Item G4
LAND AUTHORITY GOVERNING BOARD
AGENDA ITEM SUMMARY
Meeting Date: June 16, 2004
Bulk Item: Yes No X
Department: Land Authority
Agenda Item Wording: Approval of a resolution authorizing the purchase and conveyance of the
Heron House for affordable housing in partnership with the US Fellowship of Florida.
Item Background: The Heron House, located at 1320 Coco Plum Drive in Marathon, is a 16-bed
assisted living facility that provides permanent affordable housing for persons with severe mental
illness. The facility is currently owned by Fellowship Foundation, Inc., a New York not-for-profit
corporation, and is leased and operated by the US Fellowship of Florida, a Florida non-profit
corporation. The City of Marathon has nominated the property for purchase by the Land Authority. The
proposed resolution authorizes the Land Authority to purchase the property, impose affordable housing
deed restrictions, and transfer title to the US Fellowship of Florida.
Advisory Committee Action: On May 26, 2004, the Advisory Committee voted 3/0 to approve this
item.
Previous Governing Board Action: On February 18, 2004 the Board approved adding this property
to the Acquisition List.
Contract/Agreement Changes: N/A
Staff Recommendation: Approval
Total Cost: $ 685,049.00
Budgeted: Yes X
No
Cost to Land Authority: $ 685,049.00
Source of Funds: Land Authority
(Tourist Impact Tax and State Park Surcharge)
Approved By: Attorney ~
Executive Director Approval:
County Land Steward N/A
^^1' ~k~
Documentation: Included: X
To Follow:
Not Required:
Disposition:
Agenda Item LA #4
Property
Coco Plum Beach (PB4-166)
Block 4, Lots 5, 6, 7
(Fellowship Foundation, Inc.)
Heron House
PURCHASE CONTRACTS
06/16/04
Purchase Envr. Audit, Survey
Price or Clean-up
$680,934,00 N/A
Title
Insurance
$3,605.00
Attorney
Fee
$500.00
Recording
Fee
$10.00
Acquisition
Total
$685,049.00
RESOLUTION NO.
A RESOLUTION OF THE MONROE COUNTY
COMPREHENSIVE PLAN LAND AUTHORITY AUTHORIZING
THE PURCHASE AND CONVEYANCE OF THE HERON HOUSE
IN PARTNERSHIP WITH US FELLOWSHIP OF FLORIDA, INC.
FOR THE PURPOSE OF PROVIDING AFFORDABLE HOUSING
WHEREAS, section 380.0666(3), Florida Statutes (FS) and section 9.3-2, 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 very low,
low, and moderate income persons as defined in section 420.0004, FS, where said acquisitions
are consistent with a comprehensive plan adopted pursuant to Chapter 380, FS; and
WHEREAS, United States Fellowship of Florida, Inc. (hereinafter USFF) is a Florida non-profit
corporation that provides permanent, supervised housing solutions for adults with mental illness
in Monroe County; and
WHEREAS, USFF leases and operates the Heron House (hereinafter "subject property"), a 16-
bed assisted living facility for chronically mentally ill adults at 1320 Coco Plum Drive in
Marathon; and
WHEREAS, all of the residents at Heron House have income levels that qualify for affordable
housing; and
WHEREAS, the City of Marathon adopted Resolution 2003-130 nominating the subject property
for purchase by the Land Authority; and
WHEREAS, at a meeting held on May 26, 2004 the Land Authority Advisory Committee voted
3/0 to recommend approval of purchasing the subject property, imposing affordable housing
deed restrictions, and transferring title to the USFF; and
WHEREAS, the Governing Board wishes to approve the Advisory Committee's
recommendation; NOW, THEREFORE,
BE IT RESOLVED BY THE MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY:
Section 1. The Chairman of the Land Authority Governing Board is hereby authorized to
execute the Land Authority's standard contract for the purchase of property as follows:
Property
Block 4, Lots 5-7, Coco Plum Beach subdivision (PB 4-166)
(Heron House)
Purchase Price
$680,934.00
Section 2. At closing, the Chairman of the Land Authority Governing Board is hereby authorized
to execute a deed conveying title to the subject property to United States Fellowship of Florida,
Inc. Said deed shall restrict future use of the property to affordable housing for persons of very
low, low, or moderate income as defined in section 420.0004, Florida Statutes and as further
restricted by Attachment A.
Page 1 of 2
PASSED AND ADOPTED by the Monroe County Comprehensive Plan Land Authority at a
regular meeting on this _ day of , 2004.
(Seal)
ATTEST:
MONROE COUNTY COMPREHENSIVE
PLAN LAND AUTHORITY
Mark J. Rosch
Executive Director
David P. Rice
Chairman
Approved for Legal Sufficiency
Larry R. Erskine
Page 2 of 2
ATTACHMENT A
AFFORDABILlTY COVENANTS
1. Term. These affordability covenants are perpetual, run with the land, and are binding on all
present and subsequent owners and mortgagees. Any modification or release of said
covenants shall not be binding unless evidenced in writing and signed by an authorized
representative of Grantor.
2. Property Use. Use of the property shall be restricted to affordable housing for persons of
very low, low, or moderate income as defined in section 4?0.0004, Florida Statutes.
3. Monitoring. Grantee is responsible for ensuring compliance with the affordability covenants
contained herein and expressly agrees to furnish, upon Grantor's request, written
certification thereof.
01/20/2084 01:14
30:,-28g- 4131
':::ITY CLERK CODE EHF
PAGE 02
Sponsored by: Mearns
CITY OF MARA mON, FLORIDA
RESOLUTION 2003-130
A RESOLUTION OF THE CITY COUNCI.L OF THE CITY OF
MARATHON, FLORIDA, SUPPORTING THE UNITED
FELLOWSHIP OF FLORIDA REQUEST TO THE MONROE
COUNTY LAND AUTHORITY FOR ASSISTANCE IN THE
PURCHASE OF THE BUILDING AND PROPERTY LOCATED AT
1320 COCO PLUM DRIVE
WHEREAS, the City of MarathCTlt Florida seeks to ensure affordable housing and
proper medical management for those suffering from chronic mental illness; and
\VHEREAS, this property is, and will continue to be. a fully licensed Assisted
Living Facility providing affordable housing for the disabled, mentally ill of Monroe
County; and
WHEREAS, affordable housing and proper daily care are beyond the means of
citizens suffering from mental illness; and
\\'HEREAS, affordable housing offered by the United States Fellowship of
Florida helps prevent homelessness and provides proper nutrition an.d a healthy living
environment.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF MARAmON, FLORIDA, that:
Section 1. Council supports the United Fellowship of Florida request to Monroe
County Land Authority for assistance in the purchase of the building and property located
at 1320 Coco Plum Drive.
Section 2. This resolution shall take effect immediately upon its adoption.
THE CITY OF MARATHON, FLORIDA
~~
. --"--.
Ran earns, Mayor
01/20/2004 01:14
385-28'3-4131
en'! CLERK CODE a~F
PAGE 03
AYES:
NOES:
ABSENT:
ABSTAIN:
Barrus, Pinkus, Repetto. Worthington, Mearns
None
None
None
(City Seal)
APPROVED AS TO FORM AND LEGALITY FOR TIlE USE
AND RELIANCE OF THE CITY OF MARATHON, FLORIDA ONLY:
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