Agenda 09/09/2025 Item #16D 8 (State Housing Initiatives Partnership Program Annual Report)9/9/2025
Item # 16.D.8
ID# 2025-2746
Executive Summary
Recommendation to approve the State Housing Initiatives Partnership Program Annual Report and authorize the
Chairman to sign the Local Housing Incentive Certification to closeout Fiscal Years 2021/2022, and 2022/2023, as well
as the interim report for Fiscal Year 2023/2024 and authorize staff to submit the Local Housing Incentive Certification to
Florida Housing Finance Corporation to ensure compliance with program requirements.
OBJECTIVE: To further the County’s community development objectives to support comprehensive affordable
housing opportunities by complying with the State Housing Initiatives Partnership Program (SHIP) 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, and 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
unless an extension is granted by the Florida Housing Finance Corporation (FHFC). The County must submit a
“closeout” report outlining its affordable housing program and accomplishments to the Florida Housing Finance
Corporation (FHFC) by September 15th, after the end of the third (3rd) 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 2021/2022 allocation of $2,561,427 on June
8, 2021 (Agenda Item #16.D.11). The Fiscal Year 2021/2022 annual report was presented and approved on September
10, 2024 (Agenda Item #16.D.7), as a closeout report with approval from FHFC to continue expending funding through
December 31, 2024. On May 24, 2024, FHFC approved the Community and Human Services (CHS) Division’s request
to continue to expend FY 2021/2022 funds through December 31, 2024. On December 3, 2024, FHFC provided a
second extension to continue spending funds through June 30, 2025. FHFC’s approvals are attached as the backup for
this item. The 2021/2022 closeout report is being presented as fully expended.
The Board recognized the Fiscal Year 2022/2023 SHIP allocation on June 14, 2022 (Agenda Item #16.D. 4) the amount
of $3,678,139. On November 8, 2022 (Agenda Item #11.N.), the Board recognized $334,700 in Disaster Assistance.
Three subsequent Disaster allocations were received and recognized by the Board on May 9, 2023 (Agenda Item
#16.D.3) in the amount of $957,820, on June 13, 2023 (Agenda Item #16.D.7) in the amount of $1,892,010, and an
allocation on July 23, 2024 (Agenda Item #16.D.3) in the amount of $5,820.
On May 2, 2025, FHFC approved the Community and Human Services (CHS) Division’s request to continue to expend
FY 2022/2023 funds through June 30, 2026, beyond the June 30, 2025, deadline. As such, the Fiscal Year 2022/2023
report is being presented as a closeout. FHFC’s approval is attached as the backup for this item. Although it is currently
presented as a closeout, the report will be resubmitted once all funds are fully expended and the closeout is finalized, on
or before June 30, 2026.
Additionally, the Board recognized the Fiscal Year 2023/2024 SHIP allocation of $4,486,496 on July 11, 2023 (Agenda
Item #16.D.2) and this report is being presented as an interim report. The interim report is included on page 12 of 13 of
the Fiscal Year 2022/2023 closeout report. This progress report is issued before the project reporting period is complete.
It provides updates and analysis on work done and financial performance at a point before the final report is due.
The report was made available to the public for inspection and comment on August 20, 2025. In accordance with Florida
Statutes, the County must accept public comments and submit them to FHFC. As of the publication of this agenda, no
public comments have been received.
The annual reports, and any written comments along with the certification form, are due to FHFC via electronic
submission by September 15, 2025. Upon submission of all required documents, Collier County will be in compliance
with SHIP program reporting requirements.
Page 1538 of 2661
9/9/2025
Item # 16.D.8
ID# 2025-2746
To further the County's strategic plan through comprehensive affordable housing opportunities for low and moderate-
income residents funded by the SHIP program.
FISCAL IMPACT: The annual reports have no new fiscal impact. The funding source for this grant is the Florida
Housing Finance Corporation. Funds are budgeted in SHIP Fund (1053) Projects 21/22 33759, 22/23 33807, 33841
(DR) and 33846 (HHRP) and 23/24 33863. Execution of this certification will ensure that Collier County continues to
participate in and receive future funding for the SHIP Program.
GROWTH MANAGEMENT IMPACT: 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: This item is approved for form and legality and requires a majority vote for Board
action. - CLD
RECOMMENDATIONS: To approve the State Housing Initiatives Partnership Program Annual Report and authorize
the Chairman to sign the Local Housing Incentive Certification to closeout Fiscal Years 2021/2022, and 2022/2023, as
well as the interim report for Fiscal Year 2023/2024 and authorize staff to submit the Local Housing Incentive
Certification to Florida Housing Finance Corporation to ensure compliance with program requirements.
PREPARED BY: Lisa N. Carr, Supervisor-Grants, Community and Human Services Division
ATTACHMENTS:
1. SHIP Annual Report Closeout 21-22 & 22-23, Interim FY 23-24 and Certification
2. Collier County Extension SHIP FY 22_23 Approval 05.02.25
3. First_ Collier County Extension SHIP 21-22 Approval 05.24.24
4. Second_Collier County Extension SHIP 21_22 Approval 12.03.24
Page 1539 of 2661
Annual Report and Local Ho sinE Incentives aertification
OnBehalf of CollierCountv Board of Countv 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 years 202 2022 and 2022/2023 and interim yea t 2023/2024.
2. The local housing incentives or local housing incentive plan have been implemented or are in the
process of being implemented. lncluding, 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 S306,900.
4. The cumulative cost per rehabilitated housing per housing unit, from these actions is estimated to be
522,238.OO.
Staff Member responsible for submitting annual report to FHFC Lisa N. Carr
Attest
Chief flected Official or Designee Signature Date
CRYSTAL K. KINZEL, CLERK
Bu rt L. Saunders, Chairman
Chief Elected Official or Designee Printed Name
Deputy Clerk
Approved as to Form and Legality
tx Jeffrey A. Klatzkow
County Attorney Cto
il\nlL{ATTESI (5eal)
420.9075 {10) Each county or eligible municipality shall submit to the corporation by september 15 of each year a report of
its ?ffordable housing programs and accomplishments th.ouBh lune 30 ;mmediately preceding submittal of the report. The
repod( shall be certified as accurate and complete by the local gove.nment's chiet elected official or his or her designee.
Transmittal of the annual report by a county's or eiigible municipality's chief elected offlcial, or his or her designee, certifies
that the local hou5ing incentive strategies, or, if applicable, the local hous'ng incentive plan, have been implemented or are in
the process of heing implemented pursuant to the adopted schedule for implementation.
State Housins Initi4llles Partee$hip {SHLP} Proaram
Page 1540 of 2661
Form 1
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effectave Date: 5/2312017
Title: SHIP Annual Repoft Report Status: Unsubmitted
w/Extension
Collier County/Naples FY 202212023 Closeout
Page 1
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Page 1541 of 2661
Form SHIP ARY2009
67-38.008 (5). F.A.C.
Effective Date: 5/2312017
Code
expen-ded,:tl,t,t.,r
Amount'a',t:,,:,1.
Unencumbered
Amount ..
Down Payment Assistance
Disaster Assistance $56.324.60
$580,205.58 $1,264,814.42
10 Rental Rehab
SHIP Distribution Summary
Homeownership
Homeownership Totals: $676,530.18 i O $2,u4,aA.42 4
Rentals
Rental Totals: $2,284,853.75 65 $302,288.68 1
Subtotals: $2,961,383.93 75 $2,317,103.10 s
Administrative
Homeownership Counseling
Admin From Program lncome
Admin From Disaster Funds
Admin From HHRP
Percentage
$367,757.50 10.00 %
$26,025.01 4.99 0h
$28,175.94 8.41 %
$91,373.87 3.19 %
. Carry Forward to Next Year: $'l,602,622.73
NOTE: This carry foMard amount will only be accurate
when all revenue amounts and allexpended,
encumbered and unencumbered amounts have been
added to Form 1
.:..14'lli:l:l'1.r.
Sttetegy 'Units Encumbei!d:::itr:
Amou',rit,lrrlial:liil
Unencumberiid:i
Amount t.,:,,l1,,1
13 Rental DisasterAssistance $1 ,1 15,581 .03 bl $302,288.68 1
14 Rental Rehab $767,980.80 3
19 Rental Development $401 ,291 .92 1
Source of Funds Amount
State Annual Distribution $3,677,575.00
Program lncome (lnterest)$134,418.47
Program lncome (Payments)$386,081.76
$.00
Disaster Funds $334,700.00
HHRP Funds $2,855,650.00
Carryover funds from previous year $6,016.85
Total: $7,394,442.08
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Page 2
Units
Encumbered
Amourit,illl:l
Additional Use of Funds
Use Expended
$3,47 4,7',t6.25,::.::... 7 5 $2,31 7,1 03.10,,,u:r.rrr. 5 $.oo
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Recaptured Funds
Code
Expended
Amouirt::i,Units
,llU;1 .---l
2
l.>t-
I I sTso,ooo ool 2
$4o,ooo ool 1
E-la
lr
Page 1542 of 2661
r:rr, rDescription :rr:. ...',r, I Bed 2:Bed "rrr r:ri' 3 Bed
562 675 814 1 ,007
VLI 1 ,123
LOW
tvl0D
Up to 140%4,053
:..:...
' Compliance Category HtF runoi % of Tiijst Fund
.. FL Statute ::,.' Minimum %
Homeownership $2,691,344.60 $4,018,291 .85 66.98%65%
Construction / Rehabilitation $3,764,292.72 75%
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effeclive Date: 5/2312017
Form 2
Rental Unit lnformation
Recap of Funding Sources for Units Produced ("Leveraging")
:,:r, Source of F-i:nds Produced
- through June 30th for Units
Amount of FuRds
Date
SHIP Funds Expended $2,961,383.93 37 .39%
Public Moneys Expended $600,778.90 7 .59o/o
Private Funds Expended $4,278,477.86 54.03%
Owner Contribution $78,676.10 99%
Total Value of All Units $7,919,316.79 100.00%
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
Program Compliance - lncome Set-Asides
Project Funding for Expended Funds Only
CAO
come Category SHIP Funds
Extremely Low $954,83'1.45 21 04%
EL+VL: 32.96%Very Low $541,162.68 11.92%
Low $354,294.60 7 .81%EL+VL+|. 40.77Yo
Moderate $129,597.70 2.86%
Qvet 120Yo-140Ya $.00 00%
Totals: $1,979,886.43 43.62%
Page 3
% of Total Value
,,Eff.
Trust Fund$
23i6
' 4'Bed,i'| 'ulFs-f $6 1,2s71 i,M7
I s+,or a,zsr.as I s3 68%
Iotal :,tt,
Available
Funds % *
.,:, Totals of ..,
Percentages
Page 1543 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effecliu e D ale: 5123D01 7
l'nCome Categlory Total,Funds
Mortgages,
Loans & DPL'S
Mortgages,
Loans &
DPL Unit #s
rr-rotal Funds,rl
SHIP Grants
SHIP '
Grant
Unit #s
'l', Total SHIP
Funds
Expended
Total # ,.
Units
Extremely Low $954,831.45 14 $.00 0 $954,831.45 14
Very Low $541 ,162.68 30 $.00 0 $541 ,162.68 30
Low $3s4,294.60 20 $.00 0 $354,294.60 20
Moderate $129.597.70 I $oo 0 $129,597.70 9
s.00 0 $.00 0 $.00 0
Totals: $1,979,886.43 0 $1,979,886.4373$.00 73
Form 3
Number of Households/Units Produced
Totals
C haracteristics/Age (Head of Household)
Totals
Family Size
14 30 20 9
1 19 35 18 73
73
Strategy-,,.
List Unincorporated
and Each
.M_unicipality.t:r:t,, .vLr
Down Payment
Assistance
1 1
Rental Rehab 3 3
Rental Rehab TBD 0
Rental Development TBDl 0
Rental Disaster
Assistance
Unincorporated 11 29 15 6 61
Unincorporated 1 4 3 8
Description
List Unincorporated
and Each
Municipality 0 -25 26-40 41 -61 62+Total
Down Payment
Assistance
Unincorporated 1 1
Rental Rehab Unincorporated 3 3
Rental Rehab TBD 0
Rental Development TBDl 0
Rental Disaster
Assistance
Unincorporated 1 16 32 12 61
Disaster Assistance Unincorporated 3 2 3 I
r:1. : Description.
List Unincorporated
. and Each ,
,,.M.Unicipality,,,::,:,:.
,|
Pers
2-4
,,People
.5+
,Pbople
Down Payment
Assistance
Unincorporated
Page 4
Ovet 120o/o-140Ya
ELI riLow Mdd
Over .
140%.:.Total
Unincorporated
Unincorporated
Disaster Assistance
I III
tl---f--r-T-
Trital
1
Page 1544 of 2661
Educator/School
Employee
40,000.00Down Payment Assistance
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effective Date: 5/2312017
Rental Rehab Unincorporated 3 3
Rental Rehab TBD 0
0
Rental Disaster
Assistance
Unincorporated 32 26 3 61
Disaster Assistance Unincorporated 2 6 8
Totals:37 73
Race (Head of Household)
ption White Black 'i0rhei'Total
Down Payment
Assistance
Unincorporated 1 1
Rental Rehab Unincorporated 0
Rental Rehab TBD 0
Rental Development TBDl 0
Rental Disaster
Assistance
Unincorporated 37 B 3 1 49
Disaster Assistance Unincorporated 4 2 2 8
Totals: 41 9 5 358
Demographics (Any Member of Household)
Description
,. Farm
Worker
Home-
less
Down Payment
Assistance
Unincorporated 0
Rental Rehab Unincorporated 0
Rental Rehab TBD 0
Rental Development TBDl 0
Rental Disaster
Assistance
U nincorporated 0
Disaster Assistance Unincorporated 0
Totals:
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
0
Form 4
Status of lncentive Strategies
CAO
Rental Developmenl ITBDl
FundsDescription
lndiar
Lis!,U!i,'!qqrp.-e.,.ra!9d
ir-r'.,atC iEa!eh:li]]::urt,',:'
MuniCirrartitli.,r,,,1,,,.
Hisp-
an tc Asian!t+
F
List. Unineofroiated. an4.lEeqi!r.ri],urit,rirl
MuniciPalitl' r"r: r::'Elderly Tdteli+ttttttfIF
Page 5
Page 1545 of 2661
lncentive
Expedited permitting
Ongoing review process
Flexible densities
Description (lf Other)Status
lmplemented,
in LHAP
lmplemented,
in LHAP
Adopted
Form SHIP AR/2009
67 38.008 (5), F.A.C.
Eff ecliue D ale: 5 l23l21 17
Year Adopted
(or N/A)
2005
2005
2404
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 lnspection and Comments
Per LHAP Requirements
Mortgage Defaults
A. Very low income households in default:
B. Low income households in default:
C. iiloderate households in default:
Defaulted Loans Life{o-date: 0
SHIP Program Default Percentage Rate Life to Date
Strategies and Production Costs
0.1 I
0.00
Strategy
Disaster Assistance $7,040.58
Down Payment Assistance $40,000.00
Rental Development $401 ,291 .92
Page 6
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Support Services
Category
Required
Required
AHAC Review
Life-to-Date Homeownershi p Default and Foreclos ure
Total SHIP Purchase Assistance Loans: 3114
Mortgage Foreclosures
A. Very low income households in foreclosure: 2
B. Low income households in foreclosure: 3
C. Moderate households in foreclosure: 1
Foreclosed Loans Lifeio-date: 6
SHIP Program Foreclosure Percentage Rate Life to Date:
Average Cost
Page 1546 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effective Date: 5/2312017
Rental Disaster Assistance $18,288.21
Rental Rehab $337,046.60
Expended Funds
Total Unit Count 75 TotalExpendedAmount: $2,961,383.93
F ll Nime zip ExCity
Qgde.,,. Funds,,,
Down Payment
Assistance
Cester
Williams
1020 Dockside Courl
#505
Naples 34114
Rental Rehab Olga Baquero
Hernandez
8455 Rattlesnake
Hammock RD #1101
Naples 34113
Rental Rehab Patricia
Zawacki
8455 Rattlesnake
Hammock RD #1 123
Naples 341 13
Rental Rehab lvlario Castro 8455 Rattlesnake
Hammock RD #2105
Naples 34113
Rental Rehab
Rental
Development
TBD1 TBDl TBDl TBDl TBDl
Rental Disaster
Assistance
Rental Disaster
Assistance
Rental Disaster
Assistance
Paul Tannura 235 Lanchester
Court
Naples 341't2
Rental Disaster
Assistance
Adam Stanbro 4220 Gulrstream
Drive Unit 28
Naples 34112
4520 Coral Palms
Lane #8
Nap les 341 16Rental Disaster
Assistance
ldalmis Ruiz
Rental Disaster
Assistance
Thomas
Pomarolli
825 Copeland Ave
#'17
Everglades
City
341 39
Naples 34116Rental Disaster
Assistance
Mikaela Kelly 4954 Boxwood Way
i,4 ichael
Brewer
2472 27lh Ave NE Naples 34120Rental Dasaster
Assistance
34114Rental Dasaster
Assistance
Naples 34103Rental Disaster
Assistance
Henry Beltran 4938 West Blvd
Rental Disaster
Assistance
34108NaplesTara Hagaman 1100 Pine Ridge RD
Unit 101A
Rental Disaster
Assistance
34102Emily Melias 185 Jasmine CirRental Disaster
Assistance
Marco lsland 341452209 San lvlarco RDRental Disaster
Assistance
Adrian Conner
34114NaplesJamie HaunRental Disaster
Assistance
Page 7
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Strategy FY if Unit
Al.eady
Counted
$40,000.00
|
$255,993.60
|
$255,993.60
|
$255,993.601
lreo lrao lreoTBD TBD $580,205.5S I
$401,291.921
carri corvin
lX1;;
t"", or,," lruaoes ls+ttz
$2o,ooo.ool
samantha
",,, lgif;i?t5
Barbara lNanres lsato+
$23,533. 04l
$2o,ooo ool
s20,095.00
|
$ 15,764.86
|
$13,300. OOI
$1o,025.ool
$2o,0oo.o0l
Jeanny Garcia 12037 Rookery Bay ltJaples
lor npt. taoz I
s2o,ooo.oo
I
$2o,40o.oo
I
Lore cardenas
lszzs
saoat cr *z
lruantes lztttz
$25,000.00
|
$12,550 001
lruaoes
$ 18,288. OOI
$20,000.001
| 1252 Henderson
lCreek DR #1
$23,085. OOI
Page 1547 of 2661
Form SHIP AR/2009
67 38.008 (5), F.A.C.
Ettedive Oale : 51231201 7
Rental Disaster
Assistance
Bower Thomas 421 16th ST NE Naples 34120
Rental Disaster
Assistance
34109
Rental Disaster
Assistance
Reginald
Wilson
2527 Linwood Ave
Apt. A
Naples 34112
Rental Disaster
Assistance
34116
Rental Disaster
Assistance
Shayne
Faerber
34104
Rental Disaster
Assistance
Linda Pierre 1367 Wildwood
Lakes Blvd #5
Naples 34104
Rental Disaster
Assistance
Jose Santiago 5689 Agostino Way Ave Maria 34142
Rental Disaster
Assistance
Andrelle
Saintilma
8150 Gerbera Dr
Unit 8208
Nap les 34113
Rental Disaster
Assistance
Erin Demarest 820 Central Dr Naples 34104
Rental Disaster
Assistance
Kathleen
Alvatez
14950 Schooner Bay
Lane Apt 19101
Naples
Rental Disaster
Assistance
Kimberly Cobb 8245 lbis Club Drive
# 41',1
Naples 34104
Rental Disaster
Assistance
34138
Rental Disaster
Assistance
Vickie Pennell 102 Freesia Street #
4
Everglades
City
341 38
Rental Disaster
Assistance
Arolaine
Joseph
8690 Weir Drive Apt
306
Naples 34144
Rental Disaster
Assistance
Michelle
Chirillo
19'15 Sunshine Blvd
Apt. B
Naples 34116
Rental Disaster
Assistance
34112
Rental Disaster
Assistance
Roger Hill JR 1165 Lastrada Lane Naples 34103
Rental Disaster
Assistance
Justin Mullin 2280 Pineland Ave #
2
Naples 34112
Rental Disaster
Assistance
Barbara
M arga ron
1920 Rookery Bay
Dr, Apt 106
Naples 34114
Rental Disaster
Assistance
Amber Poole 820 96 Avenue North Naples 34108
Rental Disaster
Assistance
508 13th Street
North
Nap les 34102
Rental Disaster
Assistance
Joan Griffln 117 Cardinal Ct Everglades
City
34139
Rental Disaster
Assistance
Lisa Loren 2523 Winifred Ave Naples 34112
Rental Disaster
Assistance
Jessica
Schreier
34112
Rental Disaster
Assistance
Amanda
Frassica
34102
Page 8
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$2o,ooo.oo
I
Brigitte Austin 13752 Fountain Vrew lNaples
lcircle #108 I
$25,000 00|
$19,700. OO
I
Jacqueline l10605 Noahs Cir lNaptesChavez l#514 I
$18,325. OOI
110131 Sweetgrass lNaples
lcir *zog I
$20,000.00
|
$7,2OO.OOl
$20,000.001
$ 13,S44.70
|
$25,000. OO
I
34119 $25,ooo ool
$23,475.001
Charles 11150 Hamilton Lane lchokoloskeeBartlett l* qt
I
$19,135.051
$20, ooo. oo
I
$8,176.001
$19,250. OOI
Jeffrey 12280 Pineland Ave., lNaplesJohnson l#9 I
$18,ooo ool
$22,050.00I
$25,000.001
$17,075.00
|
$2s, oo0.0o
I
Jackie Dean $19,S14.001
$23,750.00
|
$19,098.00
|
l54S3Rattlesnakes lNaoles
lHammock Rd, Apt. Il3o3B I
$23,1oo 001
| 14oo 5th Au.nue N. I Napteslxza I
$24,650.001
Page 1548 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effective Date: 5/2312017
Rental Disaster
Assistance
Nanette
Brechtel
2230 28th Ave SE Naples 34117
Rental Disaster
Assistance
Robert Bright 2080 Pelton Ave Naples 34112
Rental Disaster
Assistance
Jean Siegel 1628 Eastmount
Vernon Lane
Naples 34110
Rental Disaster
Assistance
Alexander
Kane
Rental Disaster
Assistance
Darline
Bonhomme
Rental Disaster
Assistance
Natasha Taylor 15514 Mark LN
#120s
Naples 341 19
Rental Disaster
Assistance
Joey Lavarco
Rental Disaster
Assistance
l\,4alcolm Carter
Rental Disaster
Assistance
Ronald Roster 24 Onyx Dt
Rental Disaster
Assistance
Gloria Maria
Velasquez
3504 Plantation Way Naples 34112
Rental Disaster
Assistance
Robert Conner Naples 34116
Rental Disaster
Assistance
Scott Krasinski 2605 Estey Avenue Naples 34104
Rental Disaster
Assistance
Cynthia
Castillo
1248 Enbrook Loop Naples 34114
Rental Disaster
Assistance
Madelon Ziska 9202 Vanderbilt
Drive
Naples 341 08
Rental Disaster
Assistance
Loretta
Grantham
15275 Collier Blvd,
Suite 201
Nap les 34119
Rental Disaster
Assistance
Billie Gail
Posonski
1840 Florida Club
Circle
Naples 34112
Rental Disaster
Assistance
lvlarioly Antelo 10630 Noahs Circle,
Apt 805
Naples 34116
Rental Disaster
Assistance
Julia Cooper '100 Valley Stream
Dr Unit 10'l
Naples 341 13
Raschia Wong 5201 1gth Place SW Naples 34116
Rental Disaster
Assistance
Philip Haynes 349'1 County Barn
Road
Naples 34112
Rental Disaster
Assistance
Susan Smith
Disaster
Assistance
Jonathan
Gelman
508 5th Ave
Disaster
Assistance
Maria Ortiz 609 Roberts Ave W lmmokalee 34142
Disaster
Assistance
lrma Roman
Disaster
Assistance
Sonia Kleiner 43 Knights Bridge Rd Naples 34'112
Disaster
Assistance
Michael Hines 3580 Shaw
Boulevard
Naples 34117
Page I
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$22,033.33
J
$17,500.00
|
$9,892.32
|
4220 Gulfstream lNaoles |34112
Drive #9 I I
$9,475.00
|
1oo-13 Santa Crara lNaoles ls+roa
$25,OOO.OOl
$25,000.00
|
1680 Alameda Dr lNantes 134120
$24,700 001
IIat
ssro nvenue lttaotes lsatzo
$20,700.001
f
trtaotes
ltart $14,ooo ool
se,265 ool
4380 27th CT SW,
APT 407
$9,870.001
$20,500.00
|
$25,000 001
$16,510.00
|
$9,OOO.OOl
$7,OOO OOI
$6,852 oOl
s14,000 001
Rental Disaster
Assistance
$12,547.53
|
$9,211.461
80s6 Josefa way lttantes ls+r
ra $23,840.741
lMarco
lsland
134145
$11 ,325.001
$9,510.60I
13324 Covenant RD lNanles lzttt+
$3,660.001
$1O,OOO.OO
I
$6,243.001
Page 1549 of 2661
Disaster
Assistance
Jessica Bonilla 2800 Horseshoe
Drive N
Naples 34104
Disaster
Assistance
Je n n ifer
Sheman
6929 Lone Oak
Boulevard
Naples 341 09
Disaster
Assistance
Kristyn Nicole
Stetson
668 West Valley
Drive
Bonita Springs 34134
Administration by Entity
Program lncome
Program lncome Funds
Loan Repayment $386,081.76
Refinance
Foreclosure
Sale of Property
lnterest Earned $134,418.47
Total:$520,s00.23
Number of Affordable Housing Applications
Number of Affoidable Housing Applications
Submitted 43
Approved 2A
Denied 23
Amount
$.oo
CAO
Development Owner Address City
Name
MHP Collier
LTD (EKOS
Cadenza ll)
IVIHP
Collier LTD
777
Brickell
Ave suite
1300
Miami 33131 $767,981.00 3
IVIHP Collier
LTD (Ekos
Cadenza l)
IV]HP
Collier LTD
777
Brickell
Ave suite
1 300
33131 $401,292.00 2
Page 10
Form SHIP AR/2009
67-38 008 (5), F.A.C.
Eltedive D ale: 512312017
s3,276.00
|
$6,620.001
$ 5,690. OO
I
Explanation of Recaptured funds
Description
Tota l:
Rental Developments
Type Strategy Cdv€i!!,Responsibility Amoiint
zip SHIP Amount SHIP
Un its
Compliance
Monitored ByCode
l'"''
Page 1550 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Efiective Date: 5/2312017
Single Family Area Purchase Price
The average area purchase price of single family units
UT
Not Applicable
Form 5
447,750.00
Special Needs Breakdown
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
Code{s}Strategies
EiPerided -"''
Amount Units
Eriaumbered''
Amount Un its
'%of
Allocation
5 Disaster Assistance $6,243.00
13 $232,550.07
14 Rental Rehab $767,980.80
Total:$1,006,773.87 '14.66./.
IIII
Strategies Special Needs Category
'Expdnded
Amount Units
Encumbered
Amount Units
(14) Rental Rehab Person with Disabling
Condition (not DD)
$255,993.60 1
(14) Rental Rehab Receiving Social Security
Disability lnsurance
$51 1,987.20 2
(13) Rental Disaster
Assistance
Person with Disabling
Condition (not DD)
$120,009.33 6
(13) Rental Disaster
Assistance
Receiving Social Security
Disability lnsurance
$48,840 74 2
(13) Rental Disaster
Assistance
Receiving Veterans
Disability Benefits
$25,000.00 1
(13) Rental Disaster
Assistance
Developmental Disabilities $38,700.00 2
(5) Disaster Assistance Receiving Veterans
Disability Benefits
$6,243.00 1
lnterim Year Data
Page 11
LXT)
I
1ll
Rental Disaster Assistance 11ll
3ll
15ll
Page 1551 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Effective Dale: 5/2312017
lnterim Year Data
State Annual Distribution
:::ti:i:::l:i:i:::tt::lu:iu:ii:i:i:::i:::i:::i:i:t:t::
$4,578,962.00
SHIP Disaster Funds
HHRP Allocation
Program lncome $799,885.70
TotalRevenue: $5,378,847.70
TotalExpenditures/Encumbrances: $5,378,847.70
Program Funds Expended $1 ,492 ,7 57 .81
Program Funds Encumbered $3,388,1 99.40
$313,483.35Total Administration Funds Expended
Total Administration Funds Encumbered $184,407.14
65% Homeownership Requirement $3,590,000.00
,P€i.g,eill.ge]l
78/0%
75% Construction / Rehabilitation $4 ,7 90 ,957 .21 104.63%
30% Very Low lncome Requirement 0.00%
600/o Very Low + Low lncome Requirements $1,472,757.81 27 .380/0
20% Special Needs Requirement 0.00%
CAO
Page 12
Homeownership Counseling
Page 1552 of 2661
Form SHIP AR 2009
67-38.008 (s). F.A.C.
Effective Date: 5/231201 7
LG Submitted Comments:
Page 13
CAO
Page 1553 of 2661
Form 1
Form SHIP AFY2009
67-38.008 (5), F.A.C.
Effeclive Date: 5/2312017
Title: SHIP Annual Repoft Report Status: Unsubmitted
Collier County/Naples FY 202112022 Closeout
Lho
SHIP Distribution Summary
Homeownership
Homeownership Totals: $2,298,830.54 5g
Rentals
Rental Totals: $743,580.00 44
Subtotals: $3,042,410.54 102
Additional Use of Funds
Expended :. .Pe rcerilage
$265,005. s0 10.00 %
$34,666.92 4.99 %
NaN %
Totals:$3,342,082.96 102 $.00
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Source of Funds Amount
State Annual Distribution $2,650,055.00
Program lncome (lnterest)$15,563.33
s677,775.16
Recaptured Funds $.00
Disaster Funds
HHRP Funds
Carryover funds from previous year $4,706.32
Total: $3,348,099.81
* Carry Forward to Next Year: $6,016.85
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
Strategy
Encumbered
Amount'
UnencUtI|.bered
Amount ',lUilits
2 Down payment Assistance $615,000.00 20
3 Owner Occupied Rehab $733,830.54 19
10 New Construction $950,000.00 19
Expended
Amount Units
Encumbered
Amount
Unencumbered
Amount Units
14 Rental Rehab $743,580.00 44
Administrative
Homeownership Counseling
Admin From Program lncome
Admin From Disaster Funds
Admin From HHRP
Page 1
Use
Program lncome (Payments)
$.00
Ccit e
Expended
Ariount l:Units Unili
Code Strategy Units
Page 1554 of 2661
Descaiptio-n r:,;rlr.r:,lrl lBed 4 Bedititit,il. i:
496 oJ/929
1 ,367
LOW 1 ,321
MOD 1,983 2,124 2,547 2,943
Up to 140%2,313 2,478 2,971 3,433 3,829
compliance Category SHIP Funds Trust Funds
Homeownership $2,298,830.54 $2,654,761.32 86.59%65%
Construction / Rehabilitation $3,007,410.54 $2,654,761.32 113.28%75%
Form 2
Rental U nit lnformation
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced
through June 30th for Units
Amount of Fsnds Expended to
Date
SHIP Funds Expended $3,042,410.54 35.33"/"
Public iiloneys Expended $677 .844.19 7 .87%
Private Funds Expended $4,805,534.86 55.80%
Owner Contribution $86,224.02 I .Q0To
Total Value of All Units $8,612,013.61 100.00%
SHIP Program Compliance Summary - Home Ownership/Gonstruction/Rehab
Program Compliance - lncome Set-Asides
Project Funding for Expended Funds Only
Lho
lncome Category SHIP Funds Totals of
Percentages
Extremely Low $17 4.7 42.39 5.220/0
EL+VL. 37 .7 lYaVery Low $1,087,826.95 32.49%
Low $1 ,312,144.66 39.19%EL+VL+L: 76.90%
lvlod erate $467,696.54 13.97%
Over 120o/o-140Yo 9.00 00%
Totals: $3,042,4'10.54 90.8704
Page 2
Form SHIP AR/2009
67-38.008 (5), F.A.C
Efi e cliv e D ale : 5 n3 I 20 1 7
% ot Total Value
Eff.
% of Trust Fund
FL Statlte
Minimsm %
leu
Total
Available
Funds % '
Page 1555 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Elreclive D ale: 51231201 7
. lncome.Category..r Total Funds rr:r
Mortgages,
.,,Loans &.DPL's..
Mortgages,
Loans &
DPL Unit #s
.sHrP ,,1
Grant
Ulit tb,,,,Exper:ded,.
..,Totall.sHlP..
Funds
Iolal,#
Units
Extremely Low $17 4,7 42.39 4 $00 0 $174,742.39 4
Very Low $1,087,826.95 32 $.00 0 $1,087,826.95
Low $1,312,144.66 $.00 0 $1 ,312,144.66 39
Moderate $467,696.54 27 $.00 0 $467,696.54 27
Over 120o/o-1 40o/o $.00 0 $.00 0 $.00 0
Totals: 53,042,410.54 s.00 0 $3,042,410.54 102102
Form 3
Number of Households/Units Produced
Totals
Characteristics/Age (Head of Household)
Totals:
Family Size
4 32 39 27 102
3 48 14 102
List Unincorporatild
,, and Each ,.
Muiiicipality'vLl
Over .
1+o"t"'Total
New Construction Unincorporated 7 12 19
Rental Rehab Unincorporated 18 B 18 44
Owner Occupied
Rehab
Unincorporated 4 6 7 2 19
Down payment
Assistance
Unincorporated 1 12 7
Description
List Unincorporated
rr:' arid Eadh ,lll'
Municipality
:::a.
25 26 40 41 -61 62+Total
Unincorporated 9 10 19
Rental Rehab Unincorporated 2 to 21 5 44
Unincorporated 10 9 19
Down payment
Assistance
Unincorporated 1 12 7 20
'',1. ,,::: lr,,
..Desqriptign
List Unincorporated
and Each
,. Municipality ,,.
:.....
1
Person
5+
People
New Construction Unincorporated 17 2 19
Rental Rehab Unincorporated 4 27 13 44
Owner Occupied
Rehab
Unincorporated 11 6 2 19
Down payment
Assistance
Unincorporated tt 3 20
Page 3
Totals: '15 67 20 102
LAr
Total Funds
SHIP Grants
Stiategy ELi Low Mod
New Construction
Owner Occupied
Rehab
2-4
People Total
Page 1556 of 2661
Form SHIP AR-/2009
67-38.008 (5), F.A.C.
Efiective Dale: 5/23/2017
Race (Head of Household)
Unj.ncorpo
and Each
White ,..antc Asian Olher
4 5 10 19
Rental Rehab 4 11 25 4 44
Owner Occupied
Rehab
o 5 5 19
Down payment
Assistance
2 I I 20
50,000.00 1New Construction Educator/School
Employee
Rental Rehab Educator/School
Employee
1 0.81 9.02 1
4 '102
Demographics (Any Member of Household)
Description
List Unincorporated
.,. and Each l
Municipality r
New Construction Unincorporated 0
Unincorporated 7 2 9
Owner Occupied
Rehab
Unincorporated 0
Down payment
Assistance
Unincorporated 0
Totals:7 2 9
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Form 4
Totals: 19 30 49
Status of lncentive Strategies
lncentive Description (lf Other)
Expedited permitting
Ongoing review process
Flexible densities
Category Status
Required
Required
AHAC Review
Year Adopted
(or N/A)
2oo5lmplemented,
in LHAP
lmplemented,
in LHAP
2005
Adopted 2004
LAO
Support Services
Page 4
Total # of
Expended Units
.lndianBlack
Hisp-
.Total
NewConstruction lUnincorporated
lunincorporated
lunincoroorateo ip,*"orp.rated
I
I
Homg-
lesa Elderty T6tal
Rental Rehab
[-[--
Page 1557 of 2661
Form SHIP ARi2009
67-38.008 (5), F.A.C.
Eflecliue D ale 5123120 17
Working with Housing Development Corporation (dba HELP) as a non-Sponsor of Home Buyer Counseling
and Financial Literacy.
Other Accomplishments
Collier County is a SHIP Success Story Award Winner for 20'19
Availability for Public lnspection and Comments
CAO
Per LHAP Requirements
0.1 I
Mortgage Defaults
A. Very low income households in default: 0
B. Low income households in default: 0
C. Moderate households in default: 0
Defaulted Loans Life-to-date: 0
SHIP Program Default Percentage Rate Life to Date
Strategies and Production Costs
Expended Funds
Total Unit Count 102
0.00
TotalExpendedAmount: $3,042,410.54
Down payment Assistance $30,750.00
New Construction $50,000.00
Owner Occupied Rehab $36,691.53
Rental Rehab $ 16,899.55
F!ll Nrr" ....... Address
. ,:l,l:"
CitY
Page 5
Life-to-Date Homeownershi p Default and Foreclosure
Total SHIP Purchase Assistance Loans: 3113
Mortgage Foreclosures
A. Very low income households in foreclosure: 2
B. Low income households in foreclosure: 3
C. Moderate households in foreclosure: 1
Foreclosed Loans Life-to-date: 6
SHIP Program Foreclosure Percentage Rate Life to Date:
!!Iategy Average Cost,
Strategy .Zip ExpendedCode Funds
fY if Unit
,rrAlready
Counted
New Constructron lMlara 15879 opponunity lNaples 34112
lBuchanan lcirte +zo1 I I
$50,000.00
|
Page 1558 of 2661
Form SHIP AR/2009
67,38.008 (5), F.A.C.
Eft eclive D ale | 5123120 I 7
New Construction Marvin
Cabrera
5875 Opportunity Cir
#903
Naples
New Construction Jose Capote 5875 Opportunity Cir
#904
Naples 34112
New Construction Sarah Coyer 5892 Oppodunity Cir
#201
Naples 34'112
New Construction Yoima Dinza 5887 Opportunity Cir
#303
Naples 34112
New Construction Richa rd
lvlarga lie
5871 Opportunity Cir
#1102
Naples 34112
New Construction Karen Martell 5891 Opportunity Cir
#101
Naples 34112
New Construction Yarileinis
Rodriguez
Mejias
5887 Opportunity Cir
#304
Naples 34112
New Construction 34112
New Construction 34112
Jon Joseph
Cappelluti
5867 Opportunity Cir
#1202
Naples 341'12
New Construction 34112
New Construction 34112
New Construction
New Construction Franslet
Etienne
5841 Opportunity Cir
#1903
Naples 34112
New Construction Antonio
Gallardo
Garcia
1442 Songbird #
3203
Naples 34105
New Construction Delivrance
Deslouche
5790 Pride Way
#2901
Nap les 34112
New Construction Nerva Achelus 5790 Pride Way
#2902
Naples
New Construction l\4aria San
J uana
Rodriquez
Palacios
5833 Opportunity
Corcle # 2302
Naples 34112
Rental Rehab 346 Leawood Circle,
Rm #1
Naples 34104
Rental Rehab Barbara
I\ilackey
346 Leawood Circle,
Rm #2
Naples 34104
Rental Rehab Patricia
Cushing
346 Leawood Circle,
Rm #3
Naples 34104
Owner Occupied
Rehab
Steven
Sheppard
5346 Treetops Drive Naples
Owner Occupied
Rehab
Jeff Sykes 1281 'l6th Ave SW Naples 34117 $812.70 2020-2021
Owner Occupied
Rehab
Sandra Davis 33 Sonderhen Drive Naples 341't4
Page 6
CAO
34112 $5o,ooo ool
$50,000 ool
$50,000.00
|
$50,ooo. oo
I
$50,000.001
$50,000.00
|
$50 000 001
Marie saimpre
li?1;,or*n,"n,
cir
lNaores
$50,ooo ool
Ricardo Blanco
l;?6Topportunrty
cir
lNaples
$50,000 001
New Construction $50,0OO.0Ol
Sarah Hissins
li?3;oooo"n,"n, "ir lNaoles
$5o,oo0.ool
sabrina silva
li?3;.o*"n,,n,
cir
lNaores
$50,ooo.ool
Giover Rios
li?;3ro*"nr"n, "ir lNaores
34112 $50,ooo.oo
I
$50,000 o0l
$50 oo0 0ol
$50, ooo. oo
I
34112 $50,ooo.o0l
'*'*o*l
lraida Granda
Salmeron
$100,000 001
$100,000 001
$1oo ooo ool
34113 $52,5oo ool
$44,427.O8l
Page 1559 of 2661
Form SHIP AR/2009
67,38.008 (s), F.A.C.
Effective Date: 5/2312017
Owner Occupied
Rehab
lsabel Lopez-
Melero
10261 Emperor Lane Naples 34114
Owner Occupied
Rehab
Lucy Hall 415 Gaunt Street lmmokalee 34142
Owner Occupied
Rehab
Jean Magis 613 Jefferson Ave
West
lmmokalee 34142
Owner Occupied
Rehab
Ruby
Robinson
2990 54th Lane SW Naples 341 16
Owner Occupied
Rehab
Marie Gilot 2355 Delta Drive Nap les 34117
Owner Occupied
Rehab
Andrea Gulyas 2527 44lh Street SW Naples 341 16
Owner Occupied
Rehab
Tammy
DesOrmeau
14657 Apalachee St Naples 34114
Owner Occupied
Rehab
Maria Ortiz 609 Roberts Ave lmmokalee 34142
Owner Occupied
Rehab
Ana M Rivera 617 6th Avenue lmmokalee 34142
Owner Occupied
Rehab
Pamela Judy 6187 Parkers
Hammock Road
Naples 34112
Owner Occupied
Rehab
Jonas Foster 955 Roseate Drive Naples 34104
Owner Occupied
Rehab
Beth D Garvin 5290 Treetops Drive,
Unit l-201
Naples 34113
Owner Occupied
Rehab
Billa lMartin 1017 Central Drive Naples 34104
Owner Occupied
Rehab
Shidey
Feg ueroa
Owner Occupied
Rehab
Luis Soto 2793 Poinciana
Street
Naples 34105
Owner Occupied
Rehab
Vera Stroden 1 969 Crestview Way,
Unit 151
Naples 341 19
Owner Occupied
Rehab
Alexis
Schomb urg
3905 Estero Bay
Lane
Naples 34112
Down payment
Assistance
Down payment
Assistance
Kimberly
lMcNeely
915 Cypress Court Naples 341 10
Down payment
Assistance
Down payment
Assistance
Spencer
Joseph
10344 Knight Drive Naples 341't4
Down payment
Assistance
Wendy Lemus 10360 Knight Drive Naples 34114
Down payment
Assistance
Tatiana Alexis
Marcellon
10300 Noble Drive N ap les 34114
Down payment
Assistance
Julson St
Charles
10296 Noble Drive Naples 34114
Down payment
Assistance
Ruth Janet
Liggans
10307 Noble Drive Naples 34114
Down payment
Assistance
Page 7
cao
$46,769.56
|
| $40 e55.251
$22,248.90l,
| $38,228.401
l$52,484.251
$23,331.00J
$33,969.411
s52,500. oo
I
$10,608.151
$30,160.3s1
$37,531.731
$43,861 .65
|
$45,892.30
|
1624
Clifton street
llmmokalee lzauz
$41,254.761
$49,623 o0l
$31,S67.501
$34,804.551
Luis Perez
lzaao
ozno nve NE lNaples 134120
$50,000.001
$20,0oo.ool
AndyeRicardo
1103e0
Royalty Wav
I
Nanles
lzttu
$25,OO0.OOl
$25,OOO.OOl
$3o,0oo 0ol
I s:s,ooo ool
$30,ooo ool
$30,ooo.ool
Ricky Doland
lroatt
Noute orive lNantes lz+tu
$30,000.0ol
Page 1560 of 2661
Down payment
Assistance
Blondel Fils
Aime
10339 Kn ight Drive Naples 34114
Down payment
Assistance
Dan ny
Jimenez
Sabina
10320 Noble Drive Naples 34114
Down payment
Assistance
Edrey Alonso
Eloy
10319 Noble Drive Naples 34114
Down payment
Assistance
Victorina
Martin Martin
10291 Noble Drive Naples 34114
Down payment
Assistance
Narissa A
Regis
Boatswain
10356 Knight Drive Naples 34114
Down payment
Assistance
Lorena
Almanza
Serrato
10324 Noble Drive Naples 34114
Down payment
Assistance
Jean M
Vazquez
Pareta
10303 Noble Drive Naples 34114
Down payment
Assistance
SamuelA
Nieto Ovalles
506 S First St lmmokalee 34142
Down payment
Assistance
Tilleta Simons 225Ospreys Landing
# 1101
Naples 34104
Down payment
Assistance
Eduardo
C havez
M artinez
13660 Legacy Ln Naples 34114
Rental Rehab Heriberto
Gamez Suarez
24'11 Sanders Pines
Circle, Unit 241 1
lmmokalee 34142
34142
Rental Rehab Alonso Alfaro 2415 Sanders Pines
Circle, Unit 2415
lmmokalee 34142
lmmokalee 34142
34142
lmmokalee 34142
lmmokalee 34142
Rental Rehab Sand ra
Villagomez
2424 Sanders Pines
Ctcle , Unil 2424
lmmokalee 34142
Rental Rehab Diana Leiva
Guevara
2426 Sanders Pines
Circle, Unit 2426
lmmokalee 34142
Rental Rehab Maria Bedolla 2428 Sanders Pines
Ctcle, Unil2428
lmmokalee
Rental Rehab Bernada l\,4eus lmmokalee 34',|42
Rental Rehab Virgilia
Francisco Jose
2433 Sanders Pines
Circle, Unit 2433
lmmokalee 34142
Rental Rehab Francisca
Marquez
Almendarez
2435 Sanders Pines
Circle, Unit 2435
lmmokalee
Page 8
cho
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Ellecliv e D ale : 5123120 1 7
$35,OOO OOI
$30 oo0 0ol
$30,000.00
|
$3o,ooo.ool
$30 ooo ool
$30 000 001
$30 ooo ool
$30,000.001
$3o,o00.ool
$30 000 001
$10,s19. 02l
Rental Rehab lMargarita 12413 Sanders Pines
lHernandez lCircle, Unit 2413
lmmokalee $10,819. 02l
$ 10,819. 02l
Rental Rehab lRuth Lebon 124'17 Sanders Pines
I lCrrcle, Unit 2417
$ 1 0,81 9.031
Rental Rehab lGregory 12419 Sanders Pines
lvircent lcircle. unit 2480
lmmokalee $ 1 0,81 9.031
Rental Rehab lAlta Denavar 12420 Sanders PinesI lcircle. Unit 2420
$ 1 0,81 9.02
|
Rental Rehab lManuel 12422 Sanders Pineslorantes lci.t". unftzq22
lconzatez I
$10 81 e 031
$10,819.021
$10,819.031
34142 $10,s19.03j
12431 Sanders Pines
lCircle, Unit 2431
$10,819.02
|
$10,81e 031
34142 $10 81 e 031
Page 1561 of 2661
Form SHIP AR 2009
67-38.008 (5), F.A.C.
Effective Date: 5/2312017
Rental Rehab A varo Garcia 2437 Sanders Panes
Circle, Unit 2437
lmmokalee 34142
Rental Rehab Jean Joseph 2439 Sanders Pines
Circle, Unit 2439
lmmokalee 34142
Rental Rehab Clemente F
Lopez
2440 Sanders Pines
Circle, Unit 2440
lmmokalee 34142
34142
34142
34142
Rental Rehab 34142
Rental Rehab Crystal
Aguilera
2448 Sanders Pines
Circle, Unit 2448
lmmokalee 34142
Rental Rehab 34142
Rental Rehab 34142
Rental Rehab 34142
34142
34142
34142
Rental Rehab 34142
Carmellno
Santis
2464 Sanders Pines
Circle. Unit 2464
lmmokalee 34142
Rental Rehab Elizzabeth
Jrmenez
2466 Sanders Pines
Circle, Unit 2466
lmmokalee 34142
Rental Rehab Rayad Hatem 2468 Sanders Pines
Circle, Unit 2468
lmmokalee 34142
Rental Rehab Lucina Garcia
Garcia
2471 Sanders Pines
Circle, Unit 2471
lmmokalee 34142
Rental Rehab Aima Trejo
Ramirez
2473 Sanders Pines
Circle, Unit 2473
lmmokalee 34142
Rental Rehab Joel lvlartinez 2475 Sanders Pines
Circle, Unit 2475
lmmokalee 34142
Rental Rehab Marcel Saint
J uste
2477 Sanders Pines
Clrcle, Unil2477
lmmokalee 34142
Rental Rehab Francisco
Diego
Francisco
2479 Sanders Pines
Circle, Unit 2479
lmmokalee 34142
Rental Rehab Eduardo
Venegas
Garcia
2480 Sanders Pines
Circle, Unit 2419
lmmokalee
Rental Rehab l\,4a u seu I
Philistin
2482 Sanders Pines
Circle, Unit 2482
lmmokalee
CAC)
Page 9
$10,819.02
|
$ 1 0,81 9.03
|
$10,819.02
|
Rental Rehab lLainese Privil 12442 Sanders Prnes llmmokaleeI |ctcte.unt2442 I
$10,s 19.02
|
Rental Rehab lwadson 12444 Sanders Pines llmmokalee
luitaort lcircle. unit 2444 I
$ 1 0,81 9.03
|
Rental Rehab lEduardo 12445 Sanders Pines llmmokalee
lSerrano Lara lCircle. Unit 2445 I
$ 1 0,81 9.031
lLouiness 12446 sanders Pines llmmokaleelc"o"t lcircte, Unit 2446 I
$10,s19.031
$10,s1 9.031
lAlejandrina l2+5t Sanders Pines llmmokalee
lCarrera Juarez lCircle, Unit 245'l I
$10,81 9.031
lEvangelina l2+53 Sanders Pines llmmokaleelErebia lcircle, Unit 2453 |
$10,S19. 02
|
lsara Simonise 12455 Sanders Pines llmmokalee
I lcircle, Unit 2455 |
$10,81 9. 02
|
Rental Rehab lYanelis 12457 Sanders Pines llmmokaleelzrldiu^, lcircle l.lnit 2457 |
lc"rru."n" I I
$10 81e.02
|
Rental Rehab lllda Sanchez 12459 Sanders Pines llmmokalee
lcarcia lcircle, Unit 2459 I
$ 10,81 9.021
Rental Rehab lDomonoo 12460 Sanders Pines llmmokalee
lRamirei Perez lCircle, Unit 2460 I
$ 1 0,81 9.03
|
lHisel Meza l2+oz Sanders Pines llmmokaleeI lcircle, Unit 2462 I
$10,819.021
Rental Rehab $ 10,819.02
|
$ 1 0,81 9.03
|
$10,819.02
|
$10,819.03
|
$ 10,s19.03
|
$10,819.02
|
$10,s19.02
|
$10 81e 031
34142 $10 s1 e 021
34142 $ 10,81 9.02
|
Page 1562 of 2661
Form SHIP AR/2009
67-38.008 (5), F A.C.
Effeclive Date: 5/2312017
Rental Rehab lrene Flores
Ortiz
2484 Sanders Pines
Circle, Unit 2484
lmmokalee 34142
Elcie Blanc 2486 Sanders Pines
Circle, Unit 2486
lmmokalee 34142
Rental Rehab Fuentes
Salinas
2488 Sanders Pines
Circle, Unit 2488
lmmokalee 34142
Down payment
Assistance
Samantha
Flora Kee
3720 Fieldstone Blvd Naples 341 09
Administration by Entity
Program lncome
Program lncome Funds
Loan Repayment $677,77s.16
Refinance
Foreclosure
Sale of Property
lnterest Earned $15,563.33
$693,338.49
Number of Affordable Housing Applications
Submitted
Approved 25
Denied 13
Explanation of Recaptured funds
$.00
Rental Developments
Address SHIP
Single Family Area Purchase Price
L-AO
Business Type ered Responsibility Amount
Collier County Cou nty
Government
Administration $299,672.42
Page 10
$10,819. 02
|
Rental Rehab $ 10,819.02
|
$10,819.02
|
$35,OOO.OO
I
Total:
Numbei of Affordable Housing Applications
Desciiption Amoiint
Total:
zip
Code
Compliance
Monitored By
Page 1563 of 2661
Form SHIP AR/2009
67-38.008 (5), F.A.C.
Efi ecliu e D ale : 5 I 23 120 1 7
The average area purchase price of single family units
Or
Not Applicable
Form 5
445,000.00
Special Needs Breakdown
Special Needs Category Breakdown by Strategy
)Strategies
Expended
Amount'Units
Encumbered
'll::, AriOUnt,r:l U n its,:
%ol
Allocation
3 Owner Occupied Rehab $ 166,290.00
10 New Construction s100,000.00
14 Rental Rehab $332,457.08
$s98,747.08 22.59%
i:. .:rr'. Strategies ,i:...Special Needs Category
Expended
/{mount .r,..Units
Encumbered
.,.' Amount.l l:Uni1s,
(10) New Construction Receiving Veterans
Disability Benefits
$50,000.00
(10) New Construction Person with Disabling
Condition (not DD)
$50,000.00 1
(14) Rental Rehab Person with Disabling
Condition (not DD)
$221,638.05 4
(14) Rental Rehab Receiving Social Security
Disability lnsurance
$100,000.00 1
(3) Owner Occupied Rehab Receiving Social Security
Disability lnsurance
$105,000.00 2
(3) Owner Occupied Rehab Person with Disabling
Condition (not DD)
$61,290.00 2
('14) Rental Rehab Developmental Disabilities $ 1 0,81 9.03 1
lnterim Year Data
CA()
Page '11
Provide a description of efforts to reduce homelessness:
Assistance is provided through the HUD Emergency Solutions Grant and US Treasury - Emergency Rental
Assistance
4ll
2ll
6ll
Total 12ll
Page 1564 of 2661
Form SHIP AFY2009
67-38.008 (5), F.A.C
Efteclive D ale: 512312017
lnterim Year Data
TotalRevenue: $7,388,425.23
Total Expenditures/Encumbrances: $5,791,819.35
State Annual Distribution $3,677,575.00
SHIP Disaster Funds $334,700.00
HHRP Allocation $2,855,650.00
Program lncome $520,500.23
$2,961,383.93Program Funds Expended
Program Funds Encumbered $2,317,103.'10
Total Administration Funds Expended $513,332.32
Total Administration Funds Encumbered $0.00
Homeownership Counseling
65% Homeownership Requirement $1,885,020.00 27 .450/a
75% Construction / Rehabilitation 55.63%
30% Very Low lncome Requirement 20.25%
60% Very Low + Low lncome Requirements 25.04%
20% Special Needs Requirement 13.634/0
Page 12
CAU
ReVenue
Expen-ditu reslEncumbra nceq
$3,820,617.32 |
$1 495,994.13
|
$1,850,2S8.731
$1,006.773.871
Page 1565 of 2661
Form SHIP AR/2009
67,38.008 (5), F.A.C.
Efi e cliu e D ale : 5 I 23 120 1 7
LG Submitted Comments:
Edits made to the report by the LG resulted in report status being changed back to "Unsubmitted"
Page 13
cao
Page 1566 of 2661
From:Kathy Cutler
To:Kristi Sonntag; Robert Dearduff; Lisa Carr
Cc:Donald Luciano; Vanessa Collier; Tara Bishop
Subject:RE: Formal Request for Extension SHIP FY 22-23
Date:Friday, May 2, 2025 2:05:32 PM
Attachments:image001.png
image002.png
image003.png
image004.png
image005.png
image006.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 Collier County/Naples SHIP funds for the fiscal year 22/23.
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 June 30, 2026.
____________________________________________________________________________________________________
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.
From: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>
Sent: Friday, May 2, 2025 11:59 AM
To: Robert Dearduff <Robert.Dearduff@floridahousing.org>; Kathy Cutler <Kathy.Cutler@floridahousing.org>; Lisa Carr
<Lisa.Carr@colliercountyfl.gov>
Cc: Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov>; Tara Bishop
<Tara.Bishop@colliercountyfl.gov>
Subject: RE: Formal Request for Extension SHIP FY 22-23
Rob: The total property has 252 units and the SHIP funds represent 52 VLI and Low units. We will work with the developer to
account for our SHIP units as quickly as possible once each building receives its CO and begins to lease up. If we can close out
sooner with the rent rolls we certainly will.
Kristi Sonntag
Division Director - Community & Human Services
Community & Human Services
Office:239-252-2486
3339 Tamiami Trail E Bldg H Suite 213
Naples, Florida 34112
Kristi.Sonntag@colliercountyfl.gov
From: Robert Dearduff <Robert.Dearduff@floridahousing.org>
Sent: Friday, May 2, 2025 10:55 AM
To: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Kathy Cutler <Kathy.Cutler@floridahousing.org>; Lisa Carr
<Lisa.Carr@colliercountyfl.gov>
Cc: Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov>; Tara Bishop
<Tara.Bishop@colliercountyfl.gov>
Subject: RE: Formal Request for Extension SHIP FY 22-23
Page 1567 of 2661
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.
The issue is that we generally don’t approve extensions out past one year for regular SHIP funds. With the Renaissance Hall
property being funded with non-FHFC funds I am not sure exactly how it will come online and what the income set-asides will
be, but I assume that you will not have to wait until every building is completed and online before you can count the SHIP funds
as expended since you are only funding a portion of the units. AM I missing something on how this will occur?
From: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>
Sent: Friday, May 2, 2025 10:22 AM
To: Kathy Cutler <Kathy.Cutler@floridahousing.org>; Lisa Carr <Lisa.Carr@colliercountyfl.gov>; Robert Dearduff
<Robert.Dearduff@floridahousing.org>
Cc: Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov>; Tara Bishop
<Tara.Bishop@colliercountyfl.gov>
Subject: RE: Formal Request for Extension SHIP FY 22-23
See below
Kristi Sonntag
Division Director - Community & Human Services
Community & Human Services
Office:239-252-2486
3339 Tamiami Trail E Bldg H Suite 213
Naples, Florida 34112
Kristi.Sonntag@colliercountyfl.gov
From: Kathy Cutler <Kathy.Cutler@floridahousing.org>
Sent: Friday, May 2, 2025 9:37 AM
To: Lisa Carr <Lisa.Carr@colliercountyfl.gov>; Robert Dearduff <Robert.Dearduff@floridahousing.org>
Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier
<Vanessa.Collier@colliercountyfl.gov>; Tara Bishop <Tara.Bishop@colliercountyfl.gov>
Subject: RE: Formal Request for Extension SHIP FY 22-23
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.
Good morning Lisa,
Thank you for your response.
On the Renaissance property – do you know which type of HUD financing is involved, and if there are other funding sources?
The project has SHIP, EDI, ARP and is a HUD 223 (d) 3 loan
For your Disaster Funds – just to clarify, the $56,324.60 in program costs was expended for assisting applicants, correct? As a
reminder, the Admin costs can only be 10% of the expended funds, not of the full award. We have obligated to clients whose
homes are finalizing reconstruction/rehabilitation $31,200 and expended to date $84,500.54. We will spend a total of $115,700.50 of
the allocation and return $218,999.46. We will use only 10% for admin.
Thank you,
Kathy
From: Lisa Carr <Lisa.Carr@colliercountyfl.gov>
Sent: Friday, May 2, 2025 8:53 AM
To: Kathy Cutler <Kathy.Cutler@floridahousing.org>; Robert Dearduff <Robert.Dearduff@floridahousing.org>
Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier
Page 1568 of 2661
<Vanessa.Collier@colliercountyfl.gov>; Tara Bishop <Tara.Bishop@colliercountyfl.gov>
Subject: RE: Formal Request for Extension SHIP FY 22-23
Hi Kathy,
Please look at the second page of our extension request for each program expenditure and encumbrance. I have also
answered your questions below in red.
Let me know if you have any questions.
Thank you for your consideration.
Lisa Carr
Supervisor - Grants
Community & Human Services
Office:239-252-2339
Lisa.Carr@colliercountyfl.gov
From: Kathy Cutler <Kathy.Cutler@floridahousing.org>
Sent: Thursday, May 1, 2025 2:18 PM
To: Lisa Carr <Lisa.Carr@colliercountyfl.gov>; Robert Dearduff <Robert.Dearduff@floridahousing.org>
Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier
<Vanessa.Collier@colliercountyfl.gov>; Tara Bishop <Tara.Bishop@colliercountyfl.gov>
Subject: RE: Formal Request for Extension SHIP FY 22-23
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.
Hi Lisa,
We have some follow up questions for you:
1. How is your FY 21/22 report coming along? Expenditures for that FY are currently due 6/30/25. As of today , we
are spending as plan and is on target to fully expend the award by June 30, 2025.
2. You’ve requested an extension until June 2026, but Renaissance Hall is due to complete construction in Sept
2026. Do you have any other projects to take its place? Two projects will be completed before the end of June 30,
2026. However, Renaissance Hall will not be completed by June 30, 2026. We need a longer extension for this
project ( September/October 2026 ) since Renaissance Hall will take longer to complete. We do not have a
project to replace Renaissances Hall.
3. How much of the total HHRP funding is expended and encumbered? expended $1,166,605.30 and encumbered
$1,689,044.70
4. For the disaster funding – how much of the funding has been expended total? You only listed program costs and
admin. encumbered $31,200 and expended $84,500.54. We will be returning $218,999.46.
Thanks,
Kathy
From: Lisa Carr <Lisa.Carr@colliercountyfl.gov>
Sent: Thursday, May 1, 2025 10:05 AM
To: Robert Dearduff <Robert.Dearduff@floridahousing.org>
Page 1569 of 2661
Cc: Kathy Cutler <Kathy.Cutler@floridahousing.org>; Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano
<Donald.Luciano@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov>; Tara Bishop
<Tara.Bishop@colliercountyfl.gov>
Subject: Formal Request for Extension SHIP FY 22-23
Mimecast Attachment Protection has deemed this file to be safe, but always exercise caution when opening files.
Rob,
Please see the attached request for an extension to our 22-23 allocation. If you have any questions, please feel free to let me know.
Best regards,
Lisa Carr
Supervisor - Grants
Community & Human Services
Office:239-252-2339
Lisa.Carr@colliercountyfl.gov
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 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.”
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.”
Page 1570 of 2661
From:Robert Dearduff
To:Kristi Sonntag
Cc:Lisa Carr; Vanessa Collier; Donald Luciano
Subject:RE: Collier County Extension
Date:Friday, May 24, 2024 10:02:49 AM
Attachments:image002.png
image003.png
image004.png
image005.png
image006.png
image012.png
image013.png
image014.png
image015.png
image016.png
image017.png
image001.png
image018.png
image019.png
image020.png
image021.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.
The expenditure extension to December 31, 2024 is granted.
Robert Dearduff
Director of Special Programs
Robert.Dearduff@floridahousing.org
p. 850.488.4197
227 N. Bronough Street, Suite 5000
Tallahassee, Florida 32301
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.
From: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>
Sent: Thursday, May 23, 2024 4:35 PM
To: Robert Dearduff <Robert.Dearduff@floridahousing.org>
Cc: Lisa Carr <Lisa.Carr@colliercountyfl.gov>; Vanessa Collier <Vanessa.Collier@colliercountyfl.gov>; Donald Luciano
<Donald.Luciano@colliercountyfl.gov>
Subject: Collier County Extension
Mimecast Attachment Protection has deemed this file to be safe, but always exercise caution when opening files.
Rob: Please see the attached request for an extension to our 21-22 allocation. If you have any questions please feel free to let me
know.
Kristi Sonntag
Division Director - Community & Human Services
Community & Human Services
Office:239-252-2486
3339 Tamiami Trail E Bldg H Suite 213
Naples, Florida 34112
Kristi.Sonntag@colliercountyfl.gov
Page 1571 of 2661
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 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.”
Page 1572 of 2661
From:Kathy Cutler
To:Lisa Carr
Cc:Robert Dearduff; Kristi Sonntag; Donald Luciano; Vanessa Collier
Subject:FW: SHIP 21/22 Extension Request
Date:Tuesday, December 3, 2024 11:57:01 AM
Attachments:CountyLogo-FullColor_948165c4-9665-41b4-9162-fbb16abff557.png
Facebook_0522f546-5e75-4698-95f9-f15590a3defe.png
Instagram_a8da4774-4b5b-4ad1-8d23-20e69b3b605d.png
X-Twitter_8d678efc-bd14-44ce-97cf-7fbab1003b00.png
Youtube_0078f7f1-7789-4afd-a015-50689fe1f99b.png
311IconforSignature_655c7bb5-b2bb-49a0-9737-5ae8a4da3ba6.png
image001.png
image002.png
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image004.png
image005.png
image011.png
image012.png
image013.png
image014.png
image015.png
Collier County SHIP Expenditure Extension Request FY 21.22 2nd Request.pdf
OOR Request for Extension 2024.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.
Florida Housing is in receipt of your request for an expenditure extension for Collier County SHIP funds for the fiscal year 21/22. 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 June 30, 2025.
_____________________________________________________________________________________________________
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.
Kathy Cutler
Special Programs Manager
Kathy.Cutler@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.
From: Lisa Carr <Lisa.Carr@colliercountyfl.gov>
Sent: Monday, December 2, 2024 1:23 PM
To: Robert Dearduff <Robert.Dearduff@floridahousing.org>
Cc: Kristi Sonntag <Kristi.Sonntag@colliercountyfl.gov>; Donald Luciano <Donald.Luciano@colliercountyfl.gov>; Vanessa Collier
<Vanessa.Collier@colliercountyfl.gov>
Subject: SHIP 21/22 Extension Request
Hello Rob,
Page 1573 of 2661
Please see the attached request for a final extension to our 21-22 allocation. If you have any questions, please feel
free to let me know.
Lisa Carr
Supervisor - Grants
Community & Human Services
Office:239-252-2339
Lisa.Carr@colliercountyfl.gov
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 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.”
Page 1574 of 2661