Agenda 02/13/2018 Item #16D 802/13/2018
EXECUTIVE SUMMARY
Recommendation to approve ten (10) Satisfactions of Mortgage in the combined amount of
$184,624.49 of owner-occupied dwelling units that have satisfied the terms of their affordability
period or for the death of one of the owners.
OBJECTIVE: To support the affordability of housing in Collier County through Community
Development Block Grant (CDBG) and Home Investment Partnership Program (HOME) for down
payment and emergency repair and rehabilitation assistance programs.
CONSIDERATIONS: Collier County offers assistance to individuals to make repairs to owner-
occupied housing units through federal grants, such as CDBG. The county imposed an affordability
period based on the funds expended in conformance with the requirements of HOME, contained in 24
CFR 92.254, homebuyers and or homeowners receiving grant funds not exceeding $15,000 must meet
affordability requirements for five (5) years and homeowners receiving grant funds from $15,000 to
$40,000 must meet affordability requirements for ten (10) years.
If the property is occupied as the principal residence during the initial five (5) year or ten (10) year period,
the assistance provided is forgiven. The following table details clients who have fulfilled the obligation of
the CDBG/HOME Single Family Rehab assistance provided and are entitled to a satisfaction of mortgage.
Grant Type of
Assistance
Name(s) OR Book
/Page
Mortgage
Date
Forgiveness
date
Amount of
Assistance
CDBG Residential
Rehabilitation
Bekich,
Barbara
4304/1006 11/02/07 11/02/17 $ 16,888.83
CDBG Residential
Rehabilitation
Estrada,
Juanita
4301/0282 05/31/07 05/31/17 $ 19,085
HOME Residential
Rehabilitation
Dennis, Isaac 4321/2294 11/07/07 11/07/17 $ 17,302.66
HOME Residential
Rehabilitation
Fegueroa,
Shirley
4213/2127 03/30/07 03/30/17 $ 15,000
HOME Residential
Rehabilitation
Foster, Gloria
Wilson
4226/0938 04/30/07 04/30/17 $ 15,000
HOME Residential
Rehabilitation
Hall, Susie
Mae
4277/4101 08/22/07 08/22/17 $ 15,000
HOME Residential
Rehabilitation
Rivera, Ana M
& Gilbert *
4304/0999
4328/1459
11/02/07 11/02/17 $ 15,000
HOME Residential
Rehabilitation
Stevens,
Lewis
4291/3013 09/28/07 09/28/17 $ 21,568
HOME Residential
Rehabilitation
Trevino,
Maria & Luis
4269/1393 06/14/07 06/14/17 $ 16,163
HOME Residential
Rehabilitation
Vidaurri,
Ludivinia &
Blaz Rangel
4283/210 07/17/07 07/17/17 $ 33,617
Total $184,624.49
*Mortgage re-recorded to correct legal description
Approval of these items will authorize the Chairman to sign the aforementioned satisfaction of mortgage,
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and the executed documents shall be recorded in the Public Records of Collier County, Florida.
FISCAL IMPACT: There is no fiscal impact since there is no recapture of funds; these grant funds are
forgivable upon satisfaction of the affordability period. The $86.50 Recording fee required to release the
mortgages will be paid from CDBG Fund 33534 or HOME Fund 33535
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. -JAB
STAFF RECOMMENDATION: To approve and authorize the Chairman to sign ten (10) satisfactions
of mortgage for owner-occupied dwelling units that have satisfied the terms of assistance provided or for
the death of the owner.
Prepared By: Wendy Klopf, Operations Coordinator, Community & Human Services Division
ATTACHMENT(S)
1. CDBG Mortgages (PDF)
2. Satisfaction of Mortgage CDBG HOME w CAO stamp (PDF)
3. HOME Mortgages (PDF)
4. Homestead Verifications CDBG-HOME Affordability period complete (PDF)
5. Release of Lien for Term (XLSX)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.8
Doc ID: 4602
Item Summary: Recommendation to approve ten (10) Satisfactions of Mortgage in the combined
amount of $184,624.49 of owner-occupied dwelling units that have satisfied the terms of their
affordability period or for the death of one of the owners.
Meeting Date: 02/13/2018
Prepared by:
Title: Operations Coordinator – Community & Human Services
Name: Wendy Klopf
01/17/2018 10:04 AM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
01/17/2018 10:04 AM
Approved By:
Review:
Public Services Department Kimberley Grant Additional Reviewer Completed 01/22/2018 8:28 AM
Community & Human Services Leslie Davis Additional Reviewer Completed 01/22/2018 1:42 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 01/23/2018 8:23 AM
Community & Human Services Kristi Sonntag Additional Reviewer Completed 01/24/2018 11:43 AM
Community & Human Services Jose Alvarado Additional Reviewer Completed 01/24/2018 2:04 PM
Operations & Veteran Services Sean Callahan Additional Reviewer Completed 01/24/2018 4:09 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 01/25/2018 9:31 AM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 01/25/2018 9:59 AM
Grants Erica Robinson Level 2 Grants Review Completed 01/25/2018 10:15 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 01/25/2018 11:03 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 01/25/2018 4:20 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 01/26/2018 1:52 PM
Grants Therese Stanley Additional Reviewer Completed 02/02/2018 10:00 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 02/03/2018 6:56 PM
Board of County Commissioners MaryJo Brock Meeting Pending 02/13/2018 9:00 AM
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Packet Pg. 780 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 781 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 782 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 783 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 784 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 785 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 786 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 787 Attachment: CDBG Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 788 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 789 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 790 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 791 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 792 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 793 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 794 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 795 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 796 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 797 Attachment: Satisfaction of Mortgage CDBG HOME w CAO stamp (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 798 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 799 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 800 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 801 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 802 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 803 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 804 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 805 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 806 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 807 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 808 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 809 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
08/22/2007
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Packet Pg. 810 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 811 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 812 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 813 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 814 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 815 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 816 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 817 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 818 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 819 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 820 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 821 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 822 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 823 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 824 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 825 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 826 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 827 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 828 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 829 Attachment: HOME Mortgages (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 830 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 831 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 832 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 833 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 834 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 835 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 836 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 837 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 838 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
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Packet Pg. 839 Attachment: Homestead Verifications CDBG-HOME Affordability period complete (4602 : Release for Term CDBG-HOME SFR)
Hmstd File #Folio#Client Name Address
Mortgage
Date Recorded date OR/PG Period Release Date Mtg Amount
CDBG
YES CD-06/07-004 36301200007 Bekich, Barbara 2116 52nd Ter SW 11/02/07 11/19/07 4304/1006 10 yr 11/02/17 16,888.83$
YES CD-06/07-001 53503640008 Estrada, Juanita 5118 Deer Run Rd 05/31/07 11/08/07 4301/0282 10yr 05/31/17 19,085.00$
Total CDBG 35,973.83$
HOME
YES HM 07-08-002 65171000000 Dennis, Isaac 709 Breezewood Immokalee 34142 11/07/07 01/16/08 4321/2294 10 yr 11/07/17 17,302.66$
YES HM 06-07-006 73180720208 Fegueroa, Shirley 624 Clifton Immokalee 34142 03/30/07 04/13/07 4213/2127 10 yr 03/30/17 15,000.00$
YES HM 05-06-006 65074120003 Foster, Gloria Wilson 508 Doak Immokalee, Fl 34142 04/30/07 05/08/07 4226/0938 10 yr 04/30/17 15,000.00$
YES HM 04-05-009 56403160009 Hall, Susie Mae 412 Fahrney St, Immokalee, Fl 34142 08/22/07 09/04/07 4277/4101 10 yr 08/22/17 15,000.00$
YES HM 06-07-013 70921534106 Rivera, Gilbert & Ana M 617 6th Ave Circle, Immokalee 34142 11/02/07 11/19/07 4304/0999
4328/1459 10 yr 11/02/17 15,000.00$
YES HM 05-06-029 69811360006 Stevens, Lewis 118 Rookery Road Naples, Fl 34114 09/28/07 10/11/07 4291/3013 10 yr 09/28/17 21,568.00$
YES HM 06-07-005 64920640007 Trevino, Luis & Maria 915 Pine St Immok 34142 06/14/07 08/10/07 4269/1393 10 yr 06/14/17 16,163.00$
YES HM 04-05-0021 #00063082751 Vidaurri, Ludivinia & Blaz
Rangel 1001 Raulerson Rd Immokalee 34142 07/17/07 09/19/07 4283/210 10 yr 09/19/17 33,617.00$
Total HOME 148,650.66$
Total 184,624.49$
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Packet Pg. 840 Attachment: Release of Lien for Term (4602 : Release for Term CDBG-HOME SFR)