Agenda 06/25/2019 Item #16D12 (SHIP & LHAP 3yr Plan)06/25/2019
EXECUTIVE SUMMARY
Recommendation to adopt by Resolution the revised State Housing Initiatives Partnership Program
Local Housing Assistance Plan for Fiscal Years 2019-2020, 2020-2021, and 2021-2022 and authorize
submission to the Florida Housing Finance Corporation.
OBJECTIVE: To approve the State Housing Initiatives Partnership (SHIP) Program 2019-2020, 2020-
2021 and 2021-2022 Local Housing Assistance Plan (LHAP), as required triennially, setting forth the
program operations for this 3-year period.
CONSIDERATIONS: On July 7, 1992, the Florida legislature signed into law the Sadowski Affordable
Housing Act to provide additional funding to local jurisdictions through a documentary stamp tax on real
estate transactions for the provision of affordable housing. Through the Florida Housing Finance
Corporation (FHFC) SHIP Program, Collier County and the City of Naples receive funds to undertake
eligible activities as provided by Section 420.9075, F.S. and Chapter 67-377, F.A.C. These funds are for
the provision of affordable housing.
Pursuant to Section 420.9075, F.S. and Chapter 67-375(1), F.A.C., Collier County must adopt an LHAP
every three (3) years and submit it to the grantor agency (FHFC) to continue receiving SHIP funds from
the documentary surtax collections.
It is required that a minimum of sixty-five percent (65%) of SHIP funds be spent on homeownership
activities and seventy-five (75%) of all funds must be spent on construction activities. Construction
includes rehabilitation undertaken on a home receiving SHIP assistance. There are eight (8) strategies in
the new LHAP designed to meet the statutory requirements and address community needs as follows:
1. Owner Occupied Rehabilitation
2. Purchase Assistance
3. Disaster Mitigation
4. Rental Development
5. Rental Rehabilitation
6. Rental Acquisition
7. New Construction Assistance
8. Demolition & Replacement of Manufactured Homes
On April 23, 2019, the Board of County Commissioners (Board) approved the LHAP as Agenda Item
#16D1. The approved document was submitted to FHFC as the grantor agency. The grantor agency
requested some minor modifications to the LHAP to simplify the language and include technical revisions
as follows:
• Reduce the amount of project delivery cost; previously ten percent (10%); FHFC reduced to
five percent (5%)
• Include any relocation expenses in the maximum award amount
• Remove the land acquisition strategy
• Relocate the County’s citizenship and asset cap requirements to each applicable strategy
The identified changes were completed and resubmitted to FHFC on May 3rd for their committee review
on May 30, 2019. From time to time, FHFC may release Technical Bulletins regarding
clarification/modification to the 3-year LHAP. There may be future technical changes of a minor nature
that staff will need to make and submit to FHFC in a timely manner, without bringing technical changes
to the Board. All future amendments will be done in compliance with Chapter 67-376. Amendments that
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06/25/2019
do not add, delete, or significantly alter a strategy are considered technical and not subject to the FHFC
amendment review process.
FISCAL IMPACT: Submission of the LHAP allows Collier County to be eligible to receive SHIP
funding. SHIP funds are deposited in SHIP Grant Fund (791).
GROWTH MANAGEMENT IMPACT: The SHIP LHAP facilitates efforts to meet the goals,
objectives, and policies set forth in the Housing Element of the Growth Management Plan.
LEGAL CONSIDERATIONS: The proposed LHAP meets the requirements of Part VII of Chapter 420,
Florida Statutes. This Item is approved for form and legality and requires a majority vote for Board
action. -JAB
RECOMMENDATION: To adopt by Resolution the revised State Housing Initiatives Partnership
Program Local Housing Assistance Plan for Fiscal Years 2019-2020, 2020-2021, and 2021-2022 and
authorize submission to the Florida Housing Finance Corporation.
Prepared By: Susan Golden, Senior Grants & Housing Coordinator, Community and Human Services
Division
ATTACHMENT(S)
1. CAO stamped Final 3-yr LHAP w-FHFC chgs (PDF)
2. CAO stamped-initialed Res 6.4.19 (PDF)
3. 2019 Exhibit c LHAP Final (XLSX)
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06/25/2019
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.12
Doc ID: 9167
Item Summary: Recommendation to adopt by Resolution the revised State Housing Initiatives
Partnership Program Local Housing Assistance Plan for Fiscal Years 2019-2020, 2020-2021, and 2021-
2022 and authorize submission to the Florida Housing Finance Corporation.
Meeting Date: 06/25/2019
Prepared by:
Title: – Community & Human Services
Name: Susan Golden
06/03/2019 3:46 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
06/03/2019 3:46 PM
Approved By:
Review:
Community & Human Services Leslie Davis Additional Reviewer Completed 06/03/2019 4:00 PM
Community & Human Services Cormac Giblin Additional Reviewer Completed 06/04/2019 9:45 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 06/04/2019 10:30 AM
Community & Human Services Kristi Sonntag CHS Review Completed 06/04/2019 4:00 PM
Public Services Department Joshua Hammond Level 1 Reviewer Completed 06/05/2019 2:43 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 06/06/2019 2:31 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 06/07/2019 11:27 AM
Grants Erica Robinson Level 2 Grants Review Completed 06/10/2019 11:46 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 06/11/2019 11:02 AM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 06/12/2019 10:10 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/14/2019 7:48 AM
Budget and Management Office Ed Finn Additional Reviewer Completed 06/14/2019 8:23 PM
Grants Therese Stanley Additional Reviewer Completed 06/17/2019 10:26 AM
County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 06/17/2019 3:51 PM
Board of County Commissioners MaryJo Brock Meeting Pending 06/25/2019 9:00 AM
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16.D.12.aPacket Pg. 2040Attachment: CAO stamped Final 3-yr LHAP w-FHFC chgs (9167 : Approval of State Housing Initiative Partnership Local Housing Assistance
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16.D.12.bPacket Pg. 2066Attachment: CAO stamped-initialed Res 6.4.19 (9167 : Approval of State Housing Initiative Partnership Local Housing Assistance Plan)
16.D.12.bPacket Pg. 2067Attachment: CAO stamped-initialed Res 6.4.19 (9167 : Approval of State Housing Initiative Partnership Local Housing Assistance Plan)
Strategies
Homeownership
1 & 2 Purchase Assistance No 3 $57,500 3 $37,500 0 $27,500 $0.00 $285,000.00 $285,000.00 6 Purchase Assistance $285,000
3 Owner Occcupied Rehab Yes 3 $70,000 3 $70,000 0 $70,000 $420,000.00 $0.00 $420,000.00 6 Owner Occcupied Rehab $420,000
4 Demo/Replace Yes 2 $160,000 2 $160,000 0 $160,000 $640,000.00 $0.00 $640,000.00 4 Demo/Replace $640,000
9, 10 Acquisition/New Construction Yes 2 $50,000 2 $50,000 0 $50,000 $200,000.00 $0.00 $200,000.00 4 Acquisition/New Construction $200,000
5 Disaster Mitigation Yes 0 $25,000 0 $25,000 0 $25,000 $0.00 $0.00 $0.00 0 Disaster Mitigation $0
$0.00 $0.00 $0.00 0
$0.00 $0.00 $0.00 0
$0.00 $0.00 $0.00 0
$0.00 $0.00 $0.00 0
$0.00 $0.00 $0.00 0
Total Homeownership 10 10 0 $1,260,000.00 $285,000.00 $1,545,000.00 20
New $428,049.00 Existing $428,049.00
20 Rental Acquisition Yes 0 $300,000 0 $300,000 0 $300,000 $0.00 $0.00 $0.00 0 Rental Acquisition $0
14 Rental Rehab Yes 7 $30,000 0 $30,000 0 $30,000 $210,000.00 $0.00 $210,000.00 7 Rental Rehab $210,000
21 Rental Development Yes 0 $200,000 0 $200,000 0 $200,000 $0.00 $0.00 $0.00 0 Rental Development $0
$0.00 $0.00 $0.00 0
$0.00 $0.00 $0.00 0
$0.00 $0.00 $0.00 0
Total Rental 7 0 0 $210,000.00 $0.00 $210,000.00 7
Administration Fees Yes
Home Ownership Counseling No
Total All Funds Total Award less Admin $1,755,000
$1,012,500.00 51.9%
$742,500.00 38.1%
$0.00 0.0%
OK OK
Total UnitsLI Units Max. SHIP
Award
Mod
Units
Max. SHIP
Award New Construction Without
Construction
Max. SHIP
Award
$195,000.00 10%
$1,950,000.00
OK
$0.00
OK
Set-Asides
Percentage Construction/Rehab (75% requirement)75.4%OK
Moderate Income
Homeownership % (65% requirement)79.2%OK
Rental Restriction (25%)10.8%OK
Very-Low Income (30% requirement)OK
Low Income (30% requirement)OK
Purchase Price Limits:
Code Rental Qualifies for
75% set-aside VLI Units
UnitsCodeQualifies for
75% set-aside VLI Units Max. SHIP
Award LI Units Max. SHIP
Award
Mod
Units
Max. SHIP
Award New Construction Without
Construction Total
LHAP Exhibt C 2019
FLORIDA HOUSING FINANCE CORPORATION
HOUSING DELIVERY GOALS CHART
2021-2022
Estimated Funds (Anticipated allocation only):$1,950,000.00
Name of Local Government: Collier County
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Packet Pg. 2068 Attachment: 2019 Exhibit c LHAP Final (9167 : Approval of State Housing Initiative Partnership Local