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Agenda 06/27/2017 Item #16D1106/27/2017 EXECUTIVE SUMMARY Recommendation to approve two State Housing Initiative Partnership (SHIP) Subrecipient Agreements, one with Rural Neighborhoods, Inc in the amount of $600,000 and one with Habitat for Humanity of Collier County, Inc. in the amount of $900,000, each for the administration of an Owner-Occupied Rehabilitation Program; and accept a nine month funder-granted spending extension for FY 14-15 allocation. OBJECTIVE: To continue to promote affordable housing strategies for low- to moderate-income persons through the SHIP Program. CONSIDERATIONS: On July 7, 1992, the Florida legislature enacted the William E. Sadowski Affordable Housing Act to provide additional funding to local communities to promote and advance affordable housing initiatives. Funds are generated through documentary stamp tax on real estate transactions. Under the SHIP program, Collier County and the City of Naples receive funds from the State of Florida through the Florida Housing Finance Corporation to undertake eligible activities. SHIP Subrecipient Agreement: The BCC-approved SHIP Local Housing Assistance Plans (LHAP) identify eligible strategies and serve as a guideline for the use of all SHIP funds, and include a strategy for owner-occupied rehabilitation. Rehabilitation of owner-occupied properties has been shown to preserve neighborhoods and assist in reducing declines in property values that result from deterioration. Further, maintaining the existing stock of housing that is affordable is a recommendation from the ULI Hou sing report the BCC received earlier this year. This executive summary represents a continuation of this successful Owner -Occupied Rehabilitation program that is designed to assist income -eligible homeowners that own and occupy their home by providing necessary repairs to correct code violations or make emergency repairs that will impact their health, safety and welfare. The agreement with the existing subrecipient is nearing completion. Staff advertised a request for application cycle March 16, 2017 through April 6, 2017 to secure a non- profit organization to implement the Owner-Occupied Rehabilitation program. No applications were received in response to this solicitation, despite wide notification and several inquiries. Since there were no responses, staff did maintain an open application cycle and subsequently was contacted by two not- profits interested in participating, Habitat for Humanity of Collier County, Inc. and Rural Neighborhoods, Inc. On May 26, 2017, a conditional award letter was issued to each subrecipient. The Subrecipient Agreements provide for an Owner-Occupied Rehabilitation program to be administered by Habitat for Humanity of Collier County, Inc. and Rural Neighborhoods, Inc. The subrecipients will carry out the housing rehabilitation contract management and inspection of the Owner-Occupied Rehabilitation Program and shall perform technical and administrative work involving the repair and renovation of residential properties in the program. The subrecipients will establish a contractual relationship with the homeowner and the selected contractor to ensure all parties are aware of the program and deliverable requirements. The program will continue to have an independent professional review of all work write-ups, inspections, quotations, etc. to ensure best value and only necessary repairs are made. There will be an agreement between Collier County and the homeowner through a promissory note and mortgage loan at the maximum allowed that will define the terms of the mortgage and promissor y note, and will be recorded in the public records before any work commences on the homeowner’s unit. A modification will be done at the completion of the rehabilitation of the unit to reflect the actual rehabilitation cost expended. 16.D.11 Packet Pg. 1070 06/27/2017 The proposed subrecipient agreement with Habitat for Humanity, Inc. allows for funding from the fiscal years as follows: Fiscal Year Maximum Project Delivery Rehab Fund Total 2014-2015 $14,000 $126,000 $140,000 2015-2016 $20,378 $183,396 $203,774 2016-2017 $55,623 $500,603 $556,226 The proposed subrecipient agreement with Rural Neighborhoods, Inc. allows for funding from the fiscal years as follows: Fiscal YearMaxim um Project DeliveryReh ab FundTotal 2014-2015 $14,000 $126,000 $140,000 2015-2016 $20,000 $180,000 $200,000 2016-2017 $26,000 $234,000 $260,000 SHIP Expenditure Extension Acceptance: Collier County was allocated a total of $1,641,330 from State Fiscal Year 2014-2015 funding and has generated $455,461.89 of program income. The funds are used to implement SHIP program strategies outlined in the 2013-2016 LHAP. Terms of the grant include a requirement to expend seventy-five percent of the funds on construction projects, to include new construction or rehabilitation of existing properties, and a requirement to expend all funds within a three-year timeframe. On May 31, 2017 Collier County submitted a request for an extension to the grantor agency, Florida Housing Financing Corporation, and received approval for a nine month extension to expend the FY 2014-2015 funds. Commitment of the funds outlined in this summary supports the approval of the extension. FISCAL IMPACT: The proposed action described in this executive summary has no new fiscal impact. The funding source for the grant is the Florida Housing Finance Corporation. Funds are budgeted within SHIP Grant Fund 791, Project 33331, 33429, 33467. LEGAL CONSIDERATIONS: This item has been approved for form and legality and requires a majority vote for Board approval. - JAB GROWTH MANAGEMENT IMPACT: Acceptance of these agreements will allow the County to expand affordable housing opportunities for its citizens and further the goals of the Housing Element of the Collier County Growth Management Plan. RECOMMENDATION: To approve and authorize the Chairman to sign a SHIP Subrecipient Agreement with Rural Neighborhoods, Inc. and Habitat for Humanity, Inc., and accept an extension for the FY 14-15 allocation granted by the Florida Housing Financing Corporation. Prepared By: Kristi Sonntag, Manager Federal/State Grants, Community and Human Services 16.D.11 Packet Pg. 1071 06/27/2017 ATTACHMENT(S) 1. FW SHIP expenditure extension request (MSG) 2. SHIP Agreement with Habitat for Humanity (PDF) 3. SHIP Rural Neighborhoods Agreement (PDF) 16.D.11 Packet Pg. 1072 06/27/2017 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.11 Doc ID: 3302 Item Summary: Recommendation to approve two State Housing Initiative Partnership (SHIP) Subrecipient Agreements, one with Rural Neighborhoods, Inc in the amount of $600,000 and one with Habitat for Humanity of Collier County, Inc. in the amount of $900,000, each for the administration of an Owner-Occupied Rehabilitation Program; and accept a spending extension for FY 14-15 allocation granted by the Florida Housing Financing Corporation. Meeting Date: 06/27/2017 Prepared by: Title: Manager - Federal/State Grants Operation – Community & Human Services Name: Kristi Sonntag 06/12/2017 10:24 AM Submitted by: Title: Division Director - Cmnty & Human Svc – Public Services Department Name: Kimberley Grant 06/12/2017 10:24 AM Approved By: Review: Public Services Department Kimberley Grant Additional Reviewer Completed 06/14/2017 5:52 PM Public Services Department Joshua Hammond Additional Reviewer Completed 06/15/2017 7:45 AM Public Services Department Sean Callahan Additional Reviewer Completed 06/15/2017 7:47 AM Community & Human Services Leslie Davis Additional Reviewer Completed 06/15/2017 8:49 AM Community & Human Services Maggie Lopez Additional Reviewer Completed 06/15/2017 9:02 AM Public Services Department Hailey Margarita Alonso Level 1 Division Reviewer Completed 06/15/2017 9:25 AM County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 06/15/2017 1:55 PM Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 06/16/2017 3:59 PM Grants Erica Robinson Level 2 Grants Review Completed 06/21/2017 8:39 AM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 06/21/2017 9:12 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/21/2017 9:15 AM Grants Therese Stanley Additional Reviewer Completed 06/21/2017 10:38 AM Budget and Management Office Ed Finn Additional Reviewer Completed 06/21/2017 2:38 PM County Manager's Office Leo E. Ochs Level 4 County Manager Review Completed 06/21/2017 3:23 PM Board of County Commissioners MaryJo Brock Meeting Pending 06/27/2017 9:00 AM 16.D.11 Packet Pg. 1073 1 PriceLen Subject:FW: SHIP expenditure extension request Thank You, Kristi Sonntag Collier County Government Manager Federal/State Grants 3339 East Tamiami Trail Bldg H Suite 211 Naples Florida 34112 239-252-2486 FAX 239-252-6703 From:GrantKimberley Sent:Tuesday, June 20, 2017 11:29 AM To:SonntagKristi <KristiSonntag@colliergov.net>; LopezMaggie <MaggieLopez@colliergov.net>; RobinsonErica <EricaRobinson@colliergov.net>; StanleyTherese <ThereseStanley@colliergov.net> Subject:Fwd: SHIP expenditure extension request All, Please see official approval below for our requested extension. Thank you. Kim Sent from my iPhone Begin forwarded message: From:Robert Dearduff <Robert.Dearduff@floridahousing.org> Date:June 20, 2017 at 11:26:13 AM EDT To:GrantKimberley <KimberleyGrant@colliergov.net> Subject:RE: SHIP expenditure extension request Confirmed -----Original Message----- From: GrantKimberley [mailto:KimberleyGrant@colliergov.net] Sent: Tuesday, June 20, 2017 11:22 AM To: Robert Dearduff <Robert.Dearduff@floridahousing.org> Subject: SHIP expenditure extension request Rob, 16.D.11.a Packet Pg. 1074 Attachment: FW SHIP expenditure extension request (3302 : SHIP Owner Occupied Rehabilitation Subrecipient Agreements) 2 Can you please confirm your approval to extend Collier County's FY 14/15 expenditure date by nine months to March 31, 2018? Thank you. Kim Grant Collier County Sent from my iPhone ________________________________ 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. 16.D.11.a Packet Pg. 1075 Attachment: FW SHIP expenditure extension request (3302 : SHIP Owner Occupied Rehabilitation Subrecipient Agreements) 16.D.11.b Packet Pg. 1076 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1077 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1078 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1079 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1080 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1081 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1082 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1083 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1084 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1085 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1086 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1087 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1088 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1089 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1090 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1091 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1092 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1093 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1094 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1095 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1096 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1097 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1098 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1099 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1100 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1101 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1102 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1103 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.b Packet Pg. 1104 Attachment: SHIP Agreement with Habitat for Humanity (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1105 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1106 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1107 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1108 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1109 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1110 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1111 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1112 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1113 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1114 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1115 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1116 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1117 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1118 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1119 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1120 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1121 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1122 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1123 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation 16.D.11.c Packet Pg. 1124 Attachment: SHIP Rural 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16.D.11.c Packet Pg. 1133 Attachment: SHIP Rural Neighborhoods Agreement (3302 : SHIP Owner Occupied Rehabilitation