Agenda 04/12/2022 Item #16D 2 (Mortgage Satisfactions SHIP Loan Program)04/12/2022
EXECUTIVE SUMMARY
Recommendation to approve and authorize the chairman to sign two (2) mortgage satisfactions for
the State Housing Initiatives Partnership loan program in the amount of $30,000 and approve the
associated Budget Amendment to appropriate repayment amount totaling $20,000. (SHIP Grant
Fund 791)
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.
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 Certificate of Death for the deceased has been provided to CHS.
The following table provides details regarding the associated mortgages that have been forgiven or repaid
in full. As such, satisfactions of mortgage are required.
File # Name Reason for
Payoff
Public Record Mortgage
Amount
Payoff
Amount
03-322 Fortilis and Morilia A.
Faustin
Deceased OR 3718/PG 2705 $10,000 $0
15-011 Brooke A. Johnston and
Israel Arvizu Jr.
Sold Home OR 5292/PG 1651 $20,000 $20,000
Total $30,000 $20,000
Approval of these items will authorize the Chairman 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 $20,000 satisfies the payoff amount. This repayment is
considered program income and has been deposited in SHIP Grant Fund (791), Project 33759. Deposited
funds will be used for SHIP eligible activities. The Budget Amendment recognizes $20,000 in program
income, of which five percent (5%) will be used as administrative funds. A Recording fee of $10 has been
paid by Johnston/Arvizu. The $10 recording fee for Faustin will be paid by SHIP Grant Fund (791),
Project 33759.
LEGAL CONSIDERATIONS: This item is approved for form and legality and required a majority vote
for Board approval. -JAB
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
RECOMMENDATION: To approve and authorize the chairman to sign two (2) mortgage satisfactions
for the State Housing Initiatives Partnership loan program in the amount of $30,000 and approve the
associated Budget Amendment to appropriate repayment amount totaling $20,000. (SHIP Grant Fund
16.D.2
Packet Pg. 1241
04/12/2022
791)
Prepared By: Karina Bardales, Grants Support Specialist, Community & Human Services Division
ATTACHMENT(S)
1. Backup Docs-Faustin (PDF)
2. Backup Docs-Johnston (PDF)
3. SHIP SOM (PDF)
4. SAP $20,000 (PDF)
16.D.2
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04/12/2022
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.2
Doc ID: 21522
Item Summary: Recommendation to approve and authorize the chairman to sign two (2)
mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of
$30,000 and approve the associated Budget Amendment to appropriate repayment amount totaling
$20,000. (SHIP Grant Fund 791)
Meeting Date: 04/12/2022
Prepared by:
Title: – Community & Human Services
Name: Karina Bardales
03/02/2022 2:11 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
03/02/2022 2:11 PM
Approved By:
Review:
Community & Human Services Lisa Carr Additional Reviewer Completed 03/07/2022 12:07 PM
Capital Project Planning, Impact Fees, and Program Management Gino Santabarbara Additional Reviewer Completed 03/07/2022 4:42 PM
Community & Human Services Jacob LaRow Additional Reviewer Completed 03/09/2022 9:15 AM
Communications, Government, and Public Affairs Lisa Weinmann Additional Reviewer Completed 03/09/2022 9:18 AM
Community & Human Services Blanca Aquino Luque Additional Reviewer Completed 03/09/2022 1:52 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 03/10/2022 10:44 AM
Operations & Veteran Services Kimberley Grant Additional Reviewer Completed 03/11/2022 11:00 AM
Community & Human Services Kristi Sonntag CHS Review Completed 03/11/2022 12:35 PM
Public Services Department Todd Henry PSD Level 1 Reviewer Completed 03/14/2022 9:27 AM
Grants Erica Robinson Level 2 Grants Review Completed 03/14/2022 2:21 PM
Public Services Department Tanya Williams PSD Department Head Review Completed 03/15/2022 4:07 PM
Facilities Management Jennifer Belpedio Level 2 Attorney of Record Review Completed 03/25/2022 12:57 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 03/25/2022 1:03 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/25/2022 2:41 PM
Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 03/28/2022 9:16 AM
Grants Therese Stanley Additional Reviewer Completed 03/28/2022 10:26 AM
16.D.2
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04/12/2022
County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 03/28/2022 4:17 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 04/12/2022 9:00 AM
16.D.2
Packet Pg. 1244
16.D.2.a
Packet Pg. 1245 Attachment: Backup Docs-Faustin (21522 : SHIP Satisfaction of Mortgage)
16.D.2.a
Packet Pg. 1246 Attachment: Backup Docs-Faustin (21522 : SHIP Satisfaction of Mortgage)
16.D.2.a
Packet Pg. 1247 Attachment: Backup Docs-Faustin (21522 : SHIP Satisfaction of Mortgage)
$ 89,000
$ 47,586
$ 86,465
$ 134,051
$ 1,501
$ 132,550
$ 134,051
$ 132,550
Collier County Proper ty AppraiserProperty Summar y
Parcel No 25967800849 SiteAddress*Disclaimer
14669APALACHEEST Site City NAPLES Site Zone*Note 34114
Name / Address FAUSTIN ET AL, FORTINEL
226 AMBURY ST
City FORT MYERS State FL Zip 33913
Map No.Strap No.Section Township Range Acres *Estimated
6B12 216300 336B12 12 51 26 0.13
Legal CHARLEE ESTATES LOT 33
Millage Area 25 Millage Rates *Calculations
Sub./Condo 216300 - CHARLEE ESTATES School Other Total
Use Code 1 - SINGLE FAMILY RESIDENTIAL 4.889 6.5293 11.4183
Latest Sales Histor y
(Not all Sales are listed due to Confidentiality)
Date Book-Page Amount
01/20/05 3718-2700
2021 Certified Tax Roll
(Subject to Change)
Land Value
(+) Improved Value
(=) Market Value
(-) 10% Cap
(=) Assessed Value
(=) School Taxable Value
(=) Taxable Value
If all Values shown above equal 0 this parcel was created after theFinal Tax Roll
16.D.2.a
Packet Pg. 1248 Attachment: Backup Docs-Faustin (21522 : SHIP Satisfaction of Mortgage)
3/2/22, 7:56 AM Printing ...
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Party Names Recorded DocType Inst #Book Page Pgs
F:FOUSTIN FORTINEL
T:MONTOMERY WINSLOW ROOFING
2/22/2019 NC 5675352 OR 5601 329 1
CHARLEE ESTATES LOT 33 V
F:CIRCUIT COURT OF THE 20TH JUDICIAL COLLIER
T:FAUSTIN ATENISE
T:FAUSTIN FORTILIS EST
T:FAUSTIN FORTINEL
T:FAUSTIN FORTIS
T:FAUSTIN IRENE
T:FAUSTIN JHONY
...
10/12/2018 ORDER 5623703 OR 5561 2409 4
CHARLEE ESTATES LOT 33 V
F:BOARD OF COUNTY COMMISSIONERS
F:COLLIER COUNTY
T:HABITAT FOR HUMANITY OF COLLIER COUNTY INC
7/13/2018 AGRM 5585539 OR 5532 1893 2
CHARLEE ESTATES LOT 30,33 V
F:FAUSTIN MORILIA A EST
T:FAUSTIN FORTILIS EST
T:FAUSTIN FORTINEL
10/21/2015 ORDER 5185670 OR 5206 1224 3
CHARLEE ESTATES LOT 33 V
F:FAUSTIN FORTILIS
F:FAUSTIN MORILIA
F:FAUSTIN MORILIA A
T:HABITAT FOR HUMANITY COLLIER COUNTY INC
1/20/2005 MTGE 3543880 OR 3718 2708 3
CHARLEE ESTATES LOT 33 V
F:FAUSTIN FORTILIS
F:FAUSTIN MORILIA
F:FAUSTIN MORILIA A
T:COLLIER COUNTY
1/20/2005 MTGE 3543879 OR 3718 2705 3
CHARLEE ESTATES LOT 33 V
F:FAUSTIN FORTILIS
F:FAUSTIN MORILIA
F:FAUSTIN MORILIA A
T:HABITAT FOR HUMANITY COLLIER COUNTY INC
1/20/2005 MTGE 3543878 OR 3718 2701 4
CHARLEE ESTATES LOT 33 V
F:HABITAT FOR HUMANITY COLLIER COUNTY INC
T:FAUSTIN FORTILIS
T:FAUSTIN MORILIA A
1/20/2005 DEED 3543877 OR 3718 2700 1
CHARLEE ESTATES LOT 33 V
F:HABITAT FOR HUMANITY COLLIER COUNTY INC
T:HABITAT FOR HUMANITY COLLIER COUNTY INC
1/20/2005 TERM 3543876 OR 3718 2698 2
CHARLEE ESTATES LOT 33 V
F:COLLIER COUNTY
T:HABITAT FOR HUMANITY COLLIER COUNTY INC
3/31/2004 LIEN 3370470 OR 3531 3748 8
CHARLEE ESTATES LOT 33 V
F:HABITAT FOR HUMANITY COLLIER COUNTY INC
T:HABITAT FOR HUMANITY COLLIER COUNTY INC
3/24/2004 NC 3366037 OR 3527 1618 1
CHARLEE ESTATES LOT 33 V
16.D.2.a
Packet Pg. 1249 Attachment: Backup Docs-Faustin (21522 : SHIP Satisfaction of Mortgage)
16.D.2.bPacket Pg. 1250Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
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Packet Pg. 1251 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
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Packet Pg. 1252 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
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Packet Pg. 1253 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
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Packet Pg. 1254 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
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Packet Pg. 1255 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
16.D.2.b
Packet Pg. 1256 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
From:LILIANA PERRY
To:BardalesKarina
Subject:JOHNSTON PAYOFF REQUEST 01-67799
Date:Friday, December 17, 2021 9:04:27 AM
Attachments:image001.jpg
image002.jpg
JOHNSTON COLLIER COUNTY MTG.pdf
JOHNSTON PAYOFF REQUEST LETTER.pdf
JOHNSTON BA.pdf
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender
and use extreme caution when opening attachments or clicking links.
Please find attached request for a payoff for a mutual client.
Let me know if you have any questions!
Liliana Perry
Post Closing – Title Assistant
Members Title Agency, LLC
6810 E. Hillsborough Avenue, MTL001, Tampa, Florida 33610
Toll Fee: 800.999.5887 ext. 86214 | P: 813.622.8833 | F: (813)628-6464
www.floridamta.org
The information transmitted is intended only for the person or entity to which it is addressed
and may contain confidential and/or privileged material. Any review, retransmission,
dissemination or other use of this information by persons or entities other than the intended
recipient(s) is unauthorized and prohibited. Any transmission of confidential and/or privileged
material to persons or entities other than the intended recipient(s) shall not be construed as a
waiver of any privilege or confidence. If you receive this transmission in error, please contact
the sender and delete the material.
16.D.2.b
Packet Pg. 1257 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
6810 E. Hillsborough Ave, Tampa, FL 33610
ph. 800.999.5887 ext. 86299 I fax 813-628-6464
memberstitleprocessors@floridamta.org
www.floridamta.org
December 17, 2021
Collier County Board of County Commissioners
2800 North Horseshoe Drive, Ste. 400
Naples, Fl 34104
ATTENTION: PAYOFF DEPARTMENT
FAX: (239)774-8505
Loan Number
BORROWER’S AUTHORIZATION ATTACHED PLEASE FAX BACK A.S.A.P.
*****PLEASE NOTE THAT THE B/A DOES INCLUDE MEMBERS TITLE*****
File Number 01-67799
Seller/Owner(s): BROOKE A JOHNSTON
Property: 2971 20TH AVE NE, NAPLES, FL 34120
Good thru: 01/17/22
Ladies and Gentlemen:
Members Title Agency is handling the closing of a transaction involving the mortgage and property referenced above. This
indebtedness will be paid in full at the time of closing. Please fax the payoff to the fax number above; we acknowledge your fax fee,
if any. If required, the mortgagor(s) have signed below to authorize figures be provided to us and acknowledge any associated fees.
It is your responsibility to verify that the loan number referenced above corresponds to a mortgage, which encumbers the above
referenced property in the original mortgage amount indicated above. If there is any discrepancy, please advise immediately.
The information contained in your estoppel letter will be relied upon by this Company to induce us to collect the funds you indicate
are required to satisfy the mortgage. Members Title Agency is not responsible for your errors in any calculations or figures you
provide to us. Your Company must execute and return to us a Satisfaction of Mortgage within thirty (30) days of your receipt of the
funds.
Please advise us as soon as possible of the amount requir ed to satisfy this loan. Also, please include a daily interest or per diem for
calculation purposes and the address to which we should deliver the payoff. If your mortgage requires a thirty (30) day written notice
of intent to payoff, please let this request serve as your notice.
Please see attached borrowers authorization under Author ization to Release Information #2 to Suncoast Credit Union and/or Members
Title Agency LLC.
Your prompt attention will be greatly appreciated.
Sincerely,
MEMBERS TITLE AGENCY, LLC
Liliana Perry
Title Assistant
Fax 813-628-6464
Phone 813-622-8833
Email memberstitleprocessors@floridamta.org
16.D.2.b
Packet Pg. 1258 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
16.D.2.b
Packet Pg. 1259 Attachment: Backup Docs-Johnston (21522 : SHIP Satisfaction of Mortgage)
16.D.2.c
Packet Pg. 1260 Attachment: SHIP SOM (21522 : SHIP Satisfaction of Mortgage)
16.D.2.c
Packet Pg. 1261 Attachment: SHIP SOM (21522 : SHIP Satisfaction of Mortgage)
16.D.2.ePacket Pg. 1262Attachment: SAP $20,000 (21522 : SHIP Satisfaction of Mortgage)