce housing density bonus exceed eight (8) dwelling units per gross acre. underlined text is added, stFHsk tflFfJHgA text is deleted Page 18 of 31 Agenda Item No. 16021 June 24, 2008 Page 20 of 91 APPENDIX A. EXHIBIT B AFFORDABLE-WORKFORCE HOUSING DENSITY BONUS RATING SYSTEM Please calculate your density bonus in the space provided below. Attach additional pages if necessary. TABLE A: AFFORDABLE- WORKFORCE HOUSING DENSITY BONUS RATING Inrior table deleted. current table followsl MAXIMUM ALLOW ABLE DENSITY BONUS BY PERCENT OF DEVELOPMENT DESIGNATED AS AFFORDABLE-WORKFORCE HOUSING Household Product Income 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% (% median 81-150% Gap MI* ** I 2 3 4 5 6 6 6 6 nla (GaD) 61-80% Workforce MI* 2 3 5 8 8 8 8 8 8 8 51-60% Low MI 3 4 6 8 8 8 8 8 8 8 50% Very Low or less 4 5 7 8 8 8 8 8 8 8 MI *Owner-occupied only * *May only be used in conjunction with at least 10% at or below 80% MI Total Maximum Allowable Density = Base Density + Affordable-Workforce Housing Density Bonus. In no event shall the maximum gross density allowed exceed 16 units per acre. underlined text is added, stnu;k tftr9WgR text is deleted Page 19 of 3t Agenda Item No. 16021 June 24, 2008 Page 21 of 91 APPENDIX A. EXIllBIT C INCOME AND RENT LEVELS FOR THE LOW AND MODERATE INCOME, Pursuant Chapter 74, Section 74-402 (a)(l); Collier County Code of Laws and Ordinances, 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. MEDIAN INCOME 2007 $63,300 Naples, MSA (Collier County) NUMBER OF MEMBERS IN FAMILY IDrior table deleted. current table follows] ! ~ J 4 ~ 2 1 ~ 150% 73,350 83,700 94,200 104,700 113,100 121,500 129,900 138,150 80% 39,100 44,650 50,250 55,850 60,300 64,750 69,250 73,700 60% 29,340 33,480 37,680 41,880 45,240 48,600 51,960 55,260 50% 24,450 27,900 31,400 34,900 37,700 40,500 43,300 46,050 35% 17,115 19,530 21,980 24,430 26,390 28,350 30,310 32,235 25% 12,225 13,950 15,700 17,450 18,850 20,250 21,650 23,025 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 (LlHTC) programs. The rents given below are based on 2001 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 r Drior table deleted. current table follows 1 ONE TWO THREE FOUR BEDROOM BEDROOM BEDROOM BEDROOM UNIT UNIT UNIT UNIT 150% $1,961 $2.355 $2,720 $3,034 80% $1,046 $1,256 $1,451 $1,618 60% $785 $942 $1,089 $1,215 50% $654 $785 $907 $1,012 35% $458 $549 $635 $708 25% $327 $392 $453 $506 underlined text is added, street: thfEll::l;h text is deleted Page 20 of 31 Agenda Item No. 16021 June 24, 2008 Page 22 of 91 UTILITY ALLOWANCES ONE BIR TWOBIR THREE BIR FOUR BIR LOCATION UNIT UNIT UNIT UNIT Naples and Coastal Collier County 71.00 91.00 128.00 156.00 Imrnokalee and East of Everglades Blvd. 67,00 106.00 148.00 173.00 Golden Gate 96,00 144.00 186.00 211.00 YOU MUST DEDUCT UTILITIES TO CALCULATE NET RENTS. underlined text is added, stmal: tafsligh text is deleted Page 21 of 31 Agenda Item No. 16021 June 24, 2008 Page 23 of 91 APPENDIX B. EXHIBIT A PRELIMINARY APPLICATION FOR AFFORDABLE-WORKFORCE HOUSIl'IG UNIT Date Occupancy Desired: Your Name: Date of Application: Amt. Of Sec. Deposit:_ Race/National Origin: Handicap: Yes _ No_ Race/National Origin: Handicap: Yes _ No_ Co-Tenant Name Present Address: Street City State Zip Telephone No. How Long at this Address: Name of Landlord 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 Name of Previous Landlord State Zip Telephone No, Street City State Zip Telephone No. APPLICANT: Present Employers Name Address and Telephone No. How long with Present Employer: Job Title Gross Salary: Hourly $_ Weekly $_ Every 2 Weeks $ Social Security Number Birth Date Monthly $ Previous Employers Name__ Address and Telephone No. How long with Previous Employer Job Title CO-TENANT: Present Employers Name Address and Telephone No. How long with Present Employer: Job Title underlined text is added, stFHel' tl'lTSHg!:l text is deleted Page 22 of 31 Agenda Item No. 16021 June 24, 2008 Page 24 of 91 Gross Salary: Hourly $_ Weekly $ Social Security Number Previous Employers Name Address and Telephone No. How long with Previous Employer Every 2 Weeks $ Birth Date Monthly $ Job Title NAMES OF ALL WHO WILL OCCUPY APARTMENT BIRTH DATE SEX AGE SOCIAL SECURITY 1. 2. 3. PERSONAL REFERENCES (Not Relatives) t. Name: 2. Name: Address: Address: How Long Known: How Long Known: underlined text is added, stR:lEiI: tRf81:1ga text is deleted Page 23 of 3t Agenda Item No. 16021 June 24, 2008 Page 25 of 91 APPENDIX B, EXHIBIT B AFFORDABLE-WORKFORCE HOUSING APPLICANT INCOME VERIFICATION Date: Social Security Number Social Security Number Applicant's Name: Co-Tenant's Name: : Present Address: Street City State I hereby make application for a single family unit at 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. Telephone No. Zip 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 buy an affordable, workforce, or gap housing unit. I understand that I am not required to surrender my ownership or rights or claimed property, pensions or capital gains, etc. Applicant Amount Frequency Received of Pay VVages/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 $ underlined text is added, stnlsl: threHgh text is deleted Page 24 of 3t $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Co-Occupant Amount Frequency Received of Pay $ $ $-~ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $- $ $- $ Agenda Item No. 16021 June 24, 2008 Page 26 of 91 Union Pension Self-Employment Business, Silent Partner, etc. Private Insurance Pension $ $ $- $ $- $ $ $ $ $ $- $ TOTAL ANNUAL INCOME $ $ 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, WORKFORCE, OR GAP UNIT. THE SAME MUST BE EXECUTED FOR EACH OCCUPANT OF THE HOUSEHOLD WHO CONTRIBUTED TO THE ANNUAL HOUSEHOLD INCOME, FAILURE TO REPORT ALL SOURCES OF HOUSEHOLD INCOME WILL RESULT IN DISQUALIFICATION FOR TENANCY IN AFFORDABLE, WORKFORCE, OR GAP HOUSING UNIT. underlined text is added, s~.fl:isk thr-8l::1gh text is deleted Page 25 of 31 Agenda Item No. 16021 June 24, 2008 Page 27 of 91 APPENDIX B. EXHIBIT C AFFORDABLE-WORKFORCE HOUSING APPLICANT INCOME CERTIFICATION APPLICANT: Present Employer: Address: Job Title: Street City State Zip I, , hereby authorize the release of information requested (Applicant) on this certification form. Signature of Applicant STATE OF FLORIDA ) ) ss COUNTY OF COLLIER) The foregoing was acknowledged before me by Who is personally known to me or has produced identification. as Witness my hand and official seal this day of ,2008. (notary seal) Notary Public My Commission Expires: underlined text is added, 5tn1S\; ttrsl::Ign text is deleted Page 26 of 31 Agenda Item No. 16021 June 24, 2008 Page 28 of 91 EMPLOYER CERTIFICATION Applicant's Gross Annual Income or Rate or Pay: $ Number of Hours Worked (WeekIy):_, Frequency of Pay: Amount of Bonuses, Tips, or other Compensation Received: $ $ Annually Monthly Supervisor STATE OF FLORIDA ) ) ss COUNTY OF COLLIER) The foregoing was acknowledged before me by Who is personally known to me or has produced identification. as Witness my hand and official seal this day of ,2008. (notary seal) Notary Public My Commission Expires: THE CERTIFICATION 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-WORKFORCE UNfT. underlined text is added, SH'\Isk tb:8Hgh text is deleted Page 27 of 31 Agenda Item No. 16021 June 24,2008 Page 29 of 91 APPENDIX C DEVELOPER APPLICATION FOR AFFORDABLE-WORKFORCE. HOUSING DENSITY BONUS Pursuant to LDC S 2.06.01 please complete this form and submit it with any accompanymg documentation to the Community Development & Envirorunental Services Division, 2800 North Horseshoe Drive, Naples, Florida 34104. A copy must also be provided to the Collier County Housing and Human Services Department. All items requested must be provided. I. Please state what zoning districts are proposed by the applicant, if any, on the property and the acreage of each; RPUD-9.92 2. Has an application for rezoning been requested in conjunction with the affordable. workforce and gap housing Density bonus? x Yes ----.lli> If yes, state date of application 12-2-04 and if the request has been approved, state the Ordinance number 05-63. 3. Gross density of the proposed development. 10.89 units/acre Gross acreage of the proposed development. 9.92 acres 4. Are affordable-workforce housing density bonus units sought in conjunction with an application for a planned unit development (PUD)? --L Yes ~. If yes, please state name and location of the PUD and any other identifYing inforrration, Cirrus Pointe RPUD, located llHi! at the northeast corner of the intersection between Thomasson Drive and Bavshore Drive. 5. Name of applicant James J. Fields Name ofland developer if not the same as Applicant: N/A 6. Please complete the following tables as they apply to the proposed development. underlined text is added, str\:lel: thrs1:lga text is deleted Page 28 of 3t Agenda Item No. 16021 June 24, 2008 Page 30 of 91 TABLE I Total Number of Units in Development Type of Owner Unit Rental Occupied Efficiency 0 One Bedroom 0 Two Bedroom 0 Three Bedroom 108 Other Bedroom 0 TOTAL 108 TABLE II Number of Affordable-Workforce Housing Units r prior table deleted. current table follows 1 Total Number of Proposed Use for Affordable-Work- Density Bonus Units force Units in Development Owner Rental Occupied Owner Rental Occupied GAP INCOME 81-150% MI Efficiency I Bedroom 2 Bedroom 3 Bedroom Other TOTAL o owner occupied In accordance with LDC Section 2.06.03.D. - All underlined text is added, "truel: tRrsl:Igh text is deleted Page 29 of 31 Agenda Item No. 16021 June 24, 2008 Page 31 of 91 WORKFORCE INCOME 61-80% MI Efficiency 1 Bedroom 2 Bedroom 3 Bedroom 44 --1L Other TOTAL 44 In accordance with LDC Section 2.06.03 .D. All occupied owner LOW INCOME 51-60% MI Efficiency 1 Bedroom 2 Bedroom 3 Bedroom Other TOTAL -.JL -.JL VERY LOW INCOME 50% OR LESS MI Efficiency 1 Bedroom 2 Bedroom 3 Bedroom Other TOTAL -.JL -.JL underlined text is added, stFHel: thr81:lgh text is deleted Page 30 of 31 Agenda Item No. 16D21 June 24, 2008 Page 32 of 91 7. Please provide a physical description of the affordable-workforce units by type of unit (meaerElte, Jew; very low income, low income. workforce income. gap income) and by number of bedrooms. Include in your description, for example, the square footage of each type of unit, floor coverings used throughout the unit (carpeting, tile, vinyl flooring); 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 as Exhibit "D" if needed. (See attaeliea) .^,PPB~lDIX D CIRRUS POINTE PUD PHYSICAL DESCRIPTION OF AffORDABLE WORKFORCE HOUSING UNITS There will be a minimum of 32 f.ffllraaille 44 Workforce Housing Units in the Cirrus Pointe PUD. These i\fferdaille Workforce Housing Units will be comprised of .w 44 three-bedroom (Very Lew 1fl6eme (SO% efMeaian 1fl611flle) lHla 22 tMee beareefll Lew IReeflle (69% efMeaiaR IR6eme) Units. All i\fferdallle Workforce Housing Units will be sold to owners as owner-occupied multi-family units. Each unit will come standard with carpet and the floors, refrigerator, dishwasher, stove, washer/dryer, basic lighting/ceiling fan package, and bathrooms will have ceiling exhaust fans. The three-bedroom units will have a minimum air-conditioned area of 1526 square feet. Garage parking will provide 2 parking stalls for each unit and will also house storage areas for each unit. The entire community will consist of up to 108 multi-family homes and the units that are not designated f,ffllrdaBle Workforce Housing Units will be offered as moderately priced multi- family homes. The community will have the following amenities open to the residents of Cirrus Pointe: pool/cabana, fountains, sidewalks and gated security. 8. Please supply any other information which would reasonably be needed to address this request for an affordable, workforce. and gap housing density bonus for this development. Attach additional pages if needed. underlined text is added, !Jtf1::l.el: thr9\l.gk text is deleted NAPLES/S5<4742 v.Ol Page 3t of 31 ~'llI293037 101, " ",'li'" " " rv .. ~ ~ !! /"l"'\~) ~ N \.. ,,\l' ~\~\\ '" \ \\.~" '-" i ~~ ~ ~,s, 1.... 'q9LSL17\~\ Agenda Item No. 16021 June 24, 2008 Page 33 of 91 ORDINANCE NO. 05 -~ AN ORDINANCE AMENDING ORDINANCE NUMBER 2004-41, AS AMENDED, THE COLLIER COUNTY LAND DEVELOPMENT CODE, WHICH INCLUDES THE COMPREHENSIVE ZONING REGULATIONS FOR THE UNINCORPORATED AREA OF COLLIER COUNTY, FLORIDA BY AMENDING TIlE APPROPRIATE ZONING ATLAS MAP OR MAPS BY CHANGING THE ZONING CLASSIFICATION OF THE HEREIN DESCRIBED REAL PROPERTY FROM THE RMF-6 ZONING DISTRICT WITIl BMUD-R2 OVERLAY TO THE RESIDENTIAL PLANNED UNIT DEVELOPMENT (RPUD) ZONING DISTRICT WITH BMUD-R2 OVERLAY FOR A PROJECT TO BE KNOWN AS THE CIRRUS POINTE RPUD, TO ALLOW FOR A MULTI- FAMILY PROJECT OF UP TO 108 RESIDENTIAL UNITS; AND, CONSIDERATION AND APPROVAL OF AN AFFORDABLE HOUSING DENSITY BONUS AGREEMENf AUTHORIZING THE DEVELOPER TO UTILIZE AFFORDABLE HOUSING BONUS DENSITY UNITS (IN THE AMOUNT OF 78 UNITS AT 7.89 BONUS DENSITY UNITS PER ACRE) IN THE DEVELOPMENT OF THIS PROJECT FOR LOW-INCOME RESIDENTS THAT WILL INCLUDE A MAXIMUM OF 32 UNITS DESIGNATED AS AFFORDABLE HOUSING UNITS LOCATED AT THE NORTHEAST CORNER OF BA YSHORE DRIVE AND THOMASSON DRIVE, IN SECTION 14, TOWNSHIP so SOUTH, RANGE 25 EAST, COLLIER COUNTY, FLORIDA, CONSISTING OF 9.92 ACRES; AND BY PROVIDING AN EFFECTIVE DATE representing James Fields, petitioned the Board of County Commissioners, in Petition Number WHEREAS, William L. Hoover, Alep, of Hoover Planning & Development, Inc., PUDZ-2004-AR~6906, to change the zoning classification of the herein described real property. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that: SECfION ONE: Township 50 South, Range 25 East, Collier County, Florida, is changed from the RMF-6 Zoning The zoning classification of the herein described real property located in Section 14, District with BMUD-R2 Overlay to the Residential Planned Unit Development (RPUD) Zoning District with BMUD-R2 Overlay for a project to be known as the Cirrus Pointe RPUD, to allow for a multi-family project of up to 108 residential units; and, consideration and approval of an affordable housing density bonus agreement authorizing the developer to utilize affordable housing bonus density units (in the amount of78 units at 7.89 bonus density units per acre) in the development of this project for low-income residents that will include a maximum of 32 units designated as affordable housing units in accordance with the Cirrus Pointe RPUD Document, attached hereto as Exhibit "A" and incorporated by reference herein. The appropriate zoning atlas map or maps as described in Ordinance Number 2004-41, as amended. the Collier County Land Development Code, is/are hereby amended accordingly. Page 1 of2 Agenda Item No. 16021 June 24, 2008 Page 34 of 91 SECfION 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 c/ - County, Florida, this -2- day of ~005. A TrEST: BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA BY: ~W. ~ FRED W. COYLE, CHAI AN Approved as to Form and Legal Sufficiency: 7Ql(h'l~.lL.. Oh /Ji:udcw.6 -/lh~.hl<J Marjorie . Student-Stirling Assistant County Attorney PUDZ.2004-AR-6906IKD/sp """""- Page 2 of2 Agenda Item No. 16021 June 24, 2008 Page 35 of 91 CIRRUS POINTE RESIDENTIAL PUD A RESIDENTIAL PLANNED UNIT DEVELOPMENT REGULATIONS AND SUPPORTING MASTER PLAN GOVERNING THE CIRRUS POINTE RESIDENTIAL PUD, A RESIDENTIAL PLANNED UNIT DEVELOPMENT PURSUANT TO PROVIDISIONS OF THE COLLIER COUNTY LAND DEVELOPMENT CODE PREPARED FOR: JAMES J. FIELDS 15544 MONTEROSSO LANE #2 NAPLES, FLORIDA 34110 PREPARED BY: WILLIAM L. HOOVER, A1CP HOOVER PLANNING & DEVELOPMENT, INC. 3785 AIRPORT ROAD N., SUITE B-1 NAPLES, FLORIDA 34105 and RICHARD D. YOVANOVICH GOODLETTE, COLEMAN & JOHNSON, P.A. 4001 TAMIAMI TRAIL N., SUITE 300 NAPLES, FLORIDA 34103 DATE FILED December 2.2004 DATE REVISED October 29. 2005 DATE REVIEWED BY CCPC DATE APPROVED BY BCC November 15, 2005 ORDINANCE NUMBER 2005-63 TABLE OF CONTENTS TABLE OF CONTENTS LIST OF EXHIBITS AND TABLES STATEMENT OF COMPLIANCE SECTION I PROPERTY OWNERSHIP AND DESCRIPTION SECTION II PROJECT DEVELOPMENT REQUIREMENTS SECTION III RESIDENTIAL AREAS PLAN SECTION IV PRESERVE AREAS PLAN SECTION V DEVELOPMENT COMMITMENTS ii Agenda Item No. 16D21 June 24, 2008 Page 36 of 91 PAGE ii iii 1 3 5 9 13 14 EXHIBIT "A" EXHIBIT "B" EXHIBIT "C" TABLE I LIST OF EXHIBITS AND TABLES PUD MASTER PLAN PUD WATER MANAGEMENT/UTILITY PLAN LOCATION MAP DEVELOPMENT STANDARDS iii Agenda Item No. 16021 June 24, 2008 Page 37 of 91 Agenda Item No. 16021 June 24, 2008 Page 38 of 91 STATEMENT OF COMPLIANCE The development of approximately 9.92:t acres of property in Collier County, as a "'Ianned Unit Development to be known as the Cirrus Pointe RPUD 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 Cirrus Pointe Residential PUD will be consistent with the growth policies, land development regulations, and applicable comprehensive planning objectives for the following reasons: 1. The subject property's location in relation to existing or proposed community facilities and se/Vices permits the development's residential density as described in Objective 2 of the Future Land Use Element. 2. The project development is compatible and complementary 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 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. The project is located within the Urban Mixed Use District, Urban Coastal Fringe Subdistrict, on the Future Land Use Map. The project is located within the Traffic Congestion Boundary and the Bayshore Gateway Triangle Redevelopment Overlay. Also, the project qualifies for an 8 dwelling units/per acre density bonus, pursuant to the companion Affordable Housing Density Bonus Agreement. The projected density of 10.89 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 Housina Proiect Within the Urban Coastal Frinae Subdistrict Base Density 4 dwelling units/acre Traffic Congestion Area - 1 dwelling units/acre Affordable Housing Density Bonus +8 dwellina units/acre Maximum Permitted Density 11 dwelling units/acre Requested density = 10.89 dwelling units/acre Maximum permitted units = 9.92 acres x 11 dwelling units/acre = 109 units Requested dwelling units = 108 Agenda Item No. 16021 June 24, 2008 Page 39 of 91 7. All tinallocal development orders tor this project are subject to Section 6.02.00, Adequate Public Facilities Requirements and Section 10.02.07 of the Collier County Land Development Code. 2 Agenda Item No. 16021 June 24,2008 Page 40 of 91 SECTION I PROPERTY OWNERSHIP AND DESCRIPTION 1.1 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 the Cirrus Pointe Residential PUD. 12 LEGAL DESCRIPTION The subject property being 9.92:!: acres, is located in Section 14, Township 50 South, Range 25 East and is fully described as, "All of Lot 103 of Naples Groves and Truck Company's Little Farms No.2, according to the plat thereof, as recorded in Plat Book 1, at Page 27-A, of the Public Records of Collier County, Florida." 1.3 PROPERTY OWNERSHIP The subject property is owned by K.I.C., Inc., a Florida Corporation, 1300 Third Street, Suite 300, Naples, Florida 34102. The property is under purchase contract by James Fields, 15544 Monterosso Lane #2, Naples, Florida 34110. , 4 GENERAL DESCRIPTION OF PROPERTY AREA A. The subject property is located at the northeast corner of the intersection between Bayshore Drive and Thomasson Drive (unincorporated Collier County), Florida. B. The entire project site currently has RMF-6 Zoning with BMUD-R2 Overlay and is proposed to be rezoned to RPUD with the BMUD-R2 Overlay. :.5 PHYSICAL DESCRIPTION The project site is primarily located within the Coastal Drainage Basin according to the Collier County Drainage Atlas. The proposed outfall for the project is a Collier County maintained ditch located along the eastern property boundary. The ditch outfalls to the south into a swale that runs along Thomason Drive. Natural ground elevation varies from 1.64 feet NGVD within the eastem drainage area to 7.26 feet NGVD along the western property line. The site is typically about 4 to 5 feet NGVD with the average elevation being approximately 4.7 feet J Agenda Item No. 16021 June 24, 2008 Page 41 of91 NGVD. The entire site is located within FEMA Flood Zone "AE" and the site is base flood elevation 8.0 feet NGVD. The water management system for 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/natural vegetation areas prior to discharge into the drainage easement along the eastern property boundary. The water management system will be permitted by Collier County per South Florida Water Management District (SFWMD) rules, All rules and regulations of SFWMD will be imposed upon this project including but not limited to: storm attenuation, 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 predominately #7 - Immokalee Fine Sand. The site vegetation consists primarily of slash pine with scattered cabbage palm. saw palmetto, beauty berry, wax myrtle, and staggerbush were present in the mid-story. The site was partially infested with Melaleuca trees but the exotic species were recently removed. 1.6 PROJECT DESCRIPTION The Cirrus Pointe RPUD is a project comprised of a maximum of 108 residential units, These units are intended for development as a multi-family project. Recreational facilities, including a swimming pool and cabana, 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, 1.7 SHORT TITLE This Ordinance shall be known and cited as the "Cirrus Pointe Residential Planned Unit Development Ordinance". 4 Agenda Item No. 16021 June 24, 2008 Page 42 of 91 SECTION" 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 A. Regulations for development of the Cirrus Pointe RPUD shall be in accordance with the contents of this Document, PUD - Planned Unit Development District, Bayshore Drive Mixed Use Overlay 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 early 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. The project will comply with all applicable overlay requirements of the BMUD-R2 Overlay District. B. 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. C. All conditions imposed and graphic material presented depicting restrictions for the development of the Cirrus Pointe RPUD shall become part of the regulations, which govern the manner in which the RPUD site may be developed. D. Unless modified, waived, or excepted by this RPUD, the remaining provisions of the Land Development Code, where applicable, remain in full force and effect with respect to the development of the land which comprises this RPUD. E. Development permitted by the approval of this petition will be subject to a concurrency review under the provisions of Section 6.02.00 and Section 10.02.07, Adequate Public Facilities Requirements of the Collier County Land Development Code. 5 Agenda Item No. 16021 June 24, 2008 Page 43 of 91 2.3 DESCRIPTION OF PROJECT PLAN AND PROPOSED LAND USES A. The project Master Plan, including layout of streets and use of land for the various tracts, is illustrated graphically by Exhibit "A", PUD Master Plan and the water management and utility layout is illustrated graphically on Exhibit "B" Water Management/Utility Plan. There shall be a residential land use tract, a preserve area tract, plus necessary water management lakes, street rights-of-way, the general configuration of which is also illustrated by Exhibit "A". B. Areas illustrated as lakes by Exhibit "A" shall be constructed as lakes or, upon approval, parts thereof may be constructed as shallow, intenniltent wet and dry depressions for water retention purposes. Such areas, lakes and intenniltent wet and dry areas shall be in the same general configurations and contain the same general acreage as shown by Exhibit "A". Minor modification to all tracts, lakes or other boundaries may be permitted at the time of subdivision plat or site development plan approval, subject to the provisions of Sections 10.02,04 and 10.02.03 respectively, of the Collier County Land Development Code, or as otherwise pennilted within this RPUD Document. C. In addition to the various areas and specific items shown on Exhibit "A", such easements as necessary (utility, private, semi-public, etc.) shall be established within or along the various tracts as may be necessary. Exhibit "A" is anticipated to be comprised of the following areas and applicable acreages. AREA PRESERVE AREA LAKES DRAINAGE EASEMENT RIGHT-OF-WAY EASEMENT DEVELOPMENT AREA TOTAL SITE AREA ACREAGE 1.81 Acres 0.4 1 Acres 0.38 Acres 0.21 Acres 7.11 Acres 9.92 Acres 2.4 DESCRIPTION OF PROJECT DENSITY OR INTENSITY OF LAND USES The maximum of 108 residential dwelling units may be constructed in the total project area. This is based on a gross acreage of 9.92 acres and a maximum of 10.89 dwelling units/per acre, Any project with a density of more than 3.0 dwelling units/per acre must be developed in accordance with an approved Affordable Housing Density Bonus Agreement (AHDB). 6 Agenda Item No. 16021 June 24, 2008 Page 44 of 91 2.5 RELATED PROJECT PLAN APPROVAL REQUIREMENTS A. Prior to the recording of a condominium plat for all or part of the RPUD, final plans of all required improvements shall receive approval of the appropriate Collier County governmental agency to insure compliance with the RPUD Master Plan, RPUD Water ManagemenVUtility Plan, Collier County subdivision rules, and the platting laws of the State of Florida. B. Exhibit "A", RPUD Master Plan and Exhibit "B" RPUD Water ManagemenVUtility Plan constitute the required RPUD Development Plan. Subsequent to or concurrent with RPUD approval, a subdivision plat, if applicable, shall be submitted for the entire area covered by the RPUD Master Plan. Any division of the property and the development of the land shall be in compliance with Section 4.03.00 Subdivision Design and Layout of the Collier County Land Development Code, and the platting laws of the State of Florida. C. The provisions of Section 10.02.03, 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 Section 10.02.03 of the Land Development Code prior to the issuance of a building permit or other development order. D. The development of any tract or parcel approved for residential development contemplating fee simple ownership of land for each dwelling unit shall be required to submit and receive approval of a subdivision plat per Section 10.02.04 of the Land Development Code. E. Appropriate instruments will be provided at the time of infrastructural improvements regarding any dedications and the methodology for providing perpetual maintenance of common facilities. 2.6 MODEL UNITS AND SALES FACILITIES A. In conjunction with the promotion of the development, residential units may be designated as models, Such model units shall be governed by Section 5.04.04 of the Collier County Land Development Code. B. 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 5.04.03 of the Land Development Code. 7 Agenda Item No. 16021 June 24, 2008 Page 45 of 91 2.7 AMENDMENTS TO RPUD DOCUMENT OR RPUD MASTER PLAN Amendments may be made to the RPUD as provided in Subsection 10.02.13E. of the Land Development Code. 2.8 PROPERTY OWNERS' ASSOCIATION FOR COMMON AREA MAINTENANCE Whenever the developer elects to create land area and/or recreation amenities whose ownership and maintenance responsibility is a common interest to all of the subsequent purchasers of property within said development in which the common interest is located, that developer entity shall provide appropriate legal instruments for the establishment of a property owners' association whose function shall include provisions for the perpetual care and maintenance of all common facilities and open spaces. 8 Agenda Item No. 16021 June 24, 2008 Page 46 of 91 SECTION 11/ RESIDENTiAl AREAS PLAN 3.1 PURPOSE The purpose of this Section is to identify specific development standards for the residential areas as shown on Exhibit "A", RPUD Master Plan. 3.2 MAXIMUM DWELLING UNITS The maximum of 108 residential dwelling units may be constructed in the total project area. This is based on a gross acreage of 9.92 acres and a maximum of 10.89 dwelling units/per acre. Any project with a density of more than 3.0 dwelling units/per acre shall be developed in accordance with an approved Affordable Housing Density Bonus Agreement (AHDB). 3.3 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. Multi-family dwellings. B. Permitted Accessorv Uses and Structures: 1. Customary accessory uses and structures including carports, garages, and utility buildings. 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. 3. Temporary sales trailer and model units. 4. Gatehouse. 5. Interim and permanent utility and maintenance facilities necessary to service this RPUD. 9 Agenda Item No. 16021 June 24,2008 Page 47 of 91 3.4 DEVELOPMENT STANDARDS A. Table I sets forth the development standards for land uses within the Cirrus Pointe RPUD. 10 Agenda Item No. 16021 June 24, 2008 Page 48 of 91 TABLE I RESIDENTIAL DEVELOPMENT STANDARDS STANDARDS Minimum Lot Area (oer unit) Minimum Lot Width MULTI-FAMILY NA NA Front Yard Setback (1) Side Yard Setback (1) 1-Story 2-Story 3-Story and 4-Story Rear Yard Setback (1) Principal Structure Accessory Structure RPUD Boundarv Setback (1) l-Story and 2-Story Homes 3-Story and 4-Story Homes Accessory Structure Preserve Area Setback Principal Structure Accessory Structure or infrastructure Lake Setback (4) Distance Between Structures Main/Principal l-S10ry 2-Story 3-Story Accessory Structures Maximum Heiah!: Principal Building Accessory Building 15' (2) 7.5' 10' 11.25' 20' 10' 15' 25' (3) 10' 25' 10' 20' 15' 20' 22.5' 10' 40' or 3 habitable stories over parking 15' Minimum Floor Area Garage/Storage Area 1526 Sq. Ft. Below building parking for 2 cars and additional storage area will be provided for each unit. (1) Buildings, structures and pavements shall not encroach into required landscaped buffers. (2) The multi-family minimum front-yard setback shall be increased to 23 feet where both perpendicular parking and a 5-foot wide sidewalk are located within such front yard setback. (3) All buildings with 3 habitable stories shall be set back a minimum of fifty feet from the eastern RPUD boundary. (4) Lake setbacks are measured from the control elevation established for the lake. 11 Aaenda Item No. 16021 - June 24,2008 Page 49 of 91 B. Off-Street Parkina and Loadina Reauirements: Parking shall be as required by Section 4.05.00 of the Land Development Code in effect at the time of building permit application. C. Open Space/Natural Habitat Preserve Area Reauirements: 1. A minimum of sixty (60) percent open space, as described in Subsection 4.07.02G.2. of the Land Development Code, shall be provided on-site for any residential project. 2. A minimum of 1.81 acres of preserve areas are required to be provided on-site, emphasizing the largest contiguous area possible, as described in Section 3.05.07 of the Land Development Code. The owner/developer has agreed to provide a total of 2.21 acres of preserve areas. These shall consist of 1.43 acres of retained existing native vegetation areas and 0.78 acres of newly created and replanted native vegetation areas, as shown on the RPUD Master Plan. D. Landscapina and Bufferina Reauirements: 1. If landscape buffers are determined to be necessary adjacent to wetland preserve areas, they shall be separate from those preserve areas. 2. Landscaping and buffering shall be provided per Section 4.06,00 of the Collier County Land Development Code. E. 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). F. Sians Signs shall be permitted as described within Section 5.06.00 of the Collier County Land Development Code. 12 Agenda Item No. 16021 June 24, 2008 Page 50 of 91 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 "A", 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 Princioal Uses and Structures: 1. Passive recreational areas. 2. Hiking, and nature trails, and boardwalks. 3. Water management structures. 4. Native preserves and wildlife sanctuaries. 13 Agenda Item No. 16021 June 24, 2008 Page 51 of 91 SECTION V DEVELOPMENT COMMITMENTS 5.1 PURPOSE The purpose of this Section is to set forth the commitments for the development of this project. 5.2 GENERAL All facilities shall be constructed in strict accordance with final site development plans, final subdivision plats and all applicable State and local laws, codes, and regulations applicable to this RPUD. Except where specifically noted or stated otherwise, the standards and specifications of the official County Land Development Code shall apply to this project. 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 RPUD Master Plan and the regulations of this RPUD, 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 Document. 5.3 RPUD MASTER PLAN A. Exhibit "A", RPUD Master Plan illustrates the proposed development and is conceptual in nature. Proposed area, tract, 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 Subsection 10.02.13E. of the Collier County Land Development Code, amendments may be made from time to time. B. 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. 5.4 SCHEDULE OF DEVELOPMENT/MONITORING REPORT AND SUNSET PROVISION A site development plan shall be submitted per County regulations in effect at time of site plan submittal. The project is projected for development in one or two phases and construction is anticipated to commen'ce as soon as all development permits and financing are in place. 14 Agenda Item No. 16021 June 24,2008 Page 52 of 91 A. The landowners shall proceed and be governed according to the time limits pursuant to Section 10.02.130. of the Land Development Code. B. Monitorina Reoort: An annual monitoring report shall be submitted pursuant to Section 10.02.13F. of the Collier County Land Development Code. 5.5 ENGINEERING A. This project shall be required to meet all County Ordinances in effect at the time final construction documents are submitted for development approval. B. Design and construction of all improvements shall be subject to compliance with appropriate provisions of the Collier County Land Development Code, Section 10.02.04, Subdivision Design and Layout and Section 10.02.03, Site Development Plans. 5.6 WATER MANAGEMENT A. If applicable, existing or proposed easements for Collier County storrnwater facilities shall be maintained free of landscaping, berms or any other kind of obstacles that would impede adequate access by maintenance crews and equipment. B, A copy of the SFWMD Surface Water Permit, permit modification, or waiver shall be submitted at the time of site development plan application. C, An excavation permit shall be required for any proposed lake(s) in accordance with the Collier County Code of Laws and Ordinances and SFWMD Rules, D. Lake setbacks from the perimeter of the RPUD may be reduced to twenty- five (25) feet where a six (6) foot high fence or suitable substantial barrier is erected. E. Stormwater calculations signed and sealed by a Florida professional engineer shall be provided at the time of site development plan submittal. F. Maximum allowable discharge rates must be in compliance with Ordinance No. 90-10, as amended, 5.7 UTILITIES 15 Agenda Item No. 16021 June 24,2008 Page 53 of 91 A. Water distribution, sewage collection and transmission and interim water and/or sewage treatment facilities to serve the project shall be designed, constructed, conveyed, owned and maintained in accordance with Collier County Ordinance No. 04-31, as amended, and other applicable County rules and regulations. B. This RPUD is located within the Collier County Water/Sewer District and is subject to application for and conditions associated with a Sewer Availability Letter from the Collier County Utilities Division. This RPUD shall also be subject to submission and conditions of a "Statement of Availability Capacity" from the City of Naples. C. Although the site is entirely within the Collier County Water/Sewer District, potable water is served by the City of Naples. Even though the site contains a 4-inch force main, it shall not be used to provide service unless a hydraulic capacity report has been submitted and approved by the County Public Utilities Division. In lieu of connection to the aforementioned 4-inch force main, connection to either the 12-inch force main on Bayshore Drive or 12-inch force main on Thomasson Drive shall be preferred. 5.8 TRAFFIC A. All traffic control devices, signs, pavement markings and design criteria shall be in accordance with Florida Department of Transportation (FDOT) Manual of Uniform Minimum Standards (MUMS), current edition, FDOT Design Standards, current edition, and the Manual on Unifonn Traffic Control Devices (MUTCD), current edition. All other improvements shall be consistent with and as required by the Collier County Land Development Code. B. Arterial level street lighting shall be provided at all development access points. Access lighting shall be in place prior to the issuance of the first certificate of occupancy. C. Access points, including both driveways and proposed streets, shown on the RPUD Master Plan are considered to be conceptual. Nothing depicted on any such RPUD Master Plan shall vest any right of access at any specific point along any property frontage. All such access points shall be approved or denied during the review of required subsequent site plan or final plat submissions. All such accesses shall be consistent with the Collier County Access Management Policy (Res. 01-247), as it may be amended from time to time, and with the Collier County Long-Range Transportation Plan. The number of access points constructed may be less than the number depicted on the RPUD Master Plan; however, no 16 Agenda Item No. 16021 June 24, 2008 Page 54 of 91 additional access points shall be considered unless a subsequent RPUD amendment is approved. D. Site-related improvements (as opposed to system-related improvements) necessary for safe ingress and egress to this project, as determined by Collier County, shall not be eligible for impact fee credits. All required improvements shall be in place and available to the public prior to the issuance of the first certificate of occupancy. E. Road impact fees shall be paid in accordance with Collier County _ Ordinance 01-13, as amended, and Section 10.02.07 of the Land Development Code, as amended, F. All work within Collier County rights-of-way or public easements shall require a right-of-way permit. G. All proposed median openings shall be in accordance with the Collier County Access Management Policy (Resolution 01-247), as amended, and the Land Development Code, as it may be amended. Collier County reserves the right to modify or close any median openings existing at the time of approval of this RPUD which are found to be adverse to the health, safety and welfare of the public. Any such modifications shall be based on, but are not limited to, safety, operational circulation, and roadway capacity. H. Nothing in any development order shall vest a right of access in excess of a right-in/right-out condition at any access point. Neither shall the existence of a point of ingress, a point of egress or a median opening, nor the lack thereof, be the basis for any future cause of action for damages against Collier County by the developer, its successor in title, or assignee. I. All internal roads, driveways, alleys, pathways, sidewalks, and interconnections to adjacent developments shall be operated and maintained by an entity created by the developer. Collier County shall have no responsibility for maintenance of any such facilities. J. If any required tum lane improvement requires the use of existing County rights-of-way or easements, compensating right-of-way shall be provided without cost to Collier County as a consequence of such improvement. K. If in the sole opinion of the Collier County Transportation Division, a traffic signal, or other traffic control device, sign or pavement marking improvement within a public right-of-way or easement is determined to be necessary, the cost of such improvement shall be borne by the developer 17 Agenda Item No. 16021 June 24, 2008 Page 55 of 91 and shall be paid to Collier County before the issuance of the first certificate of occupancy. L. Adjacent developments have not been designed to provide shared access or interconnections with this development. The developer, or assigns, shall assure that any such shared access or interconnection is utilized and shall accommodate the perpetual use of such access by incorporating appropriate language into the development covenants. M. The developer shall replace the temporary asphalt sidewalk along Thomasson Drive with a 6-foot wide concrete sidewalk prior to the issuance of the first certificate of occupancy. N. Prior to approval of the site development plan, the owner shall deed over the right-of-way easement located at the southwest comer of the subject property to Collier County. 5.9 PLANNING A. Pursuant to Section 2.03.07E. 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. B. The developer shall construct a swimming pool and cabana prior to the first residential unit in the project receiving a certificate of occupancy. C. The developer shall pay 1/3 of the costs, as determined by the Bayshore MSTU, of providing Bayshore Drive type architectural streetscape within the northern half of the Thomasson Drive right-of-way along the project's entire frontage of about 1300 feet along Thomasson Drive. Such payment shall be made to the Bayshore MSTU prior to approval of the project's site development plan. 5.10 ENVIRONMENTAL A. Environmental permitting shall be in accordance with the State of Florida Environmental Resource Penn it Rules and be subject to review and approval by the Environmental Services Staff. B. Areas that fulfill the native vegetation retention standards and criteria of the Growth Management Plan shall be set aside as preserves, All conservationLpreservation areas shall be designated as preserves on all construction plans and, if the project is platted, shall be recorded on the 18 Agenda Item No. 16021 June 24, 2008 Page 56 of 91 plat with protective covenants per or similar to Section 704.06 of the Florida Statutes, Preserve areas shall be dedicated on the plat to the project's homeowners association or like entity for ownership and maintenance responsibilities and to Collier county with no responsibility for maintenance. Buffers and setbacks shall be provided in accordance with Section 3.05.07 of the Collier County Land Development Code. In the event the project does not require platting, all conservation areas shall be recorded as conservation easements dedicated to project's homeowners association or like entity for ownership and maintenance responsibility and to Collier County with no responsibility for maintenance. C. 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 Environmental Services Staff. D. An exotic vegetation removal, monitoring, and maintenance (exotic-free) plan for the site, with emphasis on the conservation/preservation areas, shall be submitted to Environmental Services Staff for review and approval prior to final site development plan/construction plan approval. This plan shall include the methodology and a time schedule for removal of exotic vegetation within the conservation/preservation areas. E. A Preserve Area Management Plan shall be provided to Environmental Services Staff for approval prior to site/construction plan approval identifying methods to address treatment of invasive exotic species, fire management, and maintenance. F. All agency permits shall be submitted prior to final plat/construction plan approval or site development plan approval. G. This RPUD shall comply with the environmental sections of the Collier County Land Development Code and appropriate environmental sections of the Growth Management Plan in effect at the time of final development order approval. H. This RPUD shall comply with the guidelines of the USFWS and FFWCC for impacts to protected species. A habitat management plan for those species shall be submitted to Environmental Services Staff for review and approval prior to site development plan approval. 19 Agenda Item No. 16021 June 24, 2008 Page 57 of 91 I. All principal structures shall have a minimum setback of 25 feet from the boundary of any preserve. Accessory structures and all other site alterations shall have a minimum 10-foot setback, J. All Category I invasive exotic plants, as defined by the Florida Exotic Pest Plant Council, shall be removed from within preserve areas and subsequent annual removal of these plants (in perpetuity) shall be the responsibility of the property owner. 20 III' '-.. !;m- .- ,- .- .. '- !:!i I_ ,. , I , III i r 'i~ ! I ! i ! ~ = & Kl I I~ ; ~ -< ~ ~I" m ~ " ~ ~ "' ~ ~ ~cg ~~ Q~ !l li,iii~lil' i ill i ;: ~ ! q ~I ; "15~ i ~ II! :.I~II~.;f ; Ih Ii ~ ~ ~ i.~. !II ~ !Ii I ~ ~ ! II!hB ~~~ ~ ~ ~ I iQllliil ; f~ ~ I" Ilil ; Iii I~ I . ~ ~! ~r ~I c II ~ ',:.;. .~,. _ - ....i.':."'" '~"" , tJi'" _~~':~;;:)'; .',~,.~.;.l' !.- I II t"'.:i;.l.."~::I;"'.'-.~.'.1.....'~.-.! I' I!~ ~~:Jtl!Z _-- r. '~1'~' 1... ,.. . '_lOW'...... i'l I:;. ill EID Agenda Item No. 16021 June 24, 2008 Page 58 of 91 IIIII~ I L ""zeN"" -_=.~----- I IAY8HQRI DfW! lRNIVARlEIl (4<U.NESI i -- . I ===~~-=~ ., ~: n--i+! Iii I i, - --, : I I,! 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I I. :, III I :1 I ' II , ,i II II'1 '11'.-- l: m i ~ l!~ ill,1 IIJi1jilil' ~i :Ui i:~ :\1\ il: ~-~ Ii ;II~ 8 !Ez ~11G1 +~ I ~: IlJ S 1".;;11; ~i ~iC~ ~I~ I I II 11 ~ ;. ~il~l~ (?:z n.~ 'I~ I II I a. a-i i~' z m = ~ il C I I' I I ~I~ ~H,!i r~ I ii ' ; - ~ ~i!dal ~!! ~ ~ ~~: III ~ i'lili j ; !~!E ei II ' II hI Ii; ; i~i 11/1:1 s ; J~ i ! ~ I I RE$IlEI<TW.NlEA . ~ " II: ! I I i "0"0-"<="",_1 J' ~! ii .,=--._ ~ ~ I " P~!i1 II < I I Co3 ZClHN1 UNIlEVl.Of'EIl Agenda Item No. 16D21 June 24. 2008 Page 59 of 91 ---- 8AYSHOREDRIYE~;;;;; - -- (4-lNES) ~ - " ij ./ J!~ . - -) ~~! -- ...~~~ - \ ! I I 11-:--- ~i~i LJ. ...~ - ~ ~ i - ~ . ; I ~; II !i -~ ~~.~"=~ -<..;OS~ l:d~;; Ii' il: Es~~~ ~~i~g =",2 ~~~ YO 2 t"' 0< .N' _ \ _ ~ . ~ !l ~ Agenda Item No. 16D21 June 24. 2008 Page 60 of 91 Prepared by: Patrick G. White Ass't. Collier County Att'y. 3301 Tamlami Trial Ea.t "'apl.., FL 34112 This space for recording AGREEMENT AUTHORIZING AFFORDABLE HOUSING DENSITY BONUS AND IMPOSING COVENANTS AND RESTRICTIONS ON REAL PROPERTY THIS AGREEMENT is made as of the day of , 2005, by and (the (the between James J. Fields "Developer") and the Collier County Board of County Commissioners "Commission"), collectively, the "Parties." RECITALS: A The Developer owns a tract of real property described in Exhibit "A" attached hereto and incorporated herein (The "Property"). It is the Developers intent to construct a maximum of 108 residential units (the "Units") at a density of Property is 10.89 units per gross acre on the Property. The gross acreage of 9.92 acres. The number of affordable Units constructed by Developer shall be 32 , representing 30 percent of the total number of residential Units in the development. 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 R~\' 9/3/2003 Page 1 of 30 RECEIVED JUL 2 5 2005 PL\NNING SEi\VIC2S et.,l\mENl Agenda Item No. 16021 June 24. 2008 Page 61 of 91 Housing Density Bonus Ordinance No. 90-89, now codified by Ordinance 04-41, as Land Development Code (LDC) S 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. C. The Commission is willing to grant a density bonus to the Developer authorizing the construction of 78 bonus Units on the Property, if the Developer agrees to construct affordable Units as specified in this Agreement NOW, THEREFORE, in consideration of the approval and grant of the density bonus of 7.89 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 follows: 1. Recitals. The above Recitals are true and correct and are incorporated herein by reference. 2. Developer Aareements. The Developer hereby agrees that it shall construct 32 affordable Units which Units shall be sold in accordance with the terms and conditions of this Agreement and as specified by the attached Appendices A & B, Exhibits A B, & C, and Appendix C, which Appendices are incorporated by reference herein and which constitute a part of this Agreement a. The following provisions shall be applicable to the affordable Units: (1) Defined terms: In the event of a conflict between terms as defined in the LDC or in Ordinance No. 90-89, Section 4, the definitions of the LOC will control when applying or interpreting this Agreement In addition to these defined terms and the applicability of LDC S 2.06.04 "Phasing" shall mean: (a) the phased construction of buildings or structures in separate and distinct stages as shown on a PUD master plan, subdivision master plan or site development plan; or (b) in developments where phased construction is not depicted on a PUD master plan, subdivision master plan or site Page 2 of 30 Agenda Item No. 16021 June 24. 2008 Page 62 of 91 development plan, the construction of buildings or structures in a clearly defined series of starts and finishes that are separate and distinct within the 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) Eliaibilitv and Qualification of Owner. Family income eligibility is a three-step process: 1) submittal of an application by a prospective Owner; 2) verification of family housing unit provided under the affordable housing density bonus program prior to being qualified at the appropriate level of income (moderate income) in accordance with this Section; 3) certification of eligible Owner by the Financial Administration and Housing Department The Developer shall be responsible for qualifying Owners by accepting applications, 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 Financial Administration and Housing Department Qualification by the Developer of any persons as an eligible Owner family shall be subject to review and approval in accordance with the monitoring and enforcement program in LDC 99 2.06.05 and 2.06.06, respectively.' (a) Application. A potential owner shall apply to the developer, owner, manager, or agent to qualify as a low income family for the purpose of owning and Page 3 of 30 Agenda Item No. 16021 June 24. 2008 Page 63 of 91 occupying an affordable housing unit pursuant to the affordable housing density bonus program. The Preliminary Application for Affordable Housing Unit shall be provided by the Financial Administration and Housing Department 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 sold whose household income has not been verified and certified in accordance with this Agreement and LDC 92.06.05. (c) Income Verification. The Developer shall obtain written verification from the potential occupant (inciuding the entire household) to verify all regular sources of income (including the entire household). The most recent year's federal income tax return for the potential occupants (including the entire household) may be used for the purpose of income verification, attached to the Affordable Housing Applicant Income Verification form, including a statement to release information, occupant verification of the return, and a signature block with the date of application. The verification shall be valid for up to one hundred eighty (180) days prior to occupancy. Upon expiration of the 180 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 Financial Administration and Housing Department 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 Developer shall require than an income certification form be executed by the potential occupant (including the entire household) prior to occupancy of the affordable housing unit by the occupant. Income certification shall assure that the potential occupant has an appropriate household income which qualifies the potential occupant as an eligible Page 4 of 30 Agenda Item No. 16021 June 24. 2008 Page 64 of 91 family to occupy an affordable housing unit under the affordable housing density bonus program. The Affordable Housing Applicant Income Certification form shall be provided by the Financial Administration and Housing Department as shown in Appendix B, Exhibit C, is attached to this Agreement and is incorporated by reference herein. Random inspection of files containing required documentation to verify occupancy in accordance with this Agreement and LDC ~ 2.06.00. may be conducted by the Financial Administration and Housing Department upon reasonable notice. (4) Annual Proaress and Monitorina Report. The Developer shall provide the Financial Administration and Housing Department an annual progress and monitoring report regarding the delivery of affordable housing units throughout the period of their construction and occupancy. The annual progress and monitoring report shall, at a minimum, provide any information reasonably required to insure compliance with LDC ~ 2.06.00, 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 Financial Administration and Housing Department. Failure to complete and submit the monitoring report to the Financial Administration and Housing Department 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. (5) Occupancv 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, or by a resident manager. 3. Density Bonus. The Commission hereby acknowledges that the Developer has met all required conditions to qualify for a density bonus, in addition to the base residential density of 3 units per acre, and is therefore granted a density bonus of 7.89 density bonus units per acre, for a total density (total = Page 5 of 30 Agenda Item No. 16021 June 24. 2008 Page 65 of 91 density bonus units per acre X gross acreage) of 11.89 units/ac, pursuant to LDC ~ 2.06.00 The Commission further agrees that the Developer may construct thereon, in the aggregate a maximum number of 108 units on the Property provided the Developer is able to secure building permit(s) from Collier County. 4. Commission Aareement. During the term of this Agreement, the Commission acting through the Financial Administration and Housing 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 LDC ~ 2.06.00 to sell or occupy, or attempt to sell or occupy, an affordable housing 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 Financial Administration and Housing Department or by any other persons pursuant to the authority which is delegated to them by LDC ~ 2.06.00 Collier County or its designee shall have full power to enforce the terms of this Agreement. The method 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 Proceedinas. Whenever it is determined that there is a violation of this Agreement or of LDC 9 2.06.00, that should be enforced before the Code Enforcement Board, then a Notice of Violation shall be issued and sent by the appropriate department by certified return- receipt requested U.S. Mail, or hand-delivery to the person or developer in violation. Page 6 of 30 Agenda Item No. 16021 June 24. 2008 Page 66 of 91 The Notice of Violation shall comply with the requirements for such Notices. c. Certificate of Occupancv. In the event that the Developer fails to maintain the affordable units in accordance with this Agreement or LDC S 2.06.00, 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 LDC S 2.06.00, as amended. 6. Assignment bv 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. Severabilitv. 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 and shall either be personally delivered or shall be sent by mail, postage prepaid, to the Parties at the following addresses: Page 7 of 30 Agenda Item No. 16021 June 24. 2008 Page 67 of 91 To the Commission: Collier County Financial Administration and Housing Department 2800 North Horseshoe Drive Naples, Florida 34104 To the Developer: James J. Fields 15544 Monterosso Lane #2 Naples, FL 34110 With copy to: 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. Authoritv to Monitor. The Parties hereto acknowledge that the Collier County Financial Administration and Housing Department or its designee, shall have the authority to monitor and enforce the Developer's obligations hereunder. 10. Indemnifv. 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 the performance of this Agreement. 11. Covenants. The Developer agrees that all of its obligations hereunder shall constitute covenants, restrictions, and conditions which shall run with the land and shall be binding 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. 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. Page 8 of 30 Agenda Item No. 16021 June 24. 2008 Page 68 of 91 12. Recordina. This Agreement shall be recorded at County's expense in the official records of Collier County, Florida. 13. Entire Aareement. 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 required affordable housing as provided in the LDC ~2.06.04. 15. Modification. This Agreement shall be modified or amended only by the written agreement of both Parties. 16. Discrimination. a. The Developer agrees that neither it nor its agents shall discriminate against any owner or potential owner because of said owners race, color, religion, sex, national origin, familial status, or handicap. b. When the Developer advertises, sells or maintains the affordable housing unit, it must advertise sell, and maintain the same in a non-discriminatory manner and shall make available any relevant information to any person who is interested in purchasing such affordable housing unit. c. The Developer agrees to be responsible for payment of any real estate commissions and fees for which it is liable in the purchase and sale of affordable units. e. The affordable housing units shall be intermixed with, and not segregated from, the market rate dwelling units in the development. f. The square footage, construction and design of the affordable housing units shall be the same as market rate dwelling units in the development. All physical 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 Page 9 of 30 Agenda Item No. 16021 June 24.2008 Page 69 of 91 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. Phasinq. The percentage of affordable housing units to which the Developer has committed for the total development shall be maintained in each phase and shall be constructed as part of each phase of the development on the Property. Developer commits to 30 percent affordable housing units for this project, with 30 percent of the units in each phase as built consisting of affordable units. 18. Disclosure. The developer shall not disclose to persons, other than the potential buyer or lender of the particular affordable housing unit or units, which units in the development are designated as affordable housing units. 19. Consistencv. 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. 20. Affordable Housino Density Bonus Development Aoreement. This Agreement is a distinct and separate agreement from "development agreements" as defined by Section 163.3220. Fla. Stat., as amended. 21. Preapolication. Developer has executed and submitted to the Page 100130 Agenda Item No. 16021 June 24, 2008 Page 70 of 91 Development Services Department 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. 22. Governina Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. 23. 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 the 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. IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed as of the day and year first above written. ATTEST: DWIGHT E. BROCK, Clerk BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY. FLORIDA Deputy Clerk By: FRED W. COYLE. CHAIRMAN ----... Approved a t form and legal sufficiency: ~.'. . , i ... ", I Patrick G. W ite Assistant County Attorney Page 11 0130 Agenda Item No. 16021 June 24. 2008 Page 71 of 91 DEVELOPER: Witnesses: 1~ Y.~}7~_ By: . \ .AoMF- S ~, F~=., 'Os SEi~C=rl1 ,( 5n~'f<t Witness ~C;l Printed Name , ,,::;f B .~ Witness Printed Name /c/,,!,t.,,,,;;.. L. ~"V~y STATE OF FLORIDA ) COUNTY OF COLLIER ) The foregoing Agreement Authorizing Affordable Housing Density Bonus And Imposing Covenants And Restrictions On Real Property _:A/l.\fS 1 roEL DS ClIll'l.~\'> {>bltV""iE F\.ii) as was acknowledged before me by cu~1 tJtV(UPFrZ. of who is personally known to me or has produced as identification. WITNESS my hand and official seal this?' sr day of "1 L\.L Y 2005. ..." ..... ... --...... ~ ....._,111 V : CJfl: .......~".,....-. ,................ 1. i::;L~ otary ~blic My Commission Expires: 3 \ " \ '2.Ct)v Page 12 of 30 Agenda Item No. 16021 June 24, 2008 Page 72 of 91 EXHIBIT A LEGAL DESCRIPTION The subject property being 9.92:t acres, is located in Section 14, Township 50 South, Range 25 East and is fully described as, "All of Lot 103 of Naples Groves and Truck Company's Little Farms No.2, according to the plat thereof, as recorded in Plat Book I, at Page 27-A, of the Public Records of Collier County, Florida." Page 13 of 30 ---_..~----_......_,._^~.'_._----- Agenda Item No. 16021 June 24. 2008 Page 73 of 91 APPENDIX A. EXHIBIT A NUMBER OF AFFORDABLE HOUSING UNITSIMONTHL Y BASE RENTS NUMBER OF UNITS Single Multi Family Family BASE RENT Single Multi Family Family LOW INCOME (60% MI) Efficiency o 1 Bedroom o 2 Bedroom o 3 Bedroom 21 4 Bedroom o TOTAL o 21 VERY LOW INCOME (50% MI) Efficiency o I Bedroom o 2 Bedroom o 3 Bedroom 11 4 Bedroom o TOTAL o II VERY-VERY LOW INCOME (25%-50% MI) Efficiency 0 1 Bedroom 0 2 Bedroom 0 3 Bedroom 0 Page 14 of 30 Agenda Item No. 16021 June 24. 2008 Page 74 of 91 4 Bedroom o TOTAL o o (1) Base residential density allowed in this development 3 units/acre. (2) Gross acreage 9.92 (3) Maximum number of affordable housing density bonus units allowed in this development pursuant to LDe Section 2.06.00. 78 units. (4) Gross residential density of this development (including affordable housing density bonus units) 10.89 units/acre. (5) Percentage of affordable units pledged by the developer (as a percent of the total number units in the development) 30 %. Page 15 of 30 Agenda Item No. 16021 June 24. 2008 Page 75 of 91 APPENDIX A. EXHIBIT B AFFORDABLE HOUSING DENSITY BONUS RATING SYSTEM LDC S 2.06.03, 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 unites) 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 unites). An affordable housing density bonus rating based on the household income level and the nvmber of bedrooms is shown in Table A After the affordable housing density bonus rating has been determined in Table A, locate it in Table B. and determine the percent of that type of affordable housing unit proposed in the development compared to the total number of dwelling units in the development. From this determination, Table B will indicate the maximum number of residential dwelling units per gross acre that may be added to the base density. These additional residential dwelling units per gross acre are the maximum affordable housing density bonus (AHDB) available to that development. Developments with percentages of affordable housing units which fall in between the percentages shown on Table B shall receive an affordable housing density bonus equal the lower of the two percentages it lies between plus 111 Oth 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 Page 16 of 30 Agenda Item No. 16021 June 24. 2008 Page 76 of 91 units per gross acre. APPENDIX A. EXHIBIT B AFFORDABLE HOUSING DENSITY BONUS RATING SYSTEM Please calculate your density bonus in the space provided below. Attach additional pages if necessary. TABLE A: AFFORDABLE HOUSING DENSITY BONUS RATING LEVEL OF HOUSEHOLD INCOME NUMBER OF BEDROOMSIUNIT EFFICIENCY AND 1 2 30R MORE 80% MI= MODERATE (OWNER-OCCUPIED, SINGLE-F AMIL Y) 60% MI= LOW (OWNER-OCCUPIED OR RENTAL 2 SINGLE-FAMILY OR MULTI- F AMIL Y) o I" I" 3 4 50%MI= VERY LOW (OWNER OCCUPIED OR RENTAL. SINGLE-F AMIL Y OR MUL TI-F AMIL Y) 3 4 5 "For cluster housing developments in the Urban Coastal Fringe, add 1 density bonus to obtain 2. TABLE B: AFFORDABLE HOUSING DENSITY BONUS (ADDITIONAL A V AILABLE DWELLING UNITS PER GROSS ACRE) AFFORDABLE HOUSING % OF AFFORDABLE HOUSING UNITS DENSITY BONUS RATING 10% 20% 30% 40% I 0 0 I 2 2 0 1 2 3 3 2 3 4 5 4 3 4 5 7 5 4 5 7 8 Page 17 of 30 Agenda Item No. 16021 June 24. 2008 Page 77 of 91 APPENDIX A. EXHIBIT C INCOME AND RENT LEVELS FOR THE LOW AND MODERATE INCOME. Pursuant Chapter 74, Section 74-402 (a)(I); CoIlier County Code of Laws and Ordinances, 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. MEDIAN INCOME 2005 $63,300 Naples, MSA (Collier County) NUMBER OF MEMBERS IN F AMIL Y 1 ~ J ! ~ ! 7 ~ 80% 39,100 44,650 50250 55,850 60,300 64,750 69.250 73,700 60% 29,340 33,480 37,680 41,880 45,240 48,600 51,960 55,260 50% 24,450 27,900 31,400 34,900 37,700 40,500 43,300 46,050 35% 17,115 19,530 21,980 24,430 26,390 28,350 30.310 32235 25% 12,225 13,950 15,700 17,450 18,850 20250 21.650 23,025 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 200 I 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% F AMIL Y INCOME ONE TWO THREE FOUR ! BEDROOM BEDROOM BEDROOM BEDROOM UNIT UNIT UNIT UNIT , 80% $1. 046 $1.256 $1,451 1$1.618 i 60% $785 $942 1$1,089 I $1,215 , 50% $654 1$785 $907 $1.012 "'50/0 $458 T $549 $635 1$708 '50/0 $327 1$392 $453 1$506 Page 18 of 30 Agenda Item No. 16021 June 24, 2008 Page 78 of 91 UTILITY ALLOWANCES ONE BIR TWOBIR THREE BIR FOUR BIR LOCATION UNIT UNIT UNIT UNIT Naples and Coastal Collier County 71.00 91.00 128,00 156.00 Immokalee and East of Everglades Blvd. 67,00 106.00 148.00 173.00 Golden Gate 96.00 144.00 186.00 211.00 YOU MUST DEDUCT UTILITIES TO CALCULATE NET RENTS. Page 19 of 30 Agenda Item No. 16021 June 24.2008 Page 79 of 91 APPENDIX B. EXHIBIT A PRELIMINARY APPLICA nON FOR AFFORDABLE HOUSING UNIT Date Occupancy Desired: Your Name: Date of Application: Am!. Of Sec. Deposit:_ RaceINational Origin: Handicap: Yes _ No_ RaceINational Origin: Handicap: Yes _ No_ Co- Tenant Name Present Address: Street City State Zip Telephone No. How Long at this Address: Name of Landlord 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 State Zip Telephone No. ;\lame of Previous Landlord Street City State Zip Telephone No. APPLICANT: Present Employers Name Address and Telephone No. How long with Present Employer: Job Title Gross Salary: Hourly $_ Weekly $_ Every 2 Weeks $ Monthly $ Social Security Number Previous Employers Name Address and Telephone No. How long with Previous Employer CO-TENANT: Birth Date Job Title Present Employers Name Address and Telephone No. How long with Present Employer: Job Title Page 20 of 30 Agenda Item No. 16021 June 24. 2008 Page 80 of 91 Gross Salary: Hourly $_ Weekly $ Social Security Number Previous Employers Name Address and Telephone No. How long with Previous Employer Every 2 Weeks $ Birth Date Monthly $ Job Title NAMES OF ALL WHO WILL OCCUPY APARTMENT BIRTH DATE ~ ~ SOCIAL SECURITY L 2. 3. PERSONAL REFERENCES (Not Relatives) I. Name: 2. Name: Address: Address: How Long Known: How Long Known: Page 21 of 30 Agenda Item No. 16021 June 24. 2008 Page 81 of 91 APPENDIX B. EXHIBIT B AFFORDABLE HOUSING APPLICANT INCOME VERIFICATION Date: Applicant's Name: Co. Tenant's Name: : Telephone No. Social Security Number Social Security Number Present Address: Street City State I hereby make application for a single family unit at 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. Zip 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 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. Applicant Amount Frequency 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 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Page 22 of 30 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Co-Occupant Amount Frequency Received of Pay $ $ $ $ $ $ $ $ $ :5 :5 :5 :5 S S :5 :5 $ $ $ $ $ :5 $ $ :5 $ $ :5 :5 $ :5 S $ Agenda Item No. 16021 June 24. 2008 Page 82 of 91 Union Pension $ $ $ - $ Self-Employment Business, Silent Partner, etc. $ $ - $ - $ Private Insurance Pension $ $ $ $ TOTAL ANNUAL INCOME $ $ 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. THE SAME MUST BE EXECUTED FOR EACH OCCUPANT OF THE HOUSEHOLD WHO CONTRIBUTED TO THE ANNUAL HOUSEHOLD INCOME. FAILURE TO REPORT ALL SOURCES OF HOUSEHOLD INCOME WILL RESULT IN DISQUALIFICATION FOR TENANCY IN AFFORDABLE HOUSING UNIT. Page 23 of 30 Agenda Item No. 16021 June 24. 2008 Page 83 of 91 APPENDIX B. EXHIBIT C AFFORDABLE HOUSING APPLICANT INCOME CERTIFICATION APPLICANT: Present Employer: Address: Job Title: Street City State Zip I. , hereby authorize the release of information requested (Applicant) on this certification form. Signature of Applicant STATE OF FLORIDA ) ) ss COUNTY OF COLLIER) The foregoing was acknowledged before me by Who is personally known to me or has produced identification. as Witness my hand and official seal this day of .2005. (notary seal) Notary Public My Commission Expires: Page 24 of 30 Agenda Item No. 16021 June 24. 2008 Page 84 of 91 EMPLOYER CERTIFICATION Applicant's Gross Annual Income or Rate or Pay: $ Number of Hours Worked (Weekly):_, Frequency of Pay: Amount of Bonuses, Tips, or other Compensation Received: $ $ Annually Monthly Supervisor STATE OF FLORIDA ) ) ss COUNTY OF COLLIER) The foregoing was acknowledged before me by Who is personally known to me or has produced identification. as Witness my hand and official seal this __ day of ,2005. (notary seal) My Commission Expires: THE CERTIFICATION 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. Notary Public Page 25 of 30 Agenda Item No. 16021 June 24. 2008 Page 85 of 91 APPENDIX C DEVELOPER APPLICA nON FOR AFFORDABLE HOUSING DENSITY BONUS Pursuant to LDC S 2.06.01 please complete this form and submit it with any accompanying documentation to the Community Development & Environmental Services Division, 2800 North Horseshoe Drive, Naples, Florida 34104. A copy must also be provided to the Financial Administration and Housing Department. All items requested must be provided. I. Please state what zoning districts are proposed by the applicant, if any, on the property and the acreage of each; PUD-9.92 2. Has an application for rezoning been requested in conjunction with the affordable housing Density bonus? X Yes No If yes, state date of application 12-2-04 . and if the request has been approved, state the Ordinance number 3. Gross density of the proposed development. 10.89 units/acre. Gross acreage of the proposed development. 9.92 acres. 4. Are affordable housing density bonus Wlits sought in conjunction with an application for a planned Wlit development CPUD)? X Yes No. If yes, please state name and location of the PUD and any other identifying information. Cirrus Pointe PUD, located and the northeast comer of the intersection between Thomasson Drive and Bavshore Drive. 5. Name of applicant James J. Fields Name of land developer if not the same as Applicant: _ N/ A 6. Please complete the following tables as they apply to the proposed development. Page 26 of 30 TABLE I Total Number of Units in Develooment Type of Owner Unit Rental Occuoied Efficiency 0 One Bedroom 0 Two Bedroom 0 Three Bedroom 108 Other Bedroom 0 TOTAL 108 TABLE II Number of Affordable Housinsz Units Total Number of Proposed Use for Affordable Units Density Bonus Units in Development Owner Owner Rental Occuoied Rental Occuoied MODERATE INCOME 80% MI Efficiency I Bedroom 2 Bedroom 3 Bedroom Other TOTAL 0 0 0 0 Page 27 of 30 Agenda Item No. 16021 June 24, 2008 Page 86 of 91 Agenda Item No. 16021 June 24. 2008 Page 87 of 91 LOW rNCOME 60% MI Efficiency 0 _0_ I Bedroom 0 0 2 Bedroom 0 0 3 Bedroom 22 22 Other 0 0 TOTAL 22 22 VERY LOW Il'iCOME 50%MI Efficiency 0 0 I Bedroom 0 0 2 Bedroom 0 0 3 Bedroom 10 10 Other 0 0 TOTAL 10 10 7. Please provide a physical description of the affordable units by type of unit (moderate, low, vel)' low income) and by number of bedrooms. Include in your description, for example, the square footage of each type of unit, floor coverings used throughout the unit (carpeting, tile, vinyl flooring); 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 Page 28 of 30 Agenda Item No. 16021 June 24.2008 Page 88 of 91 additional pages as Exhibit "0" if needed. (See Attached) 8. 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 if needed. Page 29 of 30 Agenda Item No. 16021 June 24. 2008 Page 89 of 91 APPENDIX D CIRRUS POINTE PUD PHYSICAL DESCRIPTION OF AFFORDABLE HOUSING UNITS There will be a minimum of 32 Affordable Housing Units constructed in the Cirrus Pointe PUD. These Affordable Housing Units will be comprised of 10 three-bedroom Very Low Income (50% of Median Income) and 22 three-bedroom Low Income (60% of Median Income) Units. All Affordable Housing Units will be sold to owners as owner-occupied multi-family units. Each unit will come standard with carpet and tile floors, refrigerator, dishwasher, stove, washer/dryer, basic lighting/ceiling fan package, and bathrooms will have ceiling exhaust fans. The three-bedroom units will have a minimum air-conditioned area of 1526 square feet. Garage parking will provide 2 parking stalls for each unit and will also house additional storage areas for each unit The entire community will consist of up to 108 multi-family homes and the units that are not designated Affordable Housing Units will be offered as moderately priced multi- family homes. The community will have the following amenities open to the residents of Cirrus Pointe: pool/cabana, fountains, sidewalks and gated security. Page 30 of 30 Agenda Item No. 16021 June 24. 2008 Page gO of 91 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 and correct copy of: ORDINANCE 2005-63 Which was adopted by the Board of County Commissioners on the 15th day of November, 2005, during Regular Session. WITNESS my hand and the official seal of the Board of County Commissioners of Collier County, Florida, this 18th day of November, 2005. DWIGHT E. BROCK.. , Clerk of Courts ap}~:.~e~? .... Ex-officio to Bofii:d of .."'.;' County CommisSio.n1ft1','/'J ....,i.' rl.. ~~: :,~::~",~:.';~r .'.:~; L.V..LU.A.. ~' . (; ': i..''- ,_. ~ .' - '-' . By: Ann J nejo 11,.,.'>,. . Deputy Clerk . .' . . . Page 1 of 1 Agenda Item No. 16021 June 24. 2008 Page 91 of 91 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: 16D21 Item Summary: Recommendation that the Board of County Commissioners approves, and authorizes the Chairman to Sign, an Amended and Restated Affordable Housing Bonus Density Agreement (AHDBA) to increase the number of affordable units from thtrty-two dwelling units to forty-four dwelling units for the Workforce product types for owner-occupied affordable housing located In the Cirrus Pointe PUD development Meeting Date: 6/24/200890000 AM Prepared By Frank Ramsey SHIP Program Coordinator Date Public Services Housing and Human Services 6/12/200812:28:10 PM Approved By Marcy Krumbine Director Date Public Services Housing & Human Services 6/12/20084:26 PM Approved By Marla Ramsey Public Services Administrator Date Public Services Public Services Admin. 6/12/20084:34 PM Approved By OMS Coordinator OMS Coordinator Date County Manager's Office Office of Management & Budget 6/13/2008 1 :01 PM Approved By Heidi F. Ashton Assistant County Attorney Date County Attorney County Attorney Office 6/13/20084:40 PM Approved By Sherry Pryor Management & Budget Analyst Date County Manager's Office Office of Management & Budget 6/17/20083:02 PM Approved By James V. Mudd County Manager Date Board of County Commissioners County Manager's Office 6/18/200812:40 PM file://C:\AgendaTest\Export\ 11 0-June%2024,%202008\16.%20CONSENT%20AGENDA\1,.. 6/18/2008