The Palms SAIL Application St Apt Incentive Loan Universal Application - Aer L.y/_16-U/ > 1 ur,., 1 VL Lv
A6FC9218-C77D45C0-8097-164E616D9368
2008 Universal Application
Multifamily Mortgage Revenue Bonds (MMRB) Program
State Apartment Incentive Loan (SAIL) Program
HOME Investment Partnerships (HOME) Rental Program
Housing Credit (HC) Program
Part I. Applicant Certification
The Applicant must provide the properly completed and executed Applicant Certification and Acknowledgement form
behind a tab labeled"Exhibit V.
Part II. Applicant and Development Team
A.Applicant
1.Corporation program(s)applied for in this Application:
❑Tax-Exempt Multifamily Mortgage Revenue Bonds(MMRB)
❑Taxable Multifamily Mortgage Revenue Bonds
®State Apartment Incentive Loan(SAIL)
❑Housing Credits(HC)[Competitive 4%and/or 9%)
❑Housing Credits(HC)[non-competitive 4%with Tax-Exempt Bonds]
❑HOME Investment Partnerships(HOME)Rental
2.Applicant Information:
a.Name of Applicant: 3952 Mayport Road, LLC
Street Address: 2275 Atlantic Boulevard
City: Neptune Beach State: FI zip Code: 32266
Telephone: 904-241-1922 Facsimile: 904-241-1826
E-Mail Address: _
(optional) 'gtrotter@surfacetechnologiescorp.com
b.Federal Employer _._. __.. ..
Identification Number
If not yet obtained, provide a copy of the completed,submitted application for the Federal Employer
Identification Number behind a tab labeled"Exhibit 2".
c. Is Applicant a legally formed entity qualified to do business in the state of Florida as of the
Application Deadline?
J Yes 0 No
Provide required documentation behind a tab labeled"Exhibit 3".
d. If applying for HC: Is the Applicant a limited partnership or limited liability company?
Yes ()No
e. Is the Applicant a Public Housing Authority created by section 421.04,Florida Statutes?
Q Yes Q No
f. Is the Applicant applying as a Non-Profit organization?
0 Yes ' No
If"Yes",the Applicant must respond to questions(1)and(2)below.
If"No", skip Non-Profit status questions and proceed to question 3. below.
(1)Provide the following documentation for each Non-Profit entity:
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(b)IRS determination letter behind a tab labeled"Exhibit 5".
(2)Answer the following questions:
(a)Is the Applicant or one of its general partners incorporated as a Non-Profit entity pursuant
to Chapter 617, Florida Statutes, or similar state statute if incorporated outside Florida?
Yes No
If"No", is the Applicant or one of its general partners a wholly-owned subsidiary of a
Non-Profit entity formed pursuant to Chapter 617,Florida Statutes,or similar state statute if
incorporated outside Florida?
Yes No
(b)Is the Applicant or one of its general partners a 501(c)(3)or 501(c)(4)Non-Profit
entity or is the Applicant or one of its general partners a wholly-owned subsidiary of a
501(c)(3)or 501(c)(4)Non-Profit entity?
"Yes t^'No
(c)If"Yes"to either question at(a)and/or question(b)above,answer the following questions:
(i)Does the Non-Profit entity have an ownership interest,either directly or indirectly,
in the general partner or general partnership interest or in the managing member or
the managing member's interest in the Applicant?
j Yes 'No
If"Yes",state the percentage owned in the general partnership or managing member interest:
%
(ii)Percentage of Developer's fee that will go to the Non-Profit entity:
%
(iii)Provide the description/explanation of the role of the Non-Profit entity behind a tab
labeled"Exhibit 6".
(iv)Provide the names and addresses of the members of the governing board of the
Non-Profit entity behind a tab labeled"Exhibit 7".
(v)For each Non-Profit entity, provide the articles of incorporation demonstrating that one of the
purposes of the Non-Profit entity is to foster low-income housing behind a tab labeled"Exhibit 8".
(vi)Year Non-Profit entity was incorporated:
(yyyy)
(vii)Is the Non-Profit entity affiliated with or controlled by a for-profit entity within the
meaning of Section 42(h), Internal Revenue Code?
-Yes _)No
If"Yes",state name of the for-profit entity:
3. Provide the required information for the Applicant and for each Developer behind a tab labeled"Exhibit 9".
4.Contact Person for this Application:
First Name: Glen MI: Last Name: Trotter
Street Address: 2275 Atlantic boulevard
City: Neptune Beach State: FI Zip Code: 32266
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Telephone: 904-241-1922 Facsimile: 904-241-1826
E-Mail Address: gtrotter@surfacetechnologiescorp.com
(optional)
Relationship to Development Team Member
Applicant:
5. If applying for HOME: Is the Applicant applying under the Community Housing Development Organization
(CHDO)Set-Aside?
YesNo
If"Yes",state CHDO Name:
and provide the required information behind a tab labeled"Exhibit 10".
B. Development Team
1. Developer or principal of Developer:
a.Name of each Developer(include all co-Developers):
Chris Hionides
b. For each experienced Developer,provide an executed Developer or Principal of Developer
Certification form behind a tab labeled"Exhibit 11". For each co-Developer without the
required experience, provide the requested information behind a tab labeled"Exhibit 11".
c. Provide the Developer's or principal of Developer's Prior Experience Chart behind a tab labeled"Exhibit 11".
2. Management Agent or principal of Management Agent:
a.Provide the executed Management Agent or Principal of Management Agent Certification form
behind a tab labeled"Exhibit 12".
b.Provide the Management Agent's or principal of Management Agent's Prior Experience Chart
behind a tab labeled"Exhibit 12".
3.General Contractor or qualifying agent of General Contractor:
a.Provide the executed General Contractor or Qualifying Agent of General Contractor Certification form behind
a tab labeled"Exhibit 13".
b.Provide the General Contractors or qualifying agent's Prior Experience Chart behind a tab labeled"Exhibit 13".
4.Architect or Engineer.
Provide the executed Architect or Engineer Certification form behind a tab labeled"Exhibit 14".
5.Attorney:
a. MMRB,SAIL and HOME Applicants-provide the executed Attorney(MMRB,SAIL, or HOME)Certification
form behind a tab labeled"Exhibit 15".
b.HC Applicants-provide the executed Attorney(HC)Certification form behind a tab labeled"Exhibit 16".
6.Accountant:
Provide the executed Accountant Certification form behind a tab labeled"Exhibit 17".
7.Service Provider(Assisted Living Facility(ALF)Developments only):
a.Provide the executed Service Provider or Principal of Service Provider Certification form behind a tab
labeled"Exhibit 18".
b.Provide the Service Provider's or principal of Service Provider's Prior Experience Chart behind a tab
labeled"Exhibit 18".
8.Guarantor(s)Information(MMRB Applicants only):
Provide the Guarantor Information Chart behind a tab labeled"Exhibit 19".
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Part III. Proposed Development
A. General Development Information
1. Name of Development:
Palms Apartments
2.Location of Development Site:
a.Address of Development Site:
Street: 3952 Mayport Road
City: Atlantic Beach State: Fl zip code: 32233
b.Will the Development consist of Scattered Sites?
_>Yes *No
If"Yes",for each of the sites, provide the Address,total number of units,and a latitude and longitude
coordinate behind a tab labeled"Exhibit 20".
c. Does the location of the proposed Development qualify as an Urban In-Fill Development, as defined in
Rule Chapters 67-21 and 67-48,F.A.C.?
r-,
/.moi Yes ':1 No
If"Yes",to qualify as an Urban In-Fill Development for purposes of this Application, provide a properly
completed and executed Local Government Verification of Qualification as Urban In-Fill Development
form behind a tab labeled"Exhibit 21".
d.Is the proposed Development being revitalized utilizing HOPE VI funding?
0 Yes ` ?No
If"Yes",to qualify as a Hope VI Development for purposes of this Application, provide the required
documentation behind a tab labeled"Exhibit 21".
e.County:
Duval - Large(E)
All Applicants must answer"Yes"or"No"to question(1)below.All HOME Applicants must also answer
question(2)below.
(1)Is proposed Development located in the Florida Keys Area?
Yes " -No
(2)HOME Applications Only-
Will the proposed HOME Development be located in either Alachua County or Leon County?
.0 Yes j'No
If"Yes",complete either(a)or(b)below,as applicable:
(a)Alachua County Developments-Is the Development located within Alachua County,but outside
the boundaries of incorporated Gainesville?
Yes O No
If"Yes", provide the required letter from Alachua County behind a tab labeled"Exhibit 22".
(b)Leon County Developments-Is the Development located within Leon County but outside the
boundaries of incorporated Tallahassee?
1,_-)Yes J No
If"Yes", provide the required letter from Leon County behind a tab labeled"Exhibit 22".
f.Local Jurisdiction:
(1)Name of local jurisdiction where Development is located:
City of Atlantic Beach
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must be specified.V
(2)Chief elected official of jurisdiction:
First Name: Jim MI: Last Name: Hanson
Title: City Manager
Street
Address: 800 Seminole Road
City: Atlantic Beach State: Fl zip Code: 32233-5445
Telephone No.(including area code): 904-247-5800
g.Competitive HC and non-competitive HC Applicants must complete questions(1)through(4)below.
(1)Difficult Development Area(DDA)and Qualified Census Tract(QCT):
(a)Is the proposed Development located in a DDA,as defined in Section 42(d)(5)(c)(iii), IRC,as
amended?
0 Yes No
If"Yes",indicate which DDA:
(b)Is the proposed Development located in a QCT as defined in Section 42(d)(5)(c)(ii), IRC,as
amended?
Oyes No
If"Yes",indicate QCT Number
and provide a copy of a letter from the local planning office or census bureau which verifies that
the proposed Development is located in the referenced QCT behind a tab labeled"Exhibit 23".
(2)Is the Applicant applying for Housing Credits for eligible acquisition expenses?
0 Yes `J No
If"Yes",answer questions(a)through(g)below.
(a)is/are the building(s)acquired or to be acquired from a related party?
0 Yes (D,No
(b)Name of previous owner:
(c)Relationship to Applicant:
(d)Date Development originally placed in service:
(mm/dd/yyyy)
(e)Date and cost of last rehabilitation:
Date: Cost:
(mm/dd/yyyy) $.
(f)Describe acquisition facts and circumstances relative to Section 42(d), IRC("10-year rule"):
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(g)Is a waiver of the 10-year rule being sought by the Applicant?
Yes No
Explain why or why not:
(3)Will this Development receive historic Housing Credits?
YesNo
If"Yes",what amount of historic Housing Credits will the Development receive?
(4)Is the Applicant applying for Housing Credits for eligible Rehabilitation expenses?
J Yes (.)No
If'Yes",answer questions(a)and(b)below:
(a)Will the Rehabilitation cost as a percentage of the adjusted basis of each building be equal
to or greater than 10%?
0 Yes 4)No
(b)What is the estimated qualified basis in Rehabilitation expenses per set-aside unit within one
24-month period for the building(s)being Rehabilitated?
3.Development Category:
a.Select one category-
New Construction(where 50%or more of the units are new construction)
Acquisition and New Construction(acquisition plus 50%or more of the units are new construction)-
Available for HOME Applications Only
Rehabilitation/Substantial Rehabilitation(where less than 50%of the units are new construction)
0 Acquisition and Rehabilitation/Substantial Rehabilitation
(acquisition plus less than 50%of the units are new construction)
b. If applying for MMRB and/or SAIL-
(1)If applying for MMRB without SAIL,will each residential building consist of 2 or more dwelling units?
Oyes No
(2)If applying for SAIL(SAIL only,HC and SAIL or MMRB and SAIL),will each residential building consist
of 5 or more dwelling units?
Yes `J�No
4. Development Type:
—--------------.._.___ _....... __..._._ -----._. ..._._____
Garden Apartments
5. Number of buildings with dwelling units:
25
6.Total number of units:
�o0
7.Unit Mix:
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#of Bedrooms per Unit #of Baths per Unit #of Units per Bedroom Type
2 2 100
8. Previous Underwriting:
Is this Development currently being underwritten or has it been underwritten previously by any Credit
Underwriter under contract with Florida Housing Finance Corporation?
i t YesNo
If"Yes", identify the Credit Underwriter.
9. Development Status:
a. Has Rehabilitation/Substantial Rehabilitation or New Construction work commenced?
0 Yes No
(1)If"Yes"and Application is for New Construction,when were the building permits issued?
(mm/dd/yyyy)
(2)If"Yes"and Application is for Rehabilitation/Substantial Rehabilitation,were building permits required?
`._J Yes No _.......
If"Yes",when were the building permits issued? (mm/dd/yyyy)
If"No",when did the work commence? (mm/dd/yyyy)
b. Is the Development complete?
'`U Yes No
If"Yes",when were the certificates of occupancy issued?
(mm/dd/yyyy)
_....._. _.. .......
If certificates of occupancy were issued on more than one date, provide a listing of the issue-date for
each building behind a tab labeled"Exhibit 24".
c.Are any of the units occupied?
"_)Yes ,No
d. If the proposed Development is not yet complete,what is the anticipated placed-in-service date?
-_......,. .......... _......_.. -
01/01/2009 (mm/dd/yyyy)
10. Proximity(MMRB,SAIL and/or Competitive HC Applications Only):
a.For Applications involving a Public Housing Authority, provide the required information behind a tab labeled
"Exhibit 25"and proceed to Part III. B.below.
b.For all other Applications:
(1)Provide the properly completed and executed Surveyor Certification form behind a tab labeled"Exhibit 25".
(2)Indicate the services that the Applicant is seeking proximity tie-breaker points for:
®Grocery Store
Public School
®Medical Facility
®Pharmacy
®Public Bus Stop or Metro-Rail Stop
c. Proximity to closest Development Address or latitude and longitude coordinates identified on the FHFC Development
Proximity List(the List)(Maximum 3.75 Tie-Breaker Points):
(1)Indicate which of the following applies to this Application(Applicant may make only one selection even if more
than one applies to the proposed Development):
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(a)The proposed Development is located in a Large County AND the location of the proposed Development
qualified as an Urban In-Fill Development at Part III.A.2.c. of the Application.
_. (b)The proposed Development is located in a Medium-Large County AND the location of the proposed
Development qualified(i)as an Urban In-Fill Development at Part III.A.2.c.of the Application and(ii)is
classified as a DDA and/or QCT as outlined in Part III.A.2.g.(1)(a)and/or(b)of the Application.
(c)The Application qualified as a HOPE VI Development at Part III.A.2.d.of the Application.
(d)The Applicant selected and qualified for the Homeless Demographic Commitment at Part III.D. of the
Application.
(e)The Applicant selected and qualified for the Farmworker/Commercial Fishing Worker Demographic
Commitment at Part IIID.of the Application.
(f)The Applicant selected the Rehabilitation/Substantial Rehabilitation or Acquisition and Rehabilitation/Sub-
stantial Rehabilitation Development Category at Part III.A.3.AND the proposed Development involves the
Rehabilitation/Substantial Rehabilitation of an existing,occupied residential rental property currently in
operation as of the Application Deadline.
(g)None of the above applies to this Application.
(2)If(1)(g)above was selected, indicate which of the following applies to this Application:
(a)A Development identified on the List,serving the same demographic group,is located within 5 miles
of the proposed Development,the location of the proposed Development qualifies for Set-Aside
Location A, and the Applicant is applying for SAIL and MMRB, SAIL and HC,MMRB only or HC only.
(b)A Development identified on the List, consisting of 31 or more units,serving the same demographic
group,is located within 2.5 miles of the proposed Development,and(i)the location of the proposed
Development qualifies for Set-Aside Location A and the Applicant is applying for SAIL only,or(ii)the
location of the proposed Development does not qualify for Set-Aside Location A.
r
,J(c)A Development identified on the List, consisting of 30 or fewer units,serving the same demographic
group,is located within 1.25 miles of the proposed Development, and(i)the location of the proposed
Development qualifies for Set-Aside Location A and the Applicant is applying for SAIL only,or(ii)the
location of the proposed Development does not qualify for Set-Aside Location A.
(d)Both(b)and(c)apply.
J(e)Neither(a), (b),(c)nor(d)applies.
B. Construction Features and Amenities
1. Required for All Developments:
Does the Applicant commit to provide the following items, as applicable,for the proposed
Development?
*Yes No
a.All Units for All Developments:
-Air conditioning in all units(window units are not allowed;however,through-wall units are
permissible for rehabilitation);
-Window treatments for each window inside each unit;
-Termite prevention and pest control throughout the entire affordability period;
-Peephole on all exterior doors
-Exterior lighting in open and common areas.
b.All Units in All Developments Except SRO:
-Cable or satellite TV hook-up in all units;
-Full-size range,oven and refrigerator in all units;
-At least two full bathrooms in all 3 bedroom or larger new construction units;
-Bathtub with shower in at least one bathroom in at least 90%of the new construction
non-Elderly units.
c.All SRO Developments:
-Minimum unit size of 110 square feet;
-Each unit must contain at least one full size single bed,a lockable storage compartment or chest of
drawers and a vertical clothes closet measuring at least three feet wide;
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-tach unit must contain a sink;
-At least one set of bathroom facilities for every 16 units(each bathroom facility must contain a ratio of
at least one sink, one shower with curtain or door and one toilet with door for every 4 units);
-Community center or meeting room featuring a television with cable or satellite TV hook-up;
-Public transportation within.5 mile.
2.Optional Features and Amenities:
Except for HOME Applicants, if the proposed Development will consist of Scattered Sites(as stated by the Applicant
at Part III.A.2.b.),does the Applicant make a commitment to locate each selected feature and amenity that is not unit-
specific on each of the Scattered Sites,or no more than 1/16 mile from the Tie-Breaker Measurement Point, or a
combination of both?
i Yes � No
a. For New Construction Developments(Maximum available points for this category is 9 points):
❑30 Year expected life roofing on all buildings(2 points)
❑Gated community with'carded"entry or security guard,or if 2 or more stories,'carded"secure entry
to building(2 points)
D Ceramic tile bathroom floors in all units(2 points)
D Microwave oven in each unit(1 point)
D Marble window sills in all units(1 point)
D Steel exterior entry door frames for all units(1 point)
❑At least 1.5 bathrooms(one full bath and one with at least a toilet and sink)in all 2 bedroom new
construction units(2 points). Note: In order to be eligible to select this feature,the Development
must have at least one 2 bedroom unit.
❑Double compartment kitchen sink in all units(1 point)
❑Pantry in kitchen area in all units-must be no less than 20 cubic feet of storage space. Pantry cannot
be just an under-or over-the-counter cabinet.(2 points)
❑Dishwasher in all new construction units(1 point)
❑Garbage disposal in all new construction units(1 point)
b. For Rehabilitation/Substantial Rehabilitation Developments(Maximum available points for this category
is 9 points):
❑� New kitchen cabinets and counter top(s)in all units(3 points)
30 Year expected life roofing on all buildings(2 points)
Gated community with"carded"entry or security guard,or if 2 or more stories,"carded"secure entry
to building(2 points)
Ceramic tile bathroom floors in all units(2 points)
®Microwave oven inside each unit(1 point)
Marble window sills in all units(1 point)
®Dishwasher inside each unit(1 point)
Q Garbage disposals inside each unit(1 point)
®Steel exterior entry door frames for all units(1 point)
®Double compartment kitchen sink in all units(1 point)
R New bathroom cabinet(s),excluding medicine cabinet,in all units(1 point)
®New full-size range and oven in all units(1 point)
®New full-size refrigerator in all units(1 point)
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®New plumbing fixtures in kitchen and bathroom(s)in all units(1 point)
c. For All Developments Except SRO(Maximum available points for this category is 12 points):
❑Emergency call service in all units(3 points)
❑Exercise room with appropriate equipment(1 point)
®Community center or clubhouse(3 points)
®Swimming pool(2 points)
Playground/tot lot,accessible to children with disabilities(must be sized in proportion to
Development's size and expected resident population with age-appropriate equipment)(2 points)
®Car care area(for car cleaning/washing)(1 point)
®Two or more parking spaces per total number of units(1 point)
®Picnic area with hard cover permanent roof of a design compatible with the Development,open
on all sides,containing at least three permanent picnic tables with benches and an adjoining permanent
outdoor grill(1 point)
®Outside recreation facility(such as shuffleboard court,putting green,tennis court,full basketball
court,volleyball court,etc.)Facility must be identified here:(2 points)
basketball courts
❑Library consisting of a minimum of 100 books and 5 current magazine subscriptions(1 point)
❑Computer lab on-site with minimum one computer per 50 units,with basic word processing,spreadsheets
and assorted educational and entertainment software programs and at least one printer(1 point)
Each unit wired for high speed internet(1 point)
Applicant may select only one of the following two items:
`!Laundry hook-ups and space for full-size washer and dryer inside each unit(1 point)
Washer and dryer in a dedicated space with hook-ups within each unit, provided at no charge to the
resident during the term of any lease(3 points)
Applicant may select only one of the following two items:
(_J Laundry facilities with full-size washers and dryers available in at least one common area on site(1 point)
Laundry facilities with full-size washers and dryers available in at least one common area on every floor
if Development consists of more than one story(2 points)
Applicants that selected Single Family Rental or Duplexes/Quadraplexes at Part III.A.4. may select any of the
following:
❑Garage for each unit which consists of a permanent,fully enclosable structure designed to accommodate
one or more automobiles,either attached to the unit or detached but located on the same property,
provided at no charge to the resident(3 points)
D Carport for each unit which consists of a permanent covered and paved area, attached to the unit and
designed to accommodate one or more automobiles,provided at no charge to the resident(2 points)
❑Fenced back yard for each unit which consists of a portion of the property behind each unit that is
enclosed by a wood,privacy or chain link fence of a minimum height of 48".Direct access to the fenced
back yard for each unit must be afforded solely by a door from that unit and no other unit.(2 points)
d. For SRO Developments(Maximum available points for this category is 12 points):
❑Emergency call service in all units(3 points)
❑Exercise room with appropriate equipment(2 points)
❑Secure,enclosed bicycle storage(1 point)
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❑Cable or satellite TV hook-up in each unit(1 point)
❑Picnic area with hard cover permanent roof of a design compatible with the Development,open
on all sides,containing at least three permanent picnic tables with benches and an adjoining
permanent outdoor grill(1 point)
❑Outside recreation facility(such as shuffleboard court,putting green,tennis court,full basketball
court,volleyball court,etc.)Facility must be identified here: (2 points)
❑Library consisting of a minimum of 100 books and 5 current magazine subscriptions(1 point)
❑Computer lab on-site with minimum one computer per 50 units,with basic word processing,spreadsheets
and assorted educational and entertainment software programs and at least one printer(1 point)
Applicant may select only one of the following two items:
Laundry facilities with full-size washers and dryers available in at least one common area on site(1 point)
Laundry facilities with full-size washers and dryers available in at least one common area on every floor
if Development consists of more than one story(2 points)
e.Energy Conservation Features for all units in the Development(Maximum available points for this
category is 9 points):
(1)Heating-Applicant may select only one of the following three items:
-'Heat pump with a minimum HSPF of 8.2 instead of electric resistance(1 point)
a'Heat pump with a minimum HSPF of 8.5 instead of electric resistance(2 points)
Gas hydronic combo unit HVAC(2 points)
(2)Cooling-Applicant may select only one of the following three items:
J Air conditioning with a minimum SEER rating of 14(1 point)
t 'Air conditioning with a minimum SEER rating of 15(2 points)
0 Air conditioning with SEER rating of 16 or better(3 points)
(3)Water Heating-Applicant may select only one of the following three items:
Gas water heater with energy factor of.61 or better(1 point)
Electric water heater with energy factor of.93 or better(1 point)
l }Tankless gas water heater(2 points)
(4)Insulation-Wall insulation ratings are determined by the insulation material only, not the wail assembly
materials. For mixed-type construction,the Applicant may only select the insulation option for the
construction type that comprises 50 percent or more of the proposed Development.
(a)Frame built construction(Applicant may select only one of the following two items):
Wall insulation of a minimum of R-13(1 point)
Wall Insulation of R-15 or better(2 points)
(b)Masonry/concrete block construction(Applicant may select only one of the following two items):
+ �Wall insulation of a minimum of R-7(1 point)
(D Wall insulation of R-10 or better(2 points)
In addition,Applicant may select only one of the following two items:
('_)Attic insulation of R-30 or better(1 point)
ICO)Insulation of R-19 with radiant barrier on top floor only(1 point)
(5)Windows(excluding windows on doors and sidelights)-Applicant may select only one of the following
five items:
D Solar screens on all west and east facing windows(1 point)
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Double-pane glass on all windows(2 points)
All windows double-pane with minimum solar heat gain coefficient of<or equal to.50 and
minimum of.75 U Value(2 points)
All windows single-pane with minimum solar heat gain coefficient of.58 or better(2 points)
'All windows single-pane with shading coefficient of.67 or better(2 points)
(6)Energy Star Appliances:
®Energy Star certified refrigerator and dishwasher in each unit(1 point)
(7)Other:
❑Ceiling fans in all bedrooms and living area in each unit(2 points)
3. Green Building(5 points):
®The Applicant commits to provide at least 10 of the Green Building options listed at Part III.B.3.
of the Application Instructions
C.Ability to Proceed
1. Status of Site Plan Approval or Plat Approval:
a. Multifamily Developments must provide a properly completed and executed Local Government
Verification of Status of Site Plan Approval for Multifamily Developments form behind a tab labeled"Exhibit 26".
OR
b.Single-Family Rental Developments must provide a properly completed and executed Local Government
Verification of Status of Plat Approval for Single-Family Rental Developments form behind a tab labeled
"Exhibit 26".
2.Evidence of Site Control:
Applicant must demonstrate site control by providing the following documentation:
a.Provide a fully executed qualified contract for purchase and sale for the subject property behind a tab
labeled"Exhibit 27.
OR
b. Provide a recorded deed or recorded certificate of title behind a tab labeled"Exhibit 27".
OR
c. Provide a copy of the fully executed long-term lease behind a tab labeled"Exhibit 27".
3.Evidence of Infrastructure Availability:
a. Electricity-Provide a letter from the provider or a properly completed and executed Verification
of Availability of Infrastructure-Electricity form behind a tab labeled Exhibit 28".
b.Water-Provide a letter from the provider or a properly completed and executed Verification of
Availability of Infrastructure-Water form behind a tab labeled"Exhibit 29".
c. Sewer, Package Treatment or Septic Tank-Provide a letter from the provider or a properly completed
and executed Verification of Availability of Infrastructure-Sewer Capacity,Package Treatment,
or Septic Tank form behind a tab labeled"Exhibit 30".
d. Roads-Provide a letter from the appropriate Local Government or a properly completed and executed
Verification of Availability of Infrastructure-Roads form behind a tab labeled"Exhibit 31
4. Evidence of Appropriate Zoning:
a. New Construction Developments-Provide a properly completed and executed Local Government
Verification That Development is Consistent With Zoning And Land Use Regulations form behind a
tab labeled"Exhibit 32".
OR
b. Rehabilitation/Substantial Rehabilitation Developments-Provide a properly completed and executed Local
Government Verification That Development Is Consistent With Zoning And Land Use Regulations form or a
properly completed and executed Local Government Verification That Permits Are Not Required For This
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Development form behind a tab labeled"Exhibit 32".
5.Environmental Site Assessment(ESA):
a. Phase I ESA-Provide a properly completed and executed Verification of Environmental Safety-
Phase f Site Assessment form behind a tab labeled"Exhibit 33".
b. Phase II ESA-If applicable, provide a properly completed and executed Verification of
Environmental Safety-Phase II Site Assessment form behind a tab labeled"Exhibit 34".
D. Demographic Commitment
1. Elderly-
a.Will the proposed Development be an ALF?
l Yes `No
b.Provide evidence of a local need for low-income Elderly housing(non-ALF or ALF)behind a tab labeled
"Exhibit 35".
2. Farmworker or Commercial Fishing Worker-Provide evidence of a local need for Farmworker or
Commercial Fishing Worker housing behind a tab labeled"Exhibit 35".
J 3. Homeless-Provide a properly completed and executed Verification of Inclusion in Local Homeless Continuum
of Care Plan by Lead Agency form behind a tab labeled"Exhibit 35". If no Local Homeless Assistance Continuum
of Care Plan exists,evidence of a local need for Homeless housing must be provided behind a tab labeled
"Exhibit 35".
' 14. Family-Development will serve the general population.
E. Set-Aside Commitments
1. MMRB,SAIL and HC Applications:
a. Minimum Set-Aside:
Select one of the following:
20%of units at 50%Area Median Income(AMI)or lower
OR
40%of units at 60%AMI or lower
OR
C,)HC Applicants Only-Deep rent skewing option as defined in Section 42, IRC,as amended
OR
O SAIL Applicants Only-100%of units below 120%AMI
b.Set-Aside Commitment:
(1)Is the location of the proposed Development within Set-Aside Location A?
r Yes O No
(2)All Applicants must enter all set-aside commitments(required set-asides and additional set-asides)on
the total set-aside breakdown chart at either section(a),(b),(c),(d),or(e)below.The Applicant should
complete each column of the chart in the section that is applicable to the program(s)it is applying for.
(a)if only applying for Competitive HC or non-competitive HC with Local Government-issued
Tax-Exempt Bonds:
Percentage of Residential Units
Commitment for
Competitive HC or non- AMI Level
competitive HC
At or Below 25%
% At or Below 28%
;% At or Below 30%
% At or Below 33%
% At or Below 35%
At or Below 40%
°(,
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ra ui oeww Du_/0
% At or Below 60%
Total Set-Aside %
Percentage:
(b)If only applying for SAIL:
Percentage of Residential Units
Commitment for SAIL AMI Level
% At or Below 25%
% At or Below 28%
% At or Below 30%
% At or Below 33%
At or Below 35%
% At or Below 40%
% At or Below 50%
At or Below 60%
% Below 120%
Total Set-Aside %
Percentage:
(c)If applying for MMRB,SAIL and non-competitive HC Only:
Percentage of Residential Units
Commitment for Commitment for Commitment for non- AMI Level
MMRB SAIL competitive HC
30 30 % % At or Below 25%
% At or Below 28%
I%
At or Below 30%
% % At or Below 33%
% % At or Below 35%
% % At or Below 40%
20 % 20 % °h At or Below 50%
% % % At or Below 60%
Total Set- % Below 120%
Aside % % _ %
Percentage:
(d)If applying for MMRB and non-competitive HC Only:
Percentage of Residential Units
Commitment for Commitment for non- AMI Level
MMRB competitive HC
% % At or Below 25%
At or Below 28%
At or Below 30%
% % At or Below 33%
1% % At or Below 35%
% °k At or Below 40%
% % At or Below 50%
% % At or Below 60%
Total Set-Aside
Percentage:
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(e)If applying for Competitive HC and SAIL Only:
Percentage of Residential Units
Commitment for Commitment for AMI Level
SAIL Competitive HC
% % At or Below 25%
% At or Below 28%
% % At or Below 30%
% At or Below 33%
% At or Below 35%
% At or Below 40%
% At or Below 50%
% % At or Below 60%
% Below 120%
Total Set-Aside % .%
Percentage:
2.HOME Applications:
a. Minimum Number of HOME-Assisted Units Required by HUD:
(1)HOME loan Requested: $
(2)Total Development Cost: $
(3)%of Total Development Cost provided by HOME Loan %
(Divide a.(1)by a.(2)and round up to the next whole percentage number)
(4)Total number of units in Development:
(5)Minimum number of HOME-Assisted Units required:
(Multiply a.(4)by a.(3), round up to the next whole number)
(6)Minimum number of HOME-Assisted Units as a percentage °
(Divide a.(5)by a.(4)and round percentage to two decimal places)
b.Commitment to Set Aside Units Beyond the Minimum:
Does the Applicant commit to set aside additional HOME-Assisted Units beyond the minimum required by HUD?
0 Yes 0 No
If"Yes",answer the following questions:
(1)How many?
(2)Percentage of ADDITIONAL HOME-Assisted Units:
(Divide number shown in b.(1)by a.(4)and round percentage to two decimal places)
(3)Is the minimum number of HOME-Assisted Units required, as shown at a.(5), plus the additional HOME-
Assisted Units,as shown at b.(1),either equal to or less than the total number of units in the
Development?
Q Yes No
c.Total Set-Aside Percentage: %
(add a.(6)and b.(2)and round percentage to two decimal places)`— -
d.Summary of HOME-Assisted Units:
(1)Low HOME Rent Units
(2)High HOME Rent Units
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(3)Total HOME-Assisted Units
3.Affordability Period for MMRB,SAIL, HOME and HC Applications:
Applicant irrevocably commits to set aside units in the proposed Development for a total of
years.
F. Resident Programs
1.Qualified Resident Programs for Non-Elderly and Non-Homeless Developments
(Maximum 6 Points):
❑a.Welfare to Work or Self-Sufficiency Type Programs(1 point)
Identify the program and the contact person:
Name of welfare to work or self-sufficiency type program:
Name of Contact Person: Telephone Number:
Street Address:
City: State: Zip Code:
❑b. Homeownership Opportunity Program:
( (1)Financial Assistance with Purchase of a Home(2 points)
OR(for HC Single Family Rental Developments Only)
(2)Financial Assistance with Purchase of a Unit in the Development(1 point)
❑ c.After School Program for Children(3 points)
❑ d. First Time Homebuyer Seminars(1 point)
❑ e.Literacy Training(2 points)
El f.Job Training(2 points)
2.Qualified Resident Programs for Homeless Developments-SRO and Non-SRO
(Maximum 6 Points):
a.The following resident programs are available for SRO Developments only:
❑(1)Staffed kitchen/Cafeteria(3 points)
❑(2)Daily Activities(3 points)
b.The following resident programs are available for Non-SRO Developments only:
❑(1)Homeownership Opportunity Program:
(a)Financial Assistance with Purchase of a Home(2 points)
OR(for HC Single Family Rental Developments Only)
,,-)(b)Financial Assistance with Purchase of a Unit in the Development(1 point)
❑(2)After School Program for Children(3 points)
❑(3)First Time Homebuyer Seminars(1 point)
c.The following resident programs are available for both SRO and Non-SRO Developments:
❑(1)Welfare to Work or Self-Sufficiency Type Programs(1 point)
Identify the program and the contact person:
Name of welfare to work or self-sufficiency type program:
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Name of Contact Person: Telephone Number:
Street Address:
City: State: Zip Code:
❑(2)Literacy Training(2 points)
❑(3)Job Training(2 points)
3.Qualified Resident Programs for Elderly Developments(Maximum 6 Points):
a.The following resident programs are available for Elderly Non-ALF Developments only:
❑(1)Daily Activities(3 points)
❑(2)Assistance with Light Housekeeping, Grocery Shopping and/or Laundry(1 point)
❑(3)Resident Assurance Check-In Program(2 points)
❑(4)Manager On-Call 24 Hours Per Day(2 points)
b.The following resident programs are available for Elderly ALF Developments only:
7(1)Medication Administration(3 points)
❑(2)Services for Persons with Alzheimer's Disease and Other Related Disorders(3 points)
c.The following resident programs are available for both Elderly Non-ALF and Elderly ALF Developments:
❑(1)Private Transportation(3 points)
❑(2)Literacy Training(2 points)
❑(3)Computer Training(2 points)
4.Qualified Resident Programs for ALL Applicants(Maximum 8 Points):
❑a.Health and Wellness
(1)For all Developments Except Elderly ALF Developments:
❑(a)Health Care(2 points)
❑(b)Health and Nutrition Classes(2 points)
❑(c)Mentoring(2 points)
OR
(2)For Elderly ALF Developments only:
❑(a)Health and Wellness Services and Activities(2 points)
❑(b)Mentoring and Intergenerational(2 points)
❑b. Resident Activities(2 points)
❑c. Financial Counseling(2 points)
d. English as a Second Language(2 points)
❑e. Resident Assistance Referral Program(2 points)
❑f.Swimming Lessons(2 points)
❑g. Life Safety Training(2 points)
G. HOME Uniform Relocation Act(HOME Applicants Only)
1. Does any portion of the Development involve rehabilitation work?
(D Yes-Complete both questions 2 and 3
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-'NO-Complete question 3 only
2.Tenant Relocation Information for Existing Properties:
a.Are there any units occupied?
-'Yes-Complete items b.-f.
No-Skip items c.-f.
b. How many total units now exist in the development?
c. How many units are occupied?
d. Based on the income information of each tenant, is permanent relocation(displacement)anticipated
during or after the rehabilitation period?
Yes-Number of units affected:
)No
e.During rehabilitation,will temporary relocation of any tenants be required?
J Yes-How many tenants will require temporary relocation?
_,)No
f. Provide one copy of the required information in a separate notebook entitled"Relocation Documentation."
3. Uniform Relocation Act(URA)Acquisition Information(New Construction and Rehabilitation Developments):
a. Does the Applicant own the Development site as documented in the Site Control section of this Application?
0 Yes-Provide a narrative regarding the acquisition behind a tab labeled"Exhibit 35'and
skip items b.through d. below
>No-Answer Item b.below
b. Is Applicant a private company?
Yes-Provide a copy of the notice provided to the seller behind a tab labeled"Exhibit 37"and
skip items c. and d. below
1 No-Answer Item c. below
c. Is Applicant a public(government)Applicant?
0 Yes-Answer item d. below
1 No-Skip item d. below
d.Does the Applicant have eminent domain power?
.�Yes-Provide a copy of the required notice behind a tab labeled"Exhibit 38"
10 No-Provide the required information behind a tab labeled"Exhibit 38"
H. HOME Certification of Consistency With the Consolidated Plan
(HOME Applicants Only)
Provide documentation evidencing certification of consistency with Consolidated Plan behind a tab
labeled"Exhibit 39".
I. HOME -Other Federal Requirements(HOME Applicants Only)
1.Federal Labor Requirements:
Does the Development consist of 12 or more HOME-Assisted Units to be constructed under a single contract?
)Yes No
2. Debarment and Suspension:
Provide the executed Contractor Certification behind a tab labeled"Exhibit 40".
3,Lead Based Paint:
a.Did the Applicant answer"Yes"to question G.1.in this Application?
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Yes-answer item b. below
No-skip items b.and c. below
b.Was the Development to be rehabilitated built before 1978?
Yes-answer item c. below
No-skip item c. below
c. Is the Applicant purchasing the property?
_)Yes-Provide a copy of the executed Disclosure of Information on Lead Based Paint and Lead Based
Paint Hazards form behind a tab labeled"Exhibit 41".
j No
4. Match:
List the amount of each source of Match and provide the required documentation behind a tab labeled"Exhibit 42".
a.Source(s) $
b.Total Match Amount: $
Part IV. Local Government Support
A. Contributions -MMR13, SAIL, HC and HOME Applications
1. If the proposed Development does not meet one or more of the criteria listed in the Application Instructions to be
eligible for an automatic 5 points, has a Local Government committed to provide a contribution to the proposed
Development?
i Yes : )No
If"Yes", provide the following:
(a)The applicable Local Government Verification of Contribution form(s):
(1)Local Government Verification of Contribution-Grant form behind a tab labeled"Exhibit 43';
(2)Local Government Verification of Contribution-Fee Waiver form behind a tab labeled"Exhibit 44";
(3)Local Government Verification of Contribution-Loan form behind a tab labeled"Exhibit 45";and/or
(4)Local Government Verification of Contribution-Fee Deferral form behind a tab labeled"Exhibit 46".
(b)The payment stream for all present value calculations(if contribution consists of a loan or deferred fee)and the
calculations by which the total amount of each waiver is determined(if contribution consists of a fee waiver)
must be provided behind the applicable exhibit tab.
2.For each Local Government contribution the Development will receive:
a. Enter the type of contribution(grant,loan,fee waiver or fee deferral)and the value(net present value for
loans and fee deferrals)of each contribution:
Type Value
$ i
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b.Enter the total Local Government contribution(s): $
B. Incentives
❑1. If the Local Government provides an expedited permitting process for affordable housing, provide
the Local Government Verification of Affordable Housing Incentives-Expedited Permitting Process for
Affordable Housing form behind a tab labeled"Exhibit 47".
2. If the Local Government has an on-going and current process for providing contributions to affordable housing
properties or developments, provide the Local Government Verification of Affordable Housing Incentives-
Contributions to Affordable Housing Properties or Developments form behind a tab labeled"Exhibit 48".
❑3. If the Local Government currently makes available to affordable housing properties or develoments the
modification of fee requirements, Including reduction or waiver of fees and alternative methods of fee payment,
provide the Local Government Verification of Affordable Housing Incentives-Modification of Fee Requirements
for Affordable Housing Properties or Developments form behind a tab labeled"Exhibit 49".
214. If the Local Government currently has a process,established by ordinance,resolution, plan or policy,that
requires consideration of the impact of proposed policies,ordinances,regulations, or plan provisions on the cost
of affordable housing prior to adoption of such policies,ordinances, regulations,or plan provisions, provide
the Local Government Verification of Affordable Housing Incentives-Impact of Policies,Ordinances,
Regulations or Plan Provisions on Cost of Affordable Housing Properties or Developments form behind a tab
labeled"Exhibit 50".
PART V. Financing
A. Funding
1.Funding Request:
❑Tax-Exempt Multifamily Bonds $
❑Taxable Multifamily Bonds $
®SAIL $ 3555000
❑Competitive HC(annual amount) $
❑Non-competitive HC(annual amount) $
❑HOME $
a.SAIL Applicants
(1)An Applicant may request a SAIL loan in excess of 25 percent of Total Development Cost if it meets
at least one of the eligibility requirements listed at Part V.A.1.c.(2)(a)of the Application Instructions.
Is the Applicant applying for a loan in excess of 25 percent of the Total Development Cost based
on this provision in the Application Instructions?
Yes (j)No
If"Yes,"evidence of the Applicant's eligibility must be provided behind a tab labeled"Exhibit 51."
(2)An Applicant may request a SAIL loan in an amount that does not exceed 35 percent of Total
Development Cost if it meets one of the eligibility requirements listed at Part V.A.1.c.(2)(b)of the
Application Instructions.The Applicant's eligibility to make this request will be verified by the
Corporation during the scoring process.
b. HOME Applicants-Total maximum HOME subsidy allowed: $
Provide a chart behind a tab labeled"Exhibit 52"showing the calculation of the total maximum HOME subsidy the
Applicant may request based on the Corporation limits.
2.Supplemental Loan Amount:
a. Minimum required number of ELI units and maximum number of units on which the Supplemental Loan
Amount will be computed:
(1)Total units in Development
(Pert Ill A.S.of the Application)
(2)Percentage of total units set aside for ELI -...
u���oDhnlrie
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(Part IILE 1.b.(2)of the Application)
(3)Number of units set aside for ELI
Households-a.(1)times a.(2)[rounded up to
next whole unit] -
(4)For Applicants Requesting Competitive
HC or Competitive HC/SAIL
(a)Minimum number of ELI units required-
10%of total units[a.(1)times.10, rounded up]
(b)Maximum number of ELI units-20%of -
total units[a.(1)times.20, rounded up]
(c)Additional ELI units(above the 10% - -
minimum)eligible for Supplemental Loan
Amount[a.(3)minus a.(4)(a)]
b.Supplemental Loan Amount Calculation for additional ELI units:
(1)For Applicants NOT Requesting Competitive HC-
Supplemental Loan Amount based on units set -
aside for ELI Households up to maximum of 10% $
of total units[a.(3)times$85,000)]
(2)For Applicants Requesting Competitive HC or
Competitive HC/SAIL-Supplemental Loan
Amount based on units set aside for ELI $
Households above the minimum required up to
maximum of 10%above the minimum[a.(4)(c)
times$85,000)]
3.Designation(MMRB,SAIL and HC Applicants):
h. Applicant elects not to selectone of the above designations
If selecting the Preservation designation,the Applicant must provide the required evidence of eligibility
behind a tab labeled"Exhibit 53".
4.Other Funding:
a. If a PLP loan has been awarded for this Development, provide the following information:
Corporation File Number Amount of Funding
b.Other Corporation funds that will be used as a source of financing for this construction project:
Corporation Program Corporation File Number Amount of Funding
(1)SAIL $
(2)Tax-Exempt MMRB $
(3)Non-competitive HC $
(4)Taxable MMRB $
c. If Local Government-issued Tax-Exempt Bond proceeds,excluding 501(c)(3)bonds,will be used to
finance this construction, provide the following information:
Tax-Exempt Bond source Tax-Exempt Bond amount
B. Finance Documents
All Applicants must complete the Development Cost Pro-Forma,the Detail/Explanation Sheet,if applicable,the
Construction or Rehab Analysis, and the Permanent Analysis.
All Applicants must complete and attach the Commitment to Defer Developer Fee form,if applicable,behind a tab
labeled"Exhibit 54".
C. MMRB Applicants Only (Threshold)
Provide the following information:
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1.Credit Enhancer:
Term: Expected Rating:
OR
2. Private Placement/Name of Purchaser:
Term: Expected Rating:
Provide the Credit Enhancers Commitment or Bond Purchaser's Letter of Interest behind a tab labeled"Exhibit 55".
D. Funding Commitment(s)
Attach all funding commitment(s)executed by the lender(s)or other source(s). Insert documentation for each
source directly behind its own tab beginning with a tab labeled"Exhibit 56"and continuing with sequentially
numbered tabs for each exhibit.
Addenda
You may use the space below to provide any additional information or explanatory addendum for items in the Application.
Please specify in detail the particular Part,Section,Subsection,etc.,to which the additional information or explanatory
addendum applies.
DEVELOPMENT COST PRO FORMA
NOTES:
(1)Developer fee may not exceed the limits established in Rule Chapters 67-21 and.67-48, F.A.C. Any portion of
the fee that has been deferred must be included in Total Development Cost.
(2)If Housing Credit equity is being used as a source of financing,complete columns 1,2 and 3.Otherwise,
complete columns 2 and 3.
(3)General Contractor's fee is limited to 14%of actual construction cost.General Contractor's fee must be
disclosed.
(4)In reference to impact fees,a tax professional's advice should be sought regarding eligibility of these fees.
(5)For purposes of the Development Cost calculation in this Application,the only reserves allowed are
contingency reserves for rehabilitation and construction,which amounts cannot exceed 5%for New Construction
and 15%for Rehabilitation/Substantial Rehabilitation,as stated in Rule Chapters 67-21 and 67-48,F.A.C.
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(6)The Corporation pays the servicing fees and compliance monitoring fees for all HOME Applicants. For HOME
Rental loans to Non-Profit entities,the Corporation also pays the credit underwriting fees and environmental review
fees.
(7)Applicants using HC equity funding,with the exception of those applying for MMRB,should list an estimated
compliance fee amount in column 2.
(8)The Corporation acknowledges that the costs listed on the Development Cost Pro Forma,Detail/Explanation
Sheet,Construction or Rehab Analysis and Permanent Analysis are subject to change during credit underwriting.
USE THE DETAIUEXPLANATION SHEET FOR EXPLANATION OF`ITEMS.ATTACH ADDITIONAL SHEETS IF
NECESSARY.
1 2 3
PROJECT COST
Actual Construction Cost HC INELIGIBLE;OR Total(MMRB,SAIL,
ELIGIBLE(HC ONLY) MMRB/SAIUHOME HOME and HC)
Demolition 55172 55172
__ _.
"Off-site(explain in detail) 0
New Rental Units 0
Rehab of Existing Rental Units '6237557 6237557
Accessory Buildings 0
Recreational Amenities 200000 200000
Rehab of Existing Common Areas 90000 90000
*Other(explain In detail) 150000 150000
Al.Actual Construction Cost $ 0 $ 6732729 $ 6732729
A1.1.Sub-Total $ 0 $ 6732729 $ 6732729
A1.2.General Contractor Fee(3) $ $ 201982 $ 201982
(Max.14%of Al.,Column 3)
A1.3.Total Actual Construction
Cost $',0 $ 6934711 $6934711
Financial Cost
Construction Loan Credit 0
Enhancement
Construction Loan Interest 475000 475000
Construction Loan Origination Fee 110000 110000
Bridge Loan Interest 0
Bridge Loan Origination Fee 0
Permanent Loan Credit Enhancement 0
Permanent Loan Origination Fee 56000 56000
A2.Total Financial Cost s 0 $ 641000
$ 641000
General Development Costs
Accounting Fees 2500 2500
Appraisal :7500 7500
Architect's Fee-Design 75000 75000
Architect's Fee-Supervision 10000 10000
Builder's Risk Insurance 1100000 100000
Building Permit 5000 5000
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Brokerage Fees-Land 0
Brokerage Fees-Buildings 0
Closing Costs-Construction Loan 125000 125000
Closing Costs-Permanent Loan 75000 75000
Engineering Fee 12000 12000
Environmental Report 3500 3500
FHFC Administrative Fee 0
FHFC Application Fee 0
FHFC Compliance Fee(6)and(7) 0
FHFC Credit Underwriting Fee(6) 0
*Impact Fees(list In detail) 0
Inspection Fees 4500 4500
Insurance 12500 12500
Legal Fees 7500 7500
Market study 7500 7500
Marketing/Advertising 25000 25000
Property Taxes 37500 37500
Soil Test Report 3500 3500
Survey 2500 2500
Title Insurance 17500 17500
Utility Connection Fee '60000 80000
*Other(explain in detail) 0
A3.TOTAL GENERAL
DEVELOPMENT COST $ .0 $ 593500 $ 593500
*A4.Contingency Reserves
(5)(explain in detail) $ $ 201000 $ 201000
B1.AQUISITION COST OF
EXISTING DEVELOPMENTS
(EXCLUDING LAND)Existing $ ; $ $ 0
Buildings
$ $ $ 0
*132.Other(explain In detail) _
C.DEVELOPMENT COST
(A1.3+A2+A3+A4+B1+B2) $ 0 $ 8370211 $ 8370211
D.DEVELOPER'S FEE(1)
$ $ 350000 $ ,350000
E.TOTAL LAND COST $ 5500000 $ 5500000
F.TOTAL DEVELOPMENT _
COST(C+D+E) $ 0 $ 14220211 $ 1422.0211
Detail/Explanation Sheet
Totals must agree with Pro Forma.Provide description and amount for each item that has been completed on the
Pro Forma.
Development Cost
Acquisition Cost of Existing Developments
(as listed at Item B 1.)
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Universal Application - A6FC9218-C77D-45C0-B097-164E616D9368 Page 25 of 2b
Other:
Actual Construction Cost
(as listed at Item A 1.)
Off-site:
Other:
General Development Costs
(as listed at Item A 3.)
Impact Fees:
Other:
Reserves
Contingency _
Reserves(as
listed at Item A 4.) _
Other Reserves
NOTE: Neither brokerage fees nor syndication fees can be included in eligible basis.Consulting fees, if any, must be
paid out of the Developer fee.Consulting fees include, but are not limited to, payments for Application
consultants,construction management or supervision consultants, or local government consultants.
CONSTRUCTION or REHAB ANALYSIS LOCATION OF
AMOUNT DOCUMENTATION
A.Total Development Cost: $ '14220211
B.Sources:
1.SAIL Loan Requested $ 3555000
2. MMRB Requested $ 0
3. HOME Loan Requested $ 0
4. HC Equity Proceeds Paid Prior to Completion of $ Exhibit
Construction which is Prior to Receipt of Final
Certificate of Occupancy or in the case of
Rehabilitation, prior to placed-in service date as
determined by the Applicant.
5.Supplemental Loan Amount $ 0
6. First Mortgage Financing $ 10150000 Exhibit
7.Second Mortgage Financing $ Exhibit
8.Third Mortgage Financing $ Exhibit
9.Deferred Developer Fee $ 200000 Exhibit
10.Grants $ Exhibit '
11.Equity-Partner's Contribution $ 315211 Exhibit
12.Other: $ Exhibit
13.Other. $ Exhibit
14.Total Sources $ '14220211
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Universal Application - A6FC9218-C77D-45C0-B097-164E616D9368 Page 26 of 26
C.Financing Shortfall(A-B.14.): $ 0
Each Exhibit must be listed behind its own Tab.DO NOT INCLUDE ALL EXHIBITS BEHIND ONE TAB.
PERMANENT ANALYSIS
LOCATION OF
AMOUNT DOCUMENTATION
A.Total Development Cost: $ 14220211
B.Sources:
1.SAIL Loan Requested $ 3555000
2. MMRB Requested $ 0
3.HOME Loan Requested $ 0
4.HC Syndication/HC Equity Proceeds $ Exhibit
5.Supplemental Loan Amount $ 0
S. First Mortgage Financing $ 10150000
Exhibit
7.Second Mortgage Financing $ Exhibit
8.Third Mortgage Financing $ Exhibit
9. Deferred Developer Fee $ 200000 Exhibit
10.Grants $ Exhibit
11. Equity-Partner's Contribution $ 315211 Exhibit
12.Other. $ Exhibit'
13.Other: $ Exhibit!.
14.Total Sources $ 14220211
C. Financing Shortfall(A-B.14.): $ 0
Each Exhibit must be listed behind its own Tab.DO NOT INCLUDE ALL EXHIBITS BEHIND ONE TAB.
Save Reset�]
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2008 UNIVERSAL CYCLE - APPLICANT CERTIFICATION AND ACKNOWLEDGEMENT
The Applicant certifies that the proposed Development can be completed and operating within the development
schedule and budget submitted to the Corporation.
The Applicant acknowledges that the Corporation may conduct its own independent review, analysis and
verification of all information contained in this Application and that any funding preliminarily secured by the
Applicant is expressly conditioned upon such verification, the successful completion of credit underwriting, all
necessary approvals by the Board of Directors,Corporation legal counsel,Bond Counsel, if applicable,the Credit
Underwriter,and Corporation Staff.
If preliminary funding is approved, the Applicant will promptly furnish such other supporting information,
documents,and fees as may be requested or required. The Applicant understands and agrees that the Corporation
is not responsible for actions taken by the undersigned in reliance on a preliminary commitment by the
Corporation. The Applicant commits that no qualified residents will be refused occupancy because they have
Section 8 vouchers or certificates. The Applicant further commits to actively seek tenants from public housing
waiting lists.
If preliminary funding is approved,the Applicant commits to participate in the statewide housing locator system
as required by Florida Housing.
The Applicant and all Financial Beneficiaries have read all applicable Corporation rules governing this
Application and have read the Instructions for completing this Application and will abide by the applicable
Florida Statutes and administrative rules,including,but not limited to,Rule Chapters 67-21 and/or 67-48,Florida
Administrative Code. If applying for the HC Program,the Applicant and all Financial Beneficiaries have read,
understand and will comply with section 42 of the Internal Revenue Code, as amended, and all related federal
regulations. If applying for the HOME Program, the Applicant and all Financial Beneficiaries have read,
understand and will comply with 24 CFR Part 92,as amended,and all related federal regulations.
In consideration for the Corporation processing and scoring this Application, the Applicant and all Financial
Beneficiaries understand and agree that the Corporation shall hear appeals only pursuant to Rules 67-21.0035 and
67-48.005,F.AC.
If applying for HC, the undersigned understands and agrees that in the event that the Applicant is invited into
credit underwriting,the Applicant must submit IRS Forms 8821 for all Financial Beneficiaries in order to obtain a
recommendation for a Housing Credit Allocation.
The undersigned is authorized to bind all Financial Beneficiaries to this certification and warranty of truthfulness
and completeness of the Application.
Under the penalties of perjury,I declare and certify that I have read the foregoing and that the information is true,
correct an omplet
Signature of App canlJt Date( dd(yyyy)
Cp-Ri.51`tdC�1�Il.f� S
Name (typed or printed) Title (typed or printed)
Failure to provide the completed form,reflecting an original signature,in the Application labeled"Original Hard Copy" at
Application Deadline will result in automatic rejection of the Application without the opportunity to cure. Signatures in blue
ink are preferred If this certification contains corrections or`wbitc-out', or if it is seamed,imaged,altered,or retyped,the
Application will fail to meet threshold. The certification may be photocopied
UA1016(Rev.3-08) Exhibit
67.Q.004(1)(a);67-21A 1X&),FA.C.
EXHIBIT 2 FEI #
3952 MAYPORT ROAD, LLC FEI #20-5248202
EXHIBIT 3 ARTICLES OF INCORPORATION
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AR'T'ICLES OF ORGANIZATION
OF
3952 MAXPORT ROAD, LLC
Grl
v
The undersigned certify that we have associated ourselves together for the purpose of
becoming a .Limited liability company under the laws of the State of Florida, providing for the
formation, rights, privileges, and immunities of.limited liability companies for profit. We further
declare that the following Articles shall serve as the Charter and authority for the conduct of.business
of the limitedliability company.
ARTICLE I
NAME AND P NCIPLE PLACL O BUS SS
The name of the limited liability company shall be 3952 Mayport Road , LLC and its
principal office shall be located at 2275 Atlantic Boulevard, Suite 100, City of Neptune Beach.,
County of Duval, State of Florida, but it shall have the power and authority to establish branch
of at any other place or places as the members may designate.
ARTICLE T.T.
Pi DOSES AND POWERS
In addition to the powers authorized by the laws of the State of Florida for limited liability
companies,the general nature of the business or businesses to be transacted,and.which the limited
liability company is authorized to transact, shall be as follows:
1. To engage in.any activity or business authorized under the Florida.Statutes.
1
2. In general,to carry on any and all incidental business;to have and exercise all powers
conferredby the laws of the State of Florida, and to do any and all things set forth in these Articles
to the same extent as a natural person might or could do.
3. To purchase or otherwise acquire,undertake,cant'on,improve,or develop;all or any
of the business, good. will, .rights, assets, mid liabilities of any person, firm, association, or
corporation carrying on any kind of business of a similar nature to that which this limited liability
company is autborized to carry on,pursuant to the provisions of these Articles; and to bold,utilize,
and in any manner. dispose of the rights andproperty so acquired.
4. To enter into and make all necessary contracts for its business with any person,entity,
partnership, association, corporation, domestic or foreign, or of any domestic or foreign state,
government, or governmental authority, or of any political or administrative subdivision, or
department, and to perform and carry out, assign, cancel, or rescind any of such contracts.
5. 'To exercise all or any of the limited liability company powers,and to carry out all or
any of the purposes,enumerated in these Articles and otherwise granted or permitted by law,while
acting as agent,nominee,or attorney-in-fact for any Persons or corporations,and perform any service
under,contract or otherwise for any corporation,joint stock company,association,partnership,firm,
syndicate, individual, or, other entity, and in this capacity or under this arrangement develop,
n, or extend the property and.commercial interest of the property and
improve, stabilize, strengthe
to aid,assist,or participate in any lawful enterprise in connection with our incidental to the agency,
representation,or service,and to render any other service or assistance it may lawfully do under the
laws of the State of Florida,providing for the formation,rights,privileges,and i133muniti es o f limited
liability companies for profit.
2
6. To do everything necessary,proper,advisable,or convenient forthe accomplishment
of any of the purposes,or the attainment of any of t le objects,or the furtherance of any o f the powers
set forth in these Articles, either alone or in association with others, incidental or pertaining to, or
going out of, or connected with its business or powers,providedthe same shall not be inconsistent
with the laws of the State of Florida.
The several clauses contained in this statement of the general nature of the business or
businesses to be transacted shall be construed as both purposes and powers of this limited liability
company,and statements contained in each clause shall,except as otherwise expressed,be in no way
limited or restricted by reference to or inference from the terms of any other clause: They shall be
regarded as independent purposes and powers.
Nothing contained in these Articles shall. be deemed or construed as authorizing or
permitting, or purporting to authorize or permit the limited liability company to carry on ally
business,exercise any power,or do any act which.alimted liability company may not,under Florida
laws, lawfully cant' on, exercise, or do.
ARTICLE III
E�k'RCISF OF POWERS
All limited liability company potivers shall be exercised by or under the authority of.,and the
business and affairs of'this limited liability company shall be managed under the direction of,the
members of ti-jis limitedliability company. This Article may be amended from time to time in the
.regulations of the limited liability company by a unanimous vote of the members of the limited
liability company-
3
ARTICLE IV
ME ERSHIP INSTRUCTIONS
Members shall have the right to admit new members by unanimous consent. Contributions
required of new member.-, shall be determined as of the tirne of admission.to the limitedliability
cornpany.
A member's interest in the limited liability company may not be sold or otherwise transferred
ex
cept with unanimous written consent of all members.
On the death,retirement,resi.gnati.on,expulsion,bankruptcy,or dissolution of a member,or
the occurrence of any other event that terminates the continued membership of a member in the
bers shall have the right to continue the business on.
limited liability company. the remaining mem
unanimous consent of the remaining members.
ARTICLE V
AL CAPITAL CONTRIBUT ONS
Initial capital contributions in the amount of$_
cash shall be paid.to the limited
liability company by the two (2)members in equal shares. Additional contributions will be made
as required for investment purposes,as deteminedbyunanimous consent of the members. Members
will make contributions in equal shares.
ARTICLE VI
PROFITS S A D LOSSES
(a)profit Sharing. The members shall be entitled to the net profits arising from the operation
of the limitedi iabil.ity company business that remain after the payment of the expenses of conducting
the business of the limited liability cowpany. Each member shall be entitled to a pro-rated share of.
4
-the Profils. The distributive share of the profits shall be determined and paid to the members each
year on the anniversary date of the commencement of business of the limited liability company,the
month and day of the commencement date being the daze these Articles of Organization are accepted
by and filed with the Secretary of.State, State of Florida.
(b) Losses. All losses that occur in the operation of the limited liability company
business shall be paid out of the capital of the limited liability company and the profits of the
business, or, if these sources are insufficient to cover such losses,by the members in.proportion to
the members' membership ownerslup interest.
ARTICLE VII
DUK_A N
This limited liability company shall exist until.dissolved in a manner provided by law, or as
may be provided.in fegulations adopted by the members, if any.
ARTICLE VII
INITIAL RE GIS
TJ OF CF AND EGISTEIZED AGENT
The address of the initial registered office of the limited liability company is 2275 Atlantic
Boulevard, Suite 200, City of.Neptune Beach, County of Duval, State of Florida,and the name of.
the company's.initial registered agent is Mary C. Sorrell.
The undersigned,being;the original members of the limitedliability colnpax).y, certify that
icles of organization of 3952 Mayport Road, LLC.
this instrument constitutes the proposed Art
5
Exec d by the undersigned at the City of Neptune Beach, County of Duval, State of
Florida, 2006.
WITNESS S:
Chris Hioni.des
Eric_Campbell
6
EXHIBIT 9
OWNERSHIP: 3952 MAYPORT ROAD, LLC
PRINCIPAL %OWNERSHIP
CHRIS HIONIDES 50%
ERIC CAMPBELL 50%
2008 UNIVERSAL CYCLE - DEVELOPER OR PRINCIPAL OF
DEV®ELOPER CERTIFICATION
Name of Development: 9
Name of Developer: Vrrit�✓i �'S
Name ofprincipal of Developer,if applicable:
Address of Developer. 7T
Telephone No.of Developer. �o� j— ,a(9-
Fax No.of Developer: /�
E-Mail Address(f available):
Relationship to Applicant:
As the Developer or principal of the Developer of the referenced Development, I certify that I have the requisite skills,
experience and credit wordiness to successfully produce the units proposed by this Application. I further certify that the
design,plans,and specifications for the proposed Development will comply with all federal,state and local requirements and
the requirements of the Federal Fair Housing Act as implemented by 24 CFR 100,Section 504 of the Rehabilitation Act of
1973,and Tides II and III of the Americans with Disabilities Act of 1990 as implemented by 28 CFR 35,incorporating the
most recent amendments and other legislation,regulations,rules,and other related requirements which apply or could apply to
the proposed Development. I have developed and completed;i.e.,the certificate of occupancy has been issued for at least one
building,at least two affordable rental housing developments,at least one of which consists of a total number of units no less
dean 50 percent of the total number of units in the Development proposed by this Application, as evidenced by the prior
experience chart provided in this Application. I understand I am the Developer or principal of the Developer of record for this
Development and that,if funded by the Corporation,I will remain in this capacity until the Development has been completcd
I certify that neither the Developer, Applicant, any Principal or Financial Beneficiary has any existing Developments
participating in Corporation programs that remain in non-compliance with the IRC,applicable Wile chapter,or applicable loan
documents d for whi.sb*=7 applicable cure period granted for correcting such non-compliance has ended. I further certify
that the i o 'd wit i4's ation is true and correct
+1 d
Sig ature of Developer or principal of Developer Date(MMM, iyyyy)
a11K i p
Print or Type Name of Signatory
APPLICANT'S CERTIFICATION
I certify t ev ter i eptified ve will serge as the Developer of the proposed Development
Applicant's Signature/ Date(mmid&ym)
Print or Type Name of Signatory
If this certification contains corrections or`whitc-out',or if it is scanned,imaged,altered,or retyped,the Application will fail
to meet threshold The certification maybe photocopied
UA1016(Rev.3-08) Exhibit
67.4.004(1)(4;67-21=XIX&).FA.C.
CHRIS HIONIDES
Chris Hionides established Surface Technologies Corporation in 1985 as a government
contracting company headquartered in Neptune Beach, Florida. The Company specializes
in providing marine painting and special deck surface applications to U.S. Navy ships,
but also provides services to private shipyards and flooring services to selected
commercial applications.
Mr. Hionides has managed Company growth into a $28+million Company, with
strategic locations throughout the U.S.
Hionides directs contract negotiations and provides management of the Company.
Surface Technologies is 100% owned by Mr. Hionides.
Chris Hionides" unique visionary focus, coupled with analytical skill in teal estate
investment, development, and management is exemplified by his Real Estate Portfolio
that includes anchored retail centers, commercial, retail, and residential investment
properties located throughout Jacksonville and the Beaches. His investments and
developments in Jacksonville Beach predated the recent spate of new real estate projects.
Jacksonville's Springfield and downtown markets were additional neighborhoods that
Hionides has invested in with envisioned redevelopment plans.
Hionides has successfully invested and renovated historic properties in Jacksonville and
Savannah, Georgia. He has purchased vacant or dilapidated Jacksonville Beach
properties, and redeveloped these into successful projects, including the redevelopment of
a former distressed apartment complex into a 40-unit residential condominium priced in
the mid-$100,000's named Flagler's Crossing. Resales in this project exceed 100%of
original prices.
He also owns and manages the oceanfront 24-room Casa Marina Hotel located in
Jacksonville Beach_ This Hotel is a registered historic landmark.
Hionides' organization includes a Real Estate Brokerage Company named Petra
Management, Inc., which leases and manages his properties. Petra also includes an
experienced construction arm that provides commercial construction services.
Mr. and Mrs. Hionides own and manage The Foundation Academy School located in
Jacksonville Beach. This K-12 grade school currently has an enrollment of 250 students,
with plans to construct a campus facility in the intra-coastal area of Jacksonville to
accommodate 500 students. Nadia Hionides is principal and founder of the school.
C. Developer's Record of Recent Residential Projects
Hionides Completed Projects:
Flaglers Crossing Residential Condominiums, Jacksonville Beach,Florida
Status: Sell-out of 40 Residential Units @ 10`h Street North @ 2nd Avenue
Project: Acquisition and redevelopment of deteriorated apartments into residential
condominiums priced in mid-$100'000's.
Lender: Atlantic Coast Federal Bank
Construction: Hionides' affiliated company provided construction services
Comments: Resale Units currently commanding prices near 100% of original prices.
0'& 9d'Townhomes,Jacksonville Beach,Florida
Owner: 4"'& 9h Townhomes, Inc.
Project: New construction of six 3-story 1500 SF townhomes located at 4d' Street
between 8t'& 9d' Streets North,Jacksonville Beach
Lender: Peoples First Community Bank
Status: Construction completed; Units marketed for sale
The Silver Pearl Apartments
Owner: The Silver Pearl, LLC
Property: Two apartment properties located in Springfield neighborhood of
Jacksonville comprising 12 units.
Status: Interior Renovation for release as short-term furnished Apartments
targeted to University of Florida Proton Therapy Institute cancer patients
Hionides Projects Under Development
Palms Apartments, Atlantic Beach,Florida
Owner: 3952 Mayport Road, LLC (Hionides)
Project: Purchase of vacant and condemned 100-unit apartment complex for the
purpose of renovation& conversion into market-rent apartments.
Units: 100 units
Cost: $25,000;000 total acquisition&construction cost
Construction: An affiliate to provide construction management services
Comments: Developers anticipate construction by 3rd quarter of 2008.
EverBank Office Building,Jacksonville,Florida
Owner: 300 W. Adams Street, LLC (Hionides & Campbell in 50-50% LLC)
Project: Purchase of bank-anchored office building with 75% occupancy
Use: Office. Evaluating conversion of leased building into office
condominiums, with estimated sell-out of$8,000,000.
Cost: $4,100,000
Valuation: $5,000,000
Lender: Jacksonville Bank
Management: Owner-managed
Comments: Older Office building situated in CBD adjacent to planned County
Courthouse.
4th& 5th @ Main Street Mixed Use Project,Jacksonville, Florida
Owner: LLC comprised of Hionides & Campbell in 50-50% ownership
Project: Planned 2.5 acre mixed-use project of 75,000 SF of commercial space, and
70 residential apartments or condominiums located along predominant
commercial corridor within a resurgent historic neighborhood adjacent to
the CBD of Jacksonville.
Use: Ground-level retail, with 2-story residential space above.
Cost: $19.5 million
Lender: Ameris Bank provided acquisition financing
Comments: This project is situated just north of Jacksonville's downtown area that has
witnessed recent residential redevelopment, but little commercial/retail
development.
This project seeks to trigger additional commercial and retail
development.
1100 Main Street Mixed-Use Project
Owner: LLC comprised of Hionides/Campbell in 50-50% ownership
Project: Planned 60,000 SF Mixed-Use 3-story retail/residential situated on 1.93
acres along principal commercial/commuter artery encompassing one full
block between 1"&2nd Streets in historic Springfield neighborhood.
Use: Pedestrian-friendly ground-level retail fronting broad sidewalk; 2-story
residential above, with structured parking configured to the rear
Cost: $16 million
Lender: Ameris Bank provided acquisition funding
Comments: Situated at gateway of historic neighborhood just 3 blocks from owners'
above project.
Atlantis Jacksonville Beach Oceanfront Condominium Project
Owner: Hionides as principal in S-Corp.
Project: Planned 50-unit residential oceanfront condominium located between 6th
& 7th Streets in heart of Jacksonville Beach situated on 1.3 acres
Use: Planned 12-strory building with underground parking garage for units
priced in$1-1.5 million range
Cost: Land value in$15 million range, or @ $300,000 per unit
Construction costs estimated @ $23 million excluding land
Comments: Beautiful vacant site engineered and designed for condo use, situated
adjacent to historic Casa Marina.Hotel to the south (also owned by
Hionides); and new 21-unit condo project under construction to the north,
priced from$2.2 million.
Dolphin Depot Jacksonville Beach Residential Condominium Project
Owner: Hionides as principal in S-Corp.
Project: Site Plan approved 7-story 54-Unit Condo project situated across from the
Atlantis Project described above
Cost: $19 million
Comments: Planned project is situated 1 block from the ocean across from Casa
Marina Hotel and the planned Atlantis 50-unit condo project. Currently
being leased to 2 small tenants on a month-to month basis
102 Second Street Jacksonville Beach Project
Owner: Hionides as principal in S-Corp.
Project: Planned 36-Unit Residential Condominium, or Mixed-Use residential with
Ground-level retail project situated on 1 acre directly across from
oceanfront Casa Marina Hotel.
Cost: $12 million
Comments: This planned project comprises the 3 of 4 contiguous properties that are
planned for redevelopment in the heart of Jacksonville Beach
720 2°a Street Condominiums, Jacksonville Beach, Florida
Owner: 720-728, LLC(Hionides & Campbell in 50-50% LLC)
Project: Acquisition of dilapidated rental housing, planned for redevelopment into
two (9-unit) 3-story residential condominiums.
Units: 19 Units
Cost: $6 million
Valuation: $2.88 million, or @ $151,000 per unit
Lender: First Horizon Bank
Sell out: $9,500,000
Comments: Construction anticipated 3rd quarter 2007.
This site is situated across from Dolphin Depot site that is also owned by
Hionides, and represents the 4t' contiguous property owned by Hionides.
2008 UNIVERSAL CYCLE - MANAGEMENT AGENT OR PRINCIPAL OF
MANAGEMENT AGENT CERTIFICATION
Name of Development: 11nTJv'l �l�a
Name of Management Agent:
Name of principal of Management Agent, if applicable: S o c� �� L n
Address of Management Agent:
Q u,
Telephone of Management Agent:
I certify that I have the requisite skills and knowledge of affordable housing management
requirements to successfully manage the units proposed by this Application and that I have
specific experience in the management of affordable rental housing and have successfully
managed at least two affordable rental housing properties for at least two years each, at least
one of which consists of a total number of units no less than 50 percent of the total number of
units in the Development proposed by this Application, as evidenced by the prior experience
chart provided in this Application. I further certify that the proposed Development will
comply with all federal, state and local requirements and the requirements of the Federal Fair
Housing Act as implemented by 24 CFR 100, Section 504 of the Rehabilitation Act of 1973
and Titles II and III of the Americans with Disabilities Act of 1990 as implemented by 28 CFR
35, incorporating the most recent amendments and other legislation, regulations, rules and
other related requirements which apply or could apply to the proposed Development while
underTz�
ement. I further certify that the information provided above is true and
correc
U
�
Sig ure of Management g nt or principal of Date(mmidd(yyyy)
Management. Agent
C� c1 lG- � �%l
Print or Type Name of Signatory
If this certification contains corrections or `white-out', or if it is scanned, imaged, altered, or
retyped,the Application will fail to meet threshold. The certification may be photocopied.
IIA1016(Rev.3-08)
Exhibit
67-48XK1Ha):67-Z MX1X&).F.A.C.
EXHIBIT 12 PROPERTY MANAGEMENT RESUME/EXPERIENCE
MARVIN & FLOYD
REALTY INC.
Rental
Property
Management Information Package
Serving Atlantic Beach, Neptune Beach, Jacksonville
Beach, Ponte Vedra Beach and the Jacksonville area.
Location: 753 Atlantic Blvd, Ste 1,Atlantic Beach, FL 32233
Mailing address: P. O. Box 330026,Atlantic Beach, FL 32233-0026
Telephone: 904-249-8599
Fax: 904-249-8598
Toll Free Telephone: 1-877-611-0482
E-Mail: marvin-floyd-realty@marvin-group.com
Website: marvin-group.com
COMPANY PROFILE, PHILOSOPHY AND APPROACH
Marvin & Floyd Realty, Inc. was founded in 1997 and currently manages 32 community associations
encompassing over 3,000 units in the Jacksonville and Beaches area.
If your association could benefit from new ideas, new energy or new resources...if current management is
stretched too thin or professional staff support is needed...if communications, meetings and other programs are
falling short of expectations...it's time to learn more about Marvin & Floyd Realty, Inc., a family owned and
operated, full-service management company serving homeowner and condominium associations.
Despite significant differences, associations share three basic requirements: a need for dynamic leadership,
effective management and tangible member benefits. Unfortunately, these critical elements are not always
present in equal measure. Visionary leadership may be hampered by lack of resources or experience, crippling
development of vital member services. Perhaps needed member services are in place, but ineffective
management prevents them from becoming truly effective. The causes are different, the results the same: the
association fails in its most important mission - fulfilling member needs - simply because it lacks the proper tools.
By applying creative solutions to an organization's unique challenges, Marvin & Floyd Realty helps ensure
association member needs are met. With many years of association management experience, Marvin & Floyd
Realty is the high quality choice for associations of all types.
Marvin & Floyd Realty is interested in a partnership to help you ensure programs and projects for your association
are on target...on time...and on budget.
If our approach sounds interesting we would welcome the opportunity to discuss specifically how Marvin & Floyd
Realty can contribute to your association's future growth and success.
Marvin & Floyd Realty, believes that providing the proper management to an Association centers around
communication. The systems and personnel of Marvin & Floyd Realty are geared toward increasing
communication between the three interrelated community groups.
❑ Residents
❑ Board Members
❑ Management
Residents: There must be the ability for residents to communicate with the management company so that the
management company can follow up and thereby earn the trust of the residents. Residents must feel that the
board is sensitive to their needs and desires.
Board Members: The board and the management company must communicate to allow the board to make
decisions and the management company to implement them.
Management: One of management's responsibilities is to promote communication as a means of accomplishing
the goals of the community.
PROPERTY MANAGEMENT SERVICES
The Association and Manager recognize that certain physical components of the Association's property require
routine services and resulting supervision. Those components are to be maintained in a manner with standards
established by the Board subject to budgetary limitations. The property management services to be provided by
the Manager relate to routine, recurring maintenance or repair services and specifically exclude major renovation,
replacement or capital improvement activity.
Contracts shall be executed by the Association and the Costs related to such services, employees, or materials
shall be the Association's responsibility.
Property Inspection: Manager shall design a property inspection system specifically for the Property and
:onduct inspections to maintain a current knowledge of the property. Inspections shall be conducted on a regular
basis. Manager is aware that certain situations dictate partial property inspections on occasion and shall perform
same as part of Manager's normal functions. Manager will identify situations requiring corrective measures and
3
take those measures consistent with Association policy and budgetary limitations. Manager will immediately
report to the Board any major items which comes to the attention of the Manager as a result of such inspections.
Service Request Processing: Receive and record reasonable service requests for repairs or maintenance of
the Association's property .as are consistent with established Association policy in a computerized database to
allow for efficient follow up and report generating capabilities. Arrange for prompt and satisfactory response to
service requests for maintenance or repairs as permitted by Association policy, budget limitations, weather and
contractor availability.
Contractor.Bidding Procedures: Develop a competitive bidding process for projects and services where the
cost will exceed $1,000 (or other amount designated by Board) and is requested by the Board. Distribute bid
specifications prepared by Board or specific committee to at least three interested, qualified, prospective bidders.
Receive bids and other contractor information. Submit bids along with recommendations to the Board regarding
the bids received, adherence to specifications and information on past performance (if known), which will assist
the Board's decision.
Contract Development: Facilitate the Board's final selection of contractors for projects and services. Assist the
Association in preparing and negotiating contracts for projects and services. While Manager will provide certain
recommended contract language for routine services with Association-selected contractors, the Association will
not rely on Manager for legal or technical accuracy or completeness. Obtain relevant certificates of insurance
from selected contractors providing routine services.
Routine Service Contractor Supervision: Coordinate the contractors providing routine services for the
Association, including but not limited to services such as trash removal, pest control, landscaping contracts, etc.
Monitor contractor performance to insure compliance with contract specifications. To support Manager's efforts,
the Board shall assist in minimizing interference with contractors by unauthorized residents or volunteer leaders.
Emergency Services Program: Administer and insure a 24-hour, seven day per week telephone call program to
respond to Association service related emergencies as defined by the Board and Manager in advance. Maintain
a list of contractors, personnel or firms in trades deemed necessary to maintain the property in decent, safe,
sanitary condition. Retained personnel or firms are subject to 24-hour call in matters seriously affecting health,
safety, or a reasonable level of personal comfort. Services provided are at the expense of the Association.
FINANCIAL MANAGEMENT SERVICES
The Association shall authorize the Manager to bill and receive assessments and other amounts due to the
Association. Receipts shall be deposited in an operating account under the Association's name and not
commingled with funds of any other party, including Manager. The checking and money market operating
accounts shall be in a financial institution that is insured by an agency of the Federal Government.
A record of income, expenses, assets and liabilities shall be maintained utilizing either the accrual or cash method
of accounting as approved by the Association. Manager will utilize its computerized payable system which
includes computer-printed Association checks.
The Association shall be responsible for providing initial financial records with audited or otherwise verified
opening balances for both assessments and general ledger accounts. To the extent available, other financial
information to be provided by the Association includes prior audits and financial reports, accounts receivable
records, bank statements, tax returns and vendor files. Timely financial information from Manager cannot be
provided until at least thirty days after receipt of the Association records.
Budget Preparation: Prepare the initial draft of the annual budget for approval by Association approximately 90
days before the start of each fiscal year during the term of this Agreement. Assist the Association in the
finalization of-the budget by answering questions or obtaining additional relevant information. Adoption of each
budget shall usually occur at least thirty days prior to its effective date. Prepare a mailing to owners of the
approved budget in accordance with Association documents when requested by the Association.
Collection of Maintenance Fees: Prepare coupon booklets for each existing resident which will be mailed prior`
to the beginning of the fiscal year. Additionally, coupon books for the remainder of the first calendar year of
residency shall be supplied to all new residents upon their purchase of the home.
4
Accounts Receivable: Receive and process the monthly, quarterly or annual owner assessments. Payments
vill be deposited into the Association's account no later than the day after receipt-by the Manager.
Assessment Records: Maintain a monthly record of assessment billings, charges, adjustments and payments
as received. Respond to owners regarding their individual accounts on a timely basis.
Delinquency Processing: Create a system with Association establishing dates and actions Manager should
take related to delinquency accounts. These would include, but not necessarily be limited to, the number of days
delinquent resulting in: late penalty and first warning letter being levied; second warning letter (if any); and notice
of intent to lien. Administer the delinquency procedure by charging monthly late fees, preparing warning letters in
the Association's name consistent with the procedure, and answering questions regarding accounts. Prepare
account information to assist the Association's attorney in any litigation. Manager court appearances with the
attorney may be an additional charge dependent upon Management Staff Time Allocations. Issue Association
copies both monthly and upon request of an aged delinquency report in a format to be approved by Association.
Invoice/Disbursement Procedures: Develop and monitor a payment voucher system for Association. ,Receive
and review all Association invoices and other bills. Prepare checks for payment of Association expenses within
the Association's cash-flow limitations. Manager will not use its own funds to assist the Association's cash-flow
situation nor will Manager be responsible for the consequences of insufficient Association funds. Maintain vendor
files containing payment and invoice information. Issue annual 1099 Forms to qualified Association vendors,
consistent with IRS guidelines.
Financial Reports: Prepare and maintain the records. necessary to produce monthly computerized financial
statements. Provide Association Board Members a copy of the following each month:
■ Balance Sheet- list assets and liabilities as of the end of the current month.
■ Revenue & Expense Statement - list income and expenses showing the current month's activity,
current month's budget, current month's variance, year-to-date activity, year-to-date budget, year-
to-date variance.
■ Delinquency Report- reflecting individual charges on an aged basis.
■ Check Register- listing all checks processed.
• Accounts Payable Report - listing all outstanding payables on an aged basis (accrual accounting
only).
■ Prepaid Schedule -listing all prepaid expenses (accrual accounting only).
■ Advanced Assessments Received Report- list by owner.
Mail or otherwise distribute the Association copies of financial reports generally by the fifteenth of the following
month or at the monthly Board Meeting as requested by the Board.
Other financial reports are available upon request at no additional charge.
AudWTax Preparation: Manager shall at the option of the Association either cooperate with the Association's.;
independent Certified Public Accountant in the annual, quarterly, review or compilation by making all the records
books, and files available for inspection and review audit and make the CPA's recommended adjustments to the
Association's records; or prepare an annual financial statement or compiled financial statement and file the annual
Federal and State tax returns in house for an additional fee to be agreed upon by Manager and Board.
ADMINISTRATIVE MANAGEMENT SERVICES
Files and Records: Develop and maintain a filing system of the association's important papers. Included would
be such things as contracts, resident communications, public agency filings, financial information, insurance
policies, resolutions, and legal documents. Originals of all important records are maintained by Manager although
they are the property of the Association. Make the Association's routine books and records available for
inspection by any owner or mortgage holder upon reasonable notice during regular business hours at Managers
regular office location. Access to individual files shall be determined,by policy of the Association.
Communications: Prepare general correspondence dealing with routine operational matters between the
Association and residents, contractors, agents, government officials; or other entities. Arrange for the mailing or
other distribution of Notices required by the Documents or directed by the Association, including but not limited to
Notice of Annual Meetings, Notice of Elections, etc.
5
OUR PORTFOLIO
Our portfolio includes both condominium and homeowner associations.
NameManaged since Number of Units
The Courtyards at Atlantic Beach Condominium Association, Inc. 01-01-98 16
Lantana Lakes Homeowners Association, Inc. 10-22-99 367
Seahawk at Ponte Vedra Lakes I Condominium Association, Inc. 01-01-00 80
Wind Breaker Condominium Association, Inc. 06-01-00 15
Hidden Cove Neighborhood Owners Association, Inc. 07-01-00 124
Shorecrest Condominium Association of Jacksonville, Inc. 07-01-00 11
Summer Sands Association, Inc. . 08-01-00 192
Vista Del Mar Association at Jacksonville Beach, Inc. 08-01-00 91
Ponte Vedra By the Sea Homeowners Association, Inc. 08-15-00 134
The Innlet at Ponte Vedra Beach Condominium Association, Inc. 08-15-00 43
The Innlet at Ponte Vedra Beach Master Association, Inc. 08-15-00 177
The Breakers Association I, Inc. 11-01-00 12
Ponte Vedra Retreat III Condominium Association, Inc. 01-01-01 16
La Playa Association, Inc. 06-01-02 18
Eastwinds Condominium Association of Jacksonville Beach, Inc. 01-01-02 16
North Pablo Beach Condominium Association, Inc. 01-01-02 27
Regency Wood Condominium, Inc. 03-01-02 112
Marsh Sound Association, Inc. 08-01-02 190
Oceanwalk Association, Inc. 11-01-02 249
Hunter's Green Owners Association, Inc. 03-01-03 173
Selva Linkside- Unit Two Owners Association, Inc. 08-01-03 81
Osprey Pointe Association, Inc. 09-01-03 262
Oceania Condominium Association of Jacksonville Beach, Inc. 11-01-03 48
Ponte Vedra Retreat II Condominium Association, Inc. 02-01-04 16
Ponte Vedra East Homeowners Association, Inc. 05-20-04 19
Seahawk at Ponte Vedra Lakes II Condominium Association, Inc. 07-01-04 42
Laurel Oaks Homeowners Association, Inc. 03-01-05 64
Beach Terraces Condominium Association, Inc. 12-01-05 18
Northshore Condominium of Jacksonville Beach, Inc. 09-01-06 35
Seahawk at Ponte Vedra Lakes III Condominium Association, Inc. 11-01-06 30
Villa Manila Condominium Association, Inc. 11-01-06 11
The Chelsea of Riverside Condominium Association, Inc. 10-01-07 20
Seaquest Condominium Association of Jacksonville Beach, Inc. 11-01-07 24
Beach House at Ponte Vedra Condominium Association, Inc. 01-01-08 52
Oceanside 932 Condominium Association, Inc. 02-01-08 25
7
THE MANAGEMENT TEAM
SONIA MARVIN
Florida Real Estate License, 1984
Community Association Managers License, 1994
Education —Property and association management, accounting, computer systems and programming.
Experience—Twenty years experience in Real Estate management, accounting, cash flows and budgets.
KAREN FLOYD
Florida Community College of Jacksonville, major- Business Administration
Florida Real Estate License, 1997
Community Association Managers License, 1996
Ten years experienced in all facets of association management and property management.
MARION MARVIN
Graduate of University of Florida, BS degree in Business Administration
CPA in Georgia & Florida, 1963. License not currently active
Real estate investment sales, 1981
Bank manager with international trust company—investment accounting and management.
Community Association Managers License, 2001
MELISSA MARVIN
Community Association Managers License, 2001
Florida Real Estate License, 2002
SHARON RAFFANIELLO
Community Association Managers License, 2005
Fifteen years management experience.
DEBBIE COLLINS
Community Association Managers License, 2007
20+ years management experience
5 years of specialization in condominium association maintenance management
8
Marvin & Floyd
Realty, Inc.
................ providing the best in property management in the
local area, including Jacksonville, Jacksonville Beaches and
Ponte Vedra
DISCLAIMER
Ifyou are presently under a management contract this is not a solicitation.
Marvin&Floyd Realty confirms their expertise as property management administrators. We do not
proclaim to be experts in the following areas: (1)Legal; (2) General contracting; (3)Engineering.
OUR COMPANY
Marvin & Floyd Realty, Inc. was incorporated in 1997. We are a licensed real estate
brokerage and can professionally assist you with the management of your rental property
and with the buying and selling of real estate.
Marvin & Floyd Realty is a member of the National Association of Realtors,the Florida Association
of Realtors and the Northeast Florida Association of Realtors.
Our operating and escrow bank accounts are maintained at Oceanside Bank, 1315 South Third
Street,Jacksonville Beach,FL.32250.
Tannenbaum, Harber, McCormick of Jacksonville, is our insurance agent. Our insurance coverage
consists of commercial general liability, a fidelity bond, workers compensation and an errors and
omissions policy
MANAGEMENT DUTIES AND FINANCIAL PROCEDURES
Our duties are outlined in our contract, however, the following is an attempt to elaborate on those
duties. Day-to-day operations will be handled by Marvin & Floyd Realty. Correspondence and/or
telephone calls will be dealt with in a timely manner and the Owner notified if necessary.
All properties will be inspected on a regular basis, move-in, move-out, lease renewal and at the
discretion of the property manager if a problem is suspected. Owners will be sent a report outlining
all maintenance and or repairs required showing an estimate of the cost involved. Marvin & Floyd
Realty will strive to obtain at least three bids for all major repairs unless repair is an emergency.
Emergency repair is described as any repair that will render the unit uninhabitable (loss of water or
electric power, major leak,structural, roof etc). Permission will be obtained from all owners on non-
emergency repairs that exceed an amount established by the owner.
Owners will receive notification of tenants giving a thirty day move-out notice. Occasionally tenants
move-out with no notification and in those instances owners will be notified as soon as we are aware
the units are vacant.
Two separate escrow accounts have been established. One to cover day-to-day operating activities
and the other to account for security deposits. The policy for signing authority on checks will be at
the discretion of the Broker.
Collections will be accomplished by checks payable to Marvin & Floyd Realty and or cash,deposited
in the rental escrow account and disbursed to owners by the fifteenth(15th) of the month.
Rent is due on the first of each month and tenants are given until the third to remit. Late notices are
mailed to each delinquent tenant on the fourth. Tenants who do not comply by the fifteenth of the
month are turned over to an attorney for a collection letter. No response to the collection letter will
result in the start of the eviction process at the request of the Owner. The eviction process takes
about twenty-one days and may be costly. All eviction costs will be the responsibility of the Owner.
Any past due rents, legal fees and costs relating to property damage will be given to a collection
agency and reported to the credit bureau.
Supervision of employees and sub-contractors will be the responsibility of Marvin & Floyd Realty.
Major repairs and/or replacements will be handled by licensed experts in the various fields.
In order to track maintenance, we believe that it is imperative that certain reports be submitted on a
routine basis to ensure policy and standards are followed and that your property is managed,
efficiently (i.e. building inspection reports, complaints and suggestions, expense reports on major
issues).
SCHEDULE OF REPORTS
Administrative
Tenant register with property addresses and rent amounts
Owner register showing mailing address and properties owned
Security deposit register
Parking register(if required)
Monthly
Cash flow
Transaction register
Copies of all invoices
Quarterly
Exterior inspection report(if requested)
Annual
Year end financial report
Form 1099
MANAGEMENT FEES
1. A one time set up fee of$300 (paid from first months rent collection).
2. Fifteen percent (15%) of monies collected in each rental period (long term
rentals-over six (6) months).
3. A contract cancellation fee of$500.
2008 UNIVERSAL CYCLE - GENERAL CONTRACTOR OR QUALIFYING AGENT
OF GENERAL CONTRACTOR CERTIFICATION
Name of Development: °
Name of General Contractor: AND1,' _500 C.01 1RAeE06 &Knupj° . .LSC-
i�ar M. Imo`
Name of qualifying agent of General Contractor,if applicable:
Address of General Contractor: f Lc1 kf 1�A1;K Ave-, 1o
6
Telephone of General Contractor: _32t U` -4664 oa 3ZI- -2586 r1ocyW
Florida License Number of Signatory: Cro'L049942 Expiration of License 3260
Date(&dyyyy)
I certify that I am a General Contractor as defined by Rules 67-21and/or 67-48,F.A.C., and licensed in the State
of Florida with the requisite skills,experience and credit worthiness to successfully produce the units proposed by
this Application and that I have been the General Contractor on at least two completed developments of similar
development category and development type,at least one of which consists of a total number of units no less than
50 percent of the total number of units in the Development proposed by this Application, as evidenced by the
prior experience chart provided in this Application. I further certify that I will construct the proposed
Development in accordance with the design plans and specifications as prepared by the licensed
Architect(Engineer. In recognition and support of the implementation of Florida's welfare reform legislation,I
certify my willingness to encourage the hiring of welfare-to-work or self-sufficiency type program participants in
the construction of the proposed Development, and to provide such substantiating documentation regarding the
incorporation of such program participants in the work force as may be requested by the servicing agent in
conjunction with construction loan draw disbursements. I further certify my willingness and intention to enter
into good faith negotiations or participate in a bidding process with the Applicant to act as the General Contractor
for this proposed Development and that the information provided above is true and correct.
NOTE: If the Applicant is a Public Housing Authority with prior development experience, or is otherwise
subject to the Competitive Consultants Negotiations Act, it may have the General Contractor from a prior
development execute this certification. The intent of this provision is to allow experienced Public Housing
Authorities or other regulated entities to have an opportunity to meet threshold without violation of bidding
procedures. Public Housing Authorities without prior development experience must joint venture with an
experience J_vellopqient entity in o p r lcip in this funding cycle.
—
Signature of Ciederal Contractor or qualify' agent Date(cm/dd(yyyy)
*8 6 M. �-17--660 I., U2-
Print or Type Name of Signatory
If this certification contains corrections or`white-out',or if it is scanned,imaged,altered,or retyped,the Application will fail
to meet threshold The certification maybe photocopied.
UA1016(Rev.3-08) Exhibit I
67.48A)4(1Xa);67-21 MX1Ma),FA.c.
2008 UNIVERSAL CYCLE - ARCHITECT OR ENGINEER
CERTIFICATION
Name of Development:
Name of Architect or Engineer: yrzm
Address of Architect c rL i er: �� 5 . ' � D �J
Telephone of Architect oF4; :- ' f3�T't� �_u GO
Florida License Number of Signatory:`A�P— Expiration of License:
Da mm/pygy)
I certify that I am a Florida licensed Architect and/or Engineer with the requisite skills an
experience to provide the professional services needed to successfully produce the units
proposed by this Application and that I have experience with more than one previous
development of similar development category and development type, at least one of which
consists of a total number of units no less than 50 percent of the total number of units in the
Development proposed by this Application. I further certify that the design, plans and
specifications for the proposed Development will comply with all federal, state and local
requirements and the requirements of the Federal Fair Housing Act as implementedby 24 CFR
100, Section 504 of the Rehabilitation Act of 1973 and Titles II and III of the Americans with
Disabilities Act of 1990 as implemented by 28 CFR 35, incorporating the most recent
amendments and other legislation, regulations, rules and other related requirements which
apply or could apply to the proposed Development. I further certify my willingness and
intention to enter into good faith negotiations or participate in a bidding process with the
Applicant to act as the Architect and/or Engineer for this proposed Development and that the
information provided above is true and correct.
A:. I .
ATC r t er- lig°Liq� S attire Date(mm/ddfyyyy)
Print or Type Name of Signatory
If this certification contains coaections or white-out',or if it is scanncd,imaged,altered,or retyped,the Application will fail
to meet threshold- The certification maybe photocopied
UA1016(Rev.3-08) Exhibit
67.48M43X*67-ZXX1X4 FA.C.
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2008 UNIVERSAL CYCLE - ATTORNEY CERTIFICATION
FOR MMRB, SAIL OR HOME APPLICATIONS ONLY
Name of Development: Z#&
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Name of Attorney: ( t�
Address of Attorney: f'i'ef
72
Telephone of Attorney: �a 7 �✓"� 7 / �
Florida Bar Number of Signatory: '�-167— 7 — 3 9 ir 9,
I certify that I am a member in good standing of The Florida Bar with the requisite skills and
experience to provide the professional services needed by the Applicant to produce the units
proposed by this Application. I further certify my willingness and intention to enter into good
faith negotiations witp the Applicant to act as the attorney of record for this proposed
De pment and that khe information provided above is true and correct.
tome `s S' a Date( darvsyr)
L
Print or type Name of signatory
If this certification contains corrections or `white-out', or if it is scanned, imaged, altered, or
retyped,the Application will fail to meet threshold. The certification may be photocopied.
UA1016(Rea.3-08)
Exhibit
67-A6M4(1)l4);67-21.003(IXa).F.A.C.
2008 UNIVERSAL CYCLE - CERTIFICATION OF ACCOUNTANT
Name of Development:
Name of Accountant:
Address of Accountant:
Telephone of Accountant:
License Number of Signatory: State:
I certify that I am a licensed Certified Public Accountant with the requisite skills and
experience to provide the professional services needed by the Applicant to produce the units
proposed by this Application and that I have provided professional accounting services on
more than one previous affordable housing development and that, if this Application seeks
Housing Credits, I have prior experience with tax credit accounting procedures. I further
certify my willingness and intention to enter into good faith negotiations with the Applicant to
serve as the Accountant for this proposed Development and that the information provided
above is true and correct.
Accountant's Signature Date(mm/dd/yy")
Print or Type Name of Signatory
If this certificatian contains corrections or `white-out', or if it is scanned, imaged, altered, or
retyped,the Application will fail to meet threshold. The certification may be photocopied.
IIA1016(Rev.3-08)
Exhibit
67-4.1 CXa):67-2IA03(1)(a),FA.C.
EXHIBIT 25 SURVEYOR CERTIFICATION
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Browse : Food & Dining : Grocery& Food Stores : All Grocery & Food Stores
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1. Hannah Park Food Mart (904) 249-5144
501 Mayport Rd, Atlantic Beach, FL 0.17mi
2. C & C Fisheries (904) 246-1138
36 W 6th St, Atlantic Beach, FL 0.21 mi
3. Publix Super Market (904) 249-1725
985 Atlantic Blvd, Atlantic Beach, FL 0.38mi
4. Winn-Dixie (904) 241-4368
1209 Atlantic Blvd, Neptune Beach, FL 0.52mi
5. Latinos Grocery (904) 242-8707
1447 Mayport Rd, Atlantic Beach, FL 0.62mi
6. Italian Market (904) 241-8992
645 Atlantic Blvd, Atlantic Beach, FL 0.81 mi
7. King Food Discount 1 (904) 242-4799
31 Seminole Rd, Atlantic Beach, FL 0.76mi
8. Peterbrooke Chocolatier (904) 246-0277
363 Atlantic Blvd Ste 11, Atlantic Beach, FL 1L23mi
9. Judy Canova Seafood (904) 247-6812
2032 Andreau Rd, Atlantic Beach, FL 1.12mi
10. Turtle Island Natural Foods (904) 246-2441
363 Atlantic Blvd Ste 7, Atlantic Beach, FL 1.23mi
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Browse : Education : Elementary Schools
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1. Christ United Methodist Church (904) 249-5370
400 Penman Rd, Neptune Beach, FL 0.68mi
2. Neptune Beach Elementary- (904) 247-5954
1515 Florida Blvd, Neptune Beach, FL 0.67mi
3. Atlantic Beach Elementary Schl (904) 247-5924
298 Sherry Dr, Atlantic Beach, FL 1.10mi
4. Beaches Chapel Christian Schl (904) 241-4211
610 Florida Blvd, Neptune Beach, FL 1.31 mi
5. Community Presbyterian Pre Sch (904) 241-7335
150 Sherry Dr, Atlantic Beach, FL 1.1 1mi
6. Fletcher High School (904) 247-5905
700 Seagate Ave, Neptune Beach, FL 1.66mi
7. Montessori Tides (904) 241-1139
1550 Penman Rd, Jacksonville Beach, FL 1.80mi
8. Alimacani Elementary School (904) 221-7101
2051 San Pablo Rd S, Jacksonville, FL 1.95mi
9. San Pablo Elementary School (904) 247-5947
801 18th Ave N, Jacksonville Beach, FL 1.79mi
10. Beaches Episcopal School (904) 246-2466
1150 5th St N, Jacksonville Beach, FL 2.28mi
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Browse : Home & Family : Family Services : Child Care Services : Daycare Centers & Nurseries
m
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1. Kinder Care Learning Ctr (904) 249-0888
2 Atlantic Ct, Atlantic Beach, FL 0.25mi
2. Monument Christian Academy (904) 247-0929
1509 Mayport Rd, Atlantic Beach, FL 0.72mi
3. Beaches Academy Child Care (904) 246-3885
1725 Penman Rd, Jacksonville Beach, FL 1.67mi
4. Isle of Faith Child Devmnt Ctr (904) 221-5437
1821 San Pablo Rd S, Jacksonville, FL 1.92mi
5. Little Explorers Preschool (904) 241-7075
2440 Mayport Rd, Atlantic Beach, FL 2.02mi
6. Bethlehem Lutheran Day Care (904) 249-1204
1423 8th Ave N, Jacksonville Beach, FL 2.25mi
7. Intercoastal Kids (904) 220-3993
13109 Professional Dr, Jacksonville, FL 2.68mi
8. St Paul's Catholic Chr Nursery (904) 249-2600
578 1 st Ave N, Jacksonville Beach, FL 2.86mi
9. Providence Child Care Ctr (904) 223-0809
3115 Discovery Way, Jacksonville, FL 3.30mi
10. Little Star Ctr For Child (904) 821-1617
3044 San Pablo Rd S, Jacksonville, FL 2.59mi
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Browse : Health & Beauty :Doctors & Clinics : All Doctors & Clinics
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1. GNC (904) 241-2237
993 Atlantic Blvd, Atlantic Beach, FL 0.38mi
2. Solantic Beaches (904) 241-0117
410 Atlantic Blvd, Neptune Beach, FL 1.15mi
3. Thorpe Marc W MD (904) 241-0117
410 Atlantic Blvd, Neptune Beach, FL 1.15mi
4. Tanner Millie (904) 247-1911
340 16th Ave N, Jacksonville Beach, FL 2.03mi
5. Prokes Randy J MD (904) 241-0117
410 Atlantic Blvd, Neptune Beach, FL 1.15mi
6. Whaley Walker L MD (904) 399-3646
13673 Longs Landing Rd W, Jacksonville, FL 1.80mi
7. Sall David L MD (904) 249-3755
258 3rd St, Neptune Beach, FL 1.24mi
8. Hitz Alison E MD (904) 241-0117
410 Atlantic Blvd, Neptune Beach, FL 1.15mi
9. Advanced Chiropractic (904) 249-5999
440 3rd St#A, Neptune Beach, FL 1.27mi
10. Family Care Partners (904) 270-0767
320 3rd St Ste B, Neptune Beach, FL 1.26mi
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Browse : Health & Beauty : Pharmacies
rn
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1. Publix Super Market (904) 249-1725
985 Atlantic Blvd, Atlantic Beach, FL 0.38mi
2. Walgreens (904) 247-1953
406 Atlantic Blvd, Neptune Beach, FL 1.19mi
3. CVS Pharmacy (904) 241-2461
414 Atlantic Blvd, Neptune Beach, FL 1.12mi
4. North Beaches Pharmacy (904) 241-5171
1510 Penman Rd, Jacksonville Beach, FL 1.86mi
5. Walgreens (904) 223-5017
14405 Beach Blvd, Jacksonville, FL 2.82mi
6. Walgreens (904) 220-6606
13255 Atlantic Blvd, Jacksonville, FL 2.46mi
7. Smart Pharmacy (904) 221-8686
1650 San Pablo Rd S, Jacksonville, FL 1.93mi
8. Publix Super Market (904) 223-0286
14444 Beach Blvd, Jacksonville Beach, FL 2.82mi
9. Publix Pharmacy (904) 221-5765
13170 Atlantic Blvd Ste 29, Jacksonville, FL 2.61 mi
10. Publix Super Market (904) 221-9821
13170 Atlantic Blvd, Jacksonville, FL 2.63mi
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2008 UNIVERSAL CYCLE LOCAL GOVERNMENT VERIFICATION OF STATUS
OF SITE PLAN APPROVAL FOR MULTIFAMILY DEVELOPMENTS
Mame of Development: ` >
Development Location: D� �" f G ` �� rz-
(At a minimum,provide the address assigned by the United S ostal Service,including the address number,street name and city,or if the 3 Zz 3 3
address has not yet been assigned,provide the street name,closest designated intersection and city)
Zoning Designation: � � ��l�j�'T`7 BR�` �u r' ""�i
Mark the applicable statement: J
1. 0 The above-referenced Development is new construction or rehabilitation with new construction
and the final site plan, in the zoning designation stated above,was approved by action of the
on
(Legally Authorized Body*) Date(mmfddlyyyy)
2. 0 The above-referenced Development is new construction or rehabilitation with new construction
and this jurisdiction provides either preliminary site plan approval or conceptual site plan
approval. The preliminary or conceptual site plan, in the zoning designation stated above,was
approved by action of the on
(Legally Authorized Body*) Date(mm/ddlyyyy)
3. The above-referenced Development is new construction or rehabilitation with new construction
and requires site plan approval for the new construction work. However,this jurisdiction
provides neither preliminary site plan approval nor conceptual site plan approval,nor is any
other similar process provided prior to issuing final site plan approval. Although there is no
preliminary or conceptual site plan approval process and the final site plan approval has not yet
been issued,the site plan, in the zoning designation stated above,was reviewed by//
(Legal uthorizedBody`) Date(mm`dd/yyyy)
4. 0 The above-referenced Development,in the zoning designation stated above,is rehabilitation
without any new construction and does not require additional site plan approval or similar
process.
* "Legally Authorized Body" is not an individual. Applicant must state the name of the City Council, County Commission, Board
Department,Division,etc.,with authority over such matters.
CERTIFICATION
I certify that the City/County of �gl7f%f 15;1rdhas vested in me the authority
(Name of atry or County)
to verify status of site plan approval as specified above and I further certify that the
informat' n stated abov is true and correct.
�. ��1�--
Signature Print or Ty e Name
U/ 2 C;L-7
Date (mm/d y) Print or Type Title
This certification must be signed by the applicable City's or County's Director of Planning and Zoning, chief appointed
official (staff) responsible for determination of issues related to site plan approval, City Manager, or County
ManagerfAdniinistrator/Coordinator. Signatures from local elected officials are not acceptable,nor are other signatories. If
this certification is applicable to this Development and it is inappropriately signed,the Application will fail to meet threshold.
If this certification contains corrections or`white-out',or if it is scanned,imaged,altered,or retyped,the Application will fail
to meet threshold the certification maybe photocopied.
UA1016(Rev.3-08) Exhibit 26
67.4M4(1)W;67-21.0DX1xa),FAC.
2008 UNIVERSAL CYCLE - LOCAL GOVERNMENT VERIFICATION OF STATUS
OF PLAT APPROVAL FOR SINGLE-FAMILY RENTAL DEVELOPMENTS
Name of Development: � '� ��
Development Location:
(At a minimum,provide the address assigned by the United States Postal servic&fitcluding the address number,street name and city,or if the
address has not yet been assigned,provide the street name,closest designated intersection and city)
Mark the applicable statement:
1. 0 The above-referenced Development is new construction or rehabilitation with
new construction and the final plat was approved by action of
on
(Legally Authorized Body*) (Date—mm/dd/yyyy)
2. 0 The above-referenced Development is new construction or rehabilitation with
new construction and the preliminary or conceptual plat was approved by action
of on
(Legally Authorized Body*) (Date—mmfdd/yyyy)
3. The above-referenced Development is rehabilitation without any new
construction and does not require additional plat approval.
* "Legally Authorized Body"is not an individual Applicant must state the name of the City Council, County
Commission,Board,Department,Division,etc.,with authority over such matters.
CERTIFICATION
I certify that the City/County of 411,f 42 G &et e- has vested in me the
(Name ofSity or County)
authority to verify status of plat approval as specified above and I further certify that the
information above is true and correct.
Soh VA V�,>°?&a
Signat&10ure OSS P /Q n r7/",I
Date ( lddr y) Print or Type Title
This certification must be signed by the applicable City's or County's Director of Planning and Zoning, chief appointed
official (staff) responsible for determination of issues related to plat approval, City Manager, or County
Manager/A&ninistrator/Coordinator. Signatures from local elected officials are not acceptable,nor are other signatories. If
this certification is applicable to this Development and it is inappropriately signed,the Application will fall to meet threshold.
If this certification contains corrections or`white-out',or if it is scanned,imaged,altered,or retyped,the Application will fail
to meet threshold The certification may be photocopied.
UA1016(Rev.3-08) Exhibit 3
67A.0X1X*):67-21WX1Xe),F.A.C.
EXHIBIT 27 DEED
RECORD AND RETURN TO
PREPARER OF THIS INSTRUMENT:
TIMOTHY P. KELLY, ESQ.
1016 La Salle Street
Jacksonville, Florida 32207
Doc#2006287361,OR BK 13462 Page 2036,
Real Estate Tax I.D. No. 177649-0000 Number Pages:3
Filed&Recorded 081162006 at 04:05 PM,UVAL COUNTY
JIM FULLER CLERK CIRCUIT COURT D
RECORDING
DEED DOC ST $38500.00
Above Space for Clerk's Recording
WARRANTY DEED
THIS WARRANTY DEED made this !o�'day of August, 2006, by CLIFTON
PALMS, LLC, a Florida limited liability company, hereinafter called Grantor, and whose
address is 7417 Clifton Quarry Drive, Clifton,VA 20124 to 3952 MAYPORT ROAD, LLC,
a Florida limited liability company, hereinafter called Grantee and whose address is 2275
Atlantic Boulevard, Suite 100, Neptune Beach, FL 32266.
(Wherever used herein the term"grantor"and"grantee"include all the parties to this instrument and the heirs,
legal representatives and assigns of individuals,and the successors and assigns of corporations)
WITNESSETH:
THAT the Grantor, for and in consideration of the sum of Ten and NO/100 Dollars, and
other valuable considerations, receipt whereof is hereby acknowledged, hereby grants, bargains,
sells, aliens, remises, releases, conveys and confirms unto the Grantee, all that certain land
situate, lying and being in Duval County, Florida, viz:
Legal Description Attached As Exhibit "A"
SUBJECT TO taxes accruing subsequent to December 31, 2005.
SUBJECT TO covenants, restrictions and easements of records, if any; however, this
reference thereto shall not operate to reimpose same.
TOGETHERwith all the tenements,hereditaments and appurtenances thereunto belonging
or in anywise appertaining.
TO HAVE AND TO HOLD the same in fee simple forever.
AND the Grantor hereby covenants with said Grantee that the Grantor is lawfully seized of
said land in fee simple;that the Grantor has good right and lawful authority to sell and convey said
land; that the Grantor 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 of all encumbrances.
Initials: � �<
IN WITNESS WHEREOF, the said Grantor has signed and sealed these presents the day
and year first above written.
Signed, sealed and delivered in our presence:
CLIFTON PALMS, LLC, a Florida limited
liability company
By:
WITNESS: duo - '� Suni 4o �i
Its: Managing Member
WITNESS: �0.</1✓ 3`- Cf1 if�r�
STATE OF FLORIDA
COUNTY OF DUVAL
The foregoing instrument was acknowledged before me this 16 day of August, 2006, by
Sunil V. Kologi, as Managing Member of Clifton Palms, LLC, a Florida limited liability company.
He produced Driver License as identification.
r v
,;,' !k, DONNA F.GAMIER
* ' * MY cOMMISSION I DD 441772.
EXPIRES:July 7,2W9
Notary Public
N%rdThBudetN
BonderugMerySamces My Commission Expires:
E�F7� My Commission Number:
EXHIBIT A
That certain piece,parcel or tract of land situate,lying and being in the City of Jacksonville,County of Duval
and State of Florida,being more particularly described as follows:
A tract ofland lying in the Castro Y.Ferrer Grant,Section 18,Township 2 South,Range 29 East,Atlantic Beach,
Duval County, and more particularly described as follows:
For a point of reference commence at the intersection ofthe Northerly line of Atlantic Boulevard and the Easterly
line of Mayport Road;thence run North 20°28'35"East along said Easterly line of Mayport Road,a distance
of 3 60 feet to a point of beginning;thence run North 89° 19'35"East parallel to said Northerly line of Atlantic
Boulevard,a distance of 612.3 8 feet;thence run North7°04125'i-West,a distance of 691.90 feet;thence run North
69° 31'25" West, a distance of 251.01 feet to the Easterly right of way line of said Mayport Road; thence run
South 20° 28' 35" West along said Easterly line of Mayport Road, a distance of 834.36 feet to the Point of
Beginning.
1
2008 UNIVERSAL CYCLE - VERIFICATION OF AVAILABILITY
OF INFRA TRUCTURE-WATER
Name of Development:
Development Location: Q;- '2
(At a minimum,provide the address assigned by the United States Postal Service,including the address number,street name and city,or if the
address has not yet been assigned,provide the street name,closest designated intersection and city)
The undersigned service provider confirms that on or before
Date(m&16dlyy y)
1. Potable water is available to the proposed Development.
2. There are no impediments to the proposed Development for obtaining potable
water service other than payment of hook-up or installation fees, line extensions to
be paid for by the Applicant in connection with the construction of the
Development, or other such routine administrative procedure.
3. To the best of our knowledge, no variance or local hearing is required to make
potable water available to the proposed Development
4. To the best of our knowledge,there are no moratoriums pertaining to potable
water which are applicable to the proposed Development.
CERTIFICATION
I certify that the for going i mation is true and correct.
Signature Da (mmicwyyyy) Name o Entity Providing Service
'D Onna, L kZ ni o� - 1200 1 a .ider
Print or Type Name Address
Print or Type Title
Telephone Number(including area code)
This certification may not be signed by the Applicant,by any related parties of the Applicant,or by any Principals
or Financial Beneficiaries of the Applicant. In addition,signatures from local elected officials are not acceptable.
If the certification is applicable to this Development and it is inappropriately signed, the Application will fail
threshold
If this certification contains corrections or `white-out', or if it is scanned, imaged, altered, or retyped, the
Application will fail to meet threshold. The certification may be photocopied
UA1016(Rev.3-08) ]:ldubit--+--
67.48M4(1Xa):67-2I.003(lRa).FA.C.
2008 UNIVERSAL CYCLE - VERIFICATION OF AVAILABILITY OF
INFRASTRUCTURE- SEWER CAPACITY,PACKAGE TREATMENT, OR SEPTIC TANK
Name of Development:
Development Location: 452
(At a minimum,provide the address assigned by the United States Poa Service,including the address number,street name and city,or if the
address has not yet been assigned,provide the street name,closest designated intersection and city) p
The undersigned service provider or permitting authority confirms that on or beforeO
Dat4( d—/ yyy)
1. Sewer Capacity,Package Treatment, or Septic Tank is available to the proposed
Development.
2. There are no impediments to the proposed Development for obtaining the specified
waste treatment service other than payment of hook-up or installation fees, line
extensions to be paid for by the Applicant in connection with the construction of the
Development, or other such routine administrative procedure.
3. To the best of our knowledge, no variance or local hearing is required to make this
service available to the proposed Development.
4. To the best of our knowledge, there are no moratoriums pertaining to this service,
which are applicable to the proposed Development.
CERTIFICATION
I certify that the f regomg mf ation is true and correct.
*mm/dd/yM)Signature -DaatName Entity Providing Service
1,200
Prior Type Name Address
-U.be"
Print or Type Tit]
Telephone Number(including area code)
This certification may not be signed by the Applicant,by any related parties of the Applicant,or by any Principals
or Financial Beneficiaries of the Applicant. In addition,signatures from local elected officials are not acceptable.
If the certification is applicable to this Development and it is inappropriately signed, the Application will fail
threshold
If this certification contains corrections or `white-out', or if it is scanned, imaged, altered, or retyped, the
Application will fail to meet threshold. The certification may be photocopied
UA1016(Rev.3-08) Exhibit
67-4SA0CXa);67-21 AO!1X4 FA.C.
2008 UNIVERSAL CYCLE - VERIFICATION OF AVAILABILITY OF
INFRASTRUCTURE-ROADS
Name of Development: ZDevelopment Location: <�L o' • /�� O-�!I`f�G�+�a e!� T �az3
(At a minimum,provide the address assigned by the United States al Service,incl ding the address number,street name and city,or if th/
address has not yet been assigned,provide the street name,closest designated intersection and city) n
The undersigned local government representative confirms that on or before 401//0 v d Z.: ex/'-5/"y
Date(mmiddlyyyy)
I. Existing paved roads provide access to the proposed Development or paved roads
will be constructed as part of the proposed Development.
2. There are no impediments to the proposed Development using the roads other than
payment of impact fees or providing curb cuts, turn lanes, signalization, or
securing required final approvals and permits for the proposed Development.
3, The execution of this verification is not a granting of traffic concurrency approval
for the proposed Development
4. To the best of our knowledge, there are no moratoriums pertaining to road usage
which are applicable to the proposed Development.
CERTIFICATION
Wcerti that the foregoing information is true and correct. 1T/e- ?ea e-
ge Date(mmladryyyy) Name of L6dl Government
Sem ►� a.. 1�v�R2 fsoo Se.�:�ol� �oaa�
Print or Type Name Address
f-/
"JIMJoTi
Print or Typee
Telephone Number(including area code)
This certification may not be signed by the Applicant,by any related parties of the Applicant,or by any Principals
or Financial Beneficiaries of the Applicant. In addition,signatures from local elected officials are not acceptable.
If the certification is applicable to this Development and it is inappropriately signed, the Application will fail
threshold
If this certification contains corrections or `white-out', or if it is scanned, imaged, altered, or retyped, the
Application will fail to meet threshold The certification may be photocopied.
UA1016(Rev.3-08) Exhibit 1
67.4 M1K1Xa);67-"03(1xa).FAC.
2008 UNIVERSAL CYCLE - LOCAL GOVERNMENT VERIFICATION THAT
DEVELOPMENT IS CONSISTENT WITH ZONING AND LAND USE REGULATIONS
Name of Development:
Development Location:
(At a minimum,provide the address assigned by the United States Atfal Service,including the address number,street name and city,or if the
address has not yet been assigned,provide the street name,closest designated intersection and city)
The undersigned Local Government official confirms that:
(1) The number of units (not buildings) allowed for this development site(if restricted)is: !Gw
and/or
if a PUD,the number of units(not buildings) allowed per development site is: /7 G!
or
if not a PUD and development site is subject to existing special use or similar permit,number
of units allowed for this development site is: ",4 ; and
(2) The zoning designation for the referenced Development site is — and
(3) The intended use is consistent with current land use regulations and the referenced zoning
designation or, if the Development consists of rehabilitation, the intended use is allowed as a
legally non-conforming use. To the best of my knowledge, there are no additional land use
regulation hearings or approvals required to obtain the zoning classification or density
described herein. Assuming compliance with the applicable land use regulations,there are no
known conditions which would preclude construction or rehabilitation (as the case may be) of
the referenced Development on the proposed site.
CERTIFICATION
I certify that theo aunty of 1T//4/1 1'4- 15ela Ch has vested in me the authority
(Name of City(County)
to verify consistency with local land use regulations and the zoning designation specified above or, if
the Development consists of rehabilitation, the intended use is allowed as a "legally non-conforming
use and I further certify that the foregoing information is true and correct. In addition, if the proposed
Development site is in the Florida Keys Area as defined in Rule Chapters 67-21 and 67-48, F.A.C., I
further certify that the Applicant has obtained the necessary Rate of Growth Ordinance (ROGO)
allocations fro the Local Govft nt.
a
Signature Date(mnvd yyyy)
Son a- oee-/?Ia- 21-2ee7�40
Print or Type 14ame Print or Type Title
This certification must be signed by the applicable City's or County's Director of Planning and Zoning, chief
appointed official (staff)responsible for determination of issues related to comprehensive planning and zoning,
City Manager, or County Manager/Administrator/Coordinator. Signatures from local elected officials are not
acceptable, nor are other signatories. If the certification is applicable to this Development and it is
inappropriately signed,the Application will fail to meet threshold.
If this certification contains corrections or `white-out', or if it is scanned, imaged, altered, or retyped, the
Application will fail to meet threshold The certification may be photocopied.
VA1016(Rev.3-08) mdub>t —2
67.4 44(1)(*);67-21.0U3(1xa),FAC.
2808 UNIVERSAL CYCLE - VERIFICATION OF ENVIRONMENTAL
SAFETY-PHASr��r NVIRROONEN[T,,AL SITE ASSESSMENT
/
Name of Development L' //s/� /'✓
Development Location:
(At a minimum,provide the address assigned by the United SttdPostal Service,inclu'dingthe address number,street name and aty,or if the
address has not yet been assigned,provide the street name,closest designated intersection and city)
As a representative of the firm that performedthe Phase I Environmental Site Asses sment(ES ) -Phase I ESA of the above
referenced Development site was conductedby the undersigned environmental firm as of and
(Dat;/of P e I ESA—mmlddlyyyy)
such Phase I ESA meets the standards of ASPM Practice#&1527-05.
Check all that apply in Items 1,2 and 3 below.
1. If the Phase I ESA is over 12 months old from the Application Deadline for this Application,has the site's environmental
condition changed since the date of the original Phase ESA?
❑ Yes ❑ No
If"Yes",to demonstrate the condition of the site,the signatory must answer question(1)or(2)below.
❑ (1) an update to the original Phase I ESA was prepared on (Date-mmlddryyyy)
(Date of update must be within 12 months of the Application Deadline for this Application),or
❑(2) a new Phase I ESA was prepared on (Date-mm/ddlyyyy)
(Date of new Phase I ESA must be within 12 months of the Applicati on Deadline for this Application).
Note: The Corporation will not consider a Phase II ESA to be a substitute for the updatedPh.I ESA or new Ph.I ESA-
2.
SA2. If there an one or more existing buil dings on the proposed site,the presence or absence of asbestos or asbestos containing
materials andleadbased paint must be addressed either as apart of the Phase I ESA or as a separate report. The signatory must
indicate which of the following(Item a.orb.)applies:
❑a. the Phase I ESA referenced above addresses the presence or absence of asbestos or asbestos containing materials and
lead based paint;or
❑b. separate report(s)addressing the presence or absence of asbestos or asbestos containing materials and lead-based paint have
been prepared and the undersigned has reviewed the separate report(s). Such separate report(s)may or may not be
incorporated by reference in the Phase I ESA.
3. If the Phase I ESA disc]oses potential problems(including,but not limitedto asbestos or asbestos containing materials,lead-based
paint,radon gas,etc.)on the proposed site,the signatory must indicate which of the following(Item a,b.,or c.)applies:
❑ a environmental safety conditions on the site require remediation and a plan that includes anticipated costs and estimated
time needled to complete the remediation has been prepared,either as a part of the Phase I ESA or as a separate report;
or
❑ b. a Phase II ESA is required or recommended(the firm that performed the Phase II ESA,even if it is the same firm that
prepared the Phase I ESA,MUST complete and execute the Phase II Environmental Site Assessment Verification);or
C. although environmental safety conditions exist on the site,no remediation or further study is required or recommended
CERTIFICATION
I certify that the foregoing information is true and correct.
Authorized Signature Da (m ddtyyyy) Name of Firm that Performed the Phase I/BSA r
Print or Type Name of Signatory Address of E vironmental Firm(street address,city,state
Print or Type Title of Signatory Telephondliumber Including Area Code
This certification must be signed by a representative of the firm that performed the Phase I ESA for the proposed Development location. If
this certification contains corrections or'white-out',or if it is scanned imaged,altered,or retyped,the Application will fail to meet threshold.
The certification may be photocopied
UA1016(Rev.3-08) Exhibit 33
67-4&Z45 Xnl;67.21 J0aX1Xd,FAC.
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ENVIRONMENTAL SERVICES, INC.
April 11, 2006
Mr. Arvin Soltani
Mr. Jeff Klotz
SOLTUDLER, LLC
296 Royal Palms Drive
Atlantic Beach, Duval County, Florida 32233
RE: Phase I Environmental Site Assessment (ESA) Update
Vacant Apartment Property/Former Palms at Mayport
3952 Mayport Road
Atlantic Beach, Duval County, Florida
RE#: 177649 0000
Dear Sirs:
Aerostar Environmental Services, Inc. (AEROSTAR)has performed a Phase I Environmental Site
Assessment (ESA) Update at the above referenced property, in conformance with the scope and
limitations of ASTM Practice E 1527-97 and E 1527-00.
The site inspection, additional regulatory database review, and interviews were conducted to verify
any changes in site conditions since completion of the Phase I Environmental Site Assessment,dated
September 21, 2005, by AEROSTAR. The subject site in the September 2005 Phase I ESA
consisted of the vacant, former Palms at Mayport apartments; the occupied Atlantic Arms
apartments; and three separate vacant parcels owned by Sunrise Community Evangelical Free
Church. The subject site in this update report consists of one parcel, the former Palms at Mayport
apartment complex, located at 3952 Mayport Road, Atlantic Beach, Duval County,Florida.
Based on the information obtained in preparing the original Phase I ESA, evidence of recognized
environmental conditions were noted in connection with the subject site: two low potential off-site
concerns from an underground storage tank(UST)facility and a registered Dry Cleaner facility and
one potential off-site concern from an unregistered former landfill facility. No on-site concerns were
noted in connection with the subject site. Since the update report encompasses the westernmost
parcel of the original subject site,the previously identified off-site concerns do not appear to be off-
site concerns to the subject site in this update investigation. No significant changes appeared to have
occurred at the subject site since the September 2005 Phase I ESA.
The following sections summarize our findings for the Phase I ESA Update.
Z:\PROJECTS\2006\0106-171-02\Update 2006.wpd
1.1181 St.Johns Industrial Parkwa3,,N. - Jacksonville,Florida 32246 - 904-565-2820 - Fax 904-565-2830
Mr. Arvin Soltani
Mr. Jeff Klotz
April 11, 2006
Page 2
1.0 SITE INSPECTION
Observations made during the site reconnaissance are based on a visual inspection of the property
conducted by Ms. Cherie O'Riordan, CFEA, REPA, Project Manager and Mr. Chris Whitehead,
Project Scientist, on March 27, 2006.
The subject site consists of one parcel (RE# 177649 0000) located at 3952 Mayport Road, Atlantic
Beach, Duval County, Florida. Access to the subject site was available from Mayport Road. The
driveway around the entire complex is called Atlantic Garden Circle and provides access to all of
the apartment units. Water, sewer, and electrical services are provided to the subject site by JEA.
Stormwater discharges to and from the subject site were not observed at the time of the site
inspection.
The subject site remains a boarded-up, vacant apartment complex with some units vandalized and
apparently inhabited by transients. The site consists of 25 apartment units, an office, a swimming
pool, and a small building formerly used as a laundromat. A small pool pump house appeared to
have been used as a maintenance/storage area in the past; however, no containers or stained areas
were observed at the time of our inspection. No USTs or aboveground storage tanks (ASTs) were
observed at the time of the site inspection. During the site inspection,no visual evidence suggested
that petroleum products or hazardous substances were formerly used, stored, or disposed of at the
subject site. Discarded debris was observed around the apartment complex consisted mostly of
furniture, mattresses, and some household trash.
The adjoining properties observed during this update investigation appear the same as in the
September 2005 Phase I ESA. The subject site is bordered by Choi's Chinese Food restaurant to the
north; Atlantic Arms Apartments to the east; mini-storage units and Ashland Center(multi-tenant
commercial center) to the south; and Skate Lab, mini-storage units, Fleet Reserve Association, a
night/club bar, and a portion of a mobile home park,followed by Mayport Road to the west. During
the site inspection, no conditions of concern were observed on the accessible portions of the
adjoining properties.
A Site Plan is provided as Figure 1. Photographic documentation of the site inspection is included
in Appendix A.
2.0 REGULATORY REVIEW
A database search of surrounding areas, as defined by ASTM Standard E 1527-97 and E 1527-00,
was performed as part of the Phase I ESA Update. A search of the following databases was
conducted to help determine if recognized environmental conditions may exist on or immediately
adjacent (see radius specifications) to the subject site:
• The National Priorities List (NPL) (1-mile radius)
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Mr. Arvin Soltani
Mr. Jeff Klotz
April 11, 2006
Page 3
• The Federal Comprehensive Environmental Response,Compensation, and Liability
Information System (CERCLIS) (1/2-mile radius)
• The RCRA Corrective Actions and Associated TSD List (CORRACTS-(TSD)) (1-
mile radius)
• Resource Conservation and Recovery Act (RCRA) Permitted Treatment, Storage,
Disposal Facilities List (TSD) (1/2-mile radius)
• RCRA registered large generators (LG GEN) and small generators (SM GEN) of
hazardous waste (property & adjoining property)
• The Emergency Response Notification System of spills (ERNS) (property only)
• The Florida State Equivalent Priority List (SPL) (1-mile radius)
• The Florida State Equivalent CERCLIS List (SCL) (1/2-mile radius)
• The Florida Solid Waste Landfills Facilities Database (SWLF) (1/2-mile radius)
• Any state listing of registered above/underground storage tanks (AST/UST) and
leaking underground storage tanks(LUST)(subject site and adjoining properties, and
1/2-mile radii, respectively)
No NPL,CORRACTS,RCRA-TSD,ERNS,SCL,SPL,SWLF,Priority Cleaners or UST sites were
identified within the ASTM-specified search radii for this site.A total of four RCRIS-S QG facilities,
four LUST facilities,and one registered Dry Cleaner facility were listed in the EDR report;however,
only two of the RCRIS-SQG facilities, two of the LUST facilities and the one registered Dry
Cleaner facility were located within the minimum ASTM-search distances for the subject site. These
facilities are discussed below:
McCormick Paint and Body, Inc., EPA ID#FLD984175752, is a SQG facility located at 1089
Atlantic Boulevard on the southern adjoining property. No violations were listed for this facility.
R&M Auto,EPA ID#FLD982135246,is a SQG facility located at 1089 Atlantic Boulevard on the
southern adjoining property. No violations were listed for this facility.
Ocean Cleaners,Inc.,FDEP ID#9500139,is a registered dry cleaning facility located in a shopping
center(1505 Atlantic Boulevard) approximately 800 feet southeast of the subject site. The facility
is not listed in the state-funded Drycleaning Solvent Cleanup Program. Based on topographic maps,
Z:\PROJECTS\2006\0106-171-02\Update 2006.wpd
Mr. Arvin Soltani
Mr. Jeff Klotz
April 11, 2006
Page 4
this facility is located in an apparent down-gradient location from the subject site and therefore, is
not suspected of negatively impacting the subject site at this time.
Hannah Park Food Mart, FDEP ID#8507224, is a LUST facility located at 501 Mayport Road,
approximately 200 feet north of the subject site. The facility is listed as having a discharge date of
November 9, 1990, a priority cleanup score of 55,the cleanup status is "ongoing" and all four tanks
at the site removed. A Template Site Assessment Report Update, dated September 2002, depicts
groundwater flow to the northeast, away from the subject site, and the petroleum contamination
confined to this impacted site. Based on information reviewed during this investigation,this facility
is not suspected of negatively impacting the subject site at this time.
First Coast Energy #3039, FDEP ID#8507476, is a LUST facility located at 1120 Atlantic
Boulevard, approximately 1600 feet west of the subject site. The groundwater flow is depicted to
the northeast in a Template Site Assessment Report, dated January 2003, and the petroleum
contamination confined to this impacted site. Based on information reviewed during this
investigation, this facility is not suspected of negatively impacting the subject site at this time.
A copy of the Environmental Data Resources (EDR) Database Report is included as Appendix B.
3.0 INTERVIEWS
According to the Duval County Property Appraiser's Office property card,the subject site currently
is owned by Clifton Palms, LLC„ who was the property owner at the time of the September 2005
Phase I ESA. AEROSTAR interviewed Dr.N. Kologi of Clifton Palms,LLC. Dr.Kologi stated that
he was not aware of any environmental concerns for the subject site. He said that the site has always
been residential and that the apartments had been built in 1960 and were largely occupied by military
families stationed at nearby Mayport Naval Station. Dr. Kologi reported that "the city wanted the
apartments fixed up,"but he said he did not think it was possible to renovate the existing structures.
Instead, he said, condominiums were going to be constructed on the subject site.
During the September 2005 Phase I ESA investigation, AEROSTAR had interviewed Mr. Dwight
Wilson, historian of the Beaches Area Historical Society, regarding the subject site vicinity,
particularly any historical facilities of environmental concern. Mr. Wilson had indicated that a
landfill had operated in the 1960s and 1970s,approximately 1,500 feet east of the subject site where
the present-day Atlantic Village Shopping Center is located. This former facility was identified as
a potential off-site concern in the September 2005 Phase I ESA because it was closer to the original
subject site(approximately 500 feet to the east) that included additional parcels to the east. Based
on the distance of this former facility to the current subject site, this facility is not suspected of.
impacting the subject site at this time.
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Mr. Arvin Soltani
Mr. Jeff Klotz
April 11, 2006
Page 5
4.0 SITE HISTORY
4.1 Historical Aerial Photographs
Aerial photographs were reviewed for the September 2005 Phase I ESA to help establish prior land
use and for evidence of facilities, processes or surface features which might indicate the storage or
usage of hazardous materials. The most recent aerial photograph available to AEROSTAR is the
2005 aerial photograph,obtained from the Duval County Property Appraiser's Office website. This
aerial photograph was reviewed and summarized in the September 2005 Phase I ESA.
4.2 Sanborn Fire Insurance Maps
Sanborn Fire Insurance Maps help to determine the types of operations historically associated with
the area. Sanborn Fire Insurance Maps did not provide coverage of the subject site.
4.3 Chain of Title
A review of Chain of Title records was not performed as part of this investigation.
4.4 City Directories
City Directories help to determine the types of operations historically associated with the area. The
last available year of the Jacksonville Beaches City Directory editions was 1991. The 2005
Jacksonville City Directory covers Jacksonville Beach; however, no listings were found for the
subject site.
5.0 LIMITATIONS
AEROSTAR has prepared this Phase I ESA Update for SOLTUDLER, LLC, hereafter referred to
as the Client. AEROSTAR's assessment update represents a review of certain information relating
to the subject site that was obtained by methods described above and did not include sampling or
other monitoring activities at the property. While AEROSTAR has used reasonable care to avoid
reliance upon data and information that is inaccurate,AEROSTAR is not able to verify the accuracy
or completeness of all data and information available during the investigation and some of those
conclusions would be different if the information upon which they are based is determined to be
false, inaccurate or incomplete.
AEROSTAR makes no legal representations whatsoever concerning any matter including, but not
limited to,ownership of any property or the interpretation of any law. AEROSTAR further disclaims
any obligations to update the report for events taking place after the time during which the
assessment was conducted.
Z:\PROJECTs\2006\0106-171-02\Update 2006.wpd
Mr. Arvin Soltani
Mr. Jeff Klotz
April 11, 2006
Page 6
This report is not a comprehensive site characterization and should not be construed as such. The
opinions presented in this report are based upon the findings derived from a site reconnaissance, a
limited review of specified regulatory records and historical sources, and comments made by the
interviewees.
Phase I ESA Updates,by their very nature, are limited. AEROSTAR has endeavored to meet what
it believes is the applicable standard of care, and, in doing so, is obliged to advise the Client of
Updated Phase I ESA limitations. AEROSTAR believes that providing information about
limitations is essential to help the Client identify and thereby manage its risks. Through additional
research, these risks can be mitigated - but they cannot be eliminated. AEROSTAR will, upon
request, advise the Client of the additional research opportunities available, their impact, and their
cost.
As noted above,the Phase IESA Update was conducted at the referenced subject site,and this report
was prepared for the use solely by the Client. The update was prepared in accordance with the
guidelines established in ASTM Standard E 1527-97 and E 1527-00.
This report shall not be relied upon by or transferred to any other party without the express written
authorization of AEROSTAR.
6.0 CONCLUSIONS
On March 27, 2006, AEROSTAR performed a site inspection at the referenced site to update the
Phase I ESA prepared by AEROSTAR dated September 21,2005. This update was conducted at the
vacant apartment parcel, RE# 177649 0000, located at 3952 Mayport Road, Atlantic Beach, Duval
County, Florida, in conformance with the scope and limitations of ASTM Practice E 1527-97 and
E 1527-00.
No NPL,CORRACTS,RCRA-TSD,ERNS,SCL,SPL,SWLF,or UST sites were identified within
the ASTM-specified search radii for this site. A total of two of the RCRIS-SQG facilities, two of
the LUST facilities and the registered Dry Cleaner facility were located within the minimum ASTM-
search distances for the subject site. Based on the information reviewed during this investigaiton,
none of the identified facilities are suspected of negatively impacting the subject site at this time.
No significant changes appear to have occurred at the subject site since the September 2005 Phase
I ESA.
Based on the information obtained in preparing this Phase I ESA Update Report,this assessment has
revealed no evidence of recognized environmental conditions in connection with the subject site.
Z:\PROJECTS\2006\0106-171-02\Update 2006.wpd
Mr. Arvin Soltani
Mr. Jeff Klotz
April 11, 2006
Page 7
AEROSTAR appreciates the opportunity to provide you with this Phase I ESA Update. If you have
any questions, please feel free to contact the undersigned at (904) 565-2820.
Sincerely,
AEROSTAR ENVIRONMENTAL SERVICES, INC.
Cherie O'Riordan, CFEA, REPA Richard D. McCann, P.G.
Project Manager Senior Project Manager
Z:TROJECTS\2006\0106-171-02\Update 2006.wpd
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JOB #: 0106-171-02
FIGURE 1 . SITE AND VICINITY PLAN
FORMER PALMS AT MAYPORT SCALE: NOT TO SCALE
AEROSTAK 3952 MAYPORT ROAD DATE: MARCH 2006
ENVIRONMENTAL SEFMCES. INC. ATLANTIC BEACH, FLORIDA DRAWN BY: C'OR
2008 UNIVERSAL CYCLE - LOCAL GOVERNMENT VERIFICATION OF AFFORDABLE
HOUSING INCENTIVES IMPACT OF POLICIES, ORDINANCES,REGULATIONS, OR PLAN
PROVISIONS ON COST OF AFFORDABLE HOUSING PROPERTIES OR DEVELOPMENTS
Name of Development: r'"7
Development Location:
(At a minimum,provide the address assigned by the United States Postal Service,including the address number,street name and city,or if the
address has not yet been assigned,provide the street name,closest designated intersection and city)
Name of City or County Government:
The referenced Local Government currently has aprocess,established by ordinance,resolution,plan,or policy,
that requires consideration of the impact of proposed policies,ordinances,regulations,or plan provisions on the
cost of affordable housing prior to adoption of such policies,ordl-nanres,regulations,or plan provisio
�o��✓�th�nsiv� /5/�n�
CERTIFICATIO �,/v it.S!h�' ��l eyn✓r7t
I certify dthat above information is true and correct
son � �D e2
Sign re Print orThe Name
19411,) -3 ZUO �2ec�v/Z.
Date(mm/ } Print or Type Title
This certification must be signed by the chief appointed official(staff)responsible for issues related to
this incentive, Mayor, City Manager, County Manager/Administrator/Coordinator, or Chairperson of
the City Council/Commission or Chairperson of the Board of County Commissioners. Other
signatories are not acceptable. Zero points will be awarded. Signatory must be a representative of the
local government that has enacted the incentive. For purposes of this form only, if a Development is
located within a municipality but the incentive is not available in the city, Applicant may use county
incentive. For example, if a Development is located in a town which does not have impact fee
requirements but the county has such requirements and they have a reduction or waiver of these fees
for affordable housing,the Applicant may submit a properly executed Local Government Verification
of Affordable Housing Incentives Form from the county.
The Applicant will not receive credit for this incentive and the Application will fail threshold if the
certification contains corrections or `white-out' or if the certification is scanned, imaged, altered, or
retyped. The certification may be photocopied.
UA1016(Rev.3-08) Exmblt <
67-A81A9 XQ.67-21MlXe),FA.C.
2015 COMPREHENSIVE PLAN
1 , .
F. HOUSING ELEMENT
EAR Based Amendment F-1 Housing Element GOPS
Adopted September 13, 2004 Ordinance Number 31-04-04
2015 COMPREHENSIVE PLAN _
F. Housing Element
Goals, Objectives and Policies
The City of Atlantic Beach shall encourage and support the provision of housing for all
residents of the City in accordance with the following Goals, Objectives and Policies,
Goal F.1
The City of Atlantic Beach shall provide opportunities for decent, safe and
sanitary housing in suitable neighborhoods at affordable costs to meet the needs
of the present and future residents of the City as well as ensure the stability and
integrity of sound residential neighborhoods.
4biective F.1 .1
Housing for Very Low, Low and Moderate Income Residents
Equal opportunity shall be provided to meet the housing needs of all existing and
future residents of the City of. Atlantic Beach, including housing for very low, low
and moderate-income families.
Policy F.1.1.1 The City shall support the efforts of the City of Jacksonville Housing
Commission and assist with efforts to determine needs and develop
sites and programs on a region-wide basis for housing for very low, low
and moderate-income persons.
Policy F.1.1.2 The City shall pursue Federal, state and local sources and joint public-
private partnerships to provide funding sources targeted for very low,
low and moderate-income housing.
Policy F.1.1.3 The City shall promote the use of alternative zoning techniques and
mechanisms to provide a mix of housing types within residential
neighborhoods..
Policy F.1.1.4 Pursuant to 9J-5,010 (3)(c)10, FAC, the City may enter into an
interlocal agreement with the City of Jacksonville (Duval County) for
the provision of affordable housing for very low, low and moderate-
income residents and special needs households to prevent the need to
increase residential densities within the Coastal High Hazard Area
(CHHA) in order to provide affordable housing to serve the City..
Policy F.1.1.5 The City shall continue to provide assistance and incentives where
possible to encourage new affordable housing and preservation of
existing housing stock through the CDBG funded housing rehabilitation
program and through assistance to organizations such as Beaches
Habitat and Builders Care.
EAR Based Amendment F-2 Housing Element GOPS
Adopted September 13, 2004 Ordinance Number 31-04-04
2015 COMPREHENSIVE PLAN
Policy F.1.1.6 The'City shall consider private and public partnerships, particularly as
may be necessary and appropriate, to address the City's affordable
housing needs in response to:
(a) Market driven limitations, where meeting the needs for affordable
housing is not economically feasible due to exceptionally high
property values related to the City's coastal location.
(b) Meeting the needs for affordable housing is not feasible due to
limitations of residential density within the Coastal High Hazard
Area.
Obiective F.1 .2
Navy Housing Needs
The City shall assist developers in responding to the special housing needs of
Navy personnel'
Policy F.1.2.1 The City shall maintain lines of communication between the Navy
Planning Officer and the City of Atlantic Beach to allow for the
assessment of impacts resulting from growth of Naval Station Mayport
and the increase in housing needs of the City.
Obiective F.1 .3
Group Homes and Foster Care Facilities
Sites for group homes and foster care facilities shall be available at suitable
locations to ensure that the needs of persons requiring such housing are met.
Policy F.1.3.1 The City shall allow the location of group homes and foster care
facilities in multi-family residential zoning districts in a manner, which is
consistent with the intent of such districts so as to ensure harmonious
development patterns and, at the same time, assure healthful,
convenient, and pleasant environments for residents of such housing..
Policy F.1.3.2 The City shall allow the placement of group homes in Planned Unit
Developments.
Obiective FAA
Displacement of Housing and Businesses
Uniform and equitable treatment shall be provided by the City to persons and
businesses displaced by City activities and programs in accordance with Florida
Statutes and Federal law, and comparable relocation housing shall be provided as
required to comply with such laws and to meet demonstrated needs.
Policy F.1.4.1 The City shall discourage redevelopment and demolition practices that
significantly reduce existing housing stock in older neighborhoods and
EAR Based Amendment F-3 Housing Element COPS
Adopted September 13, 2004 Ordinance Number 31-04-04
2015 COMPREHENSIVE PLAN
that result in the displacement of very low, low and moderate-income
residents or special needs households.
Policy F.1.4.2 The City shall monitor all redevelopment and demolition activity to
ensure that comparable relocation housing is available in accordance
with federal regulations, regardless of whether federal monies are
involved in the activity.
foal F:.2
The City shall encourage the preservation and protection of housing of historic
signiiflcanice as,we111 as other, co.rnponents of the,exist.iing housing_ Inventory.'
Objective F.2.1
Hitttori,cally. Significant Hiousiingi
The City shall encourage the preservation and protection of historically significant
housing, which has been identified within The Historic, Architectural Resources Survey
of the Beaches Area and shall promote the use of such housing for continued residential
use.
Policy F.2.1.1 The City shall discourage development actions that have the potential
to destroy or irretrievably damage the City's historic and architectural
resources.
Policy F.2.1.2 The City shall coordinate with the State Department's Division of
Historical Resources to further the identification and preservation of
historically significant sites or structures, and if appropriate, nominate
such sites or structures to the National Register of Historic Places.
Policy F.2.1.3 The City shall encourage the rehabilitation and adaptive reuse of
historically significant housing.
Obiective F.2.2
Existing Housing. Stock
The City shall undertake housing conservation and rehabilitation of existing
housing stock, but shall also require demolition when rehabilitation is not
possible or economically feasible, particularly within areas of the City where there
exists a significant concentration of substandard housing that contributes to
negative neighborhood or environmental conditions.
EAR Based Amendment F-4 Housing Element GOPS
Adopted September 13, 2004 Ordinance Number 31-04-04
2015 COMPREHENSIVE PLAN
Policy F.2.2.1 The City shall continue to enforce Florida Building Codes and other
local ordinances and State laws to ensure adequate maintenance of
residential properties and neighborhood enviironme:nts.,
Policy F.2.2.2 The City shall schedule and concentrate capital improvements to
coincide with housing improvement and financial incentive programs
as needed to maintain and upgrade the quality of existing
neighborhoods,.
Policy F.2.2.3 The City shall encourage individual homeowners and private
developers to increase private reinvestment, which shall upgrade and
enhance the structural quality and aesthetic conditions of existing
hous:ingi and existing;, neighborhoods,
Policy F,2.2.4 The City shall continue to rigorously enforce its Land Development
Regulations, Florida Building Codes and other applicable laws as a
meansof dieterriingl the:dete:rioration of existi;ngi housing stock..
Policy F.2.2.5 The City shall continue to encourage redevelopment and new
development of housiogi uniits wifthiin the.;Sectiw H (Mla,rsh, Oaks) area:..
Policy F.2.2.6 The City shall continue to pursue available funding sources, such as
the Community Development Block Grant Program (CDBG) funds, to
upgrade housing conditions and infrastructure in the Section H (Marsh
Oaks)area_
Policy F..2.2.7 The City shall support the efforts of community based organizations
and neighborhood improvement initiatives, which will contribute to the
stabilization, conservation, enhancement and improvement of existing
housing, structures andl other phys lcad fadilifies:within neighborhoodgs,
EAR.Based Amendment Housing Element GOP$
Adlopiedl sePtem,be 113,2004 Ordinance Nurnber 31-04-04,
2008 UNIVERSAL CYCLE - COMMITMENT TO DEFER DEVELOPER FEE
l R113 � �_commits to defer up to
(Name of Developer)
$ �(� y Oof its Developer fee to offset any funding shortfall until the closing
of permanent financing for /'-'05
(Name ofDevelopment)
Additionally, the Developer identified above commits to defer up to$
t0
fill any funding shortfall after closing of permanent financing for the Development identified
above.
the undersigned, certify that I
(Print or Type Name)
have the authority to make this commitment on behalf of the above-named Developer.
4nature-
� Date( yy y)
NOTE: If the proposed Development will have more than one Developer and the
Developers are committing to defer some or all of the Developer fee, each
Developer must complete and provide a Commitment to Defer Developer
Fee form.
If this certification contains corrections or `white-out', ar if it is scanned, imaged, altered, or
retyped,the Application will fail to meet threshold. The certification may be photocopied.
Exhibit ry
UA1016(Rev.3-08)
67.48.004(1XQ.67-21.00X1}(4),FAC.