8:fi)AM - Collier County

COLL!ER COUNTY
AFFORDABLE HOUS!NG ADVISORY COMMITTEE
MEETING
AGENDA
Affordable Housing Advisory Committee (AHAC)
3299 TamiamiTrail East, 5th Floor, Training Room
Naples, Florida 34112
May 16, 2016
8:fi)AM
COMMITTEE MEMBERS
Steve Hruby, AHAC Chairman
Taylor McLauBhlin, Vice-Chair
Joseph Schmitt, AHAC Member
Litha Berger, AHAC Member
John Cowan, AHAC Member
Kristi Bartleft, AHAC Member
Dr. Carlos Portu, AHAC Member
christina Apostolidis, AHAc Mem ber
Mark Strain, AHAC Member
Denise Murphy, AHAC Member
COLLIER COUNW STAFF
Xim Grant, Director, Community and Human Services
Barbetta Hutchinson, Operations Coordinator
CHS
Jason Rummer, Operations Analyst, Public Services
NOTICE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM MUST REGISTER PRIOR TO SPEAKING.
ALL REGISTERED SPEAKERS WILL RECEIVE UP TO THREE (3) MINUTES UNLESS THE TIME IS ADJUSTED BY
THE CHAIRMAN. DURING COMMITTEE DISCUSSION, COMMITTEE MEMBERS MAY ASK
DIRECT
QUESTIONS TO INDIVIDUALS. PLEASE WAIT TO BE RECOGNIZED BY THE CHAIRMAN AND STATE YOUR
NAME AND AFFILIATION FOR THE RECORD BEFORE COMMENTING.
IF YOU ARE A PERSON WITH A DISABILIW WHO NEEDS ACCOMMODATION IN ORDER TO PARTICIPATE IN
THIS MEETING, YOU ARE ENTITLED, AT NO COST TO YOU, THE PROVISION OF CERTAIN ASSISTANCE.
PLEASE CONTACT THE COLTIER COUNTY FACILITIES MANAGEMENT DEPARTMENT. ASSISTED TISTENING
DEVICES FOR THE HEARING IMPAIRED ARE AVAILABLE IN THE COUNTY COMMISSIONER'S OFFICE-
L
AHAC Meeting
May 16, 2016
1. CALL TO ORDER
2. ROLL CATL OF COMMITTEE MEMBERS AND STAFF
3. AGENDA AND MINUTES
a. Approval of today's agenda
b. Approve AHAC Minutes April 25,2Ol5
4. INFORMATION ITEMS
a. Habitat lnformation - Denise Murphy
b. Herald Tribune Article Regarding Affordable Housing
5. PUBTIC COMMENT
a. Persons wishing to speak must register prior to speaking. All registered speakers
will
receive up to three (3) minutes unless the time is adjusted by the Chairman.
5.
7.
DISCUSSION ITEMS AND PRESENTATIONS
a.
b.
2016 HUD AMI
c.
Community Wide Housing Plan Charter Draft Review
-
Taylor McLaughlin
For Profit Affordable Housing "Deal" Structures and Financing Approaches
-
-
Steve Hruby
Kim Grant
STAFF AND COMMITTEE GENERAT COMMUNICATIONS
NEXT MEETING DATE: June 20,2016; 8:00am to 10:00am.
LOCATION: 5th Floor Training Room, Administration @uilding F) located at 3299
Tamiami Trail East.
8.
ADJOURN
2
AHAC 5/16/16
Item 3b
MTNUTES OF THE COLLIER COUNTY
AFFORDABLE HOUSING ADVISORY COMMITTEE
MEETING
April 25,2016
Naples, Florida
LET IT BE REMEMBERED that the Collier County Affordable Housing Advisory
Committee met on this date at 8:00 AM in a WORKING SESSION at 3299 Tamiami Trail East,
Building F, 5s Floor, Training Room, Naples, Florida, with the following Members present:
Present:
Absent:
Excused:
Steve tlruby, Chair
John Cowan
Litha Berger
Mark Strain
Kristi Bartlett
Denise Murphy
Carlos Portu
Christina Apostolidis
Joseph Schmitt
Taylor Mclaughlin
AI,SO PRESENT:
Community and Human Services
Barbetta Hutchinson, Operations Coordinator - CHS
Jason Rummer - Operations Analyst - Public Services
Raynesha Hudnell, Grants Coordinator
Public PRESENT:
Rene Givens, Hunger Homeless Coalition
Barbara Melvin, First Florida lntegrty Bank
Mary Waller, NABOR
Jennifer Stark, Naples Florida Dream Home
Michael Puchalla, HDC of SWFL
Jim Wamken, David Lawrence Center
Tamara Paquette, Candidate for County Commissioner, District 5
Alison Thom
Terry Kays, Adonis Autism, lnc.
l.
Kim Grant, Director
-
CALL To ORDER
Chairman Hruby called the meeting to order at 8:10 am. Mr. Hruby read the procedures to be
observed during the meeting.
AHAC 5/16/16
Item 3b
2.
RoLL Clr,l - CoMMrrrEE MEMBERS AND STAFF
With six members in attendance a quomm was established.
3.
APPRoVAL oF AGENDA
A.
Approval oftoday's agenda Kim asked that an item be added to 6e. Litha Berger moved
to approve the agenda as amended, Kristi Bartlett seconded. There was a vote of 6-0 to
approve.
B. Approval of Minutes from March 28, 2016. John Cowan motioned to approve and Litha
Berger seconded. The vote was 6-0 to approve.
4. INFoRMATIoNAL
ITEMS
A.
Taylor Mclaughlin was to report on the 2016 HUD AMI, but was not in attendance. Kim
suggested that we move her presentation to the next meeting and the group agreed.
B.
The group discussed the e-mail received ftom Mark Hahn. Mark Strain felt the
information was overstated.
C. Kim
gave the group an overview
ofthe webpage with the location ofall AIIAC related
materials including information for new members, meeting agendas and minutes.
D. Kim told the group
about the SAIL allocation (State Apartment Incentive Loan) and
explained that apartrnents are desperately needed. It has been 5 years since Collier County
has received these funds.
5. PuBLrc CoMMENT
A. Jim Warnken of the David Lawrence Center expressed his views regarding simple and
greater incentives for workforce housing.
B.
Tamara Paquette stated that there is a gteat lack of affordable housing and she supports
what the committee is doing is trying to provide acceptable housing for our workforce, and
specifically would like to see less impact fees for affordable housing.
6. DrscussroN ITEMS
A.
AND PRESENTATToNS
Jason Rummer gave the goup an update of the HOI and related data. He said that home
prices are moving up, but the income rate remains flat which makes affordability go down.
He reviewed the housing opportunities index, the average median income and the average
median housing price. He also said that the average rent in Collier County has gone up
approximately 70% over the past 2 years. Mark Strain asked several questions and
discussion was had on model projection purposes and focusing on need. Agreement was
reached that consistent data sources should be used.
B. Kim
asked the group for help in recognizing what the group knows about for profit
developers. We are being approached by for profit builders and she wants to know how
they are set-up, how their financing works, whetler or not they use grant funds and how
2
AHAC 5/16/16
Item 3b
they are layered. Steve llruby said that there is not much difference between for profit
and not for profit - they use the same dollars and same tax credits. He gave an
explanation of how most big national firms develop, construct and manage the properties
themselves. He gave the group a lot of information including that they use grants, loans,
tax credits and other methods of financing. There were some questions and Litha Berger
asked Steve if he would write a synopsis of the information he gave regarding the process.
He said he would give a presentation to the committee at the next meeting. Denise
Mu.phy said that Habitat relies on other builders to help them build. Tamara Paquette
stated that Habitat pays the builder, and then the State repays Habitat. Denise volunteered
to do some investigation regarding how many houses can be built and bring the
information to the next meeting.
C.
Needs assessment - Kim told the group that every 5 years, as part ofthe consolidated plan
process, we hire a consulting firm to do a needs assessment. This item will be going to the
BCC tomorrow. They will look for the needs of the county including senior housing,
affordable housing, housing for the disabled, healthcare facilities, among others.
o.
Mark Strain spoke to the group regarding the Land Development Code Amendment. He said there
is very little affordable housing and no Medicaid housing. He suggested that we add a requirement
that for any additional FAR approved over the base, that a percentage be required to be a fully
fimded Medicaid or medicare bed. Litha Berger said we have nothing to offer people who are
desperate. Terry Kays joined the discussion by stating that there will be 389,000 adults with
autism who will be looking for housing by the year 2023. Jennifer Stark talked about dorm style
living facilities where people had their own bedroom, while having shared living quarters. After
discussion the committee agreed to request 50oZ of the increase in FAR to be allocated to
Medicare or Medicaid beds seniors. Kim will send an e-mail to Caroline Cilek who is managing
the LDC amendment process. Regarding the request, John Cowan motioned to support the
proposed language, Mark Strain seconded and the group voted 6-0 in favor.
-0.
The group reviewed the application of Mr. Hector Femandez for membership.
The committee reviewed the application for Mr. Fernsndez and had no choice but to to
deny his application as the only available position is "labor engaged in home building"
and Mr. Fernandez does not hqve this experience. His application will be retained for a
time when there is a vacancy.
There are now three preliminarily accepted candidates who couldjoin the committee if an
approptiate slot opens up. They are Mary Walter, Barbara Melvin, and Hector Femandez
(in this order based on application dates).
7. Conrrurxrs
-
STAFF/CoMMIrrEE MEMBER
3
AHAC 5i16116
Item 3b
was a recent meeting of the Chamber of
Commerce and major employers throughout the county. Many items were discussed
including the Bayshore Triangle. The group wanted to know if there was a supply of
county owned property that could be used for affordable housing. All present felt that the
Affordable housing issue was a huge issue for their organizations. They felt that public
and private organizations need to work together to provide housing. Kristi will let the
group know when the next meeting is so that they may attend if they would like.
A. Kristi Bartlett told the group that there
8. ADJoURN
There being no further business for the good of the County, the meeting was adjoumed at
9:35 a.m. by a vote of 5-0. Motioned by Kristi Bartett, seconded by Denise Mrrphy.
John Cowan left the meeting at 9:30 a.m.
NExT MEETING:
Meeting: May 20, 2016; 8:00am to I I :00am.
Location: 5tb Floor Training Room, Administration @uilding F) located at 3299 Tamiami
Trail East.
CoLLIER CoUNTY AFFoRDABLE HoUSING
ADvrsoRY CoMMrrrEE
Stephen Hruby, Chairman
The foregoing Minutes were approved by Committee Chair on
"as submitted' l_) OR "as amended'l 1.
4
2016,
Page
I of 3
AHAC 5/16/16
Item 4b
krIleLald{rihltne
Affordable housingwhere it's most needed
Mott A,v Chobon, Tlv N@ York nf,6
E\Nished: Mondo!, Mds 2, 2016 at 2:.n @4
Bv
The offices of Hobb6 lDc., a third-geneiation
home builder here, are lined wit]l awards and
framed articles for the firm's decades of work.
"2oo8 B€st Residential Remodel O\rer $3
\\\
Million." "2o1o Outstanding Home Over 12,ooo
sq. Ft." "Imus
ir
t}le Aftemoon."
'Livhg Very
Iarge."
In his $/ood-paneled ofEce, scott Hobb6
was
TltE NEw TORKTIMES / ANDRET
going over what may be his most challenging Dom Milts, who moved inro Mirpon \,llare
in Ns caud, cotuL, e18ht ]eaE ato, is
pmject yet: the Millport Aparhents, a
73-u[it
of
affordable housins complex in the center
New Canaa n. I n addition to being president
of
the family business, Hobbs is dtairman of tie
housing authority for this town of 2o,ooo - a
place more often associated with philip
:T*.1""T*:'Jr"il""ff#*.1.
coopLime
trlirs
to
*i*r
rt,te
a srare
lrw. Ne$ catuan
disini*tior
in-o.c of tbe mGr
.'otifi€d
of the
"*s
u
d@de. o{housins
omhi@l]v
Mtion'
Johnson's Glass House and Waveny, the 3oo acre estate ofa founder of Texaco, not
to mention custom-built Hobbs homes on half- to four-acre lots.
In Fairfield County, by many measures the most economically statified county in
tie mo6t economically sb:atified state in the muntry, New Canaan has
perhaps
recently become something of an affordable housing leader.
Not that the town had nruch choice in the matter. A 1990 state law Deant to reverse
decades of housing discrimination requires all of Connecticutt 169 municipalites to
guarantee that at lea-{ 10 percent oftheir housing units are affordable. In New
Canaan, where the average home sells for $1.4 million, that number sta[ds at 2.7
percent.
'The p.oblem is, the state is using
a
said. The housing program "shoutd
bazooka," Hobbs,
a
former tank commander,
fit in with the existing communities instead of
just blowing up what eleryone loves atrout tlem."
A.ll across southwestem Connecticut, some of the r'v€althiest
communities in America
arc grappling with the mandate to make room for those lvho are rlot wealt]ry. some
towns like Fairfield have implemented mandatory inclusionary housing programs,
similar to those in New York Citf Daden, after spending millions on blocking
projects, has started buildiry its own; lrfiile Milford, just a few inlets up the coast,
has faced down numerous lawsuits and politicians have turned this issue into a
reliable get-out-the-vote tactic.
Tim Hollister,
a partner at the law
firm of Shipman &
Mwin,
has fought more than
1oo cases against towns under the slate law. About a quarter have been in Fairfield
County. "In the past decade, I wont say the towns have embraced it, but they've
learned to lire with it," Hollister said. "And
noMy's turned into downtown
stamfod."
The law responsible for all this, statute 8-308, is rather simple and sraightforward'
E\ery Connecticut con0munity hust ensue that 10 percent of its domiciles are
affordable to a family earning, in most cases, about $64,000 a year or less' If not,
http://www.heraldtribune.com/article/201605024',lEWS/160509993/2413lBUSINESS?templ"'
51912016
Page 2
developers effectively have the right to ignore zoning restrictions and build vhateler
housing they want, so long as 30 percent of tho6e units arc set aside as affordable.
Toims can get a four-year reprielE, however, ifthry ens1re a certaitr Dumber of
of
AHAC 5/',16/16
Item 4b
affordable units have been built.
To borrow Hobbs's metaphor, the law has created
ar affordable housing ams race.
And it was one of New Calaan's own who launched the first saho.
charles BerEan, a resident and Ieal estste exeqrtNe experienced in wrangling with
local ordinances, started Aralon Properties (later known as AlalonBa, in 1993.
Among tlre firm's first projects $,as 1o4 apartDents on a pri\ate parkil8 lot Dext to
the New CaDaan train station. The proposal, whicl overcame restrictions on
multifamily housing by including zr affordable units, was rcsoundinSly rej€cted by
the local planning commission but rcp€atedly upheld in court. After ft'e yeaN, the
town settled the dispute and sw'apped out t}te parking lot for a parcel a mile away,
though still ne3r downtown.
After that ordeal, tov',n officials decided to take matters into tleir own hands. In
2oo7, over sbong opposition, a 1 percent suEiarge vas approlcd on building
permits for all new or relovated homes, in order to crcate an affordable housiDg
fund, The town has about 7,5oo households, only 178 of\rtrich were affordable at the
time, so if New Canaan could build roughly 45 to 5s new units e!,ery four ,ears, it
could stave off outside pmjects throwh the 8-3og moratorium.
"It has to
in harmony with the character and the atuospher€ of the town,"
reti€d architect and former dlairman oftle planning and zoning
commission, r^/ho came up with the surcharge. "Right now, we'rejust limping atonS
from four ,€ars to four years, ayiDg to do whatevei we can."
be done
said lasdo Papp,
a
The most obvious site for new units uas in place ofthe town's few old ones. Next to
h'lrat became the A!.dlon pmperty, New Canaan in the rgsos had built
a
goup of
16
bungalords for veteEns (coincidentally constructed by Hobhs' grandfather). Those
were tom down, and tolr'nhomes with 4o affordable units, lgrclvn as the Mill
Apartments, wele built in their place. witi colorful vinyl siding and stainless steel
appliances, the cortrpler opened in 2orl and does not look very diffeEnt from
A\alon's lurury homes next door.
The 24 additional apartments werc not enouSh to qualify for a momtorium, so
officials tumed to another rcighboring ptoperty, a complex of r8 apartDrents buih irl
t983 as federal public housing. These are now being rcdeleloped as the Millport
Apartments, which the town brol(e gound
or last month. With
73 units,
built by New
Yorfs Jonathan Rose CoBpanies, the expaNion will not only corr. the first fouryear moratorium but also go toward a second.
"I've worked in Connectiort affordable housing for t2 years, and I'rc net€r seen a
wealthy suburban town as prcactive about this as New Canaan has been," said David
Mc{arthy, a senior project manager at Jonathan Rqse Cos.
- this
hfiich was pd!"tely developed in
But ofncials insist after the erristing affordable housing has been upgraded
includes one other potenthl
the 197os
-
parel,
Canaan Parish,
they will be out ofviable land. Will the town spe[d millions buying large
homes to demolish and replace with smaller ones, which would aryuably
schools and se\ders
fill local
witiout filli.ng the tax coffers?
"If we had to build more housing, that would mean we couldnl build a new school or
firehouse, *'hich we would need pr€ciseb because ofthe new housing,- said Chris
Hussey, a rcal estate broker who helped build Canaan Parish.
And yet, the town danaged to build 41o units of new housing between 2ooo and
2o1o, accolding to the census. Only 43 ofthose were affordable, and z5 more have
been
3
built since.
http://www.heraldtribune.com/article/20160502/NEWS/160509993/2413lBUSINESStempl...5/9/2016
Page 3
inno ti\e,
if also infleE-ble. A receDt proposal to
tum a former mill into 16 condominiums, flr'e of $fiici would have been affoidable the resl would sell for as much as $2.2 milliotr each - \aas fierrely oppos€d by
neighbos. Ultimately, t}le town agreed to 10 units, none for low-income families, and
instead the developer paid $2oo,ooo to the housing fundThe to*rr has proved itselfto b€
of
3
AHAC 5i16116
Item 4b
'The town is better offwith a real mix of people," Ned Thrslow, a $-yeat resident,
This housing is a good thing, so long as it's not ugb, which is what
said Iast week.
really bothers people.Many living at Millport shaE
tieir
neighborc' concems.
Donna Mills won the housing toftery, literaly and figuratively, and moved in eight
years ago. She cannot wait for a new apartmeDt, with a dishwasher, in the
rede!€loplrent, but she is equally gratefirl fol the apalhetrt she has, frr from the
drug dealing and violence of her old home in Norwalk.
'There were a lot of people lrto ilould look at you funny, when we frst moved herc,"
Mills said inside her tidy t\ro-bedrooh duplex. 'Thry could tell. But now my boy's
about to Braduate ftom college, and that's all that matters."
Indeed, both sides might be more allies thao euemies
rtieo it
comes to new
developEent.
"I understand the argument, but 6ve or six stolies
is
just too big," said David Ritch, a
mechanic ftom Stamford with tattoc and a Harley-Davidson $,lro hrs lived heIe
almost t$,o yeals. 'Ihen you're packing people in like rats, and it starts to look like
New York City. Nobody wants that."
copFight O 2016 Heraldlribune.com
-
All rights rcserved. Restdcted use only.
http://www.heraldtribune.com/article/20160502N8WS/160509993/2413lBUSINESStempl...5l9l20l6
2016 lncoma Llmits and Ront Llmlts
Florlda Houilng Flnanco Corporation
SHIP Program
HtJD released 3/28/2016
FHFC Poet€d
r
U3'l/2016
Psrcpntage
County {liiotro)
Catrgory
Calhoun County
Median:
40,400
Chrrlotte County
(Punh Gorda irSA)
Modlan:
52,400
Clt ur County
Madhn
52,300
CLy Cour*y
(Jad6onvig6 HMFA|
Jadsoovill€ MSA)
libdhn:
6{,900
Co[ior County
(Naples-Marco ldond
[.]€di€n:
65,700
Columbla County
Medianr 57,m0
liSA)
lncofiE Urnit
1
30%
11,880
fi%
15,000
2
,l6,020
18,200
Iunbgr of Porson3 ln Housrhold
8
7
24,550
m,3m
28,150
30,000
2t 550
26,350
2E,150
30,000
4
5
20,160
22,7N
m,450
,2l00
3
B
ro
9
R€ler to
31,780
ll
Rent Umit
o
llumb8r ol EodroomE in Unlt
1
2
3
4
5
Huo
at
348
w
590
658
126
33,536
3S7
4A
5fi
590
058
123
1,182
80%
25,450
29,050
32,700
36,300
30250
42,150
15,050
47,S50
50,848
53,754
636
681
81i
944
1,053
120*
t8,to
43,8m
40,080
51/480
58,020
Gt,240
07F00
72,000
f6212
80,030
054
1,023
1,27
1,117
1,581
1,744
140%
{4,520
50,960
57,280
83.560
68,740
73,780
78,820
84,000
m,984
94,069
'1,113
1,193
1,$1
'r$53
1,844
2,035
N7
348
504
6s0
188
520
625
r2,l
30%
11,000
16,020
20,160
24,300
28,440
322fi
34,450
36,650
50.6
rs,450
22,2N
25,000
27,750
30,000
32200
31,150
sc,050
38,850
41,070
REfEr to HUD
888
805
888
80%
31,100
35,550
40,000
u,400
48,000
5r,550
55,100
58,850
62,160
65,712
711
033
1,000
1,155
1,288
1,421
120%
46,880
5r280
o,000
66,600
72,000
7t,2A0
8iI,880
87,000
93,241)
s8,568
{,187
1,2N
r,500
1,7r2
t,m2
2,t33
1400h
s4,460
62,180
70,000
77,700
81,m0
s0,160
96,480
102,ffi
108,780
111,9S6
1,361
1,457
1,750
2,021
2,?51
2,18{l
30%
r'1,880
16,020
m,t60
24,300
27,4fi
m,5@
31,5@
33,550
47
318
501
646
731
013
50.4
t7,800
m,350
4,t00
25,(@
21,150
29,500
31J@
33'550
35,560
31,*2
{45
476
tl2
6dl
137
8fl
R6f6r lo Hl.lD
80%
28,450
32,500
30.550
(),600
43,850
47,100
50,350
53,600
56,896
m,1il7
711
701
913
1,055
1,1n
129D
1211
42,120
18.810
54,S0
o,060
55,881)
70,800
75,000
u,520
85,344
90,2l
1,068
1,14
1,374
r585
1,n0
1,95t
140%
49,840
58,980
64,120
11,1X
76,860
u,600
88,200
93,940
99,568
105,258
1248
r,335
1,603
1,849
2,085
2,218
341
370
504
653
811
s70
568
600
131
8t3
e41
1,038
30%
13,650
16,m0
m,180
24,300
mA4
32,580
36,730
40,890
flrt
22,7fi
26,000
a,2g
32,450
35,050
37,ofl)
$2n
a2,850
R6for to HUD
45,131)
18,026
80%
36,350
41,550
46,750
5't,s00
56,100
80,250
64,400
68,550
72,m8
78,842
908
973
1,188
1,350
1,sffi
1,661
't20%
51,800
0:1,o0
70,o0
77,880
Et,120
90,36rI
06,600
't02,8t0
109,032
fl5,252
1,365
1,152
1,t56
2,025
2,259
2,,93
t40%
03,700
72,800
81,900
00,m0
s8,140
105,420
112,700
119,980
127,2M
134,473
1,592
1,706
2,U7
2,362
2,035
2,S08
30%
13,800
16,m0
m.160
24,m0
29,4q
32,580
30,730
40,890
345
x72
504
059
014
970
615
710
85,1
e5t
't,05t
1,182
1,360
Rofsr lo HUD
50%
2t,000
26,300
20,600
32,850
35,S00
38,150
io,7fll
43,400
45,900
{8,618
575
m%
36,800
42,050
47,m0
52,560
56,800
6t,000
05,200
89,400
73,584
n,789
920
985
1,525
1,882
120*
55,200
$,1m
f1,w
?8,810
85300
91,560
97,800
104,t60
t't0,t76
I18,683
1,380
't,1?9
i,n6 2,0$
1280
2,524
140%
6,1,400
73,640
82,880
91,980
9S,4m
106,8m
111,1m
121,520
128,t12
'136,130
1,0'10
1,725
2,012
2.670
2,945
30%
11,880
't0,020
20,160
24,300
27,000
29,000
31,000
33,000
348
504
6,l
l
125
800
{t8
502
650
IA
800
1,160
1,280
2,392
50!(
17500
20,000
22,500
25,000
z',0m
29,000
31,000
33,00{
35,000
37,000
n7
€7
80%
28.000
32,000
36,000
(),000
$,xn
46,400
49,600
52,800
56,000
59,200
700
7$
900
't,040
120!/
42,000
18,000
54,000
60,000
04,800
0s,600
7a,100
79200
8{,000
88,800
1,050
1,18
't,350
t,5to
1,740
1,020
Orq
1,225
r,312
1,575
1,820
2,030
2,211
O)
140%
19,000
56,000
63,000
70,000
subject to clEnge. Updated sch€dules wlll b€ prcvlded when cfiangeo occur.
75,600
81,200
86,800
92,400
Roler to HUD
98,000
103,600
_-
6>
3 ()
AHAC 5/16/16
Item 6c
Collier County Housing Plan
Project and Stakeholder Charter
Version 7.0
June 14, 2016
Collier County Housing Plan Project and Stakeholcter Chatter
AHAC 5i16116
Item 6c
VERSION HISTORY
Version
#
1.0
lmplemented
By
Kim Grant
Revision
Date
6t1412016
Approved
By
BCC
Page 2 of 15
Approval
Reason
Date
6t14t16
lnitial Charter
Collier County Housing Plan Project and Stakehotder Chatter
TABLE OF CONTENTS
AHAC 5/16/16
Item 6c
4
INTRODUCTION
Purpose of Project Charter.............
4
Project And Product Overview
4
4
JUSTIFICATION
Business Need
4
Strategic Alignment
4
5
5
High-Level Requirements
5
Major Deliverables
6
.
Boundaries.......-......
5
DURATION
7
EUDGET ESTIMATE
7
ASSUMPTIONS, CONSTRAINTS AND RISKS
7
............8
Constraints..........
8
Risks..
9
PROJECT ORGANIZATION
Roles and Responsibilities
Stakeholder committee
...
............................9
membership
..............10
PROJECT CHARTER APPROVAL
L2
PROJECT CHARTER APPROVAT
t2
APPENDIX A: REFERENCES
13
Page 3 of 15
Coltier County Housing Plan Proiect and Stakeholder Charter
AHAC 5/16/16
Item 6c
Introduction
Purpose of Proiect Charter
The Collier County Housing Plan project and stakeholder definition documents and tracks the necessary
information required by decision maker(s) to approve the Housing Plan. The project charter includes the
needs, scope, justification, and resource commitment as well as the project's sponsor(s) decision to
proceed or not to proceed with the project.
The intended audience of the Collier County Housing Plan project charter is the stakeholder committee,
senlor county leadership and the Board of County Commissioners.
Proiect And Product Overview
workshop on Affordable Housing, the BCC gave direction to staff to begin
development of a request for proposal (RFP) to hire a partner/consulting firm to assist in the
development of a County Wide Housing Plan, and to include wide ranging community partners in the
At the March 1, 2016
BCC
development of the plan.
The funding for this plan development is to come from the remaining funds in the Marco lsland Trust
fund which has been cleared to be used for affordable housing efforts. The budget required will be
developed as part of the responses to the RFP.
The goal is to complete the plan development through approval within eighteen (18) months, or by
September 2017.
Justification
Business Need
Significant data exists on the need for housing in Collier County. As well, the land development codes
and growth management plan provide a basis for development of affordable housing. The County
approved a methodology for predicting the need for future affordable housing in 2015, and a slate of
additional incentives for affordable workforce housing was presented in December 2015 to the BCC, and
again in March 2016. ln parallel there are various community efforts underway by the United Way
of
Collier County, the Collier County Chamber of Commerce, and others, to develop a means to meet the
demand for housing for all residents of the County.
All of this information notwithstanding, there is not a cohesive, inclusive and rational plan in place to
meet short and longer term housing needs in our community. lt has been directed by the
BCC
to
develop such a plan.
For a compilation of the existing resources and data, contact the Community and Human Services
Division of Collier County at 239-252-2273.
Strategic Alignment
Page 4 of 15
Collier County Housing Ptan Project and Sbkeholder Charter
Proiect
Goal
Comments
Response
AHAC 5/16/16
Item 6c
Rank
Sco/e: H
-
High, M- Medium,
L
-
Low, N/A
-
Not Applicable
State of Florida Statutes:
Chapter 163.3U7
H
Obligation to provide for
housing, and allowable
options
Florida statute 125.01055 (incl. 166.0415)
H
Allows inclusionary zoning
Collier County Strategic Goals:
To responsibly plan and manage community
H
growth, development, redevelopment, and protect
the natural environment.
To improve the quality of life and promote personal
H
self-reliance and independence.
Growth Management Plan Housing Element Goals:
Reference Appendix A to view goals in the Housing
H
Element
Scope
Obiectives
Develop a community wide housing plan
High-Level Requirements
The following table presents the requirements that the project's product, service or result must meet in
order for the project objectives to be satisfied.
Req. #
Requirement Description
1
Community Engagement
2
Consistency with Growth Management Plans (as amended)
3
Consistency with Land Development Codes (as amended)
4
Stakeholder Committee Approval
Page 5 of 15
Cotlier County Housing Plan Project and Stakeholder Chader
AHAC 5/16/16
Item 6c
Req. #
Requirement Description
5
Affordable Housing Advisory Committee Approval
6
Board of County Commissioners Approval
Maior Deliverables
The following table presents the major deliverables the project must meet in order for the project
objectives to be satisfied.
Major Deliverable
Deliverable Description
sta keholder Committee
BCC approval
Request for Proposal
Stakeholder Committee and AHAC approval of the
of membership
Solicitation Document
Partner/Consultant Selected
Stakeholder Committee, AHAC and BCC approval of
partner/consultant
Plan Developed
Stakeholder, AHAC and
BCC
approval of Plan
Boundaries
The project will likely result in local level regulatory changes, and will not likely result in a need for
regulatory changes outside of county control. The project outcome may result in development of
additional funding strategies to support housing needs in the community.
Page 6 of 15
Collier County Housing Plan tuoject and Shkeholdet Chafter
AHAC 5/16/16
Item 6c
Duration
Task
Develop a draft charter and draft membership for
a
Responsible
Target
Kim Grant (KG)
May 1 for internal
housing stakeholder committee to oversee housing
review and input
plan development
BCC adopts
charter and appoints stakeholder
June 14 BCC
KG
committee consisting of representatives from all key
meeting
community constituencies
Develop an RFP to solicit a partner/consultant to
KG/Purchasing
Early May
KG/AHAc/stakeholder
July 31, 2016
develop the housing plan
AHAC and stakeholder commlttee approve RFP
Committee
RFP Selection
to
KG, Purchasing,
BCC
Sept 2016
Selection Committee
Plan Development and Acceptance
All
September 2017
(depending on
schedule set with firm
awarded the contract)
Budget Estimate
There are funds available in fund 116 that are designated for efforts associated with affordable housing
An estimate of S250,000 has been developed for this project for the partner/consulting firm, based on
expenditures for similar initiatives around the country.
Assumptions, Constraints And Risks
Assumptions
This section identifies the statements believed
to be true and from which
a conclusion was drawn
to
define this project charter.
1.
There is a shared view that short and long term solutions are needed to address the demand for
affordable workforce housing in our community
2.
All stakeholders and community participants will participate cooperatively and commit to
successful conclusion
Page 7 of 15
a
Collier County Housing Plan Project and Shkeholder Chafter
3.
AHAC 5/16/16
Item 6c
The Affordable Housing Advisory Committee will act as the advisory board to the BCC during this
process
4.
All data will be substantiated
5.
The process will be highly inclusive
6.
The outcomes will include public and private sector solutions and actions
7.
The plan will be sustainable and address periods of economic upturns and downturns
Constraints
This section identifies any limitations that must be taken into consideration prior to the initiation of the
project.
1.
The project will be done bySeptember20lT
2.
Without further allocation, the funds available will be constrained by the available balance of
funds allocated to affordable housing activities
3.
Any outcomes that require regulatory chanBes may take fairly long durations
to
implement
Risks
Risk
Mitigation
lnability to reach consensus
Hire experienced, seasoned partner/consultant firm
An affected element of the
community is not involved in the
Obtain input on the charter document and entities to
participate in the stakeholder group; also hold advertlsed
process
public meetings for input; engage the news media to
inform citizens of the process
After the development of the
Ensure broad and thorough community and staff input;
plan, it is not approved or
develop checkpoints to report to the
accepted
confirm direction, or to redirect; address early any
BCC
on progress to
significant issues that may arise including seeking
alternative courses of action if need be; ensure clear and
broad communication about developed data and strategies;
ensure accuracy in data developmenU minimize
assumptions; make the plan as simple as possible; make
sure the plan has discrete deliverables that can readily be
determine to have been met, or not
Page 8 of 15
Cotlier County Housing Plan Project and Stakeholder Chafter
AHAC 5/16/16
Item 6c
Mitigation
Risk
Resources required
to implement
the plan will not materialize
Since there is funding set aside, the main resource
concern
is
of
time from the stakeholders and staff, as well as
community members. Development of this plan is one
strategy as it clarifies roles, responsibilities and time
commitments; communicate this plan and obtain
agreement from all involved; maintain contact with all
stakeholder groups; utilize the Communication Manager
and project manager roles to "corral" people and teams on
assignments and tasks.
Proiect Organization
Roles and Responsibilities
This section describes the key roles supporting the project.
Name &
Proiect Role
Project Responsibilities
Project Sponsor
Responsible for acting as the project's champion and providing
direction and support to the team. ln the context ofthis
document, this entity approves the request for funding,
approves the project scope represented in this document, and
Organization
Collier County
Government
BCC
sets the priority of the project.
Members TBD
- See Section
8.2 below
Stakeholder
Committee
Responsible to provide high level guidance of the process to
ensure comprehensive and practical solutions are identified,
assign a staff level designee to represent designated
community or governmental sector at all related meetings,
workshops, gatherings related to this initiative, attend all
stakeholder meetings (anticipated one/quarter), communicate
with the AHAC, staff and other Stakeholder Committee
members; vote on approval of the RFP and the
consultant/partner selection, and the completed plan.
Responsibilities end when plan is approved by the BCC.
Kim
G
rant
Government
Monitor
Community
and Human
Services
TBD
Contracting
Partner
Affordable
AHAC Members
Housing
Advisory
Estimate total effort is 20 - 50 hours.
Government employee who provides the interface between
the project team and the project sponsor. Additionally, they
will serve as the single focal point of contact for the project
Manager to manage the day-to-day interests. This person has
adequate business and project knowledge in order to make
informed decisions.
Person/entity who has the expertise to assist in development
ofthe plan. This person bearsthe legal respo nsibility for the
contract for the contracted ent ity
Adv isory committee representatives responsible for technical
and practical advisement as the process take effect. Majority
of membership required to approve the plan before
Page
I
of 15
Collier County Housing Plan Project and Stakeholder Charter
Name &
Project Role
Organization
Committee
Project Responsibilities
AHAC 5/16/16
Item 6c
Leo Ochs, Jr.
Business
presentation to the BCC. Coordinate with community
stakeholder committee members.
Person who performs the day-to-day management of the
projea and has specific accountability for manaBing the
project within the approved constraints of scope, quality, time
and cost, to deliver the specified requirements, deliverables
and customer satisfaction.
Person who maintains all contact information, ensures all
stakeholders are informed, communicates with the media,
develops outreach materlal and web presence, assists in
conducting public sessions, ensures on-going and current
communication with all involved. Maintains current versions
of all documents.
Person in management, who is responsible for the project in
County
Manager
Steward
its entirety.
TBD,
Community
Project
Manager
and Human
Services
Division
TBD
Communication
Manager
Stakeholder committee membership
The committee will be comprised of the following roles, and recommended individuals are identified as
candidates:
Community Sector
l
/
Large Employer
Recommended lndividual
5
United Way of Collier County
Collier County Chamber of Commerce
Naples Community Hospital
Collier County School District
Collier County Government - as employer
5
Arth rex
8
9
Collier County Sherriffs office
Publix Supermarkets
10
Hotels/Restaurants
Ll
Not for profit housing developers
For profit affordable housing developers
2
3
4
72
13
Construction lndustry: Collier Building
lndustry Association
74
Higher Education
15
16
Community Development
County
Community Development
L7
City
Homeless Prevention
18
19
20
2L,
-
Government
-
-
Government
-
Southwest Florida Apartment Association
Banking lndustry
Seniors/Senior Housing
Community - At Large
Page 10 of 15
I
Collier County Housing Plan Project and Sakeholcler Chader
AHAC 5/16/16
Item 6c
22,
2t
Please see above section for roles and responsibilities of stakeholder committee members.
once assembled, the Stakeholder Committee will select a Chair, Co-Chair, and as needed, any subcommittee chairs; and will operate under Robert's Rules of Order. The Chair or co-chair of the
stakeholder committee will represent the stakeholder committee at regular meetings of the Affordable
Housing Advisory Committee.
Organizational Chart
There will be extensive opportunity for members of the community from all sectors to participate in this
process.
r_
Citizens
BCC
I
Staff
AHAC
Pa rt
ner
Page
/
'1
Consultant
1
of 15
keholder
Committee
Sta
Collier County Housing Plan Proiect and Stakeholdet Charter
ProiectCharterapproval
AHAC 5/16/16
ttem 6c
The undersigned acknowledge they have reviewed the project and stakeholder committee charter and
authorize and fund the collier County Housing Plan project. Changes to this project charter will be
coordinated with and approved by the undersigned or their designated representatives.
Date:
Signature:
Donna Fiala, Chair
Title
Role:
Date:
Signature:
Leo Ochs, Jr. County Manager
Print Name:
Title:
Ro
le:
Signature:
Date:
Print Name:
Title:
Role:
Page 12 of 15
Collier County Housing Plan Project and Stekeholder Chafter
AHAC 5i16116
Item 6c
APPENDIX A: REFERENCES
The following table summarizes the documents referenced in this document.
Description
Location
Florida Statute
Obligation to provide for
http://www.les.state.fl.us/Statute
Chapter 163.3177
housing, and allowable options
s/index.cfm?App mode=Displav S
tatute&u RL=01000199/0163/Sections/0163.3 177.ht
Oocument Name
and Version
ml
Florida Statute
http://www.f lsenate.Aov/LawslSta
Allows inclusionary zoning
125.01055 (incl.
tutes/2010/125.01055
166.041s)
Collier County
To responsibly plan and managr
Strategic Goals
community growth,
development, redevelopment,
and protect the natural
I
howdocu ment?id=53138
environment.
To improve the quality of life
and promote personal self-
http://www.colliergov.net/hom
howdocument?id=53138
reliance and independence.
Growth
Collier County has approved
http://www.colliergov.net/vour-
Management Plan
goals for Housing.
govern
Housing Element
Development of local goals for
e/com munitv-a nd-h u man-
housing is required by the
services/housing-
state.
programs/advisory-boards
G
oals
Affordable/Workfo
m e
nt/d ivis io n s-a-
The BCC has approved a
http://www.coll iergov. net/your
rce Housing
methodology for predicting the
government/divisions
Population Based
need for future affordable units
lndex Model
based on the net population
Mthodlogy
change year over year.
e/community and humanservices/housing
programs/advisory-boards
December 2015
This report shows the current
Triennial lncentive
incentives in place, as well as
Page 13 of 15
a
http://www.colliergov.net/vourgove rn me nt/d iv isj!)lls:!:
els
Collier County Housing Plan Project and Stakeholder Chafter
nd-huma!
Review with
recommendations for future
e/com
Additional Options
consideration.
services/housingproqrams/advisory-boa rds
March 2, 2016
This material was reviewed at
http://www.colliergov.net/your
Affordable
the workshop.
Workforce Housing
sovernment/divisions-ae/community-and-h u ma n-
Workshop Material
se
for Consideration
m un ity-a
rvices/ho u5ing-
programs/ advisorv-boards
Page 14 of 15
AHAC 5/16/16
Item 6c
Colliet County Housing Plan Project and Sbkeholder Chartet
AHAC 5/16/16
Item 6c
Page 15 of 15
Affordable Housing Advisory Committee
llork Phone
Home Phone
Name
Appt'd
Exp. Dote
Term
DateRe-oppt
2ndExpDste
2nd Term
10/01/18
VACANT VACANT
3 Years
Naples, FL
E-Moil:
District:
Category': F.S. 420.9076(2)c. Labor engaged in home building
Mr. Stephen J. Hruby
430-3005 06llU07
430€011
Gordon
Naples, FL 34102
E-M ail shruby@architectsunlimited.com
Drive
I 800
09124/13
t0/0107
t0/0v16
4 Months
3 Years
0/01/16
I Year
:
Distict:4
C otegory' :
F.S. 420.907 6(2)a. Residential Home Bldg Industry
Berger
1648 Windmill Ave.
Ms. Litha S.
)
4sG.3369
l0ll3ll5
r
| il2-3707
Marco Island, FL 34145
E - M u i I : lithasberger@gmail.com
District:7
Categoq': F.S. 420.9076(2)9. Real Estate Professional
Portu
1230 Ludlam Ct.
Dr. Carlos
;4) 993-3922 03/08/16
t4) 993-3922
l\/0lll7
1.5 Years
Marco Island, FL 34145
E- Mai I : carlos.portu@gmail.com
Dislrict:
1
Category':
F
.5. 420.9076(2)k. Essential Services Personnel
Bartlett
116 Cypress Way East
Ms. Kristi
Naples,
E- Ma i I
FL
:
District:
| 40u2914
11)
07107115
229-0657
34110
ktisti@napleschamber.org
2
Cotegor!: F .5.420.9076(2)d. Advocate for Low Income Persons
Ftida)', lllotch I l,2016
Pagc
I of4
10/01117
2 Years
Affordable Housing Advisory Committee
llork Phone
Home Phone
Name
Appt'tl
DateRe-appl
Term
2nd Term
10l0lll,'7
1.5 Years
03108116 10/01/18
2.5 Years
Apostolidis
Ms. Christina
) 5s1-6742 03/08/16
15315 Summit Place Circle
Naples, FL 34119
E- M u il : christira.apostolidis@novoco.com
District:
Exp. Date
2ndExpDate
3
Categon': F.S. 420.907 6(2)j. Employers within jurisdiction
Mr. Joseph K. Schmitt
7629 Mulberry Lane
Naples, FL 341l4
) 2484931
) 417-9147
E-rUnr7; j schmitt@comcast.net
Dislt'icl:
I
Corego4': F.S. 420.9076(2)i. Resident in Jurisdiction
Srain
N.W.
Mr. Mark
3675 Third Ave.
Naples,
E-
Mu i I
:
FL
0 2524446 04109113
0 455-78s8 09/23/14
t0t0U14
t0t1l17
I .5
Years
3 Years
34120
markstrain@colliergov.net
District:
5
Category,: F.S. 420.9076(2)h. CCPC
Mclaughlin
777 97th Ave. N.
Ms. Taylor J.
Naples,
E-
Mui I
:
)
771-uo7 l0ll3ll5
l0i0ll18
3 Years
o 777-5407
FL
34108
tarncld)ghlin@fcb1 923.com
Dislricl:
2
Categon,: F.S. 420.9076(2)b. Banking and Mortgage
Cowan
Drive
Mr. John L.
375 Kingstown
Naples,
E - Ma i I
:
6497363
09/03/08
09t02/11
06124/14
09/02/17
FL
34102
jcow anl927 @gmail.com
District:4
Catego4': City of Naples-Not for Profit *see notes*
Ftida!,
lllit.h
I 1. 2016
Page 2
of4
3 Years
3 Years
Affordable Housing Advisory Commiftee
|iame
Work Phone
Appt'tl
Home Phone
DateRe-appt
Exp. D e
2ndExpDate
l0/01/18
Ms. Denise Murphy
) 298-5773 03/08/16
) 687-0559
3940 Guava Drive
Naples, FL 34104
E- M a il : d1u1pl1y@playersclubandspa.com
Districl:4
C at egory :
F.S. 420.907 6(2)e. For-Profi t Provider
Friday Morch ll,2016
Page .l of
l
T.!rm
2nd Term
2.5 Years
Affordable Housing Advisory Committee
Name
Work Phone
Home Phone
Appt'tl
DaleRe-appt
Exp. Dole
2ndExpDate
Term
2nd Term
This committee was created by Ordinance No. 9'165, as amended, which was repealed and
replaced by Ordinance No. 2013-27. The purpose of this committee as described by 420.9076
Fla. Stat. ia to revieu/ policies, procedures, ordinances, land development regulations, and the
adopted local govemment comprehensive plan, and to recommend specific actions or initiatives
to encourage or facilitate affordable housing. The committee shall submit a triennial report to the
Board of County Commissioners that includes recommendations on, and evaluates the
implementation of, affordable housing incentives as required by 420.9076(4) Fla. Stiat. Terms
are three years, and membership must consist of the following:
(a) One citizen who is actively engaged in the residential home building industry in connection
with affordable housing.
(b) One citizen who is a6tively engaged in the banking or mortgage banking industry in
connection with affordable housing.
(c) One citizen who is a representative of those areas of labor actively engaged in home
building in connection with affordable housing.
(d) One citizen who is actively engaged as an advocate for low-income Persons in connection
with affordable housing.
(e) One citizen who is actively engaged as a for-profit provider of affordable housing.
(f) One citizen who is actively engaged as a not-for-profit provider of affordable housing.
(g) One citizen who is actively engaged as a real estate professional in connection with
affordable housing.
(h) One citizen who actively serves on the localplanning agency pursuant to s. 163.3174. lfthe
local planning agency is comprised of the governing board of the county or municipality, the
governing board may appoint a designee who is knowledgeable in the local planning process.
(i) One citizen who resides within the jurisdiction of the local governing body making the
appointments.
jurisdiction.
O One citizen who represents employers within thepersonnel,
as defined in the local housing
(k) One citizen who represents essential services
assistance plan.
cc: Barbetta Hutchinson 2524?28
F
L S'CAT: 420.9076
StoJJ: Kim Grant, Housing & Human Services Director: 252-8442
Frido!, March I l, )016
Page 4
of4
Collier Cou nty Government
Communication & Customer Relations Division
3299 Tamiami Trail E.. Suite 102
Naples, Florida 34112-57 46
colliergo!.net
trr ittcr,com/( ollie rl'10
facebook.com/( ollier(lor
r outu
be.com/(-'ollier(,ior
May 10,2016
FOR IMMEDIATE RELEASE
NOTICE OF PUBLIC MEETING
AFFORDABLE HOUSING ADVISORY COMMITTEE
COLLIER COT]}ITY, FLORIDA
May 16,2016
8:00 a.m.
Notice is hereby given that the Alfordable Housing Advisory Commiuee will meel Monday, May 16, 2016
at 8:00AM in the Training Room on the 56 Floor of the Administration Building (Building "F"j located at
3299 Tamiami Trail East, Naples, FL, 34112.
In regard to the public meeting:
Two or more members of the Board of County Commissioners may be present and may participate at the
meeting. The subject matter of this meeting may be an item for discussion and action at a future Board of
County Commissioners meeting.
All
interested parties are invited to attend, and to register to speak. All registered public speakers
Iimited to three minutes unless permission for additional time is granted by the chairman.
will
be
Collier County Ordinance No. 2004-05 requires that all lobbyists shall, before engaging in any lobbying
activities (including, but not limited to, addressing the Board of County Commissioners, an advisory board
or quasi-judicial board), register with the Clerk to the Board at the Board Minutes and Records Department.
Anyone who requires an auxiliary aid or service for effective communication, or other reasonable
accommodations in order to participate in this proceeding, should contact the Collier County Facilities
Management Division, located at 3335 Tamiami Trail E., Suite 101, Naples, Florida 34112, or (239) 2528380, as soon as possible, but no later than 48 hours before the scheduled event. Such reasonable
accommodations will be provided at no cost to the individual.
For more information, call Barbetta Hutchinson at (239) 252-4228.