Agenda 06/23/2020 Item #16D 8 (Satisfactions of Mortgage for SHIP Loan Program)06/23/2020
EXECUTIVE SUMMARY
Recommendation to approve and authorize the chairman to sign six (6) mortgage satisfactions for
the State Housing Initiatives Partnership loan program in the amount of $76,950 and the associated
Budget Amendment.
OBJECTIVE: To support the affordability of housing in Collier County through the State Housing
Initiatives Partnership (SHIP) down payment and emergency repair and/or rehabilitation assistance
programs.
CONSIDERATIONS: SHIP, a state affordable housing program, offers assistance to first-time
homebuyers for use toward a portion of the required down payment and emergency repairs to the newly
acquired home, and rehabilitation assistance to homeowners for rehabilitation to their homesteaded
property. As a condition of award, the homeowner must repay the assistance provided upon sale,
refinance, or loss of homestead exemption.
Resolution No. 18-58 provides that in the event of the death of the borrowers, all debt will be forgiven for
all affordable housing programs administered by Collier County Community and Human Services
Division (CHS). The Certificate of Death for the deceased has been provided to CHS.
The following table provides details regarding the associated mortgages that have been repaid in full and
those that have been forgiven. As such, a satisfaction of mortgage for each is required.
File # Name Public Record Mortgage
Amount
Payoff Amount
01-228 Marian Lepore (Deceased) OR 2878/PG 3116 $5,000 $0
09-067 Amalia Lubref (Deceased)
and Mentorlis Lubref
(Deceased)
OR 4428/PG 3830 $28,950 $0
02-139 Agustin Rocha and Maria
Alvarado f/n/a Maria
Rocha (Deceased)
OR 2994/PG 1259 $5,000 $0
03-246 Francois St. Vil (Deceased) OR 3372/PG 0758 $5,000 $0
05-141 Kristen J. Smith OR 4166/PG 1805 $18,000 $18,000
04-026R Santos Gomez OR 3578/PG 0871 $15,000 $15,000
Total $76,950 $33,000
Approval of this Item will authorize the Chairman to sign the aforementioned satisfactions of mortgage
and the executed documents shall be recorded in the Public Records of Collier County, Florida.
FISCAL IMPACT: The repaid amount of $33,000 satisfies the payoff amount. These repayments are
considered program income and have been deposited in SHIP Grant Fund (791), Project 33613.
Deposited funds will be used for SHIP eligible activities. The Budget Amendment recognizes $33,000 in
program income, of which five percent (5%) will be used as Administrative funds. Recording fees of $10
per Satisfaction of Mortgage have been paid by the homeowner. The $10 recording fee for the forgiven
loans will be paid by SHIP Grant Fund (791), Project 33613.
LEGAL CONSIDERATIONS: This Item is approved for form and legality and required a majority vote
for Board approval. - JAB
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GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
RECOMMENDATION: To approve and authorize the Chairman to sign six (6) mortgage satisfactions
for the State Housing Initiatives Partnership loan program in the amount of $76,950 and approve the
associated Budget Amendment.
Prepared By: Lisa N. Carr, Senior Grants Coordinator, Community & Human Services Division
ATTACHMENT(S)
1. Satisfactions of Mortgage (PDF)
2. Backup Docs SOM Lepore (PDF)
3. Backup Docs SOM Lubref (PDF)
4. Backup Docs SOM Rocha-Alvarado (PDF)
5. Backup Docs SOM St. Vil (PDF)
6. Backup Docs SOM Smith (PDF)
7. SAP 33613 $33,000 PI 06.23.20 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.8
Doc ID: 12476
Item Summary: Recommendation to approve and authorize the chairman to sign six (6) mortgage
satisfactions for the State Housing Initiatives Partnership loan program in the amount of $76,950 and the
associated Budget Amendment.
Meeting Date: 06/23/2020
Prepared by:
Title: Grants Coordinator – Community & Human Services
Name: Lisa Carr
05/21/2020 5:46 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
05/21/2020 5:46 PM
Approved By:
Review:
Community & Human Services Cormac Giblin Additional Reviewer Completed 05/22/2020 2:30 PM
Community & Human Services Leslie Davis Additional Reviewer Completed 05/23/2020 1:44 PM
Community & Human Services Kristi Sonntag CHS Review Completed 05/27/2020 5:57 PM
Operations & Veteran Services Kimberley Grant Level 1 Reviewer Completed 06/01/2020 1:37 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 06/01/2020 8:54 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 06/04/2020 3:25 PM
Grants Erica Robinson Level 2 Grants Review Completed 06/05/2020 10:32 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 06/05/2020 12:48 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 06/15/2020 12:13 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 06/15/2020 12:20 PM
Grants Therese Stanley Additional Reviewer Completed 06/15/2020 1:04 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/15/2020 1:29 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 06/15/2020 6:54 PM
County Manager's Office Sean Callahan Level 4 County Manager Review Completed 06/16/2020 12:33 PM
Board of County Commissioners MaryJo Brock Meeting Pending 06/23/2020 9:00 AM
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Packet Pg. 1540 Attachment: Satisfactions of Mortgage (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1541 Attachment: Satisfactions of Mortgage (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1542 Attachment: Satisfactions of Mortgage (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1543 Attachment: Satisfactions of Mortgage (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1544 Attachment: Satisfactions of Mortgage (12476 : SHIP Satisfaction of Mortgages)
16.D.8.aPacket Pg. 1545Attachment: Satisfactions of Mortgage (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1546 Attachment: Backup Docs SOM Lepore (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1547 Attachment: Backup Docs SOM Lepore (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1548 Attachment: Backup Docs SOM Lepore (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1549 Attachment: Backup Docs SOM Lepore (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1550 Attachment: Backup Docs SOM Lubref (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1551 Attachment: Backup Docs SOM Lubref (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1552 Attachment: Backup Docs SOM Lubref (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1553 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1554 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1555 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1556 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1557 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1558 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1559 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1560 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1561 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1562 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1563 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1564 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1565 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1566 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1567 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1568 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1569 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1570 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1571 Attachment: Backup Docs SOM Rocha-Alvarado (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1572 Attachment: Backup Docs SOM St. Vil (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1573 Attachment: Backup Docs SOM St. Vil (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1574 Attachment: Backup Docs SOM St. Vil (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1575 Attachment: Backup Docs SOM Smith (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1576 Attachment: Backup Docs SOM Smith (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1577 Attachment: Backup Docs SOM Smith (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1578 Attachment: Backup Docs SOM Smith (12476 : SHIP Satisfaction of Mortgages)
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Packet Pg. 1579 Attachment: Backup Docs SOM Smith (12476 : SHIP Satisfaction of Mortgages)
16.D.8.gPacket Pg. 1580Attachment: SAP 33613 $33,000 PI 06.23.20 (12476 : SHIP Satisfaction of Mortgages)