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Item I2 LAND AUTHORITY GOVERNING BOARD AGENDA ITEM SUMMARY Meeting Date: April 20, 2005 Division: Land Authority Bulk Item: Yes No l Staff Contact Person: Mark Rosch Agenda Item Wording: Approval of a resolution authorizing the conveyance of Tract C, Porpoise Point Section 4 on Big Coppitt Key to Florida Keys Community Housing and Land Trust, Inc, for affordable housing. Item Background: The Land Authority purchased the subject property at the request of Habitat for Humanity of Key West and the Lower Florida Keys (HFH). In order to have more long-term control over affordable housing, certain members of HFH have formed a new land trust called Florida Keys Community Housing and Land Trust, Inc. HFH requests that the Land Authority convey the property to this newly formed land trust for development. The property is zoned Suburban Commercial (SC) and can be developed with up to 15 units of housing. The proposed deed restriction allows for the development of either ownership or rental housing and has been expanded to require a direct limit on the resale price, a right of first refusal in favor of the land trust, SHIP certification procedures, a nullification provision, and a notice provision. Advisory Committee Action: On March 23,2005 the Committee voted 5/0 to approve this resolution. Previous Governing Board Action: On September 21, 2004 the Board entered into a contract to purchase the property. On November 17, 2004 the Board authorized staff to close the transaction. Contract/Agreement Changes: None. Staff Recommendation: Approval. Total Cost: $50.00 recordino fee Budgeted: Yes -2L- No_. Cost to Land Authority: $50.00 Source of Funds: Land Authority (Tourist Impact Tax and State Park Surcharge) Approved By: Attorney County Land Steward Executive Director Approval: h1-\ ( Mark J. Rosch Documentation: Included: X To Follow: Not Required: Disposition: Agenda Item RESOLUTION NO. A RESOLUTION OF THE MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY AUTHORIZING THE CONVEYANCE OF TRACT C, PORPOISE POINT SECTION 4 ON BIG COPPITT KEY TO FLORIDA KEYS COMMUNITY HOUSING AND LAND TRUST, INC. FOR 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 and dispose of interests 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, the Land Authority has purchased Tract C, Porpoise Point Section 4 as an affordable housing site; and WHEREAS, certain members of Habitat for Humanity of Key West and Lower Florida Keys, Inc. (hereinafter "HFH") have formed a Florida non profit corporation known as Florida Keys Community Housing and Land Trust, Inc. in order to have better control of affordable housing over the long term; WHEREAS, on February 23, 2005, HFH representatives appeared before the Land Authority Advisory Committee and requested the Land Authority to convey title to the subject property to Florida Keys Community Housing and Land Trust, Inc, for development with affordable housing; and WHEREAS, the Land Authority Advisory Committee considered this resolution at a meeting held on March 23,2005 and voted 5/0 to recommend approval; 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 sign a deed conveying title to the subject property to Florida Keys Community Housing and Land Trust, Inc. Said deed shall restrict future use of the property to the requirements specified in 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 2005. (Seal) ATTEST: Mark J. Rosch Executive Director Approved for Legal Sufficiency Larry R. Erskine MONROE COUNTY COMPREHENSIVE PLAN LAND AUTHORITY David P. Rice Chairman Page 2 of 2 ATTACHMENT A AFFORDABILlTY COVENANTS 1. Affordability Period. These affordability requirements shall run with the property in favor of the Monroe County Comprehensive Plan Land Authority (hereinafter "MCLA") and shall not expire. 2. Income Limits, Use and Transfer Restrictions. Florida Keys Community Housing and Land Trust, Inc. (hereinafter "FKCHL T") shall make the property available as either ownership housing or rental housing in accordance with the conditions specified below. 2.1. Ownership Housino. FKCHL T shall retain title to the land under ownership housing and shall not subsequently transfer title to the land without prior written approval of MCLA. Ownership of the improvements, together with a leasehold interest in the land, may be conveyed by FKCHL T subject to the following conditions. 2.1.1. Use and Occupancy. The subject property shall be owner occupied and used as the homeowner's primary residence and such other uses incidental to residential use as may be permitted by local zoning and land use regulations. 2.1.2. Income Qualified Buyers. Ownership shall be restricted to very low income persons, low income persons, or moderate income persons as defined in S420.0004, Florida Statutes (hereinafter "Income Qualified Buyer"). 2.1.3. Affordability. Monthly mortgage payments shall be affordable as defined in S420.0004, Florida Statutes. 2,1.4. Resale Limits. The leasehold estate and the improvements located thereon may be transferred, subject to the provisions of Paragraph 2.1.2 above, provided the transfer price does not exceed 25.5 times the monthly median household income for a family of four residing in Monroe County, Florida at the time of the transfer. 2.1.5. Rioht of First Refusal. All deeds or instruments conveying title to the improvements shall expressly set forth a right of first refusal in favor of FKCHL T. 2.1.6. Special Provisions. (None) 2.2. Rental Housino. FKCHL T shall retain title to the land and improvements and shall not subsequently transfer title to same without the prior written approval of MCLA. 2.2.1. Use & Occupancy. The subject property shall be operated, managed and otherwise administered as permanently affordable rental housing and such other uses incidental to residential use as may be permitted by local zoning and land use regulations. 2.2.2. Income Qualified Tenants. Occupancy of rental housing units shall be restricted to very low income persons, low income persons, or moderate income persons as defined in S420.0004 (hereinafter "Income Qualified Tenant"). 2.2.3. Affordability. Monthly rents shall be affordable as defined in S420.0004, Florida Statutes. 2.2.4. Special Provisions. (None) 3. Profit. FKCHL T is a not-for-profit corporation. FKCHL T is prohibited from earning profit on the subject property. 4. Refinancino Limits. FKCHL T shall be prohibited from encumbering the land for any purpose without the prior written approval of MCLA, except for encumbrances for projects resulting in capital improvements to the property. 5. Affordability Monitorino. FKCHL T will be responsible for ensuring these affordability requirements are maintained. Prior to occupying the property, all buyers and tenants must be certified by the Monroe County Housing Authority as to compliance with Paragraphs 2.1.2, 2.1.3, 2.1.4, 2.2.2, and 2.2.3 above using the State Housing Initiatives Partnership (SHIP) requirements of 24 Code of Federal Regulations Part 5. FKCHL T shall be responsible for obtaining said certifications from the Monroe County Housing Authority and shall provide a copy thereof to MCLA. 6. Nullification. Any written instrument attempting or purporting to sell, convey, grant, transfer, exchange or assign any legal or equitable rights or interests to the property shall be deemed null and void where such instrument is, on its face or in effect, inconsistent with or contrary to these covenants. 7. Notice. All deeds or instruments conveying title to the property or improvements shall expressly set forth verbatim this and the foregoing covenants or, in lieu thereof, incorporate them by specific reference to this Warranty Deed, by Book and Page numbers where recorded in the Public Records of Monroe County. In addition, the grantee in any such conveyance shall execute and record with the documents of conveyance an affidavit certifying that FKCHL T has advised grantee as to the meaning of said covenants and certifying that grantee understands and accepts said covenants. Covenants Acknowledged and Accepted by Florida Keys Community Housing and Land Trust, Inc. By: Date: Jerry Coleman, Director Division of Corporations Page 1 of2 Florida Non Profit FLORIDA KEYS COMMUNITY HOUSING AND LAND TRUST, INC. PRINCIPAL ADDRESS 17 SHIPS WAY BIG PINE KEY FL 33043 MAILING ADDRESS 17 SHIPS WAY BIG PINE KEY FL 33043 Document Number N04000005523 FEI Number NONE Date Filed 06/02/2004 State FL Status ACTIVE Effective Date NONE Registered Agent Name & Address COLEMAN, JERRY 201 FRONT STREET SUITE 203 KEY WEST FL 33040-8347 Officer/Director Detail I Name & Address II Title I BELL, MARK D 2994 ])JANE ROAD BIG PINE KEY FL 33043 SMITH, JIM D 30332 KILLDEER LANE BIG PINE KEY FL 33043 COLEMAN, JERRY D 2120 SEIDENBERG A VENUE KEY WEST FL 33040 http://www.sunbiz.org/scripts/cordet.exe?a1 =DETFIL&n1 =N04000005523&n2=NAMFW... 3/31/2005 Division of Corporations Page 2 of2 II Annual Reports Report Year II Filed Date II Previous Filing [ Return to List] No Events No Name History Information [ Next Filing] Document Images Listed below are the images available for this filing. t IO(j[02/2004 .--12QI11(;l~ti(;NQI1:Pmfit II THIS IS NOT OFFICIAL RECORD; SEE DOCUMENTS IF QUESTION OR CONFLICT http://www .sunbiz.org/scripts/cordet.exe?al =DETFIL&n 1 = N04000005523&n2=NAMFW... 3/31/2005 I 11 10 11 "", 11 11 10 11 . 1. 11 1. 11 10 1. 11 . 13 <I T ...1 ([ . 1. T Z 1. 1<1 1 ([ U ...1 . ([ 11 1. . 11 I Z ([ U 11 1. 1 1. ...1 ~ 2 ([ 1. 11 Z ([ U 11 12 . IS '" 14 3 2 o o o 0 {\O Mile Marker 10.6 Island Big Coppitt Key Property Porpoise Point Subdivision