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Land Authority LAND AUTHORITY GOVERNING BOARD AGENDA ITEM SUMMARY Meeting Date: Mav 19. 2010 Division: Land Authoritv Bulk Item: Yes No X Staff Contact 1 Phone #: Mark Rosch 1295-5180 Agenda Item Wording: Approval of the minutes for the April 21,2010 meeting, Item Background: N/A Advisory Committee Action: N/A Previous Governing Board Action: N/A Contract/Agreement Changes: N/A Staff Recommendation: Approval Total Cost: $ Indirect Cost: $ Budgeted: Yes No Cost to Land Authority: $ Source of Funds: Approved By: Attorney _ County Land Steward _' Documentation: Included: ~ To Follow: Not Required: Disposition: Agenda Item _ MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY GOVERNING BOARD April 21, 2010 Meeting Minutes The Governing Board of the Monroe County Comprehensive Plan Land Authority held a regular meeting on Wednesday, April 21, 2010 at the Harvey Government Center located at 1200 Truman Avenue in Key West, Florida, Chairman Kim Wigington called the meeting to order at 9:33 AM, Present and answering roll call, in addition to Chairman Wigington, were Commissioner Heather Carruthers, Commissioner Mario Di Gennaro, Mayor Sylvia Murphy, and Commissioner George Neugent. Also in attendance were Executive Director Mark Rosch, Office Manager Kimberly Nystrom, Counsel Larry Erskine, and members of the press and public, The first item on the agenda was approval of the minutes for the March 17, 2010 meeting, A motion was made by Commissioner Neugent and seconded by Mayor Murphy to approve the minutes as submitted, There being no objections, the motion carried (5/0), The next item was approval of the 2010 Acquisition List. Mr, Rosch addressed the Board, Bob Calhoun, Executive Director of Habitat for Humanity of Key West and Lower Florida Keys, who was also speaking on behalf of the Habitat chapters in the Middle Keys and Upper Keys, addressed the Board, Commissioner Di Gennaro left the dais during this item, A motion was made by Commissioner Carruthers and seconded by Mayor Murphy to approve the item, There being no objections, the motion carried (4/0), Commissioner Di Gennaro returned to the dais, The next item was approval to purchase the following property for conservation: a) Block 6, Lot 4, Windward Beach Estates, Little Torch Key at a total cost of $5,573,50; b) Block 2, Lot 12, Summerland Beach Addition No, 2, Summerland Key at a total cost of $16,743,50; and c) Big Pine Key Acreage (RE #00110610-000000) at a total cost of $51,674,00, Mr, Rosch addressed the Board, A motion was made by Commissioner Carruthers and seconded by Mayor Murphy to approve the purchase of each of the above properties, There being no objections, the motion carried (5/0), The next item involved the following actions related to the Conley property (RE #00065120- 000000) in Key West: a) Approval of an agreement to cancel the lease with the City of Key West; and b) Approval of a resolution authorizing the conveyance of the property to the Monroe County Board of County Commissioners for wetland restoration activities associated with the runway safety area project at Key West International Airport, Mr, Rosch addressed the Board, A motion was made by Commissioner Carruthers and seconded by Mayor Murphy to approve both the agreement and the resolution, There being no objections, the motion carried (5/0), [Resolution 01-2010] The next item was approval of First Amendment to Professional Services Contract with Larry R. Erskine, P,A. Mr, Rosch addressed the Board, A motion was made by Mayor Murphy and Page 1 of 2 seconded by Commissioner Di Gennaro to approve the item, There being no objections, the motion carried (5/0), There being no further business, the meeting was adjourned at 9:37 AM, Minutes prepared by: Mark J, Rosch Executive Director Approved by the Board on: Page 2 of 2 LAND AUTHORITY GOVERNING BOARD AGENDA ITEM SUMMARY Meeting Date: Mav 19. 2010 Division: Land Authoritv Bulk Item: Yes No l Contact / Phone #: Mark Rosch /295-5180 Agenda Item Wording: Approval of a resolution authorizing the issuance of two mortgage loans to The Housing Authority of the City of Key West to finance the purchase of 817-820 Washington Street in Key West as an affordable housing site, Item Background: The Key West City Commission has nominated the subject property via Resolution 09-208, The property consists of four subdivision lots totaling 0.47 acre in size and is developed with 16 legal non-conforming residential units in four buildings built in the 1960's, Each unit is a two- bedroom, one-bathroom design, The property includes on-site parking and two accessory buildings used for storage and laundry facilities, Two units were damaged in a fire last year, of which one is repaired and rented and the other is being repaired and will be completed prior to the transaction closing, The Housing Authority of the City of Key West (KWHA) proposes to acquire the site and manage the property as affordable rental housing, KWHA's purchase price is $2,950,000, Under the proposed resolution the Land Authority will finance $1,636,000 or 55% of KWHA's purchase price by issuing two mortgage loans to KWHA. One loan will be a zero interest $836,000 balloon due in 30 years, while the other loan will be a zero interest $800,000 soft balloon that will be forgiven in 30 years provided the property continues to be affordable housing and is not sold, KWHA will finance the $1,314,000 (45%) balance of the purchase price plus $445,000 for reserves and other expenses by obtaining a mortgage loan from a bank, The deed into KWHA will restrict use of the property to affordable rental housing for families whose income does not exceed 160% of area median income in accordance with the Land Authority's statute, KWHA will rent the units to families whose income does not exceed 120% of area median income, The bank loan will be superior to the Land Authority loans but it will not be superior to the affordable housing deed restrictions, Advisory Committee Action: On 1/27/10 the Committee voted 3/1 to approve an overall subsidy of $1,636,000 via a purchase and resale strategy, of which $836,000 would be a zero interest balloon mortgage loan due in 30 years, On 4/28/10 the Committee voted 3/0 to approve the subject resolution, Previous Governing Board Action: The Board approved adding this property to the Acquisition List on 9/16/09, Contract/Agreement Changes: N/A Staff Recommendation: Approval Total Cost: $ 1.636.000 Indirect Cost: $ Budgeted: Yes Nol, Cost to Land Authority: $ 1.636.000 Source of Funds: Land Authoritv (Tourist Impact Tax collected in Key West) Approved By: Attorney ----X- County Land Steward _' Documentation: Included:....x.- To Follow: Not Required: Disposition: Agenda Item _ Documentation Included: 1, Proposed Resolution with Exhibits A, B, and C 2, Key West City Commission Resolution 09-208 3, Aerial Photograph of Subject Property 4, Ground Photographs of Subject Property 5, Boundary Survey of Subject Property 6, Key West City Planning Department Letter RESOLUTION NO, A RESOLUTION OF THE MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY AUTHORIZING THE ISSUANCE OF TWO MORTGAGE LOANS TO THE HOUSING AUTHORITY OF THE CITY OF KEY WEST TO FINANCE THE PURCHASE OF 817-820 WASHINGTON STREET IN KEY WEST AS AN AFFORDABLE HOUSING SITE, WHEREAS, section 380,0666(3), Florida Statutes, and section 2-398(6), Monroe County Code, empower the Monroe County Comprehensive Plan Land Authority (hereinafter "Land Authority") to acquire an interest in real property for the purpose of providing affordable housing to families whose income does not exceed 160 percent of median family income of the area; and WHEREAS, Key West City Commission Resolution 09-208 nominates a 16-unit apartment complex located at 817-820 Washington Street in Key West (hereinafter "subject property") as a proposed affordable housing acquisition in partnership with The Housing Authority of the City of Key West (hereinafter "KWHA"); and WHEREAS, the Land Authority desires to subsidize KWHA's acquisition of the subject property in a manner that leverages Land Authority funds; and WHEREAS, the Land Authority Advisory Committee considered this resolution at a meeting held April 28, 2010, and voted 3/0 to recommend approval; NOW, THEREFORE, BE IT RESOLVED BY THE MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY: Section 1, The Land Authority is authorized to issue two mortgage loans totaling $1,636,000 to finance KWHA's purchase of the subject property provided the following requirements are met. a) KWHA's purchase price for the subject property shall not exceed $2,950,000, b) KWHA's institutional first mortgage encumbering the subject property shall not exceed $1,759,000, c) Of the $1,636,000 disbursed by the Land Authority, $836,000 shall be secured by a 30-year, zero interest balloon second mortgage executed by KWHA in favor of the Land Authority as shown in Exhibit A. Said mortgage shall be subordinate to the above referenced institutional first mortgage, d) The $800,000 balance of the funds disbursed by the Land Authority shall be secured by a 30-year, soft third mortgage executed by KWHA in favor of the Land Authority as shown in Exhibit B, Said mortgage shall be subordinate to the above referenced institutional first mortgage, [The remainder of this page is blank,] Page 1 of 2 e) The deed into KWHA shall include deed restrictions in favor of the Land Authority as shown in Exhibit C, Said deed restrictions shall be superior to all mortgages and shall not be subordinated, PASSED AND ADOPTED by the Monroe County Comprehensive Plan Land Authority at a regular meeting on this day of 2010, (Seal) ATTEST: MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY Mark J, Rosch Executive Director Kim Wigington Chairman Approved for Legal Sufficiency Larry R. Erskine Page 2 of 2 EXHIBIT A TO RESOLUTION: Note and Mortgage PROMISSORY NOTE Key West, Florida Date: AMOUNT: $836,000,00 FOR VALUE RECEIVED the undersigned promises to pay to the order of MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY, 1200 Truman Avenue, Suite 207, Key West, Florida, 33040, the principal sum of EIGHT HUNDRED THIRTY-SIX THOUSAND and 00/100 DOLLARS ($836,000,00), without interest. The payment of the entire principal balance of EIGHT HUNDRED THIRTY-SIX THOUSAND and 00/100 DOLLARS ($836,000,00) is due and payable Thirty (30) years from the date hereof. The right is reserved to the maker of this note to prepay all or any part of the principal indebtedness represented hereby, The makers and endorsers of this note further agree to waive demand, notice of non-payment and protest, and in the event suit shall be brought for the collection hereof, or the same has to be collected upon demand of an attorney, to pay reasonable attorney's fees for making such collection, and/or attorney's fees and costs incurred by payee, or holders hereof in prosecuting or defending litigation to effect collection, including costs and attorney's fees in appellate courts, This note is secured by a mortgage of even date herewith and is to be construed and enforced according to the laws of the State of Florida; upon default in the payment of principal and/or interest when due, the whole sum of principal and interest remaining unpaid shall at the option of the holders, become immediately due and payable, Failure to exercise this option shall not constitute a waiver of the right to exercise the same in the event of subsequent default. This is a nonrecourse loan and the payee shall look solely to the property securing same for payment. The Housing Authority of the City of Key West, Florida By: Title: This Instrument Prepared By and return after recording to: Larry R, Erskine 1200 Truman Avenue, Suite 207 Key West, FL 33040 THIS MORTGAGE DEED Executed the_ day of ,2010 A.D., by The Housing Authority of the City of Key West, Florida, hereinafter called the mortgagor(s), to MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY, a land authority under Section 380.0663(1), Florida Statutes, and Monroe County Ordinance No. 031-1986, whose address is 1200 Truman Avenue, Suite 207, Key West, FL, 33040. hereinafter called the mortgagee(s): (Wherever used herein the terms "mortgagor" and "mortgagee" include all the parties to this instrument and the heirs, legal representatives and assigns of individuals, and the successors and assigns of corporation; and the term "note" includes all the notes herein described ifmore than one), WITNESSETH, that for good and valuable consideration, and also in consideration of the aggregate sum named in the promissory note of even date herewith, hereinafter described, the Mortgagor(s) does hereby grant, bargain, sell, alien, remise, release, convey and confirm unto the Mortgagee(s), in fee simple, all the certain tract of land of which the Mortgagor is now seized and possessed, and in actual possession, situate in MONROE County, Florida, viz: SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF. THIS IS A SECOND MORTGAGE. TO HA VE AND TO HOLD the same, together with the tenements, hereditaments and appurtenances thereto belonging, and the rents, issues and profits thereof, unto the mortgagee in fee simple, AND the mortgagor covenants with the mortgagee that the mortgagor indefeasibly seized of said land in fee simple; that the mortgagor has full power and lawful authority to convey said land in fee simple as aforesaid; that the mortgagor will make such further assurances to perfect the fee simple title to said land in the mortgagee as may reasonably be required; that the mortgagor hereby fully warrants the title to said land and will defend the same against the lawful claims of all persons whomsoever; and that said land is free and clear of all encumbrances, PROVIDED AL WAYS that if said mortgagor shall pay unto said mortgagee the certain promissory note hereinafter substantially copied or identified to wit: SEE EXHIBIT "B" ATTACHED HERETO AND MADE A PART HEREOF. 1 and shall perform, comply with and abide by each and every the agreements, stipulations, conditions and covenants thereof, and of this mortgage, then this mortgage and the estate hereby created, shall cease, determine and be null and void, AND the mortgagor hereby further covenants and agrees: 1, To pay promptly, all and singular, when due the principal and interest and other sums of money provided for in said note and this mortgage, or either. 2, To pay all and singular the taxes, assessments, levies, liabilities, obligations, and encumbrances of every nature on said property each and every, and if the same be not promptly paid the said mortgagee may at any time pay the same without waiving or affecting the option to foreclose or any right hereunder, and every payment so made shall bear interest from the date thereof at the rate of the highest rate allowable by law, 3, To pay all and singular the costs, charges, and expenses, including lawyer's fees, reasonably incurred or paid at any time by said mortgagee because of the failure on the part of the said mortgagor to perform, comply with and abide by each and every the stipulations, agreements, conditions and covenants of said note and this mortgage, or either, and every such payment shall bear interest from date at the highest rate allowable by law, 4, To keep the buildings now or hereafter on said land fully insured in a sum of not less than the highest insurable value to include Fire, Wind and Flood, in a company or companies acceptable to the mortgagee, and the policy or policies to be held by, and payable to, said mortgagee, and in the event any sum of money becomes payable by virtue of such insurance the mortgagee shall have the option to receive and apply the same on account of the indebtedness hereby secured or to permit the mortgagor to receive and use it, or any part thereof, for other purposes, without thereby waiving or impairing any equity lien or right under or by virtue of this mortgage, and may place and pay for such insurance or any part thereof, without waiving or affecting the option to foreclose or any right hereunder, and each and every such payment shall bear interest from date at the highest rate allowable by law, 5, To permit, commit or suffer no waste, impairment or deterioration of said land or the improvements thereon at any time, 6, To perform, comply with and abide by each and every the stipulations, agreements, conditions and covenants in said promissory note and in this mortgage as set forth, 7, If any sums of money herein referred to be not promptly paid within THIRTY (30) days next after the same severally becomes due and payable, or if each and every the agreements, stipulations, conditions and covenants of said note and this mortgage, or either, are not duly performed, complied with and abided by, the said aggregate sum mentioned in said promissory note then remaining unpaid shall become due and payable forthwith or thereafter at the option of the mortgagee as fully and completely as if the said aggregate sum of the then remaining balance was originally stipulated to be paid on such day, anything in said note or herein to the contrary notwithstanding, 8, The mortgagee may, at any time while a suit is pending to foreclose or to reform this mortgage or to enforce any claims arising hereunder, apply to the court having jurisdiction thereof for the appointment of a receiver, and such court shall forthwith appoint a receiver of the premises and all other property covered hereby, including all and singular the income, profits, rents, issues and revenues from whatever source derived, and such receiver shall have all the broad and effective functions and powers in anywise entrusted by a court to a receive and such appointment shall be made by such court as an admitted equity 2 and a matter of absolute right to said mortgagee, and without reference to adequacy or inadequacy of the value of the property mortgaged or to the solvency or insolvency of said mortgagor or the defendants, and such income, profits, rents, issues and revenues shall be applied by such receiver according to the lien of this mortgage and the practice of such court, 9, Mortgagee, at their expense, shall provide mortgagor with a Satisfaction of Mortgage, m recordable form upon receipt of full payoff of this mortgage and note, la, If all or any part of the subject property or any interest in it is sold or transferred, then this mortgage and the note which it secures shall be immediately due and payable at the option of the mortgagee, 11, Neither the Mortgagor nor any of its partners shall have any personal liability for the payment of any portion of the indebtedness evidenced by his Mortgage, In the event of default by the Mortgagor under this mortgage the sole remedy of the Mortgagee shall be limited to exercising its rights under the mortgage to foreclose upon the property secured hereby but shall not include a right to proceed directly against the Mortgagor or any of its partners, IN WITNESS WHEREOF, the said mortgagor has hereunto signed and sealed these presents the day and year first above written, Signed, sealed and delivered in our presence: (TWO WITNESSES REQUIRED) Witness Sign & Print Name THE HOUSING AUTHORITY OF THE CITY OF KEY WEST, FLORIDA By: Witness Sign & Print Name Title: STATE OF FLORIDA ) COUNTY OF MONROE ) The foregoing instrument was acknowledged before me this day of ,2010, by , to me known to be the person described in and who executed the foregoing instrument and acknowledged before me that he executed same, He is personally known to me or has produced as identification, Notary Public (Seal) Printed, typed or stamped Notary Name My Commission Expires: 3 EXHIBIT B TO RESOLUTION: Note and Soft Mortgage This instrument was prepared by: Larry R. Erskine 1200 Truman Avenue, Suite 207 Key West, FL 33040 Exhibit A PROMISSORY NOTE Date: Property Address: THE HOUSING AUTHORITY OF THE CITY OF KEY WEST, FLORIDA 817-820 Washington Street, Key West, FL 33040 Name: 1. BORROWER'S PROMISE TO PAY THE HOUSING AUTHORITY OF THE CITY OF KEY WEST, FLORIDA (the Borrower) promises to pay EIGHT HUNDRED THOUSAND DOLLARS ($800,000.00) (this amount will be called "principal") to the order of the MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY, a land authority under section 380.0663(1), Florida Statutes, and Monroe County Ordinance Number 031-1986, whose address is 1200 Truman Avenue, Suite 207, Key West, Florida 33040 (the "Lender,") or to any other holder of this Note, Borrower understands that the Lender may transfer this Note, The Lender or anyone who takes this Note by transfer and who is entitled to receive payments under this Note will be called the "Note Holder." 2. INTEREST Interest on this Note shall be zero percent (0%) per annum; except that if Borrower fails to payor otherwise satisfy this Note as required, the interest rate shall be twelve percent (12%) per annum from the date when payment ofthis Note is due until Borrower pays it in full, 3. PAYMENTS The loan will be a deferred payment loan for a period of thirty (30) years with a zero % interest rate, The entire loan balance will be forgiven thirty (30) years from the date hereof and the limitations and conditions contained in the mortgage executed simultaneously with this note shall be released thirty (30) years from the date hereof; provided however, the loan will be due and payable in full upon the sale or transfer of the property or failure to comply with the terms of the mortgage executed simultaneously with this note or failure to comply with the affordable housing deed restrictions on Borrower's deed, 4. BORROWER'S PAYMENT BEFORE THEY ARE DUE Borrower has the right to make payment in full on this Note at any time before it is due, Such payment is known as a "full payment." No partial prepayments can be made at any time on the principal of the loan, When Borrower makes full prepayment, Borrower will advise the Note Holder in a letter that it is doing so, 5. BORROWER'S FAILURE TO PAY AS REQUIRED (A) Default If Borrower does not pay the full amount as required in Section 3 above, Borrower will be in default, If borrower is in default, the Note Holder may bring about any actions not prohibited by applicable law and require Borrower to pay Holder's cost and expenses as described in Section 5(B) below, 1 (B) Payment of Note Holder's Costs and Expenses If the Note Holder takes such actions as described in Section 5(A) above, the Note Holder will have the right to be paid back for all of its cost and expenses, including but not limited to reasonable attorney's fees, 6. THIS NOTE SECURED BY A MORTGAGE In addition to the protections given to the Note Holder under this Note, a Mortgage, dated , 2010 protects the Note Holder from possible losses that might result if Borrower does not keep the promises that Borrower makes in this Note, That Mortgage describes how and under what conditions Borrower may be required to make immediate payment in full of all amounts that Borrower owes under this Note, 7. BORROWER'S WAIVER Borrower waives its rights to require the Note Holder to do certain things, Those things are: (A) to demand payment of amount due (known as "presentment"); (B) to give notice that amounts have not been paid (known as "notice of dishonor"); (C) to obtain an official certification of nonpayment (known as a "protest.") 8. GIVING OF NOTICES Any notice that must be given to Borrower under this Note will be given by delivering it or by mailing it by certified or registered mail, postage prepaid, addressed to Borrower at the Property address above, A notice will be mailed to the Note Holder at a different address if Borrower is given a notice ofthat different address, The Housing Authority of the City of Key West, Florida By: Title: 2 This instrument was prepared by: Larry R. Erskine 1200 Truman Avenue, Suite 207 Key West, FL 33040 THIRD MORTGAGE (Due on Sale or Refinancing) This third mortgage is made this _ day of , 2010 between the Mortgagor, THE HOUSING AUTHORITY OF THE CITY OF KEY WEST, FLORIDA, (herein the "Borrower,") and the Mortgagee, MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY, a land authority under section 380,0663(1), Florida Statutes, and Monroe County Ordinance Number 031-1986, whose address is 1200 Truman Avenue, Suite 207, Key West, Florida 33040 (herein the "Lender.") WHEREAS, the Borrower has applied to the Lender for a loan in the original principal amount of EIGHT HUNDRED THOUSAND DOLLARS ($800,000.00), the "Loan," and WHEREAS, the Borrower is indebted to Lender in the principal sum of EIGHT HUNDRED THOUSAND DOLLARS ($800,000.00), which indebtedness is evidenced by the Borrower's Promissory Note dated , 2010, Exhibit A and extensions and renewals thereof (herein ''Note,'') providing for forgiveness of the principal indebtedness if not sooner paid, on ,2040, TO SECURE to the Lender the repayment of the indebtedness evidenced by the Note: the payment of all other sums, advanced in accordance herewith to protect the security of this Mortgage: and the performance of the covenants and agreements of the Borrower herein contained the Borrower does hereby mortgage, grant and convey to Lender the following described property located in the County of Monroe, State of Florida: SEE EXHIBIT B ATTACHED HERETO Which has the address of 817-820 Washington Street Kev West FL 33040 (herein the "Property Address,") TOGETHER with all the improvements now or hereafter erected on the property, and all easements, rights, appurtenances, and rents all of which shall be deemed to be and remain a part of the property covered by this Mortgage; and all of the foregoing, together with said property (or the leasehold estate if this Mortgage is on a leasehold) are hereinafter referred to as the "Property," BORROWER COVENANTS, represents and warrants to the Lender and its successors and assigns that Borrower is lawfully seized of the estate hereby conveyed and has the right to mortgage, grant and convey the Property, and the Property is unencumbered, except for the mortgage lien of the first and second mortgages, and for other encumbrances of record, Borrower covenants, represents and warrants to the Lender and its successors and assigns that Borrower will defend generally the title to the Property against all claims and demands, subject to the mortgage lien of the first and second mortgages and other encumbrances of record, 1 BORROWER FURTHER COVENANTS and agrees with the Lender as follows: 1, Payment. The Borrower shall promptly pay when due the indebtedness evidenced by the Note, Exhibit A. 2, Prior MortQ:aQ:es and Deeds of Trust; CharQ:es: Liens. Lender and Borrower acknowledge and agree that this Mortgage is subject and subordinate in all respects to the liens, terms, covenants and conditions of any prior Mortgage and to all advances heretofore made, The Borrower shall perform all of the Borrower's obligations under any prior Mortgage and any other mortgage, deed of trust or other security agreement with a lien that has priority over this Mortgage, including the Borrower's covenants to make payments when due, The Borrower shall payor cause to be paid all taxes, assessments and other charges, fines and impositions attributable to the Property that may attain a priority over this Mortgage, and leasehold payments or ground rents, if any, 3, Hazard Insurance. The Borrower shall keep the improvements now existing or hereafter erected on the Property insured against loss by fire, hazards included within the term "extended coverage," and such other hazards as the Lender may require and in such amounts and for such period as the Lender may require, The insurance carrier providing the insurance shall be chosen by the Borrower subject to approval by the Lender, provided that such approval shall not be unreasonably withheld, All insurance policies and renewals thereof shall be in a form acceptable to the Lender and shall include a standard mortgage clause in favor of, and in a form acceptable to the Lender. The Lender shall have the right to hold the policies and renewals thereof, subject to the terms of the First Mortgage and any other mortgage, deed of trust or other security agreement with a lien that has priority over this Mortgage, In the event of loss, the Borrower shall give prompt notice to the insurance carrier and to the Lender. The Lender may make proof of loss if not made promptly by the Borrower. If the Property is abandoned by the Borrower, or if the Borrower fails to respond to the Lender within thirty (30) days from the date notice mailed by the Lender to the Borrower that the insurance carrier offers to settle a claim for insurance benefits, the Lender is authorized to collect and apply the insurance proceeds at the Lender's option either to restoration or repair of the Property or to the sums secured by this Mortgage, 4, Preservation and Maintenance of Prooertv: Leaseholds The Borrower shall keep the Property in good repair and shall not commit waste or permit impairment or deterioration of the Property and shall comply with the provisions of any lease if this Mortgage is on a leasehold improvement. 5, Protection of Lender's Security. If the Borrower fails to perform the covenants and agreements contained in this Mortgage, or if any action or proceeding is commenced that materially affects the Lender's interest in the Property, Then the Lender, at the Lender's option upon notice to the Borrower, may make such appearances, disburse such sums, including reasonable attorney's fees, and take such action as is necessary to protect the Lender's interest in the Property, Any amounts disbursed by the Lender pursuant to this Paragraph 5, with interest thereon, at the rate of twelve percent (12%) per annum, shall become additional indebtedness of the Borrower secured by this Mortgage, Unless the Borrower and the Lender agree to other terms of payment, such amounts shall be payable upon notice from the Lender to the Borrower requesting payment 2 thereof. Nothing contained in this Paragraph 5 shall require the Lender to incur any expense or take any action hereunder. 6, InsDection. The Lender may make or cause to be made reasonable entries upon the inspections of the Property, provided that the Lender shall give Borrower notice prior to any such inspection specifying reasonable cause to the Lender's interest in the Property, 7, Condemnation. The proceeds of any award or claim for damages, direct or consequential, in connection with any condemnation or other taking of the Property, or part thereof, or for conveyance in lieu of condemnation, are hereby assigned and shall be paid to the Lender, subject to the terms of any mortgage, deed of trust or to the security agreement with a lien that has priority over this Mortgage, 8, Borrower Not Released: Forbearance bv Lender Not a Waiver. Extension of the time for payment or modification of amortization of the sums secured by this Mortgage granted by the Lender to any successor in interest of the Borrower shall not operate to release, in a manner, the liability of the original Borrower and the Borrower's successors in interest. The Lender shall not be required to commence proceedings against such successor or refuse to extend time for payment or otherwise modify amortization of the sums secured by this Mortgage by reason of any demand made by the original Borrower and the Borrower's successors in interest. Any forbearance by the Lender in exercising any right or remedy hereunder, or otherwise afforded by applicable law, shall not be a waiver of or preclude the exercise of any such right or remedy, 9, Successors and Assi2:ns Bound: Joint and Several Liabilitv: Co-Si2:ners. The covenants and agreements herein contained shall bind, and the rights hereunder shall inure to, the respective successors and assigns for the Lender and the Borrower, subject to the provisions of Paragraph 14 hereof. la, Notice. Except for any notice required under applicable law to be given in another manner: (a) any notice of the Borrower provided for in this Mortgage shall be given by delivering it or by mailing such notice by certified or registered mail, postage prepaid, addressed to the Borrower at the Property Address or at such other address as the Borrower may designate by notice to the Lender as provided herein, 11, Governin2: Law: Severability: Costs. This Mortgage shall be governed by the laws of the State of Florida, and, to the extent applicable hereto, the laws and regulations of the United States of America, In the event that any provision or clause of this Mortgage or the Note conflicts with applicable law, such conflict provision, and to this and the provisions of this Mortgage or the Note that can be given effect without the conflicting provision, and to this and the provisions of this Mortgage and the Note are declared to be severable, As used herein, "costs," "expenses," and "attorneys' fees" include all sums to the extent not prohibited by applicable law or limited herein, 12, Borrower's CODY. Borrower shall be furnished a conformed copy of the Note and of this Mortgage at the time of execution or after recordation hereof. 13, Transfer of the ProDertv. If all or any part of the Property or any interest in it is sold, transferred, gifted or otherwise conveyed, whether by voluntary act, involuntarily, by operation of law or otherwise, or if the Borrower is divested of title by judicial sale, levy or other proceeding, or if foreclosure action is instituted against the Property, all sums secured by this Mortgage shall immediately become due and payable as provided herein, 3 14, Acceleration. Lender shall give Borrower notice of acceleration, The notice shall provide a period of not less than thirty (30) days from the date the notice is given provided in Paragraph 10 hereof within which the Borrower must pay all sums secured by this Mortgage, If Borrower fails to pay these sums prior to the expiration of this period, the Lender may invoke any remedies permitted by this Mortgage without further notice or demand on the Borrower. 15, Remedies. Except as provided in Paragraph 14 hereof, upon the Borrower's breach of any covenant or agreement of the Borrower in this Mortgage, including the covenants to pay when due any sums secured by this Mortgage, the Lender, at the Lender's option, may declare all of the sums secured by this Mortgage to be immediately due and payable without further demand and may foreclose this Mortgage by judicial proceeding, Prior to taking any defaults action including acceleration of this Mortgage, the Lender shall give notice to senior lien holders and to the Borrower as provided in Paragraph 10 hereof specifying (1) the breach (if the breach is curable; (2) the action required to cure such breach; (3) a date, not less than ten (10) days from the date the notice is mailed to Borrower, by which such breach must be cured; and (4) that failure to cure such breach on or before the date specified in the notice may result in acceleration of the sums secured by this Mortgage, foreclosure by judicial proceeding, and sale of the Property, The notice shall further inform Borrower of the right to reinstate after acceleration and the right to assert in the foreclosure proceeding the nonexistence of a default or any other defense of Borrower to acceleration and foreclosure, The Lender shall be entitled to collect in such proceeding all expenses of foreclosure, including, but not limited to, reasonable attorneys' fees, court costs, and costs of documentary evidence, abstracts and title reports, 16, Borrower's Ri2:ht to Reinstate. Notwithstanding the Lender's acceleration of the sums secured by this Mortgage due to the Borrower's breach, the Borrower shall have the right to have any proceedings begun by the Lender to enforce this Mortgage discontinued at any time prior to entry of a judgment enforcing this Mortgage if: (a) the Borrower pays the Lender all sums that would be then due under this Mortgage and the Note had no acceleration occurred; (b) the Borrower cures all breaches of any other covenants or agreements of the Borrower contained in this Mortgage; (c) the Borrower pays all reasonable expenses incurred by the Lender in enforcing the covenants and agreements of the Borrower contained in this Mortgage, and in enforcing the Lender's remedies as provided in Paragraph 15 hereof, including, but not limited to, reasonable attorneys' fees and court costs; and (d) the Borrower takes such action as the Lender may reasonably require to assure that the lien of this Mortgage, the Lender's interest in the Property and the Borrower's obligation to pay the sums secured by this Mortgage shall continue unimpaired, Upon such payment and cure by the Borrower, this Mortgage and the obligations secured hereby shall remain in full force and effect as if no acceleration had occurred, 17, Assi2:nment of Rents; Appointment of Receiver. As additional security hereunder, the Borrower hereby assigns to the Lender the rents of the Property, provided that the Borrower shall, prior to acceleration under Paragraph 14 hereof or abandonment of the Property, have the right to collect and retain such rents as they become due and payable, Upon acceleration under Paragraph 14 hereof or abandonment of the Property, the Lender shall be entitled to have a receiver appointed by a court to enter upon, take possession of and manage the Property and to collect the rents of the Property including those past due, All rents collected by the receiver shall be applied first to the payment of the costs of management of the Property and collection of rents, including, but not limited to, receiver's fees, premiums on receiver's 4 bonds and reasonable attorneys' fees, and then to the sum secured by this Mortgage, The receiver shall be liable to account only for those rents actually received, 18, Release. Upon satisfaction of the conditions and terms of the note secured by this mortgage, including but not limited to payment of all sums there under, Lender shall release this Mortgage without charge to Borrower. Borrower shall pay all costs of recordation, if any, 19, Attornevs' Fees. As used in this Mortgage and in the Note, "attorneys' fees" shall include attorneys' fees, if any, incurred in connection with the collection or enforcement of this Mortgage or of the Note, whether or not suit is brought and whether incurred at trial, on appeal, in bankruptcy proceedings or otherwise, IN WITNESS WHEREOF, the Borrower has executed this Mortgage, Signed, sealed, and delivered in the presence of: (TWO WITNESSES REQUIRED) Witness Sign & Print Name THE HOUSING AUTHORITY OF THE CITY OF KEY WEST, FLORIDA By: Witness Sign & Print Name Title: STATE OF FLORIDA ) COUNTY OF MONROE ) The foregoing instrument was acknowledged before me this day of ,2010, by , to me known to be the person described in and who executed the foregoing instrument and acknowledged before me that he executed same, He is personally known to me or has produced as identification, Notary Public (Seal) Printed, typed or stamped Notary Name My Commission Expires: 5 EXHIBIT C TO RESOLUTION: Deed Restrictions AFFORDABILlTY COVENANTS 1, Term, These affordability covenants are perpetual, run with the land, and are binding on all present and subsequent owners and mortgagees, 2, Propertv Use, Use of the property shall be restricted to the provision of affordable rental housing as defined in section 380,0666(3), Florida Statutes, as said statute may be amended from time to time, 3, Monitorinq, Grantee is responsible for ensuring compliance with the affordability covenants contained herein and expressly agrees to furnish, upon Grantor's request, written certification thereof, RESOLUTION NO. 09-208 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF KEY WEST, FLORIDA, NOMINATING PROPERTY LOCATED AT 817, 818, 819, 820 WASHINGTON STREET FOR ACQUISITION BY THE MONROE COUNTY LAND AUTHORITY FOR WORKFORCE HOUSING; PROVIDING REQUIREMENTS; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS it is the desire of the City Commission of the City of Key West, Florida to provide additional workforce housing within the City. NOW THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF KEY WEST, FLORIDA, AS FOLLOWS: Section 1: The Ci ty Commission hereby nominates the property located at 817, 818, 819, 820 Washington Street (hereinafter "subj ect property" ) for inclusion on the Land Authori ty Acquisi tion List as a potential affordable housing site to be acquired by the Monroe County Land Authority. Section 2: In the event the Land Authori ty lS able to acquire the subject property, the City Commission hereby requests that the Land Authority subsequently convey the subject property to the Housing Authority of the City of Key West to operate as workforce housing rental units. Section 3: That this Resolution shall go into effect immediately upon its passage and adoption and authentication by 1 the signature of the presiding officer and the Clerk of the Commission. Passed and adopted by the City Commission at a meeting held this 4th day of August I 2009. Authenticated by the presiding officer and Clerk of the Commission on August 5 I 2009. Filed with the Clerk I 2009. 2 Housing Authority of the City of Key West, Florida 1400 Kennedy Drive, Key West, FL 33040 Phone: (305) 296-5621 Fax: (305) 296-0932 Board of Commissioners Frank Toppino Bob Dean Juanita Mingo John G. Parks, Jr. Roosevelt Sands, Jr. Executive Director J, Manuel Castillo, Sr. PROPOSED ACQUISITION Property Name: Washington Street Apartments Property Address: 817 & 819 Washington St. 818 & 820 Washington St. Property Owner: Pfund Family Trust Demographics: Four - 2 Story Buildings 16- 2 Bedroom / 1 Bath Units, Laundry facility and 3 mini-storage units Current Rents: $1 ,500 to $1,600 per month Brief Summary: Propose the above property to the City Commission for authorization to request the Monroe County Comprehensive Land Authority to consider for acquisition to be used for workforce housing. Property would be owned and managed by the Housing Authority. Aerial Photograph of Subject Property 817,818,819, and 820 Washington Street Key West PHOTOGRAPHS OF THE SUBJECT PROPERTY I..... _ Front elevation of 817 Washington Street. ---- . "1". ~...:.. ':1.. "!'".. . .'.....r....~ . ..:. ,. /'~-~-~: '?~~~~..._~;:"~~:'~;'" <.- ... Rear and side elevation of 817 Washington Street. 55 ~ .... ~ SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY Additional side view of 817 Washington Street. Front elevation of8l9 Washington Street. 56 SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY Side elevation of819 Washington Street. Courtyard between 817 and 819 Washington Streets, 57 SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY Ancillary (storage) building behind 817 Washington Street. Ancillary (laundry) building behind 819 Washington Street. 58 SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY . ----- - . ~-----------.:.~ ----- ------. ~ __________ j Ii ~ ..,~ ~ I. _. ....,..... I .--.........--. ~ Laundry room in ancillary building behind 819 Washington Street. Front elevation of 820 Washington Street 59 SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY ....... - "'I- I.! Rear and side elevation of 820 Washington Street. Front elevation of818 Washington Street. 60 SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY _~!f~~,-',,,,:,, View of courtyard between 818 and 820 Washington Street. Typical living area and kitchen, 61 SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY . , - ~^ "-:-:; - ~~' \... .~ ~. 00 Typical bedroom, II' - Typical bathroom, 62 I ~ >~ SLACK JOHNSTON MAGENHEIMER PHOTOGRAPHS OF THE SUBJECT PROPERTY j j , .., I", .- Typical living area and kitchen, 63 SLACK JOHNSTON MAGENHEIMER - - . _n _._.__ .. _ _ _. ___. __.___ .___ __.. ~.__ ------.-.- -~--_.__. :i I ! ,! II Boundary Survey Map of Lots 5 i G, Block I I . Tract I 7, Key West Investment Company's Plat, Island of Key West , ( ~: ~ "l,~ S 'Il ...., ~ i;: ; l_._ /..;,0, < ",~{.'~'J ~.,. ;r' .. ( " ,..... ~ ("'/:. ._...::._--~,!/~~:~- - .~ ~ i --.-.-.-.-.+. -.---. _._:':".::':~--.-.-.-._.-.-.-.. -.-f- .----. --.-.-. _.. ,i Washington St,,1 I i / ~ < <:)' :' :' .I ~::::. 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(~r !,JI.' .Plthi:,. \', ~ . tl"" 'J ~ 1(:.1 " f'(:'jli!': li(,."j.i,.' "'J()I",\11:1"'~'1' .';'I."I-:'\:I-.'l' t.o....: ~i;,!~' ,r ',{:J/,'(/; ,i .1 F." "',~i,'''''\,, r,( Nell{ 11\ A & ()'!"1.Y~\ .......P,.j.t U'!'_o. jl-I .,';:!,:. .;(; i ,'1.1 ~ 24 ,. " I' SLACK JOHNSTON MAGENHEIMER THE CITY OF KEY WEST 1'",1 [ )II'C" 1\,,\ 1.11 ill \\':,1.1 I .~~II.11 1.llIcJl.ilj'I"II<)-.;~II\i July 28, 2009 VIA U.S. ft,fai/ and Email Omar Garcia, Chairman, Key West Community Housing Committee 1204 1 ih Terrace Key West, Florida 33040 RE: 817,818,819,820 Washington Street Real Estate Numbers 00037860-000000, 00037470-000000, 00037870-000000, 00037460-000000 Pre-Application Letter Dear Mr. Garcia, The purpose of this letter is to respond to your request that the Planning Department issue a pre-application letter regarding properties located at 817, 818, 819, and 820 Washington Street. Recently, these properties were nominated by the Community Housing Committee for consideration by the City Commission for acquisition by the Monroe County Land Authority, The purpose of this review is to provide preliminary information regarding the properties. Currently, each property is licensed as having four non-transient residential units per site, According to City Licensing Records (Attachment A), these licenses have been maintained on the properties since 1976, Because City documentation substantiates that the units were established prior to the implementation of the building permit allocation system, it appears that the units are exempt from regulation under the system, The properties are located in the Historic Medium Density Residential (HMDR) zoning district. Pursuant to Section 122-597 of the Land Development Regulations, multiple-family residential dwellings are a pennitted use in this zoning district. It appears that the existing units are legally nonconforming to the density requirements cited in Section 122-600 of the Code, However, as long as the density is not increased, it is acceptable to maintain the existing number of units on the site, As part of the pre-application research, the Planning Department also reviewed available file history on these properties, It appears that in January of 1993, the Board of Adjustment denied an application for Special Exception to allow transient use of the 16 units (Attachment B). The Special Exception was denied due to the Board's finding that the proposed transient rentals would not be reasonably compatible with surrounding uses, In July of 2005. a letter was submitted to the Planning Department as notification of a Condominiwn Conversion for the properties located at 818 and 820 Washington Street (Attachment C), To date, the Planning Department is not aware of any other City approvals that the properties may have obtained, File documentation provided an unsealed copy of a boundary survey, dated June 30, 2004. completed for the properties located at 818 and 820 Washington Street. However, the available files do not provide a survey for the properties at 817 or 819 Washington Street. In summary, the proposal to provide affordable housing units on the properties may be adequate based on the existing land use and zoning classification, However. please note that this information is provided for the benefit of the Housing Committee on a preliminary basis and does not constitute a formal finding, The Land Authority is encouraged to obtain a Zoning Determination or Build-Back Letter from the Department prior to acquisition of the property if a more detailed assessment is needed, Please do not hesitate to contact me with any questions or conmlents, Sincerely, ~A1Jj1/~niuJ V=~l:;~nnier Planner Attachments: City Licensing Records (Attachment A) Special Exception Denial (Attachment B) Condominium Conversion (Attachment C) Xc: Amy Kimball Murley, AICP, Planning Director Sue Harrison, Senior Deputy City Clerk Carolyn Walker, Licensing Official GEO Files LAND AUTHORITY GOVERNING BOARD AGENDA ITEM SUMMARY Meeting Date: Mav 19. 2010 Division: Land Authoritv Bulk Item: Yes No l Contact 1 Phone #: Mark Rosch 1295-5180 Agenda Item Wording: Approval of a resolution concerning the transfer of funds, Item Background: The proposed resolution will transfer $1,636,000 from funds in the Land Authority budget currently appropriated for the purchase of property in Key West to funds appropriated for mortgage loans for property in Key West. This budget transfer is necessary prior to issuing mortgage loans to finance the Key West Housing Authority's purchase of 817-820 Washington Street for affordable housing, Advisory Committee Action: N/A Previous Governing Board Action: N/A Contract/Agreement Changes: N/A Staff Recommendation: Approval Total Cost: $_ Indirect Cost: $ Budgeted: Yes _ No Cost to Land Authority: $ Source of Funds: _ Approved By: Attorney ----X- County Land Steward _' Documentation: Included:....x.- To Follow: Not Required: Disposition: Agenda Item _ RESOLUTION NO, A RESOLUTION OF THE MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY CONCERNING THE TRANSFER OF FUNDS, WHEREAS, it is necessary for the Monroe County Comprehensive Plan Land Authority to make budgeted transfers in the Land Authority Budget for the Fiscal Year 2010; NOW, THEREFORE, BE IT RESOLVED BY THE MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY that there shall be transfers of amounts previously set up in the Land Authority Budget for the Fiscal Year 2010 as hereinafter set forth to and from the following accounts: From: For the Amount: To: Capital Outlay - Property in Key West ACSC $1,636,000,00 Grants and Aid (Mortgages) - Property in Key West ACSC BE IT RESOLVED BY SAID BOARD that the Executive Director is hereby authorized and directed to make the necessary changes of said items, as set forth above, PASSED AND ADOPTED by the Monroe County Comprehensive Plan Land Authority at a regular meeting held on this 19th day of May, 2010, (Seal) ATTEST: MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY Mark J, Rosch Executive Director Kim Wigington Chairman Approved for Legal Sufficiency Larry R. Erskine