Agenda 06/14/2022 Item #16D3 (Mortgage Satisfactions Habitat/SHIP Program)06/14/2022
EXECUTIVE SUMMARY
Recommendation to approve and authorize the Chairman to sign three (3) mortgage satisfactions
for the State Housing Initiatives Partnership (SHIP) loan program in the amount of $150,000; this
transaction is a transfer of mortgage liability from Habitat for Humanity of Collier County, Inc., to
the homeowners provided with home purchase assistance through the Construction Assistance
Strategy. (SHIP Grant Fund 791)
OBJECTIVE: To support the affordability of housing in Collier County through the State Housing
Initiatives Partnership (SHIP) new construction assistance program.
CONSIDERATIONS: SHIP provided funds to a for-profit and a not-for-profit organization to be used
for the new construction cost and all associated fees and permits for residential resale of single-family
housing for resale to income-qualified homebuyers in Collier County. As a condition of the award, the
organization is required to execute a promissory note and mortgage during construction in the amount of
$50,000 in favor of the County and issue a construction subsidy credit for said amount upon resale at
closing on behalf of the income-qualified homebuyer.
At the time of resale, the income-qualified homebuyers received the construction subsidy in the amount of
$50,000 and executed a promissory note and mortgage in favor of Collier County. As a condition of
award, the homeowners are required to repay the assistance upon sale, refinance, or loss of homestead
exemption during the fifteen-year affordability term.
The following table provides details regarding the associated Habitat for Humanity of Collier County, Inc
mortgages that are proposed to be satisfied due to the homebuyer's executed replacement mortgage, also
shown.
FILE # ORGANIZATION PUBLIC
RECORD
HOMEBUYER PUBLIC
RECORD
MORTGAGE
AMOUNT
21-001CA Habitat for
Humanity of Collier
County, Inc.
OR 6100/
PG 146
Fredy J. Mejia OR 6105/
PG 2228
$50,000
21-002CA Habitat for
Humanity of Collier
County, Inc.
OR 6100/
PG 169
Maria Jose Santiago OR 6105/
PG 2125
$50,000
21-004CA Habitat for
Humanity of Collier
County, Inc.
OR 6100/
PG 111
Yisis Tamayo
Aguilera
OR 6106
PG 3002
$50,000
TOTAL $150,000
Approval of this item will authorize the Chairman to sign the attached satisfaction of mortgage and the
executed documents shall be recorded in the Public Records of Collier County, Florida.
FISCAL IMPACT: There is no Fiscal impact associated with Satisfaction of Mortgage. The total
recording fee of $30 will be paid from SHIP Grant Fund (791), Project 33759.
GROWTH MANAGEMENT IMPACT: The SHIP program furthers the goals and objectives of the
Housing Element of the Growth Management Plan.
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LEGAL CONSIDERATIONS: This item is approved for form and legality and requires a majority vote
for Board approval. -DDP
RECOMMENDATION: To approve three (3) mortgage satisfactions for the State Housing Initiatives
Partnership loan program in the amount of $150,000; this transaction is a transfer of mortgage liability
from Habitat for Humanity of Collier County, Inc., to the homeowners pr ovided with home purchase
assistance through the Construction Assistance Strategy.
Prepared By: Karina Bardales, Grant Support Specialist, Community & Human Services Division
ATTACHMENT(S)
1. Backup Docs Whitaker Woods Unit 601 (PDF)
2. Backup Docs Whitaker Woods Unit 602 (PDF)
3. Backup Docs Whitaker Woods Unit 604 (PDF)
4. SOM Habitat (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.3
Doc ID: 22060
Item Summary: Recommendation to approve and authorize the Chairman to sign three (3)
mortgage satisfactions for the State Housing Initiatives Partnership (SHIP) loan program in the amount of
$150,000; this transaction is a transfer of mortgage liability from Habitat for Humanity of Collier County,
Inc., to the homeowners provided with home purchase assistance through the Construction Assistance
Strategy. (SHIP Grant Fund 791)
Meeting Date: 06/14/2022
Prepared by:
Title: – Community & Human Services
Name: Karina Bardales
04/29/2022 8:37 AM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
04/29/2022 8:37 AM
Approved By:
Review:
Community & Human Services Lisa Carr Additional Reviewer Completed 04/29/2022 12:06 PM
Community & Human Services Blanca Aquino Luque Additional Reviewer Completed 05/10/2022 3:09 PM
Communications, Government, and Public Affairs Lisa Weinmann Additional Reviewer Completed 05/12/2022 11:51 AM
Community & Human Services Kristi Sonntag CHS Review Completed 05/12/2022 3:04 PM
Community & Human Services Jacob LaRow Additional Reviewer Completed 05/13/2022 7:16 AM
Operations & Veteran Services Kimberley Grant Additional Reviewer Completed 05/13/2022 1:19 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 05/17/2022 11:03 AM
Capital Project Planning, Impact Fees, and Program Management Gino Santabarbara Additional Reviewer Completed 05/17/2022 11:20 AM
Public Services Department Todd Henry PSD Level 1 Reviewer Completed 05/19/2022 12:21 PM
Grants Erica Robinson Level 2 Grants Review Completed 05/23/2022 2:17 PM
Public Services Department Tanya Williams PSD Department Head Review Completed 05/24/2022 9:37 AM
County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 05/24/2022 11:40 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/25/2022 8:50 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/25/2022 11:20 AM
Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 05/26/2022 7:51 AM
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Grants Therese Stanley Additional Reviewer Completed 05/31/2022 4:44 PM
County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 06/02/2022 8:46 AM
Board of County Commissioners Geoffrey Willig Meeting Pending 06/14/2022 9:00 AM
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Packet Pg. 1376 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1377 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1378 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1379 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1380 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1381 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1382 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1383 Attachment: Backup Docs Whitaker Woods Unit 601 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1384 Attachment: Backup Docs Whitaker Woods Unit 602 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1385 Attachment: Backup Docs Whitaker Woods Unit 602 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1388 Attachment: Backup Docs Whitaker Woods Unit 602 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1390 Attachment: Backup Docs Whitaker Woods Unit 602 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1391 Attachment: Backup Docs Whitaker Woods Unit 602 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1392 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1393 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1394 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1395 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1396 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1397 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1398 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
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Packet Pg. 1399 Attachment: Backup Docs Whitaker Woods Unit 604 (22060 : Satisfactions of Mortgage-Developer)
16.D.3.dPacket Pg. 1400Attachment: SOM Habitat (22060 : Satisfactions of Mortgage-Developer)
16.D.3.dPacket Pg. 1401Attachment: SOM Habitat (22060 : Satisfactions of Mortgage-Developer)
16.D.3.dPacket Pg. 1402Attachment: SOM Habitat (22060 : Satisfactions of Mortgage-Developer)