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Home My WebLink About2009-229A yee 46 �aq �9 67-37 . 008 (2) 0 , F .A. C . Form SHIP AR/2009 SHIP Annual Report Report Status : Unsubmitted Indian River County 2006 Closeout Form 1 SHIP Distribution Summary Homeownership yyyxy e r r� � H � ca > { M06 ley NIM 411 t r � at t DI ID 2 Purchase Assistance $ 128 , 629 . 10 5 $ . 00 $100 without Rehab 0 0 1 Purchase Assistance with $ 9882969 . 62 28 $ . 00 $ . 00 Rehab 0 0 2 Purchase Assistance with $278 , 035 . 00 5 $ . 00 $ . 00 Impact Fee Loan 0 0 3 Rehab 10 Year Loan to $ 143 , 552 . 53 $ . 00 $ . 00 Grant 5 0 0 3 Rehabiltation Loan $ 90 , 433 . 00 2 $ . 001 0 1 $ . 00 p Homeownership Totals : $ 1 , 629 , 619 . 25 45 $ . 00 0 $ . 00 0 Rentals No Expended . Encumbered' le Uer� cumbere Code . Strate " ' Amount ; Units: Ampunt Units Y ,Atmount 1eye x ._Units= Rental Totals : Subtotals : $ 176291619 . 25 45 $ . 00 0 $ 000 0 Additional Use of Funds .Use Expended Encumbered Unencumbered Administrative $ 120 , 952 . 10 $ . 00 $ . 00 Homeownership Counseling $ . 00 $ . 00 $ . 00 Admin From Program Income $28 , 564 . 80 $ . 00 $ . 00 Admin From Disaster Funds $ . 00 $ 0 $ . 00 TotalslI � �7 �yD14 , , % .,�4x . � � � / /, �� . 6ta r �rJ��' xIle .Y� ley% , �ey �� dMej I :1 Total Revenue (Actual and/or Anticipated ) for Local SHIP Trust Fund 4 ey � , ; 6, tr .ebof Find : ". , ► ►! . State Annual Distribution $ 1 , 209 , 521 . 00 Program Income ( Interest) $ 841338 . 46 Program Income ( Payments ) $486 , 957 . 55 Recaptured Funds $ . 00 Disaster Funds Other Funds $ . 00 „ Page 1 67-37. 008 (2)(1) , F .A. C . Form SHIP AR/2009 Carryover funds from previous year $ 1 , 573 . 97 Total : $ 1 , 782 , 390 . 98 * Carry Forward to Next Year : $ 3 , 254 . 83 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 Rental Unit Information Recap of Funding Sources for Units Produced +3�+ r ✓i aAAa i ofifncsrdu� d A u Dunt of Fnds bcpertdec�k#a° rr ; # �5f1gh June 30th far, Un► , n � , r ._ DtQ ,, °fo of Tota! Value" a SHIP Funds Expended $ 116299619 . 25 29 . 68 % Public Moneys Expended $ 13 , 000 . 00 . 24 % Private Funds Expended $ 3 , 847 , 156 . 00 70 . 08 % Owner Contribution $ . 00 . 00 % Total Value of All Units $ 57489 , 775 . 25100 . 00 % SHIP Program Compliance Summary - Home Ownership/Construction/ Rehab MEN FIL Statute Cortin Iiance : Cdte o SHIP Funds Trust Funds % of Trust Fund Minimum "/p " Homeownership $ 1 , 629 , 619 . 25 $ 1 , 209 , 521 . 00 134 . 73 % 65 % Construction / Rehabilitation $ 11629 , 619 . 25 $ 1 , 209 , 521 . 00 134 . 73 % 75 % Program Compliance - Income Set -Asides ° ;aHIP Funds �� SHIPA. Funds SHIP Funds Total of Available, Income ± ; !te o ` Expended " Encumbered ;. . Unencumbered SHIP" Furtds Funds % *, Extremely Low $ 54 , 860 . 08 $ . 00 $ . 00 $ 54 , 860 . 08 3 . 08 % Very Low $ 544 , 862 . 61 $ . 00 $ . 00 $ 544 , 862 . 61 30 . 57 % Low $ 665 , 003 . 38 $ . 00 $ . 00 $ 665 , 003 . 38 37m31 % Moderate $ 364 , 893 . 18 $ . 00 $ . 00 $ 3641893 . 18 20 . 47 % Totals : $ 116291619 . 25 $ . 00 $ . 00 $ 11629 , 619 . 25 91 . 43 % Special Target Groups for Funds Expended ( i . e . teachers , nurses , law enforcement, fire fighters , etc . ) Set Aside s xd � /gyp .wr . Project Funding for Expended Funds Only Page 2 VwV, 008(2) (f , F ,A. C . Form SHIP AR/2009 Extremely Low $54 , 860 . 08 2 $ . 00 0 $54 , 860 . 08 2 Very Low $ 544 , 862 . 61 11 $ . 00 0 $ 544 , 862 . 61 11 Low $ 6659003 . 38 17 $ . 00 0 $665 , 003 . 38 17 Moderate $ 364 , 893 . 18 15 $ . 00 0 $ 364 , 893 . 18 15 Totals : $ 1 , 629 , 619 . 25 45 $ . 00 0 $ 1 , 629 , 619 . 25 45 Form 3 Number of Households/ Units Produced . 01 RE YR5 rr wool Purchase Asst+ No Indian River County 0 1 0 3 4 Rehab Purchase Asst + No Sebastian 0 0 0 1 1 Rehab Purchase Asst . + Indian River County 0 3 11 8 22 Rehab Purchase Asst + Sebastian 0 1 2 2 5 Rehab Purchase Asst + Vero Beach 0 0 0 1 1 Rehab Purchase Asst + Indian River County 0 3 2 0 5 Impact Fee Rehab 10yr Loan to Fellsmere 1 0 0 0 1 Grant Rehab 10yr . Loan to Indian River County 1 2 0 0 3 Grant Rehab 10yr Loan to Sebastian 0 1 0 0 1 Grant Rehab Loan Indian River County 0 0 2 0 2 Totals : 2 11 17 15 45 Characteristics/Age ( Head of Household ) 4' Fe & ig t, q t ixz rt S z e i kn + r - UsGC1 ra v i 5 } kd } Fz b q` AAA e0 _ � � . . ticiali , Total . Purchase Asst+ No Indian River County 2 0 2 0 4 Rehab Purchase Asst + No Sebastian 1 0 0 0 1 Rehab Purchase Asst . + Indian River County 6 9 6 1 22 Rehab Purchase Asst + Sebastian 1 1 3 0 5 Rehab Page 3 67-37 .008 (2 ) (1) , F .A. C . Form SHIP AR/2009 Purchase Asst + Vero Beach 00 1 0 1 Rehab Purchase Asst + Indian River County 0 3 2 0 5 Impact Fee Rehab 10yr Loan to Fellsmere 0 1 0 0 1 Grant Rehab 10yr. Loan to Indian River County 0 0 2 1 3 Grant Rehab 10yr Loan to Sebastian 0 0 0 1 1 Grant Rehab Loan Indian River County 0 0 1 1 2 Totals : 10 14 17 4 45 Family Size Is a �lni or razes � 4 s sX Prt�S 7 f x a^ rt� _ , f g r a t1�� a ri i fi E. r k � an achy r � �� +� . �` Desci pfiion � Mu c a " �* rM7 ori rr It r5. lie p,, 8 PeoQa� ` Purchase Asst + No Indian River County 1 3 0 4 Rehab Purchase Asst + No Sebastian 0 1 0 1 Rehab Purchase Asst . + Indian River County 6 13 3 22 Rehab Purchase Asst + Sebastian 2 3 0 5 Rehab Purchase Asst + Vero Beach 1 0 0 1 Rehab Purchase Asst + Indian River County 0 3 2 5 Impact Fee Rehab 10yr Loan to Fellsmere 0 1 0 1 Grant Rehab 10yr. Loan to Indian River County 2 1 0 3 Grant Rehab 10yr Loan to Sebastian 1 0 0 1 Grant Rehab Loan Indian River County 1 1 0 2 Totals : 14 26 5 45 Race ( Head of Household ) y� # a fi iLl 'fit { i R Jar ftP. µ p eh �'�e`er i e H NW, " . 3 ' a� rq` efi at d # 1,44 kesor�ptlon . " tai i WAIT , E White„ Blktanlc %j► n. . � .. �I��cal Purchase Asst + No Indian River County 3 0 1 0 0 0 4 Rehab Purchase Asst+ No Sebastian 0 1 0 0 0 0 1 Rehab Purchase Asst . + Indian River County 17 5 0 0 0 0 22 Rehab Purchase Asst + Sebastian 5 0 0 0 0 0 5 Rehab Page 4 67-37 , 008 (2) ft F.A . C . Form SHIP AR/2009 Purchase Asst + Vero Beach 1 0 0 0 0 0 1 Rehab Purchase Asst + Indian River County 1 2 2 0 0 0 5 Impact Fee Rehab 10yr Loan to Fellsmere 0 1 0 0 0 0 1 Grant Rehab 10yr. Loan to Indian River County 0 3 00 0 0 3 Grant Rehab 10yr Loan to Sebastian 1 0 0 0 0 0 1 Grant Rehab Loan Indian River County 0 2 0 0 0 0 2 Totals : 28 14 3 0 0 0 45 Special Needs (Any Member of Household ) � �� as� � 62y, `"a ,y c � '" • <'"� x ° .. t p i'7 'EJ r .fig # . WE T Dscrtptio� ,. t , Mun c allty , >or.4�e �, . fess Eldeirl� " ' a"5 t '=Total y, .. Needs,. Neecs } f, Purchase Asst+ No Indian River County 0 0 0 0 0 0 0 Rehab Purchase Asst + No Sebastian 0 0 0 0 0 0 0 Rehab Purchase Asst . + Indian River County 0 0 0 0 1 0 1 Rehab Purchase Asst + Sebastian 0 0 0 0 0 1 1 Rehab Purchase Asst + Vero Beach 0 0 0 0 0 0 0 Rehab Purchase Asst + Indian River County 0 0 0 0 0 0 0 Impact Fee Rehab 10yr Loan to Fellsmere 0 0 0 0 0 0 0 Grant Rehab 10yr. Loan to Indian River County 0 0 0 1 0 0 1 Grant Rehab 10yr Loan to Sebastian 0 0 0 1 1 0 2 Grant Rehab Loan Indian River County0 0 0 2 1 0 3 Totals : 0 0 0 4 3 1 8 Form 4 Status of Incentive Strategies Incentive Strategy : Page 5 67-37 . 008 (2) ft F .A . C . Form SHIP AR/2009 Adopted regulations providing up to a 20 % density bonus for affordable housing development projects (housing element policy 2 . 5 , Land Development Regulations Section 911 . 14 (4) (a) ) . - Adopted regulations allowing for small lot subdivisions with reduced setbacks , lot size , and lot width requirements ( Land Development Regulations , Chapter 911 and section 971 . 41 ( 9) ) . = Adopted regulations allowing for accessory single-family dwelling units in all agricultural and residential zoning districts ( Land Development Regulations , Chapter 911 and Section 971 . 41 ( 10) ) . - Adopted regulations allowing multi-family dwelling units in conjunction with commercial development , such as apartments over commercial buildings ( Land Development Regulations Section 911 . 10 and Section 971 . 41 (6) ) . - Adopted policies for expedited permit processing ( Housing Element policies 1 . 5 and 1 . 6) . - Adopted a policy for review of proposed local policies or regulations which may increase the cost of housing ( Housing Element policy 1 . 7) . - Adopted a policy for inventory of all surplus county owned land ( Housing Element policy 2 . 4) . - Adopted regulations allowing zero lot line subdivisions ( Land Development Regulations Section 915 . 15 ) . - Established Local Housing Assistance Program , allowing the county to utilize State Housing Initiatives Partnership ( SHIP ) program funds for the provision of affordable housing ( Local Housing Assistance Program , Local Housing Assistance Plan , Housing Element policies 2 . 7 , 3 . 59 4 . 41 4 . 6 , 4 . 71 4 . 9 , and 9 . 1 ) Adopting Ordinance or Resolution Number or identify local policy : Identified as part of Section "A" above Implementation Schedule ( Date ) : All incentives were implemented as scheduled Has the plan or strategy been implemented ? If no , describe the steps that will be taken to implement the plan : Yes Status of Strategy - ( is the strategy functioning as intended , i . e . are the time frames being met , etc . ) : All strategies are working as intended Support Services Page 6 67-37. 008(2)ft F ,A . C , Form SHIP AR/2009 The county , in conjunction with financial institutions , conducts a homebuyers ' educational workshop program for all applicants who request down payment/closi ng cost assistance (see attachments regarding homebuyers ' education program ) - Consumer Credit Counseling provides assistance to applicants through lenders and through the homebuyers ' educational workshops - The Indian River County Council on Aging provides various services to elderly and handicapped individuals including housing assistance - The Housing Authority and Economic Opportunity Council provide housing assistance to qualified households - County staff provide one on one assistance to applicants for completing SHIP applications , resolving credit problems , referring applicants to appropriate financial institutions for acquiring first mortgages , and providing other assistance as needed - County SHIP staff, in conjunction with local financial institutions , non- profit organizations , HUD staff, and others , conducts information workshops in the Gifford area , Wabasso area , and Oslo area of the county which have a high percentage of minorities and low income households . Other Accomplishments - By the end of June 2008 , the Indian River County LHAProgram had approved 45 loans with FY 06- 07 funding . In administering the program , LHAProgram staff held several public meetings , placed newspaper advertisements , and sponsored radio advertisements and announcements . Because of these efforts , the LHAProgram is well known to the public , and there are many more eligible applicants than the county can assist with available SHIP funds . Photocopies of success stories , newspaper articles , and thank- you notes have already been sent to the Florida Housing Coalition . Availability for Public Inspection and Comments Annual report provided to the public through Affordable Housing Advisory Committee , Affordable Housing Partnership Group , county planning division , municipalities within the county , the Treasure Coast Builders Association , and the county website . Availability of the reports also advertised in the local newspaper . Default and Foreclosure Mortgage Foreclosures A . Very low income households in foreclosure : 1 B . Low income households in foreclosure : 0 C . Moderate households in foreclosure : 1 Mortgage Defaults A . Very low income households in default : 3 B . Low income households in default : 14 C . Moderate households in default : 3 Welfare to Work Programs All applications reviewed based on first application submitted , first application reviewed . All applications approved based on first application completed , first application Page 7 67-37 . 008 (2 )(f) , F .A . C . Form SHIP AR/2009 Strategies and Production Costs Purchase Assistance with Rehab $35 , 320 . 00 Purchase Assistance without Rehab $25 , 726 . 00 Rehabilitation Loan $45 , 216 . 00 Rehabilitation 10 yr . Loan to Grant $ 28 , 710 . 00 Purchase Assistance with Impact Fee Loan $55 , 607 . 00 Expended Funds S a +a n a �'.�',+SA� �, � �%�� .e:„'�». � � s?, �� Y. .x J§ rs" Af ,. � � � ",r`'� ` � ✓ &✓ � �� ,,, �53. '�Y � :� Purchase Fuqua , Terry 33 Highland Dr. Vero Beach 32962 $20 , 000 . 00 and Brianna Purchase Meadows , 8316 104th Ave . Vero Beach 32967 $ 20 , 000 . 00 ❑ Liliana Purchase Saeed , Robina 5515 43rd Court Vero Beach 32967 $ 20 , 000 . 00 Purchase Walker , Jerrad 124 Highland Drive Vero Beach 32962 $48 , 629 . 10 and Carla SW Purchase Wiggins , 181 Mabry St . Sebastian 32958 $ 207000 . 00 Kimberly Purchase + rehab Allsbury , 3215 1st PI . Vero Beach 32968 $ 301014 . 48 Zachary Purchase + rehab Asaro , Joseph 443 Biscayne Lane Sebastian 32958 $29 , 275 . 00 El and Katherine Purchase + rehab Ashmead , Lisa 1108 12th Ave . SW Vero Beach 32962 $ 19 , 799 . 15 Purchase + rehab Adam and 2625 49th Ave . Vero Beach 32966 $277482 . 00 Brittany Bailey Purchase + rehab Baird , David 1180 12th Ave . SW Vero Beach 32962 $ 50 , 528 . 00 and Mary Mott Purchase + rehab Batiste , 1335 44th Ave . Vero Beach 32960 $427310 . 15 Michele Purchase + rehab Birks , Lorna 3206 1st Place Vero Beach 32968 $ 39 , 595 . 28 El Purchase + rehab Bujol , Clara 8 Vista Garden Tr. Vero Beach 32962 $ 53 , 184 . 00 Purchase + rehab Cash , 2806 Potilla Ave . Vero Beach 32960 $25 , 547 . 37 Elizabeth Purchase + rehab Dean , Robin 1465 5th Place Vero Beach 32962 $21 , 124 . 11 Purchase+ rehab Dinino , 2543 2nd Place SW Vero Beach 32962 $ 399984 . 00 Josephine Purchase+ rehab Fera , Ericka 3186 list Lane Vero Beach 32968 $ 31 , 363 . 00 Purchase + rehab Flores , Daniel 5629 W . 1st Square Vero Beach 32968 $ 23 , 670 . 27 and Kimberly SW Purchase + rehab Gravitt , Robert 676 26th Ave . Vero Beach 32962 $ 33 , 986 . 55 and Gabrielle Purchase + rehab Haller , 1572 Clearbrook St . Vero Beach 32958 $ 33 , 085 . 00 Kimberly Purchase+ rehab Philgene , 349 8th Ave . SW Vero Beach 32962 $ 391144 . 16 lGhyslaine Page 8 67-37 .008 (2)(f) , F .A . C . Form SHIP AR/2009 Purchase+ rehab Kelly , Wlater 117 Landover Dr. Sebastian 32958 $ 591530 . 00 ❑ and Janet Purchase+ rehab Lekniskas , 211 15th Ave . Vero Beach 32962 $26 , 706 . 20 Feel Raymond and Allison Purchase + rehab Massa , Paul 1220 19th Ave . SW Vero Beach 32962 $23 , 584 . 14 and Susan Purchase+ rehab Philgene , 2236 18 Ave . SW Vero Beach 32962 $ 37 , 352 . 87 Ghyslaine Purchase+ rehab Quinn , Marie 874 Schumann Dr. Sebastian 32958 $40 , 056 . 93 L . Purchase+ rehab Robinson , 566 23rd Ave . Vero Beach r32960 962 $29 , 484 . 25 ❑ Joanne Purchase+ rehab Roth , Robert 1057 6th Ave . B - 1 Vero Beach $40 , 055 . 48 Purchase + rehab Schofield , 465 7th Road SW Vero Beach 962 $42 , 107 . 16 Andre and Melinda Purchase + rehab Seither , Mary 8126 101st Court Vero Beach 32967 $ 53 , 478 . 06 A . Purchase + rehab Stoneroad , 9650 87th Street Vero Beach 32967 $ 37 , 185 . 50 James Purchase+ rehab Stranzin , John 172 Empress Ave . Sebastian 32958 $ 28 , 206 . 21 Purchase+ rehab Waltrip , 452 10th Place Vero Beach 32960 $ 31 , 130 . 30 Sandra Purchase+ Impact Cannon , 4099 42nd Square Vero Beach 32967 $63 , 607 . 00 Fees Rachael Purchase + Impact Chery , Pascal 4254 39th Dr . Vero Beach 32967 $43 , 607 . 00 Fees and Yvrose Purchase + Impact Hughes , 4099 42nd Square Vero Beach 32967 $63 , 607 . 00 Fees Toshuua Purchase + Impact Mendez , 4238 39th Dr . Vero Beach 32967 $ 63 , 607 . 00 Fees Osvaldo Purchase + Impact Queen , Maria 4198 39th Dr, Vero Beach 32967 $43 , 607 . 00 Fees Rehab 10 yr loan Bryant, Clara 4560 35th Ave . Vero Beach 32967 $47 , 524 . 18 Scott Rehab 10 yr loan Chambliss , 5790 59th Ave . Vero Beach 32967 $48 , 455 . 00 ❑ Sallie Rehab 10 yr loan Love , Shanta 1053 Lincoln St . Fellsmere 32948 $ 7 , 335 . 90 Rehab 10 yr loan Mann , Anne M . 850 George St . Sebastian 32958 $ 36 , 111 . 25 Rehab 10 yr loan Warren , Betty 6385 87th St . Sebastian 32958 $4 , 126 . 20 Fel Rehabilitation Lumpkins , 3976 47th St . Vero Beach 32960 $49 , 165 . 50 Charley Mea Rehabiltation Roberts , 4665 36th Ave . Vero Beach 32960 $41 , 267 . 50 Delores Total : $ 1 , 629 , 619 . 2 5 Administrative Expenditures $ 149 , 536 . 90 Administrative expenses for Indian River County Page 9 67-37. 008 (2) (f) , F .A. C . Form SHIP AR/2009 Sub Recipients and Consultants EME Program Income t NOR NOM Loan Repayment : $486 , 957 . 55 Refinance : $ . 00 Foreclosure : $ . 00 Sale of Property : $ . 00 Interest Earned : $84 , 338 . 46 Other ( ) : $ . 00 Total : $ 5719296 . 01 Indian River County 2006 Closeout Page 10 CERTIFICATION For Implementation of Regulatory Reform Activities Required by S . H . I . P . FY2006 - 07 Close out On behalf of Indian River County., I hereby certify that the following Name of Local Government information is true and accurate as of the date of submission . 1 ) Permits as defined in s . 163 . 3164 ( 7 ) and ( 8 ) * for affordable housing projects are expedited to a greater degree than other projects ; and 2 ) 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 for * * FY 06 - 07 is estimated to be $ 1 , 677 . 00 4) The cumulative cost per rehabilitated housing per housing unit , from these actions for * * FY 06 - 07 is estimated to be $ 0 . Date ate 9fo8 /09 Witness 4eflected Official Wesley S . Davis , BCC Chairman Print Name and Title l Date Date 1 J� Oq Witness Cou y Administrator Joseph A . Baird County Administrator Print Name and Title OR a ( . Date �� Attest ( Seal 1 t . " J * 162 . 3 164 ( 7 ) , Florida Statutes : " Development Order" means any order granting, denying, or granting with conditions an application for a development permit . 163 . 3 164 ( 8 ) , Florida Statutes : " Development Permit ' includes any building permit, zoning permit , subdivision approval , rezoning, certification , special exception , variance , or any other official action of local government having the effect of permitting the development of land . Note : This form will be utilized beginning with * * FY 2003 /2004 . FAConununity Development\Users\SHIP\Annual Reports\2009AR\2009 AR cert- FY2006-07 Close out. doe CERTIFICATION On behalf of Indian River County , I hereby certify that the information presented herein is true and accurate as of the date of submission . Dateate 09 - 08 - 2009 Witness 4Chiefected O/fi /ial � or Designee Commissioner Wesley S . Davis Date BCC Chairman Date 09 - 08 -2009 Witness Name and Title OR Date D Attest (Seal) fo GENERAL INFORMATION Name of Person to call regarding the Annual Report Form : Sasan Rohani , AICP Telephone Number : ( 772 ) 226 - 1250 F ' \Community Development\Users\SHIP\Annual Report s\2008AR\SHIPAR06-07final\Cert . 2006-07finaI for 2009 AR. doc