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Agenda 01/14/2025 Item #16D10 (Satisfaction of Mortgage (30) for the State Housing Partnership Loan Program)1/14/2025 Item # 16.D.10 ID# 2024-2318 Executive Summary Recommendation to approve and authorize the Chairman to sign thirty (30) mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of $220,479.10 and to authorize the associated budget amendment to appropriate repayment amount totaling $3,000.00. (SHIP Grant Fund 1053) OBJECTIVE: To support the County's strategic initiative of quality of place through home ownership and/or rehabilitation assistance programs funded by the State Housing Initiatives Partnership (SHIP). CONSIDERATIONS: The State Housing Initiatives Partnership Program (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, or rehabilitation assistance to homeowners for rehabilitation to their homesteaded property. As a condition of the below rehabilitation award, the homeowner must repay the assistance provided upon sale before the end of the affordability term, refinance or loss of homestead exemption. If all conditions of the loan are met, one-third of the loan will be forgiven in five-year increments so that at the end of the fifteenth (15) year the loan is fully forgiven. The following table provides details regarding the associated mortgages that have been satisfied through payoff, death or met the affordability period. 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 the Collier County Community and Human Services Division (CHS). The Death Certificate for the deceased has been provided to CHS. Furthermore, there are no outstanding County Wide Impact Fees for the clients listed below. File # Name Reason for Payoff Public Record Mortgage or Mortgage Modification Amount Payment Amount Countywide Impact Fee Y/N 04- 032 Felipe Mendoza and Anita M. Mendoza Affordability period met OR 3478 PG 3245 $5,000.00 $0.00 N * 04- 013 Adulfo B. Almanza and Maria O. deBedolla Affordability period met OR 3479 PG 0419 $5,000.00 $0.00 N * 04- 012 Jaime Perez Arreguin and Araceli A. Mendoza Affordability period met OR 3489 PG 2776 $5,000.00 $0.00 N * 04- 031 Manuel Saavedra and Maria G. Saavedra Affordability period met OR 3484 PG 1877 $5,000.00 $0.00 N * 04- 030 Miguel Garcia and Veronica Garcia Affordability period met OR 3484 PG 1694 $2,500.00 $0.00 N * 04- 071 Irma L.Ramirez Affordability period met OR 3507 PG 1145 $5,000.00 $0.00 N ** 04- 076 Francisco Martinez and Maria L. Velazquez Affordability period met OR 3524 PG 2877 $5,000.00 $0.00 N ** Page 3953 of 6405 1/14/2025 Item # 16.D.10 ID# 2024-2318 04- 160 Aida Cayente N/K/A Aida Molina Affordability period met OR 3664 PG 0771 $10,000.00 $0.00 N ** 04- 100 Jose E. Alfaro Jr. and Rosaura Alfaro Affordability period met OR 3572 PG 2261 $5,000.00 $0.00 N ** 04- 101 Maria M. Alfaro Affordability period met OR 3572 PG 1733 $5,000.00 $0.00 N ** 04- 147 Alonzo Rivera and Araceli Rivera N/K/A Araceli Galan Affordability period met OR 3732 PG 0223 $2,500.00 $0.00 N ** 04- 140 Colbert J. Charlesduc and Monique Charlesduc Affordability period met OR 3721 PG 2405 $5,000.00 $0.00 N ** 04- 143 Jose Ramon Galvan and Petra Galvan Affordability period met OR 3662 PG 1370 $5,000.00 $0.00 N ** 04- 132 Tonya L. Passmore Affordability period met OR 3732 PG 2091 $5,000.00 $0.00 N ** 04- 150 Emmanuel Dieudonne and Yselande Merisier Affordability period met OR 3729 PG 2852 $2,500.00 $0.00 N ** 04- 180 San Juana Harding Affordability period met OR 3721 PG 2424 $10,000.00 $0.00 N ** 04- 138 Juan C. Plascencia and Olga Maldonado Affordability period met OR 3736 PG 3109 $5,000.00 $0.00 N ** 04- 151 Jose L. Martinez and Isabel S. Martinez Affordability period met OR 3721 PG 2363 $5,000.00 $0.00 N ** 04- 156 Domingo Perez and Dominga Perez Affordability period met OR 3664 PG 0455 $10,000.00 $0.00 N ** 04- 145 Bernadette Geter Affordability period met OR 3738 PG 3788 $5,000.00 $0.00 N ** 04- 155 Rebecca Alvarado Affordability period met OR 3664 PG 0735 $10,000.00 $0.00 N ** Page 3954 of 6405 1/14/2025 Item # 16.D.10 ID# 2024-2318 04- 179 Paul Vincent and Manotte Vincent Affordability period met OR 3664 PG 0789 $10,000.00 $0.00 N ** 04- 157 Armando Sanchez and Maria Ester Sanchez Affordability period met OR 3664 PG 0473 $10,000.00 $0.00 N ** 04- 131 Melissa L. Diaz Affordability period met OR 3694 PG 0666 $5,000.00 $0.00 N ** 04- 133 Joseph Benjamin and Rita Benjamin Affordability period met OR 3611 PG 2925 $5,000.00 $0.00 N ** 04- 139 Salvador Ramirez and Veronica Ramirez Affordability period met OR 3721 PG 2387 $5,000.00 $0.00 N ** 04- 099 Fernando Cruz and Felicita Cruz Affordability period met OR 3552 PG 3574 $5,000.00 $0.00 N ** 04- 075 Selina Martinez Affordability period met OR 3524 PG 2894 $5,000.00 $0.00 N ** 15- 10R Gilberto L. Gomez A/K/A Gilbert L. Gomez Deceased OR 5386 PG 3975 Modification OR 5507 PG 2834 *See Modified Total Below $0.00 N 16- 038R Gilberto L. Gomez A/K/A Gilbert L. Gomez Deceased OR 5605 PG 2451 Modification OR 5930 PG 1477 $54,979.10 $0.00 N 09- 212 Simona Cook Property Sold OR 4540 PG 3174 $3,000.00 $3,000.00 N Total $220,479.10 $3,000.00 *The above property owners received SHIP Impact Fee Deferrals through the Developer (Habitat for Humanity of Collier County, Inc.) that met the 15-year affordability period, and the lien was released. ** The above property owners received SHIP Impact Fee Deferrals through the Developer (Habitat for Humanity of Collier County, Inc.) that met the 15-year affordability period, and the liens were released at the 12/10/2024 BCC Meeting. Approval of this item will authorize the Chairman to sign the aforementioned mortgage satisfactions and the executed document shall be recorded in the Public Records of Collier County, Florida. FISCAL IMPACT: The repaid amount of $3,000 satisfies the payoff amount for the above referenced SHIP loan. The repayment of $3,000 is considered program income of which 5% or $150 will be used as administrative funds. A Budget Page 3955 of 6405 1/14/2025 Item # 16.D.10 ID# 2024-2318 Amendment will be required to recognize the program income of $3,000 in SHIP Grant Fund (1053) Project 33907. A recording fee of $10 has been paid by the homeowner who sold their home. The $10 recording fee for the twenty-nine satisfactions of mortgage will be paid from the SHIP Grant Fund (1053), Project 33807. GROWTH MANAGEMENT IMPACT: There is no growth management impact. LEGAL CONSIDERATIONS: This item is approved for form and legality and requires a majority vote for Board approval.-JAK RECOMMENDATIONS: To approve and authorize the Chairman to sign thirty (30) mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of $220,479.10 and to authorize the associated budget amendment to appropriate repayment amount totaling $3,000.00. (SHIP Grant Fund 1053) PREPARED BY: Michelle Rubbo, Grants Support Specialist II, Community and Human Services Division ATTACHMENTS: 1. 1.14.25 SHIP SOMS (2)-1 2. SHIP SOMS BACKUP 1.14.25 (2) 3. ZGRANT_BUDGET_NOXML_B $3,000 Page 3956 of 6405 Page 3957 of 6405 Page 3958 of 6405 Page 3959 of 6405 Page 3960 of 6405 Page 3961 of 6405 Page 3962 of 6405 Page 3963 of 6405 Page 3964 of 6405 Page 3965 of 6405 Page 3966 of 6405 Page 3967 of 6405 Page 3968 of 6405 Page 3969 of 6405 Page 3970 of 6405 Page 3971 of 6405 Page 3972 of 6405 Page 3973 of 6405 Page 3974 of 6405 Page 3975 of 6405 Page 3976 of 6405 Page 3977 of 6405 Page 3978 of 6405 Page 3979 of 6405 Page 3980 of 6405 Page 3981 of 6405 Page 3982 of 6405 Page 3983 of 6405 Page 3984 of 6405 Page 3985 of 6405 Page 3986 of 6405 Page 3987 of 6405 Page 3988 of 6405 Page 3989 of 6405 Page 3990 of 6405 Page 3991 of 6405 Page 3992 of 6405 Page 3993 of 6405 Page 3994 of 6405 Page 3995 of 6405 Page 3996 of 6405 Page 3997 of 6405 Page 3998 of 6405 Page 3999 of 6405 Page 4000 of 6405 Page 4001 of 6405 Page 4002 of 6405 Page 4003 of 6405 Page 4004 of 6405 Page 4005 of 6405 Page 4006 of 6405 Page 4007 of 6405 Page 4008 of 6405 Page 4009 of 6405 Page 4010 of 6405 Page 4011 of 6405 Page 4012 of 6405 Page 4013 of 6405 Page 4014 of 6405 Page 4015 of 6405 Page 4016 of 6405 Page 4017 of 6405 Page 4018 of 6405 Page 4019 of 6405 Page 4020 of 6405 Page 4021 of 6405 Page 4022 of 6405 Page 4023 of 6405 Page 4024 of 6405 Page 4025 of 6405 Page 4026 of 6405 Page 4027 of 6405 Page 4028 of 6405 Page 4029 of 6405 Page 4030 of 6405 Page 4031 of 6405 Page 4032 of 6405 Page 4033 of 6405 Page 4034 of 6405 Page 4035 of 6405 Page 4036 of 6405 Page 4037 of 6405 Page 4038 of 6405 Page 4039 of 6405 Page 4040 of 6405 Page 4041 of 6405 Page 4042 of 6405 Page 4043 of 6405 Page 4044 of 6405 Page 4045 of 6405 Page 4046 of 6405 Page 4047 of 6405 Page 4048 of 6405 Page 4049 of 6405 Page 4050 of 6405 Page 4051 of 6405 Page 4052 of 6405 Page 4053 of 6405 Page 4054 of 6405 Page 4055 of 6405 Page 4056 of 6405 Page 4057 of 6405 Page 4058 of 6405 Page 4059 of 6405 Page 4060 of 6405 Page 4061 of 6405 Page 4062 of 6405 Page 4063 of 6405 Page 4064 of 6405 Page 4065 of 6405 Page 4066 of 6405 Page 4067 of 6405 Page 4068 of 6405 Page 4069 of 6405 Page 4070 of 6405 Page 4071 of 6405 Page 4072 of 6405 Page 4073 of 6405 Page 4074 of 6405 Page 4075 of 6405 Page 4076 of 6405 Page 4077 of 6405 Page 4078 of 6405 Page 4079 of 6405 Page 4080 of 6405 Page 4081 of 6405 Page 4082 of 6405 Page 4083 of 6405 Page 4084 of 6405 Page 4085 of 6405 Page 4086 of 6405 Page 4087 of 6405 Page 4088 of 6405 Page 4089 of 6405 Page 4090 of 6405 Page 4091 of 6405 Page 4092 of 6405 Page 4093 of 6405 Page 4094 of 6405 Page 4095 of 6405 Page 4096 of 6405 Page 4097 of 6405 Page 4098 of 6405 Page 4099 of 6405 Page 4100 of 6405