Agenda 09/13/2016 R Item #16D 9 16.D.9
09/13/2016
EXECUTIVE SUMMARY
Recommendation to approve the SHIP Annual Report and authorize the Chairman to sign the
"State Housing Initiatives Partnership (SHIP) Program Annual Report and Local Housing
Incentive Certification"for FY 13/14 and interim FY 14/15 and FY 15/16 to ensure compliance with
program requirements.
OBJECTIVE: To comply with State Housing Initiatives Partnership (SHIP) Program annual report
submission requirements.
CONSIDERATIONS: Section 420.9075(10), Florida Statutes requires participants in the SHIP program
to submit an annual report signed by the county's chief elected official, or his or her designee, to certify
that the local housing incentive strategies and the local housing incentive plan have been implemented or
are in the process of being implemented
The SHIP fiscal year runs from July 1 to June 30. Local governments have three years to expend program
funds. By September 15 after the end of the third year or when all funds for fiscal year allocation are
spent (whichever occurs first), the County must submit a "closeout" report outlining any carry-forward
funds, its affordable housing program and accomplishments to the Florida Housing Finance Corporation.
The annual reports were made available to the public through a public comment period from August 13 to
August 28. During this period there were no comments received.
Annual reports must be submitted to the Florida Housing Finance Corporation via the Internet. Once the
annual report and certification forms are executed and submitted to the Florida Housing Finance
Corporation, Collier County will be in compliance with the reporting requirements of the SHIP program.
FISCAL IMPACT: The proposed annual report has no new fiscal impact. The funding source for this
grant is Florida Housing Finance Corporation. Funds are budgeted in the SHIP Grant Fund 791, Projects
33258, 33331 and 33429. Execution of the certifications will ensure that Collier County continues to be
eligible to participate in and receive future funding from the SHIP Program. This action will have no
impact on the General Fund.
GROWTH MANAGEMENT IMPACT: Execution of this certification and continued participation in
the SHIP Program will allow Collier County to enhance the development of affordable workforce housing
in accordance with the Housing Element of the Growth Management Plan of Collier County.
LEGAL CONSIDERATIONS: The certifications are form documents provided and required by Florida
Housing Finance Corporation.This item is approved for form and legality and requires a majority vote for
Board action. -JAB
STAFF RECOMMENDATION: That the Board of County Commissioners approves the SHIP Annual
Report and authorizes the Chair to sign the "State Housing Initiative partnership (SHIP) Program Annual
Report and Local Housing Incentives Certification" for FY 13/14 and interim FY 14/15 and FY 15/16 to
ensure compliance with program requirements.
Prepared by: Kimberley Grant, Division Director, Community and Human Services
Packet Pg. 1425
16.D.9
09/13/2016
ATTACHMENT(S)
1. SHIP CERTIFICATION (PDF)
2. SHIP AR 2013-2014 (PDF)
3. SHIP AR 2015-2016 (PDF)
4. SHIP AR 2014-2015 (PDF)
5.Annual Report Revision(TXT)
Packet Pg. 1426
16.D.9
09/13/2016
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.9
Item Summary: Recommendation to approve the SHIP Annual Report and authorize the
Chairman to sign the "State Housing Initiatives Partnership (SHIP) Program Annual Report and Local
Housing Incentive Certification" for FY 13/14 and interim FY 14/15 and FY 15/16 to ensure compliance
with program requirements.
Meeting Date: 09/13/2016
Prepared by:
Title: Manager-Federal/State Grants Operation—Community&Human Services
Name: Kristi Sonntag
08/12/2016 8:50 AM
Submitted by:
Title: Division Director-Cmnty&Human Svc—Public Services Department
Name: Kimberley Grant
08/12/2016 8:50 AM
Approved By:
Review:
Community&Human Services Maggie Lopez Level 1 Sim.Reviewer 1-8 Completed 08/12/2016 2:12 PM
Community&Human Services Leslie Davis Level 1 Sim.Reviewer 1-8 Completed 08/15/2016 8:31 AM
Public Services Department Amanda O.Townsend Level 1 Sim.Reviewer 1-8 Completed 08/15/2016 9:08 AM
Public Services Department Kristi Sonntag Level 1 Sim.Reviewer 1-8 Completed 08/15/2016 9:45 AM
Public Services Department Hailey Margarita Alonso Level 1 Division Reviewer Completed 08/20/2016 11:44 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 08/22/2016 7:05 AM
Grants Erica Robinson Level 2 Grants Review Completed 08/22/2016 9:35 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 08/23/2016 9:03 AM
County Attorney's Office Jeffrey A.Klatzkow Level 3 County Attorney's Office Review Completed 08/23/2016 9:24 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 08/23/2016 11:03 AM
Grants Therese Stanley Level 3 OMB 1st Reviewer 1-4 Completed 08/26/2016 9:42 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 08/28/2016 10:02 AM
Board of County Commissioners MaryJo Brock Meeting Pending 09/13/2016 9:00 AM
Packet Pg. 1427
16.D.9.a
State Housing Initiatives Partnership(SHIP) Program
Annual Report and Local Housing Incentives Certification
On Behalf of Collier County, I hereby certify that:
1. The Annual Report information submitted electronically to Florida Housing Finance Corporation is true
and accurate for the closeout years FY 13/14 and interim years FY 14/15 and FY 15/16.
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. o
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3. The cumulative cost per newly constructed housing per housing unit,from these actions is estimated to
be$0.
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4. The cumulative cost per rehabilitated housing per housing unit,from these actions is estimated to be a
$0.
Staff Member responsible for submitting annual report to FHFC: Priscilla Doria
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Witness Signature Date Chief Elected Official or Designee Signature Date Lo
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Witness Printed Name Chief Elected Official or Designee Printed Name
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Witness Signature Date Approved as to form and legality
Assistant County Attorney O�
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Witness Printed Name
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ATTEST(Seal)
Signature Date
420.9075(10) Each county or eligible municipality shall submit to the corporation by September 15 of each 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.
Packet Pg. 1428
Form SHIP AR/20091 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Title: SHIP Annual Report Report Status: Unsubmitted
Collier County/Naples FY 2013/2014 Closeout
Form 1
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Page 1 Packet Pg. 1429
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f), F.A. .
Effective Date: 11/2009
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
1 Purchase Assistance $585,000.00 25 $.00 0 $.00 0
2 Owner Occupied Rehab $240,404.13 14 $.00 0 $.00 0
Homeownership Totals: $825,404.13 39 $.00 0 $.00 0
Rentals
Expended Encumbered Unencumbered.
Code Strategy Amount Units Amount Units Amount Units --
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Rental Totals:
U
Subtotals: $825,404.13 39 $.00 0 $.00 0 L
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Additional Use of Funds
0
Use Expended Encumbered Unencumbered
Administrative $17,014.20
Homeownership Counseling Q
Admin From Program Income $14,548.11 a
Admin From Disaster Funds
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Totals: $856,966.44 39 $.00 0 $.00 0
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Source of Funds Amount N
State Annual Distribution $567,140.00
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Program Income(Interest) $7,074.86
Program Income(Payments) $283,887.36
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Recaptured Funds
Disaster Funds
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Other Funds
Carryover funds from previous year $913.55
Total: $859,015.77
*Carry Forward to Next Year: $2,049.33
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 Packet Pg. 1430
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
'ental Unit Information
Description Eff. 1 Bed 2 Bed. 3 Bed 4 Bed
I/
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 Units Date %of Total Value
SHIP Funds Expended $825,404.13 16.70%
Public Moneys Expended $35,329.66 .71%
Private Funds Expended $3,974,292.00 80.42% o
Owner Contribution $106,955.53 2.16% U
Total Value of All Units $4,941,981.32 100.00% o.
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SHIP Program Compliance Summary - Home Ownership/Construction/Rehab Q
FL Statute ce
Compliance Category SHIP Funds Trust Funds %of Trust Fund Minimum%
Homeownership $585,000.00 $567,140.00 103.15% 65% c
Construction/Rehabilitation $460,404.13 $567,140.00 81.18% 75% d
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Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total `.
Expended Encumbered Unencumbered SHIP Funds Available v
Funds %* M
0
N
Extremely Low $32,882.50 $.00 $.00 $32,882.50 3.83% ct
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Very Low $249,027.50 $.00 $.00 $249,027.50 28.99% a
Low $323,494.13 $.00 $.00 $323,494.13 37.66% (zn
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Moderate $220,000.00 $.00 $.00 $220,000.00 25.61% d
Over 120%-140% $.00 $.00 $.00 $.00 .00% E
Totals: $825,404.13 $.00 $.00 $825,404.13 96.09% C
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total#
Mortgages, Loans& SHIP Grants Grant Funds Units
Loans&DPL's DPL Unit#s Unit#s Expended
Extremely Low $32,882.50 3 $32,882.50 3
Very Low $249,027.50 10 $249,027.50 10
Low $323,494.13 15 $323,494.13 15
Moderate $220,000.00 11 $220,000.00 11
Totals: $825,404.13 39 $.00 0 $825,404.13 39
Page 3 Packet Pg. 1431
Form SHIP AR/20091 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Form 3
Number of Households/Units Produced
List Unincorporated
and Each
Strategy Municipality ELI VL1 Low Mod Total
Owner Occupied Collier County 3 8 3 0 14
Rehabilitation
Purchase Assistance Collier County 0 2 12 11 25
Totals: 3 10 15 11 39
Characteristics/Age (Head of Household)
List Unincorporated o
and Each
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Description Municipality 0-25 26-40 41-61 62+ Total
Owner Occupied Collier County 0 2 9 3 14
Rehabilitation 0
Purchase Assistance Collier County 3 11 10 1 25 `o
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Totals: 3 13 19 4 39 cc
Family Size c
List Unincorporated Q
and Each 1 2-4 5+ z
Description Municipality Person People People Total cn
Owner Occupied Collier County 2 9 3 14 11700
Rehabilitation I,-
,-
Purchase
,-Purchase Assistance Collier County 3 20 2 25 a
Totals: 5 29 5 39 N
0
Race (Head of Household) N
List Unincorporated
and Each Hisp- Amer- °'
Description Municipality White Black anic Asian Indian Other Total rnn
Owner Occupied Collier County 5 6 2 1 14 c
Rehabilitation °'
Purchase Assistance Collier County 10 1 14 25 0
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Totals: 15 7 16 1 39 a
Demographics (Any Member of Household)
List Unincorporated Devel.
and Each Farm Dis- Home
Description Municipality Worker abled less Elderly Other Other Total
Owner Occupied Collier County 1 1 2 3 7
Rehabilitation
Purchase Assistance Collier County 2 1 3
Totals: 1 3 3 3 10
Page 4 Packet Pg. 1432
Form SHIP AR/20091 16.D.9.b
67-37.008(3)(f), F.A. .
Effective Date: 11/2009
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Special Target Total#of
Description Group Expended Funds Expended Units
Teachers Teachers $5,000.00 $1.00
Form 4
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. v
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. Tts
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. a
D: Resolution No. 2005-49
Implementation Schedule(Date):
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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. c
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Status of Strategy-(is the strategy functioning as intended, i.e. are the time frames being met, etc.):
a
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All incentives have been fully implemented.
Support Services
Pre-purchase education class. Also referrals to local affordable rental housing. 0
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: 0
B. Low income households in foreclosure: 2
Page 5 Packet Pg. 1433
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date:11/2009
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Page 6 Packet Pg. 1434
Form SHIP AR/20091 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
C. Moderate households in foreclosure: 0
Foreclosed Loans Life-to-date: 13
SHIP Program Foreclosure Percentage Rate Life to Date: 1.8
Mortgage Defaults
A. Very low income households in default: 1
B. Low income households in default: 0
C. Moderate households in default: 0
Defaulted Loans Life-to-date: 12
SHIP Program Default Percentage Rate Life to Date: 0.92
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0
Welfare to Work Programs ea
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N/A c.)
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0
Strategies and Production Costs
Strategy Average Cost a
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Owner Occupied Rehab $17,171.73 c
Purchase Assistance $23,400.00 Q
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cExpended Funds
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Total Unit Count: 39 Total Expended Amount: $825,404.00
Strategy Full Name Address City Zip Expended Unit vr
Code Funds Counted N
Owner Occupied Iglesias,lvan& 4175 19th Court Naples 34116 $33,301.86 ❑ 01r
0
Rehab Valdes, Mayte N
Owner Occupied Tran, Thuy& 4537 Flamingo Dr Naples 34104 $21,342.27 I I Q
Rehab Dan, Hoa a
Owner Occupied Fradeus, 13652 Legacy Lane Naples 34116 $6,769.00 n -±-
Rehab Martine
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Owner Occupied Gozalez, 14685 Apalachee St Naples 34114 $3,850.00 n °'
E
Rehab Emilio s
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Purchase Mines, 4563 Dorando Dr Naples 34103 $25,000.00 ❑ y
Assistance Jacqueline B
Purchase Lopez, Adnier 2030 50th Terrace Naples 34116 $20,000.00 ❑
Assistance & Herrera, SW
(vette
Purchase Valdes, 890 21st Street SW Naples 34117 $20,000.00
Assistance George
Purchase Ramos, 237041st Ave NE Naples 34120 $20,000.00
Assistance Josefino
Purchase Branscum, Luz 939 Coconut Cir E Naples 34104 $20,000.00 n
Assistance Marina
Purchase Stanzi, Paul & 95 Johnycake Dr Naples 34110 $20,000.00 n
Assistance Amy
Purchase Rodriguez, 1744 Street SW Naples 34116 $20,000.00
Assistance Ariel
Page 7 Packet Pg. 1435
Form SHIP AR/20091 16.D.9.b
67-37.008(3)(f), F.A. .
Effective Date:11/2009
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Page 8 Packet Pg. 1436
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Purchase Meek, Kelly 260 6th Street Naples 34120 $20,000.00
Assistance
Purchase Torres, Anna 2591 Golden Gate Naples 34120 $20,000.00 n
Assistance Saldana Blvd E
Purchase Rueda, Justo 4248 19th Place SW Naples 34116 $20,000.00 ❑
Assistance
Purchase Mercado, 4973 23rd Ave SW Naples 34116 $20,000.00 ❑
Assistance Sergio
Purchase Treece, 1281 16th Street NE Naples 34120 $20,000.00 ❑
Assistance Anthony
Purchase Garcia, Sandra 561 5th St SW Naples 34117 $20,000.00 ❑
Assistance Romero
Owner Occupied Recipe, Judith 1239 Samoa Ave Naples 34145 $25,113.00 n
Rehab -c
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Occupied Belance, Ciane 13656 Legacy Lane Naples 34114 $6,561.00 ❑
Rehab Lo
Owner Occupied Diaz, Reinaldo 5323 Dixia Dr Naples 34112 $29,463.50 ❑ a
Rehab 0
Owner Occupied Antoine, Dina 5353 Jennings St Naples 34113 $17,963.00 ❑ 0
a.
Rehab m
Owner Occupied Vincent, Nicole 14523 Abiaka Way Naples 34114 $3,300.00 ❑ wsws
Rehab =
Owner Occupied Willien, William 1309 Plum Street Naples 34142 $9,197.00 ❑ Q
Rehab a
Owner Occupied Erneus, 5437 23rd Ct SW Naples 34116 $31,864.80 n =
cn
Rehab Mimose "
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Owner Occupied Martin, Richard 1017 Central Dr Naples 34104 $25,357.20 ❑ 00
,
Rehab
Owner Occupied Alvarado, 3453 Carson Lake lmmokalee 34142 $10,630.00 ❑ `t
Rehab Rebecca Circle cc
Owner Occupied Struble, Gary 1015 Forest Lake Naples 34145 $15,691.50 ❑ r
Rehab Drive hi
Purchase Louima, 13702 Legacy Lane Naples 34114 $20,000.00 ❑ Q
Assistance Cleonise C.
Purchase Sanchez, 1030 47th Ave NE Naples 34120 $20,000.00 El _
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Assistance Yancer c
Purchase Pearo, 15733 Marcello Naples 34110 $20,000.00 °'
Assistance Theresa Circle o
Purchase Orlick, Michael 971 9th St SW Naples 34117 $20,000.00 ❑
Assistance `t
Purchase Rodriquez, 4351 27th Ct SW Naples 34116 $30,000.00 ❑
Assistance Maria Teresa #102
Purchase Newman, Sara 3485 43rd Ave NE Naples 34120 $20,000.00 n
Assistance
Purchase Laguerre, 3572 Liberty Way Naples 34120 $50,000.00 ❑
Assistance Fernade
Purchase Cox, Ethan 1047 Hartley Ave Marco Island 34145 $20,000.00 ❑
Assistance #107
Purchase Padron, Jose 3014 41st Street SW Naples 34116 $20,000.00 n
Assistance Perez
Purchase Vargas, Robert 2947 2nd Ave NE Naples 34120 $50,000.00
Assistance
Page 9 Packet Pg. 1437
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date:11/2009
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Page 10 Packet Pg. 1438
Form SHIP AR/20091 16.D.9.b
67-37.008(3)(f), F.A. .
Effective Date:11/2009
Purchase Xiloj, Rosa 4382 47th Ave NE Naples 34120 $30,000.00
Assistance
Purchase Johnson, 2971 20th Ave NE Naples 34120 $20,000.00
Assistance Brook
Administrative Expenditures
All administrative funds expended by the local government.
Sub Recipients and Consultants
Name Business Type Strategy Covered Responsibility Amount
Centro Campesino Nonprofit Rehabilitation Full Strategy $240,404.13
Organization Implementation
0
Program Income
Program Income Funds U
Loan Repayment: $283,887.36
Refinance:
0
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Foreclosure:
Sale of Property:
Interest Earned: $7,074.86
Other(): °"
Total: $290,962.22 co
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Explanation of Recaptured funds
Description Amount
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Total: $.00
Rental Developments
Development Name Owner Address City Zip Code
rtsCollier County/Naples 2013 Closeout
Single Family Area Purchase Price
The average area purchase price of single family units: 201,418.00
Or
Not Applicable
Form 5
Page 11 Packet Pg. 1439
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
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SHIP Amount SHIP Units Compliance Additional
Monitored By Notes
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Page 12 Packet Pg. 1440
Form SHIP AR/2009 16.D.9.b
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
"necial Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
Expended Encumbered
Code(s) Strategies Amount Units Amount Units
1 Purchase Assistance $90,000.00 3 $.00 0
2 Owner Occupied Rehab $135,786.33 6 $.00 0
Special Needs Category Breakdown by Strategy
Expended Encumbered
Strategies Special Needs Category Amount Units Amount Units
(1) Purchase Assistance Receiving Supplemental $50,000.00 1 $.00 0 0
Security Income
(1) Purchase Assistance Developmental Disabilities $40,000.00 2 $.00 0
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(2)Owner Occupied Rehab Receiving Supplemental $33,301.86 1 $.00 0 v
Security Income
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(2) Owner Occupied Rehab Receiving Veterans $15,691.50 1 $.00 0 °Q
Disability Benefits
(2)Owner Occupied Rehab Developmental Disabilities $10,630.00 1 $.00 0
(2)Owner Occupied Rehab Person with Disabling $76,162.97 3 $.00 0 Q
Condition (not DD) a
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LG Submitted Comments:
Edits made to the report by the LG resulted in report status being changed back to "Unsubmitted" M
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Page 13 Packet Pg. 1441
Form SHIP AR/2009 16.D.9.c
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Title: SHIP Annual Report Report Status: Unsubmitted
Collier County/Naples FY 2015/2016 Interim-2
Form 1
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Page 1 Packet Pg. 1442
Form SHIP AR/2009 16.D.9.c
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
1 Purchase Assist $880,634.69 24
3 Owner Occupied Rehab $901,926.89 50
9 Acquisition/ Rehab $112,000.00 2
Homeownership Totals: $112,000.00 2 $1,782,561.58 74
Rentals
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
Rental Totals:
Cb
Subtotals: $112,000.00 2 $1,782,561.58 74
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $53,078.18 $112,934.22
a.
Homeownership Counseling
Admin From Program Income $21,076.31 •
Admin From Disaster Funds oo
Totals: $53,078.18 $133,076.31 2 $1,895,495.80 74
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund N
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Source of Funds Amount
a
State Annual Distribution $1,660,124.00 N
Program Income(Interest) $22,231.99
Program Income(Payments) $399,294.30
Recaptured Funds
Disaster Funds `C
Other Funds
Carryover funds from previous year $.00
Total: $2,081,650.29
*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
orm 2
Page 2 Packet Pg. 1443
Form SHIP AR/20091 16.D.9.c
67-37.008(3)(f), F.A. .
Effective Date: 11/2009
Rental Unit Information
Description Eff. 1 Bed 2 Bed 3 Bed 4 Bed
The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date % of Total Value
SHIP Funds Expended
Public Moneys Expended NaN
Private Funds Expended NaN
Owner Contribution NaN
Total Value of All Units $.00 NaN
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SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds %of Trust Fund Minimum
Homeownership $1,782,561.58 $1,660,124.00 107.38% 65%
Construction/Rehabilitation $1,273,926.89 $1,660,124.00 76.74% 75% a
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Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total `D
Expended Encumbered Unencumbered SHIP Funds Available N
Funds %* )
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Extremely Low $100,000.00 $100,000.00 4.80% e
Very Low $56,000.00 $610,000.00 $666,000.00 31.99% a
Low $56,000.00 $631,292.20 $687,292.20 33.02% ai
Moderate $441,269.38 $441,269.38 21.20%
Over 120%-140% $.00 .00%
Totals: $.00 $112,000.00 $1,782,561.58 $1,894,561.58 91.01%
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total #
Mortgages, Loans& SHIP Grants Grant Funds Units
Loans& DPL's DPL Unit#s Unit#s Expended
Extremely Low $.00 0
Very Low $.00 0
Low $.00 0
Moderate $.00 0
Totals: $.00 0 $.00 0 $.00 0
Page 3 Packet Pg. 1444
Form SHIP AR/20091 16.D.9.c
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Form 3
',lumber of Households/Units Produced
List Unincorporated
and Each
Strategy Municipality ELI VLI Low Mod Total
Totals: 0
Characteristics/Age (Head of Household)
List Unincorporated
and Each
Description Municipality 0-25 26-40 41 -61 62+ Total
Totals: 0 c
a
Family Size
List Unincorporated
and Each 1 2-4 5+
Description Municipality Person People People Total
Totals: 0
Ta
Race (Head of Household)
List Unincorporated
and Each Hisp- Amer- Q-
Description Municipality White Black anic Asian Indian Other Total
Totals: 0
oo
Demographics (Any Member of Household)
List Unincorporated Devel.
and Each Farm Dis- Home-
Description Municipality Worker abled less Elderly Other Other Total N
Totals: 0 a
a.
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, cn
fire fighters, etc.) Set Aside
Special Target Total#of
Description Group Expended Funds Expended Units
Form 4
Page 4 Packet Pg. 1445
Form SHIP AR/2009 16.D.9.c
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Expended Funds o
Strategy Full Name Address City Zip Expended Unit
Code Funds Counted v
0
0
Collier County/Naples 2015 Interim-2
a
Form 5 cn
Special Needs Breakdown ti
SHIP Expended and Encumbered for Special Needs Applicants o
Expended Encumbered
Code(s) Strategies Amount Units Amount Units o
3 Owner Occupied Rehab ce
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Special Needs Category Breakdown by Strategy
Expended Encumbered .E
Strategies Special Needs Category Amount Units " Amount Units E
Page 5 Packet Pg. 1446
Form SHIP AR/2009) 16.D.9.c
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
LG Submitted Comments:
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Page 6 Packet Pg. 1447
Form SHIP AR/20091 16.D.9.d
67-37.008(3)(f), F.A.t,.
Effective Date: 11/2009
Title: SHIP Annual Report Report Status: Unsubmitted
Collier County/Naples FY 2014/2015 Interim-1
Form 1
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Page 1 Packet Pg. 1448
Form SHIP AR/20091 16.D.9.d
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
2 Purchase Assist $245,000.00 9 $335,000.00 11
3 Owner Occupied Rehab $12,925.00 1 $519,012.83 30
9 Acquisition/Rehab $800,000.00 44
Homeownership Totals: $257,925.00 10 $1,654,012.83 85
Rentals
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units r
c�
Rental Totals:
Subtotals: $257,925.00 10 $1,654,012.83 85 v
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $164,133.30
Homeownership Counseling
Admin From Program Income $22,773.09 cn
Admin From Disaster Funds
U)
Totals: $444,831.39 10 $1,654,012.83 85 $.00
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund N
Source of Funds Amount
Q
State Annual Distribution $1,641,333.00
cn
Program Income(Interest) $14,218.36 ..;
Program Income(Payments) $441,243.53
Recaptured Funds
Disaster Funds `t
Other Funds
Carryover funds from previous year $2,049.33
Total: $2,098,844.22
*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
orm 2
Page 2 Packet Pg. 1449
Form SHIP AR/20091 16.D.9.d
67-37.008(3)(f), F.A. .
Effective Date: 11/2009
Rental Unit Information
Description Eff. 1 Bed 2 Bed 3 Bed 4 Bed
The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date` %of Total Value
SHIP Funds Expended $257,925.00 14.87%
Public Moneys Expended .00%
Private Funds Expended $1,434,072.00 82.70% "
0
Owner Contribution $42,053.47 2.43% t
Total Value of All Units $1,734,050.47 100.00% L
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SHIP Program Compliance Summary - Home Ownership/Construction/Rehab o
Q.
FL Statute m
Compliance Category SHIP Funds Trust Funds %of Trust Fund Minimum% To
Homeownership $1,111,937.83 $1,641,333.00 67.75% 65% c
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Construction/Rehabilitation $1,691,937.83 $1,641,333.00 103.08% 75% a
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Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available N
Funds %* v
0
ExtremelyNI
Low $12,925.00 `c
$12,925.00 .62% d.
Very Low $702,122.50 $702,122.50 33.45% a
Low $180,000.00 $775,000.00 $955,000.00 45.50% =i v
Moderate $65,000.00 $176,890.33 $241,890.33 11.52% m
Over 120%-140% $.00 .00% t
U
Totals: $257,925.00 $1,654,012.83 $.00 $1,911,937.83 91.09% 2
4
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total#
Mortgages, Loans& SHIP Grants Grant Funds Units
Loans&DPL's DPL Unit#s Unit#s Expended
Extremely Low $12,925.00 1 $12,925.00 1
Very Low $.00 0
Low $180,000.00 6 $180,000.00 6
Moderate $65,000.00 3 $65,000.00 3
Totals: $257,925.00 10 $.00 0 $257,925.00 10
Page 3 Packet Pg. 1450
Form SHIP AR/20091 16.D.9.d
67-37.008(3)(f),F.A. .
Effective Date:11/2009
Form 3
.dumber of Households/Units Produced
List Unincorporated
and Each
Strategy Municipality ELI VLI Low Mod Total
Purchase Assistance Collier County 6 3 9
Owner Occupied Collier County 1 1
Rehab
Totals: 1 6 3 10
Characteristics/Age (Head of Household)
c
List Unincorporatedo
and Each
Description Municipality 0-25 26-40 41 -61 62+ Total w
Purchase Assistance Collier County 2 3 4 9 a
0
Owner Occupied Collier County 1 1
Rehab 0m
Totals: 2 4 4 10 cc
70
Family Size c c
a
List Unincorporated a.
and Each 1 2-4 5+ E
Description Municipality Person People People Total cn
Purchase Assistance Collier County 1 4 4 9 ti
Owner Occupied Collier County 1 1
Rehab
0
Totals: 1 5 4 10 N
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0
Race (Head of Household) 04
List Unincorporated a
and Each Hisp- Amer-
Description Municipality White Black anic Asian Indian Other Total co
Purchase Assistance Collier County 1 8 9 E
0
Owner Occupied Collier County 1 1 U
Rehab y
Totals: 1 9 10 e(
Demographics (Any Member of Household)
List Unincorporated Devel.
and Each Farm Dis- Home-
Description Municipality ; Worker abled less Elderly Other Other Total
Purchase Assistance Collier County 1 1 1 3
Owner Occupied Collier County 1 1
Rehab
Totals: 1 1 1 1 4
Page 4 Packet Pg. 1451
Form SHIP AR/20091 16.D.9.d
67-37.008(3)(f),F.A. .
Effective Date: 11/2009
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Special Target Total#of
Description Group Expended Funds Expended Units
Essential Services Teachers $25,000.00 $1.00
Form 4
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Expended Funds
$257,925.00
a
Strategy Full Name Address City Zip Expended Unit
Code Funds Counted ••
Purchase Assist Alpuin, Eliezer 3225 52nd Ave NE Naples 34120 $30,000.00
Perez
Purchase Assist Nava, Gerardo 4736 22nd Ave NE Naples 34120 $30,000.00 ❑ `r'
Purchase Assist Alcazar, Zenia 2959 2nd Ave NE Naples 34112 $30,000.00 ❑
Purchase Assist Weston, 2831 2nd St NW Naples 34120 $25,000.00 ❑
Sundai CG
Purchase Assist Matos, Dennis 3421 Golden Gate Naples 34116 $20,000.00 ❑ a
Blvd E z
Purchase Assist Paredes, Jose 7811 Regal Heron Naples 34104 $20,000.00
Circle, #203
Purchase Assist Rojas, Rivelino 5325 Confererate Dr Naples 34113 $30,000.00 ❑
Purchase Assist Victores, Ismil 2663 22nd SE Naples 34117 $30,000.00 ❑ as
Purchase Assist Perez, Lisette 3756 66th Ave NE Naples 34120 $30,000.00 ❑
Owner Occupied Chacon, Arturo 708 Habitat Center Immokalee 34142 $12,925.00
Rehab
Collier County/Naples 2014 Interim-1
Form 5
Page 5 Packet Pg. 1452
Form SHIP AR/2009 16.D.9.d
67-37.008(3)(f), F.A. .
Effective Date: 11/2009
^-ecial Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
Expended Encumbered
Code(s) Strategies Amount Units Amount Units
2 Purchase Assist $90,000.00 3 $20,000.00 1
Special Needs Category Breakdown by Strategy
Expended Encumbered
Strategies Special Needs Category Amount Units Amount Units
(2) Purchase Assist Developmental Disabilities $30,000.00 1 $20,000.00 1
(2) Purchase Assist Receiving Social Security $30,000.00 1 0
Disability Insuranceas
(2) Purchase Assist Person with Disabling $30,000.00 1
Condition (not DD)
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Page 6 Packet Pg. 1453
16.D.9.e
3032
Changes were made to the annual reports so they were replaced with the final revised
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Packet Pg. 1454