Agenda 09/28/2021 Item #16D 5 (Mortgage Satisfactions)09/28/2021
EXECUTIVE SUMMARY
Recommendation to approve and authorize the chairperson to sign eighteen (18) mortgage
satisfactions for the State Housing Initiatives Partnership loan program in the amount of $232,450
and the associated Budget Amendments. (Net Fiscal Impact $32,450)
OBJECTIVE: To support the affordability of housing in Collier County through 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.
The following table provides details regarding the associated mortgages that have been repaid in full and
those that have met the affordability term, therefore have been forgiven. As such, satisfaction of
mortgages is required.
Resolution No. 18-58 provides that in the event of the death of the borrowers, all debts will be forgiven
for all affordable housing programs administered by Collier County Community and Human Services
Division (CHS). The Certificates of Death for James (deceased) and Florence Spivey (deceased) ha ve
been provided to CHS.
File # Name Public Record Mortgage
Amount
Payoff
Amount
00-131 Martin H. Anastasio OR 2637/PG 0558 $2,500 $2,500
99-168B Mario Chavez & Rosalba Chavez OR 2577/PG 3115 $2,500 $0
01-186 David R. Cruz OR 2785/PG 1675 $5,000 $0
08-082 Sharon Davidson OR 4376/PG 3602 $16,200 $13,700**
16-052R Alfred and Mildred Gabriel OR 5660/PG 799 & OR
5666/PG 683
$55,000 $0*
01-021 Marie Gilot OR 2876/PG 2689 $15,000 $0
00-046 Salvador Gonzalez and Maria de
Jesus Vasquez
OR 2638/PG 2632 $5,000 $0
98-013 Susie Mae Hall OR 2487/PG 3326 $15,000 $0
98-026 Mary Hollis OR 2723/PG 2856 $15,000 $0
98-006 Annie L. James OR 2533/PG 0629 $15,000 $0
98-001 Linda Kent OR 2704/PG 2697 $20,000 $0
05-005R Joyce Knowles OR 3786/PG 1589 $15,000 $0
00-116 Oscar and Lynn Luciano OR 2604/PG 0903 $5,000 $0
99-143 Jesus Perez and Sissi Perez OR 2572/PG 0131 $5,000 $0
08-104 Anne Shultz OR 4380/PG 1694 $18,750 $16,250**
05-035R James and Florence Spivey OR 3995/PG 0921 $15,000 $0
99-097 Wilfrid Surlin and Marie Surlin OR 2572/PG 1142 $2,500 $0
99-141 Judith Weis A/K/A Judith E. Weiss OR 2569/PG 1883 $5,000 0
Total $232,450 $32,450
16.D.5
Packet Pg. 1057
09/28/2021
* Applicants withdrew their Owner-Occupied Rehabilitation Application. No funds were disbursed
on behalf of the clients.
** The total amount stated on the mortgage was not dispersed to the clients; they did not receive
the SHIP Emergency Rehabilitation loan for $2,500.
Approval of these items will authorize the Chairperson to sign the aforementioned mortgage satisfactions
and the executed documents shall be recorded in the Public Records of Collier County, Florida.
FISCAL IMPACT: The repaid amount of $32,450 satisfies the payoff amounts. These repayments are
considered program income and have been deposited in SHIP Grant Fund (791), Project 33759.
Deposited funds will be used for SHIP eligible activities. The Budget Amendment recognizes $32,450 in
program income, of which five percent (5%) will be used as Administrative funds. Recording fees of $10
have been paid by homeowners Davidson and Shultz. The $10 recording fees for all the others will be
paid by SHIP Grant Fund (791), Project 33759.
LEGAL CONSIDERATIONS: This item is approved for form and legality and requires a majority vote
for Board approval. -JAB
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
RECOMMENDATION: To approve and authorize the Chairperson to sign eighteen (18) mortgage
satisfactions for the State Housing Initiatives Partnership loan program in the amount of $232,450 and the
associated Budget Amendments. (Net Fiscal Impact $32,450)
Prepared By: Maria C. Aldana, Grant Support Specialist, Community & Human Services Division
ATTACHMENT(S)
1. Satisfactions of Mortgage (PDF)
2. Backup Docs SOM - Anastasio (PDF)
3. Backup Docs SOM - Chavez (PDF)
4. Backup Docs SOM - Cruz (PDF)
5. Backup Docs SOM - Davidson (PDF)
6. Backup Docs SOM - Gabriel (PDF)
7. Backup Docs SOM - Gilot (PDF)
8. Backup Docs SOM - Gonzalez (PDF)
9. Backup Docs SOM - Hall (PDF)
10. Backup Docs SOM - Hollis (PDF)
11. Backup Docs SOM - James (PDF)
12. Backup Docs SOM - Kent (PDF)
13. Backup Docs SOM - Knowles (PDF)
14. Backup Docs SOM - Luciano (PDF)
15. Backup Docs SOM - Perez (PDF)
16. Backup Docs SOM - Shultz (PDF)
17. Backup Docs SOM - Spivey (PDF)
18. Backup Docs SOM - Surlin (PDF)
19. Backup Docs SOM - Weiss (PDF)
16.D.5
Packet Pg. 1058
09/28/2021
20. SAP $32,450 09.28.21f (PDF)
16.D.5
Packet Pg. 1059
09/28/2021
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.5
Doc ID: 17794
Item Summary: Recommendation to approve and authorize the chairperson to sign eighteen (18)
mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of
$232,450 and the associated Budget Amendments.
Meeting Date: 09/28/2021
Prepared by:
Title: – Community & Human Services
Name: Maria Aldana
08/17/2021 2:29 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
08/17/2021 2:29 PM
Approved By:
Review:
Community & Human Services Lisa Carr Additional Reviewer Completed 08/17/2021 2:48 PM
Community & Human Services Leslie Davis Additional Reviewer Completed 08/17/2021 3:22 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 08/18/2021 10:33 AM
Community & Human Services Jacob LaRow Additional Reviewer Completed 08/23/2021 8:31 AM
Community & Human Services Kristi Sonntag CHS Review Completed 08/23/2021 5:17 PM
Operations & Veteran Services Kimberley Grant Additional Reviewer Completed 08/25/2021 2:11 PM
Public Services Department Todd Henry Public Services Department Completed 08/26/2021 7:47 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 08/30/2021 9:10 AM
Public Services Department Dan Rodriguez PSD Department Head Completed 09/08/2021 10:30 AM
Grants Erica Robinson Level 2 Grants Review Completed 09/10/2021 12:54 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 09/10/2021 2:40 PM
Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 09/13/2021 9:16 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/15/2021 12:50 PM
Grants Therese Stanley Additional Reviewer Completed 09/20/2021 9:00 AM
County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 09/20/2021 1:53 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 09/28/2021 9:00 AM
16.D.5
Packet Pg. 1060
16.D.5.a
Packet Pg. 1061 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1062 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1063 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1064 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1065 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1066 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1067 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1068 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1069 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1070 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1071 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1072 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1073 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1074 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1075 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1076 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1077 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.a
Packet Pg. 1078 Attachment: Satisfactions of Mortgage (17794 : SOM - SHIP)
16.D.5.b
Packet Pg. 1079 Attachment: Backup Docs SOM - Anastasio (17794 : SOM - SHIP)
16.D.5.b
Packet Pg. 1080 Attachment: Backup Docs SOM - Anastasio (17794 : SOM - SHIP)
16.D.5.b
Packet Pg. 1081 Attachment: Backup Docs SOM - Anastasio (17794 : SOM - SHIP)
16.D.5.b
Packet Pg. 1082 Attachment: Backup Docs SOM - Anastasio (17794 : SOM - SHIP)
16.D.5.b
Packet Pg. 1083 Attachment: Backup Docs SOM - Anastasio (17794 : SOM - SHIP)
16.D.5.b
Packet Pg. 1084 Attachment: Backup Docs SOM - Anastasio (17794 : SOM - SHIP)
16.D.5.c
Packet Pg. 1085 Attachment: Backup Docs SOM - Chavez (17794 : SOM - SHIP)
16.D.5.c
Packet Pg. 1086 Attachment: Backup Docs SOM - Chavez (17794 : SOM - SHIP)
16.D.5.c
Packet Pg. 1087 Attachment: Backup Docs SOM - Chavez (17794 : SOM - SHIP)
16.D.5.c
Packet Pg. 1088 Attachment: Backup Docs SOM - Chavez (17794 : SOM - SHIP)
16.D.5.c
Packet Pg. 1089 Attachment: Backup Docs SOM - Chavez (17794 : SOM - SHIP)
16.D.5.d
Packet Pg. 1090 Attachment: Backup Docs SOM - Cruz (17794 : SOM - SHIP)
16.D.5.d
Packet Pg. 1091 Attachment: Backup Docs SOM - Cruz (17794 : SOM - SHIP)
16.D.5.d
Packet Pg. 1092 Attachment: Backup Docs SOM - Cruz (17794 : SOM - SHIP)
16.D.5.d
Packet Pg. 1093 Attachment: Backup Docs SOM - Cruz (17794 : SOM - SHIP)
16.D.5.d
Packet Pg. 1094 Attachment: Backup Docs SOM - Cruz (17794 : SOM - SHIP)
16.D.5.d
Packet Pg. 1095 Attachment: Backup Docs SOM - Cruz (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1096 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1097 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1098 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1099 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1100 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1101 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1102 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.e
Packet Pg. 1103 Attachment: Backup Docs SOM - Davidson (17794 : SOM - SHIP)
16.D.5.f
Packet Pg. 1104 Attachment: Backup Docs SOM - Gabriel (17794 : SOM - SHIP)
16.D.5.f
Packet Pg. 1105 Attachment: Backup Docs SOM - Gabriel (17794 : SOM - SHIP)
16.D.5.f
Packet Pg. 1106 Attachment: Backup Docs SOM - Gabriel (17794 : SOM - SHIP)
16.D.5.f
Packet Pg. 1107 Attachment: Backup Docs SOM - Gabriel (17794 : SOM - SHIP)
16.D.5.f
Packet Pg. 1108 Attachment: Backup Docs SOM - Gabriel (17794 : SOM - SHIP)
16.D.5.f
Packet Pg. 1109 Attachment: Backup Docs SOM - Gabriel (17794 : SOM - SHIP)
16.D.5.g
Packet Pg. 1110 Attachment: Backup Docs SOM - Gilot (17794 : SOM - SHIP)
16.D.5.g
Packet Pg. 1111 Attachment: Backup Docs SOM - Gilot (17794 : SOM - SHIP)
16.D.5.g
Packet Pg. 1112 Attachment: Backup Docs SOM - Gilot (17794 : SOM - SHIP)
16.D.5.g
Packet Pg. 1113 Attachment: Backup Docs SOM - Gilot (17794 : SOM - SHIP)
16.D.5.h
Packet Pg. 1114 Attachment: Backup Docs SOM - Gonzalez (17794 : SOM - SHIP)
16.D.5.h
Packet Pg. 1115 Attachment: Backup Docs SOM - Gonzalez (17794 : SOM - SHIP)
16.D.5.h
Packet Pg. 1116 Attachment: Backup Docs SOM - Gonzalez (17794 : SOM - SHIP)
16.D.5.h
Packet Pg. 1117 Attachment: Backup Docs SOM - Gonzalez (17794 : SOM - SHIP)
16.D.5.h
Packet Pg. 1118 Attachment: Backup Docs SOM - Gonzalez (17794 : SOM - SHIP)
16.D.5.i
Packet Pg. 1119 Attachment: Backup Docs SOM - Hall (17794 : SOM - SHIP)
16.D.5.i
Packet Pg. 1120 Attachment: Backup Docs SOM - Hall (17794 : SOM - SHIP)
16.D.5.i
Packet Pg. 1121 Attachment: Backup Docs SOM - Hall (17794 : SOM - SHIP)
16.D.5.j
Packet Pg. 1122 Attachment: Backup Docs SOM - Hollis (17794 : SOM - SHIP)
16.D.5.j
Packet Pg. 1123 Attachment: Backup Docs SOM - Hollis (17794 : SOM - SHIP)
16.D.5.j
Packet Pg. 1124 Attachment: Backup Docs SOM - Hollis (17794 : SOM - SHIP)
16.D.5.k
Packet Pg. 1125 Attachment: Backup Docs SOM - James (17794 : SOM - SHIP)
16.D.5.k
Packet Pg. 1126 Attachment: Backup Docs SOM - James (17794 : SOM - SHIP)
16.D.5.k
Packet Pg. 1127 Attachment: Backup Docs SOM - James (17794 : SOM - SHIP)
16.D.5.k
Packet Pg. 1128 Attachment: Backup Docs SOM - James (17794 : SOM - SHIP)
16.D.5.l
Packet Pg. 1129 Attachment: Backup Docs SOM - Kent (17794 : SOM - SHIP)
16.D.5.l
Packet Pg. 1130 Attachment: Backup Docs SOM - Kent (17794 : SOM - SHIP)
16.D.5.l
Packet Pg. 1131 Attachment: Backup Docs SOM - Kent (17794 : SOM - SHIP)
16.D.5.l
Packet Pg. 1132 Attachment: Backup Docs SOM - Kent (17794 : SOM - SHIP)
16.D.5.m
Packet Pg. 1133 Attachment: Backup Docs SOM - Knowles (17794 : SOM - SHIP)
16.D.5.m
Packet Pg. 1134 Attachment: Backup Docs SOM - Knowles (17794 : SOM - SHIP)
16.D.5.m
Packet Pg. 1135 Attachment: Backup Docs SOM - Knowles (17794 : SOM - SHIP)
16.D.5.n
Packet Pg. 1136 Attachment: Backup Docs SOM - Luciano (17794 : SOM - SHIP)
16.D.5.n
Packet Pg. 1137 Attachment: Backup Docs SOM - Luciano (17794 : SOM - SHIP)
16.D.5.n
Packet Pg. 1138 Attachment: Backup Docs SOM - Luciano (17794 : SOM - SHIP)
16.D.5.n
Packet Pg. 1139 Attachment: Backup Docs SOM - Luciano (17794 : SOM - SHIP)
16.D.5.o
Packet Pg. 1140 Attachment: Backup Docs SOM - Perez (17794 : SOM - SHIP)
16.D.5.o
Packet Pg. 1141 Attachment: Backup Docs SOM - Perez (17794 : SOM - SHIP)
16.D.5.o
Packet Pg. 1142 Attachment: Backup Docs SOM - Perez (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1143 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1144 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1145 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1146 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1147 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1148 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1149 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1150 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.p
Packet Pg. 1151 Attachment: Backup Docs SOM - Shultz (17794 : SOM - SHIP)
16.D.5.q
Packet Pg. 1152 Attachment: Backup Docs SOM - Spivey (17794 : SOM - SHIP)
16.D.5.q
Packet Pg. 1153 Attachment: Backup Docs SOM - Spivey (17794 : SOM - SHIP)
16.D.5.q
Packet Pg. 1154 Attachment: Backup Docs SOM - Spivey (17794 : SOM - SHIP)
16.D.5.q
Packet Pg. 1155 Attachment: Backup Docs SOM - Spivey (17794 : SOM - SHIP)
16.D.5.r
Packet Pg. 1156 Attachment: Backup Docs SOM - Surlin (17794 : SOM - SHIP)
16.D.5.r
Packet Pg. 1157 Attachment: Backup Docs SOM - Surlin (17794 : SOM - SHIP)
16.D.5.r
Packet Pg. 1158 Attachment: Backup Docs SOM - Surlin (17794 : SOM - SHIP)
16.D.5.r
Packet Pg. 1159 Attachment: Backup Docs SOM - Surlin (17794 : SOM - SHIP)
16.D.5.s
Packet Pg. 1160 Attachment: Backup Docs SOM - Weiss (17794 : SOM - SHIP)
16.D.5.s
Packet Pg. 1161 Attachment: Backup Docs SOM - Weiss (17794 : SOM - SHIP)
16.D.5.s
Packet Pg. 1162 Attachment: Backup Docs SOM - Weiss (17794 : SOM - SHIP)
16.D.5.s
Packet Pg. 1163 Attachment: Backup Docs SOM - Weiss (17794 : SOM - SHIP)
16.D.5.uPacket Pg. 1164Attachment: SAP $32,450 09.28.21f (17794 : SOM - SHIP)