Contract 2025-016A2025-016A
Return to:
Helen LaValley
Lake County Schools — Growth Planning Dept.
201 W. Burleigh Blvd.
Tavares. FL 32778
PROPORTIONATE SHARE MITIGATION AGREEMENT
Project Name: Lumberyard District
School Concurrency Case# 2024-18
THIS PROPORTIONATE SHARE MITIGATION AGREEMENT, is entered into by and between
School Board of Lake County, Florida, a political subdivision of the State of Florida, whose address is
201 West Burleigh Boulevard, Tavares, Florida 32778 ("School Board"), Penler Development LLC, a
Georgia limited liability company, whose address is 3715 Northside Parkway NW Building 400 Suite
200, Atlanta, Georgia 30327 ("Contract Purchaser") ; and the City of Clermont, a Florida municipal
corporation, whose address is 685 West Montrose Street, Clermont, FL 34711 ("City").
WHEREAS, School Board, the municipalities located within Lake County, Florida, and the Board of
County Commissioners of Lake County, Florida ("County") entered into that certain First Amended
Interlocal Agreement For School Facilities Planning and Siting recorded June 23, 2008 in Official
Records Book 3644, Page 1, in the public records of Lake County, Florida (the "Interlocal Agreement").
WHEREAS, pursuant to Section 5 of the Interlocal Agreement an application for a subdivision, site plan,
or plat for residential dwelling units that will generate students in a Concurrency Service Area in which
there is insufficient School Capacity to accommodate the anticipated students must enter into a
Proportionate Share Mitigation Agreement to mitigate the school overcrowding attributable to the
anticipated students, all as specified in the Interlocal Agreement.
WHEREAS, Penler Development LLC is the contract purchaser of those certain tract(s) of land located
in Clermont, Florida, commonly identified by Alternate Keys 1622727, 1622751, 1622743,
1622735,1622760, 1622778, 1815673 and portions of 1622719, 1622581, 1622701 more particularly
described on Exhibit "A" attached hereto, and illustratively depicted on Exhibit "B" attached hereto
(the "Property").
WHEREAS, Applicant has requested City rezone the Property and allow development of two hundred
sixty-two (262) total dwelling units (the "Total Units") on the Property (the "Project"), as depicted on
the site plan attached hereto as Exhibit "C".
WHEREAS, based on the current adopted Level of Service standards of the Concurrency Service Area
in which the Property is currently located, School Board has determined existing school capacity is
insufficient for the number of students anticipated to be generated by the Project.
WHEREAS, School Board has determined the anticipated deficit created by the Project as of the date of
School Board's capacity review is seventeen (17) high school students (the "Capacity Deficit").
WHEREAS, City's approval of the final site plan without requiring mitigation of the Capacity Deficit
will either create or worsen school overcrowding.
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WHEREAS, the Contract Purchaser has agreed to enter into this Agreement to provide mitigation
proportionate to the demand on Public School Facilities to be created by the residential dwelling units, as
more particularly set forth herein ("Proportionate Share Mitigation").
NOW, THEREFORE, in consideration of the foregoing described Proportionate Share Mitigation, the
mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency
of which are hereby acknowledged, the Parties hereto, intending to be legally bound, agree as follows:
Recitals. The above recitals are true and correct and fully incorporated herein.
2. Definitions. Any capitalized terms used but not defined herein shall have the same meaning as
set forth in the Interlocal Agreement.
3. Term. The term of this Agreement shall commence on the date this Agreement is recorded in the
Public Records of Lake County, Florida (the "Effective Date") and, unless earlier terminated in
accordance herewith, shall end on the date that is two (2) years after the Effective Date. The term of this
Agreement may be extended once for a period of six (6) months if (i) requested by Contract Purchaser no
later than thirty (30) days prior to the expiration of the term, and (iii) School Board agrees to extend the
term of this Agreement. The School District will send notification of the extension request to the City.
Any extension of this Agreement shall be evidenced by an Amendment to this Agreement signed by
Contract Purchaser, School Board and recorded, at Contract Purchaser's sole expense, in the public
records of Lake County, Florida.
4. Mitigation Payment. Contract Purchaser shall pay to School Board the cost to mitigate the
Capacity Deficit as follows:
a. Amount. Contract Purchaser's proportionate share mitigation payment is Seven
Hundred Twenty -Nine Thousand, Five Hundred Eighty -Nine and 00/100 Dollars
($729,589.00 USD) (the "Mitigation Payment"). The Mitigation Payment is the product
of the Capacity Deficit multiplied by the applicable Cost of Student Station (i.e. 17 x
$42,917.00 = $729,589.00).
b. Due Date. The Mitigation Payment shall be made no more than ninety (90) days after
final site plan approval by City for the Project. (The "Due Date").
c. Delivery Instructions. Contract Purchaser shall deliver the Mitigation Payment with the
completed payment form, a copy of which is attached hereto as Exhibit "D", to School
Board's Growth Planning Department at 201 West Burleigh Boulevard, Tavares, FL
32778.
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5. Mitigation Payment Credit. The Mitigation Payment shall be credited against the total
educational impact fees due for the Project. Contract Purchaser shall remain obligated for payment of all
remaining educational impact fees due after application of the Mitigation Payment credit in accordance
with the Lake County Impact Fee Ordinance. Notwithstanding anything contained herein to the contrary,
Contract Purchaser shall not be entitled to a credit for the Mitigation Payment unless and until such
payment is actually made and delivered to School Board. School Board will notify all applicable local
governments once the Mitigation Payment is received by School Board.
6. Termination. This Agreement shall automatically terminate if (a) City does not approve Contract
Purchaser's final site plan or (b) Contract Purchaser fails to fully pay the Mitigation Payment when due
hereunder.
7. Effect of Termination. If this Agreement is terminated, then Contract Purchaser and School
Board shall have no further duties or obligations hereunder and Contract Purchaser shall (a) forfeit all
administrative or application fees paid to School Board, (b) forfeit the current school concurrency
reservation associated with the Project, and (c) re -apply for any future school concurrency reservation
associated with the Project.
8. Assignability. This Agreement shall be binding on and shall inure to the benefit of Contract
Purchaser, School Board, City, and their respective successors and assigns. Notwithstanding anything
contained herein to the contrary, Contract Purchaser may only assign its rights or obligations contained
herein to a successor to the Property after obtaining the prior written consent of School Board and City,
which shall not be unreasonably withheld. Any such assignment shall be evidenced by an instrument
signed by Contract Purchaser, accepted by Contract Purchaser's assignee, consented to by School Board
and recorded, at Contract Purchaser's sole expense, in the public records of Lake County, Florida.
9. Notices. Any notice required or permitted to be given under this Agreement shall be in writing
and shall be deemed to be given if delivered by hand, sent by United States registered or certified mail
(return receipt requested), sent by recognized overnight courier, or sent by email addressed as follows:
If to School Board:
If to City:
If to Contract Purchaser:
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LCS# 2024-18 — Clermont
School Board of Lake County
Attn: Superintendent of Schools
201 West Burleigh Blvd.
Tavares, FL 32778
Email contact — lavalleyh@lake.kI2.fl.us
City of Clermont
Attn: City Manager
685 West Montrose St.
Clermont, FL 34711
Penler Development, LLC
3715 Northside Pkwy NW, Bldg 400 — Ste 200
Atlanta, Georgia 30327
Page 3 of 12
Notices shall be deemed effective only if sent to each address listed for the intended recipient party, or
such other address as may be subsequently provided by that party in writing. Notices personally delivered,
sent by United States registered or certified mail, or sent by overnight courier shall be deemed given on the
date of receipt. Notices sent by e-mail shall be deemed sent upon transmission if sent to the recipient
parry's e-mail address shown above and the e-mail message is not returned to the sender as being
undeliverable.
10. Incorporation. All exhibits attached hereto are fully incorporated herein and made a part hereof.
11. Recording of this Agreement. Contract Purchaser shall record this Agreement, at Contract
Purchaser's sole expense, in the public records of Lake County, Florida within ten (10) days after full
execution by Contract Purchaser, School Board, and City.
12. Entire Agreement. This Agreement, including all exhibits attached hereto, constitutes the entire
agreement between and among Contract Purchaser, School Board, and City, and replaces all prior
communications, understandings, representations, arrangements, and agreements, whether oral or
written, between or among them, related to the terms and subject matter of this Agreement that were not
otherwise reduced to writing and incorporated herein.
13. Construction. This Agreement shall be construed as if Contract Purchaser, School Board, and
City jointly prepared this Agreement, and any uncertainty or ambiguity shall not be construed against any
one party. Whenever applicable in this Agreement, the use of the singular shall include the plural and the
use of the plural shall include the singular. The headings used in this Agreement are solely for
convenience of reference and shall not control the meaning or interpretation of this Agreement.
14. Modification; Waiver. This Agreement may not be modified or amended nor shall any provision
of this Agreement be waived except in writing signed by Contract Purchaser and School Board or their
respective agents acting under express written authority to do so. No oral agreement, statement, promise,
undertaking, understanding, arrangement, act, or omission of either party, occurring after the date hereof
may be deemed an amendment or modification to this Agreement unless reduced to writing and signed
by Contract Purchaser and School Board or their respective agents acting under express written authority
to do so.
15. Counterparts. This Agreement may be executed in as many counterparts as may be required,
each of which when so executed shall be deemed an original, but all of which when taken together shall
constitute a single agreement. An electronic or facsimile copy of this Agreement and any signatures
hereon shall be considered for all purposes as originals.
16. Severability. If for any reason any of the covenants, agreements, terns, or provisions contained
herein shall be determined or declared to be invalid or unenforceable by a court of competent jurisdiction,
then the validity and enforceability of the remaining covenants, agreements, terms, and provisions hereof
shall be in no way affected, prejudiced, or disturbed by said determination or declaration and this
Agreement shall be automatically conformed to the law and shall continue in full force and effect.
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17. Governing Law. The laws of the State of Florida shall apply to and control any dispute
concerning the interpretation, construction, performance, or enforcement of this Agreement. Contract
Purchaser, School Board, and City each hereby agree that the exclusive jurisdiction for any legal
proceeding arising out of or relating to this Agreement shall be the courts serving Lake County, Florida
and Contract Purchaser, School Board, and City hereby waive any challenge to personal jurisdiction or
venue in such courts.
18. Prevailing Party Attorney's Fees. If Contract Purchaser, School Board, or City brings a legal
action or proceeding arising out of or relating to this Agreement or because of an alleged dispute, breach,
default, or misrepresentation hereof or for a declaration of the rights and obligations in connection with
this Agreement, then the prevailing party shall be entitled to reasonable attorney's fees and other costs
incurred in that action or proceeding in addition to any other relief to which the prevailing party may
otherwise be entitled.
19. Change in Circumstances. If, prior to the Due Date, the Total Units or any other part of the
Project is altered or amended in a manner that increases the Capacity Deficit, then Contract Purchaser
shall submit a separate application for such increase, which shall be subject to a separate review for school
concurrency purposes.
20. Authority. Each person signing below represents and warrants they possess full authority to enter
into this Agreement and to lawfully and effectively bind the entity they purport to represent.
Remainder of Page Left Blank Intentionally
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IN WITNESS WHEREOF, Contract Purchaser, School Board, and City have executed this Agreement
as of the dates set forth below.
Ap ro ed s t form:
t
ch of o d Attorney
App v d a to for
Crty Atto ey
PSMA — Lumberyard District VF
LCS# 2024-18 — Clermont
Penler Development LLC
By:
1000
Date: l"m / 'e'-�Ll e►i
The School Board of Lake County, Florida
By:
Boar air
Date:
Attes .
ze/
_"OeL
Diane S. K rnegay, Superintendent
City of Clermont, Florida
By:
Tim Murry, Iayor
Date: 2 ' ' az„\
Attest:
Tracy Ackroyd Ho e, City Clerk
Page 6 of 12
Exhibit A — Legal Description
LEGAL DESCRIPTION
PARCEL DESCRIPTION
A PORTION OF BLOCKS 119 AND 120. ALONG WITH PORTIONS OF WEST LAKE DRIVE AND THAT PORTION OF OSCEOLA
STREET VACATED IN THAT ORDINANCE RECORDED IN OFFICIAL RECORDS BOOK 590, PAGE 738 OF THE PUBLIC
RECORDS OF LAKE COUNTY, FLORIDA, ALL OF JOHNSON'S REPLAT, ACCORDING TO THE PLAT THEREOF RECORDED IN
PLAT BOOK 8, PAGE 17, PUBLIC RECORDS OF LAKE COUNTY; ALL LYING IN SECTIONS 23 AND 24, TOWNSHIP 22
SOUTH, RANGE 25 EAST, CITY OF CLERMONT, LAKE COUNTY, FLORIDA AND BEING MORE PARTICULARLY DESCRIBED AS
FOLLOWS:
BEGIN AT THE INTERSECTION OF THE NORTH LINE OF MINNEOLA AVENUE, ACCORDING TO SAID PLAT, AND THE EAST
LINE OF GOVERNMENT LOT 8, LYING IN SECTION 23 TOWNSHIP 22 SOUTH, RANGE 25 EAST; THENCE NORTH 89'29'17"
WEST, ALONG SAID NORTH RIGHT—OF—WAY LINE, A DISTANCE OF 407.49 FEET TO THE SOUTHWEST CORNER OF LOT 6,
BLOCK 120 OF SAID JOHNSON'S REPLAT; THENCE DEPARTING SAID NORTH RIGHT—OF—WAY LINE, NORTH 00'25'20"
EAST, ALONG THE WEST LINE OF LOTS 4-6 OF SAID BLOCK 120, A DISTANCE OF 150.00 FEET, TO THE NORTHWEST
CORNER OF SAID LOT 4, SAID POINT ALSO BEING THE SOUTHEAST CORNER OF LOT 7 OF SAID BLOCK 120: THENCE
NORTH 89'29'17" WEST ALONG THE SOUTH LINE OF LOTS 7-13 AND THE SOUTH LINE OF LOT 16, A DISTANCE OF
497.78 FEET TO THE SOUTHWEST CORNER OF SAID LOT 16, ALSO BEING A POINT ON THE EAST RIGHT—OF—WAY LINE
OF 12TH STREET ACCORDING TO SAID PLAT; THENCE NORTH 00'22'36" EAST ALONG SAID EAST RIGHT—OF—WAY LINE,
A DISTANCE OF 499.90 FEET, TO A POINT OF CURVATURE, OF A CURVE CONCAVE WESTERLY, AND HAVING A RADIUS
OF 1465.68 FEET; THENCE RUN NORTHEASTERLY ALONG THE ARC OF SAID CURVE FOR A DISTANCE OF 10.10 FEET,
THROUGH A CENTRAL ANGLE OF 00.23'41", A CHORD DISTANCE OF 10.10 FEET, AND A CHORD BEARING OF NORTH
00'10'45" EAST, TO THE NORTHWEST CORNER OF LOT 10, BLOCK 119 OF SAID PLAT; THENCE DEPARTING SAID EAST
RIGHT—OF—WAY LINE, SOUTH 89'29'17" EAST ALONG THE NORTH LINE OF LOTS 7-10, OF SAID BLOCK 119, A
DISTANCE OF 226.21 FEET; THENCE DEPARTING SAID NORTH LINE, SOUTH 00'00'00" EAST, A DISTANCE OF 319.40
FEET; THENCE NORTH 90'00'00" EAST, A DISTANCE OF 335.74 FEET; THENCE NORTH 00'00'00" EAST, A DISTANCE OF
23.12 FEET; THENCE NORTH 89'59'54" EAST, A DISTANCE OF 142.01 FEET; THENCE SOUTH 00'00'00" EAST, A
DISTANCE OF 23.12 FEET; THENCE NORTH 90'00'00" EAST, A DISTANCE OF 202.80 FEET; THENCE SOUTH 30'13'43"
WEST, A DISTANCE OF 3.79 FEET, TO A POINT ON THE SAID EAST LINE OF GOVERNMENT LOT 8; THENCE RUN SOUTH
00'40'24" WEST ALONG SAID EAST LINE, A DISTANCE OF 343.41 FEET, TO THE POINT OF BEGINNING.
SAID PARCEL CONTAINING 7.159 ACRES (311,863 SQ FT), MORE OR LESS
1. THIS IS NOT A BOUNDARY SURVEY.
2. THE PURPOSE OF THIS SKETCH OF DESCRIPTION IS TO
DESCRIBE A PARCEL OF LAND.
3. NO CORNERS WERE SET AS PART OF THIS SKETCH OF
DESCRIPTION.
4. THIS SKETCH OF DESCRIPTION IS NOT VALID WITHOUT THE
SIGNATURE AND THE ORIGINAL RAISED SEAL OF A FLORIDA
LICENSED SURVEYOR AND MAPPER.
5. THE BEARINGS SHOWN HEREON ARE BASED ON THE
ASSUMED NORTH RIGHT OF WAY LINE MINNEOLA AVENUE,
ACCORDING TO PLAT BOOK 8, PAGE 17, LAKE COUNTY,
FLORIDA, BEING N 89' 29' 17" W.
CERTIFIED TO,
1.
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Diversified
489 STATE ROAD 436 1 SUITE 117 1 CASSELBERRY, FL 132707
PHONE 407.6M.3936I WWW, LSSURVEYOR.COM I INFO@LSSURVEYCR.CON
2.
3.
4.
CLERMONT LAKEFRONT
PROF ESSIONALSURVEYCRIMAPPER BUSINESSLICENSE ILBR7829
PROIECr No.
2101031
DRAWN DATE
2023.DEC-2L
SURVEYOR'S CERTIFICATION
I HEREBY CERTIFYTHATTHIS SKETCH AND DESCRIPTION REPRESENTED
HEREON ISTRUE AND CDREERTOTHE BEST OF MY KNOWLEDGE,
INFORMATION, AND BELIEF. IT HAS BEEN PREPARED IN ACCORDANCE WITH
THE STANDARDS SET FORTH IN CHAPTER SI-17 OF THE FLORIDA
ADMINISTRATIVE CODE PURSUANT TO TOCHAPTERS 177 AND 472 OF THE
FLCRIDASTATUTE, THISSKETOHAND/CRREPORTISNOT VALID WITHOUT
THE SIGNATURE AND THE ORIGINAL WJSED SEAL OR THE ELECTRONIC
SIGNATURE IN COMPUANCE WITH F.A.C. 51-17.062(3) OFTHE SIGNING
SURVEYOR AND MAPPER
SURVEYBY
REVIEWED BY
S. MANOR
SURVEY DATE
APPROVED BY
S.MANOR
DRAWN BY M.SANTAMARINA
CLIENT FILE No.
NA
No.
DATE
BY
DESCRIPTION
PSMA — Lumberyard District VF
LCS# 2024-18 — Clermont
•
= CHANGE IN DIRECTION
N
= NORTH
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= EAST
S
= SOUTH
W
= WEST
R/W
= RIGHT—OF—WAY
ALTKEY =
ALTERNATE KEY
PC
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PB
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PG
= PAGE
ORB
= OFFICIAL RECORDS BOOK
L#
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SHEET 1 OF 3
SEE SHEET 2 FOR SKETCH
SEE SHEET 3 FOR LINE & CURVE TABLES
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Page 7 of 12
SKETCH
PARCEL DESCRIPTION
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1 _ ALTKEY #7822751 1 ALTKEY 01622760 1 3:� I
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CO I JOHNSON'S REPLAT I 1 10 z L a
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(� anw 16 I BLOCK 120 SOUTH LINE OF LOTS Iiiim j LLI J a
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BLOCK 120 NORTH R/W LINE
PUBLIC R/W (100') OF MINNEOLA AVENUE
PER PB 8, PG 71 P�
_ INTERSECTION OF THE NORTH
RIGHT OF WAY LINE OF
MINNEOLA AVENUE WITH EAST
1 I 111 LINE OF GOVERNMENT LOT 8
SHEET 2 OF 3
SEE SHEET 1 FOR LEGAL DESCRIPTION AND NOTES
SEE SHEET 3 FOR LINE & CURVE TABLES
CLERMONT LAKEFRONT PROJECT No. 210103 DRAWN DATE 2023_ DEC21ROJECT No. DRAWN DATE L[�eC.J ,Sre vs , GRAPHIC SCALE
SURVEY BY RENEWED BY S. MANOR Diversified >�
SURVEY DATE APPROVED BY S. MANOR
DRAWN BY M.SANTAMARtNACLIENTFILENo. NIA
No. DATE BY DESCRIPTION 489 STATE ROAD 436 1 SUITE 117 I CASSELBERR1, FL 1 32707
PHONE 407. 681.3836 1 W W W.LSSURVEYORCOM I INFOGLSWRVEYOR.COM 1 INCH = 140 FEET
PROFESSIONAL SURVEYOR & MAPPER BUSINESS UCENSE I LBR7829
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Exhibit B — Location Map
Map NTS
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Exhibit C — Concept Plan/Site Plan
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PSMA — Lumberyard District VF Page l ] of 12
LCS# 2024-18 — Clermont
Exhibit D — Proportionate Share Mitigation Payment Form
Section 1
Proportionate Share Mitigation Information
LCS#:
2024-18
Project Title:
Lumberyard District
Local Jurisdiction:
Clermont
Parcel ID's/Alt Keys:
(list all parcel identification numbers or alternate keys
that apply to this agreement project boundaries)
1622751, 1622743, 1622735, 1622760, 1622778,
1815673, 1622727 Portions of 1622719, 1622581,
1622701
Permit Type:
(Plat, preliminary plat or site plan, final subdivision plan,
etc.)
Final Site Plan
Section 2
Applicant Information
(to be completed by Applicant)
Date:
Name:
Company/Firm:
Contact phone number:
Email Address:
Section 3
Residential Development Project Information
Plat/Site Plan Title:
(as it appears on the document)
Lumberyard District
Total Units:
Unit Type: SF, MF, MH
Multi -family units
Section 4
Payment Information
Payment Amount:
$
Mitigation Review Fee (if applicable):
N/A Previously paid
Total Amount of This Payment
$
Instructions
Complete form and return with payment to:
Lake County Schools
Growth Planning Department —Attn: Helen LaValley
201 West Burleigh Boulevard
Tavares, FL 32778
For more information contact Helen LaValley, Growth Planning Department at 352-253-
6694 or by email at lavalleyh@lake.kl2.fl.us
PSMA — Lumberyard District VF Page 12 of 12
LCS# 2024-18 — Clermont
