palm city gardens apartments - florida housing · note the applicant amst pto\,de this fonn as...

$: Palm City Gardens Apartments - Florida Housing · NOTE The Applicant amst pto\,de this fonn as Anacluncnt 1 to the RF A. ... operates the Palm City Gardens Apartments, ... 2196 Pauldo$
2015-229E

Florida Housing Finance Corporation

Request/or Applications 2015-102

Elderly Housing Community Loan

Copy

Palm City Gardens Apartments Fort Myers, Florida

Applicant: Dunbar Improvement Association, Inc.

March 17, 2015

Page 1 o/3

Applicant Certification and Acknowledgement Form

a. The Applicant certifies that the proposed Development can be completed and operating within the development schedule and budget submitted to the Corporation.

b. The Applicant acknowledges and certifies that the following information will be provided as outlined in the invitation to enter credit widerwriting:

( 1) The Development type;

(2) The unit mix for the proposed Development (number of bedrooms per unit. number of baths per unit. and number of units per bedroom type):

(3) 1'iotification of the percentage ofownership of the Principals of the Applicant:

( 4) Submission of the required plan for relocation of existing tenants. as outlined in Section FowA.3 .c.(2) and Item 6 of Exhibit C of the RFA: and

(5) Submission of the current rent roll for the Development. as outlined in Section Four A.3.c.(2) of the RFA

c. By submitting the Application. the Applicant acknowledges and certifies that:

( 1) The proposed Development will meet all state building codes. including the 2012 Florida Accessibility Code for Building Construction. adopted pursuant to Section 553.503. F.S .. the Fair Housing Act as iniplemented by 24 CFR Part 100. Section 504 of the Rehabilitation Act of 1973 pursuant to Rule Chapter 67-48, F.A.C .. and the Americans with Disabilities Act of 1990 as implemented by 28 CFR Part 35. incorporating the most recent amendments. regulations and rules:

(2) The Applicant irrevocably commits to provide housing to Elderly persons aged 62 or older:

(3) The name of the Applicant entity stated in the Application may be changed only by written request of an Applicant to Corporation <;taff and approval of the Board after closing:

( 4) If the Applicant applies as a Non-Profit entity it must remain a Non-Profit entity as set out in Rule Chapter 67-48. F.A.C.:

(5) The success of an Applicant in being selected for funding is not an indication that the Applicant will receive a positive reconunendation from the Credit Underwriter or that the Development Team's experience, past performance or financial capacity is satisfactory. The past performance record. financial capacity. and any and all other matters relating to the Development Team. which may consist of Applicant. Management Company. General

RFA 2015-102

Page 1 of3

Applicant Ctrtifkatton and Acknowltdgtmtnt Form

Contractor. Architect, Attorney, Accountant. and, if applicable. Developer or Service Provider. will be reviewed during credit underwriting. The Credit Underwriter may require additional infonnation from any member of the Development Team including. without limitation, documentation on other past projects and financials. Development T earns with an w1satisfactory past perf onnance record. inadequate financial capacity or any other unsatisfactory matters relating to their suitability may result in a negative reconunendation from the Credit Underwriter;

(6) The Development will include the set-aside units (as outlined in Section Four A.4 of the RF A) as committed to in the Application. The Total Set-Aside Percentage stated in the Application may be increased after the Applicant has been invited to enter credit underwriting, subject to written request of an Applicant to Corporation staff and approval of the Corporation. Commitments to set aside residential units made by those Applicants that receive funding will become the minimum set-aside requirements for any other Corporation funds that the Applicant may receive in the future for the same Development:

(7) The Applicant's conunitments. will be included in the Land Use Restriction Agreement for the EHCL funding and must be maintained in order for the Development to remain in compliance. unless the Board approves a change:

(8) The applicable fees outlined in Item 5 of Exhibit C of the RF A will be due as outlined in this RFA. Rule Chapter 67-48. F.A.C .. and/or as otherwise prescribed by the Corporation and/or the Credit Underwriter:

(9) Applicant Overhead shall be limited to 10 percent of Development Cost: and

(10) The Applicant shall comply with all provisions of this RFA and Rule Chapter 67-48, F.A.C.

d. The Applicant acknowledges that any funding preliminarily secured by the Applicant is expressly conditioned upon any independent review, analysis and verification of all information contained in this Application that may be conducted by the Corporation. the successful completion of credit underwriting. and all necessary approvals by the Board of Directors. Corporation or other legal counsel. the Credit Underwriter. and Corporation Staff.

e. If preliminary funding is approved. the Applicant will promptly furnish such other supporting infomiation. 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 undersi~ed 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 and tenants who are participating in and/or have successfully completed the training provided by welfare to work or self-sufficiency type programs.

RFA 2015-102

Page 3 of3

Applicant Ct'rtiflcation and Acknowlt'dgt'mt'nt Form

f. Applicant commits to participate in the statewide housing locator system. as required by the Corporation.

g. The Applicant and all Financial Beneficiaries have read all applicable Corporation rules governing this RF A and have read the instructions for completing this RF A and will abide by the applicable Florida Statutes and the credit underwriting and program provisions outlined in Rule Chapter 67-48. F.A.C.

h. In eliciting infomiation from third parties required by and/or included in this Application. the Applicant has provided such parties infom1ation that accurately describes the Development as proposed in this Application. The Applicant has reviewed the third party information included in this Application and/or provided during the credit undeJ.Writing process and the information provided by any such party is based upon. and accurate with respect to. the Development as proposed in this Application.

i. The undersigned w1derstands and agrees that in the event that the Applicant is invited into credit underwriting. the Applicant must submit IRS FomlS 8821 for all Financial Beneficiaries in order to obtain a recommendation for the EHCL funding.

j. 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 i11fom1ation is true. correct and complete.

a,~ ~. ~4~ Audrea I. Anderson Signature of Applicant Name (typed or printed) President of Non-Profit (Applicant)

Title (typed or printed)

NOTE The Applicant amst pto\,de this fonn as Anacluncnt 1 to the RF A. The Applicant Certification and Acknowledg~ tOnn included in the Applicauon labeled "Ongmal Hacd Copy" must contain an angina! signature (blue wk 1s preferred).

RFA 2015-102

State of Florida Department of State

I certify from the records of this office that DUNBAR IMPROVEMENT ASSOCIATION, INC. is a corporation organized under the laws of the State of Florida, filed on February 16, 1979.

The document number of this corporation is 745975.

I further certify that said corporation has paid all fees due this office through December 31, 2015, that its most recent annual report/uniform business report was filed on March 5, 2015, and its status is active.

I further certify that said corporation has not filed Articles of Dissolution.

Given under my hand and the Great Seal of the State of Florida at Tallahassee, the Capital, this the Fifth day of March, 2015

~()~ Secretary of State

Authentication ID: CC2432193784

To authenticate this certificate,visit the following site,enter this ID, and then follow the instructions displayed.

https://efile.sunbiz.org/certauthver.html

Attachment 3

Role of the Non-Profit and Governing Board

The Dunbar Improvement Association, Inc. is a SOl(c) (3) organization located in Lee County,

Florida was established in July of 1980. The expressed purpose of the Dunbar Improvement

Association, Inc. is to provide low income and elderly with housing facilities and services.

Originally created as the East Lee County Improvement Association in 1979, its board and

members help provide affordable home care and community services to those seniors seeking

to maintain optimal independence and choice in a safe housing environment.

Consistent with its charitable purposes, the Dunbar Improvement Association, Inc. owns and

operates the Palm City Gardens Apartments, an existing 100 unit senior property that was built

in 1987 under the HUD Section 202 Direct Loan Program for the Elderly and Handicapped. As

the Applicant for the Elderly Housing Community Loan (EHCL) application to the Florida Housing

Finance Corporation (FHFC), the Association will be an active partner in overseeing the final

development plans and rehabilitation of the property. Additionally, the Association will be

implementing the relocation plan for the existing residents consistent with the staged

improvements to the development complex.

The Dunbar Improvement Association board members serve in the capacity of reviewing

documents instrumental to the financial and physical sustainability of Palm City Gardens. The

board members talk via telephone weekly and meet quarterly to review financial statements

and physical needs reports as prepared by Eagle Rock, LLC, the consultant hired to manage the

operations of the development. The non-profit is involved in every major decision affecting the

Palm City Gardens development.

The names and addresses of the governing Board of Directors of the organization follow:

Audrea Anderson, President 2797 First Street, Unit 1701, Fort Myers, Florida 33916

Mattie Young, Secretary 1540 Lockwood Drive, Fort Myers, Florida 33916

Nancy Simms, Treasurer 3130 Saint Charles Street, Fort Myers, Florida 33916

Melvin Morgan, Director 2196 Pauldo Street, Fort Myers, Florida 33916

Veronica Shoemaker, Director 3054 Mango Street, Fort Myers, Florida 33916

IRS Determination Letters

$111. IRS~ of the T.reeArY ..................... Sc~

018507

P.O. Box 2508 Cincinnati OH 45201

In reply refer to: 0248206044 Jan. 29, 2015 LTR 4168C 0 59-19&0272 000000 00

DUNBAR IMPROVEMENT ASSOCIATION INC X PALM CITY SENIOR CITIZEN AND HAND 1625 HARSH AVE FORT MYERS Fl 33905

E•Ployer Identification Nu•ber: 59-1960272 Person to Contact: Ms. S•ith

Toll Free Telephone Number; 1-877-829-5500

Dear Taxpayer:

80019808 BODC: TE

This is in response to your Jan. 20, 2015, request for infor•ation regarding your tax-exe•pt status.

Our records indicate that you were recognized as exe•pt under section 501Cc>C3) of the Internal Revenue Code in a determination letter issued in July 1980.

Our records also indicate that you are not a private foundation within the •eaning of section 509Ca> of the Code because you are described in sectionCs) 509Ca)Cl) and 170<b>Cl>CA>Cvi>.

Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies. devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they •eet the applicable provisions of sections 2055, 2106, and 2522 of the Code.

Please refer to our website www.irs.gov/eo for infor•ation regarding filing require•ants. Specifically, section 6033<j> of the Code provides that failure to file an annual inforaation return for three consecutive years results in revocation of tax-exeapt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exe•pt status was revoked under section 6033Cj) of the Code on our website beginning in early 2011.

f Y II I!.. lT -11 g< ' ~-..J lnte'rnai Revenue Servic~ ~ °' · De~

District Director . u~ Vf ~mentof the Treasury

Date: AUG 5 1980

Dear Applicant:

JdJ# Employer Identification Humber.

~~n~ h~fidc Period Ends:

rii~~~l!l983

c'tnta~0f.ifplftone Number. 904-791-2636

Based on information supplied, and assuming your operations will be as stated in your application for recognition of exemption. we have determined you are exempt from Federai income tax under section 50l(c)(3) of the Internal Revenue Code.

Because you are a newly created organization. we are not now making a final determination of your foundation status under section 509(a) of the Code. However. we have deter~ined that you can reasonably be expected to be a publicly supported organization described in section 509(a)(2)

Accordingly, you will be treated as a publicly supported organization, and not as a private foundation, during an advance ruling period. This advance ruling period begins on the date of your inception and ends on the date shown above.

Within 90 days after the end of your advance ruling period, you must submit to us information needed to determine whether you have met the requirements of the applicable support test during the advance ruling period. If you establish that you Dave been a publicly supported organization. you will be classified as a section 509(a)(l) or 509(a)(2) organization as long as you continue to meet the requirements of the applicable support test. If you do not meet the public support require~ents during the advance ruling period, you will be classified as a private foundation for future periods. ·Also, if you are classified as a private foundation, you will be tr·eated as a private foundation from the date or your inception for purposes or sections 507(d) and 4940.

Grantors and donors may rely on the determination that you are not a private foundation until 90 days after the end or your advance ruling period. Ir you submit the ·required information.within the 90 days. granters a9d donors may continue to rely on the advance determination until the Service makes a final determination or your foundation status. However. if notice that you will no longer be treated as a section509(a)(2) organization is published in the Internal Revenue Bulletin, grantors ana donors may not rely on this determination after the date of such publication. Also, a granter ~r donor may not rely on this determination if he or · she was in part· responsible for, or was aware·or, the act or failure to act that resulted in your loss o( section· . 509(a)(2 ) status, or acquired knowledge that

.the Internal Revenue Servioe had given notice that you would be removed trom ~ classification as a section 509(a)(2) organization. 275 Peachtree St., H.E .• Atlanta, Ga. 30303 <o...,, utter-1045(00) (6-77'

Articles of Incorporation

,•

•· FILED

AMENDMENT TO • JAi -9 Pl'f I,: 53 ARTICID OF INCORPORATION

OF SECRETARY OF STATE DUNBAR IMPROYEMENT ASSOCIA.TION, INC TALLAHASSEE. FLORIDA

WHEREAS, Dunbar Improvement Association, Inc., developed a housing facility with funds from the U.S. Department of Housing and Urban ~opment (HUD1 known as Palm City Gardens, having FHA Project No. 066-1109'3, (hereafter the "Projcctj in Fort Myers, Florida; and

~ the members of the corporation have approved the recommendation of the Board of Directors to amend the Articles of Incorporation subject td' approval by HUD, which shall be evidenced below.

NOW, THEREFORE, the Articles of Incorporation me hereby amended as follows:

1. Article n of the Amendment to the Articles of Incorporation -Purpose is modified to delete the paragraph in its entirety and substitute the rOllowmg therefore: ·

"This Corporation is organized rmlusively for charitable parposes. including mr such purposes, the making of distributions to organizations which qualify as exempt · organizations under Section 501(c)(3) of the Internal Revenue Code of 1986 as amended. or the corresponding section of any future United States Intemal Revenue law, or to the Secretary of Housing and Urben DeVelopment for the time being exclusively for a public purposes. The Corporation shall have the single purpose to provide low income and elderly with housing facilities and services specifically designed to meet their physical, social and psyclJOlogical needs, and to promote tlieir health. security. happiness and usefulness and . longer living. the charges for such facilities an~ services to be predicated upon the provision, maintenaooe and operation thereof on a non-profit basis of the single asset and for no other business. ..

2. Article XI is added as follows:

ARTICLE Xl -HUD REQUlREMENTS

So long as HUD, its successors or assigns, is the insurer or holder of the Note secured by the Mortgage on the Project:

a} No amendment to these Articles of Incorporation that results many of the following will have any force or effect without the prior written consent of HUD:

(i) Any amendment that modifies the term of 1he Cmporation; (ii) Any mneodment that activates the requhemmt that a HUD previous

participation certification·be obtained fiomany additional principal; (iii) Any amendmcat that in any way affects the Note. Mortgage or Security

Agreement on the Project or the Regulatory Agreement between HUD and the Corporation;

. ---------------------------

I•' <' ~,Ai--,, • I ,,,. __ .. ,_

(iv) Any amendment that would authori7.e any member other than a duly authori7.cd officer to bind the Corporation for all matters concerning the Project which require HUD's consent or approval;

(v) Any change in the guarantor of any obligalion to HUD; (vi) Any amendment that woUld amend any provision of the By-Laws required

by HUD to be included in the By-Laws, so long as HUD is the insurer or holder of the Note. ·

b) The Corporation is authori7.Cd to execute the HUD Joan documents and any other documents required by HUD in connection with the HUD-insured loan. Any President, Vice President, Secretary, Assistant Secretuy, Treasurer or other officer duly appointed by the Board of Directors is authori7.00 to exeeute any and all of such documents for the Corporation.

c) Any incoming officer or director shall be bound by the HUD Loan Documents and any other documents required in connection with the HUD-insured loan to the same extent and on the same tenns'as the other officers or directors.

d) Notwithstanding anything to the contrmy herein or in the Corporation's bylaws or other documents. the Corporation sball not indemnify officers or directors of the Corporation except to the ~mandated by the Nation Housing Act and/or to the extent such indemnification is covered by liability insurance or distributions approved by HUD from residual receipts or surplus cash.

e) Notwithstanding any other provisions of these Articles of Incorporation, upon any dissolution. no title or right to possession and control of the Project and no right to collect rents from the Project shall pm to any person who is not bound by the Regulatory Agreement in a manner satisfactory to HUD.

f) Notwithstanding any other provisions of the Articles of Incorporation, in the event that any provisions of the Articles conftict with the HUD loan documents, the provision of the HUD loan documents shall control

g) The Corporation may not voluntarily be dissolved or converted to another type of entity without the prior written approval of HUD. The mtmbers, directors and officers of any assignee of an owner agree to be liable in their individual capacities and to HUD with respect to the following matters:

(i)

{ii)

(iii)

(JV)

For fimds or property of the Project coming into their hands, which by the provisions of the Regulatory Agreement, tbey are not entitled to retain; For their own acts and deeds or acts and deeds of others which they have authori2ed in violation of the provisions of the Regnlatoiy Agreement; For the acts and deeds of affiliates a defined in the Regulatory Agreement, which the persons or entity bas authorized in violation of the provisions of the Regulatory Agreement; and As otherwise provided by law.

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i '

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I '

. '

I I I

I t

~ . '"' -

• • h) Any person acquiring any of~ following positions anew must meet the applicable rcQdirements for HUD previous participation clearance:

(i) any president, vice president, secret8Jy, or treasurer or any other executive officer who is directly ICSpOnSible fo the Bomd of Directors;

(ii) any director; and ,. (iii) member with a financial interest in the coqxmrtion often percent (10%) or

greater. and . (iv) As otherwise provided by law.

i) The Corporation shall not. without HUD's prior written consent:

{i) engage in any new business or activity. including the operation of any rental project, othcr"than the operation of the Project; or

(ii) incur any liability or obligation not in eonnection with the Project

3. Except as modified by this Certificate of Amendment, the Articles oflncorpora1ion of the Project and all other tenns and conditions shall remain the same md in full force and effect.

STATE OF FLORIDA COUNTY OF LEE

The foregoing instrument was acknowledged before me thi~y of Q:-j/Mh~ . 2007, by Veronica S. Sltoemaker, as President and MeMn Morpa, as Secn:!tary, 1especlively, of Dunbar Improvement ~on, Inc., a Florida non .. profit corporation, on behalf of the corporation. who arc [i.-f personally known to me or [ ] produced--------as identification and who did not take an oath.

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Attachment 4

Principals of the Applicant

Applicant*: Dunbar Improvement Association, Inc.

Board of Directors/Officers: Audrea Anderson Nancy Simms Mattie Young Veronica Shoemaker Melvin Morgan

President Treasurer Secretary Director Director

*The Applicant is a 501(c)(3) not-for-profit corporation and has no shareholders.

Attachment 5

Age of Development

Certificates of Occupancy for Palm City Garden Apartments follow which date back to 1986.

The main US Post Office address (1625 Marsh Avenue, Fort Myers, FL) of the Development is

noted in the first certificate. The other thirteen {13) certificates are for each of the residential

buildings that have their own Marsh Avenue address (1605, 1615, 1621, 1631, 1635, 1645,

1651, 1655, 1665, 1675, 1691, 1685, 1695).

Qtrrtifiratt nf @rrupaury <!!tty nf Jrnrt ilyers

ltpnrtmtnt nf iutlhing 1Jusptrttnu

This Certificate Issued pursuant to the requirements of Section 109 of the Southern

Standard Building Code certifying that at the time of issuance this structure was

in compliance with the various ordinances of the City regulating building

construction or use. For the following:

Use Classification CLUBHOUSE Bldg. Permit No __ l.;...l;..:;;9:..::3...:...1 ___ _

Group A Type Construction V Fire District __ ....:.N!L!...l'--------------

Owner 01 Building Dunbar Improvement Assoc. Address 3112-B Anderson Ave.

Building Ad 1625 Marsh Ave. Clubhouse Locality Fo~t Myers, Fla. / :·· //; . '

By: ----(' t'-·<:"f' L> bd<--r7 <-7--- " . ( Date: L · .,,<Q j_L, '

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l'M 1112 POST IN A CONSPICUOUS PLACE

I

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This Certificate issued pursuant to the requirements of Section 109 of the Southern




Use Classification NEW APARTMENT BUILDING A-1 BI dg. Pe rm it No _l1_9_3_0 _____ _

Group R Type Construction V Fire District _.....;.:N;L../:...:.A _____________ _

Owner of Building Dunbar Improvement Association Add 3112-B Anderson Ave. ress~--------------------------

1605 Marsh Ave. A-1 L 1.t Fort Myers, Fla. oca IY-------,,.....-----.....-------------

/' /) I•-~'. By -f &f.-" "'1(:01 I: t-1U·-17r·"· < f Date: G-/t:i-J'<E (I

FM 152 IN A CONSPICUOUS PLACE

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use Classification NEW APARTMENT BUILDING A-2 Bldg. Permit No. _l_l_9l_B ____ _

Group R Type Construction V Fire District __ N...;../_A ______________ _

owner of Building Dunbar Improvement Association Address 31126 Anderson Aye.

1615 Marsh Ave. A-2 . Fort Myers, Fla. --------------- LocalttY------r-----.,.....----------

By -·G /. 1 /.i:. / vj; ~, •' t < v.:<-<~ J "" ,., / /,-, /j'/ ._,I

) Date (;'> ~/' t.'

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mepartmtnt nf iutlbtng 1Jnsptrttnn

This Certificate Issued pursuant to the requirements of Section 109 of the Southern

Standard Building Code certifying that at the tirr1e of Issuance this structure was



use Classification NEW APARTMENT BUILDING Bldg. Permit No __..1..-.19-..1._.9,__ ____ _

Group R Type Construction V Fire District_...,"-"'"---------------

Owner of Building Dunbar Improvement Assoc Address 3112-B Anderson Ave.

Marsh Ave. A-3 Lo c 81 ity ___ Fo_r_t---'My:;_e_r_s....;.,_Fl_a,..... _________ _ ,&,/ ;/ /.'/· .,

By· . ..-('" LZ. 4f"'V- C-~· '?1 J?..,._14s.,. { , Date· (.· .. · /0 - J<r-:

Building A

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Standard Building Code certifying that at the time of Issuance this structure was



11920 . . New Apartment Building Use Class1f1cation Bldg. Permit No

Group R Type Construction V Fire District _N_/_A ______________ _

owner of Building Dunbar Improvement Assoc. Address 3112-B Anderson Ave.

1631 Marsh Ave. A-4 Fort Myers, Fla. --------------- Locality -7. ., . )

By ,/ _,,, /) ,.,,, i 't·<:,"~i 'V' Odk_( / ' f ! • /, .

Date· , ... 1,,-/1; ..

Building Ad

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Use Classification New Apartment Building Bldg. Permit No __ 1_19_2_1 ____ _ R V N/A

Group Type Construction Fire District-----------------

Owner 01 Building Dunbar Improvement Assoc. Address 3112-B Anderson Ave.

1635 Marsh Ave. B-5 Locality Fort Myers, Fla.

By. -r:~/' .N·;(:., I ·'·4 7-'-,M...r << ~ .. 7

oate t{ .... !? ... r0 . .--


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Use Classification NEW APARTMENT BUILDING A-6 Bldg. Permit No _1_19_2_2 _____ _

Group R Type Construction Fire District -~e---------------Owner of Building Dunbar Improvement Associat1on Address 3112 B Anderson Ave •

. 1655 Marsh Ave. Building A-6 Locality Fort Myers, Fla. ,,v ,. /,' , . I '

By· "1 <<-1 t::W <...'Lr,n c;..ll..-v--e.:;..;..f./ p ~

Date: l. -7 ~J't, ·

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NEW APARTMENT BUILDING A-7 11923 Use Classification --·-· Bldg. Permit No.--------

G R C . V F. o· t . t N/A roup Type onstructton ire ts r1c -----------------

Owner of Building Dunbar Improvement Associatio~ddress 31128 Anderson Ave.

s 5

1695 Marsh Ave. A-7 Loe 8 lity ___ F_o_r_t_My_e_r_s_,___,F_1_a_. _________ _ - /. ,..-, (. .~

By· < c: .. J.,-tt t. ;,,,7·· .-,,,ci~,(.

Date ,t.-9-&6 "'


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Use Classification NEW APARTMENT BUILDING A-8 _Bldg. Permit No __ 1_1_._9_24...._ ___ _

Group R Type Construction V Fire District __ N_/_A _____________ _

Owner of Building Dunbar Improvement Association Address 3112-B Anderson Ave.

1691 Marsh Aye. A-8 Locality Fort Myers, Fla. /:. , ;: .

By: -C Ck'-' 1'"",., l~t.,_.n 'I• ... 7

r1 $' • /:_

Date: fa; 'i -,??:, ./

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use Classification NEW AP~T~;"NJ BUILDING A-9 Bldg. Permit No __,l,_,_l ..... 9""25..__ ____ _

Group R Type Construction Fire District _ _.u,µi. _____________ _

Owner of Building Dunbar Improvement Association Address 3112 B Anderson Ave.

1685 Marsh Ave. A-9 Locality For:t Myers. Fla. 1·~ / ~/~. ( By -(. ·!'.«~-· I ,;tlf!.' ; ,.a# s:> -----

Date· C..-9,,.p, J


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11926 Use Classification-·· NEW APAR~MENT BUILDING Bldg. Permit No --------

Group R Type Construction V Fire District --'-N:..&../.:....;A ______________ _

0 Of B .1d. Dunbar Improvement Association Add 3112 B Anderson Ave. wner u1 1ng ress ------------------

1651 Marsh Ave. A-10 L l't Fort Myers, Fla. oca 1 Y--------~

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11927 . . . NEW APARTMENT BUILDING Use Class1f1cat1on Bldg. Permit No --------

Group R Type Construction V Fire District N_/_A _______________ _

owner of Building Dunbar Improvement Assoc. Address 3112-B Anderson Ave.

Building Addr¥S\ 1675 Anderson Ave. A-11 Locality Fort Myers, Fla. // ·· .. r ... ///·

By· 1 «'•;-,.;=;{'., ~~~?"'"-Pf< .I ..-. I

Date: / 1 ·1--· (

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r~ / ' ~ •• • - I !. • I ' Building 3rncial d,/

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Use Classification NEW APARTMENT BUILDING BI dg. Permit No. _....,Jl..,.gi;ir.;2...,a,,,__ ____ _

Group R Type Construction V Fire District ___ N4../.:..A _____________ _

Owner 01 Building Dunbar Improvement Assoc. Address 3112-B Anderson Aye.

~ess l 6~5 Marsh Aye. A-1 z

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Locality Fort Myers.Fl By ~£.'' . a. ~,i,1&?6,,.~ Date !:b:.:/Jf..ef~<,L

IN A CONSPICUOUS PLACE

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I

This Certificate issued pursuant to the requirements of S~ction 109 of the Southern I

Standard Building Code certifying that at the time of l~suance this structure was

in compliance with the various ordinances of the City riegulatlng building

construction or use. For the following: I

i Use Classification New Apartment B11j]d1ng

1 Bldg. Permit No 11929

Group R Type Construction V Fire District ;/A

Address 112-B Anderson Ave. t Assoc . Dunbar Improvemen f Building h A e A-13 owner

0

l 645 Mars V •

Building Ad~[SJ: ' J Mk

1/ 'fa-7 l '~· , • · ial

BuHdg OfftC .. • A CONSPICUOUS ,, POST IN FM 1111

Locality ffort Myers, Fla. r / . By ::Vt«:: t~f ~zy~ &<-F Date G --" o . yt, ,

I PLACE i

I

l

U.S. Deparbnent of Housing and Urban Development

Region IV, Miami Field Office Brickell Plaza Federal Building 909 SE First Avenue, Rm. 500

Miami, FL 33131-3042

February 26, 2015

Mr. Ken Reecy Director of Multi Family Programs Florida Housing Fmance Corporation 227 N. Bronough Street Suite 5000 Tallahassee, FL 32301

Re: Palm City Gardens Apartments FHA# 06611093

This letter is being issued in connection with the application to be submitted by Dunbar Improvement Association, Inc. or its affiliates in the 2015-102 Elderly Housing Comm1mity Loan (EHCL) Program Request for Applications issued by Florida Housing Fmance Corporation to fund Palm City Gardens Apartments in Lee County, Florida. This letter will confirm the following information regarding the development

1. The name of the development is Palm City Garden Apartments. 2. The HUD Program is the Section 223(f) Refinance/Purchase Program for the

Elderly/Handicapped. 3. The development has 100 total units. 4. The development was built in 1987. 5. The Rrst Mortgage Certification form for this development is included as Exhibit A to this letter.

Should you need additional information regarding this development, please do not hesitate to contact me at 305-520-5048.

Sinfrely,

~ [__g_ __ Norman Lachman Project Manager Miami Multifamily Program Center

HUD's nUssion is to im:nase hom«Jt111UTShip, support co1IUllUllity dne/opmenJ and im:nase aecess to affordable housing fru from discrimination.

www.Jmd.gov espanol.lmd.gov

Exhibit A

First Mortgagee Certification form

Eldel'ly Housing Commuotty Loan FIRST MORTGAGEE CERTIFICATION

Name of Development: Palm City Garden Apa!1ments

Development Location: 1625 Marsh A venue Fort Myers, FL 33905

(AJ a mininmm provide the addrc\s number, street name and city)

Name of First Mongagce: 1 aru;aster Pollard Morta&e Company Contact Person:-=Scan='-"'M=cC=arth ........ y ________________________ _ Address of First Mortgagee:_,6""S'""E ....... swc=-=-..._Str=cet..,,,,._..,.l6di=..F1 .... oor=:.. ________________ _ Colwnbus, OH 4321 S

Phone Nwnber: 614-224-8805 Email Address: smccartby@!n11Q!$1pOlbud.amt

CERTIFICATION

I hereby certify that the Request for Applications 2015-102 for the above referenced Development bas been reviewed by the undersigned and is hereby approved for submission for funding through the Elderly Housing Comnmnity Loan Progr'!111.

;\ c ,,\f ( "\.."-v-· \' ~ ....._____ fon ShouP

1gna~ of Authorized tivc Print Name ,. / -

) / / r ( 2c ( ~ Date

RFA 2015· 102

LOCAL GOVERNMENT VERIFICA TI01' OF CO~'TRIBUTIO:'i - GRANT FORM

Name of Development: Palm City Gardens Apattments

Development Loca1ion: 1625 Marsh Ave, Ft Myers, FL 33905 .-,-----0----- ·--,----,....--,. (At a minimum, provide tbe address llUlllber, street llllDl' and city, md.lor provide tbe street name, closest designated intersedioa awl ettber the city (if located withm a city) or COUDty (if located m tbe UDiDcoJpcmlted uea of the coumy) If tbe Development CODSists of Scatteftd Sites. tbe Development Location stated above must reflect the Scatteftd Site wbere the Development Locatioo Point is located.)

On or before the Application Deadline. the City/C owity of_C.....,lty"'o ... f .... F_,.ort......,M,..y...,ers......_ _______ conmritted (Namr of Ctty or Coooty)

S 37 ,500.00 as a grant to the Applicant for its use solely for assisting the proposed Development referenced above. The C'ity/County does not expect to be repaid or reimbursed by the Applicant. or any other entity. provided the fiwds are expended solely for the Development referenced above. No consideration or promise of consideration bas been given with respect to the grant. For purposes of the foregoing. the promise of pro\idintz affordable housing does not constitute consideration. The commitment for this grant is effective as of the Application Deadline referenced above. and is provided specifically with respect to the proposed Development.

The source of the grant fr,: _G_ene_ra_l_Fu_nd ________________________ _ (e.g., SHIP, HOME, CDBG)

CERTIFICATION

I certify that the foregoing infonnation is true and correct and that this commitment is effecti\'e at least through the date required in the applicable RF A.

WiUiam P. Mitchell Print or Type Name

City Manager

Print or Type Title

This cei1ification nmst be signed by the chief appointed official (staff) responsible for such approvals. Mayor. City Manager. County Manager/ Administrator/Coordinator. Cbairperson of the City Council/Commission or Chairperson of the Board of County Commissioners. If the contribution is from a Land Authority oflMized pursuant to Chapter 380.0663. Florida Statutes. this certification must be signed by the Chair of the Land Authority. One of the authorized persons named above may sign this Io1n1 for certification of state. federal or Local Government funds initially obtained by or derh·ed from a Local Government that is directly administered by an intermediary such as a housW, finance authority. a conununity reinvestment corporation. or a statecertified Co1lllllunity Housing De\·elopment Organization (CHOO). Other sitmatories are not acceptable. lhe Applicant Vlill not recei\'c credit for this contribution if the certification is improperly signed. To be considered for points. the amowt of the contribution stated on this fonn must be a precise dollar amowt and cannot include words such as estimated. up to. maximum of: not to exceed. etc.

If the Application is not eligible for automatic points. this contribution will not be considered if the certification contains corrections or 'white-out' or if the certification is altered or retyped. The certification may be photocopied.

Please note: This fonn may be modified by Florida Housin$ Finance Corporation per Section 67-60.005. F.A.C.

(FOIDlRev. 01-14)

RF A 2015-102

Attachment 8: Scope of Work

Renovations of the development will fall under the categories of life-safety, health, sanitation, or security-related improvements. The following list will serve as the proposed scope of work.

Life-Safety: $1,172,350 • Installation of impact glass windows and doors • Replacement of cabinets • Replacement of appliances including refrigerator, range, and water heater • Repair of electrical wiring and outlets, including panel boxes • Installation of emergency call system • Enhancement of indoor and outdoor lighting • Repair or replacement of roof shingles • Update smoke detectors, smoke detection system, and fire alarm

Health: $300,000 • HV AC replacement, • Replacement of existing floors with non-carpet material • Waterproofing of building

Sanitation: $400,000 • Replacement of underground water and sewer lines

Security: $300,000 • Replacement of interior and exterior locks • Install new fence around property • Enclose all breezeways within unit buildings

Total: $2,172,350