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Agenda 03/26/2024 Item #16D 4 (State Housing Initiatives Partnership Program)03/26/2024 EXECUTIVE SUMMARY Recommendation to approve the State Housing Initiatives Partnership Annual Report and Local Housing Incentive Certification for the closeout of Fiscal Year 2020/2021 and authorize the electronic submission to Florida Housing Finance Corporation to ensure compliance with program requirements. (SHIP Grant Fund 1053) OBJECTIVE: To comply with State Housing Initiatives Partnership (SHIP) Program annual report submission requirements. CONSIDERATIONS: Section 420.9075(10), Florida Statutes requires participants in the SHIP program to submit an annual report signed by the county’s chief elected official, or his or her designee, to certify that the local housing incentive strategies and the local housing incentive plan have been implemented or are in the process of being implemented. The SHIP Fiscal year runs from July 1 to June 30. Local governments have three (3) years to expend program funds. The County must submit a “closeout” report outlining its affordable housing program and accomplishme nts to the Florida Housing Finance Corporation (FHFC) by September 15th after the end of the third year, or when all funds for the fiscal year allocation are spent (whichever occurs first). The Board of County Commissioners (Board) recognized the Fiscal year 2020/2021 SHIP funding on June 23, 2020, (Agenda Item #16.D.6). On May 30, 2023, FHFC approved Community and Human Service’s (CHS) request to extend the expenditure deadline to December 31, 2023. On September 12, 2023 (Agenda Item #16.D.5), the Fiscal year 2020/2021 report was presented as an interim report because the grantor granted CHS an expenditure extension, to fully expend all funding due to construction delays resulting from Hurricane Ian. The Fiscal year 2020/2021 is now complete and is being resubmitted as a closeout report. The annual report and certification form is due to the FHFC via the Internet by March 31, 2024. Once the annual report and certification form are executed and submitted to the FHFC, Collier County will have fulfilled the reporting requirements of the SHIP program. FISCAL IMPACT: The annual report has no new Fiscal impact. The funding source for this grant is the Florida Housing Finance Corporation. Funds are budgeted in the SHIP Fund (1053) Projects 33686. Execution of this certification will ensure that Collier County continues to participate in and receive future funding from the SHIP Program. GROWTH MANAGEMENT: Execution of this certification and continued participation in the SHIP Program will allow Collier County to enhance the development of affordable workforce housing in accordance with the Housing Element of the Growth Management Plan of Collier County. LEGAL CONSIDERATIONS: The certification is a form document provided and required by the Florida Housing Finance Corporation. This item is approved for form and legality and requires a majority vote for Board action. -DDP RECOMMENDATION: To approve the State Housing Initiatives Partnership Annual Report and Local Housing Incentive Certification for the closeout of Fiscal Year 2020/2021 and authorize the electronic submission to Florida Housing Finance Corporation to ensure compliance with program requirements. Prepared By: Lisa N. Carr, Supervisor-Grants, Community and Human Services Division ATTACHMENT(S) 1. ShipAnnualReport 20 21 unsubmitted (PDF) 16.D.4 Packet Pg. 1167 03/26/2024 2. RE_ Collier County FY 20-21 SHIP Funding (PDF) 3. Certification (PDF) 16.D.4 Packet Pg. 1168 03/26/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.4 Doc ID: 28143 Item Summary: Recommendation to approve the State Housing Initiatives Partnership Annual Report and Local Housing Incentive Certification for the closeout of Fiscal Year 2020/2021 and authorize the electronic submission to Florida Housing Finance Corporation to ensure compliance with program requirements. (SHIP Grant Fund 1053) Meeting Date: 03/26/2024 Prepared by: Title: Grants Coordinator – Community & Human Services Name: Lisa Carr 02/22/2024 9:01 AM Submitted by: Title: Manager - Federal/State Grants Operation – Community & Human Services Name: Kristi Sonntag 02/22/2024 9:01 AM Approved By: Review: Community & Human Services Kristi Sonntag CHS Review Completed 02/23/2024 12:06 PM Community & Human Services Kim Frazier PSD Reviewer Completed 02/25/2024 10:05 PM Operations & Veteran Services Jeff Weir OVS Director Review Completed 02/27/2024 3:24 PM Community & Human Services Dharam Nohar PSD Reviewer Completed 02/28/2024 9:29 AM Community & Human Services Todd Henry PSD Reviewer Skipped 03/05/2024 9:21 AM Public Services Department Todd Henry Level 1 Department Review Completed 03/05/2024 10:07 AM Public Services Department Tanya Williams PSD Department Head Review Completed 03/11/2024 8:27 AM Grants Erica Robinson Level 2 Grants Review Completed 03/11/2024 11:16 AM County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 03/14/2024 11:30 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 03/14/2024 1:12 PM Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 03/14/2024 2:02 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 03/14/2024 2:39 PM Grants Therese Stanley OMB Reviewer Completed 03/15/2024 3:25 PM County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 03/18/2024 8:24 AM Board of County Commissioners Geoffrey Willig Meeting Pending 03/26/2024 9:00 AM 16.D.4 Packet Pg. 1169 Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 SHIP Annual Report Collier County/Naples FY 2020/2021 Closeout Report Status: UnsubmittedTitle: Form 1 1Page 16.D.4.a Packet Pg. 1170 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Form 2 Code Strategy Expended Amount Units Encumbered Amount Units Unencumbered Amount Units 2 Purchase Assistance $70,000.00 2 3 Owner Occupied Rehabilitation $75,985.34 4 4 Demolition & Replacement $40,971.25 Homeownership Totals: $186,956.59 6 Homeownership SHIP Distribution Summary Code Strategy Expended Amount Units Encumbered Amount Units Unencumbered Amount Units 20 Rental Acquistion $243,613.36 3 Rental Totals: $243,613.36 3 Rentals Subtotals: $430,569.95 9 Additional Use of Funds Use Expended Administrative Homeownership Counseling Admin From Program Income $22,253.60 Admin From Disaster Funds Totals:$452,823.55 $.00 $.009 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund * Carry Forward to Next Year: $4,706.32 NOTE: This carry forward amount will only be accurate when all revenue amounts and all expended, encumbered and unencumbered amounts have been added to Form 1 Source of Funds Amount State Annual Distribution $.00 Program Income (Interest) $12,519.79 Program Income (Payments) $432,552.25 Recaptured Funds $.00 Disaster Funds Other Funds Carryover funds from previous year $12,457.83 Total: $457,529.87 2Page 16.D.4.a Packet Pg. 1171 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Description Eff.1 Bed 2 Bed 3 Bed 4 Bed ELI 443 475 570 719 889 VLI 738 791 948 1,096 1,222 LOW 1,181 1,265 1,518 1,753 1,956 MOD 1,773 1,899 2,277 2,631 2,934 Up to 140% 2,068 2,215 2,656 3,069 3,423 Rental Unit Information Recap of Funding Sources for Units Produced ("Leveraging") Source of Funds Produced through June 30th for Units Amount of Funds Expended to Date % of Total Value SHIP Funds Expended $430,569.95 44.92% Public Moneys Expended $9,947.50 1.04% Private Funds Expended $496,252.00 51.77% Owner Contribution $21,749.16 2.27% Total Value of All Units $958,518.61 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab Compliance Category SHIP Funds Trust Funds Homeownership $186,956.59 $12,457.83 Construction / Rehabilitation $116,956.59 $12,457.83 % of Trust Fund FL Statute Minimum % 1500.72%65% 938.82%75% Program Compliance - Income Set-Asides Project Funding for Expended Funds Only Income Category SHIP Funds Total Available Funds % * Extremely Low $.00 .00% Very Low $360,805.26 78.86% Low $25,763.79 5.63% Moderate $44,000.90 9.62% Over 120%-140% $.00 .00% Totals:$430,569.95 94.11% 3Page 16.D.4.a Packet Pg. 1172 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Strategy List Unincorporated and Each Municipality ELI VLI Low Mod Over 140%Total Purchase Assistance Unincorporated 1 1 2 Rental Acquistion Unincorporated 3 3 Owner Occupied Rehabilitation Unincorporated 1 2 1 4 Totals: 5 2 2 9 Number of Households/Units Produced Description List Unincorporated and Each Municipality 0 - 25 26 - 40 41 - 61 62+Total Purchase Assistance Unincorporated 2 2 Rental Acquistion Unincorporated 2 1 3 Owner Occupied Rehabilitation Unincorporated 1 3 4 Totals: 4239 Characteristics/Age (Head of Household) Description List Unincorporated and Each Municipality 1 Person 2- 4 People 5 + People Total Purchase Assistance Unincorporated 2 2 Rental Acquistion Unincorporated 3 3 Owner Occupied Rehabilitation Unincorporated 3 1 4 Totals:6129 Family Size Description List Unincorporated and Each Municipality White Black Hisp- anic Asian Amer- Indian Other Total Purchase Assistance Unincorporated 1 1 2 Race (Head of Household) Form 3 Income Category Total Funds Mortgages, Loans & DPL's Mortgages, Loans & DPL Unit #s Total Funds SHIP Grants SHIP Grant Unit #s Total SHIP Funds Expended Total # Units Extremely Low 0 0 $.00 0 Very Low $360,805.26 5 0 $360,805.26 5 Low $25,763.79 2 0 $25,763.79 2 Moderate $44,000.90 2 0 $44,000.90 2 Over 120%-140% 0 0 $.00 0 Totals:$430,569.95 9 $.00 0 $430,569.95 9 4Page 16.D.4.a Packet Pg. 1173 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Status of Incentive Strategies Support Services Working with Housing Development Corporation (dba HELP) as a non-sponsor provider of Home Buyer Counseling and Financial Literacy. Other Accomplishments Collier County is a SHIP Success Story Award Winner for 2019 Availability for Public Inspection and Comments Per LHAP Requirements Life-to-Date Homeownership Default and Foreclosure Mortgage Foreclosures Incentive Description (If Other) Category Status Year Adopted (or N/A) Expedited permitting Required Implemented, in LHAP 2005 Ongoing review process Required Implemented, in LHAP 2005 Flexible densities AHAC Review Adopted 2004 Total SHIP Purchase Assistance Loans:3094 Form 4 Rental Acquistion Unincorporated 2 1 3 Owner Occupied Rehabilitation Unincorporated 1 3 4 Totals:351 9 Description List Unincorporated and Each Municipality Farm Worker Home- less Elderly Total Purchase Assistance Unincorporated 0 Rental Acquistion Unincorporated 3 3 Owner Occupied Rehabilitation Unincorporated 2 2 Totals: 3 2 5 Demographics (Any Member of Household) Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside Description Special Target Group Expended Funds Total # of Expended Units 5Page 16.D.4.a Packet Pg. 1174 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 A. Very low income households in foreclosure: B. Low income households in foreclosure: C. Moderate households in foreclosure: Mortgage Defaults A. Very low income households in default: B. Low income households in default: C. Moderate households in default: Strategies and Production Costs Expended Funds Strategy Average Cost Demolition & Replacement $40,971.25 Owner Occupied Rehabilitation $12,664.22 Purchase Assistance $35,000.00 Rental Acquistion $81,204.45 2 3 1 0 0 0 Strategy Full Name Address City Zip Code Expended Funds FY if Unit Already Counted Demolition & Replacement Anthony Varano 2113 Ixora Court Naples 34110 $40,971.25 2018-2019 Purchase Assistance Diego Ibanez Machu 3640 40th Ave SE Naples 34117 $50,000.00 Owner Occupied Rehabilitation Lillie Tubbs 803 Breezewood Dr Immokalee 34143 $835.85 2019-2020 Owner Occupied Rehabilitation Danny Cox 2551 2nd Ave NE Naples 34120 $2,782.50 2019-2020 Rental Acquistion Christopher Affatato 4905 Catalina Dr #39 Naples 34112 $81,204.45 Rental Acquistion Eric Barnes 4905 Catalina Dr #39 Naples 34112 $81,204.45 Rental Acquistion Terrance Denson 4905 Catalina Dr #39 Naples 34112 $81,204.46 Owner Occupied Rehabilitation Novella Williams 4132 20th Ave SW Naples 34116 $25,384.80 Owner Occupied Rehabilitation Lucy Hall 415 Gaunt St Immokalee 34142 $11,516.40 Total Unit Count:9 $430,569.95Total Expended Amount: Foreclosed Loans Life-to-date: Defaulted Loans Life-to-date: 6 0 SHIP Program Foreclosure Percentage Rate Life to Date: SHIP Program Default Percentage Rate Life to Date: 0.19 0.00 6Page 16.D.4.a Packet Pg. 1175 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Administration by Entity Program Income Loan Repayment:$432,552.25 Refinance: Foreclosure: Sale of Property: Interest Earned:$12,519.79 Total:$445,072.04 Program Income Funds Name Business Type Strategy Covered Responsibility Amount Collier County County Government Administration $22,253.60 Owner Occupied Rehabilitation Andrea Gulyas 2527 44th St, SW Naples 34116 $24,000.90 Owner Occupied Rehabilitation Jeff Sykes 1281 16th Ave SW Naples 34117 $11,464.89 Purchase Assistance Courtney Smith 825 Franklin Court Immokalee 34142 $20,000.00 Explanation of Recaptured funds Total:$.00 Description Amount Rental Developments Development Name Owner Address City Zip Code SHIP Amount SHIP Units Compliance Monitored By Single Family Area Purchase Price The average area purchase price of single family units: 283,670.00 Or Number of Affordable Housing Applications Submitted 24 Approved 10 Denied 3 Number of Affordable Housing Applications 7Page 16.D.4.a Packet Pg. 1176 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Not Applicable Form 5 Code(s)Strategies Expended Amount Units Encumbered Amount Units 3 Owner Occupied Rehabilitation $25,384.80 1 4 Demolition & Replacement $40,971.25 20 Rental Acquistion $243,613.36 3 SHIP Expended and Encumbered for Special Needs Applicants Special Needs Breakdown Strategies Special Needs Category Expended Amount Units Encumbered Amount Units (4) Demolition & Replacement Person with Disabling Condition (not DD) $40,971.25 (20) Rental Acquistion Person with Disabling Condition (not DD) $81,204.45 1 (20) Rental Acquistion Receiving Social Security Disability Insurance $81,204.45 1 (20) Rental Acquistion Receiving Supplemental Security Income $81,204.46 1 (3) Owner Occupied Rehabilitation Person with Disabling Condition (not DD) $25,384.80 1 Special Needs Category Breakdown by Strategy Provide a description of efforts to reduce homelessness: Assistance is provided through the HUD Emergency Solutions Grant and US Treasury - Emergency Rental Assistance. Interim Year Data 8Page 16.D.4.a Packet Pg. 1177 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 Interim Year Data Interim Year 1 State Annual Distribution $2,650,055.00 Program Funds Expended $1,120,000.00 Program Funds Encumbered $1,923,721.07 Total Administration Funds Expended $296,978.98 Total Administration Funds Encumbered $2,693.44 Homeownership Counseling 65% Homeownership Requirement $2,293,721.07 75% Construction / Rehabilitation $2,673,721.07 30% Very & Extremely Low Income Requirement $500,000.00 30% Low Income Requirement $600,000.00 20% Special Needs Requirement $400,000.00 Carry Forward to Next Year 86.55% 14.95% 17.95% 15.09% 100.89% Disaster Funds Program Income $693,338.49 9Page 16.D.4.a Packet Pg. 1178 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) Form SHIP AR/2009 67-38.008 (5), F.A.C. Effective Date: 5/23/2017 LG Submitted Comments: 10Page 16.D.4.a Packet Pg. 1179 Attachment: ShipAnnualReport 20 21 unsubmitted (28143 : SHIP 2020-2021 Closeout Report) From:Cameka Gardner To:Lisa Carr; Robert Dearduff Cc:Kristi Sonntag; Donald Luciano; Lisa Weinmann; Vanessa Collier Subject:RE: Collier County FY 20-21 SHIP Funding Date:Tuesday, September 19, 2023 10:11:49 AM Attachments:image007.png image008.png image009.png image010.png image011.png image017.png image018.png image019.png image020.png image021.png image022.png image001.png image002.png image003.png image004.png image005.png 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. Florida Housing is in receipt of your request for an expenditure extension for SHIP funds for the fiscal year 20/21. Based on the information provided in the request, we find that the request is reasonable and meets the standard required in 67-37.005 (1)(f). The expenditure deadline is December 31, 2023. In addition, your annual report should be submitted by March 31, 2024. _____________________________________________________________________________________________ ________ 67-37.005 (1) (f) The funds deposited to the local housing assistance trust fund must be spent within twenty-four months from the end of the applicable State fiscal year. Exceptions to this time frame must be approved by the Corporation SHIP Program Administrator on a case-by-case basis. Exceptions will only be granted for good cause. Examples of good cause are natural disasters, requirements of other State agencies, adverse market conditions, and unavoidable development delays. Adequate explanation of the reasons for the requested extension as well as a timeline for completing the expenditure of funds must be submitted to the Corporation before an extension will be approved, e.g., project status, work plan and completion schedule, commitment of funds, etc. The Corporation may require a local government requesting an expenditure extension to receive technical assistance through the Catalyst program to evaluate the need for an extension. Cameka Gardner, MBA Special Programs Manager Cameka.Gardner@floridahousing.org p. 850.488.4197 www.FloridaHousing.org 16.D.4.b Packet Pg. 1180 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) Florida has a broad and inclusive public records law. This e-mail and any responses to it should be considered a matter of public record. From: Lisa Carr <Lisa.Carr@colliercountyfl.gov> Sent: Tuesday, September 19, 2023 9:44 AM To: Robert Dearduff <Robert.Dearduff@floridahousing.org>; Cameka Gardner <Cameka.Gardner@floridahousing.org> Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Lisa Weinmann <lisa.weinmann@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov> Subject: RE: Collier County FY 20-21 SHIP Funding Ok, we will submit the subject closeout by March 31, 2024. Thank you. Respectfully, Lisa N. Carr Grants Coordinator II Community and Human Services Division Collier County Government 3339 East Tamiami Trail, Building H., Suite 211, Naples, FL 34112 Phone: 239-252-2339 lisa.carr@colliercountyfl.gov Making our Community Stronger: One life, one home, one project at a time. To improve our services and technical assistance to our clients, vendors, or subrecipients, we ask that you provide us feedback on our services to your organization by completing a short survey contain at the following links: SHIP CLIENTS: Click here to take our survey. INTERNAL PARTNERS: Click here to take our survey. From: Robert Dearduff <Robert.Dearduff@floridahousing.org> Sent: Tuesday, September 19, 2023 9:42 AM To: Lisa Carr <Lisa.Carr@colliercountyfl.gov>; Cameka Gardner <Cameka.Gardner@floridahousing.org> Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Lisa Weinmann <lisa.weinmann@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov> Subject: RE: Collier County FY 20-21 SHIP Funding 16.D.4.b Packet Pg. 1181 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) 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. How about March 31? From: Lisa Carr <Lisa.Carr@colliercountyfl.gov> Sent: Tuesday, September 19, 2023 9:33 AM To: Robert Dearduff <Robert.Dearduff@floridahousing.org>; Cameka Gardner <Cameka.Gardner@floridahousing.org> Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Lisa Weinmann <lisa.weinmann@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov> Subject: RE: Collier County FY 20-21 SHIP Funding Rob, Would a due date of April 14th be acceptable? Respectfully, Lisa N. Carr Grants Coordinator II Community and Human Services Division Collier County Government 3339 East Tamiami Trail, Building H., Suite 211, Naples, FL 34112 Phone: 239-252-2339 lisa.carr@colliercountyfl.gov Making our Community Stronger: One life, one home, one project at a time. To improve our services and technical assistance to our clients, vendors, or subrecipients, we ask that you provide us feedback on our services to your organization by completing a short survey contain at the following links: SHIP CLIENTS: Click here to take our survey. INTERNAL PARTNERS: Click here to take our survey. From: Robert Dearduff <Robert.Dearduff@floridahousing.org> Sent: Tuesday, September 19, 2023 9:24 AM To: Lisa Carr <Lisa.Carr@colliercountyfl.gov>; Cameka Gardner <Cameka.Gardner@floridahousing.org> Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano 16.D.4.b Packet Pg. 1182 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) <Donald.Luciano@colliercountyfl.gov>; Lisa Weinmann <lisa.weinmann@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov> Subject: RE: Collier County FY 20-21 SHIP Funding 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. That seems like too far out for those processes. From: Lisa Carr <Lisa.Carr@colliercountyfl.gov> Sent: Tuesday, September 19, 2023 9:22 AM To: Cameka Gardner <Cameka.Gardner@floridahousing.org>; Robert Dearduff <Robert.Dearduff@floridahousing.org> Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Lisa Weinmann <lisa.weinmann@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov> Subject: RE: Collier County FY 20-21 SHIP Funding Hello Cameka and Rob, I’m following up on the below request. Please rely at your earliest convenience. Thank you. Respectfully, Lisa N. Carr Grants Coordinator II Community and Human Services Division Collier County Government 3339 East Tamiami Trail, Building H., Suite 211, Naples, FL 34112 Phone: 239-252-2339 lisa.carr@colliercountyfl.gov Making our Community Stronger: One life, one home, one project at a time. To improve our services and technical assistance to our clients, vendors, or subrecipients, we ask that you provide us feedback on our services to your organization by completing a short survey contain at the following links: SHIP CLIENTS: Click here to take our survey. INTERNAL PARTNERS: Click here to take our survey. From: Lisa Carr Sent: Friday, September 15, 2023 10:33 AM 16.D.4.b Packet Pg. 1183 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) To: 'Cameka Gardner' <Cameka.Gardner@floridahousing.org>; Robert Dearduff <Robert.Dearduff@floridahousing.org> Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Lisa Weinmann <Lisa.Weinmann@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov> Subject: RE: Collier County FY 20-21 SHIP Funding Hello, Collier was granted an expenditure extension for our SHIP FY 20/21 funding year until December 31, 2023. The closeout for FY 20/21 year will not be completed until that time. Please consider that after December 31st there are several processes that need to be completed, such as: sponsor payment, report updated, management review and County Borad approval. In consideration of the stated processes our expectation for completing the FY 20/21 closeout is June 30, 2024. Please advise if the June 30, 2024, date is approved by FHFC for the submittal of the FY 20/21 closeout report? Respectfully, Lisa N. Carr Grants Coordinator II Community and Human Services Division Collier County Government 3339 East Tamiami Trail, Building H., Suite 211, Naples, FL 34112 Phone: 239-252-2339 lisa.carr@colliercountyfl.gov Making our Community Stronger: One life, one home, one project at a time. To improve our services and technical assistance to our clients, vendors, or subrecipients, we ask that you provide us feedback on our services to your organization by completing a short survey contain at the following links: SHIP CLIENTS: Click here to take our survey. INTERNAL PARTNERS: Click here to take our survey. From: Cameka Gardner <Cameka.Gardner@floridahousing.org> Sent: Tuesday, May 30, 2023 9:44 AM To: CarrLisa <Lisa.Carr@colliercountyfl.gov> 16.D.4.b Packet Pg. 1184 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) Cc: Robert Dearduff <Robert.Dearduff@floridahousing.org>; SonntagKristi <Kristi.Sonntag@colliercountyfl.gov>; LucianoDonald <Donald.Luciano@colliercountyfl.gov> Subject: Collier County FY 20-21 SHIP Funding 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. Florida Housing is in receipt of your request for an expenditure extension for SHIP funds for the fiscal year 20/21. Based on the information provided in the request, we find that the request is reasonable and meets the standard required in 67-37.005 (1)(f). The new expenditure deadline is December 31, 2023. _____________________________________________________________________________________________ ________ 67-37.005 (1) (f) The funds deposited to the local housing assistance trust fund must be spent within twenty-four months from the end of the applicable State fiscal year. Exceptions to this time frame must be approved by the Corporation SHIP Program Administrator on a case-by-case basis. Exceptions will only be granted for good cause. Examples of good cause are natural disasters, requirements of other State agencies, adverse market conditions, and unavoidable development delays. Adequate explanation of the reasons for the requested extension as well as a timeline for completing the expenditure of funds must be submitted to the Corporation before an extension will be approved, e.g., project status, work plan and completion schedule, commitment of funds, etc. The Corporation may require a local government requesting an expenditure extension to receive technical assistance through the Catalyst program to evaluate the need for an extension. Cameka Gardner, MBA Special Programs Manager Cameka.Gardner@floridahousing.org p. 850.488.4197 www.FloridaHousing.org Florida has a broad and inclusive public records law. This e-mail and any responses to it should be considered a matter of public record. Disclaimer Florida has a broad and inclusive public records law. This e-mail and any responses to it should be considered a matter of public record.” Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this 16.D.4.b Packet Pg. 1185 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) office by telephone or in writing. Disclaimer Florida has a broad and inclusive public records law. This e-mail and any responses to it should be considered a matter of public record.” Disclaimer Florida has a broad and inclusive public records law. This e-mail and any responses to it should be considered a matter of public record.” Disclaimer Florida has a broad and inclusive public records law. This e-mail and any responses to it should be considered a matter of public record.” 16.D.4.b Packet Pg. 1186 Attachment: RE_ Collier County FY 20-21 SHIP Funding (28143 : SHIP 2020-2021 Closeout Report) State Housing Initiatives Partnership (SHIP) Program Annual Report and Local Housing Incentives Certification On Behalf of Collier County Board of County Commissioners (Local Government), I hereby certify that: 1.The Annual Report information submitted electronically to Florida Housing Finance Corporation is true and accurate for the closeout year 2020/2021 and interim years N/A. 2.The local housing incentives or local housing incentive plan have been implemented or are in the process of being implemented. Including, at a minimum: a.Permits as defined in s.163.3164 (15) and (16) for affordable housing projects are expedited to a greater degree than other projects; and b.There is an ongoing process for review of local policies, ordinances, regulations, and plan provisions that increase the cost of housing prior to their adoption. 3.The cumulative cost per newly constructed housing per housing unit, from these actions is estimated to be $0.00. 4.The cumulative cost per rehabilitated housing per housing unit, from these actions is estimated to be $ 0.00. Staff Member responsible for submitting annual report to FHFC: Lisa N. Carr ____________________________________________ Chief Elected Official or Designee Signature Date ____________________________________________ Chief Elected Official or Designee Printed Name 420.9075 (10) Each county or eligible municipality shall submit to the corporation by September 15 of each year a report of its affordable housing programs and accomplishments through June 30 immediately preceding submittal of the report. The report shall be certified as accurate and complete by the local government's chief elected official or his or her designee. Transmittal of the annual report by a county’s or eligible municipality’s chief elected official, or his or her designee, certifies that the local housing incentive strategies, or, if applicable, the local housing incentive plan, have been implemented or are in the process of being implemented pursuant to the adopted schedule for implementation. Attest: CRYSTAL K. KINZEL, CLERK _____________________________________ Deputy Clerk Approved as to Form and Legality: _____________________________________ Derek D. Perry Assistant County Attorney Chris Hall, Chairman March 26, 2024 2/27/2024CAO16.D.4.c Packet Pg. 1187 Attachment: Certification (28143 : SHIP 2020-2021 Closeout Report)