Backup Documents 09/26/2017 Item #16D 8 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO REi 6 D Q
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATU VV
Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office
at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later
than Monday preceding the Board meeting.
**NEW** ROUTING SLIP
Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or.iufoatnation needed. If the document is already complete with the
exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office.
Route to Addressee(s) (List in routing order) Office Initials Date
1. Lisa N. Can Community and Human LNC 9/20/17
Services
2. County Attorney Office County Attorney Office a\2S\()
3. BCC Office Board of County
Commissioners 7 j� ' ‘\2-..-\\‘-‘
4. Minutes and Records Clerk of Court's Office �s (31 /a r,q 31cT
PRIMARY CONTACT INFORMATION
Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the
addressees above,may need to contact staff for additional or missing information.
Name of Primary Staff Lisa N. Carr,Grant Coordinator, Phone Number 239-252-2339
Contact/ Department Community and Human Services
Agenda Date Item was September 26,2017 !o k / Agenda Item Number -6 - 7
Approved by the BCC \km-b_"Z, V
Type of Document SHIP Annual Report and Local Housing Number of Original 2
Attached Incentives Certification Documents Attached
PO number or account
number if document is N/A
to be recorded
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not
appropriate. (Initial) Applicable)
I. Does the document require the chairm 's original s' nature? / LNC
2. Does the document need to be sent to another agency for additional signatures? If yes, LNC
provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet.
3. Original document has been signed/initialed for legal sufficiency. (All documents to be LNC
signed by the Chairman,with the exception of most letters,must be reviewed and signed
by the Office of the County Attorney.
4. All handwritten strike-through and revisions have been initialed by the County Attorney's LNC
Office and all other parties except the BCC Chairman and the Clerk to the Board
5. The Chairman's signature line date has been entered as the date of BCC approval of the LNC
document or the final negotiated contract date whichever is applicable.
6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's LNC
signature and initials are required.
7. In most cases(some contracts are an exception),the original document and this routing slip LNC
should be provided to the County Attorney Office at the time the item is input into SIRE.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware ofyour deadlines!
8. The document was approved by the BCC on 09/26/17 and all changes made during N/A.1s hot
the meeting have been incorporated in the attached document. The County an option for
Attorney's Office has reviewed the changes,if applicable. tis line,.
9. Initials of attorney verifying that the attached document is the version approved by the f• is.not
BCC, all changes directed by the BCC have been made,and the document is ready for e ,ption for
Chairman's signature.� ,F1i6e=
I:Forms/County Forms/BCC Forms/Original Documents Routing Slip WWS Original 9.03.04,Revised 1.26.05,Revised 2.24.05;Revised 11/30/12
1 6 08
MEMORANDUM
Date: October 2, 2017
To: Lisa Carr, Grants Coordinator
Housing, Human & Veteran Services
From: Ann Jennejohn, Deputy Clerk
Minutes & Records Department
Re: The State Housing Initiatives Partnership Annual Reports and
Local Housing Incentive Certification for interim Fiscal Years
2014/2015, 2016/2017 and 2017/2018
Attached for your records is an original copy of the document referenced above,
(Item #16D8) approved by the Board of County Commissioners September 26, 2017.
The second original will be kept with the Board's records within in the Minutes &
Records Department.
If you have any questions please call me at 252-8406.
Thank you
Attachment
1608
State Housing Initiatives Partnership (SHIP) Program
Annual Report and Local Housing Incentives Certification
On Behalf of Collier County (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 year 2014-2015 and interim years 2016-2017 and 2017-2018
2. The local housing incentives or local housing incentive plan have been implemented or are in the
process of being implemented. Including,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$ 0.00
4. The cumulative cost per rehabilitated housing per housing unit,from these actions is estimated to be
$ 0.00
Staff Member responsible for submitting annual report to FHFC: Lisa N. Carr
N/A 9/2.&l
Witness Signature Date Penny Taylor, airman Date
Witness Printed Name Chief Elected Official or Designee Printed Name
14A-
Witness Signature Date Approved as to form and legality
Assistant County ' ancY C„
Witness Printed Name s
ca
or
ATTEST(Seal)
ATt'ty f j[
Signature Date •
DWIGHTE"8 .Cg{C
( led
:
fff
sir
420.9075(10) Each county or eligible municipality shall submit to the corporation by September 1"9'of each year a report of
its affordable housing programs and accomplishments through June 30 immediately preceding submittal of the report.The
report shall be certified as accurate and complete by the local government's chief elected official or his or her designee.
Transmittal of the annual report by a county's or eligible municipality's chief elected official,or his or her designee,certifies
that the local housing incentive strategies,or,if applicable,the local housing incentive plan,have been implemented or are in
the process of being implemented pursuant to the adopted schedule for implementation. (t;r1t
Form SHIP AR/2009
67-37.008(3)(1F.A.�,. El
8
Effective Date. 1/
Title: SHIP Annual Report Report Status: Unsubmitted
Collier County/Naples FY 2014/2015 Closeout
Form 1
Page 1
1 608
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
2 Purchase Assistance w/o $1,080,000.00 36 $72,558.54 4
3 Owner Occupied Rehab $106,273.60 5 $407,651.40 13
Homeownership Totals: $1,186,273.60 41 $480,209.94 17
Rentals
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
12 Rental Acquisition $245,475.95 2
Rental Totals: $245,475.95 2
Subtotals: $1,431,749.55 43 $480,209.94 17
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $164,133.30
Homeownership Counseling
Admin From Program Income $22,773.09
Admin From Disaster Funds
$1,618,655.94 43 $480,209.94
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Source of Funds Amount
State Annual Distribution $1,641,333.00
Program Income (Interest) $14,218.36
Program Income (Payments) $441,243.53
Recaptured Funds
Disaster Funds
Other Funds
Carryover funds from previous year $2,070.99
Total: $2,098,865.88
* Carry Forward to Next Year: $.00
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
Form 2
Page 2
Form.0SH/Ala( 8
67-37.00
Effective Date: 11/2009 '
Rental Unit Information
Description Eff. 1 Bed 2 Bed 3 Bed 4 Bed
2345 Hunter Blvd. 595
v The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date % of Total Value
SHIP Funds Expended $1,431,749.55 20.68%
Public Moneys Expended $133,084.44 1.92%
Private Funds Expended $5,205,708.00 75.18%
Owner Contribution $153,771.12 2.22%
Total Value of All Units $6,924,313.11 100.00%
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds % of Trust Fund Minimum%
Homeownership $1,186,273.60 $1,641,333.00 72.28% 65%
Construction / Rehabilitation $886,273.60 $1,641,333.00 54.00% 75%
Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available
Funds% *
Extremely Low $314,668.45 $98,550.47 $413,218.92 19.69%
Very Low $150,000.00 $216,252.25 $366,252.25 17.45%
Low $725,800.40 $165,407.22 $891,207.62 42.46%
Moderate $241,280.70 $241,280.70 11.50%
Over 120%-140% $.00 .00%
Totals: $1,431,749.55 $480,209.94 $.00 $1,911,959.49 91.09%
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total#
Mortgages, Loans & SHIP Grants Grant Funds Units
-= Loans & DPL's DPL Unit#s Unit#s Expended
1,i,.
Extremely Low $69,192.50 2 $245,475.95 2 $314,668.45 4
Very Low $150,000.00 3 $150,000.00 3
Low $725,800.40 25 $725,800.40 25
Moderate $241,280.70 11 $241,280.70 11
Totals: $1,186,273.60 41 $245,475.95 2 $1,431,749.55 43
Page 3
Form SHIP AR/2009
67-37.008(3, F .08
Effective Dat 11
Form 3 •
Number of Households/Units Produced
List Unincorporated
and Each
Strategy Municipality ELI VLI Low Mod Total
Purchase Assistance Collier County 1 3 22 10 36
Owner Occupied Collier County 1 3 1 5
Rehab
Rental Acqusition Collier County 2 2
Totals: 4 3 25 11 43
Characteristics/Age (Head of Household)
List Unincorporated
and Each
Description Municipality 0-25 26-40 4161 62+ Total
Purchase Assistance Collier County 3 13 20 36
Owner Occupied Collier County 3 2 5
Rehab
Rental Acqusition Collier County 1 1 2
Totals: 3 14 24 2 43
Family Size
List Unincorporated
and Each 1 2-4 5+
Description Municipality Person People People Total
Purchase Assistance Collier County 3 21 12 36
Owner Occupied Collier County 1 4 5
Rehab
Rental Acqusition Collier County 2 2
Totals: 6 25 12 43
Race (Head of Household)
List Unincorporated
and Each Hisp- Amer_
Description Municipality White Black anic Asian Indian Other Total
Purchase Assistance Collier County 8 5 23 36
Owner Occupied Collier County 4 1 5
Rehab
Rental Acqusition Collier County 1 1 2
Totals: 13 6 24 43
Demographics (Any Member of Household)
List Unincorporated Devel.
and Each Farm Di-a.. Home-
Description Municipality Worker abled less Elderly Other Other Total
Purchase Assistance Collier County 2 1 1 4
Page 4
Form SHIP04 D 8
67-37.008(3) ,F.A.C.
Effective Date: 11/2009
Owner Occupied Collier County 2 1 3
Rehab
Rental Acqusition Collier County 2 2
Totals: 2 1 2 2 2 9
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Special Target Total#of
Description Group Expended Funds Expended Units
Weston, Sundai Teacher $25,000.00 $1.00
McQuade, Ryan Teacher $25,000.00 $1.00
Ana Bravo Teacher's Aide $35,000.00 $1.00
Fortune, Guiseline School Board $35,000.00 $1.00
Employee
Form 4
Status of Incentive Strategies
Incentive Strategy:
A. Incentive: Expedited Permitting-The processing of approvals of development order or permits, as defined in
Sec. 163.3164(7) and (8), F.S. for affordable housing projects is expedited to a greater degree than other
projects.
B. Incentive: Land Bank Inventory-The preparation of a printed inventory of locally owned public lands suitable
for affordable housing.
C. Incentive: Density Flexibility-The allowance of flexibility in densities for affordable housing.
D. Ongoing Review of local regulation contributing to cost increases.
Adopting Ordinance or Resolution Number or identify local policy:
A. Collier County Resolution No. 2005-48 adopted, speeds the rezone, approval, and permitting of developments
for affordable housing.
B. Resolution No. 2017-112, 6/27/17
C. An Affordable Housing Density Bonus Agreement must be entered into and approved by the Board of County
Commissioners as provided for in the Collier County Land Development Code Section 2.06.00.
D: Resolution No. 2005-49
Implementation Schedule (Date):
All incentives have been fully implemented.
Has the plan or strategy been implemented? If no, describe the steps that will be taken to implement the plan:
All incentives have been fully implemented.
Status of Strategy- (is the strategy functioning as intended, i.e. are the time frames being met, etc.):
All incentives have been fully implemented.
Support Services
N/A
Other Accomplishments
Page 5
Form SHIP ARIZC11 096 08
•
67-37.008(3)(f),F.A.C.
Effective Date: 11/2009
N/A
Availability for Public Inspection and Comments
The Annual Report is presented to the Collier County Board of County Commissioner's at an advertised public
meeting.
Homeownership Default & Foreclosure
Mortgage Foreclosures
A. Very low income households in foreclosure: 0
B. Low income households in foreclosure: 1
C. Moderate households in foreclosure: 0
Foreclosed Loans Life-to-date: 14
SHIP Program Foreclosure Percentage Rate Life to Date: 1.8
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: 12
SHIP Program Default Percentage Rate Life to Date: .92
Welfare to Work Programs
N/A
Strategies and Production Costs
Strategy Average Cost
Purchase Assistance $30,000.00
Owner Occupied Rehab $21,254.72
Rental Acquisition $245,475.95
Expended Funds
Total Unit Count: 43 Total Expended Amount: $1,431,750.00
Strategy Full Name Address City, Zip Expended Unit
Code �`_`�: Funds Counted
Purchase Alcazar, Zenia 2959 2nd Avenue NE Naples 34120 $30,000.00
Assistance w/o
Purchase Alpuin, Eliezer 3225 52nd Ave Naples 34120 $30,000.00
Assistance w/o Perez
Purchase Nava, Gerardo 4736 22nd Avenue Naples 34117 $30,000.00
Assistance w/o SE
Purchase Weston, 2831 2nd Street SW Naples 34120 $25,000.00
Assistance w/o Sundai
Purchase Matos, Dennis 3421 Golden Gate Naples 34120 $20,000.00
Assistance w/o Blvd E
Page 6
•
16138
Form SHIP AR/2009 •
67-37.008(3)(f),F.A.C.
Effective Date: 11/2009
Purchase Paredes, Jose 7811 Regal Heron Naples 34104 $20,000.00
Assistance w/o Cir
Purchase Rojas, Rivelino 5325 Confederate Dr Naples 34113 $30,000.00
Assistance w/o
Purchase Victores, Ismil 2663 32nd Ave SE Naples 34117 $30,000.00 n
Assistance w/o
Purchase Perez, Lisette 3756 66th Ave NE Naples 34120 $30,000.00
Assistance w/o
Purchase Martinez/Solor 436 Carver St Immokalee 34142 $20,000.00
Assistance w/o anzano
Purchase Grant, Paul 2940 35th Ave NE, Naples 34120 $20,000.00 n
Assistance w/o
Purchase Hogue, Hillary 5412 20th Place SW Naples 34116 $30,000.00 n
Assistance w/o
Purchase McQuade, 4160 Looking Glass Naples 34112 $25,000.00 ❑
Assistance w/o Ryan Drive, Unit 3916
Purchase Di Rienzo, 1949 Anderson Lane Naples 34120 $50,000.00
Assistance w/o Leonardo
Purchase Evans, Darrell 1965 Anderson Lane Naples 34120 $30,000.00 n
Assistance w/o
Purchase Mireles, Juan 1945 Anderson Lane Naples 34120 $30,000.00 n
Assistance w/o
Purchase Lopez, Juan 1896 Frey Court Naples 34120 $30,000.00 n
Assistance w/o
Purchase Monroy, Mayra 1929 Anderson Lane Naples 34120 $30,000.00 n
Assistance w/o
Purchase Wilbert& 1872 Frey Court Naples 34120 $50,000.00 ❑
Assistance w/o Ncamsile
Purchase Charles, Marie 3804 Justice Circle Immokalee 34142 $50,000.00
Assistance w/o
Purchase Mandujano, 1341 Durso Court Immokalee 34142 $50,000.00
Assistance w/o Aguilar
Purchase Solis Juviel, 2349 41st Street SW Naples 34116 $30,000.00
Assistance w/o Rogilio
Purchase Baker, Tara 1842 Frey Court Naples 34120 $30,000.00
Assistance w/o Lee
Purchase Morrison, Julia 232 Pebble Beach Naples 34113 $30,000.00
Assistance w/o Circle
Purchase Cabrera, 1830 Frey Court Naples 34120 $30,000.00 n
Assistance w/o Aleido&
Camacho,
Osmary
Purchase Deplanty, Kely 1846 Frey Court Naples 34120 $30,000.00 n
Assistance w/o
Purchase Siemienska, 1823 Frey Court Naples 34120 $30,000.00 n
Assistance w/o Meghan
Purchase Madera 1834 Frey Court Naples 34120 $30,000.00
Assistance w/o Barroso,
Dianelys
Purchase Baptiste, 1831 Frey Court Naples 34120 $30,000.00 ❑
Assistance w/o Chantal
Page 7
1 6 08
Form SHIP AR/2009 .
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
Purchase Rodriguez, 1924 Anderson Lane Naples 34120 $35,000.00 ( I
Assistance w/o Carlos &
Bravo, Ana
Purchase Cano, Beatriz 4318 27th Court SW, Naples 34116 $20,000.00 P1
Assistance w/o #201
Purchase Martinez, Ariel 2127 55th Street SW Naples 34116 $20,000.00
Assistance w/o & Cuellar,
Yarisleidy
Purchase Malaga, Jose 2930 27th Ave NE Naples 34120 $20,000.00
Assistance w/o & Patricia
Purchase Palma, Jesus 3344 Malaga Way Naples 34105 $20,000.00
Assistance w/o & Mayra
Purchase Garza, Pilar& 2532 62nd Avenue Naples 34120 $30,000.00
Assistance w/o Islelda, de NE
Garza
Purchase Brumaire, Fritz 2562 58th Avenue Naples 34120 $35,000.00
Assistance w/o & Fortune, NE
Guiseline
Owner Occupied Chacon, Arturo 708 Habitat Center Naples 34142 $19,192.50 n
Rehab
Owner Occupied Ariansen, 268 Countryside Naples 34104 $31,280.70
Rehab Arnold Drive
Owner Occupied Moberg, Glen 3279 Boca Ciega Dr Naples 34112 $14,554.00 n
Rehab
Owner Occupied Pasler, Mary 536 Landmark Drive Naples 34112 $22,762.00
Rehab
Owner Occupied Brown, 14654 Apalachee Naples 34114 $18,484.40
Rehab Margaret Street
Rental Acquisition Jerome, Marie 2345 Hunter Naples 34116 $122,737.98
Boulevard Unit A
Rental Acquisition Walker, Willie 2346 Hunter Naples 34116 $122,737.97
Boulevard Unit B
Administrative Expenditures
Page 8
Form SHIP/26 1
67-37.008( F. C.
Effective Date 11/2009
REGULAR SALARIES 124,955.26
ER 457 93.81
OTHER SALARIES AND W 3,793.79
SOCIAL SECURITY MATC 9,627.99
RETIREMENT REGULAR 9,767.57
OTHER CONTRACTUAL SE 8,783.28
TRASH AND GARBAGE 163.55
OFFICE SUPPLIES GEN 2,467.37
FLEET MAINT ISF 152.53
FLEET MAINT PARTS 55.16
FLEET NON MAINT 32.48
FUEL AND LUB ISF 266.88
CREDIT REPORTS 813.64
TRAVEL PROF DEV 6,311.29
ELECTRICITY 20.33
MAINTENANCE LANDSC 337.90
CLERKS RECORDING FEE 1,351.00
MINOR OPERATING EQU 81.61
LEGAL ADVERTISING 511.92
POST FREIGHT UPS 165.29
OVERTIME 4,395.38
OTHER PROFESSIONAL 125.00
TERMINATION PAY 2,100.85
PERSONAL SAFETY EQU 6.48
OTHER TRAINING EDUCA 1,700.00
REGISTRATION FEES 395.00
ALLOWANCES MOVING 652.41
OTHER CONTRACTUAL SE 4,966.66
MOTOR POOL RENTAL 74.11
COMPUTER SOFTWARE 1,406.67
ELECTRICITY 41.18
MAINTENANCE LANDSC 66.50
INTERDEPT PAYMENT 1,379.94
WATER AND SEWER (156.44)
Sub Recipients and Consultants
Name Business Type Strategy Covered Responsibility Amount
Community Assisted and Non-Profit Owner Occupied Rehab Partial Strategy $93,348.60
Supported Living Implementation
Centro Campesino Non-Profit Owner Occupied Rehab Partial Strategy $12,925.00
Implementation
Community Assisted and Non-Profit Rental Acquisition Full Strategy $245,475.95
Supported Living Implementation
Alpha 1 Staffing Search Staffing Agency Administration Consulting $6,777.94
Firm
Florida Housing Coalition Non-Profit Administration Consulting/Trainin $6,299.99
g
Program Income
Program Income Funds
Loan Repayment: $441,243.53
Refinance:
Foreclosure:
Sale of Property:
Page 9
Form SHIP /2F. 08
67-37.008(3 C.
Effective Date: 11/2009
Interest Earned: $14,218.36
Other 0:
Total: $455,461.89
Explanation of Recaptured funds
Description Amount
Total: $.00
Rental Developments
Development Owner Address City Zip SHIP Amount SHIP Compliance Additional
Name Code Units Monitored By Notes
Collier County/Naples 2014 Closeout
Single Family Area Purchase Price
The average area purchase price of single family units: 469,880.00
Or
Not Applicable
Form 5
Special Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
Expended Encumbered'
Codes) Strategies Amount Units Amount Units
2 Purchase Assistance w/o $140,000.00 5
Special Needs Category Breakdown by Strategy
`Expended .,Encumbered
Strategies Special Needs Category Amount Units`-, Amount ,. Units
(2) Purchase Assistance Person with Disabling $30,000.00 1
w/o Condition (not DD)
(2) Purchase Assistance Receiving Supplemental $30,000.00 1
w/o Security Income
(2) Purchase Assistance Developmental Disabilities $50,000.00 2
w/o
(2) Purchase Assistance YAFC (Youth aging out of $30,000.00 1
w/o Foster Care)
Provide a description of efforts to reduce homelessness:
With SHIP funds-the Rental Acquisition Strategy is administered by a sub recipient that deals mostly with Homeless
clients that have permanent disabilities.
Other assistance is provided through the HUD Emergency Solutions Grant.
Page 10
•
Form SHIP A0 13 8
67-37.008(3)( F.
Effective Date: 11/2009 •
LG Submitted Comments:
Page 11
Form SHIP1R/69 113 8
67-37.008(3)(f),F.A.C.
Effective Date: 11/2009
Title: SHIP Annual Report Report Status: Unsubmitted
Collier County/Naples FY 2015/2016 Interim-1
Form 1
Page 1
Form SHIP/26 08
67-37.008(3)(f),F.A.C.
Effective Date: 11/2009
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
2 Purchase Assistance w/o $20,000.00 1 $595,000.91 21
3 Owner Occupied Rehab $524,774.00 10
Homeownership Totals: $20,000.00 1 $1,119,774.91 31
Rentals
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
12 Special Needs Rental $235,630.74 2
14 Rehab Rental $500,000.00 40
Rental Totals: $235,630.74 2 $500,000.00 40
Subtotals: $255,630.74 3 $1,619,774.91 71
Additional Use of Funds
Use Expended Encumbered
Administrative $166,012.40
Homeownership Counseling
Admin From Program Income $20,068.10
Admin From Disaster Funds
$441,711.24.,. $1,619,774.91
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Source of Funds Amount
State Annual Distribution $1,660,124.00
Program Income (Interest) $22,231.99
Program Income (Payments) $379,130.16
Recaptured Funds
Disaster Funds
Other Funds
Carryover funds from previous year $.00
Total: $2,061,486.15
*Carry Forward to Next Year: $.00
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
Form 2
Page 2
6 08
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
Rental Unit Information
Description Eff. 1 Bed 2 Bed 3 Bed 4 Bed
2184 55th Terrace SW 595
The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date %of Total Value
SHIP Funds Expended $255,630.74 51.40%
Public Moneys Expended .00%
Private Funds Expended $237,789.00 47.82%
Owner Contribution $3,869.26 .78%
Total Value of All Units $497,289.00 100.00%
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds %of Trust Fund Minimum%
Homeownership $20,000.00 $1,660,124.00 1.20% 65%
Construction /Rehabilitation $1,660,124.00 .00% 75%
Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available
Funds% *
Extremely Low $235,630.74 $391,277.73 $626,908.47 30.41%
Very Low $527,943.61 $527,943.61 25.61%
Low $529,610.17 $529,610.17 25.69%
Moderate $20,000.00 $170,943.40 $190,943.40 9.26%
Over 120%-140% $.00 .00%
Totals: $255,630.74 $1,619,774.91 $.00 $1,875,405.65 90.97%
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total#
Mortgages, Loans & SHIP Grants Grant Funds Units
Loans & DPL's DPL Unit#s Unit#s Expended
Extremely Low $235,630.74 2 $235,630.74 2
Very Low $.00 0
Low $.00 0
Moderate $20,000.00 1 $20,000.00 1
Totals: $20,000.00 0 $235,630.74 3 $255,630.74 3
Page 3
Form SHIT/69°
67-37.008(3)(f),F.A.C.
Effective Date: 11/2009
Form 3
Number of Households/Units Produced
List Unincorporated
and Each
Strategy Municipality ELI VLI Low Mod Total
Purchase Assistance Collier County 1 1
w/o
Special Needs Collier County 2 2
Rental
Totals: 2 1 3
Characteristics/Age (Head of Household)
List Unincorporated
and Each
Description Municipality 0 -25 26-40 41 -61 62+ Total
Purchase Assistance Collier County 1 1
w/o
Special Needs Collier County 2 2
Rental
Totals: 3 3
Family Size
List Unincorporated
and Each 1 2-4 5 +
Description Municipality Person People People Total
Purchase Assistance Collier County 1 1
w/o
Special Needs Collier County 2 2
Rental
Totals: 2 1 3
Race (Head of Household)
List Unincorporated
and Each Hisp- Amer-
Description Municipality White Black anic Asian Indian Other Total
Purchase Assistance Collier County 1 1
w/o
Special Needs Collier County 1 1 2
Rental
Totals: 1 1 1 3
Demographics (Any Member of Household)
List Unincorporated Devel.
and Each Farm Dis- Home-
Description Municipality Worker abled less Elderly Other Other Total
Purchase Assistance Collier County 0
w/o
Page 4
Fom
67-37 008( ), CQ 8
Effective Date: 11/2009
Special Needs Collier County 2 2
Rental
Totals: 2 2
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Special Target Total#of
Description Group Expended Funds Expended Units
Form 4
Expended Funds
$255,631.00
Strategy Full Name Address City Zip Expended Unit.
Code Funds Counted
Purchase Reidel, 2715 53rd Terrace Naples 34116 $20,000.00
Assistance w/o Serrano SW
Special Needs Michael, 2184 55th Terrace Naples 34116 $117,815.37
Rental Lindsey SW#B-1
Special Needs Santero, 2184 55th Terrace Naples 34116 $117,815.37 n
Rental Joseph SW#B-2
Collier County/Naples 2015 Interim-1
Form 5
Page 5
For
67- .0)(f�/ os
67- 00 // J
Effective Date: 11/2009
Special Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
Expended ` Encumbered
Code(s) Strategies Amount Units Amount Units
2 Purchase Assistance w/o
3 Owner Occupied Rehab
Special Needs Category Breakdown by Strategy
Expended Encumbered
Strategies Special Needs Category Amount Units Amount Units
Provide a description of efforts to reduce homelessness:
With SHIP funds-the Rental Acquisition Strategy is administered by a sub recipient that deals mostly with Homeless
clients, who are permanently disabled.
Other assistance is provided through the HUD Emergency Solutions Grant.
LG Submitted Comments:
Page 6
Form SHI A 2 8
67-37.00 )(f A.
Effective Date: 11/2009
Title: SHIP Annual Report Report Status: Unsubmitted
Collier County/Naples FY 2016/2017 Interim-2
Form 1
SHIP Distribution Summary
Homeownership
Expended_' Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
3 Owner Occupied Rehab - $816,226.00 15 $22,179.00
1
10 Construction Assistance $603,093.20 12
Homeownership Totals: $816,226.00 15 $625,272.20 13
Rentals
Expended EncumberedUnencumbered
Code Strategy Amount Units Amount Units Amount Units
12 Special Needs Rental $410,082.88 2
14 Rehab Rental $324,995.00 26
21 Rental Development $324,995.00 26
Rental Totals: $324,995.00 26 $735,077.88 28
Subtotals: $1,141,221.00 41 $1,360,350.08 41
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $65,149.17 $153,207.63
Homeownership Counseling $49,377.00
Admin From Program Income $27,062.15
Admin From Disaster Funds
$1,409 727 08 41
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Source of Funds, =Amount .,
State Annual Distribution $2,255,124.00
Program Income (Interest) $27,038.79
Program Income (Payments) $514,204.24
Recaptured Funds
Disaster Funds
Other Funds
Page 1
Forms A60 8
67-37.00 3)(f),F.
Effective Date: 11/2009 •
Carryover funds from previous year $.00 *Carry Forward to Next Year: $.00
Total: $2,796,367.03
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
Form 2
Page 2
Form SHIAiOIJ 8
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
Rental Unit Information
Description Eff. 1 Bed 2 Bed 3 Bed 4 Bed
The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date % of Total Value
SHIP Funds Expended
Public Moneys Expended NaN
Private Funds Expended NaN
Owner Contribution NaN
Total Value of All Units $.00 NaN
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds % of Trust Fund Minimum
Homeownership $2,205,747.00 .00% 65%
Construction / Rehabilitation $2,205,747.00 .00% 75%
Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available
Funds% *
Extremely Low $437,497.50 $362,948.08 $800,445.58 29.14%
Very Low $327,497.50 $291,392.09 $618,889.59 22.53%
Low $266,226.00 $542,009.91 $808,235.91 29.42%
Moderate $110,000.00 $164,000.00 $274,000.00 9.97%
Over 120%-140% $.00 .00%
Totals: $.00 $1,141,221.00 $1,360,350.08 $2,501,571.08 91.07%
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total#
Mortgages, Loans & SHIP Grants Grant Funds Units
Loans & DPL's DPL Unit#s Unit#s Expended
Extremely Low $.00 0
Very Low $.00 0
Low $.00 0
Moderate $.00 0
Totals: $.00 0 $.00 0 $.00 0
Page 3
Fol,S 6AD8
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
Form 3
Number of Households/Units Produced
List Unincorporated
and Each
Strategy Municipality ELI VLI Low Mod Total
Totals: 0
Characteristics/Age (Head of Household)
List Unincorporated
and Each
Description Municipality 0 -25 26 -40 41 -61 62+ Total
Totals: 0
Family Size
List Unincorporated
and Each 1 2-4 5 +
Description Municipality Person People People Total
Totals: 0
Race (Head of Household)
List Unincorporated
and Each Hisp- Amer-
Description Municipality White Black anic Asian Indian Other Total
Totals: 0
Demographics (Any Member of Household)
List Unincorporated Devel.
and Each Farm Dis- Home-
Description Municipality Worker abled less Elderly Other Other Total
Totals: 0
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Special Target Total #of
Description Group Expended Funds Expended Units
Form 4
Page 4
For H6DB
67-37.008(3)(f), F.A.C.
Effective Date. 11/2009
Expended Funds
Strategy Full Name Address City Zip Expended Unit
Code Funds Counted
Collier County/Naples 2016 Interim-2
Form 5
Special Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
Expended Encumbered
Code(s) Strategies Amount Units Amount Units
3 Owner Occupied Rehab
14 Rehab Rental
21 Rental Development
Special Needs Category Breakdown by Strategy
Expended Encumbered
Strategies Special Needs Category Amount Units Amount Units
Provide a description of efforts to reduce homelessness:
Assistance is provided through the HUD Emergency Solutions Grant.
Page 5
6
For HI RDE
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
LG Submitted Comments:
Page 6