Agenda 09/11/2018 Item #16D1009/11/2018
EXECUTIVE SUMMARY
Recommendation to approve the State Housing Initiatives Partnership (SHIP) Annual Reports and
Local Housing Incentive Certification for closeout Fiscal Year 2014/2015 and interim Fiscal Years
2015/2016, 2016/2017, and 2017/2018 to ensure compliance with program requirements.
OBJECTIVE: To comply with the SHIP Program annual report submission requirements.
CONSIDERATIONS: Section 420.9075(10), Florida Statutes requires participants in the SHIP Program
to submit an annual report signed by the county’s chief elected official, or his or her designee, to certify
that the local housing incentive strategies and the local housing incentive plan have been implemented or
are in the process of being implemented.
The SHIP Fiscal year runs from July 1 to June 30. Local governments have three (3) years to expend
program funds. The County must submit a “closeout” report outlining its affordable housing program and
accomplishments to the Florida Housing Finance Corporation (FHFC) by September 15, after the end of
the third (3rd) year, or when all funds for fiscal year allocation are spent (whichever occurs first). The
Fiscal Year 2014/2015 report is being presented as a closeout report since the grantor approved an
extension to expend all funding fully. The Fiscal Year 2015/2016 report is being presented as an interim
report since the grantor has approved a six-month extension to expend all funding fully. Therefore, the
2015/2016 report will be resubmitted once the closeout is complete. Both extensions for FY2014/2015
and FY2015/2016 received Board of County Commissioners (Board) acceptance on July 10, 2018
Agenda (Item #16D7).
The annual reports and certification form are due to FHFC via the Internet by September 15, 2018. Once
the annual report and certification form is executed and submitted to the FHFC, Collier County will be in
compliance with the reporting requirements of the SHIP Program.
FISCAL IMPACT: The annual reports have no new fiscal impact. The funding source for this grant is
Florida Housing Finance Corporation. Funds are budgeted in the SHIP Fund 791 Projects 33331, 33429,
33467, 33525 and 33568. Execution of this certification will ensure that Collier County continues to
participate in and receive future funding from the SHIP Program.
GROWTH MANAGEMENT: Execution of this certification and continued participation in the SHIP
Program will allow Collier County to enhance the development of affordable workforce housing in
accordance with the Housing Element of the Growth Management Plan of Collier County.
LEGAL CONSIDERATIONS: The certification is a form document provided and required by Florida
Housing Finance Corporation. This Item is approved for form and legality and requires a majority vote
for Board action. - JAB
RECOMMENDATION: To approve the SHIP Annual Reports and authorizes the Chairman to sign the
SHIP Program Annual Report and Local Housing Incentives Certification” for closeout Fiscal Year
2014/2015 and interim FY2015/2016, FY2016/2017, and FY2017/2018 to ensure compliance with
program requirements.
Prepared By: Lisa N. Carr, Senior Grant Coordinator, Community and Human Services Division
16.D.10
Packet Pg. 1216
09/11/2018
ATTACHMENT(S)
1. SHIP Stamped Annual Report 2014-2015 (PDF)
2. SHIP Certification - CAO Stamped (PDF)
3. ShipAnnualReport 2015-2016 (PDF)
4. ShipAnnualReport 2016-2017 (PDF)
5. ShipAnnualReport 2017-2018 (PDF)
16.D.10
Packet Pg. 1217
09/11/2018
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.10
Doc ID: 6526
Item Summary: Recommendation to approve the State Housing Initiatives Partnership (SHIP)
Annual Reports and Local Housing Incentive Certification for closeout Fiscal Year 2014/2015 and
interim Fiscal Years 2015/2016, 2016/2017, and 2017/2018 to ensure compliance with program
requirements.
Meeting Date: 09/11/2018
Prepared by:
Title: – Community & Human Services
Name: Donald Luciano
08/24/2018 4:09 PM
Submitted by:
Title: Division Director - Cmnty & Human Svc – Public Services Department
Name: Kimberley Grant
08/24/2018 4:09 PM
Approved By:
Review:
Community & Human Services Leslie Davis Additional Reviewer Completed 08/27/2018 8:43 AM
Public Services Department Kimberley Grant Additional Reviewer Completed 08/27/2018 10:56 AM
Community & Human Services Kristi Sonntag Additional Reviewer Completed 08/27/2018 12:28 PM
Public Services Department Joshua Hammond Additional Reviewer Completed 08/27/2018 1:03 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 08/27/2018 1:56 PM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 08/27/2018 2:01 PM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 08/28/2018 8:12 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 08/28/2018 8:20 AM
Grants Erica Robinson Level 2 Grants Review Completed 08/28/2018 3:31 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 08/28/2018 4:15 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 08/29/2018 2:05 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 08/29/2018 3:34 PM
Grants Therese Stanley Additional Reviewer Completed 08/30/2018 9:30 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 09/02/2018 3:41 PM
Board of County Commissioners MaryJo Brock Meeting Pending 09/11/2018 9:00 AM
16.D.10
Packet Pg. 1218
16.D.10.a
Packet Pg. 1219 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1220 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1221 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1222 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1223 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1224 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
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Packet Pg. 1225 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
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Packet Pg. 1226 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1227 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1228 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1229 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1230 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.a
Packet Pg. 1231 Attachment: SHIP Stamped Annual Report 2014-2015 (6526 : SHIP Annual Reports)
16.D.10.b
Packet Pg. 1232 Attachment: SHIP Certification - CAO Stamped (6526 : SHIP Annual Reports)
SHIP Annual Report
Collier County/Naples FY 2015/2016 Closeout
Form 1
Report Status:UnsubmittedTitle:
1Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1233 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Form 2
Code Strategy
Expended
Amount Units
Encumbered
Amount Units
Unencumbered
Amount Units
2 Purchase Assistance $450,000.00 19 $290,004.75 8 $.00 0
3 Owner Occupied Rehab $1,993.50 1 $406,580.50 10 $.00 0
Homeownership Totals:$451,993.50 20 $696,585.25 18 $.00 0
Homeownership
SHIP Distribution Summary:
Code Strategy
Expended
Amount Units
Encumbered
Amount Units
Unencumbered
Amount Units
14 Rental Rehab $14,081.46 2 $485,918.54 38 $.00 0
20 Rental Acquisition $235,630.74 2 $.00 0 $.00 0
Rental Totals:$249,712.20 4 $485,918.54 38 $.00 0
Rentals
Subtotals:$701,705.70 24 $1,182,503.79 56 $.00 0
Additional Use of Funds
Use Expended Encumbered
Administrative $166,012.40 $.00
Homeownership Counseling $.00 $.00
Admin From Program Income $20,068.10 $.00
Admin From Disaster Funds $.00 $.00
Unencumbered
$.00
$.00
$.00
$.00
Totals:$887,786.20 $1,182,503.79 $.002456 0
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
* Carry Forward to Next Year:$.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
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 $.00
Disaster Funds
Other Funds
Carryover funds from previous year $8,803.84
Total:$2,070,289.99
2Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1234 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Description Eff.1 Bed 2 Bed 3 Bed 4 Bed
Rental Unit Information
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced
through June 30th for Units
Amount of Funds Expended to
Date % of Total Value
SHIP Funds Expended $701,705.70 14.45%
Public Moneys Expended $94,850.00 1.95%
Private Funds Expended $3,957,019.00 81.48%
Owner Contribution $102,740.52 2.12%
Total Value of All Units $4,856,315.22 100.00%
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
Compliance Category SHIP Funds Trust Funds
Homeownership $1,079,080.60 $1,660,124.00
Construction / Rehabilitation $1,245,093.00 $1,660,124.00
% of Trust Fund
FL Statute
Minimum %
65.00%65%
75.00%75%
Program Compliance - Income Set-Asides
Project Funding for Expended Funds Only
Income Category SHIP Funds
Expended
SHIP Funds
Encumbered
SHIP Funds
Unencumbered
Total of
SHIP Funds
Total
Available
Funds % *
Extremely Low $235,630.74 $163,006.50 $.00 $398,637.24 19.26%
Very Low $59,034.23 $470,000.00 $.00 $529,034.23 25.55%
Low $97,040.73 $430,918.55 $.00 $527,959.28 25.50%
Moderate $310,000.00 $118,578.74 $.00 $428,578.74 20.70%
Over 120%-140%$.00 $.00 $.00 $.00 .00%
Totals:$701,705.70 $1,182,503.79 $.00 $1,884,209.49 91.01%
Income Category Total Funds
Mortgages,
Loans & DPL's
Mortgages,
Loans &
DPL Unit #s
Total Funds
SHIP Grants
SHIP
Grant
Unit #s
Total SHIP
Funds
Expended
Total #
Units
Extremely Low $235,630.74 2 $.00 0 $235,630.74 2
Very Low $59,034.23 3 $.00 0 $59,034.23 3
Low $97,040.73 4 $.00 0 $97,040.73 4
Moderate $310,000.00 15 $.00 0 $310,000.00 15
Totals:$701,705.70 24 $.00 0 $701,705.70 24
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√
3Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1235 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Strategy
List Unincorporated
and Each
Municipality ELI VLI Low Mod Total
Purchase Assistance Collier County 0 1 3 15 19
Rental Acquisition Collier County 2 0 0 0 2
Rental Rehab Collier County 0 1 1 2
Owner Occupied
Rehab
Collier County 1 1
Totals:2 3 4 15 24
Number of Households/Units Produced
Description
List Unincorporated
and Each
Municipality 0 - 25 26 - 40 41 - 61 62+Total
Purchase Assistance Collier County 1 5 13 0 19
Rental Acquisition Collier County 0 0 2 0 2
Rental Rehab Collier County 0 2 0 0 2
Owner Occupied
Rehab
Collier County 1 1
Totals:1 7 16 0 24
Characteristics/Age (Head of Household)
Description
List Unincorporated
and Each
Municipality
1
Person
2- 4
People
5 +
People Total
Purchase Assistance Collier County 2 14 3 19
Rental Acquisition Collier County 2 0 0 2
Rental Rehab Collier County 0 2 0 2
Owner Occupied
Rehab
Collier County 1 1
Totals:5 16 3 24
Family Size
Description
List Unincorporated
and Each
Municipality White Black
Hisp-
anic Asian
Amer-
Indian Other Total
Purchase Assistance Collier County 1 18 19
Rental Acquisition Collier County 1 1 2
Rental Rehab Collier County 2 2
Owner Occupied
Rehab
Collier County 1 1
Totals:3 1 20 24
Race (Head of Household)
Demographics (Any Member of Household)
Form 3
4Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1236 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Status of Incentive Strategies
Owner Occupied Rehab
Purchase Assistance
Disaster Mitigation
Rental Rehab
Rental Acquisition
Incentive Strategy:
LHAP 04/26/16 16.4.4
Revision 10/10/17 11.E
Adopting Ordinance or Resolution Number or identify local policy:
Owner Occupied Rehab 06/27/18
Purchase Assistance 06/01/15
Disaster Mitigation 10/10/17
Rental Rehab 06/28/16
Rental Acquisition 06/28/16
Implementation Schedule (Date):
All incentives listed above have been implemented on the dates provided above.
Has the plan or strategy been implemented? If no, describe the steps that will be taken to implement the plan:
Status of Strategy - (is the strategy functioning as intended, i.e. are the time frames being met, etc.):
Form 4
Description
List Unincorporated
and Each
Municipality
Farm
Worker
Devel.
Dis-
abled
Home-
less Elderly Other Other Total
Purchase Assistance Collier County 0 0 0 0 1 0 1
Rental Acquisition Collier County 0 0 0 0 0 2 2
Rental Rehab Collier County 0 0 0 0 0 0 0
Owner Occupied
Rehab
Collier County 1 1
Totals:0 0 0 0 1 3 4
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Description
Special Target
Group Expended Funds
Total # of
Expended Units
Essential Personnel Carpenter $25,000.00 $1.00
5Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1237 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
6Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1238 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Support Services
Receive annual funding from HUD for HOME and ESG grants.
Other Accomplishments
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:
B. Low income households in foreclosure:
C. Moderate households in foreclosure:
Mortgage Defaults
A. Very low income households in default:
B. Low income households in default:
C. Moderate households in default:
Welfare to Work Programs
N/A
Strategies and Production Costs
Expended Funds
Strategy Average Cost
Purchase Assistance $23,684.21
Rental Acquisition $117,815.37
Rental Rehab $7,040.73
0
3
0
0
0
0
Owner Occupied Rehab - in process
Purchase Assistance - in process
Disaster Mitigation - in process
Rental Rehab - in process
Rental Acquisition - complete
Total Unit Count:24 $701,706.00Total Expended Amount:
Foreclosed Loans Life-to-date:
Defaulted Loans Life-to-date:
17
12
SHIP Program Foreclosure Percentage Rate Life to Date:
SHIP Program Default Percentage Rate Life to Date:
1.8
.92
7Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1239 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
8Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1240 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Strategy Full Name Address City Zip
Code
Expended
Funds
FY if Unit
Already
Counted
Purchase
Assistance
Cano, Beatriz 4318 27th Court SW,
#201
Naples 34116 $20,000.00
Purchase
Assistance
Martinez, Ariel
& Cuellar,
Yarisleidy
2127 55th Street SW Naples 34116 $20,000.00
Purchase
Assistance
Malaga, Jose
& Patricia
2930 27th Ave NE Naples 34120 $20,000.00
Purchase
Assistance
Palma, Jesus
& Mayra
3344 Malaga Way Naples 34105 $20,000.00
Purchase
Assistance
Reidel,
Serrano
2715 53rd Terrace
SW
Naples 34116 $20,000.00
Purchase
Assistance
Taborga,
Armando &
Castro, Ruth
14928 Summit Place
Circle
Naples 33419 $20,000.00
Purchase
Assistance
Romulus,
Robertson
2865 39th Avenue Naples 34120 $20,000.00
Purchase
Assistance
Gonzaga
Cordova,
Jesusu &
Gonzaga,
Milagritos
2170 21st Street Naples 34117 $25,000.00
Purchase
Assistance
Estrada Diaz,
Ernesto
5250 Gilchrist Street Naples 34113 $20,000.00
Purchase
Assistance
Butler, Kristen 1701 Courtyard Way Naples 34112 $25,000.00
Purchase
Assistance
Gonzalez
Triana, David
2440 8th Avenue NE Naples 34120 $20,000.00
Purchase
Assistance
Darvi Trejo &
Romualdo
Trejo Trejo
6001 Hollow Drive Naples 34112 $20,000.00
Purchase
Assistance
Lisbisay &
Francisco
Lopez
7618 Bristol Circle Naples 34120 $20,000.00
Purchase
Assistance
Morales,
Marlon Cueto
& Ortiz, Yadira
Sota
2432 NE 43rd
Avenue
Naples 34120 $20,000.00
Purchase
Assistance
Riveron Rivas,
Isael
4311 54th Avenue
NE
Naples 34120 $20,000.00
Purchase
Assistance
Garcia
Herrera,
Yandry
4657 43rd Avenue Naples 34120 $30,000.00
Purchase
Assistance
Domingo,
Castillo &
Sevilla
3661 12th Avenur Naples 34120 $30,000.00
Purchase
Assistance
Sanchez, Laci
Rochelle
2692 70Th Street NE Naples 34120 $50,000.00
Purchase
Assistance
Caceres
Munoz, Fabian
& Caceres
Cardenas,
Perla
3882 39th Avenue
NE
Naples 34120 $30,000.00
9Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1241 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Administrative Expenditures
Sub Recipients and Consultants
Program Income
Account Amount
REGULAR SALARIES 108,244.76
ER 457 166.91
OTHER SALARIES AND W 11,921.39
OVERTIME 398.34
TERMINATION PAY 2,240.92
SOCIAL SECURITY MATC 8,718.73
RETIREMENT REGULAR 9,381.91
ALLOWANCES MOVING -1,553.35
OTHER CONTRACTUAL SE 20,698.13
OTHER CONTRACTUAL SE 10,133.33
TRAVEL PROFESSIONAL 2,395.72
MOTOR POOL RENTAL 1.56
POST FREIGHT UPS 150.69
FLEET MAINT ISF 39.77
FLEET MAINT PARTS 97.56
FLEET NON MAINT 13.62
LICENSES AND PERMITS 144.00
CLERKS RECORDING FEE 3,137.88
LEGAL ADVERTISING 602.94
OFFICE SUPPLIES GEN 2,117.34
FUEL AND LUB ISF 102.34
COMPUTER SOFTWARE 2,715.82
OTHER TRAINING EDUCA 4,210.20
Loan Repayment:$374,185.24
Refinance:$.00
Program Income Funds
Name Business Type Strategy Covered Responsibility
Alpha One Staffing Staffing Agency Administration Consulting
RedCon Solutions Group Staffing Agency Owner Occ Rehab Consulting
Habitat for Humanity Non-Profit Owner Occ Rehab Partial Strategy
Implementation
Big Cypress Housing Corp Non-Profit Rental Rehab Full Strategy
Implementation
Rural Neighborhoods Non-Profit Owner Occupied Rehab Partial Strategy
Implementation
Owner Occupied
Rehab
DelTorre, Lisa 2475 45th Avenue
NE
Naples 34120 $1,993.50
Rental Acquisition Michael,
Lindsey
2184 55th Terrace
SW #B-1
Naples 33416 $117,815.37
Rental Acquisition Santero,
Joseph
2184 55th Terrace
SW #B-2
Naples 33416 $117,815.37
Rental Rehab Michael,
Lindsey
140 Anhinga Circle Immokalee 34142 $7,040.73
Rental Rehab Santero,
Joseph
123 Anhinga Circle Immokalee 34142 $7,040.73
10Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1242 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Foreclosure:$4,944.92
Sale of Property:$.00
Interest Earned:$22,231.99
Other ():
Total:$401,362.15
Collier County/Naples 2015 Closeout
Explanation of Recaptured funds
None $.00
None $.00
None $.00
Total:$.00
Description Amount
Rental Developments
Development
Name
Owner Address City Zip
Code
SHIP Amount SHIP
Units
Compliance
Monitored By
Additional
Notes
Single Family Area Purchase Price
The average area purchase price of single family units:469,880.00
Or
Not Applicable
Form 5
11Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1243 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
Code(s)Strategies
Expended
Amount Units
Encumbered
Amount Units
2 Purchase Assistance $30,000.00 1 $.00 0
3 Owner Occupied Rehab $1,993.50 1 $68,006.50 2
14 Rental Rehab $.00 0 $10,000.00 1
20 Rental Acquisition $235,630.44 2 $.00 0
SHIP Expended and Encumbered for Special Needs Applicants
Special Needs Breakdown
Strategies Special Needs Category
Expended
Amount Units
Encumbered
Amount Units
(2) Purchase Assistance Receiving Supplemental
Security Income
$30,000.00 1 $.00 0
(3) Owner Occupied Rehab Person with Disabling
Condition (not DD)
$1,993.50 1 $68,006.50 2
(20) Rental Acquisition Person with Disabling
Condition (not DD)
$235,630.44 2 $.00 0
(14) Rental Rehab Developmental Disabilities $.00 0 $10,000.00 1
Special Needs Category Breakdown by Strategy
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 the HUD Emergency Solutions Grant.
LG Submitted Comments:
12Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.c
Packet Pg. 1244 Attachment: ShipAnnualReport 2015-2016 (6526 : SHIP Annual Reports)
SHIP Annual Report
Collier County/Naples FY 2016/2017 Interim-1
Form 1
Report Status:UnsubmittedTitle:
1Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1245 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Code Strategy
Expended
Amount Units
Encumbered
Amount Units
Unencumbered
Amount Units
3 Owner Occupied Rehab $.00 $826,426.00 21 $.00 0
4 Demo/Replace $126.05 1 $903,673.95 13 $.00 0
5 Disaster Mit Non Mobile $34,421.62 4 $257,679.64 18 $.00 0
5 Disaster Mit Mobile $16,557.00 2 $.00 0 $.00 0
Homeownership Totals:$51,104.67 7 $1,987,779.59 52 $.00 0
Homeownership
SHIP Distribution Summary:
Code Strategy
Expended
Amount Units
Encumbered
Amount Units
Unencumbered
Amount Units
20 Rental Acquisition $.00 0 $460,468.92 4 $.00 0
Rental Totals:$.00 0 $460,468.92 4 $.00 0
Rentals
Subtotals:$51,104.67 7 $2,448,248.51 56 $.00 0
Additional Use of Funds
Use Expended Encumbered
Administrative $220,574.70 $.00
Homeownership Counseling $12,675.00 $36,702.00
Admin From Program Income $27,062.15 $.00
Admin From Disaster Funds $.00 $.00
Unencumbered
$.00
$.00
$.00
$.00
Totals:$311,416.52 $2,484,950.51 $.00756 0
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
* Carry Forward to Next Year:$.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
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
Carryover funds from previous year $.00
Total:$2,796,367.03
2Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1246 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Form 2
3Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1247 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Description Eff.1 Bed 2 Bed 3 Bed 4 Bed
Rental Unit Information
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced
through June 30th for Units
Amount of Funds Expended to
Date % of Total Value
SHIP Funds Expended $51,104.67 100.00%
Public Moneys Expended $.00 .00%
Private Funds Expended $.00 .00%
Owner Contribution $.00 .00%
Total Value of All Units $51,104.67 100.00%
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
Compliance Category SHIP Funds Trust Funds
Homeownership $2,038,884.26 $2,205,747.00
Construction / Rehabilitation $2,038,884.26 $2,205,747.00
% of Trust Fund
FL Statute
Minimum %
92.44%65%
92.44%75%
Program Compliance - Income Set-Asides
Project Funding for Expended Funds Only
Income Category SHIP Funds
Expended
SHIP Funds
Encumbered
SHIP Funds
Unencumbered
Total of
SHIP Funds
Total
Available
Funds % *
Extremely Low $9,988.05 $405,000.00 $.00 $414,988.05 15.11%
Very Low $18,940.00 $773,908.41 $.00 $792,848.41 28.86%
Low $15,000.00 $755,234.46 $.00 $770,234.46 28.04%
Moderate $7,176.62 $514,105.64 $.00 $521,282.26 18.98%
Over 120%-140%$.00 $.00 $.00 .00%
Totals:$51,104.67 $2,448,248.51 $.00 $2,499,353.18 90.99%
Income Category Total Funds
Mortgages,
Loans & DPL's
Mortgages,
Loans &
DPL Unit #s
Total Funds
SHIP Grants
SHIP
Grant
Unit #s
Total SHIP
Funds
Expended
Total #
Units
Extremely Low $126.05 0 $9,862.00 2 $9,988.05 2
Very Low $.00 0 $18,940.00 2 $18,940.00 2
Low $.00 0 $15,000.00 1 $15,000.00 1
Moderate $.00 0 $7,176.62 2 $7,176.62 2
Totals:$126.05 0 $50,978.62 7 $51,104.67 7
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√
4Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1248 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Strategy
List Unincorporated
and Each
Municipality ELI VLI Low Mod Total
Disaster Mitigation
Non Mobile
1 1 2 4
Disaster Mitigation
Mobile
1 1 2
Demo/Replace 1 1
Totals:2 2 1 2 7
Number of Households/Units Produced
Description
List Unincorporated
and Each
Municipality 0 - 25 26 - 40 41 - 61 62+Total
Disaster Mitigation
Non Mobile
1 3 4
Disaster Mitigation
Mobile
1 1 2
Demo/Replace 1 1
Totals:2 5 7
Characteristics/Age (Head of Household)
Description
List Unincorporated
and Each
Municipality
1
Person
2- 4
People
5 +
People Total
Disaster Mitigation
Non Mobile
3 1 4
Disaster Mitigation
Mobile
2 2
Demo/Replace 1 1
Totals:5 2 7
Family Size
Description
List Unincorporated
and Each
Municipality White Black
Hisp-
anic Asian
Amer-
Indian Other Total
Disaster Mitigation
Non Mobile
4 4
Disaster Mitigation
Mobile
2 2
Demo/Replace 1 1
Totals:6 1 7
Race (Head of Household)
Demographics (Any Member of Household)
Form 3
5Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1249 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Form 4
Description
List Unincorporated
and Each
Municipality
Farm
Worker
Devel.
Dis-
abled
Home-
less Elderly Other Other Total
Disaster Mitigation
Non Mobile
1 2 1 4
Disaster Mitigation
Mobile
1 1 2
Demo/Replace 1 1
Totals:1 4 1 1 7
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Description
Special Target
Group Expended Funds
Total # of
Expended Units
6Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1250 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Expended Funds
Strategy Full Name Address City Zip
Code
Expended
Funds
FY if Unit
Already
Counted
Disaster Mit Non
Mobile
David Browne 672 Lambton Lane Naples 34104 $12,245.00
Disaster Mit Non
Mobile
Edward
Hovsepian
4618 Ashton Court Naples 34112 $3,676.62
Disaster Mit Non
Mobile
Linda Portnoy 481 29th Street SW Naples 34120 $15,000.00
Disaster Mit Non
Mobile
Laurie Brock 1011 18th Avenue
NE
Naples 34120 $3,500.00
Disaster Mit Mobile Christopher
McClellan
2140 Immokalee
Drive
Immokalee 34143 $9,862.00
Disaster Mit Mobile Hope Dayhoff 291 Ocean Reef
Lane
Naples 34114 $6,695.00
Demo/Replace Geronima &
Juan Madrigal
1418 N Pear Street Immokalee 34142 $126.05
Collier County/Naples 2016 Interim-1
$51,105.00
Form 5
7Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1251 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
Code(s)Strategies
Expended
Amount Units
Encumbered
Amount Units
5 Disaster Mit Non Mobile $30,745.00 3
5 Disaster Mit Mobile $9,862.00 1
20 Rental Acquisition $.00 0 $300,000.00 2
SHIP Expended and Encumbered for Special Needs Applicants
Special Needs Breakdown
Strategies Special Needs Category
Expended
Amount Units
Encumbered
Amount Units
(5) Disaster Mit Non Mobile Receiving Social Security
Disability Insurance
$12,245.00 1 $.00 0
(5) Disaster Mit Non Mobile Person with Disabling
Condition (not DD)
$15,000.00 1 $.00 0
(5) Disaster Mit Non Mobile Developmental Disabilities $3,500.00 1 $.00 0
(5) Disaster Mit Mobile Person with Disabling
Condition (not DD)
$9,862.00 1 $.00 0
(20) Rental Acquisition Person with Disabling
Condition (not DD)
$.00 0 $300,000.00 2
Special Needs Category Breakdown by Strategy
Provide a description of efforts to reduce homelessness:
LG Submitted Comments:
8Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.d
Packet Pg. 1252 Attachment: ShipAnnualReport 2016-2017 (6526 : SHIP Annual Reports)
SHIP Annual Report
Collier County/Naples FY 2017/2018 Interim-2
Form 1
Report Status:UnsubmittedTitle:
1Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.e
Packet Pg. 1253 Attachment: ShipAnnualReport 2017-2018 (6526 : SHIP Annual Reports)
Form 2
Code Strategy
Expended
Amount Units
Encumbered
Amount Units
Unencumbered
Amount Units
4 Demo/Replace $.00 0 $619,800.00 9 $.00 0
5 Disaster Mitigation $.00 0 $.00 0 $481,864.62 32
10 Construction $.00 0 $.00 0 $1,000,000.00 4
Homeownership Totals:$.00 0 $619,800.00 9 $1,481,864.62 36
Homeownership
SHIP Distribution Summary:
Code Strategy
Expended
Amount Units
Encumbered
Amount Units
Unencumbered
Amount Units
Rental Totals:
Rentals
Subtotals:$.00 0 $619,800.00 9 $1,481,864.62 36
Additional Use of Funds
Use Expended Encumbered
Administrative $99,769.61 $9,526.94
Homeownership Counseling $.00 $.00
Admin From Program Income $.00 $.00
Admin From Disaster Funds $.00
Unencumbered
$43,359.05
$.00
$29,019.16
$19,600.00
Totals:$99,769.61 $629,326.94 $1,573,842.8309 36
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
* Carry Forward to Next Year:$.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
Source of Funds Amount
State Annual Distribution $1,526,556.00
Program Income (Interest)$60,398.72
Program Income (Payments)$519,984.66
Recaptured Funds $.00
Disaster Funds $196,000.00
Other Funds
Carryover funds from previous year $.00
Total:$2,302,939.38
2Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.e
Packet Pg. 1254 Attachment: ShipAnnualReport 2017-2018 (6526 : SHIP Annual Reports)
Description Eff.1 Bed 2 Bed 3 Bed 4 Bed
Rental Unit Information
Recap of Funding Sources for Units Produced ("Leveraging")
Source of Funds Produced
through June 30th for Units
Amount of Funds Expended to
Date % of Total Value
SHIP Funds Expended $.00 #Error
Public Moneys Expended $.00 #Error
Private Funds Expended $.00 #Error
Owner Contribution $.00 #Error
Total Value of All Units $.00 #Error
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
Compliance Category SHIP Funds Trust Funds
Homeownership $1,722,556.00 $1,722,556.00
Construction / Rehabilitation $1,722,556.00 $1,722,556.00
% of Trust Fund
FL Statute
Minimum %
100.00%65%
100.00%75%
Program Compliance - Income Set-Asides
Project Funding for Expended Funds Only
Income Category SHIP Funds
Expended
SHIP Funds
Encumbered
SHIP Funds
Unencumbered
Total of
SHIP Funds
Total
Available
Funds % *
Extremely Low $150,000.00 $355,000.00 $505,000.00 21.93%
Very Low $150,000.00 $635,000.00 $785,000.00 34.09%
Low $169,800.00 $380,400.00 $550,200.00 23.89%
Moderate $150,000.00 $111,464.62 $261,464.62 11.35%
Over 120%-140%$.00 .00%
Totals:$.00 $619,800.00 $1,481,864.62 $2,101,664.62 91.26%
Income Category Total Funds
Mortgages,
Loans & DPL's
Mortgages,
Loans &
DPL Unit #s
Total Funds
SHIP Grants
SHIP
Grant
Unit #s
Total SHIP
Funds
Expended
Total #
Units
Extremely Low $.00 0 $.00 0 $.00 0
Very Low $.00 0 $.00 0 $.00 0
Low $.00 0 $.00 0 $.00 0
Moderate $.00 0 $.00 0 $.00 0
Totals:$.00 0 $.00 0 $.00 0
No rental strategies are in use√
3Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.e
Packet Pg. 1255 Attachment: ShipAnnualReport 2017-2018 (6526 : SHIP Annual Reports)
Form 4
Strategy
List Unincorporated
and Each
Municipality ELI VLI Low Mod Total
Totals:0
Number of Households/Units Produced
Description
List Unincorporated
and Each
Municipality 0 - 25 26 - 40 41 - 61 62+Total
Totals:0
Characteristics/Age (Head of Household)
Description
List Unincorporated
and Each
Municipality
1
Person
2- 4
People
5 +
People Total
Totals:0
Family Size
Description
List Unincorporated
and Each
Municipality White Black
Hisp-
anic Asian
Amer-
Indian Other Total
Totals:0
Race (Head of Household)
Description
List Unincorporated
and Each
Municipality
Farm
Worker
Devel.
Dis-
abled
Home-
less Elderly Other Other Total
Totals:0
Demographics (Any Member of Household)
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Description
Special Target
Group Expended Funds
Total # of
Expended Units
Form 3
4Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.e
Packet Pg. 1256 Attachment: ShipAnnualReport 2017-2018 (6526 : SHIP Annual Reports)
Expended Funds
Strategy Full Name Address City Zip
Code
Expended
Funds
FY if Unit
Already
Counted
Collier County/Naples 2017 Interim-2
Form 5
Code(s)Strategies
Expended
Amount Units
Encumbered
Amount Units
SHIP Expended and Encumbered for Special Needs Applicants
Special Needs Breakdown
Strategies Special Needs Category
Expended
Amount Units
Encumbered
Amount Units
Special Needs Category Breakdown by Strategy
Provide a description of efforts to reduce homelessness:
5Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.e
Packet Pg. 1257 Attachment: ShipAnnualReport 2017-2018 (6526 : SHIP Annual Reports)
LG Submitted Comments:
6Page
Form SHIP AR/2009
67-37.008(3)(f), F.A.C.
Effective Date: 11/2009
16.D.10.e
Packet Pg. 1258 Attachment: ShipAnnualReport 2017-2018 (6526 : SHIP Annual Reports)