Item H05BOARD OF COUNTY COMMISSIONERS
County of Monroe A
Mayor George Neugent, District 2
The Florida. Keys w) Mayor Pro Tem David Rice, District 4
y �r Danny L. Kolhage, District I
Heather Carruthers, District 3
Sylvia J. Murphy, District 5
County Commission Meeting
December 14, 2016
Agenda Item Number: H.5
Agenda Item Summary #2416
BULK ITEM: Yes DEPARTMENT: Planning/Environmental Resources
TIME APPROXIMATE: STAFF CONTACT: Mayte Santamaria (305) 289-2500
n/a
AGENDA ITEM WORDING: Approval of an Interlocal Agreement (ILA) between Monroe
County and City of Marathon transferring 34 low income Affordable Housing ROGO Allocations
from Monroe County to the City of Marathon. This ILA is proposed by CB Schmitt Real Estate
Compacy, Inc., Callianasa Corp., Key Vaca LLC, Driftwood LLC, and Twenty -Third Street LLC,
requesting 34 affordable allocations in order to deed restrict 34 units which are currently market rate
units. This is not a low income housing tax credit (LIHTC) project.
ITEM BACKGROUND:
This is an Interlocal Agreement (ILA) request from the City of Marathon for 34 affordable housing
allocations in order to deed restrict 34 units which are currently market rate units. The ILA states the
request is for 34 low income allocations, including the occupants of units restricted with these
allocations must earn at least 70% of their income within Monroe County.
The proposed ILA has an expiration date of 1 year and if not utilized, the allocations revert back to
the County. This request does not include that the project is seeking low income housing tax credit
(LIHTC) funding.
The ILA request is for the following properties:
1. Key Vaca LLC
4 TOTAL UN ITS
4800Overseas Hwy Marathon i'i
4-1 Bedroorn/16ath apartments which are. 480 sit ft each
All Median income
2. Calllanasa Corporation
B TOTAL UNITS
489-63`4 ST U Marathon FI
8-2bedroom/loath apartments which are 824 sq ft each
All Median income
3. Driftwood LLC
4TOTAL UNITS
1087'5 Overseas Hwy Marathon, FI 33050
4 Efficiencies which are 36,0 sq ft, 294 sq ft, 216 sq ft 210 sq ft
All Love Income
4. CB Schmitt RE Co
2 TOTAL UNITS
1108 -15t Ave Gulf Marathon, FI
1-1Bedroom/lBath apartment which Is 672 sq ft
1-2 Bedroom/1 Bath apartment which is 736 sq ft
All Median Income
5, Twenty Third Street LLC
5 TOTAL UNITS
152-2V St O Marathon FI units 1-5
3-1 Bedroom/1Bath apartments-1 is 412.5 sq ft & 2 are 386 sq ft
2-Efficiencies- 1 is 344 sq ft and 1 is 362.5 sq ft
Ail Low income
. Twenty Third Street LLC
3 TOTAL U NITS
151-23"d ST O Marathon, FI
1-16edroom/1Bath apartment which is 400 sq ft
2-2 Bedroom/113ath apartments which are 651 sq ft & 631 sq ft
All Median Income
7 Twenty Third Street LLC
5 TOTAL U NITS
393-23H St O Marathon FI Units 1-5
2-113edroo /1Bath apartments which are 480scl ft each
3• Efficiencies which are 320 sq ft each
All Median Income
B. Twenty Third Street LLC
3 TOTAL UNITS
157,169 & 171-23rd St 0 Marathon, Fl 33050
3-1 Bedroom/13ath apartments of which 2 are 468 sq ft and 1 is
432 sq ft
All Median Income
TOTAL 34 snits with 17,860 sq ft =/- of living area
11-2 bedroorn/1 math
14-1 bedroom/1 bath
9-efficiencies;
September 2015, the BOCC approved two IL,As with the City of Marathon providing 82 affordable
allocations to the City for the development of new affordable housing (Project 1 — Anchorage
Homes was 32 low income and 4 very low income and Project 2 — Vaca Bay Seniors was 41 low
income and 5 very low income). These previous IL,As state that if the projects are not granted tax
credit funding for the FY 16-17 competitive cycle then the allocations revert back to the County.
Marathon staff has indicated that these projects have not received development approval for the
number of units requested. Additionally, Marathon staff has indicated that the City will process
items to rescind these ILAs on December 13, 2016.
The previOLls and. the new COLinty Comprehensive flan and. Code provide a mechanism to allow the
transfer of affordable hOLIsing allocations between government jUrisdictions within the Florida Keys
Area of Critical State Concern, The COLinty has not previOLISly approved. Il..,A.s granting affordable
hOLIsing allocations for existing Units to be deed restricted. and. allowing the market rate allocations to
be recaptUred. and. rCLItilized.,
l..Jntil the adoption of the new 2030 Comprehensive Plan and. until and it,hen the updated. 1...,and
Development Code becomes effective, the COLinty has not allowed the transfer of market rate Linits
(except thrOLIgh the mobile Koine incentive program), The new Comp flan and. Code will allow the
deed. restriction of existing market rate Linits and. provide the ability to transfer a market rate Linit.
Relevant Comprehensive Plan and Land Development Code provisions are provided below.
Policy 101.6.8
Monroe County shall maintain a Transfer of ROGO Exemption (TRE) program, that allows for the transfer
off -site of dwelling units, hotel rooms, campground/recreational vehicle spaces and/or mobile homes to
another site in the same ROGO subarea, provided that they are lawfully existing and can be accounted for in
the County's hurricane evacuation model. Dwelling units may be transferred as follows:... .
New Section 138-22(b)(4):
(4) Transfer of Lawfully Established Unit Types:
a. Transfer of a transient unit. A lawfully established hotel room, motel room, campground space,
or recreational vehicle space may be transferred off -site to another hotel, motel, campground
or recreational vehicle park.
b. Transfer of an affordable housing unit. A lawfully established permanent market rate or
affordable dwelling unit may be transferred to affordable housing. The receiver site shall be
developed with an affordable housing unit pursuant to Sections 101-1 and 139-1.
c. Transfer of a market rate unit. A lawfully established permanent market rate dwelling unit may
be transferred to a receiver site and developed as a market unit, provided that one of the
following is satisfied:
L A 99 year deed -restricted affordable housing unit, pursuant to Sections 101-1 and 139-1,
is retained or redeveloped on the sender site. If the existing dwelling unit is proposed
as the deed -restricted affordable housing unit, the unit shall pass a life safety
inspection conducted in a manner prescribed by the Monroe County Building
Department, comply with hurricane standards established by the Florida Building
Code, and habitability standards established under the Florida Landlord and Tenant
Act; or
2. The sender site is dedicated to Monroe County for the development of affordable housing
and an in -lieu fee per unit, based on the current maximum sales price for a one -
bedroom affordable unit as established under Section 139-1(a), is paid to the
affordable housing trust fund, or
3. A 99 year deed -restricted affordable housing unit, pursuant to Sections 101-1 and 139-1,
is developed on a Tier III property (single-family residential lots or parcels) and the
dwelling unit on the sender site is demolished and the sender site is restored.
Policy 101.3.10
Notwithstanding any other provision of the Plan, ROGO allocations utilized for affordable housing projects
may be pooled and transferred between ROGO subareas, excluding the Big Pine/No Name Keys ROGO
subarea, and between local government jurisdictions within the Florida Keys Area of Critical State Concern
(ACSC). Any such transfer between local government jurisdictions must be accomplished through an
interlocal agreement between the sending and receiving local governments.
Section 130-161(g):
Interlocal affordable rate of growth allocation agreements.
The board of county commissioners may authorize interlocal agreements between the county and the cities of
Marathon, and Key West, and Islamorada, Village of Islands for the purpose of sharing residential rate of
growth affordable housing allocations. The interlocal agreements may be based upon a specific project
proposal within one or more jurisdictions or may be for a specific allocation of units on an annual basis, from
the county to a municipality or from a municipality to the county. All allocations made available to a
jurisdiction must meet the applicable affordable housing requirements of the receiving jurisdiction's land
development regulations and affordable housing ordinances.
Florida Statutes, Section 163.01, et seq., Florida Interlocal Cooperation Act of 1969:
It is the purpose of this section to permit local government units to make the most efficient use of their powers
by enabling them to cooperate with other localities on a basis of mutual advantage and thereby to provide
services and facilities in a manner and pursuant to forms of governmental organization that will accord best
with geographic, economic, population, and other factors influencing the needs and development of local
communities.
As provided for the December 61' BOCC Special Meeting to discuss affordable housing
recommendations, the presentation is attached which includes the current affordable housing ROGO
balance and an outline of the affordable housing projects in the pipeline. Requests from the
government jurisdictions will need to be balanced with the affordable housing projects in pipeline
within unincorporated Monroe County and the BOCC will determine if additional sharing of
allocations is appropriate.
PREVIOUS RELEVANT BOCC ACTION:
September 16, 2015- BOCC approved an Interlocal Agreement between Monroe County and the
City of Marathon transferring 41 Low and 5 Very Low Affordable Housing ROGO Allocations from
Monroe County to the City of Marathon.
The Interlocal agreement approved the transfer of Affordable Housing ROGO Allocations to the
City of Marathon for a project known as Vaca Bay Senior Apartments (Beneficial Development
LLC), contingent on the project receiving all necessary approvals from the City of Marathon by
March 15, 2015, and receiving certificate of occupancy for the affordable units related to such
allocations prior to December 31, 2019. In the event the subject project fails to obtain federal or
state housing financial assistance in the FY15-16 or FY 16-17 competitive cycles and complete
the construction as evidenced by issuance of a certificate of occupancy for all 46 units by the
City of Marathon, the ROGO allocations revert to Monroe County.
September 16, 2015- BOCC approved an Interlocal Agreement between Monroe County and the
City of Marathon transferring 32 Low and 4 Very Low Affordable Housing ROGO Allocations from
Monroe County to the City of Marathon.
The Interlocal agreement approved the transfer of Affordable Housing ROGO Allocations to the
City of Marathon for a project known as Seagrass Village (Anchorage Homes LLC), contingent
on the project receiving all necessary approvals from the City of Marathon by March 15, 2015,
and receiving certificate of occupancy for the affordable units related to such allocations prior to
December 31, 2019. In the event the subject project fails to obtain federal or state housing
financial assistance in the FY15-16 or FY 16-17 competitive cycles and complete the
construction as evidenced by issuance of a certificate of occupancy for all 46 units by the City of
Marathon, the ROGO allocations revert to Monroe County.
CONTRACT/AGREEMENT CHANGES:
n/a
STAFF RECOMMENDATION: The BOCC has previously approved ILAs and discussed
providing a priority to projects providing new affordable housing units for the lower income groups
and which leverage state financial support (tax credits) so that the supply of affordable housing units
is increased within the income groups most at need. If the BOCC chooses to maintain this priority,
then this ILA is recommended as it deed -restricts units and creates additional affordable units.
However, given this project is not a LIHTC project, it doesn't leverage state funding and therefore is
not as high of a priority. Given the number of affordable allocations slated for projects in
unincorporated Monroe, this may not be the primary project to allocate. Since this project is deed -
restricting existing units and is not leveraging state funding, as compared to the other projects
seeking allocations, this project would be the lowest priority.
DOCUMENTATION:
ILA with Marathon for 34 AFH allocations —Schmitt
City -Schmitt Location Map
Monroe County ROGO balance and projected Affordable Housing projects
City of Marathon Affordable Projects_provided 11-29-16
County Attorney Memo on IL,As with Marathon transferring Affordable Housing ROGOs (12 5 16)
FINANCIAL IMPACT:
Effective Date:
Expiration Date:
Total Dollar Value of Contract:
Total Cost to County:
Current Year Portion:
Budgeted:
Source of Funds:
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing:
Grant:
County Match:
Insurance Required:
Additional Details:
REVIEWED BY:
If yes, amount:
Mayte Santamaria
Completed
Assistant County Administrator Christine
Hurley
11/29/2016 2:42 PM
Steve Williams
Completed
Jaclyn Carnago
Completed
Budget and Finance
Skipped
Maria Slavik
Skipped
Mayte Santamaria
Completed
Kathy Peters
Completed
Board of County Commissioners
Pending
11/29/2016 2:32 PM
Completed
11/29/2016 3 :5 8 PM
11/29/2016 4:10 PM
11/21/2016 4:58 PM
11/21/2016 4:58 PM
11/29/2016 4:24 PM
11/29/2016 4:52 PM
12/14/2016 9:00 AM
INTERLOCAL AGREEMENT BETWEEN
MONROE COUNTY AND THE CITY OF MARATHON
TRANSFERRING AFFORDABLE HOUSING RESIDENTIAL ALLOCATIONS
This Agreement ("Agreement") is made and entered into this day of 92016,
by and between Monroe County, a political subdivision of the State of Florida, whose address is 1100
Simonton Street, Key West, Florida 33040 ("County") and the City of Marathon, a municipal
corporation of the State of Florida, whose address is 9805 Overseas Highway, Marathon, Florida 33050
(the "City");
WITNESSETH:
WHEREAS, Monroe County and the City of Marathon recognize the value of regional
partnerships in smart growth; and
WHEREAS, Policy 101.2.15 of the Year 2010 Monroe County Comprehensive Plan allows
Rate of Growth Ordinance building permit allocations (ROGOs) for affordable housing projects to be
pooled and transferred between local government jurisdictions within the Florida Keys Area of Critical
State Concern, if accomplished through an interlocal agreement between the sending and receiving local
governments; and
WHEREAS, Chapter Five (5) of the City comprehensive Plan identifies goals, objectives and
policies to provide for development pursuant to intergovernmental coordination and interlocal
agreements; and
WHEREAS, Monroe County and the City of Marathon have previously entered into Interlocal
Agreements to transfer ROGOs; and
WHEREAS, Monroe County and the City of Marathon recognize the potential economic value
of such transferable affordable allocations; and
WHEREAS, this Agreement is entered into according to the authority of Florida Statutes,
Section 163.01, et. seq., Florida Interlocal Cooperation Act of 1969, which states:
"It is the purpose of this section to permit local government units to make the most
efficient use of their powers by enabling them to cooperate with other localities on a basis
of mutual advantage and thereby to provide services and facilities in a manner and
pursuant to forms of governmental organization that will accord best with geographic,
economic, population, and other factors influencing the needs and development of local
communities"; and
"EREAS, the comprehensive plans of Monroe County and the City of Marathon expressly
identify interlocal agreements as a means of resolving issues mutually affecting their respective
jurisdictions; and
WHEREAS, KEY VACA, LLC, a Florida limited liability company; CALLIANASA CORP., a
Florida corporation; DRIFTWOOD, LLC, a Florida limited liability company; CB SCHMITT REAL
ESTATE COMPANY, INC., a Florida corporation; and TWENTY-THIRD STREET, LLC, a Florida
limited liability company (collectively "Property Owners"), wish to deed restrict up to thirty-four (34)
units that currently are market rate units as affordable housing, and
WHEREAS, the owner and legal descriptions of the units are as follows:
KEY VACA, LLC — Parcel ID No. 00327140-000100; Alt. Key No. 8758961
4800 Overseas Highway, Apts. 1, 2, 3, 4
Marathon, FL 33050
Situated in the County of Monroe and State of Florida and known as being a part of Lot 4
of Thompson and Adams Subdivision of a part of Government Lot 1, Section 10,
Township 66 South, Range 32 East on Key Vaca as shown by plat recorded in Plat Book
2, Page 24, of Monroe County, Florida Public Records and more particularly described as
follows:
Commencing on the northerly right-of-way line of Old State Highway 4-A at the
southeasterly corner of Lot 4 of Thompson and Adams Subdivision as shown by plat
recorded in Plat Book 2, Page 24 of Monroe County, Florida Public Records, bear North
along the East line of said Lot 4, 230.29 feet to THE POINT OF BEGINNING of that
portion of Lot 4 herein intended to be described, from said Point of Beginning bear
northwesterly on the arc of a curve, deflecting to the left, 79.31 feet, said curve having a
radius of 50.49 feet, the chord of which bears North 45 degrees, 00 minutes, 00 seconds
West 71.40 feet to a point of inflection; thence continue northwesterly on the arc of a
curve, deflecting to the right, 40.03 feet, said curve having a radius of 25.49 feet the
chord of which bears North 45 degrees, 00 minutes, 00 seconds West 36.05 feet to a point
of tangency; thence bear North 342.55 feet; thence bear East 75.97 feet to a point on the
East line of said Lot 4; thence bear south along the East line of said Lot 4, 418.55 feet
back to the Point of Beginning, subject to Easements set forth in Grant of Easement of
even date herewith, executed by Grantee in favor of Grantor.
CALLIANASA CORP. — Parcel ID No. 00340030-000000; Alt. Key No. 1417645
489 63`d Street, Apts. 1-8
Marathon, FL 33050
Lots 8 and 9, Block C, SHERYL SUBDIVISION #2, according to the Plat thereof as
recorded in Plat Book 4, Page 43 of the Public Records of Monroe County, Florida,
together with improvements thereon.
19
DRIFTWOOD, LLC — Parcel ID No. 00326380-000000; Alt. Key No. 1400416
10875 Overseas Highway, Apts. 201, 202, 203, 204
Marathon, FL 33050
All that tract or parcel of land situate in Section 6, Township 66 South, Range 33 East,
being part of "KEY COLONY TRACT" as surveyed by John P. Goggin, P.E. & P.L.S.,
dated May 20, 1955 and filed August, 1955 at Plat Book 3, Page 108, bounded and
described as follows:
BEGINNING at a point in the North line of said Key Colony Tract, 4.72 feet Easterly as
measured along said North line, from the West line of said KEY COLONY TRACT;
thence, Northerly 77 degrees, 51 minutes East, along the North line of said KEY
COLONY TRACT, a distance of 182.80 feet to an iron rod; thence Southerly 11 degrees,
23 minutes, 07 seconds East, a distance of 71.96 feet to an iron rod; thence Southerly 4
degrees, 39 minutes 26 seconds West, a distance of 14.35 feet to an iron rod; thence
southerly 47 degrees, 35 minutes, 34 seconds West, a distance of 123.35 feet to an iron
rod; thence southerly 77 degrees, 12 minutes, 16 seconds West, a distance of 96.09 feet to
an iron rod; thence Southerly 64 degrees 43 minutes West, a distance of 61.36 feet to an
iron rod; thence Northerly 48 degrees, 38 minutes, 40 seconds West, a distance of 20.60
feet to an iron rod; thence Northerly 30 degrees, 48 minutes West, a distance of 19.25
feet to an iron rod; thence Northerly 6 degrees 25 minutes 47 seconds West a distance of
72.50 feet to an iron rod, back to the POINT OF BEGINNING.
C B SCHMITT REAL ESTATE COMPANY, INC. Parcel
ID No. 00334490-000200; Alt. Key No. 8902026 11085 1st
Ave., Gulf, East and West (two units)
Marathon, FL 33050
A portion of -
The Northerly 100 feet of Lot 1, Block 1, KEY COLONY SUBDIVISION #3, according
to the Plat thereof as recorded in Plat Book 4, Page 10, of the Public Records of Monroe
County, Florida.
I:1►1 PC,
The Southerly 33.85 feet of the Northerly 133.85 feet of Lot 1, and the Southerly 58.85
feet of the Northerly 133.85 feet of Lot 2, Block 1, KEY COLONY SUBDIVSION #3,
according to the Plat thereof as recorded in Plat Book 4, Page 10, of the Public Records
of Monroe County, Florida.
AND
The Northerly 75 feet of Lot 2, Block 1, KEY COLONY SUBDIVISION #3, according
to the Plat thereof as recorded in Plat Book 4, Page 10, of the Public Records of Monroe
County, Florida.
ERIC
The Northerly 75 feet of Lot 3, Block 1, KEY COLONY SUBDIVSION #3, according to
the Plat thereof as recorded in Plat Book 4, Pagel0, of the Public Records of Monroe
County, Florida.
AND
The Northerly 75 feet of Lot 4, Block 1, KEY COLONY SUBDIVISION #3, according
to the plat thereof as recorded in Plat Book 4, Page 10, of the Public Records of Monroe
County, Florida.
TWENTY THIRD STREET, LLC - Parcel ID No. 00320860-000000; Alt. Key No. 1395170
152 23`d Street, Ocean, Units 1 through 5
Marathon, FL 33050
Lot 3, Block 2, SOMBRERO SUBDIVISION NO. 1, according to the Plat thereof as
recorded in Plat Book 2, Page 31, of the Public Records of Monroe County, Florida.
TWENTY THIRD STREET, LLC - Parcel ID No. 00320840-000100; Alt. Key No. 1395153
150 23`d Street, Ocean, Units 1 through 3
Marathon, FL 33050
Situated on Key Vaca in the County of Monroe, State of Florida, and known as being a
part of Lot 1, Block 2, SOMBRERO SUBDIVISOIN NO. 1, within Government Lot No.
1, Section 9, Township 66 South, Range 32 East, as shown by Plat recorded in Plat Book
2, Page 31, of the Public Records of Monroe County, Florida, and bounded and described
as follows:
BEGINNING at the southwesterly corner of Lot 1, Block 2, of said SOMBRERO
SUBDIVISION NO. 1, bear North along the West line of said Lot 1 of Block 2, 40.91
feet; thence bear East 60.00 feet to a point on the Easterly line of said Lot 1; thence bear
South 40.91 feet along the said Easterly line of Lot 1 to the Southeasterly corner thereof,
thence bear West along the Southerly line of said Lot 1, 60.00 feet back to the POINT OF
BEGINNING.
TWENTY THIRD STREET, LLC - Parcel ID No. 00320730-000000; Alt. Key No. 1395030
393 23`d Street, Ocean, Units 1 through 5
Marathon, FL 33050
Lot 5, Block 1, SOMBRERO SUBDIVISION NO. 1, according to the Plat thereof as
recorded in Plat Book 2, Page 31, of the Public Records of Monroe County, Florida.
M
TWENTY THIRD STREET, LLC — Parcel ID No. 00320730-000000; Alt. Key No. 1395030
169, 171, & 167 23`d Street, Ocean
Marathon, FL 33050
Lot 2, Block 1, SOMBRERO SUBDIVISION NO. 1, according to the Plat thereof as
recorded in Plat Book 2, Page 31, of the Public Records of Monroe County, Florida.
WHEREAS, County hereby agrees to transfer to City thirty-four (34) affordable housing
allocations to allow Marathon to secure the above properties as deed restricted affordable housing.
public.
WHEREAS, the parties have determined that this Agreement is in the best interests of the
NOW, THEREFORE, the parties hereto agree as follows:
Section 1. TRANSFER: The parties agree to permit the transfer of up to thirty-four (34)
affordable housing ROGO allocations from Monroe County to the City of Marathon, and subject to the
conditions contained therein, including but not limited to:
a. The filing of a 99 year Affordable Housing Deed Restriction on all of the thirty-
four (34) affordable housing units pursuant to this Agreement and the applicable
requirements of the Code of Ordinances, City of Marathon, Florida and the applicable provisions of
the the Florida Building Code.
b. The affordable housing shall be solely in the categories of low income housing.
Renters of said units shall qualify as earning at least 70% of their income within Monroe County.
C. The transfer of the market rate rights from the properties to a receiver site(s) approved
by the City of Marathon under a separate agreement with the Property Owners.
Section 2. ASSIGNMENT: Monroe County has assigned its rights to the affordable
allocations to the City, and the thirty-four (34) affordable housing allocations are to be issued by the
City to be used specifically by KEY VACA, LLC, a Florida limited liability company, at the
development in Marathon known as 4800 Overseas Highway, Marathon, FL 33050; CALLIANASA
CORP., a Florida corporation, at the development in Marathon known as 489 63`d Street, Ocean,
Marathon, FL 33050; DRIFTWOOD, LLC, a Florida limited liability company, at the development in
Marathon known as 10875 Overseas Highway, Marathon, FL 33050; CB SCHMITT REAL ESTATE
COMPANY, INC., a Florida corporation, at the development in Marathon known as 11085 Overseas I"
Ave., Gulf, Marathon, FL 33050; and TWENTY-THIRD STREET, LLC, a Florida limited liability
company, at the development in Marathon known as 152 23`d Street, Ocean, Apts. 1-5, Marathon, FL
33050, 150 23`d Street, Ocean, Apts. 1-3, Marathon, FL 33050, 393 23`d Street, Ocean, Apts. 1-5,
Marathon, FL 33050, and 167, 169, and 171 23`d Street, Ocean, marathon, FL 33050.
Section 3. TERM: Subject to and upon the terms and conditions set forth herein, this
Agreement shall continue in force until fully performed by the parties and Property Owner. If Any of the
affordable allocations transferred to the City through this ILA are not transferred to the properties identified
herein they shall be returned to the County within and not to exceed one year from the date of the approval of
this ILA by Monroe County on December 14, 2016 5
Section 4. NOTIFICATION: The City of Marathon shall (1) notify Monroe County of any
assignment(s) and successor(s) in interest or title to KEY VACA, LLC, a Florida limited liability
company; CALLIANASA CORP., a Florida corporation; DRIFTWOOD, LLC, a Florida limited
liability company; CB SCHMITT REAL ESTATE COMPANY, INC., a Florida corporation; and
TWENTY-THIRD STREET, LLC, a Florida limited liability company; for the duration of the ROGO
allocations described in Section 1. ("Transfer") above, and (2) shall notify Monroe County of any
assignment(s) and successor(s) in interest or title to the ROGO allocations described in Section 1.
("Transfer") above at least thirty (30) days prior to the date of such transfer or succession by certified
U. S. Postal Service Certified mail to the Monroe County Planning & Environmental Resources Senior
Director.
All such notices under this Section ("Section 4.") shall be sent to the following addresses:
Monroe County County Administrator
1100 Simonton Street
Key West, FL 33040
Planning & Environmental Resources Department
Attn: Senior Director
2978 Overseas Highway
Marathon, FL 33050
Section 5. GOVERNING LAWS/VENUE: This Agreement shall be construed in
accordance with and governed by the laws of the State of Florida and the United States. Exclusive
venue for any dispute arising under this Agreement shall be in the Sixteenth Judicial Circuit in and for
Monroe County, Florida. In the event of any litigation, the prevailing party is entitled to a reasonable
attorney's fee and costs. This Agreement is not subject to arbitration.
Section 6. NONDISCRINIINATION: The parties agree that there will be no
discrimination against any person, and it is expressly understood that upon a determination by a court of
competent jurisdiction that discrimination has occurred, this Agreement automatically terminates
without any further action on the part of any party, effective the date of the court order. The parties
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
(P.L. 88-352) which prohibits discrimination on the basis of race, color or national origin; (2) Section
504 of the Rehabilitation Act of 1973, as amended (20 U.S.C. s. 1975, as amended (42 U.S.C. ss. 6101-
6107)), which prohibits discrimination on the basis of age; (4) The Drug Abuse Office and Treatment
Act of 1972 (P.L. 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; (5) The
Comprehensive Alcohol Abuse And Alcoholism Prevention, Treatment and Rehabilitation Act of 1970
(P.L. 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; (6)
The Public Health Service Act of 1912, ss. 523 and 527, (42 U.S.C. ss. 290 dd-3 and 290 ee03), as
amended, relating to confidentiality of alcohol and drug abuse patient records; (7) The Americans With
Disabilities Act of 1990 (42 U.S.C. s. 1201 Note), as may be amended from time to time, relating to
nondiscrimination on the basis of disability; (8) The Florida Civil Rights Act of 1992, (Chapter 760,
Florida Statutes, and Section 509.021, Florida Statutes), as may be amended from time to time, relating
to nondiscrimination; and (9) any other nondiscrimination provisions in any federal or state statues or
local ordinances which may apply to the parties to, or the subject matter of, this Agreement.
Section 7. CODE OF ETHICS: The parties agree that their officers and employees
recognize and will be required to comply with the standards of conduct relating to public officers and
employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation
or acceptance of gifts; doing business with one's agency; unauthorized compensation; misuse of public
position, conflicting employment or contractual relationship; and disclosure or use of certain
information.
Section S. NO SOLICITATION/PAYMENT: The parties warrant that, in respect to itself,
it has neither employed nor retained any company or person, other than a bona fide employee working
solely for it, to solicit or secure this Agreement and that it has not been paid or agreed to pay any person,
company, corporation, individuals, or firm, other than a bona fide employee working solely for it, any
fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or
making of this Agreement. For the breach of violation of this provision, each party agrees that the other
party shall have the right to terminate this Agreement without liability and, at its discretion, to offset
from monies owed, or otherwise recover the full amount of such fee, commission, percentage, gift, or
consideration.
Section 9. SUBORDINATION: This Agreement is subordinate to the laws and regulations
of the United States and the State of Florida, whether in effect on commencement of this Agreement or
adopted after that date.
Section 10. INCONSISTENCY: If any item, condition, or obligation of this Agreement is in
conflict with other items of this Agreement, the inconsistencies shall be construed so as to give meaning
to those terms which limited the County's responsibility and liability.
Section 11. PUBLIC ACCESS TO RECORDS: The parties shall allow and permit
members of the public reasonable access to, and inspection of, all documents, papers, letters, or other
materials subject to the provisions of Chapter 119, Florida Statutes, and made or received by the parties
in conjunction with this Agreement.
Section 12. NON -RELIANCE BY NON-PARTIES: Other than as stated herein, no person
or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt
to enforce any third -party claim or entitlement to or benefit of any service or program contemplated
hereunder, and the parties agree that neither the County nor the City or any agent, officer, or employee
of each shall have the authority to inform, counsel, or otherwise indicate that any particular individual or
group of individuals, entity or entities, have entitlements or benefits under this Agreement separate and
apart, inferior to, or superior to the community in general or for the purposes contemplated in this
Agreement.
Section 13. 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 a party in
his or her individual capacity, and no member, officer, agent or employee of a party shall be liable
7
personally on this Agreement or be subject to any personal liability or accountability by reason of the
execution of this Agreement.
Section 14. NOTICES: All notices and other communications hereunder must be in writing
and addressed as follows, or to any other address which either party may designate to the other party by
mail:
If to County: Roman Gastesi, Jr., County Administrator
Monroe County Historic Gato Building
1100 Simonton Street
Key West, Florida 33040
Planning & Environmental Resources Department
Attn: Senior Director
2798 Overseas Highway
Marathon, FL 33050
With a copy to: Robert B. Shillinger, Jr., Esquire
Monroe County Attorney's Office
P.O. Box 1026
Key West, Florida 33041-1026
If to City: Charles Lindsay
City Manager
City of Marathon
9805 Overseas Highway
Marathon, Florida 33050
George Garrett
Planning Director
City of Marathon
9805 Overseas Highway
Marathon, FL 33050
With a copy to: David Migut, Esquire
City Attorney
City of Marathon
9805 Overseas Highway
Marathon, FL 33050
Thomas D. Wright, Esq.
Law Offices of Thomas D. Wright, Chartered
9711 Overseas Highway
Marathon, FL 33050
Attorney for Property Owners
Michael Halpern, Esq.
Michael Halpern, P.A.
209 Duval St., 2 Fl D
Key West, FL 33040
Attorney for Property Owners
Any notice required by this Agreement to be given or made within a specified period of time, or
on or before a date certain, shall be deemed to have been duly given if sent by certified mail, return
receipt requested, postage and fees prepaid; hand delivered, or sent by overnight delivery service.
Section 15. ENTIRE AGREEMENT/MODIFICATION/AMENDMENT: This writing
contains the entire Agreement of the parties and supersedes any prior oral or written representations. No
representations were made or relied upon by either party, other than those that are expressly set forth
herein. No agent, employee, or other representative of either party is empowered to modify or amend
the terms of this Agreement, unless executed with the same formality as this document.
Section 16. MISCELLANEOUS: Each party represents and warrants to the other that the
execution, delivery, and performance of this Agreement has been duly authorized by all necessary
corporate or other organizational action, as required.
Section 17. COUNTERPARTS: This Agreement may be executed in several counterparts,
each of which shall be deemed an original, and such counterparts shall constitute one and the same
instrument.
Section 18 SEVERABILITY: The provisions of this ILA are declared to be severable, and if
any sentence, section, clause or phrase of this ILA shall, for any reason, be held to be invalid or
unconstitutional, such decision shall not affect the validity of the remaining sentences, sections, clauses or
phrases of the ILA, but they shall remain in effect it being the legislative intent that this ILA shall stand
notwithstanding the invalidity of any part.
above.
Section 19. EFFECTIVE DATE: This Agreement shall take effect on the date set forth
SIGNATURES ON FOLLOWING PAGES
Z
IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly
authorized representative.
(SEAL)
ATTEST: AMY HEAVILIN, CLERK
Deputy Clerk
ATTEST:
DIANE CLAVIER
City Clerk
(City Seal)
APPROVED AS TO FORM AND
LEGALITY FOR THE USE AND
RELIANCE OF THE CITY OF
MARATHON, FLORIDA ONLY:
David Migut
City Attorney
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
LI-A
Mayor/Chairperson
Date:
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
Assistant County Attorney
THE CITY OF MARATHON, FLORIDA
al
iR
Mayor Mark Senmartin Date
MONROE COUNTY ATTORNEY
AP R V AS T RM:.
STEVEN T. WILLIAMS
ASSISTANT COUNTY ATTORNEY
Date - /
We hereby consent to this Agreement and agree to abide by all terms and requirement herein.
KEY VACA, LLC,
a Florida limited liability company
DENISE H. HOLLAND
Manager
Date:
CALLIANASA CORP.,
a Florida corporation
IM
DENISE H. HOLLAND
President
Date:
DRIFTWOOD, LLC,
a Florida limited liability company
DENISE H. HOLLAND
Manager
Date:
C B SCHMITT REAL ESTATE COMPANY, INC.,
a Florida corporation
BRIAN C. SCHMITT
President
Date:
TWENTY THIRD STREET, LLC
a Florida limited liability company
DENISE H. HOLLAND
Manager
Date:
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CITY OF MARATHON, FLORIDA
9805 Overseas Highway, Marathon, Florida 33050
Phone: (305) 289-4111 Fax: (305) 743-3667
garrettg@ci.marathon.fl.us
30 November 2016
Ms. Mayte Santamaria
Senior Director of Planning and Environmental Resources
Monroe County I Planning & Environmental Resources Department
2798 Overseas Highway, Suite 400
Marathon, Florida 33050
Marathon, FL 33050
RE — Summary of ILA Requests.
Mayte:
This letter is intended to provide a summary and breakdown, in relatively simple terms, for the
five workforce housing projects, approved or currently under consideration for approval, within
the City of Marathon. They are:
APPLICANT
ROGO —
50%
ROGO —
80%
ROGO —
100%
ROGO —
120%
TOTAL
Schmitt et. al.
0
34
0
0
34
Crystal Cove
3
23
0
20
46
Casa de Palmas
(Keys Affordable
Phase III
3
52
0
0
55
Seaward
Redevelopment
8
8
33
4
City of Marathon
1 2
1 24
1 0
1 4
1 30
TOTAL
1 16
1 1411
33
1 28
1 210
These projects have been approved or are seeking approval for the development of workforce
housing. Through this document, and City and County actions, the City is seeking affordable
housing allocations through an Interlocal Agreement (ILA) between the City and the County.
The principal basis for the current and other requests for County affordable allocations is that the
City simply has a very limited stock. In total, through the Hurricane Evacuation MOU and
provisions of the City's LDRs, the City received sixty (60) affordable allocations for its BPAS
process (ROGO). In addition, the City also has had forty (40) affordable allocations from a
project that did not proceed, approved originally prior to the MOU. Thus the City had one
hundred (100) affordable allocations at the time of MOU development and approval. Since then,
the City has allocated all but thirty-three (33) affordable allocations. It is the City's desire to
retain the thirty-three (33) affordable allocations for pending and future individual or small ( 2 to
5) affordable projects.
CITY OF MARATHON, FLORIDA
9805 Overseas Highway, Marathon, Florida 33050
Phone: (305) 289-4111 Fax: (305) 743-3667
garrettg@ci.marathon.fl.us
In the order of the table above, the City offers the following in project summary:
Schmitt et. al.:
Pursuant to the City's Code and discussion with the County, the applicant has requested that the
City enter into an interlocal agreement (ILA) with the County to obtain thirty-four (34) low
income (80% of median) affordable allocations. The affordable allocations will be utilized to
deed restrict the same number of existing units within the City of Marathon while bringing the
units up to current building requirements to the greatest extent practicable, including provisions
of floodplain management. The City did not provide affordable housing allocations to the
project. An ILA was approved by the City in August of 2016 (Resolution 2016-67) requesting
thirty-four (34) affordable allocations. The terms of the ILA have been reviewed by both the
City and the County and define the responsibilities of both parties and the applicant. This project
will not attempt to qualify for Florida Housing Finance funds.
Crystal Cove:
Pursuant to the City's Code and discussion with the County, the applicant has requested that the
City enter into an ILA with the County to obtain forty-six (46) affordable allocations; three (3)
very -low (50% of median), (23) low income (80% of median), and twenty (20) moderate (120%
of median) affordable allocations. The project was approved by the City in September of 2016
(CU — 2016-71; DA — 2016-72) to include forty-six (46) affordable housing units and twenty-
eight (28) transient RV sites (sphatially separated) with amenities for either project component at
a location between 481' and 501Streets, Gulf in Marathon. The City did not provide affordable
housing allocations to the project. An ILA for the project was approved by the City in
November 2016. The terms of the ILA have been reviewed by the City. The County has been
provided copies of the document. The ILA defines the responsibilities of both parties and the
applicant. This project will be submitted for approval of Florida Housing Finance funds.
Casa de Palmas (Keys Affordable Development Phase III);
Pursuant to the City's Code and discussion with the County, the applicant has requested that the
City enter into an ILA with the County to obtain fifty-five (55) affordable allocations; three (3)
very -low (50% of median) and fifty-two (52) low (80% of median) affordable allocations. The
project is currently under review by the City and will be presented to the Planning Commission
on December 5, 2016 and to the City Council on December 13, 2016. The project applicants are
seeking approval for fifty-five (55) affordable housing units with amenities at a location between
471' and 48t' Streets, Gulf in Marathon. City staff has reviewed the project favorably and has
briefed both the Planning Commission and City Council about the project pending the upcoming
hearings. The City will not provide affordable housing allocations to the project. An ILA for the
project will be included in the project review at the City Council December 13, 2016. The terms
of the ILA have been reviewed by the City and the County has been provided copies of the
CITY OF MARATHON, FLORIDA
9805 Overseas Highway, Marathon, Florida 33050
Phone: (305) 289-4111 Fax: (305) 743-3667
garrettg@ci.marathon.fl.us
document. The ILA defines the responsibilities of both parties and the applicant. This project
will be submitted for approval of Florida Housing Finance funds.
Seaward Properties Redevelopment:
Pursuant to the City's Code and discussion with the County, the applicant has requested that the
City enter into an ILA with the County to obtain forty-five (45) affordable allocations; eight (8)
low (80% of median), thirty-three (33) median (100% of median), and four (4) moderate (120%
of median) affordable allocations. The project is currently under review by the City and will be
presented to the Planning Commission on December 5, 2016 and to the City Council on
December 13, 2016. The project applicants are seeking approval for forty-five (45) affordable
housing units and ten (10) market rate residential units with amenities for either project
component at a location between 861' and 881' Streets, Ocean in Marathon. The project
integrates with the same developer's project approvals for the Florida Keys Resort (a.k.a. -
Sombrero Country Club). At that site, the developer will be re -developing eight (8) workforce
housing units which it will deed restrict as very -low. (50% of median). City staff has reviewed
the project favorably and has briefed both the Planning Commission and City Council about the
project pending the upcoming hearings. The City will not provide affordable housing allocations
to the project. However, the applicant has eight (8) units of its own which, as noted, will be
reconstructed at the golf course. The ILA for the project will be included in the project review at
the City Council December 13, 2016. The terms of the ILA have been reviewed by the City.
The County has been provided copies of the document. The ILA defines the responsibilities of
both parties and the applicant. This project will not be submitted for approval of Florida
Housing Finance funds.
City of Marathon:
The City of Marathon will develop its property at 1041' Street as a workforce housing project.
The City is seeking thirty (30) affordable allocations, two (2) very -low (50% of median), twenty-
four (24) low, and four (moderate (120% of median to complete the project development. A
project representing forty (40) moderate affordable residential units was approved in 2008
(Resolution 2008-65) prior to the down -turn in the economy at which point it was placed on
hold. With a return in a favorable economy, the City will now move forward with the
development of thirty (30) units as noted above. At that juncture, the site plan for the project
will be modified downward to reflect the new number. An ILA has been provided to the County
in a form similar to those proposed for other projects.
The City of Marathon, as the County, is a strong advocate for the development of new workforce
housing projects and the redevelopment of older deteriorating units as workforce housing. The
City of Marathon provides an ideal location for the development of workforce housing projects
as it is centrally located providing housing to those working in Marathon and the lower or middle
Florida Keys. Further, impediments to development are minimal as most size appropriate
properties have been previously developed and require little or no environmental restrictions.
CITY OF MARATHON, FLORIDA
9805 Overseas Highway, Marathon, Florida 33050
Phone: (305) 289-4111 Fax: (305) 743-3667
garrettg@ci.marathon.fl.us
The City has worked through the development of three major projects recently and two hotel
projects which require inclusionary housing elements. Eighty-four (84) units at Seagrape
Apartment and have been occupied since the Spring of 2009. These are HUD limited units.
Keys Affordables Phase I & II are nearing completion. One building is complete and occupied.
One building just received a Certificate of Occupancy (C.O.) and renters are beginning to move
in at this time. The third building in the two projects will begin construction in the immediate
future. When complete, the project will provide seventy-one (71) units of affordable housing.
Keys Affordables Phases I & II has been the recipient of Florida Housing Finance funds for the
past two years. They are working on a third project within the City this year (Casa de Palmas —
a.k.a. — Keys Affordables Phase III). Tarpon Harbour also recently completed its project and
provides thirty-one (31) duplex units of moderate income housing. Thus the City has seen the
development of 217 new affordable residential units within the City as a result of these projects.
Amongst the five approved hotel projects in town, combined they will provide an additional
fifty-five (55) units of workforce housing. The Hyatt and Marriott are complete. The Knight's
Key, Hampton, and Holiday Inn Expansion projects are either under construction or approaching
the point of initiating construction. Quite a number of Habitat For Humanity Houses have been
approved and are either complete or in various stages of construction.
The City brings five (5) projects forward at this time as noted above. These projects are
approved or will be approved at the December 13, 2016 City Council meeting. These projects
will immediately (within the limits of construction time) provide an additional one hundred fifty
(155) to one hundred sixty-four (164) workforce housing units within the City. Note, that since
two of the five projects are competing for Florida Housing Finance funds. One or the other
project will likely win approval, but not both.
Finally, the City will likely rescind the approvals of two (2) ILAs approved approximately one
year ago for Vaca Bay Seniors and Anchor Homes. Vaca Bay Seniors, though moving forward
to the City Council for review in December, will have a unanimous recommendation of denial
from the City Planning Commission. Anchor Homes has not proceeded forward with project
development and the City will recommend that the ILA be rescinded for that project as well.
Action to rescind these approvals would occur at the December 13, 2016 City Council meeting
after discussion with the City Council and only if the City takes affirmative action on the
Planning Commission's recommendation concerning Vaca Bay Seniors.
Should you need additional information, do not hesitate to contact me. I am providing an
abbreviated version of the City's affordable housing project spreadsheet which only identifies the
two prior ILAs and the five ILAs that the City is seeking at this time.
Sincerely,
CITY OF MARATHON, FLORIDA
9805 Overseas Highway, Marathon, Florida 33050
Phone: (305) 289-4111 Fax: (305) 743-3667
garrettg@ci.marathon.fl.us
SG�aa—
George Garrett
Deputy City Manager / Planning Director
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Memorandum
To: Bob Shillinger
CC: Christine Hurley
From: Steve Williams
Date: 12/5/2016
Re: December 14, 2016 Agenda Items H5-H9: City of Marathon affordable housing ILAs
Agenda items H5-H9 concerning the transferal of various levels of affordable housing ROGOs are all
legally sufficient; in other words, these proposed Interlocal Agreements (ILAs) are, if accepted,
adequate to accomplish a transfer of affordable housing ROGOs from the County to the City.
However, I must bring to your attention that certain of these proposed ILAs' substantive provisions
differ significantly from the standard language typically employed in County -City ILAs of this kind.
While this significant departure from standard practice does raise concerns, such deviation does not
render these proposed ILAs contrary to law. The purpose of this Memorandum is to, therefore,
document these concerns pre-eimptively, in order to ensure that they receive adequate consideration
beforehand, and to eliminate the risk of having to address therm after -the -fact.
In addition to these deviations from past standard practice (addressed more fully below), a concern to
coimimon to these ILAs collectively is their general proposition that the County surrender its
affordable housing ROGO allocations to other entities in exchange for nothing in return. As the
County has only a finite number of ROGO allocations to award (currently 692), and as the anticipated
2023 ROGO allocation expiration date nears, the County's renunciation of its ROGO allocations to
other entities gratis may impair the County's ability to mitigate takings claims and hamstring the
County's ability to promote non-residential inclusionary housing development(s) pursuant to
provisions recently added to the Monroe County Code(s).
This being said, such considerations are, admittedly, of a policy variety, and the BOCC is empowered
to divest itself of affordable housing ROGO allocations in any manner it believes best serves the
County's interests.
Turning to the specific concerns earlier alluded to as departing from standard practice, these are as
follows:
• No Finite Tenm(s)/Infinite Tenm(s): Two of the ILAs (H-5 and H-8) contain terms of
limitless duration, and contain no reversionary clauses that would enable the County to
recapture its affordable ROGOs if not timely used. Such language could, in effect, enable
the City to keep even unused affordable ROGOs forever.
• No Severability Clauses: These clauses, which have been standard in our past ILAs with the
City, state that if a part of an ILA is held to be illegal or otherwise unenforceable, that the
remainder of the ILA shall remain legal and enforceable.
December 5, 2016
• No Requirement to Comply with the Florida Building Code: Standard language requiring
that development using the County's affordable housing ROGOs must meet the Florida
Building Code (FBC) is missing. Although compliance with the FBC is presumptively
required by statute and within the City's jurisdiction, it is unclear for what purpose this
standard provision has been omitted.
J
• Exhibits: The proposed ILA in Item H-5 doesn't contain site plans necessary to delineate
which existing residential dwelling units within the City are to be preserved as affordable
0
housing, or contain an unlabeled featuring federal Housing and Urban Development (HUD)
-
income limits which such exhibit's corresponding ILA neither incorporates nor explains
how it operates together with the ILA. Separately, this proposed ILA does not contain
�
language reflecting that such HUD income limits shall apply as they are amended by HUD,
from time to time.
T
Casa de Palma
LIHTC
(LOW INCOME HOUSING TAX CREDIT)
Affordable Housing Projects Developed in the
Keys by the Principles of Keys Affordable
Development
• 78 Units in Key West
• 66 Units in Key Largo
• 51 Units in Marathon
• 26 Units in Marathon (Under Construction)
• 16 Units in Big Pine Key (Under Construction)
55 Units in Marathon (Proposed)
Federal IRS Tax Credit Program
• Administered by Florida Housing
• Annual
• Competitive
• Partnership with Corporate America
• 70 to 80 % of Equity
• Enables Below Market, Affordable Rents
What do we build?
j 101111 r
All Concrete Construction Ceramic Tile Throughout Playground and Tiki Hut Picnic Pavilion
Hurricane Impact Glass and Metal Roof
All Wood Cabinets
Granite Countertops
Energy Star Appliances
Water Sense Plumbing Fixtures
Florida Green Building Certified - Re«ewed at "Platinum"
Computer Lab
Resident Literacy and Job Training Programs
3 ADA Compliant Handicap and 2 Sensory Impaired Units
Residents of our Recently Completed
73 Ocean Project
4 work at K Mart
4 work at Publix
2 work at McDonald's
Dollar Store
Home Depot
Windswept A/C
Keys Insurance
Johnson Insurance
5 at local hotels
GA Contractors
3 at local restaurants
KW Citizen
4 at Walgreens
Tarpon Creek
6 are self employed
2 at Keys Fisheries
Keys Painting
Iberia Bank
Slazar Construction
Visiting Nurses
JC Construction
2 Retired
The United Way
Not counting disabled and retired,
i00% work in Marathon
Quality Management - AGPM
• Over 9,500 Affordable units under management
• All of the Keys projects
• Background and Credit checks
• Applicant files are reviewed by three independent
groups for compliance with program.
• Pay Florida Housing for 15 years to inspect
What is the Need?
• 73 Ocean loo % occupied on Day 1
• Over 50o applicants for 25 unit -Building Two
• 62 pre -qualified families on waiting list —Next Phase
What's Different about this Tax Credit Application?
• Program typically provide too % of units at max 6o% rents.
• Response by State to requests from Monroe County for
higher Workforce Affordable support.
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• Allows for a majority of the units to be non tax credit
restricted, 8o / rents.
• Management Company expects same high demand at 8o%
tier with police ott cers teachers fireman etc. now able to
qfy•
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• 55% of units will be 8o % of Median rents, and 45 % at 6o %
or less.
Rents
• Percentage of Median Rent
• One Bedroom
• Two Bedroom
• Three Bedroom
Income Limits for 8o% Units
Couple Couple Couple + 2
+child children
$73,333 $82,467 $91,600