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Backup Documents 09/08/2015 Item #16D 8 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 1 6 El 8 THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATU V Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING_SLIP Complete routing lines 41 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routing lines 41 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office _ Initials Date 1. County Attorney Office County Attorney Office `‘•k\, 2. BCC Office Board of County Commissioners ,/5. g1=kkks 3. Minutes and Records Clerk of Court's Officeq C{'f,/ ,0; 150k. PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,may need to contact staff for additional or mi sing information. Name of Primary Staff Bendisa Marku Phone Number 239-252- 89 Contact/ Department _ Agenda Date Item was September 8,2015 Agenda Item Number 16D8 Approved by the BCC Type of Document SHIP Annual Reports and Certifications Number of Original X _t. Attached Documents Attached ^ '�a��'C.«-TI Das PO number or account • ! • ;A•! ! . . .Por S�1 all a air e number if document is �JJ to be recorded �. 4-re pots s-hCG INSTRUCTIONS & CHECKLIST St q�rot.'�J(C Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not �J appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signatur (ORIGINAL REQUIRED Yes 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A* provide the Contact Information(Name; Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be Yes signed by the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. ,. ,/� 4. All handwritten strike-through and revisions have been initialed by the County Attorney's ' j42 N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the Yes document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's Yes signature and initials are required. 7. In most cases (some contracts are an exception),the original document and this routing slip Yes should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on date above and all changes made during Yes the meeting have been incorporated in the attached document. The County int0040W Attorney's Office has reviewed the changes,if applicable. � � e 9. Initials of attorney verifying that the attached document is the version approved by the -s Ii BCC, all changes directed by the BCC have been made,and the document is ready for the �' ��• �__� Chairman's signature. %.* W I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised 2.24.05;Revised 11/30/12 1 6 0 8 MEMORANDUM Date: September 9, 2015 To: Bendisa Marku, Accounting Supervisor Public Services Department From: Teresa Cannon, Deputy Clerk Minutes & Records Department Re: SHIP Annual Reports and Certifications Attached are one original of the item referenced above, (Item #16D8) approved by the Board of County Commissioners on Tuesday, September 8, 2015. The Minutes and Record's Department has kept an original copy of the agreement as part of the Board's Official Record. If you have any questions, please feel free to call me at 252-8411. Thank you. Attachment State Housing initiatives Partnership (SHIP) Program1608 Annual Reprt and Local Housing Incentives Certification On Behalf of Collier County (Local Government), I hereby certify that: 1. The Annual Report information submitted electronically to Florida Housing Finance Corporation is true and accurate for the closeout year 2011-2012 and interim years 2012-2013 , 2013-2014 2. The local housing incentives or local housing incentive plan have been implemented or are in the process of being implemented. Including, at a minimum: a. Permits as defined in s.163.3164 (15) and (16) for affordable housing projects are expedited to a greater degree than other projects; and b. There is an ongoing process for review of local policies, ordinances, regulations, and plan provisions that increase the cost of housing prior to their adoption. 3. The cumulative cost per newly constructed housing per housing unit, from these actions is estimated to be $ 0 . 00 4. The cumulative cost per rehabilitated housing per housing unit,from these actions is estimated to be $ 0 . 00 • Staff Member responsible for submitting annual report to FHFC: Edmond Kushi /(SA,t e (AV:6\ Witness Signature Date Chief El cted Official or Designee Signature Date N HA '' % N+4Nce..., CI2440 /0 Witness Printed Name Chief Elected Official or Designee Printed Name Witness Signature Date Approved as to form and legality Witness Printed Name Assi Cant County ey or W L� \5 a, , ATTEST(Seal) AITFS 15\ DWIGHT E.BROOK,CLERK Signature Date t**Atctdilpeiita ssal�ia 's si aitbre 420.9075(10) Each county or eligible municipality shall submit to the corporation by September 1 ' e ch year a report of its affordable housing programs and accomplishments through June 30 immediately preceding submittal of the report.The report shall be certified as accurate and complete by the local government's chief elected official or his or her designee. Transmittal of the annual report by a county's or eligible municipality's chief elected official,or his or her designee,certifies that the local housing incentive strategies,or,if applicable,the local housing incentive plan, have been implemented or are in the process of being implemented pursuant to the adopted schedule for implementation. ke„, State Housin&initiatives Partnershis SHIES Protrarn Annual Report and Local Housing Incentives Certification On Behalf of Collier County (Local Government), I hereby certify that: 1. The Annual Report information submitted electronically to Florida Housing Finance Corporation is true and accurate for the closeout year 2012-2013 and interim years 2013-2014 , 2014-2Q15 2. The local housing incentives or local housing incentive plan have been implemented or are in the process of being implemented. Including, at a minimum: a. Permits as defined in s.163.3164 (15) and (16) for affordable housing projects are expedited to a greater degree than other projects; and b. There is an ongoing process for review of local policies, ordinances, regulations, and plan provisions that increase the cost of housing prior to their adoption. 3. The cumulative cost per newly constructed housing per housing unit,from these actions is estimated to be$ 0 . 00 4. The cumulative cost per rehabilitated housing per housing unit,from these actions is estimated to be $ 0 . 00 Staff Member responsible for submitting annual report to FHFC: Edmond Kushi t%.1 Vie/,X,(/-at,-' 62-- 9.1$\�s Witness Signature Date Chief E ected fficial or Designee Signature Date Witness Printed Name Chief Elected Official or Designee Printed Name Approved as to form and legality Witness Signature Date g ty N , Assistant County rney Witness Printed Name a a,L� rJ or ATTEST(Seal) ATTEST: ©WIGHTE.BROOK,CLERK - Signature Date Attestso"ty hairm n's signatui^ o9iy. • 420.9075(10) Each county or eligible municipality shall submit to the corporation by September 15 of eacI5year a report of its affordable housing programs and accomplishments through June 30 immediately preceding submittal of the report.The report shall be certified as accurate and complete by the local government's chief elected official or his or her designee. Transmittal of the annual report by a county's or eligible municipality's chief elected official, or his or her designee,certifies that the local housing incentive strategies,or, if applicable,the local housing incentive plan, have been implemented or are in the process of being implemented pursuant to the adopted schedule for implementation. 0 6 0 8Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Collier County/Naples FY 2011/2012 Form 1 Page 1 16fl8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 SHIP Distribution Summary Homeownership Expended Etcunibe e'+ unencumbered Code Strategy Amount Units Amount Units Amount Units 2 Purchase Assistance $675,750.00 35 $.00 0 $.00 0 3 Rehabilitation $60,872.50 4 $.00 0 $.00 0 Homeownership Totals: $736,622.50 39 $.00 0 $.00 0 Rentals Expended *e =dUnencumbered Code Strategy Amount Units Amount Units Amount Units Rental Totals: Subtotals: $736,622.50 39 $.00 0 $.00 0 Additional Use of Funds Use Exp ,:: Administrative $43,098.70 Homeownership Counseling $.00 Admin From Program Income $17,771.07 Admin From Disaster Funds $797,492,; .4' 9 $.00 C $.00 Totals: 0 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source of Funds � E‘ Amount State Annual Distribution $430,987.00 Program Income (Interest) $20,193.32 Program Income (Payments) $335,228.08 Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $600.11 Total: $787,008.51 * Carry Forward to Next Year: -$10,483.76 NOTE: This carry forward amount will only be accurate when all revenue amounts and all expended, encumbered and unencumbered amounts have been added to Form 1 Form 2 Page 2 )t1D Form S )0 , 67-37.0 3)( 8 Effective Date: 11/2009 Rental Unit Information Description Eff, I 'I Bed 2 Beck 0'" 4 Bed v No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraging") Source of Funds Produced AroouFunds Exp ndeq f through*fle 30th for"Units Dai /o of Total Value SHIP Funds Expended $736,622.50 14.19% Public Moneys Expended $25,250.00 .49% Private Funds Expended $4,348,375.00 83.77% Owner Contribution $80,330.23 1.55% Total Value of All Units $5,190,577.73 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab ";i,�umpliance Category' SHIP Funds Trust Funds %of Trust F Homeownership $736,622.50 $430,987.00 170.92% 65% Construction/Rehabilitation $387,622.50 $430,987.00 89.94% 75% Program Compliance - Income Set-Asides Income Category SHIP bunds ,rids * Total of Total Expended " E g e here: FuIds able. Extremely Low $.00 .00% Very Low $249,122.50 $249,122.50 31.65% Low $387,500.00 $387,500.00 49.24% Moderate $100,000.00 $100,000.00 12.71% Totals: $736,622.50 $.00 $.00 $736,622.50 93.60% Project Funding for Expended Funds Only Income Category Total Funds LtArtgages, Total Funds SHIP, Total SHIP Total# Mortgages, SHIP Grants Grant Funds Units Loans DPL's D #s Unit#s Expended s • Extremely Low $.00 $.00 0 Very Low $249,122.50 14 $249,122.50 14 Low $387,500.00 20 $387,500.00 20 Moderate $100,000.00 5 $100,000.00 5 Totals: $736,622.50 39 $.00 0 $736,622.50 39 Form 3 Page 3 1608 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Number of Households/Units Produced .',f,,, p, List'Unincorporated 3 �' �' '.. and Each ,Strategy Municipality ELI VLI Low Mod Total Purchase Assistance Collier 11 19 5 35 Rehabilitation Collier 3 1 4 Totals: 14 20 5 39 Characteristics/Age (Head of Household) List Unincorporated and Each Description , Municipality 0.25 ,.' 26.40 41 -61 62+ Total Purchase Assistance Collier 6 16 13 35 Rehabilitation Collier 2 2 4 Totals: 6 16 15 2 39 Family Size List Unincorporated 0 's4.,,,';'' ` r and Each i; ps '',f Description MtfllcipaJJty.,.., arson"' Pe'. . I Purchase Assistance Collier 6 26 3 35 Rehabilitation Collier 1 3 4 Totals: 7 29 3 39 Race (Head of Household) List Unincoror to ,j andac isp Amer- Description Municipality White Blacks ;. id Asian Indian Other Total Purchase Assistance Collier 7 3 23 2 0 0 35 Rehabilitation Collier 1 2 1 4 Totals: 8 5 24 2 0 0 39 Special Needs (Any Member of Household) List Unincorporated Dove!. and Each Farm Dis- Home- t 4 _.1ppecial- Special Description Municipality Worker abled less'Il a lyl/ NNeeds Needs Total Purchase Assistance Collier 0 0 0 0 0 0 0 Rehabilitation Collier 0 Totals: 0 0 0 0 0 0 0 Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside Special Target s a Description Group Expended Funds Expnde Units; Form 4 Page 4 1608 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date:11/2009 Page 5 16138 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Status of Incentive Strategies Incentive Strategy: A. Incentive: Expedited Permitting-The processing of approvals of development order or permits, as defined in Sec. 163.3164(7) and (8), F.S. for affordable housing projects is expedited to a greater degree than other projects. B. Incentive: Land Bank Inventory-The preparation of a printed inventory of locally owned public lands suitable for affordable housing. C. Incentive: Density Flexibility-The allowance of flexibility in densities for affordable housing. D: Ongoing Review of local regulation contributing to cost increases. Adopting Ordinance or Resolution Number or identify local policy: A. Collier County Resolution No. 2005-48 adopted, speeds the rezone, approval, and permitting of developments for affordable housing. B. Resolution No. 2007-172 C. An Affordable Housing Denisty Bonus Agreement must be entered into and approved by the Board of County Commissioners as provided for in the Collier County Land Development Code Section 2.06.00. D: Resolution No. 2005-49 Implementation Schedule (Date): All incentives have been fully implemented. Has the plan or strategy been implemented? If no, describe the steps that will be taken to implement the plan: Yes, all incentives have been fully implemented. Status of Strategy- (is the strategy functioning as intended, i.e. are the time frames being met, etc.): All incentives have been fully implemented. Support Services Pre-purchase education class. Also referrals to local affordable rental housing. Other Accomplishments N/A Availability for Public Inspection and Comments The Annual Report is presented to the Collier County Board of County Commissioners at an advertised public meeting. Homeownership Default & Foreclosure Mortgage Foreclosures A. Very low income households in foreclosure: 3 B. Low income households in foreclosure: 2 C. Moderate households in foreclosure: 6 Foreclosed Loans Life-to-date: 11 SHIP Program Foreclosure Percentage Rate Life to Date: 1.8% Mortgage Defaults A. Very low income households in default: 2 B. Low income households in default: 9 Page 6 d� 6 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Page 7 0 1608 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 C. Moderate households in default: 0 Defaulted Loans Life-to-date: 11 SHIP Program Default Percentage Rate Life to Date: 0.92% Welfare to Work Programs N/A Strategies and Production Costs Strategy Averageftd Purchase Assistance $19,307.00 Rehabilitation $15,218.13 Expended Funds Total Unit Count: 39 Total Expended Amount: $736,623.00 Stratet-dig- WAWA, amen ddress City ��� p >pended Unite Code Fun Counted Purchase Tran, Elizabeth 2671 55th Street SW Naples 34116 $20,000.00 El Assistance Naples, FL 34116 Purchase Bravo, Sittalys 4753 32nd Ave SW Naples 34116 $18,000.00 Assistance & Deinys, Naples, FL 34116 Mario Purchase Perreryra, 4448 31st Place SW Naples 34116 $9,000.00 Assistance Roselin & Naples, FL 34116 Torres, Shirley Purchase Werner, 120 Pebble Shore Dr Naples 3411 $20,000.00 ❑ Assistance Patricia #103 Naples, FL 34110 Purchase Gonzalez, 5466 hardee Strret Naples 3411 $8,750.00 Assistance Moraima Naples, FL 34113 Purchase LaRoque, 2863 44th Street SW Naples 34116 $20,000.00 n Assistance Travis Naples, FL 34116 Purchase Zuluaga, 5385 Whitten Dr Naples 3411 $20,000.00 Assistance Alvaro Naples, FL 34104 Purchase Terga, loselt 4514 17th Ct SW Naples 34116 $20,000.00 n Assistance Naples, FL 34116 Purchase Bonnet, 4585 16th Street SW Naples 3411 $20,000.00 Assistance Magaly Naples, FL 34120 Purchase Cornejo, 1890 55th Terrace Naples 34116 $20,000.00 fl Assistance Amada SW Naples, FL 34116 Purchase Elizondo, 2201 54tth Terrace Naples 34116 $20,000.00 Assistance Jessica SW Naples, FL Murphy 34116 Purchase Fernandez, 2084 42nd Street Naples 34116 $20,000.00 I Assistance Aileen SW naples, FL 34116 Purchase Suarez, 141 27th Street SW Naples 34117 $20,000.00 n Assistance Manuel & Naples, FL 34117 Jasiel Page 8 1 6 08 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date:11/2009 Page 9 1 6 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Purchase Spinatto, 5161 32nd Ave SW Naples 34116 $20,000.00 n Assistance Isabella Naples, FL 34116 Purchase Rodriguez, 924 Everglades Blvd Naples 34117 $20,000.00 n Assistance Dorillis S Naples, FL 34117 Purchase Pengue, Maria 841 Everglades Blvd Naples 34120 $20,000.00 Assistance NE Naples, FL 34120 Purchase Martinez, 261 11th Street SW Naples 34117 $20,000.00 U Assistance Dehany Naples, FL 34117 Purchase Sierra 4912 22nd Place SW Naples 34116 $20,000.00 fl Assistance Hernandez, Naples, FL 34116 Oscar Purchase Sortiri, Petrika 784 Hampton Circle Naples 34105 $20,000.00 n Assistance & Kontila Naples, FL 34105 Purchase Schafer, Sarah 5880 Everglades Naples 34120 $20,000.00 111 Assistance Blvd N Naples, FL 34120 Purchase Chazez, Maria 14936 Summit Place Naples 34119 $20,000.00 LI Assistance Luz Circle Naples, FL 34119 Purchase Mevilma, Billy 13585 Koinonia Naples 34114 $20,000.00 I I Assistance Drive Naples, FL 34114 Purchase Lopez Capaz, 4413 17th Place SW Naples 34116 $20,000.00 Assistance Orlando Naples, FL 34116 Purchase Fox, John 561 2nd Street SE Naples 34117 $20,000.00 El Assistance Naples, FL 34117 Purchase Burge, Ana 3495 Santiago Way Naples 34105 $20,000.00 Assistance Maria Naples, FL 34105 Purchase Gomez, Miguel 10433 Majestic Naples 34114 $20,000.00 _ Assistance & Erica Circle Naples, FL 34114 Purchase Sendajas, 10564 Majestic Naples 34114 $20,000.00 n Assistance Javier& Maria Circle Naples, FL 34114 Purchase Galdamez, 10560 Majestic Naples 34114 $20,000.00 n Assistance Zonia Circle Naples, FL 34114 Purchase Hatch, Simon 10357 Majestic Naples 34114 $20,000.00 El Assistance Circle Naples, FL 34114 Purchase Exama, Neslie 3877 Justice Circle Immokalee 34142 $20,000.00 El Assistance Immokalee, FL 34142 Purchase Solis, Osiris & 10349 Majestic Naples 34114 $20,000.00 Assistance Rouco, Maria Circle Naples, FL 34114 Purchase Trevino, Raul 10525 Majestic Naples 34114 $20,000.00 n Assistance & Garcia, Circle Naples, FL Jessica 34114 Purchase Reyes, Yuridia 10484 Majestic Naples 34114 $20,000.00 Assistance Ramirez Circle naples, FL 34114 Purchase Georges, Jalix 3780 29th Ave NE Naples 34120 $20,000.00 n Assistance Naples, FL 34120 Page 10 Form SHIP A601: V 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Page 11 1 6 08 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Purchase Cibrian, 10505 Majestic Naples 34114 $20,000.00 n Assistance Noehmi Circle Napels, FL 34114 Rehabilitation Rodriguez, 12127 Americus Naples 34113 $9,500.00 n Yolanda Lane Naples, FL34113 Rehabilitation Bolden, 12080 Sitterly Lane Naples 34113 $7,990.00 n Barbara Naples, FL 34113 Rehabilitation Delusma, 2921 53rd Street Naples 34116 $10,575.00 Andre Naples, FL 34116 Rehabilitation Cledanor, 910 West New Immokalee 34142 $32,807.50 n Yvana Market Rd Immokalee, FL 34142 Administrative Expenditures N/A Sub Recipients and Consultants Name Business Type ateg a er esponsil A u Centro Campesino Nonprofit Rehabilitation Full Strategy $.00 organization Implementation Program Income Pr ram,Inc ,h... `. og gine Funds Loan Repayment: $335,228.08 Refinance: Foreclosure: Sale of Property: Interest Earned: $20,193.32 Other 0: Total: $355,421.40 Explanation of Recaptured funds Description Total: $.00 Rental Developments Development Name Owner Address City .91•,A,11 Collier County/Naples 2011 Closeout Single Family Area Purchase Price The average area purchase price of single family units: 142431.4300 Page 12 16138 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 SHIP Amount � nit Compliance Additional ..> , , Monitored By. Notes Page 13 1608 Form SHIP AR/2009 67-37.008(3)(f),F.A.G. Effective Date: 11/2009 Or Not Applicable LG Submitted Comments: Edits made to the report by the LG resulted in report status being changed back to "Unsubmitted" Page 14 Form SHiAR/7009— 8 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Collier County/Naples FY 2012/2013 Form 1 • Page 1 161J8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 SHIP Distribution Summary Homeownership Expended Encumbered' ,Unencumbered 'm Code Strategy Amount Units Amount Unitex Amount Units. 2 Purchase Assistance $20,000.00 1 $214,913.55 11 3 Owner Occupied $126,000.00 6 Rehabilitation Homeownership Totals: $20,000.00 1 $126,000.00 6 $214,913.55 11 Rentals Expended Encumbered Unencumbered , Code Strategy Amount Units Amount Units Amount: Units" Rental Totals: Subtotals: $20,000.00 1 $126,000.00 6 $214,913.55 11 Additional Use of Funds Use Expended Encumbered Unencumbered Administrative $12,790.80 Homeownership Counseling Admin From Program Income $13,488.43 Admin From Disaster Funds Totals:. .. $46,279,23 1 $12 00.00 6 ., $214,913.55 11 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source of Fu a Amount State Annual Distribution $127,908.00 Program Income (Interest) $11,793.63 Program Income (Payments) $257,974.91 Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year -$10,483.76 Total: $387,192.78 * Carry Forward to Next Year: $.00 NOTE:This carry forward amount will only be accurate when all revenue amounts and all expended, encumbered and unencumbered amounts have been added to Form 1 Form 2 Page 2 4 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Rental Unit Information uds Description Eff. Ded ..; 2 Bed 3 Bed B d v No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraging") Source of Funds Produced Amount of Funds Expended to through June 30Th for Unite Date °lo of Total value SHIP Funds Expended $20,000.00 100.00% Public Moneys Expended .00% Private Funds Expended .00% Owner Contribution .00% Total Value of All Units $20,000.00 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab FL Statute Compliance Category f=.SHIP Funds .:: Trust Funds olo of Trust Fund Miinimurn Ye Homeownership $350,000.00 $127,908.00 273.63% 65% Construction / Rehabilitation $350,000.00 $127,908.00 273.63% 75% Program Compliance - Income Set-Asides Income Categ e SHIP Funds' SH ;f=unds HIP Totafy Total Expended E bared rUnencurnbere SHIP Fun': W Availab • y Funds% Extremely Low $40,000.00 $40,000.00 10.33% Very Low $126,000.00 $14,000.00 $140,000.00 36.16% Low $20,000.00 $120,913.55 $140,913.55 36.39% Moderate $40,000.00 $40,000.00 10.33% Totals: $20,000.00 $126,000.00 $214,913.55 $360,913.55 93.21% Project Funding for Expended Funds Only Income Category Total Funds Mortgages,'Total Funds SHIP Total SHIP Total.# Mortgages, Loans Grants Grant Funds oaf e. Loans&°DPL's DPL Unit Units Expended Extremely Low $.00 0 Very Low $.00 0 Low $20,000.00 1 $20,000.00 1 Moderate $.00 0 Totals: $20,000.00 1 $.00 0 $20,000.00 1 Form 3 Page 3 1 6 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date:11/2009 Number of Households/Units Produced List Unincorporated and Each Strategy Municipality ELI VLI Low Mod Total Purchase Assistance Collier County 1 1 Totals: 1 1 Characteristics/Age (Head of Household) List Unincorporated and,Each Description Municipality, 0-25 26 -40 41 61 62+_ motel Purchase Assistance Collier County 1 1 Totals: 1 1 Family Size List Unincorporated 3 .. . ;5 and Each 1 2.4 5',+ Description Municipality Person: People People Total Purchase Assistance Collier County 1 1 Totals: 1 1 Race (Head of Household) yj Unincorporated r , and Each Hisp- t ietcb Description Municipality '. White Black anic 'Asian Indian e Purchase Assistance Collier County 1 1 Totals: 1 1 Special Needs (Any Member of Household) List.Unincorporated Devel wind Each Farm Dis- Home ; Spec • Deeption Mun xpality Work =able i less Elii > dSIi 3 peds y,otal Purchase Assistance Collier County 0 Totals: 0 Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside Special Target Total#of . !escription GroupExpere t dEunds Expended Uni 3Y, �,. �A Form 4 Status of Incentive Strategies Incentive Strategy: Page 4 1608 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Page 5 s'"_ 1608 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 A. Incentive: Expedited Permitting-The processing of approvals of development order or permits, as defined in Sec. 163.3164(7)and (8), F.S. for affordable housing projects is expedited to a greater degree than other projects. B. Incentive: Land Bank Inventory-The preparation of a printed inventory of locally owned public lands suitable for affordable housing. C. Incentive: Density Flexibility-The allowance of flexibility in densities for affordable housing. D: Ongoing Review of local regulation contributing to cost increases. Adopting Ordinance or Resolution Number or identify local policy: A. Collier County Resolution No. 2005-48 adopted, speeds the rezone, approval, and permitting of developments for affordable housing. B. Resolution No. 2007-172 C. An Affordable Housing Denisty Bonus Agreement must be entered into and approved by the Board of County Commissioners as provided for in the Collier County Land Development Code Section 2.06.00. D: Resolution No. 2005-49 Implementation Schedule (Date): All incentives have been fully implemented. Has the plan or strategy been implemented? If no, describe the steps that will be taken to implement the plan: Yes, all incentives have been fully implemented. Status of Strategy- (is the strategy functioning as intended, i.e. are the time frames being met, etc.): All incentives have been fully implemented. Support Services Homebuyers receive pre-purchase education that helps with finding a mortgage and home, along with financial literacy training. Also, the SHIP Office maintains an up-to-date listing of all subsidized apartments in the County, providing address, telephone number and vacancy rates. Staff assists with referrals if needed. Other Accomplishments N/A Availability for Public Inspection and Comments The Annual Report is presented to the Collier County Board of County Commissioners at an advertised public meeting. Homeownership Default & Foreclosure Mortgage Foreclosures A. Very low income households in foreclosure: 5 B. Low income households in foreclosure: 9 C. Moderate households in foreclosure: 0 Foreclosed Loans Life-to-date: 25 SHIP Program Foreclosure Percentage Rate Life to Date: 4.2% Mortgage Defaults A. Very low income households in default: 0 Page 6 Form SHIP ARR016 ® 8 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Page 7 t, 1608 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 B. Low income households in default: 0 C. Moderate households in default: 0 Defaulted Loans Life-to-date: 11 SHIP Program Default Percentage Rate Life to Date: 0.92% Welfare to Work Programs N/A Strategies and Production Costs Strategy Average,Cost ,-- Purchase Assistance $20,000.00 Expended Funds Total Unit Count: 1 Total Expended Amount: $20,000.00 Strategy Full Name ,:'Address CityZip Expended Unit Code Funds Counted Purchase Jim Costello 2950 49th Lane SW Naples 34116 $20,000.00 n Assistance Valdez Administrative Expenditures N/A Sub Recipients and Consultants NameBusiness Type Strategy, Cove-1'0fResponsibility A oB. u tt Centro Campesino Nonprofit Rehabilitation Full Strategy $.00 organization Implementation Program Income Program Income Funds • Loan Repayment: $257,974.91 Refinance: Foreclosure: Sale of Property: Interest Earned: $11,793.63 Other 0: Total: $269,768.54 Explanation of Recaptured funds Description Amount Page 8 I CI 3 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Page 9 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Total: $.00 Rental Developments Dene � y Address t in Code Collier County/Naples 2012 Closeout Single Family Area Purchase Price The average area purchase price of single family units: 190000.0000 Or Not Applicable LG Submitted Comments: Page 10 Form SHIP A/006 ® 8 67-37.008(3)(f),F.A.C. Effective Date:11/2009 SHIP Amount SHIP Unr I~cth,pHatWO Additional to3ci-Monitored By Notes Page 11 1 6 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Collier County/Naples FY 2013/2014 Form 1 Page 1 GP Form SHJPAR)14O 8 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 SHIP Distribution Summary Homeownership Expended Encumbered Unencumbered Code Strategy Amount Units Amount Units Amount Units, 2 Purchase Assistance $145,000.00 7 $60,000.00 3 $139,979.01 9 3 Rehabilitation $54,957.20 3 $425,042.80 16 $1,560.90 1 Homeownership Totals: $199,957.20 10 $485,042.80 19 $141,539.91 10 Rentals Expended Encumbered Unenc red Code Strategy Amount Units Amount Units Av Units Rental Totals: Subtotals: $199,957.20 10 $485,042.80 19 $141,539.91 10 Additional Use of Funds Use Expended Encumbered Unencumbered '+ Administrative $17,014.20 Homeownership Counseling Admin From Program Income $14,548.11 Admin From Disaster Funds 10 19 .:., Totals: $,231,519.51, Q4 8U $141,539.91 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund ,Source of Funds Amount State Annual Distribution $567,140.00 Program Income (Interest) $7,074.86 Program Income (Payments) $283,887.36 Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $.00 Total: $858,102.22 * Carry Forward to Next Year: $.00 NOTE: This carry forward amount will only be accurate when all revenue amounts and all expended, encumbered and unencumbered amounts have been added to Form 1 Form 2 Page 2 16fl8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Rental Unit Information Description Eff. 1 Bed Bed 3 Bed . 4,Bed v No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraging") Source of Funds Produced Amount of Funds xpen`ded to i 9 through"June 30th for Units D la�tel Value SHIP Funds Expended $199,957.20 13.52% Public Moneys Expended .00% Private Funds Expended $1,237,467.91 83.69% Owner Contribution $41,145.20 2.78% Total Value of All Units $1,478,570.31 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab FL 'tatute Compliance Catego •'�° SHIP Fun•: '11 e t Funds %of Trull riid Homeownership $668,920.20 $567,140.00 117.95% 65% I Construction /Rehabilitation $523,920.20 $567,140.00 92.38% 75% 1 Program Compliance - Income Set-Asides Income Category 'SHiP Furn4s SHIP Funds SHIP Funds Tti ; 3 1. Expended Encumbered. Unencumbered $H1P"y _S: ,4bleu i ail ', 3e3 N�„6.�1 iyitt,„ Extremely Low $120,000.00 $120,000.00 13.98% Very Low $5,910.00 $241,192.80 $83,920.20 $331,023.00 38.58% Low $174,047.20 $53,850.00 $57,619.71 $285,516.91 33.27% Moderate $20,000.00 $70,000.00 $90,000.00 10.49% Totals: $199,957.20 $485,042.80 $141,539.91 $826,539.91 96.32% Project Funding for Expended Funds Only Income Category Total Funds ti i,rtgages, . ,,,r g F '1. ,117,,,,,A,,' Total# Mortgage , SHIP , Gr*ntrt• ,� ', ,Units Loans&D t'« s -1.,.., U1/ # ,� ' ” '' ' 3 e }}�� '� /y'r 40-k,',,?. • Extremely Low $.00 0 Very Low $5,910.00 1 $5,910.00 1 Low $174,047.20 8 $174,047.20 8 Moderate $20,000.00 1 $20,000.00 1 Totals: $199,957.20 10 $.00 0 $199,957.20 10 Form 3 Page 3 r- it.' 16fl8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Number of Households/Units Produced List Unincorporated and Each Strategy Municipality' ELI VU jow Mod Total Rehabilitation Collier County 1 2 3 Purchase Assistance Collier County 6 1 7 Totals: 1 8 1 10 Characteristics/Age (Head of Household) �. iiinoer�ra#a • 4 / 3 Description Municip ility 0-25 26-40 41 61 Total Rehabilitation Collier County 2 1 3 Purchase Assistance Collier County 1 5 1 7 Totals: 1 5 3 1 10 Family Size rated J r an+ 1 2-4 Y . Description Mun, ., lty Person People °' a Total Rehabilitation Collier County 1 2 3 Purchase Assistance Collier County 2 4 1 7 Totals: 2 5 3 10 Race (Head of Household) List-Uniricorptitrateci � and Each Hasp ' '' Amer f, -:Municipality White -Black anic Asi ', itr Other To N '. Rehabilitation Collier County 1 1 1 3 Purchase Assistance Collier County 1 6 7 Totals: 1 1 7 1 10 Special Needs (Any Member of Household) `lirtincurporated and Each Farm s �Wdme- Special : Description Municipality Worker', ,bled less la = .: Needs To Rehabilitation Collier County 0 Purchase Assistance Collier County 0 Totals: 0 Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside Special Target #of ,I ascription Group Expended.Funds E, ded Units Form 4 Page 4 1 6 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Expended Funds $199,957.00 Strategyul Name Address City Zip Eipeidet = Unit. Code FundsCcanted? f ro . ,, , Purchase Mines, 4563 Dorando Dr Naples 34103 $25,000.00 El Assistance Jacqueline Naples, FL 34103 Purchase Lopez, Adnier 2030 50th Terrace Naples 34116 $20,000.00 El Assistance & Herrera, SW Naples, FL (vette 34116 Purchase Valdes, 890 21st Street SW Naples 34117 $20,000.00 n Assistance George Naples, FL 34117 Purchase Ramos, 237041st Ave NE Naples 34120 $20,000.00 Assistance Josefino Naples, FL 34120 Purchase Branscum, Luz 939 Coconut Cir E Naples 34104 $20,000.00 El Assistance Marina Naples, FL 34104 Purchase Torres, Anna 2591 Golden Gate Naples 34120 $20,000.00 n Assistance Sladana Blvd E Naples, FL 34120 Purchase Rueda, Justo 4248 19th Place SW Naples 34116 $20,000.00 Assistance Naples, FL 34116 Rehabilitation Iglesias,Ivan& 4175 19th Court Naples 34116 $28,838.00 n Valdes, Mayte Naples, FL 34116 Rehabilitation Tran, Thuy & 4537 Flamingo Dr Naples 34104 $20,209.20 El Dan, Hoa Naples, FL 34104 Rehabilitation Fradeus, 13652 Legacy Lane Naples 34116 $5,910.00 LI Martine Naples, FL 34116 Collier County/Naples 2013 Interim-1 Form 5 Page 5 6 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants Expended Encumbered 3 � ray � .e s,. ., ... Code(s) S� tegi �� , Amount Units Amount ' Units 2 Purchase Assistance $25,000.00 1 3 Rehabilitation $54,957.20 3 $180,000.00 6 Special Needs Category Breakdown by Strategy Expended F• Encumbered3"I, , , �S . Strategies ,, ecial,pieeds Category Amount Units Amount Units�, (2) Purchase Assistance Receiving Social Security $25,000.00 1 Disability Insurance (3) Rehabilitation Receiving Supplemental $34,748.00 2 $60,000.00 2 Security Income (3) Rehabilitation Receiving Social Security $20,209.20 1 $90,000.00 3 Disability Insurance (3) Rehabilitation Person with Disabling $30,000.00 1 Condition (not DD) LG Submitted Comments: Page 6 cwt' 1608 El 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Collier County/Naples FY 2014/2015 Form 1 Page 1 J 1 6 0 8 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 SHIP Distribution Summary Homeownership tt1a d Code strategy Y t1r>i� ; Units 1 Purchase Assistance $910,101.74 30 3 Rehabilitation $1,000,000.00 40 Homeownership Totals: $1,910,101.74 70 Rentals Expended Encumbered Unencumbered Code �' ,..,.. -: u...:. 3�: Amount ;,tlnits'.'', •Amount '. Units Amount Units Rental Totals: Subtotals: $1,910,101.74 70 Additional Use of Funds e, Usk ti3 ' =ended En• cumbered Unenpered, , Administrative $78,434.49 $85,698.81 Homeownership Counseling Admin From Program Income $22,559.85 Admin From Disaster Funds vi $78,434.49 � x..,018,360.40 70 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Sottree'ofFunds - Amount State Annual Distribution $1,641,333.00 Program Income (Interest) $14,218.36 Program Income (Payments) $441,243.53 Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $.00 Total: $2,096,794.89 *Carry Forward to Next Year: $.00 NOTE: This carry forward amount will only be accurate when all revenue amounts and all expended, encumbered and unencumbered amounts have been added to Form 1 Form 2 Page 2 /'G� 1608 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Rental Unit Information Description Eff. + 3 Bed 4 Bed v No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraging") Sourceof Funds Prodtaced Amount of Funds Expended to through June 30th`for`Units Date Yo of SHIP Funds Expended Public Moneys Expended NaN Private Funds Expended NaN Owner Contribution NaN Total Value of All Units $.00 NaN SHIP Program Compliance Summary - Home Ownership/Construction/Rehab FL Statute Compliance Category 1P,Funds Trust Funds %of Trust Fund Minimum°lo Homeownership $1,066,866.45 $1,641,333.00 65.00% 65% Construction/Rehabilitation $1,230,999.75 $1,641,333.00 75.00% 75% Program Compliance - Income Set-Asides Income Category° SHIP'Funds SHIP Funds SHIP Funds Total of total Exp 4ded : Encumbered Unencumbered SHIP Funds Available Funds%* Extremely Low $300,000.00 $300,000.00 14.31% Very Low $850,000.00 $850,000.00 40.54% Low $460,101.74 $460,101.74 21.94% Moderate $300,000.00 $300,000.00 14.31% Totals: $.00 $.00 $1,910,101.74 $1,910,101.74 91.10% Project Funding for Expended Funds Only • Income Category Total Funds Mortgages, Total Funds SHIP_ Total SHIP Total# Mortgages, Loans 8( a 3nds Units Loans&DPL's DPL Unit#s '` .s . E=Fuxpended Extremely Low $.00 0 Very Low $.00 0 Low $.00 0 Moderate $.00 0 Totals: $.00 0 $.00 0 $.00 0 Form 3 Page 3 A104 1:18 Form SHIP A104 67-37.008(3)(f),F.A.C. Effective Date:11/2009 Number of Households/Units Produced tlSt n CQE C� ted ,,Il f` and Each „,,,,,,,4,,,- 7,, ,, Strategy Municipality; ELILow Mod Totals: 0 Characteristics/Age (Head of Household) List Unincorporated v, and Each Description Municipality 0-25 26 40 44' 61 62+ To Ft,'. Totals: 0 Family Size est tfnincprpofated ' -. and Each f .,:4 5+ Description Municipality Person People People Total Totals: 0 Race (Head of Household) List Unincorporated and Each Hisp- Amer- Description Municipality White ,�,� Black anic Asian Indian Other Total Totals: 0 Special Needs (Any Member of Household) List Unincorporated Level. ~ and Each Farm Dis- Home- Special al Description Municipality Worker abled less Elderly Needs .Needs Total-' Totals: 0 Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside ': ,1 'S.1.,`91.41T T Total# f DescrlptrOn .:,',',,I,(:,, %F 1,r, ulikr -4 ., pe,. d Funds Expended Units' Form 4 Page 4 16 08 Form SHIP AR/2009 67-37.008(3)(f),F.A.C. Effective Date: 11/2009 Expended Funds Strategy Full Name Address City Zip Expended Unit Code Funds Counted Collier County/Naples 2014 Interim-2 Form 5 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants xpetc#04 Encumbered Codes) _ 'ategies At oun Units ilxAmount Units Special Needs Category Breakdown by Strategy t, Expended ;.; Encumbered StY Special Needs Category Amount Units Amount Units Page 5 (.1( 9 abed :s;uewwo3 pa;;iwgns Jl 6OO / 6 :alep eMloog3 'OVA`(!)(£)800 L£-L9 8 �OOZRib dIHS wio3