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Agenda 01/13/2026 Item #16D 4 (Satisfactions od Mortgages (8) for the State Housing Initiatives Partnership loan program and to approve a budget amendment to recognize revenue from loan payoffs)1/13/2026 Item # 16.D.4 ID# 2025-4947 Executive Summary Recommendation to approve and authorize the Chair to sign eight (8) mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of $145,000.00 and to approve a budget amendment to recognize $66,666.67 in revenue from loan payoffs. (SHIP Grant Fund 1053). OBJECTIVE: To advance the County’s strategic goal of Community Development by expanding affordable housing opportunities for low- and moderate-income residents through homeownership and rehabilitation 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 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 loan conditions are met, the loan is fully forgiven. The following table provides details regarding the first six associated mortgages that have met the affordability period, and the last two 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 03-281 Evelyn Mercado Affordability period met OR 3674 PG 3869 $10,000.00 $0.00 Y* 03-344 Carlos F. Navarro and Yolanda Ybanez Affordability period met OR 3757 PG 3530 $10,000.00 $0.00 N 05-058 Gloria M. Calle Affordability period met OR 3844 PG 0398 $10,000.00 $0.00 Y** 03-335 Magalie Dieu Affordability period met OR 3723 PG 2493 $10,000.00 $0.00 Y** 04-279 Jaime C. Lopez- Hernandez and Brigida C. Saalazar Affordability period met OR 3960 PG 3695 $10,000.00 $0.00 Y** 05-010 Jose R. Linares and Marioly Baez Alfonso Affordability period met OR 3888 PG 3579 $10,000.00 $0.00 N 15-050 Meghan S. Siemienska Property Sold OR 5382 PG 3141 $30,000.00 $30,000.00 Y* 15-017R Anne Lou Gilliam Loan Paid Off OR 5468 PG 3671 $55,000.00 $36,666.67 N Total $145,000.00 $66,666.67 *SHIP Impact Fees to be released 1/13/26 Page 8869 of 14062 1/13/2026 Item # 16.D.4 ID# 2025-4947 **Property had SHIP Impact Fees which have been released Approval of this item will authorize the Chair 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 to support comprehensive affordable housing opportunities. FISCAL IMPACT: A Budget Amendment is attached to recognize $66,666.67 in revenue from loan payoffs to SHIP Fund (1053) Project 33938. The $10 recording fee for the property that was sold was paid by the Developer, and the $10.00 recording fees for the other satisfactions of mortgage will be paid from the SHIP Grant Fund (1053), Project 33907. 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 RECOMMENDATION(S): To approve and authorize the Chair to sign eight (8) mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of $145,000.00 and to approve a budget amendment to recognize $66,666.67 in revenue from loan payoffs. (SHIP Grant Fund 1053). PREPARED BY: Michelle Rubbo, Grants Support Specialist II, Community and Human Services Division ATTACHMENTS: 1. 1.13.26 SHIP SOMs CAO 2. 1.13.26 SHIP SOMS BACKUP AFFORDABILTY-SOLD 3. ZGRANT_BUDGET_NOXML_B 33938 $66,666.67 Page 8870 of 14062 Page 8871 of 14062 Page 8872 of 14062 Page 8873 of 14062 Page 8874 of 14062 Page 8875 of 14062 Page 8876 of 14062 Page 8877 of 14062 Page 8878 of 14062 Page 8879 of 14062 Page 8880 of 14062 Page 8881 of 14062 Page 8882 of 14062 Page 8883 of 14062 Page 8884 of 14062 Page 8885 of 14062 Page 8886 of 14062 Page 8887 of 14062 Page 8888 of 14062 Page 8889 of 14062 Page 8890 of 14062 Page 8891 of 14062 Page 8892 of 14062 Page 8893 of 14062 Page 8894 of 14062 Page 8895 of 14062 Page 8896 of 14062 Page 8897 of 14062 Page 8898 of 14062 Page 8899 of 14062 Page 8900 of 14062 Page 8901 of 14062 Page 8902 of 14062 Page 8903 of 14062 Page 8904 of 14062 Page 8905 of 14062 Page 8906 of 14062 Page 8907 of 14062 Page 8908 of 14062 Page 8909 of 14062 Page 8910 of 14062 Page 8911 of 14062 Page 8912 of 14062 Page 8913 of 14062 Page 8914 of 14062 Page 8915 of 14062 Page 8916 of 14062 Page 8917 of 14062 Page 8918 of 14062 Page 8919 of 14062 Page 8920 of 14062 Page 8921 of 14062 Page 8922 of 14062 Page 8923 of 14062 Page 8924 of 14062 Page 8925 of 14062 Page 8926 of 14062 Page 8927 of 14062 Page 8928 of 14062 Page 8929 of 14062 Page 8930 of 14062 Page 8931 of 14062 Page 8932 of 14062 Page 8933 of 14062 Page 8934 of 14062 Page 8935 of 14062 Page 8936 of 14062 Page 8937 of 14062 Page 8938 of 14062 Page 8939 of 14062 Page 8940 of 14062 Page 8941 of 14062 Page 8942 of 14062 Page 8943 of 14062 Page 8944 of 14062 Page 8945 of 14062 Page 8946 of 14062 Page 8947 of 14062 Page 8948 of 14062