Agenda 05/22/2018 Item #16D 505/22/2018
EXECUTIVE SUMMARY
Recommendation to approve nine (9) mortgage satisfactions for the State Housing Initiatives
Partnership (SHIP) Loan Program in the combined amount of $80,485.29.
OBJECTIVE: To support the affordability of housing in Collier County through the utilization of SHIP
funds for down payment and rehabilitation assistance.
CONSIDERATIONS: The SHIP Program allows communities to design programs that provide housing
assistance for down payment and closing costs for first-time homebuyers, emergency repairs to a newly
acquired home, rehabilitation assistance to income-qualified homeowners, and other programs to address
local housing needs. As a condition of receiving SHIP funding, the homeowner must repay the financial
assistance upon sale, refinance, or loss of homestead exemption.
The following table provides details regarding the associated mortgages that have been repaid or satisfied
the requirements.
File # Name Security
Instrument
Mortgage
Amount
Payoff Amount Public
Record
OR/PG
04-229 Quintana, Nelvis SHIP DPCC
Mortgage
$10,000 $10,000 3817/3749
11-112 Georges, Jalix SHIP DPCC
Mortgage
$20,000 $20,000 4925/2985
09-155 Serrano, Yolanda SHIP DPCC
Mortgage
$4,500 $4,500 4467/3278
09-055 Garcia, Marlon &
Gissella
SHIP DPCC
Mortgage
$3,000 $3,000 4406/3986
05-102 Keyes, Pamela M.,
Scott A. & Lisbeth B.
SHIP DPCC
Mortgage
$38,100 $38,085.29* 4133/2074
00-141 Hernandez, Jose L &
Escamilla, Rosa
SHIP DPCC
Mortgage
$5,000 $2,500* 2637/2142
09-394 Perez, Yunior L. SHIP DPCC
Mortgage
$2,400 $2,400 4716/809
96-unknown DePauw, Anja SHIP DPCC
Mortgage &
Subordination
Agreements
$5,000 $0 (Met 20-year
requirement)
2162/1647
2447/1314 &
3182/1314
96-087 Saint Hilaire, Clelie
& LaRoche, Jesula
SHIP DPCC
Mortgage
$2,500 $0 (Met 20-year
requirement)
2151/0137
TOTAL $90,500 $80,485.29
Note- *The total amount stated on the mortgage was not dispersed to certain clients. As such, those
certain property owners were required to pay the amount they received which is less than the amount
stated on the mortgage.
FISCAL IMPACT: The repaid amount of $80,485.29 satisfies the mortgage amount due to the recapture
provision as noted above. These repayments are considered program income. $80,485.29 was deposited in
SHIP Grant Fund (791), Project 33525. Deposited funds will be used for eligible SHIP activities. Six (6)
recording fees of $10 have been paid by the homeowners, one (1) paid by Habitat for Humanity, and two
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(2) will have recording fees paid by SHIP administration.
GROWTH MANAGEMENT IMPACT: The SHIP Program furthers the goals and objectives of the
Housing Element of the Growth Management Plan.
LEGAL CONSIDERATIONS: This Item is approved for form and legality and requires a majority vote
for Board approval. - JAB
RECOMMENDATION: To approve and authorize the Chairman to sign nine (9) mortgage satisfactions
for owner-occupied affordable housing units for which repayment or term commitment was provided to
Collier County.
Prepared By: Susan Golden, Senior Housing and Grant Coordinator, Community and Human Services
Division
ATTACHMENT(S)
1. 9 Satisfactions of Mortgage with CAO Stamp (PDF)
2. 9-Second Mortgages-Subordination Agreements 52218 mtg (PDF)
3. SAP SHIP pay-off (XLSX)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.5
Doc ID: 5512
Item Summary: Recommendation to approve nine (9) mortgage satisfactions for the State
Housing Initiatives Partnership (SHIP) Loan Program in the combined amount of $80,485.29.
Meeting Date: 05/22/2018
Prepared by:
Title: – Community & Human Services
Name: Susan Golden
04/30/2018 5:54 PM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
04/30/2018 5:54 PM
Approved By:
Review:
Community & Human Services Leslie Davis Additional Reviewer Completed 05/01/2018 2:39 PM
Public Services Department Kimberley Grant Additional Reviewer Completed 05/02/2018 12:56 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 05/02/2018 6:27 PM
Community & Human Services Cormac Giblin Additional Reviewer Completed 05/04/2018 3:15 PM
Operations & Veteran Services Sean Callahan Additional Reviewer Completed 05/07/2018 4:46 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 05/08/2018 8:14 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 05/08/2018 11:32 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 05/08/2018 3:29 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 05/08/2018 4:25 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/09/2018 10:56 AM
Budget and Management Office Ed Finn Additional Reviewer Completed 05/11/2018 9:05 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 05/13/2018 8:57 PM
Board of County Commissioners MaryJo Brock Meeting Pending 05/22/2018 9:00 AM
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Packet Pg. 997 Attachment: 9 Satisfactions of Mortgage with CAO Stamp (5512 : Satisfaction of Mortgage)
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Packet Pg. 1005 Attachment: 9 Satisfactions of Mortgage with CAO Stamp (5512 : Satisfaction of Mortgage)
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Packet Pg. 1006 Attachment: 9-Second Mortgages-Subordination Agreements 52218 mtg (5512 : Satisfaction of Mortgage)
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Packet Pg. 1040 Attachment: 9-Second Mortgages-Subordination Agreements 52218 mtg (5512 : Satisfaction of Mortgage)
Fund WBS Element Cost Element Posting Date Val/COArea
Crcy
Name Ref
Document
Number
Document Header TextCost element name
791 33525.1 369600 10/24/2017 -2,500.00 SHIP PAYOFF JOSE HERNANDEZ & ROSA ESCAMILLA 00-144 100902144 CHS GRANT PROGRAM INCOME
791 33525.1 369600 11/14/2017 -4,500.00 SHIP PAYOFF #09-155 YOLANDA SERRANO 100905299 CHS GRANT PROGRAM INCOME
791 33525.1 369600 11/14/2017 -2,400.00 SHIP PAYOFF #09-394 YUNIOR PEREZ 100905299 CHS GRANT PROGRAM INCOME
791 33525.1 369600 11/14/2017 -38,085.29 SHIP PAYOFF #05-102 KEYES, PAMELA, SCOTT, LIZBETH 100905299 CHS GRANT PROGRAM INCOME
791 33525.1 369600 10/2/2017 -3,000.00 SHIP PAY OFF #09-055 MARLON GARCIA 100898190 CHS GRANT PROGRAM INCOME
791 33525.1 369600 8/30/2017 -10,000.00 SHIP PAYOFF QUINTANA, NELVIS #04-229 100893027 CHS GRANT PROGRAM INCOME
791 33525.1 369600 10/31/2017 -20,000.00 SHIP PAYOFF GAORGES, JALIZ #11-112 100903315 CHS GRANT PROGRAM INCOME
369600 -80,485.29
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Packet Pg. 1041 Attachment: SAP SHIP pay-off (5512 : Satisfaction of Mortgage)