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HomeMy WebLinkAboutN. Housing Authority * TIME CERTAIN 9:45 A.M. * BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: Bulk Item: Yes ~ April 21, 2010 No~ Division: Monroe County Housing Authority Staff Contact Person: J. Manuel Castillo, Sr. AGENDA ITEM WORDING: Approval of: A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA APPROVING THE LOCAL HOUSING ASSISTANCE PLAN AS REQUIRED BY THE STATE HOUSING INITIATIVES PARTNERSHIP PROGRAM ACT, SUBSECTIONS 420.907-420.9079, FLORIDA STATUTES; AND RULE CHAPTER 67-37, FLORIDA ADMINISTRATIVE CODE; AUTHORIZING AND DIRECTING THE MA YOR TO EXECUTE ANY NECESSARY DOCUMENTS AND CERTIFICATIONS NEEDED BY THE STATE; AUTHORIZING THE SUBMISSION OF THE LOCAL HOUSING ASSISTANCE PLAN FOR REVIEW AND APPROVAL BY THE FLORIDA HOUSING FINANCE CORPORATION; AND AUTHORIZING THE USE OF 10% OF THE LOCAL HOUSING DISTRIBUTION PLUS 5% OF PROGRAM INCOME TO BE UTILIZED FOR ADMINISTRATIVE EXPENSES; AND PROVIDING AN EFFECTIVE DATE. ITEM BACKGROUND: The Monroe county SHIP Program is established in accordance with Section 420.907-9079, Florida Statues and Chapter 67-37.07 Florida Administrative Code. The creation of the Local Housing Assistance Plan is for the purpose of meeting the housing needs of the very low, low and moderate income households, to expand production of and preserve affordable housing, to further the housing element of the local government comprehensive plan specific to affordable housing. PREVIOUS RELEVANT BOCC ACTION: Approval by Resolution of prior Monroe County Local Housing Assistance Plans and Plan Amendments begilming in 1993. CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATIONS: Approval TOTAL COST: N/A COST TO COUNTY: N/A BUDGETED: Yes:' SOURCE OF FUNDS: No: REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year APPROVED BY: County Atty ~MB/PurchaSing _ Risk Management_ DOCUMENTATION: Included XX Not Required_ DISPOSITION: AGENDA ITEM # EXHIBIT E RESOLUTION NO. 2010 A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA APPROVING THE LOCAL HOUSING ASSISTANCE PLAN AS REQUIRED BY THE STATE HOUSING INITIATIVES PARTNERSHIP PROGRAM ACT, SUBSECTIONS 420.907-420.9079, FLORIDA STATUTES;AND RULE CHAPTER 67-37, FLORIDA ADMINISTRATIVE CODE; AUTHORIZING AND DIRECTING THE MAYOR TO EXECUTE ANY NECESSARY DOCUMENTS AND CERTIFICATIONS NEEDED BY THE STATE; AUTHORIZING THE SUBMISSION OF THE LOCAL HOUSING ASSISTANCE PLAN FOR REVIEW AND APPROVAL BY THE FLORIDA HOUSING FINANCE CORPORATION; AND AUTHORIZING THE USE OF 10% OF THE LOCAL HOUSING DISTRIBUTION PLUS 5% OF PROGRAM INCOME TO BE UTILIZED FOR ADMINISTRATIVE EXPENSES; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the State of Florida enacted the William E. Sadowski Affordable Housing Act, Chapter 92-317 of Florida Sessions Laws, allocating a portion of documentary stamp taxes on deeds to local governments for the development and maintenance of affordable housing; and WHEREAS, the State Housing Initiatives Partnership (SHIP) Act, ss. 420.907-420.9079, Florida Statutes (1992), and Rule Chapter 67-37, Florida Administrative Code, requires local governments to develop a one- to three-year Local Housing Assistance Plan outlining how funds will be used; and WHEREAS, the SHIP Act requires local governments to establish the maximum SHIP funds allowable for each strategy; and WHEREAS, the SHIP Act further requires local governments to establish an average area purchase price for new and existing housing benefiting from awards made pursuant to the Act; The methodology and purchase prices used are defined in the attached Local Housing Assistance Plan; and WHEREAS, as required by Section 420.9075(7), F.S., It is found that 5 percent of the local housing distribution plus 5 percent of program income is insufficient to adequately pay the necessary costs of administering the local housing assistance plan. The cost of administering the program may not exceed 10 percent of the local housing distribution plus 5% of program income deposited into the trust fund, except that small counties, as defined in s. 120.52(17), and eligible municipalities receiving a local housing distribution of up to $350,000 may use up to 10 percent of program income for administrative costs; and WHEREAS, the MOlioe County Housing Authority has prepared a three-year Local Housing Assistance Plan for submission to the Florida Housing Finance Corporation; and WHEREAS, the County Commission finds that it is in the best interest of the public for Monroe County to submit the Local Housing Assistance Plan for review and approval so as to qualify for said documentary stamp tax funds. NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLOlUDA THAT: Section 1: Section 2: Section 3: Section 4: The Board of County Commissioners of Monroe County hereby approves the Local Housing Assistance Plan, as attached and incorporated hereto for submission to the Florida Housing Finance Corporation as required by ss. 420.907-420-9079, Florida Statutes; for fiscal years 2010-2011/2011-2012/2012- 2013. The Mayor is hereby designated and authorized to execute any documents and certifications required by the Florida Housing Finance Corporation as related to the Local Housing Assistance Plan, and to do all things necessary and proper to carry out the term and conditions of said program. The Board of County Commissioners of Monroe County hereby authorizes the use of 10% of the local housing distribution plus 5% of program income to be utilized for administrative costs. This resolution shall take effect immediately upon its adoption. PASSED AND ADOPTED by the Board of Board of County Commissioners of Monroe County, Florida at a regular meeting held on the 2151 day of April, 20 I O. (SEAL) Mayor Sylvia Murphy Mayor Pro Tern Heather Carruthers Commissioner Kim Wigington Commissioner George Neugent Commissioner Mario DiGennaro ATTEST: DANNY L. KOLHAGE, CLERK BOARD OF COUNTY COMISSIONERS OF MORaE COUNTY, FLORIDA By: By: Sylvia Murphy, Mayor Deputy Clerk Approved as to ygal sufficiency: ~~ Date: ~ ~Ir() /--J ' Exhibit D CERTIFICATION TO FLORIDA HOUSING FINANCE CORPORATION Name of Local Government: MONROE COUNTY, FLORIDA (1) Monroe County will advertise the availability of SHIP funds pursuant to Florida Statutes. (2) All SHIP funds will be expended in a manner which will insure that there will be no discrimination on the basis of race, creed, religion, color, age, sex, familial or marital status, handicap, or national origin. (3) A process for selection of recipients for funds has been developed. (4) Monroe County has developed a qualification system for applications for awards. (5) Recipients of funds will be required to contractually commit to program guidelines. (6) The Florida Housing Finance Corporation will be notified promptly if the County will be unable to comply with the provisions the plan. (7) The Local Housing Assistance Plan shall provide for the expenditure of SHIP funds within 24 months following the end of the State fiscal year in which they are received. (8) The plan conforms to the Local Government Comprehensive Plan, or that an amendment to the Local Government Comprehensive Plan will be initiated at the next available opportunity to insure conformance with the Local Housing Assistance Plan. (9) Amendments to the approved Local Housing Assistance Plan shall be provided to the Corporation with in 21 days after adoption. (10) The trust fund shall be established with a qualified depository for all SHIP funds as well as moneys generated from activities such as interest earned on loans. (11) Amounts on deposit in the local housing assistance trust fund shall be invested as permitted by law. (12) The local housing assistance trust fund shall be separately stated as a special revenue fund in the local governments audited financial statements, copies of the audits will be forwarded to the Corporation as soon as available. 1 Exhibit D Certification 13) An inter-local entity shall have its local housing assistance trust fund separately audited for each state fiscal year, and the audit forwarded to the Corporation as soon as possible. (14) SHIP funds will not be pledged for debt service on bonds or as rent subsidies. (15) Developers receiving assistance from both SHIP and the Low Income Housing Tax Credit (LIHTC) Program shall comply with the income, affordability and other LlHTC requirements. Similarly, any units receiving assistance from other federal programs shall comply with all Federal and SHIP program requirements. (16) Loans shall be provided for periods not exceeding 30 years, except for deferred payment loans or loans that extend beyond 30 years which continue to service eligible persons. (17) Rental Units constructed or rehabilitated with SHIP funds shall be monitored at least amlUally for 15 years for compliance with tenant income requirements and affordability requirements or as required in Section 420.9075 (3)(e) (18) The Plan meets the requirements of Section 420-907-9079 FS, and Rule Chapter 67-37 F AC, and how each of those requirements shall be met. (19) The provisions of Chapter 83-220, Laws of Florida _has or _X_has not been implemented. (note: Miami Dade County will check "has") Witness By: Sylvia Murphy, Mayor Witness Date ..,:" 2 MONROE COUNTY SHIP LOCAL HOUSING ASSISTANCE PLAN (LHAP) FISCAL YEARS COVERED 2010-2011/2011-2012/2012-2013 Title: Section I. T ABLE OF CONTENTS Program Description Section II. Strategies: A. B. C. D. E. F. Section III. Homebuyer Rehabilitation Homebuyer Purchase Assistance Homebuyer Impact Fee Assistance Homebuyer Florida Homebuyer Opportunity (FHOP) Disaster Mitigation Rental Construction/Rehabilitation Incentive Strategies Section IV: Exhibit A - Administrative Budget Exhibit B - Timeline for Encumbrance and Expenditure Exhibit C - Housing Delivery Goals Chart Exhibit D - Certification Page Exhibit E - Adopting Resolution Exhibit F - Program Information Sheet - 2 - Page No. 3 7 9 12 15 17 18 I. PROGRAM DESCRIPTION: Chapter 67-37.005 FAC. and Section 420.9072, F.S. A. Name ofthe participating local government and Interlocal if Applicable: Section 420.9072(5),F.S. Monroe County Interlocal: Yes No X Name of participating local government(s) in the Interlocal Agreement; N/A B. Purpose of the program: Section 420.9072, F.S. and Chapter 67-37.005(3), F.A.C. Creation of the Plan is for the purpose of meeting the housing needs of the very low, low and moderate income households, to expand production of and preserve affordable housing, to further the housing element of the local government comprehensive plan specific to affordable housing. C. Fiscal years covered by the Plan: Chapter 67-37. 002,F.A. C. ..1:L- 20 I 0120 II X 201112012 X 201212013 D. Governance: Chapter 67-37.005(3) and (5)(i)F.A.C. and Section 420.907/ (/4)F.S. The Monroe County SHIP Program is established in accordance with Section 420.907-9079, Florida Statutes and Chapter 67-37.007 Florida Administrative Code. The SHIP Program does further the housing element of the local government comprehensive plan. Cities and Counties must be in compliance with applicable statutes and rules: Section 420.907-9079, F.S. and Chapter 67-37, F.A.C. E. Local Housing Partnership Section 420. 9072 (I)(a), F.S The Momoe County SHIP Program encourages active partnerships between government, lenders, builders and developers, real estate professionals and advocates for low-income persons. F. Leveraging: Chapter 67-37.007(J)(b)(c). F.A.C. and Section 420.9075(I)(a) and (l)(b3, and (J)(c), F.S - 3 - The Plans increase the availability of affordable residential units by combining local resources and cost saving measures into a local housing partnership and using public and private funds to reduce the cost of housing. SHIP funds will be leveraged with or used to supplement other Florida Housing Finance Corporation programs and to provide local match to obtain federal housing grants or programs. G. Public Input: Chapter 67-37.005(3), F.A.C. Public input was solicited through face to face meetings with housing providers, social service providers, local lenders and neighborhood associations. Public input was solicited through the local newspaper I the advertising of the Local Housing Assistance Plan and the Notice of Funding Availability . H. Advertising and Outreach: Chapter 67-37.005(6)(a), F.A.C. The county or its administrative representative shall advertise the notice of funding availability in a newspaper of general circulation and periodicals serving ethnic and diverse neighborhoods, at least 30 days before the beginning of the application period. If no funding is available due to a waiting list, no notice of funding availability is required. I. Discrimination: Section 420.9075(3)( c). F.S. In accordance with the provisions of ss.760.20-760.37, it is unlawful to discriminate on the basis of race, creed, religion, color, age, sex, marital status, familial status, national origin, or handicap in the award application process for eligible housing. J. Support Services and Counseling: Chapter 67-37.005(5)(g),F.A.C. Support services are available from various sources. Available support services may include but are not limited to: Homeownership Counseling (Pre and Post), Credit Counseling and Tenant Counseling K. Purchase Price Limits: Section 420.9075(4)(c), F.S. and Chapter67-37.007(6)F.A.C. Purchase Price Limits: The sales price or value of new or existing eligible housing may not exceed 90% of the average area purchase price in the statistical area in which the eligible housing is located. Such average area - 4 - purchase price may be that calculated for any 12-month period beginning not earlier than the fourth calendar year prior to the year in which the award occurs. The sales price of new and existing units, which can be lower but may not exceed 90% of the median area purchase price established by the U.S. Treasury Department or as described above. The methodology used is: x Independent Study (copy attached) U,S. Treasury Department Local HFA Numbers The purchase price limit for new and existing homes is shown on the Housing Delivery Goals Charts. New Construction at $540,000 and Existing Homes at $522,000 L. Income Limits, Rent Limits and Affordability: Chapter 67-37.005(5)(e), F.A. C. .and Section 420.9071 (2), F.s. The Income and Rent Limits used in the SHIP Program are updated annually from the Department of Housing and Urban Development and distributed by Florida Housing Finance Corporation. Affordable means that monthly rents or mortgage payments including taxes and insurance do not exceed 30 percent of that amount which represents the percentage ofthe median annual gross income for the households as indicated in Sections 420,9071 (19), (20) and (28), F.S. However, it is not the intent to limit an individual household's ability to devote more than 30% of its income for housing, and housing for which a household devotes more than 30% of its income shall be deemed affordable if the first institutional mortgage lender is satisfied that the household can afford mortgage payments in excess of the 30% benchmark and in the case of rental housing does not exceed those rental limits adjusted for bedroom size. M. Welfare Transition Program: Chapter 67-37.005(6)(b)(7)F.A.C. Should an eligible sponsor be used, the city/county has developed a qualification system and selection criteria for applications for A wards to eligible sponsors, which includes a description that demonstrates how eligible sponsors that employed personnel from the Welfare Transition Program and Workforce Development Initiatives programs will be given preference in the selection process. N. Monitoring and First Right of Refusal: Section 420. 90 75(3)(e)and (4) (j), F.s. In the case of rental housing, the staff or entity that has administrative - 5 - authority for implementing the local housing assistance plan assisting rental developments shall annually monitor and determine tenant eligibility or, to the extent another governmental entity provides the same monitoring and determination, a municipality, county or local housing financing authority may rely on such monitoring and determination of tenant eligibility. However, any loan or grant in the original amount of$3,000 or less shall not be subject to these annual monitoring and determination of tenant eligibility requirements. Tenant eligibility will be monitored for at least annually for 15 years or the term of assistance which ever is longer unless as specified above. Eligible sponsors that offer rental housing for sale before 15 years or that have remaining mortgages funded under this program must give a first right of refusal to eligible nonprofit organizations for purchase at the current market value for continued occupancy by eligible persons. O. Administrative Budget: Chapter 67-37.005(6)(j)3, F.A.C.. A detailed listing including line-item budget of proposed Administrative Expenditures is attached as Exhibit A. These are presented on an annual basis for each State fiscal year submitted. Monroe County finds that "the moneys deposited in the local housing assistance trust fund shall be used to administer and implement the local housing assistance plan. A county or an eligible municipality may not exceed the 5 percent limitation on administrative costs, unless its governing body finds, by resolution, that 5 percent of the local housing distribution plus 5 percent of program income is insufficient to adequately pay the necessary costs of administering the local housing assistance plan. The cost of administering the program may not exceed 10 percent of the local housing distribution plus 5 percent of program income deposited into the trust fund, except that small counties, as defined in s. 120.52(17), and eligible municipalities receiving a local housing distribution of up to $350,000 may use up to 10 percent of program income for administrative costs." Monroe County has adopted the above findings in the attached resolution, Exhibit E. P. Essential Service Personnel: Include a definition as required in Chapter 67-37.002(6), F.A.C. Essential Services Personnel in Monroe County shall mean and include, without limitation full-time and part-time working persons employed in Monroe county providing services in the construction and skilled building - 6 - trades, real estate, finance, public and non-profit organization, healthcare, licensed professions and trades, commercial fishing, hospitality, wholesale and retail consumer services, transportation, education, security, entertainment and any similar service otherwise constituting an essential component of the local economy and community. Q. Section 420.9075(3)(d) F.S. - priority will be given to those applicants who demonstrate innovative design, green building principles, storm resistant construction or other elements that reduce long term costs relating to maintenance, utilities or insurance, such as but not limited to rehabilitation of existing homes to greatly reduce the carbon footprint of building new homes; installation of storm shutters and high impact windows and doors; use of recycled construction materials; installation of new energy saving rated appliances; etc. - 7 - II. LHAP HOUSING STRATEGIES: Chapter 67-37.005(5), F.A.C. A. Name of the Strategy: HOUSING REHABILITATION A. Summary of the Strategy: Funding assistance for housing rehabilitation. B. Fiscal Years Covered: 2010-2011/2011-2012/2012-2013 C. Income Categories to be served: Very low) low and moderate D. Maximum award is noted on the Housing Delivery Goals Charts: Mortgage loans not to exceed $35)000 for housing rehabilitation and $10)000 for wastewater improvements. Closing and inspection costs in excess ofthe maximum award will be a program expense) shall not exceed $350.00 and will be a grant to the borrower. E. Terms, Recapture and Default: Mortgage loans will be a deferred payment loan for a period of twenty (20) years with zero % interest. The loan will be due and payable in full upon sale or transfer of the property, twenty-years (20)) failure to comply with the terms of the SHIP mortgage or death of the last surviving homeowner. In the event of the death of the last surviving homeowner, any income eligible heir residing in the home may assume the SHIP Loan as long as they can obtain title to the entire property within one (1) year of the death of the last surviving homeowner and the first mortgagee consents to the assumption of their loan. F. Recipient Selection Criteria: Applications accepted from public entities) non-profit housing providers and individual homeowners for housing rehabilitation of existing housing. Applicants who have been determined to be income eligible for program assistance) will be placed on a waiting list according to their income classification, and will receive assistance on a first come) first ready basis) with priority given to the lowest income applicants. Applicants may submit a completed SHIP application to the Monroe County Housing Authority at any time) unless the waiting list is closed or until arumal funding is expended. G. Sponsor Selection Criteria: N/A - 8 - H. Additional Information: For the purpose of this strategy, the standard for rehabilitation is defined as those improvements necessary for the subject unit to meet the U.S. Department of Housing and Urban Development's Housing Quality Standards (HQS) with the exception of wastewater improvements. Any households receiving rehabilitation assistance under this strategy are not eligible for additional SHIP funding for a period of three (3) years from closeout of grant/loan. Priority will be given to those applicants demonstrating innovative design, green building principles, storm resistant construction or other elements that reduce long term costs relating to maintenance, utilities or insurance, - 9 - B. Name of the Strategy: HOMEBUYER PURCHASE ASSISTANCE A. Summary of the Strategy: Funding assistance for the purchase or construction of a single-family, residential, owner occupied property, including condominiums and townhouses. B. Fiscal Years Covered: 2010-2011/2011-2012/2012-2013 C. Income Categories to be served: Very low, low and moderate D. Maximum award is noted on the Housing Delivery Goals Charts: Mortgage loan not to exceed $45,000.00. Inspection costs in excess of the maximum award will be a program expense, shall not exceed $350.00 and will be a grant to the borrower. E. Terms, Recapture and Default: Mortgage loans will be a deferred payment loan for a period of thirty (30) years with zero % interest. The loan will be due and payable in full upon payment in full of the first mortgage, sale or transfer of the property, thirty years (30), failure to comply with the terms of the SHIP mortgage or death of the last surviving homeowner. In the event of the death of the last surviving homeowner, any income eligible heir residing in the home may assume the SHIP Loan as long as they can obtain title to the entire property within one (1) year of the death of the last surviving homeowner and the first mortgagee consents to the assumption of their loan. F. Recipient Selection Criteria: Applications for Homebuyer Assistance must include: 1. A contract for purchase of an existing housing unit or one under construction. An "under construction" housing unit shall be defined as having a building permit and pilings/foundation complete and inspected. 2. A lending institution pre-qualification letter for the amount to be financed which may assume a $45,000 SHIP loan. 3. An affidavit from the Seller in the event this is a unit under construction, indicating the delivery date of the housing unit [cannot be more than five months from the date of the SHIP Notice of Funding Availability (NOFA)]. - 10 - In the event there are more applicants than funds available, upon completion of the initial advertising, lotteries will be utilized to determine the order of the funding. Applications will be ranked by date and time of receipt. The day, time and location of the lottery will be made available to the eligible applicants within one week of the end of the NOF A. An independent 3rd party will draw numbers to establish the order of ranking. Applicants do not have to be present at the drawing to participate. Funding will be awarded in the order drawn, in the event an applicant withdraws his application, the next person on the list will be funded. Applicants who fail to submit complete applications, who do not meet SHIP threshold requirements or catmot close due to financing or any other reason, may not reapply for SHIP assistance until the following application cycle. No new applications will be accepted for this strategy until all previously ranked by lottery applicants have had an opportunity to participate. In the event additional funding slots become available, the program will re-advertise the availability of funds and if need be, conduct a new lottery. G. Sponsor Selection Criteria: N/A H. Additional Information: Buyer(s) must contribute a minimum three percent (3%) down payment. Property must meet minimum health and safety standards as defined under the V,S Department of Housing and Urban Development's, Housing Quality Standards (HQS), Any HQS deficiencies must be corrected prior to or as part of the purchase transaction. In the case of new construction, a Certificate of Occupancy (CO) may be substituted for the HQS inspection, Mortgage loans to public entities, which retain ownership of the land under the terms of a ground lease, shall extend to the improvements. The dwelling unit purchased must be financed with a federally insured financial institution. In the event other financing methods are utilized and approved by the SHIP Administrator, the SHIP Note and Mortgage must be a first mortgage. Priority will be given to those applicants demonstrating innovative design, green building principles, storm resistant construction or other elements that reduce long term costs relating to maintenance, utilities or insurance. - II - I. Shared Appreciation Provision: All SHIP funds under this strategy are subject to a mortgage that shall contain recapture provisions which provides for shared appreciation between the buyer(s) and the Monroe County SHIP Program. The amount due Monroe County upon sale, refinancing or transfer of the property shall be calculated by adding the sum of the principal balance of the SHIP loan and 50% of the appreciated value. The appreciated value shall be the difference between the original purchase price and the sales price less any real estate commission, less the value of any permitted improvements. Housing units constructed utilizing Affordable Housing Permits which restrict appreciation in the housing unit's value, shall not be subject to the Shared Appreciation Provision. - 12 - C. Name of the Strategy: IMPACT FEE ASSISTANCE HOUSING ASSISTANCE STRATEGY FOR THE CITY OF KEY WEST IMP ACT FEE PROVISO (IFP) FUNDING Funding for this strategy will be based upon repayments of Impact Fee Proviso Funding loans that were awarded in 2010. This strategy is not funded by the annual SHIP Distribution. A. Summary of the Strategy: Funding assistance for the purchase of residential properties located within the city limits of the City of Key West, Florida and up to Mile Marker 12, upon authorization by Florida Housing Finance Corporation including condominiums and town-homes. Impact Fee Proviso (IFP) funds may not be used to purchase mobile homes. B. Fiscal Years Covered: 2010-201112011-2012/2012-2013 C. Income Categories and funding set-asides: Very low, low and moderate D. Maximum award: The IFP Mortgage loan is not to exceed the amount necessary to ensure the eligible purchaser's principal, interest, real estate taxes and insurance (PIT!) payment does not exceed 33% of their annual household income and/or an 80% loan to value, whichever is higher. The maximum award for this strategy is $258,000. The purchase price of the housing unit may not exceed $400,000. Inspection costs in excess of the maximum award will be a program expense, shall not exceed $350.00 and will be a grant to the borrower. E. Terms, Recapture and Default: IFP Mortgage loans will be a deferred payment loan for a period of thirty (30) years with zero % interest. The mortgage shall include standard provisions for enforcement of the terms and conditions contained in the mortgage including judicial remedies. The loan will be due and payable in full upon sale or transfer of the property, thirty (30) years, failure to comply with the terms of the SHIP mortgage or death of the last surviving homeowner. In the event of the death of the last surviving homeowner, any income eligible heir residing in the home may assume the SHIP Loan as long as they can obtain title to the entire property within one (1) year of the death of the last surviving homeowner and the first mortgagee consents to the assumption of their loan. - 13 - F. Eligibility Requirements: 1. Applicants must derive at least 70% of their income from gainful employment in Key West. 2. Applicants may not own a second home. 3. The dwelling unit purchased must be owner occupied. 4. The dwelling unit purchased must be financed with a federally insured financial institution. In the event other financing methods are utilized and approved by the SHIP Administrator, the SHIP Note and Mortgage must be a first mortgage. G. Recipient Selection Criteria: Funding is available for commitment to individual applicants who have valid contracts for purchase for eligible homes and secured a fixed rate or an adjustable rate with the first five years fixed first mortgage (no reverse or interest only mortgages will be considered) on a "first come / first ready basis" . In the event there are more applicants than funds available for any income set-aside, upon completion ofthe initial advertising, a lottery will be utilized to determine what order applicants can participate. Applicants who have been determined to be income eligible for program assistance will be placed on a lottery waiting list and receive a SHIP Commitment based on their position on the lottery waiting list. Applicants must execute a contract for a housing unit and secure a loan commitment within 45 days of receiving their SHIP Commitment. Short sales are not considered a contract until all parties have executed the agreement. Applicants must close within 90 days of receiving a SHIP Commitment. Applicants may submit a completed application to the Monroe County SHIP Office at any time, unless the waiting list is closed or until funding is expended. H. Additional Information: Buyers must contribute a minimtun of the sales price of the unit as a down-payment as follows: Very-low Income Low Income Moderate Income 1% 2% 3% The property must meet minimum health and safety standards as defined under the U.S Department of Housing and Urban Development's, Housing Quality Standards (HQS). - 14 - Priority will be given to those applicants demonstrating innovative design, green building principles, storm resistant construction or other elements that reduce long term costs relating to maintenance, utilities or insurance. I. Maximum Sales Price: The maximum sales price shall be $400,000.00 J. Shared Appreciation Provision: All funds under this strategy are subject to a mortgage that shall contain recapture provisions which provides for shared appreciation between the buyer(s) and the Monroe County SHIP Program's Housing Assistance Strategy For The City Of Key West Impact Fee Proviso Fundingunless the unit is regulated by a recorded affordable housing restrictive covenant. The amount due the Strategy upon sale or transfer of the property shall be 50% of the appreciated value. The appreciated value shall be the difference between the original purchase price and the sales prices less any real estate commission and less the value of any permitted improvements. K. Program Income: Repayments from this strategy may only be utilized to purchase properties within the city limits of the City of Key West and up to Mile Marker 12, upon authorization by Florida Housing Finance Corporation. - 15 - D. Name ofthe Strategy: Florida Homebuyer Opportunity Program (FHOP) A. Summary of the Strategy: This strategy is designed in response to the legislative proviso requiring SHIP local goverrunents to expend 2010-2011 funds to ensure that residents of the state derive the maximum possible economic benefit from the federal first time homebuyer tax credit created tmough The American Recovery and Reinvestment Act of 2009 by providing subordinate down payment assistance loans to first time homebuyers for owner occupied primary residences that can be repaid by the income tax refund the homebuyer is entitled to under the First time Homebuyer Credit. The state program shall be called the "Florida Homebuyer Opportunity Program"(FHOP). B. Fiscal Years Covered: Until expiration of the federal first-time homebuyer tax-credit. C. Income Categories to be Served: Up to $75,000 for single taxpayers or $150,000 for joint filers. There is no requirement to reserve 30 percent of the funds for awards to very-Iow- income persons or 30 percent of the funds for awards to low-income persons; and there is no requirement to expend 75% of funds for construction, rehabilitation or emergency repair. D. Maximum Award: Maximum award is the principal balance of the loans provided shall not exceed 10% of the purchase price or $8,000 whichever is less. E. Terms, Recapture and Default: Mortgage loans will be forgiven if the loan is repaid within 18 months from the date of closing. The homebuyer(s) shall be expected to use their federal income tax refund to fully repay the loan. If the county receives repayment from the homebuyer(s) within 18 months after the closing date of the loan, the county shall waive all interest charges and fees. A homebuyer who fails to fully repay the loan within 18 months of the date of closing shall be subject to monthly repayments of the outstanding debt amortized over 60 months at 6% per annwn. Loans repaid during the period when there is still an active homebuyer tax credit program must be used to help more FHOP buyers. Once the tax credit program ceases to exist, all funds repaid to the county shall be considered "program income" as defined in s. 420.9071 (24) and can be utilized on any SHIP strategy. - 16 - F. Recipient Selection Criteria: Recipients must meet the requirements of the following; the maximum income limit shall be Adjusted Gross Income of $75,000 for single taxpayer households or $150,000 for joint-filing taxpayer households, which is equal to that permitted by the American Recovery and Reinvestment Act of2009. - 17 - E. Name of the Strategy: DISASTER MITIGATION A. Summary of the Strategy: Funds provided to homeowners and owners of rental properties to make hurricane related or other disaster repairs for which an emergency or natural disaster has been declared by executive order and which have an approved local housing assistance plan to implement a local housing assistance strategy, consistent with ss. 420.907-420.9079, for repairing and replacing housing damaged as a result of the emergency or natural disaster. B. Fiscal Years Covered: 2010-2011/2011-2012/2012-2013 C. Income Categories to be served: Very low, low and moderate D. Maximum award is noted on the Housing Delivery Goals Charts: Loans not to exceed $35,000 per housing or rental unit. E. Terms, Recapture and Default: Loans will be a deferred payment loan for a period often (10) years with a zero % interest rate. The loan balance will be forgiven during years six (6) through ten (10) at the rate oftwenty (20) % per year. The loan will be due and payable in full upon the sale or transfer of the property, failure to comply with the terms of the SHIP mortgage or death of the last surviving homeowner. In the event ofthe death of the last surviving homeowner, any income eligible heir residing in the home may assume the SHIP Loan as long as they can obtain title to the entire property within one (1) year of the death of the last surviving homeowner and the first mortgagee consents to the assumption of their loan. Local jurisdictions and/or body politics authorized by Florida Statute are not required to enter into a deferred payment loan. F. Recipient Selection Criteria: Applications processed on a "first come, first ready" basis. G. Sponsor Selection Criteria: N/A H. Additional Information: F or the emergency repairs under this strategy, emergency repairs are defined as those repairs to damages resulting from a disaster that pose an immediate health and safety hazard to occupant(s). - 18 - F. Name of the Strategy: RENTAL STRATEGIES CONSTRUCTIONIREHABILIT A TION A. Summary of the Strategy: Funds provided for the construction or rehabilitation of affordable housing units. B. Fiscal Years Covered: 2010-2011/2011-2012/2012-2013 C. Income Categories to be served: Very low, low and moderate (tenants) D. Maximum award is noted on the Housing Delivery Goals Charts: Mortgage note up to a maximum of $40,000 per unit average. E. Terms, Recapture and Default: Due and payable in full upon sale or transfer of the property or failure to comply with the terms of the SHIP Rental Monitoring Agreement or Land Use Restriction Agreement (LURA). SHIP set aside units assisted under this strategy must maintain rents that do not exceed the rent maximums published annually by the Florida Housing Finance Corporation. SHIP recipients that offer rental housing for sale within fifteen years of the SHIP award must give a right of first refusal to eligible non-profit organizations for purchase at the current market value for continued occupancy by eligible persons. FOR PROFIT ENTITIES and NON-PROFIT ENTITIES: Entities proposing construction/rehabilitation in conjunction with Florida Housing Finance Corporation (FHFC) funding are eligible for loans secured by a mortgage up to $40,000 or that amount sufficient to satisfy the FHFC local contribution portion of the FHFC program, whichever is less. The for- profit loan is at an interest rate of 3% with a minimum term of fifteen (15) years with principal and interest due upon maturity. The non-profit loan is at an interest rate of 0% with a minimum term of fifteen (15) years and principal balance forgiven at maturity. Entities proposing construction/rehabilitation are eligible for mortgages not to exceed an average of$40,000 per unit. Should all funds not be expended to a specified unit, these funds may be transferred for the completion of another unit being rehabilitated. A modified award letter will be required. Loan amount will be based on number of units times the allotted amount per unit. This loan is at an interest rate of 3 % with a minimum term of fifteen (15) years for for-profit entities with the principal and interest due upon maturity. - 19 - Non-profit entities are eligible for mortgages at an interest rate of 0% with a minimum term of fifteen (15) years and principal balance forgiven at maturity. Loans may be extended in conjunction with an extension of the SHIP Rental Monitoring Agreement. (see h. Additional Information) F. Recipient Selection Criteria: Priority shall be given to applicants in the following order until all available funding is committed/expended. Priority #1 Applications proposing the creation of the new rental units by construction or rehabilitation, ranked in the following order: 1 a. Proposing the longest period of affordability 1 b. Units serving very low-income tenants lc. Units serving substantially (%) very low-income tenants 1 d. Serving low-income tenants Ie. Serving substantially (%) low-income tenants 1 f. Serving moderate-income tenants The tiebreaker within Priority #1 shall be the lowest SHIP per unit cost. Priority #2 Applications proposing the rehabilitation of existing affordable rental units, ranked in the following order: 2a. Proposing the longest period of affordability 2b. Serving very low-income tenants 2c. Serving substantially (%) very low-income tenants 2d. Serving low-income tenants 2e. Serving substantially (%) low-income tenants 2f. Serving moderate-income tenants The tiebreaker within Priority #2 shall be the lowest SHIP per unit cost. G. Sponsor Selection Criteria: N/A H. Additional Information: All entities funded under this strategy will be required to execute a SHIP Rental Monitoring Agreement and Land Use Restriction Agreement (LURA) for a minimum term of fifteen (15) years. In the case of rental housing, the staff or entity that has administrative - 20 - authority for implementing the local housing assistance plan assisting rental developments shall annually monitor and determine tenant eligibility or, to the extent another governmental entity provides the same monitoring and determination, a municipality, county or local housing financing authority may rely on such monitoring and determination of tenant eligibility. However, any loan or grant in the original amount of$3,000 or less shall not be subject to these annual monitoring and determination oftenant eligibility requirements. Tenant eligibility will be monitored for at least annually for 15 years or the term of assistance which ever is longer unless as specified above. Governmental entities shall not be required to execute a note and mortgage for this strategy. Priority will be given to those applicants demonstrating innovative design, green building principles, storm resistant construction or other elements that reduce long term costs relating to maintenance, utilities or insurance. - 2l - III. LHAP INCENTIVE STRATEGIES F.S.Sec.420.9071(16) A. Name of Strategy: Expedited Permitting Permits as defined in Sec. 163.3167(7) and (8) for affordable housing projects are expedited to a greater degree than other projects. Established policy and procedures: The Monroe County Comprehensive Plan and the Land Development Regulations established a set aside of 30% of all building permits issued for affordable housing. This includes the unused allotment of permits for affordable housing set aside units to be rolled over and accumulated each year without going through the ROGO (Rate of Growth Ordinance) process. Monroe County has assigned Planning Department staff to facilitate affordable housing applications. Affordable permits jump to the head ofthe line (first priority) in all stages of the planning review and permitting process. Adopted - Ordinance No. 024-2009. B. Name of Strategy: Modification of Impact Fee Requirements Established policy and procedures: The County shall continue to waive impact fees for all affordable housing. The Building Department and Planning Departments are responsible for implementation. (Comprehensive Plan Policy 601.1.12; LDC Chapter 126). C. Name of Strategy: Flexibility in Densities for Affordable Housing Established policy and procedures: 1) Monroe County has increased density for affordable housing on land zoned SC (up to 18 units per acre versus 6), MU 9 (up to 18 units per acre versus 12) and UR (up to 25 units per acre versus 12). [Comprehensive Plan Policy 101.4.21; LDC Sec. 130-161(a)(I)]. 2) The County shall continue to allow the construction of affordable housing units on commercial sites without deducting from the commercial floor area allowed or residential density allowed. [LDC Sec. 130-161 (a) (5)] D. Name of Strategy: Reduction of parking and setback requirements for affordable housing Established policy and procedure: Currently, variances are available where the requisite criteria can be met. The Planning Department is responsible for this on a case by case basis. - 22 - E. Name of Strategy: Allowance of Flexible Lot Configurations Established policy and procedure: Momoe County allows flexible lot configurations to the extent setback and buffers are met. Within a development, zero lot line configurations are allowed. Variances are available where the requisite criteria can be met. The Planning Department is responsible for this on a case by case basis. F. Name of Strategy: Modification of Street Requirements Established policy and procedure: Monroe County allows internal street configurations that meet life-safety criteria. The Planning Department is responsible for this on a case by case basis. G. Name of Strategy: Cost of Housing Establishment of a process by which a local government considers before adoption, policies, procedures, ordinances, regulations, or plan provisions that have a significant impact on the cost of housing. Established policy and procedures: 1) All County resolutions and ordinances contain a cost analysis section specific to affordable housing, the county has waived impact fees for affordable housing and building permit fees for the very low and low income homeowner participating in local, state or federally supported affordable housing programs. As an Area of Critical State Concern, the County's policies, procedures, ordinances and regulations are subject to the approval of the Florida Department of Community Affairs which is concerned and monitors the cost of affordable housing. Adopted - Ordinance 024-2009. 2) The county waives planning application fees for all affordable housing, and waives building permit applications for charitable organizations and those affordable housing projects receiving financial aid from or leasing property from Monroe County, and others as approved by the Board of County Commissioners. (LDC Sec. 6-108(d) (2) and Sec. 6-108(e)) The Planning Department and Building Department are responsible for the administration of the respective fee waivers. - 23 - H. Name of Strategy: Provide an Inventory of County Owned Property Suitable for Affordable Housing Established policy and procedures: Pursuant to Florida Section Sec. 125.379, the County has prepared and will continue to provide an inventory of possible sites suitable for affordable housing. (Comprehensive Plan Policy 601.1.6) The Clerk of Court has the list of properties approved by the Board of County Commissioners in Resolution 299-2007. I. Name of Strategy: Support development near transportation hubs and major employment centers and mixed use developments Established policy and procedures: The County has a purchase and lease-back program for affordable housing. The properties leased for affordable housing development comply with this requirement. 1. Name of Strategy: Inclusionary Housing Established policy and procedure: Where development or re-development exceeds three units, Thirty Per Cent (30%) of units must be deed restricted as affordable housing for ninety-nine years. (LDC Sec. 130-161(b) The Planning Department is responsible for the evaluation of development requirements. - 24 - IV. EXHIBITS: A. Administrative Budget for each fiscal year covered in the Plan. Exhibit A. B. Timeline for Encumbrance and Expenditure: Chapter 67-37.005(6)(d) and (j) F.A.C. A separate timeline for each fiscal year covered in this plan is attached as Exhibit B. Program funds will be encumbered by June 30 one year following the end of the applicable state fiscal year. Program funds will be fully expended within 24 months of the end of the applicable State fiscal year. C. Housing Delivery Goals Chart (HDGC) For Each Fiscal Year Covered in the Plan: Chapter 67-37.005), FA.C Completed HDGC for each fiscal year is attached as Exhibit C. D. Certification Page: Chapter 67-37.005(7), FAC Signed Certification is attached as Exhibit D. E. Adopting Resolution: Section 420.9072(2)(b)2, FS. Signed, dated, witnessed or attested adopting resolution is attached as Exhibit E. F. Program Information Sheet: Completed program information sheet is attached as Exhibit F. G. Ordinance: Section 420.9072(3)(a), FS. N/A H. Interlocal Agreement: Section 420.9072, F.S. N/A I. Independent Study: A copy of the Independent Study is attached as EXHIBIT I. - 25 - Exhibit A MONROE COUNTY, FLORIDA ADMINISTRATIVE BUDGET FOR EACH FISCAL YEAR Fiscal Year Salaries and Benefits Office Supplies and Equipment Travel Perdiem Workshops, etc Advertising Fiscal Year Salaries and Benefits Office Supplies and Equipment Travel Perdiem Workshops, etc Advertising 2010-2011 $ 58,500.00 $ 13,500.00 $ 1,000.00 $ 2,000.00 $ $ 75,000.00 2011-2012 $ 58,500.00 $ 13,500.00 $ 1,000.00 $ 2,000.00 $ $ 75,000.00 2012-2013 $ 58,500.00 $ 13,500.00 $ 1,000.00 $ 2,000.00 $ $ 75,000.00 Fiscal Year Salaries and Benefits Office Supplies and Equipment Travel Perdiem Workshops, etc Advertising Based on a distribution of $750,000 per annum x " x " " " x '" ~" ; x e '" :-"'! 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" Jg 3: ~ " OJ >> 0 OJ .2 c: " a. .. .. .= c: :a :;::; ?i- S :a .. " X to "> '> !1 '0 .= ~ ..... E 'tj :;::; .. Ii .. '0 iii "g " c. u ;S >- <,l ::> <t to l!:! N a. to c: " * to E .. E 0> f! .:l c: " 0> t! :c " OJ .c :;; <t 0 ;;: to E 'f E N '" E C c: E 0 0> ::> 0> ;;: .5 D: "ii E >- u a. .c .,~ .. a. " c: .. ::> '.. Wg a. - to .. <t UJ UJ Ul ~ ,., OJ c: ~ ';::E I- ::i 0 ;=- e:<- o;- ~ ~ g {1 ~ ~ <: ;,; ~ E ~ '5 E c c: C> ,; !i c c E .2 > ~ ~ ,~ ;, '" c '~ tl ~ ,. I :!!; ~ ~ f ~ 1 0 '" E ! ~ ~ 0 E i5 ~ ~ '~ '~ u j j e a. e ~ ~ c '" '" :t!. ~ 0 '" g 0 ] 'C " " ~ ,~ 11. e.1!ffi ';; " li ~ ~ ~ ~ 15. [ii " " -g W u: 'a.:X,.<t " " :!l w " " W BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: April 21, 2010 Division: Monroe County Housing Authority Bulk Item: Yes ~ No Department: DISASTER RECOVERY 2008 Staff Contact Person/Phone #: 1. Manuel Castillo, Sr., Executive Director, 292-5621 AGENDA ITEM WORDING: A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA APPROVING THE 2008 DISASTER RECOVERY INITIATIVE TROPICAL STORM FAY COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM INTER LOCAL AGREEMENTS FOR THE CITIES OF KEY WEST, MARATHON, KEY COLONY BEACH AND ISLAMORADA, VILLAGE OF ISLANDS; AND PROVIDING FOR AN EFFECTIVE DATE. ITEM BACKGROUND: The State of Florida Department of Community Affairs (DCA) has allocated $2,488,963 for a countywide Disaster Recovery Initiative 2008 Tropical Storm Faye Program. DCA requires inter local agreements between the Cities of Key West, Marathon, Key Colony Beach and Islamorada. PREVIOUS RELEVANT BOCC ACTION: Resolution 021-2010 dated January 20, 2010 approving the 2008 Disaster Recovery Initiative Tropical Storm Fay CDBG application. CONTRACT/AGREEMENT CHANGES: nJa ST AFF RECOMMENDATIONS: Approval. TOTAL COST: $0.00 INDIRECT COST: BUDGETED: nJa COST TO COUNTY: 0.00 SOURCE OF FUNDS: nJa REVENUE PRODUCING: Yes_ No x AMOUNTPERMONTH_ Year APPROVED BY: County Atty 11;-i OMBlPurchasing _ Risk Management _ DOCUMENTATION: Inclul X NotRequired_ DISPOSITION: AGENDA ITEM # RESOLUTION - 2010 A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE COUNTY, FLORIDA APPROVING THE DISASTER RECOVERY INITIATIVE 2008 TROPICAL STORM FAY COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM INTER LOCAL AGREEMENTS FOR THE CITIES OF KEY WEST, MARATHON, KEY COLONY BEACH AND ISLAMORADA, VILLAGE OF ISLANDS; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the State of Florida Department of Community Affairs (DCA) has announced the Disaster Recovery Initiative 2008 Tropical Storm Fay Community Development Block Grant (CDBG) Program for which Monroe County is allocated $2,488,963 for a countywide Disaster Relief Program; and WHEREAS, Monroe County has submitted an application and the State of Florida Department of Community Affairs (DCA) has conducted a site visit and requested the execution and approval by both parties of the proposed inter local agreements contained in the application. NOW THEREFORE, be it resolved by the Monroe County Board of County Commissioners that the County hereby: Authorizes the execution of the attached Inter Local Agreements by Monroe County between the Cities of Key West, Marathon, Key Colony Beach and Islamorada, Village of Islands for the 2008 Disaster Recovery Initiative Tropical Storm Fay CDBG countywide program. PASSED AND ADOPTED by the Board of County Comm issioners of Monroe County, Florida at a regular meeting of said Board held on the 21 st day of April 20 I O. Mayor Sylvia Murphy Mayor Pro Tern Heather Carruthers Commissioner Mario DiGennaro Comm issioner Kim Wigington Commissioner George Neugent (SEAL) ATTEST: DANNY L. KOLHAGE, Clerk BOARD OF COUNTY COMMISSIONER OF MONROE COUNTY, FLORIDA By: By: Deputy Clerk Mayor Sylvia Murphy Date: rv~o~',~~~ G ~r!JIt/~ j-'tDRO J;,!Y' . /. D,,~s~\N"rcof_, -6/ LS/ccJ Approved as to legal sufficiency: INTER-LOCAL AGREEMENT BETWEEN CITY OF KEY WEST, FLORIDA AND MONROE COUNTY FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 2008 DISASTER RECOVERY INITIATIVE THIS AGREEMENT is made and entered into this _ day of ,2010 by and between the City of Key West, Florida (hereafter "City") and Monroe County (hereafter "County"). WHEREAS, Chapter 163, Florida Statutes, permits governmental units to enter into inter-local agreements to make the most efficient use of their powers by enabling them to cooperate yvith one another on a basis of mutual advantage; and \VHEREAS, both the City and the County are authorized by general law to provide for the health, safety, and welfare of citizens within their respective jurisdictions and now desire to make the most efficient use of their powers by entering into this Agreement to serve their mutual best interests and advantage; and WHEREAS, tbe County has applied for a 2008 Disaster Recovery Initiative Community Development Block Grant (CDBG) in the amount of $2,488,963 from the State of Florida, Department of Community Affairs (hereafter "DCA") to be used for "disaster relief, long term recovery and restoration of infrastructure, housing and economic revitalization in areas affected by hurricanes, flooding and other natural disaster that occurred during 2008; and WHEREAS, Monroe County intends to make the funds available county-wide; and WHEREAS, an inter-local agreement is required if a CDBG funded activity is outside the jurisdiction of the applying local government. NOW THEREFORE, in consideration of the mutual covenants and obligations contained herein, the City and County hereby agree as follows: I. Purpose. The purpose of this Inter-local Agreement is to coordinate the distribution of the 2008 CDBG Disaster Recovery Initiative (hereafter "CDBG-DRI") funds for the benefit of both paliies and establish the jurisdiction within which the County is authorized to undertake disaster relief, long term recovery and restoration of infrastructure and housing and economic revitalization activities. The Application for 2008 CDBG-DRl Funding, including attaclU11ents and supplements, will provide funding to eligible applicants and properties countywide. 2. Administration. The County will administer the 2008 CDBG-DRl funds in confonnance with all applicable HUD requirements, as administered by DCA, and as delineated more specifically in the Application and in the Grant Award AgTeement between the County and DCA. The County's 2008 CDBG-DRI Award will be managed by the Monroe County Housing Authority (Housing Authority). The Housing Authority may seek an outside fiml to perform Project Delivery Services. 3. Term/Termination. The tenl1 ofthis Agreement shall begin on the date of filing an executed copy with the Clerk of the Court, and shall expire as of the date the 2008 CDBG- DRI agreement is administratively closed-out by the County. 4. Jurisdiction. The County is authorized to disburse 2008 CDBG-DRI funds in accordance with 2008 CDBG-DRI Grant requirements within the geographic boundaries of the City of Key West, Florida to eligible recipients for purposes of disaster relief, long term recovery and restoration of infrastructure and housing and economic revitalization activities. 5. Consistency With Comp Plan. By accepting 2008 CDBG-DRI funds the City affirms that all activities undertaken and funded with 2008 CDBG-DRI funds are consistent with the City's Comprehensive Plan, 2 6. Notices. In tbe event either party hereunder desires or is required to provide any notice to the otber pariy, the party desiring or required to provide such notice shall provide it in writing, send it by certified mail, retum receipt requested, postage prepaid, to the other party at the address listed below: If to City: Jim Scholl, City Manager City of Key West, Florida 525 Angela Street Key West, FL 33040 Ifto County: Roman Gastesi, County Administrator Monroe County 1100 Simonton Street Key West, Florida 33040 7. Modification. No modification, amendment, or alteration in the terms or conditions herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 8. Execution. This Agreement shall be executed in duplicate and each shall be considered an original. 9. Disclaimer of Third I)arty Beneficiaries. This Agreement is solely for the benefit of the parties to this lnterlocal Agreement. No right or cause of action shall accrue upon or by reason hereof inure to or for the benefit of any third paliy. 10. Assignment. This Agreement shall be binding on the parties, their representatives, successors and assigns. Neither party shaH assign this Agreement or the rights or obligations hereof to any other person or entity without the prior written consent of the other party. 3 II. Indemnification, The City, as a state agency or subdivision defined in Section 768.28, Florida Statutes, agrees to be fully responsible to the limits set f01ih in such statute for its own negligent acts or omissions, or intentional tortuous actions, which result in claims or suits against either County or City, and agrees to be liable to the statutory limits for any damages proximately caused by said acts or omissions, or intentional tortuous acts. The County, as a political sub-division of the State of Florida, as defined in Section 76828, Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its own negligent acts or omissions, or intentional tOliuous acts, which result in claims or suits against either the City or County, and agrees to be liable to the statutory limits for any damages proximately caused by said acts or omissions, or intentional tOl1uous acts. Nothing contained in this Section shall be constmed to be a waiver by either pmiy of any protections under sovereign inununity, Section 768.28 Florida Statutes, or any other similar provision of law. Nothing contained herein shall be construed to be a consent by either party to be sued by third parties in any matter arising out of this or any other Agreement. 12. Severability. If any pari of this Agreement is found inval1d or unenforceable by any court, sucb invalidity or unenforceability shall not affect the other parts of the Agreement, if the rights and obligations or the parties contained herein are not materially prejudiced and iftbe intentions of the parties continue to be effected. 13. Applicable Law/Disputes/Litigation. This Agreement and the prOVISlOl1S contained herein shall be construed, controlled, and interpreted according to the laws of the State of Florida. Any dispute involving litigation between County and City is subject to all provisions of Chapter 164, Florida Statutes. The parties agree tbat in the event of any litigation arising out of any alleged breacl1 or non-performance of this Agreement, the venue for sucb litigation shan be in Monroe County, Florida. 14. Attorney's Fees and Costs. The County and the City agree that in the event any cause of action or administrative proceeding is initiated or defended by any pmty relative to the 4 enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shaH include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. Mediation proceedings initiated al,1d conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. 15. Nondiscrimination. The County and the City agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis ofrace, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 use ss.1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Sec60n 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 use 55. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91- 616), as amended, relating to nondiscrimination on the basi.s of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 use 58. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 use s. 1201 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of disability; 10) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the pmiies to, or the subject matter of, this Agreement. 16. Public Access. The County and the City shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions ofCbapter 119, Florida Statutes, and made or received by the 5 County and the City in conjunction with this Agreement; and either pmiy shall have the right to unilaterally cancel this Agreement upon violation of this provision. 17. Privileges and Immunities. All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the County or tbe City, wIlen performing their respective functions under this Agreement within tbeir respective territorial limi ts shall apply to the same degree and extent to the perf0l111ance of such functions and duties of such officers, agents, volunteers, or employees outside their respective tenitorial limits. 18. Legal Obligations and Responsibilities: Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Fmiher, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the County or the City, except to the extent permitted by the Florida constitution, state statute, and case law. 19. No Personal Liabilitv. No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of the County or the City in his or her individual capacity, and no member, officer, agent or employee of the County or the City shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 20. Execution in Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of tbe parties hereto may execute tbis Agreement by singing any such connterpmt. 6 21. Section Headings. Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. 22. Mutual Review. This agreement bas been carefully reviewed by the County and the City, therefore this agreement is not to be construed against either party on the basis of authorship. 23. Effective Date. This Agreement 5113.11 take effect upon filing a fully executed copy with the Monroe County Clerk of the Comi. The remainder of this page has been intentionally left blank. 7 IN WITNESS WHEREOF, the parties hereto bave executed this Agreement for the purpose herein expressed as of the date and year first \\Tit1en above. ATTEST: CLERK OF THE COURT By: _~~__. CITY OF KEY WEST FLORIDA _ !? /f~ __~____________ C~~<<~;:- -L- (City Anomey) MONROE COUNTY Sylvia Murphy, Mayor APPROVED AS TO FOI-D\1: - . - -,--xb)p Cou ty Attorney) 8 RESOLUTION NO. 10-130 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF KEY WEST, FLORIDA, AUTHORIZING THE ATTACHED INTERLOCAL AGREEMENT BETWEEN THE CITY OF KEY WEST AND MONROE COUNTY FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 2008 DISASTER RECOVERY INITIATIVE; PROVIDING FOR AN EFFECTIVE DATE BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF KEY WEST, FLORIDA, AS FOLLOWS: Section 1: That the attached Interlocal Agreement between Monroe County and the City Of Key West regarding CDBG 2008 Disaster Recovery Initiative funding is approved. Section 2: That this Resolution shall go into effect immediately upon its passage and adoption and authentic~tion by the signature of the presiding officer and the Clerk of the Commission. Passed and adopted by the City Commission at a meeting held this 6th day of April , 2010, Authenticated by the presiding officer and Clerk of the commission on April 7 , 2010. Filed with the Clerk April 7 , 2010. CR~~YOR mTE~LOCALAGREEMENT BETWEEN CITY OF MARATHON AND MONROE COUNTY FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 2008 DISASTER RECOVERY INITIATIVE THIS AGREEMENT is made and entered into this _ day of ,2010 by and between the City of Marathon (hereafter "City") and Monroe County (hereafter "County"). WHEREAS, Chapter 163, Florida Statutes, permits governmental units to enter into inter-local agreements to make the most efficient use of their powers by enabling them to cooperate with one another on a basis of mutual advantage; and WHEREAS, both the City and the County are authorized by general law to provide for the health, safety, and welfare of citizens within their respective jurisdictions and now desire to make the most efficient use of their powers by entering into this Agreement to serve their mutual best interests and advantage; and WHEREAS, the County has applied for a 2008 Disaster Recovery Initiative Community Development Block Grant (CDBG) in the amount of $2,488,963 from the State of Florida, Department of Community Affairs (hereafter "DCA") to be used for "disaster relief, long term recovery and restoration of infrastructure, housing and economic revitalization in areas affected by hurricanes, flooding and other natural disaster that occurred during 2008; and WHEREAS, Monroe County intends to make the funds available county-wide; and WHEREAS, an inter-local agreement is required if a CDBG funded activity is outside the jurisdiction of the applying local government. 1 NOW THEREFORE, in consideration of the mutual covenants and obligations contained herein, the City and County hereby agree as follows: 1. Purpose. The purpose of this Inter-local Agreement is to coordinate the distribution of the 2008 CDBG Disaster Recovery Initiative (hereafter "CDBG-DRI") funds for the benetit of both parties and establish the jurisdiction within which the County is authorized to undertake disaster relief, long term recovery and restoration of infrastructure and housing and economic revitalization activities. The Application for 2008 CDBG-DRI Funding, including attachments and supplements, will provide funding to eligible applicants and properties countywide. 2. Administration. The County will administer the 2008 CDBG-DRI funds in conformance with all applicable HUD requirements, as administered by DCA, and as delineated more specifically in the Application and in the Grant Award Agreement between the County and DCA. The County's 2008 CDBG-DRI Award will be managed by the Monroe County Housing Authority (Housing Authority). The Housing Authority may seek an outside firm to perform Project Delivery Services. 3. Term/Termination. The term of this Agreement shall begin on the date of filing an executed copy with the Clerk of the Court, and shall expire as of the date the 2008 CDBG- DRI agreement is administratively closed-out by the County. 4. Jurisdiction. The County is authorized to disburse 2008 CDBG-DRI funds in accordance with 2008 CDBG-DRI Grant requirements within the geographic boundaries of the City of Marathon to eligible recipients for purposes of disaster relief, long term recovery and restoration of infrastructure and housing and economic revitalization activities. 5. Consistency With Comp Plan. By accepting 2008 CDBG-DRI funds the City affirms that all activities undertaken and funded with 2008 CDBG-DRI funds are consistent with the City's Comprehensive Plan. 2 6. Notices. In the event either party hereunder desires or is required to provide any notice to the other party, the party desiring or required to provide such notice shall provide it in writing, send it by certified mail, return receipt requested, postage prepaid, to the other party at the address listed below: If to City: Mr. Roger Hernstadt, City Manager City of Marathon 9805 Overseas Highway Marathon, FL 33050 If to County: Roman Gastesi, County Administrator Monroe County 1100 Simonton Street Key West, Florida 33040 7. Modification. No modification, amendment, or alteration in the terms or conditions herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 8. Execution. This Agreement shall be executed in duplicate and each shall be considered an original. 9. Disclaimer of Third Party Beneficiaries. This Agreement is solely for the benefit of the parties to this Interlocal Agreement. No right or cause of action shall accrue upon or by reason hereof inure to or for the benefit of any third party. 10. Assif;!nrnent. This Agreement shall be binding on the parties, their representatives, successors and assigns. Neither party shall assign this Agreement or the rights or obligations hereof to any other person or entity without the prior written consent of the other party. 3 11. Indemnification. The City, as a state agency or subdivision defined in Section 768.28, Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its own negligent acts or omissions, or intentional tortuous actions, which result in claims or suits against either County or City, and agrees to be liable to the statutory limits for any damages proximately caused by said acts or omissions, or intentional tortuous acts. The County, as a political sub-division of the State of Florida, as defined in Section 768.28, Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its own negligent acts or omissions, or intentional tortuous acts, which result in claims or suits against either the City or County, and agrees to be liable to the statutory limits for any damages proximately caused by said acts or omissions, or intentional tortuous acts. Nothing contained in this Section shall be construed to be a waiver by either party of any protections under sovereign immunity, Section 768.28 Florida Statutes, or any other similar provision of law. Nothing contained herein shall be construed to be a consent by either party to be sued by third parties in any matter arising out of this or any other Agreement. 12. Severability. If any part of this Agreement is found invalid or unenforceable by any court, such invalidity or unenforceability shall not affect the other parts of the Agreement, if the rights and obligations or the parties contained herein are not materially prejudiced and if the intentions of the parties continue to be effected. 13. Applicable Law/Disputes/Litigation. This Agreement and the provisions contained herein shall be construed, controlled, and interpreted according to the laws of the State of Florida. Any dispute involving litigation between County and City is subject to all provisions of Chapter 164, Florida Statutes. The parties agree that in the event of any litigation arising out of any alleged breach or non-performance of this Agreement, the venue for such litigation shall be in Monroe County, Florida. 14. Attorney's Fees and Costs. The County and the City agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the 4 enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. 15. Nondiscrimination. The County and the City agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: I) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis ofrace, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss.1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91- 616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of disability; 10) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. 16. Public Access. The County and the City shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the 5 County and the City in conjunction with this Agreement; and either party shall have the right to unilaterally cancel this Agreement upon violation ofthis provision. 17. Privile2es and Immunities. All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the County or the City, when performing their respective functions under this Agreement within their respective territorial limits shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside their respective territorial limits. 18. Legal Obli2ations and Responsibilities: Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the County or the City, except to the extent permitted by the Florida constitution, state statute, and case law. 19. No Personal Liability. No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of the County or the City in his or her individual capacity, and no member, officer, agent or employee of the County or the City shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 20. Execution in Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by singing any such counterpart. 6 21. Section Headings. Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. 22. Mutual Review. This agreement has been carefully reviewed by the County and the City, therefore this agreement is not to be construed against either party on the basis of authorship. 23. Effective Date. This Agreement shall take effect upon filing a fully executed copy with the Monroe County Clerk of the Court. The remainder of this page has been intentionally left blank. 7 IN WITNESS WHEREOF, the parties hereto have executed this Agreement for the purpose herein expressed as of the date and year first written above. CITY OF MARATHON ATTEST: CITY CLERK - B~aiLclcwu ( MONROE COUNTY Sylvia Murphy, Mayor ATTEST: CLERK OF THE COURT By: 8 (0~@~W Sponsored by: Hernstadt CITY OF MARATHON, FLORIDA RESOLUTION 2010-21 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MARATHON, FLORIDA APPROVING AN INTERLOCAL AGREEMENT WITH MONROE COUNTY TO P ARTICIP ATE IN THE 2008 COMMUNITY DEVELOPMENT BLOCK GRANT DISASTER RECOVERY INITIATIVE PROGRAM; AUTHORIZING THE MAYOR TO EXECUTE THE AGREEMENT ON BEHALF OF THE CITY; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the Florida Department Community Affairs ("DCA") awarded Momoe County $2,488,963 for the 2008 CDBG Disaster Recovery Initiative Program; and WHEREAS, Momoe County is the designated agency:for distribution of the disaster recovery funds throughout the County; and WHEREAS, in order to be eligible to receive a portion of the disaster recovery funds the City must enter into an interlocal agreement with Monroe County. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MARATHON, FLORIDA, THAT: Section 1. The above recitals are true and correct and incorporated herein. Section 2. The Interlocal Agreement between Monroe County and the City for the 2008 CDBG Disaster Recovery Initiative Program attached hereto as Exhibit "A," together with such non- material changes as may be acceptable to the City Manger and approved as to form and legality by the City Attorney, is hereby approved. The Mayor is authorized to execute the Interlocal Agreement on behalf of the City. Section 3. This resolution shall take effect immediately upon its adoption. PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF MARATHON, FLORIDA, THIS 23RD DAY OF FEBRUARY 2010. THE CIT OF MARATHON, FLORIDA AYES: NOES: ABSENT: ABSTAIN: Cinque, Keating, Ramsay, Worthington, Snead None None None ATTEST: B7~ Cltwtdr Diane Clavier, City Clerk (City Seal) APPROVED AS TO FORM AND LEGAL SUFFICIENCY FOR THE USE AND RELIANC OF HE CITY OF MARATHON, FLORIDA ONLY: ;\ INTER-LOCAL AGREEMENT BETWEEN CITY OF KEY COLONY BEACH AND MONROE COUNTY FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 2008 DISASTER RECOVERY INITIATIVE THIS AGREEMENT is made and entered into this _ day of , 2010 by and between the City of Key Colony Beach (hereafter "City") and Monroe County (hereafter "County"). WHEREAS, Chapter 163, Florida Statutes, permits governmental units to enter into inter-local agreements to make the most efficient use of their powers by enabling them to cooperate with one another on a basis of mutual advantage; and WHEREAS, both the City and the County are authorized by general law to provide for the health, safety, and welfare of citizens within their respective jurisdictions and now desire to make the most efficient use of their powers by entering into this Agreement to serve their mutual best interests and advantage; and WHEREAS, the County has applied for a 2008 Disaster Recovery Initiative Community Development Block Grant (CDBG) in the amount of $2,488,963 from the State of Florida, Department of Community Affairs (hereafter "DCA") to be used for "disaster relief, long term recovery and restoration of infrastructure, housing and economic revitalization in areas affected by hurricanes, flooding and other natural disaster that occurred during 2008; and WHEREAS, Monroe County intends to make the funds available county-wide; and WHEREAS, an inter-local agreement is required if a CDBG funded activity is outside the jurisdiction of the applying local government. 1 NOW THEREFORE, in consideration of the mutual covenants and obligations contained herein, the City and County hereby agree as follows: I. Purpose. The purpose of this Inter-local Agreement is to coordinate the distribution of the 2008 CDBG Disaster Recovery Initiative (hereafter "CDBG-DRI") funds for the benefit of both parties and establish the jurisdiction within which the County is authorized to undertake disaster relief, long term recovery and restoration of infrastructure and housing and economic revitalization activities. The Application for 2008 CDBG-DRl Funding, including attaclunents and supplements, will provide funding to eligible applicants and properties countywide. 2. Administration. The County will administer the 2008 CDBG-DRI funds in conformance with all applicable HUD requirements, as administered by DCA, and as delineated more specifically in the Application and in the Grant Award Agreement between the County and DCA. The County's 2008 CDBG-DRI Award will be managed by the Momoe County Housing Authority (Housing Authority). The Housing Authority may seek an outside finn to perform Project Delivery Services. 3. Term/Termination. The term of this Agreement shall begin on the date of filing an executed copy with the Clerk of the Court, and shall expire as of the date the 2008 CDBG- DRI agreement is administratively closed-out by the County. 4. Jurisdiction. The County is authorized to disburse 2008 CDBG-DRI funds in accordance with 2008 CDBG-DRI Grant requirements within the geographic boundaries of the City of Key Colony Beach to eligible recipients for purposes of disaster relief, long term recovery and restoration of infrastructure and housing and economic revitalization activities. 5. Consistency With Comp Plan. By accepting 2008 CDBG-DRI funds the City affirms that all activities undertaken and funded with 2008 CDBG-DRI funds are consistent with the City's Comprehensive Plan. 2 6. Notices. In the event either party hereunder desires or is required to provide any notice to the other party, the party desiring or required to provide such notice shall provide it in writing, send it by certified mail, return receipt requested, postage prepaid, to the other party at the address listed below: If to City: City Administrator City of Key Colony Beach P.O. Box 510141 Key Colony Beach, FL 33051-0141 If to County: Roman Gastesi, County Administrator Monroe County 1100 Simonton Street Key West, Florida 33040 7. Modification. No modification, amendment, or alteration in the terms or conditions herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 8. Execution. This Agreement shall be executed in duplicate and each shall be considered an original. 9. Disclaimer of Third Party Beneficiaries. This Agreement is solely for the benefit of the parties to this Interlocal Agreement. No right or cause of action shall accrue upon or by reason hereof inure to or for the benefit of any third party. 10. Assignment. This Agreement shall be binding on the parties, their representatives, successors and assigns. Neither party shall assign this Agreement or the rights or obligations hereof to any other person or entity without the prior written consent of the other party. 3 11. Indemnification. The City, as a state agency or subdivision defined in Section 768.28, Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its own negligent acts or omissions, or intentional tortuous actions, which result in claims or suits against either County or City, and agrees to be liable to the statutory limits for any damages proximately caused by said acts or omissions, or intentional tortuous acts. The County, as a political sub-division of the State of Florida, as defined in Section 768.28, Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its own negligent acts or omissions, or intentional tortuous acts, which result in claims or suits against either the City or County, and agrees to be liable to the statutory limits for any damages proximately caused by said acts or omissions, or intentional tortuous acts. Nothing contained in this Section shall be construed to be a waiver by either party of any protections under sovereign immunity, Section 768.28 Florida Statutes, or any other similar provision of law. Nothing contained herein shall be construed to be a consent by either party to be sued by third parties in any matter arising out of this or any other Agreement. 12. Severability. If any part of this Agreement is found invalid or unenforceable by any court, such invalidity or unenforceability shall not affect the other parts of the Agreement, if the rights and obligations or the parties contained herein are not materially prejudiced and if the intentions of the parties continue to be effected. 13. Applicable LawlDisputeslLitigation, This Agreement and the provIsIons contained herein shall be construed, controlled, and interpreted according to the laws of the State of Florida. Any dispute involving litigation between County and City is subject to all provisions of Chapter 164, Florida Statutes. The parties agree that in the event of any litigation arising out of any alleged breach or non-performance of this Agreement, the venue for such litigation shall be in Momoe County, Florida. 14. Attornev's Fees and Costs. The County and the City agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the 4 enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. 15. Nondiscrimination. The County and the City agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis ofrace, color or national origin; 2) Title IX ofthe Education Amendment of 1972, as amended (20 USC ss.1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91- 616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 1201 Note), as maybe amended from time to time, relating to nondiscrimination on the basis of disability; 10) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. 16. Public Access. The County and the City shall allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the 5 County and the City in conjunction with this Agreement; and either party shall have the right to unilaterally cancel this Agreement upon violation of this provision. 17. Privileges and Immunities. All of the privileges and immunities from liability: exemptions from laws, ordinances, and rules and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the County or the City, when performing their respective functions under this Agreement within their respective territorial limits shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside their respective territorial limits. 18. Legal Obligations and Responsibilities: Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the perfonnance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the County or the City, except to the extent permitted by the Florida constitution, state statute, and case law. 19. No Personal Liability. No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of the County or the City in his or her individual capacity, and no member, officer, agent or employee of the County or the City shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 20. Execution in Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by singing any such counterpart. 6 21. Section Headings. Section headings have been inserted in this Agreement as a matter of convenience of reference only> and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. 22. Mutual Review. This agreement has been carefully reviewed by the County and the City, therefore this agreement is not to be construed against either party on the basis of authorship. 23. Effective Date, This Agreement shall take effect upon filing a fully executed copy with the Monroe County Clerk of the Court. The remainder of this page has been intentionally left blank. 7 IN WITNESS WHEREOF, the parties hereto have executed this Agreement for the purpose herein expressed as of the date and year first written above. CITY OF KEY COLONY BEACH ~~ Ron utton,41ayor ATTEST: CITY CLERK By:iJW- < flJ~ APPROVED AS TO FORM: ~~ Q z:&:~ (City Attorney) MONROE COUNTY Sylvia Murphy, Mayor ATTEST: CLERK OF THE COURT By: ~ 1Iiu1-~-X . --- (cOuntY/A:ftOrney) I! ? lu 16 8 INTER-LOCAL AGREEMENT BETWEEN ISLAMORADA, VILLAGES OF ISLANDS AND MONROE COUNTY FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) 2008 DISASTER RECOVERY INITIATIVE THIS AGREEMENT is made and entered into this __ day of ,2010 by and between ISLAMORADA, VILLAGES OF ISLANDS (hereafter "Village") and Monroe County (hereafter "County"). WHEREAS, Chapter 163, Florida Statutes, permits governmental units to enter into inter-local agreements to make the most efficient use of their powers by enabling them to cooperate with one another on a basis of mutual advantage; and WHEREAS, both the Village and the County are authorized by general law to provide for the health, safety, and welfare of citizens within their respective jurisdictions and now desire to make the most efficient use of their powers by entering into this Agreement to serve their mutual best interests and advantage~ and WHEREAS, the County has applied for a 2008 Disaster Recovery Initiative Community Development Block Grant (CDBG) in the amount of $2,488,963 from the State of Florida, Department of Community Affairs (hereafter "DCA") to be used for "disaster relief, long telm recovery and restoration of infrastructure, housing and economic revitalization in areas affected by hurricanes, flooding and other natural disaster that occurred during 2008; and WHEREAS, Monroe County intends to make the nmds available county-",~de; and 'VHEREAS, an inter-local agreement is required if a CDBG funded activity is outside the jurisdiction of the applying local government. NOW THEREFORE, in consideration of the mutual covenants and obligations contained herein, the Village and County hereby agree as follows: 1. Purpose, The purpose of this Inter-local Agreement is to coordinate the distribution of the 2008 CDBG Disaster Recovery lnitiative (hereafter "CDBG-DRI") funds for the benefit of both parties and establish the jurisdiction within whic1l the County is authorized to undertake disaster reliet: long ternl recovery and restoration of infrastructure and housing and economic revitalization activities. The Application for 2008 CDBO-DRl Funding, including attachments and supplements, will provide funding to eligible applicants and properties countywide. 2. Administration. The County will administer the 2008 CDBG-DRl funds in confonnance with all applicable HUD requirements, as administered by DCA, and as delineated more specifically in the Application and in the Grant Award Agreement between the County and DCA. The County's 2008 eDBG-DRI Award vliU be managed by the Monroe County Housing Authority (Housing Authority). The Housing Authority may seek an outside filTIl to perfonn Project Delivery Services. 3. Termrrermination. TIle tenn of this Agreement shall begin on the date offiling an executed copy with the Clerk of the Court, and shall expire as of the date the 2008 CDBG- DRI agreement is administratively closed-out by the County. 4. Jurisdiction. The County is authorized to disburse 2008 CDBG-DRI funds in accordance with 2008 CDBG-DRI Grant requirements within the geographic boundaries of Islamorada, Village of Island, to eligible recipients for purposes of disaster relief, long term recovery and restoration ofinn:astructure and housing and economic revitalization activities. 5. Consistency With Com}) Plan. By accepting 2008 CDEG-DRI funds the Village affirms that all activities undertaken and funded with 2008 CDBG-DRI funds are consistent with the Village's Comprehensive Plan. 2 6. Notices. In the event either parry hereunder desires or is required to provide any notice to the other party, the paI1y desiring or required to piOvide such notice shall provide it in writing, send it by certified mail, return receipt requested, postage prepaid, to the other party at the address listed below: ffto Village: Mr. Kenneth Field~, Village Manager Islamorada, Village ofTslands 86800 Overseas Highway Islamorada, Florida 33036 If to County: Roman Gastesi, County Administrator Monroe County 1100 Simonton Street Key West, Florida 33040 7. Modification. No modification, amendment, or alteration in tbe temlS or conditions herein shall be effective unless contained in a written document executed with the same formality and 0 f equal dignity herewith. 8. Execution. This Agreement shall be executed tn duplicate and each shall be considered an original. 9. Disclaimer of Third Party Beneficiaries. This Agreement is solely for the benefit of the parties to this lnterlocal Agreement. No right or cause of action shall accrue upon or by reason hereof inure to or for the benefit of any third party. 10. Assignment. TI1is Agreement shall be binding on the parties, their representatives, successors and assigns. Neither party shall assign this Agreement or the rights or obligations hereof to any other person or entity without the prior written consent of the other party. .., .) il. Indemnification. The Village, as a state agency or subdivision defined in Section 768.28, Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its o\vn negligent acts or omissions, or intentional tortuous a~tions, which result in claims or suits against either County or Village, and agrees to be liable to the statutory limits for any damages proximately caused by said acts Or omissions, or intentionai tortuous acts, '111e County, as a political sub-division of the State or Florida, as defined in Section 768.28; Florida Statutes, agrees to be fully responsible to the limits set forth in such statute for its own negligent acts or omissions, or intentional tortuous acts, which result in claims or suits against either the Village or County, and agrees to be liable to the statlltory limits for any damages proximately caused by said acts or omissions, or intentional tortuous acts. Nothing contained in this Section shall be construed to be a waiver by either party of any protections under sovereign immunity, Section 768.28 Florida Statutes, or any other similar provision of law. Nothing contained herein shall be construed to be a consent by either party to be sued by third parties in any matter arising out of this or any other Agreement. 12. Severability. If any part of this Agreement is found invalid or unenforceable by any court, such invalidity or unenforceability shall not affect the other parts of the Agreement, if the rights and obligations or the parties contained herein are not materially prejudiced and if the intentions of the parties continue to be effected. 13. Applicable LawlDisputeslLitigation. This Agreement and the provisions contained herein shall be construed, controlled, and interpreted according to the laws of the State of Florida. Any dispute involving litigation between County Emd Village is subject to all provisions of Chapter 164, Florida Statutes. The parties agree that in the event of any litigation arising out of any alleged breach or non-performance of this Agreement, the venue for such litigation shall be in Monroe County, Florida. 14. Attorncyl S Fees and Costs. The County and the Village agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative toh 4 the enforcement or interpretation of tilis Agreement, the prevailing party shall be entitled to reasonable attorney's fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorney's fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. Mediation proceedings initiated and conducted pursuant to lhis Agreement shall be in accordance \.vith the Florida Rules of Civil Procedure and usual and customary procedures requiTed by the circuit court of Monroe COQ..T1ty. 15. Nondiscrimination. The County and the Village agree to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VI of the Civil Rights Act of 1964 CPL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 use $8.1681-1683, and 1685- 1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 use s. 794), which prohibits discrimination on the basis of handicaps; 4} The Age Discrimination Act of 1975, as amended (42 use ss. 6101-6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PI., 92-255), as amended. relating to nondiscrimination on the basis of drug abuse; 6) ll1e Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment a.nd Rehabilitation Act of 1970 (PL 91-616), as amended. relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 use S5. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patent records; 8) Title VIII of the Civil Rights Act of 1968 (42 use s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 use s. 1201 Note), as maybe amended from time to time, relating to nondiscrimination OIl the basis of disability; 10) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. 16. Public Access. The County and the Village shaH allow and permit reasonable access to, and inspection of, all documents, papers, letters or other materials in its possession or under its control subject to the provisions of Chapter] 19, Florida Statutes, and made or received j by the County and the Village in conjunction with this Agreement; and either party shall have the right to unilaterally cancel this Agreement upon violation of this provision. 17. Privile2es and Immunities. All of the privileges and immunities from liability, exemptions from laws, ordinances, and 11lles and pensions and relief, disability, workers' compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the County or the Village, when perfonning their respective functions under this Agreement within their respective territorrallimits shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside their respective territorial limits. 18. Leg:al ObHgations and Responsibilities: Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shali it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be otIered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authmizing the delegation of the constitutional or statutory duties of the County or the Village, except to the extent permitted by the Florida constitution, state statute, and case law. 19. No Personal Liability. No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of the Count)' or the Village in his or her individual capacity, and no member, officer, agent or employee of the County or the Village shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 20. Execution in Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreell)ent by singing any such counterpart. 6 21. Section Headin2"s. Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and win not be used in the interpretation of any provision of this Agreement. 22. Mutual Review. This agreement has been carefully reviewed by the County and the Village, therefore this agreement is not to be construed against either party on the basis of authorship. 23. Effective Date. Tills Agreement shall talce effect upon filing a fully executed copy with the Monroe County Clerk afthe Court. The remainder of this page has been intentionally left blank. 7 IN WITNESS WHEREOF, the parties hereto have executed this Agreement for the purpose herein expressed as of the date and year first written above. ISLAMORADA, VILLAGE OF ISLANDS -~~ ---Mic ae Reckwerdt', Mayor ATTEST: VILLAGE CLERK APPROVED AS TO FORM AND LEGALITY FOR THE USE AND BENEFIT OF ISLAMORADA, VILLAGE OF ISLANDS ONLY: ~~ (Village Attorney) ATTEST: CLERK OF THE COURT MONROE COUNTY: By: Sylvia Murphy, Mayor APPROVED AS TO FORM: ~p, ~;fo y Atto ey) RESOLUTION NO. 10-03-24 A RESOLUTION OF THE VILLAGE COUNCIL OF ISLAMORADA, VILLAGE OF ISLANDS, FLORIDA, APPROVING AN INTERLOCAL AGREEMENT WITH MONROE COUNTY FOR THE CO~UNITY DEVELOPMENT BLOCK GRANT (CDBG) DISASTER RECOVERY INITIA TIVE; AUTHORIZING VILLAGE OFFICIALS TO IMPLEMENT THE TERMS AND CONDITIONS OF THE INTERLOCAL AGREEMENT; AUTHORIZING THE MAYOR TO EXECUTE THE INTERLOCAL AGREEMENT; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Monroe County (the "County") has applied for a 2008 Disaster Recovery Initiative Community Development Block Grant (CDBG); and WHEREAS, an interlocal agreement between Islamorada, Village of Islands (the "Village") and the County is required in order for the funds to be available county-wide; and WHEREAS, the Village Council deems it in the best interest of the Village to make this funding available through the County to Village residents; NOW THEREFORE, BE IT RESOL VED BY THE VILLAGE COUNCIL OF ISLAMORADA, VILLAGE OF ISLANDS, AS FOLLOWS: Section 1. Recitals. The above recitals are true and correct and are incorporated herein by this reference. Section 2. Approval of A2"reement. The lnterlocal Agreement (the "Agreement") between Monroe County and the Village to provide for the Community Development Block Grant (CDBG) 2008 Disaster Recovery Initiative, a copy of which is attached as Exhibit "A," together with such non-material changes as may be acceptable to the Village Manager and approved as to fonn and legality by the Village Attorney, is approved. CERTIFIED COpy OF ORIGINAL HER.DEPUTY VILLAGE 1':1 I=i:tl( , ! i I I I f I Section 3. Authorization of Villa~e Officials. The Village Manager and/or his designee and the Village Attorney are authorized to take all actions necessary to implement the terms and conditions of the Agreement. Section 4. Execution of Agreement. The Mayor is authorized to execute the Agreement on behalf of the Village, to execute any required documents to implement the terms and conditions of the Agreement and to execute any extensions' and/or amendments to the Agreement, subject to the approval as to form and legality by the Village Attorney. Section 5. Effective Date. This Resolution shall become effective immediately upon its adoption. . PASSED AND ADOPTED this 25th day of March, 2010 Motion to adopt by Vice Mayor Achenberg; seconded by Councilman Purdo. FINAL VOTE AT ADOPTION Mayor Michael Reckwerdt Vice Mayor Don Achenberg Councilman Bob Johnson Councilman Ken Philipson Councilman Dave Purdo YES YES YES YES YES [THIS SPACE LEFT INTENTIONALLY BLANK] ATTEST: !~at~6CERK .Ap~~ "MICHAEL RECKWERDT, MAY R APPROVED AS TO FORM AND LEGALITY FOR THE USE AND BENEFIT OF ISLAMORADA, VILLAGE OF ISLANDS ONLY: ~ VILLAGE ATTORNEY Weiss, Serota, Helfinan, Pastoriza, Cole & Boniske, P.L.