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Agenda 10/14/2025 Item #16D 2 (6 Mortgage Satisfaction for the SHIP loan program)10/14/2025 Item # 16.D.2 ID# 2025-2791 Executive Summary Recommendation to approve and authorize the Chair to sign six (6) mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of $162,500. (SHIP Grant Fund 1053) OBJECTIVE: To provide affordable housing opportunities for low and moderate income residents through home ownership and/or rehabilitation assistance programs funded by the State Housing Initiatives Partnership (SHIP) and further the County’s strategic plan, Community Development in support of comprehensive affordable housing opportunities. 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 loan, 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, the loan is fully forgiven. The following table provides details regarding the associated mortgages that have met the affordability period or were paid off, therefore, satisfactions of mortgage are required. None of the properties listed in the following table had a Countywide Impact Fee Agreement Lien. File # Name Reason for Payoff Public Record Mortgage or Mortgage Modification Amount Payment Amount SHIP Impact Fee Y/N 02-223 Manuel Zavala and Carmen Zavala Affordability period met OR 3067 PG 1653 $5,000.00 $0.00 Y* 03-065 Odilon Lora and Isabel Lora Affordability period met OR 3156 PG 0580 $2,500.00 $0.00 Y* 09-001 Evens Jean Charles and Joane Joseph Jean Charles Affordability period met OR 4497 PG 595 $50,000.00 $0.00 N 09-003 Rafael A. Martinez and Giovanna Martinez Affordability period met OR 4497 PG 616 $50,000.00 $0.00 N 09-005 Dina Antoine Affordability period met OR 4515 PG 1360 $50,000.00 $0.00 N 03-138 Vercius Clement and Marie J. Meris Affordability period met OR 3295 PG 2267 $5,000.00 $0.00 Y* Total $162,500.00 $0.00 *Property had SHIP Impact Fees which have been released Page 3091 of 6526 10/14/2025 Item # 16.D.2 ID# 2025-2791 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. This item is consistent with the Collier County strategic plan objective Community Development in support of comprehensive affordable housing opportunities. FISCAL IMPACT: There is no fiscal impact. The $10 recording fee for the six satisfactions of mortgage will be paid from the SHIP Grant Fund (1053), Project 33863. 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. - CLD RECOMMENDATIONS: To approve and authorize the Chair to sign six (6) mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of $162,500. (SHIP Grant Fund 1053) PREPARED BY: Michelle Rubbo, Grants Support Specialist II, Community and Human Services Division ATTACHMENTS: 1. 10.14.25 SHIP SOMS AFFORDABILITY CAO 2. 10.14.25 SHIP SOMS AFFORDABILITY BACKUP Page 3092 of 6526 Page 3093 of 6526 Page 3094 of 6526 Page 3095 of 6526 Page 3096 of 6526 Page 3097 of 6526 Page 3098 of 6526 Page 3099 of 6526 Page 3100 of 6526 Page 3101 of 6526 Page 3102 of 6526 Page 3103 of 6526 Page 3104 of 6526 Page 3105 of 6526 Page 3106 of 6526 Page 3107 of 6526 Page 3108 of 6526 Page 3109 of 6526 Page 3110 of 6526 Page 3111 of 6526 Page 3112 of 6526 Page 3113 of 6526 Page 3114 of 6526 Page 3115 of 6526 Page 3116 of 6526 Page 3117 of 6526 Page 3118 of 6526 Page 3119 of 6526 Page 3120 of 6526 Page 3121 of 6526 Page 3122 of 6526 Page 3123 of 6526 Page 3124 of 6526 Page 3125 of 6526 Page 3126 of 6526 Page 3127 of 6526 Page 3128 of 6526 Page 3129 of 6526 Page 3130 of 6526 Page 3131 of 6526 Page 3132 of 6526 Page 3133 of 6526 Page 3134 of 6526 Page 3135 of 6526