Agenda 01/12/2021 Item #16D 5 (SHIP Mortgage Satisfaction)01/12/2021
EXECUTIVE SUMMARY
Recommendation to approve and authorize the chairman to sign one (1) mortgage satisfaction for
the State Housing Initiatives Partnership loan program in the amount of $20,000 and authorize the
associated Budget Amendment.
OBJECTIVE: To support the affordability of housing in Collier County through the State Housing
Initiatives Partnership (SHIP) down payment and emergency repair and/or rehabilitation assistance
programs.
CONSIDERATIONS: SHIP, a state affordable housing program, offers assistance to first-time
homebuyers for use toward a portion of the required down payment and emergency repairs to the newly
acquired home, and rehabilitation assistance to homeowners for rehabilitation to their homesteaded
property. As a condition of the award, the homeowner must repay the assistance provided upon sale,
refinance, or loss of homestead exemption.
The following table provides details regarding the associated mortgage that has been paid off. As such,
satisfaction of mortgage is required.
File # Name Public Record Mortgage Amount Payoff Amount
12-011 Alvaro D. Zuluaga and
Gloria E. Orozco
OR 4962/PG3424 $20,000 $20,000
Total $20,000 $20,000
Approval of this Item will authorize the Chairman to sign the aforementioned satisfaction of mortgage
and the executed document shall be recorded in the Public Records of Collier County, Florida.
FISCAL IMPACT: The repaid amount of $20,000 satisfies the payoff. The repayment is considered
program income and has been deposited in SHIP Grant Fund (791), Project 33686. Deposited funds will
be used for SHIP eligible activities. The Budget Amendment recognizes $20,000 in program income, of
which five percent (5%) will be used as Administrative funds. The recording fee of $10 has been paid by
the homeowners.
LEGAL CONSIDERATIONS: This Item is approved for form and legality and required a majority vote
for Board approval. - JAB
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
RECOMMENDATION: To approve and authorize the Chairman to sign one (1) mortgage satisfaction
for the State Housing Initiatives Partnership loan program in the amount of $20,000 and authorize the
associated Budget Amendment.
Prepared By: Lisa N. Carr, Senior Grants Coordinator, Community & Human Services Division
ATTACHMENT(S)
1. SOM-Zuluaga, Alvaro & Orozco, Gloria (PDF)
2. Backup Docs SOM Zuluaga (PDF)
3. SAP $20,000 01.12.21 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.5
Doc ID: 14530
Item Summary: Recommendation to approve and authorize the chairman to sign one (1)
mortgage satisfaction for the State Housing Initiatives Partnership loan program in the amount of $20,000
and authorize the associated Budget Amendment.
Meeting Date: 01/12/2021
Prepared by:
Title: Grants Coordinator – Community & Human Services
Name: Lisa Carr
12/16/2020 11:15 AM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
12/16/2020 11:15 AM
Approved By:
Review:
Community & Human Services Leslie Davis Additional Reviewer Completed 12/16/2020 11:49 AM
Community & Human Services Cormac Giblin Additional Reviewer Completed 12/16/2020 2:14 PM
Community & Human Services Kristi Sonntag CHS Review Completed 12/21/2020 3:54 PM
Community & Human Services Maggie Lopez Additional Reviewer Completed 12/21/2020 7:46 PM
Operations & Veteran Services Kimberley Grant Level 1 Reviewer Completed 12/22/2020 9:37 AM
Public Services Department Todd Henry Level 1 Division Reviewer Completed 12/22/2020 11:02 AM
Grants Erica Robinson Level 2 Grants Review Completed 12/22/2020 1:15 PM
Public Services Department Steve Carnell Level 2 Division Administrator Review Completed 12/22/2020 1:46 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 12/22/2020 2:36 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 12/22/2020 3:26 PM
Budget and Management Office Ed Finn Additional Reviewer Completed 12/23/2020 11:10 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/23/2020 2:17 PM
Grants Therese Stanley Additional Reviewer Completed 12/29/2020 8:52 AM
County Manager's Office Sean Callahan Level 4 County Manager Review Completed 12/30/2020 3:50 PM
Board of County Commissioners MaryJo Brock Meeting Pending 01/12/2021 9:00 AM
16.D.5
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16.D.5.a
Packet Pg. 1526 Attachment: SOM-Zuluaga, Alvaro & Orozco, Gloria (14530 : SHIP SOM)
16.D.5.b
Packet Pg. 1527 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
16.D.5.b
Packet Pg. 1528 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1529 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1530 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1531 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1532 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1533 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1534 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
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Packet Pg. 1535 Attachment: Backup Docs SOM Zuluaga (14530 : SHIP SOM)
16.D.5.cPacket Pg. 1536Attachment: SAP $20,000 01.12.21 (14530 : SHIP SOM)